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LUV

Southwest

$39.74

0.85 (2.19%)

, DAL

Delta Air Lines

$39.98

0.62 (1.58%)

19:26
10/03/16
10/03
19:26
10/03/16
19:26

Southwest pilot deal in danger after Delta offers better terms, Bloomberg says

Southwest's (LUV) proposed labor agreement with its pilots could be jeopardized by news of Delta's (DAL) more lucrative offer with its own aviators, reports Bloomberg. Southwest Airlines Pilots Association president Jon Weaks told the publication in an interview that the union is looking to reopen some sections of its deal, adding that Southwest CEO Gary Kelly is considering a request for a meeting. Additionally, in an email to pilots Monday, Weaks said, "It is better for all parties to negotiate this now and have a clean tentative agreement process and a conclusion. There is a lot of mutual incentive for the company and SWAPA to fine-tune the current TA for changing industry dynamics and the needs of both parties," according to Bloomberg. Reference Link

LUV

Southwest

$39.74

0.85 (2.19%)

DAL

Delta Air Lines

$39.98

0.62 (1.58%)

  • 17

    Nov

LUV Southwest
$39.74

0.85 (2.19%)

07/27/16
JPMS
07/27/16
DOWNGRADE
Target $34
JPMS
Neutral
Southwest downgraded to Neutral from Overweight at JPMorgan
JPMorgan analyst Jamie Baker downgraded Southwest Airlines to Neutral saying the company continues to resist industry efforts aimed at improving revenue, like bag fees and fare increases. The analyst also sees labor uncertainty in 2017 from all three unions. He cut his price target for the shares to $34 from $52.50.
07/27/16
JPMS
07/27/16
UPGRADE
Target $78.5
JPMS
Overweight
Alaska Air upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Jamie Baker upgraded Alaska Air Group (ALK) to Overweight saying the shares at current levels are "simply too cheap to ignore." The analyst highlights the company's "exemplary capital stewardship" and labor cost control in recent years. He raised his price target for the shares to $78.50 from $72.50. Baker this morning also downgraded Southwest Airlines (LUV) to Neutral.
07/27/16
07/27/16
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Twitter (TWTR) downgraded to Hold from Buy at Canaccord, to Hold from Buy at Axiom, and to Hold from Buy at Cantor. 2. Southwest (LUV) downgraded to Neutral from Overweight at JPMorgan with analyst Jamie Baker saying the company continues to resist industry efforts aimed at improving revenue, like bag fees and fare increases. 3. Globus Medical (GMED) downgraded to Market Perform from Outperform at Wells Fargo, to Market Perform from Outperform at Leerink, and to Hold from Buy at Canaccord. 4. Linear Technology (LLTC) downgraded to Equal Weight from Overweight at Morgan Stanley. 5. Analog Devices (ADI) downgraded to Neutral from Buy at Citi with analyst Christopher Danely saying he views the stock as fairly valued at current levels. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/09/16
IMPC
09/09/16
INITIATION
Target $46
IMPC
Outperform
Southwest initiated with an Outperform at Imperial Capital
Imperial Capital analyst Michael Derchin started Southwest Airlines with an Outperform rating and $46 price target. Concerned that the company's cost gap will erode over time are overblown, Derchin tells investors in a research note. He believes Southwest warrants a premium valuation to the big three airlines since it can maintain a "meaningful cost and margin advantage because of its low cost business model."
DAL Delta Air Lines
$39.98

0.62 (1.58%)

07/14/16
RAJA
07/14/16
NO CHANGE
RAJA
Outperform
Delta Air Lines Q3 passenger unit revenue to pressure shares, says Raymond James
Raymond James analyst Savanthi Syth said Delta's Q2 came in slightly ahead of consensus but shares will likely be pressured on the Q3 passenger unit revenue outlook. The analyst said delta moderated Q4 capacity growth with winter cuts in the US-UK market, which should be viewed as a positive. Syth rates Delta an Outperform.
07/15/16
EVER
07/15/16
DOWNGRADE
EVER
Hold
Delta Air Lines downgraded to Hold from Buy at Evercore ISI
Evercore ISI analyst Duane Pfennigwerth downgraded Delta Air Lines to Hold with a $50 price target. The analyst said Delta's Q2 earnings were ahead but preliminary unit revenue guidance of down 4-6% implies no sequential improvement at midpoint despite 1 % point slower capacity growth. Pfennigwerth said revenue trends during the peak summer demand period are weaker and he would like to see evidence that corporate revenue trends have stabilized before becoming constructive on shares.
08/24/16
IMPC
08/24/16
INITIATION
Target $41
IMPC
In-Line
Delta Air Lines initiated with an In-Line at Imperial Capital
Imperial Capital analyst Michael Derchin initiated Delta Air Lines with an In-Line and $41 price target citing the potential impact on UK business travel from Brexit and deteriorating economic, social and terrorism problems in Europe.
08/24/16
08/24/16
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Lockheed Martin (LMT) reinstated with a Neutral at Goldman. 2. Five Below (FIVE) initiated with a Neutral at BTIG. 3. AMC Entertainment (AMC) and Cinemark (CNK) were initiated with a Buy at Loop Capital while the firm initiated Regal Entertainment (RGC) with a Hold. 4. Delta Air Lines (DAL) initiated with an In-Line at Imperial Capital. 5. LINE Corp. (LN) initiated with a Neutral at JPMorgan. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, Reference Link

TODAY'S FREE FLY STORIES

SBUX

Starbucks

$59.51

-0.45 (-0.75%)

09:50
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Opening activity in Starbuck's expiring calls »

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  • 23

    Aug

09:50
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General news
Treasury Option Action: 10-year positioning »

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MITL

Mitel

$7.32

0.08 (1.11%)

09:49
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Conference/Events
Mitel management to meet with Oppenheimer »

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  • 27

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WHR

Whirlpool

$192.96

-2.2 (-1.13%)

09:48
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06/23
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09:48
Periodicals
Whirlpool refrigerator started deadly fire in Grenfell Tower, Bloomberg says »

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SFM

Sprouts Farmers Market

$21.55

0.17 (0.80%)

09:47
06/23/17
06/23
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09:47
Rumors
Rumor moving shares of Sprouts Farmers Market »

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09:45
06/23/17
06/23
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09:45
General news
New Home Sales to be reported at 10:00 »

May New Home Sales will…

GPMT

Granite Point Mortgage

09:44
06/23/17
06/23
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09:44
Syndicate
Breaking Syndicate news story on Granite Point Mortgage »

Granite Point Mortgage…

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  • 23

    Jun

GPMT

Granite Point Mortgage

09:43
06/23/17
06/23
09:43
06/23/17
09:43
Syndicate
Breaking Syndicate news story on Granite Point Mortgage »

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  • 23

    Jun

MDSO

Medidata

$80.25

4.25 (5.59%)

09:42
06/23/17
06/23
09:42
06/23/17
09:42
Conference/Events
Medidata management to meet with Piper Jaffray »

Meeting to be held in…

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  • 27

    Jun

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    Jun

  • 29

    Jun

  • 11

    Jul

LPI

Laredo Petroleum

09:41
06/23/17
06/23
09:41
06/23/17
09:41
Conference/Events
Laredo Petroleum management to meet with Piper Jaffray »

Meetings to be held in…

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  • 27

    Jun

  • 28

    Jun

IFF

International Flavors

09:41
06/23/17
06/23
09:41
06/23/17
09:41
Hot Stocks
International Flavors to settle trade secret lawsuit with ZoomEssence for $56M »

ZoomEssence and…

03/08/13
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Citigroup
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GPMT

Granite Point Mortgage

09:40
06/23/17
06/23
09:40
06/23/17
09:40
Syndicate
Granite Point Mortgage indicated to open at $18-$19, IPO priced at $19.50 »

Granite Point Mortgage…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 23

    Jun

LGF.A

Lionsgate

09:40
06/23/17
06/23
09:40
06/23/17
09:40
Conference/Events
Lionsgate management to meet with B. Riley »

Meeting to be held in New…

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  • 27

    Jun

NGD

New Gold

, GILD

Gilead

$70.48

2.98 (4.41%)

09:40
06/23/17
06/23
09:40
06/23/17
09:40
Options
Unusually active option classes on open June 23rd »

Unusual total active…

NGD

New Gold

GILD

Gilead

$70.48

2.98 (4.41%)

ORCL

Oracle

VRX

Valeant

AMD

AMD

$14.38

0.4 (2.86%)

DIS

Disney

SLV

iShares Silver Trust

CAT

Caterpillar

COST

Costco

$159.79

-3.36 (-2.06%)

TWTR

Twitter

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 28

    Jun

  • 28

    Jun

  • 06

    Jul

  • 19

    Jul

  • 08

    Aug

  • 23

    Aug

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    Aug

  • 29

    Aug

STML

Stemline

$8.50

0.15 (1.80%)

09:39
06/23/17
06/23
09:39
06/23/17
09:39
Hot Stocks
Stemline presents updated stage 1 and 2 data from SL-401 trial »

Stemline Therapeutics…

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  • 23

    Jun

  • 26

    Sep

LGF

Use LGF.A, LGF.B

09:39
06/23/17
06/23
09:39
06/23/17
09:39
Conference/Events
Use LGF.A, LGF.B management to meet with B. Riley »

Meeting to be held in New…

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  • 27

    Jun

INN

Summit Hotel Properties

09:38
06/23/17
06/23
09:38
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09:38
Conference/Events
Summit Hotel Properties management to meet with Canaccord »

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  • 27

    Jun

  • 13

    Jul

IMGN

ImmunoGen

$5.82

-0.2 (-3.32%)

09:38
06/23/17
06/23
09:38
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09:38
Conference/Events
ImmunoGen management to meet with Jefferies »

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  • 27

    Jun

  • 28

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REGN

Regeneron

$526.53

4.51 (0.86%)

09:36
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09:36
Hot Stocks
Breaking Hot Stocks news story on Regeneron »

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ETSY

Etsy

$14.68

0.48 (3.38%)

09:36
06/23/17
06/23
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Periodicals
Several private equity firms have reached out to Etsy, Dealreporter says »

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CAT

Caterpillar

09:36
06/23/17
06/23
09:36
06/23/17
09:36
Technical Analysis
Technical View: Caterpillar slips lower, analyst action »

Shares were last down…

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HQY

HealthEquity

$51.05

-0.39 (-0.76%)

09:36
06/23/17
06/23
09:36
06/23/17
09:36
Conference/Events
HealthEquity management to meet with Barrington »

Meeting to be held in…

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  • 27

    Jun

APLP

Archrock Partners LP

$13.66

0.61 (4.67%)

09:35
06/23/17
06/23
09:35
06/23/17
09:35
Downgrade
Archrock Partners LP rating change  »

Archrock Partners LP…

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09:35
06/23/17
06/23
09:35
06/23/17
09:35
General news
U.S. new home sales preview: »

U.S. new home sales…

AROC

Archrock

09:34
06/23/17
06/23
09:34
06/23/17
09:34
Downgrade
Archrock rating change  »

Archrock downgraded to…

03/08/13
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