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UAL

United Continental

$54.69

1.66 (3.13%)

, DAL

Delta Air Lines

$40.07

0.715 (1.82%)

11:23
10/18/16
10/18
11:23
10/18/16
11:23

United Continental says counting on employee investments driving productivity

United (UAL) says does not have same U.S. margins as Delta (DAL), American (AAL). Notes "inflection point" in U.S. pricing environment in mid-August.

UAL

United Continental

$54.69

1.66 (3.13%)

DAL

Delta Air Lines

$40.07

0.715 (1.82%)

AAL

American Airlines

$38.58

-0.07 (-0.18%)

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    Oct

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    Nov

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    Nov

UAL United Continental
$54.69

1.66 (3.13%)

10/11/16
BERN
10/11/16
INITIATION
BERN
Airlines initiated at Bernstein
Bernstein analyst David Vernon initiated coverage of the U.S. airline sector, saying that he is "bullish on the sector" and asserting that it has "favorable..dynamics." He expects the sector's stocks to have "higher average highs and higher average lows over time," driven partly by its investments in return enhancing programs, revenue enhancing initiatives, and "a stronger outlook for longer term capital return" which isn't reflected in valuation, according to the analyst. Vernon recommends owning airlines that have "less financial and operating leverage." He says that he is "favorably disposed" to Southwest (LUV) and Delta Air Lines (DAL), which he says have high returns and low leverage, and is less upbeat on United Continental (UAL), which he says has higher operating leverage and execution risk. He is bearish on American Airlines (AAL), as he thinks that its capacity growth and financial leverage create significant risk. The analyst started coverage of Southwest with an Outperform rating and a $51 price target. He initiated coverage of Delta and United Continental with Market Perform ratings and $43 and $55 price targets, respectively. He launched American with a $31 price target and Underperform rating.
10/11/16
BERN
10/11/16
INITIATION
Target $55
BERN
Market Perform
United Continental initiated with a Market Perform at Bernstein
Bernstein analyst David Vernon initiated United Continental with a Market Perform and a $55 price target.
08/30/16
08/30/16
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. McDonald's (MCD) upgraded to Outperform from Neutral at Baird by analyst David Tarantino, who believes the stock's risk/reward has become more favorable following the year-to-date underperformance. The analyst admits that slower U.S. industry demand trends and challenging upcoming comparisons pose a "short-term headwind," but thinks the company's "attractive" dividend yield can help to limit further downside risk in the shares. 2. United Continental (UAL) upgraded to Outperform from Market Perform at Raymond James, with analyst Savanthi Syth applauding the selection of Scott Kirby as President and Andrew Levy as CFO. Syth said both have strong industry experience and has increased conviction United will reduce its margin gap relative to its peers over the next 12-18 months. 3. VMware (VMW) upgraded to Buy from Neutral by SunTrust analyst John Rizzuto, who says that the company has effectively diversified beyond its server virtualization roots. The analyst, who expects the company's revenue to bottom this year and accelerate through the end of the decade, raised his price target on the stock to $92 from $64. 4. Barracuda (CUDA) upgraded to Overweight from Sector Weight at Pacific Crest, as analyst Rob Owens said he's seeing improved trends due to the company's renewed product alignment and cloud-centric channel marketing campaign. 5. Fortinet (FTNT) upgraded to Overweight from Sector Weight at Pacific Crest by Rob Owens, who believes management's focus on enhanced profitability should drive share outperformance. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/30/16
RAJA
08/30/16
UPGRADE
RAJA
Outperform
United Continental upgraded to Outperform from Market Perform at Raymond James
As previously reported, Raymond James analyst Savanthi Syth upgraded United Continental to Outperform with a $65 price target following the announcement of Scott Kirby as President and Andrew Levy as CFO. Kirby joins United from American Airlines (AAL), as announced last night, and Levy joins from Allegiant Travel (ALGT), as announced earlier this month. The analyst said both executives have strong industry experience and Syth has increased conviction United will reduce it margin gap relative to its peers over the next 12-18 months. Further, competitive capacity pressures will likely improve and easing comps should benefit sequential revenue trends in 2017, the analyst tells investors.
DAL Delta Air Lines
$40.07

0.715 (1.82%)

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
10/10/16
BERN
10/10/16
INITIATION
Target $43
BERN
Market Perform
Delta Air Lines initiated with a Market Perform at Bernstein
Bernstein analyst David Vernon initiated Delta Air Lines with a Market Perform and a $43 price target.
10/17/16
ARGS
10/17/16
NO CHANGE
ARGS
Delta Air Lines price target lowered to $48 from $60 at Argus
Argus analyst David Coleman cut his price target on Delta after the company reported results that beat the consensus estimate but came in below Coleman's forecast. Coleman says that the company is continuing to benefit from strong industry fundamentals, and he still believes that the company's results will improve over time. He keeps a Buy rating on the stock.
AAL American Airlines
$38.58

-0.07 (-0.18%)

10/10/16
BERN
10/10/16
INITIATION
Target $31
BERN
Underperform
American Airlines initiated with an Underperform at Bernstein
Bernstein analyst David Vernon initiated American Airlines with an Underperform and a $31 price target.
09/21/16
09/21/16
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. Wells Fargo (WFC) downgraded to Neutral from Overweight at JPMorgan with analyst Vivek Juneja saying the "tough" Senate hearings and "mounting public scrutiny" will likely result in additional investigations that could pressure expenses. 2. Skechers (SKX) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Jay Sole saying he believes consumers shift towards pure fashion styles and away from athletic footwear is causing Skechers to adjust assortment, resulting in slower sales growth. 3. American Airlines (AAL) downgraded to Market Perform from Outperform at Raymond James analyst Savanthi Syth citing relative valuation and lowered estimates to reflect the new mechanics contract. 4. Boston Beer (SAM) downgraded to Underperform from Market Perform at Cowen with analyst Vivien Azer citing its string of disappointing monthly Nielsen data and structural headwinds to the company's core assets, which present meaningful earnings risk. 5. Children's Place (PLCE) downgraded to Neutral from Overweight at Piper Jaffray with analyst Stephanie Wissink saying the firm's recent survey of moms pointed to a "step down" in mindshare. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/21/16
RAJA
09/21/16
DOWNGRADE
RAJA
Market Perform
American Airlines downgraded to Market Perform from Outperform at Raymond James
Raymond James analyst Savanthi Syth downgraded American Airlines to Market Perform due to relative valuation and lowered estimates to reflect the new mechanics contract.

TODAY'S FREE FLY STORIES

FND

Floor & Decor Holdings

20:03
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Syndicate
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SNE

Sony

$33.58

-0.07 (-0.21%)

, FOX

21st Century Fox

$30.05

0.16 (0.54%)

20:02
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Periodicals
Sony narrows search for studio boss to Vinciquerra, WSJ says »

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SNE

Sony

$33.58

-0.07 (-0.21%)

FOX

21st Century Fox

$30.05

0.16 (0.54%)

FOXA

21st Century Fox

$30.74

0.13 (0.42%)

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VZ

Verizon

$47.36

0.66 (1.41%)

19:57
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Periodicals
Verizon go90 boss departs, Business Insider says »

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SSNLF

Samsung

19:45
04/26/17
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Hot Stocks
Samsung sees FY17 earnings growth, cites health in memory, OLED »

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SSNLF

Samsung

19:42
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Samsung sees Q2 growth due to 'robust' memory performance, Galaxy S8 launch »

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SSNLF

Samsung

19:40
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Earnings
Samsung reports Q1 operating profit 9.9T won vs. 6.68T won last year »

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ADM

Archer Daniels

$45.27

-0.31 (-0.68%)

19:36
04/26/17
04/26
19:36
04/26/17
19:36
Periodicals
Archer Daniels appoints new head of global trading desk, Reuters says »

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FTI

TechnipFMC

$32.26

0.14 (0.44%)

19:35
04/26/17
04/26
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Earnings
TechnipFMC reports Q1 adjusted EPS 71c, consensus 33c »

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F

Ford

$11.60

0.12 (1.05%)

, GM

General Motors

$34.38

0.39 (1.15%)

19:29
04/26/17
04/26
19:29
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19:29
Periodicals
Transportation, EPA chiefs to meet with major automakers, Reuters says »

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F

Ford

$11.60

0.12 (1.05%)

GM

General Motors

$34.38

0.39 (1.15%)

TM

Toyota

$109.91

1.19 (1.09%)

VLKAY

Volkswagen

$32.13

-0.2 (-0.62%)

FCAU

Fiat Chrysler

$11.65

1.11 (10.53%)

DDAIF

Daimler AG

$74.57

-0.6001 (-0.80%)

03/08/13
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    May

CMCSA

Comcast

$38.79

0.3 (0.78%)

, CMCSK

Comcast

19:24
04/26/17
04/26
19:24
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19:24
Hot Stocks
Comcast responds to FCC net neutrality news, says committed to open Internet »

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CMCSA

Comcast

$38.79

0.3 (0.78%)

CMCSK

Comcast

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  • 27

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PCH

Potlatch

$46.50

1.25 (2.76%)

19:18
04/26/17
04/26
19:18
04/26/17
19:18
Earnings
Potlatch reports Q1 EPS 41c, consensus 20c »

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DBOEY

Deutsche Boerse

$9.59

-0.005 (-0.05%)

19:13
04/26/17
04/26
19:13
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19:13
Hot Stocks
Deutsche Boerse says plans EUR 200M repurchase program »

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CBLI

Cleveland BioLabs

$3.64

-0.11 (-2.93%)

19:03
04/26/17
04/26
19:03
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19:03
Hot Stocks
Cleveland BioLabs names John Szydlo principal financial officer »

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SU

Suncor

$30.62

-0.53 (-1.70%)

19:02
04/26/17
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Hot Stocks
Suncor to repurchase up to C$2B of company's shares through NCIB »

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NBR

Nabors Industries

$11.74

-0.03 (-0.25%)

18:53
04/26/17
04/26
18:53
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18:53
Earnings
Nabors Industries reports Q1 cont-op EPS with item (52c), consensus (35c) »

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RTN

Raytheon

$155.27

-0.74 (-0.47%)

18:40
04/26/17
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Hot Stocks
Raytheon awarded $375M U.S. Air Force contract »

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NOV

National Oilwell

$36.15

0.33 (0.92%)

18:38
04/26/17
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Hot Stocks
National Oilwell reports Q1 book-to-bill of 41% for Rig Systems »

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OIS

Oil States

$32.10

-0.3 (-0.93%)

18:36
04/26/17
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Earnings
Oil States reports Q1 adjusted EPS (34c), consensus (27c) »

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PSA

Public Storage

$223.93

-1.61 (-0.71%)

18:35
04/26/17
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Earnings
Public Storage reports Q1 core FFO $2.37, consensus $1.65 »

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NOV

National Oilwell

$36.15

0.33 (0.92%)

18:31
04/26/17
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18:31
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18:31
Earnings
National Oilwell reports Q1 adjusted EPS (17c), consensus (21c) »

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  • 27

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PUB

People's Utah Bancorp

$27.55

-0.2 (-0.72%)

18:25
04/26/17
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Hot Stocks
People's Utah Bancorp announces CEO succession in 2018 »

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BSFT

BroadSoft

$38.70

0.45 (1.18%)

18:17
04/26/17
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Hot Stocks
BroadSoft announces agreement with Telstra for Australia communications »

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  • 27

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RJF

Raymond James

$75.74

0.55 (0.73%)

18:14
04/26/17
04/26
18:14
04/26/17
18:14
Earnings
Raymond James reports Q2 adjusted EPS $1.28, consensus $1.14 »

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UCTT

Ultra Clean

$17.51

-0.2 (-1.13%)

, TER

Teradyne

$33.77

0.21 (0.63%)

18:14
04/26/17
04/26
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Hot Stocks
On The Fly: After Hours Movers »

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UCTT

Ultra Clean

$17.51

-0.2 (-1.13%)

TER

Teradyne

$33.77

0.21 (0.63%)

CRY

CryoLife

$16.75

0.5 (3.08%)

ALSN

Allison Transmission

$37.47

0.53 (1.43%)

MKSI

MKS Instruments

$75.35

0.95 (1.28%)

AXTI

AXT, Inc.

$6.15

-0.25 (-3.91%)

PYPL

PayPal

$44.41

-0.3 (-0.67%)

GGG

Graco

$99.80

1.45 (1.47%)

NOW

ServiceNow

$90.92

0.68 (0.75%)

XLNX

Xilinx

$59.99

-0.7 (-1.15%)

WPG

Washington Prime

$8.92

-0.09 (-1.00%)

MMLP

Martin Midstream Partners

$19.55

-0.15 (-0.76%)

CAVM

Cavium

$70.93

-0.31 (-0.44%)

WLL

Whiting Petroleum

$8.07

-0.22 (-2.65%)

ROG

Rogers Corporation

$92.47

3.23 (3.62%)

INTU

Intuit

$115.81

-3.27 (-2.75%)

WTW

Weight Watchers

$20.16

1.33 (7.06%)

HRB

H&R Block

$23.89

-0.35 (-1.44%)

MLNX

Mellanox

$50.90

-0.05 (-0.10%)

FFIV

F5 Networks

$137.30

-0.89 (-0.64%)

CMPR

Cimpress

$86.25

-0.07 (-0.08%)

CTXS

Citrix

$84.12

0.07 (0.08%)

NTGR

Netgear

$51.35

-1.55 (-2.93%)

ETH

Ethan Allen

$31.25

0.15 (0.48%)

AMGN

Amgen

$164.61

-0.09 (-0.05%)

KN

Knowles

$19.59

0.04 (0.20%)

BWLD

Buffalo Wild Wings

$162.40

-0.4 (-0.25%)

ORLY

O'Reilly Automotive

$265.07

1.11 (0.42%)

SAM

Boston Beer

$141.85

-2.45 (-1.70%)

AMSC

AMSC

$7.70

0.3 (4.05%)

SFST

Southern First Bancshares

$33.05

0.25 (0.76%)

BRKL

Brookline Bancorp

$15.95

0.35 (2.24%)

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NWE

NorthWestern

$59.92

-0.23 (-0.38%)

18:13
04/26/17
04/26
18:13
04/26/17
18:13
Earnings
Breaking Earnings news story on NorthWestern »

NorthWestern backs FY17…

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