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BLUE

bluebird bio

$60.35

-4.05 (-6.29%)

, CLC

Clarcor

09:11
12/01/16
12/01
09:11
12/01/16
09:11

On The Fly: Pre-market Movers

HIGHER: bluebird bio (BLUE), up 22.5% after reporting interim data from the Phase 1 study of bb2121, its CAR-T treatment candidate for relapsed refractory multiple myeloma, that both BMO Capital and Leerink analysts called "impressive"... CLARCOR (CLC), up 16% after Parker Hannifin (PH) agreed to purchase all of the outstanding shares of CLARCOR for $83 per share in cash. Parker Hannifin shares are up about 1% after the announcement of the transaction, which is valued at approximately $4.3B in cash, including the assumption of net debt... Skechers (SKX), up 7.5% after the stock was upgraded to Buy from Neutral at Buckingham. UP AFTER EARNINGS: Christopher & Banks (CBK), up 16%... Box (BOX), up 2%. DOWN AFTER EARNINGS: Dollar General (DG), down 5.5%... Express (EXPR), down 17%... Guess (GES), down 13%... Kroger (KR), down 3%. LOWER: Heat Biologics (HTBX), down 60% after announcing its HS-410 bladder cancer trial did not meet its primary endpoint... Aradigm (ARDM), down 53% after reporting mixed top-line results from its two Phase 3 clinical trials evaluating the safety and efficacy of Pulmaquin... FuelCell (FCEL) down 15.5% after announcing restructuring plan that will include cutting about 17% of global workforce... Booz Allen (BAH), down 2.7% after top holder Carlyle Group (CG) announced the sale of 16.66M shares, representing its entire stake in the company.

BLUE

bluebird bio

$60.35

-4.05 (-6.29%)

CLC

Clarcor

PH

Parker-Hannifin

DG

Dollar General

KR

Kroger

EXPR

Express

GES

Guess

HTBX

Heat Biologics

$2.87

-0.11 (-3.69%)

CBK

Christopher & Banks

BOX

Box

ARDM

Aradigm

$5.24

0.04 (0.77%)

FCEL

FuelCell

$2.25

0.05 (2.27%)

BAH

Booz Allen

CG

Carlyle Group

$15.55

0.1 (0.65%)

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BLUE bluebird bio
$60.35

-4.05 (-6.29%)

12/01/16
BMOC
12/01/16
NO CHANGE
BMOC
bluebird bio data 'impressive,' says BMO Capital
BMO Capital analyst Matthew Luchini says that bluebird bio's Phase I data for its bb2121 product in myeloma was "impressive." The analyst notes that the overall response rate was 78%, and he adds the product to his model for the company ,estimating peak sales of about $3.6B. However, he keeps a Market Perform rating on the shares, citing the approximately 25% increase in the stock in after-hours trading.
12/01/16
WELS
12/01/16
NO CHANGE
WELS
bluebird bio data positive, says Wells Fargo
After bluebird bio announced interim Phase 1 dose escalation data for its CAR T product bb2121 in patients with relapsed/refractory multiple myeloma, Wells Fargo says the data shows that the product provides "a profound benefit for patients exhausting available treatment options." Wells thinks that the product could be approved on an accelerated timetable, and it keeps an Outperform rating on the stock.
11/29/16
PIPR
11/29/16
NO CHANGE
PIPR
Piper sees bluebird regaining 'mojo and momentum'
After hosting management for an investor dinner, Piper Jaffray analyst Joshua Schimmer sees bluebird bio regaining its "mojo and momentum." The analyst expects a "steady stream of positive updates and derisking" starting with BCMA CAR-T data update this week and extending into optimizing LentiGlobin's profile for sickle cell and betathal in 2017. Schimmer has an Overweight rating on bluebird shares with a $95 price target. The biotechnology company closed yesterday down 5% to $60.65.
12/01/16
LEER
12/01/16
NO CHANGE
LEER
Outperform
bluebird bio data looks 'impressive,' says Leerink
Leerink analyst Michael Schmidt notes that bluebird bio (BLUE) announced first clinical data from its ongoing Phase I study of anti-BCMA CAR-T product candidate "bb2121" in relapsed/refractory multiple myeloma, and says it looks 'impressive." While he cautions that the data is still "somewhat immature," the early results justify the high level of excitement around the potential of anti-BCMA CAR-T therapy in relapsed/ refractory myeloma, as several other companies including Juno Therapeutics (JUNO), Kite Pharma (KITE) and Novartis (NVS) have stated plans to also develop anti-BCMA-CART product candidates. Schmidt reiterates an Outperform rating on bluebird bio's shares.
CLC Clarcor

06/09/16
KING
06/09/16
INITIATION
KING
Neutral
Clarcor reinitiated with a Neutral at CL King
PH Parker-Hannifin

11/08/16
JPMS
11/08/16
UPGRADE
Target $121
JPMS
Neutral
Parker-Hannifin upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Ann Duignan upgraded Parker-Hannifin to Neutral saying fears of a prolonged decline in U.S. manufacturing have not materialized. The analyst believes 2017 will be a better year for industrial activity following the U.S. elections. She upped her price target for Parker-Hannifin shares to $121 from $117.
11/07/16
EVER
11/07/16
UPGRADE
EVER
Buy
Parker-Hannifin upgraded to Buy from Hold at Evercore ISI
Evercore ISI analyst David Raso upgraded Parker-Hannifin to Buy and raised its price target to $135 from $113 based on lowered expectations, valuation, and and accelerating inflation. The analyst is encouraged by orders turning positive year-over-year in Q3 for the first time in 7 quarters and said Parker is in the sweet spot given its heavy distributor and broad manufacturer presence to any positive swing in industrial inventory stocking patterns.
11/07/16
MSCO
11/07/16
UPGRADE
Target $139
MSCO
Overweight
Parker-Hannifin upgraded to Overweight from Equal Weight at Morgan Stanley
Morgan Stanley analyst Mili Pothiwala upgraded Parker-Hannifin with an Overweight and a $139 price target citing topline growth, high earnings achievability, and valuation.
11/07/16
11/07/16
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. Time Warner (TWX) upgraded to Outperform from Neutral at Credit Suisse with analyst Omar Sheikh citing attractive valuation. 2. Waste Management (WM) upgraded to Overweight from Equal Weight at Barclays with analyst Jon Windham saying the recent pullback in shares provides a buying opportunity given the company's "strong" underlying fundamentals. 3. Parker-Hannifin (PH) upgraded to Buy from Hold at Evercore ISI and to Overweight from Equal Weight at Morgan Stanley. 4. Biogen (BIIB) upgraded to Overweight from Neutral at Piper Jaffray with analyst Joshua Schimmer saying the company still has time to "get its act together to maximize the value of its SMA franchise, and stop being M&A disciplined/pipeline-undisciplined." 5. Cummins (CMI) upgraded to Buy from Hold at Evercore ISI with analyst David Raso citing lowered expectations, valuation, and accelerating inflation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
DG Dollar General

10/13/16
10/13/16
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. Aaron's (AAN) initiated with a Buy at Jefferies. 2. eBay (EBAY) and Etsy (ETSY) coverage assumed with a Neutral at Wedbush. 3. Five Below (FIVE) and Dollar Tree (DLTR) were initiated with an Overweight at KeyBanc while the firm initiated Dollar General (DG) with a Sector Weight. 4. Baxter (BAX) initiated with an Outperform at Wells Fargo. 5. Symantec (SYMC) initiated with an Outperform at FBN Securities. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/04/16
CLVD
10/04/16
NO CHANGE
CLVD
Dollar General Q3 comps trending below consensus, says Cleveland Research
Cleveland Research said Dollar General's Q3 are likely trending below consensus driven by continued competitive headwinds. The firm's analyst said Dollar General appears to ramping up promotional/price aggressiveness in order to drive a recovery and sees risk to near-term margin and sales consensus expectations.
10/12/16
KEYB
10/12/16
INITIATION
KEYB
Sector Weight
Dollar General initiated with a Sector Weight at KeyBanc
KeyBanc analyst Bradley Thomas initiated Dollar General with a Sector Weight saying consensus estimates still need to move down and looks to get more positive on further shares weakness.
11/25/16
PIPR
11/25/16
NO CHANGE
PIPR
Piper thinks blocking of Overtime Rule came too late
An Obama-appointed judge in Texas surprisingly blocked the Overtime Rule set to take effect on December 1, Piper Jaffray analysts in the Hardlines Retail & Specialty Products space tell investors in a research note. The analysts say that regardless of whether the injunction is upheld, their research suggests that the ruling comes too late for larger companies to pull back on the planned Overtime Rule change. Payroll and IT systems are likely set to adjust this coming Sunday, they point out. Piper's analysts expect the expense headwinds from the OT rule change for retailers/restaurants to remain in place. The retailers they believe that are most impacted from the rule are Dollar General (DG), Dollar Tree (DLTR), Regis (RGS) and Sally Beauty (SBH). The restaurants they believe are most impacted are Bojangles (BOJA), Starbucks (SBUX), Sonic (SONC), Noodles & Company (NDLS), Potbelly (PBPB), Del Taco (TACO) and Zoe's Kitchen (ZOES).
KR Kroger

10/10/16
OPCO
10/10/16
NO CHANGE
OPCO
Wal-Mart 'starting to get its act together' in grocery, says Oppenheimer
After attending Wal-Mart's (WMT) analyst day meeting, Oppenheimer analyst Rupesh Parikh admitted he did not previously look favorably upon the company's strategy to expand into Neighborhood Market and smaller format stores, but he now sees signs that the company is "starting to get its act together in grocery." If Wal-Mart follows through with grocery price investments, it could hurt Kroger (KR), Smart & Final Stores (SFS) and Supervalu (SVU) and be an "indirect negative" for Sprouts Farmers Markets (SFM), Parikh tells investors. However, he also added that he remains confident in the ability of Kroger's management team to at least hold share.
10/07/16
PIVT
10/07/16
NO CHANGE
PIVT
Whole Foods FY17 earnings risk not fully appreciated, says Pivotal Research
Pivotal Research said recent chatter involving Kroger (KR) and Whole Foods (WFM) follows a steady stream of bogus takeover rumors that seem to surface with little or no reasonable basis. The firm's analyst said this appears to be another head fake that distracts from core challenges facing Whole Foods ahead of 4Q16 results in early November and potential disappointing FY17 guidance. Pivotal said although Whole Foods multiple is not demanding, the extent of a FY17 earnings risk is not fully appreciated by the Street.
10/07/16
SBSH
10/07/16
NO CHANGE
Target $39
SBSH
Buy
Citi says Whole Foods buyout would be uncharacteristic for Kroger
Citi analyst Alvin Concepcion weighs in on the speculation yesterday that Kroger (KR) could be interested in acquiring Whole Foods (WFM) for $40 per share. There are challenges that reduce the likelihood of a deal, and such a transaction could be uncharacteristic for Kroger, Concepcion tells investors in a research note. For one, the acquisition would be expensive, the analyst contends. And two, Kroger would have to lever up to 3.5 times net debt/EBITDA, he adds. The analyst keeps a Buy rating on Kroger with a $39 price target. Whole Foods yesterday closed up 5% to $29.33 amid the takeout rumor.
09/23/16
LEHM
09/23/16
INITIATION
Target $33
LEHM
Equal Weight
Kroger initiated with an Equal Weight at Barclays
Barclays analyst Karen Short started Kroger with an Equal Weight rating and $33 price target.
EXPR Express

08/24/16
PIPR
08/24/16
DOWNGRADE
PIPR
Neutral
Express downgraded to Neutral from Overweight at Piper Jaffray
08/24/16
WEDB
08/24/16
DOWNGRADE
WEDB
Neutral
Express downgraded to Neutral from Outperform at Wedbush
08/24/16
KING
08/24/16
DOWNGRADE
KING
Neutral
Express downgraded to Neutral from Buy at CL King
08/25/16
UBSW
08/25/16
DOWNGRADE
Target $10
UBSW
Sell
Express downgraded to Sell from Neutral at UBS
UBS analyst Michael Binetti downgraded Express to Sell and lowered its price target to $10 from $16. The analyst sees downside earnings risk despite the lowered guidance given deteriorating traffic, August traffic trends that he believes are running at the low end, product issues, and potential margin pressure as the company steps up direct mail marketing in 2H 2016.
GES Guess

08/25/16
PIPR
08/25/16
NO CHANGE
PIPR
Underweight
Piper stays Underweight on Guess after 'other income' drives earnings beat
Piper Jaffray analyst Erinn Murphy reiterates her Underweight rating on Guess despite its better than expected second quarter report, noting that much of its earnings beat came from "other income." While acknowledging the shares will likely rise following the "less worse" than feared results and guidance, Murphy says she is still concerned by the execution risk of adding 55 new stores in Europe and 65 new stores in Asia, the company's heightened inventory compared to its sales and the fact that she thinks management's guidance still seems aggressive. Murphy keeps a $12 price target on Guess shares.
08/25/16
08/25/16
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. Netflix (NFLX) upgraded to Outperform from Market Perform at William Blair with analysts led by Ralph Schackart citing its belief the long term risk/reward is favorable. 2. L-3 Communications (LLL) upgraded to Overweight from Neutral at JPMorgan with analyst Seth Seifman saying L-3's turnaround is already underway but sees further free-cash-flow growth and further valuation upside. 3. Guess (GES) upgraded to Buy from Neutral with analyst Jeff Van Sinderen saying he believes the "end game" for Guess will be a sale of the company. 4. Transocean (RIG) upgraded to Neutral from Sell at Citi with analyst Scott Gruber saying the company has exceeded cost reductions while the backlog remains superior to peers. 5. Primoris (PRIM) upgraded to Buy from Neutral at Seaport Global with analyst Ryan Cassil saying there are fairly low expectations assumed in management's guidance of 90c-$1.10 and the possibility of project starts ahead of management's internal forecast. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/19/16
07/19/16
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. Super Micro Computer (SMCI) downgraded to Hold from Buy at Stifel and to Neutral from Buy at DA Davidson. DA Davidson downgraded the stock saying the company's miss is its fourth in the last six quarters and its second in a row. The firm is concerned by the deterioration in the company's profitability. 2. Crown Castle (CCI) downgraded to Neutral from Buy at BTIG with the firm citing valuation. 3. Michaels (MIK) downgraded to Neutral from Overweight at JPMorgan with analyst Christopher Horvers saying he views the current valuation as full relative to the company's expected pace of earnings growth. The analyst removed the shares from his firm's Analyst Focus List. 4. Hyatt (H) downgraded to Hold from Buy at Stifel with the firm cited valuation, decelerating U.S. RevPAR, and a lack of catalysts for the lodging sector. 5. Guess (GES) downgraded to Underweight from Neutral at Piper Jaffray with analyst Erinn Murphy saying she's "incrementally wary" on the company's turnaround plan to get to 7.5% in EBIT by 2018. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/25/16
RILY
08/25/16
UPGRADE
Target $21
RILY
Buy
Guess upgraded to Buy with sale seen as eventual 'end game' at B. Riley
B. Riley analyst Jeff Van Sinderen upgraded Guess to Buy from Neutral following the company's Q2 earnings report and raised his price target on the shares to $21 from $16, noting that the company raised the low end of its earnings guidance for this fiscal year. Van Sinderen believes the "end game" for Guess will be a sale of the company, he tells investors in his post-earnings research note.
HTBX Heat Biologics
$2.87

-0.11 (-3.69%)

01/08/16
NBLE
01/08/16
INITIATION
Target $16
NBLE
Buy
Heat Biologics initiated with a Buy at Noble Financial
Noble Financial analyst Rahul Jasuja initiated Heat Biologics with a Buy rating and $16 price target on shares.
06/20/16
ROTH
06/20/16
INITIATION
Target $2.75
ROTH
Buy
Heat Biologics initiated with a Buy at Roth Capital
Roth Capital analyst Joseph Pantginis started Heat Biologics with a Buy rating and $2.75 price target. Heat owns a "portfolio of unique, differentiated vaccines," Pantginis tells investors in a research note.
02/04/16
02/04/16
DOWNGRADE

On The Fly: Analyst Downgrade Summary
Today's noteworthy downgrades include: Anglo Platinum (AGPPY) downgraded to Neutral from Overweight at JPMorgan... Buffalo Wild Wings (BWLD) downgraded to Neutral from Buy at Longbow... Changyou.com (CYOU) downgraded to Neutral from Outperform at Credit Suisse... Enbridge (ENB) downgraded to Neutral from Outperform at Credit Suisse... Esterline (ESL) downgraded to Hold at Drexel Hamilton... Franco-Nevada (FNV) downgraded to Neutral from Outperform at Credit Suisse... GoPro (GPRO) downgraded on results, guidance at Sterne Agee CRT... Heat Biologics (HTBX) downgraded to Speculative Buy from Buy at Cantor... Illumina (ILMN) downgraded to Hold from Buy at Canaccord... Intrawest Resorts (SNOW) downgraded to Neutral from Outperform at Macquarie... Match Group (MTCH) downgraded to Equal Weight from Overweight at Barclays... Memorial Resource (MRD) downgraded to Hold from Accumulate at Tudor Pickering... Pacific Biosciences (PACB) downgraded to Neutral from Overweight at Piper Jaffray... Peabody (BTU) downgraded to Underperform from Market Perform at FBR Capital... Peak Resorts (SKIS) downgraded to Underperform from Neutral at Macquarie... PennyMac Mortgage (PMT) downgraded to Market Perform from Outperform at Wells Fargo... Petrobras (PBR) downgraded to Underweight from Neutral at JPMorgan... Sensata (ST) downgraded to Neutral from Overweight at Atlantic Equities... Shutterfly (SFLY) downgraded to Neutral from Buy at BofA/Merrill... Star Bulk Carriers (SBLK) downgraded to Neutral from Speculative Buy at Seaport Global... Synchronoss (SNCR) downgraded at Stifel... Wabtec (WAB) downgraded to Neutral from Buy at Goldman.
02/04/16
CANT
02/04/16
DOWNGRADE
CANT
Speculative Buy
Heat Biologics downgraded to Speculative Buy from Buy at Cantor
Cantor Fitzgerald downgraded Heat Biologics to Speculative Buy saying the partial clinical hold for HS-410 adds uncertainty. The analyst has a fair value range for shares of $2-$12.
CBK Christopher & Banks

04/07/16
DOTC
04/07/16
UPGRADE
DOTC
Buy
Christopher & Banks upgraded to Buy from Neutral at Dougherty
BOX Box

09/26/16
RSBL
09/26/16
INITIATION
Target $25
RSBL
Buy
Box initiated with a Buy at Rosenblatt
Rosenblatt analyst Marshall Senk initiated Box with a Buy and a $25 price target.
09/15/16
MUFG
09/15/16
INITIATION
MUFG
Neutral
Box initiated with a Neutral at MUFG
MUFG analysts Stephen Bersey and Daniel Clark initiated Box with a Neutral rating and a $15 price target.
12/01/16
ADAM
12/01/16
NO CHANGE
Target $19
ADAM
Buy
Box remains favorite small-cap, aggressive growth name at Canaccord
Canaccord analyst Richard Davis said Box remains his favorite small-cap, aggressive growth recommendation following the company's Q3 results. The analyst noted the company reported upside to just about every metric and gave solid guidance. Davis said shares appear undervalued and reiterated his Buy rating and raised his price target to $19 from $17 on Box shares.
11/21/16
JMPS
11/21/16
NO CHANGE
JMPS
Box Q3 results should beat expectations, says JMP Securities
JMP Securities analyst Greg McDowell expects Box's Q3 results to beat expectations. He says that the firm's checks "suggest continued strong sales momentum, at least in some regions." The analyst adds "that the overall next generation enterprise content space remains healthy." He keeps an $18 price target and an Outperform rating on the stock.
ARDM Aradigm
$5.24

0.04 (0.77%)

FCEL FuelCell
$2.25

0.05 (2.27%)

10/26/16
FBRC
10/26/16
DOWNGRADE
Target $5.5
FBRC
Market Perform
FuelCell downgraded to Market Perform from Outperform at FBR Capital
FBR Capital analyst Carter Driscoll downgraded FuelCell to Market Perform and lowered his price target for the shares to $5.50 from $9 citing the loss of the Beacon Falls project.
10/25/16
ROTH
10/25/16
DOWNGRADE
Target $4
ROTH
Neutral
FuelCell downgraded to Neutral from Buy at Roth Capital
Roth Capital analyst Craig Irwin downgraded FuelCell Energy to Neutral after the company announced that the New England Clean Energy RFP did not select its Beacon Falls project for funding. The news is a "material negative" as the project likely had one of the most attractive cost structures in FuelCell's entire $2B pipeline, Irwin tells investors in a research note. He cut his price target for the shares to $4 from $7.50. FuelCell is down 39%, or $2.05, to $3.15 in pre-market trading.
11/30/16
FBRC
11/30/16
NO CHANGE
Target $3
FBRC
Market Perform
FuelCell price target lowered to $3 after Connecticut shutout at FBR Capital
FBR Capital analyst Carter Driscoll cut his price target on FuelCell to $3 from $5.50 after the Connecticut Department of Energy and Environmental Protection privately announced the winners of its clean energy RFP, selecting 25 projects but excluding any fuel cells projects. FuelCell had bid multiple projects of various sizes into the RFP, noted Driscoll, who keeps a Market Perform rating on the shares.
10/11/16
FBRC
10/11/16
NO CHANGE
Target $9
FBRC
Outperform
FuelCell added to Alpha Generator list at FBR Capital
FBR Capital analyst Carter Driscol added FuelCell (FCEL) as his firm's Alpha Generator pick saying he sees "multiple positive catalysts" over the next couple of months. The company replaces SolarEdge Technologies (SEDG). Before the end of 2016, Driscol expects FuelCell to win the 63.3 MW Beacon Falls project. The analyst sees a second catalyst when the company announces the carbon capture site selection with the Department of Energy. He believes a third catalyst could come as soon as January 2017 when PSE&G announces the awards of its Long Island-based 40 MW fuel cell RFP. Driscol thinks FuelCell's current share price does not reflect these near-term awards. He keeps an Outperform rating on the stock with a $9 price target.
BAH Booz Allen

11/18/16
BOFA
11/18/16
UPGRADE
BOFA
Booz Allen upgraded to Buy from Neutral at BofA/Merrill
BofA/Merrill analyst Ronald Epstein upgraded Booz Allen to Buy and raised its price target to $41 from $33. The analyst said Booz Allen will benefit from a positive inflection in defense spending and increased cyber security by both the commercial sector and US government.
10/06/16
10/06/16
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. AutoNation (AN) upgraded to Neutral from Sell at Goldman with analyst David Tamberrino saying valuation has bottomed and could be flat to slightly up in the near-term as SAAR bounces around the low-to-mid 17M range. 2. Trina Solar (TSL), Yingli Green Energy (YGE), and JA Solar (JASO) were upgraded to Buy from Sell at Axiom while the firm upgraded SolarCity (SCTY) to Hold from Sell. 3. PNC Financial (PNC) upgraded to Market Perform from Underperform at Raymond James with analyst David Long saying negative earnings revisions over the past two years have likely hit an inflection point. 4. Big 5 Sporting (BGFV) upgraded to Buy from Hold at Deutsche Bank with analyst Mike Baker citing accelerating sales trends and higher earnings power from profitability improvements. 5. Booz Allen (BAH) upgraded to Outperform from Market Perform at Raymond James with analyst Brian Gesuale saying the recent selloff creates an attractive entry point. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/05/16
COWN
10/05/16
NO CHANGE
COWN
Outperform
Impact on Booz Allen from employee arrest unclear, says Cowen
Cowen analyst Cai von Rumohr said it is still unclear what impact the recent arrest of a Booz Allen employee alleged to have stolen classified computer codes while contracted at the NSA may have on the company. Since this incident is the second of its sort involving a Booz Allen employee, after Edward Snowden, it could have an impact on the company's brand image, the analyst said. However, von Rumohr noted that Booz Allen did not face any litigation, lose any contracts, or have any direct impact on its revenues in the wake of the Snowden incident and that its shares bounced back relatively quickly after the fall associated with that event. The firm keeps an Outperform rating on Booz Allen shares.
10/06/16
RAJA
10/06/16
UPGRADE
Target $36
RAJA
Outperform
Booz Allen upgraded to Outperform from Market Perform at Raymond James
Raymond James analyst Brian Gesuale upgraded Booz Allen to Outperform and established a $36 price target saying yesterday's selloff creates an attractive entry point. The analyst said they do not expect an adverse impact to Booz Allen's NSA footprint following the latest employee controversy and notes it is only 5% of total revenue. Further, Gesuale said fundamentals are accelerating and earnings revision risk is to the upside.
CG Carlyle Group
$15.55

0.1 (0.65%)

04/28/16
KBWI
04/28/16
DOWNGRADE
Target $19
KBWI
Market Perform
Carlyle Group downgraded to Market Perform from Outperform at Keefe Bruyette
Keefe Bruyette analyst Robert Lee downgraded Carlyle Group to Market Perform saying the current valuation reflects more of the company's cash-generating potential. The analyst keeps a $19 price target for the shares following Carlyle's Q1 results
03/04/16
LEHM
03/04/16
INITIATION
Target $17
LEHM
Equal Weight
Carlyle Group reinstated with an Equal Weight at Barclays
Barclays analyst Kenneth Hill reinstated Carlyle Group with an Equal Weight rating and $17 price target.
02/17/16
02/17/16
UPGRADE
Target $20

Overweight
Carlyle Group upgraded to Overweight on risk/reward at Morgan Stanley
As previously reported, Morgan Stanley upgraded Carlyle Group to Overweight from Equal Weight with a $20 price target on shares. Analyst Michael Cyprys citing compelling risk/reward and near-term catalysts that include the $4b in portfolio exit pipeline, a $4B investment deployment pipeline, a $200M buyback program, cost controls, and focus on more scalable fund strategies.
02/17/16
02/17/16
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. Ocular Therapeutix (OCUL) upgraded to Overweight at Morgan Stanley by analyst Andrew Berens, who said the company's management provided a pathway forward for OTX-TP in glaucoma that appears to be a much lower bar than expected. 2. Carlyle Group (CG) upgraded to Overweight at Morgan Stanley, with analyst Michael Cyprys citing compelling risk/reward and near-term catalysts that include the $4B in portfolio exit pipeline, a $4B investment deployment pipeline, a $200M buyback program, cost controls, and focus on more scalable fund strategies. 3. Tyson Foods (TSN) upgraded to Overweight by Stephens analyst Farha Aslam, who said its valuation multiple should move up since its earnings growth and stability, balance sheet and product portfolio are mirroring that of consumer packaged food companies. 4. Tyler Technologies (TYL) upgraded to Buy at B. Riley, with analyst Kevin Liu citing the New World Systems (NWS) acquisition and expects results and guidance to compare favorably to his estimates. 5. Summit Materials (SUM) upgraded to Buy at Citi by analyst Scott Schrier, who cited attractive valuation and a "constructive outlook" for the heavy materials space. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

RHHBY

Roche

$27.67

0.47 (1.73%)

20:25
12/05/16
12/05
20:25
12/05/16
20:25
Conference/Events
Roche to hold an analyst meeting »

Analyst Meeting to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 05

    Dec

AZO

AutoZone

$776.42

-7.32 (-0.93%)

, HDS

HD Supply

$39.75

0.67 (1.71%)

20:25
12/05/16
12/05
20:25
12/05/16
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

AZO

AutoZone

$776.42

-7.32 (-0.93%)

HDS

HD Supply

$39.75

0.67 (1.71%)

MIK

Michaels

$24.31

0.34 (1.42%)

TOL

Toll Brothers

$30.47

1.15 (3.92%)

BOBE

Bob Evans

$46.77

1.05 (2.30%)

CONN

Conn's

$11.20

0.4 (3.70%)

03/08/13
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  • 05

    Dec

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    Dec

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    Jan

GDDY

GoDaddy

$34.74

1.45 (4.36%)

20:14
12/05/16
12/05
20:14
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20:14
Hot Stocks
GoDaddy acquires WP Curve »

WP Curve announced it has…

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BDC

Belden

$74.99

0.9 (1.21%)

20:10
12/05/16
12/05
20:10
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20:10
Earnings
Belden sees FY17 adjusted EPS $5.00-$5.25, consensus $5.23 »

Sees FY17 revenue…

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  • 05

    Dec

SGMO

Sangamo

19:39
12/05/16
12/05
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19:39
Hot Stocks
Sangamo reports preclinical, manufacturing data on SB-525, says IND on track »

Sangamo BioSciences…

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  • 05

    Dec

SGEN

Seattle Genetics

$66.26

-0.44 (-0.66%)

, BMY

Bristol-Myers

$55.55

-0.41 (-0.73%)

19:38
12/05/16
12/05
19:38
12/05/16
19:38
Hot Stocks
Seattle Genetics, Bristol-Myers: Data supports ADCETRIS, Opdivo combo »

Seattle Genetics (SGEN)…

SGEN

Seattle Genetics

$66.26

-0.44 (-0.66%)

BMY

Bristol-Myers

$55.55

-0.41 (-0.73%)

03/08/13
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  • 05

    Dec

  • 07

    Dec

LGIH

LGI Homes

$32.34

0.45 (1.41%)

19:36
12/05/16
12/05
19:36
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19:36
Hot Stocks
LGI Homes reports November home closings up 28.9% y/y »

LGI Homes announced 321…

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CELG

Celgene

$116.56

-1.07 (-0.91%)

19:36
12/05/16
12/05
19:36
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19:36
Hot Stocks
Celgene reports analysis of three CC-486 studies »

Celgene announced results…

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  • 06

    Dec

BLUE

bluebird bio

$72.15

2.4 (3.44%)

19:35
12/05/16
12/05
19:35
12/05/16
19:35
Hot Stocks
bluebird bio provides updates on HSC gene therapy programs »

bluebird bio provided…

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AGIO

Agios Pharmaceuticals

$49.88

-7.09 (-12.45%)

19:33
12/05/16
12/05
19:33
12/05/16
19:33
Hot Stocks
Agios 'encouraged' by durable clinical activity of AG-120 »

Agios Pharmaceuticals…

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MRK

Merck

$60.25

-0.88 (-1.44%)

19:31
12/05/16
12/05
19:31
12/05/16
19:31
Hot Stocks
Merck: KEYNOTE-087 trial data shows oORR of 69%, CRR of 22.4% »

Merck announced updated…

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  • 06

    Dec

  • 08

    Mar

TWX

Time Warner

$93.34

-0.46 (-0.49%)

, T

AT&T

$38.63

0.02 (0.05%)

19:29
12/05/16
12/05
19:29
12/05/16
19:29
Periodicals
Time Warner 'struggling to expand' HBO Now, NY Post says »

Time Warner (TWX) is…

TWX

Time Warner

$93.34

-0.46 (-0.49%)

T

AT&T

$38.63

0.02 (0.05%)

03/08/13
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  • 05

    Dec

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    Dec

BP

BP

, REPYY

Repsol

$13.88

0.25 (1.83%)

19:18
12/05/16
12/05
19:18
12/05/16
19:18
Periodicals
BP acquires Repsol stake in Indonesia LNG plant, Reuters says »

BP (BP) has purchased…

BP

BP

REPYY

Repsol

$13.88

0.25 (1.83%)

03/08/13
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FOSUF

Fosun

19:12
12/05/16
12/05
19:12
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19:12
Hot Stocks
Liberty Mutual to acquire Fosun subsidiary Ironshore for roughly $3B »

Liberty Mutual Insurance…

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VZ

Verizon

$49.75

-0.06 (-0.12%)

, YHOO

Yahoo

$40.20

0.13 (0.32%)

18:54
12/05/16
12/05
18:54
12/05/16
18:54
Periodicals
AOL CEO 'cautiously optimistic' Verizon-Yahoo deal will go through, WSJ says »

AOL CEO Tim Armstrong…

VZ

Verizon

$49.75

-0.06 (-0.12%)

YHOO

Yahoo

$40.20

0.13 (0.32%)

03/08/13
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  • 05

    Dec

  • 24

    Jan

TUWOY

Tullow Oil

$2.06

0.109 (5.58%)

18:46
12/05/16
12/05
18:46
12/05/16
18:46
Downgrade
Tullow Oil rating change  »

Tullow Oil downgraded to…

03/08/13
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GBNK

Guaranty Bancorp

$22.15

0.75 (3.50%)

18:43
12/05/16
12/05
18:43
12/05/16
18:43
Hot Stocks
Breaking Hot Stocks news story on Guaranty Bancorp »

Castle Creek raises stake…

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ATKR

Atkore

$20.48

-0.18 (-0.87%)

18:41
12/05/16
12/05
18:41
12/05/16
18:41
Syndicate
Atkore files to sell 8M shares of common stock for holders »

The offering is being…

03/08/13
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UTX

United Technologies

$107.42

-0.8 (-0.74%)

18:38
12/05/16
12/05
18:38
12/05/16
18:38
Hot Stocks
United Technologies CEO: No quid pro quo on taxes in Carrier deal with Trump »

Says Carrier agreement…

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IPDN

Professional Diversity Network

$9.75

-0.01 (-0.10%)

18:37
12/05/16
12/05
18:37
12/05/16
18:37
Hot Stocks
Breaking Hot Stocks news story on Professional Diversity Network »

North Star cuts passive…

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DHXM

DHX Media

$5.05

-0.36 (-6.65%)

18:33
12/05/16
12/05
18:33
12/05/16
18:33
Hot Stocks
Breaking Hot Stocks news story on DHX Media »

Luxor Capital cuts…

03/08/13
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TPHS

Trinity Place

$10.02

0.08 (0.80%)

18:24
12/05/16
12/05
18:24
12/05/16
18:24
Hot Stocks
Trinity Place Holdings, Pacolet Milliken acquire Brooklyn building for $68.8M »

Trinity Place Holdings…

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SU

Suncor

$32.46

0.23 (0.71%)

18:07
12/05/16
12/05
18:07
12/05/16
18:07
Hot Stocks
Suncor Energy resolves C$1.3B tax dispute with Canada Revenue Agency »

Suncor Energy reports…

03/08/13
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XLRN

Acceleron

$34.90

-1.39 (-3.83%)

, CELG

Celgene

$116.56

-1.07 (-0.91%)

18:07
12/05/16
12/05
18:07
12/05/16
18:07
Hot Stocks
Acceleron, Celgene report Phase 2 data on luspatercept in beta-thalassemia »

Acceleron Pharma (XLRN)…

XLRN

Acceleron

$34.90

-1.39 (-3.83%)

CELG

Celgene

$116.56

-1.07 (-0.91%)

03/08/13
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  • 05

    Dec

  • 06

    Dec

SNSS

Sunesis

$4.02

0.12 (3.08%)

17:54
12/05/16
12/05
17:54
12/05/16
17:54
Hot Stocks
Sunesis says new VALOR trial data show 'compelling durable survival outcomes' »

Sunesis Pharmaceuticals…

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