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V

Visa

$81.09

0.94 (1.17%)

, MA

MasterCard

$106.99

0.82 (0.77%)

08:17
01/06/17
01/06
08:17
01/06/17
08:17

Visa recent weakness offers good entry point, says BMO Capital

BMO Capital analyst Paulo Ribeiro named Visa (V) as his top pick in the Financial Technology sector and argued that the recent weakness offers a good entry point with a better set-up seen in FY17 for Visa compared to rival MasterCard (MA). To support the preference, Ribeiro called out a first full year of the Costco and USAA portfolios, easier year-over-year comparisons and accretion from its Visa Europe acquisition. Ribeiro rates Visa an Outperform with a $99 price target, while he has an Outperform rating and $123 price target on Mastercard shares.

V

Visa

$81.09

0.94 (1.17%)

MA

MasterCard

$106.99

0.82 (0.77%)

  • 31

    Jan

  • 02

    Feb

V Visa
$81.09

0.94 (1.17%)

12/05/16
12/05/16
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. Nike (NKE) upgraded to Buy from Hold at HSBC. 2. Visa (V) upgraded to Buy from Neutral at Guggenheim. 3. TripAdvisor (TRIP) upgraded to Hold from Sell at Stifel with analyst Scott Devitt citing valuation. 4. McDonald's (MCD) upgraded to Buy from Neutral at Nomura with analyst Mark Kalinowski saying his checks indicate November will be one of the best same-store-sales quick-service burger sector in 2016 and raised McDonald's U.S. Q4 estimate by 150bp to -.5%, versus consensus of -1.6%. 5. Fastenal (FAST) upgraded to Outperform from Market Perform at William Blair with analyst Ryan Merkel saying now is the time to own short-cycle industrials. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/14/16
COWN
12/14/16
NO CHANGE
COWN
Outperform
Cowen 'strongly recommends' Visa into 2017
Cowen analyst George Mihalos noted that 2016 was a disappointing year for the card network operators Visa (V) and MasterCard (MA) but he "strongly" recommends investors build positions in Visa with the stock at its most favorable valuation in over a year. The analyst, who predicts improving network fundamentals in 2017 and expects Visa to see organic revenue growth acceleration, keeps Outperform ratings on both Visa and MasterCard.
12/15/16
BOFA
12/15/16
UPGRADE
Target $92
BOFA
Buy
Visa upgraded to Buy from Neutral at BofA/Merrill
BofA/Merrill analyst Kenneth Bruce upgraded Visa to Buy from Neutral and raised its price target to $92 from $85 to reflect a healthier macro environment and potentially lower taxes and easing regulation that could drive earnings upside. Bruce said Visa's valuation has been pressured over the past few months due to a rotation into cyclical stocks and believes shares are well positioned to for a positive turn in sentiment in 2017.
12/16/16
STFL
12/16/16
NO CHANGE
STFL
Buying opportunity seen in Visa, MasterCard at Stifel
Stifel analyst Christopher Brendler believes that a buying opportunity has been created in Visa (V) and MasterCard (MA), as both stocks have "increasingly attractive relative valuations" and a "positive near-term fundamental outlook," according to Brendler. The analyst notes that Visa's stock is down 4% and MasterCard's is down 1.3% since the election. The analyst says that there is almost no possibility of the Trump Administration increasing the regulation of the credit card networks, and he expects both companies to benefit from domestic fiscal stimulus and a cash repatriation holiday. He keeps Buy ratings on both names but prefers Visa "on relative valuation and pricing upside from Visa Europe."
MA MasterCard
$106.99

0.82 (0.77%)

01/05/17
RBCM
01/05/17
UPGRADE
RBCM
Top Pick
MasterCard upgraded to Top Pick from Outperform at RBC Capital
01/05/17
RBCM
01/05/17
UPGRADE
RBCM
Top Pick
MasterCard upgraded on multiple catalysts at RBC Capital
As noted earlier, RBC Capital upgraded MasterCard to Top Pick from Outperform. Analyst Daniel Perlin says that the company will benefit from improvements in the global economy, along with accelerating revenue growth, its recent acquisition of VocaLink, inflation, and new technological innovations. Target to $130 from $115.
01/05/17
01/05/17
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. MasterCard (MA) upgraded to Top Pick from Outperform at RBC Capital with analyst Daniel Perlin saying the company will benefit from improvements in the global economy, along with accelerating revenue growth, its recent acquisition of VocaLink, inflation, and new technological innovations. 2. Etsy (ETSY) upgraded to Buy from Hold at Loop Capital with analyst Blake Harper saying the company has done something most other retailers have not - fend off competition from Amazon (AMZN). The analyst does not expect Amazon to attract a meaningful share of Etsy shops and products. He raised his price target for Etsy shares to $16 from $14. 3. Chipotle (CMG) upgraded to Neutral from Underperform at Wedbush. 4. Progressive (PGR) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Kai Pan expecting core margins to inflect in 2017 due to a moderation in new business "drag," easier commercial auto comps in the second half of 2017, and sees additional upside from a lower tax rate and rising yield. 5. Southwest (LUV) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Rajeev Lalwani citing its Domestic exposure and defensive positioning. 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

FB

Facebook

$153.91

1.66 (1.09%)

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FLR

Fluor

$44.29

0.52 (1.19%)

12:20
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Flour calls seeing opening interest »

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$NSD

NASDAQ Market Internals

12:17
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Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

12:16
06/22/17
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12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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CSIQ

Canadian Solar

$13.99

0.94 (7.20%)

12:10
06/22/17
06/22
12:10
06/22/17
12:10
Options
Notable call buying in Canadian Solar as shares shine »

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12:10
06/22/17
06/22
12:10
06/22/17
12:10
General news
Treasury Option Action: a call 1x2 on 10s »

Treasury Option Action: a…

SRSC

Sears Canada

$0.47

-0.115 (-19.69%)

12:05
06/22/17
06/22
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12:05
Hot Stocks
Breaking Hot Stocks news story on Sears Canada »

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NLSN

Nielsen

$37.08

-0.15 (-0.40%)

, GOOG

Alphabet

$959.45

8.82 (0.93%)

12:01
06/22/17
06/22
12:01
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12:01
Hot Stocks
Nielsen launches mobile measurement for YouTube ads »

Nielsen (NLSN) announced…

NLSN

Nielsen

$37.08

-0.15 (-0.40%)

GOOG

Alphabet

$959.45

8.82 (0.93%)

GOOGL

Alphabet Class A

$978.59

9.6 (0.99%)

03/08/13
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  • 28

    Jun

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    Jul

AKS

AK Steel

$6.25

0.055 (0.89%)

12:00
06/22/17
06/22
12:00
06/22/17
12:00
Options
AK Steel Jul 8 calls are today's most active option »

AK Steel Jul 8 calls are…

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  • 25

    Jul

CVM

CEL-SCI

$1.75

0.0576 (3.41%)

11:58
06/22/17
06/22
11:58
06/22/17
11:58
Hot Stocks
Breaking Hot Stocks news story on CEL-SCI 

Cel Sci trading resumes

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HAIN

Hain Celestial

$33.16

0.13 (0.39%)

11:55
06/22/17
06/22
11:55
06/22/17
11:55
Hot Stocks
Hain Celestial CEO says he has a strong management team backing him »

The Hain Celestial CEO is…

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  • 22

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    Jun

HAIN

Hain Celestial

$33.16

0.13 (0.39%)

, AMZN

Amazon.com

$1,002.23

9.64 (0.97%)

11:53
06/22/17
06/22
11:53
06/22/17
11:53
Hot Stocks
Hain Celestial says Amazon deal for Whole Foods will give more exposure »

The Hain Celestial CEO is…

HAIN

Hain Celestial

$33.16

0.13 (0.39%)

AMZN

Amazon.com

$1,002.23

9.64 (0.97%)

WFM

Whole Foods

$43.26

0.48 (1.12%)

03/08/13
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03/06/13
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  • 22

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SPLS

Staples

$8.66

-0.09 (-1.03%)

11:47
06/22/17
06/22
11:47
06/22/17
11:47
Recommendations
Staples analyst commentary  »

Staples intrinsic value…

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MMSI

Merit Medical

$36.80

-0.2 (-0.54%)

11:46
06/22/17
06/22
11:46
06/22/17
11:46
Recommendations
Merit Medical analyst commentary  »

Merit Medical allowance…

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  • 28

    Sep

FSLR

First Solar

$37.23

1.78 (5.02%)

11:45
06/22/17
06/22
11:45
06/22/17
11:45
Options
First Solar call volume above normal and directionally bullish »

Bullish option flow…

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  • 22

    Jun

ABBV

AbbVie

$72.80

1.455 (2.04%)

11:44
06/22/17
06/22
11:44
06/22/17
11:44
Upgrade
AbbVie rating change  »

AbbVie upgraded to Buy…

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CMC

Commercial Metals

$18.47

0.06 (0.33%)

11:38
06/22/17
06/22
11:38
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11:38
Hot Stocks
Breaking Hot Stocks news story on Commercial Metals »

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  • 22

    Jun

LPNT

LifePoint

$64.85

0.25 (0.39%)

, CYH

Community Health

$9.56

0.74 (8.39%)

11:35
06/22/17
06/22
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11:35
Hot Stocks
Hosptial stocks at highs after Republicans release ACHA 'discussion draft' »

Publicly traded companies…

LPNT

LifePoint

$64.85

0.25 (0.39%)

CYH

Community Health

$9.56

0.74 (8.39%)

THC

Tenet

$18.94

1.26 (7.13%)

HCA

HCA Holdings

$87.44

3.39 (4.03%)

UHS

Universal Health

$116.28

3.06 (2.70%)

03/08/13
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MYL

Mylan

$38.27

0.85 (2.27%)

11:26
06/22/17
06/22
11:26
06/22/17
11:26
Periodicals
Mylan investors vote against executive pay, re-elect board members, Reuters says »

Mylan shareholders voted…

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  • 22

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  • 03

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  • 09

    Oct

11:25
06/22/17
06/22
11:25
06/22/17
11:25
General news
Treasury announced an $88 B package of coupon offerings for next week »

Treasury announced an $88…

V

Visa

$94.25

-0.29 (-0.31%)

11:23
06/22/17
06/22
11:23
06/22/17
11:23
Hot Stocks
Breaking Hot Stocks news story on Visa »

Visa says 'engaged…

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  • 22

    Jun

KR

Kroger

$22.12

-0.2542 (-1.14%)

11:21
06/22/17
06/22
11:21
06/22/17
11:21
Hot Stocks
Kroger board approves $1B share repurchase program, raises quarterly dividend »

The Kroger Co.'s…

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  • 22

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V

Visa

$94.21

-0.33 (-0.35%)

11:20
06/22/17
06/22
11:20
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11:20
Hot Stocks
Visa says continues to pursue domestic license in China »

Says regulation a…

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  • 22

    Jun

BAC

Bank of America

$23.02

-0.115 (-0.50%)

11:20
06/22/17
06/22
11:20
06/22/17
11:20
Options
Big block of BofA calls as shares dip »

Big block of BofA calls…

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CMC

Commercial Metals

$18.43

0.0192 (0.10%)

11:20
06/22/17
06/22
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11:20
Hot Stocks
Commercial Metals says Q4 is usually a strong shipping quarter »

Sees Q4 margins stable…

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  • 22

    Jun

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