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AET

Aetna

$153.57

0.18 (0.12%)

, ANTM

Anthem

$182.86

-0.64 (-0.35%)

09:25
09/23/17
09/23
09:25
09/23/17
09:25

Week in review: How Trump's policies moved stocks

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Trump and his administration with this weekly recap compiled by The Fly: 1. HEALTHCARE: On Wednesday, a spokesman for Senate Majority Leader Mitch McConnell said he intends to consider the Graham-Cassidy healthcare bill on the Senate floor next week, according to The Wall Street Journal. The same day, President Trump tweeted, "Rand Paul is a friend of mine but he is such a negative force when it comes to fixing healthcare. Graham-Cassidy Bill is GREAT! Ends Ocare!...I hope Republican Senators will vote for Graham-Cassidy and fulfill their promise to Repeal & Replace ObamaCare. Money direct to States!" However, on Friday, Republican Senator John McCain of Arizona voiced his opposition to the Graham-Cassidy bill, stating, "I believe we could do better working together, Republicans and Democrats, and have not yet really tried." This blow from McCain, who also cast the deciding vote in defeating a prior "skinny repeal" effort, gives the Graham-Cassidy legislation much slimmer chances of passing. Publicly traded companies in the healthcare insurance space include Aetna (AET), Anthem (ANTM), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG). 2. GUN MAKERS: On Tuesday, Reuters reported that aides to President Donald Trump are looking to shift oversight of international non-military gun sales from the State Department to the Commerce Department as part of a bid to make it easier for U.S. gun makers to sell small arms to foreign buyers. Following the report, shares of American Outdoor Brands (AOBC), the parent of Smith & Wesson, and Sturm Ruger (RGR) jumped. 3. DACA: Wal-Mart (WMT), Pepsi (PEP) and Target (TGT) have joined a group of nearly 800 companies calling for the U.S. to pass a permanent replacement for DACA, Reuters reported, citing organizer FWD.us. A group of businesses, including Apple (AAPL), Microsoft (MSFT) and Amazon (AMZN), sent a similar letter in August, before President Trump announced plans to wind down the program. Both letters were spearheaded by FWD.us, a pro-immigration group co-founded by Facebook (FB) CEO Mark Zuckerberg. 4. U.S ELECTIONS: The congressional investigation on Russia's role in the 2016 presidential election could bring companies like Twitter (TWTR), Google (GOOGL) and more into the mix, according to a report by Recode on Thursday. Senator Mark Warner is fearful that Russian agents could have used bots to extend their message on Twitter and other websites. Warner is also concerned about the way Google's search results related to the 2016 election appeared. While neither of the companies have been officially requested to testify, Warner told Recode that it is to be determined. The same day, Facebook explained why it has decided to share ads with Congress amid the election probe. "As our General Counsel has explained, this is an extraordinary investigation - one that raises questions that go to the integrity of the US elections. After an extensive legal and policy review, we've concluded that sharing the ads we've discovered with Congress, in a manner that is consistent with our obligations to protect user information, will help government authorities complete the vitally important work of assessing what happened in the 2016 election. That is an assessment that can be made only by investigators with access to classified intelligence and information from all relevant companies and industries - and we want to do our part. Congress is best placed to use the information we and others provide to inform the public comprehensively and completely," the company said. "Week in Review" is The Fly's weekly recap of its recurring series of "Trump Effect" exclusive stories.

AET

Aetna

$153.57

0.18 (0.12%)

ANTM

Anthem

$182.86

-0.64 (-0.35%)

CNC

Centene

$92.22

1.48 (1.63%)

CI

Cigna

$182.74

0.61 (0.33%)

HNT

Health Net

HUM

Humana

$239.09

0.45 (0.19%)

MOH

Molina Healthcare

$65.32

2.81 (4.50%)

UNH

UnitedHealth

$193.03

-2.18 (-1.12%)

WCG

WellCare

$167.16

1.1 (0.66%)

AOBC

American Outdoor Brands

$15.01

-0.15 (-0.99%)

RGR

Sturm, Ruger

$51.00

-1.85 (-3.50%)

WMT

Wal-Mart

$79.53

-0.48 (-0.60%)

PEP

PepsiCo

$111.85

-0.95 (-0.84%)

TGT

Target

$58.99

0.66 (1.13%)

AAPL

Apple

$151.89

-1.5 (-0.98%)

MSFT

Microsoft

$74.41

0.2 (0.27%)

AMZN

Amazon.com

$955.10

-9.55 (-0.99%)

TWTR

Twitter

$17.61

0.03 (0.17%)

GOOGL

Alphabet Class A

$943.26

-4.29 (-0.45%)

GOOG

Alphabet

$928.53

-3.92 (-0.42%)

FB

Facebook

$170.54

-0.57 (-0.33%)

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AET Aetna
$153.57

0.18 (0.12%)

07/14/17
PIPR
07/14/17
NO CHANGE
Target $18
PIPR
Overweight
Piper views updated Aetna policy as disappointing for Natera
Piper Jaffray analyst William Quirk views Aetna's (AET) updated non-invasive prenatal testing medical policy, where it decided to continue covering the test only in high risk, as "disappointing." Upside for Natera (NTRA) in the second half of 2017 now falls on Medicaid and microdeletion reimbursement progress, and less so commercial payers flipping to cover average risk, Quick tells investors in a research note. He keeps an Overweight rating on Natera shares with an $18 price target.
09/12/17
ARGS
09/12/17
NO CHANGE
ARGS
Aetna price target raised to $185 from $165 at Argus
Argus analyst David Toung believes that Aetna reported "strong" Q2 results. The analyst remains upbeat on the company's 2H17 outlook and keeps a Buy rating on the shares.
07/13/17
FBCO
07/13/17
NO CHANGE
Target $165
FBCO
Outperform
Aetna price target raised to $165 from $160 at Credit Suisse
Credit Suisse analyst Scott Fidel raised his price target for Aetna to $165 from $160 ahead of Q2 results. He reiterates an Outperform rating on the shares.
06/28/17
06/28/17
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. Altaba (AABA) initiated with an Overweight at JPMorgan. 2. Aetna (AET) and Humana (HUM) were initiated with a Buy at Citi. The firm also added Aetna to its Focus List. 3. CVS Health (CVS) and Walgreens Boots Alliance (WBA) were initiated with a Hold at Needham. 4. Oaktree Capital (OAK) initiated with a Hold at Jefferies. 5. General Motors (GM) resumed with an Overweight at Morgan Stanley. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
ANTM Anthem
$182.86

-0.64 (-0.35%)

09/19/17
RBCM
09/19/17
INITIATION
RBCM
Sector Perform
Express Scripts initiated with a Sector Perform at RBC Capital
RBC Capital analyst George Hill started coverage of Express Scripts (ESRX) with a $68 price target and a Sector Perform rating. The analyst says that the company "faces an uncertain future" in the wake of the loss of its deal with Anthem ( ANTM), as he believes that it will have difficulty generating operating profit growth without Anthem.
06/23/17
LEER
06/23/17
NO CHANGE
LEER
Outperform
Draft version of Senate healthcare bill better than expected, says Leerink
Leerink analyst Ana Gupte said she views the draft version of the Senate healthcare bill as better than expected, stating that stabilization of the Exchanges and risk stabilization is a direct positive for health insurers and indirect positive for facility operators. The Senate bill maintains the House bill's plan to repeal all "ObamaCare" industry fees and taxes, which is a positive for Managed Care and Medical Technology players, Gupte adds. She keeps Outperform ratings on Anthem (ANTM), UnitedHealth (UNH), Cigna (CI), Humana (HUM), WellCare (WCG), Molina Healthcare (MOH) and acute care hospital operators HCA Holdings (HCA), Tenet (THC) and LifePoint (LPNT).
07/12/17
FBCO
07/12/17
INITIATION
Target $195
FBCO
Neutral
Anthem initiated with a Neutral at Credit Suisse
Credit Suisse analyst Scott Fidel started Anthem with a Neutral rating and $195 price target. The company has produced slower earnings growth over the past decade relative to Managed Care peers and its returns on capital are also "sub-par relative to comps," the analyst contends. He believes Anthem is "entering a new chapter" following the failed Cigna (CI) acquisition and "uncertain future" of the Affordable Care Act's exchanges and Medicaid expansion.
06/28/17
SBSH
06/28/17
NO CHANGE
Target $205
SBSH
Buy
Anthem removed from Focus List at Citi
Citi analyst Ralph Giacobbe removed Anthem (ANTM) from his firm's Focus List but keeps a Buy rating on the shares with a $205 price target. The analyst believes some of the upside catalysts have played out. He also added Aetna (AET) to the Focus List.
CNC Centene
$92.22

1.48 (1.63%)

09/13/17
LEER
09/13/17
NO CHANGE
Target $90
LEER
Market Perform
Centene price target raised to $90 from $78 at Leerink
Leerink analyst Ana Gupte raised her price target for Centene to $90 from $78 as she is positive on it after the announcement of the Fidelis AMC acquisition. The analyst reiterates a Market Perform rating on the shares.
09/13/17
MSCO
09/13/17
NO CHANGE
Target $94
MSCO
Overweight
Deal for Fidelis 'in Centene's wheelhouse,' says Morgan Stanley
Morgan Stanley analyst Zack Sopcak sees Fidelis Care as a strong fit, both culturally and in terms of business mix, for Centene, calling the acquisition a deal "in Centene's wheelhouse." The analyst, who views the downside to the deal as limited given what he sees as modest synergy targets, keeps an Overweight rating and $94 price target on Centene shares.
07/26/17
PIPR
07/26/17
NO CHANGE
Target $105
PIPR
Overweight
Piper says double down on Centene, ups target to $105
Piper Jaffray analyst Sarah James attributes yesterday's post-earnings pullback in shares of Centene to the macro backdrop and the company's spending bump that she believes fuels the bear concern that constant spending for growth pressures margins. The analyst "strongly" disagrees and believe this is when investors should double down on Centene shares. The company will see the greatest multiple expansion in the group and has the highest potential for earnings upside, James tells investors in a research note. She raised her price target for the shares to $105 from $85 and keeps an Overweight rating on the name.
09/13/17
CANT
09/13/17
NO CHANGE
Target $107
CANT
Overweight
Centene price target raised to $107 from $100 at Cantor
Cantor Fitzgerald analyst Steven Halper raised his price target for Centene shares to $107 following the company's acquisition of Fidelis Care. The analyst views the acquisition positively, both from a strategic and financial perspective. He keeps an Overweight rating on Centene.
CI Cigna
$182.74

0.61 (0.33%)

06/23/17
JEFF
06/23/17
NO CHANGE
JEFF
Jefferies says healthcare rally 'appropriate' after 'toothless' AHCA rewrite
Jefferies analyst David Windley said the rally yesterday in healthcare stocks was appropriate given the "anemic" rewrite of the AHCA healthcare bill by Senate Republicans. The key changes are removal of "pay-for" taxes, a somewhat longer runway for Exchange cost-sharing reduction subsidies, and delayed Medicaid transition to per capita caps, he tells investors. Windley called Cigna (CI) "probably the safest MCO in this noise", adding that Humana (HUM) would benefit most from the proposed removal of the health insurer fee. Other publicly traded healthcare insurers include Aetna (AET), Anthem (ANTM), Centene (CNC), Health Net (HNT), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
06/16/17
06/16/17
NO CHANGE

Leerink reiterates view that Cigna could bid for Humana
Leerink analyst Ana Gupte reiterated his views that Cigna (CI) could make a bid Humana (HUM) following Cigna's disclosure that 60% of its Medicare Advantage plans will be in 4-STAR rated plans. The announcement is most positive for Humana (HUM) which is the largest pure play Medicare Advantage name, but also paves the way for Cigna to potentially dievest its legacy HS Medicare Advantage book and bid for Humana.
HNT Health Net

11/09/16
BERN
11/09/16
NO CHANGE
BERN
Health insurers to see multiple catalysts from Trump presidency, says Bernstein
Bernstein analyst Lance Wilkes says that "repealing and replacing Obamacare will be Trump's primary focus." The analyst expects health insurers to benefit from from the repeal of ACA taxes and the elimination of requirements to spend a certain percentage of revenue on medical costs. Wilkes expects Anthem (ANTM) and Blue Cross/Blue Shield providers to benefit from the elimination of public exchanges and broad coverage requirements. Other health insurers include Aetna (AET), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
HUM Humana
$239.09

0.45 (0.19%)

08/03/17
FBCO
08/03/17
NO CHANGE
Target $260
FBCO
Outperform
Humana price target raised to $260 from $250 at Credit Suisse
Credit Suisse analyst Scott Fidel raised his price target for Humana to $260 from $250 following quarterly results. The analyst reiterates an Outperform rating on the shares.
08/03/17
OPCO
08/03/17
NO CHANGE
Target $255
OPCO
Outperform
Humana price target raised to $255 from $236 at Oppenheimer
Oppenheimer analyst Michael Wiederhorn raised his price target for Humana to $255 from $236 following "strong results" that were driven by outperformance in Medicare Advantage, and after the company raised 2017 EPS guidance. The analyst reiterates an Outperform rating on the shares.
08/03/17
PIPR
08/03/17
NO CHANGE
Target $280
PIPR
Overweight
Humana price target raised to $280 from $246 at Piper Jaffray
Piper Jaffray analyst Sarah James raised her price target for Humana to $280 saying the company reported a "strong" beat and raise quarter driven by "strong" Medicare Advantage performance and improved cost control. The analyst sees upside to the current share price and keeps an Overweight rating on Humana.
07/13/17
FBCO
07/13/17
NO CHANGE
Target $250
FBCO
Outperform
Humana price target raised to $250 from $245 at Credit Suisse
Credit Suisse analyst Scott Fidel raised his price target for Humana to $250 from $245 ahead of Q2 results. He reiterates an Outperform rating on the shares.
MOH Molina Healthcare
$65.32

2.81 (4.50%)

08/17/17
MSCO
08/17/17
UPGRADE
MSCO
Overweight
Molina Healthcare upgraded to Overweight from Equal Weight at Morgan Stanley
08/17/17
PIPR
08/17/17
NO CHANGE
Target $70
PIPR
Overweight
Molina has sufficient cash without capital raise, says Piper Jaffray
Piper Jaffray analyst Sarah James believes concerns around Molina Healthcare's cash levels, which drove the stock down 5% in the last week, are overdone. After addressing the issue with management, James is "comfortable and confident" that Molina has sufficient cash to meet its needs and has excess reserves without needing an equity raise as feared by bears. The analyst views the shares as undervalued and keeps an Overweight rating on the name with a $70 price target.
08/17/17
08/17/17
UPGRADE
Target $68

Overweight
Molina Healthcare upgraded to Overweight from Underweight at Morgan Stanley
As previously reported, Morgan Stanley upgraded Molina Healthcare two notches to Overweight from Underweight and raised its price target to $68 from $65. Analyst Zack Sopcak sees a clear path to growth from a clear cost cutting plan and strategy, and favorable risk/reward following the 15% decline in shares since June. The analyst believes interim management's clear restructuring targets are achievable and limit share downside. Sopcak said Molina is on the "cusp" of being the next managed care organization to succeed on a turnaround after bottoming out in Q2.
09/21/17
MUFG
09/21/17
INITIATION
Target $70
MUFG
Neutral
Molina Healthcare initiated with a Neutral at MUFG
MUFG analyst Jason Twizell started Molina Healthcare with a Neutral rating and $70 price target.
UNH UnitedHealth
$193.03

-2.18 (-1.12%)

08/11/17
COWN
08/11/17
NO CHANGE
Target $220
COWN
Outperform
UnitedHealth price target raised to $220 from $175 at Cowen
Cowen analyst Christine Arnold raised her price target on UnitedHealth to $220 from $175. The analyst believes the company can achieve its long-term growth targets in 2018, citing Medicare Advantage enrollment growth, operating efficiencies, commercial market penetration, and OptumRx and OptumInsight earnings gains. Arnold reiterated her Outperform rating on UnitedHealth shares.
08/30/17
ADAM
08/30/17
DOWNGRADE
Target $54
ADAM
Hold
The Advisory Board downgraded to Hold from Buy at Canaccord
Canaccord analyst Richard Close downgraded The Advisory Board (ABCO) to Hold from Buy based on the announced transaction to split the company by selling the Healthcare business to UnitedHealth's (UNH) Optum unit and the Education Business to Vista Equity Partners. Close lowered his price target to $54.29 on Advisory Board shares.
08/16/17
PIPR
08/16/17
NO CHANGE
PIPR
Overweight
UnitedHealth made 'solid choice' in new CEO, says Piper Jaffray
Piper Jaffray analyst Sarah James views UnitedHealth's promotion of David Wichmann as a "solid choice and not a surprise." The analyst expects business as usual for the company as it continues to push into technology including artificial intelligence. She has an Overweight rating on the shares.
08/29/17
PIPR
08/29/17
NO CHANGE
Target $54.29
PIPR
Neutral
Piper says Advisory Board deal should be marginally accretive to UnitedHealth
Piper Jaffray analyst Sean Wieland said Advisory Board's (ABCO) deal to merge its healthcare business with United Healthcare's (UNH) OptumInsights should be marginally accretive to UnitedHealth and add to his confidence in his FY18 OptumInsights growth estimates. He keeps a Neutral rating on Advisory Board shares and raised his price target on the stock to $54.29 from $51 to reflect the combined estimated amount being paid to shareholders by Optum and Vista Equity, the buyers of Advisory's education business.
WCG WellCare
$167.16

1.1 (0.66%)

07/13/17
FBCO
07/13/17
NO CHANGE
Target $163
FBCO
Neutral
WellCare price target raised to $163 from $155 at Credit Suisse
Credit Suisse analyst Scott Fidel raised his price target for WellCare to $163 from $155 ahead of Q2 results. He reiterates a Neutral rating on the shares.
09/21/17
MUFG
09/21/17
INITIATION
Target $204
MUFG
Overweight
WellCare initiated with an Overweight at MUFG
MUFG analyst Jason Twizell started WellCare Health Plans with an Overweight rating and $204 price target.
08/25/17
08/25/17
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. Walgreens Boots Alliance (WBA) initiated with a Buy and CVS Health (CVS) and Fred's (FRED) initiated with a Hold at Loop Capital. 2. Adobe (ADBE), Intuit (INTU), GoDaddy (GDDY) initiated with a Buy at Jefferies, while Mindbody (MB) was initiated with a Hold. 3. New Oriental Education (EDU), Bright Scholar (BEDU) and TAL Education (TAL) initiated with Overweight ratings at Morgan Stanley. 4. WellCare (WCG) coverage assumed with an Overweight at Cantor. 5. Dollar Tree (DLTR) and Dollar General (DG) reinstated with Buy ratings at BofA/Merrill. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/25/17
CANT
08/25/17
INITIATION
Target $195
CANT
Overweight
WellCare coverage assumed with an Overweight at Cantor
Cantor analyst Steven Halper assumed coverage on WellCare with an Overweight and a $195 price target.
AOBC American Outdoor Brands
$15.01

-0.15 (-0.99%)

09/01/17
IFSG
09/01/17
INITIATION
Target $21
IFSG
Outperform
American Outdoor Brands initiated with an Outperform at IFS Securities
IFS Securities analyst Ronald Bookbinder started American Outdoor Brands with an Outperform rating and $21 price target. The analyst sees an "excellent investment opportunity" given the company's focus on taking market share and developing new products.
09/20/17
CHLM
09/20/17
NO CHANGE
Target $17
CHLM
Hold
Easing of gun makers export rules could be catalyst, says Craig-Hallum
Craig-Hallum analyst Steven Dyer notes that while details are still vague, commentary suggests that the Trump Administration is contemplating a plan to shift oversight of international non-military firearms sales from the State Department to the Commerce Department, effectively making it easier for U.S. manufacturers to sell guns overseas. The analyst argues that while international sales make up less than 5% of American Outdoor Brands' total revenue, he views this legislation as a potential catalyst to drive increased international sales. He reiterates a Hold rating on the shares, while raising his price target on the stock to $17 from $15.
09/08/17
CHLM
09/08/17
NO CHANGE
Target $15
CHLM
Hold
American Outdoor Brands price target lowered to $15 from $23 at Craig-Hallum
Craig-Hallum analyst Steven Dyer noted that inventory destocking and a highly promotional environment hurt American Outdoor Brands' sales and margins and he believes it is too early to say the worst is past for the firearms industry. He keeps a Hold rating on American Outdoor shares and lowered his price target on the stock to $15 from $23.
09/08/17
LSCM
09/08/17
NO CHANGE
Target $13
LSCM
Hold
American Outdoor Brands price target lowered to $13 from $17 at Lake Street
Lake Street analyst Chris Krueger lowered his price target for American Outdoor Brands to $13 saying the company's Q1 results "were weak" despite giving guidance with just four weeks remaining in the quarter. The analyst believes trends fell off in July and have remained weak thus far in Q2. He thinks the industry environment will remain difficult for several more months and keeps a Hold rating on the shares.
RGR Sturm, Ruger
$51.00

-1.85 (-3.50%)

03/14/17
03/14/17
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. Herbalife (HLF) initiated with a Neutral at Citi. 2. OPKO Health (OPK) initiated with a Buy at Guggenheim. 3. Bojangles (BOJA) initiated with an Outperform at Cowen. 4. Sturm, Ruger (RGR) initiated with a Hold at Wunderlich. 5. Wayfair (W) initiated with an Overweight at Stephens. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
03/14/17
WDLK
03/14/17
INITIATION
Target $51
WDLK
Hold
Sturm, Ruger initiated with a Hold at Wunderlich
Wunderlich analyst Rommel Dionsio started Sturm, Ruger with a Hold rating and $51 price target.
08/21/17
08/21/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on the today's top five analyst initiations with this list compiled by The Fly: 1. Sienna Biopharmaceuticals (SNNA) initiated with an Outperform at BMO Capital, an Overweight at JPMorgan and an Outperform at Cowen. 2. Maxim analyst James Jang initiated coverage of the dry bulk shipping sector, starting Seanergy Marine (SHIP), Safe Bulkers (SB), Euroseas (ESEA) and Eagle Bulk Shipping (EGLE) with Buy ratings. 3. Buckingham analyst Matthew Brooklier started coverage of Knight Transportation (KNX), Werner (WERN) and Ryder (R) with Buy ratings and Old Dominion (ODFL) with a Neutral rating. 4. Baker Hughes (BHGE) initiated with a Buy at Argus. 5. Sturm, Ruger (RGR) initiated with a Buy at Aegis. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/21/17
AGIS
08/21/17
INITIATION
Target $67
AGIS
Buy
Sturm, Ruger initiated with a Buy at Aegis
Aegis analyst Rommel Dionisio started Sturm, Ruger with a Buy rating and $67 price target, stating that his channel checks of U.S. firearms dealers and distributors show they expect inventory destocking to end within the next two to three months.
WMT Wal-Mart
$79.53

-0.48 (-0.60%)

08/29/17
OPCO
08/29/17
NO CHANGE
OPCO
Whole Foods price cuts deep, not broad yet after Amazon deal, says Oppenheimer
Based on his analysis in New York City following Amazon (AMZN) acquisition, Oppenheimer analyst Rupesh Parikh notes Whole Foods (WFM) cut prices on select items by 22%, or $1.15 on average. The analyst would characterize Whole Foods' cuts as deep, but not broad yet. Parikh expects a heightened period of volatility for grocers to persist given competitive uncertainty, and says he does not expect Wal-Mart (WMT) and Kroger (KR) to let pricing gaps erode. As a result, the analyst would expect counter-reactions if need be to the extent Amazon gets aggressive on a basket of items versus just a few SKUs.
09/06/17
FBCO
09/06/17
NO CHANGE
Target $43
FBCO
Underperform
Campbell Soup, Wal-Mart still negotiating, says Credit Suisse
Following up on Campbell Soup's (CPB) public disagreement in the soup category with Wal-Mart (WMT), Credit Suisse analyst Robert Moskow says the dispute specifically relates to Wal-Mart's demands for lower everyday price points on Campbell's condensed soup products. While this dispute does not appear to involve General Mills' (GIS) Progresso brand or the ready-to-serve category at this time, the analyst notes that Wal-Mart presumably could threaten to give more shelf space to General Mills or its Great Value brand at Campbell's expense. Campbell and Wal-Mart are still negotiating, Moskow points out, adding that it may be a good thing for the stock if Campbell can get Wal-Mart to agree to a compromise. The analyst reiterates an Underperform rating and $43 price target on Campbell's shares.
09/20/17
KEYB
09/20/17
NO CHANGE
KEYB
Toys R Us bankruptcy positive for Wal-Mart, Amazon, says KeyBanc
KeyBanc analyst Edward Yruma views the Toys R Us (TOY) bankruptcy as positive for both Wal-Mart (WMT) and Amazon (AMZN). The analyst believes that Wal-Mart's toy and baby business is over two times Toys R Us' domestic business and that its relative importance to the toy companies will only increase. Meanwhile, Yruma thinks Amazon's growth and convenience will drive continued share gains as well.
09/07/17
WELS
09/07/17
NO CHANGE
WELS
Market Perform
Perrigo signaled willingness to work with Amazon, says Wells Fargo
Wells Fargo analyst David Maris noted that while presenting yesterday at the firm's conference, Perrigo (PRGO) said it would welcome working with Amazon on store brands. Currently, online sales partnerships with e-commerce arms of existing retailers, such as Walmart (WMT) and Walgreens (WBA), account for 1% of Perrigo products, he added. Maris, who said the company made an "upbeat and confident presentation," keeps a Market Perform rating on Perrigo shares.
PEP PepsiCo
$111.85

-0.95 (-0.84%)

09/08/17
FBCO
09/08/17
DOWNGRADE
FBCO
Neutral
PepsiCo downgraded to Neutral on declining US beverage sales at Credit Suisse
Credit Suisse analyst Laurent Grandet downgraded PepsiCo to Neutral from Outperform and trimmed its price target to $124 from $125. The analyst said risk/reward is "balanced" following an 11% share appreciation over the past year, especially with US beverage sales struggling year-to-date. Grandet said the company's leading non-carbonated beverage portfolio is now also in decline and can no longer offset carbonated soft drink weakness. The analyst lowered earnings estimates below the Street and expects expects consensus to eventually be revised downward.
07/12/17
JPMS
07/12/17
NO CHANGE
Target $133
JPMS
Overweight
PepsiCo price target raised to $133 from $125 at JPMorgan
JPMorgan analyst Andrea Teixeira raised her price target for PepsiCo after meeting with management following the company's Q2 results. The meeting was positive, but there was a "slightly more cautiously optimistic tone," particularly around the outlook for North America Beverages for the remainder of 2017, Teixeira tells investors in a research note. The analyst, however, continues to believe Pepsi compares favorably relative to other large-cap multinational peers. She keeps an Overweight rating on the shares.
09/14/17
MACQ
09/14/17
INITIATION
Target $125
MACQ
Outperform
PepsiCo initiated with an Outperform at Macquarie
Macquarie analyst Caroline Levy initiated PepsiCo with an Outperform and a $125 price target saying management has continued to evolve the company to win as consumer changes accelerate. Levy said Pepsi has leading brands in big markets, a best in class snack business, and financial discipline.
09/08/17
09/08/17
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. PepsiCo (PEP) downgraded to Neutral on declining US beverage sales at Credit Suisse with analyst Laurent Grandet saying risk/reward is "balanced" following an 11% share appreciation over the past year, especially with US beverage sales struggling year-to-date. 2. Chipotle (CMG) downgraded to Underperform from Market Perform at Cowen with analyst Andrew Charles citing proprietary survey data that indicates the company's quality and value perceptions remain at trough levels, leading him to believe the sales recovery will continue to trail investor expectations. 3. Aflac (AFL) downgraded to Underperform from Neutral at BofA/Merrill with analyst Seth Weiss citing relative valuation. 4. Kroger (KR) downgraded to Perform from Outperform at Oppenheimer with analyst Rupesh Parikh citing the company's second quarter results. 5. Rice Energy (RICE) downgraded to Neutral from Buy at Goldman Sachs with analyst Brian Singer citing valuation following recent 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.
TGT Target
$58.99

0.66 (1.13%)

08/25/17
08/25/17
NO CHANGE

Price cuts not a 'silver bullet' for Amazon to disrupt grocery, says Citi
Citi analyst Alvin Concepcion noted that a number of food retail stocks sold off yesterday after Amazon (AMZN) announced price reductions on certain top selling items at Whole Foods (WFM) stores beginning on Monday when their deal closes, but he contends "price cuts alone are not a silver bullet to becoming a disruptive threat" in an industry that already has many discount operators. He adds that he would be wary of a more significant negative overreaction to news around Amazon's price plans at Whole Foods at this time. Some of the food retailing stocks that declined yesterday included Wal-Mart (WMT), Target (TGT), Kroger (KR), Sprouts Farmers Market (SFM), Costco (COST) and Supervalu (SVU).
09/11/17
BERN
09/11/17
NO CHANGE
Target $68
BERN
Outperform
Target everyday low pricing move not surprising, says Bernstein
Bernstein analyst Brandon Fletcher notes that Target announced that it is lowering prices on thousands of consumables items, and its stock is "unsurprisingly" down on the news. It really should not be, Fletcher said, adding that Target had previously announced the move at a recent financial community meeting where management commented on its price investment strategy as, "We've got to make sure that we move from a promotional cadence back to our traditional everyday low price." The analyst reiterates an Outperform rating and $68 price target on the shares.
09/18/17
OPCO
09/18/17
NO CHANGE
Target $45
OPCO
Outperform
Equifax breach could become tailwind for Fortinet, says Oppenheimer
Following a meeting with Fortinet's (FTNT) management, Oppenheimer analyst Shaul Eyal believes the Equifax (EFX) breach could yield an effect akin to the late-2013 Target (TGT) breach, whereby heightened security awareness and an increase in involvement across boards and C-level executives which could convert into increased security budgets. Further, the analyst believes Fortinet is focused on better positioning itself for IT trends, and that its "strong growth" in subscription services remains in-tact and higher-end appliance traction remains a strong-point for its product segment. Eyal reiterates an Outperform rating and $45 price target on Fortinet's shares.
09/20/17
CLVD
09/20/17
NO CHANGE
CLVD
Target's Q3 trending ahead of Street, but long-term risks remain, says Cleveland
Cleveland Research analyst Scott Bender said Q3 comp trends are ahead of consensus as sales have improved through the quarter following a mixed start. The analyst said the longer-term outlook for Target remains cautious and sees downside risk to consensus expectations due to competitive pressures and sub-par operations/execution. Bender rates Target a Neutral.
AAPL Apple
$151.89

-1.5 (-0.98%)

09/22/17
KEYB
09/22/17
NO CHANGE
KEYB
Broadcom, Skyworks still 'well represented' in iPhone 8, says KeyBanc
KeyBanc analyst John Vinh said the results of iFixit's teardown of Apple's (AAPL) newly available iPhone 8 were "largely in line" with his expectations. The number of Broadcom (AVGO) RF chips decreased to one from three, but he still anticipates RF content increased as the RF chip appears larger. Also, the Wi-Fi/Bluetooth module likely is using a Broadcom combo chip, he thinks. Skyworks (SWKS) also remains "well represented" in the new device, he added.
09/22/17
NORL
09/22/17
NO CHANGE
NORL
Apple may adopt Sequans CAT M radios, says Northland
Northland analyst Tom Spenzis said Apple (AAPL) is experiencing connectivity issues with its new voice-enables cellular Watch along with battery drain with LTE radios, which could lead to increased adoption of Sequans (SQNS) CAT M radios.
09/22/17
PIPR
09/22/17
NO CHANGE
Target $196
PIPR
Overweight
Piper ups Apple target to $196 after iPhone price analysis
The combination of a higher priced iPhone 8 relative to the iPhone 7 and launch of iPhone X should result in a year-over-year average selling price uplift for Apple, Piper Jaffray analyst Michael Olson tells investors in a research note. The analyst now models an iPhone average selling price in fiscal year 2018 of $710, above the consensus at $696. Despite potential for iPhone 8 to see a short-term negative impact from customers waiting for iPhone X, investors should own Apple on potential for a strong overall iPhone cycle, Olson writes. He raised his price target for the shares to $196 from $190 and maintains an Overweight rating on the name. Apple closed yesterday down $2.68 to $153.39.
09/22/17
SBSH
09/22/17
NO CHANGE
Target $170
SBSH
Buy
Citi reviews iPhone 8 launches, says customers waiting for iPhone X
In a research note titled "While You Were Sleeping, iPhone 8 Launched in Various Regions," Citi analyst Jim Suva says his firm's s global team reviewed in-store launches and ship times for iPhone 8 and iPhone 8 Plus across Australia, Japan and Asia. His overall conclusion is that customers are likely waiting for iPhone X, which is not expected to be available until November 3. Current ship times are quicker and lines shorter for the iPhone 8 than prior launches, which is not surprising as users will wait to compare to iPhone X before making a final purchase, Suva tells investors in a research note. The analyst remains positive on Apple shares with a Buy rating and $170 price target. The iPhone maker is down 84c to $152.55 in premarket trading after declining 2% yesterday.
MSFT Microsoft
$74.41

0.2 (0.27%)

09/07/17
OPCO
09/07/17
NO CHANGE
Target $80
OPCO
Outperform
Microsoft new accounting standards changes revenue timing, says Oppenheimer
Oppenheimer analyst Timothy Horan says Microsoft's adoption of new accounting standards changes the timing and recognition of revenue but not the underlying mechanics when calculating guidance methodology. Sales practices, customer billing and business strategy remain unaffected by the new accounting standards, he adds. Horan reiterates an Outperform rating and $80 price target on the shares.
09/11/17
KEYB
09/11/17
NO CHANGE
Target $82
KEYB
Overweight
KeyBanc remains bullish on Microsoft on sustained cloud momentum
KayBanc analyst Brent Bracelin remains bullish on Microsoft as a core technology holding as the commercial cloud segment should reach critical mass in the coming year, exceeding a $20B run-rate, and free cash flow power could expand to $6 per share within four years. The analyst reiterates an Overweight rating and $82 price target on the shares.
09/20/17
STFL
09/20/17
NO CHANGE
Target $80
STFL
Buy
Microsoft weakness on dividend disappointment a buying opportunity, says Stifel
Stifel analyst Brad Reback noted that he expected Microsoft to raise its dividend by 10%-15%, in-line with its average annual rate of increase over the past 10 years, not the 7.6% by which the company increased it. The dividend news paired with the fact that G. Mason Morfit of ValueAct is leaving the board may put the stock under modest pressure, but if so he would view the pullback as a buying opportunity, he tells investors. Reback keeps a Buy rating and $80 price target on Microsoft shares.
09/11/17
WELS
09/11/17
NO CHANGE
WELS
Audience extension could drive LinkedIn budget share higher, says Wells Fargo
Wells Fargo analyst Peter Stabler notes that Microsoft LinkedIn is now distributing Sponsored Content ads via third-party sites and apps and ad exchanges. His checks with marketing developers suggest LinkedIn maintains low-single-digit share of social marketing budgets. Beta testing suggests "significant lift" in impression and click volumes, and Stabler believes audience extension could drive LinkedIn's budget share higher.
AMZN Amazon.com
$955.10

-9.55 (-0.99%)

09/19/17
KEYB
09/19/17
NO CHANGE
KEYB
KeyBanc remains positive on Activision Blizzard, Electronic Arts
KeyBanc analyst Evan Wingren remains positive on Activision Blizzard (ATVI), Electronic Arts (EA), and Take-Two (TTWO) after attending eSCon, a small eSports conference in Los Angeles. The analyst believes interest and momentum in the space remains high, and continues to think the majority of the economics in the industry will accrue to IP owners and scaled technology partners. Therefore, Wingren continues to see the publishers as well-positioned, as well as Amazon's (AMZN) Twitch, Google's (GOOG; GOOGL) YouTube, and Facebook (FB).
09/20/17
SBSH
09/20/17
NO CHANGE
Target $51
SBSH
Buy
Citi likes Kohl's swimming with the 'shark,' boosts target to $51
Citi analyst Paul Lejuez raised his price target for Kohl's (KSS) to $51 after the company announced its second partnership with Amazon (AMZN) this month. The collaboration, at a time when department stores are struggling, shows that Kohl's management is thinking out of the box, Lejuez tells investors in a research note. He believes the partnership can work to improve traffic. It is "better to be the 'pilot fish' that swims with the 'shark' than to be hunted by the shark," the analyst contends. He keeps a Buy rating on Kohl's.
09/20/17
NRCS
09/20/17
NO CHANGE
NRCS
Henry Schein and Patterson concerns overdone, says Northcoast
Northcoast analyst Ed Snyder said Henry Schein (HSIC) and Patterson Companies (PDCO) have traded significantly lower in the past week due to concerns Amazon.com will increase exposure to the dental market. Snyder's research indicates Amazon is sourcing product from unsustainable sources including grey market sellers and privately-held Arnold Dental Supply, and not from large dental product manufacturers directly. He expects Arnold Dental to face increasing pressure from manufacturers who are annoyed product s are being sold via Amazon and notes many are not currently filling orders to replenish inventory. Further, Snyder said dentists value equipment service and support offered by traditional distributors far more than price discounts.
TWTR Twitter
$17.61

0.03 (0.17%)

08/25/17
08/25/17
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 Jefferies by analyst Brent Hill, who prefers Google (GOOGL), Facebook (FB) and Snap (SNAP) as plays on the digital video transition occurring across the social media space. Thill, who thinks Twitter will underperform broader internet and social peers, acknowledged that investors might ask why he is not advising to sell the stock, but he thinks recent management changes could improve the company's declining ARPU in the near-term. 2. Ulta Beauty (ULTA) downgraded to Market Perform from Outperform at BMO Capital by analyst Shannon Coyne, who said that there are bright spots ahead for the company, but sees "clouds on the horizon" looking ahead, including a slowing beauty market and department stores that are "upping their collective game." 3. Hormel Foods (HRL) downgraded to Neutral from Outperform at Credit Suisse by analyst Robert Moskow, who said increased volatility in the protein markets has reduced earnings visibility and his confidence in FY2020 margin targets of 15-19%. Moskow sees further risk from the pork industry's 10% expansion in slaughter capacity. 4. TripAdvisor (TRIP) and Shutterstock (SSTK) downgraded to Underperform from Hold at Jefferies. 5. Domino's Pizza (DPZ) downgraded to Hold from Buy at Argus by analyst John Staszak due to concerns about slowing international revenue combined with a potential for a comparable slowdown in domestic sales. The analyst now expects Domino's to post mid-single-digit comp growth following years of double-digit growth and believes margin gains will be limited going forward as the company invests in the business. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/25/17
JEFF
08/25/17
DOWNGRADE
Target $16
JEFF
Hold
Jefferies cuts Twitter with Google, Facebook and Snap preferred in social video
As previously reported, Jefferies analyst Brent Thill downgraded Twitter (TWTR) to Hold from Buy in a note to investors after the market close yesterday, stating that he prefers Google (GOOGL), Facebook (FB) and Snap (SNAP) as plays on the digital video transition occurring across the social media space. Thill, who thinks Twitter will underperform broader internet and social peers, acknowledged that investors might ask why he is not advising to sell the stock, but he thinks recent management changes could improve the company's declining ARPU in the near-term. Thill lowered his price target on Twitter shares to $16 from $20.
08/31/17
WEDB
08/31/17
INITIATION
Target $12
WEDB
Neutral
Wedbush cites Snap's 'hugely unprofitable' history in Neutral initiation report
Wedbush analyst Michael Pachter initiated Snap (SNAP) last night with a Neutral rating and $12 price target. The shares closed yesterday down 3c to $14.96. Decelerating growth trends, "fierce" competition for user mindshare and advertiser dollars, and a history of being "hugely unprofitable" justify being on the sidelines with respect to the shares, Pachter tells investors in a research note. He notes his $12 price target reflects a slight premium to Twitter's (TWTR) multiple, since Snap "appears to have a longer runway for continued growth," and a discount to Facebook's (FB) multiple, a company with "superior monetization and growth trends."
08/30/17
AGIS
08/30/17
NO CHANGE
AGIS
Aegis sees signs of start of advertising recession
After speaking with Bryan Wiener, the Executive Chairman of online and traditional advertising agency 360i, Aegis analyst Victor Anthony said that his commentary, along with earnings results from ad agencies Interpublic Group (IPG) and WPP (WPPGY), leave him of the opinion that an ad recession is underway. Wiener believes Google (GOOG), Facebook (FB) and Amazon (AMZN) will be relatively insulated given they will continue to take share, and Anthony said he would continue to buy Alphabet and Facebook shares. The analyst keeps a Hold rating on Snap (SNAP) and a Sell rating on Twitter (TWTR).
GOOGL Alphabet Class A
$943.26

-4.29 (-0.45%)

09/21/17
STFL
09/21/17
NO CHANGE
Target $52
STFL
Buy
Smart doorbell business competition positive for Ambarella, says Stifel
Stifel analyst Kevin Cassidy notes that Nest, a subsidiary of Google (GOOG; GOOGL), announced that it is moving into the smart doorbell business with Hello, and argues that multiple sources create healthy competition and expands the end market. The analyst believes Ambarella's (AMBA) products are a key part of this device, based on its presence in the rival Ring product. He reiterates a Buy rating and $52 price target on Ambarella's shares.
09/20/17
SBSH
09/20/17
NO CHANGE
Target $1180
SBSH
Buy
Alphabet checks suggest at least in line Q3, says Citi
Citi analyst Mark May says early checks with two leading search engine marketing firms, Merkle and Kenshoo, suggest that growth in Google search spend remains strong and that the company is on track to at least meet expectations in Q3. The analyst keeps a Buy rating on Alphabet (GOOGL) shares with a $1,180 price target.
09/21/17
WBLR
09/21/17
NO CHANGE
WBLR
Nest product does not change Alarm.com's growth potential, says William Blair
William Blair analyst Bhavan Suri believes Alphabet's (GOOG, GOOGL) Nest's new do-it-yourself security system does not change Alarm.com's (ALRM) long-term growth potential. Nest Secure is not that differentiated from existing do-it-yourself products, therefore its impact on the monitored security market should not be that material, Suri tells investors in a research note. He also do not see Moni, one of Alarm.com's largest customers, providing the professional monitoring service for Nest as a big headwind to Alarm.com. He believes Moni would rather push its own service, which is run on Alarm.com, versus Nest due to better monetization and a direct relationship with the customer. Suri keeps an Outperform rating on Alarm.com.
GOOG Alphabet
$928.53

-3.92 (-0.42%)

FB Facebook
$170.54

-0.57 (-0.33%)

09/11/17
WELS
09/11/17
NO CHANGE
WELS
Facebook taking long-term view of video opportunity, says Wells Fargo
Wells Fargo analyst Peter Stabler notes that Facebook (FB) is reportedly willing to spend as much as $1B to cultivate original video programming through 2018. The analyst believes that the scale of potential investment and particular investment targets suggest that Facebook is taking a long-term view of the video opportunity and that investments are likely to "significantly outstrip" near-term video monetization. Additionally, the company appears determined to drive Stories adoption in core Facebook to head off the threat of competitive incursion by Snap (SNAP), while expanding the distribution of advertising stories being widely adopted by marketers on Instagram.
09/19/17
MZHO
09/19/17
NO CHANGE
Target $230
MZHO
Buy
Facebook has 'realistic' chance to enter China next year, says Mizuho
Mizuho analyst James Lee said his recent meetings with industry contacts during a trip to China left him with the impression that the company could have a "realistic opportunity" for entering China next year. He thinks the business will initially connect only Chinese users and be localized. Lee also believes either Instagram or online gaming are most likely as products to start, adding that virtual reality also "appears to be a safe entry" for Facebook given that gaming is less sensitive than social media. The analyst keeps a Buy rating and $230 price target on Facebook shares.
09/06/17
PIVT
09/06/17
NO CHANGE
Target $140
PIVT
Sell
Pivotal says Facebook ad reach claims look inflated
Pivotal Research analyst Brian Wieser noted that Australian trade publication AdNews found that Facebook (FB) claims to reach more 16-39 year-olds in the country than exist according to the country's census. His analysis of Facebook Ads Manager data compared to the U.S. consensus reveals a similar outcome. His talks with ad agency executives on this topic indicate that the gap between Facebook and census figures is not widely known, Wieser tells investors. The analyst, who keeps a Sell rating and $140 price target on Facebook, believes the primary winner of the social media giant's video expansion will be third party measurement firms, such as Nielsen (NLSN) and comScore (SCOR), he added.

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MiMedx

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Black Knight

$46.85

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Morgan Stanley

$48.94

0.64 (1.33%)

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Celgene

$136.71

0.25 (0.18%)

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Roku

$22.19

-0.83 (-3.61%)

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Neothetics

$0.52

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Abeona Therapeutics

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Netflix

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Accenture enters into exclusive negotiations to acquire Altima »

Accenture has entered…

03/08/13
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  • 22

    Oct

JNJ

Johnson & Johnson

$136.12

-0.31 (-0.23%)

08:59
10/17/17
10/17
08:59
10/17/17
08:59
Earnings
Johnson & Johnson backs FY17 revenue view $75.9B-$76.2B, consensus $75.83 »

Guidance in constant…

03/08/13
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  • 17

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  • 06

    Nov

LRCX

Lam Research

$192.36

2.46 (1.30%)

08:59
10/17/17
10/17
08:59
10/17/17
08:59
Recommendations
Lam Research analyst commentary  »

Lam Research added to US…

03/08/13
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  • 17

    Oct

JNJ

Johnson & Johnson

$136.12

-0.31 (-0.23%)

08:57
10/17/17
10/17
08:57
10/17/17
08:57
Hot Stocks
Breaking Hot Stocks news story on Johnson & Johnson »

Johnson & Johnson…

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