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NJR

New Jersey Resources

, AAOI

Applied Optoelectronics

$22.72

-0.15 (-0.66%)

09:25
01/12/17
01/12
09:25
01/12/17
09:25
Hot Stocks
On The Fly: Pre-market Movers »

HIGHER: New Jersey…

NJR

New Jersey Resources

AAOI

Applied Optoelectronics

$22.72

-0.15 (-0.66%)

MRK

Merck

TSRO

TESARO

$145.90

-1.34 (-0.91%)

KOS

Kosmos

NJR New Jersey Resources

12/21/16
GHSC
12/21/16
INITIATION
Target $36
GHSC
Neutral
New Jersey Resources initiated with a Neutral at Seaport Global
Seaport Global analyst Mark Levin initiated New Jersey Resources with a Neutral and a $36 price target citing valuation.
03/31/16
JANY
03/31/16
DOWNGRADE
JANY
Neutral
New Jersey Resources downgraded to Neutral on valuation at Janney Capital
As previously reported, Janney Capital downgraded New Jersey Resources to Neutral from Buy. Analyst Michael Gaugler said shares are now trading above his Fair Value estimate of $34.
06/20/16
ARGS
06/20/16
NO CHANGE
ARGS
New Jersey Resources has reached favorable entry point, says Argus
Argus expects New Jersey Resources to benefit from strong natural gas demand, triggered by low prices and the shift to gas heating in the Northeast. The firm expects the stock to generate annual returns to shareholders of 5%-6% annually. It keeps a Buy rating on the shares.
11/03/16
GUGG
11/03/16
INITIATION
Target $36
GUGG
Buy
New Jersey Resources initiated with a Buy at Guggenheim
Guggenheim analyst Shahriar Pourreza initiated New Jersey Resources with a Buy and a $36 price target.
AAOI Applied Optoelectronics
$22.72

-0.15 (-0.66%)

01/12/17
PIPR
01/12/17
NO CHANGE
Target $35
PIPR
Overweight
Applied Optoelectronics price target raised to $35 from $31 at Piper Jaffray
Piper Jaffray analyst Troy Jensen raised his price target for Applied Optoelectronics to $35 following the company's positive Q4 preannouncement. The analyst believes 100G Datacom remains in the early innings of a multi-year upgrade cycle and Applied Optoelectronics will experience "impressive growth" over the next several quarters. He keeps an Overweight rating on the shares.
12/16/16
STFL
12/16/16
NO CHANGE
STFL
Oclaro a 'very logical fit' as takeover target for Finisar, says Stifel
After Finisar (FNSR) revised its private placement convertible debt offering, Stifel analyst Patrick Newton noted the potential for the company to use the proceeds for acquisitions, but added he has "no knowledge of M&A activity under consideration" by the company. Weighing in on potential targets, Newton said he sees Oclaro (OCLR) as a "very logical fit" for Finisar, adding that he assumes an acquisition of Oclaro could get done at a price of $13 per share. Applied Optoelectronics (AAOI) could also be a logical candidate, but its chief product has "amongst the lowest barriers to entry," stated Newton. He added that he does not see NeoPhotonics (NPTN) as a logical target, citing an overlap in core competencies and its focus on components compared to Finisar's focus on modules.
11/04/16
ROTH
11/04/16
NO CHANGE
Target $30
ROTH
Buy
Applied Optoelectronics price target raised to $30 from $23 at Roth Capital
Roth Capital analyst Brian Alger raised his price target for Applied Optoelectronics to $30 from $23 following an "impressive" beat and raise beyond pre-announced expectations. The analyst reiterates a Buy rating on the shares.
01/12/17
ROTH
01/12/17
NO CHANGE
Target $34
ROTH
Buy
Applied Optoelectronics price target raised to $34 from $30 at Roth Capital
Roth Capital analyst Brian Alger raised his price target for Applied Optoelectronics to $34 from $30 after the company announced that its Q4 results were "substantially" better than guidance. He reiterates a Buy rating on the shares.
MRK Merck

01/12/17
PIPR
01/12/17
UPGRADE
Target $72
PIPR
Overweight
Merck upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Richard Purkiss upgraded Merck (MRK) to Overweight saying he expects the FDA will conditionally approve the use of Keytruda plus chemo by May 10. Keytruda's adoption in first-line lung cancer would then be "substantially brought forward" to the initial detriment of Bristol-Myers (BMY), AstraZeneca (AZN) and Roche (RHHBY), Purkiss tells investors in a research note. The earlier than expected boost to Keytruda sales increases the analyst's 2017-2019 earnings forecasts for Merck by 12%-18%. Purkiss raised his price target for the shares to $72 from $63. The stock closed yesterday up $1.71 to $61.63.
01/12/17
GUGG
01/12/17
UPGRADE
GUGG
Buy
Merck upgraded to Buy from Neutral at Guggenheim
01/12/17
MSCO
01/12/17
UPGRADE
MSCO
Overweight
Merck upgraded to Overweight from Equal Weight at Morgan Stanley
01/12/17
01/12/17
UPGRADE
Target $71

Overweight
Merck upgraded on immuno-oncology growth at Morgan Stanley
As previously reported, Morgan Stanley upgraded Merck to Overweight from Equal Weight and raised its price target to $71 from $65. Analyst David Risinger expects an acceleration in growth as Merck extends its leadership position in immuno-oncology. The analyst said recent news increases his confidence in the outlook for Merck's flagship immuno-oncology agent Keytruda. Merck announced on January 10 a surprising Priority Review for Keytruda plus chemo in first-line lung cancer, on January 9 it annunced it was moving Keytruda-IDO combo into Phase 3 in multiple cancers, and on November 28, 2016, Merck announced a Priority Review for Keytruda in MSI-high biomarker patients. Risinger said management's oncology strategy is delivering better than expected results and its growth outlook is set to accelerate beginning in 2016 after six years of not growth.
TSRO TESARO
$145.90

-1.34 (-0.91%)

01/10/17
LEER
01/10/17
NO CHANGE
LEER
Outperform
ARIAD acquisition supports potential takeout premium for TESARO, says Leerink
Leerink analyst Seamus Fernandez says the acquisition of ARIAD (ARIA) by Takeda (TKPYY) for $24 per share appears to be relatively in-line with other commercial stage acquisitions, and supports a potential acquisition price for TESARO (TSRO) of greater than $170 per share based on consensus forecasts. While TESARO remains well positioned to grow independently, the analyst believes a validated PARP inhibitor like niraparib could offer a durable and strategically important product opportunity for multiple suitors. He reiterates an Outperform rating on TESARO's shares.
01/12/17
LEER
01/12/17
NO CHANGE
LEER
Outperform
Leerink sees TESARO CRL as 'temporary setback'
Following TESARO's announcement that it had received a Complete Response Letter, or CRL, from the FDA for the IV formulation of Varubi in chemotherapy-induced nausea and vomiting, Leerink analyst Seamus Fernandez notes that it appears to be only a "temporary setback" and says management expects to be able to address the issue in time to gain approval in the first half of 2017. He reiterates an Outperform rating on the shares.
01/12/17
FBCO
01/12/17
NO CHANGE
Target $151
FBCO
Outperform
TESARO CRL seems 'relatively minor,' says Credit Suisse
Credit Suisse analyst Alethia Young says that after speaking to TESARO management, she believes the company's Complete Response Letter seems "relatively minor." The analyst expects it to take couple months to coordinate FDA feedback and that the IV formulation could be approved late in the first half of 2017. She keeps her estimates unchanged for TESARO and maintains an Outperform rating on the stock with a $151 price target.
01/09/17
LEER
01/09/17
NO CHANGE
Target $152
LEER
Outperform
TESARO price target raised to $152 from $115 at Leerink
Leerink analyst Seamus Fernandez raised his price target for TESARO to $152 from $115 to fully incorporate his high expectations for a broad label and reflect niraparib's transformation to a commercial stage asset. The analyst notes that the "strong data" from niraparib's NOVA trial, along with the lack of an expected FDA panel, should result in a broad label in the second-line or greater ovarian cancer maintenance setting, while ongoing niraparib trials in breast cancer and front-line ovarian cancer maintenance and the company's IO platform should be additional potential drivers of upside for the stock. Fernandez sees TESARO as an "attractive takeout target," and reiterates an Outperform rating on the shares.
KOS Kosmos

05/11/16
05/11/16
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. Emerson (EMR) upgraded to Buy at Argus because the firm believes the company is poised to generate high single digit percentage EPS growth over the long-term, partly driven by margin increases and share buybacks. 2. Qihoo 360 (QIHU) upgraded to Buy at Stifel as the firm expects the company's go-private transaction to be completed on schedule in mid-2016 for $77 per ADS. 3. Energen (EGN) upgraded to Positive at Susquehanna based on improved well productivity in the Midland Basin driven by completion optimization, increased confidence in the competitiveness of its Delaware acreage, and its better balance sheet. 4. Jazz Pharmaceuticals (JAZZ) upgraded to Buy at Mizuho citing the company's Xyrem settlements with Wockhardt and Raxbaxy. 5. Kosmos (KOS) upgraded to Strong Buy at Raymond James by analyst Pavel Molchanov, who said the stock is pricing in no value for anything excluding Ghana. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/31/16
RBCM
08/31/16
UPGRADE
RBCM
Outperform
Kosmos upgraded to Outperform from Sector Perform at RBC Capital
12/20/16
SBSH
12/20/16
UPGRADE
Target $8.5
SBSH
Buy
Kosmos upgraded to Buy from Neutral at Citi
Citi analyst Robert Morris upgraded Kosmos Energy (KOS) to Buy and raised his price target for the shares to $8.50 from $6. The partnership with BP (BP) yields a "free option" on Kosmos' 2017 exploration, Morris tells investors in a research note.
05/11/16
RAJA
05/11/16
UPGRADE
Target $7
RAJA
Strong Buy
Kosmos upgraded to Strong Buy from Outperform at Raymond James
Raymond James analyst Pavel Molchanov upgraded Kosmos Energy to Strong Buy with a $7 price target citing the recent pullback in the shares. At current levels, the stock is pricing in no value for anything excluding Ghana, Molchanov tells investors in a research note.
  • 12

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    Feb

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    Feb

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    Feb

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    Feb

  • 08

    Mar

  • 15

    Mar

  • 10

    May

  • 27

    May

  • 30

    Jun

KOS

Kosmos

$7.06

0.07 (1.00%)

08:33
01/12/17
01/12
08:33
01/12/17
08:33
Syndicate
Kosmos 30M share Spot Secondary priced at $6.65 »

The deal priced at the…

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

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KBH

KB Home

$16.60

0.35 (2.15%)

, HSGX

Histogenics

$1.52

-0.02 (-1.30%)

17:41
01/11/17
01/11
17:41
01/11/17
17:41
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS: KB…

KBH

KB Home

$16.60

0.35 (2.15%)

HSGX

Histogenics

$1.52

-0.02 (-1.30%)

AAOI

Applied Optoelectronics

$22.72

-0.15 (-0.66%)

CENX

Century Aluminum

$8.99

-0.025 (-0.28%)

ELY

Callaway Golf

$11.27

-0.17 (-1.49%)

WWE

WWE

$18.99

0.01 (0.05%)

KOS

Kosmos

$7.06

0.07 (1.00%)

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

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  • 11

    Jan

  • 11

    Jan

  • 23

    Feb

KOS

Kosmos

$7.06

0.07 (1.00%)

16:54
01/11/17
01/11
16:54
01/11/17
16:54
Syndicate
Kosmos files to sell 30M shares of common stock for holders »

Barclays is acting as the…

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

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BP

BP

$37.99

-0.01 (-0.03%)

, KOS

Kosmos

$7.18

-0.07 (-0.97%)

09:55
01/04/17
01/04
09:55
01/04/17
09:55
Conference/Events
Kosmos to hold a conference call »

Management provides…

BP

BP

$37.99

-0.01 (-0.03%)

KOS

Kosmos

$7.18

-0.07 (-0.97%)

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

See Street Research during your Free Trial

  • 04

    Jan

BP

BP

$38.00

0.62 (1.66%)

, KOS

Kosmos

$7.25

0.24 (3.42%)

04:55
01/04/17
01/04
04:55
01/04/17
04:55
Conference/Events
Kosmos to hold a conference call »

Management provides…

BP

BP

$38.00

0.62 (1.66%)

KOS

Kosmos

$7.25

0.24 (3.42%)

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

See Street Research during your Free Trial

  • 04

    Jan

BP

BP

$38.00

0.62 (1.66%)

, KOS

Kosmos

$7.25

0.24 (3.42%)

16:27
01/03/17
01/03
16:27
01/03/17
16:27
Conference/Events
Kosmos to hold a conference call »

Management provides…

BP

BP

$38.00

0.62 (1.66%)

KOS

Kosmos

$7.25

0.24 (3.42%)

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

See Street Research during your Free Trial

Over a month ago
KOS

Kosmos

$6.32

0.59 (10.30%)

05:50
12/20/16
12/20
05:50
12/20/16
05:50
Upgrade
Kosmos rating change at Citi »

Kosmos upgraded to Buy…

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

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KOS

Kosmos

$5.73

-0.08 (-1.38%)

, BP

BP

$36.59

0.74 (2.06%)

05:27
12/19/16
12/19
05:27
12/19/16
05:27
Hot Stocks
Kosmos, BP announce partnership in Mauritania, Senegal »

Kosmos Energy (KOS)…

KOS

Kosmos

$5.73

-0.08 (-1.38%)

BP

BP

$36.59

0.74 (2.06%)

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

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KOS

Kosmos

$4.81

-0.2 (-3.99%)

06:47
11/07/16
11/07
06:47
11/07/16
06:47
Earnings
Kosmos reports Q3 adjusted EPS (9c), consensus (8c) »

Reports Q3 revenue…

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

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  • 07

    Nov

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