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Fly News Breaks for November 16, 2015
WAB, TUWOY, SMTC, PRGO, ORCL, NYRT, NVDA, MDXG, EPC, CEMP, LLY, APH, CA, ABC, LNT
Nov 16, 2015 | 10:00 EDT
Today's noteworthy upgrades include: Alliant Energy (LNT) upgraded to Outperform from Market Perform at Wells Fargo... AmerisourceBergen (ABC) upgraded to Equal Weight from Underweight at Morgan Stanley... Amphenol (APH) upgraded to Buy from Neutral at Goldman... CA Technologies (CA) upgraded to Neutral from Sell at Citi... Cempra (CEMP) upgraded to Overweight from Equal Weight at Morgan Stanley... Edgewell Personal Care (EPC) upgraded to Neutral from Sell at Goldman... Eli Lilly (LLY) upgraded on improved growth outlook at BMO Capital... MiMedx (MDXG) upgraded to Strong Buy from Buy at Needham... NVIDIA (NVDA) upgraded to Buy from Hold at Canaccord... New York REIT (NYRT) upgraded to Buy from Hold at Evercore ISI... Oracle (ORCL) upgraded to Conviction Buy from Buy at Goldman... Perrigo (PRGO) upgraded to Buy from Neutral at UBS... Semtech (SMTC) upgraded to Buy from Neutral at B. Riley... Tullow Oil (TUWOY) upgraded to Buy from Neutral at UBS... Wabtec (WAB) upgraded to Outperform on valuatoin at Raymond James.
News For LNT;ABC;CA;APH;LLY;CEMP;EPC;MDXG;NVDA;NYRT;ORCL;PRGO;SMTC;TUWOY;WAB From the Last 2 Days
SMTC
Mar 28, 2024 | 13:05 EDT
Pre-earnings options volume in Semtech is 2.8x normal with calls leading puts 19:6. Implied volatility suggests the market is anticipating a move near 14.3%, or $3.90, after results are released. Median move over the past eight quarters is 7.5%.
NVDA
Mar 26, 2024 | 16:25 EDT
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here
NVDA
Mar 26, 2024 | 12:08 EDT
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here
NVDA
Mar 26, 2024 | 08:56 EDT
Monday's total option volume of 35.0 million contracts resulted in net open interest growth of 5.07 million calls and 4.24 million puts. Tesla (TSLA), NVIDIA (NVDA), Micron (MU) and Advanced Micro Devices (AMD) saw the greatest growth. Top five new positions opened include 48k Warner Bros. Discovery (WBD) 5/3 weekly 7 puts, 43k DoorDash (DASH) Jun-24 120 calls, 43k Bumble (BMBL) May-24 9 puts, 29k Tesla (TSLA) 3/28 weekly 170 puts and 25k Tesla (TSLA) 4/26 weekly 150 puts.
LLY
Mar 26, 2024 | 07:08 EDT
JPMorgan estimates Amgen (AMGN) without its obesity pipeline is worth $240-$250 per share and that the market is assigning $30-$40 per share of value to Maritide. While the competitive bar for Maritide is high and moving higher based on Novo Nordisk's (NVO) recent pipeline updates, the obesity market is also "unprecedented in terms of size," the analyst tells investors in a research note. The firm estimates peak sales for Maritide of $6B, equating to mid-single-digit share within the incretin space. JPMorgan believes this supports a value roughly in-line with what is reflected in Amgen's current share price. It sees a positive risk/reward scenario given the recent pullback but maintains a Neutral rating on the name with a $290 price target. The firm says Amgen is viewed as the best positioned name beyond Eli Lilly (LLY) and Novo to have a role in the obesity space.