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ULTA

Ulta Beauty

$233.71

1.65 (0.71%)

, AMZN

Amazon.com

$952.45

-5.55 (-0.58%)

08:28
08/25/17
08/25
08:28
08/25/17
08:28

Ulta Beauty downgraded on slowing market, rising competition at BMO Capital

As previously reported, BMO Capital analyst Shannon Coyne downgraded Ulta Beauty (ULTA) to Market Perform from Outperform, citing the slowing beauty market, department stores becoming more promotional and rolling out loyalty programs better targeted toward beauty consumers and Amazon (AMZN) gaining ground in the mass market and potentially gaining access to prestige brands. The analyst, who thinks the Ulta story is "shifting to a market share war from market expansion," lowered his price target on Ulta shares to $235 from $345.

ULTA

Ulta Beauty

$233.71

1.65 (0.71%)

AMZN

Amazon.com

$952.45

-5.55 (-0.58%)

ULTA Ulta Beauty
$233.71

1.65 (0.71%)

08/25/17
LOOP
08/25/17
NO CHANGE
Target $300
LOOP
Buy
Ulta Beauty price target lowered to $300 on valuation at Loop Capital
Loop Capital analyst Anthony Chukumba said he has a difficult time finding anything in Ulta Beauty's Q2 report that makes him any less enthusiastic about the stock, but he also noted growing investor valuation concerns. While he keeps a Buy rating on Ulta shares, he lowered his price target on the stock to $300 from $350.
08/25/17
PIPR
08/25/17
NO CHANGE
Target $260
PIPR
Overweight
Piper stays Overweight on Ulta Beauty but cuts target to $260
Piper Jaffray analyst Erinn Murphy noted that Ulta Beauty's Q2 gross margin, which was an area of investor focus ahead of the company's report, outperformed expectations and she said Ulta "continues to play offense in the industry." While Murphy keeps an Overweight rating on Ulta, citing the company's share-growing characteristics, she lowered her price target on the stock to $260 from $330 as she rethinks her "valuation paradigm" to account for ongoing industry and consumer changes.
08/25/17
KEYB
08/25/17
NO CHANGE
KEYB
Ulta Beauty should be bought on weakness, says KeyBanc
KeyBanc analyst Jason Gere says that Ulta's Q2 results "showed strong share gains" and indicate that it can drive strong shareholder returns over the longer term. The analyst says that the stock's retreat has been overdone, and he recommends buying the shares.
08/25/17
BMOC
08/25/17
DOWNGRADE
BMOC
Market Perform
Ulta Beauty downgraded to Market Perform from Outperform at BMO Capital
AMZN Amazon.com
$952.45

-5.55 (-0.58%)

08/25/17
08/25/17
UPGRADE
Target $120

Buy
VMware upgraded to Buy on cloud transition acceleration at BofA/Merrill
As previously reported, Bank of America Merrill Lynch analyst Kash Rangan upgraded VMware (VMW) to Buy from Neutral, citing his belief the company will see through a transition of its business model and this trend will be accelerated by VMW Cloud on Amazon Web Services (AMZN). VMware's forward looking indicators reported with its Q2 report were stronger than expected, giving Rangan confidence that double-digit revenue growth can be sustained into next year and potentially longer, he tells investors. He raised his price target on VMware shares to $120 from $108.
08/25/17
BARD
08/25/17
NO CHANGE
Target $200
BARD
Outperform
Costco risk/reward favorable for patient investors, says Baird
Baird analyst Peter Benedict said Costco's (COST) selloff since Amazon's (AMZN) announcement of its deal to buy Whole Foods (WFM) has vastly improved its valuation profile, suggesting a favorable risk/reward for patient investors. The analyst said easing comps, steady traffic, and emerging ticket support suggests improving fundamentals. Benedict reiterated his Outperform rating and $200 price target on Costco shares.
08/25/17
UBSW
08/25/17
NO CHANGE
UBSW
Buy
Selloffs overdone in Costco, Sprouts Farmers shares, says UBS
UBS analyst Michael Lasser noted Amazon (AMZN) said it would lower certain food prices following the close of its purchase of Whole Foods (WFM) next week, though he pointed out that the initial price cuts are in very specialized categories. With the overall sector seeing signs of positive trends, including a slight return to food inflation, he believes the pullbacks in Sprouts Farmers (SFM) and Costco (COST) are overdone.
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).

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RDHL

RedHill Biopharma

$6.26

0.05 (0.81%)

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HSC

Harsco

$16.75

0.45 (2.76%)

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ROKU

Roku

$51.10

-0.08 (-0.16%)

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HSC

Harsco

$16.75

0.45 (2.76%)

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AKBA

Akebia

$14.31

0.69 (5.07%)

, CRSP

Crispr Therapeutics

$41.16

-0.45 (-1.08%)

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AKBA

Akebia

$14.31

0.69 (5.07%)

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Crispr Therapeutics

$41.16

-0.45 (-1.08%)

RDUS

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$37.71

-0.51 (-1.33%)

TYME

Tyme Technologies

$3.37

-0.06 (-1.75%)

HCA

HCA Healthcare

$100.35

-0.65 (-0.64%)

ARAY

Accuray

MDRX

Allscripts

$13.57

0.335 (2.53%)

ABEO

Abeona Therapeutics

$11.70

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SGEN

Seattle Genetics

$54.11

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INSY

Insys Therapeutics

$7.93

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SPPI

Spectrum

$20.51

0.21 (1.03%)

SPH

Suburban Propane

$24.10

-0.2 (-0.82%)

AIMT

Aimmune

$32.21

-2.75 (-7.87%)

DEPO

Depomed

$7.46

0.07 (0.95%)

KTWO

K2M Group

$19.09

-0.01 (-0.05%)

INOV

Inovalon

$11.68

-1.025 (-8.07%)

IMMU

Immunomedics

$16.38

0.16 (0.99%)

OVID

Ovid Therapeutics

$6.83

-0.2 (-2.85%)

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HSC

Harsco

$16.75

0.45 (2.76%)

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Earnings
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WPC

W.P. Carey

$59.53

-0.73 (-1.21%)

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ROCK

Gibraltar Industries

$31.75

0.35 (1.11%)

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Earnings
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CVX

Chevron

$109.06

-1.92 (-1.73%)

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BRC

Brady

$38.05

0.1 (0.26%)

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