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MU

Micron

$34.29

0.85 (2.54%)

, DWDP

DowDuPont

$68.69

0.17 (0.25%)

10:28
09/13/17
09/13
10:28
09/13/17
10:28

On The Fly: Top five analyst upgrades

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Micron (MU) upgraded to Buy from Neutral at Goldman Sachs with analyst Mark Delaney saying DRAM pricing could rise in the fourth quarter and the cycle could remain tight in 2018. 2. DowDuPont (DWDP) upgraded to Outperform from Market Perform at Cowen with analyst Charles Neivert saying he believes the Specialty Products and Materials Science realignment is a major step in upgrading the eventual spinco earnings. 3. Finish Line (FINL) upgraded to Positive from Neutral at Susquehanna with analyst Sam Poser saying he gives the company a 75% probability of being bought out, with a 25% chance the stock falls to $8 as a standalone entity. 4. Lydall (LDL) upgraded to Buy from Neutral at Sidoti with analyst Edward Marshall citing expectation the company's offerings will outpace the automotive peers due to market penetration and concentration in the fibers segment. 5. SQM (SQM) upgraded to Buy from Neutral at BofA/Merrill and to Hold from Underperform at Santander. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

MU

Micron

$34.29

0.85 (2.54%)

DWDP

DowDuPont

$68.69

0.17 (0.25%)

FINL

Finish Line

$9.74

0.34 (3.62%)

LDL

Lydall

$50.15

2.6 (5.47%)

SQM

SQM

$54.35

2.15 (4.12%)

  • 22

    Sep

  • 26

    Sep

  • 28

    Sep

MU Micron
$34.29

0.85 (2.54%)

09/13/17
COWN
09/13/17
NO CHANGE
COWN
Apple supply chain read-through indicates unit growth in Q4, says Cowen
Cowen analyst Karl Ackerman said Apple's (AAPL) presentation was largely in line with expectations, but his supply chain work indicates a significant increase in iPhone X units for the December quarter. Based on his checks, companies with the most "interesting" read-through include Micron (MU), Teradyne (TER), Broadcom (AVGO), Qorvo (QRVO), Skyworks, (SWKS), and Universal Display (OLED), he tells investors.
09/13/17
FBCO
09/13/17
NO CHANGE
FBCO
Apple launch mostly as expected, says Credit Suisse
Credit Suisse analyst John Pitzer notes that Apple (AAPL) has announced four product updates largely in-line with expectations, and points out that semi companies in his coverage universe with exposure to Apple include Broadcom (AVGO), Micron (MU) and Texas Instruments (TXN).
09/12/17
GSCO
09/12/17
UPGRADE
Target $40
GSCO
Buy
Micron upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Mark Delaney upgraded Micron Technology (MU) to Buy post today's close and raised his price target for the shares to $40 from $33. The chipmaker closed the trading day up 85c to $34.29. DRAM pricing could rise in Q4 and the cycle could remain tight in 2018, Delaney tells investors in a research note. He believes upside to consensus earnings estimates and the stock's "discount" multiple could drive 20% share appreciation. Delaney after the close also downgraded ON Semiconductor (ON) to Neutral.
09/12/17
JPMS
09/12/17
NO CHANGE
JPMS
JPMorgan lays out iPhone content winners and losers into launch event
JPMorgan analyst Harlan Sur believes Apple's (AAPL) launch event today will be positive for Broadcom (AVGO) and Qorvo (QRVO) as well as Micron (MU) and Intel (INTC). The analyst sees content gains by Broadcom in wireless charging, touch controller, Wi-Fi/Bluetooth and GPS connectivity, and by Qorvo in low band power amplifier duplexers share and antenna tuning. Other companies with significant Apple exposure that would benefit from increased unit sales and/or modest content gains include Intel, Skyworks (SWKS), Knowles (KN), Micron, Cypress Semiconductor (CY), NXP Semiconductors (NXPI) and Texas Instruments (TXN), Sur tells investors in a research note. The analyst sees Analog Devices' (ADI) blended content at Apple declining as he believes the company will not be the touch controller for the OLED-version of the iPhone.
DWDP DowDuPont
$68.69

0.17 (0.25%)

09/13/17
COWN
09/13/17
UPGRADE
Target $80
COWN
Outperform
DowDuPont upgraded to Outperform at Cowen
As reported previously, Cowen analyst Charles Neivert upgraded DowDuPont to Outperform as he believes the Specialty Products and Materials Science realignment is a major step in upgrading the eventual spinco earnings. He also likes that each segment can operate independently, which should provided an uplift in EBITDA from post synergy levels. Neivert raised his price target to $80 from $60 on DowDuPont shares.
09/12/17
BOFA
09/12/17
NO CHANGE
Target $82
BOFA
Buy
DowDuPont price target raised to $82 from $78 at BofA/Merrill
BofA/Merrill analyst Steve Byrne raised DowDuPont price target to $82 from $78 following results of the Board's portfolio review and decision to shift some sales and EBITDA to Specialty Products from Materials Science. Byrne has a Buy rating on DowDuPont shares.
09/13/17
COWN
09/13/17
UPGRADE
COWN
Outperform
DowDuPont upgraded to Outperform from Market Perform at Cowen
09/13/17
NOMU
09/13/17
NO CHANGE
Target $82
NOMU
Buy
DowDuPont price target raised to $82 from $77 at Nomura Instinet
Nomura Instinet analyst Aleksey Yefremov raised his price target for DowDuPont to $82 saying the company's plan to transfer $8B in sales from Materials Co. to Specialty Co. justifies a higher target multiple. The conclusion of the portfolio review and unanimous approval by the board signals that the risks of internal disagreements within the company has diminished considerably, Yefremov tells investors in a research note. He expects investor interest in DowDuPont to improve and keeps a Buy rating on the shares.
FINL Finish Line
$9.74

0.34 (3.62%)

08/29/17
08/29/17
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. JA Solar (JASO) downgraded to Sell from Hold at Axiom with analyst Gordon Johnson saying recent results suggest that Chinese module vendors are not benefiting significantly from any U.S. demand pull-in. 2. Finish Line (FINL) was downgraded to Sell from Neutral at Citi and Deutsche Bank, while being downgraded to Underperform from Neutral at Buckingham, and to Neutral from Buy at FBR Capital. 3. Intellia Therapeutics (NTLA) downgraded to Neutral from Buy at Chardan with analyst Madhu Kumar citing relative valuation. 4. Loxo Oncology (LOXO) downgraded to Market Perform from Outperform at JMP Securities with analyst Michael King saying he believes the company's platform and assets under development are now being fairly valued with the stock having risen above his $71 price target. 5. Cemex (CX) downgraded to Neutral from Buy at BofA/Merrill with analyst Carlos Peyrelongue citing lack of positive catalysts and risk of disappointment in Mexico and the U.S. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/29/17
DBAB
08/29/17
DOWNGRADE
Target $5
DBAB
Sell
Finish Line downgraded to Sell from Hold at Deutsche Bank
Deutsche Bank analyst Paul Trussell downgraded Finish Line to Sell and cut his price target for the shares to $5 from $15. Last night's negative pronouncement highlight that increased promotional levels in the athletic footwear marketplace are pressuring both sales and margin, Trussell tells investors in a research note. He believes the space could be in only the early innings of an "elongated lull in trends" and thinks Finish Line has a "weak real estate position" as a primarily mall-based destination. Buckingham, Citi and FBR Capital also downgraded the shares this morning.
09/13/17
SUSQ
09/13/17
UPGRADE
SUSQ
Positive
Finish Line upgraded to Positive from Neutral at Susquehanna
09/13/17
SUSQ
09/13/17
UPGRADE
Target $12
SUSQ
Positive
Finish Line upgraded to Positive on takeover chances at Susquehanna
As reported previously, Susquehanna analyst Sam Poser upgraded Finish Line to Positive from Neutral. He gives the company a 75% probability of being bought out, with a 25% chance the stock falls to $8 as a standalone entity. The analyst believes management implemented its poison pill as they do not want a sale of the company to be at such a depressed price. Poser raised his price target to $12 from $9 on Finish Line shares.
LDL Lydall
$50.15

2.6 (5.47%)

09/13/17
SIDC
09/13/17
UPGRADE
Target $62
SIDC
Buy
Lydall upgraded to Buy from Neutral at Sidoti
Sidoti analyst Edward Marshall upgraded Lydall to Buy and increased its price target to $62 from $54 on expectation the company's offerings will outpace the automotive peers due to market penetration and concentration in the fibers segment. Marshall believes risks of 2017 North American automotive weakness are reflected in shares and believes Lydall offers the best risk/reward in his universe of coverage.
11/08/16
ROTH
11/08/16
INITIATION
Target $58
ROTH
Buy
Lydall initiated with a Buy at Roth Capital
Roth Capital analyst Matt Koranda initiated Lydall with a Buy rating and $58 price target.
11/09/16
11/09/16
INITIATION

On The Fly: Top analyst initiations
Catch up on today's top analyst initiations with this list compiled by The Fly: 1. ConAgra (CAG) resumed with an Overweight at JPMorgan. 2. Lydall (LDL) initiated with a Buy at Roth Capital. 3. Points International (PCOM) initiated with a Buy at Citi. 4. Vanda (VNDA) initiated with a Buy at Aegis. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
12/01/16
ROTH
12/01/16
NO CHANGE
Target $67
ROTH
Buy
Lydall price target raised to $67 from $58 at Roth Capital
Roth Capital analyst Matt Koranda raised his price target for Lydall to $67 from $58 following the company's acquisition of Gutsche. The analyst believes the deal appears to have a "strong strategic rationale" with a fair valuation multiple that should get more compelling after restructuring/integration activities during 2017/2018. Moreover, Koranda says it moves Lydall closer toward its long-term target of $800M in revenue. He reiterates a Buy rating on the shares.
SQM SQM
$54.35

2.15 (4.12%)

04/17/17
DBAB
04/17/17
DOWNGRADE
Target $36
DBAB
Hold
SQM downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Chris Terry downgraded SQM to Hold citing valuation following the recent rally in the shares. The analyst keeps a $36 price target for the name.
09/13/17
BOFA
09/13/17
UPGRADE
BOFA
Buy
SQM upgraded to Buy from Neutral at BofA/Merrill
09/13/17
09/13/17
NO CHANGE
Target $65

Buy
BofA/Merrill calls SQM best positioned player in lithium, ups to Buy
As previously reported, BofA/Merrill Lynch analyst Isabella Simonato upgraded SQM to Buy from Neutral, calling the company the lowest cost producer and best positioned player in lithium. The analyst, who notes that the U.K., France, Germany, and China have all made recent announcements or promises of plans to address gasoline and diesel car pollution, sees brighter prospects for lithium prices and raised her price target on SQM shares to $65 from $49.
09/13/17
SANT
09/13/17
UPGRADE
SANT
Hold
SQM upgraded to Hold from Underperform at Santander

TODAY'S FREE FLY STORIES

SYBX

Synlogic

$18.73

-0.52 (-2.70%)

09:40
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Initiation
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KSU

Kansas City Southern

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Unusually active option classes on open September 19th »

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AMD

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NKE

Nike

09:37
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SMBK

SmartFinancial

$23.88

0.38 (1.62%)

09:36
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SmartFinancial, Capstone Bancshares holders approve merger-related proposals »

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09:35
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09:35
General news
FX Action: USD-CAD »

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Procter & Gamble

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CORI

Corium

$10.16

0.25 (2.52%)

, NEOS

Neos Therapeutics

$8.70

-0.5 (-5.43%)

09:33
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09:33
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09:33
Conference/Events
Mizuho to hold a conference »

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Corium

$10.16

0.25 (2.52%)

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Neos Therapeutics

$8.70

-0.5 (-5.43%)

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Voyager Therapeutics

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1.01 (6.18%)

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NVAX

Novavax

$1.12

-0.02 (-1.75%)

09:32
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Novavax initiates Phase 1/2 trial of NanoFlu vaccine in older adults »

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BSMX

Santander Mexico

09:32
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09/19
09:32
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09:32
Downgrade
Santander Mexico rating change  »

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XPLR

Xplore Technologies

$3.50

-0.2 (-5.41%)

09:31
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09/19
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Hot Stocks
Xplore Technologies secures Android rugged tablet order »

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SNE

Sony

09:31
09/19/17
09/19
09:31
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09:31
Downgrade
Sony rating change  »

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09:30
09/19/17
09/19
09:30
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09:30
General news
The U.S. August housing starts report »

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BSX

Boston Scientific

09:29
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09/19
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Boston Scientific's HeartLogic Diagnostic shows positive risk detection ability »

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UBNT

Ubiquiti

$50.62

-4.335 (-7.89%)

09:28
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Hot Stocks
Ubiquiti CEO to host Investor Update on September 26 »

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  • 28

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HQY

HealthEquity

$45.77

0.65 (1.44%)

09:26
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Conference/Events
HealthEquity participates in a conference call with Chardan »

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UBNT

Ubiquiti

$50.62

-4.335 (-7.89%)

09:26
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Hot Stocks
Ubiquiti Board approves additional $100M stock repurchase program »

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UBNT

Ubiquiti

$50.62

-4.335 (-7.89%)

09:23
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Earnings
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LNDC

Landec

$12.80

-0.2 (-1.54%)

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  • 27

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BOBE

Bob Evans

$72.93

1.02 (1.42%)

, POST

Post Holdings

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Post Holdings

AZO

AutoZone

TLGT

Teligent

$6.90

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WBA

Walgreens Boots Alliance

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0.1 (0.12%)

RAD

Rite Aid

APOG

Apogee Enterprises

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EFX

Equifax

ALDX

Aldeyra

$9.10

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SNCR

Synchronoss

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PG

Procter & Gamble

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Hot Stocks
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DOX

Amdocs

$64.13

1.64 (2.62%)

09:19
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09/19
09:19
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Conference/Events
Amdocs participates in a conference call with Oppenheimer »

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TYL

Tyler Technologies

09:18
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09/19
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09:18
Hot Stocks
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  • 25

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SPX

S&P 500

, VIX

Volatility Index S&P 500 Options

09:18
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09/19
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09:18
Options
Overnight activity included 97 trades in SPX and 67 trades in VIX »

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APD

Air Products

09:16
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09/19
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09:16
Hot Stocks
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TPIC

TPI Composites

$20.98

-0.05 (-0.24%)

, XYL

Xylem

09:15
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09/19
09:15
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09:15
Conference/Events
Cowen to hold a summit »

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TPIC

TPI Composites

$20.98

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XYL

Xylem

WLDN

Willdan Group

$29.79

0.71 (2.44%)

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