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EFX

Equifax

$96.66

-2.33 (-2.35%)

, OCLR

Oclaro

$8.77

-0.18 (-2.01%)

07:30
09/15/17
09/15
07:30
09/15/17
07:30

Unusual put flow in option market yesterday

Notable put activity was cited Thursday in Equifax (EFX), Oclaro (OCLR), HanesBrands (HBI), SunTrust (STI), and iKang Healthcare (KANG).

EFX

Equifax

$96.66

-2.33 (-2.35%)

OCLR

Oclaro

$8.77

-0.18 (-2.01%)

HBI

Hanesbrands

$25.23

-0.44 (-1.71%)

STI

SunTrust

$54.74

-0.52 (-0.94%)

KANG

iKang Healthcare

$14.40

-0.19 (-1.30%)

  • 22

    Sep

  • 25

    Sep

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    Sep

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    Sep

  • 29

    Sep

  • 05

    Oct

  • 06

    Oct

  • 20

    Oct

EFX Equifax
$96.66

-2.33 (-2.35%)

09/14/17
LEHM
09/14/17
NO CHANGE
Target $115
LEHM
Overweight
Barclays cuts Equifax target, says further downside 'feels limited'
Barclays analyst Manav Patnaik lowered his price target for Equifax (EFX) shares to $115 but keeps an Overweight rating on the name. The stock closed yesterday down 15%, or $16.91, to $98.99. The analyst lowered his valuation multiple for the stock saying there are few, if any, positive catalysts over the near term as investors continue to digest the data breach. Patnaik, however, believes downside in the stock from current levels "feels limited." Regarding TransUnion (TRU), the analyst raised his price target for the shares to $50 from $48 and says he's a buyer on any further weakness. By all indications, the hack was an Equifax-specific event, Patnaik tells investors in a research note. After meeting with management, he believes TransUnion's fundamentals remain "very strong." The analyst maintains an Overweight rating on the shares.
09/14/17
SPHN
09/14/17
NO CHANGE
Target $110
SPHN
Equal Weight
Stephens says Equifax not a buy yet, lowers target to $110
Stephens analyst Brett Huff attributes several factors to the additional slide in Equifax shares yesterday, including the fact that 11.5M consumers as of Tuesday have signed up for free monitoring, the implied potential revenue and profit impact from this, and questions about how big lawsuits and other one-time costs could be. Huff, who thinks these one-time costs could be billions of dollars at the high end, would still not be a buyer of the stock despite its about 30% drop since the breach disclosure. He lowered his price target on Equifax shares to $110 from $145 and keeps an Equal Weight rating on the stock. Equifax shares closed yesterday down about 14.5% at $98.99.
09/14/17
JPMS
09/14/17
NO CHANGE
Target $135
JPMS
Overweight
Equifax price target lowered to $135 from $167 at JPMorgan
JPMorgan analyst Andrew Steinerman lowered his price target for Equifax shares to $135 from $167 but keeps an Overweight rating on the name after hosting investor meetings with management. It is too early to accurately forecast the security breach's full impact on the company's operations and bottom line, Steinerman tells investors in a research note. He believes attempts to benchmark the event against other large scale breaches are challenging given the unique nature of Equifax's incident. Steinerman, however, says he now feels better about his estimate of a 10% earnings drag in 2018. His conviction in Equifax's long-term outlook "remains strong." The analyst admits, though, that the Congressional hearings bear risk.
09/14/17
MSCO
09/14/17
NO CHANGE
MSCO
Equifax price target lowered to $127, bear case to $50 at Morgan Stanley
Morgan Stanley analyst Toni Kaplan updated his Equifax estimates following the data breach but notes many of risks are difficult to quantify. Kaplan lowered his bear case for Equifax to $50 and cut his price target to $127 from $140, driven by increased expenses from the breach along with an approximate 50% reduction in DTC related revenues. The analyst rates Equifax an Equal Weight.
OCLR Oclaro
$8.77

-0.18 (-2.01%)

08/24/17
NEED
08/24/17
NO CHANGE
NEED
China Mobile tender offer looks 'significant' for optical stocks, says Needham
Needham analyst Alex Henderson said the coherent transport ports tender offer announced by China Mobile (CHL) on its Chinese language website looks "significant in scale and material" for optical stocks. He noted that NeoPhotonics (NPTN) gets roughly 60% of revenue from China and is directly exposed to coherent demand, while Acacia (ACIA) gets 50% of revenue from China and is also directly exposed. He noted that Oclaro (OCLR), Lumentum (LITE), Finisar (FNSR) all have China exposure, but are less tied to coherent, while adding that "this order has no bearing" on Applied Optoelectronics (AAOI).
08/24/17
STFL
08/24/17
NO CHANGE
STFL
China Mobile tender positive for optical industry, says Stifel
After China Mobile (CHL) released a tender for about 42,200 WDM/OTN device boards and ports, Stifel analyst Patrick Newton says the news are a positive for the optical industry, particularly for investor sentiment. The analyst believes the China Mobile tender is indicative of a thawing in metro tenders and deployments in China, which should eventually bode positively for those exposed to China, specifically Oclaro (OCLR), Lumentum (LITE), and Finisar (FNSR). Nonetheless, Newton continues to see a challenging environment in China, but hopes the September quarter will represent a bottom for fundamentals.
09/05/17
STFL
09/05/17
NO CHANGE
Target $30
STFL
Buy
Finisar estimates lowered following peer commentary at Stifel
Stifel analyst Patrick Newton has lowered his FY18 and FY19 estimates for Finisar (FNSR) and is now modeling one more step down in China following recent commentary from competitors such as Lumentum (LITE), Oclaro (OCLR) and MACOM (MTSI) indicating that China is expected to decline again sequentially in the September quarter. Based on the reduced expectations, he lowered his price target on Finisar shares to $30 from $33, but he maintains a Buy rating on the stock.
09/14/17
RAJA
09/14/17
INITIATION
Target $12
RAJA
Strong Buy
Oclaro initiated with a Strong Buy at Raymond James
Raymond James initiated Oclaro with a Strong Buy and a $12 price target.
HBI Hanesbrands
$25.23

-0.44 (-1.71%)

02/27/17
02/27/17
DOWNGRADE
Target $22

Equal Weight
Hanesbrands downgraded to Equal Weight on flat growth at Morgan Stanley
As previously reported, Morgan Stanley downgraded Hanesbrands to Equal Weight from Overweight with a $22 price target. Analyst Jay Sole said industry data indicates underwear category sales have slowed industry-wide and believes flat growth is the new normal, versus his previous view of up 2%. Sole believes Hanesbrands will have to increase marketing spend to maintain share, driving a reduction in his margin outlook. Further, the analyst reduced his free-cash-flow outlook to reflect greater M&A integration and working capital needs and said valuation looks less attractive.
03/28/17
GSCO
03/28/17
INITIATION
Target $20
GSCO
Neutral
Hanesbrands initiated with a Neutral at Goldman
Goldman analyst Bill Schultz initiated Hanesbrands with a Neutral and a $20 price target saying a return to double-digit earnings growth is unlikely given structural challenges in US brick & mortar, a flatter margin outlook, and limited near-term M&A.
04/07/17
DADA
04/07/17
NO CHANGE
DADA
Hanesbrands cash flow concerns overdone, says DA Davidson
DA Davidson analyst Andrew Burns says that Hanesbrands' "leading market position in basic apparel remains intact." The analyst says that the stock's valuation is attractive, as concerns about its cash flow are overdone. He reiterates a $27 price target and a Buy rating on the shares.
07/17/17
BUCK
07/17/17
INITIATION
Target $30
BUCK
Buy
Hanesbrands assumed with a Buy at Buckingham
Buckingham analyst Eric Tracy assumed coverage of Hanesbrands with a Buy rating and $30 price target.
STI SunTrust
$54.74

-0.52 (-0.94%)

07/11/17
BARD
07/11/17
NO CHANGE
BARD
Big bank set-up not great, would sell into extended rally, says Baird
Baird analyst David George does not see a great set-up for money-center banks heading into Q2 earnings. He said the trade looks crowded and he would be a seller into an extended rally. George said the risk/reward is less attractive following the sector's most recent rally as economic growth remains muted and the pace of NIM expansion may slow. George believes the biggest potential catalyst would be a gradual steepening of the yield curve and pick-up on loan growth.
08/03/17
MSCO
08/03/17
UPGRADE
MSCO
Equal Weight
SunTrust upgraded to Equal Weight from Underweight at Morgan Stanley
08/03/17
MSCO
08/03/17
UPGRADE
Target $63
MSCO
Equal Weight
SunTrust upgraded to Equal Weight at Morgan Stanley
As previously reported, Morgan Stanley upgraded SunTrust to Equal Weight from Underweight with a $63 price target. Analyst Betsy Graseck expects operating leverage to be driven by consumer digitization, wholesale investments returns, and reduced branches. The analyst views risk/reward as balanced and increased FY18 estimates to reflect faster operating leverage.
08/09/17
WELS
08/09/17
INITIATION
Target $70
WELS
Outperform
SunTrust resumed with an Outperform at Wells Fargo
Wells Fargo analyst Mike Mayo resumed coverage of SunTrust with an Outperform rating and $70 price target.
KANG iKang Healthcare
$14.40

-0.19 (-1.30%)

TODAY'S FREE FLY STORIES

GNRT

Gener8 Maritime

, EURN

Euronav NV

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GNRT

Gener8 Maritime

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Euronav NV

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NUS

Nu Skin

$70.84

0.85 (1.21%)

05:11
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    Feb

NFLX

Netflix

$227.58

7.12 (3.23%)

05:08
01/23/18
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05:08
Recommendations
Netflix analyst commentary  »

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  • 30

    Jan

NTR

Nutrien

$53.07

0.07 (0.13%)

05:05
01/23/18
01/23
05:05
01/23/18
05:05
Upgrade
Nutrien rating change  »

Nutrien upgraded to Buy…

03/08/13
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NFLX

Netflix

$227.58

7.12 (3.23%)

05:01
01/23/18
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05:01
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05:01
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  • 30

    Jan

ADBE

Adobe

$197.84

2.11 (1.08%)

05:00
01/23/18
01/23
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05:00
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Adobe analyst commentary  »

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  • 08

    May

ATUS

Altice USA

$21.90

0.6 (2.82%)

, ALLVF

Altice NV

$11.35

0.3675 (3.35%)

04:58
01/23/18
01/23
04:58
01/23/18
04:58
Upgrade
Altice USA, Altice NV rating change  »

Altice USA upgraded to…

ATUS

Altice USA

$21.90

0.6 (2.82%)

ALLVF

Altice NV

$11.35

0.3675 (3.35%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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NFLX

Netflix

$227.58

7.12 (3.23%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
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Netflix analyst commentary  »

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  • 30

    Jan

ALLVF

Altice NV

$11.35

0.3675 (3.35%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Upgrade
Altice NV rating change  »

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04:55
01/23/18
01/23
04:55
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04:55
Conference/Events
Wolfe Research utilities analyst to hold a luncheon meeting »

Senior Utilities Analyst…

RHT

Red Hat

$128.01

2.07 (1.64%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Red Hat participates in a conference call with Bernstein »

U.S. SMID-Cap Software…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 23

    Jan

  • 06

    Feb

CAMP

CalAmp

$23.13

0.02 (0.09%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
CalAmp has a conference call hosted by JPMorgan »

JPMorgan Analyst Coster…

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03/06/13
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  • 23

    Jan

AYR

Aircastle

$24.23

-0.03 (-0.12%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Aircastle management to meet with Oppenheimer »

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03/06/13
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03/06/13
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  • 23

    Jan

  • 24

    Jan

CRNCY

Cairn Energy

$6.15

0.11 (1.82%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Cairn Energy management to meet with RBC Capital »

Meeting to be held in…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 23

    Jan

SRE

Sempra Energy

$105.05

-0.94 (-0.89%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Sempra Energy management to meet with Wolfe Research »

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  • 23

    Jan

  • 24

    Jan

TRN

Trinity Industries

$36.51

-0.15 (-0.41%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Trinity Industries management to meet with Wedbush »

Meeting with CFO Perry…

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  • 23

    Jan

EPE

EP Energy

$2.48

0.17 (7.36%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
EP Energy to hold a conference call »

Management discusses its…

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  • 23

    Jan

SBOW

SilverBow Resources

$31.45

-0.79 (-2.45%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
SilverBow Resources management to meet with Stephens »

Meetings to be held in…

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  • 23

    Jan

  • 24

    Jan

BNED

Barnes & Noble Education

$7.71

0.01 (0.13%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Barnes & Noble Education management to meet with Sidoti »

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  • 23

    Jan

BRG

Bluerock Residential

$9.22

0.03 (0.33%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Bluerock Residential management to meet with JMP Securities »

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  • 23

    Jan

FCPT

Four Corners Property Trust

$24.13

0.45 (1.90%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Four Corners Property Trust management to meet with JMP Securities »

Meeting to be held in Los…

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  • 23

    Jan

SIG

Signet Jewelers

$55.87

0.8 (1.45%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Signet Jewelers management to meet with Buckingham »

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03/06/13
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  • 23

    Jan

  • 24

    Jan

UNF

UniFirst

$171.15

0.2 (0.12%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
UniFirst management to meet with Northcoast »

Meeting to be held in New…

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03/08/13
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03/06/13
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03/06/13
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  • 23

    Jan

PRQR

ProQR Therapeutics

$3.03

0.025 (0.83%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
ProQR Therapeutics to h old an investor event »

Investor Event will be…

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  • 23

    Jan

  • 19

    Feb

CQH

Cheniere Energy Partners LP

$28.50

0.28 (0.99%)

, CQP

Cheniere Energy Partners

$30.89

0.41 (1.35%)

04:55
01/23/18
01/23
04:55
01/23/18
04:55
Conference/Events
Morgan Stanley to hold a tour »

Annual Morgan Stanley…

CQH

Cheniere Energy Partners LP

$28.50

0.28 (0.99%)

CQP

Cheniere Energy Partners

$30.89

0.41 (1.35%)

ENLC

EnLink Midstream

$19.25

0.5 (2.67%)

ENLK

EnLink Midstream Partners

$18.08

0.63 (3.61%)

EPD

Enterprise Products

$29.40

0.74 (2.58%)

NBLX

Noble Midstream

$56.22

1.12 (2.03%)

PAA

Plains All American

$23.05

0.56 (2.49%)

SHLX

Shell Midstream

$30.46

0.33 (1.10%)

TRGP

Targa Resources

$51.00

0.27 (0.53%)

WES

Western Gas Partners

$53.74

1.43 (2.73%)

WGP

Western Gas Equity

$41.91

1.49 (3.69%)

03/08/13
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