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DISH

Dish

$53.07

-0.87 (-1.61%)

, FSLR

First Solar

$48.43

1.6 (3.42%)

10:27
09/15/17
09/15
10:27
09/15/17
10:27

On The Fly: Top five analyst upgrades

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Dish (DISH) upgraded to Neutral from Sell at Citi with analyst Jason Bazinet saying the valuation seems fair following the recent weakness in the shares. 2. First Solar (FSLR) upgraded to Buy from Hold at Deutsche Bank with analyst Vishal Shah saying channel checks indicate that "robust" U.S. demand is driving module prices higher. 3. Southwest (LUV) upgraded to Overweight from Neutral at JPMorgan with analyst Jamie Baker saying the recent correction in Southwest shares makes for a "compelling" risk-to-reward profile. 4. Qualcomm (QCOM) upgraded to Outperform from Market Perform at Northland with analyst Tom Sepenzis citing expectations for market share gains in 2018, particularly at the high end, as he sees the company and partner Himax (HIMX) as well positioned to become the "de facto leading 3D sensing solution" with Android manufacturers who follow the lead of Apple's (AAPL) new iPhone X. 5. Harsco (HSC) upgraded to Buy from Hold at Argus with analyst David Coleman saying cost cutting initiatives, returns on prior investments, and improving end market demand have resulted in above Street results in the first half of 2017. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

DISH

Dish

$53.07

-0.87 (-1.61%)

FSLR

First Solar

$48.43

1.6 (3.42%)

LUV

Southwest

$54.32

-0.03 (-0.06%)

QCOM

Qualcomm

$51.48

0.47 (0.92%)

HSC

Harsco

$18.00

0.15 (0.84%)

  • 19

    Sep

  • 25

    Sep

  • 26

    Sep

DISH Dish
$53.07

-0.87 (-1.61%)

08/25/17
MSCO
08/25/17
NO CHANGE
Target $75
MSCO
Overweight
Morgan Stanley says to buy the dip in Dish shares
Morgan Stanley analyst Benjamin Swinburne said to "buy the dip" in Dish shares following the latest pullback following Q2 results. Swinburne said DISH is benefiting from shifting consumer behavior towards OTT offerings and Sling and said its spectrum position continues to appreciate.
08/28/17
SBSH
08/28/17
NO CHANGE
Target $52
SBSH
Sell
Dish could rally at least $3 on FCC court win, says Citi
Citi analyst Jason Bazinet believes Dish's lawsuit against the Federal Communications Commission regarding designated entities could be decided this week. The analyst, who admits he does not know how bullish the Street is on a Dish victory, says the stock could rally at least $3 on a win if the market currently ascribes a 0% chance of such an outcome. Bazinet views a win in court as a "source of potential incremental upside." The analyst keeps a Sell rating on Dish shares with a $52 price target.
08/29/17
BTIG
08/29/17
NO CHANGE
BTIG
Court ruling in FCC matter a 'big win' for Dish, says BTIG
After it was reported that a Court of Appeals remanded a case against Dish's "designated entities" in the recent spectrum auction back to the FCC, BTIG analyst Walter Piecyk called the ruling a "big court win for Dish" that could ultimately result in $3.8B of incremental value if the bidding credits are reinstated to the two bidders. The process, however, is not over, as the case has been sent back to the FCC, though it is now under the new leadership of Ajit Pai, Piecyk told investors.
09/15/17
SBSH
09/15/17
UPGRADE
Target $54
SBSH
Neutral
Dish upgraded to Neutral from Sell at Citi
Citi analyst Jason Bazinet upgraded Dish to Neutral saying the valuation seems fair following the recent weakness in the shares. The analyst sees the company reducing debt to $9B and net leverage to 4.8 times by 2022.
FSLR First Solar
$48.43

1.6 (3.42%)

07/28/17
COWN
07/28/17
NO CHANGE
Target $57
COWN
Outperform
First Solar price target raised to $57 from $52 at Cowen
Cowen analyst Jeffrey Osborne raised his price target on First Solar to $57 from $52 following Q2 results. The analyst cited the Section 201 ruling that has led to an increase in U.S. prices, which could favor the 300-500MW of remaining Series 4 supply. Long-term earnings power stems from Series 6, which is on track for production in 2018, said Osborne, who reiterated his Outperform rating on First Solar.
08/16/17
JMPS
08/16/17
NO CHANGE
JMPS
First Solar price target raised to $67 from $53 at JMP Securities
JMP Securities analyst Joseph Osha raised his price target on First Solar after attending a U.S. International Trade Commission hearing on the Section 201 petition. The analyst now believes there is a 75% chance of the commission determining that an injury has been committed, up from 50% previously. He keeps an Outperform rating on the stock.
08/24/17
AXIO
08/24/17
NO CHANGE
AXIO
JA Solar likely to report Q3 loss, says Axiom
Axiom analyst Gordon L Johnson III says his recent checks indicate that China and global prices for modules and cell dropped slightly last week, while spot prices for polysilicon and multi wafers used to make solar modules and cells rose sharply from July 12 to August 9 and have since been stable. As a result, the analyst calculates that companies which bought the raw materials at spot prices have seen their margins on solar cells fall to a record low -12.9%, while module makers who bought the raw materials at spot prices have margins of -3.7%, the lowest level since Axiom began tracking them. Given these trends, Johnson predicts that JA Solar will report a Q3 pretax loss of $10M and warns that the company's results could deteriorate further in Q4. Other publicly traded companies in the space include Canadian Solar (CSIQ), First Solar (FSLR), SunEdison (SUNEQ), SunPower (SPWR), Trina Solar (TSL) and Yingli Green Energy (YGE).
09/15/17
DBAB
09/15/17
UPGRADE
Target $65
DBAB
Buy
First Solar upgraded to Buy from Hold at Deutsche Bank
Deutsche Bank analyst Vishal Shah upgraded First Solar to Buy and raised his price target for the shares to $65 from $50. The provider of photovoltaic solar energy solutions closed yesterday up $1.60 to $48.43. Channel checks indicate that "robust" U.S. demand is driving module prices higher, Shah tells investors in a research note. He believes First Solor is likely to announce additional 1GW of series 4 capacity extension for next year as well as orders for series 6 modules sooner than most investors expect. He sees upside to near-term estimates for the company.
LUV Southwest
$54.32

-0.03 (-0.06%)

08/21/17
STFL
08/21/17
NO CHANGE
STFL
Southwest could be taken private, says Stifel
Stifel analyst Joseph DeNardi believes that the market is tremendously undervaluing airlines' marketing programs. He says that Southwest is the most compelling takeover target in the sector, as he believes that its "loyalty program and the capacity of its balance sheet...are fundamentally misvalued." The analyst says that Southwest could become a target of private equity firms.
08/18/17
WOLF
08/18/17
UPGRADE
WOLF
Outperform
Southwest upgraded to Outperform from Peer Perform at Wolfe Research
08/18/17
08/18/17
UPGRADE
Target $65

Outperform
Follow-up: Southwest upgraded to Outperform at Wolfe Research
As previously reported, Wolfe Research upgraded Southwest to Outperform from Peer Perform with a $65 price target saying the recent pullback in shares provides favorable risk/reward.
09/15/17
JPMS
09/15/17
UPGRADE
Target $66
JPMS
Overweight
Southwest upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Jamie Baker upgraded Southwest Airlines (LUV) to Overweight and raised his price target for the shares to $66 from $60. The analyst this morning also downgraded American Airlines (AAL), United Continental (UAL) and Spirit Airlines (SAVE) to Neutral. The recent correction in Southwest shares makes for a "compelling" risk-to-reward profile, Baker tells investors in a sector research note. An environment in which investors gravitate towards "relative safety and best in class" may benefit Southwest shares, the analyst contends.
QCOM Qualcomm
$51.48

0.47 (0.92%)

08/09/17
BNCH
08/09/17
NO CHANGE
BNCH
Buy
CEVA could be pressured by latest in Qualcomm-Apple fight, says Benchmark
Benchmark analyst Gary Mobley noted that Qualcomm (QCOM) announced that the ITC has commenced an investigation into Apple's (AAPL) use of certain mobile devices, radio frequency and processing components" as the companies continue their legal fight over disputed royalties. Intel (INTC) and Qualcomm currently split the iPhone 7 thin modem business and it is expected they'll also evenly split the iPhone 8 business, said Mobley, who noted that CEVA (CEVA) could lose $2M-$2.5M in annual royalties if the Intel-based phones are banned for U.S. import. He keeps a Buy rating on CEVA shares, which are down fractionally in early trading.
08/30/17
BARD
08/30/17
NO CHANGE
Target $10
BARD
Outperform
Baird still believes Himax has multiple engagements for 3D cameras
Baird analyst Tristan Gerra notes that Himax (HMIX) and Qualcomm (QCOM) announced a collaboration for a 3D depth sensing camera system to enable computer vision capabilities, notably for use in smartphones. The analyst continues to believe Himax has multiple engagements for 3D cameras in smartphones starting to ramp next year, and views 3D cameras as a critical new, high-ASP component ramp in smartphones over the next few years. Additionally, Gerra points out that Apple (AAPL) may emulate multiple smartphone OEMs to adopt 3D Sensing starting next year. Many smartphone OEMs will require a turnkey 3D camera solution, which Himax/Qualcomm are best positioned to supply, he said. The analyst reiterates an Outperform rating and $10 price target on Himax shares.
09/15/17
NORL
09/15/17
UPGRADE
NORL
Outperform
Qualcomm upgraded to Outperform from Market Perform at Northland
09/15/17
09/15/17
UPGRADE
Target $62.5

Outperform
Qualcomm upgraded to Outperform on 3D sensing opportunity at Northland
As previously reported, Northland analyst Tom Sepenzis upgraded Qualcomm (QCOM) to Outperform from Market Perform on expectations for market share gains in 2018, particularly at the high end, as he sees the company and partner Himax (HIMX) as well positioned to become the "de facto leading 3D sensing solution" with Android manufacturers who follow the lead of Apple's (AAPL) new iPhone X. From what he understands, handset makers that want to use its SLiM structured light solution will have to use Qualcomm's next generation Snapdragon chipset too, he tells investors. Sepenzis keeps a $62.50 price target on Qualcomm shares.
HSC Harsco
$18.00

0.15 (0.84%)

09/15/17
ARGS
09/15/17
UPGRADE
Target $21
ARGS
Buy
Harsco upgraded to Buy from Hold at Argus
Argus analyst David Coleman upgraded Harsco to Buy with a $21 price target saying cost cutting initiatives, returns on prior investments, and improving end market demand have resulted in above Street results in the first half of 2017. The analyst expects the continued decline in the dollar through 2017 and into 2018 to be a significant tailwind and believes the Industrial and Metals segments will have a strong second half.
12/09/16
KEYB
12/09/16
NO CHANGE
KEYB
Harsco price target raised to $16 from $12 at KeyBanc
KeyBanc analyst Jeff Hammond says that Harsco is well-positioned to benefit from increased infrastructure spending due to its "indirect" North American s Metals & Minerals exposure. The analyst thinks that "significantly improved contract mix" and stabilizing LST volumes" should also help the company's Metals business reach a positive turning point in 2017. He believes that the company's margins will increase and keeps an Overweight rating on the shares.

TODAY'S FREE FLY STORIES

KMX

CarMax

$68.84

0.17 (0.25%)

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$9.22

-0.21 (-2.23%)

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HPE

HP Enterprise

$13.79

0.16 (1.17%)

18:47
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Periodicals
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RP

RealPage

$39.35

-0.1 (-0.25%)

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HPE

HP Enterprise

$13.79

0.16 (1.17%)

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  • 07

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YUM

Yum! Brands

$76.48

0.11 (0.14%)

18:37
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09/21
18:37
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Conference/Events
Yum! Brands management to meet with JPMorgan »

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  • 27

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MAR

Marriott

$107.57

-0.12 (-0.11%)

18:32
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18:32
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Conference/Events
Marriott management to meet with JPMorgan »

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  • 27

    Sep

ESPGY

Esprit Holdings

$1.21

0.018 (1.51%)

18:29
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18:29
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18:29
Conference/Events
Esprit Holdings management to meet with JPMorgan »

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  • 27

    Sep

BA

Boeing

$256.04

0.58 (0.23%)

18:18
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18:18
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Hot Stocks
Boeing: Turkish Airlines announces intent to order 40 787-9 Dreamliners »

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  • 23

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M

Macy's

$21.16

-0.32 (-1.49%)

18:18
09/21/17
09/21
18:18
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18:18
Conference/Events
Macy's management to meet with JPMorgan »

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  • 26

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TAHO

Tahoe Resources

$5.60

0.02 (0.36%)

18:12
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18:12
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Tahoe Resources raises 2017 gold operations view to 400K-500K »

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ATKR

Atkore

$18.42

0.02 (0.11%)

18:11
09/21/17
09/21
18:11
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18:11
Conference/Events
Atkore management to meet with JPMorgan »

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  • 26

    Sep

YOGA

YogaWorks

$4.00

-0.04 (-0.99%)

, TXN

Texas Instruments

$86.05

0.22 (0.26%)

18:11
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18:11
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Hot Stocks
On The Fly: After Hours Movers »

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YOGA

YogaWorks

$4.00

-0.04 (-0.99%)

TXN

Texas Instruments

$86.05

0.22 (0.26%)

PSDO

Presidio

$13.95

-0.06 (-0.43%)

VSAR

Versartis

$21.60

-0.25 (-1.14%)

ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

03/08/13
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  • 21

    Sep

  • 21

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FTR

Frontier Communications

$11.69

-0.31 (-2.58%)

18:10
09/21/17
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Hot Stocks
Frontier Communications operations in Florida return to near-normal levels »

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PLYA

Playa Hotels & Resorts

$10.66

-0.06 (-0.56%)

18:07
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Playa Hotels & Resorts reports no significant damage from Maria »

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  • 08

    Nov

ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

, VSAR

Versartis

$21.60

-0.25 (-1.14%)

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$21.60

-0.25 (-1.14%)

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CE

Celanese

$103.90

-0.04 (-0.04%)

18:04
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DNOW

NOW Inc.

$12.98

0.1 (0.78%)

18:03
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  • 25

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  • 01

    Nov

JOBS

51job

$58.50

0.01 (0.02%)

18:02
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51job announces strategic investment in Lagou »

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HES

Hess Corp.

$43.63

0.17 (0.39%)

17:53
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Conference/Events
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  • 25

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  • 27

    Sep

APC

Anadarko

$48.49

3.68 (8.21%)

17:43
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17:43
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Anadarko analyst commentary at MUFG »

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  • 27

    Sep

HCC

Warrior Met Coal

$23.28

-1.05 (-4.32%)

17:42
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Warrior Met Coal receives favorable IRS private letter ruling »

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MAA

MAA

$107.27

-0.03 (-0.03%)

17:35
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NOC

Northrop Grumman

$280.42

0.38 (0.14%)

17:31
09/21/17
09/21
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17:31
Hot Stocks
Northrop Grumman awarded $124.7M government contract »

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GD

General Dynamics

$205.72

1.45 (0.71%)

17:29
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09/21
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17:29
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General Dynamics Electric Boat awarded $5B government contract »

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AAN

Aaron's

$38.83

-0.39 (-0.99%)

17:19
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