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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%)

08/29/17
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.
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.
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.
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.
FSLR First Solar
$48.43

1.6 (3.42%)

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.
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).
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.
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.
LUV Southwest
$54.32

-0.03 (-0.06%)

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.
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.
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%)

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.
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.
09/15/17
NORL
09/15/17
UPGRADE
NORL
Outperform
Qualcomm upgraded to Outperform from Market Perform at Northland
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.
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

NQ

NQ Mobile

$3.82

-0.07 (-1.80%)

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BLUE

bluebird bio

$175.95

-6.15 (-3.38%)

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OPB

Opus Bank

$28.70

0.05 (0.17%)

07:07
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CQH

Cheniere Energy Partners LP

$28.22

0.22 (0.79%)

, CQP

Cheniere Energy Partners

$30.48

0.2 (0.66%)

07:06
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Conference/Events
Morgan Stanley to hold a tour »

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CQH

Cheniere Energy Partners LP

$28.22

0.22 (0.79%)

CQP

Cheniere Energy Partners

$30.48

0.2 (0.66%)

ENLC

EnLink Midstream

$18.75

0.25 (1.35%)

ENLK

EnLink Midstream Partners

$17.45

0.37 (2.17%)

EPD

Enterprise Products

$28.66

0.36 (1.27%)

NBLX

Noble Midstream

$55.10

-0.48 (-0.86%)

PAA

Plains All American

$22.49

-0.09 (-0.40%)

SHLX

Shell Midstream

$30.13

-0.03 (-0.10%)

TRGP

Targa Resources

$50.73

0.04 (0.08%)

WES

Western Gas Partners

$52.31

0.34 (0.65%)

WGP

Western Gas Equity

$40.42

0.5 (1.25%)

03/08/13
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    Feb

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    Feb

REGN

Regeneron

$371.53

0.25 (0.07%)

, SNY

Sanofi

$44.60

0.09 (0.20%)

07:06
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Hot Stocks
Regeneron reports approval of Dupixent in Japan for atopic dermatitis »

Regeneron (REGN)…

REGN

Regeneron

$371.53

0.25 (0.07%)

SNY

Sanofi

$44.60

0.09 (0.20%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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    Feb

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    Mar

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  • 02

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SLB

Schlumberger

$76.42

0.05 (0.07%)

07:06
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01/22
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TTNP

Titan Pharmaceuticals

$1.28

0.025 (2.00%)

, BBRX

Braeburn Pharmaceuticals

07:06
01/22/18
01/22
07:06
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07:06
Hot Stocks
Titan Pharmaceuticals discussing U.S. Probuphine commercialization with Braeburn »

Titan Pharmaceuticals…

TTNP

Titan Pharmaceuticals

$1.28

0.025 (2.00%)

BBRX

Braeburn Pharmaceuticals

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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CC

Chemours

$54.02

2.42 (4.69%)

, MMM

3M

$248.18

2.27 (0.92%)

07:05
01/22/18
01/22
07:05
01/22/18
07:05
Conference/Events
ASHRAE and AHRI to co-host an expo »

The American Society of…

CC

Chemours

$54.02

2.42 (4.69%)

MMM

3M

$248.18

2.27 (0.92%)

ABB

ABB

$28.01

0.03 (0.11%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 22

    Jan

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  • 15

    Feb

07:05
01/22/18
01/22
07:05
01/22/18
07:05
General news
Oil Action: WTI benchmark futures are fractionally lower »

Oil Action: WTI benchmark…

ACBFF

Aurora Cannabis

$10.77

0.302 (2.89%)

07:05
01/22/18
01/22
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Hot Stocks
CanniMed announces continuation of discussions with Aurora Cannabis »

CanniMed Therapeutics…

03/08/13
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03/06/13
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ATNX

Athenex

$17.33

0.12 (0.70%)

07:04
01/22/18
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07:04
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07:04
Hot Stocks
Athenex announces results of first cohort of Phase 1b clinical trial of Oraxol »

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03/06/13
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LEVB

Level Brands

$5.10

-0.0385 (-0.75%)

07:03
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Level Brands, Kathy Ireland announce extension of Isodiol license agreement »

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ABAX

Abaxis

$61.16

0.35 (0.58%)

07:03
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Abaxis granted USDA Approval for new VetScan FLEX4 Rapid Test »

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  • 25

    Jan

QURE

uniQure

$17.99

-0.01 (-0.06%)

07:03
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uniQure receives OMPD in EU for AMT-130 »

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BTX

BioTime

$2.64

-0.02 (-0.75%)

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BioTime sees submitting Renevia for CE mark during Q1 »

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NVCN

Neovasc

$0.55

0.0313 (6.02%)

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CBS

CBS

$57.75

-2.25 (-3.75%)

, VIA

Viacom

$39.20

-0.5 (-1.26%)

07:01
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07:01
Downgrade
CBS, Viacom, Viacom rating change  »

CBS downgraded on higher…

CBS

CBS

$57.75

-2.25 (-3.75%)

VIA

Viacom

$39.20

-0.5 (-1.26%)

VIAB

Viacom

$33.36

-0.59 (-1.74%)

03/08/13
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  • 08

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AER

AerCap

$54.11

0.38 (0.71%)

07:01
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  • 14

    Feb

BMY

Bristol-Myers

$62.28

0.45 (0.73%)

07:01
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  • 25

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    Mar

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    Mar

LRCX

Lam Research

$207.53

2.08 (1.01%)

, TSM

TSMC

$44.67

0.1 (0.22%)

07:00
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07:00
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Lam Research price target…

LRCX

Lam Research

$207.53

2.08 (1.01%)

TSM

TSMC

$44.67

0.1 (0.22%)

ICHR

Ichor Holdings

$32.39

-0.36 (-1.10%)

03/08/13
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  • 24

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AAPL

Apple

$178.46

-0.8 (-0.45%)

07:00
01/22/18
01/22
07:00
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07:00
Recommendations
Apple analyst commentary  »

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  • 01

    Feb

MB

Mindbody

$34.35

1.35 (4.09%)

06:59
01/22/18
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06:59
Recommendations
Mindbody analyst commentary  »

Mindbody price target…

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WMT

Walmart

$104.59

0.29 (0.28%)

, GS

Goldman Sachs

$256.12

5.15 (2.05%)

06:58
01/22/18
01/22
06:58
01/22/18
06:58
Periodicals
Wal-Mart shops Brazil unit stake to Advent, other funds, Reuters reports »

Wal-Mart Stores is in…

WMT

Walmart

$104.59

0.29 (0.28%)

GS

Goldman Sachs

$256.12

5.15 (2.05%)

03/08/13
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  • 31

    Jan

  • 20

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HAL

Halliburton

$53.01

0.65 (1.24%)

06:54
01/22/18
01/22
06:54
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06:54
Hot Stocks
Halliburton continues to experience delays in collecting payments in Venezuela »

Management said,…

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  • 22

    Jan

JNPR

Juniper

$27.85

0.19 (0.69%)

, AMZN

Amazon.com

$1,294.58

1.26 (0.10%)

06:54
01/22/18
01/22
06:54
01/22/18
06:54
Upgrade
Juniper, Amazon.com rating change  »

Oppenheimer calls Amazon…

JNPR

Juniper

$27.85

0.19 (0.69%)

AMZN

Amazon.com

$1,294.58

1.26 (0.10%)

03/08/13
Wedge Partners
03/08/13
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