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NVDA

Nvidia

$187.55

7.44 (4.13%)

, FCX

Freeport McMoRan

$14.13

0.25 (1.80%)

07:35
09/19/17
09/19
07:35
09/19/17
07:35

Unusual call flow in option market yesterday

Notable call activity was cited Monday in NVIDIA (NVDA), Freeport McMoRan (FCX), Wells Fargo (WFC), Visa (V), Himax (HIMX), ConocoPhillips (COP), Seagate (STX), Mosaic (MOS), T Mobile (TMUS), and Fiat Chrysler (FCAU).

NVDA

Nvidia

$187.55

7.44 (4.13%)

FCX

Freeport McMoRan

$14.13

0.25 (1.80%)

WFC

Wells Fargo

$52.71

1.05 (2.03%)

V

Visa

$104.83

-0.47 (-0.45%)

HIMX

Himax

$10.70

0.15 (1.42%)

COP

ConocoPhillips

$47.09

0.58 (1.25%)

STX

Seagate

$33.52

-0.03 (-0.09%)

MOS

Mosaic

$21.31

0.65 (3.15%)

TMUS

T-Mobile

$61.80

0.63 (1.03%)

FCAU

Fiat Chrysler

$16.82

0.16 (0.96%)

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    Jan

NVDA Nvidia
$187.55

7.44 (4.13%)

09/15/17
EVER
09/15/17
NO CHANGE
Target $250
EVER
Outperform
Nvidia price target raised to $250 from $180 at Evercore ISI
After meeting with Nvidia's CEO and CFO, Evercore ISI analyst C.J. Muse said management believes that investors still severely underestimate the impact of Artificial Intelligence and the size of the potential AI market. Meanwhile, he contends that NVIDIA is creating "THE AI computing industry standard" that will be "nearly impossible to replicate." Led by AI in the Data Center and Automotive markets, he sees Nvidia having a clear path to $10 in EPS over the next 3-5 years and raised his price target on the stock to $250 from $180. Muse keeps an Outperform rating on Nvidia shares.
09/11/17
JEFF
09/11/17
NO CHANGE
JEFF
Jefferies lays out cryptocurrency exposure at Nvidia, AMD
Jefferies analyst Mark Lipacis estimates that in Q2, cryptocurrency revenues accounted for about 3% of quarterly sales for AMD (AMD) and about 10% for Nvidia (NVDA). The risk of a "crypto-driven" inventory correction driving material downside is low in the near term, Lipacis tells investors in a research note. He points out that cryptocurrency prices "increased materially" since bottoming in July. Further, both companies have introduced "cryptospecific GPU SKUs" that have a low risk of competing with core gaming GPUs in secondary markets, Lipacis writes. The analyst does not think cryptocurrencies are Fad. The technology they are based on, called Blockchain, supports secure accounting of distributed ledgers and has applications in financial services beyond cryptocurrencies, the analyst argues.
09/18/17
RBCM
09/18/17
NO CHANGE
RBCM
Nvidia to get boost from China crypto-currency ban, says RBC Capital
RBC Capital analyst Mitch Steves believes that Nvidia will be boosted by China's ban on crypt-currency, since it is still legal there "to mine them with computing power," the analyst stated. He thinks that individuals in China who want to obtain crypto currency will buy more computing power, benefiting Nvidia. The analyst believes that "decentralized exchanges" will be created for trading crypto-currency in China, and he keeps an Outperform rating on Nvidia.
09/18/17
BOFA
09/18/17
NO CHANGE
Target $210
BOFA
Buy
Nvidia price target raised to $210 from $185 at BofA/Merrill
BofA/Merrill analyst Vivek Arya reiterated Nvidia as a Top Pick and raised its price target to $210 from $185 given potential upside to second half 2017 and 2018 estimates. He expects growth to be driven by an acceleration in data center capex, upcoming Volta product roll out and "unrivaled" independent performance reviews, an updated gaming survey indicating a large upgrade opportunity with premium-priced cards, and further upgrade potential for Pascal. Arya has a Buy rating on Nvidia shares.
FCX Freeport McMoRan
$14.13

0.25 (1.80%)

09/15/17
CIBC
09/15/17
INITIATION
Target $18
CIBC
Outperformer
Freeport McMoRan initiated with an Outperformer at CIBC
CIBC initiated Freeport McMoRan with an Outperformer and an $18 price target.
09/07/17
MACQ
09/07/17
INITIATION
Target $16
MACQ
Neutral
Freeport McMoRan initiated with a Neutral at Macquarie
Macquarie analyst David Lipschitz initiated Freeport McMoRan with a Neutral and a $16 price target. The analyst believes the copper market has tightened but feels it is still oversupplied in the medium term.
07/12/17
07/12/17
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. Monsanto (MON) downgraded to Hold from Buy at Jefferies with analyst Laurence Alexander saying Bayer's (BAYRY) all-cash offer appears on track for year-end. The analyst views the deal failing as a "low-probability scenario" and keeps a $128 price target for the shares. 2. Freeport McMoRan (FCX) downgraded to Sell from Hold at Berenberg. 3. Kimberly-Clark (KMB) downgraded to Sell from Neutral at UBS with analyst Stephen Powers saying the stock's 11% rise year-to-date is not based on fundamentals but news flow of consolidation in the Household Products sector. 4. Harley-Davidson (HOG) downgraded to Market Perform from Outperform at Bernstein with analyst David Beckel citing his belief that "demographic shifts and a stagnating economy" will prevent demand for the company's motorcycles from growing in the U.S. for the next five years. 5. IMAX (IMAX) downgraded to Market Perform from Outperform at Barrington with analyst James Goss saying positive catalysts "might take some time to develop." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/12/17
BREN
07/12/17
DOWNGRADE
BREN
Sell
Freeport McMoRan downgraded to Sell from Hold at Berenberg
Berenberg analyst Fawzi Hanano downgraded Freeport McMoRan to Sell.
WFC Wells Fargo
$52.71

1.05 (2.03%)

07/31/17
BMOC
07/31/17
DOWNGRADE
BMOC
Market Perform
Citi downgraded on valuation, lack of catalysts at BMO Capital
As noted earlier, BMO Capital downgraded Citi (C) to Market Perform from Outperform. Analyst James Fotheringham downgraded the stock based on valuation and lack of catalysts. In conjunction with this note, he upgraded Wells Fargo (WFC) to Outperform from Market Perform and ended his pair trade call of going long Citi and short Wells Fargo. Target on Citi is $65.
09/15/17
UBSW
09/15/17
NO CHANGE
Target $56
UBSW
Neutral
Wells Fargo revenue headwinds can persist, says UBS
UBS analyst Saul Martinez said proprietary analysis suggests Wells Fargo's difficult backdrop for client acquisition remains and the recent disclosures have kept the company in the spotlight for the wrong reasons. He believes earnings growth depends on efficiency improvement and more aggressive stock buybacks. Martinez maintained his Neutral rating and lowered his price target to $56 from $59 on Wells Fargo shares.
07/31/17
07/31/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Altria Group (MO) upgraded to Sector Perform from Underperform at RBC Capital with analyst Nik Modi saying he believes the FDA's tobacco announcement on Friday was "very much in line" with industry expectations despite the surprise to investors. 2. American Airlines (AAL) upgraded to Outperform from Market Perform at Cowen. 3. Baidu (BIDU) upgraded to Buy from Neutral at Nomura Instinet with analyst Jialong Shi-NIHK citing accelerating revenue momentum driven by news feed ads and an undervalued video business. 4. Wells Fargo (WFC) upgraded to Market Perform from Underperform at BMO Capital with analyst James Fotheringham citing valuation. The firm also ended its pair trade call of going long Citi (C) and short Wells Fargo. 5. GoPro (GPRO) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Yuuji Anderson saying valuation better reflects efforts to driver better product cycles through software improvements. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/14/17
SBSH
09/14/17
NO CHANGE
SBSH
Buy
Citi says business model not broken, time to buy Wells Fargo
Citi analyst Keith Horowitz proclaims now is the time to buy shares of Wells Fargo. Over the past year, the company's total return is up 7% versus 36% for peers, Horowitz tells investors in a research note. He attributes all the underperformance to lower multiple expansion. Wells now trades at the highest implied cost of equity at 10.9% on the analyst's valuation screen, which he says has historically been a very good buy indicator. Horowitz believes Wells Fargo's business improved, not broken. The company's issue is an "aggressive sales culture encouraged the wrong behavior leading to strong account generation," which had an immaterial impact to earnings, Horowitz writes. He believes the bank's fundamental outlook has not changed.
V Visa
$104.83

-0.47 (-0.45%)

07/19/17
WEDB
07/19/17
NO CHANGE
WEDB
Visa, Cognizant added to Best Ideas List, FIS removed at Wedbush
Pre-open, Wedbush added Visa (V) and Cognizant (CTSH) to the Best Ideas List, and removed FIS (FIS) . Analyst Moshe Katri believes Cognizant digital revenue mix is 600 bps higher than reported, placing it as a top digital player among Tier 1 peers, which should provide incremental revenue growth and shield it from pricing compression in the legacy business. Katri thinks Visa's cost synergies from VE integration will prove conservative given Visa's knowledge of the business model and substantial pricing differential between VE and MasterCard (MA), as Visa continues to renew VE's book of business. Finally, the firm's research department removed FIS primarly due to lack of near-term catalysts.
07/21/17
UBSW
07/21/17
NO CHANGE
Target $112
UBSW
Buy
Visa execution remains the story, says UBS
UBS analyst Eric Sheridan raised his price target on Visa to $112 from $102 following solid Q3 results. The analyst noted its solid execution, which he believes remains the narrative for the company as they reported record volumes. Sheridan reiterated his Buy rating on Visa shares.
07/21/17
NOMU
07/21/17
NO CHANGE
Target $120
NOMU
Buy
Visa price target raised to $120 from $105 at Nomura Instinet
Nomura Instinet analyst Bill Carcache raised Visa's price target to $120 form$105 and reiterated his Buy rating following the Q3 beat. The analyst increased estimates and said the report showcases strength in Visa's business model.
07/21/17
LOOP
07/21/17
NO CHANGE
Target $111
LOOP
Buy
Visa price target raised to $111 from $101 at Loop Capital
Loop Capital analyst Joseph Vafi said Visa remains one of the best ways to play ongoing economic expansion and shifts in payments and e-commerce. The analyst, who thinks Visa's growth, margins and competitive advantages justify a premium valuation, raised his price target on the shares after the company posted "another solid quarter across the board" to $111 from $101 and keeps a Buy rating on the stock.
HIMX Himax
$10.70

0.15 (1.42%)

09/13/17
NORL
09/13/17
NO CHANGE
Target $15
NORL
Outperform
Himax estimates raised after Apple event at Northland
After Apple (AAPL) officially unveiled the iPhone X, the first smartphone to include 3D sensing through VCSEL technology, Northland analyst Tom Sepenzis noted that it seems multiple Android phone makers are looking to follow Apple's lead next year. He raised his 2018 revenue and earnings estimates for Himax (HIMX) given growing confidence in its 3D sensing opportunity and raised his price target on the stock to $15 from $12. He keeps an Outperform rating on Himax shares.
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.
09/07/17
OPCO
09/07/17
NO CHANGE
Target $4
OPCO
Underperform
Oppenheimer still views Himax as overvalued, keeps $4 price target
A history of growth opportunities not panning out coupled with a deteriorating core business make shares of Himax Technologies overvalued, Oppenheimer analyst Andrew Uerkwitz tells investors in a research note titled "Deja Vu All Over Again?" The analyst notes that his channel checks are inconclusive regarding near-term Diffractive Optical Element design wins. "To be generous," Uerkwitz models an Apple (AAPL) design win. He believes, however, that Himax is not well positioned competitively to be a primary player in this space for the Android segment beyond basic components such as DOE. The analyst reiterates an Underperform rating on Himax with a $4 price target. The shares closed yesterday at $11.09.
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.
COP ConocoPhillips
$47.09

0.58 (1.25%)

08/08/17
DBAB
08/08/17
NO CHANGE
DBAB
Deutsche views Pioneer Natural, peers as 'significantly oversold'
Deutsche Bank analyst Ryan Todd believes Pioneer Natural Resources (PXD) as well as the Permian Exploration & Production space are "significantly oversold" following Pioneer's Q2 results last week. The higher gas content of the production stream started an investor debate around the long-term risks to Permian production and resource value, Todd tells investors in a research note. He calls investor fears "wildly overblown" and is a buyer of the group, especially Pioneer Natural. The analyst has Buy ratings on the shares as well as Anadarko Petroleum (APC), ConocoPhillips (COP), Chevron (CVX) and Devon Energy (DVN).
07/28/17
BOFA
07/28/17
UPGRADE
Target $58
BOFA
Buy
ConocoPhillips upgraded to Buy from Neutral at BofA/Merrill
BofA/Merrill analyst Doug Leggate upgraded ConocoPhillips to Buy and raised its price target to $58 from $51 saying portfolio repositioning has lowered capital intensity and will drive free cash flow improvement. The company lowered its breakeven to $45/bbl from $50/bbl in November of 2016 providing capacity for renewed growth capital or buybacks.
07/17/17
WOLF
07/17/17
DOWNGRADE
WOLF
Peer Perform
ConocoPhillips downgraded to Peer Perform from Outperform at Wolfe Research
07/28/17
07/28/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. ConocoPhillips (COP) upgraded to Buy from Neutral at BofA/Merrill with analyst Doug Leggate saying portfolio repositioning has lowered capital intensity and will drive free cash flow improvement. 2. Boeing (BA) upgraded to Neutral from Underperform at Buckingham. 3. J.M. Smucker (SJM) upgraded to Buy from Hold at Jefferies with analyst Akshay Jagdale saying the recent share weakness is overdone. 4. Domino's Pizza (DPZ) upgraded to Buy from Neutral at Longbow. 5. Spirit Airlines (SAVE) upgraded to Buy from Neutral at Citi with analyst Kevin Crissey saying the risks are more than priced in at current share levels. He cut his price target for the shares to $52 from $65. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
STX Seagate
$33.52

-0.03 (-0.09%)

09/11/17
JEFF
09/11/17
DOWNGRADE
JEFF
Hold
Seagate downgraded to Hold from Buy at Jefferies
Jefferies analyst James Kisner downgraded Seagate Technology (STX) to Hold after his channel checks indicated the company may still be struggling with the ramp of its 10TB helium drives. The analyst is also hearing about about potential increased price competition in nearline. He cut his price target for Seagate shares to $29 from $40. Kisner maintains a Hold rating on Seagate peer Western Digital (WDC).
08/23/17
CLVD
08/23/17
DOWNGRADE
CLVD
Seagate downgraded Underperform as another miss seems likely, says Cleveland
As previously reported, Cleveland Research downgraded Seagate to Underperform from Neutral. The firm's analyst said another miss and cut in guidance down is likely following checks that indicate Seagate is on track to finish towards the lower-half of guidance. Cleveland said there is no evidence of success in 10TB/12TB and channel forecasts are more optimistic on Western Digital/Toshiba ramp in 14TB. Further, margins are likely capped due to enterprise weakness, price pressure in 2.5' SMR and lower units.
09/11/17
FBNS
09/11/17
DOWNGRADE
FBNS
Sector Perform
Seagate downgraded to Sector Perform from Outperform at FBN Securities
09/11/17
09/11/17
DOWNGRADE

Sector Perform
Seagate downgraded to Sector Perform on softenting HDD demand at FBN Securities
As previously reported, FBN Securities downgraded Seagate (STX) to Sector Perform from Outperform and lowered its price target to $32 from $40. Analyst Shebly Seyrafi said industry comments by HDD controller companies in August, weak channel checks, and pricing concerns lead him to believes current consensus estimates are too high and need to be lowered. The analyst notes Broadcom (AVGO) believes HDD strength is unsustainable and Marvell (MRVL) had a cautious view on HDD demand near-term. Further, the analyst said HDD channel checks have softened since early August and pricing is expected to soften noticeably by the end of the current quarter.
MOS Mosaic
$21.31

0.65 (3.15%)

08/17/17
08/17/17
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Target (TGT) upgraded to Buy from Neutral at MKM Partners. 2. Hershey (HSY) upgraded to Outperform from Market Perform at Bernstein with analyst Alexia Howard saying lower input costs could boost the company's gross margins heading into 2018. 3. EnerSys (ENS) upgraded to Buy from Neutral at Sidoti with analyst citing the recent pullback in shares and maintained an $83 price target. 4. Mosaic (MOS) upgraded to Hold from Sell at Vertical Research with analyst Sandy Klugman citing valuation. 5. Regency Centers (REG) upgraded to Top Pick from Outperform at RBC Capital with analyst Wes Golladay saying that Regency has "one of the best portfolios amongst the shopping center REITs." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/17/17
VERT
08/17/17
UPGRADE
VERT
Hold
Mosaic upgraded to Hold from Sell at Vertical Research
Vertical Research analyst Sandy Klugman upgraded Mosaic to Hold due to valuation and maintained a $20 price target.
07/25/17
COWN
07/25/17
NO CHANGE
COWN
Short term buying opportunity for fertilizers is over, says Cowen
Cowen analyst Charles Neivert said the short-term buying opportunity on fertilizer shares is over as sentiment around yield destruction drove grain prices higher and fertilizer prices higher as well. He believes the worst is behind the market and valuation will return to being driven by supply/demand challenges. Fertilizer stocks include Potash (POT), Agrium (AGU) and Mosaic (MOS).
09/12/17
OTRG
09/12/17
UPGRADE
OTRG
Mixed
Fertilizer sector upgraded to Mixed from Negative at OTR Global
OTR Global changed its views on the Fertilizer sector to Mixed from Negative following checks that indicate US dealers have taken advantage of attractive summer prices to maintain or increase positions in most nutrients year-over-year. The firm's view on potash and phosphate producers, Agrium (AGU), Mosaic (MOS) and Potash (POT), and nitrogen producers Agrium (AGU) and CF Industries (CF) improved to mixed.
TMUS T-Mobile
$61.80

0.63 (1.03%)

09/14/17
KEYB
09/14/17
NO CHANGE
KEYB
Lack of Band 71 inclusion a near-term negative for T-Mobile, says KeyBanc
KeyBanc analyst Brandon Nispel says that the lack of inclusion of band 71, or 600 MHz spectrum, in iconic device launches from Samsung (SSNLF) and Apple (AAPL) is a clear negative for T-Mobile (TMUS). T-Mobile spent $8B to purchase this spectrum and will spend more capital going forward to build it out, without having the ability to put it to use for at least another year, he notes. Nispel believes investors are likely to view this as negative, and it could cause some weakness to shares.
09/07/17
RHCO
09/07/17
NO CHANGE
RHCO
Netflix could see boost from T-Mobile deal, says SunTrust
SunTrust analyst Matthew Thornton says that T-Mobile's (TMUS) decision to provide free subscriptions to Netflix (NFLX) with some of its wireless plans could increase Netflix's subscriber base by about 1M. The analyst thinks that the deal could raise Netflix's 2018 revenue and EBTIDA by about 1%-5%. However, the analyst keeps a $175 price target and a Hold rating on Netflix.
09/07/17
KEYB
09/07/17
NO CHANGE
KEYB
T-Mobile free Netflix costs likely to only increase over time, says KeyBanc
KeyBanc analyst Brandon Nispel notes that T-Mobile (TMUS) announced a partnership with Netflix (NFLX), in which the former will provide customers who subscribe to T-Mobile One unlimited family plans with free Netflix service. The analyst estimates that the initial impact would be $72M in year one, assuming a 30% penetration rate of his estimated 2.5M eligible accounts, and seems immaterial initially. However, Nispel believes the cost of this program will only be inflationary as T-Mobile One penetration increases and T-Mobile attracts more subscribers..
09/06/17
JEFF
09/06/17
NO CHANGE
Target $80
JEFF
Buy
T-Mobile's addition of Netflix should help drive customers, says Jefferies
Jefferies analyst Mike McCormack believes T-Mobile's (TMUS) inclusion of (NFLX) as part of its next Uncarrier move should help drive customer retention and acquisition at a "reasonably affordable subsidy" of $120 per year. Trends in the first half of 2017 provided T-Mobile, which is likely paying close to retail to Netflix, the flexibility to absorb such an expense within existing guidance, McCormack tells investors in an intraday research note. He finds it unlikely that another carrier will follow suite given T-Mobile's exclusive partnership with Netflix. McCormack has a Buy rating on T-Mobile with an $80 price target.
FCAU Fiat Chrysler
$16.82

0.16 (0.96%)

09/14/17
EVER
09/14/17
NO CHANGE
EVER
Outperform
Fiat Chrysler liklely to spinout certain businesses, says Evercore ISI
Evercore ISI analyst George Galliers said its high probability Fiat Chrysler spins-out or sells certain components businesses, most likely Magneti Marelli and Comau units. The analyst said CEO Marchonne has made comments that the components businesses do not belong and notes his history of unlocking shareholder value through M&A. Galliers expects actions before Marchonne's retirement at the end of 2018. The analyst rates shares an Outperform and increased his price target to EURO$17.00 from EURO$12.00.
08/31/17
GSCO
08/31/17
NO CHANGE
GSCO
Conviction Buy
Fiat Chrysler has numerous catalysts for value creation, says Goldman Sachs
Goldman analyst Stefan Burgstaller said recent comments by Fiat Chrysler CEO Marchionne suggest potential for further value creation from the spin-off of Magneti Marelli, Comau, and eventually Maserati/Alfa Romeo. The analyst said investors today can acquire the Fiat Chrysler core, which includes Jeep and Ram which generate 80% of group EBIT, essentially for free. He sees further value creation from free cash flow over the next 18 months and potential M&A interest for the core business by interested industrial suitors. Burgstaller rates Fiat Chrysler a Conviction Buy.
09/06/17
LEHM
09/06/17
UPGRADE
LEHM
Overweight
Fiat Chrysler upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Brian Johnson upgraded Fiat Chrysler to Overweight and raised his price target for the shares to EUR 18 from EUR 13. The analyst likes both the strategic options and the operating story at Fiat. He believes CEO Sergio Marchionne, with 18 months left in his tenure, is open to a range of options to unlock shareholder value. Further, "at a minmum," the analyst sees Fiat coming closer to the 2018 targets than does consensus.
09/18/17
MSCO
09/18/17
NO CHANGE
MSCO
Underweight
Ford's new leaders may be better positioned for Waymo deal, says Morgan Stanley
Morgan Stanley analyst Adam Jonas previewed Ford's (F) strategic update scheduled for October 3, calling it an important event that could have a potentially significant impact on the perception of the company's long-term direction. Noting prior media reports about talks between Ford and Google (GOOG) on autonomous cars that reportedly fell apart in 2016, Jonas opined that Ford's new leadership may be better positioned to potentially negotiate a partnership with Alphabet's autonomous car division Waymo, but he noted that the companies have not said whether they are currently considering a deal. Ford may not have the same type of brands as Fiat Chrysler (FCAU) that are conducive to potential carve-outs, but Jonas would not exclude the potential for it to conduct a review of its portfolio as part of its strategy to become a mobility company, he added.

TODAY'S FREE FLY STORIES

IPXL

Impax

$19.95

-0.85 (-4.09%)

17:55
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Impax jumps 6% in after-hours after WSJ says Amneal deal near »

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IPXL

Impax

$19.95

-0.85 (-4.09%)

17:51
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AGII

Argo Group

$62.90

-0.25 (-0.40%)

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FDEF

First Defiance Financial

$53.65

-0.25 (-0.46%)

17:34
10/16/17
10/16
17:34
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17:34
Earnings
First Defiance Financial reports Q3 EPS 92c, consensus 89c »

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  • 17

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BRO

Brown & Brown

$48.97

-0.42 (-0.85%)

17:33
10/16/17
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17:33
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Earnings
Brown & Brown reports Q3 EPS 53c, consensus 50c »

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ORIG

Ocean Rig UDW

$26.18

0.51 (1.99%)

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Ocean Rig holder BlueMountain intends to recommend company hire advisers »

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NFLX

Netflix

$202.68

3.19 (1.60%)

, IMDZ

Immune Design

$10.10

-0.85 (-7.76%)

17:31
10/16/17
10/16
17:31
10/16/17
17:31
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS:…

NFLX

Netflix

$202.68

3.19 (1.60%)

IMDZ

Immune Design

$10.10

-0.85 (-7.76%)

SAVE

Spirit Airlines

$33.47

-0.33 (-0.98%)

UNH

UnitedHealth

$193.20

0.68 (0.35%)

BMI

Badger Meter

$50.80

-0.6 (-1.17%)

SONC

Sonic

$24.80

0.42 (1.72%)

ABEO

Abeona Therapeutics

$16.70

0.6 (3.73%)

VICL

Vical

$2.86

0.04 (1.42%)

03/08/13
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  • 16

    Oct

  • 16

    Oct

  • 17

    Oct

  • 17

    Oct

  • 17

    Oct

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    Oct

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    Oct

  • 08

    Nov

  • 17

    Oct

FDC

First Data

$18.01

0.39 (2.21%)

17:28
10/16/17
10/16
17:28
10/16/17
17:28
Hot Stocks
First Data CAO sells 3,996 common shares »

In a regulatory filing,…

03/08/13
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  • 22

    Oct

  • 30

    Oct

ROSG

Rosetta Genomics

$1.00

-0.0479 (-4.57%)

17:28
10/16/17
10/16
17:28
10/16/17
17:28
Syndicate
Breaking Syndicate news story on Rosetta Genomics »

Rosetta Genomics files to…

03/08/13
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HRS

Harris

$135.90

-0.66 (-0.48%)

17:27
10/16/17
10/16
17:27
10/16/17
17:27
Hot Stocks
Harris awarded $100M government contract modification »

Harris Corp., Clifton,…

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BA

Boeing

$259.75

-0.99 (-0.38%)

17:26
10/16/17
10/16
17:26
10/16/17
17:26
Hot Stocks
Boeing awarded $240.2M government contract »

The Boeing Co., Oklahoma…

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  • 25

    Oct

PI

Impinj

$34.98

-0.71 (-1.99%)

17:22
10/16/17
10/16
17:22
10/16/17
17:22
Hot Stocks
Impinj COO sells 7,000 common shares »

In a regulatory filing,…

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  • 01

    Nov

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    Nov

ADOM

Adomani

$6.50

-0.36 (-5.25%)

17:21
10/16/17
10/16
17:21
10/16/17
17:21
Syndicate
Breaking Syndicate news story on Adomani »

Adomani files to sell…

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SAVE

Spirit Airlines

$33.47

-0.33 (-0.98%)

17:20
10/16/17
10/16
17:20
10/16/17
17:20
Hot Stocks
Spirit Airlines raises Q3 total RASM view to (6.5%) from (8.5%)-(7%) »

Sees Q3 ASMs up 18%. Sees…

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RESN

Resonant

$4.38

-0.08 (-1.79%)

17:16
10/16/17
10/16
17:16
10/16/17
17:16
Hot Stocks
Breaking Hot Stocks news story on Resonant »

Longboard raises stake in…

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CZR

Caesars

$11.85

-0.3 (-2.47%)

17:14
10/16/17
10/16
17:14
10/16/17
17:14
Hot Stocks
Breaking Hot Stocks news story on Caesars »

TPG Group reports 14.3%…

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  • 08

    Nov

IPSEY

Ipsen

$35.23

1.2 (3.53%)

, EXEL

Exelixis

$29.02

4.26 (17.21%)

17:08
10/16/17
10/16
17:08
10/16/17
17:08
Hot Stocks
Ipsen says Phase 3 Celestial trial of cabozanitinib met primary endpoint of OS »

Before the market opened,…

IPSEY

Ipsen

$35.23

1.2 (3.53%)

EXEL

Exelixis

$29.02

4.26 (17.21%)

03/08/13
Wedge Partners
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  • 20

    Oct

  • 06

    Nov

GOGL

Golden Ocean

$8.50

0.02 (0.24%)

17:06
10/16/17
10/16
17:06
10/16/17
17:06
Syndicate
Golden Ocean files to sell $66M of common stock »

DNB Markets, Arctic…

03/08/13
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TSQ

Townsquare Media

$10.42

0.27 (2.66%)

17:03
10/16/17
10/16
17:03
10/16/17
17:03
Hot Stocks
Townsquare Media appoints Bill Wilson and Dhruv Prasad as co-CEOs »

Townsquare Media has…

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WPX

WPX Energy

$10.90

0.16 (1.49%)

17:03
10/16/17
10/16
17:03
10/16/17
17:03
Initiation
WPX Energy initiated  »

WPX Energy initiated with…

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  • 02

    Nov

TRQ

Turquoise Hill

$3.36

0.02 (0.60%)

17:02
10/16/17
10/16
17:02
10/16/17
17:02
Hot Stocks
Turquoise Hill sees FY17 Oyu Tolgoi copper production 130K-160K tonnes »

Oyu Tolgoi is expected to…

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EGN

Energen

$53.18

0.3 (0.57%)

17:02
10/16/17
10/16
17:02
10/16/17
17:02
Initiation
Energen initiated  »

Energen initiated with a…

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TRQ

Turquoise Hill

$3.36

0.02 (0.60%)

17:02
10/16/17
10/16
17:02
10/16/17
17:02
Hot Stocks
Turquoise Hill reports Q3 Oyu Tolgoi material mined up 9% y/y »

In 3Q17, material mined…

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AHL

Aspen Insurance

$41.40

-0.35 (-0.84%)

17:00
10/16/17
10/16
17:00
10/16/17
17:00
Hot Stocks
Aspen Insurance reports preliminary pre-tax hurricane impact of $310M »

Aspen Insurance reported…

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  • 26

    Oct

JAG

Jagged Peak Energy

$13.95

0.03 (0.22%)

17:00
10/16/17
10/16
17:00
10/16/17
17:00
Initiation
Jagged Peak Energy initiated  »

Jagged Peak Energy…

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