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SEDG

SolarEdge

$26.80

0.6 (2.29%)

, FSLR

First Solar

$51.41

2.65 (5.43%)

08:39
09/25/17
09/25
08:39
09/25/17
08:39

ITCl likely to recommend remedy with 'moderate impact' on solar, says Needham

After the ITC ruled that two solar manufacturers had been harmed by solar imports, Needham analyst Y. Edwin Mok expects the ITC to recommend a "moderate remedy" that would lower 2018 U.S. solar demand by 19% versus 2017 levels,. The analyst remains upbeat on SolarEdge (SEDG) and keeps a Buy rating on that stock. He says that First Solar (FSLR) could benefit from tariffs, but he thinks that investors may bid up the stock excessively.

SEDG

SolarEdge

$26.80

0.6 (2.29%)

FSLR

First Solar

$51.41

2.65 (5.43%)

SEDG SolarEdge
$26.80

0.6 (2.29%)

08/03/17
OPCO
08/03/17
NO CHANGE
Target $32
OPCO
Outperform
SolarEdge price target raised to $32 from $25 at Oppenheimer
Oppenheimer analyst Colin Rusch raised his price target for SolarEdge to $32 from $25 after the company posted results ahead of consensus while guiding Q3 revenue above estimates. The analyst reiterates an Outperform rating on the shares.
08/03/17
JMPS
08/03/17
NO CHANGE
JMPS
SolarEdge price target raised to $40 from $25 at JMP Securities
JMP Securities analyst Joseph Oasha rasied his price target on SolarEdge after the company reported much better than expected Q2 results. Calling the results "very strong," Osha says that the company is gaining market share quickly. He thinks its competitors will have trouble keeping up with its R&D advances going forward, and he keeps an Outperform rating on the shares.
09/12/17
NEED
09/12/17
NO CHANGE
NEED
SolarEdge outlook has improved, says Needham
After meeting with SolarEdge's CFO and attending Solar Power International, Needham analyst Y. Edwin Mok says he is more upbeat about the company's "competitive position, the market condition and its growth trajectory." The analyst says that the company can continue to grow unless the worst scenario vis-a-vis Section 201 plays out, which he thinks is "highly unlikely." The analyst thinks that the shares can rise further and recommends buying the stock.
09/13/17
NEED
09/13/17
NO CHANGE
NEED
SolarEdge competitive position strong, says Needham
After attending the Solar Power International conference, Needham analyst Y. Edwin Mok says that companies are seeing "better demand trends within the U.S. and several international markets." He adds that prices remain strong in China, and he does not expect the outcome of the section 201 case to have a major impact on the sector. The analyst sees SolarEdge as "a clear winner," as he predicts that Huawei will focus on larger deals and "will not be too competitive on pricing." The analyst adds that SolarEdge has "solid traction..in commercial markets." He keeps a Buy rating on the shares.
FSLR First Solar
$51.41

2.65 (5.43%)

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.
09/15/17
09/15/17
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. 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.
09/19/17
COKE
09/19/17
INITIATION
COKE
First Solar initiated with $72 fair value estimate at Coker Palmer
Coker Palmer analyst Brad Meikle initiated First Solar with a fair value estimate of $72 with an upside case of $97 per share and downside case of $32. The International Trade Commission on Friday will release its findings on whether there was damage done to U.S. crystalline solar manufacturers by overseas competitors, the analyst points out. He believes it is "extremely likely" that the ITC finds there were damages and that this is not priced into First Solar shares.
09/20/17
DBAB
09/20/17
NO CHANGE
Target $65
DBAB
Buy
First Solar shares can hit $110 if ITC finds injury, says Deutsche Bank
Deutsche Bank analyst Vishal Shah sees upside in First Solar shares to $110 should the International Trade Commission's section 201 outcome on Friday find injury. The stock in midday trading is down 66c to $48.20. His bull case includes tariffs and standard multi-module prices staying at mid 40c along with c-Si module prices also remaining high. In this scenario, First Solar can extend an incremental 1GW S4 in 2018 and 2019, making shipments of 3GW and 4.5GW, respectively, Shah tells investors in a research note. The analyst sees downside in the shares to around $40 should the ITC find no injury. He sees First Solar's risk/reward as favorable into Friday's ruling and keeps a Buy rating on the shares with a $65 price target.

TODAY'S FREE FLY STORIES

MSBI

Midland States

$33.03

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MYL

Mylan

$38.18

0.23 (0.61%)

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AGN

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NFLX

Netflix

$202.68

3.19 (1.60%)

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PCG

PG&E

$53.43

-4.29 (-7.43%)

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CYTR

CytRx

$0.38

-0.0142 (-3.64%)

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  • 17

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EADSY

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$22.75

-0.07 (-0.31%)

, BDRBF

Bombardier

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0.03 (1.62%)

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Hot Stocks
Airbus and Bombardier announce C Series partnership »

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EADSY

Airbus

$22.75

-0.07 (-0.31%)

BDRBF

Bombardier

$1.88

0.03 (1.62%)

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IMDZ

Immune Design

$10.10

-0.85 (-7.76%)

18:16
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Conference/Events
Immune Design to host conference call »

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PG

Procter & Gamble

$93.14

0.1 (0.11%)

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  • 20

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AMZN

Amazon.com

$1,006.34

3.4 (0.34%)

18:14
10/16/17
10/16
18:14
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18:14
Periodicals
NJ leaders offer up to $7B in tax incentives to lure Amazon to Newark, WSJ says »

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BDRBF

Bombardier

$1.88

0.03 (1.62%)

, EADSY

Airbus

$22.75

-0.07 (-0.31%)

18:09
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10/16
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18:09
Periodicals
Bombardier in talks with Airbus over CSeries jet unit JV, WSJ reports »

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Bombardier

$1.88

0.03 (1.62%)

EADSY

Airbus

$22.75

-0.07 (-0.31%)

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IPXL

Impax

$19.95

-0.85 (-4.09%)

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

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  • 09

    Nov

IPXL

Impax

$19.95

-0.85 (-4.09%)

17:51
10/16/17
10/16
17:51
10/16/17
17:51
Periodicals
Impax and Amneal close to merger pact, WSJ says »

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  • 09

    Nov

AGII

Argo Group

$62.90

-0.25 (-0.40%)

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Hot Stocks
Argo Group provides preliminary Q3 loss estimate »

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FDEF

First Defiance Financial

$53.65

-0.25 (-0.46%)

17:34
10/16/17
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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
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Earnings
Brown & Brown reports Q3 EPS 53c, consensus 50c »

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  • 17

    Oct

ORIG

Ocean Rig UDW

$26.18

0.51 (1.99%)

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NFLX

Netflix

$202.68

3.19 (1.60%)

, IMDZ

Immune Design

$10.10

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IMDZ

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$10.10

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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

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ABEO

Abeona Therapeutics

$16.70

0.6 (3.73%)

VICL

Vical

$2.86

0.04 (1.42%)

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FDC

First Data

$18.01

0.39 (2.21%)

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Hot Stocks
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ROSG

Rosetta Genomics

$1.00

-0.0479 (-4.57%)

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HRS

Harris

$135.90

-0.66 (-0.48%)

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BA

Boeing

$259.75

-0.99 (-0.38%)

17:26
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  • 25

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PI

Impinj

$34.98

-0.71 (-1.99%)

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Impinj COO sells 7,000 common shares »

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ADOM

Adomani

$6.50

-0.36 (-5.25%)

17:21
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Syndicate
Breaking Syndicate news story on Adomani »

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SAVE

Spirit Airlines

$33.47

-0.33 (-0.98%)

17:20
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RESN

Resonant

$4.38

-0.08 (-1.79%)

17:16
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