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ULTA

Ulta Beauty

$223.80

-2.26 (-1.00%)

, AMZN

Amazon.com

$959.19

-2.16 (-0.22%)

07:26
10/03/17
10/03
07:26
10/03/17
07:26

Ulta Beauty price target lowered to $270 from $300 at KeyBanc

KeyBanc analyst Jason Gere lowered his price target for Ulta Beauty (ULTA) to $270 from $300 saying the company will need to fight to retain its momentum amid industry threats, which may weigh modestly on EPS. Fears over Amazon (AMZN)/other factors have weighed down this best-in-class retailer to undeserving valuation levels, Gere adds. However, the analyst does not think the growth story is over. He reiterates an Overweight rating on the shares.

ULTA

Ulta Beauty

$223.80

-2.26 (-1.00%)

AMZN

Amazon.com

$959.19

-2.16 (-0.22%)

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    Oct

ULTA Ulta Beauty
$223.80

-2.26 (-1.00%)

08/25/17
COWN
08/25/17
NO CHANGE
Target $336
COWN
Outperform
Ulta Beauty weakness a buying opportunity, says Cowen
Cowen analyst Oliver Chen said Ulta Beauty reported industry leading comps, gross margins, and earnings growth. He said shares could be weak following guidance, which he views as conservative, but he would use the weakness as a buying opportunity. Chen reiterated his Outperform rating and $336 price target on Ulta Beauty shares.
08/25/17
EVER
08/25/17
NO CHANGE
EVER
Outperform
Ulta Beauty continues to be a favorite Long Position, says Evercore ISI
Evercore ISI analyst Omar Saad said Ulta Beauty continues to be a favorite Long Position in the firm's Model Portfolio despite share price underperformance and increased controversy surrounding it. The analyst said double-digit sales and earnings continue, which means the share price contraction is due to multiple compression, but these "superb" Q2 results should go a long way in alleviating concerns. Saad reiterates his Buy rating on Ulta and raised his estimates.
08/25/17
08/25/17
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. Twitter (TWTR) downgraded to Hold from Buy at Jefferies by analyst Brent Hill, who prefers Google (GOOGL), Facebook (FB) and Snap (SNAP) as plays on the digital video transition occurring across the social media space. Thill, who thinks Twitter will underperform broader internet and social peers, acknowledged that investors might ask why he is not advising to sell the stock, but he thinks recent management changes could improve the company's declining ARPU in the near-term. 2. Ulta Beauty (ULTA) downgraded to Market Perform from Outperform at BMO Capital by analyst Shannon Coyne, who said that there are bright spots ahead for the company, but sees "clouds on the horizon" looking ahead, including a slowing beauty market and department stores that are "upping their collective game." 3. Hormel Foods (HRL) downgraded to Neutral from Outperform at Credit Suisse by analyst Robert Moskow, who said increased volatility in the protein markets has reduced earnings visibility and his confidence in FY2020 margin targets of 15-19%. Moskow sees further risk from the pork industry's 10% expansion in slaughter capacity. 4. TripAdvisor (TRIP) and Shutterstock (SSTK) downgraded to Underperform from Hold at Jefferies. 5. Domino's Pizza (DPZ) downgraded to Hold from Buy at Argus by analyst John Staszak due to concerns about slowing international revenue combined with a potential for a comparable slowdown in domestic sales. The analyst now expects Domino's to post mid-single-digit comp growth following years of double-digit growth and believes margin gains will be limited going forward as the company invests in the business. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/30/17
BARD
08/30/17
NO CHANGE
Target $295
BARD
Outperform
Now is time to build positions in Ulta Beauty, says Baird
Baird analyst Mark Altschwager believes Ulta Beauty shares will be range-bound near-term as investors digest choppier category trends and deliberate its valuation. Altschwager met with management and came away confident the company has the team and tools in place to capture further market share and fend off competitive threats. Altschwager, who believes now is the time for investors to build positions, reiterated his Outperform rating and $295 price target on Ulta shares.
AMZN Amazon.com
$959.19

-2.16 (-0.22%)

09/29/17
LOOP
09/29/17
NO CHANGE
Target $1200
LOOP
Buy
Loop Capital reiterates Buy on Amazon's next 'Game of Thrones' quest
Amazon.com, according to recent media reports, is dramatically ramping up its production of Prime Video content for 2018, driven by a senior management mandate to create the next "Game of Thrones," Loop Capital analyst Anthony Chukumba tells investors in an intraday research note. The analyst believes improved Prime Video content will drive additional Prime membership enrollment. He reiterates a Buy rating on Amazon shares with a $1,200 price target.
09/29/17
BARD
09/29/17
NO CHANGE
BARD
Outperform
Vantiv likely credit card processor for Whole Foods, says Baird
Baird analyst David Koning believes Vantiv (VNTV) is the payment processor for Whole Foods, but does not view this as a risk. The analyst said the merchants themselves are typically responsible for the breach and notes there were no other issues reported by other merchants Koning said in some instances, the processor may benefit from these situations by selling additional scurrility features to the merchant and reiterated his Outperform rating and $80 price target on Vantiv shares.
10/02/17
JEFF
10/02/17
NO CHANGE
Target $95
JEFF
Buy
Walgreens growth from Rite Aid stores not priced in, says Jefferies
Jefferies analyst Brian Tanquilut says he remains positive on Walgreens Boots Alliance (WBA) given his expectation for sustained double-digit earnings growth over the next few years. The acquisition of Rite Aid (RAD) stores will yield incremental earnings growth in the next few years that's not yet priced into the stock, Tanquilut tells investors in a research note. He believes that while Amazon (AMZN) risk to front-end pharmaceutical sales "is real," Walgreens has done better than peers in "weathering the storm." The analyst has a Buy rating on the shares with a $95 price target.
10/02/17
BWSF
10/02/17
NO CHANGE
BWSF
Sell
BWS Financial sees Applied Optoelectronics sales to Amazon softening further
BWS Financial analyst Hamed Khorsand said he believes Applied Optoelectronics (AAOI) sales to Amazon (AMZN) have softened even more as the company moves away from 40G. He also thinks Intel's (INTC) start of shipments of a competing CWDM4 transceivers poses a threat to 100G revenue Applied has been generating from Facebook (FB). Khorsand keeps his Sell rating on Applied Optoelectronics shares.

TODAY'S FREE FLY STORIES

MMLP

Martin Midstream Partners

$16.05

-0.2 (-1.23%)

15:55
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15:55
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Martin Midstream Partners to hold a guidance conference call »

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SE

Sea Limited

$12.65

0.32 (2.60%)

15:50
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CAR

Avis Budget

$39.94

-0.08 (-0.20%)

15:34
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Options
Avis Budget options imply 12.5% move in share price post-earnings, above median historical move »

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VBTX

Veritex

$27.59

-0.48 (-1.71%)

15:33
02/21/18
02/21
15:33
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15:33
Conference/Events
Veritex management to meet with Stephens »

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VBTX

Veritex

$27.59

-0.48 (-1.71%)

15:29
02/21/18
02/21
15:29
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15:29
Conference/Events
Veritex management to meet with Stephens »

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  • 21

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OMER

Omeros

$11.37

0.36 (3.27%)

15:29
02/21/18
02/21
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15:29
Periodicals
Omeros has 'plunging' Omidria sales, 'shaky' balance sheet, Feuerstein says »

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TI

Telecom Italia

$8.84

-0.11 (-1.23%)

15:27
02/21/18
02/21
15:27
02/21/18
15:27
Hot Stocks
Telecom Italia says not involved in any anticompetitive behavior »

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KS

KapStone

$34.69

0.14 (0.41%)

15:24
02/21/18
02/21
15:24
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15:24
Conference/Events
KapStone management to meet with Stephens »

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TCBK

TriCo Bancshares

$37.24

-0.76 (-2.00%)

15:19
02/21/18
02/21
15:19
02/21/18
15:19
Conference/Events
TriCo Bancshares management to meet with Stephens »

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  • 24

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AAOI

Applied Optoelectronics

$33.33

1.34 (4.19%)

15:19
02/21/18
02/21
15:19
02/21/18
15:19
Options
Applied Optoelectronics options imply 22.1% move in share price post-earnings, above median historical move »

Pre-earnings options…

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$NSD

NASDAQ Market Internals

15:17
02/21/18
02/21
15:17
02/21/18
15:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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SPY

SPDR S&P 500 ETF Trust

$272.87

1.47 (0.54%)

, SPX

S&P 500

15:16
02/21/18
02/21
15:16
02/21/18
15:16
Technical Analysis
Technical Take: S&P 500 retests lows of the day »

At time of writing the…

SPY

SPDR S&P 500 ETF Trust

$272.87

1.47 (0.54%)

SPX

S&P 500

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SPY

SPDR S&P 500 ETF Trust

$272.87

1.47 (0.54%)

, SPX

S&P 500

15:16
02/21/18
02/21
15:16
02/21/18
15:16
Technical Analysis
Technical Take: S&P 500 retests lows of the day »

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SPY

SPDR S&P 500 ETF Trust

$272.87

1.47 (0.54%)

SPX

S&P 500

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$NYE

NYSE Market Internals

15:16
02/21/18
02/21
15:16
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15:16
Technical Analysis
NYSE market internals summary »

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ABG

Asbury Automotive

$68.25

0.3 (0.44%)

15:15
02/21/18
02/21
15:15
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15:15
Conference/Events
Asbury Automotive management to meet with Stephens »

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15:15
02/21/18
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15:15
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General news
Treasury Closing Summary: »

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WFC

Wells Fargo

$60.35

0.4 (0.67%)

15:10
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Options
Notable call write in Wells Fargo »

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AZN

AstraZeneca

$34.09

0.45 (1.34%)

15:08
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Hot Stocks
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P

Pandora

$4.96

-0.375 (-7.04%)

15:04
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Options
Pandora options imply 26.6% move in share price post-earnings, above median historical move »

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BA

Boeing

$358.70

5.35 (1.51%)

, EADSY

Airbus

$29.67

0.08 (0.27%)

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Periodicals
Boeing displaces Airbus at Hawaiian, Leeham News and Comment says »

Boeing (BA) has displaced…

BA

Boeing

$358.70

5.35 (1.51%)

EADSY

Airbus

$29.67

0.08 (0.27%)

HA

Hawaiian Holdings

$37.35

-1.3 (-3.36%)

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  • 21

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NFLX

Netflix

$278.55

0.03 (0.01%)

15:03
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Periodicals
Netflix and indie film makers Duplass Brothers in deal, Variety reports »

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MBT

Mobile TeleSystems

$12.66

0.49 (4.03%)

15:00
02/21/18
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Options
Call buyers in Mobile TeleSystems as shares reach 52-week highs »

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DPZ

Domino's Pizza

$223.26

1.77 (0.80%)

, QSR

Restaurant Brands

$59.54

0.31 (0.52%)

14:50
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Periodicals
Restaurant Brands deal for Domino's 'likely,' 680 NEWS Toronto reporter says »

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DPZ

Domino's Pizza

$223.26

1.77 (0.80%)

QSR

Restaurant Brands

$59.54

0.31 (0.52%)

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ROKU

Roku

$51.18

3.05 (6.34%)

14:49
02/21/18
02/21
14:49
02/21/18
14:49
Options
Roku Inc (Class A Stock) options imply 26.4% move in share price post-earnings, below median historical move »

Pre-earnings options…

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CGG

CGG SA

$3.97

-0.24 (-5.70%)

14:45
02/21/18
02/21
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Hot Stocks
Breaking Hot Stocks news story on CGG SA 

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