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FDX

FedEx

$221.61

0.29 (0.13%)

, UPS

UPS

$118.20

-0.8 (-0.67%)

07:45
10/06/17
10/06
07:45
10/06/17
07:45

Amazon implications negative for FedEx, UPS, says Baird

Baird analyst Benjamin Hartford noted reports Amazon (AMZN) is testing its own final mile delivery service in the U.S. and he believes it is a logical extension of its model as it builds network density. The analyst believes the implications for parcel providers FedEx (FDX) and UPS (UPS) are negative, as it could put pressure on delivery rates and volume may be diverted from both. Hartford continues to rate FedEx with an Outperform and $235 price target and UPS remains Neutral rated with a $125 price target.

FDX

FedEx

$221.61

0.29 (0.13%)

UPS

UPS

$118.20

-0.8 (-0.67%)

AMZN

Amazon.com

$980.85

15.4 (1.60%)

  • 08

    Oct

  • 22

    Oct

  • 03

    Nov

FDX FedEx
$221.61

0.29 (0.13%)

09/20/17
LOOP
09/20/17
NO CHANGE
LOOP
FedEx price target raised to $260 from $250 at Loop Capital
Loop Capital analyst Rick Paterson raised his price target on FedEx after the company reported much lower than expected Q1 EPS. The analyst blamed the miss on a cyberattack and Hurricane Harvey. The analyst notes that the company expects FedEx Ground's operating income to rise this year, while it reiterated its operating income target for its Express unit. The analyst says that the stock "will have no choice" but to rise if the company continues to reiterate the latter target. He keeps a Buy rating on the shares.
09/20/17
FBCO
09/20/17
NO CHANGE
Target $233
FBCO
Outperform
FedEx price target lowered to $233 from $242 at Credit Suisse
Credit Suisse analyst Allison Landry lowered her price target for FedEx to $233 from $242 on weaker than expected results and guidance. The analyst reiterates an Outperform rating on the shares.
10/05/17
DBAB
10/05/17
NO CHANGE
DBAB
Deutsche calls Bloomberg headline on Amazon rivaling UPS, FedEx misleading
The headline of Bloomberg's story this morning on Amazon titled "Amazon Is Said to Test Own Delivery Service to Rival FedEx, UPS" is misleading, Deutsche Bank analyst Amit Mehrotra tells investors in a research note. Amazon's initiates are aimed at growing its own volumes to lower unit shipment costs, the analyst contends. He does not find it likely that Amazon at this point will invests heavily in its own network for last mile business-to-consumer deliveries. FedEx (FDX) in early trading is down $1.01 to $220.31 while UPS (UPS) is down $1.42 to $117.58.
10/06/17
RILY
10/06/17
NO CHANGE
Target $250
RILY
Buy
Amazon's Seller Flex expansion unlikely to impact Stamps.com, says B. Riley
B. Riley analyst Kevin Liu believes Amazon.com's (AMZN) plans to expand its Seller Flex program more broadly in 2018 following a two-year pilot in India and testing in West Coast states, as reported yesterday by Bloomberg, is unlikely to impact Stamps.com (STMP). The Seller Flex program Seller Flex arranges for the pickup and delivery of merchandise from the seller's distribution facility, which could potentially impact volumes currently routed through the major domestic carriers, Liu tells investors in a research note. He believes FedEx (FDX) and UPS (UPS) have the most to lose given their exposure to large shippers. The analyst sees "little risk at present" to Stamps.com given that Seller Flex is targets merchants with a "far greater" assortment, order volumes, and logistical footprint than is typically targeted by the company's various brands. Liu reiterates a Buy rating on Stamps.com with a $250 price target.
UPS UPS
$118.20

-0.8 (-0.67%)

08/08/17
08/08/17
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. Tesla (TSLA) upgraded to Buy from Hold at Argus with analyst William Selesky saying he expects Tesla to reach breakeven two quarters earlier than he'd previously forecast and sees the company achieving full-year profitability in fiscal 2019. 2. L3 Technologies (LLL) upgraded to Buy from Hold at Drexel Hamilton analyst Pete Skibitski saying he is "cautiously" optimistic that there will be a positive resolution in fiscal 2018 budget negotiations, which will benefit the entire space, and notes L3's international outlook has improved as the year has progressed. 3. Foot Locker (FL) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Jay Sole saying he believes share weakness related to investor concerns surrounding share loss to Amazon (AMZN) and brands' own websites has created an "excellent" buying opportunity. 4. UPS (UPS) upgraded to Buy from Neutral at Citi with analyst Christian Wetherbee saying he sees a "clear path" toward double-digit earnings growth returning in 2018. 5. Cognizant (CTSH) upgraded to Buy from Hold at Berenberg with analyst Georgios Kertsos saying the market now considers U.S. immigration policy changes as unlikely, which leaves upside for investors. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/20/17
OPCO
09/20/17
NO CHANGE
Target $123
OPCO
Outperform
UPS price target raised to $123 from $116 at Oppenheimer
Oppenheimer analyst Scott Schneeberger raised his price target for UPS to $123 from $116 as he anticipates continued mid-single digit revenue growth via volume momentum in International Package, elevated e-commerce growth in U.S. Domestic, and improving Supply Chain & Freight conditions. The analyst is constructive UPS can stabilize/ultimately expand margin and accelerate earnings growth on improved efficiencies. He reiterates an Outperform rating on the shares.
AMZN Amazon.com
$980.85

15.4 (1.60%)

10/05/17
NOMU
10/05/17
NO CHANGE
Target $47
NOMU
Neutral
Nomura 'comfortable' with below consensus Akamai estimates
Nomura Instinet analyst Jeffrey Kvaal says he's "comfortable" with his estimates for Akamai Technologies (AKAM) being below the consensus. The analyst is concerned about the trajectory of Akamai's media business, specifically its revenue from Amazon (AMZN), which represents 2% of its total revenue. Amazon may take content delivery network traffic in-house, possibly in the near term, Kvaal tells investors in a research note. He views Amazon as a likely do-it-yourself candidate given its scale and existing CDN platform, CloudFront. Kvaal has a Neutral rating on Akamai with a $47 price target.
10/05/17
CLVD
10/05/17
NO CHANGE
CLVD
Wayfair in focus as Amazon to compete in furniture category, says Cleveland
Cleveland Research said Wayfair (W) continues to perform well and remains an industry leader in the furniture category but believes Amazon (AMZN) has invested significantly in recent years to compete more effectively in the furniture category over the long-term. The firm's analyst has heard Amazon has added eight freight companies for heavy/bulk inventory since the beginning of the year to improve its furniture offering and is targeting Wayfair given its growth of 50% in 2016 with sales reaching $3.4B.

TODAY'S FREE FLY STORIES

WAC

Walter Investment

$0.51

-0.0056 (-1.09%)

10:24
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10/21
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TMST

TimkenSteel

$17.57

0.19 (1.09%)

10:18
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    Oct

AGEN

Agenus

$4.33

-0.14 (-3.13%)

, GSK

GlaxoSmithKline

$40.84

-0.26 (-0.63%)

10:15
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10/21
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FDA approves GlaxoSmithKline shingles vaccine with Agenus QS-21 Stimulon »

Agenus (AGEN) has…

AGEN

Agenus

$4.33

-0.14 (-3.13%)

GSK

GlaxoSmithKline

$40.84

-0.26 (-0.63%)

03/08/13
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    Nov

MS

Morgan Stanley

$50.68

0.89 (1.79%)

10:06
10/21/17
10/21
10:06
10/21/17
10:06
Periodicals
Another 20% gain in Morgan Stanley stock likely, Barron's says »

In a follow-up story,…

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03/06/13
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  • 22

    Oct

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    Oct

SSNLF

Samsung

10:02
10/21/17
10/21
10:02
10/21/17
10:02
Periodicals
Samsung has lots of upside driven by chips/screens, Barron's says »

Samsung stock is up 50%…

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  • 21

    Oct

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    Oct

DLAKY

Lufthansa

$30.28

0.2 (0.66%)

09:56
10/21/17
10/21
09:56
10/21/17
09:56
Periodicals
Lufthansa has more room to climb, Barron's says »

Amid competitor's…

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UAL

United Continental

$59.90

0.12 (0.20%)

, DAL

Delta Air Lines

$53.27

1 (1.91%)

09:51
10/21/17
10/21
09:51
10/21/17
09:51
Periodicals
Market pounds United, sees American/Delta as possibly safe bets, Barron's says »

United Continental's…

UAL

United Continental

$59.90

0.12 (0.20%)

DAL

Delta Air Lines

$53.27

1 (1.91%)

AAL

American Airlines

$51.93

0.42 (0.82%)

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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  • 01

    Nov

CZR

Caesars

$12.20

0.15 (1.24%)

09:45
10/21/17
10/21
09:45
10/21/17
09:45
Periodicals
Caesars looks ready to grow again, Barron's says »

After a disastrous 2008…

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  • 24

    Oct

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    Nov

DWDP

DowDuPont

$71.18

0.29 (0.41%)

09:40
10/21/17
10/21
09:40
10/21/17
09:40
Periodicals
DowDuPont shares likely to return as much as 30% over next year, Barron's says »

If DowDuPont can cut $3B…

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COH

Coach

$40.35

0.88 (2.23%)

09:29
10/21/17
10/21
09:29
10/21/17
09:29
Periodicals
Coach shares look undervalued, could rise nearly 30%, Barron's says »

Coach, which has…

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CNC

Centene

$96.50

1.8 (1.90%)

, MOH

Molina Healthcare

$64.40

0.76 (1.19%)

09:24
10/21/17
10/21
09:24
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09:24
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

CNC

Centene

$96.50

1.8 (1.90%)

MOH

Molina Healthcare

$64.40

0.76 (1.19%)

CI

Cigna

$191.42

3.2 (1.70%)

ANTM

Anthem

$194.69

1.49 (0.77%)

AET

Aetna

$160.84

3.2 (2.03%)

HNT

Health Net

HUM

Humana

$245.81

3.12 (1.29%)

UNH

UnitedHealth

$207.49

4.24 (2.09%)

WCG

WellCare

$180.52

3.28 (1.85%)

CYH

Community Health

$6.44

0.24 (3.87%)

HCA

HCA Healthcare

$81.05

1.26 (1.58%)

LPNT

LifePoint

$58.35

0.5 (0.86%)

THC

Tenet

$14.66

1.31 (9.81%)

UHS

Universal Health

$112.85

2.31 (2.09%)

GOOG

Alphabet

$988.20

3.75 (0.38%)

GOOGL

Alphabet Class A

$1,005.07

3.23 (0.32%)

MSFT

Microsoft

$78.81

0.9 (1.16%)

FB

Facebook

$174.98

0.42 (0.24%)

INTC

Intel

$40.43

0.34 (0.85%)

IBM

IBM

$162.07

1.17 (0.73%)

MAR

Marriott

$115.02

-0.18 (-0.16%)

03/08/13
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    Nov

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ETFC

E-Trade

$43.20

-0.49 (-1.12%)

08:55
10/21/17
10/21
08:55
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08:55
Conference/Events
E-Trade to hold an education day »

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08:45
10/21/17
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08:45
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General news
Breaking General news story  »

New York Federal Reserve…

FB

Facebook

$174.98

0.42 (0.24%)

, AMZN

Amazon.com

$982.91

-3.7 (-0.38%)

08:25
10/21/17
10/21
08:25
10/21/17
08:25
Periodicals
Regulators inquiries fuel speculation about big tech breakup, Barron's says »

Facebook (FB), Amazon…

FB

Facebook

$174.98

0.42 (0.24%)

AMZN

Amazon.com

$982.91

-3.7 (-0.38%)

GOOG

Alphabet

$988.20

3.75 (0.38%)

GOOGL

Alphabet Class A

$1,005.07

3.23 (0.32%)

03/08/13
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    Nov

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    Mar

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

, AIMT

Aimmune

$25.66

-0.06 (-0.23%)

07:58
10/21/17
10/21
07:58
10/21/17
07:58
Hot Stocks
DBV believes FDA suggested continue moving forward with Viaskin »

DBV Technologies (DBVT)…

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

AIMT

Aimmune

$25.66

-0.06 (-0.23%)

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  • 06

    Nov

04:55
10/21/17
10/21
04:55
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04:55
General news
Breaking General news story  »

New York Federal Reserve…

ETFC

E-Trade

$43.20

-0.49 (-1.12%)

04:55
10/21/17
10/21
04:55
10/21/17
04:55
Conference/Events
E-Trade to hold an education day »

Chicago Education Day is…

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  • 21

    Oct

  • 07

    Nov

19:15
10/20/17
10/20
19:15
10/20/17
19:15
General news
Breaking General news story  »

Federal Reserve Chair…

ATRS

Antares Pharma

$2.18

0.06 (2.83%)

18:59
10/20/17
10/20
18:59
10/20/17
18:59
Hot Stocks
FDA cannot approve Antares Pharma's Xyosted NDA »

Antares Pharma announced…

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  • 20

    Oct

18:55
10/20/17
10/20
18:55
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Conference/Events
Federal Reserve Chairperson delivers a lecture at NEC Dinner »

Federal Reserve…

SHIP

Seanergy Marine

$1.24

0.0199 (1.63%)

17:50
10/20/17
10/20
17:50
10/20/17
17:50
Syndicate
Breaking Syndicate news story on Seanergy Marine »

Seanergy Marine files to…

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HLI

Houlihan Lokey

$41.56

0.18 (0.43%)

17:49
10/20/17
10/20
17:49
10/20/17
17:49
Syndicate
Breaking Syndicate news story on Houlihan Lokey »

Houlihan Lokey files to…

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  • 24

    Oct

GEO

Geo Group

$26.20

0.2 (0.77%)

17:48
10/20/17
10/20
17:48
10/20/17
17:48
Syndicate
Breaking Syndicate news story on Geo Group »

Geo Group files automatic…

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  • 14

    Dec

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

, AIMT

Aimmune

$25.66

-0.06 (-0.23%)

17:37
10/20/17
10/20
17:37
10/20/17
17:37
Hot Stocks
DBV sinks following peanut allergy trial miss, Aimmune soars »

Shares of DBV…

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

AIMT

Aimmune

$25.66

-0.06 (-0.23%)

03/08/13
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03/06/13
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03/06/13
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  • 06

    Nov

KALV

KalVista

$11.26

1.99 (21.47%)

, DBVT

DBV Technologies

$48.07

0.92 (1.95%)

17:24
10/20/17
10/20
17:24
10/20/17
17:24
Hot Stocks
On The Fly: After Hours Movers »

HIGHER: KalVista (KALV),…

KALV

KalVista

$11.26

1.99 (21.47%)

DBVT

DBV Technologies

$48.07

0.92 (1.95%)

03/08/13
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03/06/13
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03/06/13
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