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F

Ford

$12.12

-0.26 (-2.10%)

, GM

General Motors

$44.89

-0.58 (-1.28%)

04:54
10/13/17
10/13
04:54
10/13/17
04:54

Ford downgraded to Equal Weight from Overweight at Barclays

Barclays analyst Brian Johnson downgraded Ford (F) to Equal Weight with an unchanged price target of $14. The company is starting "substantially behind" General Motors (GM) in current North America margins, and behind both GM and Tesla (TSLA) in its positioning for the "megatrends and disruptive mobility," Johnson tells investors in a research note. The analyst believes it will take several years for CEO Jim Hackett's initiatives to show through in results.

F

Ford

$12.12

-0.26 (-2.10%)

GM

General Motors

$44.89

-0.58 (-1.28%)

TSLA

Tesla

$355.68

1.08 (0.30%)

  • 24

    Oct

  • 26

    Oct

  • 13

    Nov

F Ford
$12.12

-0.26 (-2.10%)

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.
10/04/17
MSCO
10/04/17
NO CHANGE
Target $9
MSCO
Underweight
Ford strategic update 'very light on details,' says Morgan Stanley
After Ford hosted its strategic update call with investors, Morgan Stanley analyst Adam Jonas said the presentation was "very light on details" and he got the impression that Ford wanted to convey extremely high-level objectives but doesn't have enough locked down on key partnerships to disclose anything significant. Jonas, who still thinks Ford's 2018 profit will end up as much as 50% below current consensus and expects further declines in 2019, keeps his Underweight rating on the stock.
10/04/17
STPT
10/04/17
UPGRADE
STPT
Buy
Ford upgraded to Buy from Hold at Standpoint Research
10/04/17
STPT
10/04/17
NO CHANGE
STPT
Standpoint upgrades Ford to Buy, downgrades Tesla to Sell
Standpoint Research analyst Ronnie Moas, in an intraday research report, upgraded Ford (F) to Buy from Hold with a $15 price target while downgrading Tesla (TSLA) to Sell from Hold with a $280 price target. Nomura Instinet last night initiated shares of Tesla with a $500 price target. The electric carmaker is up 2% to $355.32 in late morning trading while Ford is up less than 1% to $12.44. Moas notes that Ford shares offer a dividend yield of 5.1%.
GM General Motors
$44.89

-0.58 (-1.28%)

10/06/17
SBSH
10/06/17
NO CHANGE
Target $53
SBSH
Buy
GM narrative shift could unlock 'much more' value, says Citi
Citi analyst Itay Michaeli attributes the recent rally in shares of General Motors to "short-term momentum into some future Investor Day/Event" as well as the start of "lasting re-rating." Taking a holistic second look at GM could "unlock substantially more value," Michaeli tells investors in a research note. The analyst believes GM's core auto segment is complemented by a leading RoboTaxi autonomous vehicle position. He believes this "narrative shift" could pave a path towards his prior long-term high-end upside potential case of $134 per share. Michaeli keeps a Buy rating on GM with a $53 price target.
10/11/17
UBSW
10/11/17
NO CHANGE
Target $50
UBSW
Buy
General Motors price target raised to $50 from $39 at UBS
UBS analyst Colin Langan raised his price target on General Motors to $50 from $39 as he believes the company is well positioned as a future mobility leader. He said the company has a strong tech lead and he sees a significant opportunity in the ride sharing market. Langan reiterated his Buy rating on General Motors shares.
10/12/17
DBAB
10/12/17
DOWNGRADE
Target $104
DBAB
Hold
Delphi downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Rod Lache downgraded Delphi Automotive (DLPH) to Hold and lowered his price target for the shares to $104 from $108. The analyst views the valuation as fair at current share levels and sees better opportunities elsewhere in the space. Lache prefers shares of General Motors (GM), American Axle (AXL) and Magna (MGA) for automotive exposure.
10/12/17
SBSH
10/12/17
NO CHANGE
SBSH
Buy
GM cutting production at Detroit plant a positive, says Citi
Citi analyst Itay Michaeli noted media reports that General Motors plans six weeks of downtime at its Detroit-Hamtramck plant, which he views as a positive since it shows that GM is staying disciplined on price. The analyst, who argues that actions like this reported production cut should be reason for a higher multiple for OEMs who are being more price disciplined now than they were last cycle, keeps a Buy rating on GM shares.
TSLA Tesla
$355.68

1.08 (0.30%)

10/09/17
BERN
10/09/17
NO CHANGE
Target $265
BERN
Market Perform
Bernstein worried about Tesla gross margins, service/customer experience
Bernstein analyst A.M. Sacconaghi, Jr. believers the traditional automotive market is being disrupted, and the source of it is one upstart player: Tesla. In part due to Tesla's catalyzing role, the analyst is bullish on adoption of electric vehicles, and believes EVs could be 40% of the auto market in 20 years. Sacconaghi, Jr. thinks Tesla has two structural advantages, namelly unparalleled consumer awareness, and a brand-reinforcing, direct-distribution model. While he is bullish on Tesla's long-term potential, he worries about gross margins, and its service and customer experience, which could be further pressured, particularly if Model 3 has quality issues. The analyst reiterates a Market Perform rating and $265 price target on the shares.
10/10/17
MSCO
10/10/17
NO CHANGE
Target $379
MSCO
Equal Weight
Tesla price target raised to $379 from $317 at Morgan Stanley
Morgan Stanley analyst Adam Jonas and a team at the firm forecasts that electric vehicles will grow to over 520M globally by 2040, adding that any car company or government that seeks aggressive EV penetration must also have a plan for EV infrastructure or be at risk. Tesla is the OEM making the most substantial investments in its own proprietary EV infrastructure network, said Jonas, who assumes the company will only hold a 6% share of the global EV market in operation by 2040. The analyst, who increased his "Core Tesla" exit EBITDA multiple to 10x from 9x, raised his price target on Tesla shares to $379 from $317 and keeps an Equal Weight rating on the shares.
10/12/17
GSCO
10/12/17
NO CHANGE
GSCO
Goldman Sachs Tactical Trades ahead of earnings
Goldman analysts led by John Marshall highlight some of the firm's most out-of-consensus opportunities ahead of the earnings season. The firm sees potential for upward earnings revisions to drive share upside in Caterpillar (CAT), ENGlobal (ENTG), McDonald's, (MCD) and Netflix (NFLX) and downwards earnings revisions to drive downside in Grainger (GWW), Cree (CREE), and Tesla (TSLA).

TODAY'S FREE FLY STORIES

MIC

Macquarie Infrastructure

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ILG

ILG

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TGB

Taseko Mines

$1.76

0.03 (1.73%)

17:28
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BAND

Bandwidth

$24.09

0.18 (0.75%)

17:26
02/21/18
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Earnings
Bandwidth sees FY18 adjusted EPS (11c)-0c, may not compare to consensus (34c) »

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BAND

Bandwidth

$24.09

0.18 (0.75%)

17:25
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Earnings
Bandwidth sees Q1 adjusted EPS 7c-10c, may not compare to consensus (6c) »

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  • 21

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SM

SM Energy

$21.30

-0.54 (-2.47%)

17:25
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  • 22

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BAND

Bandwidth

$24.09

0.18 (0.75%)

17:24
02/21/18
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Earnings
Bandwidth reports Q4 adjusted EPS 9c, consensus 0c »

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  • 21

    Feb

SM

SM Energy

$21.30

-0.54 (-2.47%)

17:24
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SM Energy sees 2018 production 42-46 MMBoe, 41% oil »

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  • 22

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P

Pandora

$4.87

-0.46 (-8.63%)

17:24
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Earnings
Pandora sees Q1 revenue $295M-$305M, consensus $322.87M »

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SM

SM Energy

$21.30

-0.54 (-2.47%)

17:23
02/21/18
02/21
17:23
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17:23
Earnings
SM Energy reports Q4 adjusted EPS (8c), consensus (14c) »

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  • 22

    Feb

P

Pandora

$4.87

-0.46 (-8.63%)

17:22
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Pandora expects FY18 top-line growth to come from subscription business »

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  • 21

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LNCE

Snyder's-Lance

$49.90

-0.1 (-0.20%)

17:22
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OKE

Oneok

$56.10

-0.92 (-1.61%)

17:20
02/21/18
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ONEOK to invest $2.3B for additional NGL, natural gas infrastructure »

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  • 27

    Feb

GXP

Great Plains Energy

$29.45

-0.33 (-1.11%)

17:20
02/21/18
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Earnings
Breaking Earnings news story on Great Plains Energy »

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  • 22

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MIC

Macquarie Infrastructure

$63.62

-0.75 (-1.17%)

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Breaking Hot Stocks news story on Macquarie Infrastructure »

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  • 22

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MIC

Macquarie Infrastructure

$63.62

-0.75 (-1.17%)

17:19
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  • 22

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CAKE

Cheesecake Factory

$46.22

0.61 (1.34%)

17:18
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  • 21

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UTX

United Technologies

$129.26

2.8 (2.21%)

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IAG

IAMGold

$5.86

0.07 (1.21%)

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  • 22

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CAKE

Cheesecake Factory

$46.22

0.61 (1.34%)

17:16
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  • 21

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P

Pandora

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CLVS

Clovis

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  • 26

    Feb

HBM

Hudbay Minerals

$8.15

0.1 (1.24%)

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  • 22

    Feb

P

Pandora

$4.87

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17:10
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Pandora sees significant opportunity to grow user count »

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  • 21

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IAG

IAMGold

$5.86

0.07 (1.21%)

17:10
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Earnings
IAMGold reports Q4 adjusted EPS (3c), consensus 1c »

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  • 22

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