Breaking News Instant updates and real-time market news.

GRUB

GrubHub

$51.62

-0.54 (-1.04%)

10:39
10/13/17
10/13
10:39
10/13/17
10:39

GrubHub impact from Facebook online food delivery minimal, says KeyBanc

KeyBanc said Facebook (FB) is growing its presence in online food ordering/delivery by partnering with several third-party aggregators and online ordering software vendors. The firm's analyst said the headlines are a negative for GrubHub but fundamentally the impact will be small.

GRUB GrubHub
$51.62

-0.54 (-1.04%)

09/26/17
WEDB
09/26/17
NO CHANGE
Target $60
WEDB
Outperform
Wedbush remains bullish on GrubHub despite Amazon competition
Wedbush analyst Aaron Turner maintains his long-term bullish view on shares of GrubHub (GRUB) and believes it is best positioned to benefit from the secular shift to digital in the restaurant take-out and delivery market. The analyst thinks Amazon (AMZN) is a "formidable opponent" for GrubHub and its recent partnership with Olo represents its continued commitment to the space. However, Turner believes the lack of wide-spread adoption of the Amazon restaurants platform by non-chains and the lack of prominence of the restaurants offering within its app continue to hamper diner adoption. Ultimately, he sees the market opportunity as large enough to support multiple businesses with GrubHub leading the way. The analyst reiterated an Outperform rating on GrubHub's shares, but lowered his price target on the stock to $60 from $63.
10/04/17
KEYB
10/04/17
NO CHANGE
Target $54
KEYB
Overweight
KeyBanc sees Yelp as underappreciated
KeyBanc analyst Brad Erickson says that checks with service providers and restaurants have him incrementally positive that Yelp's (YELP) positioning versus the competition is "strong" and that restaurants' appetite for local ad spending could improve once the GrubHub (GRUB)/Eat24 deal closes. Steady execution against a conservative outlook could drive this multiple higher, he contends, adding that he remains a buyer of Yelp. Erickson reiterates an Overweight rating and $54 price target on Yelp's shares.
10/05/17
SBSH
10/05/17
DOWNGRADE
Target $56
SBSH
Neutral
GrubHub downgraded to Neutral from Buy at Citi
Citi analyst Mark May downgraded GrubHub to Neutral citing valuation with the shares up 44% year-to-date. Shares are up $6 since GrubHub announced the acquisition of Eat24 from Yelp, May tells investors in a research note. His analysis, however, suggests that the transaction, as well as the smaller pending Foodler and OrderUp acquisitions, is only worth $4 per share to GrubHub's equity. The analyst raised his price target for the stock to $56 from $52.
10/05/17
10/05/17
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. Mallinckrodt (MNK) downgraded to Hold from Buy at Canaccord with analyst Dewey Steadman saying he sees a lack of near-term catalysts and believes the story will take time to evolve. 2. GrubHub (GRUB) downgraded to Neutral from Buy at Citi with analyst Mark May citing valuation with the shares up 44% year-to-date. 3. Coach (COH) downgraded to Neutral from Overweight at Piper Jaffray with analyst Erinn Murphy saying the stock is likely to enter a "period of digestion" as the company integrates Kate Spade and as investors "grapple with" its new reporting structure. 4. PNC Financial (PNC) downgraded to Equal Weight from Overweight at Stephens with analyst Terry McEvoy saying he views the shares as fairly valued following the stock's outperformance relative to Super Regional bank peers year-to-date. 5. Six Flags (SIX) downgraded to Long-Term Buy from Buy at Hilliard Lyons with analyst Jeffrey Thomison citing recent share appreciation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

MDXG

MiMedx

$9.05

0.3 (3.43%)

10:00
02/22/18
02/22
10:00
02/22/18
10:00
Options
Morning put buyers in MiMedx and implied volatility reaches 52-week highs »

Morning put buyers in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 14

    Mar

MANT

ManTech

$53.62

0.72 (1.36%)

09:56
02/22/18
02/22
09:56
02/22/18
09:56
Recommendations
ManTech analyst commentary  »

ManTech price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Mar

  • 29

    Mar

BX

Blackstone

$34.02

-0.02 (-0.06%)

09:55
02/22/18
02/22
09:55
02/22/18
09:55
Options
Blackstone put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

09:55
02/22/18
02/22
09:55
02/22/18
09:55
General news
Bloomberg Consumer Comfort Index Level data reported »

Week of 2/18 Bloomberg…

FTI

TechnipFMC

$30.98

1.89 (6.50%)

, PWR

Quanta Services

$36.68

1.84 (5.28%)

09:55
02/22/18
02/22
09:55
02/22/18
09:55
Options
Early notable gainers among liquid option names on February 22nd »

Notable gainers among…

FTI

TechnipFMC

$30.98

1.89 (6.50%)

PWR

Quanta Services

$36.68

1.84 (5.28%)

SCG

Scana

$36.91

0.62 (1.71%)

UTX

United Technologies

$132.94

3.68 (2.85%)

RIG

Transocean

$9.28

0.274 (3.04%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 22

    Feb

  • 28

    Feb

  • 16

    Mar

ASND

Ascendis Pharma

$58.00

-1 (-1.69%)

09:55
02/22/18
02/22
09:55
02/22/18
09:55
Conference/Events
Ascendis Pharma to participate in a conference call with JPMorgan »

Management investor…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

HD

Home Depot

$183.67

0.6102 (0.33%)

09:53
02/22/18
02/22
09:53
02/22/18
09:53
Recommendations
Home Depot analyst commentary  »

Home Depot price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 30

    May

DIS

Disney

$105.78

0.725 (0.69%)

, APO

Apollo Global

$34.00

0.16 (0.47%)

09:52
02/22/18
02/22
09:52
02/22/18
09:52
Periodicals
Judge says Disney misused 'Star Wars' copyrights, Hollywood Reporter reports »

A California federal…

DIS

Disney

$105.78

0.725 (0.69%)

APO

Apollo Global

$34.00

0.16 (0.47%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 23

    Feb

  • 26

    Feb

  • 01

    Mar

  • 06

    Mar

  • 07

    Mar

LEXEB

Liberty Expedia Holdings

09:50
02/22/18
02/22
09:50
02/22/18
09:50
Hot Stocks
Breaking Hot Stocks news story on Liberty Expedia Holdings  »

Liberty Expedia Holdings…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

WEN

Wendy's

$16.22

0.12 (0.75%)

09:47
02/22/18
02/22
09:47
02/22/18
09:47
Hot Stocks
Wendy's says testing expanded value menu »

Says raised menu prices…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 07

    Mar

  • 30

    May

TMUS

T-Mobile

$59.42

-1.09 (-1.80%)

, DTEGY

Deutsche Telekom

$16.20

-0.07 (-0.43%)

09:47
02/22/18
02/22
09:47
02/22/18
09:47
Hot Stocks
Deutsche Telekom buys 230K shares of T-Mobile common stock »

In a regulatory filing,…

TMUS

T-Mobile

$59.42

-1.09 (-1.80%)

DTEGY

Deutsche Telekom

$16.20

-0.07 (-0.43%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 23

    Feb

  • 26

    Feb

  • 26

    Feb

  • 05

    Mar

LEXEB

Liberty Expedia Holdings

09:45
02/22/18
02/22
09:45
02/22/18
09:45
Hot Stocks
Breaking Hot Stocks news story on Liberty Expedia Holdings  »

Liberty Expedia Holdings…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

OC

Owens Corning

09:45
02/22/18
02/22
09:45
02/22/18
09:45
Recommendations
Owens Corning analyst commentary  »

Owens Corning price…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

09:45
02/22/18
02/22
09:45
02/22/18
09:45
General news
U.S. leading indicators preview: »

U.S. leading indicators…

09:45
02/22/18
02/22
09:45
02/22/18
09:45
General news
Breaking General news story  »

New York Federal Reserve…

09:45
02/22/18
02/22
09:45
02/22/18
09:45
General news
Leading Indicators to be reported at 10:00 »

January Leading…

SNAP

Snap

09:43
02/22/18
02/22
09:43
02/22/18
09:43
Hot Stocks
Snap slips after Kylie Jenner critique »

Early weakness in shares…Reference Link

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 23

    Feb

  • 07

    Mar

STMP

Stamps.com

$184.95

-5.1 (-2.68%)

09:43
02/22/18
02/22
09:43
02/22/18
09:43
Recommendations
Stamps.com analyst commentary  »

Stamps.com price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 11

    Mar

  • 23

    May

PG

Procter & Gamble

09:42
02/22/18
02/22
09:42
02/22/18
09:42
Hot Stocks
Procter & Gamble: 'Progress will not come in a straight line' »

Says…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 07

    Mar

HST

Host Hotels

, AOBC

American Outdoor Brands

$10.06

-0.12 (-1.18%)

09:40
02/22/18
02/22
09:40
02/22/18
09:40
Options
Unusually active option classes on open February 22nd »

Unusual total active…

HST

Host Hotels

AOBC

American Outdoor Brands

$10.06

-0.12 (-1.18%)

NXPI

NXP Semiconductors

$125.60

0.04 (0.03%)

TMUS

T-Mobile

$59.42

-1.09 (-1.80%)

CHK

Chesapeake

P

Pandora

WMT

Walmart

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 22

    Feb

  • 22

    Feb

  • 23

    Feb

  • 23

    Feb

  • 25

    Feb

  • 26

    Feb

  • 26

    Feb

  • 28

    Feb

  • 01

    Mar

  • 05

    Mar

  • 07

    Mar

  • 18

    Mar

  • 22

    Mar

  • 23

    Mar

  • 27

    Mar

  • 28

    Mar

LMFA

LM Funding

$1.51

0.08 (5.59%)

, LFIN

Longfin

$34.20

-2.03 (-5.60%)

09:38
02/22/18
02/22
09:38
02/22/18
09:38
Periodicals
LM Funding takeover rumors discussed in web report »

The "GrooveVC"…

LMFA

LM Funding

$1.51

0.08 (5.59%)

LFIN

Longfin

$34.20

-2.03 (-5.60%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

QTS

QTS Realty Trust

09:37
02/22/18
02/22
09:37
02/22/18
09:37
Recommendations
QTS Realty Trust analyst commentary  »

QTS Realty Trust price…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 04

    Mar

  • 05

    Mar

  • 15

    Mar

  • 03

    Apr

FSLR

First Solar

09:36
02/22/18
02/22
09:36
02/22/18
09:36
Downgrade
First Solar rating change  »

First Solar downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 22

    Feb

  • 15

    Mar

AVGO

Broadcom

$248.62

-1 (-0.40%)

, QCOM

Qualcomm

$63.40

-0.59 (-0.92%)

09:36
02/22/18
02/22
09:36
02/22/18
09:36
Recommendations
Broadcom, Qualcomm, Xilinx, Analog Devices, Maxim Integrated, Marvell, Microsemi analyst commentary  »

RBC finds takeover…

AVGO

Broadcom

$248.62

-1 (-0.40%)

QCOM

Qualcomm

$63.40

-0.59 (-0.92%)

XLNX

Xilinx

$68.46

-0.73 (-1.06%)

ADI

Analog Devices

MXIM

Maxim Integrated

$61.75

-0.37 (-0.60%)

MRVL

Marvell

$23.19

-0.01 (-0.04%)

MSCC

Microsemi

$60.94

-0.52 (-0.85%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 26

    Feb

  • 28

    Feb

  • 06

    Mar

  • 08

    Mar

  • 22

    Mar

IDGX

AltheaDx

09:35
02/22/18
02/22
09:35
02/22/18
09:35
Initiation
AltheaDx initiated  »

AltheaDx initiated with a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.