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SKX

Skechers

$24.03

-1.06 (-4.22%)

, CAI

CAI International

$31.38

-0.05 (-0.16%)

17:41
10/19/17
10/19
17:41
10/19/17
17:41

On The Fly: After Hours Movers

UP AFTER EARNINGS: Skechers (SKX), up 23%... CAI International (CAI), up 6%... PayPal (PYPL), up 4.1%... Maxim Integrated (MXIM), up 2.8%. ALSO HIGHER: Immune Design (IMDZ), up 5.5% after it said that G100 was granted orphan drug designation by the EMA. DOWN AFTER EARNINGS: NCR Corp. (NCR), down 10.9%... Del Taco (TACO), down 5.8%... athenahealth (ATHN), down 3.9%... Intuitive Surgical (ISRG), down 2.9%... E-Trade (ETFC), down 2.2%. ALSO LOWER: Celgene (CELG), down 6.2% after it discontinued its Crohn's treatment Phase III trial... Prima BioMed (PBMD), down 5.2% after it filed to sell 197.35M ordinary shares for holders... Axon (AAXN), down 4.2% after it said in a regulatory filing that it has become aware of a comment letter issued by the Securities and Exchange Commission relating to the SEC's review of the company's Form 10-K for the year ended December 31, 2016 and Form 10-Q for the quarter ended March 31, 2017.

SKX

Skechers

$24.03

-1.06 (-4.22%)

CAI

CAI International

$31.38

-0.05 (-0.16%)

PYPL

PayPal

$67.25

-0.01 (-0.01%)

MXIM

Maxim Integrated

$50.09

0.24 (0.48%)

IMDZ

Immune Design

$5.50

-1.05 (-16.03%)

NCR

NCR Corp.

$37.05

-0.26 (-0.70%)

TACO

Del Taco

$15.39

-0.01 (-0.06%)

ATHN

athenahealth

$116.41

-4.37 (-3.62%)

ISRG

Intuitive Surgical

$357.46

3.09 (0.87%)

ETFC

E-Trade

$43.69

-0.23 (-0.52%)

CELG

Celgene

$135.96

-1.21 (-0.88%)

PBMD

Prima BioMed

$2.36

-0.02 (-0.84%)

AAXN

Axon

$24.62

-0.37 (-1.48%)

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SKX Skechers
$24.03

-1.06 (-4.22%)

07/18/17
OTRG
07/18/17
UPGRADE
OTRG
Positive
Skechers upgraded to Positive from Mixed at OTR Global
06/05/17
SUSQ
06/05/17
UPGRADE
SUSQ
Positive
Skechers upgraded to Positive from Neutral at Susquehanna
06/05/17
SUSQ
06/05/17
UPGRADE
Target $32
SUSQ
Positive
Skechers upgraded to Positive on strong new product response at Susquehanna
As reported previously, Susquehanna analyst Sam Poser upgraded Skechers to Positive from Neutral. The analyst sees a positive inflection in the company's domestic wholesale business and believes the shares will rally into the low $30's. He said customer response to new product introductions has been strong. Poser raised his price target to $32 from $25 on Skechers shares.
07/14/17
SUSQ
07/14/17
NO CHANGE
Target $32
SUSQ
Positive
Skechers should be bought into Q2 earnings, says Susquehanna
Susquehanna analyst Sam Poser said Skechers shares should be bought heading into Q2 earnings. The analyst a positive reaction to its new products and data that indicate domestic sales trends are improving. He also said international revenue growth continues and DTC trends are improving. Poser reiterated his Positive rating and $32 price target on Skechers shares.
CAI CAI International
$31.38

-0.05 (-0.16%)

05/19/17
RHCO
05/19/17
NO CHANGE
RHCO
CAI International weakness creates buying opportunity, says SunTrust
SunTrust analyst Douglas Mewhirter says comments made by CAI's CFO during a roadshow indicate that the company's current "upturn..is sustainable." The analyst thinks that the recent decline in the stock has created a buying opportunity.
01/25/17
RHCO
01/25/17
NO CHANGE
RHCO
Container leasing price targets raised at SunTrust
SunTrust analyst Douglas Mewhirter raised his price targets on several container leasing companies ahead of their Q4 results. Given recent increases in new box prices and what he sees as more favorable supply/demand trends, the analyst decided to switch to a less conservative GAAP method of calculating book value from his previous runoff value method. Mewhirter increased his price target on Triton International (TTRTN) to $26 from $22, on Textainer (TGH) to $16 from $9.50, and on CAI International (CAI) to $18 from $10, The analyst expects the companies' Q4 results to be "volatile," but adds that their commentary should be "positive."
04/21/17
RHCO
04/21/17
NO CHANGE
RHCO
CAI International price target raised to $24 from $20 at SunTrust
SunTrust analyst Douglas Mewhirter raised his price target on CAI after the company reported results he calls "very strong." The analyst says that the improvement of the company's end market is accelerating, and he keeps a Buy rating on the shares.
07/27/17
RHCO
07/27/17
NO CHANGE
RHCO
CAI International reported 'strong' Q2 results, says SunTrust
SunTrust analyst Doug Mewrther says that CAI reported "strong" Q2 results, and he thinks that its market is continuing to improve. The analyst increased his EPS estimates for the company and raised his price target on the shares to $32 from $26. He keeps a Buy rating.
PYPL PayPal
$67.25

-0.01 (-0.01%)

10/17/17
CHLM
10/17/17
NO CHANGE
Target $83
CHLM
Buy
PayPal price target raised to $83 from $67 at Craig-Hallum
Craig-Hallum analyst Brad Berning raised his price target for PayPal to $83 from $67 ahead of Q3 results. The analyst believes investors have begun to price in "Pay With Venmo," PayPal's monetization strategy for Venmo, after management's commentary at the recent Deutsche Bank conference that Venmo is the "Crown Jewel" of PayPal. However, he caution investors "not to get to far ahead of themselves" on Venmo's contribution as PayPal is still testing it and there are still several unknowns on funding costs/merchant acceptance which could meaningfully swing its contribution to net revenue and earnings. He reiterates a Buy rating on the shares.
10/17/17
SPHN
10/17/17
NO CHANGE
Target $73
SPHN
Overweight
PayPal price target raised to $73 from $65 at Stephens
Stephens analyst Brett Huff noted that PayPal announced this morning that Venmo mobile payments are now accepted at greater than 2M merchants, adding that he expects pricing is similar to PayPal wallet. The analyst, who thinks this is a better-than-expected-start for the long-anticipated Venmo monetization, raised his price target on PayPal shares to $73 from $65 and keeps an Overweight rating on the stock.
10/18/17
SBSH
10/18/17
NO CHANGE
Target $77
SBSH
Buy
PayPal price target raised to $77 from $67 at Citi
Citi analyst Ashwin Shirvaikar raised his price target for PayPal (PYPL) shares to $77 saying the company is a pure-play on the growth of digital commerce. PayPal is the way to participate in non-Amazon (AMZN) e-commerce growth, and its execution has ensured share gains in a growing market, Shirvaikar tells investors in a research note titled "Buy PYPL - Power to the PYPL - It's About Network & Brand." The analyst keeps a Buy rating on the shares.
10/18/17
KEYB
10/18/17
NO CHANGE
Target $75
KEYB
Overweight
PayPal price target raised to $75 from $70 at KeyBanc
KeyBanc analyst Josh Beck raised his price target for PayPal to $75 from $70 ahead of quarterly results saying consumer choice "expands the pie" and noting that there could be an underappreciated international tailwind. The analyst reiterates an Overweight rating on the shares.
MXIM Maxim Integrated
$50.09

0.24 (0.48%)

07/21/17
DBAB
07/21/17
NO CHANGE
Target $50
DBAB
Buy
Maxim Integrated weakness a buying opportunity, says Deutsche Bank
Deutsche Bank analyst Ross Seymore views near-term weakness in shares of Maxim Integrated following the company's Q4 results as a buying opportunity. Weaker than expected sales in Q4 and guidance "will overwhelm" any positive takes on the company's "impressive" margins, Seymore tells investors in a research note. The analyst likes the stock's risk/reward and keeps a Buy rating on the name with a $50 price target.
08/31/17
LOOP
08/31/17
NO CHANGE
Target $53
LOOP
Buy
Loop recommends adding to Maxim Integrated positions ahead of update meeting
Loop Capital analyst Betsy Van Hees said her recent meeting with Maxim Integrated's investor relations team gave her the sense the company was likely being conservative with its previously issued Q1 outlook and she predicts it will narrow its outlook to the higher-end of the guidance ranges when it holds its business model update call next week. She believes Street estimates for Maxim are poised to likely go higher and recommends adding to positions ahead of the update meeting. Van Hees keeps a Buy rating and $53 price target on Maxim Integrated shares.
09/18/17
MSCO
09/18/17
NO CHANGE
MSCO
In Semis, Morgan Stanley recommends taking profits in Maxim, Cypress
Morgan Stanley analyst Craig Hettenbach noted he is getting more questions on the broader cyclical effects that lead time extensions are having on semiconductor demand. His recent checks and survey work point to steady order trends, but there are some "yellow flags" to watch when assessing cyclical risk, said the analyst, who would add to positions in Analog Devices (ADI), TE Connectivity (TEL) and Microchip (MCHP) and recommends taking profits in Maxim Integrated (MXIM) and Cypress Semiconductor (CY). He keeps Overweight ratings on the first three stocks and Underweight ratings on Maxim and Cypress.
10/19/17
JEFF
10/19/17
NO CHANGE
JEFF
Jefferies sees 'Analog Renaissance,' ups semiconductor price targets
Jefferies analyst Mark Lipacis says that while many investors are concerned about inventories and are taking profits, he expects more consolidation and even higher profitability for analog companies. Analog stocks should also benefit from secular themes and cyclical demand drivers, Lipacis tells investors in a research note titled "Analog Renaissance - Are the Old Semiconductor Investing Tools Broken?" His top "Analog Renaissance" plays are Texas Instruments (TXN), Analog Devices (ADI), Microchip (MCHP) and Maxim Integrated (MXIM). Lipacis raised his price target for Analog Devices to $105 from $100, for Maxim to $58 from $51, for Texas Instruments to $100 from $96, for ON Semiconductor (ON) to $20 from $16 and for Microchip to $106 from $94
IMDZ Immune Design
$5.50

-1.05 (-16.03%)

09/14/17
RBCM
09/14/17
INITIATION
Target $20
RBCM
Outperform
Immune Design initiated with an Outperform at RBC Capital
RBC Capital analyst Brian Abrahams started Immune Design with an Outperform rating and $20 price target.
10/17/17
WELS
10/17/17
DOWNGRADE
WELS
Market Perform
Immune Design downgraded to Market Perform from Outperform at Wells Fargo
10/17/17
RBCM
10/17/17
NO CHANGE
Target $23
RBCM
Outperform
Immune Design weakness a buying opportunity, says RBC Capital
RBC Capital said Outperform rated Immune Design's positive FDA feedback on Phase III Trial for CMB305 is a de-risking event. The firm's analyst said the timeline could be pushed back slightly, but improves ultimate POS, while maintaining optionality. RBC recommends buying shares on weakness and raised the price target on shares to $23 from $20 .
NCR NCR Corp.
$37.05

-0.26 (-0.70%)

09/19/17
JPMS
09/19/17
NO CHANGE
JPMS
Overweight
JPMorgan proclaims cash is not dead, calls NCR and Diebold attractive
Cash is not dead and ATM shipments are growing, JPMorgan analyst Paul Coster tells investors in a research note. After declining year-to-date 15% and 10%, respectively, the analyst believes Diebold (DBD) and NCR Corp. (NCR) are attractively valued. He has an Overweight rating on NCR and Neutral rating on Diebold.
08/08/17
JPMS
08/08/17
DOWNGRADE
Target $31
JPMS
Neutral
Diebold downgraded to Neutral from Overweight at JPMorgan
JPMorgan analyst Paul Coster downgraded Diebold (DBN) to Neutral citing a lack of near-term catalysts and valuation following the company's Q2 results. The analyst prefers Overweight-rated peer NCR Corp. (NCR) at current trading multiples. He has a $31 price target for Diebold shares.
07/10/17
JPMS
07/10/17
NO CHANGE
JPMS
JPMorgan says buy NCR and Diebold on recent pullback
JPMorgan analyst Paul Coster recommends buying both NCR Corp. (NCR) and Diebold (DBD) on the recent weakness caused by Diebold's negative preannouncement last week. After speaking to both managements, the analyst concludes that the companies are experiencing "largely uninterrupted" demand for ATMs, retail self-checkout terminals and for software-based omni-channel solutions. The analyst prefers NCR to Diebold and keeps Overweight ratings on both names.
08/14/17
BNCH
08/14/17
NO CHANGE
Target $55
BNCH
NCR pullback an 'excellent' buying opportunity, says Benchmark
After hosting investor meetings with management, Benchmark analyst Daniel Kurnos says the recent pullback in shares of NCR Corp. provides an "excellent" buying opportunity. The analyst thinks NCR can get back to mid-single digit growth as early as 2018. He sees the company's broad scale platform unification and rationalization yielding "significant benefits" over the next five years. The analyst has a Buy rating on the shares with a $55 price target.
TACO Del Taco
$15.39

-0.01 (-0.06%)

09/13/17
WEDB
09/13/17
NO CHANGE
Target $17
WEDB
Outperform
Disconnection between Del Taco fundamentals, valuation, says Wedbush
Wedbush analyst Nick Setyan believes there is a disconnect between Del Taco's category-leading fundamentals and its category-trailing valuation. The analyst thinks the company's current discount to peers is poised to narrow as management delivers at or above annual guidance, and as investor awareness of Del Taco's compelling fundamentals increases. He reiterates an Outperform rating and $17 price target on the shares.
10/04/17
MAXM
10/04/17
NO CHANGE
MAXM
Del Taco valuation remains 'compelling,' says Maxim
Maxim analyst Stephen Anderson says that Del Taco remains a "growth at a reasonable price story" even after its late summer rally, and he continues to believe that its valuation is "compelling." He raised his Q3 comp sales growth estimate for the company to 4.8% from 4.3% as he expects the company to continue to benefit from menu innovations, "increasing the number of guest occasions," and adding new restaurants. The analyst also expects the company's 2017 EPS to come in slightly above expectations. He keeps a $19 price target and a Buy rating on the shares.
06/22/17
06/22/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Jabil Circuit (JBL) initiated with an Outperform at Macquarie. 2. Magellan Midstream (MMP) initiated with a Hold at Jefferies. 3. AvalonBay (AVB) initiated with a Buy at Argus. 4. Aqua Metals (AQMS) initiated with a Buy at Rodman & Renshaw. 5. Del Taco (TACO) initiated with a Buy at Maxim. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
06/22/17
MAXM
06/22/17
INITIATION
Target $19
MAXM
Buy
Del Taco initiated with a Buy at Maxim
Maxim analyst Stephen Anderson started Del Taco with a Buy rating and $19 price target, calling accelerated new unit growth its most important top-line driver and saying he thinks labor costs will moderate slightly through 2018.
ATHN athenahealth
$116.41

-4.37 (-3.62%)

10/19/17
LEER
10/19/17
NO CHANGE
Target $155
LEER
Market Perform
Leerink cautious on athenahealth heading into earnings
Leerink analyst David Larsen is on athenahealth (ATHN) heading into earnings. Elliott Management's activism and the restructuring plan announced in August serve as positives for the company but recent conversations the analyst had at Cerner (CERN) annual investor conference suggest that athenahealth may be facing some attrition. Larsen reiterates a Market Perform rating and $155 price target on athenahealth shares.
10/17/17
PIPR
10/17/17
NO CHANGE
Target $167
PIPR
Overweight
athenahealth risk/reward favorable into Q3 results, says Piper Jaffray
Piper Jaffray analyst Sean Wieland sees a favorable risk/reward for athenahealth into the company's Q3 results on October 19. Expectations are low into the quarter, the stock's valuation is attractive, and the optionality related to the influence of activist investor Elliott are not priced in, Wieland tells investors in a pre-earnings research note. The analyst, however, lowered his Q3 estimate slightly to account for hurricane-related headwinds and dropped his price target for the shares to $167 from $171. Wieland keeps an Overweight rating on athenahealth.
10/13/17
JEFF
10/13/17
NO CHANGE
Target $110
JEFF
Hold
athenahealth likely to lose business from largest client, says Jefferies
Jefferies analyst Sean Dodge learned from two senior leaders at Ascension, athenahealth's (ATHN) largest client, that the faith-based healthcare organization has initiated a significant information technology standardization as part of its population health strategy. A formal decision is still several months away, but the displacement of athenaClinicals was characterized by a senior Ascension leader as "likely," Dodge tells investors in a research note titled "Ascension Standardizing on CERN; Possibly Displacing Some or All of ATHN." Ascension may also decide to replace athenaCollector, the analyst adds. The health system currently employs 7,000 ambulatory doctors, with 97% of those currently using athenaCollector and 70% using athenaClinicals, Dodge points out. He estimates the total relationship to be worth $40M-$50M annually to athenahealth, with the clinicals portion being $8M-$13M of that. The analyst cut his price target for athenahealth shares to $110 from $120 and keeps a Hold rating on the name. He believes the likely loss of Ascension on the clinicals side could mean an even bigger deceleration in athenahealth's revenue growth in 2018 than he's modeling. Dodge also raised his price target on Buy-rated Cerner to $79 from $74. The addition of the 77 Ascension hospitals elevates his confidence in the company's ability to sustain high-single/low-double digit revenue growth.
09/19/17
09/19/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Tesla (TSLA) initiated with an Underperform at Jefferies. 2. DowDuPont (DWDP) initiated with a Buy at Argus. 3. Intuit (INTU) initiated with an Outperform at William Blair. 4. CVS Health (CVS) initiated with an Outperform at RBC Capital. 5. athenahealth (ATHN) initiated with a Sector Perform at RBC Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
ISRG Intuitive Surgical
$357.46

3.09 (0.87%)

10/03/17
SBSH
10/03/17
NO CHANGE
SBSH
Citi's general surgery survey 'very positive' for Intuitive Surgical
Citi analyst Amit Hazan says his firm's general surgery survey is "very positive" for Intuitive Surgical (ISRG), and "much less so" for Medtronic (MDT) and Johnson & Johnson (JNJ). Robotic procedures are expected to be up about 30% this year and next, with ventral hernia leading, Hazan tells investors in a research note partially titled "It's a Good Time to be a Robot." He believes robotic is really starting to hurt laparoscopy and that Medtronic and J&J will likely be forced to talk about the headwind publicly.
10/16/17
WELS
10/16/17
NO CHANGE
Target $413
WELS
Outperform
Intuitive Surgical price target raised to $413 from $358 at Wells Fargo
Wells Fargo analyst Lawrence Biegelsen raised his price target for Intuitive Surgical to $413 from $358 to reflect the recent stock split. The analyst reiterates an Outperform rating on the shares.
10/16/17
SBSH
10/16/17
NO CHANGE
Target $359.33
SBSH
Buy
TransEnterix not 'in the same league' as Intuitive Surgical, says Citi
Citi analyst Amit Hazan believes Friday's FDA approval of TransEnterix's (TRXC) Senhance Surgical Robotic System should be viewed far less in the context of a competitive threat to Intuitive Surgical's (ISRG) da Vinci and more of another sign that the FDA has "eased its bar" for approval. The TransEnterix Senhance system is "at least currently not in the same league as da Vinci," Hazan tells investors in a research note titled "Intuitive's First US Competitor Arrives, Sort Of." He admits, however, that Intuitive is increasingly likely to see new competition, from Medtronic (MDT) first and then Johnson & Johnson's (JNJ) joint venture "much later," on time or earlier than expected. Hazan still expects Intuitive to dominate, however, and keeps a Buy rating on the shares. The stock sold off 3% in after-hours trading on Friday following TransEnterix's announcement.
10/10/17
WEDB
10/10/17
NO CHANGE
Target $395
WEDB
Outperform
Intuitive Surgical price target raised to $395 from $353 at Wedbush
Wedbush analyst Tao Levy raised his price target for Intuitive Surgical to $395 from $353 due to rolling forward of estimates, higher relative multiples, and healthy underlying company fundamentals. He reiterates an Outperform rating on the shares.
ETFC E-Trade
$43.69

-0.23 (-0.52%)

09/08/17
LEHM
09/08/17
INITIATION
Target $45
LEHM
Overweight
E-Trade initiated with an Overweight at Barclays
Barclays analyst Jeremy Campbell started E-Trade with an Overweight rating and $45 price target. The analyst initiated U.S. Brokers, Asset Managers & Exchanges with a Neutral industry view.
10/06/17
RAJA
10/06/17
NO CHANGE
RAJA
Raymond James says buy Ameritrade and E-Trade on short-term weakness
Renewed concerns regarding the ability of online brokers to capture payment for order flow are not justified, Raymond James analyst Patrick O'Shaughnessy tells investors in an intraday research note. The Treasury Department's recently released report includes language that suggests downside risks for the brokers, but the topic itself is nothing new, nor are the proposed remedies, O'Shaughnessy argues. He points out that online brokerage firms are generally on board with these reforms. Further, the analyst believes the Massachusetts investigation into retail broker order routing decisions isn't likely to go anywhere. O'Shaughnessy recommends taking advantage of any short-term weakness in TD Ameritrade (AMTD) and E-Trade (ETFC). He has Outperform ratings on Ameritrade and E-Trade and a Market Perform rating on Charles Schwab (SCHW).
10/09/17
BOFA
10/09/17
UPGRADE
BOFA
Buy
E-Trade upgraded to Buy from Neutral at BofA/Merrill
10/09/17
BOFA
10/09/17
UPGRADE
BOFA
Buy
E-Trade upgraded to Buy on balance sheet and core growth at BofA/Merrill
As previously reported, BofA/Merrill upgraded Virtus Investment to Buy from Neutral and increased its price target to $49 from $44. Analyst Michael Carrier sees additional upside from continued movement of deposits onto the balance sheet combined with core growth, margin upside, increased reinvestment rates, decreased leverage ratio, potentially lower lower tax rates, and reinstatement of buybacks.
CELG Celgene
$135.96

-1.21 (-0.88%)

10/17/17
BMOC
10/17/17
NO CHANGE
Target $167
BMOC
Outperform
Celgene price target raised to $167 from $160 at BMO Capital
BMO Capital M. Ian Somaiya raised his price target on Celgene to $167 from $160 based on positive data from the Phase 2 STEPTONE study of ozanimod in Crohn's Disease. Somaiya says investors undervalue the company's numerous key Phase 2 and Phase 3 read-outs on deck for FY17 and FY18 as it takes a multi-pronged approach to commercializing in ulcerative colitis and Crohn's,
10/17/17
BERN
10/17/17
INITIATION
Target $162
BERN
Outperform
Celgene initiated with an Outperform at Bernstein
Bernstein initiated Celgene with an Outperform and $162 price target.
10/17/17
10/17/17
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Groupon (GRPN) initiated with a Buy at Gabelli. 2. HP Enterprise (HPE) initiated with a Hold at Pivotal Research. 3. Celgene (CELG) initiated with an Outperform at Bernstein. 4. Aerohive (HIVE) initiated with a Buy at Craig-Hallum. 5. Sprouts Farmers Market (SFM) initiated with a Positive at Susquehanna. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/18/17
GSCO
10/18/17
NO CHANGE
GSCO
Goldman says to swap Celgene for AbbVie
Goldman analyst Jami Rubin thinks AbbVie's (ABBV) pipeline is significantly undervalued and expects it to grow to $25B in 2028 on a risk adjusted basis from $3B in 2017 driven by diverse assets, which essentially offsets losses from Humira. Rubi said Celgene (CELG) faces a cliff when generic competition comes into Revlimid and said the pipeline is not large enough to offset the erosion. The analyst recommends swapping out of Sell rated Celgene and into Buy rated AbbVie.
PBMD Prima BioMed
$2.36

-0.02 (-0.84%)

AAXN Axon
$24.62

-0.37 (-1.48%)

08/10/17
JPMS
08/10/17
NO CHANGE
Target $32
JPMS
Overweight
Axon selloff yesterday overdone, says JPMorgan
JPMorgan analyst Mark Strouse views yesterday's 9% post-earnings selloff in shares of Axon as overdone. The company has "strong visibility" into gross margin improvement during the second half of 2017, Strouse tells investors in a research note. He maintains an Overweight rating on Axon with a $32 price target.
04/06/17
IMPC
04/06/17
NO CHANGE
Target $25
IMPC
In-Line
Taser shift to 'Axon' brings SaaS promise, challenges, says Imperial Capital
Imperial Capital analyst Jeff Kessler said Taser's name change to Axon is a "bold move" that reflects the company's vision of becoming a Software-as-a-Service security company, which could yield higher and faster growing recurring revenue down the line. However, the company will also have to face SaaS realities, such as significant investment, new pricing models, revised sales and marketing plans and new partner models, said Kessler, who keeps an In-Line rating and $25 price target on the shares.
04/05/17
KING
04/05/17
NO CHANGE
Target $32
KING
Buy
Taser 'bold move' could have significant operating income impact, says CL King
CL King analyst George Godfrey called Taser's plan to provide a body camera for every police officer a "bold and potentially very lucrative move by the company," but also cautioned that its impact to operating income could be significant. Ten thousand officers would represent a $12M per year cost, assuming a body camera is $100 per month, per officer, though he ultimately believes the cost on a per-officer basis will be lower. The strategy may push fence-sitters into the market and "fertilizes the field" for Record Management Systems, which are the newly-renamed company's next big product and have the potential to be a "game-changer," Godfrey tells investors. He keeps a Buy rating and $32 price target on Taser shares, which will begin trading tomorrow under the company's new symbol of AAXN.

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CRM

Salesforce

$108.58

1.21 (1.13%)

16:11
11/21/17
11/21
16:11
11/21/17
16:11
Hot Stocks
Breaking Hot Stocks news story on Salesforce »

Salesforce reports…

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HPQ

HP Inc.

$22.45

0.33 (1.49%)

16:10
11/21/17
11/21
16:10
11/21/17
16:10
Hot Stocks
HP Inc. drops 6% in afterhours trading after earnings, guidance »

HP Inc. shares are down…

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  • 21

    Nov

CRM

Salesforce

$108.55

1.18 (1.10%)

16:10
11/21/17
11/21
16:10
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16:10
Hot Stocks
Salesforce reports deferred revenue $4.39B, up 26% y/y »

Up 24% in constant…

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    Nov

HPE

HP Enterprise

$14.15

0.055 (0.39%)

16:09
11/21/17
11/21
16:09
11/21/17
16:09
Earnings
Breaking Earnings news story on HP Enterprise »

HP Enterprise backs FY18…

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    Dec

GME

GameStop

$16.64

0.2 (1.22%)

16:09
11/21/17
11/21
16:09
11/21/17
16:09
Earnings
GameStop sees FY17 EPS $3.10-$3.40, consensus $3.31 »

Sees FY17 comparable…

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  • 21

    Nov

CRM

Salesforce

$108.45

1.0775 (1.00%)

16:09
11/21/17
11/21
16:09
11/21/17
16:09
Earnings
Salesforce sees FY19 revenue $12.45B-$12.5B »

An increase of 19%-20%…

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    Nov

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    Nov

QADB

QAD Inc

$31.74

1.74 (5.80%)

16:08
11/21/17
11/21
16:08
11/21/17
16:08
Earnings
QAD sees FY18 revenue $300M-$302M, consensus $294.59M »

FY18 revenue view…

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HPQ

HP Inc.

$22.46

0.335 (1.51%)

16:08
11/21/17
11/21
16:08
11/21/17
16:08
Hot Stocks
HP Inc. says results demonstrate HP 'strong and getting stronger' »

"Our results…

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  • 21

    Nov

CRM

Salesforce

$108.60

1.24 (1.16%)

16:08
11/21/17
11/21
16:08
11/21/17
16:08
Earnings
Salesforce raises FY18 adjusted EPS view to $1.32-$1.33 from $1.29-$1.31 »

FY18 consensus $1.32.…

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  • 21

    Nov

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    Nov

HPE

HP Enterprise

$14.16

0.065 (0.46%)

16:08
11/21/17
11/21
16:08
11/21/17
16:08
Hot Stocks
HP Enterprise announces Antonio Neri to replace Meg Whitman as CEO »

Hewlett Packard…

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  • 21

    Nov

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    Nov

  • 11

    Dec

QADB

QAD Inc

$31.74

1.74 (5.80%)

16:07
11/21/17
11/21
16:07
11/21/17
16:07
Earnings
QAD reports Q3 GAAP EPS (1c), consensus 7c »

Reports Q3 revenue…

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HPQ

HP Inc.

$22.45

0.33 (1.49%)

16:07
11/21/17
11/21
16:07
11/21/17
16:07
Earnings
HP Inc. raises FY18 EPS view to $1.75-$1.85, consensus $1.79 »

For FY18, HP raises…

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  • 21

    Nov

HPE

HP Enterprise

$14.16

0.065 (0.46%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Earnings
Breaking Earnings news story on HP Enterprise »

HP Enterprise sees Q1 EPS…

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  • 21

    Nov

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    Nov

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    Dec

GME

GameStop

$16.52

0.075 (0.46%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Earnings
GameStop reports Q3 EPS 54c, consensus 43c »

Reports Q3 revenue…

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  • 21

    Nov

CRM

Salesforce

$108.69

1.315 (1.22%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Earnings
Salesforce sees Q4 adjusted EPS 32c-33c, consensus 34c »

Sees Q4 revenue…

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  • 21

    Nov

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    Nov

HPQ

HP Inc.

$22.45

0.33 (1.49%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Earnings
Breaking Earnings news story on HP Inc. »

HP Inc. sees Q1 EPS…

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  • 21

    Nov

ILMN

Illumina

$212.05

1.38 (0.66%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Hot Stocks
Illumina wins infringement suit against Premaith Health, Ariosa Diagnostics »

Illumina announced that…

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  • 30

    Nov

HPE

HP Enterprise

$14.16

0.065 (0.46%)

16:06
11/21/17
11/21
16:06
11/21/17
16:06
Earnings
HP Enterprise reports Q4 EPS 31c, consensus 28c »

Reports Q4 revenue $7.8B,…

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  • 21

    Nov

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    Nov

  • 11

    Dec

HPQ

HP Inc.

$22.46

0.335 (1.51%)

16:05
11/21/17
11/21
16:05
11/21/17
16:05
Earnings
HP Inc. reports Q4 EPS 44c, consensus 44c »

Reports Q4 revenue…

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  • 21

    Nov

CRM

Salesforce

$108.76

1.39 (1.29%)

16:05
11/21/17
11/21
16:05
11/21/17
16:05
Earnings
Salesforce reports Q3 adjusted EPS 39c, consensus 37c »

Reports Q3 revenue…

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  • 21

    Nov

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    Nov

HIFS

Hingham Institution

$201.40

3.33 (1.68%)

16:04
11/21/17
11/21
16:04
11/21/17
16:04
Hot Stocks
Hingham Institution declares special dividend of 34c per share »

Hingham Institution…

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GLPG

Galapagos NV

$92.98

-0.41 (-0.44%)

16:03
11/21/17
11/21
16:03
11/21/17
16:03
Hot Stocks
Galapagos NV initiates phase 1 CF study of GLPG3221 »

Galapagos NV announces…

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AMZN

Amazon.com

$1,126.31

-3.57 (-0.32%)

15:57
11/21/17
11/21
15:57
11/21/17
15:57
Hot Stocks
Amazon cuts prices for AWS IoT customers by 20%-40% »

Amazon said this…

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  • 18

    Mar

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