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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
10/21/17
09:24

Week in review: How Trump's policies moved stocks

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Trump and his administration with this weekly recap compiled by The Fly: 1. COST SHARING SUBSIDIES: On Monday, Leerink analyst Ana Gupte told investors that she sees the Healthcare Facilities and Centene (CNC) most structurally impacted to the downside in 2019 and beyond at 15% of earnings, if there is no legislative or other budgetary compromise to restore the Cost Sharing Subsidies after President Trump's executive action to stop funding them. The analyst also noted that Healthcare Facilities also face a structural headwind in 2019 and beyond with Exchanges contributing 1%-5% of EBITDA. In the near-term in 2017, Gupte says Molina Healthcare (MOH) faces transient balance sheet pressure with the fourth quarter unfunding placing pressure of $135M and wiping excess parent cash possibly necessitating an equity raise, while other HIX plans Anthem (ANTM), Centene and Cigna (CI) can offset with their excess capitalization at the subsidiaries and at the parent. 2. HEALTHCARE DEAL: Republican Senator Lamar Alexander said on Tuesday that he and Democratic Senator Patty Murray have reached a bipartisan deal to extend key Obamacare payments to insurers for two years, according to The Hill. President Trump had announced last week he was cutting off the payments, the report noted. The day after, President Donald Trump tweeted: "I am supportive of Lamar as a person & also of the process, but I can never support bailing out ins co's who have made a fortune w/ O'Care." His tweet is an apparent reference to reports regarding the bipartisan deal to extend key Affordable Care Act payments to insurers for two years. Publicly traded healthcare insurance companies include Aetna (AET), Anthem, Centene, Cigna, Health Net (HNT), Humana (HUM), Molina Healthcare, UnitedHealth (UNH) and WellCare (WCG). Publicly traded hospital operators include Community Health (CYH), HCA Healthcare (HCA), LifePoint (LPNT), Tenet (THC) and Universal Health (UHS). 3. TAX REFORM: Late Thursday night and by a vote of 51-49, Senate Republicans passed a fiscal 2018 budget, with every single Democrat voting against it. The budget is not a legally binding document, but serves as an outline of federal spending and revenues, according to ABC News. The measure should add an estimated $1.5T to the deficit over the next 10 years, contains about $5.1T in spending cuts, and is now headed to the House for approval. Further, the budget framework sets up rules that allow for a reconciliation process, under which the bill only needs a simple majority of 51 votes to clear the Senate chamber, and with Democrats not allowed to filibuster on the floor. 4. IMMIGRATION: According to a report by Reuters on Friday, about two dozen major companies are planning to launch The Coalition for the American Dream to urge Congress to pass bipartisan legislation to enable young, illegal immigrants to continue working in the U.S. The move, by companies including Alphabet's Google (GOOG, GOOGL), Microsoft (MSFT), Facebook (FB), Intel (INTC), Uber, IBM (IBM), Marriott International (MAR) and Univision, follows President Trump's decision to let the Deferred Action Childhood Arrivals program expire in March.

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%)

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CNC Centene
$96.50

1.8 (1.90%)

10/16/17
PIPR
10/16/17
NO CHANGE
PIPR
Piper a buyer of Centene, Molina after Friday's selloff
Piper Jaffray analyst Sarah James believes Friday's selloff in shares of Centene (CNC) and Molina Healthcare (MOH) caused by President Trump's executive actions is overdone. Both companies are well positioned to handle the Affordable Care Act changes given their focus on lower income/higher subsidy exchange members, James tells investors in a research note. She sees Centene and Molina as less vulnerable to adverse selection risk and is a buyer of both names.
10/13/17
10/13/17
NO CHANGE
Target $103

Overweight
Morgan Stanley sees Centene pullback on Trump ACA order as buying opportunity
As previously reported, Morgan Stanley analyst Zack Sopcak said he views today's weakness in Centene shares following President Trump's executive order to cut off ACA subsidy payments as a buying opportunity, highlighting three reasons that the move lower is particularly "exaggerated." First, New York AG Eric Schneiderman has said his state and a coalition of other, including California, plan to sue if subsidies were cut off, so the legal fight may delay the impact. Second, Centene has previously said it submitted two bids in most markets; one assuming Cost Sharing Reduction, or CSR, payments, one without. Third, following its pending Fidelis acquisition, he estimates total Centene exposure to exchanges to be about 8%, with roughly 60% of those receiving CSRs. Sopcak reiterate his Overweight rating and $103 price target on Centene, which is down 6% to $88 per share near midday.
10/17/17
BMOC
10/17/17
INITIATION
Target $120
BMOC
Outperform
Centene initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated Centene with an Outperform rating and a price target of $120. Borsch cites attractive sector-relative valuation as well as multi-year growth expectations with revenue opportunity above $500B as high-acuity Medicaid populations are brought into managed care.
10/16/17
LEER
10/16/17
NO CHANGE
LEER
Facilities, Centene most structurally impacted to downside in 2019, says Leerink
Leerink analyst Ana Gupte sees the Facilities and Centene (CNC) most structurally impacted to the downside in 2019 and beyond at 15% of earnings, if there is no legislative or other budgetary compromise to restore the Cost Sharing Subsidies after President Trump's executive action to stop funding them. The analyst also notes that Healthcare Facilities also face a structural headwind in 2019 and beyond with Exchanges contributing 1%-5% of EBITDA. In the near-term in 2017, Gupte says Molina Healthcare (MOH) faces transient balance sheet pressure with the Q4 unfunding placing pressure of $135M and wiping excess parent cash possibly necessitating an equity raise, while other HIX plans Anthem (ANTM), Centene and Cigna (CI) can offset with their excess capitalization at the subsidiaries and at the parent.
MOH Molina Healthcare
$64.40

0.76 (1.19%)

10/13/17
LEER
10/13/17
NO CHANGE
LEER
Ending of ACA subsidies most negative for Centene, says Leerink
Leerink analyst Ana Gupte says the shutting off of the cost sharing subsidies on Affordable Care Act exchanges is most negative for Centene (CNC). The company is "highly profitable" on the exchanges at 15% of earnings, Gupte tells investors in a research note. Molina Healthcare (MOH) and Anthem (ANTM) are exposed on the top line but are losing money, the analyst adds. She notes that UnitedHealth (UNH), Humana (HUM) and Aetna (AET) have exited the exchanges while WellCare (WCG) has not been on them. Centene in premarket trading is down 6% to $88.00 while Molina is down 3% to $61.50.
10/16/17
BMOC
10/16/17
INITIATION
Target $70
BMOC
Market Perform
Molina Healthcare initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated LifePoint with an Market Perform and $70 price target due to lack of visibility and until there is more clarity on the scope of the profitability impairment.
CI Cigna
$191.42

3.2 (1.70%)

10/06/17
LEER
10/06/17
NO CHANGE
LEER
Leerink convinced Amazon entering drug distribution within two years
After calls with pharmacy benefit managers and retail pharmacy specialists, Leerink analyst Ana Gupte says she's convinced that Amazon.com (AMZN) "will almost certainly" enter the drug distribution value chain within two years, evolving into a more disruptive offering over time. Amazon's move is most threatening for retail pharmacies Walgreens Boots Alliance (WAB), CVS Health (CVS) and Wal-Mart (WMT), Gupte tells investors in a research note. The analyst calls Amazon both an opportunity and threat for Express Scripts (ESRX) and views UnitedHealth (UNH) and Humana (HUM) as "largely buffered." Gupte's conversations with specialists indicate Amazon is hiring relevant talent and is in active discussions with mid-market pharmacy benefit managers and possibly even with large players such as Prime Therapeutics. It is believed Amazon will start by capturing share in both the cash paying and third party mail order and possibly specialty pharmacy segments, Gupte notes. She expects Anthem (ANTM), Aetna (AET) and Cigna (CI) will likely to contemplate Amazon's entry in their upcoming PBM contract decisions.
10/16/17
BMOC
10/16/17
INITIATION
Target $210
BMOC
Market Perform
Cigna initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated Cigna with an Market Perform and $210 price target due to its slower-growth commercial mix.Target $210.
10/09/17
JPMS
10/09/17
DOWNGRADE
Target $253
JPMS
Neutral
Humana downgraded to Neutral from Overweight at JPMorgan
JPMorgan analyst Gary Taylor downgraded Humana (HUM) to Neutral saying insider sales and the August board appointment render it unlikely that acquisition discussions are yet occurring. Further, the Republican's failed attempts to repeal and replace the Affordable Care Act have diminished the probability of the health industry fee repeal, which would have boosted Humana's earnings power by 20%, Taylor tells investors in a research note. The analyst still believes, however, a bid for Humana by Cigna (CI) is plausible in 2018. He keeps a $253 price target on the shares. Humana closed Friday up $1.59 to $246.90.
ANTM Anthem
$194.69

1.49 (0.77%)

10/16/17
BMOC
10/16/17
INITIATION
Target $210
BMOC
Market Perform
Anthem initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated Anthem with an Market Perform and $210 price target.
10/18/17
LEER
10/18/17
NO CHANGE
LEER
Anthem PBM announcement a positive for CVS, says Leerink
Leerink analyst David Larsen notes that Anthem (ANTM) has announced that the company will create its own PBM named IngenioRx and will begin offering full PBM capabilities for its members in 2020. The announcement effectively terminates the company's relationship with Express Scripts (ESRX), which expires in 2020, he adds, noting that it is a positive for CVS (CVS). Larsen points out that Anthem has signed a five-year deal with CVS, which begins on January 1st of 2020 and utilizes "CVS' expertise in point-of-sale engagement" and relies on CVS for prescription fulfillment and claims processing services.
AET Aetna
$160.84

3.2 (2.03%)

10/16/17
BMOC
10/16/17
INITIATION
Target $175
BMOC
Market Perform
Aetna initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated Aetna with an Market Perform and $175 price target due to a slower growth profile given a commercial-heavy business mix.
10/12/17
MSCO
10/12/17
NO CHANGE
Target $68
MSCO
Overweight
Morgan Stanley says Molina CEO pick brings valuable experience
Joseph Zubretsky brings valuable MCO experience to his post as the new CEO of Molina Healthcare (MOH), said Morgan Stanley analyst Zack Sopcak, who added that he would be a buyer on weakness in the shares given that he expects earnings power to be unlocked over the next 12-18 months. During Zubretsky's tenure as CEO of Hanover Insurance (THG), the company's stock rose nearly 20%, while Aetna (AET) shares were up about 4% during his 6 years as CFO there, noted Sopcak, who keeps an Overweight rating on Molina.
HNT Health Net

10/02/17
BERN
10/02/17
NO CHANGE
BERN
Bernstein does not anticipate ACA fix/repeal before 2018 election
While noting the resignation of Health Secretary Tom Price, Bernstein analyst Lance Wilkes says he does not anticipate an Affordable Care act fix or ACA repeal before the 2018 election. The analyst expects tax reform will "suck the oxygen out of the room" until close to the election. A fix for 2019 is possible, but faces the headwind of the 2018 election campaign, he contends, adding that he believes CSR funding could be included in a trade for the upcoming budget and the Health Insurance Fee could be suspended as part of tax reform, but both are not highly likely at this point. Publicly traded companies in the space include Aetna (AET), Anthem (ANTM), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
11/09/16
BERN
11/09/16
NO CHANGE
BERN
Health insurers to see multiple catalysts from Trump presidency, says Bernstein
Bernstein analyst Lance Wilkes says that "repealing and replacing Obamacare will be Trump's primary focus." The analyst expects health insurers to benefit from from the repeal of ACA taxes and the elimination of requirements to spend a certain percentage of revenue on medical costs. Wilkes expects Anthem (ANTM) and Blue Cross/Blue Shield providers to benefit from the elimination of public exchanges and broad coverage requirements. Other health insurers include Aetna (AET), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
06/23/17
JEFF
06/23/17
NO CHANGE
JEFF
Jefferies says healthcare rally 'appropriate' after 'toothless' AHCA rewrite
Jefferies analyst David Windley said the rally yesterday in healthcare stocks was appropriate given the "anemic" rewrite of the AHCA healthcare bill by Senate Republicans. The key changes are removal of "pay-for" taxes, a somewhat longer runway for Exchange cost-sharing reduction subsidies, and delayed Medicaid transition to per capita caps, he tells investors. Windley called Cigna (CI) "probably the safest MCO in this noise", adding that Humana (HUM) would benefit most from the proposed removal of the health insurer fee. Other publicly traded healthcare insurers include Aetna (AET), Anthem (ANTM), Centene (CNC), Health Net (HNT), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
HUM Humana
$245.81

3.12 (1.29%)

10/16/17
BMOC
10/16/17
INITIATION
Target $300
BMOC
Outperform
Humana initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated Humana with an Outperform and $300 price target saying it is the only "pure play" Medicare name in the sector, which is the most attractive growth area in a growth oriented industry.
10/09/17
10/09/17
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. Humana (HUM) downgraded to Neutral from Overweight at JPMorgan with analyst Gary Taylor saying insider sales and the August board appointment render it unlikely that acquisition discussions are yet occurring. 2. Viacom (VIAB) downgraded to Sell from Neutral at Citi with analyst Jason Bazinet saying as media and cable companies jockey "for self-preservation," Charter Communications (CHTR) will likely drop, or significantly curtail, distribution of Viacom's content. 3. PTC Therapeutics (PTCT) downgraded to Underweight from Neutral at JPMorgan with analyst Anupam Rama saying the company's valuation remains at near pre-FDA Advisory Committee meetings levels, despite multiple "mixed / inconclusive / negative" updates recently. 4. Medtronic (MDT) downgraded to Market Perform from Outperform at Wells Fargo with analyst Larry Biegelsen saying a "lull" in major product cycles will drive below average organic sales growth over at least the next few quarters. 5. Symantec (SYMC) was downgraded to Underperform from Market Perform at Cowen and to Hold from Buy at Standpoint Research. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
UNH UnitedHealth
$207.49

4.24 (2.09%)

10/19/17
BERN
10/19/17
NO CHANGE
Target $219
BERN
Outperform
UnitedHealth price target raised to $219 from $210 at Bernstein
Bernstein analyst Lance Wilkes raised his price target for UnitedHealth to $219 from $210 following a "solid quarter" with EPS beat and raise. The analyst reiterates an Outperform rating on the shares.
10/18/17
OPCO
10/18/17
NO CHANGE
Target $215
OPCO
Outperform
UnitedHealth price target raised to $215 from $205 at Oppenheimer
Oppenheimer analyst Michael Wiederhorn raised his price target for UnitedHealth to $215 from $205 following quarterly results and "robust outlook." The analyst reiterates an Outperform rating on the shares.
10/18/17
MSCO
10/18/17
NO CHANGE
Target $235
MSCO
Overweight
Morgan Stanley says executive order could be upside opportunity for UnitedHealth
Morgan Stanley analyst Zack Sopcak noted that UnitedHealth said it expects 2018 EPS growth to be within its long-term range of 13%-16%. However, he believes the company tends to be conservative with its initial guidance, which may be even more true now given its new CEO. Also, management noted on the earnings call that the company has previously successfully sold both short-term plans and association health plans, and Sopcak said the recent Trump executive order regarding CSR subsidies could provide an upside opportunity for UnitedHealth. The analyst keeps an Overweight rating on UnitedHealth shares and raised his price target on the stock to $235 from $215.
10/18/17
ADAM
10/18/17
NO CHANGE
Target $42
ADAM
Buy
Teledoc well positioned with telehealth still in early innings, says Canaccord
Canaccord analyst Richard Close believes telehealth remains in the early innings and he said he remains an aggressive buyer of Teledoc (TDOC) as its market position continues to strengthen. He is bullish on the company's growth prospects and competitive market position and said the selling season is shaping up well with UnitedHealth (UNH) providing the greatest near-term opportunity. Close reiterated his Buy rating and $42 price target on Teledoc shares.
WCG WellCare
$180.52

3.28 (1.85%)

10/16/17
BMOC
10/16/17
INITIATION
Target $215
BMOC
Outperform
WellCare initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated WellCare with an Outperform and $215 price target due to its product, market position at the intersection of Medicaid and Medicare, the significant room we see for margin expansion, and relatively "modest" size.
10/09/17
COWN
10/09/17
INITIATION
Target $200
COWN
Outperform
WellCare initiated with an Outperform at Cowen
Cowen analyst Christine Arnold started WellCare Health Plans with an Outperform rating and $200 price target. The turnaround of the company's Medicare business has been "remarkably quick and successful," Arnold tells investors in a research note. The analyst believes organic enrollment growth and capital deployment will drive earnings growth.
CYH Community Health
$6.44

0.24 (3.87%)

08/28/17
JEFF
08/28/17
NO CHANGE
JEFF
Buy
HCA has 11% of its beds in Harvey impacted areas, says Jefferies
Jefferies analyst Brian Tanquilut points out that HCA Holdings (HCA) has 11% of its beds in areas impacted by severe weather from Hurricane Harvey. The analyst expects the hurricane to cause a "notable disruption," specifically for hospitals, physician offices, surgery centers, and labs. Investors are likely to take a long-term view of Hurricane Harvey, however, as it is a one-time issue and thus excluded from operating and financial results, Tanquilut tells investors in a research note. He sees both Tenet (THC) and Community Health (CYH) being minimally impacted from the storm. Envision Healthcare's (EVHC) AmSurg segment has three ambulatory surgery centers in the impacted markets, while Surgery Partners (SGRY) has only one facility in Houston, the analyst adds.
08/18/17
DBAB
08/18/17
NO CHANGE
Target $8
DBAB
Hold
Community Health covenant breach a low likelihood, says Deutsche Bank
After analyzing his financial estimates and the company's financial position, Deutsche Bank analyst Chris Rigg believes the likelihood of Community Health Systems breaching its secured debt leverage covenant is low through 2019. The analyst says his analysis follows "market speculation over a near term credit event" at the company. He reduced his 2018 EBITDA estimate by 4% to $1.764B, which he notes is now well below consensus of $1.837B. Rigg keeps a Hold rating on Community Health with an $8 price target.
08/16/17
PIPR
08/16/17
NO CHANGE
PIPR
Piper 'incrementally more bearish' on Hospital sector
Valuations in the Hospital sector have come in, but not enough, Piper Jaffray analyst Sarah James tells investors in a research note. She believes that contradictory to what the hospitals are suggesting, structural headwinds will continue for five-plus years. The analyst believes the group should be trading at a discount. James has an Underweight rating on Community Health Systems (CYH), Overweight ratings on HCA Holdings (HCA) and Universal Health (UHS), and Neutral ratings on LifePoint (LPNT) and Tenet (THC).
09/06/17
CANT
09/06/17
NO CHANGE
CANT
Overweight
Irma threat a risk for HCA, public hospital peers, says Cantor
Cantor Fitzgerald analyst Joseph France noted that HCA Holdings (HCA), Community Health (CYH), LifePoint (LPNT), Tenet (THC) and Envision Healthcare (EVHC) all have business in Florida and Texas and are all down today on the potential threat from Hurricane Irma and the impact from Hurricane Harvey last week. HCA reports nearly half of its beds are in Florida and Texas while Envision has said in the past that more than half of its anesthesia business and about half of its legacy ER business is in those two states, noted France, who adds that Community Health, LifePoint and Tenet are less exposed to those states. The analyst keeps an Overweight rating on HCA shares.
HCA HCA Healthcare
$81.05

1.26 (1.58%)

10/18/17
10/18/17
DOWNGRADE

Market Perform
Follow-up: HCA Healthcare downgraded to Market Perform at Raymond James
Raymond James analyst John Ransom downgraded HCA Healthcare to Market Perform from Strong Buy and trimmed estimates. The analyst said shares have appreciated by approximately 10% from recent lows and look fairly valued and thinks the latest compromise ACA deal has already stalled in Congress, given the news today.
10/19/17
RBCM
10/19/17
NO CHANGE
Target $90
RBCM
Outperform
HCA Healthcare price target lowered to $90 from $96 at RBC Capital
RBC Capital analyst Frank Morgan lowered his price target on HCA Healthcare to $90 after the company's soft Q3 guidance. The analyst notes that the outlook reflects slowing utilization trends from the first half, exacerbated by the impact from hurricanes and the reduction of Texas DSH payments. Morgan maintains an Outperform rating on HCA, saying the company remains the premier operator in the Acute space with strong balance sheet and cash flows.
10/19/17
OPCO
10/19/17
NO CHANGE
Target $90
OPCO
Outperform
HCA Healthcare price target lowered to $90 from $95 at Oppenheimer
Oppenheimer analyst Michael Wiederhorn lowered his price target for HCA Healthcare to $90 from $95 after the company previewed Q3 results, which missed Street estimates due almost entirely to certain expected items, including the hurricanes and Texas waiver revenues. The analyst reiterates an Outperform rating on the shares.
10/19/17
KEYB
10/19/17
NO CHANGE
Target $90
KEYB
Overweight
HCA Healthcare price target lowered to $90 from $95 at KeyBanc
KeyBanc analyst Jason Gurda lowered his price target for HCA Healthcare to $90 from $95 following slightly weaker than expected Q3 results and 2017 guidance, even after adjusting for the hurricanes. The analyst reiterates an Overweight rating on the shares.
LPNT LifePoint
$58.35

0.5 (0.86%)

06/23/17
LEER
06/23/17
NO CHANGE
LEER
Outperform
Draft version of Senate healthcare bill better than expected, says Leerink
Leerink analyst Ana Gupte said she views the draft version of the Senate healthcare bill as better than expected, stating that stabilization of the Exchanges and risk stabilization is a direct positive for health insurers and indirect positive for facility operators. The Senate bill maintains the House bill's plan to repeal all "ObamaCare" industry fees and taxes, which is a positive for Managed Care and Medical Technology players, Gupte adds. She keeps Outperform ratings on Anthem (ANTM), UnitedHealth (UNH), Cigna (CI), Humana (HUM), WellCare (WCG), Molina Healthcare (MOH) and acute care hospital operators HCA Holdings (HCA), Tenet (THC) and LifePoint (LPNT).
10/16/17
BMOC
10/16/17
INITIATION
Target $59
BMOC
Market Perform
LifePoint initiated with a Market Perform at BMO Capital
BMO Capital analyst Matt Borsch initiated LifePoint with an Market Perform and $59 price target saying recently acquired facilities will continue to be a partial drag on near-term earnings.
THC Tenet
$14.66

1.31 (9.81%)

09/14/17
DBAB
09/14/17
NO CHANGE
Target $24
DBAB
Buy
Deutsche sees wide range of potential takeout values for Tenet
Deutsche Bank analyst Chris Rigg believes Tenet Healthcare's (THC) leverage makes for an "extremely wide" range of potential buyout prices. After the Wall Street Journal reported that the company is exploring strategic options including a possible sale, Rigg pegs $21-$41 per share as the potential buyout range. Also difficult is determining who would actually be interested and capable of buying Tenet, Rigg tells investors in a research note. HCA Holdings (HCA) has the financial wherewithal to do a deal, but the companies have significant overlap which could bring antitrust issues, the analyst contends. He sees private equity or an existing private equity-backed hospital chain as making more sense. Rigg has a Buy rating on Tenet with a $24 price target.
09/14/17
RHCO
09/14/17
NO CHANGE
RHCO
'Potential public suitors' for Tenet 'limited,' says SunTrust
SunTrust analyst David MacDonald says that "potential public suitors" for Tenet are "limited," while its free cash flow "remains sluggish." However, the analyst says that the company's assets are "intriguing," as its non-hospital assets are being undervalued by the market. He keeps a $16 price target and a Hold rating on the shares.
09/14/17
KEYB
09/14/17
NO CHANGE
KEYB
Tenet unlikely to find buyer for whole company, says KeyBanc
KeyBanc analyst Jason Gurda notes that Bloomberg is reporting that Tenet has hired advisers to explore strategic alternatives, including a potential sale. The analyst believes it is unlikely it will find a buyer for the whole company due to its high level of debt and the likely lack of interest from potential strategic buyers. However, Gurda does believe that Tenet could expand its effort to divest individual hospitals and/or its Conifer subsidiary at multiples that would be accretive to where the shares are currently trading and would accelerate de-leveraging. But it is not clear at the moment how far management is willing to go in breaking up the business, he adds.
09/14/17
RBCM
09/14/17
NO CHANGE
RBCM
Tenet unlikely to be acquired, says RBC Capital
After The Wall Street Journal reported that Tenet (THC) hired advisors to purse strategic options, RBC Capital analyst Frank Morgan says that all of Tenet probably won't be acquired, given its "significant" debt levels. He says that the company's ambulatory unit is the most likely part of the company to be sold or spun off. The analyst says that HCA (HCA) could be "interested" in some of Tenet's markets, but he does not believe that it wants to buy all of Tenet's hospitals. The analyst does not expect any deals made by Tenet to cause its share price to increase unless it manages to sell its hospitals for rates above their current market value. Morgan keeps a Sector Perform rating on the stock.
UHS Universal Health
$112.85

2.31 (2.09%)

10/16/17
BMOC
10/16/17
INITIATION
Target $125
BMOC
Outperform
Universal Health initiated with an Outperform at BMO Capital
BMO Capital analyst Matt Borsch initiated Universal Health Services with an Outperform and $125 price target. The analyst said its exposure to the behavioral health industry bodes well as the current industry dynamics are more favorable than the acute care industry and he expects incremental margin expansion as recent wage pressure in certain behavioral markets begins to alleviate in the near term.
06/06/17
MSCO
06/06/17
INITIATION
Target $124
MSCO
Equal Weight
Universal Health initiated with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Zack Sopcak initiated Universal Health with an Equal Weight rating and $124 price target, citing volume and price pressures on the hospital industry expected over the next several years.
10/11/17
SPHN
10/11/17
INITIATION
Target $120
SPHN
Equal Weight
Universal Health initiated with an Equal Weight at Stephens
Stephens analyst Dana Hambly started Universal Health with an Equal Weight rating and $120 price target, noting that the company is the leader in the behavioral health industry, but that behavioral health volume growth has been below expectations and acute-care volume growth has slowed. Hambly said he would become more constructive on the stock should behavioral organic growth pick up.
GOOG Alphabet
$988.20

3.75 (0.38%)

10/18/17
LBOW
10/18/17
UPGRADE
Target $13
LBOW
Buy
GoPro upgraded to Buy on 'misguided' return to early 2017 valuation at Longbow
As previously reported, Longbow analyst Joe Wittine upgraded GoPro (GPRO) to Buy from Neutral, noting that the stock's valuation has returned to early 2017 levels, which he views as "misguided" given the execution improvement made since that time. Google (GOOG) Clips, which he attributes to having driven some of the recent selloff, is "not a competitive problem," Wittine tells investors. Additionally, his early channel checks show "good enough" initial market momentum for the HERO6, the analyst noted. Wittine has a $13 price target on GoPro shares.
10/18/17
JPMS
10/18/17
NO CHANGE
Target $315
JPMS
Overweight
Broadcom co-designed Intel's AI processor chip, says JPMorgan
JPMorgan analyst Harlan Sur believes Broadcom (AVGO) co-designed the processor chip in Intel's (INTC) new artificial intelligence neural network processor. Intel adds to Broadcom's "growing" custom chip design wins in artificial intelligence, which already include Google's (GOOGL, GOOG) first and second generation Tensor Processing Units and Fujitsu's deep learning unit artificial intelligence processor chip, Sur tells investors in a research note. Broadcom remains the analyst's top pick in semiconductors. He reiterates an Overweight rating on the shares with a $315 price target.
10/19/17
PIPR
10/19/17
NO CHANGE
Target $1150
PIPR
Overweight
Alphabet price target raised to $1,150 from $1,050 at Piper Jaffray
Piper Jaffray analyst Sam Kemp raised his price target for Alphabet (GOOG) to $1,150 saying the shares remain his favorite large cap stock into year-end relative to Facebook (FB), Amazon.com (AMZN) and Snap (SNAP). The analyst's analysis of browser traffic share suggests Alphabet's traffic acquisition costs may be positioned to show smaller increases in Q3 than it has year-to-date as paid browsers' traffic share gains have slowed. Solid topline results and TAC relief would be a "significant positive" in the Alphabet narrative, Kemp tells investors in a pre-earnings research note. He reiterates an Overweight rating on the shares.
10/19/17
DADA
10/19/17
NO CHANGE
Target $1300
DADA
Buy
Amazon.com co-opetition with Google becoming more important, says DA Davidson
DA Davidson analyst Tom Forte previews Amazon's (AMZN) Q3 earnings, noting particular attention will be paid to the company's "co-opetition" efforts with Google (GOOG), the competitive threat from Walmart (WMT), and initial performance of Whole Foods. Forte notes that the Google challenge in particular is becoming increasingly important and "problematic" for Amazon, as Google's search algorithm changes made in May resulted in prioritizing local stores with physical inventory of merchandise. This has prompted Amazon to increase spending on Google's product listing ads to preserve its traffic, which weighed on profits in Q2 and may again be a headwind in Q3, the analyst writes in his research report titled "Clash of the Titans". Forte maintains a Buy rating and a $1,300 price target on Amazon stock.
GOOGL Alphabet Class A
$1,005.07

3.23 (0.32%)

MSFT Microsoft
$78.81

0.9 (1.16%)

10/04/17
JMPS
10/04/17
NO CHANGE
JMPS
Market Perform
NetApp to directly compete with Nutanix with new product, says JMP Securities
JMP Securities analyst Erik Suppiger noted NetApp (NTAP) announced at its Insight user conference a new product for the hyper-converged infrastructure market that will directly compete with Nutanix's (NTNX) flagship HCI product. After attending the company's Investor Summit at the event, he also noted NetApp is deepening its partnership with Microsoft (MSFT) to provide hyper-scale cloud storage. Suppiger maintains a Market Perform rating on NetApp, as he believes the shares are currently fairly valued.
10/05/17
ADAM
10/05/17
UPGRADE
Target $86
ADAM
Buy
Microsoft upgraded to Buy from Hold at Canaccord
Canaccord Genuity analyst Richard Davis upgraded Microsoft to Buy and raised his price target for the shares to $86 from $76. The software giant closed yesterday up 43c to $74.69. Investors are underestimating the "virtuous cycles" of Microsoft's four "compelling" growth drivers, namely Office Productivity, Gaming, Marketing, and Azure's Platform as a Service, Davis tells investors in a research note. Growth in these units position Microsoft for a sustained period of accelerating growth, which should preserve the current valuation and "perhaps even drive a bit of multiple expansion," the analyst adds. He sees the stock continuing to drive higher.
10/05/17
10/05/17
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. Microsoft (MSFT) upgraded to Buy from Hold at Canaccord with analyst Richard Davis saying investors are underestimating the "virtuous cycles" of Microsoft's four "compelling" growth drivers, namely Office Productivity, Gaming, Marketing, and Azure's Platform as a Service. 2. Biogen (BIIB) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Matthew Harrison saying the base business is underappreciated and Ocrevus share loss is slower than expected. 3. Sherwin-Williams (SHW) upgraded to Buy from Underperform at BofA/Merrill with analyst Steve Byrne saying the company announced a 3%-5% price increase on Tuesday and detailed plans to expand PF EBITDA margin to 19%-21% in 2020 from 17% in 2016. 4. BB&T (BBT) upgraded to Overweight from Equal Weight at Stephens with analyst Terry McEvoy noting that it has been the worst performing Super Regional bank in 2017 and he recommends taking advantage of that underperformance as he expects it to produce among the highest returns in the group going forward. 5. Celsion (CLSN) upgraded on improved financial outlook at Maxim with analyst Jason McCarthy saying the changes to the company's agreement with warrant holders, enabling the warrants to be exercised immediately following a rally in the stock, have removed the financial overhang on the company. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/11/17
FBCO
10/11/17
NO CHANGE
Target $84
FBCO
Outperform
PC shipments good for Microsoft, but to mean less over time, says Credit Suisse
Credit Suisse analyst Michael Nemeroff notes that quarterly PC shipment data called out strength in Business PC demand driven by Windows 10 upgrades, and are consistent with the proprietary data he previously published that indicated 48% of enterprises plan to upgrade to Windows 10 within the next 12-24 months. The analyst expects continued strong growth in Microsoft's Office 365 Commercial products over the next few years, but over time he estimates that Windows-related revenue will decline as a percent of its business, giving way to a large and stable recurring revenue stream and strong cash flows. He reiterates an Outperform rating and $84 price target on the shares.
FB Facebook
$174.98

0.42 (0.24%)

10/13/17
COWN
10/13/17
NO CHANGE
Target $28
COWN
Outperform
Match Group price target raised to $28 from $22 at Cowen
Cowen analyst John Blackledge raised his price target on Match (MTCH) to $28 from $22 to reflect its successful launch of Tinder Gold during the quarter, its integrated advertising with Facebook (FB), and its march to $1B in revenues. Blackledge reiterated his Outperform rating on Match Group shares.
10/13/17
WBLR
10/13/17
NO CHANGE
WBLR
GrubHub integrated into Facebook food ordering service, says William Blair
William Blair analyst Ralph Schackart says his preliminary research in two large markets, Chicago and New York, indicates GrubHub (GRUB) is integrated into Facebook's (FB) food ordering and delivery service. The analyst notes that various articles today highlight that GrubHub is not integrated into Facebook. GrubHub shares are well off their lows and are now up 9c to $52.23 in late morning trading.
10/19/17
STFL
10/19/17
NO CHANGE
Target $200
STFL
Buy
Facebook third-party ad checks bullish compared to consensus, says Stifel
In a preview of Facebook's upcoming earnings report, Stifel analyst Scott Devitt noted that management has highlighted, numerous times, that ad load growth on its core News Feed will become a less significant driver of revenue growth. Given that backdrop, Devitt noted that third-party ad agency Kenshoo's reading on Q3 social spending appears bullish relative to his and to consensus estimates for Facebook. He keeps a Buy rating and $200 price target on Facebook ahead of its report on November 1.
INTC Intel
$40.43

0.34 (0.85%)

10/13/17
CHLM
10/13/17
DOWNGRADE
Target $42
CHLM
Hold
Applied Optoelectronics downgraded to Hold from Buy at Craig-Hallum
As previously reported, Craig-Hallum analyst Richard Shannon downgraded Applied Optoelectronics (AAOI) to Hold from Buy and cut his price target to $42 from $80 following a "substantial miss" in Q3. He says the 40G issues will continue to pressure the company and offset 100G growth in the near term, warning the company's gross margins could head much lower over next 1-2 quarters as it works through its inventory. Shannon also notes rising competition from Intel (INTC), as its aggressive pricing seeks to capture market share.
10/04/17
JEFF
10/04/17
NO CHANGE
Target $5
JEFF
Buy
Jefferies says Intelsat C-band proposal a 'welcome, but speculative' development
After news that Intelsat (I) and Intel (INTC) have submitted a proposal to share a portion of the C-band with mobile operators, Jefferies analyst Giles Thorne said that while it was not made explicit he would assume that Intelsat wants to lease access to its spectrum. The analyst, who called this news "a welcome, but speculative, development," said it is challenging to estimate the size of a potential revenue stream, adding that if the FCC were to approve the plan "there won't be a 'quid' without a 'quo'." Thorne keeps a Buy rating and $5 price target on Intelsat shares, which gained about 11% yesterday to close at $5.37.
10/06/17
MKMP
10/06/17
NO CHANGE
Target $78
MKMP
Neutral
Xilinx price target raised to $78 from $63 at MKM Partners
MKM Partners analyst Ruben Roy raised his price target on Xilinx (XLNX) to $78 from $63, noting that recent conversations with the company indicate healthy demand trends. The analyst added that the feedback related to the Industrial and Aerospace/Defense markets was especially positive, even as communications infrastructure space will remain mixed for the rest of FY17. Competitive dynamics will also remain favorable, with Intel (INTC) unlikely to gain any meaningful market share, added Roy, who kept his Neutral rating on Xilinx shares.
IBM IBM
$162.07

1.17 (0.73%)

10/18/17
BMOC
10/18/17
NO CHANGE
Target $170
BMOC
Market Perform
IBM price target raised to $170 from $167 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on IBM to $170 and maintained a Market Perform rating following Q3 earnings. Bachman says IBM had "reasonable results" for the first time in many quarters, and while Global Business Services and Tech Solutions underwhelmed, Cognitive Solutions returned to modest growth.
10/18/17
UBSW
10/18/17
NO CHANGE
Target $160
UBSW
Neutral
IBM reported 'best quarter in some time,' says UBS
UBS analyst Steven Milunovich said IBM's Q3 was its best quarter in "some time." The analyst believes the results reflect the stabilization of its business and the earnings quality showed improvement. He noted the progress on revenues and margins but said the company is still not out of the woods. Milunovich maintained his Neutral rating and raised his price target to $160 from $152 on IBM shares.
10/18/17
JMPS
10/18/17
NO CHANGE
Target $188
JMPS
Outperform
IBM post-earnings advance fueled by 'broad based' beat, says JMP Securities
JMP Securities analyst Greg McDowell noted that IBM reported its strongest quarterly revenue beat in five years, adding that he believes the afterhours strength in the shares was aided by the fact that IBM topped revenue expectations across all five of its business segments. The analyst, who adds that he believes IBM did a good job managing its expense levels, keeps his Outperform rating and $188 price target on IBM shares, which are up by nearly 6% in pre-market trading at $155.
10/18/17
STFL
10/18/17
NO CHANGE
Target $182
STFL
Buy
IBM Q3 report 'encouraging,' says Stifel
Stifel analyst David Grossman noted that IBM's Cognitive Segment, which is perceived to be the most strategic to the company, returned to positive growth in Q3 and that its Strategic Imperatives growth also re-accelerated. Given the "encouraging" report, he said he expects the stock to build a base at these higher levels and can re-rate as the business shows more stabilization. Grossman keeps a Buy rating and $182 price target on IBM shares.
MAR Marriott
$115.02

-0.18 (-0.16%)

08/30/17
WOLF
08/30/17
UPGRADE
Target $109
WOLF
Outperform
Marriott upgraded to Outperform from Peer Perform at Wolfe Research
Wolfe Research upgraded Marriott to Outperform with a $109 price target citing the recent pullback in shares.
08/16/17
BERN
08/16/17
NO CHANGE
BERN
Marriott, Hilton weakness creates buying opportunity, says Bernstein
Bernstein analyst David Beckel says that the decline in the shares of Marriott (MAR) and Hilton (HLT) has created a "near-term buying opportunity." The analyst says that Marriott's stock fell following its results even though it reported "perfectly respectable earnings," while Hilton declined in sympathy. He says that Marriott is trading below its historical average relative to the S&P and predicts that the lodging sector will "trudge on rather than decelerate further.."
10/04/17
RHCO
10/04/17
NO CHANGE
RHCO
ILG likely to attract higher bid from Marriott Vacations, says SunTrust
After Bloomberg reported that Marriott Vacations (MAR) had bid about $30 per share for ILG (ILG), SunTrust analyst C. Patrick Scholes believes that Marriott Vacations will offer a higher price. He says that a merger between the companies "could make sense," since both companies have a relationship with Marriott (MAR). The analyst remains upbeat on ILG's prospects as a stand-alone company and keeps a $29 price target and a Buy rating on the shares.
08/08/17
JPMS
08/08/17
NO CHANGE
Target $113
JPMS
Overweight
Marriott target raised to $113 after Q2 results at JPMorgan
JPMorgan analyst Joseph Greff raised his price target for Marriott International shares to $113 from $111 following the company's Q2 results. The analyst continues to see "attractive" 17% annual earnings growth through 2019. He keeps an Overweight rating on Marriott.

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1.43 (1.33%)

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Pan American Silver

$15.20

0.22 (1.47%)

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CBRL

Cracker Barrel

$150.79

-6.41 (-4.08%)

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Vipshop

$8.22

-1.03 (-11.14%)

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NJR

New Jersey Resources

$43.80

-0.5 (-1.13%)

05:35
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PBPB

Potbelly

$12.15

-0.15 (-1.22%)

05:31
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CRM

Salesforce

$108.80

1.43 (1.33%)

05:29
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  • 27

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YNDX

Yandex

$34.28

0.57 (1.69%)

05:28
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MNK

Mallinckrodt

$21.39

-0.42 (-1.93%)

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  • 14

    Dec

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SIG

Signet Jewelers

$52.79

-23.05 (-30.39%)

05:22
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  • 07

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AXTA

Axalta Coating

$33.87

0.33 (0.98%)

05:19
11/22/17
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AXTA

Axalta Coating

$33.87

0.33 (0.98%)

, AKZOY

AkzoNobel

$30.57

0.085 (0.28%)

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Axalta Coating

$33.87

0.33 (0.98%)

AKZOY

AkzoNobel

$30.57

0.085 (0.28%)

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RLOG

Rand Logistics

$0.59

0.016 (2.80%)

05:15
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SGMS

Scientific Games

$52.20

-0.3 (-0.57%)

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ADI

Analog Devices

$90.19

-2.88 (-3.09%)

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TEDU

Tarena

$13.36

-2.53 (-15.92%)

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HP Inc.

$22.46

0.34 (1.54%)

05:07
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CRM

Salesforce

$108.80

1.43 (1.33%)

05:05
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  • 27

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AXTA

Axalta Coating

$33.87

0.33 (0.98%)

, AKZOY

AkzoNobel

$30.57

0.085 (0.28%)

05:03
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Axalta remains potential…

AXTA

Axalta Coating

$33.87

0.33 (0.98%)

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AkzoNobel

$30.57

0.085 (0.28%)

BRK.A

Berkshire Hathaway

$275,000.00

2995 (1.10%)

BRK.B

Berkshire Hathaway

$183.18

1.55 (0.85%)

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CRM

Salesforce

$108.80

1.43 (1.33%)

04:57
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