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DIS

Disney

$98.64

0.29 (0.29%)

, INTC

Intel

$46.34

-0.76 (-1.61%)

20:02
11/05/17
11/05
20:02
11/05/17
20:02

On The Fly: Top five weekend stock stories

Catch up on the weekend's top five stories with this list compiled by The Fly: 1. T-Mobile (TMUS) and Sprint (S) jointly announced that they have ceased talks to merge as the companies were unable to find mutually agreeable terms. Meanwhile, Sprint and Altice USA (ATUS) announced a new multi-year strategic agreement. Under the terms of the agreement Altice USA will utilize Sprint's network to provide mobile voice and data services to its customers throughout the nation, and Sprint will leverage the Altice USA broadband platform to accelerate the densification of its network. SoftBank (SFTBF) also announced that it intends to increase its stake in Sprint through open market transactions or otherwise, subject to market conditions and other factors. 2. A gunman killed at least 26 worshipers and wounded 20 others at a white-steepled church in southeast Texas on Sunday, according to Reuters, citing authorities. The gunman, described as a white man in his 20s, was fired on by a local resident, fled in his vehicle and was later found dead in neighboring Guadalupe County, the publication noted, adding that it was not immediately clear if the suspect killed himself or was hit by gunfire by the resident. 3. Artificial intelligence has been perceived to be a threat to Intel's (INTC) decades-long dominance in computer chips, but its shares are up 30% this year, maybe due to third quarter earnings or maybe due to its plans to release a new line of A.I. chips developed in collaboration with Facebook (FB), and as the company's purchase of Mobileye makes it an early leader in autonomous driving, Jack Hough wrote in this week's edition of Barron's, adding that he still sees more upside ahead. 4. Disney (DIS) and Marvel Studios' "Thor: Ragnarok" opened to $121M from 4,080 theaters in North America. Overseas, the threequel grossed $151.4M in its second weekend for a foreign tally of $306M. The pic with Chris Hemsworth returning in the titular role earned 93% from Rotten Tomatoes. 5. IBM (IBM), Alphabet (GOOG; GOOGL), AMD (AMD), Impinj (PI), Everspin Technologies (MRAM), Matel (MAT), Facebook, Cummins (CMI), United Technologies (UTX), Honeywell (HON), Ingersoll-Rand (IR), and Illinois Tool Works (ITW) saw positive mentions in Barron's, while Under Armour (UAA) was mentioned cautiously.

DIS

Disney

$98.64

0.29 (0.29%)

INTC

Intel

$46.34

-0.76 (-1.61%)

FB

Facebook

GOOG

Alphabet

$1,032.48

6.9 (0.67%)

GOOGL

Alphabet Class A

$1,049.99

7.02 (0.67%)

IBM

IBM

$151.58

-1.77 (-1.15%)

AMD

AMD

$11.12

0.27 (2.49%)

PI

Impinj

$22.23

0.68 (3.16%)

MRAM

Everspin Technologies

$8.12

-0.18 (-2.17%)

MAT

Mattel

$13.12

0.08 (0.61%)

CMI

Cummins

$173.07

-0.22 (-0.13%)

UTX

United Technologies

$121.07

-0.39 (-0.32%)

HON

Honeywell

$144.97

-0.44 (-0.30%)

IR

Ingersoll-Rand

$86.25

-1.35 (-1.54%)

ITW

Illinois Tool Works

$157.30

0.32 (0.20%)

UAA

Under Armour; also tag UA

$11.61

-0.17 (-1.44%)

UA

Under Armour; also tag UAA

$10.59

-0.25 (-2.31%)

TMUS

T-Mobile

$58.91

0.61 (1.05%)

S

Sprint

$6.67

0.24 (3.73%)

ATUS

Altice USA

$22.59

-1.91 (-7.80%)

SFTBF

SoftBank

$91.40

2.3 (2.58%)

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DIS Disney
$98.64

0.29 (0.29%)

11/01/17
SBSH
11/01/17
NO CHANGE
Target $119
SBSH
Buy
Disney offers 'unique window of opportunity' at these levels, says Citi
Citi analyst Jason Bazinet believes Disney at current levels offers investors a "particularly unique window of opportunity" ahead of the company's pivot to over-the-top. The shares trade at a "relatively low multiple" on depressed earnings, Bazinet tells investors in a research note. He says he can't think of a "better set-up for stock appreciation." The analyst trimmed his price target for Disney shares to $119 from $121 and keeps a Buy rating on the name. He expects Disney's over-the-to pivot will likely dampen earnings growth in the near-term and lowered his fiscal 2017 earnings per share estimate to $5.71 from $5.76 and fiscal 2018 estimate to $6.35 from $6.51.
11/01/17
PIPR
11/01/17
NO CHANGE
Target $130
PIPR
Overweight
Disney estimates lowered ahead of earnings at Piper Jaffray
Piper Jaffray analyst Stan Meyers lowered his Q4 earnings per share estimate for Disney ahead of the November 9 report to $1.16 from $1.35, which takes him in-line with consensus. The analyst adjusted his estimates to reflect lower Q3 ratings at ESPN, weaker than expected sales of Cars 3 consumer products, closure of Disney World related to Hurricane Irma, and incremental BAMTech investment. Meyers, however, remains upbeat on the shares citing the "strong" film slate, growth from recent and upcoming carriage renewals, and continued momentum at the parks. He keeps an Overweight rating on Disney with a $130 price target.
10/31/17
MSCO
10/31/17
NO CHANGE
Target $120
MSCO
Overweight
Disney price target lowered to $120 from $130 at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne lowered his price target on Disney to $120 from $130, citing dilution from its pivot of its TV and film distribution model to over-the-top, or OTT, lower subscriber estimates for cable networks and trimming his advertising outlook for ABC and ESPN. However, he believes the market continues to under appreciate the OTT asset Disney is building or the diversification of the business overall, leading him to maintain an Overweight rating on the stock.
10/24/17
DADA
10/24/17
NO CHANGE
Target $124
DADA
Buy
Toys R Us bankruptcy does not change Hasbro outlook, says DA Davidson
DA Davidson analyst Linda Weiser raised her price target on Hasbro to $124 from $121 and maintained her Buy rating following Q3 results. Weiser says that the Toys "R" Us bankruptcy is a one-time phenomenon and does not change her thesis that Hasbro is a content and brand driven company with strong execution. She notes that Hasbro is also advantaged by strong point-of-sale trends, which enables it to manage through retailer store closures with less disruption than weaker toy companies. 2019 is poised for higher growth, she adds, with theatrical releases expected to include Star Wars Episode 9, the next major Transformers movie, at least four Marvel films, and the second major Frozen movie from Disney (DIS).
INTC Intel
$46.34

-0.76 (-1.61%)

10/31/17
NEED
10/31/17
NO CHANGE
Target $36
NEED
Buy
Integrated Device price target raised to $36 from $32 at Needham
Needham analyst N Quinn Bolton raised his price target on Integrated Device to $36 following better than expected Q2 results that were driven by the production ramp of memory interface components for Intel's (INTC) Purley server platform and share gains in Advanced Timing solution. Bolton keeps his Buy rating on Integrated Device, forecasting organic revenue growth acceleration in the second half of FY18 amid multi-year product cycles in memory interface, sensors and wireless power.
10/30/17
10/30/17
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. Intel (INTC) upgraded to Outperform from Market Perform at BMO Capital with analyst Ambrish Srivastava saying the company is starting to execute on delivering operating leverage and also show discipline in its operating model. 2. Conagra Brands (CAG) upgraded to Buy from Hold at Stifel with analyst Christopher Growe citing the stock's valuation, the company's operating profit growth and its optionality to do "aggressive" share repurchase and M&A. 3. Praxair (PX) upgraded to Buy from Neutral at Citi with analyst P.J. Juvekar citing the company's accelerating growth. 4. Bristol-Myers (BMY) upgraded to Buy from Hold at SunTrust with analyst John Boris saying Merck's (MRK) KN-189 data delay to 2019 and withdrawal of its EU 1L NSCLC filing improves the company's competitive position. 5. Curtiss-Wright (CW) upgraded to Buy from Neutral at BofA/Merrill with analyst Kristine Liwag saying it is a significant beneficiary of US Navy submarines and embedded computing. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/30/17
BMOC
10/30/17
UPGRADE
Target $58
BMOC
Outperform
Intel upgraded to Outperform on improved operating leverage at BMO Capital
As previously noted, BMO Capital analyst Ambrish Srivastava upgraded Intel to Outperform from Market Perform and raised the price target to $58 from $37. Srivastava says the company is starting to execute on delivering operating leverage and also show discipline in its operating model. The analyst also notes attractive valuation as well as its "under-owned" position, saying the company should outperform over the 12-month period.
10/30/17
BMOC
10/30/17
UPGRADE
BMOC
Outperform
Intel upgraded to Outperform from Market Perform at BMO Capital
FB Facebook

11/02/17
STFL
11/02/17
NO CHANGE
STFL
Facebook capex guidance positive for optical component suppliers, says Stifel
Stifel analyst Patrick Newton said Facebook's (FB) guidance for capital expenditures to double from a targeted $7B in 2017 to $14B in 2018 as a positive data point for Finisar (FNSR), Lumentum (LITE), Oclaro (OCLR), Fabrinet (FN), Infinera (INFN) and Ciena (CIEN). He believes Facebook's guidance reaffirms that cloud infrastructure spending is a multi-year trend and the weakness currently being experienced by optical component suppliers represents a near-term issue around timing of expenditures.
11/02/17
COWN
11/02/17
NO CHANGE
COWN
Cowen says Facebook capex step-up positive for Applied Optoelectronics, Arista
Cowen analyst Paul Silverstein said Facebook's (FB) plans to "double" its capital expenditures to $14B from $7B in 2018 represents a significant incremental revenue growth opportunity for optical component and system suppliers, particularly Applied Optoelectronics (AAOI) and Arista Networks (ANET). He thinks Applied is maintaining a strong position at Facebook and would take advantage of weakness in the shares.
11/02/17
FBCO
11/02/17
NO CHANGE
Target $230
FBCO
Outperform
Facebook price target lowered to $230 from $235 at Credit Suisse
Credit Suisse analyst Stephen Ju lowered his price target for Facebook to $230 from $235 following quarterly results. The analyst reiterates an Outperform rating on the shares.
11/02/17
OPCO
11/02/17
NO CHANGE
Target $200
OPCO
Outperform
Facebook price target raised to $200 from $195 at Oppenheimer
Oppenheimer analyst Jason Helfstein raised his price target for Facebook to $200 from $195 following better than expected Q3 results and reduced FY17 expense guidance. The analyst reiterates an Outperform rating on the shares.
GOOG Alphabet
$1,032.48

6.9 (0.67%)

10/27/17
BARD
10/27/17
NO CHANGE
Target $1150
BARD
Outperform
Alphabet results show ability to adapt to changing trends, says Baird
Baird analyst Colin Sebastian said Alphabet reported impressive Q3 results which showed the company's ability to adapt quickly to changing internet, advertising, and commerce trends while leveraging its advanced AI/machine learning. Sebastian reiterated his Outperform rating and raised his price target to $1,150 from $1,100 on Alphabet shares.
10/27/17
UBSW
10/27/17
NO CHANGE
Target $1165
UBSW
Buy
Alphabet report shows strong advertising momentum, says UBS
UBS analyst Eric Sheridan said Alphabet's Q3 results presented a story of stable and strong ad revenue momentum, an upside surprise on margins, and raised forward earnings estimates. The analyst said the company is deploying free cash flow into a series of long-term opportunities, which are admittedly in the early days of P&L contribution. Sheridan reiterated his Buy rating and raised his price target to $1,165 from $1,080 on Alphabet shares.
10/27/17
LEHM
10/27/17
NO CHANGE
Target $1260
LEHM
Overweight
Alphabet price target raised to $1,260 from $1,060 at Barclays
Barclays analyst Ross Sandler raised his price target for Alphabet (GOOGL) to $1,260 saying the company last night posted a "clean quarter with strong performance across most key businesses." After declining for most of the past year, core Google margins increased 80 basis points, the analyst points out. He keeps an Overweight rating on the shares.
10/31/17
ROTH
10/31/17
NO CHANGE
Target $41
ROTH
Neutral
Yelp price target raised to $41 from $35 at Roth Capital
Roth Capital analyst Darren Aftahi raised his price target for Yelp (YELP) to $41 from $35 ahead of quarterly results. Nonethless, the analyst says that while Yelp has divested of Eat24, he sees its go-forward business as remaining challenged by the likes of Facebook (FB), Google (GOOG; GOOGL), and now to a lesser extent, Snap (SNAP). He reiterates a Neutral rating on Yelp's shares.
GOOGL Alphabet Class A
$1,049.99

7.02 (0.67%)

10/27/17
RBCM
10/27/17
NO CHANGE
RBCM
Alphabet Class A price target raised to $1,125 from $1,050 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Alphabet Class A to $1,125 from $1,050 and maintained an Outperform rating, citing an impressive Q3 where all fundamental trends were positive, including year-over-year revenue growth and operating margin expansion.
10/27/17
RHCO
10/27/17
NO CHANGE
RHCO
Alphabet Class A price target raised to $1,180 from $1,100 at SunTrust
SunTrust analyst Youssef Squali raised his price target on Alphabet Class A to $1,180 from $1,100 and reiterated a Buy rating on shares following the company's better than expected quarter. Squali believes the company's high level of product innovation should help it sustain above average industry growth for several more years to come.
10/27/17
GSCO
10/27/17
NO CHANGE
Target $1175
GSCO
Conviction Buy
Alphabet price target raised to $1,175 from $1,125 at Goldman Sachs
IBM IBM
$151.58

-1.77 (-1.15%)

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
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.
10/27/17
PIVT
10/27/17
INITIATION
Target $180
PIVT
Buy
IBM initiated with a Buy at Pivotal Research
Pivotal Research analyst Lou Miscioscia initiated IBM (HPE) with a Buy and $180 price target. The analyst prefers IBM to HP Enterprise (HPE) due to its more complete IT approach led by services and with Digital Hardware/software solutions. Miscioscia said IBM's valuation is at the low end of peers and after years of turnaround efforts is finally positioned to grow.
10/27/17
10/27/17
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. IBM (IBM) initiated with a Buy at Pivotal Research. 2. Alder Biopharmaceuticals (ALDR) initiated with a Buy at Canaccord. 3. Biogen (BIIB) initiated with a Hold at Canaccord. 4. Okta (OKTA) initiated with a Buy at SunTrust. 5. Carvana (CVNA) initiated with a Market Perform at Barrington. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
AMD AMD
$11.12

0.27 (2.49%)

10/25/17
LEHM
10/25/17
NO CHANGE
Target $10
LEHM
Underweight
Barclays reiterates Underweight on AMD with $10 target
AMD last night reported a beat but guided only in line, which was below elevated expectations as Ryzen gains were lackluster and crypto strength was offset by higher spending, Barclays analyst Blayne Curtis tells investors in a post-earnings research note. While the company did not quantify the crypto tailwind, the analyst estimates it drove the majority of the sequential growth in the Compute & Graphics segment. Crypto growth "has legs" into 2018, but GPUs are moderating with market prices falling as supply catches up, Curtis contends. He reiterates an Underweight rating on AMD with a $10 price target.
10/30/17
MSCO
10/30/17
DOWNGRADE
MSCO
Underweight
AMD downgraded to Underweight from Equal Weight at Morgan Stanley
10/30/17
10/30/17
DOWNGRADE
Target $8

Underweight
Morgan Stanley cuts AMD to Underweight as cryptocurrency gains seen fading
As previously reported, Morgan Stanley analyst Joseph Moore downgraded AMD to Underweight from Equal Weight. Moore said he has been "somewhat cynical" on the stock due to valuation, but he maintained an Equal Weight rating until now as his earnings estimates were above consensus. However, while the consensus view has climbed to his level the fundamental outlook is less robust as microprocessor momentum has been slow to build and he expects cryptocurrency gains to gradually fade from here. The analyst, who also expects consoles to decline and graphics to be "flattish," lowered his price target on AMD shares to $8 from $11.
11/05/17
OPCO
11/05/17
NO CHANGE
OPCO
Perform
Cryptocurrency should provide lift to Nvidia Q3 results, says Oppenheimer
Ahead of Nvidia's (NVDA) Q3 results on Thursday, Oppenheimer analyst Rick Schafer sees upside to consensus estimates, driven by continued data center and gaming momentum. Additionally, the analyst believes cryptocurrency should provide a lift to Q3 results, but he expects management to continue to take a conservative tone when forecasting this volatile vertical. Competitively, Schafer does not see any material pressure from AMD's (AMD) Radeon Instinct server accelerators, or high-end Vega PC GPUs. Nonetheless, the analyst reiterates an Perform rating on Nvidia's as expectations are running high.
PI Impinj
$22.23

0.68 (3.16%)

11/02/17
ADAM
11/02/17
NO CHANGE
Target $35
ADAM
Buy
Impinj price target lowered to $35 from $50 at Canaccord
Canaccord analyst T. Michael Walkley lowered his price target on Impinj to $35 from $50 following Q3 results. He said the revenues were in line with his expectations but management lowered its guidance to below his estimates. The lowered guidance is due to delayed rollouts, increased endpoint competitive pressure, and component shortages limiting its ability to meet demand. Walkley maintained his Buy rating on Impinj shares as he continues to believe the company will benefit from the strong adoption of RAIN.
11/02/17
PIPR
11/02/17
DOWNGRADE
Target $27.5
PIPR
Neutral
Impinj downgraded to Neutral from Overweight at Piper Jaffray
Piper Jaffray analyst Troy Jensen downgraded Impinj to Neutral saying slowing deployments and competition drove the "very disappointing" Q4 outlook. The analyst, post earnings, has turned cautious regarding Impinj's valuation. He cut his price target for the shares to $27.50 from $41.
09/28/17
RBCM
09/28/17
NO CHANGE
RBCM
Impinj new product positive, says RBC Capital
After Impinj announced a new Monza R6-A tag which is specifically designed for the European retail market, RBC Capital analyst Mitch Steves says it "offers improved privacy," has a lower carbon footprint, and will consequently help the company gain new retail customers in Europe. .He keeps an Outperform rating on the stock.
11/02/17
NEED
11/02/17
NO CHANGE
Target $34
NEED
Buy
Impinj price target lowered to $34 from $45 at Needham
Needham analyst James Ricchiuti lowered his price target on Impinj to $34 after a Q3 miss on EPS and EBITDA as a result of higher operating expenses. Ricchiuti says shares will also be pressured by the guided weaker top line growth in Q4, as the company is supply-constrained on certain products. Longer term, the analyst maintains his Buy rating based on the company's competitive position in the RFID market and continued growth prospects, as RFID adoption accelerates in the retail market.
MRAM Everspin Technologies
$8.12

-0.18 (-2.17%)

05/30/17
CHLM
05/30/17
NO CHANGE
Target $14
CHLM
Buy
Everspin Technologies executing well since IPO, says Craig-Hallum
Craig-Hallum analyst Richard Shannon said that after traveling with Everspin Technologies management he came away with an increased level of confidence in the company's execution. Everspin has "done everything it said it would do coming out of its IPO" last October, Shannon tells investors. The analyst, who views Everspin as uniquely positioned to prove out its higher density technology in new markets, keeps a Buy rating and $14 price target on the stock.
08/14/17
ADAM
08/14/17
NO CHANGE
Target $18
ADAM
Buy
Everspin Technologies price target raised to $18 from $12 at Canaccord
Canaccord analyst Matthew Ramsay raised his price target on Everspin Technologies to $18 from $12 following solid Q2 results. The analyst cited its better than expected revenues and gross margins despite what the company called a transitional quarter. Ramsay believes once the company is scaled in terms of volume, density, and pricing, the company will be able to ramp into more mainstream enterprise DRAM applications. Ramsay reiterated his Buy rating on Everspin Technologies shares.
MAT Mattel
$13.12

0.08 (0.61%)

10/31/17
UBSW
10/31/17
NO CHANGE
Target $18
UBSW
Buy
Mattel a top-line recovery story, not cost cutting one, says UBS
UBS analyst Arpine Kocharyan said he views Mattel as a top-line recovery story, not a cost cutting one as he does not believe the company can be saved by cutting costs alone. Kocharyan, who explored various scenarios of cutting costs versus growth and acknowledged costs will have to be cut if the top line does not come back, lowered his estimates and his price target to $18 from $22 on Mattel shares but keeps a Buy rating on the stock.
11/03/17
DADA
11/03/17
UPGRADE
Target $12
DADA
Neutral
Mattel upgraded to Neutral from Underperform at DA Davidson
DA Davidson analyst Linda Bolton Weiser upgraded Mattel to Neutral from Underperform and kept her $12 price target following Q3 results. While the company suspended its dividend and saw a 51% decline in operating profit, the analyst is positive on the company's 2-year $650M cost reduction program and plans to reduce its product range. Weiser also notes the company is not facing any imminent liquidity issues given its credit ratings.
11/03/17
11/03/17
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. Twitter (TWTR) upgraded to Buy from Hold at Argus with analyst Jim Kelleher citing an increase in user engagement, strong growth in adjusted EBITDA, and anticipated return to annual revenue growth next year. 2. Mattel (MAT) upgraded to Neutral from Underperform at DA Davidson with analyst Linda Bolton Weiser saying while the company suspended its dividend and saw a 51% decline in operating profit, she is positive on the company's 2-year $650M cost reduction program and plans to reduce its product range. 3. Wingstop (WING) upgraded to Buy from Hold at Stifel with analyst Chris O'Cull saying he thinks the consensus 2018 same-restaurant sales projection of 3% growth will prove conservative. 4. CACI (CACI) upgraded to Buy from Hold at Noble Financial with the firm's analyst saying the market overreacted to bookings and pipeline news, and views the pullback as a buying opportunity. 5. Regeneron (REGN) upgraded to Neutral from Underperform at Baird with analyst Brian Skorney citing better than expected Dupixent sales. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/30/17
JEFF
10/30/17
NO CHANGE
Target $12.5
JEFF
Hold
Mattel capital needs 'growing and immediate,' says Jefferies
After Standard & Poor's Friday downgraded Mattel's debt two notches to junk following the Q3 miss, Jefferies analyst Stephanie Wissink says the company's capital needs are "growing and immediate." The rating change will limit Mattel's access to the commercial paper market, the company's primary vehicle for funding seasonality, Wissink tells investors in a research note. She believes a lack of access to the commercial paper market and Mattel's limited debt capacity leaves the company with limited options to fund its operations. The company can exercise an open shelf or potentially sell off assets, the analyst contends. Wissink estimates Mattel's debt would offset its intellectual property and real estate value by $2 per share, implying a floor for the stock between $8 and $10. She has a Hold rating on Mattel with a $12.50 price target.
CMI Cummins
$173.07

-0.22 (-0.13%)

10/12/17
10/12/17
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. Wal-Mart (WMT) downgraded to Buy from Conviction Buy at Goldman Sachs with analyst Matthew Fassler saying shares have achieved in three months what he had expected in a year on an improvement in sentiment, but not on higher earnings estimates. 2. Monro (MNRO) downgraded to Hold from Buy at Jefferies with analyst Bret Jordan citing expectations the company's earnings growth will slow in 2018 as its focus shifts from acquisitions to improving store-level execution. 3. Diamond Offshore (DO) downgraded to Sell from Neutral at Citi with analyst Scott Gruber saying that if an upturn is forthcoming, Transocean should outperform given a "diminution" of concern toward its balance sheet and more new contract catalysts. 4. Cummins (CMI) downgraded to Neutral following dealer checks at Longbow with analyst Faheem Sabeiha citing a recent truck dealer survey that suggests initial 2018 sales growth is below current industry forecasts, partly due to driver shortage concerns. 5. Disney (DIS), AMC Networks (AMCX), and Viacom (VIA, VIAB) were downgraded to Neutral from Buy at Guggenheim. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/04/17
JPMS
10/04/17
UPGRADE
Target $83
JPMS
Overweight
Paccar upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Ann Duignan upgraded Paccar (PCAR) to Overweight and raised her price target for the shares to $83 from $70. North American Class 8 retail truck sales have accelerated in recent months as orders, up 44% year-to-date, are finally turning into actual sales, Duignan tells investors in a research note. Improved truck demand in 2018 should "disproportionately benefit" Paccar, the analyst contends. Duignan also raised her price target for Neutral-rated Cummins (CMI) to $172 from $154 and Neutral-rated Navistar (NAV) to $41 from $36.
10/12/17
LBOW
10/12/17
DOWNGRADE
LBOW
Neutral
Cummins downgraded to Neutral following dealer checks at Longbow
Longbow analyst Faheem Sabeiha downgraded Cummins to Neutral from Buy following a recent truck dealer survey that suggests initial 2018 sales growth is below current industry forecasts, partly due to driver shortage concerns. Contacts expect 2018 Class 8 sales increase of 10% versus FTR Associate's build forecast of up 21%, the analyst wrote in a note to investors. The analyst believes consensus estimates reflect Class 8 industry builds at the high-end of the typical replacement range and said shares have had a solid run recently.
11/02/17
JPMS
11/02/17
NO CHANGE
JPMS
Class 8 truck orders seen up 160% year-over-year in October, says JPMorgan
ACT Research reported Class 8 truck net new orders of 36,200 units in October, up 160% from last year and up 60% sequentially, noted JPMorgan analyst Ann Duignan. U.S. indicators for truck purchases have trended more positively, noted the analyst, who sees the data as having an incremental impact on Navistar (NAV), Paccar (PCAR), Cummins (CMI), Allison Transmission (ALSN) and Eaton (ETN).
UTX United Technologies
$121.07

-0.39 (-0.32%)

09/06/17
STFL
09/06/17
NO CHANGE
STFL
Stifel says United Tech deal strategic, not a sign of M&A 'floodgates opening'
Stifel analyst Joseph DeNardi said one of the only risks he sees to defense stocks' multiples would be a shift in cash deployment strategy from a focus on dividends and buybacks to M&A. However, he views United Technologies' (UTX) planned acquisition of Rockwell Collins (COL) as strategic and largely focused on its desire to regain leverage against Boeing (BA) and Airbus (EADSY) and not indicative of the M&A "floodgates opening" in the defense sector. Other publicly traded companies in the defense space include BAE Systems (BAESY), General Dynamics (GD), Lockheed Martin (LMT), Northrop Grumman (NOC) and Raytheon (RTN).
09/07/17
WOLF
09/07/17
DOWNGRADE
WOLF
Peer Perform
Rockwell Collins downgraded to Peer Perform from Outperform at Wolfe Research
Wolfe Research analyst Hunter Keay downgraded yesterday afternoon Rockwell Collins (COL) to Peer Perform following the company's agreement to be acquired by United Technologies (UTX).
09/11/17
BERN
09/11/17
DOWNGRADE
Target $137
BERN
Market Perform
Rockwell Collins downgraded to Market Perform from Outperform at Bernstein
Bernstein analyst Douglas Harned downgraded Rockwell Collins (COL) to Market Perform from Outperform following its board approval of United Technologies' (UTX) planned acquisition at a nominal price of $140/share. The analyst says the stock has moved above $130 related to the deal, and he is concerned that Rockwell Collins' acceptance of a $140 deal price indicates that internal forecasts are more pessimistic than his. He kept a $137 price target on Rockwell Collin's shares, but lowered hist target for United Technologies to $126 from $135, while reiterating a Market-Perform rating.
09/13/17
BARD
09/13/17
DOWNGRADE
BARD
Neutral
Rockwell Collins downgraded to Neutral from Outperform at Baird
Baird analyst Peter Arment downgraded Rockwell Collins (COL) to Neutral from Outperform following its board approval of United Technologies' (UTX) planned acquisition at a nominal price of $140 per share.
HON Honeywell
$144.97

-0.44 (-0.30%)

10/11/17
BARD
10/11/17
NO CHANGE
Target $156
BARD
Outperform
Honeywell price target raised to $156 from $140 at Baird
Baird analyst Peter Arment raised his price target on Honeywell to $156 from $140 to reflect its plans to spin off its Homes products and ADI global distribution business as well as its Transportation Systems business into two separately traded public companies. The move simplifies its remaining business portfolio and maximizes shareholder value, which should lead to a higher multiple for the shares, said Arment, who reiterated his Outperform rating on Honeywell.
10/12/17
ARGS
10/12/17
NO CHANGE
Target $160
ARGS
Buy
Honeywell price target raised to $160 from $152 at Argus
Argus analyst John Eade raised his price target on Honeywell to $160 from $152, saying he sees it as poised to continue to benefit from its strong presence in the commercial aerospace and residential construction markets and that its portfolio changes are designed to generate continued growth. The analyst, who added that he believes Honeywell's dividend is secure and should continue to grow, keeps a Buy rating on the stock.
10/23/17
RBCM
10/23/17
NO CHANGE
Target $156
RBCM
Outperform
Honeywell price target raised to $156 from $148 at RBC Capital
RBC Capital analyst Deane Dray raised his price target on Honeywell to $156 following Q3 results and "conservative" Q4 guidance that offers a path for upside. In FY18, Dray sees a tailwind for Honeywell's Sensing & Productivity Solutions business, as double-digit grower Intelligrated is included in organic revenue. The analyst also notes +30% organic growth rates in China and India as a big surprise, maintaining his Outperform rating on Honeywell.
10/23/17
FBCO
10/23/17
NO CHANGE
Target $150
FBCO
Neutral
Honeywell price target raised to $150 from $141 at Credit Suisse
Credit Suisse analyst Julian Mitchell raised his price target for Honeywell to $150 from $141 following Q3 earnings. The analyst reiterates a Neutral rating on the shares.
IR Ingersoll-Rand
$86.25

-1.35 (-1.54%)

10/17/17
BOFA
10/17/17
DOWNGRADE
BOFA
Neutral
Ingersoll-Rand downgraded to Neutral from Buy at BofA/Merrill
BofA/Merrill analyst Andrew Obin downgraded Ingersoll-Rand to Neutral as shares are approaching his $96 price target.
10/27/17
MSCO
10/27/17
DOWNGRADE
MSCO
Equal Weight
Ingersoll-Rand downgraded to Equal Weight from Overweight at Morgan Stanley
09/20/17
09/20/17
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. Johnson & Johnson (JNJ) downgraded to Sell from Neutral at Goldman Sachs with analyst Jami Rubin saying pressure on key products combined with still-slow MD&D growth and continued strains on the consumer will leave the company with below average, long-term growth. 2. United Continental (UAL) downgraded to Market Perform at Raymond James with analyst Savanthi Syth saying an improvement in relative profitability versus legacy peers is likely to take longer than previously expected. 3. Ingersoll-Rand (IR) downgraded to Neutral from Overweight at JPMorgan with analyst C. Stephen Tusa saying he sees more relative upside and better risk/rewards elsewhere in the Electrical Equipment and Multi Industry sector. The analyst expects the company's solid execution to continue and raised his price target for the shares to $98 from $96. 4. L Brands (LB) downgraded to Market Perform from Outperform at Cowen with analyst Oliver Chen saying he sees risk to its comparable sales growth and margins if the company can not achieve elevated pricing. 5. Yahoo Japan (YAHOY) downgraded to Hold from Buy at Jefferies with analyst Hiroko Sato citing a lack of catalysts. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/27/17
10/27/17
DOWNGRADE
Target $98

Equal Weight
Ingersoll-Rand downgraded to Equal Weight at Morgan Stanley
As previously reported, Morgan Stanley analyst Nigel Coe downgraded Ingersoll-Rand to Equal Weight from Overweight, contending that U.S. non-residential market headwinds and rising raw material inflation are both factors that argue against a premium rating on the stock. Coe trimmed his price target on Ingersoll-Rand shares to $98 from $100.
ITW Illinois Tool Works
$157.30

0.32 (0.20%)

10/24/17
RBCM
10/24/17
NO CHANGE
Target $155
RBCM
Sector Perform
Illinois Tool Works price target raised to $155 from $143 at RBC Capital
RBC Capital analyst Seth Weber raised his price target on Illinois Tool Works to $155 following the company's Q3 earnings call that forecast continued organic revenue growth and margin expansion in FY18. Weber says the company continues to benefit from a fairly stable end market demand and ongoing enterprise initiatives, maintaining a Sector Perform rating on valuation.
10/24/17
ARGS
10/24/17
NO CHANGE
Target $180
ARGS
Buy
Illinois Tool Works price target raised to $180 from $160 at Argus
Argus analyst John Eade raised his price target on Illinois Tool Works to $180 and maintained his Buy rating following Q3 results and an upgrade in guidance. Eade says the company is on track to deliver low single-digit sales growth over the long term. Along with its margin expansion and buybacks, the analyst writes in his research note, Illinois Tool Works can also grow EPS by low double digits, with earnings getting an added boost from a rebound in U.S. and global GDP growth.
10/10/17
10/10/17
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. Prudential (PRU) upgraded to Buy from Neutral at FBR Capital. 2. RBS (RBS) was upgraded to Neutral from Sell at Citi and to Neutral from Underperform at Credit Suisse. 3. Palo Alto Networks (PANW) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Keith Weiss saying he sees building traction across the company's portfolio of solutions and he views it as one of the best positioned vendors to execute on an integrated security platform story. 4. Illinois Tool Works (ITW) upgraded to Neutral from Underweight at JPMorgan with analyst Ann Duignan saying organic growth is likely to be better than forecast in the third quarter. 5. McKesson (MCK) upgraded to Outperform from Market Perform at Cowen with analyst Charles Rhyee saying the transition towards differential specialty pricing will drive both earnings growth and multiple expansion. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/16/17
WELS
10/16/17
NO CHANGE
Target $170
WELS
Outperform
Illinois Tool Works price target raised to $170 from $162 at Wells Fargo
Wells Fargo analyst Andy Casey raised his price target for Illinois Tool Works to $170 from $162 on valuation. The analyst reiterates an Outperform rating on the shares.
UAA Under Armour; also tag UA
$11.61

-0.17 (-1.44%)

11/01/17
WEDB
11/01/17
NO CHANGE
Target $11
WEDB
Neutral
Under Armour price target lowered to $11 from $17 at Wedbush
Wedbush analyst Christopher Svezia lowered his price target for Under Armour to $11 from $17 after the company reported a Q3 sales miss and halved its outlook on the year as the company is faced with challenging brand, product, execution, and market issues that he feels are likely to persist through 2018. The analyst reiterates a Neutral rating on the shares.
11/01/17
BERN
11/01/17
NO CHANGE
Target $9
BERN
Underperform
Under Armour price target lowered to $9 from $14 at Bernstein
Bernstein analyst Jamie Merriman lowered his price target for Under Armour to $9 from $14 following Q3 results. The analyst reiterates an Underperform rating on the shares.
11/01/17
11/01/17
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. General Motors (GM) downgraded to Neutral from Buy at Nomura Instinet with analyst Anindya Das citing "limited scope" for raising his estimates much higher given the competitive landscape in the North American market. 2. Under Armour (UAA, UA) was downgraded to Hold from Buy at SunTrust and to Sell from Hold at Canaccord. 3. Alaska Air (ALK) and JetBlue (JBLU) were downgraded to Neutral from Overweight at JPMorgan, while United Continental (UAL) and Spirit Airlines (SAVE) were downgraded to Underweight from Neutral. 4. Check Point (CHKP) was downgraded to Equal Weight from Overweight at Stephens, to Neutral from Buy at BTIG, and to Market Perform from Outperform at Cowen. 5. Goodyear Tire (GT) downgraded to Neutral from Buy at Guggenheim with analyst Emmanuel Rosner saying he sees additional downside at current levels due to concerns "deep share losses and margin erosion" could continue given the increasingly competitive tire market. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/01/17
KEYB
11/01/17
NO CHANGE
Target $20
KEYB
Overweight
Under Armour hard reset to drive profitable business long-term, says KeyBanc
KeyBanc analyst Edward Yruma notes that the depth of Under Armour's tactical and channel issues were more significant than he expected, but he thinks the hard reset will drive a more profitable business long-term. The analyst believes that a turnaround is likely to be measured over a multi-year, instead of a multi-quarter, period. He reiterates an Overweight rating $20 price target on the shares.
UA Under Armour; also tag UAA
$10.59

-0.25 (-2.31%)

11/01/17
ADAM
11/01/17
DOWNGRADE
Target $8
ADAM
Sell
Under Armour downgraded to Sell at Canaccord
As previously reported, Canaccord analyst Camilo Lyon downgraded Under Armour to Sell from Hold as he believes the path to re-accelerating revenue growth and EBIT margin recovery will not manifest until 2019 at the earliest. The analyst believes the long-term solutions the company requires prohibit it from making quick changes to stabilize the business. Lyon lowered his price target to $8 from $15 on Under Armour shares.
11/01/17
DBAB
11/01/17
NO CHANGE
Target $11
DBAB
Sell
Under Armour price target lowered to $11 from $14 at Deutsche Bank
Deutsche Bank analyst Paul Trussell lowered his price target for Under Armour (UAA) shares to $11 and reiterates a Sell rating on the shares. Yesterday's Q3 results and "weak" Q4 guidance suggest the size of the "revenue/distribution hurdles" are larger than expected, Trussell tells investors in a research note. The analyst reduced his fiscal 2018 earnings estimates by 50% and continues to see downside risks to numbers.
11/01/17
RHCO
11/01/17
DOWNGRADE
Target $14
RHCO
Hold
Under Armour downgraded to Hold from Buy at SunTrust
SunTrust analyst Pamela Quintiliano downgraded Under Armour to Hold from Buy and cut her price target to $14 from $25 after Q3 results. Quintiliano says the inventory turn has been pushed back by at least several quarters amid a challenging domestic wholesale market with strong negative external headwinds that include a slowdown in the athletic category and a shift in trends toward lifestyle. The analyst also lists worsening traffic and lower demand as disappointments in the latest earnings report.
TMUS T-Mobile
$58.91

0.61 (1.05%)

10/19/17
10/19/17
DOWNGRADE
Target $8

Neutral
Sprint downgraded to Neutral on minmal deal premium at Macquarie
As previously reported, Macquarie downgraded Sprint (T) to Neutral from Outperform with an $8 price target. Analyst Amy Young said a T-Mobile (TMUS) merger with Sprint could be imminent, but preliminary deal terms are not as attractive as she initially expected, especially speculation SoftBank may be willing to accept market price in an all-equity deal. Young sees Sprint upside as limited and the competitive landscape picking up into 2018 with the current iPhone cycle.
10/26/17
OPCO
10/26/17
NO CHANGE
Target $75
OPCO
Outperform
T-Mobile/Sprint merger announcement may be imminent, says Oppenheimer
Oppenheimer analyst Timothy Horan says T-Mobile (TMUS) has reported a "strong" quarter and a T-Mobile/Sprint (S) merger announcement is likely after earnings, and could come sooner. The analyst reiterates an Outperform rating and $75 price target on T-Mobile's shares.
10/31/17
GSCO
10/31/17
NO CHANGE
GSCO
Goldman Sachs says to buy T-Mobile on buyback opportunity
Goldman analyst Brett Feldman said conflicting media reports yesterday created uncertainty over the potential merger of T-Mobile (TMUS) and Sprint (S). Feldman revisited his standalone thesis on T-Mobile saying it is one of the most attractively valued capital return stories in the US communications sector and believes the company could repurchase as much as 77% of its current market cap over the next five years. Management has indicated it could be in a position to commence share repurchases as soon as 2018, which could drive material valuation upside, the analyst wrote. Feldman said the pullback has crated an attractive buying opportunity to add to positions and reiterates his Conviction Buy rating.
10/24/17
JEFF
10/24/17
NO CHANGE
Target $83
JEFF
Buy
Jefferies sees upside in T-Mobile with or without Sprint deal
Jefferies analyst Scott Goldman believes upside remains in shares of T-Mobile US (TMUS) with or without a Sprint (S) merger. The analyst says T-Mobile's Q3 results indicate its "strong profitability" continues. He boosted his price target for the shares to $83 from $80 and keeps a Buy rating on the name.
S Sprint
$6.67

0.24 (3.73%)

10/19/17
10/19/17
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. Nike (NKE) downgraded to Neutral from Buy at Goldman Sachs with analyst Lindsay Drucker Mann saying shares will trade in a range as Nike works through excess inventory in the U.S. and next week's investor day is unlikely to be a positive catalyst. 2. Sprint (S) downgraded to Neutral from Outperform at Macquarie with analyst Amy Young saying a T-Mobile (TMUS) merger with Sprint could be imminent, but preliminary deal terms are not as attractive as she initially expected, especially speculation SoftBank (SFTBY) may be willing to accept market price in an all-equity deal. 3. Hain Celestial (HAIN) downgraded to Market Perform from Outperform at BMO Capital with analyst Amit Sharma saying valuation reflects a challenging operating environment. 4. Allergan (AGN) downgraded to Neutral from Buy at Mizuho. 5. MAA (MAA) downgraded to Market Perform from Outperform at JMP Securities with analyst Aaron Hecht saying shares are fairly valued as they approach his previous price target of $110. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
ATUS Altice USA
$22.59

-1.91 (-7.80%)

08/09/17
TLSY
08/09/17
UPGRADE
TLSY
Outperform
Altice could pay between $434 to $501 per share for Charter, says Telsey
As previously reported, Telsey Advisory upgraded Charter (CHTR) to Outperform from Market Perform and raised its price target to $450 from $340. Analyst Thomas Egan estimates Altice USA (ATUS) could pay between $434 to $501 per share for Charter and for shares to trade at a material discount during a regulatory review, but ultimately expects a deal to be approved.
08/14/17
SBSH
08/14/17
NO CHANGE
SBSH
Comcast, Altice USA could jointly bid for Charter, says Citi
Citi analyst Jason Bazinet presented a scenario to investors this morning where Comcast (CMCSA) and Altice USA (ATUS) put in a joint bid for Charter Communications (CHTR). He assumes Charter receives a $450 per share bid. The stock on Friday closed down $4.19 to $394.49. In this scenario, the analyst sees Altice's equity rising 10% and Comcast trading flat. Bazinet has Buy ratings on all three names.
09/15/17
GUGG
09/15/17
DOWNGRADE
GUGG
Neutral
Altice USA downgraded to Neutral from Buy at Guggenheim
10/31/17
10/31/17
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. Ollie's Bargain Outlet (OLLI) initiated with an Overweight at Stephens. 2. Switch (SWCH) initiated with an Outperform at William Blair, Credit Suisse, and BMO Capital, an Overweight at JPMorgan, a Buy at BTIG, a Market Perform at Raymond James and Wells Fargo, a Neutral at Citi and Goldman Sachs, as well as a Hold at Jefferies. 3. iRadimed (IRMD) reinitiated with a Buy at Roth Capital. 4. Northstar Realty Europe (NRE) initiated with a Buy at FBR Capital. 5. Altice USA (ATUS) initiated with an Overweight at Atlantic Equities. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
SFTBF SoftBank
$91.40

2.3 (2.58%)

09/29/17
09/29/17
NO CHANGE

SoftBank eyes acquisitions to create $300B asset-management arm, Bloomberg says
SoftBank Group (SFTBF) is looking at further acquisitions in the financial sector in an effort to establish a $300B asset management arm that would include its $93B Vision Fund over the next four to five years, Bloomberg reports, citing people familiar with the matter. SoftBank, which agreed to acquire Fortress Investment Group (FIG) for $3.3B in February, is mulling investments in the space such as acquiring traditional investment firms or taking stakes in major private equity shops like KKR (KKR). Reference Link
10/19/17
BERN
10/19/17
INITIATION
BERN
Outperform
SoftBank initiated with an Outperform at Bernstein
Bernstein analyst Chris Lane started SoftBank with an Outperform rating as he believes the company has a "bright future."
10/18/17
WELS
10/18/17
NO CHANGE
WELS
Wells Fargo 'surprised' tower stocks didn't react to SoftBank news
After it was reported that SoftBank (SFTBF) and Australian real estate company Lendlease formed a joint venture to purchase 8,000 cell tower sites in the U.S., Wells Fargo analyst Jennifer Fritzsche said she was "surprised" that tower company stocks did not react to this news. She had already thought if a T-Mobile (TMUS) and Sprint (S) merger deal was followed by T-Mobile CTO Neville Ray talking about network savings that the tower stocks "could take a hit," and this news may have given him "a much bigger arrow" in that quiver, she tells investors. Publicly traded tower companies include American Tower (AMT), Crown Castle (CCI) and SBA (SBAC).
10/18/17
KEYB
10/18/17
NO CHANGE
KEYB
KeyBanc says Softbank JV won't compete with primary business of tower operators
KeyBanc said it does not view Softbank's (SFTBF) joint venture with Australia's Lendlease as competitive to the tower operators' primary business, noting that the venture is likely to focus on rooftop sites in urban markets, but tower businesses generate the vast majority of their revenue on sites located outside urban areas. Publicly traded tower companies include American Tower (AMT), Crown Castle (CCI) and SBA (SBAC).

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New York Times

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News Corp.

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21st Century Fox

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Netflix

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0.13 (0.06%)

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Netflix

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Apple

$178.46

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Airbus

$28.43

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Airbus

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Boeing

$337.73

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VZ

Verizon

$51.91

0.36 (0.70%)

NYT

New York Times

$21.90

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TWX

Time Warner

$93.36

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DIS

Disney

$110.59

0.17 (0.15%)

TIME

Time Inc.

$18.55

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AMZN

Amazon.com

$1,294.58

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BAC

Bank of America

$31.72

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Goldman Sachs

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BK

BNY Mellon

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WLKP

Westlake Chemical Partners

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Monsanto

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DLTR

Dollar Tree

$114.73

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Celanese

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LyondellBasell

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TSE

Trinseo

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EYE

National Vision

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E-Trade

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LPL Financial

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SCHW

Charles Schwab

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ADS

Alliance Data

$261.82

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Fiserv

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FleetCor

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Blackhawk

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MasTec

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CME

CME Group

$154.28

2.07 (1.36%)

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Citi

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Bank of America

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Credit Suisse

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Morgan Stanley

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1.69 (0.90%)

, BAYRY

Bayer

$32.05

0.235 (0.74%)

04:55
01/20/18
01/20
04:55
01/20/18
04:55
Conference/Events
American Society of Clinical Oncology to hold a symposium »

2018 ASCO…

AMGN

Amgen

$189.28

1.69 (0.90%)

BAYRY

Bayer

$32.05

0.235 (0.74%)

BLRX

BioLineRx

$1.09

-0.02 (-1.80%)

BMY

Bristol-Myers

$62.28

0.45 (0.73%)

CELG

Celgene

$102.65

0.93 (0.91%)

DNA

Bought by RHHBY

ESALY

Eisai

$56.88

0.115 (0.20%)

EXEL

Exelixis

$28.00

0.14 (0.50%)

HALO

Halozyme

$17.98

0.13 (0.73%)

INCY

Incyte

$93.16

1.24 (1.35%)

IPSEY

Ipsen

$34.65

0.75 (2.21%)

LXRX

Lexicon

$10.44

0.2 (1.95%)

MGNX

MacroGenics

$19.19

0.3 (1.59%)

MRK

Merck

$61.28

0.15 (0.25%)

NVS

Novartis

$86.94

0.53 (0.61%)

SNY

Sanofi

$44.60

0.09 (0.20%)

ONCY

Oncolytics

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WLFC

Willis Lease

$26.66

0.05 (0.19%)

18:59
01/19/18
01/19
18:59
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18:59
Hot Stocks
Willis Lease announces $1,000 bonus for employees »

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DPS

Dr Pepper Snapple

$96.35

1.03 (1.08%)

18:13
01/19/18
01/19
18:13
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18:13
Hot Stocks
Dr Pepper to become official sponsor of esports team TSM »

Dr Pepper announced it is…

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RCII

Rent-A-Center

$11.70

0.09 (0.78%)

17:53
01/19/18
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17:53
Hot Stocks
Vintage Capital in standstill pact with Rent-A-Center »

On January 17, Vintage…

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AR

Antero Resources

$18.74

-0.59 (-3.05%)

17:44
01/19/18
01/19
17:44
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17:44
Recommendations
Antero Resources analyst commentary at MUFG »

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T

AT&T

$37.21

0.06 (0.16%)

, TWX

Time Warner

$93.36

0.39 (0.42%)

17:44
01/19/18
01/19
17:44
01/19/18
17:44
Periodicals
AT&T requesting docs from companies in Time Warner deal hearing, Reuters says »

AT&T (T) is…

T

AT&T

$37.21

0.06 (0.16%)

TWX

Time Warner

$93.36

0.39 (0.42%)

VZ

Verizon

$51.91

0.36 (0.70%)

CMCSA

Comcast

$42.50

0.65 (1.55%)

CMCSK

Comcast

DISH

Dish

$45.26

0.1 (0.22%)

CHTR

Charter

$366.05

0.8 (0.22%)

DIS

Disney

$110.59

0.17 (0.15%)

VIA

Viacom

$39.20

-0.5 (-1.26%)

VIAB

Viacom

$33.36

-0.59 (-1.74%)

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GRPN

Groupon

$5.57

0.46 (9.00%)

17:44
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01/19
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17:44
Hot Stocks
Groupon announces Chief Product Officer Jay Sullivan resigns »

On January 17, Jay…

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CELG

Celgene

$102.65

0.93 (0.91%)

17:41
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01/19
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Celgene's Abraxane exceeds primary endpoint target in pancreatic cancer trial »

Celgene announced primary…

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VALU

Value Line

$19.60

0.3 (1.55%)

17:40
01/19/18
01/19
17:40
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17:40
Hot Stocks
Value Line reaffirms $3M stock repurchase program »

The Board of Directors…

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VALU

Value Line

$19.60

0.3 (1.55%)

17:39
01/19/18
01/19
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Hot Stocks
Value Line declares special dividend of 20c per share »

Payable on March 9 to…

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ZEAL

Zealand Pharma

$15.05

-0.78 (-4.93%)

17:34
01/19/18
01/19
17:34
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17:34
Hot Stocks
Zealand Pharma: FDA approves IND for Phase 3 trials of dasiglucagon in CHI »

The U.S. FDA has approved…

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GNMSF

Genmab

$190.75

2.75 (1.46%)

, JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

17:29
01/19/18
01/19
17:29
01/19/18
17:29
Hot Stocks
Genmab says FDA grants priority review for daratumumab »

Genmab (GNMSF) announced…

GNMSF

Genmab

$190.75

2.75 (1.46%)

JNJ

Johnson & Johnson

$147.36

0.44 (0.30%)

03/08/13
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HII

Huntington Ingalls

$242.12

5.24 (2.21%)

17:21
01/19/18
01/19
17:21
01/19/18
17:21
Hot Stocks
Huntington Ingalls awarded $125.2M government contract modification »

Huntington Ingalls Inc. -…

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BAESY

BAE Systems

$33.30

0.18 (0.54%)

, GD

General Dynamics

$209.10

1.3 (0.63%)

17:20
01/19/18
01/19
17:20
01/19/18
17:20
Hot Stocks
BAE Systems, General Dynamics awarded $237.6M government contract modification »

BAE Systems (BAESY) San…

BAESY

BAE Systems

$33.30

0.18 (0.54%)

GD

General Dynamics

$209.10

1.3 (0.63%)

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SYRS

Syros Pharmaceuticals

$10.80

0.27 (2.56%)

17:17
01/19/18
01/19
17:17
01/19/18
17:17
Syndicate
Breaking Syndicate news story on Syros Pharmaceuticals »

Syros Pharmaceuticals…

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WTFC

Wintrust Financial

$87.81

0.96 (1.11%)

17:13
01/19/18
01/19
17:13
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17:13
Hot Stocks
Wintrust Financial raises its minimum wage to $15 per hour »

Wintrust Financial…

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TWTR

Twitter

$23.66

-0.38 (-1.58%)

17:07
01/19/18
01/19
17:07
01/19/18
17:07
Hot Stocks
Twitter says has identified more IRA and automated Russia-based accounts »

In a statement on its…

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