Breaking News Instant updates and real-time market news.

CERN

Cerner

$66.68

0.95 (1.45%)

, AMZN

Amazon.com

$1,139.49

13.18 (1.17%)

14:26
11/22/17
11/22
14:26
11/22/17
14:26

Cerner/AWS partnership would be complementary, synergistic, says Piper Jaffray

Commenting on CNBC's report that Amazon Web Services (AMZN) CEO Andy Jassy plans to announce a partnership with Cerner (CERN) to offer population health predictive analytics to providers, Piper Jaffray analyst Sean Wieland says that if they can overcome patient privacy risks, the partnership will be complementary and synergistic. Further, the analyst believes the deal would also validate Cerner as a market leader in Electronic Health Records. Wieland reiterates an Overweight rating and $70 price target on Cerner's shares.

CERN

Cerner

$66.68

0.95 (1.45%)

AMZN

Amazon.com

$1,139.49

13.18 (1.17%)

  • 28

    Nov

  • 18

    Mar

CERN Cerner
$66.68

0.95 (1.45%)

10/31/17
10/31/17
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 Argus with analyst Joseph Bonner saying Microsoft is positioned to grow its commercial revenue within its "massive" commercial user base. 2. Cerner (CERN) upgraded to Outperform from Neutral at Baird with analyst Matthew Gillmor citing improved sentiment, expectations for revenue and earnings growth acceleration, and its discounted valuation. 3. Cabot Oil & Gas (COG) upgraded to Buy from Hold at Johnson Rice. 4. Merck (MRK) upgraded to Hold from Underperform at Jefferies with analyst Jeffrey Holford saying the sharp decline in the shares over the past few trading days has removed much of the downside. 5. Simpson Manufacturing (SSD) was upgraded to Outperform from Neutral at Baird and to Buy from Neutral at DA Davidson. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/02/17
RBCM
11/02/17
DOWNGRADE
Target $74
RBCM
Outperform
Cerner downgraded to Outperform from Top Pick at RBC Capital
RBC Capital analyst George Hill downgraded Cerner to Outperform from Top Pick and lowered his price target to $74 from $84 after a "disappointing" Q3 result and FY18 guidance. Hill notes a bookings miss as a result of some of the deals falling out of Q3 and into Q4. The analyst also sees the initial FY18 EPS implying only 6% growth at the high end.
11/22/17
STFL
11/22/17
NO CHANGE
STFL
Hold
Amazon pact, as described, would be incremental positive for Cerner, says Stifel
Stifel analyst David Grossman noted the CNBC report claiming that Cerner (CERN) and Amazon Web Services (AMZN) will announce an expanded partnership next week focused on Cerner's population health offering. Such an agreement would allow Cerner to leverage AWS' global reach and technology to scale this business, which is still relatively small but is perceived to be one of the more important and faster growing industry segments, Grossman tells investors. A "much more significant opportunity" would be for Cerner to reduce implementation times and reduce the capital intensity of its business by partnering with a hyperscale cloud provider, like Amazon, added Grossman, who keeps a Hold rating on Cerner shares.
11/22/17
RBCM
11/22/17
NO CHANGE
Target $74
RBCM
Outperform
Cerner can add credibility with expanded Amazon parternership, says RBC Capital
RBC Capital analyst George Hill commented on the CNBC report that Amazon (AMZN) and Cerner (CERN) will soon announce an expanded partnership focused on Cerner's population health management solution, stating that he thinks the deal would give the company even more credibility when trying to sell its outsourcing or hosting services to large health system clients. The analyst, who doesn't see Amazon getting into the provider interface business near to medium term, doesn't view the deal as a meaningful threat to Cerner, he adds. Hill maintains an Outperform rating and $74 price target on Cerner shares.
AMZN Amazon.com
$1,139.49

13.18 (1.17%)

11/22/17
BERN
11/22/17
NO CHANGE
Target $87
BERN
Market Perform
Dollar Tree price target raised to $87 from $78 at Bernstein
Bernstein analyst Brandon Fletcher raised his price target for Dollar Tree (DLTR) to $87 from $78 after the company put up another "incredibly strong quarter." The analyst reiterates a Market Perform rating on the shares, saying that he will remain in the sidelines until Amazon (AMZN) risk seems milder.
11/22/17
NEED
11/22/17
NO CHANGE
Target $86
NEED
Buy
Walgreens Boots Alliance price target lowered to $86 from $94 at Needham
Needham analyst Kevin Caliendo lowered his price target on Walgreens (WBA) to $86, reflecting risk-adjustment from the overhang related to Amazon's (AMZN) pending decision on entering the pharmacy business. The analyst keeps his Buy rating, saying investors may not appreciate the bounce in the company's U.S. retail margin driven in part by the growth of the beauty differentiation program rollout that is still in its early stages.

TODAY'S FREE FLY STORIES

KR

Kroger

$26.33

-0.25 (-0.94%)

08:07
12/13/17
12/13
08:07
12/13/17
08:07
Hot Stocks
Kroger and International Brotherhood of Teamsters ratify pension fund agreement »

Kroger and International…

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

See Street Research during your Free Trial

  • 13

    Dec

  • 14

    Dec

MANT

ManTech

$49.91

-0.04 (-0.08%)

08:07
12/13/17
12/13
08:07
12/13/17
08:07
Hot Stocks
ManTech appoints George Pedersen as CEO »

ManTech announced that…

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

See Street Research during your Free Trial

NXPI

NXP Semiconductors

$115.64

-0.2 (-0.17%)

, QCOM

Qualcomm

$64.86

-0.32 (-0.49%)

08:05
12/13/17
12/13
08:05
12/13/17
08:05
Hot Stocks
Breaking Hot Stocks news story on NXP Semiconductors, Qualcomm »

Elliott's UBS report…

NXPI

NXP Semiconductors

$115.64

-0.2 (-0.17%)

QCOM

Qualcomm

$64.86

-0.32 (-0.49%)

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

See Street Research during your Free Trial

  • 06

    Mar

DRRX

Durect

$0.98

-0.0259 (-2.56%)

08:04
12/13/17
12/13
08:04
12/13/17
08:04
Hot Stocks
Durect announces NDA acceptance of Indivior's RBP-7000 risperidone monthly depot »

Durect announced that…

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

See Street Research during your Free Trial

CHFS

CHF Solutions

$3.58

-0.22 (-5.79%)

08:04
12/13/17
12/13
08:04
12/13/17
08:04
Hot Stocks
CHF Solutions signs distribution, services agreement with TRANSMEDIC »

CHF Solutions announced…

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

See Street Research during your Free Trial

FATE

Fate Therapeutics

$4.44

0.295 (7.13%)

08:04
12/13/17
12/13
08:04
12/13/17
08:04
Syndicate
Fate Therapeutics 9.525M share Spot Secondary priced at $4.20 »

The deal size was…

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

See Street Research during your Free Trial

  • 14

    Dec

  • 13

    Dec

CAPR

Capricor Therapeutics

$1.60

-0.1 (-5.88%)

08:03
12/13/17
12/13
08:03
12/13/17
08:03
Hot Stocks
Capricor Therapeutics announces issuance of key patent on exosome technology »

Capricor Therapeutics…

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

See Street Research during your Free Trial

MFIN

Medallion Financial

$3.14

0.04 (1.29%)

08:03
12/13/17
12/13
08:03
12/13/17
08:03
Hot Stocks
Medallion Bank closes sale of $127M in consumer loan recievables »

Medallion Financial…

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

See Street Research during your Free Trial

NXPI

NXP Semiconductors

$115.64

-0.2 (-0.17%)

, QCOM

Qualcomm

$64.86

-0.32 (-0.49%)

08:01
12/13/17
12/13
08:01
12/13/17
08:01
Hot Stocks
Elliott: UBS report supports view that NXP's value in excess of Qualcomm offer »

Elliott Advisors, which…

NXPI

NXP Semiconductors

$115.64

-0.2 (-0.17%)

QCOM

Qualcomm

$64.86

-0.32 (-0.49%)

AVGO

Broadcom

$258.70

-1.25 (-0.48%)

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

See Street Research during your Free Trial

  • 09

    Jan

  • 09

    Jan

  • 06

    Mar

HXL

Hexcel

$60.98

1.64 (2.76%)

08:01
12/13/17
12/13
08:01
12/13/17
08:01
Recommendations
Hexcel analyst commentary  »

Hexcel price target…

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

See Street Research during your Free Trial

CTLT

Catalent

$39.54

-0.2 (-0.50%)

08:00
12/13/17
12/13
08:00
12/13/17
08:00
Initiation
Catalent initiated  »

Catalent initiated with…

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

See Street Research during your Free Trial

08:00
12/13/17
12/13
08:00
12/13/17
08:00
General news
Oil Action: NYMEX crude »

Oil Action: NYMEX crude…

TSM

TSMC

$39.30

-0.07 (-0.18%)

07:57
12/13/17
12/13
07:57
12/13/17
07:57
Periodicals
TSMC chairman says HPC chip demand remains strong, DigiTimes reports »

TSMC (TSM) chairman…

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

See Street Research during your Free Trial

KR

Kroger

$26.33

-0.25 (-0.94%)

07:56
12/13/17
12/13
07:56
12/13/17
07:56
Conference/Events
Kroger management to meet with Deutsche Bank »

Field trip to company…

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

See Street Research during your Free Trial

  • 13

    Dec

  • 14

    Dec

ST

Sensata

$51.66

3.76 (7.85%)

07:55
12/13/17
12/13
07:55
12/13/17
07:55
Recommendations
Sensata analyst commentary  »

Sensata price target…

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

See Street Research during your Free Trial

CTL

CenturyLink

$15.70

-0.17 (-1.07%)

, FTR

Frontier Communications

$10.05

-0.01 (-0.10%)

07:55
12/13/17
12/13
07:55
12/13/17
07:55
Recommendations
CenturyLink, Frontier Communications, Windstream analyst commentary  »

Morgan Stanley says…

CTL

CenturyLink

$15.70

-0.17 (-1.07%)

FTR

Frontier Communications

$10.05

-0.01 (-0.10%)

WIN

Windstream

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

See Street Research during your Free Trial

UNM

Unum Group

$56.40

-0.25 (-0.44%)

07:55
12/13/17
12/13
07:55
12/13/17
07:55
Conference/Events
Unum Group to host investor day »

Investor meeting to be…

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

See Street Research during your Free Trial

  • 13

    Dec

HON

Honeywell

$153.74

0.53 (0.35%)

07:55
12/13/17
12/13
07:55
12/13/17
07:55
Conference/Events
Honeywell to hold a conference call »

Management provides 2018…

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

See Street Research during your Free Trial

  • 13

    Dec

JLL

Jones Lang LaSalle

$149.76

0.56 (0.38%)

07:55
12/13/17
12/13
07:55
12/13/17
07:55
Conference/Events
Jones Lang LaSalle to host investor day »

Investor Day to be held…

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

See Street Research during your Free Trial

  • 13

    Dec

AAPL

Apple

$171.70

-0.97 (-0.56%)

07:52
12/13/17
12/13
07:52
12/13/17
07:52
Periodicals
Apple hires Matthys, Grazier for business affairs on content team, Variety says »

Apple has hired Philip…

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

See Street Research during your Free Trial

AMTD

TD Ameritrade

$52.69

0.61 (1.17%)

07:51
12/13/17
12/13
07:51
12/13/17
07:51
Syndicate
TD Ameritrade 27.7M share Spot Secondary priced at $51.50 »

Goldman Sachs acted as…

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

See Street Research during your Free Trial

HUBS

HubSpot

$82.70

-0.7 (-0.84%)

07:50
12/13/17
12/13
07:50
12/13/17
07:50
Conference/Events
HubSpot management to meet with Needham »

Meeting to be held in Los…

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

See Street Research during your Free Trial

  • 14

    Dec

  • 15

    Dec

VZ

Verizon

$53.19

1.35 (2.60%)

07:50
12/13/17
12/13
07:50
12/13/17
07:50
Conference/Events
Verizon management to meet with Deutsche Bank »

Meeting to be held in New…

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

See Street Research during your Free Trial

  • 13

    Dec

CRL

Charles River

$104.57

0.67 (0.64%)

07:50
12/13/17
12/13
07:50
12/13/17
07:50
Initiation
Charles River initiated  »

Charles River initiated…

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

See Street Research during your Free Trial

PAY

Verifone

$18.47

0.28 (1.54%)

07:50
12/13/17
12/13
07:50
12/13/17
07:50
Technical Analysis
Technical View: Verifone falls after earnings and outlook disappoint »

In premarket trading the…

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

See Street Research during your Free Trial

  • 14

    Dec

Get Full Fly Access

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