Breaking News Instant updates and real-time market news.

WMT

Wal-Mart

$96.77

0.15 (0.16%)

, AMZN

Amazon.com

$1,193.60

-2.23 (-0.19%)

08:17
11/29/17
11/29
08:17
11/29/17
08:17

Wal-Mart upgraded to Sector Perform at RBC Capital on investment prospects

As reported earlier, RBC Capital analyst Scot Ciccarelli upgraded Wal-Mart (WMT) to Sector Perform from Underperform and raised his price target to $96 from $92. Ciccarelli says the company's earnings growth will remain suppressed by a multi-year investment cycle, but it will ultimately come out as a "true competitor" to Amazon (AMZN). The analyst says the rating change is specifically driven by recognition of Wal-Mart's progress in upgrading its store environment and labor model as well as the vast improvements made in its e-commerce capabilities which helped generate 13 consecutive quarters of positive comps and 12 quarters of positive traffic.

WMT

Wal-Mart

$96.77

0.15 (0.16%)

AMZN

Amazon.com

$1,193.60

-2.23 (-0.19%)

  • 29

    Nov

  • 20

    Feb

  • 18

    Mar

WMT Wal-Mart
$96.77

0.15 (0.16%)

11/24/17
RHCO
11/24/17
NO CHANGE
RHCO
American Eagle, Old Navy look like holiday 'winners' based on SunTrust checks
SunTrust analyst Pamela Quintiliano said the mall she visited during her Thanksgiving checks was the most crowded she has seen on the holiday in years and that American Eagle (AEO) and Gap's (GPS) Old Navy appeared to be "winners" as they consistently had the longest register lines. Among big box retailers visited, Wal-Mart (WMT) and Kohl's (KSS) had more activity than others, added Quintiliano.
11/27/17
KEYB
11/27/17
NO CHANGE
KEYB
Rapid erosion in physical stores may be abating, says KeyBanc
KeyBanc's research consumer team says that while online remains the key avenue for growth, the rapid erosion in physical store sales may be abating. The analyst noted that strong store checks reinforce their thesis that apparel is back, with the strongest traffic at Urban Outfitters (URBN) and lululemon (LULU). Meanwhile, Wal-Mart (WMT) was able to eschew wrist bands and had solid inventory of doorbusters, while Gap (GPS) saw strong traffic at Old Navy, they contend. Additionally, KeyBanc's team says its channel checks suggest Best Buy (BBY) continues to gain share and drove healthy traffic, while Bed Bath & Beyond (BBBY) offered slightly more aggressive, but still uninspiring, undifferentiated promotions. Moreover, they believe Conn's (CONN) maintains momentum with its credit offering, credit improvement story, and the recovery in the Hurricane Harvey impacted markets. Checks also revealed solid Beauty positioning, with Ulta Beauty (ULTA) as a winner with strong holiday positioning and good traffic on Thursday/Friday, the analysts added.
11/27/17
LEER
11/27/17
NO CHANGE
Target $280
LEER
Outperform
Cigna most likely acquirer of Humana in any potential transaction, says Leerink
Leerink analyst Ana Gupte notes that a Change of Control 8-K filed by Humana (HUM) suggests that the company is a possible take-out target after the Medicare Advantage Annual Enrollment Season, though the company maintains that this is a needed refresh with broader policy guidelines, rather than individually driven. The analyst sees Cigna (CI) as the most likely acquirer in any potential transaction and able to offer as much as 6% accretion in year 2 and 12% in year 3 post close. However, Anthem (ANTM) and even Wal-Mart (WMT) or Walgreens Boots Alliance (WBA) could be other dark horse acquirers, she contends. Gupte expects that Cigna would need to divest its legacy Health Spring MA assets to satisfy anti-trust regulators, with multiple possible buyers for the assets including WellCare (WCG), Aetna (AET) and Anthem. The analyst reiterates an Outperform rating and $280 price target on Humana shares.
11/29/17
RBCM
11/29/17
UPGRADE
RBCM
Sector Perform
Wal-Mart upgraded to Sector Perform from Underperform at RBC Capital
AMZN Amazon.com
$1,193.60

-2.23 (-0.19%)

11/28/17
BERN
11/28/17
NO CHANGE
BERN
Grocery sales on Alibaba, JD.com are nine times Amazon's, says Bernstein
Bernstein analyst Bruno Monteyne notes that absolute grocery sales on Alibaba (BABA) and JD.com (JD) are nine times the grocery sales on Amazon.com (AMZN). China's speed is explained by a lack of legacy, as the country never developed big-box retailing, he adds. Further, Monteyne points out that Alibaba's approach has led to an asset light form of e-grocery, contrasting with the very asset-heavy approach taken by Amazon.
11/28/17
STFL
11/28/17
NO CHANGE
STFL
Atlas Air takeover by Amazon unlikely, says Stifel
Stifel analyst David Ross notes there has been speculation in the market of a takeover of Atlas Air Worldwide (AAWW) by Amazon.com (AMZN). The analyst sees an outright buyout of the company as unlikely. However, Ross sees a "real possibility" of Amazon extending its contract with Atlas beyond the initial order of 20 planes. He reiterates a Buy rating on the shares. Atlas Air shares are up 2% to $56.00 in afternoon trading. The analyst on November 8 upgraded the aircraft services outsourcer to Buy with a $69 price target.
11/29/17
KEYB
11/29/17
NO CHANGE
KEYB
Strong attendance at Amazon conference reinforces AWS leading position, says KeyBanc
KeyBanc analyst Brent Bracelin notes that Amazon (AMZN) kicked off its flagship cloud user conference with a Partner Summit highlighted by further enterprise integration with VMware (VMW). The analyst expects news flow to pick up materially into the keynotes on Wednesday and Thursday mornings, and says that the strong attendance reinforces AWS market leading position as the largest cloud platform in IaaS/PaaS.
11/29/17
WEDB
11/29/17
NO CHANGE
Target $32
WEDB
Underperform
Amazon allows deeper TV discounting at Best Buy, says Wedbush
Wedbush analyst Michael Pachter notes that online checks suggest that Best Buy (BBY) undercut Amazon (AMZN) on TV pricing throughout the Thanksgiving Holiday period, with deals continuing at Best Buy after Cyber Monday, while Amazon surprised him by raising prices. Additionally, the analyst believes Best Buy's Q4 comps guidance is more realistic, due to "Amazon's mercy." He reiterates an Underperform rating and $32 price target on Best Buy's shares.

TODAY'S FREE FLY STORIES

NFLX

Netflix

$190.12

0.56 (0.30%)

, DIS

Disney

$111.27

0.7 (0.63%)

20:03
12/17/17
12/17
20:03
12/17/17
20:03
Hot Stocks
On The Fly: Top five weekend stock stories »

Catch up on the…

NFLX

Netflix

$190.12

0.56 (0.30%)

DIS

Disney

$111.27

0.7 (0.63%)

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

FOX

21st Century Fox

MSGN

MSG Networks

$19.80

0.05 (0.25%)

AMCX

AMC Networks

$55.33

1.16 (2.14%)

VIAB

Viacom

$30.24

0.53 (1.78%)

VIA

Viacom

$34.40

0.25 (0.73%)

XOM

Exxon Mobil

$83.03

0.13 (0.16%)

ONCE

Spark Therapeutics

$46.37

1.16 (2.57%)

ALK

Alaska Air

$70.83

1.44 (2.08%)

ORCL

Oracle

$48.30

-1.89 (-3.77%)

HUM

Humana

$253.64

3.03 (1.21%)

KND

Kindred Healthcare

$8.60

0.45 (5.52%)

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

  • 12

    Jan

  • 08

    Feb

  • 08

    Feb

CME

CME Group

$151.07

0.65 (0.43%)

19:31
12/17/17
12/17
19:31
12/17/17
19:31
Periodicals
CME becomes second exchange to launch bitcoin futures, Reuters says »

CME Group became 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

SPPI

Spectrum

$19.04

0.38 (2.04%)

19:10
12/17/17
12/17
19:10
12/17/17
19:10
Hot Stocks
Spectrum Pharmaceuticals terminates Rajesh Shrotriya from CEO position »

Spectrum Pharmaceuticals…

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

SO

Southern Company

$51.31

-0.21 (-0.41%)

18:58
12/17/17
12/17
18:58
12/17/17
18:58
Hot Stocks
Georgia Power expects power to be restored by midnight tonight »

Georgia Power continues…

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

BHP

BHP Billiton

$43.08

0.74 (1.75%)

, XOM

Exxon Mobil

$83.03

0.13 (0.16%)

18:29
12/17/17
12/17
18:29
12/17/17
18:29
Periodicals
BHP, Esso to separately market Gippsland Basin gas, Reuters says »

The Australian…

BHP

BHP Billiton

$43.08

0.74 (1.75%)

XOM

Exxon Mobil

$83.03

0.13 (0.16%)

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

BDRBF

Bombardier

17:48
12/17/17
12/17
17:48
12/17/17
17:48
Hot Stocks
Bombardier wins contract to provide Melbourne high-capacity signaling system »

Bombardier…

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

TWX

Time Warner

$90.25

0.6 (0.67%)

, CMCSA

Comcast

$39.71

0.59 (1.51%)

17:38
12/17/17
12/17
17:38
12/17/17
17:38
Hot Stocks
Box Office Battle: 'Star Wars: The Last Jedi'' opens to $220M in U.S. »

Disney (DIS) and…

TWX

Time Warner

$90.25

0.6 (0.67%)

CMCSA

Comcast

$39.71

0.59 (1.51%)

CMCSK

Comcast

SNE

Sony

$44.84

0.39 (0.88%)

FOX

21st Century Fox

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

LGF.A

Lionsgate

$32.99

0.49 (1.51%)

DIS

Disney

$111.27

0.7 (0.63%)

VIAB

Viacom

$30.24

0.53 (1.78%)

VIA

Viacom

$34.40

0.25 (0.73%)

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

    Feb

  • 08

    Feb

EQIX

Equinix

$457.85

-2.5 (-0.54%)

17:17
12/17/17
12/17
17:17
12/17/17
17:17
Hot Stocks
Equinix announces acquisition of Metronode »

Equinix announced that it…

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

MET

MetLife

$51.41

-1.08 (-2.06%)

17:11
12/17/17
12/17
17:11
12/17/17
17:11
Periodicals
Metlife failed to pay some pensions, Reuters reports »

Metlife failed to pay…

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

  • 12

    Jun

GM

General Motors

$40.95

0.14 (0.34%)

17:06
12/17/17
12/17
17:06
12/17/17
17:06
Periodicals
GM facing $1B reckoning in ignition-switch settlement, WSJ reports »

General Motors faces a…

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

See Street Research during your Free Trial

  • 09

    Jan

  • 16

    Jan

TCEHY

Tencent

$50.31

-0.231 (-0.46%)

, BABA

Alibaba

$173.55

1.8 (1.05%)

16:58
12/17/17
12/17
16:58
12/17/17
16:58
Periodicals
Tencent to buy stake in supermarket chain, Bloomberg reports »

Tencent (TCEHY) to buy a…

TCEHY

Tencent

$50.31

-0.231 (-0.46%)

BABA

Alibaba

$173.55

1.8 (1.05%)

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

AMZN

Amazon.com

$1,179.14

4.88 (0.42%)

16:50
12/17/17
12/17
16:50
12/17/17
16:50
Periodicals
Amazon in talks to acquire Sqrrl, Axios reports »

Amazon is said to be in…

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

See Street Research during your Free Trial

  • 18

    Mar

HUM

Humana

$253.64

3.03 (1.21%)

, KND

Kindred Healthcare

$8.60

0.45 (5.52%)

16:48
12/17/17
12/17
16:48
12/17/17
16:48
Periodicals
Humana in talks to acquire Kindred Healthcare, Reuters reports »

Humana (HUM) is in…

HUM

Humana

$253.64

3.03 (1.21%)

KND

Kindred Healthcare

$8.60

0.45 (5.52%)

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

ORCL

Oracle

$48.30

-1.89 (-3.77%)

16:39
12/17/17
12/17
16:39
12/17/17
16:39
Hot Stocks
Oracle buys Aconex for $1.2B »

Oracle announced that it…

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

CSX

CSX

$52.93

-4.38 (-7.64%)

16:35
12/17/17
12/17
16:35
12/17/17
16:35
Hot Stocks
CSX announces death of CEO E. Hunter Harrison »

CSX issued the following…

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

VRX

Valeant

$19.71

0.03 (0.15%)

16:09
12/17/17
12/17
16:09
12/17/17
16:09
Hot Stocks
Valeant, subsidiary announce early tender results »

Valeant Pharmaceuticals…

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

  • 27

    Dec

  • 18

    Jun

KMF

Kayne Anderson Midstream/Energy Fund

$13.78

0.09 (0.66%)

16:01
12/17/17
12/17
16:01
12/17/17
16:01
Hot Stocks
Kayne Anderson Midstream/Energy Fund announces distribution of 30c per share »

Kayne Anderson…

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

KYN

Kayne Anderson MLP

15:59
12/17/17
12/17
15:59
12/17/17
15:59
Hot Stocks
Kayne Anderson MLP announces distribution of 45c per share for Q4 »

Kayne Anderson MLP…

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

KED

Kayne Anderson Energy

$16.68

-0.01 (-0.06%)

15:56
12/17/17
12/17
15:56
12/17/17
15:56
Hot Stocks
Kayne Anderson Energy announces distribution 40c per share for Q4 »

Kayne Anderson Energy…

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

KYE

Kayne Anderson Energy

$10.19

-0.01 (-0.10%)

15:53
12/17/17
12/17
15:53
12/17/17
15:53
Hot Stocks
Kayne Anderson Energy announces distribution of 25c per share for Q4 »

Kayne Anderson Energy…

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

CSX

CSX

$52.93

-4.38 (-7.64%)

15:18
12/16/17
12/16
15:18
12/16/17
15:18
Hot Stocks
CSX announces death of CEO E. Hunter Harrison »

CSX issued the following…

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

CBOE

CBOE Holdings

$126.37

0.31 (0.25%)

11:22
12/16/17
12/16
11:22
12/16/17
11:22
Periodicals
CBOE should not be treated as 'set and forget,' Barron's says »

Bitcoin futures have…

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

DIS

Disney

$111.27

0.7 (0.63%)

, FOXA

21st Century Fox

$34.99

0.11 (0.32%)

11:17
12/16/17
12/16
11:17
12/16/17
11:17
Periodicals
Disney/Fox 'a murky web of deals within deals,' Barron's says »

Walt Disney's (DIS)…

DIS

Disney

$111.27

0.7 (0.63%)

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

FOX

21st Century Fox

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

ALK

Alaska Air

$70.83

1.44 (2.08%)

10:53
12/16/17
12/16
10:53
12/16/17
10:53
Periodicals
Alaska air should bounce back in 2018, Barron's says »

While shares of Alaska…

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

ONCE

Spark Therapeutics

$46.37

1.16 (2.57%)

10:42
12/16/17
12/16
10:42
12/16/17
10:42
Periodicals
Spark Therapeutics selloff may be overdone, Barron's says »

Spark Therapeutics shares…

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

  • 12

    Jan

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.