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ABC

AmerisourceBergen

$86.77

0.07 (0.08%)

, AMZN

Amazon.com

$1,168.92

6.92 (0.60%)

07:25
12/12/17
12/12
07:25
12/12/17
07:25

Cowen calls AmerisourceBergen best idea for 2018, ups target to $107

Cowen analyst Charles Rhyee says AmerisourceBergen (ABC) is his best idea for 2018. The analyst raised his price target for the shares to $107 from $98 and keeps an Outperform rating on the name. AmerisourceBergen's differentiated pricing strategy will drive outperformance as its multiple expands, Rhyee tells investors in a research note. The analyst thinks investors will realize that the potential threat of Amazon.com (AMZN) is overblown. He also sees tax reform as likely providing substantial benefits to the company's earnings.

ABC

AmerisourceBergen

$86.77

0.07 (0.08%)

AMZN

Amazon.com

$1,168.92

6.92 (0.60%)

  • 18

    Mar

ABC AmerisourceBergen
$86.77

0.07 (0.08%)

11/06/17
NEED
11/06/17
NO CHANGE
Target $86
NEED
Buy
AmerisourceBergen price target lowered to $86 from $93 at Needham
Needham analyst Kevin Caliendo lowered his price target on AmerisourceBergen (ABC) to $86 following Q4 results and initial FY18 guidance. Caliendo says he questions expectations of 3%-5% profit growth amid the management's expectations of increased operating spending. The analyst keeps his Buy rating however, noting that the set-up for FY18 is still appealing, once year-end selling is finished and Amazon's (AMZN) plans on pharmaceutical distribution are disclosed.
11/20/17
11/20/17
NO CHANGE

Amazon disruption of healthcare 'a foregone conclusion,' says Morgan Stanley
Morgan Stanley's U.S. Internet and Healthcare teams collaborated on a report exploring Amazon's (AMZN) entry into healthcare, stating that it will likely take time but that the e-commerce giant's "disruption of healthcare is a foregone conclusion." While retail plays to Amazon's strengths with the highest profits and lowest barriers to entry, retailers like CVS (CVS) and Walgreens (WBA) have the most opportunities to adjust their business models and lower costs to defend against Amazon, the teams tell investors. Medical supply and Life Sciences distribution are "less rich" targets, but look like "low-hanging fruit," the analysts added. Cardinal Health (CAH) has the most exposure via its medical supply distribution segment, said the firm, which downgraded Cardinal to Underweight from Equal Weight, as previously reported. McKesson (MCK) also has some, but less, risk and AmerisourceBergen (ABC), which doesn't distribute medical supplies, remains immune in the near-term, the firm concluded. Others in healthcare distribution facing the most share and/or margin risk from Amazon include Thermo Fisher (TMO), Henry Schein (HSIC) and Patterson (PDCO), the firm added.
11/30/17
JEFF
11/30/17
NO CHANGE
JEFF
Jefferies sees drugstore sentiment improving with no Amazon news
Investors were anticipating an announcement from Amazon.com (AMZN) regarding a pharmacy strategy around Thanksgiving due to recent media reports and the resulting sell-side speculation, Jefferies analyst Brian Tanquilut tells investors in a research note. With no Amazon pharmacy entry announced one week removed from the holiday, the analyst believes investor sentiment over the drug supply chain may gradually improve, at least in the near-term. He notes that the price-to-earnings multiples of Walgreens Boots Alliance (WBA) and CVS Health (CVS) have already declined amid speculation of an Amazon entry. Tanquilut acknowledges, however, that the Amazon overhang will not completely go away. The analyst has Buy ratings on UnitedHealth (UNH) and Walgreens, and Hold ratings on AmerisourceBergen (ABC), Cardinal Health (CAH), CVS and McKesson (MCK).
12/04/17
DBAB
12/04/17
INITIATION
Target $97
DBAB
Buy
AmerisourceBergen initiated with a Buy at Deutsche Bank
Deutsche Bank analyst Glen Santangelo started AmerisourceBergen (ABC) with a Buy rating and $97 price target. Investor concerns about deterioration of generic pricing and Amazon's (AMZN) business-to-business platform have created a positive risk/reward, the analyst contends.
AMZN Amazon.com
$1,168.92

6.92 (0.60%)

12/08/17
DBAB
12/08/17
INITIATION
Target $79
DBAB
Buy
Henry Schein initiated with a Buy at Deutsche Bank
Deutsche Bank analyst Glen Santangelo started Henry Schein (HSIC) with a Buy rating and $79 price target. The stock over the last five months is down 27% as investors have become increasingly concerned about the potential increased presence of Amazon (AMZN) in the sector and overall declining growth, Santangelo tells investors in a research note. He believes near-term fears are reflected in the shares and recommends buying the pullback.
12/08/17
BMOC
12/08/17
NO CHANGE
Target $66
BMOC
Outperform
Sysco price target raised to $66 from $60 at BMO Capital
BMO Capital analyst Kelly Bania raised her price target on Sysco (SYY) to $66 after the company's investor day and an above-consensus operating income growth target of $650M-$700M. Bania says Sysco's goal is supported by "a more favorable operating expense outlook and accelerating market share gains with the local customers". The analyst keeps her Outperform rating on Sysco, saying investors could turn to the stock in search of a consumer staples play with less competitive risk from Amazon (AMZN).
12/08/17
JPMS
12/08/17
NO CHANGE
JPMS
JPMorgan sees AWS single sign-on having limited impact on Okta
Shares of Okta (OKTA) are trading down after Amazon Web Services (AMZN) introduced its own basic single sign-on solution. JPMorgan analyst Sterling Auty, however, believes the product will not have much of an impact on Okta. Similar to Microsoft (MSFT) Azure, Amazon's product will be good for applications only running in AWS or to control access to a limited number of other SaaS applications, Auty tells investors in a research note. The major advantage for Okta is the ability to control access to all applications regardless of whether they are deployed on premise, in AWS, in Azure, in Google (GOOG, GOOGL), or even a SaaS application like Salesforce (CRM), the analyst contends. He believes Okta's "secret sauce lies in being platform neutral." Auty keeps an Overweight rating on the shares. Okta in morning trading is down 5%, or $1.42, to $27.75.
12/11/17
KEYB
12/11/17
NO CHANGE
Target $35
KEYB
Overweight
AWS SSO presents more headline risk than actual for Okta, says KeyBanc
KeyBanc analyst Rob Owens notes that Amazon (AMZN) Web Services introduced AWS SSO, a service that makes it easy to centrally manage SSO access to multiple AWS account and business applications. While competitive with the Okta (OKTA) SSO offering, the analyst feels this will have little-to-no impact in the near term to Okta's robust capability and value proposition. Owens reiterates an Overweight rating and $35 price target on Okta's shares, and would use any weakness as a buying opportunity.

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EMB

iShares JP Morgan USD Emerging Markets Bond ETF

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0.04 (0.04%)

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MDXG

MiMedx

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ATVI

Activision Blizzard

$74.92

-3.07 (-3.94%)

, MCD

McDonald's

$164.56

0.74 (0.45%)

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Activision Blizzard

$74.92

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MCD

McDonald's

$164.56

0.74 (0.45%)

TPR

Tapestry

$42.89

-0.92 (-2.10%)

LULU

Lululemon

$143.24

-0.46 (-0.32%)

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WPC

W.P. Carey

$63.80

0.61 (0.97%)

, GPN

Global Payments

$115.68

-1.72 (-1.47%)

10:54
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WPC

W.P. Carey

$63.80

0.61 (0.97%)

GPN

Global Payments

$115.68

-1.72 (-1.47%)

FDC

First Data

$23.21

0.02 (0.09%)

TSS

TSYS

$92.71

-1.235 (-1.31%)

SQ

Square

$73.51

-0.455 (-0.62%)

PYPL

PayPal

$77.74

-1.28 (-1.62%)

MA

MasterCard

$200.90

-3.06 (-1.50%)

V

Visa

$138.45

-1.57 (-1.12%)

ADS

Alliance Data

$211.66

-2.09 (-0.98%)

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UNFI

United Natural Foods

$26.66

-0.48 (-1.77%)

, SVU

Supervalu

$32.47

-0.005 (-0.02%)

10:54
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UNFI

United Natural Foods

$26.66

-0.48 (-1.77%)

SVU

Supervalu

$32.47

-0.005 (-0.02%)

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  • 28

    Oct

NUGT

Direxion Gold Miners Bull

$16.72

1.32 (8.57%)

10:51
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Technical Take: Direxion Gold Miners Bull has bullish price pattern »

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CL

Colgate-Palmolive

$62.80

0.26 (0.42%)

10:50
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Options
Put sales in Colgate as implied volatility reaches 52-week highs »

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SVU

Supervalu

$32.47

-0.005 (-0.02%)

, UNFI

United Natural Foods

$26.62

-0.52 (-1.92%)

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Earnings
Supervalu reports Q2 EPS ($1.49), may not compare to consensus 37c »

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Supervalu

$32.47

-0.005 (-0.02%)

UNFI

United Natural Foods

$26.62

-0.52 (-1.92%)

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AAPL

Apple

$219.33

-2.77 (-1.25%)

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AAL

American Airlines

$31.54

0.63 (2.04%)

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Options
American Airlines calls active with shares seeing relative strength »

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General news
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AZN

AstraZeneca

$37.30

0.15 (0.40%)

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Periodicals
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BAC

Bank of America

$27.83

-0.595 (-2.09%)

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EVA

Enviva

$30.82

0.32 (1.05%)

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HMNY

Helios and Matheson

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PFE

Pfizer

$43.13

-0.65 (-1.48%)

10:30
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