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HUM

Humana

$269.12

2.02 (0.76%)

06:12
02/07/18
02/07
06:12
02/07/18
06:12

Humana reports Q4 adjusted EPS $2.06, consensus $2.00

  • 07

    Feb

HUM Humana
$269.12

2.02 (0.76%)

01/12/18
JEFF
01/12/18
UPGRADE
Target $333
JEFF
Buy
Humana upgraded to Buy from Hold at Jefferies
Jefferies analyst David Windley upgraded Humana (HUM) to Buy saying the stock has nearly 60% upside over the next three years. He raised his price target for the shares to $283 from $226. The analyst says he's encouraged by more balanced 2018 Medicare Advantage enrollment growth across both group and individual. He believes 2019 individual Medicare Advantage margins can expand back into its 4.5%-5% target. Humana also benefits most from tax reform relative to peers, Windley tells investors in a research note on the Managed Care space. The analyst this morning also upgraded Anthem (ANTM) to Buy.
01/12/18
01/12/18
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. Dick's Sporting (DKS) upgraded to Buy from Hold at Deutsche Bank with analyst Mike Baker saying he believes industry trends are bottoming and notes that Dick's inventory levels are coming back into balance with demand, which should lessen the impact on gross margins. 2. eBay (EBAY) upgraded to Buy from Hold at SunTrust with analyst Youssef Squali citing an upbeat fourth quarter holiday sales boosting revenues and gross merchandise volume, prospects for higher growth in 2018 on platform improvements and marketing investment, lowers corporate tax rates, and lower repatriation tax rates that will bring "most of $8.7B" in overseas cash to be used in buybacks or M&A. 3. Costco (COST) upgraded to Buy from Accumulate at Gordon Haskett with analyst Chuck Grom citing his meeting with management. 4. Kohl's (KSS) was upgraded to Overweight from Neutral at JPMorgan and to Sector Perform from Underperform at RBC Capital. 5. Humana (HUM) and Anthem (ANTM) were upgraded to Buy from Hold at Jefferies. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/30/18
MSCO
01/30/18
NO CHANGE
MSCO
Amazon healthcare transparency focus negative for Castlight, says Morgan Stanley
Morgan Stanley analysts lead by Ricky Goldwasser, Brian Nowak and Betsy Graseck said Amazon (AMZN), Berkshire (BRK.A) and JPMorgan's (JPM) new healthcare venture is the first evidence of Amazon's potential attempt to disrupt the insurance sector, though they expect this to be a slow process and do not expect material disruption overnight. Noting managed care organizations are tracking toward $15B-$20B in lost market cap, the team calls their move overdone. For this venture to be a direct competitor would require a sales organization, broker relationships and bolt on services, all of which could take time to develop, they stated, calling the pullback in the group "a buying opportunity when headlines slow down." However, Amazon's entry into healthcare transparency is viewed as an incremental negative for Castlight Health (CSLT), on which the firm keeps an Underweight rating. Publicly traded healthcare insurers sliding today include Aetna (AET), Anthem (ANTM), Centene (CNC), Cigna (CI), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
01/31/18
LEER
01/31/18
NO CHANGE
LEER
UnitedHealth, other MCOs should be bought on weakness, says Leerink
Leerink analyst Ana Gupte views MCOs, especially UnitedHealth (UNH), but also Anthem (ANTM), Cigna (CI) and Humana (HUM), as a "solid" buying opportunity on weakness, while remaining cautious on the Drug Value Chain post the sell-off on the Amazon.com (AMZN)/JPMorgan (JPM)/Berkshire Hathaway (BRK.A; BRK.B) announcement. The analyst believes the drug supply chain is ripe for disruption, and Amazon's strengths play to such disruption to improve both cost, transparency and employee satisfaction, though timing as acknowledged by this new alliance is likely medium to long term. President Trump's State of the Union address also focused on drug pricing and affordability along with accelerated generic drug approvals as the top priority, making it more likely that this will be the key focus of the new partnership, she contends.

TODAY'S FREE FLY STORIES

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OAS

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$12.01

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, OMP

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$17.29

-1.02 (-5.57%)

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OAS

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$12.01

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OMP

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LGCY

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CRC

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INSM

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  • 18

    Jun

  • 28

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GM

General Motors

$43.91

0.32 (0.73%)

, FCAU

Fiat Chrysler

$20.86

-0.37 (-1.74%)

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GM

General Motors

$43.91

0.32 (0.73%)

FCAU

Fiat Chrysler

$20.86

-0.37 (-1.74%)

F

Ford

$11.88

-0.01 (-0.08%)

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  • 20

    Jun

MSFT

Microsoft

$100.24

-1.14 (-1.12%)

, GOOGL

Alphabet Class A

$1,159.03

-1.08 (-0.09%)

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MSFT

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$100.24

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GOOGL

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$1,159.03

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GOOG

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$1,151.95

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  • 18

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WFC

Wells Fargo

$54.99

0.23 (0.42%)

, MS

Morgan Stanley

$51.17

-0.12 (-0.23%)

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WFC

Wells Fargo

$54.99

0.23 (0.42%)

MS

Morgan Stanley

$51.17

-0.12 (-0.23%)

BAC

Bank of America

$29.27

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C

Citi

$66.34

0.18 (0.27%)

WBK

Westpac Banking

$20.67

0.125 (0.61%)

GS

Goldman Sachs

$232.00

-1.695 (-0.73%)

BCS

Barclays

$10.59

-0.225 (-2.08%)

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  • 15

    Oct

F

Ford

$11.88

-0.01 (-0.08%)

16:25
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BMY

Bristol-Myers

$54.81

1.165 (2.17%)

16:22
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Bristol-Myers' ELOQUENT-3 trial meets primary endpoint »

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  • 26

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PTCT

PTC Therapeutics

$37.57

-0.75 (-1.96%)

, RHHBY

Roche

$0.00

(0.00%)

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PTC Therapeutics presents updated preliminary data from SMA FIREFISH Program »

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PTCT

PTC Therapeutics

$37.57

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RHHBY

Roche

$0.00

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CYTK

Cytokinetics

$9.95

0.5 (5.29%)

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PERY

Perry Ellis

$27.92

0.31 (1.12%)

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VSTM

Verastem

$6.53

0.95 (17.03%)

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  • 05

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IQ

iQIYI

$40.16

-0.44 (-1.08%)

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HD

Home Depot

$200.55

0.86 (0.43%)

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PAY

Verifone

$22.84

0.01 (0.04%)

15:28
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Conference/Events
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CACI

CACI

$167.60

1.1 (0.66%)

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  • 21

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ARGX

Argenx

$92.38

-3.32 (-3.47%)

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  • 20

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PTC

PTC

$94.87

-0.46 (-0.48%)

14:06
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13:41
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VRX

Valeant

$26.86

0.06 (0.22%)

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  • 18

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WMGI

Wright Medical

$25.83

-0.26 (-1.00%)

13:27
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  • 18

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XLRN

Acceleron

$36.04

-0.08 (-0.22%)

, ARQL

ArQule

$5.00

-0.31 (-5.84%)

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23rd Congress of the EHA…

XLRN

Acceleron

$36.04

-0.08 (-0.22%)

ARQL

ArQule

$5.00

-0.31 (-5.84%)

EPZM

Epizyme

$15.00

-0.85 (-5.36%)

KPTI

Karyopharm

$18.65

0.6 (3.32%)

APLS

Apellis

$22.34

0.26 (1.18%)

BLUE

Bluebird Bio

$182.75

-13.95 (-7.09%)

TGTX

TG Therapeutics

$13.75

-0.05 (-0.36%)

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  • 20

    Jun

ELY

Callaway Golf

$20.36

0.135 (0.67%)

, GOLF

Acushnet Holdings

$25.00

0.17 (0.68%)

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ELY

Callaway Golf

$20.36

0.135 (0.67%)

GOLF

Acushnet Holdings

$25.00

0.17 (0.68%)

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