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HUM

Humana

$269.12

2.02 (0.76%)

06:13
02/07/18
02/07
06:13
02/07/18
06:13

Humana sees FY18 adjusted EPS $13.50-$14.00, consensus $12.82

  • 07

    Feb

HUM Humana
$269.12

2.02 (0.76%)

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.
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).
01/12/18
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.
01/12/18
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.

TODAY'S FREE FLY STORIES

QVCA

QVC Group

$28.23

0.07 (0.25%)

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REI

Ring Energy

$14.82

-0.77 (-4.94%)

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FDX

FedEx

$245.43

2.13 (0.88%)

09:00
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W

Wayfair

$73.95

-21.74 (-22.72%)

09:00
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FSNN

Fusion Telecommunications

$2.85

0.05 (1.79%)

08:59
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  • 23

    May

DLPH

Delphi Technologies

$50.15

0.11 (0.22%)

08:58
02/23/18
02/23
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08:58
Conference/Events
Delphi Technologies management to meet with RBC Capital »

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  • 27

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DLPH

Delphi Technologies

$50.15

0.11 (0.22%)

08:57
02/23/18
02/23
08:57
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08:57
Conference/Events
Delphi Technologies management to meet with RBC Capital »

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  • 27

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TVTY

Tivity Health

08:56
02/23/18
02/23
08:56
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08:56
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SSTK

Shutterstock

$46.35

1.77 (3.97%)

08:55
02/23/18
02/23
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08:55
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Shutterstock analyst commentary  »

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  • 05

    Mar

GE

General Electric

$14.50

0.13 (0.90%)

, BAC

Bank of America

$31.69

-0.18 (-0.56%)

08:55
02/23/18
02/23
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02/23/18
08:55
Options
Notable open interest changes for February 23rd »

Thursday's total…

GE

General Electric

$14.50

0.13 (0.90%)

BAC

Bank of America

$31.69

-0.18 (-0.56%)

AMD

AMD

$11.84

0.12 (1.02%)

ILG

ILG

$32.28

-0.03 (-0.09%)

03/08/13
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  • 23

    Feb

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SLCA

U.S. Silica

08:55
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  • 30

    May

08:55
02/23/18
02/23
08:55
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Conference/Events
The Washington Journal to hold a discussion on tax reform »

Tim Huelskamp, President…

VOYA

Voya Financial

$50.71

0.19 (0.38%)

08:54
02/23/18
02/23
08:54
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08:54
Conference/Events
Voya Financial management to meet with RBC Capital »

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HSC

Harsco

$19.60

2.85 (17.01%)

08:53
02/23/18
02/23
08:53
02/23/18
08:53
Recommendations
Harsco analyst commentary  »

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  • 26

    Feb

FARO

FARO Technologies

$60.25

6.25 (11.57%)

08:51
02/23/18
02/23
08:51
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08:51
Recommendations
FARO Technologies analyst commentary  »

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  • 06

    Mar

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    Mar

ZBRA

Zebra Technologies

$135.24

14.89 (12.37%)

08:50
02/23/18
02/23
08:50
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08:50
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Zebra Technologies analyst commentary  »

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  • 26

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FARO

FARO Technologies

$60.35

6.35 (11.76%)

08:50
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  • 06

    Mar

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    Mar

JPM

JPMorgan

$114.98

-0.21 (-0.18%)

, MS

Morgan Stanley

$54.86

-0.24 (-0.44%)

08:50
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EnerCom to hold a conference »

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JPM

JPMorgan

$114.98

-0.21 (-0.18%)

MS

Morgan Stanley

$54.86

-0.24 (-0.44%)

BAC

Bank of America

$31.69

-0.18 (-0.56%)

GS

Goldman Sachs

$261.43

-1.97 (-0.75%)

DB

Deutsche Bank

$16.43

-0.14 (-0.84%)

FMSA

Fairmount Santrol

$4.67

0.07 (1.52%)

CLB

Core Laboratories

$107.33

2.79 (2.67%)

FTK

Flotek

$6.06

0.32 (5.57%)

NBR

Nabors Industries

$6.68

0.24 (3.73%)

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  • 23

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  • 12

    Oct

BUFF

Blue Buffalo Pet Products

$34.12

-0.68 (-1.95%)

, GIS

General Mills

$54.95

0.47 (0.86%)

08:48
02/23/18
02/23
08:48
02/23/18
08:48
Technical Analysis
Technical Take: General Mills falls on Blue Buffalo acquisition »

In early trading the…

BUFF

Blue Buffalo Pet Products

$34.12

-0.68 (-1.95%)

GIS

General Mills

$54.95

0.47 (0.86%)

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  • 23

    Feb

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COGT

Cogint

$2.90

-0.3 (-9.38%)

08:48
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Cogint subsidiary acquires minority interest in Dragonchain, terms not disclosed »

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IMMR

Immersion

, AAPL

Apple

$172.50

1.43 (0.84%)

08:46
02/23/18
02/23
08:46
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08:46
Recommendations
Immersion, Apple, Samsung, Fitbit, Motorola Solutions analyst commentary  »

Immersion price target…

IMMR

Immersion

AAPL

Apple

$172.50

1.43 (0.84%)

SSNLF

Samsung

FIT

Fitbit

$5.20

-0.21 (-3.88%)

MSI

Motorola Solutions

$104.73

-0.26 (-0.25%)

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  • 23

    Feb

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  • 30

    May

TMQ

Trilogy Metals

$1.45

0.01 (0.69%)

08:46
02/23/18
02/23
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08:46
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Trilogy Metals analyst commentary  »

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  • 11

    Mar

ZAYO

Zayo Group

$35.72

-1.01 (-2.75%)

08:45
02/23/18
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08:45
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Zayo Group to sell Scott-Rice Telephone for $42M »

Zayo Group Holdings…

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  • 26

    Feb

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    Mar

AAOI

Applied Optoelectronics

$27.51

-7.04 (-20.38%)

, WATT

Energous

$19.93

-0.09 (-0.45%)

08:45
02/23/18
02/23
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02/23/18
08:45
Options
Largest borrow rate increases among liquid names »

Latest data shows the…

AAOI

Applied Optoelectronics

$27.51

-7.04 (-20.38%)

WATT

Energous

$19.93

-0.09 (-0.45%)

TNA

Terra Nova (Bermuda) Holdings

$68.15

-0.35 (-0.51%)

USO

United States Oil Fund

$12.59

0.3 (2.44%)

XLU

Utilities SPDR

$49.07

0.25 (0.51%)

GPRO

GoPro

$5.46

-0.09 (-1.62%)

RAD

Rite Aid

$2.13

0.11 (5.45%)

SLV

iShares Silver Trust

$15.66

0.12 (0.77%)

TBT

ProShares UltraShort 20+ yr Trsry

$39.49

-0.19 (-0.48%)

XNET

Xunlei

$13.44

-0.19 (-1.39%)

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  • 26

    Feb

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    Mar

RDS.A

Royal Dutch Shell

$63.25

0.86 (1.38%)

08:44
02/23/18
02/23
08:44
02/23/18
08:44
Conference/Events
Royal Dutch Shell to hold a webcast »

Executive Vice President…

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