Breaking News Instant updates and real-time market news.

WBA

Walgreens Boots Alliance

, ABC

AmerisourceBergen

$89.45

0.26 (0.29%)

07:12
02/13/18
02/13
07:12
02/13/18
07:12

AmerisourceBergen acquisition by Walgreens makes sense, says Wells Fargo

Commenting on The Wall Street Journal report saying Walgreens (WBA) has approached AmerisourceBergen (ABC) in a takeover attempt and the companies remain early in their discussions, Wells Fargo analyst Peter Costa tells investors he believes the acquisition makes sense given the already existing long-term partnership and limited ability to merge laterally. Further, the analyst believes a potential combination could help lower costs and wring out synergies in the U.S. drug distribution channel, and better position Walgreens in the face of increasing competitive threat from a possible Amazon (AMZN) entry. However, a merger might risk alienating AmerisourceBergen's retail pharmacy customers that compete with Walgreens' pharmacies, he contends.

WBA

Walgreens Boots Alliance

ABC

AmerisourceBergen

$89.45

0.26 (0.29%)

AMZN

Amazon.com

$1,386.23

46.63 (3.48%)

  • 17

    Feb

  • 18

    Mar

WBA Walgreens Boots Alliance

01/03/18
LOOP
01/03/18
NO CHANGE
Target $90
LOOP
Buy
High flu incidence to boost Walgreens Boots Alliance earnings, says Loop Capital
Loop Capital analyst Andrew Wolf says the "much higher" than normal rate of flu incidence this season bodes positively for Walgreens Boots Alliance, which is set to report its Q1 earnings tomorrow. Wolf keeps his Buy rating and $90 price target on the company, but raises is Q1 and FY18 EPS projections by 5c per share.
01/04/18
EVER
01/04/18
INITIATION
Target $80
EVER
Outperform
Walgreens Boots Alliance initiated with an Outperform at Evercore ISI
Evercore ISI started Walgreens Boots Alliance with an Outperform rating and $80 price target.
01/09/18
FBCO
01/09/18
NO CHANGE
Target $97
FBCO
Outperform
Walgreens Boots Alliance removed from U.S. Focus List at Credit Suisse
Credit Suisse's Investment Policy Committee has removed Walgreens Boots Alliance from its U.S. Focus List, as the stock is no longer considered one of its top investment ideas. The firm has an Outperform rating and $97 price target on the shares.
01/24/18
LEER
01/24/18
NO CHANGE
LEER
Amazon's prescription drug market entry likely to be slow, says Leerink
Leerink analyst David Larsen believes there is a high likelihood that Amazon (AMZN) will enter the prescription drug market, but thinks it may take years for the company to become a meaningful and relevant entity in the channel. The analyst expects Amazon will start off small, and does not believe it will seek to do a big acquisition initially. Ultimately, Amazon may simply become another mail-order pharmacy that buys its product from AmerisourceBergen (ABC), he contends, adding that the massive Amazon related sell-off in CVS (CVS) and Walgreens Boots Alliance (WBA) in late 2017 view was over-done.
ABC AmerisourceBergen
$89.45

0.26 (0.29%)

02/12/18
COWN
02/12/18
NO CHANGE
COWN
Recent pullback in drug distributors a buying opportunity, says Cowen
Cowen analyst Charles Ryhee said the recent pullback in drug distributors is unwarranted given the space's improving underlying fundamentals. He said the core distribution business is seeing stable generic pricing for both buy-side and sell-side and he believes concerns regarding likely proposed Medicare Part B changes are overblown. Ryhee reiterated his Outperform rating on both McKesson (MCK) and AmerisourceBergen (ABC) shares.
01/30/18
NEED
01/30/18
NO CHANGE
Target $117
NEED
Buy
AmerisourceBergen price target raised to $117 from $108 at Needham
Needham analyst Kevin Caliendo raised his AmerisourceBergen price target to $117 and kept his Buy rating ahead of Q4 earnings. Caliendo says the FY18 guidance will be the focal point and may see an upgrade as a result of positive U.S. tax changes. The analyst adds that his latest meeting with the company management gave him confidence that AmerisourceBergen can meet earnings over the coming quarters.
02/07/18
FBCO
02/07/18
NO CHANGE
Target $112
FBCO
Outperform
AmerisourceBergen price target raised to $112 from $105 at Credit Suisse
Credit Suisse analyst Erin Wilson Wright raised her price target for AmerisourceBergen to $112 from $105 on valuation after quarterly results. The analyst reiterates an Outperform rating on the shares.
AMZN Amazon.com
$1,386.23

46.63 (3.48%)

02/12/18
BERN
02/12/18
NO CHANGE
BERN
'Ship with Amazon' gives options to merchants not storing with company, says Bernstein
Bernstein analyst David Vernon believes Amazon (AMZN) is trying to grow Fulfillment by Amazon volume without growing the FBA physical footprint. The "Ship with Amazon" feature seems like an attempt to make Amazon transportation options available to a select list of merchants who do not wish to pay Amazon for the cost of storing their inventory the fulfillment centers, he contends. The analyst believes UPS (UPS) and FedEx (FDX) need to enforce commercial discipline and communicate better.
02/12/18
ARGS
02/12/18
NO CHANGE
Target $200
ARGS
Buy
Costco price target raised to $200 from $188 at Argus
Argus analyst Chris Graja raised his price target on Costco (COST) to $200 citing the company's financial strength and the position to "deliver extreme values", along with its "excellent business plan execution", strong traffic, and membership renewals. Graja also says that there are many areas of Costco that would be difficult for Amazon (AMZN) or anyone else to match on price and quality, adding that his research suggests that Costco generally has lower prices. Th analyst keeps his Buy rating on Costco, adding that the "favorable economics of the new credit card program" have translated into even lower prices rather than higher short-term earnings.
02/12/18
OPCO
02/12/18
NO CHANGE
Target $29
OPCO
Perform
Kroger needs to invest gross margin upside in lower prices, says Oppenheimer
Oppenheimer analyst Rupesh Parikh compared Whole Foods on Amazon (AMZN) Prime Now and Kroger's (KR) ClickList in the Cincinnati, Ohio market. The analyst overall finds Amazon's offering to be very compelling for Prime members, but argues that Kroger still has two key advantages that could somewhat limit potential share losses, namely Whole Foods prices are still at a premium, and Kroger's ClickList assortment is greater than Amazon Prime Now's Whole Foods assortment. Parikh believes Kroger needs to continue investing gross margin upside in lower prices to maintain/extend gaps versus Whole Foods, and as a result, investors should not view the Q3 margin upside as sustainable. He reiterates a Perform rating and $29 price target on Kroger's shares.
02/13/18
DADA
02/13/18
NO CHANGE
Target $1800
DADA
Buy
Amazon.com investors should take advantage of pullback, says DA Davidson
DA Davidson analyst Tom Forte keeps his Buy rating and $1,800 on Amazon.com but says that investors should take advantage of the latest pullback to add to their positions. In addition to valuation, Forte cites the press reports on the latest hiring of Jennifer Salke as the new head of Amazon Studios, thereby filling "an important void after a potential period of disruption" and bringing one of its most significant areas of investment - proprietary content - back on track. The analyst notes that among Salke's prior accomplishments as the President of NBC Entertainment were hit shows such as "This Is Us", "Glee", "Modern Family", and "Prison Break".

TODAY'S FREE FLY STORIES

AMZN

Amazon.com

$1,485.34

2.42 (0.16%)

09:05
02/23/18
02/23
09:05
02/23/18
09:05
Upgrade
Amazon.com rating change  »

Amazon upgraded to…

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

  • 26

    Feb

  • 18

    Mar

GTLS

Chart Industries

$55.85

6.14 (12.35%)

09:05
02/23/18
02/23
09:05
02/23/18
09:05
Recommendations
Chart Industries analyst commentary  »

Chart Industries 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

  • 14

    Mar

PFE

Pfizer

$35.74

-0.02 (-0.06%)

09:04
02/23/18
02/23
09:04
02/23/18
09:04
Hot Stocks
Pfizer announces positive CHMP opinion for MYLOTARG, BOSULIF »

Pfizer announced that 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

  • 08

    Mar

  • 04

    Apr

KZIA

Kazia Therapeutics

$4.99

0.43 (9.43%)

09:04
02/23/18
02/23
09:04
02/23/18
09:04
Hot Stocks
Kazia Therapeutics confirms FDA Orphan Designation for GDC-0084 »

Kazia Therapeutics is…

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

ACIA

Acacia Communications

$41.84

-1.6 (-3.68%)

09:03
02/23/18
02/23
09:03
02/23/18
09:03
Recommendations
Acacia Communications analyst commentary  »

Piper remains optimistic…

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

  • 26

    Feb

  • 13

    Mar

  • 29

    Mar

CLIR

ClearSign Combustion

$2.35

-0.2 (-7.84%)

09:02
02/23/18
02/23
09:02
02/23/18
09:02
Syndicate
ClearSign Combustion 5M share Spot Secondary priced at $2.26 »

National Securities acted…

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

  • 23

    Feb

GE

General Electric

$14.50

0.13 (0.90%)

09:02
02/23/18
02/23
09:02
02/23/18
09:02
Hot Stocks
General Electric signs $1B framework agreement in Ukraine »

GE Transportation signed…

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

QVCA

QVC Group

$28.23

0.07 (0.25%)

09:02
02/23/18
02/23
09:02
02/23/18
09:02
Hot Stocks
QVC Group says CFO Ted Jastrzebski to step down, new CFO search launched »

QVC announced that Ted…

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

  • 07

    Mar

REI

Ring Energy

$14.82

-0.77 (-4.94%)

09:01
02/23/18
02/23
09:01
02/23/18
09:01
Syndicate
Ring Energy 53.6M share Spot Secondary priced at $14.00 »

The deal range 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

  • 23

    Feb

FDX

FedEx

$245.43

2.13 (0.88%)

09:00
02/23/18
02/23
09:00
02/23/18
09:00
Upgrade
FedEx rating change  »

FedEx upgraded to…

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

  • 20

    Mar

W

Wayfair

$73.95

-21.74 (-22.72%)

09:00
02/23/18
02/23
09:00
02/23/18
09:00
Recommendations
Wayfair analyst commentary  »

Wayfair 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

FSNN

Fusion Telecommunications

$2.85

0.05 (1.79%)

08:59
02/23/18
02/23
08:59
02/23/18
08:59
Recommendations
Fusion Telecommunications analyst commentary  »

Craig-Hallum sees…

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

  • 23

    May

DLPH

Delphi Technologies

$50.15

0.11 (0.22%)

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

Group Luncheon Meeting…

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

    Feb

  • 27

    Feb

  • 26

    Apr

DLPH

Delphi Technologies

$50.15

0.11 (0.22%)

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

Group Breakfast Meeting…

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

    Feb

  • 27

    Feb

  • 26

    Apr

TVTY

Tivity Health

08:56
02/23/18
02/23
08:56
02/23/18
08:56
Recommendations
Tivity Health analyst commentary  »

Tivity Health price…

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

SSTK

Shutterstock

$46.35

1.77 (3.97%)

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

Shutterstock 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

  • 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
08:55
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
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 23

    Feb

  • 25

    Feb

  • 26

    Feb

  • 13

    Mar

  • 14

    Mar

  • 15

    Mar

SLCA

U.S. Silica

08:55
02/23/18
02/23
08:55
02/23/18
08:55
Recommendations
U.S. Silica analyst commentary  »

U.S. Silica selloff after…

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

  • 30

    May

08:55
02/23/18
02/23
08:55
02/23/18
08:55
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
02/23/18
08:54
Conference/Events
Voya Financial management to meet with RBC Capital »

Meeting to be held 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

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  »

Harsco shares 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

  • 26

    Feb

FARO

FARO Technologies

$60.25

6.25 (11.57%)

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

FARO Technologies price…

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

  • 07

    Mar

  • 08

    Mar

ZBRA

Zebra Technologies

$135.24

14.89 (12.37%)

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

Zebra Technologies price…

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

  • 26

    Feb

  • 06

    Mar

  • 07

    Mar

  • 08

    Mar

  • 30

    May

FARO

FARO Technologies

$60.35

6.35 (11.76%)

08:50
02/23/18
02/23
08:50
02/23/18
08:50
Recommendations
FARO Technologies analyst commentary  »

FARO Technologies price…

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

  • 07

    Mar

  • 08

    Mar

JPM

JPMorgan

$114.98

-0.21 (-0.18%)

, MS

Morgan Stanley

$54.86

-0.24 (-0.44%)

08:50
02/23/18
02/23
08:50
02/23/18
08:50
Conference/Events
EnerCom to hold a conference »

Oilfield Tech &…

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%)

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

  • 23

    Feb

  • 23

    Feb

  • 25

    Feb

  • 27

    Feb

  • 28

    Feb

  • 07

    Mar

  • 08

    Mar

  • 13

    Mar

  • 13

    Apr

  • 15

    May

  • 30

    May

  • 13

    Jul

  • 12

    Oct

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.