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HLT

Hilton

$83.21

1.39 (1.70%)

, DPS

Dr Pepper Snapple

$115.95

-0.79 (-0.68%)

20:25
02/13/18
02/13
20:25
02/13/18
20:25

Notable companies reporting before tomorrow's open

Notable companies reporting before tomorrow's open, with earnings consensus, include Hilton (HLT), consensus 45c... Dr Pepper Snapple (DPS), consensus $1.16... Molson Coors (TAP), consensus 56c... Wyndham (WYN), consensus $1.35... Bunge (BG), consensus $1.37... Interpublic Group (IPG), consensus 77c... Sabre (SABR), consensus 28c... Terex (TEX), consensus 24c... Summit Materials (SUM), consensus 24c... Groupon (GRPN), consensus 9c... Owens & Minor (OMI), consensus 36c... SodaStream (SODA), consensus 80c.

HLT

Hilton

$83.21

1.39 (1.70%)

DPS

Dr Pepper Snapple

$115.95

-0.79 (-0.68%)

TAP

Molson Coors

$75.70

-0.07 (-0.09%)

WYN

Wyndham

$117.92

1.61 (1.38%)

BG

Bunge

$79.51

-0.15 (-0.19%)

IPG

Interpublic Group

$22.22

0.31 (1.41%)

SABR

Sabre

$19.13

-0.13 (-0.67%)

TEX

Terex

$42.96

-0.27 (-0.62%)

SUM

Summit Materials

$28.79

-0.36 (-1.24%)

GRPN

Groupon

$5.20

0.06 (1.17%)

OMI

Owens & Minor

$14.94

-0.76 (-4.84%)

SODA

SodaStream

$78.61

0.99 (1.28%)

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HLT Hilton
$83.21

1.39 (1.70%)

01/29/18
RBCM
01/29/18
NO CHANGE
Target $96
RBCM
Outperform
Hilton price target raised to $96 from $70 at RBC Capital
RBC Capital analyst Wes Golladay raised his price target on Hilton to $96, saying the lodging environment is improving while a boost in business sentiment will lead to increased RevPAR growth. The analyst also sees the company as a "big beneficiary" of the tax reform. Golladay keeps his Outperform rating on Hilton.
01/03/18
ARGS
01/03/18
NO CHANGE
Target $94
ARGS
Buy
Hilton price target raised to $94 from $80 at Argus
Argus analyst John Staszak raised his price target on Hilton to $94, saying he expects the company's room growth to be the strongest in the lodging industry thanks to the "solid development pipeline, new brands, and a well-regarded loyalty program". Staszak is also positive on Hilton's shift to franchising, helping it generate a stream of royalties and management fees with a "relatively low capital investment". The analyst keeps his Buy rating on Hilton, also raising his FY18 EPS target to $2.40 from $2.25.
01/08/18
RAJA
01/08/18
UPGRADE
RAJA
Strong Buy
Hilton upgraded to Strong Buy from Outperform at Raymond James
Raymond James analyst William Crow upgraded Hilton (HLT) to Strong Buy and increased its price target to $92 from $78. The analyst raised estimates to reflect a lower tax rate and believes global brands are "ideally positioned" for continued growth in global travel as middle classes "balloon" in faster growth regions such as China/Asia, Brazil, Mexico, India, and the Middle East, fueling international lodging demand. Crow notes lodging is "Amazon resistant" and is constructive on Hilton's strong unit growth, respected management, increasing free cash flow, solid earnings growth, balance sheet, and commitment to return capital to shareholders.
01/17/18
MSCO
01/17/18
DOWNGRADE
Target $84
MSCO
Equal Weight
Hilton downgraded to Equal Weight from Overweight at Morgan Stanley
Morgan Stanley analyst Thomas Allen downgraded Hilton (HLT) to Equal Weight from Overweight despite raising his price target to $84 from $81, saying he sees fewer "idiosyncratic bull case drivers" for it versus Marriott (MAR) and La Quinta (LQ). He also said he is concerned around HNA's 25% Hilton stake, which could become a greater overhang if HNA begins unwinding other investments.
DPS Dr Pepper Snapple
$115.95

-0.79 (-0.68%)

01/30/18
BERN
01/30/18
NO CHANGE
Target $124
BERN
Market Perform
Dr Pepper Snapple price target raised to $124 from $92 at Bernstein
Bernstein analyst Ali Dibadj raised his price target for Dr Pepper Snapple to $124 from $92 after the company and Keurig Green Mountain announced a definitive merger agreement to create public company Keurig Dr Pepper. While the analyst views this merger as good for Dr Pepper Snapple shareholders, there are unanswered questions about the prospects as a combined entity, with revenue synergies remaining unclear, synergy targets appearing stretched, and the Coca-Cola (KO)/PepsiCo (PEP) distribution partnership remaining a risk. Dibadj reiterates a Market Perform rating on Dr Pepper Snapple's shares.
02/01/18
BMOC
02/01/18
DOWNGRADE
Target $125
BMOC
Market Perform
Dr Pepper Snapple downgraded to Market Perform from Outperform at BMO Capital
BMO Capital analyst Amit Sharma downgraded Dr Pepper Snapple to Market Perform from Outperform but also raised his price target to $125 from $105. Sharma points to the additional disclosures of the Keurig Green Mountain merger, which suggest to him that EBITDA and annualized growth rate estimates will be below the company's 2021 outlooks. Despite the limited upside for Keurig, the analyst still contends that the combined company can execute on its cost agenda, generate revenue synergies, and is now "better positioned to acquire faster growing partner brands."
01/31/18
MSCO
01/31/18
DOWNGRADE
Target $121
MSCO
Equal Weight
Dr Pepper Snapple downgraded to Equal Weight at Morgan Stanley
Morgan Stanley analyst Dara Mohsenian downgraded Dr Pepper Snapple to Equal Weight from Overweight yesterday following the company's announcement of a merger agreement with Keurig to create Keurig Dr Pepper. He raised his price target on Dr Pepper shares to $121 from $105.
02/06/18
LEHM
02/06/18
UPGRADE
Target $130
LEHM
Overweight
Dr Pepper Snapple upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Lauren Lieberman upgraded Dr Pepper Snapple Group to Overweight and raised her price target for the shares to $130 from $88. The analyst sees upside to cost savings and cash generation targets for the new business following the merger with Keurig. She believes the combined entity is being undervalued.
TAP Molson Coors
$75.70

-0.07 (-0.09%)

02/08/18
02/08/18
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. Wynn Resorts (WYNN) upgraded to Positive from Neutral at Susquehanna with analyst Rachael Rothman saying the resignation of Steve Wynn removes an overhang. 2. Molson Coors (TAP) upgraded to Hold from Sell at Berenberg with analyst Javier Gonzalez Lastra saying he sees limited downside from the current share price and thinks greater cost savings could be a near-term upside catalyst. 3. Humana (HUM) upgraded to Outperform from Neutral at Credit Suisse with analyst A.J. Rice saying after ceding market share for "several years," Humana should return to above market individual Medicare Advantage enrollment growth in 2019 as it benefits from a favorable rate update and tax reform. 4. Anadarko (APC) upgraded to Outperform from Neutral at Macquarie with analyst Paul Grigel saying he sees sustainable upside into 2018 due to continued strong growth in US production, infrastructure and its advantage in the DJ Basin. 5. Just Energy (JE) was upgraded to Outperformer from Neutral at CIBC and to Buy from Hold at Canaccord. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/08/18
BREN
02/08/18
UPGRADE
Target $76
BREN
Hold
Berenberg not seeing enough downside in Molson Coors, upgrades to Hold
Berenberg analyst Javier Gonzalez Lastra upgraded Molson Coors to Hold from Sell with an unchanged price target of $76. The analyst sees limited downside from the current share price and thinks greater cost savings could be a near-term upside catalyst. The shares may benefit in the short-term from a potential upgrade to management's cost savings target, Lastra tells investors in a research note.
02/12/18
FBCO
02/12/18
UPGRADE
FBCO
Outperform
Molson Coors upgraded to Outperform from Neutral at Credit Suisse
02/12/18
FBCO
02/12/18
UPGRADE
Target $94
FBCO
Outperform
Credit Suisse upgrades 'washed out' Molson Coors to Outperform
Credit Suisse analyst Laurent Grandet upgraded Molson Coors Brewing to Outperform from Neutral and raised his price target for the shares to $94 from $92. The analyst sees a "unique opportunity" this year for the company to use its tax savings to invest in key brands and drive sales growth. He views the stock as "washed out" with a favorable risk/reward amid "very low embedded expectations."
WYN Wyndham
$117.92

1.61 (1.38%)

01/22/18
WELS
01/22/18
DOWNGRADE
Target $20.5
WELS
Market Perform
La Quinta downgraded to Market Perform after Wyndham deal at Wells Fargo
As previously reported, Wells Fargo analyst Jeffrey Donnelly downgraded La Quinta (LQ) to Market Perform from Outperform following its deal to dispose of its management/franchise operations to Wyndham (WYN). The overall value of the sale of the LaQuinta brand and the CorePoint Lodging REIT spinoff is slightly lower than his prior expectation, said Donnelly. He notes that Wyndham is purchasing the LaQuinta brand operations for $8.40 per share net and now believes the equity in CorePoint is $11.75-$12.50 per share, which implies a value range of $20.15-$20.90 for the combined entity. Shares of La Quinta are currently trading near $20 per share.
02/13/18
MSCO
02/13/18
NO CHANGE
Target $23
MSCO
Overweight
La Quinta deal to join Wyndham system underappreciated, says Morgan Stanley
Morgan Stanley analyst Thomas Allen makes the case in a new note to investors that the market is missing the benefits La Quinta (LQ) gains from joining Wyndham's (WYN) system. For example, he estimates La Quinta hotels will be able to drop to below a 20% OTA mix and lower their average commission rate to about 15% given this will be the first time they will be part of a larger brand network. Noting that La Quinta shareholders will still own the hotels via the spin out into the Corepoint REIT, Allen raised his price target on the stock to $23 from $21 and keeps an Overweight rating on La Quinta shares.
01/19/18
GSCO
01/19/18
UPGRADE
GSCO
Buy
Wyndham upgraded to Buy from Neutral at Goldman Sachs
Goldman analyst Stephen Grambling upgraded Wyndham to Buy and raised its price target to $144 from $103. Grambling told telling investors Wyndham is a "key beneficiary" of direct and indirect tax reform, tailwinds in Florida, and valuation upside.
01/19/18
DBAB
01/19/18
NO CHANGE
Target $23
DBAB
Buy
La Quinta price target raised to $23 from $19 at Deutsche Bank
Deutsche Bank analyst Chris Woronka raised his price target for La Quinta (LQ) to $23 after the company announced the planned sale of its management and franchising business to Wyndham Worldwide (WYN). La Quinta's closing price implies that its owned hotel portfolio is being valued at just nine times estimated 2019 EBITDA, which is too low, Woronka tells investors in a research note. He believes the shares should re-rate higher and keeps a Buy rating on La Quinta.
BG Bunge
$79.51

-0.15 (-0.19%)

01/23/18
JPMS
01/23/18
NO CHANGE
JPMS
Underweight
Glencore better fit for Bunge than ADM, says JPMorgan
JPMorgan analyst Ann Duignan believes Bunge (BG) is a "superior strategic fit" for Glencore (GLNCY) and "clearly not in-line" with the strategic vision communicated by ADM (ADM) in recent years. The analyst has an Underweight rating on ADM shares and does not rate Bunge. The Wall Street Journal reported Friday that ADM made a takeover approach to Bunge. Dunigan does not believe Bunge's core assets would be easily separable without destroying value, and therefore does not think it would be possible for both ADM and Glencore to share the company. Further, ADM does not have the fire power to outbid Glencore and its partners, the analyst told investors yesterday in a research note.
01/22/18
FBCO
01/22/18
NO CHANGE
Target $84
FBCO
Outperform
Credit Suisse says Archer may be trying to push Bunge to negotiating table
Credit Suisse analyst Robert Moskow said that by making its interest public via a Wall Street Journal report, Archer Daniels (ADM) might be trying to get Bunge (BG) to the negotiating table before its standstill agreement with Glencore (GLNCY) expires in February. He has heard speculation that Archer might just want to make sure Glencore pays up, but Moskow believes this approach sound like more than just "friendly fire," he tells investors. Given Archer Daniels' unleveraged balance sheet and significant overlap with Bunge, the analyst estimates $800M of headline synergies and a $90 per share price for Bunge are possible. Moskow keeps an Outperform rating and $84 price target on Bunge shares, which are up about 4% to $80.45 near midday.
01/22/18
SPHN
01/22/18
NO CHANGE
Target $72
SPHN
Equal Weight
Bunge could be valued at $90-$95 in takeover, says Stephens
After The Wall Street Journal reported that Archer Daniels Midlands (ADM) made a takeover approach to Bunge (BG), Stephens analyst Farha Aslam noted the prior reports that Glencore (GLNCY) had sought to buy Bunge last May and has a stand still agreement in place that expires in February. She believes that Bunge could be valued at $90-$95 in a takeover scenario and notes that synergies from a combination with Archer Daniels would likely be significant. Aslam keeps an Equal Weight rating and $72 price target on Bunge shares.
01/22/18
SBSH
01/22/18
NO CHANGE
SBSH
Citi sees $85-$100 per share as 'appropriate' deal price for Bunge
Citi analyst David Driscoll believes $85-$100 per share is an "appropriate" takeover price for Archer Daniels Midland (ADM) to pay for Bunge (BG). The Wall Street Journal on Friday reported that ADM has made a takeover approach towards Bunge. "Back of the envelope" deal math at the midpoint of the takeout range suggests accretion to ADM of 75c per share, 28% against a 2018 earnings per share of forecast of $2.70, Driscoll tells investors in a research note. He believes, however, that there could be some antitrust issues in ADM and Bunge's oilseed processing businesses in the U.S. and Europe. Antitrust hurdles in both countries are "likely high" for a possible combination, the analyst contends. Further, he believes that if ADM is unable to hold onto Bunge's North American and European crushing assets in a deal, the transaction would be less attractive.
IPG Interpublic Group
$22.22

0.31 (1.41%)

12/13/17
JEFF
12/13/17
DOWNGRADE
JEFF
Hold
Interpublic Group downgraded to Hold from Buy at Jefferies
Jefferies analyst John Janedis downgraded Interpublic Group (IPG) to Hold and lowered his price target for the shares to $20 from $24. The analyst believes the large U.S-based advertising agencies will continue to see "sub-trend" North America organic growth in 2018 due to competition, fee pressure, end market issues and work moving in-house. He also lowered his price target for Omnicom (OMC) to $72 from $82 and keeps a Hold rating on the shares.
01/02/18
MACQ
01/02/18
DOWNGRADE
MACQ
Underperform
Interpublic Group downgraded to Underperform from Neutral at Macquarie
01/18/18
WELS
01/18/18
DOWNGRADE
Target $23
WELS
Market Perform
Interpublic Group downgraded to Market Perform from Outperform at Wells Fargo
Wells Fargo analyst Peter Stabler downgraded Interpublic Group to Market Perform with an unchanged price target of $23. The analyst expects "another challenging operating backdrop" for the agency holding companies in 2018 and notes his estimates for IPG are below consensus.
01/25/18
BOFA
01/25/18
DOWNGRADE
BOFA
Underperform
Interpublic Group downgraded to Underperform from Neutral at BofA/Merrill
SABR Sabre
$19.13

-0.13 (-0.67%)

01/05/18
EVER
01/05/18
DOWNGRADE
EVER
Underperform
Sabre downgraded to Underperform from Outperform at Evercore ISI
10/25/17
KEYB
10/25/17
DOWNGRADE
KEYB
Sector Weight
Sabre downgraded to Sector Weight from Overweight at KeyBanc
KeyBanc analyst Brad Erickson downgraded Sabre to Sector Weight saying there is not enough upside potential for Air Solutions, even with lowered expectations. Solutions numbers over the next four quarters have downside risk, Erickson tells investors in a post-earnings research note partially titled "Treading Water Is Best-Case Scenario for Now."
08/07/17
BOFA
08/07/17
DOWNGRADE
Target $18
BOFA
Underperform
Sabre downgraded to Underperform from Neutral at BofA/Merrill
BofA/Merrill analyst John King downgraded Sabre (SABR) to Underperform and lowered its price target to $18 from $24 saying it needs reinvestment to drive growth and its cash position leaves it expensive versus peers. The analyst thinks management's free cash flow estimate for next year implies downside to consensus net income forecast and prefers shares of Travelport (TVPT).
09/11/17
GSCO
09/11/17
DOWNGRADE
Target $20
GSCO
Neutral
Sabre downgraded to Neutral from Buy at Goldman Sachs
Goldman Sachs analyst James Schneider downgraded Sabre (SABR) to Neutral and cut his price target for the shares to $20 from $25. The analyst says two elements of his Buy thesis, namely the secular growth driver of Software Solutions and the potential for strong margin and free cash flow expansion, have not played out. The analyst this morning also upgraded shares of Wex (WEX) to Buy.
TEX Terex
$42.96

-0.27 (-0.62%)

12/12/17
LEHM
12/12/17
INITIATION
Target $50
LEHM
Equal Weight
Terex initiated with an Equal Weight at Barclays
Barclays analyst Adam Seiden started Terex with an Equal Weight rating and $50 price target.
10/16/17
WELS
10/16/17
NO CHANGE
Target $52
WELS
Outperform
Terex price target raised to $52 from $42 at Wells Fargo
Wells Fargo analyst Andy Casey raised his price target for Terex to $52 from $42 on anticipated backlog expansion due to observed order to delivery lead time extension for both the AWP and Cranes segments. The analyst reiterates an Outperform rating on the shares.
11/03/17
BMOC
11/03/17
NO CHANGE
Target $50
BMOC
Market Perform
Terex price target raised to $50 from $42 at BMO Capital
BMO Capital analyst Joel Tiss raised his price target on Terex to $50 following Q3 results, saying the company is in the early days of a credible turnaround. While the management has refrained from providing FY18 guidance, writes the analyst in his research note, the next 18 months appear favorable for further market recovery. Tiss keeps his Market Perform rating on Terex given the strong run-up in shares this year and the uncertainty around profit recovery, but adds that the stock price could move closer to $70 on multiple expansion across the industrials space and a more durable growth outlook.
12/05/17
OTRG
12/05/17
UPGRADE
OTRG
Positive
Terex upgraded to Positive from Mixed at OTR Global
OTR Global raised Terex's views to Positive following checks that indicate the US crane cycle is gaining strength and previous crane quality issues are subsiding.
SUM Summit Materials
$28.79

-0.36 (-1.24%)

06/08/17
LBOW
06/08/17
INITIATION
LBOW
Buy
Summit Materials initiated with a Buy on EBITDA, multiple outlook at Longbow
As noted earlier, Longbow started coverage of Summit Materials with a $34 price target and a Buy rating. Analyst Garik Shmois says that the company should benefit from strong sector demand and price increases. He thinks that the company can beat its mid-cycle EBITDA target of $525M, while deleveraging and the removal of the Blackrock overhang should enable its multiple to come closer to that of its peers.
12/12/17
LEHM
12/12/17
INITIATION
Target $32
LEHM
Equal Weight
Summit Materials initiated with an Equal Weight at Barclays
Barclays analyst Adam Seiden started Summit Materials with an Equal Weight rating and $32 price target.
10/24/17
RHCO
10/24/17
NO CHANGE
Target $38
RHCO
Buy
Summit Materials price target raised to $38 from $33 at SunTrust
Suntrust analyst Rohit Seth raised his price target on SunTrust to $38 ahead of Q3 results, reflecting expectations of higher cement prices. Seth notes that there may be some upside to his cement price increase estimate as capacity is near full for the company and its competitors. The analyst maintains a Buy rating on Summit Materials.
06/29/17
LBOW
06/29/17
NO CHANGE
LBOW
Cement checks positive, says Longbow
After conducting a survey, Longbow analyst Garik Shmois says the "very strong" volume outlook supports his view that cement sales will jump by mid to high single digit percentage levels in 2H17. He keeps Buy ratings on CEMEX (CX), Martin Marietta (MLM), and Summit Materials (SUM). He keeps a Neutral rating on Eagle Materials (EXP).
GRPN Groupon
$5.20

0.06 (1.17%)

12/12/17
PIPR
12/12/17
NO CHANGE
PIPR
Overweight
Groupon selloff today a buying opportunity, says Piper Jaffray
Piper Jaffray analyst Sam Kemp recommends using the selloff today in shares of Groupon as a buying opportunity. The stock is down 5% on data from a third-party scraping source suggesting the company had a weak November, Kemp tells investors in a research note. He believes third-party scraping data for Groupon has become ineffective since the company has shifted toward Groupon+. As Groupon+ becomes more successful, it will result in lower engagement of the traditional vouchers that these scrapers track, the analyst contends. As such, he believes data suggesting weak trends is likely actually suggesting strong adoption of Groupon+, which Kemp views as positive. The analyst reiterates an Overweight rating on Groupon with a $6.25 price target.
01/17/18
GSCO
01/17/18
UPGRADE
GSCO
Neutral
Groupon upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst Christopher Merwin upgraded Groupon to Neutral and raised his price target for the shares to $5.40 from $4.70. Stabilizing gross profit growth, coupled with cost savings, should drive upside to Street EBITDA expectations in 2018, Merwin tells investors in a research note. The analyst thinks Groupon shares are fairly valued at current levels.
01/17/18
GSCO
01/17/18
DOWNGRADE
Target $46
GSCO
Sell
Shutterfly downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Christopher Merwin downgraded Shutterfly (SFLY) to Sell with an unchanged price target of $46. The Internet-based image publishing service closed yesterday down 46c to $52.62. Since finding a bottom on November 6, shares of Shutterfly have rallied 31%, which more than prices in any benefit of tax reform, Merwin tells investors in a research note. He sees an unfavorable risk/reward profile at current share levels. The analyst coupled the downgrade with an upgrade of Groupon (GRPN) to Neutral from Sell.
01/17/18
01/17/18
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. IBM (IBM) upgraded to Overweight from Underweight at Barclays with analyst Mark Moskowitz saying the company could be entering a period of top-line stability and maybe even modest growth over the next 12-18 months. 2. Ulta Beauty (ULTA) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Simeon Gutman saying Ulta shares are trading at a compelling multiple given the company's long runway for earnings per share growth combined with benefits from lower tax rates. 3. Groupon (GRPN) upgraded to Neutral from Sell at Goldman Sachs with analyst Christopher Merwin saying stabilizing gross profit growth, coupled with cost savings, should drive upside to Street EBITDA expectations in 2018. 4. L3 Technologies (LLL) upgraded to Buy from Neutral at BofA/Merrill with analyst Ronald Epstein saying it will benefit from "upward momentum" in the U.S. defense budget. 5. Dick's Sporting (DKS) upgraded to Buy from Neutral at Buckingham with the firm citing tax reform benefits and recent strength across retail. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
OMI Owens & Minor
$14.94

-0.76 (-4.84%)

11/02/17
LEER
11/02/17
NO CHANGE
Target $23
LEER
Market Perform
Owens & Minor price target lowered to $23 from $34 at Leerink
Leerink analyst David Larsen lowered his price target for Owens & Minor to $23 from $34 saying that its core Domestic business continues to face pricing and margin pressures and growth in existing clients was behind expectations. The analyst reiterates a Market Perform rating on the shares.
12/04/17
LEER
12/04/17
NO CHANGE
LEER
Amazon entry into healthcare markets focused on medical supplies, says Leerink
Leerink analyst David Larsen says that his recent research around Amazon's (AMZN) licensing activity has shown that the company's entry into healthcare markets is, at least for now, focused on medical supplies and devices rather than pharmaceuticals. The analyst believes Owens & Minor (OMI), Cardinal Health (CAH) and Henry Schein (HSIC) are most exposed but that it will take several years for Amazon Business to scale up manufacturer supply relationships to take significant share. Although the top and bottom line impact may be small over the next year or two, Larsen remains cautious on the group as multiples continue to reflect the Amazon threat as well as pricing and volume headwinds.
12/19/17
JPMS
12/19/17
DOWNGRADE
Target $22
JPMS
Underweight
Owens & Minor downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Lisa Gill downgraded Owens & Minor to Underweight and cut her price target for the shares to $22 from $28. The analyst sees integration risk from the Halyard Health S&IP business acquisition and believes the Q3 miss presents concerns around management's 1%-3% organic top-line growth targets.
11/20/17
FBCO
11/20/17
NO CHANGE
Target $17
FBCO
Underperform
Owens & Minor price target lowered to $17 from $31 at Credit Suisse
Credit Suisse analyst Erin Wilson Wright lowered her price target for Owens & Minor to $17 from $31 following a "disappointing" Q3 performance, which highlighted likely continued headwinds near-term. The analyst reiterates an Underperform rating on the shares.
SODA SodaStream
$78.61

0.99 (1.28%)

08/03/17
SUSQ
08/03/17
UPGRADE
SUSQ
Positive
SodaStream upgraded to Positive from Neutral at Susquehanna
08/03/17
08/03/17
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. Comcast (CMCSA) upgraded to Buy from Neutral at Guggenheim with analyst Michael Morris citing an attractive valuation, a combination of solid trends at Cable Communications and NBCU content momentum, and strong balance sheet. 2. Caterpillar (CAT) upgraded to Neutral from Underweight at Atlantic Equities. 3. SodaStream (SODA) upgraded to Positive from Neutral at Susquehanna. 4. Walker & Dunlop (WD) upgraded to Outperform from Market Perform at JMP Securities with analyst Steven DeLaney saying investors may be overly focusing on quarterly results and the reduction in the company's gain on sale margin guidance for the second half of the year. 5. Oshkosh (OSK) upgraded to Neutral from Underperform at BofA/Merrill with analyst Ross Gilardi citing better than expected third quarter results. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/25/17
SUSQ
09/25/17
NO CHANGE
Target $90
SUSQ
Positive
SodaStream price target raised to $90 from $79 at Susquehanna
Susquehanna analyst Pablo Zuanic raised his price target on SodaStream to $90 from $79 after meetings with the company, during which it said it is adding about 1M households per year to its platform. He said those numbers could prove to be conservative given its plans to triple its penetration in Germany and a reinvigorated push in the U.S. He sees improved economics, including higher machine margins, lower customer acquisition costs, new plant efficiencies, and improved EBIT. Zuanic reiterated his Positive rating on SodaStream shares.

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Hot Stocks
Eli Lilly's Trulicity shows promise in delivering efficacy in type 2 diabetes »

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  • 10

    Sep

IRWD

Ironwood

$19.35

0.74 (3.98%)

12:14
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06/23
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12:14
Hot Stocks
Ironwood announced Praliciguat phase IIa study data »

Ironwood Pharmaceuticals…

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  • 25

    Jun

ARRY

Array BioPharma

$19.37

-0.19 (-0.97%)

12:07
06/23/18
06/23
12:07
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12:07
Hot Stocks
Array BioPharma announces updated results from Phase 3 BEACON CRC trial »

Array BioPharma announced…

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  • 23

    Jun

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    Jun

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    Jun

DDAIF

Daimler AG

$0.00

(0.00%)

, BMWYY

BMW

$0.00

(0.00%)

11:42
06/23/18
06/23
11:42
06/23/18
11:42
Periodicals
EU to respond to any U.S. auto tariffs, Reuters reports »

The EU will respond to…

DDAIF

Daimler AG

$0.00

(0.00%)

BMWYY

BMW

$0.00

(0.00%)

VLKAY

Volkswagen

$0.00

(0.00%)

03/08/13
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WBA

Walgreens Boots Alliance

$67.60

-0.2 (-0.29%)

, GE

General Electric

$13.05

0.29 (2.27%)

11:27
06/23/18
06/23
11:27
06/23/18
11:27
Periodicals
Adding Walgreens to Dow may be wrong move, Barron's says »

The guardians of Dow…

WBA

Walgreens Boots Alliance

$67.60

-0.2 (-0.29%)

GE

General Electric

$13.05

0.29 (2.27%)

FB

Facebook

$201.39

-0.07 (-0.03%)

03/08/13
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  • 28

    Jun

JPM

JPMorgan

$105.73

-1.79 (-1.66%)

, C

Citi

$67.20

-0.43 (-0.64%)

11:04
06/23/18
06/23
11:04
06/23/18
11:04
Periodicals
Banks to get green light to increase dividends, share repurchases, Barron's says »

Big banks are expected to…

JPM

JPMorgan

$105.73

-1.79 (-1.66%)

C

Citi

$67.20

-0.43 (-0.64%)

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  • 13

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    Oct

MD

Mednax

$44.99

-0.11 (-0.24%)

10:59
06/23/18
06/23
10:59
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10:59
Periodicals
Mednax shares may be at risk amid hospital fights, Barron's says »

After peaking in 2015,…

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ARRY

Array BioPharma

$19.37

-0.19 (-0.97%)

10:25
06/23/18
06/23
10:25
06/23/18
10:25
Conference/Events
Array BioPharma to hold a conference call »

In conjunction with the…

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  • 23

    Jun

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    Jun

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    Jun

TWTR

Twitter

$45.90

0.68 (1.50%)

, FOXA

21st Century Fox

$48.59

0.25 (0.52%)

10:21
06/23/18
06/23
10:21
06/23/18
10:21
Periodicals
Biggest winner of World Cup could be Twitter, Barron's says »

Twitter's (TWTR)…

TWTR

Twitter

$45.90

0.68 (1.50%)

FOXA

21st Century Fox

$48.59

0.25 (0.52%)

AMZN

Amazon.com

$1,715.07

-15.13 (-0.87%)

FB

Facebook

$201.39

-0.07 (-0.03%)

03/08/13
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  • 27

    Jul

AAPL

Apple

$184.85

-0.63 (-0.34%)

, DDAIF

Daimler AG

$0.00

(0.00%)

10:10
06/23/18
06/23
10:10
06/23/18
10:10
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AAPL

Apple

$184.85

-0.63 (-0.34%)

DDAIF

Daimler AG

$0.00

(0.00%)

BMWYY

BMW

$0.00

(0.00%)

VLKAY

Volkswagen

$0.00

(0.00%)

ZTCOY

ZTE Corp.

$0.00

(0.00%)

LMT

Lockheed Martin

$298.95

-1.39 (-0.46%)

STMP

Stamps.com

$252.60

0.65 (0.26%)

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  • 10

    Sep

A

Agilent

$62.79

-0.24 (-0.38%)

, ABT

Abbott

$61.93

0.19 (0.31%)

04:55
06/23/18
06/23
04:55
06/23/18
04:55
Conference/Events
American Diabetes Association to hold a conference »

78th Scientific Sessions…

A

Agilent

$62.79

-0.24 (-0.38%)

ABT

Abbott

$61.93

0.19 (0.31%)

AKCA

Akcea Therapeutics

$26.24

0.4 (1.55%)

AMGN

Amgen

$184.86

-1.14 (-0.61%)

AZN

AstraZeneca

$35.06

-0.095 (-0.27%)

BAYRY

Bayer

$0.00

(0.00%)

CL

Colgate-Palmolive

$64.63

1.15 (1.81%)

DXCM

DexCom

$99.52

-0.2 (-0.20%)

LLY

Eli Lilly

$85.90

-0.17 (-0.20%)

IRWD

Ironwood

$19.35

0.74 (3.98%)

JNJ

Johnson & Johnson

$122.81

1.36 (1.12%)

MDT

Medtronic

$86.80

0.51 (0.59%)

MNKD

MannKind

$1.98

0.02 (1.02%)

WAKE

Wake Forest Bancshares Inc.

$0.00

(0.00%)

VLRX

Valeritas

$1.39

0.035 (2.58%)

TNDM

TNDM

SNY

Sanofi

$39.98

0.96 (2.46%)

SIEGY

Siemens

$0.00

(0.00%)

SENS

Senseonics

$4.76

-0.2 (-4.03%)

REGN

Regeneron

$331.82

2.81 (0.85%)

PODD

Insulet

$97.37

0.5697 (0.59%)

NVO

Novo Nordisk

$46.84

0.435 (0.94%)

MRK

Merck

$61.46

0.295 (0.48%)

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  • 24

    Jun

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    Jun

  • 28

    Jun

  • 02

    Jul

  • 06

    Jul

  • 12

    Jul

  • 17

    Jul

  • 18

    Jul

  • 11

    Aug

  • 27

    Aug

  • 30

    Aug

  • 10

    Sep

  • 06

    Oct

  • 20

    Oct

  • 23

    Oct

  • 28

    Oct

  • 28

    Jan

  • 22

    Mar

ARRY

Array BioPharma

$19.37

-0.19 (-0.97%)

04:55
06/23/18
06/23
04:55
06/23/18
04:55
Conference/Events
Array BioPharma to hold a conference call »

In conjunction with the…

03/08/13
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03/06/13
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  • 23

    Jun

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    Jun

  • 30

    Jun

ICE

IntercontinentalExchange

$74.81

-0.11 (-0.15%)

04:55
06/23/18
06/23
04:55
06/23/18
04:55
Conference/Events
IntercontinentalExchange management to meet with UBS »

Meeting to be held in…

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  • 23

    Jun

AMGN

Amgen

$184.86

-1.14 (-0.61%)

, ARRY

Array BioPharma

$19.37

-0.19 (-0.97%)

04:55
06/23/18
06/23
04:55
06/23/18
04:55
Conference/Events
European Society for Medical Oncology (ESMO) to hold a conference »

ESMO World Congress on…

AMGN

Amgen

$184.86

-1.14 (-0.61%)

ARRY

Array BioPharma

$19.37

-0.19 (-0.97%)

BAYRY

Bayer

$0.00

(0.00%)

HALO

Halozyme

$18.07

-0.52 (-2.80%)

INCY

Incyte

$74.02

1.55 (2.14%)

LLY

Eli Lilly

$85.90

-0.17 (-0.20%)

MRK

Merck

$61.46

0.295 (0.48%)

SHPG

Shire

$161.73

-0.7 (-0.43%)

RHHBY

Roche

$0.00

(0.00%)

SNY

Sanofi

$39.98

0.96 (2.46%)

03/08/13
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  • 23

    Jun

  • 28

    Jun

  • 30

    Jun

  • 30

    Jun

  • 10

    Sep

  • 20

    Oct

  • 23

    Oct

  • 28

    Oct

  • 21

    Dec

  • 28

    Jan

  • 22

    Mar

NWN

Northwest Natural Gas

$62.63

0.075 (0.12%)

, PCG

PG&E

$42.98

2.44 (6.02%)

18:17
06/22/18
06/22
18:17
06/22/18
18:17
Hot Stocks
Northwest Natural to sell Gill Ranch Storage to SENSA Holdings »

NW Natural (NWN)…

NWN

Northwest Natural Gas

$62.63

0.075 (0.12%)

PCG

PG&E

$42.98

2.44 (6.02%)

03/08/13
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  • 26

    Jun

ORLY

O'Reilly Automotive

$285.90

-1.18 (-0.41%)

18:03
06/22/18
06/22
18:03
06/22/18
18:03
Hot Stocks
O'Reilly Automotive's O'Reilly sells 19,250 common shares »

In a regulatory filing,…

03/08/13
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SJI

South Jersey Industries

$33.15

0.02 (0.06%)

17:46
06/22/18
06/22
17:46
06/22/18
17:46
Hot Stocks
South Jersey Industries announces approval of Elizabethtown Gas purchase »

South Jersey Industries…

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WAAS

AquaVenture

$15.36

0.12 (0.79%)

17:27
06/22/18
06/22
17:27
06/22/18
17:27
Hot Stocks
AquaVenture extends long-stop date for Ghana plant acquisition to September 30 »

AquaVenture announced…

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NSANY

Nissan

$0.00

(0.00%)

17:22
06/22/18
06/22
17:22
06/22/18
17:22
Periodicals
Nissan chooses Thailand for hybrid's first export market, Nikkei reports »

Nissan has planned to…

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TROV

Trovagene

$0.81

-0.0068 (-0.83%)

17:22
06/22/18
06/22
17:22
06/22/18
17:22
Hot Stocks
Trovagene CEO William Welch resigns, Dr. Thomas Adams named interim CEO »

Trovagene announced that…

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CVM

CEL-SCI

$3.26

0.005 (0.15%)

17:19
06/22/18
06/22
17:19
06/22/18
17:19
Syndicate
Breaking Syndicate news story on CEL-SCI »

CEL-SCI files to sell…

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ACM

Aecom

$33.49

-0.15 (-0.45%)

17:19
06/22/18
06/22
17:19
06/22/18
17:19
Hot Stocks
Aecom to compete for $148.5M U.S. Army contract »

AECOM-Baker JV, Bryan…

03/08/13
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LMT

Lockheed Martin

$298.95

-1.39 (-0.46%)

17:17
06/22/18
06/22
17:17
06/22/18
17:17
Hot Stocks
Lockheed Martin awarded $175.3M U.S. Navy contract modification »

Lockheed Martin is…

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  • 22

    Jun

LMT

Lockheed Martin

$298.95

-1.39 (-0.46%)

17:16
06/22/18
06/22
17:16
06/22/18
17:16
Hot Stocks
Lockheed Martin awarded $1.12B U.S. Air Force contract »

Lockheed Martin has been…

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  • 22

    Jun

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