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ROKU

Roku

$44.85

1.83 (4.25%)

, XNET

Xunlei

$13.97

1.17 (9.14%)

08:45
02/15/18
02/15
08:45
02/15/18
08:45

Largest borrow rate increases among liquid names

Latest data shows the largest indicative borrow rate increases among liquid option names include: (ROKU) 23.94% +0.11, Xunlei (XNET) 22.66% +0.10, HanesBrands (HBI) 1.37% +0.08, and GNC Holdings (GNC) 3.19% +0.01.

ROKU

Roku

$44.85

1.83 (4.25%)

XNET

Xunlei

$13.97

1.17 (9.14%)

HBI

Hanesbrands

$21.14

1.21 (6.07%)

GNC

GNC Holdings

$4.18

-0.77 (-15.56%)

  • 21

    Feb

  • 26

    Feb

  • 21

    Mar

ROKU Roku
$44.85

1.83 (4.25%)

02/02/18
NEED
02/02/18
NO CHANGE
Target $50
NEED
Buy
Roku 'shorts should cover' says Needham
Needham analyst Laura Martin keeps her Buy rating and $50 price target on Roku ahead of its Q4 earnings. The analyst says its time for the shorts to cover, with about 7.7M shares short relative to 15M share public float, as the company's strategic position is improving, its competitive moat widening, and its valuation still inexpensive. Martin also believes that the company will likely be added to indices this year, forcing passive money to buy for the first time.
01/09/18
SBSH
01/09/18
NO CHANGE
Target $28
SBSH
Sell
Roku bulls likely hoped for higher account number, says Citi
Citi analyst Mark May says Roku slightly exceeded his 18.7M estimate when announcing last night that it topped 19M active accounts as of December 31, 2017. However, bullish investors that have driven the stock up greater than 100% since the Q3 report are likely hoping for a higher result, May tells investors in a research note. He points out, though, that 19M ending active accounts still represents 43%-45% year-over-year growth, which compares favorably to the 48% growth in Q3 and the 42%-48% growth over the last few quarters. May has a Sell rating on Roku with a $28 price target. The stock in premarket trading is up 1%, or 63c, to $48.10.
01/05/18
01/05/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. PriceSmart (PSMT) downgraded to Sector Perform from Outperform at Scotia Howard Weil. 2. Teva (TEVA) downgraded to Underperform from Market Perform at Wells Fargo with analyst David Maris saying Teva shares have now risen approximately 80% from its lows in November. 3. Roku (ROKU) downgraded to Sell from Neutral at Citi with analyst Mark May saying the stock is up 266% from its initial public offering price of $14 just three months ago. 4. Johnson Controls (JCI) downgraded to Neutral from Outperform at Baird with analyst Timothy Wojs saying valuation is fair in light of slower growth, lower free-cash flow conversion, and "choppier" execution. 5. Wingstop (WING) downgraded to Neutral from Outperform at Wedbush with analyst Nick Setyan saying while drivers of "solid" low single-digit same-store sales growth in 2018 exist, current consensus estimates may prove "overly optimistic." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/05/18
SBSH
01/05/18
NO CHANGE
Target $1400
SBSH
Buy
Citi names Amazon top Internet pick for 2018, ups target to $1,400
Citi analyst Mark May remains bullish on the consumer Internet sector, especially over the near term. The analyst believes a "positive, tax reform fueled, business climate" should benefit the end-markets of the companies in the space. After outperformance in 2017, however, he recommends being more selective in 2018. Amazon.com (AMZN) moves up a spot to become his top-ranked pick for 2018. May sees the combination of greater than 30% sales growth, margin expansion and the current valuation as a "compelling mix." He raised his price target for Amazon shares to $1,400 from $1,250. May's most- to least-favored stocks under coverage, in order, are: Amazon, Expedia (EXPE), Facebook (FB), Priceline (PCLN), Alphabet (GOOGL), eBay (EBAY), Yelp (YELP), Twitter (TWTR), TripAdvisor (TRIP), Netflix (NFLX), GrubHub (GRUB), GoDaddy (GDDY), Despegar.com (DESP), trivago (TRVG), LendingClub (LC), Wayfair (W), Snap (SNAP), Zillow (ZG), Blue Apron (APRN) and Roku (ROKU), which he downgraded this morning to Sell.
XNET Xunlei
$13.97

1.17 (9.14%)

HBI Hanesbrands
$21.14

1.21 (6.07%)

12/19/17
SBSH
12/19/17
DOWNGRADE
Target $23
SBSH
Neutral
Hanesbrands downgraded to Neutral from Buy at Citi
Citi analyst Kate McShane downgraded Hanesbrands to Neutral saying the U.S. wholesale environment remains challenging due to declining traffic trends in stores and price-based competition in all channels. The analyst does not believe Hanesbrands can fully recoup the loss of sales in-store via online channels. As such, she's less bullish on the company's 2018 prospects and cut her price target for the shares to $23 from $29.
12/19/17
12/19/17
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Apple (AAPL) downgraded to Neutral from Buy at Nomura Instinet with analyst Jeffrey Kvaal saying the stock's gains for the iPhone X "supercycle are in the late innings." 2. Hanesbrands (HBI) downgraded to Neutral from Buy at Citi with analyst Kate McShane saying the U.S. wholesale environment remains challenging due to declining traffic trends in stores and price-based competition in all channels. 3. PPL Corp. (PPL) downgraded to Underperform from Neutral at Macquarie with analyst Angie Storozynski saying she thinks the next UK regulatory review will result in a meaningful drop in revenues and believes the high dividend debate will come back into focus. 4. Chubb (CB) downgraded to Neutral from Outperform at Credit Suisse with analyst Ryan Tunis noting that while the integration of ACE Limited (ACE)/Chubb has been successful and positions the latter well for the future, the analyst argues that it is difficult for him to solve for much upside to medium term earnings per share and shares with the integration coming to a close in the fourth quarter. 5. KB Home (KBH) downgraded to Underweight from Neutral at JPMorgan with analyst Michael Rehaut citing valuation with the shares up 100% in 2017. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/19/18
DADA
01/19/18
NO CHANGE
Target $47
DADA
Buy
Columbia Sportswear to benefit from easy SSS and cold weather, says DA Davidson
DA Davidson analyst Andrew Burns previews Q4 earnings for Apparel & Footwear, suggesting that consensus estimates may be attainable and possibly beatable. The analyst notes that last year's underperformance sets up easy comps, while better than expected holiday season and cold winter weather will allow companies to exceed expectations. Burns prefers Columbia Sportswear (COLM) and Hanesbrands (HBI) in the space, keeping a Buy rating on both companies.
02/09/18
DADA
02/09/18
NO CHANGE
Target $27
DADA
Buy
Hanesbrands price target lowered to $27 from $31 at DA Davidson
DA Davidson analyst Andrew Burns lowered his price target on Hanesbrands to $27 after in-line Q4 results, but sees the latest sell-off in the stock price as overdone based on the company's "undervalued brand portfolio with leading market share, mid-teens margins and strong cash flow". Burns keeps his Buy rating on Hanesbrands.
GNC GNC Holdings
$4.18

-0.77 (-15.56%)

01/31/18
DBAB
01/31/18
NO CHANGE
DBAB
Amazon remains low-price leader in supplements, says Deutsche Bank
Deutsche Bank analyst Shane Higgins conducted an online pricing study comparing 80 identical third-party online vitamin and supplement products at GNC Holdings (GNC), Vitamin Shoppe (VSI), Amazon (AMZN) and Bodybuilding.com. The study found that Amazon "easily expanded" its price advantage against each of the other three retailers, Higgins tells investors in a research note. Among the specialty players, Vitamin Shoppe slightly improved its price advantage versus GNC, the analyst adds. He expects Amazon to keep pressure on the specialty players, particularly as its Prime membership grows.
01/18/18
BOFA
01/18/18
NO CHANGE
Target $2.5
BOFA
Underperform
GNC Holdings options remain limited, says BofA/Merrill
BofA/Merrill analyst Curtis Nagle reiterated his Underperform rating and $2.50 price target on GNC Holdings saying he is skeptical that a turnaround under the One GNC strategy will lead to sustainable profitable growth. Nagle said GNC is lapping substantial price cuts this year that will make comp and gross margin growth difficult, and believes the company will have difficulty refinancing its $1.1B term loan without doing so at stiff rate.
04/19/17
JPMS
04/19/17
NO CHANGE
Target $12
JPMS
Neutral
GNC Holdings price target raised to $12 from $10 at JPMorgan
JPMorgan analyst Christopher Horvers raised his price target for GNC Holdings to $12 saying yesterday's earnings and comp beat "take off the table the terminal value question that many investors were focused on." The question, however, is if the traffic is sustainable and whether GNC can turn the decline in average ticket up, Horvers tells investors in a post-earnings research note. The analyst keeps a Neutral rating on the shares.

TODAY'S FREE FLY STORIES

VC

Visteon

$67.58

-4.1 (-5.72%)

, F

Ford

$8.82

-0.205 (-2.27%)

06:24
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12/10
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Downgrade
Visteon, Ford rating change  »

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F

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-0.205 (-2.27%)

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FBHS

Fortune Brands

$42.60

0.07 (0.16%)

06:23
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Fortune Brands rating change  »

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FB

Facebook

$137.42

-2.14 (-1.53%)

06:22
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WAAS

AquaVenture

$18.09

0.26 (1.46%)

06:21
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12/10
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Conference/Events
AquaVenture management to meet with B.Riley FBR »

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WRK

WestRock

$45.33

-0.875 (-1.89%)

06:20
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06:20
Downgrade
WestRock rating change  »

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TBIO

Translate Bio

$8.61

0.21 (2.50%)

06:20
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Conference/Events
Translate Bio management to meet with Leerink »

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  • 10

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NSANY

Nissan

$0.00

(0.00%)

06:20
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12/10
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Periodicals
Nissan looks to block Ghosn family from Brazil apartment, FT reports »

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  • 07

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STMP

Stamps.com

$171.76

-4.78 (-2.71%)

06:19
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Conference/Events
Stamps.com management to meet with Maxim »

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  • 10

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$263.68

-5.98 (-2.22%)

06:17
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$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$263.68

-5.98 (-2.22%)

03/08/13
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KEY

KeyCorp

$16.73

-0.37 (-2.16%)

06:17
12/10/18
12/10
06:17
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06:17
Downgrade
KeyCorp rating change  »

KeyCorp downgraded to…

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  • 17

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RF

Regions Financial

$14.90

-0.4 (-2.61%)

06:16
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12/10
06:16
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06:16
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Regions Financial rating change  »

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ALB

Albemarle

$88.69

-2.49 (-2.73%)

06:16
12/10/18
12/10
06:16
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06:16
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Albemarle rating change  »

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CONN

Conn's

$23.74

-1.25 (-5.00%)

06:15
12/10/18
12/10
06:15
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06:15
Upgrade
Conn's rating change  »

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03/08/13
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  • 11

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$263.68

-5.98 (-2.22%)

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Pence's Chief of Staff Nick Ayers says he will depart at the end of the year »

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SPDR S&P 500 ETF Trust

$263.68

-5.98 (-2.22%)

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MMO

Monarch Machine Tool Company

$0.00

(0.00%)

06:15
12/10/18
12/10
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Conference/Events
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KTOS

Kratos Defense

06:15
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WELL

Welltower

06:15
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12/10
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VTR

Ventas

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12/10
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HCP

HCP

$29.87

-0.36 (-1.19%)

06:14
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AKRX

Akorn

$4.25

-1.34 (-23.97%)

06:14
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12/10
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06:14
Recommendations
Akorn analyst commentary  »

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TVTY

Tivity Health

$40.60

-0.27 (-0.66%)

, NTRI

Nutrisystem

$34.19

-1.07 (-3.03%)

06:12
12/10/18
12/10
06:12
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06:12
Conference/Events
Tivity Health to host conference call »

Conference call to…

TVTY

Tivity Health

$40.60

-0.27 (-0.66%)

NTRI

Nutrisystem

$34.19

-1.07 (-3.03%)

03/08/13
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  • 11

    Dec

TBAKF

Ted Baker

$0.00

(0.00%)

06:11
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12/10
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GS

Goldman Sachs

$179.71

-4.44 (-2.41%)

, LYFT

Lyft

$0.00

(0.00%)

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GS

Goldman Sachs

$179.71

-4.44 (-2.41%)

LYFT

Lyft

$0.00

(0.00%)

UBER

Uber

$0.00

(0.00%)

MSFT

Microsoft

$104.90

-4.27 (-3.91%)

GOOG

Alphabet

$1,036.52

-33.18 (-3.10%)

GOOGL

Alphabet Class A

$1,046.99

-31.41 (-2.91%)

CSCO

Cisco

$46.42

-1.96 (-4.05%)

03/08/13
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  • 11

    Dec

  • 11

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  • 12

    Dec

  • 10

    Jan

  • 03

    Mar

TVTY

Tivity Health

$40.60

-0.27 (-0.66%)

, NTRI

Nutrisystem

$34.19

-1.07 (-3.03%)

06:09
12/10/18
12/10
06:09
12/10/18
06:09
Hot Stocks
Tivity Health to acquire Nutrisystem in cash, stock deal valued at $47 per share »

Tivity Health (TVTY) and…

TVTY

Tivity Health

$40.60

-0.27 (-0.66%)

NTRI

Nutrisystem

$34.19

-1.07 (-3.03%)

03/08/13
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Credit Suisse
03/06/13
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03/06/13
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BXP

Boston Properties

$129.14

-3.425 (-2.58%)

06:09
12/10/18
12/10
06:09
12/10/18
06:09
Downgrade
Boston Properties rating change  »

Boston Properties…

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