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KO

Coca-Cola

$44.78

0.68 (1.54%)

, KHC

Kraft Heinz

$72.71

0.79 (1.10%)

20:25
02/15/18
02/15
20:25
02/15/18
20:25

Notable companies reporting before tomorrow's open

Notable companies reporting before tomorrow's open, with earnings consensus, include Coca-Cola (KO), consensus 39c... Kraft Heinz (KHC), consensus 95c... Deere (DE), consensus $1.20... V.F. Corporation (VFC), consensus $1.02... Vulcan Materials (VMC), consensus 74c... Campbell Soup (CPB), consensus 81c... J. M. Smucker (SJM), consensus $2.13... Newell Brands (NWL), consensus 67c... IPG Photonics (IPGP), consensus $1.72... WABCO (WBC), consensus $1.80... Ryder System (R), consensus $1.36... American Axle & Manufacturing (AXL), consensus 76c.

KO

Coca-Cola

$44.78

0.68 (1.54%)

KHC

Kraft Heinz

$72.71

0.79 (1.10%)

DE

Deere

$166.81

3.53 (2.16%)

VFC

VF Corp.

$83.94

0.25 (0.30%)

VMC

Vulcan Materials

$133.47

3.85 (2.97%)

CPB

Campbell Soup

$47.70

0.74 (1.58%)

SJM

J.M. Smucker

$122.65

1.64 (1.36%)

NWL

Newell Brands

$27.64

0.44 (1.62%)

IPGP

IPG Photonics

$259.07

6.61 (2.62%)

WBC

Wabco

$143.60

0.38 (0.27%)

R

Ryder

$84.74

0.25 (0.30%)

AXL

American Axle

$15.78

-0.01 (-0.06%)

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KO Coca-Cola
$44.78

0.68 (1.54%)

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.
01/29/18
RHCO
01/29/18
INITIATION
Target $125
RHCO
Hold
PepsiCo initiated with a Hold at SunTrust
As reported earlier, SunTrust analyst William Chappell initiated PepsiCo (PEP) with a Hold rating and a price target of $125. Chappell contends that after 5 years of price and promotion with Coca-Cola (KO), the companies' next phase will likely see "price increases or at least less promotional activity" on some beverage items. The analyst also notes that the investor concerns about the snacking category are overblown, pointing some recovery in Q4, while the positive FX, emerging markets, and tax reform dynamics create more tailwinds.
01/18/18
SUSQ
01/18/18
NO CHANGE
Target $54
SUSQ
Neutral
Monster Beverage current U.S. growth not sustainable, says Susquehanna
Susquehanna analyst Pablo Zuanic said he expects Monster Beverage (MNST) to provide good guidance commentary, but he is concerned about margin pressures and lower overseas growth. He does not think the U.S. growth rate is sustainable and also does not believe regulatory risk is priced in, nor is continued margin pressure. Zuanic also said he does not see a bid from Coca-Cola (KO). Zuanic reiterated his Negative rating and lowered his price target to $54 from $56 on Monster Beverage shares.
01/12/18
EVER
01/12/18
UPGRADE
EVER
Outperform
Coca-Cola upgraded to Outperform from In Line at Evercore ISI
KHC Kraft Heinz
$72.71

0.79 (1.10%)

02/14/18
MSCO
02/14/18
NO CHANGE
Target $88
MSCO
Overweight
Kraft Heinz current value reflects 'peak pessimism,' says Morgan Stanley
Morgan Stanley analyst Matthew Grainger believes that the risk-reward associated with Kraft Heinz as current levels looks "increasingly compelling." Disappointing recent U.S. top-line headwinds look ultimately fixable, while improving emerging markets and costs should support above-peer growth in 2018, said Grainger. He also thinks the stock still warrants some level of strategic premium given the company's M&A track record, noting that management has recently underscored a desire to be a "force of consolidation" in an industry where valuations are now at more supportive levels, Grainger tells investors. He maintains an Overweight rating and $88 price target on Kraft Heinz shares.
01/19/18
JEFF
01/19/18
INITIATION
Target $95
JEFF
Buy
Kraft Heinz initiated with a Buy at Jefferies
Jefferies analyst Akshay Jagdale started Kraft Heinz with a Buy rating and $95 price target. The analyst views the company as a core holding given its "best-in-class" M&A optionality, improving returns and sales growth. He believes Kraft Heinz is positioned to outperform peers.
11/02/17
FBCO
11/02/17
NO CHANGE
Target $90
FBCO
Outperform
Kraft Heinz price target lowered to $90 from $100 at Credit Suisse
Credit Suisse analyst Robert Moskow lowered his price target for Kraft Heinz to $90 from $100 as Q3 adjusted EPS was better than consensus, but the momentum build from Q2 was not as robust as management hoped it would be. The analyst reiterates an Outperform rating on the shares.
11/02/17
BMOC
11/02/17
NO CHANGE
Target $82
BMOC
Market Perform
Kraft Heinz price target lowered to $82 from $96 at BMO Capital
BMO Capital analyst Kenneth Zaslow lowered his price target on Kraft Heinz to $82 and kept his Market Perform rating following Q3 results that showed lower than expected tax rate offsetting lower than expected organic revenue growth. Zaslow contends that the company is faced with "a litany of challenges" such as ongoing private label pressure amid widening price gaps in natural cheese and international competition in infant nutrition and canned vegetables. Internally, the analyst notes potential supply chain and distribution headwinds in the U.S. that will likely limit top-line and EBITDA growth.
DE Deere
$166.81

3.53 (2.16%)

01/10/18
RBCM
01/10/18
UPGRADE
Target $190
RBCM
Outperform
Deere upgraded to Outperform at RBC Capital on improving farm machinery outlook
As reported earlier, RBC Capital analyst Seth Weber upgraded Deere to Outperform from Sector Perform and raised his price target to $190 from $155. Weber says he is positive on the company's leadership position in North American farm machinery which is stabilizing and exposure to the earth moving equipment category. The analyst is also constructive on Deere's recent Wirten Group acquisition.
01/10/18
WELS
01/10/18
NO CHANGE
Target $200
WELS
Outperform
Deere price target raised to $200 from $170 at Wells Fargo
Wells Fargo analyst Andrew Casey raised his price target for Deere to $200 from $170 as he continues to expect further stock upside potential to be driven by cyclical demand improvement, above market growth prospects, and structural cost reduction. The analyst reiterates an Outperform rating on the shares.
01/10/18
RBCM
01/10/18
UPGRADE
RBCM
Outperform
Deere upgraded to Outperform from Sector Perform at RBC Capital
01/17/18
STFL
01/17/18
NO CHANGE
Target $184
STFL
Buy
Deere price target raised to $184 from $161 at Stifel
Stifel analyst Stanley Elliott raised his price target on Deere shares to $184 from $161, noting that several newsworthy items - including a recent sell side breakfast, December retail sales, and changes to management's short-term incentive programs - have left him incrementally more encouraged. Elliott maintains his Buy rating on Deere shares.
VFC VF Corp.
$83.94

0.25 (0.30%)

02/05/18
PIPR
02/05/18
UPGRADE
Target $91
PIPR
Overweight
VF Corp. upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Erinn Murphy upgraded VF Corp. (VFC) to Overweight and raised her price target for the shares to $91 from $85. The analyst sees a "beat and raise" story being supported by an improving macro backdrop, the recent workwear acquisition, strong momentum of Vans, and improving outdoor lifestyle dynamics. The analyst believes VF's multiple could remain at a premium to the broader vendor group as the company deepens its relationship with Amazon (AMZN).
02/11/18
STFL
02/11/18
UPGRADE
STFL
Buy
VF Corp. upgraded to Buy from Hold at Stifel
02/12/18
02/12/18
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. Nasdaq (NDAQ) upgraded to Outperform from Market Perform at Wells Fargo by analyst Christopher Harris, who said the company is at an inflection point where both its trading and non-trading segments will begin to generate faster growth. He sees a "pathway to much higher profit margin" over the next two years and believes the stock is "relatively inexpensive" at a discount to the S&P 500 Index. 2. Teva (TEVA) upgraded to Outperform from Neutral at Credit Suisse by analyst Vamil Divan. The analyst sees "early execution" towards the company's restructuring plan and believes its 2018 outlook is achievable. He feels expectations are now reasonable believes the upside path is now clearer. 3. Cisco Systems (CSCO) upgraded to Buy from Neutral at Nomura Instinet by analyst Jeffrey Kvaal to reflect the webscale uptick and believes tax reform and the company's recurring revenue transition provide downside protection. Kvaal believes the recent pullback in Cisco shares provides a buying opportunity. 4. Tallgrass Energy Partners (TEP) upgraded to Overweight from Equal Weight at Barclays by analyst Christine Cho, who lowered her price target to $43 from $50. The analyst said her analysis suggests a Tallgrass Energy GP (TEGP) acquisition of Tallgrass Energy Partners is the most likely scenario. She valued Tallgrass Energy Partner at $43 in this scenario. 5. VF Corp (VFC) upgraded to Buy from hold at Stifel by analyst Jim Duffy, who sees fiscal 2019 consensus estimates rising throughout the year due to fundamental strength, environmental factors, and currency. Duffy believes VF shares can sustain the premium multiple for the "foreseeable future." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/12/18
STFL
02/12/18
UPGRADE
Target $91
STFL
Buy
Stifel sees VF estimates going higher, upgrades shares to Buy
Stifel analyst Jim Duffy upgraded VF Corp. to Buy from Hold and raised his price target for the shares to $91 from $78. The analyst sees fiscal 2019 consensus estimates rising throughout the year due to fundamental strength, environmental factors, and currency. Duffy believes VF shares can sustain the premium multiple for the "foreseeable future."
VMC Vulcan Materials
$133.47

3.85 (2.97%)

10/11/17
JEFF
10/11/17
INITIATION
Target $122
JEFF
Hold
Vulcan Materials assumed with a Hold at Jefferies
Jefferies analyst Philip Ng assumed coverage of Vulcan Materials with a Hold rating and $122 price target. The analyst cites near-term headwinds from Hurricanes Harvey and Irma as well as a "premium valuation" for his Hold rating.
12/12/17
LEHM
12/12/17
INITIATION
Target $135
LEHM
Overweight
Vulcan Materials initiated with an Overweight at Barclays
Barclays analyst Adam Seiden started Vulcan Materials with an Overweight rating and $135 price target.
12/26/17
SBSH
12/26/17
NO CHANGE
Target $144
SBSH
Buy
Citi sees 'great stocking stuffer' in Vulcan Materials settlement
Citi analyst Scott Schrier calls Vulcan Materials' settlement with the Justice Department, which allows for the acquisition of Aggregates USA following 17 divestitures, a "great stocking stuffer." The analyst believes there can be "significant synergies" from the deal due to Vulcan's footprint and distribution network in the Southeast part of the country. He keeps a Buy rating on the shares with a $144 price target.
12/14/17
RHCO
12/14/17
NO CHANGE
Target $145
RHCO
Buy
Vulcan Materials backlog at 3-year-high, says SunTrust
SunTrust analyst Rohit Seth keeps his Buy rating and $145 price target on Vulcan Materials after hosting investor meetings earlier this week. Seth says that "contrary to the contract award data", visibility for the company is on the rise given that the company's backlogs are now at the highest level in 3 years. The analyst adds that Vulcan Materials is gaining confidence that public recovery is underway.
CPB Campbell Soup
$47.70

0.74 (1.58%)

01/16/18
SBSH
01/16/18
UPGRADE
Target $57
SBSH
Buy
Campbell Soup upgraded to Buy from Neutral at Citi
Citi analyst David Driscoll upgraded Campbell Soup to Buy and raised his price target for the shares to $57 from $54. The analyst sees a good setup for food stocks in 2018 due to improving fundamentals as well as benefits from cost savings and tax reform.
02/06/18
JEFF
02/06/18
DOWNGRADE
Target $50
JEFF
Hold
Snyder's-Lance downgraded to Hold from Buy at Jefferies
Jefferies analyst Akshay Jagdale downgraded Snyder's-Lance (LNCE) to Hold citing the acquisition by Campbell Soup (CPB). The chance of a higher, alternative bid emerging is "fairly remote" given the transaction's rich valuation, Jagdale tells investors in a research note. The analyst raised his price target for the shares to $50 from $44 and expects the deal to close in Q2.
01/26/18
WOLF
01/26/18
INITIATION
WOLF
Peer Perform
Campbell Soup initiated with a Peer Perform at Wolfe Research
01/16/18
SBSH
01/16/18
NO CHANGE
Target $91
SBSH
Buy
Kellogg added to U.S. Focus List at Citi
Citi analyst David Driscoll added Kellogg (K) to his firm's U.S. Focus List and raised his price target for the shares to $91 from $86. The analyst sees a good setup for food stocks in 2018 due to improving fundamentals as well as benefits from cost savings and tax reform. He keeps a Buy rating on Kellogg. Driscoll this morning also upgraded Campbell Soup (CPB) to Buy.
SJM J.M. Smucker
$122.65

1.64 (1.36%)

11/17/17
MSCO
11/17/17
NO CHANGE
Target $112
MSCO
Underweight
J.M. Smucker 'green shoots' not a 'green light,' says Morgan Stanley
Morgan Stanley analyst Matthew Grainger said he expects J.M. Smucker's improved momentum in coffee and pet sales to support a modestly higher valuation, but he believes a sustainable improvement in its results, and particularly its margins, remains less clear. He raised his price target on the stock to $112 from $106, but maintains an Underweight rating, citing fundamental challenges and what he views as lower strategic potential.
12/14/17
HDLY
12/14/17
NO CHANGE
HDLY
Hilliard Lyons Top Ideas for Year-End 2017
Hilliard Lyons Research named its Top Ideas for Year-End 2017. They are: Pinnacle Financial (PNFP), Disney (DIS), J.M. Smucker (SJM), NextEra Energy (NEE), Zoetis (ZTS), Leggett & Platt (LEG), South Jersey Industries (SJI), Tanger Factory (SKT), Physicians Realty Trust (DOC), VMware (VMW), AT&T (T), and American Water (AWK).
01/04/18
WELS
01/04/18
NO CHANGE
Target $128
WELS
Market Perform
J.M. Smucker price target raised to $128 from $121 at Wells Fargo
Wells Fargo analyst John Baumgartner raised his price target for J.M. Smucker to $128 from $121, citing tax reform and stronger macros. The analyst reiterates a Market Perform rating on the shares.
01/10/18
FBCO
01/10/18
NO CHANGE
Target $120
FBCO
Neutral
J.M. Smucker price target raised to $120 from $110 at Credit Suisse
Credit Suisse analyst Robert Moskow raised his price target for J.M. Smucker to $120 from $110 to incorporate tax reform legislation impact. The analyst reiterates a Market Perform rating on the shares.
NWL Newell Brands
$27.64

0.44 (1.62%)

02/09/18
MSCO
02/09/18
NO CHANGE
Target $27
MSCO
Equal Weight
Morgan Stanley doesn't see much more obvious value creation at Newell
Following the news that Starboard Value has taken a stake in Newell Brands and intends to launch a proxy fight to replace the whole board, Morgan Stanley analyst Dara Mohsenian said he does not see much obvious value creation potential beyond what the company has already announced in terms of asset sales and aggressive cost cuts. Additionally, the stock had already reacted positively over the last couple of weeks to the potential for an activist to emerge, said Mohsenian, who raised his price target on Newell shares to $27 from $25 and keeps an Equal Weight rating on the stock.
01/30/18
RHCO
01/30/18
NO CHANGE
Target $35
RHCO
Buy
Newell Brands price target lowered to $35 from $40 at SunTrust
SunTrust analyst William Chappell lowered his price target on Newell Brands to $35 after last week's negative pre-announcement on earnings and board changes. The analyst keeps his Buy rating however, saying he "still believes there is significantly more value to this company than the current stock price reflects". Chappell also notes the misperception of a need to divest certain brands for cash, stating that "these are solid businesses", adding that investors will have more confidence in the company's stability after looking at the final year-end balance sheet.
02/08/18
DBAB
02/08/18
NO CHANGE
Target $23
DBAB
Hold
Deutsche Bank 'wary' of Newell Brands rally, keeps $23 price target
Deutsche Bank analyst Steve Powers remains "wary" of the recent rally in shares of Newell Brands. The company has "surprisingly" outperformed a volatile market by nearly 25% over the last 10 days, Powers tells investors in a research note. The move has less to do with newfound optimism in Newell's business fundamentals, and more to do with increasing theorizing that an activist may soon appear, the analyst contends. Powers believes activist speculation is not based on "any hard evidence" and also thinks current management are "positive forces" in the company's turnaround story. Further, he sees "no easy or obvious fixes" for Newell's operational turnaround. Powers keeps a Hold rating on Newell Brands with a $23 price target.
02/09/18
JEFF
02/09/18
NO CHANGE
Target $32
JEFF
Hold
Newell battle to come down to who has better vision, says Jefferies
Jefferies analyst Kevin Grundy says shares of Newell Brands "look cheap" and should get a boost on the Wall Street Journal's report of Starboard launching an activist campaign. The battle should come down to who has the better vision to return Newell to consistent sales/profit/free cash flow growth, Grundy tells investors in a research note. The analyst notes that Starboard has had success launching similar campaigns. He keeps a Hold rating on Newell Brands with a $32 price target.
IPGP IPG Photonics
$259.07

6.61 (2.62%)

11/01/17
NEED
11/01/17
NO CHANGE
Target $230
NEED
Buy
IPG Photonics price target raised to $230 from $210 at Needham
Needham analyst James Ricchiuti raised his price target on IPG Photonics to $230 following a "stellar" Q3 report that showed record gross and operating margins. Ricchiuti says the company's CW laser sales rose 60% on the year as the product mix shifts to higher-power lasers. The analyst notes that valuations may appear stretched unless investors are willing to look beyond a year.
11/01/17
DADA
11/01/17
NO CHANGE
Target $235
DADA
Buy
IPG Photonics price target raised to $235 from $220 at DA Davidson
DA Davidson analyst Thomas Diffely raised his price target on IPG Photonics to $235 and kept a Buy rating following Q3 earnings. Diffely notes the company saw a ramp in demand for high power laser cutting and welding as revenues increased 48% and margins expanded 280 basis points from prior year. Regionally, sales in China - IPG Photonics' biggest market - also grew about 70%, as customers replace traditional lasers and non-laser-based technologies with fiber lasers at a faster pace than elsewhere.
01/24/18
NEED
01/24/18
NO CHANGE
Target $280
NEED
Buy
IPG Photonics price target raised to $280 from $230 at Needham
Needham analyst James Ricchiuti raised his price target on IPG Photonics to $280 from $230 after meeting with the company's management at the 20th Annual Needham Growth Conference. The analyst says the "favorable tailwinds driving the company's business remain in place in 2018, particularly with the synchronized global economic expansion under way in the U.S., Europe and Asia". Ricchiuti maintains that China is IPG Photonics' primary growth engine, as revenues in the region rose over 80% through the first 9 months of 2017.
10/20/17
NEED
10/20/17
NO CHANGE
Target $210
NEED
Buy
IPG Photonics price target raised to $210 from $182 at Needham
Needham analyst James Ricchiuti raised his price target on IPG Photonics to $210 and maintained a Buy rating ahead of Q3 earnings. Ricchiuti says the 33% run-up in shares suggests market expectations of a strong quarter, adding that his checks with industry participants also suggest that his initial assumptions were overly conservative. The analyst notes that China sales will remain strong benefiting from ongoing strength in the high-power materials processing market and continued growth in medium-power fiber lasers.
WBC Wabco
$143.60

0.38 (0.27%)

10/23/17
VERT
10/23/17
UPGRADE
VERT
Hold
Wabco upgraded to Hold from Sell at Vertical Research
Vertical Research analyst Joe O'Dea upgraded Wabco to Hold saying he does not see any negative catalysts over the next 6+ months to pressure shares.
01/04/18
STFL
01/04/18
NO CHANGE
STFL
Strong December Class 8 truck orders should be viewed positively, says Stifel
Stifel analyst Michael Baudendistel noted that ACT Research reported December Class 8 truck orders of 37,500 units, up 75% year-over year and modestly stronger than October's 36,100 units. While not significantly out of line with expectations, the order data should be viewed positively, said Baudendistel, who reiterates his Buy ratings on Meritor (MTOR), Navistar (NAV) and Wabco (WBC). The Fly notes that other names leveraged to Class 8 truck data include Paccar (PCAR), Cummins (CMI), Allison Transmission (ALSN) and Eaton (ETN).
10/20/17
RBCM
10/20/17
NO CHANGE
Target $169
RBCM
Outperform
Wabco price target raised to $169 from $166 at RBC Capital
RBC Capital analyst Seth Weber raised his price target on Wabco to $169 and kept his Outperform rating, noting the company is his "favorite secular growth story." Weber says Q3 results showed strong revenue growth and good operating leverage, while the recent deals in autonomous driving broaden the company's portfolio.
10/20/17
BMOC
10/20/17
NO CHANGE
Target $160
BMOC
Market Perform
Wabco price target raised to $160 from $147 at BMO Capital
BMO Capital analyst Joel Tiss raised his price target on Wabco to $160, noting that Q3 results were supported by healthy commercial vehicle markets across the globe. Tiss says he expects continued outperformance from the company in spite of management's typically conservative initial 2018 forecast that implies a flat or slightly higher truck and bus production. The analyst keeps his Market Perform rating on Wabco, citing valuation.
R Ryder
$84.74

0.25 (0.30%)

09/13/17
KEYB
09/13/17
UPGRADE
KEYB
Overweight
Ryder upgraded to Overweight from Sector Weight at KeyBanc
09/14/17
KEYB
09/14/17
UPGRADE
Target $100
KEYB
Overweight
Ryder upgraded to Overweight with $100 price target at KeyBanc
KeyBanc analyst Todd Fowler last night upgraded Ryder System to Overweight from Sector Weight with a $100 price target. The analyst believes the company's earnings path is improving after channel checks indicated near-term rental activity is at the high end of seasonal variations. Further, stabilizing used truck markets should reduce valuation adjustments and accelerated depreciation, Fowler tells investors in a research note.
10/02/17
BARD
10/02/17
NO CHANGE
Target $98
BARD
Outperform
Ryder price target raised to $98 from $84 at Baird
Baird analyst Benjamin Hartford raised his price target on Ryder to $98 form $84 given the incremental evidence of firming cyclical trends. He admits near-term upside could be tempered given recent hurricane-related disruptions, but he said the incremental evidence of stabilization/improvement in its cyclically sensitive components supports investor sentiment. Hartford reiterated his Outperform rating and said Ryder remains a top idea.
09/14/17
09/14/17
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. VMware (VMW) upgraded to Overweight from Equal Weight at Barclays with analyst Raimo Lenschow saying the stock looks undervalued as the thesis that VMware will lose market share as workloads move to the public cloud no longer seems valid, Lenschow tells investors in a research note. 2. Ryder (R) upgraded to Overweight from Sector Weight at KeyBanc with analyst Todd Fowler saying he believes the company's earnings path is improving after channel checks indicated near-term rental activity is at the high end of seasonal variations. 3. Century Communities (CCS) and Beazer Homes (BZH) were upgraded to Overweight from Neutral at JPMorgan. 4. Southern Company (SO) upgraded to Buy from Neutral at Guggenheim. 5. Air Products (APD) upgraded to Positive from Neutral at Susquehanna. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
AXL American Axle
$15.78

-0.01 (-0.06%)

01/15/18
LEHM
01/15/18
NO CHANGE
LEHM
Barclays likes American Axle, Fiat Chrysler in 'back-to-basics world'
After the Consumer Electronics Show focused on autonomous driving, Barclays analyst Brian Johnson expects the North American International Auto Show in Detroit "will get back to the here and now earnings drivers." The focus will be on trucks, tariffs, and taxes, Johnson tells investors in a research note on the U.S. Autos & Auto Parts sector. This includes a focus on key pickup truck launches, the potential for a North American Free Trade Agreement withdrawal to re-impose tariffs on autos and auto parts, and the impact of tax reform on earnings. In this "back-to-basics world," Johnson likes shares of American Axle (AXL) and Fiat Chrysler (FCAU). He sees Fiat as benefiting the most from tax reform and notes American Axle, his top pick, is the most levered to the U.S. large pickup market of any supplier he covers. The analyst says he's more confident in his Top Pick call and $25 price target on American Axle.
12/05/17
MSCO
12/05/17
NO CHANGE
MSCO
Morgan Stanley raises price targets for American Axle, BorgWarner and Magna
After his recent work made him more cautious on the pace of electric vehicle adoption and penetration, Morgan Stanley analyst Adam Jonas said his negative thesis on American Axle (AXL), BorgWarner (BWA) and Magna (MGA) related to their exposure to internal combustion powered autos has been delayed. Jonas raised his price target for American Axle to $16 from $11 and his target on BorgWarner to $38 from $32, but he maintains Underweight ratings on both. He also raised his price target for Magna to $49 from $47, but keeps an Equal Weight rating on its shares.
10/12/17
DBAB
10/12/17
DOWNGRADE
Target $104
DBAB
Hold
Delphi downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Rod Lache downgraded Delphi Automotive (DLPH) to Hold and lowered his price target for the shares to $104 from $108. The analyst views the valuation as fair at current share levels and sees better opportunities elsewhere in the space. Lache prefers shares of General Motors (GM), American Axle (AXL) and Magna (MGA) for automotive exposure.
06/22/17
DBAB
06/22/17
DOWNGRADE
DBAB
Hold
Dana Holding downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Rod Lache downgraded Dana Holding (DAN) to Hold from Buy, noting that the stock has risen to within 5% of the firm's target. Looking at the broader space, he contends that the backdrop remains unfavorable for Auto/Auto Parts stocks, though select suppliers can outperform if SAAR moderates slowly. Lache maintains Buy ratings on BorgWarner (BWA), Delphi (DLPH), and American Axle (AXL), which he views as having favorable near-term set-ups.

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Stepan Company

$75.84

0.62 (0.82%)

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12/10/18
21:25
Conference/Events
Morgan Stanley semiconductors analysts to hold analyst/industry conference call »

U.S. Semiconductors…

POL

PolyOne

$30.74

-0.24 (-0.77%)

21:17
12/10/18
12/10
21:17
12/10/18
21:17
Initiation
PolyOne initiated at Stifel »

PolyOne initiated with a…

03/08/13
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03/08/13
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03/06/13
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OLN

Olin

$20.32

0.14 (0.69%)

21:14
12/10/18
12/10
21:14
12/10/18
21:14
Initiation
Olin initiated at Stifel »

Olin initiated with a Buy…

03/08/13
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03/08/13
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03/06/13
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KRA

Kraton

$24.26

0.3 (1.25%)

21:07
12/10/18
12/10
21:07
12/10/18
21:07
Initiation
Kraton initiated at Stifel »

Kraton initiated with a…

03/08/13
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HT

Hersha Hospitality

$18.49

-0.27 (-1.44%)

20:57
12/10/18
12/10
20:57
12/10/18
20:57
Downgrade
Hersha Hospitality rating change at Wells Fargo »

Hersha Hospitality…

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CARS

Cars.com

$23.94

-0.37 (-1.52%)

20:53
12/10/18
12/10
20:53
12/10/18
20:53
Hot Stocks
Cars.com responds to letter from Starboard Value fund »

Cars.com states:…

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VERI

Veritone

$6.90

1.28 (22.78%)

20:49
12/10/18
12/10
20:49
12/10/18
20:49
Hot Stocks
Veritone confirms unsolicited bid from Apis Capital »

Veritone confirmed that…

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NGVT

Ingevity

$86.46

1.31 (1.54%)

20:47
12/10/18
12/10
20:47
12/10/18
20:47
Initiation
Ingevity initiated at Stifel »

Ingevity initiated with a…

03/08/13
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03/08/13
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FUL

H.B. Fuller

$41.36

-0.36 (-0.86%)

20:38
12/10/18
12/10
20:38
12/10/18
20:38
Initiation
H.B. Fuller initiated at Stifel »

H.B. Fuller initiated…

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EMN

Eastman Chemical

$72.77

-0.36 (-0.49%)

20:29
12/10/18
12/10
20:29
12/10/18
20:29
Initiation
Eastman Chemical initiated at Stifel »

Eastman Chemical…

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DSW

DSW

$23.04

-1.19 (-4.91%)

20:25
12/10/18
12/10
20:25
12/10/18
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

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  • 11

    Dec

CE

Celanese

$89.79

-1.445 (-1.58%)

20:24
12/10/18
12/10
20:24
12/10/18
20:24
Initiation
Celanese initiated at Stifel »

Celanese initiated with a…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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ASIX

AdvanSix

$25.33

0.18 (0.72%)

20:18
12/10/18
12/10
20:18
12/10/18
20:18
Initiation
AdvanSix initiated at Stifel »

AdvanSix initiated with a…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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GWW

Grainger

$285.60

-3.88 (-1.34%)

20:11
12/10/18
12/10
20:11
12/10/18
20:11
Initiation
Grainger initiated at Buckingham »

Grainger initiated with a…

03/08/13
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03/08/13
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03/06/13
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  • 24

    Jan

NFLX

Netflix

$269.80

4.66 (1.76%)

20:00
12/10/18
12/10
20:00
12/10/18
20:00
Initiation
Netflix initiated at DZ Bank »

Netflix initiated with a…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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VIVHY

Vivendi

$0.00

(0.00%)

19:12
12/10/18
12/10
19:12
12/10/18
19:12
Periodicals
Vivendi seeks to invest in Trump partner's Indonesia TV unit, Bloomberg says »

Vivendi is seeking to…

03/08/13
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GOOG

Alphabet

$1,040.02

3.5 (0.34%)

, GOOGL

Alphabet Class A

$1,052.80

5.81 (0.55%)

19:05
12/10/18
12/10
19:05
12/10/18
19:05
Periodicals
Human rights orgs urge Google to not launch censored app in China, Verge says »

Dozens of human rights…

GOOG

Alphabet

$1,040.02

3.5 (0.34%)

GOOGL

Alphabet Class A

$1,052.80

5.81 (0.55%)

03/08/13
Wedge Partners
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03/06/13
Citigroup
03/06/13
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  • 11

    Dec

  • 03

    Mar

ASNA

Ascena Retail

$2.73

-0.28 (-9.30%)

, ASPU

Aspen Group

$5.66

-0.14 (-2.41%)

18:59
12/10/18
12/10
18:59
12/10/18
18:59
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: Ascena…

ASNA

Ascena Retail

$2.73

-0.28 (-9.30%)

ASPU

Aspen Group

$5.66

-0.14 (-2.41%)

CARS

Cars.com

$23.94

-0.37 (-1.52%)

TROX

Tronox

$7.05

-0.25 (-3.42%)

CR

Crane

$78.23

-0.99 (-1.25%)

SFIX

Stitch Fix

$25.92

-0.42 (-1.59%)

CASY

Casey's General Stores

$119.64

-1.78 (-1.47%)

NX

Quanex

$14.05

-0.13 (-0.92%)

CAMP

CalAmp

$17.02

-0.23 (-1.33%)

RARX

RA Pharmaceuticals

$17.58

1.13 (6.87%)

SAEX

SAExploration

$3.33

-0.11 (-3.20%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 10

    Dec

  • 10

    Dec

  • 10

    Dec

  • 10

    Dec

  • 11

    Dec

  • 11

    Dec

  • 12

    Dec

  • 19

    Dec

  • 12

    Dec

TROX

Tronox

$7.05

-0.25 (-3.42%)

18:46
12/10/18
12/10
18:46
12/10/18
18:46
Hot Stocks
Tronox CEO discloses purchase of 25K shares of common stock »

In a regulatory filing,…

03/08/13
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ALGT

Allegiant Travel

$124.89

-1.45 (-1.15%)

18:37
12/10/18
12/10
18:37
12/10/18
18:37
Hot Stocks
Allegiant reports November total systems traffic up 10.1% »

Reports total systems…

03/08/13
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SPLK

Splunk

$108.55

2.85 (2.70%)

18:27
12/10/18
12/10
18:27
12/10/18
18:27
Periodicals
Splunk CEO says customers can now talk via voice-enabled assistants, CNBC says »

Splunk president and CEO…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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  • 10

    Dec

  • 19

    Dec

  • 20

    Dec

  • 09

    Jan

EFC

Ellington Financial

$15.57

0.01 (0.06%)

18:22
12/10/18
12/10
18:22
12/10/18
18:22
Hot Stocks
Ellington Financial reports book value per share of $19.37 as of Nov. 30th »

Ellington Financial…

03/08/13
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03/06/13
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03/06/13
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NTDOY

Nintendo

$0.00

(0.00%)

18:22
12/10/18
12/10
18:22
12/10/18
18:22
Periodicals
New 'Smash Bros.' fastest selling Switch game so far, Gamesindustry.biz says »

Nintendo's latest…

03/08/13
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03/08/13
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03/06/13
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GOOG

Alphabet

$1,040.02

3.5 (0.34%)

, GOOGL

Alphabet Class A

$1,052.80

5.81 (0.55%)

18:15
12/10/18
12/10
18:15
12/10/18
18:15
Periodicals
Google CEO supports privacy law, denies political bias, Bloomberg says »

Google CEO Sundar Pichai…

GOOG

Alphabet

$1,040.02

3.5 (0.34%)

GOOGL

Alphabet Class A

$1,052.80

5.81 (0.55%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 11

    Dec

  • 03

    Mar

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