Breaking News Instant updates and real-time market news.

JBLU

JetBlue

$21.73

0.41 (1.92%)

, BDRBF

Bombardier

$3.21

0.0602 (1.91%)

06:42
02/27/18
02/27
06:42
02/27/18
06:42

JetBlue talks pick up with planemakers over jet replacement, Reuters reports

JetBlue (JBLU) has met with Bombardier (BDRBF) and also had plans to meet with Embraer (ERJ) this month signaling that talks are ramping up for the airlines' sales campaign, Reuters reports, citing an internal email. JetBlue, which has not finalized a deal with any planemaker, is mulling whether to replace its fleet of roughly 60 E-190 jets putting Bombardier's CSeries in competition with Embraer's E190-E2. Reference Link

JBLU

JetBlue

$21.73

0.41 (1.92%)

BDRBF

Bombardier

$3.21

0.0602 (1.91%)

ERJ

Embraer

$27.95

0.12 (0.43%)

JBLU JetBlue
$21.73

0.41 (1.92%)

02/12/18
WOLF
02/12/18
UPGRADE
WOLF
Peer Perform
JetBlue upgraded to Peer Perform from Underperform at Wolfe Research
01/30/18
01/30/18
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. CVS Health (CVS) upgraded to Strong Buy from Buy at Needham by analyst Kevin Caliendo, who contended that the stock remains underowned and, unlike its peers, yet to rally beyond the expectations of benefits from the tax changes. The analyst says the company's multiple has remained constant despite the expansion in the rest of the pharma services industry, forecasting EPS growth of 8%-10% beyond the modeled $8 per share in 2019. 2. JetBlue (JBLU) upgraded to Overweight from Neutral at JPMorgan by analyst Jamie Bakier who said the company's costs are "gradually coming under control" and its balance sheet is "sound." The analyst also upgraded United Continental (UAL) to Overweight from Underweight, saying the shares are the "cheapest in the sector and among the most washed out, having declined the most from recent highs." 3. Gilead (GILD) upgraded to Buy from Neutral at Citi by analyst Robyn Karnauskas, who said that tax reform could lower the company's tax rate to 22% in 2018 versus prior estimates of 28%. The analyst also raised her nonalcoholic steatohepatitis and JAK-1 probability of success estimates to 50% with both Phase 3 trials expected in the next 12 months. Further, Karnauskas expects Gilead's hepatitis C virus business to stabilize by mid-2018. 4. Intel (INTC) upgraded to Buy from Neutral at Citi by analyst Christopher Danely, who said overly conservative guidance and poor sentiment from years of underperformance should drive estimates and the stock higher in the near term. He believes management's "new habit" of conservative guidance is good for the stock. 5. Albemarle (ALB) upgraded to Buy from Neutral at UBS by analyst John Roberts, who said the stock is down 23% from the November high despite no change to the outlook for lithium. The analyst attributes the pullback to larger scale lithium expansion announcements and raising concerns of potential oversupply. He believes the market is pricing in 10% annual realized price declines for Albemarle over the next few years. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/30/18
JPMS
01/30/18
DOWNGRADE
Target $67
JPMS
Underweight
Alaska Air downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Jamie Baker downgraded Alaska Air Group (ALK) to Underweight and lowered his price target for the shares to $67 from $74. The analyst notes that Alaska Air is the only name where he had to cut his 2019 estimates. He also believes the company "remains in the United crosshairs in San Francisco." Alaska is also slightly more expensive than JetBlue on 2019 earnings, Baker tells investors in a research note. The analyst this morning also Southwest (LUV) to Neutral and upgraded both JetBlue (JBLU) and United Continental (UAL) to Overweight.
01/30/18
JPMS
01/30/18
UPGRADE
Target $26
JPMS
Overweight
JetBlue upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Jamie Baker upgraded JetBlue (JBLU) Airways to Overweight and raised his price target for the shares to $26 from $22. The company's costs are "gradually coming under control" and its balance sheet is "sound," Baker tells investors in a research note. He also believes JetBlue's network appears the least exposed of any to United Continental's (UAL) mid-continent hub efforts.
BDRBF Bombardier
$3.21

0.0602 (1.91%)

04/07/17
GSCO
04/07/17
UPGRADE
GSCO
Buy
Bombardier upgraded to Buy from Neutral at Goldman
Goldman Sachs analyst Noah Poponak upgraded Bombardier to Buy with a C$3 price target.
11/21/17
JPMS
11/21/17
UPGRADE
JPMS
Overweight
Bombardier upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Seth Seifman upgraded Bombardier to Overweight citing increased confidence in the company's turnaround and potential for upside over the next 12-18 months if it can bring the Global 7000 into service successfully.
10/17/17
FBCO
10/17/17
NO CHANGE
FBCO
Outperform
Bombardier, Airbus CSeries venture a net positive for both, says Credit Suisse
Credit Suisse analyst Robert Spingarn views Airbus (EADSY)/Bombardier (BDRBF) CSeries venture as a net positive for both players. Bombardier should enjoy higher sales and lower costs than it would have captured alone, he contends, adding that the deal also offers a solution to the CSeries trade dispute with Boeing (BA), with the establishment of a second final assembly line at Airbus' Alabama facility to serve U.S. customers. For Airbus, Spingarn sees this deal as a marginal positive, as it expands its product range with a good aircraft platform at a relatively small cost. He reiterates an Outperform rating for Bombardier, while raising his price target on the shares to C$3.50 from C$3.25.
02/20/18
COWN
02/20/18
UPGRADE
COWN
Outperform
Bombardier upgraded to Outperform from Market Perform at Cowen
Cowen analyst Cai von Rumohr upgraded Bombardier to Outperform from Neutral citing its leveraged turnaround with improving execution, firming business jet demand, and receding Global 7000/"C" series risks.
ERJ Embraer
$27.95

0.12 (0.43%)

12/22/17
JEFF
12/22/17
NO CHANGE
Target $312
JEFF
Buy
Jefferies sees possible Embraer deal modestly accretive to Boeing
Jefferies analyst Sheila Kahyaoglu estimates an acquisition of Embraer (ERJ), done at a 40% premium, would be 2%, or 20c, accretive to Boeing's (BA) core earnings per share in 2020. While the transaction would be strategically beneficial for Boeing's commercial aircraft and services portfolio, it is not clear what restrictions the Brazilian government would place on any combination, Kahyaoglu tells investors in a research note. She has a Buy rating on Boeing with a $312 price target.
10/31/17
JPMS
10/31/17
DOWNGRADE
Target $21
JPMS
Neutral
Embraer downgraded to Neutral from Overweight at JPMorgan
JPMorgan analyst Carlos Louro downgraded Embraer to Neutral and lowered his price target for the shares to $21 from $25. The analyst sees a more challenging margin environment for 2018 and 2019 following the company's lower than expected guidance. He assumes lower operational margins for all segments going forward.
10/31/17
10/31/17
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. Cypress Semiconductor (CY) downgraded to Equal Weight from Overweight at Barclays WITH analyst Blayne Curtis saying he believes most of the catalysts have played out and that additional margin leverage should get tougher from here. 2. Dominion Midstream (DM) was downgraded to Sector Perform from Outperform at RBC Capital and to Neutral from Buy at Mizuho. 3. Embraer (ERJ) downgraded to Neutral from Overweight at JPMorgan with analyst Carlos Louro saying he sees a more challenging margin environment for 2018 and 2019 following the company's lower than expected guidance. 4. H.B. Fuller (FUL) downgraded to Neutral from Buy at Citi with analyst Eric Petrie saying the Royal acquisition close is priced in at current share levels. 5. Iconix Brand (ICON) downgraded to Neutral from Buy at Roth Capital with analyst Dave King citing the company's announcement that its DanskinNow brand will not be renewed at Wal-Mart (WMT) beyond January 2019. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/21/17
WELS
12/21/17
NO CHANGE
WELS
A Boeing acquisition of Embraer would be negative for Textron, says Wells Fargo

TODAY'S FREE FLY STORIES

03:10
07/19/18
07/19
03:10
07/19/18
03:10
General news
FX Action: USD-CAD has settled under 1.3200 »

FX Action: USD-CAD has…

02:35
07/19/18
07/19
02:35
07/19/18
02:35
General news
FX Update: The Dollar has mostly traded in narrow ranges »

FX Update: The Dollar…

01:45
07/19/18
07/19
01:45
07/19/18
01:45
General news
Asian Market Wrap »

Asian Market Wrap: Bond…

BHLB

Berkshire Hills Bancorp

$40.80

0.15 (0.37%)

22:34
07/18/18
07/18
22:34
07/18/18
22:34
Upgrade
Berkshire Hills Bancorp rating change at Compass Point »

Berkshire Hills Bancorp…

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

  • 19

    Jul

PG

Procter & Gamble

$79.71

-0.34 (-0.42%)

22:34
07/18/18
07/18
22:34
07/18/18
22:34
Downgrade
Procter & Gamble rating change at UBS »

Procter & Gamble…

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

  • 31

    Jul

GWW

Grainger

$338.99

33.78 (11.07%)

22:33
07/18/18
07/18
22:33
07/18/18
22:33
Upgrade
Grainger rating change at UBS »

Grainger 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

  • 18

    Jul

MS

Morgan Stanley

$50.54

1.34 (2.72%)

22:32
07/18/18
07/18
22:32
07/18/18
22:32
Upgrade
Morgan Stanley rating change at Bernstein »

Morgan Stanley upgraded…

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

  • 18

    Jul

ESTA

Establishment Labs

$0.00

(0.00%)

22:17
07/18/18
07/18
22:17
07/18/18
22:17
Syndicate
Establishment Labs 3.715M share IPO priced at $18.00 »

The deal size 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

  • 19

    Jul

CNST

Constellation Pharmaceuticals

$0.00

(0.00%)

22:12
07/18/18
07/18
22:12
07/18/18
22:12
Syndicate
Constellation Pharmaceuticals 4M share IPO priced at $15.00 »

The deal size was reduced…

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

  • 19

    Jul

CARB

Carbonite

$37.90

0.6 (1.61%)

22:09
07/18/18
07/18
22:09
07/18/18
22:09
Syndicate
Carbonite 5.463M share Secondary priced at $37.50 »

The company increased 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

  • 18

    Jul

  • 02

    Aug

  • 16

    Aug

  • 19

    Jul

TLRY

Tilray

$0.00

(0.00%)

22:04
07/18/18
07/18
22:04
07/18/18
22:04
Syndicate
Tilray 9M share IPO priced at $17.00 »

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

  • 19

    Jul

JBLU

JetBlue

$19.97

0.44 (2.25%)

, EADSY

Airbus

$0.00

(0.00%)

20:47
07/18/18
07/18
20:47
07/18/18
20:47
Periodicals
JetBlue founder to launch new U.S. low-cost airline, LA Times says »

JetBlue (JBLU) founder…

JBLU

JetBlue

$19.97

0.44 (2.25%)

EADSY

Airbus

$0.00

(0.00%)

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

  • 24

    Jul

PTC

PTC

$98.51

-0.4 (-0.40%)

20:28
07/18/18
07/18
20:28
07/18/18
20:28
Recommendations
PTC analyst commentary at MUFG »

PTC price target raised…

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

  • 18

    Jul

PM

Philip Morris

$82.16

-0.17 (-0.21%)

, UNP

Union Pacific

$141.26

2.96 (2.14%)

20:25
07/18/18
07/18
20:25
07/18/18
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

PM

Philip Morris

$82.16

-0.17 (-0.21%)

UNP

Union Pacific

$141.26

2.96 (2.14%)

DHR

Danaher

$98.80

-0.78 (-0.78%)

BK

BNY Mellon

$55.64

1.59 (2.94%)

BX

Blackstone

$36.23

0.52 (1.46%)

BBT

BB&T

$52.99

1 (1.92%)

TRV

Travelers

$130.03

1.26 (0.98%)

PPG

PPG

$106.84

1.43 (1.36%)

KEY

KeyCorp

$20.30

0.24 (1.20%)

FITB

Fifth Third

$30.26

0.75 (2.54%)

NUE

Nucor

$65.65

1.045 (1.62%)

GPC

Genuine Parts

$94.64

0.47 (0.50%)

ADS

Alliance Data

$226.51

1.13 (0.50%)

DPZ

Domino's Pizza

$283.74

1.74 (0.62%)

DOV

Dover

$74.21

-0.37 (-0.50%)

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

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 08

    Aug

  • 26

    Aug

  • 21

    Sep

  • 05

    Oct

  • 30

    Oct

FFKT

Farmers Capital Bank

$53.50

0.65 (1.23%)

20:23
07/18/18
07/18
20:23
07/18/18
20:23
Earnings
Farmers Capital Bank reports Q2 EPS 83c, consensus 73c »

Reports Q2 revenue…

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

APC

Anadarko

$71.49

0.06 (0.08%)

20:13
07/18/18
07/18
20:13
07/18/18
20:13
Recommendations
Anadarko analyst commentary at MUFG »

Anadarko 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

  • 01

    Aug

HES

Hess Corp.

$64.14

0.67 (1.06%)

20:00
07/18/18
07/18
20:00
07/18/18
20:00
Recommendations
Hess Corp. analyst commentary at MUFG »

Hess Corp 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

  • 25

    Jul

NBL

Noble Energy

$34.34

-0.11 (-0.32%)

19:52
07/18/18
07/18
19:52
07/18/18
19:52
Recommendations
Noble Energy analyst commentary at MUFG »

Noble Energy 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

  • 03

    Aug

NDLS

Noodles & Company

$11.80

-0.35 (-2.88%)

, IBM

IBM

$144.44

0.98 (0.68%)

19:08
07/18/18
07/18
19:08
07/18/18
19:08
Hot Stocks
On The Fly: After Hours Movers »

UP AFTER EARNINGS:…

NDLS

Noodles & Company

$11.80

-0.35 (-2.88%)

IBM

IBM

$144.44

0.98 (0.68%)

BHLB

Berkshire Hills Bancorp

$40.80

0.15 (0.37%)

CL

Colgate-Palmolive

$64.81

-0.76 (-1.16%)

EGAN

eGain

$13.15

-0.75 (-5.40%)

EBAY

eBay

$37.95

0.13 (0.34%)

CCK

Crown Holdings

$45.12

-0.265 (-0.58%)

PTC

PTC

$98.51

-0.4 (-0.40%)

AXP

American Express

$102.98

1.84 (1.82%)

URI

United Rentals

$155.14

2.94 (1.93%)

AA

Alcoa

$47.90

-0.105 (-0.22%)

SPWH

Sportsman's Warehouse

$5.23

-0.16 (-2.97%)

RUN

Sunrun

$15.16

-0.02 (-0.13%)

CLX

Clorox

$129.50

-5.5 (-4.07%)

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

  • 18

    Jul

  • 18

    Jul

  • 18

    Jul

  • 18

    Jul

  • 18

    Jul

  • 18

    Jul

  • 19

    Jul

  • 19

    Jul

  • 19

    Jul

  • 27

    Jul

  • 02

    Aug

  • 06

    Aug

  • 08

    Aug

  • 09

    Aug

  • 19

    Jul

GSBC

Great Southern Bancorp

$58.55

-0.2 (-0.34%)

19:03
07/18/18
07/18
19:03
07/18/18
19:03
Earnings
Great Southern Bancorp reports Q2 EPS 97c, consensus 94c »

Reports Q2 NII $41.2M,…

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

OMAB

OMA Airports

$45.82

-0.48 (-1.04%)

18:40
07/18/18
07/18
18:40
07/18/18
18:40
Hot Stocks
OMA Airports reports Q2 passenger traffic up 9.6% »

OMA generated a 25.7%…

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

OPTN

Optinose

$26.97

0.36 (1.35%)

18:35
07/18/18
07/18
18:35
07/18/18
18:35
Recommendations
Optinose analyst commentary at BMO Capital »

Optinose's Xhance…

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

T

AT&T

$31.73

-0.02 (-0.06%)

18:29
07/18/18
07/18
18:29
07/18/18
18:29
Periodicals
DOJ: AT&T-Time Warner ruling ignored 'basic economics,' FT reports »

The U.S. Department of…

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

  • 24

    Jul

  • 09

    Aug

SBGI

Sinclair Broadcast

$27.35

-0.65 (-2.32%)

, TRCO

Tribune Media

$34.09

0.79 (2.37%)

18:26
07/18/18
07/18
18:26
07/18/18
18:26
Hot Stocks
FCC votes unanimously to adopt hearing order on Sinclair-Tribune deal »

This evening, the Federal…

SBGI

Sinclair Broadcast

$27.35

-0.65 (-2.32%)

TRCO

Tribune Media

$34.09

0.79 (2.37%)

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

    Aug

  • 06

    Sep

RUN

Sunrun

$15.16

-0.02 (-0.13%)

, JKS

JinkoSolar

$13.70

-0.1 (-0.72%)

18:25
07/18/18
07/18
18:25
07/18/18
18:25
Downgrade
Sunrun, JinkoSolar, Canadian Solar, Vivint Solar rating change at Goldman Sachs »

Sunrun downgraded to…

RUN

Sunrun

$15.16

-0.02 (-0.13%)

JKS

JinkoSolar

$13.70

-0.1 (-0.72%)

CSIQ

Canadian Solar

$12.83

0.15 (1.18%)

VSLR

Vivint Solar

$5.20

(0.00%)

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

    Aug

  • 09

    Aug

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.