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BT

BT Group

$16.64

-0.26 (-1.54%)

, CHL

China Mobile

$46.49

-0.48 (-1.02%)

04:55
03/01/18
03/01
04:55
03/01/18
04:55

GSM Association to hold a conference

Mobile World Congress 2018 to be held in Barcelona, Spain on February 26-March 1.

BT

BT Group

$16.64

-0.26 (-1.54%)

CHL

China Mobile

$46.49

-0.48 (-1.02%)

DTEGY

Deutsche Telekom

$16.09

-0.08 (-0.49%)

ERIC

Ericsson

$6.62

-0.16 (-2.36%)

RHT

Red Hat

$147.40

-0.04 (-0.03%)

TELNY

Telenor

$22.52

-0.07 (-0.31%)

DCM

NTT DoCoMo

$25.54

-0.03 (-0.12%)

S

Sprint

$5.19

-0.06 (-1.14%)

VOD

Vodafone

$28.31

-0.27 (-0.94%)

V

Visa

$122.94

-0.43 (-0.35%)

VZ

Verizon

$47.74

-0.3 (-0.62%)

TMUS

T-Mobile

$60.61

0.67 (1.12%)

BAC

Bank of America

$31.98

-0.23 (-0.71%)

BC

Brunswick

$57.20

-0.04 (-0.07%)

T

AT&T

$36.30

-0.57 (-1.55%)

CBS

CBS

$52.97

-1.18 (-2.18%)

ADBE

Adobe

$209.13

0.31 (0.15%)

C

Citi

$75.49

-0.89 (-1.17%)

FB

Facebook

$178.32

-3.14 (-1.73%)

GOOG

Alphabet

$1,104.73

-13.56 (-1.21%)

IBM

IBM

$155.83

-0.72 (-0.46%)

INTC

Intel

$49.29

-0.62 (-1.24%)

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BT BT Group
$16.64

-0.26 (-1.54%)

02/23/18
02/23/18
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. FedEx (FDX) upgraded to Outperform from Market Perform at Bernstein with analyst David Vernon saying he expects revenue and earnings growth to be driven by a strengthening global economy and rising interest rates, the tightening domestic transportation market and demand for B2C delivery. 2. BT Group (BT) upgraded to Buy from Hold at Berenberg. 3. Financial Engines (FNGN) upgraded to Outperform from Market Perform at William Blair with analyst Robert Napoli citing the company's "strong" quarter. 4. Lennar (LEN) upgraded to Outperform from In Line at Evercore ISI. 5. Devon Energy (DVN) upgraded to Buy from Hold at KLR Group with analyst John Gerdes noting that the stock is down over 30% and has significantly underperformed the sector since late January, when he had previously downgraded it. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/23/18
BREN
02/23/18
UPGRADE
BREN
Buy
BT Group upgraded to Buy from Hold at Berenberg
Berenberg analyst Usman Ghazi upgraded BT Group to Buy.
02/21/18
02/21/18
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. Mosaic (MOS) upgraded to Overweight from Neutral at JPMorgan with analyst Jeffrey Zekauskas saying the company's reduced phosphate production in the U.S. has created a positive price dynamic. 2. BT Group (BT) upgraded to Hold from Sell at Deutsche Bank analyst Robert Grindle saying the stock has fallen 16% in 2018. 3. Palo Alto Networks (PANW) upgraded to Positive from Neutral at Susquehanna with analyst Anne Meisner citing expectations for a return to stable revenue growth, positive industry feedback on the company, encouraging channel checks, and relative valuation. 4. Gentherm (THRM) upgraded to Buy from Hold at Craig-Hallum with analyst Steve Dyer saying the new CEO brings renewed focus on growth, margin expansion and he expects stock to re-rate as a result. 5. Finish Line (FINL) upgraded to Neutral from Underperform at Buckingham with analyst Scott Krasik saying shares are down 40% year-to-date, with no change to fundamentals, and does not see a catalyst to move shares materially lower over the next 6-12 months. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/21/18
DBAB
02/21/18
UPGRADE
DBAB
Hold
BT Group upgraded to Hold from Sell at Deutsche Bank
Deutsche Bank analyst Robert Grindle upgraded BT Group to Hold with an unchanged price target of GBP 248. The stock has fallen 16% in 2018, Grindle tells investors in a research note. He feels now is the time to remove his two-plus year Sell rating on the name.
CHL China Mobile
$46.49

-0.48 (-1.02%)

12/20/17
RILY
12/20/17
NO CHANGE
Target $89
RILY
Buy
Lumentum to supply China Telecom's ROADM deployment, says B. Riley FBR
B. Riley FBR analyst Dave Kang says multiple Chinese media sources indicate that China Telecom (CHA) plans to deploy a ROADM-based network in both Northern and Southern China after successfully deploying a similar network in the middle and lower sections of the Yangtze River region. The analyst believes Lumentum (LITE) will be the primary supplier of ROADMs, or reconfigurable optical add/drop multiplexers. He points out the company's management recently indicated that several products, including ROADMs, have been expedited by Chinese customers. Further, Kang expects China Mobile (CHL) to follow China Telecom's lead, most likely in mid-2018. The analyst thinks the Chinese ROADM cycle will be an important catalyst for Lumentum in 2018 and beyond. The stock is up 11c to $53.51 in afternoon trading. Kang has a Buy rating on Lumentum with an $89 price target.
08/24/17
STFL
08/24/17
NO CHANGE
STFL
China Mobile tender positive for optical industry, says Stifel
After China Mobile (CHL) released a tender for about 42,200 WDM/OTN device boards and ports, Stifel analyst Patrick Newton says the news are a positive for the optical industry, particularly for investor sentiment. The analyst believes the China Mobile tender is indicative of a thawing in metro tenders and deployments in China, which should eventually bode positively for those exposed to China, specifically Oclaro (OCLR), Lumentum (LITE), and Finisar (FNSR). Nonetheless, Newton continues to see a challenging environment in China, but hopes the September quarter will represent a bottom for fundamentals.
08/30/17
BOFA
08/30/17
INITIATION
BOFA
Buy
China Mobile reinstated with a Buy at BofA/Merrill
BofA/Merrill analyst Danny Chu reinstated China Mobile with a Buy citing rising free-cash-flow from stable operating cash flow and slowing capex, and 4G business dominance.
08/24/17
RILY
08/24/17
NO CHANGE
RILY
Buy
China Mobile tender 'could be needle-mover,' but mix unclear, says B. Riley
B. Riley analyst Dave Kang noted that China Mobile (CHL) has issued a procurement notice for approximately 42,000 ports, but said there was no information on the mix of 10G/100G, which would be the most relevant information to determine its significance. Various industry executives he spoke with said it would be difficult to assess the impact of the tender without knowing the mix of 10G/100G and share allocations between customers. If this tender is mostly for 100G, it "could be a needle-mover for the optical component industry," added Kang, who has a Buy rating on Lumentum (LITE) shares.
DTEGY Deutsche Telekom
$16.09

-0.08 (-0.49%)

05/19/17
GSCO
05/19/17
UPGRADE
GSCO
Conviction Buy
Deutsche Telekom upgraded to Conviction Buy from Neutral at Goldman Sachs
11/06/17
SBSH
11/06/17
NO CHANGE
Target $75
SBSH
Buy
Citi trims T-Mobile, Sprint targets after merger talks cease
Citi analyst Michael Rollins lowered his price target for Buy-rated T-Mobile (TMUS) to $75 from $77 and for Neutral-rated Sprint (S) to $7.50 from $9.00 after the companies ceased talks to merge. He sees T-Mobile as "very comfortable" with its operating momentum and improving financial position and SoftBank (SFTBY) and Sprint (S) taking a more aggressive posture to pursue strategic partners. The analyst would not be surprised if SoftBank and Deutsche Telekom (DTEGY) revisit the merger talks in 6-12 months should Sprint and T-Mobile not find compelling strategic partners. Further, Rollins expects tower stocks like American Tower (AMT), SBA Communications (SBAC) and Crown Castle (CCI) to trade higher on expectations for greater capital expenditures now that the merger talks are over.
09/26/17
JEFF
09/26/17
NO CHANGE
JEFF
Buy
T-Mobile shares could be worth over $90 with Sprint deal, says Jefferies
A merger between T-Mobile (TMUS) and Sprint (S) would make for a much stronger number three player in wireless and bring "massive" synergies, but regulatory approval, while not out of the question, remains uncertain, Jefferies analyst Mike McCormack tells investors in a research note. The analyst's initial pro forma analysis, which assumes an all-stock transaction at current market prices and synergies ramping to a $4.5B run rate in year three, suggests T-Mobile could be worth more than $90 per share in a deal scenario, or 43% above the current price. The stock closed yesterday down $1.17 to $62.89. McCormack also continues to see "significant value" in T-Mobile on a standalone basis. He has a Buy rating on the shares with an $80 price target.
09/01/17
SBSH
09/01/17
NO CHANGE
Target $77
SBSH
Buy
T-Mobile has upside with or without Sprint merger, says Citi
Citi analyst Michael Rollins says investor feedback has been mixed on the idea of T-Mobile (TMUS) possibly buying Sprint (S) at its current price or a premium. Investors are concerned that stand-alone T-Mobile can repurchase shares and create more value over the next five years without Sprint, Rollins tells investors in a research note. The analyst sees upside potential for T-Mobile shares with or without a Sprint merger and remains a buyer of the stock. The company should build "meaningful" cash and balance sheet flexibility over the next two years, Rollins contends. The analyst, however, continues to prefer a Sprint merger, even if T-Mobile pays a premium. He raised his price target for the shares to $77 from $70, which reflects a 75% probability of T-Mobile remaining a standalone company at a $75 per share value, and a 25% probability of an $81 per share M&A value. Rollins keeps a Buy rating on T-Mobile.
ERIC Ericsson
$6.62

-0.16 (-2.36%)

11/09/17
SBSH
11/09/17
DOWNGRADE
SBSH
Neutral
Ericsson downgraded to Neutral from Buy at Citi
Citi analyst Amit Harchandani downgraded Ericsson to Neutral saying the risk/reward at current share levels is more balanced. The analyst sees a tougher near-term setup amid execution risks. He his price target for the shares is unchanged at SEK 54.
02/05/18
BOFA
02/05/18
DOWNGRADE
BOFA
Underperform
Ericsson downgraded to Underperform from Buy at BofA/Merrill
10/19/17
COWN
10/19/17
DOWNGRADE
Target $3
COWN
Underperform
Ericsson downgraded to Underperform, price target $3 at Cowen
Cowen analyst Paul Silverstein downgraded Ericsson to Underperform from Market Perform. The analyst reduced revenue and earnings estimates, which remain well below consensus, due to concerns on both margin improvement and revenue growth. SIlverstein believes shares should trade at a discount, instead of the current premium, and maintained a $3 price target on Ericsson shares.
02/05/18
02/05/18
DOWNGRADE

Underperform
Ericsson downgraded to Underperform at BofA/Merrill
As previously reported, BofA/Merrill downgraded Ericsson two notches to Underperform from Buy. Analyst Tal Liani said Ericsson's valuation is losing support following disappointing Q4 results, with revenue and EBIT margins missing his estimates.
RHT Red Hat
$147.40

-0.04 (-0.03%)

12/20/17
FBCO
12/20/17
NO CHANGE
Target $120
FBCO
Neutral
Red Hat price target raised to $120 from $113 at Credit Suisse
Credit Suisse analyst B. Zelnick raised his price target for Red Hat to $120 from $113 following "solid" Q3 results. The analyst reiterates a Neutral rating on the shares.
01/23/18
NOMU
01/23/18
INITIATION
Target $152
NOMU
Buy
Red Hat initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Christopher Eberle started Red Hat with a Buy rating and $152 price target. The analyst believes Red Hat is one of the best-positioned infrastructure software companies. He sees tailwinds to revenue, earnings and cash flow for "several years to come."
01/02/18
DBAB
01/02/18
NO CHANGE
Target $150
DBAB
Buy
Deutsche tells Red Hat investors to not overreact to Amazon linux launch
Amazon (AMZN) Web Services prior to the holidays announced the launch of Amazon Linux 2, a free and updated version of their Linux-based server operating system that competes with Red Hat (RHT), Microsoft (MSFT) and others, Deutsche Bank analyst Karl Keirstead tells investors in a research note. New features include longer-term support and faster boot times, but the most interesting attribute is the ability to deploy Amazon Linux on-premise on virtualized servers running VMware (VMW) or Microsoft hypervisors, Keirstead tells investors. He says that while added competition, especially from Amazon, "is hardly a good thing" for Red Hat, investors should not overreact to the news. The analyst notes the Amazon Linux 2 rollout will take time and that it may compete with free Ubuntu/CentOS more than Red Hat's paid RHEL. Amazon's move results "in only a modest dent to our bullish call on Red Hat shares," Keirstead writes. He keeps a Buy rating on the stock with a $150 price target.
01/23/18
NOMU
01/23/18
INITIATION
Target $152
NOMU
Buy
Red Hat initiated with a Buy at Nomura Instinet
Nomura initiated Red Hat with a Buy and $152 price target.
TELNY Telenor
$22.52

-0.07 (-0.31%)

10/17/17
JPMS
10/17/17
UPGRADE
JPMS
Neutral
Telenor upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Akhil Dattani upgraded Telenor to Neutral price target of NOK 166.
DCM NTT DoCoMo
$25.54

-0.03 (-0.12%)

01/26/18
DBAB
01/26/18
UPGRADE
DBAB
Hold
NTT DoCoMo upgraded to Hold from Sell at Deutsche Bank
01/21/18
HSBC
01/21/18
DOWNGRADE
HSBC
Hold
NTT DoCoMo downgraded to Hold from Buy at HSBC
12/14/17
DBAB
12/14/17
DOWNGRADE
DBAB
Sell
NTT DoCoMo downgraded to Sell from Hold at Deutsche Bank
Deutsche Bank downgraded NTT DoCoMo to Sell with a price target of 2,550 yen.
11/30/17
DBAB
11/30/17
DOWNGRADE
DBAB
Hold
NTT DoCoMo downgraded to Hold from Buy at Deutsche Bank
S Sprint
$5.19

-0.06 (-1.14%)

02/05/18
02/05/18
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. Lowe's (LOW) upgraded to Buy from Hold at Jefferies with analyst Daniel Binder saying his "deep-dive" analysis suggests the company can double EBIT and triple earnings within five years. 2. Charter (CHTR) upgraded to Outperform from Market Perform at Wells Fargo with analyst Marci Ryvicker saying she has "renewed confidence" in a successful turnaround despite a tough competitive environment. 3. Sprint (S) upgraded to Sector Weight from Underweight at KeyBanc with analyst Brandon Nispel saying the third quarter results were better than feared. 4. PayPal (PYPL) upgraded to Outperform from Market Perform at Wells Fargo with analyst Timothy Willi saying the strength of PayPal's competitive position and "substantial tailwinds" driving e-commerce growth will outweigh any negative earnings headwind that may emerge from the company's transitioning relationship with eBay (EBAY). 5. Norwegian Cruise Line (NCLH) upgraded to Overweight from Neutral at JPMorgan analyst Joseph Greff saying he believes demand and pricing trends in the Cruise Line industry continue to show momentum, and his channel checks indicate Norwegian has had the most pricing momentum over the past few months. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/24/18
MSCO
01/24/18
NO CHANGE
MSCO
Verizon 'solid' quarter sets bar for sector peers, says Morgan Stanley
Morgan Stanley analyst Simon Flannery said Verizon (VZ) reported "solid" Q4 results, setting the standard for its sector peers. The company saw continued wireless strength and its EPS for 2018 is expected to increase in the low single digits year-over-year on an "apples to apples" basis, added Flannery. Verizon beat on both phone and total postpaid adds, which followed a strong prerelease from T-Mobile (TMUS), leaving Flannery to ask whether this reflects share gains from Sprint (S) and AT&T (T) or better overall market growth. He has an Overweight rating and $56 price target on Verizon shares.
02/03/18
KEYB
02/03/18
UPGRADE
KEYB
Sector Weight
Sprint upgraded to Sector Weight from Underweight at KeyBanc
02/05/18
KEYB
02/05/18
UPGRADE
KEYB
Sector Weight
Sprint upgraded to Sector Weight from Underweight at KeyBanc
KeyBanc analyst Brandon Nispel late Friday upgraded Sprint to Sector Weight saying the Q3 results were better than feared. The company's further cost cuts and spectrum position for 5G could be catalysts, Nispel tells investors in a research note. He does not much beyond churn moving higher in 2018 to maintain his negative view.
VOD Vodafone
$28.31

-0.27 (-0.94%)

01/17/18
RAJA
01/17/18
UPGRADE
RAJA
Strong Buy
Vodafone upgraded to Strong Buy from Market Perform at Raymond James
Raymond James analyst Stephane Beyazian upgraded Vodafone to Strong Buy from Market Perform saying the company has the best potential growth acceleration from the B2B market and broadband growth, and has hidden value in its IOT operations and in towers.
12/08/17
LEHM
12/08/17
UPGRADE
LEHM
Overweight
Vodafone upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Maurice Patrick upgraded Vodafone to Overweight and named it a Top Pick. Patrick raised estimates saying EBITDA CAGR is expected to grow 4.5% in the next three years and is positive on revenue/cost momentum.
08/09/17
BOFA
08/09/17
UPGRADE
BOFA
Buy
Vodafone upgraded to Buy from Neutral at BofA/Merrill
06/16/17
UBSW
06/16/17
INITIATION
Target $31
UBSW
Neutral
Liberty Global initiated with a Neutral at UBS
UBS analyst Polo Tang started Liberty Global (LBTYA) with a Neutral rating and $31 price target. The analyst, while admitting the stock's risk/reward "is becoming more attractive," prefers to await a better entry point. Tang looked at potential M&A upside from a deal with Vodafone (VOD), and says upside is "potentially significant." He believes a combination with Vodafone could yield synergies of $12-$16 per Liberty Global share, but adds a deal "is not necessarily imminent."
V Visa
$122.94

-0.43 (-0.35%)

02/05/18
BMOC
02/05/18
NO CHANGE
Target $148
BMOC
Outperform
Visa price target raised to $148 from $134 at BMO Capital
BMO Capital analyst Paulo Ribeiro raised his price target on Visa to $148, saying he is positive on the company's second-half of 2018 amid " strong underlying global payment trends and fundamentals". Ribeiro says investors were disappointed that the company maintained its FY18 outlook, but notes that the management chose to be cautious ahead of the "challenging" Q2. The analyst keeps his Outperform rating on Visa, forecasting potential second-half upside from "pricing, Incentives easing and lapping of tough comps".
02/02/18
CANT
02/02/18
NO CHANGE
Target $141
CANT
Overweight
Visa price target raised to $141 from $123 at Cantor Fitzgerald
Cantor Fitzgerald analyst Joseph Foresi raised his price target for Visa to $141 following the company's Q1 results. The analyst attributes the better than expected results to solid payments volume growth and keeps an Overweight rating on the shares. He remains attracted to Visa's "dominant position in the global card network market and its strong, recognizable international brand."
02/02/18
LOOP
02/02/18
NO CHANGE
Target $142
LOOP
Buy
Visa price target raised to $142 from $123 at Loop Capital
Loop Capital analyst Joseph Vafi raised his price target on Visa to $142, saying the investment case for the company is "shining brightly". Vafi says Visa is "one of the best ways to play ongoing global economic expansion, ongoing shifts to electronic currencies, mobility, and ecommerce", keeping his Buy rating on the stock.
01/25/18
MSCO
01/25/18
NO CHANGE
MSCO
Overweight
Visa, MasterCard targets raised on strong holiday trends at Morgan Stanley
Morgan Stanley analyst James Faucette said key data points he tracks point to positive payment volume trends in the holiday season, which should support continued solid revenue and EPS growth for Visa (V) and MasterCard (MA). The analyst, who also raised his forecasts to incorporate tax reform benefits, increased his price target on MasterCard to $178 from $163 and raised his price target on Visa to $137 from $126. He keeps Overweight ratings on both payments processors.
VZ Verizon
$47.74

-0.3 (-0.62%)

02/28/18
02/28/18
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. Viacom (VIA, VIAB) upgraded to Neutral from Underperform at Macquarie by analyst Tim Nollen, who told investors that the company has taken a decisive turn in strategy to re-set its distribution relationships and is in the early stages of a turnaround. Nollen believes Viacom can return to growth despite any merger outcome with CBS (CBS) and raised estimates on increased U.S. ad and affiliate revenue growth. 2. Tenet (THC) upgraded to Outperform from Market Perform at Raymond James by analyst John Ransom to reflect management's efforts to reduce costs and sell assets. Ransom said the company is reducing debt and could generate $400M in annual free cash flow until its NOL runs out. 3. AB InBev (BUD) upgraded to Positive from Neutral at Susquehanna by analyst Pablo Zuanic, who said the recent weakness provided an attractive entry point as the company had a great January to September period of organic growth, he sees deal synergies with SAB, and he believes Q4 was just as good if not better than the same period a year ago. 4. Etsy (ETSY) upgraded to Buy at Roth Capital by analyst Darren Aftahi after a "strong" Q4 and citing growth reacceleration and margin expansion. 5. Verizon (VZ) upgraded to Buy from Neutral at MoffettNathanson. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/14/18
02/14/18
UPGRADE
Target $9

Outperform
Calix upgraded to Outperform with $9 price target at Northland
As previously reported, Northland analyst Tim Savageaux upgraded Calix (CALX) to Outperform from Market Perform, stating that while its Q4 results missed expectations the company looks to have meaningfully addressed its operating expense and gross margin issues. While he expects slower growth as a ramp at Verizon (VZ) offsets weakness at CenturyLink (CTL), he estimates the company will turn from a loss to "solid profits" in FY18, Savageaux tells investors. He set a $9 price target on Calix shares.
02/13/18
02/13/18
NO CHANGE

AT&T the first carrier to offer BOGO deal for iPhone X, says Wells Fargo
Wells Fargo analyst Jennifer Fritzsche noted that AT&T (T) is the first cell phone carrier to offer a Buy One Get One Free, or BOGO, promotion on the Apple (AAPL) iPhone X, and highlighted that the deal has no requirement regarding new customers or trading in old devices. She said it is unclear if any other carrier will match the deal, although she noted that Verizon (VZ) and T-Mobile (TMUS) had attractive deals, although no true BOGO deal. Fritzsche also mentioned that AT&T has the "largest embedded base of iPhone users to protect," as it had iPhone exclusivity until 2011. Fritzsche has an Outperform rating and $48 price target on AT&T shares.
02/28/18
MOFT
02/28/18
UPGRADE
MOFT
Buy
Verizon upgraded to Buy from Neutral at MoffettNathanson
TMUS T-Mobile
$60.61

0.67 (1.12%)

02/09/18
RHCO
02/09/18
DOWNGRADE
Target $31
RHCO
Hold
Lionsgate downgraded to Hold from Buy at SunTrust
SunTrust analyst Matthew Thornton downgraded Lionsgate (LGF.B) to Hold from Buy and lowered his price target to $31 from $36 after the company lowered its 3-year OIBDA growth outlook to 7.8% from about 13% amid accelerated investment in Starz and international divisions. Thornton notes that while the added spending is justifiable, the multiple needs to reflect the updated model as confidence in more back-end loaded guidance has been shaken. Among his areas of concern, Thornton also lists "accelerating mix shift to originals from licensed content", impact of Netflix (NFLX) on box office and competition for projects, and impact on Starz from bundling deals such as T-Mobile (TMUS) with Netflix and AT&T (T) with HBO.
02/09/18
RAJA
02/09/18
UPGRADE
RAJA
Strong Buy
T-Mobile upgraded to Strong Buy from Outperform at Raymond James
BAC Bank of America
$31.98

-0.23 (-0.71%)

01/31/18
DBAB
01/31/18
NO CHANGE
Target $15
DBAB
Sell
GE likely to be dropped from Dow 30 index, says Deutsche Bank
General Electric (GE) is likely to be dropped from the Dow Jones Industrial Average after being in the index of 30 companies for over 110 years as an original member since 1896, Deutsche Bank analyst John Inch tells investors in a research note. The chances that GE could be removed from the Dow are increasing as the company continues to face "substantial challenges," the analyst writes. These include "earnings and cash pressure, tough global power generation markets, aggressive downsizing, shrinking its portfolio, management shake-up and SEC investigations," Inch argues. He sees "headline risk" as the most significant risk factor if GE were to be dropped from the Dow, "potentially amplified by GE's high mix of retail investors." Inch notes that the last major Dow shakeup occurred in September 2003, when American Airlines (AAL), Bank of America (BAC) and Hewlett Packard (HPQ) were removed and Goldman Sachs (GS), Nike (NKE) and Verizon (VZ) were added. Inch has a Sell rating on General Electric with a $15 price target. The shares closed yesterday down 33c to $15.95.
01/18/18
RBCM
01/18/18
NO CHANGE
Target $35
RBCM
Outperform
Bank of America price target raised to $35 from $30 at RBC Capital
RBC Capital analyst Gerard Cassidy raised his price target on Bank of America to $35, citing a "strong all around performance" in Q4 along with the bank's commitment to keeping a low expense and growing top line profile. Cassidy says the bank remains "rate sensitive" and expects some $3.3B in net interest income from a 100bps move in short term rates. The analyst also keeps his Outperform rating on Bank of America, pointing to a positive impact from a stronger U.S. economy on its businesses, along with the return of excess capital, supporting a higher stock price view.
01/18/18
BMOC
01/18/18
NO CHANGE
Target $34
BMOC
Market Perform
Bank of America price target raised to $34 from $31 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on Bank of America to $34 despite its "expense-driven" miss on Q4 earnings. Fotheringham says he remains bullish on banks based on the "indirect benefits of tax reform", while keeping his Market Perform rating on Bank of America given its two-year forward PE valuation trading around long-term historical average.
02/02/18
MSCO
02/02/18
NO CHANGE
MSCO
BofA, JPMorgan, Citi best positioned for tougher CCAR test, says Morgan Stanley
Morgan Stanley analyst Betsy Graseck said she had expected an easier stress test from the Federal Reserve but that the 2018 CCAR test actually seems tougher than last year, given the more intense recessions and lower asset prices modeled in it. A tougher test makes her less optimistic on her strong payout growth expectations, said Graseck, who sees Bank of America (BAC), JPMorgan (JPM) and Citi (C) as best positioned to "weather the storm" and increase payouts given their resilient balance sheets and significant excess capital. She sees Goldman Sachs (GS), which recently cut buybacks, as at risk from a tougher test, which likely weighs on the bank's 2018 ask, Graseck added.
BC Brunswick
$57.20

-0.04 (-0.07%)

02/02/18
KING
02/02/18
DOWNGRADE
KING
Neutral
Brunswick downgraded to Neutral from Buy at CL King
CL King downgraded Brunswick to Neutral from Buy citing valuation.
02/05/18
BMOC
02/05/18
NO CHANGE
Target $69
BMOC
Outperform
Brunswick price target raised to $69 from $62 at BMO Capital
BMO Capital analyst Gerrick Johnson raised his price target on Brunswick to $69 and kept his Outperform rating after Q4 results and raised FY18 outlook. Johnson notes that about half of the increased FY18 EPS guidance comes from the positive U.S. tax changes, but also sees strong boating market this year, as the company's marine engine segment continues to gain share. The analyst warns however that the fitness segment is still struggling against competing with value-oriented fitness clubs.
02/14/18
WEDB
02/14/18
UPGRADE
WEDB
Outperform
Brunswick upgraded to Outperform from Neutral at Wedbush
02/14/18
02/14/18
UPGRADE
Target $70

Outperform
Brunswick upgraded to Outperform at Wedbush
As previously reported, Wedbush analyst James Hardiman upgraded Brunswick to Outperform from Neutral as he believes the fitness business is being properly sized and that a new-found hard-line on the company's disparate businesses will prevent Life Fitness from being a never-ending earnings headwind. Meanwhile, there are a number of tailwinds that could fuel accelerating demand in the marine segment, while corporate tax reform and the Sea Ray sale will almost certainly improve the total-return profile for the company, he contends. The analyst also raised his price target on the shares to $70 from $55.
T AT&T
$36.30

-0.57 (-1.55%)

02/13/18
MSCO
02/13/18
NO CHANGE
Target $60
MSCO
Equal Weight
RingCentral price target raised to $60 from $50 at Morgan Stanley
Morgan Stanley analyst Meta Marshall raised his price target on RingCentral (RNG) to $60 following "another" quarter of accelerating subscription growth, stating that he'd previously missed how fast its "flywheel could spin." However, he keeps an Equal Weight rating on RingCentral shares, citing the stock's valuation and the headwind to growth that the AT&T (T) transition creates.
02/26/18
COWN
02/26/18
NO CHANGE
COWN
NII Holdings rally warranted, says Cowen
Cowen analysts noted shares of NII Holdings (NIHD) spiked on Friday following headlines Brazil's Anatel has now formally proposed to increase spectrum caps. Cowen believes the rally in the shares was warranted as the proposal would allow any incumbent to acquire Nextel and would also allow AT&T (T) to acquire both Oi (OIBRQ) and Nextel. The firm said although risks remain, they believe a NII takeout in the $5-$10 range could come this year.
CBS CBS
$52.97

-1.18 (-2.18%)

02/16/18
BNCH
02/16/18
NO CHANGE
Target $86
BNCH
Buy
CBS price target raised to $86 from $78 at Benchmark
Benchmark analyst Daniel Kurnos raised his FY18 revenue forecast for CBS (CBS) by $750M to $14.9B after the company's Q4 report to reflect a healthier ad environment and increased his price target to $86 from $78. While "everyone continues to denigrate" a Viacom (VIAB) merger, Kurnos point outs the international distribution benefits that don't seem to be factored into the equation. The analyst, who thinks CBS shares are "a bargain," keeps a Buy rating on the stock.
02/16/18
COWN
02/16/18
NO CHANGE
Target $69
COWN
Outperform
CBS best positioned company in media, says Cowen
Cowen analyst Doug Creutz noted CBS reported solid Q1 results with good growth guidance for 2018. The analyst believes CBS is the best-positioned company in media to deal with ongoing changes in the landscape due to its skew toward content and away from aggregation. Creutz reiterated his Outperform rating and $69 price target on CBS shares.
02/21/18
BMOC
02/21/18
NO CHANGE
Target $70
BMOC
Outperform
CBS price target lowered to $70 from $75 at BMO Capital
BMO Capital analyst Daniel Salmon lowers his price target on CBS (CBS) to $70 and kept his Outperform rating. Salmon says that while Q4 results showed a solid performance in affiliate fees and licensing deals, along with growth in direct-to-consumer offerings", the overhang from the potential Viacom (VIAB) deal continues to weigh on the stock. Longer term, the analyst believes that CBS remains uniquely positioned in media as it diversifies away from ad revenue to more recurring fee streams just as its content, licensing and syndication opportunities continue to grow.
ADBE Adobe
$209.13

0.31 (0.15%)

01/23/18
RBCM
01/23/18
NO CHANGE
Target $208
RBCM
Outperform
Adobe price target raised to $208 from $193 at RBC Capital
RBC Capital analyst Ross MacMillan raised his price target on Adobe to $208 and kept his Outperform rating to reflect the company's update on the impact of the U.S tax reform. MacMillan says the management will continue to exercise the same parameters on M&A, but the additional cash flexibility from the positive tax impact boosts the probability of M&A activity.
01/23/18
FBCO
01/23/18
NO CHANGE
Target $225
FBCO
Outperform
Adobe price target raised to $225 from $200 at Credit Suisse
Credit Suisse analyst Michael Nemeroff raised his price target for Adobe to $225 from $200, citing lower tax rate driving higher guidance and CFO transition. The analyst reiterates an Outperform rating on the shares.
01/30/18
ARGS
01/30/18
NO CHANGE
Target $234
ARGS
Buy
Adobe price target raised to $234 from $195 at Argus
Argus analyst Joseph Bonner raised his price target on Adobe to $234 and kept his Buy rating. Bonner says the company has positioned itself "at the center of the exploding market for digital video content and advertising creation and management", offering a "unique" collection of software assets centered around Creative Cloud digital content creation. The analyst notes the company's expansion of digital analytics to advertising and management. Bonner also points to the management's trend of underpromising and overdelivering on performance.
02/28/18
RBCM
02/28/18
NO CHANGE
Target $235
RBCM
Outperform
Adobe price target raised to $235 from $208 at RBC Capital
RBC Capital analyst Ross MacMillan raised his price target on Adobe to $235 citing "price levers" for the Creative segment and subscriber unit growth driving the company's higher earnings power. The analyst also notes the potential of improving operating expense leverage with some scope of lower headcount growth than projected. MacMillan keeps his Outperform rating on Adobe, though also warns of potential risks in competition and larger than expected acquisitions by the company.
C Citi
$75.49

-0.89 (-1.17%)

01/17/18
RBCM
01/17/18
NO CHANGE
Target $85
RBCM
Outperform
Citi price target raised to $85 from $79 at RBC Capital
RBC Capital analyst Gerard Cassidy raised his price target on Citi to $85 and kept his Outperform rating following Q4 earnings. Cassidy says that non-cash charges from tax reform masked the quarter's performance, with underlying trends for Citi remaining strong. The analyst adds that CitiGroup importantly reiterated the $60B capital return goal through CCAR despite the regulatory capital hit from the tax legislation.
01/17/18
VERF
01/17/18
DOWNGRADE
VERF
Hold
Citi downgraded to Hold from Buy at Vertical Group
01/17/18
01/17/18
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. Apple (AAPL) downgraded to Neutral from Buy at Longbow with analyst Shawn Harrison saying the current iPhone cycle is "good, not great." 2. Dish (DISH) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Benjamin Swinburne saying he now sees fewer likely buyers of its assets than hoped. 3. Juniper (JNPR) downgraded to Underweight from Equal Weight at Barclays with analyst Mark Moskowitz citing a lack of service provider rebound in 2018 as well as a rising threat from Arista in routing. 4. Citi (C) was downgraded to Hold from Buy at Vertical Group and to Market Perform from Outperform at Keefe Bruyette. 5. Shell Midstream (SHLX) downgraded to Hold from Buy at Stifel with the firm citing valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
FB Facebook
$178.32

-3.14 (-1.73%)

02/12/18
BMOC
02/12/18
NO CHANGE
Target $28
BMOC
Market Perform
Twitter price target raised to $28 from $22 at BMO Capital
BMO Capital analyst Daniel Salmon raised his price target on Twitter (TWTR) to $28 after Q1 results, saying the company has a "clearer strategy" to sustain its revenue momentum thanks to video and AI helping grow mainstream adoption. As top-line pressures fade, writes the analyst in his research note titled "Solid Steps Down Road to Recovery", the stock could become "more interesting", though he is also weary of Facebook (FB) competition still "looming large". Salmon keeps a Market Perform rating on Twitter.
02/15/18
MSCO
02/15/18
NO CHANGE
Target $28
MSCO
Underweight
Twitter price target raised to $28 from $15 at Morgan Stanley
Morgan Stanley analyst Brian Nowak said he underestimated Twitter's (TWTR) turnaround efforts throughout 2017 and he has raised his price target on the stock to $28 from $15 given the company's better revenue outlook and high incremental margins. However, despite Twitter's better than expected results, he still sees the stock being a relative underperformer from current levels when compared to faster growing peers like Facebook (FB) and Alphabet (GOOGL), he tells investors. Nowak keeps an Underweight rating on Twitter.
02/14/18
MKMP
02/14/18
NO CHANGE
Target $240
MKMP
Buy
MKM Partners recommends 'aggressive' buying for Facebook at historic low value
MKM Partners analyst Rob Sanderson kept his Buy rating and $240 price target on Facebook but raised his FY18 EPS forecast to $7.40 GAAP from $7.05. Sanderson says that after another strong quarter with robust top-line growth, the stock valuation is "highly attractive" as investors "debate the impact of an expected decline in engagement, revenue growth deceleration and an elevated spending outlook". The analyst notes that the pullback in the stock price has produced a decoupling in PE from growth to all-time lows, and that the "aggressive revenue growth deceleration" that is reflected in consensus offers an upside to earnings.
02/22/18
DADA
02/22/18
NO CHANGE
Target $55
DADA
Buy
Applied Optoelectronics price target lowered to $55 from $69 at DA Davidson
DA Davidson analyst Mark Kelleher lowered his price target on Applied Optoelectronics (AAOI) to $55 following a miss on Q4 revenue and lower than expected Q1 guidance. The analyst attributes the miss to a sequential decline in gross margins due to reduced capacity utilization and price cuts, while also modeling a weaker 40GB/100GB demand in his price target going forward. Kelleher keeps his Buy rating on Applied Optoelectronics, thanks in part to an incremental positive of its recent supply agreement with Facebook (FB), with the revenue ramp from the contract expected in the second half of this year.
GOOG Alphabet
$1,104.73

-13.56 (-1.21%)

02/20/18
BARD
02/20/18
NO CHANGE
Target $1300
BARD
Outperform
Alphabet added as a Fresh Pick at Baird
Baird analyst Colin Sebastian added Alphabet as a Fresh Pick as he noted the shares have underperformed the large cap internet group overall. He said there are several catalysts ahead as the company moves more aggressively in key markets, which he thinks should drive the shares higher. Sebastian reiterated his Outperform rating and $1,300 price target on Alphabet shares.
02/06/18
CHLM
02/06/18
NO CHANGE
Target $80
CHLM
Buy
Craig-Hallum remains a buyer of Nutrisystem as Google trends continue to lag
Craig-Hallum analyst Alex Fuhrman says Nutrisystem (NTRI) Google (GOOG; GOOGL) trends continue to lag, setting up a buying opportunity despite mixed indicators. Mixed indicators suggest the Nutrisystem brand is not likely to accelerate revenue growth in 2018 from 2017's 23% levels, however the analyst believes there is still strong potential to exceed his estimate of about 11% growth for the brand in 2018. He reiterates a Buy rating and $80 price target on Nutrisystem's shares.
02/02/18
02/02/18
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. Apple (AAPL) was downgraded to Market Perform from Outperform at Bernstein and to Sector Weight from Overweight at KeyBanc. 2. Alphabet (GOOG, GOOGL) downgraded to Hold from Buy at Stifel with analyst Scott Devitt citing fourth quarter results and saying he has some longer-term concerns around competition from Amazon (AMZN), Google Cloud Platform market share, regulatory risk and rising traffic acquisition cost. 3. Hershey (HSY) downgraded to Neutral from Outperform at Credit Suisse with analyst Robert Moskow saying the stock deserves a "more narrow" valuation premium to food peers than in the past due to the deceleration of its growth rate and the stagnation of its profit margin. 4. Impinj (PI) was downgraded to Neutral from Buy at Dougherty, to Hold from Buy at Needham and Canaccord, and to Sector Perform from Outperform at RBC Capital. 5. Tractor Supply (TSCO) downgraded to Underperform from Buy at BofA/Merrill with analyst Elizabeth Suzuki saying the fourth quarter results were strong, but the outlook for 2018 was disappointing as management outlined expectations for operating margin compression and a store growth trajectory. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
IBM IBM
$155.83

-0.72 (-0.46%)

02/22/18
PIPR
02/22/18
INITIATION
Target $26
PIPR
Overweight
Pure Storage initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Andrew Nowinski started Pure Storage (PSTG) with an Overweight rating and $26 price target. The analyst believes the company will continue taking share from the legacy storage vendors, including Dell Technologies (DVMT), HP (HPQ) and IBM (IBM). Pure Storage's path to sustainable profitability is within reach, which should provide support for the valuation, Nowinski contends.
01/23/18
01/23/18
NO CHANGE

IT Hardware industry view double-upgraded to Attractive at Morgan Stanley
Morgan Stanley analyst Katy Huberty upgraded her IT Hardware industry view by two notches, to Attractive from Cautious, stating that she now forecasts 6.6% average revenue growth in 2018. This level of growth would be an acceleration from the past few years and tops the consensus view of 5.9%, noted Huberty. She points to a survey of 100 CIOs that indicates faster planned IT budget growth than three months ago, expectations for faster gross margin expansion, and the benefits of U.S. tax reform to support her view. She favors stocks with enterprise exposure that don't price in a growth acceleration, naming HP Enterprise (HPE) and IBM (IBM) as her top picks. In the same note, Huberty raised her FY18 gross margin view for Apple (AAPL) and increased her price target on the iPhone maker's shares to $205 from $200. This morning, Huberty upgraded HP Enterprise to Overweight and upgraded NetApp (NTAP) and Teradata (TDC), both to Equal Weight from Underweight. She also downgraded HP Inc. (HPQ) to Equal Weight, as previously reported.
01/19/18
SOCG
01/19/18
NO CHANGE
Target $149
SOCG
Sell
IBM price target lowered to $149 on 'lightweight' guidance at Societe Generale
Societe General analyst Richard Nguyen reduced IBM's FY18-19 earnings estimates by 3% and trimmed his price target to $149 from $152 given "lightweight" FY18 guidance and the steady downtrend in gross margins. Nguyen reiterated a Sell rating on IBM and believes any revenue growth could be driven more by FX tailwinds and the low comp base in 1H 2018 rather than a structural turnaround in its services businesses.
02/05/18
MSCO
02/05/18
UPGRADE
Target $180
MSCO
Overweight
Morgan Stanley double upgrades IT Services, moves Accenture to Overweight
Morgan Stanley analyst Brian Essex upgraded Accenture (ACN) to Overweight and raised his price target for the shares to $180 from $159. The analyst, following his firm's chief investment officer survey, believes the secular shift toward digital and cloud adoption is in the early stages. As such, Essex double upgraded his view on the IT Services industry to Attractive from Cautious. Vendors with strong positioning in consulting and system integration and next-gen applications should take market share, the analyst tells investors in a research note on the sector. Along with his upgrade of Accenture, the Essex highlights IBM (IBM) and Capgemini (CGEMY) as names poised to benefit relative to peers. He also raised his price target for Cognizant shares to $84 from $77.
INTC Intel
$49.29

-0.62 (-1.24%)

02/26/18
BARD
02/26/18
NO CHANGE
Target $60
BARD
Outperform
Intel indicating strong growth outlook for 2018, says Baird
Baird analyst Tristan Gerra said Intel's Data Center Group growth could accelerate this year versus last year, fueled by continued strong demand while Xeon Scalable's adoption rate continues to increase. The company also sees a strong second half 2018 outlook for CCG as its momentum will be driven by a sharp rebound in iPhone units and the company's significant share gain. Gerra reiterated his Outperform rating and $60 price target on Intel shares.
02/27/18
SBSH
02/27/18
NO CHANGE
SBSH
Buy
Citi calls Intel the Micron of 2018, moves to top Semi pick
Intel (INTC) is one of the only Semiconductor stocks with poor investor sentiment given its valuation discount to peers and the stock's underperformance year-to-date, Citi analyst Christopher Danely tells investors in a research note. The analyst believes the recovery in the enterprise end market will drive consensus estimates higher. Intel's combination of "very low" sentiment and "substantial" upside to consensus estimates is similar to Micron (MU) in 2017, Danely contends. The analyst moves Intel to his to pick in Semiconductors.
02/26/18
NOMU
02/26/18
NO CHANGE
Target $60
NOMU
Buy
Intel price target raised to $60 from $50 at Nomura Instinet
Nomura Instinet analyst Romit Shah raised his price target for Intel to $60 citing higher estimates and multiple expectations. The analyst notes the company's Datacenter Group revenue exceeded Street expectations for the second consecutive quarter in Q4, growing 20% year-over-year. He believes the growth is sustainable.
02/21/18
COWN
02/21/18
NO CHANGE
Target $53
COWN
Outperform
Micron joint venture with Intel remains underappreciated, says Cowen
After conducting field work across the semi supply chain, Cowen analyst Karl Ackerman said he believes Micron's (MU) joint venture with Intel (INTC) remains underappreciated by investors. Ackerman reiterated his Outperform rating and $53 price target on Micron shares.

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PENN

Penn National

$35.05

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14:05
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Penn National call volume above normal and directionally bullish »

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House Financial Services Committee to hold a hearing »

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GLW

Corning

$29.31

0.12 (0.41%)

13:54
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TSLA

Tesla

$321.21

-1.58 (-0.49%)

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Germany asks Tesla owners to pay back EUR 4000 incentive, electrek says »

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Fed Chairman Powell's 2-day semi-annual testimony has concluded »

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GM

General Motors

$39.90

-0.15 (-0.37%)

, FCAU

Fiat Chrysler

$19.37

-0.295 (-1.50%)

13:42
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The U.S. auto industry aligned in push back on tariffs, WSJ says »

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$19.37

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DLPH

Delphi Technologies

$45.78

0.87 (1.94%)

BWA

BorgWarner

$46.47

0.8 (1.75%)

MGA

Magna

$61.62

1.03 (1.70%)

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HPQ

HP Inc.

$23.38

-0.22 (-0.93%)

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Short-term put buying in H-P »

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AMGN

Amgen

$193.08

-0.85 (-0.44%)

13:25
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Conference/Events
Brookings hosts a conversation with FDA Commisioner Gottlieb »

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GSK

GlaxoSmithKline

$41.00

-0.145 (-0.35%)

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Pfizer

$37.63

-0.04 (-0.11%)

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GSK's ViiV to share data from landmark 2-drug regimen trials at AIDS 2018 »

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Pfizer

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Red Hat

$147.95

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$80.55

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$80.56

1.84 (2.34%)

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Teva

$23.46

0.32 (1.38%)

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Novartis, Teva, Mylan, Pfizer, Amgen, Eli Lilly analyst commentary  »

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Teva

$23.46

0.32 (1.38%)

MYL

Mylan

$36.02

-0.35 (-0.96%)

PFE

Pfizer

$37.61

-0.06 (-0.16%)

AMGN

Amgen

$193.01

-0.92 (-0.47%)

LLY

Eli Lilly

$90.07

0.5 (0.56%)

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

  • 24

    Jul

  • 08

    Aug

  • 22

    Aug

  • 10

    Sep

  • 16

    Sep

  • 13

    Nov

NSANY

Nissan

$0.00

(0.00%)

, TM

Toyota

$132.32

0.82 (0.62%)

13:10
07/18/18
07/18
13:10
07/18/18
13:10
Periodicals
Trump threatens 'retribution' if EU auto-trade deal isn't fair, WSJ says »

U.S. President Donald…

NSANY

Nissan

$0.00

(0.00%)

TM

Toyota

$132.32

0.82 (0.62%)

GM

General Motors

$40.06

0.01 (0.02%)

DDAIF

Daimler AG

$0.00

(0.00%)

HMC

Honda

$29.56

-0.07 (-0.24%)

F

Ford

$10.86

-0.005 (-0.05%)

VLKAY

Volkswagen

$0.00

(0.00%)

FCAU

Fiat Chrysler

$19.37

-0.295 (-1.50%)

03/08/13
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  • 25

    Jul

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    Aug

  • 10

    Sep

SIRI

Sirius XM

$7.16

0.08 (1.13%)

13:05
07/18/18
07/18
13:05
07/18/18
13:05
Options
Sirius XM call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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03/06/13
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    Jul

  • 09

    Aug

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  • 14

    Aug

SVU

Supervalu

$21.70

-0.635 (-2.84%)

13:01
07/18/18
07/18
13:01
07/18/18
13:01
Hot Stocks
Blackwells urges Supervalu holders to vote for its six board nominees »

Blackwells Capital, an…

03/08/13
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13:00
07/18/18
07/18
13:00
07/18/18
13:00
General news
Powell acknowledged tariffs could be challenging for monetary policy »

Powell acknowledged…

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