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BDX

Becton Dickinson

$218.01

0.735 (0.34%)

, CDLX

Cardlytics

$16.80

-0.5 (-2.89%)

10:39
03/06/18
03/06
10:39
03/06/18
10:39

On The Fly: Top five analyst initiations

Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Becton Dickinson (BDX) initiated with a Market Perform at BMO Capital. 2. Cardlytics (CDLX) initiated with a Buy at SunTrust, an Overweight at JPMorgan and KeyBanc, a Neutral at BofA/Merrill, and an Outperform at Wells Fargo. 3. iRhythm (IRTC) initiated with an Outperform at BMO Capital. 4. Genocea (GNCA) initiated with an Overweight at Cantor Fitzgerald. 5. Domino's Pizza (DPZ) initiated with an Outperform at Baird. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

BDX

Becton Dickinson

$218.01

0.735 (0.34%)

CDLX

Cardlytics

$16.80

-0.5 (-2.89%)

IRTC

iRhythm

$63.66

-0.57 (-0.89%)

GNCA

Genocea

$1.03

0.02 (1.98%)

DPZ

Domino's Pizza

$221.25

1.64 (0.75%)

  • 12

    Mar

  • 19

    Mar

  • 30

    May

BDX Becton Dickinson
$218.01

0.735 (0.34%)

01/19/18
BOFA
01/19/18
INITIATION
Target $260
BOFA
Buy
Becton Dickinson reinstated with a Buy at BofA/Merrill
BofA/Merrill analyst Bob Hopkins reinstated Becton Dickinson with a Buy and $260 price target saying he sees upside to revenue estimates from CR Bard deal synergies.
01/19/18
01/19/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Becton Dickinson (BDX) reinstated with a Buy at BofA/Merrill. 2. athenahealth (ATHN) initiated with an In Line at Evercore ISI. 3. Corbus Pharmaceuticals (CRBP) initiated with an Outperform at Raymond James. 4. Trade Desk (TTD) initiated with a Buy at Stifel. 5. Intellipharmaceutics (IPCI) initiated with a Buy at H.C. Wainwright. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
02/06/18
PIPR
02/06/18
NO CHANGE
Target $260
PIPR
Overweight
Becton Dickinson price target raised to $260 from $223 at Piper Jaffray
Piper Jaffray analyst William Quirk raised his price target for Becton Dickinson to $260 from $223 following "good" Q1 results and guidance that looks conservative. The analyst believes Becton Dickinson is poised to keep grinding out higher results which in turn will keep the stock moving incrementally higher. He reiterates an Overweight rating on the shares.
03/05/18
BMOC
03/05/18
INITIATION
Target $249
BMOC
Market Perform
Becton Dickinson initiated with a Market Perform at BMO Capital
BMO Capital analyst Joanne Wuensch initiated Becton Dickinson with a Market Perform rating and a $249.00 price target.
CDLX Cardlytics
$16.80

-0.5 (-2.89%)

03/06/18
RHCO
03/06/18
INITIATION
Target $25
RHCO
Buy
Cardlytics initiated with a Buy at SunTrust
SunTrust analyst Youssef Squali initiated Cardlytics (CDLX) with a Buy rating and a price target of $25. Squali contends that the discount with which this "leader in the $11B native ad bank market trade" should close once investors become familiar with its "limited inventory, large partnerships and lack of easily identifiable publicly-traded comps", looking beyond the company's longer sales cycle. The analyst also points to Cardlytics pilot partnership with Wells Fargo (WFC) in first party data collection, which could roll out nationwide in 2019 and create more significant revenue growth.
03/06/18
JPMS
03/06/18
INITIATION
Target $23
JPMS
Overweight
Cardlytics initiated with an Overweight at JPMorgan
JPMorgan analyst Doug Anmuth started Cardlytics with an Overweight rating and $23 price target. The company has "valuable purchase intelligence" which "closes the loop" for advertisers and differentiates its from other marketing platforms, Anmuth tells investors in a research note. He expects the Cardlytics' revenue growth to accelerate in 2018 and 2019.
03/06/18
WELS
03/06/18
INITIATION
Target $22
WELS
Outperform
Cardlytics initiated with an Outperform at Wells Fargo
Wells Fargo analyst Timothy Willi started Cardlytics with an Outperform rating and $22 price target. The analyst views the company as a secular play on payment data monetization, digital banking and digital advertising.
03/06/18
BOFA
03/06/18
INITIATION
Target $19
BOFA
Neutral
Cardlytics initiated with a Neutral at BofA/Merrill
BofA/Merrill analyst Nat Schindler initiated Cardlytics with a Neutral and $19 price target saying he is cautious on client concentration and limited pricing leverage.
IRTC iRhythm
$63.66

-0.57 (-0.89%)

12/01/17
DOTC
12/01/17
INITIATION
DOTC
Neutral
iRhythm initiated with a Neutral at Dougherty
12/04/17
RBCM
12/04/17
INITIATION
Target $79
RBCM
Outperform
iRhythm initiated with an Outperform at RBC Capital
RBC Capital analyst Glenn Novarro initiated iRhythm with an Outperform rating and a price target of $79. Novarro says the company's Ziopatch product, which collects ECG data for up to 14 days, competes directly with traditional monitors and addresses several shortcomings of the current solutions. The analyst projects 40% revenue growth rate for the next 2 years "driven by market expansion, increased sales force productivity, and favorable reimbursement policies."
03/05/18
BMOC
03/05/18
INITIATION
Target $76
BMOC
Outperform
iRhythm initiated with an Outperform at BMO Capital
BMO Capital analyst Joanne Wuensch initiated iRhythm with an Outperform rating and a price target of $76. The analyst notes that the company's Holter monitor used to diagnose arrhythmias is "worn for longer periods of time and is more comfortable" while its data analytics improve the accuracy of the diagnostic. Wuensch believes that iRhythm is "one of the more interesting MedTech emerging growth stories" while also forecasting the company's clinical trials to expand the market opportunity.
02/15/18
JPMS
02/15/18
NO CHANGE
Target $67
JPMS
Overweight
iRhythm price target raised to $67 from $62 at JPMorgan
JPMorgan analyst Michael Weinstein raised his price target for iRhythm to $67 saying the company posted an "impressive close" to 2017. The analyst believes 2018 is setting up to be another "beat and raise year" and he reiterates an Overweight rating on the shares.
GNCA Genocea
$1.03

0.02 (1.98%)

03/05/18
CANT
03/05/18
INITIATION
Target $5
CANT
Overweight
Genocea initiated with an Overweight at Cantor Fitzgerald
Cantor Fitzgerald initiated Genocea with an Overweight and $5 price target.
02/12/18
02/12/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. First Solar (FSLR) initiated with an Underperform at Credit Suisse. The firm also started SunPower (SPWR) with a Neutral and Sunrun (RUN) with an Outperform. 2. Genocea (GNCA) initiated with an Outperform at Baird. 3. Tetraphase (TTPH) initiated with a Buy at B. Riley FBR. 4. Aspen Group (ASPU) initiated with a Buy at Craig-Hallum. 5. Vermilion Energy (VET) initiated with an Overweight at JPMorgan. 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
BARD
02/12/18
INITIATION
Target $3
BARD
Outperform
Genocea initiated with an Outperform at Baird
Baird analyst Michael Ulz initiated Genocea with an Outperform rating citing its differentiated neoantigen-discovery platform. He views its ATLAS program as an alternative approach to identifying the neo-antigens with the potential to drive improved immune responses. Ulz has a $3 price target on Genocea shares.
03/06/18
CANT
03/06/18
NO CHANGE
Target $5
CANT
Overweight
Cantor starts Genocea with Overweight rating, $5 price target
Cantor Fitzgerald analyst Mara Goldstein last night initiated Genocea Biosciences with an Overweight rating and $5 price target. The company's pivot to neoantigen vaccines from infectious disease has pressured the valuation, but the current share price provides an opportunity for investors to participate in a potential platform change in oncology, Goldstein told investors in a research note. She believes neoantigen vaccines are at the forefront of cancer vaccine technology.
DPZ Domino's Pizza
$221.25

1.64 (0.75%)

03/05/18
BARD
03/05/18
INITIATION
BARD
Outperform
Domino's Pizza initiated with an Outperform at Baird
03/06/18
BARD
03/06/18
INITIATION
Target $260
BARD
Outperform
Domino's Pizza initiated with an Outperform rating, $260 target at Baird
As reported previously, Baird analyst David Tarantino initiated Domino's Pizza with an Outperform rating as he believes the company is well positioned to capitalize on a visible longer-term growth opportunity within the sizable and fragmented global pizza category. He also sees the potential for solid operating momentum in 2018 supporting positive investors sentiment. Tarantino has a $260 price target on Domino's Pizza shares.
02/27/18
OPCO
02/27/18
NO CHANGE
Target $75
OPCO
Outperform
Papa John's a more logical target for Restaurant Brands, says Oppenheimer
Oppenheimer analyst Brian Bittner says that while Domino's Pizza (DPZ) has been the center of speculation, his analysis suggests Papa John's (PZZA) represents the most logical target for Restaurant Brands (QSR). The analyst points out that Domino's Pizza larger size and valuation would require a major equity raise whereas Papa John's could be fully-funded internally by cash and pro-forma leverage. Domino's Pizza fundamentals are best-in-class, but Papa John's anatomy better fits Restaurant Brands' deal characteristics, he contends. Bittner reiterates an Outperform rating and $75 price target on Restaurant Brands' shares.
02/21/18
FBCO
02/21/18
NO CHANGE
Target $245
FBCO
Outperform
Domino's Pizza price target raised to $245 from $235 at Credit Suisse
Credit Suisse analyst Jason West raised his price target for Domino's Pizza (DPZ) to $245 from $235 following quarterly results. Commenting on a report by the Brazil Journal regarding a potential acquisition by Restaurant Brands (QSR), West says he continues to believe that a merger is unlikely. The analyst reiterates an Outperform rating on Domino's Pizza shares.

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General Electric

$7.31

0.59 (8.78%)

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Apple

$170.93

1.84 (1.09%)

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ISRG

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$NSD

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BID

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COHR

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$115.83

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CPRX

Catalyst Pharmaceuticals

$2.40

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SGAMY

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GDI

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NL

NL Industries

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Tailored Brands

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PPDF

PPDAI Group

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M

Macy's

$30.56

-1.2825 (-4.03%)

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