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EADSY

Airbus

$29.08

-0.35 (-1.19%)

, AMZN

Amazon.com

$1,544.93

-26.75 (-1.70%)

18:53
03/19/18
03/19
18:53
03/19/18
18:53

Airbus mulls new A330 cargo model, Bloomberg reports

Airbus (EADSY) is mulling making a freighter version of its slow-selling A330neo widebody, spurred by requests from potential customers Amazon (AMZN) and UPS (UPS), Bloomberg reports, citing people familiar with the matter. The interest from Amazon and UPS could incite a competition between Airbus and rival Boeing (BA) as the worldwide air-cargo market rebounds from a slump, the report notes.

EADSY

Airbus

$29.08

-0.35 (-1.19%)

AMZN

Amazon.com

$1,544.93

-26.75 (-1.70%)

UPS

UPS

$108.46

-2.45 (-2.21%)

BA

Boeing

$331.76

1.29 (0.39%)

  • 19

    Mar

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    Mar

  • 22

    Mar

  • 30

    May

EADSY Airbus
$29.08

-0.35 (-1.19%)

09/22/17
JEFF
09/22/17
DOWNGRADE
JEFF
Hold
Airbus downgraded to Hold from Buy at Jefferies
Jefferies analyst Sandy Morris downgraded Airbus Group to Hold saying the company's EBIT in FY18 and FY19 could track significantly below consensus expectations. The analyst has a EUR 75 price target on the shares.
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.
10/17/17
DBAB
10/17/17
DOWNGRADE
Target $23
DBAB
Hold
Embraer downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Myles Walton downgraded Embraer (ERJ) to Hold and cut his price target for the shares to $23 from $26. The analyst sees competitive pressures increasing for the company and its E-2 family of aircraft following the announcement that Airbus (EDASY) has agreed to partner with Bombardier on the C Series program.
09/22/17
09/22/17
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. Versartis (VSAR) was downgraded to Hold from Buy at SunTrust, to Underweight from Overweight at Barclays, to Neutral from Overweight at Piper Jaffray, and to Market Perform from Outperform at Cowen. 2. Tiffany (TIF) downgraded to Neutral from Buy at Goldman Sachs with analyst Lindsay Drucker Mann saying the company's high-end categories, including engagement, wedding and solitaire jewelry, decelerated in the last two quarters. 3. Airbus (EADSY) downgraded to Hold from Buy at Jefferies with analyst Sandy Morris saying the company's EBIT in fiscal 2018 and fiscal 2019 could track significantly below consensus expectations. 4. Alcoa (AA) downgraded to Hold from Buy at Berenberg with analyst Yuriy Vlasov saying Alcoa shares are up 43% over the past six months and recommends taking profits. 5. U.S. Steel (X) was downgraded to Underperform from Market Perform while ArcelorMittal (MT) was downgraded to Market Perform from Outperform at Cowen. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
AMZN Amazon.com
$1,544.93

-26.75 (-1.70%)

03/16/18
OPCO
03/16/18
NO CHANGE
Target $135
OPCO
Outperform
Carter's has 'adequate offsets' to Toys 'R' Us liquidation, says Oppenheimer
Oppenheimer analyst Anna Andreeva estimates that the full liquidation of Toys 'R' Us will be about a 1%-2% headwind to Carter's (CRI) fiscal 2018 sales. In a research note to investors, Andreeva noted that on Wednesday Toys 'R' Us, which represents about 2%-3% of total Carter's sales, announced it will completely liquidate, vs. the 20% door closure program announced in January. Importantly, she said, given better replenishment at Kohl's (KSS)/mass channel and momentum at Amazon (AMZN), "we think there are adequate offsets." The analyst has an Outperform rating and $135 price target on Carter's shares.
03/16/18
MSCO
03/16/18
NO CHANGE
Target $15
MSCO
Overweight
ADT pullback after earnings an overreaction, says Morgan Stanley
Morgan Stanley analyst Toni Kaplan called the post-earnings slide in ADT (ADT) shares unwarranted and an overreaction, noting that company's revenue and adjusted EBITDA guidance was just above her estimates at the midpoint. The company's attrition guidance of 13.15% at the midpoint for 2018 is a 55 basis point improvement over attrition rate of the trailing twelve months to Q4, Kaplan added. While becoming more cautious on the competitive landscape after Amazon's (AMZN) acquisition of Ring, Kaplan keeps an Overweight rating on ADT, citing its attractive 11% free cash flow yield. However, she lowered her price target on the stock to $15 from $18. ADT shares fell $1.28, or 12.5%, to close at $8.93 yesterday.
03/16/18
RSBL
03/16/18
NO CHANGE
RSBL
Buy
Apple HomePod sales weak, cheaper model may help, says Rosenblatt
Rosenblatt analyst Jun Zhang lowered his estimates for Apple's (AAPL) HomePod to 3M units from 6M after seeing weaker than expected sales, but he believes a low-cost HomePod model may see better traction against Amazon's (AMZN) and Google's (GOOGL) devices. Zhang keeps a Buy rating on Apple shares.
03/19/18
JMPS
03/19/18
NO CHANGE
Target $48
JMPS
Outperform
Any weakness in Cornerstone OnDemand a buying opportunity, says JMP Securities
JMP Securities analyst Patrick Walravens reiterated his Outperform rating and $48 price target on Cornerstone OnDemand (CSOD) after CNBC said last week that Amazon's (AMZN) Amazon Web Services is "considering a service for companies to show training content to their employees," and further suggested that Amazon had "explored the learning-management field and concluded that none of the available tools were just right for its own workers," that the company would "build its own system," and that the "idea was to build something 'commercializable.'" Walravens views any weakness in the stock from this news as a buying opportunity, as his due diligence with industry sources int he Cornerstone ecosystem "suggest that these concerns may be overblown."
UPS UPS
$108.46

-2.45 (-2.21%)

03/06/18
STFL
03/06/18
UPGRADE
Target $121
STFL
Buy
Stifel upgrades UPS to Buy with $121 target following share pullback
Stifel analyst David Ross upgraded UPS (UPS) to Buy from Hold while lowering his price target for the shares to $121 from $127. The shipping giant closed yesterday up 44c to $105.81. Following the recent share pullback, UPS' valuation is "reasonable" considering the risks ahead and the increased capital investments expected over the next several years, Ross tells investors in a research note partially titled "Brown Still Printing Plenty of Green." Assuming Amazon (AMZN) remains a "significant and profitable" customer, and the Teamsters do not go on strike, the analyst believes the shares have been oversold. He finds UPS the most attractive dividend play in large cap U.S. transportation and believes the package and general freight markets will "remain strong."
03/06/18
03/06/18
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. UPS (UPS) upgraded to Buy from Hold at Stifel with analyst David Ross saying after the recent share pullback, UPS' valuation is "reasonable" considering the risks ahead and the increased capital investments expected over the next several years. 2. PPL Corp. (PPL) upgraded to Outperform from Sector Perform at RBC Capital with analyst Shelby Tucker saying he believes that the uncertainty around the impact of RIIO-2 price controls on the company's financials has been more than discounted in the stock price, while the equity needs due to tax reform have also been digested by investors. 3. First Republic (FRC) upgraded to Overweight from Equal Weight at Barclays with analyst Matthew Keating saying he believes the impact of First Republic's "millennial strategies" on client household acquisition is underappreciated and that tax reform will not weigh the bank's businesses. 4. Herbalife Nutrition (HLF) upgraded to Buy from Neutral at Citi with analyst Beth Kite saying since January, the company has made capital allocation announcements, enacted several executive changes, and found out that Bill Ackman closed out his long-standing and well-publicized short position. 5. Mylan (MYL) upgraded to Overweight from Equal Weight at Morgan Stanley. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/06/18
STFL
03/06/18
UPGRADE
STFL
Buy
UPS upgraded to Buy from Hold at Stifel
02/28/18
WELS
02/28/18
NO CHANGE
WELS
Amazon delivery pilot program not incremental development, says Wells Fargo
Wells Fargo analyst Matthew Troy notes that Amazon (AMZN) announced the launching of a pilot program to pick-up and deliver packages in Los Angeles. The analyst does not view Shipping with Amazon as an incremental development in the e-Commerce giant's strategy or a change in the competitive risk dynamic for either UPS (UPS) or FedEx (FDX). Troy highlights that Amazon already offers a similar service in London, and is already delivering packages in nearly 40 U.S. cities. He still believes it would cost Amazon between $50B-$100B to build out a global network with sufficient reach and scale to compete directly with FedEx and UPS.
BA Boeing
$331.76

1.29 (0.39%)

02/13/18
02/13/18
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. JPMorgan (JPM) upgraded to Outperform from Market Perform at Keefe Bruyette with analyst Brian Kleinhanzl saying he views the recent pullback in the shares as a buying opportunity. 2. Total (TOT) upgraded to Overweight from Equal Weight at Morgan Stanley and to Strong Buy from Outperform at Raymond James. 3. Celgene (CELG) upgraded to Overweight from Equal Weight at Barclays with analyst Geoff Meacham saying the current valuation largely reflects the risk. 4. Quest Diagnostics (DGX) upgraded to Outperform from Neutral at Credit Suisse with analyst A.J. Rice saying he believes the company has "substantial runway on several fronts," including its Optum partnership related to revenue cycle management, which he believes could reduce bad debts and claims denials. 5. Boeing (BA) upgraded to Buy from Hold at Edward Jones. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/14/18
JPMS
03/14/18
NO CHANGE
JPMS
Spirit AeroSystems, Boeing weakness appears overdone, says JPMorgan
JPMorgan analyst Seth Seifman said he is not surprised that Spirit AeroSystems (SPR) would underperform after the company made comments at the firm's Aviation, Transportation and Industrials Conference about 737 cost pressure in Q1. He also believes the decline in the stock, as well as in shares of Boeing (BA), appears overdone. He thinks Spirit is "taking a hit" now so that it can meet its commitments to Boeing, noting that the company has maintained its earnings outlook for the year and has a history of conservatism. Seifman added that he does not think this morning's 737 MAX news is the only factor weighing on Boeing and Spirit, however, as reports that President Trump is considering $60B of tariffs on Chinese goods are "likely not helping," but he still thinks a rupture in Boeing's relationship with China is unlikely.
03/13/18
JEFF
03/13/18
NO CHANGE
Target $400
JEFF
Buy
Boeing booked 21 widebody orders in February, says Jefferies
Jefferies analyst Sheila Kahyaoglu says the most incremental item in Boeing's February orders report was the booking of 21 widebody orders, including three legacy 777s. The company is adding to its widebody backlog, Kahyaoglu tells investors in a research note. She notes that at current production rates, on average Boeing has more than seven years of production in backlog. The analyst sees support for upcoming rate increases and keeps a Buy rating on Boeing shares with a $400 price target.
02/13/18
EDJN
02/13/18
UPGRADE
EDJN
Buy
Boeing upgraded to Buy from Hold at Edward Jones

TODAY'S FREE FLY STORIES

FIT

Fitbit

$5.93

0.22 (3.86%)

15:00
08/20/18
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15:00
Options
Fitbit calls active as shares extend gains »

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MMM

3M

$204.54

-0.27 (-0.13%)

, SGMS

Scientific Games

$30.45

0.85 (2.87%)

14:53
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Hot Stocks
3M announces filing of touch screen technology patent infringement lawsuit »

3M (MMM) and 3M…

MMM

3M

$204.54

-0.27 (-0.13%)

SGMS

Scientific Games

$30.45

0.85 (2.87%)

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BPY

Brookfield Property

$19.94

-0.15 (-0.75%)

14:49
08/20/18
08/20
14:49
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14:49
Conference/Events
Brookfield Property management to meet with RBC Capital »

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LCI

Lannett

$5.40

-8.1 (-60.00%)

14:49
08/20/18
08/20
14:49
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14:49
Downgrade
Lannett rating change  »

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AABA

Altaba

$69.92

1.74 (2.55%)

14:49
08/20/18
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14:49
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14:49
Options
Altaba Inc options imply 7.0% move in share price post-earnings, above median historical move »

Pre-earnings options…

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SUM

Summit Materials

$20.26

0.31 (1.55%)

14:47
08/20/18
08/20
14:47
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14:47
Conference/Events
Summit Materials management to meet with RBC Capital »

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CAPL

CrossAmerica

$18.15

0.15 (0.83%)

, ANDV

Andeavor

$147.76

2.82 (1.95%)

14:46
08/20/18
08/20
14:46
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14:46
Hot Stocks
FTC approves Alimentation Couche-Tard sale of two Minnesota fuel stations »

The Federal Trade…

CAPL

CrossAmerica

$18.15

0.15 (0.83%)

ANDV

Andeavor

$147.76

2.82 (1.95%)

ANCUF

Alimentation Couche-Tard

$0.00

(0.00%)

03/08/13
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03/08/13
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GME

GameStop

$15.94

0.61 (3.98%)

14:45
08/20/18
08/20
14:45
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14:45
Options
GameStop call volume above normal and directionally bullish »

Bullish option flow…

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PHII

PHI, Inc

$8.59

0.09 (1.06%)

14:45
08/20/18
08/20
14:45
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14:45
Hot Stocks
Alesia Value fund reports 4.7% stake in PHI »

On August 20,Alesia…

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AAPL

Apple

$216.05

-1.6 (-0.74%)

14:41
08/20/18
08/20
14:41
08/20/18
14:41
Periodicals
Breaking Periodicals news story on Apple »

Apple planning revamped…

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MCHVF

MGM China

$0.00

(0.00%)

14:36
08/20/18
08/20
14:36
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14:36
Upgrade
MGM China rating change  »

MGM China upgraded to Buy…

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14:35
08/20/18
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14:35
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14:35
General news
The Fed has become an unexpected focus »

The Fed has become an…

14:35
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General news
Canada wholesale preview »

Canada wholesale preview:…

CTWS

Connecticut Water

$69.10

0.1 (0.14%)

14:34
08/20/18
08/20
14:34
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14:34
Hot Stocks
PURA approves rate settlement agreement for Connecticut Water »

Connecticut Water Company…

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WMB

Williams

$30.38

-0.095 (-0.31%)

14:30
08/20/18
08/20
14:30
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14:30
Conference/Events
Williams management to meet with RBC Capital »

Meeting to be held in…

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  • 21

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AMZN

Amazon.com

$1,880.70

-1.24 (-0.07%)

14:29
08/20/18
08/20
14:29
08/20/18
14:29
Periodicals
Amazon hires well-known cardiologist amid push into health, CNBC says »

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  • 13

    Sep

AMCX

AMC Networks

$61.70

1.28 (2.12%)

14:25
08/20/18
08/20
14:25
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Conference/Events
AMC Networks management to meet with RBC Capital »

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  • 21

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OSPR

Osprey Energy Acquisition

$11.27

0.065 (0.58%)

14:25
08/20/18
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14:25
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14:25
Conference/Events
Osprey Energy Acquisition to host special shareholder meeting »

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  • 20

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PPG

PPG

$109.64

1.23 (1.13%)

14:24
08/20/18
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14:24
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14:24
Conference/Events
PPG management to meet with UBS »

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  • 22

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NFLX

Netflix

$330.55

13.77 (4.35%)

14:21
08/20/18
08/20
14:21
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Technical Analysis
Technical Take: Netflix may test downtrend resistance line »

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  • 21

    Aug

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
08/20/18
08/20
14:17
08/20/18
14:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
08/20/18
08/20
14:16
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14:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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LCI

Lannett

$5.35

-8.15 (-60.37%)

14:16
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08/20
14:16
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14:16
Downgrade
Lannett rating change  »

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  • 20

    Aug

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MBI

MBIA

$10.78

-0.22 (-2.00%)

14:15
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14:15
Options
MBIA put volume heavy and directionally bearish »

Bearish flow noted in…

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BAC

Bank of America

$30.79

0.05 (0.16%)

14:08
08/20/18
08/20
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14:08
Hot Stocks
SEC says Merrill Lynch to pay $8.9M to settle charges of undisclosed conflict »

The Securities and…

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  • 27

    Sep

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