Breaking News Instant updates and real-time market news.

BA

Boeing

$337.48

10.12 (3.09%)

, ERJ

Embraer

$27.07

-0.42 (-1.53%)

18:05
04/12/18
04/12
18:05
04/12/18
18:05

Boeing, Embraer may form commercial partnership, Reuters reports

In a follow up to an earlier report, Reuters says that Boeing (BA) and Embraer (ERJ) are in talks to form a new company with a focus on commercial aviation, Reuters reports, citing a securities filing by Ermbraer. The report adds that the partnership would exclude Embraer's business jet and defense units. Reference Link

BA

Boeing

$337.48

10.12 (3.09%)

ERJ

Embraer

$27.07

-0.42 (-1.53%)

  • 25

    Apr

  • 30

    May

BA Boeing
$337.48

10.12 (3.09%)

04/04/18
BARD
04/04/18
NO CHANGE
Target $433
BARD
Outperform
Boeing should be bought on the pullback, says Baird
Baird analyst Peter Arment previewed the Q1 results for Boeing and said he expects a solid report. The analyst said proprietary aircraft delivery checks indicate better than consensus performance as the end of March delivery activity was very strong. He said he remains a buyer on the recent pullback and sees the shares on the path to $400. Arment reiterated his Outperform rating and $433 price target.
04/05/18
MSCO
04/05/18
NO CHANGE
Target $373
MSCO
Equal Weight
Boeing risk-reward improved after tariff-fueled pullback, says Morgan Stanley
China's potential 25% tariff exceeded expectations, though it was equal in size to U.S. actions under Section 301, said Morgan Stanley analyst Rajeev Lalwani, who notes that for aerospace the tariff would be levied on aircraft with an empty weight exceeding 15,000kg but less than 45,000kg. This range may include the 737-700 and 737 MAX 7, noted the analyst, who estimates the backlog of those two aircraft for China represents less than about 1% of the total. If the next step is negotiation and resolution, which Morgan Stanley believes is probable, Lalwani said he sees "a clearer path" to his price target of $373 on Boeing share, which fell 1% yesterday to $327.44. He keeps an Equal Weight rating on the stock.
04/05/18
BERN
04/05/18
NO CHANGE
BERN
Chinese tariffs negative for Boeing, limited impact, says Bernstein
Bernstein analyst Douglas Harned notes that China said it would impose a 25% tariff on U.S.-produced aircraft weighing between 15,000kg-45,000kg. The analyst sees Chinese tariffs as negative for Boeing (BA), but with limited impact if current orders and the MAX-8 remain unaffected. Harned does not see that Airbus (EADSY) would benefit materially, as narrow tariffs would offer little advantage. The risk of a trade war driven recession is now higher, but the analyst does not assume one. Harned reiterates an Outperform rating on both Boeing and Airbus.
04/12/18
SBSH
04/12/18
NO CHANGE
Target $415
SBSH
Buy
Citi sees path to 50% upside in shares of Boeing
Citi analyst Jonathan Raviv sees a path to 50% upside in shares of Boeing (BA), or a stock price above $500. The analyst keeps a Buy rating on the shares with a $415 price target. Airbus (EADSY) hosted its annual meeting on Wednesday, and surrounding media chatter touched on potentially raising A320 rates to greater than 70, although there's nothing official from the company, Raviv tells investors in a research note. Dropping that into Boeing's free cash builder supports a stock above $500 at an attractive 7% free cash flow yield, the analyst writes. He sees this as "one of several paths" to share upside for Boeing. He believes both sides are incentivized to maintain delivery plans and keeps a Buy rating on Boeing shares. Raviv believes the stock remains cheap at current levels.
ERJ Embraer
$27.07

-0.42 (-1.53%)

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
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.

TODAY'S FREE FLY STORIES

LUV

Southwest

$54.76

-0.02 (-0.04%)

17:56
04/22/18
04/22
17:56
04/22/18
17:56
Periodicals
Southwest cancels 40 flights for inspection, Reuters reports »

Southwest Airlines said…

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

  • 26

    Apr

  • 10

    May

TWX

Time Warner

$96.23

-0.34 (-0.35%)

, CMCSA

Comcast

$33.21

-0.28 (-0.84%)

17:04
04/22/18
04/22
17:04
04/22/18
17:04
Hot Stocks
Box Office Battle: 'A Quiet Place' reclaims first place with $22M »

Paramount's (VIAB)…

TWX

Time Warner

$96.23

-0.34 (-0.35%)

CMCSA

Comcast

$33.21

-0.28 (-0.84%)

CMCSK

Comcast

SNE

Sony

$49.76

0.03 (0.06%)

FOX

21st Century Fox

$36.21

-0.46 (-1.25%)

FOXA

21st Century Fox

$36.69

-0.51 (-1.37%)

LGF.A

Lionsgate

$25.76

-0.44 (-1.68%)

DIS

Disney

$100.24

-0.64 (-0.63%)

VIAB

Viacom

$30.65

-0.1 (-0.33%)

VIA

Viacom

$35.35

-0.25 (-0.70%)

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

    Apr

  • 25

    Apr

  • 25

    Apr

  • 25

    Apr

  • 08

    May

  • 09

    May

  • 09

    May

BAC

Bank of America

$30.26

0.06 (0.20%)

, WFC

Wells Fargo

$52.57

1.02 (1.98%)

16:40
04/22/18
04/22
16:40
04/22/18
16:40
Periodicals
Big banks push mortgage apps, websites as home lending slows, Reuters reports »

Big U.S. banks are racing…

BAC

Bank of America

$30.26

0.06 (0.20%)

WFC

Wells Fargo

$52.57

1.02 (1.98%)

JPM

JPMorgan

$111.47

-0.26 (-0.23%)

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

    Apr

  • 25

    Apr

  • 15

    May

  • 16

    May

  • 30

    May

  • 13

    Jul

  • 12

    Oct

AMZN

Amazon.com

$1,527.39

-29.57 (-1.90%)

16:34
04/22/18
04/22
16:34
04/22/18
16:34
Periodicals
Amazon to broaden offering in groceries in India, Reuters says »

Amazon expects groceries…

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

  • 26

    Apr

F

Ford

$10.82

-0.14 (-1.28%)

, WPP

WPP

$80.16

-1.21 (-1.49%)

16:27
04/22/18
04/22
16:27
04/22/18
16:27
Periodicals
Ford to take bids on some advertising managed by WPP, Reuters reports »

Ford (F) said it will…

F

Ford

$10.82

-0.14 (-1.28%)

WPP

WPP

$80.16

-1.21 (-1.49%)

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

    Apr

FB

Facebook

$166.29

-1.82 (-1.08%)

16:23
04/22/18
04/22
16:23
04/22/18
16:23
Periodicals
Facebook sets lobbying record, Axios reports »

Facebook spent $3.3M on…

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

    Apr

AKRX

Akorn

$19.68

0.31 (1.60%)

, FSNUY

Fresenius SE

16:19
04/22/18
04/22
16:19
04/22/18
16:19
Hot Stocks
Akorn responds to Fresenius decision to terminate merger agreement »

Akorn (AKRX) issued a…

AKRX

Akorn

$19.68

0.31 (1.60%)

FSNUY

Fresenius SE

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

INFY

Infosys

$17.38

0.21 (1.22%)

15:34
04/22/18
04/22
15:34
04/22/18
15:34
Conference/Events
Infosys to host analyst meeting »

Analyst meeting to be…

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

AKRX

Akorn

$19.68

0.31 (1.60%)

, FSNUY

Fresenius SE

14:08
04/22/18
04/22
14:08
04/22/18
14:08
Hot Stocks
Fresenius terminates merger agreement with Akorn over data breaches »

Fresenius (FSNUY) decided…

AKRX

Akorn

$19.68

0.31 (1.60%)

FSNUY

Fresenius SE

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

LEVB

Level Brands

$5.15

0.25 (5.10%)

12:20
04/22/18
04/22
12:20
04/22/18
12:20
Conference/Events
Level Brands CEO Sumichrast interview to air on The RedChip Money Report »

Marty Sumichrast,…

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

  • 22

    Apr

LEVB

Level Brands

$5.15

0.25 (5.10%)

04:55
04/22/18
04/22
04:55
04/22/18
04:55
Conference/Events
Level Brands CEO Sumichrast interview to air on The RedChip Money Report »

Marty Sumichrast,…

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

  • 22

    Apr

04:55
04/22/18
04/22
04:55
04/22/18
04:55
Conference/Events
International Monetary Fund & World Bank Group to co-host an annual meeting »

2018 Spring Meeting will…

CGNT

Cogentix Medical

$3.84

-0.005 (-0.13%)

19:21
04/21/18
04/21
19:21
04/21/18
19:21
Hot Stocks
Laborie Medical announces completion of tender offer for Cogentix Medical »

Laborie Medical…

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

TSG

The Stars Group

$29.35

0.4 (1.38%)

, SKYAY

Sky

18:31
04/21/18
04/21
18:31
04/21/18
18:31
Hot Stocks
The Stars Group to acquire Sky Betting & Gaming for $4.7B »

The Stars Group (TSG)…

TSG

The Stars Group

$29.35

0.4 (1.38%)

SKYAY

Sky

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

LUV

Southwest

$54.76

-0.02 (-0.04%)

18:22
04/21/18
04/21
18:22
04/21/18
18:22
Hot Stocks
Southwest responds to Emergency Airworthiness Directive »

Southwest Airlines said…

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

  • 26

    Apr

  • 10

    May

TPR

Tapestry

$53.03

-0.255 (-0.48%)

16:17
04/21/18
04/21
16:17
04/21/18
16:17
Periodicals
Tapestry could see more stock gains, Barron's says »

In a follow-up story,…

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

  • 22

    May

  • 23

    May

DAL

Delta Air Lines

$55.40

0.34 (0.62%)

, GM

General Motors

$37.61

-0.16 (-0.42%)

16:05
04/21/18
04/21
16:05
04/21/18
16:05
Periodicals
Delta, GM look cheap, with growth potential, Barron's says »

While a solid start to…

DAL

Delta Air Lines

$55.40

0.34 (0.62%)

GM

General Motors

$37.61

-0.16 (-0.42%)

GT

Goodyear Tire

$27.00

0.06 (0.22%)

LNC

Lincoln National

$71.59

-0.04 (-0.06%)

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

    Apr

  • 26

    Apr

  • 03

    May

  • 30

    May

  • 20

    Jun

  • 26

    Jun

  • 29

    Jun

GIS

General Mills

$43.41

-0.61 (-1.39%)

15:57
04/21/18
04/21
15:57
04/21/18
15:57
Periodicals
General Mills shares fall to 'bargain territory,' Barron's says »

General Mills has fallen…

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

CCL

Carnival

$65.88

0.82 (1.26%)

, RCL

Royal Caribbean

$119.11

1.18 (1.00%)

15:51
04/21/18
04/21
15:51
04/21/18
15:51
Periodicals
Cruise operators can offer 'nice' yields, solid dividend growth, Barron's says »

Cruise operators, like…

CCL

Carnival

$65.88

0.82 (1.26%)

RCL

Royal Caribbean

$119.11

1.18 (1.00%)

NCLH

Norwegian Cruise Line

$55.65

0.71 (1.29%)

DIS

Disney

$100.24

-0.64 (-0.63%)

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

  • 04

    May

  • 08

    May

GOOG

Alphabet

$1,072.73

-15.18 (-1.40%)

, GOOGL

Alphabet Class A

$1,076.64

-12.83 (-1.18%)

15:42
04/21/18
04/21
15:42
04/21/18
15:42
Periodicals
Tech giants may make own custom chips to get edge on one another, Barron's says »

There has been a tension…

GOOG

Alphabet

$1,072.73

-15.18 (-1.40%)

GOOGL

Alphabet Class A

$1,076.64

-12.83 (-1.18%)

AMZN

Amazon.com

$1,527.39

-29.57 (-1.90%)

FB

Facebook

$166.29

-1.82 (-1.08%)

AAPL

Apple

$165.71

-7.08 (-4.10%)

MSFT

Microsoft

$95.01

-1.1 (-1.14%)

BIDU

Baidu

$232.38

-4.73 (-1.99%)

BABA

Alibaba

$179.07

-2.14 (-1.18%)

INTC

Intel

$51.53

-0.68 (-1.30%)

NVDA

Nvidia

$228.74

-0.21 (-0.09%)

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

  • 23

    Apr

  • 23

    Apr

  • 25

    Apr

  • 26

    Apr

  • 26

    Apr

  • 26

    Apr

  • 01

    May

  • 04

    May

  • 10

    May

EPD

Enterprise Products

$26.60

-0.03 (-0.11%)

, MMP

Magellan Midstream

$65.16

-0.755 (-1.15%)

15:32
04/21/18
04/21
15:32
04/21/18
15:32
Periodicals
MPL valuations look cheap, Barron's says »

Master limited…

EPD

Enterprise Products

$26.60

-0.03 (-0.11%)

MMP

Magellan Midstream

$65.16

-0.755 (-1.15%)

MPLX

MPLX

PAA

Plains All American

$24.68

0.42 (1.73%)

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

    May

  • 03

    May

  • 08

    May

AMZN

Amazon.com

$1,527.39

-29.57 (-1.90%)

, TWX

Time Warner

$96.23

-0.34 (-0.35%)

08:34
04/21/18
04/21
08:34
04/21/18
08:34
Periodicals
Trump's tweets politicize U.S. markets, Barron's says »

With President Donald…

AMZN

Amazon.com

$1,527.39

-29.57 (-1.90%)

TWX

Time Warner

$96.23

-0.34 (-0.35%)

T

AT&T

$34.67

-0.15 (-0.43%)

MYL

Mylan

$40.73

-0.08 (-0.20%)

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

    Apr

  • 25

    Apr

  • 26

    Apr

  • 27

    Apr

  • 18

    May

  • 13

    Nov

FB

Facebook

$166.29

-1.82 (-1.08%)

, AAPL

Apple

$165.71

-7.08 (-4.10%)

08:15
04/21/18
04/21
08:15
04/21/18
08:15
Periodicals
Facebook, Apple embody new tech divide, Barron's says »

For several years now,…

FB

Facebook

$166.29

-1.82 (-1.08%)

AAPL

Apple

$165.71

-7.08 (-4.10%)

AMZN

Amazon.com

$1,527.39

-29.57 (-1.90%)

NFLX

Netflix

$327.57

-5.12 (-1.54%)

GOOG

Alphabet

$1,072.73

-15.18 (-1.40%)

GOOGL

Alphabet Class A

$1,076.64

-12.83 (-1.18%)

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

  • 23

    Apr

  • 23

    Apr

  • 25

    Apr

  • 26

    Apr

  • 01

    May

AMZN

Amazon.com

$1,527.39

-29.57 (-1.90%)

, ACIA

Acacia Communications

$27.54

1.04 (3.92%)

08:00
04/21/18
04/21
08:00
04/21/18
08:00
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AMZN

Amazon.com

$1,527.39

-29.57 (-1.90%)

ACIA

Acacia Communications

$27.54

1.04 (3.92%)

OCLR

Oclaro

$8.27

0.08 (0.98%)

NOK

Nokia

$5.96

0.125 (2.14%)

NPTN

NeoPhotonics

$6.05

-0.01 (-0.17%)

LITE

Lumentum

$58.90

-1.05 (-1.75%)

FNSR

Finisar

$15.43

0.045 (0.29%)

MSFT

Microsoft

$95.01

-1.1 (-1.14%)

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

  • 26

    Apr

  • 26

    Apr

  • 26

    Apr

  • 02

    May

  • 03

    May

  • 09

    May

  • 23

    May

  • 29

    May

  • 12

    Jun

  • 26

    Jun

04:55
04/21/18
04/21
04:55
04/21/18
04:55
Conference/Events
International Monetary Fund & World Bank Group to co-host an annual meeting »

2018 Spring Meeting will…

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.