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UPS

UPS

, AMZN

Amazon.com

09:29
04/26/18
04/26
09:29
04/26/18
09:29

UPS says relationship with Amazon.com 'mutually beneficial'

Says company's network is scalable, difficult to match. Says currently has five 747-8 aircraft in fleet.

UPS

UPS

AMZN

Amazon.com

  • 26

    Apr

  • 26

    Apr

  • 27

    Apr

UPS UPS

04/25/18
DBAB
04/25/18
NO CHANGE
DBAB
Amazon to see modest impact from Postal Service review, says Deutsche Bank
Deutsche Bank analyst Lloyd Walmsley believes President Trump's task force to scrutinize the finances of the U.S. Postal Service will have only a modest impact on Amazon.com (AMZN). The potential outcomes look "much more benign for Amazon than headlines and bluster would suggest," Walmsley tells investors in a research note, citing Postal Regulatory Commission data and discussions with industry contacts. Further, the analyst sees "potentially significant positive implications" for both FedEx (FDX) and UPS (UPS).
04/03/18
BARD
04/03/18
NO CHANGE
BARD
Outperform
USPS raising rates may accelerate Amazon's last-mile efforts, says Baird
Following the latest series of tweets from President Trump aimed at Amazon (AMZN), Baird analyst Colin Sebastian said the e-commerce giant "clearly" has risks to its shipping margins if the USPS increases fees. However, he would expect any significant contract changes would see Amazon reallocate volume to UPS (UPS) and FedEx (FDX) as well as accelerate the pace of its internal last-mile delivery efforts. Sebastian also points out that data indicate that the number of U.S. e-commerce jobs added since the end of the recession far exceeds the net decrease in physical retail jobs and Amazon's less than 5% market share "deems anti-trust a non-issue" in his view. He keeps an Outperform rating and $1,600 price target on Amazon shares.
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
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."
AMZN Amazon.com

04/24/18
RBCM
04/24/18
NO CHANGE
Target $64
RBCM
Sector Perform
Tractor Supply price target lowered to $64 from $71 at RBC Capital
RBC Capital analyst Scot Ciccarelli lowered his price target on Tractor Supply (TSCO) to $64 and kept his Sector Perform rating ahead of Q1 earnings. The analyst notes the wet and cold conditions making an impact on the quarter in the short run, adding that the longer term sales and margins will likely be impacted by the increasing competitive threat from Amazon (AMZN) Prime.
04/24/18
MAXM
04/24/18
INITIATION
Target $5.5
MAXM
Buy
BIO-key initiated with a Buy at Maxim
Maxim analyst Anthony Vendetti initiated BIO-key (BKYI) with a Buy rating and a price target of $5.50. Vendetti points to a positive outlook for the global biometrics market, reaching $59B by 2025 from $10B in 2015. The analyst also notes that some of the company's biometric products, including Bluetooth Smart Lock and TouchLock Fingerprint Smart PadLock, becoming available on Amazon (AMZN), with further new product like padlocks for bicycles and luggage driving 2018 revenue growth.
04/24/18
LEER
04/24/18
NO CHANGE
LEER
Amazon shelving pharma supply efforts to hospitals not surprising, says Leerink
Leerink analyst David Larsen notes that Amazon (AMZN) is said to be shelving its pharmaceutical supply efforts to hospitals, which he does not see as a suprise given several barriers to entry. The consumer market has always been Amazon's core competency, though he expects it will be a long, gradual, and difficult process of building up an online drug portfolio with an initial focus likely on generics. The analyst believes the risk of Amazon entering retail in the near term is reduced significantly. Nonetheless, Larsen thinks risk remains longer term for retail pharmacies such as CVS (CVS) and Walgreens Boots Alliance (WBA).

TODAY'S FREE FLY STORIES

NKTR

Nektar

$82.81

0.87 (1.06%)

, BMY

Bristol-Myers

$52.49

0.14 (0.27%)

05:36
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05:36
Recommendations
Nektar, Bristol-Myers, Merck analyst commentary  »

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NKTR

Nektar

$82.81

0.87 (1.06%)

BMY

Bristol-Myers

$52.49

0.14 (0.27%)

MRK

Merck

$59.16

0.7 (1.20%)

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ABBV

AbbVie

$105.60

-0.72 (-0.68%)

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GBNK

Guaranty Bancorp

$33.05

0.6 (1.85%)

, IBTX

Independent Bank

$74.20

-3.65 (-4.69%)

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GBNK

Guaranty Bancorp

$33.05

0.6 (1.85%)

IBTX

Independent Bank

$74.20

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EC

Ecopetrol

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-0.62 (-2.85%)

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VRML

Vermillion

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0.045 (4.48%)

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CZR

Caesars

$12.50

-0.15 (-1.19%)

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MLNT

Melinta Therapeutics

$6.25

-0.2 (-3.10%)

05:26
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05:26
Syndicate
Melinta Therapeutics 22M share Secondary priced at $5.00 »

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TDY

Teledyne

$198.96

2.19 (1.11%)

05:24
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05:24
Hot Stocks
Teledyne awarded second phase of $47M contract from ESA »

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NOG

Northern Oil and Gas

$2.69

0.06 (2.28%)

05:22
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05:22
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Northern Oil and Gas rating change  »

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RDC

Rowan Companies

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OI

Owens-Illinois

$18.85

-0.1 (-0.53%)

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DE

Deere

$156.59

1.52 (0.98%)

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GNRC

Generac

$50.56

0.42 (0.84%)

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PBR

Petrobras

$15.10

-0.6 (-3.82%)

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PBR

Petrobras

$15.10

-0.6 (-3.82%)

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NVS

Novartis

$76.38

-0.465 (-0.61%)

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ARCT

Arcturus Therapeutics

$6.66

-0.29 (-4.17%)

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MTDR

Matador

$31.07

-0.735 (-2.31%)

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ESYJY

easyJet

$0.00

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PRMW

Primo Water

$15.48

0.56 (3.75%)

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ALGN

Align Technology

$308.24

10.26 (3.44%)

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  • 12

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CDNA

CareDx

$11.66

-0.12 (-1.02%)

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Conference/Events
CareDx management to meet with Craig Hallum »

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