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CZR

Caesars

$11.45

-0.2 (-1.72%)

, RAIL

FreightCar America

$13.50

0.2 (1.50%)

19:12
05/02/18
05/02
19:12
05/02/18
19:12

On The Fly: After Hours Movers

UP AFTER EARNINGS: Caesars (CZR) up 7.4%... FreightCar America (RAIL) up 6.0%... DexCom (DXCM) up 4.6%... Kraft Heinz (KHC) up 3.9%... Warrior Met Coal (HCC) up 3.3%... Beazer Homes (BZH) up 3.0%... MetLife (MET) up 2.6%... Tableau Software (DATA) up 2.6%... EZCORP (EZPW) up 1.8%... CoreCivic (CXW) up 1.3%... Grand Canyon Education (LOPE) up 1.2%... Sprint (S) up 1.0%. ALSO HIGHER: Exelixis (EXEL) up 5.8% after entering biologics collaboration with Invera. DOWN AFTER EARNINGS: Mammoth Energy (TUSK) down 9.7%... Spotify (SPOT) down 7.9%... Cirrus Logic (CRUS) down 7.2%... Square (SQ) down 6.3%... Fitbit (FIT) down 6.2%... Hologic (HOLX) down 6.2%... Cerner (CERN) down 6.1%... AIG (AIG) down 5.5%... FireEye (FEYE) down 5.2%... Tesla (TSLA) down 5.0%... Williams Companies (WMB) down 4.4%... Habit Restaurants (HABT) down 3.0%... Express Scripts (ESRX) down 2.6%... 3D Systems (DDD) down 2.4%... WPX Energy (WPX) down 2.1%. ALSO LOWER: Akaogen (AKAO) down 31.9% after mixed FDA advisory committee vote on Plazomicin.

CZR

Caesars

$11.45

-0.2 (-1.72%)

RAIL

FreightCar America

$13.50

0.2 (1.50%)

DXCM

DexCom

$74.32

0.91 (1.24%)

KHC

Kraft Heinz

$54.21

-1.49 (-2.68%)

HCC

Warrior Met Coal

$24.00

0.82 (3.54%)

BZH

Beazer Homes

$15.38

0.13 (0.85%)

MET

MetLife

$45.00

-2.29 (-4.84%)

DATA

Tableau

$85.23

0.43 (0.51%)

EZPW

Ezcorp

$14.00

0.3 (2.19%)

CXW

CoreCivic

$20.49

0.045 (0.22%)

LOPE

Grand Canyon

$102.98

1.13 (1.11%)

S

Sprint

$5.18

-0.23 (-4.25%)

EXEL

Exelixis

$20.62

-0.37 (-1.76%)

TUSK

Mammoth Energy

$32.68

0.43 (1.33%)

SPOT

Spotify

$170.00

5.02 (3.04%)

CRUS

Cirrus Logic

$38.40

0.52 (1.37%)

SQ

Square

$48.69

0.48 (1.00%)

FIT

Fitbit

$5.49

-0.01 (-0.18%)

HOLX

Hologic

$39.69

0.05 (0.13%)

CERN

Cerner

$57.96

-0.84 (-1.43%)

AIG

AIG

$54.86

-1.445 (-2.57%)

FEYE

FireEye

$18.56

0.17 (0.92%)

TSLA

Tesla

$301.22

1.63 (0.54%)

WMB

Williams

$26.16

0.22 (0.85%)

HABT

Habit Restaurants

$10.25

(0.00%)

ESRX

Express Scripts

$74.05

-1.86 (-2.45%)

DDD

3D Systems

$10.21

-0.19 (-1.83%)

WPX

WPX Energy

$17.41

0.325 (1.90%)

AKAO

Achaogen

$14.69

(0.00%)

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CZR Caesars
$11.45

-0.2 (-1.72%)

01/18/18
JEFF
01/18/18
INITIATION
Target $14
JEFF
Hold
Caesars initiated with a Hold at Jefferies
Jefferies analyst David Katz initiated coverage of the casino industry, starting Caesars with a Hold rating and $14 price target.
03/07/18
NOMU
03/07/18
UPGRADE
NOMU
Buy
Caesars upgraded to Buy from Neutral at Nomura Instinet
04/05/18
NOMU
04/05/18
NO CHANGE
Target $15
NOMU
Buy
Nomura sees 'several' positive catalysts to reverse Caesars sentiment
Nomura Instinet analyst Harry Curtis sees "several" positive catalysts that could reverse the negative sentiment on shares of Caesars. These include Q2 RevPAR strength in Las Vegas, which is being underappreciated by investors, Curtis tells investors in a research note. He notes the stock has 36% upside potential to his $15 price target along with a 13% free cash flow yield on 2019 estimates. Curtis keeps a Buy rating on Caesars.
04/13/18
JEFF
04/13/18
NO CHANGE
JEFF
Jefferies sees opportunity in smid-cap casino stocks after selloff
The recent selloff in smid-cap casino stocks has been driven by the impact of severe weather in the regional markets as well as a challenging quarter in Las Vegas, Jefferies analyst David Katz tells investors in a research note. Following the release of positive March gross gaming revenue from several important regional markets, the context for the quarter is more positive, Katz adds. He believes the share selloff is overdone and presents opportunities in Caesars (CZR) and Penn National Gaming (PENN), among others.
RAIL FreightCar America
$13.50

0.2 (1.50%)

01/04/18
GHSC
01/04/18
INITIATION
GHSC
Neutral
FreightCar America initiated with a Neutral at Seaport Global
Seaport Global analyst Williard Milby initiated FeightCar with a Neutral saying the company remains a near-term "show me" story as new CEO Jim Meyer tackles operational issues within the company's primary manufacturing facility and attempts to revamp COGS sourcing to provide margin improvement.
06/21/17
BUCK
06/21/17
INITIATION
Target $17
BUCK
Neutral
FreightCar America initiated with a Neutral at Buckingham
Buckingham analyst Matthew Brooklier initiated FreightCar America with a Neutral rating to reflect his somewhat mixed outlook on the U.S freight rail marketplace over the next 12 months, citing existing ample supply of railcars, industry backlog, and the lack of a near-term catalyst that would lead to a reacceleration of demand. Brooklier has a $17 price target on FreightCar America shares.
DXCM DexCom
$74.32

0.91 (1.24%)

04/08/18
PIPR
04/08/18
NO CHANGE
PIPR
Piper Jaffray recommends investors own Dexcom, Insulet into Q1 earnings
Piper Jaffray analyst JP McKim recommends investors own Dexcom (DXCM) and Insulet (PODD) into Q1 earnings where he expects strong results from both. That said, the analyst notes he is still actively monitoring payers/PBMs for Libre coverage and pricing pressure for Dexcom.
04/04/18
04/04/18
INITIATION

Neutral
Guggenheim starts Dexcom at Neutral, Insulet and Senseonics at Buy
As previously reported, Guggenheim analyst Chris Pasquale initiated Dexcom (DXCM) with a Neutral rating. While he is bullish on the outlook for CGM adoption and Dexcom's ability to sustain a leadership position in the market, his recent survey work suggests the company could be at risk from both a share and pricing perspective as the field enters a disruptive phase with a rapid influx of new technologies. Pasquale also initiated diabetes market player Insulet (PODD) with a Buy rating and $105 price target, calling it "a good story poised to get even better as its pipeline matures." His surveys suggests Insulet is well positioned to take insulin pump share going forward, Pasquale tells investors. Also in the diabetes space, Pasquale started Senseonics (SENS) with a Buy rating and $6 price target, identifying its Eversense long-term implantable system as a differentiated new entrant into the continuous glucose monitoring market that he expects will appeal to diabetic patients.
04/04/18
GSCO
04/04/18
INITIATION
Target $57
GSCO
Sell
Dexcom initiated with a Sell at Goldman Sachs
Goldman Sachs analyst Issac Ro started Dexcom with a Sell rating and $57 price target.
04/17/18
PIPR
04/17/18
NO CHANGE
PIPR
J&J commentary positive for pure-play spine names, says Piper Jaffray
Piper Jaffray analyst Matt O'Brien is out discussing derivative calls following Johnson & Johnson's (JNJ) Q1 results. The orthopedic market looked relatively stable, though Hips were notably softer than expected, O'Brien tells investors in a research note. He believes Stryker (SYK) is "clearly taking market share," which he views as an incremental negative for Zimmer Biomet (ZBH). On Spine, some U.S. weakness was expected, but J&J's results could be viewed as concerning given continued weakness since Q3 of 2017, the analyst adds. He thinks the end markets "are ok" and the commentary on J&J losing share benefits pure-play spine names NuVasive (NUVA), Globus Medical (GMED), SeaSpine (SPNE) and K2M Group (KTWO). He believes the pure-plays continue to out-innovate and take share despite the weakness in the overall category. Johnson & Johnson's results also show that the U.S. lens market remains strong and is shifting to 1-Days lenses from weeklies/monthlies, which is a positive for Cooper Companies (COO), O'Brien contends. Lastly, the analyst says the decline in J&J's U.S. diabetes franchise from the Animas exit was faster than expected. This is good for the pump names Insulet (PODD) and Tandem Diabetes (TNDM) and a slight negative for Dexcom (DXCM) as some of those will end up at Medtronic (MDT), O'Brien argues. He continues to believe that both Insulet and Tandem "will gain more than their fair share" of Animas patients.
KHC Kraft Heinz
$54.21

-1.49 (-2.68%)

04/20/18
JPMS
04/20/18
NO CHANGE
JPMS
Overweight
Pinnacle Foods is a likely takeout candidate, says JPMorgan
After Jana Partners disclosed a 9.5% activist stake in Pinnacle Foods (PF), JPMorgan analyst Ken Goldman reiterates his belief that the company is a likely takeout candidate. The most logical potential buyer for Pinnacle would be Conagra (CAG) because putting the two frozen food manufacturers together would generate "unusually powerful" cost synergies, Goldman tells investors in a research note. The analyst also sees are other credible potential suitors for Pinnacle, such as Kraft Heinz (KHC). Goldman has Overweight ratings on all three names.
04/16/18
04/16/18
DOWNGRADE
Target $55

Underperform
Kraft Heinz downgraded two notches to Underperform at Credit Suisse
As previously reported, Credit Suisse analyst Robert Moskow downgraded Kraft Heinz to downgraded to Underperform from Outperform saying he harbors serious doubts about the management team's ability to generate sufficient product innovation to grow its collection of "retro" brands in highly commoditized categories. While Kraft Heinz stock has devalued considerably since the start of the year, the analyst believes it will head lower still as consensus sales and EBITDA estimates revise down. Moskow also lowered his price target on the stock to $55 from $77.
04/16/18
FBCO
04/16/18
DOWNGRADE
FBCO
Underperform
Kraft Heinz downgraded to Underperform from Outperform at Credit Suisse
04/03/18
PIPR
04/03/18
NO CHANGE
Target $75
PIPR
Overweight
Kraft Heinz price target lowered to $75 from $88 at Piper Jaffray
Piper Jaffray analyst Michael Lavery lowered his price target for Kraft Heinz to $75 to reflect a more conservative multiple. The analyst, however, believes that the execution of a deal could drive upside to the stock. He expects Kraft Heinz to pursue further consolidation in packaged food, which he thinks will be accretive and positive for the shares. Lavery keeps an Overweight rating on Kraft.
HCC Warrior Met Coal
$24.00

0.82 (3.54%)

02/26/18
RBCM
02/26/18
NO CHANGE
Target $33
RBCM
Sector Perform
Warrior Met Coal price target raised to $33 from $25 at RBC Capital
RBC Capital analyst Sam Crittenden raised his price target on Warrior Met Coal to $33 after his site tour, stating that the company is well positioned to profit from higher metallurgical coal prices as operations have room to grow over the next few years. Crittenden adds that the company is well positioned to generate "strong" free cash flows and is positive on its plans to return excess cash to shareholders. The analyst keeps his Sector Perform rating on Warrior Met Coal based on its expected EBITDA multiple trading in line with peers.
02/22/18
SBSH
02/22/18
UPGRADE
Target $33
SBSH
Buy
Warrior Met Coal upgraded to Buy from Neutral at Citi
Citi analyst Alexander Hacking upgraded Warrior Met Coal to Buy and raised his price target for the shares to $33 from $23. The analyst views the company's 2018 guidance as conservative and notes his firm's global commodity team just raised their met coal prices forecasts. He expects the company's free cash flow to be directed towards shareholder returns.
04/13/18
BMOC
04/13/18
NO CHANGE
Target $32
BMOC
Outperform
Warrior Met Coal price target lowered to $32 from $39 at BMO Capital
BMO Capital analyst David Gagliano lowered his price target on Warrior Met Coal to $32, citing his adjustment post payment of the company's special dividend as the stock began trading ex-dividend today. The analyst notes that this payout brings the total special dividend payment to a 60% yield in the past 5 months, adding that it is a "a prudent" approach to returning capital to shareholders that do not overextend the balance sheet or expose the company during periods of high prices. Gagliano keeps his Outperform rating on Warrior Met Coal.
02/15/18
BMOC
02/15/18
NO CHANGE
Target $39
BMOC
Outperform
Warrior Met Coal price target raised to $39 from $34 at BMO Capital
BMO Capital analyst David Gagliano raised his price target on Warrior Met Coal to $39 after Q4 earnings topped consensus while the company's FY18 operating targets were above estimates. Gagliano keeps his Outperform rating, noting that the company is undervalued based on its underappreciated free cash flow, organic growth potential, and clean balance sheet.
BZH Beazer Homes
$15.38

0.13 (0.85%)

02/13/18
02/13/18
UPGRADE
Target $22

Outperform
Beazer Homes upgraded to Outperform at Wedbush
As previously reported, Wedbush analyst Jay McCanless upgraded Beazer Homes to Outperform from Neutral with a $22 price target. Noting the stock price has declined about 17% year to date, the analyst argues that the magnitude of this decline is overdone since demand is rising for Beazer Homes' core entry-level product, and the company has essentially achieved its longer-term growth targets.
02/13/18
WEDB
02/13/18
UPGRADE
WEDB
Outperform
Beazer Homes upgraded to Outperform from Neutral at Wedbush
02/12/18
02/12/18
UPGRADE

Market Perform
Beazer Homes upgraded to Market Perform at JMP Securities
As previously reported, JMP Securities analyst Peter Martin upgraded Beazer Homes to Market Perform from Underperform, as he sees limited upside due to leverage and the company's land, labor, and material cost headwinds. Martin maintained his FY18 and FY19 estimates for Beazer, saying he believes the Orlando Gathering project will experience lower than average absorptions following two recent visits to the community.
02/12/18
JMPS
02/12/18
UPGRADE
JMPS
Market Perform
Beazer Homes upgraded to Market Perform from Underperform at JMP Securities
MET MetLife
$45.00

-2.29 (-4.84%)

03/26/18
03/26/18
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. Intel (INTC) and Analog Devices (ADI) upgraded to Outperform from Market Perform at Raymond James. 2. D.R. Horton (DHI) upgraded to Overweight from Equal Weight at Barclays with analyst Matthew Bouley saying he sees the company as well positioned to absorb volume demand while maintaining gross margins. 3. RBS (RBS) upgraded to Buy from Hold at Deutsche Bank with the firm saying the recent underperformance of shares has brought an attractive entry point. 4. MetLife (MET) upgraded to Overweight from Neutral at Atlantic Equities. 5. Dollar Tree (DLTR) upgraded to Overweight from Neutral at Piper Jaffray with analyst Peter Keith saying he believes the company is making "sensible investments" with Family Dollar to drive comp growth improvement into 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.
04/25/18
FBCO
04/25/18
INITIATION
Target $67
FBCO
Outperform
MetLife initiated with an Outperform at Credit Suisse
Credit Suisse analyst Andrew Kligerman started MetLife with an Outperform rating and $67 price target as he believes its low valuation appears not to reflect the less equity-sensitive nature of its strong remaining businesses and likely a 12% ROE by 2020, supported by organic growth, capital management, and sizable cost savings.
03/26/18
ATLE
03/26/18
UPGRADE
ATLE
Overweight
MetLife upgraded to Overweight from Neutral at Atlantic Equities
03/26/18
BOFA
03/26/18
INITIATION
Target $50
BOFA
Neutral
MetLife reinstated with a Neutral at BofA/Merrill
BofA/Merrill analyst Jay Cohen reinstated coverage of the U.S. Life insurance sector with a positive view, as he believes that the favorable macro backdrop, shifting product mixes, reasonable market conditions and restructuring should support solid performance for many in the sector. As part of that, he started MetLife with a Neutral rating and $50 price target.
DATA Tableau
$85.23

0.43 (0.51%)

04/11/18
MONN
04/11/18
INITIATION
MONN
Neutral
Tableau initiated with a Neutral at Monness Crespi
Monness Crespi initiated Tableau with a Neutral rating.
02/14/18
UBSW
02/14/18
NO CHANGE
Target $108
UBSW
Buy
Tableau 2018 guidance looks conservative, says UBS
UBS analyst Jennifer Swanson Lowe noted Tableau guided 2018 revenues ahead of consensus, but she feels even the raised numbers look conservative and have the potential to move meaningfully higher. Lowe reiterated her Buy rating and $108 price target on Tableau shares.
02/08/18
BERN
02/08/18
NO CHANGE
Target $107
BERN
Outperform
Tableau guidance 'extremely' conservative, says Bernstein
Bernstein analyst Zane Chrane believes Tableau management has guided "extremely conservatively" for FY18 revenue, likely due to set up the new CFO for several quarters of "beat and raise", and to allow management to increase guidance for the ratable mix of license bookings without having to lower revenue guidance. It also appears that new business would have to decline 5% or more in FY18 for the company to fall short of the midpoint of revenue guidance, he contends. Furthermore, Chrane believes Tableau has been "overly penalized" with recent market volatility, now having given up all of stock's the post-Q4 gains. He reiterates an Outperform rating and $107 price target on the shares.
02/02/18
02/02/18
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. MasterCard (MA) upgraded to Buy from Hold at Argus with analyst Stephen Biggar saying the stock should trade above its historical average earnings multiple, with effective tax rate of 20% seen below 27% in 2017 as well as continued strong purchase volumes and growth in cross-border volumes and processed transactions. 2. Tableau (DATA) upgraded to Hold from Sell at Maxim with analyst Nehal Chokshi citing normalized bookings accelerating to 26% growth in the fourth quarter and sees normalized sales productivity stabilizing at about a 33% level. 3. Mondelez (MDLZ) upgraded to Buy from Hold at Societe Generale with analyst Warren Ackerman saying fourth quarter results were "solid" as emerging markets are rebounding strongly and the worst is over in North America. 4. Huntington Ingalls (HII) upgraded to Outperform from Market Perform at Cowen with analyst Gautam Khanna saying the shares are "excessively discounted" relative to the large cap defense peer average. 5. Sherwin-Williams (SHW) upgraded to Buy from Neutral at Seaport Global with analyst Michael Harrison saying the Valspar deal adds another layer of potential growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
EZPW Ezcorp
$14.00

0.3 (2.19%)

09/07/17
WEDB
09/07/17
NO CHANGE
WEDB
Damage from Hurricane Irma incremental to Harvey impact, says Wedbush
Wedbush analyst Henry Coffey says that while the exposure to Florida for companies in his coverage remains limited as most maintain a diversified and national loan portfolio, any damage or fallout from Hurricane Irma is incremental to the impact of Hurricane Harvey. For the credit card lenders in his coverage universe, exposure to Florida runs from 6.2% of credit card loans for Capital One (COF) and Discover (DFS) to 8.1% of credit card and related loans for Synchrony (SYF). Coffey anticipates an uptick in delinquencies in the coming months in these markets, especially when also considering the previous impact of Hurricane Harvey. Meanwhile, the analyst points out that the Texas market is critical for the branch based lenders and pawn shop industry, but these companies are less exposed to the Florida market. Ezcorp (EZPW) maintains roughly 12.5% of its locations within the state while First Cash Financial (FCFS) and OneMain Holdings (OMF) have just 3.7% and 3.2% of their branches in Florida.
08/10/17
SIDC
08/10/17
INITIATION
SIDC
Neutral
Ezcorp initiated with a Neutral at Sidoti
08/04/17
JEFF
08/04/17
UPGRADE
Target $10.5
JEFF
Buy
Ezcorp upgraded to Buy from Hold at Jefferies
Jefferies analyst John Hecht upgraded Ezcorp to Buy saying the business model "migrated to a more straightforward model with substantially lower Risk." He views the company's fundamentals as solid and the valuation as attractive. The analyst keeps a $10.50 price target for the shares, which represents nearly 25% upside.
CXW CoreCivic
$20.49

0.045 (0.22%)

01/22/18
01/22/18
NO CHANGE

CoreCivic acquires Capital Commerce Center in Tallahassee, Florida
CoreCivic announced that it has acquired the 260,867-square foot Capital Commerce Center, located in Tallahassee, Florida. Capital Commerce Center is 98% leased, and 87% leased to the State of Florida on behalf of the Florida Department of Business and Professional Regulation. DBPR has occupied their space in the property since March 1, 2016 and has recently completed a ten year lease extension that will commence upon the completion of nearly $6 million in new building improvements. The lease with DBPR at the Capital Commerce Center is backed by the financial strength of the State of Florida, which has a AAA credit rating from S&P.
11/30/17
DBAB
11/30/17
NO CHANGE
Target $35
DBAB
Buy
CoreCivic should rally 2% on Kansas win, says Deutsche Bank
Deutsche Bank analyst Kevin McVeigh believes CoreCivic shares should rally 2% on news that the Kansas Department of Corrections has awarded the company a contract to build a replacement for the 2,4000 bed Lansing facility. The win is worth $294M over 20 years with an annual payment starting at $15M, McVeigh tells investors in a research note. He sees the news as a positive for the stock that should benefit CoreCivic longer term. The analyst has a Buy rating on the shares with a $35 price target. CoreCivic in afternoon trading is up 33c, or 1.4%, to $23.68.
05/19/17
ADAM
05/19/17
NO CHANGE
Target $36
ADAM
Buy
CoreCivic weakness a buying opportunity, says Canaccord
Canaccord analyst Michael Kodesch noted CoreCivic was under pressure this week with the unwinding of the Trump trade and also amidst concerns about the stability of the base business. The analyst met with management, who struck a positive tone. He sees minimal risks to operational contracts and thus limited risk to estimates. Kodesch would use the weakness a buying opportunity and he reiterated his Buy rating and $36 price target on CoreCivic shares.
LOPE Grand Canyon
$102.98

1.13 (1.11%)

11/02/17
BARD
11/02/17
NO CHANGE
Target $95
BARD
Outperform
Grand Canyon price target raised to $95 from $85 at Baird
Baird analyst Jeffrey Meuler raised his price target on Grand Canyon Education to $95 from $85 but he recommended a more disciplined approach to buying at current levels. The analyst noted the company continues to consider the potential of a strategic transaction to convert to a not-for-profit university and to a for-profit servicer company. Mueler reiterated his Outperform rating on Grand Canyon Education shares, also citing its strong enrollment growth and margin performance.
11/02/17
BRRR
11/02/17
NO CHANGE
Target $103
BRRR
Outperform
Grand Canyon target raised to $103 after Q3 results at Barrington
Barrington analyst Alexander Paris raised his price target for Grand Canyon Education to $103 from $98 after the company reported better than expected Q3 results and increased its guidance. The analyst believes the stock's premium valuation is warranted and he reiterates an Outperform rating on the name.
02/22/18
PIPR
02/22/18
NO CHANGE
Target $114
PIPR
Overweight
Grand Canyon price target raised to $114 from $102 at Piper Jaffray
Piper Jaffray analyst Peter Appert raised his price target for Grand Canyon Education to $114 and keeps an Overweight rating on the name following the company's Q4 results. Continued strong operating momentum with an upward bias in estimates and "sharply improving" free cash flow justify a "meaningful" valuation premium to education peers, Appert tells investors in a research note. Further, he believes Grand Canyon's proposed restructuring provides optionality to a higher valuation based on the potential for higher margins and long-term growth.
04/11/18
BMOC
04/11/18
NO CHANGE
Target $97
BMOC
Outperform
BMO Capital sees 2U as preferred pick in private education
BMO Capital analyst Jeffrey Silber raised his price target on 2U (TWOU) to $97 from $87 and kept his Outperform rating as part of his broader note on publicly traded private education companies, saying 2U is his "favorite growth name" in the space given its accelerating pace of new partnerships and expansion to the U.K markets. The analyst also raised his price target on Chegg (CHGG) to $26 from $20, noting that the company is maintaining "impressive" growth trends in the education technology services. Among the postsecondary education names, Silber raised his price target on Strayer (STRA) to $107 from $95 on investment in new content, Grand Canyon (LOPE) to $112 from $101 on affordable tuition/university campus focus, and Capella Education (CPLA) to $94 from $83 on graduate degree focus. In Pre-K-12 space, the analyst raised his price target on Bright Horizons (BFAM) to $107 from $98, citing "improving demographics and widespread corporate childcare benefits".
S Sprint
$5.18

-0.23 (-4.25%)

05/02/18
OPCO
05/02/18
NO CHANGE
Target $90
OPCO
Outperform
Oppenheimer sees 80% chance of regulatory approval for T-Mobile/Sprint merger
Oppenheimer analyst Timothy Horan sees an 80% chance of regulatory approval for T-Mobile (TMUS)/Sprint (S) merger given pro-consumer/investment/jobs focus that scale drives, but with concessions. The analyst reiterates an Outperform rating and $90 price target on T-Mobile shares.
05/01/18
JEFF
05/01/18
UPGRADE
Target $5.5
JEFF
Hold
Sprint upgraded to Hold from Underperform at Jefferies
Jefferies analyst Scott Goldman upgraded Sprint (S) to Hold raised his price target for the shares to $5.50 from $4.50 following the company's merger agreement with T-Mobile (TMUS). The analyst sees the deal supporting the valuation into the regulatory review.
04/30/18
MSCO
04/30/18
NO CHANGE
MSCO
Morgan Stanley discusses T-Mobile deal implications for competitors, towers
After T-Mobile (TMUS) and Sprint (S) announced a merger agreement, Morgan Stanley analyst Simon Flannery said that while the $43B in estimated synergies is "impressive," the key question is how likely is it that the companies can gain regulatory approval. On competition, he thinks the deal may contribute to a more benign competitive environment in the near-term and that AT&T (T) and Verizon (VZ) could benefit from market consolidation, though he adds that the new T-Mobile would be a formidable competitor in new areas such as 5G and fixed broadband. Flannery added that the deal will be an overhang on tower and fiber providers, noting that part of their $4B in annual network synergies involves a reduction in tower counts from 110,000 to 85,000 over time. However, the analyst said he would expect much more gear to be deployed on each tower and small cells will still expand to 50,000 from 10,000. Tower operators include American Tower (AMT), Crown Castle (CCI) and SBA Communications (SBAC), which are all lower in pre-market trading.
04/30/18
JPMS
04/30/18
NO CHANGE
JPMS
Neutral
JPMorgan sees near-term waves, long-term potential for Amdocs from Sprint deal
JPMorgan analyst Jackson Ader noted that Sprint (S) is a "much larger customer" of Amdocs (DOX) than T-Mobile is and he sees the balance of power in the combined company as a slight net negative for Amdocs. While he would expect short-term disruption to certain discretionary projects, he also notes that Amdocs has a relationship with both and "could easily come out the next 12-24 months in a better position," Ader tells investors. Though synergies is "never a good word for vendors," Ader thinks the move to a 5G network could create additional project and revenue opportunities, he added. He maintains a Neutral rating on Amdocs shares.
EXEL Exelixis
$20.62

-0.37 (-1.76%)

04/10/18
RBCM
04/10/18
NO CHANGE
RBCM
Top Pick
Exelixis selloff yesterday a buying opportunity, says RBC Capital
RBC Capital analyst Kennen MacKay attributes yesterday's late-date weakness in shares of Exelixis (EXEL) to the clinicaltrials.gov update for Roche's (RHHBY) first-line metastatic colorectal cancer maintenance study indicating that recruitment has been suspended. The study is assessing "Cotezo," a combination of Exelixis/Roche's Cotellic and Roche's Tecentriq. The analyst says his correspondence with Exelixis management highlights that this is a temporary halt on recruitment only. MacKay recommends buying Exelixis on the weakness and remains bullish on the IMblaze370 trial.
04/11/18
WBLR
04/11/18
NO CHANGE
WBLR
Outperform
William Blair an 'aggressive' buyer of Exelixis after 28% pullback
William Blair analyst Andy Hsieh says he's an "aggressive" buyer of Exelixis with the stock down 28% since the Q4 earnings call on February 28. The previously announced Merck-Eisai collaboration agreement to jointly develop and commercialize Lenvima could serve as a comp to Exelixis's cabozantinib franchise, Hsieh tells investors in a research note. Eisai ascribes a value of roughly $7.9B for the Lenvima franchise, which equates to $26.66 per share for Exelixis, the analyst writes. With Exelixis trading at $6.3B in market cap or $5.8B in enterprise value, the current valuation does not account for the full potential of the cabozantinib franchise and does not include Cotellic, which is in three Phase III studies and being investigated in four oncology indications, Hsieh argues. He keeps an Outperform rating on the shares and believes the Merck-Eisai Deal highlights a "significant valuation disconnect."
02/27/18
OPCO
02/27/18
UPGRADE
Target $40
OPCO
Outperform
Exelixis upgraded to Outperform with $40 target at Oppenheimer
Oppenheimer analyst Leah Rush Cann upgraded Exelixis to Outperform from Perform with a $40 price target. The analyst is now applying a valuation methodology for profitable companies to Exelixis, since the company turned profitable for the full-year 2017. She expects Exelixis will continue to develop its commercial drugs, Cabometyx and Cometriq, while its partner Genentech will continue to develop Cotellic. Cann views the company's Q4 results as "strong."
02/27/18
02/27/18
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. Stryker (SYK) upgraded to Neutral from Sell at Citi by analyst Amit Hazan, who believes supply issues at Zimmer Biomet (ZBH) could drive share gains for Stryker. 2. Chipotle (CMG) upgraded to Outperform from Neutral at Baird by analyst David Tarantino, who cited its new CEO and the potential for the company to demonstrate better sales/traffic momentum over the next 12-24 months. He believes it will support investor sentiment given the opportunity for the company to deliver strong earnings power if unit volumes begin to recover. 3. Itron (ITRI) upgraded to Buy from Hold at Cannacord Genuity by analyst Chip Moore, who said he has increased conviction in the company's forward earnings power and finds current share levels a "very compelling" entry point. He notes the stock is down 10% since the SilverSpring Networks deal announcement back in September. Moore's views the combination as compelling and has increased confidence in cost saving potential post close. 4. Winnebago (WGO) upgraded to Outperform from Market Perform at BMO Capital by analyst Gerrick Johnson, who said that the RV market growth -- currently in its 9th year -- will continue at a 10% pace, adding that the company's growth can outgain the competition because of its "operating improvement, enhanced product offering, and emerging trade-up cycle from first time buyers." The analyst also noted that Winnebago will benefit from lower corporate taxes while its stock trades at "significant" valuation discount. 5. Exelixis (EXEL) upgraded to Outperform from Perform at Oppenheimer by analyst Leah Rush Cann. The analyst is now applying a valuation methodology for profitable companies to Exelixis, since the company turned profitable for the full-year 2017. She expects Exelixis will continue to develop its commercial drugs, Cabometyx and Cometriq, while its partner Genentech (RHHBY) will continue to develop Cotellic. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TUSK Mammoth Energy
$32.68

0.43 (1.33%)

04/11/18
TUDR
04/11/18
DOWNGRADE
TUDR
Hold
Mammoth Energy downgraded to Hold from Buy at Tudor Pickering
04/06/18
SPHN
04/06/18
NO CHANGE
Target $40
SPHN
Overweight
Mammoth Energy price target raised to $40 from $36 at Stephens
Stephens analyst Tommy Moll increased his price target on Mammoth Energy shares to $40 from $36, stating that its management team has consistently proven the ability to acquire assets at a low basis and quickly scale platforms. He maintains an Overweight rating on Mammoth Energy, which he sees offering investors differentiated exposure given its diverse portfolio of energy services businesses.
02/28/18
JRCO
02/28/18
UPGRADE
JRCO
Buy
Mammoth Energy upgraded to Buy from Accumulate at Johnson Rice
Johnson Rice analyst Daniel Burke upgraded Mammoth Energy to Buy following the latest addition to its Puerto Rico electrical restoration contract of $500M. Burke said the cash flows the company is generating on this contract are dramatic, providing an avenue for future growth that he thinks is underestimated in share valuation.
02/27/18
LEHM
02/27/18
UPGRADE
Target $30
LEHM
Overweight
Mammoth Energy upgraded to Overweight from Equal Weight at Barclays
Barclays analyst J. David Anderson upgraded Mammoth Energy Services (TUSK) to Overweight and raised his price target for the shares to $30 from $19. The analyst is impressed by the company's integrated pressure pumping growth and sand capacity expansion. He also believes a potential liquidity event by 25% owner Gulfport Energy (GPOR) could be a positive for the stock.
SPOT Spotify
$170.00

5.02 (3.04%)

05/01/18
05/01/18
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. Apple (AAPL) initiated with a Buy at DA Davidson. 2. Spotify (SPOT) initiated with a Neutral at Buckingham. 3. Ares Management (ARES) initiated with an Outperform at Oppenheimer. 4. GTT Communications (GTT) initiated with an Outperform at Raymond James. 5. Electronic Arts (EA) was initiated with an Overweight at JPMorgan while Activision Blizzard (ATVI) was initiated with a Neutral. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
05/01/18
BUCK
05/01/18
INITIATION
Target $175
BUCK
Neutral
Spotify initiated with a Neutral at Buckingham
As reported earlier, Buckingham analyst Matthew Harrigan initiated Spotify with a Neutral rating and a price target of $175. The analyst cites the company's premium and "freemium" streaming product as key drivers of renewed music industry growth, but calls for Spotify to generate more leverage in its "frenemy" partnerships with music labels by gaining share by expanding its relationship with both consumers and artists. Harrigan adds that in order for the stock to work, its growth rates in global streaming music needs to be above consensus through mid-2020s.
05/02/18
RHCO
05/02/18
INITIATION
Target $200
RHCO
Buy
Spotify initiated with a Buy at SunTrust
SunTrust analyst Matthew Thornton initated Spotify with a Buy rating and a price target of $200, citing the company's position of a leader in a "large secular growth story of streaming music with a valuable subscription-centric model". The analyst further believes that Spotify 's immediate total addressable market opportunity is at $30B in subscriptions and $28B in advertising while remaining well underpenetrated, with under 9% installed Spotify apps across 1.8B global smartphone devices.
05/02/18
05/02/18
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. Alcoa (AA) initiated with a Buy at Jefferies. 2. Spotify (SPOT) initiated with a Buy at SunTrust. 3. Skyworks (SWKS) initiated with an Outperform at Baird. 4. Mallinckrodt (MNK) initiated with a Neutral at B. Riley FBR. 5. CatchMark Timber (CTT) initiated with a Sector Perform at RBC Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
CRUS Cirrus Logic
$38.40

0.52 (1.37%)

04/30/18
CHLM
04/30/18
UPGRADE
Target $43
CHLM
Buy
Cirrus Logic upgraded to Buy from Hold at Craig-Hallum
Craig-Hallum analyst Anthony Stoss upgraded Cirrus Logic (CRUS) to Buy from Hold, as he believes Apple (AAPL) headwinds are already priced into the stock and a relief rally is likely following the company's upcoming earnings this Wednesday. Following Knowles' (KN) roughly in line results and guidance, its shares rallied over 15% and Stoss thinks a similar dynamic is possible for Cirrus, he tells investors. However, after lowering his estimates, he trimmed his price target on Cirrus shares to $43 from $44.
04/30/18
04/30/18
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. Altria Group (MO) upgraded to Outperform from Sector Perform at RBC Capital with analyst Nik Modi saying while his concerns around the macro backdrop and fundamentals persist, the current valuation of 13-times forward PE is attractive relative to the broader Consumer Packaged Goods category given the company's potential catalysts of more dividend increases tracking higher interest rates and the FDA approval process for IQOS electronic cigarettes. 2. Aaron's (AAN) upgraded to Buy from Hold at Loop Capital with analyst Anthony Chukumba saying he remains "impressed" by Progressive's revenue growth and thinks the unit will benefit from Rent-A-Center's (RCII) "ongoing struggles." 3. Cirrus Logic (CRUS) upgraded to Buy from Hold at Craig-Hallum with analyst Anthony Stoss saying he believes Apple (AAPL) headwinds are already priced into the stock and a relief rally is likely following the company's upcoming earnings this Wednesday. 4. Ventas (VTR) upgraded to Market Perform from Underperform at BMO Capital with John Kim citing a more attractive valuation after the stock price came down another 19% in 2018. 5. New York Times (NYT) upgraded to Overweight from Neutral at JPMorgan with analyst Alexia Quadrani saying she believes digital demand will likely drive further "outsized growth" for New York Times. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/02/18
KEYB
05/02/18
NO CHANGE
KEYB
Apple better than feared results slightly positive for supply chain, says KeyBanc
KeyBanc analyst John Vinh views Apple's (AAPL) better than feared results as slightly positive for its supply chain companies Broadcom (AVGO), Cirrus Logic (CRUS), Qorvo (QRVO), Skyworks (SWKS), and Synaptics (SYNA). However, given the increased inventories, the analyst still sees risk to forward guidance but views risk/reward as more balanced ahead of earnings given lowered expectations. Vihn recommends investors continue to own Broadcom, Skyworks, and Synaptics.
02/06/18
02/06/18
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. Radware (RDWR) downgraded to In-Line from Outperform at Imperial Capital by analyst Michael Kim, who reduced his estimates to reflect elevated uncertainty in the timing and magnitude of purchase orders, particularly from Tier 1 carriers. He sees limited downside from current share levels, however. 2. Micron (MU) downgraded to Hold from Buy at Summit Insights. Micron was upgraded to Strong Buy at Needham and to Overweight from Sector Weight at KeyBanc. 3. Exxon Mobil (XOM) downgraded to Underweight from Overweight at Barclays by analyst Paul Cheng, who recommended investors shift from Exxon Mobil to Chevron (CVX), a stock he upgraded this morning to Overweight. Exxon may not be able to maintain its historical valuation premium, Cheng tells investors in a research note. He thinks the company's valuation still reflects "rich historical norms," while the upstream's underlying fundamentals "appear to have suffered a structural deterioration." 4. Cirrus Logic (CRUS) downgraded to Hold from Buy Needham. 5. Catalent (CTLT) downgraded to Equal Weight from Overweight at Stephens by analyst Drew Jones, who believes there to be some conservatism in its guidance. However, he sees the potential for outperformance as less significant than in the past. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
SQ Square
$48.69

0.48 (1.00%)

04/25/18
TIGR
04/25/18
NO CHANGE
TIGR
Buy
Square recent pullback a buying opportunity, says Tigress Financial
Tigress Financial analyst Ivan Feinseth reiterates a Buy rating on Square and views the recent pullback as a buying opportunity. The analyst argues that Square's "strong" product performance and customer retention rate continues to drive accelerating Business Performance, and the company continues to benefit from strength in its core payment business and its operating leverage. Additionally, Feinseth points out that Square's ongoing focus on automation and integration continues to drive its growing customer base as it offers services that go beyond just the payment. Overall, the analyst believes further upside in the shares exists from current levels.
04/27/18
JPMS
04/27/18
NO CHANGE
JPMS
Neutral
Square acquisition increases Wix's competitive landscape, says JPMorgan
Square's (SQ) acquisition of Weebly for $365M increases the competitive landscape for Wix.com (WIX), JPMorgan analyst Sterling Auty tells investors in a research note. The analyst sees Square's goal as bringing its solution together with the website building and presence capabilities of Weebly to offer a more complete omni-channel platform for companies. He notes, however, that just because Square is entering the market does not guarantee success. Auty keeps a Neutral rating on Wix shares.
04/18/18
NOMU
04/18/18
NO CHANGE
Target $65
NOMU
Buy
Nomura Instinet ups Square price target to $65 on bitcoin boost
Nomura Instinet analyst Dan Dolev raised his price target for Square (SQ) shares to $65 from $64 saying the impact from bitcoin could be meaningful. The stock closed yesterday up $2.10 to $49.13. Opening Square Cash for bitcoin trading earlier this year could drive a "sizable boost" to revenue and profits, driving up to 10% potential upside to adjusted EBITDA guidance, Dolev tells investors in a research note. He sees bitcoin as helping to offset Square's rising investment costs to broaden its international presence. In asking if bitcoin will reshape the future of payments as Square CEO Jack Dorsey often argues, or if it will just be a passing fad, Dolev points out that the company's correlation with the cryptocurrency has been on a downward trend. Square shares are now less correlated with bitcoin than PayPal (PYPL), the payment networks or Alphabet (GOOG, GOOGL), Dolev contends. He maintains a Buy rating on Square.
04/03/18
BUCK
04/03/18
NO CHANGE
Target $55
BUCK
Buy
Square price target raised to $55 from $52 at Buckingham
Buckingham analyst Chris Brendler raised his price target on Square to $55 and kept his Buy rating, saying that his closer review of the company's Q4 results suggests a rising momentum across its core business and an expanding total addressable market. The analyst further anticipates Square to reinvest its earnings upside in more growth opportunities, while noting that the recent pullback in the stock price presents investors with a buying opportunity.
FIT Fitbit
$5.49

-0.01 (-0.18%)

05/01/18
MSCO
05/01/18
NO CHANGE
Target $4
MSCO
Underweight
Fitbit Q1 results likely to be light, says Morgan Stanley
Morgan Stanley analyst Yuuji Anderson said his channel checks found inventory drawdown of Fitbit (FIT) products in-line with typical seasonality, but he noticed limited restocking of Charge 2 and the Alta HR at many retail locations. He thinks the market is prepared for a slight miss to Q1 estimates, but faster declines in legacy products will jeopardize management's FY18 revenue target. He thinks it will become increasingly apparent as the year progress that revenues won't stabilize and cash burn will resume, Anderson tells investors. The analyst, who said the Google (GOOGL) collaboration "does not point to acquisition potential," keeps an Underweight rating and $4 price target on Fitbit shares.
04/30/18
DADA
04/30/18
INITIATION
DADA
Neutral
Fitbit initiated with a Neutral at DA Davidson
04/30/18
DADA
04/30/18
INITIATION
Target $5.5
DADA
Neutral
Fitbit initiated with a Neutral at DA Davidson
As reported earlier, DA Davidson analyst Tom Forte initiated Fitbit (FIT) with a Neutral rating and a price target of $5.50. The analyst believes that the company is in the early stages of transitioning its business model to one of recurring revenue streams and sees its strong brand name and large addressable market as advantages, but still expects Fitbit's revenues to contract at a 2.9% annualized rate for the next 3 years. Forte adds that Fitbit shares trade at a discount relative to peers, while its Ionic and Versa smartwatch devices enjoy a 4.0 star rating on Amazon (AMZN).
05/01/18
ROTH
05/01/18
NO CHANGE
Target $8
ROTH
Buy
Google provides validation to Fitbit digital therapeutics thesis, says Roth Capital
Roth Capital analyst Scott Searle notes that Fitbit (FIT) announced a Google (GOOG; GOOGL) relationship that begins with costs and scale and extends to collaboration and innovation around wearables and its resulting data. The analyst believes Google adds performance and efficiencies as well validates Fitbit's emerging digital therapeutics presence. Searle reiterates a Buy rating and $8 price target on Fitbit's shares.
HOLX Hologic
$39.69

0.05 (0.13%)

03/28/18
PIPR
03/28/18
NO CHANGE
Target $49
PIPR
Overweight
Hologic's CynoSure remains work in progress, says Piper Jaffray
Piper Jaffray analyst William Quirk says CynoSure lasers available for sale on eBbay (EBAY) increased in the March edition of his firm's online laser dataset. This suggests there Hologic still has work to do on the sales side to better educate current customers about the product in order to avoid newer lasers hitting the secondary market, Quirk tells investors in a research note. While more newer lasers available for sale on eBay suggests CynoSure "remains a work in process," shares of Hologic are attractive on the recent pullback, the analyst adds. He believes the company's Diagnostics and Breast Health units are driving near-term growth. Quirk keeps an Overweight rating on Hologic with a $49 price target.
03/26/18
GSCO
03/26/18
DOWNGRADE
Target $43
GSCO
Buy
Hologic downgraded to Buy from Conviction Buy at Goldman Sachs
Goldman Sachs analyst Isaac Ro removed Hologic from the firm's Conviction Buy list and lowered his price target on the shares to $43, stating that he sees a lack of near-term catalysts. No material news was presented at the American Academy of Dermatology meeting in late February and he expects no significant news at the American Society for Laser Medicine and Surgery meeting in April, Ro tells investors.
04/17/18
GSCO
04/17/18
NO CHANGE
Target $43
GSCO
Buy
Goldman says Hologic SculpSure win positive despite small financial impact
Goldman Sachs analyst Isaac Ro believes the financial impact of LightRx Face & Body's partnership for the SculptSure platform will be "de minimus" to total Hologic revenues, but he still views the news as a positive given the struggles in Cynosure's business since the acquisition of the company. Ro maintains a Buy rating and $43 price target on Hologic shares.
04/17/18
EVER
04/17/18
NO CHANGE
Target $42.5
EVER
Outperform
Hologic deal with LightRx a 'big win,' says Evercore ISI
Evercore ISI analyst Vijay Kumar called LightRx Face & Body signing an agreement to provide SculpSure for body contouring a "big win" for Hologic, as he believes it negates the thesis that Cynosure's products are not competitive. Given sentiment on Hologic being "at an all-time low," Kumar expects the stock to react positively to this announcement. The analyst, who estimates that LightRx could be a roughly $14 M revenue opportunity, keeps an Outperform rating on Hologic shares.
CERN Cerner
$57.96

-0.84 (-1.43%)

04/23/18
SBSH
04/23/18
UPGRADE
Target $71
SBSH
Buy
Citi upgrades Cerner to Buy on government EHR opportunity
Citi analyst Stephanie Demko upgraded Cerner (CERN) to Buy from Neutral with an unchanged price target of $71. The Department of Defense and Veterans Affairs are embarking on electronic health records upgrade projects worth greater than $14B, which is good for both Cerner and Leidos Holdings (LDOS), Demko tells investors in a research note. The analyst raised her price target for Leidos to $80 from $75 and keeps a Buy rating on the shares. Demko says contract delays at Veterans Affairs are an unfortunate, but normal, part of the government process. She believes both companies will address the critical needs facing the government.
04/26/18
PIPR
04/26/18
NO CHANGE
Target $70
PIPR
Overweight
Cerner risk/reward into Q1 'less than favorable,' says Piper Jaffray
Piper Jaffray analyst Sean Wieland believes it remains highly likely Cerner signs the Veterans Affairs contract, especially given the news the VA has budgeted $1.2B in fiscal 2019 for the project. However, the process to get the deal signed has "gotten murkier" in light of the postponement of Ronny Jackson's confirmation hearing, Wieland tells investors in a research note. As such, the analyst views the stock's risk/reward into Q1 earnings as "less than favorable," and recommends "treading lightly" into the quarter given the risk posed by the delayed signing. Wieland keeps an Overweight rating on Cerner with a $70 price target.
04/26/18
LEER
04/26/18
NO CHANGE
LEER
Market Perform
Jackson withdrawal another setback for Cerner, says Leerink
Leerink analyst David Larsen said Ronny Jackson's withdrawal of his nomination to be Veterans Affairs secretary is another setback for Cerner in its attempt to finalize its $10B VA contract. He is incrementally more cautious on the stock in the near-term as he thinks the continued delays in the contract increase the chances that Cerner may need to re-visit its 2018 guidance, Larsen tells investors. He keeps a Market Perform rating on Cerner ahead of the company's upcoming earnings report.
04/30/18
CANT
04/30/18
NO CHANGE
Target $80
CANT
Overweight
Cantor expects Cerner to ultimately win VA contract
Politico Pro reported yesterday that a friend of a President Trump confidant may have been the root cause of the Veterans Affairs contract delay, Cantor Fitzgerald analyst Steven Halper tells investors in a research note. The report indicates that Dr. Bruce Moskowitz, an internist who is a physician at a Tenet Healthcare (THC) facility, complained about performance issues of the Cerner software. Cerner has been aware of the issues and they have been addressed accordingly, Halper adds. He maintains his view that the VA contract will ultimately be signed and serve as a positive catalyst for Cerner shares. The analyst keeps an Overweight rating on the name with an $80 price target.
AIG AIG
$54.86

-1.445 (-2.57%)

04/27/18
BUCK
04/27/18
UPGRADE
BUCK
Neutral
AIG upgraded to Neutral from Underperform at Buckingham
02/09/18
BOFA
02/09/18
UPGRADE
BOFA
Buy
AIG upgraded to Buy from Neutral at BofA/Merrill
01/22/18
KBWI
01/22/18
DOWNGRADE
KBWI
Market Perform
Validus downgraded to Market Perform from Outperform at Keefe Bruyette
Keefe Bruyette analyst Meyer Shields downgraded Validus (VR) following the takeover by AIG (AIG).
02/09/18
02/09/18
UPGRADE
Target $70

Buy
AIG upgraded to Buy following Q4 report, share pullback at BofA/Merrill
As previously reported, BofA/Merrill upgraded AIG to Buy from Neutral and raised its price target to $70 from $65. Analyst Jay Cohen said the Q4 report was encouraging, especially in the US commercial insurance segment, and expects cleaner earnings in 2018 and 2019. The analyst modestly raised estimates and views the recent pullback with the market as a buying opportunity.
FEYE FireEye
$18.56

0.17 (0.92%)

02/09/18
SUSQ
02/09/18
UPGRADE
SUSQ
Positive
FireEye upgraded to Positive from Neutral at Susquehanna
03/28/18
MSCO
03/28/18
NO CHANGE
Target $21
MSCO
Overweight
FireEye has 'more room to run,' says Morgan Stanley
Morgan Stanley analyst Melissa Franchi said FireEye's strengthened product portfolio, simplified marketing message, greater channel contribution and durable renewal base give her greater conviction in the achievability, and room for upside, in the company's outlook for 12% billings and free cash flow growth through FY22. Given her greater confidence, and her view that its multiple has room to move higher, Franchi raised her price target on FireEye to $21 from $19 and keeps an Overweight rating on the shares.
01/24/18
SPHN
01/24/18
NO CHANGE
Target $22
SPHN
Overweight
FireEye checks suggest at least in-line results, says Stephens
Stephens analyst Johnathan Ruykhaver said his checks in Q4 on FireEye continued the trend of sequentially stronger partner feedback throughout FY17, leading him to believe FireEye can report results at least in-line with expectations. He maintains an Overweight rating and $22 price target on FireEye shares.
03/02/18
FANA
03/02/18
UPGRADE
Target $20
FANA
Overweight
FireEye upgraded to Overweight from Equal-Weight at First Analysis
First Analysis analyst Howard Smith upgraded FireEye to Overweight and raised his price target for the shares to $20 from $17. The company's "differentiated offering" is now being packaged in a "simpler and more compelling way," Smith tells investors in a research note. The analyst expects "accelerating growth and substantially improved profitability" to benefit shareholders.
TSLA Tesla
$301.22

1.63 (0.54%)

04/19/18
UBSW
04/19/18
NO CHANGE
Target $195
UBSW
Sell
Tesla production changes raises caution, says UBS
UBS analyst Colin Langan noted Tesla is making changes to its automated line and said at this late stage it is concerning and raises questions about the viability of its production targets. He remains cautious about its ramp up of the Model 3, which is expected to be the main driver of profits and cash flow. Langan reiterated his Sell rating and $195 price target on Tesla shares.
05/02/18
VERF
05/02/18
NO CHANGE
VERF
Sell
Tesla structural margin weakness likely a recurring theme, says Vertical Group
04/30/18
JEFF
04/30/18
NO CHANGE
Target $250
JEFF
Hold
Tesla shares can go either way from here, says Jefferies
While admitting he received "flack" for his recent upgrade to Hold, Jefferies analyst Philippe Houchois says shares of Tesla can go either way from here. Stock performance depends on how credibly Tesla re-bases expectations for the Model 3 volume ramp-up, margins and capital spending, Houchois tells investors in a research note titled "From Here, It is Mostly About Demand." Most critical will be any data on new gross orders, not just net, the analyst contends. He believes that if there is underlying demand, funding and manufacturing issues, stock "multiples are again at significant risk." Houchois keeps a Hold rating on Tesla with a $250 price target.
04/18/18
MSCO
04/18/18
NO CHANGE
Target $376
MSCO
Equal Weight
Tesla the 'ultimate high-risk name in autos,' says Morgan Stanley
Morgan Stanley analyst Adam Jonas, in a note titled "Tesla's Next Move: $200 or $400?," said he sees the next three months as the most critical period in Tesla's history since the launch of the Model S six years ago, making the stock "the ultimate high-risk name in autos." Jonas estimates that the consensus view on Model 3 production reaching 5,000 per week "is somewhere around 3Q'18 or 4Q'18 at this point," but he doesn't expect a 5K/week run-rate to be achieved before late in the fourth quarter. Ahead of Tesla's upcoming Q1 earnings report, Jonas trimmed his price target on the stock to $376 from $379 and keeps an Equal Weight rating on Tesla shares.
WMB Williams
$26.16

0.22 (0.85%)

04/19/18
DBAB
04/19/18
INITIATION
Target $29
DBAB
Buy
Williams initiated with a Buy at Deutsche Bank
Deutsche Bank started Williams Companies with a Buy rating and $29 price target.
04/25/18
04/25/18
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. Spotify (SPOT) initiated with a Neutral at B. Riley FBR. 2. Broadcom (AVGO) initiated with an Overweight at Piper Jaffray. 3. Williams Partners (WPZ) and Williams (WMB) were initiated with a Buy at Seaport Global. 4. Wayfair (W) initiated with an Equal Weight at Morgan Stanley. 5 WPX Energy (WPX) initiated with an Outperform at RBC Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/25/18
GHSC
04/25/18
INITIATION
Target $28
GHSC
Buy
Williams initiated with a Buy at Seaport Global
Seaport Global analyst Bernie Colson initiated Williams (WMB) with a Buy and $28 price target saying the acquisition of Williams Partners (WPZ) units it does not already own will simplify the entity and garner a higher valuation multiple.
04/06/18
USCA
04/06/18
UPGRADE
USCA
Buy
Williams upgraded to Buy from Overeight at US Capital Advisors
HABT Habit Restaurants
$10.25

(0.00%)

12/22/17
MAXM
12/22/17
NO CHANGE
MAXM
Buy
Maxim names Dave & Buster's, Domino's and Del Taco as top 2018 restaurant picks
Maxim analyst Stephen Anderson expects the Tax Cut and Jobs Act to benefit some restaurant names more than others, calling out Habit Restaurants (HABT), Chipotle (CMG), and Zoe's Kitchen (ZOES), Dave & Buster's (PLAY), Domino's Pizza (DPZ) and Del Taco (TACO) as among those that may benefit "disproportionately" compared to sector peers. Anderson identifies Dave & Buster's, Domino's and Del Taco as his top restaurant picks for 2018 and keeps Buy ratings on all three. He also raised his price target on D&B to $97 from $84, on Domino's to $240 from $230 and on Del Taco to $20 from $19.
12/06/17
WELS
12/06/17
NO CHANGE
WELS
Tax reform-driven EPS accretion would be sizeable for restaurant sector, says Wells Fargo
Wells Fargo analyst Jeff Farmer says that small cap companies including Del Taco (TACO), Habit Restaurants (HABT), El Pollo Loco (LOCO), Shake Shack (SHAK) and Noodles & Company (NDLS) could see the largest EPS accretion tailwind from a reduced corporate tax rate, with Red Robin (RRGB), Restaurant Brands (QSR), Yum! Brands (YUM) and Bloomin' Brands (BLMN) the companies that could see the smallest tailwind. The analyst notes that recent restaurant sector rally indicates that virtually the entire sector has benefitted from anticipation of potential tax reform, with the most heavily shorted names seeing an amplified share price move.
03/01/18
SPHN
03/01/18
NO CHANGE
Target $15
SPHN
Overweight
Habit initiatives encouraging, growth potential undervalued, says Stephens
Stephens analyst Will Slabaugh attributed Habit Restaurants' report of its first negative comp sales performance after 54 consecutive quarters of positive comps to continued aggressive QSR discounting taking share from smaller fast casual brands. However, he expects Habit to introduce more attractive value platforms and thinks added media can help to recapture guests. The analyst, who also thinks Habit's unit growth potential remains undervalued, keeps his Overweight rating and $15 price target on the stock.
12/13/17
MAXM
12/13/17
INITIATION
Target $13
MAXM
Buy
Habit Restaurants initiated with a Buy at Maxim
Maxim analyst Stephen Anderson initiated Habit Restaurants with a Buy rating and a price target of $13. Anderson says he expects comps to stabilize in 2018 after a 3-year period of deceleration and for retreat in food inflation, along with decelerating labor costs, to provide some margin relief. The analyst also anticipates the passage of corporate tax reform to boost EPS by up to 25%.
ESRX Express Scripts
$74.05

-1.86 (-2.45%)

05/01/18
PIPR
05/01/18
NO CHANGE
PIPR
Overweight
Piper says Regeneron deal with Express Scripts for Praluent 'looks meaningful'
Piper Jaffray analyst Christopher Raymond said Regeneron's (REGN) agreement with Express Scripts (ESRX) to improve Praluent access and make it the exclusive PCSK9 on the latter's preferred formulary may "set a somewhat dubious precedent," but he still sees it as a smart move that can reinvigorate Praluent growth. The analyst, who would expect similar agreements with other payers and PBMs are already in the works, keeps an Overweight rating on Regeneron shares.
04/17/18
MZHO
04/17/18
NO CHANGE
MZHO
Amazon news removes 'unprecedented overhang' on drug sellers, says Mizuho
After CNBC reported yesterday afternoon that Amazon (AMZN) has decided to shelve its plan to sell and distribute pharmaceutical products, Mizuho analyst Ann Hynes said she had thought Amazon's current logistics and distribution model would not translate into healthcare. However, based on conversations with investors, she believes the magnitude of the overhang that Amazon presented for drug distributors and retail pharmacies was "unprecedented." While drug pricing is still a concern, she notes that the CNBC report removes one overhang on the drug supply chain stocks. Hynes remain a buyer of CVS Health (CVS) and Walgreens (WBA) and keeps Neutral ratings on Rite Aid (RAD) as well as on drug distributors AmerisourceBergen (ABC), Cardinal Health (CAH) and McKesson (MCK).
04/02/18
LEER
04/02/18
NO CHANGE
LEER
Possible Humana/Walmart deal transformational for U.S. seniors market, says Leerink
Leerink analyst Ana Gupte sees the possible Humana (HUM)-Walmart (WMT) deal as transformational for the U.S. Seniors market and estimates the deal value at close to $50B. The analyst also believes the deal helps Humana compete more effectively with UnitedHealth (UNH)/Optum and Aetna (AET)-CVS (CVS), while Walmart can also compete with Amazon (AMZN) that is eroding sales and likely eyeing an entry into the Prescription Rx market. Gupte expects the anti-trust scrutiny of three deals Aetna-CVS, Cigna (CI)-Express Scripts (ESRX) and Humana-Walmart by the DOJ will be more challenged under simultaneous review by the DOJ, though Walmart and Humana have the least anti-competitive issues. Humana-Walmart could catalyze a counter-offer for Cigna from Walgreens Boots Alliance (WBA) or even Amazon, or re-invigorate Walgreens-AmerisourceBergen (ABC) talks, she contends.
04/17/18
LEER
04/17/18
NO CHANGE
LEER
Amazon, Trump news positive for drug supply chain, distributors, says Leerink
Leerink analyst Ana Gupte sees the dual pronged news flow on Amazon (AMZN) being unlikely to enter the Hospital drug supply chain, and President Trump poised to give a speech on drug pricing and supply chain reform on April 26 as HHS Secretary Alex Azar solicits ideas for pricing reform as positive for both the drug supply chain across PBMs and drug distributors and biopharma manufacturers that have been roiled by fears of margin compression on both these threats. Within her coverage, the analyst views this as positive for UnitedHealth (UNH) with its Optum Rx PBM, Cigna (CI) with its deal to acquire Express Scripts (ESRX), and Aetna (AET) which has inked a deal with CVS (CVS) in part through equity, as well as Anthem (ANTM) with IngenioRx and Humana (HUM) with or without its potential Walmart (WMT) deal that has a sizable mail order operation.
DDD 3D Systems
$10.21

-0.19 (-1.83%)

02/09/18
JPMS
02/09/18
DOWNGRADE
Target $11
JPMS
Underweight
3D Systems downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Paul Coster downgraded 3D Systems to Underweight with an $11 price target.
02/09/18
JPMS
02/09/18
DOWNGRADE
Target $11
JPMS
Underweight
JPMorgan downgrades 3D Systems to Underweight after 14% year-to-date rally
JPMorgan analyst Paul Coster downgraded 3D Systems to Underweight from Neutral with the shares up 14% year-to-date. The current multiple prices in a return to growth that will prove premature, Coster tells investors in a research note. He expects 3D Systems will underperform the mean of his coverage over the next 6-12 months, but does not view the stock as a good short. The analyst keeps an $11 price target on the shares. 3D Systems closed yesterday down 50c to $9.82.
03/15/18
NEED
03/15/18
NO CHANGE
NEED
Hold
3D Systems Q4 earnings driven by Services, says Needham
Needham analyst James Ricchiuti writes that the Q4 earnings beat for 3D systems was driven by Services, particularly Healthcare, while Printer unit revenues continued to lag. Ricchiuti adds that the company has "several new products" launching this year, but a boost to its hardware system may still be several quarters away. The analyst keeps his Hold rating on 3D Systems.
11/20/17
11/20/17
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. Verizon (VZ) upgraded to Outperform from Market Perform at Wells Fargo with analyst Jennifer Fritzsche saying after dropping 16% since mid-January, "much of the bad news is behind the stock" in terms of wireless service revenue declines. 2. 3D Systems (DDD) upgraded to Neutral from Underweight at Piper Jaffray with analyst Troy Jensen saying he sees limited downside from current share levels. 3. Viacom (VIAB, VIA) upgraded to Hold from Sell at Deutsche Bank with analyst Bryan Kraft saying he sees limited room for further multiple compression. 4. Maxwell (MXWL) upgraded to Buy from Neutral at Roth Capital with analyst Craig Irwin saying he sees consensus estimates as achievable for 2018, and merger synergies with NessCap should start making a more material contribution over the next few quarters. 5. National Beverage (FIZZ) upgraded to Positive from Neutral at Susquehanna with analyst Pablo Zuanic citing his increased conviction on the sales and bottom-line upside of the company. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
WPX WPX Energy
$17.41

0.325 (1.90%)

04/09/18
04/09/18
UPGRADE

WPX Energy upgraded to Buy from Hold at National Alliance Securities
04/11/18
04/11/18
UPGRADE
Target $17

Overweight
WPX Energy upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Kashy Harrison upgraded WPX Energy to Overweight with a $17 price target. The analyst believes the recent pullback in shares creates an attractive buying opportunity in front of the company's production growth in Q2.
04/25/18
RBCM
04/25/18
INITIATION
Target $21
RBCM
Outperform
WPX Energy initiated with an Outperform at RBC Capital
RBC Capital analyst Brad Heffern initiated WPX Energy with an Outperform rating and a price target of $21. The analyst says the company has emerged as a an oil-growth-focused entity and has "top tier assets in the Delaware and Williston Basins". Heffern also points to WPX Energy being "ahead of the game" on midstream in the Permian basin.
AKAO Achaogen
$14.69

(0.00%)

02/07/18
HCWC
02/07/18
NO CHANGE
Target $31
HCWC
Buy
Achaogen price target raised to $31 from $25 at H.C. Wainwright
H.C. Wainwright analyst Ed Arce raised his price target for Achaogen (AKAO) to $31 after the FDA classified the outcome of its Q4 reinspection of Pfizer's (PFE) McPherson, Kansas facility as Voluntary Action Indicated. The news provides a clear regulatory path for approval of plazomicin out of the McPherson facility, Arce tells investors in a research note. He views the outcome as an "important risk-reducing development" that removes an overhang on Achaogen shares. The analyst keeps a Buy rating on the name.
02/14/18
WEDB
02/14/18
NO CHANGE
Target $22
WEDB
Outperform
Achaogen price target lowered to $22 from $28 at Wedbush
Wedbush analyst Robert Driscoll lowered his price target for Achaogen to $22 from $28 and trimmed his revenue estimates ahead of a likely launch in Q3, but continues to see recent share weakness as an attractive buying opportunity for patient investors. The analyst reiterates an Outperform rating on the shares as he sees a clear path to approval following the positive outcome of the FDA reinspection of plazomicin's fill facility.
04/30/18
HCWC
04/30/18
NO CHANGE
HCWC
Buy
Achaogen briefing docs contain no big surprises, says H.C. Wainwright
H.C. Wainwright analyst Ed Arce finds "no big surprises" in the briefing documents for the FDA panel meeting on plazomicin. While the panel highlights multiple confounding issues in the statistical analysis of the available clinical data as has long been anticipated, Wednesday's panel vote is likely to be positive for both indications, though not unanimous, Arce tells investors in a research note. He points out that the plazomicin approval would be reserved for use in patients who have limited or no alternative treatment options and that Achaogen seeks the bloodstream infections indication under the new Limited Population Antibacterial Drug approval pathway for use in "a limited and specific population of patients." The analyst keeps a Buy rating on the shares with a $29 price target. Achaogen in midday trading is up 5% to $13.77.
01/03/18
RHCO
01/03/18
NO CHANGE
Target $27
RHCO
Buy
Achaogen price target lowered to $27 from $31 at SunTrust
SunTrust analyst Edward Nash lowered his price target on Achaogen to $27 and kept his Buy rating. Nash says the FDA acceptance of filing for the NDA for plazomicin for the treatment of cUTI was no surprise, attributing his price target reduction to the longer pull-through for the drug with the assumption of a "more conservative launch".

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Cathay General

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Grupo Supervielle

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Corporacion America Airport

$8.37

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TSLA

Tesla

$348.37

4.3 (1.25%)

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AIV

Aimco

$44.65

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ADBE

Adobe

$239.93

4.83 (2.05%)

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IPWR

Ideal Power

$0.39

-0.1505 (-27.87%)

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SONO

Sonos

$14.14

0.17 (1.22%)

, SCVL

Shoe Carnival

$37.03

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$14.14

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Shoe Carnival

$37.03

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BGC Partners

$10.66

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Scorpio Bulkers

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Euroseas

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Nvidia

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Nordstrom

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Applied Materials

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Huazhu Group

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Square

$73.59

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Natural Grocers

$16.66

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MCF

Contango Oil & Gas

$4.50

-0.19 (-4.05%)

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Domo

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PotlatchDeltic

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Facebook

$143.86

-0.39 (-0.27%)

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ALRM

Alarm.com

$48.81

0.82 (1.71%)

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LAUR

Laureate Education

$14.45

0.3 (2.12%)

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PCG

PG&E

$17.77

-7.89 (-30.75%)

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BTC

Bitcoin

$0.00

(0.00%)

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Bitcoin

$0.00

(0.00%)

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Bitcoin

$0.00

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$0.00

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PCG

PG&E

$17.77

-7.89 (-30.75%)

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LMB

Limbach Holding

$8.31

-0.14 (-1.66%)

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