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CF

CF Industries

$40.46

1.26 (3.21%)

, MOS

Mosaic

$27.17

0.61 (2.30%)

08:46
05/15/18
05/15
08:46
05/15/18
08:46

CF Industries, Mosaic price targets raised at Stifel

Stifel analyst Vincent Anderson raised his estimates for fertilizer producers as his new "NPK Affordability Index" indicates solid capacity for fertilizer markets to absorb new supply or else higher relative prices. Anderson continues to recommend Nutrien (NTR) as his sole Buy rating in the space and maintains a $60 price target on its shares. He raised his price target on CF Industries (CF) to $43 from $37 and upped his target on Mosaic (MOS) to $32 from $28, though he keeps Hold ratings on both of those two stocks.

CF

CF Industries

$40.46

1.26 (3.21%)

MOS

Mosaic

$27.17

0.61 (2.30%)

NTR

Nutrien

$50.52

1.66 (3.40%)

  • 16

    May

  • 30

    May

  • 31

    May

CF CF Industries
$40.46

1.26 (3.21%)

03/13/18
SBSH
03/13/18
DOWNGRADE
Target $45
SBSH
Neutral
CF Industries downgraded to Neutral from Buy at Citi
Citi analyst P.J. Juvekar downgraded CF Industries to Neutral citing valuation with the shares up 42% over the past year. Tactically there could be better entry points for investors, Juvekar tells investors in a research note. He lowered his price target for CF shares to $45 from $47.
03/29/18
BREN
03/29/18
INITIATION
Target $10
BREN
Hold
CF Industries initiated with a Hold at Berenberg
Berenberg analyst Rikin Patel initiated CF Industries with a Hold and $10 price target citing premium valuation.
03/08/18
03/08/18
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. HubSpot (HUBS) downgraded to Neutral from Buy at UBS with analyst Jennifer Swanson Lowe citing valuation with the stock up 36% year-to-date. 2. CF Industries (CF) downgraded to Underperform from Buy at BofA/Merrill with analyst Steve Byrne saying he sees risk to nitrogen pricing in second half 2018 due to increasing Chinese production rates, ending seasonal demand in the northern hemisphere, a positive net export position in the U.S. in the summer-fill season, and lower international energy prices following seasonality. 3. Zagg (ZAGG) downgraded to Neutral from Buy at B. Riley FBR with analyst Jeff Van Sinderen citing the weaker than expected EBITDA in the fourth quarter and outlook for 2018 for the downgrade. 4. CalAmp (CAMP) downgraded to Hold from Buy at Craig-Hallum with analyst Anthony Stoss saying he believes shares are fully valued at these levels and that near- and long-term tax impacts, as well as increasing OpEx, limits upside in the near-term. 5. Veon (VEON) downgraded to Hold from Buy at HSBC. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/08/18
BOFA
03/08/18
DOWNGRADE
Target $40
BOFA
Underperform
CF Industries downgraded to Underperform from Buy at BofA/Merrill
BofA/Merrill analyst Steve Byrne double downgraded CF Industries to Underperform from Buy and cut its price target to $40 from $48. Byrne sees risk to nitrogen pricing in second half 2018 due to increasing Chinese production rates, ending seasonal demand in the northern hemisphere, a positive net export position in the US in the summer-fill season, and lower international energy prices following seasonality. The analyst believes CF can achieve approximately $5 per share in free cash flow, but in 2020+ versus 2019+ previously. Further, Byrne is more cautious on nitrogen fertilizer demand outlook as China increases fertilizer formulations which could result in multi-year demand declines.
MOS Mosaic
$27.17

0.61 (2.30%)

03/05/18
COWN
03/05/18
UPGRADE
Target $32
COWN
Outperform
Mosaic upgraded to Outperform from Market Perform at Cowen
Cowen analyst Charles Neivert upgraded Mosaic to Outperform from Market Perform citing expectations for a major crop shortfall in South America, which has not yet shown up in major sources and will serve as a catalyst needed to trigger a long-awaited recovery in the ag sector. Neivert raised his price target to $32 from $25 on Mosaic shares.
05/10/18
RBCM
05/10/18
UPGRADE
RBCM
Outperform
Mosaic upgraded to Outperform from Sector Perform at RBC Capital
05/11/18
RBCM
05/11/18
UPGRADE
Target $32
RBCM
Outperform
Mosaic upgraded to Outperform at RBC Capital on improving markets
As reported earlier, RBC Capital analyst Andrew Wong upgraded Mosaic to Outperform from Sector Perform and raised his price target to $32 from $30. The analyst notes that it is "hard to ignore the improving undercurrents in both phosphate and potash markets". He also sees the company benefiting from stronger agriculture market in Brazil driving greater synergies in its acquired Fertilizantes business.
05/11/18
05/11/18
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. Verizon (VZ) upgraded to Overweight from Neutral at JPMorgan with analyst Philip Cusick saying after a meeting with CEO Lowell McAdam, he has a better understanding that Verizon's "organic approach to wireless has the company on an increasingly stable footing." 2. Mosaic (MOS) upgraded to Outperform from Sector Perform at RBC Capital with analyst Andrew Wong saying that it is "hard to ignore the improving undercurrents in both phosphate and potash markets." 3. Ultragenyx (RARE) upgraded to Overweight from Equal Weight at Barclays with analyst Gena Wang saying she thinks a higher price target for Crysvita could drive upside to revenue growth expectations. 4. U.S. Bancorp (USB) upgraded to Buy from Neutral at Citi with analyst Keith Horowitz saying now is an opportune time to build positions in the stock after three years of significant underperformance. 5. AMC Networks (AMCX) upgraded to Buy from Hold at Gabelli with the firm saying it remains an excelling company with opportunities to leverage its recent programming momentum into increased advertising and affiliate fees. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
NTR Nutrien
$50.52

1.66 (3.40%)

02/12/18
SCOT
02/12/18
UPGRADE
SCOT
Focus List
Nutrien upgraded to Focus List from Outperform at Scotiabank
05/09/18
05/09/18
UPGRADE
Target $58

Outperform
Nutrien upgraded to Outperform activity ramping, says Raymond James
As previously reported, Raymond James upgraded Nutrien to Outperform from Market Perform with a $58 price target. Analyst Steve Hansen believes broader NPK sector downside risks are now greatly outweighed by a longer-term, cyclical upside backdrop through 2020. Hansen thinks Nutrien's has the ability to pull multiple strategic "levers", optimize its portfolio, grow into strategic markets, and return capital to shareholders.
05/09/18
RAJA
05/09/18
UPGRADE
RAJA
Outperform
Nutrien upgraded to Outperform from Market Perform at Raymond James
05/08/18
STFL
05/08/18
NO CHANGE
STFL
Buy
Late start to spring sets up strong Q2 for Nutrien, says Stifel
Stifel analyst Vincent Anderson noted that Nutrien reported Q1 adjusted EPS that missed expectations, which he blames on the late start to spring in North America. However, that also sets up the company for a strong Q2 report, said Anderson. He maintains a Buy rating on Nutrien shares.

TODAY'S FREE FLY STORIES

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INGIY

Ingenico

$0.00

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MSFT

Microsoft

$113.24

1.05 (0.94%)

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BWA

BorgWarner

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JLL

Jones Lang LaSalle

$144.15

0.795 (0.55%)

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RACE

Ferrari

$138.31

5.465 (4.11%)

19:24
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Earnings
Ferrari sees FY18 revenue over EUR3.4B »

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SMRT

Stein Mart

$1.97

-0.09 (-4.37%)

, INAP

Internap

$12.39

-0.33 (-2.59%)

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Stein Mart

$1.97

-0.09 (-4.37%)

INAP

Internap

$12.39

-0.33 (-2.59%)

TRVG

Trivago

$5.13

0.26 (5.34%)

PRQR

ProQR Therapeutics

$20.25

-1.4 (-6.47%)

MSFT

Microsoft

$113.24

1.05 (0.94%)

EVOP

EVO Payments

$26.27

-0.42 (-1.57%)

TSM

TSMC

$43.57

-0.2 (-0.46%)

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$290.96

1.55 (0.54%)

18:58
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Periodicals
China to place new tariffs on $60B in U.S. exports, WSJ says »

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SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$290.96

1.55 (0.54%)

03/08/13
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SQ

Square

$87.97

1.1 (1.27%)

18:55
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09/18
18:55
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Periodicals
Square seeks to bring 'omnichannel' experience to restaurants, CNBC says »

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  • 18

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MSFT

Microsoft

$113.24

1.05 (0.94%)

18:48
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Hot Stocks
Microsoft confirms raised quarterly dividend payment to 46c from 42c per share »

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KL

Kirkland Lake Gold

$17.57

-0.64 (-3.51%)

18:39
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Hot Stocks
Kirkland Lake Gold acquires shares of Osisko Mining »

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  • 23

    Sep

MSFT

Microsoft

$113.24

1.05 (0.94%)

18:39
09/18/18
09/18
18:39
09/18/18
18:39
Hot Stocks
Breaking Hot Stocks news story on Microsoft »

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  • 21

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OMAB

OMA Airports

$56.18

2.13 (3.94%)

18:23
09/18/18
09/18
18:23
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18:23
Downgrade
OMA Airports rating change at Santander »

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CE

Celanese

$113.41

-0.03 (-0.03%)

18:01
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Celanese raises prices for acetate tow in Eastern Europ and Asia by $1/kg »

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WYNN

Wynn Resorts

$132.97

0.56 (0.42%)

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Wynn sued over allegations of rigging Boston casino bid, Bloomberg says »

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GLD

SPDR Gold Trust

$113.43

-0.18 (-0.16%)

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JAZZ

Jazz Pharmaceuticals

$161.89

0.92 (0.57%)

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Recommendations
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RIG

Transocean

$11.93

0.335 (2.89%)

17:29
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17:29
Initiation
Transocean initiated at Morgan Stanley »

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NE

Noble Corp.

$6.15

0.19 (3.19%)

17:26
09/18/18
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17:26
Initiation
Noble Corp. initiated at Morgan Stanley »

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  • 24

    Sep

CCOEY

Capcom

17:24
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Periodicals
Capcom shutting down Vancouver studio, Kotaku says »

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BBY

Best Buy

$77.70

0.67 (0.87%)

17:24
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Syndicate
Breaking Syndicate news story on Best Buy »

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DO

Diamond Offshore

$17.86

0.55 (3.18%)

17:22
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17:22
Initiation
Diamond Offshore initiated at Morgan Stanley »

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TSM

TSMC

$43.57

-0.2 (-0.46%)

17:20
09/18/18
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TSMC rating change at Morgan Stanley »

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WHD

Cactus

$35.93

1.24 (3.57%)

17:17
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Initiation
Cactus initiated at Morgan Stanley »

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ZTCOY

ZTE Corp.

$0.00

(0.00%)

17:15
09/18/18
09/18
17:15
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17:15
Periodicals
Senators seek punishment if ZTE strays from deal, Reuters says »

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