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VICI

VICI Properties

$19.33

0.04 (0.21%)

, JPM

JPMorgan

$113.01

-0.9 (-0.79%)

17:09
05/15/18
05/15
17:09
05/15/18
17:09

Soros takes new stakes in Wells Fargo, Citigroup, adds to Bank of America

George Soros' Soros Fund Management disclosed in an SEC filing its holdings as of March 31, 2018. Soros' new buys during the first quarter included, by size of position, VICI Properties (VICI), JPMorgan (JPM), Amazon (AMZN), Wells Fargo (WFC), and Citigroup (C). Soros exited positions during the quarter, including by size of previous position, Overstock (OSTK), Gap (GPS), Dave & Buster's (PLAY), and Halliburton (HAL). Soros increased its stake in Bank of America (BAC), Aetna (AET), Netflix (NFLX), and Rockwell Collins (COL). Soros reduced its stake in TiVo (TIVO), California Resources Corp (CRC), and LivaNova (LIVN).

VICI

VICI Properties

$19.33

0.04 (0.21%)

JPM

JPMorgan

$113.01

-0.9 (-0.79%)

AMZN

Amazon.com

$1,576.71

-24.61 (-1.54%)

WFC

Wells Fargo

$54.74

0.26 (0.48%)

C

Citi

$72.66

0.03 (0.04%)

OSTK

Overstock.com

$39.85

0.3 (0.76%)

GPS

Gap

$31.17

0.78 (2.57%)

PLAY

Dave & Buster's

$40.00

-0.59 (-1.45%)

HAL

Halliburton

$52.73

0.215 (0.41%)

BAC

Bank of America

$31.22

0.1 (0.32%)

AET

Aetna

$177.07

-0.8 (-0.45%)

NFLX

Netflix

$326.05

-2.49 (-0.76%)

COL

Rockwell Collins

$135.27

0.12 (0.09%)

TIVO

TiVo

$13.80

0.075 (0.55%)

CRC

California Resources

$34.50

-1.075 (-3.02%)

LIVN

LivaNova

$84.20

-0.765 (-0.90%)

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VICI VICI Properties
$19.33

0.04 (0.21%)

02/26/18
02/26/18
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. Walmart (WMT) initiated with a Neutral and Target (TGT) initiated with an Outperform at Credit Suisse. 2. Hudson (HUD) initiated with a Buy at Goldman Sachs, a Buy at UBS, an Equal Weight at Morgan Stanley and an Outperform at Credit Suisse. 3. VICI Properties (VICI) initiated with a Buy at Stifel, a Neutral at Goldman Sachs and an Equal Weight at Barclays. 4. Sage Therapeutics (SAGE) initiated with an Overweight at Morgan Stanley. 5. Sol-Gel Technologies (SLGL) initiated with a Buy at Jefferies and an Outperform at BMO Capital. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/26/18
MSCO
02/26/18
INITIATION
Target $21
MSCO
Equal Weight
VICI Properties initiated with an Equal Weight at Morgan Stanley (pre-open)
Morgan Stanley analyst Thomas Allen started VICI Properties with an Equal Weight rating and $21 price target.
02/26/18
STFL
02/26/18
INITIATION
Target $23
STFL
Buy
VICI Properties initiated with a Buy at Stifel
Stifel analyst Simon Yarmak started VICI Properties with a Buy rating and $23 price target. The company offers a "well-covered" 5.3% yield coupled with mid-single-digit expected AFFO growth, the analyst contends.
03/27/18
UGAM
03/27/18
INITIATION
Target $23
UGAM
Buy
VICI Properties initiated with a Buy at Union Gaming
Union Gaming initiated VICI Properties with a Buy and $23 price target.
JPM JPMorgan
$113.01

-0.9 (-0.79%)

04/11/18
HSBC
04/11/18
INITIATION
Target $111
HSBC
Hold
JPMorgan initiated with a Hold at HSBC
HSBC analyst Alevizos Alevizakos started JPMorgan with a Hold rating and $111 price target. The analyst sees minimal share upside from current valuation levels.
04/02/18
KEYB
04/02/18
NO CHANGE
KEYB
Efforts to strengthen in-store healthcare offering positive for Walmart, says KeyBanc
KeyBanc analyst Edward Yruma notes that the push to provide consumer-driven and lower-cost healthcare continues its push into retail as The Wall Street Journal reports that Walmart (WMT) is in discussions to acquire or develop a closer partnership Humana (HUM). This is on the heels of Amazon's (AMZN) recent JV with Berkshire Hathaway (BRK.A; BRK.B) and JPMorgan (JPM) to provide healthcare for employees, he adds. The analyst views any efforts to strengthen the in-store healthcare offering as a positive for Walmart's stock.
04/11/18
04/11/18
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. Alphabet (GOOG, GOOGL), Apple (AAPL), and Facebook (FB) were initiated with a Buy at Monness Crespi. 2. Caterpillar (CAT) initiated with a Buy at Buckingham. 3. JPMorgan (JPM) initiated with a Hold at HSBC. 4. eBay (EBAY) assumed with an Overweight at KeyBanc. 5. Ericsson (ERIC) initiated with a Hold at Berenberg. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/17/18
BMOC
04/17/18
NO CHANGE
Target $34
BMOC
Market Perform
Bank of America is the best of the 'big four' U.S. banks, says BMO Capital
BMO Capital analyst James Fotheringham kept his Market Perform rating and $34 price target on Bank of America (BAC) after its in-line Q1 earnings but raised his FY18 EPS view to $2.62 from $2.59 and FY19 view to $3.18 from $3.12. Fotheringham says than in contrast, he lowered earnings forecasts for JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) because of higher costs and lower revenues, but Bank of America's better than expected net interest income rise justifies his view of the bank as the "best of the bunch". The analyst also notes the bank's more favorable valuation trading at a below-average two-year-forward P/E multiple despite his forecast of double the core earnings growth rate of Bank of America's peers.
AMZN Amazon.com
$1,576.71

-24.61 (-1.54%)

05/09/18
JEFF
05/09/18
NO CHANGE
Target $60
JEFF
Hold
Sears-Amazon tire partnership not a negative for Monro, says Jefferies
Jefferies analyst Bret Jordan kept his Hold rating and $60 price target on Monro (MNRO) after its stock price fell over 7.5% today to $52.70, saying Sears (SHLD) partnership with Amazon (AMZN) on tire installation and services is a not "transformational negative". Jordan notes that the greater transparency and price matching is not new, while Monro is "already an installer for other online sellers such as Tirerack and ATD's tirebuyer.com". The analyst adds that the agreement is not exclusive, leaving the "door open" for Monro to enter into a similar deal.
05/10/18
ROTH
05/10/18
DOWNGRADE
Target $1.8
ROTH
Neutral
U.S. Auto Parts downgraded to Neutral from Buy at Roth Capital
Roth Capital analyst Darren Aftahi downgraded U.S. Auto Parts (PRTS) to Neutral from Buy on decelerating PL and marketplace growth. Nonetheless, the analyst notes that its Amazon (AMZN) partnership is "encouraging." Aftahi also lowered his price target on U.S. Auto Parts' shares to $1.80 from $3.
05/10/18
MSCO
05/10/18
NO CHANGE
Target $93
MSCO
Equal Weight
Walmart deal for Flipkart more dilutive than anticipated, says Morgan Stanley
Morgan Stanley analyst Simeon Gutman noted that news reports heading up to Walmart's (WMT) deal for a majority stake in Flipkart had predicted a $12B transaction for about 60% of a business generating operating losses in the $1B range. However, the higher than expected magnitude of losses Walmart would absorb in India significantly raises the stakes on the trajectory of its U.S. business and clouds the near-term path, he said. He also questions why the company is investing outside the U.S. market, stating that it could have instead accelerated its third-party marketplace infrastructure, stepped up its partnership with Google Home (GOOG) to better compete with Amazon's (AMZN) Alexa, or intensified domestic investments in price and fulfillment. However, he does add that the deal prevents Amazon, for now, from building an "insurmountable" advantage in the important Indian market. Gutman lowered his price target on Walmart to $93 from $99 after the deal was more dilutive than anticipated and keeps an Equal Weight rating on the shares.
05/15/18
MKMP
05/15/18
NO CHANGE
Target $67
MKMP
Neutral
Kohl's Q1 may see 'significant slowdown' from Q4 on weather, says MKM Partners
MKM Partners analyst Patrick McKeever keeps his Neutral rating and $67 price target on Kohl's ahead of its Q1 earnings next week, saying the quarter is facing a risk of a slowdown from Q4 activity because of the wintery weather in the East. The analyst adds that he sees SSS rising 3% in Q1, but also expects them to decelerate in the coming quarters as comparisons become "progressively more difficult", while the partnership between Kohl's and Amazon (AMZN) remains limited.
WFC Wells Fargo
$54.74

0.26 (0.48%)

04/16/18
NOMU
04/16/18
NO CHANGE
Target $68
NOMU
Buy
Wells Fargo earnings underwhelming, but not a value trap, says Nomura
Nomura Instinet analyst Bill Carcache lowered his price target for Wells Fargo to $68 from $72 saying Friday's earnings results were "underwhelming" as the company reported softer revenue growth. The analyst, however, continues to believe that shares of Wells Fargo are "not a value trap." Shareholders "able to weather the current storm" will be rewarded with 10% earnings growth, mid- to high-teens return on tangible equity, and a multiple rerating when the market regains confidence, Carcache tells investors in a research note. He keeps a Buy rating on the shares.
04/30/18
04/30/18
UPGRADE

Outperform
Wells Fargo double upgraded to Outperform at Macquarie
Macquarie analyst David Konrad upgraded Wells Fargo to Outperform from Underperform with a $61 price target citing attractive valuation, low expectations, and near-term catalysts. Konrad said valuation and consensus estimates have finally come down and said shares are trading at 11.3x his 2019 "stressed earnings" estimate, compared to super regionals trading at 12.3x. The analyst expects low expense guidance at the upcoming investor day and passing CCAR in June to serve as positive catalysts for shares.
04/16/18
BARD
04/16/18
NO CHANGE
Target $62
BARD
Outperform
Lower expectations limit Wells Fargo downside, says Baird
Baird analyst David George said Wells Fargo reported messy Q1 results, but lowered expectations should limit the downside in the shares. The analyst said core fees were weak, but expenses were in line as was loan growth. George maintained his Outperform rating and $62 price target on Wells Fargo shares.
C Citi
$72.66

0.03 (0.04%)

04/05/18
04/05/18
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. Merck (MRK) upgraded to Overweight from Equal Weight at Barclays with analyst Geoffrey Meacham saying he believes the company will continue to take share in first-line lung cancer, driven by positive KN-189 and KN-042 data. 2. Acuity Brands (AYI) upgraded to Outperform from Market Perform at JMP Securities with analyst Joseph Osha saying he believes the stock is finally trading at a "reasonable valuation based on reasonable expectations." 3. AMD (AMD) upgraded to Buy from Hold at Stifel with analyst Kevin Cassidy citing valuation and the company's margin expansion potential. 4. Tiffany (TIF) upgraded to Buy from Hold at Loop Capital with analyst Laura Champine saying her initial meeting with the company's new CEO Alessandro Bogliogo added to her confidence. 5. Citi (C) and Wells Fargo (WFC) were upgraded to Buy from Neutral at UBS. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/11/18
HSBC
04/11/18
UPGRADE
Target $85
HSBC
Buy
Citi upgraded to Buy from Hold at HSBC
HSBC analyst Alevizos Alevizakos upgraded Citi to Buy and raised his price target for the shares to $85 from $82. The analyst sees improved profitability in the near-term, driven by U.S. dollar depreciation and tax reform, re-rating the shares higher. He believes the market is not fully appreciating Citi's leading credit card franchise and its growth prospects in Mexico.
04/11/18
04/11/18
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. Citi (C) upgraded to Buy from Hold at HSBC with analyst Alevizos Alevizakos saying he sees improved profitability in the near-term, driven by U.S. dollar depreciation and tax reform, re-rating the shares higher. 2. BHP Billiton (BHP) upgraded to Buy from Hold at Deutsche Bank with analyst Liam Fitzpatrick saying the shares offer compelling value at current levels. 3. Mattel (MAT) upgraded to Hold from Underperform at Jefferies with analyst Stephanie Wissink saying the company's near-term risks are largely known and priced into the shares. 4. AeroVironment (AVAV) upgraded to Buy from Hold at Stifel with analyst Joseph DeNardi saying he sees the company benefiting from tailwinds including an improving defense budget environment, a heightened global threat environment, and "as strong a pipeline of opportunities" as he has seen in ten years. 5. Helmerich & Payne (HP) upgraded to Market Perform from Underperform at Wells Fargo with analyst Judson Bailey citing strength in the land rig market. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
OSTK Overstock.com
$39.85

0.3 (0.76%)

03/26/18
LOOP
03/26/18
NO CHANGE
Target $87
LOOP
Buy
Wayfair pullback is a 'buying opportunity', says Loop Capital
Loop Capital analyst Laura Champine views the recent pullback in the price of Wayfair (W) stock as a buying opportunity, keeping her Buy rating and $87 price target. The analyst notes that investors sold on worries about heightened competition underscored by comments from Overstock (OSTK) on March 15th about spending more on advertising, adding she does not expected Overstock's home furnishing budget ramp-up to be sufficiently significant to affect Wayfair. Champine believes that Wayfair's "early mover advantage" in a niche category will prove sustainable, along with its "best-in-class selection" and delivery network as "key competitive advantages".
04/03/18
PIPR
04/03/18
NO CHANGE
Target $92
PIPR
Overweight
Wayfair valuation becoming attractive, says Piper Jaffray
Piper Jaffray analyst Peter Keith lowered his price target for Wayfair to $92 from $112 but says the valuation is becoming attractive following the recent selloff. The analyst reiterates an Overweight rating on the shares. The pending Supreme Court case on e-commerce sales tax should be a relative non-event for Wayfair, Keith tells investors in a research note. Further, the analyst believes recent comments by Overstock.com (OSTK) to gain share through increased spending "appears likely easier said than done." Keith thinks Way-day - Wayfair's Prime-day equivalent - will run during Q2 and likely serve as a near-term positive.
05/03/18
DADA
05/03/18
NO CHANGE
Target $60
DADA
Underperform
Wayfair price target raised to $60 from $55 at DA Davidson
DA Davidson analyst Tom Forte raised his price target on Wayfair (W) to $60 after its Q1 results, saying the company outperformed on sales and EBITDA while its outlook for FY18 was also better than initially projected. The analyst keeps his Underperform rating however, noting continued competitive pressure from Overstock (OSTK) and attributing the stronger Q1 in part to Way Day discounting / pulled demand.
04/03/18
DADA
04/03/18
NO CHANGE
Target $100
DADA
Buy
Overstock's e-commerce and Medici Ventures still offer value, says DA Davidson
DA Davidson analyst Tom Forte keeps his Buy rating and $100 price target on Overstock.com, saying the company's legacy e-commerce business and its cryptocurrency exposure through the Medici Ventures subsidiary offer "significant value". Forte believes the e-commerce business alone could be valued at $48 per share on speculation of a strategic tie-up as he anticipates a "material improvement" in sales trends in Q1. The analyst also sees the completion of the tZERO ICO as a significant potential near-term catalyst.
GPS Gap
$31.17

0.78 (2.57%)

05/15/18
05/15/18
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. Gap (GPS) upgraded to Outperform from Market Perform at Telsey Advisory. 2. CBS (CBS) upgraded to Outperform from Market Perform at Bernstein with the firm saying it views the probability of a CBS-Viacom (VIAB) re-merger as close to zero, for many years to come. 3. Ulta Beauty (ULTA) upgraded to Outperform from Perform at Oppenheimer with analyst Rupesh Parikh saying he still sees the potential for more gains and outperformance from current levels. 4. Valeant (VRX) upgraded to Buy from Neutral at Mizuho with analyst Irina Koffler saying adjusting individual product growth estimates has made her more constructive on Valeant's turnaround story. 5. Scotts Miracle-Gro (SMG) upgraded to Buy from Hold at SunTrust with analyst William Chappell saying he believes the bottom in the stock price has been reached, leading to its usual "counter seasonal trend of outperformance" given that the stock has outperformed the S&P500 from June to January in the past 11 of 15 years. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/12/18
FBCO
03/12/18
INITIATION
Target $35
FBCO
Neutral
Gap initiated with a Neutral at Credit Suisse
Credit Suisse initiated Gap with a Neutral and $35 price target.
03/09/18
OPCO
03/09/18
NO CHANGE
Target $33
OPCO
Perform
Gap price target raised to $33 from $30 at Oppenheimer as firm stays sidelined
Oppenheimer analyst Anna Andreeva raised her price target on Gap to $33 from $30, telling investors in a research note that she is staying "sidelined" on Gap and expects a "skewed recovery" in the business in the second half of 2018. Andreeva, who has a Perform rating on Gap, said despite "impressive" momentum at Old Navy, she expects challenges at the Gap division to continue and sees pressures from promotions and inventory imbalance through the first half of the year. In order for shares to "work," the analyst said an inflection at Gap and Banana Republic is necessary, but doesn't see this happening until the second half "at the earliest."
05/15/18
TLSY
05/15/18
UPGRADE
TLSY
Outperform
Gap upgraded to Outperform from Market Perform at Telsey Advisory
PLAY Dave & Buster's
$40.00

-0.59 (-1.45%)

04/04/18
ADAM
04/04/18
NO CHANGE
Target $60
ADAM
Buy
Dave & Buster's risk/reward remains favorable, says Canaccord
Canaccord analyst Lynne Collier called the Dave & Buster's Q4 report mixed, as earnings were better than expected but comp weakness continued through the quarter and into Q1. Management lowered its outlook, but the analyst still sees a favorable risk/reward due to second half catalysts such as Virtual Reality, which should drive better performance over coming months. Collier reiterated her Buy rating and $60 price target on Dave & Buster's shares.
04/04/18
BMOC
04/04/18
NO CHANGE
Target $49
BMOC
Outperform
Dave & Buster's price target lowered to $49 from $60 at BMO Capital
BMO Capital analyst Andrew Strelzik lowered his price target on Dave & Buster's to $49 after the company's Q4 results, saying the above-consensus EBITDA was offset by softer same store sales along with below-consensus outlook for FY18. Despite his modeling of lower comps and EBITDA forecasts this year, the analyst keeps his Outperform rating, noting that Dave & Buster's virtual reality gaming could prove to be an effective traffic driver. Strelzik also contends that the valuation risk-reward is "meaningfully skewed to the upside".
04/04/18
MAXM
04/04/18
NO CHANGE
Target $62
MAXM
Buy
Dave & Buster's price target lowered to $62 from $74 at Maxim
Maxim analyst Stephen Anderson lowered his price target on Dave & Buster's to $62 citing the company's soft FY19 guidance and a miss on Q4 comps. Anderson notes that the stock is no longer his Top Pick in the space as it faces an "extended period of investment" this year, but still believes that comps will turn positive by Q3 and margins will begin to expand by FY19. The analyst keeps his Buy rating on Dave & Buster's given its competitive advantage relative to other "eater-tainment" peers.
04/04/18
RHCO
04/04/18
NO CHANGE
Target $54
RHCO
Buy
Dave & Buster's price target lowered to $54 from $70 at SunTrust
SunTrust analyst Jake Bartlett lowered his price target on Dave & Buster's to $54 after the company's weak Q4 comps, but kept his Buy rating, citing a reset of expectations for the year, strong unit growth view, and a potential SSS catalyst from this summer's national launch of virtual reality gaming. Bartlett adds that his price target reflects a "conservative" 18-times expected FY19 PE valuation where he also believes a leveraged buy-out "could make sense".
HAL Halliburton
$52.73

0.215 (0.41%)

05/10/18
BOFA
05/10/18
UPGRADE
Target $79
BOFA
Buy
Halliburton upgraded to Buy following increased oil forecast at BofA/Merrill
As previously reported, BofA/Merrill upgraded Halliburton to Buy from Neutral and raised its price target to $79 from $75. Analyst Timna Tanners shifted to a more positive view on Halliburton following an increase in the firm's WTI crude forecast to $69/bbl for 2019. Tanners said Halliburton is well positioned for a recovery in drilling activity and increased completion activity in the U.S. where it is a leader in pressure pumping.
05/10/18
BOFA
05/10/18
UPGRADE
BOFA
Buy
Halliburton upgraded to Buy from Neutral at BofA/Merrill
04/24/18
BMOC
04/24/18
NO CHANGE
Target $63
BMOC
Outperform
Halliburton remains 'favorite large cap', says BMO Capital
BMO Capital analyst Daniel Boyd kept his Outperform rating and $63 price target on Halliburton after the company's in-line Q1 earnings, saying the stock remains his favorite large cap in the space as US pressure pumping strengthened and North America margins reached high teens. Boyd adds that Halliburton's international outlook may have been set conservatively with potential upside to recovery volume, even though the optimism could be tempered by softer pricing and higher capital expenditures. Boyd also raised his FY18 EPS view to $2.49 from $2.44.
05/10/18
05/10/18
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. Halliburton (HAL) upgraded to Buy from Neutral at BofA/Merrill with analyst Timna Tanners citing an increase in the firm's WTI crude forecast to $69/bbl for 2019. 2. Groupon (GRPN) upgraded to Neutral from Sell at UBS with analyst Eric Sheridan citing its first quarter results, which continued a string of recent "very solid" earnings reports. 3. AIG (AIG) upgraded to Buy from Neutral at Goldman Sachs with analyst Yaron Kinar saying AIG reaching break-even underwriting in its "much-criticized" General Insurance business will serve as a catalyst for shares in the second half of 2018. 4. Carvana (CVNA) double upgraded to Buy from Sell at B. Riley FBR and upgraded to Buy from Hold at Deutsche Bank. 5. Wolverine World Wide (WWW) upgraded to Neutral from Negative at Susquehanna. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
BAC Bank of America
$31.22

0.1 (0.32%)

01/31/18
DBAB
01/31/18
NO CHANGE
Target $15
DBAB
Sell
GE likely to be dropped from Dow 30 index, says Deutsche Bank
General Electric (GE) is likely to be dropped from the Dow Jones Industrial Average after being in the index of 30 companies for over 110 years as an original member since 1896, Deutsche Bank analyst John Inch tells investors in a research note. The chances that GE could be removed from the Dow are increasing as the company continues to face "substantial challenges," the analyst writes. These include "earnings and cash pressure, tough global power generation markets, aggressive downsizing, shrinking its portfolio, management shake-up and SEC investigations," Inch argues. He sees "headline risk" as the most significant risk factor if GE were to be dropped from the Dow, "potentially amplified by GE's high mix of retail investors." Inch notes that the last major Dow shakeup occurred in September 2003, when American Airlines (AAL), Bank of America (BAC) and Hewlett Packard (HPQ) were removed and Goldman Sachs (GS), Nike (NKE) and Verizon (VZ) were added. Inch has a Sell rating on General Electric with a $15 price target. The shares closed yesterday down 33c to $15.95.
02/02/18
MSCO
02/02/18
NO CHANGE
MSCO
BofA, JPMorgan, Citi best positioned for tougher CCAR test, says Morgan Stanley
Morgan Stanley analyst Betsy Graseck said she had expected an easier stress test from the Federal Reserve but that the 2018 CCAR test actually seems tougher than last year, given the more intense recessions and lower asset prices modeled in it. A tougher test makes her less optimistic on her strong payout growth expectations, said Graseck, who sees Bank of America (BAC), JPMorgan (JPM) and Citi (C) as best positioned to "weather the storm" and increase payouts given their resilient balance sheets and significant excess capital. She sees Goldman Sachs (GS), which recently cut buybacks, as at risk from a tougher test, which likely weighs on the bank's 2018 ask, Graseck added.
04/03/18
BMOC
04/03/18
NO CHANGE
Target $34
BMOC
Market Perform
Bank of America pullback provides a buying opportunity, says BMO Capital
BMO Capital analyst James Fotheringham says that the recent near-10% pullback in the Bank of America stock price provides investors with a buying opportunity. The analyst contends that the bank's stock trades much more closely in line with short term interest rates rather than the 10-year and believes that its net interest margins will prove to be "insensitive" to lower yields on the benchmark as well as higher LIBOR-OIS spreads. Fotheringham keeps his $34 price target and Market Perform rating on Bank of America, adding that its current two-year-forward P/E valuation multiple is close to its long-term historical average.
AET Aetna
$177.07

-0.8 (-0.45%)

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.
05/02/18
CANT
05/02/18
UPGRADE
Target $202
CANT
Overweight
Cantor upgrades Aetna to Overweight on 'compelling' risk/reward
Cantor Fitzgerald analyst Steven Halper last night upgraded Aetna to Overweight from Neutral with a price target of $202. The stock closed yesterday down 75c to $178.71. The analyst views the risk/reward on shares as "more compelling" following the company's Q1 results.
05/02/18
05/02/18
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. Juniper was (JNPR) upgraded to Buy from Neutral at BofA/Merrill and to Hold from Sell at Deutsche Bank. 2. Aetna (AET) upgraded to Overweight from Neutral at Cantor Fitzgerald with analyst Steven Halper saying he views the risk/reward on shares as "more compelling" following the company's first quarter results. 3. Freeport McMoRan (FCX) upgraded to Outperform from Neutral at CIBC with analyst Oscar Cabrera saying shares have dropped over 20% following the Q1 report, reflecting a worst-case scenario for the Indonesia scenario. 4. Shutterfly (SFLY) upgraded to Neutral from Sell at Goldman Sachs with analyst Christopher Merwin citing the better than expected Q1 report. 5. CommScope (COMM) upgraded to Outperform from Market Perform at Northland with analyst Tim Savageaux saying he believes the company's unique mix of exposure to Tier 1 carrier investment in both fiber optic and 4G/5G wireless infrastructure offers compelling value following the sharp pullback in shares after only a "fairly modest" cut to its EPS expectations. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/01/18
CANT
05/01/18
UPGRADE
CANT
Overweight
Aetna upgraded to Overweight from Neutral at Cantor Fitzgerald
NFLX Netflix
$326.05

-2.49 (-0.76%)

05/15/18
PIPR
05/15/18
NO CHANGE
Target $367
PIPR
Overweight
Piper survey shows most Netflix subscribers willing to pay more
Piper Jaffray analyst Michael Olson says his firm's survey of 1,100 domestic Netflix subscribers shows that most would be willing to pay more to remain subscribers of the service, with some willing to pay significantly more. Specifically, 64% of subscribers surveyed indicated that they would not cancel Netflix until it reaches a price of greater than $15 per month. Among those, 23% said they wouldn't cancel until pricing reached greater than $20 per month, and 5% would only cancel if pricing was well above $20 per month. The conclusion is that Netflix could raise monthly prices to $15 or more today and approximately two-thirds of subs would absorb the increase and remain on the service, Olson tells investors in a research note. Compared to a similar survey taken in mid-2016, a higher percentage of subscribers are willing to pay a higher monthly fee, suggesting Netflix content has improved, the analyst adds. Olson reiterates an Overweight rating on Netflix with a $367 price target. The streaming service closed yesterday up $2.07 to $328.53.
04/18/18
ARGS
04/18/18
NO CHANGE
ARGS
Hold
Netflix valuation remains 'significantly higher' than peers, says Argus
Argus analyst Joseph Bonner kept his Hold rating on Netflix (NFLX) but raised his FY18 EPS view to $2.89 from $2.73 after the company's Q1 earnings beat. The analyst says the company is benefiting from the "secular growth of internet-delivered on-demand video" but also warns that it is taking on more debt, resulting in a "stunning" cash-burn rate. Bonner adds that the market is still judging the company by its subscriber growth while overlooking the costs associated with the ramp in content production and content licensing. The analyst is also cautious on Netflix valuation as its trailing enterprise value to EBITDA multiple is 136-times relative to 29-times peer average and 48-times at Amazon (AMZN).
04/30/18
MSCO
04/30/18
INITIATION
Target $190
MSCO
Overweight
Spotify initiated with an Overweight at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne initiated coverage of Spotify with an Overweight rating and $190 price target, projecting that its premium user base can grow from 70M to about 200M by the end of 2022, with revenue growing over 20% per year. Swinburne, who notes that there are 1.3B smartphone users in Spotify's 65 existing markets, also pointed out that time spent on Spotify Premium is "nearing Netflix levels."
04/17/18
RBCM
04/17/18
NO CHANGE
Target $360
RBCM
Outperform
Netflix price target raised to $360 from $350 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Netflix to $360 after the company's "very strong" Q1 results, saying 2018 looks to be an "inflection year" for the stock. The analyst cites Q1 net subscriber adds' consensus beat of 32% for domestic and 9% for international segments, while the outlook for Q2 was above the Street by 23% and 19% respectively. Mahaney also points to improving profitability, as Netflix domestic contribution margin expanded by 400bps to 38% and international margin reached a record high of 15%. The analyst keeps his Outperform rating on Netflix, maintaining his view of the company's "King of Content" position amid a rapid global ramp in demand for internet TV.
COL Rockwell Collins
$135.27

0.12 (0.09%)

01/05/18
BARD
01/05/18
UPGRADE
Target $156
BARD
Outperform
United Technologies upgraded to Outperform from Neutral at Baird
Baird analyst Peter Arment upgraded United Technologies (UTX) to Outperform from Neutral utilizing pro forma earnings of the pending Rockwell Collins (COL) deal and reflecting higher accretion from tax reform. Arment raised his price target to $156 from $121 on United Technologies shares.
11/08/17
FBCO
11/08/17
DOWNGRADE
Target $140
FBCO
Neutral
Rockwell Collins downgraded to Neutral from Outperform at Credit Suisse
Credit Suisse analyst Robert Spingarn downgraded Rockwell Collins (COL) to Neutral citing the pending acquisition by United Technologies (UTX). The analyst raised his price target for the shares to $140 from $133.
01/16/18
WELS
01/16/18
DOWNGRADE
Target $143
WELS
Market Perform
Rockwell Collins downgraded to Market Perform from Outperform at Wells Fargo
Wells Fargo analyst Sam Pearlstein downgraded Rockwell Collins to Market Perform saying the stock is largely driven by the pending acquisition by United Technologies (UTX). The analyst has a $143 price target for the shares.
01/16/18
01/16/18
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. Under Armour (UA, UAA) downgraded to Underperform from Neutral at Macquarie with analyst Laurent Vasilescu citing weaker North America revenues, flat Connected Fitness revenues, international revenues of up 21% year-over-year, gross margin pressure, and higher SG&A assumptions. 2. Verizon (VZ) downgraded to Neutral from Buy at MoffettNathanson. 3. Lockheed Martin (LMT) and Rockwell Collins (COL) were downgraded to Market Perform from Outperform at Wells Fargo. 4. Spirit Airlines (SAVE) downgraded to Hold from Buy at Stifel with analyst Joseph DeNardi saying he believes Spirit will benefit this year from an improving demand and revenue environment, but that its higher revenue risk relative to potential competitive responses to its expected capacity growth is not fully reflected in the stock at current levels. 5. Finisar (FNSR) downgraded to Sell from Neutral at Goldman Sachs with analyst Doug Clark saying risks of oversupply and competition are heating up in the optical component landscape. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TIVO TiVo
$13.80

0.075 (0.55%)

02/02/18
RILY
02/02/18
UPGRADE
Target $18
RILY
Buy
B. Riley FBR upgrades TiVo to Buy following 20% pullback
B. Riley FBR analyst Eric Wold upgraded TiVo (TIVO) to Buy from Neutral with an unchanged price target of $18. The analyst sees a favorable risk/reward following the 20% pullback in the shares. He sees "minimal downside risk" given expectations for weak 2018 guidance and upside scenarios to between $18 and $35 per share with a Comcast (CMCSA) license deal and return to growth. Further, Wold says he can't rule out the possibility that TiVo becomes an acquisition target.
04/03/18
JPMS
04/03/18
NO CHANGE
JPMS
TiVo deal with Starz should be positive, says JPMorgan
JPMorgan analyst Sterling Auty believes TiVO's long-term intellectual property license with Starz should be a positive to the company's revenue profile. Starz and HBO GO have been two of the more popular over-the-top properties over the last two years, Auty tells investors in a research note. He sees today's deal as an indication that TiVo has put together the right IP portfolio to capitalize on the growing shift to OTT offerings.
05/11/18
JPMS
05/11/18
NO CHANGE
Target $30
JPMS
Overweight
TiVo strategic review provides near-term catalyst, says JPMorgan
JPMorgan analyst Sterling Auty says that while TiVo reported better than expected revenue and EBITDA in Q1, ASC 606 adoption and other items created a number of moving parts. The company's continuing strategic review process will be positively received by investors and provides a near-term catalyst, Auty tells investors in a post-earnings research note. He keeps an Overweight rating on TiVo with a $30 price target.
02/02/18
RILY
02/02/18
UPGRADE
RILY
Buy
TiVo upgraded to Buy from Neutral at B. Riley FBR (pre-open)
CRC California Resources
$34.50

-1.075 (-3.02%)

02/01/18
GSCO
02/01/18
UPGRADE
Target $27.5
GSCO
Neutral
California Resources upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst Brian Singer upgraded California Resources to Neutral with a $27.50 price target. The analyst now assumes a more favorable oil price outlook relative to consensus and sees "strong balance sheet improvement" for the company in the in the near-term from higher cash flow generation.
02/09/18
SOCG
02/09/18
UPGRADE
SOCG
Buy
California Resources upgraded to Buy from Hold at Societe Generale
02/12/18
IMPC
02/12/18
UPGRADE
Target $26
IMPC
Outperform
California Resources upgraded to Outperform from In-Line at Imperial Capital
Imperial Capital analyst Jason Wangler upgraded California Resources to Outperform with an unchanged price target of $26 following the company's announcement of a new midstream joint venture and equity investment. The analyst views the developments as further evidence of the value in the company's asset base.
04/26/18
SOCG
04/26/18
DOWNGRADE
SOCG
Hold
California Resources downgraded to Hold from Buy at Societe Generale
LIVN LivaNova
$84.20

-0.765 (-0.90%)

05/02/18
PIPR
05/02/18
NO CHANGE
Target $105
PIPR
Overweight
LivaNova selloff today 'very much overdone,' says Piper Jaffray
Piper Jaffray analyst Matt O'Brien tells investors to buy shares of LivaNova following today's post-earnings pullback. The analyst views the guidance as "essentially maintained" given that the company is just baking in TandemLife. He still believes the outlook is conservative. Further, there are meaningful leverage opportunities ahead, with LivaNova's spending likely to be more front-end loaded to support growth, O'Brien writes in a post-earnings research note titled "This Time We Really Mean It; Buy This Name on the Pullback." The analyst calls today's pullback "very much overdone" and he "strongly" encourages investors to start or build positions in the name. O'Brien keeps an Overweight rating on the shares with a $105 price target. LivaNova closed the trading day down 7% to $83.32.
02/28/18
PIPR
02/28/18
NO CHANGE
PIPR
Piper Jaffray says buy LivaNova after solid Q4 results
Piper Jaffray analyst Matt O'Brien continues to "encourage investors to start or build positions" in LivaNova after the company reported "solid" Q4 earnings results, showing momentum that he believes will accelerate revenue growth in coming quarters and years, as well as margin expansion that should boost EPS significantly. O'Brien maintained an Overweight rating on LivaNova and raised his price target on shares to $105 from $95.
03/28/18
JEFF
03/28/18
NO CHANGE
Target $105
JEFF
Buy
LivaNova pipeline 'greatly underappreciated,' says Jefferies
After spending a day with management, Jefferies analyst Raj Denhoy says that despite rallying 68% over the past 12 months, LivaNova's pipeline remains "greatly underappreciated" in the stock price. A company the size of LivaNova having five sizable opportunities -TandemLife, ImThera, Caisson, VNS for Depression, and VNS for heart failure - is "unprecedented in our coverage," Denhoy tells investors in a research note. He says that even hitting would be "transformative to the outlook." The analyst views LivaNova's near-term guidance as conservative and keeps a Buy rating on the shares with a $105 price target.
03/01/18
NEED
03/01/18
NO CHANGE
Target $104
NEED
Buy
LivaNova price target raised to $104 from $97 at Needham
Needham analyst Mike Matson raised his price target on LivaNova to $104 after the company's Q4 earnings beat and FY18 outlook that was above consensus. Matson notes the company's neuromodulation growth accelerating after a launch of SenTiva and higher use among pediatric patients. The analyst adds that while gross margins contracted 30bps, they were still above consensus. Matson keeps his Buy rating on LivaNova, stating that its "new products, recent acquisitions, and conservative guidance" should produce continued upside to consensus.

TODAY'S FREE FLY STORIES

COST

Costco

$227.35

1.68 (0.74%)

07:26
08/21/18
08/21
07:26
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07:26
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Costco analyst commentary  »

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LB

L Brands

$33.07

0.53 (1.63%)

07:26
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MGM

MGM Resorts

$28.59

0.035 (0.12%)

, CZR

Caesars

$10.05

0.05 (0.50%)

07:25
08/21/18
08/21
07:25
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07:25
Recommendations
MGM Resorts, Caesars analyst commentary  »

Room survey suggests…

MGM

MGM Resorts

$28.59

0.035 (0.12%)

CZR

Caesars

$10.05

0.05 (0.50%)

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LII

Lennox

$225.37

2.76 (1.24%)

07:24
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Initiation
Lennox initiated  »

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HCSG

Healthcare Services

$41.33

0.11 (0.27%)

07:23
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Conference/Events
Healthcare Services management to meet with Benchmark »

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  • 28

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GTT

GTT Communications

$38.30

-0.7 (-1.79%)

07:23
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07:23
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07:23
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GTT Communications analyst commentary  »

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FOE

Ferro

$21.23

-0.06 (-0.28%)

07:22
08/21/18
08/21
07:22
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07:22
Conference/Events
Ferro management to meet with KeyBanc »

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  • 28

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  • 11

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TSS

TSYS

$94.88

-0.01 (-0.01%)

07:21
08/21/18
08/21
07:21
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07:21
Recommendations
TSYS analyst commentary  »

TSYS price target raised…

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  • 12

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FITB

Fifth Third

$29.83

0.145 (0.49%)

07:21
08/21/18
08/21
07:21
08/21/18
07:21
Conference/Events
Fifth Third management to meet with Wedbush »

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  • 28

    Aug

  • 23

    Oct

YRCW

YRC Worldwide

$9.11

0.11 (1.22%)

07:21
08/21/18
08/21
07:21
08/21/18
07:21
Conference/Events
YRC Worldwide management to meet with Deutsche Bank »

Meeting to be held in…

03/08/13
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  • 21

    Aug

  • 06

    Nov

MDT

Medtronic

$90.06

-0.54 (-0.60%)

07:20
08/21/18
08/21
07:20
08/21/18
07:20
Hot Stocks
Breaking Hot Stocks news story on Medtronic »

Medtronic up 4.4% to…

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  • 21

    Aug

  • 23

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  • 05

    Sep

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    Sep

ECOM

ChannelAdvisor

$12.95

-0.15 (-1.15%)

07:20
08/21/18
08/21
07:20
08/21/18
07:20
Conference/Events
ChannelAdvisor management to meet with KeyBanc »

Meeting to be held in…

03/08/13
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03/06/13
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  • 21

    Aug

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  • 06

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  • 07

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JCI

Johnson Controls

$38.73

0.48 (1.25%)

07:20
08/21/18
08/21
07:20
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07:20
Upgrade
Johnson Controls rating change  »

Johnson Controls upgraded…

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JPM

JPMorgan

$114.62

-0.13 (-0.11%)

07:19
08/21/18
08/21
07:19
08/21/18
07:19
Periodicals
JPMorgan to launch new investing app for free, CNBC reports »

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  • 12

    Oct

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    Feb

DLB

Dolby

$68.32

-0.75 (-1.09%)

07:19
08/21/18
08/21
07:19
08/21/18
07:19
Conference/Events
Dolby management to meet with William Blair »

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  • 21

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  • 06

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EPAM

Epam Systems

$136.36

1.355 (1.00%)

07:18
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08/21
07:18
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07:18
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Epam Systems analyst commentary  »

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CRZO

Carrizo Oil & Gas

$22.79

0.05 (0.22%)

07:17
08/21/18
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07:17
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07:17
Conference/Events
Carrizo Oil & Gas management to meet with Stephens »

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  • 28

    Aug

BBY

Best Buy

$79.39

0.91 (1.16%)

, AMZN

Amazon.com

$1,875.45

-6.49 (-0.34%)

07:17
08/21/18
08/21
07:17
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07:17
Recommendations
Best Buy, Amazon.com analyst commentary  »

Best Buy valuation…

BBY

Best Buy

$79.39

0.91 (1.16%)

AMZN

Amazon.com

$1,875.45

-6.49 (-0.34%)

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  • 28

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ACRS

Aclaris Therapeutics

$16.01

0.34 (2.17%)

07:17
08/21/18
08/21
07:17
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07:17
Hot Stocks
Aclaris Therapeutics announces ATI-450 findings in publication »

Aclaris Therapeutics…

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USB

U.S. Bancorp

$53.81

0.51 (0.96%)

07:17
08/21/18
08/21
07:17
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07:17
Recommendations
U.S. Bancorp analyst commentary  »

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CRON

Cronos Group

$7.33

0.78 (11.91%)

07:16
08/21/18
08/21
07:16
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07:16
Hot Stocks
Cronos Group announces initial supply agreement for retail distribution »

Cronos Group announced…

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HOME

At Home Group

$34.01

0.06 (0.18%)

07:15
08/21/18
08/21
07:15
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07:15
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At Home Group analyst commentary  »

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  • 29

    Aug

AZPN

Aspen Technology

$107.56

-0.21 (-0.19%)

07:15
08/21/18
08/21
07:15
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07:15
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Aspen Technology analyst commentary  »

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07:15
08/21/18
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07:15
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07:15
General news
Treasury Market Outlook: Treasury yields are higher »

Treasury Market Outlook:…

NEO

NeoGenomics

$12.85

0.165 (1.30%)

07:15
08/21/18
08/21
07:15
08/21/18
07:15
Initiation
NeoGenomics initiated  »

NeoGenomics initiated…

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03/06/13
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03/06/13
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