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EFX

Equifax

$125.14

0.51 (0.41%)

, IBM

IBM

$146.33

-0.55 (-0.37%)

09:04
06/14/18
06/14
09:04
06/14/18
09:04

Equifax names Bryson Koehler as Chief Technology Officer

Equifax (EFX) announced that it has named Bryson Koehler to serve as its Chief Technology Officer. Koehler, who previously served as CTO at IBM (IBM) Watson and Cloud Platform, will be responsible for leading Equifax's global information technology strategy and development. Koehler will also work closely with the company's product, data, and analytics teams to drive technology and speed into product and data insights delivery to customers and partners.

EFX

Equifax

$125.14

0.51 (0.41%)

IBM

IBM

$146.33

-0.55 (-0.37%)

  • 14

    Jun

EFX Equifax
$125.14

0.51 (0.41%)

03/09/18
COWN
03/09/18
NO CHANGE
Target $135
COWN
Outperform
Equifax reiterated as Top Pick for 2018 at Cowen
Cowen analyst George Mihalos reiterated Equifax as a Top Pick for 2018. He met with management and was encouraged by the tone of conversation, including expectations for organic revenue to accelerate throughout 2018 and the progress in getting past the impacts of the breach. Mihalos reiterated his Outperform rating and $135 price target on Equifax shares.
03/29/18
RHCO
03/29/18
NO CHANGE
Target $225
RHCO
Buy
Facebook sell-off is 'overdone', says SunTrust
SunTrust analyst Youssef Squali writes that the 17% decline in the stock price of Facebook (FB) since the emergence of the Cambridge Analytica scandal last week is overdone, keeping his Buy rating and $225 price target. Squali notes that the digital advertisers he spoke with are not leaving the platform because of Facebook's marketing effectiveness and also sees few signs of "users fleeing Facebook en masse". The analyst further points to "compelling valuation" on the shares, the likelihood of limited regulatory actions, and the history of the spillover from other data breach instances impacting companies like Yahoo (AABA) and Equifax (EFX) eventually passing.
04/10/18
BOFA
04/10/18
INITIATION
Target $115
BOFA
Underperform
Equifax initiated with an Underperform at BofA/Merrill
BofA/Merrill analyst David Ridley-Lane initiated Equifax with an Underperform and$115 price target saying the brand is "impaired" following the 2017 database breach. The analyst said breach will lead to material one-time costs, have lasting damage on the US consumer business, legal settlements, potential legislative and regulatory changes, and possible share losses.
04/10/18
04/10/18
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. Tesla (TSLA) initiated with a Sell at Vertical Group. 2. Philip Morris (PM) initiated with a Buy at Deutsche Bank. 3. Etsy (ETSY) initiated with a Buy at Loop Capital. 4. Zscaler (ZS) initiated with an Outperform at Credit Suisse and Baird, a Strong Buy at Needham, an Equal Weight at Morgan Stanley, Stephens, and Barclays, a Hold at Deutsche Bank, as well as a Neutral at BofA/Merrill and Goldman Sachs. 5. Equifax (EFX) initiated with an Underperform at BofA/Merrill. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
IBM IBM
$146.33

-0.55 (-0.37%)

04/26/18
DADA
04/26/18
INITIATION
Target $72
DADA
Buy
Pegasystems initiated with a Buy at DA Davidson
DA Davidson analyst Rishi Jaluria initiated Pegasystems (PEGA) with a Buy rating and a price target of $72, citing the company's market leading position in the business process management and case management markets amid the crowing presence of customer relationship management technologies. Jaluria says the company continues to take market share from legacy vendors like IBM (IBM) and Oracle (ORCL) and increasing its competitive position in CRM, while driving opportunities for margin expansion.
05/31/18
MSCO
05/31/18
NO CHANGE
Target $198
MSCO
Overweight
Morgan Stanley says report on 'mass layoffs' in IBM's Watson Health 'misleading'
Morgan Stanley analyst Katy Huberty said a report from The Register blog that implies "mass layoffs" in IBM's Watson Health unit are "misleading," stating that any such layoffs come after IBM reported $613M in restructuring with its April 17 earnings call and detailed about $100M of that was related to the Cognitive business division. The timing of the March restructuring charge aligns with fully integrating businesses such as Truven Health Analytics and Merge Healthcare into Watson Health, she added. As recently as its March investor day, IBM discussed aggressive hiring in strategic areas like oncology within Watson Health, suggesting any layoffs are gross reductions though its net headcount in Watson Health is likely still expanding, added Huberty, who has an Overweight rating and $198 price target on IBM shares.
06/14/18
JPMS
06/14/18
DOWNGRADE
Target $53
JPMS
Neutral
JPMorgan downgrades Oracle after CIO survey shows spending contraction
JPMorgan analyst Mark Murphy downgraded Oracle (ORCL) to Neutral from Overweight and lowered his price target for the shares to $53 from $55. The stock closed yesterday down 18c to $48.27. The shares have risen from the $30s into the high $40s over the last two years, but the company's fundamental performance has remained inconsistent, Murphy tells investors in a research note. Further, the analyst notes that in his firm's recent survey of 154 chief investment officers, Oracle received the largest number of indications for planned spending contraction this year, materially more than the second-worst company. The CIOs indicate contraction in Oracle spending this year, placing the company alongside IBM (IBM), Checkpoint (CHKP), and CA (CA), Murphy contends. He notes the results of his firm's CIO surveys over the years "have been highly predictive."
06/14/18
RBCM
06/14/18
NO CHANGE
Target $180
RBCM
Outperform
IBM positioned for gross margin stabilization, says RBC Capital
RBC Capital analyst Amit Daryanani kept his Outperform rating and $180 price target on IBM, saying that it has underperformed in 2018 on investor concerns around its gross margin trajectory and sustainability of revenue growth. The analyst contends however that IBM is positioned for more stable gross margins for the rest of the year and a potential stabilization, "if not growth", in revenues, citing an expected recovery in its Global Business Services segment and a sustained growth in Cognitive and Technology Services & Cloud Platforms. Daryanani believes that the risk-reward on IBM is "attractive".

TODAY'S FREE FLY STORIES

APRN

Blue Apron

$1.71

0.04 (2.40%)

14:57
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AET

Aetna

$200.71

-2.74 (-1.35%)

, CVS

CVS Health

$77.64

-1.1 (-1.40%)

14:54
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14:54
Hot Stocks
NY DFS expresses concerns about proposed Aetna, CVS Health deal »

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AET

Aetna

$200.71

-2.74 (-1.35%)

CVS

CVS Health

$77.64

-1.1 (-1.40%)

ESRX

Express Scripts

$93.26

-1.19 (-1.26%)

CI

Cigna

$200.54

-2.61 (-1.28%)

03/08/13
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ABT

Abbott

$72.00

0.57 (0.80%)

14:50
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09/25
14:50
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14:50
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Abbott says study shows Portico safely reduced severe aortic stenosis »

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NKE

Nike

$85.02

0.75 (0.89%)

14:49
09/25/18
09/25
14:49
09/25/18
14:49
Options
Nike options imply 8.5% move in share price post-earnings, above median historical move »

Pre-earnings options…

03/08/13
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03/08/13
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EZPW

Ezcorp

$10.58

0.075 (0.71%)

14:45
09/25/18
09/25
14:45
09/25/18
14:45
Conference/Events
Ezcorp management to meet with Jefferies »

Meeting to be held in San…

03/08/13
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03/08/13
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CNDT

Conduent

$22.30

0.12 (0.54%)

14:37
09/25/18
09/25
14:37
09/25/18
14:37
Conference/Events
Conduent management to meet with Jefferies »

Meeting to be held in New…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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  • 25

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INTC

Intel

$46.14

-0.77 (-1.64%)

, ADI

Analog Devices

$92.82

-2.19 (-2.31%)

14:36
09/25/18
09/25
14:36
09/25/18
14:36
Hot Stocks
Intel slides as analyst says sell with semis seen in cyclical downturn »

Shares of Intel (INTC)…

INTC

Intel

$46.14

-0.77 (-1.64%)

ADI

Analog Devices

$92.82

-2.19 (-2.31%)

MCHP

Microchip

$79.10

-3.19 (-3.88%)

ON

ON Semiconductor

$18.44

-0.665 (-3.48%)

MPWR

Monolithic Power

$129.88

-2.99 (-2.25%)

AMD

AMD

$32.59

-0.03 (-0.09%)

NVDA

Nvidia

$268.05

2.33 (0.88%)

QCOM

Qualcomm

$73.16

-0.43 (-0.58%)

SIMO

Silicon Motion

$54.13

-0.04 (-0.07%)

MXIM

Maxim Integrated

$58.13

-1.61 (-2.70%)

TXN

Texas Instruments

$107.78

-2.03 (-1.85%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
Barclays

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    May

BRC

Brady

$44.20

0.15 (0.34%)

14:35
09/25/18
09/25
14:35
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14:35
Hot Stocks
Brady director Elizabeth Bruno sells over $1M in company stock »

Brady director Elizabeth…

03/08/13
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03/06/13
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IBTX

Independent Bank

$67.05

(0.00%)

, GBNK

Guaranty Bancorp

$29.95

(0.00%)

14:25
09/25/18
09/25
14:25
09/25/18
14:25
Conference/Events
Guaranty Bancorp to host special shareholder meeting »

Special Shareholder…

IBTX

Independent Bank

$67.05

(0.00%)

GBNK

Guaranty Bancorp

$29.95

(0.00%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 25

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  • 25

    Sep

14:20
09/25/18
09/25
14:20
09/25/18
14:20
General news
FOMC began its 2-day meeting and will announce its decision at 14 ET Wednesday »

FOMC began its 2-day…

CRM

Salesforce

$158.62

-0.235 (-0.15%)

, AAPL

Apple

$222.01

1.22 (0.55%)

14:19
09/25/18
09/25
14:19
09/25/18
14:19
Hot Stocks
Salesforce Co-CEO Benioff says 'economy is still ripping' »

Marc Benioff is being…

CRM

Salesforce

$158.62

-0.235 (-0.15%)

AAPL

Apple

$222.01

1.22 (0.55%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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    Mar

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
09/25/18
09/25
14:17
09/25/18
14:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
09/25/18
09/25
14:16
09/25/18
14:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

03/08/13
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03/06/13
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ATRS

Antares Pharma

$3.47

0.175 (5.31%)

14:10
09/25/18
09/25
14:10
09/25/18
14:10
Options
5-strike call buyers in Antares Pharma and implied volatility spikes »

5-strike call buyers in…

03/08/13
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  • 29

    Sep

FB

Facebook

$165.12

-0.285 (-0.17%)

14:06
09/25/18
09/25
14:06
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14:06
Periodicals
Facebook likely to pick Adam Mosseri to head Instagram, The Information says »

Facebook will likely…

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03/08/13
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03/06/13
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  • 28

    Oct

  • 07

    Nov

PAYX

Paychex

$73.06

-1.5 (-2.01%)

, ADP

ADP

$147.62

-1.5 (-1.01%)

14:04
09/25/18
09/25
14:04
09/25/18
14:04
Recommendations
Paychex, ADP, Square analyst commentary  »

New Square payroll app…

PAYX

Paychex

$73.06

-1.5 (-2.01%)

ADP

ADP

$147.62

-1.5 (-1.01%)

SQ

Square

$94.22

8.16 (9.48%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 26

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NTES

NetEase

$214.55

4.41 (2.10%)

14:00
09/25/18
09/25
14:00
09/25/18
14:00
Upgrade
NetEase rating change  »

Follow-up: NetEase…

03/08/13
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03/06/13
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ADP

ADP

$147.41

-1.71 (-1.15%)

13:55
09/25/18
09/25
13:55
09/25/18
13:55
Options
ADP put volume heavy and directionally bearish »

Bearish flow noted in ADP…

03/08/13
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GTS

Triple-S

$20.33

-0.7 (-3.33%)

13:50
09/25/18
09/25
13:50
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13:50
Hot Stocks
Triple-S finalizes contract with Government of Puerto Rico on Medicaid plan »

Triple-S Management…

03/08/13
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  • 27

    Nov

NTES

NetEase

$214.61

4.47 (2.13%)

13:47
09/25/18
09/25
13:47
09/25/18
13:47
Upgrade
NetEase rating change  »

NetEase upgraded to Buy…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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SPOT

Spotify

$182.29

5.41 (3.06%)

, GOOG

Alphabet

$1,184.00

10.62 (0.91%)

13:46
09/25/18
09/25
13:46
09/25/18
13:46
Periodicals
Spotify asks EU for stronger regulations against U.S. rivals, Reuters reports »

Driven by concerns over…

SPOT

Spotify

$182.29

5.41 (3.06%)

GOOG

Alphabet

$1,184.00

10.62 (0.91%)

GOOGL

Alphabet Class A

$1,192.91

13.13 (1.11%)

AMZN

Amazon.com

$1,957.44

22.94 (1.19%)

EBAY

eBay

$32.72

-1 (-2.97%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 07

    Nov

  • 03

    Mar

HIMX

Himax

$5.87

-0.03 (-0.51%)

13:45
09/25/18
09/25
13:45
09/25/18
13:45
Options
Himax call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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13:45
09/25/18
09/25
13:45
09/25/18
13:45
General news
FOMC Forecast revisions »

FOMC Forecast revisions…

SHOP

Shopify

$163.33

1.06 (0.65%)

, AMZN

Amazon.com

$1,957.00

22.5 (1.16%)

13:43
09/25/18
09/25
13:43
09/25/18
13:43
Periodicals
Shopify CEO welcomes competition from Amazon, Bloomberg reports »

Shopify's (SHOP) CEO…

SHOP

Shopify

$163.33

1.06 (0.65%)

AMZN

Amazon.com

$1,957.00

22.5 (1.16%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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    Nov

CHRS

Coherus Biosciences

$16.35

0.3 (1.87%)

13:40
09/25/18
09/25
13:40
09/25/18
13:40
Hot Stocks
Coherus Biosciences receives European Commission approval for UDENYCA »

Coherus BioSciences…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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