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TSLA

Tesla

$343.39

-6.54 (-1.87%)

, F

Ford

$11.11

-0.17 (-1.51%)

12:34
07/01/18
07/01
12:34
07/01/18
12:34

Tesla, other bracing for additional tariff from China, WSJ reports

Automakers in the U.S., including Tesla (TSLA) and Ford (F), are bracing for additional tariff from China as Beijing is set to impose an extra 25% tariff on American auto imports this week, according to The Wall Street Journal. Reference Link

TSLA

Tesla

$343.39

-6.54 (-1.87%)

F

Ford

$11.11

-0.17 (-1.51%)

  • 09

    Jul

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    Jul

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    Aug

TSLA Tesla
$343.39

-6.54 (-1.87%)

06/14/18
VERF
06/14/18
NO CHANGE
Target $93
VERF
Sell
Tesla Model 3 reservation cancellation rate is 66%, says Vertical Group
Vertical Group analyst Gordon Johnson estimates a 66% cancellation rate for the day one Tesla Model 3 reservations of 140,000. When applying the figure to his estimate for 582,000 in gross reservations through mid-April, the analyst calculates sales in early Model 3 reservations of just 197,000. Either Model 3 cancellation rates have spiked from the "initial euphoria period" of March 31, 2016 to April 30, 2016, or new reservations have "virtually disappeared," Johnson tells investors in a research note. He believes Tesla will exhaust all pre-orders sometime in Q1 of 2019. Model 3 sales beyond Q1 of next year will be limited by demand versus supply while growth for Tesla will likely depend on new product introductions, the analyst contends. Johnson thinks investors, as a result, will be forced to question Tesla's "valuation as a growth stock imminently." He does, however, expect CEO Elon Musk "to use a lot of one-time items to try to achieve profitability" in Q3 and Q4 of 2018. Profitability will rest largely on Tesla's ability to sell a record number of zero emission vehicle credits, which may prove difficult, Johnson predicts. He keeps a Sell rating on shares of Tesla with a $93 price target. The stock closed yesterday up $2.01 to $344.78.
06/22/18
BERN
06/22/18
NO CHANGE
Target $265
BERN
Market Perform
Tesla Automotive segment gross margins may be overstated, says Bernstein
Bernstein analyst Toni Sacconaghi, Jr. noted that Tesla's "Services and Other" gross margins have steeply plunged in recent quarters and he struggles to find evidence as to why. Offering some hypotheses as to what could be occurring, but stating they are largely "guesses," the analyst said that if "Services and Other" is being burdened somehow with costs that ought to be in the Automotive segment, then Tesla's Automotive segment gross margins, which get much more investor attention, may be overstated. To conclude, Sacconaghi noted he is "not questioning Tesla's overall reported gross margins but rather the reported split between Automotive vs. Services & Other." He maintains a Market Perform rating and $265 price target on Tesla shares.
06/26/18
GSCO
06/26/18
NO CHANGE
Target $195
GSCO
Sell
Tesla Model 3 deliveries in Q2 may disappoint, says Goldman Sachs
Goldman Sachs analyst David Tamberrino expects Tesla to announce its Q2 deliveries shortly after the quarter ends, likely around July 3. He believes the company is tracking below its 2018 Model S/X guidance of 100,000 units, projecting combined S and X deliveries of 23,000, though this would top the current consensus forecast of 22,300, according to FactSet. However, Tamberrino also believes that Model 3 deliveries are tracking below consensus. Tamberrino maintains a Sell rating and $195 price target on Tesla shares.
06/28/18
BARD
06/28/18
NO CHANGE
Target $411
BARD
Outperform
Tesla should be bought heading into Q2 delivery announcement, says Baird
Baird analyst Ben Kallo expects Tesla Q2 delivery numbers to be released by July 3 and he said he would be a buyer heading into the release. He believes the stock will trade up if the Model 3 approaches the 5K/week production target. More importantly, he believes there will be a larger number of vehicles in the channel compared to previous quarters given the back-ended ramp during Q2. Kallo reiterated his Outperform rating, Fresh Pick designation, and $411 price target on Tesla shares.
F Ford
$11.11

-0.17 (-1.51%)

05/29/18
JEFF
05/29/18
UPGRADE
Target $14
JEFF
Buy
Ford upgraded to Buy from Hold at Jefferies
Jefferies analyst Philippe Houchois upgraded Ford Motor to Buy and raised his price target for the shares to $14 from $13. The stock closed Friday down 11c to $11.51. The company is getting no credit for its "ambitious but credible" cost targets and "strategic levers" to improve market and product exposure, Houchois tells investors in a research note. The analyst thinks Ford is early among global carmakers in reevaluating how it allocates capital. Ford is his top pick among U.S. car manufacturers.
05/29/18
05/29/18
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. Ford (F) upgraded to Buy from Hold at Jefferies with analyst Philippe Houchois saying the company is getting no credit for its "ambitious but credible" cost targets and "strategic levers" to improve market and product exposure. 2. Roku (ROKU) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Benjamin Swinburne saying the shares are now down over 25% year-to-date while the company's "core fundamentals," such as ARPU and user growth, have been consistently coming in ahead of his prior expectations. 3. Phillips 66 (PSX) upgraded to Outperform from Market Perform at Wells Fargo with analyst Roger Read saying the IMO 2020 low sulfur marine fuel rule in his estimation will be a positive for the U.S. Independent Refiners. 4. Agnico Eagle (AEM) upgraded to Outperform from Market Perform at BMO Capital with analyst Andrew Kaip saying the company stands to benefit from "solid production growth" of 30% through 2020 following the addition of Meliadine assets into the pipeline and an improving free cash flow profile. 5. Occidental Petroleum (OXY) upgraded to Overweight from Equalweight at Capital One. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/06/18
MSCO
06/06/18
NO CHANGE
MSCO
Morgan Stanley says Softbank stake in Cruise significant 'far beyond' just GM
Morgan Stanley analyst Adam Jonas said Softbank's (SFTBF) recently announced investment in GM Cruise "carries significance far beyond" General Motors (GM), arguing that the increasingly conspicuous involvement of "outside validators" such as large-cap tech firms and prominent investors can accelerate perception change in the capital markets about "Auto 2.0." He envisions the possible formation of two different companies currently held under one automaker's roof, which he dubs an Auto 2.0 "Yieldco" and an Auto 2.0 "Growthco." Converting car owners into monthly subscribers could open up significant revenue, profit, and value opportunities for traditional automakers, argues Jonas in a note to investors. Other automaking "OEMs" include Ford (F), Daimler (DDAIF), Toyota (TM), Honda (HMC), Fiat Chrysler (FCAU) and BMW Group (BAMXY).
06/06/18
MSCO
06/06/18
NO CHANGE
Target $16
MSCO
Overweight
Morgan Stanley questions if Ford has a 'business problem or a marketing problem'
Morgan Stanley analyst Adam Jonas estimate that Ford's F-Series pickup truck will produce $42B of revenues in 2018 and produce net income of approximately $6.5B. Excluding Ford Motor, he believes the F-Series franchise would rank #72 on the Fortune 500 list by revenues and that the F-Series ranks "well inside the top 50 companies" in the U.S. in terms of profitability. Given these estimates, Jonas wonders in his note to investors whether Ford has "a business problem or a marketing problem," questioning if the stock market just does "not appreciate the extremely large value of the F-Series business" or if it offsets this large value with "an implied large negative value" of over $10B for the rest of Ford's business. Jonas maintains an Overweight rating and $16 price target on Ford shares.

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Amazon.com

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YETI

Yeti

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0.97 (4.43%)

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Loews

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0.785 (1.71%)

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EQIX

Equinix

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1.16 (0.28%)

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0.625 (0.61%)

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Equinix

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CoreSite Realty

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IRM

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0.015 (0.16%)

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Nokia

$6.31

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ERIC

Ericsson

$9.36

0.015 (0.16%)

SSNLF

Samsung

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CSCO

Cisco

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1.05 (2.17%)

JNPR

Juniper

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COP

ConocoPhillips

$70.13

1.04 (1.51%)

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Murphy Oil

$29.23

0.59 (2.06%)

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COP

ConocoPhillips

$70.13

1.04 (1.51%)

MUR

Murphy Oil

$29.23

0.59 (2.06%)

CVX

Chevron

$119.30

1.19 (1.01%)

VLO

Valero

$84.34

0.75 (0.90%)

XOM

Exxon Mobil

$77.74

1.47 (1.93%)

MRO

Marathon Oil

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AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

12:45
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ICE

IntercontinentalExchange

$75.49

-0.46 (-0.61%)

, NDAQ

Nasdaq

$87.74

0.56 (0.64%)

12:28
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Periodicals
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ICE

IntercontinentalExchange

$75.49

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NDAQ

Nasdaq

$87.74

0.56 (0.64%)

CGC

Canopy Growth

$47.54

1.49 (3.24%)

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AMD

AMD

$23.68

0.55 (2.38%)

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Intel

$51.64

0.85 (1.67%)

08:43
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On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

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AMD

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0.55 (2.38%)

INTC

Intel

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0.85 (1.67%)

MRVL

Marvell

$18.82

-0.37 (-1.93%)

MCHP

Microchip

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0.49 (0.54%)

MU

Micron

$41.99

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NVDA

Nvidia

$157.22

2.69 (1.74%)

QCOM

Qualcomm

$51.97

0.42 (0.81%)

TXN

Texas Instruments

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0.57 (0.53%)

TWTR

Twitter

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AMGN

Amgen

$188.31

1.6 (0.86%)

, ALPMY

Astellas Pharma

$0.00

(0.00%)

04:55
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Conference/Events
American Society of Clinical Oncology to hold a symposium »

2019 ASCO Genitourinary…

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Amgen

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Astellas Pharma

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AZN

AstraZeneca

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0.93 (2.33%)

BAYRY

Bayer

$0.00

(0.00%)

BMY

Bristol-Myers

$51.64

0.81 (1.59%)

CALA

Calithera Biosciences

$5.35

0.14 (2.69%)

CLVS

Clovis

$25.44

(0.00%)

DNA

Bought by RHHBY

$0.00

(0.00%)

ESALY

Eisai

$0.00

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EXEL

Exelixis

$22.26

-0.05 (-0.22%)

IMMU

Immunomedics

$14.23

0.225 (1.61%)

INO

Inovio

$3.70

0.01 (0.27%)

MRK

Merck

$79.84

0.9 (1.14%)

MYOV

Myovant Sciences

$21.48

0.1 (0.47%)

MYGN

Myriad Genetics

$31.41

0.53 (1.72%)

NH

NantHealth

$0.60

(0.00%)

NVS

Novartis

$89.89

0.865 (0.97%)

PFE

Pfizer

$42.41

0.45 (1.07%)

PGNX

Progenics

$4.87

0.13 (2.74%)

SGEN

Seattle Genetics

$71.48

2.92 (4.26%)

SNY

Sanofi

$42.51

0.94 (2.26%)

TYME

Tyme Technologies

$3.19

0.055 (1.76%)

AVEO

Aveo Pharmaceuticals

$0.62

0.0092 (1.51%)

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WES

Western Gas Partners

$49.52

0.38 (0.77%)

, WGP

Western Gas Equity

$32.38

0.2 (0.62%)

19:30
02/15/19
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Recommendations
Western Gas Partners, Western Gas Equity analyst commentary at MUFG »

MUFG raises price targets…

WES

Western Gas Partners

$49.52

0.38 (0.77%)

WGP

Western Gas Equity

$32.38

0.2 (0.62%)

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PXD

Pioneer Natural

$145.33

2.27 (1.59%)

19:19
02/15/19
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19:19
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19:19
Recommendations
Pioneer Natural analyst commentary at MUFG »

Pioneer Natural price…

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ZTS

Zoetis

$95.38

2.16 (2.32%)

18:42
02/15/19
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Hot Stocks
Zoetis CEO says: 'Diagnostics are more important in animals than humans' »

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JNJ

Johnson & Johnson

$136.40

2.13 (1.59%)

18:22
02/15/19
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Johnson & Johnson CEO: 'We ended 2018 with great results' »

In an interview on…

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WIN

Windstream

$3.37

0.2 (6.31%)

, UNIT

Uniti Group

$20.00

0.53 (2.72%)

18:18
02/15/19
02/15
18:18
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18:18
Periodicals
Court says Windstream defaulted on bonds in 2015, Bloomberg says »

A court has ruled that…

WIN

Windstream

$3.37

0.2 (6.31%)

UNIT

Uniti Group

$20.00

0.53 (2.72%)

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BHVN

Biohaven Pharmaceutical

$45.32

1.36 (3.09%)

18:14
02/15/19
02/15
18:14
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18:14
Hot Stocks
Biohaven treatment of multiple system atrophy granted FDA orphan designation »

According to a post on…

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AMGN

Amgen

$188.31

1.6 (0.86%)

18:11
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02/15
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18:11
Hot Stocks
Amgen treatment of Acute Myeloid Leukemia granted FDA orphan designation »

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CE

Celanese

$100.19

1.19 (1.20%)

18:02
02/15/19
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18:02
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18:02
Hot Stocks
Celanese announces Acetyl Intermediates price increases in China »

Celanese will increase…

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WIN

Windstream

$3.37

0.2 (6.31%)

, UNIT

Uniti Group

$20.00

0.53 (2.72%)

17:58
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02/15
17:58
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17:58
Periodicals
Court says Windstream defaulted on bonds in 2015, Bloomberg says »

A court has ruled that…

WIN

Windstream

$3.37

0.2 (6.31%)

UNIT

Uniti Group

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0.53 (2.72%)

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GLD

SPDR Gold Shares

$124.81

0.77 (0.62%)

17:41
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Hot Stocks
SPDR Gold Shares holdings fall to 793.03MT from 796.85MT »

This is the lowest level…

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MDLZ

Mondelez

$48.17

0.84 (1.77%)

17:26
02/15/19
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17:26
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17:26
Hot Stocks
Mondelez to transfer listing of debt securities to Nasdaq »

Mondelez International,…

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FN

Fabrinet

$55.23

0.67 (1.23%)

17:25
02/15/19
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17:25
02/15/19
17:25
Hot Stocks
Fabrinet CFO sells 20K shares of common stock »

In a regulatory filing,…

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UBER

Uber

$0.00

(0.00%)

17:24
02/15/19
02/15
17:24
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17:24
Periodicals
Uber sues NYC over move to cap number of ride-hailing drivers, Bloomberg says »

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$277.40

2.93 (1.07%)

17:19
02/15/19
02/15
17:19
02/15/19
17:19
Periodicals
House Democrats to probe POTUS emergency declaration, Bloomberg says »

The House Judiciary…

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S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$277.40

2.93 (1.07%)

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ORCL

Oracle

$51.71

0.25 (0.49%)

17:11
02/15/19
02/15
17:11
02/15/19
17:11
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Oracle authorizes additional $12B stock buyback under existing program »

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