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COF

Capital One

$95.62

-1.47 (-1.51%)

15:34
07/19/18
07/19
15:34
07/19/18
15:34

Capital One options imply 5.4% move in share price post-earnings, above median historical move

Pre-earnings options volume in Capital One is 4.2x normal with calls leading puts 10:9. Implied volatility suggests the market is anticipating a move near 5.4%, or $5.14, after results are released. Median move over the past eight quarters is 1.4%.

  • 19

    Jul

COF Capital One
$95.62

-1.47 (-1.51%)

07/13/18
BTIG
07/13/18
NO CHANGE
Target $44
BTIG
Buy
Synchrony may have 'upper hand' in Walmart credit card bidding, says BTIG
BTIG analyst Mark Palmer is keeping his Buy rating and $44 price target on Synchrony (SYF), noting the 5.3% decline in its stock price after media reports that Walmart (WMT) is considering shifting its credit card program to Capital One (COF). The analyst believes that Synchrony may still have the upper hand over Capital One because Walmart's objective to build out its digital wallet and mobile payment capabilities is better served by Synchrony's "understated solid experience helping retailers to develop their mobile capabilities" given its recent acquisition of GPShopper, which assists retailers in developing mobile apps. Palmer adds that given the risks and complexity around the transfer of a store-card program, Walmart should require a "very significant advantage", and it is more likely that it will renew its Synchony agreement at "somewhat less favorable terms for the issuer".
07/13/18
FBCO
07/13/18
NO CHANGE
Target $45
FBCO
Outperform
Synchrony 'unlikely' to lose Walmart contract, says Credit Suisse
Credit Suisse analyst Moshe Orenbuch said he believes Synchrony Financial (SYF) is likely to retain its credit card contract with Walmart (WMT) following a Bloomberg report that said Capital One (COF) is bidding for the portfolio. Orenbuch says this is "not an ideal partnership" for Capital One, because while it has been a long-time player in the nonprime card business, he feels it is "less likely" that it would be comfortable acquiring a large portfolio with potential significant nonprime component such as the Walmart portfolio, particularly when it did not underwrite the loans. Orenbuch says that if Synchrony does retain the contract, which is expected to expire in 2019, the company will most likely have to cede more economics to Walmart in terms of profit sharing.
07/13/18
SUSQ
07/13/18
NO CHANGE
SUSQ
Susquehanna says Walmart card flip could be loss for First Data, win for TSYS
After Bloomberg reported yesterday that Capital One (COF) is bidding to issue Walmart's (WMT) private-label card and replace incumbent Synchrony (SYF), Susquehanna analyst James Friedman noted that TSYS (TSS) is used by Capitol One for its issuer processing, while First Data (FDC) processes for Synchrony. If TSYS were to win the issuer processing business of the Walmart cards via a successful Capital One bid, Friedman estimates it could represent revenue upside of $11M-$15M. The firm has Positive ratings on First Data, Synchrony and TSYS.
07/13/18
SPHN
07/13/18
NO CHANGE
Target $100
SPHN
Overweight
Stephens says Walmart move to Capital One cards would be opportunity for TSYS
After Bloomberg reported yesterday that Walmart (WMT) is considering moving its private-label and or co-brand card portfolios to Capital One (COF) from incumbent Synchrony (SYF), Stephens analyst Brett Huff called the potential switch an possible opportunity for TSYS (TSS), which he notes is the card issuer processor for Capital One. He estimates this move, if it happens, could represent about a $15M revenue opportunity for TSYS. Huff keeps an Overweight rating and $100 price target on TSYS shares.

TODAY'S FREE FLY STORIES

BBX

BBX Capital

$4.95

-0.06 (-1.20%)

, BXG

Bluegreen Vacations

$14.91

-0.2 (-1.32%)

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BBX

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$4.95

-0.06 (-1.20%)

BXG

Bluegreen Vacations

$14.91

-0.2 (-1.32%)

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RTN

Raytheon

$180.57

-2.05 (-1.12%)

17:21
05/22/19
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17:21
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Raytheon awarded $234.64M Navy contract »

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  • 30

    May

  • 05

    Jun

WEX

Wex

$203.30

-1.56 (-0.76%)

17:20
05/22/19
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17:20
Hot Stocks
Wex CEO sells 5K shares of common stock »

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  • 28

    May

  • 05

    Jun

RTLR

Rattler Midstream

$0.00

(0.00%)

17:19
05/22/19
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17:19
Syndicate
Rattler Midstream 38M share IPO priced at $17.50 »

The IPO was upsized to…

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  • 23

    May

GILD

Gilead

$66.51

-0.01 (-0.02%)

17:19
05/22/19
05/22
17:19
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17:19
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Gilead rating change  »

Gilead upgraded to Buy…

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  • 31

    May

SERV

ServiceMaster

$54.18

-0.1 (-0.18%)

17:18
05/22/19
05/22
17:18
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17:18
Hot Stocks
ServiceMaster director sells 8.5K shares of common stock »

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  • 05

    Jun

  • 18

    Jun

AMGN

Amgen

$171.29

1.67 (0.98%)

17:18
05/22/19
05/22
17:18
05/22/19
17:18
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Amgen rating change  »

Amgen upgraded to Buy…

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  • 31

    May

SBLK

Star Bulk Carriers

$8.13

-0.13 (-1.57%)

17:17
05/22/19
05/22
17:17
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17:17
Earnings
Star Bulk Carriers reports Q1 EPS (9c), consensus (4c) »

Reports Q1 revenue…

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  • 23

    May

IBM

IBM

$136.34

-0.12 (-0.09%)

17:14
05/22/19
05/22
17:14
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17:14
Hot Stocks
IBM awarded $275M DMEA contract »

IBM has been awarded a…

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  • 22

    May

AVP

Avon Products

$3.49

0.295 (9.23%)

17:09
05/22/19
05/22
17:09
05/22/19
17:09
Hot Stocks
Avon Products jumps another 16% after Natura confirms deal »

Shares of Avon are up 56c…

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HSBC

HSBC

$41.72

0.02 (0.05%)

17:05
05/22/19
05/22
17:05
05/22/19
17:05
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HSBC rating change  »

HSBC upgraded to Buy from…

03/08/13
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  • 03

    Jun

AVP

Avon Products

$3.49

0.295 (9.23%)

17:04
05/22/19
05/22
17:04
05/22/19
17:04
Hot Stocks
Natura confirms Avon Products deal with combined group's enterprise value $11B »

Natura &Co announces…

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SITE

SiteOne Landscape

$64.36

-2.095 (-3.15%)

17:02
05/22/19
05/22
17:02
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17:02
Hot Stocks
SiteOne Landscape acquires Stone and Soil Depot in San Antonio »

SiteOne Landscape…

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  • 05

    Jun

  • 05

    Jun

RJF

Raymond James

$85.16

-0.64 (-0.75%)

16:53
05/22/19
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16:53
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16:53
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Breaking Hot Stocks news story on Raymond James »

Raymond James reports…

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NTAP

NetApp

$67.08

-2.93 (-4.19%)

16:45
05/22/19
05/22
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16:45
Hot Stocks
Breaking Hot Stocks news story on NetApp »

NetApp down 6% after Q4…

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  • 22

    May

  • 06

    Jun

  • 09

    Jul

YNDX

Yandex

$37.67

0.255 (0.68%)

16:43
05/22/19
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Yandex appoints Tigran Khudaverdyan Deputy CEO »

Yandex announced the…

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PRTA

Prothena

$9.21

-0.31 (-3.26%)

16:39
05/22/19
05/22
16:39
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16:39
Syndicate
Breaking Syndicate news story on Prothena »

Prothena files to sell…

03/08/13
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LQDA

Liquidia Technologies

$10.34

0.28 (2.78%)

16:39
05/22/19
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Hot Stocks
Liquidia Technologies appoints Richard Katz CFO »

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WHR

Whirlpool

$131.06

-1.5 (-1.13%)

16:36
05/22/19
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16:36
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16:36
Hot Stocks
Whirlpool reaffirms 2019 guidance, looks for ROIC of 12-14% in long-term »

Whirlpool is meeting with…

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  • 23

    May

CPK

Chesapeake Utilities

$93.79

0.47 (0.50%)

16:36
05/22/19
05/22
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16:36
Hot Stocks
Chesapeake Utilities and TECO Peoples Gas partner on Callahan Pipeline, Florida »

Chesapeake…

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LB

L Brands

$21.50

-1.185 (-5.22%)

16:35
05/22/19
05/22
16:35
05/22/19
16:35
Hot Stocks
Breaking Hot Stocks news story on L Brands »

L Brands spikes over 10%…

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  • 23

    May

HTHT

Huazhu Group

$34.41

-0.47 (-1.35%)

16:35
05/22/19
05/22
16:35
05/22/19
16:35
Earnings
Breaking Earnings news story on Huazhu Group »

Huazhu Group sees Q2…

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  • 22

    May

  • 23

    May

LB

L Brands

$21.50

-1.185 (-5.22%)

16:34
05/22/19
05/22
16:34
05/22/19
16:34
Hot Stocks
Breaking Hot Stocks news story on L Brands »

L Brands reports Q1 total…

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  • 23

    May

HTHT

Huazhu Group

$34.41

-0.47 (-1.35%)

16:33
05/22/19
05/22
16:33
05/22/19
16:33
Earnings
Huazhu Group reports Q1 adj. EPS 11c, consensus 15c »

Reports Q1 revenue $356M,…

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  • 22

    May

  • 23

    May

LB

L Brands

$21.50

-1.185 (-5.22%)

16:33
05/22/19
05/22
16:33
05/22/19
16:33
Earnings
L Brands narrows FY19 EPS view higher to $2.30-$2.60 from $2.20-$2.60 

Consensus $2.39

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  • 23

    May

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