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COF

Capital One

$95.55

-1.54 (-1.59%)

16:06
07/19/18
07/19
16:06
07/19/18
16:06

Capital One reports Q2 adjusted EPS $3.22, consensus $2.63

Reports Q2 revenue $7.2B, consensus $6.95B.

  • 19

    Jul

COF Capital One
$95.55

-1.54 (-1.59%)

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.
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
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
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".

TODAY'S FREE FLY STORIES

16:45
05/20/19
05/20
16:45
05/20/19
16:45
General news
Fed's Williams said the Fed has changed its view on the Phillips Curve relationship »

Fed's Williams said…

VNE

Veoneer

$18.89

0.02 (0.11%)

16:43
05/20/19
05/20
16:43
05/20/19
16:43
Syndicate
Veoneer files to sell $350M of common stock, $150M of convertible senior notes »

Veoneer announced that it…

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  • 23

    May

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    Jun

VYGR

Voyager Therapeutics

$21.87

-0.28 (-1.26%)

16:36
05/20/19
05/20
16:36
05/20/19
16:36
Hot Stocks
Voyager Therapeutics announces retirement of chief scientific officer Dinah Sah »

Voyager Therapeutics…

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  • 13

    Jun

OCUL

Ocular Therapeutix

$3.36

-0.1 (-2.89%)

16:35
05/20/19
05/20
16:35
05/20/19
16:35
Hot Stocks
Breaking Hot Stocks news story on Ocular Therapeutix »

Ocular Therapeutix…

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  • 11

    Jun

  • 10

    Nov

HI

Hillenbrand

$38.98

0.05 (0.13%)

16:34
05/20/19
05/20
16:34
05/20/19
16:34
Initiation
Hillenbrand initiated  »

Hillenbrand initiated…

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  • 05

    Jun

VAR

Varian Medical

$130.48

-0.26 (-0.20%)

16:34
05/20/19
05/20
16:34
05/20/19
16:34
Earnings
Varian Medical cuts FY19 adj. EPS view to $4.55-$4.70 from $4.60-$4.75 »

Consensus $4.70. Backs…

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  • 20

    May

  • 31

    May

MRK

Merck

$78.86

0.15 (0.19%)

16:34
05/20/19
05/20
16:34
05/20/19
16:34
Hot Stocks
Merck announces Phase 3 KEYNOTE-119 trial does not meet OS primary endpoint »

Merck announced that the…

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  • 28

    May

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    May

  • 03

    Jun

  • 17

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    Jun

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    Jun

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    Jul

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    Jul

  • 06

    Aug

  • 20

    Sep

VAR

Varian Medical

$130.48

-0.26 (-0.20%)

16:33
05/20/19
05/20
16:33
05/20/19
16:33
Hot Stocks
Varian to acquire Cancer Treatment Services for $283M »

Varian Medical Systems…

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  • 20

    May

  • 31

    May

NDSN

Nordson

$130.42

-4.8 (-3.55%)

16:33
05/20/19
05/20
16:33
05/20/19
16:33
Hot Stocks
Nordson CEO says 'continue to forecast organic growth' for 2019 »

CEO Michael Hilton…

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  • 21

    May

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    Jun

  • 13

    Jun

NDSN

Nordson

$130.42

-4.8 (-3.55%)

16:32
05/20/19
05/20
16:32
05/20/19
16:32
Hot Stocks
Breaking Hot Stocks news story on Nordson »

Nordson reports Q2…

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  • 21

    May

  • 05

    Jun

  • 13

    Jun

REGN

Regeneron

$302.51

-2.3 (-0.75%)

, NVS

Novartis

$82.02

-0.7 (-0.85%)

16:31
05/20/19
05/20
16:31
05/20/19
16:31
Initiation
Regeneron, Novartis, Sanofi initiated at Credit Suisse »

Regeneron initiated with…

REGN

Regeneron

$302.51

-2.3 (-0.75%)

NVS

Novartis

$82.02

-0.7 (-0.85%)

SNY

Sanofi

$41.40

-0.53 (-1.26%)

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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  • 20

    May

  • 23

    May

  • 31

    May

  • 14

    Jun

  • 26

    Jun

TMO

Thermo Fisher

$263.13

1.44 (0.55%)

16:31
05/20/19
05/20
16:31
05/20/19
16:31
Hot Stocks
Thermo Fisher to invest $50M to expand bioproduction capabilities »

Thermo Fisher announced…

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  • 22

    May

  • 22

    May

  • 31

    May

  • 02

    Dec

NDSN

Nordson

$130.42

-4.8 (-3.55%)

16:31
05/20/19
05/20
16:31
05/20/19
16:31
Earnings
Nordson reports Q2 adjusted EPS $1.54, consensus $1.60 »

Reports Q2 revenue…

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  • 21

    May

  • 05

    Jun

  • 13

    Jun

NBIX

Neurocrine

$76.64

-2.39 (-3.02%)

16:31
05/20/19
05/20
16:31
05/20/19
16:31
Initiation
Neurocrine initiated  »

Neurocrine initiated with…

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  • 22

    May

CNS

Cohen & Steers

$50.01

-0.275 (-0.55%)

, TROW

T. Rowe Price

$104.18

-0.24 (-0.23%)

16:31
05/20/19
05/20
16:31
05/20/19
16:31
Hot Stocks
Cohen & Steers names Paul Zettl chief marketing officer »

Paul Zettl has joined…

CNS

Cohen & Steers

$50.01

-0.275 (-0.55%)

TROW

T. Rowe Price

$104.18

-0.24 (-0.23%)

03/08/13
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03/06/13
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03/06/13
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  • 11

    Jun

16:30
05/20/19
05/20
16:30
05/20/19
16:30
Options
Preliminary option volume of 17.5M today »

Preliminary option volume…

VRTX

Vertex

$165.71

-2.97 (-1.76%)

16:29
05/20/19
05/20
16:29
05/20/19
16:29
Initiation
Vertex initiated at Credit Suisse »

Vertex initiated with an…

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  • 05

    Jun

ASNA

Ascena Retail

$1.13

-0.125 (-9.96%)

16:28
05/20/19
05/20
16:28
05/20/19
16:28
Hot Stocks
Ascena Retail announces wind down of Dressbarn »

Ascena Retail announced…

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GILD

Gilead

$65.85

-0.49 (-0.74%)

16:26
05/20/19
05/20
16:26
05/20/19
16:26
Initiation
Gilead initiated at Credit Suisse »

Gilead initiated with a…

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  • 31

    May

BIIB

Biogen

$230.70

1.49 (0.65%)

16:24
05/20/19
05/20
16:24
05/20/19
16:24
Initiation
Biogen initiated at Credit Suisse »

Biogen initiated with an…

03/08/13
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  • 29

    May

  • 05

    Jun

SWI

SolarWinds

$19.16

0.04 (0.21%)

16:23
05/20/19
05/20
16:23
05/20/19
16:23
Syndicate
SolarWinds files to sell 17.25M shares of common stock »

JPMorgan, Goldman Sachs,…

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  • 21

    May

  • 23

    May

AMGN

Amgen

$168.36

-1.5 (-0.88%)

16:21
05/20/19
05/20
16:21
05/20/19
16:21
Initiation
Amgen initiated at Credit Suisse »

Amgen initiated with an…

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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  • 21

    May

  • 31

    May

GM

General Motors

$36.98

-0.02 (-0.05%)

16:21
05/20/19
05/20
16:21
05/20/19
16:21
Periodicals
GM plans wind-down of Maven car-sharing service in some cities, WSJ says »

According to the Wall…

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  • 22

    May

  • 04

    Jun

  • 05

    Jun

  • 01

    Aug

DBVT

DBV Technologies

$8.98

-0.21 (-2.29%)

, AIMT

Aimmune

$19.68

-0.41 (-2.04%)

16:20
05/20/19
05/20
16:20
05/20/19
16:20
Initiation
DBV Technologies, Aimmune initiated  »

Aimmune assumed with an…

DBVT

DBV Technologies

$8.98

-0.21 (-2.29%)

AIMT

Aimmune

$19.68

-0.41 (-2.04%)

03/08/13
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03/06/13
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  • 23

    May

  • 13

    Sep

VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

16:20
05/20/19
05/20
16:20
05/20/19
16:20
Options
Closing CBOE SPX and VIX Index summary for May 20th »

The CBOE Volatility Index…

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