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ROK

Rockwell Automation

$183.13

12.68 (7.44%)

, HCA

HCA Healthcare

$115.70

7.58 (7.01%)

09:55
07/25/18
07/25
09:55
07/25/18
09:55

Early notable gainers among liquid option names on July 25th

Notable gainers among liquid option names this morning include Rockwell Automation (ROK) $182.65 +12.25, HCA Holdings (HCA) $115.73 +7.65, Robert Half (RHI) $73.54 +4.61, FLIR Systems (FLIR) $55.02 +2.58, and Total System (TSS) $94.95 +4.33.

ROK

Rockwell Automation

$183.13

12.68 (7.44%)

HCA

HCA Healthcare

$115.70

7.58 (7.01%)

RHI

Robert Half

$72.79

3.85 (5.58%)

FLIR

Flir Systems

$55.55

3.145 (6.00%)

TSS

TSYS

$95.24

4.72 (5.21%)

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    Aug

ROK Rockwell Automation
$183.13

12.68 (7.44%)

07/16/18
07/16/18
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. Netflix (NFLX) downgraded to Underperform from Neutral at Buckingham with analyst Matthew Harrigan saying he estimates that the stock's current price implies "optimistic" views of the company reaching 360M global members in 2025 and 505M by 2033 along with a long-term operating profit margin near 35%. 2. Rockwell Automation (ROK) downgraded to Sell from Neutral at Goldman Sachs while Parker-Hannifin (PH) was downgraded to Neutral from Buy. 3. FedEx (FDX) downgraded to Neutral from Buy at UBS with analyst Thomas Wadewitz saying with a large global Express business representing 55% of revenue and about 13% of revenue linked to Asia, FedEx is exposed to risk from tariffs and potentially slower trade activity. 4. Hasbro (HAS) downgraded to Underperform from Market Perform at BMO Capital with analyst Gerrick Johnson saying the liquidation of Toys R US may be "more impactful than investors realize" after the initial 9% rally in the stock price on "relief that things were not worse," even as retailers are becoming more selective in the "pantry loading" inventory restocking process. 5. Intrexon (XON) downgraded to Underperform from Neutral at BofA/Merrill with analyst Derik de Bruin citing lack of near-term catalysts and lack of contribution from "advanced" programs until 2020s. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/16/18
07/16/18
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. Aptinyx (APTX) initiated with an Overweight at JPMorgan and an Outperform at BMO Capital as well as Aptinyx (APTX). 2. Magenta Therapeutics (MGTA) initiated with an Outperform at Wedbush, an Outperform at Cowen and JPMorgan, as well as a Buy at Goldman Sachs. 3. Wyndham Destinations (WYND) and Marriott Vacations (VAC) were initiated with a Buy at Jefferies while Hilton Grand Vacations (HGV) was initiated with a Hold. 4. AvroBio (AVRO) initiated with an Outperform at Wedbush, Cowen, and Wells Fargo, and an Overweight at Morgan Stanley. 5. Keurig Dr Pepper (KDP) resumed with a Buy 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.
06/27/18
WOLF
06/27/18
INITIATION
Target $190
WOLF
Peer Perform
Rockwell Automation initiated with a Peer Perform at Wolfe Research
Wolfe Research initiated Rockwell Automation with a Peer Perform and price target of $190.
07/16/18
GSCO
07/16/18
DOWNGRADE
Target $156
GSCO
Sell
Rockwell Automation downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Joe Ritchie downgraded Rockwell Automation (ROK) to Sell and lowered his price target for the shares to $156 from $170. The analyst this morning also downgraded Parker-Hannifin (PH) to Neutral. He believes Rockwell Automation's risk/reward skews negative as the company's earnings and growth decelerate. Further, peak cycle concerns are likely to persist, Ritchie tells investors in a research note.
HCA HCA Healthcare
$115.70

7.58 (7.01%)

05/09/18
MZHO
05/09/18
NO CHANGE
Target $35
MZHO
Buy
Tenet price target raised to $35 from $29 at Mizuho
Mizuho analyst Ann Hynes raised her price target for Tenet Healthcare (THC) to $35 as part of her Hospital model updates following the Q1 earnings season. The analyst reiterates a Buy rating on the shares. She also keeps Buy ratings on HCA Healthcare (HCA) and Universal Health (UHS).
03/23/18
MZHO
03/23/18
INITIATION
Target $115
MZHO
Buy
HCA Healthcare resumed with a Buy at Mizuho
Mizuho analyst Ann Hynes resumed coverage of HCA Healthcare with a Buy rating and $115 price target.
07/23/18
GSCO
07/23/18
NO CHANGE
GSCO
Deal activity could pick up after LifePoint takeout, says Goldman Sachs
Goldman Sachs analyst Stephen Tanal said that although the hospital industry appears to be grappling with secular challenges, hospitals are still generating meaningful and relatively predictable cash flows and mostly trading at lower multiples than other stocks in the broader healthcare space. Given an environment in which rates are low, credit is available and financial buyers have "dry powder," he believes deal activity could pick up following LifePoint's (LPNT) agreement to be bought by Apollo Global (APO) affiliates. Community Health (CYH), like LifePoint, should be "relevant for years to come" as its hospitals are often the sole provider of acute healthcare services in small towns or rural areas, according to Tanal. HCA Healthcare (HCA), in contrast, is positioned in fast-growing markets with high levels of commercial coverage, Tanal added.
02/12/18
ARGS
02/12/18
NO CHANGE
Target $114
ARGS
Buy
HCA Healthcare price target raised to $114 from $97 at Argus
Argus analyst Jasper Hellweg raised his price target on HCA Healthcare to $114 and kept his Buy rating after Q4 earnings, pointing to the company's strong guidance, positive impact of U.S. tax changes, and expanding business. The analyst also initiates a FY19 EPS view of $9.26, which implies a 8.4% increase from his expected FY18 forecast in addition to his modeled 11% rise in FY19 revenue. Hellweg adds that the company has been able to respond to greater competition in the commercial market and a less favorable payer mix with acquisitions and the strategic use of big data.
RHI Robert Half
$72.79

3.85 (5.58%)

07/25/18
BMOC
07/25/18
NO CHANGE
Target $75
BMOC
Market Perform
Robert Half price target raised to $75 from $68 at BMO Capital
BMO Capital analyst Jeffrey Silber raised his price target on Robert Half to $75 and kept his Market Perform rating after its Q2 EPS beat, driven by higher revenue and margins amid accelerating annual growth across all major segments. The analyst notes that Protiviti, as well as Accountemps and RH Technology in temps were especially strong and also cites indications of accelerating growth in both Temp and Perm demand in July. Silber believes the stock price should respond positively to this latest earnings and outlook update, but also states that the stock is "fairly valued".
07/18/18
LEHM
07/18/18
NO CHANGE
Target $72
LEHM
Overweight
Barclays prefers Robert Half to Manpower into Q2 earnings
Barclays analyst Manav Patnaik views the setup for Robert Half (RHI) into the company's Q2 results as positive given the "constructive" U.S. macro environment, "manageable" near-term comps and "encouraging" management commentary. The analyst sees another "beat and raise" quarter and upped his price target for the shares to $72 from $66. On the other side, Patnaik sees "several incrementally negative items that will likely continue to pressure shares" of Manpower (MAN) in the near-term. The analyst highlights the continued deceleration in French temp hiring data and the strengthening U.S. dollar as headwinds. He lowered his price target for Manpower to $90 from $115 and keeps an Underweight rating on the shares. Patnaik prefers Robert Half to Manpower into the earnings prints.
04/09/18
NOMU
04/09/18
NO CHANGE
Target $70
NOMU
Buy
Robert Half price target raised to $70 from $67 at Nomura Instinet
Nomura Instinet analyst Dan Dolev raised his price target for Robert Half to $70 saying his firm's predictive model of companies' capital spending versus Robert Half's temp organic growth points to "yet another positive inflection" in Q1. The algorithm predicts the acceleration in spend spend across multiple end-markets could drive 5%-plus organic temp growth in Q1, Dolev tells investors in a research note. He raised his estimates for Robert Half and reiterates a Buy rating on the shares.
04/03/18
04/03/18
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. U.S. Steel (X) upgraded to Buy from Neutral at Citi with analyst Alexander Hacking saying he sees "good value" at 10% free cash flow yield in 2018-2019 and "considerably higher" in 2020 and beyond. 2. Schlumberger (SLB) upgraded to Buy from Hold at SunTrust with analyst Ken Sill saying that the company is typically "one of the best stocks to own in down markets" to maintain exposure to oil field services based on its diversification in product and geography. 3. Baker Hughes (BHGE) upgraded to Overweight from Neutral at Piper Jaffray with analyst Bill Herbert citing relative valuation, balance sheet strength and the company's capital light business model for the upgrade. 4. Robert Half (RHI) upgraded to Overweight from Equal Weight at Barclays with analyst Manav Patnaik saying he views the company's positioning in the U.S. as strong and he favors the shares to Manpower (MAN), which he downgraded this morning to Underweight. 5. Cognex (CGNX) upgraded to Neutral from Underweight at JPMorgan with analyst Paul Coster saying he believes the current valuation is justified by growth expectations for fiscal 2018 and recommends those short take profits following the recent pullback. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
FLIR Flir Systems
$55.55

3.145 (6.00%)

05/18/18
WBLR
05/18/18
INITIATION
WBLR
Market Perform
Flir Systems assumed with a Market Perform at William Blair
William Blair analyst Louie DiPalma assumed coverage of Flir Systems with a Market Perform rating following the company's analyst day. It remains too early to tell how the company will transition to become more vertically integrated when its core competency is sensors, DiPalma tells investors in a research note.
05/07/18
05/07/18
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. Parker-Hannifin (PH) downgraded to In Line from Outperform at Evercore ISI. 2. Flir Systems (FLIR) downgraded to Hold from Buy at Drexel Hamilton with the firm citing valuation. 3. Buckeye Partners (BPL) downgraded to Neutral from Buy at Citi with analyst Eric Genco saying he sees the company's "financial recovery story turning into a longer story than expected." 4. Shake Shack (SHAK) downgraded to Underweight from Neutral at JPMorgan with analyst John Ivankoe citing valuation. 5. SiriusXM (SIRI) downgraded to Neutral from Buy at Buckingham with analyst Matthew Harrigan saying his downgrade is not predicated on any view on a change in fundamentals at Sirius, but rather is due to the availability of Liberty SiriusXM (LSXMA) as a "near pure play" alternative trading at a "remarkable" 33% discount. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/07/18
DRXL
05/07/18
DOWNGRADE
DRXL
Hold
Flir Systems downgraded to Hold from Buy at Drexel Hamilton
Drexel Hamilton downgraded Flir Systems to Hold citing valuation.
01/08/18
01/08/18
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. United Technologies (UTX) upgraded to Buy from Neutral at Goldman Sachs with analyst Noah Poponak saying he believes United Technologies is within the year of maximum new engine loss on Geared Turbofan engines, or GTFs, and thinks the market will begin to look beyond that peak loss and give increased consideration to substantial longer-term cash flows. 2. Caterpillar (CAT) upgraded to Overweight from Neutral at JPMorgan with analyst Ann Duignan saying she believes the stock still has "significant upside" despite the outperformance in 2017. 3. Flir Systems (FLIR) upgraded to Buy from Hold at SunTrust with analyst Michael Ciarmoli citing the company's realigned segment structure under the new management team with a sharper focus on the larger government and industrial end-markets, forecasting outperformance driven by RAID order flow and new Department of Defense procurement initiatives. 4. Applied Materials (AMAT) upgraded to Strong Buy from Buy at Needham with analyst Y. Edwin Mok saying he is positive on the company's "balanced WFE exposure across segments" amid the likelihood of moderating NAND growth. 5. Western Union (WU) upgraded to Neutral from Negative at Susquehanna with analyst James Friedman saying he believes the company may be working with Ripple Labs to potentially implement blockchain applications in remittance and sees that as a possible accelerator with business-to-business. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TSS TSYS
$95.24

4.72 (5.21%)

07/25/18
WELS
07/25/18
NO CHANGE
Target $100
WELS
Outperform
TSYS price target raised to $100 from $95 at Wells Fargo
Wells Fargo analyst Timothy Willi raised his price target for TSYS to $100 from $95 after another "solid" quarter. The analyst reiterates an Outperform rating on the shares.
07/25/18
RBCM
07/25/18
NO CHANGE
Target $105
RBCM
Outperform
TSYS price target raised to $105 from $97 at RBC Capital
RBC Capital analyst Daniel Perlin raised his price target on TSYS to $105 and kept his Outperform rating, saying all 3 of its operating segments performed well in the "solid" reported Q2. The analyst also cites the upward revision in FY18 guidance, driven by the accelerating operating metrics for TSYS.
07/17/18
WOLF
07/17/18
INITIATION
Target $110
WOLF
Outperform
TSYS initiated with an Outperform at Wolfe Research
Wolfe Research analyst Darrin Peller initiated TSYS with an Outperform and $110 price target.
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.

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Proofpoint

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Check Point

$116.24

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SailPoint

$20.12

-0.27 (-1.32%)

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OVID

Ovid Therapeutics

$2.39

-0.19 (-7.36%)

04:55
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  • 17

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CLNE

Clean Energy

$2.75

-0.01 (-0.36%)

04:55
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VFF

Village Farms

$9.29

-0.125 (-1.33%)

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  • 17

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CASY

Casey's General Stores

$160.35

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CTSO

CytoSorbents

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CPXGF

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SNPS

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