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VCEL

Vericel

$10.25

0.1 (0.99%)

, TWLO

Twilio

$63.26

1.24 (2.00%)

19:06
08/06/18
08/06
19:06
08/06/18
19:06

On The Fly: After Hours Movers

UP AFTER EARNINGS: Vericel Corp (VCEL) up 15.7%... Twilio (TWLO) up 14.9%... Commercial Vehicle Group (CVGI) up 12.6%... Rapid7 (RPD) up 10.2%... Five9 (FIVN) up 9.1%... Etsy (ETSY) up 8.1%... Kennametal (KMT) Up 8.1%... Turtle Beach (HEAR) up 7.7%... Ramaco Resources (METC) up 7.2%... Manitowoc (MTW) up 5.7%... NeoPhotonics (NPTN) up 5.0%... RingCentral (RNG) up 5.0%... Tactile Systems (TCMD) up 4.6%... Oasis Petroleum (OAS) up 2.9%... Jones Energy (JONE) up 2.9%... ANSYS (ANSS) up 1.9%... Cabot (CBT) up 1.4%. DOWN AFTER EARNINGS: Gemphire Therapeutics (GEMP) down 23.7%... Zillow Group (Z) down 16.0%... Talend (TLND) down 6.9%... Diplomat Pharmacy (DPLO) down 6.8%... National CineMedia (NCMI) down 5.4%... Weight Watchers (WTW) down 4.4%... Marriott International (MAR) down 3.8%... BrightHouse Financial (BHF) down 3.8%... American States Water (AWR) down 3.7%... Luminex (LMNX) down 3.5%... Tenet Healthcare (THC) down 3.2%... Mammoth Energy (TUSK) down 2.9%... Carrizo Oil (CRZO) down 1.9%... Brooks Auto (BRKS) down 1.7%.

VCEL

Vericel

$10.25

0.1 (0.99%)

TWLO

Twilio

$63.26

1.24 (2.00%)

CVGI

Commercial Vehicle Group

$7.13

(0.00%)

RPD

Rapid7

$29.89

1.1 (3.82%)

FIVN

Five9

$35.03

1.43 (4.26%)

ETSY

Etsy

$42.45

0.88 (2.12%)

KMT

Kennametal

$38.49

0.49 (1.29%)

HEAR

Turtle Beach

$30.35

-1.91 (-5.92%)

METC

Ramaco Resources

$6.25

-0.02 (-0.32%)

MTW

Manitowoc

$25.30

0.6 (2.43%)

NPTN

NeoPhotonics

$6.86

0.22 (3.31%)

RNG

RingCentral

$81.45

1.85 (2.32%)

TCMD

Tactile Systems

$48.81

-2.02 (-3.97%)

OAS

Oasis Petroleum

$12.61

0.35 (2.85%)

JONE

Jones Energy

$0.35

0.0049 (1.44%)

ANSS

Ansys

$175.59

2.35 (1.36%)

CBT

Cabot

$67.02

0.21 (0.31%)

GEMP

Gemphire Therapeutics

$7.33

-0.2 (-2.66%)

Z

Zillow

$58.18

0.6 (1.04%)

TLND

Talend

$58.00

0.54 (0.94%)

DPLO

Diplomat Pharmacy

$21.45

0.24 (1.13%)

NCMI

National CineMedia

$8.47

0.225 (2.73%)

WTW

WW

$92.25

0.67 (0.73%)

MAR

Marriott

$129.30

1.1 (0.86%)

BHF

Brighthouse Financial

$44.15

0.39 (0.89%)

AWR

American States Water

$60.71

0.64 (1.07%)

LMNX

Luminex

$34.70

0.08 (0.23%)

THC

Tenet

$38.49

0.08 (0.21%)

TUSK

Mammoth Energy

$36.88

0.425 (1.17%)

CRZO

Carrizo Oil & Gas

$27.50

0.25 (0.92%)

BRKS

Brooks Automation

$31.51

-0.29 (-0.91%)

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VCEL Vericel
$10.25

0.1 (0.99%)

04/04/18
LEER
04/04/18
INITIATION
Target $15
LEER
Outperform
Vericel initiated with an Outperform at Leerink
Leerink analyst Danielle Antalffy started Vericel with an Outperform rating and $15 price target as she believes Vericel maintains a virtual monopoly in a highly underpenetrated articular cartilage repair market that could ultimately see open-ended growth longer-term.
07/16/18
LTCO
07/16/18
UPGRADE
Target $13
LTCO
Buy
Vericel upgraded to Buy from Neutral at Ladenburg
Ladenburg Thalmann analyst Kevin DeGeeter upgraded Vericel to Buy with a $13 price target.
03/06/18
NEED
03/06/18
NO CHANGE
Target $15
NEED
Buy
Vericel price target raised to $15 from $5 at Needham
Needham analyst Chad Messer raised his price target on Vericel to $15 after the company's Q4 results, which marked a 3rd straight quarter of above 20% revenue growth. Messer adds that the company's margins were also stronger amid higher volumes relative to Vericel's fixed cost base. The analyst keeps his Buy rating on Vericel, stating that its MACI product addresses an under-penetrated market and gives this company, which has the cash to reach profitability, "substantial momentum" in 2018.
06/20/18
LEER
06/20/18
NO CHANGE
LEER
Outperform
Vericel selloff overdone, says Leerink
Leerink analyst Danielle Antalffy notes that Vericel's (VCEL) shares have been volatile for the past a few weeks and traded lower in reaction to Histogenics' (HSGX) analyst day. The analyst believes the selloff in Vericel's shares was overdone, and would use the weakness as an entry point, given her view that Histogenics' NeoCart is not a meaningful competitive threat to MACI. Vericel maintains a virtual monopoly in a highly underpenetrated articular cartilage repair market, as well as an actual monopoly in the severe burn market, she contends. Antalffy reiterates an Outperform rating on Vericel's shares.
TWLO Twilio
$63.26

1.24 (2.00%)

06/28/18
ARGS
06/28/18
UPGRADE
ARGS
Buy
Twilio upgraded to Buy from Hold at Argus
06/27/18
MUFG
06/27/18
NO CHANGE
Target $59
MUFG
Overweight
Twilio price target raised to $59 from $50 at MUFG
MUFG analyst Stephen Bersey said Twilio's newly launched partner program, Build, should have a material effect on the growth of Flex, though he does not expect Build to drive a material increase in deployment of the company's core messaging APIs. After adjusting his estimates given his view of the improved growth prospects for the Flex initiative, Bersey raised his price target on Twilio shares to $59 and reiterated an Overweight rating.
06/28/18
06/28/18
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. Air Transport Services (ATSG) upgraded to Buy from Hold at Stifel with analyst David Ross saying shares are attractive at current levels given long-term growth prospects. 2. T-Mobile (TMUS) upgraded to Outperform from Market Perform at Wells Fargo with analyst Jennifer Fritzsche stating that recent conversations with some of his DC contacts have made him more optimistic that a deal to merge with Sprint (S) could be approved. 3. Talend (TLND) upgraded to Buy from Neutral at with analyst Tyler Radke saying a survey of Chief Data Officers shows "strong spending signals" while the company's competitive backdrop is favorable amid "increasing cloud tailwinds". 4. Regions Financial (RF) upgraded to Neutral from Underperform at Baird with analyst David George citing the recent pullback, which he thinks has made the valuation more reasonable. 5. Twilio (TWLO) upgraded to Buy from Hold at Argus with analyst Jim Kelleher saying the pullback in the stock price has created a more favorable entry point. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/28/18
ARGS
06/28/18
UPGRADE
Target $75
ARGS
Buy
Twilio upgraded to Buy at Argus on more favorable valuation
As reported earlier, Argus analyst Jim Kelleher upgraded Twilio to Buy from Hold with a price target of $75, saying the pullback in the stock price has created a more favorable entry point. Kelleher notes the company is "in the very early innings of a significant market opportunity" given its position as a "facilitator of apps that companies can embed in their sites to improve customer interaction", adding that its Build platform accelerates the "go-to-market efforts" designed to fuel the next stage of growth. The analyst also believes that Twilio can achieve the required scale needed for incremental revenue to drive margin expansion as soon as FY19, leading to profitability for the year.
CVGI Commercial Vehicle Group
$7.13

(0.00%)

RPD Rapid7
$29.89

1.1 (3.82%)

06/18/18
BTIG
06/18/18
DOWNGRADE
BTIG
Neutral
Rapid7 downgraded to Neutral from Buy at BTIG
BTIG analyst Joel Fishbein downgraded Rapid7 to Neutral from Buy, saying the valuation on the stock has become less compelling at an enterprise value to expected FY20 free cash flow multiple of 28-times. The analyst notes that he is still positive on the company's transformation into a "comprehensive platform for security, IT analytics and SecOps automation solutions" as well as its transition to a subscription based revenue model, but adds that further increases in the stock price would require Rapid7 to exceed its 2020 targets.
04/13/18
BTIG
04/13/18
INITIATION
Target $34
BTIG
Buy
Rapid7 initiated with a Buy at BTIG
BTIG analyst Joel Fishbein initiated Rapid7 with a Buy and $34 price target telling investors it has successfully evolved to an end to end provider of security and IT analytics and automation solutions fro SecOps from a niche vulnerability management vendor. Fishbein said the transition to a subscription model provides investors with visibility into profitability next year, reducing a major overhang.
05/09/18
KEYB
05/09/18
NO CHANGE
Target $35
KEYB
Overweight
Rapid7 price target raised to $35 from $30 at KeyBanc
KeyBanc analyst Rob Owens raised his price target for Rapid7 to $35 from $30, citing "strong" Q1 results, supported by accelerating ARR growth to 38% and raised revenue guidance. The analyst reiterates an Overweight rating on the shares.
04/10/18
DADA
04/10/18
INITIATION
DADA
Neutral
Rapid7 initiated with a Neutral at DA Davidson
DA Davidson analyst Mark Kelleher initiated Rapid7 with a Neutral rating and a $28 price target, saying that while he views the company as well positioned for long-term growth, he believes that growth is already reflected in the current stock price.
FIVN Five9
$35.03

1.43 (4.26%)

05/02/18
NEED
05/02/18
NO CHANGE
Target $35
NEED
Buy
Five9 price target raised to $35 from $30 at Needham
Needham analyst Scott Berg raised his price target on Five9 (FIVN) to $35 after the company's Q1 earnings beat and raised FY18 guidance. Berg says he remains "most impressed" with the company's Enterprise segment, where growth rates accelerated for the 2nd straight quarter. The analyst is also positive on the company's appointment of Rowan Trollope as new CEO, adding that he is a "seasoned veteran" with experience in running Cisco's (CSCO) Contact Center, UC, and Webex applications. Berg keeps his Buy rating on Five9.
05/02/18
RHCO
05/02/18
NO CHANGE
Target $34
RHCO
Buy
Five9 price target raised to $34 from $30 at SunTrust
SunTrust analyst Terry Tillman raised his price target on Five9 (FIVN) to $34 and kept his Buy rating. The analyst notes the 38% growth in LTM enterprise subscription revenues, record Q1 bookings, and the progress made in operating leverage and cash flows. Tillman is also positive on Five9's appointment of a "highly experienced" with cloud apps and contact center infrastructure Cisco (CSCO) executive as CEO.
05/29/18
NEED
05/29/18
NO CHANGE
Target $38
NEED
Buy
Five9 price target raised to $38 from $35 at Needham
Needham analyst Scott Berg raised his price target on Five9 to $38 after his meeting with the CEO last week, saying he is impressed with the management's view of evolving Contact Center space as it extends the company's leadership. The analyst notes that he was most impressed with "AI unlocking the data within the voice Contact Center conversation", since that will likely drive the company's strategy in the near term. Berg keeps his Buy rating on Five9, further stating that the "secular move towards Cloud-Based CC solutions" could accelerate the company's revenue growth beyond the current forecast.
07/11/18
STFL
07/11/18
INITIATION
Target $36
STFL
Hold
Five9 initiated with a Hold at Stifel
Stifel analyst Matthew Van Vliet initiated Five9 with a Hold rating and a price target of $36. The analyst notes that the company is one of the leading Contact Center-as-a-Serivce providers and should continue to capture market share, having grown its revenue by 25% annually for the past few years. Van Vliet adds however that Five9's share price has already advanced 65% in the past year, and its valuation reflects its fundamentals..
ETSY Etsy
$42.45

0.88 (2.12%)

06/18/18
LOOP
06/18/18
NO CHANGE
Target $50
LOOP
Buy
Etsy price target raised to $50 from $37 at Loop Capital
Loop Capital analyst Laura Champine raised her price target on shares of Etsy to $50 from $37 after meeting with the company's CEO and CFO, stating that she believes the company has given conservative guidance for revenue and margin expansion after enacting the first price increase in its history. Champine, who thinks management is taking a cautious approach as it waits to see possible changes in seller behavior, maintains a Buy rating on Etsy.
06/22/18
LOOP
06/22/18
NO CHANGE
LOOP
SCOTUS decision will not have large online retailer impact, says Loop Capital
Loop Capital analyst Laura Champine notes that yesterday's decision by the U.S. Supreme Court to overrule the 1992 Quill v. North Dakota which restricted states from requiring sales tax collection from businesses clears the way for states to require online merchants to collect sales tax from customers. The analyst believes however that any financial impact on the online retailers from this decision will be negligible and recommends that investors buy into any related weakness on Amazon (AMZN), Etsy (ETSY), and Wayfair (W).
07/16/18
JMPS
07/16/18
NO CHANGE
JMPS
Market Perform
Etsy comments hint at possible competitive moat for Avalara, says JMP Securities
After reviewing the South Dakota v. Wayfair Supreme Court opinion and some of the related Amicus Curiae briefs, JMP Securities analyst Patrick Walravens highlighted a comment from Etsy's (ETSY) brief that concluded that "given this complexity [of mapping thousands of tax codes to millions of unique products], it is doubtful that a software fix ever can be developed." Rather than doubting that a software solution can ever be developed, Walravens said he views the complexity referenced by Etsy as the market opportunity and potential competitive moat for Avalara, he tells investors. Still, Walravens believes Avalara is currently fairly valued and maintains his Market Perform rating on the shares.
06/21/18
KEYB
06/21/18
NO CHANGE
KEYB
Supreme Court ruling negative for Wayfair, eBay and Etsy, says KeyBanc
After the Supreme Court ruled that states can require online merchants to collect sales taxes, KeyBanc analyst Edward Yruma called the ruling a negative for Wayfair (W), arguing that it may reduce some of the price differential that has helped it gain share from traditional peers. The ruling is also a negative, but to a lesser degree, for eBay (EBAY) and Etsy (ETSY), said Yruma, who views the impact on those two as more related to compliance and implementation. He adds that the news could be a modest positive for retailers of high-ticket and branded products, such as Best Buy (BBY), Home Depot (HD), Lowe's (LOW), La-Z-Boy (LZB), Kirkland's (KIRK), RH (RH) and Williams-Sonoma (WSM).
KMT Kennametal
$38.49

0.49 (1.29%)

04/19/18
WELS
04/19/18
NO CHANGE
Target $48
WELS
Outperform
Kennametal price target lowered to $48 from $53 at Wells Fargo
Wells Fargo analyst Andy Casey lowered his price target for Kennametal to $48 from $53 to reflect overall equity market valuation compression. The analyst reiterates an Outperform rating on the shares.
06/21/18
06/21/18
DOWNGRADE
Target $40

Market Perform
Kennametal downgraded to Market Perform on slower growth at Wells Fargo
As previously reported, Wells Fargo analyst Andrew Casey downgraded Kennametal to Market Perform from Outperform on anticipated slower growth against relatively high consensus expectations. Near-term demand remains strong, but the analyst is seeing "definitive signs" of likely continued future growth pace moderation in both North American and international short-cycle industrial products end markets. This could be further compounded by potential additional revenue growth compressing factors, he adds. Casey also lowered his price target on the shares to $40 from $45.
06/20/18
WELS
06/20/18
DOWNGRADE
WELS
Market Perform
Kennametal downgraded to Market Perform from Outperform at Wells Fargo
03/21/18
JEFF
03/21/18
NO CHANGE
Target $60
JEFF
Buy
Kennametal added to Franchise Picks List at Jefferies
Jefferies analyst Steve Volkmann added Kennametal (KMT) to his firm's Franchise Picks List while removing Ingersoll-Rand (IR). The analyst believes Kennametal management can mitigate the impact to earnings from higher raw material costs, labor costs and production bottlenecks. He views the company as one of the most attractive self-help stories under his coverage. Volkmann keeps a Buy rating on Kennametal with a $60 price target.
HEAR Turtle Beach
$30.35

-1.91 (-5.92%)

07/24/18
OPCO
07/24/18
NO CHANGE
Target $31
OPCO
Outperform
Turtle Beach price target raised to $31 from $12 at Oppenheimer
Oppenheimer analyst Andrew Uerkwitz raised his price target for Turtle Beach to $31 from $12 as he sees favorable trends picking up speed. This analyst notes that this holiday season will see four significant titles launched at the same time and each presents gamers with features centered on multi-player. 2019 should see more of the same, he contends. Uerkwitz reiterates an Outperform rating on the shares given continued balance sheet improvements and favorable market trends.
06/06/18
NEED
06/06/18
NO CHANGE
NEED
Turtle Beach headphone demand is high, says Needham
07/09/18
DADA
07/09/18
INITIATION
Target $28
DADA
Buy
Turtle Beach initiated with a Buy at DA Davidson
DA Davidson analyst Tom Forte initiated Turtle Beach with a Buy rating and a price target of $28, saying the company is well positioned to benefit from rising popularity of "battle royale" videogames like Fortnite and the rise of eSports. Despite the recent run-up in the stock price, Forte sees further upside in shares thanks to the company's popular lineup of gaming headsets. The analyst also points to the improving balance sheet of Turtle Beach, forecasting "strong sales growth and margin expansion over the next 3-year period".
08/02/18
WEDB
08/02/18
NO CHANGE
Target $31
WEDB
Outperform
Turtle Beach price target raised to $31 from $20 at Wedbush
Wedbush analyst Alicia Reese raised her price target for Turtle Beach to $31 from $20 saying the company is currently enjoying the confluence of substantial market growth and market share gains, while improved operational efficiencies are further boosting its earnings. Anticipated revenue growth and gross margin expansion should allow the company to increase profitability while reducing debt and reinvesting in growth opportunities, she add. The analyst thinks the company is poised for continued growth driven by the expansion of Battle Royale-style games and new gamers entering the market, while the entry into the Chinese market could drive additional growth. Reese reiterates an Outperform rating on the shares.
METC Ramaco Resources
$6.25

-0.02 (-0.32%)

06/01/18
RILY
06/01/18
INITIATION
Target $10
RILY
Buy
Ramaco Resources initiated with a Buy at B. Riley FBR
B. Riley FBR analyst Lucas Pipes started Ramaco Resources with a Buy rating and $10 price target.
MTW Manitowoc
$25.30

0.6 (2.43%)

07/17/18
07/17/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. ANALYSTS SPLIT ON NETFLIX AFTER EARNINGS: Despite continuing to like Netflix's story, Deutsche Bank analyst Bryan Kraft downgraded Netflix (NFLX) to Hold from Buy as he believes that the "slowdown in growth" requires a "reevaluation of value." Meanwhile, both BMO Capital and Stifel upgraded the stock to Buy-equivalent ratings as they see the post-earnings weakness in the shares as a buying opportunity. BMO analyst Daniel Salmon raised Netflix to Outperform, with a $400 price target, saying the decline in the stock price following quarterly results offers investors an attractive level to build positions. Stifel also upgraded Netflix to Buy from Hold, with a $406 price target. Analyst Scott Devitt cited the potential for near-term subscription add expectations to reset, a strong second half of the year content slate, and a domestic and international runway, which supports a doubling of the company's subscriber base in the next five to ten years. STEPHENS SEES OPPORTUNITY IN TRIBUNE SELLOFF: Stephens analyst Kyle Evans upgraded Tribune Media (TRCO) to Overweight from Equal Weight while lowering his price target for the shares to $41 from $45. Statements from the FCC and reports by Reuters on Monday created investor concern around whether Sinclair Broadcast (SBGI) will be able to close its proposed acquisition of Tribune, Evans told investors. The analyst said he believes the FCC will allow Sinclair to remedy its concerns about proposed divestiture buyers and that Sinclair will comply with all requirements in an effort to close the deal. He believes a combination of the two companies "remains the best possible outcome for both parties." GOLDMAN SACHS DOWNGRADES MACHINERY MAKERS: Goldman Sachs analyst Jerry Revich downgraded Manitowoc (MTW) to Sell from Neutral and lowered his price target to $22 from $30 as part of his broader note on the machinery cycle. The analyst also downgraded Generac (GNRC) to Sell from Neutral with an unchanged price target of $45 and removed Caterpillar (CAT) and Deere (DE) from the firm's Conviction Buy lists. GOLDMAN ALSO DOWNGRADES GOODYEAR: Goldman Sachs analyst David Tamberrino downgraded Goodyear Tire & Rubber (GT) to Sell from Neutral and lowered his price target for the shares to $18 from $25. The analyst said he sees the "tough backdrop" for the company continuing amid raw material price increases. Further, Goodyear's pricing power "remains elusive," Tamberrino told investors in a research note.
06/21/18
JPMS
06/21/18
UPGRADE
Target $25
JPMS
Neutral
Manitowoc upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Ann Duignan upgraded Manitowoc to Neutral and raised her price target for the shares to $25 from $24. The analyst sees a more balanced risk/reward following the year-to-date underperformance of the shares.
07/16/18
GSCO
07/16/18
DOWNGRADE
GSCO
Sell
Manitowoc downgraded to Sell from Neutral at Goldman Sachs
07/16/18
GSCO
07/16/18
DOWNGRADE
Target $22
GSCO
Sell
Manitowoc downgraded to Sell at Goldman Sach on weaker fundamentals
As reported earlier, Goldman Sachs analyst Jerry Revich downgraded Manitowoc (MTW) to Sell from Neutral and lowered his price target to $22 from $30 as part of his broader note on the machinery cycle. The analyst also downgraded Generac (GNRC) to Sell from Neutral with an unchanged price target of $45 and removed Caterpillar (CAT) and Deere (DE) from Conviction Buy lists. The analyst says the update on the latter two reflects more "mixed macro points", including "weaker crop prices, risk of further input cost inflation, slowing bearing orders, and a risk of further trade war escalation". Revich notes that the risk-reward on Caterpillar and Deere remains attractive, but he is more wary of rising cyclical risks. The analyst's downgrade of Manitowoc is attributed to expectations of a peak in crane organic growth in the current quarter, followed by tougher comps in Europe and the decline in U.S. rig count along with an overall "structural decline in crane content in US drilling sites and rising competitive intensity". Revich says his downgrade of Generac is driven by expectations of slower organic sales growth amid "a normalization in portable generator demand against storm period comps, a declining US rig count, tough comps on shipments into the US rental industry, and flat private non-residential construction outlook."
NPTN NeoPhotonics
$6.86

0.22 (3.31%)

04/25/18
NEED
04/25/18
NO CHANGE
NEED
Full ban of sales to Huawei 'highly improbable,' says Needham
Needham analysts Alex Henderson and N. Quinn Bolton said they sees the chances of an outright ban of sales to Huawei as "extremely low," adding that it is their understanding the probe into Huawei has been ongoing for the last two years while noting that the ZTE probe took over five years to complete. The ironic impact of any escalation in trade tension could be an increase in demand from Huawei to build an inventory buffer should there be a supply disruption, added the analysts, who also say they would not be surprised to see a trade agreement with China include a resolution of the ZTE (ZTCOY) ban and possibly an agreement on the scope of action against Huawei.
07/18/18
PIPR
07/18/18
NO CHANGE
PIPR
Piper 'incrementally more upbeat' on Optical sector into earnings
Piper Jaffray analyst Troy Jensen is "incrementally more upbeat" on the Optical sector and believes investors "need to revisit the group" ahead of the June quarter earnings results. The set up for traditional optical component suppliers has improved with the industry now five quarters into the correction that started in March 2017, Jensen tells investors in a research note. This has created easy comps while growth rates should accelerate in the second half of 2018, the analyst adds. His favorite Overweight-rated names are Lumentum (LITE), II-VI (IIVI) and Fabrinet (FN). Jensen remains Neutral on Applied Optoelectronics (AAOI), Acacia Communications (ACIA), Infinera (INFN), NeoPhotonics (NPTN) and Oclaro (OCLR).
05/21/18
NEED
05/21/18
NO CHANGE
NEED
Oclaro filing hints NeoPhotonics may have started sale process, says Needham
Needham analyst Alex Henderson said the S-4 filed by Lumentum (LITE) related to its deal to acquire Oclaro (OCLR) shows that the latter looked to make an acquisition and that company rejected the offer as insufficient but has "started a sell process." Henderson believes this unidentified company is most likely NeoPhotonics (NPTN), he tells investors. He also noted that the S-4 shows another bidder other than Lumentum offered $9 per share in cash for Oclaro, which he believes is likely Finisar (FNSR), adding that "this potential Oclaro acquirer would likely be interested in NeoPhotonics, in our opinion."
04/16/18
MKMP
04/16/18
NO CHANGE
MKMP
ZTE news negative for Acacia, neutral to positive for others, says MKM Partners
MKM Partners analyst Michael Genovese notes that press is reporting that ZTE Corp. (ZTDOY) is banned from purchasing U.S. technology for seven years for violating the terms of a previously settled sanctions violation case. While all component names are trading down on the news, the analyst has a more nuanced view since Huawei and Nokia (NOK) will gain share at ZTE's expense. Genovese views the news as negative for Acacia (ACIA), which had 30% revenue exposure to ZTE in 2017 and 16% in Q4. However, he thinks the news is positive for NeoPhotonics (NPTN), which has 40% exposure to Huawei and much smaller ZTE exposure, and for Nokia, which will gain some of ZTE's share. Additionally, the analyst sees the news as neutral to positive for Lumentum (LITE), Oclaro (OCLR) and Finisar (FNSR), which have significantly more Huawei and Nokia exposure than ZTE exposure.
RNG RingCentral
$81.45

1.85 (2.32%)

07/19/18
JEFF
07/19/18
NO CHANGE
Target $43
JEFF
Buy
Jefferies expects rally in Software stocks to continue
Jefferies analyst John DiFucci thinks June quarter results in the Software space "could be relatively strong." The analyst estimates that the currency translation impact for the average software company should be a weaker tailwind than when guidance was given, resulting in a headwind of approximately 180 basis points. He expects the "meaningful, warranted appreciation" in some stocks to continue and raised his price targets accordingly. DiFucci upped his price target for Apptio (APTI) to $43 from $36, for Benefitfocus (BNFT) to $43 from $35, for Check Point (CHKP) to $127 from $117, for Tableau (DATA) to $100 from $87, for Nice Systems (NICE) to $127 from $119, for RingCentral (RNG) to $95 from $91, and for Varonis (VRNS) to $92 from $77. All stocks except Hold-rated Tableau are Buy rated by the analyst.
06/19/18
OPCO
06/19/18
NO CHANGE
Target $92
OPCO
Outperform
RingCentral price target raised to $92 from $79 at Oppenheimer
Oppenheimer analyst Brian Schwartz raised his price target for RingCentral to $92 from $79 after attending the company's investors day. The analyst left the investors meeting feeling more comfortable in his RingCentral estimates and his large TAM and open-ended growth with improving operating profitability thesis. Schwartz reiterates an Outperform rating on the shares.
07/11/18
STFL
07/11/18
INITIATION
Target $100
STFL
Buy
RingCentral initiated with a Buy at Stifel
Stifel analyst Matthew Van Vliet initiated RingCentral with a Buy rating and a price target of $100, saying the company is positioned as a leading provider of cloud-native communications services for businesses of all sizes. Van Vliet notes that its market leadership has been increasing over the past few years, thanks to its broad portfolio approach "delivering essential communications channels" and enterprise-grade scalability. Van Vliet adds that the company's push into Enterprise market is accelerating its bookings growth and margin expansion.
06/15/18
JPMS
06/15/18
NO CHANGE
Target $84
JPMS
Neutral
RingCentral price target raised to $84 from $76 at JPMorgan
JPMorgan analyst Sterling Auty raised his price target for RingCentral to $84 and maintains a Neutral rating on the shares following the company's investor day. The day focused on the themes of a large market that is still early in the penetration, Auty tells investors in a research note. He notes that management updated its 2020 goal stating they now expect to exceed $1B and with profitability that puts it above the rule of 40.
TCMD Tactile Systems
$48.81

-2.02 (-3.97%)

06/04/18
NORL
06/04/18
DOWNGRADE
NORL
Underperform
Tactile Systems downgraded to Underperform from Market Perform at Northland
Northland analyst Suraj Kalia downgraded Tactile Systems to Underperform citing valuation and maintained a $38 price target.
06/05/18
PIPR
06/05/18
NO CHANGE
PIPR
Overweight
Piper says more to Tactile Systems IP deal than 'meets the eye'
After speaking with Tactile Systems management, Piper Jaffray analyst JP McKim said there is "a lot more" to its intellectual property purchase agreement with Wright Therapy "than meets the eye in reading the press release" about the deal. First, the deal confirms Essity is exiting the U.S. market for advanced pneumatic compression devices, which is "a nice positive" for Tactile Systems. Additionally, the deal gives Tactile access to about 100 prescribing VA physicians they had not had before, said McKim. The analyst, who adds that the company acquired an interesting patent portfolio with key ones pertaining to connectivity of devices and sensing, keeps an Overweight rating on Tactile Systems.
06/25/18
ADAM
06/25/18
NO CHANGE
Target $60
ADAM
Buy
Tactile Systems price target raised to $60 from $56 at Canaccord
Canaccord analyst Jason Mills met with Tactile Systems management and said he remains bullish on the firm's business strategy, leverage in the model, and the long-term growth potential behind multiple drivers including growing awareness/diagnosis of lymphedema, continued VA expansion, and its "virtually untapped" opportunity in H&N lymphedema. Mills reiterated his Buy rating and raised his price target to $60 from $56 on Tactile Systems shares.
06/22/18
PIPR
06/22/18
NO CHANGE
Target $53
PIPR
Overweight
Tactile Systems study data an incremental positive, says Piper Jaffray
Tactile Systems announced a new clinical publication demonstrating the health benefits of Flexitouch for chronic venous insufficiency-related lymphedema, a condition that may actually be the leading cause of lower extremity lymphedema in the U.S. today, Piper Jaffray analyst JP McKim. Tactile Systems the only player in the space that is consistently doing clinical work and this study is an incremental positive, the analyst adds. He believes the cost reduction data will help Tactile in its conversations with payers in order to maintain pricing/reimbursement for its products. McKim remains positive on the shares with an Overweight rating and $53 price target.
OAS Oasis Petroleum
$12.61

0.35 (2.85%)

07/09/18
SUSQ
07/09/18
DOWNGRADE
Target $14
SUSQ
Neutral
Oasis Petroleum downgraded to Neutral on valuation at Susquehanna
As previously reported, Susquehanna upgraded Oasis Petroleum to Neutral from Positive and maintained a $14 price target. Analyst Charles Minervino said shares appear fairly valued following the recent rally.
06/11/18
JEFF
06/11/18
NO CHANGE
JEFF
Jefferies upgrades Cimarex to Buy, downgrades Oasis to Hold
Jefferies analyst Mark Lear upgraded Cimarex Energy (XEC) to Buy from Hold and raised his price target for the shares to $107 from $98. The analyst also downgraded Oasis Petroleum (OAS) to Hold from Buy with an unchanged price target of $14. Infrastructure constraints and wider regional basis have raised growth concerns across the Permian and driven stocks to "irrational valuations," Lear tells investors in a research note. Jefferies also raised its per-barrel Brent price forecast to $77 from $64 in 2018; to $75 from $60 in 2019; and to $70 from $65 in 2020. He notes shares of Cimarex now trade at "more than half a turn discount" to the group on consensus 2018 and 2020 EBITDA. Lear believes Cimarex's recent moves to address gas flow assurance in tandem with strategic partnerships in the Permian "provide some level of relative safety on the company's ability to maintain capital guidance." The analyst cites valuation for his downgrade of Cimarex following the stock's outperformance year-to-date.
07/09/18
SUSQ
07/09/18
DOWNGRADE
SUSQ
Neutral
Oasis Petroleum downgraded to Neutral from Positive at Susquehanna
06/11/18
JEFF
06/11/18
DOWNGRADE
Target $14
JEFF
Hold
Oasis Petroleum downgraded to Hold from Buy at Jefferies
Jefferies analyst Mark Lear downgraded Oasis Petroleum to Hold with an unchanged price target of $14.
JONE Jones Energy
$0.35

0.0049 (1.44%)

01/02/18
RHCO
01/02/18
DOWNGRADE
Target $1
RHCO
Hold
Jones Energy downgraded to Hold from Buy at SunTrust
SunTrust analyst Neal Dingmann downgraded Jones Energy to Hold from Buy and lowered his price target to $1.00 from $2.50. Dingmann says the company will have to engage in "highly dilutive" re-financing because of its 4-times leverage to improve its balance sheet. The analyst also notes that the company is one of the more highly hedged plays in the space, and may miss out on significant pricing upside in WTI crude oil.
11/08/17
SPHN
11/08/17
DOWNGRADE
Target $2
SPHN
Equal Weight
Jones Energy downgraded to Equal Weight from Overweight at Stephens
Stephens analyst Ben Wyatt downgraded Jones Energy to Equal Weight from Overweight citing valuation and concerns about its leverage. He keeps a $2 price target on Jones Energy shares.
12/15/17
JPMS
12/15/17
DOWNGRADE
JPMS
Underweight
Jones Energy downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Michael Glick downgraded Jones Energy to Underweight without a price target. The analyst says the company has the most relative leverage in the space and will need to pursue "something strategic" in order to "light a path forward for the investment community."
ANSS Ansys
$175.59

2.35 (1.36%)

06/20/18
GSCO
06/20/18
UPGRADE
Target $207
GSCO
Buy
Ansys upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Gabriela Borges upgraded Ansys to Buy and raised her price target for the shares to $207 from $164. The analyst sees the company's turnaround efforts driving secular growth.
06/19/18
BARD
06/19/18
NO CHANGE
Target $110
BARD
Outperform
PTC price target raised to $110 after analyst day at Baird
Baird analyst Rob Oliver attended PTC's (PTC) analyst day, where he said several meaningful announcements were made. The analyst noted 2023 targets were introduced, management tweaked up 2021 targets, a new partnership with Ansys (ANSS) was announced, and there was additional color given on the Rockwell Automation (ROK) partnership. Oliver reiterated his Outperform rating and raised his price target to $110 from $103 on PTC shares following the analyst event.
06/25/18
BARD
06/25/18
NO CHANGE
Target $197
BARD
Outperform
Ansys partnership with PTC addresses existential risk, says Baird
Baird analyst Rob Oliver said Ansys' (ANSS) partnership with PTC (PTC) addressed a key existential risk for the company and thus he believes it could very meaningful. The analyst said it will take time to impact its financials but he sees it as a way to invest in the expanding simulation opportunity. Oliver reiterated his Outperform rating and raised his price target to $197 from $165 on Ansys shares.
08/06/18
RBCM
08/06/18
NO CHANGE
Target $180
RBCM
Sector Perform
Ansys price target raised to $180 from $167 at RBC Capital
RBC Capital analyst Ross MacMillan raised his price target on Ansys to $180 ahead of its earnings later today, citing stronger end markets, improved sales execution, and product initiatives driving company growth at a faster rate. The analyst also keeps his Sector Perform rating on valuation.
CBT Cabot
$67.02

0.21 (0.31%)

07/17/18
LOOP
07/17/18
NO CHANGE
Target $82
LOOP
Buy
Cabot remains 'high conviction Buy', says Loop Capital
Loop Capital analyst Chris Kapsch kept his Buy rating and $82 price target on Cabot, saying the company's new 10M share repurchase authorization brings the program to about 18% of its entire public float. The analyst notes this "underscores the company's confidence in its strategic direction and earnings trajectory", corroborating his positive stance of a "cyclical and structural inflection in the carbon black industry". Kapsch also adds that the perceived risks around the company's exposure to geopolitical concerns such as a trade war with China are not "especially acute" for Cabot.
06/06/18
LOOP
06/06/18
NO CHANGE
Target $80
LOOP
Buy
IMO regulations an eventual positive catalyst for Cabot, says Loop Capital
Loop Capital analyst Chris Kapsch believes the new International Maritime Organization bunker fuel standard, while creating some near-term feedstock sourcing uncertainty, will eventually play out positively for Cabot Corporation. Visibility associated with this benefit, however, may take time to materialize, Kapsch tells investors in a research note. The analyst view Cabot's valuation as "compelling" and sees increasing evidence of the carbon black industry's "positive ongoing fundamental inflection and burgeoning pricing momentum." He keeps a Buy rating on the shares with an $80 price target.
06/22/18
LOOP
06/22/18
NO CHANGE
Target $82
LOOP
Buy
Cabot price target raised to $82 from $80 at Loop Capital
Loop Capital analyst Chris Kapsch nudged his price target on Cabot to $82 and kept his Buy rating, saying he is positive on the company's "relatively cheap valuation" juxtaposed against a structurally improving carbon black industry fundamental backdrop. The analyst also points to the firm industry utilization rates, limited prospects for meaningful expansion, and "burgeoning pricing momentum" as positives for Cabot.
05/09/18
BARD
05/09/18
UPGRADE
Target $72
BARD
Outperform
Cabot upgraded to Outperform at Baird
As previously reported, Baird analyst Ben Kallo upgraded Cabot to Outperform from Neutral. The analyst believes recent tailwinds in the carbon black market, including competitor curtailments in China, increasing demand, and tight supply, are structural in nature and should contribute to sustained market strength. Kallo raised his price target to $72 from $67 on Cabot shares.
GEMP Gemphire Therapeutics
$7.33

-0.2 (-2.66%)

12/22/17
ROTH
12/22/17
NO CHANGE
Target $30
ROTH
Buy
Gemphire transition to NASH a value creator, says Roth Capital
Roth Capital analyst Yasmeen Rahimi views Gemphire Therapeutics' transition into non-alcoholic steatohepatitis as an "important shareholder value creator." After the company announced the launch of proof-of-concept Phase 2a trial of gemacabene in eight patients with familial partial lipodystrophy, a rare genetic metabolic condition characterized by abnormal distribution of subcutaneous fat which then leads to NASH, the analyst keeps a Buy rating on Gemphire with a $30 price target.
07/27/18
ROTH
07/27/18
NO CHANGE
Target $40
ROTH
Buy
Gemphire Therapeutics price target raised to $40 from $30 at Roth Capital
Roth Capital analyst Yasmeen Rahimi raised her price target for Gemphire Therapeutics to $40 from $30 based on a positive forecast for the company's lead molecule in the pediatric NASH trial. In a research note to investors, Rahimi projects $415M peak sales for gemcabene for pediatric NASH in the U.S. in 2028 based on assumptions that include ~7.5M children with NAFLD among which 25% progress to NASH of which 12% have advanced NASH, as well as a U.S. launch in 2022 in 4% with peak market penetration of 55%. Rahimi, who has a Buy rating on Gemphire, sees top-line six-month histology results for the 24-week Phase 2a study in eight NASH patients with familial partial lipodystrophy in the fall, which will give clearer and early indications of gemcabene's effects on biopsy.
05/16/18
RAJA
05/16/18
INITIATION
Target $22
RAJA
Outperform
Gemphire Therapeutics initiated with an Outperform at Raymond James
Raymond James analyst Laura Chico initiated Gemphire Therapeutics with an Outperform and $22 price target saying its gemcabene offs a potentially differentiated profile in the dyslipidemia space, which should narrow the gap versus peers with successful data.
01/26/18
HCWC
01/26/18
NO CHANGE
Target $28
HCWC
Buy
Gemphire Therapeutics price target raised to $28 from $22 at H.C. Wainwright
H.C. Wainwright analyst Ed Arce raised his price target for Gemphire Therapeutics to $28 saying he sees a "catalyst-rich" 2018 for the company. The analyst says his confidence grows in the emerging multiple mechanisms of the compound as the gemcabene pipeline expands. He keeps a Buy rating on Gemphire Therapeutics.
Z Zillow
$58.18

0.6 (1.04%)

04/18/18
04/18/18
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. Juniper (JNPR) downgraded to Sell from Neutral at Goldman Sachs with analyst Rod Hall saying his detailed cloud installed base model suggests further transitional downside. 2. Zillow (Z, ZG) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Jonathan Lanterman citing the company's recently announced plans for a new home buying and selling business, Zillow Instant Offers. 3. Altria Group (MO) downgraded to Neutral from Buy at Citi with analyst Adam Spielman saying e-cigarette JUUL is beginning to disrupt U.S. cigarette industry. 4. Callaway Golf (ELY) downgraded to Neutral from Buy at DA Davidson with analyst Andrew Burns saying he expects a more balanced risk-reward in 2018 as further market share gains will be difficult to achieve. 5. GrubHub (GRUB) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Brian Nowak citing the company's 175% advance since the start of 2017. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/08/18
ADAM
05/08/18
NO CHANGE
Target $60
ADAM
Buy
Zillow price target raised to $60 from $54 at Canaccord
Canaccord analyst Michael Graham raised his price target on Zillow Group to $60 from $54 following Q1 results he called "solid." He said the results reinforced his bullish outlook as management appeared more confident while increasing top-line guidance. He sees several sources for upside, including better pricing in the Premier Agent business and success with the Homes business. Graham reiterated his Buy rating on Zillow shares.
05/08/18
05/08/18
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. Comcast (CMCSA) downgraded to Neutral from Overweight at Atlantic Equities. 2. Zillow (Z, ZG) downgraded to Sector Perform from Outperform at RBC Capital with analyst Mark Mahaney citing the recent stock price appreciation. 3. XL Group (XL) downgraded to Sector Perform from Outperform at RBC Capital with analyst Mark Dwelle saying the company's first quarter earnings did not contain any red flags around the sale of the company to AXA (AXAHY), which is on track to close in late second quarter or in the third quarter. 4. Ionis Pharmaceuticals (IONS) downgraded to In Line from Outperform at Evercore ISI with analyst Josh Schimmer citing the safety concerns around volanesorsen discussed in the latest FDA briefing documents, which also "dismantled the company's claims" that the treatment leads to benefits in pancreatis. 5. Sapiens (SPNS) downgraded to Market Perform from Outperform at William Blair with analyst Justin Furby saying consensus estimates for 2019 could be a "too aggressive." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/18/18
06/18/18
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. Redfin (RDFN) was downgraded to Sell from Neutral at Goldman Sachs while Zillow (Z, ZG) was downgraded to Neutral from Buy. 2. Dun & Bradstreet (DNB) downgraded to Neutral from Outperform at Baird with analyst Jeffrey Meuler saying he believes any potential take-out is already priced into the shares, the current valuation seems to limit potential upside, and the business requires more substantial changes to return it to sustainable organic growth. 3. Hibbett Sports (HIBB) downgraded to Underperform from Buy at BofA/Merrill analyst Rafe Jadrosich saying he expects negative same-store-sales declines in Q4 and continuing through 2020 as Hibbett laps the ecommerce launch and excess inventory clearance. 4. Cheesecake Factory (CAKE) downgraded to Neutral on valuation at BTIG with analyst Peter Saleh citing recent share strength. 5. Intel (INTC) downgraded to Underperform from Market Perform at Northland. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TLND Talend
$58.00

0.54 (0.94%)

03/23/18
03/23/18
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. American Eagle (AEO) initiated with a Buy at Loop Capital. 2. GoDaddy (GDDY) initiated with a Buy at Goldman Sachs while Wix.com (WIX) was initiated with a Neutral. 3. KAR Auction (KAR) and Copart (CPRT) were initiated with a Buy at SunTrust while Monro (MNRO) was initiated with a Hold. 4. Talend (TLND) initiated with a Buy at Needham. 5. Sun Hydraulics (SNHY) initiated with a Buy at Stifel. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/02/18
WBLR
04/02/18
NO CHANGE
WBLR
Outperform
Talend deserves higher multiple after MuleSoft deal, says William Blair
William Blair analyst Bhavan Suri says the acquisition price paid by Salesforce (CRM) for MuleSoft (MULE) demonstrates that Talend (TLND) deserves to trade at a higher multiple. The transaction value of $6.5B equates to a 12-times multiple on the analyst's 2019 revenue estimate for MuleSoft. By contrast, Talend currently trades at 5.3 times his 2019 revenue estimate. Applying a discount of 40% to MuleSoft's acquisition multiple would imply a stock price of around $64 for Talend, or 33% upside, Suri tells investors in a research note. He keeps an Outperform rating on the stock.
06/28/18
SBSH
06/28/18
UPGRADE
Target $72
SBSH
Buy
Talend upgraded to Buy from Neutral at Citi
Citi analyst Tyler Radke upgraded Talend to Buy from Neutral and raised his price target for the shares to $72 from $50 after taking over coverage from Walter Pritchard. A survey of Chief Data Officers shows "strong spending signals" while the company's competitive backdrop is favorable amid "increasing cloud tailwinds," Radke tells investors in a research note.
DPLO Diplomat Pharmacy
$21.45

0.24 (1.13%)

05/10/18
JPMS
05/10/18
UPGRADE
Target $27
JPMS
Overweight
Diplomat Pharmacy upgraded to Overweight with $27 target at JPMorgan
JPMorgan analyst Lisa Gill upgraded Diplomat Pharmacy to Overweight from Neutral and raised her price target for the shares to $27 from $24. The analyst sees opportunities for the company on the pharmacy benefits manager side of the business and believes Diplomat has the flexibility to pursue accretive acquisitions.
06/22/18
LEER
06/22/18
NO CHANGE
Target $33
LEER
Outperform
Diplomat Pharmacy price target raised to $33 from $27 at Leerink
Leerink analyst David Larsen raised his price target for Diplomat Pharmacy to $33 after hosting investor meetings with management. The analyst believes demand for Diplomat's pharmacy benefits manager CastiaRx is accelerating relative to previous years. Further, he thinks earnings potential from biosimilars, over the long run, may be greater than what he had been expecting. In addition, Larsen is "positively surprised" that the senior leadership team does not view President Trump's Blueprint plan as a significant risk. The analyst reiterates an Outperform rating on Diplomat Pharmacy.
07/23/18
WBLR
07/23/18
NO CHANGE
WBLR
Outperform
Diplomat Pharmacy recent selloff overdone, says William Blair
William Blair analyst John Kreger attributes the 20% pullback in shares of Diplomat Pharmacy from the June highs to growing concerns about the company's exposure to pharmaceutical rebates, which the Trump administration is seeking to regulate as part of a broader effort to lower drug prices for consumers. The analyst views the recent selloff as overdone. The vast majority of Diplomat's newly acquired pharmacy benefit management business is with commercial clients, rather than from Medicaid or Medicare Part D, Kreger tells investors in a research note. As such, any new regulations out of the Trump administration would presumably not affect PBM dealings with commercial clients, at least not directly, the analyst adds. Further, the analyst notes that rebates are just one of three broad ways in which PBMs are compensated by their clients. The other two are administrative per-claim fees and spread pricing on dispensed prescriptions. If rebates become less popular, the economics of the business could quickly shift to other payment mechanisms such as higher per-claim fees, Kreger contends. He does not view regulation of drug rebates as a long-term threat to the economics of the PBM business model for Diplomat or its larger peers. The analyst keeps an Outperform rating on Diplomat Pharmacy.
06/28/18
JPMS
06/28/18
NO CHANGE
JPMS
Amazon deal creates significant overhang on Rx channel sentiment, says JPMorgan
JPMorgan Analyst Lisa Gill said Amazon's (AMZN) agreement to acquire PillPack is expected to drive a "significant overhang" on sentiment across the prescription channel, even though she doesn't expect PillPack to capture a material share of the market in the near term. While the deal establishes an initial foothold for Amazon in the mail pharmacy space, she thinks it will take time to scale up and she does not believe PillPack's unit dose packaging technology is unique. Gill also noted that Express Scripts (ESRX) said it would remove PillPack from its pharmacy network in 2016 on allegations it had misrepresented itself as a retail pharmacy and not a mail pharmacy, though within weeks PillPack was added back by the PBM. Shares of retail pharmacy operators CVS Health (CVS), Walgreens (WBA) and Rite Aid (RAD) have all been pressured by the news of Amazon's deal, as have the shares of drug distributors AmerisourceBergen (ABC), Cardinal Health (CAH) and McKesson (MCK). Diplomat Pharmacy (DPLO), an operator of a specialty pharmacy, is also sharply lower following the announcement from Amazon.
NCMI National CineMedia
$8.47

0.225 (2.73%)

11/08/17
JPMS
11/08/17
DOWNGRADE
Target $5
JPMS
Underweight
National CineMedia downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Alexia Quadrani downgraded National CineMedia to Underweight citing volatility in cinema advertising trends along with another negative estimate revision following management's guidance reduction. The analyst cut her price target for the shares to $5 from $8. She believes there continues to be uncertainty in the longer-term outlook of cinema advertising.
11/07/17
RILY
11/07/17
DOWNGRADE
Target $8.75
RILY
Neutral
National CineMedia downgraded to Neutral from Buy at B. Riley FBR
B. Riley FBR analyst Eric Wold downgraded National CineMedia to Neutral and cut his price target for the shares to $8.75 from $14. Following the company's Q3 results, the analyst sees the uncertain advertising environment and a potential dividend cut limiting the stock's upside.
03/19/18
RILY
03/19/18
UPGRADE
Target $7
RILY
Buy
National CineMedia upgraded to Buy from Neutral at B. Riley FBR
B. Riley FBR analyst Eric Wold upgraded National CineMedia to Buy with an unchanged price target of $7. The analyst believes the recent decline in the shares and the dividend cut "de-risk" his previously cautious stance.
WTW WW
$92.25

0.67 (0.73%)

07/09/18
07/09/18
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. GameStop (GME) initiated with a Buy at Jefferies. 2. Michael Kors (KORS) initiated with a Buy at HSBC. 3. Weight Watchers (WTW) initiated with a Neutral at UBS. 4. U.S. Xpress Enterprises (USX) initiated with an Overweight at Morgan Stanley and JPMorgan, an Outperform at Wells Fargo, as well as a Buy at Stifel and BofA/Merrill. 5. Charah Solutions (CHRA) initiated with an Overweight at Morgan Stanley and First Analysis, a Buy at Stifel, and a Neutral 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.
07/09/18
UBSW
07/09/18
INITIATION
Target $110
UBSW
Neutral
Weight Watchers initiated with a Neutral at UBS
UBS analyst Michael Lasser started Weight Watchers International with a Neutral rating and $110 price target. After rallying 131% year-to-date, the stock's intermediate term risk/reward is balanced and the valuation is full, Lasser tells investors in a research note. The analyst believes, however, that with 40% of the U.S. adult population obese, Weight Watchers "should continue to gain from serving a large addressable market."
07/09/18
KEYB
07/09/18
INITIATION
Target $115
KEYB
Overweight
Weight Watchers initiated with an Overweight at KeyBanc
KeyBanc started Weight Watchers with an Overweight rating and $115 price target.
07/10/18
07/10/18
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. Spotify (SPOT) initiated with a Perform at Oppenheimer. 2. CME Group (CME) initiated with a Neutral at Compass Point. 3. Weight Watchers (WTW) initiated with an Overweight at KeyBanc. 4. Fossil (FOSL) initiated with an Overweight at KeyBanc. 5. Alvarion (ALVR) initiated with a Neutral at Goldman Sachs. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
MAR Marriott
$129.30

1.1 (0.86%)

07/24/18
MSCO
07/24/18
DOWNGRADE
MSCO
Equal Weight
Marriott downgraded to Equal Weight from Overweight at Morgan Stanley
07/24/18
MSCO
07/24/18
DOWNGRADE
Target $143
MSCO
Equal Weight
Marriott downgraded to Equal Weight in defensive shift at Morgan Stanley
As previously reported, Morgan Stanley analyst Thomas Allen downgraded Marriott to Equal Weight from Overweight as he joins the firm in recommending that investors turn more defensive. He is more bullish on the Gaming REITs, given their attractive, dependable yields, and has become more cautious on Lodging, he tells investors. Allen, who is concerned by both macro and Lodging data that suggests the latest "mini-cycle" may have just peaked, lowered his price target on Marriott shares to $143 from $150.
07/24/18
07/24/18
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. Whirlpool (WHR) downgraded to Neutral from Buy at Longbow with analyst David MacGregor calling its quarter "disappointing across most dimensions of the business." 2. Gogo (GOGO) downgraded to Market Perform from Outperform at Raymond James with analyst Ric Prentiss saying he expects several more quarters of "turbulence" given potential dilution/rollover risks from 2020 bond convertible bond maturities, churn pressures, continued negative free cash flow, and the airline industry shift to directed pricing. 3. Marriott (MAR) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Thomas Allen saying he is more bullish on the Gaming REITs, given their attractive, dependable yields, and has become more cautious on Lodging, he tells investors. 4. Infinera (INFN) downgraded to Underperform from Market Perform at Raymond James. 5. Hasbro (HAS) downgraded to Neutral from Buy at Monness Crespi. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/24/18
07/24/18
UPGRADE

Overweight
Morgan Stanley upgrades Gaming and Leisure to Overweight in defensive shift
As previously reported, Morgan Stanley analyst Thomas Allen upgraded Gaming and Leisure Properties (GLPI) to Overweight from Equal Weight as he joins the firm in recommending that investors turn more defensive. He is more bullish on the Gaming REITs, given their attractive, dependable yields, and has become more cautious on Lodging, he tells investors. The analyst raised his price target on Gaming and Leisure shares to $41 from $37, on MGM Growth (MGP) to $32 from $29, and on VICI Properties (VICI) to $23 from $22. As part of his defensive shift in positioning, Allen also downgraded Marriott (MAR).
BHF Brighthouse Financial
$44.15

0.39 (0.89%)

06/29/18
EVER
06/29/18
UPGRADE
EVER
Outperform
Brighthouse Financial upgraded to Outperform from In Line at Evercore ISI
06/19/18
WELS
06/19/18
NO CHANGE
Target $50
WELS
Market Perform
Brighthouse Financial price target lowered to $50 from $55 at Wells Fargo
Wells Fargo analyst Sean Dargan lowered his price target for Brighthouse Financial to $50 from $55 on valuation. The analyst reiterates a Market Perform rating on the shares.
06/21/18
SBSH
06/21/18
UPGRADE
SBSH
Neutral
Brighthouse Financial upgraded to Neutral from Sell at Citi
Citi analyst Suneet Kamat upgraded Brighthouse Financial to Neutral citing valuation following the recent underperformance of the shares.
06/21/18
SBSH
06/21/18
UPGRADE
Target $46
SBSH
Neutral
Citi upgrades Brighthouse to Neutral after share underperformance
Citi analyst Suneet Kamath upgraded Brighthouse Financial (BHF) to Neutral from Sell with an unchanged price target of $46. The analyst compared Brighthouse and AXA Equitable (EQH) across a number of measures and found that AXA "wins in most cases." AXA Equitable "strikes us as a more attractive opportunity," Kamath tells investors in a research note. On Brighthouse, however, the analyst sees a more balanced risk/reward following the recent underperformance of the shares. He now believes "material downside" from current share levels will likely require a market correction that would hit the entire sector.
AWR American States Water
$60.71

0.64 (1.07%)

03/08/18
UBSW
03/08/18
INITIATION
Target $42
UBSW
Sell
American States Water initiated with a Sell at UBS
UBS analyst Daniel Ford started American States Water with a Sell rating and $42 price target. The analyst believes the regulatory climate in California has declined over the past twelve months.
12/18/17
WELS
12/18/17
DOWNGRADE
WELS
Underperform
American States Water downgraded to Underperform at Wells Fargo
Wells Fargo analyst Neil Kalton downgraded American States Water to Underperform from Market Perform with a $50 price target. The analyst is making a valuation call with the shares trading at a roughly 20% premiums to water peers.
LMNX Luminex
$34.70

0.08 (0.23%)

05/07/18
DBAB
05/07/18
UPGRADE
Target $22
DBAB
Hold
Luminex upgraded to Hold from Sell at Deutsche Bank
Deutsche Bank analyst Dan Leonard upgraded Luminex to Hold and raised his price target for the shares to $22 from $19. The analyst views the risk/reward as balanced at current share levels.
THC Tenet
$38.49

0.08 (0.21%)

06/29/18
06/29/18
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. Rexford Industrial (REXR) downgraded to Neutral from Buy at DA Davidson with analyst Barry Oxford saying over the last 18 month the stock has risen nearly 35%, the most in the industrial group. 2. C&J Energy Services (CJ) downgraded to Market Perform from Outperform at Wells Fargo with analyst Judson Bailey saying Downside risk for completion activity over the next few quarters and negative pricing and demand data points already rolling in for pressure pumping create risk to consensus estimates. 3. Tenet (THC) downgraded to Hold from Buy at Jefferies with analyst Brian Tanquilut saying the stock is fairly valued after rallying 128% year-to-date. 4. Accenture (ACN) downgraded to Neutral from Buy at BofA/Merrill with analyst Jason Kupferberg citing valuation following share outperformance over the past 12 months. 5. Diageo (DEO) downgraded to Market Perform from Outperform at Bernstein with analyst Trevor Stirling saying that while its share price has had a "great" 12 months and he has seen sustained improvements in the same period, "this is almost as good as it gets." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/09/18
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).
06/29/18
JEFF
06/29/18
DOWNGRADE
Target $38
JEFF
Hold
Tenet downgraded to Hold from Buy at Jefferies
Jefferies analyst Brian Tanquilut downgraded Tenet Healthcare to Hold while raising his price target for the shares to $38 from $28. The stock is fairly valued after rallying 128% year-to-date, Tanquilut tells investors in a research note. He believes the shares, at 7.5 times fiscal 2019 EBITDA, adequately reflect Tenet's growth prospects. Meaningful upside is now mostly predicated on the monetization of Conifer at a valuation above 10 times EBITDA, the analyst contends. Further, Tanquilut thinks volume acceleration for hospitals is unlikely due to macro factors.
07/23/18
SBSH
07/23/18
NO CHANGE
Target $44
SBSH
Buy
Tenet price target raised to $44 from $37 at Citi
Citi analyst Ralph Giacobbe raised his price target for Tenet Healthcare to $44 saying he sees additional upside in the stock despite the 140% rally year-to-date. There is an underappreciation for additional upside within the hospital segment specifically around margin improvement, Giacobbe tells investors in a research note partially titled "Debunking the Rationale for Lower Margins." He keeps a Buy rating on Tenet.
TUSK Mammoth Energy
$36.88

0.425 (1.17%)

05/30/18
IMPC
05/30/18
NO CHANGE
Target $46
IMPC
Outperform
Mammoth Energy price target raised to $46 from $37 at Imperial Capital
Imperial Capital analyst Jason Wangler raised his price target for Mammoth Energy Services to $46 following the company's $900M contract award in Puerto Rico. The analyst increased his estimates based on the contract and keeps an Outperform rating on the shares. The contract demonstrates Mammoth's ability to continue winning work in Puerto Rico and could lead to further deals, Wangler tells investors in a research note.
07/03/18
IMPC
07/03/18
NO CHANGE
Target $46
IMPC
Outperform
Mammoth Energy secondary should help liquidity, says Imperial Capital
Imperial Capital analyst Jason Wangler believes Mammoth Energy Services' equity offering last week by selling shareholders should be a long-term positive. The secondary does not change the share count and should improve the trading metrics of the stock, Wangler tells investors in a research note. The analyst keeps an Outperform rating on Mammoth Energy with a $46 price target.
06/08/18
PIPR
06/08/18
NO CHANGE
Target $52
PIPR
Overweight
Mammoth Energy price target raised to $52 from $35 at Piper Jaffray
Piper Jaffray analyst John Daniel raised his price target for Mammoth Energy Services to $52 citing the "significant" contract award announced last week. The analyst says the new contract significantly increases his 2019 estimates while the continued success of Mammoth within the Infrastructure segment, both in the U.S. and Puerto Rico, leads him to incorporate a more optimistic view of this business going forward. He keeps an Overweight rating on the shares.
07/06/18
LEHM
07/06/18
NO CHANGE
Target $49
LEHM
Overweight
Barclays 'blue sky scenario' has Mammoth Energy shares rallying 85%
Barclays analyst J. David Anderson raised his price target for Mammoth Energy Services to $49 $42 to reflect increased confidence in the duration and profitability of the company's contracts with PREPA. Under a "blue sky scenario" in Puerto Rico, the analyst sees as much as 85% equity upside potential from today's current levels. In this scenario, Anderson assumes Mammoth continues to perform reconstruction work through 2019 generating a revenue run rate of $300M per quarter at 25% margins, leading to $1.2B of revenue and $300M in EBITDA. He keeps an Overweight rating on the shares.
CRZO Carrizo Oil & Gas
$27.50

0.25 (0.92%)

06/07/18
TUDR
06/07/18
UPGRADE
TUDR
Buy
Carrizo Oil & Gas upgraded to Buy from Hold at Tudor Pickering
06/13/18
BMOC
06/13/18
NO CHANGE
Target $33
BMOC
Outperform
Carrizo Oil & Gas price target raised to $33 from $30 at BMO Capital
BMO Capital analyst Dan McSpirit raised his price target on Carrizo Oil to $33 and kept his Outperform rating. The analyst cites the company's relatively lower exposure to the "takeaway tension" in the Permian basin, saying that while the re-rating of the shares is already under way, more upside can be expected from Carrizo's favorable basin differential and its less flow-challenged Eagle Ford operations.
06/07/18
06/07/18
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. Darden (DRI) upgraded to Buy from Hold at SunTrust with Jake Bartlett citing his view that its multiple will expand with modest comp sales outperformance beyond fiscal 2018, accelerating unit growth, resumed acquisitions and a higher dividend. 2. Wingstop (WING) upgraded to Outperform from Neutral at Wedbush with analyst Nick Setyan saying he believes drivers of same store sales growth and margin upside relative to current consensus 2018 and 2019 estimates exist. 3. LabCorp (LH) upgraded to Overweight from Sector Weight at KeyBanc with analyst Donald Hooker saying he sees LabCorp and Quest Diagnostics (DGX) benefiting over time from their recent contracts with United Healthcare (UNH) and Aetna (AET). 4. Carrizo Oil & Gas (CRZO) upgraded to Buy from Hold at Tudor Pickering. 5. Canadian Solar (CSIQ) upgraded to Neutral from Underweight at JPMorgan with analyst Paul Coster saying risks from China's new solar policy appear priced in the shares at current levels. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/28/18
STFL
06/28/18
NO CHANGE
Target $34
STFL
Buy
Carrizo Oil & Gas price target lowered to $34 from $44 at Stifel
Stifel analyst Michael Scialla lowered his Net Asset Value, or NAV, for Carrizo Oil & Gas by 22% as he disaggregated the company's Delaware Basin position into three core operating areas and he also modestly lowered his Wolfcamp A/B type curve. Given the adjustments to his model, Scialla lowered his price target on Carrizo shares to $34 from $44. He keeps a Buy rating on the name, calling the company one of the few mid-cap companies he covers with material exposure to the Eagle Ford, where he believes oil prices could sustain a meaningful advantage over WTI and Midland prices for the next two years.
BRKS Brooks Automation
$31.51

-0.29 (-0.91%)

12/06/17
JANY
12/06/17
NO CHANGE
Target $35
JANY
Buy
Brooks Automation recent selloff a buying opportunity, says Janney Capital
Janney Capital analyst Paul Knight noted that Brooks Automation shares have fallen to $24 from $35 per share amid the spike downward in the semiconductor space, which he now equates to investors "getting a Semi business...for free" given he has a $24 value estimate for the remainder of Brooks' business and assets. Knight, who sees increasing chances of Brooks splitting into two pure-play companies focused on semiconductors and life sciences, reiterates his Buy rating and $35 fair value estimate on the stock.
12/21/17
SPHN
12/21/17
INITIATION
Target $32
SPHN
Overweight
Brooks Automation initiated with an Overweight at Stephens
Stephens analyst Drew Jones initiated Brooks Automation with an Overweight and $32 price target telling investors it is in the early stages of revenue growth and margin expansion in its life sciences sample management business and is a leader in the semiconductor automation equipment side of the business. Jones does not believe the market fully appreciates the new life sciences business and expects a valuation re-set.
01/23/18
JANY
01/23/18
NO CHANGE
Target $35
JANY
Buy
Illumina, ASML offer 'great' signs for Brooks Automation, says Janney Capital
Janney Capital analyst Paul Knight contends that the preannouncement by Illumina (ILMN) and earnings beat from ASML (ASML) offer clear indicators of robust market conditions for Brooks Automation (BRKS), stating what is good for those too is "great" for Brooks. He maintains a Buy rating and $35 fair value estimate on Brooks shares, but added that using a sum-of-the-parts valuation based on peer multiples would yield a fair value estimate of $45-$55 per Brooks share.
02/06/18
JANY
02/06/18
NO CHANGE
Target $40
JANY
Buy
Janney says Brooks selloff driven by disappointment in lack of spinoff news
Janney Capital analyst Paul Knight believes the post-earnings selloff in shares of Brooks Automation is attributable to disappointment from some investors that no Life Science spinoff news was announced. However, he thinks, and he said the company thinks, that it is too early for a spin, though he added that the company did telegraph potential timing and he believes the likelihood of a spinoff will increase as Life Science margins and cash flow increase. Knight, who sees compelling value in Brooks shares, keeps a Buy rating and $40 fair value estimate on the stock.

TODAY'S FREE FLY STORIES

21:25
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General news
Fed's Rosengren warned that U.S. Q1 growth is likely to be weak »

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BBBY

Bed Bath & Beyond

$13.87

0.17 (1.24%)

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Activist firms seek to replace Bed Bath & Beyond board, CEO, WSJ says »

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RTN

Raytheon

$180.58

-0.82 (-0.45%)

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$370.52

8.37 (2.31%)

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The "Summary of Opinions" from the BoJ's March meeting »

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WHD

Cactus

$36.03

1.225 (3.52%)

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Cactus VP of Operations sells 229K shares of common stock »

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CCL

Carnival

$56.67

-0.065 (-0.11%)

, MKC

McCormick

$143.88

1.58 (1.11%)

20:25
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Earnings
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CCL

Carnival

$56.67

-0.065 (-0.11%)

MKC

McCormick

$143.88

1.58 (1.11%)

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CRTO

Criteo

$21.99

-3.4 (-13.39%)

20:19
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20:19
Downgrade
Criteo rating change at KeyBanc »

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SSNLF

Samsung

$0.00

(0.00%)

20:02
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Periodicals
Samsung sees weaker environment for display, memory in Q1, Bloomberg says »

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BA

Boeing

$370.52

8.37 (2.31%)

19:51
03/25/19
03/25
19:51
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19:51
Hot Stocks
U.S. MDA and Boeing Complete Historic Missile Defense Test »

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  • 28

    May

MCD

McDonald's

$185.66

-1.11 (-0.59%)

19:49
03/25/19
03/25
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19:49
Periodicals
McDonald's purchase price of Dynamic Yield above $300M, Bloomberg says »

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  • 30

    Apr

  • 28

    May

SSNLF

Samsung

$0.00

(0.00%)

19:32
03/25/19
03/25
19:32
03/25/19
19:32
Periodicals
Breaking Periodicals news story on Samsung »

Samsung sees Q1 below…

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AWR

American States Water

$71.51

0.505 (0.71%)

19:22
03/25/19
03/25
19:22
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19:22
Hot Stocks
American States Water CEO sells 12.4K shares of common stock »

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MEOH

Methanex

$56.35

-1.38 (-2.39%)

19:10
03/25/19
03/25
19:10
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19:10
Hot Stocks
Methanex confirms receipt of director nominees notice from M&G »

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BECN

Beacon Roofing

$34.14

0.81 (2.43%)

, SAEX

SAExploration

$4.03

0.13 (3.33%)

18:55
03/25/19
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Hot Stocks
Fly Intel: After Hours Movers »

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BECN

Beacon Roofing

$34.14

0.81 (2.43%)

SAEX

SAExploration

$4.03

0.13 (3.33%)

IQ

iQIYI

$24.01

-0.86 (-3.46%)

MYOK

MyoKardia

$51.87

-2.44 (-4.49%)

CTMX

CytomX Therapeutics

$10.76

0.33 (3.16%)

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

    Mar

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    Mar

  • 21

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    Mar

HPQ

HP Inc.

$18.97

-0.4 (-2.07%)

18:48
03/25/19
03/25
18:48
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18:48
Periodicals
HP lawyer tells court Autonomy's Lynch inflated sales data, Reuters says »

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  • 23

    Apr

PEGA

Pegasystems

$63.61

-0.27 (-0.42%)

18:45
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Pegasystems CEO: We are massively changing our marketing strategy »

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  • 22

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SMTC

Semtech

$52.59

-0.38 (-0.72%)

18:32
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Semtech CEO sells 25K shares of common stock »

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  • 25

    Mar

TMO

Thermo Fisher

$268.89

5.015 (1.90%)

18:24
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Thermo Fisher CEO: We have a very disciplined M&A process »

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DJX

Dow Jones Industrial Average

$0.00

(0.00%)

, SPX

S&P 500

$0.00

(0.00%)

18:24
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18:24
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18:24
Periodicals
Parliament forces votes on Brexit plan options, Bloomberg reports »

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DJX

Dow Jones Industrial Average

$0.00

(0.00%)

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.99

-0.56 (-0.20%)

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MCD

McDonald's

$185.66

-1.11 (-0.59%)

18:23
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McDonald's to acquire Dynamic Yield, terms not stated »

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  • 30

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BA

Boeing

$370.52

8.37 (2.31%)

18:22
03/25/19
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18:22
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18:22
Periodicals
Boeing software fix to prevent repeated activiation of MCAS, Reuters says »

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  • 28

    May

ACHC

Acadia

$29.47

-0.59 (-1.96%)

17:58
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03/25
17:58
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17:58
Hot Stocks
Acadia says President Brett Turner leaving by mutual agreement »

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AAPL

Apple

$188.78

-2.33 (-1.22%)

17:41
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Recommendations
Apple analyst commentary at Piper Jaffray »

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  • 25

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ZFGN

Zafgen

$2.70

-0.15 (-5.26%)

17:38
03/25/19
03/25
17:38
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17:38
Hot Stocks
Armistice Capital reports 5.6% passive stake in Zafgen »

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NOC

Northrop Grumman

$268.56

0.27 (0.10%)

17:36
03/25/19
03/25
17:36
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17:36
Hot Stocks
Northrop Grumman awarded $245.05M Navy contract modification »

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