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MOS

Mosaic

$31.59

1.49 (4.95%)

10:05
08/07/18
08/07
10:05
08/07/18
10:05

Mosaic call volume above normal and directionally bullish

Bullish option flow detected in Mosaic with 3,158 calls trading, 5x expected, and implied vol increasing almost 7 points to 36.83%. Aug-18 31 calls and 8/10 weekly 30 calls are the most active options, with total volume in those strikes near 820 contracts. The Put/Call Ratio is 0.08.

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MOS Mosaic
$31.59

1.49 (4.95%)

07/24/18
BOFA
07/24/18
UPGRADE
BOFA
Buy
Mosaic upgraded to Buy from Underperform at BofA/Merrill
07/24/18
07/24/18
UPGRADE
Target $35

Buy
Mosaic double upgraded to Buy on phosphate recovery at BofA/Merrill
As previously reported, BofA/Merrill double upgraded Mosaic to Buy from Underperform and raised its price target to $35 from $24. Analyst Steve Byrne believes 2018 will mark a bottom in global phosphate utilization rates and now believes there is more upside risk to consensus estimates as the cycle improves. Byrne sees an end to low cost new capacity and a reduction in Chinese phosphate production due to increased environmental initiatives.
07/24/18
07/24/18
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. Mosaic (MOS) double upgraded to Buy from Underperform at BofA/Merrill with analyst Steve Byrne saying he believes 2018 will mark a bottom in global phosphate utilization rates and now believes there is more upside risk to consensus estimates as the cycle improves. 2. Live Nation (LYV) upgraded to Buy from Neutral at BTIG with analyst Brandon Ross saying he is now more convinced that the company will outperform expectations amid inflecting growth rate with an added possibility of M&A. 3. Infinera (INFN) upgraded to Outperform from Market Perform at Northland with analyst Tim Savageaux saying the calculus of his March downgrade changes with the acquisition of Coriant, giving the company a double-digit market share in 100G+ optical systems. 4. Baker Hughes (BHGE) upgraded to Buy from Hold at SunTrust with analyst Ken Sill saying the EPS miss was due to higher interest expense and taxes, as well as an asset charge that is "hopefully non-recurring." 5. Werner (WERN) upgraded to Neutral from Underperform at BofA/Merrill with analyst Ken Hoexter saying Q2 freight demand in One way Truckload was much stronger than normal and revenue per load mile was up 13.3% year-over-year, the strongest level in more than 20 years. 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
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. MOSAIC DOUBLE UPGRADED: BofA Merrill Lynch double upgraded Mosaic (MOS) to Buy from Underperform and raised its price target to $35 from $24. Analyst Steve Byrne said he believes 2018 will mark a bottom in global phosphate utilization rates and now believes there is more upside risk to consensus estimates as the cycle improves. Mosiac was higher by 3.5% approaching midday. BTIG SAYS BUY LIVE NATION: BTIG analyst Brandon Ross upgraded Live Nation (LYV) to Buy from Neutral with a $60 price target, saying he is now more convinced that the company will outperform expectations amid inflecting growth with an added possibility of M&A. Despite the tough comparisons, Ross notes that Live Nation should "handily" top operating income consensus in FY18 and going forward, having built an "insurmountable" competitive float in U.S. markets, and that its mid-teens EBITDA growth is "the new normal". WHIRLPOOL CUT AFTER EARNINGS: Longbow analyst David MacGregor downgraded Whirlpool (WHR) to Neutral from Buy after the company reported Q2 earnings that missed the firm's "Street low" estimate of $3.55, calling its quarter "disappointing across most dimensions of the business." Expectations for a recovery in the EMEA region are being pushed out to beyond 2020, noted MacGregor, who is waiting for after the company's earnings call to reassess his view of its earnings prospects. MIZUHO CALLS EOG 'THE APPLE OF OIL': Mizuho analyst Paul Sankey started EOG Resources (EOG) with a Buy rating and $173 price target, calling EOG -- his top pick in the group -- the Apple (AAPL) of oil. EOG has been a pioneer in unconventional oil development in the U.S. and its technology-driven, innovation-focused approach will continue to drive peer-leading rates of return and oil growth, the analyst contended. EOG was up 2.6% near midday. SUSQUEHANNA RAISES ALPHABET TARGET TO $1,500: After Alphabet's (GOOG, GOOGL) Q2 earnings report on Monday night, many analyst firms raised their price targets on the name. The highest of those targets was from Susquehanna analyst Shyam Patil, who raised his price target on Alphabet to $1,500 from $1,250. The analyst cited the "impressive" sites revenue growth acceleration, which he sees as evidence that the secular momentum for the ads business remains in place. Patil reiterated his Positive rating on Alphabet shares. Class A shares of Google's parent were up over 4% to $1,260.80 at time of writing.

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