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STX

Seagate

$51.17

-3.89 (-7.07%)

, FOX

21st Century Fox

$45.21

0.26 (0.58%)

11:45
08/09/18
08/09
11:45
08/09/18
11:45

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. GOLDMAN CUTS SEAGATE TO SELL: Goldman Sachs analyst Mark Delaney downgraded Seagate Technology (STX) to Sell from Neutral and lowered his price target for the shares to $44 from $50, representing 20% downside from current levels. While Seagate has improved its product offerings in the last few years, hard disk drives remain a cyclical industry, and one "facing secular challenges in many parts of the market," Delaney said. He believes Seagate's fundamentals will peak in the second half of 2018 and decline in 2019. RBC CUTS FOX TO SECTOR PERFORM ON VALUATION: RBC Capital analyst Steven Cahall downgraded 21st Century Fox (FOXA) to Sector Perform from Outperform, but raised his price target to $49 from $45. The analyst noted that the stock is now trading near its M&A price and that he does not see any competitive bids emerging. Cahall adds that while the company is "undervalued", he awaits the separation to re-evaluate his stance. MORGAN STANLEY DOWNGRADES SEMI INDUSTRY: Morgan Stanley analyst Joseph Moore said he has become less constructive on semiconductor stocks through the year and he now believes elevated inventory levels and stretched lead times leave "no margin for error." Given his view that any lead time adjustment or demand slowdown could drive a "meaningful correction," Moore has downgraded his semiconductor industry view to Cautious from In-Line. He favors connector companies, like Amphenol (APH) and TE Connectivity (TEL) over analog/MCU at this point in the cycle, due to lower risk around lead time issues, Moore said. He also has a "strong preference" for high margin and more defensive models, such as Analog Devices (ADI) over lower margin and commodity exposed ones, like Cypress Semiconductor (CY) and ON Semiconductor (ON), he said. Despite his more cautious view on the space, Moore kept Overweight ratings on Nvidia (NVDA), Xilinx (XLNX) and Ambarella (AMBA), citing his view that they should benefit from secular growth in the area of AI, data center, and autonomous. SOUTHERN COMPANY GETS MULTIPLE DOWNGRADES AFTER Q2 REPORT: Barclays analyst Eric Beaumont downgraded Southern Company (SO) to Equal Weight and lowered his price target for the shares to $48 from $51. Credit Suisse analyst Michael Weinstein downgraded Southern Company to Underperform from Neutral and lowered his price target on the shares to $43 from $46. Guggenheim analyst Shahriar Pourreza downgraded Southern Company to Neutral from Buy and lowered his price target on the stock to $47 from $50. Evercore ISI analyst Greg Gordon downgraded Southern Company to Underperform from In Line and lowered his price target on Southern shares to $46 from $46.75.

STX

Seagate

$51.17

-3.89 (-7.07%)

FOX

21st Century Fox

$45.21

0.26 (0.58%)

FOXA

21st Century Fox

$45.72

0.25 (0.55%)

APH

Amphenol

$95.22

0.76 (0.80%)

TEL

TE Connectivity

$94.19

-0.54 (-0.57%)

ADI

Analog Devices

$98.34

-0.13 (-0.13%)

CY

Cypress Semiconductor

$17.65

-0.285 (-1.59%)

ON

ON Semiconductor

$22.13

-0.29 (-1.29%)

NVDA

Nvidia

$257.83

-0.575 (-0.22%)

XLNX

Xilinx

$73.29

-0.17 (-0.23%)

AMBA

Ambarella

$39.28

-0.17 (-0.43%)

SO

Southern Company

$46.73

-0.16 (-0.34%)

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STX Seagate
$51.17

-3.89 (-7.07%)

08/09/18
GSCO
08/09/18
DOWNGRADE
Target $44
GSCO
Sell
Seagate downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Mark Delaney downgraded Seagate Technology (STX) to Sell and lowered his price target for the shares to $44 from $50, representing 20% downside from current levels. While Seagate has improved its product offerings in the last few years, hard disk drives remain a cyclical industry, and one "facing secular challenges in many parts of the market," Delaney tells investors in a research note. He believes Seagate's fundamentals will peak in the second half of 2018 and decline in 2019. NAND is oversupplied and sold state drive prices are falling, Delaney says. Further, the analyst notes that Seagate trades at a "greater than two turn premium" on forward price-to-earnings ratio relative to peers Western Digital (WDC) and Micron (MU).
07/27/18
MSCO
07/27/18
NO CHANGE
Target $96
MSCO
Equal Weight
Western Digital relative underperformance creates potential, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said he has believed for the last 9 months that NAND was moving into moderate oversupply and companies were overly optimistic about a recovery in the second half, as has been playing out this quarter. While noting that his 2019 estimates for Western Digital (WDC) are "well below" consensus, Moore also said the stock is inexpensive and its underperformance compared to both hardware peer Seagate (STX) and memory peer Micron (MU) creates "significant potential." Despite the material upside potential he sees from here, Moore keeps an Equal Weight rating on Western Digital with a slightly lowered price target of $96, advocating to wait for numbers to come down.
08/09/18
08/09/18
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. Seagate (STX) downgraded to Sell from Neutral at Goldman Sachs by analyst Mark Delaney, who said that while Seagate has improved its product offerings in the last few years, hard disk drives remain a cyclical industry, and one "facing secular challenges in many parts of the market." 2. 21st Century Fox (FOXA) downgraded to Sector Perform from Outperform at RBC Capital by analyst Steven Cahall who noted that the stock is now trading near its M&A price and that he does not see any competitive bids emerging. 3. e.l.f. Beauty (ELF) downgraded to Hold from Buy at Jefferies by analyst Stephanie Wissink, who said she is disappointed with the company's "sales fall off," which she says "seems more systemic than previously assumed." e.l.f.'s profit advancement will reverse in the second half of the year amid stepped up brand investment. Shares were also downgraded to Underweight from Neutral at Piper Jaffray, who said she sees a "growing risk of shelf-space cuts into 2019" if underlying sales trends do not improve, at Citi to Neutral from Buy and at DA Davidson to Neutral from Buy. 4. Southern Company (SO) downgraded to Underperform from In Line at Evercore ISI by analyst Greg Gordon, who said he believes the shares are still not discounting enough risk after the company announced a $790M after-tax charge related to an increase in the cost estimate for constructing Vogtle Nuclear Plants 3 and 4. Shares were also downgraded to Underperform from Neutral at Credit Suisse, to Equal Weight from Overweight at Barclays and to Neutral from Buy at Guggenheim. 5. Schneider National (SNDR) downgraded to Underperform from Buy at BofA/Merrill by analyst Ken Hoexter, who cited "stretched" relative valuation. The analyst also downgraded Genesee & Wyoming (GWR) to Neutral from Buy, saying recent strength in shares has led to a premium multiple and sees minimal upside. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/14/18
LOOP
06/14/18
NO CHANGE
Target $70
LOOP
Buy
Seagate gross margins to track higher for the rest of 2018, says Loop Capital
Loop Capital analyst Ananda Baruah kept his Buy rating and $70 price target on Seagate, saying the company should continue tracking to the upside in its gross margins for the rest of this year. The analyst cites continued growth of demand for cloud drives and absorption of costs starting with the September quarter. Baruah also anticipates Seagate to reach annual EPS of over $6 one year earlier than expected.
FOX 21st Century Fox
$45.21

0.26 (0.58%)

07/13/18
07/13/18
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. VF CORP DOUBLE UPGRADE: BofA Merrill Lynch analyst Robert Ohmes upgraded VF Corp (VFC) to Buy from Underperform and raised his price objective to $96 from $65 ahead of the company's earnings report on July 20, telling investors in a research note that he believes Vans will be a "go-to-brand" for the back-to-school selling season. He said his channel checks indicate accelerating momentum in Vans, especially classic styles, and that the $50-$60 price point is attractive given consumers' shift to value. RAYMOND JAMES DOWNGRADES AT&T: Raymond James downgraded AT&T (T) to Market Perform from Outperform. Analyst Frank Louthan said he views the Department of Justice appeal of the Time Warner case as a negative and said it is a "frustrating delay." Louthan expects the suit to be a "significant overhang" for an extended period of time, which will limit share appreciation, but remains confident AT&T will prevail. AT&T is lower by 2% in late morning trading. STIFEL STARTS GALMED WITH A BUY: Stifel analyst Adam Walsh initiated Galmed (GLMD) with a Buy rating and $35 price target, calling it a "legitimate late-stage NASH play" after Aramchol recently proved itself in a Phase 2 trial as a clearly active and "very safe" compound for treating NASH. Galmed is trading higher by over 17% in late morning trading. MORGAN STANLEY HIKES WWE TARGET TO $100: Morgan Stanley analyst Benjamin Swinburne said that WWE (WWE), by securing rights fees in its new five-year agreements with NBC (CMCSA, CMCSK) and Fox (FOX, FOXA) that are 3.6 times higher than its prior five-year broadcast agreement with NBC, has gained a "massive increase" in earnings power and "extremely high" visibility into the associated revenue. Given the recently announced deals, he raised his price target on WWE shares to $100 from $58 and kept an Overweight rating on the stock. WILLIAM BLAIR CALLS KEMPER PULLBACK 'BUYING OPPORTUNITY': William Blair analyst Adam Klauber said he views shares of Kemper (KMPR) as "even more attractive" after the recent pullback, which he attributes to selling pressures from Infinity Property shareholders receiving Kemper stock. Klauber said Kemper "continues to be our top conviction idea," and kept an Outpeform rating on the name. Kemper is higher by 4.8% in late morning trading.
07/13/18
BERN
07/13/18
NO CHANGE
BERN
Bernstein 'not so sure' Comcast will give up on Fox assets
Bernstein analyst Todd Juenger said that it appears that the market is starting to believe Comcast (CMCSA) will give up on its bid to buy assets from 21st Century Fox (FOXA) and focus on Sky (SKYAY), but he said he is "not so sure" that is the case after only one counter from Disney (DIS). He does not believe Comcast would put forth a $35 bid unless it was prepared to bid up to near $45 per share, Juenger tells investors. If Comcast ups its bid, it either wins Fox at a high price or Disney is forced to pay more, which both seem better than giving up to him, Juenger stated. In any case, the "winner" will be left with increased leverage on a cyclical business late in the cycle at a time when it needs to invest significantly to build its direct-to-consumer business, added Juenger.
06/27/18
GUGG
06/27/18
NO CHANGE
Target $82
GUGG
Buy
WWE price target raised to $82 from $68 at Guggenheim
After WWE announced new five year deals for RAW and SmackDown yesterday evening, Guggenheim analyst Curry Baker raised his price target on the stock to $82 from $68, noting that the combined average annual value of the deals with Comcast's (CMCSA) USA Network and Fox Sports (FOXA) of $524M was ahead of his $500M a year forecast. Beyond the renewals, Baker sees a number of opportunities remaining for WWE, including renewals in the UK and India, incremental content deals, and WWE Network tiering. He keeps a Buy rating on WWE shares.
FOXA 21st Century Fox
$45.72

0.25 (0.55%)

08/09/18
RBCM
08/09/18
DOWNGRADE
RBCM
Sector Perform
21st Century Fox downgraded to Sector Perform from Outperform at RBC Capital
08/09/18
RBCM
08/09/18
DOWNGRADE
Target $49
RBCM
Sector Perform
21st Century Fox downgraded to Sector Perform at RBC Capital on valuation
As reported earlier, RBC Capital analyst Steven Cahall downgraded 21st Century Fox to Sector Perform from Outperform but raised his price target to $49 from $45. The analyst notes that the stock is now trading near its M&A price and that he does not see any competitive bids emerging. Cahall adds that while the company is "undervalued", he awaits the separation to re-evaluate his stance.
08/08/18
BMOC
08/08/18
NO CHANGE
Target $110
BMOC
Market Perform
Disney price target raised to $110 from $100 at BMO Capital
BMO Capital analyst Daniel Salmon raised his price target on Disney (DIS) to $110 after its Q3 results, saying the company offered some positive updates on its direct-to-consumer products which "could be bundled together eventually". The analyst adds that the stock could continue to drift higher if its 21st Century Fox (FOXA) deal remains on track, but prefers a neutral stance, citing the halted buyback program and potential volatility in the TV/film licensing revenue. Salmon also believes that Disney's Consumer Licensing and Retail segments face headwinds.
APH Amphenol
$95.22

0.76 (0.80%)

08/09/18
08/09/18
UPGRADE
Target $102

Overweight
Amphenol upgraded to Overweight on defensive positioning at Morgan Stanley
As previously reported, Morgan Stanley analyst Craig Hettenbach upgraded Amphenol to Overweight from Equal Weight to reflect its more defensive attributes as he sees cyclical risks rising for the semiconductor industry in the second half of this year and in 2019. Amphenol saw a 6% negative EPS revision compared to the median of negative 11% during the last correction in the semiconductor markets in mid 2015, noted Hettenbach. He raised his price target on Amphenol shares to $102 from $95, citing a higher multiple given his confidence in growth in sensors and expectation that the market will give the company credit for future sensors deals.
08/09/18
MSCO
08/09/18
NO CHANGE
MSCO
Morgan Stanley downgrades semiconductor industry view to Cautious
Morgan Stanley analyst Joseph Moore said he has become less constructive on semiconductor stocks through the year and he now believes elevated inventory levels and stretched lead times leave "no margin for error." Given his view that any lead time adjustment or demand slowdown could drive a "meaningful correction," Moore has downgraded his semiconductor industry view to Cautious from In-Line. He favors connector companies, like Amphenol (APH) and TE Connectivity (TEL) over analog/MCU at this point in the cycle, due to lower risk around lead time issues, Moore said. He also has a "strong preference" for high margin and more defensive models, such as Analog Devices (ADI) over lower margin and commodity exposed ones, like Cypress Semiconductor (CY) and ON Semiconductor (ON), he said. Despite his more cautious view on the space, Moore keeps Overweight ratings on Nvidia (NVDA), Xilinx (XLNX) and Ambarella (AMBA), citing his view that they should benefit from secular growth in the area of AI, data center, and autonomous. Other semiconductor names include Microchip (MCHP), Qorvo (QRVO), Micron (MU), Intel (INTC), Broadcom (AVGO) and Qualcomm (QCOM).
08/09/18
MSCO
08/09/18
UPGRADE
MSCO
Overweight
Amphenol upgraded to Overweight from Equal Weight at Morgan Stanley
03/02/18
03/02/18
NO CHANGE

Correction: Amphenol not downgraded today at Stifel
TEL TE Connectivity
$94.19

-0.54 (-0.57%)

03/27/18
03/27/18
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. TE Connectivity (TEL) initiated with an Outperform at Oppenheimer. 2. Altice USA (ATUS) initiated with an Outperform at Cowen. 3. Quidel (QDEL) initiated with a Buy at Craig-Hallum. 4. Mednax (MD) initiated with a Neutral at Credit Suisse. 5. Regency Centers (REG) initiated with an Overweight at Morgan Stanley. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/18/18
GSCO
04/18/18
UPGRADE
Target $101
GSCO
Neutral
TE Connectivity upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst Mark Delaney upgraded TE Connectivity to Neutral and raised his 12-month price target for the shares to $101 from $94. The analyst has increased confidence in TE's ability to sustain "solid" fundamental trends this year given its backlog and continued "solid" auto and industrial demand data points throughout Q1. TE is also benefiting from content gain opportunities in hybrid cars and electric vehicles, and the company has done well to increase its exposure to hyperscale customers within its Communications Solutions segment, Delaney tells investors in a research note. The analyst, however, still expects the company's growth to decelerate and he views the current valuation as full.
07/17/18
BARD
07/17/18
NO CHANGE
Target $127
BARD
Outperform
TE Connectivity raised to Fresh Pick at Baird
Baird analyst David Leiker raised TE Connectivity to Fresh Pick ahead of Q3 earnings as he believes the company can surprise to the upside on several fronts. The analyst said he remains a buyer, citing the stock's relative underperformance, expectations for higher Transportation growth and better than expected margins, and the potential for a positive outlook following the report. Leiker reiterated his Outperform rating and raised his price target to $127 from $125 on TE Connectivity shares.
ADI Analog Devices
$98.34

-0.13 (-0.13%)

07/23/18
MSCO
07/23/18
NO CHANGE
MSCO
Tariff uncertainty a potential risk to semiconductor demand, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said the firm's quarterly survey of distributors leads him to expect "solid" Q2 results and Q3 guidance from broad-based semiconductor companies this earnings season as demand remains strong. However, the present tariff related uncertainty present a risk for a "demand shock" that could lead to an inventory unwind in the semi supply chain, Moore warns investors. He thinks the potential of further semi stock outperformance is limited at this stage of the cycle, while "even the slightest whiff on the demand front" could lead to a significant decline in stocks, he tells investors. Moore added that he favors companies with more defensive characteristics, such as Analog Devices (ADI), over those with more commodity exposure and lower margins, like Cypress Semiconductor (CY). Other publicly traded companies in the semiconductors space include Micron (MU), AMD (AMD), Intel (INTC), Marvell (MRVL), Microchip (MCHP), Nvidia (NVDA), Qualcomm (QCOM) and Texas Instruments (TXN). Shares of Micron are down 2.5% in pre-market trading to $53.65.
07/19/18
NOMU
07/19/18
INITIATION
NOMU
Nomura rolls out Analog Semi coverage, names ON top pick
Nomura Instinet analyst Krysten Sciacca last night rolled out coverage on Analog Semiconductors. The analyst expects the group to outperform throughout the remainder of 2018 given its "steadier business models" versus other semi sectors, "strong" free cash flow generation and the "strong" demand coming from the auto and industrial applications. Her top pick is ON Semiconductor (ON), which the analyst initiated with a Buy rating and $30 price target. ON currently trades at a 35% discount to the Analog group, but its multiple should expand as investors come to better appreciate the company's exposure to industrial and auto, Sciacca told investors in a research note. She believes the company's 2020 target model will likely prove conservative. Sciacca also initiated coverage of Microchip (MCHP) with a Buy rating and $110 price target. The stock currently trades at a 22% discount to the comp group, but its "aggressive" de-leveraging, market share gains, and "strong" executional track record warrant the stock returning to its historical five-year average premium of 2%, the analyst contends. She initiated Cree (CREE) with a Hold rating and $44 price target saying the stock is already pricing in tailwinds and assumed coverage of Analog Devices (ADI) with a Neutral rating and $100 price target.
07/18/18
NOMU
07/18/18
INITIATION
Target $100
NOMU
Neutral
Analog Devices initiated with a Neutral at Nomura Instinet
Nomura Instinet initiated Analog Devices with a Neutral and $100 price target.
CY Cypress Semiconductor
$17.65

-0.285 (-1.59%)

07/17/18
SUSQ
07/17/18
NO CHANGE
SUSQ
Semi lead-times signal strong demand backdrop, says Susquehanna
Susquehanna analyst Christopher Rolland said his primary research reveals modestly expanding lead times for semis during Q2, suggesting a strong demand backdrop. He also suggested it could be due to some over-ordering and noted they are just below the 2011 peak. The analyst believes Q2 is likely to be solid for the group, but adds that over-ordering risks are growing.
06/26/18
PIPR
06/26/18
NO CHANGE
Target $22
PIPR
Overweight
Cypress Semi has 'several' revenue catalysts in place, says Piper Jaffray
Piper Jaffray analyst Harsh Kumar reiterated an Overweight rating and $22 price target on Cypress Semiconductor after hosting investor meetings with Cypress CEO Hassane El-Khoury and CFO Thad Trent, telling investors in a research note that he remains confident in the long-term trajectory of the company. Kumar believes there are several revenue catalysts in place, and given the company's positioning in automotive, IoT, connectivity, and USB-C, the company is in a "sweet spot" for growth. Additionally, Cypress remains on-track with its margin targets, and in our opinion, there are additional margin levers left in the company's arsenal. Given the company's long-term profile, Kumar believes there is also potential for multiple expansion.
ON ON Semiconductor
$22.13

-0.29 (-1.29%)

08/09/18
MSCO
08/09/18
DOWNGRADE
Target $18.5
MSCO
Underweight
ON Semiconductor downgraded to Underweight on cyclical risks at Morgan Stanley
As previously reported, Morgan Stanley analyst Craig Hettenbach downgraded ON Semiconductor to Underweight from Equal Weight as he see a reduction in lead times serving as a possible catalyst for an inventory correction by Q4. He also views ON Semi shares as more susceptible to multiple contraction than peers if the cycle turns given the stock's period of strong outperformance. Hettenbach lowered his price target on ON Semi shares to $18.50 from $20.
08/09/18
MSCO
08/09/18
DOWNGRADE
MSCO
Underweight
ON Semiconductor downgraded to Underweight from Equal Weight at Morgan Stanley
07/31/18
MKMP
07/31/18
NO CHANGE
Target $28
MKMP
Buy
ON Semiconductor's current demand environment remains strong, says MKM Partners
MKM Partners analyst Ruben Roy kept his Buy rating and $28 price target on ON Semiconductor, saying the company continues to execute well while making progress toward its long-term operating targets. The analyst also cites the management's latest comments that the current environment remains strong and demand is increasing across most of the company's end markets. Roy further notes that On Semiconductor shares trade at a "meaningful discount" to the broader semiconductor peer group average multiple.
NVDA Nvidia
$257.83

-0.575 (-0.22%)

08/07/18
GSCO
08/07/18
NO CHANGE
Target $324
GSCO
Buy
Nvidia price target raised to $324 from $310 at Goldman Sachs
Goldman Sachs analyst Toshiya Hari raised his price target for Nvidia (NVDA) to $324 from $310 ahead of quarterly results. Unlike the past 10 quarters where the company handily beat/raised Street estimates, the analyst expects a noisy quarter with the focal points being the upcoming product transition in Gaming, the current product transition in Datacenter, weakness in cryptocurrency mining and the potential side-effects in the core Gaming GPU business, and potential disruption from the virus attack at TSMC (TSM). That said, Hari notes that his long-term bull thesis on Nvidia remains intact and reiterates a Buy rating on the shares.
08/06/18
BOFA
08/06/18
NO CHANGE
Target $25
BOFA
Buy
AMD price target raised to $25 from $21 at BofA/Merrill
BofA/Merrill analyst Vivek Arya raised his price target on AMD (AMD) to $25 and kept his Buy rating while also raising his FY19 EPS target to 75c vs. consensus view of 62c. The analyst cites AMD's "generational opportunity" to exploit Intel (INTC) 10nm delays to gain market share data security and cloud servers along with its recent upward revision in server average selling prices, as indicated by Mercury industry data. Arya further notes the company's "discussion with several large cloud customers for its second-gen 7nm Rome server, as well as its 7nm computing graphics card for AI, where it competes against NVidia (NVDA).
08/07/18
08/07/18
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. BOFA CUTS ZILLOW TO NEUTRAL: BofA Merrill Lynch analyst Nat Schindler downgraded Zillow (Z, ZG) to Neutral from Buy and cut its price target to $60 from $70 following the Q2 report and reduction in guidance. Schindler said the quarter indicated Zillow is taking longer than expected to ramp up the Homes business, Rentals revenue missed and the outlook was cut, and other revenue also missed, indicating the new construction opportunity is also taking longer to materialize. Zillow Class A shares are down about 17% in late morning trading. MORGAN STANLEY SAYS WAYMO COULD BE WORTH $175B: Morgan Stanley analyst Brian Nowak increased his enterprise value estimate for Alphabet's (GOOG, GOOGL) Waymo unit from $75B for ride sharing only to $175B given his analyses for two other emerging business models, logistics and licensing. He believes Waymo remains on track to launch an autonomous ride hailing service in Phoenix this year and believes this business could be worth about $80B over the long-term. Given his view of Waymo being a key part of Alphabet's long-term value, Nowak raised his sum of the parts valuation to $1,550 from $1,400. He has an Overweight rating and $1,325 price target on Alphabet shares. GOLDMAN RAISES NVIDIA TARGET AHEAD OF EARNINGS: Goldman Sachs analyst Toshiya Hari raised his price target for Nvidia (NVDA) to $324 from $310 ahead of quarterly results. Unlike the past 10 quarters where the company handily beat Street estimates and raised guidance, the analyst expects a "noisy" quarter with the focal points being the upcoming product transition in Gaming, the current product transition in Datacenter, weakness in cryptocurrency mining, and potential disruption from the virus attack at TSMC (TSM). That said, Hari noted that his long-term bull thesis on Nvidia remains intact and reiterated a Buy rating on the shares. ARGUS CUTS CBS TO HOLD: Argus analyst Joseph Bonner downgraded CBS (CBS) to Hold from Buy, noting significant downside risks for the company from both the sexual harassment allegations against CEO Moonves and the board's attempts to prevent the Viacom (VIA, VIAB) merger. Bonner noted that if the Moonves allegations are proven true, he would be immediately dismissed, which could end the board's bid to remain independent and thereby inflict damage on the shareholders.
XLNX Xilinx
$73.29

-0.17 (-0.23%)

07/26/18
07/26/18
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. Dana (DAN) upgraded to Overweight from Equal Weight at Barclays with analyst Brian Johnson citing the company's Q2 results. 2. Xilinx (XLNX) upgraded to Buy from Neutral at Rosenblatt and to Buy from Underperform at BofA/Merrill. 3. Freeport McMoRan (FCX) upgraded to Hold from Sell at Deutsche Bank with analyst Chris Terry saying he believes the risks are now priced into the shares. 4. Integra LifeSciences (IART) upgraded to Buy from Neutral at BTIG with analyst Ryan Zimmerman saying the pullback in the stock price after its in-line Q2 results has created a more attractive valuation. 5. Cracker Barrel (CBRL) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying he sees more stable comps and lower food costs helping the company return to low-teen earnings growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/26/18
KEYB
07/26/18
NO CHANGE
Target $87
KEYB
Overweight
Xilinx price target raised to $87 from $80 at KeyBanc
KeyBanc analyst John Vinh raised his price target for Xilinx to $87 from $80 after the company posted "solid" results and guided meaningfully higher, despite headwinds in cryptocurrency and concerns regarding the wireless infrastructure market. The analyst reiterates an Overweight rating on the shares.
07/26/18
RSBL
07/26/18
UPGRADE
Target $86
RSBL
Buy
Xilinx upgraded to Buy from Neutral at Rosenblatt
Rosenblatt analyst Hans Mosesmann upgraded Xilinx to Buy from Neutral following the company's earnings report, stating that the company's data center and adaptive computing strategy is paying off much earlier than expected. Xilinx is also seeing much earlier than expected 5G demand in both wireless and wired, added Mosesmann, who set an $86 price target on the stock.
AMBA Ambarella
$39.28

-0.17 (-0.43%)

06/06/18
06/06/18
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. Yelp (YELP) downgraded to Sector Weight from Overweight at KeyBanc analyst Brad Erickson saying his latest customer checks, combined with updated views of Request a Quote, diminish his prior views for upside potential in the name. 2. Macy's (M) downgraded to Neutral from Overweight at Atlantic Equities while Kohl's (KSS) was downgraded to Underweight from Neutral. 3. BHP Billiton (BHP) and BHP Billiton plc (BBL) were downgraded to Neutral from Buy at BofA/Merrill. 4. Trimble (TRMB) downgraded to Buy from Conviction Buy at Goldman Sachs with analyst Jerry Revich saying while he is still bullish on the long-term outlook for rising adoption rates of Trimble's core productivity-enhancing software and hardware, he views the company's key end-markets as more balanced now. 5. Ambarella (AMBA) downgraded to Perform from Outperform at Oppenheimer with analyst Andrew Uerkwitz citing the company's Q1 results. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/17/18
07/17/18
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. Ambarella (AMBA) initiated with a Neutral at BofA/Merrill. 2. New Relic (NEWR) initiated with a Hold at Argus. 3. Adecogro (AGRO) initiated with a Buy at Santander. 4. ElectroCore (ECOR) initiated with a Buy at BTIG and an Outperform at JMP Securities. 5. Apergy (APY) initiated with a Buy at Jefferies. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
07/17/18
BOFA
07/17/18
INITIATION
Target $42
BOFA
Neutral
Ambarella initiated with a Neutral at BofA/Merrill
BofA/Merrill analyst Adam Gonzalez initiated Ambarella with a Neutral and $42 price target citing premium valuation to peers.
SO Southern Company
$46.73

-0.16 (-0.34%)

08/09/18
EVER
08/09/18
DOWNGRADE
Target $46
EVER
Underperform
Southern Company downgraded to Underperform from In Line at Evercore ISI
Evercore ISI analyst Greg Gordon downgraded Southern Company to Underperform from In Line as he believes the shares are still not discounting enough risk after the company announced a $790M after-tax charge related to an increase in the cost estimate for constructing Vogtle Nuclear Plants 3 and 4. Total costs for Southern's 45.7% share of the Vogtle project are now $8.4B, compared to the $7.3B approved by the Georgia PSC when they approved the financial conditions for moving forward at the end of 2017, noted Gordon, who believes the risk of further cost escalations or a project cancellation are not fully reflected in Southern shares even after yesterday's pullback. He lowered his price target on Southern shares to $46 from $46.75.
08/09/18
08/09/18
DOWNGRADE
Target $47

Neutral
Southern Company downgraded to Neutral on Vogtle risk at Guggenheim
As previously reported, Guggenheim analyst Shahriar Pourreza downgraded Southern Company to Neutral from Buy citing the increased costs and risks associated with its Vogtle nuclear project. The risk related to Vogtle is not diminishing and the situation is becoming "increasingly binary," Pourreza tells investors. Pourreza lowered the firm's price target on the stock to $47 from $50. The Fly notes that Southern Company shares have been downgraded by no less than five firms over yesterday and today.
08/09/18
LEHM
08/09/18
DOWNGRADE
Target $48
LEHM
Equal Weight
Barclays joins others in downgrading Southern Company on Vogtle risk
Barclays analyst Eric Beaumont downgraded Southern Company to Equal Weight from Overweight and lowered his price target for the shares to $48 from $51. The company when reported Q2 increased its cost estimate for Vogtle by $700M, established a contingency reserve of $400M, recorded a pre-tax charge of $1.1B and announced the need for $800M of additional equity, Beaumont tells investors in a research note. The analyst adjusted his estimates to reflect dilution from the additional equity and cut his price target to reflect the near-term risk profile of the Vogtle project. Vogtle risk skews to the negative in the short term on the ownership vote and VCM 19 filing, Beaumont contends. Three other firms downgraded Southern Company this morning.

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CMCSA

Comcast

$37.91

0.1 (0.26%)

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Comcast

$0.00

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14:32
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Comcast outbids Fox in battle for Sky, Reuters reports »

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Comcast

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Comcast

$0.00

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FOX

21st Century Fox

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FOXA

21st Century Fox

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SKYAY

Sky

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BOKF

BOK Financial

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CoBiz Financial

$23.44

0.01 (0.04%)

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BOK Financial

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CoBiz Financial

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AMRH

AMERI Holdings

$1.44

-0.04 (-2.70%)

13:30
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BRK.A

Berkshire Hathaway

$331,710.00

-1090 (-0.33%)

13:26
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Berkshire Hathaway still looks underpriced, Barron's says »

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BLGO

BioLargo

$0.00

(0.00%)

13:11
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CZWI

Citizens Community Bancorp

$14.13

0.03 (0.21%)

12:56
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SF

Stifel Financial

$54.86

-0.78 (-1.40%)

12:50
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PBCT

People's United

$17.94

-0.055 (-0.31%)

, FBNK

First Connecticut

$30.95

0.1 (0.32%)

12:47
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09/22
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12:47
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First Connecticut to host special shareholder meeting »

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PBCT

People's United

$17.94

-0.055 (-0.31%)

FBNK

First Connecticut

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ASPS

Altisource

$34.10

-0.09 (-0.26%)

12:44
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12:44
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Altisource to host special shareholder meeting »

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AAPL

Apple

$217.65

-2.35 (-1.07%)

, CSCO

Cisco

$48.51

0.77 (1.61%)

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Periodicals
Apple, Microsoft among stocks with solid dividends, Barron's says »

Technology stocks are not…

AAPL

Apple

$217.65

-2.35 (-1.07%)

CSCO

Cisco

$48.51

0.77 (1.61%)

IBM

IBM

$151.29

0.12 (0.08%)

MSFT

Microsoft

$114.70

1.13 (0.99%)

ORCL

Oracle

$51.08

0.65 (1.29%)

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CAT

Caterpillar

$156.39

0.38 (0.24%)

, AMAT

Applied Materials

$39.62

0.22 (0.56%)

12:28
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12:28
Periodicals
Caterpillar, KeyCorp among stocks to buy as bond yields rise, Barron's says »

As the economy improves,…

CAT

Caterpillar

$156.39

0.38 (0.24%)

AMAT

Applied Materials

$39.62

0.22 (0.56%)

BWA

BorgWarner

$45.24

-0.53 (-1.16%)

KEY

KeyCorp

$20.78

0.02 (0.10%)

PH

Parker-Hannifin

$190.52

0.01 (0.01%)

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BSX

Boston Scientific

$37.76

-0.07 (-0.19%)

, ISRG

Intuitive Surgical

$556.70

-4.43 (-0.79%)

10:34
09/22/18
09/22
10:34
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10:34
Periodicals
'Good time' to think about device markers, Barron's says »

Medical technology stocks…

BSX

Boston Scientific

$37.76

-0.07 (-0.19%)

ISRG

Intuitive Surgical

$556.70

-4.43 (-0.79%)

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  • 09

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TLRY

Tilray

$123.16

-53.365 (-30.23%)

10:20
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Marijuana stocks 'the new Bitcoin,' Barron's says »

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AAPL

Apple

$217.65

-2.35 (-1.07%)

, WMT

Walmart

$95.85

0.1 (0.10%)

09:05
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Hot Stocks
Week in review: How Trump's policies moved stocks »

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AAPL

Apple

$217.65

-2.35 (-1.07%)

WMT

Walmart

$95.85

0.1 (0.10%)

DE

Deere

$152.82

-1.24 (-0.80%)

AGCO

Agco

$60.24

-0.9 (-1.47%)

ADM

Archer Daniels

$50.33

(0.00%)

MOS

Mosaic

$32.33

0.02 (0.06%)

CF

CF Industries

$52.82

-0.48 (-0.90%)

SPWR

SunPower

$7.88

-0.18 (-2.23%)

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AERI

Aerie Pharmaceuticals

$58.50

0.1 (0.17%)

, AGN

Allergan

$191.34

-1.11 (-0.58%)

04:55
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Conference/Events
European Society of Retina Specialists to hold a conference »

18th Congress of EURETINA…

AERI

Aerie Pharmaceuticals

$58.50

0.1 (0.17%)

AGN

Allergan

$191.34

-1.11 (-0.58%)

ALIM

Alimera Sciences

$1.07

(0.00%)

BABY

Natus Medical

$34.45

-0.2 (-0.58%)

BHC

Bausch Health

$24.92

-0.07 (-0.28%)

BAYRY

Bayer

$0.00

(0.00%)

ELXMF

Ellex Medical Lasers

$0.00

(0.00%)

GKOS

Glaukos

$58.78

-1.69 (-2.79%)

IRIX

IRIDEX

$6.52

0.08 (1.24%)

JNJ

Johnson & Johnson

$142.85

0.85 (0.60%)

NITE

Nightstar Therapeutics

$25.64

-1.71 (-6.25%)

NVS

Novartis

$85.46

-0.505 (-0.59%)

OCUL

Ocular Therapeutix

$6.45

0.03 (0.47%)

RHHBY

Roche

$0.00

(0.00%)

SHPG

Shire

$178.32

-1.68 (-0.93%)

STAA

STAAR Surgical

$47.00

-0.9 (-1.88%)

TMDI

Titan Medical

$2.24

0.02 (0.90%)

TTNP

Titan Pharmaceuticals

$0.22

-0.2833 (-56.66%)

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CDTI

CDTi

$0.34

0.01 (3.08%)

18:15
09/21/18
09/21
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18:15
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CDTi sees September 21 as effective date of reverse stock split »

CDTi Advanced Materials…

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DUK

Duke Energy

$79.82

-0.81 (-1.00%)

18:08
09/21/18
09/21
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Hot Stocks
Duke Energy restored nearly 1.8M outages in NC, SC during past week »

Duke Energy crews today…

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JNJ

Johnson & Johnson

$142.85

0.85 (0.60%)

18:01
09/21/18
09/21
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18:01
Hot Stocks
Johnson & Johnson's Janssen discloses phase 3 study results of Esketamine »

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UAL

United Continental

$89.94

0.8 (0.90%)

17:39
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United pilots refuse contract changes on regional routes, Reuters says »

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  • 21

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XLE

Energy Select Sector SPDR

$75.11

0.5132 (0.69%)

, XLU

Utilities SPDR

$53.04

0.2049 (0.39%)

17:36
09/21/18
09/21
17:36
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17:36
General news
Week ending ETF Scorecard: Materials outperform, Utlilites slump »

S&P500 SECTORS:…

XLE

Energy Select Sector SPDR

$75.11

0.5132 (0.69%)

XLU

Utilities SPDR

$53.04

0.2049 (0.39%)

IYR

DJ US Real Estate Index Fund

$81.88

-0.06 (-0.07%)

XLP

Consumer Staples Sector SPDR

$55.02

0.1285 (0.23%)

XLY

Consumer Discretionary Sector SPDR

$116.98

-0.4288 (-0.37%)

XLB

S&P Select Materials SPDR

$60.54

-0.1312 (-0.22%)

XLF

Financial Select Sector

$28.73

-0.1175 (-0.41%)

XLV

Health Care Select Sector SPDR

$94.26

0.1571 (0.17%)

XLK

Technology Select Sector SPDR

$74.68

-0.2056 (-0.27%)

XLI

Industrial Select Sector SPDR

$79.71

0.2338 (0.29%)

GLD

SPDR Gold Trust

$113.48

-0.77 (-0.67%)

SLV

iShares Silver Trust

$13.44

-0.01 (-0.07%)

USO

United States Oil Fund

$14.95

0.145 (0.98%)

UNG

United States Natural Gas Fund

$24.60

0.235 (0.96%)

HYG

iShares iBoxx $ High Yield Corporate Bond

$86.24

0.05 (0.06%)

LQD

iShares iBoxx $ Investment Grade Corporate Bond

$114.72

0.04 (0.03%)

TLT

iShares 20+ Year Treasury Bond Fund

$117.12

-0.02 (-0.02%)

IEF

iShares 7-10 Year Treasury Bond ETF

$101.00

0.03 (0.03%)

SHY

iShares 1-3 Year Treasury Bond

$83.05

0.02 (0.02%)

IWD

iShares Russell 1000 Value

$129.51

0.13 (0.10%)

IWF

iShares Russell 1000 Growth

$155.30

-0.55 (-0.35%)

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OHGI

One Horizon Group

$0.18

-0.0088 (-4.63%)

17:34
09/21/18
09/21
17:34
09/21/18
17:34
Syndicate
Breaking Syndicate news story on One Horizon Group »

One Horizon Group files…

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CYTX

Cytori Therapeutics

$0.41

-0.033 (-7.38%)

17:31
09/21/18
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17:31
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17:31
Syndicate
Breaking Syndicate news story on Cytori Therapeutics »

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NEM

Newmont Mining

$31.56

0.05 (0.16%)

17:22
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17:22
Syndicate
Breaking Syndicate news story on Newmont Mining »

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CB

Chubb

$139.87

-0.05 (-0.04%)

17:22
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17:22
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Chubb CEO Greenberg sells $8.6M in common stock »

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VTVT

vTv Therapeutics

$0.80

0.0096 (1.21%)

17:21
09/21/18
09/21
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17:21
Hot Stocks
vTv says FDA advised that azeliragon efficacy be shown in at least 2 trials »

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