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SSNLF

Samsung

$0.00

(0.00%)

, T

AT&T

$32.41

0.04 (0.12%)

12:08
08/09/18
08/09
12:08
08/09/18
12:08

Samsung announces Galaxy Note9 with 'most intelligent' camera yet

Samsung Electronics (SSNLF) announced the latest addition to its premium Note series with Galaxy Note9. The Note will include a new S Pen that features connectivity for the first time ever as well as Samsung's "most intelligent" camera yet. The phone will also be available in new, bold colors, Ocean Blue and Lavender Purple, Galaxy Note9 will help users stand out from the crowd and get the most out of everything they do. "The Note has always been our showcase for premium technology and industry-defining innovation, and Galaxy Note9 is no exception. It's designed for a level of performance, power and intelligence that today's power users want and need," said DJ Koh, President and CEO of IT & Mobile Communications Division, Samsung Electronics. "Note fans are Samsung's most loyal; we know they want it all, to get the most out of work and play, and Galaxy Note9 is the only phone that can keep up with their busy lives." AT&T (T), Sprint (S), T-Mobile (TMUS), U.S. Cellular (USM), Verizon Wireless (VZ) and Xfinity (CMCSA) will carry the 128GB Galaxy Note9 in stores and online beginning August 24, 2018 for $999.99. The 512GB Galaxy Note9 will be available at select retail locations and online at AT&T, T-Mobile, Verizon, U.S. Cellular and Samsung.com starting August 24, 2018 for $1,249.99. Pre-orders will begin at 12:01 a.m. EDT on August 10, 2018.

SSNLF

Samsung

$0.00

(0.00%)

T

AT&T

$32.41

0.04 (0.12%)

S

Sprint

$6.09

-0.005 (-0.08%)

TMUS

T-Mobile

$65.31

-0.19 (-0.29%)

USM

U.S. Cellular

$43.30

1.205 (2.86%)

VZ

Verizon

$53.00

0.29 (0.55%)

CMCSA

Comcast

$35.41

0.36 (1.03%)

CMCSK

Comcast

$0.00

(0.00%)

  • 09

    Aug

  • 16

    Aug

  • 17

    Aug

  • 10

    Sep

SSNLF Samsung
$0.00

(0.00%)

07/20/18
CHLM
07/20/18
NO CHANGE
Target $120
CHLM
Buy
Skyworks price target raised to $120 from $115 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss reiterated a Buy rating on Skyworks (SWKS) and raised his price target to $120 after the company reported results and guidance above estimates, telling investors in a research note that he believes guidance would have been even higher if not for significant weakness at Samsung (SSNLF). Additionally, Stoss continues to believe Apple (AAPL) builds will be more front-end loaded. 5G is set to impact infrastructure in 2H2019 and smartphones in 2020, he adds, producing another step function higher in content per phone.
06/20/18
DADA
06/20/18
NO CHANGE
Target $125
DADA
Buy
MKS Instruments offers strong operating leverage, says DA Davidson
DA Davidson analyst Thomas Diffely kept his Buy rating and $125 price target on MKS Instruments (MKSI), saying he is turning more bullish after the company's analyst meeting yesterday. Diffely cites the company's earnings power at over $11.50 by 2021 from the continuation of its strong operating leverage as well as an "extremely bullish" 2019 WFE industry projection of $62B. Despite this positive takeaway, the analyst is also trimming his Q3 EPS estimates to $1.86 from $2.08 due to a recent pushout of 3D NAND investments at Samsung (SSNLF).
06/21/18
DADA
06/21/18
NO CHANGE
Target $90
DADA
Buy
Advanced Energy price target lowered to $90 from $100 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Advanced Energy (AEIS) to $90, citing the impact from the projected pushout of 3D NAND at Samsung (SSNLF). The analyst keeps his Buy rating however, saying that the long term bullish story on the stock is still intact, with growth driven by market demand, technology, and operations. Diffely also contends that investor concerns about "rolling over" semiconductor industry are overblown.
06/22/18
NEED
06/22/18
DOWNGRADE
NEED
Hold
KLA-Tencor downgraded to Hold at Needham on increased foundry investment risk
As reported earlier, Needham analyst Y. Edwin Mok downgraded KLA-Tencor (KLAC) to Hold from Buy, saying his recent checks indicate a heightened risk for slower foundry investments in the second half of 2018. Mok says he is still positive on the company's longer-term prospects, but its foundry delays and DRAM memory push-out reported by Samsung (SSNLF) will pressure earnings for the rest of the year while limiting near-term price appreciation.
T AT&T
$32.41

0.04 (0.12%)

07/30/18
07/30/18
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 UPGRADES AT&T TO BUY: Bank of America Merrill Lynch upgraded AT&T (T) to Buy from Neutral as analyst David Barden is positive on AT&T's 20-year low P/E multiple, Timer Warner merger benefits, favorable emerging wireless business trends, and a call option on value extraction from the merger of AT&T's distribution network with Time Warner's content and ad inventory. He keeps a $37 price target on AT&T shares. DEUTSCHE UPS JUNIPER IN 'CONTRARIAN' CALL: Deutsche Bank analyst Vijay Bhagavath upgraded Juniper Networks (JNPR) to Buy from Hold and raised his price target for the shares to $32 from $25. The analyst said he's "going against the grain" and making a "contrarian call." The post-earnings selloff on the "better than feared" Q2 results and below consensus Q3 guidance, which is primarily related to switch router upgrade timing at a handful of cloud and service provider customers, provides a "reasonable entry point." He believes "robust" switch router and next generation security refresh cycles will start in fiscal 2019 and that Juniper's fundamentals will improve from FY19 through FY21. STIFEL CUTS SYNCHRONOS TO SELL: Stifel analyst Tom Roderick downgraded Synchronoss (SNCR) to Sell from Hold, stating that recent filings reveal that liquidity issues loom, the company is "out of levers, and time is not on their side." The turnaround required to keep the company from fundraising "feels Herculean," added Roderick, who lowered his price target on Synchronoss shares to $3 from $8. BUCKINGHAM SAYS FORCED SALE OF CHARTER ASSETS 'UNLIKELY': Buckingham analyst Matthew Harrigan noted that New York's Public Service Commission has moved to push Charter (CHTR) out of the state and presented the company with a 60 day ultimatum to find a buyer for its assets there due to what it views as "repeated failures" to honor its commitments around the 2016 merger with Time Warner Cable. While he thinks an extended court battle seems "virtually certain," Harrigan does not see much likelihood of any forced disposition of its New York State assets. He keeps a Buy rating and $397 price target on Charter shares.
07/30/18
07/30/18
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. AT&T (T) upgraded to Buy from Neutral at BofA/Merrill with analyst David Barden saying he is positive on AT&T's 20-year low P/E multiple, Timer Warner (TWX) merger benefits of earnings accretion and expanding cash, favorable emerging wireless business trends, and a call option on value extraction from the merger of AT&T's distribution network with Time Warner's content and ad inventory. 2. American Airlines (AAL) upgraded to Outperform from Neutral at Macquarie. 3. Avis Budget (CAR) upgraded to Buy from Neutral at Northcoast. 4. Cabot Oil & Gas (COG) upgraded to Positive from Neutral at Susquehanna with analyst Biju Perincheril citing the recent weakness in the shares but he also feels the risk/reward is attractive with many projects providing production growth over the next two years along with accelerating free cash flow generation. 5. Juniper (JNPR) upgraded to Buy from Hold at Deutsche Bank with analyst Vijay Bhagavath saying he's "going against the grain" and making a "contrarian call." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/30/18
07/30/18
UPGRADE
Target $37

Buy
AT&T upgraded to Buy on low valuation, deal benefits at BofA/Merrill
As previously reported, BofA/Merrill upgraded AT&T (T) to Buy from Neutral and maintained a $37 price target. Analyst David Barden is positive on AT&T's 20-year low P/E multiple, Timer Warner (TWX) merger benefits of earnings accretion and expanding cash, favorable emerging wireless business trends, and a call option on value extraction from the merger of AT&T's distribution network with Time Warner's content and ad inventory.
07/30/18
BOFA
07/30/18
UPGRADE
BOFA
Buy
AT&T upgraded to Buy from Neutral at BofA/Merrill
S Sprint
$6.09

-0.005 (-0.08%)

08/07/18
SBSH
08/07/18
NO CHANGE
SBSH
Citi credit sees 80% chance of T-Mobile, Sprint merger approval
Citi credit analyst David Phipps believes T-Mobile (TMUS) and Sprint (S) have an 80% chance of winning approval for their proposed merger. The market regularly puts merger approval odds at 50/50, Phipps tells investors in a fixed income research note. The analyst remains bullish on Sprint credit.
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.
06/27/18
LEHM
06/27/18
INITIATION
Target $6
LEHM
Equal Weight
Sprint initiated with an Equal Weight at Barclays
Barclays analyst Amir Rozwadowski reinstated coverage of Sprint (S) with an Equal Weight rating and $6 price target, telling investors that while shares should benefit if the proposed deal with T-Mobile (TMUS) is approved, the company's balance sheet and acknowledged need to ramp network investments could strain its financial and competitive flexibility should a deal not come to fruition. Ultimately, Sprint's valuation could see additional pressure if compelled to remain a standalone company, the analyst contends.
06/27/18
LEHM
06/27/18
INITIATION
Target $74
LEHM
Overweight
T-Mobile initiated with an Overweight at Barclays
Barclays analyst Amir Rozwadowski reinstated coverage of T-Mobile (TMUS) with an Overweight rating and $74 price target, telling investors in a research note that while it is difficult to gauge the outcome of the regulatory approval process for the deal between the company and Sprint (S), he thinks T-Mobile's improving cash generation capabilities provide a number of options for investor value creation with or without a deal. The analyst considers T-Mobile the better risk/reward opportunity at current levels.
TMUS T-Mobile
$65.31

-0.19 (-0.29%)

06/28/18
06/28/18
UPGRADE
Target $77

Outperform
T-Mobile upgraded to Outperform at Wells Fargo
As previously reported, Wells Fargo analyst Jennifer Fritzsche upgraded T-Mobile (TMUS) to Outperform from Market Perform and raised her price target on the shares to $77 from $65. Recent conversations with some of his DC contacts have made him more optimistic that a deal to merge with Sprint (S) could be approved. In either scenario, however, the analyst believes T-Mobile's valuation is "quite compelling" at current levels and sees 30% upside with or without Sprint.
08/06/18
MSCO
08/06/18
NO CHANGE
MSCO
Boeing, Tesla, Nvidia make Morgan Stanley 'key man risk' list
Morgan Stanley equity strategist Mark Savino noted that about 12% of CEO jobs among S&P 500 companies turned over in 2017, noting that this was the highest level of CEO departures since before the financial crisis. The 59 stocks of S&P 500 companies that had CEOs depart in 2017 underperformed the market by 11% over the next 12 months, or since the departure for instances that were less than 12 months ago, noted Savino. In cooperation with the firm's U.S. analysts, Savino and his team identified the companies in each sector they believe face the greatest level of "key man risk," which includes: Boeing (BA), Tesla (TSLA), ADT Inc. (ADT), Moody's (MCO), TransUnion (TRU), Arista Networks (ANET), Church & Dwight (CHD), Coca-Cola (KO), Monster Beverage (MNST), Coupa Software (COUP), Salesforce (CRM), FireEye (FEYE), MongoDB (MDB), Microsoft (MSFT), New Relic (NEWR), XPO Logistics (XPO), Hilton (HLT), Las Vegas Sands (LVS), Best Buy (BBY), Ulta (ULTA), Aflac (AFL), Athene Holding (ATH), Lincoln National (LNC), Arthur J. Gallagher (AJG), Chubb (CB), Amazon.com (AMZN), Activision Blizzard (ATVI), Facebook (FB), Alphabet (GOOGL), Apple (AAPL), Terex (TEX), Cleveland-Cliffs (CLF), Freeport McMoRan (FCX), FleetCor (FLT), Global Payments (GPN), Square (SQ), Jazz Pharmaceuticals (JAZZ), Cheesecake Factory (CAKE), Broadcom (AVGO), Nvidia (NVDA), Chegg (CHGG), DXC Technology (DXC), Medidata (MDSO), Pluralsight (PS), RealPage (RP), Shopify (SHOP) and T-Mobile (TMUS).
USM U.S. Cellular
$43.30

1.205 (2.86%)

05/02/18
RAJA
05/02/18
UPGRADE
RAJA
Outperform
U.S. Cellular upgraded to Outperform from Market Perform at Raymond James
07/11/18
07/11/18
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. Steven Madden (SHOO) downgraded to Neutral from Outperform at Wedbush with analyst Christopher Svezia citing valuation. 2. Jazz Pharmaceuticals (JAZZ) downgraded to Equal Weight at Morgan Stanley with analyst David Risinger saying he believes potential M&A could add new growth drivers and diversify Jazz from Xyrem, which is expected to represent about 70% of its FY18 revenue, but Risinger also thinks investors already anticipate action on that front. 3. U.S. Cellular (USM) and Telephone and Data (TDS) were downgraded to Underweight from Neutral at JPMorgan. 4. Hess Corp. (HES) downgraded to Underweight from Equal Weight at Barclays with analyst Paul Cheng saying his analysis indicates Hess trades at the "steepest premium" in the group. 5. Westlake Chemical (WLK) downgraded to Neutral from Buy at Nomura Instinet with analyst Aleksey Yefremov saying he expects softer demand to weigh on cyclical stocks and reduced his estimates for seven names in the Americas Chemicals space. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/11/18
JPMS
07/11/18
DOWNGRADE
Target $30
JPMS
Underweight
Telephone and Data downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Philip Cusick downgraded Telephone and Data Systems to Underweight and lowered his price target for the shares to $30 from $32. The analyst cites the recent rally in the stock for his downgrade to Underweight. He also downgraded U.S. Cellular (USM) to Underweight.
07/11/18
JPMS
07/11/18
DOWNGRADE
Target $40
JPMS
Underweight
U.S. Cellular downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Philip Cusick downgraded U.S. Cellular to Underweight and lowered his price target for the shares to $40 from $42. The analyst questions the company's strategic value "in a world that will be increasingly focused on 5G services over time." He believes U.S. Cellular could have "substantial value" in a sale but feels the controlling family has no interest in selling. Cusick is using the stock's recent rally to downgrade the name to Underweight.
VZ Verizon
$53.00

0.29 (0.55%)

07/11/18
07/11/18
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. MCDONALD'S CUT TO NEUTRAL: Cleveland Research analyst Steven Gojak downgraded McDonald's (MCD) to Neutral from Buy after his industry checks led him to believe that its comparable sale results in the second half will trend more in-line with consensus expectations. Gojak, who is still modeling Q2 U.S. comp sales growth of 3.7% for McDonald's, which is above the 3.1% consensus growth view, lowered his 2018 U.S. comp estimate to 3.2% from 3.4%, compared to the consensus of 3.1% growth. McDonald's is down 1% in midday trading. NOMURA INITIATES INTERNET SECTOR: Nomura Instinet initiated coverage on the Americas Internet sector. Nomura Instinet initiated Alphabet Class A (GOOGL), Facebook (FB), and Spotify (SPOT) with Buy ratings, and added that Alphabet and Facebook were the best positioned in this newly regulated industry. It initiated Twitter (TWTR) with a Reduce rating, saying that while it is a "stable long-term asset that has something for everyone," the firm believes the market is pricing in "a significant advertising reacceleration that implies a shift in ad spend," while the firm expects "stability instead of a reacceleration of growth." CREDIT SUISSE POSITIVE ON VERIZON, NEGATIVE ON AT&T: Credit Suisse analyst Douglas Mitchelson initiated Verizon (VZ) with an Outperform rating and a price target of $58. The analyst believes Verizon should benefit from its "major $10B cost savings plan, stable capex spending, record low churn, and the benefit of tax reform." Mitchelson also initiated AT&T (T) with an Underperform rating and a price target of $29. Mitchelson said that AT&T will require greater scale and a shift to global direct-to-consumer distribution, stating that the elevated execution risk under its ownership structure and its wireless business look mature with little chance for stabilization in spite of the coming 5G technology. DISNEY VALUATION NOT COMPELLING: Credit Suisse analyst Douglas Mitchelson initiated Disney (DIS) with a Neutral rating and a price target of $114. The analyst noted that the company is "the best positioned traditional media company", but believes the Street has not sufficiently discounted the costs associated with Disney's push into direct-to-consumer streaming services, adding that FY19 will be extra challenging because of high film comps and major theme park project launches.
06/21/18
06/21/18
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. PayPal (PYPL) upgraded to Overweight from Neutral at Atlantic Equities with analyst Kunaal Malde saying he believes the company's differentiated checkout experience should enable the company to continue taking share. 2. Verizon (VZ) and Charter (CHTR) were upgraded to Buy from Neutral at Goldman Sachs. 3. Terex (TEX) upgraded to Buy from Hold at Jefferies with analyst Stephen Volkmann saying Terex has underperformed both the S&P 500 Index and machinery peers year-to-date despite improving backlog and visibility into 2019. 4. AMC Entertainment (AMC) upgraded to Buy from Hold at Benchmark with analyst Mike Hickey saying he believes the company's new movie subscription service will succeed in driving incremental attendance and EBITDA. 5. Becton Dickinson (BDX) upgraded to Overweight from Neutral at JPMorgan with analyst Robbie Marcus saying he sees a "clear path" for Becton to exceed expectations for the second half of 2018 and fiscal 2019 now that the Bard acquisition is two quarters in. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/10/18
FBCO
07/10/18
INITIATION
Target $58
FBCO
Outperform
Verizon initiated with an Outperform at Credit Suisse
As reported earlier, Credit Suisse analyst Douglas Mitchelson initiated Verizon with an Outperform rating and a price target of $58. The analyst notes that wireless competition has likely stabilized and revenue is returning to sustainable near-term growth. Mitchelson also sees Verizon having invested sufficiently for the development of 5G technology, which "at a minimum" will not be a share loss event over the next few years. The analyst further states that Verizon should also benefit from its "major $10B cost savings plan, stable capex spending, record low churn, and the benefit of tax reform".
07/10/18
FBCO
07/10/18
INITIATION
Target $58
FBCO
Outperform
Verizon initiated with an Outperform at Credit Suisse
Credit Suisse analyst Doug Mitchelson initiated Verizon with an Outperform and $58 price target.
CMCSA Comcast
$35.41

0.36 (1.03%)

07/27/18
JEFF
07/27/18
NO CHANGE
Target $41
JEFF
Buy
Comcast cable results remove bear thesis, says Jefferies
Jefferies analyst John Janedis thinks Comcast's cable results in Q2 "take the incremental bear thesis off the table." Broadband subscriber additions came in ahead of expectations, with average revenue per user growth the best in several quarters, Janedis tells investors in a research note. The analyst says the "sky is not falling" and that his Buy thesis is intact. He keeps a $41 price target for shares of Comcast.
07/25/18
JPMS
07/25/18
NO CHANGE
JPMS
Overweight
Invalidated patent 'not material' to TiVo court fight, says JPMorgan
JPMorgan analyst Sterling Auty noted that the USPTO's Patent Trial and Appeal Board has declared patent 8,433,696 held by TiVo (TIVO) to be invalid as it believes that the technology involves a variation of earlier know-how. While a "scary headline," the reality is this does not matter in terms of TiVo's court case with Comcast (CMCSA), since this patent was dropped from the case, said Auty, who keeps an Overweight rating on TiVo shares.
08/06/18
ATLE
08/06/18
UPGRADE
Target $42
ATLE
Overweight
Comcast upgraded to Overweight from Neutral at Atlantic Equities
Atlantic Equities analyst Hamilton Faber upgraded Comcast to Overweight from Neutral and raised his price target on the shares to $42 from $34 as he believes "the bulk of the M&A storm" has passed. The analyst notes that Comcast has pulled out of the race for Fox (FOXA), he now sees a plan B for NBCU and broadband trends have improved dramatically as the company embraces standalone services while mobile is also seeing excellent traction.
08/06/18
08/06/18
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. Comcast (CMCSA) upgraded to Overweight from Neutral at Atlantic Equities with analyst Hamilton Faber saying he believes "the bulk of the M&A storm" has passed. 2. Qualcomm (QCOM) upgraded to Outperform from Market Perform at Cowen with analyst Matthew Ramsay citing the company's $30B buyback and saying he believes the shares offer a compelling risk/reward with effects of lower spending, solid customer performance, and potential QTL resolutions. 3. Square (SQ) upgraded to Buy from Neutral at Buckingham with analyst Chris Brendler saying the Q2 strong results reduced his concerns about high valuation and competition and said there is no reason why Square will not continue to report better-then-expected core revenue growth into 2020. 4. Parker-Hannifin (PH) upgraded to Outperform from In Line at Evercore ISI with analyst David Raso saying the company's recent operational struggles are behind it with this quarters report and views 2019 guidance as conservative. 5. Intercept (ICPT) upgraded to Buy from Sell at Goldman Sachs with analyst Salveen Richter saying Ocaliva in fatty liver disease nonalcoholic steatohepatitis is the crux of Intercept's value proposition and that he's positive into the Phase 3 Regenerate interim readout in the first half of 2019. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
CMCSK Comcast
$0.00

(0.00%)

06/26/18
BUCK
06/26/18
INITIATION
BUCK
Neutral
Sky initiated with a Neutral at Buckingham
Earlier today, Buckingham analyst Michael Harrigan initiated Sky (SKYAY) with a Neutral rating and GBP14.50 price target with 3% upside, above Comcast's (CMCSA) GBP12.50 cash bid and a premium to 21st Century Fox's (FOXA) GBP10.75 bid to buy the 61% of Sky it does not already own. The analyst tells investors in a research note that a higher bid assessment could be triggered by the U.K. Takeover Panel exercising its authority to mandate a higher takeout bid if the price paid by Comcast or Disney (DIS) to buy the 21st Century Fox assets that are in play implies a higher bid.
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.

TODAY'S FREE FLY STORIES

GLNCY

Glencore

$0.00

(0.00%)

16:58
12/13/18
12/13
16:58
12/13/18
16:58
Periodicals
China's GEM halts buying cobalt from Glencore, Reuters reports »

Chinese battery firm GEM…

03/08/13
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03/06/13
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Barclays

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RH

RH

$130.06

-6.15 (-4.52%)

16:58
12/13/18
12/13
16:58
12/13/18
16:58
Syndicate
RH says no longer exploring $300M convertible notes offering »

RH announced that it has…

03/08/13
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03/08/13
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03/06/13
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AXON

Axovant Sciences

$1.13

-0.07 (-5.83%)

16:57
12/13/18
12/13
16:57
12/13/18
16:57
Syndicate
Axovant Sciences files to sell common stock, no amount given »

Jefferies and Guggenheim…

03/08/13
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03/08/13
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03/06/13
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03/06/13
Barclays

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PG

Procter & Gamble

$96.50

2.47 (2.63%)

16:56
12/13/18
12/13
16:56
12/13/18
16:56
Upgrade
Procter & Gamble rating change  »

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  • 03

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JBHT

J.B. Hunt

$95.89

-2.36 (-2.40%)

16:55
12/13/18
12/13
16:55
12/13/18
16:55
Hot Stocks
Breaking Hot Stocks news story on J.B. Hunt »

J B Hunt Transport…

03/08/13
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GSK

GlaxoSmithKline

$37.94

0.26 (0.69%)

16:53
12/13/18
12/13
16:53
12/13/18
16:53
Initiation
GlaxoSmithKline initiated  »

GlaxoSmithKline initiated…

03/08/13
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  • 13

    Dec

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$265.41

-0.12 (-0.05%)

16:53
12/13/18
12/13
16:53
12/13/18
16:53
Periodicals
Federal prosecutors investigating Trump inauguration spending, WSJ reports »

Federal prosecutors in…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$265.41

-0.12 (-0.05%)

03/08/13
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MG

Mistras

$14.94

-0.79 (-5.02%)

16:52
12/13/18
12/13
16:52
12/13/18
16:52
Conference/Events
Mistras to hold a conference call »

Conference call to…

03/08/13
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AGRX

Agile Therapeutics

$0.83

-0.0037 (-0.45%)

16:51
12/13/18
12/13
16:51
12/13/18
16:51
Hot Stocks
Agile Therapeutics to resubmit the Twirla NDA in 1H19 »

On December 13, Agile…

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AMZN

Amazon.com

$1,660.00

-3.4 (-0.20%)

16:49
12/13/18
12/13
16:49
12/13/18
16:49
Periodicals
Amazon ran sting to identify counterfeit textbooks, CNBC says »

Amazon conducted a sting…

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  • 19

    Dec

  • 20

    Dec

AZN

AstraZeneca

$39.23

0.32 (0.82%)

16:49
12/13/18
12/13
16:49
12/13/18
16:49
Initiation
AstraZeneca initiated  »

SunTrust sees oncology…

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  • 13

    Dec

SBUX

Starbucks

$66.90

0.8 (1.21%)

16:46
12/13/18
12/13
16:46
12/13/18
16:46
Hot Stocks
Breaking Hot Stocks news story on Starbucks »

Starbucks says aims to…

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  • 13

    Dec

  • 14

    Dec

BK

BNY Mellon

$48.10

0.03 (0.06%)

16:45
12/13/18
12/13
16:45
12/13/18
16:45
Syndicate
Breaking Syndicate news story on BNY Mellon »

BNY Mellon files…

03/08/13
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F

Ford

$8.50

-0.135 (-1.56%)

, GM

General Motors

$35.11

-0.58 (-1.63%)

16:41
12/13/18
12/13
16:41
12/13/18
16:41
Initiation
Ford, General Motors, Aptiv, BorgWarner, Dana, Lear initiated  »

Deutsche Bank initiates…

F

Ford

$8.50

-0.135 (-1.56%)

GM

General Motors

$35.11

-0.58 (-1.63%)

APTV

Aptiv

$66.69

-0.65 (-0.97%)

BWA

BorgWarner

$34.46

-0.68 (-1.94%)

DAN

Dana

$13.66

-0.01 (-0.07%)

LEA

Lear

$123.96

-1.23 (-0.98%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 13

    Dec

  • 23

    Jan

  • 25

    Apr

  • 24

    Jul

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    Oct

SEE

Sealed Air

$32.41

-1.05 (-3.14%)

16:38
12/13/18
12/13
16:38
12/13/18
16:38
Hot Stocks
Sealed Air board approves a new three-year restructuring program »

The Board of Directors of…

03/08/13
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CDE

Coeur Mining

$4.06

-0.075 (-1.82%)

16:37
12/13/18
12/13
16:37
12/13/18
16:37
Hot Stocks
Coeur Mining CFO Peter Mitchell to retire, Thomas Whelan to succeed »

Coeur Mining announced…

03/08/13
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SEE

Sealed Air

$32.41

-1.05 (-3.14%)

16:36
12/13/18
12/13
16:36
12/13/18
16:36
Hot Stocks
Sealed Air announces reinvent SEE strategy »

Sealed Air announced its…

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16:35
12/13/18
12/13
16:35
12/13/18
16:35
General news
Money Supply M2 Weekly Change data reported »

Week of 12/3 Money Supply…

16:35
12/13/18
12/13
16:35
12/13/18
16:35
General news
Fed Balance Sheet Level data reported »

Week of 12/12 Fed Balance…

UHS

Universal Health

$132.00

0.765 (0.58%)

16:35
12/13/18
12/13
16:35
12/13/18
16:35
Downgrade
Universal Health rating change  »

Universal Health…

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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WCG

WellCare

$244.34

-0.42 (-0.17%)

16:35
12/13/18
12/13
16:35
12/13/18
16:35
Upgrade
WellCare rating change  »

WellCare upgraded to…

03/08/13
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03/08/13
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03/06/13
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SHOP

Shopify

$161.07

0.86 (0.54%)

16:35
12/13/18
12/13
16:35
12/13/18
16:35
Syndicate
Shopify files to sell 2.6M Class A subordinate voting shares »

A total of 2.6M Class A…

03/08/13
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REGN

Regeneron

$378.70

0.44 (0.12%)

16:34
12/13/18
12/13
16:34
12/13/18
16:34
Upgrade
Regeneron rating change  »

Goldman upgrades…

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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  • 11

    Mar

  • 28

    Apr

  • 13

    May

WMB

Williams

$23.85

(0.00%)

16:33
12/13/18
12/13
16:33
12/13/18
16:33
Hot Stocks
Williams receives FERC approval for Gateway Project »

Williams reported that…

03/08/13
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CNC

Centene

$132.85

-1.335 (-0.99%)

16:33
12/13/18
12/13
16:33
12/13/18
16:33
Earnings
Centene backs FY18 adjusted EPS view pre-split $6.90-$7.10 »

Backs FY18 revenue view…

03/08/13
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03/08/13
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03/06/13
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  • 14

    Dec

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