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CONE

CyrusOne

$64.79

-0.15 (-0.23%)

, COR

CoreSite Realty

$113.01

-0.03 (-0.03%)

04:55
08/15/18
08/15
04:55
08/15/18
04:55

Raymond James to hold a summit

Park City Telecom Summit will be held in Park City, Utah on August 13-15.

CONE

CyrusOne

$64.79

-0.15 (-0.23%)

COR

CoreSite Realty

$113.01

-0.03 (-0.03%)

S

Sprint

$6.11

0.04 (0.66%)

CONE CyrusOne
$64.79

-0.15 (-0.23%)

08/07/18
RBCM
08/07/18
NO CHANGE
Target $73
RBCM
Sector Perform
CyrusOne price target raised to $73 from $59 at RBC Capital
RBC Capital analyst Jonathan Atkin raised his price target on CyrusOne to $73 and kept his Sector Perform rating after its Q2 results, saying that while it missed on the top-line, its leasing business outperformed expectations. The analyst states that his new price target is also driven by the roll forward impact of his discounted cash flow valuation model.
08/02/18
MUFG
08/02/18
NO CHANGE
Target $68
MUFG
Overweight
CyrusOne price target raised to $68 from $58 at MUFG
MUFG analyst Stephen Bersey raised his price target for CyrusOne (CONE) to $68 from $58 following a "strong" quarter. The analyst thinks CyrusOne performed well in the quarter, and calls attention to its record bookings with material contributions from the partnership with Chinese data center partner GDS (GDS) in the form of 10MW in leases signed from Chinese hyperscale tenants. Bersey reiterates an Overweight rating on CyrusOne shares.
08/01/18
RAJA
08/01/18
NO CHANGE
RAJA
Strong Buy
Raymond James 'skeptical' about Blue Orca claims against GDS Holdings
After Blue Orca Capital published a short report on GDS Holdings (GDS) that sunk the stock yesterday, Raymond James analyst Frank Louthan IV said the issues that investors he spoke with called the most concerning were the claims of potential overstating of utilized space and the allegations of potential inflating of purchase prices of land and buildings between related parties. Given the credibility and due diligence of two large investors, namely STT and CyrusOne (CONE), as well as his own trip to Shanghai, Louthan said he is "skeptical that these claims bear as much weight as the report implies," but added that he is still working to gather "harder evidence." The analyst has a Strong Buy rating on GDS, which fell 37% yesterday and is up 6% today after having issued a response to Blue Orca's allegations.
08/14/18
MUFG
08/14/18
NO CHANGE
Target $68
MUFG
Overweight
CyrusOne to 'successfully' address new demand vectors, says MUFG
MUFG analyst Stephen Bersey kept his Overweight rating and $68 price target on CyrusOne, saying his recent meetings with the CEO Gary Wojtaszek added to his confidence in the company's ability to address new demand vectors in AI and autonomous cars. The analyst adds that he also has new insight into CyrusOne's demand drivers that should accelerate its total addressable market expansion over the next several years.
COR CoreSite Realty
$113.01

-0.03 (-0.03%)

07/17/18
STFL
07/17/18
INITIATION
Target $115
STFL
Hold
CoreSite Realty resumed with a Hold at Stifel
Stifel analyst Erik Rasmussen resumed coverage of CoreSite Realty with a Hold rating and $115 price target, noting the company's "solid" organic growth and disciplined with returns but also its challenges keeping up with demand and scaling the business.
07/17/18
BMOC
07/17/18
INITIATION
BMOC
Market Perform
CoreSite Realty initiated with a Market Perform at BMO Capital
07/26/18
MUFG
07/26/18
NO CHANGE
Target $120
MUFG
Overweight
CoreSite Realty price target raised to $120 from $113 at MUFG
MUFG analyst Stephen Bersey raised his price target on CoreSite Realty to $120 and kept his Overweight rating after its Q2 earnings beat and raised outlook for FY18. The analyst notes the company's supply constraints are easing and that he does not expect them to return in the near term. Bersey also cites the company's robust leasing activity and strong end market.
08/08/18
RBCM
08/08/18
NO CHANGE
Target $123
RBCM
Outperform
CoreSite Realty price target raised to $123 from $113 at RBC Capital
RBC Capital analyst Jonathan Atkin raised his price target on CoreSite Realty to $123 and kept his Outperform rating after its Q2 earnings beat, with leasing exceeding expectations and pricing on new signings coming in below P4Q average. The analyst also points to the company's increased guidance while rolling forward his discounted cash flow valuation model.
S Sprint
$6.11

0.04 (0.66%)

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.
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.
06/28/18
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.
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.

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YELP

Yelp

$34.60

0.19 (0.55%)

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GILD

Gilead

$68.17

-2.01 (-2.86%)

, RHHBY

Roche

$0.00

(0.00%)

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GILD

Gilead

$68.17

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RHHBY

Roche

$0.00

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UN

Unilever; also tag UL

$55.49

0.13 (0.23%)

, UL

Unilever; also tag UN

$54.04

0.17 (0.32%)

20:29
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UN

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Unilever; also tag UN

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JELD

Jeld-Wen

$16.85

-0.61 (-3.49%)

20:27
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FBHS

Fortune Brands

$42.60

0.07 (0.16%)

20:27
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ANPDY

Anta Sports Products

$0.00

(0.00%)

19:46
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Anta Sports Products rating change  »

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KREF

KKR Real Estate Finance

$19.71

-0.095 (-0.48%)

19:42
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12/09
19:42
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19:42
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KTOS

Kratos Defense

$13.64

-0.11 (-0.80%)

19:34
12/09/18
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AAPL

Apple

$168.37

-6.37 (-3.65%)

, MSFT

Microsoft

$104.90

-4.27 (-3.91%)

19:30
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MSFT

Microsoft

$104.90

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DIS

Disney

$112.00

-1.385 (-1.22%)

PYPL

PayPal

$82.78

-3.07 (-3.58%)

AMAT

Applied Materials

$33.65

-1.04 (-3.00%)

CAT

Caterpillar

$123.54

-4.69 (-3.66%)

LEN

Lennar

$42.00

-0.43 (-1.01%)

NFLX

Netflix

$265.14

-17.66 (-6.24%)

PANW

Palo Alto Networks

$175.11

-6.73 (-3.70%)

DB

Deutsche Bank

$8.74

-0.155 (-1.74%)

LITE

Lumentum

$41.92

-2.81 (-6.28%)

OCLR

Oclaro

$8.27

-0.165 (-1.96%)

FNSR

Finisar

$22.49

-0.53 (-2.30%)

ZTCOY

ZTE Corp.

$0.00

(0.00%)

CIEN

Ciena

$31.30

-0.95 (-2.95%)

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  • 09

    Jan

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    Jan

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    Mar

LITE

Lumentum

$41.92

-2.81 (-6.28%)

, OCLR

Oclaro

$8.27

-0.165 (-1.96%)

18:16
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LITE

Lumentum

$41.92

-2.81 (-6.28%)

OCLR

Oclaro

$8.27

-0.165 (-1.96%)

FNSR

Finisar

$22.49

-0.53 (-2.30%)

ZTCOY

ZTE Corp.

$0.00

(0.00%)

INFN

Infinera

$4.38

-0.21 (-4.58%)

CIEN

Ciena

$31.30

-0.95 (-2.95%)

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  • 13

    Dec

KERX

Keryx

$3.14

-0.035 (-1.10%)

, AKBA

Akebia

$8.52

-0.02 (-0.23%)

16:51
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Conference/Events
Akebia to host special shareholder meeting »

Special Shareholder…

KERX

Keryx

$3.14

-0.035 (-1.10%)

AKBA

Akebia

$8.52

-0.02 (-0.23%)

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  • 11

    Dec

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AKBA

Akebia

$8.52

-0.02 (-0.23%)

, KERX

Keryx

$3.14

-0.035 (-1.10%)

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Akebia

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KERX

Keryx

$3.14

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DVMT

Dell Technologies

$104.01

-1.51 (-1.43%)

16:35
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T

AT&T

$30.14

-0.38 (-1.25%)

, CMCSA

Comcast

$37.41

-0.46 (-1.21%)

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T

AT&T

$30.14

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CMCSA

Comcast

$37.41

-0.46 (-1.21%)

CMCSK

Comcast

$0.00

(0.00%)

SNE

Sony

$51.19

-0.67 (-1.29%)

FOX

21st Century Fox

$48.99

-0.23 (-0.47%)

FOXA

21st Century Fox

$49.26

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LGF.A

Lionsgate

$17.58

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DIS

Disney

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VIAB

Viacom

$29.91

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VIA

Viacom

$33.19

0.11 (0.33%)

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CNC

Centene

$133.28

-2.1 (-1.55%)

16:09
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Centene to hold a meeting »

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  • 14

    Dec

FTI

TechnipFMC

$21.00

-0.69 (-3.18%)

16:00
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TechnipFMC to hold a conference call »

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CPRX

Catalyst Pharmaceuticals

$2.39

0.16 (7.17%)

15:56
12/09/18
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15:56
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Catalyst Pharmaceuticals to hold a conference call »

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  • 13

    Dec

WPP

WPP

$52.11

-0.39 (-0.74%)

14:22
12/09/18
12/09
14:22
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WPP to host investor day »

Investor Day to be held…

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  • 11

    Dec

VISI

Volt Information Sciences

$2.64

-0.05 (-1.86%)

14:11
12/09/18
12/09
14:11
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Conference/Events
Volt Information Sciences to hold a conference call »

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03/08/13
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  • 11

    Dec

ARCT

Arcturus Therapeutics

$5.90

0.45 (8.26%)

13:52
12/09/18
12/09
13:52
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13:52
Conference/Events
Arcturus Therapeutics to hold a conference call »

Key Opinion Leader…

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  • 11

    Dec

STWD

Starwood Property

$22.34

-0.08 (-0.36%)

13:37
12/09/18
12/09
13:37
12/09/18
13:37
Conference/Events
Starwood Property to host investor day »

Investor Day to be held…

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  • 14

    Dec

EZPW

Ezcorp

$8.74

-0.17 (-1.91%)

13:31
12/09/18
12/09
13:31
12/09/18
13:31
Conference/Events
Ezcorp to host investor day »

Investor Day to be held…

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  • 13

    Dec

NFLX

Netflix

$265.14

-17.66 (-6.24%)

, PANW

Palo Alto Networks

$175.11

-6.73 (-3.70%)

13:20
12/09/18
12/09
13:20
12/09/18
13:20
Periodicals
Netflix, Palo Alto offer growth at a discount, Barron's says »

As stocks search for a…

NFLX

Netflix

$265.14

-17.66 (-6.24%)

PANW

Palo Alto Networks

$175.11

-6.73 (-3.70%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 13

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  • 09

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  • 10

    Jan

DHR

Danaher

$101.94

-2.88 (-2.75%)

13:18
12/09/18
12/09
13:18
12/09/18
13:18
Conference/Events
Danaher to host analyst and investor meeting »

Analyst and Investor…

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  • 13

    Dec

CIEN

Ciena

$31.30

-0.95 (-2.95%)

, INFN

Infinera

$4.38

-0.21 (-4.58%)

12:37
12/09/18
12/09
12:37
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12:37
Periodicals
China urges Canada to free Huawei CFO, Reuters reports »

China warned Canada that…

CIEN

Ciena

$31.30

-0.95 (-2.95%)

INFN

Infinera

$4.38

-0.21 (-4.58%)

ZTCOY

ZTE Corp.

$0.00

(0.00%)

FNSR

Finisar

$22.49

-0.53 (-2.30%)

OCLR

Oclaro

$8.27

-0.165 (-1.96%)

LITE

Lumentum

$41.92

-2.81 (-6.28%)

03/08/13
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03/06/13
Citigroup
03/06/13
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  • 13

    Dec

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