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BA

Boeing

$346.44

0.55 (0.16%)

, EADSY

Airbus

$0.00

(0.00%)

07:06
08/20/18
08/20
07:06
08/20/18
07:06

Airbus catching up as MAX deliveries slow, says Barclays

Barclays analyst David Strauss, tracking deliveries and flight activity on the new narrowbodies including the A320neo (EADSY) and 737 MAX (BA), estimates that Airbus is catching up as MAX deliveries slow, telling investors in a research note that Airbus delivered five A320neos last week and has delivered 316 A320s YTD, or 52% of full year guidance, while Boeing has delivered 311 737s, or 53% of full year guidance.

BA

Boeing

$346.44

0.55 (0.16%)

EADSY

Airbus

$0.00

(0.00%)

BA Boeing
$346.44

0.55 (0.16%)

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).
08/15/18
UBSW
08/15/18
INITIATION
Target $515
UBSW
Buy
Boeing initiated with a Buy at UBS
UBS analyst Myles Walton initiated coverage of the Aerospace & Defense sector, starting Boeing with a Buy rating and $515 price target.
08/16/18
COWN
08/16/18
NO CHANGE
Target $430
COWN
Outperform
Boeing weakness a buying opportunity, says Cowen
Cowen analyst Cai von Rumohr said he would be a buyer of any weakness in Boeing shares derived from supply chain issues, exacerbated by adoption of a new ERP system which are causing pushouts of 737 deliveries from Q3 to a backloaded Q4. He noted cash flows will be affected as the company receives 60% of a plane's price upon delivery, but he said the issue may provide an attractive entry point. von Rumohr reiterated his Outperform rating and $430 price target on Boeing shares.
08/16/18
08/16/18
UPGRADE
Target $23.5

Overweight
Embraer upgraded to Overweight after selloff since Boeing deal at Morgan Stanley
As previously reported, Morgan Stanley analyst Josh Milberg upgraded Embraer (ERJ) to Overweight from Equal Weight, stating that the 29% selloff in the stock since its strategic partnership with Boeing (BA) was announced in early July has made the risk-reward attractive. The upgrade is partly based on the selloff, but Milberg also said he thinks the market is now attributing too little value to Embraer's Executive/Defense Divisions and also potentially pricing in excess risk that the deal could be blocked, he added. Milberg raised his price target on Embraer shares to $23.50 from $20.90.
EADSY Airbus
$0.00

(0.00%)

05/09/18
BERN
05/09/18
NO CHANGE
BERN
U.S. exiting Iran deal minor negative for Boeing, Airbus, says Bernstein
Bernstein analyst Douglas Harned notes that President Trump announced that the U.S. will withdraw from the 2015 Iran nuclear accord, and will reinstate sanctions on that country. The analyst sees only minimal impact to commercial aerospace as neither Airbus (EADSY) nor Boeing (BA) will change production rates on this change, and the total number of orders affected represents just 2% of the companies' combined order backlogs. For defense contractors with significant Middle Eastern exposure, heightened regional tensions could drive increased demand for missile defense, in particular, but potentially also aircraft, ships, missiles, and vehicles, he contends. Harned believes Raytheon (RTN) is well positioned, having the highest exposure to missile defense and tactical missile sales to the Middle East, with Lockheed Martin (LMT) also a strong player.
05/17/18
BERN
05/17/18
NO CHANGE
Target $422
BERN
Outperform
WTO rulings 'clearly in favor' of Boeing, says Bernstein
Bernstein analyst Douglas Harned commented on the WTO Appellate Body ruling on A350 and A380 launch aid. In a research note to investors, Harned contented that many findings went in Airbus' (EADSY) direction, he views the most important issues as A350 and A380 launch aid and that issues on earlier subsidies are "not considered relevant." The rulings on A350 and A380 launch aid, he said, appear to be "clearly in favor" of Boeing (BA), but added that it is unclear what scale of action is now warranted in response. He expects the AB's action related to EU claims of Boeing subsidies to come later this year. The analyst has an Outperform rating on Airbus and Boeing, with respective targets of EUR129 and $422.
06/15/18
BERN
06/15/18
NO CHANGE
Target $422
BERN
Outperform
Etihad fleet plan changes shouldn't be major issue for Boeing, says Bernstein
After The Wall Street Journal reported that Etihad Airways may seek to defer or cancel its 25 orders for Boeing (BA) 777Xs as part of a broad restructuring program, Bernstein analyst Douglas Harned said he expects the direct financial impact to be minimal as Boeing should be able to resell the slots for the five 777Xs expected to be delivered before 2022 and Etihad would have to pay penalties. While risk to the 777X program is a broader and more important concern, Harned noted that Boeing's CEO expressed confidence in 777X demand at Bernstein's conference just two weeks ago and the analyst sees very little long-term risk to this program. He keeps an Outperform rating and $422 price target on Boeing.
06/22/18
JPMS
06/22/18
NO CHANGE
JPMS
Overweight
JPMorgan adds Airbus added to Analyst Focus List, removes Safran
JPMorgan analyst David Perry added Airbus (EADSY) to his firm's Analyst Focus List and raised his price target for the shares to EUR 133 from EUR 122. The analyst removed Safran (SAFRY) from the Focus List. Perry keeps Overweight ratings on both stocks. He remains "very positive" on Safran but sees more upside in Airbus.

TODAY'S FREE FLY STORIES

SMI

SMIC

$5.24

-0.25 (-4.55%)

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CANG

Cango

$6.15

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-9.365 (-17.72%)

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APHA

Aphria

$6.79

0.39 (6.09%)

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BABA

Alibaba

$157.86

1.73 (1.11%)

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SC

Santander Consumer

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1.56 (7.57%)

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TSS

TSYS

$111.15

11.54 (11.59%)

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TSS

TSYS

$110.79

11.18 (11.22%)

, INTU

Intuit

$249.42

8.12 (3.37%)

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$110.79

11.18 (11.22%)

INTU

Intuit

$249.42

8.12 (3.37%)

HPQ

HP Inc.

$19.86

0.665 (3.46%)

GPN

Global Payments

$156.06

8.09 (5.47%)

CTL

CenturyLink

$10.07

0.41 (4.24%)

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FL

Foot Locker

$44.34

-8.505 (-16.09%)

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  • 24

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SMI

SMIC

$5.22

-0.27 (-4.92%)

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CNR

China Metro-Rural

$5.70

(0.00%)

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FL

Foot Locker

$44.45

-8.395 (-15.89%)

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  • 24

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DECK

Deckers Brands

$157.07

9.8 (6.65%)

09:47
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TSS

TSYS

$108.10

8.49 (8.52%)

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QES

Quintana Energy Services

$2.82

(0.00%)

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  • 13

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FB

Facebook

$180.89

(0.00%)

, SNE

Sony

$48.36

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FB

Facebook

$180.89

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SNE

Sony

$48.36

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$0.00

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SNAP

Snap

$11.13

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AMZN

Amazon.com

$1,815.30

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, BABA

Alibaba

$156.13

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Amazon.com

$1,815.30

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BABA

Alibaba

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STZ

Constellation Brands

$206.21

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APHA

Aphria

$6.40

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CGC

Canopy Growth

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ACB

Aurora Cannabis

$8.26

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SPLK

Splunk

$128.68

(0.00%)

, ADSK

Autodesk

$169.64

(0.00%)

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Splunk

$128.68

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Medtronic

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IQ

iQIYI

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Uber

$40.46

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ORCL

Oracle

$53.07

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Snap

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VALE

Vale

$11.78

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TGT

Target

$79.40

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CVX

Chevron

$117.91

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SHLX

Shell Midstream

$21.32

-0.33 (-1.52%)

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ENTA

Enanta

$92.13

-1.31 (-1.40%)

09:33
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VIPS

Vipshop

$7.50

-0.25 (-3.23%)

09:33
05/24/19
05/24
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09:33
Upgrade
Vipshop rating change  »

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KRYS

Krystal Biotech

$32.05

-0.27 (-0.84%)

09:31
05/24/19
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09:31
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09:31
Recommendations
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  • 30

    May

ARMK

Aramark

$31.18

-0.63 (-1.98%)

09:30
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05/24
09:30
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09:30
Conference/Events
Aramark management to meet with JPMorgan »

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  • 30

    May

SINA

Sina

$42.56

-4.94 (-10.40%)

, WB

Weibo

$45.40

-5.85 (-11.41%)

09:29
05/24/19
05/24
09:29
05/24/19
09:29
Recommendations
Sina, Weibo analyst commentary  »

Sina, Weibo price targets…

SINA

Sina

$42.56

-4.94 (-10.40%)

WB

Weibo

$45.40

-5.85 (-11.41%)

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