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ANTM

Anthem

$263.92

-2.59 (-0.97%)

, WMT

Walmart

$97.89

-0.74 (-0.75%)

08:01
08/20/18
08/20
08:01
08/20/18
08:01

Anthem announces collaboration with Walmart

Anthem (ANTM) announced an arrangement with Walmart (WMT) to advance the companies' mutual goals of reducing healthcare costs and providing consumers with increased access to over-the counter medicines and services that can improve their health. The Anthem-Walmart program, launching in January 2019, will enable consumers who are enrolled in Anthem's affiliated Medicare Advantage plans to use OTC plan allowances to purchase OTC medications and health-related items, such as first aid supplies, support braces, and pain relievers at Walmart's 4,700 stores and on Walmart.com. The new collaboration is expected to improve access to these items while significantly reducing the out-of-pocket costs for those enrolled in Anthem's affiliated Medicare Advantage plans.

ANTM

Anthem

$263.92

-2.59 (-0.97%)

WMT

Walmart

$97.89

-0.74 (-0.75%)

  • 12

    Sep

ANTM Anthem
$263.92

-2.59 (-0.97%)

08/16/18
CANT
08/16/18
NO CHANGE
CANT
Overweight
Cantor Fitzgerald backs 'positive' view of healthcare IT segment
Cantor Fitzgerald Steven Halper tells investors in a research note that he is maintaining a positive investment view of the healthcare IT segment, and believes demand for products and services in the sector will continue to drive long-term growth. Specifically, he continues to rate Cerner (CERN) and Evolent Health (EVH) Overweight, as both are "nicely" leveraged to population health, with Evolent mostly a pure play in the segment. Within managed care, Halper believes Overweight-rated UnitedHealth (UNH) remains well-positioned with its Optum segment.
08/07/18
LEHM
08/07/18
NO CHANGE
LEHM
Overweight
Cigna shares have upside with deal or no deal, says Barclays
Barclays analyst Steve Valiquette sees upside in shares of Cigna (CI) no matter the outcome of the shareholder vote on August 24 relating to its proposed acquisition of Express Scripts (ESRX). Under a deal break scenario, Cigna should trade at a multiple relatively in-line to diversified peer Anthem (ANTM), implying a fair value of $215, Valiquette tells investors in a research note. If the deal is approved, the analyst sees Cigna shares falling to $180 in the near term. However, his sum-of-the-parts analysis yields a current fair value of $213 per share. As such, the analyst sees upside potential on Cigna in both merger vote scenarios. Valiquette keeps an Overweight rating on the shares.
07/09/18
JPMS
07/09/18
NO CHANGE
JPMS
CMS suspension could save Molina, Centene hundreds of millions, says JPMorgan
The Centers for Medicare and Medicaid Services confirmed Saturday that it will at least temporarily suspend the healthcare exchange risk adjustment program. If true, the immediate effect is that this Fall Molina Healthcare (MOH) and Centene (CNC) would avoid paying hundreds of millions of accrued payments related to 2017, JPMorgan analyst Gary Taylor tells investors in a research note. He notes that Molina would avoid $912M in payments and Centene $677M, according to their annual filings. On the other side, Anthem (ANTM) would not collect an expected $400M-$500M receivable, Taylor adds, citing his estimate. The analyst believes the longer-term effect of suspension "would be possibly additional significant disruption/withdrawals/rate hikes in the individual market for 2018-19." 19. If permanently dismantled, Taylor estimates Molina could book a one-time $350M after-tax gain related to 2017, Centene no gain and Anthem a $320M after tax loss. In terms of recurring earnings power exposure to exchanges, the analyst believes only Molina could materially benefit.
07/09/18
BMOC
07/09/18
UPGRADE
Target $290
BMOC
Outperform
Anthem upgraded to Outperform at BMO Capital on strong earnings view
As reported earlier, BMO Capital analyst Matt Borsch upgraded Anthem to Outperform from Market Perform and raised his price target to $290 from $275, saying he expects the company to post strong earnings growth over the next 4-5 years and execute under the new CEO Gail Boudreaux. The analyst cites his recent meetings with the company which boosted his confidence in Anthem driving higher earnings from the realization of annual savings in pharmacy costs, its partnerships and new fee-based arrangements with other health plans, as well as a deeper penetration of its "massive" employer customer base through "aggressive cross-selling of specialty product". Borsch also expects the company to capture a "substantial share of the five-year pipeline of $80 billion in expected new Medicaid revenue".
WMT Walmart
$97.89

-0.74 (-0.75%)

08/17/18
ARGS
08/17/18
NO CHANGE
Target $112
ARGS
Buy
Walmart price target raised to $112 from $100 at Argus
Argus analyst Chris Graja raised his price target on Walmart (WMT) to $112, citing the company's decade-best Q2 comps growth and a positive update on its e-commerce business, which grew by 40% in Q1. Graja also notes that online grocery sales were strong, as the department delivered its best comps growth in 9 years to retain its competitive position against Amazon's (AMZN) Whole Foods unit. The analyst keeps his Buy rating on Walmart and contends that the company is immune to the primary risk of "irrelevance" for retailers, stating that it plays an "important" role in the economy with its buying power and "logistical prowess".
08/17/18
RBCM
08/17/18
NO CHANGE
Target $102
RBCM
Sector Perform
Walmart price target raised to $102 from $90 at RBC Capital
RBC Capital analyst Scot Ciccarelli raised his price target on Walmart to $102 after its reported comps of 4.5% marked the biggest increase in 10 years. The analyst notes that while margins are declining from investments in pricing, labor, and technology - costs that will not go away soon - the spending can produce higher leverage. Ciccarelli keeps his Sector Perform rating on Walmart, saying the valuation multiple of 20-times expected EBIT seems expensive, but would look for an opportunity to become more constructive based on the company's improvements.
08/17/18
JPMS
08/17/18
NO CHANGE
Target $103
JPMS
Neutral
Walmart price target raised to $103 from $87 at JPMorgan
JPMorgan analyst Christopher Horves maintained a Neutral rating on Walmart but raised his price target to $103 after the company "shattered" expectations with its strong U.S. comp in over 10 years. In a research note to investors, Horvers says that several years of e-commerce initiatives are paying off, but likely at the expense of medium-term profits and that Walmart's large market share and mix in the lower-growth grocery category make the transition more difficult from a financial perspective.
08/17/18
MSCO
08/17/18
NO CHANGE
Target $98
MSCO
Equal Weight
Walmart price target raised to $98 from $93 at Morgan Stanley
Morgan Stanley analyst Simeon Gutman said the strength of Walmart (WMT) Q2 U.S. same-store sales shows the brand is reaching new customers and succeeding in new categories. He added that, perhaps, the comp strength is a sign that the company is reaching into Amazon's (AMZN) higher income consumer base and said the full year goal of 40% e-commerce growth now seems achievable. Following the report, Gutman increased his price target on Walmart shares to $98, though he maintains an Equal Weight rating, stating that he sees comps slowing to less than 2% as its greatest near-term risk.

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FLWS

1-800-Flowers.com

$17.82

-0.18 (-1.00%)

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DVAX

Dynavax

$6.36

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DFRG

Del Frisco's

$6.79

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0.66 (2.91%)

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Pennsylvania REIT

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Washington Prime

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iShares Trust Russell 2000 Index Fund

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Bilibili

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NPTN

NeoPhotonics

$3.88

-0.085 (-2.14%)

08:43
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NeoPhotonics analyst commentary  »

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ZYME

Zymeworks

$17.65

0.02 (0.11%)

08:42
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Conference/Events
Zymeworks to hold a conference call »

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SPLK

Splunk

$128.68

-7.12 (-5.24%)

08:41
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PDVW

pdvWireless

$44.25

1.25 (2.91%)

08:40
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  • 28

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08:40
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FX Action: The dollar »

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U.S. equities are modestly firmer »

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BCRX

BioCryst

$3.54

0.09 (2.61%)

08:37
05/24/19
05/24
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08:37
Downgrade
BioCryst rating change  »

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PLUS

ePlus

$72.62

-13.88 (-16.05%)

08:36
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ePlus announces 500,000 share stock repurchase program »

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ASH

Ashland

$72.19

-0.435 (-0.60%)

08:35
05/24/19
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Ashland analyst commentary  »

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BLMN

Bloomin' Brands

$18.22

-1.98 (-9.80%)

08:33
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08:33
Upgrade
Bloomin' Brands rating change  »

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CETX

Cemtrex

$0.25

0.0158 (6.89%)

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Cemtrex announces six-for-one reverse stock split to regain NASDAQ compliance »

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HIBB

Hibbett Sports

$19.84

-0.18 (-0.90%)

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Hibbett Sports appoints Anthony Crudele as independent chairman »

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BTU

Peabody Energy

$24.45

-0.855 (-3.38%)

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CNR

China Metro-Rural

$5.70

-0.2 (-3.39%)

, LK

Luckin Coffee

$15.88

0.88 (5.87%)

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Options
Five new option listings and four option delistings on May 24th »

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CNR

China Metro-Rural

$5.70

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LK

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ROAN

Roan Resources

$2.53

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EPE

EP Energy

$0.16

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FRSH

Papa Murphy's

$6.45

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NAVG

Navigators

$69.97

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NCS

NCI Building

$5.70

-0.2 (-3.39%)

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MMM

3M

$165.84

-2.46 (-1.46%)

08:28
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  • 29

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HIBB

Hibbett Sports

$19.84

-0.18 (-0.90%)

08:27
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Hibbett Sports up 14.5% after Q1 results beat estimates, FY20 guidance raised »

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VALE

Vale

$11.78

0.03 (0.26%)

08:27
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Vale rating change  »

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INTU

Intuit

$241.30

-6.22 (-2.51%)

08:24
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Intuit analyst commentary  »

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GPN

Global Payments

$147.97

-2.64 (-1.75%)

, TSS

TSYS

$99.61

-1.62 (-1.60%)

08:22
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08:22
Recommendations
Global Payments, TSYS, ACI Worldwide, Bottomline Technologies, Jack Henry, USA Technologies, Q2 Holdings, Fiserv, First Data, FIS, Worldpay analyst commentary at Stephens »

Global Payments, TSYS…

GPN

Global Payments

$147.97

-2.64 (-1.75%)

TSS

TSYS

$99.61

-1.62 (-1.60%)

ACIW

ACI Worldwide

$31.61

-0.43 (-1.34%)

EPAY

Bottomline Technologies

$44.53

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JKHY

Jack Henry

$132.23

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USAT

USA Technologies

$7.22

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QTWO

Q2 Holdings

$72.44

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FISV

Fiserv

$87.23

-2.4 (-2.68%)

FDC

First Data

$25.88

-0.75 (-2.82%)

FIS

FIS

$120.45

-0.59 (-0.49%)

WP

Worldpay

$121.97

-0.48 (-0.39%)

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