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MOS

Mosaic

$30.83

0.21 (0.69%)

, IPI

Intrepid Potash

$3.42

-0.07 (-2.01%)

08:01
08/29/18
08/29
08:01
08/29/18
08:01

India potash contract price suggests tight market, says Stephens

Stephens analyst Mark Connelly noted that India's largest potash importers reportedly signed a new supply contract at a price of $290/mt, which represents a $50/mt increase from the current price and is about $20 higher than his forecast. The direct impact to Nutrien (NTR), Mosaic (MOS) and Intrepid Potash (IPI) is modest given that India volume is relatively small for Canpotex, but the deal suggests a tight potash market and implies that settlement with China is imminent and will be higher, Connelly tells investors. He remains bullish on all three potash stocks mentioned and keeps Overweight ratings on them all.

MOS

Mosaic

$30.83

0.21 (0.69%)

IPI

Intrepid Potash

$3.42

-0.07 (-2.01%)

NTR

Nutrien

$56.42

0.2 (0.36%)

  • 11

    Sep

  • 06

    Nov

MOS Mosaic
$30.83

0.21 (0.69%)

08/27/18
SUSQ
08/27/18
NO CHANGE
Target $40
SUSQ
Positive
Mosaic price target raised to $40 from $33 at Susquehanna
Susquehanna analyst Don Carson raised his price target on Mosaic to $40 from $33 based on an improving outlook for phosphate and potash in the second half of 2018 and 2019 and solid productivity execution in the legacy North American P&K business along with the recently acquired Brazilian phosphate operations. Carson reiterated his Positive rating on Mosaic shares.
07/24/18
07/24/18
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. Mosaic (MOS) double upgraded to Buy from Underperform at BofA/Merrill with analyst Steve Byrne saying he believes 2018 will mark a bottom in global phosphate utilization rates and now believes there is more upside risk to consensus estimates as the cycle improves. 2. Live Nation (LYV) upgraded to Buy from Neutral at BTIG with analyst Brandon Ross saying he is now more convinced that the company will outperform expectations amid inflecting growth rate with an added possibility of M&A. 3. Infinera (INFN) upgraded to Outperform from Market Perform at Northland with analyst Tim Savageaux saying the calculus of his March downgrade changes with the acquisition of Coriant, giving the company a double-digit market share in 100G+ optical systems. 4. Baker Hughes (BHGE) upgraded to Buy from Hold at SunTrust with analyst Ken Sill saying the EPS miss was due to higher interest expense and taxes, as well as an asset charge that is "hopefully non-recurring." 5. Werner (WERN) upgraded to Neutral from Underperform at BofA/Merrill with analyst Ken Hoexter saying Q2 freight demand in One way Truckload was much stronger than normal and revenue per load mile was up 13.3% year-over-year, the strongest level in more than 20 years. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/24/18
07/24/18
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. MOSAIC DOUBLE UPGRADED: BofA Merrill Lynch double upgraded Mosaic (MOS) to Buy from Underperform and raised its price target to $35 from $24. Analyst Steve Byrne said he believes 2018 will mark a bottom in global phosphate utilization rates and now believes there is more upside risk to consensus estimates as the cycle improves. Mosiac was higher by 3.5% approaching midday. BTIG SAYS BUY LIVE NATION: BTIG analyst Brandon Ross upgraded Live Nation (LYV) to Buy from Neutral with a $60 price target, saying he is now more convinced that the company will outperform expectations amid inflecting growth with an added possibility of M&A. Despite the tough comparisons, Ross notes that Live Nation should "handily" top operating income consensus in FY18 and going forward, having built an "insurmountable" competitive float in U.S. markets, and that its mid-teens EBITDA growth is "the new normal". WHIRLPOOL CUT AFTER EARNINGS: Longbow analyst David MacGregor downgraded Whirlpool (WHR) to Neutral from Buy after the company reported Q2 earnings that missed the firm's "Street low" estimate of $3.55, calling its quarter "disappointing across most dimensions of the business." Expectations for a recovery in the EMEA region are being pushed out to beyond 2020, noted MacGregor, who is waiting for after the company's earnings call to reassess his view of its earnings prospects. MIZUHO CALLS EOG 'THE APPLE OF OIL': Mizuho analyst Paul Sankey started EOG Resources (EOG) with a Buy rating and $173 price target, calling EOG -- his top pick in the group -- the Apple (AAPL) of oil. EOG has been a pioneer in unconventional oil development in the U.S. and its technology-driven, innovation-focused approach will continue to drive peer-leading rates of return and oil growth, the analyst contended. EOG was up 2.6% near midday. SUSQUEHANNA RAISES ALPHABET TARGET TO $1,500: After Alphabet's (GOOG, GOOGL) Q2 earnings report on Monday night, many analyst firms raised their price targets on the name. The highest of those targets was from Susquehanna analyst Shyam Patil, who raised his price target on Alphabet to $1,500 from $1,250. The analyst cited the "impressive" sites revenue growth acceleration, which he sees as evidence that the secular momentum for the ads business remains in place. Patil reiterated his Positive rating on Alphabet shares. Class A shares of Google's parent were up over 4% to $1,260.80 at time of writing.
08/10/18
STPT
08/10/18
DOWNGRADE
STPT
Hold
Mosaic downgraded to Hold from Buy at Standpoint Research
IPI Intrepid Potash
$3.42

-0.07 (-2.01%)

05/09/18
SPHN
05/09/18
UPGRADE
Target $5
SPHN
Overweight
Intrepid Potash upgraded to Overweight with $5 target at Stephens
Stephens analyst Mark Connelly upgraded Intrepid Potash to Overweight from Equal Weight with a $5 price target. Potash markets have improved in each of the past two seasons, which indicates the worst is behind the company in terms of pricing, Connelly tells investors in a research note. He believes an improving grain price outlook, better inventory and "solid" water and byproduct results should continue to improve Intrepid's free cash flow.
06/20/18
SPHN
06/20/18
NO CHANGE
SPHN
Agriculture has faster rebound potential than rest of materials, says Stephens
Stephens analyst Mark Connelly noted that the entire materials sector, including agriculture inputs, has been pressured by the escalation of trade tension. However, he thinks the ag sector has the potential for a faster rebound given his view that food price inflation is "among the most politically dangerous issues that government's face" and the fact that China cannot fill its soybeans needs without U.S. imports. Ag stocks Connelly mentions include Nutrien (NTR), Mosaic (MOS), FMC Corporation (FMC), DowDuPont (DWDP), CF Industries (CF), Intrepid Potash (IPI) and Compass Minerals (CMP).
03/05/18
COWN
03/05/18
UPGRADE
Target $4
COWN
Market Perform
Intrepid Potash upgraded to Market Perform at Cowen
As previously reported, Cowen analyst Charles Neivert upgraded Intrepid Potash to Market Perform from Underperform citing expectations for a major crop shortfall in South America, which has not yet shown up in major sources. He believes it will serve as a catalyst needed to trigger a long-awaited recovery in the ag sector. Neivert raised his price target to $3.75 from $3.50 on Intrepid Potash shares.
05/09/18
SPHN
05/09/18
UPGRADE
SPHN
Overweight
Intrepid Potash upgraded to Overweight from Equal Weight at Stephens
NTR Nutrien
$56.42

0.2 (0.36%)

06/25/18
RAJA
06/25/18
UPGRADE
RAJA
Strong Buy
Nutrien upgraded to Strong Buy from Outperform at Raymond James
07/18/18
RBCM
07/18/18
NO CHANGE
Target $60
RBCM
Outperform
Nutrien price target raised to $60 from $55 at RBC Capital
RBC Capital analyst Andrew Wong raised his price target on Nutrien to $60 and kept his Outperform rating ahead of its Q2 earnings. The analyst expects the company to benefit from a "strong catch-up in US farm activity following a delayed spring and better fertilizer prices due to tighter market conditions". He also sees Nutrien as an "attractive investment" given its "strong" cash generation and "favorable" risk-reward return profile.
08/03/18
TDSI
08/03/18
DOWNGRADE
TDSI
Hold
Nutrien downgraded to Hold from Buy at TD Securities
08/09/18
COWN
08/09/18
NO CHANGE
Target $70
COWN
Outperform
Nutrien price target raised to $70 from $63 at Cowen
Cowen analyst Charles Neivert raised his price target on Nutrien to $70 from $63 based on rising potash volumes and pricing through 2020 both which are the result of a tightening of the supply/demand environment. Neivert reiterated his Outperform rating on Nutrien shares.

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VNO

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CHKP

Check Point

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OSW

OneSpaWorld

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LB

L Brands

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