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CRM

Salesforce

$154.71

1.735 (1.13%)

, PVH

PVH Corp.

$155.95

-0.16 (-0.10%)

13:41
08/29/18
08/29
13:41
08/29/18
13:41

Notable companies reporting after market close

Notable companies reporting after the market close, with earnings consensus, include Salesforce (CRM), consensus 47c... PVH Corp. (PVH), consensus $2.10... At Home (HOME), consensus 33c... Guess (GES), consensus 32c.

CRM

Salesforce

$154.71

1.735 (1.13%)

PVH

PVH Corp.

$155.95

-0.16 (-0.10%)

HOME

At Home Group

$37.25

0.25 (0.68%)

GES

Guess

$22.92

-0.25 (-1.08%)

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    Sep

CRM Salesforce
$154.71

1.735 (1.13%)

08/21/18
COWN
08/21/18
NO CHANGE
Target $165
COWN
Outperform
Salesforce price target raised to $165 from $155 at Cowen
Cowen analyst J. Derrick Wood raised his price target on Salesforce to $165 from $155 ahead of Q2 results. The analyst said channel checks indicate a solid beat and raise set-up, citing a re-acceleration in Sales and Service Cloud, growing Einstein adoption, and lower competition. Wood reiterated his Outperform rating on Salesforce shares.
08/22/18
JEFF
08/22/18
NO CHANGE
Target $168
JEFF
Buy
Salesforce price target raised to $168 from $155 at Jefferies
Jefferies analyst John DiFucci raised his price target for Salesforce to $168 ahead of the company's Q2 results. The analyst expects Salesforce meet or exceed consensus Q2 billings growth of 22%. Enterprise checks reflect strong results, particularly in Europe and across verticals, and a "healthy" second half of 2018 pipeline, DiFucci tells investors in a pre-earnings research note. The analyst keeps a Buy rating on the shares.
08/22/18
WEDB
08/22/18
NO CHANGE
Target $160
WEDB
Outperform
Salesforce price target raised to $160 from $150 at Wedbush
Wedbush analyst Steve Koenig raised his price target for Salesforce to $160 from $150 as his checks point to a strong demand environment and sustained momentum for Salesforce. While the analyst does not have evidence to suggest a repeat of the Q1 large deal performance, his checks anecdotally point to large deals closed in major verticals, and more in the pipeline. Koenig expects Salesforce's Q2 numbers will be strong, although the run-up in the shares year to date and over the last 90 days may create a more difficult setup. The analyst reiterates an Outperform rating on the shares.
08/22/18
RBCM
08/22/18
NO CHANGE
Target $155
RBCM
Outperform
Salesforce price target raised to $155 from $146 at RBC Capital
RBC Capital analyst Ross MacMillan raised his price target on Salesforce to $155 and kept his Outperform rating, saying his checks suggest continued "strong demand, success in multi-cloud deals at enterprise customers and pricing power". The analyst notes that the set-up on the stock is also "attractive" considering the implied organic constant-currency billings growth of around 15%. MacMillan adds that Salesforce has a historical pattern of beating Q2 consensus by about 5%, though this year's results may be skewed by the adoption of ASC606 standard.
PVH PVH Corp.
$155.95

-0.16 (-0.10%)

06/25/18
GSCO
06/25/18
INITIATION
GSCO
Sell
PVH Corp. initiated with a Sell at Goldman Sachs
Goldman Sachs analyst Alexandra Walvis initiated PVH Corp (PVH) with a Sell, telling investors in a research note that while the company has benefited from a strong acceleration in growth in Tommy Hilfiger and Calvin Klein, she believes momentum is peaking as a number of tailwinds fade. This morning, Walvis also initiated shares of Tapestry (TPR) with a Conviction Buy and Tiffany (TIF) and VFC (VFC) with a Buy.
06/25/18
06/25/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Twilio (TWLO) initiated with an Overweight at Piper Jaffray. 2. Albemarle (ALB) initiated with a Buy at BofA/Merrill. 3. PVH Corp. (PVH) initiated with a Sell at Goldman Sachs. 4. New Relic (NEWR) initiated with a Buy at Deutsche Bank. 5. Alibaba (BABA) initiated with a Buy at Argus. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/26/18
FBCO
06/26/18
NO CHANGE
Target $185
FBCO
Outperform
PVH Corp. price target raised to $185 from $178 at Credit Suisse
Credit Suisse analyst Michael Binetti raised his price target for PVH Corp. to $185 from $178 as he has increased conviction that it can easily beat plan in 2018. Guide implies a significant revenue slowdown, but the analyst sees no reason why trends would slow amid ongoing global momentum, new growth sources, and visible share donors. He reiterates an Outperform rating on the shares.
08/20/18
DBAB
08/20/18
NO CHANGE
Target $175
DBAB
Buy
Deutsche Bank says 'sticking with' off-price, athletic brands in apparel space
Deutsche Bank analyst Paul Trussell previewed earnings for apparel companies, telling investors in a research note that he is "sticking with" off-price, the brands and athletic brands over specialty retailers and department stores. Trussell expects beats from Burlington Stores (BURL), Ross Stores (ROST), TJX (TJX), PVH (PVH), Foot Locker (FL) and Lululemon (LULU), along with American Eagle Outfitters (AEO) and Buckle (BKE) as the outliers in the specialty group and Kohl's (KSS), and says he is "a bit more cautious" for the frest of his apparel coverage given stretched valuations. Trussell raised his price target for Burlington Stores to $175 from $167, to $96 from $91 for Ross and to $105 from $100 fro TJX, but cut his price target to $171 from $176 for PVH.
HOME At Home Group
$37.25

0.25 (0.68%)

06/26/18
06/26/18
UPGRADE
Target $47

Overweight
Morgan Stanley admits to being 'wrong' on At Home Group, upgrades to Overweight
As previously reported, Morgan Stanley analyst Simeon Gutman upgraded At Home Group to Overweight from Equal Weight, stating that its new stores are ramping quicker than initially anticipated and he has increased confidence in the company's ability to generate high teens sales growth, and low- to mid-single comparable store sales growth. "We've been wrong and while we have missed an initial leg of this story's outperformance, we believe it still has a long way to go," Gutman tells investors in his note. He raised his price target on At Home Group shares to $47 from $35.
06/26/18
06/26/18
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. Micron (MU) upgraded to Neutral from Sell at UBS with analyst Timothy Arcuri saying he sees major producers taking a more anticipatory approach to DRAM supply, which will help Micron avert the downside case he previously laid out. 2. CenturyLink (CTL) upgraded to Buy from Hold at Jefferies with analyst Scott Goldman citing relatively low consumer exposure, favorable operating trends, a sustainable dividend, and improving leverage. 3. At Home Group (HOME) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Simeon Gutman stating that its new stores are ramping quicker than initially anticipated and he has increased confidence in the company's ability to generate high teens sales growth. 4. Lam Research (LRCX) upgraded to Buy from Neutral at UBS with analyst Timothy Arcuri saying NAND shipments are already down roughly 50% and he now thinks the September bar is set so low that a favorable trend can develop into 2019. 5. MercadoLibre (MELI) upgraded to Overweight from Sector Weight at KeyBanc with analyst Brad Erickson stating that he is more bullish on the company's prospects in payments after visiting several companies in the FinTech/payments and e-commerce space in Latin America. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/21/18
JEFF
08/21/18
NO CHANGE
Target $45
JEFF
Buy
At Home Group's reinventions in 2h19 'progressing well,' says Jefferies
Jefferies analyst Jonathan Matuszewski assumed coverage of At Home Group with a Buy rating and $45 price target, telling investors in a research note that his analysis of interest in patio product corroborates recent results, and near-peak levels of search for accent rugs suggests reinventions in 2H19 are progressing well.
07/12/18
WBLR
07/12/18
NO CHANGE
WBLR
Outperform
At Home Group pullback on tariffs a buying opportunity, says William Blair
William Blair analyst Daniel Hofkin recommends using the current pullback in shares of At Home Group as an opportunity to add to positions. The impact the impact of tariffs on imported products from China is likely to be "considerably smaller" than some may fear, Hofkin tells investors in a research note. Among various categories, the tariffs would affect furniture and furnishings made from a range of materials, including bamboo, rattan, wood, and reinforced plastics, for example, the analyst points out. He believes, however, that At Home Group "should be considerably better positioned than average to withstand the tariffs." Further, Hofkin thinks the company's business "remains solidly on track, with trends nicely improved relative to the weather-affected first quarter." He keeps an Outperform rating on the shares.
GES Guess
$22.92

-0.25 (-1.08%)

02/26/18
BWSF
02/26/18
NO CHANGE
Target $56
BWSF
Buy
Inter Parfums licensing deal with Guess affirms bull case, says BWS Financial
BWS Financial analyst Hamed Khorsand said Inter Parfums' (IPAR) licensing deal with Guess (GES) came as somewhat of a surprise, noting that the latter has been using Coty (COTY) for fragrances since 2010. This deal affirms his bull case that Inter Parfums management is not complacent and is looking for growth opportunities, said Khorsand, who added that he believes the company is still looking for more transactions like its acquisition of Rochas. He keeps a Buy rating and $56 price target on Inter Parfums.
02/26/18
RILY
02/26/18
UPGRADE
Target $20
RILY
Buy
Guess upgraded to Buy from Neutral at B. Riley FBR
B. Riley FBR analyst Susan Anderson upgraded Guess to Buy with an unchanged price target of $20. The analyst views the valuation as attractive at current share levels and believes retro T-shirts and a denim comeback will drive improved business fundamentals.
12/22/17
RILY
12/22/17
INITIATION
Target $17
RILY
Neutral
Guess resumed with a Neutral at B. Riley FBR
B. Riley FBR analyst Susan Anderson resumed coverage of Guess with a Neutral rating and $17 price target.

TODAY'S FREE FLY STORIES

SMTC

Semtech

$48.38

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$NSD

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$0.00

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General Electric

$7.38

0.66 (9.82%)

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Saia

$55.48

0.175 (0.32%)

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$NYE

NYSE Market Internals

$0.00

(0.00%)

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AGI

Alamos Gold

$3.22

-0.19 (-5.57%)

10:15
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Breaking General news story  »

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MAC

Macerich

$49.36

2.23 (4.73%)

, SPG

Simon Property

$184.56

2.05 (1.12%)

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MAC

Macerich

$49.36

2.23 (4.73%)

SPG

Simon Property

$184.56

2.05 (1.12%)

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BAC

Bank of America

$24.49

-0.04 (-0.16%)

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Options
One-day upside call spread seller in Bank of America »

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MGLN

Magellan Health

$60.63

2 (3.41%)

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Starboard to push Magellan to improve or sell itself, Bloomberg reports »

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ROKU

Roku

$35.30

0.1301 (0.37%)

10:05
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Conference/Events
Roku management to meet with Oppenheimer »

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CTIC

CTI BioPharma

$1.49

(0.00%)

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GOOG

Alphabet

$1,075.83

12.27 (1.15%)

, GOOGL

Alphabet Class A

$1,085.00

11.34 (1.06%)

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$1,075.83

12.27 (1.15%)

GOOGL

Alphabet Class A

$1,085.00

11.34 (1.06%)

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  • 03

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TSLA

Tesla

$367.70

0.94 (0.26%)

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  • 13

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MGLN

Magellan Health

$61.38

2.75 (4.69%)

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FTI

TechnipFMC

$20.67

-0.57 (-2.68%)

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PYPL

PayPal

$88.01

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OXM

Oxford Industries

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DGAZ

VelocityShares 3x Inv Natural Gas ETN

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TLRD

Tailored Brands

$14.56

-5.6 (-27.78%)

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QD

Qudian

$5.99

0.73 (13.88%)

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MAC

Macerich

$48.91

1.78 (3.78%)

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CIEN

Ciena

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3.385 (10.53%)

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