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NLSN

Nielsen

$27.22

0.07 (0.26%)

, BX

Blackstone

$38.98

-0.72 (-1.81%)

16:13
09/25/18
09/25
16:13
09/25/18
16:13

Nielsen drawing interest from Blackstone, Carlyle Group, Bloomberg says

The Fly notes that Nielsen announced on September 12 that its board of directors has expanded the scope of its previously announced strategic review of the company's Buy segment to include a broad review of strategic alternatives for the company and its businesses.

NLSN

Nielsen

$27.22

0.07 (0.26%)

BX

Blackstone

$38.98

-0.72 (-1.81%)

CG

Carlyle Group

$23.70

-0.1 (-0.42%)

  • 25

    Sep

NLSN Nielsen
$27.22

0.07 (0.26%)

08/29/18
PIPR
08/29/18
NO CHANGE
PIPR
Piper calls IHS Markit, S&P Global top picks in Information Services
Piper Jaffray analyst Peter Appert calls IHS Markit (IHS) and S&P Global (SPGI) his top picks in the Information Services sector. Dun & Bradstreet's (DNB) pending sale to a private equity group and Nielsen's (NLSN) strategic review refocuses investor attention on M&A activity in the sector, Appert tells investors in a research note. He says that while "rich" transaction values provide an "intriguing valuation backstop for the group," he continues to focus on operating fundamentals as the key driver of stock performance.
08/23/18
GSCO
08/23/18
UPGRADE
Target $25
GSCO
Neutral
Nielsen upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst George Tong upgraded Nielsen Holdings to Neutral and raised his price target for the shares to $25 from $20. With activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, Tong sees increased likelihood of Nielsen being involved in a transaction. His upgrade to Neutral and price target increase come after the analyst incorporated a potential takeover into his model.
08/23/18
08/23/18
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. Target (TGT) upgraded to Outperform from Market Perform at Telsey Advisory. 2. Deckers Brands (DECK) upgraded to Neutral from Negative at Susquehanna with analyst Sam Poser saying wholesale accounts are more positive than just a few months ago following checks with both large and small retailers. 3. Nielsen (NLSN) upgraded to Neutral from Sell at Goldman Sachs with analyst George Tong saying with activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, he sees increased likelihood of Nielsen being involved in a transaction. 4. Finisar (FNSR) upgraded to Overweight from Neutral at Piper Jaffray with analyst Troy Jensen saying China demand is returning via Huawei and ZTE (ZTCOY), Finisar is facing easy comps following five quarters of depressed demand and the upcoming 400G cycle should provide a tailwind in 2019. 5. Coca-Cola Amatil (CCLAY) upgraded to Equal Weight from Underweight at Morgan Stanley. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/23/18
08/23/18
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. ROSENBLATT BOOSTS AMD PRICE TARGET TO STREET HIGH: Rosenblatt analyst Hans Mosesmann raised his price target for AMD (AMD) shares to $30 from $27. Mosesmann's new price target represents the high among Wall Street sell-side analysts. Following the meetings, Mosesmann has renewed conviction in AMD's multi-year double digit growth profile. Further, he's impressed by the analysis investors are doing in the name after years of disregard. AMD is up 4.1% in late morning trading. CANTOR CUTS AETNA TO NEUTRAL: Cantor Fitzgerald analyst Steven Halper downgraded Aetna (AET) to Neutral from Overweight with a price target of $202. The stock now trades at just a 4.6% discount to the implied CVS Health (CVS) acquisition value of about $207 per share, Halper said. He believes the narrowed deal spread reflects an increased likelihood of regulatory approval. Halper cites limited potential upside for his downgrade of Aetna to Neutral. NIELSEN UPGRADED TO NEUTRAL AT GOLDMAN: Goldman Sachs analyst George Tong upgraded Nielsen Holdings (NLSN) to Neutral and raised his price target for the shares to $25 from $20. With activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, Tong sees increased likelihood of Nielsen being involved in a transaction. His upgrade to Neutral and price target increase come after the analyst incorporated a potential takeover into his model. Nielsen is up 3.3% in late morning trading. IMPERIAL SEES SUBSCRIBER UPSIDE FOR NETFLIX: Imperial Capital analyst David Miller believes Netflix's (NFLX) experiment with ending billing through Apple's (AAPL) app store in 33 countries outside the U.S. likely implies upside to its Q3 international subscriber guidance. The analyst said he has a tough time believing that Netflix would "experiment" with billing infrastructure mid-quarter if it did not believe that its international subscriber levels were trending ahead of guidance. As such, Miller raised his Q3 international subscriber estimate to 4.46M from 4.35M. He kept an Outperform rating on Netflix with a $494 price target. TARGET GETS UPGRADE AND DOWNGRADE: Target (TGT) was upgraded to Outperform from Market Perform at Telsey Advisory, and downgraded to Peer Perform from Outperform at Wolfe Research.
BX Blackstone
$38.98

-0.72 (-1.81%)

09/24/18
JMPS
09/24/18
NO CHANGE
Target $43
JMPS
Outperform
Blackstone price target raised to $43 after investor day at JMP Securities
JMP Securities analyst Devin Ryan raised his price target on Blackstone shares to $43 from $39 following the company's investor day, from which he said the primary takeaway was the company's detailed roadmap for growth to $1T+ of AUM over the next eight years from $439B of total assets today. Ryan, who said Blackstone communicated a "clear line of sight" into $2 of fee-related earnings over the longer-term, keeps an Outperform rating on Blackstone shares.
09/24/18
SBSH
09/24/18
NO CHANGE
Target $47.5
SBSH
Buy
Blackstone price target raised to $47.50 from $43 at Citi
Citi analyst William Katz raised his price target for Blackstone to $47.50 following last week's investor day. The analyst left constructive on the Alternatives sector and impressed by the "multitude of earnings drivers" at Blackstone. He's encouraged by the company's "growing competitive moat and longer-term opportunities" and keeps a Buy rating on the shares.
09/24/18
MSCO
09/24/18
NO CHANGE
Target $48
MSCO
Overweight
Blackstone price target raised to $48 from $42 at Morgan Stanley
Morgan Stanley analyst Michael Cyprys said he came away from Blackstone's investor day more positive on the company's superior AUM and fee growth and ability to innovate. Blackstone also said a C-Corp conversion is under active consideration, which is a more positive stance than in it has expressed in the past, Cyprys tells investors. Based on expectations for strong growth in AUM, management fees and performance fee, along with the rising prospects for C-Corp conversion, Cyprys raised his price target on Blackstone shares to $48 from $42 and keeps an Overweight rating on the stock.
09/25/18
ARGS
09/25/18
NO CHANGE
Target $46
ARGS
Buy
Blackstone price target raised to $46 from $39 at Argus
Argus analyst Stephen Biggar raised his price target on Blackstone to $46 and kept his Buy rating after its Investor Day presentation on Friday, citing the company's outlined plans to grow its assets under management to $1T from $439B currently. The analyst states that Blackstone is seeing "sees considerable growth in real estate, private equity, infrastructure, tactical opportunities and credit assets", adding that while the $1T target is "aggressive", it is also achievable, requiring "continuing cooperative economic environment and fundraising efforts". Biggar also anticipates Blackstone's "fee-related earnings component to grow significantly over the next two years" as its flagship funds reach key milestones, helping reduce earnings volatility and yielding "more consistent" dividend payouts.
CG Carlyle Group
$23.70

-0.1 (-0.42%)

09/17/18
ADAM
09/17/18
NO CHANGE
Target $85
ADAM
Buy
Esterline being taken private makes most sense, says Canaccord
Canaccord analyst Ken Herbert noted reports Esterline (ESL) is exploring a sale and be believes it is part of an industry-wide consolidation. The analyst thinks an acquisition by TransDigm (TDG) would be a long shot, but he believes they could be interested in any opportunities as part of a restructuring. He believes an acquisition by the Carlyle Group (CG) or some other private equity firm makes the most sense. Herbert reiterated his Buy rating and $85 price target on Esterline shares.
03/12/18
03/12/18
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. Time Warner (TWX) upgraded to Buy from Neutral at UBS with analyst John Hodulik saying while he expects the takeover by AT&T (T) to receive regulatory approval, he believes the current environment would make Time Warner's assets "highly attractive" to other media companies and Internet-based competitors were the deal to be blocked. 2. Carlyle Group (CG) and Apollo Global (APO) were upgraded to Buy from Neutral at Citi. 3. Merck (MRK) upgraded to Outperform from Market Perform at Leerink with analyst Seamus Fernandez saying Keytruda will continue to dominate the first-line non-small cell lung cancer market. 4. SAP (SAP) upgraded to Outperform from In Line at Evercore ISI with analyst Stewart Materne III saying that he believes the risk/reward is more attractive at current levels following the stock's 6% pullback. 5. Aratana Therapeutics (PETX) upgraded to Buy on valuation at CL King with the firm citing favorable risk/reward. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/14/18
MSCO
08/14/18
NO CHANGE
Target $31
MSCO
Overweight
Carlyle's fee-related earnings ramp on track, says Morgan Stanley
Morgan Stanley analyst Michael Cyprys reiterated an Overweight rating on Carlyle Group and raised his price target slightly to $31, telling investors that fee-related earnings are on track to grow by over 50% over the next two quarters after doubling in the past two quarters. The analyst sees significant value in accrued carry receivable balance that should crystallize at a faster pace in 2019, driving an increase in cash performance fees.
03/27/18
SBSH
03/27/18
NO CHANGE
SBSH
Citi says AkzoNobel free to think more strategically about M&A after divestiture
After AkzoNobel (AKZOY) announced the sale of its Specialty Chemicals business to Carlyle Group (CG) and GIC, Citi analyst P.J. Juvekar said the divestiture frees up the company to think more strategically about M&A. Akzo could go after Axalta (AXTA) again, but unless Akzo is prepared to pay a significant premium a deal is unlikely, said Juvekar. He thinks a price in the mid to high $30 range would be needed to get Axalta to the negotiating table. Akzo has thus far resisted a sale to PPG (PPG), but Juvekar thinks PPG would be interested if a deal were to be a friendly one.

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OXY

Occidental Petroleum

$53.49

0.74 (1.40%)

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KSS

Kohl's

$62.95

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Eaton Vance

$37.27

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JCP

J.C. Penney

$1.15

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JCOM

j2 Global

$86.48

-0.23 (-0.27%)

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ATTO

Atento

$3.24

-0.14 (-4.14%)

19:58
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Earnings
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ATTO

Atento

$3.24

-0.14 (-4.14%)

19:57
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ITCB

Itau Corpbanca

$12.95

(0.00%)

19:38
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OCUL

Ocular Therapeutix

$3.36

-0.1 (-2.89%)

19:36
05/20/19
05/20
19:36
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19:36
Recommendations
Ocular Therapeutix analyst commentary at Piper Jaffray »

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    Jun

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    Nov

YGYI

Youngevity

$6.57

0.13 (2.02%)

, QFIN

360 Finance

$16.46

0.71 (4.51%)

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YGYI

Youngevity

$6.57

0.13 (2.02%)

QFIN

360 Finance

$16.46

0.71 (4.51%)

ARWR

Arrowhead

$18.94

-0.52 (-2.67%)

TRIP

TripAdvisor

$44.93

-0.07 (-0.16%)

ASNA

Ascena Retail

$1.13

-0.125 (-9.96%)

KR

Kroger

$24.04

-0.18 (-0.74%)

SNAP

Snap

$11.19

-0.3 (-2.61%)

NDSN

Nordson

$130.42

-4.8 (-3.55%)

OCUL

Ocular Therapeutix

$3.36

-0.1 (-2.89%)

SWI

SolarWinds

$19.16

0.04 (0.21%)

MRCY

Mercury Systems

$72.85

-0.11 (-0.15%)

VNE

Veoneer

$18.89

0.02 (0.11%)

GH

Guardant Health

$78.29

2.13 (2.80%)

CVNA

Carvana

$67.17

-0.935 (-1.37%)

INSM

Insmed

$28.08

-1.08 (-3.70%)

VAR

Varian Medical

$130.48

-0.26 (-0.20%)

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TOL

Toll Brothers

$37.52

-0.88 (-2.29%)

18:47
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TTWO

Take-Two

$102.94

-3.82 (-3.58%)

18:44
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Take-Two CEO: Our job is to excite customers »

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AAL

American Airlines

$30.96

-0.8 (-2.52%)

18:40
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Periodicals
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LWAY

Lifeway Foods

$2.75

0.05 (1.85%)

18:38
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Earnings
Lifeway Foods reports Q1 EPS (2c) vs. 0c last year »

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  • 20

    Jun

WHLR

Wheeler REIT

$2.25

0.025 (1.13%)

18:31
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05/20
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Hot Stocks
Wheeler REIT chairman John Sweet to resign »

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WMT

Walmart

$101.54

0.66 (0.65%)

, TGT

Target

$72.10

1.22 (1.72%)

18:03
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18:03
Periodicals
Judge says Walmart, Target, Bed Bath must face suits over cotton, Reuters says »

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WMT

Walmart

$101.54

0.66 (0.65%)

TGT

Target

$72.10

1.22 (1.72%)

BBBY

Bed Bath & Beyond

$14.48

-0.525 (-3.50%)

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QFIN

360 Finance

$16.46

0.71 (4.51%)

18:02
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05/20
18:02
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Earnings
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  • 21

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MRK

Merck

$78.86

0.15 (0.19%)

18:02
05/20/19
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PRIM

Primoris

$20.26

-0.08 (-0.39%)

17:55
05/20/19
05/20
17:55
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17:55
Hot Stocks
Primoris director sells 99.8K shares of common stock »

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BK

BNY Mellon

$45.97

-0.11 (-0.24%)

, LM

Legg Mason

$35.68

0.295 (0.83%)

17:44
05/20/19
05/20
17:44
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17:44
Hot Stocks
BNY Mellon announces Ed Garden to step down from board of directors »

BNY Mellon (BK) announced…

BK

BNY Mellon

$45.97

-0.11 (-0.24%)

LM

Legg Mason

$35.68

0.295 (0.83%)

03/08/13
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  • 17

    Jul

DHR

Danaher

$130.33

-0.81 (-0.62%)

17:44
05/20/19
05/20
17:44
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17:44
Hot Stocks
VP of Danaher Angela Lalor sells over $408K in company shares »

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  • 29

    May

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    Nov

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$283.95

-2.03 (-0.71%)

17:43
05/20/19
05/20
17:43
05/20/19
17:43
Periodicals
Judge dismisses Trump request to block accounting subpoena, WSJ says »

U.S. District Judge Amit…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$283.95

-2.03 (-0.71%)

03/08/13
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03/06/13
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LM

Legg Mason

$35.68

0.295 (0.83%)

17:40
05/20/19
05/20
17:40
05/20/19
17:40
Hot Stocks
Legg Mason names Nelson Peltz, Ed Garden to board of directors »

Legg Mason announced that…

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