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At Home Group

$27.35

0.15 (0.55%)

08:59
10/15/18
10/15
08:59
10/15/18
08:59

At Home Group checks show 'strong' fundamentals, says Jefferies

Jefferies analyst Jonathan Matuszewski left conversations with 160 At Home Group sales associates believing the company's quarter-to-date traffic has been solid, seasonal merchandise popular, and inventory levels ample to meet demand. Interest rate and tariff headlines have overshadowed At Home Group's "strong fundamentals lately," Matuszewski tells investors in a research note titled "Checks Point To Strong Halloween Demand; 3Q Comp Should Be Spooktacular." The analyst reiterates a Buy rating on the shares with a $47 price target.

HOME At Home Group
$27.35

0.15 (0.55%)

09/27/18
MSCO
09/27/18
NO CHANGE
Target $47
MSCO
Overweight
Morgan Stanley says At Home Group can manage tariffs, other transitory headwinds
Morgan Stanley analyst Simeon Gutman called At Home Group his highest conviction Overweight rated name, stating that the business is in the early stages of growth and new stores are performing at a very high level of productivity, which he expects to continue. The shares have declined 24% since potential tariffs on $200B of Chinese imports were announced in July, but Gutman believes the At Home has tools to combat any negative impact from tariffs and that other recent headwinds seem transitory. Last year, At Home shares fell about 20% between Q2 and Q3 results before the company delivered an "outstanding" Q3, noted the analyst, who sees the stock as once again being " ripe for a rebound." He keeps an Overweight rating and $47 price target on At Home shares.
10/01/18
GSCO
10/01/18
UPGRADE
GSCO
Buy
At Home Group upgraded to Buy from Neutral at Goldman Sachs
10/02/18
GSCO
10/02/18
UPGRADE
Target $39
GSCO
Buy
Goldman Sachs sees 26% upside in At Home Group, upgrades shares to Buy
Goldman Sachs analyst Matthew Fassler last night upgraded At Home Group to Buy from Neutral while lowering his price target for the shares to $39 from $41. Recent sales misses, tariff concerns, and macro data have created investor concerns and a "steep discount" in the shares relative to other growth retailers, Fassler tells investors in a research note. The analyst sees an opportunity to "buy into a high-potential growth franchise" with 26% upside potential. Achieving earnings forecasts in late November should help drive a rebound in the shares back toward recent valuation levels, the analyst contends.
10/02/18
10/02/18
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. Discover (DFS) upgraded to Overweight from Neutral at JPMorgan with analyst Richard Shane saying the company appears on track to execute a "soft landing" as loan growth stabilizes. 2. At Home Group (HOME) upgraded to Buy from Neutral at Goldman Sachs with analyst Matthew Fassler saying recent sales misses, tariff concerns, and macro data have created investor concerns and a "steep discount" in the shares relative to other growth retailers. 3. Nestle (NSRGY) upgraded to Buy from Hold at Jefferies with analyst Martin Deboo saying he's more bullish on the new CEO and the shares into the second half of the year. 4. Urban Outfitters (URBN) upgraded to Buy from Neutral at B. Riley FBR with analyst Susan Anderson saying she expects high consumer confidence to support strong same-store-sales for Urban and she views the shares as undervalued. 5. General Electric (GE) upgraded to Outperform from Sector Perform at RBC Capital with analyst Deane Dray saying he believes a floor has been put in the shares following news of Larry Culp being named Chairman and CEO. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

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