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VICR

Vicor Corporation

$38.35

1.42 (3.85%)

, NFLX

Netflix

$346.40

13.29 (3.99%)

18:55
10/16/18
10/16
18:55
10/16/18
18:55

Fly Intel: After Hours Movers

UP AFTER EARNINGS: Vicor Corp (VICR) up 19.6%... Netflix (NFLX) up 11.7%... Lam Research (LRCX) up 4.9%, Applied Materials (AMAT) up 3.6% in sympathy... United Continental (UAL) up 4.7%... Fulton Financial (FULT) up 2.3%... CSX (CSX) up 1.7%... Cree (CREE) up 1.2%. ALSO HIGHER: Roku (ROKU) up 4.0% after legal ruling allowing it to sell devices in Mexico and also in sympathy wth Netflix. DOWN AFTER EARNINGS: IBM (IBM) down 4.9%... Universal Forest Products (UFPI) down 3.9%... Sonic (SONC) down 0.5%. ALSO LOWER: Eiger BioPharma (EIGR) down 8.0% after Phase 2 ULTRA study results... Sally Beauty (SBH) down 2.2% after Q4 SSS update.

VICR

Vicor Corporation

$38.35

1.42 (3.85%)

NFLX

Netflix

$346.40

13.29 (3.99%)

LRCX

Lam Research

$145.33

2.72 (1.91%)

AMAT

Applied Materials

$34.76

1.33 (3.98%)

UAL

United Continental

$83.51

2.17 (2.67%)

FULT

Fulton Financial

$16.39

0.29 (1.80%)

CSX

CSX

$72.15

1.29 (1.82%)

CREE

Cree

$37.56

2.53 (7.22%)

ROKU

Roku

$63.67

1.97 (3.19%)

IBM

IBM

$145.02

3.9 (2.76%)

UFPI

Universal Forest

$34.08

1.27 (3.87%)

SONC

Sonic

$43.27

-0.03 (-0.07%)

EIGR

Eiger BioPharmaceuticals

$10.88

0.63 (6.15%)

SBH

Sally Beauty

$18.91

0.42 (2.27%)

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VICR Vicor Corporation
$38.35

1.42 (3.85%)

NFLX Netflix
$346.40

13.29 (3.99%)

10/16/18
MSCO
10/16/18
NO CHANGE
Target $450
MSCO
Overweight
Netflix continues to separate itself from competition, says Morgan Stanley
Ahead of its upcoming earnings report, Morgan Stanley analyst Benjamin Swinburne reiterated his Overweight rating on Netflix, though he trimmed his price target to $450 from $480 to account for foreign exchange impacts, higher rates and higher marketing spending. However, he believes its ramping global production is helping Netflix continue to separate itself from competition, Swinburne tells investors. His Q3 subscriber expectations are in line with guidance for the addition of 650,000 members in the U.S. and 4.35M internationally, Swinburne noted. For Q4, he forecasts 1.8M U.S. net adds and 5.75M internationally.
10/15/18
GSCO
10/15/18
NO CHANGE
Target $430
GSCO
Buy
Netflix price target lowered to $430 form $470 at Goldman Sachs
Goldman Sachs analyst Heath Terry lowered his price target for Netflix to $430 from $470 ahead of Q3 results to reflect the contraction in broader internet multiples. While 3rd party data has most investors anticipating net subscriber additions beyond management's July guidance, the analyst believes that has been balanced by expectations for more conservative Q4 guidance. Terry thinks upside to consensus expectations and what the strength in subscriber net additions says about Netflix's business, beyond just guidance for the next quarter, is likely to be a positive catalyst for the stock. Longer term, he continues to believe consensus forecasts significantly underestimate Netflix's future growth given its content, distribution and data advantages, the early stage growth opportunities left in most of its markets, and 2019's cash burn inflection. He reiterates a Buy rating on the shares.
10/12/18
10/12/18
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. MICROSOFT UPGRADED TO OUTPERFORM AFTER PULLBACK: Macquarie analyst Sarah Hindlian upgraded Microsoft (MSFT) to Outperform from Neutral and raised her price target on the shares to $121, saying she is taking advantage of the pullback in shares. Hindlian views Microsoft as a relatively defensive name with long-term earnings power and expects a strong start to FY19 following constructive field work. CITI UPGRADES NETFLIX TO BUY: Citi analyst Mark May upgraded Netflix (NFLX) to Buy from Neutral with an unchanged price target of $375. The valuation, following this week's selloff, has reached a level that warrants an "opportunistic" upgrade to Buy, May said. Netflix has a highly recurring subscription-based revenue business that delivers "significant value" to consumers, and its management team has a strong track record of execution, the analyst contended. Further, he believes the company's fundamentals remain strong and that is has opportunity to continue growing international subscribers. SQUARE UPGRADED TO BUY AFTER PULLBACK: Canaccord Genuity analyst Michael Graham upgraded Square (SQ) to Buy from Hold and raised his price target for the shares to $90 from $60. The recent pullback in the shares creates a long-term opportunity in a "truly disruptive and well-run company," Graham said. He believes the departure of CFO Sarah Friar is more about going to a promising company as CEO rather than walking away from a risk. PIVOTAL UPGRADES SNAP TO BUY: Pivotal Research analyst Brian Wieser upgraded Snap (SNAP) to Buy from Hold while lowering his price target for the shares to $8 from $9. The analyst said that despite declining usage and liquidity, the data he looks at is showing a "widening user base, although one which is collectively reducing its time on the platform." It is not too late for management to find ways to reverse recent usage trends and generally improve monetization regardless of those usage trends, Wieser added. Further, the analyst believes Snap could become an attractive candidate to go private with the stock's price at current levels. JPMORGAN DOWNGRADES ESTEE LAUDER TO NEUTRAL: JPMorgan analyst Andrea Teixeira downgraded Estee Lauder (EL) to Neutral and lowered her price target for the shares to $138 from $154. There may be a deceleration in the travel retail channel ahead now that Chinese customs agents are implementing tighter controls at the border, according to local source, Teixeira noted. Further, she believes the de-rating in luxury peers related to the group's "outsized exposure" to Chinese consumers will likely put a cap on Estee Lauder's valuation as well. The analyst also sees less opportunity for earnings beats on margins in the near term given tariff costs.
10/12/18
10/12/18
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. Microsoft (MSFT) upgraded to Outperform from Neutral at Macquarie with analyst Sarah Hindlian saying she is taking advantage of the pullback in shares. 2. Netflix (NFLX) upgraded to Buy from Neutral at Citi with analyst Mark May saying the valuation, following this week's selloff, has reached a level that warrants an "opportunistic" upgrade to Buy. 3. Square (SQ) upgraded to Buy from Hold at Canaccord with analyst Michael Graham saying the recent pullback in the shares creates a long-term opportunity in a "truly disruptive and well-run company." 4. Snap (SNAP) upgraded to Buy from Hold at Pivotal Research with analyst Brian Wieser saying despite declining usage and liquidity, the data he looks at is showing a "widening user base, although one which is collectively reducing its time on the platform." 5. Costco (COST) upgraded to Buy from Neutral at Northcoast. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
LRCX Lam Research
$145.33

2.72 (1.91%)

10/01/18
DBAB
10/01/18
UPGRADE
Target $38
DBAB
Buy
Entegris upgraded to Buy from Hold at Deutsche Bank
Deutsche Bank analyst Sidney Ho upgraded Entegris (ENTG) to Buy while lowering his price target for the shares to $38 from $40. The analyst prefers the "defensive business model" of Entegris amid the uncertainty in the Semicap equipment sector. He coupled the upgrade with a downgrade of both Applied Materials (AMAT) and Lam Research (LRCX). Ho also kept a Buy rating on MKS Instruments (MKSI) while lowering his price target for the shares to $38 from $40.
10/10/18
GSCO
10/10/18
NO CHANGE
GSCO
Goldman Sachs cuts estimates for Semi Capital Equipment makers after checks
Goldman Sachs analyst Toshiya Hari lowered his estimates for Semiconductor Capital Equipment makers Applied Materials (AMAT), Lam Research (LRCX) and KLA-Tencor (KLAC) as his recent industry checks lead him to believe that the market could be underestimating the magnitude of a cyclical downturn driven by weakness in memory. Hari lowered his EPS estimates for Applied, Lam and KLA-Tencor by an average of 11% and 4%, respectively, for calendar 2019 and 2020. The analyst also cut his price target Lam to $156 from $180 and lowered his target for Applied to $40 from $47 and keeps Neutral ratings on both.
10/01/18
10/01/18
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. OPCO CUTS CHIPOTLE TO UNDERPERFORM: Oppenheimer analyst Brian Bittner downgraded Chipotle Mexican Grill (CMG) to Underperform from Perform with a $400 price target. Since its new CEO announcement in February, Chipotle is up 82% and has been upgraded 10 different times by the Street, Bittner noted. The company's "high-flying" valuation has "priced in" persistent mid-single same-store-sales and a path to at least $20 of earnings per share versus $8-$9 this year, the analyst added. His work suggests this earnings path is too optimistic, even when assuming "healthy sales." INTEL CUT TO UNDERWEIGHT BY BARCLAYS: Barclays analyst Blayne Curtis downgraded Intel (INTC) to Underweight from Equal Weight and lowered his price target for the shares to $38 from $53. End-market tailwinds that propelled the run in shares, namely PC shortages and the slowing of server growth, are likely to reverse, Curtis believes. Further, the analyst expects Intel will see increased competition from AMD (AMD) and declining free cash flow returns. In addition, the names that have been floated in the CEO search "have yet to yield any disruptive potential candidates to take on all of these challenges," Curtis said. By squandering its manufacturing lead, the company now faces a "costly battle to retain share amidst a near-term slowing of its end markets," concluded the analyst. MKM CUTS INFINERA TO SELL: MKM Partners analyst Michael Genovese downgraded Infinera (INFN) to Sell from Neutral and lowered his price target to $5.50 from $10. The analyst said his checks suggest the company's loss of its biggest customer CenturyLink (CTL) to Ciena (CIEN) amid concerns with its ability to produce "new leading edge digital signal processors every 18-30 months". Genovese expects Infinera's upcoming guidance for Q4 and FY19 to be disappointing on revenues and margins, while his price target that assumes a valuation multiple of 0.8-times enterprise value to expected FY19 sales "reflects increasing concerns about the long-term competitiveness of the company." TEVA UPGRADED AT LEERINK, GOLDMAN: Leerink analyst Ami Fadia upgraded Teva (TEVA) to Market Perform from Underperform due to improving business fundamentals as well as the improving multiples for the overall generics sector. The analyst, who believes the company's fundamentals have improved meaningfully and put Teva in a position to pay down $3.5B in debt by YE18, raised his price target on the shares to $24 from $16. Meanwhile, Goldman Sachs analyst Jami Rubin added Teva to Goldman's Conviction List with a Buy rating, calling the recent selloff in the shares a "head scratcher." Recent concerns raised in the marketplace regarding second half of 2018 headwinds and Eli Lilly's (LLY) galcenuzemab approval were already expected and well understood, Rubin tells investors in a research note. DEUTSCHE CUTS LAM RESEARCH, APPLIED MATERIALS TO HOLD: Deutsche Bank analyst Sidney Ho downgraded Lam Research (LRCX) to Hold and lowered his price target for the shares to $170 from $230, and downgraded Applied Materials (AMAT) to Hold and lowered his price target for the shares to $43 from $58. Semicap Equipment stocks are not expensive but lack positive catalysts, Ho said. The analyst believes investor fears over that the industry has reached a cyclical peak will remain as long as the memory market stays weak. Further, he sees risk is for additional capex push-outs, especially in the first half of 2019.
10/15/18
DADA
10/15/18
NO CHANGE
Target $225
DADA
Buy
Lam Research price target lowered to $225 from $275 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Lam Research (LRCX) to $225 and also lowered his FY19 EPS view to $14.75 from $16.15 ahead of its earnings tomorrow, saying the company's call will "set the tone" for the rest of the "semicap" earnings season. The analyst notes that prior expectations called for a trough in Q3 and some modest recovery in Q4, but now anticipates the sluggishness to continue into Q4. Diffely keeps his Buy rating on Lam Research however, urging investors to be "aggressive buyers" on any weakness from softer Q4 guidance. He states that the semiconductor recovery should begin in early 2019 and ramp throughout the year with "key drivers already in place for the delayed projects to resume". The analyst further notes that the "pushouts" from Intel (INTC) and TSMC (TSM) were likely the "function of yield optimization and timing related issues" rather than "diminishing long term industry fundamentals".
AMAT Applied Materials
$34.76

1.33 (3.98%)

10/16/18
NOMU
10/16/18
NO CHANGE
Target $50
NOMU
Buy
Semi cap fundamentals 'are still pointing south,' says Nomura Instinet
By the end of last week, Applied Materials (AMAT) and Lam Research (LRCX) were down 34% and 22% year to date, respectively, Nomura Instinet analyst Romit Shah tells investors in a research note. The selloff reflects deteriorating capital expenditure fundamentals that were visible starting in April, Shah adds. The analyst believes Semiconductor Capital Equipment fundamentals today "are still pointing south" as he does see DRAM capacity expansion in 2019 and thinks NAND flash "has further cancellation risk." Shah lowered his price target for Buy-rated Applied Materials to $50 from $60, Neutral-rated KLA-Tencor (KLAC) to $110 from $120 and Buy-rated Lam Research to $200 from $225.
UAL United Continental
$83.51

2.17 (2.67%)

09/18/18
09/18/18
DOWNGRADE
Target $95

Neutral
United Continental downgraded to Neutral from Outperform at Macquarie
As previously reported, Macquarie downgraded United Continental to Neutral from Outperform. Analyst Susan Donofrio cites valuation for the downgrade and maintained a $95 price target on shares.
09/18/18
09/18/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Fortinet (FTNT) downgraded to Neutral from Buy at UBS with analyst Fatima Boolani saying the company's momentum appears priced into the shares at current levels. 2. United Continental (UAL) downgraded to Neutral from Outperform at Macquarie with analyst Susan Donofrio citing valuation. 3. Workiva (WK) downgraded to Underweight from Equal Weight at Morgan Stanley with analyst Stan Zlotsky saying the stock is the best performer of all stocks covered by the firm's Software team given its 50% move up over the last three months, which he attributes to heightened investor expectations, the near-term benefits from an extremely strong period within capital markets, and enthusiasm about the new CEO. 4. Discovery (DISCA) downgraded to Sell from Hold at Pivotal Research with analyst Brian Wieser saying despite "tepid" earnings and "underwhelming" longer-term trends, the stock is up 20% over the past month. 5. Apache (APA) downgraded to Hold from Buy at Edward Jones. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/27/18
IMPC
09/27/18
NO CHANGE
Target $96
IMPC
In-Line
United Continental price target raised to $96 from $85 at Imperial Capital
Imperial Capital analyst Michael Derchin raised his price target for United Continental (UAL) to $96 after the company indicated Q3 PRASM is expected to be towards the higher end of its initial 4%-6% projection and announced a $5 baggage fee hike following JetBlue (JBLU). However, the analyst believes valuations are likely to remain low until United also generates strong off-peak results and slows capacity growth plans. He keeps an In-Line rating on the shares.
10/16/18
IMPC
10/16/18
NO CHANGE
Target $91
IMPC
In-Line
United Continental price target lowered to $91 from $96 at Imperial Capital
Imperial Capital analyst Michael Derchin lowered his price target for United Continental Holdings to $91 on expectations higher fuel costs will offset higher unit revenues. The analyst expects United Continental to report "strong" Q3 results tonight, but he thinks unit revenue growth will likely to slow in the off-peak Q4. The stock's valuation premium to its "Big 3" peers is likely to narrow due to its seasonal network resulting in weaker off-peak margins as well as capacity growth expected to exceed GDP growth, Derchin tells investors in a research note. He keeps an In-Line rating on United Continental.
FULT Fulton Financial
$16.39

0.29 (1.80%)

07/19/18
PIPR
07/19/18
UPGRADE
Target $19
PIPR
Overweight
Fulton Financial upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Matthew Breese upgraded Fulton Financial to Overweight and raised his price target for the shares to $19 from $18.50. The stock "looks attractive" following the company's "strong" Q2 results, which included better than anticipated net interest margin expansion and credit results, Breese tells investors in a research note. The analyst believes Fulton's balance sheet is "well-suited for the current environment."
03/26/18
DADA
03/26/18
INITIATION
DADA
Neutral
Fulton Financial initiated with a Neutral at DA Davidson
DA Davidson analyst Russell Gunther initiated Fulton Financial with a Neutral rating and $18 price target, seeing little upside to current levels.
10/03/18
LEHM
10/03/18
UPGRADE
Target $19
LEHM
Overweight
Fulton Financial upgraded to Overweight from Underweight at Barclays
Barclays analyst Matthew Keating double upgraded Fulton Financial to Overweight from Underweight and raised his price target for the shares to $19 from $18.
10/03/18
LEHM
10/03/18
UPGRADE
Target $19
LEHM
Overweight
Barclays upgrades Fulton Financial, Webster Financial to Overweight
Barclays analyst Matthew Keating double upgraded Fulton Financial (FULT) to Overweight from Underweight and raised his price target for the shares to $19 from $18. The company is poised to exceed consensus earnings expectations in the second half of 2018 on greater than expected net interest margin expansion, controlled expenses, and a resumption of share repurchase activity, Keating tells investors in a research note. The analyst also upgraded Webster Financial (WBS) to Overweight from Equal Weight while lowering his price target for the shares to $69 from $70. He expects deposit growth at HSA Bank, the company's health savings account administration business, to "positively surprise." Webster investors not only gain exposure to a strengthening domestic economy, but also the defensive characteristics of the healthcare space, Keating contends.
CSX CSX
$72.15

1.29 (1.82%)

09/05/18
09/05/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Tyson Foods (TSN) downgraded to Hold from Buy at Argus with analyst John Staszak saying the rating change reflects his heightened concerns over the company's increased expenses from higher freight and labor costs. 2. Robert Half (RHI) downgraded to Sell from Neutral at Goldman Sachs with analyst George Tong saying he views the company's valuation as full relative to its growth outlook. 3. CSX (CSX) and Canadian National (CNI) were downgraded to Market Perform from Outperform at BMO Capital. 4. Myriad Genetics (MYGN) downgraded to Underweight from Equal Weight at Barclays with analyst Jack Meehan saying with the stock near an 18-year high, several company risks create an unfavorable risk/reward profile. 5. Vail Resorts (MTN) downgraded to Neutral from Outperform at Macquarie with analyst Matthew Brooks citing valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/07/18
DBAB
09/07/18
NO CHANGE
DBAB
Buy
Union Pacific looking to accelerate profit improvement plan, says Deutsche Bank
Based on recent discussions with the company, it appears Union Pacific (UNP) is signaling a renewed effort to accelerate its profit improvement plan, Deutsche Bank analyst Amit Mehrotra tells investors in a research note. The analyst says that while the plan is "not exactly CSX-like," it appears to be more transformational in scope with respect to network and route optimization. He views Union Pacific's plans as positive for the shares and he also sees positive read-through implications for all U.S. rail stocks. Mehrotra keeps a Hold rating on Union Pacific.
09/19/18
SBSH
09/19/18
NO CHANGE
Target $170
SBSH
Buy
Union Pacific shares heading to $180-$200 on new operating model, says Citi
Union Pacific (UNP) last night announced it was launching a new operating model, dubbed Unified Plan 2020, based on the precision scheduled railroading strategy employed at Canadian National (CN), Canadian Pacific (CP) and CSX (CSX), Citi analyst Christian Wetherbee tells investors in a research note. While questions remain about personnel and execution, the news likely catalyzes a move in Union Pacific's stock toward the $180-$200 range over the intermediate-term, the analyst contends. He believes investors will now "add more weight" to $9 and $10 of 2019 and 2020 earnings per share and reiterates a Buy rating on Union Pacific with a $170 price target.
09/14/18
UBSW
09/14/18
NO CHANGE
Target $84
UBSW
Buy
CSX momentum leaves plenty of runway, says UBS
UBS analyst Thomas Wadewitz met with CSX management and came away confident there is plenty of runway left for the shares. The analyst said management described the current strong momentum in their operating environment initiatives which have driven further gains in train speed and a further decline in their active locomotive fleet. The company believes they are in the early innings of both improved operations and revenue growth, said Wadewitz, who reiterated his Buy rating and raised his price target to $84 from $82 on CSX shares.
CREE Cree
$37.56

2.53 (7.22%)

09/11/18
09/11/18
UPGRADE
Target $60

Buy
Cree upgraded to Buy on robust demand at Roth Capital
As previously reported, Roth Capital analyst Craig Irwin upgraded Cree to Buy from Neutral and raised his price target on the shares to $60 from $50 after attending the ECSCRM conference in Birmingham, U.K. The analyst notes that SiC chips OEMs talked quietly about approximately 50 new MOSFET programs that start ramping in 2019, where he expects Cree to retain strong share. While wafer pricing will see a long-term downward trajectory to facilitate growth, the analyst does not expect any sharp price drops, so technology and process changes should allow Wolfspeed's wafer business to preserve impressive gross margins.
10/09/18
JPMS
10/09/18
UPGRADE
Target $35
JPMS
Neutral
Cree upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Paul Coster upgraded Cree to Neutral with an unchanged price target of $35. The analyst sees a more balanced risk/reward following the recent underperformance of the shares. He cites valuation for the upgrade to Neutral.
10/09/18
10/09/18
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. Walmart (WMT) upgraded to Buy from Hold at Deutsche Bank with analyst Paul Trussell saying the retailer is reaping returns on the many years of investment in e-commerce and customer service. 2. Cree (CREE) upgraded to Neutral from Underweight at JPMorgan with analyst Paul Coster saying he sees a more balanced risk/reward following the recent underperformance of the shares. 3. Amphenol (APH) upgraded to Buy from Neutral at Goldman Sachs with analyst Mark Delaney saying the company's "best in class" execution and "diverse" end markets position it well in a tougher cyclical environment. 4. Dominion (D) upgraded to Overweight from Neutral at JPMorgan with analyst Christopher Turnure saying the company is entering a period of balance sheet improvement, de-risked business mix and overall simplification, with or without the Scana (SCG) assets. 5. Baker Hughes (BHGE) upgraded to Buy from Hold at Jefferies with analyst Brad Handler saying earnings power of $4 per share next decade "seems tangible," as is free cash flow conversion of greater than 90% of estimated earnings. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/11/18
COWN
10/11/18
NO CHANGE
Target $38
COWN
Market Perform
Cree price target lowered to $38 from $45 at Cowen
Cowen analyst Jeffrey Osborne lowered his price target on Cree to $38 from $45 ahead of Q1 results. The analyst expects earnings to be at the lower end of guidance, driven primarily by a more conservative view of steel and lighting related tariffs. He also said sentiment has been affected by the peaking semiconductor cycle as well as concerns about auto production. Osborne maintained his Market Perform rating on Cree shares.
ROKU Roku
$63.67

1.97 (3.19%)

10/01/18
NEED
10/01/18
NO CHANGE
Target $85
NEED
Buy
Roku price target raised to $85 from $60 at Needham
Needham analyst Laura Martin raised her price target on Roku (ROKU) to $85 and kept her Buy rating, even as its 213% stock price advance over the past 12 months has vastly outperformed the broader market. The analyst cites the company's "execution excellence, total addressable market expansion, reduced capital intensity / competitive risk, and a transition "from experimental to mainstream ad budgets". Martin adds that Roku has positioned itself as a "key takeover target" while offering a better valuation profile of 9.1-times expected forward revenue than that of Netflix (NFLX) at 9.7-times. The analyst further notes that Roku's margin, content risk, and event upside make it a better bet than Netflix.
10/05/18
WEDB
10/05/18
INITIATION
Target $73
WEDB
Neutral
Roku initiated with a Neutral at Wedbush
Wedbush analyst Michael Pachter initiated Roku with a Neutral rating and $73 price target. While Roku has built an "exceptional" platform on the back of its players and is positioning itself as the best-in-class option for OTT advertising, Roku's growth is fully priced into its share price, Pachter tells investors in a research note. The analyst believes that any pullback may provide an opportunity to build a position.
10/05/18
10/05/18
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. Patterson-UTI (PTEN) initiated with an Outperform at Bernstein. 2. QuinStreet (QNST) initiated with an Outperform at William Blair. 3. Natera (NTRA) initiated with a Neutral at JPMorgan. 4. Avaya (AVYA) initiated with an Equal Weight at Barclays. 5. Roku (ROKU) initiated with a Neutral at Wedbush. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/05/18
10/05/18
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. HP CUT TO NEUTRAL AT JPMORGAN: JPMorgan analyst Paul Coster downgraded HP Inc. (HPQ) to Neutral from Overweight while raising his price target for the shares to $29 from $28. Despite the company's "excellent execution," the shares have limited catalysts ahead, Coster told investors in a research note following the company's analyst day. The analyst recommended investors take profits with the stock up 24% year-to-date. HP shares were lower by 1.9% to $25.91 in late morning trading. ELI LILLY UPGRADED TO OUTPERFORM AT BMO: BMO Capital analyst Alex Arfaei upgraded Eli Lilly (LLY) to Outperform from Market Perform and raised his price target on the shares to $130 from $107. The analyst cited the prospects of LY3298176, a GIP and GLP-1 dual receptor agonist presented at EASD 54th Annual Meeting, which he believes "meaningfully improves" the company's long-term growth prospects. Arfaei sees "continued strong growth of the GLP-1 class" and anticipates an annualized revenue growth of about 15% through 2027, adding that he is also positive on Eli Lilly's margins and its other indications in fields such as obesity. Eli Lilly shares were higher by 1.8% to $115.01 in late morning trading. PEPSI CUT TO NEUTRAL AT MACQUARIE: Macquarie analyst Caroline Levy downgraded Pepsi (PEP) to Neutral from Outperform and cut its price target to $107 from $122 following the company's Q3 report. Levy noted that Pepsi reported solid Q3 organic sales growth of 5%, but EBIT margins fell do to increased brand spending, higher input costs abroad due to FX hikes, and higher freight. The analyst said she expects these pressures to remain a drag on margins and cut estimates to reflect dilution from the Sodastream acquisition, tougher comps, and lack of tax reform benefits. Further, Levy expects organic sales growth will require more investment while costs continue to climb. ROKU STARTED WITH A NEUTRAL AT WEDBUSH: Wedbush analyst Michael Pachter initiated Roku (ROKU) with a Neutral rating and $73 price target. While Roku has built an "exceptional" platform on the back of its players and is positioning itself as the best-in-class option for OTT advertising, Roku's growth is fully priced into its share price, Pachter told investors in a research note. The analyst believes that any pullback may provide an opportunity to build a position. SUPER MICRO COMPUTER CUT TO HOLD AT MAXIM: Maxim analyst Nehal Chokshi downgraded Super Micro Computer (SMCI) to Hold from Buy. The analyst stated that while the Bloomberg Businessweek article alleging the company's "servers sold to customers contained malicious microchips" were strongly refuted, the detail, the reputable nature of the source, and the number of cross reference checks lend to its credibility. Chokshi further noted that the company's ongoing delay in releasing its 2017 10K filing adds to his concerns, stating that he no longer sees reward relative to risk as asymmetric. Super Micro Computer shares were higher by 3.1% to $12.99 in late morning trading.
IBM IBM
$145.02

3.9 (2.76%)

09/26/18
09/26/18
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. UBS UPGRADES IBM TO BUY: UBS analyst John Roy upgraded IBM (IBM) to Buy and raised his price target for the shares to $180 from $160. The market is pricing in a 2% revenue decline, which IBM can beat, Roy believes. Further, his sum-of-the-parts analysis suggests the market is applying virtually no value to IBM's hardware business, which the analyst thinks is "unrealistic." Roy sees a number of additional positives, including operating margin improvement, the Watson hype cycle bottoming this year, and a 4.4% dividend "providing a floor." Shares of IBM were higher by 2% in late morning trading. OPPENHEIMER UPGRADES GOPRO TO OUTPERFORM: Oppenheimer analyst Andrew Uerkwitz upgraded GoPro (GPRO) to Outperform from Perform, with a $9 price target. The analyst believes the company has done everything it can to position itself for success. With compelling features such as live streaming and gimbal-like image stabilization, Uerkwitz called its products are "compelling." This should be enhanced by targeted marketing and a vastly improved software editing suite, he contended. In late morning trading, GoPro shares were higher by 4%. PIPER JAFFRAY BOOSTS ACTIVISION BLIZZARD PRICE TARGET: Piper Jaffray analyst Michael Olson raised his price target for Activision Blizzard (ATVI) to $88 from $84 saying he's increasingly confident in potential for earnings upside in 2018 from "Call of Duty Black Ops 4" and the accompanying Blackout battle royale mode. Both gamer and critical feedback on Blackout have been favorable, Olson said. He believes the Street has underestimated the potential for collective Call of Duty franchise revenue in 2018 and into 2019 and maintained an Overweight rating on shares. UBS CUTS LAM RESEARCH TO NEUTRAL: UBS analyst Tim Arcuri downgraded Lam Research (LRCX) to Neutral from Buy and lowered his price target for the shares to $170 from $220. Arcuri is "stepping to the sidelines" because he sees a big risk for the company in the first half of 2019 due to Lam Research's outsized exposure to Samsung. In late morning trading, shares of Lam Research were lower by almost 2%. DA DAVIDSON STARTS LULULEMON WITH A NEUTRAL: DA Davidson analyst John Morris initiated Lululemon (LULU) with a Neutral rating and a price target of $155, saying the "quality of its long-term growth rate is not as robust as it has been" even though its forward earnings multiple is near historical highs. The analyst noted that the company's "future growth has higher risk variables associated with the complexity of international expansion across multiple continents and fashion cycle headwinds as the athleisure trend ebbs." Despite the risks, the analyst points to the company's "strong management team and powerful brand equity" in justifying his neutral stance.
10/04/18
MOFT
10/04/18
INITIATION
Target $150
MOFT
Sell
IBM initiated with a Sell at MoffettNathanson
MoffettNathanson initiated IBM with a Sell and $150 price target.
10/10/18
UBSW
10/10/18
NO CHANGE
Target $180
UBSW
Buy
UBS sees new technology driving IBM multiple expansion
IBM analyst John Roy said he likes IBM heading into Q3 results on expectations tech spending budgets are "flush" this year. He notes that Q3 historically sees a revenue decline, but he thinks that is already priced into the stock. He sees limited downside to the stock and gradual improvement in the performance of newer technologies to drive multiple expansion. Roy reiterated his Buy rating and $180 price target on IBM shares.
10/04/18
10/04/18
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. AMC CUT TO SELL BY GOLDMAN: Goldman Sachs analyst Drew Borst downgraded AMC Networks (AMCX) to Sell from Neutral and lowered his price target for the shares to $61 from $64. The analyst expects AMC to underperform peers and his price target implies 8% downside to current levels. Weakness in National Networks advertising from "Walking Dead" ratings declines and heightened competition for scripted original series and viewers, as well as slowing revenue growth and higher content and marketing costs, create risk to consensus estimates, Borst said. SNAP TARGETS CUT BY EVERCORE, CITI: Evercore ISI analyst Anthony DiClemente lowered his price target for Snap (SNAP) to $7 from $9 given decelerating trends, management turnover, and competitive threats. He reiterated an Underperform rating on Snap's shares. Citi analyst Mark May kept a Sell rating on Snap, but again lowered his estimates -- also to $7 -- to reflect recent trends in user and average revenue per user growth, Q3 guidance and a projected 2018 exit growth rate. GOLDMAN SAYS FIREEYE STOCK COULD DOUBLE: Goldman Sachs analyst Gabriela Borges kept her Buy rating and $22 price target on FireEye (FEYE) after the company's annual Cyber Defense Summit. The analyst said the summit saw its strongest showing in three years and she believes Fireeye could see its shares double if it can gain just 200bps of market share in the endpoint and security information and event management, or SIEM, markets. Borges added that FireEye would have to improve its Helix business with "on premise integration" as well as "better messaging to the channel", expecting the company to proceed with a renewed scale push next year once the integration is complete. IBM STARTED WITH A SELL RATING: MoffettNathanson analyst Lisa Ellis initiated IBM (IBM) with a Sell rating and $150 price target. In late morning trading, IBM is down almost 1%. CLOUDERA GETS UPGRADED AFTER DEAL: Nomura Instinet analyst Christopher Eberle upgraded Cloudera (CLDR) to Buy from Neutral and raised his price target for the shares to $23 from $12. The analyst, who admits to being very surprised by the announced deal, believes the company's merger with Hortonworks (HDP) will be "highly accretive." DA Davidson analyst Rishi Jaluria upgraded Cloudera to Buy from Neutral and raised his price target to $27 from $15 while also affirming Hortonworks at Buy and raising its price target to $35 from $24. The analyst is positive on the merger's ability to reduce pricing pressure from the separation from the other Hadoop vendors, equip Cloudera to battle cloud data warehouse vendors like AWS (AMZN) Redshift, and accelerate innovation.
UFPI Universal Forest
$34.08

1.27 (3.87%)

08/03/18
08/03/18
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. Tesla (TSLA) initiated with a Hold at Canaccord. 2. Universal Forest (UFPI) initiated with a Buy at Seaport Global. 3. Zafgen (ZFGN) initiated with an Outperform at Wedbush. 4. Entera Bio (ENTX) initiated with a Buy at Maxim. 5. Huya initiated with a Neutral at Goldman Sachs. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
08/03/18
GHSC
08/03/18
INITIATION
Target $47
GHSC
Buy
Universal Forest initiated with a Buy at Seaport Global
Seaport Global analyst Reuben Garner initiated Universal Forest with a Buy and $47 price target saying it is a play on the US economy, not just housing, consumer, or industrial, and its strategy to grow higher margin, value-added portfolio is working and should bring a higher multiple.
10/17/17
BMOC
10/17/17
INITIATION
Target $110
BMOC
Market Perform
Universal Forest initiated with a Market Perform at BMO Capital
BMO Capital analyst Ketan Mamtora initiated Universal Forest with a Market Perform rating and a price target of $110. Mamtora says the company has a solid record of M&A and a strong balance sheet to pursue further growth, but adds that risk-reward is not particularly compelling at this time and warrants awaiting better entry point.
SONC Sonic
$43.27

-0.03 (-0.07%)

09/27/18
JEFF
09/27/18
NO CHANGE
Target $58
JEFF
Buy
Jefferies continues to see upside potential in shares of Papa John's
Jefferies analyst Alexander Slagle continues to believe Q3 will represent the worst in terms of fundamentals for Papa John's (PZZA) and that "ultimate upside potential outweighs downside." The analyst recommends looking past fear of near-term trends and buying shares of Papa John's. An analysis of potential refranchising and leveraged buyout scenarios suggest there continues to be opportunities for value creation, Slagle tells investors in a research note. The analyst says that even without a buyout, there is a three-to-five year path to recovery that could return Papa John's to its normalized earnings/EBITDA levels and growth rate, potentially driving $4.00-plus of earnings per share by 2020. Slagle adds that based on this week's acquisition of Sonic (SONC) by Inspire Brands, Papa John's would be worth $63.50 per share in a buyout. He keeps a Buy rating on Papa John's with a $58 price target.
09/28/18
WEDB
09/28/18
DOWNGRADE
Target $43.5
WEDB
Neutral
Sonic downgraded to Neutral from Outperform at Wedbush
Wedbush analyst Nick Setyan downgraded Sonic to Neutral from Outperform but raised his price target to $43.50 from $42 following the acquisition offer from Inspire Brands. In a research note to investors, Setyan says that, in hindsight, the offer of Sonic is "not surprising" and that he views competing bidders as "unlikely." He continues to believe Sonic is positioned as the main net transaction share gainer within the quick service restaurant burger category over the medium term, but downgraded shares to reflect the high probability of the Inspire Brands deal closing.
09/26/18
SPHN
09/26/18
DOWNGRADE
Target $43.5
SPHN
Equal Weight
Sonic downgraded to Equal Weight from Overweight at Stephens
Stephens analyst Will Slabaugh downgraded Sonic (SONC) to Equal Weight from Overweight, stating that given the premium valuation that Inspire Brands has agreed to pay he does not expect any competing bids. The analyst, who raised his price target on Sonic shares to $43.50 from $40, added that he views Roark's acquisition of the company as "somewhat unique" and does not expect the "floodgates of restaurant M&A to open." His previously published list of potential takeout targets in the restaurant space includes Red Robin (RRGB), Chuy's (CHUY) and BJ's Restaurants (BJRI).
09/26/18
LEHM
09/26/18
UPGRADE
Target $43
LEHM
Equal Weight
Sonic upgraded to Equal Weight from Underweight at Barclays
Barclays analyst Jeffrey Bernstein upgraded Sonic to Equal Weight and raised his price target for the shares to $43 from $29 following the company's agreement to be acquired by Inspire Brands.
EIGR Eiger BioPharmaceuticals
$10.88

0.63 (6.15%)

09/04/18
PIPR
09/04/18
NO CHANGE
Target $24
PIPR
Overweight
Eiger can file lonafarnib without additional studies, says Piper Jaffray
Piper Jaffray analyst Edward Tenthoff says feedback from the FDA will enable Eiger BioPharmaceuticals to file an investigational new drug application for lonafarnib to treat orphan indication Hutchinson-Gilford Progeria syndrome as soon as 2019. Importantly, this accelerates anticipated timelines because Eiger is not required to conduct additional clinical studies for approval, Tenthoff tells investors in a research note. He beieves that if approved, Eiger "could gain a valuable Pediatric Priority Review Voucher shared with the Progeria Research Foundation." The analyst reiterates an Overweight rating on the shares with a $24 price target.
05/30/18
PIPR
05/30/18
NO CHANGE
Target $24
PIPR
Overweight
Eiger BioPharmaceuticals price target lowered to $24 from $28 at Piper Jaffray
Piper Jaffray analyst Edward Tenthoff lowered his price target for Eiger BioPharmaceuticals to $24 to account for dilution from the recent financing. The analyst expects Phase II readouts for exendin in hypoglycemia and ubenimex in lymphedema in Q3. He reiterates an Overweight rating on the shares.
05/18/18
PIPR
05/18/18
NO CHANGE
Target $28
PIPR
Overweight
Eiger BioPharmaceuticals price target raised to $28 from $17 at Piper Jaffray
Piper Jaffray analyst Edward Tenthoff raised his price target for Eiger BioPharmaceuticals (EIGR) to $28 after the company expanded its lonafarnib licensing agreement with Merck (MRK) for rights in ultra-orphan indication Hutchinson-Gilford Progeria syndrome. The analyst now anticipates FDA approval of lonafarnib in HGPS in 2020. He reiterates an Overweight rating on Eiger shares.
08/27/18
JEFF
08/27/18
NO CHANGE
Target $25
JEFF
Buy
Jefferies sees good entry point for Eiger BioPharmaceuticals ahead of update
Jefferies analyst Maury Raycroft believes current Eiger BioPharmaceuticals share levels offer a good entry point ahead of news from the Phase III D-LIVR endpoints in hepatitis delta virus based on FDA feedback. The analyst does not anticipate major surprises around the update and expect the outcome to be viewed positively. The announcement should give the stock a bump and add momentum to a second half of 2018 run-up that will include several key catalysts, Raycroft tells investors in a research note. He sees little downside risk in Eiger shares and keeps a Buy rating on the name with a $25 price target.
SBH Sally Beauty
$18.91

0.42 (2.27%)

06/20/18
06/20/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Starbucks (SBUX) downgraded to Market Perform from Outperform at Telsey Advisory, to Equal Weight from Overweight at Morgan Stanley, and to Neutral from Buy at BTIG. 2. Alarm.com (ALRM) downgraded to Sell from Neutral at Goldman Sachs with analyst Gabriela Borges saying his analysis indicates that new "Do it Yourself" deployments with professional monitoring are 35% cheaper than professionally installed and monitored security systems. 3. Williams-Sonoma (WSM) downgraded to Neutral from Buy at Citi with analyst Kate McShane citing valuation. 4. Oracle (ORCL) downgraded to Neutral from Outperform at Wedbush and to Neutral from Buy at Rosenblatt. 5. Sally Beauty (SBH) downgraded to Market Perform from Outperform at Cowen. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/16/18
BOFA
07/16/18
DOWNGRADE
BOFA
Underperform
Sally Beauty downgraded to Underperform at BofA/Merrill
07/16/18
07/16/18
DOWNGRADE
Target $15

Underperform
Sally Beauty downgraded to Underperform on challenges at BofA/Merrill
As previously reported, BofA/Merrill downgraded Sally Beauty to Underperform from Neutral and cut its price target to $15 from $17 given challenges to sales and margin expansion. Analyst Olivia Tong said multiple strategy shifts have yet to drive an improvement in customer traffic despite increasing spend by core consumers, competition from mass retail, specialty, and drug stores has heated up, the online platform remains relatively underdeveloped, and higher leverage reduces capital deployment.
06/20/18
COWN
06/20/18
DOWNGRADE
COWN
Market Perform
Sally Beauty downgraded to Market Perform from Outperform at Cowen

TODAY'S FREE FLY STORIES

VNDA

Vanda Pharmaceuticals

$28.66

1.1 (3.99%)

07:27
12/11/18
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07:27
Downgrade
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SNDX

Syndax

07:26
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WSR

Whitestone REIT

$14.11

-0.06 (-0.42%)

07:26
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Whitestone REIT board of trustees vote to eliminate classified board structure »

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ARCB

ArcBest

$35.70

-0.13 (-0.36%)

07:26
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FN

Fabrinet

$46.90

-1.06 (-2.21%)

07:25
12/11/18
12/11
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07:25
Conference/Events
Fabrinet management to meet with Piper Jaffray »

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  • 12

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WPP

WPP

$51.13

-0.98 (-1.88%)

07:25
12/11/18
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07:25
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07:25
Conference/Events
WPP to host investor day »

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  • 11

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CCK

Crown Holdings

$47.25

-0.79 (-1.64%)

07:25
12/11/18
12/11
07:25
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07:25
Conference/Events
Crown Holdings to host investor meeting »

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  • 11

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SRTS

Sensus Healthcare

$5.70

0.13 (2.33%)

07:24
12/11/18
12/11
07:24
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07:24
Initiation
Sensus Healthcare initiated  »

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FCF

First Commonwealth

$12.80

-0.13 (-1.01%)

07:24
12/11/18
12/11
07:24
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07:24
Conference/Events
First Commonwealth management to meet with B. Riley FBR »

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  • 12

    Dec

STT

State Street

07:23
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12/11
07:23
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07:23
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State Street analyst commentary  »

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  • 13

    Dec

MTCH

Match Group

$40.14

0.25 (0.63%)

07:23
12/11/18
12/11
07:23
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07:23
Initiation
Match Group initiated  »

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UNFI

United Natural Foods

07:22
12/11/18
12/11
07:22
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07:22
Downgrade
United Natural Foods rating change  »

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FANG

Diamondback Energy

$100.50

-2.22 (-2.16%)

07:22
12/11/18
12/11
07:22
12/11/18
07:22
Initiation
Diamondback Energy initiated  »

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EQH

AXA Equitable

$17.33

-0.05 (-0.29%)

07:22
12/11/18
12/11
07:22
12/11/18
07:22
Conference/Events
AXA Equitable management to meet with Evercore ISI »

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  • 12

    Dec

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  • 17

    Dec

PTLA

Portola Pharmaceuticals

$20.92

0.21 (1.01%)

07:21
12/11/18
12/11
07:21
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07:21
Hot Stocks
Portola Pharmaceuticals announces CHMP extended review period for Ondexxya MAA »

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  • 11

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    Dec

AAPL

Apple

$169.61

1.24 (0.74%)

, QCOM

Qualcomm

$57.24

1.24 (2.21%)

07:21
12/11/18
12/11
07:21
12/11/18
07:21
Recommendations
Apple, Qualcomm analyst commentary  »

Qualcomm ruling another…

AAPL

Apple

$169.61

1.24 (0.74%)

QCOM

Qualcomm

$57.24

1.24 (2.21%)

03/08/13
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EPAY

Bottomline Technologies

$49.99

-0.31 (-0.62%)

07:21
12/11/18
12/11
07:21
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Conference/Events
Bottomline Technologies management to meet with Needham »

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  • 11

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07:20
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General news
FX Update: The dollar traded moderately softer »

FX Update: The dollar…

T

AT&T

$29.91

-0.23 (-0.76%)

07:19
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07:19
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AT&T rating change  »

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ENTX

Entera Bio

$5.20

0.25 (5.05%)

, AMGN

Amgen

$194.16

2.73 (1.43%)

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07:17
Hot Stocks
Entera Bio, Amgen enter license agreement for inflammatory and other diseases »

Entera Bio (ENTX)…

ENTX

Entera Bio

$5.20

0.25 (5.05%)

AMGN

Amgen

$194.16

2.73 (1.43%)

03/08/13
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  • 16

    Jan

VRAY

ViewRay

$6.59

0.3 (4.77%)

07:16
12/11/18
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07:16
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07:16
Initiation
ViewRay initiated  »

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MET

MetLife

$39.60

-1.03 (-2.54%)

07:16
12/11/18
12/11
07:16
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07:16
Recommendations
MetLife analyst commentary  »

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  • 14

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EFX

Equifax

$98.46

-1.11 (-1.11%)

07:15
12/11/18
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07:15
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07:15
Conference/Events
Equifax management to meet with William Blair »

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  • 12

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ITCI

Intra-Cellular

$15.34

0.23 (1.52%)

07:13
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07:13
Hot Stocks
Intra-Cellular announces FDA accepts lumateperone NDA for review »

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DPZ

Domino's Pizza

$255.25

-3.32 (-1.28%)

07:13
12/11/18
12/11
07:13
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07:13
Conference/Events
Domino's Pizza management to meet with Evercore ISI »

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