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GOOG

Alphabet

$1,088.95

39.19 (3.73%)

, GOOGL

Alphabet Class A

$1,095.00

39 (3.69%)

13:38
10/25/18
10/25
13:38
10/25/18
13:38

Notable companies reporting after market close

Notable companies reporting after the market close, with earnings consensus, include Amazon (AMZN), consensus $3.14... Alphabet (GOOGL), consensus $10.42... Intel (INTC), consensus $1.15... Gilead Sciences (GILD), consensus $1.63... Stryker (SYK), consensus $1.68... Discover (DFS), consensus $2.05... Fortive (FTV), consensus 87c... Cerner (CERN), consensus 63c... Expedia (EXPE), consensus $3.12... Hartford Financial (HIG), consensus $1.06... Western Digital (WDC), consensus $3.04... Principal Financial (PFG), consensus $1.67... Chipotle Mexican Grill (CMG), consensus $2... Snap (SNAP), consensus (14c)... Proofpoint (PFPT), consensus 27c... Mattel (MAT), consensus 20c... Monolithic Power Systems (MPWR), consensus $1.05... First Solar (FSLR), consensus 41c... Cypress Semiconductor (CY), consensus 38c... LogMeIn (LOGM), consensus $1.34... Deckers Outdoor (DECK), consensus $1.72... AK Steel (AKS), consensus 23c.

GOOG

Alphabet

$1,088.95

39.19 (3.73%)

GOOGL

Alphabet Class A

$1,095.00

39 (3.69%)

AMZN

Amazon.com

$1,746.47

82.27 (4.94%)

INTC

Intel

$44.36

1.94 (4.57%)

GILD

Gilead

$69.18

1.175 (1.73%)

SYK

Stryker

$164.30

1.01 (0.62%)

DFS

Discover

$72.89

1 (1.39%)

FTV

Fortive

$75.87

1.83 (2.47%)

CERN

Cerner

$62.42

0.59 (0.95%)

EXPE

Expedia

$118.42

4.22 (3.70%)

HIG

Hartford Financial

$45.26

0.37 (0.82%)

WDC

Western Digital

$54.25

1.96 (3.75%)

PFG

Principal Financial

$49.38

0.45 (0.92%)

CMG

Chipotle

$421.12

7.51 (1.82%)

SNAP

Snap

$6.93

0.34 (5.16%)

PFPT

Proofpoint

$99.17

1.6 (1.64%)

MAT

Mattel

$13.76

0.32 (2.38%)

MPWR

Monolithic Power

$106.97

2.86 (2.75%)

FSLR

First Solar

$42.64

0.2 (0.47%)

CY

Cypress Semiconductor

$12.21

0.45 (3.83%)

LOGM

LogMeln

$76.24

-0.15 (-0.20%)

DECK

Deckers Brands

$108.52

1.99 (1.87%)

AKS

AK Steel

$4.27

0.13 (3.14%)

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GOOG Alphabet
$1,088.95

39.19 (3.73%)

10/23/18
KEYB
10/23/18
NO CHANGE
KEYB
KeyBanc expecting 'strong' results from Facebook, Alphabet in Q3
KeyBanc analyst Andy Hargreaves expects "strong" results from Facebook (FB)/Alphabet (GOOGL) in the Q3, with a likelihood for in line results from Twitter (TWTR) and Criteo (CRTO). The analyst says checks suggest advertiser demand for Facebook and Google properties remained strong in Q3 despite regulatory concerns. This is in contrast to generally weak sentiment across the space, he notes, which makes the risk/reward on Facebook, Alphabet, and Criteo positive.
10/17/18
WEDB
10/17/18
INITIATION
Target $1350
WEDB
Outperform
Wedbush starts 'ad king' Alphabet with Outperform, $1,350 price target
Wedbush analyst Michael Pachter initiated coverage of Alphabet (GOOGL) with an Outperform rating and $1,350 price target. In a research note titled "Long Live the Ad King," Pachter says he expects Google to "maintain positive ad momentum" even amidst pressure from Facebook (FB) and Amazon.com (AMZN). The analyst also thinks cost control efforts will drive better than expected Q3 results when Alphabet reports on October 25.
10/23/18
DBAB
10/23/18
NO CHANGE
Target $1375
DBAB
Buy
Alphabet price target raised to $1,375 from $1,350 at Deutsche Bank
Deutsche Bank analyst Lloyd Walmsley raised his price target for Alphabet to $1,375 ahead of the company's Q3 results and keeps a Buy rating on the shares. A continued recovery at YouTube and strength in mobile should drive Google Sites revenue growth excluding currency to 22.9%, "only a hair slower" than Q2 on "slightly harder comps," Walmsley tells investors in a research note. The analyst sees Alphabet reporting "solid" results and he keeps a Buy rating on the shares.
10/18/18
10/18/18
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. Alphabet (GOOG, GOOGL) initiated with an Outperform at Wedbush. 2. BJ's Wholesale (BJ) initiated with a Perform at Oppenheimer. 3. Comcast (CMCSA) initiated with an Outperform at Evercore ISI. 4. Thomson Reuters (TRI) reinstated with a Neutral at Goldman Sachs. 5. Atomera (ATOM) initiated with a Buy at Roth Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
GOOGL Alphabet Class A
$1,095.00

39 (3.69%)

10/19/18
FBCO
10/19/18
NO CHANGE
Target $1500
FBCO
Outperform
Alphabet price target raised to $1500 from $1375 at Credit Suisse
Credit Suisse analyst Stephen Ju reiterated an Outperform rating on Alphabet and raised his price target to $1,500 from $1,375 ahead of the company's Q3 results on October 25. Near term, Ju tells investors in a research note that advertiser checks suggest a positive ad budget and spend environment with only modest deceleration for search and ongoing YouTube acceleration. As for Google's proposal to comply with the EU's requirements for Android bundling, Ju does not anticipate a change from the status quo as he expects the majority of handset manufacturers to voluntarily bundle Google's apps versus electing to either lose market share or take on the cost of OS/app development.
AMZN Amazon.com
$1,746.47

82.27 (4.94%)

10/23/18
WEDB
10/23/18
NO CHANGE
Target $140
WEDB
Outperform
Shift to cloud 'significantly' benefiting Microsoft, says Wedbush
Wedbush analyst Daniel Ives notes Microsoft (MSFT) will be reporting its Q1 results this week and expects Nadella & Co. to post another solid beat on both the top and bottom line as cloud strength on Azure and Office 365 continues to be the fuel in the tank, with strong field checks indicating the company could beat commercial cloud expectations by 3%-5%. While the massive secular shift to the cloud is a "two horse race" between Amazon (AMZN) and Microsoft, the analyst is seeing a clear inflection point in the field as more enterprises and government agencies make this transformational move to a hybrid cloud architecture with Redmond making a major partner push on the SMB front. Ives believes the shift to cloud is a major secular trend that is "significantly" benefiting Microsoft in the field as a key tailwind and should continue its momentum heading into FY2019. Ives reiterates an Outperform rating and $140 price target on Microsoft's shares.
10/23/18
JEFF
10/23/18
NO CHANGE
Target $2260
JEFF
Buy
Amazon.com price target lowered to $2,260 from $2,350 at Jefferies
Jefferies analyst Brent Thill lowered his price target for Amazon.com to $2,260 from $2,350 after "taking a stab at" quantifying the impact from the company's minimum wage hike and a proposed U.S. Postal rate increase for 2019. The analyst says he tried to keep his estimates "on the conservative side" given the "limited visibility into many of the variables involved." With that said, Thill concluded that the cumulative impact should be close to $2.2B in 2019 and represent ~1% of Amazon's combined cost of goods sold and operating expenses for the year. He keeps a Buy rating on Amazon.
10/23/18
KEYB
10/23/18
NO CHANGE
KEYB
Sector Weight
Q3 should be a 'solid' quarter for Amazon, says KeyBanc
KeyBanc analyst Edward Yruma believes Q3 should be a "solid" quarter for Amazon. Comparisons have gotten a bit tougher since Amazon is now cycling the Whole Foods acquisition and Q2 likely received some benefit from a late spring, he contends. Similar to 1H, the analyst thinks advertising likely remained a driver to margin. For AWS, Yruma remains confident that revenue is poised to double to $46B by 2020. He reiterates a Sector Weight rating on the shares.
10/25/18
WEDB
10/25/18
NO CHANGE
Target $140
WEDB
Outperform
Microsoft momentum continues after another cloud beat, says Wedbush
Wedbush analyst Daniel Ives notes Microsoft (MSFT) delivered another "robust" quarter. The company exceeded expectations on nearly every metric across the board with no soft spots. Redmond is still in the early innings of benefiting from a transformational secular cloud shift in this two-horse race with Amazon (AMZN) as more enterprises around the world head down the cloud path. Ives is bullish on Microsoft into 2019 given his thesis on Azure's cloud momentum is still in its early days of playing out with the company's massive installed base, Office 365 transition on consumer/enterprise providing growth tailwinds for the next 12-18 months at least, and newer integrated product initiatives around consumers and cloud services are still playing out within Redmond's ubiquitous installed base of consumers and enterprises worldwide. He reiterates an Outperform rating and $140 price target on Microsoft shares.
INTC Intel
$44.36

1.94 (4.57%)

10/25/18
JEFF
10/25/18
NO CHANGE
Target $30
JEFF
Buy
Jefferies finds positives in AMD results, calls selloff an overreaction
Jefferies analyst Mark Lipacis says that while AMD's (AMD) Q3 earnings beat by 1c due to better margins, its Q4 outlook missed expectations due to excess GPU channel inventories. On the positive side, it appears AMD will ship a 7nm server microprocessor units "well ahead" of Intel (INTC), as well as a 7nm data center GPU "well ahead" of Nvidia (NVDA), Lipacis tells investors in a post-earnings research note titled "4Q GPU Disappointment, but Share Gain and GM expansion Story Intact." The analyst expects this will translate to share gains and continued gross margin expansion for AMD. While he lowered his estimates, and dropped his price target for the shares to $30 from $36, Lipacis views the post-earnings selloff as an overreaction. He's a buyer on weakness and keeps a Buy rating on AMD. The chipmaker in premarket trading is down 20%, or $4.54, to $18.25.
10/23/18
LEHM
10/23/18
UPGRADE
Target $25
LEHM
Equal Weight
AMD ready to put pressure on Intel, Barclays says in upgrade to Equal Weight
Barclays analyst Blayne Curtis upgraded AMD (AMD) to Equal Weight from Underweight with an unchanged price target of $25. The chipmaker closed yesterday up 6%, or $1.37, to $25.03. The analyst is using the recent pullback in AMD shares to upgrade the stock while he reiterates an Underweight rating on Intel (INTC). Curtis, who admits to being surprised by how much credit AMD got this year, says the company is "ready to put pressure on Intel." Heading into 2019, the "competitive pressure should get very real," Curtis tells investors in a research note. The analyst is "surprised by the notion that Intel delivering 10nm client products in 2019 on schedule is now a positive and would highlight that it still does nothing to help Intel navigate a 12-18 month gap in servers."
10/22/18
BFIN
10/22/18
NO CHANGE
BFIN
Intel has resolved 10nm process issues, says BlueFin
BlueFin's checks with suppliers indicates Intel has resolved their 10nm process issues.
10/25/18
MZHO
10/25/18
NO CHANGE
Target $33
MZHO
Buy
Mizuho a buyer of AMD on today's post-earnings selloff
Mizuho analyst Vijay Rakesh is a buyer of AMD (AMD) on the selloff today following last night's results. The chipmaker reported an in-line September quarter and guided its December quarter "modestly below consensus," Rakesh tells investors in a research note. While he sees GPU inventory declining, the analyst believes AMD's server market share trajectory should be a "key driver" into 2019 with 7nm EPYC already widely sampling 12 months ahead of Intel (INTC). Rakesh keeps a Buy rating on AMD and trimmed his price target to $33. The stock in premarket trading is down 18%, or $4.14, to $18.65.
GILD Gilead
$69.18

1.175 (1.73%)

09/25/18
JEFF
09/25/18
INITIATION
Target $75.5
JEFF
Buy
Cambrex initiated with a Buy at Jefferies
Jefferies analyst David Windley started Cambrex (CBM) with a Buy rating and $75.50 price target. The analyst sees the company, as a leading manufacturer of small molecule active pharmaceutical ingredients, benefiting from increased API outsourcing. He adds that his Gilead (GILD) analysis, Cambrex's top customer, is "differentiated and positive."
10/01/18
CANT
10/01/18
INITIATION
Target $87
CANT
Overweight
Gilead initiated with an Overweight at Cantor Fitzgerald
Cantor Fitzgerald analyst Alethia Young started Gilead Sciences with an Overweight rating and $87 price target.
10/02/18
JEFF
10/02/18
NO CHANGE
Target $135
JEFF
Buy
Jefferies sees Intercept moving higher after 'mixed' Gilead data
Jefferies analyst Michael Yee views Gilead Sciences' (GILD) new six-month nonalcoholic steatohepatitis data as "mixed and undifferentiated." As such, he thinks shares of Intercept Pharmaceuticals (ICPT) probably continue to move higher. The stock is likely to retrace back up into year-end and the first half of 2019 as Street realizes Intercept's Phase III will be positive and de-risked, Yee tells investors in a research note. He says the company has had various competitor Farnesoid X receptor data in Phase I/II read out over the past year or and that these have ended up not too differentiated. This has removed some of the competitive overhang on Intercept, the analyst contends. Yee keeps a Buy rating on the shares with a $135 price target.
10/05/18
SBSH
10/05/18
NO CHANGE
SBSH
Gilead may need Dicerna after Arrowhead, J&J deal, says Citi
Given the partnership announced yesterday between Arrowhead Pharmaceuticals (ARWR) and Johnson & Johnson (JNJ), Gilead Sciences' (GILD) hepatitis B virus portfolio may need another component and Dicerna Pharmaceuticals (DRNA) "could be one of them," Citi analyst Robyn Karnauskas tells investors in a research note. The analyst believes large pharma and Gilead are "still missing a key piece to bring a curative therapy to market that can rapidly and effectively lower HBsAg." The Arrowhead deal makes it apparent that HBV portfolios may need a multi-target approach and validates the RNAi platform to target HBV, the analyst contends.
SYK Stryker
$164.30

1.01 (0.62%)

10/16/18
10/16/18
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. Abbott (ABT), Boston Scientific (BSX), Stryker (SYK), and Medtronic (MDT) were initiated with an Overweight at Barclays, while Baxter (BAX), Edwards Lifesciences (EW), and Zimmer Biomet (ZBH) were initiated with an Underweight. 2. Expedia (EXPE) was initiated with an Outperform at Evercore ISI, while TripAdvisor (TRIP) was initiated with an In Line, and Booking Holdings (BKNG) was initiated with an In Line. 3. Facebook (FB) was initiated with a Buy at Loop Capital and Rosenblatt. 4. Snap (SNAP) initiated with a Hold at Loop Capital. 5. VF Corp. (VFC) 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.
10/16/18
PIPR
10/16/18
NO CHANGE
PIPR
Piper Jaffray discusses derivatives from J&J's Q3 results
Piper Jaffray analyst Matt O'Brien notes that Johnson & Johnson's (JNJ) global Medical Devices segment grew 1.7% organically in Q3, with sales of $6.6B falling $50M short of the consensus. The large joint segment continues to look relatively stable, with low-single-digit pricing pressures as expected, O'Brien tells investors in a research note. The analyst suspects Stryker (SYK) will continue to take share away from J&J and Zimmer Biomet (ZBH) in Q3. J&J's Spine segment was flat off of easy comps and after normalizing the Codman divestiture, the analyst adds. He continues to view J&J as a "share donor" to the pure-play spine names Globus Medical (GMED), NuVasive (NUVA) and SeaSpine (SPNE), with Globus' robot "continuing to provide share taking opportunities." Within Contact Lenses, J&J faced tough comps but reported a solid quarter in both the domestic and international markets, O'Brien says. He continues to see a "healthy" lens end market and one that is shifting to daily lenses from reusable, which he views as positive for Cooper Companies (COO). Further, the analyst notes that Diabetes continues to decelerate for J&J at a negative 20% clip given the Animas exit, which he thinks continues to be a positive for the pump names Insulet (PODD) and Tandem Diabetes (TNDM).
10/15/18
LEHM
10/15/18
INITIATION
LEHM
Overweight
Stryker initiated with an Overweight at Barclays
Barclays analyst Kristen Stewart initiated Stryker with an Overweight rating and $198 price target.
10/16/18
LEHM
10/16/18
INITIATION
LEHM
Barclays starts MedTech sector with Positive view
Barclays analyst Kristen Stewart last night initiated coverage of the MedTech sector with a Positive view. The analyst expects the MedTech market to grow 4%-5% "for the foreseeable future" and believes the recent increase in price-to-earnings multiples in the space is warranted given the improving fundamentals. Looking ahead, she thinks relative P/E multiples "should be at least maintained." Stewart initiated coverage on 12 stocks, with Overweight ratings on Abbott (ABT), Boston Scientific (BSX) Stryker (SYK) and Medtronic (MDT). The analyst put Underweight ratings on Baxter (BAX), Edwards Lifesciences (EW) and Zimmer Biomet (ZBH).
DFS Discover
$72.89

1 (1.39%)

10/16/18
WBLR
10/16/18
NO CHANGE
WBLR
Outperform
Discover undervalued on 'misplaced' credit concerns, says William Blair
The credit concerns that have been weighing on Discover Financial Services' valuation multiple are "misplaced" considering the company's return on equity outlook, "stabilizing" credit trends and "very low" unemployment claims, William Blair analyst Robert Napoli tells investors in a research note. The analyst believes credit has been well controlled and that Discover has significant long-term growth opportunities in its core card and student loan businesses. He finds the stock undervalued and current levels and keeps an Outperform rating on the name.
10/01/18
WELS
10/01/18
NO CHANGE
Target $82
WELS
Market Perform
Discover price target raised to $82 from $76 at Wells Fargo
Wells Fargo analyst Donald Fandetti raised his price target for Discover to $82 from $76 ahead of quarterly results, citing lower provision expense as he projects Q3 NCO to come in slightly better than his estimate as well as lower assumed operating expenses. The analyst reiterates a Market Perform rating on the shares.
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.
10/02/18
JPMS
10/02/18
UPGRADE
Target $89
JPMS
Overweight
Discover upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Richard Shane upgraded Discover Financial (DFS) to Overweight and raised his price target for the shares to $89 from $81. The company appears on track to execute a "soft landing" as loan growth stabilizes, Shane tells investors in a research note. The analyst says credit has outperformed expectations while multiples in the Credit Card space have compressed. This creates a more attractive opportunity for investment, according to Shane. He also raised his price target for Overweight-rated Capital One (COF) to $113 from $109 and for Neutral-rated American Express (AXP) to $115 from $105.
FTV Fortive
$75.87

1.83 (2.47%)

10/12/18
GDHS
10/12/18
INITIATION
Target $89
GDHS
Buy
Fortive initiated with a Buy at Gordon Haskett
Gordon Haskett analyst John Inch started Fortive with a Buy rating and $89 price target.
10/12/18
FBCO
10/12/18
INITIATION
FBCO
Outperform
EE, MI Sector initiated with Opportunistic View at Credit Suisse
Credit Suisse analyst John Walsh initiated the U.S. Electrical Equipment and Multi-Industry Sector with an Opportunistic View, telling investors in a research note that he believes at this point in the cycle stock appreciation will be driven by earnings growth and capital allocation. He is most positive on energy-related and non-residential end markets while cautious on Fossil Power markets. Specifically, Walsh initiated Allegion (ALLE), Eaton (ETN), Ingersoll-Rand (IR), Lennox (LII), 3M (MMM) and Xylem (XYL) with Outperform ratings, Acuity Brands (AYI), Emerson (EMR), Flowserve (FLS), Fortiv (FTV), GE (GE), Honeywell (HON) and Johnson Controls (JCI) with Neutral ratings and Rockwell Automation (ROK) with an Underperform rating.
10/12/18
FBCO
10/12/18
INITIATION
Target $89
FBCO
Neutral
Fortive initiated with a Neutral at Credit Suisse
Credit Suisse analyst John Walsh initiated Fortive with a Neutral rating and $89 price target.
10/02/18
MSCO
10/02/18
INITIATION
Target $90
MSCO
Equal Weight
Fortive resumed with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Sawyer Rice resumed coverage of Fortive with an Equal Weight rating and $90 price target following the closure of the A&S split-off transaction and the company's recent acquisitions of Gordian and Accruent. Expectations "are not low for Fortive" and the stock's current valuation is already baking in strong performance and capital allocation, Rice tells investors.
CERN Cerner
$62.42

0.59 (0.95%)

09/13/18
LEHM
09/13/18
INITIATION
Target $70
LEHM
Equal Weight
Cerner initiated with an Equal Weight at Barclays
Barclays analyst Steven Valiquette started Cerner with an Equal Weight rating and $70 price target.
09/13/18
LEHM
09/13/18
INITIATION
Target $370
LEHM
Overweight
Barclays sees favorable Medicare Advantage outlook, starts Humana at Overweight
Barclays analyst Steve Valiquette initiated coverage of Humana (HUM) with an Overweight rating and $370 price target. The fundamental Medicare Advantage outlook is the strongest it has been since pre-Affordable Care Act levels "thanks to a number of industry tailwinds brought about by the Republican administration," Valiquette tells investors in a research note. These include higher Medicare reimbursement, corporate tax reform, and 2019 health insurance fund suspension, the analyst says. He believes Humana will be able to deliver on its low-to-mid-teens annual adjusted earnings target through at least 2021. Valiquette this morning also initiated coverage of Cerner with an Equal Weight rating and $70 price target. The company's 7%-12% revenue growth outlook relies on the ramp-up of newer products, the analyst contends.
10/10/18
PIPR
10/10/18
NO CHANGE
Target $71
PIPR
Overweight
Cerner win at Northwell Health is significant, says Piper Jaffray
Piper Jaffray analyst Sean Wieland says he learned at Cerner's (CERN) user group conference that Northwell Health, the largest health system in New York, will launch the company's Soarian revenue cycle product across its 23 inpatient facilities, beginning with Huntington Hospital in May. This win is significant for Cerner and proves the staying power of Soarian, Wieland tells investors in a research note. Further, Northwell uses Allscripts (MDRX) for its inpatient electronic health records, and losing this opportunity to Cerner "goes against the grain of Allscripts's strategy to bring all of their customers into one unified Allscripts platform," Wieland adds. He believes integration with Salesforce (CRM) provides Cerner with a strong competitive advantage and reiterates an Overweight rating on the shares with a $71 price target.
08/16/18
CANT
08/16/18
NO CHANGE
CANT
Overweight
Cantor Fitzgerald backs 'positive' view of healthcare IT segment
Cantor Fitzgerald Steven Halper tells investors in a research note that he is maintaining a positive investment view of the healthcare IT segment, and believes demand for products and services in the sector will continue to drive long-term growth. Specifically, he continues to rate Cerner (CERN) and Evolent Health (EVH) Overweight, as both are "nicely" leveraged to population health, with Evolent mostly a pure play in the segment. Within managed care, Halper believes Overweight-rated UnitedHealth (UNH) remains well-positioned with its Optum segment.
EXPE Expedia
$118.42

4.22 (3.70%)

10/15/18
EVER
10/15/18
INITIATION
EVER
Outperform
Expedia initiated with an Outperform at Evercore ISI
Evercore ISI analyst Anthony DiClemente initiated coverage of the online travel sector with a mixed outlook, naming Expedia (EXPE) his top pick with an Outperform rating. He believes that Expedia's mix of aggressive property expansion, potentially superior profitability growth after its current investment cycle, its ownership of HomeAway, and relatively attractive valuation make it the most compelling investment in online travel, DiClemente tells investors.
10/24/18
FBCO
10/24/18
NO CHANGE
Target $150
FBCO
Outperform
Expedia price target lowered to $150 from $160 at Credit Suisse
Credit Suisse analyst Stephen Ju lowered his price target for Expedia to $150 from $160 ahead of quarterly results and decreased his expectations for trivago for 2019 as he elects to model in a conservative scenario for deteriorating spend from Booking. The analyst reiterates an Outperform rating on the shares given potential marketing leverage and ensuing operating margin improvement due to rising conversion on improved shopping experience, incremental gross booking and free cash flow dollars from HomeAway as Expedia continues to take down friction, and optionality for faster product innovation following full transition to cloud.
10/15/18
EVER
10/15/18
INITIATION
EVER
In Line
TripAdvisor initiated with an In Line at Evercore ISI
Evercore ISI analyst Anthony DiClemente initiated coverage of the online travel sector with a mixed outlook, starting TripAdvisor (TRIP) with an In Line rating. While the offline to online shift may have slowed, the travel market itself remains fragmented, leaving open the opportunity for share gains, said DiClemente, who calls Expedia (EXPE) his top pick in the space.
HIG Hartford Financial
$45.26

0.37 (0.82%)

09/24/18
RILY
09/24/18
UPGRADE
Target $60
RILY
Buy
Hartford Financial upgraded to Buy from Neutral at B. Riley FBR
B. Riley FBR analyst Randy Binnner upgraded Hartford Financial to Buy and raised his price target for the shares to $60 from $55. The analyst says the company's specialty insurance initiative is being underappreciated by investors.
09/27/18
09/27/18
DOWNGRADE
Target $70

Hold
Navigators downgraded to Hold at Sandler ONeill after 'go-shop' period ends
As previously reported, Sandler ONeill analyst Paul Newsome downgraded Navigators (NAVG) to Hold from Buy after the company announced the expiration of the 30-day "go-shop" period provided for by its merger agreement to be acquired by Hartford Financial (HIG). He also raised his price target on Navigators to $70 from $68 to reflect the announced acquisition price.
10/09/18
BOFA
10/09/18
UPGRADE
BOFA
Buy
Hartford Financial upgraded to Buy from Neutral at BofA/Merrill
10/09/18
10/09/18
UPGRADE
Target $4.8

Buy
Hartford Financial upgraded to Buy on valuation at BofA/Merrill
As previously reported, BofA/Merrill upgraded Hartford Financial to Buy from Neutral and trimmed its price target to 4.80 from $4.90. Analyst Jay Cohen said shares have pulled back 17% off their high this year and says shares are trading at a discount to peers.
WDC Western Digital
$54.25

1.96 (3.75%)

10/25/18
STFL
10/25/18
NO CHANGE
STFL
Hynix outlook should ease fears of extended memory downturn, says Stifel
SK Hynix in last night's Q3 earnings report saw a sequential increase in gross margin with slightly higher DRAM average selling prices quarter-over-quarter while NAND Flash selling prices s declined at roughly the same rate as in Q2, Stifel analyst Kevin Cassidy tells investors in a research note. Importantly, Hynix expects the current pricing pressure to have a short duration with customers decreasing NAND flash inventories by the end of 2018 and data center DRAM demand re-accelerating in mid-2019, says Cassidy. He believes the company's outlook and the "rational response" to the pricing environment should alleviate some market concerns about an extended downturn in the memory cycle. This benefits suppliers such as Micron Technology (MU), Smart Global Holdings (SGH) and Western Digital (WDC), Cassidy tells investors. Shares of Micron in early trading are up 49c to $35.92.
10/01/18
RBCM
10/01/18
NO CHANGE
Target $68
RBCM
Western Digital price target lowered to $68 from $70 at RBC Capital
RBC Capital analyst Amit Daryanani lowered his price target on Western Digital (WDC) to $68 and kept his Sector Perform rating. The analyst contends that the ongoing CPU shortages at Intel (INTC) that were on display "minimally" last quarter will get even more magnified in the December quarter. Daryanani adds that while Intel's intentions to invest $1B to resolve capacity issues will address the issue by the first half of 2019, the company is also exposed to the risk of hyperscale customers adjusting their inventory and reducing purchases. The analyst lowers his FY18 EPS view on Western Digital to $9.88 from $9.99 and FY19 revenue view to $19.5B from $19.7B. Daryanani also lowers his price target on Seagate (STX) to $60 from $62 with a maintained Sector Perform rating, citing the same rationale.
10/01/18
MZHO
10/01/18
DOWNGRADE
Target $65
MZHO
Neutral
Western Digital downgraded to Neutral from Buy at Mizuho
Mizuho analyst Vijay Rakesh downgraded Western Digital (WDC) to Neutral and lowered his price target for the shares to $65 from $100. After a trip to Asia, the analyst believes NAND average selling prices will continue to decline at a low-double digit rate through Q1 of 2019 and at a high-single digit rate through 2019. The current consensus estimate for flat gross margins "could see significant downside," Rakesh tells investors in a research note. The analyst this morning also downgraded Lam Research (LRCX) to Neutral and lowered his price target for Micron Technology (MU) to $60. However, he remains positive on Micron shares citing the company's "more DRAM discipline," faster stabilization and its $10B share buyback.
09/21/18
BNCH
09/21/18
NO CHANGE
Target $110
BNCH
Buy
Benchmark says NAND pricing expected to stabilize, keeps Western Digital at Buy
Benchmark analyst Mark Miller believes Western Digital shares have been pressured by NAND pricing declines, but he thinks NAND chip pricing is likely to stabilize. He also expects continued double digit growth in storage demand, leading him to maintain a Buy rating on the shares. However, Miller lowered his price target on Western Digital to $110 from $120.
PFG Principal Financial
$49.38

0.45 (0.92%)

10/16/18
DBAB
10/16/18
INITIATION
DBAB
Hold
Principal Financial initiated with a Hold at Deutsche Bank
10/16/18
DBAB
10/16/18
INITIATION
Target $61
DBAB
Hold
Principal Financial initiated with a Hold at Deutsche Bank
Deutsche Bank analyst Joshua Shanker started Principal Financial Group with a Hold rating and $61 price target. The analyst sees limited upside potential from current valuation levels.
08/10/18
LEHM
08/10/18
DOWNGRADE
Target $42
LEHM
Underweight
Barclays double downgrades Brighthouse to Underweight on lack of catalysts
Barclays analyst Jay Gelb double downgraded Brighthouse Financial (BHF) to Underweight from Overweight and lowered his price target for the shares to $42 from $60. The analyst expects a "persistent low" return on equity profile for Brighthouse. Further, he sees a lack of potential catalysts now that the company has announced a share repurchase authorization faster than anticipated. Brighthouse's valuation is low, but other names in the space offer greater upside potential, Gelb tells investors in a research note. His Overweight-rated Life Insurance stocks include Prudential (PRU), Unum Group (UNM) and Principal Financial (PFG).
10/17/18
10/17/18
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. Ulta Beauty (ULTA) initiated with a Buy at Argus. 2. Principal Financial (PFG) initiated with a Hold at Deutsche Bank. 3. MongoDB (MDB) initiated with an Outperform at Oppenheimer. 4. Simply Good Foods (SMPl) initiated with a Buy at Buckingham. 5. AzurRx BioPharma (AZRX) initiated with an Outperform at Oppenheimer. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
CMG Chipotle
$421.12

7.51 (1.82%)

10/24/18
LOOP
10/24/18
INITIATION
LOOP
Buy
Chipotle initiated with a Buy at Loop Capital
Loop Capital analyst Lynne Collier initiated Chipotle with a Buy rating and $500 price target. The analyst sees "multiple paths to accelerating same-store sales and margin expansion over the next 12-24 months" under new CEO Brian Niccol, and believes this is the "early innings" of a multi-year turnaround.
10/23/18
10/23/18
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. Viacom (VIA, VIAB) upgraded to In-Line from Underperform at Imperial Capital with analyst David Miller saying there is a "palpable rotation at work in the financial markets away from growth and into value within the Media sector." 2. Synopsys (SNPS) and Cadence Design (CDNS) were upgraded to Neutral from Underweight at JPMorgan. 3. Polaris Industries (PII) upgraded to Buy from Neutral at B. Riley FBR with analyst Eric Wold saying he views yesterday's Q3 results as "solid" and believes the recent stock pullback discounts the risk of tariffs. 4. AMD (AMD) upgraded to Equal Weight from Underweight at Barclays while NXP Semiconductors (NXPI) was upgraded to Overweight from Equal Weight. 5. Chipotle (CMG) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying the company is in an "enviable position" given its nearly all-U.S. exposure and lack of interest rate risk. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/23/18
MAXM
10/23/18
UPGRADE
Target $510
MAXM
Buy
Chipotle upgraded to Buy at Maxim on impact of initiatives
As reported earlier, Maxim analyst Stephen Anderson upgraded Chipotle to Buy from Hold and raised his price target to $510 from $500 ahead of its Q3 results on Thursday. The analyst says the company is in an "enviable position" given its nearly all-U.S. exposure and lack of interest rate risk. Anderson raises his Q3 EPS view by 2c to $2.35 to reflect the easy comps expected in the quarter and also raises his FY18 EPS view by 3c to $13.55 based on his expected impact from "top-line initiatives, efficiency gains, and benign food costs contributing to strong earnings upside".
10/23/18
MAXM
10/23/18
UPGRADE
MAXM
Buy
Chipotle upgraded to Buy from Hold at Maxim
SNAP Snap
$6.93

0.34 (5.16%)

10/23/18
RHCO
10/23/18
NO CHANGE
Target $8
RHCO
Hold
Snap price target lowered to $8 from $13 at SunTrust
SunTrust analyst Youssef Squali lowered his price target on Snap to $8 and kept his Hold rating ahead of its Q3 results which he expects to be mixed. The analyst cites the "lack of material momentum with advertisers and a user base, whose growth remains challenged". He adds that the anticipated ramp in Snap's monetization may also take longer as its Daily Active User rate of growth is seen remaining "muted". Squali further believes that the company's valuation at 5.4-times enterprise value to expected FY19 revenues is "full" as he also contends that CEO Spiegel's view of profitability in FY19 is too "optimistic".
10/23/18
OTRG
10/23/18
UPGRADE
OTRG
Positive
Snap upgraded to Positive from Mixed at OTR Global
OTR Global upgraded Snap to Positive following checks that indicate modest Q3 gains in social media budget share driven by improved engagement and access to robust creative inventory.
10/24/18
STFL
10/24/18
NO CHANGE
Target $9
STFL
Hold
Snap price target lowered to $9 from $15 at Stifel
Stifel analyst John Egbert tempered his near-term revenue expectations for Snap, citing his belief that many advertisers need to grow more comfortable with the platform. He lowered his 2019 revenue forecasts by 4% and his 2020 view by 3% to account for softer expected DAU growth and gradual advertiser adoption of its ad tools, which he views as "steadily improving." Ahead of the company's Q3 earnings report on Thursday, Egbert lowered his price target on Snap to $9 from $15 and keeps a Hold rating on the shares.
10/23/18
COWN
10/23/18
NO CHANGE
Target $6
COWN
Underperform
Snap price target lowered to $6 from $8 at Cowen
Cowen analyst John Blackledge lowered his price target on Snap to $6 from $8 ahead of Q3 results. The analyst expects continued softness due to user declines and continued pricing pressure from the switch to the programmatic auction. The analyst cut his long-term forecast and thus his price target. Blackledge maintains his Underperform rating on Snap shares.
PFPT Proofpoint
$99.17

1.6 (1.64%)

10/01/18
DBAB
10/01/18
NO CHANGE
Target $125
DBAB
Buy
Proofpoint price target lowered to $125 from $140 at Deutsche Bank
Deutsche Bank analyst Gray Powell lowered his price target for Proofpoint to $125 saying channel checks left him "slightly more cautious" on the company and the email security space. On the positive side, contacts generally indicated that demand was at or above expectations, Powell tells investors in a research note. However, the analyst also picked up data points suggesting an uptick in competition, a slightly higher pace of discounting, and expectations for a moderation in growth in 2019. He sees some "yellow" flags following the checks but keeps a Buy rating on Proofpoint.
10/12/18
EVER
10/12/18
NO CHANGE
Target $135
EVER
Outperform
Evercore adds Proofpoint to Core Ideas List after 'overdone' selloff
Evercore ISI analyst Ken Talanian views the recent pullback in shares of Proofpoint as overdone and added the stock to his firm's SMID Core Ideas List. Proofpoint offers investors a "unique opportunity to participate in a high-quality subscription growth story that benefits from the broader move to the cloud," Talanian tells investors in a research note. He sees an attractive entry point after the 25% selloff from the July highs and keeps an Outperform rating on the name with a $135 price target.
10/17/18
BARD
10/17/18
INITIATION
BARD
Outperform
Proofpoint assumed with an Outperform at Baird
Baird analyst Jonathan Ruykhaver assumed coverage on Proofpoint (PFPT) with an Outperform rating and $130 price target. The analyst calls the stock's valuation "compelling," noting that Proofpoint's email security solution is among the best-rated technologies from industry experts, and saying he has a very high regard for the executive team. Additionally, Ruykhaver views the threat of increased competition from established providers like Cisco (CSCO) and Symantec (SYMC) to be "muted."
10/19/18
PIPR
10/19/18
NO CHANGE
PIPR
Piper Jaffray lists 'stocks to own' following tech sector sell-off
Piper Jaffray's tech analysts highlighted their "stocks to own" following the recent sell-off in the technology sector. The firm's top picks across each coverage universe include Amazon.com (AMZN), Broadcom (AVGO), Salesforce (CRM), Finisar (FNSR), Microchip (MCHP), Mellanox (MLNX), ServiceNow (NOW), Nutanix (NTNX), Proofpoint (PFPT), Impinj (PI), Take-Two (TTWO) and Twilio (TWLO).
MAT Mattel
$13.76

0.32 (2.38%)

07/27/18
07/27/18
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. Chesapeake (CHK) upgraded to Neutral from Underperform at BofA/Merrill with analyst Doug Leggate saying the $2B Utica asset sale and positive Powder River update closes out his negative view. 2. Mattel (MAT) upgraded to Neutral from Underperform at DA Davidson with analyst Linda Bolton Weiser saying while the company underperformed in Q2 as she expected due to the hard 2017 comparisons driven by last year's Cars 3 release and the impact from Toys R Us liquidation, investor belief that the company could be sold is supporting the stock. 3. Patterson-UTI (PTEN) upgraded to Outperform from Neutral at Credit Suisse and to Buy from Neutral at Seaport Global. 4. NXP Semiconductors (NXPI) upgraded to Buy from Hold at SunTrust, Deutsche Bank, and Jefferies, to Buy from Neutral at Mizuho, and to Outperform from Market Perform at Bernstein. 5. Mondelez (MDLZ) upgraded to Buy from Hold at DZ Bank. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage,
07/27/18
07/27/18
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. MATTEL UPGRADED ON TAKEOVER POSSIBILITY: DA Davidson analyst Linda Bolton Weiser upgraded Mattel (MAT) to Neutral from Underperform and raised her price target to $14 from $12. The analyst noted that while the company underperformed in Q2 as she expected, due to the hard 2017 comparisons driven by last year's Cars 3 release and the impact from the Toys R Us liquidation, investor belief that the company could be sold is supporting the stock. Weiser adds that as long as Ynon Kreiz is at the helm, Mattel's elevated valuation could persist. INTEL GETS MULTIPLE DOWNGRADES AFTER EARNINGS: Citi analyst Christopher Danely downgraded Intel (INTC) to Neutral from Buy and lowered his price target for the shares to $50 from $64. The analyst said he sees a "host of margin headwinds coming" and calls the company's rollout of 10 nanometer a "debacle." He believes Intel's valuation multiple will remain under pressure. BofA Merrill Lynch downgraded Intel to Neutral from Buy and lowered its price target to $56 from $62 following the Q2 report. Analyst Vivek Arya said shares will remain range bound given a deceleration in FY19 earnings growth, a competitive position that is becoming tougher with next-gen 10mn product delays, higher capex from insourcing memory, and potential gross margin declines. Intel is down 8.4% in late morning trading. JPMORGAN DEFENDS SYNCHRONY: JPMorgan analyst Richard Shane believes Synchrony Financial (SYF) shares have been "substantially oversold" relative to the fundamental impact to the business from Walmart's (WMT) decision to go with Capital One (COF). The analyst reiterated an Overweight rating on Synchrony and recommended buying the stock at current levels. He estimated a $625M reduction of 2020 net income to common shareholders, or 17c per share in earnings. Shane lowered his price target for Synchrony to $39 from $41 as a result. He believes, however, that the stock will continue to trade at a discount to these levels until there is more clarity about a strategic outcome. AMAZON PRICE TARGET RAISED AT MULTIPLE FIRMS: After reporting its Q2 results, Amazon (AMZN) saw its price target raised by multiple analysts, including by Deutsche Bank analyst Lloyd Walmsley, who raised his price target for Amazon.com to $2,300. He said last night's Q2 results beat his expectations "almost across the board," and added that Amazon remains his top pick among the large cap Internet names. The analyst kept a Buy rating on the shares. Amazon shares are 1.4% higher to about $1,834 in late morning trading.
08/13/18
CEDG
08/13/18
INITIATION
CEDG
Equal Weight
Mattel initiated with an Equal Weight at Consumer Edge
08/13/18
08/13/18
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. Crinetics (CRNX) was initiated with an Outperform at Leerink, an Overweight at Piper Jaffray, and a Neutral at JPMorgan. 2. Hasbro (HAS) was initiated with an Overweight at Consumer Edge while Mattel (MAT) initiated with an Equal Weight. 3. Allakos (ALLK) initiated with an Outperform at William Blair, a Buy at Jefferies, and a Neutral at Goldman Sachs. 4. Constellation Pharmaceuticals (CNST) was initiated with an Overweight at JPMorgan as well as an Outperform at BMO Capital and Oppenheimer. 5. Rubius Therapeutics (RUBY) initiated with an Outperform at Leerink, an Overweight at JPMorgan and Morgan Stanley, as well as a Buy at Jefferies. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
MPWR Monolithic Power
$106.97

2.86 (2.75%)

09/13/18
OPCO
09/13/18
NO CHANGE
Target $150
OPCO
Outperform
Monolithic Power selloff due to 'misinterpreted commentary', says Oppenheimer
Oppenheimer analyst Rick Schafer kept his Outperform rating and $150 price target on Monolithic Power, saying the stock price of as much as 8% earlier today was the result of "misinterpreted" management commentary that was magnified by the macro fears on the semiconductor group. The analyst states that the discussions of "double ordering" is positive for the company, adding that Q3 and Q4 outlook are "on track for upside". Schafer also contends that today's selloff is a "buying opportunity" for investors.
09/13/18
NEED
09/13/18
NO CHANGE
Target $155
NEED
Buy
Monolithic Power should be bought on weakness, says Needham
After speaking with Monolithic Power's management regarding the selloff in the shares following a company's presentation at a conference, Needham analyst N. Quinn Bolton believes comments related to a change in its customer's ordering patterns to more normal levels may have been misconstrued. The company has been experiencing order patterns above historical levels, he notes, but Monolithic Power has been tracking and taking measures to prevent channel build up with OEMs and distributors during this time. Given the company's efforts to prevent increases in channel inventory, Bolton believes the impact will be minimal as orders normalize. He reiterates a Buy rating and $155 price target on the shares.
09/25/18
RAJA
09/25/18
DOWNGRADE
RAJA
Outperform
Monolithic Power downgraded to Outperform from Strong Buy at Raymond James
Raymond James analyst Chris Caso downgraded Monolithic Power to Outperform from Strong Buy and maintained a $160 price target based on sector cyclical concerns following checks in Asia. Caso's checks indicate there has been a negative sentiment shift during the month of September among suppliers, with several trends clearly worsening. The analyst has concluded that the the semiconductor sector has entered a cyclical downturn and has made a broad call to downgrade nearly all of his stocks under coverage. Caso said Monolithic Power is not immune to cycles, but thinks its design success will allow it to continue to grow and views a 20% long-term growth rate as reasonable.
10/18/18
STFL
10/18/18
NO CHANGE
STFL
Stifel lowers analog and IoT semiconductor estimates on broad-based slowdown
Stifel analyst Tore Svanberg said he expects Q3 to come in essentially in line with expectations for analog and IoT semiconductor companies, but sees their Q4 outlooks being impacted by a potential supply-chain correction or slower end-market growth. He now believes 2019 will now be a down year, projecting a 2%-4% contraction, and sees companies aligned with strong secular growth stories as poised to outperform their peers. Svanberg identifies Monolithic Power (MPWR), Silicon Labs (SLAB), Semtech (SMTC) and Quantenna (QTNA) as among the companies he sees being aligned with strong secular growth stories. In conjunction with the sector preview, Svanberg lowered his price targets on Monolithic Power, Silicon Labs, Alpha & Omega (AOSL), Macom (MTSI), Maxim Integrated (MXIM), MaxLinear (MXL), NXP Semiconductors (NXPI), O2Micro (OIIM), Power Integrations (POWI) and Texas Instruments (TXN).
FSLR First Solar
$42.64

0.2 (0.47%)

10/25/18
VERF
10/25/18
UPGRADE
VERF
Hold
First Solar upgraded to Hold from Sell at Vertical Group
10/25/18
10/25/18
UPGRADE

Hold
Vertical Group upgrades First Solar to Hold after pullback, ahead of results
As previously reported, Vertical Group analyst Gordon Johnson upgraded First Solar to Hold from Sell as he now believes the downside case seems fairly reflected following the stock's pullback since June. He also sees potential near-term upside catalysts that include a potential "blue wave" in the mid-term elections, Series 6 execution, and the possible sale of its Ishikawa project in Japan. Johnson recommends moving to the sideline ahead of today's after-market results, he concluded.
10/17/18
JPMS
10/17/18
NO CHANGE
JPMS
JPMorgan constructive on some Alternative Energy names into Q3 results
JPMorgan analyst Paul Coster says he's constructive regarding a handful of Alternative Energy stocks heading into the Q3 earnings season. The analyst sees more attractive valuations after the recent selloff and names his top picks as First Solar (FSLR), TPI Composites (TPIC), Hannon Armstrong (HASI) and Bloom Energy (BE). First Solar remains "best-in-class" in the solar space, has good revenue and earnings visibility, and seems best-positioned to ride out the second half of 2018 panel downturn, Coster tells investors in a research note.
09/19/18
ROTH
09/19/18
NO CHANGE
ROTH
Buy
Tariff exemption a 'meaningful positive' for SunPower, Enphase, says Roth
Roth Capital analyst Philip Shen tells investors in a research note that SunPower's (SPWR) exclusion from the 30% Section 201 import tariffs for its IBC cells and modules is a "meaningful positive" for the company, as with the exclusion, SunPower appears to be the only company to serve the U.S. resi market with tariff-free modules imported from outside the U.S., except for First Solar (FSLR), which does not serve the resi market. In addition, Shen views the news as a meaningful positive for Enphase (ENPH) given its exclusive relationship with SunPower, and says Enphase could benefit from increased volumes ahead.
CY Cypress Semiconductor
$12.21

0.45 (3.83%)

10/16/18
MSCO
10/16/18
NO CHANGE
MSCO
Semi fundamentals look worse today than in 2015 down cycle, says Morgan Stanley
Morgan Stanley analyst Craig Hettenbach noted that the selloff in semiconductor stocks has been "swift and painful" and could be getting overdone near-term, though he worries the group is "by no means out of the woods" given his view that semi fundamentals today are worse than they were in the 2015 down cycle. Specifically, Hettenbach points to the degree of excess that built up in the supply chain this time, stating that the increase in lead times, double ordering, and inventory accumulation is markedly different to the period that preceded the last time there were broad-based semi estimate cuts in the second half of 2015. Semi sector estimates have only just recently started to come down and there are growing investor expectations that companies will guide Q4 revenue at least a few percent below the Street, added Hettenbach, who said the "upcoming earnings season will be the big test."
10/04/18
MKMP
10/04/18
INITIATION
Target $20
MKMP
Buy
Cypress Semiconductor initiated with a Buy at MKM Partners
As reported earlier, MKM Partners analyst Ruben Roy initiated Cypress Semi with a Buy rating and and a price target of $20. The analyst says that the company has recently "redefined itself" with a sharper focus on strategic growth, as the management looks to leverage its intellectual property with new high-growth potential investments. Roy also notes that the recent weakness in the stock reflecting lower expectations for Cypress Semi's NOR flash business is unfounded, as the NOR business will likely be protected from the average selling price swings in 2019 given its higher exposure to high-value auto and industrial end market industries. The analyst further states that the company's focus on higher value end markets can boost its gross margins above 50% from 46.3% reported in Q2, adding that the risk-reward on Cypress Semi is favorable at 9.8-times expected forward earnings multiple vs. 17.0-times for the broader semiconductor peer group average multiple.
10/04/18
10/04/18
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. Cypress Semiconductor (CY) initiated with a Buy at MKM Partners. 2. Orion Engineered (OEC) initiated with a Buy at Loop Capital. 3. PGT Innovations (PGTI) initiated with a Buy at Jefferies and an Outperform at Wells Fargo. 4. Mercury Systems (MRCY) initiated with a Buy at Canaccord. 5. HubSpot (HUBS) initiated with a Buy at Rosenblatt. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/22/18
ROTH
10/22/18
NO CHANGE
Target $18
ROTH
Buy
Cypress Semiconductor price target lowered to $18 from $22 at Roth Capital
Roth Capital analyst Suji Desilva believes Cypress Semiconductor is on track for better than seasonal Q3 revenue growth and thinks its margin recovery progress remains intact. However, Desilva lowered his price target on Cypress to $18 from $22 to reflect broader semiconductor stock weakness. The analyst keeps a Buy rating on Cypress shares, stating that the recent pullback presents an attractive entry point.
LOGM LogMeln
$76.24

-0.15 (-0.20%)

10/15/18
PIPR
10/15/18
NO CHANGE
Target $90
PIPR
Overweight
LogMeln price target lowered to $90 from $95 at Piper Jaffray
Piper Jaffray analyst Alex Zukin lowered his price target for LogMeln to $90 ahead of the company's Q3 results on October 25 and keeps a Neutral rating on the shares. Field work suggests "continued volatility" on fundamentals with pricing/packaging changes, sales turnover and early renewal activity, Zukin tells investors in a research note. The analyst prefers to wait on the sidelines with respect to the shares pending "clear evidence of improving fundamentals."
10/01/18
10/01/18
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. UPS (UPS) upgraded to Outperform from Market Perform at BMO Capital with analyst Fadi Chamoun saying his meetings with institutional investors give him a more constructive outlook as the company proceeds with efforts to "add capacity across its network, implement automation," and (perform) other cost efficiency initiatives with medium-term benefits. 2. LogMeln (LOGM) upgraded to Outperform from Perform at Oppenheimer analyst Shaul Eyal saying in light of a soft 1H18 performance, the analyst views the company's recent retention concerns as gradually stabilizing per his industry checks. 3. Noble Corp. (NE) upgraded to Neutral from Underweight at Piper Jaffray with analyst Ian Macpherson saying he views the stock's risk/reward as balanced at current share levels. 4. Biogen (BIIB) assumed with an Overweight from Neutral at Cantor Fitzgerald. 5. Teva (TEVA) upgraded to Conviction Buy from Buy at Goldman Sachs and to Market Perform from Underperform at Leerink. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/01/18
10/01/18
UPGRADE
Target $105

Outperform
LogMeln upgraded to Outperform on stabilizing concerns at Oppenheimer
As previously reported, Oppenheimer analyst Shaul Eyal upgraded LogMeIn to Outperform from Perform, with a $105 price target. In light of a soft 1H18 performance, the analyst views the company's recent retention concerns as gradually stabilizing per his industry checks. Further, he believes LogMeIn's position in the highly competitive UCaas and Enterprise Collaboration arenas is largely intact despite the recent emergence of newcomers.
10/01/18
OPCO
10/01/18
UPGRADE
OPCO
Outperform
LogMeln upgraded to Outperform from Perform at Oppenheimer
DECK Deckers Brands
$108.52

1.99 (1.87%)

08/23/18
SUSQ
08/23/18
UPGRADE
Target $104
SUSQ
Neutral
Deckers Brands upgraded to Neutral at Susquehanna
As reported previously, Susquehanna analyst Sam Poser upgraded Decker's Brands to Neutral from Positive. The analyst said wholesale accounts are more positive than just a few months ago following checks with both large and small retailers. Poser said indications suggest UGG brand product segmentation and UGG brand management have improved. Poser raised his price target to $104 from $89 on Decker's Brands shares.
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
SUSQ
08/23/18
UPGRADE
SUSQ
Neutral
Deckers Brands upgraded to Neutral from Negative at Susquehanna
10/23/18
ADAM
10/23/18
NO CHANGE
Target $137
ADAM
Buy
Deckers Brands poised to exceed 2020 financial targets, says Canaccord
Canaccord analyst Camilo Lyon reiterated his Buy rating on Deckers Brands ahead of its Q2 results. The analyst believes sales growth will be in line with estimates while gross margins should beat the Street. He sees the company expanding its brand leadership position and broad-based appeal. The company's initiatives are transforming it into a diversified brand portfolio company that is poised to exceed its 2020 financial target on revenue and EBITDA growth, said Lyon, who has a $137 price target on Deckers shares.
AKS AK Steel
$4.27

0.13 (3.14%)

10/15/18
FBCO
10/15/18
NO CHANGE
FBCO
Neutral
Credit Suisse downgrades U.S. Steel sector along with three stocks
Credit Suisse analyst Curt Woodworth downgraded his view on the U.S. Steel sector to Market Weight from Overweight due to concerns with new supply entering the sheet market as well as with U.S demand as interest rates rise. The analyst sees "limited potential for multiple expansion given late cycle fears." Further, in addition to cycle concerns and new supply risk, capital allocation by companies has disappointed relative to investors "wish lists," Woodworth tells investors in a research note. Along with the sector, the analyst downgraded Nucor (NUE), Steel Dynamics (STLD), and Cleveland-Cliffs (CLF) to Neutral from Outperform. Woodworth keeps Outperform ratings on US Steel (X) and AK Steel (AKS) as he sees upside to Street estimates on better 2019 contract pricing as well as more attractive valuations relative to historical forward multiples.
10/11/18
GHSC
10/11/18
INITIATION
Target $5
GHSC
Neutral
AK Steel initiated with a Neutral at Seaport Global
Seaport Global analyst Derek Hernandez initiated AK Steel with a Neutral and $5 price target. Hernandez is cautious on 2019 contracts surprising to the upside due to high backwardation in the forward price curve, which will limit upside.
10/05/18
LBOW
10/05/18
NO CHANGE
Target $6
LBOW
Buy
AK Steel could trade 'solidly above $5,' says Longbow
Longbow analyst Chris Olin believes that AK Steel "could trade solidly above $5" per share as attention shifts toward a higher than expected floor for HRC spot market prices, commentary around 2019 steel contract values, stabilized or improved U.S. automotive production levels and Q4 EBITDA margin guidance. The analyst, who sees the most upside in AK Steel heading into the late-October reports compared to the other steel names he covers, keeps a Buy rating and $6 price target on the stock.
09/11/18
CLKS
09/11/18
UPGRADE
Target $6
CLKS
Buy
AK Steel upgraded to Buy on higher contract pricing at Clarksons Platou
As previously reported, Clarksons Platou upgraded AK Steel to Buy from Neutral and raised its price target to $6 from $5.50. Analyst Jeremy Sussman expects AK to disproportionally benefit versus peers when it comes to the signing of the upcoming 2019 annual auto contracts, given 2018 annual contracts are well below market.

TODAY'S FREE FLY STORIES

02:10
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General news
Asian Market Wrap: »

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OXY

Occidental Petroleum

$53.49

0.74 (1.40%)

21:25
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21:25
Downgrade
Occidental Petroleum rating change at Wells Fargo »

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TIGR

UP Fintech

$5.63

-0.14 (-2.43%)

20:41
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Hot Stocks
Interactive Brokers Group discloses 7.6% stake in UP Fintech »

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TJX

TJX

$52.95

-0.08 (-0.15%)

, HD

Home Depot

$190.87

-1.66 (-0.86%)

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Earnings
Notable companies reporting before tomorrow's open »

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TJX

TJX

$52.95

-0.08 (-0.15%)

HD

Home Depot

$190.87

-1.66 (-0.86%)

AZO

AutoZone

$978.78

-5.21 (-0.53%)

KSS

Kohl's

$62.95

-0.68 (-1.07%)

EV

Eaton Vance

$37.27

-0.535 (-1.42%)

JCP

J.C. Penney

$1.15

0.01 (0.88%)

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JCOM

j2 Global

$86.48

-0.23 (-0.27%)

20:22
05/20/19
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20:22
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j2 Global CFO sells 10K shares of common stock »

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ATTO

Atento

$3.24

-0.14 (-4.14%)

19:58
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19:58
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19:58
Earnings
Atento sees FY19 revenue flat to up single digits »

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ATTO

Atento

$3.24

-0.14 (-4.14%)

19:57
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19:57
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19:57
Earnings
Atento reports Q1 recurring EPS (6c), consensus 10c »

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ITCB

Itau Corpbanca

$12.95

(0.00%)

19:38
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19:38
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Itau Corpbanca dissolves subsidiary Corplegal »

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OCUL

Ocular Therapeutix

$3.36

-0.1 (-2.89%)

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

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YGYI

Youngevity

$6.57

0.13 (2.02%)

, QFIN

360 Finance

$16.46

0.71 (4.51%)

18:55
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18:55
Hot Stocks
Fly Intel: After Hours Movers »

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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
05/20/19
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18:47
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18:47
Hot Stocks
Toll Brothers acquires Sharp Residential, terms not disclosed »

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18:45
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General news
Breaking General news story  »

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TTWO

Take-Two

$102.94

-3.82 (-3.58%)

18:44
05/20/19
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18:44
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18:44
Hot Stocks
Take-Two CEO: Our job is to excite customers »

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AAL

American Airlines

$30.96

-0.8 (-2.52%)

18:40
05/20/19
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18:40
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18:40
Periodicals
American Air asks court to halt alleged mechanics unions' slowdown, Reuters says »

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LWAY

Lifeway Foods

$2.75

0.05 (1.85%)

18:38
05/20/19
05/20
18:38
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18:38
Earnings
Lifeway Foods reports Q1 EPS (2c) vs. 0c last year »

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WHLR

Wheeler REIT

$2.25

0.025 (1.13%)

18:31
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18:31
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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05/20
18:03
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18:03
Periodicals
Judge says Walmart, Target, Bed Bath must face suits over cotton, Reuters says »

U.S. District Judge…

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
05/20/19
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18:02
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Earnings
360 Finance reports Q1 net income $117.5M, up 382% from last year »

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MRK

Merck

$78.86

0.15 (0.19%)

18:02
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Hot Stocks
Merck falls after Keytruda trial does not meet OS primary endpoint »

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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%)

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DHR

Danaher

$130.33

-0.81 (-0.62%)

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

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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%)

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LM

Legg Mason

$35.68

0.295 (0.83%)

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

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XYF

X Financial

$5.42

0.1 (1.88%)

17:34
05/20/19
05/20
17:34
05/20/19
17:34
Earnings
X Financial reports Q1 EPS 24c, consensus 24c »

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