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IBM

IBM

$124.77

-1.67 (-1.32%)

, RHT

Red Hat

$116.66

-3.85 (-3.19%)

19:26
10/28/18
10/28
19:26
10/28/18
19:26

Fly Intel: Top five weekend stock stories

Catch up on the weekend's top five stories with this list compiled by The Fly: 1. IBM (IBM) and Red Hat (RHT) announced that the companies have reached a definitive agreement under which IBM will acquire all of the issued and outstanding common shares of Red Hat for $190 per share in cash, representing a total enterprise value of approximately $34B. IBM and Red Hat will continue to build and enhance Red Hat partnerships, including those with major cloud providers, such as Amazon Web Services (AMZN), Microsoft (MSFT) Azure, Google (GOOG; GOOGL) Cloud, Alibaba (BABA) and more, in addition to the IBM Cloud. Red Hat will continue to be led by Jim Whitehurst and Red Hat's current management team. Jim Whitehurst also will join IBM's senior management team and report to Ginni Rometty. IBM intends to maintain Red Hat's headquarters, facilities, brands and practices, and intends to suspend its share repurchase program in 2020 and 2021. The acquisition has been approved by the boards of directors of both IBM and Red Hat and is expected to close in the latter half of 2019. 2. The U.S. House of Representatives' leading lawmaker on taxes suggested that a new tax cut plan touted by President Trump was unlikely to see action in Congress before 2019, and then only if Republicans keep their majority in November 6 elections, according to Reuters. "Really common sense tells you that [Trump's new tax cut plan] is something, that as the Republicans retain the House and the Senate, that will advance in the new Congress," Representative Kevin Brady said on Fox News. 3. Bank of America (BAC) and other bank giants have been clobbered lately in the market as investors worry that the current economic expansion will not last for long, but it looks like an "overreaction," Andrew Bary wrote in this week's edition of Barron's. While it is understandable that investors are wary of banks, given their searing experience with them during the financial crisis, Bank of America has some "very good businesses valued cheaply" and can "almost bank on a comeback" for its stock, the report added. 4. Comcast (CMCSA) subsidiary Universal's "Halloween" grossed $32M from 3,990 theaters in its second outing, where it stayed atop the chart to finish the weekend with a domestic tally of $126.7M. Overseas, the direct sequel to the 1978 classic slasher hit ended Sunday with $25.6M from 47 markets for an offshore total of $45.6M and $172.3M globally. The movie earned a B+ CinemaScore and sports 80% Rotten Tomatoes score. 5. Yum China (YUMC), At Home Group (HOME), Sensata Technologies (ST), BP (BP), Royal Dutch Shell (RDS.A), Eni (E), and Total (TOT) saw positive mentions in Barron's.

IBM

IBM

$124.77

-1.67 (-1.32%)

RHT

Red Hat

$116.66

-3.85 (-3.19%)

AMZN

Amazon.com

$1,638.80

-141.2 (-7.93%)

MSFT

Microsoft

$106.99

-1.5 (-1.38%)

GOOG

Alphabet

$1,071.02

-27.61 (-2.51%)

GOOGL

Alphabet Class A

$1,080.67

-25.33 (-2.29%)

BABA

Alibaba

$142.94

-1.65 (-1.14%)

BAC

Bank of America

$26.39

-0.2 (-0.75%)

CMCSA

Comcast

$35.23

-0.61 (-1.70%)

CMCSK

Comcast

$0.00

(0.00%)

YUMC

Yum China

$31.76

0.43 (1.37%)

HOME

At Home Group

$26.27

0.41 (1.59%)

ST

Sensata

$42.40

0.36 (0.86%)

BP

BP

$41.11

-0.46 (-1.11%)

RDS.A

Royal Dutch Shell

$61.93

(0.00%)

RDS.B

Royal Dutch Shell

$63.97

-0.05 (-0.08%)

E

Eni SpA

$34.51

0.62 (1.83%)

TOT

Total

$57.83

-0.39 (-0.67%)

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IBM IBM
$124.77

-1.67 (-1.32%)

10/18/18
10/18/18
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. IBM (IBM) downgraded to Hold from Buy at Argus with analyst James Kelleher saying the company's growth prospects are "fading." 2. Gap (GPS) downgraded to Underweight from Neutral at JPMorgan with analyst Matthew Boss saying the timeframe for sequential same-store-sales improvement at the Gap brand and a return to the "momentum" last seen in the second half of 2017 is now less certain as the brand grapples with operational issues and an "assortment imbalance." 3. Yum! Brands (YUM) downgraded to In Line from Outperform at Evercore ISI with analyst Matt McGinley saying the recent move in shares have placed its valuation closer to the top of its peer franchised peers. 4. EnLink Midstream Partners (ENLK) downgraded to Neutral from Buy at Citi with analyst Mirek Zak citing valuation. 5. Wingstop (WING) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst John Glass 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.
10/18/18
ARGS
10/18/18
DOWNGRADE
ARGS
Hold
IBM downgraded to Hold at Argus on 'fading growth prospects'
As noted earlier, Argus analyst James Kelleher downgraded IBM to Hold after its Q3 revenue miss, saying the company's growth prospects are "fading". The analyst notes that revenues have "flipped back to negative" while margin in key business segments have shrunk. Kelleher adds that even though the stock is trading at a discount, a Hold rating is "appropriate" until the company can show "consistent top-line growth, margin expansion, and earnings acceleration".
10/18/18
WEDB
10/18/18
NO CHANGE
Target $165
WEDB
Neutral
IBM price target lowered to $165 from $185 at Wedbush
Wedbush analyst Moshe Katri lowered his price target for IBM to $165 from $185 after the company reported mixed Q3/CY18 results as the "growth" areas at IBM, namely Strategic Imperatives, Cognitive and Cloud are yet to show growth consistency/acceleration while profitability performance also remains unconvincing. The analyst continues to believe that only undertaking the difficult path of aggressively terminating/restructuring underperforming units, hence, sacrificing top-line growth for generating margin/free cash flow improvements will likely generate significant return to shareholders. Katri reiterates a Neutral rating on the shares.
10/26/18
BNCH
10/26/18
NO CHANGE
Target $100
BNCH
Buy
Mellanox a 'prized' target for 'host of buyers,' says Benchmark
After CNBC reported that Mellanox (MLNX) has hired an advisor to explore strategic alternatives, including a possible sale, Benchmark analyst Gary Mobley said it is difficult to verify the story but he believes the company would "represent a prized M&A target for a host of buyers," including potentially Nvidia (NVDA), Intel (INTC), Broadcom (AVGO), Marvell (MRVL) and "even" IBM (IBM). The analyst, who added that Mellanox's "initial apathy" toward prior M&A talks with Marvell was part of the reason Starboard got involved, keeps a Buy rating on Mellanox shares with a $100 price target.
RHT Red Hat
$116.66

-3.85 (-3.19%)

10/17/18
BARD
10/17/18
INITIATION
BARD
Neutral
Red Hat assumed with a Neutral at Baird
Baird analyst Jonathan Ruykhaver assumed coverage on Red Hat with a Neutral rating and $135 price target. The analyst believes the challenge facing Red Hat is that "paid RHEL growth could be slowing as more digital initiatives and new workloads whether on-premise or in the public cloud run increasingly on free Linux."
10/22/18
NEED
10/22/18
INITIATION
NEED
Buy
Red Hat initiated with a Buy at Needham
Needham analyst Jack Andrews initiated Red Hat with a Buy and $183 price target.
10/23/18
NEED
10/23/18
INITIATION
NEED
Buy
Red Hat, Pivotal Software, ServiceNow initiated with a Buy at Needham
As reported earlier, Needham analyst Jack Andrews initiated Red Hat (RHT), Pivotal Software (PVTL), and ServiceNow (NOW) with Buy ratings as part of his broader research note on select cloud-driven infrastructure software companies. The analyst notes that he expects new proprietary applications to generate rapid growth of cloud-based workloads, making the "platform as a service", or PaaS, market "one of the fastest growing segments in the technology stack". Andrews also points out that in addition to allowing "enterprises to run machine learning and deep learning algorithms in order to glean insights on how to improve customer experiences", a unique characteristic of infrastructure software companies is their pricing model driven by "per compute" or "consumption basis". The analyst contends that this makes them an attractive investment as "an infrastructure software vendor can maintain a long tail of growth within an enterprise by continuing to add licenses". Andrews assigns Red Hat a price target of $183, Pivotal Software a target of $25, and ServiceNow a price target of $224.
09/20/18
BMOC
09/20/18
NO CHANGE
Target $158
BMOC
Market Perform
Red Hat price target lowered to $158 from $177 at BMO Capital
BMO Capital analyst Keith Bachman lowered his price target on Red Hat to $158 and kept his Market Perform rating after its Q2 earnings miss, adding that the "solid" operating margins and "good" free cash flow in the quarter will likely be overshadowed by the worse than expected infrastructure growth rate of 8%. Despite the management's confidence in expected improved growth coming from a stronger renewal base, the analyst says his neutral stance is justified by the timing and uncertainty surrounding those expectations. Longer term, Bachman is still positive on the opportunity for Red Hat to be a "strong participant in building the hybrid cloud".
AMZN Amazon.com
$1,638.80

-141.2 (-7.93%)

10/26/18
JEFF
10/26/18
NO CHANGE
Target $2300
JEFF
Buy
Jefferies remains bullish on Amazon shares after 'strong' Q3
Jefferies analyst Brent Thill says he remains bullish on shares of Amazon.com following last night's "strong" Q3 results. He raised his price target to $2,300 from $2,260 and reiterates a Buy rating on the stock. While revenue came in just shy of consensus, operating income was $1.6B ahead of estimates and 6.6% operating margin was the highest in 14 years, Thill tells investors in a post-earnings research note titled "Every Rockstar Needs a Break." While the Q4 guidance disappointed with 15% revenue growth at the midpoint, deceleration was expected as Amazon lapped the Whole Foods acquisition, says the analyst.
10/26/18
BARD
10/26/18
NO CHANGE
Target $2100
BARD
Outperform
Amazon mixed guidance obscures underlying strengths, says Baird
Baird analyst Colin Sebastian said the top-line miss and mixed guidance from Amazon obscured the company's underlying strengths. He said the higher-margin segments of the business remain healthy and drove the current quarter's margin upside. He said with its soft Q4 guidance, holiday execution will be scrutinized more closely, but he believes they will come in at the high-end of guidance. Sebastian said any pullback would be a buying opportunity and he reiterated his Outperform rating and $2,100 price target on Amazon.com shares.
10/26/18
MSCO
10/26/18
NO CHANGE
Target $2400
MSCO
Overweight
Morgan Stanley remains bullish on Amazon, trims price target to $2,400
Morgan Stanley analyst Brian Nowak said he remains bullish on Amazon following its Q3 results, though he reduced his price target on the stock to $2,400 from $2,500 after its revenue missed expectations. He noted that GAAP EBIT margins are expanding at "record rates" even as the company continues to invest to penetrate the next $3.7T of addressable spending in new potential markets. Bears will likely pick at the deceleration of Amazon's revenue ex- Whole Foods, but Nowak views this as largely a timing issue, he added. While he keeps an Overweight rating on Amazon, Nowak acknowledges it is likely to take a strong Q4 top-line and evidence of continued profitability into 2019 to materially drive outperformance for the shares.
10/26/18
RHCO
10/26/18
NO CHANGE
Target $2250
RHCO
Buy
Amazon.com price target raised to $2,250 from $2,150 at SunTrust
SunTrust analyst Youssef Squali raised his price target on Amazon to $2,250 and kept his Buy rating after its Q3 results showing a "solid top line and impressive out-performance" in operational efficiency and profitability. The analyst believes that the company's Q4 revenue guide is on a "conservative side" going into his expectations of a "robust holiday season". Squali further cites Amazon's record over 100M Prime manageable items being available for a free 2-day shipping along with the company's Q4 tailwinds in India.
MSFT Microsoft
$106.99

-1.5 (-1.38%)

10/25/18
FBCO
10/25/18
NO CHANGE
Target $125
FBCO
Outperform
Microsoft to benefit from hybrid cloud migration, says Credit Suisse
Credit Suisse analyst Brad Zelnick argues that strong Q1 results reinforce his thesis that Microsoft will be a primary beneficiary of a migration to hybrid cloud environments and is uniquely positioned versus other hyper scale competitors given its hybrid architectural advantage. The analyst notes that the quarter overall was strong despite Azure revenue slightly below his estimates and Q2 was largely guided ahead of Street when adjusting for GitHub. Zelnick reiterates an Outperform rating and $125 price target on the shares.
10/25/18
KEYB
10/25/18
NO CHANGE
Target $125
KEYB
Overweight
Cloud/Internet reshaping Microsoft growth, profit trajectory, says KeyBanc
KeyBanc analyst Brent Bracelin reiterates an Overweight rating on Microsoft shares, while raising his price target on the stock to $125 from $123 on a multiyear model transformation driven by fast-growing cloud and internet segments that he estimates could top $70B in revenue by CY20 versus $18.5B in CY16. Further, the analyst points out that the $1.2B revenue beat for Q1 was "impressive," marking the seventh consecutive increase in total revenue growth to 18.5% year over year driven by internet, cloud, server tools, and gaming momentum.
10/25/18
MSCO
10/25/18
NO CHANGE
Target $130
MSCO
Overweight
Microsoft shares should 'grind higher' amid solid execution, says Morgan Stanley
Morgan Stanley analyst Keith Weiss said Microsoft is seeing the hybrid cloud benefits and notes that its improved secular positioning and solid execution have now lead to seven straight quarters of accelerating revenue growth. The analyst, who raised his FY19 EPS estimates by 4% following the company's Q1 earnings report, believes the shares "should grind higher" toward his $130 price target. Weiss maintains an Overweight rating on Microsoft.
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.
GOOG Alphabet
$1,071.02

-27.61 (-2.51%)

10/26/18
JPMS
10/26/18
NO CHANGE
Target $1350
JPMS
Overweight
Alphabet price target lowered to $1,350 from $1,440 at JPMorgan
JPMorgan analyst Doug Anmuth lowered his price target for Alphabet to $1,350 following last night's Q3 results and keeps an Overweight rating on the shares. Revenue came in a little light, but overall results continue to show that the company's investments in the business are driving 20%-plus growth, Anmuth tells investors in a post-earnings research note. Net/net, 22% revenue growth is good, but it was Alphabet's slowest growth in three years, adds the analyst. However, he believes Alphabet continues to execute well and notes that his new target still represents 27% upside to after-market levels.
10/26/18
KEYB
10/26/18
NO CHANGE
Target $1430
KEYB
Overweight
Alphabet 'undervalued,' as KeyBanc recommends buying shares
KeyBanc analyst Andy Hargreaves maintained an Overweight rating and $1,430 price target on Alphabet following the company's quarterly results. In a research note to investors, the analyst says Google has grown ad revenue by 15% or more in 33 out of the last 36 quarters, and retains excellent potential to sustain this through Search, Maps, and YouTube, as well as large opportunities in hardware, cloud, Other Bets, and private investments. At ~12.3x 2019 EV/Google EBITDA, he views Alphabet as undervalued and recommend buying the shares.
10/26/18
UBSW
10/26/18
NO CHANGE
Target $1400
UBSW
Buy
Alphabet results enforce industry leadership, says UBS
UBS analyst Eric Sheridan said Alphabet's Q3 results of over 20% forex-neutral Sites revenue growth, moderating Sites TAC and core Google margins were better than feared and should be the main takeaways from their Q3 report. The analyst said any price pressure on the back of these results misses the big picture. Sheridan reiterated his Buy rating and $1,400 price target on Alphabet shares.
10/26/18
MSCO
10/26/18
NO CHANGE
Target $1500
MSCO
Overweight
Alphabet steadily monetizing across all 'ages' of business, says Morgan Stanley
Morgan Stanley analyst Brian Nowak said in a post-earnings research note that Alphabet (GOOGL) is steadily monetizing and investing in its oldest, middle-age and youngest businesses. He noted that its oldest market, the U.S., is still growing 20% year-over-year and its oldest product, namely desktop search, is still growing about 7% year-over-year. Meanwhile, its innovation and investments are driving strong growth in "middle-aged" products, such as mobile search and YouTube, and the longer-term investments, like Waymo, are beginning to show "green shoots." He keeps an Overweight rating on Alphabet shares, but trimmed his price target to $1,500 from $1,515 to account for a lower adjusted EBITDA view in FY19 and FY20 due to slightly lower revenue and higher assumed investments.
GOOGL Alphabet Class A
$1,080.67

-25.33 (-2.29%)

10/26/18
GSCO
10/26/18
NO CHANGE
Target $1300
GSCO
Conviction Buy
Alphabet price target lowered to $1,300 from $1,500 at Goldman Sachs
Goldman Sachs analyst Heather Bellini lowered Alphabet's price target to $1,300 from $1,500 citing multiple compression across the group following the "rare revenue miss" driven by FX. Bellini reiterated her Conviction Buy rating on Alphabet saying shares trade at 18x her CY20 estimate of $58.80, versus $62.22 prior.
BABA Alibaba
$142.94

-1.65 (-1.14%)

10/12/18
UBSW
10/12/18
NO CHANGE
Target $220
UBSW
Buy
Alibaba price target lowered to $220 from $230 at UBS
UBS analyst Jerry Liu lowered his price target on Alibaba to $220 from $230 and he lowered his estimates as well. The analyst revisions come as he factors in more macro weakness, but he believes the company remains well positioned against competitors and said it remains his top pick. Liu reiterated his Buy rating on Alibaba shares.
10/22/18
BNCH
10/22/18
NO CHANGE
Target $220
BNCH
Buy
Alibaba price target lowered to $220 from $245 at Benchmark
Benchmark analyst Fawne Jiang expects Alibaba to continue to outperform the e-commerce industry due to healthy gross merchandise volume growth in its core business, but she believes earnings growth could come under pressure in the near-term given stepped up investments in New Retail initiatives and uncertainties from Taobao's new upgrade. After lowering her earnings estimates, Jiang cut her price target on Alibaba shares to $220 ahead of its Q2 earnings report on November 2 before the market opens. However, she maintains a Buy rating on Alibaba.
10/18/18
OPCO
10/18/18
NO CHANGE
Target $210
OPCO
Outperform
Alibaba price target lowered to $210 from $230 at Oppenheimer
Oppenheimer analyst Jason Helfstein lowered his price target for Alibaba to $210 from $230 as he now expects softer core commerce revenue, mainly due to modestly slower e-commerce industry trends and mix to non-paid product recommendations. In addition, the analyst also expects investments at New Retail, Ele.me and DME to have a greater impact on near-term margins. Helfstein reiterates an Outperform rating on the shares as he expects trade war rhetoric to subside after mid-term elections.
10/12/18
STFL
10/12/18
NO CHANGE
Target $200
STFL
Buy
Stifel replaces Alibaba with Amazon on Select List after target drop
Stifel analyst Scott Devitt removed Alibaba (BABA) from his firm's Select List and replaced it with Amazon.com (AMZN). The analyst cites an "increasingly uncertain" China macro environment and near-term optimism for Amazon for the change. He also updated his Alibaba model, which resulted in near-term revenue growth assumptions that are 300 basis points lower versus his prior forecast. However, despite the difficult China market backdrop, Devitt continues to view Alibaba as a core long-term holding. He lowered his price target for the shares to $200 from $220 while keeping a Buy rating on the name.
BAC Bank of America
$26.39

-0.2 (-0.75%)

07/17/18
BARD
07/17/18
NO CHANGE
Target $30
BARD
Neutral
Baird would be buyers of Bank of America on weakness
Baird analyst David George said he would remain a buyer of Bank of America shares on any weakness, stating that its operating leverage was impressive in Q2 and should continue along with solid execution. George maintained his Neutral rating and $30 price target on Bank of America shares.
09/25/18
WOLF
09/25/18
INITIATION
Target $40
WOLF
Outperform
Bank of America initiated with an Outperform at Wolfe Research
Wolfe Research analyst Steven Chubak initiated Bank of America with an Outperform and $40 price target.
07/09/18
GSCO
07/09/18
NO CHANGE
GSCO
Bank of America, Morgan Stanley top ideas into Q2 earnings season, says Goldman Sachs
Goldman Sachs analyst Richard Ramsden expects Bank of America (BAC) and Morgan Stanley (MS) to beat consensus estimates in Q2. The analyst argues that both appear best positioned, while he sees risk for U.S. Bancorp (USB) and JPMorgan (JPM). Ramsden highlights Bank of America given the material valuation dislocation that looks to support the stock over time. Additionally, the analyst expects an expense and NII beat for Morgan Stanley.
09/19/18
OPCO
09/19/18
NO CHANGE
OPCO
Outperform
U.S. banks 'in very good shape,' says Oppenheimer, favorites include BofA, Citi
Oppenheimer analyst Chris Kotowski tells investors in a research note that the U.S. banking group is on solid footing with balance sheets less risky than at any time over the last 33 years the firm covered the group and says his favorite bank stocks are Outperform-rated Bank of America (BAC), Citi (C), CIT (CIT) and Goldman Sachs (GS). However, Kotowski notes that banks are trading at an average relative P/E of just ~66% relative to the S&P 500 and returning to a historical avg valuation of 73%-80% range would imply over a thousand basis points of outperformance by the group. In his view, the U.S. banks are, on the whole, in "very good" shape.
CMCSA Comcast
$35.23

-0.61 (-1.70%)

10/26/18
FBCO
10/26/18
UPGRADE
FBCO
Outperform
Comcast upgraded to Outperform from Neutral at Credit Suisse
10/24/18
10/24/18
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 an Outperform at JMP Securities. 2. Comcast (CMCSA) resumed with a Buy at Deutsche Bank, reinstated with a Buy at Citi, and assumed with a Neutral at Guggenheim. 3. 2U (TWOU) initiated with a Buy at Needham. 4. Corbus Pharmaceuticals (CRBP) initiated with a Buy at B. Riley FBR. 5. Entasis Therapeutics (ETTX) initiated with a Buy at SunTrust. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/24/18
DBAB
10/24/18
INITIATION
Target $43
DBAB
Buy
Comcast resumed with a Buy at Deutsche Bank
Deutsche Bank analyst Bryan Kraft resumed coverage of Comcast with a Buy rating and $43 price target. The uncertainty of the Sky and Fox pursuits, which has weighed on the shares since early February, is now mostly behind the company, Kraft tells investors in a research note. The remaining areas of uncertainty lie in Sky's financial outlook under Comcast's ownership, the analyst adds. However, he points out that Sky represents only about 10% of Comcast's pro forma consolidated EBITDA, making the potential impact of the remaining related uncertainties limited, Kraft says. He believes Comcast offers an attractive valuation at current share levels.
10/26/18
10/26/18
UPGRADE
Target $44

Outperform
Credit Suisse upgrades Comcast to Outperform on increased confidence in growth
As previously reported, Credit Suisse analyst Douglas Mitchelson upgraded Comcast to Outperform from Neutral, stating that he has increased confidence in its growth outlook given renewed momentum in broadband net adds, pricing upside, the deteriorating competitive positioning of satellite, wireless investment likely having peaked, and NBCU being well positioned. Additionally, he sees the potential for capital intensity to moderate meaningfully over time. Mitchelson increased his estimates above consensus and raised his price target on Comcast shares to $44 from $36.
CMCSK Comcast
$0.00

(0.00%)

09/24/18
BERN
09/24/18
NO CHANGE
BERN
Sky's bidding war outcome 'best possible result' for Disney, says Bernstein
Bernstein analyst Todd Juenger says this weekend's outcome of the bidding war for Sky (SKYAY) was "the best possible result" for Disney (DIS). The analyst argues that he never understood why Disney would want to operate a European DBS business, and never understood how Sky would contribute to Disney's DTC strategy. Rather than pay such a premium like Comcast (CMCSA), Disney can now get "paid" that premium, assuming Fox (FOXA) agrees to sell and deliver the proceeds to Disney in lieu of the shares they had promised, the analyst contends.
10/03/18
STFL
10/03/18
NO CHANGE
Target $155
STFL
Buy
Trade Desk pullback due to misplaced concerns about Amazon, says Stifel
Stifel analyst John Egbert raised his mid- and long-term estimates for Trade Desk (TTD) citing momentum from new advertiser wins and the fact that platform spend and attach rates are benefiting from the recent New Wave product launch. He believes recent weakness in Trade Desk shares may be related to worries over online reports suggesting Amazon (AMZN) has discussed building a proprietary video ad serving product for its own streaming business, but sees these concerns as misplaced, Egbert added. Based on the available information, it seems like Amazon is focusing on video ad server technology, not a connected TV ad buying software tool, which would pit it against Trade Desk partners Comcast's (CMCSA) Freewheel and Google (GOOGL) Ad Manager, not Trade Desk itself, Egbert explains. He maintains a Buy rating on Trade Desk and raised his price target on the stock to $155 from $130.
07/25/18
JPMS
07/25/18
NO CHANGE
JPMS
Overweight
Invalidated patent 'not material' to TiVo court fight, says JPMorgan
JPMorgan analyst Sterling Auty noted that the USPTO's Patent Trial and Appeal Board has declared patent 8,433,696 held by TiVo (TIVO) to be invalid as it believes that the technology involves a variation of earlier know-how. While a "scary headline," the reality is this does not matter in terms of TiVo's court case with Comcast (CMCSA), since this patent was dropped from the case, said Auty, who keeps an Overweight rating on TiVo shares.
YUMC Yum China
$31.76

0.43 (1.37%)

08/17/18
08/17/18
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. Dean Foods (DF) downgraded to Underweight from Neutral at JPMorgan with analyst Ken Goldman citing a "number of concerns," including a possible miss for Q3, higher raw milk costs, demand erosion for fluid milk, the risk of further customer attrition, and valuation. 2. Wabtec (WAB) downgraded to Sector Weight from Overweight at KeyBanc with analyst Steve Barger saying he thinks risk/reward has become more balanced in the context of macro and forecasting risk, GE Transport (GE) integration risk and forward valuation. 3. Yum China (YUMC) downgraded to Perform from Outperform at Oppenheimer with analyst Brian Bittner saying needed improving same-store sales could take several quarters as KFC headwinds do not appear transitory. 4. DSW (DSW) downgraded to Negative ahead of expected guidance cut at Susquehanna with analyst Sam Poser saying he expects margins to be challenged due to increased variable costs and gross margin pressure related to the new loyalty program. 5. Sun Communities (SUI) downgraded to In Line from Outperform at Evercore ISI. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/02/18
OPCO
08/02/18
NO CHANGE
Target $40
OPCO
Outperform
Yum China price target lowered to $40 from $45 at Oppenheimer
Oppenheimer analyst Brian Bittner lowered his price target for Yum China to $40 from $45 as he believes the near-term setup makes it difficult to aggressively pitch it for now. The analyst reiterates an Outperform rating on the shares.
08/17/18
OPCO
08/17/18
DOWNGRADE
OPCO
Perform
Yum China downgraded to Perform from Outperform at Oppenheimer
Oppenheimer analyst Brian Bittner downgraded Yum China to Perform from Outperform, telling investors in a research note that the need for improving SSS could take several quarters as KFC headwinds do not appear transitory. Bittner contends that recent reports of takeout speculation in China present an interesting angle, but at a 23x forward P/E against elevated near-term operating risks.
08/17/18
OPCO
08/17/18
DOWNGRADE
OPCO
Perform
Yum China downgraded to Perform from Outperform at Oppenheimer
HOME At Home Group
$26.27

0.41 (1.59%)

10/15/18
JEFF
10/15/18
NO CHANGE
Target $47
JEFF
Buy
At Home Group checks show 'strong' fundamentals, says Jefferies
Jefferies analyst Jonathan Matuszewski left conversations with 160 At Home Group sales associates believing the company's quarter-to-date traffic has been solid, seasonal merchandise popular, and inventory levels ample to meet demand. Interest rate and tariff headlines have overshadowed At Home Group's "strong fundamentals lately," Matuszewski tells investors in a research note titled "Checks Point To Strong Halloween Demand; 3Q Comp Should Be Spooktacular." The analyst reiterates a Buy rating on the shares with a $47 price target.
10/02/18
GSCO
10/02/18
UPGRADE
Target $39
GSCO
Buy
Goldman Sachs sees 26% upside in At Home Group, upgrades shares to Buy
Goldman Sachs analyst Matthew Fassler last night upgraded At Home Group to Buy from Neutral while lowering his price target for the shares to $39 from $41. Recent sales misses, tariff concerns, and macro data have created investor concerns and a "steep discount" in the shares relative to other growth retailers, Fassler tells investors in a research note. The analyst sees an opportunity to "buy into a high-potential growth franchise" with 26% upside potential. Achieving earnings forecasts in late November should help drive a rebound in the shares back toward recent valuation levels, the analyst contends.
10/02/18
10/02/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Discover (DFS) upgraded to Overweight from Neutral at JPMorgan with analyst Richard Shane saying the company appears on track to execute a "soft landing" as loan growth stabilizes. 2. At Home Group (HOME) upgraded to Buy from Neutral at Goldman Sachs with analyst Matthew Fassler saying recent sales misses, tariff concerns, and macro data have created investor concerns and a "steep discount" in the shares relative to other growth retailers. 3. Nestle (NSRGY) upgraded to Buy from Hold at Jefferies with analyst Martin Deboo saying he's more bullish on the new CEO and the shares into the second half of the year. 4. Urban Outfitters (URBN) upgraded to Buy from Neutral at B. Riley FBR with analyst Susan Anderson saying she expects high consumer confidence to support strong same-store-sales for Urban and she views the shares as undervalued. 5. General Electric (GE) upgraded to Outperform from Sector Perform at RBC Capital with analyst Deane Dray saying he believes a floor has been put in the shares following news of Larry Culp being named Chairman and CEO. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/01/18
GSCO
10/01/18
UPGRADE
GSCO
Buy
At Home Group upgraded to Buy from Neutral at Goldman Sachs
ST Sensata
$42.40

0.36 (0.86%)

09/17/18
09/17/18
DOWNGRADE
Target $47

Underweight
Sensata downgraded to Underweight on rising cyclical risks at Morgan Stanley
As previously reported, Morgan Stanley analyst Craig Hettenbach downgraded Sensata (ST) to Underweight from Equal Weight as he thinks a recent slowing across its end markets, particularly autos, which make up 60% of sales, increase the risk of a miss in Q4. He notes that the stock has held up much better in the last few weeks than other semi companies - such as Texas Instruments (TXN), ON Semiconductor (ON) and Cypress Semiconductor (CY) - facing similar risks, which leads Hettenbach to think Sensata is more susceptible to any disappointment. While the key driver of his downgrade is cyclical concerns, the analyst also noted that he is keeping an eye on the increased traction that TE Connectivity (TEL) and Amphenol (APH) are seeing in sensors. Hettenbach lowered his price target on Sensata shares to $47 from $55.
09/17/18
MSCO
09/17/18
DOWNGRADE
MSCO
Underweight
Sensata downgraded to Underweight from Equal Weight at Morgan Stanley
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."
09/11/18
JPMS
09/11/18
NO CHANGE
Target $69
JPMS
Overweight
Sensata price target raised to $69 from $65 at JPMorgan
JPMorgan analyst Samik Chatterjee raised his price target for Sensata to $69 after hosting meetings with management. The analyst left the meetings incrementally positive on the company's ability to hit its fiscal 2018 and three year outlook despite recent weakness in automotive production. Further, he believes increasing content opportunities for Sensata on electric vehicles will help to push-back on a key argument of the bear thesis. Chatterjee reiterates an Overweight rating on the shares.
BP BP
$41.11

-0.46 (-1.11%)

10/03/18
REDB
10/03/18
UPGRADE
REDB
Buy
BP upgraded to Buy from Neutral at Redburn
Redburn analyst Rob West upgraded BP to Buy from Neutral and maintained a $90 fair value estimate to reflect increasing free cash flow from ramping global gas mega-projects and hidden value from divestment programs.
09/05/18
09/05/18
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. Anthem (ANTM) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Zack Sopcak saying he contends that the disruption in the pharmacy benefits management landscape via M&A and government-led drug pricing reform positions Anthem for underappreciated share gain and accelerated profit growth. 2. BP (BP) upgraded to Overweight from Equal Weight at Morgan Stanley. 3. GasLog (GLOG) upgraded to Buy from Hold at DNB Markets. 4. CenterPoint Energy (CNP) upgraded to Overweight from Neutral at JPMorgan with analyst Christopher Turnure saying he sees an "attractive outlook for the proforma company" with 8.2% annual earnings growth through 2021 "under a conservative range of assumptions." 5. PerkinElmer (PKI) upgraded to Equal Weight from Underweight at Barclays with analyst Jack Meehan saying he is more positive on PerkinElmer's near-term growth prospects in Diagnostics due to its recent investments. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/11/18
BREN
09/11/18
INITIATION
BREN
Buy
BP initiated with a Buy at Berenberg
Berenberg analyst Henry Tarr started BP with a Buy rating and 665p price target. The company is starting to grow again, the analyst contends.
10/22/18
SIMM
10/22/18
INITIATION
Target $52
SIMM
Overweight
BP assumed with an Overweight at Simmons
Simmons analyst Blake Fernandez assumed BP with a Overweight rating and a price target of $52 as part of his broader research note on Integrated Oils suggesting that the industry stands to benefit from the current stage of the energy cycle. The analyst cites an improving macro backdrop, increased deleveraging, and expanding shareholder returns that should produce relative outperformance for this assumed group. Fernandez points to BP's "peer leading" 11% expected free cash flow yield and anticipated buybacks coming from the decline of Macondo related payments starting later in 2018, adding that BP also has the most earnings sensitivity to oil price movements.
RDS.A Royal Dutch Shell
$61.93

(0.00%)

10/22/18
SIMM
10/22/18
INITIATION
Target $72
SIMM
Neutral
Royal Dutch Shell assumed with a Neutral at Simmons
Simmons analyst Blake Fernandez assumed Royal Dutch Shell with a Neutral rating and a price target of $72 as part of his broader research note on Integrated Oils, suggesting that the industry stands to benefit from the current stage of the energy cycle. Fernandez notes that the company enjoyed stronger than expected earnings last year, but its past couple of quarters have been underwhelming because of "multiple transitory culprits driving results including tax, derivatives, etc." The analyst prefers to wait for a reversal of this trend before becoming more constructive on the stock.
09/11/18
BREN
09/11/18
INITIATION
BREN
Hold
Royal Dutch Shell initiated with a Hold at Berenberg
Berenberg analyst Henry Tarr started Royal Dutch Shell with a Hold rating and EUR 31 price target.
10/03/18
REDB
10/03/18
UPGRADE
REDB
Neutral
Royal Dutch Shell upgraded to Neutral from Sell at Redburn
Redburn analyst Rob West upgraded BP to Neutral from Sell citing value creation in the LNG segment.
09/28/18
STFL
09/28/18
NO CHANGE
Target $5
STFL
Buy
Stifel reiterates Buy on Civeo as Shell seems close to starting LNG project
Noting that several reports over the last few days indicate a positive decision about a Shell-led (RDS.A) LNG project in Western Canada could be announced as soon as next week, Stifel analyst Stephen Gengaro reiterated his Buy rating and $5 price target on shares of Civeo (CVEO), for whom he has previously said the Shell project could be a "game-changer." If the LNG project receives a positive final investment decision, he believes Civeo will benefit via its ownership of Sitka Lodge, its 40% owned joint venture with Bird Construction and the potential for a long-term project for Civeo to provide ancillary services, said Gengaro.
RDS.B Royal Dutch Shell
$63.97

-0.05 (-0.08%)

11/03/17
SOCG
11/03/17
DOWNGRADE
SOCG
Hold
Royal Dutch Shell downgraded to Hold from Buy at Societe Generale
Societe Generale downgraded Royal Dutch Shell to Hold citing valuation.
08/31/18
08/31/18
NO CHANGE

On The Fly: Top five analyst actions
Catch up on today's top five analyst actions with this list compiled by The Fly: 1. BP (BP) and Royal Dutch Shell (RDS.A) were upgraded to Hold from Underperform at Santander. 2. Dollar Tree (DLTR) downgraded to Market Perform from Outperform at Telsey Advisory. 3. Electronic Arts (EA) and Activision Blizzard (ATVI) were downgraded to Neutral from Buy at BofA/Merrill. 4. Gain Capital (GCAP) initiated with a Neutral at JPMorgan. 5. Avaya (AVYA) initiated with a Neutral at Citi. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
E Eni SpA
$34.51

0.62 (1.83%)

10/05/18
10/05/18
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. Eli Lilly (LLY) upgraded to Outperform from Market Perform at BMO Capital with analyst Alex Arfaei citing the prospects of its 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. 2. Helmerich & Payne (HP) upgraded to Overweight from Equalweight at Capital One. 3. Canadian Pacific (CP) upgraded to Buy from Hold at TD Securities. 4. Eni SpA (E) and Equinor (EQNR) were upgraded to Buy from Neutral at BofA/Merrill. 5. Fiesta Restaurant (FRGI) upgraded to Neutral from Underweight at Piper Jaffray with analyst Nicole Miller Regan saying the company has recently reported better than expected results and sustained a return to positive same-store sales trends. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/11/18
BREN
09/11/18
INITIATION
BREN
Hold
Eni SpA initiated with a Hold at Berenberg
Berenberg analyst Henry Tarr started Eni SpA with a Hold rating and EUR 18 price target.
09/11/18
LEHM
09/11/18
DOWNGRADE
LEHM
Underweight
Eni SpA downgraded to Underweight from Equal Weight at Barclays
Barclays analyst Lydia Rainfort downgraded Eni SpA to Underweight with a price target of EUR 19. The analyst sees more upside in other names following the stock's recent rally.
10/05/18
BOFA
10/05/18
UPGRADE
BOFA
Buy
Eni SpA upgraded to Buy from Neutral at BofA/Merrill
TOT Total
$57.83

-0.39 (-0.67%)

10/08/18
BOFA
10/08/18
INITIATION
Target $12
BOFA
Buy
Tellurian initiated with a Buy at BofA/Merrill
BofA/Merrill analyst Julien Dumoulin-Smith initiated Tellurian (TELL) with a Buy rating and a price target of $12. The analyst says he is positive on the experience of its management in driving the development of its Driftwood LNG project given the "complexity involved in locking in LNG commitments and obtaining financing while also navigating the FERC permitting process". He also views the current 19% holding of the company's common stock by Total (TOT) as an "important signal of confidence", and sees a positive skew in the risk/reward profile of the shares.
10/22/18
SIMM
10/22/18
INITIATION
Target $70
SIMM
Overweight
Total assumed with an Overweight at Simmons
Simmons analyst Blake Fernandez assumed Total with an Overweight rating and a price target of $70 as part of his broader research note on Integrated Oils, suggesting that the industry stands to benefit from the current stage of the energy cycle. Fernandez adds that Total has experienced a "peer leading production growth, which has insulated underlying results and performance during the downturn", and expects continued momentum from the "countercyclical actions" such as the 3.66% equity stake in the company that was recently taken by Maersk. The analyst further notes that Total's cash margins on new projects are also attractive relative to its peers.
09/11/18
BREN
09/11/18
INITIATION
BREN
Buy
Total initiated with a Buy at Berenberg
Berenberg analyst Henry Tarr started Total with a Buy rating and EUR 65 price target. The company has the best free cash flow yield in sector,the analyst contends.
08/03/18
UBSW
08/03/18
UPGRADE
UBSW
Buy
Total upgraded to Buy from Neutral at UBS
UBS analyst Jon Rigby upgraded Total to Buy.

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MasterCard

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American Express

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FB

Facebook

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USO

United States Oil Fund

$10.77

-0.275 (-2.49%)

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$NSD

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BNPQY

BNP Paribas

$0.00

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Societe Generale

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Amarin

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FFIV

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SKX

Skechers

$26.68

1.31 (5.16%)

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