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FB

Facebook

$142.95

0.86 (0.61%)

, AMGN

Amgen

$189.51

1.295 (0.69%)

14:41
10/30/18
10/30
14:41
10/30/18
14:41

Notable companies reporting after market close

Notable companies reporting after the market close, with earnings consensus, include Facebook (FB), consensus $1.47... Amgen (AMGN), consensus $3.45... T-Mobile (TMUS), consensus 85c... Anadarko Petroleum (APC), consensus 84c... Electronic Arts (EA), consensus 58c... eBay (EBAY), consensus 54c... ONEOK (OKE), consensus 71c... Concho Resources (CXO), consensus $1.07... Verisk Analytics (VRSK), consensus $1.07... FleetCor Technologies (FLT), consensus $2.66... Maxim Integrated (MXIM), consensus 75c... MGM Resorts (MGM), consensus 20c... C.H. Robinson (CHRW), consensus $1.17... Yum China (YUMC), consensus 45c... Herbalife (HLF), consensus 67c... Paycom Software (PAYC), consensus 51c... Hyatt Hotels (H), consensus 26c... Voya Financial (VOYA), consensus $1.18... CyrusOne (CONE), consensus 2c... Zendesk (ZEN), consensus 4c... FireEye (FEYE), consensus 2c... NuVasive (NUVA), consensus 62c... Whiting Petroleum (WLL), consensus 59c... Owens-Illinois (OI), consensus 75c... Cheesecake Factory (CAKE), consensus 58c.

FB

Facebook

$142.95

0.86 (0.61%)

AMGN

Amgen

$189.51

1.295 (0.69%)

TMUS

T-Mobile

$64.38

-0.52 (-0.80%)

APC

Anadarko

$55.72

-0.14 (-0.25%)

EA

Electronic Arts

$92.57

1.39 (1.52%)

EBAY

eBay

$27.12

0.31 (1.16%)

OKE

Oneok

$62.80

-0.45 (-0.71%)

CXO

Concho Resources

$135.54

4.66 (3.56%)

VRSK

Verisk Analytics

$115.63

1.19 (1.04%)

FLT

FleetCor

$183.35

0.31 (0.17%)

MXIM

Maxim Integrated

$49.24

0.7 (1.44%)

MGM

MGM Resorts

$24.49

0.27 (1.11%)

CHRW

C.H. Robinson

$86.95

-0.17 (-0.20%)

YUMC

Yum China

$31.54

0.34 (1.09%)

HLF

Herbalife Nutrition

$54.35

0.1 (0.18%)

PAYC

Paycom

$127.67

3.68 (2.97%)

H

Hyatt

$65.54

-0.15 (-0.23%)

VOYA

Voya Financial

$40.79

-0.55 (-1.33%)

CONE

CyrusOne

$53.59

-1.51 (-2.74%)

ZEN

Zendesk

$52.76

-1.36 (-2.51%)

FEYE

FireEye

$16.42

0.01 (0.06%)

NUVA

NuVasive

$61.55

0.53 (0.87%)

WLL

Whiting Petroleum

$34.56

0.35 (1.02%)

OI

Owens-Illinois

$16.46

0.185 (1.14%)

CAKE

Cheesecake Factory

$48.59

0.73 (1.53%)

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FB Facebook
$142.95

0.86 (0.61%)

10/24/18
MACQ
10/24/18
NO CHANGE
Target $190
MACQ
Outperform
Facebook 'top pick' in Large Cap Internet, says Macquarie
Macquarie analyst Benjamin Schachter kept his Outperform rating and $190 price target on Facebook ahead of its Q3 earnings, saying the stock is his "top pick" in the U.S. Large-Cap Internet space with "compelling" risk-reward and likely better than expected usage trends. The analyst adds that the company's monthly active user metric will continue to grow and sees investors being reward if the management "chooses to highlight new metrics that focus on the overall properties and not just Facebook". Schachter also anticipates Facebook's expense guidance to "once again turn out to be conservative".
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.
10/26/18
JPMS
10/26/18
DOWNGRADE
Target $6
JPMS
Underweight
Snap downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Doug Anmuth downgraded Snap (SNAP) to Underweight from Neutral and halved his price target for the shares to $6 from $12. The camera company in premarket trading is down 13%, or 89c, to $6.10. The company last night reported better revenue but its daily active user declines continue, Anmuth tells investors in a post-earnings research note. Daily active users declined sequentially for a second straight quarter, and management guided for further decline in Q4, the analyst points out. He believes it will be challenging for Snap to pull users away from Facebook's (FB) Instagram. Further, it also remains to be seen if the new Android application will deliver a superior user experience, says Anmuth. He expects Facebook and Instagram, with much larger user advertiser bases, "will continue to attract incremental ad dollars in the social media space, making it difficult for Snap to gain meaningful market share."
10/22/18
PIPR
10/22/18
NO CHANGE
Target $200
PIPR
Overweight
Teen survey shows Facebook weakness, Instagram strength, says Piper Jaffray
Piper Jaffray analyst Michael Olson says his firm's 36th semi-annual survey of 8,600 teens shows that Facebook's (FB) Instagram and Snap's (SNAP) Snapchat continue to dominate adoption and that core Facebook use is declining across age cohorts. Further, the data show that Instagram has overtaken Snapchat as the most-used platform by teen monthly active users, and continues to lead social platforms as a channel for brand communication, Olson tells investors in a research note. However, the survey results are mixed for Facebook as the company is best positioned in the mobile-native space, but needs to execute to ensure monetization is strong on new platforms, especially with increasing emphasis on Stories and Messaging, Olson contends. He maintains an Overweight rating on Facebook shares with a $200 price target.
AMGN Amgen
$189.51

1.295 (0.69%)

10/01/18
CANT
10/01/18
INITIATION
Target $223
CANT
Neutral
Amgen initiated with a Neutral at Cantor Fitzgerald
Cantor Fitzgerald analyst Alethia Young started Amgen with a Neutral rating and $223 price target.
10/29/18
PIPR
10/29/18
NO CHANGE
PIPR
Neutral
Piper sees Amgen's Aimovig pressuring Allergan's Botox in near term
Piper Jaffray analyst Christopher Raymond keeps an Overweight rating on Amgen (AMGN) and Neutral rating on Allergan (AGN) after his firm's Overweight based on feedback from a migraine survey fielded by his firm's partner Spherix Global Insights. The analyst is "struck by the progress" Amgen has made just months into Aimovig's launch, specifically on sales coverage, message delivery and overall credibility with physicians. It appears that Allergan's Botox "could be in for some pressure in the near term at the direct hands" of Amgen's Aimovig, Raymond tells investors in a research note titled "Aiming for Aimovig; New Migraine Survey Indicates Aimovig the Star of the Show." Doctors are projecting peak Aimovig share of 49% and 29% for chronic and episodic patients respectively, which infers peak U.S. revenue for the drug at $3.3B, the analyst says. Further, he notes that of the 98 high volume migraine specialists surveyed, 43% versus 29% agreed with the statement: "I am more likely to prescribe Aimovig over Botox due to access to patient assistance program."
09/28/18
WELS
09/28/18
NO CHANGE
WELS
Market Perform
Lilly's migraine treatment approval adds to Teva worries, says Wells Fargo
Wells Fargo analyst David Maris noted that Eli Lilly (LLY) received FDA approval of Emgality for the prevention of migraines and announced a U.S. list price of $6,900 annually, which is in line with Teva's (TEVA) Ajovy and Aimovig from Amgen (AMGN) and Novartis (NVS). Lilly's approval adds to Teva investor worries, said Maris, who sees migraines being a competitive market with similar drugs "where the competitors are marketing powerhouses...and Teva is undergoing a lot of organizational change." He maintains a Market Perform rating on Teva shares.
10/25/18
MSCO
10/25/18
NO CHANGE
Target $212
MSCO
Overweight
Repatha list price cut has benefits for Amgen, says Morgan Stanley
Morgan Stanley analyst Matthew Harrison noted that Amgen announced that it is reducing Repatha's list price by 60%, stating that he believes the new list price of $5,850/year is similar to the current net price for the treatment. He also noted that Amgen management said they anticipate little impact to long-term blended net price, though there could be some volatility in the near-term. Given the current political environment, he sees two key benefits to the strategy, namely that it is "a novel SKU strategy" and second the lower price likely improves a structural headwind since Repatha is largely a Medicare product. Harrison keeps an Overweight rating on Amgen shares.
TMUS T-Mobile
$64.38

-0.52 (-0.80%)

09/25/18
OPCO
09/25/18
NO CHANGE
Target $24
OPCO
Outperform
CenturyLink CFO departure raises concerns, says Oppenheimer
Oppenheimer analyst Timothy Horan notes CenturyLink (CTL) has announced that CFO Sunit Patel will depart as of September 28th to join T-Mobile (TMUS) to lead the Sprint (S)/T-Mobile merger and integration efforts. The analyst expects weakness in CenturyLink's stock, as investors will likely be concerned with synergy realization after Patel's departure. While Horan says his departure is disappointing, he believes CenturyLink has a deep management bench, and Jeff Storey, CEO, will continue to be the driving force behind restructuring and expense reductions at the company. He reiterates an Outperform rating and $24 price target on the shares.
09/27/18
GUGG
09/27/18
NO CHANGE
Target $85
GUGG
Buy
T-Mobile price target raised to $85 from $80 at Guggenheim
Guggenheim analyst Mike McCormack raised his price target for T-Mobile to $85 from $80 as he believes it remains well positioned for growth with both a valuation and merger overlay. The analyst believes consensus expectations remain too low for subscriber growth, and expects another strong performance in Q3. In the longer-term, McCormack also thinks the cash and earnings generation power of the fastest growing carrier is underappreciated. He reiterates a Buy rating on the shares.
10/19/18
WELS
10/19/18
NO CHANGE
WELS
Outperform
Wells Fargo raises odds of T-Mobile-Sprint deal closing to 65%-70%
After meeting with some of her regulatory contacts in DC, Wells Fargo analyst Jennifer Fritzsche said her checks indicate that the regulatory review for T-Mobile's (TMUS) planned merger with Sprint (S) "remains fairly drama free thus far." The FCC review appears to be continuing to proceed as expected, while most contacts she spoke with indicated there does not seem to be any "chatter" coming out of DOJ, Fritzsche tells investors. Following the talks, she is increasing her view of the odds of the deal closing to 65%-70%. Fritzsche has an Outperform rating on T-Mobile and Market Perform rating on Sprint.
10/29/18
WELS
10/29/18
NO CHANGE
Target $82
WELS
Outperform
T-Mobile price target raised to $82 from $77 at Wells Fargo
Wells Fargo analyst Jennifer Fritzsche raised her price target for T-Mobile (TMUS) to $82 from $77 as she is incrementally more positive on the shares into Q3. The analyst expects T-Mobile's subscriber momentum to continue in Q3, as it will likely lead the industry again in postpaid net adds and top-line growth. In addition, his recent DC checks make her more confident that the Sprint (S)-T-Mobile merger will be approved. As a result, Fritzsche is raising her probability of deal approval to 70% from 60% prior. The analyst reiterates an Outperform rating on T-Mobile's shares.
APC Anadarko
$55.72

-0.14 (-0.25%)

09/27/18
PIPR
09/27/18
INITIATION
PIPR
Overweight
Anadarko assumed with an Overweight at Piper Jaffray
Piper Jaffray analyst Ryan Todd assumed coverage of Anadarko with an Overweight rating and a $85 price target.
09/18/18
STFL
09/18/18
INITIATION
Target $40
STFL
Buy
Western Gas Equity initiated with a Buy at Stifel
Stifel analyst Selman Akyol initiated Western Gas Equity (WGP) with a Buy rating and a price target of $40, anticipating a "simplification transaction" with Western Gas Partners (WES) based on its higher yield. The analyst adds that the transaction would remove the Incentive Distribution Rights, or IDR, cash flows while also citing Western Gas Partners' exposure to the DJ and Permian Basins through its sponsorship arrangement with Anadarko (APC). Akyol further notes that his preference for investors is with Western Gas Partners based on its premium potential in a simplification deal.
10/23/18
WELS
10/23/18
UPGRADE
WELS
Outperform
Anadarko upgraded to Outperform from Market Perform at Wells Fargo
08/29/18
LEHM
08/29/18
INITIATION
Target $77
LEHM
Overweight
Anadarko initiated with an Overweight at Barclays
Barclays analyst Jeanine Wai started Anadarko Petroleum with an Overweight rating and $77 price target. The analyst initiated coverage of eight large-cap and three smid-cap Exploration & Production companies in the North America oil & gas industry with a Positive view. Increased capital discipline, technology-driven efficiency gains, "fortified" balance sheets and a supportive oil price outlook should drive improving shareholder returns and stock price performance, Wai tells investors in a research note.
EA Electronic Arts
$92.57

1.39 (1.52%)

10/29/18
10/29/18
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. Electronic Arts (EA) downgraded to Sector Weight from Overweight at KeyBanc with analyst Evan Wingren saying he expects negative estimate revisions, and has diminished confidence in the pipeline, which is likely to continue to limit valuation expansion in the near-term. 2. Colgate-Palmolive (CL) downgraded to Underweight from Neutral at JPMorgan with analyst Andrea Teixeira saying she sees the company's "weak growth" continuing amid intense competition and cost challenges. 3. Palo Alto Networks (PANW) downgraded to Hold from Buy at Summit Insights. 4. Western Digital (WDC) downgraded to Hold from Buy at Loop Capital with analyst Ananda Baruah saying his work on the company's Q3 results has led to a conclusion that NAND memory average selling price declines could "exacerbate entering January" and believes that consensus view on the company's FY19 EPS remains too high. 5. Avangrid (AGR) downgraded to Neutral from Buy at Goldman Sachs with analyst Michael Lapides saying his revised earnings estimates now imply "significant downside risk" to company guidance and consensus numbers, especially for 2020. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/29/18
KEYB
10/29/18
DOWNGRADE
KEYB
Sector Weight
Electronic Arts downgraded to Sector Weight from Overweight at KeyBanc
10/25/18
RHCO
10/25/18
NO CHANGE
Target $116
RHCO
Buy
Electronic Arts price target lowered to $116 from $140 at SunTrust
SunTrust analyst Matthew Thornton lowered his price target on Electronic Arts to $116 ahead of its Q2 earnings next week, also lowering his FY19 EPS view to $4.69 from $4.75 and FY20 to $5.23 from $5.31. The analyst cites FX headwinds and more conservative outlook for the company's FIFA and Battlefield videogame sales, adding that the buy-side sentiment on the stock is also more negative than the sell-side amid execution concerns for the company. Longer term, Thornton keeps his Buy rating on Electronic Arts to reflect its attractive 16.9-times forward free cash flow multiple.
10/29/18
10/29/18
DOWNGRADE

Sector Weight
Electronic Arts downgraded to Sector Weight on lack of catalysts at KeyBanc
As previously reported, KeyBanc analyst Evan Wingren downgraded Electronic Arts to Sector Weight from Overweight as visibility remains low. The analyst expects negative estimate revisions, and has diminished confidence in the pipeline, which is likely to continue to limit valuation expansion in the near-term. Wingren sees long-term value, but the lack of positive catalysts and execution concerns ultimately outweigh it and positive long-term thematic drivers of the industry, over the next 12 months.
EBAY eBay
$27.12

0.31 (1.16%)

10/23/18
RBCM
10/23/18
DOWNGRADE
RBCM
Sector Perform
eBay downgraded to Sector Perform from Outperform at RBC Capital
10/23/18
RBCM
10/23/18
DOWNGRADE
Target $34
RBCM
Sector Perform
eBay downgraded to Sector Perform at RBC Capital on negative PayPal disclosures
As reported earlier, RBC Capital analyst Mark Mahaney downgraded eBay (EBAY) to Sector Perform from Outperform and lowered his price target to $34 from $47. The analyst cites the disclosures by PayPal (PYPL) on its Q3 earnings call last week that its eBay Marketplaces Total Payment Volume growth decelerated to 3.4% from 5.7% in Q2 and from 8% in FY17. Mahaney adds that PayPal also anticipates that softness to persist and also expects eBay's transition to intermediate payments through the Adyen partnership to be "slower than anticipated".
10/23/18
RHCO
10/23/18
NO CHANGE
Target $32
RHCO
Hold
eBay price target lowered to $32 from $38 at SunTrust
SunTrust analyst Youssel Squali lowered his price target on eBay (EBAY) to $32 and kept his Hold rating ahead of its Q3 earnings, saying his estimates are now below consensus in terms of the expected PayPal (PYPL) gross merchandise volume growth deceleration. The analyst adds that the mid-to-high end of the company's current FY18 guidance implies Marketplace GMV acceleration in the second half of 2018, which may be "hard to achieve", while also citing the findings of his "proprietary tracking of promotional cadence".
10/23/18
10/23/18
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. eBay (EBAY) downgraded to Sector Perform from Outperform at RBC Capital with analyst Mark Mahaney citing the disclosures by PayPal (PYPL) on its Q3 earnings call last week that its eBay Marketplaces Total Payment Volume growth decelerated to 3.4% from 5.7% in Q2 and from 8% in FY17. 2. Dish (DISH) downgraded to Underperform from Neutral at Macquarie with analyst Amy Young saying the path to monetization is less compelling and questions the Dish's next steps as 2020 nears. 3. Summit Hotel Properties (INN) and Extended Stay America (STAY) were downgraded to Neutral from Buy at BofA/Merrill. 4. Liberty Oilfield Services (LBRT) downgraded to Neutral from Buy at Citi. 5. Melco Resorts & Entertainment (MLCO) downgraded to Outperform from Buy at CLSA. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
OKE Oneok
$62.80

-0.45 (-0.71%)

10/12/18
10/12/18
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. Molina Healthcare (MOH) downgraded to Hold from Buy at Jefferies with analyst David Windley citing valuation. 2. Genesee & Wyoming (GWR) downgraded to Neutral from Overweight at JPMorgan with analyst Brian Ossenbeck saying the stock is up 20% since the Q4 of 2017 earnings as management completed divesting the majority of the failed European acquisition and opportunistically repurchased 3% of the shares outstanding. 3. Oneok (OKE) downgraded to Equal Weight from Overweight at Barclays. 4. Alder Biopharmaceuticals (ALDR) downgraded to Neutral from Buy at Mizuho with analyst Difei Yang saying she sees limited catalysts between an anticipated biologics license application submission in Q1 of 2019 and commercial launch expected in 2020. 5. Veon (VEON) downgraded to Neutral from Buy at Goldman Sachs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/16/18
JEFF
10/16/18
UPGRADE
Target $77
JEFF
Buy
Oneok upgraded to Buy from Hold at Jefferies
Jefferies analyst Christopher Sighinolfi upgraded Oneok to Buy with an unchanged price target of $77.
10/19/18
GHSC
10/19/18
UPGRADE
GHSC
Buy
Oneok upgraded to Buy from Neutral at Seaport Global
10/19/18
10/19/18
UPGRADE
Target $75

Buy
Oneok upgraded to Buy at Seaport Global
As previously reported, Seaport Global upgraded Oneok to Buy from Neutral and raised its price target to $75 from $73 following the strong Q3 report and guidance. Analyst Sunil Sibal sees increased visibility to dividend growth from the announcement of accretive growth projects, expects continued tightness in NGL infrastructure which should result in higher NGL prices, and the spread between Belvieu to Conway to remain wide.
CXO Concho Resources
$135.54

4.66 (3.56%)

10/24/18
WELS
10/24/18
INITIATION
Target $209
WELS
Outperform
Concho Resources resumed with an Outperform at Wells Fargo
Wells Fargo analyst Nitin Kumar resumed Concho Resources with an Outperform rating and $209 price target. Poised to enter ''manufacturing mode'' that focuses on large scale developments targeting longer laterals and multiple zones, the analyst believes the company can deliver peer leading absolute and debt-adjusted production and cash flow growth. Further, he sees the stock trading at a historically low premium to peers on consensus two-year forward EV/EBITDA, which makes it an attractive entry point into one of the "strongest asset portfolios in the Permian."
10/05/18
JEFF
10/05/18
NO CHANGE
Target $203
JEFF
Buy
Jefferies boosts Concho target to $203, says 'derate won't last'
Jefferies analyst Mark Lear says that despite "bulking up" in the core of the Permian, shares of Concho Resources have "derated by two turns" relative to the Jefferies Exploration & Production peer group. The move lower "vastly undervalues" the company's long-term growth and free cash flow generation potential, Lear tells investors in a research note titled "Permian Derate Won't Last." The analyst keeps a Buy rating on Concho Resources and boosted his price target for the shares to $203 from $201.
09/27/18
PIPR
09/27/18
INITIATION
PIPR
Overweight
Concho Resources assumed with an Overweight at Piper Jaffray
Piper Jaffray analyst Ryan Todd assumed coverage of Concho Resources with an Overweight rating and a $193 price target.
10/29/18
JPMS
10/29/18
NO CHANGE
Target $188
JPMS
Overweight
Concho Resources price target raised to $188 from $180 at JPMorgan
In a pre-earnings research note titled "Thoughts on the Looming 2019 Guide; Time to Buy the Clarity,"JPMorgan analyst Arun Jayaram raised his price target for Concho Resources to $188 from $180 and keeps an Overweight rating on the shares. The analyst believes the company is contemplating a shift on its business model that will not only emphasize "robust" oil growth on a debt-adjusted basis, but also a greater focus on free cash flow generation and cash return to shareholders. He expects Concho to formalize details on this "evolutionary shift" in its business model on the Q3 earnings call.
VRSK Verisk Analytics
$115.63

1.19 (1.04%)

08/02/18
08/02/18
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. Hanesbrands (HBI) downgraded to Equal Weight from Overweight at Barclays with analyst Chethan Mallela saying he sees a lack of visibility into the second half of the year following the company's Q2 results. 2. Royal Dutch Shell (RDS.A) downgraded to Equal Weight from Overweight at Morgan Stanley. 3. Verisk Analytics (VRSK) downgraded to Market Perform from Outperform at Keefe Bruyette with analyst Arash Soleimani citing valuation. 4. People's Utah Bancorp (PUB) downgraded to Market Perform at Raymond James with analyst David Long citing valuation. 5. Wendy's (WEN) downgraded to Neutral ahead of Q2 report at Kalinowski with analyst Mark Kalinowski saying his checks indicate July same-store-sales are trending below the +1.5% level and were the worst checks since February 2012. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/22/18
02/22/18
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. Palo Alto Networks (PANW) upgraded to Buy from Neutral at Cleveland Research with the firm saying it's channel partner checks indicate favorable revenue/billings growth in the low-20% range, versus high teens previously, and the product refresh could be a source of upside with increased hardware growth. 2. Verisk Analytics (VRSK) upgraded to Overweight from Neutral at JPMorgan with analyst Andrew Steinerman saying he believes sustainable high-single-digit organic revenue growth is "back in sight" following last night's "strong" fourth quarter results. 3. Tesaro (TSRO) upgraded to Outperform from In Line at Evercore ISI with analyst Steven Breazzano saying he believes the stocks' valuations are now attractive on a long-term basis following their pullbacks. 4. Clovis (CLVS) was upgraded to Outperform from In Line at Evercore ISI and to Outperform from Sector Perform at RBC Capital. 5. Wolverine World Wide (WWW) upgraded to Buy from Neutral at DA Davidson with analyst Andrew Burns saying the company is positioned for accelerating growth following a multi-year restructuring. 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
KBWI
08/02/18
DOWNGRADE
Target $118
KBWI
Market Perform
Verisk Analytics downgraded to Market Perform from Outperform at Keefe Bruyette
Keefe Bruyette analyst Arash Soleimani downgraded Verisk Analytics to Market Perform while raising his price target for the shares to $118 from $115. The analyst raised his estimates following the company's Q2 results but downgraded the stock on valuation. He notes the shares are up 20% year-to-date and 32% over the last 12 months.
10/23/18
BOFA
10/23/18
INITIATION
Target $125
BOFA
Neutral
Verisk Analytics reinstated with a Neutral at BofA/Merrill
BofA/Merrill analyst Gary Bisbee reinstated coverage on Verisk Analytics with a Neutral and $100 price target telling investors risk/reward is balanced.
FLT FleetCor
$183.35

0.31 (0.17%)

08/06/18
MSCO
08/06/18
NO CHANGE
MSCO
Boeing, Tesla, Nvidia make Morgan Stanley 'key man risk' list
Morgan Stanley equity strategist Mark Savino noted that about 12% of CEO jobs among S&P 500 companies turned over in 2017, noting that this was the highest level of CEO departures since before the financial crisis. The 59 stocks of S&P 500 companies that had CEOs depart in 2017 underperformed the market by 11% over the next 12 months, or since the departure for instances that were less than 12 months ago, noted Savino. In cooperation with the firm's U.S. analysts, Savino and his team identified the companies in each sector they believe face the greatest level of "key man risk," which includes: Boeing (BA), Tesla (TSLA), ADT Inc. (ADT), Moody's (MCO), TransUnion (TRU), Arista Networks (ANET), Church & Dwight (CHD), Coca-Cola (KO), Monster Beverage (MNST), Coupa Software (COUP), Salesforce (CRM), FireEye (FEYE), MongoDB (MDB), Microsoft (MSFT), New Relic (NEWR), XPO Logistics (XPO), Hilton (HLT), Las Vegas Sands (LVS), Best Buy (BBY), Ulta (ULTA), Aflac (AFL), Athene Holding (ATH), Lincoln National (LNC), Arthur J. Gallagher (AJG), Chubb (CB), Amazon.com (AMZN), Activision Blizzard (ATVI), Facebook (FB), Alphabet (GOOGL), Apple (AAPL), Terex (TEX), Cleveland-Cliffs (CLF), Freeport McMoRan (FCX), FleetCor (FLT), Global Payments (GPN), Square (SQ), Jazz Pharmaceuticals (JAZZ), Cheesecake Factory (CAKE), Broadcom (AVGO), Nvidia (NVDA), Chegg (CHGG), DXC Technology (DXC), Medidata (MDSO), Pluralsight (PS), RealPage (RP), Shopify (SHOP) and T-Mobile (TMUS).
07/19/18
MSCO
07/19/18
NO CHANGE
MSCO
Morgan Stanley upgrades Payments and Processing industry to Attractive
Morgan Stanley analyst James Faucette upgraded his view of the Payments and Processing industry to Attractive, citing the firm's U.S. Strategy Team's call for rotation out of Technology and his view that Payments will be seen as an attractive option for investors looking to become more defensive. Investors underappreciate the resilience of consumer spending and Faucette sees the potential for his Payments coverage market-cap weighted earnings growth to accelerate organically to 15% over 2018-2020 from 11% growth over the last three years, he tells investors. In the group, the firm has Overweight ratings on Visa (V), MasterCard (MA), PayPal (PYPL), GreenSky (GSKY), Worldpay (WP) and FleetCor (FLT). Morgan Stanley has Underweight ratings on Western Union (WU) and On Deck Capital (ONDK), having downgraded On Deck this morning.
09/27/18
DBAB
09/27/18
NO CHANGE
DBAB
Buy
FleetCor could be acquirer of Western Union's B2B business, says Deutsche Bank
Bloomberg yesterday reported that Western Union (WU) is working with an adviser to potentially sell its business-to-business cross-border payments business, and that the unit could fetch $500M. Deutsche Bank analyst Ashish Sabadra believes FleetCor (FLT) could be a potential acquirer given the synergies with its Cambridge B2B cross-border payments. The analyst estimates an acquisition could be $1 accretive to earnings per share 12-18 months post acquisition close, depending on the terms of a deal and the margin potential. More importantly, the deal would significantly enhance FleetCor's market positioning in B2B cross-border payments, Sabadra tells investors in a research note. The analyst thinks a potential accretive acquisition could provide upside to 2019 estimates. He keeps a Buy rating on FleetCor.
09/06/18
DBAB
09/06/18
NO CHANGE
Target $25
DBAB
Buy
Travelport should sell eNett in near future, says Deutsche Bank
eNett could be valued at $1B and Travelport (TVPT) could use the proceeds from a divestiture for an accelerated share repurchase or potentially lower the equity required to take the company private, Deutsche Bank analyst Ashish Sabadra tells investors in a research note. The analyst believes Travelport is not being valued on a sum-of-the-parts basis and that it is not given credit for the accelerated growth in eNett. Given the "rich valuation for high-growth payment assets," Travelport should sell eNett in the near future, Sabadra contends. The analyst believes an acquisition of eNett could potentially complement Wex's (WEX) Travel and Corporate payments offering and could also be synergistic with Fleetcor's (FLT) corporate payment business. Sabadra has a Buy rating on Travelport with a $25 price target.
MXIM Maxim Integrated
$49.24

0.7 (1.44%)

10/18/18
GSCO
10/18/18
UPGRADE
Target $305
GSCO
Conviction Buy
Semi re-stack puts Nvidia on Goldman Conviction List with 25% upside
Goldman Sachs analyst Toshiya Hari this morning added Buy-rated Nvidia (NVDA) to his firm's Conviction List while lowering his price target for the shares to $305 from $324. The stock in morning trading is up 85c to $243.91. Following a "significant correction" in the stock's valuation, the analyst expects Nvidia's "idiosyncratic growth drivers," like its product cycle in Gaming and potential share gains in Data Center, to drive share outperformance. While lowering his January quarter earnings per share estimate to $1.90 from $2.28 to reflect potential volume and average selling price weakness in the Gaming business, Hari recommends investors to buy the stock at current levels with his long-term thesis intact. He sees potential upside of 25% for Nvidia shares. Positive earnings revisions post the Q3 earnings report should serve as a positive catalyst for the stock, contends the analyst. Putting Nvidia on his firm's Conviction List was part of Hari's rating re-stack in the Semiconductors sector. Also this morning, the analyst downgraded both Analog Devices (ADI) and Maxim Integrated Products (MXIM) to Sell from Neutral, downgraded Teradyne (TER) to Neutral from Buy, upgraded both Keysight Technologies (KEYS) and NXP Semiconductors (NXPI) to Buy from Neutral, and upgraded Texas Instruments (TXN) to Neutral from Sell. Hari also maintained a Conviction List Buy rating on Xilinx (XLNX) and a Sell rating on Intel (INTC).
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).
10/18/18
10/18/18
UPGRADE
Target $94

Neutral
Texas Instruments upgraded to Neutral on defensive nature at Goldman Sachs
As previously reported, Goldman Sachs analyst Toshiya Hari upgraded Texas Instruments (TXN) to Neutral from Sell, stating that while he remains guarded on the overall Analog cycle, the stock has proven in the past to be more defensive during industry downturns. While noting that Texas Instruments has historically outperformed Analog Devices (ADI) and Maxim Integrated (MXIM) during periods of decelerating analog industry revenue growth, Hari also this morning downgraded both of the latter two stocks to Sell. Hari also lowered his calendar 2019 and 2020 revenue estimates for TI by 8% and 10%, respectively, and cut his price target on the shares to $94 from $107.
10/18/18
10/18/18
DOWNGRADE

Sell
Analog Devices, Maxim Integrated downgraded to Sell at Goldman Sachs
As previously reported, Goldman Sachs analyst Toshiya Hari downgraded Analog Devices (ADI) and Maxim Integrated (MXIM), both to Sell from Neutral. He cut his Industrial and Automotive revenue estimates for Maxim and sees downside to estimates, leading Hari to lower his price target on the shares to $47 from $56. He also expressed his "guarded view" on the Analog cycle by also reducing Automotive and Industrial estimates for Analog Devices and lowering his price target on its shares to f $81 from $106.
MGM MGM Resorts
$24.49

0.27 (1.11%)

09/10/18
NOMU
09/10/18
NO CHANGE
NOMU
Nomura sees attractive risk/rewards among Macau gaming stocks
Since early June, the Macau gaming stock prices have fallen 20%-30%, with much of the decline over the last five trading days, Nomura Instinet analyst Harry Curtis tells investors in a research note titled with a Billy Ray Valentine quote: "'They're Panicking Out There.'" The group is down to multiples last seen in 2015 when VIP revenues compressed 40%, the analyst points out. He believes the group's risk/reward profiles are as attractive as it was three years ago. Positive comments about gross gaming revenue trends made on Q2 earnings calls "HAVE NOT deteriorated," writes Curtis. He believes Macau gaming stocks should be bought at these levels, especially Melco Resorts & Entertainment (MLCO), MGM Resorts (MGM) and Wynn Resorts (WYNN).
09/14/18
NOMU
09/14/18
NO CHANGE
NOMU
Nomura sees 'vastly different' picture in Macau than stock selloff suggests
Nomura Instinet analyst Harry Curtis says his latest conversations with Macau operators Melco Resorts & Entertainment (MLCO), MGM Resorts (MGM) and Wynn Resorts (WYNN) paint a picture that is "vastly different" from the recent share selloff in the space. The analyst believes quarter-to-date trends through early September "remain strong." Operators have not seen any incremental weakness since reporting Q2 results, Curtis tells investors in a research note. Further, based on recent checks and conversations with management, he believes the strength that Wynn Resorts was seeing when it reported Q2 earnings on August 1 has not deteriorated. The analyst keeps a Buy rating on all three companies.
10/01/18
RHCO
10/01/18
INITIATION
Target $30
RHCO
Hold
MGM Growth assumed with a Hold at SunTrust
SunTrust analyst Barry Jonas assumed MGM Growth (MGP) with a Hold rating and a price target of $30 as part of his broader "U.S. Gaming" coverage transfer research report. The analyst says the company's assets are some of the "highest quality" in the group with "strong coverage and growth pipeline", adding that MGM's (MGM) goal of selling down its stake should also improve its corporate governance concerns. Jonas warns about the company's falling rent coverage in the volatile Las Vegas strip, as well as "upcoming competitive threats in MA and CT" and contends that MGM Growth valuation is fair.
08/21/18
NOMU
08/21/18
NO CHANGE
NOMU
Buy
Room survey suggests 'modest' upside to guidance for MGM, Caesars, says Nomura
Nomura Instinet analyst Harry Curtis said in a research note to investors that while his latest Las Vegas room rate survey shows "mostly negative" y/y trends through October, sequential price momentum, measured by first-to-last call rates, has become more positive for Strip operators for the first time in months. Curtis says the latest survey for Q3 shows y/y rates down 1.2% for MGM (MGM) vs. guidance of down 5%-7% and up 3.6% for Caesars (CZR) vs. guidance of flat to up 2%, suggesting there could be modest upside to Q3 guidance for both MGM and Caesars. The analyst has a Buy rating on both stocks.
CHRW C.H. Robinson
$86.95

-0.17 (-0.20%)

10/17/18
LOOP
10/17/18
INITIATION
Target $107
LOOP
Buy
C.H. Robinson initiated with a Buy at Loop Capital
Loop Capital analyst Jeffrey Kauffman started C.H. Robinson Worldwide with a Buy rating and $107 price target. The company possesses a "significant" scale advantage in the domestic freight brokerage space, nearly three times the size of its closest competitor, Kauffman tells investors in a research note. The analyst thinks C.H. is at the "head of the class" in a marketplace with consistent growth characteristics. He believes the recent selloff in the shares provides an attractive entry point.
08/22/18
WELS
08/22/18
UPGRADE
Target $133
WELS
Outperform
Wells Fargo more positive on truckload brokers, upgrades Landstar to Outperform
Wells Fargo analyst Casey Deak upgraded Landstar System (LSTR) to Outperform from Market Perform and raised his price target for the shares to $133 from $120. The analyst has become more positive on the brokerage space moving into 2019. recent data trends and channel checks with private brokers and carriers suggest the truckload rate environment has seen a top and brokerage players will be less susceptible to gross margin pressure as we move into next year, Deak tells investors in a research note. He believes Landstar's recent success in onboarding and retaining owner operators will support volume growth with sustainable margins while its pure brokerage volumes will see improved profitability. Further, the company remains the largest public provider of flatbed capacity, which continues to see leading growth in rates, Deak tells investors in a research note. The analyst keeps a Market Perform rating on C.H. Robinson (CHRW) but upped his price target for the shares to $97 from $92.
10/15/18
UBSW
10/15/18
NO CHANGE
Target $108
UBSW
Buy
C.H. Robinson a good name to own amid cyclical uncertainty, says UBS
UBS analyst Thomas Wadewitz raised his Q3 estimate for C.H. Robinson to reflect a combination of strength in gross revenue and a modest sequential expansion of NAST gross margin. He continues to believes the company is a good name to own amid cyclical uncertainty. Wadewitz reiterated his Buy rating and $108 price target on C.H. Robinson shares.
10/19/18
CLVD
10/19/18
INITIATION
CLVD
Neutral
C.H. Robinson assumed with a Neutral at Cleveland Research
Cleveland Research analyst Chris Johnson assumed coverage on C.H. Robinson with a Neutral rating saying commentary from brokers is more cautious on regarding the outlook for 2019 truck brokerage.
YUMC Yum China
$31.54

0.34 (1.09%)

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.
08/17/18
OPCO
08/17/18
DOWNGRADE
OPCO
Perform
Yum China downgraded to Perform from Outperform at Oppenheimer
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.
08/02/18
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.
HLF Herbalife Nutrition
$54.35

0.1 (0.18%)

10/11/18
10/11/18
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. JPMORGAN UPGRADES LUMENTUM AFTER SELLOFF: JPMorgan analyst Samik Chatterjee upgraded Lumentum (LITE) to Overweight from Neutral with an unchanged price target of $80. The 19% stock decline from the highs in late August, driven by concerns relative to U.S.-China trade, over-appreciates the "modest risks" for Lumentum, Chatterjee said. He believes this creates an "attractive buying opportunity" to capitalize on the near-term improvement in the earnings outlook. GOLDMAN CUTS HUNTINGTON TO SELL: Goldman Sachs analyst Noah Poponak downgraded Huntington Ingalls Industries (HII) to Sell from Neutral and lowered his price target for the shares to $208 from $220. Poponak said Huntington is now the most expensive stock in his Defense coverage on economic, price-to-earnings and free cash flow yield. The analyst believes the stock could underperform Defense peers in the medium-term given the valuation. JEFFRIES STARTS HERBALIFE WITH A BUY: Jefferies analyst Akshay Jagdale started Herbalife Nutrition (HLF) with a Buy rating and $65 price target. After a period of "muted growth," Herbalife's sales looked poised to accelerate to a more normalized range of 5%-9%, Jagdale believes. He thinks the company should be able to grow at least in line with its total addressable market growth rate of 6%. This, coupled with margin expansion and accretive free cash flow usage, should drive "significant" earnings upside and support a "growth company valuation," Jagdale said. JPMORGAN RAISES PRICE TARGET ON NY TIMES: JPMorgan analyst Alexia Quadrani raised her price target for New York Times (NYT) to $32 and reiterated an Overweight rating on the shares ahead of the company's Q3 results. The analyst said that while quarterly subscriber growth may continue to be volatile, the company's longer-term trends are positive. She expects New York Times' growth to "remain at elevated levels for the foreseeable future." SNAP PRICE TARGET CUT AT GOLDMAN SACHS: Goldman Sachs analyst Heath Terry lowered his price target for Snap (SNAP) to $11 from $17, while reiterating a Buy rating on the shares. With Snap shares down 50% since the company reported Q2 results, beyond the broader weakness in social media, the analyst believes investors are clearly focused on the impact competition is having on the company's user growth, ability to monetize, and capital needs. Terry continues to believe that a Twitter-like (TWTR) turnaround is possible, particularly as the new Android app comes out of Alpha later this quarter. However, it is unlikely that Q3 results will show any signs of that as reported DAUs decline and engagement is negatively impacted by the redesign/competition, he said.
10/09/18
DADA
10/09/18
INITIATION
Target $92
DADA
Buy
Nu Skin initiated with a Buy at DA Davidson
DA Davidson analyst Linda Bolton Weiser initiated Nu Skin (NUS) with a Buy rating and a price target of $92, forecasting a 13% organic sales growth and 24% earnings growth in FY18. The analyst notes the achievements of the company's new CEO and CFO in shifting its focus to customer acquisition through "engaging Platforms that leverage social selling, enabling Products that are demonstrable online, and empowering programs to optimize sales performance." Weiser also points to Nu Skin's attractive valuation at 9.0-times her expected FY19 EBITDA - a discount to Herbalife (HLF) and USANA (USNA) which trade around 11-times.
10/11/18
JEFF
10/11/18
INITIATION
Target $65
JEFF
Buy
Herbalife Nutrition initiated with a Buy at Jefferies
Jefferies analyst Akshay Jagdale started Herbalife Nutrition with a Buy rating and $65 price target. After a period of "muted growth," Herbalife's sales looked poised to accelerate to a more normalized range of 5%-9%, Jagdale tells investors in a research note. He thinks the company should be able to grow at least in line with its total addressable market growth rate of 6%. This, coupled with margin expansion and accretive free cash flow usage, should drive "significant" earnings upside and support a "growth company valuation," Jagdale contends.
10/11/18
10/11/18
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. Sage Therapeutics (SAGE) initiated with an Outperform at Oppenheimer. 2. Herbalife Nutrition (HLF) initiated with a Buy at Jefferies. 3. GreenSky (GSKY) initiated with a Buy at BTIG. 4. Nightstar Therapeutics (NITE) initiated with an Overweight at Cantor Fitzgerald. 5. KLX Energy (KLXE) initiated with a Buy at Gabelli. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
PAYC Paycom
$127.67

3.68 (2.97%)

09/26/18
09/26/18
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. Cabot Oil & Gas (COG) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Devin McDermott saying U.S. natural gas should soon enter a new cycle of structural oversupply and stagnating demand. 2. Manhattan Associates (MANH) downgraded to Hold from Buy at SunTrust with analyst Terry Tillman saying while there was no change in his view of the company's fundamentals, the risk reward on the stock is much more balanced after it "outperformed significantly" since the last earnings report. 3. Lam Research (LRCX) downgraded to Neutral from Buy at UBS. 4. Paycom (PAYC) and Synchrony (SYF) were downgraded to Neutral from Buy at BofA/Merrill. 5. DowDuPont (DWDP) downgraded to Neutral from Buy at Nomura Instinet with analyst Aleksey Yefremov citing his commodity models based on recent changes in chemical prices and margins. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/26/18
BOFA
09/26/18
DOWNGRADE
BOFA
Neutral
Paycom downgraded to Neutral from Buy at BofA/Merrill
10/01/18
ADAM
10/01/18
DOWNGRADE
Target $150
ADAM
Hold
Paycom downgraded to Hold from Buy at Canaccord on valuation
Canaccord analyst David Hynes Jr. downgraded Paycom Software to Hold from Buy, citing valuation. In a research note to investors, the analyst says he believes the stock has "shot out ahead of the fundamentals" to the point where it would not surprise him to see the company "catch its breath" for a period of time, but he notes that this is "by no means an indictment on the firm's strategy or execution." Despite the downgrade, the analyst raised his price target to $150 from $130.
09/26/18
09/26/18
DOWNGRADE

Neutral
Paycom downgraded to Neutral on valuation at BofA/Merrill
As previously reported, BofA/Merrill downgraded Paycom to Neutral from Buy and raised its price target to $160. Analyst Shankar Subramanian now views shares as fairly valued following outperformance year-to-date.
H Hyatt
$65.54

-0.15 (-0.23%)

09/07/18
LBOW
09/07/18
INITIATION
Target $99
LBOW
Buy
Hyatt initiated with a Buy at Longbow
Longbow analyst Alton Stump initiated Hyatt with a Buy and $99 price target given accelerating RevPAR growth, impressive net room count growth, and favorable economic landscape.
10/09/18
BOFA
10/09/18
NO CHANGE
BOFA
Hyatt removed from US 1 List at BofA/Merrill
10/16/18
RAJA
10/16/18
NO CHANGE
Target $85
RAJA
Outperform
Hyatt to-be-acquired brands 'a natural fit' with portfolio, says Raymond James
Raymond James analyst William Crow said he believes the Hyatt's deal for the Two Roads Hospitality brands is a natural fit for the company's focus on the high-end traveler, advance Hyatt's transition to an asset-lighter model and provide an additional lever for unit growth in Asia. However, other developments announced at the time of he deal weren't as positive, said Crow, who views the departure of CFO Pat Grismer as a loss for the company and noted that the company made a modest reduction in 2018 EBITDA guidance due to foreign exchange headwinds. Crow, who lowered his price target on Hyatt shares to $85 from $89, keeps an Outperform rating on the stock.
10/22/18
COWN
10/22/18
INITIATION
COWN
Market Perform
Hyatt initiated with a Market Perform at Cowen
Cowen analyst Kevin Kopelman initiated Hyatt with a Market Perform rating and $75 price target.
VOYA Voya Financial
$40.79

-0.55 (-1.33%)

06/20/18
06/20/18
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. Tableau (DATA) initiated with a Neutral at Susquehanna. 2. Voya Financial (VOYA) reinstated with a Neutral at Goldman Sachs. 3. RBC Bearings (ROLL) initiated with a Hold at SunTrust. 4. Castlight Health (CSLT) initiated with an Outperform at William Blair. 5. CommScope (COMM) initiated with a Neutral 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.
06/20/18
GSCO
06/20/18
INITIATION
Target $60
GSCO
Neutral
Voya Financial reinstated with a Neutral at Goldman Sachs
Goldman Sachs analyst Alex Scott reinstated coverage of Voya Financial with a Neutral rating and $60 price target. The analyst expects margin expansion over the next 12 months but believes this is largely reflected in consensus estimates and the stock's current valuation. A shifting focus towards growth provides less upside for earnings revisions, the analyst contends.
06/08/18
LEHM
06/08/18
INITIATION
Target $55
LEHM
Equal Weight
Voya Financial reinstated with an Equal Weight at Barclays
Barclays analyst Jay Gelb reinstated coverage of Voya Financial with an Equal Weight rating and $55 price target.
07/11/18
SBSH
07/11/18
NO CHANGE
SBSH
Neutral
Citi questions if Athene Holding shares can ever outperform
Citi analyst Suneet Kamath keeps a Neutral rating on Athene Holding in a research note titled "If ATH Can't Outperform in the Current Environment, Can it Ever?" The stock should be outperforming in the current environment given its "continued capital optionality," upside potential from the Voya Financial (VOYA) deal and a "benign" credit environment, Kamath tells investors in a research note. The analyst adds: "The fact that it is not raises the question: can it ever?" Kamath estimates Athene's tax rate advantage has gone from 20-21 points to 5-6 points. He also believes the company's offshore strategy might soon be replicated "by yet another company," creating more competition in the market and among investors. Kamath sees more attractive opportunities elsewhere in the Insurance space.
CONE CyrusOne
$53.59

-1.51 (-2.74%)

08/02/18
MUFG
08/02/18
NO CHANGE
Target $68
MUFG
Overweight
CyrusOne price target raised to $68 from $58 at MUFG
MUFG analyst Stephen Bersey raised his price target for CyrusOne (CONE) to $68 from $58 following a "strong" quarter. The analyst thinks CyrusOne performed well in the quarter, and calls attention to its record bookings with material contributions from the partnership with Chinese data center partner GDS (GDS) in the form of 10MW in leases signed from Chinese hyperscale tenants. Bersey reiterates an Overweight rating on CyrusOne shares.
08/07/18
RBCM
08/07/18
NO CHANGE
Target $73
RBCM
Sector Perform
CyrusOne price target raised to $73 from $59 at RBC Capital
RBC Capital analyst Jonathan Atkin raised his price target on CyrusOne to $73 and kept his Sector Perform rating after its Q2 results, saying that while it missed on the top-line, its leasing business outperformed expectations. The analyst states that his new price target is also driven by the roll forward impact of his discounted cash flow valuation model.
08/14/18
MUFG
08/14/18
NO CHANGE
Target $68
MUFG
Overweight
CyrusOne to 'successfully' address new demand vectors, says MUFG
MUFG analyst Stephen Bersey kept his Overweight rating and $68 price target on CyrusOne, saying his recent meetings with the CEO Gary Wojtaszek added to his confidence in the company's ability to address new demand vectors in AI and autonomous cars. The analyst adds that he also has new insight into CyrusOne's demand drivers that should accelerate its total addressable market expansion over the next several years.
09/20/18
BREN
09/20/18
INITIATION
Target $64
BREN
Hold
CyrusOne initiated with a Hold at Berenberg
Berenberg analyst Nate Crossett started CyrusOne with a Hold rating and $64 price target.
ZEN Zendesk
$52.76

-1.36 (-2.51%)

10/15/18
PIPR
10/15/18
NO CHANGE
Target $72.5
PIPR
Overweight
Zendesk pullback a buying opportunity ahead of results, says Piper Jaffray
Piper Jaffray analyst Alex Zukin views the 13% pullback in shares of Zendesk this month as a buying opportunity ahead of the company's Q3 results on October 30. The analyst sees "no shift in fundamentals" and continues to view Zendesk as one of the best positioned companies to catalyze the digital transformation of customer experience. Channel checks suggest another healthy enterprise quarter, with increasing confidence as the company continues to execute on a "robust" second half of 2018 pipeline, Zukin tells investors in a research note. He reiterates an Overweight rating on the shares with a $72.50 price target.
10/08/18
DBAB
10/08/18
INITIATION
DBAB
Buy
Zendesk initiated with a Buy at Deutsche Bank
Deutsche Bank analyst Michael Turrin initiated Zendesk with a Buy rating and $85 price target, and called the stock a top SMID-Cap pick.
10/10/18
KEYB
10/10/18
NO CHANGE
KEYB
Shopify, Salesforce should be bought on October pullback, says KeyBanc
KeyBanc analyst Brent Bracelin notes that the 55 largest SaaS stocks had an incredible run through the end of Q3, as the group benefited from robust secular tailwinds and multiple expansion with forward EV/S levels increasing by two full turns above the five-year average. That said, the "Big Chill" has quickly set in during the first nine days of October as the group is down 11% this month and 21% from the highs, on average, he adds. The analyst has identified eight high-quality SaaS stocks that he would buy on the October pullback based on attractive risk-reward and growth profiles looking out into 2020, namely Shopify (SHOP), Salesforce (CRM), Twilio (TWLO), Wix.com (WIX), Zendesk (ZEN), BlackLine (BL), Avalara (AVLR), and Mindbody (MB).
10/01/18
JEFF
10/01/18
INITIATION
Target $82
JEFF
Buy
Zendesk initiated with a Buy at Jefferies
Jefferies analyst Samad Samana started Zendesk with a Buy rating and $82 price target. Zendesk has established itself as one of the category leaders in the $8B customer service applications software market, Samana tells investors in a research note. He believes sustainable greater than 30% revenue growth through 2020 should allow the company to reach $1B of revenue.
FEYE FireEye
$16.42

0.01 (0.06%)

10/05/18
OPCO
10/05/18
NO CHANGE
Target $22
OPCO
Outperform
FireEye's Cyber Defense Summit 'well attended,' says Oppenheimer
Oppenheimer analyst Shaul Eyal maintained an Outperform rating and $22 price target on FireEye following the company's Cyber Defense Summit. Eyal tells investors in a research note that the event was "well attended" and he remains attracted to FireEye's longer-term product strategy with Helix as well as its existing opportunity with spoke products such as Endpoint and Email Security where it has continued to expand capabilities up the stack.
10/18/18
BARD
10/18/18
INITIATION
Target $22
BARD
Outperform
FireEye initiated with an Outperform at Baird
Baird analyst Jonathan Ruykhaver last night initiated coverage of FireEye with an Outperform rating and $22 price target. The analyst says that while the company's turnaround story "seems to be stuck in second gear," he believes in the vision laid out by management around an automated platform for detection, response and remediation. Further, the recent collaboration with Google somewhat validates the bull thesis that threat intelligence from Mandiant is differentiated and should drive sales when integrated into product, the analyst contends. He calls FireEye a top pick in Security and Infrastructure Software.
10/29/18
JPMS
10/29/18
NO CHANGE
JPMS
JPMorgan lists potential Software takeover targets after Red Hat deal
The volume of acquisitions in Software appears to be picking up with over 70 transactions announced year-to-date including last night's Red Hat (RHT) takeover by IBM (IBM), JPMorgan analyst Sterling Auty tells investors in a research note. The analyst puts the deals announced this year into three buckets: strategic, where the acquirer looks to gain a strong foothold in a new segment, vertical acquiring companies, and valuation, with acquirers going after assets with discounted valuations. Auty sees number of companies fitting those same characteristics across his coverage universe. In the strategic category, the analyst sees Okta (OKTA), Palo Alto Networks (PANW), ServiceNow (NOW), RingCentral (RNG), Aspen Technology (AZPN) and DocuSign (DOCU) as potential acquisition targets. In the vertical industry exposure category, Auty lists Guidewire (GWRE), Veeva (VEEV), Medidata (MDSO), Ellie Mae (ELLI) and Q2 Holdings (QTWO) as potential targets. And in the attractive valuation bucket, the analyst sees FireEye (FEYE), Carbon Black (CBLK), Secureworks (SCWX), Akamai (AKAM) and LogMeln (LOGM) as potential candidates to get acquired.
10/17/18
BARD
10/17/18
INITIATION
BARD
Outperform
FireEye initiated with an Outperform at Baird
NUVA NuVasive
$61.55

0.53 (0.87%)

10/19/18
PIPR
10/19/18
NO CHANGE
Target $75
PIPR
Overweight
Piper remains buyer of NuVasive despite near term uncertainty
Piper Jaffray analyst Matt O'Brien says he remains a buyer of NuVasive after the company appointed Chris Berry as CEO. The analyst believes Berry's appointment is a "solid decision given his extensive med-tech experience and strong operational skill set." However, negatives from this morning were lack of guidance reiteration and news that Skip Kiil, head of the Global Commercial organization is leaving. Net net, today's disclosures raise some near term uncertainty, O'Brien tells investors in a research note. However, he believes NuVasive remains in the midst of a meaningful new product cycle, which he expects to continue to yield solid financial results. The analyst keeps an Overweight rating on the shares with a $75 price target.
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).
10/19/18
NEED
10/19/18
NO CHANGE
Target $80
NEED
Buy
NuVasive selloff on CEO change a buying opportunity, says Needham
While this morning's CEO change came as a surprise given that Greg Lucier has only been at the helm for less than four news, new CEO Chris Barry's experience with robotics, acquisitions, and commercial expansion make him "well-equipped" to run NuVasive, Needham analyst Mike Matson tells investors in a research note. After speaking to management, the analyst believes Lucier stepping down is a voluntary move, which he thinks is supported by the fact that the executive is maintaining his position as Chairman. NuVasive, however, did not reiterate its guidance in today's announcement and as a result, investors are assuming the company misses and/or lowers its 2018 guidance, Matson says. While this could "clearly occur," today's selloff makes the shares "sufficiently de-risked," the analyst contends. He's a buyer on today's weakness and keeps a Buy rating on NuVasive with an $80 price target.
10/17/18
NEED
10/17/18
NO CHANGE
Target $80
NEED
Buy
NuVasive price target raised to $80 from $67 at Needham
Needham analyst Mike Matson raised his price target on NuVasive to $80 and kept his Buy rating, saying he has increased confidence in its outlook. The analyst cites the company's "new products, improved biologics growth, easing comps, and vertical integration" that should allow it to see revenue and earnings growth in the second half of 2018 and in 2019. Matson also notes that comps should get "progressively easier" for the rest of the year due to the impact of last year's severe hurricanes, billings issues in the Clinical Services unit, and spine market slowdown.
WLL Whiting Petroleum
$34.56

0.35 (1.02%)

10/23/18
WELS
10/23/18
UPGRADE
WELS
Outperform
Whiting Petroleum upgraded to Outperform from Market Perform at Wells Fargo
10/08/18
SOCO
10/08/18
DOWNGRADE
SOCO
Equalweight
Whiting Petroleum downgraded to Equalweight from Overweight at Capital One
Capital One analyst Brian Velie downgraded Whiting Petroleum to Equalweight and trimmed his price target to $54 from $55. Velie increased his decline rate assumptions for Williston and Niobrara which resulted in a volume decline and a FY19 percent oil mix estimate to 66% from 69%.
10/02/18
OPCO
10/02/18
INITIATION
OPCO
Outperform
Whiting Petroleum initiated with an Outperform at Oppenheimer
Oppenheimer analyst Tim Rezvan initiated Whiting Petroleum with an Outperform rating and $67 price target. The analyst called Whiting Petroleum a Top Pick based on conviction, citing new management, a good operating environment in North Dakota, and balance sheet concerns largely being behind the company.
10/24/18
WELS
10/24/18
UPGRADE
Target $67
WELS
Outperform
Whiting Petroleum upgraded to Outperform at Wells Fargo
As previously reported, Wells Fargo analyst Gordon Douthat upgraded Whiting Petroleum to Outperform from Market Perform and raised his price target on the shares to $67 from $53. The analyst believes that Whiting represents a differentiated investment proposition in the Smaller Mid cap space, providing investors exposure to an improving oil resource base in the Williston, with an opportunity for cash returns to shareholders through the company's best-in-class free cash yield, which is supported by top-tier debt-adjusted cash flow per share growth.
OI Owens-Illinois
$16.46

0.185 (1.14%)

05/04/18
BOFA
05/04/18
NO CHANGE
BOFA
Jeld-Wen, Owens-Illinois removed from Endeavor List at BofA/Merrill
04/26/18
DBAB
04/26/18
UPGRADE
Target $26
DBAB
Buy
Owens-Illinois upgraded to Buy from Hold at Deutsche Bank
Deutsche Bank analyst Debbie Jones upgraded Owens-Illinois to Buy with an unchanged price target of $26. The stock has fallen 20% since the recent peak of $25.6/share in mid-October 2017, Jones tells investors in a research note. The analyst views the company's Q1 results as in-line and sees a "pathway to margin expansion in the back half of the year that should be rewarded, if O-I can execute." She thinks the magnitude of the pullback in shares is overdone.
04/25/18
SBSH
04/25/18
NO CHANGE
Target $29
SBSH
Buy
Owens-Illinois selloff creates entry point, says Citi
Citi analyst Anthony Pettinari says the post-earnings selloff yesterday in shares of Owens-Illinois creates an entry point. He lowered his price target for the shares to $29 from $30 and keeps a Buy rating on the name. The company's underlying business trends are "quite positive" and the current valuation is attractive, Pettinari tells investors in a research note.
04/25/18
BOFA
04/25/18
DOWNGRADE
Target $27
BOFA
Neutral
Owens-Illinois downgraded to Neutral from Buy at BofA/Merrill
BofA/Merrill analyst George Staphos downgraded Owens-Illinois to Neutral and cut the price target to $27 from $30. The analyst said the company reported a "good" Q1 report but his thesis has played out and shares have regained the to the low-to-mid $20s recently. Further, management comments indicate glass pricing strength has already been realized and the Asia Pacific turnaround is progressing more slowly than anticipated, Staphos wrote in a note to investors.
CAKE Cheesecake Factory
$48.59

0.73 (1.53%)

10/18/18
GDHS
10/18/18
INITIATION
GDHS
Hold
Cheesecake Factory initiated with a Hold at Gordon Haskett
Gordon Haskett analyst Jeff Farmer initiated Cheesecake Factory with a Hold rating and $53 price target, saying he sees a "continued tug of war" between market share gains and outsized wage rate inflation exposure.
10/24/18
LOOP
10/24/18
INITIATION
LOOP
Hold
Cheesecake Factory initiated with a Hold at Loop Capital
Loop Capital analyst Lynne Collier initiated Cheesecake Factory with a Hold rating and $55 price target, citing balanced risk/reward.
10/15/18
KERI
10/15/18
DOWNGRADE
KERI
Neutral
Cheesecake Factory downgraded to Neutral from Buy at Kalinowski

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VIAB

Viacom

$31.87

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Viacom

$36.09

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TECK

Teck Resources

$22.04

0.9 (4.26%)

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EIX

Edison International

$47.07

-6.84 (-12.69%)

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Edison International provides update on California fire restoration efforts »

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VLRX

Valeritas

$0.47

-0.18 (-27.67%)

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Valeritas 75M share Secondary priced at $0.48 »

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AVMXY

Avita Medical

$0.00

(0.00%)

20:06
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Avita Medical to hire U.S. sales team to support national launch of Recell »

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SDXAY

Sodexo

$0.00

(0.00%)

20:05
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20:05
Downgrade
Sodexo rating change at JPMorgan »

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CATY

Cathay General

$38.83

0.91 (2.40%)

20:01
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Hot Stocks
Cathay General raises quarterly dividend to 31c from 24c per share »

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SUPV

Grupo Supervielle

$8.50

0.42 (5.20%)

19:56
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19:56
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19:56
Downgrade
Grupo Supervielle rating change at Santander »

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CAAP

Corporacion America Airport

$8.37

0.63 (8.14%)

19:52
11/15/18
11/15
19:52
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19:52
Hot Stocks
Corporacion America Airport reports October traffic up 4.5% »

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TSLA

Tesla

$348.37

4.3 (1.25%)

19:43
11/15/18
11/15
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19:43
Periodicals
Tesla aims for Model 3 output of 7K units per week in two weeks, Electrek says »

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AIV

Aimco

$44.65

-0.46 (-1.02%)

19:26
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11/15
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19:26
Hot Stocks
Aimco says California fires have not caused material damage to company »

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ADBE

Adobe

$239.93

4.83 (2.05%)

19:19
11/15/18
11/15
19:19
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19:19
Initiation
Adobe initiated at Nomura Instinet »

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IPWR

Ideal Power

$0.39

-0.1505 (-27.87%)

19:16
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19:16
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19:16
Downgrade
Ideal Power rating change at Oppenheimer »

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SONO

Sonos

$14.14

0.17 (1.22%)

, SCVL

Shoe Carnival

$37.03

-1.94 (-4.98%)

19:09
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19:09
Hot Stocks
Fly Intel: After Hours Movers »

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SONO

Sonos

$14.14

0.17 (1.22%)

SCVL

Shoe Carnival

$37.03

-1.94 (-4.98%)

BGCP

BGC Partners

$10.66

0.24 (2.30%)

SALT

Scorpio Bulkers

$5.71

0.115 (2.06%)

ESEA

Euroseas

$1.65

-0.11 (-6.25%)

NVDA

Nvidia

$202.65

5.43 (2.75%)

WSM

Williams-Sonoma

$60.60

-1.16 (-1.88%)

JWN

Nordstrom

$58.97

-2.125 (-3.48%)

AMAT

Applied Materials

$35.03

1.44 (4.29%)

HTHT

Huazhu Group

$28.59

0.64 (2.29%)

SQ

Square

$73.59

3.74 (5.35%)

NGVC

Natural Grocers

$16.66

0.06 (0.36%)

MCF

Contango Oil & Gas

$4.50

-0.19 (-4.05%)

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DOMO

Domo

$15.96

0.47 (3.03%)

19:04
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Domo unveils new product suite »

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PCH

PotlatchDeltic

$36.71

-0.31 (-0.84%)

19:01
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Hot Stocks
PotlatchDeltic to pay special dividend of about $3.54 per share »

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FB

Facebook

$143.86

-0.39 (-0.27%)

18:54
11/15/18
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18:54
Periodicals
Senator to ask Facebook about report on treatment of critics, Reuters says »

Senator Amy Klobuchar…

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ALRM

Alarm.com

$48.81

0.82 (1.71%)

18:45
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Hot Stocks
Alarm.com CEO sells 30K shares of common stock »

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LAUR

Laureate Education

$14.45

0.3 (2.12%)

18:31
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18:31
Syndicate
Laureate Education 12.25M share Secondary priced at $14.00 »

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  • 16

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PCG

PG&E

$17.77

-7.89 (-30.75%)

18:28
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18:28
Periodicals
CPUC doesn't want PG&E to go into bankruptcy, Bloomberg says »

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BTC

Bitcoin

$0.00

(0.00%)

, BITCOIN

Bitcoin

$0.00

(0.00%)

18:24
11/15/18
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18:24
Periodicals
SEC investigating a company's $50M cryptocurrency sale, WSJ reports »

The SEC is investigating…

BTC

Bitcoin

$0.00

(0.00%)

BITCOIN

Bitcoin

$0.00

(0.00%)

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PCG

PG&E

$17.77

-7.89 (-30.75%)

18:23
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Hot Stocks
PG&E cut to Baa3 from Baa2 by Moody's, could be cut further »

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LMB

Limbach Holding

$8.31

-0.14 (-1.66%)

18:10
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Hot Stocks
Limbach Holding lowers FY18 EBITDA view to $8M-$10M from $18M-$20M »

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  • 20

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NVDA

Nvidia

$202.65

5.43 (2.75%)

18:08
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18:08
Hot Stocks
Nvidia CEO says the ramp of Turing GPU is 'going great' »

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