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EA

Electronic Arts

$94.54

3.36 (3.69%)

, TTWO

Take-Two

$124.06

12.53 (11.23%)

17:26
10/30/18
10/30
17:26
10/30/18
17:26

EA 'confident' that 'FIFA 19' players will get into 'Ultimate Team'

EA (EA) says it's "confident" that "FIFA 19" players will gradually get into "FIFA Ultimate Team." Says had one of the strongest "Ultimate Team" weekends recently despite attention given to Take-Two's (TTWO) "Red Dead Redemption 2." Says "very excited" about subsidiary BioWare's upcoming game "Anthem."

EA

Electronic Arts

$94.54

3.36 (3.69%)

TTWO

Take-Two

$124.06

12.53 (11.23%)

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    Oct

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    Nov

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    Nov

EA Electronic Arts
$94.54

3.36 (3.69%)

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
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.
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.
TTWO Take-Two
$124.06

12.53 (11.23%)

10/30/18
PIPR
10/30/18
NO CHANGE
Target $145
PIPR
Overweight
Piper says 'Red Dead 2' unit estimates look conservative after record launch
After Take-Two (TTWO) announced $725M of first weekend sell-through for "Red Dead Redemption 2," Piper Jaffray analyst Michael Olson noted this was about 40% above the sales Activision (ATVI) announced "Call of Duty: Black Ops 4" sold during its first weekend. He believes buy-side expectations for Black Ops 4 are 23-24M units by the end of December, while expectations for Red Dead were previously about 19M by the end of March, which now appear overly conservative. While he is not raising his own estimate for 15.5M units for FY19 yet, Olson said it also "appears conservative." He reiterates an Overweight rating and $145 price target on Take-Two shares.
10/30/18
BARD
10/30/18
NO CHANGE
Target $140
BARD
Outperform
Take-Two record launch raises odds of 'Red Dead' upside, says Baird
After Take-Two Interactive announced global sell-through of over $725M for "Red Dead Redemption 2" over the game's launch weekend, giving it the largest opening weekend in entertainment industry history, Baird analyst Colin Sebastian said the record launch increases the odds of upside potential for his Q3 target of about 18M units sold and FY19 estimate of roughly 22M units. The installed base also creates greater opportunity for the game's upcoming online launch, added Sebastian, who keeps an Outperform rating and $140 price target on Take-Two shares.
10/25/18
PIPR
10/25/18
NO CHANGE
Target $145
PIPR
Overweight
'Red Dead Redemption 2' among best reviewed games ever, says Piper Jaffray
Piper Jaffray analyst Michael Olson noted "Red Dead Redemption 2" has a current average "metacritic" score of 97.5 on 94 reviews, which he said ranks it "among the top reviewed titles of a all time." He is still modeling sales of 15.5M units for FY19, but given the strong reviews believes his estimate could prove conservative. Olson keeps an Overweight rating and $145 price target on "Red Dead" maker Take-Two.
10/25/18
BARD
10/25/18
NO CHANGE
Target $140
BARD
Outperform
Reviews for Take-Two's new 'Red Dead' very positive, says Baird
Initial metacritic scores for Take-Two Interactive's "Red Dead Redemption 2" are very positive, Baird analyst Colin Sebastian tells investors in a research note. The game currently has a 97 rating on metacritic.com for the PS4, on par with the last major release for the studio's blockbuster "Grand Theft Auto" franchise and slightly higher than the prior "Red Dead" title, the analyst points out. Sebastian says the early reviews provide him with additional confidence in his unit forecasts. The analyst currently anticipates 22M units for fiscal 2019, with upside potential to the 25M unit level. He maintains an Outperform rating on Take-Two shares with a $140 price target.

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EQIX

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1.16 (0.28%)

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COR

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$6.31

0.015 (0.24%)

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Nokia

$6.31

0.015 (0.24%)

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$9.36

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CSCO

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$27.12

0.16 (0.59%)

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COP

ConocoPhillips

$70.13

1.04 (1.51%)

, MUR

Murphy Oil

$29.23

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$70.13

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MUR

Murphy Oil

$29.23

0.59 (2.06%)

CVX

Chevron

$119.30

1.19 (1.01%)

VLO

Valero

$84.34

0.75 (0.90%)

XOM

Exxon Mobil

$77.74

1.47 (1.93%)

MRO

Marathon Oil

$17.07

0.15 (0.89%)

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AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

12:45
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ICE

IntercontinentalExchange

$75.49

-0.46 (-0.61%)

, NDAQ

Nasdaq

$87.74

0.56 (0.64%)

12:28
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ICE

IntercontinentalExchange

$75.49

-0.46 (-0.61%)

NDAQ

Nasdaq

$87.74

0.56 (0.64%)

CGC

Canopy Growth

$47.54

1.49 (3.24%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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AMD

AMD

$23.68

0.55 (2.38%)

, INTC

Intel

$51.64

0.85 (1.67%)

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On The Fly
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AMD

AMD

$23.68

0.55 (2.38%)

INTC

Intel

$51.64

0.85 (1.67%)

MRVL

Marvell

$18.82

-0.37 (-1.93%)

MCHP

Microchip

$91.10

0.49 (0.54%)

MU

Micron

$41.99

-0.23 (-0.54%)

NVDA

Nvidia

$157.22

2.69 (1.74%)

QCOM

Qualcomm

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TXN

Texas Instruments

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TWTR

Twitter

$31.23

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AMGN

Amgen

$188.31

1.6 (0.86%)

, ALPMY

Astellas Pharma

$0.00

(0.00%)

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AMGN

Amgen

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1.6 (0.86%)

ALPMY

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AZN

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$40.92

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BAYRY

Bayer

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BMY

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CALA

Calithera Biosciences

$5.35

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CLVS

Clovis

$25.44

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ESALY

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EXEL

Exelixis

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IMMU

Immunomedics

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INO

Inovio

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MRK

Merck

$79.84

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MYOV

Myovant Sciences

$21.48

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MYGN

Myriad Genetics

$31.41

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NH

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$0.60

(0.00%)

NVS

Novartis

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PFE

Pfizer

$42.41

0.45 (1.07%)

PGNX

Progenics

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SGEN

Seattle Genetics

$71.48

2.92 (4.26%)

SNY

Sanofi

$42.51

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TYME

Tyme Technologies

$3.19

0.055 (1.76%)

AVEO

Aveo Pharmaceuticals

$0.62

0.0092 (1.51%)

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WES

Western Gas Partners

$49.52

0.38 (0.77%)

, WGP

Western Gas Equity

$32.38

0.2 (0.62%)

19:30
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Recommendations
Western Gas Partners, Western Gas Equity analyst commentary at MUFG »

MUFG raises price targets…

WES

Western Gas Partners

$49.52

0.38 (0.77%)

WGP

Western Gas Equity

$32.38

0.2 (0.62%)

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PXD

Pioneer Natural

$145.33

2.27 (1.59%)

19:19
02/15/19
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Recommendations
Pioneer Natural analyst commentary at MUFG »

Pioneer Natural price…

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ZTS

Zoetis

$95.38

2.16 (2.32%)

18:42
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Hot Stocks
Zoetis CEO says: 'Diagnostics are more important in animals than humans' »

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JNJ

Johnson & Johnson

$136.40

2.13 (1.59%)

18:22
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Hot Stocks
Johnson & Johnson CEO: 'We ended 2018 with great results' »

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WIN

Windstream

$3.37

0.2 (6.31%)

, UNIT

Uniti Group

$20.00

0.53 (2.72%)

18:18
02/15/19
02/15
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18:18
Periodicals
Court says Windstream defaulted on bonds in 2015, Bloomberg says »

A court has ruled that…

WIN

Windstream

$3.37

0.2 (6.31%)

UNIT

Uniti Group

$20.00

0.53 (2.72%)

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BHVN

Biohaven Pharmaceutical

$45.32

1.36 (3.09%)

18:14
02/15/19
02/15
18:14
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18:14
Hot Stocks
Biohaven treatment of multiple system atrophy granted FDA orphan designation »

According to a post on…

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AMGN

Amgen

$188.31

1.6 (0.86%)

18:11
02/15/19
02/15
18:11
02/15/19
18:11
Hot Stocks
Amgen treatment of Acute Myeloid Leukemia granted FDA orphan designation »

According to a post on…

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CE

Celanese

$100.19

1.19 (1.20%)

18:02
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02/15
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18:02
Hot Stocks
Celanese announces Acetyl Intermediates price increases in China »

Celanese will increase…

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WIN

Windstream

$3.37

0.2 (6.31%)

, UNIT

Uniti Group

$20.00

0.53 (2.72%)

17:58
02/15/19
02/15
17:58
02/15/19
17:58
Periodicals
Court says Windstream defaulted on bonds in 2015, Bloomberg says »

A court has ruled that…

WIN

Windstream

$3.37

0.2 (6.31%)

UNIT

Uniti Group

$20.00

0.53 (2.72%)

03/08/13
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03/06/13
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03/06/13
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  • 25

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GLD

SPDR Gold Shares

$124.81

0.77 (0.62%)

17:41
02/15/19
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17:41
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17:41
Hot Stocks
SPDR Gold Shares holdings fall to 793.03MT from 796.85MT »

This is the lowest level…

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MDLZ

Mondelez

$48.17

0.84 (1.77%)

17:26
02/15/19
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17:26
Hot Stocks
Mondelez to transfer listing of debt securities to Nasdaq »

Mondelez International,…

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FN

Fabrinet

$55.23

0.67 (1.23%)

17:25
02/15/19
02/15
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17:25
Hot Stocks
Fabrinet CFO sells 20K shares of common stock »

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UBER

Uber

$0.00

(0.00%)

17:24
02/15/19
02/15
17:24
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17:24
Periodicals
Uber sues NYC over move to cap number of ride-hailing drivers, Bloomberg says »

Uber is suing New York…

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$277.40

2.93 (1.07%)

17:19
02/15/19
02/15
17:19
02/15/19
17:19
Periodicals
House Democrats to probe POTUS emergency declaration, Bloomberg says »

The House Judiciary…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$277.40

2.93 (1.07%)

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ORCL

Oracle

$51.71

0.25 (0.49%)

17:11
02/15/19
02/15
17:11
02/15/19
17:11
Hot Stocks
Oracle authorizes additional $12B stock buyback under existing program »

In a regulatory 8K…

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