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SQ

Square

$75.00

-2.75 (-3.54%)

, ELF

e.l.f. Beauty

$11.11

0.225 (2.07%)

09:10
11/06/18
11/06
09:10
11/06/18
09:10

Fly Intel: Pre-market Movers

HIGHER: Square (SQ), up 2% after Citi analyst Peter Christiansen upgraded the stock to Buy from Neutral and raised his price target for the shares to $90 from $67. In addition to "robust" user acquisition spending, Square's planned 35% headquarter expansion signals confidence in continued platform growth, Christiansen tells investors in a research note. UP AFTER EARNINGS: e.l.f Beauty (ELF), up 19%... Booking Holdings (BKNG), up 7%... TopBuild (BLD), up 8%... Altice USA (ATUS), up 7%... Eli Lilly (LLY), up 1%. DOWN AFTER EARNINGS: Becton Dickinson (BDX), down 3%... Marriott (MAR), down 5%... Frontdoor (FTDR), down 26%... Cohu (COHU), down 8%.

SQ

Square

$75.00

-2.75 (-3.54%)

ELF

e.l.f. Beauty

$11.11

0.225 (2.07%)

BKNG

Booking Holdings

$1,881.90

8.61 (0.46%)

BLD

TopBuild

$49.41

0.13 (0.26%)

ATUS

Altice USA

$16.63

0.26 (1.59%)

LLY

Eli Lilly

$110.20

3.46 (3.24%)

BDX

Becton Dickinson

$237.26

1.65 (0.70%)

MAR

Marriott

$120.74

-0.14 (-0.12%)

FTDR

Frontdoor

$35.17

0.17 (0.49%)

COHU

Cohu

$21.50

-0.5 (-2.27%)

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SQ Square
$75.00

-2.75 (-3.54%)

10/12/18
10/12/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. MICROSOFT UPGRADED TO OUTPERFORM AFTER PULLBACK: Macquarie analyst Sarah Hindlian upgraded Microsoft (MSFT) to Outperform from Neutral and raised her price target on the shares to $121, saying she is taking advantage of the pullback in shares. Hindlian views Microsoft as a relatively defensive name with long-term earnings power and expects a strong start to FY19 following constructive field work. CITI UPGRADES NETFLIX TO BUY: Citi analyst Mark May upgraded Netflix (NFLX) to Buy from Neutral with an unchanged price target of $375. The valuation, following this week's selloff, has reached a level that warrants an "opportunistic" upgrade to Buy, May said. Netflix has a highly recurring subscription-based revenue business that delivers "significant value" to consumers, and its management team has a strong track record of execution, the analyst contended. Further, he believes the company's fundamentals remain strong and that is has opportunity to continue growing international subscribers. SQUARE UPGRADED TO BUY AFTER PULLBACK: Canaccord Genuity analyst Michael Graham upgraded Square (SQ) to Buy from Hold and raised his price target for the shares to $90 from $60. The recent pullback in the shares creates a long-term opportunity in a "truly disruptive and well-run company," Graham said. He believes the departure of CFO Sarah Friar is more about going to a promising company as CEO rather than walking away from a risk. PIVOTAL UPGRADES SNAP TO BUY: Pivotal Research analyst Brian Wieser upgraded Snap (SNAP) to Buy from Hold while lowering his price target for the shares to $8 from $9. The analyst said that despite declining usage and liquidity, the data he looks at is showing a "widening user base, although one which is collectively reducing its time on the platform." It is not too late for management to find ways to reverse recent usage trends and generally improve monetization regardless of those usage trends, Wieser added. Further, the analyst believes Snap could become an attractive candidate to go private with the stock's price at current levels. JPMORGAN DOWNGRADES ESTEE LAUDER TO NEUTRAL: JPMorgan analyst Andrea Teixeira downgraded Estee Lauder (EL) to Neutral and lowered her price target for the shares to $138 from $154. There may be a deceleration in the travel retail channel ahead now that Chinese customs agents are implementing tighter controls at the border, according to local source, Teixeira noted. Further, she believes the de-rating in luxury peers related to the group's "outsized exposure" to Chinese consumers will likely put a cap on Estee Lauder's valuation as well. The analyst also sees less opportunity for earnings beats on margins in the near term given tariff costs.
10/17/18
RHCO
10/17/18
NO CHANGE
Target $74
RHCO
Hold
Square price target raised to $74 from $66 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on Square to $74 but kept his Hold rating, noting that he is impressed by the company's innovation and "likely ongoing better than expected revenue growth" even though investors may be overestimating its total addressable market. Jeffrey further states that while the recent pullback "piques" his interest, but he does not see it as an opportunity to buy stock, adding that the recent abrupt departure by CFO Sarah Friar demands a "more forgiving" valuation.
11/05/18
KEYB
11/05/18
NO CHANGE
Target $115
KEYB
Overweight
Square could generate 'significant' revenue upside, says KeyBanc
KeyBanc analyst Josh Beck believes Square could generate significant revenue upside based on Key First Look Data indicating sustained triple-digit Square Cash growth, strength in the NFIB survey data, KBCM seller survey, and Key First Look Data indicating little GPV deceleration. The analyst expects initial 2019 commentary to reflect top-line strength with elevated investment, a viewpoint he fully endorses. Beck recommends using the market pullback to establish a position in Square. He reiterates an Overweight rating and $115 price target on the shares.
11/06/18
SBSH
11/06/18
UPGRADE
Target $90
SBSH
Buy
Square upgraded to Buy from Neutral at Citi
Citi analyst Peter Christiansen upgraded Square to Buy from Neutral and raised his price target for the shares to $90 from $67. The stock closed yesterday down $2.75 to $75.01.In addition to "robust" user acquisition spending, Square's planned ~35% headquarter expansion signals confidence in continued platform growth, Christiansen tells investors in a research note. Further, he believes upcoming Q3 commentary on the overall health of the ecosystem, visibility into fiscal 2019, and progress on the CFO search "will be positive towards restoring momentum in the stock." The analyst adds that he has no reason to believe Square's CFO departure relates to a negative change in the company's forward prospects. After a deeper look into Square's investment spending/payback model, Christiansen lifted his 2019 adjusted revenue estimate by 8%, or 9 points above consensus expectations for 42% growth.
ELF e.l.f. Beauty
$11.11

0.225 (2.07%)

09/13/18
JPMS
09/13/18
NO CHANGE
Target $11
JPMS
Underweight
e.l.f. Beauty recent 20% rally a shorting opportunity, says JPMorgan
JPMorgan analyst Andrea Teixeira recommends using the recent 20% rally in shares of e.l.f. Beauty as an opportunity to short the stock. While the analyst agrees with Marathon Partners that e.l.f. has room to cut spending, she believes "significant levels" of reinvestment will still be required even if compensation is reduced. On Marathon's second proposal of putting the company up for sale, Teixeira is less optimistic on the potential to find a strategic buyer given the "significant sales deceleration" e.l.f is facing. The analyst is also less optimistic on e.l.f.'s takeout valuation potential. She notes that publicly available transaction comps on recent mass beauty companies would imply a takeout valuation range of $278M, or a 66% discount to current levels, to $695M, or a 9% premium. Teixeira remains skeptical on e.l.f. Beauty's growth prospects and keeps an Underweight rating on the shares with an $11 price target.
11/06/18
JPMS
11/06/18
NO CHANGE
Target $11
JPMS
Underweight
e.l.f. Beauty removed from Analyst Focus List as short idea at JPMorgan
JPMorgan analyst Andrea Teixeira raised her price target for e.l.f. Beauty to $11 from $9 saying the company reported "better than feared" Q3 earnings. The analyst, who keeps an Underweight rating on the name, removed the stock from her firm's Analyst Focus List as a short idea "due to the likely relief rally tomorrow" and potential Q4 beat on the "low bar." However, while she believes e.l.f. Beauty will be able to offset most of the tariff impact from sourcing its products from China with pricing and concessions, she sees limited operating leverage in 2019 and 2020 given the increased investments in marketing. Teixeira thinks the company's sales outlook remains challenging.
09/12/18
WBLR
09/12/18
NO CHANGE
WBLR
e.l.f. Beauty could generate corporate takeover interest, says William Blair
Following the Wall Street Journal's report that Marathon Partners plans to advocate that the company start a process to sell itself, William Blair analyst Jon Andersen said he believes e.l.f. Beauty could generate interest among potential corporate buyers. e.l.f. appeals to an attractive set of core user groups and maintains a strong value proposition based on high quality color cosmetics made available at very attractive price points, Andersen tells investors in a research note. He sees "option value in a potential sale" and keeps an Outperform rating on e.l.f. Beauty.
08/13/18
RHCO
08/13/18
NO CHANGE
Target $14
RHCO
Buy
e.l.f. Beauty price target lowered to $14 from $18 at SunTrust
SunTrust analyst William Chappell lowered his price target on e.l.f. Beauty to $14 after its latest cut in FY18 guidance last week, saying the company has had "years of flat to declining sales trends" while its management ignored the Nielsen market data. Chappell is also keeping his Buy rating while acknowledging that he is "one of the last" sell-side analysts to stay at Buy. Chappell says that although the damage is done, e.l.f. Beauty is planning a "major step up in advertising and promotional spending", and that it is "too early" to suggest that the initiative is too late. The analyst also believes that the recent negative trends is still not indicative of lost listing and shelf space for the company, adding that the stock price selloff is more of a reflection on confidence rather then results.
BKNG Booking Holdings
$1,881.90

8.61 (0.46%)

11/06/18
JEFF
11/06/18
NO CHANGE
Target $2400
JEFF
Buy
Booking Holdings fundamentals remain intact, says Jefferies
Jefferies analyst Brent Thill believes Booking Holdings' Q3 results show that early headwinds in the quarter were transitory and that its fundamentals remain intact. Unlike prior quarters, the outlook at the mid-point was ahead of consensus, except for room-nights and bookings, Thill tells investors in a post-earnings research note. He thinks management is being conservative and keeps a Buy rating on the shares with a $2,400 price target.
11/06/18
DADA
11/06/18
NO CHANGE
Target $2000
DADA
Neutral
Booking Holdings price target nudged higher to $2,000 at DA Davidson
DA Davidson analyst Tome White raised his price target on Booking Holdings to $2,000 from $1,980 after its "strong" Q3 top-line beat and a 1% EBITDA upside, saying the 12% growth in gross bookings was also above his 5% estimate. The analyst notes however that the performance was also supported by the "later summer peak travel and higher growth from paid marketing channels," adding that the management is also prepared to "tolerate margin compression" to achieve above-industry growth rate in 2019. White also keeps his Neutral rating on Booking Holdings, noting its 20-times forward earnings valuation multiple.
11/06/18
FBCO
11/06/18
NO CHANGE
Target $2240
FBCO
Outperform
Booking Holdings price target raised to $2,240 from $2,100 at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for Booking Holdings to $2,240 from $2,100 following quarterly results. The analyst reiterates an Outperform rating on the shares.
11/06/18
SUSQ
11/06/18
NO CHANGE
Target $2300
SUSQ
Positive
Booking Holdings price target raised to $2,300 from $2,200 at Susquehanna
Susquehanna analyst Shyam Patil raised his price target on Booking Holdings to $2,300 from $2,200 following its Q3 results. The analyst likes its secular opportunity to penetrate hotels and alternative accommodations room nights. He believes the room night growth acceleration will ease fears around perpetual growth deceleration. Patil reiterated his Positive rating on Booking Holdings shares.
BLD TopBuild
$49.41

0.13 (0.26%)

10/18/18
SPHN
10/18/18
DOWNGRADE
SPHN
Equal Weight
TopBuild downgraded to Equal Weight from Overweight at Stephens
08/28/18
MKMP
08/28/18
NO CHANGE
MKMP
MKM Partners lowers price targets on Building Products names
MKM Partners analyst Megan McGrath writes that Q2 earnings season was "challenging" for most building products companies, and the current operating environment leaves "little room for unexpected headwinds". As part of her sector research note, the analyst lowers price target on Neutral-rated Whirlpool (WHR) to $146 from $179 and Buy-rated Beacon Roofing (BECN) to $49 from $61, calling them the most disappointing in terms of earnings, even though both companies posted some of the better margins. McGrath states that both names need to improve sales by Q4 for their stocks to recover. The analyst also lowers her price target on Neutral-rated Owens Corning (OC) to $63 from $79, reflecting its "melter failure and inefficiencies in its mineral wool plants" along with weak shingle demand in the northwest. McGrath also lowers the price target on Buy-rated Mohawk (MHK) to $221 from $302 to account for slower realization of price increases.
08/27/18
KEYB
08/27/18
NO CHANGE
Target $81
KEYB
Overweight
TopBuild price target lowered to $81 from $90 at KeyBanc
KeyBanc analyst Kenneth Zener lowered his price target for TopBuild to $81 from $90, citing valuation. The analyst reiterates an Overweight rating on the shares given steady demand and intact EBIT leverage.
10/18/18
10/18/18
DOWNGRADE

Equal Weight
Stephens lowers building products outlook, downgrades four stocks
Stephens analyst Trey Grooms downgraded his view on the building products space given that new housing construction is beginning to flatten and he sees the potential for recent interest rate moves and affordability constraints to further impact new residential demand. While he would expect the lumber distributors to have a solid margin benefit in Q3 from the move up in lumber prices, next year this will be a headwind, Grooms tells investors. He also thinks that insulation installers/distributors will continue to benefit from the strong housing starts seen earlier this year, but slowing starts "will catch up" with them in 2019. As previously reported, he lowered his ratings on four stocks in the space - BMC Stock Holdings (BMCH), Builders FirstSource (BLDR), Installed Building Products (IBP) and TopBuild (BLD) - all to Equal Weight from Overweight. Grooms lowered his price target on BMC Stock to $19 from $26, cut his target on Builders FirstSource to $19 from $21, keeps his $37 price target on Installed and leaves his target on TopBuild at $52.
ATUS Altice USA
$16.63

0.26 (1.59%)

10/23/18
10/23/18
NO CHANGE

Guggenheim assumes select Cable/Satellite names with positive outlook
Guggenheim analyst Mike McCormack assumed coverage of select Cable & Satellite Services companies with a positive outlook, saying that while each company is facing "video headwinds", they also offer shared catalysts of "the demand for broadband connectivity, increasingly faster speeds, and new wireless products". The analyst assumes Altice USA (ATUS), Charter (CHTR) and Dish (DISH) with Buy ratings and Comcast (CMCSA) with a Neutral rating, adding that its "business is in transition" with core risks around domestic and international operations. McCormack puts a $23 price target on Altice USA, $400 price target on Charter, $38 price target on Comcast, and a $50 price target on Dish, adding that the "importance of the bundle is diminishing" and the focus shifts to the scope of connectivity coverage. The analyst also expects the "younger demographic" to continue to seek out "lower cost, apps-based alternatives, with an eye towards free/cheap, but high-demand content".
10/23/18
GUGG
10/23/18
INITIATION
Target $23
GUGG
Buy
Altice USA assumed with a Buy at Guggenheim
Guggenheim analyst Mike McCormack assumed coverage of Altice USA with a Buy rating while lowering his firm's price target for the shares to $23 from $24. The rating is unchanged from the prior analyst's coverage.
08/09/18
RBCM
08/09/18
NO CHANGE
Target $25
RBCM
Outperform
Altice USA price target lowered to $25 from $31 at RBC Capital
RBC Capital analyst Jonathan Atkin lowered his price target on Altice USA to $25 after its lower than expected Q2 EBITDA, citing pressure coming from one-time items. The analyst keeps his Outperform rating, noting that revenue and adjusted EBITDA should accelerate in the second half of the year with pricing increases and political advertising revenue.
07/10/18
FBCO
07/10/18
INITIATION
Target $21
FBCO
Outperform
Altice USA initiated with an Outperform at Credit Suisse
Credit Suisse analyst Doug Mitchelson initiated Altice USA with an Outperform and $21 price target citing an expected 2H 2018 revenue acceleration with a potential return of stock repurchases within the year.
LLY Eli Lilly
$110.20

3.46 (3.24%)

10/31/18
10/31/18
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. General Electric (GE) upgraded to Buy from Neutral at UBS with analyst Steven Winoker saying he has conviction that new CEO Larry Culp can lead a turnaround of the business and his upside/downside analysis for shares now stands at a favorable 3:1 skew following the recent selloff. 2. Eli Lilly (LLY) upgraded to Neutral from Underperform at Credit Suisse. 3. Comerica (CMA) upgraded to Strong Buy from Outperform at Raymond James with analyst David Long saying the pullback in the sector provides more attractive risk/reward in Comerica shares and said its deposit base is relatively attractive given its high 52% composition of noninterest-bearing deposits, 87.5% loan/deposit ratio, and low 21% cumulative deposit beta. 4. Denny's (DENN) upgraded to Overweight from Equal Weight at Stephens with analyst Will Slabaugh saying the company's transition to a 95%-plus franchised model, and the improving return on invested capital that accompanies the transition, should "command a higher valuation." 5. ASML (ASML) upgraded to Buy from Hold at Santander. 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
SBSH
10/29/18
NO CHANGE
Target $30
SBSH
Buy
Dicerna price target raised to $30 from $27 at Citi
Citi analyst Robyn Karnauskas said Dicerna's (DRNA) licensing and research collaboration with Eli Lilly (LLY) validates the former's RNAi platform and provides it with a meaningful cash infusion. The $200M upfront payment adds $3 to her discounted cash flow-derived price target, moving the target up to $30. Karnauskas keeps a Buy rating on Dicerna shares.
10/31/18
FBCO
10/31/18
UPGRADE
FBCO
Neutral
Eli Lilly upgraded to Neutral from Underperform at Credit Suisse
10/31/18
HCWC
10/31/18
NO CHANGE
Target $24
HCWC
Buy
Dicerna price target raised to $24 after Lilly, Alexion pacts at H.C. Wainwright
H.C. Wainwright analyst Ed Arce raised his price target on Dicerna (DRNA) shares to $24 from $20 after the company announced collaborations with Eli Lilly (LLY) and Alexion Pharmaceuticals (ALXN). Arce views these partnerships as further strong validation of Dicerna's GalXC RNAi platform and keeps a Buy rating on the shares.
BDX Becton Dickinson
$237.26

1.65 (0.70%)

10/09/18
SBSH
10/09/18
NO CHANGE
SBSH
Citi more selective on Medical Device stocks into Q3 results
Citi analyst Amit Hazan is "much more selective than usual" on Medical Device stocks into the Q3 earnings season. While easier comps should bring "strong and stable" Q3 organic sales growth, recent currency volatility will limit both earnings upside and guidance raises, Hazan tells investors in a research note. He sees only Boston Scientific (BSX) and Intuitive Surgical (ISRG) shares moving higher on earnings reports. The analyst expects volatility in both Becton Dickinson (BDX) and Varian Medical (VAR), but would be an "aggressive" buyer of the stocks on any post-earnings weakness. Hazan is also more cautious on names like Edwards Lifesciences (EW), Baxter (BAX), and Zimmer Biomet (ZBH) into the Q3 prints.
10/04/18
MSCO
10/04/18
NO CHANGE
Target $280
MSCO
Equal Weight
Becton Dickinson price target raised to $280 from $250 at Morgan Stanley
Morgan Stanley analyst David Lewis expects Becton Dickinson will guide FY19 revenue growth to 5%-6% during its upcoming Q4 earnings, which he believes "seems achievable if not conservative." Management is also likely to introduce revenue synergy guidance which should be higher, Lewis predicted. However, he thinks Becton's reported earnings guidance is likely to come in below the Street consensus. Lewis raised his price target on Becton Dickinson shares to $280 to reflect a roll forward to CY20 estimates and he keeps an Equal Weight rating on the stock.
09/10/18
ADAM
09/10/18
NO CHANGE
Target $80
ADAM
Buy
Quidel could draw interest from a larger company, says Canaccord
Canaccord analyst Mark Massaro remains positive on Quidel (QDEL) after hosting meetings with management. The analyst cited rising demand for its new products and he expects the company to continue to take market share from larger companies Alere (ABT) and Becton Dickinson (BDX). He also believes the company could draw interest from a larger company, like the bid Alere got from Abbott. Massaro reiterated his Buy rating and raised his price target to $80 from $78 on Quidel shares.
10/15/18
LEHM
10/15/18
INITIATION
LEHM
Equal Weight
Becton Dickinson initiated with an Equal Weight at Barclays
Barclays analyst Kristen Stewart initiated Becton Dickinson with an Equal Weight rating and $278 price target.
MAR Marriott
$120.74

-0.14 (-0.12%)

08/28/18
RHCO
08/28/18
INITIATION
Target $14
RHCO
Buy
Playa Hotels & Resorts initiated with a Buy at SunTrust
SunTrust analyst C. Patrick Scholes initiated Playa Hotels & Resorts with a Buy rating and a price target of $14, saying the company's growth strategy through and beyond 20201 is "highly compelling". The analyst sees annualized adjusted EBITDA growth through 2021 at 15% or more, which is the highest growth rate in the period across his hotel coverage group. Scholes adds that leisure demand has been strong, with an increase in consumer interest toward the "high-quality all-inclusive resorts" and notes that Playa Hotels may become the "first adopter of an all-inclusive brand from Hilton (HLT) and/or Marriott (MAR)" in the near future.
09/07/18
LBOW
09/07/18
INITIATION
Target $156
LBOW
Buy
Marriott initiated with a Buy at Longbow
Longbow analyst Alton Stump initiated Marriott with a Buy and $156 price target given accelerating RevPAR growth, potential accelerating net room count growth, and a favorable economic landscape.
08/17/18
BERN
08/17/18
DOWNGRADE
BERN
Market Perform
Hilton downgraded to Market Perform from Outperform at Bernstein
Bernstein analyst David Beckel downgraded Hilton (HLT) to Market Perform from Outperform, telling investors that Hilton's current valuation fairly reflects his expectation of an environment in which U.S. RevPAR and unit growth decelerate over the next 12 months, potentially faster than currently forecast. He expects a combination of slowing growth and a lack of catalysts will limit upside for both Hilton and Market Perform-rated Marriott (MAR) during that time.
10/22/18
COWN
10/22/18
INITIATION
COWN
Outperform
Marriott initiated with an Outperform at Cowen
Cowen analyst Kevin Kopelman initiated Marriott with an Outperform rating and $140 price target, and added it to his Top Picks, noting the scale advantages of Marriott's $76B system revenue, the company's large pipeline across tiers and geographies, and its accrued loyalty.
FTDR Frontdoor
$35.17

0.17 (0.49%)

11/06/18
OPCO
11/06/18
NO CHANGE
Target $40
OPCO
Outperform
Frontdoor price target lowered to $40 from $48 at Oppenheimer
Oppenheimer analyst Ian Zaffino lowered his price target for Frontdoor to $40 from $48 saying that the company missed adjusted EBITDA, hurt by inflation, repair costs and more frequent service calls. Frontdoor lowered FY18 EBITDA guidance, owing to the miss and the unusually unfavorable weather in October, he adds. The analyst reiterates an Outperform rating on the shares.
10/03/18
SPIN
10/03/18
DOWNGRADE
SPIN
Hold
Frontdoor downgraded to Hold from Buy at Spin-Off Research
10/03/18
10/03/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. XPO Logistics (XPO) initiated with a Buy at Jefferies. 2. Allegiance Bancshares (ABTX) initiated with a Strong Buy at Raymond James. 3. 21Vianet (VNET) initiated with a Buy at Jefferies. 4. Frontdoor (FTDR) initiated with a Buy at Gabelli. 5. Anixa Biosciences (ANIX) initiated with a Buy at B. Riley FBR. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/03/18
STFL
10/03/18
NO CHANGE
Target $45
STFL
Buy
ServiceMaster price target raised to $45 from $40 at Stifel
Stifel analyst Michael Hoffman raised his price target on ServiceMaster (SERV) to $45 from $40 stating that better service, which results in higher retention, should lead to better margins and free cash flow conversion in the Pest Control segment while the Franchise Services Group should remain highly profitable and reliable. He also notes that ServiceMaster owns 19.9% of Frontdoor (FTDR) after the spinoff and that ownership should add $5 per share in value at the current market valuation of the newly-public company. Hoffman maintains a Buy rating on ServiceMaster shares.
COHU Cohu
$21.50

-0.5 (-2.27%)

05/29/18
STFL
05/29/18
DOWNGRADE
Target $14
STFL
Hold
Xcerra downgraded to Hold from Buy at Stifel
Stifel analyst Patrick Ho downgraded Xcerra (XCRA) to Hold from Buy citing his belief that its acquisition by Cohu (COHU) will be completed before year end. The analyst, who raised his price target for Xcerra to $14 from $13, does not believe there will be any competitive bids and sees the deal passing U.S. and European regulatory hurdles.
05/25/18
DADA
05/25/18
NO CHANGE
Target $14
DADA
Neutral
Xcerra attractive in either scenario of Cohu deal uncertainty, says DA Davidson
DA Davidson analyst Thomas Diffely keeps his Neutral rating and $14 price target on Xcerra (XCRA), saying that its "solid" results and momentum from recent share gains make it an attractive investment regardless of the outcome of the pending Cohu (COHU) acquisition. The analyst notes that the regulatory process has been unpredictable over the past year, but he is positive on the stock based on the "combination of a somewhat modest premium to be paid by Cohu and the strong underlying business activity".
11/06/18
DADA
11/06/18
NO CHANGE
Target $28
DADA
Buy
Cohu price target lowered to $28 from $32 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Cohu (COHU) to $28 after its Q3 earnings miss, saying the soft mobility market impacted sales in thermal handlers and turret handlers, while the "normal seasonal weakness" also played a part. The analyst keeps his Buy rating however, noting that the expected extra softness coming from the inclusion of Xcerra (XCRA) into 2019 earnings will drive consensus lower and "only strengthen an already attractive risk-reward profile". Diffely contends that any share weakness should be viewed as a buying opportunity.
09/24/18
DADA
09/24/18
INITIATION
Target $30
DADA
Buy
Cohu initiated with a Buy at DA Davidson
DA Davidson analyst Thomas Diffely initiated Cohu with a price target of $30, saying the company has a "slew" of growth drivers along with its "attractive" valuation. The analyst cites Cohu's position as a "leading provider of semiconductor test handlers and an emerging player in the associated contactor and vision inspection markets", anticipating significant stock appreciation over the next few years. Diffely also believes that the company is "severely undervalued" and points to "robust" core semiconductor handler industry trends in markets that are experiencing multi-year expansions, with the stock trading at 8-times expected 2019 earnings vs. the broader group's 10-times multiple.

TODAY'S FREE FLY STORIES

LEJU

Leju

$1.71

0.05 (3.01%)

09:06
11/19/18
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09:06
Earnings
Breaking Earnings news story on Leju »

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LEJU

Leju

$1.71

0.05 (3.01%)

09:06
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09:06
Earnings
Leju reports Q3 adj. EPS 8c, one estimate (2c) »

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GLYC

GlycoMimetics

$11.94

0.34 (2.93%)

09:05
11/19/18
11/19
09:05
11/19/18
09:05
Hot Stocks
GlycoMimetics enrolls first patient in Phase 3 clinical trial of uproleselan »

GlycoMimetics announced…

03/08/13
Wedge Partners
03/08/13
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Citigroup
03/06/13
Barclays

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WBA

Walgreens Boots Alliance

$82.54

0.25 (0.30%)

, CVS

CVS Health

$79.33

-0.48 (-0.60%)

09:05
11/19/18
11/19
09:05
11/19/18
09:05
Hot Stocks
Florida AG amends opioid lawsuit complaint to include Walgreens, CVS »

Attorney General Pam…

WBA

Walgreens Boots Alliance

$82.54

0.25 (0.30%)

CVS

CVS Health

$79.33

-0.48 (-0.60%)

INSY

Insys Therapeutics

$7.08

-0.13 (-1.80%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 02

    Dec

DISH

Dish

$32.85

-0.25 (-0.76%)

, CTL

CenturyLink

$19.16

0.19 (1.00%)

09:02
11/19/18
11/19
09:02
11/19/18
09:02
Hot Stocks
Dish names Atilla Tinic as Chief Information Officer »

DISH (DISH) announced…

DISH

Dish

$32.85

-0.25 (-0.76%)

CTL

CenturyLink

$19.16

0.19 (1.00%)

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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  • 03

    Dec

AVNW

Aviat Networks

$14.92

-0.43 (-2.80%)

, MSI

Motorola Solutions

$129.97

0.72 (0.56%)

09:01
11/19/18
11/19
09:01
11/19/18
09:01
Hot Stocks
Aviat Networks selected by Motorola Solutions for Florida's P25 network »

Aviat Networks (AVNW)…

AVNW

Aviat Networks

$14.92

-0.43 (-2.80%)

MSI

Motorola Solutions

$129.97

0.72 (0.56%)

03/08/13
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03/08/13
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  • 26

    Nov

  • 04

    Dec

  • 18

    Dec

  • 19

    Dec

YETI

Yeti

$16.99

0.1 (0.59%)

09:00
11/19/18
11/19
09:00
11/19/18
09:00
Initiation
Yeti initiated  »

Yeti initiated with an…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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  • 29

    Nov

GE

General Electric

$8.04

-0.135 (-1.65%)

08:57
11/19/18
11/19
08:57
11/19/18
08:57
Hot Stocks
GE announces new leadership in Power reorganization »

GE recently announced its…

03/08/13
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Citigroup
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GE

General Electric

$8.04

-0.135 (-1.65%)

, FB

Facebook

$139.55

-4.31 (-3.00%)

08:55
11/19/18
11/19
08:55
11/19/18
08:55
Options
Notable open interest changes for November 19th »

Friday's total…

GE

General Electric

$8.04

-0.135 (-1.65%)

FB

Facebook

$139.55

-4.31 (-3.00%)

NVDA

Nvidia

$164.38

-38.27 (-18.88%)

JD

JD.com

$23.04

-1.18 (-4.87%)

03/08/13
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03/06/13
Citigroup
03/06/13
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  • 19

    Nov

  • 19

    Nov

  • 26

    Nov

  • 28

    Nov

  • 10

    Dec

BKI

Black Knight

$49.77

0.87 (1.78%)

08:55
11/19/18
11/19
08:55
11/19/18
08:55
Conference/Events
Black Knight to host Investor Day »

Investor Day to be held…

03/08/13
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  • 19

    Nov

  • 03

    Dec

ENR

Energizer

$49.91

-1.53 (-2.97%)

, SPB

Spectrum Brands

$59.36

0.87 (1.49%)

08:54
11/19/18
11/19
08:54
11/19/18
08:54
Recommendations
Energizer, Spectrum Brands analyst commentary  »

Energizer price target…

ENR

Energizer

$49.91

-1.53 (-2.97%)

SPB

Spectrum Brands

$59.36

0.87 (1.49%)

03/08/13
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Citigroup
03/06/13
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  • 19

    Nov

AMZN

Amazon.com

$1,593.59

-26.41 (-1.63%)

, RAD

Rite Aid

$1.22

0.01 (0.83%)

08:50
11/19/18
11/19
08:50
11/19/18
08:50
Recommendations
Amazon.com, Rite Aid, Walgreens Boots Alliance, CVS Health analyst commentary  »

Jefferies uncovers signs…

AMZN

Amazon.com

$1,593.59

-26.41 (-1.63%)

RAD

Rite Aid

$1.22

0.01 (0.83%)

WBA

Walgreens Boots Alliance

$82.54

0.25 (0.30%)

CVS

CVS Health

$79.33

-0.48 (-0.60%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 28

    Nov

  • 02

    Dec

  • 04

    Dec

WP

Worldpay

$82.05

-0.62 (-0.75%)

08:50
11/19/18
11/19
08:50
11/19/18
08:50
Recommendations
Worldpay analyst commentary  »

Worldpay elevated to…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 19

    Nov

  • 26

    Nov

08:50
11/19/18
11/19
08:50
11/19/18
08:50
General news
U.S. equities are back under pressure »

U.S. equities are back…

08:49
11/19/18
11/19
08:49
11/19/18
08:49
Conference/Events
Jefferies defense analysts to hold an analyst/industry conference call »

Defense Analysts provide…

RNG

RingCentral

$76.41

-0.54 (-0.70%)

08:49
11/19/18
11/19
08:49
11/19/18
08:49
Upgrade
RingCentral rating change  »

RingCentral upgraded to…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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MAS

Masco

$31.29

-0.1 (-0.32%)

08:47
11/19/18
11/19
08:47
11/19/18
08:47
Recommendations
Masco analyst commentary  »

Masco portfolio offers…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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TCON

TRACON Pharmaceuticals

$1.30

0.005 (0.39%)

08:46
11/19/18
11/19
08:46
11/19/18
08:46
Hot Stocks
TRACON Pharmaceuticals TRC102, Temodar trial does not meet primary endpoint »

TRACON Pharmaceuticals …

03/08/13
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03/08/13
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03/06/13
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03/06/13
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CFR

Cullen/Frost

$101.35

0.11 (0.11%)

08:46
11/19/18
11/19
08:46
11/19/18
08:46
Conference/Events
Cullen/Frost has a conference call hosted by SunTrust »

SunTrust Analyst Demba…

03/08/13
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03/06/13
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  • 19

    Nov

PINC

Premier

$39.60

-0.26 (-0.65%)

08:45
11/19/18
11/19
08:45
11/19/18
08:45
Recommendations
Premier analyst commentary  »

Baird sees Premier shares…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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BAX

Baxter

$66.49

0.68 (1.03%)

, ACRX

AcelRx

$2.92

0.07 (2.46%)

08:45
11/19/18
11/19
08:45
11/19/18
08:45
Options
Largest borrow rate increases among liquid names »

Latest data shows the…

BAX

Baxter

$66.49

0.68 (1.03%)

ACRX

AcelRx

$2.92

0.07 (2.46%)

XOP

SPDR Oil Exploration and Production Fund

$34.75

-0.055 (-0.16%)

HEAR

Turtle Beach

$15.17

0.15 (1.00%)

NWL

Newell Brands

$21.69

0.32 (1.50%)

EBIX

Ebix

$51.54

1.83 (3.68%)

CNAT

Conatus

$4.82

0.16 (3.43%)

TRVN

Trevena

$0.64

-0.0056 (-0.87%)

EMR

Emerson

$69.68

0.86 (1.25%)

HUYA

Huya

$17.68

-0.45 (-2.48%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 02

    Dec

  • 05

    Dec

  • 11

    Dec

BB

BlackBerry

$8.97

0.12 (1.36%)

08:43
11/19/18
11/19
08:43
11/19/18
08:43
Upgrade
BlackBerry rating change  »

BlackBerry upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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FSNN

Fusion

$2.42

-0.2 (-7.63%)

08:42
11/19/18
11/19
08:42
11/19/18
08:42
Hot Stocks
Fusion awarded $720,000 cloud solutions contract from Asian fast food chain »

Fusion announced that it…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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  • 04

    Dec

SFIX

Stitch Fix

$26.83

-0.09 (-0.33%)

08:41
11/19/18
11/19
08:41
11/19/18
08:41
Initiation
Stitch Fix initiated  »

Stitch Fix initiated with…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 10

    Dec

CARG

CarGurus

$38.76

0.31 (0.81%)

08:41
11/19/18
11/19
08:41
11/19/18
08:41
Initiation
CarGurus initiated  »

CarGurus initiated with a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 04

    Dec

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