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FOXA

21st Century Fox

$47.16

0.33 (0.70%)

, FOX

21st Century Fox

$46.79

0.37 (0.80%)

20:25
11/06/18
11/06
20:25
11/06/18
20:25

Notable companies reporting before tomorrow's open

Notable companies reporting before tomorrow's open, with earnings consensus, include 21st Century Fox (FOXA), consensus 52c... Southern (SO), consensus $1.07... Humana (HUM), consensus $4.26... Keurig Dr Pepper (KDP), consensus 28c... Sempra Energy (SRE), consensus $1.13... Rockwell Automation (ROK), consensus $2.02... DISH (DISH), consensus 67c... Michael Kors (KORS), consensus $1.10... Coty (COTY), consensus 8c... Amneal Pharmaceuticals (AMRX), consensus 28c... Groupon (GRPN), consensus 2c... Dean Foods (DF), consensus (6c).

FOXA

21st Century Fox

$47.16

0.33 (0.70%)

FOX

21st Century Fox

$46.79

0.37 (0.80%)

SO

Southern Company

$45.67

0.43 (0.95%)

HUM

Humana

$331.81

5.22 (1.60%)

KDP

Keurig Dr Pepper

$27.20

0.57 (2.14%)

SRE

Sempra Energy

$113.31

0.785 (0.70%)

ROK

Rockwell Automation

$177.58

4.495 (2.60%)

DISH

Dish

$31.49

0.52 (1.68%)

KORS

Michael Kors

$57.51

-0.8 (-1.37%)

COTY

Coty

$11.18

0.12 (1.09%)

AMRX

Amneal Pharmaceuticals

$19.09

0.87 (4.78%)

GRPN

Groupon

$3.26

-0.005 (-0.15%)

DF

Dean Foods

$7.71

0.26 (3.49%)

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FOXA 21st Century Fox
$47.16

0.33 (0.70%)

10/19/18
IMPC
10/19/18
NO CHANGE
Target $32
IMPC
Outperform
MSG Networks price target raised to $32 from $29 at Imperial Capital
Imperial Capital analyst David Miller raised his price target for MSG Networks (MSGN) to $32 saying the market is "finally paying attention" to the company's de-leveraging campaign. The shares "could breakout even further" due to the potential of a new "valuation mark" set by the sale of the 21st Century Fox (FOXA) Regional Sports Networks, and specifically a sale of the YES Network to Yankee Global Enterprises, Miller tells investors in a research note. The analyst keeps an Outperform rating on MSG Networks.
10/19/18
LEHM
10/19/18
INITIATION
Target $50
LEHM
Overweight
21st Century Fox reinstated with an Overweight at Barclays
Barclays analyst Kannan Venkateshwar reinstates coverage of 21st Century Fox with an Overweight rating and $50 price target. After shedding assets, the new Fox in some ways will re-emerge stronger and more focused, Venkateshwar tells investors in a research note. The analyst values New Fox at $12 per share.
10/30/18
MSCO
10/30/18
NO CHANGE
Target $95
MSCO
Overweight
WWE shares 'on sale' after pullback, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne noted that WWE (WWE) shares are down by over 30% this month, which he sees as a "rare opportunity" to buy shares of a company that he sees having both highly visible earnings growth and growing intellectual property value. He attributes the rapid selloff primarily to a broader market rotation out of risk assets due to rising interest rates and concerns over achieving long-term growth, but he thinks this "does not make sense" given that WWE's EBITDA opportunity "is not a decade away, but rather a year away," Swinburne tells investors. Two contracts underwritten by Comcast (CMCSA) and Fox (FOXA) drive the bulk of its earnings growth and its financial outlook has no immediate exposure to ratings or cord-cutting, Swinburne added. While he trimmed his price target on WWE shares to $95 from $105 after bumping up his investment expectations for 2019, the analyst maintains an Overweight rating on the stock.
11/05/18
EVER
11/05/18
INITIATION
Target $52
EVER
Outperform
21st Century Fox resumed with an Outperform at Evercore ISI
Evercore ISI analyst Vijay Jayant resumed coverage on 21st Century Fox with an Outperform and $52 price target.
FOX 21st Century Fox
$46.79

0.37 (0.80%)

10/15/18
MSCO
10/15/18
NO CHANGE
Target $135
MSCO
Overweight
Disney shares appear 'compelling' at current levels, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne believes Disney (DIS) shares appear "compelling" at a current valuation of under 13x "core" FY20 pro forma EPS given the company's opportunity to maximize the potential of the acquired Fox (FOXA) assets and scale a direct-to-consumer business. He attributes investor reluctance to own Disney shares to uncertainty about its ability to simultaneously execute on a large acquisition, launch a global direct-to-consumer business and grow, but Swinburne sees this "complexity discount" as an opportunity, he tells investors. He maintains an Overweight rating on Disney shares with a $135 price target.
09/24/18
BERN
09/24/18
NO CHANGE
BERN
Sky's bidding war outcome 'best possible result' for Disney, says Bernstein
Bernstein analyst Todd Juenger says this weekend's outcome of the bidding war for Sky (SKYAY) was "the best possible result" for Disney (DIS). The analyst argues that he never understood why Disney would want to operate a European DBS business, and never understood how Sky would contribute to Disney's DTC strategy. Rather than pay such a premium like Comcast (CMCSA), Disney can now get "paid" that premium, assuming Fox (FOXA) agrees to sell and deliver the proceeds to Disney in lieu of the shares they had promised, the analyst contends.
10/15/18
MSCO
10/15/18
INITIATION
Target $53
MSCO
Overweight
21st Century Fox resumed with an Overweight at Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne resumed coverage of 21st Century Fox (FOXA) with an Overweight rating and $53 price target, based on his valuation of $12 per share for "New Fox" and roughly $41 per share for "RemainCo." Swinburne said he expects New Fox's cable networks to deliver 7-8% annualized distribution fee growth through FY22, which he notes is higher growth than he projects for the U.S. TV assets it is selling to Disney (DIS). He projects roughly $2.1B of annual free cash flow generated on average for FY20-FY22, ramping up to nearly $2.5B in FY23, which he sees being used for dividends, buybacks and likely more M&A.
SO Southern Company
$45.67

0.43 (0.95%)

08/09/18
08/09/18
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. GOLDMAN CUTS SEAGATE TO SELL: Goldman Sachs analyst Mark Delaney downgraded Seagate Technology (STX) to Sell from Neutral and lowered his price target for the shares to $44 from $50, representing 20% downside from current levels. While Seagate has improved its product offerings in the last few years, hard disk drives remain a cyclical industry, and one "facing secular challenges in many parts of the market," Delaney said. He believes Seagate's fundamentals will peak in the second half of 2018 and decline in 2019. RBC CUTS FOX TO SECTOR PERFORM ON VALUATION: RBC Capital analyst Steven Cahall downgraded 21st Century Fox (FOXA) to Sector Perform from Outperform, but raised his price target to $49 from $45. The analyst noted that the stock is now trading near its M&A price and that he does not see any competitive bids emerging. Cahall adds that while the company is "undervalued", he awaits the separation to re-evaluate his stance. MORGAN STANLEY DOWNGRADES SEMI INDUSTRY: Morgan Stanley analyst Joseph Moore said he has become less constructive on semiconductor stocks through the year and he now believes elevated inventory levels and stretched lead times leave "no margin for error." Given his view that any lead time adjustment or demand slowdown could drive a "meaningful correction," Moore has downgraded his semiconductor industry view to Cautious from In-Line. He favors connector companies, like Amphenol (APH) and TE Connectivity (TEL) over analog/MCU at this point in the cycle, due to lower risk around lead time issues, Moore said. He also has a "strong preference" for high margin and more defensive models, such as Analog Devices (ADI) over lower margin and commodity exposed ones, like Cypress Semiconductor (CY) and ON Semiconductor (ON), he said. Despite his more cautious view on the space, Moore kept Overweight ratings on Nvidia (NVDA), Xilinx (XLNX) and Ambarella (AMBA), citing his view that they should benefit from secular growth in the area of AI, data center, and autonomous. SOUTHERN COMPANY GETS MULTIPLE DOWNGRADES AFTER Q2 REPORT: Barclays analyst Eric Beaumont downgraded Southern Company (SO) to Equal Weight and lowered his price target for the shares to $48 from $51. Credit Suisse analyst Michael Weinstein downgraded Southern Company to Underperform from Neutral and lowered his price target on the shares to $43 from $46. Guggenheim analyst Shahriar Pourreza downgraded Southern Company to Neutral from Buy and lowered his price target on the stock to $47 from $50. Evercore ISI analyst Greg Gordon downgraded Southern Company to Underperform from In Line and lowered his price target on Southern shares to $46 from $46.75.
09/26/18
09/26/18
NO CHANGE

Vogtle 3 & 4 co-owners agree to extend agreement vote to 5 p.m. Wednesday
voting deadline to Wednesday at 5 p.m.
09/28/18
MZHO
09/28/18
NO CHANGE
Target $42
MZHO
Neutral
Southern Company shareholders exposed to overruns after vote, says Mizuho
Mizuho analyst Paul Fremont keeps a Neutral rating on Southern Company after three of four Vogtle co-owners voted to move forward with construction under an amended agreement. He believes the agreement creates potential shareholder exposure if there are cost overruns above $2.1B in the future and lowered his price target for the shares to $42.
10/10/18
BOFA
10/10/18
UPGRADE
BOFA
Neutral
Southern Company upgraded to Neutral from Underperform at BofA/Merrill
BofA/Merrill analyst Julien Dumoulin-Smith upgraded Southern Company to Neutral with a $46 price target following a tour of the Vogtle Plant. The analyst said management was the most confident it recent memory regarding its ability to execute on time and within budget following Septermber's owners vote. Dumoulin-Smith said the April 2021 service date appears within reach following the recent workforce reset.
HUM Humana
$331.81

5.22 (1.60%)

09/19/18
RHCO
09/19/18
NO CHANGE
Target $380
RHCO
Hold
Humana price target raised to $380 from $350 at SunTrust
SunTrust analyst David MacDonald raised his price target on Humana to $380 after his "upbeat" meetings with its management. The analyst says the discussion focused on "strong core trends, key areas of growth, broad consumer-centric capabilities and strong momentum" heading into 2019. MacDonald also cites Humana's "attractive opportunity" around the increasingly apparent Medicare-Medicaid synergies for the Dual Eligible Special Needs Plans as well as its plentiful capital deployment opportunities. The analyst keeps his Hold rating on the shares however, noting that Humana's risk-reward is "balanced".
09/19/18
CHLM
09/19/18
NO CHANGE
Target $10
CHLM
Buy
Fitbit launch of 'Care' service a significant evolution, says Craig-Hallum
Craig-Hallum analyst Alex Fuhrman called Fitbit's (FIT) launch of its new enterprise-level service called "Fitbit Care" a "significant evolution" in the company's strategy to add value as a healthcare partner and to increase its recurring revenues. He also views the concurrent Humana (HUM) partnership announcement as evidence of the strong market demand for companies and healthcare providers to partner with Fitbit and integrate its data into users' other care plans. Fuhrman reiterates his Buy rating and $10 price target on Fitbit shares.
10/11/18
SPHN
10/11/18
NO CHANGE
SPHN
Stephens says home health final rule looking like draft would weigh on providers
Stephens analyst Dana Hambly said he expects the final rule for home health reimbursement to be released by CMS in the first week of November. He is concerned that if the final rule looks similar to the draft rule, particularly regarding behavioral assumptions, it would weigh on home health stocks. For-profit, urban providers with higher percentages of therapy visits are estimated to take the largest cuts under a Patient Driven Groupings Model for reimbursement, said Hambly, who sees the impact being largest for Brookdale Senior Living (BKD) and Humana's (HUM) Kindred at Home. Others that may be impacted include Amedisys (AMED), Encompass Health (EHC), Ensign Group (ENSG) and LHC Group (LHCG).
10/03/18
LEER
10/03/18
NO CHANGE
LEER
Upcoming midterm elections to act as key catalyst driving healthcare, says Leerink
Leerink analyst Ana Gupte expects the upcoming midterm elections to act as a key catalyst driving healthcare. This midterm has the potential for even more impact given the 2020 Presidential election could even lead to a Democratic supermajority, she contends. Gupte sees the most upside opportunity in Managed Medicaid stocks, such as Centene (CNC) and Molina Healthcare (MOH), and for Facilities names like HCA Healthcare (HCA) with a Blue Wave increasing Red state Medicaid expansions. Medicare Advantage with Humana (HUM) as the flagship name is her contrarian election pick. The analyst recommends buying Diversified MCOs with captive PBMs like UnitedHealth (UNH)/Optum [OP], Anthem (ANTM)/Ingenio Rx, and Cigna (CI)/Express Scripts (ESRX) under all scenarios.
KDP Keurig Dr Pepper
$27.20

0.57 (2.14%)

10/12/18
BMOC
10/12/18
NO CHANGE
Target $22
BMOC
Market Perform
BMO Capital more optimistic about Keurig Dr Pepper's margin expansion
BMO Capital analyst Amit Sharma writes that he is more optimistic about the ability of Keurig Dr Pepper to continues its margin expansion and to generate its intended $600M in cost synergies from the Dr Pepper Snapple acquisition. The analyst also points to the company's strong position to capitalize on "increasing coffee consumption across the categories". While he maintains his Market Perform rating and $22 price target after Keurig Dr Pepper's sell-side lunch this week, Sharma says he was encouraged by the management's views regarding FY18 earnings, stabilization of k-cup pricing, and the expected margin ramp up in the second half of the year.
09/13/18
GUGG
09/13/18
INITIATION
GUGG
Neutral
Keurig Dr Pepper initiated with a Neutral at Guggenheim
08/14/18
EVER
08/14/18
NO CHANGE
EVER
BodyArmor stake positive for Coca-Cola, negative for Pepsi, says Evercore
Evercore ISI analyst Robert Ottenstein views Coca-Cola's stake in BodyArmor as a "clear positive" for the company and a "clear negative" for both PepsiCo (PEP) and Keurig Dr Pepper (KDP). Pepsi's Gatorade product is most at risk with Coca-Cola taking a stake in BodyArmor, and Keurig Dr Pepper "losses distribution of the product and any path to ownership it might have enjoyed," Ottenstein tells investors in a research note.
07/25/18
07/25/18
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. Snap (SNAP) upgraded to Mixed from Negative at Vertical Group with analyst Phil Leggiere citing expectations for strong 2H 2018 spending. 2. Keurig Dr Pepper (KDP) upgraded to Positive from Neutral at Susquehanna. 3. Lockheed Martin (LMT) upgraded to Outperform from Market Perform at Cowen with analyst Cai von Rumohr citing its enhanced visibility to roughly 10% growth through 2021, above average cash flow, dividend yield, and attractive risk/reward. 4. Hawaiian Holdings (HA) upgraded to Buy from Hold at Deutsche Bank with analyst Michael Linenberg saying he views last night's quarter as strong and sees an improving CASM trend. 5. Target (TGT) upgraded to Accumulate from Hold at Gordon Haskett with analyst Chuck Grom saying geolocation data and proprietary card data support his Q2 4.5% comp. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
SRE Sempra Energy
$113.31

0.785 (0.70%)

10/11/18
BOFA
10/11/18
UPGRADE
Target $126
BOFA
Buy
Sempra Energy upgraded to Buy at BofA/Merrill
As previously reported, BofA/Merrill upgraded Sempra Energy to Buy from Neutral and raised its price target to $126 from $120. Analyst Julien Dumoulin-Smith said share weakness provides and attractive entry point given a substantial organic growth program and strong balance sheet.
10/11/18
BOFA
10/11/18
UPGRADE
BOFA
Buy
Sempra Energy upgraded to Buy from Neutral at BofA/Merrill
09/21/18
GSCO
09/21/18
UPGRADE
Target $128
GSCO
Conviction Buy
Sempra Energy upgraded to Conviction Buy from Buy at Goldman Sachs
Goldman Sachs analyst Michael Lapides added Sempra Energy to his firm's Americas Conviction List while keeping a Buy rating on the shares. The analyst upped his price target for the stock to $128 from $126. He sees improved project economics at Sempra's Mexico business as well as lower interest at the holding company. Lapides says Sempra Energy is now a top pick.
08/20/18
08/20/18
UPGRADE
Target $128

Outperform
Sempra Energy upgraded to Outperform on favorable risk/reward at Wells Fargo
As previously reported, Wells Fargo analyst Sarah Akers upgraded Sempra Energy to Outperform from Market Perform and raised her price target on the shares to $128 from $125. Following the one-day activist-driven pop back on June 11, the shares have underperformed by nearly 13%. With several overhangs in the rear-view mirror and various potential catalysts ahead, along with the recent underperformance, Akers thinks the risk/reward has shifted back in investors' favor.
ROK Rockwell Automation
$177.58

4.495 (2.60%)

10/15/18
COWN
10/15/18
DOWNGRADE
COWN
Underperform
Rockwell Automation downgraded to Underperform from Market Perform at Cowen
10/12/18
GDHS
10/12/18
INITIATION
Target $197
GDHS
Buy
Rockwell Automation initiated with a Buy at Gordon Haskett
Gordon Haskett analyst John Inch started Rockwell Automation with a Buy rating and $197 price target.
10/15/18
COWN
10/15/18
DOWNGRADE
Target $150
COWN
Underperform
Rockwell Automation downgraded to Underperform at Cowen
As reported previously, Cowen analyst Joseph Giordano downgraded Rockwell Automation to Underperform from Market Perform. The analyst cited heightened geopolitical risks, evidence of moderating trends, and key macro indicators with seemingly little room to the upside, and waning estimate momentum. Giordano lowered his price target to $150 from $175 on Rockwell Automation shares.
10/15/18
10/15/18
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. Parker-Hannifin (PH) and Rockwell Automation (ROK) were downgraded to Underperform from Market Perform at Cowen. 2. Nutrisystem (NTRI) downgraded to Underperform from Neutral at DA Davidson with analyst Linda Bolton Weiser saying she is less confident in the company being able to achieve the over 30% growth in Q4 EBITDA implied by its guidance and believes that the management could cut its outlook, citing "anecdotal evidence" that "steep" price discounting of as high as 29% may be continuing for Nutrisystem's reactivation customers. 3. KLA-Tencor (KLAC) downgraded to In Line from Outperform at Evercore ISI with analyst CJ Muse saying his recent data suggest that WFE orders are tracking to fall about 10% to $45B in FY19, but the decline could be as high as 20% if memory spending does not recover from the DRAM inventory glut-driven slump. 4. Delphi Technologies (DLPH) downgraded to Equal Weight at Morgan Stanley with analyst Armintas Sinkevicius citing the "surprise" CEO transition, stating that the reasons for the change at the top are not clear. 5. Monster Beverage (MNST) downgraded to In Line from Outperform at Evercore ISI with analyst Robert Ottenstein saying he sees fitness/sports energy drinks being poised to take share from traditional energy drinks. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
DISH Dish
$31.49

0.52 (1.68%)

10/23/18
GUGG
10/23/18
UPGRADE
Target $50
GUGG
Buy
Dish assumed with a Buy from Neutral at Guggenheim
Guggenheim analyst Mike McCormack assumed coverage of Dish Network and upgraded the shares to Buy from Neutral. The analyst upped his price target for the shares to $50 from $32.
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
10/23/18
DOWNGRADE

Underperform
Dish downgraded to Underperform on mounting pressures at Macquarie
As previously reported, Macquarie downgraded Dish to Underperform from Neutral. Analyst Amy Young said the path to monetization is less compelling and questions the Dish's next steps as 2020 nears. Young said if Chairman Ergen decides to build, Dish's valuation will change, if he bluffs, spectrum dynamics could work against him. Further, the core video business is still under pressure as linear subs decline and streaming competition increases, the analyst wrote in a note to investors. Young sees further short-term downside as more spectrum enters the market and lowers his price target to $31 from $36 to reflect spectrum valuation.
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.
KORS Michael Kors
$57.51

-0.8 (-1.37%)

11/02/18
UBSW
11/02/18
UPGRADE
Target $80
UBSW
Buy
Michael Kors upgraded to Buy from Neutral at UBS
UBS analyst Jay Sole upgraded Michael Kors to Buy from Neutral as he sees as much as 44% upside in the shares. The analyst cited his expectations of the company beating earnings consensus, noting that the shares are only pricing in 3% upside. He also anticipates a higher multiple when the market assigns it a higher premium, similar to other luxury peers. Sole raised his price target to $80 from $76 on Michael Kors shares.
11/02/18
11/02/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Emergent BioSolutions (EBS) upgraded to Buy from Neutral at Goldman Sachs with analyst Dana Flanders saying he sees an "underappreciated opportunity" for Emergent to expand into other verticals, highlighted by Narcan nasal spray. 2. Michael Kors (KORS) upgraded to Buy from Neutral at UBS and to Overweight from Neutral at Piper Jaffray. 3. Parker-Hannifin (PH) upgraded to Outperform from Market Perform at Wells Fargo with analyst Andrew Casey sayoing the recent selloff has created an opportunity "to get back on board the PH stock train." 4. Ingredion (INGR) upgraded to Neutral from Sell at Citi with analyst David Driscoll saying the worst is now likely behind the company's North American operations, which should resume growth in 2019 "when many of the transitory 2018 issues will be in the rear view mirror." 5. VeriSign (VRSN) upgraded to Neutral from Underweight at JPMorgan and to Outperform from Neutral at Baird. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/02/18
PIPR
11/02/18
UPGRADE
Target $71
PIPR
Overweight
Michael Kors upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Erinn Murphy upgraded Michael Kors to Overweight with an unchanged price target of $71. The stock is stock is underappreciated and undervalued, Murphy tells investors in a research note. The analyst says that while she's not a fan of the price Kors paid for Versace, its market cap has corrected by over $2.6B since September 24, thereby wiping out the entire purchase price of the deal and then some. She believes Michael Kors' portfolio of brands represents an earnings power approaching $8 per share over time. Michael Kors "is one of the cheapest stocks in our universe," says Murphy.
11/05/18
FBCO
11/05/18
NO CHANGE
Target $75
FBCO
Outperform
Michael Kors internal drivers should support EPS upside, says Credit Suisse
Credit Suisse analyst Michael Binett says that amid ongoing sector volatility, Michael Kors has multifaceted internal drivers to support EPS upside even if macro trends slow. His recent checks for the core Kors brand have been positive, and he is more optimistic that the Versace acquisition can be a strong long-term value driver. He reiterates an Outperform rating and $75 price target on the shares.
COTY Coty
$11.18

0.12 (1.09%)

08/28/18
08/28/18
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. APPLIED MATERIALS, LAM RESEARCH CUT TO NEUTRAL: BofA Merrill Lynch analyst Vivek Arya downgraded both Lam Research (LRCX) and Applied Materials (AMAT) to Neutral from Buy after lowering his wafer fab equipment growth outlook for this year to up 7% from up 10%. Arya also cut his estimates for 2019 and 2020, primarily to account for lower memory capital expenditures. He now expects relative growth in foundry/logic paired with declines in memory within the context of a "muted" WFE recovery in 2019. He lowered his price target on Applied shares to $49 from $65 and cut his target on Lam shares to $200 from $235. In late morning trading, Lam Research is down 2.5%, while Applied Materials is down 1%. BAIRD UPGRADES XILINX TO OUTPERFORM: Baird analyst Tristan Gerra upgraded Xilinx (XLNX) to Outperform from Neutral. The analyst said his field research suggests a very recent and significant acceleration in 5G-related orders for FPGAs scheduled for later this year. He also said data centers represent a longer-term significant growth avenue for the company. Gerra raised his price target to $90 from $71 on Xilinx shares. Xilinx is more than 2% higher in late morning trading. MORGAN STANLEY UPS COTY TO OVERWEIGHT: Morgan Stanley analyst Dara Mohsenian upgraded Coty (COTY) to Overweight from Equal Weight, pointing out that this is the first time the firm has had an Overweight rating on the stock since the company's 2013 IPO. Following four sell-side downgrades in the last two weeks and the stock's 40% year-to-date decline, Mohsenian now sees the risk/reward as "compelling," he told investors. Mohsenian, however, trimmed his price target on Coty shares to $14.50 from $17.00. Shares of Coty are up 6.6% in late morning trading. MORGAN STANLEY DISCUSSES MICROSOFT DIVIDEND RAISE: Morgan Stanley analyst Keith Weiss noted that Microsoft (MSFT) typically announces a dividend raise in mid-September and pointed out that the company has raised its dividend by an average of 14% annually since the financial crises in 2009, when the dividend was unchanged. He sees a higher probability of an above average dividend raise in September, noting that an increase of over 20% constitutes a raise larger than "normal" and would allow the dividend yield to return to above 2% despite strong stock performance over the last year. Weiss maintained his Overweight rating and $130 price target on Microsoft shares.
09/07/18
JPMS
09/07/18
NO CHANGE
JPMS
Underweight
Coty removed from Analyst Focus List as short idea at JPMorgan
JPMorgan analyst Andrea Teixeira removed Coty from her firm's Analyst Focus List as a short idea but keeps an Underweight rating on the name with a $10.50 price target. The analyst believes the company's sales challenges will likely persist through the upcoming quarters and that there is still downside risk to the Street estimates. However, she admits that her "bear call has mostly played out" with the shares down 38.2% year-to-date. Teixeira cites the stock underperformance and potential buying demand from JAB as reasons to remove Coty from the Focus List as a short.
09/17/18
STFL
09/17/18
NO CHANGE
STFL
JAB could increase ownership in Coty after lock-up expires, says Stifel
Stifel options strategist Frank Poerio said he sees a near-term catalyst for Coty shares, namely that he believes a pending two-year lockup expiry could let JAB Investments significantly increase its ownership above the current 39% level. Given the heightened overall volatility, he prefers using call-spreads to capture the potential catalyst and/or an earnings related upside move, Poerio tells investors.
09/18/18
DADA
09/18/18
NO CHANGE
DADA
Neutral
Avon CEO likely to get time before board considers sale, says DA Davidson
DA Davidson analyst Linda Bolton Weiser thinks the board of Avon Products (AVP) will give new CEO Jan Zijderveld a period of time to improve financial performance before seriously considering a sale of the company. With Zijderveld set to unveil his turnaround strategy on September 21, the Wall Street Journal reported last night that Brazilian beauty direct seller Natura recently approached Avon about a takeover, Bolton Weiser tells investors in a research note titled "What Will Become of Avon?" Natura said in a statement, however, that there are no negotiations in progress concerning a possible acquisition of Avon, the analyst points out. She doubts that the board and Cerberus would find it prudent to sell the company when the share price is around $2. With that said, Bolton Weiser notes that Avon's takeout valuation is $7.75 per share based on Coty's (COTY) 2012 offer. In April 2012, Coty offered $23.25 per share for Avon, a 27% premium, and later raised it to $24.75 per share, or $10.7B, the analyst recalls. She notes the offer was withdrawn in May 2012. Bolton Weiser has a Neutral rating on Avon Products with a $1.75 price target. The stock in late morning trading is up 8%, or 16c, to $2.24.
AMRX Amneal Pharmaceuticals
$19.09

0.87 (4.78%)

10/16/18
RHCO
10/16/18
DOWNGRADE
RHCO
Hold
Amneal Pharmaceuticals downgraded to Hold from Buy at SunTrust
10/16/18
RHCO
10/16/18
DOWNGRADE
Target $15
RHCO
Hold
Amneal Pharmaceuticals downgraded to Hold at SunTrust on competition
As reported earlier, SunTrust analyst John Boris downgraded Amneal Pharmaceuticals to Hold from Buy and lowered his price target to $15 from $24. The analyst notes that while the company has indicated that it has the highest number of approvals on tap for FY19, its Q4 is faced with pressure from the earlier than anticipated timing from top drug competition. Boris further cites his channel checks suggesting that pricing is worsening in some segments and also notes the October 31st lock-up expiry on equity of about 57% potentially adding to the pressure on the stock.
10/16/18
10/16/18
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. Pinnacle Foods (PF) downgraded to Hold from Buy at Jefferies with analyst Akshay Jagdale saying he assumes Conagra Brands' (CAG) bid to buy the company for $68 will go through without any competing bids. 2. Amneal Pharmaceuticals (AMRX) downgraded to Hold from Buy at SunTrust with analyst John Boris saying while the company has indicated that it has the highest number of approvals on tap for FY19, its Q4 is faced with pressure from the earlier than anticipated timing from top drug competition. 3. Southern Copper (SCCO) downgraded to Hold from Buy at Santander. 4. Smith & Nephew (SNN) downgraded to Hold from Buy at HSBC. 5. Spero Therapeutics (SPRO) downgraded to Underperform from Neutral at BofA/Merrill with analyst Jason Gerberry saying after reviewing Spero's pipeline he has a more conservative view for lead asset, SPR994 for the treatment of complicated urinary tract infections. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/18/18
WELS
10/18/18
NO CHANGE
WELS
Sandoz results 'potential warning signal' for generics, says Wells Fargo
Wells Fargo analyst David Maris views this morning's results from Novartis' (NVS) generic unit Sandoz as "another negative datapoint" for generic stocks, notably Teva (TEVA), Mylan (MYL) and Amneal Pharmaceuticals (AMNX). Novartis reported Sandoz net sales of $2.4B, down 4% on constant currency, and noted that sales were pressured by 8% pricing erosion in the quarter, Maris tells investors in a research note. Novartis also highlighted that U.S sales for Sandoz declined 17% due to "industry wide pricing pressure," Maris points out. The analyst views the quarter as a "potential warning signal" for the Q3 earnings season for companies with large U.S. commodity generic exposure. He maintains his caution on "generic industry margin risks."
GRPN Groupon
$3.26

-0.005 (-0.15%)

09/14/18
WEDB
09/14/18
INITIATION
Target $4
WEDB
Neutral
Groupon initiated with a Neutral at Wedbush
Wedbush analyst Ygal Arounian started Groupon with a Neutral rating and $4 price target. Despite an improved margin profile, Groupon has yet to show a steady increase in profit dollars and has not been able to consistently grow the most important part of the business, Local, Arounian tells investors in a research note. The analyst comes out on the sidelines citing Groupon's "current below-ecommerce market growth rates."
09/14/18
DADA
09/14/18
NO CHANGE
Target $8
DADA
Buy
Groupon is 'attractively priced', says DA Davidson
DA Davidson analyst Tom Forte kept his Buy rating and $8 price target on Groupon, saying the stock is "attractively priced" at current levels with free-cash-flow yield above of 14.8%. The analyst adds that he is "encouraged" by the company's hiring of Sarah Butterfass as its Chief Product Officer. He sees the decision as a reflection of the management's efforts to generate "significant" free cash flow or facilitate the sale of the company to a "strategic buyer", which could unlock up to $12 per share in incremental value for investors.
07/30/18
RILY
07/30/18
NO CHANGE
Target $6.3
RILY
Buy
Groupon has ample liquidity to cover IBM award, says B. Riley FBR
B. Riley FBR analyst Sameet Sinha says Groupon (GRPN) has ample liquidity to cover the $83.5M patent award to IBM (IBM). The company has $93M in net cash and an untapped $250M revolver, Sinha tells investors in a research note. He keeps a Buy rating on Groupon shares with a $6.30 price target.
07/09/18
DADA
07/09/18
NO CHANGE
Target $8
DADA
Buy
Groupon offers 'tremendous value' in potential sale, says DA Davidson
DA Davidson analyst Tom Forte kept his Buy rating and $8 price target on Groupon following speculation by Recode over the weekend that the company is looking to sell itself. Forte recommends that investors purchase shares, stating that the market is underpricing Groupon as its "North American business has never been in better shape and its international operations are well positioned". In a bull case, the analyst contends that Groupon could be worth $12 per share if it can improve its growth rate or find a strategic buyer where a deal would value the two companies higher than the sum of their parts. Forte speculates about Priceline (PCLN), Alibaba (BABA), Google (GOOGL), and Facebook (FB) as potential acquirers for Groupon.
DF Dean Foods
$7.71

0.26 (3.49%)

08/17/18
JPMS
08/17/18
DOWNGRADE
Target $6
JPMS
Underweight
Dean Foods downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Ken Goldman downgraded Dean Foods to Underweight from Neutral and cut his price target for shares to $6 from $9, reflecting 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. After recently restructuring his working Dean Foods model, Goldman says that "The more we scrubbed the numbers, the less confidence we had that Dean would hit Street forecasts for EPS in any of the next three years."
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.
08/08/18
08/08/18
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. Dean Foods (DF) upgraded to Hold from Sell at Deutsche Bank. 2. Plantronics (PLT) upgraded to Buy from Neutral at Sidoti with the firm citing attractive valuation. 3. CarGurus (CARG) upgraded to Outperform from Market Perform at JMP Securities and to Outperform from Sector Perform at RBC Capital. 4. Bristol-Myers (BMY) upgraded to Neutral from Underweight at Atlantic Equities. 5. Floor & Decor (FND) upgraded to Buy from Hold at Loop Capital with analyst Anthony Chukumba saying the company continues to post the "best relative performance in the flooring retailing industry." 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
JPMS
08/17/18
DOWNGRADE
JPMS
Underweight
Dean Foods downgraded to Underweight from Neutral at JPMorgan

TODAY'S FREE FLY STORIES

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Durect

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CACI

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Talend

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MGTA

Magenta Therapeutics

$7.50

0.4 (5.63%)

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NERV

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BKI

Black Knight

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0.87 (1.78%)

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Dun & Bradstreet

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CMP

Compass Minerals

$52.49

0.98 (1.90%)

08:04
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LANC

Lancaster Colony

$182.53

-0.21 (-0.11%)

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TENX

Tenax Therapeutics

$3.80

(0.00%)

08:03
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SLDB

Solid Biosciences

$33.82

2.81 (9.06%)

, SRPT

Sarepta

$119.02

0.14 (0.12%)

08:02
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Conference/Events
Morgan Stanley to hold a bus trip »

Biotech Boston Bus Trip…

SLDB

Solid Biosciences

$33.82

2.81 (9.06%)

SRPT

Sarepta

$119.02

0.14 (0.12%)

NTGN

Neon Therapeutics

$6.98

-0.1 (-1.41%)

EDIT

Editas Medicine

$29.00

0.92 (3.28%)

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  • 19

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NEE

NextEra Energy

$180.41

1.27 (0.71%)

08:02
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  • 05

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KMB

Kimberly-Clark

$111.22

0.43 (0.39%)

08:01
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08:01
Periodicals
Kimberly-Clark won't sell European tissue business with bids too low, FT says »

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08:01
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Bernstein to hold a symposium »

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NEE

NextEra Energy

$180.41

1.27 (0.71%)

08:01
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Breaking Hot Stocks news story on NextEra Energy »

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  • 05

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HP

Helmerich & Payne

$62.59

2.54 (4.23%)

08:00
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SASR

Sandy Spring Bancorp

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SBH

Sally Beauty

$20.61

-0.425 (-2.02%)

07:57
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NHLD

National Holdings Corp

$2.96

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QIWI

Qiwi

$14.15

-0.28 (-1.94%)

07:55
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  • 19

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MDGL

Madrigal Pharmaceuticals

$129.47

-3.36 (-2.53%)

07:54
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  • 20

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BAX

Baxter

$66.49

0.68 (1.03%)

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LONE

Lonestar Resources

$7.03

-0.32 (-4.35%)

07:52
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  • 26

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GOOGL

Alphabet Class A

$1,069.13

-2.09 (-0.20%)

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Alphabet

$1,062.01

-2.73 (-0.26%)

07:52
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ORCL

Oracle

$51.19

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CTL

CenturyLink

$19.16

0.19 (1.00%)

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