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ZEN

Zendesk

$53.56

1 (1.90%)

, ACIA

Acacia Communications

$44.24

0.41 (0.94%)

10:55
11/14/18
11/14
10:55
11/14/18
10:55

UBS to hold a conference

Global Technology Conference will be held in San Francisco on November 12-14 with webcasted company presentations to begin on November 14 at 11 am; not all company presentations may be webcasted. Webcast Link

ZEN

Zendesk

$53.56

1 (1.90%)

ACIA

Acacia Communications

$44.24

0.41 (0.94%)

V

Visa

$140.47

0.75 (0.54%)

EGHT

8x8, Inc.

$18.44

0.18 (0.99%)

TWLO

Twilio

$85.94

0.87 (1.02%)

ATVI

Activision Blizzard

$52.63

0.09 (0.17%)

ASX

ASE Technology

$3.79

(0.00%)

TEAM

Atlassian

$72.68

-0.32 (-0.44%)

DZSI

Dasan Zhone

$15.05

0.75 (5.24%)

EA

Electronic Arts

$86.88

-0.52 (-0.59%)

EPAM

Epam Systems

$129.94

1.73 (1.35%)

ICHR

Ichor Holdings

$16.25

0.16 (0.99%)

SAP

SAP

$104.35

0.6 (0.58%)

SQNS

Sequans

$1.01

-0.025 (-2.42%)

STM

STMicroelectronics

$14.16

0.165 (1.18%)

DATA

Tableau

$114.74

2.17 (1.93%)

ERIC

Ericsson

$8.61

-0.31 (-3.48%)

TER

Teradyne

$35.02

1 (2.94%)

TWTR

Twitter

$33.68

1.19 (3.66%)

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ZEN Zendesk
$53.56

1 (1.90%)

11/08/18
JEFF
11/08/18
NO CHANGE
Target $82
JEFF
Buy
Zendesk one of the most attractive mid-cap growth stocks, says Jefferies
After hosting investor meetings with management, Jefferies analyst Samad Samana says he views Zendesk as one of the most attractive mid-cap growth stocks. He reiterates a Buy rating on the shares with an $82 price target. The stock has been weak along with the rest of software recently, but its fundamental outlook remains positive, Samana tells investors in a research note. He believes the "clearest benefit" of the bundled Zendesk Suite pricing is that it allows the company to better monetize its non-Support products more quickly.
10/15/18
PIPR
10/15/18
NO CHANGE
Target $72.5
PIPR
Overweight
Zendesk pullback a buying opportunity ahead of results, says Piper Jaffray
Piper Jaffray analyst Alex Zukin views the 13% pullback in shares of Zendesk this month as a buying opportunity ahead of the company's Q3 results on October 30. The analyst sees "no shift in fundamentals" and continues to view Zendesk as one of the best positioned companies to catalyze the digital transformation of customer experience. Channel checks suggest another healthy enterprise quarter, with increasing confidence as the company continues to execute on a "robust" second half of 2018 pipeline, Zukin tells investors in a research note. He reiterates an Overweight rating on the shares with a $72.50 price target.
10/10/18
KEYB
10/10/18
NO CHANGE
KEYB
Shopify, Salesforce should be bought on October pullback, says KeyBanc
KeyBanc analyst Brent Bracelin notes that the 55 largest SaaS stocks had an incredible run through the end of Q3, as the group benefited from robust secular tailwinds and multiple expansion with forward EV/S levels increasing by two full turns above the five-year average. That said, the "Big Chill" has quickly set in during the first nine days of October as the group is down 11% this month and 21% from the highs, on average, he adds. The analyst has identified eight high-quality SaaS stocks that he would buy on the October pullback based on attractive risk-reward and growth profiles looking out into 2020, namely Shopify (SHOP), Salesforce (CRM), Twilio (TWLO), Wix.com (WIX), Zendesk (ZEN), BlackLine (BL), Avalara (AVLR), and Mindbody (MB).
10/08/18
DBAB
10/08/18
INITIATION
DBAB
Buy
Zendesk initiated with a Buy at Deutsche Bank
Deutsche Bank analyst Michael Turrin initiated Zendesk with a Buy rating and $85 price target, and called the stock a top SMID-Cap pick.
ACIA Acacia Communications
$44.24

0.41 (0.94%)

09/13/18
09/13/18
DOWNGRADE

Equal Weight
Morgan Stanley goes to Equal Weight on optical, downgrades Finisar and Ciena
As previously reported, Morgan Stanley analyst Meta Marshall downgraded Finisar (FNSR) and Ciena (CIEN), both to Equal Weight from Overweight, as she adjusted her Optical Scorecard following the earnings reports from companies in the sector. The two stocks have closed the short-term valuation gaps that she previously believed existed with their respective moves up of about 35% since April for Finisar and 25% since June for Ciena, Marshall tells investors. The analyst added that she is being cautious ahead of Ciena's FY19 guidance, though she raised her price target on the stock to $32 from $30. Marshall, who keeps a $20 price target on Finisar shares, said she thinks its catalysts don't come until calendar 2019. The analyst also noted that with these two downgrades, she is now Equal Weight on the space as a whole, as she also has Equal Weight ratings on Lumentum (LITE), II-VI (IIVI) and Acacia Communications (ACIA).
09/13/18
09/13/18
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. MORGAN STANLEY CUTS FINISAR, CIENA TO EW: Morgan Stanley analyst Meta Marshall downgraded both Finisar (FNSR) and Ciena (CIEN) to Equal Weight from Overweight, as she adjusted her Optical Scorecard following the earnings reports from companies in the sector. The two stocks have closed the short-term valuation gaps that she previously believed existed with their respective moves up, Marshall said. The analyst added that she is being cautious ahead of Ciena's FY19 guidance, though she raised her price target on the stock to $32 from $30. Marshall, who kept a $20 price target on Finisar shares, said she thinks its catalysts don't come until calendar 2019. The analyst also noted that she is now Equal Weight on the space as a whole, as she also has Equal Weight ratings on Lumentum (LITE), II-VI (IIVI) and Acacia Communications (ACIA). BOFA CUTS WAYFAIR TO NEUTRAL: BofA Merrill Lynch analyst Askshay Bhatia downgraded Wayfair (W) to Neutral from Buy and raised its price target to $160 from $130. Bhatia believes growth is likely to decelerate ahead and sees increasing investments into 2019. Combining that with shares that are up 86% year-to-date leaves little room for further upside, the analyst added. SNAP UPPED TO HOLD FOLLOWING SELLOFF: Pivotal Research analyst Brian Wieser upgraded Snap (SNAP) to Hold from Sell with an unchanged price target of $9. Risks are still present, especially in the near-term, but current trading levels balance those risks with the company' long-term potential, Wieser said. Risks include "aggressive competition from much larger companies," a core user base that is "not growing by much and is only relatively elusive," and a "sub-optimal corporate structure," according to the analyst. BERNSTEIN STARTS NIO WITH UNDERPERFORM: Bernstein analyst Robin Zhu started coverage of NIO Inc. (NIO) with an Underperform rating and $4.20 price target. While the analyst is intrigued by many things, from its impressive branding to its massive volume ambitions, he is unconvinced NIO's shares represent a sound investment. Further, Zhu is skeptical the Chinese electric carmaker can achieve its volume targets. FBN STARTS AMD WITH OUTPERFORM: FBN Securities analyst Shelby Sayrafi initiated coverage of AMD (AMD) with an Outperform rating and $40 price target. AMD currently has a "strong" new product cycle driven by its Zen architecture, fifth generation graphics chips and EPYC processors for the enterprise server market that are "all ramping well currently," Sayrafi said. The analyst believes the EPYC server chip could help AMD penetrate the $16B server chip market.
10/30/18
COWN
10/30/18
NO CHANGE
Target $44
COWN
Outperform
Acacia Communications set for good second half 2018, says Cowen
Cowen analyst Paul Silverstein continues to see a favorable set-up for both the Acacia Communications operating model and its shares in the second half of 2018 and beyond. The analyst said it should benefit from the expansion of coherent technology beyond metro and long-haul optical transport and from ongoing revenue diversification. Silverstein reiterated his Outperform rating and $44 price target on Acacia Communications shares.
11/05/18
DBAB
11/05/18
NO CHANGE
Target $60
DBAB
Buy
Acacia Communications price target raised to $60 from $45 at Deutsche Bank
Deutsche Bank analyst Vijay Bhagavath raised his price target for Acacia Communications to $60 citing the company's "solid" beat in Q3. He keeps a Buy rating on the shares.
V Visa
$140.47

0.75 (0.54%)

10/19/18
RHCO
10/19/18
NO CHANGE
Target $88
RHCO
Hold
PayPal price target lowered to $88 from $92 at SunTrust
SunTrust analyst Andrew Jeffrey lowered his price target on Paypal (PYPL) to $88 and kept his Hold rating after its Q3 results, saying that while the company is benefiting from "important secular demand drivers" of eCommerce and Mobile, he remain "guarded" in relation to its Venmo monetization and barriers to entry. The analyst adds that given PayPal's position as a "hybrid" growth company, it lacks a "competitive moat" unlike Visa (V) and MasterCard (MA), arguing that those two offer a superior risk-reward proposition for longer term investors.
10/25/18
LOOP
10/25/18
NO CHANGE
Target $157
LOOP
Buy
Visa strategic position 'as attractive as ever', says Loop Capital
Loop Capital analyst Joseph Vafi kept his Buy rating and $157 price target on Visa after its Q4 results, saying the key drivers for the company's continued solid profitability are the "double-digit growth in payment volumes, cross-border volumes and overall processed transactions". The analyst adds that Visa's incentives appear to be normalizing , which is a "sign of further client contract transitions from Visa Europe", while its Asia customer growth trend remains strong.
10/25/18
MSCO
10/25/18
NO CHANGE
Target $165
MSCO
Overweight
Visa trends remain healthy despite some forex headwinds, says Morgan Stanley
Morgan Stanley analyst James Faucette said Visa's Q4 results and FY19 outlook point to a continuation of solid underlying trends globally, despite some headwinds resulting from the stronger U.S. dollar. Despite the expected forex headwind, Faucette points to Europe, India and Visa Direct as among the company's multiple potential upside drivers. He maintains an Overweight rating and $165 price target on Visa shares.
10/25/18
BMOC
10/25/18
NO CHANGE
Target $196
BMOC
Outperform
Visa price target raised to $196 from $187 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on Visa to $196 after its Q4 earnings beat, saying the stock "remains" his "highest conviction" Outperform recommendation. The analyst notes that the lower than expected incentives and taxes "more than offset" lower revenues, which were driven by declines in China volumes and higher expenses. Fotheringham also raises his FY19 EPS view by 5c to $5.40 to reflect higher-than-previously-modeled net revenues coming from faster volume growth.
EGHT 8x8, Inc.
$18.44

0.18 (0.99%)

10/10/18
WBLR
10/10/18
INITIATION
WBLR
Outperform
8x8, Inc. assumed with an Outperform at William Blair
William Blair analyst Jim Breen assumed coverage of 8x8, Inc. with an Outperform rating.
07/11/18
STFL
07/11/18
INITIATION
Target $25
STFL
Buy
8x8, Inc. initiated with a Buy at Stifel
Stifel analyst Matthew Van Vliet initiated 8x8 with a Buy rating and a price target of $25, saying the company is positioned as a technology leader in cloud communications as a service industry and continues to invest heavily. The analyst adds that its enterprise-grade offerings to businesses of all sizes provide best-in-class communications services in the cloud, noting that the company's management team is now in place to drive increasing enterprise and mid-market penetration.
10/30/18
SRCH
10/30/18
INITIATION
SRCH
Hold
8x8, Inc. initiated with a Hold at Summit Insights
Summit Insights initiated 8x8, Inc with a Hold and $20 price target.
05/25/18
05/25/18
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. Ultra Petroleum (UPL) downgraded to Hold from Buy at Stifel analyst Michael Scialla saying that supply growth appears set to outpace incremental demand from LNG exports, Mexican exports, and industrial sources. 2. Zoe's Kitchen (ZOES) downgraded to Market Perform from Outperform at William Blair, to Hold from Buy at Maxim, and to Underweight from Neutral at Piper Jaffray. 3. Roche (RHHBY) downgraded to Underperform from Neutral at Credit Suisse. 4. 8x8, Inc. (EGHT) downgraded to Neutral from Buy at BofA/Merrill with analyst Nikolay Beliov saying 8x8, Inc. reported a Q4 revenue beat but missed on margins again due to increased investment. 5. First Cash Financial (FCFS) downgraded to Neutral from Outperform at Credit Suisse. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TWLO Twilio
$85.94

0.87 (1.02%)

11/07/18
JPMS
11/07/18
NO CHANGE
Target $84
JPMS
Overweight
Twilio price target raised to $84 from $75 at JPMorgan
JPMorgan analyst Mark Murphy raised his price target for Twilio to $84 saying the company last night reported an "outstanding" quarter with accelerating sales growth. Revenue growth accelerated for the third consecutive quarter to 68% year-over-year growth, Murphy tells investors in a post-earnings research note. The analyst says the quarter strengthens his conviction in Twilio as a top SMID-Cap pick. He keeps an Overweight rating on the name.
11/07/18
ADAM
11/07/18
NO CHANGE
Target $90
ADAM
Buy
Twilio price target raised to $90 from $80 at Canaccord
Canaccord analyst Richard Davis raised his price target on Twilio to $90 from $80 following Q3 results he called "solid." Davis reiterated his Buy rating on Twilio shares, citing the company's significant leverage, revenue growth potential, and solid momentum.
11/12/18
OPCO
11/12/18
NO CHANGE
Target $110
OPCO
Outperform
Twilio price target raised to $110 form $90 at Oppenheimer
Oppenheimer analyst Ittai Kidron raised his price target for Twilio to $110 from $90 following another "exceptional" earnings report. The analyst believes consensus expectations still underestimate top-line growth potential, and sees at least $60M-$80M/$160M-$180M of upside to FY19/20 consensus factoring in a decline in net dollar expansion rate from the mid-140% range in FY18 to the mid-130%/120% range in FY19/20, respectively. Kidron reiterates an Outperform rating on the shares.
11/12/18
WBLR
11/12/18
NO CHANGE
WBLR
Outperform
William Blair still sees value in owning shares of Twilio
After taking a fresh look at Twilio's valuation following last week's post-earnings rally, William Blair analyst Bhavan Suri believes "there is still value in owning the stock." While the 35% rally on earnings "was probably a bit overdone," consensus expectations for 2019 and 2020 could prove conservative, Suri tells investors in a research note titled "Dreaming the Dream." The analyst says that if he were to assume Twilio can grow revenues 40% in 2019 and 30% in 2020, he would consider a cumulative growth rate of roughly 80% over the next two years. Applying an enterprise value of 10 times this forward revenue estimate, Suri says he would be able to justify a stock price of roughly $110. The analyst remains positive on Twilio's long-term fundamentals and thinks that "accumulating shares on any significant rationalization of the recent move makes sense." He keeps an Outperform rating on the name.
ATVI Activision Blizzard
$52.63

0.09 (0.17%)

11/09/18
STFL
11/09/18
NO CHANGE
Target $78
STFL
Buy
Activision Blizzard Q3 report had more negatives than positives, says Stifel
Stifel analyst Drew Crum said Activision Blizzard reported Q3 results he would call mixed, but "featuring more negatives than positives." Blizzard margins "seemed low" and FY18 guidance being left unchanged places heavy dependence on the holiday period, Crum tells investors in a post-earnings note. He currently has a Buy rating on Activision Blizzard shares with a $78 target price, but noted that he is in the process of updating his game model.
11/09/18
MSCO
11/09/18
NO CHANGE
Target $72
MSCO
Overweight
Activision Blizzard price target lowered to $72 from $80 at Morgan Stanley
Morgan Stanley analyst Brian Nowak lowered his price target on Activision Blizzard shares to $72 from $80, stating that the company's choice not to pass through its Q3 beat to full-year guidance despite strong performance from "Call of Duty" speaks to the challenges facing core franchises such as Destiny, Overwatch and Hearthstone. Activision Blizzard now has fewer near-term outperforming properties than it has over the past two years, which speaks to recent execution issues, particularly at Blizzard, Nowak tells investors. However, he remains positive on the company's pipeline and "call options" such King advertising and esports and keeps an Overweight rating on Activision Blizzard shares.
11/09/18
WEDB
11/09/18
NO CHANGE
Target $81
WEDB
Outperform
Activision Blizzard price target cut to $81 from $100 at Wedbush
Wedbush analyst Michael Pachter maintained an Outperform rating on Activision Blizzard but cut his price target to $81 from $100 after the company reported Q3 results roughly in line with expectations. In a research note to investors, Pachter said that despite the quarter, management did not pass through any of the Q3 upside to the full year guidance. Activision Blizzard, which is on the firm's Best Ideas List, could deliver outsized earnings growth by optimizing King's untapped ad opportunity and monetizing its Overwatch League, he adds.
11/09/18
JEFF
11/09/18
NO CHANGE
Target $85
JEFF
Buy
Activision full year estimates still have 'significant' upside, says Jefferies
Activision Blizzard did not flow it Q3 beat through to full-year guidance, implicitly taking down its Q4 outlook despite releasing two hit games in October with Call of Duty Black Ops 4 and Candy Crush Friends, Jefferies analyst Timothy O'Shea tells investors in a post-earnings research note. The analyst lowered his price target for the shares to $85 from $90 but keeps a Buy rating on the name. He still sees "significant upside" to full year earnings estimates.
ASX ASE Technology
$3.79

(0.00%)

10/10/18
JPMS
10/10/18
DOWNGRADE
JPMS
Neutral
JPMorgan downgrades ASE to Neutral, UMC to Underweight ahead of down-cycle
JPMorgan analyst Gokul Hariharan said he has been relatively cautious on Asian semis since July, but recent negative datapoints, including ongoing weakness in China smartphones and the accumulation of inventories at China distributors, lead him to expect a cyclical downturn in the first half of 2019. The analyst, who cut his estimates "across the board" for Asian logic semis, downgraded UMC (UMC) to Underweight from Neutral and downgraded ASE Technology (ASX) to Neutral from Overweight. Smaller foundries are likely to see margin pressure as 8" order cuts come through and mature 12" demand weakens, said the analyst, who added that he does not expect a reversal of the trend of Asian semis underperforming the broader PHLX Semiconductor Sector index (SOX).
10/08/18
LYON
10/08/18
DOWNGRADE
LYON
Underperform
ASE Technology downgraded to Underperform from Outperform at CLSA
10/10/18
JPMS
10/10/18
DOWNGRADE
JPMS
Neutral
ASE Technology downgraded to Neutral from Overweight at JPMorgan
TEAM Atlassian
$72.68

-0.32 (-0.44%)

11/13/18
BTIG
11/13/18
UPGRADE
BTIG
Buy
Atlassian upgraded to Buy from Neutral at BTIG
10/23/18
10/23/18
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. RH (RH) initiated with an Outperform at Wedbush. 2. Altria Group (MO) initiated with a Market Perform at Bernstein. 3. Gritstone Oncology (GRTS) initiated with an Outperform at Cowen, an Overweight at Barclays, and a Neutral at Goldman Sachs. 4. Caesars (CZR) initiated with an Overweight at Morgan Stanley. 5. Atlassian (TEAM) initiated with a Hold on valuation at Needham. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/23/18
10/23/18
UPGRADE
Target $89

Overweight
Atlassian upgraded to Overweight on attractive valuation at KeyBanc
As previously reported, KeyBanc analyst Alex Kurtz upgraded Atlassian to Overweight from Sector Weight, with a $89 price target. The analyst argues that the recent 21% pullback over the last month has created an improved entry point for what he views as a leading collaboration platform that can sustain above-peer growth rates.
11/13/18
BTIG
11/13/18
UPGRADE
Target $100
BTIG
Buy
Atlassian upgraded to Buy from Neutral at BTIG
BTIG analyst Joel Fishbein upgraded Atlassian to Buy with a price target of $100, saying the 9% decline in its stock price since last Thursday has given him the entry point he has been awaiting. The analyst states that the company's "software tools that help teams work together" position it as a "unique secular growth story powered by an innovative product and distribution model" within a large addressable market. Fishbein adds that Atlassian is at the "epicenter" of this "developer movement" within the "ongoing shift in the software industry".
DZSI Dasan Zhone
$15.05

0.75 (5.24%)

EA Electronic Arts
$86.88

-0.52 (-0.59%)

10/31/18
MKMP
10/31/18
NO CHANGE
Target $135
MKMP
Buy
Electronic Arts price target lowered to $135 from $157 at MKM Partners
MKM Partners analyst Eric Handler lowered his price target on Electronic Arts to $135 after its lowered FY19 guidance as well as reducing his implied forward earnings target multiple to a less aggressive 24-times from 26-times and lowering his FY20 EPS view by 30c to $5.25. The analyst also keeps his Buy rating, stating that the stock is hurt by an "overly bearish sentiment" while outlining the company's potential catalysts coming from Live Services performance, Battlefield V selling season, and the "revitalized mobile growth" from the December launch of "Command & Conquer".
10/31/18
10/31/18
DOWNGRADE
Target $110

Neutral
Atlantic Equities sees limited catalysts for Electronic Arts, downgrades to Neutral
As previously reported, Atlantic Equities analyst Kunaal Malde downgraded Electronic Arts to Neutral from Overweight after the company reported Q2 results and maintained FY19 guidance, but with a weighting more to upfront sales than originally expected, which he said raises concerns that the mix shift to recurring revenue lines could be fading. Live Services slowed again, contrary to our prior expectations, added Malde. Given that the stock is down about 35% from its highs, he thinks there may be limited further downside, but he also sees few positive near-term catalysts, Malde tells investors. He lowered his price target on EA shares to $110 from $140.
10/31/18
10/31/18
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 Neutral from Overweight at Atlantic Equities with analyst Kunaal Malde saying "Live Services slowed again, contrary to our prior expectations." 2. Qualcomm (QCOM) downgraded to Neutral from Buy at BofA/Merrill with analyst Tal Liani saying Qualcomm is facing licensing disputes with Huawei and Apple (AAPL) with resolution timing uncertain and royalty rates that are likely trend lower over time. 3. Container Store (TCS) downgraded to Underweight from Neutral at JPMorgan with analyst Christopher Horvers saying he expects the 2019 consumer environment to "soften with housing appearing to moderate as well." 4. Clovis (CLVS) downgraded to Neutral from Overweight at JPMorgan with analyst Cory Kasimov saying the company's Q3 report was "clearly surprising and disappointing," as Rubraca sales of $22.8M fell well below consensus of $31.3M and represented a sequential decline versus $23.8M in Q2. 5. Weatherford (WFT) downgraded to Neutral from Buy at Guggenheim with analyst Sasha Sanwal citing the company's Q3 results. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/31/18
OPCO
10/31/18
NO CHANGE
Target $115
OPCO
Outperform
Electronic Arts price target lowered to $115 from $132 at Oppenheimer
Oppenheimer analyst Andrew Uerkwitz lowered his price target for Electronic Arts to $115 from $132, while reiterating an Outperform rating on the shares. The analyst believes EA's long-term growth story remains intact, given its diversified IP portfolio and strategic focus on live services and technology innovation. That said, the company faces near-term execution challenges and competitive pressure, which warrants a lower multiple than peers, he contends.
EPAM Epam Systems
$129.94

1.73 (1.35%)

11/02/18
CANT
11/02/18
NO CHANGE
Target $146
CANT
Overweight
Epam Systems price target raised to $146 from $139 at Cantor Fitzgerald
Cantor Fitzgerald analyst Joseph Foresi raised his price target for Epam Systems to $146 and maintains an Overweight rating on the shares following the company's Q4 results. The analyst finds the stock's risk/reward "appealing" at current levels given the company's growth rate relative to other Digital businesses.
09/04/18
BOFA
09/04/18
DOWNGRADE
BOFA
Neutral
Epam Systems downgraded to Neutral from Buy at BofA/Merrill
09/04/18
BOFA
09/04/18
DOWNGRADE
Target $147
BOFA
Neutral
Epam Systems downgraded on balanced risk/reward at BofA/Merrill
As previously reported, BofA/Merrill downgraded Epam Systems to Neutral from Buy and raised its price target to $147 from $134. Analyst Jason Kupferberg said shares have climbed 33% year-to-date and risk/reward is now balanced.
08/21/18
WEDB
08/21/18
NO CHANGE
Target $150
WEDB
Outperform
Epam Systems price target raised to $150 from $135 at Wedbush
Wedbush analyst Moshe Katri raised his price target for Epam Systems to $150 from $135 after "strong" Q2/CY18 results, as EPAM is well positioned to benefit from a significant funding uptick for digital/SMAC-based projects. The analyst also believes the company's unique expertise model sets it apart from most peers. He reiterates an Outperform rating on the shares.
ICHR Ichor Holdings
$16.25

0.16 (0.99%)

11/07/18
RBCM
11/07/18
DOWNGRADE
Target $20
RBCM
Sector Perform
Ichor Holdings downgraded to Sector Perform from Outperform at RBC Capital
RBC Capital analyst Amit Daryanani downgraded Ichor Holdings to Sector Perform and lowered his price target to $20 from $28 after its Q3 revenue missed consensus and Q4 guidance came in "well below estimates". The analyst cites "memory headwinds and inventory adjustments at key customers, as well as incremental headwinds from the US regulatory actions against a Chinese memory player", as the management anticipates a significant delevering impact on earnings in the coming quarter. Daryanani adds that while Ichor Holdings' 2019 performance could improve if logic / foundry spending recover, he expects investors to stay on the sidelines until memory headwinds subside.
09/10/18
STFL
09/10/18
NO CHANGE
STFL
Stifel maintains near-term outlook on WFE despite KLA-Tencor comments
Stifel analyst Patrick Ho attributes last week's sharp selloff in semiconductor capital equipment stocks to comments made by KLA-Tencor's (KLAC) management regarding additional push-outs coming from the DRAM space. Following KLA-Tencor comments that DRAM suppliers had "pushed out" the timing of some initial tool deliveries into the first half of calendar 2019, Ho said his checks suggest that these push outs are coming from multiple players, one of which had already been hinted at earlier. Given potential DRAM push outs, some of which were already factored into his current forecast, Ho believes 2018 WFE could end up between $48-$50B, which he notes would be up slightly from $47.5B in 2017. For 2019, his current WFE forecast calls for $53B-$55B, or up 5%-10%, which Ho said he will maintain for now. His preferred semi capital equipment names are Applied Materials (AMAT), MKS Instruments (MKSI) and Ichor Holdings (ICHR), on all of which Ho has Buy ratings. Others in the space include Lam Research (LRCX), ASML (ASML), Teradyne (TER) and Kulicke & Soffa (KLIC).
04/05/18
DBAB
04/05/18
NO CHANGE
Target $38
DBAB
Buy
Ichor Holdings P/E ratio does not make sense, says Deutsche Bank
Deutsche Bank analyst Sidney Ho believes Ichor Holdings' (ICHR) price-to-earnings ratio at 5.5 times does not make sense. While Ichor may trade at a discount to its key customers at 11 times because of its market capitalization and high customer concentration, the current 50% valuation discount is unwarranted, Ho tells investors in a research note. He also does not see why Ichor should trade at a large discount to its closest competitor in the space, UCTT (UCTT). Ho reiterates a Buy rating on Ichor Holdings with a $38 price target.
03/26/18
NORL
03/26/18
INITIATION
Target $42
NORL
Outperform
Ichor Holdings initiated with an Outperform at Northland
Northland initiated Ichor Holdings with an Outperform and $42 price target.
SAP SAP
$104.35

0.6 (0.58%)

11/06/18
JMPS
11/06/18
INITIATION
Target $29
JMPS
Outperform
Anaplan initiated with an Outperform at JMP Securities
JMP Securities analyst Patrick Walravens initiated Anaplan (PLAN) with an Outperform rating and $29 price target, stating that he believes it is well-positioned to increase its share of the worldwide performance management and analytic applications software market from about 1% today to about 3% in 2022. He sees the company being able to take share from Excel-based solutions, homegrown products, and incumbents such as Oracle (ORCL), IBM (IBM), and SAP (SAP), Walravens added.
10/22/18
UBSW
10/22/18
UPGRADE
UBSW
Buy
SAP upgraded to Buy from Neutral at UBS
UBS analyst Michael Briest upgraded SAP to Buy and raised his price target for the shares to EUR 110 from EUR 108 following last week's Q3 results. The company deserves credit for sustaining 6%-10% underlying sales growth over the past 12 quarters, with "impressive" cloud growth at scale, Briest tells investors in a research note titled "Reality checked. Upgrade to Buy." Further, the analyst sees signs that SAP's cash flow will improve in 2019 as spending growth moderates.
10/17/18
BERN
10/17/18
UPGRADE
BERN
Outperform
Workday upgraded to Outperform on long-term growth at Bernstein
As previously reported, Bernstein analyst Mark Moerdler upgraded Workday (WDAY) to Outperform from Market Perform. After looking into the ERP market in his recent multi-part ERP Primer series, the analyst has determined that even if the ERP market moves reasonably slowly to the Cloud, it is large enough and the fact there are only a few vendors with a competitive SaaS solution should allow Workday to continue to gain share. In fact, Moerdler believes that the market is large enough that even if Workday does not take customers from Oracle (ORCL) or SAP (SAP), it can still grow its subscription revenue with a 24%-36% 5-year CAGR through 2022.
10/22/18
10/22/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Intel (INTC) upgraded to Buy from Neutral at Nomura Instinet with analyst Romit Shah saying he believes Intel is a buy at current share levels. 2. AT&T (T) upgraded to Buy from Neutral at Tigress Financial with analyst Ivan Feinseth saying the upcoming launch of its high-speed 5G wireless communication network and the integration of Time Warner's content "creates a significant investment opportunity." 3. M&T Bank (MTB) upgraded to Overweight from Neutral at Piper Jaffray with analyst Kevin Barker saying this quarter, M&T's deposit base remained steady, its loan/deposit ratio declined and management felt confident the ratio would remain in the 95%-100% range for the foreseeable future. 4. Chipotle (CMG) upgraded to Outperform from Sector Perform at RBC Capital with analyst David Palmer saying while Q3 earnings may be "lackluster," he expects comps to improve from 4% to 6% through the second half of FY19 and raises his FY20 EPS vie to $16.30 from $15.86 on implied 3-turn multiple increase to 31-times forward earnings. 5. SAP (SAP) upgraded to Buy from Neutral at UBS with analyst Michael Briest saying the company deserves credit for sustaining 6%-10% underlying sales growth over the past 12 quarters, with "impressive" cloud growth at scale. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
SQNS Sequans
$1.01

-0.025 (-2.42%)

01/18/18
ADAM
01/18/18
NO CHANGE
Target $4
ADAM
Buy
Sequans capital raise a bridge to free cash flow breakeven, says Canaccord
Canaccord analyst T. Michael Walkley noted Sequans priced a secondary offering which should provide a funding bridge until the company reaches free cash flow breakeven levels. The analyst also said the company has been winning IoT design awards and is positioned to return to profitability in 2019. Walkley reiterated his Buy rating and lowered his price target to $3.75 from $4.25 on Sequans shares.
10/31/18
RILY
10/31/18
NO CHANGE
Target $1.65
RILY
Buy
Sequans price target lowered to $1.65 from $2.25 at B. Riley FBR
B. Riley FBR analyst Craig Ellis lowered his price target for Sequans Communications to $1.65 from $2.25 saying the company missed Q3 estimates and guided lower. The analyst, however, notes Sequans reduced capital expenditures and secured funding. He keeps a Buy rating on the shares.
04/25/18
NEED
04/25/18
NO CHANGE
NEED
Full ban of sales to Huawei 'highly improbable,' says Needham
Needham analysts Alex Henderson and N. Quinn Bolton said they sees the chances of an outright ban of sales to Huawei as "extremely low," adding that it is their understanding the probe into Huawei has been ongoing for the last two years while noting that the ZTE probe took over five years to complete. The ironic impact of any escalation in trade tension could be an increase in demand from Huawei to build an inventory buffer should there be a supply disruption, added the analysts, who also say they would not be surprised to see a trade agreement with China include a resolution of the ZTE (ZTCOY) ban and possibly an agreement on the scope of action against Huawei.
01/05/18
ROTH
01/05/18
INITIATION
Target $4
ROTH
Buy
Sequans initiated with a Buy at Roth Capital
Roth Capital analyst Scott Searle started Sequans with a Buy rating and $4 price target, stating that LTE enabled IoT solutions are set to emerge in 2018 and he expects this to translate into to hundreds of millions of units by 2021-2022.
STM STMicroelectronics
$14.16

0.165 (1.18%)

10/25/18
BARD
10/25/18
DOWNGRADE
Target $10
BARD
Underperform
STMicroelectronics downgraded to Underperform from Outperform at Baird
Baird analyst Tristan Gerra double downgraded STMicroelectronics to Underperform from Outperform and slashed its price target to $10 from $28. Gerra said the company's lead times remain significantly elevated versus analog/MCU peers, indicating further downside, and expects a "significant" worsening in Q1 2019 quarter-over-quarter revenue comps. The analyst expects STM to continue to gain content share at Apple (AAPL) but said the gross margin profile will deteriorate in outer years.
10/29/18
UBSW
10/29/18
UPGRADE
UBSW
Neutral
STMicroelectronics upgraded to Neutral from Sell at UBS
UBS upgraded STMicroelectronics to Neutral from Sell.
10/25/18
10/25/18
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. UPS (UPS) downgraded to Neutral from Buy at BofA/Merrill with analyst Ken Hoexter saying Q3 margins deteriorated more than expected with international falling 140bps year-over-year to 16.6%, the lowest level since 2015, and domestic falling 100bps year-over-year to 9.5%, the worst level since 2009. 2. Illinois Tool Works (ITW) downgraded to Neutral from Buy at Seaport Global with analyst Walk Liptak saying Illinois Tool Works is being negatively impacted by pockets of slowing international end markets and slower international auto production. 3. STMicroelectronics (STM) downgraded to Underperform from Outperform at Baird with analyst Tristan Gerra saying the company's lead times remain significantly elevated versus analog/MCU peers, indicating further downside, and expects a "significant" worsening in Q1 2019 quarter-over-quarter revenue comps. 4. Ambev (ABEV) downgraded to Underperform from Neutral at BofA/Merrill and to Underweight from Neutral at JPMorgan. 5. LabCorp (LH) downgraded to Hold from Buy at Canaccord with analyst Mark Massaro citing accelerating reimbursement pressure from PAMA, expected share and profit losses, some contractual changes in managed care, and a disappointing outcome in the ACLA vs. HHS lawsuit. 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
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. Ford (F) upgraded to Buy from Neutral at Goldman Sachs with analyst David Tamberrino saying he views the stock as a "product and self-help story" along with an "attractive" dividend yield. 2. Helmerich & Payne (HP) upgraded to Market Perform from Underperform at BMO Capital. 3. STMicroelectronics (STM) upgraded to Neutral from Sell at UBS. 4. AB InBev (BUD) upgraded to Outperform from Sector Perform at RBC Capital with analyst James Edwardes Jones saying while the company's Q3 results were "disappointing," he believes that shares were also oversold given that the company's "sales growth looks OK relative to the rest of the consumer staples sector." 5. ConocoPhillips (COP) upgraded to Buy from Neutral at BofA/Merrill with analyst Doug Leggate saying ConocoPhillips' has a favorably leveraged oil portfolio mix which is overlooked by the market and benefits from the 2014 change in the Alaska tax regime. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
DATA Tableau
$114.74

2.17 (1.93%)

11/07/18
BOFA
11/07/18
NO CHANGE
Target $140
BOFA
Buy
Tableau price target raised to $140 from $130 at BofA/Merrill
BofA/Merrill analyst Brad Sills raises his price target on Tableau to $140 and kept his Buy rating after its "solid" Q3 results, sayings the company's annual recurring revenue growth was driven by the "continued subscription uptake in the enterprise segment". The analyst further contends that the recurring revenue growth rate in the mid forties during the quarter supports his view that the "new role based pricing model has been a net positive catalyst for large enterprise deal activity", more than offsetting "deflationary impact from the cannibalization of the higher priced Explorer or Creator subscriptions".
11/08/18
NEED
11/08/18
NO CHANGE
Target $74
NEED
Buy
Alteryx price target raised to $74 from $65 at Needham
Needham analyst Jack Andrews raised his price target on Alteryx (AYX) to $74 and kept his Buy rating after its "strong" Q3 results and raised FY18 outlook. The analyst notes that the company's revenue growth accelerated for the 2nd straight quarter in spite of the competitive fears regarding the availability of Tableau (DATA) Prep, which he sees as a comparable product that "arguably mimics" some of Alteryx's data cleansing capabilities. Andrews adds that he is positive on the company's sales execution and customer additions growth at a rate higher than 130% for the past 2 years.
11/07/18
WEDB
11/07/18
NO CHANGE
Target $128
WEDB
Outperform
Tableau price target raised to $128 from $120 at Wedbush
Wedbush analyst Steve Koenig raised his price target for Tableau to $128 from $120 following a "good" quarter. The analyst reiterates an Outperform rating on the shares.
11/07/18
MAXM
11/07/18
NO CHANGE
Target $127
MAXM
Hold
Tableau price target raised to $127 from $107 at Maxim
Maxim analyst Nehal Chokshi raised his price target on Tableau (DATA) to $127 after its "solid" Q3 results that saw implied billings accelerate to 31% annualized growth in spite of the headwinds coming "from ongoing rapid transition to subscription model". The analyst also keeps his Hold rating on Tableau, stating that the December quarter outlook implies a billings deceleration to 17% while also noting that the company is facing a "lurking" competitive threat from Microsoft (MSFT).
ERIC Ericsson
$8.61

-0.31 (-3.48%)

10/19/18
ARGS
10/19/18
UPGRADE
ARGS
Buy
Ericsson upgraded to Buy from Hold at Argus
09/25/18
MKMP
09/25/18
NO CHANGE
Target $7.5
MKMP
Buy
Nokia gaining 5G market share with AT&T, says MKM Partners
MKM Partners analyst Michael Genovese kept his Buy rating and $7.50 price target on Nokia (NOK), saying his checks indicate that the company has "gained significant 5G base station market share at AT&T (T) at Ericsson's (ERIC) expense". The analyst notes that while 4G/LTE market share at AT&T was 65% Ericsson and 35% Nokia, the 5G Wireless Access infrastructure market share is likely at 65% Nokia and 35% Samsung (SSNLF). Genovese sees Nokia becoming the "prime infrastructure vendor" heading into 2019 - the year of "major positive global inflection for 5G".
09/19/18
FBCO
09/19/18
UPGRADE
FBCO
Neutral
Ericsson upgraded to Neutral from Underperform at Credit Suisse
10/19/18
ARGS
10/19/18
UPGRADE
Target $15.5
ARGS
Buy
Ericsson upgraded to Buy at Argus on 5G opportunity
As reported earlier, Argus analyst Jim Kelleher upgraded Ericsson to Buy from Hold with a price target of $15.50. The analyst cites the start of the "age of 5G wireless" leading to improving revenue trends as more carriers increase their spending on 5G infrastructure and network upgrades. Kelleher also points to the company's first organic sales growth reported in Q3 in 4 years, with its network segment also posting a double digit operating margin. The analyst contends that Ericsson has the "technology, global reach, strong base of 4G business and deep carrier relationships" to make it successful in the 5G transition.
TER Teradyne
$35.02

1 (2.94%)

10/25/18
10/25/18
UPGRADE
Target $42

Buy
Teradyne upgraded to Buy following quarterly results at Craig-Hallum
As previously reported, Craig-Hallum analyst Christian Schwab upgraded Teradyne to Buy from Hold, with a $42 price target. The analyst believes the risk/reward in shares is attractive at current levels given the company's ability to beat and raise guidance in a challenging semiconductor demand environment and while dealing with Chinese tariff concerns. The analyst thinks Teradyne is positioned to outperform peers with any signs of stability in semiconductor industry demand or the Chinese trade situation.
10/25/18
DADA
10/25/18
NO CHANGE
Target $35
DADA
Neutral
Teradyne price target lowered to $35 from $45 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Teradyne to $35 and kept his Neutral rating. The analyst notes that while Q3 earnings topped consensus and Q4 guidance was better than expected, he is concerned with the slowing sales in China on rising geopolitical tensions. Diffely adds that despite the outperformance in Teradyne's core business, he is also cautious on the international sales prospects for its Universal Robots products.
10/25/18
CHLM
10/25/18
UPGRADE
CHLM
Buy
Teradyne upgraded to Buy from Hold at Craig-Hallum
10/18/18
GSCO
10/18/18
UPGRADE
Target $305
GSCO
Conviction Buy
Semi re-stack puts Nvidia on Goldman Conviction List with 25% upside
Goldman Sachs analyst Toshiya Hari this morning added Buy-rated Nvidia (NVDA) to his firm's Conviction List while lowering his price target for the shares to $305 from $324. The stock in morning trading is up 85c to $243.91. Following a "significant correction" in the stock's valuation, the analyst expects Nvidia's "idiosyncratic growth drivers," like its product cycle in Gaming and potential share gains in Data Center, to drive share outperformance. While lowering his January quarter earnings per share estimate to $1.90 from $2.28 to reflect potential volume and average selling price weakness in the Gaming business, Hari recommends investors to buy the stock at current levels with his long-term thesis intact. He sees potential upside of 25% for Nvidia shares. Positive earnings revisions post the Q3 earnings report should serve as a positive catalyst for the stock, contends the analyst. Putting Nvidia on his firm's Conviction List was part of Hari's rating re-stack in the Semiconductors sector. Also this morning, the analyst downgraded both Analog Devices (ADI) and Maxim Integrated Products (MXIM) to Sell from Neutral, downgraded Teradyne (TER) to Neutral from Buy, upgraded both Keysight Technologies (KEYS) and NXP Semiconductors (NXPI) to Buy from Neutral, and upgraded Texas Instruments (TXN) to Neutral from Sell. Hari also maintained a Conviction List Buy rating on Xilinx (XLNX) and a Sell rating on Intel (INTC).
TWTR Twitter
$33.68

1.19 (3.66%)

10/26/18
10/26/18
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. Tractor Supply (TSCO) upgraded to Outperform from Sector Perform at RBC Capital, to Outperform from Neutral at Wedbush, and to Neutral from Underperform at BofA/Merrill. 2. Twitter (TWTR) upgraded to Outperform from Perform at Oppenheimer with analyst Jason Helfstein saying he believes within the scope of Social Media, Twitter shares offer reasonable value with reduced execution risk. 3. First Solar (FSLR) upgraded to Market Perform from Underperform at JMP Securities with analyst Joseph Osha citing valuation following the stock's 35% decline since the end of May. 4. GrubHub (GRUB) upgraded to Conviction Buy from Buy at Goldman Sachs, to Buy from Neutral at DA Davidson, and to Buy from Hold at Stifel. 5. Six Flags (SIX) upgraded to Neutral from Underperform at Macquarie with analyst Matthew Brooks saying he believes negative catalysts have passed and valuation is more balanced. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/26/18
OPCO
10/26/18
UPGRADE
Target $37
OPCO
Outperform
Twitter upgraded to Outperform from Perform at Oppenheimer
Oppenheimer analyst Jason Helfstein upgraded Twitter to Outperform from Perform, telling investors in a research note that he believes within the scope of Social Media, Twitter shares offer reasonable value with reduced execution risk. Helfstein is optimistic that ad pricing has stabilized and expenses should grow slower than revenue in 2019. He has a $37 price target on the shares.
10/26/18
UBSW
10/26/18
NO CHANGE
Target $44
UBSW
Buy
Twitter successfully climbing 'wall of worry,' says UBS
UBS analyst Eric Sheridan said Twitter's Q3 report showed very strong ad revenue trends with material quarter-over-quarter ad business growth, stable trends off a strong base in Japan, and continued progress in video. The analyst said the company climbed almost every "wall of worry" of investors concerns and he believes they can outperform over the next 12 months. Sheridan reiterated his Buy rating and $44 price target on Twitter shares.
10/26/18
OPCO
10/26/18
UPGRADE
OPCO
Outperform
Twitter upgraded to Outperform from Perform at Oppenheimer

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Norwegian Cruise Line

$50.48

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$70.20

1.92 (2.81%)

17:52
08/16/19
08/16
17:52
08/16/19
17:52
Hot Stocks
CSW Industrials CEO sells 25K shares of common stock »

In a regulatory filing,…

03/08/13
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OAS

Oasis Petroleum

$3.03

0.135 (4.66%)

17:49
08/16/19
08/16
17:49
08/16/19
17:49
Hot Stocks
Oasis Petroleum CEO buys 30K shares of common stock »

In a regulatory filing,…

03/08/13
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EE

El Paso Electric

$66.41

0.005 (0.01%)

17:45
08/16/19
08/16
17:45
08/16/19
17:45
Hot Stocks
El Paso Electric director Wertheimer sells 25K shares of common stock »

In a regulatory filing,…

03/08/13
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HON

Honeywell

$165.07

2.81 (1.73%)

17:42
08/16/19
08/16
17:42
08/16/19
17:42
Hot Stocks
Honeywell CEO sells 7.1K shares of common stock »

In a regulatory filing,…

03/08/13
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MBRX

Moleculin Biotech

$1.08

0.01 (0.93%)

17:37
08/16/19
08/16
17:37
08/16/19
17:37
Earnings
Moleculin Biotech reports Q2 EPS (3c), two estimates (10c) »

CFO Jonathan Foster…

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VIVE

Viveve

$0.13

0.0046 (3.59%)

17:35
08/16/19
08/16
17:35
08/16/19
17:35
Syndicate
Breaking Syndicate news story on Viveve »

Viveve files to sell…

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PRGO

Perrigo

$46.21

0.535 (1.17%)

17:30
08/16/19
08/16
17:30
08/16/19
17:30
Hot Stocks
Breaking Hot Stocks news story on Perrigo »

Starboard lowers Perrigo…

03/08/13
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03/06/13
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03/06/13
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  • 01

    Oct

UAL

United Continental

$82.96

1.36 (1.67%)

17:28
08/16/19
08/16
17:28
08/16/19
17:28
Hot Stocks
United Continental director Shapiro buys 10K shares of common stock »

In a regulatory filing,…

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  • 04

    Sep

  • 05

    Sep

  • 23

    Sep

MBIO

Mustang Bio

$3.88

0.19 (5.15%)

17:26
08/16/19
08/16
17:26
08/16/19
17:26
Syndicate
Breaking Syndicate news story on Mustang Bio »

Mustang Bio files to…

03/08/13
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  • 04

    Sep

BCLI

BrainStorm

$3.63

0.055 (1.54%)

17:24
08/16/19
08/16
17:24
08/16/19
17:24
Syndicate
Breaking Syndicate news story on BrainStorm »

BrainStorm files to sell…

03/08/13
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03/06/13
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03/06/13
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WLK

Westlake Chemical

$61.27

0.66 (1.09%)

17:15
08/16/19
08/16
17:15
08/16/19
17:15
Hot Stocks
Westlake Chemical raises quarterly dividend by 5% to 26.25c per share »

The dividend will be…

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GIG

GigCapital

$10.30

(0.00%)

17:10
08/16/19
08/16
17:10
08/16/19
17:10
Hot Stocks
GigCapital receives noncompliance notice from NYSE »

GigCapital announced that…

03/08/13
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