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EXAS

Exact Sciences

$70.50

1.06 (1.53%)

, KDP

Keurig Dr Pepper

$28.11

0.18 (0.64%)

09:54
11/14/18
11/14
09:54
11/14/18
09:54

Jana sells out of Facebook and Wells Fargo in Q3, enters Exact Sciences

Barry Rosenstein's Jana Partners disclosed in a regulatory filing its holdings as of September 30, 2018. Jana made 17 new buys during the third quarter, including, by size of position, Exact Sciences (EXAS), Keurig Dr Pepper (KDP), Falcon Minerals (FLMN), Hain Celestial (HAIN) and Dollar Tree (DLTR). Jana exited 18 positions during the quarter, including by size of previous position, Facebook (FB), Wells Fargo (WFC), Alphabet (GOOGL), RPM International (RPM) and GrubHub (GRUB). Jana increased its stake in seven holdings, including by size, VanEck Vectors Gold Miners ETF (GDX), Apple (AAPL), Adobe Systems (ADBE) and Electronic Arts (EA). The fund reduced its stake in 20 holdings, including by size Tiffany (TIF), Autodesk (ADSK), Anthem (ANTM), HD Supply Holdings (HDS) and Microsoft (MSFT). Jana's top holdings as of September 30, in order of size, were Zimmer Biomet (ZBH), HD Supply, Tiffany, Jack in the Box (JACK) and Exact Sciences.

EXAS

Exact Sciences

$70.50

1.06 (1.53%)

KDP

Keurig Dr Pepper

$28.11

0.18 (0.64%)

FLMN

Falcon Minerals

$8.06

0.01 (0.12%)

HAIN

Hain Celestial

$22.16

0.08 (0.36%)

DLTR

Dollar Tree

$86.92

-0.1 (-0.11%)

FB

Facebook

$143.14

0.95 (0.67%)

WFC

Wells Fargo

$53.23

0.49 (0.93%)

GOOGL

Alphabet Class A

$1,058.63

10.09 (0.96%)

GOOG

Alphabet

$1,047.63

11.3 (1.09%)

RPM

RPM

$63.79

0.46 (0.73%)

GRUB

GrubHub

$88.00

1.35 (1.56%)

GDX

VanEck Vectors Gold Miners ETF

$18.47

0.055 (0.30%)

AAPL

Apple

$193.33

1.1 (0.57%)

ADBE

Adobe

$241.73

2.88 (1.21%)

EA

Electronic Arts

$87.23

-0.17 (-0.19%)

TIF

Tiffany

$109.31

1.12 (1.04%)

ADSK

Autodesk

$132.81

1.89 (1.44%)

ANTM

Anthem

$281.01

0.72 (0.26%)

HDS

HD Supply

$38.99

0.69 (1.80%)

MSFT

Microsoft

$107.16

0.69 (0.65%)

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EXAS Exact Sciences
$70.50

1.06 (1.53%)

10/31/18
ADAM
10/31/18
NO CHANGE
Target $87
ADAM
Buy
Exact Sciences bull case intact following beat and raise, says Canaccord
Canaccord analyst Mark Massaro said the bull case for Exact Sciences (EXAS) remains intact after the company delivered another beat and raise quarterly result. The analyst believes the focus will now turn to how well the Pfizer (PFE) and Exact Sciences sales reps work together in Q4 and beyond. Massaro reiterated his Buy rating and $87 price target on Exact Sciences shares.
10/10/18
LEER
10/10/18
NO CHANGE
LEER
Outperform
Exact Sciences pullback on Freenome poster a buying opportunity, says Leerink
Leerink analyst Puneet Souda sees a buying opportunity in shares of Exact Sciences, which are reacting negatively to a competitive liquid biopsy CRC screening poster that was presented yesterday by Freenome at the ongoing American College of Gastroenterology conference. While Souda views Freenome's leadership and team as "extremely competent" compared to CellMax, another company seeking to compete with Exact Sciences, Freenome's test is still in developmental stages and commercialization of a such a test "is a long road," Souda tells investors. The analyst, who is also not ruling out the possibility that Exact Sciences is open to reviewing opportunities in liquid biopsy, keeps an Outperform rating on the stock.
10/31/18
JEFF
10/31/18
NO CHANGE
Target $84
JEFF
Buy
Exact Sciences price target raised to $84 from $74 at Jefferies
Jefferies analyst Brandon Couillard raised his price target for Exact Sciences to $84 saying the company "bounced back" in Q3 with a "strong" beat and raise. The quarter signaled that recent operational issues are behind the company and that its momentum is rebounding, Couillard tells investors in a post-earnings research note. He maintains a Buy rating on Exact Sciences.
10/30/18
UBSW
10/30/18
NO CHANGE
Target $100
UBSW
Buy
Exact Sciences weakness a buying opportunity, says UBS
UBS analyst Daniel Brennan previewed Q3 results for Exact Sciences (EXAS) and said his positive thesis is focused on Q4 where he hopes to see a meaningful increase in testing frequency as the result of its strategic relationship with Pfizer (PFE). He views Q3 as less important to his thesis and would view any weakness following the report as a buying opportunity. Brennan reiterated his Buy rating and $100 price target on Exact Sciences shares.
KDP Keurig Dr Pepper
$28.11

0.18 (0.64%)

11/08/18
GABE
11/08/18
DOWNGRADE
GABE
Hold
Keurig Dr Pepper downgraded to Hold from Buy at Gabelli
Gabelli analyst Damian Witkowski downgraded Keurig Dr Pepper to Hold from Buy.
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.
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.
09/13/18
GUGG
09/13/18
INITIATION
GUGG
Neutral
Keurig Dr Pepper initiated with a Neutral at Guggenheim
FLMN Falcon Minerals
$8.06

0.01 (0.12%)

09/26/18
NORL
09/26/18
INITIATION
Target $13
NORL
Outperform
Falcon Minerals initiated with an Outperform at Northland
Northland initiated Falcon Minerals with an Outperform and $13 price target.
HAIN Hain Celestial
$22.16

0.08 (0.36%)

10/12/18
PIPR
10/12/18
INITIATION
Target $26
PIPR
Neutral
Hain Celestial assumed with a Neutral at Piper Jaffray
Piper Jaffray analyst Michael Lavery assumed coverage of Hain Celestial with a Neutral rating and $26 price target. The analyst prefers better visibility on "sustainable top-line acceleration" before getting more constructive on the shares.
11/09/18
UBSW
11/09/18
NO CHANGE
Target $21
UBSW
Sell
Hain Celestial back half guidance at risk, says UBS
UBS analyst Steven Strycula said the arrival of Hain Celestial's new CEO may eventually change the narrative on the shares, but he believes the next few quarters will be needed to upgrade the talent, reassess investment spending, and review the sensibility of the company's portfolio scope. Strycula remains cautious because of the risk of an earnings reset and reiterated his Sell rating while lowering his price target to $21 from $25 on Hain Celestial shares.
11/09/18
JEFF
11/09/18
NO CHANGE
Target $45
JEFF
Buy
Hain Celestial selloff yesterday a buying opportunity, says Jefferies
Jefferies analyst Akshay Jagdale attributes the selloff yesterday in shares of Hain Celestial to investor concerns of an earnings reset in February following the CEO's strategic review, especially "in light of the significant" second half improvement needed to meet fiscal 2019 guidance. The analyst estimates the market is pricing in 20% lower earnings than what management guiding to, or fiscal 2019 earnings per share in the range of 98c-$1.13 versus guidance of $1.21-$1.38. The analyst, however, views the concerns as overblown. The market seems to be of the view that Hain cannot simultaneously grow its sales and its margins over the long-term, Jagdale tells investors in a research note. He disagrees, however, and views yesterday's selloff as a buying opportunity. The analyst keeps a Buy rating on Hain Celestial with a $45 price target.
11/12/18
LOOP
11/12/18
NO CHANGE
Target $24
LOOP
Hold
Hain Celestial price target lowered to $24 from $29 at Loop Capital
Loop Capital analyst Andrew Wolf lowered his price target on Hain Celestial to $24 after its Q1 results, saying the 36% decline in EBITDA amid "increased trade spending, higher costs, and supply disruptions was bigger than he expected". The analyst notes that the company's new CEO should start to "focus on marketing spending on the best opportunities" within its brand portfolio, but expects this to be a "multi-year process". Wolf adds that although consumption trends have showed signs of improving, he sees Hain Celestial's near-term risk-reward as "balanced", keeping his Hold rating.
DLTR Dollar Tree
$86.92

-0.1 (-0.11%)

10/16/18
BUCK
10/16/18
NO CHANGE
Target $92
BUCK
Neutral
Buckingham reiterates Neutral on Dollar Tree as potential activism heightens
Buckingham analyst Bob Summers reiterates a Neutral rating and $92 price target on Dollar Tree shares as speculation surrounding potential activism heightens as an unconfirmed NY Post article claims Carl Icahn has established a position in the name. The NY Post article represents the pinnacle of the "activism" discussions recently surrounding the stock, the analyst notes, highlighting that that he has no direct or indirect knowledge of Carl Icahn building a position. Nonetheless, if he had to hypothesize about potential suggestions made to management, it would include spinning Family Dollar, aggressively purge the under-performing stores, and accelerate annual renovations. While there very well may be a consensus on how to go about improving the store base, Summers believes management does not have the same sense of panic or urgency.
10/17/18
KEYB
10/17/18
NO CHANGE
Target $108
KEYB
Overweight
Dollar Tree price target lowered to $108 from $115 at KeyBanc
KeyBanc analyst Bradley Thomas lowered his price target for Dollar Tree to $108 from $115, while reiterating an Overweight rating on the stock. The analyst notes that the NY Post reported that Carl Icahn is building a stake in Dollar Tree, and argues that an activist stake raises potential for a Family Dollar divestiture. Overall, Thomas believes Family Dollar trends may still be challenged and sees China tariffs as a threat to 2019 margins, but things a good degree of these risks are priced in at current levels.
10/17/18
WELS
10/17/18
NO CHANGE
Target $104
WELS
Outperform
Survey shows pressing need of ramp investment or sell Family Dollar, says Wells Fargo
Wells Fargo analyst Edward Kelly notes The New York Post reported that Carl Icahn is building a significant stake in Dollar Tree (DLTR), which could be clear opportunity to unlock value. The analyst believes Dollar Tree remains materially undervalued, but is in desperate need of change. Family Dollar looks to be suffering from underinvestment and execution issues, and his new proprietary work suggests there is a pressing need to either ramp investment to better compete with Dollar General (DG) or sell. The analyst argues that the core is a good business, but breaking the buck represents a compelling opportunity to extend growth and enhance profitability. He reiterates an Outperform rating and $104 price target on Dollar Tree's shares.
11/14/18
CLVD
11/14/18
NO CHANGE
CLVD
Neutral
Dollar Tree's Family Dollar Q3 comps appear below consensus, says Cleveland
Cleveland Research analyst Scott Bender's checks indicate Family Dollar Q3 comps appear soft versus Q2 and below Street expectations. Feedback continues to point to poor store conditions and execution as primary factors, the analyst wrote in a note to investors. Bender said feedback on Dollar Tree performance continues to be largely positive, which could act as an offset.
FB Facebook
$143.14

0.95 (0.67%)

11/13/18
ADAM
11/13/18
NO CHANGE
Target $18
ADAM
Buy
EverQuote price target lowered to $18 from $23 at Canaccord
Canaccord analyst Michael Graham lowered his price target on EverQuote (EVER) to $18 from $23 following in line Q3 results. The company said quote requests declined from the revamp of its ad units in the face of policy changes at Facebook (FB) along with the crowding out from political ads. Management said they see the same circumstances affecting business so far in Q4. Graham maintained his Buy rating on EverQuote shares.
11/08/18
DADA
11/08/18
NO CHANGE
Target $42
DADA
Buy
Applied Optoelectronics price target raised to $42 from $36 at DA Davidson
DA Davidson analyst Mark Kelleher raised his price target on Applied Optoelectronics (AAOI) to $42 and kept his Buy rating after its Q3 results, saying that despite the earnings shortfall, the company remains among the "leading providers of optical networking technology to the datacenter and cable TV markets". The analyst notes that the company had already negatively preannounced Q3 on sales impact from the issue found with a small percentage of its 25G lasers, but that issue had been resolved and shipments to the impacted customer - Facebook (FB) - have resumed.
10/31/18
BMOC
10/31/18
NO CHANGE
Target $175
BMOC
Market Perform
Facebook price target lowered to $175 from $190 at BMO Capital
BMO Capital analyst Daniel Salmon lowered his price target on Facebook to $175 and kept his Market Perform rating after its Q3 results and outlook, saying the company's 2019 expense growth guidance also lowers his FY19 EPS view to $7.53 from $8.25. The analyst notes however that the acceleration of Facebook's Stories feature could support a "more positive view" as he awaits more data points and channel check findings.
11/13/18
OPCO
11/13/18
NO CHANGE
Target $16
OPCO
Outperform
EverQuote price target lowered to $16 from $23 at Oppenheimer
Oppenheimer analyst Jason Helfstein lowered his price target for EverQuote (EVER) to $16 from $23 after management lowered 2018 VMM guidance 5% on less effective traffic conversion from creative advertisement fatigue, adjusting to new Facebook (FB) ad policies, and pushing higher volumes to providers in lower seasonal period. The analyst reiterates an Outperform rating on EverQuote on favorable risk/reward for long-term opportunity to penetrate $9B insurance advertising market.
WFC Wells Fargo
$53.23

0.49 (0.93%)

10/15/18
MACQ
10/15/18
UPGRADE
MACQ
Outperform
Wells Fargo upgraded to Outperform from Neutral at Macquarie
11/02/18
SBSH
11/02/18
UPGRADE
SBSH
Buy
Wells Fargo upgraded to Buy from Neutral at Citi
Citi analyst Keith Horowitz upgraded Wells Fargo to Buy.
10/15/18
BMOC
10/15/18
NO CHANGE
Target $65
BMOC
Market Perform
Wells Fargo price target raised to $65 from $61 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on Wells Fargo to $65 in spite of its Q3 revenue miss as he raises his FY19 EPS view by 1c to $5.23 to reflect lower expected credit costs. The analyst also notes that financials are "cheap again" in spite of the rising interest rates which are positive for net interest margins, better employment which is positive for credit, and regulatory relief which is positive for their capital position. Fotheringham also keeps his Market Perform rating on Wells Fargo, saying that while the bank's valuation is getting "cheap" for the first time since he launched coverage, better opportunities exist in other large-cap financials.
10/15/18
10/15/18
UPGRADE
Target $62

Outperform
Wells Fargo upgraded to Outperform, visibility improving, says Macquarie
As previously reported, Macquarie upgraded Wells Fargo to Outperform from neutral with a $62 price target. Analyst David Konrad said Wells Fargo shares are trading at a 10% discount to peers and believes investors will warm up to the company's self-help story of meaningful expense savings over the next two years combined with better than peer buybacks. Konrad notes revenue growth will be challenging, but is encouraged by signs from consumers in the form of improved checking account and card growth, and moderating FA turnover.
GOOGL Alphabet Class A
$1,058.63

10.09 (0.96%)

11/13/18
BARD
11/13/18
NO CHANGE
BARD
Amazon selection of East Coast corridor for HQs makes sense, says Baird
Baird analyst Colin Sebastian noted that he'd predicted last October that Washington DC was "a slight favorite in the HQ2 sweepstakes," and he believes Amazon's (AMZN) selection of a second headquarters divided between Long Island City, NY and Arlington, Virginia "makes logical sense." He sees the primary motivation for the HQ split was talent availability, Sebastian added. The analyst maintains an Outperform rating and $2,100 price target on Amazon shares. Adding that "it did not receive the headlines of the HQ2 bidding process," Google (GOOGL) is said by the Wall Street Journal to be acquiring space for an additional 12-14K employees in New York, Sebastian also noted.
11/14/18
LEHM
11/14/18
NO CHANGE
Target $1400
LEHM
Overweight
Barclays removes Alphabet as Top Pick, keeps Overweight rating
Barclays analyst Ross Sandler removed Alphabet (GOOGL) as his Top Pick and did not replace it with another stock. The analyst, however, keeps an Overweight rating on the shares with a $1,400 price target.
11/12/18
LBOW
11/12/18
NO CHANGE
LBOW
Neutral
Earnings commentary shows 'ample evidence' of hyperscale caution, says Longbow
Longbow analyst Joe Wittine said that Microsoft (MSFT) signaled along with its earnings report that growth in investments would moderate, Amazon (AMZN) highlighted a focus on driving data center efficiencies, Alphabet (GOOGL) is understood to be eh "the largest driver" of Seagate's (STX) lowered outlook and Apple (AAPL) expects FY19 capex of $14B, down from this year's $16.7B. Wittine sees all of this as "ample evidence of increased caution in the hyperscale investment cycle," which leads his to believe his Neutral ratings on both Seagate and Western Digital (WDC) remain appropriate.
10/29/18
OPCO
10/29/18
NO CHANGE
OPCO
IBM/Red Hat may look to partner much more with Google, says Oppenheimer
Oppenheimer analyst Timothy Horan notes that IBM (IBM) and Red Hat (RHT) have lagged leaders such as Microsoft (MSFT), Amazon (AMZN), Google (GOOG; GOOGL) in the cloud. By merging, they are trying to improve their cloud position and Horan sees them looking to use the disruptive Container/Kubernetes to create a new hybrid cloud platform. Given how far behind they are in infrastructure, the analyst believes they may look to partner much more with Google, which is a threat to Microsoft more so than AWS. While Horan thinks the deal does open up an opportunity for a combined IBM/Red Hat to enter the market with a new service, they still have a long way to go before they can compete with Microsoft and Amazon in cloud.
GOOG Alphabet
$1,047.63

11.3 (1.09%)

10/29/18
OPCO
10/29/18
NO CHANGE
Target $1435
OPCO
Outperform
Alphabet price target lowered to $1,435 from $1,450 at Oppenheimer
Oppenheimer analyst Jason Helfstein lowered his price target for Alphabet to $1,435 from $1,450, while reiterating an Outperform rating on the shares on attractive GARP characteristics. The analyst notes that while focus is on slowing revenue growth and reduced margins, results appear stable if looking at the two-year comp and focusing on Google Segment EBITDA. As TAC pressure continues to be moderate in Q4 and early 2019, Alphabet is on track for accelerating free cash flow/share growth, he contends, adding that upside from Waymo is not priced into shares.
RPM RPM
$63.79

0.46 (0.73%)

10/08/18
MSCO
10/08/18
NO CHANGE
Target $70
MSCO
Overweight
RPM selloff following EBIT miss overdone, says Morgan Stanley
Morgan Stanley analyst Vincent Andrews said he believes RPM's selloff following the company's Q1 EBIT miss was overdone given that the company is about to announce a substantial restructuring program at the end of November. The analyst, who thinks much of the miss was one-time in nature, looks toward details to be shared at the company's analyst day to likely drive the shares higher. Andrews keeps an Overweight rating on RPM ahead of the event, which is scheduled for November 28.
10/10/18
MSCO
10/10/18
NO CHANGE
Target $102
MSCO
Equal Weight
Morgan Stanley cuts PPG estimates, but says Trian makes story 'more interesting'
After PPG (PPG) pre-announced Q3 and Q4 results that came in lower than Morgan Stanley's below-consensus forecast, analyst Vincent Andrews lowered his 2019 EPS estimate to $6.12 from $6.92 and said it would be below $6 without the benefit of $1.2B in assumed share repurchases during 2019. However, Trian's disclosure that it has built a 7M share stake "certainly makes the PPG story more interesting," given last year's failed approach of AkzoNobel (AKZOY) and the activist involvement at peers Akzo and RPM (RPM), Andrews tells investors. While he doesn't know what intentions Trian has in mind, his initial assessment is that Trian's focus will be on improving execution, most likely through a substantial cost restructuring program. Andrews, who added that "if nothing else comes out of all of this, we hope that PPG will begin to give annual earnings guidance," keeps an Equal Weight rating and $102 price target on PPG shares.
10/10/18
SBSH
10/10/18
DOWNGRADE
Target $435
SBSH
Neutral
Citi downgrades Sherwin-Williams after 'tough' comments from peers
Citi analyst P.J. Juvekar downgraded Sherwin-Williams (SHW) to Neutral from Buy and lowered his price target for the shares to $435 from $492. "Tough" market comments from companies like H.B. Fuller (FUL), PPG (PPG) and RPM (RPL) suggest that coatings companies are likely to be challenged by rising raw materials costs and slowing growth in key end markets, including China, Juvekar tells investors in a research note. Despite a strong U.S. stores business, Sherwin-Williams is not immune to these risks, especially with Valspar's more cyclical industrial business and acquisition-related debt, the analyst contends.
10/11/18
LOOP
10/11/18
NO CHANGE
Target $124
LOOP
Buy
Loop Capital says industry checks suggest Avery Dennison performing wells
Loop Capital analyst Chris Kapsch kept his Buy rating and $124 price target on Avery Dennison (AVY), saying industry checks indicate that the company is "poised to perform relatively well" in spite of the negative preannouncements from companies like Fuller (FUL), RPM (RPM), Trinseo (TSE), 3M (MMM), and PPG (PPG). Based on the indications of "strong" domestic demand and pricing running ahead of inflationary costs, the analyst recommends that investors take advantage of the weakness ahead of what he expects to be "another decent quarter".
GRUB GrubHub
$88.00

1.35 (1.56%)

10/26/18
DADA
10/26/18
UPGRADE
Target $120
DADA
Buy
GrubHub upgraded to Buy at DA Davidson on valuation and investment opportunity
As reported earlier, DA Davidson analyst Tom Forte upgraded GrubHub to Buy from Neutral and raised his price target to $120 from $115. The analyst says that the 16.6% pullback in the company's stock price the past two days creates an "attractive entry point for investors". Forte cites his "tremendous confidence" in GrubHub management to ramp up investment spending to "maximize" the company's ability to build its share in the online restaurant delivery market. The analyst also believes that the concerns around long-term margin degradation as a result of more participation from lower-margin first-party restaurants are priced into the current valuation.
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
JMPS
10/26/18
NO CHANGE
Target $138
JMPS
Outperform
GrubHub weakness a buying opportunity, says JMP Securities
JMP Securities analyst Ronald Josey lowered his price target on GrubHub shares to $138 from $158 to account for lower profitability, but noted that "almost all" of the company's core metrics came in better than his projections in Q3. The company is accelerating advertising and market expansion plans, which impact profitability, but Josey view these investments as Grubhub playing offense from a position of strength and would take advantage of any weakness in shares as a result. He maintains an Outperform rating on GrubHub shares.
10/26/18
ROTH
10/26/18
NO CHANGE
Target $110
ROTH
Neutral
GrubHub price target cut to $110 from $130 at Roth Capital
Roth Capital analyst Darren Aftahi lowered his price target for GrubHub to $110 from $130 as organic revenue growth remained healthy in Q3, but notes that the company plans to invest an additional ~$20M-$30M in operations/support and marketing in Q4, suppressing profits further near-term, though this should materialize into more diner growth and profits over time. Aftahi, who reiterates a Neutral, tells investors that while profits are likely to remain muted near-term, he believes the headline risk is overdone.
GDX VanEck Vectors Gold Miners ETF
$18.47

0.055 (0.30%)

08/15/18
RBCM
08/15/18
DOWNGRADE
Target $1.4
RBCM
Underperform
New Gold downgraded to Underperform at RBC Capital on eroding cash flow
As reported earlier, RBC Capital analyst Dan Rollins downgraded New Gold to Underperform from Sector Perform and lowered his price target to $1.40 from $3.50. The analyst cites elevated financial leverage and "material" reduction in free cash flow, along with continued risk related to Rainy River mine ramp. Rollins believes that although New Gold has underperformed the broader gold mining ETF GDX by 30%, it will continue to underperform until its risks diminish.
AAPL Apple
$193.33

1.1 (0.57%)

11/14/18
UBSW
11/14/18
NO CHANGE
Target $53
UBSW
Buy
Lumentum price target lowered to $53 from $80 at UBS
UBS analyst Tejas Venkatesh lowered his price target on Lumentum (LITE) to $53 from $80 after the change in Qorvo (QRVO) guidance, which gave more evidence of Apple (AAPL) demand weakness being the underlying cause of Lumentum's change in expectations. The analyst lowered his estimates but said he does not see further inventory risk unless demand weakens further. Venkatesh maintained his Buy rating on Lumentum shares.
11/14/18
ADAM
11/14/18
NO CHANGE
Target $83
ADAM
Buy
Qorvo price target lowered to $83 from $90 at Canaccord
Canaccord analyst T. Michael Walkley lowered his price target on Qorvo (QRVO) to $83 from $90 after the company lowered its guidance, as several Apple (AAPL) suppliers have done. He expects Qorvo to continue focusing on developing integrated solutions to drive dollar content growth faster than the slow growing smartphone market and anticipates improving growth trends as 5G ramps long-term. Walkley reiterated his Buy rating on Qorvo shares.
11/14/18
DADA
11/14/18
NO CHANGE
Target $72
DADA
Neutral
Qorvo price target lowered to $72 from $81 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Qorvo (QRVO) to $72 and kept his Neutral rating after the company cut its Q3 earnings guidance to reflect the expectations of a weaker high-end smartphone demand. The analyst believes that the "softer than expected" launch of the new iPhones by Apple (AAPL) has " triggered a rapid change in order flow over the past couple of weeks" and anticipates similar announcements from other Apple suppliers to track reduced guidance by Qorvo and Lumentum (LITE).
11/14/18
LOOP
11/14/18
NO CHANGE
Target $85
LOOP
Buy
Qorvo price target lowered to $85 from $90 at Loop Capital
Loop Capital analyst Cody Acree lowered his price target on Qorvo (QRVO) to $85 after its reduced Q3 guidance, saying the "softer unit volumes" sold by Apple (AAPL) were "undoubtedly the primary unnamed specific cause". The analyst is keeping his Buy rating on the shares however, stating that the "tier-1 smartphone unit weakness is becoming a common theme" that is generating lesser impact with each news release as evidenced by Qorvo's shares trading flat yesterday. Acree adds that investors should start to "pick their spots for 2019" amid the smartphone industry's start of migration to 5G and believes that Qorvo is "well positioned to continue to gain share at the leading tier-1 handset OEMs".
ADBE Adobe
$241.73

2.88 (1.21%)

10/16/18
PIPR
10/16/18
NO CHANGE
Target $310
PIPR
Overweight
Adobe remains a top pick at Piper Jaffray
Piper Jaffray analyst Alex Zukin says Adobe Systems remains one of his firm's top picks following the company's analyst day and fiscal 2019 guidance. The company is in "full growth mode" with its fiscal 2019 sales outlook exceeding consensus across the board, Zukin tells investors in a research note titled "They Guide High, Stock Stays Fly." The analyst reiterates an Overweight rating on the shares with a $310 price target.
10/16/18
ADAM
10/16/18
NO CHANGE
Target $290
ADAM
Buy
Canaccord says 'stick with a winner' after Adobe's favorable guidance
Noting that investors were nervous during yesterday's session as they worried that Adobe's weakness meant that "somebody knows something" negative was about to come, Canaccord analyst Richard Davis said that it turned out instead that Adobe announced "several compelling upgrades" and issued guidance that was as good or better than consensus. In a note entitled "When things go well, you stick with a winner," Davis said that he has raised his estimates slightly following Adobe's update and strongly believes the stock should be in a large cap growth portfolio. He keeps a Buy rating and $290 price target on Adobe shares.
10/18/18
WEDB
10/18/18
INITIATION
WEDB
Neutral
Adobe initiated with a Neutral at Wedbush
10/19/18
WEDB
10/19/18
INITIATION
Target $270
WEDB
Neutral
Adobe initiated with a Neutral at Wedbush
Wedbush analyst Daniel Ives initiated Adobe Systems with a Neutral rating and $270 price target, telling investors in a research note that while he is very positive on the company's market opportunity over the next few years and believe ARPU expansion and more price increases could be on the horizon and represent positive growth catalysts, in the near term he feels that the risk/reward on shares at current levels is relatively balanced.
EA Electronic Arts
$87.23

-0.17 (-0.19%)

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
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
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
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.
TIF Tiffany
$109.31

1.12 (1.04%)

09/26/18
COWN
09/26/18
NO CHANGE
Target $150
COWN
Outperform
Tiffany estimates raised on growth prospects at Cowen
Cowen analyst Oliver Chen raised his estimates on Tiffany to reflect his conviction in the company's growth prospects from improved product, marketing, and customer engagement. He also sees margins expansion from favorable commodity cost trends and global expansion strength in lower price point products. Chen reiterated his Outperform rating and $150 price target on Tiffany shares.
10/12/18
OPCO
10/12/18
NO CHANGE
Target $152
OPCO
Outperform
Tiffany's underlying fundamentals, recovery 'intact,' says Oppenheimer
Oppenheimer analyst Brian Nagel reiterated an Outperform rating and $152 price target on Tiffany & Co. Nagel tells investors in a research note that he believes the underlying fundamentals and recovery at Tiffany remain intact, but that there may be credence to recent market concerns of the Chinese government regulating the flow of foreign purchased products into the country. He expects internal disciplines and drivers to continue to take hold with a brand that will prove increasingly well positioned.
09/12/18
09/12/18
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. TerraForm Power (TERP) upgraded to Neutral from Sell at Goldman Sachs with analyst Brian Lee saying the recent underperformance of the shares has driven a more balanced risk/reward profile. 2. Tiffany (TIF) upgraded to Outperform from Perform at Oppenheimer with analyst Brian Nagel stating he believes the risk/reward trade-off in owning the stock nearer term is now much more favorable. 3. Best Inc. (BSTI) upgraded to Outperform from Neutral at Macquarie with analyst Eric Zong saying he believes Best's current valuation reflects the value of the express delivery business, approximately $6.53/share, but ignores the remaining business. 4. Immersion (IMMR) upgraded to Buy from Hold at Craig-Hallum with analyst Anthony Stoss stating he believes the stock is now back into favorable risk/reward waters. 5. DexCom (DXCM) upgraded to Market Perform from Underperform at Northland with analyst Suraj Kalia saying he was "dead wrong" on the stock and G6 should continue to grow. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/15/18
KEYB
10/15/18
NO CHANGE
Target $150
KEYB
Overweight
KeyBanc bullish on Tiffany as CEO takes 'bold moves' to accelerate business
KeyBanc analyst Edward Yruma says he is not dismissive of near-term dynamics and would be opportunistic on volatility as the company's new CEO is taking "bold moves" to accelerate the business. China remains a significant long-term growth opportunity, while commodities are a favorable near-term tailwind. Yruma reiterates an Overweight rating and $150 price target on the shares.
ADSK Autodesk
$132.81

1.89 (1.44%)

08/24/18
FBCO
08/24/18
NO CHANGE
Target $160
FBCO
Outperform
Autodesk price target raised to $160 from $150 at Credit Suisse
Credit Suisse analyst Brad Zelnick raised his price target for Autodesk to $160 citing last night's "strong" Q2 results. The analyst says that while fiscal 2019 guidance for annualized recurring revenue growth was maintained at 28%-30%, he remains encouraged by continued strength in Maintenance-to-Subscription conversions and Collections/BIM 360 adoption momentum. Zelnick maintains an Outperform rating on Autodesk shares.
08/29/18
ARGS
08/29/18
NO CHANGE
ARGS
Hold
Autodesk 'turning the corner in business transition', says Argus
Argus analyst Joseph Bonner kept his Hold rating on Autodesk but raised his FY19 EPS target to 94c from 90c after the company's most recent earnings beat. The analyst notes that Q2 marks the 2nd consecutive quarter of profitability and believes that Autodesk "may have just turned the corner" on its business transition, as the management looks for positive earnings in FY19 and a ramp in FY20. Bonner attributes his neutral stance to concerns about the volatility of the construction and manufacturing sectors and the yet-to-materialize promises of increased infrastructure spending from the Trump White House.
09/20/18
ADAM
09/20/18
NO CHANGE
Target $180
ADAM
Buy
Autodesk price target raised to $180 from $165 at Canaccord
Canaccord analyst Richard Davis raised his price target on Autodesk to $180 from $165 after meeting with management. The analyst said investors dialogue has changed for the better as the focus now seems to be on longer-term, strategic topics including the opportunity in construction, digitization of operations, sales alignment, and the value creation that accompanies full subscription adoption. Davis reiterated his Buy rating on Autodesk shares.
08/29/18
BARD
08/29/18
NO CHANGE
Target $165
BARD
Outperform
Autodesk Fresh Pick designation removed at Baird
Baird analyst Rob Oliver removed the Fresh Pick designation from Autodesk, but he remains bullish longer-term. The removal was made following its share price appreciation, but he said he has increased confidence in its long-term cash flow projections. He said he would use any weakness to accumulate or add to positions. Oliver maintained his Outperform rating and $165 price target on Autodesk shares.
ANTM Anthem
$281.01

0.72 (0.26%)

11/01/18
RBCM
11/01/18
NO CHANGE
Target $318
RBCM
Outperform
Anthem price target raised to $318 from $293 at RBC Capital
RBC Capital analyst Frank Morgan raised his price target on Anthem to $318 and kept his Outperform rating after "another beat and raise" quarter in Q3. The analyst says the results reflected the "solid execution across the enterprise, including better-than-expected medical cost performance". Morgan also cites the management's bullish outlook for FY19 that anticipates growth exceeding consensus expectations, with "further runway in 2020" driven by the IngenioRx development staying on track.
11/01/18
FBCO
11/01/18
NO CHANGE
Target $330
FBCO
Outperform
Anthem price target raised to $330 from $311 at Credit Suisse
Credit Suisse analyst A.J. Rice raised his price target for Anthem to $330 from $311 following quarterly results. The analyst reiterates an Outperform rating on the shares.
11/01/18
RHCO
11/01/18
NO CHANGE
Target $315
RHCO
Hold
Anthem price target raised to $315 from $300 at SunTrust
SunTrust analyst David MacDonald raised his price target on Anthem to $315 after its Q3 earnings beat, saying the results highlighted the company's "solid core trends, improving medical costs, ongoing cost savings/efficiency initiatives, and encouraging initial 2019 commentary". The analyst also keeps his Hold rating on Anthem, noting that while he awaits a ramp in membership growth, he is positive on the company's position in terms of anticipated government business in 2019 and beyond.
11/01/18
MSCO
11/01/18
NO CHANGE
Target $372
MSCO
Overweight
Morgan Stanley ups Anthem price target to $372 after 'bullish' 2019 comments
Morgan Stanley analyst Zack Sopcak said that Anthem management commented a number of times on the company's Q3 earnings call that 2019 consensus EPS, which had been $17.13, was "light." Assuming a low end of 8% growth and high end of 12% growth would make the range $17.30-$17.90, he noted. The company's Q3 results also showed continued strong operating performance and its 2018 guidance was raised by more than the Q3 beat, noted Sopcak. Given the Q3 performance and "bullish" 2019 commentary, Sopcak raised his price target Anthem shares to $372 from $368 and keeps an Overweight rating on the stock.
HDS HD Supply
$38.99

0.69 (1.80%)

10/12/18
JEFF
10/12/18
INITIATION
Target $48
JEFF
Buy
HD Supply initiated with a Buy at Jefferies
Jefferies analyst Stephen Volkmann started HD Supply with a Buy rating and $48 price target. The analyst notes the company's margins are the highest in the Distributor group.
10/12/18
GDHS
10/12/18
INITIATION
Target $43
GDHS
Hold
HD Supply initiated with a Hold at Gordon Haskett
Gordon Haskett analyst John Inch started HD Supply with a Hold rating and $43 price target.
09/06/18
RHCO
09/06/18
NO CHANGE
Target $52
RHCO
Buy
HD Supply price target raised to $52 at SunTrust on 'strong organic growth'
SunTrust analyst Keith Hughes nudged his price target on HD Supply to $52 from $50, raised his FY18 EPS view to $3.27 from $3.23, and kept his Buy rating after its Q2 results. The analyst says the company posted "another solid quarter" with "strong organic growth", citing the performance of the C&I segment in driving the EBITDA upside in spite of the continued challenges to improve leverage in Facilities Maintenance.
08/30/18
08/30/18
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. Tilly's (TLYS) upgraded to Outperform from Market Perform at William Blair with analyst Sharon Zackfia citing improved comp momentum, easing upcoming comparisons against e-commerce issues in the fourth and first quarters, and increased conviction in the company's potential to grow the unit base from 226 sites today. 2. Arlo Technologies (ARLO) upgraded to Buy from Neutral at Guggenheim with analyst Robert Cihra saying the recent pullback in shares offers a compelling buying opportunity and has a meaningful runway to keep growing. 3. Altra Industrial Motion (AIMC) upgraded to Buy from Neutral at Sidoti and to Overweight from Sector Weight at KeyBanc. 4. Genesco (GCO) upgraded to Buy from Hold at Pivotal Research with analyst Mitch Kummetz saying the stock's risk/reward looks more favorable following the company's "strong" Q2 results and the continuation of favorable back-to-school trends into Q3. 5. HD Supply (HDS) upgraded to Buy from Neutral at Northcoast. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage,
MSFT Microsoft
$107.16

0.69 (0.65%)

11/13/18
SUSQ
11/13/18
UPGRADE
Target $95
SUSQ
Positive
Xilinx upgraded to Positive with $95 price target at Susquehanna
As reported previously, Susquehanna analyst Christopher Rolland upgraded Xilinx (XLNX) to Positive from Neutral. The analyst likes the company's A.I. inference opportunity and its strong showing with Alveo. He said the early read on Alveo pricing puts it in the ballpark with Nvidia's (NVDA) T4. He is also encouraged that Microsoft (MSFT) may begin to dual source DC FPGAs, which was an opportunity that he thought had previously been locked up by Altera. Rolland raised his price target to $95 from $82 on Xilinx 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).

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DMPI

DelMar Pharmaceuticals

$0.77

0.0047 (0.61%)

17:25
08/23/19
08/23
17:25
08/23/19
17:25
Hot Stocks
Intracoastal Capital reports 9.99% passive stake in DelMar Pharmaceuticals »

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RTN

Raytheon

$180.58

-6.44 (-3.44%)

17:22
08/23/19
08/23
17:22
08/23/19
17:22
Hot Stocks
Raytheon awarded $534M Army contract »

Raytheon was awarded a…

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UHAL

Amerco

$339.43

-2.97 (-0.87%)

17:21
08/23/19
08/23
17:21
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17:21
Hot Stocks
Amerco announces special cash dividend of 50c per share »

The dividend will be…

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NTLA

Intellia Therapeutics

$15.77

-1.08 (-6.41%)

17:20
08/23/19
08/23
17:20
08/23/19
17:20
Syndicate
Breaking Syndicate news story on Intellia Therapeutics »

Intellia Therapeutics…

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GD

General Dynamics

$183.42

-4.19 (-2.23%)

17:19
08/23/19
08/23
17:19
08/23/19
17:19
Hot Stocks
General Dynamics awarded $1.08B Navy contract modification »

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NVLN

Novelion Therapeutics

$0.66

-0.0523 (-7.37%)

17:17
08/23/19
08/23
17:17
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17:17
Hot Stocks
Stonepine Capital reports 6.1% passive stake in Novelion Therapeutics »

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LMT

Lockheed Martin

$376.85

-8.91 (-2.31%)

17:14
08/23/19
08/23
17:14
08/23/19
17:14
Hot Stocks
Lockheed Martin awarded $2.43B Navy contract modification »

Lockheed Martin has been…

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ONCS

OncoSec

$1.84

-0.03 (-1.60%)

17:14
08/23/19
08/23
17:14
08/23/19
17:14
Syndicate
Breaking Syndicate news story on OncoSec »

OncoSec files $50M mixed…

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TNXP

Tonix Pharmaceuticals

$0.42

-0.0249 (-5.60%)

17:09
08/23/19
08/23
17:09
08/23/19
17:09
Syndicate
Breaking Syndicate news story on Tonix Pharmaceuticals »

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  • 25

    Sep

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$284.86

-7.5 (-2.57%)

17:08
08/23/19
08/23
17:08
08/23/19
17:08
General News
Trump to raises tariff rates on Chinese goods, CNBC says »

U.S. President Donald…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$284.86

-7.5 (-2.57%)

03/08/13
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ATIS

Attis Industries

$1.03

-0.08 (-7.21%)

17:06
08/23/19
08/23
17:06
08/23/19
17:06
Hot Stocks
Attis Industries provides update on status of Nasdaq listing »

Attis Industries…

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CVEO

Civeo

$1.32

-0.07 (-5.04%)

17:04
08/23/19
08/23
17:04
08/23/19
17:04
Syndicate
Breaking Syndicate news story on Civeo »

Civeo files $300M mixed…

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AGO

Assured Guaranty

$42.56

-1.09 (-2.50%)

16:58
08/23/19
08/23
16:58
08/23/19
16:58
Hot Stocks
Assured Guaranty CEO sells 30,300 common shares »

In a regulatory filing,…

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