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NLSN

Nielsen

$26.04

-0.5 (-1.88%)

, DNB

Dun & Bradstreet

$141.85

0.04 (0.03%)

12:10
11/14/18
11/14
12:10
11/14/18
12:10

Paulson & Co. takes new stakes in Nielsen, Dun & Bradstreet during Q3

NLSN

Nielsen

$26.04

-0.5 (-1.88%)

DNB

Dun & Bradstreet

$141.85

0.04 (0.03%)

NLSN Nielsen
$26.04

-0.5 (-1.88%)

08/29/18
PIPR
08/29/18
NO CHANGE
PIPR
Piper calls IHS Markit, S&P Global top picks in Information Services
Piper Jaffray analyst Peter Appert calls IHS Markit (IHS) and S&P Global (SPGI) his top picks in the Information Services sector. Dun & Bradstreet's (DNB) pending sale to a private equity group and Nielsen's (NLSN) strategic review refocuses investor attention on M&A activity in the sector, Appert tells investors in a research note. He says that while "rich" transaction values provide an "intriguing valuation backstop for the group," he continues to focus on operating fundamentals as the key driver of stock performance.
08/23/18
08/23/18
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. ROSENBLATT BOOSTS AMD PRICE TARGET TO STREET HIGH: Rosenblatt analyst Hans Mosesmann raised his price target for AMD (AMD) shares to $30 from $27. Mosesmann's new price target represents the high among Wall Street sell-side analysts. Following the meetings, Mosesmann has renewed conviction in AMD's multi-year double digit growth profile. Further, he's impressed by the analysis investors are doing in the name after years of disregard. AMD is up 4.1% in late morning trading. CANTOR CUTS AETNA TO NEUTRAL: Cantor Fitzgerald analyst Steven Halper downgraded Aetna (AET) to Neutral from Overweight with a price target of $202. The stock now trades at just a 4.6% discount to the implied CVS Health (CVS) acquisition value of about $207 per share, Halper said. He believes the narrowed deal spread reflects an increased likelihood of regulatory approval. Halper cites limited potential upside for his downgrade of Aetna to Neutral. NIELSEN UPGRADED TO NEUTRAL AT GOLDMAN: Goldman Sachs analyst George Tong upgraded Nielsen Holdings (NLSN) to Neutral and raised his price target for the shares to $25 from $20. With activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, Tong sees increased likelihood of Nielsen being involved in a transaction. His upgrade to Neutral and price target increase come after the analyst incorporated a potential takeover into his model. Nielsen is up 3.3% in late morning trading. IMPERIAL SEES SUBSCRIBER UPSIDE FOR NETFLIX: Imperial Capital analyst David Miller believes Netflix's (NFLX) experiment with ending billing through Apple's (AAPL) app store in 33 countries outside the U.S. likely implies upside to its Q3 international subscriber guidance. The analyst said he has a tough time believing that Netflix would "experiment" with billing infrastructure mid-quarter if it did not believe that its international subscriber levels were trending ahead of guidance. As such, Miller raised his Q3 international subscriber estimate to 4.46M from 4.35M. He kept an Outperform rating on Netflix with a $494 price target. TARGET GETS UPGRADE AND DOWNGRADE: Target (TGT) was upgraded to Outperform from Market Perform at Telsey Advisory, and downgraded to Peer Perform from Outperform at Wolfe Research.
08/23/18
08/23/18
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. Target (TGT) upgraded to Outperform from Market Perform at Telsey Advisory. 2. Deckers Brands (DECK) upgraded to Neutral from Negative at Susquehanna with analyst Sam Poser saying wholesale accounts are more positive than just a few months ago following checks with both large and small retailers. 3. Nielsen (NLSN) upgraded to Neutral from Sell at Goldman Sachs with analyst George Tong saying with activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, he sees increased likelihood of Nielsen being involved in a transaction. 4. Finisar (FNSR) upgraded to Overweight from Neutral at Piper Jaffray with analyst Troy Jensen saying China demand is returning via Huawei and ZTE (ZTCOY), Finisar is facing easy comps following five quarters of depressed demand and the upcoming 400G cycle should provide a tailwind in 2019. 5. Coca-Cola Amatil (CCLAY) upgraded to Equal Weight from Underweight at Morgan Stanley. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/23/18
GSCO
08/23/18
UPGRADE
Target $25
GSCO
Neutral
Nielsen upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst George Tong upgraded Nielsen Holdings to Neutral and raised his price target for the shares to $25 from $20. With activist Elliott Management pushing for a sale and increased deal activity in the Information Services sector, Tong sees increased likelihood of Nielsen being involved in a transaction. His upgrade to Neutral and price target increase come after the analyst incorporated a potential takeover into his model.
DNB Dun & Bradstreet
$141.85

0.04 (0.03%)

11/09/18
PIPR
11/09/18
UPGRADE
Target $25
PIPR
Overweight
Cannae Holdings upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Jason Deleeuw upgraded Cannae Holdings (CNNE) to Overweight with an unchanged price target of $25. The stock is trading at a 40% discount versus the analyst's $27.37 one-year economic value estimate for Cannae's current portfolio of investments. Further, Deleeuw believes the company and its investment partners will drive "significant" Dun & Bradstreet (DNB) acquisition cost and revenue synergies. He thinks yesterday's selloff has brought an attractive entry point for Cannae Holdings shares.
08/10/18
LEHM
08/10/18
DOWNGRADE
Target $145
LEHM
Equal Weight
Dun & Bradstreet downgraded to Equal Weight from Overweight at Barclays
Barclays analyst Manav Patnaik downgraded Dun & Bradstreet to Equal Weight while raising his price target for the shares to $145 from $140. The analyst cut his rating after the company agreed to be acquired by an investor group for $145 per share in cash.
06/18/18
06/18/18
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. Redfin (RDFN) was downgraded to Sell from Neutral at Goldman Sachs while Zillow (Z, ZG) was downgraded to Neutral from Buy. 2. Dun & Bradstreet (DNB) downgraded to Neutral from Outperform at Baird with analyst Jeffrey Meuler saying he believes any potential take-out is already priced into the shares, the current valuation seems to limit potential upside, and the business requires more substantial changes to return it to sustainable organic growth. 3. Hibbett Sports (HIBB) downgraded to Underperform from Buy at BofA/Merrill analyst Rafe Jadrosich saying he expects negative same-store-sales declines in Q4 and continuing through 2020 as Hibbett laps the ecommerce launch and excess inventory clearance. 4. Cheesecake Factory (CAKE) downgraded to Neutral on valuation at BTIG with analyst Peter Saleh citing recent share strength. 5. Intel (INTC) downgraded to Underperform from Market Perform at Northland. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

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CDNS

Cadence Design

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Verizon

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LII

Lennox

$267.77

-2.97 (-1.10%)

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UTX

United Technologies

$136.99

-0.01 (-0.01%)

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MGA

Magna

$56.15

-0.49 (-0.87%)

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TPNL

3Pea International

$8.33

0.11 (1.34%)

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UTX

United Technologies

$136.99

-0.01 (-0.01%)

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HCA

HCA Healthcare

$115.01

-0.18 (-0.16%)

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YTEN

Yield10 Bioscience

$1.16

0.025 (2.20%)

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LRCX

Lam Research

08:34
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AZO

AutoZone

$1,035.13

-10.98 (-1.05%)

08:34
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BIEL

BioElectronics

$0.00

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SRTS

Sensus Healthcare

$6.20

(0.00%)

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SRDX

Surmodics

$42.18

1.77 (4.38%)

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Catasys

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Vonage

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Honeywell

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Deutsche Bank

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Amazon.com

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