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PAGS

PagSeguro Digital

$22.84

0.215 (0.95%)

, EDU

New Oriental Education

$58.48

0.31 (0.53%)

14:33
11/14/18
11/14
14:33
11/14/18
14:33

Tiger Management takes new stake in PagSeguro, adds to Alibaba stake in Q3

Tiger Management disclosed in an SEC filing its holdings as of September 30, 2018. Tiger's 20 new buys during the third quarter included PagSeguro Digital (PAGS) and a number of ETFs. Tiger exited 22 positions during the quarter, including by size of previous position, New Oriental Education (EDU), Redfin (RDFN), Twenty-First Century Fox (FOXA), Amazon (AMZN), and Mondelez (MDLZ). Tiger increased its stake in 18 holdings, including by size of previous position, Alibaba (BABA), Cisco (CSCO), Microsoft (MSFT), NXP Semiconductors (NXPI), and Blackstone Group (BX). Tiger reduced its stake in 11 holdings, including by size of previous position, Boot Barn (BOOT), JPMorgan Chase (JPM), Spotify (SPOT), Royal Caribbean (RCL), and Delta (DAL). Tiger's top holdings as of September 30, 2018, in order of size, were Microsoft, Alibaba, Blackstone, Adobe (ADBE), and Alphabet (GOOG).

PAGS

PagSeguro Digital

$22.84

0.215 (0.95%)

EDU

New Oriental Education

$58.48

0.31 (0.53%)

RDFN

Redfin

$15.48

-0.12 (-0.77%)

FOXA

Fox Corp.

$48.11

0.39 (0.82%)

AMZN

Amazon.com

$1,615.00

-16.68 (-1.02%)

MDLZ

Mondelez

$43.61

-0.48 (-1.09%)

BABA

Alibaba

$149.84

3.01 (2.05%)

CSCO

Cisco

$44.84

-0.29 (-0.64%)

MSFT

Microsoft

$105.43

-1.04 (-0.98%)

NXPI

NXP Semiconductors

$81.77

-0.01 (-0.01%)

BX

Blackstone

$32.95

-0.4 (-1.20%)

BOOT

Boot Barn

$22.61

-2.225 (-8.96%)

JPM

JPMorgan

$107.15

-2.44 (-2.23%)

SPOT

Spotify

$132.90

1.21 (0.92%)

RCL

Royal Caribbean

$106.31

0.06 (0.06%)

DAL

Delta Air Lines

$56.58

-0.23 (-0.40%)

ADBE

Adobe

$235.27

-3.58 (-1.50%)

GOOG

Alphabet

$1,044.10

7.77 (0.75%)

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PAGS PagSeguro Digital
$22.84

0.215 (0.95%)

11/13/18
SBSH
11/13/18
UPGRADE
SBSH
Neutral
PagSeguro Digital upgraded to Neutral from Sell at Citi
Citi analyst Felipe Gaspar Salomao upgraded PagSeguro Digital to Neutral saying the stock price now reflects the impacts of more competition ahead. The analyst believes his "base case" of increasing competition has become the market's base case with PagSeguro shares around $22-$23. He cites valuation for his upgrade to Neutral.
07/27/18
IBBA
07/27/18
INITIATION
Target $37
IBBA
Outperform
PagSeguro Digital initiated with an Outperform at Itau BBA
Itau BBA initiated PagSeguro with an Outperform and $37 price target.
07/19/18
DBAB
07/19/18
NO CHANGE
DBAB
Buy
Deutsche sees PagSeguro Digital multiple 'materially' expanding
After hosting investors for a bull/bear debate on PagSeguro Digital (PAGS), Deutsche Bank Bryan Keane reiterates a Buy rating on the shares. As investors gain more confidence in the management team and the model, PagSeguro's multiple will "materially expand" given its "sustainable" growth rates, Keane tells investors in a research note. He believes the company will introduce more products and services through its ecosystem in the future, similar to Square (SQ), that isn't contemplated in analyst models or its total addressable market.
06/28/18
DBAB
06/28/18
NO CHANGE
DBAB
Buy
PagSeguro secondary removes near-term overhang, says Deutsche Bank
Deutsche Bank analyst Bryan Keane says that PagSeguro Digital's secondary offering was earlier than expected, Universo Online will now be locked up for a year. This erases any near-term overhang and the proceeds raised will allow PagSeguro to invest in its platform, technology, and release new offerings to its ecosystem, Keane tells investors in a research note. Further, the analyst believes fundamentals remain strong for the company, led by "rapid" digital payments growth in the Brazilian small and micro-merchant sector. He believes PagSeguro can deliver growth in excess of 20% in total net revenue and 30% in earnings for the long term. Keane reiterates a Buy rating on PagSeguro Digital.
EDU New Oriental Education
$58.48

0.31 (0.53%)

11/01/18
DBAB
11/01/18
DOWNGRADE
Target $55
DBAB
Hold
New Oriental Education downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Tallan Zhou downgraded New Oriental Education to Hold and lowered his price target for the shares to $55 from $105. The analyst expects "lingering margin pressure" following last week's Q1 results.
11/12/18
JPMS
11/12/18
NO CHANGE
Target $48
JPMS
Overweight
Chinese education sector selloff unwarranted, says JPMorgan
The results reported mid-year in the Chinese education sector have not deteriorated sufficiently to warrant the share price performance, JPMorgan analyst Leon Chik tells investors in a research note. The analyst points out that the average education company under his coverage is down 25%-30% since the end of May. He believes this may be due to greater uncertainty over the future due to a slowing economy and an increase in government regulations. New regulations provide short term challenges but help speed up market consolidation as larger operators can cope with changes better, Chik tells investors in a research note. The analyst's top after school tutorial picks are TAL Education (TAL) and New Oriental Education (EDU). He also has an Overweight rating on Bright Scholar Education (BEDU). Chik lowered his price target for TAL to $48 from $58, for New Oriental to $85 from $98 and for Bright Scholar to $15 from $20.
11/01/18
11/01/18
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. Pfizer (PFE) downgraded to Market Perform from Outperform at BMO Capital with analyst Alex Arfaei saying he maintains a positive view on the company longer-term but sees valuation at current levels reflecting its risk-reward profile. 2. Encana (ECA) downgraded to Underperformer from Neutral at CIBC. 3. New Oriental Education (EDU) downgraded to Hold from Buy at Deutsche Bank with analyst Tallan Zhou saying he expects "lingering margin pressure" following Q1 results. 4. Autoliv (ALV) downgraded to Neutral from Buy at Longbow with analyst Anthony Deem saying he sees the company's revenue growth being "very solid" through 2020 in mid-to-high single digit percentage territory, but he is less confident in positive operating leverage due to incremental cost overruns associated with new launches. 5. Aegion (AEGN) downgraded to Hold from Buy at Canaccord with analyst Chip Moore saying the company is a well positioned pipeline infrastructure play that is poised to benefit from attractive secular drivers longer-term, but the risk/reward is balanced at current levels. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/24/18
BNCH
10/24/18
NO CHANGE
Target $80
BNCH
Buy
New Oriental Education price target lowered to $80 from $105 at Benchmark
Benchmark analyst Fawne Jiang noted New Oriental Education reported mixed Q1, with better than expected revenue and an earnings shortfall caused mainly by higher operating expenses and online investments. She anticipates New Oriental will likely face near-term margin pressure due to costs associated with regulatory changes and ongoing investments and lowered her price target to $80 from $105, but keeps a Buy rating on the shares as Jiang remains positive on its top-line growth.
RDFN Redfin
$15.48

-0.12 (-0.77%)

11/13/18
DADA
11/13/18
NO CHANGE
Target $17.5
DADA
Neutral
Redfin price target lowered to $17.50 from $22 at DA Davidson
DA Davidson analyst Tom White lowered his price target on Redfin to $17.50 and kept his Neutral rating, saying the company's Q4 revenue growth guidance was underwhelming at 20%-24% and 9%-14% when excluding the Properties segment. The analyst further cites Redfin's national market share gains being muted by the "weaker trends in the high-cost markets" where the company has larger share. White also believes that Redfin's headwinds included the "spread" of the soft macro housing backdrop, evidenced by the sequential decline of its Lead Agents count.
10/19/18
COWN
10/19/18
NO CHANGE
Target $23
COWN
Outperform
Redfin price target lowered to $23 from $28 at Cowen
Cowen analyst Thomas Champion lowered his price target on Redfin to $23 from $28 as he takes a more conservative view in the near-term due to a challenging real estate market. He believes the guidance looks achievable in the context of lower expectations. Champion maintained his Outperform rating on Redfin shares.
11/09/18
WBLR
11/09/18
DOWNGRADE
WBLR
Market Perform
Redfin downgraded to Market Perform from Outperform at William Blair
William Blair analyst Stephen Sheldon downgraded Redfin to Market Perform following the company's Q3 results. Slowing revenue growth and ramping expenses warrant near-term caution in the shares, Sheldon tells investors in a post-earnings research note.
11/09/18
ZELM
11/09/18
DOWNGRADE
ZELM
Hold
Redfin downgraded to Hold from Buy at Zelman
FOXA Fox Corp.
$48.11

0.39 (0.82%)

10/30/18
MSCO
10/30/18
NO CHANGE
Target $95
MSCO
Overweight
WWE shares 'on sale' after pullback, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne noted that WWE (WWE) shares are down by over 30% this month, which he sees as a "rare opportunity" to buy shares of a company that he sees having both highly visible earnings growth and growing intellectual property value. He attributes the rapid selloff primarily to a broader market rotation out of risk assets due to rising interest rates and concerns over achieving long-term growth, but he thinks this "does not make sense" given that WWE's EBITDA opportunity "is not a decade away, but rather a year away," Swinburne tells investors. Two contracts underwritten by Comcast (CMCSA) and Fox (FOXA) drive the bulk of its earnings growth and its financial outlook has no immediate exposure to ratings or cord-cutting, Swinburne added. While he trimmed his price target on WWE shares to $95 from $105 after bumping up his investment expectations for 2019, the analyst maintains an Overweight rating on the stock.
11/05/18
EVER
11/05/18
INITIATION
Target $52
EVER
Outperform
21st Century Fox resumed with an Outperform at Evercore ISI
Evercore ISI analyst Vijay Jayant resumed coverage on 21st Century Fox with an Outperform and $52 price target.
11/08/18
MSCO
11/08/18
NO CHANGE
Target $54
MSCO
Overweight
Morgan Stanley raises 'New Fox' estimates after 21st Century Fox report
Morgan Stanley analyst Benjamin Swinburne said 21st Century Fox's Q1 results reinforced his conviction in his Overweight view, as he believes its strong distribution and ad sales results in the U.S. underscore Fox's pricing power. Following the quarterly report, Swinburne raised his estimates for "New Fox" and increased his price target on 21st Century Fox shares to $54 from $53 based on his value of $13 per share for "New Fox" and $41 per share for "RemainCo." The analyst also noted that Fox's international cable networks came in below his expectations, adding that he believes Disney's (DIS) acquisition of Fox's content production assets and Star India, along with gaining a majority stake in Hulu, are the primary growth drivers.
11/09/18
LOOP
11/09/18
NO CHANGE
Target $130
LOOP
Buy
Disney price target raised to $130 from $125 at Loop Capital
Loop Capital analyst Alan Gould raised his price target on Disney (DIS) to $130 after its Q4 earnings beat, saying that the company should be able to capitalize on Direct-To-Consumer programming as it has also succeeded in other brands. The analyst notes that the company will provide more details about its upcoming entertainment streaming product, Disney +, at the investor day in April. Gould also points to the management's optimistic view that the purchase of Fox (FOXA) will be approved by regulators. The analyst keeps his Buy rating on Disney.
AMZN Amazon.com
$1,615.00

-16.68 (-1.02%)

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.
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.
11/13/18
LOOP
11/13/18
NO CHANGE
LOOP
Amazon.com HQ2 locations 'make perfect sense' to Loop Capital
Loop Capital analyst Anthony Chukumba, who has a Buy rating and $2,200 price target on Amazon shares, was not surprised by Amazon's decision to split HQ2 between New York City and Northern Virginia, saying it "made perfect sense." The analyst noted that Amazon is eligible to receive nearly $2.1B in combined tax credits and cash grants, which likely played an important role in their decision. He also noted that Amazon having a local headquarters in Norther Virginia "further cements Amazon as the frontrunner for the Department of Defense's $10B Joint Enterprise Defense Infrastructure cloud computing contract."
11/14/18
EVER
11/14/18
NO CHANGE
Target $1990
EVER
Outperform
Amazon's AWS operating income estimates likely conservative, says Evercore ISI
Evercore ISI analyst Anthony DiClemente kept his Outperform rating and $1,990 price target on Amazon.com, saying his deeper analysis of the company's AWS business earnings power over the longer term suggests that the consensus is "likely too conservative". The analyst states that his "dynamic model" indicates a pathway of 35% or greater operating margins by 2022 under "bullish, but still undemanding assumptions." DiClemente adds that the Street is giving Amazon "little credit for ongoing efficiency gains", only calling for about 100bps in operating margin expansion between 2018 and 2021.
MDLZ Mondelez
$43.61

-0.48 (-1.09%)

09/17/18
09/17/18
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. Reliance Steel (RS) initiated with a Neutral at Citi. 2. Bausch Health (BHC) assumed with an Overweight at Barclays. 3. Stanley Black & Decker (SWK) initiated with an Outperform at Credit Suisse. 4. Aramark (ARMK) initiated with an Outperform at Bernstein. 5. Kraft Heinz (KHC) was assumed with an Underweight at Morgan Stanley, while Mondelez (MDLZ), General Mills (GIS), and Kellogg (K) were assumed with an Equal Weight. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
09/24/18
UBSW
09/24/18
NO CHANGE
Target $51
UBSW
Buy
Mondelez management meeting adds conviction to Buy thesis, says UBS
UBS analyst Steven Strycula said the recent analyst day at Mondelez reinforced his conviction in his Buy thesis, stating that guidance was conservative and that long-term targets were credible. The analyst sees three value drivers: leadership fostering a more sales-oriented culture; the company removing internal business barriers to help it deliver improved sales growth; and the company's plans to use bolt-on deal and divestitures to create shareholder value. Strycula reiterated his Buy rating and $51 price target on Mondelez shares.
09/17/18
09/17/18
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. LULULEMON UPGRADED TO OUTPERFORM: Wells Fargo analyst Ike Boruchow upgraded Lululemon (LULU) to Outperform from Market Perform, stating that while the brand's current strength is "evident to essentially everyone," his recent meetings with management lead him to believe that its "industry leading" momentum is likely sustainable through the second half of this year and well into 2019. While admitting to being "late to the party," Boruchow said he sees meaningful outperformance and upward revisions being ahead for the athletic apparel company. He raised his price target on Lululemon shares to $200 from $144. In late morning trading, Lululemon shares are higher by 2.3%. NOMURA UPGRADES BROADCOM TO BUY: Nomura Instinet analyst Romit Shah upgraded Broadcom (AVGO) to Buy from Neutral and raised his price target for the shares to $300 from $225. The analyst says the "so many positive takeaways from earnings" have forced him to take a more constructive stance on the shares. GOLDMAN SWAPS CONVICTION BUY ON MASTERCARD, VISA: Goldman Sachs analyst James Schneider added MasterCard (MA) to his firm's Conviction List while maintaining a Buy rating on the shares. The analyst also upped his price target for the stock to $260 from $230. Goldman Sachs analyst James Schneider removed Visa (V) from his firm's Conviction List but maintains a Buy rating on the shares with an unchanged price target of $160. The analyst, who continues to see upside to Street estimates, cites the recent share outperformance for the removal. MORGAN STANLEY INITIATES CONSUMER STAPLES: Morgan Stanley analyst Dara Mohsenian assumed Kraft Heinz (KHC) with an Underweight and $52 price target, as he believes it topline growth will likely trail food peers. In late morning trading, Kraft Heinz shares were down almost 2%. The analyst also assumed coverage of Mondelez (MDLZ), General Mills (GIS), and Kellogg (K) with Equal Weight ratings. KEYBANC SEES CANNABIS AS DRIVER FOR SHOPIFY: KeyBanc analyst Monika Garb said she is a buyer of Shopify (SHOP), as the company has "ample" growth opportunities ahead, and she sees potential upside to her above-consensus estimates. She expects that recreational sales of cannabis in Canada could be a GMV and revenue driver and further benefit Shopify's business momentum. Garb maintained an Overweight rating and $182 price target on the shares.
09/17/18
MSCO
09/17/18
INITIATION
Target $47
MSCO
Equal Weight
Mondelez assumed with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Dara Mohsenian assumed coverage of Mondelez (MDLZ) with an Equal Weight rating and $47 price target, calling it the best positioned among the large cap food peers on which he began coverage. However, Mohsenian assumed the U.S. large-cap packaged food industry with an In-Line rating, stating that he is cautious fundamentally given his skepticism over packaged food sector topline growth and margin expansion potential. Mohsenian also assumed coverage of General Mills (GIS) and Kellogg (K) with Equal Weight ratings and assumed Kraft Heinz (KHC) with an Underweight rating.
BABA Alibaba
$149.84

3.01 (2.05%)

11/12/18
OPCO
11/12/18
NO CHANGE
OPCO
Outperform
Alibaba Singles Day growth deceleration suggests weaker macro environment, says Oppenheimer
Oppenheimer analyst Jason Helfstein notes that Alibaba's (BABA) 2018 Singles Day annual growth dropped to +27% year over year versus +39% in 2017, which he believes suggests a weaker macro environment in China, on top of the law of large numbers. The analyst also highlights that Starbucks (SBUX) participated in Double 11 for the first time. Overall, Helfstein continues to see Alibaba's ecosystem evolving with new elements, namely New Retail, Local Services and Travel. Going forward, he expects GMV growth will become more reliant on the cooperation and synergies between different channels and services. The analyst has an Outperform rating on Alibaba's shares.
11/12/18
RHCO
11/12/18
NO CHANGE
Target $180
RHCO
Buy
Alibaba's Singles Day GMV growth was 'impressive', says SunTrust
SunTrust analyst Youssef Squali kept his Buy rating and $180 price target on Alibaba after its Singles Day result of $30.8B in gross merchandise value, highlighted by the "continued healthy consumption and rising middle class in and around China" as well as the "pervasiveness" of its ecosystem. The analyst notes that the 27% GMV increase was particularly impressive amid concerns of the macro headwinds and also points to a 40% increase in consumers who made purchases from international brands as well as the 23% increase in the delivery orders from Alibaba's Cainiao logistics network.
11/12/18
LEHM
11/12/18
NO CHANGE
Target $195
LEHM
Overweight
Alibaba Singles' Day hits high-end of estimates, says Barclays
Barclays analyst Gregory Zhao says Alibaba's total gross merchandise volume of CNY 213.5B from the Singles' Day promotion, up 27% year-over-year, hit the high-end of his estimates. The performance came in ahead of buy-side expectations, which the analyst thinks were around low- to mid-20s. The "solid" result reaffirms the strong demand from Chinese consumers and also demonstrates Alibaba ecosystem's "strong power in the organization of such a large-scale social production," Zhao tells investors in a research note. He reiterates an Overweight rating on the shares with a $195 price target.
11/13/18
MKMP
11/13/18
NO CHANGE
Target $245
MKMP
Buy
Alibaba price target lowered to $245 from $270 at MKM Partners
MKM Partners analyst Rob Sanderson lowered his price target on Alibaba to $245, saying the bulk of his revision comes from the "lower profit from the core commerce segment as management postpones monetization efforts and braces for a possible economic slow-down". The analyst also points to the perceived "desperation" of the Chinese central bank in setting a 30% target for private enterprise loans as part of the banking system's total lending. Longer term, Sanderson keeps his Buy rating on Alibaba based on his confidence that the slowing economy will create separation for market leaders and that the company's recent execution appears to be better than in the last slowdown.
CSCO Cisco
$44.84

-0.29 (-0.64%)

10/15/18
WBLR
10/15/18
NO CHANGE
WBLR
Outperform
Arista higher after William Blair uncovers 'game-changing' Pentagon win
William Blair analyst Jason Ader says he recently learned from a federal value-added reseller contact that Arista Networks (ANET) has won a multiyear award with the Department of Defense for the unclassified piece of the Pentagon network, which encompasses 80,000 ports across multiple facilities. Shares of Arista Networks are up 3%, or $7.13, to $229.50 in premarket trading. The analyst's contact estimates the size of the contract at roughly $100M over multiple years, shared among Arista, Aruba, and the VAR. The contract win was a competitive displacement of Cisco Systems (CSCO), and includes Arista for core switching and routing, and Aruba for edge switching, Ader tells investors in a research note. He points out that the award is currently under protest by Cisco. While the deal by itself "should be a needle-mover" for Arista, it also represents a "game-changing development for the company in the U.S. federal vertical, where it has had very limited penetration historically," Ader contends. He believes the win "could open many new doors in the future" for Arista, both in Department of Defense and other government agencies. Ader reiterates an Outperform rating on Arista.
10/17/18
BARD
10/17/18
INITIATION
BARD
Outperform
Proofpoint assumed with an Outperform at Baird
Baird analyst Jonathan Ruykhaver assumed coverage on Proofpoint (PFPT) with an Outperform rating and $130 price target. The analyst calls the stock's valuation "compelling," noting that Proofpoint's email security solution is among the best-rated technologies from industry experts, and saying he has a very high regard for the executive team. Additionally, Ruykhaver views the threat of increased competition from established providers like Cisco (CSCO) and Symantec (SYMC) to be "muted."
10/18/18
DBAB
10/18/18
NO CHANGE
DBAB
Buy
Deutsche Bank presents path to $75 per share for Cisco Systems
Deutsche Bank analyst Vijay Bhagavath is out with a research note highlighting a "Bull Case View" on Cisco Systems, which presents a "line of sight" to $75 per share. This represents "60% outperformance potential, based on a fairly modest" assumptions, Bhagavath tells investors. The assumptions include a 16 times enterprise value to free cash flow multiple on his $4.55 fiscal 2021 free cash flow per share scenario. The analyst's bull case for fiscal 2021 calls for a 7% sales growth scenario at 65% gross margin, 35% operating margin, and low-teens free cash flow growth. Bhagavath keeps a Buy rating on shares of Cisco.
11/02/18
OPCO
11/02/18
NO CHANGE
Target $50
OPCO
Outperform
Cisco likely to report in-line quarter based on channel checks, says Oppenheimer
Oppenheimer analyst Ittai Kidron maintain an Outperform rating and $50 price target on Cisco Systems ahead of the company's quarterly results, telling investors that based on channel checks in the U.S. and Europe, he expects an in-line report. Kidron says he is "slightly more cautious" on the January quarter, but still expects the company to meet consensus estimates.
MSFT Microsoft
$105.43

-1.04 (-0.98%)

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).
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.
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.
NXPI NXP Semiconductors
$81.77

-0.01 (-0.01%)

11/02/18
RHCO
11/02/18
NO CHANGE
Target $99
RHCO
Buy
NXP Semiconductors price target lowered to $99 from $112 at SunTrust
SunTrust analyst William Stein lowered his price target on NXP Semiconductors to $99 after its Q3 results beat expectations, saying that while the company's revenue growth remains at risk, its cost savings and capital allocation should preserve its earnings. The analyst also raises his FY19 EPS view to $9.06 from $8.58 and keeps his Buy rating on NXP Semiconductors, with the list of positives including rising buybacks, strong margins, capital returns, and cheap valuation.
11/01/18
NEED
11/01/18
NO CHANGE
Target $110
NEED
Strong Buy
Needham 'pounding the table' on NXP Semiconductors after earnings
Needham analyst Rajvindra Gill said NXP Semiconductors posted a "solid quarter and beat" given the uncertain macroeconomic climate and he is "pounding the table hard" to reiterate his Strong Buy rating on the stock given the growth drivers he sees in automotive, IoT and 5G infrastructure. While NXP saw a modest slowdown in auto and a slight sequential decline in order rates in China, Gill noted that NXP did not experience a material weakness in what he would call "leading indicators," such as order cancellations or excess inventory in the supply chain. The analyst raised his price target on NXP shares to $110 from $100 following the company's Q3 report.
10/26/18
NEED
10/26/18
NO CHANGE
Target $100
NEED
Strong Buy
NXP Semiconductors price target lowered to $100 from $120 at Needham
Needham analyst Rajvindra Gill lowered his price target on NXP Semiconductors to $100 to reflect the "broad-based weakness" in the semiconductor sector, particularly in China. The analyst also keeps his Strong Buy rating on the shares, stating that the stock has likely discounted the macro weakness as its valuation has contracted to less than 12-times his forward earnings estimate. Gill maintains that NXP Semiconductors is "aligned to secular drivers in ADAS, IoT and machine vision", remaining one of the largest microcontroller suppliers in the world.
10/23/18
10/23/18
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. Viacom (VIA, VIAB) upgraded to In-Line from Underperform at Imperial Capital with analyst David Miller saying there is a "palpable rotation at work in the financial markets away from growth and into value within the Media sector." 2. Synopsys (SNPS) and Cadence Design (CDNS) were upgraded to Neutral from Underweight at JPMorgan. 3. Polaris Industries (PII) upgraded to Buy from Neutral at B. Riley FBR with analyst Eric Wold saying he views yesterday's Q3 results as "solid" and believes the recent stock pullback discounts the risk of tariffs. 4. AMD (AMD) upgraded to Equal Weight from Underweight at Barclays while NXP Semiconductors (NXPI) was upgraded to Overweight from Equal Weight. 5. Chipotle (CMG) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying the company is in an "enviable position" given its nearly all-U.S. exposure and lack of interest rate risk. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
BX Blackstone
$32.95

-0.4 (-1.20%)

09/25/18
ARGS
09/25/18
NO CHANGE
Target $46
ARGS
Buy
Blackstone price target raised to $46 from $39 at Argus
Argus analyst Stephen Biggar raised his price target on Blackstone to $46 and kept his Buy rating after its Investor Day presentation on Friday, citing the company's outlined plans to grow its assets under management to $1T from $439B currently. The analyst states that Blackstone is seeing "sees considerable growth in real estate, private equity, infrastructure, tactical opportunities and credit assets", adding that while the $1T target is "aggressive", it is also achievable, requiring "continuing cooperative economic environment and fundraising efforts". Biggar also anticipates Blackstone's "fee-related earnings component to grow significantly over the next two years" as its flagship funds reach key milestones, helping reduce earnings volatility and yielding "more consistent" dividend payouts.
09/24/18
JMPS
09/24/18
NO CHANGE
Target $43
JMPS
Outperform
Blackstone price target raised to $43 after investor day at JMP Securities
JMP Securities analyst Devin Ryan raised his price target on Blackstone shares to $43 from $39 following the company's investor day, from which he said the primary takeaway was the company's detailed roadmap for growth to $1T+ of AUM over the next eight years from $439B of total assets today. Ryan, who said Blackstone communicated a "clear line of sight" into $2 of fee-related earnings over the longer-term, keeps an Outperform rating on Blackstone shares.
09/24/18
MSCO
09/24/18
NO CHANGE
Target $48
MSCO
Overweight
Blackstone price target raised to $48 from $42 at Morgan Stanley
Morgan Stanley analyst Michael Cyprys said he came away from Blackstone's investor day more positive on the company's superior AUM and fee growth and ability to innovate. Blackstone also said a C-Corp conversion is under active consideration, which is a more positive stance than in it has expressed in the past, Cyprys tells investors. Based on expectations for strong growth in AUM, management fees and performance fee, along with the rising prospects for C-Corp conversion, Cyprys raised his price target on Blackstone shares to $48 from $42 and keeps an Overweight rating on the stock.
09/24/18
SBSH
09/24/18
NO CHANGE
Target $47.5
SBSH
Buy
Blackstone price target raised to $47.50 from $43 at Citi
Citi analyst William Katz raised his price target for Blackstone to $47.50 following last week's investor day. The analyst left constructive on the Alternatives sector and impressed by the "multitude of earnings drivers" at Blackstone. He's encouraged by the company's "growing competitive moat and longer-term opportunities" and keeps a Buy rating on the shares.
BOOT Boot Barn
$22.61

-2.225 (-8.96%)

10/09/18
WBLR
10/09/18
INITIATION
WBLR
Outperform
William Blair sees 30% earnings growth for Boot Barn, starts at Outperform
William Blair analyst Dylan Carden started Boot Barn Holdings with an Outperform rating. With limited threat of competition as it continues to roll up the industry and expand into new markets, Boot Barn benefits from being "broad and deep" in the "fragmented" Western and workwear industry, Carden tells investors in a research note. The analyst models annualized earnings growth of 30% to 2022 and sees upside to the stock's valuation multiples.
10/23/18
COWN
10/23/18
NO CHANGE
Target $31
COWN
Outperform
Boot Barn weakness a buying opportunity, says Cowen
Cowen analyst Oliver Chen said the recent weakness in Boot Barn is a buying opportunity as he raised his estimates to the high end of guidance. He has confidence in the company's ability to generate comp growth above 10% given its initiative execution, relatively easy compares in Texas and digital, and a strong consumer backdrop. Chen reiterated his Outperform rating and $31 price target on Boot Barn shares.
10/17/18
PIPR
10/17/18
NO CHANGE
Target $32
PIPR
Overweight
Boot Barn recent pullback a buying opportunity, says Piper Jaffray
Piper Jaffray analyst Peter Keith says positive feedback from his firm's Farm & Ranch Retailer Survey, as well as recent channel work, suggests Boot Barn's industry business momentum picked up in fiscal Q2 and should carry into 2019. The analyst raised his price target for the shares to $32 from $30 and reiterates an Overweight rating on the name. He recommends using the 10% pullback since the September highs as a "healthy buying opportunity." Keith expects Boot Barn to report "solid" fiscal Q2 results and sees a "positive set-up" for the coming quarters.
10/11/18
JEFF
10/11/18
NO CHANGE
Target $32
JEFF
Buy
Boot Barn's private brand being underestimated by market, says Jefferies
Jefferies analyst Janine Stichter believes the market underestimates the potential of Boot Barn's private brand expansion, which she believes should allow margins to push past peak while attracting a broader audience. Work around the Miranda Lambert "Idyllwind" launch shows a highly positive response while macro indicators continue to track positively, boding well for Boot Barn's fundamentals, Stichter tells investors in a research note. She reiterates a Buy rating on the shares with a $32 price target.
JPM JPMorgan
$107.15

-2.44 (-2.23%)

10/16/18
JANY
10/16/18
NO CHANGE
JANY
Buy
Janney Montgomery Scott says On Deck's new unit hints at new bank partnerships
After On Deck Capital (ONDK) announced earlier that it has created a new wholly owned subsidiary, ODX, that will provide technology and other services to banks looking to lend online to small businesses, Janney Montgomery Scott analyst John Rowan said he sees this as the logical step before the company announces one or more new bank partnerships. While he thinks the company's lone existing bank partnership, with JPMorgan (JPM), is not a profit center, Rowan believes that the economics could improve as each new bank partner comes on-board and he thinks ODX could eventually become a profit center for On Deck. He maintains a Buy rating on the stock.
10/03/18
BERN
10/03/18
NO CHANGE
BERN
Amazon to be accelerant of disruption coming for healthcare, says Bernstein
Bernstein analyst Lance Wilkes believes disruption is coming for healthcare and that Amazon (AMZN) will be an accelerant of this disruption. Further, the analyst sees a parallel with the fast changes in health insurance which took place in the 90's, when health insurance changed from 90% indemnity to 80% managed care within ten years. Wilkes thinks Amazon is developing a series of business strategies for entering healthcare market segments, namely directly entering online pharmacy, creating a disruptor in the employer healthcare space through its venture with Berkshire (BRK.A) and JPMorgan (JPM), and entering digital consumer healthcare spaces including using Alexa for consumer engagement and behavior modification.
09/25/18
WOLF
09/25/18
INITIATION
Target $140
WOLF
Outperform
JPMorgan initiated with an Outperform at Wolfe Research
Wolfe Research analyst Steven Chubak initiated JPMorgan with an Outperform and $140 price target.
10/15/18
BMOC
10/15/18
NO CHANGE
Target $124
BMOC
Market Perform
JPMorgan price target raised to $124 from $118 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on JPMorgan to $124 after its Q3 earnings beat driven by lower than expected loan loss provision. The analyst 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. Fotherinham also keeps his Market Perform rating on JPMorgan, saying its two-year forward earnings multiple is "only slightly" below its long-term historical average.
SPOT Spotify
$132.90

1.21 (0.92%)

11/02/18
ADAM
11/02/18
NO CHANGE
Target $200
ADAM
Buy
Spotify price target lowered to $200 from $220 at Canaccord
Canaccord analyst Maria Ripps lowered her price target on Spotify to $200 from $220 following Q3 results. The analyst noted Q4 subscriber guidance was lowered slightly, but it is now in line with her expectations. She said subscriber growth continues on a strong path and believes that self-serve advertising growth should create margin upside over time. Ripps maintained her Buy rating on Spotify shares.
11/02/18
NOMU
11/02/18
NO CHANGE
Target $190
NOMU
Buy
Spotify price target lowered to $190 from $210 at Nomura Instinet
Nomura Instinet analyst Mark Kelley lowered his price target for Spotify to $190 saying the company's results yesterday were ahead of the Street for both the advertising and subscription businesses. If the analyst had to point to one thing that is weighing on shares, it's the margin commentary for next year. However, he believes management is properly keeping expectations in check given the second half of 2018 margin benefit from lighter hiring. He keeps a Buy rating on the shares.
11/01/18
LOOP
11/01/18
NO CHANGE
Target $135
LOOP
Sell
Spotify price target lowred to $135 from $150 at Loop Capital
Loop Capital analyst Alan Gould lowered his price target on Spotify to $135 and kept his Sell rating after its in-line Q3 results and a reduction in the high-end of Q4 guidance. The analyst adds that while the stock has retreated in line with other igher multiple internet and streaming companies, he sees more downside pressure on belief that "library product is more critical in music than video and in a competitive music streaming market the music oligopoly will capture most of the incremental profits".
11/01/18
11/01/18
DOWNGRADE
Target $155

In Line
Spotify downgraded to In Line after Q4 guidance at Evercore ISI
As previously reported, Evercore ISI analyst Anthony Declemente downgraded Spotify to In Line from Outperform, stating that the company's Q4 subscriber outlook "modestly disappointed many of us who were hoping for a clean beat and raise." Potentially adding to concerns about subscriber growth is the company's cautious comments around next year's operating margins, added the analyst, who lowered his 2019 subscriber and operating income estimates following Spotify's report and cut his price target on the shares to $155 from $210.
RCL Royal Caribbean
$106.31

0.06 (0.06%)

10/11/18
JPMS
10/11/18
NO CHANGE
JPMS
JPMorgan recommends staying long shares of Royal Caribbean
JPMorgan shifted lead coverage of Carnival (CCL), Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH) to analyst Brandt Montour. Operating fundamentals in the cruise space remain intact outside of parts of the Caribbean, and while the stocks have rebounded materially from Q2 lows, sentiment does not seem bullish, Montour tells investors in a research note. He recommends staying long top pick Royal Caribbean, as all of his checks indicate the company has the most momentum on 2019 pricing and is "valued attractively on a price to growth ratio." Montour also keeps an Overweight rating on Norwegian Cruise and a Neutral rating on Carnival, where he wants to see a rebound in the Caribbean before getting more constructive on the shares.
09/26/18
BOFA
09/26/18
INITIATION
Target $78
BOFA
Buy
Carnival reinstated with a Buy at BofA/Merrill
BofA/Merrill analyst Andrew Didora reinstated coverage of Carnival (CCL) with a Buy rating and $78 price target. The analyst notes that his BAC aggregated credit and debit card data show strong underlying cruise spending growth, early commentary on 2019 bookings is positive, and crude prices have moderated of late. Additionally, Didora highlights that Carnival shares are at the lowest valuation premium to Royal Caribbean (RCL) in over 3 years.
09/26/18
BOFA
09/26/18
NO CHANGE
BOFA
Buy
BofA/Merrill continues to see most upside in Norwegian Cruise Line
BofA/Merrill analyst Andrew Didora says that with his BAC aggregated credit and debit card data showing robust growth in cruise spending and recent positive commentary from Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH) on 2019 bookings, he is more constructive on 2019 net yield growth and is increasing his net yield estimates for both by about 100bps on average. The analyst continues to see the most upside in Norwegian Cruise Line shares and reiterates a Buy rating on the stock given the company's fleet flexibility, operating leverage, and valuation discount to Carnival (CCL) and Royal Caribbean.
10/29/18
WELS
10/29/18
NO CHANGE
Target $145
WELS
Outperform
Royal Caribbean price target lowered to $145 form $150 at Wells Fargo
Wells Fargo analyst Timothy Conder lowered his price target for Royal Caribbean to $145 form $150 on revised 2019 estimates. The analyst reiterates an Outperform rating on the shares and says remains buyers on strong secular demand trends, better collective operating and financial management, and negligible direct trade risk.
DAL Delta Air Lines
$56.58

-0.23 (-0.40%)

10/17/18
10/17/18
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. Infosys (INFY) upgraded to Market Perform from Underperform at William Blair WITH analyst Maggie Nolan citing Q2 results. 2. American Airlines (AAL), Delta Air Lines (DAL), and United Continental (UAL) upgraded to Buy from Hold at Deutsche Bank. 3. Akorn (AKRX) upgraded to Overweight from Neutral at Piper Jaffray with analyst David Amsellem saying based on trends associated with a number of its notable products, as well as his recent conversation with management, he believes a picture of sustainable EBITDA is emerging at Akorn that is better than what he had previously envisioned. 4. Workday (WDAY) upgraded to Outperform from Market Perform at Bernstein with analyst Mark Moerdler saying he 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. 5. Domino's Pizza (DPZ) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying the pullback in the stock price is overdone and expects accelerated cost savings and solid comps to yield higher earnings, raising his FY20 EPS view to $12.01 from $11.72. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/12/18
GSCO
11/12/18
INITIATION
Target $64
GSCO
Neutral
Delta Air Lines initiated with a Neutral at Goldman Sachs
Goldman Sachs analyst Catherine O'Brien started Delta Air Lines with a Neutral rating and $64 price target. The analyst sees lower margin improvement at the company relative to other airlines. She also launched coverage on the U.S. Airlines sector with an Attractive coverage view. Stronger revenue trends in 2019 coupled with a focus on cost control should drive higher industry operating margins for the first time since 2015 despite fuel headwinds, O'Brien tells investors in a research note.
10/17/18
DBAB
10/17/18
UPGRADE
Target $60
DBAB
Buy
Delta Air Lines upgraded to Buy from Hold at Deutsche Bank
Deutsche Bank analyst Michael Linenberg upgraded Delta Air Lines to Buy and raised his price target for the shares to $60 from $53. The analyst cites the company's better than expected fuel expense for the upgrade.
10/15/18
WBLR
10/15/18
NO CHANGE
WBLR
Market Perform
Delta CEO comments positive data point for Gogo, says William Blair
William Blair analyst Louie DiPalma points out that Delta Air Lines (DAL) CEO Ed Bastian said a few weeks ago at the Skift Global Forum that Gogo (GOGO) has "really stepped up to the plate." The full interview was posted on YouTube just last week. An endorsement from the CEO of the largest airline in the world by revenue is a positive data point for Gogo, DiPalma tells investors in a research note. The analyst finds the commentary especially noteworthy given Gogo's recent service issues and as it evaluates strategic alternatives. Shares of Gogo are up 5%, or 27c, to $5.77 in afternoon trading. DiPalma has a Market Perform rating on the name. Reference Link
ADBE Adobe
$235.27

-3.58 (-1.50%)

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.
10/18/18
WEDB
10/18/18
INITIATION
WEDB
Neutral
Adobe initiated with a Neutral at Wedbush
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.
10/16/18
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.
GOOG Alphabet
$1,044.10

7.77 (0.75%)

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.
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.

TODAY'S FREE FLY STORIES

NEM

Newmont Goldcorp

$38.58

0.06 (0.16%)

, GOLD

Barrick Gold

$18.53

-0.11 (-0.59%)

09:52
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08/22
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09:52
Periodicals
China easing restrictions on gold imports, Reuters reports »

China has partially…

NEM

Newmont Goldcorp

$38.58

0.06 (0.16%)

GOLD

Barrick Gold

$18.53

-0.11 (-0.59%)

FCX

Freeport McMoRan

$9.27

0.13 (1.42%)

AEM

Agnico Eagle

$59.45

-0.09 (-0.15%)

KL

Kirkland Lake Gold

$45.97

0.34 (0.75%)

AU

AngloGold

$21.72

0.03 (0.14%)

KGC

Kinross Gold

$4.71

0.01 (0.21%)

GFI

Gold Fields

$5.84

0.03 (0.52%)

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CBLK

Carbon Black

$23.58

0.83 (3.65%)

09:50
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Early call buying in Carbon Black »

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NNA

Navios Acquisition

$6.15

-0.25 (-3.91%)

09:47
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LB

L Brands

$18.66

-1.39 (-6.93%)

09:47
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VEDL

Vedanta

$7.15

-0.585 (-7.56%)

09:47
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Vedanta falls -7.9% »

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FLY

Fly Leasing

$20.00

1.75 (9.59%)

09:47
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Fly Leasing rises 9.2% »

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Barclays

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PSTG

Pure Storage

$15.35

1.48 (10.67%)

09:47
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Pure Storage rises 11.0% »

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GME

GameStop

$3.97

0.42 (11.83%)

09:47
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GRPN

Groupon

$2.48

-0.04 (-1.59%)

09:45
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Groupon says CFO Randolfi to resign »

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  • 05

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General news
Leading Indicators to be reported at 10:00 »

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WYND

Wyndham Destinations

$42.90

(0.00%)

09:42
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08/22
09:42
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09:42
Conference/Events
Wyndham Destinations management to meet with Morgan Stanley »

Luncheon Meeting with CEO…

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03/06/13
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  • 28

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WYND

Wyndham Destinations

$42.90

(0.00%)

09:41
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09:41
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09:41
Conference/Events
Wyndham Destinations management to meet with Suntrust »

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03/06/13
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  • 28

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BJ

BJ's Wholesale

$22.54

(0.00%)

, PSTG

Pure Storage

$13.87

(0.00%)

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Unusually active option classes on open August 22nd »

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BJ

BJ's Wholesale

$22.54

(0.00%)

PSTG

Pure Storage

$13.87

(0.00%)

GRPN

Groupon

$2.52

(0.00%)

DKS

Dick's Sporting

$32.97

(0.00%)

SPLK

Splunk

$128.51

(0.00%)

JWN

Nordstrom

$26.51

(0.00%)

TEAM

Atlassian

$143.95

(0.00%)

GME

GameStop

$3.55

(0.00%)

CRM

Salesforce

$147.40

(0.00%)

JNJ

Johnson & Johnson

$131.55

(0.00%)

03/08/13
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03/06/13
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UNVR

Univar

$19.03

0.075 (0.40%)

09:38
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Conference/Events
Univar management to meet with SunTrust »

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TGT

Target

$103.11

17.54 (20.50%)

09:37
08/22/19
08/22
09:37
08/22/19
09:37
Recommendations
Target analyst commentary  »

Target price target…

03/08/13
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  • 15

    Sep

  • 19

    Sep

  • 25

    Sep

VWAGY

Volkswagen

$0.00

(0.00%)

, TSLA

Tesla

$220.89

-4.81 (-2.13%)

09:32
08/22/19
08/22
09:32
08/22/19
09:32
Periodicals
Volkswagen tells Bloomberg that Tesla stake speculation 'unfounded' »

A Volkswagen (VWAGY)…

VWAGY

Volkswagen

$0.00

(0.00%)

TSLA

Tesla

$220.89

-4.81 (-2.13%)

03/08/13
Wedge Partners
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03/06/13
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  • 09

    Sep

  • 23

    Sep

IRBT

iRobot

$66.37

-1.04 (-1.54%)

09:32
08/22/19
08/22
09:32
08/22/19
09:32
Recommendations
iRobot analyst commentary at JPMorgan »

New Shark RVC could…

03/08/13
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  • 05

    Sep

  • 23

    Oct

KMI

Kinder Morgan

$20.39

0.24 (1.19%)

, PBA

Pembina Pipeline

$36.77

-0.03 (-0.08%)

09:30
08/22/19
08/22
09:30
08/22/19
09:30
Upgrade
Kinder Morgan, Pembina Pipeline rating change  »

Kinder Morgan upgraded to…

KMI

Kinder Morgan

$20.39

0.24 (1.19%)

PBA

Pembina Pipeline

$36.77

-0.03 (-0.08%)

03/08/13
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  • 01

    Nov

DSGX

Descartes Systems

$35.57

0.945 (2.73%)

09:30
08/22/19
08/22
09:30
08/22/19
09:30
Initiation
Descartes Systems initiated at Wolfe Research »

Descartes Systems…

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  • 04

    Sep

09:30
08/22/19
08/22
09:30
08/22/19
09:30
General news
PMI Composite FLASH Manufacturing â€' Level to be reported at 09:45 »

August PMI Composite…

09:30
08/22/19
08/22
09:30
08/22/19
09:30
General news
PMI Composite FLASH â€' Level to be reported at 09:45 »

August PMI Composite…

VWAGY

Volkswagen

$0.00

(0.00%)

, TSLA

Tesla

$220.89

-4.81 (-2.13%)

09:29
08/22/19
08/22
09:29
08/22/19
09:29
Periodicals
Volkswagen seeks to take stake in Tesla, Reuters reports »

Herbert Diess, the CEO of…

VWAGY

Volkswagen

$0.00

(0.00%)

TSLA

Tesla

$220.89

-4.81 (-2.13%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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  • 09

    Sep

  • 23

    Sep

SMPL

Simply Good Foods

$27.35

0.55 (2.05%)

09:28
08/22/19
08/22
09:28
08/22/19
09:28
Recommendations
Simply Good Foods analyst commentary at DA Davidson »

Simply Good Foods price…

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UPLD

Upland Software

$42.75

0.38 (0.90%)

09:27
08/22/19
08/22
09:27
08/22/19
09:27
Earnings
Upland Software raises FY19 revenue view to $212.3M-$216.3M from $209.9M-$213.9M »

Consensus $212.42M.…

03/08/13
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