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TRCO

Tribune Media

$39.16

0.38 (0.98%)

, ADM

Archer Daniels

$46.60

-1.43 (-2.98%)

17:34
11/14/18
11/14
17:34
11/14/18
17:34

Soros adds to Microsoft stake, reduces Spotify stake in Q3

George Soros' Soros Fund Management disclosed in an SEC filing its holdings as of September 30, 2018. Soros' 50 new buys during the third quarter included, by size of position, Tribune Media (TRCO), Archer Daniels Midland (ADM), Disney (DIS), Kraft Heinz (KHC), and Mondelez (MDLZ). Soros exited 60 positions during the quarter, including by size of previous position, NXP Semiconductors (NXPI), Rockwell Collins (COL), ServiceNow (NOW), Electronic Arts (EA), and Sigma Designs (SIGM). Soros increased its stake in 20 holdings, including by size of previous position, Microsoft (MSFT), Intelsat (I), Express Scripts (ESRX), SVB Financial (SIVB), and Coupa Software (COUP). Soros reduced its stake in 68 holdings, including by size of previous position, Spotify (SPOT), Netflix (NFLX), JPMorgan Chase (JPM), Wells Fargo (WFC), and Bank of America (BAC). Soros' top holdings as of September 30, 2018, in order of size, were Liberty Broadband (LBRDK), Vici Properties (VICI), Intelsat, Aetna (AET), and Tribune Media.

TRCO

Tribune Media

$39.16

0.38 (0.98%)

ADM

Archer Daniels

$46.60

-1.43 (-2.98%)

DIS

Disney

$117.13

0.3 (0.26%)

KHC

Kraft Heinz

$52.63

-0.75 (-1.41%)

MDLZ

Mondelez

$43.76

-0.33 (-0.75%)

NXPI

NXP Semiconductors

$82.12

0.34 (0.42%)

COL

Acquired by UTX

$132.10

0.68 (0.52%)

NOW

ServiceNow

$167.34

-1.25 (-0.74%)

EA

Electronic Arts

$85.67

-1.73 (-1.98%)

SIGM

Sigma Designs

$0.00

(0.00%)

MSFT

Microsoft

$105.00

-1.47 (-1.38%)

I

Intelsat

$25.27

-0.3 (-1.17%)

ESRX

Express Scripts

$96.51

-0.38 (-0.39%)

SIVB

SVB Financial

$234.01

-8.67 (-3.57%)

COUP

Coupa Software

$62.01

0.79 (1.29%)

SPOT

Spotify

$134.01

2.32 (1.76%)

NFLX

Netflix

$286.60

-8.05 (-2.73%)

JPM

JPMorgan

$107.36

-2.23 (-2.03%)

WFC

Wells Fargo

$52.15

-0.59 (-1.12%)

BAC

Bank of America

$27.23

-0.53 (-1.91%)

LBRDK

Liberty Broadband

$82.44

-0.1 (-0.12%)

VICI

VICI Properties

$21.43

-0.04 (-0.19%)

AET

AET

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TRCO Tribune Media
$39.16

0.38 (0.98%)

07/31/18
EVER
07/31/18
INITIATION
Target $40
EVER
Outperform
Tribune Media initiated with an Outperform at Evercore ISI
Evercore ISI analyst David Joyce initiated Tribune Media with an Outperform and $40 price target.
07/27/18
WELS
07/27/18
NO CHANGE
WELS
DOJ broadcast investigation unlikely to be material, says Wells Fargo
Wells Fargo analyst Marci Ryvicker says her conversions with industry contacts indicate the Department of Justice investigation into various television groups for alleged ad-rate collusion is unlikely to be material. The investigation likely stemmed from the DOJ's review of the Sinclair Broadcast (SBGI), Tribune Media merger, Ryvicker tells investors in a research note. She believes high levels of conversations about business likely drove the investigation and that it will be tough to prove that this lead to price fixing.
09/06/18
RILY
09/06/18
DOWNGRADE
Target $33
RILY
Neutral
B. Riley FBR sees Sinclair in 'penalty box with sellers,' downgrades to Neutral
B. Riley FBR analyst Barton Crockett downgraded Sinclair Broadcast (SBGI) to Neutral from Buy and lowered his price target for the shares to $33 from $36. The $1B share buyback following the collapse of the Tribune Media (TRCO) deal is offset by Sinclair "being in a penalty box with sellers," Crockett tells investors in a research note. He believes the company is unlikely to participate in an "attractive wave of mergers sweeping the TV station group." Further, the analyst also sees some risk that Tribune prevails in its $1B lawsuit against Sinclair over the failed merger.
07/27/18
SPHN
07/27/18
NO CHANGE
SPHN
Reported DOJ investigation likely to pressure broadcaster stocks, says Stephens
After The Wall Street Journal reported yesterday that the Department of Justice is investigating whether TV station owners violated antitrust law in ways that inflated local ad prices, Stephens analyst Kyle Evans said that the negative news is likely to further pressure a group that he sees being "hard to own in any quarter." Evans added that, in his view, any miss within the group seems to drag them all down. Publicly traded broadcasters include Sinclair (SBGI), Tribune Media (TRCO), Gray Television (GTN), Nexstar (NXST) and Tegna (TGNA).
ADM Archer Daniels
$46.60

-1.43 (-2.98%)

11/08/18
11/08/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Archer Daniels (ADM) upgraded to Buy from Hold at Argus with analyst Deborah Ciervo citing the company's recent strong performance and improvement in its Oilseeds, Origination, and Nutrition divisions. 2. Ultragenyx (RARE) upgraded to Neutral from Sell at Citi with analyst Yigal Nochomovitz saying his long-standing concerns on Ultragenyx's valuation "have substantially played out with recent pipeline disclosures having rapidly reset the valuation." 3. Medifast (MED) upgraded to Buy from Neutral at Sidoti. 4. Knight-Swift (KNX) upgraded to Buy from Neutral at Goldman Sachs with analyst Matthew Reustle saying he is bullish on Knight citing incremental evidence that the merger with Swift Transportation will deliver margin improvement through the end of the decade, reduced investor expectations following recent estimate revisions, and a view that Knight is more defensive through a down-cycle with a de-risked valuation. 5. Axon (AAXN) Enterprise upgraded to Overweight from Neutral at JPMorgan with analyst Mark Strouse saying the stock pulled back 16% yesterday following the company's Q3 results and guidance that implies a dip in revenue growth during Q4. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/08/18
ARGS
11/08/18
UPGRADE
Target $53
ARGS
Buy
Archer Daniels upgraded to Buy from Hold at Argus
Argus analyst Deborah Ciervo upgraded Archer Daniels to Buy with a price target of $53, citing the company's recent strong performance and improvement in its Oilseeds, Origination, and Nutrition divisions. The analyst also raised his FY18 EPS view by 10c to $3.59 and FY19 view by 8c to $3.66 thanks to the impact of its cost savings efforts. Ciervo has a positive view of the company's long-term strategy, which includes "global expansion through acquisitions and joint ventures, the sale of underperforming businesses, and cost-cutting initiatives".
08/16/18
SPHN
08/16/18
NO CHANGE
Target $57
SPHN
Overweight
Archer Daniels price target raised to $57 after Brazilian deal at Stephens
Stephens analyst Farha Aslam noted that terms of Archer Daniels' deal to purchase Brazilian assets from Algar Agro were not disclosed, but she estimates the transaction to be valued at $200M-$300M. Aslam, who sees the deal strengthening Archer Daniels' positioning in the key agriculture market of Brazil, raised her price target on the stock to $57 from $52 and keeps an Overweight rating on Archer Daniels shares.
11/08/18
ARGS
11/08/18
UPGRADE
ARGS
Buy
Archer Daniels upgraded to Buy from Hold at Argus
DIS Disney
$117.13

0.3 (0.26%)

11/06/18
CLVD
11/06/18
NO CHANGE
CLVD
Workday likely closed Disney deal at end of Q3, says Cleveland Research
Cleveland Research said research suggests Workday (WDAY) likely closed the Disney (DIS) deal at the end of Q3. The firm's analyst believes large deal likely finished ahead of Q3 expectations, with prior work indicating Comcast (CMSA) and H&R Block (HRB) also were won in the quarter.
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.
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.
10/19/18
10/19/18
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. Disney (DIS) upgraded to Overweight from Equal Weight at Barclays with analyst Kannan Venkateshwar saying the stock is likely to become a "core holding" again. 2. Dentsply Sirona (XRAY) double upgraded to Buy from Sell at Goldman Sachs with analyst Nathan Rich saying he now believes consensus estimates are achievable and that Dentsply's valuation is attractive relative to Medtech peers. 3. PayPal (PYPL) upgraded to Buy from Neutral at BTIG with analyst Mark Palmer saying the company's Venmo monetization progress was the deciding factor in his rating change. 4. Roku (ROKU) upgraded to Outperform from Sector Perform at RBC Capital with analyst Mark Mahaney saying the company's valuation has become more attractive following a 25% pullback in its stock price but believes Roku offers the "best opportunity for upwards estimates revisions." 5. O'Reilly Automotive (ORLY) upgraded to Overweight from Neutral at JPMorgan with analyst Christopher Horvers saying he sees "strong" fundamentals with "structurally positive industry factors." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
KHC Kraft Heinz
$52.63

-0.75 (-1.41%)

11/02/18
JEFF
11/02/18
NO CHANGE
Target $75
JEFF
Buy
Kraft Heinz selloff today a buying opportunity, says Jefferies
Jefferies analyst Akshay Jagdale recommends buying shares of Kraft Heinz on today's post-earnings weakness. The analyst says the quarter delivered on one core pillar of his thesis, which is improvement in organic growth. Kraft Heinz's 2.6% organic growth was the best in at least four years, Jagdale tells investors in a post-earnings research note. However, profitability was much weaker than expected leading to a significant profit miss, says the analyst. He believes the market is viewing this earnings miss as structural while he views it as transitory, "especially in light of the strong sales growth performance and momentum." Jagdale has a Buy rating on Kraft Heinz with a $75 price target. The stock in early trading is down 8%, or $4.40, to $51.80.
11/07/18
MSCO
11/07/18
NO CHANGE
Target $49
MSCO
Underweight
Kraft Heinz Canadian cheese divestiture a 'small positive,' says Morgan Stanley
Morgan Stanley analyst Dara Mohsenian called Kraft Heinz's agreement to sell its Canadian natural cheese business to Parmalat for $1.23B a "small positive," stating that the deal removes a less attractive business with a lower margin at a reasonable sales multiple. This second announced small scale divestiture in the last two weeks perhaps highlights the need for Kraft Heinz to prioritize debt pay down, said Mohsenian, who continues to believe the company's balance sheet position is an underappreciated risk. He keeps an Underweight rating on Kraft Heinz shares with a $49 price target.
11/05/18
BMOC
11/05/18
NO CHANGE
Target $61
BMOC
Market Perform
Kraft Heinz price target lowered to $61 from $67 at BMO Capital
BMO Capital analyst Kenneth Zaslow lowered his price target on Kraft Heinz to $61 after its Q3 earnings miss, saying the company's "significant operating profit shortfall more than offset better-than-expected top-line growth and a favorable tax rate". The analyst also notes that the management was confident that the company's organic sales growth would persist into Q4 and that its EBITDA growth and margins will recover. Longer term, Zaslow keeps his Market Perform rating on Kraft Heinz based on its "lower EBITDA base and concern that the ongoing transitory issues signify structural and persistent challenge."
11/14/18
JPMS
11/14/18
DOWNGRADE
Target $66
JPMS
Neutral
JPMorgan downgrades Kellogg to Neutral, removes from Analyst Focus List
JPMorgan analyst Ken Goldman downgraded Kellogg (K) to Neutral from Overweight and lowered his price target for the shares to $66 from $73. The analyst also removed the stock from his firm's Analyst Focus List. He says that while nothing at the company's investor day "necessarily disappointed" him, he also did not gain "much comfort that the bottom-line turnaround would be swift." Maintaining an Overweight rating in the face of flat EBIT growth in both 2018 and 2019 "requires a bit more patience than we have at the moment," Goldman writes in a note to investors. With that said, the analyst did raise the likelihood that Kellogg gets taken out at a 25% premium to 15% from 5% in his scenario analysis. This is not because of anything specific to Kellogg, but rather because Kraft Heinz (KHC) seems close to buying something in consumer staples, says the analyst. Goldman sees a number of companies are potential targets, including General Mills (GIS), Kellogg, an overseas food producer, or a consumer staples company outside food.
MDLZ Mondelez
$43.76

-0.33 (-0.75%)

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.
09/17/18
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.
09/24/18
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
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.
NXPI NXP Semiconductors
$82.12

0.34 (0.42%)

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.
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.
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.
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.
COL Acquired by UTX
$132.10

0.68 (0.52%)

06/15/18
WELS
06/15/18
NO CHANGE
Target $150
WELS
Outperform
United Technologies sum-of-the-parts worth $150/share or more, says Wells Fargo
Wells Fargo analyst Sam Pearlstein continues to thinks United Technologies' (UTX) sum-of-the-parts is worth $150 or more per share. With the close of the Rockwell Collins (COL) acquisition around mid-year, the analyst updated his proforma estimates to reflect the combined entity. Either the stock will begin to reflect the fundamentals or the expected strategic review likely leads to realizing that value, Pearlstein tells investors in a research note. He keeps an Outperform rating on United Technologies.
01/16/18
01/16/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Under Armour (UA, UAA) downgraded to Underperform from Neutral at Macquarie with analyst Laurent Vasilescu citing weaker North America revenues, flat Connected Fitness revenues, international revenues of up 21% year-over-year, gross margin pressure, and higher SG&A assumptions. 2. Verizon (VZ) downgraded to Neutral from Buy at MoffettNathanson. 3. Lockheed Martin (LMT) and Rockwell Collins (COL) were downgraded to Market Perform from Outperform at Wells Fargo. 4. Spirit Airlines (SAVE) downgraded to Hold from Buy at Stifel with analyst Joseph DeNardi saying he believes Spirit will benefit this year from an improving demand and revenue environment, but that its higher revenue risk relative to potential competitive responses to its expected capacity growth is not fully reflected in the stock at current levels. 5. Finisar (FNSR) downgraded to Sell from Neutral at Goldman Sachs with analyst Doug Clark saying risks of oversupply and competition are heating up in the optical component landscape. 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
RBCM
10/24/18
NO CHANGE
Target $148
RBCM
Outperform
United Technologies price target lowered to $148 from $161 at RBC Capital
RBC Capital analyst Deane Dray lowered his price target on United Technologies (UTX) to $148 to reflect his updated model of an anticipated 3-way break-up "dis-synergies" after the completion of its Rockwell Collins (COL) deal, with the Board having indicated its intentions to review the portfolio in 2-6 weeks. The analyst keeps his Outperform rating however after the company's "solid" Q3 beat which offset the "ongoing challenges at Otis" and demonstrated that tariff-related risk is "manageable".
01/16/18
WELS
01/16/18
DOWNGRADE
Target $143
WELS
Market Perform
Rockwell Collins downgraded to Market Perform from Outperform at Wells Fargo
Wells Fargo analyst Sam Pearlstein downgraded Rockwell Collins to Market Perform saying the stock is largely driven by the pending acquisition by United Technologies (UTX). The analyst has a $143 price target for the shares.
NOW ServiceNow
$167.34

-1.25 (-0.74%)

10/23/18
NEED
10/23/18
INITIATION
NEED
Buy
Red Hat, Pivotal Software, ServiceNow initiated with a Buy at Needham
As reported earlier, Needham analyst Jack Andrews initiated Red Hat (RHT), Pivotal Software (PVTL), and ServiceNow (NOW) with Buy ratings as part of his broader research note on select cloud-driven infrastructure software companies. The analyst notes that he expects new proprietary applications to generate rapid growth of cloud-based workloads, making the "platform as a service", or PaaS, market "one of the fastest growing segments in the technology stack". Andrews also points out that in addition to allowing "enterprises to run machine learning and deep learning algorithms in order to glean insights on how to improve customer experiences", a unique characteristic of infrastructure software companies is their pricing model driven by "per compute" or "consumption basis". The analyst contends that this makes them an attractive investment as "an infrastructure software vendor can maintain a long tail of growth within an enterprise by continuing to add licenses". Andrews assigns Red Hat a price target of $183, Pivotal Software a target of $25, and ServiceNow a price target of $224.
10/22/18
NEED
10/22/18
INITIATION
Target $224
NEED
Buy
ServiceNow initiated with a Buy at Needham
Needham analyst Jack Andrews initiated ServiceNow with a Buy and $224 price target.
10/29/18
JPMS
10/29/18
NO CHANGE
JPMS
JPMorgan lists potential Software takeover targets after Red Hat deal
The volume of acquisitions in Software appears to be picking up with over 70 transactions announced year-to-date including last night's Red Hat (RHT) takeover by IBM (IBM), JPMorgan analyst Sterling Auty tells investors in a research note. The analyst puts the deals announced this year into three buckets: strategic, where the acquirer looks to gain a strong foothold in a new segment, vertical acquiring companies, and valuation, with acquirers going after assets with discounted valuations. Auty sees number of companies fitting those same characteristics across his coverage universe. In the strategic category, the analyst sees Okta (OKTA), Palo Alto Networks (PANW), ServiceNow (NOW), RingCentral (RNG), Aspen Technology (AZPN) and DocuSign (DOCU) as potential acquisition targets. In the vertical industry exposure category, Auty lists Guidewire (GWRE), Veeva (VEEV), Medidata (MDSO), Ellie Mae (ELLI) and Q2 Holdings (QTWO) as potential targets. And in the attractive valuation bucket, the analyst sees FireEye (FEYE), Carbon Black (CBLK), Secureworks (SCWX), Akamai (AKAM) and LogMeln (LOGM) as potential candidates to get acquired.
10/25/18
JEFF
10/25/18
NO CHANGE
Target $234
JEFF
Buy
ServiceNow Q3 'strong,' guidance looks conservative, says Jefferies
Jefferies analyst Samad Samana says ServiceNow beat Q3 expectations "across the board due to strong federal deal activity and healthy bookings." The company's Q3 subscription revenue and billings guidance was slightly below consensus, but would have been roughly in-line if not for deal timing, Samana tells investors in a research note. He views the quarter as "strong" and the guidance as "likely conservative." The analyst trimmed his price target for ServiceNow to $234 from $240 but continues to view the stock as a top pick with a Buy rating.
EA Electronic Arts
$85.67

-1.73 (-1.98%)

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
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.
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".
SIGM Sigma Designs
$0.00

(0.00%)

12/11/17
ROTH
12/11/17
NO CHANGE
Target $105
ROTH
Buy
Silicon Laboratories price target raised to $105 from $100 at Roth Capital
Roth Capital analyst Suji Desilva raised his price target for Silicon Laboratories (SLAB) to $105 from $100 as he is encouraged by the company's planned diversifying acquisition of Sigma Designs (SIGM). The analyst reiterates a Buy rating on Silicon Laboratories' shares.
12/08/17
12/08/17
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. D.R. Horton (DHI) downgraded to Market Perform from Outperform at Keefe Bruyette. 2. Ball Corp. (BLL) and Silgan Holdings (SLGN) were downgraded to Underweight from Sector Weight at KeyBanc. 3. Ciena (CIEN) downgraded to Neutral from Overweight at Piper Jaffray with analyst Troy Jensen saying he sees 2018 being a more challenging year for the company. 4. Sigma Designs (SIGM) was downgraded to Hold from Buy at Lake Street, Benchmark, and Craig-Hallum. 5. HollyFrontier (HFC) downgraded to Underperform from Neutral at BofA/Merrill with analyst Doug Leggate citing full valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/09/18
MAXM
02/09/18
UPGRADE
Target $36
MAXM
Buy
Control4 upgraded to Buy at Maxim on addressable market expansion
As reported earlier, Maxim analyst Nehal Chokshi upgraded Control4 (CTRL) to Buy from Hold and raised his price target to $36 from $33, citing expanding total addressable market and continued execution. Chokshi notes that the launch of New CA-1 controller product increases the addressable market by about 50% and gives him confidence than the company can sustain low-teen growth for a number of years. He also points to data suggesting that Silicon Labs (SLAB) buying Sigma Designs (SIGM) will not prove to be a long-term negative for Control4.
12/08/17
LSCM
12/08/17
DOWNGRADE
Target $7.05
LSCM
Hold
Sigma Designs downgraded to Hold from Buy at Lake Street
Lake Street analyst Jaeson Schmidt downgraded Sigma Designs (SIGM) to Hold citing the takeover by Silicon Laboratories (SLAB). The analyst does not see regulatory hurdles and sees little risk to the deal getting done. He raised his price target for Sigma shares to $7.05 from $7.
MSFT Microsoft
$105.00

-1.47 (-1.38%)

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.
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.
11/12/18
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.
11/07/18
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).
I Intelsat
$25.27

-0.3 (-1.17%)

11/12/18
11/12/18
UPGRADE
Target $28

Equal Weight
Morgan Stanley upgrades Intelsat to Equal Weight on clearer path for C-band
As previously reported, Morgan Stanley analyst Simon Flannery upgraded Intelsat to Equal Weight from Underweight, stating that the C-band process has moved "remarkably quickly" through the regulatory process and he assumes gross proceeds of $20B from monetizing the spectrum. However, Intelsat's core satellite business continues to face secular and competitive headwinds, Flannery added in his note to investors. He raised his price target on Intelsat shares to $28 from $8.
06/20/18
06/20/18
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. Citi (C) upgraded to Buy from Hold at Deutsche Bank. 2. BT Group (BT) upgraded to Buy from Hold at Jefferies with analyst Jeremy Dellis saying reducing the dividend to increase investment in fiber-to-the-premises networks to satisfy demands by British telecommunications regulator Ofcom could make BT a "geat deal more investable." 3. Duke Energy (DUK) upgraded to Buy from Neutral at BofA/Merrill with analyst Julien Dumoulin-Smith citing recent share underperformance and resolved regulatory overhangs. 4. Glatfelter (GLT) upgraded to Buy from Neutral at DA Davidson with analyst Steven Chercover saying he is "incrementally positive" on the stock based on his view of the announced acquisition of GP's European airlaid nonwoven business, which adds 35K tonnes per year in capacity to the company's existing 129K tpy. 5. Intelsat (I) upgraded to Outperform from Sector Perform at RBC Capital with analyst Wilton Fry citing his expected FCC release of the Notice of Proposed Rulemaking this week that will lead to adoption of the company's C-band proposal, "conservatively" estimating that this could add over $19 in earnings per share. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/20/18
RBCM
06/20/18
UPGRADE
Target $30
RBCM
Outperform
Intelsat upgraded to Outperform at RBC Capital on expected FCC NPRM draft
As reported earlier, RBC Capital analyst Wilton Fry upgraded Intelsat to Outperform from Sector Perform and raised his price target to $30 from $5. Fry cites his expected FCC release of the Notice of Proposed Rulemaking this week that will lead to adoption of the company's C-band proposal, "conservatively" estimating that this could add over $19 in earnings per share. The analyst adds that the company's recent equity and convertible debt issuance "enabled Intelsat to break the captive nature of some of its debt instruments, leaving a pathway to refinance until 2023".
11/12/18
MSCO
11/12/18
UPGRADE
MSCO
Equal Weight
Intelsat upgraded to Equal Weight from Underweight at Morgan Stanley
ESRX Express Scripts
$96.51

-0.38 (-0.39%)

10/03/18
LEER
10/03/18
NO CHANGE
LEER
Upcoming midterm elections to act as key catalyst driving healthcare, says Leerink
Leerink analyst Ana Gupte expects the upcoming midterm elections to act as a key catalyst driving healthcare. This midterm has the potential for even more impact given the 2020 Presidential election could even lead to a Democratic supermajority, she contends. Gupte sees the most upside opportunity in Managed Medicaid stocks, such as Centene (CNC) and Molina Healthcare (MOH), and for Facilities names like HCA Healthcare (HCA) with a Blue Wave increasing Red state Medicaid expansions. Medicare Advantage with Humana (HUM) as the flagship name is her contrarian election pick. The analyst recommends buying Diversified MCOs with captive PBMs like UnitedHealth (UNH)/Optum [OP], Anthem (ANTM)/Ingenio Rx, and Cigna (CI)/Express Scripts (ESRX) under all scenarios.
11/01/18
RBCM
11/01/18
NO CHANGE
Target $101
RBCM
Outperform
Express Scripts price target raised to $101 from $94 at RBC Capital
RBC Capital analyst George Hill raised his price target on Express Scripts (ESRX) to $101 and kept his Outperform rating after the company posted a "solid" Q3. The analyst notes that investors continue to focus on the company's merger with Cigna (CI) after the combination received a DoJ approval, adding that the price target revision was also set to reflect the current Cigna stock price.
11/01/18
LEER
11/01/18
NO CHANGE
Target $100
LEER
Market Perform
Express Scripts price target raised to $100 from $95 at Leerink
Leerink analyst David Larsen raised his price target for Express Scripts (ESRX) to $100 from $95 after the company reported "good" Q3 results. Following shareholder and DOJ approval on 9/17 for the pending merger with Cigna (CI), the analyst remains confident the deal will close, especially given this quarter's results. The companies continue to believe the deal will be completed by December 31, 2018, he notes. Larsen reiterates a Market Perform rating on Express Scripts' shares.
10/17/18
WELS
10/17/18
NO CHANGE
WELS
Market Perform
Express Scripts decision 'clear negative' for Teva, says Wells Fargo
Express Scripts (ESRX) has announced it is not going to cover Teva's (TEVA) new migraine drug Ajovy, Wells Fargo analyst David Maris tells investors in a research note. The analyst views the decision as a "clear negative" for Teva saying its new migraine drug is its highest profile growth driver. Express Scripts' decision comes as the company is already facing a challenging generic drug market and a cost cutting program, Maris tells investors in a note titled "Continued Caution." He believes today's coverage decision also makes Teva's negotiations with other payors more likely to be challenging as it shows Novartis (NVS) and Lilly (LLY) are "playing and discounting to win." Maris points out that Express Scripts is estimated to cover approximately 100M lives in the U.S. The analyst sees potential downside to Teva's consensus estimates if Express Scripts' coverage decision on Ajovy is repeated with other major payors. He keeps a Market Perform rating on Teva. The stock in morning trading is down 6%, or $1.25, to $21.05.
SIVB SVB Financial
$234.01

-8.67 (-3.57%)

10/29/18
RHCO
10/29/18
NO CHANGE
Target $270
RHCO
Buy
SVB Financial price target lowered to $270 from $350 at SunTrust
SunTrust analyst Jennifer Demba lowered her price target on SVB Financial to $270 to reflect the lower industry valuations as well as the bank's higher expense growth. The analyst also keeps her Buy rating on SVB Financial, noting its position of a "preferred lender for the innovation industries" in spite of the growing competition. Demba contends that even though the stock trades at a premium multiple of 12.7-times forward earnings vs. 10.1-times peer group average, she still sees shares as "attractive".
10/26/18
DADA
10/26/18
UPGRADE
DADA
Buy
SVB Financial upgraded to Buy from Neutral at DA Davidson
10/26/18
DADA
10/26/18
UPGRADE
Target $345
DADA
Buy
SVB Financial upgraded to Buy at DA Davidson on growth trends
DA Davidson analyst Gary Tenner upgraded SVB Fianacial to Buy from Neutral and kept his $345 price target. The analyst states that the company's "growth, profitability, and specialty niche" profile make it worthy of a premium multiple thanks to its "dominant position in the tech/innovation sector, growing fee businesses, and untapped international expansion opportunities".
11/14/18
JEFF
11/14/18
NO CHANGE
Target $288
JEFF
Buy
SVB acquisition of Leerink brings 'mission drift' concerns, says Jefferies
Jefferies analyst Casey Haire is surprised by SVB Financial's announced intention to acquire Leerink Partners given the bank's status as a "strong organic grower levered to the innovation markets." Though potential accretion from the deal and $500M share buyback boost earnings estimates modestly, investors are likely to focus on apparent "mission drift" and the imbalance between tangible book value dilution of 4% and earnings accretion of 1%, which could lead to some near-term share underperformance, Haire tells investors in a research note. The analyst lowered his price target for SVB Financial to $288 from $303 while keeping a Buy rating on the shares.
COUP Coupa Software
$62.01

0.79 (1.29%)

09/05/18
OPCO
09/05/18
NO CHANGE
Target $90
OPCO
Outperform
Coupa Software price target raised to $90 from $77 at Oppenheimer
Oppenheimer analyst Koji Ikeda raised his price target for Coupa Software to $90 from $77 as Q2 results are a data point that the its story is strong, and the business is entering 2H19 with healthy momentum that should lead to more beats-and-raises in upcoming quarterly reported results. The analyst reiterates an Outperform rating on the shares.
10/08/18
RHCO
10/08/18
NO CHANGE
Target $86
RHCO
Buy
SunTrust increasingly positive on Coupa Software growth drivers
SunTrust analyst Terry Tillman kept his Buy rating and $86 price target on Coupa Software after meting with its management last week, saying the discussions added to his confidence about the company's "emerging growth drivers". The analyst notes that the company's Community Intelligence analytics platform initiatives are "contributing directly to revenue" with two new products, while its other emerging upside drivers for growth include addressable market expansion with "contingent workforce management and innovation with Coupa Payments". Tillman further states he has increased confidence in "significant upside potential" for Coupa Software's FY19 and FY20 consensus estimates of revenue, billings, and cash flows.
09/05/18
RBCM
09/05/18
NO CHANGE
Target $83
RBCM
Outperform
Coupa Software price target raised to $83 from $76 at RBC Capital
RBC Capital analyst Ross MacMillan raised his price target on Coupa Software to $83 and kept his Outperform rating after its Q2 results. The analyst cites "re-acceleration" of billings, "consistent" cash flows, and its latest "smart" strategic acquisition of DCR Workforce, concluding that the company's investment narrative remains "intact".
09/11/18
NORL
09/11/18
DOWNGRADE
NORL
Market Perform
Coupa Software downgraded to Market Perform from Outperform at Northland
Northland analyst Robert Breza downgraded Coupa Software citing premium valuation and said execution risk remains the largest uncertainty along with secular risk.
SPOT Spotify
$134.01

2.32 (1.76%)

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.
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.
11/02/18
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.
NFLX Netflix
$286.60

-8.05 (-2.73%)

11/14/18
PIPR
11/14/18
NO CHANGE
PIPR
Piper lays out favorite Consumer stocks to own into holiday season
Piper Jaffray analysts led by Erinn Murphy believe the "solid" consumer spending in the first half of the year can continue into the second half with "favorable weather, clean inventories and an extra day between Thanksgiving & Christmas this year serving as catalysts." Ahead of Black Friday, the firm is laying out its favorite Consumer stocks to own into the Holiday. They include G-III Apparel (GIII), Under Armour (UAA), Estee Lauder (EL), PVH Corp. (PVH), Take-Two Interactive (TTWO), Netflix (NFLX), GoDaddy (GDDY) and Ruth's Hospitality (RUTH). Piper analysts are cautious on shares of Stitch Fix (SFIX) and Michaels (MIK).
11/06/18
LEHM
11/06/18
DOWNGRADE
Target $18
LEHM
Underweight
Barclays downgrades New York Times to Underweight on valuation
Barclays analyst Kannan Venkateshwar downgraded New York Times (NYT) to Underweight from Equal Weight and lowered his price target for the shares to $18 from $20. The stock is up 50% this year, right between Amazon's (AMZN) 40% rally and Netflix's (NFLX) 64%, Venkateshwar tells investors in a research note. New York Times investors appear to have transitioned to a valuation framework based on digital net adds rather than earnings, says the analyst. However, he believes this valuation transition "is too premature and could force suboptimal choices on management." Venkateshwar says the valuation is "ahead of the story."
11/12/18
PIPR
11/12/18
NO CHANGE
Target $430
PIPR
Overweight
Netflix well positioned for price raises with better content, says Piper Jaffray
Piper Jaffray analyst Michael Olson says the primary determinant in the ability of Netflix to raise price is subscriber perception of content quality. The analyst notes that Piper's survey of more than 1,100 domestic Netflix subscribers shows that the majority feel the quality of Netflix content has improved in the past year. Netflix content quality continues to improve and as more content dollars shift from traditional pay TV towards various online services, those with improving content quality will be able to command a larger percentage of consumer content wallet share, Olson tells investors in a research note. He believes that as Netflix continues to leverage data and invest in the content library, it will be well positioned to further raise price. The analyst maintains an Overweight rating on the shares with a $430 price target.
11/05/18
11/05/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with 1. this list compiled by The Fly: 1. Under Armour (UA, UAA) upgraded to Overweight from Neutral at Piper Jaffray with analyst Erinn Murphy saying while the shares have moved considerably off the bottom over the last 12 months and reflect in part the company's opportunity to expand operating margin from 3.2% to low-double-digits over time, its sales opportunity remains underappreciated at current stock levels. 2. Starbucks (SBUX) upgraded to Buy from Neutral at Mizuho with analyst Jeremy Scott saying the company's earnings growth is set to accelerate. 3. Netflix (NFLX) upgraded to Buy from Underperform at Buckingham with analyst Matthew Harrigan saying he has always viewed Netflix as the continued top streaming category winner but previously was skeptical about its elevated stock price. 4. Signature Bank (SBNY) upgraded to Buy from Neutral at UBS with analyst Brock Vandervliet saying the company's net interest margin "inflection" in Q3 signals spread income growth is forthcoming. 5. iRobot (IRBT) upgraded to Buy from Hold at Canaccord with analyst Jed Dorsheimer saying he believes the company's greatest asset may lie in its network it has launched to map a user's house. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
JPM JPMorgan
$107.36

-2.23 (-2.03%)

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.
10/03/18
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.
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.
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.
WFC Wells Fargo
$52.15

-0.59 (-1.12%)

10/15/18
MACQ
10/15/18
UPGRADE
MACQ
Outperform
Wells Fargo upgraded to Outperform from Neutral at Macquarie
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.
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.
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.
BAC Bank of America
$27.23

-0.53 (-1.91%)

09/25/18
WOLF
09/25/18
INITIATION
Target $40
WOLF
Outperform
Bank of America initiated with an Outperform at Wolfe Research
Wolfe Research analyst Steven Chubak initiated Bank of America with an Outperform and $40 price target.
09/19/18
OPCO
09/19/18
NO CHANGE
OPCO
Outperform
U.S. banks 'in very good shape,' says Oppenheimer, favorites include BofA, Citi
Oppenheimer analyst Chris Kotowski tells investors in a research note that the U.S. banking group is on solid footing with balance sheets less risky than at any time over the last 33 years the firm covered the group and says his favorite bank stocks are Outperform-rated Bank of America (BAC), Citi (C), CIT (CIT) and Goldman Sachs (GS). However, Kotowski notes that banks are trading at an average relative P/E of just ~66% relative to the S&P 500 and returning to a historical avg valuation of 73%-80% range would imply over a thousand basis points of outperformance by the group. In his view, the U.S. banks are, on the whole, in "very good" shape.
07/17/18
BARD
07/17/18
NO CHANGE
Target $30
BARD
Neutral
Baird would be buyers of Bank of America on weakness
Baird analyst David George said he would remain a buyer of Bank of America shares on any weakness, stating that its operating leverage was impressive in Q2 and should continue along with solid execution. George maintained his Neutral rating and $30 price target on Bank of America shares.
07/09/18
GSCO
07/09/18
NO CHANGE
GSCO
Bank of America, Morgan Stanley top ideas into Q2 earnings season, says Goldman Sachs
Goldman Sachs analyst Richard Ramsden expects Bank of America (BAC) and Morgan Stanley (MS) to beat consensus estimates in Q2. The analyst argues that both appear best positioned, while he sees risk for U.S. Bancorp (USB) and JPMorgan (JPM). Ramsden highlights Bank of America given the material valuation dislocation that looks to support the stock over time. Additionally, the analyst expects an expense and NII beat for Morgan Stanley.
LBRDK Liberty Broadband
$82.44

-0.1 (-0.12%)

VICI VICI Properties
$21.43

-0.04 (-0.19%)

10/15/18
BOFA
10/15/18
UPGRADE
Target $23
BOFA
Buy
VICI Properties upgraded to Buy from Neutral at BofA/Merrill
BofA/Merrill analyst Shaun Kelley upgraded VICI Properties (VICI) to Buy from Neutral and raised its price target to $23 from 22. Kelley believes VICI has the strongest growth profile in Gaming REITS given rising potential of real estate drop downs from Caesars Entertainment (CZR), potential sector M&A including press Jack Ohio, and $130M in rent from three call option properties.
09/26/18
NOMU
09/26/18
INITIATION
NOMU
Buy
VICI Properties initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Daniel Adam initiated VICI Properties with a Buy rating and a $29 price target. Adam called VICI Properties the top pick in the gaming REITs sector, and noted "The majority of earnings growth and upside surprises for VICI will likely stem from unlocking hidden value that is built in to its lease agreements with its largest tenant."
10/24/18
BARD
10/24/18
INITIATION
Target $26
BARD
Outperform
VICI Properties initiated with an Outperform at Baird
Baird analyst RJ Milligan initiated VICI Properties with an Outperform rating, citing its attractive valuation and balance sheet, the potential for multiple expansion, and its external growth pipeline which should drive outsized earnings growth. Milligan has a $26 price target on VICI Properties shares.
08/14/18
08/14/18
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. CREDIT SUISSE INITIATES CASINO STOCKS: Credit Suisse analyst Cameron McKnight initiated Gaming and Leisure Properties (GLPI), VICI Properties (VICI), and PlayAGS (AGS) with an Outperform, Las Vegas Sands (LVS), Wynn Resorts (WYNN), MGM Growth (MGP), and International Game (IGT) with a Neutral, as well as Scientific Games (SGMS) with an Underperform. MORGAN STANLEY RAISES SALESFORCE PRICE TARGET TO $178 FROM $153: Morgan Stanley analyst Keith Weiss raised his price target for Salesforce (CRM) shares to $178 from $153 and maintained an Overweight rating. Weiss noted that unlocking data trapped in legacy systems via MuleSoft brings the company to the forefront of driving digital transformation for its customers and added that consensus expectations likely underestimate its growth potential as well as its improved track record in M&A. JEFFRIES SAYS "SIGNIFICANT SHAREHOLDER VALUE TO BE UNLOCKED" AT NIELSEN: Even following yesterday's 12% rally, there is "significant shareholder value to be unlocked" at Nielsen Holdings (NLSN), Jefferies analyst Surinder Thind told investors in a research note. Nielsen was also upgraded to Outperform from Neutral at Macquarie and to Equal Weight from Underweight at Barclays. Morgan Stanley analyst Toni Kaplan reiterated an Overweight rating and $26 price target on the stock. NOMURA RAISES PRICE TARGET AFTER SQUARE CASH APP SURPASSED PAYPAL'S VENMO IN JULY: Nomura Instinet analyst Dan Dolev raised his price target for Square (SQ) to $86 from $82 after his firm's July payments app tracker showed cumulative Square Cash App downloads surpassed PayPal's (PYPL) Venmo for the first time. SWITCH DOWNGRADED AT MULTIPLE FIRMS: Switch (SWCH) was downgraded to Market Perform from Outperform at Raymond James, to Neutral from Overweight at JPMorgan, and to Neutral from Buy at BTIG. Switch shares are down about 25% in morning trading.
AET AET

11/13/18
ARGS
11/13/18
NO CHANGE
Target $100
ARGS
Buy
CVS Health price target raised to $100 from $88 at Argus
Argus analyst Chris Graja raised his price target on CVS Health (CVS) to $100 and kept his Buy rating after its Q3 earnings beat, saying he remains "bullish on the management's ability to find innovative and profitable ways to reduce healthcare costs and deliver better care". The analyst also notes that he sees "significant upside for the shares if the company can close acquisition of Aetna (AET) and deliver on its financial targets". To that end, Graja cites the management's confidence expressed on the earnings call that the transaction can be closed prior to Thanksgiving and yield more than the initially estimated $750M in 2-year synergy benefits.
10/31/18
PIPR
10/31/18
DOWNGRADE
Target $206
PIPR
Neutral
Piper downgrades Aetna to Neutral on confidence of CVS deal closing
Piper Jaffray analyst Sarah James last night downgraded Aetna (AET) to Neutral from Overweight and lowered her price target for the shares to $206 from $212. The analyst is favorable on the fundamentals of Aetna's business and is confident the CVS Health (CVS) takeover will close given the recent Department of Justice approval. She believes Aetna shares will be range bound near the $206 per share takeout price.
11/07/18
MSCO
11/07/18
NO CHANGE
Target $100
MSCO
Overweight
CVS Health price target raised to $100 from $80 at Morgan Stanley
Morgan Stanley analyst Ricky Goldwasser said he believes the combination of CVS (CVS) and Aetna (AET) has the potential to transform the delivery of care as he introduced pro forma estimates for the combined company. He noted the wide range of consensus estimates, with EPS ranges from $6.63-$8.21 for 2019 and $7.45-$9.05 for 2020, while telling investors that his own pro-forma EPS forecasts are for $7.57 in 2019 and $8.30 in 2020. In setting up a valuation framework for the combined company, Goldwasser raised his price target on CVS shares to $100 from $80 and keeps an Overweight rating on the stock.
11/08/18
LEER
11/08/18
NO CHANGE
Target $95
LEER
Outperform
CVS Health price target raised to $95 from $85 at Leerink
Leerink analyst David Larsen raised his price target for CVS Health (CVS) to $95 from $85 following quarterly results. The analyst is encouraged that the deal with Aetna (AET) appears to be ready to close in the near-term, which he believes will be a positive catalyst for the stock. Larsen also likes how the PBM selling season seems to be progressing well, better than he had expected, and also likes how CVS seems to be re-focusing on the Retail "Streamline" efforts, which will hopefully result in net savings in 2019. The analyst reiterates an Outperform rating on CVS shares.

TODAY'S FREE FLY STORIES

TACO

Del Taco

$10.90

-0.13 (-1.18%)

11:49
08/20/19
08/20
11:49
08/20/19
11:49
Periodicals
Del Taco said to hire bankers to consider sale, blog report claims »

Del Taco Restaurants has…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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  • 05

    Sep

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    Nov

FB

Facebook

$184.89

-1.33 (-0.71%)

11:44
08/20/19
08/20
11:44
08/20/19
11:44
Periodicals
Executive says Facebook new privacy feature may dent revenue, Bloomberg reports »

Facebook finished a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 15

    Sep

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    Oct

M

Macy's

$15.70

-0.43 (-2.67%)

11:40
08/20/19
08/20
11:40
08/20/19
11:40
Options
Short-term put buyer as Macy's hits new lows »

Short-term put buyer as…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 21

    Nov

MA

MasterCard

$279.09

1.05 (0.38%)

, GS

Goldman Sachs

$201.86

-0.35 (-0.17%)

11:34
08/20/19
08/20
11:34
08/20/19
11:34
Hot Stocks
Apple launches Apple Card for U.S. customers »

Apple Card, a credit card…

MA

MasterCard

$279.09

1.05 (0.38%)

GS

Goldman Sachs

$201.86

-0.35 (-0.17%)

UBER

Uber

$35.81

1.23 (3.56%)

AAPL

Apple

$212.98

2.66 (1.26%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 15

    Oct

  • 27

    Oct

BYND

Beyond Meat

$155.67

11.23 (7.77%)

, HAIN

Hain Celestial

$19.80

-2.08 (-9.51%)

11:31
08/20/19
08/20
11:31
08/20/19
11:31
On The Fly
Beyond Meat upgrade, HP downgrade among today's top analyst actions »

Check out today's top…

BYND

Beyond Meat

$155.67

11.23 (7.77%)

HAIN

Hain Celestial

$19.80

-2.08 (-9.51%)

HPQ

HP Inc.

$19.06

-0.16 (-0.83%)

ABBV

AbbVie

$67.39

0.84 (1.26%)

PPC

Pilgrim's Pride

$30.60

1.45 (4.97%)

SQ

Square

$64.52

0.41 (0.64%)

PYPL

PayPal

$108.44

0.8 (0.74%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 22

    Aug

  • 28

    Aug

  • 28

    Aug

  • 29

    Aug

  • 09

    Sep

  • 10

    Sep

  • 15

    Sep

  • 16

    Sep

  • 25

    Sep

  • 27

    Oct

  • 06

    Nov

  • 13

    Nov

HGV

Hilton Grand Vacations

$31.11

2.905 (10.30%)

, APO

Apollo Global

$34.24

0.55 (1.63%)

11:29
08/20/19
08/20
11:29
08/20/19
11:29
Recommendations
Hilton Grand Vacations, Apollo Global, Blackstone analyst commentary at Goldman Sachs »

Potential consolidation…

HGV

Hilton Grand Vacations

$31.11

2.905 (10.30%)

APO

Apollo Global

$34.24

0.55 (1.63%)

BX

Blackstone

$48.70

0.85 (1.78%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 26

    Sep

AAPL

Apple

$213.03

2.71 (1.29%)

11:29
08/20/19
08/20
11:29
08/20/19
11:29
Periodicals
Apple's health team sees departures as tension brews over direction, CNBC says »

Apple's health team…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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FLEX

Flex

$10.05

0.02 (0.20%)

11:25
08/20/19
08/20
11:25
08/20/19
11:25
Conference/Events
Flex to host special shareholder meeting »

Special Shareholder…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 20

    Aug

  • 20

    Aug

SIG

Signet Jewelers

$11.88

-0.45 (-3.65%)

11:20
08/20/19
08/20
11:20
08/20/19
11:20
Options
Put seller smacks bid for 2K Jan 10 puts in Signet Jewelers »

Put seller smacks bid for…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 05

    Sep

11:20
08/20/19
08/20
11:20
08/20/19
11:20
General news
Treasury announced $95 B in 4- and 8-week bills for Thursday »

Treasury announced $95 B…

TJX

TJX

$50.31

-1.24 (-2.41%)

11:19
08/20/19
08/20
11:19
08/20/19
11:19
Earnings
Breaking Earnings news story on TJX 

TJX sees Q4 EPS 74c-77c

03/08/13
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03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 20

    Aug

TJX

TJX

$50.32

-1.23 (-2.39%)

11:19
08/20/19
08/20
11:19
08/20/19
11:19
Earnings
TJX sees FY20 revenue $40.9B-$41.2B, consensus $41.33B »

Sees FY20 Marmaxx comp…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 20

    Aug

TJX

TJX

$50.30

-1.25 (-2.42%)

11:18
08/20/19
08/20
11:18
08/20/19
11:18
Earnings
Breaking Earnings news story on TJX »

TJX sees Q3 revenue…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 20

    Aug

TRMD

TORM A/S

$7.10

(0.00%)

11:17
08/20/19
08/20
11:17
08/20/19
11:17
Hot Stocks
Breaking Hot Stocks news story on TORM A/S »

TORM PLC (Class A Stock)…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

11:17
08/20/19
08/20
11:17
08/20/19
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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TJX

TJX

$50.16

-1.39 (-2.70%)

11:17
08/20/19
08/20
11:17
08/20/19
11:17
Earnings
Breaking Earnings news story on TJX »

TJX sees Marshall's…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 20

    Aug

TJX

TJX

$50.16

-1.395 (-2.71%)

11:16
08/20/19
08/20
11:16
08/20/19
11:16
Hot Stocks
TJX sees buying back approximately $1.75B of TJX stock for FY20 »

Comments taken from Q2…

03/08/13
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03/08/13
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  • 20

    Aug

$NYE

NYSE Market Internals

$0.00

(0.00%)

11:16
08/20/19
08/20
11:16
08/20/19
11:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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VUZI

Vuzix

$1.88

-0.08 (-4.08%)

11:15
08/20/19
08/20
11:15
08/20/19
11:15
Hot Stocks
Vuzix receives follow-on Smart Glasses order from 1Minuut Innovation »

Vuzix Corporation…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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TJX

TJX

$50.15

-1.4 (-2.72%)

11:14
08/20/19
08/20
11:14
08/20/19
11:14
Hot Stocks
Breaking Hot Stocks news story on TJX »

TJX saw small impact due…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 20

    Aug

TJX

TJX

$50.15

-1.4 (-2.72%)

11:13
08/20/19
08/20
11:13
08/20/19
11:13
Hot Stocks
Breaking Hot Stocks news story on TJX »

TJX CEO says feels…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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  • 20

    Aug

TRMD

TORM A/S

$7.10

(0.00%)

11:12
08/20/19
08/20
11:12
08/20/19
11:12
Hot Stocks
Breaking Hot Stocks news story on TORM A/S »

TORM PLC (Class A Stock)…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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ZUO

Zuora

$13.60

-0.065 (-0.48%)

11:08
08/20/19
08/20
11:08
08/20/19
11:08
Earnings
Zuora appoints new Chief Product Officer, Chief Customer Officer »

Zuora (ZUO) announced…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 28

    Aug

  • 10

    Sep

FB

Facebook

$184.95

-1.27 (-0.68%)

11:08
08/20/19
08/20
11:08
08/20/19
11:08
Hot Stocks
Facebook announces new tool for users' data control »

Facebook announced its…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 15

    Sep

  • 24

    Sep

  • 27

    Oct

11:08
08/20/19
08/20
11:08
08/20/19
11:08
General news
4-Week Bill Announcement Offering Amount data reported »

4-Week Bill Announcement…

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