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DDD

3D Systems

$12.48

-0.04 (-0.32%)

, HOLX

Hologic

$44.40

-0.11 (-0.25%)

04:55
11/30/18
11/30
04:55
11/30/18
04:55

Radiology Society of North America to hold annual meeting

104th Scientific Assembly & Annual Meeting: RSNA 2018 will be held in Chicago on November 25-30.

DDD

3D Systems

$12.48

-0.04 (-0.32%)

HOLX

Hologic

$44.40

-0.11 (-0.25%)

NUAN

Nuance

$16.19

-0.42 (-2.53%)

BAYRY

Bayer

$0.00

(0.00%)

BDX

Becton Dickinson

$250.13

0.605 (0.24%)

BHE

Benchmark Electronics

$23.69

-0.105 (-0.44%)

CERN

Cerner

$57.32

-1.06 (-1.82%)

NDRA

Endra Life Sciences

$3.14

-0.26 (-7.65%)

INTC

Intel

$47.69

-1.17 (-2.39%)

NVIV

InVivo Therapeutics

$1.96

-0.06 (-2.97%)

NVDA

Nvidia

$157.44

-2.47 (-1.54%)

SIEGY

Siemens

$0.00

(0.00%)

SSYS

Stratasys

$21.64

-0.17 (-0.78%)

TDY

Teledyne

$221.64

0.69 (0.31%)

TMO

Thermo Fisher

$248.62

1.22 (0.49%)

TXN

Texas Instruments

$97.39

-0.89 (-0.91%)

WTKWY

Wolters Kluwer

$0.00

(0.00%)

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DDD 3D Systems
$12.48

-0.04 (-0.32%)

10/31/18
GABE
10/31/18
DOWNGRADE
GABE
Hold
3D Systems downgraded to Hold from Buy at Gabelli
Gabelli analyst Hendi Susanto downgraded 3D Systems to Hold based on valuation and more conservative top-line forecasts, operating profitability, and investment for long-term growth.
10/31/18
LOOP
10/31/18
NO CHANGE
Target $14
LOOP
Hold
3D Systems price target lowered to $14 from $17 at Loop Capital
Loop Capital analyst Ananda Baruah lowered his price target on 3D Systems to $14 and kept his Hold rating after its worse than expected Q3 revenue, though the analyst notes that the company's "structural improvement" looks "ahead of schedule and sustainable". Looking ahead, Baruah believes that 3D Systems is making "foundational strides" toward generating revenue growth and "catalyzing 3D Printing use in the production market".
10/31/18
PIPR
10/31/18
NO CHANGE
Target $17
PIPR
Neutral
3D Systems growth to accelerate in 2019 despite Q3 miss, says Piper Jaffray
3D systems reported disappointing Q3 results with sales below consensus expectations due to demand for the company's metal printers that couldn't be manufactured in the quarter, Piper Jaffray analyst Troy Jensen tells investors in a post-earnings research note titled "Another Stumble, Expecting Better Growth in 2019, Reiterate Neutral." Despite the Q3 shortfall, the analyst believes 3D Systems has a "robust pipeline" of new printers that should help drive reaccelerating product growth in 2019. He reiterate a Neutral rating on the shares with a $17 price target.
10/24/18
10/24/18
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. Lockheed Martin (LMT) upgraded to Conviction Buy from Neutral at Goldman Sachs with analyst Noah Poponak raising his price target for the shares to $394 from $391. 2. Paccar (PCAR) upgraded to Overweight from Neutral at Piper Jaffray with analyst Alexander Potter saying Paccar's brands boasted the highest level of brand loyalty in his firm's survey of 743 U.S.-based fleets. 3. Morgan Stanley (MS) upgraded to Outperform from Market Perform at Wells Fargo with analyst Mike Mayo saying this means he now recommends 5 out of 5 of the largest U.S. wholesale banks. 4. 3D Systems (DDD) upgraded to Neutral from Underweight at Piper Jaffray with analyst Troy Jensen saying while Piper's Q3 survey "showed another poor performance" from 3D Systems' resellers, the company's "significant direct sales win" with Align Technology (ALGN) will continue to allow 3D Systems to report "impressive" year-over-year product growth for the next few quarters. 5. Lululemon (LULU) upgraded to Buy from Hold at Canaccord with analyst Camilo Lyon saying he recommends taking advantage of the recent 15% pullback as he believes the risk/reward is now skewed to the upside. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
HOLX Hologic
$44.40

-0.11 (-0.25%)

11/08/18
PIPR
11/08/18
NO CHANGE
Target $45
PIPR
Overweight
Hologic price target lowered to $45 from $48 at Piper Jaffray
Piper Jaffray analyst William Quirk lowered his price target for Hologic to $45 while keeping an Overweight rating on the shares following the company's fiscal Q4 results. Outside of the Cynosure recalls, the other businesses had solid quarters and third party seller checks support the Cynosure recovery story, Quirk tells investors in a post-earnings research note. The analyst, however, took his estimates to the very low end of management's guidance and believes investors "can be patient on their entry point."
10/09/18
UBSW
10/09/18
INITIATION
Target $44
UBSW
Neutral
Hologic initiated with a Neutral at UBS
UBS analyst Daniel Brennan initiated Hologic with a Neutral rating and $44 price target.
10/09/18
UBSW
10/09/18
NO CHANGE
UBSW
UBS initiates coverage of Life Sciences and Diagnostics Tools sector
UBS analyst Daniel Brennan initiated coverage of the Life Sciences and Diagnostics Tools sector. He said demand is accelerating across his universe but valuations are extended. He expects strong fundamentals to continue into 2019 but he said selectivity is the key. In the group, his Buy ratings include Exact Sciences (EXAS), Iqvia (IQV), NanoString (NSTG), Syneos Health (SYNH) and Thermo Fisher (TMO).
10/16/18
PIPR
10/16/18
NO CHANGE
Target $48
PIPR
Overweight
Trends heading in right direction for Hologic's Cynosure, says Piper Jaffray
Piper Jaffray analyst William Quirk says he now has 11 months of weekly data on Cynosure and competitive lasers for sale at second-hand websites. Overall, aggregated used lasers on third party web resellers was down to 149 lasers in September from 162 in the June quarter and 179 in March and December quarters, Quirk tells investors in a research note. Second-hand lasers available for sale at three sites were up fractionally, but were more than offset at lower eBay levels, which suggests Hologic's ongoing efforts to improve the sales process are tracking consistently with management's comments and likely better than overall Street perception, the analyst concludes. Further, based on his assessment of management's guidance over the past couple years, he believes Hologic will likely guide conservatively in the low to mid-single digits, or essentially in line with the Street's 3.7% constant currency forecast. Quirk believes Cynosure trends are heading in the right direction keeps an Overweight rating on Hologic with a $48 price target.
NUAN Nuance
$16.19

-0.42 (-2.53%)

08/09/18
STPT
08/09/18
DOWNGRADE
STPT
Hold
Nuance downgraded to Hold from Buy at Standpoint Research
05/10/18
CHLM
05/10/18
NO CHANGE
Target $17
CHLM
Buy
Nuance price target lowered to $17 from $24 at Craig-Hallum
Craig-Hallum analyst Jeff Van Rhee lowered his price target for Nuance to $17 from $24 after the company put up an in-line quarter and lumpy bookings were lower. The analyst reiterates a Buy rating on the shares.
10/19/18
WEDB
10/19/18
INITIATION
Target $22
WEDB
Outperform
Nuance initiated with an Outperform at Wedbush
Wedbush analyst Daniel Ives initiated Nuance with an Outperform rating and $22 price target, telling investors that while the company has "clear challenges" ahead of it, he believes with new leadership, a focus on the core businesses, cost initiatives in place, and a strategic asset allocation/debt repayment plan finally makes this name an interesting risk/reward at current levels.
10/18/18
WEDB
10/18/18
INITIATION
WEDB
Outperform
Nuance initiated with an Outperform at Wedbush
BAYRY Bayer
$0.00

(0.00%)

09/11/18
EXAN
09/11/18
DOWNGRADE
EXAN
Neutral
Bayer downgraded to Neutral from Outperform at Exane BNP Paribas
09/18/18
09/18/18
UPGRADE

Bayer upgraded to Buy from Hold at M.M. Warburg
M.M. Warburg analyst Ulrich Huwald upgraded Bayer to Buy and raised his price target for the shares to EUR 88.50 from EUR 85.
09/20/18
SBSH
09/20/18
UPGRADE
SBSH
Buy
Bayer upgraded to Buy from Neutral at Citi
Citi analyst Peter Verdult upgraded Bayer to Buy saying the current risk/reward is "difficult to ignore" with investor sentiment at "rock bottom." The analyst believes the negative earnings revisions have likely bottomed out.
11/27/18
MSCO
11/27/18
NO CHANGE
Target $208
MSCO
Overweight
Loxo approval expected, pricing higher than expected, says Morgan Stanley
Morgan Stanley analyst Matthew Harrison noted that Loxo Oncology's (LOXO) Vitrakvi was approved with a broad label, as expected. Reuters reported, citing Bayer's (BAYRY) VP of pricing and contracting, that Vitrakvi will be priced at $32,800/month. Assuming a real-world ORR of about 70%, he estimates net annualized pricing of about $300,000/patient, which Harrison said is 50% above his expectation and he would expect a similar amount above consensus. The analyst, who thinks the upside pricing makes consensus estimates "very achievable" for 2019, keeps an Overweight rating on Loxo shares, which he expects will be up "modestly" on the news.
BDX Becton Dickinson
$250.13

0.605 (0.24%)

11/27/18
UBSW
11/27/18
INITIATION
UBSW
Neutral
Becton Dickinson initiated with a Neutral at UBS
UBS analyst Matthew Taylor initiated Becton Dickinson with a Neutral rating and $260 price target.
11/08/18
KEYB
11/08/18
NO CHANGE
Target $273
KEYB
Overweight
Becton Dickinson price target raised to $273 form $264 at KeyBanc
KeyBanc analyst Matthew Mishan raised his price target for Becton Dickinson to $273 from $264 and reiterated an Overweight rating on the shares. While the analyst acknowledges that various headwinds are weighing on near-term EPS, he believes the company is positioned to continue to win long-term in its end markets. Mishan points out that initial FY19 organic growth guidance of 5%-6% is in line with what he considers to be the new normal for Becton Dickinson, headwinds to near-term margins/EPS are incorporated in guidance, with potential upside if they subside, and the timeline of debt pay down appears ahead of schedule with flexibility for some M&A in FY19.
11/07/18
WELS
11/07/18
NO CHANGE
Target $280
WELS
Outperform
Becton Dickinson price target lowered to $280 form $290 at Wells Fargo
Wells Fargo analyst Lawrence Biegelsen lowered his price target for Becton Dickinson to $280 from $290 after the company reported Q4 results that were slightly ahead of expectations but introduced FY19 EPS guidance that missed Street forecast due to greater drag from headwinds. The analyst reiterates an Outperform rating on the shares.
11/06/18
PIPR
11/06/18
NO CHANGE
Target $250
PIPR
Overweight
Becton Dickinson price target lowered to $250 from $257 at Piper Jaffray
Piper Jaffray analyst William Quirk lowered his price target for Becton Dickinson to $250 and keeps an Overweight rating on the name following the company's Q4 results. The analyst believes currency headwinds are masking Becton's "solid' results. Adjusting for 600 basis points of headwinds, the fiscal 2019 outlook reflects a strengthening business and some typical guidance conservatism, Quirk tells investors in a post-earnings research note.
BHE Benchmark Electronics
$23.69

-0.105 (-0.44%)

CERN Cerner
$57.32

-1.06 (-1.82%)

11/28/18
KEYB
11/28/18
NO CHANGE
KEYB
KeyBanc sees Amazon entry having little near-term impact on HCIT space
The announcement that Amazon.com (AMZN) is developing Software-as-a-Service analytical tools for the U.S. healthcare industry called Amazon Comprehend Medical will likely bring a "lot of noise, but little real, near-term financial impact" to the publicly traded Healthcare Technology and Services space, KeyBanc analyst Donald Hooker tells investors in a research note. He believes companies potentially most relevant to Amazon's announcement include Allscripts Healthcare Solutions (MDRX), Cerner (CERN), Evolent Health (EVH), Inovalon Holdings (INOV), IQVIA Holdings (IQV), Medidata Solutions (MDSO), PRA Health Sciences (PRAH), Premier (PINC), and Teladoc Health (TDOC). Hooker argues that any potential success by mega-tech companies, such as Amazon, to develop useful SaaS analytical tools "could actually empower traditional HCIT and biopharma outsourcing companies." Further, he sees a number of "unique barriers" for "big data" solutions in clinical decision support and population health management.
10/29/18
10/29/18
UPGRADE
Target $70

Outperform
Cerner upgraded to Outperform on steady growth at Leerink
As previously reported, Leerink analyst David Larsen upgraded Cerner to Outperform from Market Perform, with a $70 price target, as he believes its base continues to deliver steady growth due partly to consistent hospital M&A activity, the deal with Lumeris positions the company to be able to ramp its population health solution to an "Evolent" type of asset, Cerner's revenue cycle product continues to improve and 88% of revenue is recurring or highly visible. The analyst also likes how the company won the VA deal, which should add about $10B of bookings over about 10 years, and expects margins to return to expansion in 2019.
11/29/18
PIPR
11/29/18
NO CHANGE
Target $70
PIPR
Cerner sees VA contract accretive to profitability, says Piper Jaffray
Cerner CFO Marc Naughton provided details today on the company's Veterans Affairs award, Piper Jaffray analyst Sean Wieland tells investors in a research note from his firm's annual conference. The company expects the contract to be accretive to profitability and for each launch to get easier as it builds expertise, adds the analyst. He keeps an Overweight rating on Cerner with a $70 price target.
10/29/18
LEER
10/29/18
UPGRADE
LEER
Outperform
Cerner upgraded to Outperform from Market Perform at Leerink
NDRA Endra Life Sciences
$3.14

-0.26 (-7.65%)

INTC Intel
$47.69

-1.17 (-2.39%)

11/08/18
STFL
11/08/18
NO CHANGE
Target $58
STFL
Hold
Qualcomm price target lowered to $58 from $62 at Stifel
Stifel analyst Kevin Cassidy lowered his price target on Qualcomm (QCOM) to $58 from $62 following the company's quarterly report, noting that MSM shipments are expected to decline about 20% in fiscal Q1, 50% of which is due to Apple (AAPL) now using Intel (INTC) modems. He is impressed with the 5G traction highlighted by management and believes Qualcomm's lead in 5G may encourage Apple to settle, but various litigation issues keep Cassidy on the sidelines with a Hold rating on Qualcomm shares.
11/29/18
DZBN
11/29/18
DOWNGRADE
DZBN
Hold
Intel downgraded to Hold from Buy at DZ Bank
11/29/18
11/29/18
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. American Express (AXP) downgraded to Neutral from Buy at Buckingham with analyst Chris Brendler saying American Express is not expensive based on relative historical norms, but shares have outperformed other payment stocks year-to-date. 2. Intel (INTC) downgraded to Hold from Buy at DZ Bank. 3. Dick's Sporting (DKS) downgraded to Neutral from Overweight at JPMorgan with analyst Christopher Horvers saying he believes the risk/reward is "turning more balanced" following yesterday's Q3 results. 4. Volaris (VLRS) downgraded to Underperform from In-Line at Imperial Capital with analyst Michael Derchin saying the company is unlikely to be profitable in fiscal 2019 if the U.S. dollar/peso exchange rate remains at or above 20. 5. Constellation Brands (STZ) downgraded to Neutral from Outperform at Macquarie. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/19/18
MKMP
11/19/18
NO CHANGE
Target $58
MKMP
Buy
Intel to benefit from market expansion with higher multiples, says MKM Partners
MKM Partners analyst Ruben Roy kept his Buy rating and $58 price target on Intel, saying he maintain a positive outlook on its shares in spite of the "increasingly volatile environment for semiconductor stocks". The analyst further notes that the bears are focused on the "increasing competition and tougher compares" going into 2019, but he sees the company benefiting from expanding total addressable market in data-centric end markets, leading Intel to higher multiples.
NVIV InVivo Therapeutics
$1.96

-0.06 (-2.97%)

NVDA Nvidia
$157.44

-2.47 (-1.54%)

11/26/18
11/26/18
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. Nvidia (NVDA) initiated with an Outperform at Credit Suisse. 2. Orchard Therapeutics (ORTX) initiated with an Outperform at Wedbush and Cowen, an Overweight at JPMorgan, and a Neutral at Goldman Sachs. 3. Twist Bioscience (TWST) initiated with an Outperform at Cowen and Baird as well as a Neutral at JPMorgan. 4. Axonics (AXNX) initiated with a Buy at BofA/Merrill and SunTrust, an Outperform at Wells Fargo, and an Overweight at Morgan Stanley. 5. Gamida Cell (GMDA) initiated with a Buy at Needham. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
11/26/18
TIGR
11/26/18
NO CHANGE
TIGR
Buy
Nvidia weakness a buying opportunity, says Tigress Financial
Tigress Financial analyst Ivan Feinseth said he views the recent weakness in shares of Nvidia as a buying opportunity as he sees the company being positioned to continue to increase market penetration in many secular technology trends, including artificial intelligence and data centers. He notes that strong sales of its new Turing-based GPUs caused an unexpected buildup in excess inventory of its Pascal-based GPUs, but he sees the excess inventory being worked down over the next few months, Feinseth tells investors. He maintains a Buy rating on Nvidia.
11/26/18
FBCO
11/26/18
INITIATION
Target $225
FBCO
Outperform
Nvidia initiated with an Outperform at Credit Suisse
Credit Suisse analyst John Pitzer started Nvidia with an Outperform rating and $225 price target. While the recent Q4 guide was disappointing, the analyst sees the reset and about 50% decline in shares over the past 8 weeks as providing an extremely compelling entry point.
11/28/18
MZHO
11/28/18
NO CHANGE
MZHO
GPU pricing rebound a 'big positive' for AMD and Nvidia, says Mizuho
Graphics processing unit pricing is starting to rebound, which is a "big positive" for AMD (AMD) and Nvidia (NVDA), Mizuho analyst Vijay Rakesh tells investors in a research note. The analyst found evidence that the prices of NVDA 1080 and AMD Radeon have started to rebound in the last two weeks. This is the first price rebound since the protracted GPU price declines since the "Crypto Crazed Pricing Peak" in February of 2018, according to Rakesh. He believes GPU pricing is starting to turn up 10%-15% from the September lows, which points to a faster normalizing of channel inventories and demand elasticity.
SIEGY Siemens
$0.00

(0.00%)

08/06/18
SOCG
08/06/18
DOWNGRADE
SOCG
Hold
Siemens downgraded to Hold from Buy at Societe Generale
Societe Generale analyst Alasdair Leslie downgraded Siemens to Hold and lowered his price target for the shares to EUR 125 from EUR 140.
04/17/18
UBSW
04/17/18
NO CHANGE
UBSW
Buy
Siemens undervalued ahead of catalysts, says UBS
UBS analyst Markus Mittermaier believes Siemens shares have a price disconnect from the company's fundamentals. He noted there are issues weighing down the shares, such as India market issues and the gas turbine market forecast, but he believes these issues are understood. The analyst sees a number of catalysts ahead and believes investors should focus on the positive story. Mittermaier reiterated his Buy rating on Siemens shares.
08/16/18
BTIG
08/16/18
NO CHANGE
Target $72
BTIG
Buy
NuVasive price target raised to $72 from $68 at BTIG
BTIG analyst Ryan Zimmerman raised his price target on NuVasive (NUVA) to $72 and kept his Buy rating following investor meetings with the management, saying the tone of the discussions was "decidedly more upbeat" after Q2 results and the company's FY18 guidance cut. The analyst states that he also "underappreciated" the potential for NuVasive's recent agreement with Siemens (SIEGY), as it expands the company's opportunity and provides better commercial support. Zimmerman expects investor interest in NuVasive shares to build heading into the full launch of the company's new Pulse system.
04/02/18
VERT
04/02/18
UPGRADE
VERT
Buy
Siemens upgraded to Buy from Hold at Vertical Research
SSYS Stratasys
$21.64

-0.17 (-0.78%)

08/02/18
SUSQ
08/02/18
NO CHANGE
Target $25
SUSQ
Positive
Stratasys an attractive takeover target for larger suitor, says Susquehanna
Susquehanna analyst David Ryzhik came away from the Stratasys Q2 report confident the recovery in recurring revenue and gross profit streams will continue even under conservative growth assumptions. He said he views Stratasys as a potentially attractive takeover target for a larger suitor looking to establish market leadership in 3D printing. Ryzhik reiterated his Positive rating and $25 price target on Stratasys shares.
08/02/18
LOOP
08/02/18
NO CHANGE
Target $21
LOOP
Hold
Stratasys price target raised to $21 from $18 at Loop Capital
Loop Capital analyst Ananda Baruah raised his price target on Stratasys to $21 after its better than expected Q2 results, saying the velocity of deal closure "bounced back nicely" from a soft March quarter. The analyst is positive on the company's progress toward generating revenue growth and capturing "healthy return", but keeps his Hold rating as he waits a more attractive valuation in combination with the next catalyst.
11/02/18
LOOP
11/02/18
NO CHANGE
Target $21
LOOP
Hold
Stratasys needs higher organic growth for more bullish view, says Loop Capital
Loop Capital analyst Ananda Baruah kept his Hold rating and $21 price target on Stratasys after its in-line Q3 revenue and an earnings beat driven by "solid higher-end printer placements and the benefit from cost actions". The analyst notes that the company's structural progress remains on track, but he prefers to wait for the next catalyst that would drive revenue growth to 15%-20% rate from the current low-single-digit trend and an organic growth rate of over 5%.
11/26/18
PIPR
11/26/18
NO CHANGE
Target $19
PIPR
Neutral
Piper Jaffray 'modestly more upbeat' on Stratasys shares
Piper Jaffray analyst Troy Jensen says he's "modestly more upbeat" on Stratasys given the pace of innovation and some of the new materials and systems coming to market. Potential catalysts for better system growth are the new metal technology or broader adoption in Aerospace, but both of these catalysts are likely events that will begin to boost the system growth in 2020, Jensen tells investors in a research note. 2019 could still be a challenging year for revenue growth, adds the analyst. He believes that until product growth accelerates, Stratasys shares will remain range-bound. As such, Jensen reiterates a Neutral rating on the name with a $19 price target.
TDY Teledyne
$221.64

0.69 (0.31%)

08/06/18
NEED
08/06/18
NO CHANGE
Target $240
NEED
Buy
Teledyne price target raised to $240 from $210 at Needham
Needham analyst James Ricchiuti raised his price target on Teradyne to $240 and kept his Buy rating after the company showed "strong growth" in its "beat-and-raise" Q2 results. Ricchiuti states that Teradyne is "firing on all cylinders" as its Instrumentation and Digital Imaging segments grew by about 12%, while its Aerospace & Defense unit registered the strongest bookings momentum and pushed the overall book-to-bill ratio above parity. The analyst notes that growth could decelerate in the second half, but fundamentals remain strong across Teradyne's broad portfolio.
01/24/18
NEED
01/24/18
NO CHANGE
Target $205
NEED
Buy
Teledyne price target raised to $205 from $190 at Needham
Needham analyst James Ricchiuti raised his price target on Teledyne to $205 and kept his Buy rating after the company's presentation at the 20th Annual Needham Growth Conference. Ricchiuti says he is now more confident about potential upside for 2018 and continued benefits from "solid organic growth" across the company's diverse business portfolio. The analyst believes that Instrumentation and Defense are poised for another good year, while Digital Imaging demand remains solid.
TMO Thermo Fisher
$248.62

1.22 (0.49%)

10/09/18
UBSW
10/09/18
INITIATION
Target $295
UBSW
Buy
Thermo Fisher initiated with a Buy at UBS
UBS analyst Daniel Brennan initiated Thermo Fisher with a Buy rating and $295 price target.
10/18/18
CLVD
10/18/18
DOWNGRADE
CLVD
Neutral
Thermo Fisher downgraded to Neutral from Buy at Cleveland Research
10/18/18
10/18/18
DOWNGRADE

Neutral
Follow-up: Thermo Fisher downgraded to Neutral at Cleveland Research
As previously reported, Cleveland Research downgraded Thermo Fisher to Neutral from Buy. Analyst Steve Willoughby said feedback indicates "extremely strong trends" in the industry are "unlikely to be sustained" at the same rate going into 2019. The analyst is now assuming softer than expected organic growth, less contribution from M&A, and FX headwinds. Willoughby is now slightly below consensus with his estimates and sees less upside in shares going forward.
TXN Texas Instruments
$97.39

-0.89 (-0.91%)

11/07/18
BNCH
11/07/18
NO CHANGE
Target $45
BNCH
Buy
Diodes results, guidance 'much better' than feared, says Benchmark
Benchmark analyst Gary Mobley reiterated his Buy rating on Diodes (DIOD) shares after the company's Q3 results and Q4 guidance were both "much better" than feared at a time when peers such as Texas Instruments (TXN) are "struggling." He maintains a $45 price target on Diodes, stating that he believes the company can take market share in 2018.
11/05/18
SBSH
11/05/18
NO CHANGE
SBSH
Citi recommends buying Semis that have lowered guidance
Semiconductors are in the "bottom-forming" process as estimates are declining in line with previous corrections and most of the downside to estimates should be out by January barring a recession, Citi analyst Christopher Danely tells investors in a research note. The analyst recommends building positions in companies that have lowered guidance such as Buy-rated Texas Instruments (TXN), which is his top pick. He also has Buy ratings on Microchip (MCHP) and ON Semiconductor (ON). Danely's lone Sell rated name is AMD (AMD).
10/24/18
RHCO
10/24/18
NO CHANGE
Target $93
RHCO
Hold
Texas Instruments price target lowered to $93 from $120 at SunTrust
SunTrust analyst William Stein lowered his price target on Texas Instruments to $93 and kept his Hold rating after its "mixed" Q3 results and weak guidance for Q4. The analyst states that the "first cut" in the semi industry slowdown "may not be the deepest", anticipating weakness to extend into Q1 of 2019. Stein further contends that the "fading growth" cycle will look "at least as bad as a modest downturn".
10/24/18
LOOP
10/24/18
NO CHANGE
Target $90
LOOP
Hold
Silicon Labs price target lowered to $90 from $110 at Loop Capital
Loop Capital analyst Cody Acree lowered his price target for Silicon Labs to $90 from $110, while reiterating a Hold rating on the shares. Given the company's size, at just under a $1B run-rate, the analyst believes Silicon Labs has many company specific drivers in IoT, Infrastructure and Automotive that should help insulate it to a degree from the broad macro semi demand slowdown being seen by Texas Instruments (TXN) and likely many other chip companies. However, Acree does not expect Silicon Labs' specific drivers to fully offset the macro caution in OEM build rates and the likelihood that OEMs and distributors will be working to maintain very lean inventories, particularly given that chip industry delivery lead times remain at low levels.
WTKWY Wolters Kluwer
$0.00

(0.00%)

TODAY'S FREE FLY STORIES

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FX Update: The pound has…

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09/23/19
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General news
FX Action: »

FX Action: Soothing tones…

01:55
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General news
Fedspeak preview: »

Fedspeak preview:…

01:45
09/23/19
09/23
01:45
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01:45
General news
Mideast tensions keep oil prices underpinned. »

Mideast tensions keep oil…

01:30
09/23/19
09/23
01:30
09/23/19
01:30
General news
Asian Market Wrap: »

Asian Market Wrap: Asian…

SFTBY

SoftBank

$0.00

(0.00%)

, SFTBF

SoftBank

$0.00

(0.00%)

19:35
09/22/19
09/22
19:35
09/22/19
19:35
Hot Stocks
Fly Intel: Top five weekend stock stories »

Catch up on the…

SFTBY

SoftBank

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

WE

We Company

$0.00

(0.00%)

DB

Deutsche Bank

$7.99

-0.08 (-0.99%)

BNPQY

BNP Paribas

$0.00

(0.00%)

JNJ

Johnson & Johnson

$131.73

1.75 (1.35%)

TEVA

Teva

$7.44

-0.08 (-1.06%)

ENDP

Endo

$3.48

0.115 (3.42%)

MNK

Mallinckrodt

$2.46

0.01 (0.41%)

ABT

Abbott

$83.56

0.35 (0.42%)

AMRX

Amneal Pharmaceuticals

$3.34

0.21 (6.71%)

MYL

Mylan

$21.01

0.03 (0.14%)

MCK

McKesson

$146.83

1.06 (0.73%)

CAH

Cardinal Health

$47.89

-0.14 (-0.29%)

ABC

AmerisourceBergen

$85.13

0.475 (0.56%)

WAB

Wabtec

$74.01

0.26 (0.35%)

CVS

CVS Health

$64.28

0.65 (1.02%)

REAL

RealReal

$17.00

0.21 (1.25%)

CMG

Chipotle

$835.17

3.67 (0.44%)

MCD

McDonald's

$209.44

-1.12 (-0.53%)

YUM

Yum! Brands

$112.31

-1.83 (-1.60%)

WEN

Wendy's

$20.77

0.22 (1.07%)

QSR

Restaurant Brands

$72.64

-1.24 (-1.68%)

CMCSA

Comcast

$46.36

-0.32 (-0.69%)

CMCSK

Comcast

$0.00

(0.00%)

DAL

Delta Air Lines

$58.63

-0.05 (-0.09%)

FANG

Diamondback Energy

$96.90

-0.45 (-0.46%)

EHC

Encompass Health

$64.41

-0.01 (-0.02%)

FB

Facebook

$189.88

-0.27 (-0.14%)

MSFT

Microsoft

$139.34

-1.74 (-1.23%)

PG

Procter & Gamble

$122.22

0.37 (0.30%)

KO

Coca-Cola

$53.90

-0.62 (-1.14%)

PEP

PepsiCo

$134.49

-0.98 (-0.72%)

CL

Colgate-Palmolive

$70.97

0.01 (0.01%)

KMB

Kimberly-Clark

$135.13

0.9 (0.67%)

K

Kellogg

$63.79

0.07 (0.11%)

03/08/13
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BGNE

BeiGene

$135.62

2.61 (1.96%)

19:34
09/22/19
09/22
19:34
09/22/19
19:34
Hot Stocks
BeiGene announces results on Tislelizumab from ongoing clinical trials »

BeiGene announced…

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CE

Celanese

$122.73

-1.06 (-0.86%)

19:24
09/22/19
09/22
19:24
09/22/19
19:24
Hot Stocks
Celanese experiences emergency incident at Clear Lake facility »

Celanese experienced an…

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BA

Boeing

$379.33

-5.28 (-1.37%)

19:21
09/22/19
09/22
19:21
09/22/19
19:21
Periodicals
Indonesia to fault 737 Max design, oversight lapses in Lion Air crash, WSJ says »

Indonesian investigators…

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  • 02

    Oct

AA

Alcoa

$21.70

-0.26 (-1.18%)

19:15
09/22/19
09/22
19:15
09/22/19
19:15
Downgrade
Alcoa rating change at Goldman Sachs »

Alcoa downgraded to…

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  • 16

    Oct

AA

Alcoa

$21.70

-0.26 (-1.18%)

, SCHN

Schnitzer Steel

$23.55

-0.27 (-1.13%)

19:15
09/22/19
09/22
19:15
09/22/19
19:15
Downgrade
Alcoa downgraded to Neutral from Buy at Goldman Sachs »

Goldman Sachs analyst…

AA

Alcoa

$21.70

-0.26 (-1.18%)

SCHN

Schnitzer Steel

$23.55

-0.27 (-1.13%)

CMC

Commercial Metals

$17.94

-0.42 (-2.29%)

03/08/13
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  • 16

    Oct

CMC

Commercial Metals

$17.94

-0.42 (-2.29%)

19:08
09/22/19
09/22
19:08
09/22/19
19:08
Downgrade
Commercial Metals rating change at Goldman Sachs »

Commercial Metals…

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SCHN

Schnitzer Steel

$23.55

-0.27 (-1.13%)

19:06
09/22/19
09/22
19:06
09/22/19
19:06
Downgrade
Schnitzer Steel rating change at Goldman Sachs »

Schnitzer Steel…

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FNSR

Finisar

$24.31

1.25 (5.42%)

18:15
09/22/19
09/22
18:15
09/22/19
18:15
Hot Stocks
Finisar presents new products, technologies at ECOC 2019 »

Finisar introduced…

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03/06/13
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BNPQY

BNP Paribas

$0.00

(0.00%)

, DB

Deutsche Bank

$7.99

-0.08 (-0.99%)

18:04
09/22/19
09/22
18:04
09/22/19
18:04
Periodicals
Deutsche Bank nearing deal to transfer prime assets to BNP, Reuters says »

Deutsche Bank (DB) is…

BNPQY

BNP Paribas

$0.00

(0.00%)

DB

Deutsche Bank

$7.99

-0.08 (-0.99%)

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

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VRSK

Verisk Analytics

$158.47

-0.21 (-0.13%)

18:00
09/22/19
09/22
18:00
09/22/19
18:00
Initiation
Verisk Analytics initiated at Keefe Bruyette »

Verisk Analytics assumed…

03/08/13
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03/06/13
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03/06/13
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T

AT&T

$37.92

0.78 (2.10%)

, CMCSA

Comcast

$46.36

-0.32 (-0.69%)

16:58
09/22/19
09/22
16:58
09/22/19
16:58
On The Fly
Box Office Battle: 'Downton Abbey' wins weekend with $31M »

"Box Office Battle" is…

T

AT&T

$37.92

0.78 (2.10%)

CMCSA

Comcast

$46.36

-0.32 (-0.69%)

CMCSK

Comcast

$0.00

(0.00%)

SNE

Sony

$59.19

-0.19 (-0.32%)

LGF.A

Lionsgate

$9.49

-0.47 (-4.72%)

LGF.B

Lionsgate

$8.88

-0.435 (-4.67%)

DIS

Disney

$132.18

-1.14 (-0.86%)

VIAB

Viacom

$24.92

-0.28 (-1.11%)

VIA

Viacom

$26.67

-0.85 (-3.09%)

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

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    Oct

VIVHY

Vivendi

$0.00

(0.00%)

, MDSO

Medidata

$91.77

-0.04 (-0.04%)

16:01
09/22/19
09/22
16:01
09/22/19
16:01
Periodicals
Vivendi to widen legal battle against Mediaset beyond Italy, Reuters says »

Vivendi (VIVHY) is taking…

VIVHY

Vivendi

$0.00

(0.00%)

MDSO

Medidata

$91.77

-0.04 (-0.04%)

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

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SFTBY

SoftBank

$0.00

(0.00%)

, SFTBF

SoftBank

$0.00

(0.00%)

15:57
09/22/19
09/22
15:57
09/22/19
15:57
Periodicals
Some WeWork board members seeing to remove Neumann as CEO, WSJ says »

A bloc of WeWork…

SFTBY

SoftBank

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

WE

We Company

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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SFTBY

SoftBank

$0.00

(0.00%)

, SFTBF

SoftBank

$0.00

(0.00%)

15:54
09/22/19
09/22
15:54
09/22/19
15:54
Periodicals
SoftBank turns against WeWork's parent CEO, Reuters reports »

SoftBank (SFTBY), the…

SFTBY

SoftBank

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

WE

We Company

$0.00

(0.00%)

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

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VIAB

Viacom

$24.92

-0.28 (-1.11%)

, VIA

Viacom

$26.67

-0.85 (-3.09%)

15:48
09/22/19
09/22
15:48
09/22/19
15:48
Hot Stocks
Viacom acquires exclusive cable rights to Seinfeld from Sony Pictures Television »

Viacom (VIAB, VIA)…

VIAB

Viacom

$24.92

-0.28 (-1.11%)

VIA

Viacom

$26.67

-0.85 (-3.09%)

SNE

Sony

$59.19

-0.19 (-0.32%)

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

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PWR

Quanta Services

$37.61

-0.28 (-0.74%)

12:22
09/22/19
09/22
12:22
09/22/19
12:22
Conference/Events
Quanta Services management to meet with Stephens »

Meeting to be held in…

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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    Nov

PTEN

Patterson-UTI

$9.66

0.01 (0.10%)

12:21
09/22/19
09/22
12:21
09/22/19
12:21
Conference/Events
Patterson-UTI management to meet with Stephens »

Meeting to be held in Los…

03/08/13
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03/06/13
Citigroup
03/06/13
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  • 24

    Sep

ESE

Esco Technologies

$78.44

-1.54 (-1.93%)

12:19
09/22/19
09/22
12:19
09/22/19
12:19
Conference/Events
Esco Technologies management to meet with Stephens »

Meeting to be held in…

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

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  • 24

    Sep

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