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At Home Group

$18.30

-0.29 (-1.56%)

09:15
12/19/18
12/19
09:15
12/19/18
09:15

At Home Group valuation 'grossly discounting' share gain story, says Jefferies

Jefferies analyst Jonathan Matuszewski says web data confirms his thesis that At Home Group's comp deceleration during heightened industry promotions in mid-November "was truly a 'moment in time.'" Site traffic and search interest trends indicate the sequential rebound management alluded to has been sustained, Matuszewski tells investors in a research note. He believes At Home's current valuation is "grossly discounting the share gain / unit growth story ahead." The analyst reiterates a Buy rating on the shares with a $39 price target.

HOME At Home Group
$18.30

-0.29 (-1.56%)

11/12/18
JEFF
11/12/18
NO CHANGE
Target $47
JEFF
Buy
At Home Group sourcing penetration could double in three years, say Jefferies
Jefferies analyst Jonathan Matuszewsk says that with At Home Group's 20% unit growth dominating investor attention, the company's other value drivers are underappreciated. Despite traction, direct sourcing is still in its infancy, allowing new money to share in top-line and margin benefits ahead, Matuszewsk tells investors in a research note titled "Look Under The Hood: Sourcing Engine To Triple & Units Nearly Double In 3 Years." He believes penetration could reach 33% as early as mid-fiscal 2022 and should "amplify" At Home Group's value proposition with lower prices, subsidize marketing spend, and offset external cost pressures. The analyst reiterates a Buy rating on the shares with a $47 price target. He views the current "compressed" valuation of the shares as unwarranted.
10/15/18
JEFF
10/15/18
NO CHANGE
Target $47
JEFF
Buy
At Home Group checks show 'strong' fundamentals, says Jefferies
Jefferies analyst Jonathan Matuszewski left conversations with 160 At Home Group sales associates believing the company's quarter-to-date traffic has been solid, seasonal merchandise popular, and inventory levels ample to meet demand. Interest rate and tariff headlines have overshadowed At Home Group's "strong fundamentals lately," Matuszewski tells investors in a research note titled "Checks Point To Strong Halloween Demand; 3Q Comp Should Be Spooktacular." The analyst reiterates a Buy rating on the shares with a $47 price target.
10/02/18
10/02/18
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. Discover (DFS) upgraded to Overweight from Neutral at JPMorgan with analyst Richard Shane saying the company appears on track to execute a "soft landing" as loan growth stabilizes. 2. At Home Group (HOME) upgraded to Buy from Neutral at Goldman Sachs with analyst Matthew Fassler saying recent sales misses, tariff concerns, and macro data have created investor concerns and a "steep discount" in the shares relative to other growth retailers. 3. Nestle (NSRGY) upgraded to Buy from Hold at Jefferies with analyst Martin Deboo saying he's more bullish on the new CEO and the shares into the second half of the year. 4. Urban Outfitters (URBN) upgraded to Buy from Neutral at B. Riley FBR with analyst Susan Anderson saying she expects high consumer confidence to support strong same-store-sales for Urban and she views the shares as undervalued. 5. General Electric (GE) upgraded to Outperform from Sector Perform at RBC Capital with analyst Deane Dray saying he believes a floor has been put in the shares following news of Larry Culp being named Chairman and CEO. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/02/18
GSCO
10/02/18
UPGRADE
Target $39
GSCO
Buy
Goldman Sachs sees 26% upside in At Home Group, upgrades shares to Buy
Goldman Sachs analyst Matthew Fassler last night upgraded At Home Group to Buy from Neutral while lowering his price target for the shares to $39 from $41. Recent sales misses, tariff concerns, and macro data have created investor concerns and a "steep discount" in the shares relative to other growth retailers, Fassler tells investors in a research note. The analyst sees an opportunity to "buy into a high-potential growth franchise" with 26% upside potential. Achieving earnings forecasts in late November should help drive a rebound in the shares back toward recent valuation levels, the analyst contends.

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CHAP

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NYT

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WEX

Wex

$200.52

4.61 (2.35%)

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