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GRUB

GrubHub

$81.04

1.27 (1.59%)

08:55
01/09/19
01/09
08:55
01/09/19
08:55

GrubHub delivery execution worries can pressure multiple, says Morgan Stanley

Morgan Stanley analyst Brian Nowak lowered his FY19 and FY20 EBITDA estimates for GrubHub by 7% and 3%, respectively, as he believes delivery expansion will be a key pressure point for margins. He cut his price target on GrubHub shares to $78 from $101, adding that he would not be surprised if the stock sees further multiple compression as he believes GrubHub is likely to guide down estimates based on higher delivery investment. Delivery execution worries have pressured the stock's multiple in the past, noted Nowak, who keeps an Equal Weight rating on GrubHub shares.

GRUB GrubHub
$81.04

1.27 (1.59%)

12/27/18
12/27/18
NO CHANGE

Stephens to keep GrubHub, RealPage, Vulcan Materials on 2019 Best Ideas list
Stephens said that it plans to publish a complete updated 2019 Best Ideas list on January 2, but in anticipation it shared the names that are being dropped and the three stocks that will remain on the list. The holdovers are GrubHub (GRUB), RealPage (RP) and Vulcan Materials (VMC). The stocks being removed include Boston Scientific (BSX), Brookdale Senior Living (BKD), Conn's (CONN), CoStar Group (CSGP), Curo Group (CURO), FedEx (FDX), First Financial Bancorp (FFBC), Graphic Packaging (GPK), Hub Group (HUBG), Keane Group (FRAC), KeyCorp (KEY), LKQ Corp. (LKQ), Myriad Genetics (MYGN), SVB Financial (SIVB), Triumph Bancorp (TBK), TrueCar (TRUE) and Union Bankshares (UBSH).
01/02/19
DADA
01/02/19
NO CHANGE
Target $120
DADA
Buy
GrubHub to grow sales with effective marketing spend, says DA Davidson
DA Davidson analyst Tom Forte kept his Buy rating and $120 price target on GrubHub while raising his FY19 EPS view to $1.69 from $1.60, saying the company's "heightened level of near-term operating expenses" should lead to long term growth. The analyst is positive on the company's investment to expand into new markets and gain new customers and expects it to "gain leverage on these drivers and new market expenses in the later half of 2019 and onward."
01/02/19
SPHN
01/02/19
NO CHANGE
SPHN
CBS, Global Payments, Union Pacific among Stephens' best ideas for 2019
Stephens released its Best Ideas list for 2019, noting that over the last 13 years its Best Ideas list has outperformed the Russell 2000 by an average of 300 bps. Of note, six of the firm's 30 analysts listed "cash" as their best idea for this year. Among the rest, the picks included: Landstar System (LSTR), Enova (ENVA), RealPage (RP), FMC Corporation (FMC), Avanos (AVNS), Knight-Swift (KNX), CBS (CBS), Vulcan Materials (VMC), Encompass Health (EHC), Watsco (WSO), Global Payments (GPN), O'Reilly Automotive (ORLY), NeoGenomics (NEO), Continental Resources (CLR), Union Pacific (UNP), Ametek (AME), Wintrust Financial (WTFC), Helmerich & Payne (HP), Penske Automotive (PAG), Signature Bank (SBNY), Noble Energy (NBL), Origin Bancorp (OBNK), GrubHub (GRUB) and CenterState Bank (CSFL).
01/08/19
NEED
01/08/19
INITIATION
NEED
Hold
GrubHub initiated with a Hold at Needham
Needham analyst Brad Erickson initiated GrubHub with a Hold rating, saying the company is going through a "rough patch" in spite of its position as one of the leaders in the $240B off-premise food delivery market. The analyst believes that an opportunity to buy this "high-quality franchise and management team" may come, but wants to see the perception of intensifying competition to be better reflected in the stock price.

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OTTR

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Otter Tail

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HLX

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GM

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FB

Facebook

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BABA

Alibaba

$166.07

-2.31 (-1.37%)

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FB

Facebook

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PZZA

Papa John's

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GM

General Motors

$39.10

0.21 (0.54%)

, VLKAY

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VLKAY

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NSANY

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F

Ford

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FCAU

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HMC

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$27.35

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TM

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$121.15

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DDAIF

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DOOR

Masonite

$57.31

-0.07 (-0.12%)

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LECO

Lincoln Electric

$88.48

1.27 (1.46%)

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RIG

Transocean

$8.93

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CLR

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SPN

Superior Energy

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MSG

Madison Square Garden

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WIN

Windstream

$3.37

0.2 (6.31%)

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UFPI

Universal Forest

$32.22

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SCI

Service Corp.

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  • 19

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SCI

Service Corp.

$45.96

0.56 (1.23%)

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APY

Apergy

$36.84

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NAVI

Navient

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SLCA

U.S. Silica

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JBHT

J.B. Hunt

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1.66 (1.48%)

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