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SEDG

SolarEdge

$35.87

0.87 (2.49%)

, GOOG

Alphabet

$1,074.42

-2.94 (-0.27%)

12:06
01/09/19
01/09
12:06
01/09/19
12:06

SolarEdge, Google collaborate to integrate EV charging with Google Assistant

SolarEdge Technologies (SEDG) announced that electric vehicle consumers can now control SolarEdge's EV-charging solar inverter using the Google Assistant (GOOG, GOOGL). SolarEdge is one of the first companies to integrate EV charging with the Google Assistant. This news coincides with Google announcing all of the new Google Assistant features and with the SolarEdge EV charging solar inverter on display in the Google Assistant booth located outside of the Las Vegas Convention Center at the Consumer Electronic Show this week. SolarEdge offers the world's first EV charging solar inverter, which offers up to six times faster charging than standard Level 1 chargers through its innovative solar boost mode. The smart speaker integration with the Google Assistant makes EV charging simpler for consumers and answers demand for smart energy solutions. Consumers can now tell the Google Assistant to start and stop EV charging. SolarEdge plans to add functionality to the Google Assistant commands, including inquiring about charging status, checking average miles charged in the charging session, and pre-schedule charging.

SEDG

SolarEdge

$35.87

0.87 (2.49%)

GOOG

Alphabet

$1,074.42

-2.94 (-0.27%)

GOOGL

Alphabet Class A

$1,081.39

-4.5 (-0.41%)

  • 25

    Feb

  • 03

    Mar

SEDG SolarEdge
$35.87

0.87 (2.49%)

09/19/18
JPMS
09/19/18
NO CHANGE
Target $63
JPMS
Overweight
SolarEdge tariff risk already priced into shares, says JPMorgan
JPMorgan analyst Mark Strouse trimmed his near-term estimates for SolarEdge Technologies to reflect the United States Trade Representative's announced Section 301 tariffs. The analyst, however, believes SolarEdge has a relative advantage over some of its competitors which also manufacture in China, creating potential upside to out-year estimates, depending on the duration of the tariffs and how quickly competitors respond. He lowered his price target for the shares to $63 from $66 but believes tariff risk has already been priced into the stock. As such, Strouse keeps an Overweight rating on SolarEdge.
10/11/18
VERF
10/11/18
NO CHANGE
Target $29
VERF
Sell
SolarEdge 'materially' overpaid for Kokam, says Vertical Group
Vertical Group analyst Gordon Johnson believes Solaredge Technologies is "materially overpaying" for Kokam. The company this morning announced the $88M acquisition of the South Korean provider of lithium-ion battery cells. Kokam is an "also-ran," over-leveraged asset in a "grossly overpopulated industry," Johnson tells investors in a research note. The analyst adds that he fails to understand, "at a very basic level," the justification for the acquisition since the battery industry is "known to be capital intensive." Johnson believes SolarEdge is "losing its foothold as the world's preeminent roof-top inverter supplier" and reiterates a Sell rating on the shares with a $29 price target.
10/24/18
VERF
10/24/18
NO CHANGE
Target $29
VERF
Sell
SolarEdge U.S. market share to see 'significant hit,' says Vertical Group
Vertical Group analyst Gordon Johnson learned last night via channel checks in Europe that Sunnova has added Huawei's Fusion Home power-optimizer inverters to its approved-vendor-list in the U.S. residential market for 2019. Sunnova is the second largest solar third-party-operator in the U.S., Johnson tells investors in an intraday research note. The analyst believes a number of distributors will imminently add Huawei to their list of residential inverter suppliers beginning in Q1 of 2019. As such, SolarEdge Technologies (SEDG) is about to see a "significant hit" to its U.S. market share, predicts Johnson. He recommends "aggressively adding" to short positions in the stock. The analyst keeps a Sell rating on SolarEdge with a $29 price target. The stock in afternoon trading is down 4%, or $1.56, to $38.28.
11/30/18
ROTH
11/30/18
NO CHANGE
Target $50
ROTH
Buy
SolarEdge price target cut to $50 from $60 at Roth Capital
After hosting meetings with SolarEdge's CFO, Ronen Faier, Roth Capital analyst Philip Shen lowered his price target to $50 from $60. In a research note to investors, Shen says investors were focused on Huawei, recent margin weakness due to warranty servicing, margin impact due to tariffs and manufacturing capacity inversion, and getting more details on the Kokam acquisition. Although Shen maintains a Buy given the company's near-term cash generation potential, he acknowledges the Huawei risk around the corner.
GOOG Alphabet
$1,074.42

-2.94 (-0.27%)

01/07/19
PIVT
01/07/19
UPGRADE
Target $1240
PIVT
Buy
Alphabet upgraded to Buy from Hold at Pivotal Research
Pivotal Research analyst Brian Wieser upgraded Alphabet (GOOGL) to Buy and raised his price target for the shares to $1,240 from $1,010. Google remains the dominant player in digital advertising, says the analyst, and he sees data suggest that "little is getting in the way of its position with either consumers or advertisers," Wieser tells investors in a research note. He adds that while Alphabet faces some of the same issues as Facebook (FB), the company is also better managed.
01/07/19
01/07/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. General Motors (GM) upgraded to Outperform from Market Perform at BMO Capital with analyst Richard Carlson citing a "brighter spotlight" being placed on the GM Cruise model in 2019 leading to more appropriate value being priced into the shares. 2. Alphabet (GOOG, GOOGL), Adobe (ADBE), and Salesforce (CRM) were upgraded to Buy from Hold at Pivotal Research. 3. Citi (C) upgraded to Outperform from Neutral at Macquarie with analyst David Konrad saying despite macro uncertainties, he sees Citi's stock as compelling due to his expectations for improving performance, continued operating leverage and credit risk concerns that he views as overdone. 4. Micron (MU) upgraded to Outperform from Market Perform at BMO Capital with analyst Ambrish Srivastava citing valuation. 5. Dillard's (DDS) upgraded to Neutral from Underweight at JPMorgan with analyst Matthew Boss saying he sees a more balanced risk/reward with the stock underperforming the over the past few years. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/08/19
BTIG
01/08/19
NO CHANGE
BTIG
Pixel 3 may be first smartphone with CBRS spectrum, says BTIG
Google's (GOOG, GOOGL) Pixel 3 could be the first smartphone enabled with Citizens Broadband Radio Service spectrum, BTIG analyst Walter Piecyk tells investors in a research note. Pixel 3 launched exclusively with Verizon (VZ) three months ago and at launch, it included Band 42, which includes a portion of the spectrum used for CBRS, says the analyst. Further, he points out that Google requested that the Federal Communications Commission allow it to activate CBRS/Band 48 in the Pixel 3 through a software upgrade. It is unclear if Apple (AAPL) could upgrade its iPhones to CBRS with a software upgrade, like Google, Piecyk contends.
01/09/19
JEFF
01/09/19
NO CHANGE
JEFF
Jefferies says be selective in Internet, cuts targets on Snap and Facebook
Jefferies analyst Brent Thill this morning cut his price targets on a handful of names in the Internet space. In a research note titled "2019 Playbook," the analyst also downgraded Booking Holdings (BKNG) and Redfin (RDFN) to Hold from Buy. Thill tells investors to selective in the space, and recommends buying Amazon.com (AMZN), Alphabet (GOOGL) and Intuit (INTU) in large cap, Match Group (MTCH), IAC (IAC) and GoDaddy (GDDY) in mid cap, and Wix.com (WIX) and Trade Desk (TTD) in small cap. He expects TripAdvisor (TRIP), Shutterstock (SSTK) and Shutterstock (EIGI) to underperform. Among his price target cuts were Buy-rated Expedia (EXPE) to $150, Buy-rated Facebook to $180, Hold-rated Snap (SNAP) to $7, Hold-rated Sonos (SONO) to $12, Hold-rated Twitter (TWTR) to $33 and Hold-rated Zillow Group (ZG) to $34.
GOOGL Alphabet Class A
$1,081.39

-4.5 (-0.41%)

01/09/19
BMOC
01/09/19
UPGRADE
Target $33
BMOC
Outperform
HCP upgraded to Outperform at BMO Capital on improved balance sheet
As reported earlier, BMO Capital analyst John Kim upgraded HCP (HCP) to Outperform from Market Perform and raised his price target to $33 from $30. The analyst cites the company's balance sheet improvement after its recent $1B Mountain View asset sale to Google (GOOGL) and the resulting repositioning of its asset base to a "healthy mix of senior housing, life sciences, and Medical Office."

TODAY'S FREE FLY STORIES

LBY

Libbey

$5.75

0.15 (2.68%)

18:14
02/20/19
02/20
18:14
02/20/19
18:14
Earnings
Libbey sees FY19 revenue increase in low single digits, one estimate $806.6M »

Sees FY19 adjusted EBITDA…

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  • 21

    Feb

LBY

Libbey

$5.75

0.15 (2.68%)

18:13
02/20/19
02/20
18:13
02/20/19
18:13
Earnings
Libbey reports Q4 EPS (18c), two estimates 24c »

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  • 21

    Feb

NTES

NetEase

$232.66

3.11 (1.35%)

18:07
02/20/19
02/20
18:07
02/20/19
18:07
Hot Stocks
NetEase reports Q4 online game service revenues up 37.7% at $1.6B »

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  • 20

    Feb

NTES

NetEase

$232.66

3.11 (1.35%)

18:05
02/20/19
02/20
18:05
02/20/19
18:05
Hot Stocks
NetEase declares Q4 quarterly dividend of 48c vs 45c in Q3 »

The dividend is expected…

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  • 20

    Feb

NTES

NetEase

$232.66

3.11 (1.35%)

18:04
02/20/19
02/20
18:04
02/20/19
18:04
Earnings
NetEase reports Q4 EPS $2.66, consensus $1.54 »

Reports Q4 revenue…

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  • 20

    Feb

LEE

Lee Enterprises

$2.61

0.01 (0.38%)

18:04
02/20/19
02/20
18:04
02/20/19
18:04
Hot Stocks
Lee Enterprises board approves $10M stock repurchase program »

Lee Enterprises announced…

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KRNY

Kearny Financial

$13.48

-0.01 (-0.07%)

18:03
02/20/19
02/20
18:03
02/20/19
18:03
Hot Stocks
Kearny Financial raises quarterly dividend to 6c per share from 5c »

The dividend is payable…

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CPRT

Copart

$53.43

0.11 (0.21%)

18:02
02/20/19
02/20
18:02
02/20/19
18:02
Earnings
Breaking Earnings news story on Copart »

Copart reports Q2…

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  • 21

    Feb

  • 05

    Mar

CE

Celanese

$102.65

1.71 (1.69%)

18:02
02/20/19
02/20
18:02
02/20/19
18:02
Hot Stocks
Celanese raises Acetyl Intermediates price by 5c per lb »

Celanese will increase…

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CPRT

Copart

$53.43

0.11 (0.21%)

18:01
02/20/19
02/20
18:01
02/20/19
18:01
Earnings
Copart reports Q2 EPS 55c, consensus 51c »

Reports Q2 revenue…

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  • 21

    Feb

  • 05

    Mar

WPG

Washington Prime

$5.77

(0.00%)

17:50
02/20/19
02/20
17:50
02/20/19
17:50
Earnings
Breaking Earnings news story on Washington Prime »

Washington Prime sees…

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  • 21

    Feb

CPA

Copa Holdings

$89.89

-0.8 (-0.88%)

, GE

General Electric

$10.10

-0.03 (-0.30%)

17:49
02/20/19
02/20
17:49
02/20/19
17:49
Hot Stocks
Copa Airlines picks GE Aviation for digital records management »

Copa Airlines (CPA) has…

CPA

Copa Holdings

$89.89

-0.8 (-0.88%)

GE

General Electric

$10.10

-0.03 (-0.30%)

BA

Boeing

$421.61

5.21 (1.25%)

ERJ

Embraer

$20.52

-0.14 (-0.68%)

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

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  • 20

    Feb

  • 26

    Feb

  • 11

    Mar

  • 12

    Mar

  • 14

    Mar

  • 28

    May

WPG

Washington Prime

$5.77

(0.00%)

17:49
02/20/19
02/20
17:49
02/20/19
17:49
Earnings
Washington Prime reports Q4 AFFO 38c, one estimate 39c »

Reports Q4 revenue…

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03/08/13
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03/06/13
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  • 21

    Feb

RMAX

RE/MAX Holdings

$40.54

0.11 (0.27%)

17:48
02/20/19
02/20
17:48
02/20/19
17:48
Hot Stocks
RE/MAX Holdings raises quarterly dividend 5% to 21c per share »

The dividend is payable…

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  • 22

    Feb

  • 22

    Feb

  • 08

    Mar

  • 13

    Mar

MSA

MSA Safety

$100.06

-1.13 (-1.12%)

17:46
02/20/19
02/20
17:46
02/20/19
17:46
Earnings
MSA Safety reports Q4 adjusted EPS $1.27, consensus $1.27 »

Reports Q4 revenue…

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  • 21

    Feb

TFX

Teleflex

$286.65

4.57 (1.62%)

, PINC

Premier

$38.05

-0.03 (-0.08%)

17:31
02/20/19
02/20
17:31
02/20/19
17:31
Hot Stocks
Teleflex awarded SURPASS deal with Premier »

Teleflex (TFX) has been…

TFX

Teleflex

$286.65

4.57 (1.62%)

PINC

Premier

$38.05

-0.03 (-0.08%)

03/08/13
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03/06/13
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03/06/13
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  • 21

    Feb

  • 22

    Feb

  • 27

    Feb

  • 03

    Mar

  • 06

    Mar

AGI

Alamos Gold

$4.87

0.05 (1.04%)

17:31
02/20/19
02/20
17:31
02/20/19
17:31
Earnings
Alamos Gold reports Q4 adjusted EPS 1c, consensus 6c »

Reports Q4 revenue…

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  • 21

    Feb

NTR

Nutrien

$54.43

1.075 (2.02%)

17:30
02/20/19
02/20
17:30
02/20/19
17:30
Hot Stocks
Nutrien intends to renew share repurchase program »

Nutrien announced that…

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  • 24

    Feb

  • 24

    Feb

  • 27

    Feb

  • 27

    Feb

AKRX

Akorn

$4.03

-0.42 (-9.44%)

, FSNUY

Fresenius SE

$0.00

(0.00%)

17:28
02/20/19
02/20
17:28
02/20/19
17:28
Hot Stocks
Akorn 'strongly contests' Fresenius' proposed amended claims »

Akorn, Inc. (AKRX) said…

AKRX

Akorn

$4.03

-0.42 (-9.44%)

FSNUY

Fresenius SE

$0.00

(0.00%)

03/08/13
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  • 28

    Feb

  • 28

    Feb

  • 01

    May

MESO

Mesoblast

$4.28

0.13 (3.13%)

17:26
02/20/19
02/20
17:26
02/20/19
17:26
Earnings
Mesoblast reports 1H19 $44.1M loss versus 1H18 profit of $6.7M »

In the first half FY2019…

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  • 20

    Feb

KODK

Kodak

$3.03

-0.045 (-1.47%)

17:21
02/20/19
02/20
17:21
02/20/19
17:21
Hot Stocks
Kodak names Jim Continenza executive chairman »

The board of directors of…

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MIC

Macquarie Infrastructure

$43.17

-0.2 (-0.46%)

17:20
02/20/19
02/20
17:20
02/20/19
17:20
Hot Stocks
Macquarie Infrastructure sees FY19 EBITDA $610M-$635M vs. $601.9M last year »

Sees FY19 free cash flow…

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  • 21

    Feb

MIC

Macquarie Infrastructure

$43.17

-0.2 (-0.46%)

17:19
02/20/19
02/20
17:19
02/20/19
17:19
Earnings
Macquarie Infrastructure reports Q4 adj. EBITDA $152.4M vs. $159.6M last year »

Reports Q4 revenue…

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  • 21

    Feb

CAKE

Cheesecake Factory

$46.42

-0.07 (-0.15%)

17:16
02/20/19
02/20
17:16
02/20/19
17:16
Hot Stocks
Breaking Hot Stocks news story on Cheesecake Factory »

Cheesecake Factory sees…

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  • 20

    Feb

  • 03

    Mar

  • 06

    Mar

CAKE

Cheesecake Factory

$46.42

-0.07 (-0.15%)

17:16
02/20/19
02/20
17:16
02/20/19
17:16
Earnings
Cheesecake Factory sees Q1 adjusted EPS 58c-62c, consensus 61c »

Guidance taken from Q4…

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