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TDOC

Teladoc

$55.49

-0.08 (-0.14%)

, UNH

UnitedHealth

$247.67

2.63 (1.07%)

08:09
01/14/19
01/14
08:09
01/14/19
08:09

Baird upgrades Teladoc to Outperform on valuation, UnitedHealth deal potential

As reported previously, Baird analyst Matthew Gillmor upgraded Teladoc (TDOC) to Outperform from Neutral. The analyst believes it remains an attractive secular growth story as plan sponsors are reconfiguring benefit designs for "virtual first" healthcare. He also believes its valuation is looking more attractive and the Street estimates appear achievable. Gillmor also believes the company is working on a contract with UnitedHealth (UNH) to serve a large patient population within the latter, which would be a positive catalyst. Gillmor has an $80 price target on Teladoc shares.

TDOC

Teladoc

$55.49

-0.08 (-0.14%)

UNH

UnitedHealth

$247.67

2.63 (1.07%)

  • 15

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    Feb

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    May

TDOC Teladoc
$55.49

-0.08 (-0.14%)

12/06/18
PIPR
12/06/18
NO CHANGE
Target $88
PIPR
Overweight
Teladoc weakness on SIRF report a buying opportunity, says Piper Jaffray
After the Southern Investigative Reporting Foundation, or SIRF, published a report including allegations of a workplace relationship between Teladoc CFO Mark Hirschhorn and an employee, Piper Jaffray analyst Sean Wieland said he believes the CFO being replaced is unlikely given the company's earlier investigation. While he believes it is important for the company to take steps to promote a fair, inclusive, and equitable workplace, Wieland noted that alleged actions of the CFO don't affect the telehealth market, nor the company's product offerings or demand for the service. Given that, and his belief that the risk of a CFO change is unlikely, he recommends buying on weakness and keeps an Overweight rating and $88 price target on Teladoc shares.
01/04/19
OPCO
01/04/19
NO CHANGE
Target $31
OPCO
Outperform
Healthcare IT pullbacks create 'great' opportunities, says Oppenheimer
Oppenheimer analyst Mohan Naidu says that recent pullbacks are creating some "great" opportunities in Healthcare IT and believes, in particular, Evolent Health (EVH), Omnicell (OMCL), Tabula Rasa HealthCare (TRHC) and Teledoc (TDOC) stand out. In a research note to investors, Naidu contends that Evolent will gain from the finalized CMS regulations and increased push to risk-based models, and says Omnicell's story is significantly de-risked with traction in XT implementations. He also adds that Tabula Rasa should deliver on multiple growth drivers brewing in 2019 including PACE. and that despite the near-term distractions, Teledoc's story remains intact with significant telehealth adoption and utilization focus.
01/08/19
PIPR
01/08/19
NO CHANGE
PIPR
Overweight
Piper survey finds 'remarkable increase' in receptivity to telemedicine
Piper Jaffray analyst Sean Wieland says his firm's third annual consumer healthcare survey reveals a "remarkable increase" in consumer receptivity to telemedicine. The likelihood of someone choosing telemedicine has doubled year-over-year to 61% versus 28%, and half of consumers suggest they would consider a virtual behavioral therapist, Wieland tells investors in a research note. Even the 65 and over population is warming up to telemedicine, says the analyst. He reiterates an Overweight rating on Teladoc (TDOC). Wieland also believes Evolent Health (EVH) and Cerner (CERN) are well positioned for this trend.
01/14/19
BARD
01/14/19
UPGRADE
BARD
Outperform
Teladoc upgraded to Outperform from Neutral at Baird
UNH UnitedHealth
$247.67

2.63 (1.07%)

11/30/18
PIPR
11/30/18
NO CHANGE
Target $177
PIPR
Overweight
LabCorp selloff brings long-term buying opportunity, says Piper Jaffray
LabCorp (LH) this morning followed Quest Diagnostics' (DGX) lead and lowered its guidance due to lower volumes in the Diagnostics business, Piper Jaffray analyst William Quirk tells investors in a research note. The analyst, however, believes the volume softness is "largely short-term" when excluding UnitedHealth (UNH) and provides a long-term buying opportunity. He keeps an Overweight rating on LabCorp but lowered his price target for the shares to $177 from $180 to "reflect this setback."
12/03/18
12/03/18
DOWNGRADE
Target $152

Hold
LabCorp downgraded to Hold at Craig-Hallum on headwinds ahead
As previously reported, Craig-Hallum analyst Kevin Ellich downgraded LabCorp (LH) to Hold from Buy as he believes volume and reimbursement headwinds will intensify in 2019 keeping a lid on the stock. While lower 23andMe volume is understandable due to lower than forecast Black Friday and Cyber Monday sales, the analyst is concerned about lower volume from hospitals, which might be attributable to hospitals keeping more testing in-house, especially with physician-owned practices. Given the lowered 2018 outlook and increased pressure in 2019, Ellich also reduced his estimates and lowered his price target on the shares to $152 from $193. Overall, the analyst argues that lost UnitedHealth (UNH) exclusivity starts snowball effect as "Winter is coming" for LabCorp with lowered FY18 guidance.
12/17/18
ARGS
12/17/18
NO CHANGE
Target $295
ARGS
Buy
UnitedHealth price target raised to $295 from $285 at Argus
Argus analyst David Toung raised his price target on UnitedHealth shares to $295 from $285 after the company projected strong earnings growth next year in both its UnitedHealthcare and Optum segments at its recent investor day. Based on the updated guidance he raised his adjusted EPS estimates for 2018 and 2019, noted Toung, who keeps a Buy rating on the stock, citing the company's expanding margins and strong growth outlook.
01/14/19
SPHN
01/14/19
INITIATION
Target $287
SPHN
Overweight
UnitedHealth initiated with an Overweight at Stephens
Stephens analyst Scott Fidel initiated coverage of 11 Managed Care and Healthcare Facilities stocks, telling investors that overall he is constructive on managed care and selective on hospitals. He started UnitedHealth with an Overweight rating and $287 price target, telling investors that he believes the company still has among the strongest near-term and long-term growth prospects in the sector despite its "unmatched size and scale." Fidel cites UnitedHealth's leading market position in MA, "outsized growth ambitions" for OptumCare, and expansion into global healthcare markets being in its early stages.

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TCEHY

Tencent

$0.00

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BAESY

BAE Systems

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AMZN

Amazon.com

$1,696.01

4.01 (0.24%)

, COST

Costco

$213.59

2.15 (1.02%)

12:50
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AMZN

Amazon.com

$1,696.01

4.01 (0.24%)

COST

Costco

$213.59

2.15 (1.02%)

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VNO

Vornado

$66.40

1.04 (1.59%)

, KRC

Kilroy Realty

$68.23

0.21 (0.31%)

12:45
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Kilroy, Vornado Realty have 'solid' prospects, Barron's says »

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VNO

Vornado

$66.40

1.04 (1.59%)

KRC

Kilroy Realty

$68.23

0.21 (0.31%)

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  • 05

    Feb

GOLD

Barrick Gold

$11.78

-0.11 (-0.93%)

, GG

Goldcorp

$10.37

0.04 (0.39%)

12:41
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Gold mining stocks 'an unalloyed bargain,' Barron's says »

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GOLD

Barrick Gold

$11.78

-0.11 (-0.93%)

GG

Goldcorp

$10.37

0.04 (0.39%)

NEM

Newmont Mining

$31.77

0.15 (0.47%)

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TECH

Bio-Techne

$163.24

1.16 (0.72%)

, A

Agilent

$71.93

1.16 (1.64%)

12:29
01/19/19
01/19
12:29
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12:29
Periodicals
Rising demand benefiting Illumina, Thermo Fisher, Barron's says »

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TECH

Bio-Techne

$163.24

1.16 (0.72%)

A

Agilent

$71.93

1.16 (1.64%)

DHR

Danaher

$107.43

1.88 (1.78%)

TMO

Thermo Fisher

$240.72

2.55 (1.07%)

ILMN

Illumina

$312.66

2.53 (0.82%)

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ATVI

Activision Blizzard

$48.64

1.26 (2.66%)

, EA

Electronic Arts

$92.50

3.19 (3.57%)

12:22
01/19/19
01/19
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12:22
Periodicals
EA, Activision struggling to survive a Fortnite World, Barron's says »

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ATVI

Activision Blizzard

$48.64

1.26 (2.66%)

EA

Electronic Arts

$92.50

3.19 (3.57%)

NFLX

Netflix

$339.20

-14.02 (-3.97%)

03/08/13
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AIMT

Aimmune

$22.90

0.26 (1.15%)

, CELG

Celgene

$86.27

-0.32 (-0.37%)

09:01
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On The Fly
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AIMT

Aimmune

$22.90

0.26 (1.15%)

CELG

Celgene

$86.27

-0.32 (-0.37%)

BIIB

Biogen

$337.46

-0.93 (-0.27%)

CMRE

Costamare

$4.97

0.09 (1.84%)

DAC

Danaos

$0.90

0.05 (5.88%)

DCIX

Diana Containerships

$0.90

-0.02 (-2.17%)

TGH

Textainer

$13.34

0.57 (4.46%)

NM

Navios Maritime

$2.73

-0.04 (-1.44%)

YRCM

Rogers Cantel

$0.00

(0.00%)

EXPD

Expeditors

$69.34

1.43 (2.11%)

LEN

Lennar

$44.11

-0.64 (-1.43%)

KBH

KB Home

$20.30

-0.28 (-1.36%)

PHM

PulteGroup

$26.58

-0.27 (-1.01%)

Z

Zillow

$33.93

0.35 (1.04%)

ZG

Zillow

$33.74

0.35 (1.05%)

RLGY

Realogy

$18.27

-0.155 (-0.84%)

RDFN

Redfin

$18.49

0.48 (2.67%)

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$16.78

0.16 (0.96%)

F

Ford

$8.59

0.23 (2.75%)

GM

General Motors

$38.63

0.35 (0.91%)

HMC

Honda

$29.77

0.22 (0.74%)

NSANY

Nissan

$0.00

(0.00%)

TM

Toyota

$125.40

0.505 (0.40%)

VLKAY

Volkswagen

$0.00

(0.00%)

VC

Visteon

$76.43

4.85 (6.78%)

ADNT

Adient

$19.78

1.59 (8.74%)

AXL

American Axle

$14.62

0.45 (3.18%)

DLPH

Delphi Technologies

$15.94

0.44 (2.84%)

APTV

Aptiv

$72.91

1.77 (2.49%)

BWA

BorgWarner

$40.60

0.54 (1.35%)

LEA

Lear

$151.67

0.98 (0.65%)

TEN

Tenneco

$34.61

1.125 (3.36%)

MGA

Magna

$50.91

0.78 (1.56%)

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ASLN

Aslan Pharmaceuticals

$3.55

(0.00%)

, FPRX

Five Prime

$11.20

0.53 (4.97%)

04:55
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Conference/Events
American Society of Clinical Oncology to hold a symposium »

ASCO GI 2019 Symposium…

ASLN

Aslan Pharmaceuticals

$3.55

(0.00%)

FPRX

Five Prime

$11.20

0.53 (4.97%)

KURA

Kura Oncology

$15.70

-0.06 (-0.38%)

ZLAB

Zai Lab

$25.98

-0.05 (-0.19%)

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04:55
01/19/19
01/19
04:55
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04:55
Conference/Events
Deutsche Bank to hold a conference »

17th Annual dbAccess…

TCCO

Technical Comm Corp

$2.61

-0.19 (-6.79%)

18:02
01/18/19
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18:02
Hot Stocks
Technical Comm Corp reports notice of failure to satisfy Nasdaq rule »

Technical Communications…

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SNAP

Snap

$6.19

0.455 (7.93%)

17:38
01/18/19
01/18
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17:38
Periodicals
Snap exec fired due to undisclosed relationship with consultant, Cheddar says »

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SSW

Seaspan

$9.16

0.16 (1.78%)

17:33
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17:33
Syndicate
Breaking Syndicate news story on Seaspan »

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TXT

Textron

$49.38

0.75 (1.54%)

17:30
01/18/19
01/18
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17:30
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Textron subsidiary awarded $439.56M government contract modification »

Bell Helicopter Textron…

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TAC

TransAlta

$4.91

0.04 (0.82%)

17:28
01/18/19
01/18
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17:28
Hot Stocks
Mangrove Partners reports 9.4% passive stake in TransAlta »

In a regulatory filing,…

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TDS

Telephone and Data

$36.27

0.42 (1.17%)

17:27
01/18/19
01/18
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17:27
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Telephone and Data's Meyers sells 80,465 common shares »

In a regulatory filing,…

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GWPH

GW Pharmaceuticals

$137.24

2.59 (1.92%)

17:03
01/18/19
01/18
17:03
01/18/19
17:03
Syndicate
Breaking Syndicate news story on GW Pharmaceuticals »

GW Pharmaceuticals files…

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FCSC

Fibrocell Science

$2.03

0.03 (1.50%)

16:55
01/18/19
01/18
16:55
01/18/19
16:55
Syndicate
Breaking Syndicate news story on Fibrocell Science »

Fibrocell Science files…

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ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

, ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

16:49
01/18/19
01/18
16:49
01/18/19
16:49
Conference/Events
EnLink Midstream Partners to hold a special shareholder meeting »

Special Shareholder…

ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

03/08/13
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  • 23

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FDX

FedEx

$176.97

3.72 (2.15%)

16:49
01/18/19
01/18
16:49
01/18/19
16:49
Hot Stocks
FedEx establishes voluntary buyout program for U.S. workers »

FedEx said in a…

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    Mar

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  • 01

    Apr

  • 02

    Apr

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

, ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

16:48
01/18/19
01/18
16:48
01/18/19
16:48
Conference/Events
EnLink Midstream Companies to hold a special shareholder meeting »

Special Shareholder…

ENLK

EnLink Midstream Partners

$13.58

0.51 (3.90%)

ENLC

EnLink Midstream

$11.75

0.4 (3.52%)

03/08/13
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  • 23

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MKL

Markel

$1,067.03

13.52 (1.28%)

16:36
01/18/19
01/18
16:36
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16:36
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Markel says Anthony Belisle, Alissa Fredricks no longer with company »

Markel Corporation said…

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NILSY

Norilsk Nickel

$0.00

(0.00%)

16:35
01/18/19
01/18
16:35
01/18/19
16:35
Downgrade
Norilsk Nickel rating change at Goldman Sachs »

Norilsk Nickel downgraded…

03/08/13
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JNJ

Johnson & Johnson

$130.65

1.54 (1.19%)

, ABBV

AbbVie

$89.51

2.28 (2.61%)

16:33
01/18/19
01/18
16:33
01/18/19
16:33
Hot Stocks
AbbVie: Phase 3 study of ibrutinib did not meet primary endpoint »

AbbVie (ABBV) announced…

JNJ

Johnson & Johnson

$130.65

1.54 (1.19%)

ABBV

AbbVie

$89.51

2.28 (2.61%)

03/08/13
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FOMX

Foamix

$3.70

-0.14 (-3.65%)

16:32
01/18/19
01/18
16:32
01/18/19
16:32
Conference/Events
Foamix to host research and development day »

Research and Development…

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