Breaking News Instant updates and real-time market news.

CI

Cigna

$181.09

-4.85 (-2.61%)

, UTX

United Technologies

$122.47

1.72 (1.42%)

20:02
02/08/19
02/08
20:02
02/08/19
20:02

Third Point buys Cigna, sells United Technologies, Alibaba and Netflix in Q4

Dan Loeb's Third Point disclosed in an SEC filing its holdings as of December 31, 2018. Third Point had one new buy in the quarter, it bought 575,000 shares of Cigna (CI). The fund exited 10 positions during the quarter, including by size of previous position, United Technologies (UTX), Alibaba (BABA), Microsoft (MSFT), Netflix (NFLX) and Marathon Petroleum (MPC). Third Point increased its stake in four holdings, Salesforce (CRM), Campbell Soup (CPB), Shire (SHPG) and Iqvia Holdings (IQV). The fund reduced its stake in 12 holdings, including by size of previous position, Baxter (BAX), PayPal (PYPL), DowDuPont (DWDP), American Express (AXP) and Constellation Brands (STZ). Third Point's top holdings as of December 31, 2018, in order of size, were Baxter, Campbell Soup, DowDuPont, PayPal and Danaher (DHR).

CI

Cigna

$181.09

-4.85 (-2.61%)

UTX

United Technologies

$122.47

1.72 (1.42%)

BABA

Alibaba

$167.36

0.39 (0.23%)

MSFT

Microsoft

$105.74

0.44 (0.42%)

NFLX

Netflix

$347.53

2.73 (0.79%)

MPC

Marathon Petroleum

$62.71

-0.95 (-1.49%)

CRM

Salesforce

$156.67

1.78 (1.15%)

CPB

Campbell Soup

$34.27

0.07 (0.20%)

SHPG

Shire

$0.00

(0.00%)

IQV

Iqvia

$128.77

-0.84 (-0.65%)

BAX

Baxter

$71.44

0.33 (0.46%)

PYPL

PayPal

$91.83

0.97 (1.07%)

DWDP

DowDuPont

$51.70

-0.48 (-0.92%)

AXP

American Express

$104.50

0.13 (0.12%)

STZ

Constellation Brands

$175.19

1.17 (0.67%)

DHR

Danaher

$109.35

0.77 (0.71%)

  • 10

    Feb

  • 12

    Feb

  • 14

    Feb

  • 18

    Feb

  • 19

    Feb

  • 25

    Feb

  • 25

    Feb

  • 27

    Feb

  • 27

    Feb

  • 03

    Mar

  • 03

    Mar

  • 04

    Mar

  • 06

    Mar

  • 07

    Mar

  • 13

    Mar

  • 18

    Mar

  • 24

    Apr

  • 18

    May

  • 28

    May

CI Cigna
$181.09

-4.85 (-2.61%)

02/04/19
PIPR
02/04/19
NO CHANGE
Target $227
PIPR
Overweight
Piper Jaffray likes the set-up for Cigna shares in 2019
Piper Jaffray analyst Sarah James likes the set-up for Cigna (CI) in 2019. The company has built 25c-50c of conservatism into its earnings guidance and has potential for a "strong" 2020 driven by better cost trend control, its specialty business, and working down the $200M stranded overhead cost from Anthem's departure, James tells investors in a research note. Further, the analyst does not have the pharmacy benefits manager volume coming back in-house from UnitedHealth (UNH) in her numbers yet, which she sees as "likely upside to 2021." The analyst also believes Cigna "screens as cheap" at 10.6 times expected 2020 earnings. James reiterates an Overweight rating on the shares with a $227 price target.
02/01/19
GSCO
02/01/19
NO CHANGE
GSCO
Conviction Buy
Cigna provided 'much needed clarity' on earnings call, says Goldman Sachs
Goldman Sachs analyst Stephen Tanal said Cigna's "extensive details" on its Q4 earnings call provided "much needed visibility" and clarity and boosted his confidence. Rebate guarantees are not expected to be a headwind in 2019 and the company does not expect the proposed rule from HHS to remove the safe harbor for rebates to have a meaningful impact on growth or its earnings trajectory, Tanal tells investors. He reiterates a Buy rating on Cigna shares and keeps it on the firm's Conviction List.
01/31/19
MSCO
01/31/19
NO CHANGE
Target $391
MSCO
Overweight
Anthem price target raised to $391 from $372 at Morgan Stanley
Morgan Stanley analyst Zack Sopcak said Anthem's (ANTM) launch of IngenioRx three quarters early, giving it a presence in the 2020 selling season, leads him to see an increased likelihood of gaining share as compared to entry in the 2021 selling season when CVS Health (CVS) and Cigna (CI) would have more time for their marketing messages to mature post their respective mergers. While also noting that Anthem's 2019 guidance for EPS of $19+ came in well above estimates, Sopcak raised his price target on the stock to $391 from $372 and reiterated as a top pick with an Overweight rating.
01/16/19
MSCO
01/16/19
NO CHANGE
MSCO
Morgan Stanley says UnitedHealth, Walgreens could benefit from CVS-Walmart fight
After CVS Health (CVS) announced Walmart (WMT) will leave Caremark's commercial and Managed Medicaid retail pharmacy networks at the end of April 2019, analysts at Morgan Stanley discussed the potential impact of the fight to both companies and to competitors. Analyst Ricky Goldwasser said the dispute "brings back memories" of the Express Scripts (ESRX) and Walgreens (WBA) breakup in 2011, but unlike in that case it is only the early days of the 2019/2020 selling season, not after the selling season concluded. Walmart's plans to leave should have a limited impact on CVS' FY19 EPS power, but adds uncertainty to PBM selling season if not resolved in the near-term, said Goldwasser. Morgan Stanley's Simeon Gutman said that if the dispute is not resolved, it could end up reducing Walmart's EBIT by about $260M in 2019, which he estimates could have a 7c, or 1.5%, impact on EPS. In terms of who may benefit if no resolution is reached, the team estimates both Walgreens and CVS retail could gain an incremental 25 bps of pharmacy share and that UnitedHealth's (UNH) Optum and Cigna (CI) could see a step up in PBM selling season win rates. However, given Walmart's relatively low share, they view the PBM share opportunity as "minimal."
UTX United Technologies
$122.47

1.72 (1.42%)

02/01/19
GSCO
02/01/19
UPGRADE
GSCO
Conviction Buy
United Technologies upgraded to Conviction Buy from Buy at Goldman Sachs
02/01/19
02/01/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. United Technologies (UTX) upgraded to Conviction Buy from Buy at Goldman Sachs. 2. Eldorado Gold (EGO) upgraded to Outperform from Sector Perform at National Bank and to Outperform from Market Perform at BMO Capital. 3. Baxter (BAX) upgraded to Equal Weight from Underweight at Barclays with analyst Kristen Stewart saying over the past three months, expectations for the company have been reset, making a neutral rating more appropriate. The analyst also raised her price target for the shares to $72 from $67. 4. Cooper Companies (COO) upgraded to Overweight from Equal Weight at Stephens with analyst Chris Cooley saying he believes that the company is positioned to boost its earnings guidance, citing a stronger growth of its single-use daily SiH contact lens sales, above-forecast Paragard sales, and more modest FX-related headwinds than previously anticipated. 5. Allegiant Travel (ALGT) upgraded to Outperform from In-Line at Imperial Capital with analyst Michael Derchin saying he views the shares as attractive after the company's fiscal 2019 earnings outlook came in well ahead of his expectations. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/01/19
GSCO
02/01/19
UPGRADE
Target $153
GSCO
Conviction Buy
Goldman Sachs adds United Technologies to Conviction List with $153 target
Goldman Sachs analyst Noah Poponak earlier today added United Technologies to his firm's Conviction List while keeping a Buy rating on the name. He raised his price target for the shares to $153 from $152. Consensus estimates have started to be driven higher and the stock should follow, Poponak told investors in a research note. Further, the analyst believes United Technologies' Q4 results "cleaned up some concerns," with better than expected earnings and cash guidance, "strong" aftermarket despite a tough comp, a sequentially higher Otis margin, the breakup timeline pull forward, and "really solid Collins numbers across the board." Poponak also sees value in United Technologies' sum-of-the-parts with the company pulling the planned break-up timeline forward to spring 2020. The stock in morning trading is up 92c to $118.99.
02/08/19
MSCO
02/08/19
NO CHANGE
Target $155
MSCO
Overweight
Morgan Stanley says 'stay involved' with United Technologies, ups target to $155
Morgan Stanley analyst Rajeev Lalwani believes the next 1-2 quarters will "get interesting" for United Technologies, laying out three reasons he sees to "stay involved" in the stock in the near-term. Namely, he thinks the company is at a "now or never" moment in regard to strategic actions; there is growing potential around trade resolution; and the recently accelerated timetable for its split means investors are getting closer to realizing the 30% sum-of-the-parts discount he sees in the stock, Lalwani tells investors. He reiterated an Overweight rating on United Technologies shares and raised his price target to $155 from $145.
BABA Alibaba
$167.36

0.39 (0.23%)

01/31/19
RHCO
01/31/19
NO CHANGE
Target $200
RHCO
Buy
Alibaba price target raised to $200 from $180 at SunTrust
SunTrust analyst Youssef Squali raised his price target on Alibaba to $200 and kept his Buy rating after its Q3 earnings beat, saying the company has executed in spite of the "increasingly challenging macro economic/political backdrop". The analyst adds that Alibaba's secular growth drivers of rising China consumption, healthy household balance sheets, and retail digitization remain intact, even though he is a bit more cautious about the macro uncertainty, regulatory tightening, and the management's "decision to postpone monetization of new recommendation feed ".
01/31/19
KEYB
01/31/19
NO CHANGE
Target $210
KEYB
Overweight
Alibaba price target raised to $210 from $200 at KeyBanc
KeyBanc analyst Hans Chung raised his price target for Alibaba to $210 from $200 saying that despite slowing in the macroeconomy, the company delivered better results in its Chinese retail marketplace. The impact of transitioning to recommendation feeds appeared better than feared and he believes the transition has increased engagement and transaction conversion and will likely yield incremental growth opportunity in future when the company begins to monetize feed traffic. The analyst reiterates an Overweight rating on the shares.
01/31/19
OPCO
01/31/19
NO CHANGE
Target $195
OPCO
Outperform
Alibaba price target raised to $195 from $185 at Oppenheimer
Oppenheimer analyst Jason Helfstein raised his price target for Alibaba to $195 from $185 on strong Q3 core commerce results. The analyst reiterates an Outperform rating on the shares.
01/30/19
JPMS
01/30/19
NO CHANGE
JPMS
Overweight
JPMorgan more positive on Alibaba earnings growth outlook
JPMorgan analyst Alex Yao says he's turning more positive on Alibaba's earnings growth outlook following this morning's fiscal Q3 results. The analyst sees the company's advertising revenue growing to 32% year-over-year in the March quarter driven by traffic, engagement and search algorithm optimization. The acceleration of "highly profitable" ads revenue should lead to faster earnings growth, Yao tells investors in a post-earnings research note. He recommends investors own Alibaba given the resilience of its core commerce growth outlook.
MSFT Microsoft
$105.74

0.44 (0.42%)

01/31/19
FBCO
01/31/19
NO CHANGE
Target $125
FBCO
Outperform
Microsoft fundamentals intact, says Credit Suisse
Credit Suisse analyst Brad Zelnick notes that strong Microsoft Azure revenue growth is the highlight of an otherwise in line December quarter and reinforces his thesis that it remains a key beneficiary of the migration to public and hybrid cloud. He reiterates an Outperform rating and $125 price target on the shares.
01/31/19
STFL
01/31/19
NO CHANGE
Target $120
STFL
Buy
Microsoft short-term PC issues shouldn't obscure secular strength, says Stifel
Stifel analyst Brad Reback said Microsoft delivered another solid quarter and he thinks short-term PC and foreign exchange issues should not be allowed to obscure the company's strength from its leverage to several secular trends, such as hyperscale/hybrid cloud, SaaS, and gaming. These drivers, coupled with a favorable IT backdrop, Win10 replacement cycle, strong execution, and expense discipline, should enable continued operating profit and free cash flow growth, said Reback, who keeps a Buy rating and $120 price target on Microsoft shares.
01/31/19
KEYB
01/31/19
NO CHANGE
Target $125
KEYB
Overweight
Microsoft secular cloud growth remains intact, says KeyBanc
KeyBanc analyst Brent Bracelin notes that underlying cloud fundamentals for Microsoft remain robust, albeit masked this quarter by a $404M shortfall in Gaming and Windows. The analyst continues to be a buyer of Microsoft on robust cloud trends. He reiterates an Overweight rating and $125 price target on the shares.
01/31/19
MSCO
01/31/19
NO CHANGE
Target $140
MSCO
Overweight
Microsoft core secular drivers remain strong, says Morgan Stanley
Microsoft's key secular growth drivers sustained well in Q2, with an acceleration to 22% commercial bookings growth and Azure sustaining 76% growth, which comes in contrast to mounting investor concerns on weakening IT spending and negative data points from component suppliers, Morgan Stanley analyst Keith Weiss tells investors. However, component shortages led to a weaker Windows OEM business, which reminds investors that "transactional risks remain in the Microsoft business," Weiss added. Citing his view that Microsoft remains the best positioned name in tech for the emerging Hybrid Cloud architecture, he keeps an Overweight rating and $140 price target on the stock.
NFLX Netflix
$347.53

2.73 (0.79%)

01/18/19
RBCM
01/18/19
NO CHANGE
Target $480
RBCM
Outperform
Netflix price target raised to $480 from $450 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Netflix to $480 and kept his Outperform rating after its "strong" Q4 results that showed global paid subscriber growth accelerating. The analyst says that "pulling the pricing lever" should therefore be successful, anticipating Netflix operating margin expansion to continue. Mahaney maintains his positive long term thesis on Netflix as a "truly compelling value proposition with global appeal" and "defined growth" given that its viewership still accounts for only 10% of all TV viewing hours in the U.S.
01/29/19
BOFA
01/29/19
NO CHANGE
Target $450
BOFA
Buy
Street estimates for Netflix missing gradual margin ramp, says BofA/Merrill
BofA/Merrill analyst Nat Schindler notes that Netflix guidance implies a gradual ramp in margins from Q1 to Q4. But current Street estimates call for 15.1% operating margin in Q3, and 14.2% operating margin in Q4, which does not address the company's call for a gradual increase throughout 2019 with sequential margin expansion between Q3 and Q4, he contends. Further, Schindler points out that management commentary on the sell-side callback suggested that continued sequential improvement in operating margins from Q4 of 2019 into 2020 was reasonable and likely, making Street operating margin estimates of 16.4% for 2020 seem low. The analyst reiterates a Buy rating and $450 price target on the shares.
02/05/19
IMPC
02/05/19
NO CHANGE
Target $463
IMPC
Outperform
Imperial raises Netflix sub estimates on return of five 'stalwart shows'
Imperial Capital analyst raised his David Miller raised his 2019 global streaming subscriber estimate for Netflix to 172.9M from 171.8M. This allowed the analyst to raise his fiscal 2019 revenue estimate from $20.2B from $19.8B, EBITDA estimate to $2.74B from $2.65B and earnings per share estimate to $4.06 from $3.99. Research reveals that Netflix subscribers will see additional seasons of five hit series return this year: season three of 13 Reasons Why, season seven of Orange is the New Black, season three of Glow, season three of Stranger Things and season three of The Crown, Miller tells investors in a research note. These series are "stalwart shows" for the Netflix platform, and usually result in subscriber additions beyond guidance, says the analyst. Miller maintains an Outperform rating on Netflix with a $463 price target.
02/05/19
JPMS
02/05/19
NO CHANGE
Target $1250
JPMS
Overweight
JPMorgan keeps Overweight on Alphabet but continues to prefer other FANGs
Alphabet's (GOOG) Q4 "continues to prove challenging on the bottom line" as the company now had a string of lighter than expected Q4's in terms of operating income and margins, JPMorgan analyst Doug Anmuth tells investors in a post-earnings research note. While the quarter is seasonally strong for advertising, it also comes with higher content costs for YouTube, more marketing spending, and a spike in low-margin hardware, says the analyst. Overall, though, Anmuth believes Alphabet continues to execute well as evidenced by both the acceleration and long-term stability in its sales growth. He maintains an Overweight rating on the shares, but prefers other FANG names Facebook (FB), Amazon (AMZN) and Netflix (NFLX) to Google. The analyst lowered his price target for the latter to $1,250 from $1,270.
MPC Marathon Petroleum
$62.71

-0.95 (-1.49%)

01/10/19
PIPR
01/10/19
INITIATION
Target $72
PIPR
Overweight
Marathon Petroleum assumed with an Overweight at Piper Jaffray
Piper Jaffray analyst Blake Fernandez assumed coverage of Marathon Petroleum with an Overweight rating and $72 price target.
12/26/18
STPT
12/26/18
INITIATION
STPT
Accumulate
Marathon Petroleum initiated with an Accumulate at Standpoint Research
Standpoint Research analyst Ronnie Moas started Marathon Petroleum with an Accumulate rating.
02/06/19
02/06/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Nasdaq (NDAQ) initiated with a Buy at Argus. 2. Marinus Pharmaceuticals (MRNS) initiated with an Outperform at Leerink. 3. PolyOne (POL) initiated with a Buy at Buckingham. 4. Marathon Petroleum (MPC) initiated with an Outperform at Macquarie. 5. CymaBay (CBAY) initiated with a Neutral at B. Riley FBR.This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
02/05/19
MACQ
02/05/19
INITIATION
MACQ
Outperform
Marathon Petroleum initiated with an Outperform at Macquarie
CRM Salesforce
$156.67

1.78 (1.15%)

02/06/19
MSCO
02/06/19
NO CHANGE
Target $36
MSCO
Equal Weight
ServiceMaster guidance likely to surprise to the downside, says Morgan Stanley
Morgan Stanley analyst Toni Kaplan said she expects ServiceMaster (SERV) management to guide to adjusted EBITDA that is materially below current consensus estimates when the company reports Q4 earnings later this month. She believes consensus has not built in higher costs from dis-synergies and a $9M investment related to its new partnership with Salesforce.com (CRM). She also expects investors to focus on Terminix organic sales growth guidance, which she predicts will be guided at roughly 2%. In a case where the company issues below-consensus FY19 adjusted EBITDA guidance with 2% or less organic revenue growth for Terminix, which she views as the most likely scenario, Kaplan sees the stock declining 7%. If the EBITDA guidance misses but Terminix organic revenue growth is guided to be 2.5% or better at the midpoint, Kaplan expects the stock to be flat. In a scenario where FY19 EBITDA guidance is in-line and Terminix organic growth guidance is 2.5% or better, Kaplan sees the stock increasing 5%. She keeps an Equal Weight rating on ServiceMaster with a $36 price target.
01/09/19
ATLE
01/09/19
INITIATION
Target $179
ATLE
Overweight
Salesforce initiated with an Overweight at Atlantic Equities
Atlantic Equities analyst Dimitri Kallianiotis started Salesforce with an Overweight rating and $179 price target, stating that AI favors the dominant cloud providers in this "winner takes all" environment and he believes Salesforce is best positioned to benefit from AI as the most promising use cases are currently in sales and marketing.
01/16/19
SPHN
01/16/19
INITIATION
Target $183
SPHN
Overweight
Salesforce initiated with an Overweight at Stephens
Stephens analyst James Rutherford initiated Salesforce with an Overweight rating, stating that he believes its opportunities "remain robust" and noting that he expects the company to eclipse a $30B run rate for revenue in calendar year 2023. Salesforce has a competitive advantage in a very large and fast-growing market and the current valuation is attractive, contends Rutherford, who set a $183 price target on the shares.
02/06/19
BMOC
02/06/19
NO CHANGE
Target $145
BMOC
Market Perform
Tableau price target raised to $145 from $125 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on Tableau (DATA) to $145 after its 2019 annual recurring revenue growth outlook of mid-30%. The analyst notes that while the management affirmed its FY19 revenue view, the ARR outlook should support investor interest. Bachman is also keeping his Market Perform rating on Tableau, stating that Adobe (ADBE) and salesforce (CRM) are his preferred companies in the space given their growth profiles.
CPB Campbell Soup
$34.27

0.07 (0.20%)

09/05/18
WOLF
09/05/18
DOWNGRADE
WOLF
Underperform
Campbell Soup downgraded to Underperform from Peer Perform at Wolfe Research
01/02/19
BOFA
01/02/19
NO CHANGE
BOFA
Top 10 US Ideas for Q1 2019 at BofA/Merrill
BofA/Merrill's Alpha Generation Research team introduced its latest Top 10 US Ideas for Q1 2019. The list consists of 9 Buys that are Cigna (CI), Disney (DIS), Equinix (EQIX), Honeywell (HON), Lockheed Martin (LMT), Marvell (MRVL), Procter & Gamble (PG), AT&T (T), and Tapestry (TPR) and 1 Underperform rating which is Campbell Soup (CPB).
11/26/18
DBAB
11/26/18
NO CHANGE
DBAB
Hold
Campbell deal with Third Point could 'de-risk downside,' says Deutsche Bank
Deutsche Bank analyst Rob Dickerson believes a "possible mea culpa" with activist Third Point could "de-risk downside" in shares of Campbell Soup and increase "value-creation probability." The Wall Street Journal reported last night that Campbell and Third Point may reach an agreement before Campbell's annual meeting of shareholders this Thursday. A possible deal could retain Third Point as a shareholder, which is a "crucial step" for the family's stock to actually appreciate in value, Dickerson tells investors in a research note titled "A Win-Win?" He keeps a Hold rating on Campbell Soup.
11/26/18
PIPR
11/26/18
NO CHANGE
Target $37
PIPR
Underweight
Campbell Soup new CEO spending a risk, says Piper Jaffray
Piper Jaffray analyst Michael Lavery says that while he believes Campbell Soup will benefit from portfolio optimization and a greater focus on the core business, its new CEO will likely have "his or her own ideas about potential spending ambitions that could impact the margin and earnings outlook near term." The plans of any new CEO are unknown, adding risk that his or her vision requires increased levels of investment near-term, Lavery tells investors in a research note. The analyst raised his price target for Campbell shares to $37 from $34 but keeps an Underweight rating on the name.
SHPG Shire
$0.00

(0.00%)

12/18/18
RBCM
12/18/18
NO CHANGE
Target $34
RBCM
Outperform
AMD addition to Nasdaq-100 a 'small near-term positive', says RBC Capital
RBC Capital analyst Mitch Steves notes the addition of AMD (AMD) to the Nasdaq-100 index announced late on Friday, which also contained the inclusion of lululemon (LULU), NetApp (NTAP), United Continental Holdings (UAL), VeriSign (VRSN) and Willis Towers Watson (WLTW) and the subtraction of Express Scripts Holding (ESRX), Hologic (HOLX), Qurate Retail (QRTEA), Shire (SHPG), Seagate Technology (STX) and Vodafone Plc (VOD). The analyst believes that the change - which will become effective before the market open on December 24th - could act as a "small near-term positive" for AMD shares, even though it does not change its fundamentals. Longer term, the analyst keeps his Outperform rating and $34 price target on AMD, but warns that the company is faced with a crypto currency downdraft in the Gaming segment and that he is also cautious on the hyperscale spending trends next year which he estimates in the low single digits. Steves adds that the notable investor debate is also taking place around the AMD server average selling prices, which he sees coming in around $5,400 - the higher end of the more bullish forecasts of $5K-$6K vs. the bears' estimate around $4K.
12/20/18
WBLR
12/20/18
DOWNGRADE
WBLR
Market Perform
Shire downgraded to Market Perform from Outperform at William Blair
William Blair analyst Tim Lugo downgraded Shire (SHPG) to Market Perform to reflect the pending takeover by Takeda Pharmaceutical (TKPYY).
12/12/18
RHCO
12/12/18
DOWNGRADE
Target $175
RHCO
Hold
Shire downgraded to Hold at SunTrust on Takeda merger
As reported earlier, SunTrust analyst John Boris downgraded Shire (SHPG) to Hold from Buy and lowered his price target to $175 from $190. The analyst cites the changes in FX rates and Takeda (TKPYY) share price in shifting his price target, but expects the deal to close under the same terms on January 8th with no "meaningful hurdles" left to clear until then.
12/17/18
PIPR
12/17/18
NO CHANGE
Target $164
PIPR
Overweight
Shire approval another potential headwind for Allergan, says Piper Jaffray
Piper Jaffray analyst David Amsellem views Shire's (SHPG) FDA approval Friday for its 5-HT4 receptor agonist Motegrity in chronic idiopathic constipation as another potential headwind for Allergan's (AGN) Linzess. The headwind is not necessarily in terms of pressure on volumes, but more in terms of the potential for a more challenging payer environment, Amsellem tells investors in a research note. The analyst remains cautious on Allergan given his concerns regarding the trajectory of the commercial portfolio as well as its pipeline. Amsellem reiterates a Neutral rating on the stock with a $164 price target.
IQV Iqvia
$128.77

-0.84 (-0.65%)

01/18/19
JEFF
01/18/19
UPGRADE
Target $150
JEFF
Buy
Iqvia upgraded to Buy from Hold at Jefferies
Jefferies analyst David Windley upgraded Iqvia to Buy and raised his price target for the shares to $150 from $136.
01/18/19
JEFF
01/18/19
UPGRADE
Target $150
JEFF
Buy
Jefferies upgrades Iqvia to Buy after encouraging CRO survey
Jefferies analyst David Windley upgraded Iqvia to Buy from Hold and raised his price target for the shares to $150 from $136. The analyst says the results from his firm's annual contract research organization survey show accelerating research and development spending, continued rise in outsourcing, and a "notable rise" in preference for global CROs over niche, private players. These results bode positively for growth in 2019 and beyond, Windley tells investors in a research note. He cites improving positive CRO feedback both in the survey and channel checks for his upgrade of Iqvia. The company has done a commendable job of upping the sales and operational intensity of its business as well as developing and launching integrated application platforms, says Windley.
01/18/19
01/18/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Edwards Lifesciences (EW) upgraded to Buy from Neutral at BofA/Merrill with analyst Bob Hopkins saying he expects Edwards' multiple to move higher as investors digest upcoming pipeline readouts for Low Risk Aortic and Mitral Repair over the next five months. 2. Iqvia (IQV) upgraded to Buy from Hold at Jefferies with analyst David Windley saying the results from his firm's annual contract research organization survey show accelerating research and development spending, continued rise in outsourcing, and a "notable rise" in preference for global CROs over niche, private players. 3. Arista Networks (ANET) upgraded to Buy from Neutral at Nomura Instinet wih analyst Jeffrey Kvaal saying he views the recent pullback in shares as a buying opportunity and he expects "strong" Q4 results and "robust" growth in 2019. 4. Chevron (CVX) upgraded to Buy from Neutral at UBS with analyst Jon Rigby saying the recent pullback in oil prices has presented a buying opportunity in the shares. 5. Sportsman's Warehouse (SPWH) upgraded to Overweight from Neutral at Piper Jaffray with analyst Peter Keith saying the company is "poised for substantially better fundamentals" while the shares trade at the "lowest valuation within our coverage universe." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/11/19
GSCO
01/11/19
UPGRADE
Target $151
GSCO
Conviction Buy
Iqvia upgraded to Conviction Buy from Buy at Goldman Sachs
Goldman Sachs analyst Robert Jones added Iqvia Holdings (IQ) to his firm's Americas Conviction List while keeping a Buy rating on the shares. The analyst lowered his price target for the shares to $151 from $152. He sees "several drivers of upside" in 2019 against a "very healthy" industry backdrop. Iqvia's backlog growth along with an industry leading book-to-bill indicate its offering is resonating in the market, Jones tells investors in a research note. He believes the company's upcoming commentary accompanying 2019 guidance could serve as a potential catalyst for the shares. Jones is also positive on shares of Icon (ICLR).
BAX Baxter
$71.44

0.33 (0.46%)

01/02/19
SBSH
01/02/19
NO CHANGE
SBSH
Citi makes four rating changes in Medical Devices, 'warning up' to J&J
Citi analyst Amit Hazan issued his 2019 preview for Medical Devices, which included four rating changes. The analyst upgraded both Zimmer Biomet (ZBH) and Baxter International (BAX) to Buy from Neutral, downgraded Medtronic (MDT) to Neutral from Buy and downgraded Abbott Laboratories (ABT) to Sell from Neutral. He also kept Buy ratings on Intuitive Surgical (ISRG) and Boston Scientific (BSX), but adds he's "relatively more cautious." Further, Hazan kept a Sell rating on Edwards Lifesciences (EW) and says he's "warming up" to Neutral-rated Johnson & Johnson (JNJ). The analyst expects "fairly stable" fundamentals for the group in 2019, with "modest slowdowns" in organic sales and earnings growth.
02/01/19
PIPR
02/01/19
NO CHANGE
Target $80
PIPR
Overweight
Baxter price target raised to $80 from $72 at Piper Jaffray
Piper Jaffray analyst Matt O'Brien raised his price target for Baxter International to $80 after the company's Q4 results topped expectations on both the top- and bottom-lines. The primary drivers of the revenue beat in the quarter were the company's Renal Care, Pharma, Advanced Surgery and Acute Therapies, O'Brien tells investors in a research note. Further, he believes Baxter's domestic Medication Delivery and Nutrition businesses stabilized during the quarter "with progress made towards restoring demand to pre-hurricane levels." The analyst remains constructive on the stock and reiterates an Overweight rating.
02/01/19
LEHM
02/01/19
UPGRADE
Target $72
LEHM
Equal Weight
Baxter upgraded to Equal Weight from Underweight at Barclays
Barclays analyst Kristen Stewart upgraded Baxter International to Equal Weight and raised her price target for the shares to $72 from $67. Over the past three months, expectations for the company have been reset, making a neutral rating more appropriate, Stewart tells investors in a research note.
PYPL PayPal
$91.83

0.97 (1.07%)

02/06/19
02/06/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. PayPal (PYPL) downgraded to Neutral from Buy at Guggenheim with the firm citing balanced risk/reward. 2. Arlo Technologies (ARLO) downgraded to Underperform from Neutral at BofA/Merrill and to Market Perform from Outperform at Cowen. 3. Celanese (CE) downgraded to Market Perform from Outperform at Cowen with analyst Charles Neivert saying recent subtle changes in industry fundamentals and the macro outlook have made him more cautious. 4. Estee Lauder (EL) downgraded to Hold from Buy at Berenberg with analyst Rosie Edwards saying that while the company's Q2 results were "strong across the board," she expects top-line growth to moderate, due mainly to skincare and Asia-Pacific. 5. Vanda Pharmaceuticals (VNDA) downgraded to Neutral from Overweight at Cantor Fitzgerald with analyst Charles Duncan saying the company's complaint against the FDA reduces visibility on development timelines for tradipitant in gastroparesis, perhaps even pruritus, and may also affect Hetlioz label expansion efforts. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/06/19
02/06/19
DOWNGRADE

Neutral
PayPal downgraded to Neutral, risk/reward balanced, says Guggenheim
As previously reported, Guggenheim downgraded PayPal (PYPL) to Neutral from Buy citing balanced risk/reward. Analyst Jeff Cantwell reduced PayPal estimates following the Q4 report and said positives are well understood and reflected in valuation. Cantwell expects near-term headwinds to payment volume growth from Brexit/cross-border, M-T headwinds from eBay (EBAY), and increasing competitive dynamics.
02/06/19
GUGG
02/06/19
DOWNGRADE
GUGG
Neutral
PayPal downgraded to Neutral from Buy at Guggenheim
02/07/19
MSCO
02/07/19
NO CHANGE
Target $99
MSCO
Overweight
PayPal acceptance growth still best of any digital wallet, says Morgan Stanley
Morgan Stanley analyst James Faucette said the most common question he has gotten for the past several weeks on PayPal (PYPL) has been, "Why is the stock underperforming so much since the beginning of 2019?" He believes PayPal's recent plateauing probably has more to do with other stocks than anything stock-specific, stating that Visa (V) and MasterCard (MA) "really have arguably had their best buying opportunities in years" and he would not be surprised to see PayPal "tread water" until those two stocks retake their respective highs. Another common thread in talks has been increasing concern that other digital wallets from Amazon (AMZN), Apple (AAPL) and others may be closing the acceptance gap, though he thinks that "speculation is flatly wrong." Dating back to March 2016, PayPal has had the fastest acceptance growth among all digital wallets, outpacing all the other wallets that he can reliably track, Faucette tells investors. He maintains an Overweight rating and $99 price target on PayPal shares.
DWDP DowDuPont
$51.70

-0.48 (-0.92%)

02/06/19
COWN
02/06/19
DOWNGRADE
Target $59
COWN
Market Perform
DowDuPont downgraded to Market Perform on industry headwinds at Cowen
As reported previously, Cowen analyst Charles Neivert downgraded DowDuPont to Market Perform from Outperform. The analyst said recent subtle changes in industry fundamentals and the macro outlook have made him more cautious. He believes margin pressure will be present throughout most of 2019 based on headwinds from feedstocks, capacity, and a weakening macro versus consensus. Neivert lowered his price target to $59 from $78 on DowDuPont shares.
02/05/19
ARGS
02/05/19
NO CHANGE
Target $70
ARGS
Buy
DowDuPont price target lowered to $70 from $81 at Argus
Argus analyst Bill Selesky lowered his price target on DowDuPont to $70 after its Q4 earnings came in below his forecast, also lowering his FY19 EPS view to $4.18 from $4.93 after the result and the company's FY19 guidance. The analyst notes that while the company registered an improvement in operating earnings from last year from price and volume gains, the benefits were offset by negative currency translation effects. Selesky keeps his Buy rating on DowDuPont shares citing its attractive valuation of 1.3-times trailing price to book, which is below its historical range of 1.4- to 1.6-times.
02/04/19
RHCO
02/04/19
NO CHANGE
Target $57
RHCO
Hold
DowDuPont price target lowered to $57 from $61 at SunTrust
SunTrust analyst James Sheehan lowered his price target on DowDuPont to $57 and kept his Hold rating after its in-line Q4 earnings and below-consensus revenue along with anticipated Q1 EBITDA decline in its Materials Science and Specialty Products segments. The analyst sees "weak outlook driven by expectations of multiple headwinds" continuing from Q4 to Q1 that include "inventory destocking, soft demand in China/Europe, weak auto and electronics end markets, commodity spread compression and FX", warning that any upside on DowDuPont shares is likely to be limited until investors see destocking completed.
02/06/19
COWN
02/06/19
DOWNGRADE
COWN
Market Perform
DowDuPont downgraded to Market Perform from Outperform at Cowen
AXP American Express
$104.50

0.13 (0.12%)

12/19/18
12/19/18
DOWNGRADE
Target $115

Neutral
BofA/Merrill downgrades American Express to Neutral in 'hostile' market
As previously reported, BofA Merrill Lynch analyst Kenneth Bruce downgraded American Express to Neutral from Buy as he anticipates weaker sentiment for the stock to emerge given the broader market volatility and elevated uncertainty relating to the macroeconomic environment. While he sees AmEx continuing to "deliver its somewhat unique brand of top-line and bottom line growth," Bruce thinks valuation will be restrained following the stock's recent outperformance. Bruce cut his price target on American Express shares to $115 from $125 after lowering the multiple applied to his FY20 EPS forecast.
01/18/19
UBSW
01/18/19
NO CHANGE
Target $113
UBSW
Buy
American Express continues to be a 'beat and raise' story, says UBS
UBS analyst Eric Wasserstrom said he continues to view American Express as a "beat and raise" story. He adjusted his estimates following its Q4 results and remains above consensus despite the quarter reflecting a moderate level of deceleration in volume trends, offset by core operating and provision leverage. Wasserstom reiterated his Buy rating and lowered his price target to $113 from $115 on American Express shares.
01/29/19
ATLE
01/29/19
UPGRADE
ATLE
Overweight
American Express upgraded to Overweight from Neutral at Atlantic Equities
01/29/19
01/29/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Nvidia (NVDA) upgraded to Buy from Neutral at UBS with analyst Timothy Arcuri saying the 20% fiscal Q4 revenue miss preannounced and the stock drop "finally sets the stage for a new positive revision cycle starting this summer." 2. American Express (AXP) upgraded to Overweight from Neutral at Atlantic Equities. 3. BlackRock (BLK) upgraded to Buy from Hold at Jefferies with analyst Daniel Fannon saying it is benefiting from both structural shifts in investor behavior as well as secular trends and he believes the company can continue to deliver industry leading organic growth and capital return. 4. British American Tobacco (BTI) upgraded to Overweight from Neutral at Piper Jaffray with analyst Michael Lavery saying he views the stock's valuation as attractive at current levels and feels "modestly more comfortable" with Glo's patent litigation risk in Japan. 5. 3D Systems (DDD) and Stratasys (SSYS) were upgraded to Overweight from Neutral at Piper Jaffray. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
STZ Constellation Brands
$175.19

1.17 (0.67%)

01/22/19
ATLE
01/22/19
INITIATION
ATLE
Overweight
Constellation Brands initiated with an Overweight at Atlantic Equities
Yesterday, Atlantic Equities initiated Constellation Brands wian an Overweight and $227 price target.
01/17/19
JEFF
01/17/19
NO CHANGE
Target $258
JEFF
Buy
Constellation Brands remains top pick after beer update at Jefferies
Constellation Brands (STZ) "confidently outlined the attractive growth story still ahead" at its beer segment update in Chicago, Jefferies analyst Kevin Grundy tells investors in a research note. The analyst believes the positive tone on the company's "key value driver," which presents over 70% of its EBITDA, should "quell some concerns that have contributed to recent dislocation in the stock." Constellation's beer business remains healthy while the Canopy Growth (CGC) stake in now a free call option, writes Grundy. The stock remains his top pick with a Buy rating and $258 price target.
01/11/19
ARGS
01/11/19
NO CHANGE
Target $210
ARGS
Buy
Constellation Brands price target lowered to $210 from $260 at Argus
Argus analyst John Staszak lowered his price target on Constellation Brands to $210 after its "disappointing guidance" after the company cut its FY19 EPS outlook to $9.20-$9.30 from $9.60-$9.75 "based on rising interest expense and expectations for a slight slowdown in the wine and spirits segment." The analyst also lowers his FY19 EPS view to $9.70 from $9.80 but contends that the selloff is "overdone" as Constellation Brands shares trade at an "attractive valuation" relative to its historical levels and its peer group.
01/22/19
01/22/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Constellation Brands (STZ) initiated with an Overweight at Atlantic Equities. 2. Take-Two (TTWO) initiated with a Buy at Deutsche Bank, while Electronic Arts (EA) and Activision Blizzard (ATVI) were initiated with a Hold. 3. Insys Therapeutics (INSY) initiated with an Overweight at Cantor Fitzgerald. 4. Heico (HEI) initiated with a Buy at Vertical Research. 5. R1 RCM (RCM) initiated with an Overweight at KeyBanc. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
DHR Danaher
$109.35

0.77 (0.71%)

12/26/18
ARGS
12/26/18
NO CHANGE
Target $115
ARGS
Buy
Danaher's recent selloff offers 'buying opportunity', says Argus
Argus analyst John Eade kept his Buy rating and $115 price target on Danaher, saying the recent sell-off in its stock price represents a "buying opportunity". The analyst notes that while the stock has outperformed the market over the past 3 months, it is still down about 13% from its all time highs even though the company has recently offered a "transparent view" into its financials expected for 2019. Eade also cites Danaher management' track record of generating cash flows while increasing dividend at a double digit rate, adding that its multiple of 23.7-times expected forward earnings is within its normal historical range.
01/02/19
NEED
01/02/19
INITIATION
Target $114
NEED
Buy
Danaher initiated with a Buy at Needham
Needham analyst Stephen Unger started Danaher with a Buy rating and $114 price target. The company is one of only two major consolidators within the Life Science Tools sector, which continues to deliver "strong secular growth," says the analyst.
01/04/19
MSCO
01/04/19
NO CHANGE
Target $210
MSCO
Equal Weight
Morgan Stanley says dental survey negative for Align, positive for Straumann
Morgan Stanley analyst Steve Beuchaw noted that the firm surveyed 30 dentists and 42 orthodontists in the U.S. and said the results points to slower aligner mix shift and emerging share movements, both of which he said are negative for Align Technology (ALGN). He further points out that the survey was run during 4Q, in advance of the full launch of competing products from 3M (MMM), Danaher (DHR) and Dentsply Sirona (XRAY). Given the survey findings, Beuchaw cut his U.S. volume estimates for Align by 400bps for 2019 and lowered his price target on the stock to $210 from $300 to account for lower estimates and a lower market multiple. He maintains an Equal Weight rating on Align Technology shares. Beuchaw added that the survey was positive for Straumann (STMN), which is covered by Michael Jungling. While investors tend to focus on new entrants from the other three mentioned above, ClearCorrect with support from Straumann was the bigger share winner prospectively in the survey, Beuchaw tells investors.
10/01/18
JPMS
10/01/18
NO CHANGE
JPMS
GE 'negative surprise' raises questions about serious issues, says JPMorgan
JPMorgan analyst Stephen Tusa said the timing and format of GE's (GE) CEO change announcement is a negative surprise that raises questions as to whether there are "serious issues at play." While the selection of ex-Danaher (DHR) CEO Larry Culp is a positive for investor confidence and the change brings the company a step closer to a real reset, the details on how potentially bad things actually are have not been shared and Tusa sees a dividend cut and potential equity raise as likely, he tells investors. The analyst maintains a $10 price target and Underweight rating on GE shares, which are up 97c, or 8.5%, to $12.26 in afternoon trading.

TODAY'S FREE FLY STORIES

MRK

Merck

$79.84

0.9 (1.14%)

, PFE

Pfizer

$42.41

0.45 (1.07%)

12:48
02/17/19
02/17
12:48
02/17/19
12:48
Hot Stocks
Merck presents results from Phase 3 KEYNOTE-426 study »

Merck (MRK) announced…

MRK

Merck

$79.84

0.9 (1.14%)

PFE

Pfizer

$42.41

0.45 (1.07%)

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

See Street Research during your Free Trial

  • 20

    Feb

  • 11

    Apr

  • 18

    May

AVEO

Aveo Pharmaceuticals

$0.62

0.0092 (1.51%)

12:42
02/17/19
02/17
12:42
02/17/19
12:42
Hot Stocks
Aveo Pharmaceuticals presents TIVO-3 trial topline results »

Aveo Oncology announced…

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

See Street Research during your Free Trial

ARDM

Aradigm

$0.00

(0.00%)

12:34
02/17/19
02/17
12:34
02/17/19
12:34
Hot Stocks
Aradigm announces plans for reorganization under Chapter 11 »

Aradigm has filed for…

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

See Street Research during your Free Trial

AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

, XPO

XPO Logistics

$52.01

-7.535 (-12.65%)

13:26
02/16/19
02/16
13:26
02/16/19
13:26
Periodicals
Amazon a risk for almost every stock/sector, Barron's says »

Amazon (AMZN) is eating…

AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

XPO

XPO Logistics

$52.01

-7.535 (-12.65%)

KR

Kroger

$29.50

0.54 (1.86%)

FAST

Fastenal

$62.97

0.61 (0.98%)

GWW

Grainger

$316.63

4.9 (1.57%)

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

See Street Research during your Free Trial

  • 16

    Feb

  • 20

    Feb

  • 20

    Feb

  • 20

    Feb

  • 03

    Mar

  • 18

    Mar

YETI

Yeti

$22.85

0.97 (4.43%)

13:20
02/16/19
02/16
13:20
02/16/19
13:20
Periodicals
Yeti stock has 60% upside, Barron's says »

Yeti Holdings stock…

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

See Street Research during your Free Trial

L

Loews

$46.67

0.785 (1.71%)

13:14
02/16/19
02/16
13:14
02/16/19
13:14
Periodicals
Investors can love Loews, Barron's says »

Loews is a $15B…

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

See Street Research during your Free Trial

  • 03

    Mar

  • 28

    May

EQIX

Equinix

$421.53

1.16 (0.28%)

, COR

CoreSite Realty

$102.69

0.625 (0.61%)

13:10
02/16/19
02/16
13:10
02/16/19
13:10
Periodicals
Equinix, CoreSite Realty among stocks to play data-center boom, Barron's says »

Data-center stocks may…

EQIX

Equinix

$421.53

1.16 (0.28%)

COR

CoreSite Realty

$102.69

0.625 (0.61%)

IRM

Iron Mountain

$35.13

-0.14 (-0.40%)

INXN

Interxion

$64.65

0.81 (1.27%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 25

    Feb

  • 26

    Mar

  • 26

    Mar

NOK

Nokia

$6.31

0.015 (0.24%)

, ERIC

Ericsson

$9.36

0.015 (0.16%)

13:07
02/16/19
02/16
13:07
02/16/19
13:07
Periodicals
A U.S. ban of Huawei may benefit Ericsson, Samsung, Barron's says »

The next salvo in the…

NOK

Nokia

$6.31

0.015 (0.24%)

ERIC

Ericsson

$9.36

0.015 (0.16%)

SSNLF

Samsung

$0.00

(0.00%)

CSCO

Cisco

$49.45

1.05 (2.17%)

JNPR

Juniper

$27.12

0.16 (0.59%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

COP

ConocoPhillips

$70.13

1.04 (1.51%)

, MUR

Murphy Oil

$29.23

0.59 (2.06%)

13:00
02/16/19
02/16
13:00
02/16/19
13:00
Periodicals
Dividend investors should look to oil stocks for big yields, Barron's says »

Energy stocks aren't…

COP

ConocoPhillips

$70.13

1.04 (1.51%)

MUR

Murphy Oil

$29.23

0.59 (2.06%)

CVX

Chevron

$119.30

1.19 (1.01%)

VLO

Valero

$84.34

0.75 (0.90%)

XOM

Exxon Mobil

$77.74

1.47 (1.93%)

MRO

Marathon Oil

$17.07

0.15 (0.89%)

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

See Street Research during your Free Trial

  • 04

    Mar

  • 07

    Mar

  • 18

    Mar

  • 22

    May

  • 28

    May

AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

12:45
02/16/19
02/16
12:45
02/16/19
12:45
Periodicals
Protestors against NY's Amazon HQ2 got math wrong, Barron's says »

On Thursday, Amazon…

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

See Street Research during your Free Trial

  • 16

    Feb

  • 20

    Feb

  • 20

    Feb

  • 03

    Mar

  • 18

    Mar

ICE

IntercontinentalExchange

$75.49

-0.46 (-0.61%)

, NDAQ

Nasdaq

$87.74

0.56 (0.64%)

12:28
02/16/19
02/16
12:28
02/16/19
12:28
Periodicals
Investors interested in U.S. cannabis companies face challenges, Barron's says »

Investors interested in…

ICE

IntercontinentalExchange

$75.49

-0.46 (-0.61%)

NDAQ

Nasdaq

$87.74

0.56 (0.64%)

CGC

Canopy Growth

$47.54

1.49 (3.24%)

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

See Street Research during your Free Trial

  • 18

    Feb

  • 28

    May

  • 15

    Feb

AMD

AMD

$23.68

0.55 (2.38%)

, INTC

Intel

$51.64

0.85 (1.67%)

08:43
02/16/19
02/16
08:43
02/16/19
08:43
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AMD

AMD

$23.68

0.55 (2.38%)

INTC

Intel

$51.64

0.85 (1.67%)

MRVL

Marvell

$18.82

-0.37 (-1.93%)

MCHP

Microchip

$91.10

0.49 (0.54%)

MU

Micron

$41.99

-0.23 (-0.54%)

NVDA

Nvidia

$157.22

2.69 (1.74%)

QCOM

Qualcomm

$51.97

0.42 (0.81%)

TXN

Texas Instruments

$107.55

0.57 (0.53%)

TWTR

Twitter

$31.23

0.28 (0.90%)

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

See Street Research during your Free Trial

  • 20

    Feb

  • 21

    Feb

  • 25

    Feb

  • 07

    Mar

  • 07

    Mar

  • 25

    Mar

  • 26

    Mar

  • 28

    May

  • 04

    Jun

  • 05

    Jun

AMGN

Amgen

$188.31

1.6 (0.86%)

, ALPMY

Astellas Pharma

$0.00

(0.00%)

04:55
02/16/19
02/16
04:55
02/16/19
04:55
Conference/Events
American Society of Clinical Oncology to hold a symposium »

2019 ASCO Genitourinary…

AMGN

Amgen

$188.31

1.6 (0.86%)

ALPMY

Astellas Pharma

$0.00

(0.00%)

AZN

AstraZeneca

$40.92

0.93 (2.33%)

BAYRY

Bayer

$0.00

(0.00%)

BMY

Bristol-Myers

$51.64

0.81 (1.59%)

CALA

Calithera Biosciences

$5.35

0.14 (2.69%)

CLVS

Clovis

$25.44

(0.00%)

DNA

Bought by RHHBY

$0.00

(0.00%)

ESALY

Eisai

$0.00

(0.00%)

EXEL

Exelixis

$22.26

-0.05 (-0.22%)

IMMU

Immunomedics

$14.23

0.225 (1.61%)

INO

Inovio

$3.70

0.01 (0.27%)

MRK

Merck

$79.84

0.9 (1.14%)

MYOV

Myovant Sciences

$21.48

0.1 (0.47%)

MYGN

Myriad Genetics

$31.41

0.53 (1.72%)

NH

NantHealth

$0.60

(0.00%)

NVS

Novartis

$89.89

0.865 (0.97%)

PFE

Pfizer

$42.41

0.45 (1.07%)

PGNX

Progenics

$4.87

0.13 (2.74%)

SGEN

Seattle Genetics

$71.48

2.92 (4.26%)

SNY

Sanofi

$42.51

0.94 (2.26%)

TYME

Tyme Technologies

$3.19

0.055 (1.76%)

AVEO

Aveo Pharmaceuticals

$0.62

0.0092 (1.51%)

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

See Street Research during your Free Trial

  • 16

    Feb

  • 16

    Feb

  • 19

    Feb

  • 20

    Feb

  • 25

    Feb

  • 26

    Feb

  • 26

    Feb

  • 28

    Feb

  • 07

    Mar

  • 11

    Mar

  • 22

    Mar

  • 11

    Apr

  • 28

    Apr

  • 18

    May

  • 20

    May

WES

Western Gas Partners

$49.52

0.38 (0.77%)

, WGP

Western Gas Equity

$32.38

0.2 (0.62%)

19:30
02/15/19
02/15
19:30
02/15/19
19:30
Recommendations
Western Gas Partners, Western Gas Equity analyst commentary at MUFG »

MUFG raises price targets…

WES

Western Gas Partners

$49.52

0.38 (0.77%)

WGP

Western Gas Equity

$32.38

0.2 (0.62%)

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

See Street Research during your Free Trial

  • 15

    Feb

  • 15

    Feb

  • 04

    Mar

PXD

Pioneer Natural

$145.33

2.27 (1.59%)

19:19
02/15/19
02/15
19:19
02/15/19
19:19
Recommendations
Pioneer Natural analyst commentary at MUFG »

Pioneer Natural price…

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

See Street Research during your Free Trial

  • 22

    May

ZTS

Zoetis

$95.38

2.16 (2.32%)

18:42
02/15/19
02/15
18:42
02/15/19
18:42
Hot Stocks
Zoetis CEO says: 'Diagnostics are more important in animals than humans' »

In an interview on…

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

See Street Research during your Free Trial

JNJ

Johnson & Johnson

$136.40

2.13 (1.59%)

18:22
02/15/19
02/15
18:22
02/15/19
18:22
Hot Stocks
Johnson & Johnson CEO: 'We ended 2018 with great results' »

In an interview on…

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

See Street Research during your Free Trial

  • 18

    Feb

  • 25

    Feb

  • 25

    Feb

  • 06

    Mar

WIN

Windstream

$3.37

0.2 (6.31%)

, UNIT

Uniti Group

$20.00

0.53 (2.72%)

18:18
02/15/19
02/15
18:18
02/15/19
18:18
Periodicals
Court says Windstream defaulted on bonds in 2015, Bloomberg says »

A court has ruled that…

WIN

Windstream

$3.37

0.2 (6.31%)

UNIT

Uniti Group

$20.00

0.53 (2.72%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 28

    Feb

BHVN

Biohaven Pharmaceutical

$45.32

1.36 (3.09%)

18:14
02/15/19
02/15
18:14
02/15/19
18:14
Hot Stocks
Biohaven treatment of multiple system atrophy granted FDA orphan designation »

According to a post on…

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

See Street Research during your Free Trial

AMGN

Amgen

$188.31

1.6 (0.86%)

18:11
02/15/19
02/15
18:11
02/15/19
18:11
Hot Stocks
Amgen treatment of Acute Myeloid Leukemia granted FDA orphan designation »

According to a post on…

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

See Street Research during your Free Trial

CE

Celanese

$100.19

1.19 (1.20%)

18:02
02/15/19
02/15
18:02
02/15/19
18:02
Hot Stocks
Celanese announces Acetyl Intermediates price increases in China »

Celanese will increase…

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

See Street Research during your Free Trial

WIN

Windstream

$3.37

0.2 (6.31%)

, UNIT

Uniti Group

$20.00

0.53 (2.72%)

17:58
02/15/19
02/15
17:58
02/15/19
17:58
Periodicals
Court says Windstream defaulted on bonds in 2015, Bloomberg says »

A court has ruled that…

WIN

Windstream

$3.37

0.2 (6.31%)

UNIT

Uniti Group

$20.00

0.53 (2.72%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 28

    Feb

GLD

SPDR Gold Shares

$124.81

0.77 (0.62%)

17:41
02/15/19
02/15
17:41
02/15/19
17:41
Hot Stocks
SPDR Gold Shares holdings fall to 793.03MT from 796.85MT »

This is the lowest level…

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

See Street Research during your Free Trial

MDLZ

Mondelez

$48.17

0.84 (1.77%)

17:26
02/15/19
02/15
17:26
02/15/19
17:26
Hot Stocks
Mondelez to transfer listing of debt securities to Nasdaq »

Mondelez International,…

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

See Street Research during your Free Trial

  • 18

    Feb

  • 06

    Mar

  • 28

    May

FN

Fabrinet

$55.23

0.67 (1.23%)

17:25
02/15/19
02/15
17:25
02/15/19
17:25
Hot Stocks
Fabrinet CFO sells 20K shares of common stock »

In a regulatory filing,…

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

See Street Research during your Free Trial

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

  • 04

    Mar

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.