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MOH

Molina Healthcare

$129.37

-7.68 (-5.60%)

07:57
02/13/19
02/13
07:57
02/13/19
07:57

Molina Healthcare pullback a buying opportunity, says Morgan Stanley

Morgan Stanley analyst Zack Sopcak said investor concerns about Molina Healthcare's 2019 topline growth are missing the significant upside to earnings power that he sees from an incremental $350M in cost cutting beyond 2019, RFP opportunities in Medicaid and the opportunity to expand its exchange footprint. Sopcak, who thinks the company's investor day meeting in late May could bring topline opportunities into greater focus, views the 5% pullback in Molina shares as a buying opportunity and keeps an Overweight rating and $192 price target on the stock.

MOH Molina Healthcare
$129.37

-7.68 (-5.60%)

01/15/19
PIPR
01/15/19
NO CHANGE
Target $312
PIPR
Overweight
UnitedHealth positioned to outperform in 2019, says Piper Jaffray
Piper Jaffray analyst Sarah James said there "was so much focus" on UnitedHealth's (UNH) earnings call on its medical loss ratio, or MLR, that it pressured the stock early in the day, but she is not concerned. When accounting for adjustments and if one accounts for some Medicaid pressure, UnitedHealth had some improvement in MA or commercial, which could be positive for Humana (HUM) or Anthem (ANTM), according to James. UnitedHealth was also clear in post call conversation that Medicaid headwinds in 2018/19 were largely company specific, which James said leaves her feeling good heading into earnings from Centene (CNC), Molina Healthcare (MOH) and WellCare (WCG). She reiterates her Overweight rating on UnitedHealth, as James sees potential for upside to her earnings estimates and believes the stock is positioned to outperform the group in 2019 as investors move to safer positions.
01/14/19
SPHN
01/14/19
INITIATION
Target $144
SPHN
Equal Weight
Molina Healthcare initiated with an Equal Weight 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 Molina Healthcare with an Equal Weight rating and $144 price target, stating that while he sees a number of revenue and margin improvement opportunities, the 3.2% net margin Molina is expected to achieve in 2018 has historically been a difficult level of profitability to sustain for MCOs in highly-subsidized government-sponsored business lines.
01/08/19
01/08/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Voya Financial (VOYA) upgraded to Buy from Neutral at Goldman Sachs analyst Alex Scott saying the company is well positioned to manage through the pullback in equity markets and still hit its targets of 10%-plus earnings growth. 2. Cheesecake Factory (CAKE) upgraded to Outperform from Market Perform at Raymond James with analyst Brian Vaccaro citing better than expected industry sales. 3. Union Pacific (UNP) upgraded to Outperform from Market Perform at Cowen, to Outperform from Sector Perform at RBC Capital and Scotiabank, and to Buy from Neutral at Seaport Global. 4. Monster Beverage (MNST) upgraded to Buy from Hold at SunTrust with analyst William Chappell saying after the recent declines in input costs and the "successful U.S. pricing actions," consensus expectations for the stock are too low, while the concerns over its partnership with Coca-Cola (KO) and challenges around growth in China are "overblown." 5. Molina Healthcare (MOH) upgraded to Overweight from Neutral at both JPMorgan and MUFG. 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
MUFG
01/08/19
UPGRADE
Target $142
MUFG
Overweight
Molina Healthcare upgraded to Overweight from Neutral at MUFG
MUFG analyst Jason Twizell upgraded Molina Healthcare to Overweight from Neutral and raised his price target to $142 from $135, citing his view of management's "strong" operational execution, the company's opportunity to further expand Medicaid margins, and an attractive risk/reward profile. In a research note to investors, Twizell notes that CEO Joe Zubretsky at an investor conference on Monday communicated a higher degree of confidence in the opportunity around medical, pharmacy, and administrative savings over the next several years, raising the cumulative pretax margin improvement opportunity by $200M to a revised range of $700M-$800M. The analyst believes Molina has the right team in place to generate sustainable Medicaid pretax margins that are in-line with its peers.

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ETFC

E-Trade

$47.45

0.88 (1.89%)

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0.45 (1.07%)

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MRK

Merck

$79.84

0.9 (1.14%)

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$42.41

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AVEO

Aveo Pharmaceuticals

$0.62

0.0092 (1.51%)

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ARDM

Aradigm

$0.00

(0.00%)

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AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

, XPO

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-7.535 (-12.65%)

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XPO Logistics

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YETI

Yeti

$22.85

0.97 (4.43%)

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L

Loews

$46.67

0.785 (1.71%)

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EQIX

Equinix

$421.53

1.16 (0.28%)

, COR

CoreSite Realty

$102.69

0.625 (0.61%)

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Equinix

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Iron Mountain

$35.13

-0.14 (-0.40%)

INXN

Interxion

$64.65

0.81 (1.27%)

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NOK

Nokia

$6.31

0.015 (0.24%)

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Ericsson

$9.36

0.015 (0.16%)

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$6.31

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Ericsson

$9.36

0.015 (0.16%)

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Cisco

$49.45

1.05 (2.17%)

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Juniper

$27.12

0.16 (0.59%)

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COP

ConocoPhillips

$70.13

1.04 (1.51%)

, MUR

Murphy Oil

$29.23

0.59 (2.06%)

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MUR

Murphy Oil

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CVX

Chevron

$119.30

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VLO

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XOM

Exxon Mobil

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MRO

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AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

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ICE

IntercontinentalExchange

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-0.46 (-0.61%)

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Nasdaq

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Nasdaq

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1.49 (3.24%)

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AMD

AMD

$23.68

0.55 (2.38%)

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$51.64

0.85 (1.67%)

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AMD

AMD

$23.68

0.55 (2.38%)

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$51.64

0.85 (1.67%)

MRVL

Marvell

$18.82

-0.37 (-1.93%)

MCHP

Microchip

$91.10

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MU

Micron

$41.99

-0.23 (-0.54%)

NVDA

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QCOM

Qualcomm

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TXN

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AMGN

Amgen

$188.31

1.6 (0.86%)

, ALPMY

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$0.00

(0.00%)

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AMGN

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$188.31

1.6 (0.86%)

ALPMY

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(0.00%)

AZN

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$40.92

0.93 (2.33%)

BAYRY

Bayer

$0.00

(0.00%)

BMY

Bristol-Myers

$51.64

0.81 (1.59%)

CALA

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$5.35

0.14 (2.69%)

CLVS

Clovis

$25.44

(0.00%)

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$0.00

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ESALY

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$0.00

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EXEL

Exelixis

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IMMU

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INO

Inovio

$3.70

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MRK

Merck

$79.84

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MYOV

Myovant Sciences

$21.48

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MYGN

Myriad Genetics

$31.41

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NH

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$0.60

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NVS

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PFE

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PGNX

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SGEN

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TYME

Tyme Technologies

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AVEO

Aveo Pharmaceuticals

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WES

Western Gas Partners

$49.52

0.38 (0.77%)

, WGP

Western Gas Equity

$32.38

0.2 (0.62%)

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Recommendations
Western Gas Partners, Western Gas Equity analyst commentary at MUFG »

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WES

Western Gas Partners

$49.52

0.38 (0.77%)

WGP

Western Gas Equity

$32.38

0.2 (0.62%)

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PXD

Pioneer Natural

$145.33

2.27 (1.59%)

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Pioneer Natural analyst commentary at MUFG »

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ZTS

Zoetis

$95.38

2.16 (2.32%)

18:42
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Zoetis CEO says: 'Diagnostics are more important in animals than humans' »

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JNJ

Johnson & Johnson

$136.40

2.13 (1.59%)

18:22
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Johnson & Johnson CEO: 'We ended 2018 with great results' »

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WIN

Windstream

$3.37

0.2 (6.31%)

, UNIT

Uniti Group

$20.00

0.53 (2.72%)

18:18
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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%)

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BHVN

Biohaven Pharmaceutical

$45.32

1.36 (3.09%)

18:14
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Biohaven treatment of multiple system atrophy granted FDA orphan designation »

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AMGN

Amgen

$188.31

1.6 (0.86%)

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

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CE

Celanese

$100.19

1.19 (1.20%)

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

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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%)

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GLD

SPDR Gold Shares

$124.81

0.77 (0.62%)

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

This is the lowest level…

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