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AMZN

Amazon.com

$1,627.39

18.51 (1.15%)

, ORCL

Oracle

$52.02

0.31 (0.60%)

06:44
02/20/19
02/20
06:44
02/20/19
06:44

Judge orders stay on lawsuit over Pentagon cloud-computing contract, WSJ reports

Federal Judge Eric Bruggnik of the U.S. Court of Federal Claims postponed a lawsuit over the up to $10B Pentagon cloud-computing contract Amazon (AMZN) was favored to win so the government could review "new information" on potential conflicts of interest in the procurement process, the Wall Street Journal's John D. McKinnon and Kate O'Keeffe report, citing the order. The judge ordered the stay "while the Department of Defense reconsiders whether possible personal conflicts of interest impacted the integrity of the JEDI Cloud procurement," and the move comes after rival Oracle (ORCL) sued to halt the process until a thorough investigation of claims of alleged conflicts was conducted. Reference Link

AMZN

Amazon.com

$1,627.39

18.51 (1.15%)

ORCL

Oracle

$52.02

0.31 (0.60%)

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AMZN Amazon.com
$1,627.39

18.51 (1.15%)

02/14/19
RSBL
02/14/19
NO CHANGE
Target $212
RSBL
Buy
Shopify price target raised to $212 from $190 at Rosenblatt
Rosenblatt analyst Mark Zgutowicz raised his price target on Shopify (SHOP) shares to $212 from $190 following the company's Q4 report, stating that large DTC direct-to-consumer companies are leveraging Shopify's platform to take "back ownership of their brands, largely from Amazon." Though "the stock may appear optically expensive," he still sees good value, added Zgutowicz, who keeps a Buy rating on Shopify shares.
02/15/19
JPMS
02/15/19
NO CHANGE
Target $78
JPMS
Overweight
JPMorgan cuts XPO Logistics target to $78, removes from Focus List
JPMorgan analyst Brian Ossenbeck lowered his price target for XPO Logistics (XPO) to $78 from $84 and removed the stock from his firm's Analyst Focus List following the company's Q4 results. The analyst expects XPO shares will be under pressure as the market digests a second guidance cut in as many months from "persistent uncertainty" in Europe combined with the recent loss of a large customer. Ossenbeck believes the shipper that is paring down its parcel injection, brokerage, last mile, and logistics activity with XPO is Amazon (AMZN). The market will interpret the XPO contract loss as Amazon taking capacity in-house which is negative for FedEx (FDX) and UPS (UPS), the analyst tells investors in a research note. He lowered his price target for XPO but keeps an Overweight rating on the name.
02/19/19
MSCO
02/19/19
DOWNGRADE
Target $71
MSCO
Equal Weight
Morgan Stanley downgrades XPO Logistics, says M&A 'off the table'
As previously reported, Morgan Stanley analyst Ravi Shanker downgraded XPO Logistics (XPO) to Equal Weight from Overweight and lowered his price target for the shares to $71 from $116, stating that the company's 2019 guidance and sudden loss of its largest customer with virtually no notice has raised questions on forward visibility. M&A potential had made it his top pick previously, but now M&A is "off the table," said Shanker, who thinks confidence in the company's near-term trajectory may take time to recover. The analyst, who did not name the customer that he believes XPO recently lost, added he believes the customer aggressively insourcing its business away from XPO has "a significant negative read-across to other companies in the sector that are exposed to the same customer," particularly UPS (UPS), FedEx (FDX) and C.H. Robinson (CHRW). Other analysts have speculated that Amazon (AMZN) was the large customer lost by XPO.
02/19/19
STFL
02/19/19
NO CHANGE
Target $86
STFL
Buy
XPO Logistics investment 'going to require more time and faith,' says Stifel
Stifel analyst J. Bruce Chan said XPO Logistics (XPO) had "a challenging quarter, to say the least," given the loss of its largest customer, which he believes to be Amazon (AMZN), and other headwinds on multiple fronts. A reduction in Amazon outsourcing was "probably inevitable," but the timing and magnitude of the hit was surprising, Chan tells investors. Management has also pivoted away from M&A after promising one or two major deals, added the analyst, who still believes in XPO's long-term outlook but said "the path there is now going to require more time and faith." Chan keeps a Buy rating on XPO shares but lowered his price target on the stock to $86 from $98.
ORCL Oracle
$52.02

0.31 (0.60%)

01/09/19
01/09/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Nike (NKE) downgraded to Neutral from Outperform at Baird with analyst Jonathan Komp citing its relative valuation and concerns about its high P/E premium. 2. Oracle (ORCL) downgraded to Equal Weight from Overweight at Barclays with analyst Raimo Lenscho saying the competitive situation in the company's core database market and cloud is "not getting easier." 3. Wendy's (WEN) downgraded to Neutral from Outperform at Wedbush. 4. Booking Holdings (BKNG) downgraded to Equal Weight from Overweight at Morgan Stanley and to Hold from Buy at Jefferies. 5. United Continental (UAL) downgraded to Underperform from In-Line at Imperial Capital while Delta Air Lines (DAL) was downgraded to In-Line from Outperform. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/15/19
MSCO
01/15/19
DOWNGRADE
Target $53
MSCO
Equal Weight
Oracle downgraded to Equal Weight from Overweight at Morgan Stanley
Morgan Stanley analyst Keith Weiss downgraded Oracle to Equal Weight from Overweight as he does not see the catalysts for a positive inflection in revenue growth coming in 2019. The prospects of a strong database cycle have been pushed further out, added Weiss, who thinks limited operating income growth thru calendar 2019 will not be enough to drive its multiple higher. Based on current multiples applied to his calendar 2020 EPS estimate, Weiss cut his price target for Oracle shares to $53 from $57.
01/15/19
01/15/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. PG&E (PCG) downgraded to Sell from Buy at Argus with analyst Jacob Kilstein citing the company's announcement that it will declare bankruptcy based on the potential for $30B in liability costs related to its role in California wildfire, the lack of financing, and the absence of the state government intervention. 2. SL Green Realty (SLG) downgraded to Neutral from Buy at Goldman Sachs with analyst Andrew Rosivach saying he believes the market will value at a lower multiple than real estate ownership. 3. Atlassian (TEAM) and Yext (YEXT) were downgraded to Underweight from Equal Weight at Morgan Stanley while Oracle (ORCL), VMware (VMW), and Autodesk (ADSK) were downgraded to Equal Weight from Overweight. 4. Brookfield Business Partners (BBU) downgraded to Sector Perform at RBC Capital. 5. Edison International (EIX) downgraded to Underperform from Neutral at BofA/Merrill with analyst Julien Dumoulin-Smith citing the challenging operating environment in California following the PG&E (PCG) Chapter 11 filing. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/19/19
STPT
02/19/19
DOWNGRADE
STPT
Hold
Oracle downgraded to Hold from Buy at Standpoint Research

TODAY'S FREE FLY STORIES

PG

Procter & Gamble

$122.22

0.37 (0.30%)

, KO

Coca-Cola

$53.90

-0.62 (-1.14%)

08:17
09/21/19
09/21
08:17
09/21/19
08:17
Periodicals
Kellogg, Coca-Cola among staples stocks for dividends, Barron's says »

Consumer-staples stocks…

PG

Procter & Gamble

$122.22

0.37 (0.30%)

KO

Coca-Cola

$53.90

-0.62 (-1.14%)

PEP

PepsiCo

$134.49

-0.98 (-0.72%)

CL

Colgate-Palmolive

$70.97

0.01 (0.01%)

KMB

Kimberly-Clark

$135.13

0.9 (0.67%)

K

Kellogg

$63.79

0.07 (0.11%)

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CMCSA

Comcast

$46.36

-0.32 (-0.69%)

, CMCSK

Comcast

$0.00

(0.00%)

08:09
09/21/19
09/21
08:09
09/21/19
08:09
Periodicals
Facebook, Microsoft among growth stocks for risky times, Barron's says »

Comcast (CMCSA), Delta…

CMCSA

Comcast

$46.36

-0.32 (-0.69%)

CMCSK

Comcast

$0.00

(0.00%)

DAL

Delta Air Lines

$58.63

-0.05 (-0.09%)

FANG

Diamondback Energy

$96.90

-0.45 (-0.46%)

EHC

Encompass Health

$64.41

-0.01 (-0.02%)

FB

Facebook

$189.88

-0.27 (-0.14%)

JNJ

Johnson & Johnson

$131.73

1.75 (1.35%)

MSFT

Microsoft

$139.34

-1.74 (-1.23%)

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YUM

Yum! Brands

$112.31

-1.83 (-1.60%)

, MCD

McDonald's

$209.44

-1.12 (-0.53%)

08:05
09/21/19
09/21
08:05
09/21/19
08:05
Periodicals
Fast food stock could gain if consumer spending slows, Barron's says »

Despite a surge in second…

YUM

Yum! Brands

$112.31

-1.83 (-1.60%)

MCD

McDonald's

$209.44

-1.12 (-0.53%)

CMG

Chipotle

$835.17

3.67 (0.44%)

CBRL

Cracker Barrel

$166.12

-0.23 (-0.14%)

WEN

Wendy's

$20.77

0.22 (1.07%)

QSR

Restaurant Brands

$72.64

-1.24 (-1.68%)

03/08/13
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03/06/13
Barclays

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SFTBF

SoftBank

$0.00

(0.00%)

, SFTBY

SoftBank

$0.00

(0.00%)

08:00
09/21/19
09/21
08:00
09/21/19
08:00
Periodicals
Softbank stock still attractive, Barron's says »

Investors seem convinced…

SFTBF

SoftBank

$0.00

(0.00%)

SFTBY

SoftBank

$0.00

(0.00%)

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REAL

RealReal

$17.00

0.21 (1.25%)

07:57
09/21/19
09/21
07:57
09/21/19
07:57
Periodicals
RealReal among year's more under-the-radar IPOs, Barron's says »

The RealReal is one of…

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CVS

CVS Health

$64.28

0.65 (1.02%)

, WAB

Wabtec

$74.01

0.26 (0.35%)

07:48
09/21/19
09/21
07:48
09/21/19
07:48
Periodicals
Opioid crisis could hurt investors, Barron's says »

Opioid lawsuits have…

CVS

CVS Health

$64.28

0.65 (1.02%)

WAB

Wabtec

$74.01

0.26 (0.35%)

ABC

AmerisourceBergen

$85.13

0.475 (0.56%)

CAH

Cardinal Health

$47.89

-0.14 (-0.29%)

MCK

McKesson

$146.83

1.06 (0.73%)

MYL

Mylan

$21.01

0.03 (0.14%)

AMRX

Amneal Pharmaceuticals

$3.34

0.21 (6.71%)

ABT

Abbott

$83.56

0.35 (0.42%)

MNK

Mallinckrodt

$2.46

0.01 (0.41%)

ENDP

Endo

$3.48

0.115 (3.42%)

TEVA

Teva

$7.44

-0.08 (-1.06%)

JNJ

Johnson & Johnson

$131.73

1.75 (1.35%)

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

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    Nov

DDAIF

Daimler AG

$0.00

(0.00%)

, FCAU

Fiat Chrysler

$13.52

-0.11 (-0.81%)

07:13
09/21/19
09/21
07:13
09/21/19
07:13
On The Fly
Week in Review: How Trump's policies moved stocks »

Catch up on the top…

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$13.52

-0.11 (-0.81%)

F

Ford

$9.16

0.06 (0.66%)

GM

General Motors

$37.37

-0.41 (-1.09%)

HMC

Honda

$26.68

0.03 (0.11%)

NSANY

Nissan

$0.00

(0.00%)

TSLA

Tesla

$240.62

-5.89 (-2.39%)

TM

Toyota

$136.72

0.12 (0.09%)

VWAGY

Volkswagen

$0.00

(0.00%)

FB

Facebook

$189.88

-0.27 (-0.14%)

AGU

Agrium

$0.00

(0.00%)

ANDE

Andersons

$26.28

-0.56 (-2.09%)

ADM

Archer Daniels

$40.94

0.05 (0.12%)

BG

Bunge

$55.91

-0.26 (-0.46%)

CF

CF Industries

$49.28

-0.76 (-1.52%)

CMP

Compass Minerals

$56.29

-1.765 (-3.04%)

IPI

Intrepid Potash

$3.43

0.01 (0.29%)

POT

Potash

$0.00

(0.00%)

SYT

Syngenta

$0.00

(0.00%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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UPS

UPS

$120.71

1.61 (1.35%)

21:22
09/20/19
09/20
21:22
09/20/19
21:22
Conference/Events
UPS management to meet with UBS »

Meetings to be held in…

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DIS

Disney

$132.18

-1.14 (-0.86%)

, T

AT&T

$37.92

0.78 (2.10%)

18:17
09/20/19
09/20
18:17
09/20/19
18:17
Periodicals
Disney reaches TV carriage agreement with AT&T, Bloomberg says »

The deal includes ESPN on…

DIS

Disney

$132.18

-1.14 (-0.86%)

T

AT&T

$37.92

0.78 (2.10%)

03/08/13
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03/06/13
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03/06/13
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BA

Boeing

$379.33

-5.28 (-1.37%)

18:15
09/20/19
09/20
18:15
09/20/19
18:15
Periodicals
Icelandair reaches deal for Boeing to cover costs associated with 737, WSJ says »

Icelandair Group said it…

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MCF

Contango Oil & Gas

$1.71

-0.07 (-3.93%)

17:58
09/20/19
09/20
17:58
09/20/19
17:58
Hot Stocks
Karlin Asset Management reports 11.4% passive stake in Contango Oil & Gas »

Karlin Asset Management…

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GLD

SPDR Gold Shares

$142.97

1.68 (1.19%)

17:41
09/20/19
09/20
17:41
09/20/19
17:41
Hot Stocks
SPDR Gold Shares holdings rise to 894.15MT from 883.60MT »

This is the highest level…

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VXRT

Vaxart

$0.58

-0.0307 (-5.03%)

17:37
09/20/19
09/20
17:37
09/20/19
17:37
Syndicate
Vaxart files to sell 15.6M shares of common stock »

H.C. Wainwright acted as…

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AAPL

Apple

$217.69

-3.22 (-1.46%)

17:34
09/20/19
09/20
17:34
09/20/19
17:34
Periodicals
Apple given tariff exclusion on certain Mac Pro parts, Bloomberg says »

Apple has received U.S.…

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IIVI

II-VI

$39.05

-0.5 (-1.26%)

, CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

17:31
09/20/19
09/20
17:31
09/20/19
17:31
Hot Stocks
II-VI to enter S&P 400; Callon Petroleum, PriceSmart to enter S&P SmallCap600 »

S&P SmallCap 600…

IIVI

II-VI

$39.05

-0.5 (-1.26%)

CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

FNSR

Finisar

$24.31

1.25 (5.42%)

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NVR

NVR

$3,632.55

-30.45 (-0.83%)

, JEF

Jefferies Financial Group

$19.47

-0.19 (-0.97%)

17:26
09/20/19
09/20
17:26
09/20/19
17:26
Hot Stocks
NVR to replace Jefferies Financial Group in the S&P 500 at open on September 26 »

NVR (NVR) will replace…

NVR

NVR

$3,632.55

-30.45 (-0.83%)

JEF

Jefferies Financial Group

$19.47

-0.19 (-0.97%)

SPB

Spectrum Brands

$49.66

-1.395 (-2.73%)

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NOC

Northrop Grumman

$368.25

-7.45 (-1.98%)

17:24
09/20/19
09/20
17:24
09/20/19
17:24
Hot Stocks
Northrop Grumman subsidiary awarded $1.12B Missile Defense Agency contract »

Orbital Sciences, or OSC,…

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PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

, FNSR

Finisar

$24.31

1.25 (5.42%)

17:23
09/20/19
09/20
17:23
09/20/19
17:23
Hot Stocks
Breaking Hot Stocks news story on PriceSmart, Finisar »

PriceSmart to replace…

PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

FNSR

Finisar

$24.31

1.25 (5.42%)

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  • 30

    Oct

IIVI

II-VI

$39.05

-0.5 (-1.26%)

, CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

17:22
09/20/19
09/20
17:22
09/20/19
17:22
Hot Stocks
Breaking Hot Stocks news story on II-VI, Callon Petroleum »

II-VI to replace Callon…

IIVI

II-VI

$39.05

-0.5 (-1.26%)

CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

03/08/13
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    Oct

NVR

NVR

$3,632.55

-30.45 (-0.83%)

17:20
09/20/19
09/20
17:20
09/20/19
17:20
Hot Stocks
Breaking Hot Stocks news story on NVR »

NVR to replace Jefferies…

03/08/13
Wedge Partners
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03/06/13
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NHYDY

Norsk Hydro

$0.00

(0.00%)

17:12
09/20/19
09/20
17:12
09/20/19
17:12
Hot Stocks
Norsk Hydro discloses federal court in Brazil lifts embargo on Alunortes »

The Federal Court in…

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RESN

Resonant

$3.05

0.02 (0.66%)

17:03
09/20/19
09/20
17:03
09/20/19
17:03
Conference/Events
Resonant participates in a conference call with Loop Capital »

Semiconductor Analysts…

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NINE

Nine Energy Services

$6.73

-0.33 (-4.67%)

17:02
09/20/19
09/20
17:02
09/20/19
17:02
Syndicate
Breaking Syndicate news story on Nine Energy Services »

Nine Energy Services…

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ATOM

Atomera

$3.70

0.17 (4.82%)

17:00
09/20/19
09/20
17:00
09/20/19
17:00
Conference/Events
Atomera participates in a conference call with Loop Capital »

Semiconductor Analysts…

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MPWR

Monolithic Power

$154.21

-2 (-1.28%)

16:50
09/20/19
09/20
16:50
09/20/19
16:50
Conference/Events
Monolithic Power participates in a conference call with Loop Capital »

Semiconductor Analysts…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
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