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TNDM

TNDM

, OPRX

OptimizeRx

$13.73

-0.12 (-0.87%)

19:08
02/26/19
02/26
19:08
02/26/19
19:08

Fly Intel: After Hours Movers

UP AFTER EARNINGS: Tandem Diabetes (TNDM) up 16.7%... OptimizeRX (OPRX) up 12.4%... Palo Alto Networks (PANW) up 10.2%... Jazz Pharma (JAZZ) up 9.2%... GW Pharmaceuticals (GWPH) up 8.8%... JAKKS Pacific (JAKK) up 7.0%... Inspire Medical (INSP) up 6.0%... Suparnus Pharma (SUPN) up 5.8%... Sea Limited (SE) up 5.3%... Full House Resorts (FLL) up 5.2%... Heico Corp (HEI) up 4.2%... Immersion Corp (IMMR) up 3.9%... Planet Fitness (PLNT) up 3.5%... Ring Energy (REI) up 3.4%... Masimo Corp (MASI) up 3.2%... Toll Brothers (TOL) up 3.1%... Pizza John's (PZZA) up 2.9%... Revance Therapeutics (RVNC) up 2.8%... Medifast (MED) up 2.5%... Red Robin Gourmet Burgers (RRGB) up 1.2%... Public Storage (PSA) up 1.1%. ALSO HIGHER: Maxar Technologies (MAXR) up 8.7% after forest alert service update for its RADARSAT-2... Livent Corp (LTHM) up 6.3% after being admitted into S&P SmallCap 600 index... DOWN AFTER EARNINGS: Weight Watchers (WTW) down 29.6%... e.l.f. Beauty (ELF) down 16.6%... Evolent Health (EVH) down 16.0%... Whiting Petroleum (WLL) down 11.6%... Inogen (INGN) down 11.5%... CoreLogic (CLGX) down 11.4%... Mylan (MYL) down 9.3%... TiVo Corp (TIVO) down 9.2%... Benefitfocus (BNFT) down 8.8%... B&G Foods (BGS) down 6.9%... Cerus Corp (CERS) down 6.4%... Axon Enterprise (AAXN) down 4.5%... EOG Resources (EOG) down 3.2%... Enphase Energy (ENPH) down 2.8%... MacroGenics (MGNX) down 2.5%... Acadia Pharma (ACAD) down 2.4%... Alder Biopharma (ALDR) down 2.3%. ALSO LOWER: New York Mortgage Trust (NYMT) down 2.6% after equity offering. Movers as of 18:30ET.

TNDM

TNDM

OPRX

OptimizeRx

$13.73

-0.12 (-0.87%)

PANW

Palo Alto Networks

$235.50

1.68 (0.72%)

JAZZ

Jazz Pharmaceuticals

$127.60

1.36 (1.08%)

GWPH

GW Pharmaceuticals

$153.10

2.23 (1.48%)

JAKK

JAKKS Pacific

$2.01

0.015 (0.75%)

INSP

Inspire Medical

$56.34

-0.57 (-1.00%)

SUPN

Supernus

$36.91

-0.26 (-0.70%)

SE

Sea Limited

$16.17

0.27 (1.70%)

FLL

Full House Resorts

$2.11

(0.00%)

HEI

Heico

$93.64

-0.635 (-0.67%)

IMMR

Immersion

$9.62

-0.265 (-2.68%)

PLNT

Planet Fitness

$56.95

0.23 (0.41%)

REI

Ring Energy

$6.15

-0.07 (-1.13%)

MASI

Masimo

$127.78

-1.66 (-1.28%)

TOL

Toll Brothers

$37.30

-0.015 (-0.04%)

PZZA

Papa John's

$41.81

-0.05 (-0.12%)

RVNC

Revance

$17.07

0.11 (0.65%)

MED

Medifast

$131.77

4.11 (3.22%)

RRGB

Red Robin

$29.64

-1.03 (-3.36%)

PSA

Public Storage

$202.63

1.26 (0.63%)

MAXR

Maxar Technologies

$7.36

0.425 (6.13%)

LTHM

Livent

$12.80

-1.14 (-8.18%)

WTW

Symbol now WW

$29.60

0.21 (0.71%)

ELF

e.l.f. Beauty

$9.48

0.03 (0.32%)

EVH

Evolent Health

$14.69

0.105 (0.72%)

WLL

Whiting Petroleum

$28.12

-0.22 (-0.78%)

INGN

Inogen

$140.12

-4.43 (-3.06%)

CLGX

CoreLogic

$40.58

-0.11 (-0.27%)

MYL

Mylan

$30.62

-0.35 (-1.13%)

TIVO

TiVo

$11.12

-0.02 (-0.18%)

BNFT

Benefitfocus

$57.68

-0.61 (-1.05%)

BGS

B&G Foods

$24.66

0.16 (0.65%)

CERS

Cerus

$6.29

-0.145 (-2.25%)

AAXN

Axon

$60.15

2.1 (3.62%)

EOG

EOG Resources

$93.95

-0.81 (-0.85%)

ENPH

Enphase Energy

$8.10

0.03 (0.37%)

MGNX

MacroGenics

$20.82

-0.9 (-4.14%)

ACAD

Acadia

$23.57

-0.16 (-0.67%)

ALDR

Alder Biopharmaceuticals

$13.51

-1.15 (-7.84%)

NYMT

New York Mortgage

$6.16

-0.01 (-0.16%)

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TNDM TNDM

02/15/19
BARD
02/15/19
NO CHANGE
Target $55
BARD
Outperform
Tandem Diabetes price target raised to $55 from $46 at Baird
Baird analyst Jeff Johnson raised his price target on Tandem Diabetes to $55 from $46 after the company received FDA approval of its t:slim X2 pump as an "alternate controller enabled," or ACE, infusion pump. Although the analyst did not raise his estimates, he believes the designation should further differentiate Tandem and de-risk the 2020 development timeline for t:sport, which he believes can help sustain the company's recent momentum. Johnson reiterated his Outperform rating on Tandem Diabetes shares.
01/04/19
PIPR
01/04/19
NO CHANGE
PIPR
Piper insulin delivery survey shows Tandem gaining market share
Piper Jaffray conducted an insulin delivery survey in November consisting of 140 patients, physicians and certified diabetes educators, analysts led by JP McKim tell investors in a research note. The firm's top three takeaways from the survey are that the introduction of automated insulin delivery systems will increase pump penetration from ~30% today up into the 40%-45% range, Tandem Diabetes (TNDM) is gaining market share from Medtronic (MDT) though both are going to benefit from the Animas exit, and smart pens are more attractive to current multiple daily injection users compared to those already on a pump. Piper keeps Overweight ratings on both Insulet (PODD) and Tandem given this backdrop. It believes near term upside remains the highest for Tandem.
02/04/19
PIPR
02/04/19
NO CHANGE
PIPR
Overweight
Piper says UnitedHealth updated policy won't have real impact on Tandem revenue
Piper Jaffray analyst JP McKim said some will interpret UnitedHealth's (UNH) recently updated insulin pump policy, which expands Medtronic's (MDT) preferential agreement to patients age 7 and older, to mean that Tandem Diabetes (TNDM) "is farther away from getting back into good graces" with the insurer. However, while he understands that logic, McKim said he cannot know for sure either way and he thinks it won't have any real impact on Tandem's revenues. McKim, who keeps an Overweight rating on Tandem Diabetes shares, added that "patients and physicians hate this agreement as everyone wants open options for patients."
02/14/19
PIPR
02/14/19
NO CHANGE
Target $60
PIPR
Overweight
FDA ACE insulin pump a nice win for Tandem Diabetes, says Piper Jaffray
Piper Jaffray analyst JP McKim kept his Overweight rating and $60 price target on Tandem Diabetes, saying the FDA announcement authorizing the first t:slim X2 interoperable insulin pump is a "nice win" for the company. The analyst says the decision allows the company to "go market as the world's first interoperable pump", adding that the feedback on Tandem also continues to be "very strong."
OPRX OptimizeRx
$13.73

-0.12 (-0.87%)

11/06/18
ROTH
11/06/18
NO CHANGE
Target $30
ROTH
Buy
OptimizeRx price target raised to $30 from $25 at Roth Capital
Roth Capital analyst Richard Baldry lowered his price target for OptimizeRx to $30 from $25 on "impressive" Q3 results, with 75% organic growth supporting record revenues, a second quarter of GAAP profitability, growing pro forma EPS and 28% adjusted operating margins. The analyst reiterates a Buy rating on the shares.
01/03/19
01/03/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Cision (CISN) initiated with a Neutral at Goldman Sachs. 2. Cheniere Energy (LNG) initiated with a Buy at UBS. 3. OptimizeRx (OPRX) initiated with an Outperform at William Blair. 4. Comerica (CMA) initiated with a Buy at Argus. 5. Kirkland Lake Gold (KL) initiated with a Buy at Roth Capital. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
01/03/19
WBLR
01/03/19
INITIATION
WBLR
Outperform
OptimizeRx well positioned for 'industry mega trends,' says William Blair
William Blair analyst Ryan Daniels initiated coverage of OptimizeRx with an Outperform rating. The analyst laid out six primary reasons for why he views OptimizeRx shares as an attractive small-cap healthcare technology holding. OptimizeRx's solutions address a critical, but largely unmet need for both pharmaceutical companies and physicians, Daniels tells investors in a research note. Further, he believes it is well positioned to benefit from "several industry mega trends" that will drive organic growth.
01/03/19
WBLR
01/03/19
INITIATION
WBLR
Outperform
OptimizeRx initiated with an Outperform at William Blair
William Blair analyst Ryan Daniels started OptimizeRx with an Outperform rating.
PANW Palo Alto Networks
$235.50

1.68 (0.72%)

02/26/19
NORL
02/26/19
DOWNGRADE
NORL
Market Perform
Palo Alto Networks downgraded to Market Perform from Outperform at Northland
02/26/19
NORL
02/26/19
DOWNGRADE
Target $240
NORL
Market Perform
Palo Alto Networks downgraded to Market Perform ahead of guidance at Northland
As previously reported, Northland analyst Robert Breza downgraded Palo Alto Networks to Market Perform from Outperform, stating that he expects upside to Q2 revenue and EPS given the company's track record of earnings beats, but he also expects EPS to be guided down as the company invests for growth while absorbing the Demisto acquisition. Breza, who sees the risk/reward as negatively biased ahead of tonight's report, has a $240 price target on Palo Alto shares.
02/20/19
02/20/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. CVS Health (CVS) downgraded to Market Perform from Outperform at Wells Fargo with analyst Peter Costa citing its "continued failure" to stabilize its existing businesses, particularly the long-term care business, after two years of pressure. 2. Southwest (LUV) downgraded to Sell from Neutral at Goldman Sachs with analyst Catherine O'Brien saying Southwest's fiscal 2019 pretax margin will decline 60 basis points due to the dilutive impact of its new Hawaii flying and unit cost ex-fuel pressures. 3. Charles Schwab (SCHW) downgraded to Sell from Neutral at UBS, while E-Trade (ETFC) was downgraded to Neutral from Buy. 4. Palo Alto Networks (PANW) downgraded to Hold from Buy at Gabelli with analyst Hendi Susanto citing valuation. 5. Teva (TEVA) downgraded to Neutral from Buy at Mizuho with analyst Irina Koffler saying her investment thesis is "broken" after Teva's "disappointing 2019 guidance and cautious longer-term outlook." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/26/19
02/26/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Caterpillar (CAT) downgraded to Sell from Buy at UBS by analyst Steven Fisher, who believes believes ~55% of Caterpillar's end markets will peak in 2019, pressuring revenue and margins in 2020 as demand declines. Continued growth in mining and share buybacks will not be enough to offset headwinds in construction and oil and gas, he said. 2. Foot Locker (FL) downgraded to Hold from Buy at Pivotal Research by analyst Mitchel Kummetz, who sees a less favorable risk/reward into the company's Q4 results on March 1. The analyst expects "solid" Q4 results but believes the company's Q1 is likely off to a slow start. An easy two-year comparison may not be enough for Foot Locker to generate solid Q1 same-store-sales, as the quarter is likely off to a slow start on delayed/reduced tax refunds, he said. 3. Windstream (WIN) downgraded to Underperform from Market Perform at Wells Fargo by analyst Jennifer Fritzsche to reflect the company's filing for Chapter 11 restructuring and uncertainty surrounding the short to medium term operations and financing challenges. 4. Palo Alto Networks (PANW) downgraded to Market Perform from Outperform at Northland by analyst Robert Breza, who stated that he expects upside to Q2 revenue and EPS given the company's track record of earnings beats, but he also expects EPS to be guided down as the company invests for growth while absorbing the Demisto acquisition. 5. CenturyLink (CTL) downgraded to Neutral from Buy at BofA/Merrill by analyst David Barden, who said he learned that the dividend cut was based on leverage, maturities, and the state of the bond market, not any fundamental change in the business, revenue fixes are being taken but the top line will not inflect this year, and no structural changes are underway at this time. The analyst came away more confident about underlying trends, but believes investors are more focused on near-term revenue and believes Q1 consensus estimates are too high, setting up for poor stock performance. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
JAZZ Jazz Pharmaceuticals
$127.60

1.36 (1.08%)

12/14/18
WOLF
12/14/18
INITIATION
WOLF
Peer Perform
Jazz Pharmaceuticals initiated with a Peer Perform at Wolfe Research
11/27/18
RBCM
11/27/18
NO CHANGE
RBCM
RBC Capital likes select Specialty Pharma names on recent sector selling
RBC Capital analyst Randall Stanicky is positive on Amneal Pharmaceuticals (AMRX), Endo International (ENDP), Flexion Therapeutics (FLXN), Jazz Pharmaceuticals (JAZZ) as his top selections in Specialty Pharma, saying the sector has come under particular pressure in the most recent market sell-off. The analyst anticipates Amneal Pharmaceuticals to benefit from a cyclical generics recovery in the 2nd half of 2019, saying its "valuation is compelling against growth outlook". For Endo International, Stanicky sees the cellulite data driven selloff as overdone and believes that its low valuation helps to set a floor for the stock. For Flexion, the analyst anticipates a 2019 inflection on ramping Zilretta launch, adding that its 32% short interest is "hard to ignore". For Jazz Pharma, Stanicky points to a re-set of expectations around Vyxeos in Q3 as the company enters a "catalyst-heavy path led by December 20th solriamfetol PDUFA" and a material discount in valuation. The analyst maintain his Outperform rating on these four stocks.
12/11/18
OPCO
12/11/18
INITIATION
Target $180
OPCO
Outperform
Jazz Pharmaceuticals initiated with an Outperform at Oppenheimer
Oppenheimer analyst Esther Rajavelu started Jazz Pharmaceuticals with an Outperform rating and $180 price target. The company has laid the groundwork to sustain its sleep franchise post Xyrem generics, Rajavelu tells investors in a research note. The analyst believes Jazz has a "solid" base business with its central nervous system-related sleep disorders franchise and a late-stage pipeline with "several" near-term catalysts.
12/12/18
12/12/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Foamix (FOMX) initiated with a Buy at BofA/Merrill. 2. Jazz Pharmaceuticals (JAZZ) initiated with an Outperform at Oppenheimer while GW Pharmaceuticals (GWPH) was initiated with a Perform. 3. Six Flags (SIX) initiated with a Buy at Berenberg. 4. iQIYI (IQ) initiated with a Hold at HSBC. 5. Intercept (ICPT), Viking Therapeutics (VKTX), and Galmed (GLMD) were initiated with a Buy at B. Riley FBR, while Madrigal Pharmaceuticals (MDGL) initiated with a Neutral. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
GWPH GW Pharmaceuticals
$153.10

2.23 (1.48%)

02/22/19
GUGG
02/22/19
INITIATION
Target $178
GUGG
Buy
GW Pharmaceuticals initiated with a Buy at Guggenheim
Guggenheim analyst Yatin Suneja initiated GW Pharmaceuticals with a Buy rating and $178 price target, stating that the company's "state-of-the-art Cannabis-based platform" has the potential to deliver drugs for several neurological disorders and lead drug, Epidiolex, should have a successful launch.
02/26/19
PIPR
02/26/19
NO CHANGE
PIPR
GW metrics indicate 'hugely successful' Epidiolex launch, says Piper Jaffray
Piper Jaffray analyst Danielle Brill says GW Pharmaceuticals' Epidiolex revenues of $4.7M for the first quarter of commercial launch beat her $3.7M and consensus $2.5M estimate. While these numbers "solidly beat expectations," they are still not truly representative of Epidiolex's launch trajectory, Brill tells investors in a post-earnings research note titled "Epidiolex Metrics Signify a Hugely Successful Launch." She notes that Q4 was a stub quarter, as Eepidiolex launched in early November, which included two holiday weeks and that refill rates were likely very low due to protracted initial turnaround times. The analyst expects to see "significant" revenue growth in the coming quarters. She has an Overweight rating on GW Pharmaceuticals, which is trading up 8.1%, or $12.41, to $165.30 following the earnings report.
02/15/19
STFL
02/15/19
NO CHANGE
Target $179
STFL
Buy
Signs point to 'hot start' for GW's Epidiolex, says Stifel
After discussing GW's progress with Epidiolex reimbursement/access and other key commercial considerations with the company's VP of Investor Relations, Stifel analyst Paul Matteis said he continues to recommend GW Pharmaceuticals shares ahead of what he believes will be a very strong launch for Epidiolex with upside to 2019 consensus expectations. Matteis, who warns that a "collection of variables may create a disconnect where recognized sales are not really indicative of how the launch is progressing" in the company's Q4 results, keeps a Buy rating and $179 price target on GW Pharmaceuticals shares.
01/18/19
PIPR
01/18/19
NO CHANGE
Target $180
PIPR
Overweight
GW Pharmaceuticals launch of Epidiolex is going well, says Piper Jaffray
After an update from management and consulting with two neurologists, Piper Jaffray analyst Danielle Brill believes the launch of GW Pharmaceuticals' Epidiolex launch is going well. GW indicated demand is high but the majority of current prescriptions are from academic institutions, that payer coverage is expanding nicely, and that fill time is now less than two weeks, Brill tells investors in a research note titled "Expert Feedback on Epidiolex Instills Confidence in Strength of Launch." The experts she spoke to mostly agreed. The analyst reiterates an Overweight rating on GW Pharmaceuticals with a $180 price target.
JAKK JAKKS Pacific
$2.01

0.015 (0.75%)

INSP Inspire Medical
$56.34

-0.57 (-1.00%)

02/05/19
DOTC
02/05/19
INITIATION
Target $64
DOTC
Buy
Inspire Medical initiated with a Buy at Dougherty
Before the market open, Dougherty analyst Kyle Bauser initiated Inspire Medical with a Buy rating and $64 price target.
10/29/18
LEER
10/29/18
INITIATION
Target $57
LEER
Outperform
Inspire Medical initiated with an Outperform at Leerink
Leerink analyst Richard Newitter started Inspire Medical with an Outperform rating and $57 price target. The analyst sees it as a sustainable ultra high-growth/gross margin small-cap as the company drives higher utilization of its first and only FDA-approved neurostimulation device for obstructive sleep apnea, where current therapies have drawbacks and Inspire Medical's unique solution can offer patient benefits over them.
05/29/18
STFL
05/29/18
INITIATION
Target $42
STFL
Buy
Inspire Medical initiated with a Buy at Stifel
Stifel analyst Jonathan Block started Inspire Medical Systems with a Buy rating and $42 price target, stating that his diligence with ENTs and Sleep Specialists identifies a significant opportunity for the company's Upper Airway Stimulation procedure to gain market share from more invasive surgical procedures. Block also believes the company's clinical data is likely robust enough to eventually win over commercial payors and sets a high hurdle for future competitors, he tells investors.
11/28/18
BREN
11/28/18
INITIATION
Target $31
BREN
Sell
Inspire Medical initiated with a Sell at Berenberg
Berenberg initiated Inspire Medical with a Sell and $31 price target.
SUPN Supernus
$36.91

-0.26 (-0.70%)

01/31/19
JANY
01/31/19
INITIATION
Target $55
JANY
Buy
Supernus assumed with a Buy at Janney Montgomery Scott
Janney Montgomery Scott analyst Esther Hong assumed coverage of Supernus with a Buy rating and $55 fair value estimate.
01/31/19
01/31/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. At Home Group (HOME) initiated with a Hold at Gordon Haskett. 2. Teladoc (TDOC) initiated with a Buy at Berenberg. 3. Intercept (ICPT) initiated with an Outperform at Credit Suisse. 4. Recro Pharma (REPH), BioDelivery Sciences (BDSI), and Supernus (SUPN) were assumed with a Buy at Janney Montgomery Scott. 5. Green Thumb Industries (GTBIF) initiated with a Buy at Benchmark. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
01/28/19
RILY
01/28/19
NO CHANGE
Target $65
RILY
Buy
Supernus added to Alpha Generator list at B. Riley FBR
B. Riley FBR analyst David Buck added Supernus Pharmaceuticals to his firm's Alpha Generator list and reiterates a Buy rating on the shares with a $65 price target. He expects continued growth for Trokendi XR despite new entrants in the migraine category.
01/16/19
PIPR
01/16/19
NO CHANGE
Target $44
PIPR
Neutral
Piper says Supernus shares not attractive after 'mixed' psychiatrist survey
Piper Jaffray analyst David Amsellem says his firm conducted a "brief" survey of 27 psychiatrists with the goal of gauging perceptions of the potential role of Supernus Pharmaceuticals' (SUPN) SPN-812 in pediatric and adolescent attention-deficit/hyperactivity disorder. While some of the feedback was suggestive of a meaningful role for SPN-812 in the broader ADHD treatment armamentarium, and as a potential alternative to Eli Lilly's (LLY) Strattera and even stimulants in some cases, "this was far from a consensus view," Amsellem tells investors in a research note. There was equally as much feedback suggesting a more limited role for SPN-812, adds the analyst. Taken together, Amsellem remains concerned about the extent to which the payer landscape for SPN-812 will be restrictive. He views the survey results as mixed for Supernus and says the stock is not attractive at these levels. The analyst reiterates a Neutral rating on the name with a $44 price target.
SE Sea Limited
$16.17

0.27 (1.70%)

02/28/18
STFL
02/28/18
NO CHANGE
STFL
Sea Limited poised for market share growth in 2018, says Stifel
Stifel analyst Scott Devitt called Sea Limited's Q4 results "solid" and believes the company is ready for continued market share gains in 2018 that "should enable significant strides in monetization over time." Devitt reiterated a Buy rating and $19 PT on Sea Limited shares.
11/21/18
PIPR
11/21/18
NO CHANGE
Target $18
PIPR
Overweight
Sea Limited posted 'strong' Q3 results, says Piper Jaffray
Piper Jaffray analyst Michael Olson says Sea Limited had a "strong" Q3 with revenue and adjusted EBITDA ahead of plan. The combination of GDP and connectivity growth, along with a "secular rising tide" in the company's core verticals, will drive "strong" near-term growth, followed by "material" long-term profitability, Olson tells investors in a post-earnings research note. He lowered his price target for the shares to $18 from $19 on his sum-of-the-parts valuation but maintains an Overweight rating on Sea Limited.
02/01/19
MSCO
02/01/19
NO CHANGE
MSCO
Overweight
Sea Limited named a long Research Tactical Idea at Morgan Stanley
06/21/18
PIPR
06/21/18
NO CHANGE
Target $18
PIPR
Overweight
Sea Limited's Free Fire becoming surprise hit, says Piper Jaffray
Piper Jaffray analyst Michael Olson notes that Sea Limited's Garena segment has historically licensed 100% of content from third parties, but last year developed Free Fire internally. The title has become a surprise hit in several markets, he contends, adding that he is seeing Free Fire among the top 10 games in more than 10 countries. While the analyst does not anticipate Free Fire driving material revenue in Q2, he believes the game could be a source of 2H18 upside. Olson reiterates an Outperform rating and $18 price target on the shares.
FLL Full House Resorts
$2.11

(0.00%)

09/20/18
ROTH
09/20/18
INITIATION
Target $4.5
ROTH
Buy
Full House Resorts initiated with a Buy at Roth Capital
Roth Capital analyst David Bain initiated Full House Resorts with a Buy rating and $4.50 price target, as he forecasts 2019 adjusted EBITDA growth of 21%, which tops peer growth of 7%, and sees significant potential upside in its scheduled and potential casino projects.
03/13/18
TLSY
03/13/18
INITIATION
TLSY
Outperform
Full House Resorts initiated with an Outperform at Telsey Advisory
HEI Heico
$93.64

-0.635 (-0.67%)

08/29/18
RHCO
08/29/18
NO CHANGE
Target $97
RHCO
Buy
Heico price target raised to $97 from $85 at SunTrust
SunTrust analyst Michael Ciarmoli raised his price target on Heico to $97 and kept his Buy rating after its "strong" Q3 results, saying the quarter "exceeded expectations on organic revenue growth acceleration" in both Flight Support Group and Electronic Technologies Group segments. The analyst expects sustained strength of defense and aftermarket demand to continue supporting the stock, adding that the latest pro-competition International Air Transport Association agreement with CFM will remove the overhang regarding Heico's total market expansion over the long term, even though Ciarmoli does not expect the benefits from this deal to materialize over the next 12-18 months.
08/29/18
JEFF
08/29/18
NO CHANGE
Target $100
JEFF
Buy
Heico price target raised to $100 from $86 at Jefferies
Jefferies analyst Sheila Kahyaoglu raised her price target for Heico to $100 after the company reported 12% organic growth in fiscal Q3. Heico appears well positioned to capitalize on expansion of its markets given product introductions and a proven acquisition strategy, Kahyaoglu tells investors in a post-earnings research note titled "Delivering Results Across the Portfolio." The analyst keeps a Buy rating on the shares.
01/22/19
VERT
01/22/19
INITIATION
Target $91
VERT
Buy
Heico initiated with a Buy at Vertical Research
Vertical Research initiated Heico with a Buy and $91 price target.
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.
IMMR Immersion
$9.62

-0.265 (-2.68%)

09/12/18
CHLM
09/12/18
UPGRADE
CHLM
Buy
Immersion upgraded to Buy from Hold at Craig-Hallum
09/12/18
09/12/18
UPGRADE
Target $15

Buy
Immersion upgraded to Buy on potential Samsung deal at Craig-Hallum
As previously reported, Craig-Hallum analyst Anthony Stoss upgraded Immersion (IMMR) to Buy from Hold as he believes the stock is now back into favorable risk/reward waters. The analyst notes that the company's new interim CEO has a long history of working with Samsung (SSNLF) to get deals done, and expects he will be aggressive in negotiating with the latter and a deal getting done sooner rather than later. Stoss also raised his price target on Immersion shares to $15 from $14.
09/12/18
09/12/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. TerraForm Power (TERP) upgraded to Neutral from Sell at Goldman Sachs with analyst Brian Lee saying the recent underperformance of the shares has driven a more balanced risk/reward profile. 2. Tiffany (TIF) upgraded to Outperform from Perform at Oppenheimer with analyst Brian Nagel stating he believes the risk/reward trade-off in owning the stock nearer term is now much more favorable. 3. Best Inc. (BSTI) upgraded to Outperform from Neutral at Macquarie with analyst Eric Zong saying he believes Best's current valuation reflects the value of the express delivery business, approximately $6.53/share, but ignores the remaining business. 4. Immersion (IMMR) upgraded to Buy from Hold at Craig-Hallum with analyst Anthony Stoss stating he believes the stock is now back into favorable risk/reward waters. 5. DexCom (DXCM) upgraded to Market Perform from Underperform at Northland with analyst Suraj Kalia saying he was "dead wrong" on the stock and G6 should continue to grow. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/26/18
DOTC
06/26/18
DOWNGRADE
DOTC
Neutral
Immersion downgraded to Neutral from Buy at Dougherty
PLNT Planet Fitness
$56.95

0.23 (0.41%)

02/22/19
JEFF
02/22/19
UPGRADE
Target $75
JEFF
Buy
Planet Fitness upgraded to Buy from Hold at Jefferies
Jefferies analyst Randal Konik upgraded Planet Fitness to Buy and raised his price target for the shares to $75 from $49.
01/16/19
COWN
01/16/19
NO CHANGE
Target $65
COWN
Outperform
Planet Fitness a top pick for 2019 at Cowen
Cowen analyst Oliver Chen said Planet Fitness is his top stock pick for 2019 as its deep value membership model has the ability to drive sustainable comp and earnings growth as health and wellness trends continue to gain momentum. Chen met with management, which reaffirmed his conviction in the story as he sees opportunities ahead with data, membership and unit growth, and marketing. Chen reiterated his Outperform rating and $65 price target on Planet Fitness shares.
02/22/19
JEFF
02/22/19
UPGRADE
Target $75
JEFF
Buy
Planet Fitness a platform like Amazon, not a gym, Jefferies says in upgrade
Jefferies analyst Randal Konik upgraded Planet Fitness (PLNT) to Buy from Hold and raised his price target for the shares to $75 from $49. The stock closed yesterday at $58.25. Planet Fitness is a platform for consumer aggregation "with tenets that resemble Amazon's successful model," Konik tells investors in a research note. Amazon.com's (AMZN) growth benefits from the shift to online consumption while Planet Fitness benefits from a growing wellness trend, contends the analyst. He calls Planet Fitness a platform, not a gym, and recommends looking at the company "through an Amazon prism." Planet Fitness' "attractive" pricing architecture, "large and growing" unit presence, advertising flywheel, expanding affinity network, and enhanced digital strategies "reduce frictional points with consumers, drive engagement, and widen the company's moat," Konik argues. He believes the company's valuation is justified with other platforms such as Amazon and Netflix (NFLX).
12/04/18
COWN
12/04/18
NO CHANGE
Target $65
COWN
Outperform
Planet Fitness a Best Idea for 2019, says Cowen
Cowen analyst Oliver Chen believes health and wellness will remain a dominant trend. The analyst said Planet Fitness offers a compelling value proposition coupled with a highly scalable franchise model that will enable it to gain market share. Chen said the shares are expensive, but are worth it, as he believes long-term earnings estimates can steadily go higher. Chen calls Planet Fitness a Best Idea for 2019 and he reiterated his Outperform rating while raising his price target to $65 from $58.
REI Ring Energy
$6.15

-0.07 (-1.13%)

12/20/18
IMPC
12/20/18
NO CHANGE
Target $8
IMPC
Outperform
Ring Energy price target lowered to $8 from $15 at Imperial Capital
Imperial Capital analyst Jason Wangler lowered his price target for Ring Energy to $8 following the company's Q4 update and initial 2019 outlook. Ring lowered its Q4 production guidance based on completion delays on new wells and is shifting from a two-rig program to a one-rig program in 2019 in response to the decline in oil prices in order to focus on cash flow neutrality, Wangler tells investors in a research note. With his price target 70% above the current share price, the analyst keeps an Outperform rating on Ring Energy.
12/28/18
IMPC
12/28/18
NO CHANGE
IMPC
Ring Energy acreage acquisition complements assets, says Imperial Capital
Imperial Capital analyst Diane Sievert maintained an Outperform rating and $8 price target on Ring Energy shares following the company's acreage acquisition in Andrews County that "complements its assets and sits near some of Ring Energy's best producing wells." Sievert also noted that the deal was debt averse as it was financed using 2.6M shares of stock, which the analyst views as a favorable purchase price.
01/29/19
ROTH
01/29/19
NO CHANGE
Target $12
ROTH
Buy
Ring Energy price target lowered to $12 from $17 at Roth Capital
Roth Capital analyst John White lowered his price target for Ring Energy to $12 from $17 to better reflect the current commodity price environment. The analyst reiterates a Buy rating on the shares.
12/20/18
SOCO
12/20/18
DOWNGRADE
SOCO
Equalweight
Ring Energy downgraded to Equalweight from Overweight at Capital One
MASI Masimo
$127.78

-1.66 (-1.28%)

11/01/18
PIPR
11/01/18
NO CHANGE
Target $120
PIPR
Neutral
Masimo price target raised to $120 from $105 at Piper Jaffray
Piper Jaffray analyst William Quirk raised his price target for Masimo to $120 saying the company reported "another solid quarter." The analyst introduced his 2022 model, which calls for low double-digit product growth driven by the Philips relationship and new product introductions as well as ongoing pulse oximetry share gains. He keeps a Neutral rating on shares of Masimo, but would be "opportunistic with any pullbacks."
12/19/18
12/19/18
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Medtronic (MDT) upgraded to Overweight from Neutral at JPMorgan with analyst Robert Marcus saying that over the past year he's seen a "significant turnaround in performance" at Medtronic. 2. Masimo (MASI) upgraded to Overweight from Neutral at Piper Jaffray with analyst William Quirk saying management, during recent meetings, was upbeat about their near- and longer-term prospects of driving 8%-10% sales growth, at least 100 basis points of operating margin improvement and the company's 30% operating profit goal. 3. Darden (DRI) upgraded to Buy from Hold at Maxim and to Buy from Neutral at BTIG. 4. Best Buy (BBY) upgraded to Neutral, risks priced in, says MoffettNathanson with analyst Greg Melich saying sales and margin risks are reflected in valuation. 5. General Electric (GE) upgraded to Buy from Hold at Vertical Research. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/19/18
PIPR
12/19/18
UPGRADE
Target $120
PIPR
Overweight
Masimo upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst William Quirk upgraded Masimo to Overweight with an unchanged price target of $120. Management, during recent meetings, was upbeat about their near- and longer-term prospects of driving 8%-10% sales growth, at least 100 basis points of operating margin improvement and the company's 30% operating profit goal, Quirk tells investors in a research note. The analyst believes Masimo can drive leverage in excess of that in 2019 based on several existing and new initiatives started in 2018. The company is "set for a period of sustainable top- and bottom-line growth," says Quirk.
11/27/18
UBSW
11/27/18
INITIATION
UBSW
Buy
Masimo initiated with a Buy at UBS
UBS analyst Matthew Taylor initiated Masimo with a Buy rating and $137 price target, calling the stock a Top Buy for Growth/Momentum. Taylor said "analysis of Masimo's business and new product drivers suggest the upper end of this range (and cons) are a near term growth floor."
TOL Toll Brothers
$37.30

-0.015 (-0.04%)

01/11/19
01/11/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Activision Blizzard (ATVI), Take-Two (TTWO), Electronic Arts (EA), Glu Mobile (GLUU) were initiated with an Overweight at Stephens, while the analyst also initiated Zynga (ZNGA) and Ubisoft (UBSFY) with an Equal Weight. 2. Domino's Pizza (DPZ) initiated with an Outperform at Cowen. 3. Okta (OKTA) and Zscaler (SZ) initiated with an Overweight at Piper Jaffray. 4. Lennar (LEN), D.R. Horton (DHI) and NVR (NVR) initiated with a Buy and KB Home (KBH), PulteGroup (PHM), Hovnanian (HOV) and Toll Brothers (TOL) initiated with a Neutral at Buckingham. 5. VMware (VMW) reinstated with a Neutral at Goldman SachsThis list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
01/11/19
BUCK
01/11/19
INITIATION
Target $40
BUCK
Neutral
Toll Brothers initiated with a Neutral on luxury slowdown at Buckingham
Buckingham analyst Megan McGrath initiated Toll Brother with a Neutral and $40 price target citing the "faltering" luxury market.
01/11/19
BUCK
01/11/19
INITIATION
BUCK
Neutral
Toll Brothers initiated with a Neutral at Buckingham
01/23/19
MZHO
01/23/19
DOWNGRADE
Target $39
MZHO
Neutral
Toll Brothers downgraded to Neutral from Buy at Mizuho
Mizuho analyst Haendel St. Juste downgraded Toll Brothers to Neutral and lowered his price target for the shares to $39 from $46. Toll Brothers' smaller size and scale offer less platform efficiencies and operating leverage, while its premium price product "is clearly not the ideal position to be in in today's market where orders growth is slowing," St. Juste tells investors in a research note. He notes the company also has 30% exposure to California, a state undergoing tax law changes in the form of limiting mortgage interest deductions.
PZZA Papa John's
$41.81

-0.05 (-0.12%)

02/06/19
LBOW
02/06/19
NO CHANGE
Target $52
LBOW
Buy
Papa John's an attractive buyout candidate if SSS recover, says Longbow
Longbow analyst Chris Dankert lowered his price target for Papa John's International to $52 from $61 while maintaining a Buy rating on the shares. The stock closed yesterday up 4%, or $1.78, to $43.75. While "certainly disappointed" with the company's North American same-store sales performance in Q4 and January, the analyst believes Papa John's is in "far better position" to bring customers back following Starboard's capital investment and corresponding board leadership. If and when same-store sales trends "finally recover," Papa John's will represent an attractive acquisition candidate, especially with Mr. Schnatter no longer the face of the brand, Dankert tells investors in a research note.
02/05/19
JEFF
02/05/19
NO CHANGE
Target $53
JEFF
Buy
Jefferies cuts Papa John's target to $53 from $61, sees favorable risk/reward
Jefferies analyst Alexander Slagle lowered his price target for Papa John's International to $53 from $61 and keeps a Buy rating on the shares. The company yesterday preannounced Q4 near the lower end of guidance and same-store-sales were still soft into January, at down 10.5%, Slagle tells investors in a research note. While the company's fundamental progress is slow, the stock's risk/reward is favorable, says the analyst. Further, the Starboard transaction "provides key financial resources and turnaround experience" to support Papa John's brand transformation, contends the analyst.
02/19/19
02/19/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. WW (WTW) downgraded to Underweight from Neutral at JPMorgan with analyst Christina Brathwaite saying channel checks indicate that WW app daily active users continue to contract in the most important period of the year. 2. Papa John's (PZZA) downgraded to Sell from Hold at Stifel with analyst Chris O'Cull saying he sees further downside to earnings estimates and believes the current valuation reflects an expectation for a "faster than likely" recovery of EBITDA and cash flows. 3. Windstream (WIN) downgraded to Market Perform from Outperform at Cowen and Raymond James. 4. Fiat Chrysler (FCAU) downgraded to Neutral from Buy at UBS with analyst Patrick Hummel saying his prior rating was predicated on expectations for best-in-class EBIT growth in 2019. 5. CSX (CSX) downgraded to Sector Perform from Outperform at RBC Capital with analyst Walter Spracklin saying while Precision Scheduled Railroad model implementation has led to a significant reduction in the company's operating ratio, the "low hanging fruit has been picked" and that any further improvement should be "incremental." 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
STFL
02/19/19
DOWNGRADE
Target $35
STFL
Sell
Papa John's downgraded to Sell from Hold at Stifel
Stifel analyst Chris O'Cull downgraded Papa John's International to Sell and lowered his price target for the shares to $35 from $38. The analyst sees further downside to earnings estimates and believes the current valuation reflects an expectation for a "faster than likely" recovery of EBITDA and cash flows. Papa John's EBITDA could remain "well below historic levels" for a few years as the company will need to continue providing financial support to franchisees, O'Cull tells investors in a research note.
RVNC Revance
$17.07

0.11 (0.65%)

01/28/19
STFL
01/28/19
INITIATION
Target $50
STFL
Buy
Revance initiated with a Buy at Stifel
Stifel analyst Annabel Samimy initiated Revance (RVNC) with a Buy rating and $50 price target, citing her view that the company's daxibotulinumtoxinA represents "one of the first truly novel neurotoxin formulations" and potentially offers six-month duration of effect as compared to the 3-4 months for Allergan's (AGN) Botox and competitors' agents.
01/23/19
PIPR
01/23/19
NO CHANGE
Target $50
PIPR
Overweight
Revance risk/reward attractive into RT002 launch, says Piper Jaffray
Revance Therapeutics has enough cash to commercialize RT002 in the aesthetics setting following last week's capital raise, Piper Jaffray analyst David Amsellem tells investors in a research note. The company will be launching RT002 into a "consumer-focused, promotion-intensive landscape where it will be up against a well-entrenched competitor," adds the analyst. However, Amsellem continues to believe that the body of data surrounding RT002 in glabellar lines points to the product gaining a "significant foothold." He believes peak sales for RT002 could be well in excess of $1B, making for an attractive risk/reward profile on shares of Revance. The analyst reiterates an Overweight rating on the stock with a $50 price target.
02/15/19
WELS
02/15/19
INITIATION
Target $17
WELS
Market Perform
Revance initiated with a Market Perform at Wells Fargo
Wells Fargo analyst David Maris initiated Revance (RVNC) with a Market Perform rating and $17 price target. In a research note to investors, Maris says he believes the market is already anticipating a success of Revance's lead program RT002, and as such, see risk to the downside. Additionally, Maris notes that an approval in glabellar lines would only make Revance "partially competitive" to Allergan's (AGN) Botox.
02/14/19
HCWC
02/14/19
INITIATION
Target $25
HCWC
Buy
Revance initiated with a Buy at H.C. Wainwright
H.C. Wainwright analyst Douglas Tsao started Revance Therapeutics with a Buy rating and $25 price target. The analyst expects strong adoption of RT-002, the company' long-acting botulinum toxin for both therapeutic and aesthetic indications. He believes RT-002 could achieve peak sales of over $900M across aesthetic and therapeutic indications.
MED Medifast
$131.77

4.11 (3.22%)

11/08/18
SIDC
11/08/18
UPGRADE
SIDC
Buy
Medifast upgraded to Buy from Neutral at Sidoti
09/14/18
DADA
09/14/18
NO CHANGE
DADA
Neutral
Nutrisystem more likely than public peers to buy Jenny Craig, says DA Davidson
After The Wall Street Journal recently reported that private equity firm North Castle Partners is seeking a buyer of Jenny Craig, DA Davidson analyst Linda Bolton Weiser said she sees "zero probability" that Medifast (MED) would acquire it and "almost zero probability" that Weight Watchers (WTW) would buy the company. Nutrisystem (NTRI), however, has already shown an interest in adding non-cannibalizing brands to its portfolio, making it the most likely buyer of Jenny Craig among the publicly-traded weight loss companies Weiser covers, she stated. Nutrisystem, which seems to have hit a wall in growing its biggest brand, may need a bold strategic move to provide visibility on growth and expansion, added the analyst. She keeps Buy ratings on Medifast and Weight Watchers and a Neutral rating on Nutrisystem shares.
11/08/18
11/08/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Archer Daniels (ADM) upgraded to Buy from Hold at Argus with analyst Deborah Ciervo citing the company's recent strong performance and improvement in its Oilseeds, Origination, and Nutrition divisions. 2. Ultragenyx (RARE) upgraded to Neutral from Sell at Citi with analyst Yigal Nochomovitz saying his long-standing concerns on Ultragenyx's valuation "have substantially played out with recent pipeline disclosures having rapidly reset the valuation." 3. Medifast (MED) upgraded to Buy from Neutral at Sidoti. 4. Knight-Swift (KNX) upgraded to Buy from Neutral at Goldman Sachs with analyst Matthew Reustle saying he is bullish on Knight citing incremental evidence that the merger with Swift Transportation will deliver margin improvement through the end of the decade, reduced investor expectations following recent estimate revisions, and a view that Knight is more defensive through a down-cycle with a de-risked valuation. 5. Axon (AAXN) Enterprise upgraded to Overweight from Neutral at JPMorgan with analyst Mark Strouse saying the stock pulled back 16% yesterday following the company's Q3 results and guidance that implies a dip in revenue growth during Q4. 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
DADA
01/15/19
NO CHANGE
Target $249
DADA
Buy
Medifast offers 'excellent entry point', says DA Davidson
DA Davidson analyst Linda Bolton Weiser kept her Buy rating and $249 price target on Medifast after the company's ICR presentation, saying its break-out sessions were also "very well attended". The analyst notes that "many investors" are looking into the company with a no debt on its balance sheet with a 56% recent dividend increase trading at an attractive valuation of 14.5-times her expected forward earnings. Weiser adds that Medifast also affirmed its FY18 outlook and offered a long term revenue growth view of 25%, which is in line with her "thinking". The analyst contends that the shares present an "excellent entry point" after the stock price came in from over $250 for reasons that are not fundamental.
RRGB Red Robin
$29.64

-1.03 (-3.36%)

11/07/18
WELS
11/07/18
NO CHANGE
Target $36
WELS
Market Perform
Red Robin price target lowered to $36 from $43 at Wells Fargo
Wells Fargo analyst Jon Tower lowered his price target for Red Robin to $36 from $43 as the troubles facing the company in Q2 carried over into Q3, with Red Robin struggling to drive both the top and bottom lines. However, this time around, the company intentionally self-inflicted short-term pain in hopes of driving long-term operational improvement, he notes. The analyst reiterates a Market Perform rating on the shares.
12/19/18
JEFF
12/19/18
DOWNGRADE
Target $34
JEFF
Hold
Jefferies sees Red Robin turnaround 'a ways off,' downgrades to Hold
Jefferies analyst Andy Barish downgraded Red Robin Gourmet Burgers to Hold from Buy and lowered his price target for the shares to $34 from $45. The company's turnaround is "still a ways off," Barish tells investors in a research note. He believes that while the stock's valuation is attractive, the visibility on Red Robin's same-store-sales recovery has diminished. The company's ongoing competitive pressures in casual dining will continue in 2019, says Barish.
12/19/18
JEFF
12/19/18
DOWNGRADE
JEFF
Hold
Red Robin downgraded to Hold from Buy at Jefferies
01/03/19
LOOP
01/03/19
NO CHANGE
Target $35
LOOP
Hold
Red Robin's appointment of new CFO an 'incremental positive', says Loop Capital
Loop Capital analyst Lynne Collier kept Red Robin's Hold rating and $35 price target after the company disclosed the hiring of Lynn Schweinfurth as Executive Vice President and Chief Financial Officer. The analyst sees the appointment as an "incremental positive" for the company based on Schweinfurth's "strong professional background" along with allowing the current CFO Guy Constant to concentrate more on his new operations role. However, Collier also maintains a neutral stance on the stock in light of "recent top-line challenges", awaiting more evidence of improvement in same-store sales.
PSA Public Storage
$202.63

1.26 (0.63%)

12/18/18
EVER
12/18/18
UPGRADE
EVER
In Line
Public Storage upgraded to In Line from Underperform at Evercore ISI
12/13/18
JEFF
12/13/18
DOWNGRADE
Target $175
JEFF
Underperform
Public Storage downgraded to Underperform from Hold at Jefferies
Jefferies analyst Omotayo Okusanya downgraded Public Storage to Underperform and lowered his price target for the shares to $175 from $202. The analyst believes excess supply from the past few years will keep negatively impacting street rents and occupancy in 2019. Okusanya views 2019 consensus estimates for Public Storage as too high.
12/18/18
12/18/18
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Lionsgate (LGF.A, LGF.B, LGF) upgraded to Buy from Hold at Deutsche Bank. 2. Norfolk Southern (NSC) upgraded to Overweight from Neutral at JPMorgan with analyst Brian Ossenbeck saying he estimates $600M of potential productivity gains based on his analysis and points out that he has long favored Eastern rails as a region. 3. China Life Insurance (LFC) upgraded to Neutral from Sell at Goldman Sachs. 4. Ametek (AME) and Fortive (FTV) were assumed at Overweight from Equal Weight at Morgan Stanley. 5. Host Hotels (HST) upgraded to Outperform from In Line at Evercore ISI, while Public Storage (PSA) was upgraded to In Line from Underperform. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/18/18
EVER
12/18/18
UPGRADE
EVER
In Line
Public Storage upgraded to In Line on valuation at Evercore ISI
As previously reported, Evercore ISI upgraded Public Storage to In line from Underperform with a $217 price target. Analyst Steve Sakwa cites relative return expectations versus peers for the upgrade.
MAXR Maxar Technologies
$7.36

0.425 (6.13%)

01/08/19
01/08/19
DOWNGRADE
Target $5.88

Underperform
Maxar Technologies downgraded to Underperform at Credit Suisse
As previously reported, Credit Suisse analyst Robert Spingarn downgraded Maxar Technologies to Underperform from Neutral and lowered his price target on the shares to $5.88 from $17. The analyst notes the shares have been under pressure for the past year for a variety of fundamental reasons, but says he still sees shares as undesirable at this point. Further, Spingarn points out that he was already concerned about a dividend cut, which now seems more likely. Other risks include precarious liquidity position, inability to launch new capacity, and unfavorable GEO resolution, he adds.
01/08/19
01/08/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Unilever (UN, UL) downgraded to Neutral from Buy at UBS. 2. General Dynamics (GD) downgraded to Hold from Buy at Jefferies with analyst Sheila Kahyaoglu saying despite a portfolio of "marquee assets," the company's earnings "lack momentum." 3. Principal Financial (PFG) downgraded to Neutral from Buy at Goldman Sachs with analyst Alex Scott saying he sees less upside in the shares relative to other names in his life insurance coverage universe. 4. JPMorgan (JPM), SunTrust (STI), and U.S. Bancorp (USB) were downgraded to Hold from Buy at Jefferies. 5. Maxar Technologies (MAXR) downgraded to Underperform from Neutral at Credit Suisse, to Sell at Veritas, to Market Perform from Outperform at BMO Capital, and to Sector Perform at National Bank. 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
ADAM
01/08/19
DOWNGRADE
ADAM
Hold
Maxar Technologies downgraded to Hold from Speculative Buy at Canaccord
01/08/19
01/08/19
DOWNGRADE
Target $10

Hold
Canaccord says Maxar Technologies outlook 'too cloudy,' downgrades to Hold
As previously reported, Canaccord analyst Doug Taylor downgraded Maxar Technologies to Hold from Speculative Buy following yesterday's "disappointing news" that its WorldView-4 satellite experienced a failure in its control moment gyros. After lowering his estimates to reflect the projected impact of the WorldView-4 failure, he finds it hard to recommend the stock until the path forward becomes clearer, Taylor told investors. He cut his price target on Maxar shares to $10 from $30.
LTHM Livent
$12.80

-1.14 (-8.18%)

01/16/19
CLKS
01/16/19
INITIATION
Target $20
CLKS
Buy
Livent initiated with a Buy at Clarksons Platou
Clarksons Platou initiated Livent with a Buy and $20 price target.
02/05/19
SBSH
02/05/19
DOWNGRADE
SBSH
Neutral
Citi downgrades Albemarle to Hold, prefers Livent for lithium exposure
Citi analyst P.J. Juvekar downgraded Albemarle (ALB) to Neutral from Buy and lowered his price target for the shares to $81 from $90. The stock closed yesterday up 64c to $81.94. The analyst recommends Livent (LTHM) for investors seeking lithium exposure. Slower industrial activity and weak refining margins increases downside risks to Albemarle's Bromine and Catalysts divisions, Juvekar tells investors in a research note. He sees Bromine and Catalyst EBITDA declining through 2019. Livent should outperform Albemarle after FMC (FMC) spins its Livent stake to shareholders, says Juvekar. He points out that hydroxide, which Livent has more exposure to, is growing faster than carbonate. The analyst sees less downside risk to hydroxide prices than carbonate over the next couple of years "as the former has more tenable barriers to entry and higher concentration of competitors." Further, Albemarle has limited balance sheet flexibility following the Mineral Resources deal, which exposes it to upstream commodity risk for a few years before conversion capacity starts up, Juvekar contends.
02/13/19
LOOP
02/13/19
NO CHANGE
Target $18
LOOP
Buy
Livent price target lowered to $18 from $22 at Loop Capital
Loop Capital analyst Chris Kapsch lowered his price target on Livent to $18 after its Q4 earnings miss and below-consensus guidance for FY19. The analyst points to near-term challenges in China around electric vehicle battery demand and broken negotiations with some of the battery supply manufacturers as well as two lost weeks of lithium production in Argentina due to adverse weather. Kapsch also keeps his Buy rating, expecting Livent's 2019 revenues and volumes to be in line with prior forecasts.
01/15/19
NOMU
01/15/19
DOWNGRADE
Target $16
NOMU
Neutral
Nomura downgrades Livent to Neutral on lithium price concerns
Nomura Instinet analyst Aleksey Yefremov downgraded Livent (LTHM) to Neutral from Buy with an unchanged price target of $16. The analyst expects lithium price data points to surprise negatively in coming months. These data points could drive Livent's trading multiples lower, Yefremov tells investors in a research note. He also downgraded Albemarle (ALB) this morning for a similar rationale.
WTW Symbol now WW
$29.60

0.21 (0.71%)

02/19/19
JPMS
02/19/19
DOWNGRADE
Target $25
JPMS
Underweight
JPMorgan downgrades WW to Underweight on falling daily active users
JPMorgan analyst Christina Brathwaite downgraded WW, the company formerly known as Weight Watchers International, to Underweight from Neutral and cut her price target for the shares to $25 from $37. The stock closed Friday up 40c to $30.28. Channel checks indicate that WW app daily active users continue to contract in the most important period of the year, Brathwaite tells investors in a research note partially titled "Losing More than Pounds." Its U.S. daily active users trends have worsened, contracting 35% year-over-year quarter-to-date through February 15, according to SimilarWeb, the analyst points out. Further, WW app reviews have become increasingly negative since fall of 2018, with users complaining of significant technical issues, Brathwaite adds. Lastly, the analyst believes competitors Noom and Diet Doctor continue to gain traffic share.
02/22/19
RILY
02/22/19
NO CHANGE
Target $75
RILY
Buy
WW price target lowered to $75 from $101 at B. Riley FBR
B. Riley FBR analyst Kara Anderson lowered her price target for WW to $75 from $101 but keeps a Buy rating on the shares. The analyst sees an attractive risk/reward on the shares amid the negative investor sentiment.
02/20/19
CHLM
02/20/19
NO CHANGE
Target $60
CHLM
Buy
WW price target lowered to $60 from $80 at Craig-Hallum
Craig-Hallum analyst Alex Fuhrman lowered his price target for WW to $60 from $80 as his checks continue to show weakness across the diet space, with Google Searches for the WW/Weight Watchers brand down about 30% year to date. It appears that the company is likely not attracting new members to the brand as quickly as it was last year on the heels of the new Freestyle Diet program, which was unveiled in early December 2017, he contends. The analyst notes that Google searches for other established diet brands have been somewhat better, but have also been significantly negative for most of 2019. Fuhrman reiterates a Buy rating on the shares.
ELF e.l.f. Beauty
$9.48

0.03 (0.32%)

01/10/19
WELS
01/10/19
DOWNGRADE
WELS
Underperform
e.l.f. Beauty downgraded to Underperform from Market Perform at Wells Fargo
01/10/19
WELS
01/10/19
DOWNGRADE
Target $8
WELS
Underperform
Wells Fargo downgrades e.l.f. Beauty to Underperform on lost momentum
Wells Fargo analyst Bonnie Herzog downgraded e.l.f. Beauty to Underperform from Market Perform and lowered her price target for the shares to $8 from $11. Beauty is a momentum business, and e.l.f. Beauty has lost it, Herzog tells investors in a research note. She points out that the company's growth profile in 2018 "quickly changed" from above 20% growth to one struggling to grow at all. Looking into 2019, Herzog sees downside risk to consensus sales estimates as well as margin pressure from increased advertising. Further, e.l.f. faces potential tariff risk as it imports nearly 100% of its cost of goods sold from China, says the analyst.
01/28/19
DADA
01/28/19
NO CHANGE
Target $9.25
DADA
Neutral
e.l.f. Beauty price target lowered to $9.25 from $13.50 at DA Davidson
DA Davidson analyst Linda Bolton Weiser lowered her price target on e.l.f. Beauty to $9.25 and kept her Neutral rating after the latest letter sent by activist investor Marathon Partners. Unlike the first letter, which urged the board to put the company up for sale, the analyst notes that the latest letter focused on cost reduction, including executive compensation. The analyst adds that while e.l.f Beauty looks lie a "very profitable company", a closer examination reveals its elevated cost structure and relatively low profitability, further noting that the visibility on its revenue growth remains limited.
12/31/18
PIPR
12/31/18
NO CHANGE
Target $30
PIPR
Overweight
Piper favors Nike, Under Armour, Ulta, Crocs and Funko as 2019 brand ideas
Piper Jaffray analyst Erinn Murphy lowered her price targets across the Global Lifestyle Brands group to reflect the recent market volatility. The analyst, however, feels good about the Holiday while remaining "wary on multi-brand retailers on a longer-term basis." Murphy favors Nike (NKE), Under Armour (UAA), Ulta Beauty (ULTA), Crocs (CROX) and Funko (FNKO) as 2019 ideas. She sees Under Armour as one of the better names to own into 2019 with "what still appears to be a healthy amount of skepticism around the stock." Management's 2019 targets will ultimately prove conservative and upside should continue throughout the year, Murphy tells investors in a research note. The analyst keeps an Overweight rating on Under Armour but lowered her price target for the shares to $30 from $32. She cut targets on 15 names in the Global Lifestyle Brands space, including Underweight-rated e.l.f. Beauty (ELF) to $8 from $10, Overweight-rated G-III Apparel (GIII) to $40 from $50, Overweight-rated PVH Corp. (PVH) to $140 from $150, Overweight-rated Ulta Beauty to $295 from $320 and Overweight-rated VF Corp. (VFC) to $91 from $104.
EVH Evolent Health
$14.69

0.105 (0.72%)

01/31/19
PIPR
01/31/19
NO CHANGE
Target $33
PIPR
Overweight
Evolent relationship with Passport Health going well, says Piper Jaffray
An article last week from Insider Louisville reported on the financial challenges of Passport Health and pinned the blame on Evolent Health (EVH), Piper Jaffray analyst Sean Wieland tells investors in a research note. The article, titled "Passport's finances being dragged down by $220M in 'management fees' to Evolent Health," suggests Evolent is largely to blame for Passport's financial challenges, explains the analyst. However, after catching up with Mark Carter, CEO of Passport Health, Wieland learned that the Evolent Health relationship is going well and meeting objectives. While Passport is wrangling with regulators over capitation rates, the issue is not tied to the Evolent relationship, the analyst notes. He lowered his price target for Evolent Health to $33 from $34 and keeps an Overweight rating on the name.
02/25/19
OPCO
02/25/19
NO CHANGE
Target $31
OPCO
Outperform
Evolent Health selloff overdone, says Oppenheimer
Oppenheimer analyst Mohan Naidu notes that the ongoing battle between Evolent Health's biggest client, Passport Health, and Kentucky State Medicaid reached new heights with Passport Health's lawsuit over reimbursement cuts and their impact on its solvency. While the analyst believes a resolution is still far, the worst-case outcome of Passport Health and Kentucky Medicaid is already baked into Evolent Health's current valuation and is overshadowing the opportunity in front of the company as many provider organizations embark on double-sided risk as pushed by CMS. Naidu reiterates an Outperform rating and a $31 target on Evolent Health's shares.
02/20/19
WBLR
02/20/19
NO CHANGE
WBLR
Outperform
William Blair cautious on Evolent into Q2 results, sees risk to guidance
Early enrollment in Florida Medicaid plans run by Evolent Health's partners is trending behind expectations, likely putting risk to the company's 2019 outlook, William Blair analyst Ryan Daniels tells investors in a research note. The analyst also believes MDwise was required to move certain claims administration functions in-house, following its acquisition by McLaren Health, with the move beginning on January 1, 2019. This could also impact Evolent's 2019 outlook, as this was a fairly sizable contact, adds the analyst. These two factors make Daniels cautious on the stock heading into next week's Q2 results. He keeps an Outperform rating on Evolent Health shares.
02/19/19
PIPR
02/19/19
NO CHANGE
Target $33
PIPR
Overweight
Piper says Evolent Health guidance may be at risk, but shares likely oversold
After Evolent Health's largest client, Passport Health Plan, reportedly claimed in a lawsuit that Kentucky rate cuts have affected it so dramatically that the Medicaid managed care company could be insolvent by March, Piper Jaffray analyst Sean Wieland noted that Passport represents about $80M in revenues for Evolent. If it is assumed that Evolent loses Passport as a client, Wieland believes Evolent's 2019 guidance is at risk. However, he also estimates that losing the contract entirely would amount to a $3 per share impact to valuation, stating that Evolent shares are likely oversold on the lawsuit news. Wieland keeps an Overweight rating on Evolent Health shares, which are down 7%, or $1.25, to $15.56 in afternoon trading.
WLL Whiting Petroleum
$28.12

-0.22 (-0.78%)

11/12/18
11/12/18
UPGRADE

Outperform
Whiting Petroleum upgraded to Outperform on execution, valuation at Credit Suisse
As previously reported, Credit Suisse analyst Betty Jiang upgraded Whiting Petroleum to Outperform from Neutral. The analyst noted that under Brad Holly's leadership over the last year, the company has demonstrated consistent execution as the company met production targets at lower than expected costs and stayed on budget. Whiting Petroleum still has to manage around known legacy issues, including a declining Redtail production base and inventory depth in the Bakken core, both are reasons that they trade at a discount valuation, she contends. But Jiang points out that management is staying on message with the company's core value proposition to investors, namely balancing growth with meaningful free cash flow generation.
11/29/18
COWN
11/29/18
INITIATION
Target $30
COWN
Market Perform
Whiting Petroleum initiated with a Market Perform at Cowen
Cowen started Whiting Petroleum with a Market Perform rating and $30 price target.
12/06/18
SPHN
12/06/18
INITIATION
Target $54
SPHN
Overweight
Whiting Petroleum initiated with an Overweight at Stephens
Stephens analysts Gail Nicholson and Drew Lipke began coverage of the E&P sector with a positive outlook, starting Whiting Petroleum with an Overweight rating and $54 price target.
02/12/19
KEYB
02/12/19
INITIATION
Target $33
KEYB
Overweight
Whiting Petroleum initiated with an Overweight at KeyBanc
KeyBanc analyst Leo Mariani started Whiting Petroleum with an Overweight rating and $33 price target. The analyst likes the company's "consistent" free cash flow generation and its "likely beta reaction" to a continued oil price recovery.
INGN Inogen
$140.12

-4.43 (-3.06%)

12/18/18
PIPR
12/18/18
NO CHANGE
PIPR
Piper lays out top Medical Technology picks heading into 2019
Piper Jaffray analyst Matt O'Brien tells investors to hold onto Medical Technology stocks into 2019. Multiples are unlikely to increase meaningfully next year, but they should hold given the continued solid fundamentals and strong new product cycles, O'Brien tells investors in a research note after taking a close look at the Med Tech sector. He believes Align Technology (ALGN), Inogen (INGN) and Nuvectra (NVTR) "could provide considerable alpha to investors willing to step up to the plate and buy now." Secondly, the analyst thinks Intuitive Surgical (ISRG) and Merit Medical (MMSI) "could provide a defensive bet in volatile markets."
01/04/19
WBLR
01/04/19
NO CHANGE
WBLR
Outperform
William Blair sees 'exceptional entry point' for Inogen shares
Shares of Inogen are down 55% from the summer highs despite the company beating the Street in Q3, providing new details on its soon-to-be-launched pipeline investments, and initiating 2019 guidance above consensus, William Blair analyst Margaret Kaczor tells investors in a research note. She believes investors have concerns around the company's increase in sales and marketing investments and long-term market potential. The analyzed Inogen's recent investments and came away believing that management's 2019 guidance is likely conservative and that the market is large enough for Inogen to continue to grow at a "healthy" 20%-plus pace over the next several years. At 4.8 times her 2020 revenue target of $523.7M, Kaczor believes Inogen shares offer an "exceptional entry point despite the difficult market backdrop." She keeps an Outperform rating on the name.
01/07/19
PIPR
01/07/19
NO CHANGE
Target $290
PIPR
Overweight
Inogen hiring well ahead of expectations, says Piper Jaffray
Inogen this morning released an updated company presentation that provided new data points, including 446 reps exiting 2018, which is well ahead of expectations, Piper Jaffray analyst JP McKim tells investors in a research note. The analyst expects that with the additional reps and "exciting" new G5 launch, Inogen's growth profile is "very strong" headed into 2019. He remains a buyer of the stock with an Overweight rating and $290 price target.
12/19/18
JPMS
12/19/18
NO CHANGE
Target $200
JPMS
Overweight
Inogen named a top 2019 smid-cap pick at JPMorgan
JPMorgan analyst Robbie Marcus names Inogen a top smid-cap pick for 2019 and keeps an Overweight rating on the shares. He views current shares levels as a "highly attractive entry point." The company is potentially on the "verge of a multi-year growth story and a history of consistent beats and raises," Marcus tells investors in a research note. The analyst lowered his price target for Inogen to $200 from $240.
CLGX CoreLogic
$40.58

-0.11 (-0.27%)

04/27/18
COMP
04/27/18
UPGRADE
COMP
Neutral
CoreLogic upgraded to Neutral from Sell at Compass Point
02/27/18
DBAB
02/27/18
NO CHANGE
Target $33
DBAB
Sell
CoreLogic 2018 outlook supports discounted multiple, says Deutsche Bank
Deutsche Bank analyst Kevin McVeigh believes CoreLogic's 2018 outlook supports a discounted valuation multiple. VSG will continue to underwhelm as large clients continue to diversify, more than offsetting new wins, McVeigh tells investors in a post-earnings research note. He believes "underwhelming fundamentals and challenging margin targets" warrant a more compressed multiple for the shares. The analyst keeps a Sell rating on CoreLogic with a $33 price target.
01/29/19
SPHN
01/29/19
DOWNGRADE
Target $40
SPHN
Equal Weight
CoreLogic downgraded to Equal Weight from Overweight at Stephens
Stephens analyst John Campbell downgraded CoreLogic to Equal Weight and lowered his price target for the shares to $40 from $51. Aside from an "unexpected mortgage market surge," there is not much room for upward estimate revisions, Campbell tells investors in a research note. Further, the analyst sees "little support" for CoreLogic's multiple with the stock lacking a real "story" at this point. As such, he prefers to wait for a better entry point.
07/17/18
WOLF
07/17/18
INITIATION
Target $70
WOLF
Outperform
CoreLogic initiated with an Outperform at Wolfe Research
Wolfe Research analyst Darrin Peller initiated CoreLogic with an Outperform and $70 price target.
MYL Mylan
$30.62

-0.35 (-1.13%)

01/31/19
WELS
01/31/19
NO CHANGE
WELS
Outperform
FDA approval of Mylan's Advair 'overdue,' says Wells Fargo
Wells Fargo analyst David Maris believes that while "overdue," FDA's approval of Mylan's (MYL) generic Advair is good news. Many investors were expecting this to be further delayed, he notes, adding that he currently has $50M generic Advair in his model for Q1. The analyst believes GlaxoSmithKline (GSK) will launch an authorized generic, and with Advair's already declining revenue, the generic Advair opportunity may turn out to be a great-to-have since it shows Mylan's ability to get complex generics approved, but may not be a game changer. Maris reiterates an Outperform rating on Mylan's shares.
02/06/19
PIPR
02/06/19
NO CHANGE
Target $402
PIPR
Overweight
Successful challenge of Biogen's '514 patent unlikely, says Piper Jaffray
Piper Jaffray analyst Christopher Raymond kept his Overweight rating and $402 price target on Biogen (BIIB) after the latest filing disclosing that Mylan (MYL) petitioned U.S. PTAB to review its '514 patent covering the treatment of MS with 480 mg of dimethyl fumarate per day as provided for in Biogen's Tecfidera label. The analyst notes that while the worst case scenario could remove about $50 per share from his sum-of-parts analysis on Biogen, he sees it as "unlikely", since the patent has been resilient to two prior challenges which were decided in Biogen's favor.
02/07/19
CANT
02/07/19
NO CHANGE
Target $33
CANT
Neutral
Mylan patent challenge on Tecfidera potential positive for Alkermes, says Cantor
Cantor Fitzgerald analyst Brandon Folkes views the institution of Mylan's (MYL) inter partes review challenge of Tecfidera's '514 patent as a potential positive for Alkermes (ALKS). The analyst has assumed Biogen's (BIIB) Tecfidera '514 patent holds through 2028, and thus had ascribed a "more-modest" value to Alkermes' royalty from BIIB098 sales. If Mylan is successful in its IPR challenge, says the analyst, it could provide $4-$7 per share upside to his current Alkermes price target of $33. Biogen reported Tecfidera revenues of $4.3B for 2018, $3.3B of which was generated in the U.S. Alkermes is entitled to a mid-teen royalty on worldwide sales of BIIB098, Folkes tells investors in a research note titled "Giving ALKS a Hall Pass to Support the Away Team This Time." However, he believes the market has discounted the contribution of the BIIB098 royalty to Alkermes, "given the uncertainty about how the product may be included in a Tecfidera life cycle extension given the '514 patent runs to 2028."
02/07/19
MZHO
02/07/19
NO CHANGE
Target $427
MZHO
Buy
Mizuho likes Biogen's odds in patent case against Mylan
Shares of Biogen (BIIB) are trading down about 3% after Mylan's (MYL) inter partes review on key multiple sclerosis drug Tecfidera got "instituted," Mizuho analyst Salim Syed tells investors in a research note. The timing was as expected, and most biotech IPRs in general get instituted, explains the analyst. He says that while historical biotech IPR data suggests Biogen has a 31% chance of losing, the company's odds are "materially less" for two reasons. One, Tecfidera intellectual property is already "battle-tested," and two, there are 20 claims being disputed in this IPR and Mylan needs to win on all of them while Biogen needs to win on only one claim to be successful, Syed writes. He has a Buy rating on Biogen with a $427 price target.
TIVO TiVo
$11.12

-0.02 (-0.18%)

08/27/18
RILY
08/27/18
NO CHANGE
Target $23
RILY
Buy
TiVo price target raised to $23 from $19 at B. Riley FBR
B. Riley FBR analyst Eric Wold raised his price target for TiVo to $23 and added the shares to his firm's Alpha Generator list. The analyst believes the company's strategic review presents a "compelling opportunity." He reiterates a Buy rating on the shares.
08/20/18
RILY
08/20/18
NO CHANGE
RILY
Buy
Report incorrectly characterized Amazon DVR as threat to Tivo, says B. Riley FBR
B. Riley FBR analyst Eric Wold said he believes that Bloomberg's article on Friday discussing the possibility that Amazon (AMZN) is at work on a device to record and store live TV incorrectly characterized this technology/product as a threat to Tivo (TIVO). He actually believes, conversely, that it creates an additional licensing opportunity for TiVo that could push it to revisit litigation against Amazon. Wold contends that it would be "virtually impossible" for Amazon to develop an offering as described by Bloomberg without infringing upon any of TiVo's other guide, search, discovery and/or video IP beyond the company's soon-to-expire "time warp" patent. Noting further that the report comments that the functionality of the proposed Amazon DVR would be "similar to offerings from TiVo and Dish Network Corp.'s Slingbox," Wold reminds investors that Dish Network (DISH) is a licensee of TiVo. He maintains a Buy rating on TiVo shares.
07/25/18
JPMS
07/25/18
NO CHANGE
JPMS
Overweight
Invalidated patent 'not material' to TiVo court fight, says JPMorgan
JPMorgan analyst Sterling Auty noted that the USPTO's Patent Trial and Appeal Board has declared patent 8,433,696 held by TiVo (TIVO) to be invalid as it believes that the technology involves a variation of earlier know-how. While a "scary headline," the reality is this does not matter in terms of TiVo's court case with Comcast (CMCSA), since this patent was dropped from the case, said Auty, who keeps an Overweight rating on TiVo shares.
08/09/18
JPMS
08/09/18
NO CHANGE
Target $18
JPMS
Overweight
TiVo price target lowered to $18 from $30 at JPMorgan
JPMorgan analyst Sterling Auty lowered his price target for TiVo to $18 following the company's Q2 results but keeps an Overweight rating on the name. The analyst is "very encouraged" by the update from interim CEO Raghu Rau regarding the strategic review. The options laid out appear to make it clear that there are a couple different opportunities for shareholder value creation that potentially include breaking apart the products and intellectual property businesses to maximize the monetization potential, Auty tells investors in a post-earnings research note. He also believes TiVo pausing its search for a new CEO suggests that an outcome could take place near term.
BNFT Benefitfocus
$57.68

-0.61 (-1.05%)

12/19/18
RBCM
12/19/18
NO CHANGE
Target $58
RBCM
Outperform
Benefitfocus price target raised to $58 from $51 at RBC Capital
RBC Capital analyst Ross MacMillan raised his price target on Benefitfocus to $58 and kept his Outperform rating after its Investor Day update, which offered evidence in the company's BenefitsPlace platform being its key driver along with discussing progress around its execution and operating efficiency. The analyst adds that he has greater confidence in the "underpinnings of numbers" behind Benefitfocus performance as it continues to focus on "adding lives and increasing average revenue per user".
02/01/19
GSCO
02/01/19
INITIATION
Target $55
GSCO
Neutral
Benefitfocus resumed with a Neutral at Goldman Sachs
Goldman Sachs analyst Christopher Merwin resumed coverage of Benefitfocus with a Neutral rating and $55 price target. The analyst is optimistic about the company's ability to reaccelerate growth in its business, but he believes most of the potential upside is already captured in consensus estimates.
12/19/18
WELS
12/19/18
NO CHANGE
Target $60
WELS
Outperform
Benefitfocus price target raised to $60 from $50 at Wells Fargo
Wells Fargo analyst Jamie Stockton raised his price target for Benefitfocus to $60 from $50 after attending the analyst day for the company. The analyst believes the introduction of Benefitfocus Wallet will ultimately allow the company to broadly form direct-to-consumer relationships. It may take a number of years, but this could turn Benefitfocus into a financial and health products market for a much larger percentage of the population than just those its clients employ, he contends. Stockton reiterates an Outperform rating on the shares.
12/19/18
PIPR
12/19/18
NO CHANGE
Target $61
PIPR
Overweight
Benefitfocus laid out path to 20% long-term sales growth, says Piper Jaffray
Benefitfocus laid out a path to 20%-plus long-term revenue growth at its first ever investor day, Piper Jaffray analyst Sean Wieland tells investors in a research note. The analyst believes the new BenefitsPlace strategy is a critical component to long-term growth. Successful execution of the strategy coupled with margin expansion could drive upside to estimates, and potential margin expansion, Wieland contends. He has confidence that BenefitsPlace will succeed and reiterates an Overweight rating on Benefitfocus shares with a $61 price target.
BGS B&G Foods
$24.66

0.16 (0.65%)

01/10/19
01/10/19
DOWNGRADE
Target $33

Market Perform
B&G Foods cut to Market Perform at BMO Capital on valuation, portfolio mix
As previously reported, BMO Capital analyst Kenneth Zaslow downgraded B&G Foods to Market Perform from Outperform and lowered his price target to $33 from $37. The analyst says that the rating change does not reflect a "negative or unfavorable change in our current view or outlook of the company", but sees the case for the stock as "less persuasive" at current valuation. Zaslow adds that once the uncertainty regarding the company's dividend policy has dissipated, the stock has recovered its valuation gap relative to the packaged group average, trading at 12-times enterprise value to EBITDA multiple vs. peer group's 10-times.
01/10/19
BMOC
01/10/19
DOWNGRADE
BMOC
Market Perform
B&G Foods downgraded to Market Perform from Outperform at BMO Capital
12/12/18
KING
12/12/18
INITIATION
Target $37.5
KING
Buy
B&G Foods initiated with a Buy at CL King
CL King analyst Michael Gallo initiated B&G Foods with a Buy and $37.50 price target.
09/13/18
SPHN
09/13/18
NO CHANGE
Target $35
SPHN
Overweight
Stephens sees B&G Foods trading up after deal to sell Pirate Brands to Hershey
Stephens analyst Farha Aslam said she expects shares of B&G Foods (BGS) to trade up following the announcement of a deal to sell Pirate Brands to Hershey (HSY) for $420M, given the multiple it received and its increased balance sheet flexibility. Pirate Brands is "on-trend," but was not a strong strategic fit for B&G, said Aslam, who reiterated her Overweight rating and $35 price target on the shares. In pre-market trading, B&G Foods shares are up about 2% to $32.60.
CERS Cerus
$6.29

-0.145 (-2.25%)

01/28/19
CANT
01/28/19
NO CHANGE
Target $9
CANT
Overweight
Cantor sees catalysts for upside to Cerus sales growth estimates
Cantor Fitzgerald analyst Craig Bijou reiterates an Overweight rating on Cerus with a $9 price target after hosting meetings with management. The analyst came away "encouraged that the cadence of catalysts over the next several years" could drive upside to his current estimates. Bijou expects pathogen-reduced platelet penetration, led by accelerating American Red Cross adoption, to be the company's primary driver of sales growth in 2019. Faster U.S. platelet penetration and other near-term catalysts should drive upside to revenue growth estimates in 2019 and beyond, the analyst tells investors in a research note. He also believes finalization of FDA guidance, expected in 2019, should accelerate the adoption of U.S. pathogen-reduced platelets.
07/20/18
CANT
07/20/18
NO CHANGE
Target $9
CANT
Overweight
Cerus price target raised to $9 from $7 at Cantor Fitzgerald
Cantor Fitzgerald analyst Craig Bijou raised his price target for Cerus to $9 and reiterates an Overweight rating on the shares after hosting investor meetings with management. The analyst is now more confident that the company's recent momentum should continue. He believes Cerus has "various growth drivers for the next several years". The FDA is moving closer to providing final guidance for methods to reduce bacterial contamination in transfused platelets, and Cerus' pathogen-inactivation technology should be included, Bijou tells investors in a research note.
AAXN Axon
$60.15

2.1 (3.62%)

11/09/18
11/09/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Brookfield (BAM) upgraded to Outperform from Neutral at Credit Suisse with analyst Andrew Kuske saying he believes Brookfield is positioned for a breakout fund raising cycle and doesn't believe the current valuation is reflective of the potential acceleration of growth. 2. Monster Beverage (MNST) upgraded to Conviction Buy from Buy at Goldman Sachs with analyst Judy Hong saying concerns over the dispute with Coca-Cola (KO) are overdone and recommends buying shares on weakness. 3. Woodward (WWD) upgraded to Outperform from Market Perform at Barrington with analyst Chris Howe citing the "strong performance" of L'Orange, continued content wins in Aerospace and less volatility in the overall Industrial segment for the upgrade after the company's Q4 results topped expectations. 4. Axon (AAXN) upgraded to Outperform from Neutral at Baird with analyst William Power saying he believes the weakness following its Q3 results are overdone and he believes the new product introductions of Taser 7, Body Camera 3, and a growing software portfolio all provide potential catalysts in 2019. 5. Cree (CREE) upgraded to Buy from Neutral at Goldman Sachs with analyst Brian Lee saying his more in-depth field work and market analysis around the company's silicon carbide opportunity has made him "incrementally more bullish" on its growth potential. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/09/18
BARD
11/09/18
UPGRADE
Target $69
BARD
Outperform
Axon upgraded to Outperform following post-earnings pullback at Baird
As reported previously, Baird analyst William Power upgraded Axon to Outperform from Neutral. The analyst believes the weakness following its Q3 results are overdone and he believes the new product introductions of Taser 7, Body Camera 3, and a growing software portfolio all provide potential catalysts in 2019. Power has a $69 price target on Axon shares.
11/09/18
BARD
11/09/18
UPGRADE
BARD
Outperform
Axon upgraded to Outperform from Neutral at Baird
EOG EOG Resources
$93.95

-0.81 (-0.85%)

01/31/19
KEYB
01/31/19
INITIATION
KEYB
Sector Weight
EOG Resources initiated with a Sector Weight at KeyBanc
KeyBanc analyst Leo Mariani initiated EOG Resources with a Sector Weight rating. The analyst cited the company's "slight premium valuation and its outsized exposure to the out-of-favor Eagle Ford Shale."
01/07/19
RBCM
01/07/19
UPGRADE
RBCM
Outperform
EOG Resources upgraded to Outperform from Sector Perform at RBC Capital
01/28/19
SBSH
01/28/19
NO CHANGE
Target $125
SBSH
Buy
EOG to reset outlook for oil production growth this quarter, says Citi
Citi analyst Robert Morris believes EOG Resources will reset its outlook for oil production growth this quarter. The prior plan was to post 15%-25% annual oil production growth from 2016 through 2020 within cash flow at $50-$60 per barrel oil, but management removed the slide depicting this outlook in its Q3 presentation, Morris tells investors in a research note. He believes EOG will now target 10%-20% annual oil production growth over the next three-to-five years at $50-$60 per barrel oil starting with a 2018 base. He keeps a Buy rating on EOG Resources with a $125 price target.
01/07/19
RBCM
01/07/19
UPGRADE
Target $125
RBCM
Outperform
EOG Resources upgraded to Outperform at RBC Capital on valuation
As reported earlier, RBC Capital analyst Scott Hanold upgraded EOG Resources to Outperform from Sector Perform but lowered his price target to $125 from $142. The analyst is positive on the company's "strong balance sheet, high quality asset base, and valuation that now looks more favorable", also citing the company's "more durable" business model amid a "more volatile" oil price environment expected for the next several months. Hanold adds that while his new price target assumes a 5%-10% discount to his net asset value view, he is positive on EOG Resources' efforts to decouple the "business from commodity prices by focusing on debt reduction, premium drilling, and capturing margin in ancillary areas."
ENPH Enphase Energy
$8.10

0.03 (0.37%)

09/19/18
ROTH
09/19/18
NO CHANGE
ROTH
Buy
Tariff exemption a 'meaningful positive' for SunPower, Enphase, says Roth
Roth Capital analyst Philip Shen tells investors in a research note that SunPower's (SPWR) exclusion from the 30% Section 201 import tariffs for its IBC cells and modules is a "meaningful positive" for the company, as with the exclusion, SunPower appears to be the only company to serve the U.S. resi market with tariff-free modules imported from outside the U.S., except for First Solar (FSLR), which does not serve the resi market. In addition, Shen views the news as a meaningful positive for Enphase (ENPH) given its exclusive relationship with SunPower, and says Enphase could benefit from increased volumes ahead.
09/18/18
VERF
09/18/18
NO CHANGE
VERF
Latest tariffs incremenally negative for SolarEdge, Enphase, says Vertical Group
Vertical Group analyst Gordon Johnson said the latest round of tariffs being imposed by the U.S. on Chinese imports are an incremental negative for solar inverter companies with owned and/or outsourced manufacturing capacity in China, such as SolarEdge (SEDG) and Enphase Energy (ENPH). He also thinks the escalating U.S. trade war with China offers a competitive advantage to European-based manufacturers that have recently converted their technology, such as ABB (ABB). At the very least, inverter prices are set to increase at least 10% if distributors do not shift demand over to more traditional string-based suppliers, Johnson tells investors.
08/01/18
RILY
08/01/18
NO CHANGE
Target $7.5
RILY
Buy
Enphase Energy weakness a buying opportunity, says B. Riley FBR
B. Riley FBR analyst Carter Driscoll views the post-earnings weakness in shares of Enphase Energy as a buying opportunity. Enphase rebuked the short report and the upcoming analyst day, which will unveil a differentiated iQ8 microinverter, provides catalysts, Driscoll tells investors in a research note. He keeps a Buy rating on the shares with a $7.50 price target.
02/21/19
COWN
02/21/19
NO CHANGE
Target $9
COWN
Outperform
Enphase Energy price target raised to $8.50 from $6.75 at Cowen
Cowen analyst Jeffrey Osborne raised his price target on Enphase Energy to $8.50 from $6.75 ahead of Q4 results. The analyst believes both the results and guidance will be in-line with expectations, but he said long lead times due to component supply tightness will impede growth in the near term. Osborne reiterated his Outperform rating on Enphase Energy shares.
MGNX MacroGenics
$20.82

-0.9 (-4.14%)

02/07/19
02/07/19
DOWNGRADE
Target $26

Neutral
MacroGenics downgraded to Neutral on 'baked in' approval at Wedbush
As previously reported, Wedbush analyst David Nierengarten downgraded MacroGenics to Neutral from Outperform, while raising his price target on the shares to $26 from $20, following positive topline results from the pivotal Phase 3 SOPHIA trial evaluating margetuximab in 3/4L HER2-positive metastatic breast cancer. Overall, the topline readout met Nierengarten's cautiously optimistic expectations for a statistically significant increase in PFS that would warrant BLA submission in 2H19 and subsequent approval. The analyst argued that the current stock reaction approaches his increased and already de-risked valuation.
02/07/19
02/07/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Saia (SAIA) upgraded to Buy from Hold at Deutsche Bank with analyst Amit Mehrotra saying after meeting with management, he is incrementally more confident in Saia's ability to generate double-digit revenue growth this year. 2. Guess (GES) upgraded to Buy from Hold at Jefferies with analyst Janine Stichter saying the recent pullback in the stock puts the company's multiple below its historical average and peers. 3. Spirit Airlines (SAVE) upgraded to Buy from Neutral at Goldman Sachs with analyst Catherine O'Brien saying she expects passenger revenue trends for the company in the first half of the year to be stronger than previously anticipated. 4. MacroGenics (MGNX) upgraded to Buy from Sell at Citi with analyst Yigal Nochomovitz saying additional Phase 1 readouts in 2019 should provide further stock momentum for MacroGenics. 5. Cognizant (CTSH) upgraded to Outperform from Market Perform at BMO Capital with analyst Keith Bachman citing the company's FY19 revenue growth outlook and a positive management transition. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/07/19
RHCO
02/07/19
NO CHANGE
Target $40
RHCO
Buy
MacroGenics price target raised to $40 from $28 at SunTrust
SunTrust analyst Peter Lawson raised his price target on MacroGenics to $40 and kept his Buy rating after the company announced "very encouraging results from pivotal Phase 3 study evaluating marge plus chemo in HER2+ breast cancer". The analyst notes that he has raised his probability of success and penetration estimates for the program to 69% and $670M in peak sales by 2025 respectively.
02/20/19
HCWC
02/20/19
NO CHANGE
Target $39
HCWC
Buy
Xencor hold supports MacroGenics' 'measured approach,' says H.C. Wainwright
H.C. Wainwright analyst Debjit Chattopadhyay says the partial clinical hold placed on Xencor's (XNCR) XmAb14045 highlights the importance of the "measured approach" MacroGenics (MGNX) has implemented for flotetuzumab. MacroGenics is advancing flotetuzumab, a CD123xCD3 bispecific, for the same indication as mAb14045 and has had a "deliberate approach" to mitigate cytokine release syndrome-related issues, with some "compelling data" in refractory acute myeloid leukemia patients, Chattopadhyay tells investors in a research note. He keeps a Buy rating on MacroGenics with a $39 price target. The stock in early trading is down 32c to $21.83. Xencor is down 6% to $33.76.
ACAD Acadia
$23.57

-0.16 (-0.67%)

11/07/18
HCWC
11/07/18
NO CHANGE
Target $60
HCWC
Buy
Acadia poised to outperform in 2019, says H.C. Wainwright
H.C. Wainwright analyst Andrew Fein expects to see Nuplazid regain momentum following Acadia Pharmaceuticals' Q3 results. As the overhang of the safety concerns around Nuplazid was cleared by the FDA's statement in September, the key commercial question is now whether the company will be able to regain the growth momentum through a number of promotional activities, Fein tells investors in a research note. He expects to see the "normalization of growth in the months ahead" and says Acadia is poised to outperform in 2019. Fein keeps a Buy rating on the shares with a $60 price target.
11/12/18
LEER
11/12/18
INITIATION
Target $21
LEER
Market Perform
Acadia initiated with a Market Perform at Leerink
Leerink Partners analyst Marc Goodman started Acadia Pharmaceuticals with a Market Perform rating and $21 price target.
11/13/18
LEER
11/13/18
INITIATION
Target $21
LEER
Market Perform
Acadia initiated with a Market Perform at Leerink
Leerink analyst Marc Goodman started Acadia with a Market Perform and $21 price target as he initiates Neuroscience space with a Positive View. The analyst believes the Neuroscience sector is experiencing a "renaissance" as multiple new agents and mechanisms are coming up the pipeline across major therapeutic areas, the number of clinical studies is growing nicely, and the FDA is friendly to innovation in this space, companies are getting smarter about speed-to-market strategies and selecting niche sub-populations to focus on for initial product approvals, payer pushback on usage is much lower than in other categories, and physicians are enthusiastic about new agents. Regarding Acadia, Goodman believes Nuplazid will rebound following the negative publicity regarding its safety profile based on his proprietary MEDACorp physician survey work, but consensus now assumes a rebound.
12/10/18
ADAM
12/10/18
INITIATION
Target $23
ADAM
Hold
Acadia initiated with a Hold at Canaccord
Canaccord analyst Sumant Kulkarni initiated Acadia Pharmaceuticals with a Hold rating and $23 price target. In a research note to investors, Kulkarni says that while he believes Acadia is a core holding for investors seeking exposure to central nervous system, or CNS, companies with commercial assets, he believes the risk/reward on the stock is balanced ahead of potential issuance of the company's initial 2019 outlook for Nuplazid in Parkinson's Disease psychosis, or PDP, and views his sales estimate for Nuplazid as "reasonable," though he admits he has low visibility heading into the event.
ALDR Alder Biopharmaceuticals
$13.51

-1.15 (-7.84%)

11/06/18
WELS
11/06/18
INITIATION
Target $36
WELS
Outperform
Alder Biopharmaceuticals resumed with an Outperform at Wells Fargo
Wells Fargo analyst Jim Birchenough resumed coverage of Alder Biopharmaceuticals with an Outperform rating and $36 price target following review of Q3 operating results and ahead of expected BLA filing for novel CGRP antibody eptinezumab for migraine prevention. While commercial execution will be key, the analyst believes that differentiated delivery and reimbursement as well as key product attributes of greater speed and depth of response should support a significant opportunity and potentially attract large pharma/biotech interest.
11/06/18
11/06/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Arcosa (ACA) initiated with a Buy at Gabelli. 2. Alder Biopharmaceuticals (ALDR) resumed with an Outperform at Wells Fargo. 3. Anaplan (PLAN) initiated with a Buy at Canaccord and Needham, an Overweight at Barclays and Piper Jaffray, an Outperform at JMP Securities, an In Line at Evercore ISI, an Equal Weight at Morgan Stanley, a Sector Weight at KeyBanc, and a Neutral at Goldman Sachs. 4. Equillium (EQ) initiated with a Buy at Stifel and Jefferies. 5. Badger Meter (BMI) initiated with a Buy at Maxim. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
11/28/18
PIPR
11/28/18
NO CHANGE
Target $28
PIPR
Overweight
Alder Biopharmaceuticals's epti to benefit from SubQ profile, says Piper Jaffray
Piper Jaffray analyst Danielle Brill kept her Overweight rating and $28 price target on Alder Biopharmaceuticals following her meeting with its CEO Robert Azelby. The analyst says that the discussion of the recent launch of competitor SubQ anti-CGRP mAbs for migraine prevention raised the profile of its eptinezumab, noting that "given epti's rapid onset of effect and deep magnitude of response, the company believes there will be demand" for epti. Brill still sees the program's BLA submission on track for Q1 of 2019 with the potential launch coming in Q1 of 2020.
02/25/19
PIPR
02/25/19
NO CHANGE
Target $28
PIPR
Overweight
Piper Jaffray maintains positive view of Alder Biopharmaceuticals' eptinezumab
Piper Jaffray analyst Danielle Brill kept her Overweight rating and $28 price target on Alder Biopharmaceuticals after its Q4 results and update on eptinezumab this evening. The analyst maintains a positive view on the program and contends that "eptinezumab is the best suited agent for the most debilitated migraine patients", adding that the company could generate peak revenues of over $1B if it were to capture just the severe subset of patients.
NYMT New York Mortgage
$6.16

-0.01 (-0.16%)

09/28/18
KBWI
09/28/18
NO CHANGE
Target $5.5
KBWI
Market Perform
Keefe Bruyette recommends short-term underweight on New York Mortgage
Keefe Bruyette analyst Eric Hagen believes a short-term underweight position in New York Mortgage is an effective way to capture upside as a result of tight credit spreads. At 1.07 times of GAAP book value, the stock appears overvalued given the earnings risk if yields on core assets such as CMBS and distressed residential loans either remain tight or widen sharply, Hagen tells investors in a research note. He reiterates a Market Perform rating on the shares with a $5.50 price target.
08/06/18
LTCO
08/06/18
DOWNGRADE
LTCO
Neutral
New York Mortgage downgraded to Neutral from Buy at Ladenburg
Ladenburg Thalmann analyst Christopher Nolan downgraded New York Mortgage Trust to Neutral citing valuation following the company's core earnings miss in Q2. The analyst removed his prior $6.25 price target for the shares.

TODAY'S FREE FLY STORIES

WSC

WillScot

$14.18

-0.17 (-1.18%)

21:53
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CYRN

Cyren

$1.60

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21:32
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VEC

Vectrus

$38.28

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21:32
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OSPN

OneSpan

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21:32
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OneSpan initiated at B. Riley FBR »

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CMBM

Cambium Networks

$0.00

(0.00%)

21:29
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Syndicate
Cambium Networks 5.8M share IPO price $12.00 »

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$21.80

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21:27
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Syndicate
VICI Properties 100M share Secondary priced at $21.50 »

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20:25
Conference/Events
CLSA Asian tech analysts to hold an analyst/industry conference call »

Asian Technology Analysts…

GIS

General Mills

$53.70

0.04 (0.07%)

, PAYX

Paychex

$84.76

-1.41 (-1.64%)

20:25
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06/25
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Earnings
Notable companies reporting before tomorrow's open »

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GIS

General Mills

$53.70

0.04 (0.07%)

PAYX

Paychex

$84.76

-1.41 (-1.64%)

03/08/13
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BAX

Baxter

$81.71

-0.58 (-0.70%)

19:32
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19:32
Initiation
Baxter initiated at KeyBanc »

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FB

Facebook

$188.87

-3.69 (-1.92%)

19:21
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19:21
Periodicals
Brazil court reduces fine for Facebook's refusal to share data, Reuters says »

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PCG

PG&E

$21.62

-0.02 (-0.09%)

19:01
06/25/19
06/25
19:01
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19:01
Periodicals
PG&E bondholders seek control of utility's bankruptcy, SVBJ reports »

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KMI

Kinder Morgan

$20.58

-0.58 (-2.74%)

18:55
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06/25
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18:55
Hot Stocks
Kinder Morgan says 'very pleased' with Travis County District Court ruling »

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MU

Micron

$32.71

-0.47 (-1.42%)

, FDX

FedEx

$156.00

-4.88 (-3.03%)

18:37
06/25/19
06/25
18:37
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18:37
Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS: Micron…

MU

Micron

$32.71

-0.47 (-1.42%)

FDX

FedEx

$156.00

-4.88 (-3.03%)

AVAV

AeroVironment

$61.41

-0.52 (-0.84%)

GBT

Global Blood Therapeutics

$62.42

-0.87 (-1.37%)

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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18:15
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General news
Breaking General news story  »

St. Louis Federal Reserve…

CMCSA

Comcast

$42.75

-0.85 (-1.95%)

, CMCSK

Comcast

$0.00

(0.00%)

18:06
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18:06
Periodicals
NBC to pull 'The Office' from Netflix in 2021, CNBC says »

Comcast's (CMCSA)…

CMCSA

Comcast

$42.75

-0.85 (-1.95%)

CMCSK

Comcast

$0.00

(0.00%)

NFLX

Netflix

$360.29

-10.72 (-2.89%)

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FDX

FedEx

$156.00

-4.88 (-3.03%)

18:03
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FedEx says U.S. government placing burden on carriers with regulations »

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FedEx

$156.00

-4.88 (-3.03%)

18:01
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FedEx says Huawei packages 'only peripherally' involved in U.S. lawsuit »

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QD

Qudian

$8.46

-0.275 (-3.15%)

18:00
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Breaking Syndicate news story on Qudian »

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FDX

FedEx

$156.00

-4.88 (-3.03%)

, AMZN

Amazon.com

$1,879.26

-34.17 (-1.79%)

17:57
06/25/19
06/25
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17:57
Hot Stocks
Breaking Hot Stocks news story on FedEx, Amazon.com »

FedEx says loss of Amazon…

FDX

FedEx

$156.00

-4.88 (-3.03%)

AMZN

Amazon.com

$1,879.26

-34.17 (-1.79%)

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FDX

FedEx

$156.00

-4.88 (-3.03%)

17:56
06/25/19
06/25
17:56
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17:56
Hot Stocks
FedEx sees buyback level significantly lower in FY20 »

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FDX

FedEx

$156.00

-4.88 (-3.03%)

17:51
06/25/19
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Hot Stocks
FedEx says has made no pricing changes »

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FedEx

$156.00

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17:46
06/25/19
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Hot Stocks
FedEx says international commercial team still poised for growth »

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FedEx

$156.00

-4.88 (-3.03%)

17:43
06/25/19
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17:43
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Hot Stocks
FedEx says global trade picture 'less than ideal' »

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FedEx

$156.00

-4.88 (-3.03%)

17:38
06/25/19
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17:38
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Hot Stocks
FedEx calls FY20 a 'transition year' »

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FedEx

$156.00

-4.88 (-3.03%)

17:37
06/25/19
06/25
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17:37
Hot Stocks
FedEx says intends to substantially grow e-commerce business »

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