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TGI

Triumph Group

$20.40

1.08 (5.59%)

, BA

Boeing

$395.20

6.4 (1.65%)

12:33
04/04/19
04/04
12:33
04/04/19
12:33

Triumph Group awarded contract to support Boeing's MQ-25 unmanned tanker

Triumph Group (TGI) has been awarded a contract by The Boeing Company (BA) to supply critical hydraulic system components for the MQ-25 unmanned aerial refueling program. Triumph Integrated Systems will provide components for the hydraulic systems used in the landing gear and the aircraft's arresting systems. Integrated Systems provides similar content on other Boeing defense aircraft. The MQ-25 is the U.S. Navy's first operational carrier-based unmanned aircraft and is designed to provide a much-needed refueling capability. The contract supports Boeing's engineering and manufacturing development program to provide four MQ-25 aircraft to the U.S. Navy for Initial Operational Capability by 2024.

TGI

Triumph Group

$20.40

1.08 (5.59%)

BA

Boeing

$395.20

6.4 (1.65%)

  • 24

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    Apr

TGI Triumph Group
$20.40

1.08 (5.59%)

01/25/19
01/25/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Flir Systems (FLIR) upgraded to Outperform from Neutral at Baird with analyst Peter Arment saying defense contract wins that are providing good visibility and current valuation, which provides a good risk/reward. 2. McCormick (MKC) upgraded to Hold from Sell at Deutsche Bank and to Overweight from Equal Weight at Consumer Edge. 3. Rockwell Automation (ROK) upgraded to Buy from Reduce at HSBC with analyst Michael Hagmann saying he views the correction in shares as "overdone" and said Rockwell offers robust secular automation fundamentals, strong cash flow generation, and best-in-class ROIC, with potential for end market improvement in FY19. 4. Triumph Group (TGI) upgraded to Outperform from Market Perform at Cowen with analyst Cai von Rumohr citing its Global 7500 program as it will reduce the company's risk, bolster 2020 free cash flow, and shift its mix to profitable sectors. 5. Carnival (CCL) upgraded to Outperform from Neutral at Macquarie with analyst Paul Golding citing valuation and favorable exposure to oil prices. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/08/19
RHCO
02/08/19
NO CHANGE
Target $25
RHCO
Hold
Triumph Group price target raised to $25 from $16 at SunTrust
SunTrust analyst Michael Ciarmoli raised his price target on Triumph Group to $25 after its Q3 results, saying that while its revenue missed consensus, the organic growth of 7% was solid. The analyst also cites the company's better than expected free cash flows and affirmed FY19 outlook, but keeps his Hold rating on the stock given the remaining headwinds around its "G280, E-2, and 747" programs.
02/11/19
COWN
02/11/19
DOWNGRADE
COWN
Market Perform
Triumph Group downgraded to Market Perform from Outperform at Cowen
02/11/19
BOFA
02/11/19
UPGRADE
BOFA
Buy
Triumph Group upgraded to Buy from Underperform at BofA/Merrill
BofA/Merrill analyst Ronald Epstein double upgraded Triumph Group to Buy from Underperform with a $35 price target. Epstein said current management is undoing the "cash drag" from previous management acquisitions of Vought Aircraft Industries and the Gulfstream wing programs. The analyst said there is a visible and achievable pat towards positive free cash flow by FY21 and sees the Aerostructures group as a potential upside for shareholders.
BA Boeing
$395.20

6.4 (1.65%)

03/27/19
03/27/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Qualcomm (QCOM) initiated with a Neutral at JPMorgan. 2. Occidental Petroleum (OXY) initiated with a Perform at Oppenheimer. 3. Boeing (BA) resumed with a Buy at Citi. 4. Square (SQ) initiated with an Outperform at Macquarie. 5. Frontdoor (FTDR) initiated with an Outperform at William Blair. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
03/27/19
TIGR
03/27/19
NO CHANGE
TIGR
Buy
Boeing weakness on 737 Max 8 issues a buying opportunity, says Tigress Financial
Tigress Financial analyst Ivan Feinseth is keeping his Buy rating on Boeing and believes that the recent weakness in the stock price related to its 737 MAX 8 issues is a "buying opportunity". The analyst contends that the long-term aircraft demand remains strong, and Boeing is benefiting from the trend of increasing passenger and freight traffic along with an upcoming increase in retiring older planes. Feinseth estimates the global demand for commercial aviation services to grow about 4% per year over the next 20 years to over $8.8T in total value. Additionally, the analyst anticipates Boeing to generate "higher returns on capital, increasing economic profit, and greater shareholder value creation" from "increasing needs in cybersecurity, communication systems, and greater defense spending."
04/03/19
COWN
04/03/19
DOWNGRADE
Target $95
COWN
Market Perform
Spirit AeroSystems downgraded to Market Perform from Outperform at Cowen
Cowen analyst Cai von Rumohr downgraded Spirit AeroSystems (SPR) to Market Perform from Outperform with a $95 price target, saying that increased potential for a 737 rate adjustment will likely offset the expected upside from the Asco acquisition. With a lower 2020 cash flow yield than Boeing (BA) and less pricing power, the analyst says Spirit (SPR) looks fairly priced.
04/03/19
BARD
04/03/19
NO CHANGE
Target $470
BARD
Outperform
Boeing EPS consensus cuts coming after delivery data, says Baird
Baird analyst Peter Arment said his checks continue to point to Boeing reporting 134 plane deliveries in Q1, including only 85 deliveries of 737s, down from prior expectations of 147 aircraft. His 2019 delivery assumption for the 737 family is 871 planes, which compares to guidance of 895-905 and assumes limited deliveries through April for the 737 program after the grounding of the 737-MAX. Arment expects the EPS consensus for Boeing to "come down considerably" after the company's report next week of official Q1 delivery data, though he continues to recommend both short- and long-term investors buy Boeing shares and add to positions on the current pullback. Arment keeps an Outperform rating and $470 price target on Boeing.

TODAY'S FREE FLY STORIES

FB

Facebook

$178.77

-0.13 (-0.07%)

06:15
04/18/19
04/18
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06:15
Periodicals
Facebook 'unintentionally' uploaded email contacts of 1.5M users, BI reports »

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MSFT

Microsoft

$121.75

1.09 (0.90%)

06:14
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06:14
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06:14
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Microsoft rejects facial-recognition sale on human rights concerns, Reuters says »

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NOW

ServiceNow

$236.15

-3.65 (-1.52%)

, ZEN

Zendesk

$80.79

-1.17 (-1.43%)

06:14
04/18/19
04/18
06:14
04/18/19
06:14
Recommendations
ServiceNow, Zendesk, LogMeln analyst commentary  »

ServiceNow price target…

NOW

ServiceNow

$236.15

-3.65 (-1.52%)

ZEN

Zendesk

$80.79

-1.17 (-1.43%)

LOGM

LogMeln

$81.22

-0.74 (-0.90%)

03/08/13
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03/06/13
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03/06/13
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FB

Facebook

$178.77

-0.13 (-0.07%)

, AMZN

Amazon.com

$1,864.63

3.63 (0.20%)

06:12
04/18/19
04/18
06:12
04/18/19
06:12
Periodicals
Facebook confirms work on voice, AI assistant technologies, Reuters reports »

A Facebook spokesperson…

FB

Facebook

$178.77

-0.13 (-0.07%)

AMZN

Amazon.com

$1,864.63

3.63 (0.20%)

AAPL

Apple

$203.14

4.14 (2.08%)

MSFT

Microsoft

$121.75

1.09 (0.90%)

GOOG

Alphabet

$1,235.76

8.7 (0.71%)

GOOGL

Alphabet Class A

$1,240.35

8.44 (0.69%)

03/08/13
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GBX

Greenbrier

$33.37

0.12 (0.36%)

06:11
04/18/19
04/18
06:11
04/18/19
06:11
Hot Stocks
Greenbrier to acquire manufacturing business of American Railcar »

Greenbrier announced that…

03/08/13
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  • 13

    Nov

STI

SunTrust

$63.77

0.475 (0.75%)

06:11
04/18/19
04/18
06:11
04/18/19
06:11
Earnings
SunTrust reports Q1 EPS $1.24, consensus $1.30 »

Reports Q1 revenue…

03/08/13
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    May

UAA

Under Armour

$21.94

0.14 (0.64%)

, UA

Under Armour

$19.66

0.19 (0.98%)

06:10
04/18/19
04/18
06:10
04/18/19
06:10
Recommendations
Under Armour, Under Armour, Nike, Adidas analyst commentary at Piper Jaffray »

Under Armour Q1…

UAA

Under Armour

$21.94

0.14 (0.64%)

UA

Under Armour

$19.66

0.19 (0.98%)

NKE

Nike

$88.74

0.84 (0.96%)

ADDYY

Adidas

$0.00

(0.00%)

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

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  • 09

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PEP

PepsiCo

$127.05

4.55 (3.71%)

06:09
04/18/19
04/18
06:09
04/18/19
06:09
Upgrade
PepsiCo rating change  »

PepsiCo upgraded to…

03/08/13
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03/08/13
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03/06/13
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NMIH

NMI Holdings

$27.08

-0.25 (-0.91%)

06:09
04/18/19
04/18
06:09
04/18/19
06:09
Initiation
NMI Holdings initiated  »

NMI Holdings initiated…

03/08/13
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  • 01

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TRX

Tanzanian Royalty

$0.81

0.039 (5.06%)

06:08
04/18/19
04/18
06:08
04/18/19
06:08
Syndicate
Tanzanian Royalty announces sale of $350,000 of common shares »

Tanzanian Gold's,…

03/08/13
Wedge Partners
03/08/13
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TROW

T. Rowe Price

$106.15

-0.54 (-0.51%)

, TSLA

Tesla

$271.12

-1.38 (-0.51%)

06:08
04/18/19
04/18
06:08
04/18/19
06:08
Periodicals
T. Rowe Price funds cut Tesla holdings in Q1, Reuters reports »

T. Rowe Price (TROW)…

TROW

T. Rowe Price

$106.15

-0.54 (-0.51%)

TSLA

Tesla

$271.12

-1.38 (-0.51%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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ENV

Envestnet

$69.17

-0.39 (-0.56%)

06:07
04/18/19
04/18
06:07
04/18/19
06:07
Initiation
Envestnet initiated  »

Envestnet initiated with…

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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  • 16

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GTLS

Chart Industries

$88.07

1.13 (1.30%)

06:07
04/18/19
04/18
06:07
04/18/19
06:07
Earnings
Chart Industries raises FY19 adjusted EPS view to $2.70-$3.05 from $2.50-$2.85 »

Consensus for FY19 EPS is…

03/08/13
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  • 18

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BA

Boeing

$377.54

-3.96 (-1.04%)

06:06
04/18/19
04/18
06:06
04/18/19
06:06
Hot Stocks
Boeing making 'steady progress' on path to 737 MAX software certification »

Boeing is making…

03/08/13
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03/06/13
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DHR

Danaher

$124.88

-3.3 (-2.57%)

06:05
04/18/19
04/18
06:05
04/18/19
06:05
Earnings
Breaking Earnings news story on Danaher »

Danaher cuts FY19 adj.…

03/08/13
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03/08/13
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  • 18

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ULTA

Ulta Beauty

$354.24

-1.07 (-0.30%)

06:05
04/18/19
04/18
06:05
04/18/19
06:05
Recommendations
Ulta Beauty analyst commentary at Piper Jaffray »

Ulta Beauty price target…

03/08/13
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GTLS

Chart Industries

$88.07

1.13 (1.30%)

06:05
04/18/19
04/18
06:05
04/18/19
06:05
Earnings
Chart Industries reports Q1 adjusted EPS 39c, consensus 44c »

Reports Q1 revenue…

03/08/13
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CF

CF Industries

$44.63

0.77 (1.76%)

06:04
04/18/19
04/18
06:04
04/18/19
06:04
Downgrade
CF Industries rating change  »

CF Industries downgraded…

03/08/13
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DHR

Danaher

$124.88

-3.3 (-2.57%)

06:03
04/18/19
04/18
06:03
04/18/19
06:03
Earnings
Breaking Earnings news story on Danaher »

Danaher sees Q2 adj. EPS…

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RF

Regions Financial

$15.78

0.22 (1.41%)

06:03
04/18/19
04/18
06:03
04/18/19
06:03
Hot Stocks
Breaking Hot Stocks news story on Regions Financial »

Regions Financial reports…

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RF

Regions Financial

$15.78

0.22 (1.41%)

06:02
04/18/19
04/18
06:02
04/18/19
06:02
Hot Stocks
Regions Financial CEO says 'We began 2019 with positive momentum' »

"We began 2019 with…

03/08/13
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DHR

Danaher

$124.88

-3.3 (-2.57%)

06:02
04/18/19
04/18
06:02
04/18/19
06:02
Earnings
Danaher reports Q1 adj. EPS $1.07, consensus $1.01 »

Reports Q1 revenue…

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

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SF

Stifel Financial

$59.12

-0.14 (-0.24%)

06:02
04/18/19
04/18
06:02
04/18/19
06:02
Hot Stocks
Stifel Financial to acquire Mooreland Partners, terms not disclosed »

Stifel Financial…

03/08/13
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03/08/13
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RF

Regions Financial

$15.78

0.22 (1.41%)

06:00
04/18/19
04/18
06:00
04/18/19
06:00
Earnings
Regions Financial reports Q1 EPS 37c, consensus 37c »

Reports Q1 revenue…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 18

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    Jun

BBT

BB&T

$49.82

0.32 (0.65%)

05:49
04/18/19
04/18
05:49
04/18/19
05:49
Earnings
BB&T reports Q1 EPS ex-items $1.05, consensus $1.03 »

Reports Q1…

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