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MRVL

Marvell

$22.35

0.64 (2.95%)

, SBUX

Starbucks

$75.49

0.36 (0.48%)

07:35
04/11/19
04/11
07:35
04/11/19
07:35

Unusual call flow in option market yesterday

Notable call activity was cited Wednesday in Marvell (MRVL), Starbucks (SBUX), Centene (CNC), Xilinx (XLNX), Marathon Petroleum (MPC), Cenovus Energy (CVE), HUYA (HUYA), J C Penney (JCP), Levi Strauss (LEVI), and Ensco (ESV).

MRVL

Marvell

$22.35

0.64 (2.95%)

SBUX

Starbucks

$75.49

0.36 (0.48%)

CNC

Centene

$57.25

-0.61 (-1.05%)

XLNX

Xilinx

$131.56

2.7 (2.10%)

MPC

Marathon Petroleum

$63.60

1.43 (2.30%)

CVE

Cenovus Energy

$10.04

0.47 (4.91%)

HUYA

Huya

$23.20

-1.135 (-4.67%)

JCP

J.C. Penney

$1.26

-0.05 (-3.82%)

LEVI

Levi Strauss

$22.74

0.87 (3.98%)

ESV

Ensco Rowan

$3.99

-0.02 (-0.50%)

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MRVL Marvell
$22.35

0.64 (2.95%)

03/29/19
MZHO
03/29/19
NO CHANGE
Target $140
MZHO
Buy
Xilinx price target raised to $140 from $107 at Mizuho
Mizuho analyst Vijay Rakesh raised his price target for Xilinx (XLNX) to $140 from $107 following his trip to Asia and channel checks with the supply chain. Xilinx is a "significant leader" in 5G, with orders potentially up 50%-plus year-over-year in 2019 as the company is getting ~95% of 5G orders, Rakesh tells investors in a research note. The analyst also believes Xilinx has a "strong lead" over Intel (INTC) and Marvell Technology (MRVL). He reiterates a Buy rating on the shares.
03/01/19
OPCO
03/01/19
NO CHANGE
Target $26
OPCO
Outperform
Oppenheimer says Marvell top 'self-help' story
Oppenheimer analyst Rick Schafer reiterated an Outperform rating and $26 price target on Marvell Technology ahead of the company's March 7 results, which he expects will be in-line to preannounced sales of $740M and a negative bias to the outlook. In a research note to investors, Schafer says storage softness is expected to persist into the April quarter but high-growth networking appears on track, led by early-5G wireless infrastructure builds. Marvell is his top self-help story, and said he remains a long-term buyer here.
03/08/19
OPCO
03/08/19
NO CHANGE
Target $26
OPCO
Outperform
Oppenheimer says structural bull thesis on Marvell 'intact' after Q4 results
Oppenheimer analyst Rick Schafer reiterated an Outperform rating and $26 price target on Marvell, saying his structural bull thesis is intact following the company's Q4 results. In a research note to investors, Schafer says management noted improvement in bookings over the past few weeks and sees the first quarter as the bottom for Storage and Networking. Shafer says Marvell is undershipping demand, particularly in storage as channel inventories clear. 5G infrastructure is a growth catalyst for late this year and adds that management is executing well through a challenging storage environment made worse by macro uncertainties and ongoing semi cycle correction.
03/08/19
CHLM
03/08/19
NO CHANGE
Target $19
CHLM
Hold
Marvell shares fully valued at current levels, says Craig-Hallum
Craig-Hallum analyst Christian Schwab maintained a Hold rating and $19 price target on Marvell following the company's Q4 results, telling investors in a research note that FY20 is set to be a challenging year, albeit with an expected bottom in Q1 and improvement through the course of the year. Schwab does believe the company is well positioned with growth prospects in both 5G and automotive, but believes shares remain fully valued at current levels until he sees more tangible traction of the company's growth prospects.
SBUX Starbucks
$75.49

0.36 (0.48%)

04/10/19
PIPR
04/10/19
NO CHANGE
Target $70
PIPR
Neutral
Starbucks price target raised to $70 from $60 at Piper Jaffray
Piper Jaffray analyst Nicole Miller Regan raised her price target for Starbucks to $70 from $60 and keeps a Neutral rating on the name following March channel checks. In March, our Starbucks checks were steady in the positive mid-single-digit range, Regan tells investors in a research note. She notes, however, that her Starbucks checks, on average, have been approximately 120 basis points below actual results over the last four quarters. As such, the analyst is maintaining her positive 3% fiscal Q2 same-store sales estimate for the Americas segment. Regan remains Neutral rated on Starbucks with an "incrementally positive bias." It appears the potential overhang related to sales momentum and/or operational execution in the Americas segment has been partially removed, says the analyst.
04/08/19
04/08/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. General Electric (GE) downgraded to Underweight from Neutral at JPMorgan with analyst Stephen Tusa saying with the stock up 38% year-to-date, many investors are underestimating the severity of the challenges and underlying risks at GE, while overestimating the value of "small positives." 2. Starbucks (SBUX) downgraded to Neutral from Buy at UBS with analyst Dennis Geiger saying the risk/reward on shares "appears balanced" with the stock up 55% since June. 3. Boeing (BA) downgraded to Neutral from Buy at BofA/Merrill with analyst Ronald Epstein citing the company's announcement that it will cut 737 production rates to 42 per month from 52 per month, which he takes to likely mean that the 737 delay could last longer than previously expected. 4. Micron (MU) downgraded to Market Perform from Outperform at Cowen with analyst Karl Ackerman saying his field work indicates Micron's profitability will decline again in calendar year 2020. 5. Roku (ROKU) downgraded to Sell from Neutral at Citi with analyst Mark May saying the stock is up 110% year-to-date and near all-time highs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/08/19
UBSW
04/08/19
DOWNGRADE
Target $78
UBSW
Neutral
Starbucks downgraded to Neutral from Buy at UBS
UBS analyst Dennis Geiger downgraded Starbucks to Neutral from Buy while raising his price target for the shares to $78 from $72. The stock closed Friday up 68c to $75.03. The risk/reward on shares "appears balanced" with the stock up 55% since June, Geiger tells investors in a research note. He believes Starbucks is better positioned going forward with improved same-store-sales momentum and streamlined operations. However, the shares "reflect this and expectations are now elevated," says Geiger. The analyst adds that while repurchase activity and upside to forecasts "could support further multiple expansion," he sees risks from "downside to more elevated sales/earnings expectations as an offset.
04/05/19
STFL
04/05/19
NO CHANGE
Target $700
STFL
Hold
Chipotle price target raised to $700 after restaurant sentiment survey at Stifel
Stifel analyst Chris O'Cull said his recent survey of investors indicated that 33% think restaurant fundamentals deteriorated during Q1 relative to their initial expectations at the beginning of the quarter. McDonald's (MCD) was the only large-cap restaurant stock voted to outperform heading into earnings season while Chipotle (CMG) and Domino's (DPZ) were investors' top small-to-mid-cap picks for earnings outperformance, noted O'Cull. Among large-cap stocks, the largest number of investors surveyed pointed to Starbucks (SBUX) as most likely to underperform in the near-term, the analyst added. O'Cull raised his 2019 and 2020 EPS estimates for Chipotle based on his view that Q4 momentum has likely built in early 2019 and increased his price target on the shares to $700 from $500, but he maintains a Hold rating on Chipotle shares.
CNC Centene
$57.25

-0.61 (-1.05%)

04/10/19
RHCO
04/10/19
NO CHANGE
RHCO
SunTrust lowers price targets on CVS, raises price target on WellCare
SunTrust analyst David MacDonald lowered his price target on CVS (CVS) to $65 from $85 as part of his broader research note previewing Q1 results for the healthcare services stocks. The analyst expects the quarter to reflect the company's challenges around reimbursement pressure, fewer generics, and lower brand inflation that should be a detriment to retail pharmacy and long-term-care businesses, even though he maintains a bullish view on the stock longer term based on its risk-reward profile. MacDonald also raises his price target on WellCare (WCG) to $340 from $305, saying his bullish expectation for the stock is driven by the company's "strong core trends, high visibility, and superb win rate". The analyst also cites the pending WellCare acquisition by Centene (CNC) yielding a "meaningful combined pharmacy opportunity and increased diversification" from an expanded "Medicaid footprint".
04/05/19
COWN
04/05/19
NO CHANGE
COWN
Centene, Molina could be 'compelling' targets for Humana, says Cowen
Cowen analyst Charles Rhyee said he believes Centene's (CNC) planned takeover of WellCare (WCG) could potentially accelerate Humana's (HUM) timeline to acquire a scaled Medicaid asset, noting that it currently has the second smallest Medicaid book among managed care organizations. His analysis suggests Centene and Molina Healthcare (MOH) could both be "compelling acquisition targets" for Humana and believes the company has the financial capacity to make a bid for either, though Rhyee added that he does not believe Humana needs to rush a decision. Rhyee sees about a one year window in which Humana "can dictate the Medicaid M&A market" before Cigna (CI) and/or CVS Health (CVS) can get involved, he tells investors. While the analyst believes Centene makes the most sense as a potential target for Humana if the latter does not win the Texas STAR+PLUS contract, he suspects Centene is not willing to sell and believes Humana would have to offer a significant premium. If Humana does win the Texas STAR+PLUS contract it does not need to pursue large scale M&A, but a deal could be attractive anyway, Rhyee said.
03/29/19
03/29/19
DOWNGRADE

WellCare downgraded to Hold at Argus on Centene merger
Argus analyst David Toung downgraded WellCare (WCG) to Hold after it agreed to be acquired by Centene (CNC) in a $17.3B deal or at $305.39 per share. The analyst notes that because the deal would yield an entity that is smaller than the insurance industry giants, it may receive a more favorable treatment from the regulators than the failed Aetna (AET) -Humana (HUM) and Anthem (ANTM)-Cigna (CI) deals, but warns that some antitrust scrutiny is still possible due to overlaps between the companies in a few states. Toung adds that the new company would have "strengths in Medicare Advantage and Medicaid, both of which are growing markets."
03/28/19
GSCO
03/28/19
NO CHANGE
GSCO
Federal judge blocking Medicaid work rule positive for MCOs, says Goldman Sachs
Goldman Sachs analyst Stephen Tanal noted that Politico reported that a federal judge ruled for the second time to block new work requirements as a condition for Medicaid eligibility in Kentucky and Arkansas, calling the ruling an incremental positive for Managed Care and Provider companies. MCOs whose primary business is Medicaid managed care are most exposed to this theme, said Tanal, who lists Molina (MOH), WellCare (WCG) and Centene (CNC) as three with a higher percentage of MMC lives in states that have submitted waivers requesting approval to impose work requirements. However, the analyst also noted that Kentucky's Governor has already issued an executive order indicating the state would appeal any decision by a court against work requirements and, if unsuccessful, would reverse its Medicaid Expansion program. WellCare, CVS' (CVS) Aetan, Humana (HUM) and Anthem (ANTM) all operate in Kentucky's Medicaid managed care program, the analyst noted.
XLNX Xilinx
$131.56

2.7 (2.10%)

04/02/19
KEYB
04/02/19
NO CHANGE
Target $145
KEYB
Overweight
Xilinx price target raised to $145 from $140 at KeyBanc
KeyBanc analyst Weston Twigg raised his price target for Xilinx to $145 from $140 given positive supply chain feedback related to increasing demand associated with strengthening communications infrastructure deployments not only for 5G, but also in 4G. While the analyst believes 5G expectations are well understood and appreciated in terms of expectations for Xilinx, he thinks the China Capex intensity related to band re-farming and 4G capex intensity excluding China is "underappreciated." Twigg reiterates an Overweight rating on the shares.
04/02/19
NOMU
04/02/19
INITIATION
Target $115
NOMU
Neutral
Xilinx initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst David Wong started Xilinx with a Neutral rating and $115 price target.
04/03/19
NOMU
04/03/19
INITIATION
NOMU
Nomura cautious on Semiconductors near term, calls AMD 'stand out'
Nomura Instinet analyst David Wong rolled out coverage on four names in the U.S. Semiconductors. The analyst has a positive view on long-term semiconductor growth, but cyclical concerns make him cautious in the near term. He models long-term semiconductor annual sales growth of 7%-9% from 2020 to 2025, driven by new technologies, including artificial intelligence, autonomous driving, 5G communications, Internet of Things, and the continued buildout of global datacenter infrastructure. However, the cyclical downturn, which began in the second half of 2018, could "present headwinds" for chip companies through 2019 and possibly in 2020, Wong tells investors in a research note. He foresees continuing year-over-year declines for the chip industry through 2019, with 2019 down about 10%. Nonetheless, the analyst initiated coverage of AMD (AMD) and Intel (INTC) with Buy ratings and price targets of $33 and $65, respectively. AMD's "solid positions" in both the x86 microprocessor and standalone graphics processor markets "make it stand out," says Wong. He believes the company has an opportunity to gain share with the launch of its new microprocessor and GPU families, driving sales growth through 2019, 2020, and beyond. Further, Wong thinks Intel's "dominance" in microprocessors, and in particular its leadership in artificial intelligence and autonomous driving, will drive above-average long-term growth for the company. The analyst also initiated Nvidia (NVDA) and Xilinx (XLNX) with Neutral ratings. He thinks both stocks' valuations already reflect the companies' positives.
04/03/19
04/03/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. GrubHub (GRUB) initiated with a Buy at BTIG. 2. AMD (AMD) and Intel (INTC) initiated with a Buy at Nomura Instinet, while Nvidia (NVDA) and Xilinx (XLNX) were initiated with a Neutral. 3. Futu (FHL) initiated with a Neutral at Goldman Sachs. 4. Square (SQ) initiated with a Market Perform at Bernstein. 5. DowDuPont (DWDP) and Dow Inc. (DOW) initiated with a Buy at UBS. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
MPC Marathon Petroleum
$63.60

1.43 (2.30%)

02/05/19
MACQ
02/05/19
INITIATION
MACQ
Outperform
Marathon Petroleum initiated with an Outperform at Macquarie
02/06/19
02/06/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Nasdaq (NDAQ) initiated with a Buy at Argus. 2. Marinus Pharmaceuticals (MRNS) initiated with an Outperform at Leerink. 3. PolyOne (POL) initiated with a Buy at Buckingham. 4. Marathon Petroleum (MPC) initiated with an Outperform at Macquarie. 5. CymaBay (CBAY) initiated with a Neutral at B. Riley FBR.This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
03/05/19
MSCO
03/05/19
NO CHANGE
MSCO
Morgan Stanley downgrades Energy sector to Equal Weight from Overweight
Morgan Stanley equity strategist Michael Wilson said the firm's strategy team expects further declines in earnings forecasts for the Energy sector and are moving to Equal Weight from Overweight on the sector while they remain overweight Utilities. The firm's Energy and Utilities analysts highlight Baker Hughes (BHGE), Bloom Energy (BE), BP (BP), ConocoPhillips (COP), FirstEnergy (FE), Marathon Petroleum (MPC), Suncor (SU), TechnipFMC (FTI) and Tenaris (TS) as their top picks.
01/10/19
PIPR
01/10/19
INITIATION
Target $72
PIPR
Overweight
Marathon Petroleum assumed with an Overweight at Piper Jaffray
Piper Jaffray analyst Blake Fernandez assumed coverage of Marathon Petroleum with an Overweight rating and $72 price target.
CVE Cenovus Energy
$10.04

0.47 (4.91%)

01/28/19
FBCO
01/28/19
INITIATION
Target $48
FBCO
Neutral
Suncor initiated with a Neutral at Credit Suisse
Credit Suisse analyst Manav Gupta started coverage of Suncor (SU) with a Neutral rating and $48 price target. Given the quality of assets and the management team, the analyst believes the 2.0 times valuation premium is justified, but thinks there will be a crude beta rebound in which peers Cenovus Energy (CVE) and Canadian Natural (CNQ) would outperform the more diversified and stable Suncor.
01/28/19
FBCO
01/28/19
INITIATION
Target $15
FBCO
Outperform
Cenovus Energy initiated with an Outperform at Credit Suisse
Credit Suisse analyst Manav Gupta started coverage of Cenovus Energy with an Outperform rating and a $15 target price. The analyst believes Cenovus Energy offers one of the best-levered plays to a crude price rebound, with oil making up 85% of the total volumes, and thinks the Alberta production cuts together with the OPEC production cuts will drive tighter crude fundamentals in 1H19. Crude beta rebound companies with higher leverage tend to outperform names with better balance sheets, which makes Cenovus Energy even more attractive.
01/31/19
CIBC
01/31/19
DOWNGRADE
CIBC
Neutral
Cenovus Energy downgraded to Neutral from Outperformer at CIBC
CIBC analyst Jon Morrison downgraded Cenovus Energy to Neutral from Outperformer.
01/31/19
01/31/19
NO CHANGE

CIBC shakes up energy ratings ahead of earnings, upgrades Encana, cuts Cenovus
As previously reported, CIBC analyst Jon Morrison downgraded Cenovus Energy (CVE) to Neutral from Outperformer and upgraded Encana (ECA) to Neutral from Underperformer ahead of the energy reporting season, citing the adjustments of his estimates to reflect various third-party production data and his updates to mark-to-market realized commodity prices across benchmarks.
HUYA Huya
$23.20

-1.135 (-4.67%)

12/06/18
GSCO
12/06/18
UPGRADE
GSCO
Buy
Goldman upgrades Huya and YY to Buy on attractive risk/rewards
YY (YY) and its games live streaming subsidiary Huya (HUYA) reported higher than expected revenues for Q3 despite macro headwinds in China, Goldman Sachs analyst Piyush Mubayi tells investors in a research note. The analyst upgrades both stocks to Buy from Neutral. He sees an attractive risk/reward for Huya, with his new price target of $28, down from $34, implying 77% upside from current levels. Mubayi also sees an attractive risk/reward for YY, which his new price target of $108, down from $117, implying 64% upside from current levels. The analyst highlights the company's "robust" earnings following the Q3 reports.
01/14/19
DAIW
01/14/19
INITIATION
DAIW
Neutral
Huya initiated with a Neutral at Daiwa
Daiwa analyst Carlton Lai initiated Huya with a Neutral.
12/06/18
GSCO
12/06/18
UPGRADE
Target $28
GSCO
Buy
Huya upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Piyush Mubayi upgraded Huya to Buy while lowering his price target for the shares to $28 from $34. The analyst says the company is seeing "robust" earnings growth despite macro headwinds.
11/28/18
11/28/18
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. Arcimoto (FUV) initiated with a Buy at Chardan. 2. Solar Capital (SLRC) initiated with an Outperform at Oppenheimer. 3. American Airlines (AAL) and Delta Air Lines (DAL) were initiated with a Positive at Susquehanna. 4. Huya (HUYA) initiated with a Neutral at JPMorgan. 5. Chesapeake Utilities (CPK) 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.
JCP J.C. Penney
$1.26

-0.05 (-3.82%)

11/16/18
11/16/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Home Depot (HD) downgraded to Neutral from Buy at BofA/Merrill with analyst Elizabeth Suzuki saying peak growth has passed. 2. J.C. Penney (JCP) downgraded to Sell from Hold at Argus with analyst John Eade saying he anticipates continued losses for the stock for the next two years while also warning that at a current share price below $2, the company is operating with a more elevated risk. 3. Nvidia (NVDA) was downgraded to Neutral from Buy at B. Riley FBR and to Buy from Conviction Buy at Goldman Sachs. 4. Michael Kors (KORS) downgraded to Perform from Outperform at Oppenheimer with analyst Brian Nagel saying he is "concerned" that ongoing challenges with inventory management and replenishment at the company's namesake brand and softness within fashion watches will weigh on top-line trends and potentially margins, just as management begins the integration of Versace. 5. TSMC (TSM) was downgraded to Equal Weight from Overweight at Morgan Stanley while UMC (UMC) was downgraded to Underweight from Equal Weight. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/16/19
FBCO
01/16/19
NO CHANGE
Target $50
FBCO
Neutral
Nordstrom price target lowered to $50 from $55 at Credit Suisse
Credit Suisse analyst Michael Binetti lowered his price target for Nordstrom (JWN) to $50 from $55 on weak full-price holiday adding to already clearance filled January. With Nordstrom adding to industry markdown issues, the analyst sees negative reads for J.C. Penney (JCP), Kohl's (KSS), Gap (GPS), but positive for Burlington Stores (BURL), Ross Stores (ROST), and TJX (TJX). Binetti reiterates a Neutral rating on Nordstrom shares.
11/16/18
ARGS
11/16/18
DOWNGRADE
ARGS
Sell
J.C. Penney downgraded to Sell from Hold at Argus
Argus analyst John Eade downgraded J.C. Penney to Sell, anticipating continued losses for the stock for the next two years while also warning that at a current share price below $2, the company is operating with a more elevated risk. The analyst states that while J.C Penney has made efforts to "restructure its merchandise assortment, close underperforming stores, and bolster its Omnichannel business, its operating results continue to deteriorate." Eade cites the company's margin deterioration coming from store closings, poor inventory management, and "steep discounting" intended to clear excess inventory. The analyst also sees J.C. Penney operating against "intense" competition from a wide range of retailers and suffering from weak mall traffic, while also facing a very expensive "arms race" to improve e-commerce capabilities.
01/09/19
FBCO
01/09/19
NO CHANGE
FBCO
J.C. Penney looks best positioned to gain share from Sears, says Credit Suisse
Looking at potential near-term same-store sales lift Softlines Retail peers could see from share gains based on proximity to Sears (SHLD) stores amid a possible liquidation, Credit Suisse analyst Michael Binetti says J.C. Penney (JCP) and Burlington Stores (BURL) seem best positioned to gain share in 2019 due to close proximity. And while J.C. Penney looks best positioned to gain share from Sears, the analyst thinks the recent stock run-up is "a short-term bounce." Binetti does not see this as sustainable customer acquisition for J.C. Penney given the increased risk of closing destabilized malls, limited visibility to an improved merchandise strategy, and leverage constraints to growth investing. Overall, the analyst believes that while there may be some near-term share benefit, a Sears liquidation could be a bigger tipping point that will accelerate closures of already weakening U.S. C&D malls.
LEVI Levi Strauss
$22.74

0.87 (3.98%)

03/18/19
MKMP
03/18/19
NO CHANGE
MKMP
Levi Strauss targets seem conservative, says MKM Partners
MKM Partners analyst Roxanne Meyer says she is positive on Levi Strauss ahead of its IPO pricing towards the end of this week, even though the company is not "participating in the offering nor making a recommendation". The analyst is bullish on Levi Strauss growth opportunity however and believes its targets "feel conservative, with opportunities balanced across categories and geographies, and disproportionately in women's."
ESV Ensco Rowan
$3.99

-0.02 (-0.50%)

04/11/19
SBSH
04/11/19
INITIATION
Target $4.3
SBSH
Neutral
Ensco resumed with a Neutral at Citi
Citi analyst Scott Gruber resumed coverage of Ensco with a Neutral rating and $4.30 price target. The company is expected to swing to positive free cash flow by 2022, but still needs refinancings to avoid tapping its revolvers, Gruber tells investors in a research note.
03/08/19
HSBC
03/08/19
UPGRADE
HSBC
Buy
Ensco upgraded to Buy from Hold at HSBC
01/09/19
DNBM
01/09/19
UPGRADE
DNBM
Buy
Ensco upgraded to Buy from Hold at DNB Markets
12/28/18
WELS
12/28/18
NO CHANGE
WELS
Wells sees 'rocky times ahead' for Oil Services and Equipment market
Emerging data points suggest "rocky times ahead" for the North American Oil Services and Equipment market in early 2019, Wells Fargo analyst Judson Bailey tells investors in a research note. As oil prices and macro conditions have weakened to end 2018, a number of recent conversations suggest a "quickly deteriorating" outlook for exploration and production budgets, activity levels and pricing over the first few months of 2019, adds the analyst. He believes the case for "much needed consolidation" across the U.S. oilfield services landscape "has never been greater."

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$74.21

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17:43
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Illumina

$318.91

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Illumina raises FY19 adj. EPS view to $6.63-$6.73 from $6.50-$6.60 »

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Ford

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Ford backs long-term revenue growth target view exceeding global GDP »

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ILMN

Illumina

$318.91

4.47 (1.42%)

17:32
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Illumina reports Q1 adj. EPS $1.60, consensus $1.34 »

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GIB

CGI Group

$71.16

0.36 (0.51%)

17:30
04/25/19
04/25
17:30
04/25/19
17:30
Downgrade
CGI Group rating change  »

CGI Group downgraded to…

03/08/13
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  • 01

    May

ARGO

Argo Group

$74.21

-0.245 (-0.33%)

17:30
04/25/19
04/25
17:30
04/25/19
17:30
Upgrade
Argo Group rating change at William Blair »

Argo Group upgraded to…

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  • 29

    Apr

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    Jun

SBUX

Starbucks

$77.07

0.65 (0.85%)

, NSRGY

Nestle

$0.00

(0.00%)

17:30
04/25/19
04/25
17:30
04/25/19
17:30
Hot Stocks
Starbucks sees FY19 adjusted effective tax rate 19%-21% »

Says Nestle alliance…

SBUX

Starbucks

$77.07

0.65 (0.85%)

NSRGY

Nestle

$0.00

(0.00%)

03/08/13
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  • 25

    Apr

  • 07

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GCI

Gannett

$9.26

-0.11 (-1.17%)

17:29
04/25/19
04/25
17:29
04/25/19
17:29
Hot Stocks
Gannett still urges holders to vote 'FOR ALL' of its director nominees »

Gannett issued a…

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  • 01

    May

  • 16

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PRA

ProAssurance

$36.08

0.08 (0.22%)

17:28
04/25/19
04/25
17:28
04/25/19
17:28
Hot Stocks
ProAssurance concerned over loss trends in healthcare professional liability »

"Our concern about…

03/08/13
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  • 03

    May

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    May

NCR

NCR Corp.

$28.62

-0.755 (-2.57%)

17:27
04/25/19
04/25
17:27
04/25/19
17:27
Syndicate
NCR Corp. files to sell 20.39M shares of common stock »

Also files to sell up to…

03/08/13
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03/08/13
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  • 07

    May

PRA

ProAssurance

$36.08

0.08 (0.22%)

17:24
04/25/19
04/25
17:24
04/25/19
17:24
Earnings
ProAssurance reports Q1 EPS 8c, consensus 35c »

Reports Q1 revenue $269M,…

03/08/13
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MRK

Merck

$76.33

1.6 (2.14%)

17:22
04/25/19
04/25
17:22
04/25/19
17:22
Hot Stocks
Merck provides update on Phase 3 KEYNOTE-062 trial »

Merck announced topline…

03/08/13
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  • 30

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  • 20

    Sep

ACB

Aurora Cannabis

$9.07

-0.045 (-0.49%)

, CGC

Canopy Growth

$48.20

-0.13 (-0.27%)

17:22
04/25/19
04/25
17:22
04/25/19
17:22
Initiation
Aurora Cannabis, Canopy Growth, HEXO Corp, Constellation Brands, AB InBev, Altria Group, Walgreens Boots Alliance, CVS Health, Rite Aid initiated  »

Desjardins initiates HEXO…

ACB

Aurora Cannabis

$9.07

-0.045 (-0.49%)

CGC

Canopy Growth

$48.20

-0.13 (-0.27%)

HEXO

HEXO Corp

$7.14

0.01 (0.14%)

STZ

Constellation Brands

$212.19

2.12 (1.01%)

BUD

AB InBev

$86.63

-1.57 (-1.78%)

MO

Altria Group

$51.42

-3.28 (-6.00%)

WBA

Walgreens Boots Alliance

$52.67

-0.8 (-1.50%)

CVS

CVS Health

$53.24

0.31 (0.59%)

RAD

Rite Aid

$8.98

-0.64 (-6.65%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 25

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    Jun

DRQ

Dril-Quip

$43.59

-0.87 (-1.96%)

17:21
04/25/19
04/25
17:21
04/25/19
17:21
Earnings
Dril-Quip sees Q2 revenue at high end of $90M-$100M, consensus $95M »

Raises Q2 expectations…

03/08/13
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03/08/13
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  • 14

    May

SBUX

Starbucks

$77.07

0.65 (0.85%)

17:20
04/25/19
04/25
17:20
04/25/19
17:20
Hot Stocks
Starbucks says on track to deliver on capital return commitment »

Says on track to deliver…

03/08/13
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03/06/13
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  • 25

    Apr

DRQ

Dril-Quip

$43.59

-0.87 (-1.96%)

17:20
04/25/19
04/25
17:20
04/25/19
17:20
Earnings
Dril-Quip reports Q1 EPS (17c), consensus (6c) »

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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  • 14

    May

SBUX

Starbucks

$77.07

0.65 (0.85%)

17:17
04/25/19
04/25
17:17
04/25/19
17:17
Hot Stocks
Starbucks says 'well-positioned' for long-term growth in China »

Sees 6,000 China stores…

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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  • 25

    Apr

SBUX

Starbucks

$77.07

0.65 (0.85%)

17:13
04/25/19
04/25
17:13
04/25/19
17:13
Hot Stocks
Starbucks says will have Nitro Cold Brew in all U.S. stores by end of FY19 »

Says EMEA region nearly…

03/08/13
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03/08/13
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03/06/13
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  • 25

    Apr

LMT

Lockheed Martin

$328.97

-1.15 (-0.35%)

17:13
04/25/19
04/25
17:13
04/25/19
17:13
Hot Stocks
Lockheed Martin awarded $723.55M Army contract modification »

Lockheed Martinhas been…

03/08/13
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03/08/13
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03/06/13
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MET

MetLife

$44.69

-0.22 (-0.49%)

, BLK

BlackRock

$474.56

-5.61 (-1.17%)

17:12
04/25/19
04/25
17:12
04/25/19
17:12
Hot Stocks
MetLife appoints Matthew Mosca as Global Head of Institutional Client Group »

MetLife Investment…

MET

MetLife

$44.69

-0.22 (-0.49%)

BLK

BlackRock

$474.56

-5.61 (-1.17%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 28

    Apr

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    Oct

HEXO

HEXO Corp

$7.14

0.01 (0.14%)

17:10
04/25/19
04/25
17:10
04/25/19
17:10
Initiation
HEXO Corp initiated  »

HEXO Corp initiated with…

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

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AEM

Agnico Eagle

$40.67

0.09 (0.22%)

17:10
04/25/19
04/25
17:10
04/25/19
17:10
Hot Stocks
Agnico Eagle Q1 payable gold production of 398,217 oz versus 389,278 oz in 1Q18 »

In the first quarter of…

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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  • 26

    Apr

CGC

Canopy Growth

$48.20

-0.13 (-0.27%)

17:10
04/25/19
04/25
17:10
04/25/19
17:10
Initiation
Canopy Growth initiated  »

Canopy Growth initiated…

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

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ACB

Aurora Cannabis

$9.07

-0.045 (-0.49%)

17:09
04/25/19
04/25
17:09
04/25/19
17:09
Initiation
Aurora Cannabis initiated  »

Aurora Cannabis initiated…

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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