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ADS

Alliance Data

$180.89

5.04 (2.87%)

, PUBGY

Publicis

$0.00

(0.00%)

07:23
04/15/19
04/15
07:23
04/15/19
07:23

Wells Fargo views Alliance Data sale of Epsilon to Publicis as positive

Wells Fargo analyst Timothy Willi notes that Alliance Data (ADS) announced an agreement to sell Epsilon to Publicis (PUBGY) for $4.4B in cash, in a deal that is expected to close in early Q3. The analyst ultimately views this development as a positive, given the accretive nature of the transaction and the stream-lining of Alliance Data's business, which will be better-received by investors. Willi expects further detail on the company's Q1 earnings call, and believes management may look to further refine the business through a sale of LoyaltyOne following the Epsilon sale. The analyst reiterates an Outperform rating and $200 price target on Alliance Data's shares.

ADS

Alliance Data

$180.89

5.04 (2.87%)

PUBGY

Publicis

$0.00

(0.00%)

  • 25

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    Nov

ADS Alliance Data
$180.89

5.04 (2.87%)

04/15/19
BMOC
04/15/19
DOWNGRADE
Target $183
BMOC
Market Perform
Alliance Data downgraded to Market Perform from Outperform at BMO Capital
BMO Capital analyst Daniel Salmon downgraded Alliance Data Systems (ADS) to Market Perform from Outperform and lowered his price target for the shares to $183 from $205. The sale of Epsilon to Publicis (PUBY) for $4.4B was below the analyst's valuation of $5.4B for the business. Salmon's downgrade reflects lower valuations of Alliance Data's Epsilon and Cards Services units in his sum-of-the-parts model.
04/15/19
SPHN
04/15/19
DOWNGRADE
SPHN
Underweight
Alliance Data downgraded to Underweight from Equal Weight at Stephens
04/15/19
SPHN
04/15/19
DOWNGRADE
Target $165
SPHN
Underweight
Alliance Data downgraded to Underweight from Equal Weight at Stephens
Stephens analyst Vincent Caintic downgraded Alliance Data to Underweight and lowered his price target to $165 from $188. The analyst believes that the $4.4B sale price for Epsilon and the $3.5B net proceeds to the company was "lower than market expectations". Caintic adds that even though it is "tough to be negative" on Alliance Data ahead of his anticipated big buyback, he sees no positive catalysts for the stock in 2019 at this time.
04/15/19
WEDB
04/15/19
NO CHANGE
Target $180
WEDB
Neutral
Alliance Data structural challenges remain despite Epsilon sale, says Wedbush
Wedbush analyst Moshe Katri reiterates a Neutral rating and a $180 price target for Alliance Data (ADS) despite reported Epsilon's sale to Publicis (PUBGY) for $4.4B in cash. On one hand, his estimated Alliance Data stand-alone pro forma model suggests such a transaction could be highly accretive for its CEPS given Epsilon's lackluster growth rates combined with an inflated cost structure. On the other hand, the analyst notes that results from Alliance Data's 100-plus retailers will likely continue to be cannibalized by the "Amazon" (AMZN) effect, capping transaction volume growth and impacting results of the company's largest segment. Furthermore, the company will be selling its "big data"/analytics business, which in the past, has been viewed as a significant competitive differentiator, he adds.
PUBGY Publicis
$0.00

(0.00%)

02/07/19
JPMS
02/07/19
DOWNGRADE
JPMS
Neutral
Publicis downgraded to Neutral from Overweight at JPMorgan
JPMorgan analyst Marcus Diebel downgraded Publicis to Neutral and lowered his price target for the shares to EUR 56 from EUR 64. The analyst says the company's "weak" Q4 results has reset expectations.
02/07/19
DBAB
02/07/19
DOWNGRADE
DBAB
Hold
Publicis downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Chris Collett downgraded Publicis to Hold following the company's Q4 results.

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