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HUM

Humana

$242.63

1.98 (0.82%)

05:33
04/23/19
04/23
05:33
04/23/19
05:33

Humana initiated with a Neutral at UBS

UBS analyst Whit Mayo started Humana with a Neutral rating and $266 price target. Consensus estimates for 2020 seem too high, Mayo tells investors in a research note. The analyst believes multiple expansion for Humana will be "more challenging," leaving the risk/reward at current levels "less compelling." The positive Medicare Advantage environment is largely priced into the shares, says Mayo.

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HUM Humana
$242.63

1.98 (0.82%)

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.
04/10/19
CANT
04/10/19
NO CHANGE
CANT
Senate hearing a net positive for PBMs, says Cantor Fitzgerald
Cantor Fitzgerald analyst Steven Halper views yesterday's Senate hearing as a net positive for the pharmacy benefit managers. The PBMs represented were Cigna (CI), CVS Health (CVS), UnitedHealth (UNH), Humana (HUM) and Prime Therapeutics. Although the Senators were not supportive of the PBMs, the executives responded well to questions and put forth a solid effort to address concerns regarding their business model and incentives, Halper tells investors in a research note. Overall, he views the hearing as a net positive for PBMs "as the group was able to counter the negative sentiment with constructive responses, recognizing this story is far from over."
04/17/19
SPHN
04/17/19
NO CHANGE
SPHN
Issues facing healthcare sector now 'modest' compared to 2008-10, says Stephens
Stephens analyst Scott Fidel noted that the managed care group has sharply underperformed the S&P 500 over the last month amid "political rhetoric" around point-of-sale drug rebates and Medicare for all policy proposals, though he believes the issues facing the sector right now "seem modest in comparison" to the "dark days of 2008-2010." While recent Medicare for all proposals have rattled investors, "they will face enormous uphill battles," Fidel tells investors. Hospital stocks have outperformed MCOs year-to-date, but the group declined about 9% yesterday and underperformed the MCO group, which Fidel attributes to acknowledgement by industry bellwether UnitedHealth (UNH) of the significant disruptive nature of Medicare for all, which may have sparked additional fears, as well as one less calendar day being called out by UnitedHealth as benefiting Q1 MLRs and Johnson & Johnson's (JNJ) earnings call commentary on declining sequential hospital admissions from Q4. Publicly traded companies in the hospital space include Community Health (CYH), HCA Healthcare (HCA), LifePoint (LPNT), Tenet (THC) and Universal Health (UHS). Publicly traded companies in the managed care space include Anthem (ANTM), CVS Health (CVS), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
04/18/19
LEER
04/18/19
NO CHANGE
LEER
Medicare-For-All risk overblown, investors should buy MCOs, says SVB Leerink
SVB Leerink analyst Ana Gupte believes Medicare-For-All risk is overblown, not the same as 2008/09, and recommends investors step in now to buy MCOs. The analyst believes it is a "once in a decade opportunity" to get high quality names at these depressed multiples, with UnitedHealth (UNH), Anthem (ANTM), and Humana (HUM) being her favorites.

TODAY'S FREE FLY STORIES

FLR

Fluor

$17.35

0.3 (1.76%)

07:41
08/22/19
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07:41
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DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:40
08/22/19
08/22
07:40
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07:40
Hot Stocks
Dick's Sporting up 10% after Q2 results beat estimates, FY19 profit view raised »

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PDD

Pinduoduo

$30.14

4.165 (16.04%)

07:39
08/22/19
08/22
07:39
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07:39
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Pinduoduo analyst commentary  »

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DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:38
08/22/19
08/22
07:38
08/22/19
07:38
Earnings
Dick's Sporting says FY19 EPS guidance includes expected tariff impacts »

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TGT

Target

$103.11

17.54 (20.50%)

07:36
08/22/19
08/22
07:36
08/22/19
07:36
Recommendations
Target analyst commentary  »

Target valuation remains…

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DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:36
08/22/19
08/22
07:36
08/22/19
07:36
Hot Stocks
Dick's Sporting CEO says 'we are very pleased with our second quarter results' »

"We are very pleased…

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  • 22

    Aug

HMSY

HMS Holdings

$38.69

-0.19 (-0.49%)

07:36
08/22/19
08/22
07:36
08/22/19
07:36
Downgrade
HMS Holdings rating change  »

HMS Holdings downgraded…

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  • 04

    Sep

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:35
08/22/19
08/22
07:35
08/22/19
07:35
Hot Stocks
Dick's Sporting sees FY19 CapEx approximately $230M on gross basis »

In 2019, the company…

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  • 22

    Aug

CLSD

Clearside Biomedical

$1.27

0.09 (7.66%)

07:35
08/22/19
08/22
07:35
08/22/19
07:35
Hot Stocks
Breaking Hot Stocks news story on Clearside Biomedical »

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  • 19

    Oct

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:34
08/22/19
08/22
07:34
08/22/19
07:34
Hot Stocks
Dick's Sporting says continuing strategic review of hunt business »

The company is continuing…

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  • 22

    Aug

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:33
08/22/19
08/22
07:33
08/22/19
07:33
Hot Stocks
Dick's Sporting sees FY19 SSS growth in 'low single-digits' »

Consolidated same store…

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  • 22

    Aug

DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:31
08/22/19
08/22
07:31
08/22/19
07:31
Earnings
Dick's Sporting raises FY19 EPS view to $3.30-$3.45 from $3.20-$3.40 

FY19 consensus $3.31.

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  • 22

    Aug

PSTG

Pure Storage

$13.87

0.2 (1.46%)

07:30
08/22/19
08/22
07:30
08/22/19
07:30
Recommendations
Pure Storage analyst commentary  »

Pure Storage price target…

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  • 28

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DKS

Dick's Sporting

$32.97

0.62 (1.92%)

07:30
08/22/19
08/22
07:30
08/22/19
07:30
Earnings
Dick's Sporting reports Q2 EPS $1.26, consensus $1.21 »

Reports Q2 revenue…

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  • 22

    Aug

NBL

Noble Energy

$22.22

-0.02 (-0.09%)

07:30
08/22/19
08/22
07:30
08/22/19
07:30
Upgrade
Noble Energy rating change  »

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  • 02

    Oct

TSLA

Tesla

$220.89

-4.81 (-2.13%)

, TGT

Target

$103.11

17.54 (20.50%)

07:30
08/22/19
08/22
07:30
08/22/19
07:30
Options
Unusual put flow in option market yesterday »

Notable put activity was…

TSLA

Tesla

$220.89

-4.81 (-2.13%)

TGT

Target

$103.11

17.54 (20.50%)

BCS

Barclays

$6.71

0.025 (0.37%)

03/08/13
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FUN

Cedar Fair

$55.07

0.88 (1.62%)

07:28
08/22/19
08/22
07:28
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07:28
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Cedar Fair rating change  »

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  • 23

    Sep

TIF

Tiffany

$84.51

2.27 (2.76%)

07:26
08/22/19
08/22
07:26
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07:26
Recommendations
Tiffany analyst commentary  »

Tiffany price target…

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  • 28

    Aug

NVO

Novo Nordisk

$51.82

0.54 (1.05%)

07:26
08/22/19
08/22
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07:26
Hot Stocks
Novo Nordisk says EC grants extension of indication for Fiasp »

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AZN

AstraZeneca

$45.42

0.8 (1.79%)

07:24
08/22/19
08/22
07:24
08/22/19
07:24
Hot Stocks
AstraZeneca agrees to buy FDA Priority Review Voucher from Sobi for $95M »

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AAPL

Apple

$212.69

2.34 (1.11%)

07:23
08/22/19
08/22
07:23
08/22/19
07:23
Periodicals
Apple plans to launch Pro iPhones with 3-sensor camera systems, Bloomberg says »

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AZN

AstraZeneca

$45.42

0.8 (1.79%)

, FGEN

FibroGen

$44.90

0.36 (0.81%)

07:23
08/22/19
08/22
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08/22/19
07:23
Hot Stocks
AstraZeneca says Roxadustat approved in China for new anemia indication »

AstraZeneca (AZN)…

AZN

AstraZeneca

$45.42

0.8 (1.79%)

FGEN

FibroGen

$44.90

0.36 (0.81%)

03/08/13
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  • 06

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  • 02

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DK

Delek US

$33.35

0.555 (1.69%)

07:22
08/22/19
08/22
07:22
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07:22
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Delek US rating change  »

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PDD

Pinduoduo

$30.14

4.165 (16.04%)

07:22
08/22/19
08/22
07:22
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07:22
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Pinduoduo analyst commentary  »

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WORK

Slack Technologies

$30.81

0.315 (1.03%)

, MSFT

Microsoft

$138.77

1.52 (1.11%)

07:22
08/22/19
08/22
07:22
08/22/19
07:22
Initiation
Slack Technologies, Microsoft initiated  »

Slack Technologies…

WORK

Slack Technologies

$30.81

0.315 (1.03%)

MSFT

Microsoft

$138.77

1.52 (1.11%)

03/08/13
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