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GRUB

GrubHub

$70.14

0.84 (1.21%)

14:49
04/25/19
04/25
14:49
04/25/19
14:49

GrubHub options imply 18.5% move in share price post-earnings, above median historical move

Pre-earnings options volume in GrubHub is 2.8x normal with calls leading puts 9:4. Implied volatility suggests the market is anticipating a move near 18.5%, or $13.03, after results are released. Median move over the past eight quarters is 11.6%.

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    Apr

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    Jun

GRUB GrubHub
$70.14

0.84 (1.21%)

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.
04/12/19
WEDB
04/12/19
NO CHANGE
Target $100
WEDB
Outperform
GrubHub price target lowered to $100 from $130 at Wedbush
Wedbush analyst Ygal Arounian lowered his price target for GrubHub (GRUB) to $100 from $130 but maintained an Outperform rating after Uber (UBER) released its S-1, which included data on its Uber Eats division, to better reflect the continued changes in competitive dynamics. In a research note to investors, Arounian says GrubHub investors were likely hoping for more clarity on Uber Eats' U.S. diners and gross food sales, but says take rates are "comparable but headed in different directions," with GrubHub's take rate on the rise and Uber Eats' take rate declining. He estimates Uber Eats' U.S. scale is where he previously expected and trails GrubHub.
04/12/19
JEFF
04/12/19
NO CHANGE
Target $80
JEFF
Hold
Food delivery is not winner-take-all industry, says Jefferies
Jefferies analyst Brent Thill believes much of this information disclosed last night by Uber (UBER) regarding Uber Eats was already well understood by investors. Uber has been more transparent about the Eats business the last couple quarters, Thill tells investors in a research note. He points out that GrubHub (GRUB) shares are down 54% from their highs, which he believes is due to increased competition and disclosures from Uber and other larger players. Uber Eats is likely losing money while GrubHub has been profitable since its initial public offering, says Thill. Further, he believes that while the "rapid growth" of Eats creates a challenging competitive environment, third party food delivery is not a winner-take-all industry. The analyst, while acknowledging GrubHub's risk/reward is getting more attractive, keeps a Hold rating on the stock with an $80 price target. Thill continues to like Waitr Holdings (WTRH) and would be a buyer of the stock on the recent pullback.
04/17/19
CHLM
04/17/19
NO CHANGE
Target $100
CHLM
Buy
GrubHub price target lowered to $100 from $120 at Craig-Hallum
Craig-Hallum analyst Alex Fuhrman lowered his price target for GrubHub to $100 from $120 as he believes growth in its restaurant network is beginning to slow. Nonetheless, Q1 results should be strong. He reiterates a Buy rating on the shares.

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