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COF

Capital One

$88.22

0.43 (0.49%)

16:06
04/25/19
04/25
16:06
04/25/19
16:06

Capital One reports Q1 adjusted EPS $2.90, consensus $2.70

Reports Q1 revenue $7.1B, consensus $7.03B.

  • 25

    Apr

  • 02

    May

  • 11

    Jun

COF Capital One
$88.22

0.43 (0.49%)

02/05/19
NOMU
02/05/19
NO CHANGE
Target $35
NOMU
Buy
Nomura tells investors to 'rethink their cautiousness' on Synchrony
Nomura Instinet analyst Bill Carcache raised his price target for Synchrony Financial (SYF) to $35 from $33 and reiterates a Buy rating on the shares. Although the short case on Synchrony "died last quarter" as renewals quelled fears around additional partnership losses and the announced sale of the Walmart (WMT) portfolio eradicated skepticism over whether Capital One (COF) would be a buyer, many investors are reluctant to get more bullish amid a perceived lack of incremental demand for Synchrony late cycle, Carcache tells investors in a research note titled ""Time to Get in Front of SYF as It Prepares to Take Down ~20% of Its Float; Raising TP to $35." While understanding the concerns, the analyst says it is "time for those on the sidelines to rethink their cautiousness." With over $4B to spend and a "laser focus" on mitigating the loss of Walmart, the analyst views Synchrony as a "deep pocketed incremental buyer that intends to reduce its float by ~20%."
02/11/19
KEYB
02/11/19
NO CHANGE
Target $216
KEYB
Overweight
Workday price target raised to $216 from $179 at KeyBanc
KeyBanc analyst Brent Bracelin raised his price target for Workday (WDAY) to $216 from $179 on improving cloud growth prospects. The analyst notes that analysis of Key First Look Data: Jobs has exposed an unannounced F50 HCM win at UPS (UPS) that began hiring for the global HR transformation team in January. The data also exposed unannounced F100 HCM wins at Comcast (CMCSA; CMCSK), CapitalOne (COF), and Centene (CNC), although job dates suggest these deals may have closed in the October quarter. The January data also exposed a new cloud financials win at Adecco (AHEXY), Bracelin adds. The analyst reiterates an Overweight rating on Workday's shares.
02/26/19
SDLR
02/26/19
UPGRADE
Target $33
SDLR
Buy
Sandler O'Neill upgrades Ally Financial to Buy, says valuation premium warranted
As previously reported, Sandler O'Neill analyst Christopher Donat upgraded Ally Financial (ALLY) to Buy from Hold, stating that he believe Ally's (ALLY) near-prime auto finance book is "meaningfully less risky" than Santander Consumer's (SC) book or the unsecured credit cards of Discover (DFS) and Capital One (COF), yet all four stocks trade at similar multiples. He thinks Ally deserves a slight premium to these specialty finance peers and raised his price target on Ally shares to $33 from $29 while maintaining his 2019 and 2020 EPS estimates.
02/26/19
02/26/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Exact Sciences (EXAS) upgraded to Buy from Neutral at Goldman Sachs by analyst Patrick Donnelly, who said the current momentum of the Cologuard commercial ramp provides "strong basis" for the company's premium valuation while the combination of positive Cologuard catalysts and new product roll-outs provide upside to current levels, even after the stock's 75% rally since the beginning of 2018. Exact Sciences is a "must-own growth stock" given the "clean runway forward that is largely in its control with potential for discovery value in the pipeline outside of Cologuard," the analyst said. 2. Siemens (SIEGY) upgraded to Overweight from Neutral at JPMorgan by analyst Andreas Willi, who sees a relative valuation opportunity after the stock's 27% underperformance over the past two years. He believes investor sentiment can improve "after a period where the story has drifted." 3. Kadmon (KDMN) upgraded to Buy from Neutral at Citi by analyst Robyn Karnauskas, who assigned a 50% probability to KD-025 in chronic graft versus host disease with an unadjusted ~$900M market opportunity. However, upside to the stock will depend on quality of the data likely, Karnauskas said. 4. EverQuote (EVER) upgraded to Buy following Q4 beat at BofA/Merrill by analyst Mat Schindler, who said user growth has re-accelerated, supporting evidence of a turnaround, and thinks estimates are conservative and views the risk/reward as attractive. 5. Ally Financial (ALLY) upgraded to Buy from Hold at Sandler O'Neill by analyst Christopher Donat, who said he believes Ally's near-prime auto finance book is "meaningfully less risky" than Santander Consumer's (SC) book or the unsecured credit cards of Discover (DFS) and Capital One (COF), yet all four stocks trade at similar multiples. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

KO

Coca-Cola

$51.97

0.045 (0.09%)

12:30
06/25/19
06/25
12:30
06/25/19
12:30
Hot Stocks
American Dream announces 10-year partnership with Coca-Cola »

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  • 23

    Jul

MOS

Mosaic

$24.23

0.8 (3.41%)

12:25
06/25/19
06/25
12:25
06/25/19
12:25
Options
Mosaic call volume above normal and directionally bullish »

Bullish option flow…

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  • 13

    Nov

12:25
06/25/19
06/25
12:25
06/25/19
12:25
Conference/Events
William Blair financial services/insurance analyst to hold a luncheon »

Financial…

CLXT

Calyxt

$12.42

-0.13 (-1.04%)

12:25
06/25/19
06/25
12:25
06/25/19
12:25
Conference/Events
Calyxt to host investor & analyst day »

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03/08/13
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  • 25

    Jun

12:19
06/25/19
06/25
12:19
06/25/19
12:19
Conference/Events
Morgan Stanley energy analysts to hold an analyst/industry conference call »

Analysts discuss PJM…

JPM

JPMorgan

$108.71

0.05 (0.05%)

, BAC

Bank of America

$27.67

-0.31 (-1.11%)

12:19
06/25/19
06/25
12:19
06/25/19
12:19
Periodicals
JPMorgan CEO says 'going right at' BofA in branch expansion, Bloomberg says »

JPMorgan (JPM) CEO Jamie…

JPM

JPMorgan

$108.71

0.05 (0.05%)

BAC

Bank of America

$27.67

-0.31 (-1.11%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 16

    Jul

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  • 06

    Aug

MMTOF

Mitsubishi Motors

$0.00

(0.00%)

12:19
06/25/19
06/25
12:19
06/25/19
12:19
Hot Stocks
Mitsubishi Motors North America relocating U.S. headquarters to Tennessee »

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03/08/13
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03/06/13
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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
06/25/19
06/25
12:17
06/25/19
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
06/25/19
06/25
12:16
06/25/19
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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

STMicroelectronics

$16.87

-0.155 (-0.91%)

12:15
06/25/19
06/25
12:15
06/25/19
12:15
Options
STMicroelectronics put volume heavy and directionally bearish »

Bearish flow noted in…

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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UMC

UMC

$2.18

0.03 (1.40%)

12:14
06/25/19
06/25
12:14
06/25/19
12:14
Upgrade
UMC rating change  »

UMC upgraded two notches…

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

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  • 24

    Jul

12:10
06/25/19
06/25
12:10
06/25/19
12:10
General news
FX Action: USD-JPY »

FX Action: USD-JPY fell…

AGN

Allergan

$164.20

34.55 (26.65%)

, ABBV

AbbVie

$66.78

-11.63 (-14.83%)

12:08
06/25/19
06/25
12:08
06/25/19
12:08
On The Fly
Fly Intel: Wall Street's top stories at midday »

Stocks have slid in…

AGN

Allergan

$164.20

34.55 (26.65%)

ABBV

AbbVie

$66.78

-11.63 (-14.83%)

TMUS

T-Mobile

$74.93

-0.61 (-0.81%)

S

Sprint

$6.86

(0.00%)

DISH

Dish

$37.93

-0.66 (-1.71%)

LEN

Lennar

$48.75

-2.66 (-5.17%)

PYX

Pyxus

$16.70

3.28 (24.44%)

GRUB

GrubHub

$75.31

3.26 (4.52%)

ALDX

Aldeyra

$5.85

-1.23 (-17.37%)

BHF

Brighthouse Financial

$32.74

-5.36 (-14.07%)

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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  • 25

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  • 09

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  • 16

    Sep

DLTR

Dollar Tree

$109.86

-2.86 (-2.54%)

12:08
06/25/19
06/25
12:08
06/25/19
12:08
Hot Stocks
Dollar Tree director Thomas Saunders sells over $1.6M in company shares »

Dollar Tree director…

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SSRM

SSR Mining

$13.72

-0.2 (-1.44%)

12:05
06/25/19
06/25
12:05
06/25/19
12:05
Options
SSR Mining call volume above normal and directionally bullish »

Bullish option flow…

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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ALDX

Aldeyra

$5.85

-1.23 (-17.37%)

12:02
06/25/19
06/25
12:02
06/25/19
12:02
Recommendations
Aldeyra analyst commentary at Stifel »

Stifel says…

03/08/13
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03/08/13
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03/06/13
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  • 25

    Jun

UNH

UnitedHealth

$249.06

-0.59 (-0.24%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Periodicals
UnitedHealth buys PatientsLikeMe after scrutiny over Chinese investor, CNBC says »

According to a story out…

03/08/13
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  • 18

    Jul

RGS

Regis

$16.62

-1.15 (-6.47%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
Regis falls -6.4% »

Regis is down -6.4%, or…

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03/06/13
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03/06/13
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EQT

EQT Corporation

$14.36

-1.02 (-6.63%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
EQT Corporation falls -6.6% »

EQT Corporation is down…

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  • 10

    Jul

ABBV

AbbVie

$66.64

-11.77 (-15.01%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
AbbVie falls -15.1% »

AbbVie is down -15.1%, or…

03/08/13
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03/06/13
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03/06/13
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  • 25

    Jun

  • 16

    Sep

USNA

Usana

$78.92

6.515 (9.00%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
Usana rises 8.6% »

Usana is up 8.6%, or…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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PYX

Pyxus

$16.40

2.98 (22.21%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
Pyxus rises 23.0% »

Pyxus is up 23.0%, or…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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AGN

Allergan

$163.99

34.34 (26.49%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
Allergan rises 26.6% »

Allergan is up 26.6%, or…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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ACST

Acasti Pharma

$1.03

0.02 (1.98%)

, AMRN

Amarin

$18.55

0.12 (0.65%)

11:59
06/25/19
06/25
11:59
06/25/19
11:59
Periodicals
Acasti Pharma mentioned positively by Seeking Alpha contributor »

Seeking Alpha contributor…

ACST

Acasti Pharma

$1.03

0.02 (1.98%)

AMRN

Amarin

$18.55

0.12 (0.65%)

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

    Jun

  • 28

    Sep

AMAT

Applied Materials

$42.33

(0.00%)

11:55
06/25/19
06/25
11:55
06/25/19
11:55
Options
Applied Materials put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 09

    Jul

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