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UIS

Unisys

$11.12

-0.06 (-0.54%)

, FTNT

Fortinet

$91.58

0.38 (0.42%)

19:10
05/02/19
05/02
19:10
05/02/19
19:10

Fly Intel: After Hours Movers

UP AFTER EARNINGS: Weight Watchers (WW) up 16.2%... Universal Display (OLED) up 14.3%... Zix Corp (ZIXI) up 12.2%... Carbonite (CARB) up 11.8%... MercadoLibre (MELI) up 10.3%... Carbon Black (CBLK) up 9.4%... Monster Beverage (MNST) up 7.8%... Shake Shack (SHAK) up 6.7%... MasTec (MTZ) up 6.7%... Funko (FNKO) up 6.5%... California Resources (CRC) up 6.3%... Ultra Clean Holdings (UCTT) up 6.2%... US Steel (X) up 5.1%... Alder Bio (ALDR) up 4.6%... Builders FirstSource (BLDR) up 4.2%... ResMed (RMD) up 4.0%... Mercer Intl (MERC) up 3.8%... Willscot (WSC) up 3.4%... ViewRay (VRAY) up 3.4%... US Cellular (USM) up 3.2%... Tableau Software (DATA) up 2.9%... Motorola Solutions (MSI) up 2.6%... Gilead (GILD) up 1.0%. DOWN AFTER EARNINGS: Arista Networks (ANET) down 15.4%... Stericycle (SRCL) down 14.4%... Floor & Decor (FND) down 11.0%... Globus Medical (GMED) down 9.7%... Teradata (TDC) down 8.5%... Bottomline Technologies (EPAY) down 7.7%... El Pollo Loco (LOCO) down 6.6%... LivePerson (LPSN) down 6.1%... Planet Fitness (PLNT) down 5.8%... Ligand Pharma (LGND) down 5.7%... NeoPhotonics (NPTN) down 5.2%... B&G Foods (BGS) down 5.2%... Activision (ATVI) down 5.1%... Kulicke and Soffa (KLIC) down 5.0%... Herbalife (HLF) down 5.0%... Pixelworks (PXLW) down 4.6%... T2 Biosystems (TTOO) down 3.6%... Skyworks (SWKS) down 3.6%... Expedia (EXPE) down 3.3%... First Solar (FSLR) down 3.3%... GoDaddy (GDDY) down 3.3%... Unisys Corp (UIS) down 3.2%... Fortinet (FTNT) down 3.1%... Chemours (CC) down 2.1%. Movers as of 18:30ET.

UIS

Unisys

$11.12

-0.06 (-0.54%)

FTNT

Fortinet

$91.58

0.38 (0.42%)

CC

Chemours

$34.14

-0.63 (-1.81%)

WW

WW

$20.32

0.4 (2.01%)

OLED

Universal Display

$156.71

-0.29 (-0.18%)

ZIXI

ZixCorp

$8.27

-0.23 (-2.71%)

CARB

Carbonite

$24.63

0.18 (0.74%)

MELI

MercadoLibre

$482.68

-0.82 (-0.17%)

CBLK

Carbon Black

$13.63

0.04 (0.29%)

MNST

Monster Beverage

$57.99

0.065 (0.11%)

SHAK

Shake Shack

$62.84

1.835 (3.01%)

MTZ

MasTec

$50.21

-0.74 (-1.45%)

FNKO

Funko

$19.99

0.19 (0.96%)

CRC

California Resources

$18.76

-0.81 (-4.14%)

UCTT

Ultra Clean

$12.52

0.28 (2.29%)

X

U.S. Steel

$14.40

-0.91 (-5.94%)

ALDR

Alder Biopharmaceuticals

$12.23

-0.21 (-1.69%)

BLDR

Builders FirstSource

$14.73

0.38 (2.65%)

RMD

ResMed

$105.75

1.26 (1.21%)

MERC

Mercer

$14.07

(0.00%)

WSC

WillScot

$13.74

0.15 (1.10%)

VRAY

ViewRay

$6.78

0.07 (1.04%)

USM

U.S. Cellular

$49.08

0.345 (0.71%)

DATA

Tableau

$120.47

-0.22 (-0.18%)

MSI

Motorola Solutions

$142.33

-0.37 (-0.26%)

GILD

Gilead

$65.28

0.49 (0.76%)

ANET

Arista Networks

$310.96

0.6 (0.19%)

SRCL

Stericycle

$57.22

0.24 (0.42%)

FND

Floor & Decor

$48.24

0.6 (1.26%)

GMED

Globus Medical

$45.97

1.84 (4.17%)

TDC

Teradata

$43.70

-0.595 (-1.34%)

EPAY

Bottomline Technologies

$50.36

0.99 (2.01%)

LOCO

El Pollo Loco

$13.27

0.12 (0.91%)

LPSN

LivePerson

$29.88

1.1 (3.82%)

PLNT

Planet Fitness

$75.36

0.04 (0.05%)

LGND

Ligand

$126.69

0.88 (0.70%)

NPTN

NeoPhotonics

$6.90

0.03 (0.44%)

BGS

B&G Foods

$24.93

-0.55 (-2.16%)

ATVI

Activision Blizzard

$49.56

0.81 (1.66%)

KLIC

Kulicke & Soffa

$22.58

-0.27 (-1.18%)

HLF

Herbalife Nutrition

$52.91

-0.86 (-1.60%)

PXLW

Pixelworks

$4.55

0.05 (1.11%)

TTOO

T2 Biosystems

$2.53

0.04 (1.61%)

SWKS

Skyworks

$90.79

2.405 (2.72%)

EXPE

Expedia

$128.27

-0.51 (-0.40%)

FSLR

First Solar

$59.87

-1.3 (-2.13%)

GDDY

GoDaddy

$81.36

0.175 (0.22%)

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UIS Unisys
$11.12

-0.06 (-0.54%)

12/12/18
LOOP
12/12/18
NO CHANGE
Target $13
LOOP
Hold
Unisys price target lowered to $13 from $18 at Loop Capital
Loop Capital analyst Joseph Vafi lowered his price target on Unisys to $13 and kept his Hold rating after meeting with its management. The analyst notes that the discussions assured him that the company's security software is "helping drive win rates higher on broader services deals", while a string of wins "underscores the Unisys value proposition in an attractive end market". However, as the company nears its "peak years of pension cash payout obligations", Vafi takes a more cautious stance on the price target until the issue becomes "more clear".
11/09/18
RHCO
11/09/18
NO CHANGE
Target $22
RHCO
Buy
Unisys contract value, revenue trends better than expected, says SunTrust
SunTrust analyst Frank Atkins keeps a Buy rating and $22 price target on Unisys shares following the company's Q3 report, stating that he believes its total contract value and revenue trends are better than expected. The company reaffirmed FY18 guidance for non-GAAP adjusted revenue of $2.7B-$2.825B, noted Atkins, who also points out that Bloomberg released an article earlier this morning with an incorrect revenue guidance number for the company's fourth quarter.
09/11/18
RHCO
09/11/18
NO CHANGE
Target $22
RHCO
Buy
Unisys price target raised to $22 from $16 at SunTrust
SunTrust analyst Frank Atkins raised his price target on Unisys to $22 and kept his Buy rating, saying the company is on a better than expected revenue trajectory after its recent wins in Georgia and Virginia solidified its macro backdrop. The analyst adds that the investment thesis on Unisys remains intact, driven by "amplified improvement on the pension side, potential rate increases, and market movement". Atkins also notes that the inclusion of Unisys in the S&P SmallCap 600 index may support its multiples and generate additional liquidity for the stock.
04/11/19
RHCO
04/11/19
NO CHANGE
Target $17
RHCO
Buy
Unisys price target lowered to $17 from $20 at SunTrust
SunTrust analyst Frank Atkins lowered his price target on Unisys to $17, saying he is updating the multiple in his model for changes in the interest rate environment as well as for pension impact. The analyst is keeping his Buy rating on the stock however, noting that he is encouraged by the "continued progress on the fundamentals" by the company after his conversation with Unisys CMO. Atkins notes the discussions reflected Unisys making "improvements to its website, better advisory relationships, growth with technology industry analysts, and sending proactive visible peer testimonials."
FTNT Fortinet
$91.58

0.38 (0.42%)

04/15/19
OTRG
04/15/19
UPGRADE
OTRG
Positive
Fortinet upgraded to Positive following checks at OTR Global
OTR Global upgraded Fortinet to Positive from Mixed following checks that indicate Q1 sales trends improved versus Q4, helped by competitive pricing and platform positioning.
02/07/19
FANA
02/07/19
UPGRADE
Target $92
FANA
Outperform
Fortinet upgraded to Outperform from Neutral at First Analysis
First Analysis analyst Howard Smith upgraded Fortinet to Outperform and raised his price target to $92 from $80. The analyst cites the company's "broad-based strength" in Q4 results, with product revenue growth of 19% - up from 18% in Q3 - along with "solid large-deal activity with 47 seven-figure deals" - up from 40 last year. Smith adds that the company's targeting of "SD-WAN architectures as well as the evolving security needs with the coming adoption of 5G networks will create significant opportunity and augment ongoing healthy traction" for its business activity.
03/26/19
MZHO
03/26/19
INITIATION
MZHO
Neutral
Fortinet initiated with a Neutral at Mizuho
Mizuho analyst Gregg Moskowitz initiated Fortinet with a Neutral rating and $90 price target.
03/26/19
MZHO
03/26/19
INITIATION
MZHO
Mizuho initiates security software with top picks Palo Alto, CyberArk, Rapid7
Mizuho analyst Gregg Moskowitz initiated coverage of nine Security Software companies. In his industry update note, titled "Welcome to the New Age of Software - Part II," he noted that "macro concerns remain very prevalent and 4Q tech fundamentals were uneven," but added that he expects "security companies will navigate these issues well, due in part to the fact that cybersecurity consistently ranks at or near the top of IT spending priorities by CIOs." The analyst concluded that "while hardly immune, we would expect security spend to be relatively resilient." Moskowitz noted that global security revenue is currently well in excess of $40B, and growing at a roughly high-single digit CAGR. However, Moskowitz also noted that the security market is very fragmented and contains many sub-segments. He sees four security themes that he believes will become increasingly important, and should help to underpin healthy growth in the sector in the coming years -- Zero Trust, Identity Management, Next-gen Endpoint, and Machine Learning/Automation. The analyst expects to see "generally similar levels of security M&A activity in 2019," although he noted that one variable that could cause this to skew higher would be a large security vendor takeout, which is a historical rarity. Moskowitz initiated three stocks with Buy ratings -- Palo Alto Networks (PANW), CyberArk Software (CYBR), and Rapid7 (RPD) -- and six stocks with Neutral ratings -- Check Point Software (CHKP), FireEye (FEYE), Fortinet (FTNT), Okta (OKTA), Proofpoint (PFPT), and Symantec (SYMC).
CC Chemours
$34.14

-0.63 (-1.81%)

02/19/19
RHCO
02/19/19
NO CHANGE
Target $40
RHCO
Hold
Chemours price target raised to $40 from $34 at SunTrust
SunTrust analyst James Sheehan raised his price target on Chemours to $40 to reflect his sum-of-the-parts analysis that assumes the current multiples of its peers. The analyst also keeps his Hold rating on Chemours after its latest Q4 results that showed continued titanium dioxide, or TiO2, destocking. Following a 34% run-up in the company shares year-to-date that reflects "easing interest rate and trade worries", Sheehan contends that "further upside will be limited by uncertainty regarding the severity of TiO2 volume declines".
02/20/19
SBSH
02/20/19
NO CHANGE
Target $43
SBSH
Buy
Chemours price target raised to $43 from $34 at Citi
Citi analyst P.J. Juvekar raised his price target for Chemours to $43 and reiterates a Buy rating on the shares. Destocking and weak TiO2 demand is likely to persist into the first half of 2019, with a possible volume recovery in the second depending on inventory levels and producer discipline, Juvekar tells investors in a research note.
04/15/19
RHCO
04/15/19
UPGRADE
RHCO
Buy
Chemours upgraded to Buy from Hold at SunTrust
04/15/19
04/15/19
UPGRADE
Target $52

Buy
Chemours upgraded to Buy at SunTrust on TiO2 price recovery
As previously reported, SunTrust analyst James Sheehan upgraded Chemours to Buy from Hold and raised his price target to $52 from $40. The analyst notes that "investor anxiety" about the titanium dioxide cycle has "largely dissipated" after inventory destocking ran its course and pricing declines moderated. The analyst also expects investors to consider Chemours' portfolio that includes a "compelling but overlooked long term growth story in Fluoroproducts" in addition to gaining "further evidence of pricing and margin stability" for TiO2 in 2019.
WW WW
$20.32

0.4 (2.01%)

04/30/19
JPMS
04/30/19
NO CHANGE
Target $14
JPMS
Underweight
WW price target raised to $14 from $12 at JPMorgan
JPMorgan analyst Christina Brathwaite raised her price target for Underweight-rated WW to $14 from $12 after the company announced the launch of its new "Gamechanger" marketing campaign and said its members totaled around 4.6M at the end of Q1. The analyst says her key question following the press release is what is causing the divergence between subscribers being roughly flat year-over-year while U.S. daily active user data, as per SimilarWeb, contracted 40% in Q1 and 44% quarter-to-date in Q2. The divergence is likely related to lower app engagement overall from subscribers, which bodes poorly for WW's ability to improve trends sequentially throughout the year, Brathwaite tells investors in a research note.
01/11/19
01/11/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Asset managers BlackRock (BLK), Eaton Vance (EV), Ivesco (IVZ), Affiliated Managers (AMG) and Legg Mason (LM) downgraded to Hold from Buy at Deutsche Bank, with analyst Brian Bedell saying their fundamentals are "unlikely to improve anytime soon." The analyst believes "investor neglect" toward the stocks should continue on fears of a market downturn, as well as due to poor fundamentals from product outflows and pressure on fee rates and operating margins. 2. Starbucks (SBUX) downgraded to Neutral from Buy at Goldman Sachs by analyst Karen Holthouse, saying she remains "reasonably confident" that Starbucks' initiatives to drive digital engagement can lead to a "more stable" 3%-4% comp trajectory in the U.S. over the next few years. However, its valuation has "rapidly re-rated" to reflect this, and gift cards and digital trends could be points of caution in fiscal Q1. The analyst also downgraded Yum! Brands (YUM) to Sell from Neutral. 3. Gap (GPS) downgraded to Underweight from Overweight at Barclays, with analyst Chethan Mallela saying he believes "challenging" traffic trends and "difficult" comparisons cloud visibility into the company's sales growth momentum. Further, the analyst believes the company's cost pressures will be larger than investors anticipate and pose risk to consensus estimates. 4. WW (WTW) downgraded to Neutral from Overweight at JPMorgan by analyst Christina Brathwaite, saying early in the year channel checks point to a weak start to 2019 for the company. The checks suggest traffic to WW''s website and engagement on its mobile app are down double-digit percentages year-over-year, the analyst added. 5. Hanesbrands (HBI) downgraded to Hold from Buy at Deutsche Bank, with analyst Tiffany Kanaga citing a deep dive of the company's international business. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
OLED Universal Display
$156.71

-0.29 (-0.18%)

04/29/19
SUSQ
04/29/19
DOWNGRADE
SUSQ
Neutral
Universal Display downgraded to Neutral from Positive at Susquehanna
02/22/19
NEED
02/22/19
NO CHANGE
Target $140
NEED
Buy
Universal Display price target raised to $140 from $105 at Needham
Needham analyst James Ricchiuti raised his price target on Universal Display to $140 and kept his Buy rating after its Q4 earnings beat and in-line FY19 revenue guidance that implies 31%-41% growth, suggesting that the outlook for the year is looking "strong". The analyst is also positive on the management's investment efforts in R&D, adding that the inventories of Universal Display's large customers are also looking "much leaner".
01/23/19
OPCO
01/23/19
NO CHANGE
Target $115
OPCO
Outperform
Universal Display price target lowered to $115 from $120 at Oppenheimer
Oppenheimer analyst Andrew Uerkwitz lowered his price target for Universal Display to $115 from $120 as his recent channel checks on mobile and display supply chain resonate with well reported bear sentiment on consumer electronics. The analyst believes the lack of market growth and compelling new features will likely haunt suppliers as well as device makers for another year. Wider adoption of in-display fingerprint in 2019 should support continuous share gains of Universal Display on mobile, he contends, adding that for TV, however, weak macro and larger supplies of 65-inch-andabove LCD will likely pressure Universal Display TV near-term. He reiterates an Outperform rating on the shares.
02/26/19
ROTH
02/26/19
NO CHANGE
Target $172
ROTH
Buy
Universal Display price target raised to $172 from $128 at Roth Capital
Roth Capital analyst Scott Searle raised his price target for Universal Display to $172 from $128 given the improving sentiment and overall outlook. The analyst notes that Universal Display reported in-line Q4 results. However, the excitement centers around OLED moving from a 2018 year of transition back into growth mode on the back of increasing industry commercial capacity, he contends. Searle reiterates a Buy rating on the shares.
ZIXI ZixCorp
$8.27

-0.23 (-2.71%)

10/24/18
CHLM
10/24/18
UPGRADE
CHLM
Buy
ZixCorp upgraded to Buy from Hold at Craig-Hallum
10/24/18
10/24/18
UPGRADE
Target $7.5

Buy
ZixCorp upgraded to Buy on continued growth momentum at Craig-Hallum
As previously reported, Craig-Hallum analyst Mike Malouf upgraded ZixCorp to Buy from Hold as new orders drive continued growth momentum, leading to higher estimates. The analyst also raised his price target on the shares to $7.50 from $6.
11/16/18
NORL
11/16/18
INITIATION
Target $9
NORL
Outperform
ZixCorp initiated with an Outperform at Northland
Northland analyst Tim Klasell initiated ZixCorp with an Outperform and $9 price target saying it is well positioned as highly regulated, typically lagging industries migrate to cloud-based email and require broad, sophisticated security and compliance solutions.
CARB Carbonite
$24.63

0.18 (0.74%)

03/28/19
LEHM
03/28/19
INITIATION
Target $30
LEHM
Overweight
Carbonite reinstated with an Overweight at Barclays
Barclays analyst Saket Kalia reinstated coverage of Carbonite with an Overweight rating and $30 price target. The analyst sees strategic rationale of the company's Webroot acquisition.
02/08/19
LSCM
02/08/19
NO CHANGE
Target $39
LSCM
Buy
Carbonite price target raised to $39 from $36 at Lake Street
Lake Street analyst Eric Martinuzzi raised his price target for Carbonite to $39 saying the Webroot acquisition "checks all the boxes." Carbonite is not only expanding into the attractive cybersecurity market with an offering that should be an easy cross-sell, it is only paying 2.6 times enterprise value to 2019 revenue for an accretive endpoint security software business, Martinuzzi tells investors in a research note. He keeps a Buy rating on Carbonite shares while admitting that the company's legacy business "did not impress" in Q4.
02/08/19
RSBL
02/08/19
DOWNGRADE
RSBL
Neutral
Carbonite downgraded to Neutral from Buy at Rosenblatt
02/08/19
RSBL
02/08/19
DOWNGRADE
Target $33
RSBL
Neutral
Carbonite downgraded to Neutral from Buy at Rosenblatt
As previously reported, Rosenblatt analyst Marshall Senk downgraded Carbonite to Neutral from Buy and lowered his price target to $33 from $45 following the company's Q4 results and announcement that it will buy Webroot for roughly $618.5M in cash. In a research note to investors, Senk says he is "concerned" about the slowing in Carbonite's core business and the crowded nature of the endpoint space, and says it could take until mid-year or longer to get a perspective on where real, organic growth resides for the cor business and to begin to get a sense of the timing of revenue synergies with Webroot.
MELI MercadoLibre
$482.68

-0.82 (-0.17%)

04/25/19
WEDB
04/25/19
NO CHANGE
Target $125
WEDB
Outperform
PayPal price target raised to $125 from $110 at Wedbush
Wedbush analyst Moshe Katri raised his price target for PayPal (PYPL) to $125 from $110 post in-line Q1/2019 results, elevated run rate expectations for Venmo, further moderation in take rate declines, well addressed concerns over eBay (EBAY) contraction as well as pending announcement of a strategic engagement/agreement with MercadoLibre (MELI). The analyst reiterates an Outperform rating on PayPal's shares.
05/01/19
PIPR
05/01/19
NO CHANGE
Target $504
PIPR
Overweight
MercadoLibre price target raised to $504 from $442 at Piper Jaffray
Piper Jaffray analyst Michael Olson raised his price target for MercadoLibre to $504 from $442 and maintains an Overweight rating on the shares. The analyst's Q1 listings analysis, an indicator for items sold, shows a slight deceleration from Q4 to Q1. However, he believes MercadoLibre is positioned to meet, and potentially exceed, consensus revenue and gross merchandise volume expectations for Q1. The analyst maintains an Overweight rating on the shares.
05/01/19
FBCO
05/01/19
NO CHANGE
Target $520
FBCO
Outperform
MercadoLibre price target raised to $520 from $420 at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for MercadoLibre to $520 from $420 as he once again makes material changes to his estimates and recalibrates his model, particularly in regards to off-platform payment volume in Brazil and Argentina. The analyst reiterates an Outperform rating on the shares.
04/25/19
RHCO
04/25/19
NO CHANGE
Target $115
RHCO
Hold
PayPal price target raised to $115 from $88 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on PayPal to $115, saying that while its Q1 results were "mixed" with in-line revenue and lower-than-expected adjusted EBIT, he believes investors are more focused on the company's "transformational drivers". The analyst points to PayPal's "Venmo monetization, recent MercadoLibre (MELI) investment, and its Instagram (FB) partnership." Jeffrey is keeping his Hold rating on PayPal shares however, noting that the risk/reward in its valuation is "balanced."
CBLK Carbon Black
$13.63

0.04 (0.29%)

04/04/19
04/04/19
INITIATION
Target $20

Outperform
Carbon Black initiated with an Outperform at Baird
As previously reported, Baird analyst Jonathan Ruykhaver initiated Carbon Black with an Outperform rating and $20 price target, saying the most influential factor in his positive rating is the fact Cloud Subscription ARR grew to $81M with essentially one product -- CB Defense -- and the company now has its enterprise grade EDR on the cloud platform along with a managed services wrap around, which has proven to be a successful equation in endpoint security. In addition, the analyst says FY19 guidance appears conservative and the EV/Sales multiple is at the bottom end of the comp group.
02/21/19
JPMS
02/21/19
DOWNGRADE
Target $15
JPMS
Neutral
JPMorgan downgrades Carbon Black to Neutral, halves target to $15
JPMorgan analyst Sterling Auty downgraded Carbon Black to Neutral from Overweight and lowered his price target for the shares to $15 from $30. The company's transition to the predictive security cloud, including the introduction of several new products, has proved "challenging to message clearly to customers and to effectively close business in a timely manner," Auty tells investors in a post-earnings research note partially titled "Cheap For a Reason." This resulted in disappointing bookings in Q4, adds the analyst. He believes Carbon Black will need to better part of 2019 to sort out these challenges.
02/21/19
KEYB
02/21/19
NO CHANGE
Target $21
KEYB
Overweight
Carbon Black price target cut to $21 from $25 at KeyBanc
KeyBanc analyst Rob Owens maintained an Overweight rating on Carbon Black and cut his price target to $21 from $25. In a research note to investors, Owens says that despite posting upside to revenue and earnings during the quarter, bookings results failed to meet expectations due to a rapid product transition in 2018 and subsequent elongation of sales cycles. Despite initial disappointment, Owens contends that cloud momentum offers optimism.
04/03/19
BARD
04/03/19
INITIATION
BARD
Outperform
Carbon Black initiated with an Outperform at Baird
Baird initiated Carbon Black with an Outperform rating and $20 price target.
MNST Monster Beverage
$57.99

0.065 (0.11%)

04/11/19
SBSH
04/11/19
NO CHANGE
Target $66
SBSH
Buy
Citi cuts Monster Beverage to $66, remains enthusiastic on growth
Citi analyst Wendy Nicholson says that while Monster Beverage is down almost 16% from its high on March 4 due to concerns about heightened competition in the U.S., she continues to believe the company will remain one of the fastest growth companies she covers over the medium and longer term. The global energy drink category continues to grow and Monster continues to gain share globally, Nicholson tells investors in a research note. The analyst lowered her price target for the shares to $66 from $74 and keeps a Buy rating on the name.
04/05/19
STFL
04/05/19
NO CHANGE
Target $67
STFL
Buy
Monster underlying share trends more favorable than understood, says Stifel
Stifel analyst Mark Astrachan attributes recent underperformance in Monster Beverage shares to concerns about share loss to Bang and Red Bull. He blames the share loss to Red Bull mostly on stronger growth in the prior year for Monster and timing of innovation, contending that underlying share trends are "more favorable for Monster than understood." Excluding new product launches, Red Bull year-over-year sales would have declined 1.0% in the 6-weeks ending March 24, compared to 1.2% growth for Monster, Astrachan estimates. Additionally, he believes Monster's launch of Reign is off to a strong start based on store visits and analysis of brand social media presence, the analyst said. He keeps a Buy rating and $67 price target on Monster Beverage shares.
04/12/19
WELS
04/12/19
NO CHANGE
Target $53
WELS
Market Perform
Monster Beverage risk/reward negative into Q1 print, says Wells Fargo
Wells Fargo analyst Bonnie Herzog is "increasingly cautious" on Monster Beverage following her Q1 ''Beverage Buzz'' survey. Retailer contacts estimate that Monster's Q1 sales were up a "muted" 2.7% in convenience stores, well below their up 7.3% estimate for Q4, Herzog tells investors in a research note. She points out that retailers are now forecasting "only" 3.3% growth for Monster sales in 2019. The analyst lowered her Q1 U.S. net sales growth estimate for Monster by 50 basis points to 2.0% and sees a negative risk/reward into the company's Q1 results. Herzog lowered her price target for the shares to $53 from $54 and keeps a Market Perform rating on Monster Beverage. It is increasingly clear that the company's pricing is not fully sticking, says the analyst.
04/03/19
GUGG
04/03/19
NO CHANGE
GUGG
Monster weakness persists as beverage sales slowed in March, says Guggenheim
Guggenheim analyst Laurent Grandet noted that Nielsen reported North American Beverage category sales increased 4.0% in the 12-wk period ending March 23, which is down slightly from 4.2% growth last month. While Energy drinks increased as a category by 9.5%, Monster Beverage (MNST) was "materially weaker," with sales up 3.3% in the 12-wks and down 2.9% in the 4-wk period, said Grandet, who attributed the weakness to Red Bull launching innovation earlier than it typically does, Monster's fewer weeks of promotion in convenience stores this year-to-date and Bang's significantly accelerated distribution gains. Grandet also pointed out in his category overview note that sales of National Beverage's (FIZZ) LaCroix continue to deteriorate, with sales down 4.2% in the 12-wks and down 5.1% in the 4-wk period, according to Nielsen data. The analyst has a Buy rating on Monster shares and a Sell rating on National Beverage.
SHAK Shake Shack
$62.84

1.835 (3.01%)

02/26/19
PIPR
02/26/19
NO CHANGE
Target $59
PIPR
Overweight
Shake Shack shares remain undervalued after Q4 results, says Piper Jaffray
Shake Shack's same-store sales in Q4 were better than expected and its earnings were above consensus, Piper Jaffray analyst Nicole Miller Regan tells investors in a research note. The analyst reiterates an Overweight rating on the name while dropping her price target to $59 from $62. She continues to argue that Shake Shack shares are undervalued when considering the restaurant industry cycle and the scarcity value of double-digit unit development and the one-third of its base that is asset-light.
01/11/19
PIPR
01/11/19
NO CHANGE
PIPR
Piper lays out top restaurant stock recommendations for 2019
Restaurant stocks are back in favor, Piper Jaffray analyst Nicole Miller Regan tells investors in a research note. She believes "we are at the mid-point of the current contraction phase." Fewer stocks, a fundamentally improved supply/demand balance resulting in improved sales performance, and ongoing consolidation lend valuation support, says the analyst. She views restaurant sector as being favorably positioned "as investors shift their perspective to the eventual expansion cycle." Miller Regan's top stock recommendations for 2019 include companies with "operational momentum and strong culture as drivers," namely Darden (DRI), McDonald's (MCD) and Shake Shack (SHAK), as well as companies she has a high level of conviction on recovery situations, like Chipotle Mexican Grill (CMG). Those four are her top picks for 2019.
04/17/19
04/17/19
DOWNGRADE

Neutral
Shake Shack downgraded to Neutral on valuation at Longbow
As previously reported, Longbow downgraded Shake Shack to Neutral from Buy. Analyst Alton Stump said shares recently surpassed his $57 price target and reflect his positive view.
04/17/19
LBOW
04/17/19
DOWNGRADE
LBOW
Neutral
Shake Shack downgraded to Neutral from Buy at Longbow
MTZ MasTec
$50.21

-0.74 (-1.45%)

02/04/19
DADA
02/04/19
NO CHANGE
Target $57
DADA
Buy
MasTec price target lowered to $57 from $62 at DA Davidson
DA Davidson analyst Brent Thielman lowered his price target on MasTec to $57 after his meetings with its management and institutional investors last week. The analyst is lowering his 2019/2020 estimates to reflect the lower first half contributions and more conservative growth expectations into 2020, but keeps his Buy rating longer term, citing the positive discussions about the company's end markets and expectations of a ramp in telco/5G spending.
11/09/18
BARD
11/09/18
DOWNGRADE
BARD
Neutral
MasTec downgraded to Neutral from Outperform at Baird
11/09/18
BARD
11/09/18
DOWNGRADE
Target $54
BARD
Neutral
MasTec downgraded to Neutral at Baird
As reported previously, Baird analyst Andrew Wittmann downgraded MasTec to Neutral from Outperform. The analyst feel the potential catalyst have played out and even though a lot of good things are happening they appear to be well known. Wittmann feels the risk/reward is now better balanced and he raised his price target to $54 from $52 on MasTec shares.
12/19/18
STFL
12/19/18
NO CHANGE
Target $61
STFL
Buy
MasTec added to Select List on 'extremely strong' ouotlok at Stifel
Stifel analyst Noelle Dilts added MasTec to her firm's Select List saying she sees an "extremely strong" outlook for 2019 as activity in the core pipeline and telecom markets accelerates, driving high levels of utilization. The analyst views MasTec's "soft" guidance for flattish revenue year-over-year in oil and gas as too low, and sees opportunity for margin outperformance. Dilts sees a "good set up for outperformance relative to estimates in 2019 and catalysts ahead." The analyst trimmed her price target for MasTec to $61 from $63 and keeps a Buy rating on the shares.
FNKO Funko
$19.99

0.19 (0.96%)

03/01/19
JEFF
03/01/19
NO CHANGE
Target $27
JEFF
Buy
Funko price target raised to $27 from $23 at Jefferies
Jefferies analyst Stephanie Wissink raised her price target for Funko to $27 saying the company's Q4 results significantly exceeded expectations. The analyst keeps a Buy rating on the shares.
03/01/19
RHCO
03/01/19
NO CHANGE
Target $26
RHCO
Buy
Funko price target raised to $26 from $20 at SunTrust
SunTrust analyst Michael Swartz raised his price target on Funko to $26 and kept his Buy rating after its "terrific" Q4 earnings beat and a "strong" guidance for 2019. The analyst has a "positive near-term and long-term" bias for the company as it continues to "showcase the appeal of its unique business model with IP owners, retailers and consumers."
03/01/19
JPMS
03/01/19
NO CHANGE
Target $30
JPMS
Overweight
Funko price target raised to $30 from $26 at JPMorgan
JPMorgan analyst Christopher Horvers raised his price target for Funko to $30 and keeps an Overweight rating on the shares. The company's Q4 revenue growth "blew away" the highest estimates on the Street and its 2019 guide topped expectations and "still looks conservative," Horvers tells investors in a post-earnings research note. He believes the company's revenue momentum is accelerating.
03/04/19
STFL
03/04/19
NO CHANGE
Target $25
STFL
Buy
Funko price target raised to $25 following Q4 report at Stifel
Stifel analyst Drew Crum raised his price target on Funko shares to $25 from $23 after the company reported Q4 results that exceeded expectations and issued FY19 guidance that topped his prior estimates. The analyst, who called the quarter a strong end to the year for Funko, remains constructive on the company's above-average top line growth, expectations for improving margins, and attractive valuation. He keeps a Buy rating on Funko shares.
CRC California Resources
$18.76

-0.81 (-4.14%)

03/28/19
MZHO
03/28/19
INITIATION
Target $35
MZHO
Buy
California Resources initiated with a Buy at Mizuho
Mizuho analyst Paul Sankey started California Resources with a Buy rating and $35 price target.
03/28/19
03/28/19
INITIATION
Target $35

Buy
California Resources initiated with a Buy at Mizuho
As previously reported, Mizuho analyst Paul Sankey initiated California Resources with a Buy rating and a price target of $35. The analyst cites the company's position as the "largest oil & gas exploration and production company in California" given its "low-declining oil production" and calls the stock a "key play" on Brent price, which he is positive on going into the summer.
04/12/19
GSCO
04/12/19
DOWNGRADE
Target $20
GSCO
Sell
California Resources downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Brian Singer downgraded California Resources to Sell from Neutral while raising his price target for the shares to $20 from $19.
04/12/19
GSCO
04/12/19
NO CHANGE
GSCO
Goldman downgrades California Resources, Chesapeake to Sell, upgrades Murphy
Within the Exploration and Production space, Goldman Sachs analyst Brian Singer recommends selling stocks where the valuation post recent rallies "appears at odds" with the company's competitive positioning. With that in mind, Singer downgraded both California Resources (CRC) and Chesapeake Energy (CHK) to Sell from Neutral. California Resources has a low decline rate and competitive supply cost but unfavorable debt cost that does not warrant the extent of its current valuation premium, says the analyst. For Chesapeake, Singer sees less favorable supply cost and corporate returns. The analyst also upgraded Murphy Oil (MUR) to Neutral from Sell. He believes the stock's current valuation appears more in line with its competitive positioning. Singer recommends buying "low cost oil suppliers" Encana (ECA), Parsley Energy (PE), Pioneer Natural (PXD) and EOG Resources (EOG) and Chevron (CVX).
UCTT Ultra Clean
$12.52

0.28 (2.29%)

03/21/19
COWN
03/21/19
NO CHANGE
Target $46
COWN
Outperform
Micron controller development unfavorable for Silicon Motion, says Cowen
Cowen analyst Karl Ackerman said Micron's (MU) guidance for the May quarter implies it is still annualizing more money in this downturn than it achieved in the prior peak cycle and that its "materially improved" NAND tech roadmap and expanding growth vectors in DRAM suggest that its free cash flow story is sustainable and underappreciated. However, he said he views Micron's capex read-through as negative for Ichor Holdings (ICHR) and Ultra Clean (UCTT) and he sees the company's controller development as unfavorable for Silicon Motion (SIMO). Ackerman raised his price target on Micron to $46 from $40 and keeps an Outperform rating on the shares.
03/11/19
CHLM
03/11/19
UPGRADE
Target $13
CHLM
Buy
Ultra Clean upgraded to Buy on valuation at Craig-Hallum
Craig-Hallum analyst Christian Schwab upgraded Ultra Clean to Buy from Hold and established a $13 price target saying the selloff in shares following the Q4 report has created favorable risk/reward. Schwab said a WFE spending recovery remains cloudy, but his estimates are below Street expectations and shares look attractive based on his conservative expectations.
02/22/19
CHLM
02/22/19
DOWNGRADE
Target $13
CHLM
Hold
Ultra Clean downgraded to Hold from Buy at Craig-Hallum
Craig-Hallum analyst Christian Schwab downgraded Ultra Clean Holdings to Hold from Buy and lowered his price target to $13 from $15 following the company's Q4 results. In a research note to investors, Schwab says with shares up about 50% year to date, he sees limited upside in the near-term until he has better visibility regarding a WFE spending recovery in 2020. Additionally, Schwab says he is also concerned regarding the lack of leverage in the model without a meaningful recovery in WFE given the additional OpEx and cost of debt associated with the Quantum Global acquisition.
12/21/18
NEED
12/21/18
INITIATION
Target $13
NEED
Buy
Ultra Clean initiated with a Buy at Needham
Needham analyst N. Quinn Bolton started Ultra Clean with a Buy rating and $13 price target, stating that the company is highly leveraged to the expected recovery in WFE spending in the second half of 2019. He also believes there will be reduced volatility in its business with the recent acquisition of Quantum Global, Bolton tells investors.
X U.S. Steel
$14.40

-0.91 (-5.94%)

04/11/19
04/11/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Chipotle (CMG) downgraded to Hold from Buy at Jefferies with analyst Andrew Barish saying after rallying 65% in Q1, Chipotle's valuation is full and reflects improved visibility for "powerful" same-store-sales and margin drivers. 2. Eli Lilly (LLY) downgraded to Neutral from Buy at Guggenheim with analyst Seamus Fernandez saying while he expects updates at the American Diabetes Association meeting to be broadly positive, he sees limited upside for the stock from current levels until Lilly's overall immunology portfolio and competition from Novo Nordisk's (NVO) semaglutide franchise is more fully understood. 3. U.S. Steel (X) downgraded to Underperform from Buy at BofA/Merrill with analyst Timna Tanners citing worse near-term U.S. market conditions than she anticipated. 4. Keurig Dr Pepper (KDP) downgraded to Underweight from Equal Weight at Morgan Stanley with analyst Dara Mohsenian saying she sees a negative risk-reward despite a "well telegraphed" Q1 earnings beat on strong pricing at heritage Dr. Pepper Snapple. 5. Waste Management (WM) downgraded to Hold from Buy at Stifel with analyst Michael Hoffman saying he factors in incrementally weaker paper prices and the impact of wet weather. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/11/19
BOFA
04/11/19
DOWNGRADE
BOFA
Underperform
U.S. Steel downgraded to Underperform from Buy at BofA/Merrill
04/09/19
04/09/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. SAP (SAP) downgraded to Hold from Buy at HSBC and to Neutral from Buy at UBS. 2. American Assets Trust (AAT) downgraded to Sector Weight from Overweight at KeyBanc with analyst Todd Thomas saying the stock has surpassed his previous $45 price target. 3. Ball Corp. (BLL) downgraded to Market Perform from Outperform at BMO Capital with analyst Mark Wilde saying that after an "impressive run," the stock is now trading at the upper end of its peer group range. 4. Charter (CHTR) downgraded to Neutral on valuation at Macquarie with analyst Amy Young saying shares reflect much of the operational and free cash flow potential and further multiple expansion hinges on its ability to set a consistent track record. 5. U.S. Steel (X) downgraded to Underperform from Neutral at Credit Suisse with analyst Curt Woodworth saying after performing deep dive analysis on U.S. Steel Flat Rolled segment, the analyst concludes the step-function rise in unit costs the past several years coupled with loss of automotive share suggests the company is in a weaker competitive position versus peers entering the "Sheet Tsunami" period in the U.S. from 2021-2022. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/11/19
BOFA
04/11/19
DOWNGRADE
Target $18
BOFA
Underperform
BofA double downgrades U.S. Steel to Underperform on worse U.S. conditions
BofA Merrill Lynch analyst Timna Tanners double downgraded U.S. Steel, to Underperform from Buy, citing worse near-term U.S. market conditions than she anticipated. Her channel checks indicate that recent price hikes have not stuck and that benchmark hot rolled coil prices have retreated to their yearly lows in recent days, Tanners tells investors. Given sharply lower scrap prices are pressuring U.S. steel prices, she sees limited catalysts and cut her price target for U.S. Steel shares to $18 from $31.
ALDR Alder Biopharmaceuticals
$12.23

-0.21 (-1.69%)

04/18/19
PIPR
04/18/19
NO CHANGE
PIPR
Teva gains ground on Amgen in latest migraine survey, says Piper Jaffray
Following of survey of 99 neurologists done by his firm's partner Spherix Global Insights, Piper Jaffray analyst Christopher Raymond maintains an Overweight rating on Amgen (AMGN) and a Neutral rating on Teva Pharmaceutical (TEVA). The migraine survey indicates Eli Lilly's (LLY) Emgality is lagging and that Teva's Ajovy appears to be gaining ground on Amgen's Aimovig across numerous metrics, Raymond tells investors in a research note. While one data point does not a trend make, this move warrants close attention, especially given the increased significance assigned to Aimovig with respect to Amgen sentiment, says the analyst. Raymond, however, remains cautious on Teva shares given the" lack of clarity regarding when/where EBITDA will hit a trough." On the R&D side, the analyst notes that Overweight-rated Alder Biopharmaceuticals' (ALDR) eptinezumab "appears to be particularly top-of-mind among migraine specialists."
04/04/19
PIPR
04/04/19
NO CHANGE
PIPR
Overweight
Piper Jaffray stays Overweight on Alder Biopharma, Amgen after Novartis filing
Piper Jaffray analyst Christopher Raymond maintains his Overweight rating on Alder Biopharma (ALDR) and Amgen (AMGN) after the filing by Novartis (NVS) alleging legal dispute with the latter about their migraine collaboration. The analyst says that Novartis tried to beat Amgen to the punch after entering agreement with Alder to manufacture eptinezumab, which prompted Amgen to terminate their commercialization agreement. Raymond adds that a resolution of this dispute could take a year or more but believes that investors may conclude that the spat reflects the value of anti-CGRP assets.
02/25/19
PIPR
02/25/19
NO CHANGE
Target $28
PIPR
Overweight
Piper Jaffray maintains positive view of Alder Biopharmaceuticals' eptinezumab
Piper Jaffray analyst Danielle Brill kept her Overweight rating and $28 price target on Alder Biopharmaceuticals after its Q4 results and update on eptinezumab this evening. The analyst maintains a positive view on the program and contends that "eptinezumab is the best suited agent for the most debilitated migraine patients", adding that the company could generate peak revenues of over $1B if it were to capture just the severe subset of patients.
11/28/18
PIPR
11/28/18
NO CHANGE
Target $28
PIPR
Overweight
Alder Biopharmaceuticals's epti to benefit from SubQ profile, says Piper Jaffray
Piper Jaffray analyst Danielle Brill kept her Overweight rating and $28 price target on Alder Biopharmaceuticals following her meeting with its CEO Robert Azelby. The analyst says that the discussion of the recent launch of competitor SubQ anti-CGRP mAbs for migraine prevention raised the profile of its eptinezumab, noting that "given epti's rapid onset of effect and deep magnitude of response, the company believes there will be demand" for epti. Brill still sees the program's BLA submission on track for Q1 of 2019 with the potential launch coming in Q1 of 2020.
BLDR Builders FirstSource
$14.73

0.38 (2.65%)

01/15/19
RHCO
01/15/19
DOWNGRADE
RHCO
Hold
SunTrust downgrades residential construction names to Hold from Buy
As reported earlier, SunTrust analyst Keith Hughes has downgraded residential construction names Installed Building Products (IBP), Building Materials Holding (BMCH), TopBuild (BLD), and Builers FirstSource (BLRD) to Hold from Buy. The analyst also lowers their respective price targets to $41, $18, $55, and $13, from $42, $22, $70, and $17. Hughes cites these companies' recent stock price appreciation of 20%-25% relative to 10% rise for the S&P, his maintained outlook for housing market weakness, and his view that any rebound in housing from lower interest rates will be modest without a Fed rate cut. The analyst adds that valuation on Builers FirstSource and Installed Building Products is now "about average" and that of the other two companies "too low", though he still expects the latter two stocks to trade "flattish".
01/15/19
RHCO
01/15/19
DOWNGRADE
RHCO
Hold
Builders FirstSource downgraded to Hold from Buy at SunTrust
01/11/19
RBCM
01/11/19
DOWNGRADE
Target $13
RBCM
Sector Perform
Builders FirstSource downgraded to Sector Perform from Outperform at RBC Capital
As previously reported, RBC Capital analyst Mike Dahl downgraded Builders FirstSource to Sector Perform and lowered his price target to $13 from $18 given his "more negative view" on the growth of the construction sector in the coming two years. The analyst cites the company's 77% of total revenue exposure to the new residential construction activity and also point to his expected "material decline in lumber prices" that will result in lower revenues and limit the company's margin expansion this year.
02/25/19
BUCK
02/25/19
INITIATION
Target $15
BUCK
Neutral
Builders FirstSource initiated with a Neutral at Buckingham
Buckingham analyst Megan McGrath initiated Builders FirstSource with a Neutral and $15 price target McGrath is concerned that current consensus estimates do not fully reflect the impact of the 2H 2018 lumber and housing weakness on early 2019 results.
RMD ResMed
$105.75

1.26 (1.21%)

01/28/19
BMOC
01/28/19
NO CHANGE
Target $120
BMOC
Outperform
ResMed price target lowered to $120 from $124 at BMO Capital
BMO Capital analyst Joanne Wuensch lowered her price target on ResMed to $120 after its lower than expected reported Q2 revenues and a 17% decline in its stock price late last week. The analyst believes that this is the time to step back into the stock however, keeping her Outperform rating while noting that double-digit declines for the shares are rare and should be followed by a recovery. Wuensh is positive on the company's ability to leverage its "respiratory devices to provide cloud-connected medical data and solutions to patients and physicians."
01/25/19
JPMS
01/25/19
DOWNGRADE
JPMS
Underweight
ResMed downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst David Low downgraded ResMed to Underweight and lowered his price target for the shares to A$13.40 from A$15.50 following the company's fiscal Q2 results. Goldman Sachs this morning also downgraded ResMed.
04/18/19
JPMS
04/18/19
UPGRADE
JPMS
Neutral
ResMed upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst David Low upgraded ResMed to Neutral from Underweight ahead of the company's fiscal Q3 results.
03/20/19
DBAB
03/20/19
UPGRADE
Target $125
DBAB
Buy
ResMed upgraded to Buy from Hold at Deutsche Bank
Deutsche Bank upgraded ResMed to Buy from Hold and raised its price target on the stock to $125 from $115.
MERC Mercer
$14.07

(0.00%)

06/20/18
TDSI
06/20/18
UPGRADE
TDSI
Buy
Mercer upgraded to Buy from Hold at TD Securities
05/11/18
FBCO
05/11/18
UPGRADE
FBCO
Outperform
Mercer upgraded to Outperform from Neutral at Credit Suisse
06/20/18
06/20/18
UPGRADE
Target $20

Buy
Mercer upgraded to Buy on higher softwood pulp prices at TD Securities
As previously reported, TD Securities upgraded Mercer to Buy from Hold and increased its price target to $20 from $15. Analyst Sean Steuart raised estimates to reflect a higher softwood pulp price outlook in light of ongoing momentum and a relatively benign capacity growth outlook.
10/18/18
RAJA
10/18/18
UPGRADE
RAJA
Strong Buy
Mercer upgraded to Strong Buy from Outperform at Raymond James
WSC WillScot
$13.74

0.15 (1.10%)

11/19/18
LEHM
11/19/18
INITIATION
Target $18
LEHM
Equal Weight
WillScot initiated with an Equal Weight at Barclays
Barclays analyst Manav Patnaik started WillScot with an Equal Weight rating and $18 price target.
11/19/18
11/19/18
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. Cognex (CGNX) initiated with a Buy at Berenberg. 2. Yeti (YETI) was initiated with a Buy at Jefferies, Goldman Sachs, Stifel, BofA/Merrill and Citi, an Overweight at Piper Jaffray, KeyBanc, and Morgan Stanley, as well as an Outperform at Baird, William Blair, and Raymond James. 3. WillScot (WSC) initiated with an Equal Weight at Barclays. 4. CarGurus (CARG) initiated with a Buy at SunTrust. 5. Independence Realty Trust (IRT) initiated with an Equalweight at Capital One. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/02/18
10/02/18
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. WillScot (WSC) initiated with a Buy at Deutsche Bank. 2. Scientific Games (SGMS) initiated with a Buy at SunTrust. 3. Omega Healthcare (OHI) initiated with a Neutral at MUFG. 4. BJ's Wholesale (BJ) resumed with a Buy at Citi. 5. Matthews (MATW) initiated with a Buy at Buckingham. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/02/19
BOFA
04/02/19
INITIATION
Target $13.5
BOFA
Buy
WillScot initiated with a Buy at BofA/Merrill
BofA/Merrill analyst Ross Gilardi initiated WillScot $13.50 price target citing execution and positive free cash flow in the second half of 2019.
VRAY ViewRay
$6.78

0.07 (1.04%)

01/16/19
01/16/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Mercantil Bank (AMTB) initiated with a Buy at SunTrust. 2. ViewRay (VRAY) initiated with a Buy at Guggenheim. 3. PTC (PTC) initiated with a Buy at Deutsche Bank. 4. Altice USA (ATUS) and Charter (CHTR) were initiated with a Buy at TD Securities. Charter (CHTR) was also initiated with a Neutral at Nomura Instinet. 5. Take-Two (TTWO) initiated with a Buy at Gabelli. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
01/15/19
GUGG
01/15/19
INITIATION
Target $13
GUGG
Buy
ViewRay initiated with a Buy at Guggenheim
Guggenheim analyst Chris Pasquale started ViewRay with a Buy rating and $13 price target.
12/11/18
12/11/18
INITIATION
Target $7

Equal Weight
Morgan Stanley sees MRIdian ramp challenges, starts ViewRay at Equal Weight
As previously reported, Morgan Stanley analyst Jonathan Demchick started ViewRay with an Equal Weight rating and $7 price target, stating that the company's MRIdian system has the potential to disrupt the $4B-$5B radiation therapy market, but he sees headwinds that will make it more challenging for ViewRay to reach and sustain profitability. These challenges include the fact that the system's broader applicability across disease states is still up for debate, its price point versus conventional linacs is high, and Elekta's MR linac presents competition, Demchick tells investors.Target $7.
12/11/18
MSCO
12/11/18
INITIATION
Target $7
MSCO
Equal Weight
ViewRay initiated with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Jonathan Demchick started ViewRay with an Equal Weight rating and $7 price target.
USM U.S. Cellular
$49.08

0.345 (0.71%)

07/11/18
07/11/18
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. Steven Madden (SHOO) downgraded to Neutral from Outperform at Wedbush with analyst Christopher Svezia citing valuation. 2. Jazz Pharmaceuticals (JAZZ) downgraded to Equal Weight at Morgan Stanley with analyst David Risinger saying he believes potential M&A could add new growth drivers and diversify Jazz from Xyrem, which is expected to represent about 70% of its FY18 revenue, but Risinger also thinks investors already anticipate action on that front. 3. U.S. Cellular (USM) and Telephone and Data (TDS) were downgraded to Underweight from Neutral at JPMorgan. 4. Hess Corp. (HES) downgraded to Underweight from Equal Weight at Barclays with analyst Paul Cheng saying his analysis indicates Hess trades at the "steepest premium" in the group. 5. Westlake Chemical (WLK) downgraded to Neutral from Buy at Nomura Instinet with analyst Aleksey Yefremov saying he expects softer demand to weigh on cyclical stocks and reduced his estimates for seven names in the Americas Chemicals space. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/11/18
JPMS
07/11/18
DOWNGRADE
Target $30
JPMS
Underweight
Telephone and Data downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Philip Cusick downgraded Telephone and Data Systems to Underweight and lowered his price target for the shares to $30 from $32. The analyst cites the recent rally in the stock for his downgrade to Underweight. He also downgraded U.S. Cellular (USM) to Underweight.
07/11/18
JPMS
07/11/18
DOWNGRADE
Target $40
JPMS
Underweight
U.S. Cellular downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Philip Cusick downgraded U.S. Cellular to Underweight and lowered his price target for the shares to $40 from $42. The analyst questions the company's strategic value "in a world that will be increasingly focused on 5G services over time." He believes U.S. Cellular could have "substantial value" in a sale but feels the controlling family has no interest in selling. Cusick is using the stock's recent rally to downgrade the name to Underweight.
DATA Tableau
$120.47

-0.22 (-0.18%)

02/06/19
BMOC
02/06/19
NO CHANGE
Target $145
BMOC
Market Perform
Tableau price target raised to $145 from $125 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on Tableau (DATA) to $145 after its 2019 annual recurring revenue growth outlook of mid-30%. The analyst notes that while the management affirmed its FY19 revenue view, the ARR outlook should support investor interest. Bachman is also keeping his Market Perform rating on Tableau, stating that Adobe (ADBE) and salesforce (CRM) are his preferred companies in the space given their growth profiles.
02/06/19
WELS
02/06/19
NO CHANGE
Target $125
WELS
Market Perform
Tableau price target raised to $125 from $110 at Wells Fargo
Wells Fargo analyst Philip Winslow raised his price target for Tableau to $125 from $110 after the company reported Q4 revenue, operating margin, and EPS above consensus expectations. The analyst reiterates a Market Perform rating on the shares.
04/23/19
BMOC
04/23/19
NO CHANGE
Target $140
BMOC
Market Perform
Tableau price target lowered to $140 from $145 at BMO Capital
BMO Capital analyst Keith Bachman lowered his price target on Tableau to $140 and kept his Market Perform rating after conducting a survey of potential users for its BI and analytics tools. The analyst notes that while 25% of respondents anticipated an increase in spending on self-service BI and analytics, he also sees the market as "very competitive with pricing pressure" and sees Tableau's total addressable market growth of 16%-18% for the next two years. Bachman adds that the company's transition to a subscription-based model could put the stock under pressure in the near term.
02/06/19
BTIG
02/06/19
NO CHANGE
Target $150
BTIG
Buy
Tableau price target raised to $150 from $125 at BTIG
BTIG analyst Edward Parker raised his price target on Tableau to $150 and kept his Buy rating after its Q4 results, saying the company's "transition to subscription revenue is making major strides". The analyst added that Tableau's additional disclosure of KPI metrics that include annual recurring revenue and contract assets gives investors a "much better handle on the health of the business", with the management's investment in furthering product depth and breadth adding to its positive fundamentals.
MSI Motorola Solutions
$142.33

-0.37 (-0.26%)

04/09/19
DBAB
04/09/19
NO CHANGE
Target $160
DBAB
Buy
Motorola Solutions price target raised to $160 from $150 at Deutsche Bank
Deutsche Bank analyst Vijay Bhagavath raised his price target for Motorola Solutions to $160 from $150 saying he's bullish on the next generation public safety theme. The analyst sees a $40B market opportunity with double digit annual growth potential for Motorola Solutions and peers. Video surveillance, analytics and command center solutions are secular growth drivers that are yet to be fully discounted in Motorola Solutions' trading multiple and in consensus estimates, Bhagavath tells investors in a research note. He keeps a Buy rating on the shares.
02/08/19
DBAB
02/08/19
NO CHANGE
Target $150
DBAB
Buy
Motorola Solutions price target raised to $150 from $140 at Deutsche Bank
Deutsche Bank analyst Vijay Bhagavath raised his price target for Motorola Solutions to $150 and keeps a Buy rating on the shares citing the company's "solid" Q4 results and outlook.
02/11/19
FBCO
02/11/19
NO CHANGE
Target $148
FBCO
Outperform
Motorola Solutions price target raised to $148 from $134 at Credit Suisse
Credit Suisse analyst Sami Badri raised his price target for Motorola Solutions to $148 from $134 following quarterly results and given "impressive" forward free cash flow growth. The analyst reiterates an Outperform rating on the shares.
04/02/19
BTIG
04/02/19
NO CHANGE
Target $170
BTIG
Buy
Motorola Solutions price target raised to $170 from $137 at BTIG
BTIG analyst Walter Piecyk raised his price target for Motorola Solutions to $170 from $137. In a research note to investors, Piecyk says he believes Motorola Solutions can sustain mid-single digit revenue growth in 2020 as it continues to expand and deepen its presence in 911 call centers with advanced technology solutions. Motorola's acquisitions and investments in new technologies leverage its distribution with public safety but also open up incremental growth opportunities in the Enterprise space, which currently represents 25% of revenue, Piecyk contends. The analyst maintains a Buy rating.
GILD Gilead
$65.28

0.49 (0.76%)

04/29/19
PIPR
04/29/19
NO CHANGE
Target $75
PIPR
Neutral
Gilead the 'undisputed leader' in cell therapy, says Piper Jaffray
After conducting nearly 30 hours' worth of interviews with C-level management at numerous companies, Piper Jaffray analyst Tyler Van Buren calls Gilead Sciences the "undisputed leader" of the cell therapy space. The majority of the successes and learnings from the current generation of CAR-T products is attributable to Gilead/Kite's efforts, Van Buren tells investors in a research note. Further, he expect the company's ongoing studies and collaborations to "meaningfully improve" cell product characteristics and manufacturing conditions and ultimately result in better patient outcomes. The cell therapy space is still in its infancy and there is an" enormous opportunity ahead,' says the analyst. He keeps a Neutral rating on Gilead with a $75 price target.
04/25/19
PIPR
04/25/19
NO CHANGE
Target $75
PIPR
Neutral
Piper Jaffray 'not shocked at all' by Gilead's STELLAR3 whiff
Piper Jaffray analyst Tyler Van Buren says he is "not shocked at all" by Gilead's STELLAR3 whiff given the prior failure of STELLAR4. With that said, the fact that placebo outperformed selonsertib was particularly unfortunate and suggests that the compound is all but dead, unless the company can revive it via combination strategies, he contends. The analyst believes this further emphasizes the fact that Gilead's pipeline "does not pack enough punch" for a company of its size. Van Burren reiterates a Neutral rating and a $75 price target on the shares.
04/26/19
BERN
04/26/19
INITIATION
Target $82
BERN
Outperform
Gilead initiated with an Outperform at Bernstein
Bernstein analyst Aaron Gal initiated Gilead with an Outperform rating and $82 price target. In a research note to investors, Gal says his thesis focuses on the HIV franchise, where Biktarvy has already captured10% market share and says his firm's physician survey suggests it could be 3x that, adding that he believes HIV will remain largely unmanaged near term except for PrEP, but says rapid growth in PrEP will offset that headwind and Descovy will likely outperform expectations.
04/26/19
04/26/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Vail Resorts (MTN) initiated with a Buy at SunTrust. 2. Tocagen (TOCA) initiated with an Overweight at Cantor Fitzgerald. 3. Dow Inc. (DOW) initiated with a Hold at Argus. 4. Gilead (GILD) initiated with an Outperform at Bernstein. 5. Reed's (REED) initiated with a Buy at Lake Street. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
ANET Arista Networks
$310.96

0.6 (0.19%)

04/29/19
NEED
04/29/19
NO CHANGE
Target $385
NEED
Buy
Arista Networks price target raised to $385 from $315 at Needham
Needham analyst Alex Henderson raised his price target on Arista Networks to $385 and kept his Buy rating ahead of its Q1 earnings, saying that in spite of the "tough comps", he sees a likely "beat and raise" result. The analyst contends that the consensus estimates for the company will "gradually move up to 25% plus revenue and 20% plus EPS growth", and for its current margin structure to be sustained "even as it builds out its Enterprise Sales". Henderson adds that the company's peers are seeing weakness in Cloud, but Arista Networks "says its seeing continued solid demand", which stands to improve further if cloud recovery emerges in the back half of the year.
04/26/19
NOMU
04/26/19
NO CHANGE
Target $375
NOMU
Buy
Arista Networks price target raised to $375 from $275 at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal raised his price target for Arista Networks to $375 from $275 citing greater visibility into the company's Q1 results. The first quarter "is set to be a classic Arista quarter," Kvaal tells investors in a pre-earnings research note. He expects sales at or modestly above the high end of the guidance range, margin upside, and a "solid" beat on earnings. Further, the company's key growth drivers, webscale and enterprise, have "runway well past this year," says Kvaal. He maintains a Buy rating on the shares.
04/25/19
FBCO
04/25/19
NO CHANGE
Target $347
FBCO
Outperform
Arista Networks price target raised to $347 from $317 at Credit Suisse
Credit Suisse analyst Sami Badri raised his price target for Arista Networks to $347 from $317 as he finds increasing evidence that the company's revenue growth and strength will continue through 2019 based on his coverage of the data center sector, tracking key hyperscale infrastructure builds coming online in both Q1 and Q2, with over-indexed capacity commencing in this period versus second half of 2019. The analyst reiterates an Outperform rating on the shares.
04/23/19
MSCO
04/23/19
DOWNGRADE
Target $330
MSCO
Equal Weight
Morgan Stanley downgrades Arista to Equal Weight after 53% year-to-date rally
As previously reported, Morgan Stanley analyst James Faucette downgraded Arista Networks to Equal Weight from Overweight, stating that he feels the valuation has recovered to a level that would imply a more balanced risk/reward with the stock up 53% year-to-date. However, he notes that his checks with select resellers continue to point to growth and share gains for Arista and he raised his price target on Arista shares to $330 from $300.
SRCL Stericycle
$57.22

0.24 (0.42%)

04/17/19
BARD
04/17/19
DOWNGRADE
BARD
Underperform
Stericycle downgraded to Underperform from Neutral at Baird
04/10/19
STFL
04/10/19
NO CHANGE
Target $70
STFL
Buy
Stericycle sees 'realistic potential' for sustainable growth, says Stifel
After traveling with incoming Stericycle CEO Cindy Miller, Stifel analyst Michael Hoffman noted that she expects to become a sustainable, scalable growth company after making Stericycle smaller and leaner, but said that Miller "is not interested in shrinking to greatness." Stericycle's business model is not broken, but it must re-establish it can repeatedly predict its outlook, said Hoffman, who reaffirmed his Buy rating and $70 target price on the stock following the management meeting.
03/22/19
BMOC
03/22/19
NO CHANGE
Target $50
BMOC
Market Perform
Stericycle price target raised to $50 from $45 at BMO Capital
BMO Capital analyst Jeffrey Silber raised his price target on Stericycle to $50 after his meeting with its management, saying the company's business transformation appears to be progressing. While it will take time to play out, the analyst believes that the company's Enterprise Resource Planning and portfolio rationalization efforts are on the right track. Shorter term, Silber keeps his Market Perform rating on Stericycle, noting that while "the company's diversification has reduced some health care end-market risk", its medical waste end market is still facing issues around pricing pressures and industry consolidation.
04/18/19
BARD
04/18/19
DOWNGRADE
Target $44
BARD
Underperform
Stericycle downgraded to Underperform from Neutral at Baird
Baird analyst David Manthey downgraded Stericycle to Underperform from Neutral and maintained a $44 price target, telling investors in a research note that he believes sentiment is "overly optimistic." Manthey says new management and reduced guidance "do not represent the solution," but rather the starting point of a "long road," and while he can envision a path to $80+ in 2023, it is "not an easy one." He thinks "demonstrably" better results will be years away and investors are "whistling past a myriad" of lingering issues.
FND Floor & Decor
$48.24

0.6 (1.26%)

04/24/19
WELS
04/24/19
NO CHANGE
Target $54
WELS
Outperform
Floor & Decor price target raised to $54 from $45 at Wells Fargo
Wells Fargo analyst Zachary Fadem raised his price target for Floor & Decor to $54 from $45 saying that despite considerable outperformance, FY19 guidance still looks conservative. As overhangs continue to fall, the analyst views Q1 as unlikely stumbling block. Fadem reiterates an Outperform rating on the shares.
04/24/19
UBSW
04/24/19
NO CHANGE
Target $55
UBSW
Buy
Floor & Decor price target raised to $55 from $44 at UBS
UBS analyst Michael Lasser raised his price target on Floor & Decor to $55 and kept his Buy rating ahead of its Q1 results, saying UBS Evidence Lab Housing Intentions survey indicates the the "hard surface flooring projects are popular." The analyst contends that the near-term industry demand looks "solid", as the 10% of survey respondents intending to add new wood or tile floor in the next 3 months as of December increased by another 2% as of March.
04/23/19
SPHN
04/23/19
INITIATION
Target $56
SPHN
Overweight
Floor & Decor initiated with an Overweight at Stephens
Stephens analyst Rick Nelson initiated Floor & Decor with an Overweight rating and $56 price target, stating that he sees a runway for 400 locations from the current base of 100 stores and believes any housing-related weakness can be mitigated by growing brand awareness and margin expansion.
04/25/19
WEDB
04/25/19
NO CHANGE
Target $48
WEDB
Outperform
Floor & Decor price target raised to $48 from $43 at Wedbush
Wedbush analyst Seth Basham raised his price target for Floor & Deck to $48 from $43 to reflect brighter prospects for this "category killer," but notes that near-term risk/reward is less favorable given shares have risen much faster than earnings estimates. The analyst looks for at least in-line results from the company when it reports Q1 earnings. He reiterates an Outperform rating on the shares.
GMED Globus Medical
$45.97

1.84 (4.17%)

02/28/19
02/28/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Fitbit (FIT) upgraded to Buy from Neutral at DA Davidson analyst Tom Forte citing Q4 results and outlook for Q1 and FY19. 2. Hain Celestial (HAIN) upgraded to Overweight from Neutral at JPMorgan with analyst Ken Goldman citing the company's "compelling" investor day, the analyst has increased confidence in Hain's ability to drive margin growth over the next few years. 3. Athene Holding (ATH) upgraded to Outperform from Market Perform at BMO Capital with analyst James Fotheringham saying the valuation multiple on the stock may have finally passed its trough at its current 5.5-times two-year forward earnings multiple and believes that its core business should be valued at 6.4-times. 4. Wabco (WBC) upgraded to Neutral from Underweight at JPMorgan and to Hold from Sell at Vertical Research. 5. Globus Medical (GMED) upgraded to Buy from Neutral at UBS with analyst Matthew Taylor saying the company has delivered several quarters in a row of improving spine growth, which confirms robot placements are leading to implant pull-through. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/28/19
UBSW
02/28/19
UPGRADE
Target $55
UBSW
Buy
Globus Medical upgraded to Buy from Neutral at UBS
UBS analyst Matthew Taylor upgraded Globus Medical to Buy with an unchanged price target of $55. The company has delivered several quarters in a row of improving spine growth, which confirms robot placements are leading to implant pull-through, Taylor tells investors in a research note. He views this as a "promising sign" for future growth and believes Globus is ahead of competitors. Feedback on the company's Excelsius robot has been positive, adds the analyst.
02/10/19
PIPR
02/10/19
NO CHANGE
Target $70
PIPR
Overweight
Piper Jaffray does not believe Smith & Nephew, NuVasive deal will occur
Following an article by the Financial Times that indicated Smith & Nephew (SNN) was in talks to acquire NuVasive (NUVA), Piper Jaffray analyst Matt O'Brien says he does not believe this transaction will occur as the spine market does not grow much making it less attractive than other orthopedic segments and the landscape is littered with failed spine deals. The analyst thinks investors in NuVasive should take some profit, and anticipates shares of Wright Medical (WMGI) will trade lower on Monday as the most likely suitor for them would be off the table if a NuVasive deal occurred. Finally, the analyst believes a Smith & Nephew/NuVasive combination would be positive for Globus Medical (GMED) and SeaSpine (SPNE) as they would likely take share in the category. O'Brien reiterates an Overweight rating and $ 70 price target on NuVasive's shares.
01/02/19
01/02/19
DOWNGRADE
Target $49

Equal Weight
Morgan Stanley cuts Globus to Equal Weight, sees consensus as too aggressive
As previously reported, Morgan Stanley analyst Jonathan Demchick downgraded Globus Medical (GMED) to Equal Weight from Overweight, contending that consensus expectations have become too aggressive and need to be reset. The analyst argues that pent-up demand may have elevated 2018 robotic sales and that Medtronic's (MDT) Mazor X Stealth approval and bundling efforts may pressure Globus sales in 2019. Demchick lowered his price target on Globus shares to $49 from $64.
TDC Teradata
$43.70

-0.595 (-1.34%)

03/20/19
03/20/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Monster Beverage (MNST) downgraded to Neutral from Conviction Buy at Goldman Sachs with analyst Judy Hong saying the company's U.S. sales could remain softer than expected in the near term, driving downward estimate revisions. 2. FedEx (FDX) downgraded to Neutral from Overweight at JPMorgan with analyst Brian Ossenbeck noting FedEx's outlook was lowered more than expected as legacy Express leverage to a strong airfreight market was muted and the full TNT integration remains a second half of 2020 event. 3. Rockwell Automation (ROK) downgraded to Neutral from Buy at UBS with analyst Peter Lennox-King seeing a balanced risk/reward profile given the company's "decelerating growth outlook." 4. Teradata (TDC) downgraded to Sell from Neutral at Citi with analyst Tyler Radke saying shares are up over 20% since the company preannounced a strong Q4, but the quarter benefitted from one-offs. 5. Envestnet (ENV) downgraded to Neutral from Buy at DA Davidson with analyst Peter Heckmann noting the rebound in shares has taken valuation on the stock to more fair levels. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/08/19
BMOC
02/08/19
NO CHANGE
Target $45
BMOC
Market Perform
Teradata price target raised to $45 from $40 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on Teradata to $45 after its better than expected Q4 results and recurring revenue but kept his Market Perform rating to reflect the more mixed 2019 outlook. The analyst cites the management's view of a "meaningful decline in perpetual revenues" along with a 15-20% decline in consulting income.
03/20/19
SBSH
03/20/19
DOWNGRADE
Target $36
SBSH
Sell
Teradata downgraded to Sell from Neutral at Citi
Citi analyst Tyler Radke downgraded Teradata to Sell from Neutral and lowered his price target for the shares to $36. The analyst says the company's long-term bull case "looks more cloudy."
03/20/19
SBSH
03/20/19
DOWNGRADE
Target $36
SBSH
Sell
Citi downgrades Teradata to Sell on 'tougher set-up' in 2019
Citi analyst Tyler Radke downgraded Teradata to Sell from Neutral and lowered his price target for the shares to $36 from $42. The shares are up over 20% since the company preannounced a strong Q4, but the quarter benefitted from one-offs, Radke tells investors in a research note. Sales responded to favorable incentives that go away, and customers were pre-buying ahead of 2019 pricing hikes, contends the analyst. He sees a "tougher set-up" for Teradata in 2019 as the company rolls out a new product and pricing strategy "into a somewhat skeptical customer base."
EPAY Bottomline Technologies
$50.36

0.99 (2.01%)

02/01/19
DADA
02/01/19
NO CHANGE
Target $47
DADA
Neutral
Bottomline Technologies price target lowered to $47 from $56 at DA Davidson
DA Davidson analyst Peter Heckmann lowered his price target on Bottomline Technologies to $47 and kept his Neutral rating after its results, saying that Q2 revenues edged out his expectations but the guidance for Q3 was disappointing due to increased FX headwinds related to weaker GBP. The analyst adds that the "more significant decline in earnings guidance was not fully explained" on the call despite a number of questions on the matter, also lowering his FY20 and FY21 EPS forecasts by 18c and 20c respectively to $1.52 and $1.76.
02/01/19
RAJA
02/01/19
NO CHANGE
Target $65
RAJA
Strong Buy
Bottomline Technologies price target lowered to $65 from $77 at Raymond James
Raymond James analyst John Davis lowered his estimates for Bottomline Technologies and cut his price target on the stock to $65 from $77 stating that the company's Q2 results were in-line to slightly better "pretty much across the board" outside of subs and transactions. However, he believes there is likely "some ASC 606 related noise" and said "there certainly wasn't anything thesis-changing in the quarter." Davis keeps a Strong Buy rating on Bottomline shares.
02/04/19
BRRR
02/04/19
NO CHANGE
BRRR
Outperform
Bottomline target range lowered to $55-$60 from $60-$65 at Barrington
Barrington analyst Gary Prestopino lowered his price target range for Bottomline Technologies to $55-$60 from $60-$65 after the company reduced its fiscal 2019 guidance to reflect currency moves. The analyst slightly lowered his adjusted EBITDA estimates for fiscal 2019 and 2020 but keeps an Outperform rating on Bottomline.
02/01/19
CHLM
02/01/19
NO CHANGE
Target $55
CHLM
Hold
Bottomline Technologies price target cut to $55 from $63 at Craig-Hallum
Craig-Hallum analyst George Sutton maintained a Hold rating on Bottomline Technologies and cut his price target to $55 from $63, telling investors in a research note that while the company's headline results for Q2 were "reasonable," the details weren't particularly good with the important subs and transactions line missing estimates. Sutton believes the reduction in guidance to below the long-standing $300M revenue bogey for subscription and transaction revenue was disappointing, but was modestly encouraged that backlog improved a bit y/y vs. declines in the prior quarter.
LOCO El Pollo Loco
$13.27

0.12 (0.91%)

10/03/18
10/03/18
UPGRADE
Target $80

Buy
Wingstop upgraded to Buy after meetings add confidence at Guggenheim
As previously reported, Guggenheim analyst Matthew DiFrisco upgraded Wingstop (WING) to Buy from Neutral after meetings at the firm's Emerging Growth Restaurant Summit reaffirmed that consumer restaurant demand is strengthening. He has increased confidence in Wingstop's ability to support mid-single digit same-store sales growth and double-digit expansion through 2025 following the meetings, DiFrisco tells investors. Following the event, the analyst set an $80 price target on Wingstop shares and he also raised his price target on El Pollo Loco (LOCO) to $17 from $14 and increased his price target on Habit Restaurants (HABT) to $17 from $15.
09/25/18
BARD
09/25/18
NO CHANGE
BARD
M&A interest could put near-term floor under restaurant valuations, says Baird
Baird analyst David Tarantino said Sonic's (SONC) agreement to be acquired by Inspire Brands, which also bought Buffalo Wild Wings last year, underscores that private equity firms continue to have interest in putting money to work in the restaurant sector, which he thinks could help to put a floor on the valuations of publicly-traded restaurant stocks. Among the stocks in the sector that he covers, Tarantino views Jack in the Box (JACK), El Pollo Loco (LOCO), Chuy's (CHUY), Habit Restaurants (HABT) and Potbelly (PBPB) as among those that theoretically could attract buyout interest at their current multiples, he tells investors.
LPSN LivePerson
$29.88

1.1 (3.82%)

04/01/19
JEFF
04/01/19
INITIATION
Target $36
JEFF
Buy
LivePerson initiated with a Buy at Jefferies
Jefferies analyst Samad Samana started LivePerson with a Buy rating and $36 price target. The company is well positioned to benefit from consumers' increasing preference for engaging with brands via messaging, which is driving the rise of "conversational commerce," Samana tells investors in a research note. He expects LivePerson's "strong" market position and growth investments to drive accelerating revenue growth through 2020, with margin expansion.
03/25/19
PIPR
03/25/19
INITIATION
Target $39
PIPR
Overweight
LivePerson initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Alex Zukin started LivePerson with an Overweight rating and $39 price target. The analyst views the company as a "relatively inexpensive" way to play the business-to-consumer digital transformation trend as brands "look to fundamentally evolve their relationships with customers in a digital-first world." The secular shift of voice to messaging to artificial intelligence is both "real and massive," and as an early mover with legacy roots and advantages, LivePerson is well positioned, Zukin tells investors in a research note.
04/01/19
04/01/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. comScore (SCOR) initiated with a Market Perform at Wells Fargo. 2. Chevron (CVX) initiated with an Overweight at Morgan Stanley, while Exxon Mobil (XOM) was initiated with an Equal Weight. 3. Lyft (LYFT) initiated with a Neutral at Guggenheim and an Equal Weight at Consumer Edge. 4. LivePerson (LPSN) initiated with a Buy at Jefferies. 5. Dow Inc. (DOW) initiated with a Hold at Vertical Research. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
03/25/19
03/25/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Frontdoor (FTDR) initiated with an Overweight at JPMorgan. 2. LivePerson (LPSN) initiated with an Overweight at Piper Jaffray. 3. Kaleido Biosciences (KLDO) initiated with an Overweight at Morgan Stanley, a Buy at Canaccord and Goldman Sachs, and a Neutral at JPMorgan. 4. Fox Corp. (FOXA) initiated with a Hold at Loop Capital and an Overweight at JPMorgan. 5. Gold Resource (GORO) initiated with a Buy at H.C. Wainwright. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
PLNT Planet Fitness
$75.36

0.04 (0.05%)

04/02/19
BARD
04/02/19
NO CHANGE
Target $75
BARD
Outperform
Planet Fitness price target raised to $75 from $70 at Baird
Baird analyst Jonathan Komp raised his price target on Planet Fitness shares to $75 from $70 after his latest checks indicated that the company likely reached, or slightly exceeded, the consensus Q1 unit growth target. Following the positive checks, he is now are more confident in an upside scenario to 2019 unit guidance, which could support 3c-5c in full-year EPS upside, Komp tells investors. He maintains an Outperform rating on Planet Fitness shares.
04/29/19
BARD
04/29/19
NO CHANGE
Target $80
BARD
Outperform
Planet Fitness price target raised to $80 from $75 at Baird
Baird analyst Jonathan Komp raised his price target for Planet Fitness to $80 from $75 and maintained an Outperform rating ahead of the company's quarterly earnings report on May 2, saying he expects system units near or slightly above 1,805 based on checks, with comps likely tracking near or above 8.5% growth, including continued membership gains, a slight increase in black card penetration and a benefit from the late-2019 Black Card price hike. While Planet Fitness is no longer a top idea, Komp says he still sees a very good fundamental backdrop as top-line momentum supports an upward bias to 2019E EPS.
04/29/19
PIPR
04/29/19
NO CHANGE
Target $84
PIPR
Overweight
Planet Fitness price target raised to $84 from $70 at Piper Jaffray
Piper Jaffray analyst Peter Keith raised his price target for Planet Fitness to $84 from $70 and reiterates an Overweight rating on the shares ahead of the company's Q1 results on May 2.The recently announced nationwide rollout of the company's "Teen Summer Challenge", which offers teens a free summer gym membership, is a great way to introduce generation Z members to the brand and build brand loyalty at an early age, Keith tells investors in a research note. Further, the analyst believes Planet Fitness' replacement equipment sales growth guidance for 2019 is likely conservative, and can show "notable upside." Keith also views the stock as "relatively attractive" on a valuation basis.
04/29/19
COWN
04/29/19
NO CHANGE
Target $85
COWN
Outperform
Planet Fitness price target raised to $85 from $65 at Cowen
Cowen analyst Oliver Chen acknowledged that expectations are high for Planet Fitness with the stock up 42% year-to-date, but he believes the stock should trade near a high-growth peer average multiple given its strong fundamentals. The firm's consumer tracker indicates continuous improvement in membership growth and Chen sees Planet being well positioned for a solid quarter and to raise guidance modestly. Ahead of earnings, the analyst raised his price target on Planet Fitness shares to $85 from $65 and reiterated his Outperform rating.
LGND Ligand
$126.69

0.88 (0.70%)

03/07/19
ROTH
03/07/19
NO CHANGE
Target $180
ROTH
Buy
Ligand price target lowered to $180 form $195 at Roth Capital
Roth Capital analyst Scott Henry lowered his price target for Ligand to $180 from $195 following its divestiture of the Promacta royalty stream. The analyst reiterates a Buy rating on the shares.
03/13/19
ROTH
03/13/19
NO CHANGE
Target $190
ROTH
Buy
Ligand price target raised to $190 from $180 at Roth Capital
Roth Capital analyst Scott Henry raised his price target for Ligand Pharmaceuticals to $190 from $180 following yesterday's analyst meeting. The company's base business is better than expected, Henry tells investors in a research note. The analyst upped his 2020 revenue target to $126M from $118M and sees upside to Ligand's targets based on milestones. He reiterates a Buy rating on the stock.
03/20/19
HCWC
03/20/19
NO CHANGE
Target $254
HCWC
Buy
Ligand receives royalty on sales of Zulresso, says H.C. Wainwright
H.C. Wainwright analyst Joseph Pantginis points out that Ligand Pharmaceuticals (LGND) is entitled to a 3% royalty on the sales of Sage Therapeutics' (SAGE) Zulresso, which just received FDA approval. The approval also provides Ligand with a $3M milestone payment, Pantginis tells investors in a research note. The analyst thinks Zulresso "should maintain a comfortable niche" and he reiterates a Buy rating on Ligand with a $254 price target.
03/06/19
HCWC
03/06/19
NO CHANGE
Target $254
HCWC
Buy
Ligand price target lowered to $254 from $281 at H.C. Wainwright
H.C. Wainwright analyst Joseph Pantginis lowered his price target for Ligand Pharmaceuticals to $254 after the company announced the sale of its royalty stake in Promacta to Royalty Pharma for $827M in cash. The analyst, however, sees important strategic reasons why management decided to conduct this transaction. Ligand is monetizing a disproportionately large asset before losing value due to patent expirations and increasing competition, Pantginis tells investors in a research note. He keeps a Buy rating on Ligand.
NPTN NeoPhotonics
$6.90

0.03 (0.44%)

04/29/19
MKMP
04/29/19
INITIATION
Target $9
MKMP
Buy
NeoPhotonics initiated with a Buy at MKM Partners
MKM Partners initiated NeoPhotonics with a Buy and $9 price target.
04/30/19
04/30/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Zoom Video (ZM) initiated with an Outperform at Bernstein and a Neutral at Rosenblatt. 2. NeoPhotonics (NPTN) initiated with a Buy at MKM Partners. 3. PennantPark (PNNT) initiated with an Outperform at Raymond James. 4. Jacobs Engineering (JEC) reinstated with an Overweight at Barclays. 5. Synlogic (SYBX) initiated with a Buy at Jefferies. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
12/18/18
NEED
12/18/18
NO CHANGE
Target $62
NEED
Buy
Fabrinet price target raised to $62 from $58 at Needham
Needham analyst Alex Henderson raised his price target on Fabrinet (FN) to $62 and kept his Buy, citing the recent commentary from Ciena (CIEN) regarding "strong optical demand" as well as his site visits to Lumentum (LITE) and NeoPhotonics (NPTN). The analyst believes that Fabrinet is "well positioned" as companies move out of China" and look for production alternatives, while its recent acquisitions in the optical space should "add business to Fabrinet". Henderson further notes that the global demand for optical products is looking "robust".
04/30/19
04/30/19
INITIATION
Target $9

Buy
NeoPhotonics initiated with a Buy at MKM Partners
As previously reported, MKM Partners analyst Michael Genovese initiated NeoPhotonics with a Buy rating and a price target of $9 ahead of its earnings this week. The analyst says he is not concerned by the "customer concentration" of Huawei, which has made up 46% of its sales last year, since he believes it to be unlikely for it to be banned from buying U.S. components. Instead, Genovese points to NeoPhotonics increasing its revenues by 10% while also boosting its gross margins by 14 percent points in 2018.
BGS B&G Foods
$24.93

-0.55 (-2.16%)

01/10/19
01/10/19
DOWNGRADE
Target $33

Market Perform
B&G Foods cut to Market Perform at BMO Capital on valuation, portfolio mix
As previously reported, BMO Capital analyst Kenneth Zaslow downgraded B&G Foods to Market Perform from Outperform and lowered his price target to $33 from $37. The analyst says that the rating change does not reflect a "negative or unfavorable change in our current view or outlook of the company", but sees the case for the stock as "less persuasive" at current valuation. Zaslow adds that once the uncertainty regarding the company's dividend policy has dissipated, the stock has recovered its valuation gap relative to the packaged group average, trading at 12-times enterprise value to EBITDA multiple vs. peer group's 10-times.
02/27/19
BUCK
02/27/19
DOWNGRADE
BUCK
Neutral
B&G Foods downgraded to Neutral from Buy at Buckingham
02/28/19
BMOC
02/28/19
NO CHANGE
Target $28
BMOC
Market Perform
B&G Foods price target lowered to $28 from $33 at BMO Capital
BMO Capital analyst Kenneth Zaslow lowered his price target on B&G Foods to $28 and kept his Market Perform rating after its Q4 earnings miss that was driven by "less pricing benefit, negative product mix, and lower realization of cost saving". The analyst adds that while the company is more focused on cost savings and the new management is more conservative on guidance, he is concerned with the potential for more aggressive pricing actions, unfavorable volume elasticity, and the possibility of acquisitions.
02/27/19
BUCK
02/27/19
DOWNGRADE
Target $23
BUCK
Neutral
B&G Foods downgraded to Neutral from Buy at Buckingham
Buckingham analyst Eric Larson downgraded B&G Foods to Neutral and also lowered his price target to $23 from $36 after its Q4 earnings miss and below-consensus outlook for 2019. The analyst points to the disappointing net pricing and cost savings metrics in the quarter, stating that "investors will need to see stronger execution in order to restore confidence" that the company's strategies will work in a "difficult operating environment." Larson adds that while B&G Foods has "ample" free cash to support its dividend, the company's expected 2019 EBITDA growth is "anemic".
ATVI Activision Blizzard
$49.56

0.81 (1.66%)

05/01/19
BTIG
05/01/19
NO CHANGE
BTIG
Twitch viewership of Apex Legends has fallen dramatically, says BTIG
After reaching 50M users within a month, Twitch viewership for Electronic Arts' (EA) Apex Legends has fallen off dramatically, BTIG analyst Brandon Ross told investors yesterday in a blog post. The analyst, who notes he hasn't received a player number from EA's Respawn studio since early March, believes the Twitch metrics are very relevant about the state of in-game engagement. He thinks Apex Legends' engagement has suffered since Respawn has not provided enough content and has introduced content too slowly. Further, there have also been numerous technical problems, adds Ross. The challenges of Respawn to capitalize on the game's fast start show why free-to-play is unlikely to become a major threat to the traditional triple-A video game model, says the analyst. In addition, Ross' survey work indicates Activision Blizzard's Call of Duty was likely impacted the most by Apex Legends.
04/29/19
SPHN
04/29/19
NO CHANGE
Target $120
SPHN
Overweight
Stephens makes Take-Two best idea over EA, boosts target to $120 from $110
Stephens analyst Jeff Cohen raised his price target for Take-Two Interactive (TTWO) to $120 from $110 and changed his best idea from Electronic Arts (EA) to the company. The analyst, who still wants to own EA, points out EA shares have outperformed Take-Two and Activision Blizzard (ATVI) year-to-date by ~25% and ~16%, respectively. Take-Two's underperformance has been driven by disappointment with the early results from Red Dead Online, Cohen tells investors in a research note. However, he believes investor expectations around this game have been "right-sized and now the mode has the potential to surprise to the upside once substantial content is added." Further, fan excitement around upcoming releases, Borderlands 3 and The Outer Worlds, has not been priced into the stock, says Cohen. He recommends buying Take-Two ahead of its earnings report on May 13 and keeps an Overweight rating on the shares.
04/22/19
PIPR
04/22/19
NO CHANGE
PIPR
March NPD video game sales dropped 17% year-over-year, says Piper Jaffray
March NPD video game sales were down 17% year-over-year, and down 8% for the full March quarter, despite a strong lineup of titles, Piper Jaffray analyst Michael Olson tells investors in a research note. Top titles for all of Q1 included Kingdom Hearts III from Square Enix and Nintendo titles Super Smash Bros. Ultimate and New Super Mario Bros. U Deluxe, adds the analyst. Despite the industry decline, Olson believes the data is most positive for Activision Blizzard (ATVI), with incremental title Sekiro: Shadows Die Twice. The data is less positive for Electronic Arts (EA) and Take-Two, says Olson. However, he points out that the EA data does not include free to play title Apex Legends and Take-Two data does not include GTA Online. The analyst maintains Overweight ratings on Activision, EA and Take-Two.
04/22/19
PIPR
04/22/19
NO CHANGE
PIPR
Activision, Zynga Q1 mobile revenue have upside potential, says Piper Jaffray
Piper Jaffray analyst Michael Olson says his firm's Q1 "mobile meter" analysis of iOS app rankings suggests Q1 mobile revenue for Activision Blizzard (ATVI) and Zynga (ZNGA) has upside potential, with Glu Mobile (GLUU) likely in-line and Electronic Arts (EA) tracking slightly below. For Activision and Zynga, titles in the top 100 and average rank both improved quarter, Olson tells investors in a research note. For Activision, the analyst is modeling a 1% quarter-over-quarter decline in King revenue, while for Zynga, he's modeling a 26% increase in mobile. Glu Mobile rankings worsened quarter-over-quarter, as expected, due to seasonal decline in Tap Sports Baseball, says the analyst. However, he notes this appears in-line with his estimate for down 7% quarter-over-quarter in-app transaction revenue. EA mobile data was down quarter-over-quarter, Olson notes, but he estimates a 2% increase in mobile revenue, "so this is slightly below plan." The analyst keeps Overweight ratings on Activision, EA, Glu Mobile, Take-Two (TTWO) and Zynga.
KLIC Kulicke & Soffa
$22.58

-0.27 (-1.18%)

11/20/18
DADA
11/20/18
NO CHANGE
Target $32
DADA
Buy
Kulicke & Soffa price target lowered to $32 from $35 at DA Davidson
DA Davidson analyst Thomas Diffely lowered his price target on Kulicke & Soffa to $32 and also lowered his FY19 EPS view to $1.70 from $2.25, saying the weakness in China is accentuating its seasonal dip. The analyst cites the trade war uncertainty impacting current activity levels in China, along with the continued oversupply of NAND memory, and the recent buildout in capacity based on several strong quarters of shipments. The analyst also keeps his Buy rating on Kulicke & Soffa longer term, saying its fundamentals should "remain strong in the emerging data driven economy" and sees the "seemingly insatiable thirst for data and the resulting proliferation of chips and sensors" continue to drive the company's core, unit driven, wire bonding business for some time.
07/11/18
RILY
07/11/18
NO CHANGE
Target $38
RILY
Buy
Kulicke & Soffa price target raised to $38 from $36 at B. Riley FBR
B. Riley FBR analyst Craig Ellis raised his price target for Kulicke & Soffa to $38 saying the company's target earnings at its analyst day came in better than expected. The analyst reiterates a Buy rating on the shares.
09/10/18
STFL
09/10/18
NO CHANGE
STFL
Stifel maintains near-term outlook on WFE despite KLA-Tencor comments
Stifel analyst Patrick Ho attributes last week's sharp selloff in semiconductor capital equipment stocks to comments made by KLA-Tencor's (KLAC) management regarding additional push-outs coming from the DRAM space. Following KLA-Tencor comments that DRAM suppliers had "pushed out" the timing of some initial tool deliveries into the first half of calendar 2019, Ho said his checks suggest that these push outs are coming from multiple players, one of which had already been hinted at earlier. Given potential DRAM push outs, some of which were already factored into his current forecast, Ho believes 2018 WFE could end up between $48-$50B, which he notes would be up slightly from $47.5B in 2017. For 2019, his current WFE forecast calls for $53B-$55B, or up 5%-10%, which Ho said he will maintain for now. His preferred semi capital equipment names are Applied Materials (AMAT), MKS Instruments (MKSI) and Ichor Holdings (ICHR), on all of which Ho has Buy ratings. Others in the space include Lam Research (LRCX), ASML (ASML), Teradyne (TER) and Kulicke & Soffa (KLIC).
11/20/18
CHLM
11/20/18
INITIATION
Target $30
CHLM
Buy
Kulicke & Soffa initiated with a Buy at Craig-Hallum
Craig-Hallum analyst Christian Schwab started Kulicke & Soffa with a Buy rating and $30 price target. The analyst notes that management believes the current business softness will be short term in nature, and revenues are expected to stabilize at current levels and accelerate meaningfully in the 2H of FY19. Schwab believes the company's significant cash balance and meaningful multi-year earnings potential create an attractive risk/reward.
HLF Herbalife Nutrition
$52.91

-0.86 (-1.60%)

02/26/19
JEFF
02/26/19
NO CHANGE
Target $65
JEFF
Buy
Herbalife Nutrition outlook likely to end up being conservative, says Jefferies
Despite softer than expected Q4 results and uncertainty around its China business, Herbalife Nutrition's fiscal 2019 guidance will likely end up being conservative owing to positive momentum in sales in most regions excluding China, Jefferies analyst Akshay Jagdale tells investors in a research note. The analyst continues to believe Herbalife can sustainably grow sales at least inline with its total addressable market growth rate of 6%, expand margins, and drive incremental earnings upside via accretive free cash flow usage. He keeps a Buy rating on the shares with a $65 price target.
01/09/19
JEFF
01/09/19
NO CHANGE
Target $65
JEFF
Buy
Herbalife Nutrition momentum intact despite CEO change, says Jefferies
While CEO transitions are seldom smooth, continuity should not be an issue with Herbalife Nutrition given the interim CEO ran the company from 2003 to 2017, Jefferies analyst Akshay Jagdale tells investors in a research note. The analyst also points out that the new CEO is expected to come from company's "strong/long tenured bench." Further, he is encouraged by Herbalife's "strong" Q4 volume performance and reaffirmation of its fiscal 2019 guidance. Jagdale believes Herbalife's business momentum is intact and he keeps a Buy rating on the shares with a $65 price target.
04/10/19
ARGS
04/10/19
DOWNGRADE
ARGS
Hold
Herbalife Nutrition downgraded to Hold from Buy at Argus
Argus analyst John Staszak downgraded Herbalife Nutrition to Hold from Buy.
04/10/19
04/10/19
DOWNGRADE

Hold
Herbalife Nutrition downgraded to Hold from Buy at Argus
As previously reported, Argus analyst John Staszak downgraded Herbalife Nutrition to Hold from Buy, saying the stock looks "fairly valued" at current levels and reflects expectations for a revenue decline of 4%-8% and a roughly flat earnings growth in FY19 that the management guided in February. The analyst also notes that after "aggressive" stock buybacks in recent quarters, the management has not yet offered an outlook for repurchases in 2019. Staszak claims that he we return to a Buy rating on Herbalife Nutrition if the company accelerates its buyback program or if earnings exceed his forecasts.
PXLW Pixelworks
$4.55

0.05 (1.11%)

10/05/18
ROTH
10/05/18
NO CHANGE
ROTH
Buy
Pixelworks a differentiated investment opportunity, says Roth Capital
Roth Capital analyst Suji Desilva maintained a Buy rating on Pixelworks, telling investors in a research note that the company represents a differentiated investment opportunity in video display processing capabilities. Desilva says he is "encouraged" by HMD Global's Nokia 7.1 mainstream smartphone, utilizes the company's Iris Gen 4 mobile processor.
08/31/18
ROTH
08/31/18
NO CHANGE
Target $7
ROTH
Buy
Roth Capital encouraged by good reviews for Pixelworks-powered Axon 9
Roth Capital analyst Suji Desilva said he was encouraged by positive reviews for ZTE's (ZTCOY) Axon 9 smartphone, which uses Pixelworks' (PXLW) Iris mobile processor. Of note, reviews have emphasized the high aspect ratio OLED display and viewing quality, affirming his constructive thesis on the value of Pixelworks' core video technology, Desilva tells investors. He raised his price target on Pixelworks shares to $7 from $6 and maintains a Buy rating on the stock.
05/30/18
LSCM
05/30/18
NO CHANGE
Target $6.5
LSCM
Buy
Pixelworks positioned for 'meaningful' sales growth, says Lake Street
Lake Street analyst Jaeson Schmidt left a visit to Pixelworks headquarters continuing to believe the company can see "meaningful" sales growth longer-term driven by its mobile and video delivery businesses. He believes Pixelworks' mobile business, while still small, has "strong" pipeline and customer engagements, which will likely lead to additional win announcements later this year. The analyst reiterates a Buy rating on the shares with a $6.50 price target.
09/05/18
NORL
09/05/18
INITIATION
Target $8.5
NORL
Outperform
Pixelworks initiated with an Outperform at Northland
Northland initiated Pixelworks with an Outperform and $8.50 price target.
TTOO T2 Biosystems
$2.53

0.04 (1.61%)

09/20/18
CANT
09/20/18
INITIATION
Target $11
CANT
Overweight
T2 Biosystems initiated with an Overweight at Cantor Fitzgerald
Cantor Fitzgerald analyst Jordan Abrams started T2 Biosystems with an Overweight rating and $11 price target. The analyst believes the company's direct-from-whole-blood species-specific technology has the potential to change the standard of care for sepsis diagnostics.
06/01/18
06/01/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. American Airlines (AAL) upgraded to Outperform from In-Line at Imperial Capital with analyst Michael Derchin saying American is likely to reduce capacity starting in the post-labor day period, which should be well received by investors. 2. T2 Biosystems (TTOO) upgraded to Outperform from Market Perform at Leerink with analyst Puneet Souda saying this week's T2bacteria FDA clearance expands the company's market opportunity "dramatically" from $1.4B to over $3B. 3. Highwoods Properties (HIW) upgraded to Buy from Hold at Stifel with analyst John Guinee saying he believes the macro environment is changing to the positive for REITs. 4. Toyota (TM) upgraded to Outperform from Neutral at Daiwa. 5. RLJ Lodging Trust (RLJ) upgraded to Overweight from Equal Weight at Barclays with analyst Felicia Hendrix saying she views the current valuation as attractive and sees a strong RevPAR outlook for 2019. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/01/18
LEER
06/01/18
UPGRADE
Target $12
LEER
Outperform
T2 Biosystems upgraded to Outperform with $12 target at Leerink
Leerink analyst Puneet Souda upgraded T2 Biosystems to Outperform from Market Perform and raised his price target for the shares to $12 from $5. This week's T2bacteria FDA clearance expands the company's market opportunity "dramatically" from $1.4B to over $3B, Souda tells investors in a research note. He believes T2 is "highly underpenetrated" in its core markets, but feels it can now penetrate the broader $1.5B-$2.0B bacterial sepsis market with an immediate entry into the hospital emergency departments, which the analyst values at $300M
03/05/19
ADAM
03/05/19
NO CHANGE
Target $10
ADAM
Buy
T2 Biosystems should be bought on weakness after short report, says Canaccord
Canaccord analyst Mark Massaro says shares of T2 Biosystems are under pressure on a short report that appears on Seeking Alpha. While the report says that breakthrough Device designation by the FDA is not an acknowledgement of the device's effectiveness or clinical value proposition, or that the device has value, only that it diagnoses life-threatening disease, the analyst still sees the designation as a positive. The analyst also does not agree with the short report's arguments that the company's small device sales number are worse than they seem, the T2MR bacterial test does not replace blood cultures and that many other similar bloodstream test devices have gone bust. While the author of the report expects the company to lower 2019 guidance, Massaro does not believe he "substantiates his view in this report." The analyst reiterates a Buy rating and a $10 price target on the shares, and recommends buying the stock on weakness.
SWKS Skyworks
$90.79

2.405 (2.72%)

04/17/19
MACQ
04/17/19
DOWNGRADE
MACQ
Neutral
Skyworks downgraded to Neutral from Outperform at Macquarie
03/06/19
OTRG
03/06/19
NO CHANGE
OTRG
Apple likely to use Intel 5G modem in 2020 iPhones, says OTR Global
OTR Global said after discussions with executives in the Asian supply chain that it believes Apple (AAPL) is most likely to use Intel's (INTC) 5G modem in its 2020 iPhones, but probably would use multiple vendors for RF solutions. Aside from Skyworks (SWKS), which has a partnership with Intel, possible RF vendors for the 2020 iPhones include Broadcom (AVGO), Qorvo (QRVO) and Murata, OTR stated in its note to investors.
04/17/19
04/17/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. PayPal (PYPL) downgraded to Neutral from Buy at UBS with analyst Eric Wasserstrom saying his analysis of PayPal's core operations indicates "limited beat-and-raise potential" over the next two years. 2. GasLog Partners (GLOP) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Fotis Giannakoulis saying he believes the partnership's ability to accretively fund new dropdowns has become increasingly more challenging. 3. Bank of America (BAC) downgraded to Hold from Buy at Jefferies with analyst Kenneth Usdin saying he does not see enough upside to warrant a Buy rating. 4. Comerica (CMA) downgraded to Outperform from Strong Buy at Raymond James and to Hold from Buy at Jefferies. 5. Skyworks (SWKS) downgraded to Neutral from Outperform at Macquarie. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/12/19
MZHO
04/12/19
NO CHANGE
Target $335
MZHO
Buy
Broadcom price target raised to $335 from $305 at Mizuho
Mizuho analyst Vijay Rakesh raised his price target for Broadcom (AVGO) to $335 from $305 after taking a look at the handset landscape ahead of the March quarter results. Broadcom, Skyworks (SWKS) and Qorvo (QRVO) are well positioned with a stabilizing China handset market, Rakesh tells investors in a research note. The analyst says that while broader handset trends remain weak, with March quarter units down 15%-20% quarter-over-quarter and flattish into June, he sees less risk to estimates. Rakesh keeps a Buy rating on Broadcom and Neutral ratings on both Skyworks and Qorvo.
EXPE Expedia
$128.27

-0.51 (-0.40%)

03/22/19
RHCO
03/22/19
NO CHANGE
Target $185
RHCO
Buy
Expedia RNG trending in line with expected modest slowdown, says SunTrust
SunTrust analyst Naved Khan kept his Buy rating and $185 price target on Expedia, saying his quarter-to-date data analysis suggests that its Room Nights Growth, or RNG, is trending in line with expectation of a "modest slowdown" and room rates are edging up. The analyst notes that the leisure travel environment for Expedia is "relatively stable" in the U.S., even though Europe continues to see challenges from tough macro backdrop uncertainty.
04/23/19
COWN
04/23/19
NO CHANGE
Target $145
COWN
Outperform
'Little' impact to Expedia seen from United's plan to leave, says Cowen
Cowen analyst Kevin Kopelman commented on United's (UAL) intention to leave Expedia (EXPE) on October 1, telling investors in a research note that he ultimately sees little impact to Expedia without other airlines joining United. He believes Expedia is well positioned to continue gaining market share of the hotel booking industry given its strong portfolio of global brands and competitive technology platform and hotel network, and maintains an Outperform rating and $145 price target.
03/01/19
03/01/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Hertz (HTZ) upgraded to Equal Weight from Underweight at Barclays with analyst Brian Johnson saying strength in used car and rental car prices creates a favorable backdrop for Hertz to refinance its corporate debt. 2. L Brands (LB) upgraded to Overweight from Equal Weight at Barclays with analyst Chethan Mallela saying the company's fiscal 2019 guidance should establish an earnings "floor," which creates an "increasingly positive" risk/reward for the shares. 3. Kraft Heinz (KHC) upgraded to Hold from Sell at Societe Generale. 4. Edison International (EIX) upgraded to Neutral from Underperform at BofA/Merrill with analyst Julien Dumoulin-Smith saying he sees progress by the California legislature to address utilities' current status of "insurer of last resort," potentially allowing a recovery in Edison shares. 5. Expedia (EXPE) upgraded to Buy from Hold at Argus with analyst John Staszak citing the company's "strong" Q4 results, anticipated 10%-15% adjusted EBITDA growth in 2019, the management's optimism about continued international expansion, and its attractive valuation at 17.9-times his expected forward earnings. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/01/19
03/01/19
UPGRADE
Target $158

Buy
Expedia upgraded to Buy at Argus on strong Q4 and valuation
As previously reported, Argus analyst John Staszak upgraded Expedia to Buy from Hold with a price target of $158, also raising his FY19 EPS view to $6.90 from $6.10 and setting FY20 EPS target at $7.95. The analyst cites the company's "strong" Q4 results, anticipated 10%-15% adjusted EBITDA growth in 2019, the management's optimism about continued international expansion, and its attractive valuation at 17.9-times his expected forward earnings - which is at the low end of its 17- to 36-times 5-year historical range.
FSLR First Solar
$59.87

-1.3 (-2.13%)

04/22/19
ROTH
04/22/19
NO CHANGE
Target $75
ROTH
Buy
First Solar price target raised to $75 from $60 at Roth Capital
Roth Capital analyst Philip Shen raised his price target for First Solar to $75 from $60 ahead of quarterly results. The analyst continues to see upside to the stock as he expects the tight module supply in the U.S. to sustain through 2019 and support bookings in 2021 and beyond. Eventually, Shen expects bookings beyond 2020 to support further capacity expansion, though this will likely come into focus in the second half of 2019 and does not expect an announcement on the Q1 call. He reiterates a Buy rating on the shares.
04/11/19
JPMS
04/11/19
INITIATION
Target $22
JPMS
Neutral
Canadian Solar assumed with a Neutral at JPMorgan
JPMorgan analyst Mark Strouse assumed coverage of Canadian Solar (CSIQ) with a Neutral rating and $22 price target. The rating is unchanged and the target is raised from $21 relative to the firm's prior coverage. The analyst believes Canadian Solar is "approximately fairly valued" pending improved visibility and prefer shares of First Solar (FSLR).
04/10/19
04/10/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. First Solar (FSLR) upgraded to Conviction Buy from Buy at Goldman Sachs with analyst Brian Lee citing his view on two potential company-specific catalysts. 2. Disney (DIS) upgraded to Outperform from Market Perform at BMO Capital with analyst Daniel Salmon saying with tomorrow's investor day, two Star Wars-themed lands opening in the domestic parks this summer, the launch of streaming service Disney+ before year-end, and a potential re-start of the buyback program within 12 months, Disney shares now have catalysts to go along with downside protection. 3. Under Armour (UA, UAA) assumed with a Buy from Neutral at Citi with analyst Paul Lejuez saying Under Armour is "growing up" with a renewed focus on driving profitability and return on invested capital. 4. KB Home (KBH) upgraded to Neutral from Underweight at JPMorgan with analyst Michael Rehaut saying the ongoing shift towards smaller-sized first-time product and double-digit community count growth should drive "above average fundamentals" in fiscal 2019 for KB Home. 5. Nordstrom (JWN) upgraded to Overweight from Sector Weight at KeyBanc with analyst Edward Yruma saying recent meetings with co-CEO Erik Nordstrom and CFO Anne Bramman affirm that the company is prepared to transition its asset base as e-commerce continues to grow. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/18/19
JPMS
04/18/19
NO CHANGE
Target $70
JPMS
Overweight
First Solar should be owned on ramping Series 6 production, says JPMorgan
Ramping Series 6 production should yield sequentially higher margin on shipment of previously-booked product sales over the course of 2019, JPMorgan analyst Paul Coster tells investors in a research note. He believes this is a reason to own First Solar shares over the short-term "as 2020 earnings power comes into focus." At full capacity in 2021, the company could also emerge with a cost-advantage in the solar photovoltaic panel market, says Coster. He sees a positive risk/reward on First Solar shares and reiterates an Overweight rating with a $70 price target.
GDDY GoDaddy
$81.36

0.175 (0.22%)

02/13/19
PIPR
02/13/19
NO CHANGE
PIPR
VeriSign results may signal little booking growth for GoDaddy, say Piper Jaffray
Piper Jaffray analyst Michael Olson maintained an Overweight rating and $91 price target on GoDaddy (GDDY), but lowered this Q4 booking estimates for the company based on Verisign's (VRSN) earnings report, which showed a slight top-line miss and lower sequential net adds, leading the analyst to believe there is minimal room for quarter-over-quarter bookings growth for GoDaddy in Q4. Olson lowered his Q4 bookings est to $740M from $744M, and his revenue estimtae to $692M from $695M, but left his EPS estimate of 19c unchanged. Olson believes, however, that "continued efforts on GoDaddy's website builder and eCommerce initiatives are closing the gap with builder rivals, such as Wix."
02/21/19
JEFF
02/21/19
NO CHANGE
Target $90
JEFF
Buy
GoDaddy remains a top-pick after 'on target' quarter at Jefferies
In a post-earnings research note titled "Consistent Like Curry's 3-Pointers," Jefferies analyst Brent Thill says GoDaddy's Q4 results and fiscal 2019 guidance "were on target." The stock can work in 2019 as the company again delivers 18%-20% unlevered free cash flow growth, driven by low double-digit revenue growth, Thill writes. GoDaddy remains one of his firm's top mid-cap picks with a Buy rating and $90 price target.
02/21/19
PIPR
02/21/19
NO CHANGE
Target $97
PIPR
Overweight
GoDaddy price target raised to $97 from $91 at Piper Jaffray
Piper Jaffray analyst Michael Olson raised his price target for GoDaddy to $97 saying the company's Q4 results were "uneventful in a good way." GoDaddy remains on track for solid continued growth and its valuation is relatively attractive, Olson tells investors in a post-earnings research note. The analyst maintains an Overweight rating on the shares.
02/21/19
JPMS
02/21/19
NO CHANGE
Target $83
JPMS
Neutral
GoDaddy price target raised to $83 from $75 at JPMorgan
JPMorgan analyst Sterling Auty raised his price target for GoDaddy to $83 saying the company's Q4 results and 2019 outlook should be well received by investors as there were concerns about currency's impact on the outlook going into the print. The company is on track to deliver another year of 18% to 20% free cash flow growth in 2019, Auty tells investors in a research note. He keeps a Neutral rating on GoDaddy.

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Yext

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GPC

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CNS

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CCI

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