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CPSI

Computer Programs

$28.96

0.92 (3.28%)

, GWPH

GW Pharmaceuticals

$183.66

-11.34 (-5.82%)

10:04
05/07/19
05/07
10:04
05/07/19
10:04

Fly Intel: Top five analyst upgrades

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Computer Programs (CPSI) upgraded to Outperform from Market Perform at Wells Fargo with analyst Jamie Stockton saying while the company reported "relatively weak" Q1 bookings and indicated Q2 sales and profits would be under pressure, management has worked hard to enhance the platform. 2. GW Pharmaceuticals (GWPH) upgraded to Outperform from Perform at Oppenheimer with analyst Esther Rajavelu noting the company reported "strong" Epidiolex uptake and more importantly, shared positive topline results from a Phase 3 study of Epidiolex in patients with seizures associated with tuberous sclerosis complex. 3. Vivint Solar (VSLR) upgraded to Buy from Neutral at Citi with analyst Praful Mehta saying customer demand for solar distributed generation continues to be high and larger players like Vivint will be well positioned to capture this growth. 4. CyrusOne (CONE) upgraded to Buy from Hold at Berenberg with analyst Nate Crossett stating he believes now is the time to own the stock for its outsized exposure to the European colocation market, contending that CyrusOne has the highest growth potential of the providers with a large wholesale component. 5. Duluth Holdings (DLTH) upgraded to Outperform from Neutral at Baird with analyst Jonathan Komp sayingthat while he has been disappointed by its recent financial performance, he believes reset earnings expectations and negative sentiment provide downside protection. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

CPSI

Computer Programs

$28.96

0.92 (3.28%)

GWPH

GW Pharmaceuticals

$183.66

-11.34 (-5.82%)

VSLR

Vivint Solar

$6.67

0.5 (8.10%)

CONE

CyrusOne

$60.61

-0.08 (-0.13%)

DLTH

Duluth Holdings

$17.09

0.07 (0.41%)

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    Jun

CPSI Computer Programs
$28.96

0.92 (3.28%)

02/21/19
RHCO
02/21/19
NO CHANGE
Target $35
RHCO
Hold
Computer Programs price target raised to $35 from $30 at SunTrust
SunTrust analyst Sandy Draper raised his price target on Computer Programs to $35 after its Q4 earnings beat that he says was driven by lower costs. The analyst expects the company's "aggressive cost cuts to more than offset decreasing contributions from MU3" but also keeps his Hold rating considering the limited upside potential for the stock relative to his target.
05/07/19
WELS
05/07/19
UPGRADE
WELS
Outperform
Computer Programs upgraded to Outperform from Market Perform at Wells Fargo
05/07/19
WELS
05/07/19
UPGRADE
Target $35
WELS
Outperform
Wells Fargo upgrades Computer Programs on end of dividend cut cycle
Wells Fargo Securities analyst Jamie Stockton upgraded Computer Programs & Systems to Outperform from Market Perform and raised his price target for the shares to $35 from $34. While the company reported "relatively weak" Q1 bookings and indicated Q2 sales and profits would be under pressure, management has worked hard to enhance the platform, Stockton tells investors in a research note. He believes Computer Programs' cycle of dividend cuts and debt reduction after the Healthland acquisition in 2016 seems to have ended. Further, cost reductions has left Computer Programs in good shape to drive profits and cash flow as recurring revenue continues to build, says the analyst. He expects "solid performance" of the shares in the next 12 months and moves off the sidelines for the first time in seven years.
05/07/19
RHCO
05/07/19
NO CHANGE
Target $30
RHCO
Hold
Computer Programs price target lowered to $30 from $35 at SunTrust
SunTrust analyst Sandy Draper lowered his price target on Computer Programs to $30 and kept his Hold rating after its Q1 results last week, saying he was most concerned by the "continued pressure" in its core business with recurring revenues falling 3.6% from last year. The analyst believes that the company's recurring System Sales and Support revenue is on track for a 2% decline this year - down for the third consecutive year - also lowering his FY19 EPS view by 24c to $2.52 and FY20 by 18c to $2.69.
GWPH GW Pharmaceuticals
$183.66

-11.34 (-5.82%)

05/07/19
CANT
05/07/19
NO CHANGE
Target $229
CANT
Overweight
GW Pharmaceuticals price target raised to $229 from $196 at Cantor Fitzgerald
Cantor Fitzgerald analyst Elemer Piros raised his price target for GW Pharmaceuticals to $229 from $196 and reiterates an Overweight rating on the shares after Epidiolex sales doubled consensus expectations in Q1. Additionally, GW reported positive Phase 3 data in a third epilepsy condition, tuberous sclerosis complex, Piros tells investors in a research note. The analyst reiterates an Overweight rating on the shares.
05/07/19
JPMS
05/07/19
NO CHANGE
Target $215
JPMS
Overweight
GW Pharmaceuticals price target raised to $215 from $180 at JPMorgan
JPMorgan analyst Cory Kasimov raised his price target for GW Pharmaceuticals to $215 from $180 saying he's not sure how the company's Q1 results could have gone much better with Epidiolex doubling consensus estimates in its first full quarter of sales. He believes Epidiolex is on track to come in north of $150M in its first full year of sales. Estimates need to come up, says Kasimov, who keeps an Overweight rating on shares of GW Pharmaceuticals.
05/07/19
OPCO
05/07/19
UPGRADE
OPCO
Outperform
GW Pharmaceuticals upgraded to Outperform from Perform at Oppenheimer
05/07/19
OPCO
05/07/19
UPGRADE
Target $234
OPCO
Outperform
Oppenheimer upgrades GW Pharmaceuticals to Outperform with $234 price target
Oppenheimer analyst Esther Rajavelu upgraded GW Pharmaceuticals to Outperform from Perform and raised her price target for the shares to $234 from $162. The stock in premarket trading is up 8%, or $14.91, to $195.00. GW last night reported "strong" Epidiolex uptake and more importantly, shared positive topline results from a Phase 3 study of Epidiolex in patients with seizures associated with tuberous sclerosis complex, Rajavelu tells investors in a research note. As a result, the analyst updated her probability of approval in tuberous sclerosis complex to 87% from 41%. The analyst also likes GW's efforts to broaden the pipeline with open-label studies of CBDV for autism spectrum disorder and Rett syndrome.
VSLR Vivint Solar
$6.67

0.5 (8.10%)

05/06/19
ROTH
05/06/19
INITIATION
Target $10
ROTH
Buy
Vivint Solar initiated with a Buy at Roth Capital
Roth Capital analyst Philip Shen started coverage of Vivint Solar (VSLR) with a Buy rating and a $10 price target. The analyst notes that Tesla's (TSLA) news around cutting prices created an "attractive entry point" for Vivint Solar. While much of the loss has been made up, the analyst continues to see the stock grinding higher on strong industry and company fundamentals. New partnership/channel announcements will likely serve as positive catalysts along with a meaningful refinancing opportunity over the medium-term, he contends. Looking ahead, Shen expects the valuation gap with competitor Sunrun (RUN) to narrow as management steadily executes to plan.
05/07/19
SBSH
05/07/19
UPGRADE
SBSH
Buy
Vivint Solar upgraded to Buy from Neutral at Citi
05/07/19
SBSH
05/07/19
UPGRADE
Target $8.5
SBSH
Buy
Citi upgrades Vivint Solar to Buy, doubles price target to $8.50
Citi analyst Praful Mehta upgraded Vivint Solar to Buy from Neutral and doubled his price target for the shares to $8.50 from $4.25. Customer demand for solar distributed generation continues to be high and larger players like Vivint will be well positioned to capture this growth, Mehta tells investors in a research note. The analyst cites the company's growth opportunities, improved execution and lower investor return thresholds for his upgrade to Buy.
03/14/19
GSCO
03/14/19
NO CHANGE
GSCO
Buy
Goldman Sachs sees 'brighter future', 'rising demand' in global solar sector
Goldman Sachs analyst Brian Lee writes that the outperformance of the U.S. solar sector early in 2019 highlights its better than expected positive inflection of demand trends, also raising his demand forecast for the next 3 years by an average of 10%-15%. Lee says his top ideas are First Solar (FSLR), Canadian Solar (CSIQ), and Vivint Solar (VSLR), which he rates at Buy with respective $64, $26, and $6.50 price targets. Although solar stocks have "rebounded sharply off of last year's depressed levels", Lee notes that fundamentals are still in the early stages of a cyclical recovery amid signs of pricing stabilization and demand trends gathering momentum.
CONE CyrusOne
$60.61

-0.08 (-0.13%)

05/07/19
BREN
05/07/19
UPGRADE
Target $69
BREN
Buy
CyrusOne upgraded to Buy on European exposure at Berenberg
As previously reported, Berenberg analyst Nate Crossett upgraded CyrusOne to Buy from Hold as he believes now is the time to own the stock for its outsized exposure to the European colocation market, contending that CyrusOne has the highest growth potential of the providers with a large wholesale component. Though 2019 AFFO is estimated to be down 2.6%, Crossett tells investors to look past 2019 towards the company's estimated AFFO growth of over 10% in 2020. He raised his price target on CyrusOne shares to $69 from $55.
05/07/19
BREN
05/07/19
UPGRADE
BREN
Buy
CyrusOne upgraded to Buy from Hold at Berenberg
05/03/19
JPMS
05/03/19
NO CHANGE
Target $524
JPMS
Overweight
JPMorgan boosts Equinix target to $524, CyrusOne target to $65
JPMorgan analyst Philip Cusick raised his price target for Equinix (EQIX) to $524 from $465 and for CyrusOne (CONE) to $65 from $60. Both companies reported "strong" Q1 results with positive momentum in recurring revenue as well as bookings, Cusick tells investors in a research note. Further, the analyst expects both companies to expand margins as they leverage scale. He keeps Overweight ratings on both stocks.
04/12/19
BOFA
04/12/19
UPGRADE
BOFA
Buy
CyrusOne upgraded to Buy from Neutral at BofA/Merrill
DLTH Duluth Holdings
$17.09

0.07 (0.41%)

05/07/19
BARD
05/07/19
UPGRADE
Target $22
BARD
Outperform
Baird upgrades Duluth to Outperform on low expectations, healthy brand
As previously reported, Baird analyst Jonathan Komp upgraded Duluth Holdings to Outperform from Neutral, stating that while he has been disappointed by its recent financial performance, he believes reset earnings expectations and negative sentiment provide downside protection. Meanwhile, he thinks recent challenges appear fixable and the brand remains healthy while the company is returning to offense by pursuing several sales-driving initiatives. Komp keeps a $22 price target on Duluth shares.
05/07/19
BARD
05/07/19
UPGRADE
BARD
Outperform
Duluth Holdings upgraded to Outperform from Neutral at Baird
04/08/19
BARD
04/08/19
NO CHANGE
Target $22
BARD
Neutral
Duluth Holdings' cautious Fresh Pick designation removed early, says Baird
Baird analyst Jonathan Komp told investors in a research note that he is removing his cautious Fresh Pick designation for Duluth Holdings one week prior to the planned expiration as concerns about the company's results and outlook have passed. Komp, who maintains a Neutral rating and $22 price target, now sees a more balanced risk-reward, with further downside probably limited to the ~mid-teens for the stock since Duluth is approaching the lower end of its valuation range and levels where buyout interest could materialize, though upside likely will require greater confidence in current omni-channel strategies combined with better visibility to near-term financial targets.
04/05/19
DADA
04/05/19
NO CHANGE
Target $19
DADA
Neutral
Duluth Holdings price target lowered to $19 from $24 at DA Davidson
DA Davidson analyst John Morris lowered his price target to $19 and kept his Neutral rating on Duluth Holdings after its disappointing Q4 earnings. The analyst says the management has attributed the performance to a more competitive climate with higher markdowns, along with "shipping revenue headwinds and delivery delays from their order management system", but sees Q1 likely remaining "sluggish" on weather factors and carryover clearance markdowns weighing on margins. Morris expects Duluth Holdings to recover in the second half of 2019 as the company gains some "modest leverage on advertising and operating expenses."

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Danske Bank

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