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CELG

Celgene

$94.94

0.8 (0.85%)

, WCG

WellCare

$273.06

-2.94 (-1.07%)

17:55
05/15/19
05/15
17:55
05/15/19
17:55

Paulson takes positions in Celgene, WellCare, exits Brookdale, Nielsen

John Paulson's Paulson & Co. disclosed in an SEC filing its holdings as of March 31, 2019. Paulson's 15 new buys during the quarter included, by size of position, Celgene (CELG), WellCare (WCG), Centene (CNC), First Data (FDC), and QEP Resources (QEP). Paulson exited 17 positions during the quarter, including by size of previous position, Brookdale (BKD), Nielsen (NLSN), Office Depot (ODP), and Akorn (AKRX). Paulson increased its stake in five holdings, including by size of previous position, BrightSphere (BSIG), Red Hat (RHT), Sprint (S), and On Semiconductor (ON). Paulson reduced its stake in five holdings, including by size of previous position, NXP Semi (NXPI), Travelport (TVPT), Discovery (DISCK), and Horizon Therapeutics (HZNP). Paulson's top holdings as of March 31, in order of size, were SPDR Gold Shares (GLD), Bausch Health (BHC), Mylan (MYL), Celgene, and Discovery.

CELG

Celgene

$94.94

0.8 (0.85%)

WCG

WellCare

$273.06

-2.94 (-1.07%)

CNC

Centene

$54.44

-0.41 (-0.75%)

FDC

First Data

$25.46

0.34 (1.35%)

QEP

QEP Resources

$7.70

0.125 (1.65%)

BKD

Brookdale Senior Living

$6.97

0.13 (1.90%)

NLSN

Nielsen

$23.81

-0.23 (-0.96%)

ODP

Office Depot

$2.15

0.035 (1.65%)

AKRX

Akorn

$4.34

0.02 (0.46%)

BSIG

BrightSphere

$12.20

-0.25 (-2.01%)

RHT

Red Hat

$185.30

0.345 (0.19%)

S

Sprint

$6.08

0.09 (1.50%)

ON

ON Semiconductor

$20.24

0.26 (1.30%)

NXPI

NXP Semiconductors

$100.18

2.02 (2.06%)

TVPT

Travelport

$15.30

-0.095 (-0.62%)

DISCK

Discovery Inc.

$26.19

-0.04 (-0.15%)

HZNP

Horizon Pharma

$26.66

-0.29 (-1.08%)

GLD

SPDR Gold Shares

$122.36

-0.07 (-0.06%)

BHC

Bausch Health

$25.28

0.355 (1.42%)

MYL

Mylan

$20.04

-0.36 (-1.76%)

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CELG Celgene
$94.94

0.8 (0.85%)

05/03/19
LEHM
05/03/19
UPGRADE
Target $55
LEHM
Overweight
Bristol-Myers upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Geoffrey Meacham upgraded Bristol-Myers Squibb (BMY) to Overweight from Equal Weight and raised his price target for the shares to $55 from $53. The analyst says increased confidence in the Celgene (CELG) acquisition successfully closing makes him more bullish on Bristol-Myers shares. Increased optionality from the Celgene pipeline along with a "differentiated" growth profile and earnings power over the next few years make the combined company attractive at current share levels, Meacham tells investors in a research note.
05/07/19
PIPR
05/07/19
NO CHANGE
Target $23
PIPR
Overweight
Sutro regaining U.S. rights from Celgene a 'clear positive,' says Piper Jaffray
The FDA has cleared the investigational new drug application for Sutro Biopharma's Celgene-partnered BCMA ADC, which is on track to enter the clinic in 2019, Piper Jaffray analyst Edward Tenthoff tells investors in a research note. In addition, Celgene not exercise an option on a second program, meaning Sutro has regained U.S. rights, adds the analyst. He views this as a "clear positive" for Sutro, saying the company has regained the U.S. rights to "another exciting preclinical program." Importantly, there is no impact on Sutro's wholly-owned clinical programs, Tenthoff adds. He reiterates an Overweight rating on Sutro Biopharma with a $23 price target.
05/03/19
LEHM
05/03/19
DOWNGRADE
Target $102
LEHM
Equal Weight
Celgene downgraded to Equal Weight from Overweight at Barclays
Barclays analyst Geoffrey Meacham downgraded Celgene (CELG) to Equal Weight from Overweight to reflect his increased confidence that the takeover by Bristol-Myers (BMY) will close. The analyst, who upgraded Bristol-Myers this morning to Overweight, says his thesis on Celgene has played out. He keeps a $102 price target for the shares.
05/03/19
JPMS
05/03/19
INITIATION
Target $62
JPMS
Overweight
Bristol-Myers reinstated with an Overweight at JPMorgan
Following a period of restriction, JPMorgan analyst Chris Schott reinstated coverage of Bristol-Myers Squibb (BMY) with an Overweight rating and $62 price target. The analyst had an Overweight rating on the shares and price target of $70 prior to restriction. While the company's proposed acquisition of Celgene (CELG) has been controversial, the shares are "too inexpensive to ignore," Schott tells investors in a research note. He sees the combined company generating 2020 earnings of $6.50 per share and 3% sales/6% earnings growth off of this base through 2025.
WCG WellCare
$273.06

-2.94 (-1.07%)

04/15/19
FBCO
04/15/19
INITIATION
Target $307
FBCO
Neutral
WellCare initiated with a Neutral at Credit Suisse
Credit Suisse analyst A.J. Rice started coverage of WellCare (WCG) with a Neutral rating and a $307 price target. While the analyst forecasts WellCare growing revenue and EPS by roughly 29% and 22% this year, with revenue of more than $26B and EPS reaching $13.35, he believes the pending Centene (CNC) deal limits upside over near to immediate term.
04/10/19
RHCO
04/10/19
NO CHANGE
RHCO
SunTrust lowers price targets on CVS, raises price target on WellCare
SunTrust analyst David MacDonald lowered his price target on CVS (CVS) to $65 from $85 as part of his broader research note previewing Q1 results for the healthcare services stocks. The analyst expects the quarter to reflect the company's challenges around reimbursement pressure, fewer generics, and lower brand inflation that should be a detriment to retail pharmacy and long-term-care businesses, even though he maintains a bullish view on the stock longer term based on its risk-reward profile. MacDonald also raises his price target on WellCare (WCG) to $340 from $305, saying his bullish expectation for the stock is driven by the company's "strong core trends, high visibility, and superb win rate". The analyst also cites the pending WellCare acquisition by Centene (CNC) yielding a "meaningful combined pharmacy opportunity and increased diversification" from an expanded "Medicaid footprint".
05/07/19
SBSH
05/07/19
NO CHANGE
SBSH
Citi sees low likelihood of Centene walking from WellCare deal
Amid reports suggesting shareholders could challenge Centene's (CNC) acquisition of WellCare (WCG), and Humana (HUM) possibly being interested in a takeover of Centene if the WellCare deal was dropped, Citi analyst Ralph Giacobbe says he's be surprised to see the deal unravel. Further, he'd be equally surprised to see Humana come over the top for Centene after its Medicaid win in Florida and recent commentary citing optimism in its organic direction. That said, there is a scarcity of Medicaid assets, and Humana has discussed its interest in dual and other higher acuity Medicaid populations, Giacobbe tells investors in a research note. Nonetheless, the analyst ultimately sees a low likelihood of Centene walking from the WellCare deal.
04/17/19
SPHN
04/17/19
NO CHANGE
SPHN
Issues facing healthcare sector now 'modest' compared to 2008-10, says Stephens
Stephens analyst Scott Fidel noted that the managed care group has sharply underperformed the S&P 500 over the last month amid "political rhetoric" around point-of-sale drug rebates and Medicare for all policy proposals, though he believes the issues facing the sector right now "seem modest in comparison" to the "dark days of 2008-2010." While recent Medicare for all proposals have rattled investors, "they will face enormous uphill battles," Fidel tells investors. Hospital stocks have outperformed MCOs year-to-date, but the group declined about 9% yesterday and underperformed the MCO group, which Fidel attributes to acknowledgement by industry bellwether UnitedHealth (UNH) of the significant disruptive nature of Medicare for all, which may have sparked additional fears, as well as one less calendar day being called out by UnitedHealth as benefiting Q1 MLRs and Johnson & Johnson's (JNJ) earnings call commentary on declining sequential hospital admissions from Q4. Publicly traded companies in the hospital space include Community Health (CYH), HCA Healthcare (HCA), LifePoint (LPNT), Tenet (THC) and Universal Health (UHS). Publicly traded companies in the managed care space include Anthem (ANTM), CVS Health (CVS), Centene (CNC), Cigna (CI), Health Net (HNT), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).
CNC Centene
$54.44

-0.41 (-0.75%)

05/10/19
05/10/19
UPGRADE

Citi upgrades Anthem, Centene, UnitedHealth to Buy after 'extreme' selloff
Citi analyst Ralph Giacobbe upgraded Anthem (ANTM), Centene (CNC), and UnitedHealth (UNH) to Buy from Neutral while maintaining Buy ratings on Cigna (CI) and Humana (HUM). The magnitude of the selloff in managed care stocks on fears of Medicare for All has been "extreme and overdone," Giacobbe tells investors in a research note. The analyst sees favorable risk/rewards in the sector and does not subscribe to the view of a continued "overhang" and "uncertainty." Instead, Giacobbe expects a share recovery as "more realistic views prevail and investors become more numb to the low-likelihood headlines and political rhetoric of single payor."
05/10/19
SBSH
05/10/19
UPGRADE
SBSH
Buy
Centene upgraded to Buy from Neutral at Citi
Citi analyst Ralph Giacobbe upgraded Centene to Buy from Neutral.
05/10/19
05/10/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. 3D Systems (DDD) upgraded to Neutral from Underweight at JPMorgan with analyst Paul Coster noting the stock is down 25% this week after posting "lackluster" Q1 results. 2. Jones Lang LaSalle (JLL) upgraded to Buy from Neutral at Goldman Sachs with analyst Andrew Rosivach saying the company's earnings declined in Q1 due to tough comps, but this should reverse quickly. 3. Ford (F) upgraded to Buy from Neutral at BofA/Merrill with analyst John Murphy stating the company's earnings are starting to hit a "sustainable inflection" due to favorable product cadence in the North America market and its restructuring efforts. 4. Whirlpool (WHR) upgraded to Buy from Neutral at Longbow with analyst David MacGregor seeing earnings upside from better than expected North American margin performance, a "gradually improving" environment in the EMEA and a favorable cyclical turn in Latin America. 5. Anthem (ANTM), Centene (CNC), and UnitedHealth (UNH) upgraded to Buy from Neutral at Citi with analyst Ralph Giacobbe the magnitude of the selloff in managed care stocks on fears of Medicare for All has been "extreme and overdone". This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
FDC First Data
$25.46

0.34 (1.35%)

05/06/19
BARD
05/06/19
NO CHANGE
Target $106
BARD
Outperform
Fiserv named a new 'Fresh Pick' at Baird
Baird analyst David Koning assigned a "Fresh Pick" designation to Fiserv (FISV) after First Data's (FDC) Global Business Solutions, or GBS, segment accelerated to +10% organic growth, which Koning noted was the best growth of the merchant acquirers in Q1. The analyst, who thinks results from both Fiserv and First Data "deserved a better reaction," also noted that Fiserv has underperformed the S&P since the end of January and thinks relief rallies may be coming. Koning has an Outperform rating and $106 price target on Fiserv shares.
04/30/19
BARD
04/30/19
NO CHANGE
BARD
FIS deal clearance positive for Fiserv-First Data, says Baird
Baird analyst says David Koning said he views the fact that the FTC granted early HSR termination to FIS (FIS) and Worldpay (WP) as good news since it means no second request is coming from the DOJ. He noted that Fiserv (FISV) has already announced that it got a second DOJ request, but he said the business unit concentrations for Fiserv and First Data (FDC) "aren't that dramatically different" and he views the clearing granted to FIS as good news for Fiserv-First Data as well.
04/30/19
KEYB
04/30/19
NO CHANGE
Target $155
KEYB
Overweight
Global Payments price target raised to $155 from $135 at KeyBanc
KeyBanc analyst Josh Beck raised his price target for Global Payments (GPN) to $155 from $135 ahead of quarterly results as he expects best-in-class organic growth in the HSD to LDD within the U.S. direct channel. An early strategic pivot toward software followed by recent M&A moves suggest the 2020 target of 60% tech-led distribution is likely to provide insulation against potential consolidation headwinds tied to Fiserv (FISV)-First Data (FDC) and FISWP mergers, he contends. Beck reiterates an Overweight rating on the shares.
04/03/19
SPHN
04/03/19
NO CHANGE
SPHN
Fiserv named a Best Idea at Stephens
Stephens analyst Brett Huff named Fiserv (FISV) as his Best Idea, replacing Global Payments (GPN), stating that he thinks 40% accretion from Fiserv's deal for First Data (FDC) is "very doable" even with his conservative assumptions. While telling investors that he still "really likes" Global Payments, Huff said he thinks Fiserv is "more mispriced." After updating his estimates for his accretion model, the analyst raised his price target on Fiserv shares to $110 from $95 and keeps an Overweight rating on the shares.
QEP QEP Resources
$7.70

0.125 (1.65%)

12/20/18
SOCO
12/20/18
DOWNGRADE
SOCO
Equalweight
QEP Resources downgraded to Equalweight from Overweight at Capital One
11/29/18
COWN
11/29/18
INITIATION
Target $10
COWN
Market Perform
QEP Resources initiated with a Market Perform at Cowen
Cowen started QEP Resources with a Market Perform rating and $10 price target.
12/06/18
SPHN
12/06/18
INITIATION
Target $12
SPHN
Equal Weight
QEP Resources initiated with an Equal Weight at Stephens
Stephens analysts Gail Nicholson and Drew Lipke began coverage of the E&P sector with a positive outlook, starting QEP Resources with an Equal Weight rating and $12 price target.
02/21/19
OPCO
02/21/19
NO CHANGE
OPCO
Outperform
Elliott may push for representation on QEP board, says Oppenheimer
Oppenheimer analyst Tim Rezvan tells investors in a research note that he expects a modest negative reaction on Thursday to QEP Resources' disappointing Q4 results, but also sees a bid from Elliott at $8.75 per share that should support QEP at the current level. Rezvan says he believes Elliott may make a push for representation and says investors should focus on March 14, the deadline to nominate directors to the board. He reiterates an Outperform rating.
BKD Brookdale Senior Living
$6.97

0.13 (1.90%)

06/27/18
MUFG
06/27/18
NO CHANGE
Target $62
MUFG
Overweight
Welltower price target raised to $62 from $58 at MUFG
MUFG analyst Karin Ford raised her price target on Welltower (WELL) to $62 and kept her Outperform rating, citing the company's progress in restructuring over half of the assisted and independent living portfolio operated by Brookdale Senior Living (BKD). The analyst claims that Welltower achieved favorable pricing on its purchases and sales in the transition, adding that she is positive on the company generating $91M in cash while reducing its exposure to a "troubled operator".
10/11/18
SPHN
10/11/18
NO CHANGE
SPHN
Stephens says home health final rule looking like draft would weigh on providers
Stephens analyst Dana Hambly said he expects the final rule for home health reimbursement to be released by CMS in the first week of November. He is concerned that if the final rule looks similar to the draft rule, particularly regarding behavioral assumptions, it would weigh on home health stocks. For-profit, urban providers with higher percentages of therapy visits are estimated to take the largest cuts under a Patient Driven Groupings Model for reimbursement, said Hambly, who sees the impact being largest for Brookdale Senior Living (BKD) and Humana's (HUM) Kindred at Home. Others that may be impacted include Amedisys (AMED), Encompass Health (EHC), Ensign Group (ENSG) and LHC Group (LHCG).
12/27/18
12/27/18
NO CHANGE

Stephens to keep GrubHub, RealPage, Vulcan Materials on 2019 Best Ideas list
Stephens said that it plans to publish a complete updated 2019 Best Ideas list on January 2, but in anticipation it shared the names that are being dropped and the three stocks that will remain on the list. The holdovers are GrubHub (GRUB), RealPage (RP) and Vulcan Materials (VMC). The stocks being removed include Boston Scientific (BSX), Brookdale Senior Living (BKD), Conn's (CONN), CoStar Group (CSGP), Curo Group (CURO), FedEx (FDX), First Financial Bancorp (FFBC), Graphic Packaging (GPK), Hub Group (HUBG), Keane Group (FRAC), KeyCorp (KEY), LKQ Corp. (LKQ), Myriad Genetics (MYGN), SVB Financial (SIVB), Triumph Bancorp (TBK), TrueCar (TRUE) and Union Bankshares (UBSH).
NLSN Nielsen
$23.81

-0.23 (-0.96%)

03/28/19
RHCO
03/28/19
NO CHANGE
Target $28
RHCO
Buy
SunTrust not convinced of change in outcome probabilities for Nielsen
SunTrust analyst Matthew Thornton kept his Buy rating and $28 price target on Nielsen, stating that while speculation in New York Post about Blackstone backing out of its bid has hit the price by over 10% afterhours, a separate source reported that the bidding process is "still "very much alive". The analyst states that given the conflicting reports, he is "not convinced that the outcome probabilities have changed that much", adding that the risk-reward on Nielsen is looking "more favorable" with the stock now trading near the "failed transaction valuation".
03/07/19
RHCO
03/07/19
NO CHANGE
Target $28
RHCO
Buy
Nielsen Q4 results better than feared, says SunTrust
SunTrust analyst Matthew Thornton raised his price target on Nielsen to $28 and kept his Buy rating after its Q4 earnings, saying the results were "better than feared", with the management also getting "positive marks for increasing transparency and instilling confidence over execution". The analyst also raises his FY19 EBITDA outlook to $6.49B from $6.37B while speculating that the company may be taken private in the first half of 2019.
12/20/18
LOOP
12/20/18
NO CHANGE
Target $32
LOOP
Buy
comScore able to gain 'meaningful share', says Loop Capital
Loop Capital analyst Alan Gould kept his Buy rating and $32 price target on comScore (SCOR), saying the company's latest partnership announcement with E.W. Scripps (SSP) is confirming the management's "financial viability and credibility" relative to Nielsen (NLSN). Gould adds that as the industry evolves from linear to digital video, he sees comScore having the assets to gain meaningful share.
12/07/18
FBCO
12/07/18
INITIATION
Target $29
FBCO
Neutral
Nielsen initiated with a Neutral at Credit Suisse
Target $29.
ODP Office Depot
$2.15

0.035 (1.65%)

05/09/19
BOFA
05/09/19
DOWNGRADE
Target $2
BOFA
Underperform
BofA/Merrill double downgrades Office Depot to Underperform after Q1 report
As previously reported, BofA Merrill Lynch analyst Elizabeth Suzuki double downgraded Office Depot to Underperform from Buy, stating that the company's Q1 report reduced her confidence in a near-term turnaround and she now believes Office Depot's guidance for the rest of the year may be too optimistic. Suzuki, who sees the stock struggling until the company shows consistent improvement in organic growth, cut her price target on Office Depot shares to $2 from $4.
04/01/19
SBSH
04/01/19
UPGRADE
Target $18
SBSH
Neutral
Bed Bath & Beyond upgraded to Neutral from Sell at Citi
Citi analyst Geoff Small upgraded Bed Bath & Beyond (BBBY) to Neutral from Sell and raised his price target for the shares to $18 from $10 after taking over coverage of the name. Citi transferred coverage of Broadlines & Hardlines Retail names to Small. The analyst assumed coverage with Buy ratings on AutoZone (AZO), BJ's Wholesale (BJ), Home Depot (HD), Lowe's (LOW), O'Reilly Automotive (ORLY) and Walmart (WMT). The U.S. consumer remains on "solid footing" amid low unemployment, rising wages, declining gas prices, manageable levels of debt, and elevated consumer confidence, Small tells investors in a research note. However, he points out that we are in the ninth year of the current economic expansion and "the possibility of a macroeconomic slowdown cannot be ignored." The analyst prefers retailers operating in "defensive sectors that are less susceptible to disruption by online competitors," namely auto parts, broadlines and home improvement retail. Small also assumed Advance Auto Parts (AAP), Best Buy (BBY), Costco (COST) and Office Depot (ODP) with Neutral ratings.
05/09/19
BOFA
05/09/19
DOWNGRADE
Target $2
BOFA
Underperform
Office Depot downgraded to Underperform from Buy at BofA/Merrill
BofA/Merrill double downgraded Office Depot to Underperform from Buy and cut its price target for the shares to $2 from $4.
05/09/19
05/09/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Intel (INTC) downgraded to Market Perform from Outperform at BMO Capital with analyst Ambrish Srivastava saying semi stocks do not do well in a decelerating gross margin environment, particularly when the bottom in margin is around two years away. 2. Camping World (CWH) downgraded to Underperform from Neutral at BofA/Merrill with analyst John Lavallo stating the company's outlook for 2019 seems "optimistic" following the company's "challenging" Q1 results. 3. Office Depot (ODP) double downgraded to Underperform from Buy at BofA/Merrill with analyst Elizabeth Suzuki saying the company's Q1 report reduced her confidence in a near-term turnaround and she now believes Office Depot's guidance for the rest of the year may be too optimistic. 4. American Eagle (AEO) downgraded to Neutral from Outperform at Wedbush with analyst Jen Redding saying she believes that shares will continue to trade near 52-week lows for the foreseeable future. 5. Stamps.com (STMP) downgraded to Hold from Buy at Craig-Hallum with analyst George Sutton endorsing the company's long-term move to shift away from USPS exclusivity, but noting that it is a slower, more complicated process than he appreciated. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
AKRX Akorn
$4.34

0.02 (0.46%)

05/08/19
RBCM
05/08/19
NO CHANGE
Target $5
RBCM
Sector Perform
Akorn price target raised to $5 from $4 at RBC Capital
RBC Capital analyst Randall Stanicky raised his price target on Akorn to $5 with a Sector Perform and Speculative Risk rating following the company's above consensus Q1 earnings and FY19 guidance. The analyst expects the outlook to reduce the uncertainty that had previously constrained the stock price, but also sees a "long way" toward getting past the company's manufacturing challenges and high leverage.
03/19/19
RHCO
03/19/19
INITIATION
Target $4
RHCO
Hold
Akorn initiated with a Hold at SunTrust
SunTrust analyst Gregg Gilbert started Akorn with a Hold rating and $4 price target. The company is dealing with quality issues at key facilities that could delay new approvals and potentially impact on-market products, Gilbert tells investors in a research note. Further, he believes that while expectations have been reset, the stock is "not inexpensive relative to its peers."
03/11/19
JMPS
03/11/19
NO CHANGE
JMPS
Market Perform
Akorn is currently fairly valued, says JMP Securities
Akorn's Q4 results were negatively impacted by manufacturing issues, and the company is dedicating 2019 to remediating the issues, JMP Securities analyst Donald Ellis tells investors in a post-earnings research note. The company also experienced increasing competition for multiple products and lower overall prices impacting revenues, the analyst adds. Ellis believes Akorn's new management team is equipped to expedite its manufacturing remediation and re-start new drug submissions and approvals. However, he finds the stock currently fairly valued and maintains a Market Perform rating on the name.
12/10/18
PIPR
12/10/18
NO CHANGE
Target $9
PIPR
Overweight
Piper does not view Akorn as 'major fixer-upper,' keeps $9 target
Piper Jaffray analyst David Amsellem says he would not view Akorn (AKRX) as a "major fixer-upper" now that it is planning to move forward as a stand-alone company. Much of the pressure on EBITDA in recent years was a function of limited-competition products with brand-like margins, Amsellem tells investors in a research note. Further, the rest of Akorn's product portfolio appears to be stable, says the analyst. In addition, "high-quality" abbreviated new drug application approvals have been happening, "and that matters," argues Amsellem. He keeps an Overweight rating on Akorn with a $9 price target.
BSIG BrightSphere
$12.20

-0.25 (-2.01%)

04/12/19
BOFA
04/12/19
DOWNGRADE
BOFA
Underperform
BrightSphere downgraded to Underperform on valuation at BofA/Merrill
As previously reported, BofA/Merrill downgraded BrightSpere to Underperform from Buy with a $14 price target. Analyst Michael Carrier changed his rating citing year-to-date shares strength, less financial flexibility, a muted flow outlook, and less buybacks and cost savings going forward.
05/03/19
05/03/19
DOWNGRADE
Target $15

In Line
BrightSphere downgraded to In Line on valuation at Evercore ISI
As previously reported, Evercore ISI downgraded BrightSphere to In Line from Outperform and raised its price target to $15 from $14. Analyst Glenn Schorr said shares are up almost 35% for the year and the pay-off from investments will take time to materialize.
04/12/19
BOFA
04/12/19
DOWNGRADE
BOFA
Underperform
BrightSphere downgraded to Underperform from Buy at BofA/Merrill
05/03/19
EVER
05/03/19
DOWNGRADE
EVER
In Line
BrightSphere downgraded to In Line from Outperform at Evercore ISI
RHT Red Hat
$185.30

0.345 (0.19%)

04/17/19
BMOC
04/17/19
NO CHANGE
Target $155
BMOC
Market Perform
IBM price target raised to $155 from $147 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on IBM (IBM) to $155 after its Q1 results and affirmed FY19 outlook, saying he is modeling a "modestly higher" enterprise value to free cash flow multiple with a higher conviction to his prior forecasts for 2020 free cash flow. The analyst is also keeping his Market Perform rating on the shares, stating that while the quarter had "a lot of moving parts", revenues were "a tad disappointing" amid some weakness in emerging markets. Bachman contends that IBM is moving in the right direction with its Red Hat (RHT) acquisition, but he does not find the valuation on the stock "compelling".
03/14/19
DADA
03/14/19
NO CHANGE
Target $115
DADA
Neutral
MongoDB price target raised to $115 from $80 at DA Davidson
DA Davidson analyst Rishi Jaluria raised his price target on MongoDB (MDB) after its "strong beat and raise quarter" that was highlighted by accelerating growth and its Atlas data source reaching 32% of revenue. The analyst notes that the outperformance also countered concerns about Amazon's (AMZN) AWS and Red Hat (RHT), which he sees as "overblown". Jaluria is keeping his Neutral rating on MongoDB in spite of the strong quarter however, saying its shares are "fully valued".
03/26/19
BERN
03/26/19
NO CHANGE
BERN
Red Hat worth $190/share 'even as stand alone entity,' says Bernstein
Bernstein analyst Zane Chrane notes that Red Hat's (RHT) Q4 results are unlikely to have a material impact on the stock price given the expected acquisition by IBM (IBM) in the second half of 2019. However, strong growth in emerging products, continued reacceleration in RHEL revenue, and robust growth in deferred revenue and backlog all suggest the company is having increasing success in cross-selling its hybrid cloud solutions to large enterprise customers, he contends, adding that this quarter's results were "strong across the board," suggesting that the pending IBM deal is not having any negative impact on the company's execution. Chrane believes Red Hat is worth $190 per share "even as a stand-alone entity."
04/11/19
FBCO
04/11/19
INITIATION
Target $173
FBCO
Outperform
IBM initiated with an Outperform at Credit Suisse
Credit Suisse analyst Matt Cabral initiated IBM (IBM) with an Outperform rating and a price target of $173. The analyst cites the impact of the company's pending Red Hat (RHT) acquisition generating synergies while bringing together the industry expertise and incumbency to "help customers move to hybrid". Cabral adds that while IBM has sustainable free cash flow of about $12B ex-Red Hat, he expects the deal to be cash flow accretive in the first year, becoming the company's "main driver of growth".
S Sprint
$6.08

0.09 (1.50%)

04/29/19
RAJA
04/29/19
DOWNGRADE
RAJA
Market Perform
Sprint downgraded to Market Perform from Outperform at Raymond James
05/07/19
05/07/19
NO CHANGE

T-Mobile, Sprint select Henrietta, NY for T-Mobile Customer Experience Center
T-Mobile US (TMUS) and Sprint Corporation (S) announced that they have selected Henrietta, New York, as the location for their previously announced Greater Rochester area Customer Experience Center, subject to the close of their merger to become the New T-Mobile. At full operation, the New T-Mobile CEC facility in Henrietta will directly employ more than 1,000 workers in the community and indirectly produce another 500 to 600 jobs. The new CEC jobs will feature great wages and benefits and will make the New T-Mobile one of the region's top 20 largest employers. The Henrietta CEC will support the expanded deployment of T-Mobile's innovative Team of Experts service model, which provides customers direct personal access to a dedicated team of specialists when they call or message for assistance. Specialists based in the Henrietta CEC will serve a large portion of the Northeast, including New York State. T-Mobile is not seeking any economic incentives related to this facility. In selecting the Greater Rochester area, T-Mobile engaged the Center for Governmental Research, an independent nonprofit consultancy, to conduct a thorough assessment of the economic and fiscal impact of a proposed Henrietta CEC on the Greater Rochester region. CGR found that the new development would likely generate significant economic momentum for the Greater Rochester area. According to CGR's analysis the region will see the following benefits: Spillover effects of New T-Mobile's investment will generate 500 to 600 jobs in addition to the up to approximately 1300 direct CEC employees within the region. CEC employee payroll will range from $22.1 to $26.0 million and will generate a combined income/sales tax of $1.5 to $1.8 million. Construction-phase investment will produce 200 direct and 30 spillover jobs with a total combined payroll of $13.0 million. Compensation and spending at the fully operational CEC will include $2.6 to $3.2 million in income tax and $1.7 to $2.0 million in combined state and local sales tax. The completion of the combination remains subject to regulatory approvals and certain other customary closing conditions. Federal regulatory approval is expected in the first half of 2019.
04/26/19
KEYB
04/26/19
NO CHANGE
Target $88
KEYB
Overweight
T-Mobile price target raised to $88 from $76 at KeyBanc
KeyBanc analyst Brandon Nispel raised his price target for T-Mobile (TMUS) to $88 from $76, saying he believes that "with or without" Sprint (S), T-Mobile's fundamentals and market position are extremely strong relative to its valuation and he would be aggressively buying shares. Nispel tells investors in a research note that he sees potential for T-Mobile to beat subscriber expectations in 2019, beat adjusted EBITDA expectations and believes the skeptics view on lower than expected ARPU and gross additions as "wrong." He backs an Overweight rating on the shares.
04/30/19
KEYB
04/30/19
NO CHANGE
Target $215
KEYB
Overweight
SBA Communications price target raised to $215 from $195 at KeyBanc
KeyBanc analyst Brandon Nispel raised his price target for SBA Communications to $215 from $195 as he continues to expect accelerating organic growth in its domestic business in 2019 versus 2018 and sees further potential for acceleration in 2020 versus 2019 if the T-Mobile (TMUS)/Sprint (S) merger is approved. The analyst also believes valuations can continue to trend higher given strong underlying growth in the business and his view that guidance could continue to be raised in 2019. He reiterates an Overweight rating on SBA Communications shares.
ON ON Semiconductor
$20.24

0.26 (1.30%)

04/17/19
LBOW
04/17/19
DOWNGRADE
LBOW
Neutral
ON Semiconductor downgraded to Neutral from Buy at Longbow
04/17/19
LBOW
04/17/19
DOWNGRADE
LBOW
Neutral
Longbow downgrades Texas Instruments, three other semis to Neutral
Longbow analyst Shawn Harrison downgraded Diodes (DIOD), ON Semiconductor (ON), Littelfuse (LFUS) and Texas Instruments (TXN) to Neutral from Buy to reflect a more conservative view of Q2 and second half sales growth relative to consensus expectations. Recent channel checks provided a more cautious view into any recovery given uncertainty in bookings in China and Europe, greater excess inventory than previously realized, and a return of semi pricing pressure, Harrison tells investors in a research note. Valuations also play a role in his downgrades of Littelfuse, Texas Instruments. For Diodes and ON Semiconductor, Harrison believes the slower demand recovery and a return of price declines will "mute clear secular tailwinds and weigh on sentiment, limiting upside."
04/30/19
JEFF
04/30/19
UPGRADE
Target $29
JEFF
Buy
Jefferies upgrades ON Semiconductor to Buy, says fundamentals bottoming
Jefferies analyst Mark Lipacis upgraded ON Semiconductor to Buy from Hold and raised his price target for the shares to $29 from $26. ON's fundamentals are bottoming and the company will post upside surprises and see its valuation expand as it tracks to its 2022 target margins, Lipacis tells investors in a research note following the company's better than expected Q1 results. The analyst says ON's commentary supports his view that semis are entering a sustained period of upward estimate revisions
04/30/19
JEFF
04/30/19
UPGRADE
JEFF
Buy
ON Semiconductor upgraded to Buy from Hold at Jefferies
Jefferies upgraded ON Semiconductor to Buy from Hold following the company's Q1 results.
NXPI NXP Semiconductors
$100.18

2.02 (2.06%)

05/01/19
BOFA
05/01/19
NO CHANGE
BOFA
NXP Semiconductors added to US 1 List at BofA/Merrill
04/09/19
PIPR
04/09/19
NO CHANGE
Target $110
PIPR
Overweight
Piper says NXP still attractive after rally, boosts price target to $110
Piper Jaffray analyst Harsh Kumar raised his price target for NXP Semiconductors to $110 from $100 saying the stock remains attractive, even after the recent rally. The "story is one of the most underappreciated in the semiconductor industry," Kumar tells investors in a research note. He believes concerns surrounding automotive are largely overblown and sees NXP "benefitting disproportionately to the upside with a trade resolution due to its broad based nature." Further, the analyst expects the company to meet its near-term gross margin target of 55%. Kumar reiterates an Overweight rating on the shares.
04/23/19
PIPR
04/23/19
NO CHANGE
PIPR
Piper sees U.S. ride-hailing market reaching $500B per year by 2040
Piper Jaffray expects the U.S. ride-hailing market will achieve annual revenue of $500B per year by 2040, analysts led by Alexander Potter tell investors in a research note. The firm, which utilized baseline data from the National Household Travel Survey, expects ride-hailing growth to continue, with around one-third of urban trips relying on shared third-party vehicles in 2040. This compares to a baseline of only 1.4% in 2017, and equates to a 20-year annual growth rate of ~14%, the analysts contend. Of the stocks with exposure to this trend, Piper prefers Lyft (LYFT), General Motors (GM) and NXP Semiconductors (NXPI). Other covered companies also warrant mention, including Apple (AAPL), Amazon.com (AMZN), Aptiv (APTV), Ford (F), Nvidia (NVDA), and Tesla (TSLA), says Piper.
05/01/19
05/01/19
NO CHANGE
Target $125

Buy
NXP Semiconductors added to US 1 List, target to $125 at BofA/Merrill
As previously reported, BofA/Merrill analyst Vivek Arya added NXP Semiconductors to the US 1 List following the Q1 beat and raise. Arya attributes strength to strong design wins in autos/IoT, combined with mobile, and 5G markets and notes the margin recovery is on track and management continues to buyback shares aggressively. The analyst reiterated his Buy rating on NXP Semiconductors and raised his price target to $125 from $105
TVPT Travelport
$15.30

-0.095 (-0.62%)

11/02/18
IMPC
11/02/18
NO CHANGE
Target $20
IMPC
Outperform
Travelport price target lowered to $20 from $25 at Imperial Capital
Imperial Capital analyst Adam Hackel lowered his price target for Travelport to $20 following the company's Q3 results but maintains an Outperform rating on the name. The reaffirmed its fiscal year guidance following the better than expected Q3 results, while acknowledging headwinds in Q4 and early fiscal 2019, Hackel tells investors in a post-earnings research note. Despite "some near-term headwinds," Travelport shares are attractive, says the analyst.
01/09/19
EVER
01/09/19
UPGRADE
EVER
In Line
Travelport upgraded to In Line from Underperform at Evercore ISI
09/06/18
DBAB
09/06/18
NO CHANGE
Target $25
DBAB
Buy
Travelport should sell eNett in near future, says Deutsche Bank
eNett could be valued at $1B and Travelport (TVPT) could use the proceeds from a divestiture for an accelerated share repurchase or potentially lower the equity required to take the company private, Deutsche Bank analyst Ashish Sabadra tells investors in a research note. The analyst believes Travelport is not being valued on a sum-of-the-parts basis and that it is not given credit for the accelerated growth in eNett. Given the "rich valuation for high-growth payment assets," Travelport should sell eNett in the near future, Sabadra contends. The analyst believes an acquisition of eNett could potentially complement Wex's (WEX) Travel and Corporate payments offering and could also be synergistic with Fleetcor's (FLT) corporate payment business. Sabadra has a Buy rating on Travelport with a $25 price target.
12/10/18
IMPC
12/10/18
DOWNGRADE
Target $15.75
IMPC
In-Line
Travelport downgraded to In-Line from Outperform at Imperial Capital
Imperial Capital analyst Adam Hackel downgraded Travelport to In-Line from Outperform and lowered his price target to $15.75 from $20 after the company agreed to be acquired by affiliates of Siris Capital and Evergreen Coast Capital in an all-cash transaction for $15.75 per share.
DISCK Discovery Inc.
$26.19

-0.04 (-0.15%)

06/13/18
MSCO
06/13/18
NO CHANGE
MSCO
Morgan Stanley says AT&T ruling may help narrow public/private media value gap
Morgan Stanley analyst Benjamin Swinburne said the court approval of AT&T's (T) acquisition of Time Warner (TWX) without conditions recognized the reality of new competition in the form of content investments from players such as Netflix (NFLX), Google's (GOOGL) YouTube, Amazon (AMZN), Apple (AAPL) and Facebook (FB). This ruling sends a "clear message to other industry players" and market uncertainty on deal prospects could fall, which could mean that equity values will likely rise accordingly, Swinburne tells investors. He notes there remains a large gap, which may now narrow, between private market valuations and public multiples in many parts of media and cable, pointing to Discovery Inc. (DISCK) as an example illustrating that point.
HZNP Horizon Pharma
$26.66

-0.29 (-1.08%)

04/04/19
PIPR
04/04/19
NO CHANGE
Target $33
PIPR
Overweight
Piper sees potentially 'transformational opportunity' for Horizon Pharma
After hosting a call featuring a key opinion leader who treats a "significant number" of patients with moderate-to-severely active thyroid eye disease, Piper Jaffray analyst David Amsellem says he continues to view teprotumumab as a "potentially transformational opportunity" for Horizon Pharma. The commentary on the call "clearly underscores the extent to which systemic corticosteroids are inadequate for these patients," Amsellem tells investors in a research note. He believes experts views teprotumumab as "potentially paradigm-shifting" and reiterates an Overweight rating on Horizon Pharma with a $33 price target.
04/04/19
BMOC
04/04/19
NO CHANGE
Target $29
BMOC
Market Perform
Horizon Pharma price target raised to $29 from $21 at BMO Capital
BMO Capital analyst Gary Nachman raised his price target on Horizon Pharma to $29 after the company disclosed "very positive" phase 3 data for Teprotumumab, along with some initial physician feedback in his mini-survey. The analyst notes that the response is "clearly very optimistic on the Tepro opportunity given the drug's compelling profile", even though questions remain about its "addressable market size and pricing/reimbursement". Nachman further states that the management "deserves credit for strong execution" but keeps his Market Perform rating on Horizon Pharma stock because of its valuation and balanced risk-reward.
05/01/19
SBSH
05/01/19
UPGRADE
SBSH
Buy
Horizon Pharma upgraded to Buy from Neutral at Citi
05/01/19
SBSH
05/01/19
UPGRADE
Target $32
SBSH
Buy
Citi upgrades Horizon Pharma to Buy, boosts price target to $32
Citi analyst Liav Abraham upgraded Horizon Pharma to Buy from Neutral and raised her price target for the shares to $32 from $21. The analyst's view on two of the company's key longer term value drivers, teprotumumab for thyroid eye disease and Krystexxa for the treatment of refractory gout, has become more constructive. Despite the recent share price move, Horizon's story is one of the more de-risked in the space "on several fronts, including commercial execution, pipeline, and balance sheet," Abraham tells investors in a research note.
GLD SPDR Gold Shares
$122.36

-0.07 (-0.06%)

BHC Bausch Health
$25.28

0.355 (1.42%)

05/07/19
MZHO
05/07/19
NO CHANGE
Target $45
MZHO
Buy
Bausch Health price target raised to $45 from $41 at Mizuho
Mizuho analyst Irina Koffler raised her price target for Bausch Health Companies to $45 from $41 citing yesterday's "beat and raise" quarter. The analyst reiterates a Buy rating on the shares.
05/13/19
JPMS
05/13/19
UPGRADE
JPMS
Neutral
Bausch Health upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Christopher Schott upgraded Bausch Health to Neutral from Underweight.
05/13/19
JPMS
05/13/19
UPGRADE
Target $28
JPMS
Neutral
JPMorgan upgrades Bausch Health to Neutral on 'stabilizing' EBITDA
JPMorgan analyst Chris Schott upgraded Bausch Health to Neutral from Underweight and raised his price target for the shares to $28 from $25. While a number of challenges remain in the story given the company's high leverage and controversial Xifaxan loss of exclusivity, its EBITDA is "clearly stabilizing and should begin to grow from here," Schott tells investors in a research note. The analyst's sum-of-the-parts valuation suggests little downside for Bausch Health shares.
05/13/19
05/13/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Royal Dutch Shell (RDS.A, RDS.B) upgraded to Buy from Hold at Deutsche Bank and HSBC. 2. KB Home (KBH) upgraded to Overweight from Equal Weight at Barclays with analyst Matthew Bouley saying his firm's spring agent survey confirmed that housing fundamentals have improved and stabilized. 3. Becton Dickinson (BDX) upgraded to Overweight from Equal Weight at Barclays with analyst Kristen Stewart saying the pullback in the shares since the FDA update on drug-coated balloons on March 15, coupled with the resetting of expectations following the company's Q2 results, provides an opportunity for investors. 4. Merck (MRK) upgraded to Overweight from Neutral at Atlantic Equities. 5. Bausch Health (BHC) upgraded to Neutral from Underweight at JPMorgan with analyst Chris Schott saying while a number of challenges remain in the story given the company's high leverage and controversial Xifaxan loss of exclusivity, its EBITDA is "clearly stabilizing and should begin to grow from here." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
MYL Mylan
$20.04

-0.36 (-1.76%)

05/15/19
WELS
05/15/19
NO CHANGE
WELS
Lawsuit creates overhang for Teva, Mylan, says Wells Fargo
Wells Fargo analyst David Maris continues to be cautious on Teva (TEVA) and Mylan (MYL) following the price fixing lawsuit against generic companies, and said that the lack of criminal charges "does not take away the financial overhang of the suit." The analyst added that this suit may stop "opportunistic price increases in generics." He remains on the sidelines on both Teva and Mylan, both of which he has Market Perform ratings on.
05/13/19
WELS
05/13/19
NO CHANGE
WELS
Lawsuit against Teva, others to hit generic drug stocks, says Wells Fargo
Wells Fargo analyst David Maris believes the lawsuit by 44 states against 20 generic drugmakers will weigh on generic drug stocks this week and remain an "overhang issue for some time." Actual penalties and damages are impossible to calculate, but could be material, Maris tells investors in a research note. The analyst spoke to the Connecticut attorney general's office this morning and learned they are preparing for trial in these cases. Language the attorney general has used, such as "unprecedented" and his desire to clawback all gains from collusion, should be indicative of the states' intent, Maris writes. He believes that for a sector that is generally highly levered, and with some companies named already facing an overhang from opioid litigation like Teva (TEVA), this is "especially unwelcome news."
05/08/19
05/08/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Mylan (MYL) downgraded to Market Perform from Outperform at Wells Fargo with analyst David Maris saying Mylan reported "disappointing" results which missed consensus on several key metrics including revenue and revenue by segment. 2. Inogen (INGN) downgraded to Neutral from Overweight at JPMorgan with analyst Robert Marcus saying the company's in-line Q1 results were overshadowed by a $25M reduction to guidance. 3. Fortive (FTV) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Joshua Pokrzywinski citing the stock's valuation after a 29% year-to-date advance as well as the sector valuation of "high quality industrials". 4. Farmer Bros. (FARM) downgraded to Neutral from Buy at Roth Capital with analyst Gerry Sweeney saying the company's results were hurt by significant operating issues and Mike Keown stepped down as CEO. 5. 2U (TWOU) downgraded to Neutral from Outperform at Credit Suisse with analyst Brad Zelnick noting the company reported Q1 and lowered its fiscal year revenue guidance, primarily accounting for schools tightening their admissions. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/08/19
RBCM
05/08/19
NO CHANGE
Target $26
RBCM
Outperform
Mylan price target lowered to $26 from $45 at RBC Capital
RBC Capital analyst Randall Stanicky lowered his price target on Mylan to $26, saying yesterday's 24% stock price plunge and investor frustration are "justified", even though the magnitude of the sell-off may be "overly punitive." The analyst cites the management's forecasting challenges, "delays in responding to industry change", and governance issues as factors in the stock price decline. Stanicky also keeps his Outperform rating and expects the pressure on the company's board to facilitate change to increase.

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APLS

Apellis

$21.22

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13:23
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$10.55

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AstraZeneca

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STRO

Sutro Biopharma

$11.17

-0.34 (-2.95%)

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BPMC

Blueprint Medicines

$90.65

-0.35 (-0.38%)

12:59
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Blueprint Medicines presents updated EXPLORER trial data for Avapritinib »

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  • 18

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INCY

Incyte

$77.76

1.385 (1.81%)

12:52
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Incyte announced results from Phase 2 study of Ruxolitinib cream in vitiligo »

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ABBV

AbbVie

$78.69

-0.27 (-0.34%)

, INCY

Incyte

$77.76

1.385 (1.81%)

04:55
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06/16
04:55
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Conference/Events
European Hematology Association to hold a conference »

24th EHA Congress 2019…

ABBV

AbbVie

$78.69

-0.27 (-0.34%)

INCY

Incyte

$77.76

1.385 (1.81%)

ARQL

ArQule

$8.17

1.88 (29.89%)

AMGN

Amgen

$176.09

-0.74 (-0.42%)

ALXN

Alexion

$117.94

0.65 (0.55%)

AGIO

Agios Pharmaceuticals

$47.97

-1.78 (-3.58%)

AZN

AstraZeneca

$39.68

-0.23 (-0.58%)

BLUE

Bluebird Bio

$117.57

-6.33 (-5.11%)

BMY

Bristol-Myers

$47.57

0.25 (0.53%)

CELG

Celgene

$96.49

0.07 (0.07%)

NVS

Novartis

$89.52

-0.07 (-0.08%)

NSTG

NanoString

$25.96

0.45 (1.76%)

KPTI

Karyopharm

$5.71

-0.04 (-0.70%)

JAZZ

Jazz Pharmaceuticals

$130.43

0.28 (0.22%)

GSK

GlaxoSmithKline

$40.12

0.015 (0.04%)

GILD

Gilead

$66.38

-0.62 (-0.93%)

DSNKY

Daiichi Sankyo

$0.00

(0.00%)

PFE

Pfizer

$42.75

0.24 (0.56%)

PTLA

Portola Pharmaceuticals

$25.78

-0.31 (-1.19%)

QGEN

Qiagen

$39.52

-0.07 (-0.18%)

RHHBY

Roche

$0.00

(0.00%)

RIGL

Rigel Pharmaceuticals

$2.06

-0.06 (-2.83%)

SNY

Sanofi

$42.46

-0.225 (-0.53%)

SGEN

Seattle Genetics

$68.67

-0.33 (-0.48%)

STML

Stemline

$14.20

0.12 (0.85%)

VSTM

Verastem

$1.39

0.125 (9.88%)

03/08/13
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AMZN

Amazon.com

$1,870.07

-0.23 (-0.01%)

, GRUB

GrubHub

$70.15

-2.76 (-3.79%)

13:28
06/15/19
06/15
13:28
06/15/19
13:28
Periodicals
Amazon exit gives GrubHub stock boost, Barron's says »

Amazon (AMZN) is…

AMZN

Amazon.com

$1,870.07

-0.23 (-0.01%)

GRUB

GrubHub

$70.15

-2.76 (-3.79%)

03/08/13
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ABC

AmerisourceBergen

$85.01

-1.46 (-1.69%)

, CAH

Cardinal Health

$44.16

-1.13 (-2.50%)

13:20
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06/15
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13:20
Periodicals
McKesson, Cardinal Health looking like bargains, Barron's says »

Investors have halved the…

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AmerisourceBergen

$85.01

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Cardinal Health

$44.16

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MCK

McKesson

$133.19

-1.7 (-1.26%)

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RTN

Raytheon

$177.38

0.195 (0.11%)

, UTX

United Technologies

$125.30

0.45 (0.36%)

13:09
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Periodicals
United Technologies, Raytheon stocks looking cheap, Barron's says »

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RTN

Raytheon

$177.38

0.195 (0.11%)

UTX

United Technologies

$125.30

0.45 (0.36%)

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GrubHub

$70.15

-2.76 (-3.79%)

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Amazon.com

$1,870.07

-0.23 (-0.01%)

13:04
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13:04
Periodicals
Food fight extending well beyond restaurant delivery, Barron's says »

Amazon (AMZN) is quitting…

GRUB

GrubHub

$70.15

-2.76 (-3.79%)

AMZN

Amazon.com

$1,870.07

-0.23 (-0.01%)

03/08/13
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03/06/13
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GOOGL

Alphabet Class A

$1,086.36

-4.65 (-0.43%)

, GOOG

Alphabet

$1,085.56

-3.52 (-0.32%)

12:59
06/15/19
06/15
12:59
06/15/19
12:59
Periodicals
Facebook, JPMorgan chiefs among Best CEOs of 2019, Barron's says »

Separated into three…

GOOGL

Alphabet Class A

$1,086.36

-4.65 (-0.43%)

GOOG

Alphabet

$1,085.56

-3.52 (-0.32%)

FB

Facebook

$181.35

3.88 (2.19%)

MCD

McDonald's

$205.33

0.85 (0.42%)

JPM

JPMorgan

$109.84

0.26 (0.24%)

BAC

Bank of America

$28.03

0.09 (0.32%)

BLK

BlackRock

$446.96

-1.29 (-0.29%)

BX

Blackstone

$44.13

0.17 (0.39%)

03/08/13
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    Oct

AVGO

Broadcom

$265.99

-15.96 (-5.66%)

, AAPL

Apple

$192.84

-1.93 (-0.99%)

07:17
06/15/19
06/15
07:17
06/15/19
07:17
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AVGO

Broadcom

$265.99

-15.96 (-5.66%)

AAPL

Apple

$192.84

-1.93 (-0.99%)

HNHPF

Hon Hai Precision

$0.00

(0.00%)

UTX

United Technologies

$125.30

0.45 (0.36%)

RTN

Raytheon

$177.38

0.195 (0.11%)

CGC

Canopy Growth

$41.15

-0.64 (-1.53%)

TLRY

Tilray

$38.96

-1.78 (-4.37%)

APHA

Aphria

$6.80

-0.15 (-2.16%)

ACB

Aurora Cannabis

$7.56

(0.00%)

CVSI

CV Sciences

$0.00

(0.00%)

CNTTF

CannTrust Holdings

$0.00

(0.00%)

CRON

Cronos Group

$15.43

-0.92 (-5.63%)

CANN

General Cannabis

$0.00

(0.00%)

IGC

India Globalization Capital

$1.28

0.4201 (48.85%)

MLCPF

MediPharm Labs

$0.00

(0.00%)

ZYNE

Zynerba

$13.03

-0.54 (-3.98%)

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ABBV

AbbVie

$78.69

-0.27 (-0.34%)

, ABMD

Abiomed

$250.96

-4.58 (-1.79%)

04:55
06/15/19
06/15
04:55
06/15/19
04:55
Conference/Events
International League of Dermatological Societies to hold a conference »

24th World Congress of…

ABBV

AbbVie

$78.69

-0.27 (-0.34%)

ABMD

Abiomed

$250.96

-4.58 (-1.79%)

BMY

Bristol-Myers

$47.57

0.25 (0.53%)

CELG

Celgene

$96.49

0.07 (0.07%)

LLY

Eli Lilly

$111.74

-0.06 (-0.05%)

JNJ

Johnson & Johnson

$140.08

-0.63 (-0.45%)

NVS

Novartis

$89.52

-0.07 (-0.08%)

PFE

Pfizer

$42.75

0.24 (0.56%)

PG

Procter & Gamble

$111.20

0.28 (0.25%)

SNY

Sanofi

$42.46

-0.225 (-0.53%)

UL

Unilever; also tag UN

$62.61

-0.07 (-0.11%)

UN

Unilever; also tag UL

$61.30

-0.13 (-0.21%)

INCY

Incyte

$77.76

1.385 (1.81%)

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    Aug

  • 03

    Sep

  • 16

    Sep

  • 13

    Nov

  • 04

    Dec

  • 25

    Mar

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    Apr

BMY

Bristol-Myers

$47.57

0.25 (0.53%)

, GSK

GlaxoSmithKline

$40.12

0.015 (0.04%)

04:55
06/15/19
06/15
04:55
06/15/19
04:55
Conference/Events
European Congress of Rheumatology to hold a conference »

EULAR 2019 will be held…

BMY

Bristol-Myers

$47.57

0.25 (0.53%)

GSK

GlaxoSmithKline

$40.12

0.015 (0.04%)

PFE

Pfizer

$42.75

0.24 (0.56%)

LLY

Eli Lilly

$111.74

-0.06 (-0.05%)

ABBV

AbbVie

$78.69

-0.27 (-0.34%)

NVS

Novartis

$89.52

-0.07 (-0.08%)

RHHBY

Roche

$0.00

(0.00%)

BIIB

Biogen

$227.67

-3.57 (-1.54%)

AMGN

Amgen

$176.09

-0.74 (-0.42%)

SNY

Sanofi

$42.46

-0.225 (-0.53%)

CELG

Celgene

$96.49

0.07 (0.07%)

GILD

Gilead

$66.38

-0.62 (-0.93%)

REGN

Regeneron

$305.19

-2.235 (-0.73%)

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    Aug

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  • 26

    Aug

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    Aug

  • 02

    Sep

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    Sep

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    Sep

  • 04

    Nov

  • 04

    Dec

  • 25

    Mar

  • 04

    Apr

ABBV

AbbVie

$78.69

-0.27 (-0.34%)

, INCY

Incyte

$77.76

1.385 (1.81%)

04:55
06/15/19
06/15
04:55
06/15/19
04:55
Conference/Events
European Hematology Association to hold a conference »

24th EHA Congress 2019…

ABBV

AbbVie

$78.69

-0.27 (-0.34%)

INCY

Incyte

$77.76

1.385 (1.81%)

ARQL

ArQule

$8.17

1.88 (29.89%)

AMGN

Amgen

$176.09

-0.74 (-0.42%)

ALXN

Alexion

$117.94

0.65 (0.55%)

AGIO

Agios Pharmaceuticals

$47.97

-1.78 (-3.58%)

AZN

AstraZeneca

$39.68

-0.23 (-0.58%)

BLUE

Bluebird Bio

$117.57

-6.33 (-5.11%)

BMY

Bristol-Myers

$47.57

0.25 (0.53%)

CELG

Celgene

$96.49

0.07 (0.07%)

NVS

Novartis

$89.52

-0.07 (-0.08%)

NSTG

NanoString

$25.96

0.45 (1.76%)

KPTI

Karyopharm

$5.71

-0.04 (-0.70%)

JAZZ

Jazz Pharmaceuticals

$130.43

0.28 (0.22%)

GSK

GlaxoSmithKline

$40.12

0.015 (0.04%)

GILD

Gilead

$66.38

-0.62 (-0.93%)

DSNKY

Daiichi Sankyo

$0.00

(0.00%)

PFE

Pfizer

$42.75

0.24 (0.56%)

PTLA

Portola Pharmaceuticals

$25.78

-0.31 (-1.19%)

QGEN

Qiagen

$39.52

-0.07 (-0.18%)

RHHBY

Roche

$0.00

(0.00%)

RIGL

Rigel Pharmaceuticals

$2.06

-0.06 (-2.83%)

SNY

Sanofi

$42.46

-0.225 (-0.53%)

SGEN

Seattle Genetics

$68.67

-0.33 (-0.48%)

STML

Stemline

$14.20

0.12 (0.85%)

VSTM

Verastem

$1.39

0.125 (9.88%)

03/08/13
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03/06/13
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    Nov

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    Dec

  • 25

    Mar

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    Apr

ABT

Abbott

$82.25

-0.03 (-0.04%)

, AMGN

Amgen

$176.09

-0.74 (-0.42%)

04:55
06/15/19
06/15
04:55
06/15/19
04:55
Conference/Events
Society for Vascular Surgery to hold annual meeting »

SVS Annual Meeting 2019…

ABT

Abbott

$82.25

-0.03 (-0.04%)

AMGN

Amgen

$176.09

-0.74 (-0.42%)

BSX

Boston Scientific

$40.41

-0.26 (-0.64%)

PFE

Pfizer

$42.75

0.24 (0.56%)

CRY

CryoLife

$29.13

-0.13 (-0.44%)

EW

Edwards Lifesciences

$184.00

-0.63 (-0.34%)

ELGX

Endologix

$7.61

0.2 (2.70%)

IAC

IAC

$228.41

-2.63 (-1.14%)

HCA

HCA Healthcare

$126.64

-0.76 (-0.60%)

LMAT

LeMaitre

$26.04

-0.44 (-1.66%)

ORGO

Organogenesis

$7.39

0.02 (0.27%)

OSIR

Osiris

$0.00

(0.00%)

PEN

Penumbra

$166.75

2.93 (1.79%)

SWAV

ShockWave Medical

$58.27

-0.99 (-1.67%)

WTKWY

Wolters Kluwer

$0.00

(0.00%)

03/08/13
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03/06/13
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03/06/13
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  • 19

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    Sep

  • 13

    Nov

CNC

Centene

$53.52

-0.26 (-0.48%)

, WCG

WellCare

$287.16

0.145 (0.05%)

18:45
06/14/19
06/14
18:45
06/14/19
18:45
Hot Stocks
Centene CEO: Medicare for all will not work »

In an interview on…

CNC

Centene

$53.52

-0.26 (-0.48%)

WCG

WellCare

$287.16

0.145 (0.05%)

03/08/13
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  • 14

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    Jul

HMC

Honda

$25.34

-0.405 (-1.57%)

18:24
06/14/19
06/14
18:24
06/14/19
18:24
Hot Stocks
Honda recalls all 2016-2019 model year Pioneer vehicles »

Honda is conducting a…

03/08/13
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03/06/13
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RH

RH

$111.28

1.42 (1.29%)

18:22
06/14/19
06/14
18:22
06/14/19
18:22
Hot Stocks
RH CEO: We think our stock is massively undervalued »

In an interview on…

03/08/13
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DISH

Dish

$37.54

-0.35 (-0.92%)

, S

Sprint

$7.01

0.2 (2.94%)

18:08
06/14/19
06/14
18:08
06/14/19
18:08
Periodicals
Dish leads bidding for Sprint, T-Mobile assets, WSJ reports »

Dish Network (DISH) is…

DISH

Dish

$37.54

-0.35 (-0.92%)

S

Sprint

$7.01

0.2 (2.94%)

TMUS

T-Mobile

$74.90

0.44 (0.59%)

CHTR

Charter

$392.20

2.76 (0.71%)

ATUS

Altice USA

$23.82

0.15 (0.63%)

03/08/13
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03/06/13
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AAL

American Airlines

$32.69

-0.39 (-1.18%)

17:31
06/14/19
06/14
17:31
06/14/19
17:31
Periodicals
American Air asks court to end 'devastating' work slowdown, Bloomberg says »

American Airlines urged a…

03/08/13
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ROLL

RBC Bearings

$150.43

-3.38 (-2.20%)

17:16
06/14/19
06/14
17:16
06/14/19
17:16
Hot Stocks
RBC Bearings CEO sells over 5,000 common shares »

In a regulatory filing,…

03/08/13
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FTNW

FTE Networks

$1.25

(0.00%)

17:14
06/14/19
06/14
17:14
06/14/19
17:14
Hot Stocks
FTE Networks granted financial viability exception by NYSE regulation »

FTE Networks announced…

03/08/13
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BA

Boeing

$347.19

-1.54 (-0.44%)

17:14
06/14/19
06/14
17:14
06/14/19
17:14
Hot Stocks
Boeing awarded Air Force contract modification, increases ceiling by $6.53B »

Boeing has been awarded a…

03/08/13
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03/08/13
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03/06/13
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