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BOOT

Boot Barn

$27.39

0.23 (0.85%)

, AMAT

Applied Materials

$41.65

0.15 (0.36%)

18:54
05/16/19
05/16
18:54
05/16/19
18:54

Fly Intel: After Hours Movers

UP AFTER EARNINGS: Boot Barn (BOOT) up 9.2%... Applied Materials (AMAT) up 6.1%... Palomar (PLMR) up 3.7%... 21Vianet (VNET) up 1.6%... Nvidia (NVDA) up 1.4%. ALSO HIGHER: Axovant Gene Therapies (AXGT) up 1.6% after disclosing dosing of first patient in AXO-AAV-GM1 study... Inovia (INO) up 1.5% after announcing collaboration with Qiagen on diagnostic test for Inovio's VGX-3100 in HPV... DOWN AFTER EARNINGS: Pinterest (PINS) down 16.3%... Baidu (BIDU) down 10.2%... iQIYI (IQ) down 5.4%... ALSO LOWER: Bio-Path Holdings (BPTH) down 7.5% after equity offering... Waitr Holdings (WTRH) down 4.6% after equity offering. Movers as of 18:30ET.

BOOT

Boot Barn

$27.39

0.23 (0.85%)

AMAT

Applied Materials

$41.65

0.15 (0.36%)

PLMR

Palomar

$19.90

-0.385 (-1.90%)

VNET

21Vianet

$7.93

-0.05 (-0.63%)

NVDA

Nvidia

$160.24

0.64 (0.40%)

AXGT

Axovant

$7.61

-0.36 (-4.52%)

INO

Inovio

$3.42

-0.065 (-1.87%)

PINS

Pinterest

$30.89

2.22 (7.74%)

BIDU

Baidu

$153.76

1.31 (0.86%)

IQ

iQIYI

$20.41

0.15 (0.74%)

BPTH

Bio-Path Holdings

$16.61

-1.1 (-6.21%)

WTRH

Waitr Holdings

$7.81

-0.32 (-3.94%)

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    May

BOOT Boot Barn
$27.39

0.23 (0.85%)

05/13/19
PIPR
05/13/19
NO CHANGE
Target $41
PIPR
Overweight
Boot Barn price target raised to $41 from $33 at Piper Jaffray
Piper Jaffray analyst Peter Keith raised his price target for Boot Barn Holdings to $41 from $33 and reiterates an Overweight rating on the shares ahead of the company's fiscal Q4 results on May 16. The stock's risk/reward appears favorable as the rural retail backdrop and Boot Barn's business drivers remain "very favorable," Keith tells investors in a pre-earnings research note. He beeves shares at less than $30 currently represent an attractive entry point.
05/13/19
PIVT
05/13/19
DOWNGRADE
Target $30
PIVT
Hold
Boot Barn downgraded to Hold from Buy at Pivotal Research
Pivotal Research analyst Mitch Kummetz downgraded Boot Barn to Hold from Buy while raising his price target for the shares to $30 from $28. The analyst sees a less favorable risk/reward at current share levels heading into the company's results on May 16. He does not see enough room for upside to his estimates, mainly because he believes oil and gas employment is becoming a "diminishing tailwind."
03/14/19
SIDC
03/14/19
INITIATION
SIDC
Buy
Boot Barn initiated with a Buy at Sidoti
05/13/19
05/13/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Deere (DE) and Titan Machinery (TITN) downgraded to Neutral from Outperform at Baird. 2. Boot Barn (BOOT) downgraded to Hold from Buy at Pivotal Research with analyst Mitch Kummetz saying he sees a less favorable risk/reward at current share levels heading into the company's results on May 16. He does not see enough room for upside to his estimates, mainly because he believes oil and gas employment is becoming a "diminishing tailwind." 3. Shopify (SHOP) downgraded to Neutral from Buy at Guggenheim with analyst Ken Wong saying he sees upside potential as limited given the stock's current valuation, which he notes has now passed previous peak levels. 4. ADT Inc. (ADT) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Toni Kaplan saying she has less confidence in the company's growth outlook following a recent AlphaWise survey conducted by the firm. 5. 51job (JOBS) downgraded to Neutral from Buy at Citi with analyst Alicia Yap saying she believes weakening operating metrics, such as a faster rate of decline for active employer count and slower rate of growth of ARPU, may be signals of challenges for online recruitment revenue growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
AMAT Applied Materials
$41.65

0.15 (0.36%)

05/15/19
05/15/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Westlake Chemical (WLK) upgraded to Buy from Neutral at Goldman Sachs with analyst Robert Koort saying the stock's 49% decline over the past year has created an opportunity to gain exposure to two commodity cycles that are bottoming, ethylene and chloralkali. 2. Zillow (ZG, Z) upgraded to Buy from Neutral at Guggenheim with analyst Jake Fuller saying its recent results prove that demand for Offers "is real" and he expects the company's Offers business to surpass its ad business by Q4 and generate greater than $1B of revenue in its first full year. 3. Chevron (CVX) upgraded to Conviction Buy from Buy at Goldman Sachs with analyst Neil Mehta saying Chevron's cash flow profile has positively inflected with the production contribution and capital spending roll-off from the startup of both the Gorgon and Wheatstone LNG projects. 4. Hess Corp. (HES) upgraded to Equalweight from Underweight at Capital One with analyst Phillips Johnston saying he reviewed his model post Q1 earnings and "massively" overhauled his Guyana production estimates. 5. Applied Materials (AMAT) and Advanced Energy (AEIS) upgraded to Positive from Neutral at Susquehanna. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/15/19
SUSQ
05/15/19
UPGRADE
Target $60
SUSQ
Positive
Applied Materials upgraded to Positive on 'major' memory wins at Susquehanna
Susquehanna analyst Mehdi Hosseini upgraded Applied Materials to Positive from Neutral, stating that his recent checks suggest that the company has won "major" memory design wins that should help it regain lost share and put it back on track for an "annualized" EPS run rate of $5 in the second half of 2020. The analyst, who also said he believes semi cap fundamentals are "not far from a bottoming," raised his price target on Applied shares to $60 from $34.
05/15/19
SUSQ
05/15/19
UPGRADE
SUSQ
Positive
Applied Materials upgraded to Positive from Neutral at Susquehanna
05/15/19
SUSQ
05/15/19
UPGRADE
Target $82
SUSQ
Positive
Susquehanna upgrades Advanced Energy to Positive on Applied Materials gains
As previously reported, Susquehanna analyst Mehdi Hosseini upgraded Advanced Energy (AEIS) to Positive from Neutral, stating that he believes the company is poised to benefit from market share gains made by its largest customer, Applied Materials (AMAT). As Hosseini told investors in his separate upgrade of Applied Materials to Positive, his recent checks suggest that the company has won "major" memory design wins that should help it regain lost share. He thinks Applied gaining memory share is "particularly positive" for Advanced's semi system business unit, the analyst stated. Hosseini raised his price target on Advanced Energy shares to $82 from $45.
PLMR Palomar
$19.90

-0.385 (-1.90%)

05/14/19
WBLR
05/14/19
INITIATION
WBLR
Outperform
Palomar initiated with an Outperform at William Blair
William Blair analyst Adam Klauber started Palomar Holdings with an Outperform rating calling the company a "high-growth tech-enabled" insurer.
05/13/19
RHCO
05/13/19
INITIATION
Target $27
RHCO
Buy
Palomar initiated with a Buy at SunTrust
SunTrust analyst Mark Hughes initiated Palomar with a Buy rating and a price target of $27, citing its position as a "differentiated growth company" with high returns on capital and a valuation at a "material discount". The analyst notes that the revenue opportunity in the Property & Casualty insurance market undergoing "emerging fundamental tailwinds" is about $20B, adding that his assumed 15-times forward earnings multiple still offers a "meaningful discount" relative to Palomar's peers. Hughes is also positive on the company's strategy of targeting catastrophe-exposed end markets where competition is moderate and where its advanced technology is advantageous.
05/15/19
WBLR
05/15/19
INITIATION
WBLR
Outperform
Palomar one of the best growth stories in insurance, says William Blair
William Blair analyst Adam Klauber last night initiated coverage of Palomar Holdings with an Outperform rating. The company's analytical underwriting approach creates a material pricing advantage over peers and helps drive peer-leading underwriting margins, Klauber tells investors in a research note. He believes Palomar represents one of the best growth opportunities in the insurance sector, with estimated earnings growth of 27% in 2020 and mid-teens over the longer term.
05/15/19
05/15/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Target Hospitality (TH) initiated with a Buy at Stifel. 2. Palomar (PLMR) initiated with an Outperform at William Blair. 3. MKS Instruments (MKSI) initiated with a Positive at Susquehanna. 4. Pinduoduo (PDD) initiated with a Buy at BofA/Merrill. 5. Four Corners Property Trust (FCPT) initiated with an Equal Weight at Barclays. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
VNET 21Vianet
$7.93

-0.05 (-0.63%)

10/03/18
10/03/18
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. XPO Logistics (XPO) initiated with a Buy at Jefferies. 2. Allegiance Bancshares (ABTX) initiated with a Strong Buy at Raymond James. 3. 21Vianet (VNET) initiated with a Buy at Jefferies. 4. Frontdoor (FTDR) initiated with a Buy at Gabelli. 5. Anixa Biosciences (ANIX) initiated with a Buy at B. Riley FBR. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/03/18
JEFF
10/03/18
INITIATION
Target $14.2
JEFF
Buy
Jefferies starts 21Vianet with Buy rating, $14.20 price target
Jefferies analyst Rex Wu initiated coverage of 21Vianet with a Buy rating and $14.20 price target. The analyst likes 21Vianet's "leading position" in the "undersupplied" Tier-1 city data center market and believes its recovery is on track under new management.
10/02/18
JEFF
10/02/18
INITIATION
Target $14.2
JEFF
Buy
21Vianet initiated with a Buy at Jefferies
Target $14.20.
01/14/19
MSCO
01/14/19
NO CHANGE
Target $17
MSCO
Overweight
21Vianet named research tactical idea at Morgan Stanley
Morgan Stanley analyst Yang Liu named 21Vianet as a Research Tactical Idea, stating that he believes the shares will rise in absolute terms over the next 60 days. The analyst, who believe 21Vianet is well on track to deliver its 2018 guidance and forecasts it can grow EBITDA by 15% per year in 2019-20, has a $17 price target on the stock.
NVDA Nvidia
$160.24

0.64 (0.40%)

05/14/19
STFL
05/14/19
NO CHANGE
Target $145
STFL
Hold
Stifel lowers FY20 estimates for Nvidia ahead of earnings
Stifel analyst Kevin Cassidy lowered his Q1 revenue and non-GAAP EPS estimates for Nvidia to $2.165B and 79c, respectively, from his previous view of $2.2B and 82c, stating that he is cautious on the shares in front of earnings on May 16. He expects a more dramatic slowing of data center spending and potentially lower PC GPU average selling prices in FY20 and sees the company being challenged to meet its full year guidance for revenue flat to slightly down, Cassidy tells investors in an earnings preview note. He keeps a Hold rating on Nvidia and trimmed his price target for the stock to $145 from $150.
05/14/19
WEDB
05/14/19
NO CHANGE
Target $235
WEDB
Outperform
Cost of making Apple iPhones may go up amid U.S./China trade battle,says Wedbush
with its own $60B shot across the bow, Wedbush analyst Daniel Ives says that semiconductor names such as Nvidia (NVDA), Intel (INTC), and Micron (MU) among others represent clear worries that a potential supply chain disruption could be in the cards along with higher component costs being passed down the tech ecosystem and thus softening demand globally. While many U.S. companies are impacted by this latest trade tension, the "poster child for the U.S./China UFC battle" continues to be Apple (AAPL), with fears running rampant that these latest tariffs could significantly increase the cost of iPhones globally, he contends. Based on his analysis, Ives believes the cost of making iPhones currently will go up by roughly 2%-3%. However, if the Trump administration decides to levy a tariff on the additional $325B of Chinese goods over the coming weeks/months this would be more of a potential game changer from the perspective of the incremental costs to Apple and its iPhone production with expenses that could escalate by roughly 10%-plus over time. He reiterates an Outperform rating and a $235 price target on Apple shares.
05/16/19
SBSH
05/16/19
NO CHANGE
SBSH
Nvidia shares already pricing in data center weakness, says Citi
Shares of Nvidia (NVDA) have pulled back 16% since Intel (INTC) reported data center weakness and as such, the "cat is already out of the bag," Citi analyst Atif Malik tells investors in a research note previewing Nvidia's April water results. He believes buy-side focus is on data center and that expectations are for flat data center sales in the July quarter. However, the analyst models data center sales down 5% quarter-over-quarter. Nonetheless, Malik believes the data center weakness is priced in and he keeps a Buy rating on Nvidia.
05/16/19
WEDB
05/16/19
NO CHANGE
Target $235
WEDB
Outperform
Low likelihood Apple iPhones feel 'brunt of tariffs,' says Wedbush
Wedbush analyst Daniel Ives notes that there continues to be a lot of noise and confusion around the recently hiked 25% Chinese tariff and its potential impact on the tech food chain, semiconductor names like Nvidia (NVDA), Micron (MU), and Intel (INTC), and Apple (AAPL). Commenting on the news around the Trump administration's ban on Huawei products in the U.S., the analyst says he expects a "lot more sand to be thrown in the sand box between the Beltway and Shanghai until the G-20 talks," but cautions investors on Apple to not jump to conclusions. Many are "yelling fire in a crowded theater" saying this tariff issue will be a major fundamental blow to Apple, but the analyst "strongly" disagrees. Ives ultimately thinks there is a low likelihood that Apple and its iPhones feel the brunt of the tariff, and notes that the more concerning issue is around any hit in demand if Apple feels the noise in China and any pro Huawei sentiment negatively impacting sales in the near-term. The analyst reiterates an Outperform rating and a $235 price target on Apple's shares.
AXGT Axovant
$7.61

-0.36 (-4.52%)

03/11/19
CHDN
03/11/19
UPGRADE
CHDN
Buy
Axovant upgraded to Buy from Neutral at Chardan
02/15/19
GUGG
02/15/19
INITIATION
Target $7
GUGG
Buy
Axovant initiated with a Buy at Guggenheim
Guggenheim analyst Whitney Ijem started Axovant with a Buy rating and $7.00 price target, stating that she likes the company's diversified approach in CNS gene therapy and sees "reason for optimism" ahead of initial data from two pipeline programs in March.
04/11/19
EVER
04/11/19
INITIATION
Target $3
EVER
Outperform
Axovant initiated with an Outperform at Evercore ISI
Evercore ISI analyst Ravi Mehrotra initiated Axovant with an Outperform rating and a price targets of $3. The analyst believes that the company's "pipeline of high-potential assets is not priced in to the stock", with the Street view on the company as a "GT asset collector with no platform premium". Mehrotra contends that Axovant's lead asset AXO-Lenti-PD offers "promising preclinical data" with about 5-times more potency than predecessor ProSavin.
03/11/19
JMPS
03/11/19
NO CHANGE
Target $8
JMPS
Outperform
Axovant price target raised to $8 from $6 at JMP Securities
Following this morning's announcement of positive results from its AXO-Lenti-PD and AXO-AAV-GM2 programs, Axovant Sciences CEO provided additional color at a competitor conference which support the "compelling results," JMP Securities analyst Jason Butler tells investors in a research note. The analyst believes Axovant has assembled over the past 12 months a "differentiated and diversified" portfolio of gene therapy candidates. The AXO-Lenti-PD results demonstrated large improvements in motor function and reductions in dyskinesia, while the AXO-AAV-GM2 results showed a "clean" safety profile and demonstrated an "impressive" increase in Hex A enzyme activity, says Butler. He reiterates an Outperform rating on Axovant and raised his price target for the shares to $8 from $6. The stock in afternoon trading is up 31c, or 21%, to $1.79.
INO Inovio
$3.42

-0.065 (-1.87%)

03/26/19
03/26/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Dunkin' Brands (DNKN) initiated with a Perform at Oppenheimer. 2. Dow (DOW) initiated with an Outperform at Bernstein. 3. Nvidia (NVDA) initiated with an Overweight at Piper Jaffray. 4. Pan American Silver (PAAS) initiated with a Sector Perform at National Bank. 5. Inovio (INO) initiated with an Overweight at Cantor Fitzgerald. 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
PIPR
04/02/19
NO CHANGE
PIPR
Overweight
Inovio d-BiTEs news a 'significant pleasant surprise,' says Piper Jaffray
Piper Jaffray analyst Christopher Raymond said Inovio (INO) presented what he considers interesting, "albeit preclinical," data on DNA-encoded bispecific T-cell engagers, or "d-BiTEs," that could offer the advantages of Amgen's (AMGN) BiTE technology while "also offering what we see as an elegantly simple approach to addressing the inherent half-life challenges of current BiTE technology." Raymond said he did not expect that the company would be working on DNA-encoded bispecifics and called the announcement "a significant pleasant surprise" from the American Association for Cancer Research Annual Meeting. Raymond keeps an Overweight rating on Inovio shares.
05/09/19
05/09/19
NO CHANGE

Inovio reports Q1 EPS (30c), consensus (26c)
Reports Q1 revenue $2.8M, consensus $6.41M.
03/26/19
CANT
03/26/19
INITIATION
Target $12
CANT
Overweight
Inovio initiated with an Overweight at Cantor Fitzgerald
Cantor Fitzgerald analyst Charles Duncan last night initiated coverage of Inovio Pharmaceuticals with an Overweight rating and $12 price target. With the "large and growing" need for non-invasive therapies to treat human papillomavirus-related cervical dysplasia that can also help clear HPV infection, the ongoing Phase 3 Reveal-1/-2 studies are the major value driver for the stock in the next 12-18 months, Duncan tells investors in a research note.
PINS Pinterest
$30.89

2.22 (7.74%)

05/13/19
05/13/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Pinterest (PINS) initiated with an Outperform at Baird, a Buy at Citi, a Sector Perform at RBC Capital, a Hold at Deutsche Bank, a Neutral at Credit Suisse, UBS, BofA/Merrill, Goldman Sachs, and JPMorgan, and an Equal Weight at Barclays. 2. Zoom Video (ZM) initiated with an Overweight at JPMorgan and Piper Jaffray, a Buy at BofA/Merrill, a Market Perform at Wells Fargo and JMP Securities, a Sector Perform at RBC Capital, a Sector Weight at KeyBanc, an Equal Weight at Morgan Stanley, a Hold at Stifel, and a Neutral at Credit Suisse and Goldman Sachs. 3. Turning Point Therapeutics (TPTX) initiated with an Outperform at Wells Fargo and a Buy at Canaccord and Goldman Sachs. 4. Brigham Minerals (MNRL) initiated with an Overweight at Piper Jaffray and Barclays, an Outperform at Wells Fargo, RBC Capital, and Credit Suisse, and a Buy at Goldman Sachs and UBS. 5. Brainsway (BWAY) initiated with an Outperform at Raymond James and Oppenheimer, a Buy at Ladenburg, and Overweight at Cantor Fitzgerald. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
05/13/19
BARD
05/13/19
INITIATION
Target $36
BARD
Outperform
Pinterest initiated with an Outperform at Baird
Baird analyst Colin Sebastian initiated Pinterest with an Outperform rating and $36 price target, stating that he expects the company to top $1B in revenue this year given its engaged and fast-growing audience and developing ad business. He sees Pinterest having significant runway for growth from international monetization and contributions from shopping/ecommerce as well as operating leverage, Sebastian tells investors.
05/13/19
RBCM
05/13/19
INITIATION
Target $28
RBCM
Sector Perform
Pinterest initiated with a Sector Perform at RBC Capital
RBC Capital analyst Mark Mahaney initiated Pinterest with a Sector Perform rating and a price target of $28. The analyst is positive on the company's "very large market opportunity" in advertising and believes that it is benefiting from "powerful" secular tailwinds, boasting a monthly active user, or MAU, count above that of Twitter (TWTR) and growing the MAUs faster than Snap (SNAP). Despite his belief than Pinterest can sustain a double-digit growth rate in MAUs and Average Revenue Per User until 2021, Mahaney sees its stock as "reasonably valued" after a 50% run-up from its IPO price.
05/13/19
DBAB
05/13/19
INITIATION
Target $25
DBAB
Hold
Pinterest initiated with a Hold at Deutsche Bank
Deutsche Bank analyst Lloyd Walmsley started Pinterest with a Hold rating and $25 price target. The analyst is bullish on the company's long-term prospects but views the current risk/reward as balanced. The shares are trading at a full multiple with limited near term valuation support on profit metrics, Walmsley tells investors in a research note titled "Upside to Shares is Blurry Through Our Lens."
BIDU Baidu
$153.76

1.31 (0.86%)

04/10/19
04/10/19
DOWNGRADE

Perform
Baidu downgraded to Perform at Oppenheimer as investments weigh on 2019 margins
As previously reported, Oppenheimer analyst Jason Helfstein downgraded Baidu to Perform from Outperform as he believes the shares are likely range-bound on higher level of spending through the rest of 2019. The analyst now expects Baidu to invest even more in key strategic areas, which will not benefit revenue until late 2019 or early 2020. Further, Helfstein believes the company will see meaningful negative estimate revisions over the next earnings cycle.
04/15/19
CHRS
04/15/19
DOWNGRADE
CHRS
Hold
Baidu downgraded to Hold from Buy at China Renaissance
04/23/19
KEYB
04/23/19
NO CHANGE
Target $220
KEYB
Overweight
Baidu price target lowered to $220 from $236 at KeyBanc
KeyBanc analyst Hans Chung lowered his price target for Baidu to $220 from $236 on a higher level of spending in promotions throughout the year and as he anticipates a downward revision on consensus estimates. That said, the analyst also expects ad monetization on incremental traffic growth to materialize in the second half of the year and thus increase the top-line forecast slightly. Chung believes the near-term margin headwinds have been largely priced in and views valuations as attractive. He reiterates an Overweight rating on the shares.
05/07/19
MZHO
05/07/19
NO CHANGE
Target $205
MZHO
Buy
Baidu price target lowered to $205 from $215 at Mizuho
Mizuho analyst James Lee lowered his price target for Baidu to $205 from $215 saying the company's subsidiary IQ will likely guide revenue below consensus due to the "cleanup of low quality" ad revenues. The analyst, however, keeps a Buy rating on the shares into Baidu's Q1 results.
IQ iQIYI
$20.41

0.15 (0.74%)

01/14/19
OTRG
01/14/19
DOWNGRADE
OTRG
Mixed
iQIYI downgraded to Mixed from Positive at OTR Global
01/28/19
OPCO
01/28/19
NO CHANGE
Target $210
OPCO
Outperform
Baidu price target lowered to $210 from $230 at Oppenheimer
Oppenheimer analyst Jason Helfstein lowered his price target for Baidu (BIDU) to $210 from $230 on slower revenue, higher investments in 2019, his firm's recently lowered Ctrip (CTRP) price target and recent downward movement of iQIYI (IQ) shares. The analyst now expects Baidu to continue investing in key areas, such as content and sales and marketing in 2019, regardless of softer advertising industry trends. Additionally, he expects the recently announced CCTV CNY gala sponsorship to have a one-off negative impact on Q1 margins due to higher marketing dollars, but beneficial to user acquisition. Helfstein reiterates an Outperform rating on Baidu's shares.
02/22/19
NWST
02/22/19
UPGRADE
NWST
Buy
iQIYI upgraded to Buy from Neutral at New Street
03/15/19
TIGR
03/15/19
INITIATION
TIGR
Buy
iQIYI initiated with a Buy at Tigress Financial
Tigress Financial analyst Aaron Ju initiated coverage earlier on iQIYI with a Buy rating, citing what he views as a leading position in the online streaming video sector and its ability to create high quality, original online content. Additionally, iQIYI's ongoing investment in technology should continue to drive its market share penetration, the analyst contends.
BPTH Bio-Path Holdings
$16.61

-1.1 (-6.21%)

WTRH Waitr Holdings
$7.81

-0.32 (-3.94%)

01/03/19
BNCH
01/03/19
NO CHANGE
BNCH
Activision, Canopy Growth among Best Ideas for first half of 2019 at Benchmark
Benchmark analysts selected their Best Ideas for the first half of 2019, naming 16 stocks, including: Activision Blizzard (ATVI), BioTelemetry (BEAT), Biofrontera (BFRA), Ctrip (CTRP), Huazhu Group (HTHT), II-VI (IIVI), Intevac (IVAC), LHC Group (LHCG), Meredith (MDP), Marvell (MRVL), NeoGenomics (NEO), Pegasystems (PEGA), Silicon Labs (SLAB), Varonis (VRNS), Canopy Growth (CGC) and Waitr Holdings (WTRH).
03/14/19
JEFF
03/14/19
INITIATION
Target $18
JEFF
Buy
Waitr Holdings initiated with a Buy at Jefferies
Jefferies analyst Brent Thill started Waitr Holdings with a Buy rating and $18 price target.
03/14/19
JEFF
03/14/19
INITIATION
Target $18
JEFF
Buy
Jefferies starts Waitr Holdings at Buy, adds to top small cap pick list
Jefferies analyst Brent Thill initiated coverage of Waitr Holdings with a Buy rating and $18 price target. The company offers a unique opportunity to play the "highly underpenetrated" online food delivery space at a "discounted" valuation, Thill tells investors in a research note. He says Waitr trades at a 40% discount to global food delivery comps and a 17% discount to marketplace peers. As such, the analyst sees a current shares levels as a "compelling" entry point. Thill adds Waitr Holdings to his firm's top small cap pick list.
04/12/19
JEFF
04/12/19
NO CHANGE
Target $80
JEFF
Hold
Food delivery is not winner-take-all industry, says Jefferies
Jefferies analyst Brent Thill believes much of this information disclosed last night by Uber (UBER) regarding Uber Eats was already well understood by investors. Uber has been more transparent about the Eats business the last couple quarters, Thill tells investors in a research note. He points out that GrubHub (GRUB) shares are down 54% from their highs, which he believes is due to increased competition and disclosures from Uber and other larger players. Uber Eats is likely losing money while GrubHub has been profitable since its initial public offering, says Thill. Further, he believes that while the "rapid growth" of Eats creates a challenging competitive environment, third party food delivery is not a winner-take-all industry. The analyst, while acknowledging GrubHub's risk/reward is getting more attractive, keeps a Hold rating on the stock with an $80 price target. Thill continues to like Waitr Holdings (WTRH) and would be a buyer of the stock on the recent pullback.

TODAY'S FREE FLY STORIES

BIDU

Baidu

$117.13

0.26 (0.22%)

12:41
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Citigroup
03/06/13
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  • 21

    Jun

KR

Kroger

$23.62

-0.32 (-1.34%)

, DRI

Darden

$116.14

-1.8 (-1.53%)

12:35
06/19/19
06/19
12:35
06/19/19
12:35
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

KR

Kroger

$23.62

-0.32 (-1.34%)

DRI

Darden

$116.14

-1.8 (-1.53%)

03/08/13
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  • 20

    Jun

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    Jun

MDR

McDermott

$7.69

0.065 (0.85%)

12:35
06/19/19
06/19
12:35
06/19/19
12:35
Options
McDermott put volume heavy and directionally bearish »

Bearish flow noted in…

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12:35
06/19/19
06/19
12:35
06/19/19
12:35
General news
FOMC forecast preview: »

FOMC forecast preview:…

ORCL

Oracle

$52.80

-0.08 (-0.15%)

12:35
06/19/19
06/19
12:35
06/19/19
12:35
Earnings
Notable companies reporting after market close »

Notable companies…

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  • 19

    Jun

GME

GameStop

$5.65

-0.08 (-1.40%)

, ATVI

Activision Blizzard

$45.02

-0.76 (-1.66%)

12:33
06/19/19
06/19
12:33
06/19/19
12:33
Hot Stocks
GameStop says new 'Call of Duty' most pre-ordered video game following E3 »

GameStop (GME) said that…

GME

GameStop

$5.65

-0.08 (-1.40%)

ATVI

Activision Blizzard

$45.02

-0.76 (-1.66%)

NTDOY

Nintendo

$0.00

(0.00%)

TTWO

Take-Two

$109.38

-1.61 (-1.45%)

EA

Electronic Arts

$92.38

0.35 (0.38%)

MSFT

Microsoft

$134.54

-0.66 (-0.49%)

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  • 20

    Jun

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    Nov

INO

Inovio

$2.61

-0.02 (-0.76%)

12:25
06/19/19
06/19
12:25
06/19/19
12:25
Conference/Events
Inovio management to meet with Piper Jaffray »

Meeting to be held in…

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  • 25

    Jun

SHOP

Shopify

$316.25

11.94 (3.92%)

12:25
06/19/19
06/19
12:25
06/19/19
12:25
Conference/Events
Shopify to host investor day »

Investor day to be held…

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  • 19

    Jun

  • 05

    Sep

EVBG

Everbridge

$89.89

1.36 (1.54%)

12:25
06/19/19
06/19
12:25
06/19/19
12:25
Conference/Events
Everbridge to host analyst & investor meeting »

Analyst & Investor…

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  • 19

    Jun

AAXN

Axon

$67.30

1.28 (1.94%)

12:24
06/19/19
06/19
12:24
06/19/19
12:24
Periodicals
Breaking Periodicals news story on Axon »

Axon tells Bloomberg…

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  • 20

    Jun

IOVA

Iovance Biotherapeutics

$22.23

-0.15 (-0.67%)

12:23
06/19/19
06/19
12:23
06/19/19
12:23
Conference/Events
Iovance Biotherapeutics management to meet with Piper Jaffray »

Meeting to be held in New…

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  • 19

    Jun

  • 26

    Jun

FB

Facebook

$185.75

-2.71 (-1.44%)

, AMZN

Amazon.com

$1,900.94

-1.06 (-0.06%)

12:18
06/19/19
06/19
12:18
06/19/19
12:18
On The Fly
#SocialStocks: Facebook announces blockchain currency »

Welcome to…

FB

Facebook

$185.75

-2.71 (-1.44%)

AMZN

Amazon.com

$1,900.94

-1.06 (-0.06%)

GOOG

Alphabet

$1,097.93

-6.47 (-0.59%)

AAPL

Apple

$198.14

-0.38 (-0.19%)

TWTR

Twitter

$36.04

-0.6 (-1.64%)

SNAP

Snap

$14.60

-0.26 (-1.75%)

03/08/13
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  • 19

    Jun

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    Jun

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    Oct

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

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

Volume is average for…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

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

Volume is below average…

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EEFT

Euronet

$159.30

2.33 (1.48%)

12:12
06/19/19
06/19
12:12
06/19/19
12:12
Conference/Events
Euronet management to meet with William Blair »

Group Luncheon Meeting to…

03/08/13
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03/08/13
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  • 25

    Jun

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    Jun

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    Jun

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    Nov

UBER

Uber

$45.39

1.51 (3.44%)

12:10
06/19/19
06/19
12:10
06/19/19
12:10
Options
June 28th put buyer active in Uber suggests caution after 10% surge »

June 28th put buyer…

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MRK

Merck

$84.73

0.24 (0.28%)

12:06
06/19/19
06/19
12:06
06/19/19
12:06
Periodicals
Merck CFO, marketing chief among possible CEO successors, Bloomberg says »

Merck's CEO…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 20

    Jun

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    Aug

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    Sep

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    Sep

TME

Tencent Music

$15.00

-0.11 (-0.73%)

12:05
06/19/19
06/19
12:05
06/19/19
12:05
Options
Tencent call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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FB

Facebook

$185.95

-2.51 (-1.33%)

, ADBE

Adobe

$290.29

13.49 (4.87%)

12:03
06/19/19
06/19
12:03
06/19/19
12:03
On The Fly
Fly Intel: Wall Street's top stories at midday »

Stocks were little…

FB

Facebook

$185.95

-2.51 (-1.33%)

ADBE

Adobe

$290.29

13.49 (4.87%)

AXTA

Axalta Coating

$29.61

3.79 (14.68%)

JBL

Jabil

$29.95

2.625 (9.61%)

GPRE

Green Plains

$11.26

-1.22 (-9.78%)

ENR

Energizer

$39.33

-2.46 (-5.89%)

03/08/13
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  • 19

    Jun

  • 10

    Jul

CO

Global Cord Blood

$5.10

-0.67 (-11.61%)

12:00
06/19/19
06/19
12:00
06/19/19
12:00
Hot Stocks
Global Cord Blood falls -6.6% »

Global Cord Blood is down…

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  • 19

    Jun

ZYME

Zymeworks

$18.69

-1.46 (-7.25%)

12:00
06/19/19
06/19
12:00
06/19/19
12:00
Hot Stocks
Zymeworks falls -7.7% »

Zymeworks is down -7.7%,…

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  • 19

    Jun

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  • 20

    Jun

MOGU

Mogu

$3.08

-0.26 (-7.78%)

12:00
06/19/19
06/19
12:00
06/19/19
12:00
Hot Stocks
Mogu falls -8.1% »

Mogu is down -8.1%, or…

03/08/13
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PPDF

PPDAI Group

$4.41

0.38 (9.43%)

12:00
06/19/19
06/19
12:00
06/19/19
12:00
Hot Stocks
PPDAI Group rises 9.2% »

PPDAI Group is up 9.2%,…

03/08/13
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ERJ

Embraer

$19.35

-0.065 (-0.33%)

12:00
06/19/19
06/19
12:00
06/19/19
12:00
Hot Stocks
Embraer announces KLM intention for up to 35 E195-E2 jets »

Embraer announced, at the…

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JBL

Jabil

$29.88

2.555 (9.35%)

12:00
06/19/19
06/19
12:00
06/19/19
12:00
Hot Stocks
Jabil rises 9.4% »

Jabil is up 9.4%, or…

03/08/13
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