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ANTM

Anthem

$276.61

-0.53 (-0.19%)

10:10
05/22/19
05/22
10:10
05/22/19
10:10

Hedgeye adds Anthem to best idea list, Bloomberg says

  • 22

    May

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    May

  • 29

    May

ANTM Anthem
$276.61

-0.53 (-0.19%)

05/10/19
SBSH
05/10/19
UPGRADE
SBSH
Buy
Anthem upgraded to Buy from Neutral at Citi
Citi analyst Ralph Giacobbe upgraded Anthem to Buy from Neutral.
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
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.
05/16/19
COWN
05/16/19
NO CHANGE
COWN
Move lower in managed care stocks appears overdone, says Cowen
Cowen analyst Charles Rhyee lowered his target multiple for the managed care group slightly from recent historical levels, but said he believes the recent weakness in the space on concerns around "Medicare for All," the rebate rule and the Texas ACA decision appears overdone. The discount for managed care stocks relative to the broader market has risen to a multi-year high, but he argues that underlying market fundamentals are stronger than in the pre-ACA era and Rhyee contends that there is "still plenty of growth left" in the managed care space, particularly in government-sponsored business. Stocks in the group include Anthem (ANTM), Cigna (CI), Centene (CNC), Humana (HUM), Molina Healthcare (MOH), UnitedHealth (UNH) and WellCare (WCG).

TODAY'S FREE FLY STORIES

RNG

RingCentral

$116.89

-1.16 (-0.98%)

07:13
06/18/19
06/18
07:13
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07:13
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    Nov

MITO

Stealth Biotherapeutics

$13.40

(0.00%)

07:11
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Stealth Biotherapeutics initiated  »

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APO

Apollo Global

$33.25

-0.06 (-0.18%)

, SFS

Smart & Final Stores

$6.49

(0.00%)

07:11
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06/18
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07:11
Hot Stocks
First Street Merger Sub completes tender offer for Smart & Final Stores »

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APO

Apollo Global

$33.25

-0.06 (-0.18%)

SFS

Smart & Final Stores

$6.49

(0.00%)

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WHF

WhiteHorse Finance

$14.03

0.02 (0.14%)

07:11
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CSL

Carlisle

$135.46

-1.68 (-1.23%)

07:09
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07:09
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Carlisle analyst commentary  »

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  • 19

    Jun

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TEVA

Teva

$8.22

-0.02 (-0.24%)

07:09
06/18/19
06/18
07:09
06/18/19
07:09
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Teva analyst commentary  »

Bernstein sees 'no…

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HSDT

Helius Medical

$2.77

-0.15 (-5.14%)

07:09
06/18/19
06/18
07:09
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07:09
Hot Stocks
Helius Medical to initiate study on physical therapy without use of PoNS device »

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TTGT

TechTarget

$20.03

-0.09 (-0.45%)

07:08
06/18/19
06/18
07:08
06/18/19
07:08
Conference/Events
TechTarget management to meet with Lake Street »

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  • 19

    Jun

COUP

Coupa Software

$122.05

1.43 (1.19%)

07:07
06/18/19
06/18
07:07
06/18/19
07:07
Recommendations
Coupa Software analyst commentary  »

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  • 11

    Jul

VBIV

VBI Vaccines

$0.64

-1.2486 (-66.06%)

, DVAX

Dynavax

$4.09

0.28 (7.35%)

07:07
06/18/19
06/18
07:07
06/18/19
07:07
Recommendations
VBI Vaccines, Dynavax analyst commentary  »

VBI Vaccines price target…

VBIV

VBI Vaccines

$0.64

-1.2486 (-66.06%)

DVAX

Dynavax

$4.09

0.28 (7.35%)

03/08/13
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AKG

Asanko Gold

07:06
06/18/19
06/18
07:06
06/18/19
07:06
Initiation
Asanko Gold initiated  »

Asanko Gold initiated…

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NTRP

Neurotrope

$6.40

0.235 (3.81%)

07:06
06/18/19
06/18
07:06
06/18/19
07:06
Initiation
Neurotrope initiated  »

Neurotrope initiated with…

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  • 26

    Jun

UBX

Unity Biotechnology

$9.19

0.5 (5.75%)

07:06
06/18/19
06/18
07:06
06/18/19
07:06
Hot Stocks
Unity Biotechnology says UBX0101 was safe, well-tolerated in Phase 1 study »

UNITY Biotechnology…

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  • 20

    Jun

RCKT

Rocket Pharmaceuticals

$16.88

0.68 (4.20%)

07:06
06/18/19
06/18
07:06
06/18/19
07:06
Hot Stocks
Rocket Pharmaceuticals commences dosing in Phase 1 RP-A501 trial »

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BBY

Best Buy

$66.66

0.64 (0.97%)

07:05
06/18/19
06/18
07:05
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07:05
Hot Stocks
Best Buy to sell Flywheel bikes, Hydrow machines in over 100 stores by EOY »

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XEBEF

Xebec Adsorption

$0.00

(0.00%)

07:04
06/18/19
06/18
07:04
06/18/19
07:04
Initiation
Xebec Adsorption initiated  »

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VYGR

Voyager Therapeutics

$26.78

2.53 (10.43%)

07:04
06/18/19
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Recommendations
Voyager Therapeutics analyst commentary  »

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MOS

Mosaic

$23.27

0.91 (4.07%)

07:04
06/18/19
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07:04
Hot Stocks
Mosaic to close idled Plant City manufacturing facility in Florida »

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  • 13

    Nov

TWLO

Twilio

$140.75

0.58 (0.41%)

07:04
06/18/19
06/18
07:04
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07:04
Initiation
Twilio initiated  »

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  • 18

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    Jun

ACM

Aecom

$35.20

1.795 (5.37%)

07:02
06/18/19
06/18
07:02
06/18/19
07:02
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Aecom analyst commentary  »

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AAPL

Apple

$193.90

1.06 (0.55%)

07:01
06/18/19
06/18
07:01
06/18/19
07:01
Recommendations
Apple analyst commentary  »

KeyBanc lowers FY20 Apple…

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SFL

Ship Finance

$12.23

0.11 (0.91%)

07:00
06/18/19
06/18
07:00
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07:00
Conference/Events
Ship Finance management to meet with BTIG »

Group Luncheon with…

03/08/13
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  • 19

    Jun

GHDX

Genomic Health

$52.13

0.99 (1.94%)

07:00
06/18/19
06/18
07:00
06/18/19
07:00
Recommendations
Genomic Health analyst commentary  »

Deutsche Bank places…

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  • 18

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07:00
06/18/19
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General news
FX Update: The dollar traded firmer »

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KR

Kroger

$24.36

0.1 (0.41%)

06:59
06/18/19
06/18
06:59
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06:59
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Kroger analyst commentary  »

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