Breaking News Instant updates and real-time market news.

MOH

Molina Healthcare

$134.75

3.69 (2.82%)

05:19
05/31/19
05/31
05:19
05/31/19
05:19

Molina Healthcare price target raised to $149 from $140 at Barclays

Barclays analyst Steve Valiquette raised his price target for Molina Healthcare to $149 from $140 saying the company at its investor day laid out a blueprint for "impressive" long-term growth from the "already improved" current earnings base. Molina's three-to-five year long-term guidance includes "strong" 10%-12% premium growth, Valiquette tells investors in a research note. He points out the company also introduced 12%-15% long-term earnings growth. The analyst keeps an Equal Weight rating on the shares.

MOH Molina Healthcare
$134.75

3.69 (2.82%)

04/05/19
COWN
04/05/19
NO CHANGE
COWN
Centene, Molina could be 'compelling' targets for Humana, says Cowen
Cowen analyst Charles Rhyee said he believes Centene's (CNC) planned takeover of WellCare (WCG) could potentially accelerate Humana's (HUM) timeline to acquire a scaled Medicaid asset, noting that it currently has the second smallest Medicaid book among managed care organizations. His analysis suggests Centene and Molina Healthcare (MOH) could both be "compelling acquisition targets" for Humana and believes the company has the financial capacity to make a bid for either, though Rhyee added that he does not believe Humana needs to rush a decision. Rhyee sees about a one year window in which Humana "can dictate the Medicaid M&A market" before Cigna (CI) and/or CVS Health (CVS) can get involved, he tells investors. While the analyst believes Centene makes the most sense as a potential target for Humana if the latter does not win the Texas STAR+PLUS contract, he suspects Centene is not willing to sell and believes Humana would have to offer a significant premium. If Humana does win the Texas STAR+PLUS contract it does not need to pursue large scale M&A, but a deal could be attractive anyway, Rhyee said.
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).
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).
05/31/19
WELS
05/31/19
UPGRADE
WELS
Outperform
Molina Healthcare upgraded to Outperform from Market Perform at Wells Fargo

TODAY'S FREE FLY STORIES

PYX

Pyxus

$13.42

-1.1 (-7.58%)

05:36
06/25/19
06/25
05:36
06/25/19
05:36
Initiation
Pyxus initiated  »

Pyxus initiated with an…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

MSFT

Microsoft

$137.80

0.86 (0.63%)

, AMZN

Amazon.com

$1,913.43

3.01 (0.16%)

05:30
06/25/19
06/25
05:30
06/25/19
05:30
Recommendations
Microsoft, Amazon.com analyst commentary  »

Microsoft Azure likely…

MSFT

Microsoft

$137.80

0.86 (0.63%)

AMZN

Amazon.com

$1,913.43

3.01 (0.16%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 09

    Jul

  • 10

    Jul

  • 06

    Aug

XONE

ExOne

$7.38

-0.21 (-2.77%)

, SIEGY

Siemens

$0.00

(0.00%)

05:28
06/25/19
06/25
05:28
06/25/19
05:28
Hot Stocks
ExOne announces partnership with Siemens »

ExOne (XONE) announced a…

XONE

ExOne

$7.38

-0.21 (-2.77%)

SIEGY

Siemens

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Sep

SPTN

SpartanNash

$10.87

-0.05 (-0.46%)

05:23
06/25/19
06/25
05:23
06/25/19
05:23
Initiation
SpartanNash initiated  »

SpartanNash initiated…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

DERM

Dermira

$9.51

-0.405 (-4.08%)

05:23
06/25/19
06/25
05:23
06/25/19
05:23
Hot Stocks
Almirall exercises option with Dermira to license rights to lebrikizumab in EU »

Almirall and Dermira…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

TLGHF

Telenet

$0.00

(0.00%)

05:15
06/25/19
06/25
05:15
06/25/19
05:15
Downgrade
Telenet rating change  »

Telenet downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

DK

Delek US

$39.13

-0.635 (-1.60%)

05:14
06/25/19
06/25
05:14
06/25/19
05:14
Downgrade
Delek US rating change  »

Delek US downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CZR

Caesars

$11.43

1.44 (14.41%)

05:13
06/25/19
06/25
05:13
06/25/19
05:13
Downgrade
Caesars rating change  »

Caesars downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 02

    Jul

GRUB

GrubHub

$72.05

0.91 (1.28%)

05:13
06/25/19
06/25
05:13
06/25/19
05:13
Upgrade
GrubHub rating change  »

GrubHub upgraded to Buy…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 27

    Jun

  • 09

    Jul

SITE

SiteOne Landscape

$66.97

-0.25 (-0.37%)

05:13
06/25/19
06/25
05:13
06/25/19
05:13
Upgrade
SiteOne Landscape rating change  »

SiteOne Landscape…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

AMZN

Amazon.com

$1,913.43

3.01 (0.16%)

05:13
06/25/19
06/25
05:13
06/25/19
05:13
Hot Stocks
Amazon announces 48 hour Prime Day July 15 & 16 »

Amazon said, "This…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 10

    Jul

BHF

Brighthouse Financial

$38.10

-0.01 (-0.03%)

05:13
06/25/19
06/25
05:13
06/25/19
05:13
Downgrade
Brighthouse Financial rating change  »

Brighthouse Financial…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

TIF

Tiffany

$91.86

-1.78 (-1.90%)

05:09
06/25/19
06/25
05:09
06/25/19
05:09
Downgrade
Tiffany rating change  »

Tiffany downgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

GTES

Gates Industrial

$10.82

-0.18 (-1.64%)

05:06
06/25/19
06/25
05:06
06/25/19
05:06
Upgrade
Gates Industrial rating change  »

Gates Industrial upgraded…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

SMSEY

Samsonite International

$0.00

(0.00%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
Samsonite International management to meet with CIBC »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 26

    Jun

  • 27

    Jun

EGBN

Eagle Bancorp

$53.04

-0.45 (-0.84%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
Eagle Bancorp management to meet with Sandler ONeill »

Meeting to be held in New…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 15

    Aug

  • 11

    Sep

ALG

Alamo Group

$98.92

-0.2 (-0.20%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
Alamo Group management to meet with Sidoti »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 26

    Jun

STNG

Scorpio Tankers

$25.90

-0.15 (-0.58%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
Scorpio Tankers management to meet with Jefferies »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

MGPI

MGP Ingredients

$61.75

-4.45 (-6.72%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
MGP Ingredients management to meet with SunTrust »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 26

    Jun

CSV

Carriage Services

$18.98

-0.15 (-0.78%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
Carriage Services management to meet with Barrington »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

HMSY

HMS Holdings

$30.79

-1.07 (-3.36%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
HMS Holdings management to meet with Oppenheimer »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 26

    Jun

PATK

Patrick Industries

$46.36

-1.73 (-3.60%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
Patrick Industries management to meet with Sidoti »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 26

    Jun

ETSY

Etsy

$63.90

-1.84 (-2.80%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
Etsy management to meet with BTIG »

Meeting to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

NEE

NextEra Energy

$208.20

0.51 (0.25%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
NextEra Energy management to meet with UBS »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

  • 26

    Jun

  • 27

    Jun

  • 28

    Jun

INWK

InnerWorkings

$3.87

-0.3 (-7.19%)

04:55
06/25/19
06/25
04:55
06/25/19
04:55
Conference/Events
InnerWorkings management to meet with Barrington »

Meetings to be held in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 25

    Jun

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.