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UAL

United Continental

$78.95

-0.51 (-0.64%)

, JBLU

JetBlue

$17.13

-0.24 (-1.38%)

09:46
05/31/19
05/31
09:46
05/31/19
09:46

United Continental could still possibly target JetBlue, says Wolfe Research

Wolfe Research analyst Hunter Keay, who has previously said he thinks United Continental (UAL) could acquire JetBlue (JBLU), said he still believes that is possible, but another "scenario worth thinking about" is the larger airline buying a small stake in the latter, with or without consent. United's leadership is not afraid of calculated risk and JetBlue has "has done something like it before (sort of)," Keay told investors in a note published prior to the open.

UAL

United Continental

$78.95

-0.51 (-0.64%)

JBLU

JetBlue

$17.13

-0.24 (-1.38%)

  • 12

    Jun

UAL United Continental
$78.95

-0.51 (-0.64%)

04/23/19
COWN
04/23/19
NO CHANGE
Target $145
COWN
Outperform
'Little' impact to Expedia seen from United's plan to leave, says Cowen
Cowen analyst Kevin Kopelman commented on United's (UAL) intention to leave Expedia (EXPE) on October 1, telling investors in a research note that he ultimately sees little impact to Expedia without other airlines joining United. He believes Expedia is well positioned to continue gaining market share of the hotel booking industry given its strong portfolio of global brands and competitive technology platform and hotel network, and maintains an Outperform rating and $145 price target.
05/20/19
MSCO
05/20/19
UPGRADE
MSCO
Overweight
United Continental upgraded to Overweight from Equal Weight at Morgan Stanley
05/20/19
MSCO
05/20/19
NO CHANGE
MSCO
Morgan Stanley upgrades United, cuts American and Delta in airlines shake-up
As previously reported, Morgan Stanley analyst Rajeev Lalwani upgraded United Continental (UAL) to Overweight from Equal Weight, downgraded Delta Air Lines (DAL) to Equal Weight from Overweight and downgraded American Airlines (AAL) to Underweight from Equal Weight as he believes diverging paths may emerge for legacy airlines heading into 2020. United has well executing its mid-continent strategy and he sees that continuing with its loyalty program and largely stable costs leading him to believe its 2020 EPS target has a higher probability of being met, Lalwani tells investors in his sector shake-up note. Meanwhile, the analyst thinks American faces the most labor risk within the group, further compounded by rising jet fuel prices. Delta shares have outperformed year-to-date with a 10% advance and his refreshed 2020 estimates are moderately below consensus, Lalwani stated in explanation of his downgrade of that stock. The analyst raised his price target on United shares to $110 from $101, lowered his target on American to $26 from $40 and trimmed his price target on Delta to $61 from $62.
05/20/19
05/20/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. General Dynamics (GD) upgraded to Buy from Neutral at Goldman Sachs with analyst Noah Poponak saying the valuation of General Dynamics relative to its defense peers has moved to the low-end of historical ranges. 2. Target (TGT) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Simeon Gutman citing his view that the 15% pullback in the stock over the past month leaves less near-term downside and that the company "appears to be past peak margin pain." 3. NeoPhotonics (NPTN) upgraded to Buy from Neutral at B. Riley FBR with analyst David Kang saying the company's exposure to Huawei has been "de-risked" following the recent selloff in the shares. 4. United Continental (UAL) upgraded to Overweight from Equal Weight at Morgan Stanley. 5. Jack in the Box (JACK) upgraded to Buy from Hold at Stifel with analyst Chris O'Cull saying the stock's valuation will improve as investors gain confidence in the company's outlook. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
JBLU JetBlue
$17.13

-0.24 (-1.38%)

04/02/19
SPHN
04/02/19
NO CHANGE
Target $63
SPHN
Overweight
Airlines needed some good news, and Delta delivered, says Stephens
With investor sentiment on the airline space negative, the group was in need of some good news and Delta Air Lines delivered a positive surprise this morning, Stephens analyst Jack Atkins tells investors in a research note. The airline pointed Q1 RASM growth to the upper-end of its initial guidance range, lowered its Q1 CASM excluding fuel expectation and raised its Q1 earnings guidance range, says the analyst. Atkins finds it encouraging that Delta noted underlying passenger demand remains solid and that the business market led the way during the quarter. Further, the company announced an extension of its credit card partnership with American Express (AXP), which is expected to double the revenue contribution to $7B by 2023 versus 2018 levels, he notes. Atkins reiterates an Overweight rating on Delta with a $63 price target. The stock in midday trading is up 7% to $55.64. Other names in the airline space include Alaska Air (ALK), American Airlines (AAL), JetBlue (JBLU), Southwest (LUV), Spirit Airlines (SAVE) and United Continental (UAL).
05/28/19
SUSQ
05/28/19
INITIATION
Target $22
SUSQ
Positive
JetBlue initiated with a Positive at Susquehanna
Susquehanna analyst Christopher Stathoulopoulos initiated JetBlue with a Positive and $22 price target.
05/28/19
SUSQ
05/28/19
INITIATION
Target $22
SUSQ
Positive
Susquehanna starts JetBlue with Positive rating
As previously reported, Susquehanna analyst Christopher Stathoulopolous initiated JetBlue with a Positive rating, citing its multi-year profit improvement plan, "building Blocks", emphasizing sustainable, profitable growth. The analyst sees consensus as overly bearish in its outlook for JetBlue's earnings potential in 2020 and notes his forecast is roughly 13% above the Street expectations. Stathoulopoulos has a $22 price target on JetBlue shares.
05/28/19
05/28/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. MasTec (MTZ) initiated with a Buy at UBS. 2. Beyond Meat (BYND) was initiated with an Overweight at JPMorgan, a Market Perform at William Blair, a Neutral at Credit Suisse, Goldman Sachs, and BofA/Merrill, and a Hold at Jefferies. 3. SciPlay (SCPL) was initiated with an Overweight at JPMorgan, an Outperform at Wedbush and RBC Capital, a Buy at BofA/Merrill, Goldman Sachs, Stifel, and Deutsche Bank, as well as an Equal Weight at Morgan Stanley. 4. JetBlue (JBLU) initiated with a Positive at Susquehanna. 5. Red River Bancshares (RRBI) initiated with an Equal Weight at Stephens. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

MOS

Mosaic

$24.23

0.8 (3.41%)

12:25
06/25/19
06/25
12:25
06/25/19
12:25
Options
Mosaic call volume above normal and directionally bullish »

Bullish option flow…

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  • 13

    Nov

12:25
06/25/19
06/25
12:25
06/25/19
12:25
Conference/Events
William Blair financial services/insurance analyst to hold a luncheon »

Financial…

CLXT

Calyxt

$12.42

-0.13 (-1.04%)

12:25
06/25/19
06/25
12:25
06/25/19
12:25
Conference/Events
Calyxt to host investor & analyst day »

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  • 25

    Jun

12:19
06/25/19
06/25
12:19
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12:19
Conference/Events
Morgan Stanley energy analysts to hold an analyst/industry conference call »

Analysts discuss PJM…

JPM

JPMorgan

$108.71

0.05 (0.05%)

, BAC

Bank of America

$27.67

-0.31 (-1.11%)

12:19
06/25/19
06/25
12:19
06/25/19
12:19
Periodicals
JPMorgan CEO says 'going right at' BofA in branch expansion, Bloomberg says »

JPMorgan (JPM) CEO Jamie…

JPM

JPMorgan

$108.71

0.05 (0.05%)

BAC

Bank of America

$27.67

-0.31 (-1.11%)

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

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  • 16

    Jul

  • 17

    Jul

  • 06

    Aug

MMTOF

Mitsubishi Motors

$0.00

(0.00%)

12:19
06/25/19
06/25
12:19
06/25/19
12:19
Hot Stocks
Mitsubishi Motors North America relocating U.S. headquarters to Tennessee »

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Citigroup
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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
06/25/19
06/25
12:17
06/25/19
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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

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$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
06/25/19
06/25
12:16
06/25/19
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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

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STM

STMicroelectronics

$16.87

-0.155 (-0.91%)

12:15
06/25/19
06/25
12:15
06/25/19
12:15
Options
STMicroelectronics put volume heavy and directionally bearish »

Bearish flow noted in…

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

UMC

$2.18

0.03 (1.40%)

12:14
06/25/19
06/25
12:14
06/25/19
12:14
Upgrade
UMC rating change  »

UMC upgraded two notches…

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

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  • 24

    Jul

12:10
06/25/19
06/25
12:10
06/25/19
12:10
General news
FX Action: USD-JPY »

FX Action: USD-JPY fell…

AGN

Allergan

$164.20

34.55 (26.65%)

, ABBV

AbbVie

$66.78

-11.63 (-14.83%)

12:08
06/25/19
06/25
12:08
06/25/19
12:08
On The Fly
Fly Intel: Wall Street's top stories at midday »

Stocks have slid in…

AGN

Allergan

$164.20

34.55 (26.65%)

ABBV

AbbVie

$66.78

-11.63 (-14.83%)

TMUS

T-Mobile

$74.93

-0.61 (-0.81%)

S

Sprint

$6.86

(0.00%)

DISH

Dish

$37.93

-0.66 (-1.71%)

LEN

Lennar

$48.75

-2.66 (-5.17%)

PYX

Pyxus

$16.70

3.28 (24.44%)

GRUB

GrubHub

$75.31

3.26 (4.52%)

ALDX

Aldeyra

$5.85

-1.23 (-17.37%)

BHF

Brighthouse Financial

$32.74

-5.36 (-14.07%)

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

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  • 25

    Jun

  • 25

    Jun

  • 25

    Jun

  • 27

    Jun

  • 27

    Jun

  • 28

    Jun

  • 09

    Jul

  • 16

    Sep

DLTR

Dollar Tree

$109.86

-2.86 (-2.54%)

12:08
06/25/19
06/25
12:08
06/25/19
12:08
Hot Stocks
Dollar Tree director Thomas Saunders sells over $1.6M in company shares »

Dollar Tree director…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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SSRM

SSR Mining

$13.72

-0.2 (-1.44%)

12:05
06/25/19
06/25
12:05
06/25/19
12:05
Options
SSR Mining call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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ALDX

Aldeyra

$5.85

-1.23 (-17.37%)

12:02
06/25/19
06/25
12:02
06/25/19
12:02
Recommendations
Aldeyra analyst commentary at Stifel »

Stifel says…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 25

    Jun

UNH

UnitedHealth

$249.06

-0.59 (-0.24%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Periodicals
UnitedHealth buys PatientsLikeMe after scrutiny over Chinese investor, CNBC says »

According to a story out…

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

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  • 18

    Jul

RGS

Regis

$16.62

-1.15 (-6.47%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
Regis falls -6.4% »

Regis is down -6.4%, or…

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

EQT Corporation

$14.36

-1.02 (-6.63%)

12:00
06/25/19
06/25
12:00
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Hot Stocks
EQT Corporation falls -6.6% »

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03/06/13
Citigroup
03/06/13
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  • 10

    Jul

ABBV

AbbVie

$66.64

-11.77 (-15.01%)

12:00
06/25/19
06/25
12:00
06/25/19
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Hot Stocks
AbbVie falls -15.1% »

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Citigroup
03/06/13
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  • 25

    Jun

  • 16

    Sep

USNA

Usana

$78.92

6.515 (9.00%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
Usana rises 8.6% »

Usana is up 8.6%, or…

03/08/13
Wedge Partners
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03/06/13
Citigroup
03/06/13
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PYX

Pyxus

$16.40

2.98 (22.21%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
Pyxus rises 23.0% »

Pyxus is up 23.0%, or…

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

Allergan

$163.99

34.34 (26.49%)

12:00
06/25/19
06/25
12:00
06/25/19
12:00
Hot Stocks
Allergan rises 26.6% »

Allergan is up 26.6%, or…

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

Acasti Pharma

$1.03

0.02 (1.98%)

, AMRN

Amarin

$18.55

0.12 (0.65%)

11:59
06/25/19
06/25
11:59
06/25/19
11:59
Periodicals
Acasti Pharma mentioned positively by Seeking Alpha contributor »

Seeking Alpha contributor…

ACST

Acasti Pharma

$1.03

0.02 (1.98%)

AMRN

Amarin

$18.55

0.12 (0.65%)

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

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  • 26

    Jun

  • 28

    Sep

AMAT

Applied Materials

$42.33

(0.00%)

11:55
06/25/19
06/25
11:55
06/25/19
11:55
Options
Applied Materials put volume heavy and directionally bearish »

Bearish flow noted in…

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

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  • 09

    Jul

ACER

Acer Therapeutics

$4.34

-14.83 (-77.36%)

11:52
06/25/19
06/25
11:52
06/25/19
11:52
Downgrade
Acer Therapeutics rating change at Raymond James »

Acer Therapeutics…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 25

    Jun

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