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HUM

Humana

$244.89

-2.94 (-1.19%)

, CNC

Centene

$57.72

0.73 (1.28%)

06:25
06/03/19
06/03
06:25
06/03/19
06:25

Humana confirms it will not propose merger with Centene

HUM

Humana

$244.89

-2.94 (-1.19%)

CNC

Centene

$57.72

0.73 (1.28%)

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HUM Humana
$244.89

-2.94 (-1.19%)

05/02/19
FBCO
05/02/19
NO CHANGE
Target $315
FBCO
Outperform
Humana price target lowered to $315 from $352 at Credit Suisse
Credit Suisse analyst A.J. Rice lowered his price target for Humana to $315 from $352 following quarterly results given macro noise. The analyst reiterates an Outperform rating on the shares.
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.
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."
05/16/19
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).
CNC Centene
$57.72

0.73 (1.28%)

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.
06/03/19
BMOC
06/03/19
DOWNGRADE
Target $304
BMOC
Market Perform
WellCare downgraded to Market Perform from Outperform at BMO Capital
BMO Capital analyst Matt Borsch downgraded WellCare Health Plans (WCG) to Market Perform from Outperform with an unchanged price target of $304. The analyst sees Centene (CNC) as the better stock to own ahead of the pending merger. There is also the possibility of deal failure, which would leave a standalone investment in WellCare that would probably include less takeout premium than prevailed pre-merger, Borsch tells investors in a research note.

TODAY'S FREE FLY STORIES

WE

We Company

$0.00

(0.00%)

, SFTBF

SoftBank

$0.00

(0.00%)

14:04
10/23/19
10/23
14:04
10/23/19
14:04
Periodicals
WeWork plans to cut up to 4,000 jobs in turnaround, FT reports »

WeWork (WE) plans to cut…

WE

We Company

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

SFTBY

SoftBank

$0.00

(0.00%)

03/08/13
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  • 06

    Nov

CMCSA

Comcast

$45.65

-0.13 (-0.28%)

, CMCSK

Comcast

$0.00

(0.00%)

14:01
10/23/19
10/23
14:01
10/23/19
14:01
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

CMCSA

Comcast

$45.65

-0.13 (-0.28%)

CMCSK

Comcast

$0.00

(0.00%)

DHR

Danaher

$137.96

0.76 (0.55%)

MMM

3M

$167.62

0.06 (0.04%)

NOC

Northrop Grumman

$349.80

-2.61 (-0.74%)

RTN

Raytheon

$202.20

-2.69 (-1.31%)

BAX

Baxter

$87.71

0.68 (0.78%)

DOW

Dow Inc.

$47.27

0.45 (0.96%)

HSY

Hershey

$149.87

0.14 (0.09%)

TWTR

Twitter

$38.30

-0.52 (-1.34%)

LUV

Southwest

$53.25

0.355 (0.67%)

TROW

T. Rowe Price

$109.40

1.4 (1.30%)

SWK

Stanley Black & Decker

$153.29

1.98 (1.31%)

HBAN

Huntington Bancshares

$14.48

0.045 (0.31%)

CTXS

Citrix

$103.72

-0.38 (-0.37%)

TSCO

Tractor Supply

$94.34

0.12 (0.13%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
Barclays

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    Dec

HMC

Honda

$26.63

0.015 (0.06%)

14:00
10/23/19
10/23
14:00
10/23/19
14:00
Periodicals
Honda to sell only electric, hybrid cars in Europe starting in 2022, CNN says »

Honda said it intends to…

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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EW

Edwards Lifesciences

$225.67

3.75 (1.69%)

, TSLA

Tesla

$255.10

-0.52 (-0.20%)

13:59
10/23/19
10/23
13:59
10/23/19
13:59
Earnings
Notable companies reporting after market close »

Notable companies…

EW

Edwards Lifesciences

$225.67

3.75 (1.69%)

TSLA

Tesla

$255.10

-0.52 (-0.20%)

PYPL

PayPal

$95.99

-1.41 (-1.45%)

MSFT

Microsoft

$136.25

-0.14 (-0.10%)

LVS

Las Vegas Sands

$59.16

0.58 (0.99%)

NOW

ServiceNow

$218.68

-9.58 (-4.20%)

F

Ford

$9.04

-0.025 (-0.28%)

LRCX

Lam Research

$233.15

-1.76 (-0.75%)

EBAY

eBay

$39.03

0.06 (0.15%)

ORLY

O'Reilly Automotive

$400.41

-0.16 (-0.04%)

XLNX

Xilinx

$95.26

-0.75 (-0.78%)

EFX

Equifax

$139.11

-0.15 (-0.11%)

ALGN

Align Technology

$217.63

4 (1.87%)

BMRN

BioMarin

$69.77

2.04 (3.01%)

FBHS

Fortune Brands

$58.73

0.22 (0.38%)

SLM

Sallie Mae

$9.10

0.04 (0.44%)

SAVE

Spirit Airlines

$37.74

0.49 (1.32%)

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

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HPE

HP Enterprise

$15.93

-0.03 (-0.19%)

13:55
10/23/19
10/23
13:55
10/23/19
13:55
Conference/Events
HP Enterprise to host analyst meeting »

Analyst meeting to be…

03/08/13
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03/06/13
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AXON

Axovant Sciences

$0.00

(0.00%)

13:53
10/23/19
10/23
13:53
10/23/19
13:53
Recommendations
Axovant Sciences analyst commentary  »

Axovant Sciences price…

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

Grupo Financiero

$12.75

0.4 (3.24%)

13:45
10/23/19
10/23
13:45
10/23/19
13:45
Options
Grupo Financiero 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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SNAP

Snap

$13.27

-0.73 (-5.21%)

, FB

Facebook

$184.57

2.3 (1.26%)

13:40
10/23/19
10/23
13:40
10/23/19
13:40
On The Fly
#SocialStocks: Snap earnings beat, Facebook CEO testifies about Libra »

Welcome to…

SNAP

Snap

$13.27

-0.73 (-5.21%)

FB

Facebook

$184.57

2.3 (1.26%)

TWTR

Twitter

$38.30

-0.52 (-1.34%)

GOOG

Alphabet

$1,253.59

10.81 (0.87%)

GOOGL

Alphabet Class A

$1,251.72

10.64 (0.86%)

AMZN

Amazon.com

$1,757.06

-9.01 (-0.51%)

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

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    Nov

ALXN

Alexion

$105.87

6.645 (6.70%)

13:37
10/23/19
10/23
13:37
10/23/19
13:37
Recommendations
Alexion analyst commentary  »

Alexion execution…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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13:35
10/23/19
10/23
13:35
10/23/19
13:35
General news
Treasury Action: the market took the good auction results in stride »

Treasury Action: the…

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

13:17
10/23/19
10/23
13:17
10/23/19
13:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

03/08/13
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03/06/13
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$NYE

NYSE Market Internals

$0.00

(0.00%)

13:16
10/23/19
10/23
13:16
10/23/19
13:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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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GOOG

Alphabet

$1,254.75

11.97 (0.96%)

, GOOGL

Alphabet Class A

$1,252.88

11.8 (0.95%)

13:08
10/23/19
10/23
13:08
10/23/19
13:08
Periodicals
Google makes search engine remedy in EU more palatable amid pressure, WSJ says »

Sam Schechner and…

GOOG

Alphabet

$1,254.75

11.97 (0.96%)

GOOGL

Alphabet Class A

$1,252.88

11.8 (0.95%)

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

Chemours

$17.16

1.1 (6.85%)

13:05
10/23/19
10/23
13:05
10/23/19
13:05
Options
Chemours call volume above normal and directionally bullish »

Bullish option flow…

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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  • 05

    Nov

T

AT&T

$37.80

-0.38 (-1.00%)

, NWS

News Corp

$14.23

0.03 (0.21%)

12:50
10/23/19
10/23
12:50
10/23/19
12:50
Periodicals
CNN working on digital news service, Information says »

WarnerMedia's (T)…

T

AT&T

$37.80

-0.38 (-1.00%)

NWS

News Corp

$14.23

0.03 (0.21%)

NWSA

News Corp.

$13.86

0.01 (0.07%)

FB

Facebook

$184.53

2.26 (1.24%)

AAPL

Apple

$242.41

2.44 (1.02%)

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

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  • 23

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  • 28

    Oct

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  • 30

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  • 30

    Oct

  • 07

    Nov

  • 07

    Nov

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    Nov

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    Nov

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    Nov

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    Nov

F

Ford

$9.06

-0.005 (-0.06%)

, GM

General Motors

$36.14

-0.185 (-0.51%)

12:47
10/23/19
10/23
12:47
10/23/19
12:47
Earnings
Fly Intel: What to watch in auto sector earnings reports »

Ford (F) is scheduled to…

F

Ford

$9.06

-0.005 (-0.06%)

GM

General Motors

$36.14

-0.185 (-0.51%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 23

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    Oct

HEXO

Hexo

$2.54

-0.05 (-1.93%)

12:45
10/23/19
10/23
12:45
10/23/19
12:45
Hot Stocks
Breaking Hot Stocks news story on Hexo 

Hexo Corp trading resumes…

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

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  • 24

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    Nov

NLY

Annaly Capital

$8.94

0.05 (0.56%)

12:45
10/23/19
10/23
12:45
10/23/19
12:45
Options
Annaly Capital call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 31

    Oct

INTC

Intel

$51.83

-0.175 (-0.34%)

, SFTBF

SoftBank

$0.00

(0.00%)

12:44
10/23/19
10/23
12:44
10/23/19
12:44
Periodicals
Intel files suit against SoftBank's Fortress over patents, Reuters says »

Intel (INTC) has filed an…

INTC

Intel

$51.83

-0.175 (-0.34%)

SFTBF

SoftBank

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 24

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C

Citi

$72.11

0.03 (0.04%)

12:42
10/23/19
10/23
12:42
10/23/19
12:42
Periodicals
Judge says Citi claim against Czech miner OKD is eligible, Reuters says »

A Czech court determined…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 29

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    Jan

ALXN

Alexion

$105.68

6.46 (6.51%)

12:40
10/23/19
10/23
12:40
10/23/19
12:40
Recommendations
Alexion analyst commentary  »

Piper a buyer of Alexion…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 23

    Oct

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    Dec

SHI

Sinopec Shanghai

$28.18

-0.44 (-1.54%)

12:40
10/23/19
10/23
12:40
10/23/19
12:40
Upgrade
Sinopec Shanghai rating change  »

Sinopec Shanghai upgraded…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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12:40
10/23/19
10/23
12:40
10/23/19
12:40
General news
FX Action: USD-JPY »

FX Action: USD-JPY…

SFTBF

SoftBank

$0.00

(0.00%)

, WE

We Company

$0.00

(0.00%)

12:38
10/23/19
10/23
12:38
10/23/19
12:38
Periodicals
WeWork's Claure tells staff layoffs are in the works, Reuters says »

Marcelo Claure,…

SFTBF

SoftBank

$0.00

(0.00%)

WE

We Company

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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BMY

Bristol-Myers

$53.89

-0.55 (-1.01%)

, RHHBY

Roche

$0.00

(0.00%)

12:36
10/23/19
10/23
12:36
10/23/19
12:36
Periodicals
Trump to nominate Stephen Hahn as FDA commissioner, WSJ reports »

President Trump intends…

BMY

Bristol-Myers

$53.89

-0.55 (-1.01%)

RHHBY

Roche

$0.00

(0.00%)

NVS

Novartis

$86.51

-0.32 (-0.37%)

GSK

GlaxoSmithKline

$43.27

0.76 (1.79%)

AZN

AstraZeneca

$44.61

0.69 (1.57%)

SNY

Sanofi

$45.54

0.23 (0.51%)

PFE

Pfizer

$36.63

0.19 (0.52%)

MRK

Merck

$82.39

1.09 (1.34%)

LLY

Eli Lilly

$106.97

-3.03 (-2.75%)

JNJ

Johnson & Johnson

$130.13

0.95 (0.74%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 29

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    Oct

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