Breaking News Instant updates and real-time market news.

ACIW

ACI Worldwide

$28.55

-0.6 (-2.06%)

, ACN

Accenture

$190.00

-1.44 (-0.75%)

04:55
08/13/19
08/13
04:55
08/13/19
04:55

Wells Fargo to hold a forum

2019 Technology Services Forum will be held in Newport, RI on August 12-13.

ACIW

ACI Worldwide

$28.55

-0.6 (-2.06%)

ACN

Accenture

$190.00

-1.44 (-0.75%)

ASGN

ASGN

$60.54

0.01 (0.02%)

BAH

Booz Allen

$72.88

0.475 (0.66%)

BKI

Black Knight

$60.34

-0.98 (-1.60%)

CLGX

CoreLogic

$45.71

-0.25 (-0.54%)

CNDT

Conduent

$6.70

0.32 (5.02%)

CSGP

CoStar Group

$629.49

-3.98 (-0.63%)

EEFT

Euronet

$152.79

-0.28 (-0.18%)

EFX

Equifax

$139.75

-1.9 (-1.34%)

EXLS

ExlService

$67.63

-0.57 (-0.84%)

FDS

FactSet

$274.08

-4.485 (-1.61%)

FICO

Fair Isaac

$358.08

-6.99 (-1.91%)

HMHC

Houghton Mifflin

$5.50

0.19 (3.58%)

INFO

IHS Markit

$63.54

-0.9 (-1.40%)

IT

Gartner

$128.52

-2.125 (-1.63%)

JEC

Jacobs Engineering

$83.00

-2.89 (-3.36%)

LDOS

Leidos

$82.98

-0.06 (-0.07%)

MANT

ManTech

$68.53

-1.67 (-2.38%)

MCO

Moody's

$213.27

-0.88 (-0.41%)

REAL

RealReal

$17.81

0.12 (0.68%)

SAIC

SAIC

$82.87

-0.36 (-0.43%)

TRU

TransUnion

$81.43

-1.46 (-1.76%)

VRSK

Verisk Analytics

$155.47

-0.92 (-0.59%)

WNS

WNS Holdings

$62.34

-0.56 (-0.89%)

  • 13

    Aug

  • 19

    Aug

  • 20

    Aug

  • 20

    Aug

  • 21

    Aug

  • 04

    Sep

  • 05

    Sep

  • 05

    Sep

  • 06

    Sep

  • 10

    Sep

  • 11

    Sep

  • 12

    Sep

  • 25

    Sep

  • 25

    Sep

  • 26

    Sep

  • 27

    Oct

  • 13

    Nov

  • 14

    Nov

ACIW ACI Worldwide
$28.55

-0.6 (-2.06%)

01/03/19
SPHN
01/03/19
DOWNGRADE
Target $30
SPHN
Equal Weight
ACI Worldwide downgraded to Equal Weight from Overweight at Stephens
Stephens analyst Brett Huff downgraded ACI Worldwide to Equal Weight from Overweight as he is worried that OnDemand won't achieve the high single-digit growth the market expects and sees opportunities for competitors to take some share during the transitions of clients from the company's old to its new systems. Huff lowered his price target on ACI Worldwide shares to $30 from $33 as he also updated his estimates.
03/08/19
SPHN
03/08/19
UPGRADE
Target $38
SPHN
Overweight
ACI Worldwide upgraded to Overweight from Equal Weight at Stephens
Stephens analyst Brett Huff upgraded ACI Worldwide (ACIW) to Overweight and raised his price target for the shares to $38 from $30. The analyst views the company's acquisition of Western Union's (WU) Speedpay as a "great deal." Shares of ACI only moved 3% despite its guided double-digit accretion, Huff tells investors in a research note. He believes the deal should lead to higher estimates and sees a low likelihood of another offer coming in for Speedpay.
05/24/19
SPHN
05/24/19
NO CHANGE
SPHN
Global Payments, TSYS tie-up would likely be highly accretive, says Stephens
Stephens analyst Brett Huff noted that Bloomberg reports that Global Payments (GPN) and TSYS (TSS) have held talks about a potential merger, joint venture and/or partnerships. While he has previously thought that Global Payments had the luxury of "waiting and seeing" if combining consumer funding account with a merchant POS experience, such as the Fiserv (FISV)-First Data (FDC) and FIS (FIS)-Worldpay (WP) deals will do, would yield enough strategic value, he suspects a sooner deal might be driven by the companies' desire to not just achieve larger scale but also achieve that scale with high-quality assets. Huff said he thinks any deal would likely be highly accretive given overlaps and both companies' track record for realizing cost synergies and he also sees limited antitrust concern. Huff also thinks a Global Payments-TSYS combination would increase the chances that assets such as ACI Worldwide (ACIW), Bottomline Technologies (EPAY), Jack Henry (JKHY), USA Technologies (USAT) and Q2 Holdings (QTWO) would likely be bought.
ACN Accenture
$190.00

-1.44 (-0.75%)

06/28/19
BMOC
06/28/19
NO CHANGE
Target $195
BMOC
Market Perform
Accenture price target raised to $195 from $185 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target for Accenture to $195 from $185 saying the company had a "net positive quarter," with continued strength in revenues but weak signings. The latter is largely due to timing rather than demand issues in the pipeline, however, Bachman tells investors in a research note. The analyst keeps a Market Perform rating on Accenture following the company's fiscal Q3 results.
07/15/19
ARGS
07/15/19
NO CHANGE
Target $220
ARGS
Buy
Accenture price target raised to $220 from $200 at Argus
Argus analyst Jim Kelleher raised his price target on Accenture to $220 and kept his Buy rating after its appointment of Julie Sweet as new CEO and naming of its current interim CEO David Rowland to position of executive chairman. The analyst believes that the company remains well positioned for market share gains along with generating top-line growth and margin expansion, and sees good value in the stock given its prospects for multiple years of earnings growth.
06/20/19
SBSH
06/20/19
NO CHANGE
Target $211
SBSH
Buy
Accenture price target raised to $211 from $194 at Citi
Citi analyst Ashwin Shirvaikar raised his price target for Accenture to $211 from $194 and tells investors to buy the stock ahead of the company's fiscal Q3 results on June 27. The analyst expects a "solid, above-consensus" quarter and for Accenture to raise both its revenue and earnings full-year outlook mid-points. He considers the company a core large-cap tech holding and keeps a Buy rating on the shares.
06/21/19
NOMU
06/21/19
INITIATION
Target $40
NOMU
Buy
Perficient initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Dan Dolev started Perficient (PRFT) with a Buy rating and $40 price target. Perficient, as a "small fish" in an $80B digital transformation pond, is well positioned between large firms like Accenture (ACN) and boutiques, Dolev tells investors in a research note. The analyst sees favorable category exposure for the company and "strong: secular tailwinds in healthcare.
ASGN ASGN
$60.54

0.01 (0.02%)

07/25/19
RHCO
07/25/19
NO CHANGE
Target $84
RHCO
Buy
ASGN price target lowered to $84 from $94 at SunTrust
SunTrust analyst Tobey Sommer lowered his price target on ASGN to $84 after its Q2 earnings miss and a "slight" margin compression, which he attributes to the Q1 acquisition of lower-margin DHA and a mix-shift from permanent placement related to turnover in the CyberCoders business. The analyst keeps his Buy rating on ASGN however and recommends that investors buy the weakness, stating that the backdrop for IT Staffing remains "robust".
05/28/19
WBLR
05/28/19
NO CHANGE
WBLR
ASGN news disappointing, but selloff overdone, says William Blair
William Blair analyst Timothy McHugh says that while the news of former ASGN CEO Peter Dameris being tied to the college admissions investigation is disappointing, the corresponding stock selloff today is overdone. The analyst keeps an Outperform rating on shares of ASGN.
05/29/19
WELS
05/29/19
NO CHANGE
WELS
Outperform
Wells Fargo reiterates Outperform on ASGN after report of contract win
According to WashingtonTechnology.com, ASGN's government services unit won a six-year, $276M maximum value contract with the Department of Homeland Security to integrate and roll out a dashboard in support of the government-wide Continuous Diagnostics and Mitigation program, Wells Fargo analyst Ed Caso tells investors in a research note. He points out the contract represents about 78% of the company's government services unit's revenue run rate and about 1.5% of the overall ASGN revenue run rate. The unit continues to bring both growth and improved revenue stability to ASGN, Caso tells investors in a research note. He reiterates an Outperform rating on the shares. ASGN is down 25c to $50.95 in early trading.
05/28/19
WELS
05/28/19
NO CHANGE
WELS
ASGN selloff on former CEO news a buying opportunity, says Wells Fargo
Wells Fargo analyst Edward Caso views the selloff today in shares of ASGN after the company said its former CEO's exit was related to the college admissions investigation as a buying opportunity.
BAH Booz Allen
$72.88

0.475 (0.66%)

07/30/19
RHCO
07/30/19
NO CHANGE
Target $80
RHCO
Buy
Booz Allen price target raised to $80 from $69 at SunTrust
SunTrust analyst Tobey Sommer raised his price target on Booz Allen to $80 and kept his Buy rating after its "superior" Q1 revenue growth and "profit flow", with the company's 7% headcount growth from last year's Q1 highlighting its confidence in the "durability of growth." The analyst notes that Booz Allen's "people investment" contributes to the profitability that other government services are unable to match, helping the company win "high margin work". Sommer adds that the management's affirmed FY20 guidance is likely to prove conservative after a "very strong" start to the year.
07/30/19
07/30/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Pfizer (PFE) downgraded to Equal Weight from Overweight at Morgan Stanley and to Neutral from Buy at BofA/Merrill. 2. McDonald's (MCD) downgraded to Hold from Buy at DZ Bank. 3. Booz Allen (BAH) downgraded to Market Perform from Outperform at Wells Fargo with analyst Edward Caso citing valuation. 4. Kinder Morgan (KMI) downgraded to Market Perform from Outperform at BMO Capital with analyst Danilo Juvane saying the shares are up 35% year-to-date with "no clear catalysts on the horizon." 5. Safehold (SAFE) double downgraded to Underweight from Overweight at Barclays with analyst Ross Smotrich saying strong execution, helped by declining rates, have pushed the stock up 77% year-to-date. 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
MSCO
06/03/19
INITIATION
Target $70
MSCO
Overweight
Booz Allen initiated with an Overweight at Morgan Stanley
Morgan Stanley analyst Matthew Sharpe initiated coverage of the Government Services industry, starting Booz Allen with an Overweight rating and $70 price target. The company's "superior" topline growth is driven by its leading market position within higher-end technologies, said Sharpe, who added that Booz Allen also has "one of the best balance sheets in the space."
07/30/19
WELS
07/30/19
DOWNGRADE
Target $74
WELS
Market Perform
Booz Allen downgraded to Market Perform from Outperform at Wells Fargo
Wells Fargo analyst Edward Caso downgraded Booz Allen Hamilton to Market Perform from Outperform while raising his price target for the shares to $74 from $71. The analyst cites "solely valuation" for the downgrade.
BKI Black Knight
$60.34

-0.98 (-1.60%)

06/03/19
06/03/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Black Knight (BKI) upgraded to Buy from Neutral at Goldman Sachs with analyst James Schneider saying the company's "strong" pipeline of new bank client wins in both mortgage servicing and origination software should drive accelerating revenue growth over 2019 and into 2020 relative to recent quarters. 2. AMC Networks (AMCX) upgraded to In-Line from Underperform at Imperial Capital with analyst David Miller citing valuation. 3. BT Group (BT) upgraded to Outperform from Neutral at Credit Suisse with analyst Paul Sidney saying he has a "much increased" level of confidence in the company's ability to return to sustainable EBITDA growth in fiscal 2021. 4. Brinker (EAT) upgraded to Neutral from Sell at UBS with analyst Dennis Geiger saying that with the stock falling below that level, valuation now appears to reflect the challenges of his April initiation. 5. Teva (TEVA) upgraded to Outperform from Perform at Oppenheimer with analyst Esther Rajavelu saying the shares, trading at its 19-year low, offer a buying opportunity. 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
GSCO
06/03/19
UPGRADE
Target $68
GSCO
Buy
Black Knight upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst James Schneider upgraded Black Knight to Buy from Neutral and raised his price target for the shares to $68 from $58. The company's "strong" pipeline of new bank client wins in both mortgage servicing and origination software should drive accelerating revenue growth over 2019 and into 2020 relative to recent quarters, Schneider tells investors in a research note. He expects this new revenue to come in at incremental margins of over 70%, translating to mid-teens earnings growth. Further, there are "key counter-cyclical elements" to Black Knight's model which will limit downside risk in a recession, says Schneider.
06/14/19
PIPR
06/14/19
NO CHANGE
Target $66
PIPR
Overweight
Black Knight reiterated as a top idea at Piper Jaffray
Piper Jaffray analyst Jason Deleeuw reiterates Black Knight as a top idea citing the company's "strong competitive positioning "to drive the secular trend of digitizing mortgage servicing and origination with its software platforms. Further, the analyst is "growing increasingly confident" that Black Knight's $375M investment as part of the Dun & Bradstreet investment consortium "could generate a significant investment gain." He reiterates an Overweight rating on the shares with a $66 price target.
06/07/19
OPCO
06/07/19
NO CHANGE
Target $67
OPCO
Outperform
Black Knight price target raised to $67 from $60 at Oppenheimer
Oppenheimer analyst Glenn Greene raised his price target for Black Knight (BKI) to $67 from $60 after hosting meetings with the company's management, saying the meetings "provided us greater appreciation" for its positioning across its core segments. In a research note to investors, Greene, who maintains an Outperform rating, says he remains "attracted" to Black Knight's strong market position and profitability, solid pipeline of high-profile client implementations and feels the long-term returns from its recent Dun & Bradstreet (DNB) investment are under-appreciated.
CLGX CoreLogic
$45.71

-0.25 (-0.54%)

01/29/19
SPHN
01/29/19
DOWNGRADE
Target $40
SPHN
Equal Weight
CoreLogic downgraded to Equal Weight from Overweight at Stephens
Stephens analyst John Campbell downgraded CoreLogic to Equal Weight and lowered his price target for the shares to $40 from $51. Aside from an "unexpected mortgage market surge," there is not much room for upward estimate revisions, Campbell tells investors in a research note. Further, the analyst sees "little support" for CoreLogic's multiple with the stock lacking a real "story" at this point. As such, he prefers to wait for a better entry point.
04/26/19
RHCO
04/26/19
NO CHANGE
Target $42
RHCO
Hold
CoreLogic price target raised to $42 from $35 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on CoreLogic to $42 after its Q1 earnings beat, even though the expectations were reduced with delayed timing of appraisal management company transformation. The analyst is also keeping his Hold rating on the shares, stating that while the transformation initiatives offer longer-term upside, financial results in the back half of 2019 and in 2020 could be "uneven". Amid the ongoing strategy shift, Jeffrey adds that the valuation on CoreLogic shares is "uncertain."
CNDT Conduent
$6.70

0.32 (5.02%)

08/09/19
JPMS
08/09/19
UPGRADE
JPMS
Overweight
Conduent upgraded to Overweight from Neutral at JPMorgan
08/09/19
JPMS
08/09/19
UPGRADE
Target $8
JPMS
Overweight
Conduent upgraded to Overweight at JPMorgan, price target lowered to $8
JP Morgan analyst Puneet Jain upgraded Conduent to Overweight from Neutral, saying the 35% stock decline following the second quarter results creates a favorable risk/reward profile. In a research note to investors, Jain, who lowered his price target to $8 from $12, says that while the board is exploring strategic options for the company, he continues to believe that a sale of some of the high quality assets could be the fastest path to unlock value for shareholders. Fast execution of any potential strategic action will be "paramount" as the resulting uncertainty among clients and employees until then could impact management's efforts to turn around the business with a long term view, Jain says.
05/09/19
NEED
05/09/19
NO CHANGE
Target $14
NEED
Buy
Conduent price target lowered to $14 from $20 at Needham
Needham analyst Mayank Tandon lowered his price target on Conduent to $14 after the company missed on revenue, margins and earnings in Q1. The analyst states that the pressure on volumes at a large account as well as weak new bookings also factored in the management's 2019 guidance cut. Tandon is keeping his Buy rating on Conduent stock based on its valuation, saying there is "limited downside" at 6-times enterprise value to his expected FY19 EBITDA.
05/09/19
JPMS
05/09/19
DOWNGRADE
Target $12
JPMS
Neutral
Conduent downgraded to Neutral from Overweight at JPMorgan
JPMorgan analyst Puneet Jain downgraded Conduent to Neutral from Overweight saying the company's outlook is "disappointing" while the CEO change creates near-term uncertainty. The analyst lowered his price target for the shares to $12 from $17.
CSGP CoStar Group
$629.49

-3.98 (-0.63%)

07/24/19
SBSH
07/24/19
NO CHANGE
Target $680
SBSH
CoStar Group price target raised to $680 from $575 at Citi
Citi analyst Peter Christiansen raised his price target for CoStar Group to $680 from $575 following the company's "stellar" Q2 results. The analyst says his perception of CoStar's execution speed, positioning, quality of assets, and capabilities has "increased from an already elevated level." He believes the company's earnings power "transformation" has more big legs to go. Christiansen tells investors to buy shares of CoStar Group and keeps a Buy rating on the name.
07/24/19
NEED
07/24/19
NO CHANGE
Target $675
NEED
Buy
CoStar Group price target raised to $675 from $600 at Needham
Needham analyst Mayank Tandon raised his price target on CoStar Group to $675 and kept his Buy rating after its "strong" Q2 results, raised guidance, and record levels of net new bookings. The analyst highlights the company's multifamily segment, where net new bookings hit a record for the 3rd straight quarter, and also believes that its "already dominant" market leadership is continuing to grow.
07/24/19
WELS
07/24/19
NO CHANGE
Target $650
WELS
Outperform
CoStar Group price target raised to $650 from $550 at Wells Fargo
Wells Fargo analyst William Warmington raised his price target for CoStar Group to $650 from $550 saying Q2 results were ahead of expectations led by record net bookings of $59M. The analyst reiterates an Outperform rating on the shares.
07/24/19
RHCO
07/24/19
NO CHANGE
Target $650
RHCO
Buy
CoStar Group price target raised to $650 from $560 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on CoStar Group to $650 and kept his Buy rating, saying the record bookings recorded by the company in Q2 reflect its sales force growth. The analyst contends that the company should be able to sustain its mid-teen organic revenue growth as it builds on the leadership in its commercial real estate platform and benefits from "impressive" multi-family sales.
EEFT Euronet
$152.79

-0.28 (-0.18%)

06/13/19
06/13/19
DOWNGRADE
Target $170

Neutral
Euronet downgraded to Neutral at DA Davidson on valuation
As previously reported, DA Davidson analyst Peter Heckmann downgraded Euronet to Neutral from Buy and kept his $170 price target on the shares. The analyst maintains his view that the company is "well positioned" to sustain an attractive revenue and earnings growth rate, but with enterprise value to expected FY20 EBITDA multiple on the stock rising to 13-14 times, he expects further "material" moves in price to come from accretive M&A. Given Euronet's recent debt financing however, Heckmann notes that the company has the capacity to purse a "wide range" of potential deals.
07/31/19
WOLF
07/31/19
INITIATION
Target $200
WOLF
Outperform
Euronet initiated with an Outperform at Wolfe Research
Wolfe Research initiated Euronet with an Outperform and $200 price target.
04/15/19
PIPR
04/15/19
NO CHANGE
PIPR
Piper says FinTech secular drives 'remain strong' into Q1 results
While absolute and relative valuations in FinTech are back near the all-time highs, the Federal Reserve "has moved from a headwind last Fall to a Neutral factor for economic growth and equity valuations," Piper Jaffray analyst Jason Deleeuw tells investors in a research note. Also, the ongoing secular drivers for FinTech "remain strong" as global payments and business ecosystems digitize, says the analyst. He remains constructive on FinTech names heading into Q1 earnings and also tells investors to look at some mortgage/real estate services stocks. Deleeuw's top ideas are Black Knight (BKI), Redfin (RDFN), Euronet (EEFT) and Cannae Holdings (CNNE). He also boosted his price target for Overweight-rated Euronet to $171 from $159, for Overweight-rated Global Payments (GPN) to $163 from $152, for Overweight-rated MasterCard (MA) to $272 from $262, for Neutral-rated PayPal (PYPL) to $104 from $97, for Overweight-rated Visa (V) to $191 from $178 and for Neutral-rated Worldpay (WP) to $115 from $101.
06/13/19
DADA
06/13/19
DOWNGRADE
DADA
Neutral
Euronet downgraded to Neutral from Buy at DA Davidson
EFX Equifax
$139.75

-1.9 (-1.34%)

07/22/19
STFL
07/22/19
NO CHANGE
Target $136
STFL
Hold
Equifax settlement cost in-line with expectations, says Stifel
Stifel analyst Shlomo Rosenbaum said he views the settlement agreement announced this morning by Equifax as relatively in line with his and the company's expectations and add that he expects incremental payments, if there are any, to be "very modest." The analyst, who said he thinks today's settlement is another key step in de-risking the story, keeps a Hold rating on Equifax shares but raised his price target on the stock to $136 from $115 to reflect higher valuations in the space and more certainty around the company.
03/15/19
EXAN
03/15/19
INITIATION
Target $106
EXAN
Neutral
Equifax initiated with a Neutral at Exane BNP Paribas
Exane BNP Paribas initiated Equifax with a Neutral and $106 price target.
07/26/19
RHCO
07/26/19
NO CHANGE
Target $155
RHCO
Buy
Equifax price target raised to $155 from $130 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on Equifax to $155 and kept his Buy rating after its Q2 earnings beat. The analyst notes that while the soft Q3 outlook has weighed on the stock price after-hours, the weakness is creating an attractive entry point given the "apparent recovery in US Information Solutions sales momentum", "continued robust" Equifax Workforce Solutions segment performance, and a better margin outlook.
07/30/19
ATLE
07/30/19
DOWNGRADE
ATLE
Neutral
TransUnion downgraded to Neutral from Overweight at Atlantic Equities
Atlantic Equities analyst Kunaal Malde downgraded TransUnion (TRU) to Neutral from Overweight saying he prefers shares of Equifax (EFX) at current levels.
EXLS ExlService
$67.63

-0.57 (-0.84%)

03/01/19
BARD
03/01/19
DOWNGRADE
Target $63
BARD
Neutral
ExlService downgraded to Neutral on balanced risk/reward at Baird
As reported previously, Baird analyst David Koning downgraded ExlService to Neutral from Outperform. The analyst believes the risk/reward is balanced at current levels with current valuation above historical levels. Koning lowered his price target to $63 from $66 on ExlService shares.
07/17/19
SBSH
07/17/19
DOWNGRADE
Target $60
SBSH
Sell
ExlService downgraded to Sell from Neutral at Citi
Citi analyst Ashwin Shirvaikar downgraded ExlService Holdings to Sell from Neutral with an unchanged price target of $60. The analyst cites valuation for the downgrade.
07/31/19
BRRR
07/31/19
NO CHANGE
Target $79
BRRR
Outperform
ExlService price target raised to $79 from $70 at Barrington
Barrington analyst Vincent Colicchio raised his price target for ExlService to $79 from $70 after the company's Q2 results beat expectations. The analyst sees a "healthy" sales pipeline and believes the company has a large insurance opportunity ahead given the current low penetration. He maintains an Outperform rating on ExlService.
03/01/19
BARD
03/01/19
DOWNGRADE
BARD
Neutral
ExlService downgraded to Neutral from Outperform at Baird
FDS FactSet
$274.08

-4.485 (-1.61%)

07/16/19
MSCO
07/16/19
DOWNGRADE
Target $263
MSCO
Underweight
Morgan Stanley downgrades FactSet to Underweight on slowing growth
As previously reported, Morgan Stanley analyst Toni Kaplan downgraded FactSet Research Systems to Underweight from Equal Weight with a price target of $263, down from $264. The company's "decelerating" earnings growth brings risk to its "full" valuation, Kaplan tells investors in a research note. Moderating annual subscription value and lower margin improvement may lead the company to see FY20 EPS growth that is its lowest in the past four years, warned Kaplan, who projects total ASV growth of 5%-5.5% and revenue growth of 5% over the next twelve months.
07/16/19
07/16/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Home Depot (HD) downgraded to Hold from Buy at Gabelli with analyst Alvaro Lacayo citing valuation. 2. Sonoco (SON) downgraded to Underperform from Market Perform at BMO Capital with analyst Mark Wilde saying the the stock has run up 21% year-to-date and now trades at about 10.5-times his expected FY19 EBITDA and at 6.1% free cash flow yield, both of which are at the high end of their historical valuation ranges. 3. Parker-Hannifin (PH) downgraded to Sell from Neutral at Goldman Sachs with analyst Joseph Ritchie saying he shuffled his ratings in the Americas Multi-Industry ahead of the Q2 earnings season. He sees a "rocky road ahead." 4. FactSet (FDS) downgraded to Underweight from Equal Weight at Morgan Stanley with analyst saying the company's "decelerating" earnings growth brings risk to its "full" valuation. 5. Kennametal (KMT) double downgraded to Sell from Buy at Goldman Sachs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/16/19
MSCO
07/16/19
DOWNGRADE
Target $263
MSCO
Underweight
FactSet downgraded to Underweight from Equal Weight at Morgan Stanley
Morgan Stanley analyst Toni Kaplan downgraded FactSet Research Systems to Underweight from Equal Weight with a price target of $263, down from $264. The company's "decelerating" earnings growth brings risk to its "full" valuation, Kaplan tells investors in a research note.
06/27/19
06/27/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. FactSet (FDS) downgraded to Sell from Neutral at Goldman Sachs with analyst George Tong saying he believes FactSet faces "secular challenges" in the financial services end-market due to the implementation of MiFID II and the ongoing shift from active to passive asset management. 2. Travelers (TRV) downgraded to Sell from Hold at Deutsche Bank with analyst Joshua Shanker saying the commercial Property & Casualty sector is "largely overvalued" due to an intra-sector exodus from more rate-sensitive financials into P&C insurance stocks. 3. Sempra Energy (SRE) downgraded to Neutral from Buy at BofA/Merrill with analyst Julien Dumoulin-Smith citing share outperformance and moderating expectations on expedited CA legislation by the July 12 deadline combined with a potential credit downgrade. 4. W. R. Berkley (WRB) downgraded to Sell from Hold at Deutsche Bank with analyst Joshua Shanker saying investors are mistaking the appreciation in Property and Casualty insurance stocks as the "fruit of renewal rate pricing increases in the P&C market." 5. Ross Stores (ROST) and Nordstrom (JWN) downgraded to Sell from Neutral at Goldman Sachs. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
FICO Fair Isaac
$358.08

-6.99 (-1.91%)

03/11/19
LEHM
03/11/19
NO CHANGE
Target $300
LEHM
Overweight
Fair Isaac price target raised to $300 from $240 at Barclays
Barclays analyst Manav Patnaik raised his price target for Fair Isaac to $300 from $240 saying he left a visit to the company's headquarters last week "bullish as ever" on the trajectory for its Scores and Software businesses. The analyst sees no signs of Fair Isaac "slowing down" and keeps an Overweight rating on the shares.
12/12/18
12/12/18
NO CHANGE

Fair Isaac acquires Brazilian credit risk management consulting firm GoOn
FICO has acquired GoOn, a credit risk management consulting firm based in Brazil. The transaction has closed. Terms have not been disclosed, and the transaction is not expected to have a material impact on FICO's 2019 financial results. Founded in 2002, GoOn provides risk consulting for the entire consumer credit lifecycle. The GoOn consultants and other staff will continue as part of FICO.
05/01/19
WELS
05/01/19
NO CHANGE
Target $310
WELS
Outperform
Fair Isaac price target raised to $310 from $250 at Wells Fargo
Wells Fargo analyst William Warmington, Jr raised his price target for Fair Isaac to $310 from $250 following quarterly results. The analyst reiterates an Outperform rating on the shares.
08/01/19
WELS
08/01/19
NO CHANGE
Target $415
WELS
Outperform
Fair Isaac price target raised to $415 from $310 at Wells Fargo
Wells Fargo analyst William Warmington raised his price target for Fair Isaac to $415 from $310 following better than expected quarterly results. The analyst reiterates an Outperform rating on the shares.
HMHC Houghton Mifflin
$5.50

0.19 (3.58%)

07/16/19
SBSH
07/16/19
NO CHANGE
Target $8
SBSH
Buy
Houghton Mifflin price target lowered to $8 from $10 at Citi
Citi analyst Jason Bazinet lowered his price target for Houghton Mifflin Harcourt to $8 from $10 while maintaining a Buy rating on the shares. Houghton Mifflin is in the midst of a significant textbook adoption cycle that should translate to meaningful billings and EBITDA growth this year, Bazinet tells investors in a research note. The stock, however, is down down ~40% year-to-date, he adds. The analyst reduced his multiple on the shares but continues to have a positive view of the company.
10/09/18
BMOC
10/09/18
UPGRADE
BMOC
Outperform
Houghton Mifflin upgraded to Outperform from Market Perform at BMO Capital
10/09/18
BMOC
10/09/18
UPGRADE
Target $8
BMOC
Outperform
Houghton Mifflin upgraded to Outperform at BMO Capital on overdone selling
As reported earlier, BMO Capital analyst Jeffrey Silber upgraded Houghton Mifflin to Outperfrom from Market Perform and kept his price target at $8. The analyst contends that the latest sell-off driven by the company's revised 2018 outlook is "exacerbated", noting that the management has already "somewhat" disclosed the expected financial impact of its Riverside divestiture. However, Silber adds, even if he is proven wrong and the company again lowers its FY18 guidance, he expects investor focus to shift to 2019 when the company's trends are expected to improve. At its current valuation, the analyst states the stock is trading close to an all-time lows in enterprise value to expected forward EBITDA multiple of about 5-times.
INFO IHS Markit
$63.54

-0.9 (-1.40%)

06/27/19
CANT
06/27/19
NO CHANGE
Target $59
CANT
Neutral
IHS Markit price target raised to $59 from $51 at Cantor Fitzgerald
Cantor Fitzgerald analyst Joseph Foresi raised his price target for IHS Markit to $59 from $51 while keeping a Neutral rating on the shares following the company's Q2 results. The analyst likes IHS Markit's opportunities in transportation and financial services, but awaits better visibility on the outlook for oil capex, margins, and color on the transactional businesses.
06/28/19
DBAB
06/28/19
NO CHANGE
Target $70
DBAB
Buy
IHS Markit price target raised to $70 from $63 at Deutsche Bank
Deutsche Bank analyst Ashish Sabadra raised his price target for IHS Markit to $70 from $63 and keeps a Buy rating on the shares following meetings with management. Management highlighted their focus on accretive growth areas with large total addressable markets and a focus on new production innovation leveraging Data Lake, Sabadra tells investors in a research note. The analyst says the meetings reinforce confidence in the company's 5%-7% revenue growth.
06/27/19
RHCO
06/27/19
NO CHANGE
Target $70
RHCO
Buy
IHS Markit price target raised to $70 from $62 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target for IHS Markit to $70 from $62 and maintained a Buy rating, telling investors in a research note that he is confident IHS can deliver at least mid-single percentage through-the-cycle organic revenue growth and drive EBITDA margin toward the mid-40s. Jeffrey says he is "particularly encouraged" by Transportation, where he feels high-single percentage organic revenue growth is more durable than the consensus view.
06/27/19
PIPR
06/27/19
NO CHANGE
Target $70
PIPR
Overweight
IHS Markit price target raised to $70 from $64 at Piper Jaffray
Piper Jaffray analyst Peter Appert raised his price target for IHS Markit to $70 from $64 and keeps an Overweight rating on the shares. The catalysts for the stock are improving organic revenue growth, margin upside and leverage from free cash flow, all of which can happen over the next 12-18 months, Appert tells investors in a research note. The analyst says IHS Markit's "solid" fiscal Q2 revenue and earnings beat reinforces his confidence in the "secular growth story."
IT Gartner
$128.52

-2.125 (-1.63%)

05/08/19
CANT
05/08/19
NO CHANGE
Target $152
CANT
Neutral
Gartner price target raised to $152 from $141 at Cantor Fitzgerald
Cantor Fitzgerald analyst Joseph Foresi raised his price target for Gartner to $152 from $141 following the company's Q1 results but keeps a Neutral rating on the shares.
02/06/19
02/06/19
DOWNGRADE
Target $142

Market Perform
Gartner downgraded to Market Perform at BMO Capital on disappointing guidance
As previously reported, BMO Capital analyst Jeffrey Silber downgraded Gartner to Market Perform from Outperform and lowered his price target to $142 from $151. The analyst notes that the company's Q4 earnings miss should also make it difficult to achieve the management's reiterated outlook for double-digit Global Business Sales contract value growth. Silber adds that Gartner stock continues to trade at a "sizable premium on virtually all metrics", while its near term upside looks limited.
02/06/19
CANT
02/06/19
DOWNGRADE
CANT
Neutral
Gartner downgraded to Neutral from Overweight at Cantor Fitzgerald
07/31/19
BMOC
07/31/19
NO CHANGE
Target $142
BMOC
Market Perform
Gartner price target lowered to $142 from $161 at BMO Capital
BMO Capital analyst Jeffrey Silber lowered his price target on Gartner to $142 and kept his Market Perform rating after its FY19 guidance cut driven by reduced Research revenue expectations that include lower "legacy" non-subscription revenues in global business sales, or GBS. The analyst also remains concerned by the stock's "high valuations" and the "ongoing" GBS transition issues.
JEC Jacobs Engineering
$83.00

-2.89 (-3.36%)

04/30/19
04/30/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Zoom Video (ZM) initiated with an Outperform at Bernstein and a Neutral at Rosenblatt. 2. NeoPhotonics (NPTN) initiated with a Buy at MKM Partners. 3. PennantPark (PNNT) initiated with an Outperform at Raymond James. 4. Jacobs Engineering (JEC) reinstated with an Overweight at Barclays. 5. Synlogic (SYBX) initiated with a Buy at Jefferies. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/30/19
LEHM
04/30/19
INITIATION
Target $85
LEHM
Overweight
Jacobs Engineering reinstated with an Overweight at Barclays
Barclays analyst Adam Seiden reinstated coverage of Jacobs Engineering with an Overweight rating and $85 price target. The analyst sees growth in technical and advanced government services contracts as a key driver for the shares.
08/06/19
DADA
08/06/19
NO CHANGE
Target $95
DADA
Buy
Jacobs Engineering price target raised to $95 from $90 at DA Davidson
DA Davidson analyst Brent Thielman raised his price target on Jacobs Engineering to $95 and kept his Buy rating after its Q3 earnings beat, saying the company's organic revenue and backlog growth reflect "steady delivery" amid the management's business transformation efforts. The analyst notes that Jacobs Engineering is enjoying "notable liquidity" with a "wide range" of deployment opportunities that should support its "meaningful" growth trend over the next 2-3 years. Thielman adds that while there has been some escalation in macro uncertainty and erratic construction peer results, Jacobs is more insulated with its "lower-risk operating model".
08/06/19
FBCO
08/06/19
NO CHANGE
Target $100
FBCO
Outperform
Jacobs Engineering price target raised to $100 from $85 at Credit Suisse
Credit Suisse analyst Jamie Cook raised his price target for Jacobs Engineering to $100 from $85 after the company reported an in-line quarter operationally and raised the low end of the 2019 adjusted EBITDA guidance $45M, or by 2% at the midpoint, with one quarter left in the fiscal year. The analyst continues to believe the company can pave a path to $7-$8 in EPS power based on organic and inorganic opportunities. Cook reiterates an Outperform rating on the shares.
LDOS Leidos
$82.98

-0.06 (-0.07%)

07/09/19
SBSH
07/09/19
DOWNGRADE
Target $83
SBSH
Neutral
Leidos downgraded to Neutral from Buy at Citi
Citi analyst Jonathan Raviv downgraded both CACI International (CACI) and Leidos (LDOS) to Neutral from Buy citing valuation. While the company's fundamentals "look good," shares of Leidos are up 54% year-to-date, Raviv tells investors in a research note. He raised his price target for Leidos shares to $83 from $75 despite the downgrade. The analyst maintains a Buy rating on SAIC (SAIC) with a $100 price target, saying the company's enjoys "more valuation cushion" yielding greater than 10%.
07/09/19
SBSH
07/09/19
DOWNGRADE
Target $230
SBSH
Neutral
CACI downgraded to Neutral from Buy at Citi
Citi analyst Jonathan Raviv downgraded both CACI International (CACI) and Leidos (LDOS) to Neutral from Buy citing valuation. While the company's fundamentals "look good," shares of CACI are up 45% year-to-date, Raviv tells investors in a research note. He raised his price target for CACI shares to $230 from $200. The analyst maintains a Buy rating on SAIC (SAIC) with a $100 price target, saying the company's enjoys "more valuation cushion" yielding greater than 10%.
06/03/19
MSCO
06/03/19
INITIATION
Target $75
MSCO
Equal Weight
Leidos initiated with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Matthew Sharpe initiated coverage of the Government Services industry, starting Leidos with an Equal Weight rating and $75 price target.
07/31/19
RHCO
07/31/19
NO CHANGE
Target $95
RHCO
Buy
Leidos price target raised to $95 from $79 at SunTrust
SunTrust analyst Tobey Sommer raised his price target on Leidos to $95 and kept his Buy rating after its Q2 earnings beat and raised FY19 guidance. The analyst is more optimistic that the company can generate a "sustainable mid- to high-single digit" revenue growth over the medium term, supported by "elevated" win rates and contracts such as the $2.9B NASA IT Services deal grated earlier this year and the Air Combat Command's Intelligence Surveillance, Reconnaissance Support Services Program.
MANT ManTech
$68.53

-1.67 (-2.38%)

01/04/19
WELS
01/04/19
NO CHANGE
Target $30
WELS
Outperform
Wells Fargo favors Perspecta, Booz Allen, CACI in government services
In a research note on government services companies, Wells Fargo analyst Ed Caso tells investors that he continues to favor Booz Allen Hamilton (BAH), CACI International (CACI), Leidos (LDOS), Perspecta (PRSP) and ManTech (MANT) as the government continues its shutdown, though he says near-term outperfomance may be difficult despite being "defensive" names. Caso notes that this shutdown is different than the 16-day shutdown in October 2013, as this time about 75% of the government is funded, particularly Defense/Intel versus none in 2013. Though services providers fell into the 2013 shutdown, then recovered starting mid-event, this time, investor concern has weighed on the group for a few months now, which he believes has dampened the group's traditional defensive characteristics.
08/01/19
RHCO
08/01/19
NO CHANGE
Target $77
RHCO
Buy
ManTech price target raised to $77 from $70 at SunTrust
SunTrust analyst Tobey Sommer raised his price target on ManTech to $77 and kept his Buy rating after its Q2 earnings beat and raised FY19 guidance. The analyst is positive on the company's "favorable" cash flow outlook and faster expected contract award activity in the back half of 2019, adding that the stock also has greater margin expansion potential than its peers.
06/03/19
MSCO
06/03/19
INITIATION
Target $65
MSCO
Equal Weight
ManTech initiated with an Equal Weight at Morgan Stanley
Morgan Stanley analyst Matthew Sharpe initiated coverage of the Government Services industry, starting ManTech with an Equal Weight rating and $65 price target.
08/01/19
WELS
08/01/19
DOWNGRADE
Target $69
WELS
Market Perform
ManTech downgraded to Market Perform from Outperform at Wells Fargo
Wells Fargo analyst Edward Caso downgraded ManTech International to Market Perform from Outperform with an unchanged price target of $69. The analyst cites valuation for the downgrade following the company's Q2 results.
MCO Moody's
$213.27

-0.88 (-0.41%)

08/05/19
ARGS
08/05/19
NO CHANGE
Target $240
ARGS
Buy
Moody's price target raised to $240 from $205 at Argus
Argus analyst John Eade raised his price target on Moody's to $240 and kept his Buy rating after its Q2 earnings beat, saying that while the stock has outperformed the S&P500 index over the past quarter, he sees "more value" in the shares. The analyst notes that Moody's is facing risks around defaults in the corporate bond market and a slowdown in corporate debt issuance, but he also expects the company to benefit from the secular trends of "global GDP growth and debt market disintermediation" over the longer term.
04/05/19
PIPR
04/05/19
NO CHANGE
Target $242
PIPR
Overweight
Piper boosts S&P Global price target to $242, Moody's target to $205
Piper Jaffray analyst Peter Appert raised his price target for Overeight-rated S&P Global (SPGI) to $242 from $220 and for Neutral-rated Moody's (MCO) to $205 from $178. Debt issuance in Q1 was a "mixed bag," with "impressive" strength in investment grade and high yield issuance balanced by weaker performance in the loan and structured finance categories, Appert tells investors in a research note. The analyst's increased price targets reflect confidence in the secular growth story and higher multiples in the peer group. He remains a fan of the rating agency business model with a "modest preference" for S&P Global over Moody's given its "more diversified business mix and greater margin upside."
07/10/19
JPMS
07/10/19
INITIATION
Target $220
JPMS
Overweight
Moody's initiated with an Overweight at JPMorgan
JPMorgan analyst Michael Cho started Moody's with an Overweight rating and $220 price target. Despite short-term volatility from debt issuance trends, the company has displayed "impressive" organic, constant currency revenue growth driven by pricing power, innovation and a growing end markets, Cho tells investors in a research note.
04/25/19
CANT
04/25/19
NO CHANGE
Target $192
CANT
Neutral
Moody's price target raised to $192 from $168 at Cantor Fitzgerald
Cantor Fitzgerald analyst Joseph Foresi raised his price target for Moody's to $192 from $168 after the company reported Q1 results above consensus but keeps a Neutral rating on the name. The analyst remains cautious about the "volatile" issuance market.
REAL RealReal
$17.81

0.12 (0.68%)

07/23/19
BOFA
07/23/19
INITIATION
Target $28
BOFA
Neutral
RealReal initiated with a Neutral at BofA/Merrill
BofA/Merrill initiated RealReal with a Neutral and $28 price target.
07/23/19
KEYB
07/23/19
INITIATION
Target $31
KEYB
Overweight
RealReal initiated with an Overweight at KeyBanc
KeyBanc analyst Edward Yruma started coverage of RealReal with an Overweight rating and a $31 price target. The analyst believes RealReal is driving "real innovation" at the nexus of the circular economy, luxury, and e-commerce, and has "strong competitive advantages," particularly in supply, that differentiate it from peers. Further, Yruma thinks it can sustain 25%-plus Gross Merchandise Volume growth and attain profitability by 2021/2022.
08/12/19
FBCO
08/12/19
NO CHANGE
Target $30
FBCO
Outperform
RealReal near-term visibility more limited, says Credit Suisse
RealReal's (REAL) near-term visibility is more limited ahead of the company's Q2 results given recent luxury read-throughs, Credit Suisse analyst Michael Binetti tells investors in a research note. Negative reads from Barney's bankruptcy and Farfetch's (FTCH) Q2 results brought RealReal's shares down 26% last week, Binetti tells investors in a research note. The analyst says the "significant compression" in digital marketplace multiples has made his $30 target price for RealReal well above the valuation of Farfetch (FTCH) and peers. However, Binetti still thinks RealReal can be a "key asset in retail stock portfolios." He believes the company has baked in some near-term revenue conservatism around the elevated industry promotions it already saw coming ahead of the initial public offering. Further, the analyst notes that in past periods of increased promos in the primary luxury space, RealReal has seen "unexpected positive lifts" to its new customer growth trends. Binetti keeps an Outperform rating on the shares.
07/23/19
COWN
07/23/19
INITIATION
Target $32
COWN
Outperform
RealReal initiated with an Outperform at Cowen
Cowen analyst Oliver Chen initiated RealReal with an Outperform rating as he believes its customer-centric supply gathering infrastructure, rapid turnover single SKU management and authentication will drive customer trust and engagement. He sees the company profitable by 2022. Chen has a $32 price target on RealReal shares.
SAIC SAIC
$82.87

-0.36 (-0.43%)

05/16/19
05/16/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Macy's (M) upgraded to Neutral from Sell at Goldman Sachs with analyst Alexandra Walvis saying she sees a more balanced risk/reward in the wake of the stock's recent underperformance. 2. SAIC (SAIC) upgraded to Outperform from Market Perform at Wells Fargo with analyst Edward Caso saying he has "growing comfort" with the company's ongoing integration of its Engility acquisition and sees the deal producing a "notable improvement" in free cash flow. 3. Scorpio Tankers (STNG) upgraded to Overweight from Neutral at JPMorgan with analyst Noah Parquette saying he's seen a considerable increase in interest from investors in the IMO 2020 product tanker story in recent weeks. 4. KB Home (KBH) and Taylor Morrison (TMHC) were upgraded to Outperform from Sector Perform at RBC Capital. 5. MYR Group (MYRG) upgraded to Buy from Hold at Stifel with analyst Noelle Dilts saying she sees "compelling dynamics" in the electric transmission and distribution market as utilities move investment toward power delivery in order to address reliability concerns, the need for grid hardening, and aging infrastructure. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/07/19
RHCO
06/07/19
NO CHANGE
Target $100
RHCO
Buy
SAIC price target raised to $100 from $92 at SunTrust
SunTrust analyst Tobey Sommer raised his price target on SAIC to $100 and kept his Buy rating, saying the company's integration of Engility could drive its free cash flows higher and making the stock look "cheaper" on cash flow yield valuation basis. The analyst notes that SAIC currently trades at a 6% free cash flow yield relative to enterprise value, but if the stock "normalized" to peer group average of 4.3%, its fair valuation could be as high as $130. Sommer further states that SAIC already realized the expected acquisition synergies for Engility's first full year of integration of business development and operations, with further integration expected for the companies' enterprise systems starting in Q3.
06/03/19
MSCO
06/03/19
INITIATION
Target $96
MSCO
Overweight
SAIC initiated with an Overweight at Morgan Stanley
Morgan Stanley analyst Matthew Sharpe initiated coverage of the Government Services industry, starting SAIC with an Overweight rating and calling it is top pick in the space. The analyst, who set a $96 price target on SAIC shares, said he favors the company's free cash flow generation and notable synergy opportunities via the recent Engility merger.
TRU TransUnion
$81.43

-1.46 (-1.76%)

04/24/19
BARD
04/24/19
NO CHANGE
Target $78
BARD
Outperform
TransUnion still a top idea despite 'modestly disappointing' Q1, says Baird
Baird analyst Jeffrey Meuler said TransUnion's Q1 results were "modestly disappointing, but not thesis changing" and the stock remains his top information solutions idea given that he expects accelerating growth in the near-term and sustained strong growth at attractive economics over the long-term. Despite the Q1 results, strong bookings trends, improved trends in shorter-cycle/batch revenue in March/April relative to January/February and a more favorable mortgage market outlook are among the factors he points to that give him confidence in a reacceleration. Meuler keeps an Outperform rating on TransUnion shares and raised his price target on the stock to $78 from $75.
03/15/19
EXAN
03/15/19
INITIATION
Target $66
EXAN
Neutral
TransUnion initiated with a Neutral at Exane BNP Paribas
Exane BNP Paribas initiated TransUnion with a Neutral and $66 price target.
07/24/19
RHCO
07/24/19
NO CHANGE
Target $90
RHCO
Buy
TransUnion price target raised to $90 from $78 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on TransUnion to $90 and kept his Buy rating after its Q2 earnings beat and raised FY19 guidance, saying that while its valuation is "pushing the limit", he believes that company can expand its margins and grow its organic revenue by over 6%. Jeffrey also maintains his positive view on the company's position in Insurance and is also enthused by its "apparent re-acceleration" in emerging verticals like Healthcare.
VRSK Verisk Analytics
$155.47

-0.92 (-0.59%)

12/07/18
FBCO
12/07/18
INITIATION
Target $125
FBCO
Neutral
Verisk Analytics initiated with a Neutral at Credit Suisse
Target $125.
05/02/19
RHCO
05/02/19
NO CHANGE
Target $150
RHCO
Hold
Verisk Analytics price target raised to $150 from $120 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on Verisk Analytics to $150 to reflect the "market-based re-rating" in the stock price and the company's "consistent" financial performance. The analyst keeps his Hold rating on Verisk Analytics based on its valuation premium and balanced risk-reward, but believes that its competitive position will appeal to growth investors.
11/01/18
BARD
11/01/18
NO CHANGE
Target $133
BARD
Outperform
Verisk Analytics price target raised to $133 from $125 at Baird
Baird analyst Jeffrey Meuler raised his price target on Verisk Analytics to $133 from $125 following mixed Q3 results. The analyst said the underlying growth was roughly stable at a strong level and increasingly broad-based. He said he is also positive on its EH&S margins and sees the potential for significant capital deployment. Meuler reiterated his Outperform rating on Verisk Analytics shares.
11/01/18
RHCO
11/01/18
NO CHANGE
Target $120
RHCO
Hold
Verisk Analytics price target raised to $120 from $109 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on Verisk Analytics to $120 after its Q3 earnings beat this week, saying the company's Insurance Underwriting business is highlighting its competitive position with a 6% organic revenue growth while its Energy segment is rebounding with a 1% organic growth. The analyst notes that he is positive on the company's new technology, pricing power, and scale that justify its premium multiple, but also sees the risk-reward for Verisk as balanced because of its "exposure to changing end markets" and "greater-than-appreciated cyclicality".
WNS WNS Holdings
$62.34

-0.56 (-0.89%)

04/26/19
BRRR
04/26/19
NO CHANGE
Target $68
BRRR
Outperform
WNS Holdings price target raised to $68 from $60 at Barrington
Barrington analyst Vincent Colicchio raised his price target for WNS Holdings to $68 from $60 following the company's better than expected fiscal Q4 results. While the company added 25 new clients in fiscal 2019 versus 29 in fiscal 2018, the average annual contract value of the deals added in fiscal 2019 increased 35% year-over-year, Colicchio tells investors in a post-earnings research note. He believes this should help WNS generate "strong" revenue growth over the next few years. The analyst keeps an Outperform rating on the shares.
07/19/19
BRRR
07/19/19
NO CHANGE
Target $72
BRRR
Outperform
WNS Holdings price target raised to $72 from $68 at Barrington
Barrington analyst Vincent Colicchio raised his price target for WNS Holdings to $72 from $68 saying broad demand drove "solid" growth the company's fiscal Q1 results. WNS's sales pipeline grew "rapidly" year-over-year, was broad based across multiple geographies, verticals and service lines and included several large transformation deals, Colicchio tells investors in a post-earnings research note. He reiterates an Outperform rating on the shares.
07/19/19
CANT
07/19/19
NO CHANGE
Target $68
CANT
Overweight
WNS Holdings price target raised to $68 from $63 at Cantor Fitzgerald
Cantor Fitzgerald analyst Joseph Foresi raised his price target for WNS Holdings to $68 from $63 saying demand remains robust following the company's fiscal Q1 results. WNS has not had any impact on the business from macro headwinds, and management believes the environment could translate into healthy demand for strategic BPM initiatives, Foresi tells investors in a research note. The analyst sees room for multiple expansion and keeps an Overweight rating on WNS Holdings.
07/19/19
COWN
07/19/19
NO CHANGE
Target $70
COWN
Outperform
WNS Holdings price target raised to $70 from $62 at Cowen
Cowen analyst Bryan Bergin raised his price target on WNS Holdings to $70 from $62 following Q1 results. The analyst said the company continues to impress with consistent execution driving solid growth and margin outperformance. He said he still sees upside factors to support estimates and multiple expansion. The core business remains healthy while growing new engagement types and client categories. Bergin reiterated his Outperform rating on WNS Holdings shares.

TODAY'S FREE FLY STORIES

HD

Home Depot

$207.98

4.335 (2.13%)

09:15
08/20/19
08/20
09:15
08/20/19
09:15
Hot Stocks
Home Depot says all U.S. divisions posted positive comps in Q2 »

Says: Saw broad-based…

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

  • 20

    Aug

GNUS

Genius Brands

$0.81

0.11 (15.71%)

09:15
08/20/19
08/20
09:15
08/20/19
09:15
Earnings
Genius Brands reports Q2 EPS (16c) vs. (26c) last year »

Reports Q2 revenue $0.5M…

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

WWE

WWE

$71.90

2.25 (3.23%)

09:13
08/20/19
08/20
09:13
08/20/19
09:13
Recommendations
WWE analyst commentary  »

WWE's NXT TV rights…

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

  • 05

    Sep

HD

Home Depot

$207.98

4.335 (2.13%)

, SRPT

Sarepta

$120.16

-4.81 (-3.85%)

09:12
08/20/19
08/20
09:12
08/20/19
09:12
Hot Stocks
Fly Intel: Pre-market Movers »

HIGHER: Hilton Grand…

HD

Home Depot

$207.98

4.335 (2.13%)

SRPT

Sarepta

$120.16

-4.81 (-3.85%)

HGV

Hilton Grand Vacations

$28.21

0.565 (2.04%)

BYND

Beyond Meat

$144.44

-0.49 (-0.34%)

MDT

Medtronic

$104.15

1.42 (1.38%)

BIDU

Baidu

$104.28

7.63 (7.89%)

SE

Sea Limited

$36.11

0.68 (1.92%)

FN

Fabrinet

$56.40

0.77 (1.38%)

ELAN

Elanco

$29.82

0.46 (1.57%)

SYBX

Synlogic

$4.82

0.21 (4.56%)

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

  • 20

    Aug

  • 20

    Aug

  • 20

    Aug

  • 21

    Aug

  • 22

    Aug

  • 04

    Sep

  • 04

    Sep

  • 09

    Sep

  • 11

    Sep

DOMO

Domo

$25.28

-0.11 (-0.43%)

09:11
08/20/19
08/20
09:11
08/20/19
09:11
Hot Stocks
TaylorMade expands use of Domo to Japanese operations »

Domo announced that…

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

  • 05

    Sep

  • 10

    Sep

  • 18

    Sep

QEPC

Q.E.P. Company

$0.00

(0.00%)

, DOOR

Masonite

$49.34

0.81 (1.67%)

09:08
08/20/19
08/20
09:08
08/20/19
09:08
Hot Stocks
Q.E.P. Company appoints James Hair to board of directors »

Q.E.P. CO. (QEPC)…

QEPC

Q.E.P. Company

$0.00

(0.00%)

DOOR

Masonite

$49.34

0.81 (1.67%)

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

  • 23

    Sep

BEST

Best Inc

$4.57

0.2 (4.58%)

09:08
08/20/19
08/20
09:08
08/20/19
09:08
Downgrade
Best Inc rating change  »

Best Inc 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

  • 05

    Sep

  • 06

    Sep

  • 09

    Sep

  • 10

    Sep

  • 11

    Sep

GIGM

GigaMedia

$2.45

0.1 (4.26%)

09:07
08/20/19
08/20
09:07
08/20/19
09:07
Hot Stocks
GigaMedia's CEO acquires 69,742 shares of the company »

GigaMedia announced that…

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

INGR

Ingredion

$76.69

0.77 (1.01%)

, ATR

AptarGroup

$120.24

0.07 (0.06%)

09:06
08/20/19
08/20
09:06
08/20/19
09:06
Hot Stocks
Ingredion appoints AptarGroup CEO Stephen Tanda to board of directors »

Ingredion Incorporated…

INGR

Ingredion

$76.69

0.77 (1.01%)

ATR

AptarGroup

$120.24

0.07 (0.06%)

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

  • 22

    Aug

  • 19

    Sep

  • 01

    Nov

TMUS

T-Mobile

$78.20

0.44 (0.57%)

09:05
08/20/19
08/20
09:05
08/20/19
09:05
Conference/Events
T-Mobile management to meet with Cowen »

Meeting to be held on the…

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

  • 20

    Aug

  • 23

    Sep

VISI

Volt Information Sciences

$3.40

-0.13 (-3.68%)

, NTAP

NetApp

$46.99

0.24 (0.51%)

09:05
08/20/19
08/20
09:05
08/20/19
09:05
Hot Stocks
Volt Information Sciences names Bob Houghton as CIO »

Volt Information Sciences…

VISI

Volt Information Sciences

$3.40

-0.13 (-3.68%)

NTAP

NetApp

$46.99

0.24 (0.51%)

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

  • 12

    Sep

  • 10

    Oct

CRM

Salesforce

$143.66

-0.23 (-0.16%)

09:04
08/20/19
08/20
09:04
08/20/19
09:04
Recommendations
Salesforce analyst commentary  »

Salesforce stock…

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

  • 22

    Aug

  • 28

    Aug

  • 28

    Aug

  • 12

    Dec

  • 16

    Dec

FCEL

FuelCell

$0.37

-0.006 (-1.60%)

09:04
08/20/19
08/20
09:04
08/20/19
09:04
Hot Stocks
FuelCell appoints Jason Few as president, CEO »

FuelCell Energy announced…

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

MSI

Motorola Solutions

$176.89

3.64 (2.10%)

09:04
08/20/19
08/20
09:04
08/20/19
09:04
Conference/Events
Motorola Solutions management to meet with Cowen »

Meeting to be held in the…

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

  • 20

    Aug

  • 18

    Dec

  • 19

    Dec

TYPE

Monotype Imaging

$19.75

-0.09 (-0.45%)

09:02
08/20/19
08/20
09:02
08/20/19
09:02
Hot Stocks
Gilead Capital intends to vote against the sale of Monotype »

Gilead Capital, a…

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

APY

Apergy

$27.51

1.375 (5.26%)

09:00
08/20/19
08/20
09:00
08/20/19
09:00
Conference/Events
Apergy management to meet with Cowen »

Meeting to be held on the…

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

  • 20

    Aug

SQ

Square

$64.11

1.2 (1.91%)

08:58
08/20/19
08/20
08:58
08/20/19
08:58
Initiation
Square initiated  »

Rosenblatt starts Square…

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

  • 28

    Aug

  • 28

    Aug

  • 10

    Sep

  • 27

    Oct

  • 06

    Nov

08:56
08/20/19
08/20
08:56
08/20/19
08:56
General news
Redbook Store Sales data reported »

Week of 8/17 Redbook…

PCG

PG&E

$10.67

-3.63 (-25.38%)

, GE

General Electric

$8.67

-0.12 (-1.37%)

08:55
08/20/19
08/20
08:55
08/20/19
08:55
Options
Notable open interest changes for August 20th »

Monday's total…

PCG

PG&E

$10.67

-3.63 (-25.38%)

GE

General Electric

$8.67

-0.12 (-1.37%)

AMD

AMD

$31.45

0.27 (0.87%)

AAPL

Apple

$210.32

3.88 (1.88%)

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

  • 20

    Aug

  • 27

    Aug

  • 09

    Sep

  • 10

    Sep

  • 30

    Oct

HJLI

Hancock Jaffe Laboratories

$1.03

0.0455 (4.62%)

08:55
08/20/19
08/20
08:55
08/20/19
08:55
Hot Stocks
Hancock Jaffe completes two additional VenoValve implantations for study »

Hancock Jaffe…

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

NOVA

Sunnova Energy

$11.13

0.089 (0.81%)

08:55
08/20/19
08/20
08:55
08/20/19
08:55
Initiation
Sunnova Energy initiated  »

Sunnova Energy 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

JEC

Jacobs Engineering

08:54
08/20/19
08/20
08:54
08/20/19
08:54
Conference/Events
Jacobs Engineering to host conference call »

Conference call 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

  • 20

    Aug

SRPT

Sarepta

$120.16

-4.81 (-3.85%)

08:54
08/20/19
08/20
08:54
08/20/19
08:54
Recommendations
Sarepta analyst commentary at RBC Capital »

Sarepta price target…

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

PYPL

PayPal

$107.64

1.52 (1.43%)

08:54
08/20/19
08/20
08:54
08/20/19
08:54
Initiation
PayPal initiated  »

Rosenblatt starts PayPal…

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

  • 10

    Sep

KSHB

KushCo Holdings

$0.00

(0.00%)

, GTBIF

Green Thumb Industries

$0.00

(0.00%)

08:51
08/20/19
08/20
08:51
08/20/19
08:51
Hot Stocks
KushCo Holdings adds former Green Thumb CEO Pete Kadens to advisory board »

KushCo Holdings (KSHB)…

KSHB

KushCo Holdings

$0.00

(0.00%)

GTBIF

Green Thumb Industries

$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

  • 05

    Sep

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.