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NCLH

Norwegian Cruise Line

$50.79

0.57 (1.14%)

, RCL

Royal Caribbean

$104.28

0.91 (0.88%)

08:27
09/03/19
09/03
08:27
09/03/19
08:27

Norwegian, Royal should be bought on any Dorian selloff, says Nomura

Nomura Instinet analyst Harry Curtis, after speaking with the cruise operators, expects the impact of cancelled cruises beginning this weekend and lasting for several days due to Hurricane Doria will be in the neighborhood of 5c of earnings per share. The analyst lowered his estimates accordingly and recommends buying Norwegian Cruise Line (NCLH) and Royal Caribbean (RCL) should there be a storm-related pullback in the coming days. He expects little long-term impact on the industry from the storm since island destinations in the greater Caribbean have not been impacted.

NCLH

Norwegian Cruise Line

$50.79

0.57 (1.14%)

RCL

Royal Caribbean

$104.28

0.91 (0.88%)

CCL

Carnival

$44.08

0.09 (0.20%)

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    Oct

NCLH Norwegian Cruise Line
$50.79

0.57 (1.14%)

07/19/19
DBAB
07/19/19
NO CHANGE
DBAB
Deutsche Bank expects 'relief rally' in Royal Caribbean, Norwegian Cruise Line
Deutsche Bank analyst Chris Woronka expects a "relief rally" in shares of Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH) if the companies can "simply meet" the "less-demanding bar" for Q2. Both stocks have significantly underperformed their closest consumer-discretionary peers over the past month, despite having already quantified the anticipated Cuba impact on fiscal 2019 earnings, Woronka tells investors in a research note. The analyst believes sentiment "has gotten too negative" on Royal Caribbean and Norwegian. The market continues to extrapolate too much from "multiple" Carnival (CCL)-specific issues, says Woronka.
07/30/19
STFL
07/30/19
NO CHANGE
Target $67
STFL
Buy
Stifel questions if strong Norwegian results will 'matter' given poor sentiment
Stifel analyst Steven Wieczynski lowered his EPS estimates on Norwegian Cruise Lines ahead of the company's Q2 report due to the near-term impact from Cuba, the Norwegian Pearl incident and negative forex impacts, leading him to trim his price target on the stock to $67 from $71. However, he keeps a Buy rating on the stock, stating that he believes the Cuba impact has more than been priced into shares and he believes management's commentary will remain upbeat. In a preview note, entitled "Right Now, Baltimore's Image Might be Better Than Cruise Stocks; Strong NCLH Report Expected; Will it Matter?," the analyst said he believes current operating results should help to offset and absorb the Cuba fears and foreign exchange headwinds.
08/09/19
BUCK
08/09/19
UPGRADE
BUCK
Buy
Norwegian Cruise Line upgraded to Buy from Neutral at Buckingham
08/09/19
BUCK
08/09/19
UPGRADE
Target $61
BUCK
Buy
Buckingham upgrades Norwegian Cruise Line on attractive risk/reward
Buckingham analyst Daniel McKenzie upgraded Norwegian Cruise Line to Buy from Neutral and raised his price target for the shares to $61 from $56. With the Cuba "challenge" now largely understood, Norwegian's risk/reward has once again become attractive, McKenzie tells investors in a research note. Estimates have reset lower, while recent travel data has shown an acceleration, adds the analyst. As such, he has "increased comfort" with Norwegian Cruise Line's earnings going forward.
RCL Royal Caribbean
$104.28

0.91 (0.88%)

07/15/19
NOMU
07/15/19
NO CHANGE
NOMU
Buy
Royal Caribbean, Norwegian pullbacks a buying opportunity, says Nomura Instinet
Nomura Instinet analyst Harry Curtis recommends using the recent pullbacks in shares of Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH) as buying opportunities into the Q2 earnings reports. The analyst expects both companies to have more constructive forward booking commentary than Carnival (CCL) did in its June outlook and beat more recent diminished yield expectations. Royal and Norwegian's fleets are positioned to continue driving pricing growth in Europe, the Caribbean and Alaska due to new vessels with more diverse and innovative amenities, Curtis tells investors in a research note. He sees around 32% upside in both stocks.
08/13/19
ARGS
08/13/19
DOWNGRADE
ARGS
Hold
Royal Caribbean downgraded to Hold from Buy at Argus
08/13/19
08/13/19
DOWNGRADE

Hold
Royal Caribbean downgraded to Hold from Buy at Argus
As previously reported, Argus analyst John Staszak downgraded Royal Caribbean to Hold, citing the growth in cruise line capacity accelerating over the next several years along with the recent signs that spending on cruises may be slowing. The analyst also lowers his FY19 EPS view to $9.70 from $10.00 and FY20 view to $11.30 from $11.70, tracking the company's latest cut in its guidance.
CCL Carnival
$44.08

0.09 (0.20%)

07/01/19
BREN
07/01/19
DOWNGRADE
Target $48
BREN
Hold
Carnival downgraded to Hold from Buy at Berenberg
Berenberg analyst Stuart Gordon downgraded Carnival to Hold from Buy and lowered his price target for the shares to $48 from $60. The company appears to be "finely balanced between a deteriorating operating performance and a cheap valuation," Gordon tells investors in a research note. The analyst believes Carnival's net yield growth will "remain anemic" through 2020. As a result, he believes the stock is trading at close to a fair absolute and relative value.
07/01/19
07/01/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. SolarWinds (SWI) downgraded to Sell from Neutral at Goldman Sachs with analyst Heather Bellini saying while the company's valuation, on an absolute basis, does not appear "overly expensive," the shares have "limited possibility" for multiple expansion given its end market exposure and already best in class operating margins. 2. SM Energy (SM) downgraded to Underweight from Equal Weight at Barclays with analyst William Thompson saying while the company's high leverage provides "oil beta with arguably premier Midland acreage," continuous drilling obligations could restrict it from pivoting away from the Eagle Ford condensate. 3. Zoom Video (ZM) downgraded to Sell from Neutral at Goldman Sachs with analyst Heather Bellini saying her "blue sky scenario" is already more than factored into investor expectations at current valuation levels. 4. Carnival (CCL) downgraded to Hold from Buy at Berenberg with analyst Stuart Gordon saying the company appears to be "finely balanced between a deteriorating operating performance and a cheap valuation." 5. Yum! Brands (YUM) downgraded to Underperform from Neutral at Longbow with analyst Alton Stump saying the stock is trading at nearly a 25% premium to its closest quick-service peers despite similar comp growth, unit growth and leverage. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

PG

Procter & Gamble

$122.22

0.37 (0.30%)

, KO

Coca-Cola

$53.90

-0.62 (-1.14%)

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PG

Procter & Gamble

$122.22

0.37 (0.30%)

KO

Coca-Cola

$53.90

-0.62 (-1.14%)

PEP

PepsiCo

$134.49

-0.98 (-0.72%)

CL

Colgate-Palmolive

$70.97

0.01 (0.01%)

KMB

Kimberly-Clark

$135.13

0.9 (0.67%)

K

Kellogg

$63.79

0.07 (0.11%)

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CMCSA

Comcast

$46.36

-0.32 (-0.69%)

, CMCSK

Comcast

$0.00

(0.00%)

08:09
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Facebook, Microsoft among growth stocks for risky times, Barron's says »

Comcast (CMCSA), Delta…

CMCSA

Comcast

$46.36

-0.32 (-0.69%)

CMCSK

Comcast

$0.00

(0.00%)

DAL

Delta Air Lines

$58.63

-0.05 (-0.09%)

FANG

Diamondback Energy

$96.90

-0.45 (-0.46%)

EHC

Encompass Health

$64.41

-0.01 (-0.02%)

FB

Facebook

$189.88

-0.27 (-0.14%)

JNJ

Johnson & Johnson

$131.73

1.75 (1.35%)

MSFT

Microsoft

$139.34

-1.74 (-1.23%)

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YUM

Yum! Brands

$112.31

-1.83 (-1.60%)

, MCD

McDonald's

$209.44

-1.12 (-0.53%)

08:05
09/21/19
09/21
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08:05
Periodicals
Fast food stock could gain if consumer spending slows, Barron's says »

Despite a surge in second…

YUM

Yum! Brands

$112.31

-1.83 (-1.60%)

MCD

McDonald's

$209.44

-1.12 (-0.53%)

CMG

Chipotle

$835.17

3.67 (0.44%)

CBRL

Cracker Barrel

$166.12

-0.23 (-0.14%)

WEN

Wendy's

$20.77

0.22 (1.07%)

QSR

Restaurant Brands

$72.64

-1.24 (-1.68%)

03/08/13
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SFTBF

SoftBank

$0.00

(0.00%)

, SFTBY

SoftBank

$0.00

(0.00%)

08:00
09/21/19
09/21
08:00
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08:00
Periodicals
Softbank stock still attractive, Barron's says »

Investors seem convinced…

SFTBF

SoftBank

$0.00

(0.00%)

SFTBY

SoftBank

$0.00

(0.00%)

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REAL

RealReal

$17.00

0.21 (1.25%)

07:57
09/21/19
09/21
07:57
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07:57
Periodicals
RealReal among year's more under-the-radar IPOs, Barron's says »

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CVS

CVS Health

$64.28

0.65 (1.02%)

, WAB

Wabtec

$74.01

0.26 (0.35%)

07:48
09/21/19
09/21
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07:48
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Opioid crisis could hurt investors, Barron's says »

Opioid lawsuits have…

CVS

CVS Health

$64.28

0.65 (1.02%)

WAB

Wabtec

$74.01

0.26 (0.35%)

ABC

AmerisourceBergen

$85.13

0.475 (0.56%)

CAH

Cardinal Health

$47.89

-0.14 (-0.29%)

MCK

McKesson

$146.83

1.06 (0.73%)

MYL

Mylan

$21.01

0.03 (0.14%)

AMRX

Amneal Pharmaceuticals

$3.34

0.21 (6.71%)

ABT

Abbott

$83.56

0.35 (0.42%)

MNK

Mallinckrodt

$2.46

0.01 (0.41%)

ENDP

Endo

$3.48

0.115 (3.42%)

TEVA

Teva

$7.44

-0.08 (-1.06%)

JNJ

Johnson & Johnson

$131.73

1.75 (1.35%)

03/08/13
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03/06/13
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DDAIF

Daimler AG

$0.00

(0.00%)

, FCAU

Fiat Chrysler

$13.52

-0.11 (-0.81%)

07:13
09/21/19
09/21
07:13
09/21/19
07:13
On The Fly
Week in Review: How Trump's policies moved stocks »

Catch up on the top…

DDAIF

Daimler AG

$0.00

(0.00%)

FCAU

Fiat Chrysler

$13.52

-0.11 (-0.81%)

F

Ford

$9.16

0.06 (0.66%)

GM

General Motors

$37.37

-0.41 (-1.09%)

HMC

Honda

$26.68

0.03 (0.11%)

NSANY

Nissan

$0.00

(0.00%)

TSLA

Tesla

$240.62

-5.89 (-2.39%)

TM

Toyota

$136.72

0.12 (0.09%)

VWAGY

Volkswagen

$0.00

(0.00%)

FB

Facebook

$189.88

-0.27 (-0.14%)

AGU

Agrium

$0.00

(0.00%)

ANDE

Andersons

$26.28

-0.56 (-2.09%)

ADM

Archer Daniels

$40.94

0.05 (0.12%)

BG

Bunge

$55.91

-0.26 (-0.46%)

CF

CF Industries

$49.28

-0.76 (-1.52%)

CMP

Compass Minerals

$56.29

-1.765 (-3.04%)

IPI

Intrepid Potash

$3.43

0.01 (0.29%)

POT

Potash

$0.00

(0.00%)

SYT

Syngenta

$0.00

(0.00%)

03/08/13
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03/06/13
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UPS

UPS

$120.71

1.61 (1.35%)

21:22
09/20/19
09/20
21:22
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21:22
Conference/Events
UPS management to meet with UBS »

Meetings to be held in…

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  • 23

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DIS

Disney

$132.18

-1.14 (-0.86%)

, T

AT&T

$37.92

0.78 (2.10%)

18:17
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09/20
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Periodicals
Disney reaches TV carriage agreement with AT&T, Bloomberg says »

The deal includes ESPN on…

DIS

Disney

$132.18

-1.14 (-0.86%)

T

AT&T

$37.92

0.78 (2.10%)

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  • 23

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BA

Boeing

$379.33

-5.28 (-1.37%)

18:15
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18:15
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Icelandair reaches deal for Boeing to cover costs associated with 737, WSJ says »

Icelandair Group said it…

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  • 02

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MCF

Contango Oil & Gas

$1.71

-0.07 (-3.93%)

17:58
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09/20
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Hot Stocks
Karlin Asset Management reports 11.4% passive stake in Contango Oil & Gas »

Karlin Asset Management…

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GLD

SPDR Gold Shares

$142.97

1.68 (1.19%)

17:41
09/20/19
09/20
17:41
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17:41
Hot Stocks
SPDR Gold Shares holdings rise to 894.15MT from 883.60MT »

This is the highest level…

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VXRT

Vaxart

$0.58

-0.0307 (-5.03%)

17:37
09/20/19
09/20
17:37
09/20/19
17:37
Syndicate
Vaxart files to sell 15.6M shares of common stock »

H.C. Wainwright acted as…

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Citigroup
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AAPL

Apple

$217.69

-3.22 (-1.46%)

17:34
09/20/19
09/20
17:34
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17:34
Periodicals
Apple given tariff exclusion on certain Mac Pro parts, Bloomberg says »

Apple has received U.S.…

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IIVI

II-VI

$39.05

-0.5 (-1.26%)

, CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

17:31
09/20/19
09/20
17:31
09/20/19
17:31
Hot Stocks
II-VI to enter S&P 400; Callon Petroleum, PriceSmart to enter S&P SmallCap600 »

S&P SmallCap 600…

IIVI

II-VI

$39.05

-0.5 (-1.26%)

CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

FNSR

Finisar

$24.31

1.25 (5.42%)

03/08/13
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03/06/13
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NVR

NVR

$3,632.55

-30.45 (-0.83%)

, JEF

Jefferies Financial Group

$19.47

-0.19 (-0.97%)

17:26
09/20/19
09/20
17:26
09/20/19
17:26
Hot Stocks
NVR to replace Jefferies Financial Group in the S&P 500 at open on September 26 »

NVR (NVR) will replace…

NVR

NVR

$3,632.55

-30.45 (-0.83%)

JEF

Jefferies Financial Group

$19.47

-0.19 (-0.97%)

SPB

Spectrum Brands

$49.66

-1.395 (-2.73%)

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  • 16

    Oct

NOC

Northrop Grumman

$368.25

-7.45 (-1.98%)

17:24
09/20/19
09/20
17:24
09/20/19
17:24
Hot Stocks
Northrop Grumman subsidiary awarded $1.12B Missile Defense Agency contract »

Orbital Sciences, or OSC,…

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PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

, FNSR

Finisar

$24.31

1.25 (5.42%)

17:23
09/20/19
09/20
17:23
09/20/19
17:23
Hot Stocks
Breaking Hot Stocks news story on PriceSmart, Finisar »

PriceSmart to replace…

PSMT

PriceSmart

$60.29

-0.39 (-0.64%)

FNSR

Finisar

$24.31

1.25 (5.42%)

03/08/13
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  • 30

    Oct

IIVI

II-VI

$39.05

-0.5 (-1.26%)

, CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

17:22
09/20/19
09/20
17:22
09/20/19
17:22
Hot Stocks
Breaking Hot Stocks news story on II-VI, Callon Petroleum »

II-VI to replace Callon…

IIVI

II-VI

$39.05

-0.5 (-1.26%)

CPE

Callon Petroleum

$4.53

-0.015 (-0.33%)

03/08/13
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03/06/13
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03/06/13
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  • 23

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  • 02

    Oct

NVR

NVR

$3,632.55

-30.45 (-0.83%)

17:20
09/20/19
09/20
17:20
09/20/19
17:20
Hot Stocks
Breaking Hot Stocks news story on NVR »

NVR to replace Jefferies…

03/08/13
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03/06/13
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NHYDY

Norsk Hydro

$0.00

(0.00%)

17:12
09/20/19
09/20
17:12
09/20/19
17:12
Hot Stocks
Norsk Hydro discloses federal court in Brazil lifts embargo on Alunortes »

The Federal Court in…

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RESN

Resonant

$3.05

0.02 (0.66%)

17:03
09/20/19
09/20
17:03
09/20/19
17:03
Conference/Events
Resonant participates in a conference call with Loop Capital »

Semiconductor Analysts…

03/08/13
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NINE

Nine Energy Services

$6.73

-0.33 (-4.67%)

17:02
09/20/19
09/20
17:02
09/20/19
17:02
Syndicate
Breaking Syndicate news story on Nine Energy Services »

Nine Energy Services…

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ATOM

Atomera

$3.70

0.17 (4.82%)

17:00
09/20/19
09/20
17:00
09/20/19
17:00
Conference/Events
Atomera participates in a conference call with Loop Capital »

Semiconductor Analysts…

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MPWR

Monolithic Power

$154.21

-2 (-1.28%)

16:50
09/20/19
09/20
16:50
09/20/19
16:50
Conference/Events
Monolithic Power participates in a conference call with Loop Capital »

Semiconductor Analysts…

03/08/13
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