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ACGL

Arch Capital

$41.35

0.05 (0.12%)

, AGNC

AGNC Investment

$15.38

0.31 (2.06%)

04:55
09/10/19
09/10
04:55
09/10/19
04:55

Barclays to hold a conference

Global Financial Services Conference will be held in New York on September 9-10.

ACGL

Arch Capital

$41.35

0.05 (0.12%)

AGNC

AGNC Investment

$15.38

0.31 (2.06%)

ALLY

Ally Financial

$34.07

1.5 (4.61%)

AMAL

Amalgamated Bank

$16.05

0.05 (0.31%)

AMP

Ameriprise

$137.83

3.15 (2.34%)

ASB

Associated Banc-Corp

$19.70

0.475 (2.47%)

WFC

Wells Fargo

$48.45

1.3 (2.76%)

TRV

Travelers

$149.22

-1.97 (-1.30%)

SLF

Sun Life Financial

$43.06

0.44 (1.03%)

RBS

RBS

$4.80

0.145 (3.12%)

PLD

Prologis

$84.64

-0.16 (-0.19%)

NRZ

New Residential

$14.84

0.33 (2.27%)

MTB

M&T Bank

$154.63

8.24 (5.63%)

MFC

Manulife Financial

$17.58

0.36 (2.09%)

MCO

Moody's

$217.33

-3.21 (-1.46%)

LNC

Lincoln National

$57.51

2.3 (4.17%)

KIM

Kimco Realty

$19.71

0.365 (1.89%)

KEY

KeyCorp

$17.67

0.86 (5.12%)

C

Citi

$69.05

3.05 (4.62%)

CBRE

CBRE Group

$55.37

1.5 (2.78%)

DLR

Digital Realty

$128.09

-0.52 (-0.40%)

EFX

Equifax

$144.41

-2.32 (-1.58%)

GS

Goldman Sachs

$212.04

4.78 (2.31%)

HIG

Hartford Financial

$60.30

(0.00%)

FICO

Fair Isaac

$350.00

-19.74 (-5.34%)

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ACGL Arch Capital
$41.35

0.05 (0.12%)

07/19/19
BUCK
07/19/19
NO CHANGE
BUCK
Buckingham upgrades Axis Capital, downgrades Arch, Travelers ahead of earnings
As previously reported, Buckingham analyst Amit Kumar upgraded Axis Capital (AXS) to Buy from Neutral and downgraded Arch Capital (ACGL) and Travelers (TRV), both to Neutral from Buy, ahead of Q2 earnings for the insurance/reinsurance space. He believes that Axis' relative discount is no longer justified given positive pricing commentary in reinsurance and E&S markets and his analysis of reserves and he thinks the stock is best positioned to catch up to its peer group, Kumar said in his sector preview note. He raised his price target on Axis shares to $70 from $60. Arch currently trades above its 5 year average multiple to next twelve months consensus book value and he feels the stock is fully priced, said Kumar, who keeps a $38 price target on the stock. In terms of Travelers, Kumar also cites valuation and recommends that investors rotate into Hartford Financial (HIG) given its valuation discount and the fact that it should also benefit from rate increases.
06/27/19
06/27/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Owens Corning (OC) upgraded to Buy from Neutral at BofA/Merrill and to Neutral from Sell at Seaport Global. 2. Grifols (GRFS) upgraded to Overweight from Neutral at JPMorgan with analyst James Gordon saying sales growth and margin expansion will drive a re-rating in the shares. 3. Arch Capital (ACGL) upgraded to Buy from Hold at Deutsche Bank with analyst Joshua Shanker saying his increased 2020 EPS estimate of $3.00 represents the high on the Street. 4. KB Home (KBH) upgraded to Buy from Neutral at Buckingham and to Overweight from Sector Weight at KeyBanc. 5. TripAdvisor (TRIP) upgraded to Buy from Neutral at DA Davidson with analyst Tom White saying TripAdvisor's business has been getting steadily healthier over the last several quarters as new products improve revenue quality by diversifying its customer base, adding that these trends, along with stability in TripAdvisor's core hotel CPC auction and valuation multiples 20%+ below historical averages reduces its risk profile and creates a compelling entry point. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/19/19
BUCK
07/19/19
DOWNGRADE
Target $38
BUCK
Neutral
Arch Capital downgraded to Neutral from Buy at Buckingham
Buckingham analyst Amit Kumar downgraded Arch Capital to Neutral from Buy with a price target of $38.
08/29/19
UBSW
08/29/19
NO CHANGE
Target $45
UBSW
Buy
Arch Capital price target raised to $45 from $39 at UBS
UBS analyst Brian Meredith raised his price target on Arch Capital to $45 and kept his Buy rating, saying the company's renewal change rate of 3.5% reported in Q2 stands to improve given its exposure to lines with accelerating price increases. The analyst also believes that Arch Capital has the "platform and distribution" to benefit from improved fundamentals, while its Reinsurance business is boosted by better pricing and conditions.
AGNC AGNC Investment
$15.38

0.31 (2.06%)

06/21/19
UBSW
06/21/19
INITIATION
Target $9.5
UBSW
Buy
Annaly Capital initiated with a Buy at UBS
UBS analyst Brock Vandervliet initiated Annaly Capital (NLY) with a Buy rating and a price target of $9.50 as part of his broader research note starting coverage on U.S. Mortgage Finance companies. The analyst is positive on the 10%-12% dividend yields in the sector, adding that Annaly Capital is among the select opportunities to generate earnings growth. Vandervliet cites the impact of three expected Fed rate cuts by the middle of next year lowering funding costs while also creating book value stability from low interest rate volatility. As part of his research note, Vandervliet also initiated AGNC Investment (AGNC) with a Neutral rating and a price target of $16.50.
01/13/19
KBWI
01/13/19
UPGRADE
Target $18.5
KBWI
Outperform
AGNC Investment upgraded to Outperform from Market Perform at Keefe Bruyette
Keefe Bruyette analyst Bose George upgraded AGNC Investment to Outperform ahead of the company's Q4 results. The analyst raised his price target for the shares to $18.50 from $18.
06/21/19
UBSW
06/21/19
INITIATION
Target $16.5
UBSW
Neutral
AGNC Investment initiated with a Neutral at UBS
UBS analyst Brock Vandervliet initiated AGNC Investment with a Neutral rating and a price target of $16.50.
03/26/19
NOMU
03/26/19
INITIATION
Target $18
NOMU
Neutral
AGNC Investment initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst Matthew Howlett started AGNC Investment with a Neutral rating and $18 price target. The analyst says his outlook for book value growth and multiple expansion in 2019 is tempered by the "weak" technical backdrop for agency mortgage-backed securities and the company's "current limited" excess capital position. He also initiated coverage of the U.S. Mortgage REITs industry with a positive outlook. The environment for levered mortgage-based operating models is the best it's been since the Taper Tantrum, Howlett tells investors in a research note. He thinks the space is poised to attract interest from "yield-starved investors amid a low, range-bound interest rate environment and expected yield curve steepening."
ALLY Ally Financial
$34.07

1.5 (4.61%)

09/09/19
SPHN
09/09/19
UPGRADE
Target $44
SPHN
Overweight
Ally Financial upgraded to Overweight from Equal Weight at Stephens
Stephens anlayst Vincent Caintic upgraded Ally Financial to Overweight from Equal Weight and raised his price target for the shares to $44 from $37. The company should be able to maintain or increase auto yield as it increases its application funnel, with dealers such as Carvana, CarMax, Fair, Caintic tells investors in a research note. The analyst, who is comfortable having "Street-high" earnings that are significantly above consensus estimates, is more positive of Ally's pricing power in both auto asset yield and deposit costs following his analysis.
04/22/19
BMOC
04/22/19
NO CHANGE
Target $39
BMOC
Market Perform
Ally Financial price target raised to $39 from $34 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on Ally Financial to $39 after its Q1 earnings beat. The analyst is keeping his Market Perform rating however, saying he is concerned about the company's capital, with 9.3% B3CET1 ratio as the "lowest among its cohort". The analyst add that he prefers other opportunities among his coverage of large-cap banks, specialty lenders, and financial technology stocks.
07/19/19
BTIG
07/19/19
NO CHANGE
Target $39
BTIG
Buy
Ally Financial price target raised to $39 from $35 at BTIG
BTIG analyst Giuliano Bologna raised his price target on Ally Financial to $39 and kept his Buy rating after its Q2 earnings beat and announced $1.25B stock buyback program. The analyst notes that the company's new retail auto origination yields have increased to 7.6%, and the mix shift toward used vs. new car loan originations is expected to generate better risk adjusted returns over the next few quarters.
07/03/19
SBSH
07/03/19
NO CHANGE
Target $37
SBSH
Buy
Ally Financial price target raised to $37 from $35 at Citi
Citi analyst Arren Cyganovich raised his price target for Ally Financial to $37 from $35 and reiterates a Buy rating on the shares after traveling with the company's CFO Jennifer LaClair. The analyst came away with renewed confidence in Ally's positioning and stock trajectory. He sees possible net interest margin expansion if Fed lowers target interest rates, a path toward more "bank-like" returns on tangible equity, and earnings growth. Cyganovich believes Ally Financial is one of the most attractive stocks in his group.
AMAL Amalgamated Bank
$16.05

0.05 (0.31%)

AMP Ameriprise
$137.83

3.15 (2.34%)

07/12/19
SBSH
07/12/19
NO CHANGE
SBSH
Citi opens 'Negative Catalyst Watches' on MetLife and Prudential
Citi analyst Suneet Kamath opened "Negative Catalyst Watches" on both MetLife (MET) and Prudential (PRU). He believes 2020 consensus estimates look too high for Sell-rated MetLife. On Buy-rated Prudential, the analyst believes the company's Q2 assumption review could drive a charge in Individual Life and lower the segment's run-rate earnings power. Kamath favors "equity sensitive names" and stocks at "below average" valuation multiples into the Q2 earnings season, namely Ameriprise (AMP), Lincoln National (LNC) and Voya Financial (VOYA).
05/13/19
FBCO
05/13/19
UPGRADE
FBCO
Outperform
Ameriprise upgraded to Outperform from Neutral at Credit Suisse
05/13/19
05/13/19
UPGRADE
Target $202

Outperform
Ameriprise upgraded to Outperform at Credit Suisse
As previously reported, Credit Suisse analyst Andrew Kligerman upgraded Ameriprise to Outperform from Neutral on "compelling" growth. The analyst also raised his price target for $202 from $145 on the shares.
07/05/19
ARGS
07/05/19
INITIATION
Target $177
ARGS
Buy
Ameriprise initiated with a Buy at Argus
Argus analyst Kevin Heal started Ameriprise Financial with a Buy rating and a price target of $177, saying the company generated "steady" revenues over the recent quarters thanks to the "strong wrap flows" and rising short-term interest rates. While the flattening yield curve and a shift in the Fed interest rate policy pose more recent challenges, the analyst contends that Ameriprise Financial will be able to derive growth from equity market volatility, an increase in fee-based accounts, and future revenues from Ameriprise Bank. Heal adds that the valuation on Ameriprise Financial shares is attractive at 9-times his expected FY19 earnings multiple, which is below the company's historical average of 11-times and the peer average of 13-times.
ASB Associated Banc-Corp
$19.70

0.475 (2.47%)

01/25/19
RBCM
01/25/19
NO CHANGE
Target $24
RBCM
Sector Perform
Associated Banc-Corp price target lowered to $24 from $27 at RBC Capital
RBC Capital analyst Jon Arfstrom lowered his price target on Associated Banc-Corp to $24 and kept his Sector Perform rating, to reflect a change in the company's peers' group multiples. Arfstrom states however that its latest Q4 earnings beat marked another quarter of margin expansion, higher net interest income, strong credit, and solid expense control. The analyst also notes that the company's outlook for FY19 calls for continued disciplined expenses, solid credit, and further cost/income driven growth.
01/10/19
01/10/19
DOWNGRADE

Underperform
Associated Banc downgraded to Underperform on lack of catalysts at BofA/Merrill
As previously reported, BofA/Merrill downgraded Associated Banc-Corp to Underperform from Neutral with a $21 price target. Analyst Ebrahim Poonawala said Associated lacks near-term catalysts, absent a sizable acquisition.
01/08/19
JEFF
01/08/19
UPGRADE
Target $23
JEFF
Buy
Associated Banc-Corp upgraded to Buy from Hold at Jefferies
Jefferies analyst Casey Haire upgraded Associated Banc-Corp to Buy from Hold citing what he views as sound fundamentals, "reasonable" street expectations and an attractive valuation. Associated Banc-Corp " largely avoids some of the hot button issues that have weighed on the sector," such as concentrated leveraged loan exposure, elevated mortgage banking, large acquisitions and a reliance on interest rates, Haire tells investors. He trimmed his price target on Associated shares to $23 from $27.
01/10/19
BOFA
01/10/19
DOWNGRADE
BOFA
Underperform
Associated Banc-Corp downgraded to Underperform from Neutral at BofA/Merrill
WFC Wells Fargo
$48.45

1.3 (2.76%)

07/17/19
BMOC
07/17/19
NO CHANGE
Target $59
BMOC
Market Perform
Wells Fargo price target lowered to $59 from $63 at BMO Capital
BMO Capital analyst James Fotheringham lowered his price target on Wells Fargo to $59 and kept his Market Perform rating after its operating expense-driven miss in Q2. The analyst also lowers his FY19 and FY20 EPS views by 9c and 37c to $4.40 and $5.20 respectively given the bank's lower net interest income and higher costs. Fotheringham contands that although Wells Fargo shares trade "well below" their average historical multiples, value investors should stay away until there is an update on guidance from a permanent CEO and the Fed gives more clarity on the timing of potential lifting of the bank's asset cap.
07/17/19
07/17/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Micro Focus (MFGP) downgraded to Sell from Neutral at Goldman Sachs. 2. Wells Fargo (WFC) downgraded to Neutral from Outperform at Macquarie. 3. Alliance Resource Partners (ARLP) downgraded to Neutral from Buy at B. Riley FBR with analyst Lucas Pipes citing the company's "disappointing" sales volumes in Q2 for the downgrade. 4. 58.com (WUBA) downgraded to Neutral from Outperform at Credit Suisse. 5. Ralph Lauren (RL), Levi Strauss (LEVI), and PVH Corp. (PVH) 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.
08/01/19
ODEN
08/01/19
UPGRADE
ODEN
Buy
Wells Fargo upgraded to Buy from Hold at Odeon Capital
Odeon Capital analyst Richard Bove upgraded Wells Fargo to Buy from Hold.
07/17/19
MACQ
07/17/19
DOWNGRADE
MACQ
Neutral
Wells Fargo downgraded to Neutral from Outperform at Macquarie
TRV Travelers
$149.22

-1.97 (-1.30%)

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.
07/24/19
RBCM
07/24/19
NO CHANGE
Target $160
RBCM
Sector Perform
Travelers price target raised to $160 from $145 at RBC Capital
RBC Capital analyst Mark Dwelle raised his price target on Travelers to $160 but kept his Sector Perform rating after its "mixed" Q2 results, saying that while the company's pricing accelerated, its core margins came in weaker. The analyst notes that the quarter was weighed down by higher commercial auto severity and non-catastrophe weather-related claims, even though neither is seen as a "significant drag" for Travelers' future quarters.
07/19/19
BUCK
07/19/19
DOWNGRADE
Target $158
BUCK
Neutral
Travelers downgraded to Neutral from Buy at Buckingham
Buckingham analyst Amit Kumar downgraded Travelers to Neutral from Buy with a price target of $158.
SLF Sun Life Financial
$43.06

0.44 (1.03%)

03/14/19
CIBC
03/14/19
DOWNGRADE
CIBC
Underperformer
Sun Life Financial downgraded to Underperformer from Neutral at CIBC
CIBC analyst Paul Holden downgraded Sun Life Financial to Underperform from Neutral and raised its price target to C$54 from C$53.
03/14/19
03/14/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Lexicon (LXRX) downgraded to Sell from Hold at Gabelli with analyst Kevin Kedra citing his expectation that the FDA will reject sotagliflozin in type 1 diabetes by its March 22 PDUFA date following a split AdCom vote in January. 2. Sun Life Financial (SLF) downgraded to Underperformer from Neutral at CIBC. 3. Yum China (YUMC) downgraded to Outperform from Buy at Daiwa with analyst Adrian Chan citing valuation but says long-term growth remains intact. 4. Line Corp. (LN) downgraded to Underperform from Neutral at Credit Suisse. 5. Nabors Industries (NBR) downgraded to Neutral from Buy at Citi with analyst Scott Gruber saying Nabors' free cash flow outlook is weighted towards the second half of 2019, with Q1 likely to be a cash burn of $40M-plus. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/12/19
LEHM
06/12/19
DOWNGRADE
LEHM
Equal Weight
Sun Life Financial downgraded to Equal Weight from Overweight at Barclays
Barclays analyst John Aiken downgraded Sun Life Financial to Equal Weight from Overweight and lowered his price target for the shares to C$57 from C$58. The analyst made a host of rating changes with Canadian Financial Services. He views the financials with exposure outside of Canada more favorably.
07/01/19
ARGS
07/01/19
NO CHANGE
Target $48
ARGS
Buy
Sun Life Financial price target raised to $48 from $45 at Argus
Argus analyst Jacob Kilstein raised his price target for Sun Life Financial to $48 from $45 and maintained a Buy rating, telling investors in a research note that he believes the stock remains attractively valued at current prices near $38, based on the "consistently" strong earnings and ROE that has been above management's guidance and the peer average.
RBS RBS
$4.80

0.145 (3.12%)

08/15/19
08/15/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Evergy (EVRG) downgraded to Market Perform from Outperform at Wells Fargo with analyst Sarah Akers citing valuation. 2. Host Hotels (HST) and Pebblebrook Hotel (PEB) downgraded to Neutral from Buy at BTIG. 3. Toronto-Dominion (TD) downgraded to Neutral from Buy at BofA/Merrill with analyst Ebrahim Poonawala citing the recent outperformance of Canadian banks relative to their global banking peers, the analyst is turning more cautious on the group. 4. Urban Outfitters (URBN) downgraded to Neutral from Buy at B. Riley FBR with analyst Susan Anderson saying on its Q1 earnings call, management said they expected sales will start to improve with new back-to-school product in July and into August. 5. Abeona Therapeutics (ABEO) downgraded to Hold from Buy at Maxim with analyst Jason McCarthy saying at the current burn rate and the Viital phase 3 study not expected to initiate until Q4, Abeona is likely going to need to raise capital. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/14/19
MACQ
08/14/19
DOWNGRADE
MACQ
Neutral
RBS downgraded to Neutral from Outperform at Macquarie
Macquarie analyst Robert Sage downgraded RBS to Neutral from Outperform citing valuation.
09/06/19
DBAB
09/06/19
DOWNGRADE
DBAB
Hold
RBS downgraded to Hold from Buy at Deutsche Bank
Deutsche Bank analyst Amandeep Singh downgraded RBS to Hold from Buy with a price target of 2.15 pounds.
08/15/19
HSBC
08/15/19
DOWNGRADE
HSBC
Hold
RBS downgraded to Hold from Buy at HSBC
HSBC analyst Robin Down downgraded RBS to Hold from Buy with a price target of 2.10 pounds, down from 2.60 pounds.
PLD Prologis
$84.64

-0.16 (-0.19%)

05/20/19
EVER
05/20/19
UPGRADE
Target $100
EVER
In Line
Life Storage upgraded to In Line from Underperform at Evercore ISI
Evercore ISI analyst Steve Sakwa this morning upgraded Life Storage (LSI) to In Line from Underperform with an unchanged price target of $100. The stock year-to-date has underperformed peers even though the company, on an operational basis, performed relatively in line during Q1, Sakwa tells investors in a research note. The analyst, who believes it is too early to know how the peak leasing season will turn out, cites valuation for his upgrade of Life Storage to In Line. Sakwa this morning also downgraded Prologis (PLD) to In Line from Outperform.
05/20/19
05/20/19
DOWNGRADE
Target $78

In Line
Prologis downgraded to In Line on valuation at Evercore ISI
As previously reported, Evercore ISI analyst Steve Sakwa downgraded Prologis to In Line from Outperform given its sharp gains year to date and outperformance versus the REIT index. While the analyst is still positive on industrial fundamentals and believes the operational setup is strong over the next 12-24 months, he thinks much of this good news is priced into the stock and the risk/reward seems more balanced. Sakwa also raised his price target on the shares to $78 from $75.
05/20/19
EVER
05/20/19
DOWNGRADE
EVER
In Line
Prologis downgraded to In Line from Outperform at Evercore ISI
07/18/19
DBAB
07/18/19
NO CHANGE
Target $82
DBAB
Buy
Prologis price target raised to $82 from $74 at Deutsche Bank
Deutsche Bank analyst Derek Johnston raised his price target for Prologis to $82 from $74 saying good cash rent growth drove another beat and raise quarter. The analyst keeps a Buy rating on the shares.
NRZ New Residential
$14.84

0.33 (2.27%)

12/13/18
FBCO
12/13/18
NO CHANGE
FBCO
Outperform
New Residential selloff makes valuation attractive, says Credit Suisse
Credit Suisse analyst Douglas Harter said the recent selloff in shares of New Residential has made the stock's valuation attractive on a relative basis. He reiterates an Outperform rating on New Residential.
09/06/19
BTIG
09/06/19
INITIATION
Target $18
BTIG
Buy
New Residential initiated with a Buy at BTIG
BTIG analyst Giuliano Bologna initiated New Residential with a Buy rating and a price target of $18, saying the recent weakness in its stock price is "overly punitive". The analyst sees an attractive opportunity for entry on the stock, noting that the market is pricing in "too large of a discount" from the impact of a lower interest rate environment on the company's mortgage servicing rights and not giving the company credit for its offsets after New Residential shifted its asset mix towards RMBS securities and residential mortgage loans that stand to benefit from lower rates.
03/26/19
NOMU
03/26/19
INITIATION
Target $18.5
NOMU
Buy
New Residential initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Matthew Howlett started New Residential Investment with a Buy rating and $18.50 price target. The analyst sees an opportunity to purchase the stock ahead of "continued alpha generation" and to capture one of the highest yields among the mortgage real estate investment trust peer group. He initiated coverage of the U.S. Mortgage REITs industry with a positive outlook. The environment for levered mortgage-based operating models is the best it's been since the Taper Tantrum, Howlett tells investors in a research note. He thinks the space is poised to attract interest from "yield-starved investors amid a low, range-bound interest rate environment and expected yield curve steepening."
MTB M&T Bank
$154.63

8.24 (5.63%)

07/22/19
PIPR
07/22/19
DOWNGRADE
Target $168
PIPR
Neutral
M&T Bank downgraded to Neutral from Overweight at Piper Jaffray
Piper Jaffray analyst Kevin Barker downgraded M&T Bank to Neutral from Overweight and lowered his price target for the shares to $168 from $196. The analyst was concerned about the sustainability of the company's net interest margin if this rate environment were to persist through the next 6-12 months, but thought M&T could be a little more resilient in the near-term given its use of swaps. However, the rate decline was "more severe" and the swaps were less effective than originally expected, Barker tells investors in a research note. He believes the near-term rate outlook will likely make the company's earnings growth more difficult.
07/12/19
SBSH
07/12/19
NO CHANGE
SBSH
Morgan Stanley upgrade, Wells downgrade among Citi's bank changes
Citi analyst Keith Horowitz made seven rating changes in the U.S. Banks space after updating his estimates and target prices for a new base case rate forecast that more closely reflects the forward curve. This includes two interest rate cuts in 2019 and 2020. The analyst's terminal yield curve assumptions to Fed Funds is 1.75%. The lower rate assumptions led him to lower his normal return on tangible equity estimates ~100 basis points on average. Following these changes, Horowitz upgraded Morgan Stanley (MS) to Buy from Neutral), downgraded Comerica (CMA), Northern Trust (NTRS), and M&T Bank (MTB) to Sell from Neutral, and downgraded Wells Fargo (WFC), Citizens Financial (CFG), and Fifth Third (FITB) to Neutral from Buy.
07/12/19
SBSH
07/12/19
DOWNGRADE
SBSH
Sell
M&T Bank downgraded to Sell from Neutral at Citi
Citi analyst Keith Horowitz downgraded M&T Bank to Sell from Neutral.
06/28/19
WEDB
06/28/19
NO CHANGE
WEDB
M&T Bank total capital return plan below forecast, says Wedbush
Even though banks between $100B-$250B in assets are not subject to the Fed's formal stress test again until 2020, all of the banks in that asset range that Wedbush analyst David Chiaverini covers released capital plans for the next four quarters, he noted. All of the regional banks he covers plans for less in total capital returns via share buyback and dividends under their new capital plans than in their 2018 capital plans, except for an increase at Citizens Financial (CFG) and and no change at U.S. Bancorp (USB), the analyst pointed out. M&T Bank's (MTB) total capital plan of $1.9B was below last cycle and "well below" his forecast of $2.62B, Chiaverini added.
MFC Manulife Financial
$17.58

0.36 (2.09%)

MCO Moody's
$217.33

-3.21 (-1.46%)

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.
04/05/19
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."
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.
04/25/19
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.
LNC Lincoln National
$57.51

2.3 (4.17%)

06/03/19
SBSH
06/03/19
NO CHANGE
SBSH
Citi recommends focusing on pair trades in Life Insurance
Citi analyst Suneet Kamath believes investors should consider pair trades within the U.S. Life & Health Insurance space. The analyst favors Voya Financial (VOYA) over Principal Financial Group (PFG), Lincoln National (LNC) over Brighthouse Financial (BHF), and Reinsurance Group (RGA) over Aflac (AFL).
06/25/19
06/25/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. GrubHub (GRUB) upgraded to Buy from Neutral at Citi with analyst Mark May citing five primary factors he sees to be more bullish on the stock. 2. Gates Industrial (GTES) upgraded to Buy from Neutral at Goldman Sachs with analyst Jerry Revich saying the stock is down 46% from its highs of September of 2018, which he attributes to multiple compression amid negative estimate revisions due to destocking in the after-market channel and a slowdown in original equipment demand. 3. GasLog (GLOG) upgraded to Buy from Hold at Stifel with analyst Benjamin Nolan citing both valuation and his expectation for strong LNG charter rates in the second half of the year. 4. SiteOne Landscape (SITE) upgraded to Outperform from Neutral at Baird with analyst David Manthey saying weather may impact Q2 but he believes the short interest has already been priced in. 5. Lincoln National (LNC) upgraded to Buy from Neutral at Goldman Sachs with analyst Alex Scott citing the upside to earnings he sees in the group benefits segment following the company's acquisition and integration of the Liberty business, the higher economic value of the variable annuity business, the company's "strong" distribution platform and the earnings tailwind he expects from the company's digital investments. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/25/19
GSCO
06/25/19
UPGRADE
Target $77
GSCO
Buy
Lincoln National upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Alex Scott upgraded Lincoln National to Buy from Neutral with a $77 price target, citing the upside to earnings he sees in the group benefits segment following the company's acquisition and integration of the Liberty business, the higher economic value of the variable annuity business, the company's "strong" distribution platform and the earnings tailwind he expects from the company's digital investments. Despite the headwind from lower interest rates, Scott thinks Lincoln National shares will rise if management hits their targets, he tells investors.
KIM Kimco Realty
$19.71

0.365 (1.89%)

08/22/19
RBCM
08/22/19
DOWNGRADE
Target $19
RBCM
Sector Perform
Kimco Realty downgraded to Sector Perform from Outperform at RBC Capital
RBC Capital analyst Wes Golladay downgraded Kimco Realty to Sector Perform citing balanced risk/reward and maintained a $19 price target.
09/04/19
COMP
09/04/19
DOWNGRADE
Target $17.75
COMP
Sell
Kimco Realty downgraded to Sell from Neutral at Compass Point
Compass Point analyst Floris van Dijkum downgraded Kimco Realty to Sell from Neutral with a price target of $17.75, down from $19.
09/04/19
COMP
09/04/19
DOWNGRADE
Target $17.75
COMP
Sell
Compass Point downgrades Kimco Realty to Sell, cuts price target to $17.75
Compass Point analyst Floris van Dijkum downgraded Kimco Realty to Sell from Neutral with a price target of $17.75, down from $19. The analyst says his relative valuation framework shows that Kimco is trading 3% tighter to net asset value than its historical relative valuation would warrant. Further, the company's dividend payout ratio has deteriorated as the 2019 dividend is uncovered while the 2020 payout is 97%, van Dijkum tells investors in a research note.
09/04/19
09/04/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. eBay (EBAY) downgraded to Neutral from Buy at UBS with analyst Eric Sheridan saying the stock is up 44% year-to-date and within 4% of the price target. 2. G-III Apparel (GIII) downgraded to Neutral from Buy at BofA/Merrill with analyst Heather Balsky saying because of tariffs, the company will no longer be able to grow earnings in 2020. 3. WEC Energy (WEC) downgraded to Neutral from Buy at Guggenheim with analyst Shahriar Pourreza saying she now believes the valuation has "finally become harder to justify" with the stock up 41% year-to-date. 4. Kimco Realty (KIM) downgraded to Sell from Neutral at Compass Point with analyst Floris van Dijkum saying his relative valuation framework shows that Kimco is trading 3% tighter to net asset value than its historical relative valuation would warrant. 5. Internap (INAP) downgraded to Outperform from Strong Buy at Raymond James with analyst Frank Louthan saying monetization of assets and/or a sale of the company is further out than previously expected. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
KEY KeyCorp
$17.67

0.86 (5.12%)

04/04/19
JPMS
04/04/19
DOWNGRADE
Target $17
JPMS
Neutral
KeyCorp downgraded to Neutral from Overweight at JPMorgan
JPMorgan analyst Steven Alexopoulos downgraded KeyCorp to Neutral from Overweight and lowered his price target for the shares to $17 from $18.
05/06/19
JEFF
05/06/19
NO CHANGE
Target $20
JEFF
Buy
KeyCorp price target raised to $20 from $18.50 at Jefferies
Jefferies analyst Ken Usdin raised his price target for KeyCorp to $20 from $18.50 after traveling with CEO Beth Mooney and CFO Don Kimble. The analyst finds the stock's valuation attractive at nine times 2020 earnings estimates. He looks for a "stronger" Q2 and better estimate stability, especially given the company's $1B share buyback plan. Usdin keeps a Buy rating on KeyCorp.
06/21/19
BARD
06/21/19
UPGRADE
Target $19
BARD
Outperform
KeyCorp upgraded to Outperform from Neutral at Baird
Baird analyst David George upgraded KeyCorp to Outperform from Neutral and raised his price target for the shares to $19 from $18.
04/04/19
JPMS
04/04/19
NO CHANGE
JPMS
JPMorgan downgrades Comerica, Zions and KeyCorp, upgrades Signature Bank
In an attempt to reduce interest rate "sensitivity," JPMorgan analyst Steven Alexopoulos downgraded Comerica (CMA), Zions Bancorp (ZION) and KeyCorp (KEY) to Neutral from Overweight and upgraded Signature Bank (SBNY) to Overweight from Neutral. The analyst says his bearish call on the bank sector "remains fully intact" even though the stock are "technically now much cheaper" since his October 2018 call. The tailwinds that helped bottom line growth for banks over the past several years will "fully start transitioning into headwinds" during 2019, Alexopoulos tells investors in a research note. He suggests repositioning portfolios away from asset sensitive banks while simultaneously increasing exposure to liability sensitive banks.
C Citi
$69.05

3.05 (4.62%)

07/26/19
07/26/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Goldman Sachs (GS) and Citi (C) upgraded to Outperform from Market Perform at Keefe Bruyette. 2. Ambev (ABEV) upgraded to Neutral from Underweight at JPMorgan with analyst Lucas Ferreira saying the post-earnings share rally shows that investors are chasing good growth stories to play Brazil's economic recovery. 3. West Pharmaceutical (WST) upgraded to Neutral from Underperform at BofA/Merrill with analyst Derik de Bruin saying that over the course of the first half, the company addressed his prior concerns around organic revenue growth and product mix trends while also boosting its operating margins and generating higher free cash flows. 4. Union Pacific (UNP) upgraded to Overweight from Neutral at Atlantic Equities, while CSX (CSX) was upgraded to Neutral from Underweight. 5. Hasbro (HAS) upgraded to Buy from Hold at Argus with analyst John Staszak citing the company's dominant position with a range of "strong" brands as well as in the big-screen business. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/26/19
KBWI
07/26/19
UPGRADE
Target $260
KBWI
Outperform
Goldman Sachs upgraded to Outperform from Market Perform at Keefe Bruyette
Keefe Bruyette analyst Brian Kleinhanzl upgraded Goldman Sachs (GS) to Outperform from Market Perform and raised his price target for the shares to $260 from $225. The analyst, who also upgraded Citi (C) and Bank of America (BAC) today to Outperform, raised the Universal Bank group to Overweight from Market Weight as he believes the economic cycle will be extended following rate cuts from the Federal Reserve. Further, the current valuations for the group are attractive "as we are not as late cycle as feared," Kleinhanzl tells investors in a research note. He also expects rotation back to financial stocks after investors have reduced allocations to the group. Investors should position for better macro conditions with a focus on owning money center banks and select brokers, says Kleinhanzl.
07/26/19
KBWI
07/26/19
UPGRADE
Target $86
KBWI
Outperform
Citi upgraded to Outperform from Market Perform at Keefe Bruyette
Keefe Bruyette analyst Brian Kleinhanzl upgraded Citi to Outperform from Market Perform and raised his price target for the shares to $86 from $74. The analyst raised the Universal Bank group to Overweight from Market Weight as he believes that the economic cycle will be extended following Federal Reserve rate cuts. Further, the current valuations for the group are attractive "as we are not as late cycle as feared," Kleinhanzl tells investors in a research note. He also expects rotation back to financial stocks after investors have reduced allocations to the group. Investors should position for better macro conditions with a focus on owning money center banks and select brokers, says Kleinhanzl.
09/06/19
BOFA
09/06/19
NO CHANGE
BOFA
BofA/Merrill sees Citi, Citizens BB&T risk/reward as 'compelling'
BofA Merrill Lynch analyst Erika Najarian said she does not believe bank stocks are pricing in a recession, though they are "bearing the brunt of cycle concerns." Bank stocks could be at a near-term bottom, said Najarian, who sees compelling risk/rewards for shares of Citi (C), Citizens Financial (CFG) and BB&T (BBT) even when taking into account theoretical fair value in a recession. Even in the case of a recession, banks have materially improved underwriting since the financial crisis and she estimates an average 46% EPS hit in a downturn but only a 5% hit in tangible book value versus consensus 2020 forecasts, Najarian tells investors.
CBRE CBRE Group
$55.37

1.5 (2.78%)

07/10/19
COMP
07/10/19
INITIATION
Target $54
COMP
Neutral
CBRE Group initiated with a Neutral at Compass Point
Compass Point initiated CBRE Group with a Neutral rating and $54 price target.
11/14/18
LEHM
11/14/18
NO CHANGE
Target $56
LEHM
Overweight
CBRE fundamentals intact, valuation remains attractive, says Barclays
Barclays analyst Ross Smotrich says CBRE Group's fundamentals remain intact and the stock's valuation remains attractive. The analyst keeps an Overweight rating on the shares with a $56 price target. Real estate services names traded off in September and October due to "widely-held" late-cycle concerns and the perception that rising interest rates are a negative for commercial real estate values and, by extension, the capital markets business at CBRE, Smotrich tells investors in a research note. The analyst, however, believes these concerns are misplaced. They have not materialized in actual results and are unlikely to in the foreseeable future, says Smotrich.
01/03/19
01/03/19
DOWNGRADE
Target $43

Neutral
CBRE Group downgraded to Neutral at BofA/Merrill
As previously reported, BofA/Merrill downgraded CBRE Group to Neutral from Buy and lowered its price target to $43 from $47. Analyst David Ridley-Lane said CBRE has difficult comparisons in 2019 and believes initial 2019 adjusted earnings guidance could fall short of current consensus expectations.
01/03/19
BOFA
01/03/19
DOWNGRADE
BOFA
Neutral
CBRE Group downgraded to Neutral from Buy at BofA/Merrill
DLR Digital Realty
$128.09

-0.52 (-0.40%)

08/16/19
STFL
08/16/19
NO CHANGE
STFL
Buy
CyrusOne could be valued at $83-$93 per share in takeover, says Stifel
Stifel analyst Erik Rasmussen noted that Bloomberg reported that CyrusOne (CONE) is considering a potential sale after receiving takeover interest from several suitors, including a bidding group that includes KKR (KKR). While the analyst said he is not privy to any information that would suggest that a takeout is actually happening, he does believe CyrusOne is an attractive asset and "a disruptive force in the wholesale data center market." Citing Digital Realty's (DLR) acquisition of DuPont Fabros in 2017 as the most comparable asset in a transaction, and the increase in private market valuations since then, Rasmussen estimated that could CyrusOne could be valued at $83-$93 per share in a potential deal. He keeps a Buy rating on CyrusOne shares.
08/30/19
LEHM
08/30/19
NO CHANGE
Target $147
LEHM
Overweight
Digital Realty removed as top U.S. REIT pick at Barclays
Barclays analyst Ross Smotrich removed Digital Realty as his top U.S. REIT pick but maintains an Overweight rating on the shares with a $147 price target. The analyst says his continued positive view on data centers is supported by favorable secular demand drivers and he expects leasing to accelerate during the second half of 2019. That said, Digital Realty is up 16% year-to-date, and lacks a discernible catalyst to drive material outperformance in the back half of the year, Smotrich contends.
07/23/19
COWN
07/23/19
DOWNGRADE
COWN
Market Perform
Digital Realty downgraded to Market Perform from Outperform at Cowen
Cowen analyst Colby Synesael downgraded Digital Realty Trust to Market Perform from Outperform. The analyst cites valuation for the downgrade as he sees a less attractive risk/reward profile at current share levels.
07/03/19
ARGS
07/03/19
INITIATION
Target $140
ARGS
Buy
Digital Realty initiated with a Buy at Argus
Argus analyst Jacob Kilstein initiated Digital Realty with a Buy rating and a price target of $140, saying the stock remains undervalued at current levels based on the company's strong growth prospects and increasing dividend payouts. The analyst believes that Digital Realty offers "strong opportunities" in the global colocation market with a record of growth organically and through acquisitions.
EFX Equifax
$144.41

-2.32 (-1.58%)

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.
07/30/19
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.
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.
07/22/19
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.
GS Goldman Sachs
$212.04

4.78 (2.31%)

07/17/19
BMOC
07/17/19
NO CHANGE
Target $273
BMOC
Market Perform
Goldman Sachs price target raised to $273 from $260 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on Goldman Sachs (GS) to $273 after its "equities-driven" beat on the top line in Q2 and rolled out valuation. The analyst maintains his Market Perform rating however, saying he continues to prefer Morgan Stanley (MS) to Goldman Sachs given the lower valuation of the former and continued risks around the 1MDB issues of the latter.
09/05/19
ODEN
09/05/19
DOWNGRADE
ODEN
Hold
Goldman Sachs downgraded to Hold from Buy at Odeon Capital
Odeon Capital analyst Richard Bove downgraded Goldman Sachs to Hold from Buy, stating that he respects CEO David Solomon for moving aggressively to fix the bank's problems, but "the task is sizable and apparently it will take more time and more effort to put the company on a sounder course."
HIG Hartford Financial
$60.30

(0.00%)

08/05/19
RBCM
08/05/19
NO CHANGE
Target $68
RBCM
Outperform
Hartford Financial price target raised to $68 from $61 at RBC Capital
RBC Capital analyst Mark Dwelle raised his price target on Hartford Financial to $68 and kept his Outperform rating, saying the company posted "good core results" in Q2 with low 90s underlying combined ratios for both commercial and personal lines. The analyst also notes that the former is generating accelerating pricing trends, and the management commentary suggests the integration of Navigators and the company's growth plans are "proceeding well".
05/29/19
05/29/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Flex (FLEX) upgraded to Overweight from Neutral at JPMorgan with analyst Paul Coster citing valuation. 2. Allstate (ALL) and Hartford Financial (HIG) were upgraded to Buy from Neutral at Goldman Sachs. 3. Rockwell Automation (ROK) upgraded to Buy from Hold at Gabelli with analyst Justin Bergner saying the negative investor sentiment stemming from "skepticism" of its software partnership strategy and the decline in the relevance of its programmable logic controller is unwarranted. 4. Falcon Minerals (FLMN) upgraded to Buy from Hold at Stifel with analyst Timothy Howard saying Falcon shares have underperformed over the last 30 days, falling 17% compared to peers down 6% and crude oil prices down 7%. 5. YY (YY) upgraded to Buy from Neutral at Nomura Instinet with t analyst Jialong Shi saying the risk/reward is more favorable with the stock down 27% from its recent peak. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/29/19
GSCO
05/29/19
UPGRADE
Target $64
GSCO
Buy
Hartford Financial upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Yaron Kinar upgraded Hartford Financial to Buy from Neutral and raised his price target for the shares to $64 from $53. The analyst execs the company's property and casualty margins to be stable on both an accident year basis and calendar year basis. He also models a "modest earnings lift" from the acquisition of Navigators.
FICO Fair Isaac
$350.00

-19.74 (-5.34%)

08/14/19
COWN
08/14/19
NO CHANGE
COWN
FHFA rule a risk to FICO, but competition not a guarantee, says Cowen
Cowen Washington Group Research analyst Jaret Seiberg believes the rule announced yesterday by the Federal Housing Finance Agency establishing a process for Fannie Mae (FMNA) and Freddie Mac (FMCC) to adopt new credit scoring models is a positive for Vantage Score and a risk to Fair Isaac's (FICO) FICO. However, the FHFA process "is measured in years and not weeks," so this will not be a quick effort even if Vantage Score can win approval of its model, Seiberg tells investors in a research note. Further, there is no guarantee that FICO will have a rival to its credit score model for mortgages backed by Fannie and Freddie as the process is long and complicated to get new models approved, adds the analyst. With that said, Seiberg points out that FICO is not guaranteed to have one of its credit scoring models approved at the end of this process. After dropping yesterday, shares of Fair Isaac are down another 2.5% to $328.80 in early trading.
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.
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.
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.

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CGC

Canopy Growth

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-2.68 (-14.47%)

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Change Healthcare

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0.74 (5.62%)

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BGNE

BeiGene

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-1.25 (-0.63%)

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LPTX

Leap Therapeutics

$0.57

-0.5922 (-50.83%)

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NVDA

Nvidia

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1.33 (0.64%)

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CGC

Canopy Growth

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Canopy Growth

$15.84

-2.68 (-14.47%)

ACB

Aurora Cannabis

$3.29

-0.25 (-7.06%)

03/08/13
Wedge Partners
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  • 19

    Nov

07:40
11/15/19
11/15
07:40
11/15/19
07:40
General news
Treasury Market Outlook: yields are a little cheaper »

Treasury Market Outlook:…

NVDA

Nvidia

$209.88

1.33 (0.64%)

07:39
11/15/19
11/15
07:39
11/15/19
07:39
Recommendations
Nvidia analyst commentary  »

Nvidia data center…

03/08/13
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  • 20

    Nov

  • 06

    Jan

GDS

GDS Holdings

$44.55

1.61 (3.75%)

07:39
11/15/19
11/15
07:39
11/15/19
07:39
Recommendations
GDS Holdings analyst commentary  »

GDS Holdings price target…

03/08/13
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03/06/13
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03/06/13
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  • 09

    Dec

ARWR

Arrowhead

$48.51

-0.06 (-0.12%)

07:39
11/15/19
11/15
07:39
11/15/19
07:39
Hot Stocks
Arrowhead announces COO Bruce Given to retire, names new CMO and CSO »

Arrowhead announced that…

03/08/13
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  • 25

    Nov

CEMI

Chembio Diagnostics

$4.31

0.3 (7.48%)

07:38
11/15/19
11/15
07:38
11/15/19
07:38
Conference/Events
Chembio Diagnostics management to meet with Craig-Hallum »

Meeting to be held in San…

03/08/13
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  • 18

    Nov

SYF

Synchrony

$36.71

0.145 (0.40%)

07:38
11/15/19
11/15
07:38
11/15/19
07:38
Hot Stocks
Synchrony reports October net charge-off rate 3.54% vs. 3.84% last month »

Reports October 30-plus…

03/08/13
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JPM

JPMorgan

$128.68

0.19 (0.15%)

07:38
11/15/19
11/15
07:38
11/15/19
07:38
Hot Stocks
JPMorgan reports October net credit loss 1.61% vs. 2.32% last month »

Reports October 30-plus…

03/08/13
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  • 21

    Nov

  • 14

    Jan

PRPL

Purple Innovation

$7.50

0.465 (6.61%)

07:38
11/15/19
11/15
07:38
11/15/19
07:38
Syndicate
Purple Innovation 10M share Secondary priced at $7.00 »

The deal size was…

03/08/13
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  • 15

    Nov

COF

Capital One

$96.64

0.31 (0.32%)

07:37
11/15/19
11/15
07:37
11/15/19
07:37
Hot Stocks
Capital One reports October net charge-offs 3.95% vs. 4.25% last year »

Reports 30-plus day…

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03/06/13
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03/06/13
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JCP

J.C. Penney

$1.10

0.01 (0.92%)

07:36
11/15/19
11/15
07:36
11/15/19
07:36
Hot Stocks
J.C. Penney expects liquidity to be at least $1.5B for remainder of the year »

The Company ended the…

03/08/13
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  • 15

    Nov

CELG

Celgene

$110.03

-0.42 (-0.38%)

07:35
11/15/19
11/15
07:35
11/15/19
07:35
Hot Stocks
Celgene receives positive CHMP opinion for REVLIMID »

Celgene announced that…

03/08/13
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03/06/13
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  • 04

    Dec

  • 07

    Dec

  • 25

    Mar

  • 04

    Apr

JCP

J.C. Penney

$1.10

0.01 (0.92%)

07:35
11/15/19
11/15
07:35
11/15/19
07:35
Hot Stocks
J.C. Penney CEO says 'made significant progress' on efforts to return to growth »

"The past quarter…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 15

    Nov

BABA

Alibaba

$182.69

0.21 (0.12%)

, STAY

Extended Stay America

$14.69

0.12 (0.82%)

07:35
11/15/19
11/15
07:35
11/15/19
07:35
Options
Unusual call flow in option market yesterday »

Notable call activity was…

BABA

Alibaba

$182.69

0.21 (0.12%)

STAY

Extended Stay America

$14.69

0.12 (0.82%)

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

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  • 19

    Nov

AMAT

Applied Materials

$56.89

-0.24 (-0.42%)

07:35
11/15/19
11/15
07:35
11/15/19
07:35
Recommendations
Applied Materials analyst commentary  »

Applied Materials price…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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  • 20

    Nov

  • 09

    Dec

  • 09

    Dec

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