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LII

Lennox

$246.29

4.76 (1.97%)

, GOL

Gol Linhas

$16.62

0.7 (4.40%)

10:25
09/11/19
09/11
10:25
09/11/19
10:25

Morgan Stanley to hold a conference

7th Annual Laguna Conference will be held on September 11-13 in Dana Point, CA with webcasted company presentations to begin on September 11 at 10:35 am; not all company presentations may be webcasted. Webcast Link

LII

Lennox

$246.29

4.76 (1.97%)

GOL

Gol Linhas

$16.62

0.7 (4.40%)

TEN

Tenneco

$13.27

0.05 (0.38%)

ABG

Asbury Automotive

$100.74

-0.36 (-0.36%)

CSX

CSX

$70.59

-0.1 (-0.14%)

BA

Boeing

$373.00

4.47 (1.21%)

GNRC

Generac

$83.24

2.61 (3.24%)

CNI

Canadian National

$92.80

-0.26 (-0.28%)

PSN

Parsons

$33.24

0.37 (1.13%)

MANT

ManTech

$67.41

0.1 (0.15%)

GT

Goodyear Tire

$13.13

0.09 (0.69%)

FTV

Fortive

$68.73

0.16 (0.23%)

XYL

Xylem

$78.49

0.19 (0.24%)

ALK

Alaska Air

$64.80

-0.29 (-0.45%)

LDOS

Leidos

$83.65

-0.33 (-0.39%)

SAIC

SAIC

$82.43

1.43 (1.77%)

JBLU

JetBlue

$16.79

0.02 (0.12%)

MMM

3M

$168.46

-0.34 (-0.20%)

CNHI

CNH Industrial

$10.71

-0.08 (-0.74%)

CP

Canadian Pacific

$233.53

-2.43 (-1.03%)

CACI

CACI

$209.05

-0.33 (-0.16%)

WSC

WillScot

$15.73

0.28 (1.81%)

SKYW

SkyWest

$59.52

0.11 (0.19%)

CMI

Cummins

$164.13

0.18 (0.11%)

REVG

REV Group

$9.74

0.13 (1.35%)

SEE

Sealed Air

$41.83

-0.62 (-1.46%)

STLD

Steel Dynamics

$30.54

-0.24 (-0.78%)

AA

Alcoa

$21.82

0.57 (2.68%)

SNDR

Schneider National

$22.50

-0.14 (-0.62%)

SAH

Sonic Automotive

$31.49

-0.76 (-2.36%)

IRBT

iRobot

$64.55

0.56 (0.88%)

USX

U.S. Xpress Enterprises

$5.21

0.05 (0.97%)

PRIM

Primoris

$20.35

0.05 (0.25%)

URI

United Rentals

$126.23

3.81 (3.11%)

TEX

Terex

$27.67

0.42 (1.54%)

DE

Deere

$162.92

-0.6 (-0.37%)

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LII Lennox
$246.29

4.76 (1.97%)

07/08/19
JPMS
07/08/19
DOWNGRADE
Target $231
JPMS
Underweight
Lennox downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Steve Tusa downgraded Lennox International to Underweight from Neutral with an unchanged price target of $231.
07/08/19
JPMS
07/08/19
DOWNGRADE
Target $231
JPMS
Underweight
JPMorgan's Tusa downgrades Lennox to Underweight with $231 price target
JPMorgan analyst Stephen Tusa downgraded Lennox International (LII) to Underweight from Neutral with an unchanged price target of $231. The analyst this morning also upgraded Johnson Controls (JCI) to Neutral from Underweight. Lennox's standing premium to implied HVAC multiples "at soon to be pure play peers seems overdone," Tusa tells investors in a research note. The analyst believes the emergence of two new pure plays, "seemingly currently trading at ~30% discounts," dilutes Lennox's scarcity value. Tusa's price target implies 20% downside versus his Overweight-rated HVAC related names, Ingersoll-Rand (IR) and United Technologies (UTX).
07/23/19
WELS
07/23/19
NO CHANGE
Target $265
WELS
Market Perform
Lennox price target lowered to $265 from $275 at Wells Fargo
Wells Fargo analyst Saravana Raghavan lowered his price target for Lennox to $265 from $275 following quarterly results. The analyst reiterates a Market Perform rating on the shares.
07/23/19
FBCO
07/23/19
NO CHANGE
Target $265
FBCO
Neutral
Lennox price target lowered to $265 from $282 at Credit Suisse
Credit Suisse analyst John Walsh lowered his price target for Lennox to $265 from $282, citing weaker than expected Q2 and full year fundamentals too. The analyst reiterates a Neutral rating on the shares.
GOL Gol Linhas
$16.62

0.7 (4.40%)

07/03/19
GSCO
07/03/19
UPGRADE
Target $22.4
GSCO
Buy
Goldman upgrades Gol Linhas to Buy, sees 33% upside in 12 months
Goldman Sachs analyst Bruno Amorim last night upgraded Gol Linhas Aereas (GOL) to Buy from Neutral and raised his price target for the shares to $22.40 from $12.15. The stock closed yesterday up 12c to $16.68. The suspension of Avianca Brasil's operations on May 24 should provide a "significant boost" to unit revenues in the Brazilian domestic market in upcoming quarters, Amorim tells investors in a research note. Among the airlines exposed to the Brazilian domestic market, Gol is poised to benefit the most, contends the analyst. He believes the stock offers 33% upside in the next 12 months, which places the airline as the analyst's preferred name for exposure to the reduced competition in the Brazilian market. Amorim expects Gol Linhas to outperform both Neutral-Azul (AZUL) and Sell-rated Latam Airlines Airlines (LTM).
07/03/19
07/03/19
NO CHANGE

Fly Intel: Top five analyst actions
Catch up on today's top five analyst actions with this list compiled by The Fly: 1. Gol Linhas (GOL) upgraded to Buy from Neutral at Goldman Sachs with analyst Bruno Amorim saying the suspension of Avianca Brasil's operations on May 24 should provide a "significant boost" to unit revenues in the Brazilian domestic market in upcoming quarters. 2. Cinemark (CNK) upgraded to Buy from Hold at Loop Capital with analyst Alan Gould saying the "tough" comp facing the company in Q2 is now priced into the shares. 3. Latam Airlines (LTM) downgraded to Sell from Neutral at Goldman Sachs with analyst Bruno Amorim saying "fierce" competition in the Spanish speaking countries and "still weak" pricing in the international markets will likely offset the positive effect from Avianca Brasil's bankruptcy. 4. Inogen (INGN) downgraded to Underweight from Neutral at JPMorgan with analyst Robert Marcus, who continues to view Inogen as a "potentially attractive story" longer-term, saying he believes the company's near-term outlook is weighed down by uncertainty and market headwinds. 5. Merck (MRK) initiated with a Buy rating and a $97 price target at Mizuho. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/13/19
BUCK
08/13/19
DOWNGRADE
BUCK
Neutral
Gol Linhas downgraded to Neutral from Buy at Buckingham
08/13/19
BUCK
08/13/19
DOWNGRADE
BUCK
Neutral
Azul, Gol Linhas downgraded to Neutral at Buckingham
As previously reported, Buckingham analyst Daniel McKenzie downgraded Azul (AZUL) and Gol Linhas (GOL), each to Neutral from Buy, stating that the global macro backdrop is "taking a step backwards" just as competitive capacity "steps up meaningfully in the markets that matter most for both airlines." Additionally, foreign exchange headwinds imply downside for each in the second half, added McKenzie, who lowered his price target on Azul to $39 from $53 and cut his target on Gol shares to $19 from $27.
TEN Tenneco
$13.27

0.05 (0.38%)

01/07/19
MSCO
01/07/19
NO CHANGE
MSCO
Morgan Stanley sees most, if not all, auto suppliers guiding below consensus
Ahead of the Detroit auto show, Morgan Stanley analyst Armintas Sinkevicius said he expects that most, if not all, auto suppliers will provide 2019 guidance that is lower than consensus. He sees the most downside risk to Visteon (VC) and Adient (ADNT), estimating that they may guide adjusted EBITDA 6.4% and 5.0% below consensus, respectively. Not everyone will provide guidance at the show, as American Axle (AXL) and Delphi Technologies (DLPH) gave guidance with Q3 earnings and Aptiv (APTV) and BorgWarner (BWA) plan to wait for Q4 earnings, added Sinkevicius. He estimates that, on average, the auto suppliers will guide to 1.5% revenue growth and -25 bps of margin contraction in 2019, adding that his concern is that the guidance provided at Detroit may not sufficiently de-risk figures. Others in the space include Lear (LEA), Tenneco (TEN) and Magna (MGA).
03/15/19
RBCM
03/15/19
NO CHANGE
Target $31
RBCM
Sector Perform
Tenneco price target lowered to $31 from $34 at RBC Capital
RBC Capital analyst Joseph Spak lowered his price target on Tenneco to $31 and kept his Sector Perform rating after its Q1 earnings miss and a disappointing outlook for FY19 EBITDA, contributing to higher leverage than previously forecast. The analyst warns that while the valuation on the stock looks "cheap", its investment story "remains messy" with "no clear immediate catalyst until the spin later this year."
08/14/19
MSCO
08/14/19
UPGRADE
Target $9
MSCO
Equal Weight
Tenneco upgraded to Equal Weight from Underweight at Morgan Stanley
Morgan Stanley analyst Armintas Sinkevicius upgraded Tenneco to Equal Weight from Underweight with a $9 price target.
08/14/19
MSCO
08/14/19
UPGRADE
Target $9
MSCO
Equal Weight
Tenneco upgraded to Equal Weight at Morgan Stanley after 65% year-to-date slide
As previously reported, Morgan Stanley analyst Armintas Sinkevicius upgraded Tenneco to Equal Weight from Underweight with an unchanged $9 price target. The stock trades at the lowest multiple among the auto suppliers he covers, with the shares being down about 65% year-to-date, the analyst noted. The debate this year has been centered around the spin of DRiV, but he believes "the desire to spin is there," Sinkevicius tells investors. More broadly on the sector, Sinkevicius noted that 8 of the 10 auto suppliers he follows lowered their guidance for the full year and suppliers' stocks have traded down about 11% since Q2 results. While the sector is entering a period of easing comps, the environment in China remains uncertain and he has a negative bias into year end and 2020, Sinkevicius said.
ABG Asbury Automotive
$100.74

-0.36 (-0.36%)

04/24/19
CHLM
04/24/19
UPGRADE
CHLM
Buy
Asbury Automotive upgraded to Buy from Hold at Craig-Hallum
04/24/19
04/24/19
UPGRADE
Target $90

Buy
Asbury Automotive upgraded to Buy at Craig-Hallum
As previously reported, Craig-Hallum analyst Steve Dyer upgraded Asbury Automotive to Buy from Hold given "remarkably consistent" EPS growth, underappreciated P&S asset, omni-channel investments driving market share gains, shareholder-friendly capital allocation fueled by strong free cash flow for use on opportunistic acquisitions and repurchases, and cheap valuation. The analyst also raised his price target on the shares to $90 from $73.
05/06/19
MSCO
05/06/19
UPGRADE
Target $94
MSCO
Overweight
Morgan Stanley more positive on auto dealers, upgrades Group 1 to Overweight
As previously reported, Morgan Stanley analyst Armintas Sinkevicius upgraded Group 1 Automotive (GPI) to Overweight from Equal Weight as he turns positive on the traditional auto dealer group and named it his top pick among the traditional dealers. Sinkevicius sees the potential for an elongated auto cycle following changes to the Fed policy, he noted, adding that he is also drawn to the defensiveness of the dealer model and investor positioning. The analyst, who noted that his estimates are above consensus for all of the traditional dealers in Q2 and for 2019, raised his price target on Group 1 shares to $94 from $67, raised his target on Asbury Automotive (ABG) to $87 from $85, upped his target on AutoNation (AN) to $36 from $27, raised his target on Lithia Motors (LAD) to $128 from $117, increased his target on Sonic Automotive (SAH) to $18 from $10 and keeps a $56 price target on Penske Automotive (PAG).
07/29/19
CHLM
07/29/19
NO CHANGE
Target $110
CHLM
Buy
Asbury Automotive price target raised to $110 from $90 at Craig-Hallum
Craig-Hallum analyst Steve Dyer raised his price target for Asbury Automotive to $110 from $90 following another EPS beat driven by F&I, P&S and cost control. The analyst reiterates a Buy rating on the shares.
CSX CSX
$70.59

-0.1 (-0.14%)

07/17/19
07/17/19
DOWNGRADE

CSX downgraded to Hold from Buy at Cascend Securities
07/17/19
CSND
07/17/19
DOWNGRADE
CSND
Hold
Cascend downgrades four rails on weakening intermodal traffic
Cascend Securities downgraded four names in the rail space, CSX (CSX), Norfolk Southern (NSC), Kansas City Southern (KSU), and Union Pacific (UNP), to Hold after three years at Buy. Intermodal traffic is down since February, and it doesn't look like a "pause," Cascend tells investors in a research note. Further, industrial equipment imports into the U.S. has suddenly declined sharply, adds the firm, which notes that CSX last night called the economic backdrop "puzzling."
07/26/19
ATLE
07/26/19
UPGRADE
ATLE
Neutral
CSX upgraded to Neutral from Underweight at Atlantic Equities
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.
BA Boeing
$373.00

4.47 (1.21%)

09/03/19
BUCK
09/03/19
NO CHANGE
Target $395
BUCK
Neutral
Boeing's MAX return could be delayed up to a month, says Buckingham
Buckingham analyst Richard Safran maintained a Neutral rating and $395 price target for Boeing despite a report that suggests additional delays with the MAX. An August presentation by Boeing to global regulators failed to provide sufficient technical details on software changes required by global regulators, Safran says, citing The Wall Street Journal, which added that Boeing is expected to resubmit the documentation that answers the issues raised by global regulators, which may delay Boeing's expectation for an October return to service and our expectation for a November return to service until December. Safran tells investors in a research note that he thinks the MAX return to service could be delayed by up to a month, but still thinks Boeing remains a tactical buying opportunity and doesn't see another delay as consequential to the stock.
09/09/19
BUCK
09/09/19
DOWNGRADE
Target $41
BUCK
Neutral
Buckingham cuts Spirit Airlines to Neutral on worsening revenue challenges
As previously reported, Buckingham analyst Daniel McKenzie downgraded Spirit Airlines (SAVE) to Neutral from Buy and lowered his price target on the shares to $41 from $69, citing his view that the revenue weakness seen in Q3 likely worsens this winter and into 2020. His view that revenue weakening could worsen later this winter is based on the "ungrounding" of Boeing's (BA) MAX, the fact that competitive capacity will double across Spirit's network and JetBlue's (JBLU) rollout of basic economy and does not even factor in an economic downturn or a potential IPO of Frontier, McKenzie tells investors.
09/09/19
BUCK
09/09/19
NO CHANGE
Target $395
BUCK
Neutral
Buckingham still 'tactically bullish' on Boeing after 777-X test failure report
Buckingham analyst Richard Safran keeps a Neutral rating and $395 price target on Boeing shares, but remains "tactically bullish" on the stock despite reports of "a spectacular test failure" on the 777-X program along with news that the 737 MAX chief test pilot is refusing to cooperate with investigations. Even in a worst case of a re-design he doubts the 777-X test failure results in incremental schedule risk and he doesn't think the 737 MAX news "is truly incremental," said Safran, who continues to recommend buying dips in Boeing shares.
09/10/19
LEHM
09/10/19
NO CHANGE
Target $367
LEHM
Equal Weight
Boeing's 737 Max unlikely to return to service in 2019, says Barclays
Barclays analyst David Strauss says that with the Federal Aviation Administration and European Aviation Safety Agency still not appearing to align and Boeing yet to submit its finalized software fix planned for this month, he does not see a return to service for the 737 Max until early 2020. On the back of this, he forecasts 2021-2022 free cash flow in the high $20s per share range, or ~20% lower than prior to the Max grounding. The analyst keeps an Equal Weight rating on Boeing shares with a $367 price target.
GNRC Generac
$83.24

2.61 (3.24%)

07/01/19
BARD
07/01/19
UPGRADE
Target $86
BARD
Outperform
Generac upgraded to Outperform from Neutral at Baird
Baird analyst Michael Halloran upgraded Generac to Outperform from Neutral and raised his price target for the shares to $86 from $64.
09/05/19
BOFA
09/05/19
NO CHANGE
Target $88
BOFA
Buy
Generac story 'goes well beyond hurricane season,' says BofA/Merrill
BofA/Merrill Lynch analyst said Generac presented "compelling" data at its bi-annual investor day that showed how total non-hurricane outages have been well above trend over the last 2-3 years, leading him to contend that the company's story "goes well beyond hurricane season" and its growth outlook is excellent "Dorian or no Dorian." The analyst, who believes Generac's California HSB solar opportunity is enormous, raised his estimates for the company and raised his price target on Generac shares to $88 from $83. He maintains a Buy rating on the stock.
09/05/19
BARD
09/05/19
NO CHANGE
Target $86
BARD
Outperform
Generac long-term opportunity implies higher share price, says Baird
Baird analyst Michael Halloran said the long-term opportunity for Generac implies a higher share price and he sees multiple near- and long-term catalysts ahead. The analyst said current trends are tracking toward the high end of baseline guidance and catalysts unfold, the shares should see multiple expansion. He said the company has more optionality than at any point in its history including secular drivers such as 5G build out, Clean energy strategy, and California penetration. Halloran reiterated his Outperform rating and $86 price target on Generac shares.
09/09/19
BOFA
09/09/19
NO CHANGE
BOFA
Generac added to Endeavor List, Wright Medical removed at BofA/Merrill
CNI Canadian National
$92.80

-0.26 (-0.28%)

04/30/19
BMOC
04/30/19
NO CHANGE
Target $125
BMOC
Market Perform
Canadian National price target raised to $125 from $116 at BMO Capital
BMO Capital analyst Fadi Chamoun raised his price target on Canadian National to $125, saying its worse than expected Q1 results were due to the challenging winter weather. Instead, the analyst points to the management's maintained focus on investing in the company's capacity, leading to its growth and a "more favorable" operating leverage in the future. Chamoun keeps his Market Perform rating on Canadian National shares but adds that he would consider an upgrade with a greater margin of safety in valuation for the stock.
06/12/19
DBAB
06/12/19
NO CHANGE
DBAB
Deutsche lowers estimates for U.S. Class 1 Rails, keeps Buy ratings
Deutsche Bank analyst Amit Mehrotra lowered his Q2 earnings forecasts by 4% on average, taking him below consensus for all the U.S. Class 1 Rails - CSX (CSX), Kansas City Southern (KSU), Norfolk Southern (NSC) and Union Pacific (UNP). The analyst is in-line with the consensus for Canadian National (CNI) and above consensus for Canadian Pacific (CP). Despite the estimate cuts, Mehrotra remains positive on Rail stocks, reflecting the sector's "volume-agnostic" cost opportunity. He lowered his price target for CSX to $87 from $89, for Kansas City Southern to $138 from $142, for Norfolk Southern to $196 from $198 and for Union Pacific to $197 from $200. The analyst keeps Buy ratings on all four names.
06/13/19
LEHM
06/13/19
DOWNGRADE
Target $170
LEHM
Equal Weight
Union Pacific downgraded to Equal Weight from Overweight at Barclays
Barclays analyst Brandon Oglenski downgraded Union Pacific (UNP) to Equal Weight from Overweight and lowered his price target for the shares to $170 from $190. The analyst also cut his Transportation sector view to Neutral saying he sees "real fundamental challenges set against high market expectations." Railroad equities are not properly discounting recent headwinds from softer demand and "lower supply chain urgency" across North America, Oglenski tells investors in a research note. Further, he sees increasing risk that tariff driven inflation could "damp consumer consumption" later this year, at least in the U.S. As a result, Oglenski suggests investors take some Transportation exposure off the table. He keeps Equal Weight ratings on Canadian National (CNI), Kansas City Southern (KSU) and Norfolk Southern (NSC) as well as Overweight ratings on Canadian Pacific (CP) and CSX (CSX).
07/10/19
GSCO
07/10/19
INITIATION
Target $97
GSCO
Neutral
Canadian National initiated with a Neutral at Goldman Sachs
Goldman Sachs analyst Jordan Alliger started Canadian National with a Neutral rating and $97 price target. The analyst cites the company's "industry-high" price-to-earnings valuation for his Neutral rating. He sees more relative upside in other rail names.
PSN Parsons
$33.24

0.37 (1.13%)

06/03/19
RHCO
06/03/19
INITIATION
Target $37
RHCO
Buy
Parsons initiated with a Buy at SunTrust
SunTrust analyst Tobey Sommer initiated Parsons with a Buy rating and a price target of $37, saying he is positive on the company's "successful" sales mix shift. The analyst notes Parsons' increased exposure to the faster growing cyber, space, and intel work within Federal Solutions expected to fuel its margin and multiple expansion. Sommer adds that Parsons is "growing rapidly" in an industry with fewer small-cap names and sees its $3.1B market cap along with a "strong" organic growth profile potentially fitting the "void" for investors in search of exposure to government services solutions.
06/26/19
WELS
06/26/19
DOWNGRADE
WELS
Market Perform
Parsons downgraded to Market Perform from Outperform at Wells Fargo
Wells Fargo analyst Edward Caso downgraded Parsons to Market Perform from Outperform.
06/26/19
06/26/19
DOWNGRADE

Market Perform
Parsons downgraded to Market Perform on valuation at Wells Fargo
As previously reported, Wells Fargo analyst Edward Caso downgraded Parsons to Market Perform from Outperform, as the share now exceed his previous $36 price target. The analyst remains positive on the company's management, positioning, and the upward bias of expectations.
08/28/19
RHCO
08/28/19
NO CHANGE
Target $40
RHCO
Buy
Parsons price target raised to $40 from $37 at SunTrust
SunTrust analyst Tobey Sommer raised his price target on Parsons to $40 and kept his Buy rating after its Q2 results released earlier this month, saying he now expects the company to deliver improving organic revenue growth and margin expansion driven by its "further mix shift towards the lucrative Federal Solutions segment". The analyst finds Parsons' exposure to the space domain especially "exciting" while pointing to its total backlog growth of 10% in the most recent quarter, with "qualified pipeline" also rising to a record high of $20B. Sommer further cites the latest 2-year Defense Department cybersecurity budget increase of 5% vs. 3% in the overall budget.
MANT ManTech
$67.41

0.1 (0.15%)

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.
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.
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.
GT Goodyear Tire
$13.13

0.09 (0.69%)

05/23/19
05/23/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Elanco (ELAN) initiated with a Neutral at Guggenheim. 2. Cooper Tire (CTB) initiated with an Overweight at KeyBanc while Goodyear Tire (GT) was initiated with a Sector Weight. 3. SciPlay (SCPL) initiated with a Buy at Craig-Hallum and an Overweight at Stephens. 4. Target Hospitality (TH) initiated with an Outperform at Credit Suisse and Oppenheimer. 5. Allogene Therapeutics (ALLO) initiated with a Hold at Stifel. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
06/06/19
LBOW
06/06/19
UPGRADE
LBOW
Neutral
Goodyear Tire upgraded to Neutral from Underperform at Longbow
Longbow analyst Anthony Deem upgraded Goodyear Tire & Rubber to Neutral from Underperform with a $14 price target.
08/16/19
EXAN
08/16/19
INITIATION
Target $15
EXAN
Outperform
Goodyear Tire initiated with an Outperform at Exane BNP Paribas
Exane BNP Paribas started Goodyear Tire & Rubber with an Outperform rating and $15 price target.
08/16/19
08/16/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Merck (MRK) initiated with an Outperform at SVB Leerink. 2. DocuSign (DOCU) initiated with a Buy at DA Davidson. 3. iQIYI (IQ) initiated with an Underweight at JPMorgan. 4. Goodyear Tire (GT) initiated with an Outperform at Exane BNP Paribas. 5. BlackBerry (BB) initiated with a Neutral at Macquarie. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
FTV Fortive
$68.73

0.16 (0.23%)

06/03/19
COWN
06/03/19
DOWNGRADE
Target $65
COWN
Underperform
Fortive downgraded to Underperform from Market Perform at Cowen
Cowen analyst Joseph Giordano downgraded Fortive to Underperform from Market Perform and lowered his price target for the shares to $65 from $75.
06/03/19
06/03/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Infinera (INFN) downgraded to Underweight from Neutral at JPMorgan with analyst Samik Chatterjee saying he sees a "heightened level of near-term and medium-term risks from the much more moderate level" of capex spending from cable customers. 2. Cree (CREE) downgraded to Market Perform from Outperform at BMO Capital with analyst Ambrish Srivastava saying he believes Cree is executing solidly on its transformation but finds the stock's risk/reward profile as fairly balanced at current levels. 3. Fortive (FTV) downgraded to Underperform from Market Perform at Cowen. 4. Big Lots (BIG) double downgraded to Underperform from Buy at BofA/Merrill with analyst Jason Haas saying the company's outlook for the rest of the year may be too optimistic and could be cut further. 5. Emerald Expositions Events (EEX) downgraded to Neutral 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.
07/26/19
RAJA
07/26/19
NO CHANGE
RAJA
Fortive price target lowered to $84 from $88 at Raymond James
Raymond James analyst Brian Gesuale reiterated an Outperform rating on Fortive, but lowered his price target on shares to $84 from $88 following the company's "mixed" Q2 earnings results and lowered guidance. However, the analyst is reiterating his Outperform based on the company "hitting the mark" on the core parts of the firm's thesis with "M&A successes, increased exposure to key secular themes and strong annual cash generation."
08/05/19
GDHS
08/05/19
DOWNGRADE
GDHS
Hold
Fortive downgraded to Hold from Buy at Gordon Haskett
Gordon Haskett analyst John Inch downgraded Fortive to Hold from Buy.
XYL Xylem
$78.49

0.19 (0.24%)

05/14/19
COWN
05/14/19
DOWNGRADE
Target $72
COWN
Market Perform
Cowen downgrades Xylem to Market Perform with end-markets likely slowing
As previously reported, Cowen analyst Joseph Giordano downgraded Xylem to Market Perform from Outperform, noting that comps remain challenging for the next 9 months as its end markets are likely cooling down. Industrial commentary has weakened and PMI readings have decelerated, commercial building trends should moderate off high levels, and residential construction is already in a negative trend, said Giordano, who noted that his updated estimates for 2019 and 2020 are below Street consensus. He lowered his price target on Xylem shares to $72 from $75.
07/08/19
FBCO
07/08/19
NO CHANGE
Target $91
FBCO
Outperform
Xylem price target raised to $91 from $85 at Credit Suisse
Credit Suisse analyst John Walsh raised his price target for Xylem to $91 from $85 as he remains positive on Utility and Industrial Water markets and thinks Xylem can continue to expand its operating margin while investing in its digital water platform. The analyst reiterates an Outperform rating on the shares.
08/02/19
FBCO
08/02/19
DOWNGRADE
FBCO
Neutral
Xylem downgraded to Neutral from Outperform at Credit Suisse
08/02/19
FBCO
08/02/19
DOWNGRADE
Target $85
FBCO
Neutral
Xylem downgraded to Neutral from Outperform at Credit Suisse
Credit Suisse analyst John Walsh downgraded Xylem to Neutral from Outperform and lowered his price target to $85 from $95, citing slower operating margin expansion expectations following a second reduction to guidance.
ALK Alaska Air
$64.80

-0.29 (-0.45%)

06/19/19
IMPC
06/19/19
NO CHANGE
Target $68
IMPC
In-Line
Alaska Air price target raised to $68 from $61 at Imperial Capital
Imperial Capital analyst Michael Derchin raised his price target for Alaska Air Group to $68 from $61 citing higher Q2 unit revenues and lower fuel costs. The analyst, however, keeps an In-Line rating on the shares. The stock appears fairly valued considering as the company's 13%-15% pretax margin target may not be achievable by fiscal 2020, Derchin tells investors in a research note.
07/03/19
STFL
07/03/19
NO CHANGE
Target $90
STFL
Buy
Delta one of biggest beneficiaries of longer MAX grounding, says Stifel
Stifel analyst Joseph DeNardi noted that Delta's (DAL) updated Q2 guidance yesterday was "strong across the board," pointing out that domestic load factor for the quarter of 89% benefited from the fact that the grounding of Boeing's (BA) MAX fleet is keeping industry capacity growth constrained. He sees Delta as one of the biggest beneficiaries, second only to Spirit Airlines (SAVE) and Alaska Air (ALK), as the grounding extends further out given the company's lack of exposure and the industry's competitive capacity dynamics. DeNardi maintains a Buy rating and $90 price target on Delta shares.
07/29/19
MACQ
07/29/19
DOWNGRADE
Target $63
MACQ
Neutral
Alaska Air downgraded to Neutral from Outperform at Macquarie
Macquarie analyst Susan Donofrio downgraded Alaska Air to Neutral and lowered her price target to $63 from $79.
07/29/19
MACQ
07/29/19
DOWNGRADE
MACQ
Neutral
Macquarie warns about pricing pressure among airlines from Southwest competition
Macquarie analyst Susan Donofrio downgraded American Airlines (AAL), Spirit Airlines (SAVE), Hawaiian Holdings (HA), and Alaska Air (ALK) to Neutral from Outperform as part of a broader industry note, saying the competitive environment for these airlines should become "choppy" in the fall of 2019 and in 2020 as Southwest (LUV) attempts to win back market share. The analyst believes that the latter's sizable domestic scope should lead to "unit revenue softness" within the overall pricing structure, through she maintains an Outperform rating on United Airlines (UAL), Delta (DAL) and Allegiant (ALGT) given their ongoing revenue initiatives and minimal overlap with Southwest.
LDOS Leidos
$83.65

-0.33 (-0.39%)

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.
07/09/19
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%.
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%.
07/31/19
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.
SAIC SAIC
$82.43

1.43 (1.77%)

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.
09/09/19
COWN
09/09/19
UPGRADE
COWN
Outperform
SAIC upgraded to Outperform from Market Perform at Cowen
Cowen analyst Cai Von Rumohr upgraded SAIC to Outperform from Market Perform saying the "sharp selloff" in shares has resulted in favorable risk/reward and raised its price target to $102.00
09/09/19
09/09/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Las Vegas Sands (LVS) upgraded to Buy from Hold at Deutsche Bank with analyst Carlo Santarelli saying Bearish Macau sentiment has created an opportunistic entry point for medium to longer term investors. 2. Genesco (GCO) upgraded to Buy from Hold at Pivotal Research with analyst Mitch Kummetz citing the company's Q2 beat and guidance increase. 3. Entergy (ETR) upgraded to Overweight from Neutral at JPMorgan with analyst Christopher Tenure saying unlike some of its large premium valuation peers, Entergy has potential for both high rate base growth and improving earned returns on equity. 4. SAIC (SAIC) upgraded to Outperform from Market Perform at Cowen with analyst Cai Von Rumohr saying the "sharp selloff" in shares has resulted in favorable risk/reward and raised its price target to $102.00. 5. Chipotle (CMG) upgraded to Outperform from Neutral at Wedbush with analyst Nick Setyan saying as the industry transitions towards a larger mix of digital transactions, the analyst believes Chipotle is in a leading position to establish a digital moat. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
JBLU JetBlue
$16.79

0.02 (0.12%)

06/20/19
IMPC
06/20/19
NO CHANGE
Target $26
IMPC
Outperform
JetBlue price target raised to $26 from $24 at Imperial Capital
Imperial Capital analyst Michael Derchin raised his price target for JetBlue Airways to $26 from $24 and maintains an Outperform rating on the shares. The company is on track to achieve its $2.50-$3.00 fiscal 2020 earnings per share target, despite lower consensus expectations, Derchin tells investors in a research note. He maintains an Outperform rating on JetBlue.
07/08/19
FBCO
07/08/19
UPGRADE
Target $19
FBCO
Neutral
JetBlue upgraded to Neutral from Underperform at Credit Suisse
Credit Suisse analyst Jose Caiado upgraded JetBlue to Neutral from Underperform on summer leisure strength and manageable 2020 expectations. The analyst also notes that the company continues to execute on its cost program and is on track to roll out new revenue initiatives by year end. Caiado also raised his price target on the shares to $19 from $16.
07/08/19
07/08/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. JetBlue (JBLU) upgraded to Neutral from Underperform at Credit Suisse with analyst Jose Caiado citing summer leisure strength and manageable 2020 expectations. 2. Johnson Controls (JCI) upgraded to Neutral from Underweight at JPMorgan with analyst Stephen Tusa saying the stock has "de-rated" and the company's fundamentals look more stable now relative to peers. 3. Orion Group (ORN) upgraded to Buy from Neutral at B. Riley FBR with analyst Alex Rygiel saying the recent weakness in the shares, partly due to deletion from the Russell 2000 index, was overdone. 4. Life Storage (LSI) upgraded to Outperform from Market Perform at Raymond James with analyst Jonathan Hughes saying his upgrade was driven by a more attractive valuation, managements focus on improving portfolio quality, and its relative size versus peers that allows for more impactful external growth. 5. Cabot Oil & Gas (COG) upgraded to Outperform from Market Perform at Wells Fargo with analyst Nitin Kumar saying he believes the company is more immune to oil price volatility and that it has long embraced the strategy of curtailing activity to increase shareholder capital return. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
MMM 3M
$168.46

-0.34 (-0.20%)

07/09/19
RBCM
07/09/19
DOWNGRADE
Target $176
RBCM
Sector Perform
With reputation 'eroding,' RBC downgrades 3M to Sector Perform
RBC Capital analyst Deane Dray last night downgraded 3M Company to Sector Perform from Outperform and lowered his price target for the shares to $176 from $207. The stock closed Monday down 2% to $169.19. The analyst expects the overhang on the shares from macro pressures and litigation to persist. After an "unsettling string" of guidance cuts, 3M's reputation as a "defensive, high-quality industrial is eroding," Dray tells investors in a research note. Further, PFAS litigation remains an "unquantifiable risk" that is likely to worsen as the product liability class actions escalate, adds the analyst. Dray also sees risk of more guidance cuts from 3M as well as limited capital allocation catalysts.
07/09/19
07/09/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. 3M (MMM) downgraded to Sector Perform from Outperform at RBC Capital with analyst Deane Dray expecting the overhang on the shares from macro pressures and litigation to persist. 2. Marriott (MAR) and Hilton (HLT) downgraded to Neutral from Overweight at JPMorgan, while Ryman Hospitality (RHP) and CorePoint Lodging (CPLG) were downgraded to Underweight from Neutral. 3. Alcoa (AA) downgraded to Neutral from Outperform at Macquarie. 4. First Business Financial (FBIZ) downgraded to Neutral from Buy at DA Davidson with analyst Kevin Reevey saying the rating change is driven purely by the recent 33% advance in the stock price from its 52-week lows to within 6% of its 52-week highs. 5. Myriad Genetics (MYGN) downgraded to Market Perform from Outperform at Cowen with analyst Doug Schenkel citing a combination of lower overall conviction in Myriad and a less attractive relative valuation. 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
FBCO
07/26/19
NO CHANGE
Target $194
FBCO
Outperform
3M price target raised to $194 from $180 at Credit Suisse
Credit Suisse analyst John Walsh raised his price target for 3M to $194 from $180 and maintained an Outperform rating following better than expected Q2 results. In a research note to investors, Walsh says he thinks the stock can grind higher given an organic sales growth inflection in the second half, on easing year ago comparisons coupled with market stabilization, which supports a 13X EV/EBITDA valuation. He cautions that environmental liabilities remain an overhang, with updates expected in the first quarter of 2020 and later in 2020.
08/06/19
JPMS
08/06/19
NO CHANGE
Target $143
JPMS
Underweight
JPMorgan's Tusa cuts 3M target to $140, keeps Underweight on shares
JPMorgan analyst Stephen Tusa lowered his price target for 3M to $140 from $143 and keeps an Underweight rating on the shares. While headlines for the company's Q2 results "looked like a clear beat to low expectations," the internals of the quarter support a negative thesis, Tusa tells investors in a research note titled "The 'Model' Is Broken." 3M is "far from out of the woods" around its structural challenges, "which is an inability to grow both sales and margins, driven by a higher cost to serve the customer than in the past, unmasked when volumes decline," contends the analyst.
CNHI CNH Industrial
$10.71

-0.08 (-0.74%)

08/14/19
SPHN
08/14/19
INITIATION
Target $10
SPHN
Equal Weight
CNH Industrial initiated with an Equal Weight at Stephens
Stephens analyst Ashish Gupta started CNH Industrial with an Equal Weight rating and $10 price target.
08/14/19
SPHN
08/14/19
INITIATION
Target $10
SPHN
Equal Weight
CNH Industrial initiated with an Equal Weight at Stephens
Stephens analyst Ashish Gupta initiated CNH Industrial with an Equal Weight rating and a price target of $10. The analyst notes that the weakness in the company's largest segment - Ag Equipment - has been compounded by the the uncertainty around its management transition. Gupta expects the new CEO to update investors on the company's strategy and margin targets next month, but give the weakness in the Ag cycle, he expects earnings to decline next year.
08/19/19
MSCO
08/19/19
UPGRADE
MSCO
Overweight
CNH Industrial upgraded to Overweight from Equal Weight at Morgan Stanley
08/19/19
MSCO
08/19/19
UPGRADE
Target $12
MSCO
Overweight
Morgan Stanley upgrades CNH Industrial to Overweight following underperformance
As previously reported, Morgan Stanley analyst Courtney Yakavonis upgraded CNH Industrial (CNHI) to Overweight from Equal Weight, noting that the stock has underperformed Ag peers by 19% year-to-date and now trades at its lowest valuation relative to Deere (DE) and Agco (AGCO) since 2013. CNH's margins lag peers by 400-500 bps, but the market appears to underappreciate the company's margin opportunity, said Yakavonis, who has a $12 price target on CNH shares.
CP Canadian Pacific
$233.53

-2.43 (-1.03%)

07/15/19
RAJA
07/15/19
DOWNGRADE
RAJA
Outperform
Canadian Pacific downgraded to Outperform from Strong Buy at Raymond James
07/17/19
DBAB
07/17/19
NO CHANGE
Target $260
DBAB
Buy
Canadian Pacific price target raised to $260 from $230 at Deutsche Bank
Deutsche Bank analyst Seldon Clarke raised his price target for Canadian Pacific $260 from $230 citing the structural improvements in the company's long-term free cash conversion and further improvements in profitability. He keeps a Buy rating on the shares following Canadian Pacific's Q2 results.
07/17/19
FBCO
07/17/19
NO CHANGE
Target $275
FBCO
Outperform
Canadian Pacific price target raised to $275 from $262 at Credit Suisse
Credit Suisse analyst Allison Landry raised her price target for Canadian Pacific to $275 from $262 after the company posted a "strong" Q2 beat, driven by a record O.R. and better than expected top line performance. The analyst reiterates an Outperform rating on the shares.
07/18/19
ARGS
07/18/19
NO CHANGE
Target $265
ARGS
Buy
Canadian Pacific price target raised to $265 from $245 at Argus
Argus analyst John Eade raised his price target on Canadian Pacific to $265 and kept his Buy rating, saying the company's recent Q2 results have "defied" softer industry trends with strong growth while the management also expressed its confidence in the future by raising its dividend. The analyst contends that Canadian Pacific is benefiting from strength in key markets that include energy and anticipates volumes to increase at a low-single-digit rate over the next few quarters. Eade also highlights the recently abating tariff and trade concerns which improved the industry outlook for grain - the company's other key commodity.
CACI CACI
$209.05

-0.33 (-0.16%)

08/20/19
FBCO
08/20/19
UPGRADE
FBCO
Outperform
CACI upgraded to Outperform from Neutral at Credit Suisse
08/20/19
FBCO
08/20/19
UPGRADE
Target $269
FBCO
Outperform
CACI upgraded to Outperform at Credit Suisse
Credit Suisse analyst Robert Spingarn upgraded CACI to Outperform from Neutral and raised his price target on the shares to $269 from $223. In an uncertain macro environment, the analyst likes a defensive name that can support a multi-year story of organic growth, margin expansion, and M&A optionality, all while offering an attractive valuation.
08/20/19
08/20/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Pilgrim's Pride (PPC) upgraded to Outperform from Market Perform at BMO Capital with analyst Kenneth Zaslow citing the management's implementation of a "successful execution" of its chicken strategy. 2. Beyond Meat (BYND) upgraded to Overweight from Neutral at JPMorgan while Campbell Soup (CPB) was upgraded to Neutral from Underweight. 3. Chemours (CC) upgraded to Positive from Neutral at Susquehanna with analyst Don Carson saying he thinks end-user destocking of TiO2 appears to have run its course and he views the company as the prime beneficiary of an upturn in industry volumes in 2020. 4. AbbVie (ABBV) upgraded to Overweight from Neutral at Piper Jaffray with analyst Christopher Raymond saying while he remains negative on the company's decision to acquire Allergan (AGN), he believes that a bottom on the stock has been found around $66. 5. CACI (CACI) upgraded to Outperform from Neutral at Credit Suisse with analyst Robert Spingarn saying in an uncertain macro environment, he likes a defensive name that can support a multi-year story of organic growth, margin expansion, and M&A optionality, all while offering an attractive valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
WSC WillScot
$15.73

0.28 (1.81%)

11/19/18
11/19/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Cognex (CGNX) initiated with a Buy at Berenberg. 2. Yeti (YETI) was initiated with a Buy at Jefferies, Goldman Sachs, Stifel, BofA/Merrill and Citi, an Overweight at Piper Jaffray, KeyBanc, and Morgan Stanley, as well as an Outperform at Baird, William Blair, and Raymond James. 3. WillScot (WSC) initiated with an Equal Weight at Barclays. 4. CarGurus (CARG) initiated with a Buy at SunTrust. 5. Independence Realty Trust (IRT) initiated with an Equalweight at Capital One. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/02/19
BOFA
04/02/19
INITIATION
Target $13.5
BOFA
Buy
WillScot initiated with a Buy at BofA/Merrill
BofA/Merrill analyst Ross Gilardi initiated WillScot $13.50 price target citing execution and positive free cash flow in the second half of 2019.
06/05/19
JEFF
06/05/19
NO CHANGE
Target $20
JEFF
Buy
WillScot growth story is 'under the radar,' says Jefferies
Since going public, WillScot has "refueled the growth engine with tangible levers" that can sustain double digit EBITDA growth, Jefferies analyst Philip Ng tells investors in a research note titled. The analyst believes the company is an "overlooked name" and believes its growth strategy has "significant runway." Given the niche nature of the modular leasing industry and brief history as a public company, WillScot is an "under the radar growth stock that's undervalued," says Ng. He keeps a Buy rating on the shares with a $20 price target.
06/25/19
DADA
06/25/19
INITIATION
DADA
Buy
WillScot initiated with a Buy at DA Davidson
DA Davidson analyst Brent Thielman initiated WillScot Corporation with a Buy rating and $19 price target. The analyst sees "deal integration and rate opportunities from acquisitions, benefits from higher conversion of value-add product/services, plus sustained construction activity" driving compound gross profit and adjusted EBITDA growth of 46% and 58%, respectively. Thielman expectes WillScot shares to benefit as run-rate EBITDA potential becomes more apparent, and planned leverage reduction accelerates.
SKYW SkyWest
$59.52

0.11 (0.19%)

03/01/19
DBAB
03/01/19
DOWNGRADE
DBAB
Hold
Deutsche downgrades American Airlines, Delta on global market exposure
Deutsche Bank analyst Michael Linenberg downgraded both American Airlines (AAL) and Delta Air Lines (DAL) to Hold from Buy. Recent global macro data points "have been less encouraging of late" suggesting that airline industry risks are now more biased to the downside, Linenberg tells investors in a research note. As a result, the analyst is finding it more difficult to advocate "new money" positions in names with the most exposure to global markets. This drives his downgrade of both American and Delta to Hold. Linenberg lowered his price target for American to $40 from $47 and for Delta to $55 from $66. He also lowered his target for Buy-rated Alaska Air (ALK) to $73 from $75, for Buy-rated Allegiant Travel (ALGT) to $160 from $169, for Buy-rated JetBlue (JBLU) to $20 from $22, for Buy-rated SkyWest (SKYW) to $68 from $75, for Buy-rated Spirit Airlines (SAVE) to $75 from $79, for United Continental (UAL) to $105 from $109, and for Buy-rated Mesa Air (MESA) to $17 from $18.
04/15/19
STFL
04/15/19
INITIATION
Target $68
STFL
Buy
SkyWest initiated with a Buy at Stifel
Stifel analyst Joseph DeNardi started SkyWest with a Buy rating and a $68 price target, stating that he views it as the best and most diversified regional airline operator. He sees opportunities for SkyWest to grow its business through taking share and modest increases in scope, DeNardi tells investors.
04/16/19
04/16/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Dow Inc. (DOW) initiated with a Top Pick at RBC Capital. 2. Ensco Rowan (ESV) initiated with an Overweight at Morgan Stanley. 3. Micron (MU) initiated with a Neutral at Nomura Instinet. 4. SkyWest (SKYW) initiated with a Buy at Stifel. 5. Forestar Group (FOR) initiated with a Buy at BTIG. 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
IMPC
04/30/19
NO CHANGE
Target $74
IMPC
Outperform
SkyWest price target raised to $74 from $69 at Imperial Capital
Imperial Capital analyst Michael Derchin raised his price target for SkyWest to $74 from $69 citing the company's "positive" outlook for fiscal 2019. The analyst views the stock as attractive and keeps an Outperform rating on the name.
CMI Cummins
$164.13

0.18 (0.11%)

07/02/19
JPMS
07/02/19
NO CHANGE
JPMS
June Class 8 truck orders drop 69% year-over-year, says JPMorgan
According to ACT Research, Class 8 net orders in June were 13,000 units, down 69% year-over-year, JPMorgan analyst Ann Duignan tells investors in a research note. The analyst points out that truck orders have the largest incremental impact on Navistar (NAV), Paccar (PCAR), Cummins (CMI), Eaton (ETN), Wabco (WBC) and Allison Transmission (ALSN).
07/16/19
STPT
07/16/19
DOWNGRADE
STPT
Hold
Cummins downgraded to Hold from Buy at Standpoint Research
Standpoint Research analyst Ronnie Moas downgraded Cummins to Hold from Buy, noting that he believes fair value for the stock is in the $180-$190 range.
07/31/19
FBCO
07/31/19
NO CHANGE
Target $203
FBCO
Outperform
Cummins price target raised to $203 from $198 at Credit Suisse
Credit Suisse analyst Jamie Cook raised his price target for Cummins to $203 from $198 saying that even with lower sales, margins are "resilient" and the forecast unchanged. Further, the analyst believes the company is proactively getting ahead of the pending downturn and is well prepared to streamline costs and manage for solid decrementals.He reiterates an Outperform rating on the shares.
08/28/19
CLVD
08/28/19
NO CHANGE
CLVD
Truck survey flags production cuts, deteriorating used truck fundamentals, says Cleveland Research
Cleveland Research analyst Adam Uhlman says his North American truck dealer survey has flagged deteriorating used truck fundamentals recently, as well as fleets deferring second half of 2019 deliveries into 2020. Supplier sources indicate Navistar (NAV) and Paccar (PCAR) plan to cut build rates over the next two months, he adds. The analyst believes additional cuts unfold in Q4 and build rates deteriorate further through 2020 unless order rates recover significantly above the normal seasonal increase in Q4. Meanwhile, Uhlman says new news this quarter is used truck pricing has begun to deteriorate more meaningfully which has caused concern for 2020 activity. Consensus estimates for Paccar and Cummins (CMI) appear too high to him going into 2020, even though expectations for the group have been quite low for some time. The analyst continues to see downside risk to the group in the medium-term. Uhlman has Neutral rating on all three stocks.
REVG REV Group
$9.74

0.13 (1.35%)

08/07/19
GSCO
08/07/19
DOWNGRADE
GSCO
Sell
REV Group downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Jerry Revich downgraded REV Group to Sell.
08/07/19
GSCO
08/07/19
DOWNGRADE
Target $12
GSCO
Sell
REV Group downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Jerry Revich downgraded REV Group to Sell from Neutral with 8% downside risk to his $12 price target. The stock's risk/reward is unattractive after rallying 74% year-to-date, Revich tells investors in a research note. REV trades at a premium to peers while it faces a "challenging" cyclical outlook, says the analyst. Further, he believes the company's business model has low recurring revenue and margin base.
08/08/19
08/08/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Inogen (INGN) downgraded to Hold from Buy at Stifel and to Market Perform from Outperform at SVB Leerink. 2. QEP Resources (QEP) downgraded to Market Perform from Strong Buy at Raymond James, while Oasis Petroleum (OAS) was downgraded to Outperform from Strong Buy. 3. REV Group (REVG) downgraded to Sell from Neutral at Goldman Sachs, while Caterpillar (CAT) and Granite Construction (GVA) were downgraded to Neutral from Buy. 4. PlayAGS (AGS) double downgraded to Underperform from Buy at BofA/Merrill, to Hold from Buy at Union Gaming and Deutsche Bank. 5. 3D Systems (DDD) downgraded to Underweight from Neutral at JPMorgan. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/09/19
BMOC
09/09/19
NO CHANGE
Target $12
BMOC
Outperform
REV Group price target lowered to $12 from $15.50 at BMO Capital
BMO Capital analyst Joel Tiss lowered his price target on REV Group to $12 after its Q3 earnings miss and a cut in FY19 guidance. The analyst notes that the company's issues around labor and production inefficiencies continued during the quarter, while the overall RV market was softer than anticipated with wholesale deliveries weaker than retail sales. Tiss still keeps his Outperform rating on REV Group stock longer term, stating that the fundamental demand in the company's Fire & Emergency and Commercial markets remains solid while its backlog offers some visibility for next year and beyond.
SEE Sealed Air
$41.83

-0.62 (-1.46%)

06/21/19
BOFA
06/21/19
DOWNGRADE
Target $46
BOFA
Neutral
Sealed Air downgraded to Neutral after CFO termination at BofA/Merrill
BofA Merrill Lynch analyst George Staphos downgraded Sealed Air to Neutral from Buy after the company announced that its board terminated William Stiehl as Chief Financial Officer for cause relating to the process by which the company selected its independent audit firm. The stock's multiples might be compressed until the SEC investigation concludes and investors might discount some elements of the company's guidance following a challenging Q1 until there greater visibility and because there will be a new CFO in place, said Staphos, who also has concerns about the potential distraction from the executive change. Given the uncertainties, Staphos lowered his price target on Sealed Air shares to $46 from $51.
06/21/19
06/21/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Carnival (CCL) downgraded to Equal Weight from Overweight at Barclays with analyst Felicia Hendrix saying the company's challenges in Europe, which could continue into next year, make it difficult to justify the sane Overweight rating that is on peers Royal Caribbean (RCL) and Norwegian Cruise Line (NCLH). 2. Caterpillar (CAT) downgraded to Underweight from Neutral at Atlantic Equities. 3. Grainger (GWW) downgraded to Underweight from Neutral at Atlantic Equities. 4. AnaptysBio (ANAB) downgraded to Neutral from Outperform at Credit Suisse and to Hold from Buy at Stifel. 5. Sealed Air (SEE) downgraded to Neutral from Buy at BofA/Merrill with analyst George Staphos citing the company's announcement that its board terminated William Stiehl as Chief Financial Officer for cause relating to the process by which the company selected its independent audit firm. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/15/19
KEYB
07/15/19
DOWNGRADE
Target $39
KEYB
Underweight
Sealed Air downgraded to Underweight from Sector Weight at KeyBanc
KeyBanc analyst Adam Josephson downgraded Sealed Air to Underweight from Sector Weight with a $39 price target.
07/15/19
07/15/19
DOWNGRADE
Target $39

Underweight
Sealed Air downgraded to Underweight on demand weakness at KeyBanc
As previously reported, KeyBanc analyst Adam Josephson downgraded Sealed Air to Underweight from Sector Weight, with a $39 price target. The analyst cited his concerns about the company's weak volume trends, levered balance sheet, the recent termination of its CFO, and its large restructuring program. With the shares trading at a 2019 free cash flow yield on market cap below 4% and an EV/adjusted EBITDA multiple of about 11-times, the analyst does not think investors are being appropriately compensated for the risks.
STLD Steel Dynamics
$30.54

-0.24 (-0.78%)

08/26/19
LBOW
08/26/19
DOWNGRADE
LBOW
Neutral
Steel Dynamics downgraded to Neutral from Buy at Longbow
Longbow analyst Christopher Olin downgraded Steel Dynamics to Neutral from Buy without a price target. The analyst says his confidence in the Steel Mill segment's ability to meet or beat expectations in the second half of 2019 is eroding. Recent checks with steel distributors revealed a reversal in underlying market sentiment, Olin tells investors in a research note. As such, the analyst sees "lost pricing momentum" for Steel Dynamics.
08/26/19
08/26/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Foot Locker (FL) downgraded to Neutral from Outperform at Baird and to Neutral from Positive at Susquehanna. 2. Steel Dynamics (STLD) downgraded to Neutral from Buy at Longbow with analyst Christopher Olin saying his confidence in the Steel Mill segment's ability to meet or beat expectations in the second half of 2019 is eroding. 3. Abraxas Petroleum (AXAS) downgraded to Neutral from Buy at Ladenburg with analyst Michael Schmitz saying reduced estimated free cash flow resulting from lower projected commodity prices, combined with uncertainty resulting from the escalation of the trade war, will be additional headwinds for the Exploration and Production group. 4. Elanco (ELAN) downgraded to Neutral from Buy at BofA/Merrill with analyst Michael Ryskin saying while the acquisition of Bayer's (BAYRY) Animal Health business could turn out positive in the longer term, there is too much uncertainty in the near-term, including which parts of the portfolio will be divested due to antitrust issues. 5. Cree (CREE) downgraded to Underweight from Neutral at Piper Jaffray with analyst Harsh Kumar reducing his estimates reducing to reflect broader weakness in the LED market and the impact of Huawei on the Cree's Wolfspeed 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.
09/05/19
BMOC
09/05/19
DOWNGRADE
BMOC
Market Perform
Steel Dynamics downgraded to Market Perform from Outperform at BMO Capital
09/05/19
BMOC
09/05/19
DOWNGRADE
Target $30
BMOC
Market Perform
Steel Dynamics downgraded to Market Perform from Outperform at BMO Capital
BMO Capital analyst David Gagliano downgraded Steel Dynamics (STLD) to Market Perform from Outperform and lowered his price target for the shares to $30 from $40. The analyst, who still believes shares are undervalued on longer-term fair value estimates, finds the stock's risk/reward more balanced in the near term. There is more downside risk versus upside potential to underlying spot prices into year end, and Steel Dynamics' near-term company-specific catalysts are limited, Gagliano tells investors in a research note. He believes the company, between now and 2022, is more exposed to near-term spot steel pricing volatility. Gagliano coupled the downgrade of Steel Dynamics with an upgrade of Arch Coal (ARCH) to Outperform from Market Perform.
AA Alcoa
$21.82

0.57 (2.68%)

07/19/19
07/19/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. SAP (SAP) downgraded to Hold from Buy at Deutsche Bank with analyst Alex Tout saying he believes the company's momentum in Q2 fell short of what was needed for the shares to re-rate higher. 2. Alcoa (AA) downgraded to Hold from Buy at Argus and Jefferies. 3. Paycom (PAYC) downgraded to Hold from Buy at Jefferies with analyst Samad Samana citing valuation. 4. Michaels (MIK) downgraded to Underperform from Neutral at BofA/Merrill with analyst Elizabeth Suzuki citing a U.S. arts and crafts consumer survey that she said gave some color on why the company's same-store sales growth has been "lackluster. 5. News Corp. (NWSA) downgraded to Underweight from Neutral at JPMorgan with analyst Alexia Quadrani saying while the stock may appear attractively valued, she has little conviction in forward estimates. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/11/19
FBCO
09/11/19
UPGRADE
FBCO
Outperform
Alcoa upgraded to Outperform from Neutral at Credit Suisse
09/11/19
FBCO
09/11/19
UPGRADE
Target $27
FBCO
Outperform
Credit Suisse upgrades Alcoa to Outperform on expected alumina recovery
Credit Suisse analyst Curt Woodworth upgraded Alcoa to Outperform from Neutral and raised his price target for the shares to $27 from $26. The analyst expects alumina prices to recover on "significant" capacity cuts in China, an end to inventory destocking, and the Alpart shutdown. Further, Alcoa's restructuring efforts should also drive "material tailwinds" to its mid-cycle free cash flow starting early 2020, Woodworth tells investors in a research note. He believes Alcoa shares appear "significantly undervalued on most metrics."
09/11/19
09/11/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Micron (MU) upgraded to Buy from Neutral at Longbow with analyst Nikolay Todorov saying his channel checks indicate upside in shipments and improving DRAM and NAND pricing fundamentals. 2. Alliance Data (ADS) upgraded to Buy from Neutral at Goldman Sachs with analyst Ryan Nash saying after peaking at $310 in 2015, shares of Alliance Data are off 57% as the company has "battled a long list of issues," including credit normalization, lower recoveries and retailer struggles leading to slower growth. 3. Alcoa (AA) upgraded to Outperform from Neutral at Credit Suisse with analyst Curt Woodworth saying he expects alumina prices to recover on "significant" capacity cuts in China, an end to inventory destocking, and the Alpart shutdown. 4. Callaway Golf (ELY) upgraded to Outperform from Market Perform at Raymond James with analyst Joseph Altobello citing the firm's sum-of-the-parts base case valuation on Callaway's golf club, ball, apparel and gear business, the Jack Wolfskin business and Callaway's TopGolf investment. 5. Oshkosh (OSK) and Agco (AGCO) upgraded to Overweight from Neutral at JPMorgan. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
SNDR Schneider National
$22.50

-0.14 (-0.62%)

07/11/19
FBCO
07/11/19
DOWNGRADE
FBCO
Neutral
Schneider National downgraded to Neutral from Outperform at Credit Suisse
Credit Suisse analyst Allison Landry downgraded Schneider National to Neutral from Outperform saying that with a weakening demand backdrop, contract TL rates that are turning negative, and anecdotal evidence that suggests capacity remains relatively loose, she sees fairly meaningful risk to the second half of 2019 and 2020 EPS for the asset based truckers.
09/03/19
SBSH
09/03/19
UPGRADE
Target $23
SBSH
Buy
Schneider National upgraded to Buy from Neutral at Citi
Citi analyst Christian Wetherbee upgraded Schneider National to Buy from Neutral and raised his price target for the shares to $23 from $22. The analyst says he's becoming more constructive on the s full truckload sector saying fundamentals are bottoming after a disappointing year of volume and pricing declines. Within transportation, the truckload sector is earliest in the cycle to work with shares typically outperforming as the second derivative in freight volume and pricing turns positive and estimates are cut, Wetherbee tells investors in a research note. The analyst adds that his data suggest trends are stabilizing as opposed to worsening.
09/03/19
SBSH
09/03/19
UPGRADE
Target $40
SBSH
Buy
Werner upgraded to Buy from Neutral at Citi
Citi analyst Christian Wetherbee upgraded Werner (WERN) to Buy from Neutral and raised his price target for the shares to $40 from $32. The analyst says he's becoming more constructive on the s full truckload sector saying fundamentals are bottoming after a disappointing year of volume and pricing declines. Within transportation, the truckload sector is earliest in the cycle to work with shares typically outperforming as the second derivative in freight volume and pricing turns positive and estimates are cut, Wetherbee tells investors in a research note. The analyst adds that his data suggest trends are stabilizing as opposed to worsening. Wetherbee this morning also upgraded Schneider National (SNDR) to Buy from Neutral and kept a Buy rating on Knight-Swift Transportation (KNX).
09/05/19
SUSQ
09/05/19
INITIATION
Target $23
SUSQ
Positive
Schneider National initiated with a Positive at Susquehanna
Susquehanna analyst Bascome Majors initiated Schneider National with a Positive rating. The analyst cited its closing of loss-leading Final Mile transport, expectations for a return to capital deployment, and ultimately the potential return to stock buybacks. Majors has a $23 price target on Schneider National shares.
SAH Sonic Automotive
$31.49

-0.76 (-2.36%)

08/15/19
BOFA
08/15/19
DOWNGRADE
BOFA
Neutral
Sonic Automotive downgraded to Neutral from Buy at BofA/Merrill
08/15/19
BOFA
08/15/19
DOWNGRADE
Target $29
BOFA
Neutral
Sonic Automotive downgraded to Neutral from Buy at BofA/Merrill
BofA/Merrill analyst John Murphy downgraded Sonic Automotive to Neutral from Buy while raising his price target for the shares to $29 from $26. The analyst cites valuation for the downgrade following the recent rally in the shares. He now sees see more upside potential in other dealer stocks.
09/10/19
JPMS
09/10/19
UPGRADE
Target $30
JPMS
Neutral
Sonic Automotive upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Rajat Gupta upgraded Sonic Automotive to Neutral from Underweight and raised his price target for the shares to $30 from $23.
09/10/19
JPMS
09/10/19
UPGRADE
Target $30
JPMS
Neutral
JPMorgan upgrades Sonic Automotive to Neutral, boosts target to $30
JPMorgan analyst Rajat Gupta upgraded Sonic Automotive to Neutral from Underweight and raised his price target for the shares to $30 from $23. The analyst has "increased comfort" around improving EchoPark execution and profitability, as well as "lesser concerns" around relative growth in the company's traditional franchise business versus peers. Continued momentum in EchoPark profitability and strength in Parts & Services are likely to drive upward earnings revisions for Sonic Automotive's "for the time being," Gupta tells investors in a research note. However, he believes this is appropriately reflected in the company's current "premium "valuation.
IRBT iRobot
$64.55

0.56 (0.88%)

07/03/19
SBSH
07/03/19
NO CHANGE
SBSH
Spending trends favorable for Logitech, unfavorable for GoPro, says Citi
After surveying 75 retail and electronics stores in U.S. throughout June to inquire about promotions and sell-through, Citi analyst Asiya Merchant says spending trends are favorable for both Logitech (LOGI) and Corning (GLW) and unfavorable for GoPro (GPRO). Across categories, TVs stood out as the category most likely to be the top selling consumer electronics product and highest category to exceed sales expectations, while digital cameras are least likely to be a top seller and most likely to miss, Merchant tells investors in a research note. The analyst believes video gaming accessories trends are positive for Logitech while digital camera trends are negative for GoPro. The digital camera market is at historical lows, contends Merchant. The analyst keeps a Buy rating on Logitech shares with a $46 price target. She also lowered her price target for Neutral-rated iRobot (IRBT) to $95 from $100 to reflect the 25% tariff levied on robotic vacuums. Merchant adds that the survey yield "mixed" results for robotic vacuums.
07/24/19
PIPR
07/24/19
NO CHANGE
Target $75
PIPR
Neutral
iRobot price target lowered to $75 from $96 at Piper Jaffray
Piper Jaffray analyst Troy Jensen lowered his price target on iRobot shares to $75 from $96 after the company reported mixed Q2 results and lowered its 2019 revenue and earnings expectations, citing the 25% tariffs on Chinese-made products that have been put into effect by the U.S. iRobot has a robust product pipeline that will be a tailwind for revenue growth in 2020, but it will continue to be impacted by tariff costs until a China/U.S. trade settlement or until the company can shift more of its manufacturing, said Jensen, who keeps a Neutral rating on the stock.
08/22/19
JPMS
08/22/19
NO CHANGE
JPMS
Neutral
New Shark RVC could intensify iRobot's competitive environment, says JPMorgan
JPMorgan analyst Mark Strouse notes that Shark's website includes a soon-to-be-released robotic vacuum cleaner that includes many of the same features as iRobot's Roomba i7 series, at a significantly lower price. While the analyst awaits initial customer reviews of the new product, he believes the offering may weigh on sentiment for iRobot somewhat. Strouse believes it is likely the new product will be available in time for the key holiday season, presenting potential risk to iRobot's market share in the U.S. The analyst has a Neutral rating on iRobot's shares.
08/29/19
SIDC
08/29/19
UPGRADE
Target $83
SIDC
Buy
iRobot upgraded to Buy from Neutral at Sidoti
Sidoti analyst Frank Camma upgraded iRobot to Buy from Neutral and maintained an $83 price target saying valuation is "compelling. Camma believes tariff and competition concerns are overdone. He expects the company to produce some robotic vacuum cleaners in Malaysia by the end of the year, which should mitigate future tariff increases. Further, the analyst expects iRobot to face additional competition, but said the company spends aggressively on R&D, selling, and marketing, which will allow it to maintain its lead in the category.
USX U.S. Xpress Enterprises
$5.21

0.05 (0.97%)

07/01/19
SPHN
07/01/19
DOWNGRADE
Target $26
SPHN
Equal Weight
Echo Global downgraded to Equal Weight from Overweight at Stephens
Stephens analyst Jack Atkins assumed coverage of the Truckload group and downgraded both Echo Global (ECHO) and U.S. Xpress Enterprises (USX) to Equal Weight from Overweight. On Echo, he continues to see significant long-term opportunity, but believes the stock could be range bound until investors have conviction that freight trends have started to improve. He set a $26 price target on Echo Global shares.
07/01/19
SPHN
07/01/19
DOWNGRADE
Target $8
SPHN
Equal Weight
U.S. Xpress Enterprises downgraded to Equal Weight from Overweight at Stephens
Stephens analyst Jack Atkins assumed coverage of the Truckload group and downgraded both U.S. Xpress Enterprises (USX) and Echo Global (ECHO) to Equal Weight from Overweight. While he called U.S. Xpress "the cheapest TL stock on our coverage list on a P/E basis," Atkins thinks the stock could be range bound, barring a near-term improvement in freight trends, until the company begins to execute on its operational improvements and cuts its debt. He set an $8 price target on U.S. Xpress shares.
07/12/19
BOFA
07/12/19
DOWNGRADE
BOFA
Neutral
U.S. Xpress Enterprises downgraded to Neutral from Buy at BofA/Merrill
07/12/19
BOFA
07/12/19
DOWNGRADE
BOFA
Neutral
BofA downgrades U.S. Xpress Enterprises to Neutral on lack of cost progress
As previously reported, BofA Merrill Lynch analyst Ken Hoexter downgraded U.S. Xpress Enterprises to Neutral from Buy, stating that the lack of progress on its cost goals since its IPO is concerning, particularly for its ability to manage through cycles. The company's pre-announced 97.5% adjusted operating ratio for Q2 represents "a notable deterioration" from Q1, noted Hoexter.
PRIM Primoris
$20.35

0.05 (0.25%)

02/06/19
KEYB
02/06/19
UPGRADE
KEYB
Overweight
Primoris upgraded to Overweight from Sector Weight at KeyBanc
02/06/19
02/06/19
UPGRADE
Target $28

Overweight
Primoris upgraded to Overweight on valuation at KeyBanc
As previously reported, KeyBanc analyst Tahira Afzal upgraded Primoris to Overweight from Sector Weight, with a $28 price target. The analyst cited its low relative valuation, which she thinks is unwarranted and likely to correct. Afzal gauges that current sentiment reflects a largely de-risked contribution from mega pipelines for Primoris in 2019 and sees an improving slate of opportunities in large energy capex and improving profitability in T&D as catalysts.
07/11/19
DADA
07/11/19
NO CHANGE
Target $30
DADA
Buy
DA Davidson reduces Q2 earnings estimate on Primoris due to Midwest weather
DA Davidson analyst Brent Thielman is lowering his Q2 EPS view on Primoris to 30c from 38c to reflect the impact of rain and flooding in the Midwest, which pose challenges to the company's Utilities & Distribution segment. The analyst also maintains his Buy rating and $30 price target on the shares, stating that he still sees active bookings opportunities and potential drivers of "meaningful earnings growth" to come in FY20, adding that Primoris is trading at "bargain" 13-times forward earnings multiple given those factors.
URI United Rentals
$126.23

3.81 (3.11%)

02/19/19
STPT
02/19/19
DOWNGRADE
STPT
Hold
United Rentals downgraded to Hold from Buy at Standpoint Research
04/01/19
OTRG
04/01/19
DOWNGRADE
OTRG
Mixed
United Rentals downgraded to Mixed from Positive at OTR Global
OTR Global downgraded United Rentals to Mixed from Positive following checks that indicate flattening utilization and growth.
06/28/19
UBSW
06/28/19
NO CHANGE
Target $170
UBSW
Buy
United Rentals shares undervalued barring severe recession, says UBS
Barring a severe recession, shares of United Rentals are undervalued as the company is significantly different now versus prior downturns, UBS analyst Steven Fisher tells investors in a research note. The analyst estimates that a "relatively mild" recession, akin to 2001/2002, could result in a 5%-10% decline in EBITDA, versus the ~20% decline in EBITDA United Rentals experienced in 2002. He believes such a decline is largely priced into United Rentals shares at current levels. The analyst keeps a Buy rating on United Rentals with a $170 price target.
09/11/19
SBSH
09/11/19
NO CHANGE
Target $160
SBSH
Buy
United Rentals added to Focus List at Citi
Citi analyst Timothy Thein added United Rentals to his firm's Focus List saying the stock offers a "compelling" risk/reward based on his $160 price target. United Rentals, which is now 30% off of its 52 week high, has become a less cyclical company since the last downturn, generates significant cash throughout the cycle, and has meaningfully improved its balance sheet, Thein tells investors in a research note. He believes this could help to reduce volatility in the stock over time. The analyst keeps a Buy rating on the shares.
TEX Terex
$27.67

0.42 (1.54%)

04/23/19
UBSW
04/23/19
DOWNGRADE
Target $37
UBSW
Neutral
Terex downgraded to Neutral from Buy at UBS
UBS analyst Steven Fisher downgraded Terex to Neutral from Buy and lowered his price target for the shares to $37 from $50. The company is entering the "later innings of self-help" and its non-residential markets are slowing, Fisher tells investors in a research note.
05/30/19
EVER
05/30/19
DOWNGRADE
Target $31
EVER
In Line
Terex downgraded to In Line from Outperform at Evercore ISI
Evercore ISI analyst David Raso downgraded Terex to In Line from Outperform and lowered his price target to $31 from $40.
05/31/19
EVER
05/31/19
DOWNGRADE
EVER
Evercore ISI downgrades four machinery stocks on trade war, commodity concerns
As previously reported, Evercore ISI analyst David Raso downgraded Terex (TEX), Oshkosh (OSK), Cummins (CMI) and Paccar (PCAR), all to In Line from Outperform. Of the "Big 5" headwinds he previously expected to underpin his machinery sector thesis, the base case for a U.S.-China trade resolution has now been lost and the expectation for commodity prices to swing from sharp declines to solid recovery in 2019 now looks "mixed to slightly negative," Raso tells investors in his sector note.
07/31/19
BMOC
07/31/19
NO CHANGE
Target $30
BMOC
Market Perform
Terex price target lowered to $30 from $35 at BMO Capital
BMO Capital analyst Joel Tiss lowered his price target on Terex to $30 and kept his Market Perform rating. The analyst warns that the company's AerialWork Platforms division is entering a weaker macro environment that is closer to a recessionary situation than currently assumed in consensus estimates.
DE Deere
$162.92

-0.6 (-0.37%)

08/15/19
08/15/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Slack Technologies (WORK) initiated with a Market Perform at Bernstein. 2. Agco (AGCO) initiated with an Overweight at Stephens, while Deere (DE) initiated with an Equal Weight, and Caterpillar (CAT) was initiated with an Underweight. 3. QuickLogic (QUIK) initiated with an Outperform at Oppenheimer. 4. ABM (ABM) initiated with a Market Perform at William Blair. 5. Charter (CHTR) initiated with a Hold at Benchmark. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
08/19/19
WELS
08/19/19
NO CHANGE
Target $170
WELS
Outperform
Deere price target lowered to $170 from $185 at Wells Fargo
Wells Fargo analyst Andrew Casey lowered his price target for Deere to $170 from $185 mainly on reduced valuation multiples due to recent USDA data that imply a less robust outlook for U.S. farmer row crop cash receipts. The analyst notes that the stock took the Q3 earnings miss and guidance cut in stride. He reiterates an Outperform rating on the shares.
08/19/19
FBCO
08/19/19
NO CHANGE
Target $197
FBCO
Outperform
Deere price target raised to $197 from $176 at Credit Suisse
Credit Suisse analyst Jamie Cook raised his price target for Deere to $197 from $176, while reiterating an Outperform rating on the shares despite the Q3 miss. The analyst believes expectations were sufficiently low heading into the print reflecting macro/trade war uncertainty, commodity prices and unfavorable weather which delayed planting. Furthermore, despite concerns on the C&F business, Cook believes visibility remains good, extended through Q4. The analyst also expects OCF to continue to be strong, which he believes Deere will continue to prioritize toward organic growth, dividends and share repurchase.

TODAY'S FREE FLY STORIES

PG

Procter & Gamble

$122.22

0.37 (0.30%)

, KO

Coca-Cola

$53.90

-0.62 (-1.14%)

08:17
09/21/19
09/21
08:17
09/21/19
08:17
Periodicals
Kellogg, Coca-Cola among staples stocks for dividends, Barron's says »

Consumer-staples stocks…

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%)

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

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CMCSA

Comcast

$46.36

-0.32 (-0.69%)

, CMCSK

Comcast

$0.00

(0.00%)

08:09
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09/21
08:09
09/21/19
08:09
Periodicals
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%)

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

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YUM

Yum! Brands

$112.31

-1.83 (-1.60%)

, MCD

McDonald's

$209.44

-1.12 (-0.53%)

08:05
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09/21
08:05
09/21/19
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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03/06/13
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03/06/13
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    Nov

SFTBF

SoftBank

$0.00

(0.00%)

, SFTBY

SoftBank

$0.00

(0.00%)

08:00
09/21/19
09/21
08:00
09/21/19
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%)

03/08/13
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REAL

RealReal

$17.00

0.21 (1.25%)

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

The RealReal is one of…

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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
07:48
09/21/19
07:48
Periodicals
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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    Oct

  • 06

    Nov

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    Nov

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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  • 23

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    Sep

  • 25

    Sep

  • 02

    Oct

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    Oct

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    Oct

  • 27

    Oct

  • 06

    Nov

  • 13

    Nov

UPS

UPS

$120.71

1.61 (1.35%)

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

Meetings to be held in…

03/08/13
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  • 23

    Sep

DIS

Disney

$132.18

-1.14 (-0.86%)

, T

AT&T

$37.92

0.78 (2.10%)

18:17
09/20/19
09/20
18:17
09/20/19
18:17
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%)

03/08/13
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03/06/13
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  • 23

    Oct

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    Oct

BA

Boeing

$379.33

-5.28 (-1.37%)

18:15
09/20/19
09/20
18:15
09/20/19
18:15
Periodicals
Icelandair reaches deal for Boeing to cover costs associated with 737, WSJ says »

Icelandair Group said it…

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  • 02

    Oct

MCF

Contango Oil & Gas

$1.71

-0.07 (-3.93%)

17:58
09/20/19
09/20
17:58
09/20/19
17:58
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
09/20/19
17:41
Hot Stocks
SPDR Gold Shares holdings rise to 894.15MT from 883.60MT »

This is the highest level…

03/08/13
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03/06/13
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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…

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

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AAPL

Apple

$217.69

-3.22 (-1.46%)

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

Apple has received U.S.…

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

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  • 30

    Oct

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%)

03/08/13
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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,…

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

    Sep

  • 24

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

03/08/13
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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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03/06/13
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03/06/13
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  • 01

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  • 12

    Nov

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…

03/08/13
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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…

03/08/13
Wedge Partners
03/08/13
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Citigroup
03/06/13
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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
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 02

    Oct

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    Oct

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