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MNST

Monster Beverage

$56.17

-1.57 (-2.72%)

, KDP

Keurig Dr Pepper

$27.77

0.6 (2.21%)

11:41
09/11/19
09/11
11:41
09/11/19
11:41

A Shoc as incremental headwind for Monster Beverage, says Evercore ISI

Evercore ISI analyst Robert Ottenstein notes that Keurig Dr Pepper (KDP) has launched Adrenaline Shoc in key markets. The analyst is incrementally more positive on Keurig Dr Pepper and continues to be cautious on Monster Beverage (MNST), although he acknowledges that valuation is getting "interesting." Ottenstein also sees vulnerability across Monster's energy portfolio, especially the Ultra line, as well as Red Bull Editions. As A Shoc ramps up national distribution in the second half of 2019, renewed competitive concerns for Monster could get investors back on the side-lines, he contends.

MNST

Monster Beverage

$56.17

-1.57 (-2.72%)

KDP

Keurig Dr Pepper

$27.77

0.6 (2.21%)

  • 01

    Oct

MNST Monster Beverage
$56.17

-1.57 (-2.72%)

06/04/19
STFL
06/04/19
NO CHANGE
Target $71
STFL
Buy
Monster Beverage second half consensus view conservative, says Stifel
Stifel analyst Mark Astrachan raised his sales and EPS estimates for Monster Beverage slightly for the second half of the year based on his analysis of scanner data, which he said points to sales growth in Monster's legacy U.S. business accelerating beginning in mid-June to reflect more favorable comparisons and minimal cannibalization from the "strong" launch of Reign. He noted that Monster's U.S. sales excluding Reign have remained largely consistent since Reign's late March introduction and he thinks consensus second half sales growth expectations are conservative. Astrachan raised his price target on Monster shares to $71 from $69 and keeps a Buy rating on the stock.
06/10/19
GUGG
06/10/19
NO CHANGE
Target $74
GUGG
Buy
Guggenheim positve on Monster Beverage after analyst meeting
Guggenheim analyst Laurent Grandet said he came away from Monster Beverage's analyst meeting last week even more positive on the company's long-term prospects, telling investors that the event confirmed many of his sentiments about the current strength of the business as well as its longer-term margin expansion potential. He noted that the company said the REIGN performance energy brand launched in April is doing well and found comments about expansion into functional/healthier energy, alcohol, or even cannabis "especially interesting," Grandet stated. He keeps a Buy rating and $74 price target on Monster shares.
07/16/19
WELS
07/16/19
NO CHANGE
WELS
Wells says Nielsen restatement could be positive for Monster, tobacco stocks
Wells Fargo analyst Bonnie Herzog noted that Nielsen (NLSN) just announced that it will restate data to address serious issues with its calculation methodology in the convenience store channel related to projections it applied to independent c-stores. The restated data, to be released on August 20, is expected to improve cigarette and energy drink trends and she views this as a positive for tobacco stocks and Monster Beverage (MNST). Publicly traded companies in the tobacco space include Altria Group (MO), British American Tobacco (BTI) and Philip Morris (PM).
08/28/19
FBCO
08/28/19
NO CHANGE
Target $77
FBCO
Outperform
Monster Beverage moved to Top Pick at Credit Suisse
Credit Suisse analyst Kaumil Gajrawala reiterated an Outperform rating and $77 price target for Monster Beverage, and moved the stock to his Top Pick following price depreciation of 15% from July. Despite ongoing distribution gains, Bang's share has flattened at 8% since Reign launched and has even lost share in the most recent period, the analyst highlights. Further, Gajrawala forecasts the Monster business to grow topline 10% and EPS 14% this year, with 3-year CAGRs of 11% and 12%, respectively.
KDP Keurig Dr Pepper
$27.77

0.6 (2.21%)

06/04/19
MSCO
06/04/19
NO CHANGE
MSCO
Morgan Stanley suggests pair trade of long Coca-Cola, short Keurig Dr Pepper
Morgan Stanley analyst Dara Mohsenian is suggesting a pair trade of being Overweight Coca-Cola (KO) and Underweight Keurig Dr Pepper (KDP), citing his view that Coke has "much higher" growth potential and Keurig has "much greater" risk even though both stocks trade at similar 2021 EV/EBITDA valuations. Mohsenian contends this mispricing of two companies in the same sector is the greatest he has seen since December 2015 when he made a call to favor Estee Lauder (EL) over Coty (COTY), the analyst noted. Mohsenian has a $55 price target on shares of Coca-Cola and a $24 price target on Keurig.
06/17/19
BMOC
06/17/19
UPGRADE
Target $34
BMOC
Outperform
Keurig Dr Pepper upgraded to Outperform from Market Perform at BMO Capital
BMO Capital analyst Amit Sharma upgraded Keurig Dr Pepper to Outperform from Market Perform and raised his price target for the shares to $34 from $27. The company's "widening valuation discount" relative to non-alcoholic beverage peers has "become too large to ignore," Sharma tells investors in a research note. Further, the analyst sees "high visibility" into Keurig Dr Pepper's "superior," mid-teens, earnings growth outlook in the next three years.
06/17/19
06/17/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Keurig Dr Pepper (KDP) upgraded to Outperform from Market Perform at BMO Capital with analyst Amit Sharma upgraded stating he company's "widening valuation discount" relative to non-alcoholic beverage peers has "become too large to ignore." 2. Symantec (SYMC) upgraded to Buy from Neutral at Mizuho with analyst Gregg Moskowitz saying while the company's execution has been weak and its competition "remains fierce," the stock's risk/reward has "too attractive to ignore." 3. Corteva (CTVA) upgraded to Buy from Hold at Deutsche Bank with analyst David Begleiter stating he believes a rally in corn prices bodes well for a stronger 2020. 4. ReWalk Robotics (RWLK) upgraded to Buy from Neutral at H.C. Wainwright with analyst Swayampakula Ramakanth saying ReWalk has delivered on several key milestones, including ReStore receiving both EU and U.S. regulatory approvals, progress regarding ReWalk reimbursement with U.S. private payers, and financial health improvements via additional funding. 5. Mosaic (MOS) upgraded to Buy from Neutral at BofA/Merrill with analyst Steve Byrne saying shares are down due to a combination of earnings risks, uncertainty associated with Brazilian tailings dams, and a weaker pricing outlook for phosphate and potash, but he feels that the longer-term potential upside outweighs near-term risks. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/17/19
FBCO
07/17/19
INITIATION
Target $27
FBCO
Neutral
Keurig Dr Pepper initiated with a Neutral at Credit Suisse
Credit Suisse analyst Theo Brito started coverage of Keurig Dr Pepper with a Neutral rating and $27 price target. The analyst notes that skepticism around coffee business keeps him on the sidelines.

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DIS

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UAL

United Airlines

$91.37

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BAC

Bank of America

$30.12

0.44 (1.48%)

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TPR

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$25.16

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T

AT&T

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AAPL

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PHG

Philips

$47.79

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NBSE

NeuBase Therapeutics

$5.70

-0.04 (-0.70%)

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KDMN

Kadmon

$2.80

-0.015 (-0.53%)

17:18
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KDMN

Kadmon

$2.80

-0.015 (-0.53%)

17:18
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RTN

Raytheon

$198.82

1.22 (0.62%)

17:17
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