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SFTBY

SoftBank

$0.00

(0.00%)

, SFTBF

SoftBank

$0.00

(0.00%)

19:49
10/13/19
10/13
19:49
10/13/19
19:49

Fly Intel: Top five weekend stock stories

Catch up on the weekend's top five stories with this list compiled by The Fly: 1. SoftBank (SFTBY) has prepared a financing package that would give it control of WeWork (WE) and further sideline its founder Adam Neumann in exchange for relieving the shared-office startup's looming cash crunch, The Wall Street Journal's Maureen Farrell, Liz Hoffman and Eliot Brown reported, citing people familiar with the matter. 2. Elizabeth Warren is buying ads on Facebook (FB) that falsely claim Mark Zuckerberg has endorsed President Donald Trump, a ploy used to showcase that ads posted by politicians need to be fact-checked, Bloomberg's Siraj Datoo reported. The Democratic presidential candidate's campaign sponsored the posts that were blasted into the feeds of U.S. users of the social network, pushing back against Facebook's policy to exempt politicians' ads from its third-party fact-checking program, the author noted. 3. While Bed Bath & Beyond (BBBY) might offer some good bargains, its stock doesn't look like a bargain after soaring following the appointment of a new CEO, Ben Levisohn wrote in this week's edition of Barron's. Same-stores sales have dropped by more than 6% in the past two quarters, while revenue is expected to decline by 5.7% in fiscal 2020, the author noted, adding that for Bed Bath & Beyond to compete online with the likes of Amazon (AMZN), it also needs to lower its prices. But perhaps the biggest reason for caution is that Bed Bath & Beyond is not Target (TGT), Levisohn contended, pointed out that the stock may have gotten ahead of itself. 4. AT&T (T) subsidiary Warner Bros.' "Joker" earned $55M domestically in its sophomore weekend for a 10-day total of $192.7M and a massive global cume of $544M. The pic fell only 43% in North America, one of the lowest drops ever for a superhero or superhero-related movie. Audiences gave "Joker" a B+ CinemaScore, while Rotten Tomatoes rating stands at 69%. 5. Illinois Tool Works (ITW), Johnson & Johnson (JNJ), Nucor (NUE), Pentair (PNR), W.W. Grainger (GWW), Kellogg (K), Activision Blizzard (ATVI) and Take-Two Interactive (TTWO) saw positive mentions in this week's edition of Barron's.

SFTBY

SoftBank

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

WE

We Company

$0.00

(0.00%)

FB

Facebook

$184.20

4.02 (2.23%)

BBBY

Bed Bath & Beyond

$12.98

0.89 (7.36%)

AMZN

Amazon.com

$1,730.79

11.115 (0.65%)

TGT

Target

$111.86

1.29 (1.17%)

T

AT&T

$37.58

0.17 (0.45%)

ITW

Illinois Tool Works

$154.56

4.68 (3.12%)

JNJ

Johnson & Johnson

$131.35

2.32 (1.80%)

NUE

Nucor

$52.69

2.48 (4.94%)

PNR

Pentair

$37.33

1.215 (3.36%)

GWW

Grainger

$305.24

16.49 (5.71%)

K

Kellogg

$62.14

-0.27 (-0.43%)

ATVI

Activision Blizzard

$54.80

1.1 (2.05%)

TTWO

Take-Two

$122.42

0.02 (0.02%)

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SFTBY SoftBank
$0.00

(0.00%)

02/28/19
BTIG
02/28/19
NO CHANGE
Target $60
BTIG
Buy
SoftBank price target raised to $60 from $50 at BTIG
BTIG analyst Walter Piecyk raised his price target on SoftBank (SFTBY) to $60 and kept his Buy rating, citing his "better understanding" of the previously acquired ARM Holdings business which warrants a higher multiple. The analyst also sees a major catalyst coming in the "imminent decision" around Sprint (S) / T-Mobile (TMUS) deal, which could amount to additional $14 price target impact on Softbank shares.
07/08/19
WBLR
07/08/19
NO CHANGE
WBLR
Outperform
AeroVironment can take 'material' share in $15B market, says William Blair
AeroVironment (AVAV) can take "material" market share from the $15B per year satellite manufacturing industry as a supplier to Softbank (SFTBY), William Blair analyst Louie DiPalma tells investors in a research note after meeting with the head of Softbank's Advanced Technology Division, Ryuji Wakikawa. The analyst points out that Softbank in January 2018 formed a joint venture with AeroVironment called HAPSMobile to develop high-altitude, solar-powered drones for the purpose of providing next-generation Internet of Things connectivity. HAPSMobile now represents nearly 20% of AeroVironment's sales, DiPalma says. He affirms an Outperform rating on AeroVironment shares.
SFTBF SoftBank
$0.00

(0.00%)

12/12/18
RBCM
12/12/18
NO CHANGE
Target $230
RBCM
Outperform
Nvidia price target lowered to $230 from $260 at RBC Capital
RBC Capital analyst Mitch Steves lowered his price target on Nvidia (NVDA) to $230 after yesterday's report that Softbank (SFTBF) is exploring the sale of its stake in the company early next year. The analyst believes that in the near-term, the speculation is a negative since Softbank has "solid information on overall Data Center trends". Steves maintains his Outperform rating however, stating that a number of long-only investment managers have not participated in the run-up of the stock price. The analyst adds that Nvidia's long-term investment story around "AI/VR/AR/Autonomous" driving remains intact.
WE We Company
$0.00

(0.00%)

09/10/19
09/10/19
NO CHANGE

We Company IPO is 'full speed ahead,' CNBC reports
The initial public offering of We Company is moving "full speed ahead" despite reports of the valuation reductions, CNBC's David Faber reports, citing sources close to the situation.
FB Facebook
$184.20

4.02 (2.23%)

10/10/19
10/10/19
UPGRADE
Target $89

Outperform
Match Group upgraded to Outperform at Oppenheimer
As previously reported, Oppenheimer analyst Jason Helfstein upgraded Match Group (MTCH) to Outperform from Perform, with a price target of $89. The analyst notes that the stock is down 27% from its highs on an overall correction in momentum names, confusion surrounding a likely debt transfer as part ofthe spinoff from IAC (IAC) and concerns over the FTC lawsuit. Helfstein is now less concerned about competition from Facebook (FB) Dating, and highlights that 3P download data shows an acceleration in Tinder and localized offerings. Lastly, his survey work indicates that only 44% of U.S. singles are currently using an online dating product, suggesting material growth in overall usage.
09/30/19
JEFF
09/30/19
NO CHANGE
JEFF
Jefferies incrementally positive on Trade Desk, Snap after Ad Week
Coming out of the Ad Week conference, Jefferies analyst Brent Thill continues to favor Facebook (FB) and Alphabet (GOOGL) in digital advertising, but the analyst is also incrementally positive on Trade Desk (TTD) and Snap (SNAP). Trade Desk is a direct beneficiary of the shift to emerging ad formats like connected TV and podcasts, which are "highly engaging and still relatively untapped," Thill tells investors in a research note. And while Instagram Stories remains the best format to reach younger users, Snap and Tik Tok are gaining traction and were among the most widely attended sessions, adds the analyst. In addition, Thill was surprised that Amazon.com (AMZN) did not have much presence at the conference.
10/09/19
DBAB
10/09/19
NO CHANGE
Target $230
DBAB
Buy
Facebook estimates and price target lowered at Deutsche Bank
Deutsche Bank analyst Lloyd Walmsley expects "solid" Q3 results from Facebook, but sees consensus estimates "migrating lower" following the print on early 2020 operating expenditure guidance. Once the reset occurs, the story looks good for 2020, with Instagram Checkout set to expand in participants and add features, ramping monetization in the Instagram Explore, and continued resurgence in core Facebook ad spend, Walmsley tells investors in a pre-earnings research note. He lowered his 2020 earnings per share estimate for Facebook to $9.45 from $9.81, and price target for $230 from $235, while keeping a Buy rating on the shares.
10/07/19
DBAB
10/07/19
UPGRADE
Target $91
DBAB
Buy
Deutsche upgrades Match Group to Buy on 'untarnished' fundamentals
Deutsche Bank analyst Kunal Madhukar upgraded Match Group (MTCH) to Buy from Hold with a price target of $91, down from $93. Despite a "strong" quarter and guidance raise, Match shares have been sinking since the company reported Q2 results, Madhukar tells investors in a research note. The analyst, while admitting there is potential for near-term trading dislocation and the specter of increased supply once IAC (IAC) decides to spin off Match, believes the stock has overacted to the downside from the launch of Facebook (FB) Dating and the Federal Trade Commission lawsuit against Match.com. Match Group's business fundamentals "remain untarnished," and if anything, are stronger after Tinder began offering consumers more payment choice on Android, Madhukar contends. Nomura Instinet this morning also upgraded Match Group. The stock in premarket trading is up 4%, or $3.17, to $77.60.
BBBY Bed Bath & Beyond
$12.98

0.89 (7.36%)

10/10/19
MSCO
10/10/19
NO CHANGE
Target $12
MSCO
Equal Weight
Bed Bath CEO hiring could prompt short squeeze, says Morgan Stanley
Morgan Stanley analyst Simeon Gutman said selecting Mark Tritton, formerly of Target (TGT), was "a high quality hire" for Bed Bath & Beyond (BBBY) and "a clear win" that could prompt the stock to squeeze above his unchanged $12 price target in the near-term. However, he thinks concerns will linger and while the bull case may come back into focus over the longer-term, the execution risk remains high. Gutman keeps an Equal Weight rating on Bed Bath & Beyond shares.
10/10/19
10/10/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Apple (AAPL) upgraded to Buy from Neutral at Longbow with analyst Shawn Harrison saying his contacts, who previously gave him initial conservative forecasts for up to a 10% year-over-year decline in iPhone production in the calendar third quarter, now see flat production in the period of Apple's fiscal fourth quarter. 2. Qorvo (QRVO) and Skyworks (SWKS) upgraded to Outperform from Market Perform at Cowen. 3. Allegheny Technologies (ATI) upgraded to Buy from Neutral at Goldman Sachs with analyst Matthew Korn saying Allegheny is one of few stocks in the sector with sales growth that does not depend on a commodity price recovery. 4. Bed Bath & Beyond (BBBY) upgraded to Outperform from Market Perform at Telsey Advisory. 5. Morgan Stanley (MS) upgraded to Buy from Hold at Sandler O'Neill with analyst Jeffery Harte citing 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.
10/08/19
MSCO
10/08/19
NO CHANGE
Target $12
MSCO
Equal Weight
Bed Bath margins to be 'artificially inflated' for a while, says Morgan Stanley
Morgan Stanley analyst Simeon Gutman noted that Bed Bath & Beyond took a $194M charge related to an inventory write-down in its Q2 GAAP results, which means future markdowns will be netted against this inventory reserve and will not show up as headwinds until the reserve has been exhausted. "In other words...gross margin should be artificially inflated - and not representative of the true level of markdowns in the business - over the next few quarters," said the analyst, who thinks the potential for better than expected headline gross margin performance could serve as a key catalyst for a stock that has greater than 50% short interest. However, he thinks investors should differentiate between Bed Bath's "core gross margin trajectory and artificial, inventory write-down related benefits," Gutman stated. He keeps an Equal Weight rating on Bed Bath shares with a $12 price target.
10/10/19
TLSY
10/10/19
UPGRADE
Target $16
TLSY
Outperform
Bed Bath & Beyond upgraded to Outperform from Market Perform at Telsey Advisory
Telsey Advisory analyst Cristina Fernandez upgraded Bed Bath & Beyond to Outperform from Market Perform with a price target of $16, up from $14.
AMZN Amazon.com
$1,730.79

11.115 (0.65%)

10/09/19
WELS
10/09/19
NO CHANGE
Target $80
WELS
Outperform
Cerner sees AWS deal as 'transformative' for company, clients, says Wells Fargo
After attending Cerner (CERN) user conference where a big theme was the AWS (AMZN) partnership announced back in July, Wells Fargo analyst Jamie Stockton notes that the company positioned this deal as transformative for Cerner and its clients. In one session, management mentioned in would take about three years to fully port Millennium over, but in another the company said the VA and DoD would not transition to AWS for a long time, he adds. The analyst has an Outperform rating and a $80 price target on Cerner's shares.
10/09/19
MSCO
10/09/19
NO CHANGE
MSCO
CIOs see continued pressure on IT budgets in 2020, says Morgan Stanley
Morgan Stanley analysts Katy Huberty, James Faucette and Keith Weiss noted that rising economic uncertainty has been reflected in the firm's past several CIO surveys, with 2019 overall IT budget growth expectations falling for 4 straight quarters. In keeping with that trend, 53% of the CIOs surveyed by the firm expect lower IT budget growth in 2020 and their composite initial read on 2020 IT spending calls for a 100 basis points growth deceleration, the firm's U.S. tech team stated in a note to investors. Among those surveyed, Amazon (AMZN) and Microsoft (MSFT) are seen as having taken over the lead in Artificial Intelligence and Machine Learning while IBM (IBM) "maintains strong mind share," the analysts said. The team continues to favor companies they see as well positioned for key secular trends with good valuation, such as Microsoft, Adobe (ADBE) and Salesforce (CRM), while they are more cautious on legacy players at risk of losing share as organizations move to the cloud, like Symantec (SYMC) and VMware (VMW).
10/08/19
PIPR
10/08/19
NO CHANGE
Target $2225
PIPR
Overweight
Piper teen survey shows increase in Amazon mindshare
Piper Jaffray's Fall survey of 9,500 teens showed an increase in Amazon mindshare, 52% from 50% in the Spring, and that Prime adoption, once again, increased, analyst Michael Olson tells investors in a research note. 78% of respondents indicated their family had a Prime membership versus 76% in the Spring of 2019 and 74% in Fall of 2018, says the analyst. Olson believes the survey indicates that the number of U.S. Prime households would be in the 88M range. This "massive scale is an ongoing competitive differentiator and will continue to make it difficult for competitors to gain significant traction," contends Olson. He reiterates an Overweight rating on Amazon shares with a $2,225 price target.
10/08/19
WOLF
10/08/19
INITIATION
Target $2234
WOLF
Outperform
Amazon.com assumed with an Outperform rating at Wolfe Research
Wolfe Research analyst Chris Bottiglieri assumed coverage of Amazon.com with an Outperform rating and $2,234 price target.
TGT Target
$111.86

1.29 (1.17%)

10/07/19
RAJA
10/07/19
INITIATION
RAJA
Strong Buy
Target initiated with a Strong Buy at Raymond James
10/07/19
RAJA
10/07/19
INITIATION
RAJA
Strong Buy
Target initiated with a Strong Buy at Raymond James
Raymond James analyst Matthew McClintock initiated Target (TGT) with a Strong Buy rating and $130 price target. In a research note titled 'Targeting the Retail Apocalypse Bears and Winning,' McClintock said that Target is "well positioned to take market share" from weaker retailers, and sees annual EPS growth of high-single-digit to 10% for the retailer going forward. The analyst also noted that Target, through its Shipt acquisition, has same day delivery, beating Amazon's (AMZN) next-day delivery.
10/01/19
BOFA
10/01/19
NO CHANGE
BOFA
Top 10 US Ideas for Q4 at BofA/Merrill
BofA/Merrill introduced the Top 10 US Ideas for Q4 2019. The list's seven Buys are Aramark (ARMK), Salesforce (CRM), Disney (DIS), Dover (DOV), New York Community Bancorp (NYCB), Raytheon (RTN), and Target (TGT). Underperform's are Floor & Decor (FND), Gap (GPS), and Terex (TEX).
10/08/19
10/08/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Target (TGT) initiated with a Strong Buy at Raymond James . 2. Tyler Technologies (TYL) initiated with an Outperform rating at Oppenheimer. 3. Kirkland Lake Gold (KL) initiated with a Neutral rating at Credit Suisse. 4. Blackstone (BX) and BlackRock (BLK) initiated with a Market Perform at BMO Capital. 5. Floor & Decor (FND) initiated with a Strong Buy at Raymond James. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
T AT&T
$37.58

0.17 (0.45%)

09/18/19
DZBN
09/18/19
DOWNGRADE
Target $38
DZBN
Hold
AT&T downgraded to Hold from Buy at DZ Bank
DZ Bank analyst Matthias Volkert downgraded AT&T to Hold from Buy with a $38 price target.
10/04/19
NOMU
10/04/19
NO CHANGE
Target $43
NOMU
Buy
AT&T Q3 results to help stock move towards $43, says Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal expects AT&T's (T) Q3 results "to be more positive than not," and thus allow the stock to keep working toward his $43 target price. AT&T's reticence to match Verizon's (VZ) price cut implies confidence in wireless, while Elliott Management's activist stake may speed up the company's cost savings and asset sales, Kvaal tells investors in a pre-earnings research note. He keeps a Buy rating on AT&T shares.
09/27/19
JPMS
09/27/19
NO CHANGE
Target $425
JPMS
Overweight
JPMorgan reiterates Overweight on Netflix with stock down 12% in seven days
Netflix (NFLX) shares are down 27% since the Q2 earnings report, including down 12% over the past seven trading days, due to increased concern around Q3 net additions, especially in international markets, and heightened competition heading toward year-end and into 2020 from Disney+ (DIS), Apple TV+ (AAPL), and HBO Max (T), JPMorgan analyst Doug Anmuth tells investors in a research note. While the operating environment is changing, global disruption of linear TV is a "strong secular trend" that remains early stage in many international markets, and Netflix will remain a key beneficiary as more people cut the cord, says Anmuth. Further, the analyst believes Netflix has "significant advantages" around data and also its breadth and depth of content. In addition, the bar for Q3 has come down, says Anmuth, who keeps an Overweight rating on Netflix with a $425 price target.
10/07/19
RAJA
10/07/19
NO CHANGE
Target $40
RAJA
Outperform
AT&T price target raised to $40 from $35 at Raymond James
Raymond James analyst Frank Louthan reiterated an Outperform rating on AT&T and raised his price target to $40 from $35. Louthan, who adjusted his Q3 revenue and EBITDA estimates to $44.7B and $15.057B, respectively, from $45.6B and $15.125B as well as his Q3 wireless equipment and WarnerMedia revenue estimates to $4B and $8.2B, respectively, from $4.3B and $8.4B, tells investors in a research note that he expects lower upgrade rates to persist into the back half along with a more competitive film slate relative to what the 2018 box office presented. Additionally, the analyst says he thinks that AT&T can find "several billion" of cash cost to take out, if not more, by improving operational efficiencies. He expects a cost cutting plan to be in place when AT&T issues guidance after reporting Q4 results.
ITW Illinois Tool Works
$154.56

4.68 (3.12%)

07/10/19
DBAB
07/10/19
NO CHANGE
DBAB
Deutsche says buy Stanley, sell Illinois Tool Works and Parker-Hannifin into Q2
Deutsche Bank analyst Nicole DeBlase placed a "Catalyst Call" buy on Stanley Black & Decker (SWK) along with "Catalyst Call" sells on both Illinois Tool Works (ITW) and Parker-Hannifin (PH) into the Q2 reporting season. She believes expectations are low for Stanley going into the print but sees downside to estimates for Illinois Tool Works and Parker-Hannifin.
07/29/19
FBCO
07/29/19
NO CHANGE
Target $152
FBCO
Neutral
Illinois Tool Works price target raised to $152 from $124 at Credit Suisse
Credit Suisse analyst Jamie Cook raised his price target for Illinois Tool Works to $152 from $124 despite the company missing EPS estimates for the quarter and lowering the full-year guide for organic growth given a deceleration of demand across the portfolio. The analyst notes that Illinois Tool Works continues to post "strong decremental margins," and looks to see how it will perform in the back half of the year given identified tailwinds versus the first half. Cook reiterates a Neutral rating on the shares.
06/26/19
06/26/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. State Street (STT) downgraded to Neutral from Buy at UBS with analyst Brennan Hawken saying he has "very little confidence" in when the company will be able to get past the headwinds it is facing. 2. Allergan (AGN) downgraded to Neutral from Buy at Mizuho with analyst Irina Koffler saying she views the AbbVie (ABBV) deal as "a hard-fought and timely exit" for shareholders, citing her concerns about the weakness in Allergan's aesthetics portfolio and the company's growth challenges. 3. Kinder Morgan (KMI) downgraded to Market Perform from Outperform at Raymond James with analyst Justin Jenkins saying shares are up approximately 35% year-to-date and trade at an above-peer multiple despite a mixed outlook for the asset portfolio. 4. Papa John's (PZZA) downgraded to Neutral from Buy at Kalinowski. 5. Illinois Tool Works (ITW) downgraded to Sell from Neutral at Northcoast with the firm's analyst citing concentrated Automotive exposure. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/23/19
GSCO
09/23/19
DOWNGRADE
Target $144
GSCO
Sell
Illinois Tool Works downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Joe Ritchie downgraded Illinois Tool Works (ITW) to Sell from Neutral and lowered his price target for the shares to $144 from $147. Given the company's "deteriorating fundamentals," there is downside risk to consensus estimates and its valuation premium relative to Large Cap Defensive peers "appears too high," Ritchie tells investors in a research note. The analyst believes growth in all of Illinois Tool Works' segments could turn negative in Q4 while the return to greater than 2% growth in 2020 "could prove optimistic." Further, after years of transforming the cost structure and driving meaningful margin expansion, the company "has less levers to pull to expand margins," says Ritchie. The analyst continues to view Honeywell (HON) as the best Large Cap Defensive to own.
JNJ Johnson & Johnson
$131.35

2.32 (1.80%)

10/11/19
BERN
10/11/19
UPGRADE
Target $155
BERN
Outperform
Bernstein upgrades 'historically cheap' Johnson & Johnson to Outperform
Bernstein analyst Lee Hambright upgraded Johnson & Johnson to Outperform from Market Perform with a price target of $155, up from $148. The shares in premarket trading are up $1.94, or 1.5%, to $131. The stock is "historically cheap," currently trading at a 17% discount to its sum-of-the-parts and a 13% discount to the S&P 500 Index, Hambright tells investors in a research note. The analyst, who believes J&J will resolve its legal liability for $10B-$12B, says the shares reflect a worst case scenario with $50B of liabilities being priced in. Following discussions with legal experts, Hambright has a "hard time seeing the worst-case scenarios playing out." The analyst estimates Johnson & Johnson faces about $5B of liability for opioids, another $5B for talc, and $800M for Risperdal.
10/11/19
BERN
10/11/19
UPGRADE
BERN
Outperform
Johnson & Johnson upgraded to Outperform from Market Perform at Bernstein
08/27/19
FBCO
08/27/19
NO CHANGE
Target $156
FBCO
Outperform
Opioid ruling reduces uncertainty, helps J&J move higher, says Credit Suisse
Credit Suisse analyst Matt Miksic notes that Johnson & Johnson appeared to react favorably to Oklahoma opioid ruling, due in part, to the $572M penalty being substantially lower than the $17B sought by State prosecutors. The analyst believes the decision helped reduce the range of uncertainty related to the potential opioid-related liability Johnson & Johnson could face, specifically in Oklahoma, if not across the U.S. more broadly. Miksic reiterates an Outperform rating and $156 target on the shares.
10/02/19
WELS
10/02/19
NO CHANGE
WELS
Outperform
J&J Ohio settlements suggest 'manageable' liability, says Wells Fargo
Wells Fargo analyst Larry Biegelsen notes that Johnson & Johnson has announced a settlement agreement with the Ohio counties of Cuyahoga and Summit that resolves all of the counties' claims with no admission of liability and removes the company from the federal trial scheduled to begin October 21, 2019 for a total of $20.4M. The analyst notes that after applying the total settlement amount to the populations of Cuyahoga and Summit counties and that to the total U.S. population of 327M, he arrives at a total settlement amount of $3.7B, which is well below his expected total settlement amount of $10B-$15B. Importantly, Biegelsen expects any settlement amount to be paid over a period of many years which will make the potential payments more manageable for Johnson & Johnson. He has an Outperform rating on the shares.
NUE Nucor
$52.69

2.48 (4.94%)

06/26/19
JEFF
06/26/19
NO CHANGE
JEFF
Nucor flat rolled price increase likely to help sentiment, says Jefferies
After Nucor (NUE) announced a $40/t flat rolled price increase yesterday, which was the first increase since February, Jefferies analyst Martin Englert said he thinks peers are likely to follow. While the increase may not immediately raise prices, it is a move in the right direction that aids more positive sector sentiment, Englert tell investors. The analyst, who advises investors to increase exposure to steel stocks, names Nucor, Steel Dynamics (STLD), Cleveland-Cliffs (CLF) and Commercial Metals (CMC) as his top U.S. picks Other publicly traded companies in the steel space include AK Steel (AKS), ArcelorMittal (MT), TimkenSteel (TMST) and U.S. Steel (X).
09/23/19
JPMS
09/23/19
DOWNGRADE
JPMS
Underweight
JPMorgan double downgrades AK Steel, cuts U.S. Steel on flattish price outlook
JPMorgan analyst Michael Gambardella earlier today lowered his estimates and price targets for the steel companies to reflect a "more flattish" steel price environment. The analyst also double downgraded AK Steel (AKS) to Underweight from Overweight and downgraded U.S. Steel (X) to Neutral Overweight. He removed U.S. Steel from his firm's Analyst Focus List. The U.S. steel stocks and steel prices have been under pressure this year, which is largely due to concerns about supply additions planned for the next several years, continued uncertainty surrounding trade, and some softening in demand, Gambardella tells investors in a research note. Further, after a brief rebound, steel and scrap prices are now heading lower, adds the analyst. He kept Overweight ratings on Commercial Metals (CMC), Nucor (NUE), Steel Dynamics (STLD), and Stelco Holdings (STZHF).
05/31/19
BOFA
05/31/19
DOWNGRADE
Target $50
BOFA
Underperform
Nucor downgraded to Underperform from Buy at BofA/Merrill
BofA Merrill Lynch analyst Timna Tanners double downgraded Nucor, to Underperform from Buy, to incorporate a lower near-term forecast for prices, especially for sheet and rebar, and a lower 2021-2022 forecast given expectations for a looming glut in steel. Nucor produces three of the products that Tanners thinks will be most hurt by new supply: sheet, rebar, and plate. The analyst lowered the price target on Nucor shares to $50 from $68.
05/31/19
05/31/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Mallinckrodt (MNK) downgraded to Neutral from Overweight at Piper Jaffray with analyst David Amsellem stating last week's developments regarding Acthar in the Medicaid setting, along with as much as a $600M Centers for Medicare & Medicaid Services-related liability, "essentially blew" his prior investment thesis to "smithereens." 2. Nucor (NUE) downgraded to Underperform from Buy at BofA/Merrill with analyst Timna Tanners incorporating a lower near-term forecast for prices, especially for sheet and rebar, and a lower 2021-2022 forecast given expectations for a looming glut in steel. 3. J.Jill (JILL) downgraded to Hold from Buy at Deutsche Bank with analyst Lorraine Hutchinson stating that she expects the stock's multiple to contract due to the company's slower growth. 4. Nutanix (NTNX) downgraded to Neutral from Overweight at Piper Jaffray with analyst Andrew Nowinski citing the company's "continued execution issues," which he attributes partially to increasing competition. 5. Zuora (ZUO) downgraded to Buy from Strong Buy at Needham with analyst Scott Berg saying that the stock could be "dead money" for the next 1-2 quarters, noting that the sales issues are more concerning than the product issues and may require a change in sales leadership. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
PNR Pentair
$37.33

1.215 (3.36%)

04/10/19
BMOC
04/10/19
NO CHANGE
Target $43
BMOC
Market Perform
Pentair price target lowered to $43 from $47 at BMO Capital
BMO Capital analyst R. Scott Graham lowered his price target on Pentair to $43 after the company cut its Q1 and 2019 guidance due to weather factors impacting its high-margin Aquatics segment, channel inventory excesses, and slowdown in other verticals. The analyst also keeps his Market Perform rating but maintains a positive view on the company's portfolio, margins, and free cash flow profiles, stating that the stock price decline after yesterday's guidance may be overdone.
04/18/19
BMOC
04/18/19
NO CHANGE
Target $39
BMOC
Pentair price target lowered to $39 from $43 at BMO Capital
BMO Capital analyst R. Scott Graham lowered his price target on Pentair to $39 and kept his Market Perform rating after its Q1 earnings miss and below-consensus outlook for Q2. The analyst notes that the company's Aquatic and Flow segments were impacted by the poor weather in Q1 as discussed in its negative pre-announcement, but the latest results also indicated weakness in its Filtration sales. Graham maintains his view that Pentair's prior organic sales guidance is "aggressive", lowering his expected FY19 and FY20 EPS outlook again by 5c and 8c to $2.25 and $2.45 respectively.
04/22/19
COWN
04/22/19
NO CHANGE
Target $45
COWN
Outperform
Pentair price target lowered to $45 from $52 at Cowen
Cowen analyst Joseph Giordano lowered his price target on Pentair to $45 from $52, saying a 20% down move after a 10% guidance cut largely driven by weather and related inventory was "disappointing and likely excessive." True momentum will take time now, but the setup into 2020 will likely be attractive with beatable comps, low expectations, and a discounted multiple, Giordano tells investors in a research note. He maintains an Outperform rating.
09/20/19
JEFF
09/20/19
INITIATION
Target $40
JEFF
Hold
Pentair initiated with a Hold at Jefferies
Jefferies analyst Saree Boroditsky initiated Pentair with a Hold rating and $40 price target, stating that while she is positive on the company's long-term outlook, she sees risk to 2019 earnings given headwinds in Aquatics and tough comparisons for Q4. However, she thinks these headwinds become tailwinds next year, leaving the unique pure-play water franchise set up for a more positive 2020.
GWW Grainger
$305.24

16.49 (5.71%)

06/21/19
ATLE
06/21/19
DOWNGRADE
Target $260
ATLE
Underweight
Grainger downgraded to Underweight from Neutral at Atlantic Equities
Atlantic Equities analyst Richard Radbourne downgraded Grainger to Underweight from Neutral and lowered his price target for the shares to $260 from $315.
05/17/19
GDHS
05/17/19
UPGRADE
GDHS
Hold
Grainger upgraded to Hold from Reduce at Gordon Haskett
Gordon Haskett analyst John Inch upgraded Grainger to Hold from Reduce saying EPG could provide near term stabilization.
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.
04/23/19
BMOC
04/23/19
NO CHANGE
Target $310
BMOC
Market Perform
Grainger price target lowered to $310 from $320 at BMO Capital
BMO Capital analyst R. Scott Graham lowered his price target on Grainger to $310 and kept his Market Perform rating, saying that while the company beat on Q1 earnings and affirmed FY19 guidance, the tone of the conference call was more "supportive of midpoint" of FY19 outlook and "perhaps a bit lower". The analyst cites slowing U.S. sales, potential peaking in pricing, and his expected flat operating margins for the rest of 2019. Graham also points to "poor" results from Grainger's Canada business and his expectations of business spending remaining "accelerated".
K Kellogg
$62.14

-0.27 (-0.43%)

09/06/19
09/06/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Kellogg (K) upgraded to Buy from Neutral at Goldman Sachs with analyst Jason English saying the stock is the "most compelling value left in snacks" and has a visible path to accelerating its organic sales growth and growing its margins. 2. DocuSign (DOCU) upgraded to Outperform from Neutral at Wedbush with analyst Daniel Ives saying the company returned to its "usual beat and raise story," proving last quarter was a "small blip on the radar." 3. Agco (AGCO) upgraded to Buy from Hold at Stifel with analyst Stanley Elliott saying after raveling with management, the analyst is "more encouraged" with the company's margin and market share initiatives. 4. Navistar (NAV) upgraded to Neutral from Sell at Goldman Sachs with analyst Jerry Revich saying he has a positive view of management's "newly cautious" view on 2020 truck demand and he believes freight rates appear to have stabilized. 5. Cheesecake Factory (CAKE) upgraded to Outperform from Market Perform at Wells Fargo with analyst Jon Tower saying the recently announced acquisition of Fox Restaurant Concepts not only transforms the company's growth profile, but also diversifies its real estate footprint and leverages its existing infrastructure, human capital and purchasing scale. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/06/19
GSCO
09/06/19
UPGRADE
Target $72
GSCO
Buy
Kellogg upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Jason English upgraded Kellogg to Buy and raised his price target to $72 from $58, saying the stock is the "most compelling value left in snacks" and has a visible path to accelerating its organic sales growth and growing its margins. The analyst cites the recent changes at the company sustaining its faster growth rate, including Kellogg divesting its cookie, fruit snack, pie crust and ice cream cone business as well as benefiting from rising enthusiasm from recent entrants in the "meat alternative" space.
08/02/19
GUGG
08/02/19
NO CHANGE
Target $65
GUGG
Neutral
Kellogg price target raised to $65 from $55 at Guggenheim
Guggenheim analyst Laurent Grandet said he was encouraged by Kellogg's improved sales growth momentum in the quarter. He raised his EPS estimates for FY19-FY21 following the report and increased his price target on Kellogg shares to $65 from $55, but keeps a Neutral rating on the stock as he thinks most of the upside is now priced in given the stock's positive reaction.
08/01/19
PIVT
08/01/19
NO CHANGE
Target $62
PIVT
Hold
Kellogg reported 'low-quality beat,' says Pivotal Research
Pivotal Research analyst Timothy Ramey said Kellogg reported a "low-quality beat" in Q2 and he doesn't see a reason "to get too bullish yet." While it was encouraging to see organic sales grow, the impacts of its divested businesses will be "quite fierce" though the second of quarter of 2020 and he does not see a path to growth until then, Ramey tells investors. He trimmed his estimates for both 2019 and 2020 and keeps a Hold rating on Kellogg shares with an unchanged price target of $62.
ATVI Activision Blizzard
$54.80

1.1 (2.05%)

10/11/19
RHCO
10/11/19
NO CHANGE
Target $59
RHCO
Buy
Activision Blizzard price target raised to $59 from $56 at SunTrust
SunTrust analyst Matthew Thornton says he expects "solid" Q3 reports from the video game companies, with Activision Blizzard (ATVI) having the most upside vs. consensus, driven by WoW and model EPS and revenue at 30c and $1.27B. The analyst raised his price target to $59 from $56 and maintains a Buy rating. He expects "at least" an in-line Q2 report from Electronic Arts (EA) and expects full-year guidance to be raised, though not likely to where the consensus is yet with half the fiscal year still to go. Thornton sees Take-Two's (TTWO) Q2 results to be slightly above the consensus, but sees initial Q3 guidance to be slightly below consensus, citing the company's "typical conservatism." He expects Take-Two to raise full-year guidance, though not likely to where the consensus is yet.
10/02/19
10/02/19
DOWNGRADE
Target $43

Underperform
Activision Blizzard downgraded to Underperform at Bernstein
As previously reported, Bernstein analyst Todd Juenger downgraded Activision Blizzard to Underperform from Market Perform as he cannot reconcile the current stock price with the company's risk-adjusted fundamentals. Furthermore, the analyst believes the market is "paying too much for the hope" this is the trough and things can only get better. Juenger raised his price target on the stock to $43 from $41.
10/03/19
KEYB
10/03/19
NO CHANGE
KEYB
KeyBanc views Activision Blizzard's Call of Duty: Mobile datapoints as positive
KeyBanc analyst Tyler Parker notes that according to Sensortower, Activivision's "Call of Duty: Mobile" has accumulated over $2M in spend and 20M downloads within the first few days of release. This is relatively in line or above other battle royale games, or mobile games that have stemmed from established IP on console, he contends. The analyst continues to believe that the game has significant potential as a premium mobile game experience, and views initial datapoints as positive relative to his expectations of $20M for Q4.
10/02/19
10/02/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Charles Schwab (SCHW), TD Ameritrade (AMTD), and E-Trade (ETFC) double-downgraded to Underweight from Overweight at Barclays. 2. Monster Beverage (MNST) downgraded to Neutral from Buy at Guggenheim with analyst Laurent Grandet citing his view that the stock will be range-bound until the market can better gauge the impact of the upcoming U.S. launch of Coca-Cola (KO) Energy, which is planned for January. 3. Vermilion Energy (VET) downgraded to Sector Perform from Outperform at National Bank. 4. Activision Blizzard (ATVI) downgraded to Underperform from Market Perform at Bernstein with analyst Todd Juenger saying he cannot reconcile the current stock price with the company's risk-adjusted fundamentals. 5. Louisiana-Pacific (LPX) downgraded to Neutral from Buy at Longbow with analyst Garik Shmois saying oriented strand board pricing hasn't accelerated as quickly as we previously anticipated. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
TTWO Take-Two
$122.42

0.02 (0.02%)

10/04/19
SPHN
10/04/19
NO CHANGE
Target $145
SPHN
Overweight
Stephens sees 'robust demand' for Take-Two's 'Red Dead 2' on PC
Stephens analyst Jeff Cohen reiterated an Overweight rating and $145 on Take-Two after the game maker's Rockstar unit confirmed that its popular game "Red Dead Redemption 2" will be coming to PC on November 5, exclusively on the developer's own PC launcher. Cohen said that with the release date for the port being confirmed, five months of "Red Dead" PC sales will be captured in fiscal 2020. He assumes in his model 2.5M units for the PC port in FY20, which "could wind up being conservative" as he had previously assumed the launch would come later in the quarter. The analyst said he continues to believe there is "robust demand" for the PC release and thinks that the release can also boost interest in "Red Dead Online" moving forward.
10/03/19
NOMU
10/03/19
INITIATION
Target $135
NOMU
Neutral
Take-Two initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst Andrew Marok started Take-Two Interactive Software with a Neutral rating and $135 price target. The analyst believes the company's company's success in recent releases "has been undeniable," and he likes its prospects for pipeline expansion. However, he finds Take-Two shares are fairly valued at current levels.
09/18/19
PIPR
09/18/19
NO CHANGE
Target $62
PIPR
Overweight
Activision Blizzard price target raised to $62 from $55 at Piper Jaffray
Piper Jaffray analyst Michael Olson raised his price target for Activision Blizzard (ATVI) to $62 from $55 saying he continues to view the company as the best positioned video game publisher into 2020. His ongoing confidence in Activision, even after the recent run-up in shares, is due to a "favorable catalyst path" into 2020. This began with the recent launch of World of Warcraft Classic and continues with multiple new or updated titles coming over the next four-to-five quarters, Olson tells investors in a research note. The analyst also keeps an Overweight rating on Activision Blizzard, Electronic Arts (EA) and Take-Two Interactive (TTWO).

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LLY

Eli Lilly

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AZN

AstraZeneca

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BA

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BBIO

BridgeBio

$28.26

0.55 (1.98%)

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Eidos Therapeutics

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Wells Fargo

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DIS

Disney

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-2.56 (-1.74%)

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MDT

Medtronic

$112.11

2.9 (2.66%)

09:27
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BR

Broadridge

$119.80

0.485 (0.41%)

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11/16/19
09:18
Periodicals
Broadridge a defensive name that can withstand slowdown, Barron's says »

Broadridge Financial…

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

See Street Research during your Free Trial

MCD

McDonald's

$193.95

-0.02 (-0.01%)

, MDT

Medtronic

$112.11

2.9 (2.66%)

09:07
11/16/19
11/16
09:07
11/16/19
09:07
Periodicals
Barron's suggests dividend stocks for retirement savers »

In this week's…

MCD

McDonald's

$193.95

-0.02 (-0.01%)

MDT

Medtronic

$112.11

2.9 (2.66%)

KO

Coca-Cola

$52.67

0.03 (0.06%)

PRU

Prudential

$93.61

0.82 (0.88%)

SYF

Synchrony

$37.05

0.34 (0.93%)

KEY

KeyCorp

$18.96

0.1 (0.53%)

T

AT&T

$39.49

0.53 (1.36%)

AMGN

Amgen

$220.84

2.29 (1.05%)

CSCO

Cisco

$45.10

0.18 (0.40%)

RCL

Royal Caribbean

$117.91

2.69 (2.33%)

MRK

Merck

$84.89

0.33 (0.39%)

JNJ

Johnson & Johnson

$134.97

3.99 (3.05%)

MSFT

Microsoft

$149.95

1.89 (1.28%)

JPM

JPMorgan

$129.51

0.83 (0.65%)

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

See Street Research during your Free Trial

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