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TSLA

Tesla

$254.93

-0.69 (-0.27%)

, MKSI

MKS Instruments

$94.65

-1.26 (-1.31%)

18:57
10/23/19
10/23
18:57
10/23/19
18:57

Fly Intel: After Hours Movers

UP AFTER EARNINGS: Tesla (TSLA) up 20.3%... MKS Instruments (MKSI) up 13.9%... Align Technology (ALGN) up 8.9%... F5 Networks (FFIV) up 8.8%... MagnaChip (MX) up 8.6%... PayPal (PYPL) up 7.8%... Lam Research (LRCX) up 6.6%... Varian Medical (VAR) up 6.5%... ServiceNow (NOW) up 6.4%... Spirit Airlines (SAVE) up 5.7%... SEI Investments (SEIC) up 5.6%... Edwards Lifesciences (EW) up 4.8%... PTC (PTC) up 4.7%... O'Reilly Auto (ORLY) up 4.4%... Biomarin (BMRN) up 4.3%... CostaMare (CMRE) up 2.5%... Sallie Mae (SLM) up 2.2%... Core Labs (CLB) up 2.2%... Agnico Eagle (AEM) up 1.7%... Microsoft (MSFT) up 0.5%. DOWN AFTER EARNINGS: Netgear (NTGR) down 11.0%... TechnipFMC (FTI) down 8.3%... eBay (EBAY) down 6.3%... Kraton (KRA) down 3.0%... Ford (F) down 2.4%... Martin Midstream (MMLP) down 2.2%... Xilinx (XLNX) down 1.8%... DHT Holdings (DHT) down 1.2%... Equifax (EFX) down 1.0%.

TSLA

Tesla

$254.93

-0.69 (-0.27%)

MKSI

MKS Instruments

$94.65

-1.26 (-1.31%)

ALGN

Align Technology

$217.25

3.62 (1.69%)

FFIV

F5 Networks

$138.33

-0.71 (-0.51%)

MX

MagnaChip

$11.97

-0.2 (-1.64%)

PYPL

PayPal

$96.55

-0.85 (-0.87%)

LRCX

Lam Research

$233.22

-1.69 (-0.72%)

VAR

Varian Medical

$117.42

2.83 (2.47%)

NOW

ServiceNow

$220.01

-8.25 (-3.61%)

SAVE

Spirit Airlines

$37.73

0.48 (1.29%)

SEIC

SEI Investments

$57.20

-0.21 (-0.37%)

EW

Edwards Lifesciences

$224.58

2.66 (1.20%)

PTC

PTC

$66.91

1.07 (1.63%)

ORLY

O'Reilly Automotive

$400.49

-0.08 (-0.02%)

BMRN

BioMarin

$69.07

1.34 (1.98%)

CMRE

Costamare

$7.31

0.25 (3.54%)

SLM

Sallie Mae

$9.06

0.005 (0.06%)

CLB

Core Laboratories

$43.80

1.525 (3.61%)

AEM

Agnico Eagle

$54.09

1.03 (1.94%)

MSFT

Microsoft

$137.23

0.84 (0.62%)

NTGR

Netgear

$30.63

-1.32 (-4.13%)

FTI

TechnipFMC

$23.40

-0.1 (-0.43%)

EBAY

eBay

$39.22

0.25 (0.64%)

KRA

Kraton

$21.47

-0.51 (-2.32%)

F

Ford

$9.20

0.14 (1.55%)

MMLP

Martin Midstream Partners

$4.42

-0.03 (-0.67%)

XLNX

Xilinx

$93.83

-2.18 (-2.27%)

DHT

DHT Holdings

$7.68

0.3 (4.07%)

EFX

Equifax

$139.06

-0.2 (-0.14%)

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TSLA Tesla
$254.93

-0.69 (-0.27%)

10/18/19
WEDB
10/18/19
NO CHANGE
Target $220
WEDB
Neutral
Tesla's deliviery guidance 'ambitious,' 'difficult task,' says Wedbush
Wedbush analyst Daniel Ives reiterated a Neutral rating and $220 price target on Tesla, saying he continues to be cautious on the story ahead of the company's Q3 results on October 23. In a research note to investors, Ives says that while the company did hit the target set back in July to sequentially increase the amount of vehicles delivered, he notes that it was only by about 1,700 units and that in order to hit its ambitious unit guidance of 360,000-400,000, the company will have to deliver about 105,000 vehicles in Q4, which he continues to view as a "difficult" task. Ives expects China will be a major focus of the company's conference call, as it remains a hot topic among the Street.
10/18/19
RBCM
10/18/19
NO CHANGE
Target $190
RBCM
Underperform
Tesla Q3 expectations elevated, says RBC Capital
RBC Capital analyst Joseph Spak is keeping his Underperform rating and $190 price target on Tesla ahead of its Q3 results. The analyst contends that rumors of the start of Model Y production before the previously expected late-2020 period suggests that the demand for Model 3's in the U.S. may be waning. Spak estimates that Model Y U.S. opportunity could be as high as 200K units, but warns that Model 3 may see cannibalization of 20% in the U.S. and 15% internationally from Model Y launch.
10/22/19
JMPS
10/22/19
NO CHANGE
JMPS
Market Perform
Tesla to post flat revenue in Q3, says JMP Securities
JMP Securities analyst Joseph Osha is keeping his Market Perform rating on Tesla ahead of its Q3 results tomorrow. The analyst notes that the company's reported production figures suggest that its revenue should be "almost exactly flat" sequentially and also show no major shift in product mix. Osha adds that the company has made some progress in bringing production more in line with shipments, which should result in greater cost absorption and a moderate increase in gross margin, but overall expects the investor focus to fall on Tesla's Q4 guidance.
10/22/19
ROTH
10/22/19
NO CHANGE
Target $224
ROTH
Neutral
Questions on competition remain for Tesla, says Roth Capital
Heading into Q3 earnings, Roth Capital analyst Craig Irwin says that shares of Tesla are trading at the top of the recent trading range on an optimistic assessment of competitive pressures. The Q3 deliveries number was a miss, so he thinks investors need to "carefully analyze pressures causing weakness." The China facility is a knock down, so Tesla can provide "nearly any capacity number it chooses," and deliveries in China are now the most likely enabler of Tesla meeting 2019 guidance. Irwin has a Neutral rating and $224 price target on the shares.
MKSI MKS Instruments
$94.65

-1.26 (-1.31%)

05/15/19
SUSQ
05/15/19
INITIATION
SUSQ
Positive
MKS Instruments initiated with a Positive at Susquehanna
Susquehanna analyst David Ryzhik initaited MKS Instruments with a Positive and $123 price target.
05/15/19
05/15/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Target Hospitality (TH) initiated with a Buy at Stifel. 2. Palomar (PLMR) initiated with an Outperform at William Blair. 3. MKS Instruments (MKSI) initiated with a Positive at Susquehanna. 4. Pinduoduo (PDD) initiated with a Buy at BofA/Merrill. 5. Four Corners Property Trust (FCPT) initiated with an Equal Weight at Barclays. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
09/23/19
SBSH
09/23/19
UPGRADE
Target $68
SBSH
Buy
Advanced Energy upgraded to Buy from Neutral at Citi
Citi analyst Atif Malik upgraded Advanced Energy Industries (AEIS) to Buy from Neutral and raised his price target for the shares to $68 from $55. The analyst is moving to a "more offensive" Semiconductor Capital Equipment stance as he believes the memory market is showing signs of recovery and that 5G logic investments are accelerating, which adds confidence to his 2020/2021 wafer-fab equipment recovery thesis. Malik's top equipment picks remain Lam Research (LRCX) and Applied Materials (AMAT). He upgraded Advanced Energy to Buy and moved MKS Instruments (MKSI) to his favorite SMID cap pick. The analyst also likes KLA-Tencor (KLAC), Teradyne (TER) and Advanced Energy on their "5G appeal."
10/01/19
KEYB
10/01/19
NO CHANGE
KEYB
KeyBanc makes four Semiconductor rating changes after trip to Asia
KeyBanc analyst Weston Twigg made four rating changes in the Semiconductors space after his quarterly trip to Asia revealed overall demand trends, while still weak, "are not getting worse." The analyst was encouraged to find inventories are beginning to normalize and that expectations are for normal seasonality in Q4. As a result, he upgraded Analog Devices (ADI), Microchip (MCHP), and NXP Semiconductors (NXPI) to Overweight from Sector Weight. Conversely, the China insourcing trends at Huawei and other manufacturers are accelerating faster than Twigg had expected, which results in his downgrade of Xilinx (XLNX) to Sector Weight from Overweight. The analyst also recommends building long-term positions in semi-cap and memory stocks like KLA-Tencor (KLAC), Teradyne (TER), Micron Technology (MU), MKS Instruments (MKSI), Entegris (ENTG), Applied Materials (AMAT) and Lam Research (LRCX). Lastly, Twigg says that initial demand for Apple's (AAPL) new iPhone "appears to be slightly worse than expected."
ALGN Align Technology
$217.25

3.62 (1.69%)

10/07/19
LEHM
10/07/19
NO CHANGE
Target $272
LEHM
Overweight
Barclays clear aligner survey positive for Align Technology
Barclays analyst Steve Valiquette views his clear aligner survey last week to gauge U.S. trends for Q3 as positive for Align Technology. Based on the survey, the analyst believes the U.S. volume outlook looks solid, and his Align Technology revenue growth assumptions of 21% in 2019 and 23% in 2020 are unchanged. Further, respondents indicated there was no notable Invisalign discounting program in Q3 beyond the normal volume-tier discounts, Valiquette tells investors in a research note. The analyst lowered his price target for Align Technology to $272 from $300 and keeps an Overweight rating on the shares.
10/07/19
STFL
10/07/19
NO CHANGE
Target $290
STFL
Buy
Align Technology shares oversold at current levels, says Stifel
Stifel analyst Jonathan Block, who initiated coverage of SmileDirectClub (SDC) with a Buy rating and $19 price target this morning, said in a separate note to investors that he continues to view Align Technology (ALGN) as his preferred name in the clear aligner space. While challenges, such as foreign exchange headwinds and China's macro issues, remain, EMEA has been strong for the company and he "likes what he sees so far" within his proprietary U.S. due diligence, Block tells investors. He views Align shares as oversold at current levels and expects "worst case fears" around Align's share losses to SmileDirect to ease in coming quarters, Block noted. He keeps a Buy rating on Align shares with a $290 price target.
10/17/19
STFL
10/17/19
NO CHANGE
Target $290
STFL
Buy
Align Technology survey results support positive stance, says Stifel
Stifel analyst Jonathan Block said his recent survey work on Align Technology has been favorable and supports his positive stance, with providers citing "solid" Invisalign momentum at their practices, "healthy" 2020 case volume expectations, and little incremental progress from competing traditional clear aligner offerings. His checks also detected some acknowledgement of incremental Invisalign case volume resulting from Align's increased sales force investments, noted Block, who keeps a Buy rating and $290 price target on Align shares.
10/23/19
NRCS
10/23/19
NO CHANGE
Target $299
NRCS
Buy
Northcoast analysis shows favorable utilization trends for Align's Invisalign
Northcoast analyst David Keiser says that despite a more competitive clear aligner market, his North American Invisalign doctor analysis suggests favorable utilization trends have continued. 13 additional Invisalign doctors in the analyst's sample size reached the four upper tiers of Align Technology's Invisalign Advantage Program, and he also saw a sequential increase of 85 Invisalign doctors in the Silver level of the Invisalign Advantage program. Keiser maintains a Q3 earnings per share estimate of $1.16 for Align Technology, which is 2c ahead of consensus. He reiterates a Buy rating on the shares with a $299 price target.
FFIV F5 Networks
$138.33

-0.71 (-0.51%)

09/10/19
PIPR
09/10/19
NO CHANGE
Target $166
PIPR
Overweight
VMware details on Avi deal positive for F5 Networks, says Piper Jaffray
Piper Jaffray analyst James Fish views the details in VMware's (VMW) quarterly filing last night around its completed Networks acquisition as positive for F5 Networks (FFIV). The analyst now believes, based on the purchase price, that Avi Networks was only capturing $20M of annual revenue compared to previous expectations of $50M-plus. The former standalone Avi threat appears to have admittedly been overblown, Fish tells investors in a research note. He sees bullish implications for F5 and keeps an Overweight rating on the shares.
09/10/19
EVER
09/10/19
INITIATION
Target $140
EVER
In Line
F5 Networks initiated with an In Line at Evercore ISI
Evercore ISI analyst Amit Daryanani initiated F5 Networks with an In Line rating and $140 price target.
09/10/19
EVER
09/10/19
INITIATION
Target $140
EVER
In Line
F5 Networks initiated with an In Line at Evercore ISI
Evercore ISI analyst Amit Daryanani initiated F5 Networks with an In Line rating and a price target of $140 as part of his broader research note on networking equipment. The analyst notes that the transition from the hardware to software model can be "difficult", but he also sees the company's "attractive" free cash flows limiting the potential downside in the stock.
09/18/19
MKMP
09/18/19
NO CHANGE
Target $51
MKMP
Buy
Ciena decline in sympathy with Corning a 'buying opportunity', says MKM Partners
MKM Partners analyst Michael Genovese kept his Buy rating and $51 price target on Ciena (CIEN), saying yesterday's 2% decline in its stock price coming in sympathy with the negative pre-announcement ant Corning (GLW) was misplaced and represents a "buying opportunity". The analyst notes that Corning has referenced lower Telco capital expenditure on cable deployments and "Fiber to the Home" projects, but states that Ciena has no exposure to that market. Genovese does warn however that Corning called out reduced Data Center fiber spending among some enterprise customers and sees that slowdown potentially impacting Cisco (CSCO), F5 Networks (FFIV), and Juniper (JNPR).
MX MagnaChip
$11.97

-0.2 (-1.64%)

PYPL PayPal
$96.55

-0.85 (-0.87%)

09/24/19
UBSW
09/24/19
NO CHANGE
Target $120
UBSW
Neutral
PayPal leads among P2P providers, app share remains stable, says UBS
UBS analyst Eric Wasserstrom is keeping his Neutral rating and $120 price target on PayPal as part of his broader research note into U.S. Payment Networks. The analyst states that his most recent UBS Evidence Lab Mobile Banking App Download data suggests that mobile payment apps continue to gain market share relative to the traditional banking apps, and within that category, remittance apps continue to lose share vs. P2P apps like Venmo. Wasserstrom adds that PayPal - while challenged by newer entrants like Square Cash - is still maintaining its leading position in P2P. The analyst maintains however that Venmo's contribution to PayPal's revenue and earnings is already reflected in the stock's premium multiple relative to its historical levels.
10/01/19
ADAM
10/01/19
NO CHANGE
Target $118
ADAM
Buy
PayPal payment processor deal beats card networks to China, says Canaccord
Canaccord analyst Joseph Vafi said Paypal's (PYPL) disclosure of its controlling stake in Chinese payment player GoPay has material strategic implications longer term. The analyst notes the deal allowed PayPal to beat both Visa (V) and Mastercard (MA) into the Chinese market and could be a conduit to drive meaningful cross-border payments volume allowing it to continue to sustain mid 20% payment volume for the next several years. Vafi reiterated his Buy rating and $118 price target on PayPal shares.
10/09/19
BTIG
10/09/19
NO CHANGE
Target $130
BTIG
Buy
BTIG lowers Q3 EPS view for PayPal after projected investment losses
BTIG analyst Mark Palmer lowers his Q3 EPS view on Paypal to 54c from 69c after the company disclosed an expected 15c impact in the quarter from unrealized losses in its strategic investment portfolio. The analyst is keeping his Buy rating and $130 price target on the stock however, citing the company's "differentiated assets" and "trusted brand" sustaining its leading position in digital payments.
10/10/19
NOMU
10/10/19
NO CHANGE
Target $139
NOMU
Buy
PayPal likely to sign more Chinese partnerships, says Nomura Instinet
On the heels of PayPal's recent GoPay acquisition, more partnerships with Chinese mobile payments players may be in the works, Nomura Instinet analyst Bill Carcache tells investors in a research note. The analyst believes the GoPay deal has raised the possibility of more "mutually beneficial partnerships" between PayPal and key players inside China's payments ecosystem. He keeps a Buy rating on the shares with a $139 price target.
LRCX Lam Research
$233.22

-1.69 (-0.72%)

09/18/19
NOMU
09/18/19
INITIATION
Target $216
NOMU
Neutral
Lam Research initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst David Wong started Lam Research with a Neutral rating and $216 price target. The analyst sees near-term uncertainty in the semiconductor equipment business environment.
09/19/19
WELS
09/19/19
NO CHANGE
Target $235
WELS
Market Perform
Lam Research price target raised to $235 from $230 at Wells Fargo
Wells Fargo analyst Joe Quatrochi raised his price target for Lam Research to $235 from $200, while reiterating a Market Perform rating on the shares. The analyst thinks Lam's services business remains underappreciated, but notes that pushback from investors has consistently highlighted the lack of quarterly revenue disclosure with many focused on the mix of lumpier upgrades and refurbs versus long-term service contract penetration.
VAR Varian Medical
$117.42

2.83 (2.47%)

09/23/19
BRRR
09/23/19
NO CHANGE
Target $146
BRRR
Outperform
Varian Medical price target raised to $146 from $142 at Barrington
Barrington analyst Michael Petusky raised his price target for Varian Medical Systems to $146 from $142 after the company held a meeting for investors at this year's ASTRO Conference. Varian remains committed to broadening its "already significant" footprint in the cancer care space and highlighted several ways in which it will deliver value to care providers, patients and payors, Petusky tells investors in a research note. The analyst "strong" believes that the company is well positioned for any potential reimbursement changes that might come as healthcare continues to evolve towards a more value-based model. He keeps an Outperform rating on Varian Medical.
10/14/19
BTIG
10/14/19
UPGRADE
Target $130
BTIG
Buy
Varian Medical upgraded to Buy from Neutral at BTIG
BTIG analyst Sean Lavin upgraded Varian Medical to Buy from Neutral with a $130 price target. Varian shares have pulled back in recent weeks and now trade in line with the comp group, Lavin tells investors in a research note. The analyst, however, thinks the company deserves to trade at a small premium to the group since it growing both revenue and earnings faster than its peers. Further, Varian Medical has an "enviable market leading position," and is shifting its business toward faster growing, higher margin areas such as software and single-use devices, contends the analyst. He views the stock pullback as an opportunity to upgrade the shares to Buy.
10/14/19
10/14/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Nike (NKE) upgraded to Neutral from Underperform at BofA/Merrill with analyst Robert Ohmes saying that he expects the "accelerated democratization" of the brand to offset the broader future challenges around "significant" third-party retail store closures and global stagnation in "performance" footwear/apparel. 2. Western Digital (WDC) upgraded to Buy from Hold at Loop Capital with analyst Ananda Baruah citing his findings that flash memory average selling prices are set to increase starting in the September and December quarters while also sustaining those increases in 2020, along with expectations of strong hyperscale HDD demand next year. 3. Varian Medical (VAR) upgraded to Buy from Neutral at BTIG with analyst Sean Lavin saying Varian shares have pulled back in recent weeks and now trade in line with the comp group. 4. Xilinx (XLNX) upgraded to Buy from Neutral at Nomura Instinet with analyst David Wong saying many risks remain for U.S. semiconductor companies, including uncertainties related to U.S./China trade issues and U.S. action against Chinese companies such as Huawei. 5. HP Enterprise (HPE) upgraded to In Line from Underperform at Evercore ISI with analyst Amit Daryanani saying he is incrementally more positive on cash flow resiliency, the Cray acquisition, recent data points that indicate H3C is performing better than other OEMs in China, and 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.
10/22/19
RBCM
10/22/19
NO CHANGE
Target $140
RBCM
Sector Perform
Varian Medical offers favorable risk/reward ahead of earnings, says RBC Capital
RBC Capital analyst Brandon Henry keeps his Sector Perform rating and $140 price target on Varian Medical ahead of its Q4 earnings tomorrow. The analyst notes that after a 12% pullback in the stock price following Q3 results, Varian shares offer a "favorable" risk/reward and believes that the consensus estimates look "reasonable". After a $5M contribution to the company's revenue by the recently acquired assets, Henry expects that contribution to be closer to $20M in Q4, though the analyst also warns that Varian is up against its "toughest gross order comp" of the year after reporting 84 Halcyon orders in Q4 of last year.
NOW ServiceNow
$220.01

-8.25 (-3.61%)

10/23/19
UBSW
10/23/19
NO CHANGE
Target $232
UBSW
Buy
ServiceNow stock price attractive following aftermarket decline, says UBS
UBS analyst Jennifer Lowe is keeping her Buy rating and $232 price target on ServiceNow (NOW) after the stock fell afterhours yesterday on the news that its CEO John Donahoe is leaving for a CEO post at Nike (NKE). The analyst notes that the company also pre-announced Q3 ahead of consensus while its FY19 outlook indicates no change to Q4 guidance. Lowe adds that although ServiceNow is faced with new CEO transition risk, the former SAP CEO Bill McDermott is also "seasoned", and the stock is "attractive" at a 29-times enterprise value to expected 2020 free cash flow.
10/23/19
MACQ
10/23/19
NO CHANGE
Target $243
MACQ
Outperform
Macquarie a buyer of ServiceNow, says Bill McDermott a 'huge win'
Macquarie analyst Sarah Hindlian says that while she understands the uncertainty in ServiceNow shares around the departure of John Donahoe and the lack of a CFO appointment, she thinks the preliminary results "spoke volumes against the bear case." Further, the analyst sees incoming CEO Bill McDermott "as one of the best executives available in enterprise software." McDermott is a "huge win," contends Hindlian, who is a buyer of ServiceNow shares into today's conference call. She has a Buy rating on the stock with a $335 price target.
10/23/19
COWN
10/23/19
NO CHANGE
Target $315
COWN
Outperform
ServiceNow new CEO well-suited for next growth phase, says Cowen
Cowen analyst J. Derrick Wood noted ServiceNow (NOW) announced its CEO would be leaving to be CEO of Nike (NKE) and that ex-SAP (SAP) CEO Bill McDermott will take his place. The company also preannounced its Q3 results, beating estimates on billings growth and raising guidance on the high-end. The analyst noted the CEO change was a surprise but he believes McDermott's skill set should be well-suited for the company's next growth phase. Wood reiterated his Outperform rating and $315 price target on ServiceNow shares.
10/23/19
10/23/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Walgreens Boots Alliance (WBA) downgraded to Neutral from Overweight at JPMorgan with analyst Lisa Gill saying she based on her relative rating methodology, seeing better opportunities for upside in other companies within her coverage universe at the current time. 2. Cheniere Energy Partners (CQP) downgraded to Underperform at Raymond James with analyst Justin Jenkins saying that while his firm's North American energy macro outlook remains favorable for exporters from a supply-push perspective, he sees this as priced into Cheniere shares. 3. Resideo (REZI) downgraded to Perform from Outperform at Oppenheimer with analyst Ian Zaffino saying the company, once again, revised guidance negatively. 4. ServiceNow (NOW) downgraded to Neutral from Buy at Mizuho with analyst Gregg Moskowitz saying the company last night surprisingly announced the impending departure of CEO John Donahoe, who is going to head Nike (NKE), and lowered its full year guidance due to currency. 5. Kohl's (KSS) downgraded to In Line from Outperform at Evercore ISI. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
SAVE Spirit Airlines
$37.73

0.48 (1.29%)

09/13/19
MACQ
09/13/19
UPGRADE
Target $47
MACQ
Outperform
Spirit Airlines upgraded to Outperform from Neutral at Macquarie
Macquarie analyst Susan Donofrio upgraded Spirit Airlines to Outperform from Neutral and keeps a $47 price target on the shares.
09/23/19
SPHN
09/23/19
DOWNGRADE
Target $45
SPHN
Equal Weight
Spirit Airlines downgraded to Equal Weight from Overweight at Stephens
Stephens analyst Jack Atkins downgraded Spirit Airlines to Equal Weight from Overweight and lowered his price target for the shares to $45 from $55. With its heavy Southeast and Caribbean exposure, Spirit significantly lowered its Q3 guidance in early September due to Hurricane Dorian, Atkins tells investors in a research note. While the analyst continues to see long-term opportunities for the airline to drive higher non-ticket and ancillary revenues, he sees limited near-term catalysts, "particularly in the face of growing competition," noting that other airlines are successfully growing their discounted fare options. As a result, Atkins sees a more challenging backdrop for Spirit Airlines in 2020.
09/23/19
09/23/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Alcoa (AA) downgraded to Neutral from Buy at Goldman Sachs. 2. Commercial Metals (CMC) was downgraded to Neutral from Buy at Goldman Sachs while Schnitzer Steel (SCHN) was downgraded to Sell from Neutral. 3. AK Steel (AKS) was downgraded to Underweight from Overweight at JPMorgan while Cleveland-Cliffs (CLF) and U.S. Steel (X) were downgraded to Neutral from Overweight. 4. Clorox (CLX) downgraded to Underweight from Equal Weight at Barclays. 5. Spirit Airlines (SAVE) downgraded to Equal Weight from Overweight at Stephens with analyst Jack Atkins saying with its heavy Southeast and Caribbean exposure, Spirit significantly lowered its Q3 guidance in early September due to Hurricane Dorian. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/21/19
BUCK
10/21/19
NO CHANGE
Target $88
BUCK
Buy
Alaska Air price target raised to $88 from $78 at Buckingham
Buckingham analyst Daniel McKenzie raised his price target for Alaska Air (ALK) to $88 from $78 and lowered his price target for American Airlines (AAL) to $42 from $43. He maintained Buy ratings on both airline names ahead of Q3 earnings this week. In a research note to investors, McKenzie says the industry is set to deliver Q3 pre-tax profits of $5.8B, up 16.5% year-over-year, primarily on top line revenue growth. The analyst believes Alaska Air, American Airlines, Hawaiian Holdings (HA) and JetBlue (JBLU) are most likely to outperform on revenue and EPS execution, while he thinks Spirit Airlines (SAVE) is the most likely to disappoint.
SEIC SEI Investments
$57.20

-0.21 (-0.37%)

10/24/18
KBWI
10/24/18
UPGRADE
Target $63
KBWI
Outperform
SEI Investments upgraded to Outperform from Market Perform at Keefe Bruyette
Keefe Bruyette analyst Robert Lee upgraded SEI Investments to Outperform while lowering his price target for the shares to $63 from $68. The analyst sees positive new business trends following the company's Q3 results and views the current valuation as attractive.
12/05/18
RSBL
12/05/18
INITIATION
Target $59
RSBL
Neutral
SEI Investments initiated with a Neutral at Rosenblatt
Rosenblatt analyst Kenneth Hill yesterday morning started SEI Investments with a Neutral rating and $59 price target.
01/09/19
OPCO
01/09/19
NO CHANGE
Target $60
OPCO
Outperform
SEI Investments price target lowered to $60 from $68 at Oppenheimer
Oppenheimer analyst Glenn Greene lowered his price target for SEI Investments to $60 from $68 to reflect recent market depreciation, and SEI's perhaps 65%-70% market sensitivity. The analyst remains optimistic long-term regarding SWP sales momentum, and PB&T's long-term profitability trajectory. That said, recent market uncertainty could further impact sales cycles and asset flows, he contends. Greene reiterates an Outperform rating on the shares.
04/14/19
KBWI
04/14/19
DOWNGRADE
Target $64
KBWI
Market Perform
SEI Investments downgraded to Market Perform from Outperform at Keefe Bruyette
Keefe Bruyette analyst Robert Lee downgraded SEI Investments Company to Market Perform from Outperform while raising his price target for the shares to $64 from $56. The analyst cites valuation for the downgrade ahead of the company's Q1 results.
EW Edwards Lifesciences
$224.58

2.66 (1.20%)

07/24/19
RAJA
07/24/19
NO CHANGE
Target $232
RAJA
Outperform
Edwards Lifesciences price target raised to $232 from $200 at Raymond James
Raymond James analyst Jayson Bedford raised his price target for Edwards Lifesciences to $232 from $200 on increased confidence given a sharp acceleration in TAVR growth and an earlier than expected approval for Low Risk. The analyst reiterates an Outperform rating on the shares.
09/23/19
PIPR
09/23/19
INITIATION
Target $240
PIPR
Overweight
Edwards Lifesciences initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Adam Maeder started Edwards Lifesciences with an Overweight rating and $240 price target. While the company trades at "multiple turns" above its large-cap peers, the stock can continue to work at current levels, Maeder tells investors in a research note. The analyst believes there is still upside to the "already high" Street expectations in the second half of 2019 and 2020. U.S. low-risk approval should give the broader transcatheter aortic valve replacement market "a shot in the arm," says Maeder.
10/14/19
FBCO
10/14/19
NO CHANGE
Target $261
FBCO
Outperform
Edwards Lifesciences price target raised to $261 from $226 at Credit Suisse
Credit Suisse analyst Matt Miksic raised his price target for Edwards Lifesciences to $261 from $226 as rising confidence in U.S. TAVR market drives stock and expectations higher. The analyst notes that the stock has "significantly" outperformed his universe over the past few months and year to date, driven by superiority of Low-Risk TAVR clinical trial results in March, and "very strong" performance of the company's U.S. TAVR business in Q2. Feedback on this market from clinicians remains positive, and Street estimates have creeped higher in recent weeks as a result, he adds. Miksic reiterates an Outperform rating on the shares.
10/22/19
RBCM
10/22/19
NO CHANGE
Target $250
RBCM
Outperform
Edwards Lifesciences price target raised to $250 from $217 at RBC Capital
RBC Capital analyst Brandon Henry raised his price target on Edwards Lifesciences to $250 and kept his Outperform rating going into its Q3 results. The analyst notes that the consensus forecast for U.S. transcatheter aortic valve replacement, or TAVR, is high with estimated growth rate in high teens, though the buy-side is estimating that rate to be over 20%. Henry adds that the company stands to benefit from the August FDA approval of SAPIEN 3 for low-risk patients and from its "landmark" Partner 3 results.
PTC PTC
$66.91

1.07 (1.63%)

07/30/19
07/30/19
NO CHANGE

PTC management to meet with Mizuho
Meetings to be held in Boston on July 29 and in New York on July 30 hosted by Mizuho.
08/06/19
WEDB
08/06/19
NO CHANGE
Target $71
WEDB
Neutral
PTC price target lowered to $71 from $90 at Wedbush
Wedbush analyst Steve Koenig lowered his price target for PTC to $71 from $90, while trimming his outlook to better reflect bookings guidance and macro weakness. The analyst reiterates a Neutral rating on the shares.
08/21/19
RSBL
08/21/19
INITIATION
Target $83
RSBL
Buy
PTC initiated with a Buy at Rosenblatt
Rosenblatt analyst Yun Kim started PTC Inc. with a Buy rating and $83 price target.
ORLY O'Reilly Automotive
$400.49

-0.08 (-0.02%)

10/07/19
RAJA
10/07/19
INITIATION
RAJA
Market Perform
O'Reilly Automotive resumed with a Market Perform at Raymond James
10/07/19
RAJA
10/07/19
INITIATION
RAJA
Market Perform
O'Reilly Automotive resumed with a Market Perform at Raymond James
Raymond James analyst Matthew McClintock resumed coverage of O'Reilly Automotive with a Market Perform rating. The analyst contends that even though the company is the "strongest operator" in the automotive aftermarket, the tightening competition and a relatively softer comp store sales trajectory warrant a neutral stance. McClintock adds that investors are unlikely to pay a higher valuation multiple, even though O'Reilly Auto has meaningful square footage growth opportunities in a number of untapped markets.
10/08/19
WOLF
10/08/19
UPGRADE
Target $436
WOLF
Outperform
O'Reilly Automotive upgraded to Outperform from Peer Perform at Wolfe Research
Wolfe Research analyst Chris Bottiglieri upgraded O'Reilly Automotive to Outperform from Peer Perform with a price target of $436, up from $371. The analyst said O'Reilly is the stock to own in an improving demand environment and notes May DIY headwinds are behind it, indicating some upside to comps relative to Q2's pace. Also, Bottiglieri expects price increases to continue, supporting comps, and views risk/reward as attractive.
10/14/19
WELS
10/14/19
NO CHANGE
Target $440
WELS
Outperform
O'Reilly Automotive price target raised to $440 from $435 at Wells Fargo
Wells Fargo analyst Zachary Fadem raised his price target for O'Reilly Automotive to $440 from $435, while reiterating an Outperform rating on the shares. The analyst notes that the shares are 1%-plus since reporting Q2 results, and he sees a cleaner Q3 setup with likely comp acceleration, EBIT expansion potential and a potential increase in the fiscal year 2019 EPS outlook.
BMRN BioMarin
$69.07

1.34 (1.98%)

09/13/19
PIPR
09/13/19
NO CHANGE
Target $120
PIPR
Overweight
Piper a buyer of BioMarin shares into next important data catalyst
Piper Jaffray analyst Christopher Raymond sees the vosoritide Phase 3 achondroplasia data, expected by early 2020, as the next important catalyst for shares of BioMarin Pharmaceutical. Assuming no surprises, vosoritide offers a "compelling" commercial premise, with "meaningful" upside to current expectations with little in the way of meaningful competition on the horizon, Raymond tells investors in a research note. The analyst is a buyer into the data and keeps an Overweight rating on BioMarin shares with a $120 price target.
10/09/19
STFL
10/09/19
NO CHANGE
STFL
Hold
Bluebird Hem A collaboration not stock moving, but worth monitoring, says Stifel
Stifel analyst Benjamin Burnett said he does not expect news that Blubird Bio (BLUE) is entering the Hemophila A race via a collaboration with Novo Nordisk (NVO) to be stock moving, but he does think it is "certainly worth monitoring." Biomarin's (BMRN) gene therapy candidate Valrox sets "the bar for genetic medicines in heme A today," said Burnett, who noted that gene therapies from Spark (ONCE) and Pfizer (PFE) are also in the clinic. However, "there does appear to be room for efficacy improvement as none of the clinical data generated from genetic medicines to date is a clear home run," Burnett added in his note to investors. He keeps a Hold rating on Bluebird Bio shares.
10/16/19
BOFA
10/16/19
INITIATION
Target $90
BOFA
Buy
BioMarin reinstated with a Buy at BofA/Merrill
BofA/Merrill analyst Geoff Meacham reinstated coverage of BioMarin with a Buy rating and $90 price target, highlighting the base business's above average growth and a new product cycle on the way.
10/21/19
CANT
10/21/19
NO CHANGE
Target $129
CANT
Overweight
Cantor sees successful vosoritide Phase 3 trial for BioMarin by year end
Cantor Fitzgerald analyst Eliana Merle reiterates an Overweight rating on BioMarin with a $129 price target saying she has "high conviction" in a successful vosoritide Phase 3 trial by the end of 2019. This will be a key catalyst of focus for the shares, Merle tells investors in a research note. The analyst hosted Dr. Jonathan Day, the clinical lead for BioMarin's vosoritide program for achondroplasia, for a conference call on Friday and thinks Day sounded highly confident in Phase 3 success for vosoritide, "especially given powering assumptions." Merle thinks a successful Phase 3 will support further near-term revenue growth and profitability for BioMarin. On a successful Phase 3, the shares could trade up 10%-20% versus downside risk of ~20%, contends the analyst.
CMRE Costamare
$7.31

0.25 (3.54%)

SLM Sallie Mae
$9.06

0.005 (0.06%)

06/03/19
WEDB
06/03/19
NO CHANGE
Target $13
WEDB
Outperform
Sallie Mae should be bought on weakness, says Wedbush
Wedbush analyst Henry Coffey notes that Sallie Mae stock's performance has been "dismal" over the last two years, despite significant growth in EPS and loan balances, and favorable trends in credit. College costs are rising, not falling, and his expectation is that Sallie Mae will continue to find paths of education-related lending that will allow it to support loan growth of 12%-15% a year and EPS growth of at least 12%. Coffey reiterates an Outperform rating and $13 price target on the shares and says he would be a buyer of the stock at current levels.
07/26/19
COMP
07/26/19
DOWNGRADE
COMP
Neutral
Sallie Mae downgraded to Neutral from Buy at Compass Point
Compass Point analyst Scott Valentin downgraded Sallie Mae to Neutral from Buy saying the shares will likely be range-bound given more limited catalysts and regulatory uncertainty.
08/06/19
WEDB
08/06/19
NO CHANGE
WEDB
Replimune Group, Sallie Mae removed from Best Ideas List at Wedbush
Wedbush removed Replimune Group (REPL) and Sallie Mae (SLM) from its Best Ideas List due to its investment price discipline. The firm has an Outperform rating on both stocks.
08/22/19
SBSH
08/22/19
NO CHANGE
Target $11
SBSH
Buy
Sallie Mae added to US Focus List as a Buy at Citi
Citi analyst Arren Cyganovich added Sallie Mae to the firm's US Focus List as a Buy as he believes the shares are overly discounting credit and political risks. The analyst, who expects consensus EPS estimates to move up as investors adopt the company's new adjusted core EPS measure, keeps an $11 price target on Sallie Mae shares.
CLB Core Laboratories
$43.80

1.525 (3.61%)

06/26/19
PIPR
06/26/19
DOWNGRADE
PIPR
Neutral
Piper downgrades NCS Multistage to Neutral, cuts targets on two peers
As previously reported, Piper Jaffray analyst Ian Macpherson downgraded NCS Multistage (NCSM) to Neutral from Overweight after lowering his estimates for the company, as well as oil service peers Core Laboratories (CLB) and Oil States (OIS), due to an outlook for flattened lower 48 activity for the rest of 2019 and a low growth profile for next year. He lowered his price target NCS Multistage shares to $3.85 from $5.50, cut his target for Core Labs to $52 from $70 and reduced his target for Oil States to $16 from $19.
07/10/19
BOFA
07/10/19
UPGRADE
Target $63
BOFA
Buy
Core Laboratories upgraded to Buy from Neutral at BofA/Merrill
BofA Merrill Lynch analyst Chase Mulvehill upgraded Core Laboratories to Buy from Neutral as he sees the stock being set to reverse its outperformance after having fallen 10% year-to-date. Management has increasing confidence in a Reservoir Description ramp in the second half, said Mulvehill, who noted the "extremely high" correlation of RD and offshore rig activity. He maintains a $63 price target on Core Labs shares.
07/10/19
07/10/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Comcast (CMCSA) upgraded to Conviction Buy from Neutral at Goldman Sachs with analyst Brett Feldman saying he estimates Comcast will sustain "strong growth" over next three years with annual earnings growth of 11%, free cash flow per share of 12% and dividends of 15%, driven by "healthy fundamentals across its key businesses." 2. Total (TOT) upgraded to Outperform from Neutral at Credit Suisse with analyst Thomas Adolff saying he believes the company's Strategy Day in September will serve as a catalyst. 3. DMC Global (BOOM) upgraded to Buy from Neutral at Sidoti. 4. Core Laboratories (CLB) upgraded to Buy from Neutral at BofA/Merrill with analyst Chase Mulvehill saying he sees the stock being set to reverse its outperformance after having fallen 10% year-to-date. 5. HCA Healthcare (HCA) upgraded to Buy from Neutral at Goldman Sachs with analyst Stephen Tanal saying he has a "greater appreciation for the resiliency" of the economic model of certain acute hospitals, notably HCA. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/17/19
ABNA
10/17/19
DOWNGRADE
ABNA
Hold
Core Laboratories downgraded to Hold from Buy at ABN Amro
AEM Agnico Eagle
$54.09

1.03 (1.94%)

04/09/19
LEHM
04/09/19
NO CHANGE
LEHM
Barclays still positive on Metals and Mining, downgrades three on valuation
Barclays analyst Matthew Murphy remains positive on shares in the North America Metals and Mining space. The potential for higher recession probabilities could still drive demand for "safe assets," Murphy tells investors in a research note. Further, copper should benefit from a sequential acceleration in China during Q2, says the analyst. He sees several names with "significant upside" and "catalyst potential" including Teck Resources (TECK), Barrick Gold (GOLD), and Newmont Mining (NEM) and Goldcorp (GG). To reflect valuation, Murphy upgraded OceanaGold (OCANF) to Overweight from Equal Weight and downgraded to Equal Weight from Overweight shares of Agnico Eagle (AEM), Franco-Nevada (FNV) and Wheaton Precious Metals (WPM).
04/12/19
DESJ
04/12/19
DOWNGRADE
DESJ
Hold
Agnico Eagle downgraded to Hold from Buy at Desjardins
04/23/19
MITR
04/23/19
UPGRADE
MITR
Buy
Agnico Eagle upgraded to Buy from Hold at GMP Securities
04/23/19
04/23/19
UPGRADE

Buy
Agnico Eagle upgraded to Buy at GMP Securities
As previously reported, GMP Securities analyst Steven Butler upgraded Agnico Eagle to Buy from Hold, with a C$67 price target. The analyst expects Agnico Eagle to report sequentially lower quarter over quarter production, driven by lower grades at Meadowbank as the operation transitions to mining at Amaruq, but believes the next three quarters will make up for a softer Q1.
MSFT Microsoft
$137.23

0.84 (0.62%)

10/16/19
WBLR
10/16/19
NO CHANGE
WBLR
Outperform
Slack overhang from Microsoft competition should dissipate, says William Blair
After hosting investor meetings with Slack Technologies (WORK) management, William Blair analyst Bhavan Suri has "increased confidence in the story." While there was plenty of focus on the competitive environment with Microsoft (MSFT) and its Teams offering, much of the conversation also focused on the company's internal growth initiatives, its ability to continue winning large enterprise customers, its customer acquisition strategy, and the path to free cash flow breakeven, Suri tells investors in a research note. Management views Slack as having a different value proposition than Teams, says the analyst. Although the Microsoft overhang may remain with the stock for the next couple of quarters, it should dissipate over time as the company continues to execute and showcases its ability to win customers that are also using Office 365 for other functions, Suri contends. He believes Slack is well positioned long-term to continue "winning in the space" and sees a "long growth runway" for the company. The analyst keeps an Outperform rating on the shares.
10/18/19
RBCM
10/18/19
INITIATION
Target $160
RBCM
Outperform
Microsoft assumed with an Outperform at RBC Capital
RBC Capital analyst Alex Zukin assumed coverage of Microsoft with an Outperform rating with a price target of $160, up from $153. The analyst believes that the company is "best positioned to outperform" over the next several years as it becomes a "strategic partner" to digital transformations among large enterprises, with mission-critical capabilities of its key portfolio assets - Azure and Office365. Zukin adds that Microsoft's Q1 revenue and earnings should see a "typical" period of outperformance, as he raises his FY20 EPS view by 6c to $5.21 and sees expectations of a 55% Azure growth next year as "reasonable".
10/18/19
CLVD
10/18/19
NO CHANGE
CLVD
Buy
Microsoft partners look to have finished ahead of plan, says Cleveland Research
Cleveland Research analyst Ari Terjanian said his checks suggests Microsoft partners finished ahead of plan in the company's fiscal first quarter and they are modeling Productivity and Business Processes and Intelligent Cloud results that are ahead of consensus. Feedback on the More Personal Computing segment is more mixed at partners, with strength in Win10 migrations and M365 upgrades seen being offset by some headwinds in PC and gaming, added Terjanian, who reiterated his Buy rating on Microsoft shares.
10/21/19
JEFF
10/21/19
NO CHANGE
JEFF
High growth software valuations to contract further, says Jefferies
High growth software valuations are now trading above terminal M&A multiples, suggesting we still have more room for multiple contraction, Jefferies analyst Brent Thill tells investors in a research note. As such, the analyst expects the short term correction will continue "given multiples remain elevated even with last week's correction." Thill favors platform names with attractive growth and reasonable valuations like Microsoft (MSFT), Salesforce (CRM) and Intuit (INTU). He also favors names like SailPoint (SAIL), Zuora (ZUO), and Varonis (VRNS). The analyst believes these names have the potential for revenue reacceleration over the next year.
NTGR Netgear
$30.63

-1.32 (-4.13%)

06/19/19
GUGG
06/19/19
INITIATION
Target $40
GUGG
Buy
Netgear initiated with a Buy at Guggenheim
Guggenheim started Netgear with a Buy rating and $40 price target.
06/19/19
GUGG
06/19/19
INITIATION
Target $40
GUGG
Buy
Guggenheim says Netgear well positioned, starts at Buy
As previously reported, Guggenheim started Netgear with a Buy rating and $40 price target. Analyst Robert Gutman sees the company being well positioned for the second half of 2019 given its recently launched new products and a broader portfolio refresh coming later this year. Longer-term, he thinks that Netgear should benefit from increasing bandwidth consumption in the home given its "long established, dominant share" of the U.S. consumer Wi-Fi market.
06/28/19
DBAB
06/28/19
INITIATION
Target $28
DBAB
Hold
Netgear initiated with a Hold at Deutsche Bank
Deutsche Bank started Netgear with a Hold rating and $28 price target.
06/28/19
DBAB
06/28/19
INITIATION
Target $28
DBAB
Hold
Netgear initiated with a Hold at Deutsche Bank
Deutsche Bank analyst Brian Yun started Netgear with a Hold rating and $28 price target.
FTI TechnipFMC
$23.40

-0.1 (-0.43%)

03/11/19
GSCO
03/11/19
INITIATION
GSCO
Goldman Sachs starts 19 in Oilfield Services, top pick is Baker Hughes
Goldman Sachs analyst Angie Sedita last night initiated coverage of 19 names in the Oilfield Services & Equipment space. The analyst sees three themes: A slow recovery in the offshore markers benefiting both offshore drilling and subsea, U.S. frac activity outpacing land drilling over the near-term, and a a surge of LNG projects moving forward benefiting companies exposed to those trends. Valuations are at the low end of historical ranges, says the analyst, who expects annual earnings growth of 15%-30% through 2021 for the group. Sedita's top pick is Baker Hughes (BHGE), a stock she started with a Conviction Buy rating. Her top Sell is Diamond Offshore (DO). Along with Baker Hughes, the analyst put Buy ratings on Halliburton (HAL), Schlumberger (SLB), Transocean (RIG), TechnipFMC (FTI), Nine Energy Services (NINE) and ProPetro Holding (PUMP). Along with Diamond Offshore, Sedita also put a Sell rating on RPC, Inc. (RES).
03/22/19
HSBC
03/22/19
UPGRADE
HSBC
Buy
TechnipFMC upgraded to Buy from Hold at HSBC
09/11/19
KEYB
09/11/19
NO CHANGE
KEYB
Overweight
Award of Nigeria LNG contract a 'modest disappointment' for KBR, says KeyBanc
KeyBanc analyst Sean Eastman noted that press reports indicate Nigeria LNG signed a letter of intent for the Engineering, Procurement and Construction contract for Train 7 with a consortia of Saipem, Chiyoda and Daewoo, calling the news a "modest disappointment" for KBR (KBR), whose joint venture with JGC and TechnipFMC (FTI) was also bidding for the EPC contract. However, he does not view this as impacting his EPS estimates or management's guidance, added Eastman, who believes KBR remains well positioned for other outsized LNG opportunities. He keeps an Overweight rating on KBR shares.
10/23/19
JPMS
10/23/19
NO CHANGE
Target $35
JPMS
Overweight
TechnipFMC price target raised to $35 from $32 at JPMorgan
JPMorgan analyst Sean Meakim raised his price target for TechnipFMC to $35 from $32 to reflect his sum-of-the-parts analysis ahead the company's pending split into two publicly-traded entities, which is expected in the first half of 2020. The analyst sees 50% upside potential from current share levels and believes the separation will unlock value. TechnipFMC is his top pick with an Overweight rating.
EBAY eBay
$39.22

0.25 (0.64%)

09/26/19
WELS
09/26/19
DOWNGRADE
Target $45
WELS
Market Perform
eBay downgraded to Market Perform from Outperform at Wells Fargo
Wells Fargo analyst Brian Fitzgerald downgraded eBay to Market Perform from Outperform with an unchanged price target of $45. The company's slowing gross merchandise volume suggests stagnant or decreasing market share, Fitzgerald tells investors in a research note. Further, the analyst believes eBay's segment margins look lower than the activist investors are assuming in a breakup, which suggests to him "lower potential upside from the strategic review." Fitzgerald's sum-of-the-parts analysis lead him to believe that eBay shares are fairly valued. With that said, the company's 7.2% free cash flow and share buyback potentials limit downside risk on the stock, contends Fitzgerald.
09/27/19
09/27/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Box (BOX) downgraded to Underweight from Neutral at JPMorgan with analyst Mark Murphy saying while the stock has run higher, competition is intensifying in Box's target markets. 2. Atara Biotherapeutics (ATRA) downgraded to Sell from Neutral at Goldman Sachs with analyst Salveen Richter saying he sees a lack of near-term catalysts for the stock and questions surrounding the company's clinical programs. 3. Carnival (CCL) downgraded to Sell from Hold at Berenberg and to Neutral from Buy at UBS. 4. eBay (EBAY) and Booking Holdings (BKNG) downgraded to Market Perform from Outperform at Wells Fargo. 5. Canopy Growth (CGC) downgraded to Neutral from Buy at BofA/Merrill with analyst Christopher Carey saying while he still sees Canopy as a long-term leader in the cannabis industry, he thinks Canada industry growth is set to pause in the second half and potentially flatten, which he thinks could also be the case with Canopy. 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
BARD
10/08/19
NO CHANGE
Target $46
BARD
Outperform
eBay tracker indicates Q3 volumes in-line with expectations, says Baird
Baird analyst Colin Sebastian said his eBay sales volume tracker for September indicates volumes are in-line with expectations; suggesting volume declines moderated sequentially during the quarter. The analyst expects internet sales tax collection will remain a near-term headwind but noted management conservatism has likely embedded the negative impact of these tax changes through the balance of the year. Sebastian maintained his Outperform rating and $46 price target on eBay shares.
10/21/19
DBAB
10/21/19
DOWNGRADE
Target $42
DBAB
Hold
eBay assumed with a Hold from Buy at Deutsche Bank
Deutsche Bank analyst Kunal Madhukar downgraded eBay to Hold from Buy after assuming coverage from prior analyst Lloyd Walmsley. The analyst lowered his price target for the shares to $42 from $46. eBay's gross merchandise volume growth has been "anemic" even as e-commerce has been growing double digits, Madhukar tells investors in a research note. The analyst expects the stock to be range-bound given the "challenging" competitive environment and the company's CEO transition. eBay is "searching for its identity and differentiation," says Madhukar, who sees more compelling opportunities elsewhere in the large-cap internet space.
KRA Kraton
$21.47

-0.51 (-2.32%)

12/10/18
STFL
12/10/18
INITIATION
Target $22
STFL
Hold
Kraton initiated with a Hold at Stifel
Stifel analyst Vincent Anderson initiated Kraton with a Hold rating and a price target of $22. The analyst notes that the company has exposure to "good longer term growth outlets" in medical and personal care but also faces near term headwinds from "competitively priced substitutes in SBCs, rubber, and pine chemicals". Anderson also points to the recent plant outage delaying Kraton's deleveraging.
01/24/19
LOOP
01/24/19
NO CHANGE
Target $59
LOOP
Buy
Kraton shares 'unjustifiably' cheap, says Loop Capital
Loop Capital analyst Chris Kapsch kept his Buy rating and $59 price target on Kraton, saying his recent conversations with its CFO Chris Russell did not indicate any "trepidation about recent macroeconomic and/or trade developments tied to China." While Russell acknowledged some of the operational "hiccups" in Q3, Kapsch notes that much of the distraction was related to Kraton's operations in the Florida panhandle, where one of the company's CTO refineries operates. The analyst adds that Kraton shares are "very cheap" given the company's "relatively-differentiated portfolio mix, attractive end-market profile, and healthy EBITDA margins", but he is uncertain of what catalyst can shift investor perception toward greater value for the stock.
03/01/19
RHCO
03/01/19
NO CHANGE
Target $39
RHCO
Buy
Kraton price target raised to $39 from $27 at SunTrust
SunTrust analyst James Sheehan raised his price target on Kraton to $39 amid the rising peer group valuations and to reflect the possibility of value creation from the potential divestiture of its "highly profitable ariflexisoprene rubber business". The analyst also keeps his Hold rating on the shares because its progress on deleveraging is being "stalled by macro headwinds and costs from unplanned outages", noting that Kraton stock will likely trade range bound.
10/11/19
RHCO
10/11/19
NO CHANGE
Target $108
RHCO
Hold
SunTrust sees 'lackluster' September quarter results from chemical companies
SunTrust analyst James Sheehan tells investors in a research note that he expects chemical companies to report in-line to below-consensus Q3 results driven by the trade war, slowing GDP in Europe, weak automotive and manufacturing end markets, loosening supply/demand for certain commodity product chains and FX headwinds. Looking ahead, the analyst sees "cautious" commentary for Q4 given the lack of end market acceleration and continued USD strength. The analyst lowered his price target for Chemours (CC) to $16 from $14, for Dow Inc (DOW) to $46 from $52, for Corteva (CTVA) to $28 from $30, for DuPont (DD) to $68 from $75, for Eastman Chemical (EMN) to $75 from $80, for Element Solutions (ESI) to $10 from $11, for Kraton (KRA) to $24 from $33 and for Kronos Worldwide (KRO) to $12 from $13. Sheehan raised his price target for Celanese (CE) to $120 from $108.
F Ford
$9.20

0.14 (1.55%)

09/10/19
BOFA
09/10/19
NO CHANGE
Target $13
BOFA
Buy
Ford downgrade by Moody's may be sign of things to come, says BofA/Merrill
BofA Merrill Lynch analyst John Murphy said Ford's corporate borrowing costs will likely remain unchanged in the near-term despite Moody's downgrade of the company's senior unsecured rating to Ba1, or a junk status, since Ford faces no significant near-term debt maturities. While the financial implications seem "somewhat de minimis at present," Moody's move on Ford's credit rating could be a harbinger of future downgrades for the company and even for the broader automotive value chain, particularly for those undergoing turnaround efforts, said Murphy. While he does not disagree with many of the concerns raised by Moody's, Murphy thinks Ford's dividend will be maintained for the foreseeable future and views the near-term product cycle as robust. He also believes improved execution and communication may help Ford's multiple to recover despite the "somewhat disappointing" downgrade news, leading Murphy to keep a Buy rating on Ford shares.
09/18/19
MSCO
09/18/19
NO CHANGE
Target $12
MSCO
Overweight
Ford details on EVs, cost savings to be catalysts, says Morgan Stanley
Morgan Stanley analyst Adam Jonas, in a note to investors titled "Ford Ready to Shock with BEV and Cost Savings?," said his conviction has increased, based on investor positioning and low expectations for Ford in the equity and debt market, that the company offering details around its battery electric vehicle plans and cost savings expectations can be catalysts for the stock. Ford has communicated $11B of restructuring charges, but hasn't made clear any annual savings targets so that consensus forecasts don't include them, Jonas said. He currently gives Ford credit for roughly $1B of restructuring savings and expects the company to outline its savings forecasts to the investment community within the next two quarters. Jonas, who also expect Ford's electrification strategy to shift from hybrids to battery electric over the next 24 months, reiterated his Overweight rating and $12 price target on Ford shares.
09/27/19
MSCO
09/27/19
NO CHANGE
Target $12
MSCO
Overweight
Ford Q3 may lack 'punch,' but weakness would be opportunity, says Morgan Stanley
Morgan Stanley analyst Adam Jonas lowered his 2019 EPS forecast for Ford to $1.22 from $1.30 to account for his inclusion of estimated UAW contract ratification costs and also pointed to headwinds related to a challenging ramp-up of Explorer in Q3 and more losses from China imports in the second half. While he thinks Ford's Q3 report "may not pack a big punch," Jonas would see any related weakness in Ford shares as a buying opportunity as he is attracted to low expectations for Ford in the equity and debt markets. Jonas, who added that he likes the current setup for Ford "very much," reiterated his Overweight rating and $12 price target on the shares.
10/01/19
BUCK
10/01/19
NO CHANGE
Target $8
BUCK
Neutral
Ford price target lowered to $8 from $9 at Buckingham
Buckingham analyst Joseph Amaturo maintained a Neutral rating on Ford and lowered his price target to $8 from $9, citing a more cautious view of earnings per share and free cash flow for the second half of the year as well as heightened concerns for 2020. Amaturo tells investors in a research note that he is "pretty confident" Ford will fall meaningfully short of EPS and adjusted free cash flow expectations for the third quarter when it reports on October 23, and says he is becoming increasingly concerned about end market demand in many of the markets it participates in.
MMLP Martin Midstream Partners
$4.42

-0.03 (-0.67%)

XLNX Xilinx
$93.83

-2.18 (-2.27%)

10/13/19
NOMU
10/13/19
UPGRADE
Target $115
NOMU
Buy
Xilinx upgraded to Buy from Neutral at Nomura Instinet
Nomura Instinet analyst David Wong upgraded Xilinx (XLNX) to Buy from Neutral with an unchanged price target of $115. The stock closed Friday up $3.41 to $96.22. Many risks remain for U.S. semiconductor companies, including uncertainties related to U.S./China trade issues and U.S. action against Chinese companies such as Huawei, Wong tells investors in a research note. However, Xilinx's stock price and estimates have adjusted to reflect these risks, adds the analyst. He points out that the company is growing even with Huawei constraints. Xilinx has also gained meaningful share from Intel's (INTC) Altera in recent quarters, contends Wong.
10/22/19
CSND
10/22/19
UPGRADE
Target $115
CSND
Buy
Xilinx upgraded to Buy from Hold at Cascend Securities
Cascend Securities upgraded Xilinx to Buy from Hold with a $115 price target citing stronger hyperscale and AI deployment, better 5G, and a likely Industrial bottom from a macro standpoint.
10/23/19
BMOC
10/23/19
NO CHANGE
Target $100
BMOC
Market Perform
Xilinx price target lowered to $100 from $115 at BMO Capital
BMO Capital analyst Ambrish Srivastava lowered his price target on Xilinx to $100 and kept his Market Perform rating ahead of its earnings today. The analyst notes that the company may have to update its FY20 guidance calling for 15% revenue growth since fundamentals have "worsened considerably" since the management first made its forecasts at the analyst day, particularly in the communications segment.
DHT DHT Holdings
$7.68

0.3 (4.07%)

02/12/19
DNBM
02/12/19
UPGRADE
DNBM
Buy
DHT Holdings upgraded to Buy from Hold at DNB Markets
02/12/19
02/12/19
UPGRADE

Buy
DNB Markets sees risks discounted in valuation, ups crude tanker stocks to Buy
As previously reported, DNB Markets analyst Nicolay Dyvik upgraded DHT Holdings (DHT), Euronav NV (EURN), Frontline (FRO) and Teekay Tankers (TNK) to Buy from Hold as he believes the risks he put forward in his previous downgrades are now discounted in equity values. At an EV/GAV of 0.8 times, OPEC output cuts are discounted, but IMO 2020 is not, he contended, adding that ship prices are up in the past two months, as the one-year time-charter market starts to discount IMO 2020, and with tanker stocks set to follow.
04/23/19
EVER
04/23/19
UPGRADE
EVER
Outperform
DHT Holdings upgraded to Outperform from In Line at Evercore ISI
04/24/19
STFL
04/24/19
NO CHANGE
STFL
U.S. sanctions on Iran could benefit crude tankers, says Stifel
After the U.S. recently said it will re-institute sanctions on Iran on May 1 to now include the eight countries that previously had waivers, Stifel analyst Benjamin Nolan said he believes crude tankers could see a benefit. Nolan noted that much of Iran's oil is moved by their own vessels and the net effect could be increased demand for approximately 30 VLCCs from the trio of Saudi Arabia, Russia, and the UAE, who have said they are willing to fill the void left by absent Iranian barrels. Stocks in the crude tanker group include International Seaways (INSW), TEN, Ltd. (TNP), Scorpio Tankers (STNG), Euronav NV (EURN), DHT Holdings (DHT) and Ardmore Shipping (ASC).
EFX Equifax
$139.06

-0.2 (-0.14%)

03/15/19
EXAN
03/15/19
INITIATION
Target $106
EXAN
Neutral
Equifax initiated with a Neutral at Exane BNP Paribas
Exane BNP Paribas initiated Equifax with a Neutral and $106 price target.
07/22/19
STFL
07/22/19
NO CHANGE
Target $136
STFL
Hold
Equifax settlement cost in-line with expectations, says Stifel
Stifel analyst Shlomo Rosenbaum said he views the settlement agreement announced this morning by Equifax as relatively in line with his and the company's expectations and add that he expects incremental payments, if there are any, to be "very modest." The analyst, who said he thinks today's settlement is another key step in de-risking the story, keeps a Hold rating on Equifax shares but raised his price target on the stock to $136 from $115 to reflect higher valuations in the space and more certainty around the company.
07/26/19
RHCO
07/26/19
NO CHANGE
Target $155
RHCO
Buy
Equifax price target raised to $155 from $130 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on Equifax to $155 and kept his Buy rating after its Q2 earnings beat. The analyst notes that while the soft Q3 outlook has weighed on the stock price after-hours, the weakness is creating an attractive entry point given the "apparent recovery in US Information Solutions sales momentum", "continued robust" Equifax Workforce Solutions segment performance, and a better margin outlook.
07/30/19
ATLE
07/30/19
DOWNGRADE
ATLE
Neutral
TransUnion downgraded to Neutral from Overweight at Atlantic Equities
Atlantic Equities analyst Kunaal Malde downgraded TransUnion (TRU) to Neutral from Overweight saying he prefers shares of Equifax (EFX) at current levels.

TODAY'S FREE FLY STORIES

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HPQ

HP Inc.

$20.17

0.05 (0.25%)

, XRX

Xerox

$38.95

0.295 (0.76%)

20:56
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Fly Intel: Top five weekend stock stories »

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HPQ

HP Inc.

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Xerox

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GOLD

Barrick Gold

$16.57

-0.095 (-0.57%)

PCG

PG&E

$7.41

0.71 (10.60%)

FOX

Fox Corp.

$33.60

0.14 (0.42%)

FOXA

Fox Corp.

$34.26

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SNE

Sony

$62.03

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BR

Broadridge

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MDT

Medtronic

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DIS

Disney

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BRK.A

Berkshire Hathaway

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BRK.B

Berkshire Hathaway

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RCEL

Avita Medical

$8.13

-0.06 (-0.73%)

20:39
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Avita Medical appoints David McIntyre CFO »

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EIDX

Eidos Therapeutics

$46.58

1.33 (2.94%)

20:37
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20:37
Recommendations
Eidos Therapeutics analyst commentary at Piper Jaffray »

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COO

Cooper Companies

$301.97

2.64 (0.88%)

20:30
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CRM

Salesforce

$163.20

0.18 (0.11%)

20:21
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20:21
Recommendations
Salesforce analyst commentary at Jefferies »

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CCMP

Cabot Microelectronics

$155.89

2.68 (1.75%)

20:15
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20:15
Earnings
Breaking Earnings news story on Cabot Microelectronics »

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CCMP

Cabot Microelectronics

$155.89

2.68 (1.75%)

20:15
11/17/19
11/17
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20:15
Earnings
Cabot Microelectronics sees Q1 total revenue approximately flat »

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CCMP

Cabot Microelectronics

$155.89

2.68 (1.75%)

20:14
11/17/19
11/17
20:14
11/17/19
20:14
Earnings
Cabot Microelectronics reports Q4 EPS $1.68, consensus $1.63 »

Reports Q4 revenue…

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  • 18

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JEF

Jefferies Financial Group

$19.08

0.16 (0.85%)

20:13
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11/17
20:13
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20:13
Hot Stocks
Jefferies Financial Group to sell 31% interest in National Beef to Marfrig »

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NIO

NIO Inc.

$1.82

0.07 (4.01%)

20:11
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11/17
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Hot Stocks
NIO Inc. appoints Wei Feng CFO »

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GOLD

Barrick Gold

$16.57

-0.095 (-0.57%)

20:09
11/17/19
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20:09
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Hot Stocks
Barrick Gold to sell 50% stake in Australian mine for $750M in cash »

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GOLD

Barrick Gold

$16.57

-0.095 (-0.57%)

15:40
11/17/19
11/17
15:40
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15:40
Periodicals
Saracen close to buying Barrick Gold mine stake for $750M, Bloomberg says »

Saracen Mineral Holdings…

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ESPR

Esperion

$40.51

0.67 (1.68%)

15:11
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Hot Stocks
Esperion presents pooled analyses from four Phase 3 bempedoic acid studies »

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PCG

PG&E

$7.41

0.71 (10.60%)

15:06
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15:06
Hot Stocks
PG&E monitoring potential weather event that could lead to power shutoffs »

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XRX

Xerox

$38.95

0.295 (0.76%)

, HPQ

HP Inc.

$20.17

0.05 (0.25%)

15:04
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Hot Stocks
HP unanimously rejects unsolicited Xerox proposal »

HP Inc. (HPQ) announced…

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Xerox

$38.95

0.295 (0.76%)

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HP Inc.

$20.17

0.05 (0.25%)

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FOX

Fox Corp.

$33.60

0.14 (0.42%)

, FOXA

Fox Corp.

$34.26

0.04 (0.12%)

14:49
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14:49
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On The Fly
Box Office Battle: 'Ford v Ferrari' races to top, 'Charlie's Angels' disappoints »

"Box Office Battle" is…

FOX

Fox Corp.

$33.60

0.14 (0.42%)

FOXA

Fox Corp.

$34.26

0.04 (0.12%)

LGF.A

Lionsgate

$9.67

0.315 (3.37%)

LGF.B

Lionsgate

$9.07

0.345 (3.96%)

SNE

Sony

$62.03

0.23 (0.37%)

VIA

Viacom

$26.59

1.28 (5.06%)

VIAB

Viacom

$23.07

0.59 (2.62%)

T.CA

TELUS Corp. (Toronto)

$0.00

(0.00%)

CMCSA

Comcast

$44.54

-0.93 (-2.05%)

CMCSK

Comcast

$0.00

(0.00%)

DIS

Disney

$144.63

-2.56 (-1.74%)

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  • 09

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JNJ

Johnson & Johnson

$134.97

3.99 (3.05%)

13:36
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Periodicals
J&J rushed to test baby powder and got complicated results, WSJ says »

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BA

Boeing

$371.55

4.25 (1.16%)

13:24
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13:24
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Periodicals
Boeing 737 makes emergency landing after engine malfunction, NY Post says »

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AZN

AstraZeneca

$47.46

0.09 (0.19%)

13:17
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Data shows AstraZeneca's Brilinta reduces risks of clinically relevant bleeding »

New results from a…

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LLY

Eli Lilly

$113.18

1.8 (1.62%)

13:11
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13:11
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13:11
Hot Stocks
Analysis shows Jardiance decreased risk of hospitalization for heart failure »

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  • 30

    Jan

AZN

AstraZeneca

$47.46

0.09 (0.19%)

13:09
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13:09
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13:09
Hot Stocks
AstraZeneca says data shows Farxiga reduces risks in heart failure patients »

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  • 18

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BA

Boeing

$371.55

4.25 (1.16%)

13:05
11/17/19
11/17
13:05
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13:05
Hot Stocks
Boeing, Biman announce order for two 787-9 Dreamliner jets »

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BBIO

BridgeBio

$28.26

0.55 (1.98%)

, EIDX

Eidos Therapeutics

$46.58

1.33 (2.94%)

13:03
11/17/19
11/17
13:03
11/17/19
13:03
Hot Stocks
BridgeBio, Eidos present 'positive' data from Phase 2 clinical trial of AG10 »

BridgeBio Pharma (BBIO)…

BBIO

BridgeBio

$28.26

0.55 (1.98%)

EIDX

Eidos Therapeutics

$46.58

1.33 (2.94%)

03/08/13
Wedge Partners
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  • 18

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