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BAYRY

Bayer

$0.00

(0.00%)

, BDX

Becton Dickinson

$258.96

1.635 (0.64%)

04:55
12/06/19
12/06
04:55
12/06/19
04:55

Radiological Society of North America to hold annual meeting

105th Scientific Assembly & Annual Meeting will be held in Chicago on December 1-6.

BAYRY

Bayer

$0.00

(0.00%)

BDX

Becton Dickinson

$258.96

1.635 (0.64%)

BHE

Benchmark Electronics

$34.80

0.23 (0.67%)

CAE

CAE

$26.02

-0.285 (-1.08%)

CGNX

Cognex

$49.86

-0.12 (-0.24%)

DDD

3D Systems

$8.42

0.065 (0.78%)

HOLX

Hologic

$52.26

0.11 (0.21%)

ICAD

iCAD

$7.63

0.06 (0.79%)

INTC

Intel

$56.08

0.08 (0.14%)

KNCAY

Konica Minolta Holdings, Inc.

$0.00

(0.00%)

LNVGY

Lenovo

$0.00

(0.00%)

MDT

Medtronic

$112.20

0.23 (0.21%)

MMM

3M

$164.36

-2.745 (-1.64%)

MMSI

Merit Medical

$28.49

0.09 (0.32%)

MSFT

Microsoft

$149.92

0.07 (0.05%)

NDRA

Endra Life Sciences

$0.90

-0.1289 (-12.51%)

NUAN

Nuance

$17.73

0.18 (1.03%)

NVDA

Nvidia

$208.60

-0.8 (-0.38%)

PGNX

Progenics

$4.99

-0.02 (-0.40%)

PSTG

Pure Storage

$15.87

0.07 (0.44%)

RTIX

RTI Surgical

$1.89

(0.00%)

SMMNY

Siemens Healthineers

$0.00

(0.00%)

SSYS

Stratasys

$18.53

0.11 (0.60%)

TDY

Teledyne

$345.40

2.03 (0.59%)

TMO

Thermo Fisher

$315.93

0.3 (0.10%)

TXN

Texas Instruments

$120.76

0.48 (0.40%)

VAR

Varian Medical

$139.15

0.6 (0.43%)

VREX

Varex Imaging

$30.17

-0.07 (-0.23%)

VYGR

Voyager Therapeutics

$13.72

-0.6 (-4.19%)

WTKWY

Wolters Kluwer

$0.00

(0.00%)

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BAYRY Bayer
$0.00

(0.00%)

07/10/19
WBLR
07/10/19
NO CHANGE
WBLR
Market Perform
Elanco combination with Bayer unlikely for many reasons, says William Blair
Shares of Elanco Animal Health (ELAN) have been unusually volatility over the past two days, William Blair analyst John Kreger tells investors in a research note. On Monday, the FDA approved a generic version of the company's largest product, Rumensin, and yesterday, the media reported speculation that Bayer (BAYRY) has approached Elanco about combining their animal health businesses, the analyst explains. He believes that while a negative development, the Rumensin generic had been expected and thus does not change his modeling assumptions. The Bayer speculation is more surprising but does not seem likely to happen "for a number of reasons," says Kreger. Elanco's largest challenge is bolstering its organic revenue growth, and buying a large company that is growing at a slower pace would only add to this challenge, according the analyst. Further, Elanco has committed to deleverage its balance sheet in the coming year, he adds. And lastly, Kreger believes there could be antitrust challenges from such a large combination. He keeps a Market Perform rating on Elanco shares.
08/15/19
UBSW
08/15/19
UPGRADE
Target $30
UBSW
Neutral
Elanco upgraded to Neutral from Sell at UBS
UBS analyst Navin Jacob upgraded Elanco Animal Health (ELAN) to Neutral from Sell with a price target of $30, down from $31. While the analyst still see risks to the company's fundamentals from African swine fever and generic Rumensin, he believes the shares are more fairly valued at current levels. Further, some of these headwinds may be offset by companion animal strength, Jacob tells investors in a research note. While concerns of a potential deal with Bayer (BAYRY) have pushed Elanco shares lower, "forecastable" concerns are built in at current levels, says the analyst.
08/26/19
BOFA
08/26/19
DOWNGRADE
Target $30
BOFA
Neutral
BofA/Merrill downgrades Elanco to Neutral on Bayer deal uncertainty
BofA/Merrill analyst Michael Ryskin downgraded Elanco Animal Health (ELAN) to Neutral from Buy with a $30 price target. While the acquisition of Bayer's (BAYRY) Animal Health business could turn out positive in the longer term, there is too much uncertainty in the near-term, including which parts of the portfolio will be divested due to antitrust issues, Ryskin tells investors in a research note. The analyst does not expect answers until nearer to deal close, which is expected in mid-2020.
10/21/19
PIPR
10/21/19
NO CHANGE
Target $100
PIPR
Overweight
Piper reiterates Overweight on Crispr Therapeutics with $100 price target
Piper Jaffray analyst Edward Tenthoff reiterates an Overweight rating on Crispr Therapeutics (CRSP) with a $100 price target after the company announced the consolidation of the Casebia joint venture with Bayer (BAYRY). Casebia will now operate within Crispr to develop its hemophilia, ophthalmology and autoimmune programs, Tenthoff tells investors in a research note. The primary driver for shares remains first ever CTX001 data in beta thalassemia and sickle cell disease in December, says Tenthoff.
BDX Becton Dickinson
$258.96

1.635 (0.64%)

09/26/19
WELS
09/26/19
NO CHANGE
WELS
Outperform
Becton Dickinson CEO transition not surprising, timing makes sense, says Wells Fargo
Wells Fargo analyst Larry Biegelsen notes that Becton Dickinson announced that current chairman and CEO Vince Forlenza will retire as CEO on January 1st, 2020 and that Tom Polen, current president and COO, will step into the role CEO and President. The analyst says the news does not come as a surprise based on management commentary over the past year, his tenure at Becton Dickinson and his age. The timing of the transition makes sense as the company enters the last year of BCR integration and is looking at the next phase of growth in 2021 and beyond, he contends. Overall, Biegelsen does not expect any material changes to Becton Dickinson's outlook or strategic direction under Polen's leadership. The analyst has an Outperform rating on the shares.
11/01/19
COWN
11/01/19
NO CHANGE
Target $255
COWN
Outperform
Becton Dickinson Q4 could prove to be challenging, says Cowen
Cowen analyst Joshua Jennings is cautious on Becton Dickinson heading into its Q4 results on November 5th. The analyst believes the sequential top-line acceleration for the quarter to be a challenging bar against the toughest comp of the year and therefore he is not anticipating the quarterly report to be a catalyst for the shares. Jennings maintained his Outperform rating and $255 price target on Becton Dickinson shares.
11/05/19
PIPR
11/05/19
NO CHANGE
Target $279
PIPR
Overweight
Becton Dickinson FY20 guidance seems conservative, says Piper Jaffray
Piper Jaffray analyst William Quirk said Becton Dickinson reported "fine" Q4 results, with revenue growth above expectations and adjusted EPS that "just beat" expectations. He also said he views the company's initial FY20 guidance, which trails the consensus view at the midpoint, as conservative given current foreign exchange rates and considering that a CEO transition "often comes with lowered initial expectations." Quirk, who sees Becton Dickinson being set up for a continued beat-and-raise cycle, keeps an Overweight rating on the shares and raised his price target to $279 from $266.
11/13/19
KEYB
11/13/19
NO CHANGE
Target $256
KEYB
Overweight
Becton Dickinson price target lowered to $256 from $262 at KeyBanc
KeyBanc analyst Matthew Mishan lowered his price target for Becton Dickinson to $256 from $262 but maintained an Overweight rating, telling investors in a research note that he remains confident in the broader value proposition, which he believes will eventually overcome near-term headwinds. Mishan says the company continues to meet its 5%-6% organic growth target, but he understands why it's trending toward the low end in FY20, adding that while initial EPS guidance missed expectations, the headwinds are transparent and it's still driving better year-over-year margin expansion.
BHE Benchmark Electronics
$34.80

0.23 (0.67%)

01/18/19
SIDC
01/18/19
INITIATION
Target $34
SIDC
Buy
Benchmark Electronics initiated with a Buy at Sidoti
Sidoti initiated Benchmark Electronics with a Buy rating and $34 price target.
04/30/19
NEED
04/30/19
INITIATION
NEED
Hold
Benchmark Electronics initiated with a Hold at Needham
Needham analyst James Ricchiuti resumed coverage of Benchmark Electronics with a Hold rating after its in-line Q1 results last week that showed lower gross margins due to the decline in the more-profitable semi-cap business. The analyst cites the delayed recovery for OEMs in that segment this year as one of the headwinds faced by the company and also warns that Benchmark Electronics may see nearly no growth in its overall business in 2020. Ricchiuti notes however that he may turn more constructive on the shares in the coming months if visibility on its performance improves or if there is a pullback in the stock price.
11/19/19
SIDC
11/19/19
DOWNGRADE
Target $36
SIDC
Neutral
Benchmark Electronics downgraded to Neutral from Buy at Sidoti
Sidoti analyst Anja Soderstrom downgraded Benchmark Electronics to Neutral from Buy with a $36 price target.
11/25/19
LSCM
11/25/19
INITIATION
Target $38
LSCM
Buy
Benchmark Electronics initiated with a Buy at Lake Street
Lake Street analyst Jaeson Schmidt initiated coverage of Benchmark Electronics with a Buy rating and $38 price target. The analyst believes Benchmark's transition to higher-value markets and the recent appointment of a new CEO have positioned the company for high-single to low double-digit growth longer-term. Investors are not fully appreciating the improving leverage as this transition continues, Schmidt tells investors in a research note.
CAE CAE
$26.02

-0.285 (-1.08%)

05/21/19
DESJ
05/21/19
DOWNGRADE
DESJ
Hold
CAE downgraded to Hold due to limited potential returns at Desjardins
Desjardins downgraded CAE to Hold from Buy citing "limited potential returns."
05/21/19
05/21/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. KKR (KKR) downgraded to Neutral from Outperform at Credit Suisse analyst Craig Siegenthaler citing a lower relative 12-month total return forecast and following the stock's 25%-30% total return year to date. 2. Ocular Therapeutix (OCUL) downgraded to Market Perform from Strong Buy at Raymond James and to Market Perform from Outperform at Cowen. 3. CAE (CAE) downgraded to Market Perform from Outperform at BMO Capital and to Hold from Buy citing "limited potential returns." 4. Tremont Mortgage Trust (TRMT) downgraded to Neutral from Buy at UBS with analyst Brock Vandervliet saying last week's surprising capital raise has eroded shareholder value. 5. Carlyle Group (CG) downgraded to Neutral from Outperform at Credit Suisse with analyst Craig Siegenthaler citing a lower relative 12-month total return forecast and following the stock's mid-30% total return year to date. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
08/30/19
SCOT
08/30/19
UPGRADE
SCOT
Outperform
CAE upgraded to Outperform from Sector Perform at Scotiabank
Scotiabank analyst Konark Gupta upgraded CAE to Outperform from Sector Perform.
08/30/19
08/30/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Abercrombie & Fitch (ANF) upgraded to Hold from Sell at Deutsche Bank with analyst Tiffany saying the company's falling margins are now reflected in its guidance. 2. DuPont (DD) upgraded to Outperform from Neutral at Exane BNP Paribas. 3. Credit Suisse (CS) upgraded to Outperform from Neutral at Exane BNP Paribas. 4. Tabula Rasa HealthCare (TRHC) upgraded to Buy from Hold at Stifel with analyst David Grossman saying the shares are trading at 4.1 times estimated 2020 revenue, which is more in line with comparable companies and a more attractive entry point, particularly given potential catalysts over the next 12-18 months. 5. CAE (CAE) upgraded to Outperform from Sector Perform at Scotiabank. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
CGNX Cognex
$49.86

-0.12 (-0.24%)

07/16/19
GSCO
07/16/19
NO CHANGE
GSCO
Goldman does not see favorable setup for Americas Multi-Industry into Q2
Goldman Sachs analyst Joe Ritchie does not see the setup as favorable for the Americas Multi-Industry sector into the Q2 reporting season with the exception of Buy-rated Honeywell (HON). The analyst says fiscal 2020 consensus expectations are too high for a third of the companies he covers while the setup is tough for the second half of 2019 as comps are only easier for five out of 27 stocks "at a time when growth is decelerating." As a result, Ritchie downgraded three cyclical stocks to Sell, namely Cognex (CGNX) and Parker-Hannifin (PH) from Neutral and Kennametal (KMT) double downgraded from Buy. He also upgraded Timken to Buy from Neutral as he believes expectations are more appropriately calibrated and its relative valuation is "compelling."
07/30/19
COWN
07/30/19
NO CHANGE
Target $50
COWN
Outperform
Cognex weakness creates an attractive entry point, says Cowen
Cowen analyst Joseph Giordano said the weakness in Cognex shares following its lower Q3 guidance has created an attractive entry point for investors. The analyst believes key markets are likely closer to trough levels versus other industrials and management commentary felt pretty "washed out". Giordano reiterated his Outperform rating and $50 price target on Cognex shares.
09/23/19
COWN
09/23/19
NO CHANGE
Target $60
COWN
Outperform
Cognex price target raised to $60 from $50 at Cowen
Cowen analyst Joseph Giordano raised his price target on Cognex to $60 from $50 following its Investor Day. The analyst said the near-term outlook for large consumer electronics auto markets remains tempered, but he believe investors are willing to look through that commentary and pay for signs of sequential stability. He also said the capability moat versus its competition is widening. Giordano reiterated his Outperform rating on Cognex shares.
09/23/19
DADA
09/23/19
NO CHANGE
Target $45
DADA
Neutral
Cognex price target raised to $45 from $40 at DA Davidson
DA Davidson analyst Matt Summerville raised his price target on Cognex to $45 after its Analyst Day presentation, saying its market growth is expected to continue at a double-digit rate over the long-term, while its "industry-leading" R&D spending has yielded a "competitive edge and a robust new product pipeline". The analyst still keeps a Neutral rating on Cognex shares however, noting that the company is still facing headwinds in its Consumer Electronics and Auto end markets, which combined account for over 50% of its annual revenues. Summerville also points to weakness in Cognex's China business, where economic sentiment and manufacturing activity "remain decidedly soft".
DDD 3D Systems
$8.42

0.065 (0.78%)

08/08/19
JPMS
08/08/19
DOWNGRADE
Target $7
JPMS
Underweight
JPMorgan downgrades 3D Systems to Underweight on 'gloomy' narrative
JPMorgan analyst Paul Coster downgraded 3D Systems (DDD) to Underweight from Neutral and lowered his price target for the shares to $7 from $8. The stock in premarket trading is down 9%, or 74c, to $7.41. The company posted "mixed" Q2 results and management's narrative "was gloomy" owing to weakness in the autos sector, lumpy ordering of a large enterprise customer, and a pause in metal systems sales, Coster tells investors in a research note. After reviewing the results, the analyst sees no reason for 3D Systems to trade at a premium to peer Stratasys (SSYS).
08/08/19
08/08/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Inogen (INGN) downgraded to Hold from Buy at Stifel and to Market Perform from Outperform at SVB Leerink. 2. QEP Resources (QEP) downgraded to Market Perform from Strong Buy at Raymond James, while Oasis Petroleum (OAS) was downgraded to Outperform from Strong Buy. 3. REV Group (REVG) downgraded to Sell from Neutral at Goldman Sachs, while Caterpillar (CAT) and Granite Construction (GVA) were downgraded to Neutral from Buy. 4. PlayAGS (AGS) double downgraded to Underperform from Buy at BofA/Merrill, to Hold from Buy at Union Gaming and Deutsche Bank. 5. 3D Systems (DDD) downgraded to Underweight from Neutral at JPMorgan. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/29/19
PIPR
10/29/19
NO CHANGE
PIPR
Overweight
Piper 3D printing survey brings better feedback in Q3
Piper Jaffray analyst Troy Jensen says feedback from his reseller survey indicates overall 3D printing industry demand was "fairly balanced" in Q3, with system and service bureau sales slightly below plan, offset by modest upside in material sales. The U.S. market "appears healthy," but sustained weakness in Europe is preventing growth for select vendors, Jensen tells investors in a research note. The analyst continues to believe production applications are slowly gaining momentum, which should be a better driver for system sales in 2020 and beyond. The survey generated better feedback following a "disappointing" Q2, according to Jensen. He has Overweight ratings on both 3D Systems (DDD) and Stratasys (SSYS), but prefers the latter. Stratasys' "significant number" of new product cycles will reaccelerate its system growth in 2020, Jensen contends.
10/31/19
PIPR
10/31/19
NO CHANGE
Target $12
PIPR
Overweight
Piper still confident in 3D Systems despite cautious Q4 guidance
Piper Jaffray analyst Troy Jensen says 3D Systems reported "solid" September quarter results with revenue and earnings beating consensus estimates. However, Q4 guidance was cautious given macro concerns and sustained technical problems with the company's metal 3D printer, Jensen tells investors in a research note. The analyst, however, remains confident that 3D Systems can reaccelerate product growth in 2020 "with a competitive metal offering, sustained strength in dental and health care, a host of new materials, and easier comps." He lowered his price target for the shares to $12 from $12.50 and reiterates an Overweight rating on the name.
HOLX Hologic
$52.26

0.11 (0.21%)

09/26/19
BOFA
09/26/19
UPGRADE
Target $59
BOFA
Buy
Hologic upgraded to Buy from Neutral at BofA/Merrill
BofA/Merrill analyst Ivy Ma upgraded Hologic to Buy and raised her price target to $59 from $54, saying she sees the company being on "steadier footing with organic growth upside in FY20" thanks to its tuck-in acquisitions. The analyst notes the deals boosted Hologic's breast health and the strength in molecular diagnostics, adding that its Cynosure headwinds also have likely bottomed out.
09/26/19
09/26/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Square (SQ) upgraded to Outperform from Market Perform at Wells Fargo analyst Timothy Willi saying the company's fundamentals remain strong while investor sentiment is "overly negative and close to inflecting." 2. Whirlpool (WHR) upgraded to Overweight from Neutral at JPMorgan with analyst Michael Rehaut saying he expects U.S. industry shipments to be more stable year-over-year through the end of 2019 and show "modest" growth in 2020. 3. Boston Beer (SAM) upgraded to Outperform from Market Perform at BMO Capital with analyst Amit Sharma saying Truly is "primed to capture" strong consumer demand and higher distribution/shelf space for hard seltzer. 4. AbbVie (ABBV) upgraded to Buy from Neutral at Citi with analyst Andrew Baum saying he believes AbbVie will "extract significant shareholder value" from Allergan's (AGN) franchises given its "strong commercial focus and patient/physician centricity." 5. Hologic (HOLX) upgraded to Buy from Neutral at BofA/Merrill with analyst Ivy Ma saying she sees the company being on "steadier footing with organic growth upside in FY20" thanks to its tuck-in acquisitions. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/16/19
PIPR
10/16/19
NO CHANGE
Target $59
PIPR
Overweight
Hologic shares can keep moving higher on Q4 beat, says Piper Jaffray
Piper Jaffray analyst William Quirk says his channel checks on Hologic's CynoSure are "stable," with eBay data suggesting secondhand laser availability was essentially flat sequentially in the quarter, with slightly higher selling prices year-over-year. The analyst believes Hologic's Molecular Diagnostics business will "once again" have the largest incremental impact on potential upside in the quarter. The stock can continue to move higher on a Q4 beat, Quirk tells investors in a pre-earnings research note. He keeps an Overweight rating on Hologic with a $59 price target.
11/20/19
PIPR
11/20/19
NO CHANGE
Target $58
PIPR
Overweight
Hologic sale of Cynosure the right move, says Piper Jaffray
Hologic's sale of Cynosure for $205M, a business it bought for $1.59B in 2017, is the "right move given the institutional challenges and softer economic forecast," Piper Jaffray analyst William Quirk tells investors in a research note. The analyst expects a more focused management team and "slightly" higher margins given the Cynosure "drag" relative to the core business. He maintains an Overweight rating on the shares with a $58 price target. The stock in morning trading is up 3% to $48.43.
ICAD iCAD
$7.63

0.06 (0.79%)

12/28/18
CHLM
12/28/18
NO CHANGE
CHLM
iCAD 'in good hands' with interim CFO Areglado, says Craig-Hallum
Following the iCAD's announcement that CFO Richard Christopher was resigning and the appointment of Scott Areglado as interim CFO, Craig-Hallum analyst Per Ostlund tells investors in a research note that the timing is "a little surprising" given the recent capital raise, but believes the company is "in good hands" with Areglado, who has been the company's Corporate Controller for more than seven years and held the interim CFO role the last time iCAD was conducting a CFO search. Ostlund has a Buy rating on shares.
INTC Intel
$56.08

0.08 (0.14%)

11/21/19
NEED
11/21/19
NO CHANGE
Target $45
NEED
Buy
Vicor Corporation price target raised to $45 from $42 at Needham
Needham analyst N. Quinn Bolton raised his price target on Vicor Corporation (VICR) to $45 and kept his Buy rating, saying the discussion at this week's SC19 Conference has made him "incrementally more positive" on the company's position as a leading supplier of 48V power solutions in the hyperscale data center and HPC markets. The analyst notes that the company appears to have secured design wins on NVIDIA's (NVDA) supercomputer instances as well as Intel's (INTC) Ponte Vecchio 7nm Xe GPU platform. Bolton also states that Vicor's 5-times enterprise value to expected 2021 sales multiple is largely in line with its analog/mixed-signal peer group.
12/02/19
BOFA
12/02/19
NO CHANGE
Target $70
BOFA
Buy
Intel price target raised to $70 from $65 at BofA/Merrill
BofA Merrill Lynch analyst Vivek Arya raised his price target on Intel shares to $70 from $65, noting that his 2020 pro-forma EPS estimate is 10% above consensus. He sees five reasons to stay positive on Intel, including the fact that 2019 will mark the second consecutive year of year-over-year sales growth outperforming core semis and he sees that trend repeating in 2020. The other four reasons to stay positive are Intel's continued opportunity to "right-size" its operating expenses; the company's "monster" buyback authorization; the expanding size of the "computing pie"; and what he views as a compelling valuation given the company's "highly strategic" U.S. assets. Arya keeps a Buy rating on Intel shares.
12/03/19
NOMU
12/03/19
NO CHANGE
NOMU
Nomura Instinet remains selective after monthly semiconductor data
The Semiconductor Industry Association released global semiconductor shipment data for the month of October, Nomura Instinet analyst David Wong tells investors in a research note. The data show a continuation of a seasonal lift in sales, with improving year-over-year numbers being driven primarily by easier year-ago comparisons, according to the analyst. He thinks that while many of the broader chip end markets remain soft, there are some segments that have shown signs of improvement, such as data center processors and semiconductor equipment. As such, Wong remains selective in his stock picks. The analyst reiterates Buy ratings on Intel (INTC), AMD (AMD), Applied Materials (AMAT), KLA-Tencor (KLAC) and Xilinx (XLNX).
12/05/19
MZHO
12/05/19
NO CHANGE
Target $64
MZHO
Buy
Intel checks indicate 'another potential solid' quarter, says Mizuho
Mizuho analyst Vijay Rakesh says his supply chain checks point to "another potential solid" December quarter and first half of 2020 for Intel. The analyst sees better than expected pick-up and sell-through on Cascade Lake, with Intel defending market share. Further, the checks show a push with the Cascade refresh going well and a "much better than seasonal" personal computer environment. Rakesh raised his December quarter earnings per share estimate for Intel to $1.29 from $1.25 and revenue estimate to $19.4B from $19.2B. He reiterates a Buy rating on the shares with a $64 price target.
KNCAY Konica Minolta Holdings, Inc.
$0.00

(0.00%)

LNVGY Lenovo
$0.00

(0.00%)

01/11/19
GSCO
01/11/19
UPGRADE
GSCO
Buy
Lenovo upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs upgraded Lenovo to Buy saying the company's data center and mobile turnaround is tracking ahead of its expectations.
02/22/19
NOMU
02/22/19
UPGRADE
NOMU
Buy
Lenovo upgraded to Buy from Neutral at Nomura Instinet
Nomura Instinet analyst Patrick Chen upgraded Lenovo to Buy and raised his price target for the shares to HKD8.2 from HKD5.6. The earnings risks for Lenovo have largely reduced with the successful execution of smartphone business transitions, share gain at the data center hardware market, and strengthening leadership in the PC space, Chen tells investors in a research note. He believes the stock's risk/reward is "turning attractive" and sees potential for 22.9% upside.
05/23/19
GSCO
05/23/19
UPGRADE
GSCO
Buy
Lenovo upgraded to Buy from Neutral at Goldman Sachs
05/24/19
GSCO
05/24/19
UPGRADE
GSCO
Buy
Lenovo upgraded to Buy from Neutral at Goldman Sachs
Goldman Sachs analyst Verena Jeng upgraded Lenovo Group to Buy from Neutral with a price target of HK$7.50. The company's fundamentals continue to improve following the Q4 beat and its valuation is attractive at current share levels, Jeng tells investors in a research note.
MDT Medtronic
$112.20

0.23 (0.21%)

11/20/19
DBAB
11/20/19
NO CHANGE
Target $123
DBAB
Buy
Medtronic price target raised to $123 from $118 at Deutsche Bank
Deutsche Bank analyst Pito Chickering raised Medtronic's price target to $123 from $118 saying the company's Q2 "brought no major surprises." The analyst expects sales growth acceleration in the second half of the fiscal year and 2021 and keeps a Buy rating on the shares.
11/25/19
ARGS
11/25/19
NO CHANGE
Target $135
ARGS
Buy
Medtronic price target raised to $135 from $120 at Argus
Argus analyst David Toung raised his price target on Medtronic to $135 and kept his Buy rating after its Q2 earnings beat that was driven by growth upside in Restorative Therapies Group and the Minimally Invasive Therapies Group businesses. The analyst also cites the company's "solid performance in emerging markets" and the strong sales of its diabetes products overseas, raising his FY20 and FY21 EPS views by 3c and 2c to $5.63 and $6.12 respectively.
12/03/19
MZHO
12/03/19
NO CHANGE
Target $9
MZHO
Buy
Mizuho views ViewRay deals, capital raise favorably
ViewRay (VRAY) last night announced the signature of non-binding memoranda of understanding with Elekta AB (EKTAY) and Medtronic (MDT) as well as a common stock offering for $75M, Mizuho analyst Difei Yang tells investors in a research note. Elekta and Medtronic are taking stakes in ViewRay as part of the stock offering, the analyst points out. Yang views these announcements favorably and believes they are further validation of ViewRay's MRIdian technology in addition to removing its financing overhang. The analyst reiterates a Buy rating on the shares with a $9 price target.
12/03/19
GUGG
12/03/19
NO CHANGE
Target $8
GUGG
Buy
Strategic element of ViewRay news 'more profound' than capital, says Guggenheim
Guggenheim analyst Chris Pasquale said he believes ViewRay's (VRAY) plans to issue $75M in new equity "should go a long way toward mitigating" investor concerns about the company's cash burn and balance sheet. However, as important as this improved liquidity is, he sees the strategic implications of collaborations with both Elekta (EKTAY) and Medtronic (MDT) as "even more profound," telling investors that the participation of two large, strategic partners in the equity raise is a significant endorsement of ViewRay's technology. Pasquale reiterates his Buy rating on ViewRay shares, which are up $1.10, or 32% to $4.50 in pre-market trading.
MMM 3M
$164.36

-2.745 (-1.64%)

07/26/19
FBCO
07/26/19
NO CHANGE
Target $194
FBCO
Outperform
3M price target raised to $194 from $180 at Credit Suisse
Credit Suisse analyst John Walsh raised his price target for 3M to $194 from $180 and maintained an Outperform rating following better than expected Q2 results. In a research note to investors, Walsh says he thinks the stock can grind higher given an organic sales growth inflection in the second half, on easing year ago comparisons coupled with market stabilization, which supports a 13X EV/EBITDA valuation. He cautions that environmental liabilities remain an overhang, with updates expected in the first quarter of 2020 and later in 2020.
08/06/19
JPMS
08/06/19
NO CHANGE
Target $143
JPMS
Underweight
JPMorgan's Tusa cuts 3M target to $140, keeps Underweight on shares
JPMorgan analyst Stephen Tusa lowered his price target for 3M to $140 from $143 and keeps an Underweight rating on the shares. While headlines for the company's Q2 results "looked like a clear beat to low expectations," the internals of the quarter support a negative thesis, Tusa tells investors in a research note titled "The 'Model' Is Broken." 3M is "far from out of the woods" around its structural challenges, "which is an inability to grow both sales and margins, driven by a higher cost to serve the customer than in the past, unmasked when volumes decline," contends the analyst.
09/12/19
JPMS
09/12/19
NO CHANGE
JPMS
Underweight
3M spoke to trends at lower end of guidance, says JPMorgan's Tusa
3M at a conference yesterday did not explicitly guide lower but spoke to trends at the low end of the range versus previous guidance, JPMorgan analyst Stephen Tusa tells investors in a research note. The analyst says the comments are in the direction of his below-consensus view, while noting they refer to results through August. Notably, 3M guided to somewhat softer Q3 organic and China growth, with the CFO citing "more macro uncertainty" in today's environment, says Tusa. Further, the analyst believes 3M's commentary on its business transformation also reinforces his point of a lack of visibility around benefits following high levels of spending, with returns on these initiatives seemingly "hard to discern." Tusa keeps an Underweight rating on 3M shares.
10/07/19
GUGG
10/07/19
DOWNGRADE
Target $200
GUGG
Neutral
Guggenheim downgrades Align Technology on rising competition, sinking sentiment
As previously reported, Guggenheim analyst Glen Santangelo downgraded Align Technology (ALGN) to Neutral from Buy with a price target of $200, down from $250. Santangelo now believes that competition is more aggressive than he originally anticipated after his proprietary channel checks suggested that the technical and service capabilities of the competition, while still "not nearly as good" as Align, may be evolving faster than expected. Many of the established dental companies - such as Dentsply Sirona (XRAY), 3M (MMM), Envista (NVST) and Henry Schein (HSIC) - are offering clear aligners at discounted prices and making a big push in this area, while the direct-to-consumer model has attracted significant attention in the wake of the recent SmileDirectClub (SDC) IPO, Santangelo stated. In all, his view is that sentiment on Align will likely remain challenged until investors fully understand the impact of the new competitive landscape, which may take until later in 2020.
MMSI Merit Medical
$28.49

0.09 (0.32%)

09/23/19
OPCO
09/23/19
INITIATION
Target $40
OPCO
Outperform
Merit Medical initiated with an Outperform at Oppenheimer
Oppenheimer analyst Steven Lichtman started Merit Medical Systems with an Outperform rating and $40 price target. The current valuation, which represents a 35% discount to peers, is attractive, Lichtman tells investors in a research note. He sees revenue opportunities for the company from market-share gains in embolic beads and a "building" oncology franchise.
09/24/19
09/24/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Disney (DIS) was initiated with an Outperform at Wells Fargo, while Netflix (NFLX) was initiated with a Market Perform, and CBS (CBS), Viacom (VIAB, VIA), and Fox Corp. (FOXA) were initiated with Underperform ratings. 2. Merit Medical (MMSI) initiated with an Outperform at Oppenheimer. 3. Global Payments (GPN) reinstated with a Buy at Goldman Sachs. 4. 10x Genomics (TXG) initiated with an Outperform at Evercore ISI. 5. Corcept Therapeutics (CORT) and Strongbridge Biopharma (SBBP) initiated with a Buy at Jefferies. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/31/19
PIPR
10/31/19
NO CHANGE
Target $30
PIPR
Overweight
Merit Medical price target lowered to $30 from $40 at Piper Jaffray
Piper Jaffray analyst Matt O'Brien lowered his price target for Merit Medical Systems to $30 from $40 saying the company reported disappointing Q3 results and lowered guidance for the full year. Management also removed their 2020 guidance, "leaving investors uncertain about the growth outlook for the business," O'Brien tells investors in a research note. He expects a "harsh reaction" in the stock today keeps an Overweight rating on Merit Medical as he believes the "franchise can turn around."
10/31/19
BRRR
10/31/19
NO CHANGE
Target $31
BRRR
Outperform
Merit Medical price target lowered to $31 from $59 at Barrington
Barrington analyst Michael Petusky lowered his price target for Merit Medical Systems to $31 from $59 saying the company's profitability in Q3 fell well short and its guidance was reduced significantly. Merit's "somewhat disappointing" revenue growth rate was less to blame for the quarter's profitability miss than the company's lack of discipline regarding operating expenses, Petusky tells investors in a post-earnings research note. He keeps an Outperform rating on the shares.
MSFT Microsoft
$149.92

0.07 (0.05%)

12/03/19
SPHN
12/03/19
NO CHANGE
Target $37
SPHN
Overweight
Stephens expects beat-and-raise quarter from Slack Technologies
Stephens analyst Ryan MacWilliams said he expects a beat-and-raise quarter from Slack Technologies (WORK), which he believes will help ease competition concerns regarding Microsoft's (MSFT) Teams product. He likes the set-up for Slack into its Q3 report, as he thinks Street estimates are likely conservative, buy-side expectations have been lowered and the shares have declined about 28% since the company's last earnings report. MacWilliams also argues that a "clean print" from Slack could encourage sidelined investors to get involved. He keeps an Overweight rating and $37 price target on Slack shares ahead of the company's report and call on December 4 to discuss earnings for the third quarter.
12/05/19
FBCO
12/05/19
NO CHANGE
Target $27
FBCO
Neutral
Slack Technologies price target lowered to $27 from $35 at Credit Suisse
Credit Suisse analyst Brad Zelnick lowered his price target for Slack Technologies (WORK) to $27 from $35 after the company reported "solid" Q3 results with revenue and billings ahead of expectations, though Q4 billings guidance at 39% y/y fell below the Street's 43% estimate. Heading into earnings, Zelnick says Slack was one of the most crowded shorts in his coverage and he believes investor expectations reflect competitive concerns ala Microsoft Teams (MSFT). The analyst maintains a Neutral rating.
12/05/19
BERN
12/05/19
NO CHANGE
Target $174
BERN
Outperform
Microsoft price target raised to $174 from $167 at Bernstein
Bernstein analyst Mark Moerdler raised his price target for Microsoft (MSFT) to $174 from $167 and maintained an Outperform rating, saying he believes that long-term, Azure will have "the same and probably better" gross margins than AWS (AMZN). Depending on the mix of Azure SaaS, PaaS and IaaS and the efficiency of each of these offerings, Moerdler estimates that Azure could have a long-term gross margin of mid-to-high 60s and operating margins potentially similar to current corporate margins. As Azure margins improve, he adds that they will drive up margins for all of Microsoft's Cloud offerings that run in Azure datacenters on Azure technology. The analyst previously estimated that Azure could easily be a $140B business.
12/05/19
MKMP
12/05/19
NO CHANGE
Target $28
MKMP
Buy
Slack may become cash flow positive in next 9-12 months, says MKM Partners
MKM Partners analyst Rohit Kulkarni kept his Buy rating and $28 price target on Slack Inc (WORK) after its Q3 earnings beat and raised FY20 guidance. The analyst notes that while the bears may point to slower growth of billings, its contracts with duration over 1 year ticked higher from last year, offering "greater evidence of long-term visibility." Kulkarni adds that thus far the competition from Microsoft Works (MSFT) does not appear to be affecting Slack's fundamentals or underlying metrics, and expects the company to generate positive free cash flows in the next 9 to 12 months.
NDRA Endra Life Sciences
$0.90

-0.1289 (-12.51%)

05/20/19
LSCM
05/20/19
INITIATION
Target $7
LSCM
Buy
Endra Life Sciences initiated with a Buy at Lake Street
Lake Street analyst Brooks O'Neil started Endra Life Sciences with a Buy rating and $7 price target. The company's next generation platform, Thermo Acoustic Enhanced Ultrasound, improves the common ultrasound with a radio frequency-based overlay to diagnose non- alcoholic fatty liver disease, O'Neil tells investors in a research note. He points out that NAFLD affects more than 1.4B people around the world. Further, he believes Endra's relationship with "ultrasound leader" GE Healthcare should speed up the company's commercialization.
06/13/19
DOTC
06/13/19
INITIATION
Target $5
DOTC
Buy
Endra Life Sciences initiated with a Buy at Dougherty
Dougherty analyst Kyle Bauser started Endra Life Sciences with a Buy rating and $5 price target.
07/15/19
HCWC
07/15/19
INITIATION
Target $6
HCWC
Buy
Endra Life Sciences initiated with a Buy at H.C. Wainwright
H.C. Wainwright analyst Vernon Bernardino started Endra Life Sciences with a Buy rating and $6 price target. The analyst sees broad potential of the company's TAEUS platform to expand the utility of conventional ultrasound imaging. He recommends buying the shares ahead of the potential to gain CE Mark for TAEUS in the second half of 2019.
NUAN Nuance
$17.73

0.18 (1.03%)

01/15/19
01/15/19
DOWNGRADE
Target $17

Equal Weight
Morgan Stanley downgrades Nuance to Equal Weight on lack of near-term catalysts
As previously reported, Morgan Stanley analyst Sanjit Singh downgraded Nuance to Equal Weight from Overweight, stating that he sees the potential for growth to accelerate in FY20 but he also sees a lack of near term catalysts along with tougher comps in healthcare. Singh lowered his price target on Nuance shares to $17 from $19.
09/27/19
WEDB
09/27/19
INITIATION
Target $23
WEDB
Outperform
Cerence initiated with an Outperform at Wedbush
Wedbush analyst Daniel Ives initiated Cerence (CRNC) with an Outperform rating and $23 price target. On September 16, Nuance Communications (NUAN) announced that, in connection with the previously announced spin-off of Cerence, it has been advised by Nasdaq that shares of Cerence common stock begin trading on a "when-issued" basis on the Nasdaq Global Select Market under the symbol "CRNCV" and will continue through October 1. Following the distribution date, shares of Cerence common stock are expected to trade "regular-way," at which time Cerence common stock will trade under the symbol "CRNC" on the Nasdaq Global Select Market.
10/01/19
RAJA
10/01/19
INITIATION
Target $38
RAJA
Strong Buy
Cerence initiated with a Strong Buy at Raymond James
Raymond James analyst Brian Gesuale initiated Cerence (CRNC) with a Strong Buy rating and a $38 price target. The analyst said that "Cerence is an artificial intelligence based natural language digital assistant in the automobile that unlocks a broader content ecosystem, enabling a safer more enjoyable customer experience. Think of this as the 'Siri' or 'Alexa' of the car." Gesuale said that the market is valuing Cerence as a high-end auto supplier, but he believes that will go up as more becomes known about the story. As previously reported, Nuance Communications (NUAN) is spinning off Cerence.
10/02/19
EVER
10/02/19
INITIATION
Target $24
EVER
Outperform
Cerence initiated with an Outperform at Evercore ISI
Evercore ISI analyst Chris McNally initiated coverage of Cerence (CRNC), which was just spun out of Nuance (NUAN), with an Outperform rating and $24 price target. He sees a mid-teens compound annual growth rate for the Automotive Voice/Cognitive Assistance industry through 2025, noting that Cerence has a "dominant 75%+" market share.
NVDA Nvidia
$208.60

-0.8 (-0.38%)

11/22/19
DAIW
11/22/19
DOWNGRADE
DAIW
Outperform
Nvidia downgraded to Outperform from Buy at Daiwa
Daiwa downgraded Nvidia to Outperform from Buy.
11/25/19
MSCO
11/25/19
UPGRADE
Target $259
MSCO
Overweight
Nvidia upgraded to Overweight from Equal Weight at Morgan Stanley
Morgan Stanley analyst Joseph Moore upgraded Nvidia to Overweight from Equal Weight with a $259 price target.
11/25/19
MSCO
11/25/19
UPGRADE
Target $259
MSCO
Overweight
Morgan Stanley upgrades Nvidia to Overweight ahead of gaming, cloud acceleration
As previously reported, Morgan Stanley analyst Joseph Moore upgraded Nvidia to Overweight from Equal Weight with a price target of $259, up from $217. Both of Nvidia's gaming and data center segments fell short of expectations over the course of 2019, but investments made this year in the gaming business should pay off in 2020 while recent Cloud commentary indicates that the inflection in "conversational AI" is real and new Nvidia products should ease concerns about competition in the data center segment, Moore tell investors. Although he expects a tough semiconductor environment more broadly, and believes the stock is expensive on near-term earnings, Moore sees upside from here for Nvidia shares, he concludes.
11/25/19
11/25/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Deckers Brands (DECK) upgraded to Outperform from Market Perform at Wells Fargo with analyst Tom Nikic saying the stock's upside guidance potential amid improving weather outlook for the 2nd half of FY20 and also cites the company's "compelling" portfolio structure along with its "cash cow" UGG brand. 2. Wendy's (WEN) upgraded to Buy from Hold at Stifel with analyst Chris O'Cull saying he left recent management meetings with greater confidence in the company's sales and EBITDA drivers over the next few years, especially the breakfast launch planned for 2020. 3. Hasbro (HAS) upgraded to Buy from Neutral at UBS with analyst Arpine Kocharyan saying expectations for the company have seen a "meaningful reset" after a weak Q3 results, but he sees upside in the stock thanks to the better than expected revenue and the cost synergies from Entertainment One acquisition, along with the momentum of its gaming portfolio. 4. Nvidia (NVDA) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Joseph Moore saying both of Nvidia's gaming and data center segments fell short of expectations over the course of 2019, but investments made this year in the gaming business should pay off in 2020 while recent Cloud commentary indicates that the inflection in "conversational AI" is real and new Nvidia products should ease concerns about competition in the data center segment. 5. Arrowhead (ARWR) upgraded to Outperform from Neutral at Baird with analyst Madhu Kumar saying Medicines Company's (MDCO) announcement of a definitive agreement to be acquired by Novartis (NVS) forces him to re-evaluate Arrowhead' RNAi platform, which is heavily levered to lipid-modifying RNAi drugs for cardiovascular disease. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
PGNX Progenics
$4.99

-0.02 (-0.40%)

12/07/18
FBCO
12/07/18
INITIATION
Target $6.5
FBCO
Outperform
Progenics initiated with an Outperform at Credit Suisse
Credit Suisse analyst Martin Auster initiated Progenics with an Outperform rating and $6.50 price target. In a research note to investors, Auster says he believes Progenics' royalties and future milestones from Relistor and revenue from Azedra support a core business with an NPV of about $5 per share, and says that as the commercial uptake of Azedra begins to unfold, investor focus is expected to turn to upside opportunities in prostate cancer PSMA-targeting diagnostic and therapeutic approaches. He adds that Novartis' (NVS) recent $2.1B acquisition of Endocyte (ECYT) supports pharma interest and attractive valuations in the space.
07/29/19
BRKL
07/29/19
INITIATION
Target $10
BRKL
Buy
Progenics initiated with a Buy at Brookline
Brookline Capital Markets analyst Kumaraguru Raja initiated Progenics with a Buy and $10 price target.
10/02/19
FBCO
10/02/19
NO CHANGE
FBCO
Lantheus deal for Progenics has 'some strategic merit,' says Credit Suisse
Credit Suisse analyst Martin Auster said Lantheus' (LNTH) deal to acquire Progenics (PGNX) would value the latter at about $6 per share based on Lantheus closing price yesterday, though Lantheus is down about 20% following the deal announcement. He sees some strategic merit in the deal, given Lantheus' manufacturing and commercial expertise with radiopharmaceuticals and imaging agents, though he said there is still uncertainty on the launch path for Azedra and the PyL readout. The premium is "generally on the lighter side of biotech transactions," but Auster thinks the combined entity will have adequate resources to continue investing and calls expected synergies a source of potential upside.
PSTG Pure Storage
$15.87

0.07 (0.44%)

10/16/19
10/16/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Johnson & Johnson (JNJ) upgraded to Neutral from Underweight at Atlantic Equities. 2. FMC Corporation (FMC) upgraded to Outperform from Neutral at Baird with analyst Ben Kallo saying he believes FMC's new product introductions, expected share gains in key markets, and operating leverage can drive revenue and adjusted EBITDA growth in 2020 and beyond. 3. Pure Storage (PSTG) upgraded to Outperform from Market Perform at Raymond James with analyst Simon Leopold saying recent VAR/Distributor checks have reflected positive sentiment suggesting Pure can exceed current Street estimates and he has gained a greater appreciation for the market expansion offered by the new FlashArray//C. 4. PDF Solutions (PDFS) upgraded to Buy from Hold at Craig-Hallum with analyst Christian Schwab saying PDF Solutions is transitioning the company to an analytics software model, and believes that looking out 3-5 years, and in line with management's long term model shared at the company's Analyst Day, it can become a "Rule of 40" SaaS like company with 70% gross margins and in aggregate a 20% top line growth rate and 20% operating margin. 5. Builders FirstSource (BLDR) and BMC Stock Holdings (BMCH) upgraded to Overweight from Equal Weight at Stephens. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/12/19
JPMS
11/12/19
NO CHANGE
Target $28
JPMS
Overweight
Pure Storage risk/reward profile 'very attractive,' says JPMorgan
After speaking with five key contacts in the Pure Storage ecosystem, JPMorgan analyst Pinjalim Bora says the company's partners were largely upbeat about the Q3 demand environment. Regarding the competitive environment, multiple partners opined that Pure Storage is winning market-share and mind-share, Bora tells investors in a research note. The analyst continues to view the stock's risk/return profile as "very attractive" and he keeps an Overweight rating on the name with a $28 price target.
11/22/19
LEHM
11/22/19
NO CHANGE
Target $19
LEHM
Overweight
Pure Storage Q3 results 'clearly a disappointment,' says Barclays
Pure Storage's fiscal Q3 revenue miss and weaker guidance were "clearly a disappointment and masked some of the positive momentum," Barclays analyst Tim Long tells investors in a post-earnings research note. He lowered his price target for the shares to $19 from $21 but keeps an Overweight rating on the name. The weaker demand environment and worse competitive pricing dynamics led to a $40M reduction in the fiscal 2020 outlook, explains the analyst. However, Long believes the pressure is secular, and he remains positive given Pure Storage's outperformance in storage and "discounted valuation."
11/22/19
COWN
11/22/19
NO CHANGE
Target $19
COWN
Outperform
Pure Storage price target lowered to $19 from $23 at Cowen
Cowen analyst Karl Ackerman lowered his price target on Pure Storage to $19 from $23 following Q3 results. He believes the selling after hours was out of frustration as the company guided lower for the third consecutive quarter. The analyst is concerned if its evolving procurement decisions further elongate a top-line recovery. Ackerman maintained his Outperform rating on Pure Storage shares.
RTIX RTI Surgical
$1.89

(0.00%)

05/29/19
CANT
05/29/19
INITIATION
Target $7
CANT
Overweight
RTI Surgical initiated with an Overweight at Cantor Fitzgerald
Cantor Fitzgerald analyst Craig Bijou started RTI Surgical Holdings with an Overweight rating and $7 price target.
05/29/19
CANT
05/29/19
INITIATION
Target $7
CANT
Overweight
Cantor starts RTI Surgical at Overweight, sees valuation 'disconnect'
Cantor Fitzgerald analyst Craig Bijou initiated coverage of RTI Surgical Holdings with an Overweight rating and $7 price target. New management over the last two years has transitioned the company focus to higher growth novel therapies in spine through several acquisitions and licensing deals, Bijou tells investors in a research note. The analyst believes RTI's "new differentiated" spine products will become the "growth engine" for the company, supported by its "profitable" OEM business. He sees a "disconnect" between RTI's current valuation given the potential for growth in its spine business.
09/16/19
SIDC
09/16/19
INITIATION
Target $5
SIDC
Buy
RTI Surgical initiated with a Buy at Sidoti
Sidoti initiated RTI Surgical with a Buy and $5 price target.
SMMNY Siemens Healthineers
$0.00

(0.00%)

09/19/19
JPMS
09/19/19
DOWNGRADE
JPMS
Underweight
Siemens Healthineers downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst David Adlington downgraded Siemens Healthineers to Underweight from Neutral and lowered his price target for the shares to 32.30 euros from 34.90 euros. The analyst says the company's Diagnostics turnaround is taking longer than expected.
SSYS Stratasys
$18.53

0.11 (0.60%)

10/21/19
WBLR
10/21/19
NO CHANGE
WBLR
Underperform
William Blair calls Stratasys best short idea for Q3 earnings
William Blair analyst Brian Drab names Stratasys his best short idea into the Q3 earnings season. The stock will likely move lower on the company's third-quarter report, Drab tells investors in a research note. He expects Stratasys to miss on revenue and cuts its guidance. Just to hit the low end of the revenue range, Stratasys would need to report a sequential revenue increase of about 10% in the second half of the year compared with the first half, the analyst notes. He sees a "not overly bearish" scenario of the company reporting 2019 revenue of $640M, well below the $670M low end of the guidance range. This would translate to 2019 earnings per share in the 45c-55c range, below the low end of the company's 55c-70c guidance range, says Drab. Although the stock is down about 25% from the Q2 earnings call, the analyst still sees further downside on the Q3 report. He keeps an Underperform rating on Stratasys.
11/13/19
PIPR
11/13/19
NO CHANGE
Target $26
PIPR
Overweight
Stratasys price target lowered to $26 from $32 at Piper Jaffray
Piper Jaffray analyst Troy Jensen reiterated an Overweight rating on Stratasys but cut his price target on the shares to $26 from $32 after the company's third quarter results, which included a top-line miss as the company continues to face macro headwinds in Europe and Asia. Jensen said that, despite these headwinds, he is pleased to see growth in the Americas, with "strong" demand in professional and production products along with growth in its target verticals of automotive and aerospace. The analyst added that he continues to believe Stratasys will deliver accelerating revenue growth in 2020 with several new product cycles gaining momentum.
11/14/19
LOOP
11/14/19
NO CHANGE
Target $18
LOOP
Hold
Stratasys price target lowered to $18 from $27 at Loop Capital
Loop Capital analyst Ananda Baruah lowered his price target on Stratasys to $18 and kept his Hold rating after its mixed Q3 results, with a 1c beat on earnings and a miss on revenue, as well as the company's cut in its FY19 revenue outlook. The analyst notes that the company is making good progress with its "key production systems and materials qualification milestones", but is seeing a greater headwind amid capex spending compression in Europe and China - particularly in their auto markets.
TDY Teledyne
$345.40

2.03 (0.59%)

04/02/19
COWN
04/02/19
INITIATION
Target $265
COWN
Outperform
Teledyne initiated with an Outperform at Cowen
Cowen analyst Joseph Giordano initiated Teledyne with an Outperform and $265 price target citing its uniquely curated, diverse portfolio with secular leverage to high-end vision technologies, precision instrumentation, and modern warfare. Giordano sees nearly $2.5B in organic free cash flow generation over the next 5 years, supplementing a 1x net leveraged balance sheet.
07/25/19
NEED
07/25/19
NO CHANGE
Target $328
NEED
Buy
Teledyne price target raised to $328 from $275 at Needham
Needham analyst James Ricchiuti raised his price target on Teledyne to $328 and kept his Buy rating after its better than expected Q2 results driven by "much stronger" margins. The analyst cites the "ongoing strength" in the company's Life Sciences, Test & Measurement and Defense businesses, helping offset the weakness in its industrial machines segment. Ricchiuti further points to the bookings strength of Teledyne's Marine Instrumentation, highlighting the recovery in the offshore energy business expected later this year.
08/07/19
COWN
08/07/19
NO CHANGE
Target $300
COWN
Outperform
Teledyne price target raised to $300 from $275 at Cowen
Cowen analyst Joseph Giordano raised his price target on Teledyne to $300 from $275 citing its business diversity, idiosyncratic drivers, and upward earnings momentum. The analyst said it deserves its top pick status and yet remains widely underfollowed by the Street. Giordano reiterated his Outperform rating on Teledyne shares.
09/27/19
COWN
09/27/19
NO CHANGE
Target $375
COWN
Outperform
Teledyne price target raised to $375 from $300 at Cowen
Cowen analyst Joseph Giordano raised his price target on Teledyne to $375 from $300 following its investor day meeting. The analyst continues to see an intriguing story which is reaching and resonating with a broader audience. He said the near-term visibility from A&D and energy along with niche drivers in test and measurement and imaging applications, make the larger company still actionable today. Giordano reiterated his Outperform rating on Teledyne shares.
TMO Thermo Fisher
$315.93

0.3 (0.10%)

11/14/19
JEFF
11/14/19
NO CHANGE
JEFF
Thermo Fisher has balance sheet to support Qiagen deal, says Jefferies
Jefferies analyst Brandon Couillard believes Thermo Fisher's (TMO) balance sheet has "more than enough capacity" to support an $11B-plus acquisition and he thinks Qiagen (QGEN) "would fit reasonably well." Bloomberg last night reported that the two companies a near a possible deal. Further, antitrust implications, while less clear right now, are unlikely big enough to derail a deal, adds the analyst. His initial view "conservatively suggests" 5%-6% accretion to Thermo Fisher. Couillard thinks Qiagen could be worth $40 to $45 per share in a buyout based on historical deal comps.
11/14/19
EVER
11/14/19
UPGRADE
Target $42
EVER
Outperform
Evercore upgrades Qiagen to Outperform after report of Thermo Fisher interest
Evercore ISI analyst Luke Sergott upgraded Qiagen (QGEN) to Outperform from In Line with a price target of $42, up from $31, following a Bloomberg report yesterday that Thermo Fisher (TMO) may be considering a buyout of the company. He thinks Qiagen business is "attractive" within the Tools landscape and he believes the company's operations have been appropriately reset following two quarters of misses and the CEO transition, Sergott tells investors. He also sees the possibility for acceleration given the incremental growth he expects from new products, the analyst added.
11/14/19
STFL
11/14/19
INITIATION
Target $345
STFL
Buy
Thermo Fisher initiated with a Buy at Stifel
Stifel analyst Daniel Arias initiated coverage of Thermo Fisher with a Buy rating and $345 price target. The analyst says the company offers the "best combination of solid growth and reasonable valuation" in his initiated group driven by its "top-notch execution on internal improvement efforts" and has the potential to grow its organic revenue by high-single digits. Arias adds that he is eyeing a return to organic growth rate of 7% in FY20 against the more favorable comparison than the 6% in FY19.
11/15/19
JPMS
11/15/19
NO CHANGE
Target $330
JPMS
Overweight
JPMorgan sees Qiagen shares worth $43 in potential Thermo Fisher deal
JPMorgan analyst Tycho Peterson says historical comps and synergy opportunities imply a takeover price for Qiagen (QGEN) of $43 per share in a deal with Thermo Fisher (TMO). The analyst assumes Thermo would fund the reported acquisition with a mix of cash on hand and new debt. He sees potential for 75c-80c earnings per share accretion in year one, $1.06-$1.09 accretion in year two, and $1.53 accretion in year five. Further, Peterson feels the antitrust risk of a deal is manageable. He keeps an Overweight rating on Thermo Fisher with a $330 price target.
TXN Texas Instruments
$120.76

0.48 (0.40%)

10/23/19
JEFF
10/23/19
NO CHANGE
Target $150
JEFF
Buy
Texas Instruments selloff on outlook should be bought, says Jefferies
Jefferies analyst Mark Lipacis lowered his price target for Texas Instruments to $150 from $170 saying that while the reduced Q4 outlook surprised him, historical trend and inventory analyses "tell us the weakness should be bought." The last two times Texas Instruments sales spiked materially below the trendline were in 2009 and 2016, and 12 months later the shares outperformed the S&P 500 Index index by 27% and 37%, Lipacis tells investors in a research note. He keeps a Buy rating on the stock.
10/23/19
MSCO
10/23/19
NO CHANGE
Target $109
MSCO
Equal Weight
Morgan Stanley 'surprised' by magnitude of Texas Instruments weakness
Morgan Stanley analyst Joseph Moore said he had expected weakness from Texas Instruments, but he was surprised at the magnitude and TI's comments citing weakness in nearly all end markets, in all geographies, and at "nearly every major customer." The analyst thinks the duration of this downcycle will "clearly be longer" than usual and doesn't expect TI to see year-over-year growth until the third quarter of 2020, at the earliest. Moore keeps an Equal Weight rating on TI shares and trimmed his price target for the stock to $109 from $110.
10/25/19
BOFA
10/25/19
DOWNGRADE
Target $44
BOFA
Neutral
BofA downgrades Avnet to Neutral on macro weakness, TI disengagement
BofA/Merrill Lynch analyst Ruplu Bhattacharya downgraded Avnet (AVT) to Neutral from Buy after the company gave more details on the impact of the Texas Instruments (TXN) disengagement during its earnings call, stating that it will lose about $2B of annual revenue and implying an annual EPS impact of about $1.15. Although the TI business was "low-margin fulfillment" and Avnet announced an incremental $35M in restructuring on top of its previously announced plan, the company will be hurt in the near-term from having a larger infrastructure and workforce while being faced with lower revenues, Bhattacharya said. Lower volumes in the near-term due to both the TI disengagement plus a weak macro environment will hurt margins over the next 3-4 quarters, said Bhattacharya, who thinks some can be offset by benefits from added restructuring. The analyst cut the price target on Avnet shares to $44 from $47.
10/28/19
JEFF
10/28/19
NO CHANGE
Target $150
JEFF
Buy
Texas Instruments recent selloff a buying opportunity, says Jefferies
Jefferies analyst Mark Lipacis views the post-earnings selloff in shares of Texas Instruments as a "particular buying opportunity." The company's reduced Q4 outlook is more a catch-up to peers than a foreshadowing of more negative cuts for the group, Lipacis tells investors in a research note. He keeps a Buy rating on Texas Instruments with a $150 price target.
VAR Varian Medical
$139.15

0.6 (0.43%)

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.
10/24/19
BRRR
10/24/19
NO CHANGE
Target $152
BRRR
Outperform
Varian Medical price target raised to $152 from $146 at Barrington
Barrington analyst Michael Petusky raised his price target for Varian Medical Systems to $152 from $146 following the company's better than expected fiscal Q4 results. Varian delivered a strong revenue and profitability performance, and its order momentum in oncology was also solid at 7%, Petusky tells investors in a research note. He maintains an Outperform rating on Varian shares.
11/18/19
BARD
11/18/19
NO CHANGE
Target $158
BARD
Outperform
Varian Medical elevated to Fresh Pick at Baird
Baird analyst Jason Bednar said he was incrementally positive on Varian Medical following its investor day as management unveiled a better-than-expected LRP, including 8-11% revenue and 12-17% CAGRs; the fruits of internal investments and a strategic shift towards higher growth, higher-margin recurring revenue sources. The analyst sees a path to multiple expansion and believes it has one of the best risk/rewards in the medtech space. Bednar reiterated his Outperform rating and $158 price target and elevated Varian Medical shares to a Fresh Pick.
VREX Varex Imaging
$30.17

-0.07 (-0.23%)

06/11/19
06/11/19
UPGRADE

Varex Imaging upgraded to Market Outperform from Perform at CJS Securities
CJS Securities analyst Lawrence Solow upgraded Varex Imaging to Market Outperform from Perform, citing his expectations for improved performance and a waning impact from tariffs.
09/09/19
09/09/19
NO CHANGE

Varex Imaging management to meet with Sidoti
Meetings to be held in Salt Lake City on September 9 and in Denver, CO on September 10 hosted by Sidoti.
10/21/19
OPCO
10/21/19
INITIATION
Target $40
OPCO
Outperform
Varex Imaging initiated with an Outperform at Oppenheimer
Oppenheimer analyst Suraj Kalia initiated coverage of Varex Imaging with an Outperform rating and $40 price target.
10/21/19
OPCO
10/21/19
INITIATION
Target $40
OPCO
Outperform
Oppenheimer starts Varex Imaging at Outperform with $40 price target
As previously reported, Oppenheimer analyst Suraj Kalia initiated coverage of Varex Imaging with an Outperform rating and $40 price target. The company is a "leading supplier" of x-ray imaging components with a roughly 20% share of a global x-ray imaging market that is $4B and growing at a 3-5% compound annual growth rate, Kalia noted. Switching costs are high, giving the company "stickiness" in its end-user sites, and barriers to entry are also high, the analyst added.
VYGR Voyager Therapeutics
$13.72

-0.6 (-4.19%)

05/08/19
HCWC
05/08/19
NO CHANGE
Target $26
HCWC
Buy
Voyager Therapeutics price target raised to $26 from $22 at H.C. Wainwright
H.C. Wainwright analyst Debjit Chattopadhyay raised his price target for Voyager Therapeutics to $26 from $22 saying execution was the consistent theme during the company's Q1 results. The analyst sees a "solid" balance sheet and "compelling" partnerships. He keeps a Buy rating on the shares.
06/18/19
WEDB
06/18/19
NO CHANGE
Target $36
WEDB
Outperform
Voyager Therapeutics price target raised to $36 from $27 at Wedbush
Wedbush analyst David Nierengarten raised his price target for Voyager Therapeutics to $36 from $27 as we begin to incorporate Huntington's disease gene therapy candidate VY-HTT01 into his valuation, assigning it a preliminary program valuation of about $9.5/share. The analyst reiterates an Outperform rating on the shares.
06/20/19
NOMU
06/20/19
NO CHANGE
Target $37
NOMU
Buy
Voyager Therapeutics price target raised to $37 from $26 at Nomura Instinet
Nomura Instinet analyst Christopher Marai raised his price target for Voyager Therapeutics (VYGR) to $37 from $26 after the company announced a restructured deal with Sanofi (SNY). Voyager now has worldwide rights to VY-HTT01 for Huntington's disease, and the ex-U.S. rights to VYFXN01 for Friedreich's ataxia have now been transferred to Neurocrine (NBIX), Marai tells investors in a research note. He believes obtaining the full rights to HTT01 is a positive for Voyager, especially after Roche (RHHBY) "posted positive derisking data." Marai reiterates a Buy rating on Voyager Therapeutics.
07/12/19
MSCO
07/12/19
NO CHANGE
Target $28
MSCO
Equal Weight
Voyager Therapeutics price target raised to $28 from $21 at Morgan Stanley
Morgan Stanley analyst Jeffrey Hung raised his price target on Voyager Therapeutics (VYGR) shares to $28 from $21 after the company recently announced that it will be getting back rights to VY-HTT01 for Huntington's disease in a restructuring of its partnership with Sanofi Genzyme (SNY). While early in development, Hungs think VY-HTT01 could be a roughly $900M product for Voyager. Although he appreciates the opportunity in Huntington's and is "constructive" on VY-AADC in Parkinson's, Hung keeps an Equal Weight rating on Voyager shares, citing what he sees as limited near-term clinical catalysts.
WTKWY Wolters Kluwer
$0.00

(0.00%)

05/17/19
JPMS
05/17/19
DOWNGRADE
JPMS
Underweight
Wolters Kluwer downgraded to Underweight from Neutral at JPMorgan
JPMorgan analyst Daniel Kerven downgraded Wolters Kluwer to Underweight from Neutral with a price target of 57 euros.

TODAY'S FREE FLY STORIES

EXAS

Exact Sciences

$85.16

-0.25 (-0.29%)

06:13
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YETI

Yeti

$31.82

1.19 (3.89%)

06:12
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GM

General Motors

$35.23

0.13 (0.37%)

06:12
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  • 07

    Jan

WST

West Pharmaceutical

$146.54

1.07 (0.74%)

06:11
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Downgrade
West Pharmaceutical rating change  »

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LULU

Lululemon

$233.31

3.75 (1.63%)

06:09
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12/12
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06:09
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INTC

Intel

$57.04

0.43 (0.76%)

, IBM

IBM

$133.81

-0.12 (-0.09%)

06:09
12/12/19
12/12
06:09
12/12/19
06:09
Periodicals
Intel hires former GlobalFoundries CTO Gary Patton, Reuters reports »

Intel (INTC) has hired…

INTC

Intel

$57.04

0.43 (0.76%)

IBM

IBM

$133.81

-0.12 (-0.09%)

03/08/13
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03/08/13
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03/06/13
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  • 23

    Jan

HD

Home Depot

$211.96

-3.88 (-1.80%)

06:06
12/12/19
12/12
06:06
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06:06
Downgrade
Home Depot rating change  »

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  • 25

    Feb

JPM

JPMorgan

$134.17

-0.31 (-0.23%)

06:06
12/12/19
12/12
06:06
12/12/19
06:06
Periodicals
JPMorgan to revamp wealth management business, WSJ reports »

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  • 14

    Jan

WST

West Pharmaceutical

$146.54

1.07 (0.74%)

06:06
12/12/19
12/12
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06:06
Downgrade
West Pharmaceutical rating change  »

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CHEF

Chefs' Warehouse

$35.51

-0.06 (-0.17%)

06:05
12/12/19
12/12
06:05
12/12/19
06:05
Initiation
Chefs' Warehouse initiated  »

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  • 12

    Dec

OII

Oceaneering

$13.48

0.32 (2.43%)

06:03
12/12/19
12/12
06:03
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06:03
Upgrade
Oceaneering rating change  »

Oceaneering upgraded to…

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SYY

Sysco

$82.88

0.38 (0.46%)

06:03
12/12/19
12/12
06:03
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06:03
Initiation
Sysco initiated  »

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MPWR

Monolithic Power

$169.05

4.15 (2.52%)

06:01
12/12/19
12/12
06:01
12/12/19
06:01
Initiation
Monolithic Power initiated  »

Rosenblatt starts…

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HD

Home Depot

$211.96

-3.88 (-1.80%)

06:01
12/12/19
12/12
06:01
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06:01
Upgrade
Home Depot rating change  »

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  • 25

    Feb

SPNE

SeaSpine

$12.00

-0.58 (-4.61%)

05:57
12/12/19
12/12
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12/12/19
05:57
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SeaSpine rating change  »

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GMED

Globus Medical

$56.88

0.03 (0.05%)

05:56
12/12/19
12/12
05:56
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05:56
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Globus Medical rating change  »

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GKOS

Glaukos

$57.32

-1.895 (-3.20%)

05:56
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05:56
Downgrade
Glaukos rating change  »

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MMSI

Merit Medical

$29.99

0.69 (2.35%)

05:55
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SWAV

ShockWave Medical

$41.84

1.41 (3.49%)

05:55
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DPZ

Domino's Pizza

$293.12

8.48 (2.98%)

, PZZA

Papa John's

$60.84

1.29 (2.17%)

05:55
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Stephens to hold a plane trip »

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DPZ

Domino's Pizza

$293.12

8.48 (2.98%)

PZZA

Papa John's

$60.84

1.29 (2.17%)

TXRH

Texas Roadhouse

$57.25

0.55 (0.97%)

03/08/13
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03/06/13
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  • 12

    Dec

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    Dec

  • 18

    Dec

MPWR

Monolithic Power

$169.05

4.15 (2.52%)

05:47
12/12/19
12/12
05:47
12/12/19
05:47
Initiation
Monolithic Power initiated  »

Monolithic Power…

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HUYA

Huya

$18.21

0.6 (3.41%)

05:35
12/12/19
12/12
05:35
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05:35
Initiation
Huya initiated  »

Huya initiated with a Buy…

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GMAB

Genmab

, AZN

AstraZeneca

$48.19

0.23 (0.48%)

05:32
12/12/19
12/12
05:32
12/12/19
05:32
Downgrade
Genmab, AstraZeneca, Roche rating change  »

Genmab downgraded to Hold…

GMAB

Genmab

AZN

AstraZeneca

$48.19

0.23 (0.48%)

RHHBY

Roche

$0.00

(0.00%)

03/08/13
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  • 12

    Dec

  • 16

    Dec

  • 17

    Dec

WBA

Walgreens Boots Alliance

$58.00

-0.4 (-0.68%)

, MCK

McKesson

$143.40

0.59 (0.41%)

05:31
12/12/19
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Walgreens Boots Alliance, McKesson create German wholesale JV »

Walgreens Boots Alliance…

WBA

Walgreens Boots Alliance

$58.00

-0.4 (-0.68%)

MCK

McKesson

$143.40

0.59 (0.41%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 08

    Jan

MTUAY

MTU Aero Engines

$0.00

(0.00%)

05:30
12/12/19
12/12
05:30
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05:30
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MTU Aero Engines rating change  »

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