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ADSK

Autodesk

$175.40

-0.21 (-0.12%)

, AKAM

Akamai

$85.96

0.34 (0.40%)

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

Wells Fargo to hold a summit

Wells Fargo TMT Summit will be held in Las Vegas on December 2-4.

ADSK

Autodesk

$175.40

-0.21 (-0.12%)

AKAM

Akamai

$85.96

0.34 (0.40%)

AMAT

Applied Materials

$55.33

-1.36 (-2.40%)

BL

BlackLine

$52.07

-0.4 (-0.76%)

CCO

Clear Channel Outdoor

$2.60

-0.005 (-0.19%)

CNSL

Consolidated Communications

$3.76

0.09 (2.45%)

DELL

Dell Technologies

$47.39

-0.39 (-0.82%)

DIOD

Diodes

$45.94

-0.37 (-0.80%)

EGHT

8x8, Inc.

$18.97

-0.65 (-3.31%)

IBM

IBM

$132.08

-0.89 (-0.67%)

IAC

IAC

$216.02

-1.93 (-0.89%)

HPE

HP Enterprise

$15.61

-0.155 (-0.98%)

MCHP

Microchip

$91.87

-2.38 (-2.53%)

MSFT

Microsoft

$149.33

-0.21 (-0.14%)

MX

MagnaChip

$11.04

-0.12 (-1.08%)

NOW

ServiceNow

$279.01

1.785 (0.64%)

NVDA

Nvidia

$207.66

-1.56 (-0.75%)

SIRI

Sirius XM

$6.78

-0.12 (-1.74%)

PLT

Poly

$24.59

-0.69 (-2.73%)

POWI

Power Integrations

$88.13

-0.66 (-0.74%)

SSP

E.W. Scripps

$14.28

-0.32 (-2.19%)

T

AT&T

$37.54

0.19 (0.51%)

ZEN

Zendesk

$75.46

0.82 (1.10%)

WK

Workiva

$42.25

0.59 (1.42%)

WIFI

Boingo Wireless

$11.09

-0.13 (-1.16%)

VZ

Verizon

$60.14

0.17 (0.28%)

VMW

VMware

$149.52

-4.425 (-2.87%)

VECO

Veeco

$13.14

(0.00%)

V

Visa

$181.88

-0.02 (-0.01%)

TYL

Tyler Technologies

$289.49

0.13 (0.04%)

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ADSK Autodesk
$175.40

-0.21 (-0.12%)

11/27/19
OPCO
11/27/19
NO CHANGE
Target $200
OPCO
Outperform
Autodesk price target raised to $200 from $175 at Oppenheimer
Oppenheimer analyst Koji Ikeda raised his price target for Autodesk to $200 from $175 saying the company reported "good" Q3 results and increased the full year free cash flow guidance. He believes Autodesk continues to perform well in a "shaky macro environment" and maintains an Outperform rating on the shares.
11/27/19
RBCM
11/27/19
NO CHANGE
Target $189
RBCM
Outperform
Autodesk price target raised to $189 from $175 at RBC Capital
RBC Capital analyst Matthew Hedberg raised his price target on Autodesk to $189 and kept his Outperform rating after its Q3 earnings beat and narrowed higher FY20 guidance midpoint. The analyst says the company is making progress around "construction, manufacturing and monetizing its non-paying users", while also citing its maintained annualized recurring revenue guidance that followed "rightsizing for some shift to upfront revenue, product-mix, and FX". Hedberg remains positive on Autodesk given the improving macro backdrop, his higher conviction in the model transition and free cash generation, as well as the company's ability to expand its Annualized Revenue Per Subscription metric.
11/29/19
SBSH
11/29/19
NO CHANGE
SBSH
Buy
Autodesk Q4 guidance should not be viewed negatively, says Citi
Citi analyst Tyler Radke views Autodesk's Q3 results as "solid" as the company's bookings reaccelerated. The guidance, while taking some parsing, is a net positive as fiscal 2020 revenue, billings, and cash flow guidance were largely raised on the Q3 beat, Radke tells investors in a post-earnings research note. And while Q4 annual recurring revenue guidance was below expectations, this shouldn't be viewed negatively as it was impacted by some subscription deals which closed early in Q3 versus Q4 and had to be recognized up front, adds the analyst. He continues to like to shares of Autodesk and keeps a Buy rating on the name.
12/03/19
ARGS
12/03/19
NO CHANGE
Target $200
ARGS
Buy
Autodesk price target raised to $200 from $184 at Argus
Argus analyst Joseph Bonner raised his price target on Autodesk to $200 and kept his Buy rating after its Q3 earnings beat and narrowed FY20 guidance. The analyst notes that the company continues to expand revenue and margins in spite of the macroeconomic uncertainty. Bonner adds that while the stock is trading at a 28% premium relative to peers on a enterprise value to expected forward revenue basis, that premium is below the 41% premium average over the past two years.
AKAM Akamai
$85.96

0.34 (0.40%)

10/29/19
DADA
10/29/19
NO CHANGE
Target $105
DADA
Buy
Akamai price target raised to $105 from $100 at DA Davidson
DA Davidson analyst Rishi Jaluria raised his price target on Akamai (AKAM) to $105 and kept his Buy rating after its "solid" Q3 results and Q4 guidance. The analyst notes that next quarter's outlook may also be conservative given the expected revenue contribution from next month's launch of Disney+ (DIS) and Apple TV+ (AAPL). Jaluria further cites Akamai management's commitment to 30% operating margins in 2020, which he sees as "achievable".
10/29/19
MSCO
10/29/19
NO CHANGE
Target $103
MSCO
Overweight
Akamai price target raised to $103 from $96 at Morgan Stanley
Morgan Stanley analyst Keith Weiss noted that Akamai's cloud security growth exceeded expectations in Q3 while the company's customer churn hit a five-year low. The analyst, who believes stronger Media growth and 30% operating margins can allow the company to sustain double-digit EPS growth through fiscal 2020, keeps an Overweight rating on Akamai shares and raised his price target on the stock to $103 from $96.
10/29/19
FBNS
10/29/19
NO CHANGE
Target $95
FBNS
Outperform
Akamai price target raised to $95 from $85 at FBN Securities
FBN Securities analyst Shebly Seyrafi raised the price target on Akamai (AKAM) shares to $95 from $85 after the company reported strong cloud security growth, higher than expected video and software growth and did not see the traditional slowdown in traffic during the summer months as had been seen in the past. Seyrafi, who keeps an Outperform rating on Akamai shares, thinks the upcoming Apple TV+ (AAPL) and Disney+ (DIS) launches will help Akamai more meaningfully in FY20.
12/02/19
PIPR
12/02/19
NO CHANGE
Target $103
PIPR
Overweight
Akamai remains a top pick heading into 2020 at Piper Jaffray
Piper Jaffray analyst James Fish keeps an Overweight rating on Akamai Technologies (AKAM) with a $103 price target following a deep dive around the primary questions surrounding the company. New over-the-top services create a $480M total addressable market by 2024, with Disney+ (DIS) representing $140M and Akamai likely getting 30% share, Fish tells investors in a research note. Second, there is $1B in cross-sell available within the Security installed base and a $5B total addressable market of the entire content delivery networks installed base, and Akamai has only 20% total penetration, adds the analyst. In addition, he believes that while management is likely to point to "high-teens" 2020 cloud security growth, it is likely conservative as it implies a significant decline in new business growth. Akamai remains one of the analyst's top picks heading into 2020.
AMAT Applied Materials
$55.33

-1.36 (-2.40%)

11/18/19
ARGS
11/18/19
NO CHANGE
Target $72
ARGS
Buy
Applied Materials price target raised to $72 from $60 at Argus
Argus analyst Jim Kelleher raised his price target on Applied Materials to $72 and kept his Buy rating after its better than expected Q4 results. The analyst believes that the company's positive annual comps should resume in Q1, while its recent acquisition of Japan's Kokusai Electric Corp should prove to be "complementary" to its single-wafer processing systems. Kelleher sees Applied Materials shares as "attractive" based on valuation as well the company's prospects for long-term top-line growth and margin expansion.
11/21/19
UBSW
11/21/19
DOWNGRADE
Target $48
UBSW
Sell
Applied Materials downgraded to Sell from Neutral at UBS
UBS analyst Timothy Arcuri downgraded Applied Materials to Sell from Neutral with a price target of $48, down from $49. The analyst sees headwinds for the company into the first half of 2020 as wafer fab equipment spending peaks in the near term and contracts for a few quarters. Applied Materials has estimate risk moving though 2020 "given a very extended run-rate in foundry/logic," Arcuri tells investors in a research note.
11/21/19
11/21/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. KLA-Tencor (KLAC), Applied Materials (AMAT), and Lam Research (LRCX) were downgraded to Sell from Neutral at UBS. 2. AMD (AMD) downgraded to Market Perform from Outperform at Northland with analyst Gus Richard saying AMD shares are now ahead of the company's fundamentals. 3. Cubic (CUB) downgraded to Neutral from Overweight at JPMorgan with analyst Mark Strouse saying the company reported "mixed" fiscal Q4 results with disappointing EBITDA on stronger than expected revenue. 4. Carnival (CCL) downgraded to Hold from Buy at SunTrust with analyst Charles Scholes citing his analysis of booking trends data, noting that while volumes have improved over the past 8 weeks, the demand is driven by pricing cuts and is targeting mainly the sailings which had been impacted by the September hurricane. 5. MacroGenics (MGNX) downgraded to Underweight from Equal Weight at Morgan Stanley with analyst David Lebowitz saying based on recent data, he believes that margetuximab might be approvable, but that the drug probably has a limited market opportunity. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
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).
BL BlackLine
$52.07

-0.4 (-0.76%)

07/02/19
GSCO
07/02/19
DOWNGRADE
Target $41
GSCO
Sell
BlackLine downgraded to Sell from Buy at Goldman Sachs
Goldman Sachs analyst Christopher Merwin double downgraded BlackLine to Sell from Buy and lowered his price target for the shares to $41 from $57. Despite being the leading provider of financial close accounting solutions in a $14B total addressable market, billings growth for Blackline has decelerated to the high-teens for the past three quarters, Merwin tells investors in a research note. This is below the 22% revenue growth that the Street currently has modeled for fiscal 2020, adds the analyst. Without a clear catalyst for a reacceleration in billings growth, Merwin thinks consensus revenue growth for next year may be difficult to achieve. Further, he believes Blackline's core product, a seat-based model, limits the ability for upsell.
10/04/19
FANA
10/04/19
INITIATION
Target $55
FANA
Outperform
BlackLine initiated with an Outperform at First Analysis
First Analysis analyst Terry Kiwala initiated BlackLine with an Outperform rating and a price target of $55, saying he believes the company can grow its revenue by over 20% over the medium term while it also continues to improve the operating leverage of the business. The analyst also calls BlackLine the "leader in financial automation software", noting its growth potential stems from greater awareness for its services among enterprise and middle-market firms as well as from referrals from its partners.
11/25/19
PIPR
11/25/19
INITIATION
Target $60
PIPR
Neutral
BlackLine initiated with a Neutral at Piper Jaffray
Piper Jaffray analyst Brent Bracelin initiated coverage of BlackLine with a Neutral rating and $60 price target.
11/26/19
PIPR
11/26/19
INITIATION
Target $60
PIPR
Neutral
BlackLine initiated with a Neutral on balanced risk/reward at Piper Jaffray
Piper Jaffray analyst Brent Bracelin last night initiated coverage of BlackLine with a Neutral rating and $60 price target. The analyst sees a "balanced" risk/reward profile after shares have rebounded 44% off the 52-week lows. He believes further improvement in billings and RPO growth are required to justify further multiple expansion.
CCO Clear Channel Outdoor
$2.60

-0.005 (-0.19%)

09/04/19
SBSH
09/04/19
INITIATION
Target $2.7
SBSH
Neutral
Clear Channel Outdoor initiated with a Neutral at Citi
Citi analyst Jason Bazinet started Clear Channel Outdoor with a Neutral rating and $2.70 price target. The company's U.S. asset sales can reduce its leverage. However, a buyer will have to pay cash and it will be difficult for any single firm to acquire all of Clear Channel's U.S. assets given pro forma leverage, Bazinet tells investors in a research note. As such, he expects the company's asset sales to be gradual.
09/04/19
COWN
09/04/19
INITIATION
Target $3
COWN
Outperform
Clear Channel Outdoor initiated with an Outperform at Cowen
Cowen analyst Lance Vitanza initiate Clear Channel Outdoor with an Outperform and $3 price target.
09/04/19
LEHM
09/04/19
INITIATION
Target $3
LEHM
Overweight
Clear Channel Outdoor initiated with an Overweight at Barclays
Barclays analyst Kannan Venkateshwar started Clear Channel Outdoor Holdings with an Overweight rating and $3 price target. Out-of-home advertising remains important at ~$30B in spending globally and among the most resilient, Venkateshwar tells investors in a research note. With digital billboard spending growing faster than even search and social media, Clear Channel faces a "secular tailwind that is still in a relatively early phase," says the analyst.
09/23/19
WELS
09/23/19
INITIATION
Target $4
WELS
Outperform
Clear Channel Outdoor initiated with an Outperform at Wells Fargo
Wells Fargo analyst Steven Cahall initiated Clear Channel Outdoor with an Outperform rating and a price target of $4. The analyst believes that "elevated leverage" has caused the stock to be misunderstood, dissuading investors from realizing just how "sticky" the out-of-home category is as an effective channel. Cahall also notes that the shift to digital signage is improving yields, while advertisers are drawn to its CPM metric and its "captive audience".
CNSL Consolidated Communications
$3.76

0.09 (2.45%)

04/25/19
RAJA
04/25/19
DOWNGRADE
RAJA
Market Perform
Consolidated Communications downgraded to Market Perform at Raymond James
Raymond James analyst Frank Louthan downgraded Consolidated Communications to Market Perform from Outperform.
04/25/19
RAJA
04/25/19
DOWNGRADE
RAJA
Market Perform
Consolidated Communications downgraded to Market Perform at Raymond James
Raymond James analyst Frank Louthan downgraded Consolidated Communications to Market Perform from Outperform, citing the board's decision to eliminate its dividend, made worse by taking it to zero all at one, forcing fund managers to immediately sell the stock. This leaves the company with a "multi-year path to rebuild credibility with investors with no yield and a distant promise of de-levering," and the analyst does not see this being a "smooth transition."
04/26/19
GUGG
04/26/19
DOWNGRADE
GUGG
Sell
Consolidated Communications downgraded to Sell from Neutral at Guggenheim
04/26/19
WELS
04/26/19
UPGRADE
Target $8
WELS
Outperform
Consolidated Communications upgraded to Outperform at Wells Fargo
Wells Fargo analyst Jennifer Fritzsche upgraded Consolidated Communications to Outperform from Market Perform following the stock's 34% move lower, stating that many of the headwinds she had been worried about are now behind the company. Though "optically a dividend cut is not ideal," the move was not made out of necessity but opportunistically, allowing the company to focus on deleveraging and moving forward with its fiber push, contends Fritzsche. She sees material upside from current levels based on her sum-of-the-parts analysis, though she cut her price target on the stock to $8 from $11.25.
DELL Dell Technologies
$47.39

-0.39 (-0.82%)

11/21/19
NOMU
11/21/19
INITIATION
Target $60
NOMU
Neutral
Dell Technologies initiated with a Neutral at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal initiated coverage of Dell Technologies with a Neutral rating and $60 price target.
11/21/19
NOMU
11/21/19
INITIATION
Target $60
NOMU
Neutral
Nomura starts Dell at Neutral, says 'not compelling' without VMware
Nomura Instinet analyst Jeffrey Kvaal initiated coverage of Dell Technologies (DELL) with a Neutral rating and $60 price target. The analyst believes "classic Dell has positives that may fade," threatened by public cloud growth, and notes that Dell is exposed to a softening macro climate. As such, investors may choose to invest in VMware's (VMW) growth directly, Kvaal tells investors in a research note. The analyst says Dell is "not compelling" without VMware.
11/21/19
11/21/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Noble Energy (NBL) initiated with a Buy at MKM Partners. 2. Smith & Nephew (SNN) initiated with a Buy at Citi. 3. Dell Technologies (DELL) initiated with a Neutral at Nomura Instinet. 4. Virgin Galactic (SPCE) initiated with an Outperform at Credit Suisse. 5. Alector (ALEC) initiated with a Buy at BTIG. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
11/27/19
FBCO
11/27/19
NO CHANGE
Target $55
FBCO
Neutral
Dell Technologies price target lowered to $55 from $61 at Credit Suisse
Credit Suisse analyst Matthew Cabral lowered his price target for Dell Technologies to $55 from $61 saying the company reported "mixed" Q3 results, with a revenue shortfall that was more than offset by margin upside to drive an earnings beat. Looking ahead, the updated fiscal 2020 guidance implies Q4 revenue growth could swing negative year-over-year, Cabral tells investors in a research note. He believes the demand environment for enterprise hardware remains soft and keeps a Neutral rating on Dell.
DIOD Diodes
$45.94

-0.37 (-0.80%)

04/17/19
LBOW
04/17/19
DOWNGRADE
LBOW
Neutral
Diodes downgraded to Neutral from Buy at Longbow
04/17/19
LBOW
04/17/19
DOWNGRADE
LBOW
Neutral
Longbow downgrades Texas Instruments, three other semis to Neutral
Longbow analyst Shawn Harrison downgraded Diodes (DIOD), ON Semiconductor (ON), Littelfuse (LFUS) and Texas Instruments (TXN) to Neutral from Buy to reflect a more conservative view of Q2 and second half sales growth relative to consensus expectations. Recent channel checks provided a more cautious view into any recovery given uncertainty in bookings in China and Europe, greater excess inventory than previously realized, and a return of semi pricing pressure, Harrison tells investors in a research note. Valuations also play a role in his downgrades of Littelfuse, Texas Instruments. For Diodes and ON Semiconductor, Harrison believes the slower demand recovery and a return of price declines will "mute clear secular tailwinds and weigh on sentiment, limiting upside."
08/19/19
WELS
08/19/19
INITIATION
Target $55
WELS
Outperform
Diodes initiated with an Outperform at Wells Fargo
Wells Fargo analyst Gary Mobley started coverage of Diodes with an Outperform rating and a $55 price target. The analyst does not believe the market fully appreciates how semiconductor industry consolidation has created a secular tailwind for the company, and does not think the accretion to be generated from the pending Lite-On Semiconductor acquisition is fully discounted in the current share price.
10/29/19
BARD
10/29/19
NO CHANGE
Target $46
BARD
Neutral
Diodes elevated to Fresh Pick designation at Baird
Baird analyst Tristan Gerra elevated Diodes to Fresh Pick after the company announced Life-On shareholders approved its proposed acquisition. He views the acquisition as strategic and positive over the medium-term and should be significantly accretive. The analyst sees multiple synergies including ramping HFAB utilization rates, cross selling opportunities, and a refocusing on high margin customers and end-markets. Gerra maintained his Neutral rating and raised his price target to $46 from $42 on Diodes shares.
EGHT 8x8, Inc.
$18.97

-0.65 (-3.31%)

10/24/19
RILY
10/24/19
UPGRADE
Target $18.5
RILY
Neutral
8x8, Inc. upgraded to Neutral from Sell at B. Riley FBR
B. Riley FBR analyst Josh Nichols upgraded 8x8, Inc. to Neutral from Sell with a $18.50 price target.
10/24/19
RILY
10/24/19
UPGRADE
Target $18.5
RILY
Neutral
8x8, Inc. upgraded to Neutral on valuation at B. Riley FBR
B. Riley FBR analyst Josh Nichols upgraded 8x8, Inc. to Neutral from Sell with an unchanged price target of $18.50. The analyst is stepping back to the sidelines ahead of the company's fiscal Q2 results on October 30, noting that the shares have been under pressure since the Q1 report at the end of July. Investor sentiment "appears to be shifting somewhat" with an increased focus on profitability, and the stock could remain under pressure if growth and cash burn do not significantly improve, Nichols tells investors in a research note. Despite the upgrade to Neutral he believes "execution risk lingers" at current valuation levels.
10/24/19
10/24/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Applied Materials (AMAT) upgraded to Buy from Hold at Craig-Hallum with analyst Christian Schwab citing competitor Lam Research's (LRCX) "strong" results and raised outlook, as he now believes he was previously too conservative. 2. Oshkosh (OSK) upgraded to Outperform from Neutral at Baird with analyst Mircea Dobre saying recent machinery peer reports show that guidance cuts are starting to result in multiple expansion and the company is well positioned to manage Access volatility. 3. 8x8, Inc. (EGHT) upgraded to Neutral from Sell at B. Riley FBR with Josh Nichols saying he is stepping back to the sidelines ahead of the company's fiscal Q2 results on October 30, noting that the shares have been under pressure since the Q1 report at the end of July. 4. Arvinas (ARVN) upgraded to Buy from Neutral at Goldman Sachs with analyst Terence Flynn citing the company's presentation of the first Phase 1 data for ARV-110 for prostate cancer and ARV-471 for breast cancer at a medical summit. 5. Rogers Communications (RCI) upgraded to Outperform from Sector Perform at RBC Capital with analyst Drew McReynolds saying the sector pullback is overdone and also cites the 17% decline in Rogers stock price since the February high that has taken the enterprise value to expected forward-twelve-month EBITDA multiple down to 7.1-times vs. large-cap peer multiple of 7.5-times. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/31/19
SRCH
10/31/19
UPGRADE
SRCH
Buy
8x8, Inc. upgraded to Buy from Hold at Summit Insights
Summit Insights analyst Jonathan Kees upgraded 8x8, Inc. to Buy from Hold following the Q3 report and raised guidance.
IBM IBM
$132.08

-0.89 (-0.67%)

10/17/19
STFL
10/17/19
NO CHANGE
Target $169
STFL
Buy
IBM likely to remain a 'show me' story into next year, says Stifel
Stifel analyst David Grossman notes disappointments from IBM's GTS segment and legacy software portfolio in Q3 as likely contributors to the 5% aftermarket decline in the stock despite Red Hat being a positive and the company maintaining its 2019 guidance. The Q3 results suggest stabilization of GTS, and now legacy Cognitive, will be 2020 events, which he thinks means that IBM will likely remain a "show me" story into next year, Grossman tells investors. He keeps a Buy rating and $169 price target on IBM shares.
10/17/19
WELS
10/17/19
NO CHANGE
Target $140
WELS
Market Perform
IBM price target lowered to $140 from $147 at Wells Fargo
Wells Fargo analyst Ed Caso lowered his price target for IBM to $140 from $147 as Q3 "disappoints" on softer GTS revenue, lighter margin, which was offset by a lower tax rate. The analyst reiterates a Market Perform rating on the shares.
10/21/19
UBSW
10/21/19
DOWNGRADE
Target $140
UBSW
Neutral
IBM downgraded to Neutral from Buy at UBS
UBS analyst Munjal Shah downgraded IBM to Neutral from Buy with a price target of $140, down from $170. The stock closed Friday down 17c to $134.09. The analyst believes it will be difficult for the company to achieve sustainable mid-single digit revenue growth. In 2020, pressure in the legacy businesses should somewhat offset the growth from year one of the mainframe cycle and Red Hat acquisition, Shah tells investors in a research note. The following year "should be even more challenging" with greater revenue pressure due to a tough year two mainframe compare and lower incremental Red Hat contribution, adds the analyst. Further, currency remains a headwind and a lack of share buybacks will limit earnings growth outside of deleveraging, says Shah.
10/21/19
10/21/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Boeing (BA) downgraded to Neutral from Outperform at Credit Suisse and to Neutral from Buy at UBS. 2. Spirit AeroSystems (SPR) downgraded to Neutral from Buy at UBS with analyst Myles Walton citing Spirit's "outsized exposure" to Boeing's (BA) 737 Max program for the downgrade. 3. Gildan Activewear (GIL) downgraded to Hold from Buy at Edward Jones. 4. IBM (IBM) downgraded to Neutral from Buy at UBS with analyst Munjal Shah saying he believes it will be difficult for the company to achieve sustainable mid-single digit revenue growth. 5. Alcoa (AA) downgraded to Hold from Buy at Gabelli with analyst Justin Bergner saying Acloa's 12% two day post-earnings rally reflected better than expected proceeds from non-core asset sales and a view that estimates have bottomed. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
IAC IAC
$216.02

-1.93 (-0.89%)

11/08/19
DBAB
11/08/19
NO CHANGE
Target $256
DBAB
Buy
IAC price target lowered to $256 from $279 at Deutsche Bank
Deutsche Bank analyst Kunal Madhukar lowered his price target for IAC (IAC) to $256 from $279 and keeps a Buy rating on the shares. IAC delivered a "solid quarter," with the core businesses of Vimeo, Dotdash, and Mosaic "reaching critical revenue milestones," and Angi Homeservices' (ANGI) sales growth came in better than feared, Madhukar tells investors in a research note.
11/11/19
OPCO
11/11/19
NO CHANGE
Target $270
OPCO
Outperform
IAC price target lowered to $270 from $310 at Oppenheimer
Oppenheimer analyst Jason Helfstein lowered his price target for IAC (IAC) to $270 from $310 based on reduced Angi Homeservices (ANGI) and Match Group (MTCH) targets, but keeps his Outperform rating on 22% upside potential. Looking ahead, Helfstein expects investors to now dig into the remaining pieces of IAC stub, namely Vimeo and Dotdash, which both posted accelerating revenue growth of 29% and 34%, respectively, and speculate on M&A vs. share repurchases.
11/12/19
GUGG
11/12/19
NO CHANGE
Target $270
GUGG
Buy
IAC price target lowered to $270 from $300 at Guggenheim
Guggenheim analyst Jake Fuller lowered his estimates for IAC (IAC) to account for Q3 results and guidance, noting that results were largely in line, but the Q4 EBITDA guidance was below consensus. He also said in his note to investors that he estimates an IAC shareholder would get about $156 per share in Match Group (MTCH) stock and net cash would increase by $30-$38 per share, depending on the scale of a Match dividend if a spinoff goes forward. He lowered his price target on IAC shares to $270 from $300, mainly due to the reduction in the market value of Match and Angi Homeservices (ANGI) since the beginning of August. Fuller keeps a Buy rating on IAC shares.
11/15/19
JPMS
11/15/19
NO CHANGE
JPMS
Overweight
JPMorgan adds Lyft to list of top Internet picks
Earlier, JPMorgan analyst Doug Anmuth added Lyft (LYFT) to his list of top picks in the internet sector following third quarter earnings, saying the ride-hailing giant reported "significantly" better than expected revenue and EBITDA as it continues to take share of an increasingly rational U.S. rideshare market, thereby accelerating its path to profitability. Anmuth said that Lyft, which joins Facebook (FB), Amazon (AMZN), and Netflix (NFLX) in his top picks in the sector, also reiterated its expectation for consolidated EBITDA profit by the fourth quarter of 2021, though he continues to believe core rideshare can be profitable "well before that," likely sometime in 2020. The analyst, who has an Overweight rating on Lyft, noted that he removed Twitter (TWTR) and IAC/InterActive (IAC) from his top picks.
HPE HP Enterprise
$15.61

-0.155 (-0.98%)

11/01/19
11/01/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. HP Enterprise (HPE) downgraded to Underweight from Neutral at JPMorgan with analyst Paul Coster citing valuation. 2. Penn National (PENN) downgraded to Hold from Buy at Jefferies with analyst David Katz saying management has been clear in their intention is to focus on leverage reduction, which could include the sale of remaining owned assets. 3. J.B. Hunt (JBHT) downgraded to Neutral from Buy at Goldman Sachs withh analyst Jordan Alliger citing valuation. 4. Pinterest (PINS) downgraded to Hold from Buy at Pivotal Research with analyst Michael Levine saying the company's deceleration in U.S. advertising in Q3 and implied deceleration based on guidance for Q4 "was far more than we had hoped for." 5. Booking Holdings (BKNG) downgraded to Neutral from Buy at BofA/Merrill with analyst Justin Post saying the stock price is up 19% year-to-date, even though the macro concerns for the online travel industry have been "well publicized." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/07/19
LBOW
11/07/19
NO CHANGE
LBOW
Neutral
NetApp Q2 estimates raised following checks at Longbow
Longbow analyst Nikolay Todorov raised his EPS forecast for NetApp's (NTAP) fiscal second quarter to the mid-point of guidance, which he notes is ahead of consensus, after a better than anticipated uptick in server and storage spending pointed to in his quarterly IT reseller checks. Though sales cycles remain elongate, resellers are forecasting a seasonal pickup in spending in the calendar fourth quarter, driven by an end of year budget flush, Todorov said. Following his storage and server industry checks, he keeps Neutral ratings on NetApp and HP Enterprise (HPE).
11/11/19
UBSW
11/11/19
UPGRADE
Target $18
UBSW
Neutral
HP Enterprise upgraded to Neutral from Sell at UBS
UBS analyst Munjal Shah upgraded HP Enterprise to Neutral from Sell with a price target of $18, up from $13. The analyst sees product mix shift and some improvement in the company's end markets.
11/26/19
LEHM
11/26/19
NO CHANGE
Target $15
LEHM
Equal Weight
HP Enterprise reported another revenue miss, says Barclays
Barclays analyst Tim Long keeps an Equal Weight rating on HP Enterprise with a $15 price target saying the company last night reported another revenue miss. While a weaker storage market was largely expected, the 7% miss in Aruba revenue was disappointing given the improvement last quarter and new product launches, Long tells investors in a research note. Near-term demand continues to be challenging, and investments in Intelligent Edge should take longer to drive meaningful growth and margins, adds the analyst.
MCHP Microchip
$91.87

-2.38 (-2.53%)

10/30/19
10/30/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Biogen (BIIB) upgraded to Outperform from Market Perform at Bernstein with analyst Aaron Gal saying that the controversy is solidly around aducanumab. 2. Nu Skin (NUS) upgraded to Hold from Sell at Stifel with analyst Mark Astrachan saying while he thinks trends in China, which makes up 33% of sales, will likely remain negative for the foreseeable future, he now thinks they are unlikely to worsen. 3. Microchip (MCHP) upgraded two notches to Strong Buy from Market Perform at Raymond James while Analog Devices (ADI) was upgraded to Outperform from Market Perform. 4. National Oilwell (NOV) upgraded to Buy from Neutral at Goldman Sachs with analyst Angie Sedita citing the company's revenue growth and cost cutting. 5. AMD (AMD) upgraded to Buy from Hold at Loop Capital and CFRA. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/06/19
SBSH
11/06/19
NO CHANGE
Target $109
SBSH
Buy
Microchip price target raised to $109 from $104 at Citi
Citi analyst Christopher Danely raised his price target for Microchip Technology to $109 from $104 and reiterates a Buy rating on the shares. Microchip reported "mixed results" and guided below expectations due to ongoing trade uncertainty, Danely tells investors in a research note. The analyst, however, still sees "strong" earnings growth.
11/06/19
JEFF
11/06/19
NO CHANGE
Target $119
JEFF
Buy
Microchip price target raised to $119 from $104 at Jefferies
Jefferies analyst Mark Lipacis raised his price target for Microchip Technology to $119 from $104 saying he's a buyer of the stock following the company's Q3 results. He keeps a Buy rating on the shares.
11/06/19
NEED
11/06/19
NO CHANGE
Target $110
NEED
Buy
Microchip price target raised to $110 from $100 at Needham
Needham analyst Rajvindra Gill raised his price target on Microchip to $110 and kept his Buy rating after its in-line Q2 earnings and a wide revenue guidance for Q3. The analyst notes that although the tariffs enacted in August led to a miss in expectations for the company's 3 largest end markets - industrial, auto and consumer - October bookings have rebounded with added signs of recovery in China during November. Gill believes that a 2020 recovery is in sight amid a "powerful combination" of restocking and demand growth.
MSFT Microsoft
$149.33

-0.21 (-0.14%)

11/19/19
JEFF
11/19/19
NO CHANGE
Target $250
JEFF
Buy
Nvidia platform and ecosystem create 'huge moat,' says Jefferies
Jefferies analyst Mark Lipacis said that at Supercompute SC19, which he identifies as "the biggest annual supercomputing conference," Nvidia (NVDA) announced availability of its GPU-based Supercomputer instance on Microsoft's (MSFT) Azure, extended CUDA X libraries and development tools on ARM CPUs, and announced the launch of its Magnum IO software suite. The analyst, who thinks Nvidia has "created a huge moat with its platform and ecosystem," expects the company to be the "dominant beneficiary" from the proliferation of artificial intelligence. Lipacis keeps a Buy rating and $250 price target on Nvidia shares.
11/20/19
WBLR
11/20/19
NO CHANGE
WBLR
Outperform
Slack selloff on Microsoft growth an overreaction, says William Blair
Microsoft (MSFT) announced in a blog post yesterday that Teams, the company's competitive offering to Slack (WORK), had accumulated over 20M daily active users, up about 50% from its previously reported count of 13M in July 2019, William Blair analyst Bhavan Suri tells investors in a research note. This compares to 12M daily active users last reported by Slack in September, which was an increase of about 37% year-over-year for the company, the analyst adds. Slack closed down about 8% yesterday on the news as investor sentiment continues to be driven by the Microsoft threat, says Suri. However, he believes the selloff is a "bit of an overreaction for a couple of reasons." For one, the market is very large and it is far too early to declare a winner at this point, says Suri. In addition, the analyst says this is not a winner-take-all situation. Further, he expects the competitive concerns causing an overhang on Slack shares to dissipate over time as investors become more familiar with company. Slack's ability to continue winning Office 365 customers and its progress in expanding to more legacy companies will be of particular interest to investors, according to Suri, who keeps an Outperform rating on the shares.
11/20/19
DADA
11/20/19
NO CHANGE
Target $21
DADA
Neutral
Microsoft threat to Slack 'overblown', says DA Davidson
DA Davidson analyst Rishi Jaluria keeps his Neutral rating and $21 price target on Slack (WORK), stating that while the stock price fell about 10% yesterday on the release of Microsoft (MSFT) Teams daily-active-user data, he sees that threat as "overblown". The analyst contends that Slack's platform and Shared Channels solutions are "meaningfully differentiated", while his due diligence on Teams suggests that it is not "good enough". Jaluria adds that Teams is being forced onto Microsoft customers with an auto-install through "any update" of Office 365, making Microsoft's claim of "active user" base debatable. The analyst further notes that while Slack discloses the 90-minute average per work day use of its platform, Microsoft has not provided a comparable metric.
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.
MX MagnaChip
$11.04

-0.12 (-1.08%)

NOW ServiceNow
$279.01

1.785 (0.64%)

10/24/19
BMOC
10/24/19
NO CHANGE
Target $300
BMOC
Outperform
ServiceNow price target lowered to $300 from $315 at BMO Capital
BMO Capital analyst Keith Bachman lowered his price target on ServiceNow to $300, saying the company's Q3 results were "reasonable" despite the "material headwind" in FX. The analyst also cites his management "transition concern" with the move by ServiceNow's CEO to Nike along with the other recent management departures, but he keeps his Outperform rating on the stock and continues to find the company's value proposition as "compelling".
11/04/19
CFRA
11/04/19
UPGRADE
CFRA
Buy
ServiceNow upgraded to Buy from Hold at CFRA
CFRA upgraded ServiceNow to Buy from Hold.
11/08/19
PIPR
11/08/19
INITIATION
Target $305
PIPR
Overweight
ServiceNow assumed with an Overweight at Piper Jaffray
Piper Jaffray analyst Rob Owens assumed coverage of ServiceNow with an Overweight rating and $305 price target.
11/18/19
JEFF
11/18/19
NO CHANGE
JEFF
Buy
ServiceNow enters 2020 in better leadership position, says Jefferies
Jefferies analyst Samad Samana views the Gina Mastantuono CFO appointment by ServiceNow as a positive, saying it removes uncertainty around a key senior leadership position. The company also announced that Bill McDermott has formally assumed the role of President and CEO. Resolving the leadership situation prior to year-end removes a potential overhang and allows ServiceNow to enter 2020 in a better position, Samana tells investors in a research note. The analyst keeps a Buy rating on the shares with a $280 price target.
NVDA Nvidia
$207.66

-1.56 (-0.75%)

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.
SIRI Sirius XM
$6.78

-0.12 (-1.74%)

10/09/19
BNCH
10/09/19
INITIATION
BNCH
Hold
Sirius XM initiated with a Hold rating at Benchmark
Benchmark analyst Matthew Harrigan initiated Sirius XM with a Hold rating.
10/09/19
BNCH
10/09/19
INITIATION
Target $60
BNCH
Buy
Liberty SiriusXM initiated with a Buy rating at Benchmark
Benchmark analyst Matthew Harrigan initiated coverage of Liberty SiriusXM with a Buy rating and $60 price target. He notes that Liberty Sirius XM Group is a tracking stock that owns 70% of Sirius XM Holdings (SIRI) equity with effectively no other assets. Liberty SiriusXM shares trade at a 29% net asset value discount to Sirius XM shares, which Harrigan believes to be "excessive," he tells investors. LSXMA is nested within the overall Liberty Media Corporation corporate and tax entity alongside Formula One Group (FWONA) and Liberty Braves Group (BATRA), on which he does not have ratings, the analyst noted.
10/09/19
BNCH
10/09/19
INITIATION
BNCH
Hold
Benchmark starts Sirius XM at Hold, prefers Liberty SiriusXM as way to play
As previously reported, Benchmark analyst Matthew Harrigan initiated Sirius XM (SIRI) with a Hold rating. Sirius XM's core U.S. satellite radio business includes over 34M customers and the recent addition of Pandora lets the company reach more than 100M people with its audio products, said Harrigan, who sees it most important growth avenue being expansion into smart speakers and smart phones with improved apps and additional content. He believes the stock is fairly valued and views Liberty Sirius XM (LSXMA) shares as "a de facto pure play" on Sirius XM that trade at an "excessive" 29% discount. Harrigan initiated coverage of Liberty SiriusXM with a Buy rating and $60 price target this morning.
11/18/19
FBCO
11/18/19
INITIATION
Target $55
FBCO
Outperform
Liberty SiriusXM initiated with an Outperform at Credit Suisse
Credit Suisse analyst Brian Russo initiated coverage of Liberty SiriusXM Holdings (LSXMA) with an Outperform rating and $55 price target. The stock is currently trading at a 27% discount to the value of its Sirius XM (SIRI) shares net of its debt, a reflection of its tracking stock nature and greater liquidity relative to Sirius, Russo tells investors in a research note. He expects the two stocks to continue to trade in tandem and his Outperform rating on Sirius XM leads to a "similarly positive" view of Liberty SiriusXM.
PLT Poly
$24.59

-0.69 (-2.73%)

06/28/19
06/28/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. CarMax (KMX) initiated with a Buy at Argus. 2. Novocure (NVCR) initiated with an Outperform at Oppenheimer. 3. Diamondback Energy (FANG) initiated with a Buy at MKM Partners. 4. Poly (PLT) initiated with an Outperform at Evercore ISI. 5. Canopy Growth (CGC) initiated with an Equal Weight at Consumer Edge. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
09/19/19
MSCO
09/19/19
INITIATION
Target $58
MSCO
Overweight
Poly initiated with an Overweight at Morgan Stanley
Morgan Stanley analyst Meta Marshall started Poly with an Overweight rating and $58 price target. The hardware vendor is "uniquely positioned" to benefit from cloud communication transitions, Marshall tells investors in a research note. With improved growth, cash flow, and leverage over the next few quarters, Poly shares at current levels offer an "attractive rerating opportunity with limited downside risk," says the analyst.
11/06/19
NORL
11/06/19
DOWNGRADE
Target $35
NORL
Market Perform
Poly downgraded to Market Perform from Outperform at Northland
Northland analyst Michael Latimore downgraded Poly to Market Perform from Outperform with a price target of $35, down from $70.
11/06/19
NORL
11/06/19
DOWNGRADE
Target $35
NORL
Market Perform
Poly downgraded to Market Perform on inventory fix at Northland
As previously reported, Northland analyst Michael Latimore downgraded Poly to Market Perform from Outperform with a price target of $35, down from $70, after the company reported a second straight quarter of revenue underperformance, which has lead to an inventory build ahead of major new product releases. The company's decision to reduce channel inventory by $65M "greatly" lowers FY20 estimates and while he thinks it is "likely a good course of action to accelerate a migration to new products," it will also create uncertainty for a while, Latimore tells investors.
POWI Power Integrations
$88.13

-0.66 (-0.74%)

07/18/19
07/18/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Apple (AAPL) and Skyworks (SWKS) upgraded to Outperform from Market Perform at Raymond James with analyst Christopher Caso citing greater confidence in next year's 5G iPhone cycle. 2. PriceSmart (PSMT) upgraded to Outperform from Sector Perform at Scotiabank. 3. BNY Mellon (BK) upgraded to Market Perform from Underperform at Keefe Bruyette with analyst Brian Kleinhanzl saying after the company's Q2 results, he feels its negative catalysts are slowly reversing. 4. U.S. Bancorp (USB) upgraded to Neutral from Underperform at BofA/Merrill with analyst Erika Najarian saying she believes earnings headwinds have reached an inflection point and net interest margin is more defensible versus peers. 5. Power Integrations (POWI) upgraded to Buy from Hold at Stifel with analyst Tore Svanberg citing the company's near-term momentum from the USB-PD adoption cycle as well as its longer-term opportunity in the high-power industry and auto. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/29/19
NORL
07/29/19
DOWNGRADE
NORL
Underperform
Power Integrations downgraded to Underperform from Market Perform at Northland
10/25/19
LOOP
10/25/19
UPGRADE
Target $102
LOOP
Buy
Power Integrations upgraded to Buy from Hold at Loop Capital
Loop Capital analyst David Williams upgraded Power Integrations to Buy from Hold with a $102 price target.
10/25/19
10/25/19
UPGRADE
Target $102

Buy
Loop Capital upgrades Power Integrations to Buy on accelerated product adoption
As previously reported, Loop Capital analyst David Williams upgraded Power Integrations to Buy from Hold with a price target of $102, up from $89. The analyst cites the company's Q3 earnings beat, as rapid charging business drove "strong" revenue growth and several new OEMs unveiled flagships models. Williams adds that he found the GaN switch technology adoption trending above expectations, with strong design activity expected to boost InnoSwitch 3 unit volumes.
SSP E.W. Scripps
$14.28

-0.32 (-2.19%)

12/20/18
LOOP
12/20/18
NO CHANGE
Target $32
LOOP
Buy
comScore able to gain 'meaningful share', says Loop Capital
Loop Capital analyst Alan Gould kept his Buy rating and $32 price target on comScore (SCOR), saying the company's latest partnership announcement with E.W. Scripps (SSP) is confirming the management's "financial viability and credibility" relative to Nielsen (NLSN). Gould adds that as the industry evolves from linear to digital video, he sees comScore having the assets to gain meaningful share.
03/04/19
BNCH
03/04/19
NO CHANGE
Target $26
BNCH
Buy
E.W. Scripps price target raised to $26 from $22 at Benchmark
Benchmark analyst Daniel Kurnos raised his price target on E.W. Scripps to $26 from $22, stating that the company's Q4 beat came "despite arguably the toughest non-Olympics-based comps in the group." Retrans was also guided higher to start the year and E.W. Scripps should be a significant beneficiary "if the space is finally going to get credit for a healthy net retrans outlook," Kurnos tells investors. He maintains a Buy rating on E.W. Scripps shares.
08/12/19
GUGG
08/12/19
NO CHANGE
Target $14
GUGG
Neutral
E.W. Scripps price target lowered to $14 from $22 at Guggenheim
Guggenheim analyst Curry Baker lowered his price target on E.W. Scripps (SSP) shares to $14 from $22 after the company reported Q2 results and reiterated expectations that the Nexstar (NXST) divestitures remain on track to close in Q3. After the divestitures, he expects Scripps to focus on delevering, said Baker. The analyst, who sees a "major repricing cycle" coming, keeps a Neutral rating on E.W. Scripps shares.
09/23/19
WELS
09/23/19
INITIATION
Target $17
WELS
Outperform
E.W. Scripps initiated with an Outperform at Wells Fargo
Wells Fargo analyst Steven Cahall started E.W. Scripps with an Outperform rating and $17 price target. The analyst believes the company is taking the right steps to improve its portfolio and that its rates should start to catch up with the peer group at a "parabolic shape."
T AT&T
$37.54

0.19 (0.51%)

11/19/19
11/19/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. AT&T (T) downgraded to Sell from Neutral at MoffettNathanson with analyst Craig Moffett saying he finds it hard to imagine the company's recently issued three-year guidance can be achieved. 2. Helmerich & Payne (HP) downgraded to Hold from Buy at Argus with analyst Bill Selesky saying the stock has been hurt by the persistent oil price volatility and reduced capital spending among its E&P customers, which has also lowered demand for its oil rigs and led to declines in utilization rates and declining margins. 3. Public Storage (PSA) downgraded to Neutral from Buy at BofA/Merrill with analyst Jeffrey Spector citing the company's low earnings visibility along with its marketing pressures and "elevated" industry supply. 4. Leggett & Platt (LEG) downgraded to Hold from Buy at Stifel with analyst John Baugh saying after attending the company's investor conference, the he sees less upside to shares, which he notes have now risen nearly 50% year-to-date. 5. Itau Unibanco (ITUB) downgraded to Neutral from Overweight at JPMorgan with analyst Domingos Falavina saying the company's provisions may surprise to the upside. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/20/19
KEYB
11/20/19
NO CHANGE
KEYB
Sector Weight
KeyBanc data shows deterioration in AT&T TV NOW subscribers
KeyBanc analyst Brandon Nispel says his firm's Key First Look Data from credit cards shows further deterioration in subscribers for AT&T TV NOW and DIRECTV, and declining subscribers for HBO in October. In a research note to investors, Nispel says that while video monetization remains healthy, subscriber metrics are not. With AT&T having broad exposure to secularly challenged businesses, he retains a Sector Weight rating on the shares.
11/22/19
JPMS
11/22/19
NO CHANGE
Target $42
JPMS
Overweight
AT&T near-term short case 'makes little sense,' says JPMorgan
JPMorgan analyst Philip Cusick, after meeting with AT&T CFO John Stephens and going through an extensive review of the factors underlying its guidance in 2020 and beyond, says the stock's near-term short case "makes little sense." To investors who worry about AT&T hitting its guidance, the analyst emphasizes that he doesn't model anything like the revenue, EBITDA, or earnings guidance either. However, he highlights AT&T's 5.5% dividend and $7B-$9B buyback in refuting the short case. Cusick keeps an Overweight rating on AT&T with a $42 price target.
12/03/19
NEED
12/03/19
NO CHANGE
Target $200
NEED
Buy
Roku price target raised to $200 from $150 at Needham
Needham analyst Laura Martin raised her price target on Roku to $200 and kept her Buy rating, saying the company's promising aggregation platform economics in 2019 will be followed with accelerated subscription SVOD revenues in 2020. The analyst sees Roku as a "key beneficiary" with an installed base of 32M connected-TV homes in the U.S. as Disney+, Apple+, Peacock, and HBOMax streaming services accelerate customer acquisition spending. Martin adds that the company should be valued as an "internet aggregator" comparable to YouTube in the video space.
ZEN Zendesk
$75.46

0.82 (1.10%)

10/30/19
RBCM
10/30/19
NO CHANGE
Target $81
RBCM
Outperform
Zendesk price target lowered to $81 from $100 at RBC Capital
RBC Capital analyst Alex Zukin lowered his price target on Zendesk to $81 after its "mixed" Q3 results, saying that while the company beat on revenue and margins, its billings underperformed and its net retention rate of 116% was down 1pt from Q2. The analyst still keeps his Outperform rating on Zendesk given the company's growth opportunity based on its position as a "small player in a large market" as well as its potential of being an "interesting" strategic target.
11/12/19
MSCO
11/12/19
NO CHANGE
Target $102
MSCO
Overweight
Zendesk could be set-up for strong Q4, says Morgan Stanley
Morgan Stanley analyst Stan Zlotsky said after hosting meetings with Zendesk CFO Elena Gomez and VP of Strategy Marc Cabi that management commentary on the macro environment sounded a bit more stable compared to 90 days earlier. His sense of the underlying improvements in Zendesk's macro environment, combined with what he sees as a heightened focus on execution and closing deals early, leads Zlotsky to believe that Zendesk could have a strong Q4, he tells investors. He also sees room for management to set up "beat and raise" quarters into next year, added Zlotsky, who keeps an Overweight rating and $102 price target on Zendesk shares.
11/19/19
ADAM
11/19/19
NO CHANGE
Target $70
ADAM
Buy
Canaccord says 'stay the course' with Five9 after Salesforce Cloud Voice reveal
Canaccord analyst David Hynes Jr. noted that Salesforce (CRM) revealed Service Cloud Voice, which is expected to be in pilot by February 2020 and generally available in June 2020, at its Dreamforce event. While it's unclear at this point what impact, if any, this could have on Salesforce's enterprise referral relationship with Five9 (FIVN) and he is not surprised to see the latter trading modestly lower today, Hynes Jr. recommends investors "stay the course" with Five9. To support his call for patience, Hynes Jr. stated that Five9 is "undeniably a leader" in delivering integrated telephony capabilities in the cloud, said that Salesforce's chosen out-of-the-box telephony partner, Amazon Connect, has "proven to date to have had little traction in enterprise markets," and argued that similar announcements from Five9 partners in the past - such as Zendesk Talk powered by Twilio - have had little impact on Five9's enterprise momentum. He keeps a Buy rating and $70 price target on Five9 shares, which are down 3% to $62.76 at time of writing.
11/25/19
PIPR
11/25/19
INITIATION
Target $94
PIPR
Overweight
Zendesk assumed with an Overweight at Piper Jaffray
Piper Jaffray analyst Brent Bracelin assumed coverage of Zendesk with an Overweight rating and $94 price target.
WK Workiva
$42.25

0.59 (1.42%)

10/16/19
MSCO
10/16/19
NO CHANGE
MSCO
Morgan Stanley trims targets for 'high multiple' software stocks amid pullback
Morgan Stanley analyst Keith Weiss, Stan Zlotsky and others in the firm's Software team noted that software stocks have pulled back 23% on average from their 52-week highs, which they attribute to a combination of high growth software multiples being at historical peaks, a volatile macro environment and sector rotations away from momentum names. Though they think the pullback raises the question of whether it is time to start buying software again, the analysts note that high growth multiples are still well above historical averages and the firm's Q3 CIO survey is suggesting a steep deceleration in software spending growth into 2020. Given those facts, as well as difficult second half comps for numerous companies in the space, they see unfavorable risk/rewards for "a lot of the high fliers," the analysts said. The team has lowered their price targets for Liveramp (RAMP) to $58 from $64, for Workiva (WK) to $42 from $46, for PagerDuty (PD) to $34 from $43, for MongoDB (MDB) to $150 from $160, for Yext (YEXT) to $15 from $16 and for VMware (VMW) to $170 from $188.
11/07/19
STFL
11/07/19
NO CHANGE
Target $68
STFL
Buy
Stifel encouraged by Workiva results, large customer success
Stifel analyst Tom Roderick reiterates his Buy rating and target price of $68 on Workiva shares after the company's Q3 revenue and EPS beat expectations, driven by large customer success that headlined its 23% Subscription growth. While total bookings of $77.8M fell a bit short of the consensus $80.5M estimate, Roderick said " this figure has proven to be a bit choppy over the years." He remains encouraged by Workiva's "multi-pronged growth story," the analyst added in a post-earnings note.
11/11/19
GSCO
11/11/19
INITIATION
Target $46
GSCO
Neutral
Workiva initiated with a Neutral at Goldman Sachs
Goldman Sachs analyst Christopher Merwin initiated coverage of Workiva with a Neutral rating and $46 price target. The analyst believes the company's opportunities to sustain high growth and improve margins are already captured in the stock's current multiple.
11/11/19
11/11/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Workiva (WK) initiated with a Neutral at Goldman Sachs. 2. Burlington Stores (BURL) and Ross Stores (ROST) were initiated with an Outperform at RBC Capital. 3. BellRing Brands (BRBR) initiated with an Overweight at JPMorgan, Morgan Stanley, and Barclays, an Outperform at Wells Fargo, Credit Suisse, and BMO Capital, a Buy at Goldman Sachs and Stifel, a Hold at SunTrust, and a Neutral at BofA/Merrill. 4. Anterix (ATEX) initiated with an Equal Weight at Morgan Stanley. 5. Gladstone (GOOD) initiated with a Buy at National Securities. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
WIFI Boingo Wireless
$11.09

-0.13 (-1.16%)

08/02/19
OPCO
08/02/19
NO CHANGE
Target $23
OPCO
Outperform
Boingo Wireless price target lowered to $23 from $32 at Oppenheimer
Oppenheimer analyst Timothy Horan lowered his price target for Boingo Wireless to $23 from $23 and maintained an Outperform rating following the company's "weak" second quarter results. In a researhc note to investors, Horan says the company has been through the "perfect storm," but it is seeing very strong demand for new DAS and for WiFi offload.
08/02/19
CHLM
08/02/19
NO CHANGE
Target $22
CHLM
Buy
Boingo Wireless price target lowered to $22 from $29 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss lowered his price target for Boingo Wireless to $22 from $29 and maintained a Buy rating after guidance was lowered due to multi-family weakness and re-amortization of $4M of revenues from 20 NYC contracts. In a research note to investors, Stoss says he would be a buyer on the pullback as he continues to think Boingo Wireless is nicely positioned to benefit from 5G and upcoming REIT deals.
08/13/19
JEFF
08/13/19
NO CHANGE
Target $31
JEFF
Buy
Boingo Wireless shares remain 'significantly undervalued,' says Jefferies
Jefferies analyst Kyle McNealy says meetings with Boingo Wireless CFO Peter Hovenier reinforced his view that the shares remain "significantly undervalued" at current levels. The analyst sees a "number of positive drivers," including distributed antenna systems remaining a "growth engine," recurring revenue expansion, and emerging multifamily opportunities. He believes the negative share sentiment will reverse as management executes and Boingo moves forward with its transition to a more self-funded model. McNealy keeps a Buy rating on the shares with a $31 price target.
11/06/19
CHLM
11/06/19
NO CHANGE
Target $18
CHLM
Buy
Boingo Wireless price target lowered to $18 from $22 at Craig-Hallum
Craig-Hallum analyst Anthony Stoss lowered his price target for Boingo Wireless to $18 from $22 and maintained a Buy rating. In a research note to investors, Stoss says he believes a large institutional holder has been selling for the last two quarters and that the selling is largely done and views this as having had the biggest impact on the stock over the last few months as Boingo's business is largely unchanged. Stoss expects the stock to snap back given the solid and better than expected results.
VZ Verizon
$60.14

0.17 (0.28%)

11/06/19
GUGG
11/06/19
DOWNGRADE
Target $10
GUGG
Sell
Guggenheim downgrades CenturyLink to Sell with unchanged $10 target
Guggenheim analyst Mike McCormack downgraded CenturyLink (CTL) to Sell from Neutral with an unchanged price target of $10. The stock closed Tuesday up 2c to $13.67. The shares are up 41% since late May and industry data points are not encouraging, McCormack tells investors in a research note. The analyst says both comments and results from AT&T (T) and Verizon Communications (VZ) reaffirm his negative stance on the macro environment and developing trends in Wireline. Wireline results at AT&T and Verizon showed significant weakness, McCormack points out. Margin pressures for both in Wireline cause "significant concern for pure-play" CenturyLink, adds the analyst. Further, McCormack continues to believe that CenturyLink management is not likely wedded to the dividend. He has a hard time believing that the over $1B annual payment wouldn't be more appropriately applied to the company's nearly $35B of debt.
11/14/19
HSBC
11/14/19
DOWNGRADE
Target $65
HSBC
Hold
Verizon downgraded to Hold from Buy at HSBC
HSBC analyst Sunil Rajgopal downgraded Verizon Communications to Hold from Buy with a $65 price target.
11/14/19
HSBC
11/14/19
DOWNGRADE
HSBC
HSBC downgrades AT&T, Verizon, T-Mobile and Altice USA to Hold
HSBC analyst Sunil Rajgopal downgraded to Hold from Buy shares of AT&T (T), Verizon Communications (VZ), T-Mobile (TMUS) and Altice USA (ATUS). The analyst's only Buy in US Telecoms is now Comcast (CMCSA). Rajgopal keeps Reduce ratings on both Dish (DISH) and Sprint (S). The "evolving content business model" and increasing competition leads the analyst to be more cautious on the pay-TV business and operators with greater exposure to content revenues. Producers are increasingly distributing their content directly to consumers rather than relying on the cable and satellite aggregators, Rajgopal tells investors in a research note. In addition, the entry of a "well-funded" companies like Apple (AAPL) into content production and distribution "with its low sticker price adds to the concerns," contends the analyst. Rajgopal cut his pay-TV subscriber estimates for Comcast, AT&T, Charter and Altice USA to reflect his more cautious stance. The analyst lowered his price target for Altice USA to $28 from $30, raised his price target for AT&T to $42 from $38, raised his price target for Verizon to $65 from $62, and kept an $86 price target on T-Mobile.
11/14/19
11/14/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Apple (AAPL) downgraded to Sell from Hold at Maxim with analyst Nehal Chokshi saying his survey data lead him to project iPhone revenue in fiscal Q2 that is 14% below consensus iPhone revenue that is 6% below consensus for fiscal year 2020. He also expects operating profit to decline year-over-year due to his below consensus iPhone view. 2. Kraft Heinz (KHC) downgraded to Sell from Neutral at Goldman Sachs with analyst Jason English saying shares are up 15% since the company reported Q3 results on October 31. 3. Verizon (VZ), AT&T (T), and T-Mobile (TMUS) downgraded to Hold from Buy at HSBC. 4. Myomo (MYO) downgraded to Neutral from Buy at Roth Capital with analyst Scott Henry saying he sees lowered future expectations for the company after its Q3 results missed expectations. 5. Albemarle (ALB) downgraded to Neutral from Buy at Seaport Global with analyst Michael Harrison saying "challenging" lithium market dynamics are now anticipated to continue though 2020. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
VMW VMware
$149.52

-4.425 (-2.87%)

11/27/19
JEFF
11/27/19
NO CHANGE
Target $190
JEFF
Buy
VMware price target raised to $190 from $180 at Jefferies
Jefferies analyst Brent Thill raised his price target for VMware to $190 from $180 saying the company reported better than expected fiscal Q3 results and modestly raised its fiscal year total revenue outlook. The analyst finds the sales at $10B-plus growing in the low double-digits "impressive." He thinks the stock can work "as leverage returns to the model over time" and keeps a Buy rating on VMware.
11/27/19
BMOC
11/27/19
NO CHANGE
Target $192
BMOC
Outperform
VMware price target raised to $192 from $160 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on VMware to $192 and kept his Outperform rating after its Q3 earnings beat and raised FY20 guidance, noting that the company continues to produce "solid results" with low-to-mid single digit bookings growth in spite of "mixed" on-premise spending. The analyst adds that while organic billings growth has decelerated, he sees VMWare's free cash flow multiple relative to its expected FY21 organic revenue growth rate as "attractive".
11/27/19
RBCM
11/27/19
NO CHANGE
Target $200
RBCM
Outperform
VMware price target raised to $200 from $190 at RBC Capital
RBC Capital analyst Matthew Hedberg raised his price target on VMware to $200 and kept his Outperform rating after its Q3 earnings beat and raised FY20 guidance, noting that the management appears to be "more optimistic" about the company's FY21 outlook with low-double-digit revenue growth forecast. The analyst maintains his view that VMware is "well positioned" to invest in the hybrid-cloud offerings, also citing the company's strong results globally, including in China.
11/27/19
WELS
11/27/19
NO CHANGE
Target $200
WELS
Outperform
VMware price target raised to $200 from $180 at Wells Fargo
Earlier this morning, Wells Fargo analyst Philip Winslow reiterated his Outperform rating on VMware and increased his price target on the stock to $200 from $180 after the company reported what he called "strong" Q3 results with continuing sales momentum. The company also gave above-consensus FY21 revenue guidance that he sees reinforcing his view that VMware's revenue growth will be sustainable.
VECO Veeco
$13.14

(0.00%)

03/06/19
STFL
03/06/19
DOWNGRADE
Target $12
STFL
Hold
Veeco downgraded to Hold from Buy at Stifel
Stifel analyst Patrick Ho downgraded Veeco to Hold from Buy, calling the change "essentially a valuation move" after the stock reached his unchanged $12 price target. He does not believe there are any "new" catalysts that would lead him to increase estimates or raise his target price in the near-term, Ho tells investors.
05/07/19
BNCH
05/07/19
UPGRADE
BNCH
Buy
Veeco upgraded to Buy from Hold at Benchmark
05/07/19
BNCH
05/07/19
UPGRADE
Target $15
BNCH
Buy
Veeco upgraded to Buy on expectations for improved margins at Benchmark
As previously reported, Benchmark analyst Mark Miller upgraded Veeco Instruments to Buy from Hold as he believes that rising orders and backlog along with an improved mix and lower costs should push non-GAAP margins up to the 40% range by the fourth quarter. He set a $15 price target on Veeco.
05/16/19
BNCH
05/16/19
NO CHANGE
BNCH
II-VI, Lumentum may be hurt by Huawei news, says Benchmark
After the U.S. Commerce Department added Huawei Technologies and 70 affiliates to its "Entity List," which bans the Chinese company from acquiring components and technology from U.S. companies without government approval, Benchmark analyst Mark Miller noted that prior restrictions negatively impacted II-VI (IIVI), which counts Huawei among its customers. He also believes Lumentum (LITE) may be unfavorably impacted as Huawei represents about 15% of its revenue. Huawei has contributed about 13% of Micron's (MU) sales in the last two quarters and shares of Western Digital (WDC) often trade in a similar manner to Micron, added Miller. Others that he sees potentially being negatively impacted by the Huawei news include IPG Photonics (IPGP), Coherent (COHR), nLight (LASR) and Veeco (VECO).
V Visa
$181.88

-0.02 (-0.01%)

10/28/19
BMOC
10/28/19
NO CHANGE
Target $239
BMOC
Outperform
Visa price target raised to $239 from $231 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on Visa to $239 and kept his Outperform rating after its Q4 earnings beat and encouraging FY20 guidance driven by improved incentives, reduced operating costs, and lower assumed tax rate. The analyst further cites "encouraging" FY20 guidance, adding that the stock remains his top recommendation among U.S.financial technology, large-cap banks, specialty lenders, and asset manager companies. Fotheringham also raises his FY21 EPS view on Visa by 6c to $7.41.
10/31/19
BMOC
10/31/19
NO CHANGE
Target $348
BMOC
Outperform
MasterCard price target raised to $348 from $328 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on MasterCard (MA) to $348 and kept his Outperform rating after its "broad-based" Q3 earnings beat. The analyst believes that the company can grow its revenue faster than previously expected given its exposure to fast-growing international markets, B2B payment flows, and cross-border volume, offsetting its indicated higher marketing spend. Fotheringham prefers Visa (V) to MasterCard however due to a relative valuation discount.
11/04/19
BMOC
11/04/19
NO CHANGE
Target $186
BMOC
Market Perform
Global Payments price target raised to $186 from $162 at BMO Capital
BMO Capital analyst James Fotheringham raised his price target on Global Payments (GPN) to $186 after its Q3 revenue beat driven by better margin and stronger growth in Europe in spite of the Brexit related concerns. The analyst adds that while the company also provided higher synergy targets, he is keeping his Market Perform rating on the stock with preference toward Visa (V), MasterCard (MA), and PayPal (PYPL) due to more attractive valuations.
11/13/19
11/13/19
NO CHANGE

Baird says FTC probe not overly material to Visa, MasterCard
Baird analyst David Koning noted that a Bloomberg report said the FTC will look into Visa (VA) and Mastercard (MA) regarding debit card transaction routing, but the analyst doesn't view this as overly material to the companies, as U.S. PIN debit is "only about 2% of revenue... as these are much lower-priced transactions than average." The analyst estimated that the companies earn "maybe 2c-3c on a PIN debit transaction compared with 7c-8c on a signature debit transaction."
TYL Tyler Technologies
$289.49

0.13 (0.04%)

09/27/19
JMPS
09/27/19
NO CHANGE
Target $286
JMPS
Outperform
Tyler Technologies price target raised to $286 from $245 at JMP Securities
JMP Securities analyst Patrick Walravens raised his price target on Tyler Technologies to $286 and kept his Outperform rating after meeting with its CFO. The analyst is positive on the company's market position and its overall business, with property values still "pretty strong", buildings "being built", and licenses being issued, which funds entities that buy Tyler Technologies' solutions.
10/07/19
OPCO
10/07/19
INITIATION
Target $300
OPCO
Outperform
Tyler Technologies initiated with an Outperform rating at Oppenheimer
Oppenheimer analyst Andrew Uerkwitz initiated Tyler Technologies with an Outperform rating and $300 price target. He said the company's "all-encompassing software solutions" meet the needs of local and state governments in their shift toward cloud computing and digitization and sees steady growth for its recurring revenue streams.
10/08/19
10/08/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Target (TGT) initiated with a Strong Buy at Raymond James . 2. Tyler Technologies (TYL) initiated with an Outperform rating at Oppenheimer. 3. Kirkland Lake Gold (KL) initiated with a Neutral rating at Credit Suisse. 4. Blackstone (BX) and BlackRock (BLK) initiated with a Market Perform at BMO Capital. 5. Floor & Decor (FND) initiated with a Strong Buy at Raymond James. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
11/01/19
DADA
11/01/19
NO CHANGE
Target $238
DADA
Neutral
Tyler Technologies price target raised to $238 from $216 at DA Davidson
DA Davidson analyst Peter Heckmann raised his price target on Tyler Technologies to $238 but kept his Neutral rating after its Q3 results. The analyst says his price target reflects the shift in valuation framework into 2021 and assumes a 24-times multiple for its enterprise value to expected adjusted EBITDA, even though the latest quarter was impacted by timing delay of several contracts at MicroPact.

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FATE

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KPTI

Karyopharm

$16.30

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ABBV

AbbVie

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SRRA

Sierra Oncology

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SGMO

Sangamo

$11.65

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Verastem

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Expedia

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03/06/13
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  • 09

    Dec

DAR

Darling Ingredients

$24.05

0.39 (1.65%)

, CODI

Compass Diversified

$23.88

0.45 (1.92%)

08:21
12/07/19
12/07
08:21
12/07/19
08:21
Periodicals
Darling, Qualys among small-caps to own for 2020 breakout, Barron's says »

In its weekend cover…

DAR

Darling Ingredients

$24.05

0.39 (1.65%)

CODI

Compass Diversified

$23.88

0.45 (1.92%)

QLYS

Qualys

$85.37

-0.37 (-0.43%)

LECO

Lincoln Electric

$92.52

0.69 (0.75%)

HASI

Hannon Armstrong

$29.50

0.24 (0.82%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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  • 10

    Dec

  • 12

    Dec

CBMG

Cellular Biomedicine

$17.56

0.18 (1.04%)

08:11
12/07/19
12/07
08:11
12/07/19
08:11
Hot Stocks
Cellular Biomedicine presents first clinical data of C-CAR088 in myeloma »

Cellular Biomedicine…

03/08/13
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  • 07

    Dec

AXLA

Axcella

$3.63

-0.83 (-18.61%)

08:07
12/07/19
12/07
08:07
12/07/19
08:07
Hot Stocks
Axcella says preclinical of AXA4010 data show multifactorial potential »

Axcella Health announced…

03/08/13
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AZN

AstraZeneca

$47.68

0.06 (0.13%)

08:04
12/07/19
12/07
08:04
12/07/19
08:04
Hot Stocks
AstraZeneca says Calquence combination improved survival in leukemia patients »

AstraZeneca presented…

03/08/13
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03/08/13
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03/06/13
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  • 07

    Dec

  • 09

    Dec

ABBV

AbbVie

$86.97

0.3 (0.35%)

08:01
12/07/19
12/07
08:01
12/07/19
08:01
Hot Stocks
AbbVie announces follow-up data from chronic lymphocytic leukemia study »

AbbVie announced results…

03/08/13
Wedge Partners
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03/06/13
Citigroup
03/06/13
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  • 07

    Dec

ABBV

AbbVie

$86.97

0.3 (0.35%)

07:56
12/07/19
12/07
07:56
12/07/19
07:56
Hot Stocks
AbbVie announces data from Phase 2 lymphocytic leukemia study »

AbbVie announced new data…

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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  • 07

    Dec

JNJ

Johnson & Johnson

$140.36

0.79 (0.57%)

07:51
12/07/19
12/07
07:51
12/07/19
07:51
Hot Stocks
Janssen announces initial results from Phase 1b/2 multiple myeloma study »

Janssen Pharmaceutical…

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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  • 07

    Dec

  • 09

    Dec

  • 21

    Jan

XBIT

XBiotech

$11.11

0.1 (0.91%)

, JNJ

Johnson & Johnson

$140.36

0.79 (0.57%)

07:46
12/07/19
12/07
07:46
12/07/19
07:46
Hot Stocks
XBiotech sells bermekimab to Janssen for $750M plus potential milestones »

XBiotech (XBIT) announced…

XBIT

XBiotech

$11.11

0.1 (0.91%)

JNJ

Johnson & Johnson

$140.36

0.79 (0.57%)

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

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  • 07

    Dec

  • 09

    Dec

  • 21

    Jan

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