Breaking News Instant updates and real-time market news.

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

Darling, Qualys among small-caps to own for 2020 breakout, Barron's says

In its weekend cover story, Avi Salzman and John Coumarianos of Barron's laid out five stocks "with the potential to ride a small-cap rally." The stocks, which the writers say received positive attention from some investors and analysts, are Darling Ingredients (DAR), Compass Diversified Holdings (CODI), Qualys (QLYS), Lincoln Electric Holdings (LECO) and Hannon Armstrong Sustainable Infrastructure Capital (HASI). ""I think small is primed to outperform as the economy and earnings improve in 2020," they quoted Jefferies equity strategist Steven DeSanctis saying. Reference Link

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%)

  • 10

    Dec

  • 12

    Dec

DAR Darling Ingredients
$24.05

0.39 (1.65%)

07/12/19
BARD
07/12/19
NO CHANGE
BARD
Outperform
Darling Ingredients named a Fresh Pick at Baird
Baird analyst Ben Kallo named Darling Ingredients (DAR) as a Fresh Pick as he believes a rally in fat pricing should be a tailwind for the balance of the year. While he is more positive on Darling (DAR), Kallo said weather, trade, and African swine fever combine to make challenging ag environment more broadly and he is cautious in the near-term on Archer Daniels (ADM), Bunge (BG) and FMC Corporation (FMC). He keeps Outperform ratings on Darling and Archer and Neutral ratings on Bunge and FMC.
09/25/19
09/25/19
NO CHANGE

Darling Ingredients management to meet with Roth Capital
Meetings to be held in Europe on September 23-27 hosted by Roth Capital.
CODI Compass Diversified
$23.88

0.45 (1.92%)

08/02/19
RAJA
08/02/19
DOWNGRADE
RAJA
Market Perform
Compass Diversified downgraded to Market Perform on valuation at Raymond James
As previously reported, Raymond James downgrade Compass Diversified to Market Perform from Outperform. Analyst Robert Dodd said the reduction is primarily due to valuation and said the outlook for acquisitions to replace sold units is neutral.
08/01/19
RAJA
08/01/19
DOWNGRADE
RAJA
Market Perform
Compass Diversified downgraded to Market Perform at Raymond James
07/29/19
ROTH
07/29/19
INITIATION
Target $21.5
ROTH
Buy
Compass Diversified initiated with a Buy at Roth Capital
Roth Capital analyst Dave King started coverage of Compass Diversified with a Buy rating and a $21.50 price target. The analyst believes the current share price represents an attractive entry point, at the low end of historical ranges and with underlying assets trading at a significant discount to the multiples accorded in middle-market PE deals.
QLYS Qualys
$85.37

-0.37 (-0.43%)

11/21/19
RSBL
11/21/19
NO CHANGE
RSBL
Neutral
Qualys user group conference feedback generally positive, says Rosenblatt
Rosenblatt analyst Yun Kim said feedback he gathered from users at the Qualys Security Conference was "generally positive, noting that about a third of the users he spoke to were first-time attendees, reflecting customers' interest in the company's expanding product solutions. While he sees increasing risk of the company not achieving its 2021 revenue growth target, Kim believes overall investor sentiment is "gradually shifting away from this target and focusing more on the opportunity ahead," the analyst stated. Kim, who thinks shares are fairly valued when Qualys' industry-leading margin and free cash flow generation are considered, keeps a Neutral rating on the stock.
10/02/19
RHCO
10/02/19
INITIATION
RHCO
SunTrust initiates infrastructure and security sector
SunTrust analyst Joel Fishbein initiated fourteen stocks in the infrastructure and security sector. Regarding infrastructure, he said he believes "we are in the 3rd inning of a multi year (even multi-decade) opportunity" and projected on-demand penetration of 70% by 2028, adding that "spending on cloud software is projected to grow at ~3x the overall software market rate, resulting in a greater than $208B market opportunity through 2025." However, Fishbein cautioned to "stay selective" as while he is bullish on the underlying trends, "too many investors are chasing too few stories." For cybersecurity, Fishbein noted that it remains a top priority for the corporations, and cited the IDC stating that "worldwide spending on security-related hardware, software, and services is forecast to reach $133.7B in 2022 at a compound annual growth rate of 9.9%." He believes that emerging vendors with innovative technology are growing much faster, and sees a "shift in spending from legacy security providers to next generation technology providers and multi-product platforms." The analyst started eight names with Buy ratings -- Atlassian (TEAM), New Relic (NEWR), ServiceNow (NOW), Splunk (SPLK), Palo Alto Networks (PANW), Rapid7 (RPD), SailPoint (SAIL), and Zscaler (ZS). The other six names Fishbein started with Hold ratings -- PagerDuty (PD), Check Point (CHKP), FireEye (FEYE), Proofpoint (PFPT), Qualys (QLYS), and Tenable Holdings (TENB).
09/09/19
RSBL
09/09/19
INITIATION
Target $85
RSBL
Neutral
Qualys initiated with a Neutral at Rosenblatt
Rosenblatt analyst Yun Kim initiated Qualys with a Neutral and $85 price target.
10/02/19
RHCO
10/02/19
INITIATION
RHCO
Hold
Qualys initiated with a Hold at SunTrust
SunTrust analyst Joel Fishbein initiated Qualys with a Hold rating and $85 price target.
LECO Lincoln Electric
$92.52

0.69 (0.75%)

10/09/19
10/09/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Domino's Pizza (DPZ) downgraded to Hold from Buy at Argus with analyst John Staszak citing its worse than expected Q3 revenue and earnings along with its new 2-3 year outlook of global retail sales growth of 7%-10% - down from its prior 3-5 year outlook of 8%-12% growth. 2. FedEx (FDX) downgraded to Market Perform from Outperform at Bernstein. 3. Waters (WAT) downgraded to Underweight from Equal Weight at Barclays with analyst Jack Meehan saying as leading indicators of the macro environment continue to weaken, he sees risk to the outlook for Waters' Industrial sales exposure. 4. iRobot (IRBT) downgraded to Underperform from Market Perform at Raymond James with analyst Brian Gesuale saying he thinks Street models aren't reflecting the beginning of a meaningful commoditization cycle across the RVC category. 5. Lincoln Electric (LECO) downgraded to Hold from Buy at Stifel with analyst Nathan Jones saying he still sees Lincoln Electric as "one of the highest quality businesses" in his coverage universe thanks to its strong management and leading technologies, but believes that the headwinds in the company's end market will limit the upside for investors in the near term. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/08/19
STFL
10/08/19
DOWNGRADE
Target $84
STFL
Hold
Lincoln Electric downgraded to Hold from Buy at Stifel
Stifel analyst Nathan Jones downgraded Lincoln Electric to Hold and lowered his price target to $84 from $97 as part of a broader research note titled "Proprietary Welding Survey: 3Q19 Decelerating Comparison Trends Continue". The analyst notes that he still sees Lincoln Electric as "one of the highest quality businesses" in his coverage universe thanks to its strong management and leading technologies, but believes that the headwinds in the company's end market will limit the upside for investors in the near term.
10/08/19
STFL
10/08/19
DOWNGRADE
STFL
Hold
Lincoln Electric downgraded to Hold from Buy at Stifel
10/08/19
10/08/19
DOWNGRADE

Perform
Lincoln Electric downgraded to Perform on macro headwinds at Oppenheimer
As previously reported, Oppenheimer analyst Bryan Blair downgraded Lincoln Electric to Perform from Outperform on continued estimate risk and an uncertain outlook to demand stabilization across its generally cyclical portfolio. Although confident in the company's long-term outlook and "strong" financial position, the analyst notes that broad-based macro headwinds move him to the sidelines pending improved end-market visibility.
HASI Hannon Armstrong
$29.50

0.24 (0.82%)

10/15/19
JPMS
10/15/19
NO CHANGE
JPMS
JPMorgan remains constructive on Alternative Energy into Q3 results
JPMorgan analyst Paul Coster remains constructive on Alternative Energy fundamentals into the Q3 earnings reports. Stocks in the group have outperformed year-to-date owing to strong global demand, stable selling prices, decent execution, and improved clarity regarding government policy, Coster tells investors in a research note. His top picks into the prints are Overweight-rated First Solar (FSLR), Enphase Energy (ENPH), Hannon Armstrong (HASI), SolarEdge (SEDG), and Sunnova Energy (NOVA).
03/12/19
JPMS
03/12/19
NO CHANGE
JPMS
JPMorgan likes four stocks in Alternative Energy
JPMorgan analyst Paul Coster says his Alternative Energy picks for 2019 remain Bloom Energy (BE), First Solar (FSLR), Hannon Armstrong (HASI), and TPI Composites (TPIC). The "decent" year-to-date gains notwithstanding, these four stocks offer favorable risk-reward opportunities through year-end, with Bloom and First Solar offering the highest return potential, Coster tells investors in a research note. He believes Alternative Energy fundamentals remain favorable across the spectrum of technologies, driven by "increasingly attractive unit-economics." This could be a "rare banner year for investors in Alt Energy SMid-Cap Stocks," says Coster.
07/10/19
JPMS
07/10/19
NO CHANGE
JPMS
JPMorgan constructive Alternative Energy fundamentals into Q2 results
JPMorgan analyst Paul Coster remains constructive regarding Alternative Energy fundamentals into the Q2 reporting season. The analyst reiterates First Solar (FSLR), TPI Composites (TPIC), Hannon Armstrong (HASI) and Bloom Energy (BE) as his top picks. He highlights "strong" global demand, stable average selling prices, and improved clarity regarding government policy, especially in China.
03/13/19
RILY
03/13/19
INITIATION
Target $29
RILY
Buy
Hannon Armstrong resumed with a Buy at B. Riley FBR
B. Riley FBR analyst Christopher Van Horn resumed coverage of Hannon Armstrong with a Buy rating and $29 price target. The rating is unchanged from the firm's prior coverage and the price target is raised from $27.

TODAY'S FREE FLY STORIES

RCI

Rogers Communications

$50.95

1.55 (3.14%)

13:05
01/22/20
01/22
13:05
01/22/20
13:05
Periodicals
Rogers CEO says will invest $3B in 5G infrastructure this year, Reuters says »

Rogers Communications CEO…

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

See Street Research during your Free Trial

  • 22

    Jan

SPWR

SunPower

$8.74

-0.03 (-0.34%)

13:05
01/22/20
01/22
13:05
01/22/20
13:05
Options
SunPower call volume above normal and directionally bullish »

Bullish option flow…

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

See Street Research during your Free Trial

TSLA

Tesla

$589.81

42.38 (7.74%)

13:03
01/22/20
01/22
13:03
01/22/20
13:03
Hot Stocks
Michigan AG confirms settlement with Tesla over direct vehicle sales »

Michigan Attorney General…

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

See Street Research during your Free Trial

  • 29

    Jan

  • 24

    Feb

  • 23

    Mar

  • 23

    Mar

GOOG

Alphabet

$1,493.75

8.83 (0.59%)

, GOOGL

Alphabet Class A

$1,491.00

8.3 (0.56%)

13:00
01/22/20
01/22
13:00
01/22/20
13:00
Periodicals
Alphabet's Pichai sees major potential in healthcare market for AI, Reuters says »

Alphabet and Google CEO…

GOOG

Alphabet

$1,493.75

8.83 (0.59%)

GOOGL

Alphabet Class A

$1,491.00

8.3 (0.56%)

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

See Street Research during your Free Trial

  • 22

    Jan

  • 22

    Jan

  • 23

    Jan

  • 27

    Jan

  • 03

    Feb

  • 03

    Feb

  • 10

    Feb

13:00
01/22/20
01/22
13:00
01/22/20
13:00
General news
U.S. corporate bond update: Adobe launched a $3.15 B 4-part deal »

U.S. corporate bond…

AMZN

Amazon.com

$1,895.31

3.03 (0.16%)

12:58
01/22/20
01/22
12:58
01/22/20
12:58
Hot Stocks
Mark Cuban says Amazon.com remains largest holding »

Mark Cuban said on CNBC…

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

See Street Research during your Free Trial

  • 27

    Jan

  • 30

    Jan

  • 10

    Feb

12:55
01/22/20
01/22
12:55
01/22/20
12:55
Conference/Events
Stephens food analysts to hold an analyst/industry conference call »

Analysts provide an…

12:55
01/22/20
01/22
12:55
01/22/20
12:55
Conference/Events
Senate Impeachment Trial of President Trump--Day 3 »

The Senate impeachment…

NTDOY

Nintendo

$0.00

(0.00%)

12:51
01/22/20
01/22
12:51
01/22/20
12:51
Periodicals
Nintendo wins court case in Germany over pre-orders, Nintendo Everything says »

Nintendo has prevailed in…

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

See Street Research during your Free Trial

AAPL

Apple

$318.56

2.17 (0.69%)

, GOOG

Alphabet

$1,493.73

8.81 (0.59%)

12:48
01/22/20
01/22
12:48
01/22/20
12:48
Periodicals
Google researchers find multiple security flaws in Apple's Safari, FT reports »

Researchers at Google…

AAPL

Apple

$318.56

2.17 (0.69%)

GOOG

Alphabet

$1,493.73

8.81 (0.59%)

GOOGL

Alphabet Class A

$1,491.43

8.73 (0.59%)

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

See Street Research during your Free Trial

  • 22

    Jan

  • 22

    Jan

  • 23

    Jan

  • 27

    Jan

  • 28

    Jan

  • 03

    Feb

  • 03

    Feb

  • 10

    Feb

ARWR

Arrowhead

$48.17

0.54 (1.13%)

12:45
01/22/20
01/22
12:45
01/22/20
12:45
Options
Arrowhead call volume above normal and directionally bullish »

Bullish option flow…

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

See Street Research during your Free Trial

  • 05

    Feb

MSI

Motorola Solutions

$177.26

0.29 (0.16%)

12:44
01/22/20
01/22
12:44
01/22/20
12:44
Periodicals
Motorola presales for foldable 'revived' Razr begin January 26, Engadget says »

After delaying the…

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

See Street Research during your Free Trial

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$331.71

0.39 (0.12%)

12:44
01/22/20
01/22
12:44
01/22/20
12:44
Periodicals
French minister says France, U.S. agree on digital tax framework, AP reports »

France intends to delay…

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$331.71

0.39 (0.12%)

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

See Street Research during your Free Trial

12:37
01/22/20
01/22
12:37
01/22/20
12:37
Conference/Events
Wolfe Research utilities/midstream analysts to hold luncheon meeting »

Utilities & Power…

CMCSA

Comcast

$47.44

0.13 (0.27%)

12:35
01/22/20
01/22
12:35
01/22/20
12:35
Periodicals
Olympic qualifiers moved or canceled due to coronavirus, CNN reports »

The International Olympic…

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

See Street Research during your Free Trial

  • 23

    Jan

DIS

Disney

$143.99

0.46 (0.32%)

12:33
01/22/20
01/22
12:33
01/22/20
12:33
Hot Stocks
Scopely acquires FoxNext Games, Cold Iron Studios from Disney »

Scopely and The Walt…

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

See Street Research during your Free Trial

  • 04

    Feb

FCAU

Fiat Chrysler

$13.51

-0.135 (-0.99%)

, PUGOY

Peugeot

$0.00

(0.00%)

12:25
01/22/20
01/22
12:25
01/22/20
12:25
Periodicals
Fiat Chrysler CEO says PSA deal talks 'progressing really well,' Reuters says »

Fiat Chrysler (FCAU) CEO…

FCAU

Fiat Chrysler

$13.51

-0.135 (-0.99%)

PUGOY

Peugeot

$0.00

(0.00%)

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

See Street Research during your Free Trial

APHA

Aphria

$5.66

0.345 (6.49%)

12:25
01/22/20
01/22
12:25
01/22/20
12:25
Options
Aphria call volume above normal and directionally bullish »

Bullish option flow…

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

See Street Research during your Free Trial

12:25
01/22/20
01/22
12:25
01/22/20
12:25
Conference/Events
The Executives' Club of Chicago to hold a luncheon meeting »

The Executives' Club…

SRPT

Sarepta

$121.03

-1.65 (-1.34%)

12:24
01/22/20
01/22
12:24
01/22/20
12:24
Periodicals
New documents point to 'deeper' FDA concerns about Sarepta's Vyondys, STAT says »

New documents released…

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

See Street Research during your Free Trial

PTI

Proteostasis

$1.96

0.04 (2.08%)

12:17
01/22/20
01/22
12:17
01/22/20
12:17
Hot Stocks
Proteostasis to present data from organoid study in CF treatment »

Proteostasis Therapeutics…

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

See Street Research during your Free Trial

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
01/22/20
01/22
12:17
01/22/20
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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

See Street Research during your Free Trial

MRNA

Moderna

$21.97

1 (4.77%)

12:16
01/22/20
01/22
12:16
01/22/20
12:16
Recommendations
Moderna analyst commentary  »

Moderna mRNA technology…

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

See Street Research during your Free Trial

$NYE

NYSE Market Internals

$0.00

(0.00%)

12:16
01/22/20
01/22
12:16
01/22/20
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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

See Street Research during your Free Trial

12:15
01/22/20
01/22
12:15
01/22/20
12:15
General news
Oil Action: WTI crude »

Oil Action: WTI crude hit…

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.