Breaking News Instant updates and real-time market news.

MA

MasterCard

$314.27

3.845 (1.24%)

, V

Visa

$199.78

3.83 (1.95%)

08:09
01/16/20
01/16
08:09
01/16/20
08:09

MasterCard price target raised to $345 from $312 at Oppenheimer

Oppenheimer analyst Glenn Greene raised his price target for MasterCard to $345 from $312 as he sees relatively stable year over year retail sales and large U.S. card issuer volume growth trends, while FX has also been relatively stable quarter over quarter. Despite peak valuations, the analyst continues to believe that MasterCard and Visa (V) given their strong near- and long-term prospects, and still prefers MasterCard to Visa, albeit marginally, given its superior recent revenue and EPS growth, as well as its more robust three-year outlook. Greene reiterates an Outperform rating on MasterCard's shares.

MA

MasterCard

$314.27

3.845 (1.24%)

V

Visa

$199.78

3.83 (1.95%)

  • 28

    Jan

  • 29

    Jan

  • 30

    Jan

  • 11

    Feb

MA MasterCard
$314.27

3.845 (1.24%)

01/07/20
MOFT
01/07/20
NO CHANGE
Target $365
MOFT
Buy
MasterCard price target raised to $365 from $330 at MoffettNathanson
MoffettNathanson analyst Lisa Ellis raised her price target for Mastercard to $365 from $330 and maintained a Buy rating, telling investors in a research note that Mastercard is in "rarefied air" among investment opportunities, with a "unique" combination of strong secular growth and intrinsically high-leverage business model. Ellis says Mastercard remains one of her top picks for 2020 and expects its stock performance to track with earnings growth.
01/13/20
NOMU
01/13/20
NO CHANGE
Target $354
NOMU
Buy
MasterCard price target raised to $354 from $324 at Nomura Instinet
Nomura Instinet analyst Bill Carcache raised his price target for MasterCard to $354 from $324 and keeps a Buy rating on the shares. The analyst remains bullish on the the "high secular" growth payment networks but is less constructive on the cards, which he expects to underperform regional banks.
01/14/20
FBCO
01/14/20
NO CHANGE
Target $224
FBCO
Outperform
Visa's Plaid deal biggest purpose 'to woo fintechs,' says Credit Suisse
Credit Suisse analyst Moshe Orenbuch notes that Visa (V) announced it has signed an agreement to acquire Plaid, which partners extensively with fintechs. As such, the analyst views the acquisition of Plaid as "definitely a great selling point" Visa could use to make further progresses in winning more fintech partners, particularly if Visa could bundle Plaid services with its existing product suite. This would also solidify Visa's position in next-generation ecosystem by acquiring a top open-banking enabler in the U.S. that has already launched in Europe, he adds. Orenbuch believes this is Visa's "biggest deal yet in going after fintechs" after initially losing out to MasterCard (MA) in the period right after the acquisition of Visa Europe, when Visa was more focused in migrating Visa Europe to VisaNet. The analyst has an Outperform rating and $224 price target on Visa's shares.
01/14/20
MSCO
01/14/20
NO CHANGE
Target $220
MSCO
Overweight
Visa deal may help narrow 'tech discount' to MasterCard, says Morgan Stanley
Morgan Stanley analyst James Faucette said he believes Visa's (V) $5.3B deal for infrastructure technology provider Plaid, which provides fintech companies such as Venmo, Robinhood,and Credit Karma with tools to connect to their customers' financial accounts, may help Visa narrow its valuation gap with MasterCard (MA). He thinks there is a perception of MasterCard "being more front-footed on tech issues," although he does not believe that is actually the case, and he thinks this deal, along with the recent acquisitions of Earthport and Rambus, should help to improve investor perception, Faucette tells investors. He maintains an Overweight rating and $220 price target on Visa shares.
V Visa
$199.78

3.83 (1.95%)

01/14/20
WEDB
01/14/20
NO CHANGE
Target $215
WEDB
Outperform
Visa price target raised to $215 from $195 at Wedbush
Wedbush analyst Moshe Katri raised his price target for Visa to $215 from $195 post another value-added enhancing transaction, as the company continues to gradually expand its non-traditional, non-transaction dominating revenue base. Post record M&A activity throughout 2019, the analyst believes this transaction further reduces Visa's exclusive dependence in ongoing economic activity. He has an Outperform rating on the shares.
01/14/20
RAJA
01/14/20
NO CHANGE
RAJA
Strong Buy
Envestnet should weigh Yodlee sale after Plaid buyout, says Raymond James
Visa's (V) acquisition of data aggregation provider Plaid raises the question of whether Envestnet (ENV) might be best served selling its similar Yodlee business, Raymond James analyst Patrick O'Shaughnessy writes in a note to investors. The analyst wonders if a "large financial institution with deep pockets" might be willing to pay a healthy valuation for the business. Selling Yodlee is an option Envestnet's board should be considering, says the analyst, who believes Evestnet's current $3.9B market capitalization "in no way" reflects a potential sale of Yodlee at Plaid's valuation. Based on published media reports, the analyst believes Plaid generated around $150M in revenue in 2019, below his estimate of estimate of $190M for Envestnet's Yodlee. O'Shaughnessy keeps a Strong Buy rating on shares of Envestnet, which are up 32c to $74.29 in morning trading.
01/15/20
BMOC
01/15/20
NO CHANGE
Target $232
BMOC
Outperform
Visa price target lowered to $232 from $239 at BMO Capital
BMO Capital analyst James Fotheringham lowered his price target on Visa to $232 after its announcement to acquire Plaid, also lowering his FY20 EPS view by 3c to reflect the deal's dilution. While the transaction looks like a "wash" at first glance with higher topline growth offset by three years of earnings dilution, it makes sense in the longer term given its negligible leverage impact and helping to dispel concerns of Visa falling behind in fintech, Fotheringham writes in his research note. The analyst still keeps his Outperform rating on the stock.

TODAY'S FREE FLY STORIES

09:30
01/20/20
01/20
09:30
01/20/20
09:30
General news
Oil Action: Front-month WTI futures are up 0.7% »

Oil Action: Front-month…

07:00
01/20/20
01/20
07:00
01/20/20
07:00
General news
FX Update: All quiet on the forex front »

FX Update: All quiet on…

06:40
01/20/20
01/20
06:40
01/20/20
06:40
General news
FX Action: USD-JPY has gone into narrow-range mode »

FX Action: USD-JPY has…

AMRC

Ameresco

$19.78

-0.1 (-0.50%)

04:55
01/20/20
01/20
04:55
01/20/20
04:55
Conference/Events
Ameresco management to meet with Roth Capital »

Meetings to be held 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

  • 20

    Jan

  • 21

    Jan

  • 22

    Jan

HRB

H&R Block

$24.48

-0.48 (-1.92%)

04:55
01/20/20
01/20
04:55
01/20/20
04:55
Conference/Events
H&R Block management to meet with Oppenheimer »

Meetings to be held 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

  • 20

    Jan

  • 21

    Jan

  • 22

    Jan

MSM

MSC Industrial

$76.89

-1.58 (-2.01%)

04:55
01/20/20
01/20
04:55
01/20/20
04:55
Conference/Events
MSC Industrial management to meet with KeyBanc »

Meeting to be held 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

  • 20

    Jan

  • 29

    Jan

03:30
01/20/20
01/20
03:30
01/20/20
03:30
General news
FX Action: USD-CAD ebbed fractionally lower »

FX Action: USD-CAD ebbed…

03:05
01/20/20
01/20
03:05
01/20/20
03:05
General news
Asian Market Update: »

Asian Market Update:…

03:05
01/20/20
01/20
03:05
01/20/20
03:05
General news
FX Update: The dollar has seen modest weakness »

FX Update: The dollar has…

FB

Facebook

$222.01

0.23 (0.10%)

16:50
01/19/20
01/19
16:50
01/19/20
16:50
Periodicals
Facebook blames technical error for vulgar translation, Reuters reports »

Facebook blamed a…

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

  • 29

    Jan

SPY

SPDR S&P 500 ETF Trust

$331.98

1.08 (0.33%)

, SPX

S&P 500

$0.00

(0.00%)

16:43
01/19/20
01/19
16:43
01/19/20
16:43
Periodicals
China to increase U.S. imports according to 'market principles,' Reuters reports »

China will negotiate with…

SPY

SPDR S&P 500 ETF Trust

$331.98

1.08 (0.33%)

SPX

S&P 500

$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

TSLA

Tesla

$510.34

-3.065 (-0.60%)

16:33
01/19/20
01/19
16:33
01/19/20
16:33
Periodicals
Tesla closer to opening first European factory with property deal, Reuters says »

Tesla has agreed to buy a…

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

JPM

JPMorgan

$138.15

0.89 (0.65%)

, BNPQY

BNP Paribas

$0.00

(0.00%)

16:28
01/19/20
01/19
16:28
01/19/20
16:28
Periodicals
JPMorgan to acquire former BNP building in Paris, Bloomberg reports »

JPMorgan (JPM) is buying…

JPM

JPMorgan

$138.15

0.89 (0.65%)

BNPQY

BNP Paribas

$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

  • 05

    Feb

  • 25

    Feb

  • 14

    Apr

BAC

Bank of America

$34.70

-0.03 (-0.09%)

16:25
01/19/20
01/19
16:25
01/19/20
16:25
Periodicals
CEO tells FT Bank of America aims to 'double' slice of U.S. retail business »

Bank of America can…

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

  • 26

    Feb

  • 15

    Apr

CEL

Cellcom Israel

$3.18

(0.00%)

16:16
01/19/20
01/19
16:16
01/19/20
16:16
Hot Stocks
Cellcom Israel announces CTO resignation »

Cellcom Israel announced…

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

VRCA

Verrica Pharmaceuticals

$15.94

0.21 (1.34%)

16:12
01/19/20
01/19
16:12
01/19/20
16:12
Hot Stocks
Verrica announces presentation of data from Phase 3 CAMP trials of VP-102 »

Verrica Pharmaceuticals…

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

  • 13

    Jul

SO

Southern Company

$67.25

1.08 (1.63%)

, XEL

Xcel Energy

$65.38

0.34 (0.52%)

16:08
01/19/20
01/19
16:08
01/19/20
16:08
Hot Stocks
Southern Power closes sale of Mankato Energy Center to Xcel Energy »

Southern Power, a…

SO

Southern Company

$67.25

1.08 (1.63%)

XEL

Xcel Energy

$65.38

0.34 (0.52%)

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

  • 30

    Jan

LIZI

Lizhi

$11.72

(0.00%)

, DNK

Phoenix Tree

$13.50

(0.00%)

09:10
01/19/20
01/19
09:10
01/19/20
09:10
On The Fly
Opening Day: China's Lizhi, Phoenix Tree flat in trading debut »

Lizhi (LIZI), one of…

LIZI

Lizhi

$11.72

(0.00%)

DNK

Phoenix Tree

$13.50

(0.00%)

VEL

Velocity Financial

$13.58

(0.00%)

IMAB

I-MAB

$12.90

(0.00%)

BSBK

Bogota Financial

$11.70

0.195 (1.70%)

CSPR

Casper Sleep

$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

TLGT

Teligent

$0.40

-0.0025 (-0.62%)

15:53
01/18/20
01/18
15:53
01/18/20
15:53
Conference/Events
Teligent to hold a special shareholder meeting »

Special Shareholder…

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

  • 24

    Jan

AYTU

Aytu BioScience

$0.80

0.0014 (0.18%)

15:48
01/18/20
01/18
15:48
01/18/20
15:48
Conference/Events
Aytu BioScience to hold a special shareholder meeting »

Special Shareholder…

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

  • 24

    Jan

DVA

DaVita

$79.45

0.43 (0.54%)

15:32
01/18/20
01/18
15:32
01/18/20
15:32
Conference/Events
DaVita to host special shareholder meeting »

Special Shareholder…

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

TSM

TSMC

$58.58

-0.18 (-0.31%)

09:16
01/18/20
01/18
09:16
01/18/20
09:16
Periodicals
Taiwan tech stocks can ignore China's bluster for now, Barron's says »

China's government…

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

KKR

KKR

$31.20

0.7 (2.30%)

, APO

Apollo Global

$50.35

1.26 (2.57%)

09:03
01/18/20
01/18
09:03
01/18/20
09:03
Periodicals
KKR undervalued compared with peers, Barron's says »

KKR (KKR) gained 50% last…

KKR

KKR

$31.20

0.7 (2.30%)

APO

Apollo Global

$50.35

1.26 (2.57%)

ARES

Ares Management

$37.29

0.47 (1.28%)

BX

Blackstone

$60.79

0.62 (1.03%)

CG

Carlyle Group

$33.30

0.36 (1.09%)

HLNE

Hamilton Lane

$67.25

-0.02 (-0.03%)

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

  • 30

    Jan

  • 30

    Jan

  • 31

    Jan

  • 31

    Jan

  • 04

    Feb

  • 04

    Feb

  • 05

    Feb

  • 13

    Feb

  • 17

    Feb

  • 26

    Feb

SPCE

Virgin Galactic

$15.65

0.685 (4.58%)

, TWNK

Hostess Brands

$14.03

0.02 (0.14%)

08:56
01/18/20
01/18
08:56
01/18/20
08:56
Periodicals
'Blank-check' companies hot on Wall Street, Barron's says »

More than a quarter of…

SPCE

Virgin Galactic

$15.65

0.685 (4.58%)

TWNK

Hostess Brands

$14.03

0.02 (0.14%)

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

  • 25

    Feb

  • 04

    Mar

GOOG

Alphabet

$1,480.28

28.34 (1.95%)

, NFLX

Netflix

$339.56

0.89 (0.26%)

08:47
01/18/20
01/18
08:47
01/18/20
08:47
Periodicals
Peacock's pricing might be 'killer feature,' Barron's says »

This week, Peacock…

GOOG

Alphabet

$1,480.28

28.34 (1.95%)

NFLX

Netflix

$339.56

0.89 (0.26%)

CMCSK

Comcast

$0.00

(0.00%)

CMCSA

Comcast

$47.48

0.62 (1.32%)

GOOGL

Alphabet Class A

$1,479.12

29.29 (2.02%)

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

  • 21

    Jan

  • 22

    Jan

  • 23

    Jan

  • 03

    Feb

  • 03

    Feb

  • 10

    Feb

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.