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Recommendations
Carlisle price target raised to $205 from $184 at Loop Capital » 09:28
04/26/21
04/26
09:28
04/26/21
09:28
CSL

Carlisle

$190.61 /

+13.025 (+7.33%)

Loop Capital analyst…

Loop Capital analyst Garik Shmois raised the firm's price target on Carlisle to $205 from $184 and keeps a Buy rating on the shares after its Q1 earnings beat. All of the company's segments beat forecasts, but most notably the Construction Materials' business volumes and margin outperformed as commercial roofing demand is recovering ahead of schedule while price and cost concerns appear mostly overblown, the analyst tells investors in a research note.

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CSL Carlisle
$190.61 /

+13.025 (+7.33%)

CSL Carlisle
$190.61 /

+13.025 (+7.33%)

04/26/21 BMO Capital
Carlisle price target raised to $225 from $180 at BMO Capital
04/16/21 Jefferies
Carlisle price increases point to strong demand, says Jefferies
04/12/21 Oppenheimer
Carlisle price target raised to $188 from $175 at Oppenheimer
04/12/21 Longbow
Carlisle downgraded to Neutral from Buy at Longbow
CSL Carlisle
$190.61 /

+13.025 (+7.33%)

Recommendations
Carlisle price target raised to $225 from $180 at BMO Capital » 09:06
04/26/21
04/26
09:06
04/26/21
09:06
CSL

Carlisle

$190.61 /

+13.025 (+7.33%)

BMO Capital analyst Joel…

BMO Capital analyst Joel Tiss raised the firm's price target on Carlisle to $225 from $180 and keeps an Outperform rating on the shares. The company's Q1 upside was fueled by Construction Materials segment's "resilient profitability", the analyst tells investors in a research note. Each of the company's businesses has undertaken significant cost reductions, which should help to drive meaningful margin upside as volume returns, Tiss adds.

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CSL Carlisle
$190.61 /

+13.025 (+7.33%)

CSL Carlisle
$190.61 /

+13.025 (+7.33%)

04/16/21 Jefferies
Carlisle price increases point to strong demand, says Jefferies
04/12/21 Oppenheimer
Carlisle price target raised to $188 from $175 at Oppenheimer
04/12/21 Longbow
Carlisle downgraded to Neutral from Buy at Longbow
03/25/21
Fly Intel: Top five analyst upgrades
CSL Carlisle
$190.61 /

+13.025 (+7.33%)

Earnings
Carlisle report Q1 adjusted EPS $1.47, consensus 69c » 16:09
04/22/21
04/22
16:09
04/22/21
16:09
CSL

Carlisle

$177.57 /

-1.74 (-0.97%)

Reports Q1 revenue…

Reports Q1 revenue $1.03B, consensus $974.48M. The company said, "Due to strength in our CCM, CFT, and CBF businesses, our consolidated first quarter revenue was flat, while adjusted EPS declined year-over-year given lower profitability at CIT driven by the well-publicized impact of the COVID pandemic on the commercial aerospace industry. The first quarter of 2021 demonstrated yet again Carlisle's ability to navigate varying economic cycles while delivering strong financial performance. We continued to execute on our long-term strategies, including: maintaining the highest standards in providing the Carlisle Experience to our customers, investing in high-return projects to drive organic growth across our core platforms, working an active pipeline of acquisition targets, returning capital to shareholders in the form of share repurchases and dividends, continuing on our ESG journey, and demonstrating the exceptional and sustainable earnings power of the Carlisle business model."

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CSL Carlisle
$177.57 /

-1.74 (-0.97%)

CSL Carlisle
$177.57 /

-1.74 (-0.97%)

04/16/21 Jefferies
Carlisle price increases point to strong demand, says Jefferies
04/12/21 Oppenheimer
Carlisle price target raised to $188 from $175 at Oppenheimer
04/12/21 Longbow
Carlisle downgraded to Neutral from Buy at Longbow
03/25/21
Fly Intel: Top five analyst upgrades
CSL Carlisle
$177.57 /

-1.74 (-0.97%)

Recommendations
Carlisle price increases point to strong demand, says Jefferies » 09:13
04/16/21
04/16
09:13
04/16/21
09:13
CSL

Carlisle

$171.91 /

-0.89 (-0.52%)

Jefferies analyst Saree…

Jefferies analyst Saree Boroditsky noted that Carlisle announced a price increase of up to 10% on its coatings and waterproofing products effective May 15, which follows a price increase announced earlier in the month on metal products ranging from 8%-30% effective May 3. Carlisle had previously implemented price increases on membranes and insulation and on metal products effective March 1, while competitor GAF has also been increasing prices, said Boroditsky, who also notes recent channel checks on the commercial roofing outlook for 2021 were positive. The analyst, who thinks Carlisle's guidance for the full year 2021 is likely conservative based on the multiple rounds of price increases and her recent channel checks, has a Buy rating and $180 price target on the shares.

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CSL Carlisle
$171.91 /

-0.89 (-0.52%)

CSL Carlisle
$171.91 /

-0.89 (-0.52%)

04/12/21 Oppenheimer
Carlisle price target raised to $188 from $175 at Oppenheimer
04/12/21 Longbow
Carlisle downgraded to Neutral from Buy at Longbow
03/25/21
Fly Intel: Top five analyst upgrades
03/25/21 Loop Capital
Carlisle upgraded to Buy from Hold at Loop Capital
CSL Carlisle
$171.91 /

-0.89 (-0.52%)

Over a month ago
Recommendations
Carlisle price target raised to $188 from $175 at Oppenheimer » 08:02
04/12/21
04/12
08:02
04/12/21
08:02
CSL

Carlisle

$171.68 /

+1.72 (+1.01%)

Oppenheimer analyst Bryan…

Oppenheimer analyst Bryan Blair raised the firm's price target on Carlisle to $188 from $175 and keeps an Outperform rating on the shares. Blair believes top-line momentum is building across Carlisle platforms, with recent checks indicating solid/accelerating March activity and pandemic recovery benefiting the order books, the analyst tells investors in a research note. Blair continues to see compelling intermediate-term upside in Carlisle shares.

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CSL Carlisle
$171.68 /

+1.72 (+1.01%)

CSL Carlisle
$171.68 /

+1.72 (+1.01%)

04/12/21 Longbow
Carlisle downgraded to Neutral from Buy at Longbow
03/25/21
Fly Intel: Top five analyst upgrades
03/25/21 Loop Capital
Carlisle upgraded to Buy from Hold at Loop Capital
01/26/21 Longbow
Carlisle price target raised to $160 from $150 at Longbow
CSL Carlisle
$171.68 /

+1.72 (+1.01%)

Downgrade
Carlisle downgraded to Neutral from Buy at Longbow » 05:50
04/12/21
04/12
05:50
04/12/21
05:50
CSL

Carlisle

$171.68 /

+1.72 (+1.01%)

Longbow analyst David…

Longbow analyst David MacGregor downgraded Carlisle to Neutral from Buy without a price target.

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CSL Carlisle
$171.68 /

+1.72 (+1.01%)

CSL Carlisle
$171.68 /

+1.72 (+1.01%)

03/25/21
Fly Intel: Top five analyst upgrades
03/25/21 Loop Capital
Carlisle upgraded to Buy from Hold at Loop Capital
01/26/21 Longbow
Carlisle price target raised to $160 from $150 at Longbow
01/08/21 Oppenheimer
Carlisle price target raised to $175 from $160 at Oppenheimer
CSL Carlisle
$171.68 /

+1.72 (+1.01%)

Upgrade
Fly Intel: Top five analyst upgrades » 09:53
03/25/21
03/25
09:53
03/25/21
09:53
CSCO

Cisco

$51.26 /

+1.61 (+3.24%)

, MAXR

Maxar Technologies

$33.80 /

+0.1 (+0.30%)

, AMD

AMD

$76.23 /

-0.2 (-0.26%)

, CSL

Carlisle

$155.96 /

-0.38 (-0.24%)

, MTN

Vail Resorts

$277.20 /

-1.04 (-0.37%)

Catch up on today's…

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Cisco (CSCO) upgraded to Buy from Neutral at Goldman Sachs with analyst Rod Hall saying the prospect of increased enterprise spending on campus networking to enable a video conferencing heavy return to offices "presents opportunity for fundamental upside." 2. Maxar Technologies (MAXR) upgraded to Overweight from Neutral at JPMorgan with analyst Seth Seifman saying Maxar's story of adding new imagery capacity, becoming profitable in Space Infrastructure, de-levering and generating cash is unchanged but the stock "has been caught up in market turbulence" around an equity offering last week and is now more attractive following the pullback. 3. AMD (AMD) upgraded to Outperform from Market Perform at Northland with analyst Gus Richard saying he believes Intel's expansion into the foundry market will increase AMD as a priority for TSMC (TSM) and that Intel "will be persona non grata." For this reason, Richard expects AMD's market share momentum to continue, driving the upgrade to Outperform. 4. Carlisle (CSL) upgraded to Buy from Hold at Loop Capital with analyst Garik Shmois citing the findings of his roofing survey, which indicated broad support for the industry's upcoming price increase, an expectation of additional price increases later this year, and a supply/demand set-up that is starting to look like what the residential roofing industry is experiencing. 5. Vail Resorts (MTN) upgraded to Buy from Neutral at BofA with analyst Shaun Kelley saying Vail is well positioned to benefit from "high-end pent-up leisure demand" in the coming ski season. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

ShowHide Related Items >><<
MTN Vail Resorts
$277.20 /

-1.04 (-0.37%)

MAXR Maxar Technologies
$33.80 /

+0.1 (+0.30%)

CSL Carlisle
$155.96 /

-0.38 (-0.24%)

CSCO Cisco
$51.26 /

+1.61 (+3.24%)

AMD AMD
$76.23 /

-0.2 (-0.26%)

CSCO Cisco
$51.26 /

+1.61 (+3.24%)

03/25/21 Goldman Sachs
Cisco upgraded to Buy from Neutral at Goldman Sachs
03/24/21 Cleveland Research
Arista Networks partner feedback 'encouraging,' says Cleveland Research
03/23/21 KeyBanc
Box price target raised to $27 from $22 at KeyBanc
03/05/21
Fly Intel: Top five analyst upgrades
MAXR Maxar Technologies
$33.80 /

+0.1 (+0.30%)

03/25/21 Canaccord
Maxar Technologies price target lowered to $50 from $55 at Canaccord
03/25/21 JPMorgan
Maxar Technologies upgraded to Overweight from Neutral at JPMorgan
03/16/21 Truist
Truist starts 'space pure-play' Maxar with Buy rating, $59 target
03/16/21 Truist
Maxar Technologies initiated with a Buy at Truist
AMD AMD
$76.23 /

-0.2 (-0.26%)

03/25/21 Northland
Northland upgrades AMD to Outperform on Intel's 'strategic faux pas'
03/25/21 Northland
AMD upgraded to Outperform from Market Perform at Northland
03/24/21 Needham
Intel price target raised to $74 from $70 at Needham
03/24/21 Truist
Intel price target raised to $73 from $64 at Truist
CSL Carlisle
$155.96 /

-0.38 (-0.24%)

03/25/21 Loop Capital
Carlisle upgraded to Buy from Hold at Loop Capital
01/26/21 Longbow
Carlisle price target raised to $160 from $150 at Longbow
01/08/21 Oppenheimer
Carlisle price target raised to $175 from $160 at Oppenheimer
11/13/20
Carlisle cut to Hold at Loop Capital on valuation
MTN Vail Resorts
$277.20 /

-1.04 (-0.37%)

03/25/21 BofA
Vail Resorts upgraded to Buy from Neutral at BofA
03/12/21 Truist
Vail Resorts price target raised to $292 from $246 at Truist
03/12/21 Deutsche Bank
Vail Resorts price target raised to $277 from $251 at Deutsche Bank
01/29/21
Fly Intel: Top five analyst initiations
MTN Vail Resorts
$277.20 /

-1.04 (-0.37%)

MAXR Maxar Technologies
$33.80 /

+0.1 (+0.30%)

CSL Carlisle
$155.96 /

-0.38 (-0.24%)

CSCO Cisco
$51.26 /

+1.61 (+3.24%)

AMD AMD
$76.23 /

-0.2 (-0.26%)

  • 18
    Mar
CSCO Cisco
$51.26 /

+1.61 (+3.24%)

AMD AMD
$76.23 /

-0.2 (-0.26%)

MTN Vail Resorts
$277.20 /

-1.04 (-0.37%)

MAXR Maxar Technologies
$33.80 /

+0.1 (+0.30%)

CSCO Cisco
$51.26 /

+1.61 (+3.24%)

AMD AMD
$76.23 /

-0.2 (-0.26%)

MAXR Maxar Technologies
$33.80 /

+0.1 (+0.30%)

CSCO Cisco
$51.26 /

+1.61 (+3.24%)

AMD AMD
$76.23 /

-0.2 (-0.26%)

Upgrade
Carlisle upgraded to Buy from Hold at Loop Capital » 07:01
03/25/21
03/25
07:01
03/25/21
07:01
CSL

Carlisle

$155.87 /

+2.98 (+1.95%)

Loop Capital analyst…

Loop Capital analyst Garik Shmois upgraded Carlisle to Buy from Hold with a price target of $184, up from $160. The analyst is citing the findings of his roofing survey, which indicated broad support for the industry's upcoming price increase, an expectation of additional price increases later this year, and a supply/demand set-up that is starting to look like what the residential roofing industry is experiencing. Shmoils adds that margins may be pressured over the next 1-2 quarters but should recover starting in the 2nd half of 2021, further stating that Carlisle had lagged its peers, but its medium-term risk-reward looks favorable.

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CSL Carlisle
$155.87 /

+2.98 (+1.95%)

CSL Carlisle
$155.87 /

+2.98 (+1.95%)

01/26/21 Longbow
Carlisle price target raised to $160 from $150 at Longbow
01/08/21 Oppenheimer
Carlisle price target raised to $175 from $160 at Oppenheimer
11/13/20
Carlisle cut to Hold at Loop Capital on valuation
11/13/20 Loop Capital
Carlisle downgraded to Hold from Buy at Loop Capital
CSL Carlisle
$155.87 /

+2.98 (+1.95%)

Conference/Events
Carlisle management to meet virtually with Loop Capital » 04:55
03/23/21
03/23
04:55
03/23/21
04:55
CSL

Carlisle

$156.28 /

-1.63 (-1.03%)

Virtual Meeting to be…

Virtual Meeting to be held on March 23 hosted by Loop Capital.

ShowHide Related Items >><<
CSL Carlisle
$156.28 /

-1.63 (-1.03%)

CSL Carlisle
$156.28 /

-1.63 (-1.03%)

01/26/21 Longbow
Carlisle price target raised to $160 from $150 at Longbow
01/08/21 Oppenheimer
Carlisle price target raised to $175 from $160 at Oppenheimer
11/13/20
Carlisle cut to Hold at Loop Capital on valuation
11/13/20 Loop Capital
Carlisle downgraded to Hold from Buy at Loop Capital
CSL Carlisle
$156.28 /

-1.63 (-1.03%)

Conference/Events
Carlisle management to meet virtually with Loop Capital » 14:14
03/17/21
03/17
14:14
03/17/21
14:14
CSL

Carlisle

$157.99 /

+0.98 (+0.62%)

Virtual Meeting to be…

Virtual Meeting to be held on March 23 hosted by Loop Capital.

ShowHide Related Items >><<
CSL Carlisle
$157.99 /

+0.98 (+0.62%)

CSL Carlisle
$157.99 /

+0.98 (+0.62%)

01/26/21 Longbow
Carlisle price target raised to $160 from $150 at Longbow
01/08/21 Oppenheimer
Carlisle price target raised to $175 from $160 at Oppenheimer
11/13/20
Carlisle cut to Hold at Loop Capital on valuation
11/13/20 Loop Capital
Carlisle downgraded to Hold from Buy at Loop Capital
CSL Carlisle
$157.99 /

+0.98 (+0.62%)

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