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Dunkin' Brands downgraded to Hold at Argus on valuation » 07:47
02/19/20
02/19
07:47
02/19/20
07:47
DNKN

Dunkin' Brands

$76.19 /

+0.41 (+0.54%)

Argus analyst John…

Argus analyst John Staszak downgraded Dunkin' Brands to Hold from Buy. The analyst expects the company to perform solidly in the next several quarters, but he is concerned that the high valuation and modest growth prospects due to increased breakfast menu competition will restrict its further share prices. Staszak also reduces his FY20 EPS view by 20c to $3.20, though he remains positive on the company's longer term opportunities to expand into new sales channels and geographic regions.

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Downgrade
Dunkin' Brands downgraded to Hold from Buy at Argus » 07:33
02/19/20
02/19
07:33
02/19/20
07:33
DNKN

Dunkin' Brands

$76.19 /

+0.41 (+0.54%)

Argus downgraded…

Argus downgraded Dunkin' Brands to Hold from Buy.

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Tuesday
Options
Beyond Meat call volume above normal and directionally bullish » 10:25
02/18/20
02/18
10:25
02/18/20
10:25
BYND

Beyond Meat

$122.20 /

+6.01 (+5.17%)

Bullish option flow…

Bullish option flow detected in Beyond Meat with 36,583 calls trading, 1.5x expected, and implied vol increasing over 6 points to 90.19%. Feb-20 125 calls and Feb-20 130 calls are the most active options, with total volume in those strikes near 6,800 contracts. The Put/Call Ratio is 0.31. Earnings are expected on February 27th.

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Friday
Hot Stocks
Pershing Square boosts Howard Hughes stake, lowers Starbucks stake » 16:41
02/14/20
02/14
16:41
02/14/20
16:41
HHC

Howard Hughes

$125.00 /

+0.53 (+0.43%)

, A

Agilent

$85.85 /

+0.37 (+0.43%)

, SBUX

Starbucks

$89.27 /

-0.67 (-0.74%)

, CMG

Chipotle

$921.73 /

+9.59 (+1.05%)

, HLT

Hilton

$113.25 /

+0.32 (+0.28%)

, LOW

Lowe's

$125.42 /

+0.67 (+0.54%)

, QSR

Restaurant Brands

$67.21 /

+0.9 (+1.36%)

, BRK.B

Berkshire Hathaway

$226.74 /

+0.4 (+0.18%)

Pershing Square disclosed…

Pershing Square disclosed in an SEC filing its holdings as of December 31, 2019. In the fourth quarter, Pershing increased its stake in two holdings, by size of previous position, Howard Hughes (HHC) and Agilent Technologies (A). Pershing reduced its stake in one holding, Starbucks (SBUX). Pershing's top holdings as of December 31, 2019, in order of size, were Chipotle Mexican Grill (CMG), Hilton Worldwide Holdings (HLT), Lowe's Companies (LOW), Restaurant Brands International (QSR), and Berkshire Hathaway (BRK.B).

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Hot Stocks
Tiger Global adds PayPal, exits Fiat Chrysler in Q4 » 14:03
02/14/20
02/14
14:03
02/14/20
14:03
PYPL

PayPal

$122.43 /

+1.93 (+1.60%)

, GOOGL

Alphabet Class A

$1,513.65 /

+0.11 (+0.01%)

, CDLX

Cardlytics

$95.62 /

+2.44 (+2.62%)

, XP

XP Inc.

$40.11 /

-1.32 (-3.19%)

, BILL

Bill.com

$62.27 /

+0.14 (+0.23%)

, FCAU

Fiat Chrysler

$13.24 /

-0.195 (-1.45%)

, MELI

MercadoLibre

$725.23 /

+6.26 (+0.87%)

, W

Wayfair

$82.55 /

+0.47 (+0.57%)

, SWCH

Switch

$17.48 /

+0.43 (+2.52%)

, BYND

Beyond Meat

$115.00 /

+2.99 (+2.67%)

, UBER

Uber

$39.12 /

-0.97 (-2.42%)

, ESTC

Elastic

$72.61 /

+0.51 (+0.71%)

, PDD

Pinduoduo

$37.05 /

-0.4 (-1.07%)

, MDB

MongoDB

$171.12 /

+1.21 (+0.71%)

, RNG

RingCentral

$241.75 /

-1.25 (-0.51%)

, BABA

Alibaba

$218.56 /

-1.775 (-0.81%)

, MSFT

Microsoft

$184.42 /

+0.68 (+0.37%)

, FB

Facebook

$213.15 /

+0.03 (+0.01%)

, CRM

Salesforce

$189.46 /

+0.87 (+0.46%)

, ADBE

Adobe

$377.80 /

+2.97 (+0.79%)

, JD

JD.com

$41.75 /

-0.24 (-0.57%)

, APO

Apollo Global

$45.73 /

-0.09 (-0.20%)

, TDG

TransDigm

$649.39 /

-6.3 (-0.96%)

Chase Coleman's…

Chase Coleman's Tiger Global disclosed in an SEC filing its holdings as of December 31, 2019. The fund's five new buys during the fourth quarter included, by size of position, PayPal (PYPL), Alphabet Class A (GOOGL), Cardlytics (CDLX), XP Inc. Class A (XP), and Bill.com (BILL). Tiger exited 16 positions during the quarter, including by size of previous position Fiat Chrysler (FCAU), MercadoLibre (MELI), Wayfair (W), Switch (SWCH), and Beyond Meat (BYND). The fund increased its stake in 15 holdings, including by size of previous position Uber (UBER), Elastic (ESTC), Pinduoduo (PDD), MongoDB (MDB), and RingCentral (RNG). Tiger reduced its stake in 17 holdings, including by size of previous position Alibaba (BABA), Microsoft (MSFT), Facebook Class A (FB), Salesforce (CRM), and Adobe (ADBE). The fund's top holdings as of December 31, in order of size, were JD.com Class A (JD), Apollo Global (APO), Microsoft, Facebook, and TransDigm (TDG).

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  • 11
    Feb
Recommendations
Beyond Meat price target raised to $117 from $106 at Bernstein » 06:33
02/14/20
02/14
06:33
02/14/20
06:33
BYND

Beyond Meat

$112.01 /

-2.72 (-2.37%)

Bernstein analyst Alexia…

Bernstein analyst Alexia Howard raised her price target for Beyond Meat (BYND) to $117 from $106 and maintained a Market Perform rating. In a research note to investors Howard says she sees upside from a wider McDonald's (MCD) partnership and having previously estimated that Beyond Meat could generate $168M sales from a McDonald's partnership in the U.S., but now estimates Beyond Meat could generate $227M-$306M in incremental sales from a potential McDonald's rollout in the U.S. The analyst continues to believe that Beyond Meat's near-term sales growth potential in the U.S. is largely priced in at this point, but thinks there could be upside if Beyond Meat further expands its capacity and more meaningfully expands into international markets.

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Over a week ago
Initiation
Fly Intel: Top five analyst initiations » 10:09
02/13/20
02/13
10:09
02/13/20
10:09
SBUX

Starbucks

$89.57 /

+1 (+1.13%)

, COST

Costco

$314.29 /

-0.69 (-0.22%)

, BJ

BJ's Wholesale

$21.91 /

+0.36 (+1.67%)

, FBIO

Fortress Biotech

$2.73 /

+0.05 (+1.87%)

, VRNS

Varonis

$92.72 /

+1.75 (+1.92%)

, XLNX

Xilinx

$89.60 /

-1.63 (-1.79%)

Catch up on today's…

Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Starbucks (SBUX) initiated with a Buy at MKM Partners. 2. BJ's Wholesale (BJ) initiated with an Outperform at Credit Suisse while Costco (COST) was initiated with a Neutral. 3. Fortress Biotech (FBIO) initiated with an Overweight at Cantor Fitzgerald. 4. Varonis (VRNS) initiated with an Outperform at William Blair. 5. Xilinx (XLNX) initiated with an Equal Weight at Wells Fargo. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

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Initiation
Starbucks initiated with a Buy at MKM Partners » 08:18
02/13/20
02/13
08:18
02/13/20
08:18
SBUX

Starbucks

$88.57 /

+1.07 (+1.22%)

MKM Partners analyst…

MKM Partners analyst Brett Levy initiated coverage of Starbucks with a Buy rating and $105 price target. The analyst is positive on the company's "unique long-term mix" to build out its "dominant" global business, sustain its strong in-store operations, and continue to make investments in its supply chain and digital infrastructure. Levy adds that the low-double-digit total shareholder returns for Starbucks over the long term warrants his Buy rating, even though the company's operations in the near term may be impacted by the China-related concerns, making the stock volatile.

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Hot Stocks
Beyond Meat founder Ethan Brown discloses 5.1% stake in company » 17:02
02/12/20
02/12
17:02
02/12/20
17:02
BYND

Beyond Meat

$114.73 /

-2.33 (-1.99%)

This stake is a passive…

This stake is a passive stake. It does not allow for activism in the issuer.

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Initiation
Starbucks initiated with a Buy at MKM Partners » 16:14
02/12/20
02/12
16:14
02/12/20
16:14
SBUX

Starbucks

$88.54 /

+1.04 (+1.19%)

MKM Partners analyst…

MKM Partners analyst Brett Levy initiated coverage of Starbucks with a Buy rating and $105 price target.

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