Breaking News

Wednesday
Show Full Stories

X

To view all stories in expanded form, please subscribe.
Send Info
Upgrade
Fly Intel: Top five analyst upgrades » 09:58
09/15/21
09/15
09:58
09/15/21
09:58
TECH

Bio-Techne

$511.67 /

+0.97 (+0.19%)

, SE

Sea Limited

$332.75 /

-0.58 (-0.17%)

, AA

Alcoa

$50.01 /

+2.05 (+4.27%)

, MTDR

Matador

$30.49 /

+1.585 (+5.48%)

, KNX

Knight-Swift

$52.52 /

+0.79 (+1.53%)

, SNDR

Schneider National

$22.75 /

+0.77 (+3.50%)

, WERN

Werner

$46.82 /

+0.86 (+1.87%)

Catch up on today's…

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Bio-Techne (TECH) upgraded to Overweight from Sector Weight at KeyBanc with analyst Paul Knight saying management held an upbeat Analyst Day on September 10 and provided a FY26 revenue goal that is twice FY21 revenue. 2. Sea Limited (SE) upgraded to Buy from Hold at Stifel with analyst Scott Devitt saying the company is an "industry leader" in both gaming and e-commerce and its two core businesses have experienced "tremendous growth" over the past year. 3. Alcoa (AA) upgraded to Buy from Hold at Argus with analyst David Coleman citing its improving balance sheet, rising aluminum prices and recent developments in the Chinese market. 4. Matador (MTDR) upgraded to Overweight from Neutral at JPMorgan with analyst Arun Jayaram citing the company's "continued operational outperformance," an attractive mix of growth and free cash flow generation and increasing shareholder returns for the upgrade. 5. Knight-Swift (KNX), Schneider National (SNDR) and Werner (WERN) all upgraded to Outperform from Market Perform at Cowen with analyst Jason Seidl saying the consensus view appears to be underestimating the trucking industry's pricing power in 2022. 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 >><<
WERN Werner
$46.82 /

+0.86 (+1.87%)

TECH Bio-Techne
$511.67 /

+0.97 (+0.19%)

SNDR Schneider National
$22.75 /

+0.77 (+3.50%)

SE Sea Limited
$332.75 /

-0.58 (-0.17%)

MTDR Matador
$30.49 /

+1.585 (+5.48%)

KNX Knight-Swift
$52.52 /

+0.79 (+1.53%)

AA Alcoa
$50.01 /

+2.05 (+4.27%)

TECH Bio-Techne
$511.67 /

+0.97 (+0.19%)

09/15/21 KeyBanc
Bio-Techne upgraded to Overweight from Sector Weight at KeyBanc
09/15/21 KeyBanc
Bio-Techne upgraded to Overweight from Sector Weight at KeyBanc
08/24/21 Argus
Bio-Techne price target raised to $540 from $490 at Argus
08/06/21 Baird
Bio-Techne price target raised to $522 from $430 at Baird
SE Sea Limited
$332.75 /

-0.58 (-0.17%)

09/15/21 Stifel
Stifel upgrades Sea Limited to Buy with $400 price target
09/15/21 Stifel
Sea Limited upgraded to Buy from Hold at Stifel
08/19/21
Fly Intel: Top five analyst downgrades
08/19/21 CLSA
Sea Limited downgraded to Outperform from Buy at CLSA
AA Alcoa
$50.01 /

+2.05 (+4.27%)

09/15/21 Argus
Alcoa upgraded to Buy from Hold at Argus
09/14/21 Credit Suisse
Alcoa price target raised to $56 from $51 at Credit Suisse
07/20/21 Argus
Argus looking for more consistent profitability before returning Alcoa to Buy
07/19/21
Fly Intel: Top five analyst upgrades
MTDR Matador
$30.49 /

+1.585 (+5.48%)

09/15/21 JPMorgan
Matador upgraded to Overweight from Neutral at JPMorgan
07/16/21
Fly Intel: Top five analyst upgrades
07/16/21 MKM Partners
Matador upgraded to Buy on valuation at MKM Partners
07/16/21 MKM Partners
Matador upgraded to Buy from Neutral at MKM Partners
KNX Knight-Swift
$52.52 /

+0.79 (+1.53%)

09/15/21 Cowen
Knight-Swift upgraded to Outperform at Cowen on truckers' pricing power
09/15/21 Cowen
Knight-Swift upgraded to Outperform from Market Perform at Cowen
09/10/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
09/09/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
SNDR Schneider National
$22.75 /

+0.77 (+3.50%)

09/15/21 Cowen
Schneider National upgraded to Outperform at Cowen on truckers' pricing power
09/15/21 Cowen
Schneider National upgraded to Outperform from Market Perform at Cowen
09/10/21 Raymond James
Schneider National initiated with a Market Perform at Raymond James
09/10/21 Raymond James
Schneider National initiated with a Market Perform at Raymond James
WERN Werner
$46.82 /

+0.86 (+1.87%)

09/15/21 Cowen
Werner upgraded to Outperform at Cowen on truckers' pricing power
09/15/21 Cowen
Werner upgraded to Outperform from Market Perform at Cowen
08/09/21 KeyBanc
Werner downgraded to Sector Weight from Overweight at KeyBanc
08/09/21 KeyBanc
Werner downgraded to Sector Weight from Overweight at KeyBanc
WERN Werner
$46.82 /

+0.86 (+1.87%)

SNDR Schneider National
$22.75 /

+0.77 (+3.50%)

SE Sea Limited
$332.75 /

-0.58 (-0.17%)

MTDR Matador
$30.49 /

+1.585 (+5.48%)

KNX Knight-Swift
$52.52 /

+0.79 (+1.53%)

AA Alcoa
$50.01 /

+2.05 (+4.27%)

  • 10
    Sep
  • 11
    Dec
SNDR Schneider National
$22.75 /

+0.77 (+3.50%)

AA Alcoa
$50.01 /

+2.05 (+4.27%)

WERN Werner
$46.82 /

+0.86 (+1.87%)

SE Sea Limited
$332.75 /

-0.58 (-0.17%)

MTDR Matador
$30.49 /

+1.585 (+5.48%)

KNX Knight-Swift
$52.52 /

+0.79 (+1.53%)

AA Alcoa
$50.01 /

+2.05 (+4.27%)

SE Sea Limited
$332.75 /

-0.58 (-0.17%)

AA Alcoa
$50.01 /

+2.05 (+4.27%)

Upgrade
Knight-Swift upgraded to Outperform at Cowen on truckers' pricing power » 08:08
09/15/21
09/15
08:08
09/15/21
08:08
KNX

Knight-Swift

$51.73 /

-0.175 (-0.34%)

As previously reported,…

As previously reported, Cowen analyst Jason Seidl upgraded Knight-Swift to Outperform from Market Perform with a price target of $62, up from $59. The consensus view appears to be underestimating the trucking industry's pricing power in 2022, said Seidl, who sees pricing to be up by a mid-single digits percentage. The analyst, who has increased his "already above-consensus estimates" to reflect the better pricing and what he projects to be flat fleet growth in 2022, believes truckload carriers are positioned for higher than expected EPS growth next year.

ShowHide Related Items >><<
KNX Knight-Swift
$51.73 /

-0.175 (-0.34%)

KNX Knight-Swift
$51.73 /

-0.175 (-0.34%)

09/15/21 Cowen
Knight-Swift upgraded to Outperform from Market Perform at Cowen
09/10/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
09/09/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
08/09/21 KeyBanc
Werner downgraded to Sector Weight from Overweight at KeyBanc
KNX Knight-Swift
$51.73 /

-0.175 (-0.34%)

KNX Knight-Swift
$51.73 /

-0.175 (-0.34%)

Upgrade
Knight-Swift upgraded to Outperform from Market Perform at Cowen » 05:37
09/15/21
09/15
05:37
09/15/21
05:37
KNX

Knight-Swift

$51.73 /

-0.175 (-0.34%)

Cowen analyst Jason Seidl…

Cowen analyst Jason Seidl upgraded Knight-Swift Transportation to Outperform from Market Perform with a price target of $62, up from $59.

ShowHide Related Items >><<
KNX Knight-Swift
$51.73 /

-0.175 (-0.34%)

KNX Knight-Swift
$51.73 /

-0.175 (-0.34%)

09/10/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
09/09/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
08/09/21 KeyBanc
Werner downgraded to Sector Weight from Overweight at KeyBanc
08/09/21 KeyBanc
Marten Transport downgraded to Sector Weight from Overweight at KeyBanc
KNX Knight-Swift
$51.73 /

-0.175 (-0.34%)

KNX Knight-Swift
$51.73 /

-0.175 (-0.34%)

Tuesday
Hot Stocks
Knight-Swift launches Iron Truck Services organization » 09:37
09/14/21
09/14
09:37
09/14/21
09:37
KNX

Knight-Swift

$51.91 /

+0.075 (+0.14%)

Knight-Swift…

Knight-Swift Transportation announced that it has launched Iron Truck Services, an organization that brings together services essential to transportation carriers and includes insurance, equipment maintenance, fuel purchasing, and truck sales and rentals. Iron Trucks Services provides affordable solutions to truckload carriers by leveraging the scale and infrastructure of the nation's largest carrier, Knight-Swift. Iron Truck Services includes the following offerings: IRON INSURANCE, which provides auto, general, and cargo liability insurance, as well as physical damage insurance options at affordable rates. All policies are supported by risk management services that promote safe operational practices for policyholders. IRON FUEL PROGRAM, which is a free membership program providing access to a discount network of over 1,500 fueling locations nationwide, with savings, credit lines, fuel tax filing, and other benefits. IRON MAINTENANCE, which offers wholesale prices, free DOT inspections, and maintenance services at 19 locations nationwide, with additional locations planned to open before the end of the year. IRON TRUCK SALES & RENTALS, which offers a wide selection of used, DOT qualified trucks and equipment at 30 locations nationwide.

ShowHide Related Items >><<
KNX Knight-Swift
$51.91 /

+0.075 (+0.14%)

KNX Knight-Swift
$51.91 /

+0.075 (+0.14%)

09/10/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
09/09/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
08/09/21 KeyBanc
Werner downgraded to Sector Weight from Overweight at KeyBanc
08/09/21 KeyBanc
Marten Transport downgraded to Sector Weight from Overweight at KeyBanc
KNX Knight-Swift
$51.91 /

+0.075 (+0.14%)

KNX Knight-Swift
$51.91 /

+0.075 (+0.14%)

Over a week ago
Initiation
Knight-Swift initiated with an Outperform at Raymond James » 08:01
09/10/21
09/10
08:01
09/10/21
08:01
KNX

Knight-Swift

$51.42 /

-0.885 (-1.69%)

Raymond James analyst…

Raymond James analyst Felix Boeschen initiated coverage of Knight-Swift with an Outperform rating and $60 price target. While there is the possibility that rising truckload supply could slow the pace of rampant truckload price increases across the complex, Boeschen believes that several major tailwinds in Knight-Swift's increasingly multi-modal offering, coupled with its discount-to-peer valuation, more than offset a possible ebbing of truck rates into 2H22/2023, the analyst tells investors in a research note. The analyst sees a favorably skewed risk/reward.

ShowHide Related Items >><<
KNX Knight-Swift
$51.42 /

-0.885 (-1.69%)

KNX Knight-Swift
$51.42 /

-0.885 (-1.69%)

09/09/21 Raymond James
Knight-Swift initiated with an Outperform at Raymond James
08/09/21 KeyBanc
Werner downgraded to Sector Weight from Overweight at KeyBanc
08/09/21 KeyBanc
Marten Transport downgraded to Sector Weight from Overweight at KeyBanc
07/22/21 Morgan Stanley
Knight-Swift price target raised to $70 from $60 at Morgan Stanley
KNX Knight-Swift
$51.42 /

-0.885 (-1.69%)

KNX Knight-Swift
$51.42 /

-0.885 (-1.69%)

Initiation
Knight-Swift initiated with an Outperform at Raymond James » 16:15
09/09/21
09/09
16:15
09/09/21
16:15
KNX

Knight-Swift

$51.42 /

-0.885 (-1.69%)

Raymond James analyst…

Raymond James analyst Felix Boeschen initiated coverage of Knight-Swift with an Outperform rating and $60 price target.

ShowHide Related Items >><<
KNX Knight-Swift
$51.42 /

-0.885 (-1.69%)

KNX Knight-Swift
$51.42 /

-0.885 (-1.69%)

08/09/21 KeyBanc
Werner downgraded to Sector Weight from Overweight at KeyBanc
08/09/21 KeyBanc
Marten Transport downgraded to Sector Weight from Overweight at KeyBanc
07/22/21 Morgan Stanley
Knight-Swift price target raised to $70 from $60 at Morgan Stanley
07/22/21 Deutsche Bank
Knight-Swift price target raised to $80 from $75 at Deutsche Bank
KNX Knight-Swift
$51.42 /

-0.885 (-1.69%)

KNX Knight-Swift
$51.42 /

-0.885 (-1.69%)

Over a month ago
Downgrade
Werner downgraded to Sector Weight from Overweight at KeyBanc » 05:32
08/09/21
08/09
05:32
08/09/21
05:32
WERN

Werner

$45.37 /

+0.37 (+0.82%)

, KNX

Knight-Swift

$49.16 /

+0.01 (+0.02%)

KeyBanc analyst Todd…

KeyBanc analyst Todd Fowler downgraded Werner (WERN) to Sector Weight from Overweight with no price target as he shifts his preference in the trucking sector to names with "idiosyncratic growth catalysts," such as Knight-Swift (KNX), and to multi-modal names. Despite his cautious truckload outlook and expectation for labor constraints to limit earnings upside despite favorable pricing dynamics, he expects valuation to limit downside, Fowler added.

ShowHide Related Items >><<
WERN Werner
$45.37 /

+0.37 (+0.82%)

KNX Knight-Swift
$49.16 /

+0.01 (+0.02%)

WERN Werner
$45.37 /

+0.37 (+0.82%)

08/09/21 KeyBanc
Werner downgraded to Sector Weight from Overweight at KeyBanc
07/02/21 Citi
Citi sees positive reaction to 'attractive' Werner acquisition
06/21/21 Stifel
Werner resumed with a Buy at Stifel
06/15/21 Deutsche Bank
Werner price target raised to $64 from $61 at Deutsche Bank
KNX Knight-Swift
$49.16 /

+0.01 (+0.02%)

08/09/21 KeyBanc
Marten Transport downgraded to Sector Weight from Overweight at KeyBanc
07/22/21 Morgan Stanley
Knight-Swift price target raised to $70 from $60 at Morgan Stanley
07/22/21 Deutsche Bank
Knight-Swift price target raised to $80 from $75 at Deutsche Bank
07/14/21 Citi
Knight-Swift price target raised to $53 from $52 at Citi
WERN Werner
$45.37 /

+0.37 (+0.82%)

KNX Knight-Swift
$49.16 /

+0.01 (+0.02%)

WERN Werner
$45.37 /

+0.37 (+0.82%)

KNX Knight-Swift
$49.16 /

+0.01 (+0.02%)

Downgrade
Marten Transport downgraded to Sector Weight from Overweight at KeyBanc » 05:31
08/09/21
08/09
05:31
08/09/21
05:31
MRTN

Marten Transport

$15.20 /

+0.09 (+0.60%)

, KNX

Knight-Swift

$49.16 /

+0.01 (+0.02%)

KeyBanc analyst Todd…

KeyBanc analyst Todd Fowler downgraded Marten Transport (MRTN) to Sector Weight from Overweight with no price target as he shifts his preference in the trucking sector to names with "idiosyncratic growth catalysts," such as Knight-Swift (KNX), and to multi-modal names. Despite his cautious truckload outlook and expectation for labor constraints to limit earnings upside despite favorable pricing dynamics, he expects valuation to limit downside, Fowler added.

ShowHide Related Items >><<
KNX Knight-Swift
$49.16 /

+0.01 (+0.02%)

MRTN Marten Transport
$15.20 /

+0.09 (+0.60%)

03/26/21 Vertical Research
Marten Transport initiated with a Buy at Vertical Research
KNX Knight-Swift
$49.16 /

+0.01 (+0.02%)

07/22/21 Morgan Stanley
Knight-Swift price target raised to $70 from $60 at Morgan Stanley
07/22/21 Deutsche Bank
Knight-Swift price target raised to $80 from $75 at Deutsche Bank
07/14/21 Citi
Knight-Swift price target raised to $53 from $52 at Citi
07/08/21 Deutsche Bank
Knight-Swift price target raised to $75 from $60 at Deutsche Bank
MRTN Marten Transport
$15.20 /

+0.09 (+0.60%)

KNX Knight-Swift
$49.16 /

+0.01 (+0.02%)

MRTN Marten Transport
$15.20 /

+0.09 (+0.60%)

KNX Knight-Swift
$49.16 /

+0.01 (+0.02%)

Recommendations
Knight-Swift price target raised to $70 from $60 at Morgan Stanley » 07:48
07/22/21
07/22
07:48
07/22/21
07:48
KNX

Knight-Swift

$47.25 /

-0.74 (-1.54%)

Morgan Stanley analyst…

Morgan Stanley analyst Ravi Shanker raised the firm's price target on Knight-Swift to $70 from $60 and keeps an Overweight rating on the shares. The company's Q2 EPS and EBIT beat his estimates and consensus, driven by better than expected revenues, while the company's "very strong" fiscal year guidance and commentary provide "evidence that refutes the supply-side bear case," Shanker tells investors.

ShowHide Related Items >><<
KNX Knight-Swift
$47.25 /

-0.74 (-1.54%)

KNX Knight-Swift
$47.25 /

-0.74 (-1.54%)

07/22/21 Deutsche Bank
Knight-Swift price target raised to $80 from $75 at Deutsche Bank
07/14/21 Citi
Knight-Swift price target raised to $53 from $52 at Citi
07/08/21 Deutsche Bank
Knight-Swift price target raised to $75 from $60 at Deutsche Bank
07/07/21 Stephens
Knight-Swift price target raised to $63 from $57 at Stephens
KNX Knight-Swift
$47.25 /

-0.74 (-1.54%)

KNX Knight-Swift
$47.25 /

-0.74 (-1.54%)

Recommendations
Knight-Swift price target raised to $80 from $75 at Deutsche Bank » 07:06
07/22/21
07/22
07:06
07/22/21
07:06
KNX

Knight-Swift

$47.25 /

-0.74 (-1.54%)

Deutsche Bank analyst…

Deutsche Bank analyst Amit Mehrotra raised the firm's price target on Knight-Swift to $80 from $75 and keeps a Buy rating on the shares. The analyst views the company's Q2 results as indicative of the structural change occurring in the truckload industry.

ShowHide Related Items >><<
KNX Knight-Swift
$47.25 /

-0.74 (-1.54%)

KNX Knight-Swift
$47.25 /

-0.74 (-1.54%)

07/14/21 Citi
Knight-Swift price target raised to $53 from $52 at Citi
07/08/21 Deutsche Bank
Knight-Swift price target raised to $75 from $60 at Deutsche Bank
07/07/21 Stephens
Knight-Swift price target raised to $63 from $57 at Stephens
06/21/21 Stifel
Knight-Swift resumed with a Buy at Stifel
KNX Knight-Swift
$47.25 /

-0.74 (-1.54%)

KNX Knight-Swift
$47.25 /

-0.74 (-1.54%)

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.