Breaking News

Today
Show Full Stories

X

To view all stories in expanded form, please subscribe.
Send Info
Hot Stocks
Trian takes new stakes in Sysco, Mondelez, omits confidential information » 17:20
08/14/20
08/14
17:20
08/14/20
17:20
SYY

Sysco

$59.56 /

+0.98 (+1.67%)

, MDLZ

Mondelez

$56.12 /

+0.11 (+0.20%)

, PG

Procter & Gamble

$135.13 /

-0.65 (-0.48%)

, BK

BNY Mellon

$37.53 /

+0.24 (+0.64%)

, GE

General Electric

$6.66 /

+0.055 (+0.83%)

, NVT

nVent Electric

$19.47 /

-0.19 (-0.97%)

, WEN

Wendy's

$21.99 /

-0.37 (-1.65%)

Nelson Peltz's Trian…

Story temporarily locked.
To read stories as they happen please subscribe, Login above, or return tomorrow

Get Free Trial

ShowHide Related Items >><<
WEN Wendy's
$21.99 /

-0.37 (-1.65%)

SYY Sysco
$59.56 /

+0.98 (+1.67%)

PG Procter & Gamble
$135.13 /

-0.65 (-0.48%)

NVT nVent Electric
$19.47 /

-0.19 (-0.97%)

MDLZ Mondelez
$56.12 /

+0.11 (+0.20%)

GE General Electric
$6.66 /

+0.055 (+0.83%)

BK BNY Mellon
$37.53 /

+0.24 (+0.64%)

SYY Sysco
$59.56 /

+0.98 (+1.67%)

08/12/20 BMO Capital
Sysco price target raised to $60 from $51 at BMO Capital
08/06/20 Credit Suisse
Sysco assumed with an Outperform at Credit Suisse
06/24/20 JPMorgan
Sysco price target raised to $57 from $54 at JPMorgan
06/05/20
Fly Intel: Top five analyst upgrades
MDLZ Mondelez
$56.12 /

+0.11 (+0.20%)

07/29/20 Morgan Stanley
Mondelez price target raised to $65 from $61 at Morgan Stanley
07/29/20 Guggenheim
Mondelez price target raised to $60 from $57 at Guggenheim
07/28/20 Seaport Global
Mondelez initiated with a Buy at Seaport Global
07/22/20 JPMorgan
Mondelez reinstated with an Overweight at JPMorgan
PG Procter & Gamble
$135.13 /

-0.65 (-0.48%)

07/31/20 Deutsche Bank
Procter & Gamble price target raised to $145 from $138 at Deutsche Bank
07/27/20 Jefferies
Procter & Gamble price target raised to $148 from $140 at Jefferies
07/22/20 Truist
Procter & Gamble price target raised to $120 from $115 at SunTrust
06/11/20 Jefferies
Procter & Gamble added to Franchise Picks List at Jefferies
BK BNY Mellon
$37.53 /

+0.24 (+0.64%)

07/08/20 Seaport Global
BNY Mellon initiated with a Buy at Seaport Global
07/08/20 Jefferies
BNY Mellon upgraded to Buy on positive EPS revisions at Jefferies
07/08/20 Jefferies
BNY Mellon upgraded to Buy from Hold at Jefferies
06/11/20 Deutsche Bank
BNY Mellon named short-term investment idea at Deutsche Bank
GE General Electric
$6.66 /

+0.055 (+0.83%)

06/05/20 Citi
Recovery at GE Healthcare is underway, says Citi
06/03/20 JPMorgan
Raytheon presentation indicates GE estimates not 'reset,' says JPMorgan
04/30/20 William Blair
GE business remains solid despite big 2020 challenges, says William Blair
04/30/20 Credit Suisse
General Electric price target lowered to $8 from $9 at Credit Suisse
NVT nVent Electric
$19.47 /

-0.19 (-0.97%)

06/04/20 Rosenblatt
nVent Electric price target raised to $29 from $26 at Rosenblatt
02/18/20 RBC Capital
nVent Electric upgraded to Outperform from Sector Perform at RBC Capital
02/18/20 RBC Capital
nVent Electric upgraded to Outperform from Sector Perform at RBC Capital
02/06/20 Barclays
nVent Electric upgraded to Overweight from Equal Weight at Barclays
WEN Wendy's
$21.99 /

-0.37 (-1.65%)

08/04/20 Kalinowski
Wendy's upgraded to Buy from Neutral at Kalinowski
07/27/20 Stephens
McDonald's, Domino's among restaurant stocks to own now, says Stephens
06/24/20 JPMorgan
Wendy's price target raised to $23 from $21 at JPMorgan
06/09/20 BMO Capital
Wendy's price target raised to $26 from $23 at BMO Capital
WEN Wendy's
$21.99 /

-0.37 (-1.65%)

SYY Sysco
$59.56 /

+0.98 (+1.67%)

PG Procter & Gamble
$135.13 /

-0.65 (-0.48%)

NVT nVent Electric
$19.47 /

-0.19 (-0.97%)

MDLZ Mondelez
$56.12 /

+0.11 (+0.20%)

GE General Electric
$6.66 /

+0.055 (+0.83%)

BK BNY Mellon
$37.53 /

+0.24 (+0.64%)

WEN Wendy's
$21.99 /

-0.37 (-1.65%)

SYY Sysco
$59.56 /

+0.98 (+1.67%)

PG Procter & Gamble
$135.13 /

-0.65 (-0.48%)

MDLZ Mondelez
$56.12 /

+0.11 (+0.20%)

GE General Electric
$6.66 /

+0.055 (+0.83%)

BK BNY Mellon
$37.53 /

+0.24 (+0.64%)

WEN Wendy's
$21.99 /

-0.37 (-1.65%)

SYY Sysco
$59.56 /

+0.98 (+1.67%)

PG Procter & Gamble
$135.13 /

-0.65 (-0.48%)

MDLZ Mondelez
$56.12 /

+0.11 (+0.20%)

GE General Electric
$6.66 /

+0.055 (+0.83%)

BK BNY Mellon
$37.53 /

+0.24 (+0.64%)

WEN Wendy's
$21.99 /

-0.37 (-1.65%)

SYY Sysco
$59.56 /

+0.98 (+1.67%)

PG Procter & Gamble
$135.13 /

-0.65 (-0.48%)

NVT nVent Electric
$19.47 /

-0.19 (-0.97%)

MDLZ Mondelez
$56.12 /

+0.11 (+0.20%)

GE General Electric
$6.66 /

+0.055 (+0.83%)

BK BNY Mellon
$37.53 /

+0.24 (+0.64%)

Wednesday
Recommendations
Lumentum price target raised to $114 from $107 at MKM Partners » 08:46
08/12/20
08/12
08:46
08/12/20
08:46
LITE

Lumentum

$89.94 /

+1.77 (+2.01%)

MKM Partners analyst…

MKM Partners analyst Michael Genovese raised the firm's price target on Lumentum to $114 from $107 and keeps a Buy rating on the shares. The company's Q4 earnings beat was driven by optical comms and 3D sensing, while its margins expanded "sharply" on product differentiation, the analyst tells investors in a research note. Genovese adds that Lumentum has excellent products that are "significantly differentiated" in key areas such as "3D VCSELs, ROADMs, EML laser chips, and -ACO and -DCO modules."

ShowHide Related Items >><<
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

08/12/20 DA Davidson
Lumentum price target raised to $110 from $100 at DA Davidson
08/12/20 B. Riley FBR
Lumentum price target raised to $109 from $99 at B. Riley FBR
08/12/20 Needham
Lumentum price target raised to $115 from $105 at Needham
08/12/20 Craig-Hallum
Lumentum price target raised to $120 from $100 at Craig-Hallum
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

Recommendations
Lumentum price target raised to $110 from $100 at DA Davidson » 08:43
08/12/20
08/12
08:43
08/12/20
08:43
LITE

Lumentum

$89.94 /

+1.77 (+2.01%)

DA Davidson analyst…

DA Davidson analyst Thomas Diffely raised the firm's price target on Lumentum to $110 from $100 and keeps a Buy rating on the shares. The company posted a "solid" Q4 earnings beat as ramping demand is exceeding its capacity while the supply bottlenecks appear to be easing, the analyst tells investors in a research note. Diffely adds that Lumentum is still ramping up its R&D investment and expanding its capacity for 5G rollout, datacenter upgrades, and a 3D sensing seasonal ramp, noting that its "exposure to key technology transitions" bode well for long-term outperformance of its shares.

ShowHide Related Items >><<
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

08/12/20 B. Riley FBR
Lumentum price target raised to $109 from $99 at B. Riley FBR
08/12/20 Needham
Lumentum price target raised to $115 from $105 at Needham
08/12/20 Craig-Hallum
Lumentum price target raised to $120 from $100 at Craig-Hallum
08/12/20 Northland
Lumentum price target raised to $107 from $90 at Northland
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

Recommendations
Lumentum price target raised to $109 from $99 at B. Riley FBR » 08:31
08/12/20
08/12
08:31
08/12/20
08:31
LITE

Lumentum

$89.94 /

+1.77 (+2.01%)

B. Riley FBR analyst Dave…

B. Riley FBR analyst Dave Kang raised the firm's price target on Lumentum to $109 from $99 and keeps a Buy rating on the shares after the company reported Q4 revenue and EPS above consensus with an overall book-to-bill that was over 1. While he lowered his FY21 and FY22 EPS estimates to reflect lower sales estimates and higher expense assumptions, Kang is assigning the stock a bit of a higher multiple to reflect the multiple expansion of the optical group in recent months.

ShowHide Related Items >><<
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

08/12/20 Needham
Lumentum price target raised to $115 from $105 at Needham
08/12/20 Craig-Hallum
Lumentum price target raised to $120 from $100 at Craig-Hallum
08/12/20 Northland
Lumentum price target raised to $107 from $90 at Northland
08/11/20 Stifel
Lumentum price target raised to $105 from $93 at Stifel
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

Recommendations
Lumentum price target raised to $115 from $105 at Needham » 08:16
08/12/20
08/12
08:16
08/12/20
08:16
LITE

Lumentum

$89.94 /

+1.77 (+2.01%)

Needham analyst Alex…

Needham analyst Alex Henderson raised the firm's price target on Lumentum to $115 from $105 and keeps a Buy rating on the shares after its Q4 earnings beat of guidance "on every metric". The company continues to deliver in spite of the COVID-19 constrained environment as demand for its highest-margin products is running ahead of capacity, the analyst tells investors in a research note. Henderson adds that he continues to see solid growth in Lumentum's 3D Sensing, Data Comm, ROADMs and Coherent products that should "easily offset continuing cyclical pressures in Industrial Lasers."

ShowHide Related Items >><<
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

08/12/20 Craig-Hallum
Lumentum price target raised to $120 from $100 at Craig-Hallum
08/12/20 Northland
Lumentum price target raised to $107 from $90 at Northland
08/11/20 Stifel
Lumentum price target raised to $105 from $93 at Stifel
07/28/20 Raymond James
Corning results provide read-through to optical names, says Raymond James
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

Recommendations
Lumentum price target raised to $120 from $100 at Craig-Hallum » 08:10
08/12/20
08/12
08:10
08/12/20
08:10
LITE

Lumentum

$89.94 /

+1.77 (+2.01%)

Craig-Hallum analyst…

Craig-Hallum analyst Richard Shannon raised the firm's price target on Lumentum to $120 from $100 and keeps a Buy rating on the shares. The analyst notes that Lumentum continues to execute well in a favorable demand environment, as its strong EPS results and guidance suggest. While there are understandable questions about the sustainability of these trends and the impact of Huawei within it, Shannon sees a continued need for bandwidth in both cloud and telecom/wireless networks, and Lumentum's portfolio of high-end products with little competition are well-suited to address this need.

ShowHide Related Items >><<
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

08/12/20 Northland
Lumentum price target raised to $107 from $90 at Northland
08/11/20 Stifel
Lumentum price target raised to $105 from $93 at Stifel
07/28/20 Raymond James
Corning results provide read-through to optical names, says Raymond James
07/24/20 JPMorgan
Lumentum price target raised to $94 from $90 at JPMorgan
LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

LITE Lumentum
$89.94 /

+1.77 (+2.01%)

Recommendations
Lumentum price target raised to $107 from $90 at Northland » 07:47
08/12/20
08/12
07:47
08/12/20
07:47
LITE

Lumentum

/

+

Northland analyst Tim…

Northland analyst Tim Savageaux raised the firm's price target on Lumentum to $107 from $90 and keeps an Outperform rating on the shares after a Q4 report that he says offered "another clinic in execution." Savageaux, who sees Lumentum's Oclaro deal approaching "masterwork status," raised his "Street high" revenue and EPS forecasts for Lumentum's FY21 following the company's quarterly report.

ShowHide Related Items >><<
LITE Lumentum
/

+

LITE Lumentum
/

+

08/11/20 Stifel
Lumentum price target raised to $105 from $93 at Stifel
07/28/20 Raymond James
Corning results provide read-through to optical names, says Raymond James
07/24/20 JPMorgan
Lumentum price target raised to $94 from $90 at JPMorgan
07/23/20 Loop Capital
Lumentum initiated with a Buy at Loop Capital
LITE Lumentum
/

+

LITE Lumentum
/

+

LITE Lumentum
/

+

LITE Lumentum
/

+

Recommendations
Sysco price target raised to $60 from $51 at BMO Capital » 06:53
08/12/20
08/12
06:53
08/12/20
06:53
SYY

Sysco

$60.83 /

+0.7 (+1.16%)

BMO Capital analyst Kelly…

BMO Capital analyst Kelly Bania raised the firm's price target on Sysco to $60 from $51 but keeps a Market Perform rating on the shares after its Q4 earnings beat. The analyst notes that cost cuts helped drive the quarter's results and additional reductions should benefit the company's longer-term earnings outlook, though she also sees "a lot" of this having been priced into the stock. Bania adds that trends have rebounded in August after a slower pace of recovery in July, though continued improvement through the winder is needed to meet consensus expectations for FY21.

ShowHide Related Items >><<
SYY Sysco
$60.83 /

+0.7 (+1.16%)

SYY Sysco
$60.83 /

+0.7 (+1.16%)

08/06/20 Credit Suisse
Sysco assumed with an Outperform at Credit Suisse
06/24/20 JPMorgan
Sysco price target raised to $57 from $54 at JPMorgan
06/05/20
Fly Intel: Top five analyst upgrades
06/05/20 Wells Fargo
Sysco upgraded to Overweight from Equal Weight at Wells Fargo
SYY Sysco
$60.83 /

+0.7 (+1.16%)

SYY Sysco
$60.83 /

+0.7 (+1.16%)

SYY Sysco
$60.83 /

+0.7 (+1.16%)

SYY Sysco
$60.83 /

+0.7 (+1.16%)

Tuesday
Recommendations
Lumentum price target raised to $105 from $93 at Stifel » 15:05
08/11/20
08/11
15:05
08/11/20
15:05
LITE

Lumentum

$92.33 /

+4.16 (+4.72%)

Stifel analyst John…

Stifel analyst John Marchetti raised the firm's price target on Lumentum to $105 from $93 and reiterated a Buy rating on the shares after the company reported Q4 earnings. The company delivered results and guidance which highlighted the strong underlying demand fundamentals in its optical business and an improved profitability model that should be sustainable over the long-term, Marchetti told investors in a research note. The analyst believes any future Huawei-related headwinds will be offset by growth from other Chinese vendors. He also noted the stock remains "best positioned" to capitalize on "strong" growth drivers.

ShowHide Related Items >><<
LITE Lumentum
$92.33 /

+4.16 (+4.72%)

LITE Lumentum
$92.33 /

+4.16 (+4.72%)

07/28/20 Raymond James
Corning results provide read-through to optical names, says Raymond James
07/24/20 JPMorgan
Lumentum price target raised to $94 from $90 at JPMorgan
07/23/20 Loop Capital
Lumentum initiated with a Buy at Loop Capital
07/02/20 MKM Partners
Lumentum price target raised to $107 from $96 at MKM Partners
LITE Lumentum
$92.33 /

+4.16 (+4.72%)

LITE Lumentum
$92.33 /

+4.16 (+4.72%)

LITE Lumentum
$92.33 /

+4.16 (+4.72%)

LITE Lumentum
$92.33 /

+4.16 (+4.72%)

Hot Stocks
Sysco sees FY21 tax rate 24%  10:37
08/11/20
08/11
10:37
08/11/20
10:37
SYY

Sysco

$58.73 /

-1.4 (-2.33%)

 
ShowHide Related Items >><<
SYY Sysco
$58.73 /

-1.4 (-2.33%)

SYY Sysco
$58.73 /

-1.4 (-2.33%)

08/06/20 Credit Suisse
Sysco assumed with an Outperform at Credit Suisse
06/24/20 JPMorgan
Sysco price target raised to $57 from $54 at JPMorgan
06/05/20
Fly Intel: Top five analyst upgrades
06/05/20 Wells Fargo
Sysco upgraded to Overweight from Equal Weight at Wells Fargo
SYY Sysco
$58.73 /

-1.4 (-2.33%)

SYY Sysco
$58.73 /

-1.4 (-2.33%)

SYY Sysco
$58.73 /

-1.4 (-2.33%)

SYY Sysco
$58.73 /

-1.4 (-2.33%)

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.