Recommendations
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Piper Sandler analyst… Piper Sandler analyst Matt O'Brien raised the firm's price target on Zimmer Biomet (ZBH) to $130 from $110 and keeps a Neutral rating on the shares after the company reported Q1 results that beat "modest expectations" and raised guidance from what he calls "a very soft initial view on the year." While he believes the backlog of orthopedic cases starting to filter through the system is a positive and notes that the inflationary effect on Zimmer Biomet is not as negative as he feared, O'Brien continues to see more attractive growth names across the large cap med tech universe that he continues to favor, such as Boston Scientific (BSX), DexCom (DXCM) and Stryker (SYK). ShowHide Related Items >><< - 03/24/22
- Assure Holdings appoints Kelly Shelton as VP, sales, Sherri Wagner as VP, HR
- 03/02/22
- ZimVie to replace Tabula Rasa HealthCare in S&P 600 at open on 3/2
- 03/01/22
- ZimVie completes separation from Zimmer Biomet
- 04/11/22
- Stryker says CMS grants outpatient facility code for InSpace implant
- 04/06/22
- Spruce Point names Stryker as short target, sees 35%-75% downside risk
- 04/06/22
- Stryker falls 5% to $254 after Spruce Point short report
- 03/07/22
- Stryker sees Q1 EPS 'deleveraged' from operating expense standpoint
- 04/01/22
- DexCom to launch Dexcom One Continuous Glucose Monitoring System in UK
- 03/25/22
- DexCom announces four-for-one forward stock split
- 03/14/22
- DexCom announces CE Mark for G7 Continuous Glucose Monitoring System
- 03/07/22
- DexCom: Ontario government to provide coverage for Dexcom G6 CGM System
- 03/16/22
- Sight Sciences appoints Brenda Becker to board of directors
- 02/18/22
- FTC approves changes to Boston Scientific divestiture agreement
- 12/02/21
- Boston Scientific initiates trial to evaluate mCRM Modular Therapy System
- 04/19/22 Piper Sandler
- Piper Sandler continues to recommend exposure to medtech space after J&J results
- 04/12/22 Truist
- Truist starts six stocks in Medical Supplies and Devices, assumes eight others
- 04/12/22 Truist
- Zimmer Biomet assumed at Hold from Buy at Truist
- 04/06/22 JPMorgan
- JPMorgan 'tentatively bullish' on medtech, sees two best positioned
- 04/27/22 Piper Sandler
- Boston Scientific beat and modest raise 'a welcome sight,' says Piper Sandler
- 04/12/22 Truist
- Boston Scientific assumed with a Buy at Truist
- 04/29/22 SVB Leerink
- DexCom price target lowered to $500 from $565 at SVB Leerink
- 04/29/22 Canaccord
- DexCom price target lowered to $500 from $525 at Canaccord
- 04/29/22 Raymond James
- DexCom price target lowered to $486 from $538 at Raymond James
- 04/29/22 Piper Sandler
- DexCom price target lowered to $480 from $725 at Piper Sandler
- 05/02/22 Truist
- Stryker price target lowered to $280 from $296 at Truist
- 04/29/22 Piper Sandler
- Stryker price target lowered to $290 from $315 at Piper Sandler
- 04/19/22 BTIG
- J&J results will be viewed favorably for MedTech group, says BTIG
- 02/07/22
- Zimmer Biomet's ZimVie spin off sees FY22 adjusted EPS $2.10-$2.30
- 02/07/22
- Zimmer Biomet sees FY22 adjusted EPS $6.40-$6.80, consensus $7.92
- 02/07/22
- Zimmer Biomet reports Q4 EPS $1.95, consensus $1.98
- 11/05/21
- Zimmer Biomet lowers FY21 EPS view to $7.32-$7.47 from $7.65-$7.95
- 04/28/22
- Stryker sees FY22 EPS at lower end of $9.60-$10.00 range, consensus $9.76
- 04/28/22
- Stryker reports Q1 EPS $1.97, consensus $1.95
- 04/28/22
- Notable companies reporting after market close
- 03/07/22
- Stryker still sees FY22 EPS $9.60-$10.00, consensus $9.79
- 04/28/22
- DexCom reports Q1 EPS 93c, consensus 52c
- 02/10/22
- DexCom sees FY22 revenue $2.82B-$2.94B, consensus $2.96B
- 02/10/22
- DexCom reports Q4 EPS 68c, consensus 85c
- 02/10/22
- Notable companies reporting after market close
- 04/27/22
- Boston Scientific sees FY22 adjusted EPS $1.74-$1.79, consensus $1.77
- 04/27/22
- Boston Scientific sees Q2 adjusted EPS 41c-43c consensus 44c
- 04/27/22
- Boston Scientific reports Q1 adjusted EPS 39c, consensus 39c
- 04/26/22
- Notable companies reporting before tomorrow's open
- 04/06/22
- Spruce Point sees 35%-75% downside risk in Stryker shares
- 04/06/22
- Spruce Point announces short position in Stryker with 'Strong Sell' rating
- 01/04/22
- SEC ends investigation into Boston Scientific's heart device, Reuters reports
- 03/02/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 02/07/22
- Wall Street in Fives - Must Read Lists for Monday
- 02/07/22
- Wall Street in Fives - Must Read Lists at Midday
- 02/07/22
- Fly Intel: Pre-market Movers
- 04/06/22
- What You Missed On Wall Street On Wednesday
- 04/06/22
- What You Missed On Wall Street This Morning
- 03/16/22
- Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
- 01/27/22
- Fly Intel: After-Hours Movers
- 02/11/22
- Wall Street in Fives - Must Read Lists for Friday
- 02/11/22
- Wall Street in Fives - Must Read Lists at Midday
- 02/10/22
- Fly Intel: After-Hours Movers
- 02/03/22
- Wall Street in Fives - Must Read Lists for Thursday
- 04/27/22
- Fly Intel: Pre-market Movers
- 02/02/22
- Fly Intel: Pre-market Movers
- 03/02/22
- new option listings and two option delistings on March 2nd
- 03/01/22
- Two option delistings on March 1st
- 04/19/22
- Early notable gainers among liquid option names on April 19th
- 04/01/22
- Early notable gainers among liquid option names on April 1st
- 03/25/22
- Early notable gainers among liquid option names on March 25th
- 02/22/22
- Early notable gainers among liquid option names on February 22nd
- 01/20/22
- Early notable gainers among liquid option names on January 20th
- 04/14/22
- Boston Scientific call volume above normal and directionally bullish
- 03/18/22
- Boston Scientific call volume above normal and directionally bullish
- 02/23/22
- Boston Scientific call volume above normal and directionally bullish
- 02/18/22
- Boston Scientific call volume above normal and directionally bullish
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On The Fly
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Check out this morning's… ShowHide Related Items >><< - 04/26/22
- Visa reports Q2 payments volume up 17% y/y
- 04/26/22
- Caesars, Bread Financial partner for new Caesars Rewards Visa card
- 04/05/22
- Visa, PopID announce facial verification payment acceptance partnership
- 03/31/22
- Chase enters multi-year extension with Amazon for Prime Rewards Visa credit card
- 04/27/22
- T-Mobile 'somewhat insulated' from inflation, says CEO Sievert
- 04/27/22
- T-Mobile raises FY22 adjusted EBITDA view to $25.8B-$26.2B from $25.6B-$26.1B
- 04/27/22
- T-Mobile reports Q1 postpaid churn 0.93% vs. 0.98% y/y
- 04/27/22
- T-Mobile reports Q1 postpaid net account additions 348K
- 04/27/22
- NeoGenomics says 'on track to overcome' current challenges
- 04/11/22
- NeoGenomics expands strategic partnership initiatives with Biognosys
- 04/11/22
- NeoGenomics expands partnership with Biognosys
- 03/28/22
- NeoGenomics trading resumes
- 04/26/22
- NCR Corp. drops 16% to $31.25 after lowering FY22 guidance
- 03/29/22
- Bandwidth appoints Sandy Preizler as Chief Revenue Officer
- 03/08/22
- NCR Corp. suspends sales of all products in Russia
- 03/08/22
- NCR acquires fintech intellectual property for Open Banking from Spoke
- $270.08 /
-10.79 (-3.84%) - 04/26/22
- Microsoft says Xbox was top seller in quarter in U.S., U.K., Western Europe
- 04/26/22
- Microsoft says 'record' Q3 quarter driven by Cloud
- 04/26/22
- Microsoft reports Q3 LinkedIn revenue up 34%, Intelligent Cloud revenue $19.1B
- 04/26/22
- Microsoft to provide forward-looking guidance on earnings call
- 04/26/22
- Mattel jumps 12.9% to $24.96 after WSJ report about sale discussions with PE
- 04/05/22
- Mattel appoints Steve Totzke as president
- 03/29/22
- Mattel announces licensing agreement with Universal for Trolls franchise
- 02/09/22
- Mattel jumps 10% to $25.05 after Q4 results, FY22 guidance beat estimates
- 04/26/22
- Robinhood CEO says cutting 9% of full-time staff, financial position 'strong'
- 04/26/22
- Robinhood letting go approximately 9% of full-time employees
- 04/19/22
- Robinhood acquires cryptoasset company Ziglu, terms not disclosed
- 04/07/22
- Robinhood to add ability to transact on Bitcoin Lightning Network
- 04/27/22
- Harley-Davidson reaffirms FY22 guidance
- 03/01/22
- Harley-Davidson suspends all shipments to Russia
- 02/08/22
- Harley-Davidson says moving to global vs. U.S. pricing mechanism in 2022
- 02/08/22
- Harley-Davidson raises quarterly dividend to 15.75c from 15c per share
- $2,377.31 /
-84.82 (-3.44%) - 04/27/22
- UiPath appoints Robert Enslin as co-CEO
- 04/26/22
- Alphabet expects meaningful increase in capital expenditures in FY22
- 04/26/22
- Alphabet Class A shares down 6% after Q1 earnings report
- 04/26/22
- Alphabet authorizes repurchase of up to added $70B of shares
- 04/27/22
- General Dynamics reports Q1 backlog $87.2B
- 04/27/22
- General Dynamics reports Q1 cash from operations $2B
- 03/18/22
- GDIT awarded $4.5B user facing and data center services contract by NGA
- 03/02/22
- General Dynamics raises quarterly dividend to $1.26 from $1.19 per share
- 03/16/22
- Sight Sciences appoints Brenda Becker to board of directors
- 02/18/22
- FTC approves changes to Boston Scientific divestiture agreement
- 12/02/21
- Boston Scientific initiates trial to evaluate mCRM Modular Therapy System
- 11/01/21
- Nevro announces update in Boston Scientific patent litigation, to pay $20M
- 04/27/22
- Boeing continues to see passenger traffic returning to 2019 levels in 2023-2024
- 04/27/22
- Boeing reports Q1 commercial airplane deliveries of 95 vs. 77 a year ago
- 04/27/22
- Boeing CEO says 'on track to generate positive cash flow for 2022'
- 04/27/22
- Boeing says 737 production and deliveries continue to increase
- 02/24/22 JPMorgan
- Mattel shares 'remain cheap' at current levels, says JPMorgan
- 02/24/22 Stifel
- Mattel upgraded to Buy from Hold at Stifel
- 02/14/22 DA Davidson
- Mattel price target raised to $45 from $38 at DA Davidson
- 02/10/22 Monness Crespi
- Mattel price target raised to $32 from $28 at Monness Crespi
- 03/23/22 KeyBanc
- KeyBanc upgrades T-Mobile to Overweight with $155 price target
- 03/23/22 KeyBanc
- T-Mobile upgraded to Overweight from Sector Weight at KeyBanc
- 03/14/22 Citi
- T-Mobile price target raised to $156 from $155 at Citi
- 03/11/22 Tigress Financial
- T-Mobile initiated with a Buy at Tigress Financial
- 03/29/22 Jefferies
- Northrop among biggest beneficiaries of DoD budget request, says Jefferies
- 03/07/22 Wells Fargo
- General Dynamics price target raised to $282 from $235 at Wells Fargo
- 02/04/22 Morgan Stanley
- Morgan Stanley upgrades General Dynamics to Equal Weight on Gulfstream outlook
- 02/04/22 Morgan Stanley
- General Dynamics upgraded to Equal Weight from Underweight at Morgan Stanley
- 04/19/22 Piper Sandler
- Piper Sandler continues to recommend exposure to medtech space after J&J results
- 04/12/22 Truist
- Truist starts six stocks in Medical Supplies and Devices, assumes eight others
- 04/12/22 Truist
- Boston Scientific assumed with a Buy at Truist
- 04/06/22 JPMorgan
- JPMorgan 'tentatively bullish' on medtech, sees two best positioned
- 03/29/22 Cowen
- NeoGenomics price target lowered to $24 from $42 at Cowen
- 03/29/22 BTIG
- NeoGenomics price target lowered to $28 from $35 at BTIG
- 03/29/22 SVB Leerink
- NeoGenomics price target lowered to $20 from $45 at SVB Leerink
- 03/29/22 Needham
- NeoGenomics price target lowered to $19 from $29 at Needham
- 04/27/22 Cowen
- Visa price target lowered to $254 from $276 at Cowen
- 04/27/22 Morgan Stanley
- Visa price target raised to $284 from $279 at Morgan Stanley
- 04/27/22 Credit Suisse
- Visa price target raised to $265 from $260 at Credit Suisse
- 04/25/22 Citi
- Visa price target lowered to $265 from $285 at Citi
- $270.08 /
-10.79 (-3.84%) - 04/27/22 Morgan Stanley
- Morgan Stanley buyers of Microsoft after Q3 results, 'robust' guidance
- 04/27/22 Oppenheimer
- Microsoft Azure accelerates constant-currency growth to 49%, says Oppenheimer
- 04/27/22 Wedbush
- Microsoft price target lowered to $340 from $375 at Wedbush
- 04/27/22 Stifel
- Microsoft price target lowered to $350 from $380 at Stifel
- 04/22/22 Benchmark
- Boeing price target lowered to $250 from $270 at Benchmark
- 04/21/22 JPMorgan
- Boeing progress with 787 good news, says JPMorgan
- 04/08/22 Morgan Stanley
- Boeing price target lowered to $230 from $288 at Morgan Stanley
- 03/30/22 Jefferies
- China Southern's 3-year outlook from Boeing down 20 aircraft, says Jefferies
- 02/09/22 Baird
- Harley-Davidson price target raised to $60 from $50 at Baird
- 02/09/22 Morgan Stanley
- Harley-Davidson price target raised to $44 from $40 at Morgan Stanley
- 02/01/22 Morgan Stanley
- Harley-Davidson upgraded to Equal Weight from Underweight at Morgan Stanley
- 10/28/21 BMO Capital
- Harley-Davidson price target raised to $62 from $54 at BMO Capital
- 04/27/22 Morgan Stanley
- NCR Corp. price target lowered to $40 from $61 at Morgan Stanley
- 01/03/22 Stephens
- Wendy's, Kirby and Vizio among Stephens' 2022 Best Ideas
- 11/18/21 Stephens
- NCR Corp. initiated with an Overweight at Stephens
- 10/27/21 RBC Capital
- NCR Corp. price target lowered to $54 from $59 at RBC Capital
- $2,377.31 /
-84.82 (-3.44%) - 04/27/22 Guggenheim
- Alphabet price target lowered to $3,000 from $3,350 at Guggenheim
- 04/27/22 Jefferies
- Alphabet price target lowered to $3,400 from $3,600 at JefferiesAlphabet
- 04/27/22 Truist
- Alphabet price target lowered to $3,500 from $3,600 at Truist
- 04/27/22 Wells Fargo
- Alphabet price target lowered to $3,400 from $3,600 at Wells Fargo
- 04/19/22 JMP Securities
- Ziglu deal should accelerate Robinhood's crypto expansion, says JMP Securities
- 04/08/22 Goldman Sachs
- Robinhood downgraded to Sell from Neutral at Goldman Sachs
- 04/07/22 Cowen
- Yellen remarks 'tacit support' for Gensler's crypto regulations, Cowen says
- 04/07/22 Deutsche Bank
- Robinhood price target lowered to $11 from $14 at Deutsche Bank
- 04/26/22
- Visa reports Q2 EPS $1.79, consensus $1.65
- 04/26/22
- Notable companies reporting after market close
- 01/27/22
- Visa reports Q1 EPS $1.81, consensus $1.70
- 01/27/22
- Notable companies reporting after market close
- 04/27/22
- T-Mobile reports Q1 EPS 57c, consensus 32c
- 04/26/22
- Notable companies reporting before tomorrow's open
- 02/02/22
- T-Mobile reports Q4 EPS 34c, consensus 18c
- 04/27/22
- NeoGenomics reports Q1 adjusted EPS (20c), consensus (23c)
- 03/28/22
- NeoGenomics now sees Q1 revenue below $118M-$120M range, consensus $119.16M
- 04/26/22
- NCR Corp. lowers FY22 adjusted EPS view $2.70-$3.20 from $3.25-$3.55
- 04/26/22
- NCR Corp. reports Q1 adjusted EPS 33c, consensus 63c
- 02/08/22
- NCR Corp. sees FY22 adjusted EPS $3.25-$3.55, consensus $3.49
- 02/08/22
- NCR Corp. sees Q1 adjusted EPS 60c-65c, consensus 72c
- $270.08 /
-10.79 (-3.84%) - 04/26/22
- Microsoft sees Q4 productivity and business processes revenue $16.65B-$16.9B
- 04/26/22
- Microsoft reports Q3 EPS $2.22 consensus $2.18
- 01/25/22
- Microsoft reports Q2 EPS $2.48, consensus $2.31
- 02/09/22
- Mattel updates FY23 goals, sees adjusted EPS above $1.90
- 02/09/22
- Mattel sees FY22 adjusted EPS $1.42-$1.48, consensus $1.39
- 02/09/22
- Mattel reports Q4 adjusted EPS 53c, consensus 30c
- 02/09/22
- Notable companies reporting after market close
- 01/27/22
- Robinhood sees Q1 revenue less than $340M, consensus $448.19M
- 01/27/22
- Robinhood reports Q4 EPS (49c), consensus (45c)
- 04/27/22
- Harley-Davidson reports Q1 GAAP EPS $1.45, consensus $1.45
- 02/08/22
- Harley-Davidson reports Q4 adjusted EPS 15c, consensus (37c)
- $2,377.31 /
-84.82 (-3.44%) - 04/26/22
- Alphabet reports Q1 EPS $24.62, consensus $25.96
- 02/01/22
- Alphabet reports Q4 EPS $30.69, consensus $27.32
- 02/01/22
- Notable companies reporting after market close
- 04/27/22
- General Dynamics reports Q1 EPS $2.61, consensus $2.51
- 01/26/22
- General Dynamics sees FY22 EPS $12.00-$12.15, consensus $12.41
- 04/27/22
- Boston Scientific sees FY22 adjusted EPS $1.74-$1.79, consensus $1.77
- 04/27/22
- Boston Scientific sees Q2 adjusted EPS 41c-43c consensus 44c
- 04/27/22
- Boston Scientific reports Q1 adjusted EPS 39c, consensus 39c
- 04/27/22
- Boeing reports Q1 core EPS ($2.75), consensus (12c)
- 04/11/22
- Ultra Clean cuts Q1 revenue view to $560M-$570M from $580M-$630M
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