Initiation
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Catch up on today's… Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Waste Management (WM) and Waste Connections (WCN) initiated with a Buy at Goldman Sachs. 2. Square (SQ) initiated with a Neutral and PayPal (PYPL) initiated with an Outperform at Oddo BHF. 3. Broadmark Realty Capital (BRMK) initiated with a Market Perform at JMP Securities. 4. Emergent BioSolutions (EBS) initiated with a Buy at Benchmark. 5. Ameresco (AMRC) initiated with an Outperform at William Blair. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here. ShowHide Related Items >><< - 02/23/21
- Waste Management boosts quarterly dividend to 57.5c from 54.5c
- 12/14/20
- Waste Management announces up to $1.35B new share repurchase authorization
- 12/14/20
- Waste Management increases quarterly cash dividend 5.5% to 57.5c per share
- 11/02/20
- Waste Management CEO: Volume was down less than expected in Q3
- 02/17/21
- Waste Connections sees double-digit percentage increase in cash dividends
- 02/17/21
- Waste Connections sees FY21 5.0% solid waste price plus volume growth
- 10/28/20
- Waste Connections raises quarterly dividend 10.8% to 20.5c per share
- 04/06/21
- Crypto Council for Innovation launches with Square,Coinbase, Fidelity as members
- 03/04/21
- Square director sells 8.2K shares of common stock
- 03/04/21
- Square to acquire majority stake in Tidal for $297M in cash, stock
- 03/01/21
- Square says Square Financial Services has begun operations
- 04/05/21
- PayPal, San Jose Earthquakes announce multi-year sponsorship agreement
- 03/30/21
- PayPal launches Checkout With Crypto
- 03/16/21
- Flutterwave, PayPal partner to help African merchants accept, make payments
- 03/09/21
- Chase Pay to be removed from all merchant apps, websites by March 31
EBS Emergent BioSolutions - 04/05/21
- J&J assumes responsibility of vaccine manufacturing at Emergent facility
- 04/05/21
- Emergent BioSolutions receives modified $23M task order from BARDA
- 04/02/21
- Emergent says treatment for hospitalized Covid patients shows no benefit
- 04/02/21
- Emergent BioSolutions says 'disappointed' by COVID-HIG trial topline data
- 04/07/21
- Ameresco begins phase two of flow battery technology investigation with DoD
- 02/17/21
- Ameresco in ESA pact with Nyack Public School District for phase ll renovations
- 02/05/21
- Ameresco partners with Navy for $173M energy project at Norfolk Naval Shipyard
- 02/02/21
- Ameresco, Wells Fargo announce collaboration to develop solar generation assets
- 04/07/21 Goldman Sachs
- Waste Management initiated with a Buy at Goldman Sachs
- 02/16/21
- Fly Intel: Top five analyst downgrades
- 02/16/21 Baird
- Waste Management downgraded to Neutral from Outperform at Baird
- 02/16/21 Baird
- Waste Management downgraded to Neutral from Outperform at Baird
- 04/07/21 Goldman Sachs
- Waste Connections initiated with a Buy at Goldman Sachs
- 03/29/21 BMO Capital
- Waste Connections price target raised to $120 from $118 at BMO Capital
- 10/27/20 BofA
- Waste Management downgraded to Underperform on rotation risk at BofA
- 10/13/20 Morgan Stanley
- Waste Connections initiated with an Overweight at Morgan Stanley
- 04/07/21 Oddo BHF
- Square initiated with a Neutral at Oddo BHF
- 04/07/21 Barclays
- Barclays boosts Square target to $330 on potential for international upside
- 03/31/21 Keefe Bruyette
- Keefe Bruyette upgrades 'long-term winner' Square to Outperform
- 03/31/21 Keefe Bruyette
- Square upgraded to Outperform from Market Perform at Keefe Bruyette
- 04/07/21 Oddo BHF
- PayPal initiated with an Outperform at Oddo BHF
- 03/19/21 Susquehanna
- PayPal chances of crypto success likely, says Susquehanna
- 03/12/21
- Fly Intel: Top five analyst initiations
- 03/12/21 Redburn
- PayPal initiated with a Buy at Redburn
BRMK Broadmark Realty Capital - 04/07/21 JMP Securities
- Broadmark Realty Capital initiated with a Market Perform at JMP Securities
- 04/07/21 JMP Securities
- Broadmark Realty Capital initiated with a Market Perform at JMP Securities
- 02/02/21 BTIG
- Broadmark Realty Capital initiated with a Neutral at BTIG
- 12/04/20 B. Riley
- Broadmark Realty Capital price target raised to $12.50 from $11 at B. Riley
EBS Emergent BioSolutions - 04/07/21 Benchmark
- Benchmark starts Emergent at Buy, thinks shares can resume upward momentum
- 04/07/21 Benchmark
- Emergent BioSolutions initiated with a Buy at Benchmark
- 02/24/21 Chardan
- Chardan reverses last week's downgrade, upgrades Emergent to Buy
- 02/24/21 Chardan
- Emergent BioSolutions upgraded to Buy from Neutral at Chardan
- 04/07/21 William Blair
- Ameresco initiated with an Outperform at William Blair
- 03/25/21 Baird
- Ameresco initiated with an Outperform at Baird
- 03/03/21 Canaccord
- Ameresco price target raised to $82 from $52 at Canaccord
- 03/02/21 Oppenheimer
- Ameresco price target raised to $66 from $48 at Oppenheimer
- 02/18/21
- Waste Management sees FY21 revenue up 10.75%-11.25%, consensus $16.92B
- 02/18/21
- Waste Management reports Q4 EPS $1.03, consensus $1.09
- 11/02/20
- Waste Management reports Q3 adj. EPS $1.09, consensus $1.02
- 02/18/21
- Waste Connections sees Q1 revenue approximately $1.37B, consensus $1.49B
- 02/17/21
- Waste Connections sees FY21 revenue about $5.8B, consensus $5.775B
- 02/17/21
- Waste Connections reports Q4 adjusted EPS 68c, consensus 63c
- 10/29/20
- Waste Connections sees Q4 revenue $1.34B, consensus $1.39B
- 02/23/21
- Square reports Q4 adjusted EPS 32c, consensus 24c
- 02/23/21
- Notable companies reporting after market close
- 11/05/20
- Square reports Q3 adjusted EPS 34c, consensus 16c
- 11/05/20
- Square reports Q3 revenue $3.03B, consensus $2.07B
- 02/16/21
- Tiger Global bought DoorDash and 1Life during Q4, sold out of Alphabet
- 02/03/21
- PayPal sees Q1 adjusted EPS growth of about 50%, consensus 99c
- 02/03/21
- PayPal sees FY21 adjusted EPS up about 17%, consensus $4.54
- 02/03/21
- PayPal reports Q4 adjusted EPS $1.08, consensus $1.00
EBS Emergent BioSolutions - 04/05/21
- Emergent BioSolutions backs FY21 revenue view $1.95B-$2.05B, consensus $2.02B
- 02/18/21
- Emergent BioSolutions sees FY21 revenue $1.95B-$2.05B, consensus $1.93B
- 02/18/21
- Emergent BioSolutions reports Q4 adjusted EPS $3.67, consensus $3.19
- 01/10/21
- Emergent BioSolutions sees FY20 revenue $1.55B-$1.56B, consensus $1.53B
- 03/01/21
- Ameresco sees FY21 EPS $1.18-$1.26, consensus $1.22
- 03/01/21
- Ameresco reports Q4 EPS 47c, consensus 29c
- 11/02/20
- Ameresco raises FY20 adj. EPS view to 94c-$1.00 from 86c-96c
- 11/02/20
- Ameresco reports Q3 adjusted EPS 38c, consensus 25c
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Options
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Unusual total active… Unusual total active option classes on open include: XL Fleet (XL), Beyond Meat (BYND), CBAK Energy Technology (CBAT), Hyliion Holdings (HYLN), Caesars (CZR), Square (SQ), Roku (ROKU), Alibaba (BABA), ViacomCBS Class B (VIAC), and Bristol Myers Squibb (BMY). ShowHide Related Items >><< - 04/07/21
- XL Fleet jumps 9% after deal to electrify 19 Fords for Apex Clean Energy
- 04/07/21
- XL Fleet announces deal with Apex to electrify 19 Ford pickup trucks
- 04/01/21
- XL Fleet falls -9.4%
- 04/01/21
- XL Fleet falls -9.6%
- 04/05/21
- ViacomCBS to acquire Chilevision from WarnerMedia, terms not disclosed
- 03/26/21
- Discovery, Farfetch weakness attributed to block trade offerings
- 03/26/21
- ViacomCBS Class B trading resumes
- 03/26/21
- ViacomCBS halts for volatility after dropping 22% to $52.02
- 04/06/21
- Crypto Council for Innovation launches with Square,Coinbase, Fidelity as members
- 03/04/21
- Square director sells 8.2K shares of common stock
- 03/04/21
- Square to acquire majority stake in Tidal for $297M in cash, stock
- 03/01/21
- Square says Square Financial Services has begun operations
- $359.48 /
-0.045 (-0.01%) - 03/23/21
- Roku launches advertising brand studio ahead of TV upfronts
- 03/19/21
- Roku acquires 'This Old House' business, terms not disclosed
- 03/01/21
- Roku to acquire Nielsen's video advertising business
- 02/18/21
- Roku CEO says FY21 revenue growth to fall below levels of Q1 and Q2
- 04/07/21
- Hyliion Holdings forms Hypertruck Innovation Council
- 02/12/21
- Hyliion Holdings falls -10.0%
- 02/03/21
- Hyliion Holdings falls -7.1%
- 01/12/21
- Hyliion Holdings announces Sherri Baker as CFO, succeeding Greg Van de Vere
- 03/25/21
- Nevada reports statewide February gaming win down 26% to $772.41M
- 03/22/21
- Penn National, Generac, Caesars set to move to S&P 500 at open on 3/22
- 03/18/21
- Connecticut Governor Lamont, tribes reach gambling agreement
CBAT CBAK Energy Technology - 03/15/21
- CBAK Energy Technology partners with European hydrogen energy group
- 02/05/21
- CBAK Energy Technology signs $1.4M agreement with bus manufacturer
- 02/03/21
- CBAK Energy Technology expanding production capacity at two facilities
- 01/25/21
- CBAK subsidiary signs cooperation agreement with Chengdu Raja New Energy
- 04/07/21
- Beyond Meat opens new manufacturing facility in JXEDZ near Shanghai
- 03/09/21
- Walmart to expand Beyond Meat product offerings at stores
- 03/03/21
- Peet's Coffee, Beyond Meat, JUST Egg launch 'Everything Plant-Based Sandwich'
- 02/25/21
- Beyond Meat says currently in 'solid liquidity position'
- 04/01/21
- Agios Pharmaceuticals enters agreement to repurchase stock from Bristol-Myers
- 03/30/21
- Huyabio International enters clinical collaboration agreement with Bristol-Myers
- 03/29/21
- EMA validates Bristol-Myers' Opdivo application in Muscle-Invasive Carcinoma
- 03/28/21
- FDA approves Bristol Myers Squibb, Bluebird Bio's Abecma
- 03/25/21
- SEC begins implementing law that could delist foreign companies like Alibaba
- 02/16/21
- Third Point buys Upstart, exits Caesars in Q4
- 02/03/21
- Alibaba announces proposed offering of senior unsecured notes
- 01/20/21
- Best Inc up 12% in pre-market, considering sale as part of its strategic review
- 04/01/21 Canaccord
- XL Fleet price target lowered to $10 from $30 at Canaccord
- 04/01/21 BTIG
- XL Fleet price target lowered to $23 from $30 at BTIG
- 01/29/21 Canaccord
- Canaccord sees XL Fleet going to $30 per share on 'first-mover' advantage
- 01/29/21 Canaccord
- XL Fleet initiated with a Buy at Canaccord
- 04/07/21 Piper Sandler
- Piper Sandler survey shows more teens open to plant-based meat
- 04/05/21 JPMorgan
- BellRing, Hostess among JPMorgan's 'Own Now' names in food
- 03/19/21
- Fly Intel: Top five analyst initiations
- 03/18/21 Stephens
- Stephens starts Beyond Meat at buy with alternative protein 'going mainstream'
CBAT CBAK Energy Technology - 03/18/21 UBS
- Hyliion Holdings initiated with a Neutral at UBS
- 02/02/21 Goldman Sachs
- Hyliion Holdings downgraded to Sell from Neutral at Goldman Sachs
- 12/16/20 Barclays
- Hyliion Holdings initiated with an Overweight at Barclays
- 10/28/20
- Fly Intel: Top five analyst initiations
- 04/07/21 Truist
- Truist sees NY budget agreement's mobile sports betting deal as 'clear as mud'
- 04/06/21 Credit Suisse
- Reports, contacts point to sports betting momentum in NY, Credit Suisse says
- 04/05/21
- Fly Intel: Top five analyst upgrades
- 04/05/21 JPMorgan
- Caesars assumed with an Overweight at JPMorgan
- 04/07/21 Oddo BHF
- Square initiated with a Neutral at Oddo BHF
- 04/07/21 Barclays
- Barclays boosts Square target to $330 on potential for international upside
- 03/31/21 Keefe Bruyette
- Keefe Bruyette upgrades 'long-term winner' Square to Outperform
- 03/31/21 Keefe Bruyette
- Square upgraded to Outperform from Market Perform at Keefe Bruyette
- $359.48 /
-0.045 (-0.01%) - 04/05/21 Evercore ISI
- Roku initiated with an Outperform at Evercore ISI
- 03/30/21
- Fly Intel: Top five analyst upgrades
- 03/30/21 Truist
- Roku upgraded to Buy from Hold at Truist
- 03/08/21 Oppenheimer
- Too soon to tell impact of Chrome policy changes on e-commerce, says Oppenheimer
- 04/02/21 CICC
- Alibaba initiated with an Outperform at CICC
- 03/26/21 Macquarie
- Alibaba price target lowered to $407 from $421 at Macquarie
- 03/19/21 Truist
- Alibaba price target raised to $330 from $326 at Truist
- 03/18/21 Benchmark
- Pinduoduo price target raised to $176 from $150 at Benchmark
- 04/07/21 Wolfe Research
- Wolfe upgrades ViacomCBS to Outperform, sees 58% share upside
- 04/07/21 Wolfe Research
- ViacomCBS upgraded to Outperform from Peer Perform at Wolfe Research
- 03/30/21 Gabelli
- ViacomCBS upgraded to Buy from Hold at Gabelli
- 03/08/21 BofA
- Gartner added to US 1 List, Bristol-Myers removed at BofA
- 02/12/21 Morgan Stanley
- Amgen court decision may have readthrough for Gilead, says Morgan Stanley
- 02/02/21 BTIG
- Prothena upgraded to Buy at BTIG on birtamimab 'revival'
- 01/20/21 William Blair
- Exelixis selloff on competitive concerns an 'overreaction,' says William Blair
- 03/31/21
- XL Fleet reports Q4 EPS (6c) vs. (5c) last year
- 02/24/21
- ViacomCBS reports Q4 EPS $1.04, consensus $1.02
- 02/24/21
- Notable companies reporting after market close
- 11/06/20
- ViacomCBS reports Q3 adj. EPS 91c, consensus 80c
- 11/05/20
- Notable companies reporting before tomorrow's open
- 02/23/21
- Square reports Q4 adjusted EPS 32c, consensus 24c
- 02/23/21
- Notable companies reporting after market close
- 11/05/20
- Square reports Q3 adjusted EPS 34c, consensus 16c
- 11/05/20
- Square reports Q3 revenue $3.03B, consensus $2.07B
- $359.48 /
-0.045 (-0.01%) - 02/18/21
- Roku sees Q1 revenue $478M-$493M, consensus $462.97M
- 02/18/21
- Roku reports Q4 EPS 49c, consensus (5c)
- 02/18/21
- Notable companies reporting after market close
- 11/05/20
- Roku reports Q3 EPS 9c, consensus (40c)
- 02/23/21
- Hyliion Holdings reports Q4 EPS (13c), consensus (37c)
- 11/12/20
- Hyliion Holdings reports Q3 EPS (76c), one estimate (86c)
- 02/25/21
- Caesars reports Q4 EPS ($1.91), consensus ($1.76)
- 11/05/20
- Caesars reports Q3 EPS ($6.09), consensus ($2.15)
- 11/05/20
- Notable companies reporting after market close
- 02/25/21
- Beyond Meat reports Q4 adjusted EPS (34c), consensus (13c)
- 02/25/21
- Notable companies reporting after market close
- 11/09/20
- Beyond Meat reports Q3 adj. EPS (28c), consensus 5c
- 11/09/20
- Notable companies reporting after market close
- 03/04/21
- Repare Therapeutics reports Q4 EPS ($2.66), consensus (39c)
- 02/24/21
- CytomX Therapeutics reports Q4 revenue $16.4M, consensus $15.4M
- 02/04/21
- Bristol-Myers boosts FY21 adjusted EPS view to $7.35-$7.55 from $7.15-$7.45
- 02/04/21
- Bristol-Myers reports Q4 adjusted EPS $1.46, consensus $1.41
- 02/02/21
- Alibaba reports Q3 EPS $3.38, consensus $3.25
- 02/01/21
- Notable companies reporting before tomorrow's open
- 11/05/20
- Alibaba reports Q2 adjusted EPS $2.65, consensus $2.11
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Recommendations
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Barclays analyst Ramsey… Barclays analyst Ramsey El-Assal raised the firm's price target on Square to $330 from $320 and reiterates an Overweight rating on the shares. The company is "finally positioned correctly" to more fully realize its potential in global markets, largely due to a significant acceleration in business investment outside the U.S., El-Assal tells investors in a research note. The analyst's analysis of Square international jobs data shows the company's hiring has recently accelerated outside the U.S. Further, the analysis suggests there could be "meaningful upside" to Street numbers from international, says El-Assal. ShowHide Related Items >><< - 04/06/21
- Crypto Council for Innovation launches with Square,Coinbase, Fidelity as members
- 03/04/21
- Square director sells 8.2K shares of common stock
- 03/04/21
- Square to acquire majority stake in Tidal for $297M in cash, stock
- 03/01/21
- Square says Square Financial Services has begun operations
- 03/31/21 Keefe Bruyette
- Keefe Bruyette upgrades 'long-term winner' Square to Outperform
- 03/31/21 Keefe Bruyette
- Square upgraded to Outperform from Market Perform at Keefe Bruyette
- 03/12/21
- Fly Intel: Top five analyst initiations
- 03/12/21 Redburn
- Redburn says Square 'priced for perfection,' starts with Sell rating
- 02/23/21
- Square reports Q4 adjusted EPS 32c, consensus 24c
- 02/23/21
- Notable companies reporting after market close
- 11/05/20
- Square reports Q3 adjusted EPS 34c, consensus 16c
- 11/05/20
- Square reports Q3 revenue $3.03B, consensus $2.07B
- 02/24/21
- Square CFO says Cash App saw surge in new bitcoin buyers in January, CNBC says
- 02/19/21
- 'Heard on the Street' highlights PayPal, Square among crypto-exposure names
- 12/24/20
- Square held talks to acquire music service Tidal, Bloomberg reports
- 11/25/20
- DOJ wants Intuit to sell Credit Karma tax unit to approve deal, CNBC says
- 03/31/21
- Apple upgrade, Shopify initiation among today's top calls on Wall Street
- 03/04/21
- Fly Intel: Wall Street's top stories for Thursday
- 03/04/21
- Fly Intel: Wall Street's top stories at midday
- 02/26/21
- The Intersection: Crypto and Wall Street This Week
- 03/02/21
- Square call volume above normal and directionally bullish
- 02/23/21
- Square options imply 13.4% move in share price post-earnings
- 12/22/20
- Unusual call flow in option market yesterday
- 12/21/20
- Upside call seller takes advantage of all-time high in Square
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