| 2021-04-16 09:54:55|
CMCSA, OSK… 09:54 04/16 04/16/21
Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Comcast (CMCSA) upgraded to Outperform from Market Perform at Raymond James with analyst Frank Louthan believing there is future NBCUniversal upside from high single digit strength, Peacock subscriber growth, improved theatrical revenue, and phased theme park reopenings. 2. Oshkosh (OSK) upgraded to Buy from Neutral at UBS with analyst Steven Fisher saying the analyst expects an upcycle in rental equipment capex to translate into above consensus earnings for the company. 3. Simon Property (SPG) upgraded to Buy from Hold at Jefferies with analyst Linda Tsai saying trading at a two-turn turn discount to its five-year valuation on consensus estimates, Simon Property's "valuation can grow." 4. Iqvia (IQV) upgraded to Overweight from Equal Weight at Stephens with analyst Scott Schoenhaus saying he sees healthy top and bottom line accretion from Q2 Solutions Laboratory, which Iqvia required the remaining interest in from Quest (DGX) recently, and he believes the company's Real World Evidence segment should "accelerate at healthy levels." 5. United Airlines (UAL) upgraded to Buy from Hold at Argus with analyst John Staszak saying he has a favorable view of the company's plans to limit capacity, reduce structural costs, and restore margins to 2019 levels. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.