On the fly News and insights, exclusive to thefly.com

T

AT&T

$32.22 /

+ (+0.00%)

, DISCA

Discovery

$35.66 /

+0.43 (+1.22%)

20:15
05/16/21
05/16
20:15
05/16/21
20:15

Fly Intel: Top five weekend stock stories

Catch up on the weekend's top five stories with this list compiled by The Fly: 1. AT&T (T) is in talks to combine a portfolio of media assets with Discovery (DISCA, DISCB), Cara Lombardo, Dana Cimilluca and Drew FitzGerald of Wall Street Journal reported, citing people familiar with the matter. The talks, which cover CNN and other parts of AT&T's WarnerMedia division, including the TNT and TBS cable channels, are advanced, and an agreement could be reached by Monday, sources told the Journal. In the potential deal, AT&T shareholders would own a big stake in the new entity, some of sources said. Bloomberg was first to report that AT&T is in talks to combine it media business with Discovery. 2. Microsoft (MSFT) board members decided that Bill Gates needed to step down from its board in 2020 as they pursued an investigation into the billionaire's prior romantic relationship with a female Microsoft employee that was deemed inappropriate, The Wall Street Journal's Emily Glazer, Justin Baer, Khadeeja Safdar and Aaron Tilley reported, citing people familiar with the matter. Members of the board tasked with the matter hired a law firm to conduct an investigation in late 2019 after a Microsoft engineer alleged in a letter that she had a sexual relationship over years with Gates, the people said. During the probe, some board members decided it was no longer suitable for Gates to sit as a director at the software company he started and led for decades, according to sources. 3. Anyone who has been shopping lately for a refrigerator or other home appliance knows it's very much a seller's market, Andrew Bary wrote in this week's edition of Barron's. Robust demand and limited supply have allowed the global appliance leader Whirlpool (WHR) to pass along price increases in steel and other raw materials to its customers, the author noted. The company, whose brands include Maytag, Amana, and KitchenAid, is increasing prices 5% to 12% across the board, the publication added. Although the stock is already up 36% this year, considering Whirlpool's financial progress, market position, and earnings power, the stock is still inexpensive, Bary contended. 4. Lionsgate's (LGF.A) "Spiral: From the Book of Saw" won the weekend at the North American box office, with an $8.7M debut from 2,811 locations. Marking a new chapter in the Saw franchise with new characters, Spiral stars Chris Rock, Max Minghella, Marisol Nichols and Samuel L. Jackson. Roughly 45% of cinemas remain dark in North America as reopening continues. 5. DuPont (DD), Realogy Holdings (RLGY), Stanley Black & Decker (SWK), Carvana (CVNA), Vroom (VRM), and Shift Technologies (SFT) saw positive mentions in this week's edition of Barron's.

T

AT&T

$32.22 /

+ (+0.00%)

DISCA

Discovery

$35.66 /

+0.43 (+1.22%)

DISCB

Discovery Inc.

$70.80 /

-0.45 (-0.63%)

MSFT

Microsoft

$248.06 /

+5.13 (+2.11%)

WHR

Whirlpool

$246.67 /

+0.24 (+0.10%)

LGF.A

Lionsgate

$15.44 /

+0.62 (+4.18%)

LGF.B

Lionsgate

$13.43 /

+0.535 (+4.15%)

DD

DuPont

$83.27 /

+1.63 (+2.00%)

RLGY

Realogy

$17.86 /

+0.64 (+3.72%)

SWK

Stanley Black & Decker

$216.33 /

+0.245 (+0.11%)

CVNA

Carvana

$237.35 /

+13.385 (+5.98%)

VRM

Vroom

$38.82 /

+2.7099 (+7.50%)

SFT

Shift

$7.66 /

+0.36 (+4.93%)

  • 17

    May

  • 24

    May

  • 27

    May

  • 27

    May

  • 08

    Jun

  • 10

    Jun

  • 24

    Jun

  • 22

    Jul

  • 22

    Jul

  • 19

    May

  • 09

    Jun

  • 11

    Sep

  • 02

    Dec

  • 07

    Dec

  • 14

    Apr

T AT&T
$32.22 /

+ (+0.00%)

04/28/21 Deutsche Bank
AT&T price target raised to $34 from $31 at Deutsche Bank
04/27/21 MoffettNathanson
Verizon downgraded to Neutral from Buy at MoffettNathanson
04/23/21 Barclays
AT&T price target raised to $34 from $31 at Barclays
03/10/21 RBC Capital
Fortinet price target raised to $175 from $162 at RBC Capital
DISCA Discovery
$35.66 /

+0.43 (+1.22%)

05/07/21
Fly Intel: Top five analyst upgrades
05/07/21 Barclays
Discovery upgraded to Equal Weight from Underweight at Barclays
04/30/21
Fly Intel: Top five analyst upgrades
04/30/21 Macquarie
Macquarie upgrades ViacomCBS to Neutral, cuts price target to $47
DISCB Discovery Inc.
$70.80 /

-0.45 (-0.63%)

MSFT Microsoft
$248.06 /

+5.13 (+2.11%)

05/12/21 Rosenblatt
Microsoft initiated with a Buy at Rosenblatt
05/11/21 Morgan Stanley
Morgan Stanley downgrades Nuance, doesn't see Microsoft deal being beat
05/07/21 LightShed Partners
LightShed Partners starts Roblox at Buy with $85 price target
04/28/21 Wedbush
Microsoft price target raised to $310 from $300 at Wedbush
WHR Whirlpool
$246.67 /

+0.24 (+0.10%)

04/23/21 RBC Capital
Whirlpool price target raised to $210 from $201 at RBC Capital
04/15/21 Raymond James
Raymond James says AHAM Q1 U.S. 'core 6' appliance wholesale shipments up 18%
04/07/21 JPMorgan
Whirlpool price target raised to $261 from $258 at JPMorgan
04/07/21 JPMorgan
JPMorgan lays out long and short homebuilding ideas into earnings
LGF.A Lionsgate
$15.44 /

+0.62 (+4.18%)

04/09/21 Benchmark
Netflix deal for Sony films 'hardly transformative,' says Benchmark
02/08/21 Deutsche Bank
Lionsgate price target raised to $16 from $12 at Deutsche Bank
02/05/21 RBC Capital
Lionsgate price target raised to $13 from $7 at RBC Capital
01/28/21 Macquarie
Lionsgate price target raised to $18 from $12 at Macquarie
LGF.B Lionsgate
$13.43 /

+0.535 (+4.15%)

11/02/20 Morgan Stanley
Lionsgate assumed with an Equal Weight at Morgan Stanley
09/02/20 Barrington
Lionsgate price target raised to $14 from $10 at Barrington
DD DuPont
$83.27 /

+1.63 (+2.00%)

05/14/21 Argus
DuPont price target raised to $93 from $81 at Argus
05/11/21 Goldman Sachs
DuPont upgraded to Buy from Neutral at Goldman Sachs
05/05/21 Wells Fargo
DuPont price target raised to $95 from $90 at Wells Fargo
05/05/21 KeyBanc
DuPont price target raised to $93 from $87 at KeyBanc
RLGY Realogy
$17.86 /

+0.64 (+3.72%)

01/29/21 Barclays
Realogy reinstated with an Underweight at Barclays
12/21/20 JPMorgan
JPMorgan changes ratings in REIT, Real Estate Services sectors into 2021
12/21/20 JPMorgan
Realogy upgraded to Neutral from Underweight at JPMorgan
12/18/20 Compass Point
Realogy price target raised to $19 from $16 at Compass Point
SWK Stanley Black & Decker
$216.33 /

+0.245 (+0.11%)

04/13/21 Deutsche Bank
Stanley Black & Decker price target raised to $221 from $215 at Deutsche Bank
04/07/21 JPMorgan
Stanley Black & Decker price target raised to $206 from $200 at JPMorgan
04/06/21 Barclays
Stanley Black & Decker price target raised to $219 from $214 at Barclays
03/12/21
Fly Intel: Top five analyst upgrades
CVNA Carvana
$237.35 /

+13.385 (+5.98%)

05/12/21 Deutsche Bank
Carvana price target raised to $283 from $280 at Deutsche Bank
05/11/21 Citi
Carvana price target raised to $375 from $350 at Citi
05/07/21 JMP Securities
Carvana price target raised to $326 from $290 at JMP Securities
05/03/21
Fly Intel: Top five analyst upgrades
VRM Vroom
$38.82 /

+2.7099 (+7.50%)

05/13/21 Raymond James
Vroom price target raised to $53 from $47 at Raymond James
05/13/21 JMP Securities
Vroom price target raised to $55 from $48 at JMP Securities
05/13/21 Piper Sandler
Vroom price target lowered to $58 from $60 at Piper Sandler
04/13/21 Wedbush
Vroom added to Best List Ideas at Wedbush
SFT Shift
$7.66 /

+0.36 (+4.93%)

05/04/21 Wedbush
Shift upgraded to Neutral from Underperform at Wedbush
03/09/21 Benchmark
Benchmark sees Shift on a 'positive path,' upgrades to Buy
03/09/21 Benchmark
Shift upgraded to Buy from Hold at Benchmark
01/25/21 DA Davidson
Shift initiated with a Buy at DA Davidson

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.