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Fly News Breaks for October 28, 2019
AZUL, TRV, TIF, FSLR, JBLU
Oct 28, 2019 | 10:13 EDT
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. JetBlue (JBLU) upgraded to Overweight from Neutral at JPMorgan. 2. First Solar (FSLR) upgraded to Outperform from Market Perform at JMP Securities with analyst Joseph Osha saying he believes that the market is not valuing the company's competitive U.S. position appropriately. 3. Tiffany (TIF) upgraded to Buy from Hold at Deutsche Bank with analyst Francesca DiPasquantonio saying reports this weekend about the interest in Tiffany by LVMH (LVMUY) seem to have a "rational backing" and are tied with its history of interest in the brand. 4. Travelers (TRV) upgraded to Buy from Neutral at MKM Partners with analyst Harry Fong saying while the company missed on Q3 earnings, the discussion at a sell-side event indicated that the miss was driven mainly by the worsening tort environment in commercial auto and general liability. 5. Azul (AZUL) upgraded to Buy from Neutral at Buckingham with analyst Daniel McKenzie saying he expects Azul's multiple to expand as underlying fundamentals become more appreciated. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
News For AZUL;TRV;TIF;FSLR;JBLU From the Last 2 Days
JBLU
Dec 11, 2019 | 09:40 EST
Unusual total active option classes on open include: Urban Outfitters (URBN), ProShares UltraPro Short S&P 500 (SPXU), JetBlue (JBLU), Chewy (CHWY), Activision Blizzard (ATVI), Boeing (BA), Peloton Interactive (PTON), Home Depot (HD), PG&E (PCG), and Comcast (CMCSA).
FSLR
Dec 11, 2019 | 08:46 EST
JPMorgan analyst Paul Coster remains constructive regarding Alternative Energy fundamentals heading into 2020. He looks for "at-trend" ~$300 billion of investment in 2020 to fund over 200GWs of wind and solar installations, up 10% year-over-year, globally. Adoption is being spurred by falling cost/watt of wind, solar and storage driven by scale and innovation, Coster tells investors in a research note. The analyst's top picks into 2020 are First Solar, SolarEdge (SEDG) and Sunnova Energy (NOVA). He also has Overweight ratings on Bloom Energy (BE), Enphase Energy (ENPH), Hannon Armstrong (HASI), and TPI Composites (TPIC).