Stock Analyst Notes

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Analyst Note Premium Analyst Report Date
Netflix Beat Its Conservative Guidance; Free Cash Burn Expected to Remain Elevated in 2019 Netflix Inc (NFLX) 10/16/2018
Goldman Sachs Is Still in the Early Stages of a Transformation Goldman Sachs Group Inc (GS) 10/16/2018
Lam Research Well-Positioned to Thwart Near-Term Headwinds; Shares Undervalued Relative to $185 FVE Lam Research Corp (LRCX) 10/16/2018
British American Tobacco on Track With our Forecasts in Trading Update British American Tobacco PLC (BTI) 10/16/2018
IBM Posts Underwhelming 3Q Results; Juggling Act Continues; Shares Modestly Undervalued International Business Machines Corp (IBM) 10/16/2018
Twilio to Acquire Sendgrid in All-Stock Deal; High-Margin Engagement Cloud Stands to Benefit Twilio Inc (TWLO) 10/16/2018
Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm General Motors Co (GM) 10/16/2018
Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm Alphabet Inc (GOOG) 10/16/2018
Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm GrubHub Inc (GRUB) 10/16/2018
Potential Underwriters See Uber as a $120 Billion Company, Compared With Our Valuation of the Firm Alphabet Inc (GOOGL) 10/16/2018
Fresenius Announces 3Q Results and Lowers Full-Year Guidance; No Change To FVE Fresenius Medical Care AG & Co. KGaA (FMS) 10/16/2018
Cromwell Impairment and Operating Margin Miss Obfuscates Grainger's Solid 3Q Performance W.W. Grainger Inc (GWW) 10/16/2018
Long-Term Outlook Looks Bright for Marvell Though Shares Fairly Valued; Raising FVE to $21 Marvell Technology Group Ltd (MRVL) 10/16/2018
Morgan Stanley's Growth Likely To Slow as Institutional Securities Outperformed Year to Date Morgan Stanley (MS) 10/16/2018
Prologis Posts Strong Quarter After Merging With DCT Industrial Prologis Inc (PLD) 10/16/2018
UnitedHealth Reports a Strong Quarter as Optum Powers the Firm’s Performance UnitedHealth Group Inc (UNH) 10/16/2018
Infosys Reports 2Q, Retains Full-Year Outlook With Stability Across Regions; Shares at a Premium Infosys Ltd (INFY) 10/16/2018
Comerica Slows Slightly in 3Q, but More Margin Gains Still Ahead Comerica Inc (CMA) 10/16/2018
Omnicom Reports Better-Than-Expected 3Q Results; Maintaining $85 FVE; Shares Undervalued Omnicom Group Inc (OMC) 10/16/2018
Johnson & Johnson Posts Steady 3Q, but Patent Losses Will Likely Weigh on Future Growth Johnson & Johnson (JNJ) 10/16/2018
Institutional Derisking Outflows Mar BlackRock's Solid 3Q Results; No Change to $580 FVE BlackRock Inc (BLK) 10/16/2018
Given Partners' Headwinds, We Are Downgrading Synchrony's Moat to None From Narrow Synchrony Financial (SYF) 10/16/2018
Tailwinds Persist for Progressive in 3Q Progressive Corp (PGR) 10/16/2018
J.B. Hunt's 3Q Results Mostly In Line; Tight Truckload Market Capacity Remains Robust Tailwind JB Hunt Transport Services Inc (JBHT) 10/16/2018
Transferring Coverage of ResMed ResMed Inc (RMD) 10/16/2018
Enterprise Key to Western Digital’s Future; Lowering FVE to $75 Western Digital Corp (WDC) 10/15/2018
Data Demands Grow but Seagate’s Prospects are Capped; Lowering FVE to $42 Seagate Technology PLC (STX) 10/15/2018
L3 and Harris Order Dessert to Top Off the 'Last Supper' Consolidation Wave That Began 25 Years Ago L3 Technologies Inc (LLL) 10/15/2018
ConvaTec's Shares Swoon on Management Change and Inventory Issues, but Narrow Moat Intact ConvaTec Group PLC (CNVVY) 10/15/2018
Net Interest Income Propels Earnings Growth Despite Pricing and Market Concerns at Schwab Charles Schwab Corp (SCHW) 10/15/2018
Capital One's Tech Investment Is Leading to Customer Wins and Higher Growth Synchrony Financial (SYF) 10/15/2018
Capital One's Tech Investment Is Leading to Customer Wins and Higher Growth Capital One Financial Corp (COF) 10/15/2018
Third-Quarter Results Show Good Underlying Trends for Bank of America Bank of America Corporation (BAC) 10/15/2018
Ponce Lawsuit Delays Nutrien's SQM Equity Stake Sale to Tianqi, but We Think the Deal Will Get Done Sociedad Quimica Y Minera De Chile SA (SQM) 10/15/2018
Ponce Lawsuit Delays Nutrien's SQM Equity Stake Sale to Tianqi, but We Think the Deal Will Get Done Nutrien Ltd (NTR) 10/15/2018
AT&T/Warner's Planned Direct-to-Consumer Offering Likely of Limited Appeal in Proposed Form AT&T Inc (T) 10/15/2018
Takeaways from PMI Investor Day: ZBB Strategy Addresses Our Concerns Over Peak Tobacco Margins Philip Morris International Inc (PM) 10/15/2018
Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued Teck Resources Ltd (TECK) 10/14/2018
Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued Anglo American PLC (NGLOY) 10/14/2018
Bulk Commodity Prices Defying Longer-Term Risks and Major Miners Remain Overvalued Vale SA (VALE) 10/14/2018
PNC Sees Only Modest Loan Growth; Expenses Continue to Grow in Line With Revenue PNC Financial Services Group Inc (PNC) 10/12/2018
Citi on Track to Meet Targets; Maintaining Our FVE Citigroup Inc (C) 10/12/2018
Small Additional Legal Accrual for Wells, but Expenses Remain on Target for Longer-Term Decrease Wells Fargo & Co (WFC) 10/12/2018
JPMorgan Continues Strong Results in 3Q; We Are Increasing Our FVE JPMorgan Chase & Co (JPM) 10/12/2018
FMC Completes Spin-Off of Minority Stake in Lithium Business; No Changes to Our Outlook FMC Corp (FMC) 10/12/2018
We're Cutting Our Sprint FVE on a Weaker Outlook for the Stand-Alone Business Sprint Corp (S) 10/11/2018
We've Increased Our T-Mobile Fair Value Estimate to $76 T-Mobile US Inc (TMUS) 10/11/2018
Delta Shares Fly High After Third-Quarter Earnings Beat; Slight Raise to Fair Value Estimate Delta Air Lines Inc (DAL) 10/11/2018
Raising Our Celgene Fair Value Estimate to $116 on Pipeline Conviction Amid Bearish Sentiment Celgene Corp (CELG) 10/11/2018
Fluor Warns 3Q Results Will Be Weaker Than the Market Expects; We Decrease Our FVE Slightly Fluor Corp (FLR) 10/11/2018