Analyst Color

Dollar General Corp. (NYSE: DG) reported Thursday third-quarter results which were well interpreted by two analysts. The Analysts KeyBanc Capital Markets analyst Bradley Thomas maintains an Overweight rating on Dollar General with a $180 price target. The Buckingham Research Group's Bob Summers...

Ingersoll-Rand PLC (NYSE: IR) is on track to spin-off its industrial business (IndustrialCo) in early 2020 and the potential of standalone ClimateCo seems “ready to be realized post-split,” according to Wells Fargo. The Analyst Wells Fargo’s Deepa Raghavan upgraded Ingersoll-Rand...

A shareholder in Twitter Inc. (NASDAQ: TWTR) and New York University business professor wrote an open letter Friday to the company's board calling for the replacement of CEO Jack Dorsey. What To Know Scott Galloway, who owns more than 330,000 shares of Twitter stock and is a marketing professor...

Sage Therapeutics Inc (NASDAQ: SAGE) shares fell more than 60% Thursday following a negative readout for its lead asset in major depressive disorder. The Analysts Morgan Stanley analyst Matthew Harrison maintained an Overweight rating for Sage but lowered the price target from $217 to $125. (See...

The bullish case for Trade Desk Inc (NASDAQ: TTD), a provider of a technology platform for buyers of advertising, can be made for three reasons, according to Needham. The Analyst Needham analyst Laura Martin upgraded Trade Desk from Hold to Buy with a new $325 price target. The Thesis Trade Desk...

Around the holidays Amazon.com Inc. (NASDAQ: AMZN) is probably best known for being one of Santa's biggest helpers, delivering presents to homes at a furious pace. But as the company rolls out several new Amazon Web Services products and new innovations in machine learning, and its Amazon...

Cloudera Inc (NYSE: CLDR) delivered an all-round beat in the third quarter and raised guidance for the fourth quarter and full year. The company’s business seems stable, but there is limited visibility into growth accelerating toward industry growth rates, according to Raymond James. The...

Although CrowdStrike Holdings Inc (NASDAQ: CRWD) delivered another strong quarter with improvements in key matrices, the stock valuation is high relative to peers, according to Baird. The Analyst Baird’s Jonathan Ruykhaver maintained a Neutral rating for CrowdStrike, with a price target of $...

Zoom Video Communications Inc. (NASDAQ: ZM) lost a bit of the zoom in its growth trajectory in the third quarter, spooking investors. Sell-side analysts said the company's communications story remains strong, though the stock price may already reflect it. The Analysts Morgan Stanley's Meta...

Bank of America has launched a monthly U.S. cannabis tracker that utilizes data from BDS Analytics, in which it will analyze trends in dollars, price/mix, volume and share. Analyst Christopher Carey broke down the first iterations of the tracker. Considering the fact that more and more U.S. states...

Kroger Co (NYSE: KR) reported Thursday third-quarter resultsthat fell short of expectations. Kroger reported quarterly earnings of 47 cents per share, which missed the analyst consensus estimate by a penny. The company reported quarterly sales of $27.974 billion, which missed the analyst consensus...

Following Biogen Inc's (NASDAQ: BIIB) presentation of detailed top-line results for aducanumab at the Alzheimer's conference, the stock ended Thursday's session up about 3.5%. The presentation polarized analysts and clinicians alike, stirring a debate on whether the data is sufficient...

Tesla Inc (NASDAQ: TSLA) skeptics are beginning to envision a path forward for the disruptive automaker. Morgan Stanley raised its bull-case price target, asserting that Tesla is “fundamentally overvalued, but strategically undervalued.” The Rating Analysts Adam Jonas and Armintas...

KeyBanc analysts took a deep dive into the food delivery business and concluded industry titan GrubHub Inc (NYSE: GRUB) needs to provide evidence strategic efforts are resulting in improving trends. The Analyst KeyBanc Capital Markets analyst Andy Hargreaves maintains a Sector Weight rating on...

Biogen Inc's (NASDAQ: BIIB) presentation of aducanumab data at the Clinical Trials On Alzheimer's Disease Congress has drawn a mixed response. In late October, Biogen announced plans to revive its Alzheimer's program following a new analysis conducted by the company in consultation...