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Goldman Sachs Upgrades Davita, Poised To Profit From Medicare Expansion
Friday, January 24, 2020 - 11:37am | 374Read More...Davita Inc (NYSE: DVA) surged to all-time highs Friday after winning the praise of a new market advocate. Medicare is largely to thank. The Rating Goldman Sachs analysts led by Stephen Tanal upgraded Davita to Buy and raised their price target from $72 to $97. The Thesis Next year, the U....
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Humana Analysts More Bullish After Health Insurance Fee Repeal
Friday, January 3, 2020 - 2:34pm | 478Read More...Humana Inc (NYSE: HUM) is likely to benefit from the permanent repeal of the health insurance fee, or HIF, beginning Jan. 1, 2021, rendering the stock more attractive, according to sell-side analysts. The Analysts JPMorgan analyst Gary Taylor reiterated an Overweight rating on Humana and...
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Cigna Set To Disrupt Commercial Risk Market, Goldman Sachs Says In Upgrade
Wednesday, June 6, 2018 - 10:40am | 420Read More...Insurer CIGNA Corporation (NYSE: CI) is poised to sustain share gains in the U.S. commercial risk market, according to Goldman Sachs. The Analyst Analyst Stephen Tanal upgraded shares of Cigna from Neutral to Buy and increased the price target from $193 to $212, suggesting more than 24-...
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4 Health Care Stocks Prescribed As Buys By Goldman Sachs
Thursday, January 4, 2018 - 12:32pm | 403Read More...The 2018 health care landscape will be defined by a U.S. corporate tax cut and payer efforts to reduce costs, according to Goldman Sachs. By the firm's estimates, managed care organizations are particularly positioned to profit in this environment. The Rating Goldman Sachs analyst...
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Goldman Sachs Celebrates Party City
Wednesday, October 26, 2016 - 11:15am | 248Read More...Although Goldman Sachs’ Stephen Tanal holds a constructive view on the long-term prospects for Party City Holdco Inc (NYSE: PRTY), the analyst believes the share price is fair at present, given expectations of slower earnings growth in H2. Tanal initiated coverage of the company with a...
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Tractor Supply Has A Long Haul Ahead To Get Back To Earnings Growth
Thursday, October 20, 2016 - 11:03am | 377Read More...Goldman Sachs believes Tractor Supply Company (NASDAQ: TSCO) third quarter results confirmed its opinion that the headwinds would likely to continue in its business. Headwinds The firm thinks that at least two of the following discrete items would place a cap on earnings growth until next year: A...
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Kroger Attractive Long Term, Remains On Goldman's Conviction Buy List
Tuesday, September 13, 2016 - 12:12pm | 372Read More...On September 9, Kroger Co (NYSE: KR) reported robust Q2 results, which Goldman Sachs’ Stephen Tanal believes demonstrated that the company is executing well against a difficult environment. Tanal maintains a Buy rating on the company, while lowering the price target from $40 to $39. Ahead...
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Goldman Sachs Says Sprouts Farmers Market Has 'Taken Its Medicine,' Keeps Buy Rating
Tuesday, September 13, 2016 - 11:31am | 363Read More...On September 7, Sprouts Farmers Market Inc (NASDAQ: SFM) cut its FY16 EPS guidance from $0.92–$0.94 to $0.83–$0.86 on lowered comps guidance from 3.5–4.5 percent to 1.5–2.5 percent. Goldman Sachs’ Stephen Tanal maintains a Buy rating on the company. Guidance Cut...
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As Grocer Guidance Cuts Abound, Goldman Still Sellers Of Whole Foods
Tuesday, September 13, 2016 - 9:55am | 291Read More...The grocery landscape continues to be challenging with ongoing deflation; and competition has significantly intensified. “We do not expect grocer gloom to give way to a boom anytime soon,” Goldman Sachs’ Stephen Tanal said in a report. Analyst Tanal reiterated a Sell rating on...
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Five Below Has A Good Concept And Great Growth, But Little Upside At Current Price
Tuesday, September 6, 2016 - 10:05am | 251Read More...Shares of Five Below Inc (NASDAQ: FIVE) have gained 36 percent year-to-date. The stock now appears “priced to perfection,” Goldman Sachs’ Stephen Tanal said in a report. He assumed coverage of the company with a Neutral rating and a price target of $42, which implies 3 percent...
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Goldman Neutral On Dollar General, Sees Earnings Growth Slowing
Tuesday, September 6, 2016 - 9:54am | 319Read More...Dollar General Corp. (NYSE: DG) reported its softest SSS growth in 2Q16 since Q4 of 2007. External factors and increased competition seem to be weighing on the company’s performance, Goldman Sachs’ Stephen Tanal said in a report. The rating on Dollar General has been downgraded from...
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Dollar Tree Is Now A Conviction List Buy At Goldman Sachs
Tuesday, September 6, 2016 - 9:36am | 317Read More...Dollar stores are typically “countercyclical,” with sales slowing late or even preceding downturns, and accelerating during recessions, Goldman Sachs’ Stephen Tanal said in a report. He added that Dollar Tree, Inc. (NASDAQ: DLTR) was benefiting from “secular shifts toward...
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Dick's Downgraded Following 42% Run
Wednesday, August 17, 2016 - 8:16am | 375Read More...Dicks Sporting Goods Inc (NYSE: DKS) reported robust Q2:16 results, reflecting that share gains from The Sports Authority have begun to accrue in Q2 itself and were likely to continue to drive results in the coming quarters. Goldman Sachs’ Stephen Tanal downgraded the rating on the company...
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Goldman Sachs Still Buying Sprouts Farmers Market: 'Ready For A Storm'
Friday, August 5, 2016 - 8:24am | 393Read More...Sprouts Farmers Market Inc (NASDAQ: SFM)'s 2Q results came in “better than feared.” Goldman Sachs’ Stephen Tanal maintains a Buy rating on the company, with a price target of $29. 2Q Results The company reported 4.1 percent growth in same-store sales, driven by a 3.5 percent...
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Goldman Is Neutral On Supermarkets, Sees Low Growth And Challenging Market
Tuesday, July 26, 2016 - 10:54am | 351Read More...Goldman Sachs' Stephen Tanal commented on the challenging market forces supermarkets were facing in the United States. The analyst assumed coverage on food retailers with a Neutral coverage view and a 7 percent average upside over the next twelve months. Intensifying Competition "Grocery is a...
