June 28, 2019

Research Digest for CCA_3.5_PA_WL (My Lists - EQS)

RESEARCH ACTIVITY

WAGE

AMZN

XENT

IIN

INGN

JBT

MGPI

OKTA

PYPL

SJM

TECH

VRRM

WST

Ratings Changes

Estimate Changes

Initiations

By Sector

Consumer Discretionary

Consumer Staples

Financials

Health Care

Industrials

Technology

News

RATINGS CHANGES

Ticker

Prev Rec

New Rec

Broker

Analyst

INGN US

Strong buy

Buy

NDH

Michael S Matson

WAGE US

Buy

Hold

RHR

Tobey Sommer

WAGE US

Outperform

Market perform

WBL

Robert Paul Napoli

ESTIMATE CHANGES

Ticker

Headline

Brkr

Analyst

Time

WageWorks Inc WAGE US Equity

WAGE

Filing of 1Q19 10-Q

RHR

Tobey Sommer

Jun 27, 18:06

Okta Inc OKTA US Equity

OKTA

[Delayed] Okta: Key Takes from OKTA Bus Tour Meeting

DBG

Jun 27, 21:28

INITIATIONS

Verra Mobility Corp VRRM US Equity

VRRM

Initiating at Outperform; We Like Tickers That Sound Like Acceleration

RWB

David J Koning

Jun 27, 16:10

BY SECTOR

Consumer Discretionary

Amazon.com Inc AMZN US Equity

AMZN

Staples Retail - Notes from the Road: Gonna Make You Sweat

WFT

Scott A Mushkin

Jun 28, 08:19

AMZN

Corporate PPA Deal Tracker: June 2019

BNE

Jun 28, 08:00

AMZN

CLICKS vs BRICKS Vol. 64: AMZN Launches "Counter" in New Partnership with RAD

JEF

Brent Thill

Jun 27, 15:05

Consumer Staples

JM Smucker Co/The SJM US Equity

SJM

Market expectations are for Uniform ROA compression, and management has concerns about margins, products, and sales guidance

TPR

Jun 28, 04:00

MGP Ingredients Inc MGPI US Equity

MGPI

Recovering from 1Q Hangover; Highlights from Travel with Management

RHR

William B Chappell "Bill"

Jun 28, 06:04

Financials

PayPal Holdings Inc PYPL US Equity

PYPL

FinTech Bus Tour Takeaways: V, SQ, PYPL

CWN

George Mihalos

Jun 28, 06:04

Health Care

Bio-Techne Corp TECH US Equity

TECH

Five-Year Outlook on Track; Upside Opportunities Abound

RWB

Catherine Schulte

Jun 28, 06:40

Inogen Inc INGN US Equity

INGN

INGN: Downgrading To Buy From Strong Buy

NDH

Michael S Matson

Jun 28, 07:27

Intersect ENT Inc XENT US Equity

XENT

XENT: BUY, $35 target: ; BUY, $35 target

CAN

Kyle Rose

Jun 27, 17:50

XENT

Tom West Appointed as CEO; CFO Jeri Hilleman Stepping Down Next Year

PJE

Matthew O'Brien

Jun 27, 17:45

West Pharmaceutical Services Inc WST US Equity

WST

WST: West Pharma in Western Europe

JEF

David Windley

Jun 28, 00:35

Industrials

IntriCon Corp IIN US Equity

IIN

UnitedHealthcare Launches UnitedHealthcare Hearing to Provide Affordable/Quality Hearing Health Care

RLY

Andrew D'Silva

Jun 27, 11:26

John Bean Technologies Corp JBT US Equity

JBT

JBT: JBT Meetings Provide Constructive Outlook and Improving Operations

WBL

Larry de Maria

Jun 28, 06:33

Technology

Gartner Inc IT US Equity

__*EGAN-JONES on Gartner, Inc.

EJR

Jun 27, 13:14

Okta Inc OKTA US Equity

OKTA

[Delayed] Okta: Key Takes from OKTA Bus Tour Meeting

DBG

Jun 27, 21:28

Verra Mobility Corp VRRM US Equity

VRRM

Initiating at Outperform; We Like Tickers That Sound Like Acceleration

RWB

David J Koning

Jun 27, 16:10

WageWorks Inc WAGE US Equity

WAGE

Filing of 1Q19 10-Q

RHR

Tobey Sommer

Jun 27, 18:06

WAGE

WAGE: Terms Reached Modestly Above Initial Offer

SNR

David M Grossman

Jun 27, 12:31

WAGE

WAGE: Downgrading to Market Perform; HQY Coming Full Circle

WBL

Robert Paul Napoli

Jun 27, 11:42

WAGE

Downgrade to Hold on Acquisition Announcement

RHR

Tobey Sommer

Jun 27, 08:21

NEWS

Ticker

Headline

Date

INGN

Inogen Downgraded to Buy at Needham; PT $91

Jun 28, 07:29

AIN

Albany International Rated New Neutral at Alembic Global; PT $90

Jun 27, 17:39

WEED CN

Canopy Growth Rated New Equal-weight at Consumer Edge Research

Jun 27, 17:18

VRRM

Verra Mobility Rated New Outperform at Baird; PT $17

Jun 27, 16:32

XENT

Intersect ENT Hires Hologic’s Thomas A. West as New CEO

Jun 27, 16:13

WAGE

WageWorks Downgraded to Market Perform at William Blair

Jun 27, 12:05

AMZN

Applied Opto Spikes 20% After Upgrade Cites Trade-War Edge (1)

Jun 27, 09:43