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Baird Upgrades Autoliv On Autonomous Opportunity: 'Everything Is Now Falling Into Place'
Wednesday, January 31, 2018 - 2:47pm | 411The shift toward self-driving cars is expected to make numerous services unecessary and put a substantial number of people out of work. But Autoliv Inc. (NYSE: ALV)’s an exception, according to one market analyst. The Rating Baird Equity Research's David Leiker upgraded Autoliv to...
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The History Between Deckers And Marcato
Tuesday, October 10, 2017 - 12:03pm | 623Publicly, the battle between Deckers Outdoor Corp (NYSE: DECK) and Marcato Capital Management is nascent, the blows sparse. By official records, engagement began in February. But privately, the firms have been feuding for more than a year. Deckers’ Friday proxy filing reveals a lengthy,...
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Nike Negativity Could Spread To Retailers
Thursday, September 21, 2017 - 3:23pm | 699There’s a bit of divide heading into Nike Inc (NYSE: NKE)'s first-quarter report. Baird Says Buy Jonathan Komp of Baird Equity research does not believe Nike is out of the woods just yet, but negative sentiments are embedded into expectations. “Even though FQ1 EPS probably does not have...
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How The RV Industry Plays A Role In Helping With Harvey
Thursday, August 31, 2017 - 3:46pm | 321If you’re long in insurance or bullish on oil, Hurricane Harvey isn’t your friend. But the deadly and destructive force may prove surprisingly life-giving to certain industries. One beneficiary? Motorhomes. “The RV industry likely will be called upon to provide temporary housing...
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Caution Suggested Ahead Of Foot Locker Earnings
Thursday, August 17, 2017 - 1:51pm | 421Foot Locker, Inc. (NYSE: FL) valuation may be attractive looking out 6–12 months, but near-term fundamentals and low visibility have Baird Equity Research analysts suggesting caution heading into Friday’s earnings report. Shares of the premium retailer have fallen 32 percent year to...
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New York City Bans Tobacco Sales In Pharmacies; Will Walgreens Follow CVS's Lead And Exit This Category?
Saturday, August 12, 2017 - 2:46pm | 539It’s been a rough summer for the tobacco industry. After the U.S. Food and Drug Administration announced plans to limit nicotine intake, the New York City Council voted Thursday to raise the price of cigarettes, halve the number of licensed retailers and, in a move causing more widespread...
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Long Live The King? Disney Takes Streaming Into Its Own Hands
Wednesday, August 9, 2017 - 12:07pm | 581For a time, Walt Disney Co (NYSE: DIS) was content to share the wealth of its popular portfolio. But now it’s scrapping middlemen and taking distribution into its own hands. The company announced Tuesday its plans to launch ESPN- and Disney-branded over-the-top services in 2018 and 2019,...
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Analyst Thoughts On Visa Ahead Of Q4 Earnings
Monday, October 24, 2016 - 2:56pm | 452Ahead of the earnings announcement of Visa Inc (NYSE: V) on Monday after the bell, investor sentiment remained positive. The stock is trading near the 52-week high. There is every possibility of the stock breaching the one-year high price if the company offers upbeat outlook for the fiscal year...
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Analysts Hesitant On BlackBerry Following Weak Earnings
Wednesday, June 24, 2015 - 4:17pm | 547BlackBerry Ltd (NASDAQ: BBRY) released weaker-than-expected Q1 earnings on Monday, prompting a dip in the company's stock. Nevertheless, there were a few bright spots in the report, including positive signs for the tech firm's software business. The mixed signals have analysts on the...