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Analyst Update: Mobileye, NetApp, The Fresh Market

Analysts adjusted their ratings on Mobileye NV (MBLY), NetApp Inc. (NTAP), and The Fresh Market Inc (TFM)

Aug 17, 2015 at 12:38 PM
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Analysts are weighing in today on camera-software company Mobileye NV (NYSE:MBLY), data specialist NetApp Inc. (NASDAQ:NTAP), and grocer The Fresh Market Inc (NYSE:TFM). Here's a quick roundup of today's brokerage notes on MBLY, NTAP, and TFM.

  • MBLY is nearly 6% higher at $63.14, and just off an all-time high of $63.72, after Morgan Stanley raised its price target to $80 from $68 and reiterated an "overweight" rating. The analysts cited recent earnings guidance and Mobileye NV's future "domination" for the new target, which sits in uncharted territory for MBLY. Technically, MBLY has nearly doubled since March's low of $32.41 to today's new peak. Throughout this impressive run higher, the shares have found support from their 10-week moving average. MBLY may also find some help in the form of a short-covering rally, as 12% of the company's float is sold short. If the bears rush to cover their shorted shares -- about seven days' of pent-up buying demand, at MBLY's average pace of trading -- we could see the stock pushed higher.
  • NTAP is more than 1% lower at $30.39, and just hit a two-year low of $30, after Summit Research cut the customer data specialist to "sell" from "hold" and lowered its price target to $28. The brokerage attributed the downgrade and price target cut to the belief that revenue growth will elude NetApp Inc. for an extended period of time. Since the start of the year, the shares have shed 26.6%. Near-term option traders are more put-heavy than usual ahead of earnings on Wednesday, as the equity's Schaeffer's put/call open interest ratio (SOIR) of 1.66 is higher than 93% of the past year's worth of readings. Meanwhile, 22 of the 26 analysts following NTAP rate it a "hold" or worse.

  • TFM finds itself more than 2% lower at $28.92, and just off an annual low of $28.62, following a downgrade and price-target cut from BMO Capital. The brokerage lowered The Fresh Market Inc to "market perform" from "outperform" and sliced its price target to $28 from $44. BMO Capital attributed the move to a sharp decline in prices in key categories. Technically, the shares are a whisper away from their all-time low of $28.60, and have given up nearly 30% in 2015. Looking ahead, TFM is set to step into the earnings confessional on Thursday. Short sellers are hoping for a steeper slide, as it would take about 23 sessions to buy back the 11.5 million TFM shares sold short, at the equity's average daily trading volume.

For other stocks in analysts' crosshairs, read Analyst Upgrades: Tesla Motors Inc, JPMorgan Chase & Co., and Imprivata Inc and Analyst Downgrades: Micron Technology, Inc., Cisco Systems, Inc., and Hewlett-Packard Company

 
 

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