Analyst Update: Canadian Solar, Amex, Delphi Auto

Analysts adjusted their ratings on Canadian Solar Inc. (CSIQ), American Express Company (AXP), and Delphi Automotive PLC (DLPH)

Sep 24, 2015 at 12:34 PM
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Analysts chimed in on solar power company Canadian Solar Inc. (NASDAQ:CSIQ), Dow component American Express Company (NYSE:AXP), and Volkswagen supplier Delphi Automotive PLC (NYSE:DLPH).  Here's a quick roundup of today's brokerage notes on CSIQ, AXP, and DLPH.

  • CSIQ is 3.2% lower at $16.61, even after Stifel Nicolaus started coverage with "buy" rating and $25 price target --  a whopping 50% premium to the stock's current price. During the August swoon, shares of Canadian Solar Inc. breached the $20 level, which has emerged as round-number resistance in recent weeks. Furthermore, the stock's 10-week moving average has descended into the area; this trendline hasn't been toppled on a weekly closing basis since mid-May. Short sellers have taken note, as these bearish bets skyrocketed nearly 90% during the past two reporting periods, and now account for 14% of the equity's float. Analysts hold a different view of CSIQ, as all six covering the firm rate it a "strong buy." 
  • Dow component AXP is tracking the broader market lower, slipping 2.1% to $74.01. In addition, Jefferies cut its price target to $70 from $85, while Evercore ISI trimmed its target by $1 to $80 -- echoing Susquehanna last week. Shares of American Express Company have given up more than 20% in 2015, but are attempting to establish support in the $70-$75 region, which provided a foothold for a good part of 2013. Near-term option players are still more call-heavy than usual, as AXP's Schaeffer's put/call open interest ratio (SOIR) of 1.00 is lower than 90% of the readings taken during the past 52 weeks. Furthermore, the credit king's 10-day call/put volume ratio on the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) checks in at 5.21, higher than 98% of the past year's worth of readings, pointing to a bigger-than-usual bullish bias.
  • DLPH has been caught up in the Volkswagen emissions scandal with other suppliers, absorbing a price-target cut to $91 from $93 at RBC. Delphi Automotive PLC is 3.7% lower at $71.34, bringing its week-to-date drop to more than 7%, and putting it in the red for 2015. Analyst rankings leave plenty of room for more punishing downgrades, as DLPH racks up seven "strong buys" and two "buys," out of 11 total rankings.
For other stocks in analysts' crosshairs, read Analyst Upgrades: Tesla Motors Inc, SolarCity Corp, and Monster Beverage Corporation and Analyst Downgrades: Caterpillar Inc., Yelp Inc, and DigitalGlobe Inc.
 

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