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Analyst Downgrades: Horizon Pharma PLC, Restoration Hardware Holdings Inc, and Xerox Corp

Analysts downwardly revised their ratings and price targets on Horizon Pharma PLC (HZNP), Restoration Hardware Holdings Inc (RH), and Xerox Corp (XRX)

Dec 9, 2016 at 10:01 AM
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Analysts are weighing in on biotech issue Horizon Pharma PLC (NASDAQ:HZNP), retail stock Restoration Hardware Holdings Inc (NYSE:RH), and copy expert Xerox Corp (NYSE:XRX). Here's a quick roundup of today's bearish brokerage notes on HZNP, RH, and XRX.

  • HZNP is up 1.3% at $15.23, even after Mizuho cut its rating on the stock to "neutral" from "buy," and its slashed its price target to $14 from $30. BMO also lowered its price target on Horizon Pharma PLC, to $24 from $29. The stock seems to be getting a small bounce after surrendering 22.5% on Thursday following ugly drug data, but HZNP short sellers are hoping the sell-off will continue. At the moment, more than 11% of HZNP's available float is wrapped up in these bearish bets. 

  • RH reported third-quarter earnings and revenue above analyst estimates, but a lowered current-quarter outlook on concerns of slower holiday sales has the stock spiraling 16.1% to $32.72. So far Goldman Sachs, Telsey Advisory Group, and UBS have chimed in with price-target cuts, the latter setting the lowest bar, at $37. Restoration Hardware Holdings Inc has given back more than 62% of its value year-over-year, but options traders have been betting on a comeback. Specifically, the stock has seen nearly three calls bought to open for each put over the past 10 weeks at the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX). Moreover, the resulting call/put volume ratio of 2.93 sits in the top quartile of all readings from the last 12 months. 

  • XRX is off 0.4% at $9.48 after a price-target cut to $10 from $11 at J.P. Morgan Securities. Separately, the company's soon-to-be-spun-off Conduent segment said it has entered a credit agreement to purchase international Xerox Corp subsidiaries. XRX has had a choppy year on the charts, lately consolidating around the $9.40 mark. Meanwhile, near-term options trader have been less call-skewed than normal, per the stock's Schaeffer's put/call open interest ratio (SOIR) of 0.69 -- higher than 94% of the past year's readings. What's more, XRX's front-month gamma-weighted SOIR sits at a top-heavy 2.77, indicating put open interest nearly triples call open interest among near-the-money options in the December series. 
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