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Zosano Pharma Scales Nasdaq on Migraine Drug Data

Carbon Black, meanwhile, is near the bottom of the Nasdaq after earnings

Feb 21, 2019 at 3:01 PM
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Stocks are headed for a loss as Wall Street weighs a concerning batch of economic data. Among individual names making notable moves are cybersecurity specialist Carbon Black Inc (NASDAQ:CBLK), athletic apparel maker Under Armour Inc (NYSE:UAA), and clinical-stage biopharmaceutical firm Zosano Pharma Corp (NASDAQ:ZSAN). Here's a quick look at what's moving the shares of CBLK, UAA, and ZSAN.

Carbon Block Sell-Off Draws Downgrade, PT Cuts

Carbon Black stock is near the bottom of the Nasdaq -- down 23.7% at $12.56, set for its worst day ever. This downside comes as the company's lower-than-anticipated current-quarter forecast and full-year revenue guidance offsets a slimmer-than-expected fourth-quarter loss and revenue beat.

In reaction, J.P. Morgan Securities downgraded CBLK stock to "neutral" from "overweight," and halved its price target to $15 from $30. Raymond James also cut its Carbon Block price target, to $18 from $24.

The stock -- which has now erased its year-to-date lead, and is trading below recent support near $13 -- is seeing heavy options trading today. Roughly 3,000 puts and 2,400 calls have changed hands, 12 times what's typically seen and total options volume at a new annual high. Most active is the July 10 put, where it looks like speculators may be selling to open the options.

Under Armour Stock Brushes Off CEO, Nike Buzz

Under Armour stock is trading up 1.1% at $21.50, brushing off headwinds from Nike (NKE) and a report from The Wall Street Journal concerning UAA CEO Kevin Plank's relationship with MSNBC anchor Stephanie Ruhle. This positive price action extends the retail stock's rally off its December low near $16.50, and brings its year-to-date lead to 21.7%.

In spite of this strong start to 2019, analysts have remained on the sidelines when it comes to UAA. While 18 of 23 brokerages maintain a "hold" or worse rating, the average 12-month price target of $20.96 is a discount to current trading levels. This leaves room for upgrades and/or price-target hikes to keep Under Armour's momentum going.

Migraine Drug News Sparks a Fire Under Zosano Pharma

Zosano Pharma said it successfully completed the final goal in a long-term safety study for its migraine drug, Qtrypta, with CEO John Walker projecting a fourth-quarter new drug application submission to the U.S. Food and Drug Administration (FDA). In reaction, ZSAN is trading up 187.8% today at $6.36 -- breaking out above long-term resistance in the $3-$4 range, and pacing for its highest close since March 28.

BTIG thinks there's even more upside in store for the drug stock, calling ZSAN "attractive." The brokerage firm boosted its price target to $19 -- a 197.3% premium to the equity's current perch -- citing its potential as a prime takeover target.

 

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