Posts in category Long Ideas


Did Galectin Therapeutics Inc (GALT) Really Fail Big in NASH? This Bull Says No as He Hikes Up the Price Target

H.C. Wainwright’s Ed Arce believes the market’s reaction is not on point, instead opting to recognize GALT’s NASH cirrhosis Phase 2b study as a “landmark,” clinically meaningful win.

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SAGE Therapeutics Inc (SAGE) Wins Price Target Hike on Back of Encouraging MDD Data

Canaccord’s John Newman now sees almost 18% in upside potential for SAGE following a big clinical home run in major depressive disorder.

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This Healthcare Analyst Pounds the Table on Revance Therapeutics Inc (RVNC)

Guggenheim’s Rohit Vanjani puts a price tag on Revance Therapeutics.

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Bluebird Bio Inc Gains a New Bull; John Newman Drawn to bb2121’s Long-Term Potential

Canaccord’s John Newman sees 24% upside potential for BLUE shares.

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Micron Technology, Inc. (MU) Gets Price Target Boost Despite Racing NAND Fears Through the Street

Morgan Stanley’s Joseph Moore notes that though his colleague points to dipping NAND flash chip prices threatening ahead, this just marks under a third of MU’s business.

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Meet Plug Power Inc’s (PLUG) New Bull

Canaccord’s John Quealy highlights 3 compelling reasons to buy Plug Power.

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Himax Technologies, Inc. (HIMX) Gets Price Target Lift on Rising Confidence in 3D Sensing Growth Prospects

Roth Capital’s Suji Desilva is thrilled that Himax’s fourth quarter is tracking ahead of his previous expectations.

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Gilead Sciences, Inc. Attracts a New Bull Thanks to “Gift” of Kite

Maxim’s McCarthy now sees 27% upside potential for Gilead, impressed with management’s plans for lymphoma asset Yescarta.

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Roku Inc (ROKU) Investors Get Excited Following a Price Target Lift from This Bull

Needham’s Laura Martin appraises ROKU as a “pure-play” on OTT TV-viewing gains without the content risk Netflix poses.

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Palo Alto Networks Inc (PANW) Draws Price Target Boost Following Standout FQ1:18 Performance

Oppenheimer’s Shaul Eyal now sees 17% upside potential for PANW on back of a powerhouse earnings outclass and full-year guidance raise for fiscal 2018.

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