Tag Archives: tgt

Allergan Price Target Cut On Merger Delay, Weak Q1 Forecast

Drugmaker Allergan ( AGN ) got a price-target cut from Canaccord Genuity Thursday after the company hit a delay in its merger with Pfizer ( PFE ), among other issues. Analyst Corey Davis noted that on Wednesday, the Federal Trade Commission (FTC) had asked for additional information on the Pfizer-Allergan merger , which was first announced in November. The companies also have to wait until Allergan finishes divesting its generic-drug business to Teva Pharmaceutical Industries ( TEVA ), which itself hit a delay this month that caused Teva to push the expected closing date from Q1 to June. Pfizer and Allergan still expect to close their $160 billion merger in the second half of this year. “In the meanwhile, we are lowering our Q1 estimates (EPS drops from $3.43 to $2.89) as it’s always the weakest quarter for specialty pharma, and we feel the rest of the Street is also too high,” Davis wrote in his research note lowering his price target on Allergan stock to 320 from 340. “This has been a trend in the past several years and is partly because of the reset of Medicare Part D.” Davis added that the merger of Target ( TGT ) and CVS Health ( CVS ) should hit Allergan’s distribution business to the tune of $500 million a year, and the launch of bowel-disease drug Viberzi has increased spending. Davis wrote that he is nonetheless maintaining his buy rating due to the high likelihood that the deal will close. There has been some skepticism among investors over whether the Pfizer-Allergan deal is going to close this year — besides the signals from Allergan’s falling stock price, a buy-side survey by Evercore ISI analyst Mark Schoenebaum this month found that a fifth of respondents place the odds at less than 50%. Along with the FTC’s backlog, there’s concern that the incoming president and Congress might do something to limit tax-inversion deals like this one, as some candidates have threatened to do. Pfizer’s leadership and Wall Street analysts have been more confident, however. On March 8, Deutsche Bank analyst Gregg Gilbert wrote that the gap between Pfizer’s offer price and Allergan’s stock price — then $47 — presents a buying opportunity as it will likely narrow as the deal closing nears. Allergan stock was down a fraction in morning trading on the stock market today , near 274.

Amazon.com Sues Executive Whom Target Recently Hired

Amazon.com ( AMZN ) is suing logistics and supply chain expert Arthur Valdez, whom Target ( TGT ) recently hired, alleging that Valdez violated the noncompete clause in his contract, according to the Wall Street Journal . Valdez had been an Amazon employee for 16 years and signed a noncompete agreement in 2012 requiring him to wait 18 months before taking a similar position at a rival. The lawsuit, filed Monday in King County Superior Court in Washington, according to the Journal, says that Valdez has already disclosed secrets to Target such as an analysis of Amazon’s holiday operations and its same-day grocery and package business. Valdez’s appointment at Target was announced in February, according to Reuters . Its report says that according to Valdez’s attorney, he isn’t scheduled to start until March 28. Amazon.com stock was up almost 1% in afternoon trading on the stock market today , near 558.50. The stock has an IBD Composite Rating of 66, where 99 is the highest. Shares are up 18% from a recent three-month low of 474. The Journal quoted a Target spokeswoman as saying that the company has taken significant precautions to ensure that proprietary information stays confidential and that Target believes the suit is without merit.

Cyberheist Dumps Seagate Technology, Snapchat Deep In Phishing Hole

A sprawling tax-fraud scheme duped Seagate Technology ( STX ) and Snapchat into dispensing thousands of W-2 forms, highlighting a major fissure in the cybersecurity industry, a Proofpoint ( PFPT ) representative said Thursday. The breach exposed nearly 10,000 former and current Seagate employees, according to a statement from the data storage firm. The breach was discovered March 1 on the heels of a similar attack on photo-sharing app Snapchat. Seagate stock fell 3.5% Tuesday as the news made headlines and fell a fraction Wednesday before rising 2.2% Thursday. Seagate confirmed the breach in an email to IBD. “The information was sent by an employee who believed the phishing email was a legitimate internal company request,” Seagate said. Released information includes Social Security numbers, birthdates and addresses of anyone employed by Seagate in 2015. Phishing Attacks On The Rise Phishing attacks on businesses are becoming more prevalent, Ryan Kalember, Proofpoint senior vice president of cybersecurity strategy, told IBD. He refers to it as “impostor fraud.” The W-2 attack is just the most recent iteration, he said. Snapchat admitted to a similar attack on Feb. 28 in a blog post titled “An Apology to Our Employees.” The scammer impersonated CEO Evan Spiegel , successfully asking for payroll information. Internal systems and user information remained secure. Both Seagate and Snapchat reported the attacks to the FBI, which recorded more than $215 million lost in phishing attacks between October 2013 and December 2014, according to a report in January. Both firms also offered two years of credit monitoring for the victims. “When something like this happens, all you can do is own up to your mistake, take care of the people affected and learn from what went wrong,” Snapchat wrote. Tax fraud phishing is seasonal, Kalember noted. Wire transfer requests are also popular — and thrifty — modes of generating a lot of money. Networking firm  Ubiquiti Networks ( UBNT ) found that out the hard way last August after a phisher tricked it into wiring $46.7 million overseas. Spear-Phishing Targets Companies And scammers are becoming more sophisticated, says Slawek Ligier,  Barracuda Networks ’ ( CUDA ) vice president of product development. “Spear-phishing” and “whaling” involve targeting someone with either money or access. Tricky email tactics — changing the “N” in Barracuda Networks to “M” or spoofing a CEO’s email address — tend to reap the most success, Ligier told IBD. From there, scammers indulge in a series of social engineering measures. “They don’t want to waste their time on people who won’t fall for it,” he said. “But the scammer will really invest a lot of time and effort to slowly reel their victim in.” Stickier yet, there are legitimate reasons to spoof a CEO’s email, Kalember says. A company will allow a third-party to spoof an email — make it appear as if the email is coming from that CEO — for marketing purposes. A spoof can use any display name that the spoofer chooses. Traditional email protection services can’t deal with spoofs, Kalember says. “Defenses are looking for malware, and they are not equipped for this,” he said. “There is no malware. There is no payload. And the tricky part is, there’s also legitimate business emails from people who need their W-2s.” Scammers Rely On Social Engineering Agari CEO Patrick Peterson says his privately held company aims at this problem. Cisco Systems ( CSCO ) IronPort business veterans (Cisco bought IronPort in 2007) founded Agari, which uses proprietary technology to filter out phishing emails, Peterson told IBD. It differs from Proofpoint, which plans this quarter to flag phishing emails in the same vein as spam and “adult content.” “When (executives) see these stories about Seagate, I imagine they break out into a cold sweat, thinking they have no solution,” Peterson said. Spear-phishers differ from mass phishers. The latter sends a blast email hoping to dupe a few vulnerable people. The former involves more research and relies on social engineering to persuade a target of its legitimacy. “The best defense we have today — which is a pretty crappy one — is telling people to be careful,” he said. At the annual cybersecurity RSA Conference last week in San Francisco, Calif., executives were most concerned about phishing scams, he said. Malware detection has become so sophisticated that scammers have been forced to rely on the weak human link. So far, it’s working. Recent breaches of the Office of Personnel Management, Anthem ( ANTM ), Sony ( SNE ) Pictures Entertainment and Target ( TGT ) also began with a phishing email; they account for about 90% of all attacks, Peterson said. “This really serves as a wake-up call to the tech industry to dig deep and find solutions,” he said. “Unfortunately, my crystal ball says we’re going to see a lot more of these notices.”