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CRM

Salesforce

$72.63

2.11 (2.99%)

, TWTR

Twitter

$23.52

-0.48 (-2.00%)

08:46
10/05/16
10/05
08:46
10/05/16
08:46

Salesforce acquisition of Twitter 'quite low,' says BofA/Merrill

BofA/Merrill analyst Kash Rangan said the probability of Salesforce (CRM) acquiring Twitter (TWTR) is "quite low." The analyst does not believe Salesforce would materially dilute its shareholders with such a risky deal and expects the CEO to provide clarity on the thought process behind core software acquisitions versus media at today's Q&A session. Rangan rates Salesforce a Buy with a $100 price target on shares.

CRM

Salesforce

$72.63

2.11 (2.99%)

TWTR

Twitter

$23.52

-0.48 (-2.00%)

  • 05

    Oct

  • 30

    Nov

CRM Salesforce
$72.63

2.11 (2.99%)

09/28/16
MZHO
09/28/16
DOWNGRADE
Target $15
MZHO
Underperform
Mizuho cuts Twitter to Underperform with $15 price target
Mizuho analyst Neil Doshi downgraded Twitter to Underperform from Neutral based on valuation. The shares are up 45% since the company reported Q2 results, primarily driven by potential buyout comments in media reports, Doshi tells investors in a research note. The stock at current levels is overvalued as Twitter's business fundamentals "have deteriorated significantly" over the past 12 months, the analyst contends. Doshi believes many of the M&A scenarios are unlikely to play out. He puts potential acquirers Salesforce (CRM) and Alphabet (GOOG, GOOGL) in the "maybe" camp, but he still has some reservations about these deals happening. The analyst believes investors of both companies would view a buyout of Twitter as negative. Doshi keeps a $15 price target for Twitter shares. The stock closed yesterday up 35c to $23.72. Loop Capital this morning also downgraded Twitter to Sell.
09/30/16
LEHM
09/30/16
NO CHANGE
Target $89
LEHM
Overweight
Barclays says Salesforce deserves a fresh look ahead of Dreamforce conference
Barclays analyst Raimo Lenschow said Salesforce (CRM) deserves a "fresh look" ahead of the Dreamforce conference and analyst day. The analyst said investor sentiment has weakened following slightly lower Q2 results and speculation it could acquire Twitter (TWTR). Lenschow said there is a low likelihood of a Twitter acquisition and expects revenue growth to reaccelerate in 2H FY17 and notes the company is still growing in the low 20% range. The analyst said Salesforce is near the bottom of its 10 year valuation range and reiterates his Overweight rating and $89 price target on shares.
10/03/16
BMOC
10/03/16
NO CHANGE
BMOC
Salesforce removed from US Large Cap Fundamental List at BMO Capital
10/05/16
WEDB
10/05/16
NO CHANGE
WEDB
Outperform
Twitter worries obscuring positive trends for Salesforce, says Wedbush
Wedbush analyst Steve Koenig said his industry and partner checks don't point to any secular headwinds for Salesforce's (CRM) business, adding that the company gave several reassuring metrics on its progress in cross-selling, growing deal sizes, and expanding its large account base at its investor day event at the Dreamforce conference. At the investor day, management acknowledged conjecture about Salesforce trying to buy Twitter (TWTR), but deflected comments, with CFO Mark Hawkins suggesting that CEO Marc Benioff's Q&A session Wednesday afternoon may be a better forum for soliciting comments, noted Koenig. The analyst, who remains constructive on Salesforce as long as the company doesn't buy Twitter, keeps an Outperform rating on the shares.
TWTR Twitter
$23.52

-0.48 (-2.00%)

09/28/16
SBSH
09/28/16
NO CHANGE
SBSH
Buy
Citi hopes Disney does not acquire Twitter
Citi analyst Jason Bazinet lays out four reasons for why he doesn't like Disney (DIS) pursuing an acquisition of Twitter (TWTR). Going back 15 years, the analyst can't think of a single web-based property that was successfully acquired by a traditional media firm. Two, he calls Twitter trends "troubling." Three, Bazinet estimates a cash offer would lower Disney's stock by $5 per share while an equity offer would drop its stock by $9. Four, the analyst feels it is unclear how Disney's content will help Twitter. Bazinet thinks both Yahoo (YHOO) and Twitter lost "significant money" when they streamed NFL content over the web. The analyst hopes Twitter is acquired by somebody other than Disney. He keeps a Buy rating on Disney shares. Both Loop Capital and Mizuho this morning downgraded Twitter to sell ratings.
09/28/16
09/28/16
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Alphabet (GOOG, GOOGL) downgraded to Underperform from Neutral at Wedbush with analyst James Dix citing concerns that the "Four Horsemen of the Search Apocalypse" -- self-identified consumers, consumer control of IP-delivered ads, payments innovation, and attention markets -- might arrive. 2. AT&T (T) downgraded to Neutral from Buy at UBS with analyst John Hodulik citing expectations for lower earnings growth. 3. Macy's (M) downgraded to Neutral from Outperform at Credit Suisse with analyst Michael Exstein saying the retailer, after outlining in August its operations and merchandising strategies, is now in an execution phase. 4. Twitter (TWTR) downgraded to Underperform from Neutral at Mizuho and to Sell from Hold at Loop Capital. 5. Galectin Therapeutics (GALT) downgraded to Sell from Buy at Roth Capital with analyst Sa'ar Yaniv citing the company's announcement that NASH-FX, GR-MD-02's Phase 2a study in NASH fibrosis, failed both primary and secondary endpoints. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/04/16
SUSQ
10/04/16
NO CHANGE
Target $15
SUSQ
Neutral
Upside potential for Twitter takeout already captured, says Susquehanna
Susquehanna analyst Shyam Patil analyzed the potential takeout range for a Twitter buyout and believes most of the potential upside has already been captured. He sees the takeout range in the $17-$24 range and with the stock trading at $24, sees little upside. Patil recommends selling Twitter before market share losses to Snap play out as its fundamentals have deteriorated significantly since going public. Patil reiterated his Neutral rating and $15 price target on Twitter shares.

TODAY'S FREE FLY STORIES

FND

Floor & Decor Holdings

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SNE

Sony

$33.58

-0.07 (-0.21%)

, FOX

21st Century Fox

$30.05

0.16 (0.54%)

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SNE

Sony

$33.58

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FOX

21st Century Fox

$30.05

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FOXA

21st Century Fox

$30.74

0.13 (0.42%)

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VZ

Verizon

$47.36

0.66 (1.41%)

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SSNLF

Samsung

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SSNLF

Samsung

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SSNLF

Samsung

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ADM

Archer Daniels

$45.27

-0.31 (-0.68%)

19:36
04/26/17
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Archer Daniels appoints new head of global trading desk, Reuters says »

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FTI

TechnipFMC

$32.26

0.14 (0.44%)

19:35
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Earnings
TechnipFMC reports Q1 adjusted EPS 71c, consensus 33c »

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F

Ford

$11.60

0.12 (1.05%)

, GM

General Motors

$34.38

0.39 (1.15%)

19:29
04/26/17
04/26
19:29
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19:29
Periodicals
Transportation, EPA chiefs to meet with major automakers, Reuters says »

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F

Ford

$11.60

0.12 (1.05%)

GM

General Motors

$34.38

0.39 (1.15%)

TM

Toyota

$109.91

1.19 (1.09%)

VLKAY

Volkswagen

$32.13

-0.2 (-0.62%)

FCAU

Fiat Chrysler

$11.65

1.11 (10.53%)

DDAIF

Daimler AG

$74.57

-0.6001 (-0.80%)

03/08/13
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CMCSA

Comcast

$38.79

0.3 (0.78%)

, CMCSK

Comcast

19:24
04/26/17
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Hot Stocks
Comcast responds to FCC net neutrality news, says committed to open Internet »

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CMCSA

Comcast

$38.79

0.3 (0.78%)

CMCSK

Comcast

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  • 27

    Apr

PCH

Potlatch

$46.50

1.25 (2.76%)

19:18
04/26/17
04/26
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19:18
Earnings
Potlatch reports Q1 EPS 41c, consensus 20c »

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  • 27

    Apr

DBOEY

Deutsche Boerse

$9.59

-0.005 (-0.05%)

19:13
04/26/17
04/26
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Hot Stocks
Deutsche Boerse says plans EUR 200M repurchase program »

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CBLI

Cleveland BioLabs

$3.64

-0.11 (-2.93%)

19:03
04/26/17
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Hot Stocks
Cleveland BioLabs names John Szydlo principal financial officer »

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SU

Suncor

$30.62

-0.53 (-1.70%)

19:02
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Suncor to repurchase up to C$2B of company's shares through NCIB »

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NBR

Nabors Industries

$11.74

-0.03 (-0.25%)

18:53
04/26/17
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Earnings
Nabors Industries reports Q1 cont-op EPS with item (52c), consensus (35c) »

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  • 27

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RTN

Raytheon

$155.27

-0.74 (-0.47%)

18:40
04/26/17
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Raytheon awarded $375M U.S. Air Force contract »

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NOV

National Oilwell

$36.15

0.33 (0.92%)

18:38
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National Oilwell reports Q1 book-to-bill of 41% for Rig Systems »

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OIS

Oil States

$32.10

-0.3 (-0.93%)

18:36
04/26/17
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Earnings
Oil States reports Q1 adjusted EPS (34c), consensus (27c) »

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PSA

Public Storage

$223.93

-1.61 (-0.71%)

18:35
04/26/17
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Earnings
Public Storage reports Q1 core FFO $2.37, consensus $1.65 »

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NOV

National Oilwell

$36.15

0.33 (0.92%)

18:31
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Earnings
National Oilwell reports Q1 adjusted EPS (17c), consensus (21c) »

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  • 27

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PUB

People's Utah Bancorp

$27.55

-0.2 (-0.72%)

18:25
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BSFT

BroadSoft

$38.70

0.45 (1.18%)

18:17
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RJF

Raymond James

$75.74

0.55 (0.73%)

18:14
04/26/17
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Raymond James reports Q2 adjusted EPS $1.28, consensus $1.14 »

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UCTT

Ultra Clean

$17.51

-0.2 (-1.13%)

, TER

Teradyne

$33.77

0.21 (0.63%)

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On The Fly: After Hours Movers »

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UCTT

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TER

Teradyne

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CRY

CryoLife

$16.75

0.5 (3.08%)

ALSN

Allison Transmission

$37.47

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MKSI

MKS Instruments

$75.35

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AXTI

AXT, Inc.

$6.15

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PYPL

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$44.41

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GGG

Graco

$99.80

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NOW

ServiceNow

$90.92

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XLNX

Xilinx

$59.99

-0.7 (-1.15%)

WPG

Washington Prime

$8.92

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MMLP

Martin Midstream Partners

$19.55

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CAVM

Cavium

$70.93

-0.31 (-0.44%)

WLL

Whiting Petroleum

$8.07

-0.22 (-2.65%)

ROG

Rogers Corporation

$92.47

3.23 (3.62%)

INTU

Intuit

$115.81

-3.27 (-2.75%)

WTW

Weight Watchers

$20.16

1.33 (7.06%)

HRB

H&R Block

$23.89

-0.35 (-1.44%)

MLNX

Mellanox

$50.90

-0.05 (-0.10%)

FFIV

F5 Networks

$137.30

-0.89 (-0.64%)

CMPR

Cimpress

$86.25

-0.07 (-0.08%)

CTXS

Citrix

$84.12

0.07 (0.08%)

NTGR

Netgear

$51.35

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ETH

Ethan Allen

$31.25

0.15 (0.48%)

AMGN

Amgen

$164.61

-0.09 (-0.05%)

KN

Knowles

$19.59

0.04 (0.20%)

BWLD

Buffalo Wild Wings

$162.40

-0.4 (-0.25%)

ORLY

O'Reilly Automotive

$265.07

1.11 (0.42%)

SAM

Boston Beer

$141.85

-2.45 (-1.70%)

AMSC

AMSC

$7.70

0.3 (4.05%)

SFST

Southern First Bancshares

$33.05

0.25 (0.76%)

BRKL

Brookline Bancorp

$15.95

0.35 (2.24%)

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NWE

NorthWestern

$59.92

-0.23 (-0.38%)

18:13
04/26/17
04/26
18:13
04/26/17
18:13
Earnings
Breaking Earnings news story on NorthWestern »

NorthWestern backs FY17…

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