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VMW

VMware

$73.42

0.97 (1.34%)

, AMZN

Amazon.com

$834.03

-2.71 (-0.32%)

11:42
10/05/16
10/05
11:42
10/05/16
11:42

VMware to announce cloud partnership with Amazon, Fortune says

VMW

VMware

$73.42

0.97 (1.34%)

AMZN

Amazon.com

$834.03

-2.71 (-0.32%)

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VMW VMware
$73.42

0.97 (1.34%)

09/08/16
09/08/16
UPGRADE
Target $87

Buy
Follow-up: VMware upgraded to Buy at Cleveland Research
As previously reported, Cleveland Research upgraded VMware to Buy from Neutral and sees upside to $87. The firm's analyst is encouraged by vSAN and NSX performance in 2H 2016 and into 2017, less worse declines of vSphere, and increased confidence in potential contributions from the Dell relationship. Cleveland has increased our bookings and FCF assumptions into FY17 to reflect the optimistic feedback from channel partners.
09/12/16
RBCM
09/12/16
INITIATION
RBCM
Outperform
VMware reinstated with an Outperform at RBC Capital
RBC Capital analyst Matthew Hedberg thinks that VMware's results can beat lowered expectations, driven by its new products. Hedberg says that the stock's risk/reward ratio is favorable relative to its peers following the decline in the shares. He set an $88 price target on the shares.
09/13/16
LEHM
09/13/16
INITIATION
Target $82
LEHM
Equal Weight
VMware reinstated with an Equal Weight at Barclays
Barclays analyst Raimo Lenschow reinstated VMware with an Equal Weight rating and $82 price target.
10/04/16
OTRG
10/04/16
NO CHANGE
OTRG
VMware channel business read remains negative, says OTR Global
OTR Global's VMware partner channel checks remain negative with Q3 sales goals below plan at a majority surveyed. The firm's analyst said interest in NSX and other advanced solutions is building but revenue from new products is not enough to offset the slowdown in the core virtualization business, and direct sales interference is hurting channel partners ability to close deals.
AMZN Amazon.com
$834.03

-2.71 (-0.32%)

10/03/16
BARD
10/03/16
NO CHANGE
BARD
Baird says impact on eBay from Facebook's Marketplace likely limited for now
Baird analyst Colin Sebastian said Facebook's (FB) launch of its long-anticipated peer-to-peer commerce platform, "Marketplace," came "much later" than he anticipated, but he still thinks Facebook is well positioned to compete in consumer shopping. Facebook's latest e-commerce effort will create headlines around competitive pressure, but Sebastian thinks Amazon (AMZN) and eBay (EBAY) will be "minimally impacted" in the near term given their scale, brand awareness, and much more advanced e-commerce capabilities. eBay may be most exposed, but the analyst also notes that 80% of its listings are new products, which may have limited overlap with Facebook listings.
10/04/16
PIPR
10/04/16
NO CHANGE
Target $900
PIPR
Overweight
Amazon.com unit growth tracking better than expectations, says Piper Jaffray
Piper Jaffray analyst Gene Munster says his firm's analysis of Google search trends indicates Amazon.com's unit growth is tracking up 25%-27% in the September quarter versus expectations of 23%-26%. Munster estimates that the overall global e-commerce market growth is approximately 15%, which he believes suggests that Amazon is gaining "material market share." The analyst continues to view Amazon as the best positioned stock in his coverage universe over the next five years. He maintains an Overweight rating on the shares with a $900 price target.
10/05/16
MSCO
10/05/16
NO CHANGE
Target $950
MSCO
Overweight
Amazon.com price target raised to $950 from $800 at Morgan Stanley
Morgan Stanley analyst Brian Nowak raised Amazon.com's price target to $950 from $800 to reflect the continued ramp in Prime subscribers. The analyst said Amazon's Prime subscribers are now at 60M members and he expects Prime subscriber spending to be approximately 4.5X that of non-Prime users. Nowak raised his 2017 CSOI estimate by 4% to $530M to reflect a larger gross profit pool that more than offsets higher streaming content costs and a large expected fulfillment build in 2017. The analyst recommends buying Amazon on any investor sentiment swings due to potential below Street Q1 2017 guidance in January and maintains his Overweight rating.
10/05/16
RHCO
10/05/16
NO CHANGE
Target $850
RHCO
Neutral
Amazon.com price target raised to $850 from $800 at SunTrust
SunTrust analyst Robert Peck continues to think Amazon will benefit from the Prime flywheel, higher third-party adoption, and secular Web Services growth, but he keeps a Neutral rating on the stock, citing the positive assumptions already "baked into" Street expectations, rising competition, its high capital intensity and tough comps. The analyst raised his price target on Amazon shares to $850 from $800.

TODAY'S FREE FLY STORIES

ELLI

Ellie Mae

$110.72

1.55 (1.42%)

16:45
04/27/17
04/27
16:45
04/27/17
16:45
Earnings
Ellie Mae sees Q2 adjusted EPS 50c-53c, consensus 53c »

Sees Q2 revenue…

03/08/13
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03/08/13
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03/06/13
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SPSC

SPS Commerce

$56.15

0.75 (1.35%)

16:45
04/27/17
04/27
16:45
04/27/17
16:45
Earnings
SPS Commerce sees Q2 EPS 18c-20c, consensus 19c »

Sees Q2 revenue…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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HLS

HealthSouth

$43.50

0.03 (0.07%)

16:44
04/27/17
04/27
16:44
04/27/17
16:44
Earnings
HealthSouth backs FY17 adjusted EPS view $2.61-$2.73, consensus $2.66 »

Backs FY17 revenue view…

03/08/13
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  • 28

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LEG

Leggett & Platt

$53.59

-0.45 (-0.83%)

16:44
04/27/17
04/27
16:44
04/27/17
16:44
Earnings
Leggett & Platt reports Q1 EPS 62c, consensus 59c »

Reports Q1 revenue $960M,…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 28

    Apr

TBBK

The Bancorp

$5.06

-0.15 (-2.88%)

16:44
04/27/17
04/27
16:44
04/27/17
16:44
Earnings
The Bancorp reports Q1 cont ops EPS 11c, consensus 7c »

Non-interest expense was…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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SPSC

SPS Commerce

$56.15

0.75 (1.35%)

16:44
04/27/17
04/27
16:44
04/27/17
16:44
Earnings
SPS Commerce reports Q1 EPS 25c, consensus 19c »

Reports Q1 revenue…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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ELLI

Ellie Mae

$110.72

1.55 (1.42%)

16:43
04/27/17
04/27
16:43
04/27/17
16:43
Earnings
Ellie Mae reports Q1 adjusted EPS 25c, consensus 21c »

Reports Q1 revenue $93M,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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FII

Federated Investors

$28.08

0.18 (0.65%)

16:43
04/27/17
04/27
16:43
04/27/17
16:43
Earnings
Federated Investors reports Q1 EPS 49c, consensus 46c »

Reports Q1 revenue…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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HLS

HealthSouth

$43.50

0.03 (0.07%)

16:43
04/27/17
04/27
16:43
04/27/17
16:43
Earnings
HealthSouth reports Q1 adjusted EPS 70c, consensus 65c »

Reports Q1 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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LUV

Southwest

$55.75

-1.19 (-2.09%)

, AAL

American Airlines

$43.98

-2.42 (-5.22%)

16:43
04/27/17
04/27
16:43
04/27/17
16:43
General news
On The Fly: Top stock stories for Thursday »

Stocks began the session…

LUV

Southwest

$55.75

-1.19 (-2.09%)

AAL

American Airlines

$43.98

-2.42 (-5.22%)

UAL

United Continental

$70.70

-0.63 (-0.88%)

CMCSA

Comcast

$39.59

0.8 (2.06%)

CMCSK

Comcast

UPS

UPS

$108.83

1.21 (1.12%)

PYPL

PayPal

$47.15

2.74 (6.17%)

UAA

Under Armour

$21.67

1.96 (9.94%)

F

Ford

$11.47

-0.13 (-1.12%)

DOW

Dow Chemical

$63.19

-1.14 (-1.77%)

SNCR

Synchronoss

$13.29

-11.33 (-46.02%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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IVC

Invacare

$13.25

0.2 (1.53%)

16:42
04/27/17
04/27
16:42
04/27/17
16:42
Hot Stocks
Invacare reports completion of consent decree milestones »

Invacare reported it has…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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VCRA

Vocera

$24.96

0.42 (1.71%)

16:41
04/27/17
04/27
16:41
04/27/17
16:41
Earnings
Vocera sees Q2 adjusted EPS (8c)-(3c), consensus 2c »

Sees Q2 revenue…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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BNFT

Benefitfocus

$30.85

0.9 (3.01%)

16:41
04/27/17
04/27
16:41
04/27/17
16:41
Earnings
Benefitfocus sees FY17 EPS (37c)-(24c), consensus (31c) »

Sees FY17 revenue…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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VCRA

Vocera

$24.96

0.42 (1.71%)

16:41
04/27/17
04/27
16:41
04/27/17
16:41
Earnings
Vocera cuts FY17 adjusted EPS view to 2c-19c from 7c-24c, consensus 19c »

Backs FY17 revenue view…

03/08/13
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03/06/13
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03/06/13
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SSNC

SS&C

$37.65

0.34 (0.91%)

16:41
04/27/17
04/27
16:41
04/27/17
16:41
Earnings
SS&C sees FY17 adjusted revenue $1.66B-$1.69B, consensus $1.67B »

Reports FY17 adjusted net…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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VCRA

Vocera

$24.96

0.42 (1.71%)

16:40
04/27/17
04/27
16:40
04/27/17
16:40
Earnings
Vocera reports Q1 adjusted EPS (5c), consensus (8c) »

Reports Q1 revenue…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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BNFT

Benefitfocus

$30.85

0.9 (3.01%)

16:40
04/27/17
04/27
16:40
04/27/17
16:40
Earnings
Benefitfocus sees Q2 EPS (16c)-(13c), consensus (13c) »

Sees Q2 revenue…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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IRET

Investors Real Estate

$6.07

-0.09 (-1.46%)

16:40
04/27/17
04/27
16:40
04/27/17
16:40
Hot Stocks
Investors Real Estate announces CEO, senior management changes »

IRET, in a continuation…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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SSNC

SS&C

$37.65

0.34 (0.91%)

16:39
04/27/17
04/27
16:39
04/27/17
16:39
Earnings
SS&C sees Q2 adjusted revenue $408M-$416M, consensus $412.69M »

Sees Q2 adjusted net…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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MSTR

MicroStrategy

$192.49

-0.52 (-0.27%)

16:39
04/27/17
04/27
16:39
04/27/17
16:39
Earnings
MicroStrategy reports Q1 GAAP EPS $1.28, may not compare to consensus $1.47 »

Reports Q1 adjusted…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 27

    Apr

ECOL

US Ecology

$48.45

-0.25 (-0.51%)

16:39
04/27/17
04/27
16:39
04/27/17
16:39
Earnings
US Ecology backs FY17 EPS $1.69-$1.93, consensus $1.79 »

"Overall, business…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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SSNC

SS&C

$37.65

0.34 (0.91%)

16:38
04/27/17
04/27
16:38
04/27/17
16:38
Earnings
SS&C reports Q1 adjusted EPS 44c, consensus 44c »

Reports Q1 adjusted…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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INVA

Innoviva

$12.59

-0.26 (-2.02%)

16:38
04/27/17
04/27
16:38
04/27/17
16:38
Earnings
Innoviva reports Q1 adjusted EPS 19c, consensus 26c »

Reports Q1 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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    Apr

BNFT

Benefitfocus

$30.85

0.9 (3.01%)

16:38
04/27/17
04/27
16:38
04/27/17
16:38
Earnings
Benefitfocus reports Q1 EPS (11c), consensus (13c) »

Reports Q1 revenue…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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    Apr

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SRPT

Sarepta

$34.72

-0.14 (-0.40%)

16:38
04/27/17
04/27
16:38
04/27/17
16:38
Earnings
Sarepta raises FY17 revenue from above $80M to above $95M, consensus $97.78M »

"Based on the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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