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CRM

Salesforce

$68.42

-4.21 (-5.80%)

, TWTR

Twitter

$24.87

1.35 (5.74%)

08:50
10/06/16
10/06
08:50
10/06/16
08:50

Salesforce shares should be bought, says Baird

Baird analyst Steven Ashley noted that Salesforce (CRM) CEO Mark Benioff said his company has all the customer data it needs, which he reads as meaning it would not need to make an acquisition of Twitter (TWTR) purely for data. The analyst also said the company's board is acutely aware of their responsibility to shareholders when it comes to Salesforce's stock and the potential negative impact on shares that a Twitter deal could pose. Ashley reiterated his Outperform rating and $90 price target on Salesforce shares.

CRM

Salesforce

$68.42

-4.21 (-5.80%)

TWTR

Twitter

$24.87

1.35 (5.74%)

  • 30

    Nov

CRM Salesforce
$68.42

-4.21 (-5.80%)

10/06/16
MKMP
10/06/16
NO CHANGE
Target $93
MKMP
Buy
Salesforce acquisitions fears lowered but not eliminated, says MKM Partners
MKM Partners analyst Kevin Buttigieg said Salesforce (CRM) CEO Mark Benioff did not completely dispel investor fears of a Twitter (TWTR) acquisitions but likely dispelled their worst fears, indicating shares will likely firm near-term. Buttigieg believes Salesforce's message was that any asset has a price and the company is likely to bid for Twitter, but at a valuation much less than investors have previously feared and likely below the current share price. The analyst said either way, the likelihood of a Twitter acquisition has been reduced, but not eliminated, and any deal consummation will result in a negative share reaction for Salesforce shares given investor fears of a decline in Twitter's business and lack of a strategic fit. Buttigieg rates Salesforce a Buy with a $93 price target on shares.
10/06/16
RHCO
10/06/16
NO CHANGE
RHCO
Twitter could help Salesforce develop new product, says SunTrust
SunTrust analyst John Rizzuto says that Twitter (TWTR) could help Salesforce (CRM) develop an "information service" or "collaboration" cloud. The analyst says that the product would allow "Salesforce, partners and third parties to build next generation applications that could more readily integrate Twitter feeds and/or utilize Twitter and other external data sources with proprietary data sources." Rizzuto keeps a Neutral rating on Twitter and a Buy rating on Salesforce.
10/06/16
KEYB
10/06/16
NO CHANGE
KEYB
Salesforce long-term growth outlook positive, says KeyBanc
After conducting checks at Salesforce's Dreamforce event this week, Keybanc says that Salesforce "has a long runway" in marketing, service, commerce and application clouds. The firm says that the company continues to have strong momentum in the large enterprise market. It keeps a $95 price target and Overweight rating on the stock.
10/06/16
ROTH
10/06/16
NO CHANGE
Target $103
ROTH
Buy
Salesforce should be bought on pullback, says Roth Capital
Roth Capital analyst Richard Baldry says Salesforce's (CRM) shares are down roughly 20% from their recent highs, pressured by rumors of a potential bid for Twitter (TWTR) and a recent revenue guidance increase for the second half of 2017 that was back-end loaded enough to leave his Q3 forecast lowered. However, the analyst believes the pullback offers investors an attractive entry point and advocates buying on weakness. Baldry reiterates a Buy rating and $103 price target on Salesforce's shares given the company's strong fundamentals and sector dominance.
TWTR Twitter
$24.87

1.35 (5.74%)

10/06/16
SBSH
10/06/16
NO CHANGE
Target $89
SBSH
Buy
Citi says Salesforce buying Twitter 'nearly impossible' above $28/share
Citi analyst Walter Pritchard believes a Salesforce (CRM) acquisition of Twitter (TWTR) is possible financially but that such a deal would put "significant constraints" on the company for the next three-plus years. The analyst sees "very little reason" for Salesforce to own Twitter and feels the acquisition "would pose a difficult decision" for CEO Marc Benioff and the board. Salesforce closed yesterday down 6%, or $4.21, to $68.42. Recode reported last night that the company is likely the only bidder left for Twitter after Disney (DIS) and Alphabet (GOOG) opted not to pursue a deal while Apple (AAPL) is unlikely. Twitter in pre-market trading is down 14% to $21.50. In order for Salesforce to avoid a shareholder vote, it would have to borrow $7.5B to fund the transaction if Twitter were valued at $20B, or $27.50-$28 per share, Pritchard tells investors in a research note. This is a level that likely constrains the company with little additional borrowing capacity for other deals, the analyst contends. He thinks the deal is "nearly impossible to do" for Salesforce should the bidding for Twitter go above $20B or $28 per share. Pritchard has a Buy rating on Salesforce with an $89 price target.

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DBOEY

Deutsche Boerse

$8.60

-0.045 (-0.52%)

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MESO

Mesoblast

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LIOX

Lionbridge

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CMCSA

Comcast

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$37.89

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CMCSK

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Time Warner

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0.6225 (0.64%)

LGF.A

Lionsgate

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LGF.B

Lionsgate

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DIS

Disney

$110.32

0.59 (0.54%)

FOX

21st Century Fox

$30.23

0.23 (0.77%)

FOXA

21st Century Fox

$30.61

0.27 (0.89%)

VIA

Viacom

VIAB

Viacom

$43.89

0.03 (0.07%)

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WAT

Waters

$156.40

1.51 (0.97%)

16:38
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  • 02

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CR

Crane

$73.21

1.18 (1.64%)

16:36
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  • 02

    Mar

DBOEY

Deutsche Boerse

$8.60

-0.045 (-0.52%)

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BCO

Brink's

$52.00

0.7 (1.36%)

16:33
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  • 02

    Mar

XOM

Exxon Mobil

$81.08

-0.7 (-0.86%)

16:28
02/26/17
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16:28
Conference/Events
Exxon Mobil to host analyst meeting with a conference call hook-up »

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TXMD

TherapeuticsMD

$5.84

0.2 (3.55%)

16:22
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  • 01

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MYL

Mylan

$42.16

-0.17 (-0.40%)

16:19
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Mylan to host investor day with a conference call hook-up »

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  • 01

    Mar

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MCD

McDonald's

$128.65

0.38 (0.30%)

16:16
02/26/17
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McDonald's to host investor meeting »

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HSY

Hershey

$108.90

0.25 (0.23%)

16:13
02/26/17
02/26
16:13
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Conference/Events
Hershey to hold a webcast »

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  • 01

    Mar

SSNLF

Samsung

, FB

Facebook

$135.44

0.08 (0.06%)

16:10
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Samsung

FB

Facebook

$135.44

0.08 (0.06%)

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SSNLF

Samsung

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  • 19

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SSNLF

Samsung

, HAR

Harman

$111.44

0.34 (0.31%)

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HAR

Harman

$111.44

0.34 (0.31%)

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  • 19

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EFX

Equifax

$129.38

0.16 (0.12%)

16:06
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Equifax management to meet with investors »

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  • 28

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MRK

Merck

$66.16

0.31 (0.47%)

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  • 02

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EFX

Equifax

$129.38

0.16 (0.12%)

16:03
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  • 28

    Feb

NOK

Nokia

$5.14

-0.01 (-0.19%)

15:58
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  • 27

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TGT

Target

$66.51

1.53 (2.35%)

15:45
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  • 27

    Feb

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GPRO

GoPro

$9.43

-0.14 (-1.46%)

15:42
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  • 28

    Feb

LGND

Ligand

$100.38

-2.46 (-2.39%)

15:40
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  • 28

    Feb

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HURN

Huron

$44.30

-0.8 (-1.77%)

15:39
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  • 28

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ENS

EnerSys

$75.98

-0.77 (-1.00%)

15:36
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