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CRM

Salesforce

$71.26

2.84 (4.15%)

, TWTR

Twitter

$19.87

-5 (-20.10%)

06:52
10/07/16
10/07
06:52
10/07/16
06:52

Piper sees 'clouds parting' on Salesforce valuation

Salesforce CEO Marc Benioff mostly calmed nerves over a potential Twitter (TWTR) acquisition by saying at the company's analyst day, "While we look at everything, we pass on almost everything," Piper Jaffray analyst Alex Zukin tells investors in a research note. The comment does not completely take a deal for Twitter off the table, but the probability of a transformational acquisition is now "dramatically lower," Zukin contends. As such, the analyst feels the "clouds are parting" on Salesforce's valuation "with sunshine ahead." Zukin believes the company has a "clear line of sight" to $10B in revenue in FY17. He keeps an Overweight rating on the shares with a $100 price target. Salesforce closed yesterday up $2.84, or 4%, to $71.26.

CRM

Salesforce

$71.26

2.84 (4.15%)

TWTR

Twitter

$19.87

-5 (-20.10%)

  • 30

    Nov

CRM Salesforce
$71.26

2.84 (4.15%)

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.
10/06/16
BARD
10/06/16
NO CHANGE
Target $90
BARD
Outperform
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.
10/06/16
COWN
10/06/16
NO CHANGE
Target $100
COWN
Outperform
Salesforce shares should rebound with no Twitter deal, says Cowen
Cowen analyst J.Derrick Wood expects shares of Salesforce (CRM) to rebound if the company does not buy Twitter (TWTR), which he believes will not happen. The analyst believes investors will return to fundamentals and the analyst believes upside momentum in Salesforce's core business will return in Q3. Wood reiterated his Outperform rating and $100 price target on Salesforce shares.
10/06/16
BMOC
10/06/16
NO CHANGE
BMOC
Twitter acquisition would hurt Salesforce, says BMO Capital
BMO Capital analyst Keith Bachman says that an acquisition of Twitter (TWTR) by Salesforce (CRM) would " offer little strategic fit, would slow revenue growth and would be dilutive to (free cash flow) margins." Bachman thinks that the deal would cause Salesforce's stock to drop significantly,. and he says that the company's stock would be worth $65 if it pulls the trigger on Twitter. The analyst says that Salesforce's current valuation is attractive if it does not buy Twitter. He keeps an $86 price target and Outperform rating on Salesforce.
TWTR Twitter
$19.87

-5 (-20.10%)

TODAY'S FREE FLY STORIES

LEG

Leggett & Platt

$53.59

-0.45 (-0.83%)

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TBBK

The Bancorp

$5.06

-0.15 (-2.88%)

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SPSC

SPS Commerce

$56.15

0.75 (1.35%)

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ELLI

Ellie Mae

$110.72

1.55 (1.42%)

16:43
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Ellie Mae reports Q1 adjusted EPS 25c, consensus 21c »

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FII

Federated Investors

$28.08

0.18 (0.65%)

16:43
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HLS

HealthSouth

$43.50

0.03 (0.07%)

16:43
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HealthSouth reports Q1 adjusted EPS 70c, consensus 65c »

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LUV

Southwest

$55.75

-1.19 (-2.09%)

, AAL

American Airlines

$43.98

-2.42 (-5.22%)

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LUV

Southwest

$55.75

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AAL

American Airlines

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UAL

United Continental

$70.70

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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%)

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IVC

Invacare

$13.25

0.2 (1.53%)

16:42
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VCRA

Vocera

$24.96

0.42 (1.71%)

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

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BNFT

Benefitfocus

$30.85

0.9 (3.01%)

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

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VCRA

Vocera

$24.96

0.42 (1.71%)

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

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SSNC

SS&C

$37.65

0.34 (0.91%)

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

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VCRA

Vocera

$24.96

0.42 (1.71%)

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

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BNFT

Benefitfocus

$30.85

0.9 (3.01%)

16:40
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Benefitfocus sees Q2 EPS (16c)-(13c), consensus (13c) »

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IRET

Investors Real Estate

$6.07

-0.09 (-1.46%)

16:40
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SSNC

SS&C

$37.65

0.34 (0.91%)

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

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MSTR

MicroStrategy

$192.49

-0.52 (-0.27%)

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

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  • 27

    Apr

ECOL

US Ecology

$48.45

-0.25 (-0.51%)

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

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SSNC

SS&C

$37.65

0.34 (0.91%)

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

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INVA

Innoviva

$12.59

-0.26 (-2.02%)

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

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BNFT

Benefitfocus

$30.85

0.9 (3.01%)

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

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SRPT

Sarepta

$34.72

-0.14 (-0.40%)

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

"Based on the…

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ECOL

US Ecology

$48.45

-0.25 (-0.51%)

16:37
04/27/17
04/27
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16:37
Earnings
US Ecology reports Q1 EPS 24c, consensus 30c »

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  • 28

    Apr

  • 09

    May

GOOGL

Alphabet Class A

$891.44

2.3 (0.26%)

16:37
04/27/17
04/27
16:37
04/27/17
16:37
Hot Stocks
Alphabet Class A shares rise 5% to $935 after earnings beat »

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AIQUY

Air Liquide

$24.16

-0.23 (-0.94%)

, LECO

Lincoln Electric

$89.58

-0.71 (-0.79%)

16:37
04/27/17
04/27
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16:37
Hot Stocks
Air Liquide to sell welding unit to Lincoln Electric France »

Air Liquide (AIQUY)…

AIQUY

Air Liquide

$24.16

-0.23 (-0.94%)

LECO

Lincoln Electric

$89.58

-0.71 (-0.79%)

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  • 09

    May

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