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ADSK

Autodesk

$72.01

-0.82 (-1.13%)

, MSFT

Microsoft

$57.80

0.06 (0.10%)

13:47
10/09/16
10/09
13:47
10/09/16
13:47

Autodesk investors should take profits, Barron's says

Autodesk (ADSK) investors should look to take profits, as most of the benefit from the company's transition to subscription pricing is already reflected in the shares, Barron's contends in a 'Follow Up' column. The publication argues that cloud-focused Microsoft (MSFT) "could be a good place to park those Autodesk profits." Reference Link

ADSK

Autodesk

$72.01

-0.82 (-1.13%)

MSFT

Microsoft

$57.80

0.06 (0.10%)

  • 10

    Oct

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    Oct

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    Oct

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    Nov

ADSK Autodesk
$72.01

-0.82 (-1.13%)

08/29/16
08/29/16
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. Harley-Davidson (HOG) downgraded to Underperform from Neutral at Longbow, with analyst David MacGregor telling investors that his dealer checks indicate wholesale shipments at the low end of the guidance range. MacGregor expects an increasingly competitive market environment and does not see a positive catalyst for shares over the next 18 months. 2. Autodesk (ADSK) downgraded to Underweight from Neutral at MUFG, as analyst Stephen Bersey said he has "far-less conviction" in his estimates given his and management's limited visibility about the current and future business trends. The analyst keeps a $50 rice target for the shares following the company's Q2 results. 3. Square (SQ) downgraded to Neutral from Buy at BTIG by analyst Mark Palmer, who views the stock as fairly valued following the recent rally. 4. Signet Jewelers (SIG) downgraded to Accumulate from Buy at Johnson Rice, with analyst David Mann citing comps declines at all three its U.S. divisions, which he expects to continue in the second half. The slower comps at Zales are particularly disconcerting, Mann tells investors. 5. Fiesta Restaurant (FRGI) downgraded to Neutral from Overweight at Piper Jaffray, with analyst Nicole Miller Regan citing uncertainty following the unexpected retirement of the company's' long-standing CEO and the board's decision to reevaluate strategic plans. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, Reference Link
08/30/16
RSBL
08/30/16
DOWNGRADE
RSBL
Sell
Autodesk downgraded to Sell from Neutral at Rosenblatt
Rosenblatt analyst Kirk Adams downgraded Autodesk to Sell saying shares are "priced for perfection" through FY2020.
08/30/16
08/30/16
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. Autodesk (ADSK) downgraded to Sell from Neutral at Rosenblatt, as analyst Kirk Adams believes the shares are "priced for perfection" through fiscal year 2020. 2. Pacific Crest analyst Rob Owens downgraded Imperva (IMPV) to Sector Weight from Overweight, saying the company's fundamentals continue to be challenged. The analyst sees a "limited number" of strategic suitors for Imperva and thinks the current share price could prevent "meaningful upside" should a buyer step in. Owens coupled the downgrade with upgrades this morning of Barracuda (CUDA) and Fortinet (FTNT) to Overweight. 3. ManTech (MANT) downgraded to Underperform from Market Perform at Wells Fargo, with analyst Ed Caso citing valuation. Caso believes the shares are "ahead of themselves" and he keeps a $33-$34 price target range for the name. 4. Signet Jewelers (SIG) downgraded to Neutral from Overweight at JPMorgan by analyst Anne Samuel, citing fundamental headwinds after the company lowered its 2017 outlook. 5. Seaport Global analysts led by Mike Kelly downgraded Rice Energy (RICE) and Marathon Oil (MRO), each to Neutral from Buy, citing valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/14/16
EVER
09/14/16
INITIATION
Target $80
EVER
Buy
Autodesk initiated with a Buy at Evercore ISI
Target $80.
MSFT Microsoft
$57.80

0.06 (0.10%)

09/13/16
PACS
09/13/16
NO CHANGE
PACS
Microsoft cloud revenue could triple in four years, says Pacific Crest
Pacific Crest analyst Brent Bracelin says that Microsoft's cloud revenue "has the potential to triple in four years to $40B plus." The analyst thinks that the company could use artificial technology to create new "smart applications." He says the shares could exceed their all-time high of $58.72 and keeps a $65 price target and Overweight rating on the stock.
09/23/16
RHCO
09/23/16
NO CHANGE
RHCO
Buy
SunTrust says Twitter would help Salesforce deal with Microsoft
SunTrust analyst John Rizzuto believes a potential acquisition of Twitter (TWTR) could give Salesforce (CRM) a "strong external social platform" that can enhance its ecosystem while addressing the longer-term threat from Microsoft (MSFT). With less than $2B of cash on hand, Salesforce would need to raise much of the required capital as equity with a smaller debt component, Rizzuto tells investors in a research note. The analyst remains positive on Salesforce shares with a Buy rating. CNBC's David Faber reported earlier today that Twitter is getting closer to a sale and he named Salesforce as one of the potential suitors. Salesforce is down 5% to $70.69 while Twitter is up 19% to $22.12 in afternoon trading.
09/26/16
CANT
09/26/16
NO CHANGE
Target $42
CANT
Buy
Yelp takeout chances increased with share conversion, says Cantor
Yelp's (YELP) conversion of Class B super-voting shares into regular Class A shares late last week increases the company's takeout potential, Cantor Fitzgerald analyst Youssef Squali tells investors in a research note. Yelp, especially following recent improvements in the underlying growth fundamentals of the business, has become "an easier, and more likely" acquisition target, the analyst contends. The analyst views Facebook (FB), Priceline (PCLN), TripAdvisor (TRIP) and Microsoft (MSFT) as potential acquirers of Yelp. Squali estimates Yelp could be worth $53 per share in a takeout. He keeps a Buy rating on the stock with a $42 price target. The stock is up 2% to $40.35 in early trading.
10/06/16
OPCO
10/06/16
NO CHANGE
OPCO
Microsoft, Amazon well positioned to enable cloud, AI trends, says Oppenheimer
Oppenheimer analyst Timothy Horan notes that machine learning and artificial intelligence have been use to improve applications and acceleration of infrastructure builds, with "intelligent software" designed to make lives easier and more productive. Further, the analyst sees communications and cloud services continuing to converge, with infrastructure and data as key components to AI. Microsoft (MSFT) and Amazon (AMZN) Web Service are well positioned to enable these trends, he contends, adding that he see colocation providers, such as Equinix (EQIX) and Interxion (INXN), and networking companies like Zayo Group (ZAYO) GTT Communications (GTT) as beneficiaries.

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SXT

Sensient

$75.90

0.19 (0.25%)

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MRVL

Marvell

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Avis Budget

$38.08

0.16 (0.42%)

07:30
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Options
Unusual put flow in option market yesterday »

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MRVL

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GIS

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FINL

Finish Line

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HOG

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JBLU

JetBlue

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MXWL

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TMUS

T-Mobile

$63.39

-0.13 (-0.20%)

, S

Sprint

07:29
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09/22
07:29
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Periodicals
T-Mobile, Sprint close to agreeing on deal terms, Reuters reports »

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TMUS

T-Mobile

$63.39

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S

Sprint

DTEGY

Deutsche Telekom

$18.36

-0.39 (-2.08%)

SFTBF

SoftBank

$81.50

-1.14 (-1.38%)

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EADSY

Airbus

$23.07

0.78 (3.50%)

, BA

Boeing

$256.04

0.58 (0.23%)

07:29
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07:29
Periodicals
Turkish Airlines mulls Airbus order following Boeing deal, Reuters reports »

Turkish Airlines has…

EADSY

Airbus

$23.07

0.78 (3.50%)

BA

Boeing

$256.04

0.58 (0.23%)

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ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

, VSAR

Versartis

$21.60

-0.25 (-1.14%)

07:28
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09/22
07:28
09/22/17
07:28
Recommendations
Ascendis Pharma, Versartis analyst commentary  »

Ascendis Pharma price…

ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

VSAR

Versartis

$21.60

-0.25 (-1.14%)

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SPX

S&P 500

07:28
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09/22
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07:28
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TMUS

T-Mobile

$63.39

-0.13 (-0.20%)

, S

Sprint

07:27
09/22/17
09/22
07:27
09/22/17
07:27
Periodicals
Breaking Periodicals news story on T-Mobile, Sprint, Deutsche Telekom, SoftBank »

T-Mobile, Sprint close to…

TMUS

T-Mobile

$63.39

-0.13 (-0.20%)

S

Sprint

DTEGY

Deutsche Telekom

$18.36

-0.39 (-2.08%)

SFTBF

SoftBank

$81.50

-1.14 (-1.38%)

03/08/13
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Citigroup
03/06/13
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FB

Facebook

$171.11

-1.06 (-0.62%)

07:26
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Hot Stocks
Trump says Russia 'hoax' now onto Facebook ads »

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07:25
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General news
FX Update: »

FX Update: USD-JPY dove…

JNJ

Johnson & Johnson

$131.75

-1.47 (-1.10%)

07:24
09/22/17
09/22
07:24
09/22/17
07:24
Conference/Events
FDA PDUFA Date for Janssen Biotech, a Johnson & Johnson company, Sirukumab »

Janssen Biotech, a…

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KBH

KB Home

$20.78

0.07 (0.34%)

07:24
09/22/17
09/22
07:24
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07:24
Recommendations
KB Home analyst commentary  »

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CUB

Cubic

$46.80

0.6 (1.30%)

07:23
09/22/17
09/22
07:23
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07:23
Upgrade
Cubic rating change  »

Cubic upgraded to Strong…

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MRK

Merck

$65.60

-0.19 (-0.29%)

07:21
09/22/17
09/22
07:21
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07:21
Conference/Events
FDA PDUFA Date for Merck's sBLA for KEYTRUDA is September 22, 2017 »

Merck's anti-PD-1…

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GOOG

Alphabet

$932.45

0.87 (0.09%)

, GOOGL

Alphabet Class A

$947.55

0.01 (0.00%)

07:21
09/22/17
09/22
07:21
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07:21
Periodicals
Google, partners to issue refunds to advertisers over fake traffic, WSJ reports »

Google is planning to…

GOOG

Alphabet

$932.45

0.87 (0.09%)

GOOGL

Alphabet Class A

$947.55

0.01 (0.00%)

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JNJ

Johnson & Johnson

$131.75

-1.47 (-1.10%)

07:21
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09/22
07:21
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Johnson & Johnson analyst commentary  »

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ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

, VSAR

Versartis

$21.60

-0.25 (-1.14%)

07:18
09/22/17
09/22
07:18
09/22/17
07:18
Recommendations
Ascendis Pharma, Versartis analyst commentary  »

Ascendis Pharma price…

ASND

Ascendis Pharma

$27.74

-1.55 (-5.29%)

VSAR

Versartis

$21.60

-0.25 (-1.14%)

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MA

MasterCard

$141.72

-0.52 (-0.37%)

07:17
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07:17
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BP

BP

$37.70

0.47 (1.26%)

, SLB

Schlumberger

$68.09

0.47 (0.70%)

07:17
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09/22
07:17
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07:17
Conference/Events
Federal Reserve Banks of Dallas and Kansas City hold a conference »

2017 Energy Conference:…

BP

BP

$37.70

0.47 (1.26%)

SLB

Schlumberger

$68.09

0.47 (0.70%)

GS

Goldman Sachs

$231.29

1.5 (0.65%)

PAA

Plains All American

$21.72

-0.33 (-1.50%)

CLR

Continental Resources

$37.66

-0.15 (-0.40%)

CHK

Chesapeake

$4.17

-0.02 (-0.48%)

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GOOG

Alphabet

$932.45

0.87 (0.09%)

, GOOGL

Alphabet Class A

$947.55

0.01 (0.00%)

07:14
09/22/17
09/22
07:14
09/22/17
07:14
Periodicals
Google had planned a multimillion Garden Bridge donation, FT says »

Google (GOOG, GOOGL) was…

GOOG

Alphabet

$932.45

0.87 (0.09%)

GOOGL

Alphabet Class A

$947.55

0.01 (0.00%)

AAPL

Apple

$153.39

-2.68 (-1.72%)

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VCRA

Vocera

$29.59

0.42 (1.44%)

07:12
09/22/17
09/22
07:12
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07:12
Recommendations
Vocera analyst commentary  »

Vocera checks show…

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  • 25

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XPER

Xperi

$24.75

-0.05 (-0.20%)

07:11
09/22/17
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07:11
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07:11
Conference/Events
Xperi management to meet with Craig Hallum »

Meeting to be held in…

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WMC

Western Asset Mortgage

$10.66

0.11 (1.04%)

07:10
09/22/17
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07:10
Conference/Events
Western Asset Mortgage management to meet with JMP Securities »

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  • 26

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VERI

Veritone

$53.70

7.57 (16.41%)

07:09
09/22/17
09/22
07:09
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07:09
Conference/Events
Veritone management to meet with Roth Capital »

Meetings to be held in…

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EFX

Equifax

$98.25

2.25 (2.34%)

07:09
09/22/17
09/22
07:09
09/22/17
07:09
Upgrade
Equifax rating change  »

Equifax upgraded to…

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  • 22

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FINL

Finish Line

$9.22

-0.21 (-2.23%)

, SPLS

Staples

07:08
09/22/17
09/22
07:08
09/22/17
07:08
Hot Stocks
Finish Line names Staples CTO Faisal Masud to board »

The Finish Line (FINL)…

FINL

Finish Line

$9.22

-0.21 (-2.23%)

SPLS

Staples

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