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TWTR

Twitter

$17.56

-2.29 (-11.54%)

, CRM

Salesforce

$75.10

4.19 (5.91%)

06:06
10/11/16
10/11
06:06
10/11/16
06:06

Twitter executives continuing talks with 'at least one' suitor, NY Times reports

Twitter (TWTR) executives are considering deal talks with "at least one" suitor, with two people involved in the discussions saying that that potential suitor is Salesforce.com (CRM), The New York Times reports. The talks are continuing despite pushback Salesforce has faced from some of its biggest investors. According to the report, Twitter CEO Jack Dorsey "is now not adverse" to selling the company "as long as it is what is best for the integrity of the product." Dorsey was previously said to be resistant to a deal. Reference Link

TWTR

Twitter

$17.56

-2.29 (-11.54%)

CRM

Salesforce

$75.10

4.19 (5.91%)

  • 30

    Nov

TWTR Twitter
$17.56

-2.29 (-11.54%)

10/07/16
PIPR
10/07/16
NO CHANGE
Target $100
PIPR
Overweight
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.
10/07/16
ADAM
10/07/16
NO CHANGE
Target $95
ADAM
Buy
Salesforce worthy of investor consideration at current levels, says Canaccord
Canaccord analyst Richard Davis came away from the Salesforce (CRM) Dreamforce week more enthused about the company's outlook. The analyst noted the company is growing its revenues 3.5 times faster than it legacy peers. Davis noted the company's CEO said they are very disciplined on price when it comes to acquisitions and believes that they would not be interested in Twitter (TWTR) at its rumored asking price of $28 per share. Davis reiterated his Buy rating and $95 price target on Salesforce shares.
10/10/16
JPMS
10/10/16
NO CHANGE
Target $95
JPMS
Overweight
JPMorgan sees 'opportune entry point' for Salesforce
JPMorgan analyst Mark Murphy believes shares of Salesforce (CRM) are at an "'opportune entry point" following the recent selloff. The pullback has been driven by a "slightly soft" Q2 and concerns about a potentially expensive acquisition of Twitter (TWTR), Murphy tells investors in a research note. After speaking to industry contacts at Dreamforce, the analyst sees a path for the "overhangs to fade" with a "better pace of business in Q3/Q4" as well as the eventual fading of the Twitter discussion. Murphy reiterates an Overweight rating on Salesforce with a $95 price target in a research note titled "The Most Valuable Cloud Asset Is Undeservedly Undervalued."
10/11/16
EVER
10/11/16
UPGRADE
Target $17
EVER
Hold
Twitter upgraded to Hold from Sell at Evercore ISI
Evercore ISI analyst Ken Sena upgraded Twitter (TWTR) to Neutral citing the recent pullback in the shares. The analyst notes that the selloff "from a stalled sale process" has put the stock more in-line with his unchanged price target of $17. Sena thinks Twitter's guidance for Q3 "may prove sufficiently conservative."
CRM Salesforce
$75.10

4.19 (5.91%)

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.

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AQMS

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$16.38

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WSTC

West Corp.

$24.37

0.01 (0.04%)

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MRCY

Mercury Systems

$37.94

0.35 (0.93%)

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TRNO

Terreno Realty

$28.07

0.04 (0.14%)

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WDFC

WD-40

$111.25

1.5 (1.37%)

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AAN

Aaron's

$27.34

0.16 (0.59%)

04:55
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IT

Gartner

$104.55

0.84 (0.81%)

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EFX

Equifax

$130.81

1.43 (1.11%)

04:55
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TRIP

TripAdvisor

$42.81

0.19 (0.45%)

, SPLK

Splunk

$62.62

-0.18 (-0.29%)

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TripAdvisor

$42.81

0.19 (0.45%)

SPLK

Splunk

$62.62

-0.18 (-0.29%)

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CBS

$66.23

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NTAP

NetApp

$41.27

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GRPN

Groupon

$4.49

0.02 (0.45%)

AMT

American Tower

$113.34

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CA

CA Technologies

$32.57

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TRUE

TrueCar

$14.41

0.13 (0.91%)

TNET

TriNet

$27.13

0.55 (2.07%)

STX

Seagate

$47.69

-0.06 (-0.13%)

VIA

Viacom

$46.05

-0.6 (-1.29%)

NVDA

NVIDIA

$104.41

2.95 (2.91%)

CTL

CenturyLink

$24.61

0.03 (0.12%)

SIRI

Sirius XM

$5.18

0.06 (1.17%)

MXIM

Maxim Integrated

$44.96

-0.1 (-0.22%)

CSOD

Cornerstone OnDemand

$42.65

0.4 (0.95%)

TEAM

Atlassian

$28.82

-0.45 (-1.54%)

WDC

Western Digital

$76.10

1.45 (1.94%)

YELP

Yelp

$34.07

0.61 (1.82%)

EGHT

8x8, Inc.

$15.65

-0.5 (-3.10%)

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HCKT

Hackett Group

$20.13

0.12 (0.60%)

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DLA

Delta Apparel

$18.03

0.37 (2.10%)

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LPCN

Lipocine

$4.01

0.15 (3.89%)

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SRC

Spirit Realty

$11.07

0.08 (0.73%)

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VRTU

Virtusa

$30.49

2.14 (7.55%)

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J.B. Hunt

$100.12

0.3 (0.30%)

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VAC

Marriott Vacations

$96.62

-2.28 (-2.31%)

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NeuroMetrix

$0.64

0.0087 (1.38%)

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TGT

Target

$66.91

0.4 (0.60%)

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Lionbridge

$5.75

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