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EQIX

Equinix

$361.72

-0.18 (-0.05%)

, VMW

VMware

$72.98

-0.05 (-0.07%)

05:44
10/17/16
10/17
05:44
10/17/16
05:44

Equinix enters collaboration with VMware

Equinix (EQIX) announced that it is offering direct and private access to VMware (VMW) vCloud Air on Platform Equinix in major markets across North America and Europe. Access is available either via Equinix Cloud Exchange, the company's cloud interconnection platform, or via Direct Connect, depending on location. These dedicated, private connections reduce network costs and provide higher and more consistent network performance than Internet-based connections for enterprise customers looking to build out their VMware-based hybrid clouds.

EQIX

Equinix

$361.72

-0.18 (-0.05%)

VMW

VMware

$72.98

-0.05 (-0.07%)

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EQIX Equinix
$361.72

-0.18 (-0.05%)

09/20/16
WELS
09/20/16
NO CHANGE
WELS
Outperform
Equinix sells off on 'incorrect interpretation,' says Wells Fargo
Wells Fargo analyst Jennifer Fritzsche attributes today's selloff in shares of Equinix to an "incorrect interpretation" of comments made by the company's CFO at an investor conference regarding Q3 guidance and its decelerating organic growth in the second half of 2016. After speaking with Equinix, the analyst sees no meaningful change or guidance revision being messaged. She believes CFO Keith Taylor simply reiterated comments made on the Q2 earnings call. Equinix "was NOT trying to indicate any concerns about a guidance miss," Fritzsche tells investors in an intraday research note. She keeps an Outperform rating on the shares.
09/20/16
COWN
09/20/16
NO CHANGE
COWN
Equinix CFO comments misunderstood, says Cowen
Cowen analyst Colby Synesael said Equinix CFO Keith Taylordid not talk down numbers or indicate the environment has materially changed at an investor conference today. The analyst continues to have a positive view on Equinix shares and reiterates his Outperform rating and $409 price target.
09/21/16
PACS
09/21/16
NO CHANGE
PACS
Equinix should be bought on weakness, says Pacific Crest
After Equinix's stock fell following comments by its CFO which indicated that its growth this quarter could come in at the low end of its guidance, Pacific Crest analyst Michael Bowen remains upbeat on the company's longer term outlook. He says that the company's organic revenue should grow at least 10% for the next three or four years. The analyst keeps a $457 price target and Overweight rating on the stock.
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.
VMW VMware
$72.98

-0.05 (-0.07%)

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.
10/05/16
MKMP
10/05/16
NO CHANGE
MKMP
Buy
Reported VMware pact with Amazon a positive, says MKM Partners
MKM Partners analyst Kevin Buttigieg noted the Fortune report claiming that VMware (VMW) will soon announce a cloud partnership with Amazon Web Services (AMZN). Such an agreement with Amazon would be positive for VMware, as it will signal their confidence in their ability to sell software for use on-premise and underscore a belief that public cloud is unlikely to assume all workloads. The firm has a Buy rating on VMware shares.
10/14/16
RBCM
10/14/16
NO CHANGE
RBCM
VMware partnership with Amazon positive, says RBC Capital
After VMware (VMW) and Amazon Web Services (AMZN) announced a strategic alliance, RBC Capital analyst Matthew Hedberg says that the deal could enable enterprises to more easily combine Amazon Web Services with VMware software. Hedberg says that the deal gives VMware another sales channel and enables it to be considered more of a player in the hybrid cloud arena. The analyst keeps an Outperform rating on VMware.

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SEAS

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FRO

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Third Point confirms $3.5B stake in Nestle, urges change at company »

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GOOG

Alphabet

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Alphabet

$965.59

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Alphabet Class A

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NSRGY

Nestle

$84.83

0.4 (0.47%)

17:37
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Dan Loeb's Third Point targets Nestle, Bloomberg says »

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LNG

Cheniere Energy

$47.62

0.34 (0.72%)

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VIA

Viacom

$39.15

0.1 (0.26%)

, VIAB

Viacom

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TWX

Time Warner

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DIS

Disney

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Lionsgate

$27.07

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LGF.B

Lionsgate

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FOX

21st Century Fox

$26.93

0.3 (1.13%)

FOXA

21st Century Fox

$27.19

0.22 (0.82%)

SNE

Sony

$38.52

0.11 (0.29%)

CMCSA

Comcast

$39.50

-0.44 (-1.10%)

CMCSK

Comcast

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GSK

GlaxoSmithKline

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BHVN

Biohaven Pharmaceutical

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ESALY

Eisai

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PTNR

Partner Communications

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RARX

RA Pharmaceuticals

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VSTM

Verastem

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BMY

Bristol-Myers

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AGIO

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Agios Pharmaceuticals

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SNOW

Intrawest Resorts

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CI

Cigna

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FL

Foot Locker

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, NKE

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RHT

Red Hat

$99.42

0.54 (0.55%)

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