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INTC

Intel

$37.45

0.48 (1.30%)

, IBM

IBM

$154.45

0.73 (0.47%)

07:25
10/17/16
10/17
07:25
10/17/16
07:25

Intel, IBM reports to offer clues about cloud, WSJ says

Intel (INTC), which has been a bellwether for computing trends in homes and offices for decades, is now also a key voice on trends in the cloud, as the company commands a greater portion of the server chip market than it does the market for PC processors, noted The Wall Street Journal's Don Clark. Investors are likely to be fixated on what Intel says about growth, though at least two other companies may provide relevant signals this week, as International Business Machines (IBM) reports results Monday and Hewlett Packard Enterprise (HPE) holds an analyst meeting Tuesday, added Clark. Reference Link

INTC

Intel

$37.45

0.48 (1.30%)

IBM

IBM

$154.45

0.73 (0.47%)

HPE

HP Enterprise

$21.53

-0.23 (-1.06%)

  • 18

    Oct

  • 23

    Oct

  • 14

    Nov

  • 12

    Dec

INTC Intel
$37.45

0.48 (1.30%)

10/14/16
WELS
10/14/16
NO CHANGE
WELS
Intel results likely to be boosted by positive catalysts, says Wells Fargo
Wells Fargo thinks that Intel's (INTC) September quarter report and December quarter guidance will be boosted by several positive catalysts, including signs of improving PC demand, solid revenue momentum at its Data Center Group, and ramping sales of modems for Apple's (AAPL) iPhone 7. The firm keeps a $40-$50 price target on Intel and continues to identify it as a top pick.
10/06/16
COWN
10/06/16
NO CHANGE
Target $80
COWN
Outperform
Cowen says to buy KLA-Tencor following merger agreement termination
Cowen analyst Timothy Arcuri said the KLA-Tencor (KLAC) merger with Lam Research (LRCX) was called off as expected. He said it was consistent with his assessment and believes Intel (INTC) was the culprit. The companies cited review of options amid recent ant-trust agency feedback. Arcuri said he continues to like Lam Research but prefers KLA-Tencor as he sees it as one of the only semi companies with roughly 30% upside. Arcuri maintained his Outperform rating and $80 price target on KLA-Tencor shares.
10/05/16
RBCM
10/05/16
NO CHANGE
RBCM
Micron report reads positively for Applied Materials, Lam, says RBC Capital
Following Micron's (MU) quarterly report and guidance, RBC Capital Amit Daryanani said he sees positive read-through from the report for Applied Materials (AMAT), Lam Research (LRCX), ASML (ASML), Western Digital (WDC) and Intel (INTC). Micron management expects capex spending of $4.8B-$5.2B for FY17, noted Daryanani, who believes continued 3D NAND spending will benefit Applied and Lam the most.
09/20/16
09/20/16
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Ford (F) initiated with a Buy at Nomura. 2. Intel (INTC) was initiated with a Positive at Susquehanna while the firm initiated AMD (AMD) with a Neutral. 3. HSN, Inc. (HSNI) initiated with an Underperform at BofA/Merrill. 4. Bojangles (BOJA) initiated with a Strong Buy at CL King. 5. D.R. Horton (DHI) initiated with an Outperform at Wedbush. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
IBM IBM
$154.45

0.73 (0.47%)

08/16/16
08/16/16
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. IBM (IBM) initiated with a Perform at Oppenheimer. 2. GrubHub (GRUB) initiated with a Hold at Jefferies. 3. Broadwind Energy (BWEN) initiated with an Outperform at Cowen. 4. TPI Composites (TPIC) initiated with an Overweight at JPMorgan, with an Outperform at Cowen, with a Buy at Canaccord, with an Overweight at Morgan Stanley, and with an Outperform at Raymond James. 5. Tableau (DATA) initiated with an Outperform at Oppenheimer. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
09/06/16
EVER
09/06/16
UPGRADE
Target $45
EVER
Buy
Intel upgraded to Buy from Hold at Evercore ISI
Evercore ISI analyst C.J. Muse upgraded Intel (INTC) to Buy and raised his price target for the shares to $45 from $38. The chipmaker closed Friday up 6c to $36.08. Fears of a slowdown in its Server business and sustained weakness in PCs have led Intel shares to underperform peers thus far in 2016, Muse tells investors in a research note. The analyst expects the underperformance to change as the company's Data Center Group segment accelerates to 10%+plus growth in the second half of 2016. Further, Muse thinks Intel's "competitive moat remains" despite potential competition from ARM Holdings (ARMH) and IBM's (IBM) Power9 architecture. He sees 25% upside in Intel shares from current levels.
09/23/16
OPCO
09/23/16
NO CHANGE
OPCO
Outperform
Speculation suggests Imperva takeover in 'near sight,' says Oppenheimer
Oppenheimer analyst Shaul Eyal is not surprised to see the list of potential Imperva (IMPV) buyer candidates mentioned in an article from Bloomberg, which includes Cisco (CSCO), IBM (IBM), Fortinet (FTNT), Akamai (AKAM), and privately held Forcepoint. The analyst envisions Imperva's product line aligning particularly well with Cisco's and IBM's given the recent drive by both to expand their security offerings. Eyal sees a potential price target ranging between $55-$60 if the speculation has any merit and sufficient interest from multiple bidders. Oppenheimer has an Outperform rating on Imperva's shares.
09/26/16
SOCG
09/26/16
UPGRADE
SOCG
Hold
IBM upgraded to Hold from Sell at Societe Generale
HPE HP Enterprise
$21.53

-0.23 (-1.06%)

10/14/16
10/14/16
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Activision Blizzard (ATVI) initiated with an Outperform at Oppenheimer. 2. Aqua America (WTR) initiated with a Neutral at Baird. 3. HP Enterprise (HPE) initiated with an Underperform at CLSA. 4. TASER (TASR) initiated with an Outperform at Imperial Capital. 5. Noble Energy (NBL) initiated with a Buy at Mizuho. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/14/16
LYON
10/14/16
INITIATION
Target $24
LYON
Underperform
HP Enterprise initiated with an Underperform at CLSA
CLSA analyst Louis Miscioscia initiated HP Enterprise with an Underperform and a $24 price target. The analyst believes deal momentum has been factored into the shares and remains concerned about the next phase. Miscioscia expects buybacks and dividends to continue, but revenue storage growth is likely to be challenging and said the company needs big opex cuts.
10/13/16
LYON
10/13/16
INITIATION
Target $24
LYON
Underperform
HP Enterprise initiated with an Underperform at CLSA
CLSA analyst Lou Miscioscia initiated HP Enterprise with an Underperform rating and $24 price target.
09/19/16
BERN
09/19/16
NO CHANGE
BERN
HP Enterprise could be acquired after spin off, says Bernstein
After HP Enterprise said that it would do a tax free spin-merge of its software unit, Bernstein analyst A.M. Sacconaghi, Jr says that the remaining company could be acquired, given its relatively small valuation and the fact that its CEO is 60, has been at the company six years and has political ambitions. The analyst says that all of the potential strategic buyers of the remaining company "appear to have stumbling blocks." He thinks that an acquisition by private equity "might be more likely," and he views such a transaction as "doable." He keeps a $24.50 price target and Outperform rating on the shares.

TODAY'S FREE FLY STORIES

KBR

KBR

$14.05

-1.43 (-9.24%)

18:47
04/28/17
04/28
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18:47
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KBR issues statement on SFO investigation »

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SMMT

Summit Therapeutics

$11.00

-0.4 (-3.51%)

18:32
04/28/17
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18:32
Hot Stocks
Summit Therapeutics publishes results from CoDIFy trial online »

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TKPYY

Takeda Pharmaceutical Co. Ltd.

$24.83

0.85 (3.54%)

18:14
04/28/17
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18:14
Hot Stocks
Takeda says FDA grants accelerated approval of ALUNBRIG »

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FNBC

First NBC Bank

$2.65

-0.2 (-7.02%)

18:07
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Hot Stocks
FDIC named receiver of First NBC Bank »

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SGBK

Stonegate Bank

$45.90

-0.52 (-1.12%)

17:47
04/28/17
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17:47
Earnings
Stonegate Bank reports Q1 non-GAAP EPS 56c, consensus 57c »

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PROV

Provident Financial

$19.23

-0.03 (-0.16%)

17:45
04/28/17
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17:45
Hot Stocks
Provident Financial announces extension of stock repurchase plan »

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  • 28

    Apr

YGE

Yingli Green Energy

$2.66

-0.03 (-1.12%)

17:40
04/28/17
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17:40
Hot Stocks
Yingli Green Energy files extension for 2016 Form 20-F filing »

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EPC

Edgewell Personal Care

$71.49

-0.14 (-0.20%)

17:40
04/28/17
04/28
17:40
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17:40
Hot Stocks
Breaking Hot Stocks news story on Edgewell Personal Care »

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  • 02

    May

ORC

Orchid Island Capital

$10.60

-0.33 (-3.02%)

17:35
04/28/17
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17:35
Syndicate
Breaking Syndicate news story on Orchid Island Capital »

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  • 28

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AEP

American Electric

$67.83

-0.27 (-0.40%)

17:35
04/28/17
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17:35
Hot Stocks
AEP Generation Resources seeks bids for supply of coal »

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ORC

Orchid Island Capital

$10.60

-0.33 (-3.02%)

17:34
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17:34
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17:34
Syndicate
Breaking Syndicate news story on Orchid Island Capital »

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  • 28

    Apr

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    Jun

HBHC

Hancock Holding

$46.70

-0.5 (-1.06%)

, FNBC

First NBC Bank

$2.65

-0.2 (-7.02%)

17:34
04/28/17
04/28
17:34
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17:34
Hot Stocks
Whitney to acquire branches, assets, liabilities of First NBC from FDIC »

Hancock Holding Company…

HBHC

Hancock Holding

$46.70

-0.5 (-1.06%)

FNBC

First NBC Bank

$2.65

-0.2 (-7.02%)

03/08/13
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03/08/13
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  • 06

    Jun

TSLA

Tesla

$314.07

5.44 (1.76%)

17:31
04/28/17
04/28
17:31
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17:31
Periodicals
Tesla aims to hire engineers from Mexico to work at CA plant, Reuters says »

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  • 03

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  • 30

    May

LMT

Lockheed Martin

$269.45

-1.69 (-0.62%)

17:22
04/28/17
04/28
17:22
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17:22
Hot Stocks
Lockheed Martin awarded $332.1M government contract »

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  • 31

    May

BA

Boeing

$184.83

1.61 (0.88%)

17:21
04/28/17
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17:21
Hot Stocks
Boeing awarded $541M government contract modification »

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  • 31

    May

WBA

Walgreens Boots Alliance

$86.54

0.65 (0.76%)

, RAD

Rite Aid

$4.00

0.05 (1.27%)

17:20
04/28/17
04/28
17:20
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17:20
Periodicals
Walgreens to push regulators over decision on Rite Aid deal, NY Post says »

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WBA

Walgreens Boots Alliance

$86.54

0.65 (0.76%)

RAD

Rite Aid

$4.00

0.05 (1.27%)

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GE

General Electric

$28.99

-0.09 (-0.31%)

17:20
04/28/17
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17:20
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General Electric awarded $670.7M government contract »

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  • 09

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SIX

Six Flags

$62.61

-0.26 (-0.41%)

17:19
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Six Flags in agreement to repurchase 5M shares from HP Partners »

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  • 03

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LMT

Lockheed Martin

$269.45

-1.69 (-0.62%)

17:18
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17:18
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Lockheed Martin awarded $1.38B government contract »

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  • 31

    May

SBBP

Strongbridge Biopharma

$4.50

0.05 (1.12%)

17:16
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Syndicate
Breaking Syndicate news story on Strongbridge Biopharma »

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  • 11

    May

CYH

Community Health

$8.61

0.18 (2.14%)

17:12
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Hot Stocks
Community Health completes divestiture of Anniston, Alabama hospital »

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  • 02

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MRUS

Merus

$22.20

-0.14 (-0.63%)

17:07
04/28/17
04/28
17:07
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17:07
Earnings
Merus reports Q4 EPS (EUR1.91) vs. (EUR0.77) last year »

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  • 02

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AEZS

Aeterna Zentaris

$3.35

0.3 (9.84%)

17:01
04/28/17
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17:01
Hot Stocks
Aeterna Zentaris to announces top-line Zoptrex phase 3 results on Monday »

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  • 09

    May

ANY

Sphere 3D

$0.19

-0.006 (-3.13%)

17:00
04/28/17
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17:00
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17:00
Syndicate
Breaking Syndicate news story on Sphere 3D »

Sphere 3D files to sell…

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  • 11

    May

MRUS

Merus

$22.20

-0.14 (-0.63%)

16:56
04/28/17
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Hot Stocks
Merus provides anticipated 2017 pipeline milestones »

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