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MSFT

Microsoft

$61.12

0.26 (0.43%)

, FB

Facebook

$121.47

-0.3 (-0.25%)

19:08
11/22/16
11/22
19:08
11/22/16
19:08

Microsoft partners with Facebook's Oculus on Xbox virtual reality streaming

In what it called an "evolution" of its ongoing relationship with Facebook (FB) virtual reality subsidiary Oculus, Microsoft's (MSFT) Xbox division announced earlier Tuesday it is partnering with Oculus to enable streaming of Xbox One games to the Oculus Rift VR headset. The Xbox One to Oculus Rift app will be available for free on December 12. Reference Link

MSFT

Microsoft

$61.12

0.26 (0.43%)

FB

Facebook

$121.47

-0.3 (-0.25%)

  • 30

    Nov

  • 01

    Dec

MSFT Microsoft
$61.12

0.26 (0.43%)

11/15/16
OPCO
11/15/16
NO CHANGE
Target $55
OPCO
Outperform
Oppenheimer remains bullish on Tableau after survey
After surveying 40 customers at Tableau's (DATA) recent user conference, Oppenheimer analyst Ittai Kidron came away encouraged as the results suggest a committed customer base that has a clear positive spending bias with the company over the next 12 months. Further, the analyst notes that user comments were positive on Tableau's current product portfolio, and there was excitement over the new capabilities coming in 2017. While there is some push-back on price and Microsoft is (MSFT) a growing competitive threat, Kidron does not sense the concerns put Tableau at risk of material displacement. He reiterates an Outperform rating and $55 price target on the shares.
11/17/16
GSCO
11/17/16
UPGRADE
Target $68
GSCO
Buy
Microsoft upgraded to Buy from Neutral at Goldman
Goldman Sachs analyst Heather Bellini upgraded Microsoft to Buy from Neutral and raised her price target for the shares to $68 from $60. The software giant closed yesterday up 78c to $59.65. Azure is the number two market share vendor in the cloud space, and has grown 100% or more year-over-year eight of the last 10 quarters, Bellini tells investors in a research note on the public cloud space. She believes Azure can continue to grow revenue and improve margins over time given Microsoft's large customer base and "strong" C-level relationships. The analyst sees upside potential to out-year earnings forecasts for the company.
11/17/16
11/17/16
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Microsoft (MSFT) upgraded to Buy from Neutral at Goldman with analyst Heather Bellini saying Azure is the number two market share vendor in the cloud space, and has grown 100% or more year-over-year eight of the last 10 quarters. 2. Time Warner (TWX) upgraded to Buy from Sell at MoffettNathanson. 3. First Solar (FSLR) upgraded at JMP Securities with analyst Joseph Osha citing valuation. 4. KBR (KBR) upgraded to Buy from Neutral at BofA Merrill Lynch with analyst Anna Kaminskaya saying she expects structurally higher defense spending to drive a re-rating in KBR and sees less risk of cost overruns in the E&C business given lower reliance on fixed priced contracts and diversification into smaller sized service projects. 5. Liberty Interactive (QVCA) upgraded to Buy from Neutral at BofA Merrill Lynch with analyst Heather Balsky saying she has increased confidence in a return to positive US sales growth and expects multiple expansion as sales improve. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/18/16
OPCO
11/18/16
NO CHANGE
OPCO
Public cloud infrastructure market will be $62B by 2020, says Oppenheimer
Oppenheimer analyst Timothy Horan says "the race is on" for public cloud providers to get as much of their customers' data on their respective cloud platforms as possible. The analyst believes Amazon (AMZN) Web Services, Microsoft (MSFT), and Alphabet's Google (GOOG; GOOGL) have ambitions to become the dominant OS of the cloud, and to do so these companies will aim to have integrated solutions from the infrastructure layer to services through first-party offerings and/or the development of a strong partner channel. He views AWS as the primary wholesale cloud platform and Microsoft as the enterprise platform. However, given the relative immaturity of the market and the massive $1T opportunity, all three have been successful focusing on multiple segments, Horan adds, noting that he expects the public cloud infrastructure market to be $62B by 2020.
FB Facebook
$121.47

-0.3 (-0.25%)

11/16/16
BARD
11/16/16
NO CHANGE
Target $155
BARD
Outperform
Facebook updates on metrics don't alter value proposition, says Baird
Baird analyst Colin Sebastian noted that Facebook has identified a number of metrics that were being calculated incorrectly by the company. While significant, Facebook does not currently bill its clients based on any of these metrics, noted Sebastian, who doesn't think the news alters Facebook's core value proposition for users or advertisers. Also, Facebook's plans for a "Measurement Council" should improve client engagement and communication, contends the analyst, who keeps an Outperform rating on the shares and recommends investors continue to add to Facebook positions on weakness.
11/17/16
PIPR
11/17/16
NO CHANGE
PIPR
Piper sees Trump-related Internet selloff as 'rare opportunity'
Piper Jaffray analyst Gene Munster says he would be "buying the fear" priced into Internet mega-caps. Concerns of President-Elect Trump's impact on tech companies are being largely extrapolated from sound bites that are unlikely to manifest during Trump's presidency, Munster tells investors in a research note. The selloff in "best-in-class" large cap internet stocks Apple (AAPL), Amazon.com (AMZN), Alphabet (GOOG), Facebook (FB) and Netflix (NFLX) presents a "rare opportunity," Munster writes. He believes Trump's threats towards Amazon are without merit and that net neutrality is unlikely to be reversed. He finds the valuations for each of the mega-caps "very attractive."
11/18/16
RBCM
11/18/16
NO CHANGE
RBCM
Internet stock weakness creates buying opportunity, says RBC Capital
EBC Capital analyst Mark Mahaney says that the 5%-10% decline in Internet stocks since the election has created more attractive long-term opportunities. The analyst does not expect the Trump Administration's policies to have a major impact on the fundamentals of the Internet sector. His favorite large-cap names in the sector are, in order, Netflix (NFLX), Facebook (FB), and Priceline (PCLN). His favorite small-cap names are, in order, Yelp (YELP), Criteo (CRTO), and GoDaddy (GDDY).
11/21/16
DBAB
11/21/16
NO CHANGE
Target $150
DBAB
Buy
Deutsche says buy Facebook following recent weakness
Deutsche Bank analyst Lloyd Walmsley views Facebook's $6B share repurchase beginning in 2017 as a "welcome launch" of a capital return program. The stock represents an "outstanding value" following the recent selloff, Walmsley tells investors in a research note. He recommends that investors add to positions at current levels and keeps a Buy rating on Facebook with a $150 price target.

TODAY'S FREE FLY STORIES

DK

Delek US

$26.62

0.435 (1.66%)

, ALJ

Alon USA Energy

$13.41

0.23 (1.75%)

11:43
06/28/17
06/28
11:43
06/28/17
11:43
Conference/Events
Alon USA Energy to host special shareholder meeting »

Special Shareholder…

DK

Delek US

$26.62

0.435 (1.66%)

ALJ

Alon USA Energy

$13.41

0.23 (1.75%)

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  • 28

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ALJ

Alon USA Energy

$13.39

0.21 (1.59%)

, DK

Delek US

$26.60

0.42 (1.60%)

11:42
06/28/17
06/28
11:42
06/28/17
11:42
Conference/Events
Delek US to host special shareholder meeting »

Special Shareholder…

ALJ

Alon USA Energy

$13.39

0.21 (1.59%)

DK

Delek US

$26.60

0.42 (1.60%)

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  • 29

    Jun

11:41
06/28/17
06/28
11:41
06/28/17
11:41
General news
2-Yr FRN Note Auction Bid/Cover data reported »

2-Yr FRN Note Auction…

11:41
06/28/17
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11:41
General news
2-Yr FRN Note Auction Total Amount data reported »

2-Yr FRN Note Auction…

MTGE

MTGE Investment Corp.

$19.10

-0.3 (-1.55%)

11:40
06/28/17
06/28
11:40
06/28/17
11:40
Options
MTGE Investment attracts a large put buyer »

MTGE Investment attracts…

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ETR

Entergy

$78.25

0.12 (0.15%)

11:36
06/28/17
06/28
11:36
06/28/17
11:36
Hot Stocks
Entergy Louisiana wins approval to build Lake Charles Power Station »

The Louisiana Public…

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PYPL

PayPal

$52.73

-1.01 (-1.88%)

, V

Visa

$95.57

0.67 (0.71%)

11:35
06/28/17
06/28
11:35
06/28/17
11:35
Hot Stocks
Pacific Crest, Craig-Hallum see promise in 'asset light' PayPal »

Shares of PayPal have…

PYPL

PayPal

$52.73

-1.01 (-1.88%)

V

Visa

$95.57

0.67 (0.71%)

MA

MasterCard

$123.68

0.94 (0.77%)

AMZN

Amazon.com

$976.78

-17.2 (-1.73%)

03/08/13
Wedge Partners
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Credit Suisse
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Citigroup
03/06/13
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  • 28

    Jun

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    Jun

  • 29

    Jun

TXT

Textron

$47.14

0.69 (1.49%)

11:35
06/28/17
06/28
11:35
06/28/17
11:35
Hot Stocks
Textron names Lisa Atherton president, CEO of Textron Systems »

Textron announced that…

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PEG

PSEG

$43.70

0.075 (0.17%)

11:30
06/28/17
06/28
11:30
06/28/17
11:30
Conference/Events
PSEG management to meet with Jefferies »

Meetings to be held in…

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  • 29

    Jun

  • 30

    Jun

MITT

AG Mortgage

$18.44

-0.265 (-1.42%)

11:30
06/28/17
06/28
11:30
06/28/17
11:30
Options
AG Mortgage Investment Trust attracts bearish flow »

AG Mortgage Investment…

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NGVT

Ingevity

$55.40

1.71 (3.19%)

11:28
06/28/17
06/28
11:28
06/28/17
11:28
Conference/Events
Ingevity management to meet with Jefferies »

Meeting to be held in…

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03/06/13
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  • 29

    Jun

SND

Smart Sand

$8.27

0.3 (3.76%)

11:26
06/28/17
06/28
11:26
06/28/17
11:26
Conference/Events
Smart Sand management to meet with Jefferies »

Meeting to be held in…

03/08/13
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03/06/13
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  • 29

    Jun

11:25
06/28/17
06/28
11:25
06/28/17
11:25
General news
Equity option flows: call spread demand on S&P e-minis »

Equity option flows: call…

CMCSA

Comcast

$39.25

-0.34 (-0.86%)

11:20
06/28/17
06/28
11:20
06/28/17
11:20
Options
Another large call spread in Comcast »

Another large call spread…

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  • 27

    Jul

$NSD

NASDAQ Market Internals

11:17
06/28/17
06/28
11:17
06/28/17
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

03/08/13
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$NYE

NYSE Market Internals

11:16
06/28/17
06/28
11:16
06/28/17
11:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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AOBC

American Outdoor Brands

$22.95

-0.31 (-1.33%)

11:15
06/28/17
06/28
11:15
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11:15
Options
American Outdoor Brands put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 29

    Jun

LUV

Southwest

$62.29

0.7799 (1.27%)

11:01
06/28/17
06/28
11:01
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11:01
Hot Stocks
Southwest to consolidate Cuba service with focus on Havana »

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  • 07

    Jul

ALLY

Ally Financial

$21.09

0.095 (0.45%)

11:00
06/28/17
06/28
11:00
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Options
Sale of 5400 Dec 20 calls in Ally Financial likely closes »

Sale of 5400 Dec 20 calls…

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  • 27

    Jul

CBI

CB&I

$22.26

2.2408 (11.19%)

10:58
06/28/17
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Hot Stocks
Court corrects error in CB&I opinion »

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OMER

Omeros

$22.47

-2.32 (-9.36%)

10:57
06/28/17
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Hot Stocks
Omeros lower after short report puts $1 target on shares »

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PWE

Penn West

$1.32

0.001 (0.08%)

10:50
06/28/17
06/28
10:50
06/28/17
10:50
Hot Stocks
Breaking Hot Stocks news story on Penn West 

Penn West trading resumes…

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FTI

TechnipFMC

$27.28

0.36 (1.34%)

10:50
06/28/17
06/28
10:50
06/28/17
10:50
Options
TechnipFMC draws a bullish option play »

TechnipFMC draws a…

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  • 27

    Jul

10:45
06/28/17
06/28
10:45
06/28/17
10:45
General news
Energy Action: NYMEX crude »

Energy Action: NYMEX…

MRSN

Mersana Therapeutics

10:44
06/28/17
06/28
10:44
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10:44
Syndicate
Breaking Syndicate news story on Mersana Therapeutics »

Mersana Therapeutics…

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  • 28

    Jun

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