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HPE

HP Enterprise

$22.87

-0.25 (-1.08%)

, CSCO

Cisco

$29.89

-0.16 (-0.53%)

07:35
11/23/16
11/23
07:35
11/23/16
07:35

Oppenheimer remains positive on HP Enterprise after results

Oppenheimer analyst Ittai Kidron notes that HP Enterprise (HPE) reported mixed results and says the macro and secular strains experienced by Cisco (CSCO) seem to have impacted the company as well. Nonetheless, the analyst believes HP Enterprise continues on its march to unlock value, and its two spin-offs remain on track. While he is positive long term and believes valuation is attractive, Kidron sees limited near-term upside given the challenges in the core EG business. The analyst reiterates an Outperform rating and $25 price target on HP Enterprise's shares.

HPE

HP Enterprise

$22.87

-0.25 (-1.08%)

CSCO

Cisco

$29.89

-0.16 (-0.53%)

  • 29

    Nov

  • 08

    Dec

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    Dec

  • 12

    Dec

HPE HP Enterprise
$22.87

-0.25 (-1.08%)

11/23/16
UBSW
11/23/16
NO CHANGE
Target $26
UBSW
Buy
HP Enterprise remains inexpensive, says UBS
UBS analyst Steven Milunovich said HP Enterprise shares remain inexpensive following Q4 results. The analyst cited improving growth and low valuation despite disappointing declines in servers, storage, and networking. The positives were improved margins and solid outlook. Milunovich reiterated his Buy rating and raised his price target to $26 from $24.50 on HP Enterprise shares.
11/23/16
SBSH
11/23/16
NO CHANGE
Target $27
SBSH
Buy
HP Enterprise price target raised to $27 from $25 at Citi
Citi analyst Jim Suva raised his price target for HP Enterprise to $27 and keeps a Buy rating on the shares following the company's Q4 results. The stock is trading at a "big" discount to peers and its outlook is unchanged, Suva tells investors in a research note.
11/18/16
11/18/16
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. HP Enterprise (HPE) upgraded to Outperform from Market Perform at Raymond James with analyst Simon Leopold saying he believes the spinoff of its Enterprise Service and Software businesses will unlock value and said checks have been positively biased in North American enterprises and Federal verticals. 2. Exelon (EXC) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Stephen Byrd saying Exelon offers attractive growth at a compelling valuation with meaningful ROE improvement at acquired utilities. 3. Goldman Sachs (GS) upgraded to Outperform from Neutral at Macquarie with saying investors should shift exposure to names that have more leverage to capital markets and increased economic activity and away from global banks. 4. Hain Celestial (HAIN) upgraded to Neutral from Underperform at BofA/Merrill and to Neutral from Underweight at Atlantic Equities. 5. FleetCor (FLT) upgraded to Outperform from Market Perform at Wells Fargo with analyst Timothy Willi saying the 13% selloff since the company's third quarter results on November 1 is overdone and presents a buying opportunity. 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
11/18/16
UPGRADE
Target $29

Outperform
HP Enterprise upgraded to Outperform ahead of spinoff at Raymond James
As previously reported, Raymond James upgraded HP Enterprise to Outperform from Market Perform with a $29 price target. Analyst Simon Leopold believes spinoff of its Enterprise Service and Software businesses will unlock value and said checks have been positively biased in North American enterprises and Federal verticals. The analyst said the rating change is not a call on the quarter and expects results to be largely in line when the company reports on November 22.
CSCO Cisco
$29.89

-0.16 (-0.53%)

11/22/16
SBSH
11/22/16
NO CHANGE
Target $105
SBSH
Buy
Arista Networks price target raised to $105 from $91 at Citi
Citi analyst Stanley Kovler raised his price target for Arista Networks (ANET) to $105 after the company announced that the International Trade Commission accepted its software workaround related to its patent infringement case with Cisco (CSCO). Arista's Q4 gross margin outlook is now likely de-risked, Kovler tells investors in a research note. He keeps a Buy rating on Arista shares.
11/22/16
PIPR
11/22/16
NO CHANGE
Target $178
PIPR
Overweight
Palo Alto Networks still posting 31% revenue growth, says Piper Jaffray
Piper Jaffray analyst Andrew Nowinski points out that despite the "disappointing" Q1 results, Palo Alto Networks (PANW) is still generating 31% revenue growth, which is three-times above closest competitor Cisco (CSCO). He recommends investors hold the stock through the selling pressure. Nowinski lowered his price target for Palo Alto shares to $178 from $184 and keeps an Overweight rating on the name.
11/18/16
11/18/16
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. Cisco (CSCO) coverage resumed with a Hold at Stifel. 2. UPS (UPS) was initiated with an Outperform at BMO Capital while the firm initiated FedEx (FDX) with a Market Perform. 3. Synchrony (SYF) was initiated with an Overweight at Stephens. The firm also initiated American Express (AXP) and Discover (DFS) with an Underweight. 4. American Airlines (AAL), Delta Air Lines (DAL), Southwest (LUV) and Allegiant Travel (ALGT) were initiated with a Buy at Citi while the firm initiated JetBlue (JBLU), United Continental (UAL), Alaska Air (ALK), and Hawaiian Holdings (HA) with a Neutral. 5. Juniper (JNPR) coverage resumed at Stifel. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
11/18/16
STFL
11/18/16
INITIATION
STFL
Hold
Cisco coverage resumed with a Hold at Stifel
Stifel analyst Aaron Rakers resumed coverage of Cisco with a Hold rating, saying that he thinks that the stock is nearing its fair value. Target $34.

TODAY'S FREE FLY STORIES

ONCS

OncoSec

$1.39

-0.03 (-2.11%)

, NKTR

Nektar

$13.45

0.25 (1.89%)

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Conference/Events
American Society of Clinical Oncology to hold a symposium »

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OncoSec

$1.39

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NKTR

Nektar

$13.45

0.25 (1.89%)

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MMM

3M

$187.41

0.22 (0.12%)

, BIOL

BIOLASE

$1.49

-0.01 (-0.67%)

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Chicago Dental Society to hold a meeting »

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3M

$187.41

0.22 (0.12%)

BIOL

BIOLASE

$1.49

-0.01 (-0.67%)

COF

Capital One

$92.61

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RNECY

Renesas

$4.14

-0.17 (-3.94%)

, ISIL

Intersil

19:04
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Hot Stocks
Renesas sees Intersil acquisition accretive to non-GAAP EPS, free cash flows »

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RNECY

Renesas

$4.14

-0.17 (-3.94%)

ISIL

Intersil

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HSIC

Henry Schein

$173.53

1.61 (0.94%)

18:45
02/24/17
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18:45
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18:45
Conference/Events
Henry Schein management to meet with Jefferies »

Group dinner to be held…

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TWX

Time Warner

$97.28

0.6225 (0.64%)

18:38
02/24/17
02/24
18:38
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18:38
Periodicals
Turner, Univision to win U.S. Champions League rights, Bloomberg reports »

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  • 06

    Mar

TRUE

TrueCar

$14.28

0.18 (1.28%)

18:33
02/24/17
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18:33
Hot Stocks
TrueCar's ALG sees February total new vehicle sales 1.325M units, down 1.4% »

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  • 27

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GE

General Electric

$30.19

0.17 (0.57%)

18:24
02/24/17
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18:24
Hot Stocks
GE does not see after-tax charges from GE Capital exit plan to exceed $23B »

GE said in a regulatory…

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  • 26

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CE

Celanese

$88.79

-0.88 (-0.98%)

18:02
02/24/17
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18:02
Hot Stocks
Celanese announces vinyl acetate-based emulsions price increases in Asia »

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ELNK

EarthLink

$5.63

-0.22 (-3.76%)

, WIN

Windstream

$7.27

-0.02 (-0.27%)

17:56
02/24/17
02/24
17:56
02/24/17
17:56
Hot Stocks
EarthLink, Windstream holders approve merger »

EarthLink (ELNK)…

ELNK

EarthLink

$5.63

-0.22 (-3.76%)

WIN

Windstream

$7.27

-0.02 (-0.27%)

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PFE

Pfizer

$34.26

0.2 (0.59%)

17:43
02/24/17
02/24
17:43
02/24/17
17:43
Periodicals
Pfizer subpoenaed in investigation of charity connections, Bloomberg says »

Pfizer has received two…

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C

Citi

$59.56

-1.06 (-1.75%)

17:32
02/24/17
02/24
17:32
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17:32
Hot Stocks
U.S. regulators investigating Citi over foreign hiring practices »

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FDX

FedEx

$193.11

1.93 (1.01%)

17:25
02/24/17
02/24
17:25
02/24/17
17:25
Hot Stocks
FedEx, USPS amend transportation agreement »

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URRE

Uranium Resources

$1.94

-0.09 (-4.43%)

17:21
02/24/17
02/24
17:21
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17:21
Syndicate
Breaking Syndicate news story on Uranium Resources »

Uranium Resources files…

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RTN

Raytheon

$153.48

0.19 (0.12%)

17:13
02/24/17
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17:13
Hot Stocks
Raytheon awarded $1B government contract »

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COTV

Cotiviti Holdings

$38.74

-0.06 (-0.15%)

17:06
02/24/17
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17:06
Syndicate
Breaking Syndicate news story on Cotiviti Holdings »

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  • 22

    Mar

ENH

Endurance Specialty

$92.90

0.02 (0.02%)

17:05
02/24/17
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17:05
Earnings
Endurance reports Q4 EPS 30c, may not compare to consensus $1.26 »

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ORPN

Bio Blast Pharma

$1.13

-0.0098 (-0.86%)

17:04
02/24/17
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17:04
Syndicate
Breaking Syndicate news story on Bio Blast Pharma »

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MNTA

Momenta

$15.40

0.3 (1.99%)

, PFE

Pfizer

$34.26

0.2 (0.59%)

16:44
02/24/17
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16:44
General news
On The Fly: Stocks end week higher as rally continues »

Stocks ended the week…

MNTA

Momenta

$15.40

0.3 (1.99%)

PFE

Pfizer

$34.26

0.2 (0.59%)

STLD

Steel Dynamics

$35.59

0.07 (0.20%)

AKS

AK Steel

$8.02

-0.1 (-1.23%)

X

U.S. Steel

$37.01

-0.3 (-0.80%)

FLR

Fluor

$55.09

-0.26 (-0.47%)

GVA

Granite Construction

$53.91

0.78 (1.47%)

VMC

Vulcan Materials

$117.82

1.47 (1.26%)

PWR

Quanta Services

$37.76

0.62 (1.67%)

ACM

AECOM

$35.77

-0.58 (-1.60%)

JEC

Jacobs Engineering

$56.03

-0.07 (-0.12%)

KBR

KBR

$15.60

-0.55 (-3.41%)

CBI

CB&I

$33.87

-0.02 (-0.06%)

MTZ

MasTec

$40.10

3.05 (8.23%)

KHC

Kraft Heinz

$93.08

0.14 (0.15%)

UN

Unilever; also tag UL

$46.91

0.33 (0.71%)

UL

Unilever; also tag UN

$47.12

0.22 (0.47%)

QSR

Restaurant Brands

$55.47

-0.08 (-0.14%)

PLKI

Popeyes

TROX

Tronox

$17.40

-0.67 (-3.71%)

WMT

Wal-Mart

$72.39

1.08 (1.51%)

HD

Home Depot

$145.95

1.24 (0.86%)

CYH

Community Health

$9.22

0.32 (3.60%)

TOL

Toll Brothers

$33.74

-0.22 (-0.65%)

GRMN

Garmin

$53.03

0.72 (1.38%)

CHS

Chico's

$14.75

0.3 (2.08%)

HPQ

HP Inc.

$17.65

0.05 (0.28%)

CRI

Carter's

$90.04

2.98 (3.42%)

SQ

Square

$17.43

0.28 (1.63%)

JWN

Nordstrom

$46.46

2.52 (5.74%)

FL

Foot Locker

$75.01

6.43 (9.38%)

AAOI

Applied Optoelectronics

$45.98

8.51 (22.71%)

RH

Restoration Hardware

$31.34

6.15 (24.41%)

M

Macy's

$33.17

0.73 (2.25%)

PZZA

Papa John's

$78.70

-0.07 (-0.09%)

FSLR

First Solar

$37.90

0.71 (1.91%)

TXRH

Texas Roadhouse

$42.22

0.13 (0.31%)

TSLA

Tesla

$257.00

1.01 (0.39%)

LB

Labarge

$50.99

2.05 (4.19%)

W

Wayfair

$39.30

0.72 (1.87%)

HPE

HP Enterprise

$22.96

-1.7 (-6.89%)

JCP

J.C. Penney

$6.46

-0.4 (-5.83%)

ACIA

Acacia Communications

$54.04

-9.39 (-14.80%)

BGS

B&G Foods

$43.65

-3.25 (-6.93%)

SPLK

Splunk

$62.80

-2.1 (-3.24%)

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NBEV

New Age Beverages

$3.90

-0.04 (-1.02%)

16:41
02/24/17
02/24
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16:41
Hot Stocks
Breaking Hot Stocks news story on New Age Beverages »

Park West AM reports 6.3%…

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CYTX

Cytori Therapeutics

$1.71

-0.07 (-3.93%)

16:40
02/24/17
02/24
16:40
02/24/17
16:40
Hot Stocks
Breaking Hot Stocks news story on Cytori Therapeutics »

Azaya Therapeutics…

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ADMA

ADMA Biologics

$4.75

-0.03 (-0.63%)

16:40
02/24/17
02/24
16:40
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16:40
Earnings
ADMA Biologics reports FY16 EPS ($1.61), consensus ($1.57) »

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WFC

Wells Fargo

$57.81

-0.68 (-1.16%)

16:38
02/24/17
02/24
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16:38
Syndicate
Breaking Syndicate news story on Wells Fargo »

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    Jan

SHO

Sunstone Hotel

$14.71

-0.05 (-0.34%)

16:36
02/24/17
02/24
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16:36
Syndicate
Breaking Syndicate news story on Sunstone Hotel »

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TPHS

Trinity Place

$9.97

0.47 (4.95%)

16:36
02/24/17
02/24
16:36
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16:36
Hot Stocks
Breaking Hot Stocks news story on Trinity Place »

Horse Island Partners…

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SO

Southern Company

$50.50

0.83 (1.67%)

16:35
02/24/17
02/24
16:35
02/24/17
16:35
Syndicate
Breaking Syndicate news story on Southern Company »

Southern Company's…

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