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MSFT

Microsoft

$61.12

0.26 (0.43%)

, LNKD

LinkedIn

$194.70

0.98 (0.51%)

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

EU to give conditional clearance to Microsoft takeover of LinkedIn, Reuters says

EU antitrust regulators are set to give conditional clearance to Microsoft's (MSFT) $26B takeover of LinkedIn (LNKD), according to Reuters, citing three people familiar with the matter. Following feedback from rivals and customers, Microsoft will make some minor changes to concessions submitted last week, sources said. Reference Link

MSFT

Microsoft

$61.12

0.26 (0.43%)

LNKD

LinkedIn

$194.70

0.98 (0.51%)

  • 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.
LNKD LinkedIn
$194.70

0.98 (0.51%)

06/15/16
UBSW
06/15/16
DOWNGRADE
Target $196
UBSW
Neutral
LinkedIn downgraded to Neutral from Buy at UBS
UBS analyst Eric Sheridan downgraded LinkedIn (LNKD) to Neutral saying it is unlikely that another bidder to Microsoft (MSFT) will emerge. The analyst, however, "cannot completely rule out this possibility." He raised his price target for LinkedIn shares to $196 from $175.
06/15/16
RBCM
06/15/16
DOWNGRADE
RBCM
Sector Perform
LinkedIn downgraded to Sector Perform from Outperform at RBC Capital
LinkedIn (LNKD) is being acquired by Microsoft (MSFT) for $196 per share in cash.
06/15/16
NOMU
06/15/16
DOWNGRADE
NOMU
Neutral
LinkedIn downgraded to Neutral from Buy at Nomura
LinkedIn (LNKD) is being acquired by Microsoft (MSFT) for $196 per share in cash.
09/23/16
BOFA
09/23/16
NO CHANGE
Target $55
BOFA
Buy
BofA thinks Verizon deal stays on track despite Yahoo data breach
Bank of America Merrill Lynch analyst Justin Post said that Yahoo's (YHOO) disclosure of the massive data breach impacting over 500M of its users is clearly a negative for the company that could result in email account closures, but he does not anticipate a major impact on Yahoo's business related to this breach, citing as evidence the fact that he is not aware of any significant business impairment or financial liability related to security breaches at LinkedIn (LNKD) in 2012 and at eBay (EBAY) in 2014. Post adds that the Target (TGT) data breach, which did include credit card info, is not directly comparable to Yahoo's breach. For Verizon (VZ) to back out of its acquisition agreement, Post thinks the company would need to assume Yahoo acted in bad faith during negotiations and that the Yahoo asset is impaired or comes with significant liability, neither of which he sees as being the case. The analyst keeps a Buy rating on Yahoo and bumped his target on the shares to $55 from $53, citing an increased price target on Alibaba (BABA) that a peer at the firm recently set.

TODAY'S FREE FLY STORIES

MIK

Michaels

$24.31

0.34 (1.42%)

07:08
12/06/16
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07:08
Earnings
Michaels sees Q4 adjusted EPS 94c-98c, consensus 99c »

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MMLP

Martin Midstream Partners

$16.15

-0.3 (-1.82%)

07:08
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MIK

Michaels

$24.31

0.34 (1.42%)

07:08
12/06/16
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07:08
Earnings
Michaels reports Q3 adjusted EPS 40c, consensus 43c »

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  • 06

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IMMU

Immunomedics

$3.28

0.04 (1.23%)

07:08
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Immunomedics introduces new ADC at ASH 2016 »

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SAGE

SAGE Therapeutics

$51.82

2.8 (5.71%)

07:07
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12/06
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07:07
Hot Stocks
SAGE Therapeutics announces expedited SAGE-547 development in PPD treatment »

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  • 14

    Dec

SCSS

Select Comfort

$22.96

0.64 (2.87%)

07:07
12/06/16
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07:07
Downgrade
Select Comfort rating change  »

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MIK

Michaels

$24.31

0.34 (1.42%)

07:07
12/06/16
12/06
07:07
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07:07
Hot Stocks
Michaels announces increase of share repurchase program by $300M »

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  • 06

    Dec

PFG

Principal Financial

$59.47

1.69 (2.92%)

07:06
12/06/16
12/06
07:06
12/06/16
07:06
Conference/Events
Principal Financial to host conference call »

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  • 06

    Dec

SPPI

Spectrum

$4.03

0.03 (0.75%)

07:06
12/06/16
12/06
07:06
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07:06
Hot Stocks
Spectrum highlights survival advantage in case match control analysis of PROPEL »

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  • 06

    Dec

  • 11

    Dec

PLUG

Plug Power

$1.47

0.04 (2.80%)

07:06
12/06/16
12/06
07:06
12/06/16
07:06
Initiation
Plug Power initiated  »

Plug Power initiated with…

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  • 13

    Dec

PSTI

Pluristem

$1.55

0.08 (5.44%)

07:06
12/06/16
12/06
07:06
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07:06
Hot Stocks
Pluristem PLX-R18 advances into second cohort of study for ARS »

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GPP

Green Plains Partners

$17.85

-0.15 (-0.83%)

07:06
12/06/16
12/06
07:06
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07:06
Upgrade
Green Plains Partners rating change  »

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AZN

AstraZeneca

$25.82

-0.07 (-0.27%)

07:05
12/06/16
12/06
07:05
12/06/16
07:05
Hot Stocks
AstraZeneca says data presented shows TAGRISSO superiority over chemotherapy »

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  • 06

    Dec

  • 16

    Feb

EARS

Auris Medical

07:05
12/06/16
12/06
07:05
12/06/16
07:05
Hot Stocks
Auris Medical on track to resume enrollment of Keyzilen Phase 3 trial »

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SNCR

Synchronoss

$49.00

1.81 (3.84%)

, IL

Intralinks

$11.27

0.11 (0.99%)

07:04
12/06/16
12/06
07:04
12/06/16
07:04
Earnings
Synchronoss sees FY17 pro forma EPS $2.45-$2.60 for combined entity »

May not compare to…

SNCR

Synchronoss

$49.00

1.81 (3.84%)

IL

Intralinks

$11.27

0.11 (0.99%)

03/08/13
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  • 07

    Dec

  • 12

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  • 13

    Dec

CHTR

Charter

$270.93

4.26 (1.60%)

07:04
12/06/16
12/06
07:04
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07:04
Initiation
Charter initiated  »

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  • 06

    Dec

MDGN

Medgenics

07:04
12/06/16
12/06
07:04
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07:04
Initiation
Medgenics initiated  »

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  • 07

    Dec

AM

Antero Midstream

$28.48

-0.1 (-0.35%)

07:04
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HSBC

HSBC

$39.86

0.17 (0.43%)

07:03
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07:03
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HSBC rating change  »

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TGTX

TG Therapeutics

$5.70

0.2 (3.64%)

07:03
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Hot Stocks
TG Therapeutics GENUINE Phase 3 study reaches target enrollment »

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SNCR

Synchronoss

$49.00

1.81 (3.84%)

07:03
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12/06
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07:03
Hot Stocks
Synchronoss to divest part of activation business to Sequential for $146M »

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  • 12

    Dec

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SNCR

Synchronoss

$49.00

1.81 (3.84%)

, IL

Intralinks

$11.27

0.11 (0.99%)

07:03
12/06/16
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07:03
Hot Stocks
Synchronoss to acquire Intralinks for $13/share, or $821M in equity value »

Synchronoss Technologies…

SNCR

Synchronoss

$49.00

1.81 (3.84%)

IL

Intralinks

$11.27

0.11 (0.99%)

03/08/13
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  • 07

    Dec

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    Dec

TEVA

Teva

$37.04

0.51 (1.40%)

07:02
12/06/16
12/06
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07:02
Recommendations
Teva analyst commentary  »

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  • 03

    Apr

NVCN

Neovasc

$1.42

0.56 (65.12%)

07:02
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12/06
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Hot Stocks
Neovasc provides update on Tiara transcatheter mitral valve »

Neovasc provided an…

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GDS

GDS Holdings

$9.93

-0.07 (-0.70%)

07:02
12/06/16
12/06
07:02
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07:02
Initiation
GDS Holdings initiated  »

GDS Holdings initiated…

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