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BOX

Box

$15.29

-0.05 (-0.33%)

, MSFT

Microsoft

$60.53

0.13 (0.22%)

10:59
11/28/16
11/28
10:59
11/28/16
10:59

Cartwheel CEO sees Microsoft buying Box or Dropbox, CRN reports

Rafi Kronzon, CEO of Cartwheel, a New York-based managed service provider, told CRN that he believes Microsoft (MSFT) "will someday acquire" Box (BOX) or Dropbox. Box has HIPAA compliance and is tied closely to Microsoft Office 365, Kronzon told the website. Shares of Box rallied 3% to $15.75 as the article gets disseminated. Reference Link

BOX

Box

$15.29

-0.05 (-0.33%)

MSFT

Microsoft

$60.53

0.13 (0.22%)

  • 29

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    Nov

  • 01

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    Dec

BOX Box
$15.29

-0.05 (-0.33%)

09/09/16
OPCO
09/09/16
NO CHANGE
Target $18
OPCO
Outperform
Oppenheimer bullish on Box, Google collaboration
Oppenheimer analyst Ittai Kidron is "incrementally positive" on Box (BOX) after attending its BoxWorks conference and analyst day, and says he remains bullish on 2018 opportunities for upside as new products gain traction. Additionally, the analyst is bullish on the newly announced Google (GOOG; GOOGL) integration, saying it not only closes a platform gap and enhances SMB coverage, but reinforces Box's enterprise leadership. Kidron reiterates an Outperform rating and $18 price target on Box's shares.
09/15/16
MUFG
09/15/16
INITIATION
MUFG
Neutral
Box initiated with a Neutral at MUFG
MUFG analysts Stephen Bersey and Daniel Clark initiated Box with a Neutral rating and a $15 price target.
09/26/16
RSBL
09/26/16
INITIATION
Target $25
RSBL
Buy
Box initiated with a Buy at Rosenblatt
Rosenblatt analyst Marshall Senk initiated Box with a Buy and a $25 price target.
11/21/16
JMPS
11/21/16
NO CHANGE
JMPS
Box Q3 results should beat expectations, says JMP Securities
JMP Securities analyst Greg McDowell expects Box's Q3 results to beat expectations. He says that the firm's checks "suggest continued strong sales momentum, at least in some regions." The analyst adds "that the overall next generation enterprise content space remains healthy." He keeps an $18 price target and an Outperform rating on the stock.
MSFT Microsoft
$60.53

0.13 (0.22%)

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.

TODAY'S FREE FLY STORIES

FNB

F.N.B.

$15.52

-0.15 (-0.96%)

, YDKN

Yadkin Financial

$33.15

-0.415 (-1.24%)

12:03
02/24/17
02/24
12:03
02/24/17
12:03
Periodicals
Federal Reserve clears F.N.B.'s takeover of Yadkin, Reuters reports »

The Federal Reserve has…

FNB

F.N.B.

$15.52

-0.15 (-0.96%)

YDKN

Yadkin Financial

$33.15

-0.415 (-1.24%)

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NVDA

NVIDIA

$100.49

-10.27 (-9.27%)

12:01
02/24/17
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12:01
Options
Heavy trading in Nvidia short-term options as shares stage an aggressive rebound »

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12:00
02/24/17
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12:00
General news
Treasury Option Action: a round of put activity »

Treasury Option Action: a…

ONCS

OncoSec

$1.42

-0.1 (-6.58%)

11:59
02/24/17
02/24
11:59
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11:59
Conference/Events
OncoSec to hold KOL Event Focused on New ASCO-SITC Melanoma Data »

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MGEN

Miragen Therapeutics

$13.99

-0.06 (-0.43%)

11:55
02/24/17
02/24
11:55
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11:55
Hot Stocks
Boulder Ventures V reports 9.9% stake in Miragen Therapeutics »

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MTG

MGIC Investment

$10.55

-0.055 (-0.52%)

11:51
02/24/17
02/24
11:51
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11:51
Options
MGIC Investment with 11.5X average daily optoin volume driven by a bullish play »

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WLL

Whiting Petroleum

$11.06

-0.09 (-0.81%)

11:46
02/24/17
02/24
11:46
02/24/17
11:46
Options
Whiting Petroleum call volume above normal and directionally bullish »

Bullish option flow…

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11:45
02/24/17
02/24
11:45
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11:45
Conference/Events
Leerink analysts hold an analyst/industry conference call »

In conjunction with the…

11:40
02/24/17
02/24
11:40
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11:40
General news
NY Fed Nowcast has Q1 GDP at 3.12% »

NY Fed Nowcast has Q1 GDP…

SPWR

SunPower

$8.99

0.53 (6.26%)

11:36
02/24/17
02/24
11:36
02/24/17
11:36
Options
SunPower put volume heavy and directionally bearish »

Bearish flow noted in…

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IDRA

Idera Pharmaceuticals

$1.73

0.05 (2.98%)

11:33
02/24/17
02/24
11:33
02/24/17
11:33
Hot Stocks
Idera says achieved 'successful' completion of objectives in Phase 1 trial »

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TRIL

Trillium Therapeutics

$5.90

-0.1 (-1.67%)

11:32
02/24/17
02/24
11:32
02/24/17
11:32
Hot Stocks
Trillium Therapeutics: New TTI-621 data advances understanding of product »

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VISI

Volt Information Sciences

$7.35

-0.1 (-1.34%)

, CCRN

Cross Country Healthcare

$15.89

-0.37 (-2.28%)

11:32
02/24/17
02/24
11:32
02/24/17
11:32
Hot Stocks
Volt Information Sciences reports nomination of new independent directors »

Volt Information Sciences…

VISI

Volt Information Sciences

$7.35

-0.1 (-1.34%)

CCRN

Cross Country Healthcare

$15.89

-0.37 (-2.28%)

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MCO

Moody's

$112.59

-0.64 (-0.57%)

11:31
02/24/17
02/24
11:31
02/24/17
11:31
Conference/Events
Leerink analysts hold an analyst/industry conference call »

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VIVHY

Vivendi

$17.95

-0.06 (-0.33%)

, MDIUY

Mediaset

11:28
02/24/17
02/24
11:28
02/24/17
11:28
Periodicals
Milan prosecutors investigating Vivendi over alleged stock manipulation, FT says »

Milan prosecutors are…

VIVHY

Vivendi

$17.95

-0.06 (-0.33%)

MDIUY

Mediaset

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FSLR

First Solar

$37.19

3.62 (10.78%)

11:26
02/24/17
02/24
11:26
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11:26
Options
First Solar call volume above normal and directionally bullish »

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GS

Goldman Sachs

$247.19

-4 (-1.59%)

11:23
02/24/17
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Periodicals
Goldman Sachs exec involved in 1MDB dealings leaves bank, WSJ says »

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ALNY

Alnylam

$46.25

0.3 (0.65%)

11:22
02/24/17
02/24
11:22
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11:22
Conference/Events
JPMorgan SMid biotech analyst holds an analyst/industry conference call »

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$NSD

NASDAQ Market Internals

11:17
02/24/17
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Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

11:16
02/24/17
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Technical Analysis
NYSE market internals summary »

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MBLY

Mobileye

$46.96

-1.18 (-2.45%)

11:16
02/24/17
02/24
11:16
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Options
Mobileye put volume heavy and directionally bearish »

Bearish flow noted in…

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HBI

Hanesbrands

$20.96

0.04 (0.19%)

11:12
02/24/17
02/24
11:12
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11:12
Conference/Events
Hanesbrands management to meet with Oppenheimer »

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WIX

Wix.com

$63.25

-2.3 (-3.51%)

11:10
02/24/17
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11:10
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11:10
Conference/Events
Wix.com management to meet with Oppenheimer »

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SNCR

Synchronoss

$30.86

-0.03 (-0.10%)

11:09
02/24/17
02/24
11:09
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Periodicals
Synchronoss has withheld 'a great deal' about 'transformation,' SIRF says »

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RXN

Rexnord

$22.05

-0.09 (-0.41%)

11:08
02/24/17
02/24
11:08
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11:08
Conference/Events
Rexnord management to meet with Oppenheimer »

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