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MSFT

Microsoft

$61.09

0.48 (0.79%)

, INTC

Intel

$35.31

-0.2 (-0.56%)

06:06
11/30/16
11/30
06:06
11/30/16
06:06

Microsoft Surface Studio teardown shows 32-bit ARM chip, iFixit says

A teardown of the Microsoft (MSFT) Surface Studio by iFixit shows a 32-bit ARM chip, easy-to-open base, removable hard drive, but RAM, CPU, GPU are soldered to the board and can't be replaced. The Surface Studio has a 28-inch adjustable PixelSense Display with 4500 x 3000 resolution, 6th-Generation Intel (INTC) Core i5 or i7 CPU with 8 GB, 16 GB, and 32 GB RAM configuration options, NVIDIA (NVDA) GeForce GTX 965M GPU or GTX 980M and 1 TB and 2 TB hybrid storage options. Overall, iFixit gives the Microsoft Surface Studio a repairability score of 5 out of 10. Reference Link

MSFT

Microsoft

$61.09

0.48 (0.79%)

INTC

Intel

$35.31

-0.2 (-0.56%)

NVDA

NVIDIA

$93.25

-0.86 (-0.91%)

  • 30

    Nov

  • 30

    Nov

  • 01

    Dec

  • 14

    Dec

MSFT Microsoft
$61.09

0.48 (0.79%)

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.
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.
INTC Intel
$35.31

-0.2 (-0.56%)

11/25/16
MACQ
11/25/16
NO CHANGE
Target $20
MACQ
Underperform
Intel leaving wearables would hurt Fossil, says Macquarie
According to media reports, Intel (INTC) is potentially exiting the wearable space, Macquarie analyst Laurent Vasilescu tells investors in a research note. In addition, Intel's wearable brand Basis is shutting down as of December 31, the analyst adds. He sees "important negative ramifications" for Fossil Group (FOSL) since Intel is the hardware component provider for the company's wearable initiative. Fossil depends on Intel's hardware knowhow for wearables, Vasilescu contends. The analyst has an Underperform rating on Fossil with a $20 price target.
11/22/16
MKMP
11/22/16
NO CHANGE
MKMP
Buy
MKM Partners raises NVIDIA, AMD price targets on inflecting semi opportunities
MKM Partners analyst Ian Ing raised his price target for NVIDIA (NVDA) to $106 from $87, saying that thematic attention is heating up as large suppliers are crowding into artificial intelligence as an investment theme with non-GPU solutions. While other suppliers may be able to come up with better performance-for-power in certain use cases, he believes NVIDIA GPUs still have user stickiness with developer incumbency and easy-to-use tools that will be difficult to overcome. The analyst also raised his price target for AMD (AMD) to $10.50 from $8 to reflect improved prospects for the company driven by new product pipeline. Although Ian expects AMD to be a relatively minor player, its shares are helped by continued A.I. headlines and NVIDIA, Intel (INTC), and Qualcomm (QCOM) turning increasingly vocal on the opportunity. He reiterates a Buy rating on NVIDIA and AMD shares.
10/19/16
PACS
10/19/16
NO CHANGE
PACS
Intel Q4 PC commentary negative for Marvell, others resilient says Pacific Crest
Pacific Crest notes that Intel (INTC) said its PC customers are poised to reduce their inventories in Q4. The firm says that the comment is negative for Marvell (MRVL). However, the firm believes that Advanced Micro Devices (AMD), NVIDIA (NVDA), ON Semiconductor (ON) and Synaptics (SYNA) are "most resilient" to this development, given their share gains, growth and other factors.
11/29/16
BARD
11/29/16
NO CHANGE
Target $42
BARD
Outperform
Notebook trends bode well for Intel, says Baird
Baird analyst Tristan Gerra said recent notebook trends bodes well for Intel. The analyst expects revenues to be within the guidance range but above the midpoint. Additional catalysts include an ongoing stabilization off PC units and a continued mix shift towards data center. Gerra reiterated his Outperform rating and $42 price target on Intel shares.
NVDA NVIDIA
$93.25

-0.86 (-0.91%)

11/14/16
11/14/16
UPGRADE
Target $100

Buy
NVIDIA upgraded to Buy at Needham
As previously reported, Needham analyst Rajvindra Gill upgraded NVIDIA to Buy from Hold, with a $100 price target, after the company's "significant" beat and raise quarter. The analyst says his view is based on long-term secular trends, namely the incorporation of ADAS applications in automotive market and where NVIDIA's Drive PX2 supplies Level 3-5 autonomy, the proliferation of machine learning, AI and graphics virtualization in the data center, and the emergence of virtual reality devices in PC and gaming markets driving higher graphics content.
11/29/16
JEFF
11/29/16
NO CHANGE
JEFF
Jefferies takes stance on semis to neutral from bullish
Jefferies analyst Mark Lipacis is taking his stance on the Semiconductors space to neutral from bullish following the Q3 earnings season. The earnings reports revealed two yellow flags, Lipacis tells investors in a research note. One, the companies have benefited from an inventory restock since Q2 and are forecasted to outship manufactures thru the first half of 2017, the analyst contends. And two, semi days of inventory has declined, historically a leading indicator of SOX peaks, Lipacis contends. He feels a more neutral stance on the sector is warranted and prefers product cycle stories NVIDIA (NVDA), AMD (AMD), MACOM (MTSI) and Inphi (IPHI).
11/23/16
SBSH
11/23/16
NO CHANGE
Target $100
SBSH
Buy
NVIDIA gaming growth being underappreciated, says Citi
Citi analyst Atif Malik views data center and auto as attractive markets for NVIDIA over the mid to long term, but says the Street continues to underestimate the sales and earnings contribution from core gaming. He expects NVIDIA over the long term to maintain 70%-plus unit share in the high end gaming market "on better performance and brand loyalty." Malik reiterates a Buy rating on the shares with a $100 price target.

TODAY'S FREE FLY STORIES

CYOU

Changyou.com

$25.06

-0.06 (-0.24%)

05:38
02/21/17
02/21
05:38
02/21/17
05:38
Earnings
Changyou.com reports Q4 EPS 75c, consensus 65c »

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FCX

Freeport McMoRan

$14.91

-0.16 (-1.06%)

05:37
02/21/17
02/21
05:37
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Initiation
Freeport McMoRan initiated  »

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SOHU

Sohu.com

$39.35

0.1 (0.25%)

05:36
02/21/17
02/21
05:36
02/21/17
05:36
Earnings
Sohu.com sees Q1 EPS ($1.80)-($1.55), consensus ($1.59) »

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SEMG

SemGroup

$40.05

0.15 (0.38%)

05:34
02/21/17
02/21
05:34
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05:34
Initiation
SemGroup initiated  »

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SOHU

Sohu.com

$39.35

0.1 (0.25%)

05:34
02/21/17
02/21
05:34
02/21/17
05:34
Earnings
Sohu.com reports Q4 EPS ($1.79), consensus ($2.08) »

Reports Q4 revenue $412M,…

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  • 21

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JELD

JELD-WEN Holding

$29.48

0.48 (1.66%)

05:33
02/21/17
02/21
05:33
02/21/17
05:33
Initiation
JELD-WEN Holding initiated  »

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REVG

REV Group

$27.59

0.37 (1.36%)

05:32
02/21/17
02/21
05:32
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05:32
Initiation
REV Group initiated  »

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REVG

REV Group

$27.59

0.37 (1.36%)

05:32
02/21/17
02/21
05:32
02/21/17
05:32
Initiation
REV Group initiated  »

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JAG

Jagged Peak Energy

$13.50

-0.08 (-0.59%)

05:30
02/21/17
02/21
05:30
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05:30
Initiation
Jagged Peak Energy initiated  »

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JAG

Jagged Peak Energy

$13.50

-0.08 (-0.59%)

05:30
02/21/17
02/21
05:30
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Initiation
Jagged Peak Energy initiated  »

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JAG

Jagged Peak Energy

$13.50

-0.08 (-0.59%)

05:29
02/21/17
02/21
05:29
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05:29
Initiation
Jagged Peak Energy initiated  »

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JAG

Jagged Peak Energy

$13.50

-0.08 (-0.59%)

05:28
02/21/17
02/21
05:28
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05:28
Initiation
Jagged Peak Energy initiated  »

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JAG

Jagged Peak Energy

$13.50

-0.08 (-0.59%)

05:28
02/21/17
02/21
05:28
02/21/17
05:28
Initiation
Jagged Peak Energy initiated  »

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JAG

Jagged Peak Energy

$13.50

-0.08 (-0.59%)

05:26
02/21/17
02/21
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05:26
Initiation
Jagged Peak Energy initiated  »

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AFLYY

Air France-KLM

$6.83

0.29 (4.43%)

05:25
02/21/17
02/21
05:25
02/21/17
05:25
Upgrade
Air France-KLM rating change  »

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ENGGY

Enagas

$12.34

-0.0699 (-0.56%)

05:24
02/21/17
02/21
05:24
02/21/17
05:24
Downgrade
Enagas rating change  »

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CRBP

Corbus Pharmaceuticals

$8.85

0.55 (6.63%)

04:55
02/21/17
02/21
04:55
02/21/17
04:55
Conference/Events
Cantor Fitzgerald health/pharma analysts hold analyst/industry conference call »

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  • 21

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04:55
02/21/17
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04:55
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Conference/Events
CLSA automotive analyst holds an analyst/industry conference call »

Analyst Rosner, along…

AGR

AVANGRID

$40.91

0.13 (0.32%)

04:55
02/21/17
02/21
04:55
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Conference/Events
AVANGRID to hold a financial update »

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  • 21

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LHCG

LHC Group

$48.30

0.12 (0.25%)

04:55
02/21/17
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Conference/Events
LHC Group management to meet with Oppenheimer »

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  • 21

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HNI

HNI Corporation

$46.09

0.04 (0.09%)

04:55
02/21/17
02/21
04:55
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Conference/Events
HNI Corporation management to meet with Sidoti »

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  • 21

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  • 22

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KN

Knowles

$19.42

0.14 (0.73%)

04:55
02/21/17
02/21
04:55
02/21/17
04:55
Conference/Events
Knowles management to meet with Roth Capital »

Meeting to be held in San…

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  • 21

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  • 22

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04:55
02/21/17
02/21
04:55
02/21/17
04:55
General news
Breaking General news story  »

Philadelphia Federal…

04:55
02/21/17
02/21
04:55
02/21/17
04:55
General news
Breaking General news story  »

San Francisco Federal…

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Conference/Events
UBS to hold a field trip »

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