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MSFT

Microsoft

$61.09

0.48 (0.79%)

14:25
11/30/16
11/30
14:25
11/30/16
14:25

Senate Commerce, Science & Transportation Committee to hold a hearing

The Subcommittee on Space, Science and Competitiveness will hold a hearing entitled, "The Dawn of Artificial Intelligence" to discuss the state of artificial intelligence, including policy implications and effects on commerce. Witnesses include Dr. Eric Horvitz, Interim Co-Chair from Microsoft Research Lab, Greg Brockman, Chief Technology Officer at OpenAI on November 30 at 2:30 pm. Webcast Link

  • 30

    Nov

  • 01

    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.
11/17/16
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.
11/17/16
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.
11/15/16
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.

TODAY'S FREE FLY STORIES

ICPT

Intercept

$61.59

-12.11 (-16.43%)

07:47
09/25/17
09/25
07:47
09/25/17
07:47
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Intercept analyst commentary  »

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BOX

Box

$18.17

0.7 (4.01%)

07:47
09/25/17
09/25
07:47
09/25/17
07:47
Upgrade
Box rating change  »

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  • 12

    Oct

SCM

Stellus Capital

$13.63

-0.02 (-0.15%)

07:46
09/25/17
09/25
07:46
09/25/17
07:46
Initiation
Stellus Capital initiated  »

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KKR

KKR

$19.73

0.42 (2.18%)

07:46
09/25/17
09/25
07:46
09/25/17
07:46
Periodicals
KKR raises offer for Australia's Pepper Group to $543M, Reuters says »

KKR has raised its bid…

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VSR

Versar

$0.48

0.033 (7.33%)

07:44
09/25/17
09/25
07:44
09/25/17
07:44
Hot Stocks
Breaking Hot Stocks news story on Versar »

Versar trading halted,…

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TXN

Texas Instruments

$88.27

2.22 (2.58%)

07:44
09/25/17
09/25
07:44
09/25/17
07:44
Recommendations
Texas Instruments analyst commentary  »

Texas Instruments…

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PSTG

Pure Storage

$15.64

0.62 (4.13%)

07:42
09/25/17
09/25
07:42
09/25/17
07:42
Recommendations
Pure Storage analyst commentary  »

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  • 07

    Dec

  • 11

    Dec

PGR

Progressive

$47.98

0.3 (0.63%)

07:41
09/25/17
09/25
07:41
09/25/17
07:41
Recommendations
Progressive analyst commentary  »

Progressive outlook has…

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GPC

Genuine Parts

$87.98

1.63 (1.89%)

07:41
09/25/17
09/25
07:41
09/25/17
07:41
Conference/Events
Genuine Parts to host conference call »

Conference call to…

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  • 25

    Sep

  • 19

    Oct

  • 30

    Oct

TFX

Teleflex

$241.77

4.71 (1.99%)

07:41
09/25/17
09/25
07:41
09/25/17
07:41
Recommendations
Teleflex analyst commentary  »

Teleflex price target…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 01

    Dec

BAS

Basic Energy

$17.24

-0.34 (-1.93%)

07:41
09/25/17
09/25
07:41
09/25/17
07:41
Recommendations
Basic Energy analyst commentary  »

Basic Energy price target…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 25

    Sep

  • 27

    Sep

  • 16

    May

EONGY

E.ON AG

$11.19

0.2 (1.82%)

07:38
09/25/17
09/25
07:38
09/25/17
07:38
Periodicals
E.ON CFO defends plan to sell Uniper stake to Fortum, Reuters reports »

E.ON CFO Marc Spieker…

03/08/13
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AGN

Allergan

$204.65

1.99 (0.98%)

07:36
09/25/17
09/25
07:36
09/25/17
07:36
Hot Stocks
Allergan announces resignation of CFO Tessa Hilado »

Allergan announced that…

03/08/13
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03/06/13
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  • 25

    Sep

WBC

Wabco

$150.14

0.95 (0.64%)

07:36
09/25/17
09/25
07:36
09/25/17
07:36
Initiation
Wabco initiated  »

Wabco initiated with a…

03/08/13
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03/06/13
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  • 19

    Oct

FNV

Franco-Nevada

$79.32

0.4 (0.51%)

07:35
09/25/17
09/25
07:35
09/25/17
07:35
Downgrade
Franco-Nevada rating change  »

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PTN

Palatin

$0.66

0.06 (10.00%)

07:35
09/25/17
09/25
07:35
09/25/17
07:35
Earnings
Palatin reports Q4 EPS 7c, may not compare to consensus (2c) »

Reports Q4 revenue…

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  • 25

    Sep

AAPL

Apple

$151.89

-1.5 (-0.98%)

, GE

General Electric

$24.87

0.12 (0.48%)

07:35
09/25/17
09/25
07:35
09/25/17
07:35
Options
Unusual call flow in option market yesterday »

Notable call activity was…

AAPL

Apple

$151.89

-1.5 (-0.98%)

GE

General Electric

$24.87

0.12 (0.48%)

ORCL

Oracle

$48.16

0.19 (0.40%)

M

Macy's

$21.53

0.37 (1.75%)

COP

ConocoPhillips

$49.08

0.39 (0.80%)

FCAU

Fiat Chrysler

$17.95

0.58 (3.34%)

WETF

WisdomTree

$9.25

0.23 (2.55%)

KBH

KB Home

$20.88

0.1 (0.48%)

MDR

McDermott

$7.01

0.1 (1.45%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 25

    Sep

  • 25

    Sep

  • 26

    Sep

  • 27

    Sep

  • 27

    Sep

  • 28

    Sep

  • 02

    Oct

  • 22

    Oct

ONCE

Spark Therapeutics

$85.15

-1.95 (-2.24%)

07:33
09/25/17
09/25
07:33
09/25/17
07:33
Hot Stocks
Spark Therapeutics appoints Dr. Federico Mingozzi as Chief Scientific Officer »

Spark Therapeutics…

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  • 25

    Sep

  • 26

    Sep

  • 27

    Sep

  • 12

    Oct

  • 12

    Jan

AGN

Allergan

$204.65

1.99 (0.98%)

07:32
09/25/17
09/25
07:32
09/25/17
07:32
Hot Stocks
Allergan announces new $2B share repurchase plan, affirms guidance »

Allergan announced that…

03/08/13
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  • 25

    Sep

ECA

Encana

$11.25

-0.05 (-0.44%)

07:31
09/25/17
09/25
07:31
09/25/17
07:31
Recommendations
Encana analyst commentary  »

Encana price target…

03/08/13
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03/08/13
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AGN

Allergan

$204.65

1.99 (0.98%)

07:30
09/25/17
09/25
07:30
09/25/17
07:30
Hot Stocks
Breaking Hot Stocks news story on Allergan »

Allergan announces new…

03/08/13
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  • 25

    Sep

EXAS

Exact Sciences

$45.96

0.96 (2.13%)

, ROK

Rockwell Automation

$177.55

0.22 (0.12%)

07:30
09/25/17
09/25
07:30
09/25/17
07:30
Options
Unusual put flow in option market yesterday »

Notable put activity was…

EXAS

Exact Sciences

$45.96

0.96 (2.13%)

ROK

Rockwell Automation

$177.55

0.22 (0.12%)

DVA

DaVita

$57.49

-3.77 (-6.15%)

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 30

    Nov

NTDOY

Nintendo

$45.62

-0.98 (-2.10%)

, GOOG

Alphabet

$928.53

-3.92 (-0.42%)

07:29
09/25/17
09/25
07:29
09/25/17
07:29
Periodicals
Nintendo adds two-factor authentication for accounts, the Verge says »

Nintendo (NTDOY) users…

NTDOY

Nintendo

$45.62

-0.98 (-2.10%)

GOOG

Alphabet

$928.53

-3.92 (-0.42%)

GOOGL

Alphabet Class A

$943.26

-4.29 (-0.45%)

03/08/13
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  • 03

    Oct

  • 22

    Oct

  • 29

    Nov

EGO

Eldorado Gold

$2.26

0.02 (0.89%)

07:29
09/25/17
09/25
07:29
09/25/17
07:29
Upgrade
Eldorado Gold rating change  »

Eldorado Gold upgraded to…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 02

    Oct

APRN

Blue Apron

$5.19

-0.04 (-0.76%)

07:28
09/25/17
09/25
07:28
09/25/17
07:28
Initiation
Blue Apron initiated  »

Blue Apron initiated with…

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