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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

HCLP

Hi-Crush Partners

$22.97

1.5705 (7.34%)

12:26
02/22/17
02/22
12:26
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12:26
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Hi-Crush Partners rating change  »

Wunderlich upgrades…

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PAA

Plains All American

$30.57

-0.67 (-2.14%)

12:26
02/22/17
02/22
12:26
02/22/17
12:26
Options
Plains All American call volume above normal and directionally bullish »

Bullish option flow…

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12:25
02/22/17
02/22
12:25
02/22/17
12:25
General news
Euro$ interest rate futures stalled out »

Euro$ interest rate…

12:25
02/22/17
02/22
12:25
02/22/17
12:25
Conference/Events
Forecasters Club of New York to hold a luncheon meeting »

Federal Reserve Governor…

USPH

U.S. Physical Therapy

$74.55

-1.55 (-2.04%)

12:25
02/22/17
02/22
12:25
02/22/17
12:25
Conference/Events
CFA Society of Houston to hold a luncheon meeting »

Chris Reading, CEO of…

03/08/13
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PUGOY

Peugeot

$19.40

-0.215 (-1.10%)

, GM

General Motors

$37.86

0.05 (0.13%)

12:23
02/22/17
02/22
12:23
02/22/17
12:23
Periodicals
PSA Group targets up to $2.1B in cost savings from Opel deal, Reuters says »

Peugeot (PUGOY) parent…

PUGOY

Peugeot

$19.40

-0.215 (-1.10%)

GM

General Motors

$37.86

0.05 (0.13%)

03/08/13
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03/06/13
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03/06/13
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  • 28

    Feb

SCOR

comScore

$24.42

0.12 (0.49%)

12:21
02/22/17
02/22
12:21
02/22/17
12:21
Conference/Events
comScore to host business news update conference call »

Conference call to…

03/08/13
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  • 23

    Feb

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BA

Boeing

$175.52

-0.04 (-0.02%)

, LMT

Lockheed Martin

$264.87

-0.79 (-0.30%)

12:19
02/22/17
02/22
12:19
02/22/17
12:19
Periodicals
Key lawmaker: Trump jet competition 'doesn't make sense,' Bloomberg reports »

Speaking in a Bloomberg…

BA

Boeing

$175.52

-0.04 (-0.02%)

LMT

Lockheed Martin

$264.87

-0.79 (-0.30%)

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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  • 22

    Feb

$NSD

NASDAQ Market Internals

12:17
02/22/17
02/22
12:17
02/22/17
12:17
Technical Analysis
NASDAQ Market Internals summary »

Volume is above average…

03/08/13
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$NYE

NYSE Market Internals

12:17
02/22/17
02/22
12:17
02/22/17
12:17
Technical Analysis
NYSE Market Internals summary »

Volume is above average…

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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JNJ

Johnson & Johnson

$119.46

-0.2 (-0.17%)

12:17
02/22/17
02/22
12:17
02/22/17
12:17
Conference/Events
Johnson & Johnson hs a conference call hosted by JPMorgan »

JPMorgan Analyst…

03/08/13
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03/08/13
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03/06/13
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  • 22

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12:15
02/22/17
02/22
12:15
02/22/17
12:15
General news
FX Action: USD-JPY »

FX Action: USD-JPY traded…

UN

Unilever; also tag UL

$46.74

1.65 (3.66%)

, UL

Unilever; also tag UN

$46.99

2.12 (4.72%)

12:14
02/22/17
02/22
12:14
02/22/17
12:14
General news
On The Fly: Top stock stories at midday »

Stocks opened in negative…

UN

Unilever; also tag UL

$46.74

1.65 (3.66%)

UL

Unilever; also tag UN

$46.99

2.12 (4.72%)

KHC

Kraft Heinz

$94.87

-1.78 (-1.84%)

TJX

TJX

$76.00

-0.245 (-0.32%)

GRMN

Garmin

$50.45

-0.36 (-0.71%)

TOL

Toll Brothers

$34.04

2.05 (6.41%)

DEPO

Depomed

$15.77

-0.7 (-4.25%)

CHS

Chico's

$14.93

0.635 (4.44%)

PZZA

Papa John's

$85.63

-0.38 (-0.44%)

TXRH

Texas Roadhouse

$47.79

-0.45 (-0.93%)

FSLR

First Solar

$36.62

1.78 (5.11%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 22

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    Mar

INGIY

Ingenico

$16.94

0.02 (0.12%)

12:06
02/22/17
02/22
12:06
02/22/17
12:06
Hot Stocks
Ingenico finalizes acquisition of TechProcess; terms not disclosed »

Ingenico Group announced…

03/08/13
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  • 14

    Mar

HCLP

Hi-Crush Partners

$23.05

1.65 (7.71%)

12:06
02/22/17
02/22
12:06
02/22/17
12:06
Upgrade
Hi-Crush Partners rating change  »

Hi-Crush Partners…

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  • 22

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12:05
02/22/17
02/22
12:05
02/22/17
12:05
General news
Treasury's $13 B 2-year FRN reopening was mixed »

Treasury's $13 B…

NFX

Newfield Exploration

$39.62

-2.87 (-6.75%)

12:01
02/22/17
02/22
12:01
02/22/17
12:01
Options
Newfield Exploration puts active as shares fall on earnings »

Newfield Exploration puts…

03/08/13
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  • 22

    Feb

11:59
02/22/17
02/22
11:59
02/22/17
11:59
Conference/Events
JPMorgan biotech/biopharma analysts hold an analyst/industry conference call »

SMid Biotech Analyst…

TWTR

Twitter

$16.33

-0.09 (-0.55%)

11:59
02/22/17
02/22
11:59
02/22/17
11:59
Hot Stocks
Twitter director of finance David Bicknell resigns »

David Bicknell, director…

03/08/13
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  • 22

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PSX

Phillips 66

$78.29

-0.7425 (-0.94%)

11:56
02/22/17
02/22
11:56
02/22/17
11:56
Options
Phillips 66 put volume heavy and directionally bearish »

Bearish flow noted in…

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DLB

Dolby

11:54
02/22/17
02/22
11:54
02/22/17
11:54
Conference/Events
Dolby management to meet with William Blair »

Group luncheon to be held…

03/08/13
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  • 23

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TREX

Trex Company

$66.58

-4.57 (-6.42%)

11:53
02/22/17
02/22
11:53
02/22/17
11:53
Conference/Events
Trex Company management to meet with Stephens »

Meeting to be held in New…

03/08/13
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  • 23

    Feb

P

Pandora

$13.08

-0.065 (-0.49%)

11:52
02/22/17
02/22
11:52
02/22/17
11:52
Conference/Events
Pandora management to meet with B. Riley »

Meetings to be held in…

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  • 22

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CARB

Carbonite

$19.65

0.05 (0.26%)

11:50
02/22/17
02/22
11:50
02/22/17
11:50
Conference/Events
Carbonite management to meet with Lake Street »

Meeting to be held in…

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  • 22

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RP

RealPage

$34.35

-0.2 (-0.58%)

11:50
02/22/17
02/22
11:50
02/22/17
11:50
Hot Stocks
RealPage announces new multi-year agreement with Morgan Properties »

RealPage announces that…

03/08/13
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  • 27

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