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CHKP

Check Point

$81.59

-0.94 (-1.14%)

, GOOG

Alphabet

$770.84

2.6 (0.34%)

09:13
11/30/16
11/30
09:13
11/30/16
09:13

Check Point reports over 1M Google accounts breached

CHKP

Check Point

$81.59

-0.94 (-1.14%)

GOOG

Alphabet

$770.84

2.6 (0.34%)

  • 08

    Dec

  • 13

    Dec

  • 15

    Jan

CHKP Check Point
$81.59

-0.94 (-1.14%)

09/19/16
IMPC
09/19/16
NO CHANGE
Target $190
IMPC
Outperform
Palo Alto win rates strong, can keep gaining share, says Imperial Capital
After meeting with Palo Alto Networks (PANW) management, Imperial Capital analyst Michael Kim noted that they highlighted their strong win rates when customers conduct head-to-head evaluations. Kim, who believes the company is gaining share in the network security market at the cost of Cisco (CSCO) and Check Point (CHKP), keeps an Outperform rating and $190 price target on Palo Alto shares.
09/28/16
PIPR
09/28/16
INITIATION
Target $95
PIPR
Overweight
Check Point initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Andrew Nowinski started Check Point Software with an Overweight rating and $95 price target. The company can meet and potentially exceed consensus estimates in FY17 "simply by maintaining its current market share," Nowinski tells investors in a research note.
09/28/16
09/28/16
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Amazon.com (AMZN) reinitiated with a Buy at Nomura. 2. Cabot Oil & Gas (COG) coverage assumed with a Buy at GMP Securities. 3. Johnson Controls (JCI) initiated with an Outperform at Cowen. 4. Check Point (CHKP) initiated with an Overweight at Piper Jaffray. 5. Duke Realty (DRE) initiated with a Neutral at Mizuho. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
10/12/16
PIPR
10/12/16
NO CHANGE
Target $30
PIPR
Neutral
Piper sees Fortinet issues as company specific
Piper Jaffray analyst Andrew Nowinski believes the issues that drove Fortinet's (FTNT) negative Q3 preannouncement are company specific. He lowered his price target for the shares to $30 from $33 and keeps a Neutral rating on the name. Nowinski points out that his firm's channel checks suggest demand has remained strong for both Palo Alto Networks (PANW) and Check Point (CHKP). The analyst recommends adding to positions in both names following any pressure from the Fortinet miss.
GOOG Alphabet
$770.84

2.6 (0.34%)

11/11/16
LOOP
11/11/16
NO CHANGE
LOOP
Loop Capital sees U.S.-centric internet names outperforming in near-term
Following the election of Donald Trump as President and the Republican sweep in D.C., large cap internet names, those with more international revenues, and China-based companies have been underperforming, noted Loop Capital analyst Blake Harper. Larger caps, such as Alphabet (GOOG), Amazon (AMZN) and Facebook (FB), could continue to see more pressure given the potential for more restrictive trade and antitrust policies, while internet companies the large majority of their revenues from the U.S. and a narrower market focus - such as Angie's List (ANGI), Care.com (CRCM), GrubHub (GRUB), Quotient (QUOT), Bankrate (RATE), LendingTree (TREE), TrueCar (TRUE) and Yelp (YELP) - should outperform in the near-term, contends Harper.
11/17/16
PIPR
11/17/16
NO CHANGE
PIPR
Piper sees Trump-related Internet selloff as 'rare opportunity'
Piper Jaffray analyst Gene Munster says he would be "buying the fear" priced into Internet mega-caps. Concerns of President-Elect Trump's impact on tech companies are being largely extrapolated from sound bites that are unlikely to manifest during Trump's presidency, Munster tells investors in a research note. The selloff in "best-in-class" large cap internet stocks Apple (AAPL), Amazon.com (AMZN), Alphabet (GOOG), Facebook (FB) and Netflix (NFLX) presents a "rare opportunity," Munster writes. He believes Trump's threats towards Amazon are without merit and that net neutrality is unlikely to be reversed. He finds the valuations for each of the mega-caps "very attractive."
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.
11/23/16
OPCO
11/23/16
NO CHANGE
OPCO
Facebook, Amazon.com most attractive on post-election pullback, says Oppenheimer
Oppenheimer analyst Jason Helfstein notes that there has been a rotation into industrial and financial stocks post-election, at the expense of multinational technology stocks. However, he sees some potential positive catalysts for "FANG" names, namely Facebook (FB), Amazon.com (AMZN), Netflix (NFLX) and Google (GOOG; GOOGL), with the first two looking the most attractive at current levels. The analyst points out that Facebook's potential positive catalysts include faster than expected ad monetization driven by "Video First" strategy, Instagram engagement and Dynamic Product Ads. As for Amazon, he expects stable consumer spending to support a strong holiday shopping season.

TODAY'S FREE FLY STORIES

02:50
09/21/17
09/21
02:50
09/21/17
02:50
General news
FX Update: The dollar has opened in London about 1% higher »

FX Update: The dollar has…

FEYE

FireEye

$16.98

-0.16 (-0.93%)

, PANW

Palo Alto Networks

$141.75

-1.12 (-0.78%)

21:49
09/20/17
09/20
21:49
09/20/17
21:49
Hot Stocks
SEC discloses hack of Edgar system in 2016 »

Securities and Exchange…

FEYE

FireEye

$16.98

-0.16 (-0.93%)

PANW

Palo Alto Networks

$141.75

-1.12 (-0.78%)

QLYS

Qualys

$52.45

0.25 (0.48%)

CHKP

Check Point

$111.27

-1.71 (-1.51%)

PFPT

Proofpoint

$92.19

0.32 (0.35%)

FTNT

Fortinet

$38.24

-0.3 (-0.78%)

SYMC

Symantec

$33.72

-0.44 (-1.29%)

IMPV

Imperva

$44.45

-0.15 (-0.34%)

FFIV

F5 Networks

$116.83

0.07 (0.06%)

CUDA

Barracuda

$24.32

-0.15 (-0.61%)

03/08/13
Wedge Partners
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Credit Suisse
03/06/13
Citigroup
03/06/13
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    Sep

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    Sep

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    Oct

  • 06

    Oct

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    Oct

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    Oct

  • 19

    Oct

OMP

Oasis Midstream Partners

20:38
09/20/17
09/20
20:38
09/20/17
20:38
Syndicate
Oasis Midstream Partners 7.5M share IPO priced at $19.00 »

The deal priced at the…

03/08/13
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03/08/13
Credit Suisse
03/06/13
Citigroup
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  • 21

    Sep

XLRN

Acceleron

$37.73

-1.24 (-3.18%)

20:37
09/20/17
09/20
20:37
09/20/17
20:37
Syndicate
Acceleron 5.405M share Secondary priced at $37.00 »

JPMorgan, Citi and…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
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  • 21

    Sep

IOVA

Iovance Biotherapeutics

$7.15

-1.4 (-16.37%)

19:46
09/20/17
09/20
19:46
09/20/17
19:46
Syndicate
Iovance Biotherapeutics 7.69M share Secondary priced at $6.50 »

The deal priced at $6.50,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 25

    Sep

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    Sep

SAFM

Sanderson Farms

$162.06

1.5 (0.93%)

, CAB

Cabela's

$61.45

0.07 (0.11%)

18:28
09/20/17
09/20
18:28
09/20/17
18:28
Hot Stocks
S&P announces changes to S&P MidCap 400, S&P SmallCap 600 indices »

S&P SmallCap 600…

SAFM

Sanderson Farms

$162.06

1.5 (0.93%)

CAB

Cabela's

$61.45

0.07 (0.11%)

TPRE

Third Point Reinsurance

$14.40

-0.1 (-0.69%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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WDC

Western Digital

$86.37

-3.55 (-3.95%)

, TOSYY

Toshiba, also use TOSBF

$17.08

-0.29 (-1.67%)

18:26
09/20/17
09/20
18:26
09/20/17
18:26
Hot Stocks
Sandisk subsidiaries initiate new arbitration proceedings against Toshiba »

Western Digital (WDC)…

WDC

Western Digital

$86.37

-3.55 (-3.95%)

TOSYY

Toshiba, also use TOSBF

$17.08

-0.29 (-1.67%)

TOSBF

Toshiba, also use TOSYY

$2.87

-0.02 (-0.69%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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NOA

North American Energy

$4.10

-0.05 (-1.20%)

18:26
09/20/17
09/20
18:26
09/20/17
18:26
Hot Stocks
North American Energy awarded two earthworks contracts for $90M »

North American Energy has…

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ISTR

Investar Holding

$23.15

0.15 (0.65%)

18:01
09/20/17
09/20
18:01
09/20/17
18:01
Hot Stocks
Investar Holding raises quarterly dividend to 3c from 2c per share »

The dividend is payable…

03/08/13
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BECN

Beacon Roofing

$47.86

-0.63 (-1.30%)

17:56
09/20/17
09/20
17:56
09/20/17
17:56
Syndicate
Beacon Roofing 6.325M share Secondary priced at $47.50 »

BofA/Merrill, RBC Capital…

03/08/13
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03/06/13
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  • 21

    Sep

AMD

AMD

$13.74

0.62 (4.73%)

, AMPH

Amphastar

$15.64

-0.02 (-0.13%)

17:46
09/20/17
09/20
17:46
09/20/17
17:46
Hot Stocks
On The Fly: After Hours Movers »

HIGHER: AMD (AMD), up 6%…

AMD

AMD

$13.74

0.62 (4.73%)

AMPH

Amphastar

$15.64

-0.02 (-0.13%)

GVP

GSE Systems

$2.80

0.05 (1.82%)

MLHR

Herman Miller

DPS

Dr Pepper Snapple

$91.68

-0.12 (-0.13%)

JUNO

Juno Therapeutics

$45.21

1.41 (3.22%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 21

    Sep

  • 28

    Sep

ABMD

Abiomed

$157.42

0.32 (0.20%)

17:36
09/20/17
09/20
17:36
09/20/17
17:36
Hot Stocks
Abiomed receives FDA PMA approval for Impella RP for right heart failure »

Abiomed has received FDA…

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03/06/13
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OSK

Oshkosh

$79.69

0.34 (0.43%)

17:35
09/20/17
09/20
17:35
09/20/17
17:35
Hot Stocks
Oshkosh awarded $466.7M government contract modification »

Oshkosh Defense, Oshkosh,…

03/08/13
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03/06/13
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03/06/13
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AET

Aetna

$155.03

-1.01 (-0.65%)

17:32
09/20/17
09/20
17:32
09/20/17
17:32
Hot Stocks
Aetna president Lynch sells $2.5M of company shares »

The president of health…

03/08/13
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03/06/13
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APRN

Blue Apron

$5.22

-0.29 (-5.26%)

17:25
09/20/17
09/20
17:25
09/20/17
17:25
Hot Stocks
Blue Apron jumps after meal kit competitor Plated acquired by Albertsons »

Earlier today, food…

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DPS

Dr Pepper Snapple

$91.68

-0.12 (-0.13%)

17:22
09/20/17
09/20
17:22
09/20/17
17:22
Earnings
Dr Pepper Snapple cuts FY17 EPS view to $4.53-$4.63 from $4.56-$4.66 »

FY17 consensus $4.63. In…

03/08/13
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HBI

Hanesbrands

$24.64

-0.07 (-0.28%)

17:22
09/20/17
09/20
17:22
09/20/17
17:22
Downgrade
Hanesbrands rating change at Nomura Instinet »

Hanesbrands downgraded to…

03/08/13
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TPRE

Third Point Reinsurance

$14.40

-0.1 (-0.69%)

, SAFM

Sanderson Farms

$162.06

1.5 (0.93%)

17:19
09/20/17
09/20
17:19
09/20/17
17:19
Hot Stocks
Breaking Hot Stocks news story on Third Point Reinsurance, Sanderson Farms »

Third Point Reinsurance…

TPRE

Third Point Reinsurance

$14.40

-0.1 (-0.69%)

SAFM

Sanderson Farms

$162.06

1.5 (0.93%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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SAFM

Sanderson Farms

$162.06

1.5 (0.93%)

, CAB

Cabela's

$61.45

0.07 (0.11%)

17:18
09/20/17
09/20
17:18
09/20/17
17:18
Hot Stocks
Sanderson Farms to replace Cabela's in S&P 400 at open on 9/26 »

Bass Pro Shops is…

SAFM

Sanderson Farms

$162.06

1.5 (0.93%)

CAB

Cabela's

$61.45

0.07 (0.11%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
Barclays

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IPCI

Intellipharmaceutics

17:14
09/20/17
09/20
17:14
09/20/17
17:14
Hot Stocks
Intellipharmaceutics receives Nasdaq non-compliance notice »

Intellipharmaceutics has…

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

RWLK

ReWalk Robotics

17:13
09/20/17
09/20
17:13
09/20/17
17:13
Syndicate
Breaking Syndicate news story on ReWalk Robotics »

ReWalk Robotics files to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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ABM

ABM

$39.29

0.23 (0.59%)

17:11
09/20/17
09/20
17:11
09/20/17
17:11
Hot Stocks
Breaking Hot Stocks news story on ABM »

Thomas H. Lee Advisors…

03/08/13
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03/06/13
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03/06/13
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IVTY

Invuity

$8.35

-0.15 (-1.76%)

17:07
09/20/17
09/20
17:07
09/20/17
17:07
Hot Stocks
Breaking Hot Stocks news story on Invuity »

Discovery Group raises…

03/08/13
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  • 25

    Sep

  • 16

    Nov

USG

USG

$31.26

1.84 (6.25%)

, CBPX

Continental Building

$25.60

1.25 (5.13%)

17:04
09/20/17
09/20
17:04
09/20/17
17:04
Hot Stocks
Gypsum stocks jump after peer National Gypsum announces price increase »

Shares of companies…

USG

USG

$31.26

1.84 (6.25%)

CBPX

Continental Building

$25.60

1.25 (5.13%)

EXP

Eagle Materials

$105.07

2.9 (2.84%)

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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  • 20

    Sep

TRHC

Tabula Rasa HealthCare

$25.66

-0.38 (-1.46%)

16:46
09/20/17
09/20
16:46
09/20/17
16:46
Recommendations
Tabula Rasa HealthCare analyst commentary at Piper Jaffray »

Tabula Rasa HealthCare…

03/08/13
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