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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

MFA

MFA Financial

$8.39

0.04 (0.48%)

11:50
06/28/17
06/28
11:50
06/28/17
11:50
Options
New defensive position opened in MFA Financial »

New defensive position…

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11:50
06/28/17
06/28
11:50
06/28/17
11:50
General news
Treasury's $13 B 2-year FRN reopening was awarded at a 0.080% high »

Treasury's $13 B…

AIQUY

Air Liquide

$25.12

0.19 (0.76%)

11:49
06/28/17
06/28
11:49
06/28/17
11:49
Hot Stocks
Air Liquide inks new contracts in fiber optics industry in China »

Over a one-year time…

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DK

Delek US

$26.62

0.435 (1.66%)

, ALJ

Alon USA Energy

$13.41

0.23 (1.75%)

11:43
06/28/17
06/28
11:43
06/28/17
11:43
Conference/Events
Alon USA Energy to host special shareholder meeting »

Special Shareholder…

DK

Delek US

$26.62

0.435 (1.66%)

ALJ

Alon USA Energy

$13.41

0.23 (1.75%)

03/08/13
Wedge Partners
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03/06/13
Citigroup
03/06/13
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  • 28

    Jun

  • 29

    Jun

ALJ

Alon USA Energy

$13.39

0.21 (1.59%)

, DK

Delek US

$26.60

0.42 (1.60%)

11:42
06/28/17
06/28
11:42
06/28/17
11:42
Conference/Events
Delek US to host special shareholder meeting »

Special Shareholder…

ALJ

Alon USA Energy

$13.39

0.21 (1.59%)

DK

Delek US

$26.60

0.42 (1.60%)

03/08/13
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03/06/13
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  • 29

    Jun

11:41
06/28/17
06/28
11:41
06/28/17
11:41
General news
2-Yr FRN Note Auction Bid/Cover data reported »

2-Yr FRN Note Auction…

11:41
06/28/17
06/28
11:41
06/28/17
11:41
General news
2-Yr FRN Note Auction Total Amount data reported »

2-Yr FRN Note Auction…

MTGE

MTGE Investment Corp.

$19.10

-0.3 (-1.55%)

11:40
06/28/17
06/28
11:40
06/28/17
11:40
Options
MTGE Investment attracts a large put buyer »

MTGE Investment attracts…

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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ETR

Entergy

$78.25

0.12 (0.15%)

11:36
06/28/17
06/28
11:36
06/28/17
11:36
Hot Stocks
Entergy Louisiana wins approval to build Lake Charles Power Station »

The Louisiana Public…

03/08/13
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03/08/13
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Citigroup
03/06/13
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PYPL

PayPal

$52.73

-1.01 (-1.88%)

, V

Visa

$95.57

0.67 (0.71%)

11:35
06/28/17
06/28
11:35
06/28/17
11:35
Hot Stocks
Pacific Crest, Craig-Hallum see promise in 'asset light' PayPal »

Shares of PayPal have…

PYPL

PayPal

$52.73

-1.01 (-1.88%)

V

Visa

$95.57

0.67 (0.71%)

MA

MasterCard

$123.68

0.94 (0.77%)

AMZN

Amazon.com

$976.78

-17.2 (-1.73%)

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

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  • 28

    Jun

  • 28

    Jun

  • 29

    Jun

TXT

Textron

$47.14

0.69 (1.49%)

11:35
06/28/17
06/28
11:35
06/28/17
11:35
Hot Stocks
Textron names Lisa Atherton president, CEO of Textron Systems »

Textron announced that…

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PEG

PSEG

$43.70

0.075 (0.17%)

11:30
06/28/17
06/28
11:30
06/28/17
11:30
Conference/Events
PSEG management to meet with Jefferies »

Meetings to be held in…

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03/06/13
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  • 29

    Jun

  • 30

    Jun

MITT

AG Mortgage

$18.44

-0.265 (-1.42%)

11:30
06/28/17
06/28
11:30
06/28/17
11:30
Options
AG Mortgage Investment Trust attracts bearish flow »

AG Mortgage Investment…

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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NGVT

Ingevity

$55.40

1.71 (3.19%)

11:28
06/28/17
06/28
11:28
06/28/17
11:28
Conference/Events
Ingevity management to meet with Jefferies »

Meeting to be held in…

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03/06/13
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  • 29

    Jun

SND

Smart Sand

$8.27

0.3 (3.76%)

11:26
06/28/17
06/28
11:26
06/28/17
11:26
Conference/Events
Smart Sand management to meet with Jefferies »

Meeting to be held in…

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03/06/13
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  • 29

    Jun

11:25
06/28/17
06/28
11:25
06/28/17
11:25
General news
Equity option flows: call spread demand on S&P e-minis »

Equity option flows: call…

CMCSA

Comcast

$39.25

-0.34 (-0.86%)

11:20
06/28/17
06/28
11:20
06/28/17
11:20
Options
Another large call spread in Comcast »

Another large call spread…

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  • 27

    Jul

$NSD

NASDAQ Market Internals

11:17
06/28/17
06/28
11:17
06/28/17
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

11:16
06/28/17
06/28
11:16
06/28/17
11:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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AOBC

American Outdoor Brands

$22.95

-0.31 (-1.33%)

11:15
06/28/17
06/28
11:15
06/28/17
11:15
Options
American Outdoor Brands put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 29

    Jun

LUV

Southwest

$62.29

0.7799 (1.27%)

11:01
06/28/17
06/28
11:01
06/28/17
11:01
Hot Stocks
Southwest to consolidate Cuba service with focus on Havana »

Southwest Airlines…

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  • 07

    Jul

ALLY

Ally Financial

$21.09

0.095 (0.45%)

11:00
06/28/17
06/28
11:00
06/28/17
11:00
Options
Sale of 5400 Dec 20 calls in Ally Financial likely closes »

Sale of 5400 Dec 20 calls…

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  • 27

    Jul

CBI

CB&I

$22.26

2.2408 (11.19%)

10:58
06/28/17
06/28
10:58
06/28/17
10:58
Hot Stocks
Court corrects error in CB&I opinion »

The Supreme Court of…

03/08/13
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OMER

Omeros

$22.47

-2.32 (-9.36%)

10:57
06/28/17
06/28
10:57
06/28/17
10:57
Hot Stocks
Omeros lower after short report puts $1 target on shares »

Shares of Omeros are…

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PWE

Penn West

$1.32

0.001 (0.08%)

10:50
06/28/17
06/28
10:50
06/28/17
10:50
Hot Stocks
Breaking Hot Stocks news story on Penn West 

Penn West trading resumes…

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