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CHKP

Check Point

$81.59

-0.94 (-1.14%)

, GOOG

Alphabet

$770.84

2.6 (0.34%)

09:15
11/30/16
11/30
09:15
11/30/16
09:15

Check Point reports over 1M Google accounts breached

Check Point Software Technologies (CHKP) announced its security researchers have revealed a new variant of Android malware, breaching the security of more than one million Google (GOOG) accounts. The new malware campaign, named Gooligan, roots Android devices and steals email addresses and authentication tokens stored on them. With this information, attackers can access users' sensitive data from Gmail, Google Photos, Google Docs, Google Play, Google Drive, and G Suite. "This theft of over a million Google account details is very alarming and represents the next stage of cyber-attacks," said Michael Shaulov, Check Point's head of mobile products. "We are seeing a shift in the strategy of hackers, who are now targeting mobile devices in order to obtain the sensitive information that is stored on them." Check Point reached out to the Google security team immediately with information on this campaign. Check Point is offering a free online tool that allows users to check if their account has been 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

BA

Boeing

$176.59

1.2274 (0.70%)

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02/23/17
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11:05
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Boeing reports 31 new orders in weekly update »

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11:05
02/23/17
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General news
52-Week Bill Announcement CUSIP Number data reported »

52-Week Bill Announcement…

11:05
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General news
52-Week Bill Announcement Offering Amount data reported »

52-Week Bill Announcement…

11:05
02/23/17
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General news
6-Month Bill Announcement CUSIP Number data reported »

6-Month Bill Announcement…

11:05
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General news
6-Month Bill Announcement Offering Amount data reported »

6-Month Bill Announcement…

FRTA

Forterra

$18.52

-0.14 (-0.75%)

11:04
02/23/17
02/23
11:04
02/23/17
11:04
Conference/Events
Forterra management to meet with Oppenheimer »

Meeting to be held in New…

03/08/13
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LMT

Lockheed Martin

$263.90

-2.025 (-0.76%)

11:03
02/23/17
02/23
11:03
02/23/17
11:03
Hot Stocks
Trump says Lockheed Martin cut plane costs by $700M »

President Trump, during a…

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  • 23

    Feb

LHCG

LHC Group

$49.26

0.36 (0.74%)

11:02
02/23/17
02/23
11:02
02/23/17
11:02
Conference/Events
LHC Group management to meet with Oppenheimer »

Meeting to be held in the…

03/08/13
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  • 23

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NTT

Nippon Telegraph

$42.17

0.22 (0.52%)

11:02
02/23/17
02/23
11:02
02/23/17
11:02
Hot Stocks
NTT Communication to acquire 100% ownership of RagingWire Data Centers »

RagingWire Data Centers,…

03/08/13
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PLSE

Pulse Biosciences

$14.49

0.66 (4.77%)

11:01
02/23/17
02/23
11:01
02/23/17
11:01
Periodicals
Pulse Biosciences mentioned cautiously by TheStreetSweeper 

Reference Link

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11:01
02/23/17
02/23
11:01
02/23/17
11:01
General news
Kansas City Fed Manufacturing Index Level data reported »

February Kansas City Fed…

NLSN

Nielsen

$45.10

0.215 (0.48%)

11:01
02/23/17
02/23
11:01
02/23/17
11:01
Hot Stocks
Nielsen says Univision signs multiyear agreement with Nielsen Audio »

Nielsen announced that…

03/08/13
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  • 23

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  • 06

    Mar

FEYE

FireEye

$11.23

-0.57 (-4.83%)

11:01
02/23/17
02/23
11:01
02/23/17
11:01
Options
Call buyers jump as FireEye shares catch fire »

Call buyers jump as…

03/08/13
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  • 27

    Feb

11:00
02/23/17
02/23
11:00
02/23/17
11:00
General news
EIA crude inventories for week of February 17 »

Crude oil inventories…

11:00
02/23/17
02/23
11:00
02/23/17
11:00
General news
Treasury 7-year auction outlook: »

Treasury 7-year auction…

10:55
02/23/17
02/23
10:55
02/23/17
10:55
General news
U.S. tax refunds »

U.S. tax refunds are…

ORCL

Oracle

$42.84

0.33 (0.78%)

10:51
02/23/17
02/23
10:51
02/23/17
10:51
Options
Large option block opened in Oracle as shares reach 52-week highs »

Large option block opened…

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10:50
02/23/17
02/23
10:50
02/23/17
10:50
General news
FX Action: USD-JPY »

FX Action: USD-JPY has…

NVDA

NVIDIA

$110.76

-0.31 (-0.28%)

, INTC

Intel

$36.07

-0.45 (-1.23%)

10:50
02/23/17
02/23
10:50
02/23/17
10:50
Hot Stocks
Analysts say sell NVIDIA amid competitive changes, gaming slowdown »

Shares of NVIDIA (NVDA)…

NVDA

NVIDIA

$110.76

-0.31 (-0.28%)

INTC

Intel

$36.07

-0.45 (-1.23%)

AMD

AMD

$14.28

0.28 (2.00%)

03/08/13
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    Apr

AMCX

AMC Networks

$57.50

-0.19 (-0.33%)

10:46
02/23/17
02/23
10:46
02/23/17
10:46
Hot Stocks
AMC Networks sees Q1 as most challenging time for AOI comps »

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  • 23

    Feb

FCX

Freeport McMoRan

$13.77

0.0354 (0.26%)

10:46
02/23/17
02/23
10:46
02/23/17
10:46
Options
Freeport McMoRan call volume above normal and directionally bullish »

Bullish option flow…

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  • 26

    Feb

HD

Home Depot

$145.90

0.65 (0.45%)

, LOW

Lowe's

$76.75

-0.055 (-0.07%)

10:45
02/23/17
02/23
10:45
02/23/17
10:45
Hot Stocks
Analyst says buy Home Depot as market underestimates housing recovery »

Morgan Stanley upgraded…

HD

Home Depot

$145.90

0.65 (0.45%)

LOW

Lowe's

$76.75

-0.055 (-0.07%)

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  • 01

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10:44
02/23/17
02/23
10:44
02/23/17
10:44
Hot Stocks
Breaking Hot Stocks news story  »

Reading International…

AMCX

AMC Networks

$57.50

-0.19 (-0.33%)

10:42
02/23/17
02/23
10:42
02/23/17
10:42
Hot Stocks
AMC Networks sees continued growth in international cable networks »

The company noted that…

03/08/13
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  • 23

    Feb

ARNC

Arconic

$30.50

-0.05 (-0.16%)

10:42
02/23/17
02/23
10:42
02/23/17
10:42
Hot Stocks
Elliott reiterates recommendation Arconic board consider Lawson as next CEO »

Elliott Management…

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