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MSFT

Microsoft

$60.26

-0.83 (-1.36%)

, LNKD

LinkedIn

$195.21

-0.03 (-0.02%)

13:31
12/01/16
12/01
13:31
12/01/16
13:31

EU likely to clear Microsoft-LinkedIn deal with conditions, Dow Jones says

The EU conditions are based "largely" on remedies that Microsoft offered in November, Dow Jones added, citing sources.

MSFT

Microsoft

$60.26

-0.83 (-1.36%)

LNKD

LinkedIn

$195.21

-0.03 (-0.02%)

CRM

Salesforce

$68.78

-3.22 (-4.47%)

  • 01

    Dec

MSFT Microsoft
$60.26

-0.83 (-1.36%)

12/01/16
OPCO
12/01/16
NO CHANGE
OPCO
Outperform
Amazon continues to attack large, emerging opportunities, says Oppenheimer
Commenting on the first day of Amazon's (AMZN) Amazon Web Services re:Invent conference, Oppenheimer analyst Jason Helfstein notes that AWS targeted Oracle's (ORCL) database services and highlighted more artificial intelligence functionality in line with Google's (GOOG; GOOGL)/Microsoft (MSFT). The analyst says Amazon also touched on its partnership with VMware (VMW), which should help enterprise migration. Helfstein believes AWS continues to attack large/emerging opportunities while continuing to simplify/automate the development process. He reiterates an Outperform rating on Amazon's shares.
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.
LNKD LinkedIn
$195.21

-0.03 (-0.02%)

06/15/16
UBSW
06/15/16
DOWNGRADE
Target $196
UBSW
Neutral
LinkedIn downgraded to Neutral from Buy at UBS
UBS analyst Eric Sheridan downgraded LinkedIn (LNKD) to Neutral saying it is unlikely that another bidder to Microsoft (MSFT) will emerge. The analyst, however, "cannot completely rule out this possibility." He raised his price target for LinkedIn shares to $196 from $175.
09/23/16
BOFA
09/23/16
NO CHANGE
Target $55
BOFA
Buy
BofA thinks Verizon deal stays on track despite Yahoo data breach
Bank of America Merrill Lynch analyst Justin Post said that Yahoo's (YHOO) disclosure of the massive data breach impacting over 500M of its users is clearly a negative for the company that could result in email account closures, but he does not anticipate a major impact on Yahoo's business related to this breach, citing as evidence the fact that he is not aware of any significant business impairment or financial liability related to security breaches at LinkedIn (LNKD) in 2012 and at eBay (EBAY) in 2014. Post adds that the Target (TGT) data breach, which did include credit card info, is not directly comparable to Yahoo's breach. For Verizon (VZ) to back out of its acquisition agreement, Post thinks the company would need to assume Yahoo acted in bad faith during negotiations and that the Yahoo asset is impaired or comes with significant liability, neither of which he sees as being the case. The analyst keeps a Buy rating on Yahoo and bumped his target on the shares to $55 from $53, citing an increased price target on Alibaba (BABA) that a peer at the firm recently set.
06/15/16
NOMU
06/15/16
DOWNGRADE
NOMU
Neutral
LinkedIn downgraded to Neutral from Buy at Nomura
LinkedIn (LNKD) is being acquired by Microsoft (MSFT) for $196 per share in cash.
06/15/16
RBCM
06/15/16
DOWNGRADE
RBCM
Sector Perform
LinkedIn downgraded to Sector Perform from Outperform at RBC Capital
LinkedIn (LNKD) is being acquired by Microsoft (MSFT) for $196 per share in cash.
CRM Salesforce
$68.78

-3.22 (-4.47%)

11/18/16
BMUR
11/18/16
NO CHANGE
Target $110
BMUR
Buy
Salesforce acquisition strategy a key growth driver, says Brean Capital
Brean Capital analyst Yun Kim noted Salesforce reported strong Q3 results and strong implied billings guidance. He also acknowledged cautious investor sentiment due to the company's recent pursuit of a large acquisition and believes that could limit valuation multiples. Kim believes a disciplined acquisition strategy serves as a key growth driver for the company, however, and reiterated his Buy rating and $110 price target on Salesforce shares.
11/18/16
PACS
11/18/16
NO CHANGE
PACS
Salesforce shares should be bought after results, says Pacific Crest
After Salesforce reported stronger than expected results, Pacific Crest analyst Brent Bracelin says that the results were "impressive and surprising." The analyst thinks that the stock could reach $95, and he recommends buying the shares .
11/29/16
COWN
11/29/16
NO CHANGE
Target $95
COWN
Outperform
Salesforce positioned to double revenues organically, says Cowen
Cowen analyst J.Derrick Wood noted Salesforce shares faded following its last beat and raise quarter. He believes the cause was comments by CEO Mark Benioff, who wishes to double the company's revenue in 3-4 years, which many interpreted as bringing a higher risk of M&A dilution/disruption risk. Wood believes the company can double organically, driven by exposure to attractive secular trends around digital transformation, a broadening solution portfolio, and a positioning for the next wave of enterprise applications. Wood reiterated his Outperform rating and $95 price target on Salesforce shares.
11/18/16
ADAM
11/18/16
NO CHANGE
Target $95
ADAM
Buy
Salesforce weakness would be a buying opportunity, says Canaccord
Canaccord analyst Richard Davis noted Salesforce reported good Q3 results and provided in-line guidance. The analyst maintains his positive view on the company's fundamentals and said he would use any pullbacks to build out a full position. Davis reiterated his Buy rating and $95 price target on Salesforce shares.

TODAY'S FREE FLY STORIES

FRT

Federal Realty

$141.66

-0.12 (-0.08%)

12:26
12/09/16
12/09
12:26
12/09/16
12:26
Conference/Events
Federal Realty management to meet with Canaccord »

Meeting to be held in the…

03/08/13
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  • 09

    Dec

MNST

Monster Beverage

$43.05

-1.42 (-3.19%)

12:25
12/09/16
12/09
12:25
12/09/16
12:25
Options
Monster Beverage call volume above normal and directionally bullish »

Bullish option flow…

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$NYE

NYSE Market Internals

12:16
12/09/16
12/09
12:16
12/09/16
12:16
Technical Analysis
NYSE market internals summary »

Breadth is mixed with…

03/08/13
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$NSD

NASDAQ Market Internals

12:16
12/09/16
12/09
12:16
12/09/16
12:16
Technical Analysis
NASDAQ market internals summary »

Volume is lighter for…

03/08/13
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ITIC

Investors Title Company

$155.05

1.15 (0.75%)

12:15
12/09/16
12/09
12:15
12/09/16
12:15
Hot Stocks
Breaking Hot Stocks news story on Investors Title Company »

Investors Title Company…

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UTX

United Technologies

$109.53

1.1 (1.01%)

12:14
12/09/16
12/09
12:14
12/09/16
12:14
Hot Stocks
USW affirms 1,300 Carrier jobs still going to Mexico, only 730 jobs staying »

The United Steelworkers,…

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  • 14

    Dec

ITIC

Investors Title Company

$155.05

1.15 (0.75%)

12:10
12/09/16
12/09
12:10
12/09/16
12:10
Hot Stocks
Breaking Hot Stocks news story on Investors Title Company »

Investors Title Company…

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INVN

InvenSense

$10.44

2.17 (26.24%)

12:10
12/09/16
12/09
12:10
12/09/16
12:10
Options
Sweep call buyers in Invensense before a trading halt »

Sweep call buyers in…

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  • 05

    Jan

PBH

Prestige Brands

$47.19

0.66 (1.42%)

12:10
12/09/16
12/09
12:10
12/09/16
12:10
Hot Stocks
Breaking Hot Stocks news story on Prestige Brands »

Manor Road Capital…

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  • 09

    Jan

  • 09

    Jan

PPC

Pilgrim's Pride

$18.30

-0.08 (-0.44%)

, HRL

Hormel Foods

$34.24

0.15 (0.44%)

12:09
12/09/16
12/09
12:09
12/09/16
12:09
Hot Stocks
USDA raises red meat and poultry production forecast for 2016 »

In the World Agricultural…

PPC

Pilgrim's Pride

$18.30

-0.08 (-0.44%)

HRL

Hormel Foods

$34.24

0.15 (0.44%)

SAFM

Sanderson Farms

$85.38

-0.88 (-1.02%)

TSN

Tyson Foods

$60.99

-0.605 (-0.98%)

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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  • 09

    Dec

  • 15

    Dec

ANDE

Andersons

$42.25

0.95 (2.30%)

, POT

Potash

$19.67

0.39 (2.02%)

12:07
12/09/16
12/09
12:07
12/09/16
12:07
Hot Stocks
USDA U.S. wheat, corn estimates unchanged in December report »

In the World Agricultural…

ANDE

Andersons

$42.25

0.95 (2.30%)

POT

Potash

$19.67

0.39 (2.02%)

MOS

Mosaic

$30.85

0.6741 (2.23%)

DD

DuPont

$74.85

0.165 (0.22%)

SYT

Syngenta

$80.25

0.2 (0.25%)

CMP

Compass Minerals

$80.41

-0.09 (-0.11%)

CF

CF Industries

$30.25

-0.12 (-0.40%)

AGU

Agrium

$108.81

2.16 (2.03%)

BG

Bunge

$73.41

0.01 (0.01%)

MON

Monsanto

$104.79

0.09 (0.09%)

ADM

Archer Daniels

$46.32

0.35 (0.76%)

IPI

Intrepid Potash

$2.68

0.29 (12.13%)

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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  • 13

    Dec

  • 27

    Jan

MMYT

MakeMyTrip

$23.85

-0.7 (-2.85%)

12:06
12/09/16
12/09
12:06
12/09/16
12:06
Hot Stocks
Breaking Hot Stocks news story on MakeMyTrip »

Capital World Investors…

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NEP

NextEra Energy Partners

$25.25

0.3645 (1.46%)

12:05
12/09/16
12/09
12:05
12/09/16
12:05
Hot Stocks
Breaking Hot Stocks news story on NextEra Energy Partners »

Neuberger Berman reports…

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CLDX

Celldex

$3.74

-0.02 (-0.53%)

12:05
12/09/16
12/09
12:05
12/09/16
12:05
Hot Stocks
Breaking Hot Stocks news story on Celldex »

KLP Enterprises reports…

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PSX

Phillips 66

$87.35

-0.28 (-0.32%)

, CVX

Chevron

$115.51

0.3406 (0.30%)

12:04
12/09/16
12/09
12:04
12/09/16
12:04
Hot Stocks
Phillips 66 announces 2017 capital budget of $2.7B »

Phillips 66 (PSX)…

PSX

Phillips 66

$87.35

-0.28 (-0.32%)

CVX

Chevron

$115.51

0.3406 (0.30%)

DPM

DCP Midstream

$35.39

0.225 (0.64%)

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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  • 13

    Dec

CME

CME Group

$122.29

1.44 (1.19%)

12:02
12/09/16
12/09
12:02
12/09/16
12:02
Hot Stocks
CME Group appoints Julie Winkler as Chief Commercial Officer »

CME Group announced that…

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TTPH

Tetraphase

$4.63

0.14 (3.12%)

12:01
12/09/16
12/09
12:01
12/09/16
12:01
Technical Analysis
Tetraphase moves higher on unconfirmed takeover chatter »

Shares were last up over…

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ARNC

Arconic

$21.57

0.66 (3.16%)

12:00
12/09/16
12/09
12:00
12/09/16
12:00
Options
Arconic attracts bullish flow »

Arconic attracts bullish…

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  • 14

    Dec

NRE

Northstar Realty Europe Corp.

$12.19

0.42 (3.57%)

, NSAM

NorthStar Asset Management

$15.16

0.16 (1.07%)

11:59
12/09/16
12/09
11:59
12/09/16
11:59
Periodicals
Bow Street offers to buy Northstar Realty Europe for $13/share, Reuters reports »

Bow Street, a hedge fund…

NRE

Northstar Realty Europe Corp.

$12.19

0.42 (3.57%)

NSAM

NorthStar Asset Management

$15.16

0.16 (1.07%)

03/08/13
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  • 06

    Dec

TTPH

Tetraphase

$4.63

0.14 (3.12%)

11:57
12/09/16
12/09
11:57
12/09/16
11:57
Rumors
Rumor moving shares of Tetraphase »

Rumor: Tetraphase moves…

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INVN

InvenSense

$8.33

0.06 (0.73%)

11:55
12/09/16
12/09
11:55
12/09/16
11:55
Periodicals
Japan's TDK in talks to acquire InvenSense, Reuters reports »

Japan's TDK Corp is…

03/08/13
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  • 05

    Jan

SHLD

Sears

$12.76

0.64 (5.28%)

11:55
12/09/16
12/09
11:55
12/09/16
11:55
Options
Sears put volume heavy and directionally bearish »

Bearish flow noted in…

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INVN

InvenSense

$8.34

0.07 (0.85%)

11:53
12/09/16
12/09
11:53
12/09/16
11:53
Hot Stocks
Breaking Hot Stocks news story on InvenSense »

Invensense trading…

03/08/13
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  • 05

    Jan

INSW

International Seaways

$14.21

0.67 (4.95%)

11:50
12/09/16
12/09
11:50
12/09/16
11:50
Hot Stocks
Breaking Hot Stocks news story on International Seaways »

BlueMountain Capital…

03/08/13
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INVN

InvenSense

$8.34

0.065 (0.79%)

11:48
12/09/16
12/09
11:48
12/09/16
11:48
Periodicals
Breaking Periodicals news story on InvenSense »

InvenSense in acquistion…

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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  • 05

    Jan

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