Breaking News Instant updates and real-time market news.

AMZN

Amazon.com

$853.42

0.45 (0.05%)

, MSFT

Microsoft

$64.64

-0.11 (-0.17%)

10:20
03/17/17
03/17
10:20
03/17/17
10:20

Amazon cloud unit seen losing momentum as Microsoft gains ground

The growth of Amazon's (AMZN) cloud business could slow as both Microsoft (MSFT) and Google (GOOG,GOOGL) increase their investments in their cloud offerings and become more "viable," research firm Pacific Crest contended today. Meanwhile, channel partners have become more upbeat on Microsoft's cloud business, the firm added. COMPETITION MORE VIABLE: After conducting checks, Pacific Crest analyst Brent Bracelin believes that the cloud offerings of Google and Microsoft have become "viable global alternatives" to Amazon's cloud business, Amazon Web Services, or AWS. The transformation occurred because Google and Microsoft have invested heavily in their cloud businesses, Bracelin explained. Although Amazon's cloud business still has a "multiyear lead" over its competitors, AWS' share gains and growth are moderating, Bracelin warned. He lowered his estimates for AWS "slightly," as he now believes that the unit's annual revenue growth will drop below 40% for the first time in 2017 and fall below 30% by the end of 2018. Consequently, he lowered his price target on Amazon's stock to $895 from $905. However, he kept an Overweight rating on the shares. PARTNERS MORE UPBEAT ON MICROSOFT: Channel partners that were skeptical about Microsoft's cloud business, Azure, have become more upbeat on the unit recently, Bracelin reported. He thinks that Azure's features and global footprint have become more competitive with those of AWS. Additionally, Azure appears to offer more functionality to large enterprises than AWS, indicated Bracelin, who kept a $70 price target and an Overweight rating on Microsoft shares. PRICE ACTION: In early trading, Amazon slipped 0.2% to $851.64 and Microsoft rose 0.3% to $64.86 per share.

AMZN

Amazon.com

$853.42

0.45 (0.05%)

MSFT

Microsoft

$64.64

-0.11 (-0.17%)

GOOG

Alphabet

$848.78

1.58 (0.19%)

GOOGL

Alphabet Class A

$870.00

1.61 (0.19%)

  • 19

    Mar

  • 20

    Mar

  • 27

    Mar

  • 28

    Mar

  • 09

    May

  • 16

    May

AMZN Amazon.com
$853.42

0.45 (0.05%)

03/17/17
PACS
03/17/17
NO CHANGE
PACS
Feedback on Microsoft cloud more positive, says Pacific Crest
Microsoft's (MSFT) cloud partners have become more upbeat on the company's cloud business, Azure, according to Pacific Crest analyst Brent Bracelin. The analyst says that Azure has "become a viable alternative to" Amazon's (AMZN) AWS. He continues to recommend buying Microsoft stock. .
03/17/17
PACS
03/17/17
NO CHANGE
PACS
Growth of Amazon.com cloud business could moderate, says Pacific Crest
Pacific Crest analyst Brent Bracelin says that heavy investments by Microsoft (MSFT) and Google (GOOG, GOOGL) could make their cloud businesses more competitive with Amazon's (AMZN) AWS. The analyst says that AWS' growth could decelerate this year and in 2018. He lowered his estimates for Amazon and cut his price target on the name to $895 from $905 but keeps an Overweight rating on the shares.
03/10/17
RBCM
03/10/17
NO CHANGE
RBCM
Amazon may see major boost from voice-activated Internet, says RBC Capital
RBC Capital analyst Mark Mahaney estimates that voice-activated Internet could generate $10B in revenue for Amazon (AMZN) by 2020. The analyst adds that voice-activated Internet "represents a material opportunity" for Alphabet (GOOG, GOOGL). Mahaney keeps a $900 price target and an Outperform rating on Amazon.
03/09/17
03/09/17
NO CHANGE

Macquarie has ten concerns about lululemon
Macquarie analyst Laurent Vasilescu outlined his ten concerns about lululemon (LULU). Specifically, he says that the company's store comps are in the low single percentage digits, the company continues to reduce the amount of information it discloses about its gross margins, its men's and ivivva projects are margin dilutive, the U.S. market has reached saturation, its U.S. stores are margin dilutive, it's not investing enough in marketing, it invests almost nothing in R&D and is not a tech company as it claims, it's facing new competition from Amazon (AMZN), Beyonce and denim, and it has high fixed SG&A costs and inventories. The analyst adds that the stock historically does well after the Q4 results and then retreats. He keeps a $44 price target and an Underperform rating on the name.
MSFT Microsoft
$64.64

-0.11 (-0.17%)

03/15/17
OPCO
03/15/17
NO CHANGE
Target $142
OPCO
Outperform
Arista Networks price target raised to $142 from $120 at Oppenheimer
Oppenheimer analyst Ittai Kidron raised his price target for Arista Networks (ANET) to $142 from $120 given his increasing conviction in the company's opportunities. The analyst sees multiple growth drivers still in early innings, including growing opportunities with cloud providers beyond Microsoft (MSFT), emerging DCI routing, HP Enterprise (HPE) go-to-market partnership, and potential incremental U.S. Federal business. He reiterates an Outperform rating on Arista's shares.
03/14/17
JEFF
03/14/17
NO CHANGE
Target $62
JEFF
Underperform
Jefferies says 'probably not' on Citrix takeover
In a research note titled "Maybe, But Probably Not," Jefferies analyst John DiFucci argues that a strategic acquirer would "be hard-pressed" to seriously consider acquiring Citrix Systems (CTXS) at a premium to current share levels. Further, he believes a financial buyer would likely find a deal "even more difficult." A potential strategic buyer for the whole company aside from Microsoft (MSFT) is difficult to find, DiFucci writes. He keeps an Underperform rating on Citrix with a $62 price target. The analyst's thoughts following reports that Citrix has hired bankers to explore a sale.
GOOG Alphabet
$848.78

1.58 (0.19%)

03/14/17
DADA
03/14/17
NO CHANGE
Target $51
DADA
Neutral
Tableau price target lowered to $51 from $55 at DA Davidson
DA Davidson analyst Jack Andrews said several data points in recent weeks lead him to believe that the total addressable market opportunity for Tableau (DATA) is being contested and/or eroded by more "heavyweight" enterprise software companies, including Google (GOOG), Microsoft (MSFT) and Workday (WDAY). Citing the continued rise of competition, Andrews reiterates a Neutral rating on Tableau and lowered his price target to $51 from $55.
03/08/17
UBSW
03/08/17
NO CHANGE
Target $60
UBSW
Buy
Tableau negative read from Google expansion not fully warranted, says UBS
UBS analyst Fatima Boolani said Tableau (DATA) shares were weak following reports that Alphabet's Google (GOOG) announced expansion of its data analytics and visualization tool, Data Studio. Boolani does not believe the negative read through is fully warranted as Data Studio remains a work in progress and its user audience is more of the developer type than Tableau's larger line-of-business. Boolani believes the risk/reward is positively skewed for Tableau and she reiterated her Buy rating and $60 price target on Tableau shares.
GOOGL Alphabet Class A
$870.00

1.61 (0.19%)

02/10/17
UBSW
02/10/17
DOWNGRADE
Target $12
UBSW
Sell
Twitter downgraded to Sell from Neutral at UBS
UBS analyst Eric Sheridan downgraded Twitter (TWTR) to Sell following the company's Q4 results. The analyst cut his price target for the shares to $12 from $18. In a research note titled "Can't Fly With Broken Wings," Sheridan said he sees Twitter as struggling to increase a mix of user time and mainstream adoption. Amid "hyper-competition" from Google (GOOGL, GOOG), Facebook (FB) and Instagram, among others, Twitter needs to re-position its advertising business around a smaller cohort of products, Sheridan tells investors. Loop Capital this morning also downgraded Twitter to Sell.

TODAY'S FREE FLY STORIES

21:00
05/26/17
05/26
21:00
05/26/17
21:00
General news
Breaking General news story  »

San Francisco Federal…

20:00
05/26/17
05/26
20:00
05/26/17
20:00
General news
Breaking General news story  »

San Francisco Federal…

JUNO

Juno Therapeutics

$23.30

-2.22 (-8.70%)

18:11
05/26/17
05/26
18:11
05/26/17
18:11
Hot Stocks
Juno Therapeutics director acquires 20,000 common shares »

In a regulatory filing,…

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

See Street Research during your Free Trial

  • 02

    Jun

UNH

UnitedHealth

$177.50

-0.55 (-0.31%)

18:06
05/26/17
05/26
18:06
05/26/17
18:06
Hot Stocks
UnitedHealth's OptumHealth awarded $200.5M government contract »

UnitedHealth's…

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

See Street Research during your Free Trial

  • 31

    May

VEC

Vectrus

$29.62

0.02 (0.07%)

17:56
05/26/17
05/26
17:56
05/26/17
17:56
Hot Stocks
Vectrus Systems awarded $212.03M modification to government contract »

Vectrus Systems was…

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

See Street Research during your Free Trial

IMMY

Imprimis

$3.34

-0.06 (-1.76%)

17:52
05/26/17
05/26
17:52
05/26/17
17:52
Syndicate
Breaking Syndicate news story on Imprimis »

Imprimis files $75M mixed…

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

See Street Research during your Free Trial

IRCP

IRSA Propiedades Comerciales

$43.58

-0.33 (-0.75%)

17:51
05/26/17
05/26
17:51
05/26/17
17:51
Syndicate
Breaking Syndicate news story on IRSA Propiedades Comerciales »

IRSA Propiedades…

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

See Street Research during your Free Trial

DSKE

Daseke

$9.79

-0.11 (-1.11%)

17:44
05/26/17
05/26
17:44
05/26/17
17:44
Syndicate
Breaking Syndicate news story on Daseke »

Daseke files $300M mixed…

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

See Street Research during your Free Trial

ECYT

Endocyte

$2.47

0.02 (0.82%)

, RNN

Rexahn

$4.04

0.09 (2.28%)

17:35
05/26/17
05/26
17:35
05/26/17
17:35
Hot Stocks
On The Fly: After Hours Movers »

HIGHER: Endocyte (ECYT),…

ECYT

Endocyte

$2.47

0.02 (0.82%)

RNN

Rexahn

$4.04

0.09 (2.28%)

TGTX

TG Therapeutics

$12.05

0.15 (1.26%)

SGMO

Sangamo

$7.25

-0.55 (-7.05%)

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

See Street Research during your Free Trial

  • 02

    Jun

  • 05

    Jun

  • 05

    Jun

  • 06

    Jun

  • 22

    Jun

ECYT

Endocyte

$2.47

0.02 (0.82%)

17:33
05/26/17
05/26
17:33
05/26/17
17:33
Hot Stocks
Endocyte to announce updated data on EC1456, EC1169 at ASCO »

Endocyte announced that…

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

See Street Research during your Free Trial

  • 02

    Jun

PEP

PepsiCo

$117.91

0.38 (0.32%)

17:30
05/26/17
05/26
17:30
05/26/17
17:30
Periodicals
PepsiCo in talks to acquire Vita Coco owner All Market, Reuters reports »

PepsiCo is in discussions…

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

See Street Research during your Free Trial

BCOV

Brightcove

$6.25

0.25 (4.17%)

17:25
05/26/17
05/26
17:25
05/26/17
17:25
Hot Stocks
Breaking Hot Stocks news story on Brightcove »

ESW Capital reports 8.08%…

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

See Street Research during your Free Trial

  • 05

    Jun

SHIP

Seanergy Marine

$0.69

0.001244 (0.18%)

17:19
05/26/17
05/26
17:19
05/26/17
17:19
Hot Stocks
Seanergy Marine receives Nasdaq notice »

Seanergy Maritime…

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

See Street Research during your Free Trial

F

Ford

$10.93

0.07 (0.64%)

, DB

Deutsche Bank

$18.46

-0.39 (-2.07%)

17:10
05/26/17
05/26
17:10
05/26/17
17:10
General news
S&P advances to end week at record as Fed signals no rush to normalize policy »

The S&P 500 (SPX)…

F

Ford

$10.93

0.07 (0.64%)

DB

Deutsche Bank

$18.46

-0.39 (-2.07%)

BBY

Best Buy

$58.97

-2.28 (-3.72%)

HPQ

HP Inc.

$18.47

0.1 (0.54%)

BX

Blackstone

$32.58

0.11 (0.34%)

NOK

Nokia

$6.38

-0.02 (-0.31%)

AAPL

Apple

$153.61

-0.26 (-0.17%)

GM

General Motors

$33.07

0.47 (1.44%)

HUN

Huntsman

$24.75

-0.11 (-0.44%)

BF.A

Brown-Forman, also tag with BFA, BFB

$52.49

-0.21 (-0.40%)

BF.B

Brown-Forman, also tag with BFA, BFB

$51.73

0.13 (0.25%)

STZ

Constellation Brands

$180.93

0.79 (0.44%)

LOW

Lowe's

$80.91

-0.42 (-0.52%)

TIF

Tiffany

$86.18

0.36 (0.42%)

SHLD

Sears

$7.78

-0.7 (-8.25%)

SIG

Signet Jewelers

$49.31

-0.99 (-1.97%)

COST

Costco

$177.86

3.13 (1.79%)

ANF

Abercrombie & Fitch

$13.22

-0.83 (-5.91%)

AEO

American Eagle

$11.50

0.08 (0.70%)

EXPR

Express

$7.85

0.03 (0.38%)

TTWO

Take-Two

$77.07

-1.46 (-1.86%)

AZO

AutoZone

$615.62

8.28 (1.36%)

DSW

DSW

$16.73

-0.06 (-0.36%)

INTU

Intuit

$138.56

0.2 (0.14%)

PBYI

Puma Biotechnology

$79.75

1.7 (2.18%)

CHS

Chico's

$9.37

-0.39 (-4.00%)

SPLS

Staples

$8.98

-0.08 (-0.88%)

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

See Street Research during your Free Trial

  • 30

    May

  • 31

    May

  • 31

    May

  • 31

    May

  • 01

    Jun

  • 01

    Jun

  • 01

    Jun

  • 02

    Jun

  • 06

    Jun

  • 06

    Jun

  • 06

    Jun

  • 07

    Jun

  • 12

    Jun

  • 12

    Jun

  • 13

    Jun

  • 20

    Jun

  • 28

    Jun

  • 21

    Jul

BGNE

BeiGene

$37.42

-0.04 (-0.11%)

17:07
05/26/17
05/26
17:07
05/26/17
17:07
Syndicate
Breaking Syndicate news story on BeiGene »

BeiGene files automatic…

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

See Street Research during your Free Trial

  • 02

    Jun

  • 06

    Jun

CGI

Celadon Group

17:06
05/26/17
05/26
17:06
05/26/17
17:06
Hot Stocks
Breaking Hot Stocks news story on Celadon Group »

Litespeed Management…

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

See Street Research during your Free Trial

CRD

Crawford & Company Inc.

, CRDA

Crawford & Co.

$7.65

0.01 (0.13%)

17:05
05/26/17
05/26
17:05
05/26/17
17:05
Hot Stocks
Crawford & Company COO Robinson to leave company »

Crawford & Company…

CRD

Crawford & Company Inc.

CRDA

Crawford & Co.

$7.65

0.01 (0.13%)

CRDB

Crawford & Company

$9.08

-0.02 (-0.22%)

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

See Street Research during your Free Trial

SEAS

SeaWorld

$18.08

-0.13 (-0.71%)

17:03
05/26/17
05/26
17:03
05/26/17
17:03
Hot Stocks
Breaking Hot Stocks news story on SeaWorld »

Hill Path Capital raises…

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

See Street Research during your Free Trial

DMRC

Digimarc

$36.10

2.45 (7.28%)

17:03
05/26/17
05/26
17:03
05/26/17
17:03
Syndicate
Breaking Syndicate news story on Digimarc »

Digimarc files $100M…

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

See Street Research during your Free Trial

  • 30

    May

  • 31

    May

  • 06

    Sep

IPCI

Intellipharmaceutics

$1.94

-0.01 (-0.51%)

17:01
05/26/17
05/26
17:01
05/26/17
17:01
Syndicate
Breaking Syndicate news story on Intellipharmaceutics »

Intellipharmaceutics…

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

See Street Research during your Free Trial

  • 25

    Sep

GWR

Genesee & Wyoming

$66.47

0.91 (1.39%)

16:57
05/26/17
05/26
16:57
05/26/17
16:57
Hot Stocks
Genesee & Wyoming CEO Hellmann named chairman of the board »

Genesee & Wyoming…

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

See Street Research during your Free Trial

PZG

Paramount Gold Nevada

$1.61

0.02 (1.26%)

16:54
05/26/17
05/26
16:54
05/26/17
16:54
Syndicate
Breaking Syndicate news story on Paramount Gold Nevada »

Paramount Gold Nevada…

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

See Street Research during your Free Trial

SGMO

Sangamo

$7.25

-0.55 (-7.05%)

16:53
05/26/17
05/26
16:53
05/26/17
16:53
Syndicate
Breaking Syndicate news story on Sangamo »

Sangamo files $200M mixed…

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

See Street Research during your Free Trial

  • 06

    Jun

TGTX

TG Therapeutics

$12.05

0.15 (1.26%)

16:49
05/26/17
05/26
16:49
05/26/17
16:49
Syndicate
Breaking Syndicate news story on TG Therapeutics »

TG Therapeutics files…

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

See Street Research during your Free Trial

  • 02

    Jun

  • 05

    Jun

  • 05

    Jun

  • 06

    Jun

  • 22

    Jun

AVXL

Anavex

$5.88

-0.06 (-1.01%)

16:49
05/26/17
05/26
16:49
05/26/17
16:49
Syndicate
Breaking Syndicate news story on Anavex »

Anavex files to sell 5M…

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

See Street Research during your Free Trial

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.