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Fly News Breaks for March 20, 2017
Mar 20, 2017 | 08:38 EDT
JMP Securities analyst Greg McDowell says that investors' worries about Tableau's (DATA) intensifying competition are overdone. The analyst thinks that the company has a significant lead over its competitions, while many enterprises are starting to use analytics. The analyst adds that, although Microsoft (MSFT) has become a tougher competitor, the competition from Qlik and TIBCO Sportfire has eased. The analyst says that the weakness in Tableau's stock has created a buying opportunity, and he keeps a $65 price target and an Outperform rating on Tableau.
News For DATA;MSFT From the Last 2 Days
Aug 16, 2017 | 13:46 EDT
NetApp (NTAP) is scheduled to report results of its fiscal first quarter after the market close on Wednesday, August 16, with a conference call scheduled for 5:30 pm ET. What to watch for: 1. EPS CONSENSUS DOWN SIGNIFICANTLY: Along with its last report, NetApp guided for Q1 earnings per share in the range of 49c-57c on revenue of $1.24B-$1.39B. At the time, analysts expected the company to report Q1 EPS of 67c on revenue $1.33B, but those figures have since slipped to 55c and $1.32B, respectively. Following its earnings and guidance, however, analysts from UBS, FBN Securities, and Credit Suisse all upgraded the stock. 2. EXPANDED MICROSOFT ALLIANCE: On June 7, NetApp announced plans to expand its strategic alliance with Microsoft (MSFT) to "help enterprises accelerate digital transformation for hybrid cloud." NetApp said at the time that it plans to expand its Microsoft collaboration to include hybrid cloud data services, built on its ONTAP software. 3. MAXIM UPGRADES TO BUY: Earlier this week, Maxim analyst Nehal Chokshi upgraded NetApp to Buy from Hold and raised his price target for the shares to $56 from $46. Chokshi said that channel checks suggest that the company's hybrid cloud capabilities have gained traction. The analyst added that he believes NetApp is on the path to achieving a 25% operating margin in five years. 4. LONGBOW UPGRADES ON SURVEY RESULTS: In addition, Longbow analyst Joe Wittine upgraded NetApp to Buy from Neutral yesterday. Wittine said the upgrade was based on a survey which showed that the company's share gains have continued. The analyst said that estimates for the company can rise and added that resellers have become significantly more enthusiastic about its strategy. Wittine said the price target on the shares was $50.
Aug 15, 2017 | 10:11 EDT
Jason Zander -- Corporate VP, Microsoft Azure -- announced in a blog post that Microsoft has acquired Cycle Computing, a leader in cloud computing orchestration, to help make it easier than ever for customers to use High-Performance Computing and other Big Computing capabilities in the cloud. The cloud is quickly changing the world of Big Compute, giving customers the on-demand power and infrastructure necessary to run massive workloads at scale without the overhead. Your compute power is no longer measured or limited by the square footage of your data center... I'm excited to welcome the Cycle Computing team to Microsoft, and look forward to seeing the impact their technology and talent will have on Azure and the customer experience." Reference Link
Aug 14, 2017 | 15:16 EDT
Tiger Global disclosed in an SEC filing its holdings as of June 30. Tiger's five new buys during the second quarter included, by size of position, Netshoes (NETS), Altice (ATUS), JC Penney (JCP), Okta (OKTA), and Cloudera (CLDR). Tiger exited three positions during the quarter, including by size of previous position, Netease (NTES), Mercadolibre (MELI), and Elf Beauty (ELF). Tiger increased its stake in six holdings, including by size of previous position, Microsoft (MSFT), TransDigm (TDG), Apollo Global (APO), FleetCor (FLT), and Comcast (CMCSA). Tiger reduced its stake in seventeen holdings, including by size of previous position, Charter (CHTR), Fiat Chrysler (FCAU), Domino's (DPZ), Alphabet (GOOG), and Alphabet (GOOGL). Tiger's top holdings as of June 30, in order of size, were Priceline (PCLN), (JD), Amazon (AMZN), TransDigm, and Apollo Global.
Aug 14, 2017 | 10:29 EDT
Leon Cooperman's Omega Advisors disclosed in an SEC filing its holdings as of June 30. Omega made 21 new buys during the second quarter, including, by order of size, MaxLinear (MXL), Ocwen Financial (OCN), Covanta (CVA), L Brands (LB) and Trinity Industries (TRN). Omega exited 24 positions during the quarter, including by size of previous position, Walgreens Boots Alliance (WBA), TRI Pointe (TPH), Williams Partners (WPZ), Humana (HUM) and Pandora Media (P). The fund increased its stake in 19 holdings, including by size, Microsoft (MSFT), Sinclair Broadcast (SBGI), Valvoline (VVV), Nabors Industries (NBR) and Zynga (ZNGA). Omega reduced its stake in 16 holdings, including by size, HRG Group (HRG), Altisource Portfolio Solutions (ASPS), Arris (ARRS) and Lowe's (LOW). Omega's top holdings as of June 30, in order of size, were Alphabet Class A (GOOGL), First Data (FDC), United Continental (UAL), AerCap (AER) and Dow Chemical (DOW).
Aug 14, 2017 | 09:10 EDT
MUFG Securities Technology Tour travels throughout Silicon Valley, CA and Seattle, WA on August 14-17.
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