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MSFT

Microsoft

$57.60

0.2 (0.35%)

, CRM

Salesforce

09:21
10/03/16
10/03
09:21
10/03/16
09:21

Microsoft won't stop LinkedIn data flow to Salesforce, Independent.IE reports

Microsoft (MSFT) president and chief legal counsel Brad Smith said the company won't stop rival Salesforce (CRM) from obtaining data from LinkedIn (LNKD), Independent.IE reports. Reference Link

MSFT

Microsoft

$57.60

0.2 (0.35%)

CRM

Salesforce

LNKD

Acquired by MSFT

  • 03

    Oct

  • 04

    Oct

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    Oct

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    Oct

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    Nov

  • 30

    Nov

MSFT Microsoft
$57.60

0.2 (0.35%)

09/23/16
RHCO
09/23/16
NO CHANGE
RHCO
Buy
SunTrust says Twitter would help Salesforce deal with Microsoft
SunTrust analyst John Rizzuto believes a potential acquisition of Twitter (TWTR) could give Salesforce (CRM) a "strong external social platform" that can enhance its ecosystem while addressing the longer-term threat from Microsoft (MSFT). With less than $2B of cash on hand, Salesforce would need to raise much of the required capital as equity with a smaller debt component, Rizzuto tells investors in a research note. The analyst remains positive on Salesforce shares with a Buy rating. CNBC's David Faber reported earlier today that Twitter is getting closer to a sale and he named Salesforce as one of the potential suitors. Salesforce is down 5% to $70.69 while Twitter is up 19% to $22.12 in afternoon trading.
09/26/16
CANT
09/26/16
NO CHANGE
Target $42
CANT
Buy
Yelp takeout chances increased with share conversion, says Cantor
Yelp's (YELP) conversion of Class B super-voting shares into regular Class A shares late last week increases the company's takeout potential, Cantor Fitzgerald analyst Youssef Squali tells investors in a research note. Yelp, especially following recent improvements in the underlying growth fundamentals of the business, has become "an easier, and more likely" acquisition target, the analyst contends. The analyst views Facebook (FB), Priceline (PCLN), TripAdvisor (TRIP) and Microsoft (MSFT) as potential acquirers of Yelp. Squali estimates Yelp could be worth $53 per share in a takeout. He keeps a Buy rating on the stock with a $42 price target. The stock is up 2% to $40.35 in early trading.
09/06/16
RHCO
09/06/16
NO CHANGE
Target $18
RHCO
Neutral
SunTrust sees 'limited' list of Twitter suitors, says activist action unlikely
SunTrust analyst Robert Peck reiterated his belief that Twitter (TWTR) is unlikely to sell itself in 2016 in a new note to investors, but noted that investors have asked him who would be interested if Twitter were open to a sale. While giving his opinion on potential acquirers - which he sees possibly including Google (GOOG), Facebook (FB), Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), AT&T (T), Verizon (VZ), Disney (DIS), Fox (FOXA), and Alibaba (BABA) - Peck said the company's high price and "unique" asset limit the potential buyers and gave his view that a PE buyer is highly unlikely given the company's lack of free cash flow. Additionally, Peck thinks activist action at Twitter seems "extremely unlikely" despite "unsubstantiated investor conjecture" and media reports. The analyst keeps Neutral rating and $18 price target on Twitter shares.
09/13/16
09/13/16
NO CHANGE

Microsoft cloud revenue could triple in four years, says Pacific Crest
Pacific Crest analyst Brent Bracelin says that Microsoft's cloud revenue "has the potential to triple in four years to $40B plus." The analyst thinks that the company could use artificial technology to create new "smart applications." He says the shares could exceed their all-time high of $58.72 and keeps a $65 price target and Overweight rating on the stock.
CRM Salesforce

09/27/16
SBSH
09/27/16
NO CHANGE
Target $16
SBSH
Neutral
Citi sees 40% downside in Twitter with no takeover bid
Citi analyst Mark May believes Twitter's (TWTR) risk/reward skews to the downside following the recent rally in the shares. A buyout of the company carries "strategic rationale for certain companies," but Twitter's "struggles and steep valuation" make a deal at a meaningful premium less likely, May tells investors in a research note. A takeover at $26 per share looks aggressive, May contends. He believes the stock could retest the lows of late May, representing 40% downside from current levels, should an acquisition offer not materialize. The analyst keeps a Neutral rating on Twitter with a $16 price target. The shares closed yesterday up 75c to $23.37 following reports that Disney (DIS) may be joining the list of potential acquires that already includes Alphabet (GOOG) and Salesforce (CRM).
09/28/16
MZHO
09/28/16
DOWNGRADE
Target $15
MZHO
Underperform
Mizuho cuts Twitter to Underperform with $15 price target
Mizuho analyst Neil Doshi downgraded Twitter to Underperform from Neutral based on valuation. The shares are up 45% since the company reported Q2 results, primarily driven by potential buyout comments in media reports, Doshi tells investors in a research note. The stock at current levels is overvalued as Twitter's business fundamentals "have deteriorated significantly" over the past 12 months, the analyst contends. Doshi believes many of the M&A scenarios are unlikely to play out. He puts potential acquirers Salesforce (CRM) and Alphabet (GOOG, GOOGL) in the "maybe" camp, but he still has some reservations about these deals happening. The analyst believes investors of both companies would view a buyout of Twitter as negative. Doshi keeps a $15 price target for Twitter shares. The stock closed yesterday up 35c to $23.72. Loop Capital this morning also downgraded Twitter to Sell.
09/30/16
LEHM
09/30/16
NO CHANGE
Target $89
LEHM
Overweight
Barclays says Salesforce deserves a fresh look ahead of Dreamforce conference
Barclays analyst Raimo Lenschow said Salesforce (CRM) deserves a "fresh look" ahead of the Dreamforce conference and analyst day. The analyst said investor sentiment has weakened following slightly lower Q2 results and speculation it could acquire Twitter (TWTR). Lenschow said there is a low likelihood of a Twitter acquisition and expects revenue growth to reaccelerate in 2H FY17 and notes the company is still growing in the low 20% range. The analyst said Salesforce is near the bottom of its 10 year valuation range and reiterates his Overweight rating and $89 price target on shares.
10/03/16
BMOC
10/03/16
NO CHANGE
BMOC
Salesforce removed from US Large Cap Fundamental List at BMO Capital
LNKD Acquired by MSFT

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.

TODAY'S FREE FLY STORIES

11:04
01/22/18
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11:04
General news
4-Week Bill Announcement Offering Amount data reported »

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ZIOP

Ziopharm

$4.28

-0.08 (-1.83%)

11:02
01/22/18
01/22
11:02
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11:02
Periodicals
Ziopharm rise due to 'stupid money' inflow, Feuerstein says »

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LQ

La Quinta

$20.35

0.17 (0.84%)

11:02
01/22/18
01/22
11:02
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11:02
Downgrade
La Quinta rating change  »

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NWBI

Northwest Bancshares

$17.09

0.24 (1.42%)

11:01
01/22/18
01/22
11:01
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11:01
Earnings
Northwest Bancshares reports Q4 EPS 22c, consensus 22c »

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AKS

AK Steel

$6.10

-0.34 (-5.28%)

11:01
01/22/18
01/22
11:01
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11:01
Hot Stocks
AK Steel: Ladle at Middletown Works caster malfunctioned, no injuries reported »

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XLU

Utilities SPDR

$50.47

0.48 (0.96%)

11:00
01/22/18
01/22
11:00
01/22/18
11:00
Options
Renewed interest in SPDR Utility Fund Mar 49 puts »

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NWBI

Northwest Bancshares

$17.09

0.24 (1.42%)

10:59
01/22/18
01/22
10:59
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10:59
Hot Stocks
Northwest Bancshares boosts quarterly dividend 6.25% to 17c per share »

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BCS

Barclays

$11.61

0.4715 (4.23%)

10:56
01/22/18
01/22
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10:56
Hot Stocks
Barclays: Nehren as head of statistical modeling & development, Equities »

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ALGN

Align Technology

$269.46

-1.24 (-0.46%)

10:55
01/22/18
01/22
10:55
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10:55
Options
Align Technology put volume heavy and directionally bearish »

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  • 30

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HPQ

HP Inc.

$23.78

0.075 (0.32%)

10:55
01/22/18
01/22
10:55
01/22/18
10:55
Conference/Events
HP Inc. to hold a webcast »

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DXCM

Dexcom

$56.05

-0.23 (-0.41%)

, MDT

Medtronic

$85.75

-0.93 (-1.07%)

10:54
01/22/18
01/22
10:54
01/22/18
10:54
Conference/Events
Piper Jaffray medical technology analyst holds analyst/industry conference call »

Medical Technology…

DXCM

Dexcom

$56.05

-0.23 (-0.41%)

MDT

Medtronic

$85.75

-0.93 (-1.07%)

PODD

Insulet

$75.18

2.29 (3.14%)

TNDM

TNDM

ABT

Abbott

$59.07

-0.24 (-0.40%)

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IBCP

Independent Bank

$23.85

0.25 (1.06%)

10:46
01/22/18
01/22
10:46
01/22/18
10:46
Hot Stocks
Independent Bank raises quarterly cash dividend 25% to 15c per share »

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  • 30

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FCAU

Fiat Chrysler

$24.07

0.14 (0.59%)

10:45
01/22/18
01/22
10:45
01/22/18
10:45
Options
Fiat Chrysler call volume above normal and directionally bullish »

Bullish option flow…

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10:45
01/22/18
01/22
10:45
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10:45
General news
Breaking General news story  »

4-Week Bill Announcement…

TEVA

Teva

$20.77

0.07 (0.34%)

10:44
01/22/18
01/22
10:44
01/22/18
10:44
Recommendations
Teva analyst commentary  »

Teva failed study removes…

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NJR

New Jersey Resources

$39.10

0.15 (0.39%)

10:40
01/22/18
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Hot Stocks
New Jersey Resources says FERC approves PennEast pipeline »

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ANF

Abercrombie & Fitch

$21.73

1.81 (9.09%)

, AEO

American Eagle

$18.65

0.225 (1.22%)

10:38
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Hot Stocks
Abercrombie rises following Q4 guidance, non-executive chairman appointment »

Shares of Abercrombie…

ANF

Abercrombie & Fitch

$21.73

1.81 (9.09%)

AEO

American Eagle

$18.65

0.225 (1.22%)

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SRPT

Sarepta

$62.38

0.54 (0.87%)

, KMG

KMG Chemicals

$63.27

-0.89 (-1.39%)

10:38
01/22/18
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Initiation
On The Fly: Top five analyst initiations »

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SRPT

Sarepta

$62.38

0.54 (0.87%)

KMG

KMG Chemicals

$63.27

-0.89 (-1.39%)

OKTA

Okta

$29.18

2.18 (8.07%)

CBG

CBRE Group

$45.55

-0.33 (-0.72%)

OEC

Orion Engineered

$28.95

0.7 (2.48%)

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AAPL

Apple

$178.46

-0.8 (-0.45%)

, GE

General Electric

$16.25

-0.015 (-0.09%)

10:38
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On The Fly: Top five analyst downgrades »

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AAPL

Apple

$178.46

-0.8 (-0.45%)

GE

General Electric

$16.25

-0.015 (-0.09%)

AXP

American Express

$98.24

0.21 (0.21%)

LLY

Eli Lilly

$84.68

-0.81 (-0.95%)

SYMC

Symantec

$27.46

0.21 (0.77%)

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X

U.S. Steel

$39.32

0.545 (1.41%)

, AFL

Aflac

$88.01

1.19 (1.37%)

10:38
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Upgrade
On The Fly: Top five analyst upgrades »

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X

U.S. Steel

$39.32

0.545 (1.41%)

AFL

Aflac

$88.01

1.19 (1.37%)

SLB

Schlumberger

$78.31

1.89 (2.47%)

HOG

Harley-Davidson

$53.39

0.39 (0.74%)

VZ

Verizon

$53.00

1.085 (2.09%)

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BA

Boeing

$336.00

-1.73 (-0.51%)

10:36
01/22/18
01/22
10:36
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10:36
Hot Stocks
Boeing receives clearance for commercial service for 787-10 Dreamliner »

Boeing announced the…

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TDG

TransDigm

$298.16

-1.01 (-0.34%)

10:30
01/22/18
01/22
10:30
01/22/18
10:30
Options
Vote of confidence in Transdigm Group »

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FE

FirstEnergy

$32.54

3.14 (10.68%)

10:28
01/22/18
01/22
10:28
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10:28
Recommendations
FirstEnergy analyst commentary  »

FirstEnergy cash infusion…

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  • 22

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ADM

Archer Daniels

$41.74

0.78 (1.90%)

, BG

Bunge

$79.62

2.06 (2.66%)

10:27
01/22/18
01/22
10:27
01/22/18
10:27
Hot Stocks
Analysts speculate on Bunge takeover price, potential bidding war »

Shares of Bunge (BG) are…

ADM

Archer Daniels

$41.74

0.78 (1.90%)

BG

Bunge

$79.62

2.06 (2.66%)

GLNCY

Glencore

$11.29

-0.02 (-0.18%)

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10:25
01/22/18
01/22
10:25
01/22/18
10:25
Conference/Events
Stephens life science tools analyst holds analyst/industry conference call »

Life Science Tools and…

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