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MSFT

Microsoft

$61.12

0.26 (0.43%)

, LNKD

Acquired by MSFT

$193.80

0.08 (0.04%)

09:54
11/23/16
11/23
09:54
11/23/16
09:54

Microsoft expected to satisfy first phase of EC review, CFTN reports

Microsoft's (MSFT) remedies to the European Commission for its proposed acquisition of LinkedIn (LNKD) are expected to satisfy the first phase of the review, Rachel Rigby of CTFN reports. Reference Link

MSFT

Microsoft

$61.12

0.26 (0.43%)

LNKD

Acquired by MSFT

$193.80

0.08 (0.04%)

  • 30

    Nov

  • 01

    Dec

MSFT Microsoft
$61.12

0.26 (0.43%)

11/15/16
OPCO
11/15/16
NO CHANGE
Target $55
OPCO
Outperform
Oppenheimer remains bullish on Tableau after survey
After surveying 40 customers at Tableau's (DATA) recent user conference, Oppenheimer analyst Ittai Kidron came away encouraged as the results suggest a committed customer base that has a clear positive spending bias with the company over the next 12 months. Further, the analyst notes that user comments were positive on Tableau's current product portfolio, and there was excitement over the new capabilities coming in 2017. While there is some push-back on price and Microsoft is (MSFT) a growing competitive threat, Kidron does not sense the concerns put Tableau at risk of material displacement. He reiterates an Outperform rating and $55 price target on the shares.
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.
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.
11/18/16
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.
LNKD Acquired by MSFT
$193.80

0.08 (0.04%)

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.
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.
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.
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.

TODAY'S FREE FLY STORIES

DCIX

Diana Containerships

$3.24

0.09 (2.86%)

09:23
01/22/18
01/22
09:23
01/22/18
09:23
Hot Stocks
Diana Containerships sells two post-Panamax container vessels for $22M »

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CAA

CalAtlantic

, LEN

Lennar

09:23
01/22/18
01/22
09:23
01/22/18
09:23
Recommendations
CalAtlantic, Lennar analyst commentary  »

CalAtlantic price target…

CAA

CalAtlantic

LEN

Lennar

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SJI

South Jersey Industries

09:21
01/22/18
01/22
09:21
01/22/18
09:21
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South Jersey Industries rating change  »

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  • 23

    Jan

KBH

KB Home

09:20
01/22/18
01/22
09:20
01/22/18
09:20
Recommendations
KB Home analyst commentary  »

KB Home price target…

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  • 24

    Jan

09:20
01/22/18
01/22
09:20
01/22/18
09:20
General news
U.S. Producer Sentiment Tailwinds Extend Into 2018: »

U.S. Producer Sentiment…

TOL

Toll Brothers

09:19
01/22/18
01/22
09:19
01/22/18
09:19
Recommendations
Toll Brothers analyst commentary  »

Toll Brothers price…

03/08/13
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WYNN

Wynn Resorts

$179.64

4.16 (2.37%)

, HAL

Halliburton

09:19
01/22/18
01/22
09:19
01/22/18
09:19
Hot Stocks
On The Fly: Pre-market Movers »

UP AFTER EARNINGS: Wynn…

WYNN

Wynn Resorts

$179.64

4.16 (2.37%)

HAL

Halliburton

PETS

PetMed Express

$53.24

2.67 (5.28%)

OPB

Opus Bank

$28.70

0.05 (0.17%)

BCRX

BioCryst

$5.59

-0.09 (-1.58%)

IDRA

Idera Pharmaceuticals

$2.55

0.145 (6.03%)

ANF

Abercrombie & Fitch

AAPL

Apple

$178.46

-0.8 (-0.45%)

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

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  • 22

    Jan

  • 22

    Jan

  • 22

    Jan

  • 22

    Jan

  • 01

    Feb

CYTX

Cytori Therapeutics

$0.40

-0.0188 (-4.48%)

09:19
01/22/18
01/22
09:19
01/22/18
09:19
Hot Stocks
Cytori Therapeutics completes enrollment in Habeo trial for scleroderma »

Cytori Therapeutics…

03/08/13
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UBS

UBS

09:18
01/22/18
01/22
09:18
01/22/18
09:18
Periodicals
UBS to start moving jobs in early 2018 ahead of Brexit, Telegraph reports »

UBS will begin shifting…

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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HAL

Halliburton

09:18
01/22/18
01/22
09:18
01/22/18
09:18
Hot Stocks
Breaking Hot Stocks news story on Halliburton »

Halliburton says expects…

03/08/13
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  • 22

    Jan

PHM

PulteGroup

09:18
01/22/18
01/22
09:18
01/22/18
09:18
Recommendations
PulteGroup analyst commentary  »

PulteGroup price target…

03/08/13
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  • 30

    Jan

RF

Regions Financial

09:18
01/22/18
01/22
09:18
01/22/18
09:18
Upgrade
Regions Financial rating change  »

Regions Financial…

03/08/13
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SPX

S&P 500

, VIX

Volatility Index S&P 500 Options

09:18
01/22/18
01/22
09:18
01/22/18
09:18
Options
Overnight activity included 111 trades in SPX and 29 trades in VIX »

111 trades were executed…

SPX

S&P 500

VIX

Volatility Index S&P 500 Options

03/08/13
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RF

Regions Financial

09:17
01/22/18
01/22
09:17
01/22/18
09:17
Upgrade
Regions Financial rating change  »

Regions Financial…

03/08/13
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DHI

D.R. Horton

09:16
01/22/18
01/22
09:16
01/22/18
09:16
Recommendations
D.R. Horton analyst commentary  »

D.R. Horton price target…

03/08/13
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03/08/13
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03/06/13
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  • 24

    Jan

  • 24

    Jan

  • 31

    Jan

SDR

SandRidge Mississippian Trust II

09:16
01/22/18
01/22
09:16
01/22/18
09:16
Hot Stocks
SandRidge Mississippian Trust II receives NYSE notice on listing standards »

SandRidge Mississippian…

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09:15
01/22/18
01/22
09:15
01/22/18
09:15
General news
FX Action: USD-CAD »

FX Action: USD-CAD…

HAL

Halliburton

09:14
01/22/18
01/22
09:14
01/22/18
09:14
Hot Stocks
Halliburton says expects improved utilization to drive margin growth »

Sees boosting frack…

03/08/13
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  • 22

    Jan

FE

FirstEnergy

09:14
01/22/18
01/22
09:14
01/22/18
09:14
Hot Stocks
FirstEnergy receives $2.5B equity investment »

FirstEnergy announced a…

03/08/13
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  • 22

    Jan

DNKN

Dunkin' Brands

$64.56

-0.53 (-0.81%)

09:13
01/22/18
01/22
09:13
01/22/18
09:13
Upgrade
Dunkin' Brands rating change  »

William Blair upgrades…

03/08/13
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03/08/13
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VC

Visteon

$131.85

-0.54 (-0.41%)

09:13
01/22/18
01/22
09:13
01/22/18
09:13
Recommendations
Visteon analyst commentary  »

Visteon price target…

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MLNX

Mellanox

$65.75

0.65 (1.00%)

09:12
01/22/18
01/22
09:12
01/22/18
09:12
Conference/Events
Mellanox management to meet with JPMorgan »

Meetings to be held in…

03/08/13
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  • 23

    Jan

  • 24

    Jan

IOVA

Iovance Biotherapeutics

$10.70

1.075 (11.17%)

09:12
01/22/18
01/22
09:12
01/22/18
09:12
Recommendations
Iovance Biotherapeutics analyst commentary  »

Iovance Biotherapeutics…

03/08/13
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HAL

Halliburton

09:11
01/22/18
01/22
09:11
01/22/18
09:11
Hot Stocks
Halliburton says International business started to recover in 2H17 »

Comments from Q4 earnings…

03/08/13
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  • 22

    Jan

09:10
01/22/18
01/22
09:10
01/22/18
09:10
General news
Treasury Option Action: doubly bullish positioning »

Treasury Option Action:…

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