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EQIX

Equinix

$361.39

4.17 (1.17%)

, FTNT

Fortinet

$30.55

0.58 (1.94%)

04:55
12/14/16
12/14
04:55
12/14/16
04:55

FBN Securities to hold a tour

Silicon Valley Tech Tour resumes by traveling throughout the Silicon Valley, CA to visit with various tech companies on December 12-14.

EQIX

Equinix

$361.39

4.17 (1.17%)

FTNT

Fortinet

$30.55

0.58 (1.94%)

NMBL

Bought by HPE

$8.27

0.07 (0.85%)

NOW

ServiceNow

$79.39

1.51 (1.94%)

AKAM

Akamai

$65.14

0.89 (1.39%)

ANET

Arista Networks

$95.03

1.89 (2.03%)

GPRO

GoPro

$8.82

0.01 (0.11%)

PSTG

Pure Storage

$12.03

-0.02 (-0.17%)

STX

Seagate

$40.84

1.67 (4.26%)

HPE

HP Enterprise

$23.93

0.03 (0.13%)

HPQ

HP Inc.

$15.82

-0.01 (-0.06%)

VMW

VMware

$80.02

-0.32 (-0.40%)

  • 14

    Dec

  • 14

    Dec

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    Dec

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    Dec

  • 12

    Jan

  • 13

    Jan

EQIX Equinix
$361.39

4.17 (1.17%)

12/01/16
GUGG
12/01/16
INITIATION
Target $390
GUGG
Buy
Equinix initiated with a Buy at Guggenheim
Guggenheim initiated Equinix with a Buy and a $390 price target.
12/07/16
ADAM
12/07/16
NO CHANGE
Target $420
ADAM
Buy
Equinix deal with Verizon both strategic and accretive, says Canaccord
Canaccord analyst Paul Morgan views Equinix's (EQIX) deal for Verizon's (VZ) data center portfolio very favorably, saying it is both strategic and accretive. The deal boosts Equinix revenues and offers strong synergies with the Federal government, said Morgan, who thinks the company was able to cherry-pick a portfolio with high geographic overlap and avoided a non-core asset overlap. Morgan reiterated his Buy rating and $420 price target on Equinix shares.
11/03/16
RHCO
11/03/16
NO CHANGE
RHCO
Equinix should be bought on recent volatility, says SunTrust
SunTrust analyst Greg Miller says that Equinix reported "strong" results, while the selloff of the data center group is "overblown." He says that Equinix is the best positioned company in the data center sector to exploit enterprise cloud adoption and overall IT outsourcing. Miller keeps a Buy rating on the shares.
10/19/16
10/19/16
NO CHANGE

Equinix weakness creates attractive entry point, says Pacific Crest
Pacific Crest analyst Michael Bowen says that Equinix's long-term trends "are firmly intact," while the company should benefit from additional hyperscale capacity in 2017. He is positive about the stock ahead of the company's results.
FTNT Fortinet
$30.55

0.58 (1.94%)

11/15/16
11/15/16
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. Fortinet (FTNT) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Melissa Gorham saying she is more constructive on Fortinet heading into fiscal 2017 given the stable demand environment, free cash flow generation, easier comps, and more durable renewals. 2. Advance Auto Parts (AAP) upgraded to Strong Buy from Outperform at Raymond James and to Positive from Neutral at Susquehanna following the company's quarterly report. 3. Chevron (CVX) upgraded to Buy from Outperform at CLSA while the firm also upgraded EOG Resources (EOG) to Outperform from Underperform. 4. Harley-Davidson (HOG) upgraded to Sector Perform from Underperform at RBC Capital with analyst Joseph Spak saying that risks to the company's growth have dissipated, partly due to the potential of President-elect Trump's policies to spark increased consumer spending. 5. Cheesecake Factory (CAKE) upgraded to Buy from Hold at Argus with analyst John Staszak saying investors should be attracted to Cheesecake by its dividend hikes, share repurchases, and ability to open new stores while generating consistent comparable sales growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/28/16
JMPS
10/28/16
NO CHANGE
JMPS
Fortinet shares still attractive despite guidance miss, says JMP Securities
After Fortinet provided lower than expected Q4 revenue and EPS guidance, JMP Securities analyst Erik Suppiger says checks indicate that the company's longer term opportunity is "still attractive." The analyst says that the company's guidance for 23% quarter-over-quarter billings growth indicates that its subscription pipeline is still healthy, while it has room to increase its sales force productivity. Additionally, Suppiger believes that the company is "a prime candidate for activist investors," given its "lagging growth "and "low operating margins." He keeps a $34 price target and Outperform rating on the shares.
11/15/16
MSCO
11/15/16
UPGRADE
MSCO
Overweight
Fortinet upgraded to Overweight from Equal Weight at Morgan Stanley
11/15/16
11/15/16
UPGRADE
Target $39

Overweight
Fortinet upgraded to Overweight at Morgan Stanley
As previously reported, Morgan Stanley upgraded Fortinet to Overweight from Equal Weight and a $39 price target. Analyst Melissa Gorham is mover constructive on Fortinet heading into FY17 given the stable demand environment, free cash flow generation, easier comps, and more durable renewals.
NMBL Bought by HPE
$8.27

0.07 (0.85%)

11/23/16
MAXM
11/23/16
NO CHANGE
Target $12
MAXM
Buy
Nimble Storage shows multiple signs of turnaround progress, says Maxim
Maxim analyst Nehal Chokshi said multiple metrics, including 5K bookings acceleration and SME bookings acceleration, indicate Nimble Storage's turnaround is progressing, which he believes will become more apparent in next quarter. The company's Lenovo deal and R&D pipeline give him further confidence that Nimble will be a long-term storage player, added Chokshi, who keeps a Buy rating and $12 price target on the shares, which are down about 13% to $8.05 in pre-market trading.
10/03/16
SUSQ
10/03/16
NO CHANGE
Target $12
SUSQ
Positive
Nimble Storage well positioned to gain market share, says Susquehanna
Susquehanna analyst Mehdi Hosseini believes Nimble Storage remains well positioned to continue to gain market share with its dual faceted approach and material operating leverage on the horizon in 2018. Hosseini reiterated his Positive rating and $12 price target on Nimble Storage shares.
11/23/16
SUSQ
11/23/16
NO CHANGE
Target $12
SUSQ
Positive
Nimble Storage takeover prospects cannot be overlooked, says Susquehanna
Susquehanna analyst Mehdi Hosseini noted Nimble Storage reported relatively in-line Q3 results and guidance. The analyst said that was enough to keep his framework intact as he believes the company is well positioned to continue gaining market share with its Hybrid/All-Flash portfolio. Hosseini also said its prospects as a takeover target for a large player should not be overlooked. Hosseini reiterated his Positive rating and $12 price target on Nimble Storage shares.
12/05/16
JEFF
12/05/16
NO CHANGE
Target $14
JEFF
Buy
Nimble Storage can re-accelerate growth, says Jefferies
After hosting investor meetings with management, Jefferies analyst James Kisner reiterates a Buy rating on Nimble Storage with a $14 price target. The analyst left the meetings with increased confidence that Nimble can re-accelerate growth with All-Flash and eventually generate positive cash flow on a sustained basis.
NOW ServiceNow
$79.39

1.51 (1.94%)

11/01/16
ARGS
11/01/16
NO CHANGE
ARGS
ServiceNow price target raised to $102 from $86 at Argus
Argus analyst Joseph Bonner believes that ServiceNow reported strong Q3 results, and the analyst thinks that the company's financial results over the next few years will be "solid." He keeps a Buy rating on the shares.
10/28/16
BMOC
10/28/16
UPGRADE
BMOC
Outperform
ServiceNow upgraded on results at BMO Capital
As noted earlier, BMO Capital upgraded ServiceNow to Outperform from Market Perform. Analyst Keith Bachman says that the company's results were :solid" across the board. Target to $97 from $85.
12/02/16
PIPR
12/02/16
DOWNGRADE
PIPR
Neutral
ServiceNow downgraded to Neutral from Overweight at Piper Jaffray
10/27/16
DADA
10/27/16
NO CHANGE
DADA
ServiceNow shares should be bought after billings beat, says DA Davidson
DA Davidson analyst Jack Andrews recommends that investors buy ServiceNow stock after the company's Q3 billings significantly beat expectations. Andrews expects ServiceNow, which has underperformed the tech sector this year, to catch up in the wake of the results. He reiterates a $102 price target and Buy rating on the shares.
AKAM Akamai
$65.14

0.89 (1.39%)

10/26/16
PIPR
10/26/16
NO CHANGE
Target $68
PIPR
Overweight
Akamai price target raised to $68 from $63 at Piper Jaffray
Piper Jaffray analyst Michael Olson raised his price target for Akamai Technologies to $68 following the company's better than expected Q3 results. The company's mix shift towards a higher margin and less commoditized segment of the business continues, Olson tells investors in a research note. He expects "strong" continued Performance & Security and international growth in Q4 and beyond. The analyst maintains an Overweight rating on the shares.
10/26/16
RHCO
10/26/16
NO CHANGE
RHCO
Akamai has reached positive turning point, says SunTrust
After Akamai reported stronger than expected Q3 results, SunTrust analyst Greg Miller says that investors' views towards the company have reached a positive turning point since its risks from do-it-yourself are dropping, while tis security business is "rapidly accelerating." The analyst raised his price target on the shares to $72 from $66 and keeps a Buy rating on the stock.
12/02/16
JPMS
12/02/16
NO CHANGE
JPMS
JPMorgan says Amazon competing with Akamai, VeriSign, NeuStar with new product
JPMorgan analyst Sterling Auty noted that Amazon (AMZN), at its "re:Invent" conference, unveiled AWS Shield, its new DDoS protection service for web applications. While recent online attacks against big-name media companies have increased attention in this area, this product puts Amazon in competition with others that have DDoS protection services, including Akamai (AKAM), Verisign (VRSN) and Neustar (NSR), Auty tells investors.
10/26/16
10/26/16
UPGRADE
Target $55

Market Perform
Akamai upgraded to Market Perform from Underperform at FBR Capital
FBR Capital analyst David Dixon upgraded Akamai Technologies to Market Perform with an increased price target of $55 following the company's Q3 results.
ANET Arista Networks
$95.03

1.89 (2.03%)

12/07/16
LEHM
12/07/16
NO CHANGE
Target $115
LEHM
Overweight
Arista Networks price target raised to $115 from $90 at Barclays
Barclays analyst Mark Moskowitz raised his price target for Arista Networks (ANET) to $115 citing the company's partnership with HP Enterprise (HPE), it's favorable position in the cloud and its opportunity in the routing market. The analyst says his research indicates Arista's partnership with HP Enterprise could be more impactful than originally anticipated. He keeps an Overweight rating on the shares.
12/05/16
12/05/16
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Alcoa (AA) downgraded to Neutral from Buy at Citi with analyst Alexander Hacking saying the risk/reward is now evenly balanced following the stock's 35% rise since November 1. 2. Marvell (MRVL) downgraded to Sell from Neutral at Goldman with analyst Mark Delaney saying the company's key markets are in secular decline while a turnaround will be more difficult following R&D spending cuts. 3. Arista Networks (ANET) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst James Faucette saying Arista's valuation reflects expected share opportunities in the data center switching market and switch-router opportunity. 4. Sotherly Hotels downgraded to Market Perform from Outperform at JMP Securities. 5. KeyCorp (KEY) downgraded to Underperform from Outperform at CLSA with analyst Mike Mayo saying Comerica (CMA) and Zions (ZION) benefit more than other large banks from higher rates, lower taxes, and exit from SIFI status, in contrast to KeyCorp which is estimated to have no benefit and has a higher valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/12/16
JMPS
12/12/16
NO CHANGE
JMPS
Arista Networks shares should be bought on any weakness, says JMP Securities
After the ITC found that Arista had infringed on two of six patents, JMP Securities analyst Erik Suppiger says that the result is not surprising, since it's consistent with the staff's recommendation. The analyst says that Arista is better positioned for the second lawsuit by Cisco (CSCO). He recommends buying the stock on any weakness, as he believes that the company faces "minimal" disruption threats, and predicts that investors will "increasingly perceive the lawsuits as non-threatening," as the company has shown that it can perform well despite them. He keeps a $115 price target and an Outperform rating on the shares.
12/05/16
12/05/16
DOWNGRADE
Target $94

Equal Weight
Arista Networks downgraded on valuation at Morgan Stanley
As previously reported, Morgan Stanley downgraded Arista Networks to Equal Weight from Overweight. Analyst James Faucette said Arista's valuation reflects expected share opportunities in the data center switching market and switch-router opportunity and raised its price target to $94 from $88.
GPRO GoPro
$8.82

0.01 (0.11%)

11/09/16
RAJA
11/09/16
DOWNGRADE
RAJA
Market Perform
GoPro downgraded to Market Perform from Outperform at Raymond James
11/09/16
11/09/16
DOWNGRADE

Market Perform
GoPro downgraded to Market Perform after drone recall at Raymond James
As previously reported, Raymond James downgraded GoPro to Market Perform from Outperform following the company's announcement of an immediate recall of the roughly 2,500 Karma drones purchased since launch on October 23.. Analyst Tavis McCourt is concerned about GoPro's brand image following a 12-18 month period of product management missteps and its ability to broaden its product portfolio into different areas. McCourt didn't make any changes to 2016 estimates but is less comfortable in potential upside and sustainability of growth in 2017 and beyond.
11/09/16
11/09/16
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. JPMorgan (JPM) downgraded to Neutral from Outperform at Baird with analyst David George noting the stock's outperformance and the higher re-rating of its valuation multiple. 2. GoPro (GPRO) downgraded to Neutral from Outperform at Wedbush, to Market Perform from Outperform at Raymond James, and to Sell from Neutral at Dougherty. 3. Universal Health (UHS) downgraded to Neutral from Buy at BofA/Merrill, to Neutral from Buy at Mizuho, and to Market Perform from Outperform at Avondale. 4. Globus Medical (GMED) downgraded to Market Perform from Outperform at JMP Securities, to Perform from Outperform at Oppenheimer, and to Market Perform from Outperform at William Blair. 5. Delphi (DLPH) and Magna (MGA) were downgraded to Underperform from Buy at BofA/Merrill while the firm downgraded Lear (LEA), American Axle (AXL), Adient (ADNT), and BorgWarner (BWA) to Underperform from Neutral. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/09/16
DOTC
11/09/16
DOWNGRADE
DOTC
Sell
GoPro downgraded to Sell from Neutral at Dougherty
Dougherty downgraded GoPro to Sell from Neutral and lowered its price target to $6 following the drone recall. The analyst is concerned about management's multiple operational stumbles, weak Hero 5 demand, and elevated valuation.
PSTG Pure Storage
$12.03

-0.02 (-0.17%)

11/14/16
OTRG
11/14/16
UPGRADE
OTRG
Mixed
Pure Storage upgraded to Mixed from Negative at OTR Global
OTR Global upgraded Pure Storage to Mixed following channel partner checks that indicate improving flash affordability, new products, and growing customer appreciation of its strong flash performance.
10/18/16
JPMS
10/18/16
INITIATION
Target $13
JPMS
Neutral
Pure Storage initiated with a Neutral at JPMorgan
JPMorgan analyst Rod Hall started Pure Storage with a Neutral rating and $13 price target. The company's growth prospects are largely captured in consensus estimates, Hall tells investors in a research note.
08/31/16
08/31/16
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. PNC Financial (PNC) upgraded to Outperform from Market Perform at Keefe Bruyette after transferring coverage to analyst Brian Klock. The analyst views the current valuation as attractive and sees opportunity for multiple expansion given PNC's diversified revenue stream. He upped the price target for the shares to $96 from $93. 2. Banco Santander (SAN) upgraded to Buy from Hold at Deutsche Bank, citing strong earnings momentum and an attractive valuation. 3. Pure Storage (PSTG) upgraded to Outperform from Perform at Oppenheimer by analyst Ittai Kidron, who thinks "too much negativism" is priced into the shares at current levels. The analyst believes FlashBlade can more than double Pure's addressable market longer term. Kidron set a $15 price target for the shares. 4. Digital Turbine (APPS) upgraded to Buy from Neutral at Ladenburg Thalmann, as analyst Jon Hickman believes new partner roll-outs in 2017 should improve revenue growth. The analyst raised his price target for the shares to $2.35 from $1.15. 5. Celadon Group (CGI) upgraded to Outperform from Market Perform at Avondale. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/01/16
09/01/16
NO CHANGE

Pure Storage has reached attractive entry point, says Pacific Crest
After meeting with Pure Storage's CEO, Pacific Crest analyst Alex Kurtz is more upbeat on the impact of the company's FlashBlade product on its large enterprise sales. The analyst thinks that the company's operating spending should flatten in 4Q17, while its rep yield should continue to expand at that time. Kurtz keeps an Overweight rating.
STX Seagate
$40.84

1.67 (4.26%)

11/21/16
OPCO
11/21/16
NO CHANGE
OPCO
Oppenheimer recommends buying Technology, Energy ahead of breakout
Oppenheimer analyst Ari Wald says that the S&P 500's bullish reversal of its eight-week downtrend is confirming the start of a year-end rally, and cyclical stocks should be owned given resuming strength in the index's long-term trend. The analyst thinks the current opportunity is to buy Technology and Energy ahead of a breakout, namely Apple (AAPL), Seagate (STX), Skyworks (SWKS), Western Digital (WDC), Apache (APA), Chevron (CVX), Halliburton (HAL), and Helmerich & Payne (HP).
11/11/16
CLVD
11/11/16
NO CHANGE
CLVD
Neutral
Seagate should benefit in near-term from Enterprise HDD, says Cleveland Research
Cleveland Research analyst Kevin Rottinghaus said demand appears better than expected for Seagate in the December quarter, with Enterprise HDD appearing to be a key component of the upside. The firm, which thinks near-term estimates for Seagate should be revised higher, keeps a Neutral rating on the stock.
11/30/16
11/30/16
NO CHANGE

Citi ups price targets for Western Digital, Seagate on increased HDD estimates
Citi analyst Stanley Kovler upwardly revised his Hard Disk Drive industry estimates to account for growing storage capacity requirements in Cloud and areas like Surveillance that he sees driving demand. He now expects flat industry revenue on 3% decline in units and 3% increase in Average Selling Prices, versus his previous call for a 3% decline on a 5% decline in units and 2% increase in ASPs. Accordingly, Kovler raised his price target on Western Digital (WDC) to $80 from $75 and on Seagate (STX) to $42 from $38. The analyst keeps a Buy rating on Western Digital and a Neutral rating on Seagate.
12/02/16
NEED
12/02/16
NO CHANGE
NEED
Amazon continues to disrupt traditional IT branded vendors, says Needham
Commenting on Amazon (AMZN) Web Services re:Invent conference, Needham analyst Richard Kugele says AWS continues to disrupt traditional IT branded vendors as they largely build their own gear. The analyst believes AWS is at the forefront of driving adoption from cloud first for new applications to cloud only for many companies. Moreover, he acknowledges that participating in its growth is a challenge for many public companies, but says he believes component plays are the most logical as the company will not be building these elements, highlighting Seagate (STX) and Western Digital (WDC) as beneficiaries.
HPE HP Enterprise
$23.93

0.03 (0.13%)

12/06/16
OPCO
12/06/16
NO CHANGE
OPCO
VMware, Microsoft viewed as strategic in enabling hybrid cloud, says Oppenheimer
Following Amazon (AMZN) Web Services re:Invent conference, Oppenheimer analyst Ittai Kidron says the company's development efforts appear to be around delivering more complete solutions, turning AWS into a platform for data management, analytics, and artificial intelligence. According to interviews conducted at the conference, the analyst says the shift to the cloud is going to accelerate in coming years, but implementation of public cloud is still complex. Additionally, the results suggest that VMware (VMW) and Microsoft (MSFT) are viewed as "most strategic" to implementing hybrid clouds. Further, Kidron says the survey is negative for most traditional on premise vendors, and believes the vendors most likely to see headwinds include Dell/EMC (EMC), NetApp (NTAP), HP Enterprise (HPE), IBM (IBM), and Cisco (CSCO).
12/05/16
12/05/16
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. HP Enterprise (HPE) initiated with a Buy at Gabelli. 2. Goldman Sachs (GS) was initiated with a Buy at HSBC while Morgan Stanley (MS) initiated with a Hold. 3. Williams (WMB) reinstated with an Overweight at Barclays. 4. Sherwin-Williams (SHW) initiated with an Underperform at BofA/Merrill. 5. The Medicines Co. (MDCO) initiated with a Buy at H.C. Wainwright. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
12/05/16
GABE
12/05/16
INITIATION
GABE
Buy
HP Enterprise initiated with a Buy at Gabelli
Gabelli analyst Hendi Susanto initiated HP Enterprise with a Buy.
HPQ HP Inc.
$15.82

-0.01 (-0.06%)

11/23/16
11/23/16
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. CBS (CBS) downgraded to Market Perform from Outperform at BMO Capital with analyst Daniel Salmon citing valuation and his belief that the shares will soon begin to trade based on a potential deal with Viacom (VIA, VIAB). 2. Abercrombie & Fitch (ANF) downgraded to Sell from Hold at Deutsche Bank with analyst Tiffany Kanaga saying the Abercrombie brand turnaround is yet to gain traction. 3. Twitter (TWTR) downgraded to Negative from Mixed at OTR Global. 4. HP Inc. (HPQ) downgraded to Hold from Buy at Jefferies with analyst James Kisner citing valuation and secular challenges for the downgrade. 5. First Solar (FSLR) downgraded to Neutral from Outperform at Macquarie with analyst Gurpreet Gujral citing a lack of catalysts after the company canceled the Series 5 product that was originally scheduled to launch in 2017. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/23/16
JEFF
11/23/16
DOWNGRADE
Target $16.75
JEFF
Hold
HP Inc. downgraded to Hold from Buy at Jefferies
Jefferies analyst James Kisner downgraded HP Inc. to Hold with a $16.75 price target following the company's Q4 results. The analyst cites valuation and secular challenges for the downgrade.
08/25/16
MAXM
08/25/16
DOWNGRADE
Target $15
MAXM
Hold
HP Inc. downgraded to Hold on pressured printing margins at Maxim
As previously reported, Maxim analyst Nehal Chokshi downgraded HP Inc. to Hold from Buy and lowered his price target to $15 from $17, saying that his analysis points to sustained printing supplies pricing pressure despite the refresh of its printer hardware. Chokshi added that he expects the company to lower its FY17 earnings guidance at its Securities Analyst Meeting in October.
10/14/16
BMUR
10/14/16
NO CHANGE
Target $18
BMUR
Buy
HP Inc. new business model conservative, says Brean Capital
Brean Capital analyst Ananda Baruah attended the HP, Inc. analyst day and said although it didn't hold any surprises, he believes the company's new long-term business model remains conservative. The analyst said if the company can execute its model its revenue growth will have to be stronger than stated and its guidance must be conservative. Baruah reiterated his Buy rating and $18 price target on HP, Inc. shares.
VMW VMware
$80.02

-0.32 (-0.40%)

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.
11/03/16
11/03/16
UPGRADE

Outperform
VMware upgraded on cloud improvement, valuation at Raymond James
As previously reported, Raymond James upgraded VMware to Outperform from Market Perform and established a $90 price target on shares due to cloud improvement, attractive valuation. Analyst Michael Turits said the recent partnership with AWS has reduced public cloud risk near-term and expects fundamentals to improve from a core virtualization pickup, growth in private cloud management, and reduced uncertainty relative to the Dell/EMC merger.
11/03/16
RAJA
11/03/16
UPGRADE
RAJA
Outperform
VMware upgraded to Outperform from Market Perform at Raymond James

TODAY'S FREE FLY STORIES

02:35
11/23/17
11/23
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02:35
General news
FX Update: The dollar has remained on a downward path »

FX Update: The dollar…

L

Loews

$49.36

-0.02 (-0.04%)

, GE

General Electric

$18.15

0.32 (1.79%)

18:41
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11/22
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18:41
Hot Stocks
Loews CEO James Tisch buys 3M shares of General Electric »

In a regulatory filing,…

L

Loews

$49.36

-0.02 (-0.04%)

GE

General Electric

$18.15

0.32 (1.79%)

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BRFS

BRF S.A.

$12.77

-0.16 (-1.24%)

18:06
11/22/17
11/22
18:06
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18:06
Hot Stocks
BRF S.A. names Jose Aurelio Drummond Jr. as CEO »

BRF S.A. hereby informs…

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SU

Suncor

$35.42

0.2 (0.57%)

18:02
11/22/17
11/22
18:02
11/22/17
18:02
Hot Stocks
Suncor closes sale of equity interest in East Tan Farm, redeems $750M in debt »

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  • 05

    Dec

SAP

SAP

$113.85

-1.44 (-1.25%)

17:53
11/22/17
11/22
17:53
11/22/17
17:53
Periodicals
SAP launches investigation of sales practices in Gulf region, Reuters reports »

SAP has launched a formal…

03/08/13
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FB

Facebook

$180.87

-0.99 (-0.54%)

17:47
11/22/17
11/22
17:47
11/22/17
17:47
Periodicals
Facebook tool to show users which content was Russian propaganda, says Bloomberg »

Facebook will add a tool…

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CSX

CSX

$51.01

0.79 (1.57%)

17:24
11/22/17
11/22
17:24
11/22/17
17:24
Periodicals
CSX to charge more fees on customers that disregard shipping rules, Reuters says »

Starting on January 1st,…

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  • 28

    Nov

AYTU

Aytu BioScience

$3.03

0.4301 (16.54%)

17:10
11/22/17
11/22
17:10
11/22/17
17:10
Syndicate
Breaking Syndicate news story on Aytu BioScience »

Aytu BioScience files…

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EPIX

ESSA Pharma

$0.27

0.0059 (2.27%)

17:09
11/22/17
11/22
17:09
11/22/17
17:09
Hot Stocks
ESSA Pharma to begin trading on TSX Venture Exchange »

ESSA Pharma is listing…

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MRDN

Meridian Waste Solutions

$1.69

0.0101 (0.60%)

16:55
11/22/17
11/22
16:55
11/22/17
16:55
Syndicate
Breaking Syndicate news story on Meridian Waste Solutions »

Meridian Waste Solutions…

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APD

Air Products

$161.62

-0.67 (-0.41%)

16:50
11/22/17
11/22
16:50
11/22/17
16:50
Syndicate
Breaking Syndicate news story on Air Products »

Air Products files…

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BOOT

Boot Barn

$13.49

-0.23 (-1.68%)

16:49
11/22/17
11/22
16:49
11/22/17
16:49
Syndicate
Breaking Syndicate news story on Boot Barn »

Boot Barn files $300M…

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SD

SandRidge Energy

$17.50

0.88 (5.29%)

, BCEI

Bonanza Creek

$32.14

0.46 (1.45%)

16:44
11/22/17
11/22
16:44
11/22/17
16:44
Hot Stocks
Icahn reports 13.51% stake in SandRidge Energy, intends to vote against Bonanza »

Icahn has read Fir Tree…

SD

SandRidge Energy

$17.50

0.88 (5.29%)

BCEI

Bonanza Creek

$32.14

0.46 (1.45%)

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SD

SandRidge Energy

$17.50

0.88 (5.29%)

16:35
11/22/17
11/22
16:35
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16:35
Hot Stocks
Icahn reports 13.51% stake in SandRidge Energy, intends to vote against Bonanza »

Icahn agrees with Fir…

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SYMC

Symantec

$28.43

0.32 (1.14%)

, AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

16:32
11/22/17
11/22
16:32
11/22/17
16:32
Hot Stocks
Symantec selects Amazon Web Services to deliver cloud security »

Amazon Web Services, an…

SYMC

Symantec

$28.43

0.32 (1.14%)

AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

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  • 26

    Feb

  • 18

    Mar

16:30
11/22/17
11/22
16:30
11/22/17
16:30
Options
Preliminary option volume of 13.6M today »

Preliminary option volume…

AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

16:26
11/22/17
11/22
16:26
11/22/17
16:26
Hot Stocks
Amazon Web Services announces Amazon ML Solutions Lab program »

Amazon Web Services, Inc…

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  • 18

    Mar

NRIM

Northrim BanCorp

$34.75

-0.25 (-0.71%)

16:22
11/22/17
11/22
16:22
11/22/17
16:22
Hot Stocks
Northrim BanCorp announces CFO transition »

Northrim BanCorp is…

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AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

, CERN

Cerner

$70.03

3.35 (5.02%)

16:21
11/22/17
11/22
16:21
11/22/17
16:21
General news
On The Fly: Top stock stories for Wednesday »

Stocks opened in positive…

AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

CERN

Cerner

$70.03

3.35 (5.02%)

HPE

HP Enterprise

$13.10

-1.02 (-7.22%)

HPQ

HP Inc.

$21.34

-1.12 (-4.99%)

DE

Deere

$145.25

6.02 (4.32%)

ROK

Rockwell Automation

$191.02

-2 (-1.04%)

EMR

Emerson

$61.88

1.53 (2.54%)

AKZOY

AkzoNobel

$31.04

0.475 (1.55%)

AXTA

Axalta Coating

$35.50

1.63 (4.81%)

GME

GameStop

$17.37

0.64 (3.83%)

GES

Guess

$15.62

-2.33 (-12.98%)

IRBT

iRobot

$68.50

-4.57 (-6.25%)

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  • 22

    Nov

  • 27

    Nov

  • 28

    Nov

  • 28

    Nov

  • 11

    Dec

  • 18

    Mar

CHMI

Cherry Hill Mortgage

$18.51

0.06 (0.33%)

16:21
11/22/17
11/22
16:21
11/22/17
16:21
Syndicate
Breaking Syndicate news story on Cherry Hill Mortgage »

Cherry Hill Mortgage…

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NKTR

Nektar

$49.75

-0.23 (-0.46%)

16:20
11/22/17
11/22
16:20
11/22/17
16:20
Hot Stocks
Nektar names new CRDO, CMO and CSO »

Nektar announced several…

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VIX

Volatility Index S&P 500 Options

16:20
11/22/17
11/22
16:20
11/22/17
16:20
Options
Closing CBOE SPX and VIX Index summary for November 22nd »

The CBOE Volatility Index…

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VGZ

Vista Gold

$0.68

0.0069 (1.03%)

16:18
11/22/17
11/22
16:18
11/22/17
16:18
Syndicate
Vista Gold enters $10M ATM agreement with H.C. Wainwright & Co. »

Vista Gold announced that…

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GPX

GP Strategies

$23.50

-0.2 (-0.84%)

16:17
11/22/17
11/22
16:17
11/22/17
16:17
Hot Stocks
GP Strategies announces $10M share repurchase increase »

GP Strategies Corporation…

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  • 29

    Nov

  • 30

    Nov

$NSD

NASDAQ Market Internals

16:17
11/22/17
11/22
16:17
11/22/17
16:17
Technical Analysis
NASDAQ market internals summary »

Volume was average for…

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