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DATA

Tableau

$48.94

0.11 (0.23%)

, GOOG

Alphabet

$845.54

2.29 (0.27%)

08:41
03/14/17
03/14
08:41
03/14/17
08:41

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.

DATA

Tableau

$48.94

0.11 (0.23%)

GOOG

Alphabet

$845.54

2.29 (0.27%)

GOOGL

Alphabet Class A

$864.58

3.175 (0.37%)

MSFT

Microsoft

$64.71

-0.22 (-0.34%)

WDAY

Workday

$84.49

1.84 (2.23%)

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DATA Tableau
$48.94

0.11 (0.23%)

02/28/17
BARD
02/28/17
DOWNGRADE
Target $57
BARD
Neutral
Tableau assumed with a Neutral at Baird
Baird analyst Rob Oliver assumed coverage on Tableau with Neutral and $57 price target.
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.
02/03/17
JMPS
02/03/17
NO CHANGE
Target $65
JMPS
Outperform
Tableau price target raised to $65 from $58 at JMP Securities
JMP Securities analyst Greg McDowell noted that Tableau Software's Q4 earnings beat was driven by accelerating license growth, showing its enterprise momentum continuing. The company's "ambitious vision" focuses on business analytics, which is one of the largest areas of spending in enterprise IT, noted McDowell, who reiterated his Outperform rating on Tableau shares and raised his price target on the stock to $65 from $58 to account for his increased revenue forecast.
01/26/17
BARD
01/26/17
NO CHANGE
Target $55
BARD
Outperform
Tableau level a good entry point for long-term investors, says Baird
Baird analyst Jason Velkavrh believes the current Tableau share price is a good entry point for long-term investors. He said the company is in the process of addressing its two most important issues by improving Enterprise go-to-market and improving its product offering to include important Enterprise features. The changes may lead to volatility over the next few quarters, but with low expectations and its valuation near all-time lows, it provides a good entry point, said Velkavrh, who reiterated his Outperform rating and $55 price target on Tableau shares.
GOOG Alphabet
$845.54

2.29 (0.27%)

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.
02/08/17
BARD
02/08/17
NO CHANGE
Target $960
BARD
Outperform
Baird sees Disney deal supporting Google's subscription growth
Baird analyst Colin Sebastian believes Alphabet's (GOOG, GOOGL) YouTube reported licensing agreement with Disney (DIS) represents a more aggressive push by the company into long-form/original video content. Recent reports suggest Disney has reached a licensing agreement with YouTube for its family of networks as part of a broader YouTube streaming offering to be announced later this year, Sebastian tells investors in a research note. With Disney possibly joining CBS (CBS), which Alphabet inked a deal with late last year, YouTube's live stream bundle could help accelerate the migration of offline ad-budgets toward digital platforms, the analyst contends. He believes such an acceleration would be a "key positive" and drive "material growth" in Google's subscription business. Sebastian has an Outperform rating on Alphabet with a $960 price target.
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.
GOOGL Alphabet Class A
$864.58

3.175 (0.37%)

01/27/17
MSCO
01/27/17
NO CHANGE
Target $1000
MSCO
Overweight
Alphabet price target raised to $1,000 from $950 at Morgan Stanley
Morgan Stanley analyst Brian Nowak said one-time items make deciphering core Google's Q4 earnings a challenge, but he notes that Websites revenue grew faster than modeled, all regions accelerated and he views the results as "very strong." Following the report, he is a bit more bullish about Alphabet, its ability to continue to grow and monetize its core advertising businesses and extend into smartphones with Pixel. He raised his earnings estimates for FY17 and FY18 and increased his price target to $1,000 from $950 on Alphabet shares, on which he keeps an Overweight rating.
MSFT Microsoft
$64.71

-0.22 (-0.34%)

03/14/17
ARGS
03/14/17
NO CHANGE
ARGS
Cavium deal positive, says Argus
After Cavium (CAVM) agreed to supply its ThunderX ARM-based server processing technology to Microsoft (MSFT) for use in its internal data centers, Argus analyst .Jim Kelleher says the deal "positions ThunderX in (the) fastest-growing parts of technology, including cloud data center, hyperscale and machine learning." He raised his price target on the stock to $82 from $75 and keeps a Buy rating.
03/08/17
NEED
03/08/17
NO CHANGE
Target $120
NEED
Buy
NVIDIA recent 17% pullback overblown, says Needham
Needham analyst Rajvindra Gill views the recent 17% pullback in NVIDIA (NVDA) shares as overblown. The analyst attributes the selloff to concerns about Gaming revenue. While Gaming sales are expected to decline 16% quarter-over-quarter in Q1, roughly 11% year-over-year growth on a $4.5B business line is "significant," Gill tells investors in a research note after NVIDIA and Microsoft (MSFT) announced a new hypercale design for cloud based artificial intelligence computing. The analyst recommends buying NVIDIA on the recent weakness. He keeps a Buy rating on the name with a $120 price target.
03/08/17
MAXM
03/08/17
NO CHANGE
Target $14
MAXM
Buy
Nimble Storage could still be 'in play,' says Maxim
Maxim analyst Nehal Chokshi recommends investors hold on to shares of Nimble Storage (NMBL) after the company announced a deal to be acquired by Hewlett Packard Enterprise (HPE) as he believes the company may still be "in play." He views Microsoft (MSFT), Cisco (CSCO) and NetApp (NTAP) as among other potential suitors for Nimble and adds that the $40M break up fee "is not too significant" to prevent other suitors from stepping in. The analyst, who has a $14 price target on Nimble based on its stand-alone value, added that the takeover price it garnered reflects positively on the valuation of peer Pure Storage (PSTG). Nimble shares closed yesterday at $12.58, above HP's $12.50 per share bid.
02/28/17
BARD
02/28/17
NO CHANGE
Target $24
BARD
Outperform
Baird sees more risk for GameStop from Xbox Game Pass
Baird analyst Colin Sebastian believes Microsoft's (MSFT) new Xbox Game Pass subscription "further raises the risk profile" for GameStop (GME). The subscription service could add another layer of competitive pressure, Sebastian tells investors in an intraday research note. He believes Xbox Game Pass, which is similar to existing programs offered by Sony (SNE) and Electronic Arts (EA), underscores the importance of GameStop's diversification strategy. Sebastian keeps an Outperform rating on the shares with a $24 price target, but prefers additional pullbacks to put new money to work. GameStop is down 6% to $24.86 in early afternoon trading.
WDAY Workday
$84.49

1.84 (2.23%)

03/01/17
BERN
03/01/17
DOWNGRADE
BERN
Market Perform
Workday downgraded on results at Bernstein
As noted earlier, Bernstein downgraded Workday to Market Perform from Outperform. After Workday reported beat and raise results, analyst Mark Moerdler says that the company disclosed several negative data points, including slowing revenue growth and lack of a significant increase in its revenue guidance. Target to $91 from $84.
03/01/17
BERN
03/01/17
DOWNGRADE
BERN
Market Perform
Workday downgraded to Market Perform from Outperform at Bernstein
02/28/17
ADAM
02/28/17
NO CHANGE
Target $105
ADAM
Buy
Workday price target raised to $105 from $90 at Canaccord
Canaccord analyst Richard Davis raised his price target on Workday to $105 from $90. He noted the company will not provide billings guidance as it adopted a new accounting rule a year early and the rule along with increasing seasonality of the business makes the metric less reliable. Davis said his checks lead him to believe the company is very likely to close enough deals to propel the firm's revenue toward 30% over the next two years. Davis reiterated his Buy rating on Workday shares.
02/28/17
02/28/17
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. Workday (WDAY) downgraded to Sell from Neutral at Citi and to Hold from Buy at Evercore ISI. 2. Exelixis (EXEL) downgraded to Hold from Buy at Stifel with analyst Stephen Willey citing valuation. 3. Teva (TEVA) downgraded to Hold from Buy at Argus. 4. Cabot Oil & Gas (COG) downgraded to Market Perform from Outperform at Bernstein. 5. HP Enterprise (HPE) downgraded to Hold from Buy at Argus. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

CNX

Consol

$16.50

0.465 (2.90%)

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XENE

Xenon Pharmaceuticals

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Amgen

$170.77

1.39 (0.82%)

14:29
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11/17
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14:29
Periodicals
Xenon higher as CNBC's Tirrell reports on nonaddictive pain medicines »

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Amgen

$170.77

1.39 (0.82%)

RHHBY

Roche

$28.90

0.165 (0.57%)

BIIB

Biogen

$313.98

3.7 (1.19%)

RGEN

Repligen

$33.73

1.12 (3.43%)

VRTX

Vertex

$147.94

-0.72 (-0.48%)

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RIO

Rio Tinto

$47.70

0.065 (0.14%)

14:25
11/17/17
11/17
14:25
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14:25
Periodicals
Rio Tinto working with advisers on bid for stake in SQM, Bloomberg says »

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VIAB

Viacom

$23.69

-0.92 (-3.74%)

14:25
11/17/17
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14:25
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Options
Viacom call volume above normal and directionally bullish »

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14:25
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14:25
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General news
Action Economics Survey results »

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TWX

Time Warner

$88.79

0.7799 (0.89%)

, DIS

Disney

$103.63

0.03 (0.03%)

14:23
11/17/17
11/17
14:23
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14:23
Periodicals
'Justice League' grosses roughly $16M in opening day in China, Forbes says »

Warner Bros. (TWX) latest…

TWX

Time Warner

$88.79

0.7799 (0.89%)

DIS

Disney

$103.63

0.03 (0.03%)

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$NSD

NASDAQ Market Internals

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Technical Analysis
NASDAQ market internals summary »

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$NYE

NYSE Market Internals

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NYSE market internals summary »

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PAAS

Pan American Silver

$14.77

-0.12 (-0.81%)

14:00
11/17/17
11/17
14:00
11/17/17
14:00
Conference/Events
Pan American Silver investor and analyst day »

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TJX

TJX

$70.99

1.93 (2.79%)

14:00
11/17/17
11/17
14:00
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14:00
Options
Notable options activity in TJX as shares see strength »

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PFSW

PFSweb

$6.80

0.21 (3.19%)

13:59
11/17/17
11/17
13:59
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13:59
Hot Stocks
PFSweb rallies after Ancora discloses activist stake »

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RH

RH

$103.86

-0.95 (-0.91%)

13:52
11/17/17
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13:52
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HAIN

Hain Celestial

$38.49

1.76 (4.79%)

13:45
11/17/17
11/17
13:45
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Options
Hain Celestial call volume above normal and directionally bullish »

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PEG

PSEG

$51.40

0.015 (0.03%)

13:36
11/17/17
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13:36
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Syndicate
Breaking Syndicate news story on PSEG »

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AWK

American Water

$89.05

-0.64 (-0.71%)

13:33
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11/17
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Indiana American Water acquires Georgetown Water System for about $6.4M »

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COT

Cott Corp.

$16.86

0.36 (2.18%)

13:30
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Cott Corp call buying continues »

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FX Action: USD-JPY »

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CC

Chemours

$52.23

0.705 (1.37%)

13:27
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Chemours tells Bloomberg N.C. permit revocation 'unwarranted' »

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An exodus from U.S. high yield debt this week »

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STBZ

State Bank Financial

$28.69

0.21 (0.74%)

13:25
11/17/17
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Conference/Events
State Bank Financial participates in a conference call with SunTrust »

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  • 17

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HIBB

Hibbett Sports

$14.85

0.8 (5.69%)

13:24
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13:24
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Hibbett Sports analyst commentary  »

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FL

Foot Locker

$40.18

8.33 (26.15%)

13:23
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Foot Locker analyst commentary  »

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MS

Morgan Stanley

$48.67

0.065 (0.13%)

13:20
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Options
Morgan Stanley calls lead puts 9:1 »

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$NSD

NASDAQ Market Internals

13:17
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Technical Analysis
NASDAQ market internals summary »

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$NYE

NYSE Market Internals

13:16
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Technical Analysis
NYSE market internals summary »

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