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AMZN

Amazon.com

$853.42

0.45 (0.05%)

, MSFT

Microsoft

$64.64

-0.11 (-0.17%)

10:20
03/17/17
03/17
10:20
03/17/17
10:20

Amazon cloud unit seen losing momentum as Microsoft gains ground

The growth of Amazon's (AMZN) cloud business could slow as both Microsoft (MSFT) and Google (GOOG,GOOGL) increase their investments in their cloud offerings and become more "viable," research firm Pacific Crest contended today. Meanwhile, channel partners have become more upbeat on Microsoft's cloud business, the firm added. COMPETITION MORE VIABLE: After conducting checks, Pacific Crest analyst Brent Bracelin believes that the cloud offerings of Google and Microsoft have become "viable global alternatives" to Amazon's cloud business, Amazon Web Services, or AWS. The transformation occurred because Google and Microsoft have invested heavily in their cloud businesses, Bracelin explained. Although Amazon's cloud business still has a "multiyear lead" over its competitors, AWS' share gains and growth are moderating, Bracelin warned. He lowered his estimates for AWS "slightly," as he now believes that the unit's annual revenue growth will drop below 40% for the first time in 2017 and fall below 30% by the end of 2018. Consequently, he lowered his price target on Amazon's stock to $895 from $905. However, he kept an Overweight rating on the shares. PARTNERS MORE UPBEAT ON MICROSOFT: Channel partners that were skeptical about Microsoft's cloud business, Azure, have become more upbeat on the unit recently, Bracelin reported. He thinks that Azure's features and global footprint have become more competitive with those of AWS. Additionally, Azure appears to offer more functionality to large enterprises than AWS, indicated Bracelin, who kept a $70 price target and an Overweight rating on Microsoft shares. PRICE ACTION: In early trading, Amazon slipped 0.2% to $851.64 and Microsoft rose 0.3% to $64.86 per share.

AMZN

Amazon.com

$853.42

0.45 (0.05%)

MSFT

Microsoft

$64.64

-0.11 (-0.17%)

GOOG

Alphabet

$848.78

1.58 (0.19%)

GOOGL

Alphabet Class A

$870.00

1.61 (0.19%)

  • 19

    Mar

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    Mar

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    Mar

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    Mar

  • 09

    May

  • 16

    May

AMZN Amazon.com
$853.42

0.45 (0.05%)

03/09/17
03/09/17
NO CHANGE

Macquarie has ten concerns about lululemon
Macquarie analyst Laurent Vasilescu outlined his ten concerns about lululemon (LULU). Specifically, he says that the company's store comps are in the low single percentage digits, the company continues to reduce the amount of information it discloses about its gross margins, its men's and ivivva projects are margin dilutive, the U.S. market has reached saturation, its U.S. stores are margin dilutive, it's not investing enough in marketing, it invests almost nothing in R&D and is not a tech company as it claims, it's facing new competition from Amazon (AMZN), Beyonce and denim, and it has high fixed SG&A costs and inventories. The analyst adds that the stock historically does well after the Q4 results and then retreats. He keeps a $44 price target and an Underperform rating on the name.
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.
03/17/17
03/17/17
NO CHANGE

Growth of Amazon.com cloud business could moderate, says Pacific Crest
Pacific Crest analyst Brent Bracelin says that heavy investments by Microsoft (MSFT) and Google (GOOG, GOOGL) could make their cloud businesses more competitive with Amazon's (AMZN) AWS. The analyst says that AWS' growth could decelerate this year and in 2018. He lowered his estimates for Amazon and cut his price target on the name to $895 from $905 but keeps an Overweight rating on the shares.
03/17/17
03/17/17
NO CHANGE

Feedback on Microsoft cloud more positive, says Pacific Crest
Microsoft's (MSFT) cloud partners have become more upbeat on the company's cloud business, Azure, according to Pacific Crest analyst Brent Bracelin. The analyst says that Azure has "become a viable alternative to" Amazon's (AMZN) AWS. He continues to recommend buying Microsoft stock. .
MSFT Microsoft
$64.64

-0.11 (-0.17%)

03/14/17
JEFF
03/14/17
NO CHANGE
Target $62
JEFF
Underperform
Jefferies says 'probably not' on Citrix takeover
In a research note titled "Maybe, But Probably Not," Jefferies analyst John DiFucci argues that a strategic acquirer would "be hard-pressed" to seriously consider acquiring Citrix Systems (CTXS) at a premium to current share levels. Further, he believes a financial buyer would likely find a deal "even more difficult." A potential strategic buyer for the whole company aside from Microsoft (MSFT) is difficult to find, DiFucci writes. He keeps an Underperform rating on Citrix with a $62 price target. The analyst's thoughts following reports that Citrix has hired bankers to explore a sale.
03/15/17
OPCO
03/15/17
NO CHANGE
Target $142
OPCO
Outperform
Arista Networks price target raised to $142 from $120 at Oppenheimer
Oppenheimer analyst Ittai Kidron raised his price target for Arista Networks (ANET) to $142 from $120 given his increasing conviction in the company's opportunities. The analyst sees multiple growth drivers still in early innings, including growing opportunities with cloud providers beyond Microsoft (MSFT), emerging DCI routing, HP Enterprise (HPE) go-to-market partnership, and potential incremental U.S. Federal business. He reiterates an Outperform rating on Arista's shares.
GOOG Alphabet
$848.78

1.58 (0.19%)

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.
03/14/17
DADA
03/14/17
NO CHANGE
Target $51
DADA
Neutral
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.
GOOGL Alphabet Class A
$870.00

1.61 (0.19%)

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.

TODAY'S FREE FLY STORIES

WLDN

Willdan Group

$24.52

-0.46 (-1.84%)

11:55
11/24/17
11/24
11:55
11/24/17
11:55
Conference/Events
Willdan Group management to meet with Wedbush »

Meeting with President…

03/08/13
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  • 05

    Dec

WLH

William Lyon Homes

$29.55

-0.33 (-1.10%)

11:51
11/24/17
11/24
11:51
11/24/17
11:51
Conference/Events
William Lyon Homes management to meet with Wedbush »

Meeting with CFO Severn…

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BLDR

Builders FirstSource

$19.52

0.07 (0.36%)

11:49
11/24/17
11/24
11:49
11/24/17
11:49
Conference/Events
Builders FirstSource management to meet with Wedbush »

Meeting with CFO Jackson…

03/08/13
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03/06/13
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FUN

Cedar Fair

$67.06

0.51 (0.77%)

11:47
11/24/17
11/24
11:47
11/24/17
11:47
Conference/Events
Cedar Fair management to meet with Wedbush »

Meetings to be held in…

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  • 28

    Nov

HOG

Harley-Davidson

$47.26

-0.42 (-0.88%)

, PII

Polaris Industries

$123.17

-0.41 (-0.33%)

11:43
11/24/17
11/24
11:43
11/24/17
11:43
Conference/Events
Wedbush leisure analyst holds an analyst/industry luncheon meeting »

Leisure Analyst Haridman…

HOG

Harley-Davidson

$47.26

-0.42 (-0.88%)

PII

Polaris Industries

$123.17

-0.41 (-0.33%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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PEP

PepsiCo

$115.91

0.83 (0.72%)

11:40
11/24/17
11/24
11:40
11/24/17
11:40
Options
One week call buyers in Pepsico »

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NSANY

Nissan

$19.10

-0.07 (-0.37%)

11:36
11/24/17
11/24
11:36
11/24/17
11:36
Periodicals
Nissan plans to unveil new gasoline-fueled engine next week, Reuters says »

Nissan plans to keep…

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  • 16

    Jan

ECYT

Endocyte

$4.82

0.07 (1.47%)

, PGNX

Progenics

$5.59

0.06 (1.09%)

11:35
11/24/17
11/24
11:35
11/24/17
11:35
Conference/Events
Wedbush biotech analyst holds an analyst/industry conference call »

Biotech Analyst…

ECYT

Endocyte

$4.82

0.07 (1.47%)

PGNX

Progenics

$5.59

0.06 (1.09%)

03/08/13
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03/08/13
Credit Suisse
03/06/13
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03/06/13
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CBI

CB&I

$15.46

-0.16 (-1.02%)

11:35
11/24/17
11/24
11:35
11/24/17
11:35
Options
CB&I put volume heavy and directionally bearish »

Bearish flow noted in…

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  • 28

    Nov

AAPL

Apple

$174.96

1.82 (1.05%)

11:20
11/24/17
11/24
11:20
11/24/17
11:20
Options
Active trading in Apple expiring options »

Active trading in Apple…

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DIS

Disney

$102.78

0.04 (0.04%)

, VIAB

Viacom

$26.68

-0.58 (-2.13%)

11:19
11/24/17
11/24
11:19
11/24/17
11:19
Hot Stocks
Box Office Battle: 'Coco' looking to take top spot from 'Justice League' »

"Coco," the…

DIS

Disney

$102.78

0.04 (0.04%)

VIAB

Viacom

$26.68

-0.58 (-2.13%)

LGF.B

Lionsgate

$31.68

0.355 (1.13%)

SNE

Sony

$47.92

0.7 (1.48%)

LGF.A

Lionsgate

$33.31

0.33 (1.00%)

FOXA

21st Century Fox

$30.61

-0.27 (-0.87%)

FOX

21st Century Fox

$29.94

-0.16 (-0.53%)

CMCSK

Comcast

CMCSA

Comcast

$36.41

-0.01 (-0.03%)

TWX

Time Warner

$89.91

-0.1 (-0.11%)

VIA

Viacom

$32.90

-0.45 (-1.35%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 28

    Nov

$NSD

NASDAQ Market Internals

11:17
11/24/17
11/24
11:17
11/24/17
11:17
Technical Analysis
NASDAQ market internals summary »

Volume is below average…

03/08/13
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$NYE

NYSE Market Internals

11:16
11/24/17
11/24
11:16
11/24/17
11:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

03/08/13
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GNC

GNC Holdings

$5.65

0.2 (3.67%)

11:15
11/24/17
11/24
11:15
11/24/17
11:15
Options
GNC Holdings put volume heavy and directionally bearish »

Bearish flow noted in GNC…

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OSTK

Overstock.com

$61.05

0.6 (0.99%)

11:05
11/24/17
11/24
11:05
11/24/17
11:05
Options
Overstock com call volume above normal and directionally bullish »

Bullish option flow…

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M

Macy's

$21.56

0.93 (4.51%)

10:50
11/24/17
11/24
10:50
11/24/17
10:50
Options
Macy's calls outpace puts 2:1 as shares see strength »

Macy's calls outpace…

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  • 18

    Mar

GM

General Motors

$44.37

0.075 (0.17%)

10:40
11/24/17
11/24
10:40
11/24/17
10:40
Options
10K GM Dec 44 calls sold at $1.20 »

10K GM Dec 44 calls sold…

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  • 30

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    Jan

M

Macy's

$21.57

0.9366 (4.54%)

10:38
11/24/17
11/24
10:38
11/24/17
10:38
Technical Analysis
Technical View: Macy's ticks top of downtrend resistance line »

The stock was last up…

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  • 18

    Mar

MSON

Misonix

$10.58

0.025 (0.24%)

10:36
11/24/17
11/24
10:36
11/24/17
10:36
Hot Stocks
Breaking Hot Stocks news story on Misonix »

South Africa Alpha…

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TCEHY

Tencent

$54.89

-1.01 (-1.81%)

, NTDOY

Nintendo

$50.55

0.72 (1.44%)

10:35
11/24/17
11/24
10:35
11/24/17
10:35
Periodicals
Tencent denies rumor of Nintendo gaming JV in China, Marbridge Daily says »

Tencent (TCEHY) has…

TCEHY

Tencent

$54.89

-1.01 (-1.81%)

NTDOY

Nintendo

$50.55

0.72 (1.44%)

03/08/13
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03/06/13
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03/06/13
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AMZN

Amazon.com

$1,175.50

19.08 (1.65%)

10:34
11/24/17
11/24
10:34
11/24/17
10:34
Periodicals
Amazon workers in Germany, Italy strike on Black Friday, TechCrunch reports »

Workers at Amazon…

03/08/13
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  • 18

    Mar

UEPS

Net 1 UEPS

$12.28

2.16 (21.34%)

10:30
11/24/17
11/24
10:30
11/24/17
10:30
Options
Notable new position opened in Net 1 Ueps Tech as shares stumble »

Notable new position…

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FORR

Forrester

$46.55

-0.15 (-0.32%)

10:25
11/24/17
11/24
10:25
11/24/17
10:25
Conference/Events
Forrester management to meet with Sidoti »

Meeting to be held in…

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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  • 29

    Nov

  • 29

    Nov

  • 05

    Dec

MRO

Marathon Oil

$15.04

0.161 (1.08%)

10:25
11/24/17
11/24
10:25
11/24/17
10:25
Options
Marathon Oil call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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03/06/13
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  • 28

    Nov

GRC

Gorman-Rupp

$32.18

-0.29 (-0.89%)

10:24
11/24/17
11/24
10:24
11/24/17
10:24
Conference/Events
Gorman-Rupp management to meet with Sidoti »

Meeting to be held in…

03/08/13
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03/06/13
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03/06/13
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  • 29

    Nov

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