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CRM

Salesforce

$87.75

-0.09 (-0.10%)

, RL

Ralph Lauren

$71.38

-1.37 (-1.88%)

18:25
05/18/17
05/18
18:25
05/18/17
18:25

Salesforce CEO says getting 'great wins' across the board

Says signed Ralph Lauren (RL) as new customer for commerce cloud. Says has "dramatically expanded" relationship with Amazon Web Services (AMZN). Says Demandware acquisition has "exceeded expectations." Marc Benioff is speaking on CNBC.

CRM

Salesforce

$87.75

-0.09 (-0.10%)

RL

Ralph Lauren

$71.38

-1.37 (-1.88%)

AMZN

Amazon.com

$958.49

13.73 (1.45%)

  • 18

    May

  • 18

    May

  • 23

    May

  • 08

    Jun

CRM Salesforce
$87.75

-0.09 (-0.10%)

05/17/17
OTRG
05/17/17
NO CHANGE
OTRG
Salesforce partners off to a solid FY18 start, says OTR Global
OTR Global's checks indicate Salesforce partners have mostly met or exceeded deal closure expectations for FY18 driven by broad product appeal and vertical expansion.
05/15/17
RBCM
05/15/17
NO CHANGE
RBCM
Salesforce price target raised to $100 from $88 at RBC Capital
RBC Capital analyst Ross MacMillan raised his price target on Salesforce. The analyst thinks that the company's Q1 billings guidance will prove to be "conservative," while its pricing dynamics are "positive." He keeps an Outperform rating.
05/15/17
BNCH
05/15/17
NO CHANGE
Target $110
BNCH
Buy
Salesforce price target raised to $110 ahead of earnings at Benchmark
Benchmark analyst Yun Kim said his checks indicate that Salesforce (CRM) is beginning to replace SAP (SAP) and Oracle (ORCL) as the "de facto standard" in enterprise business applications and he expects Salesforce to report at least in-line Q1 results and give at least in-line Q2 guidance. Ahead of the company's upcoming Q1 report, which is due on May 18, Kim raised his price target on Salesforce shares to $110 from $100 and keeps a Buy rating on the stock.
05/16/17
RAJA
05/16/17
NO CHANGE
Target $105
RAJA
Strong Buy
Salesforce reiterated as a Strong Buy ahead of Q1 report at Raymond James
Raymond James analyst Brian Peterson expects modest upside to Salesforce's Q1 and believes management could raise revenue guidance again for FY18. He believes a number of growth catalysts including new product ramps, cross-selling of various cloud portfolios, vertical expansion efforts, and the partner ecosystem continue to gain momentum and views shares as attractively valued. Peterson reiterated his Strong Buy rating and $105 price target ahead of the Q1 report on Thursday.
RL Ralph Lauren
$71.38

-1.37 (-1.88%)

02/22/17
02/22/17
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. UPS (UPS) downgraded to Neutral from Buy at BofA/Merrill with analyst Ken Hoexter citing a more muted growth outlook combined with higher capex targets. 2. Ralph Lauren (RL) downgraded to Underweight from Neutral at Atlantic Equities. 3. Charter (CHTR) downgraded to Neutral from Buy at MoffettNathanson with analyst Craig Moffett citing valuation. 4. trivago (TRVG) was downgraded to Market Perform from Outperform at Cowen, while TripAdvisor (TRIP) was downgraded to Underperform from Market Perform. 5. First Solar (FSLR) downgraded to Underperform from Neutral at Credit Suisse. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/22/17
ATLE
02/22/17
DOWNGRADE
ATLE
Underweight
Ralph Lauren downgraded to Underweight from Neutral at Atlantic Equities
04/10/17
RBCM
04/10/17
INITIATION
RBCM
Sector Perform
Ralph Lauren initiated with a Sector Perform at RBC Capital
RBC Capital analyst Brian Tunick started coverage of Ralph Lauren with an $84 price target and a Sector PErform rating. Tunick says that the company's turnaround is "intriguing," as its gross margins are improving but he thinks that the outlook for its revenue recovery is uncertain. He thinks that the company's stock will have difficulty moving above its current range unless earnings rise as margins increase.
04/20/17
OTRG
04/20/17
DOWNGRADE
OTRG
Negative
Ralph Lauren downgraded to Negative from Mixed at OTR Global
OTR Global downgraded Ralph Lauren to Negative saying checks indicate US outlets were hurt by a downturn in traffic and late winter storms in Q4 and orders for July-September are flat to down year-over-year among woman buyers.
AMZN Amazon.com
$958.49

13.73 (1.45%)

05/17/17
ROTH
05/17/17
DOWNGRADE
Target $1.3
ROTH
Sell
Plug Power downgraded to Sell from Neutral at Roth Capital
Roth Capital analyst Craig Irwin downgraded Plug Power to Sell from Neutral and cut his price target to $1.30 from $2.25 following the company's "weak" Q1 earnings report. Anchor customer Wal-Mart (WMT) will "dramatically" reduce purchases in 2017 and the company's deal with Amazon (AMZN) is dilutive, not additive, to guidance, said Irwin. Backlog was not disclosed, which raises Irwin's suspicion that the company has received material debookings, he added.
05/15/17
OPCO
05/15/17
NO CHANGE
Target $1100
OPCO
Outperform
Amazon.com price target raised to $1,100 from $970 at Oppenheimer
Oppenheimer analyst Jason Helfstein raised his price target for Amazon.com to $1,100 from $970 on valuation. While the analyst still believes Amazon is a "must own" within large-cap given a number of greenfield opportunities, and the leading position in global eCommerce, he also believes Street estimates may be aggressive on margins given the need to invest in domestic grocery infrastructure, domestic home decor/furniture infrastructure, Prime in India, Prime in China, Prime in Mexico, Alexa R&D, global video content, Prime Now, Prime Music and AdTech business. Helfstein reiterates an Outperform rating on the shares.
05/15/17
MSCO
05/15/17
DOWNGRADE
Target $305
MSCO
Equal Weight
Tesla downgraded to Equal Weight from Overweight at Morgan Stanley
Morgan Stanley analyst Adam Jonas downgraded Tesla (TSLA) to Equal Weight with an unchanged price target of $305. The electric carmaker closed Friday up $1.71 to $324.81. The bull thesis on Tesla centers around the company becoming the next Amazon (AMZN) or Apple (AAPL), Jonas tells investors in a research note. The analyst, however, questions if the risks of taking on the tech giants is sufficiently discounted in the share price. He expects "much larger and more well capitalized" competitors to unveil strategies that directly address sustainable transport and mobility. Regarding the numbers, Jonas now expects Tesla to remain loss-making on a U.S. GAAP basis until late 2019. His also expects the company to burn $3.1B of cash in 2017, greater than his previous estimate of $2.3B. Further, the analyst believes expectations for the Model 3 launch "appear to have recovered substantially" over the last four months.
05/08/17
DBAB
05/08/17
NO CHANGE
Target $81
DBAB
Hold
Wal-Mart price target raised to $81 from $71 at Deutsche Bank
Deutsche Bank analyst Paul Trussell raised his price target for Wal-Mart (WMT) to $81 saying his view on the shares is "increasingly positive." Fundamentals are improving and Jet.com has the potential to help position Wal-Mart as a legitimate contender versus Amazon.com (AMZN) in the long-term, Trussell tells investors in a research note. The analyst keeps a Hold rating on the shares.

TODAY'S FREE FLY STORIES

SPLS

Staples

$8.78

0.1 (1.15%)

10:27
05/25/17
05/25
10:27
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10:27
Periodicals
Breaking Periodicals news story on Staples »

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NKE

Nike

$52.38

0.365 (0.70%)

10:25
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Nike call volume above normal and directionally bullish »

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KBIO

KaloBios

$2.20

-0.05 (-2.22%)

10:20
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10:20
05/25/17
05/25
10:20
05/25/17
10:20
General news
Today's U.S. reports »

Today's U.S. reports…

$NSD

NASDAQ Market Internals

10:17
05/25/17
05/25
10:17
05/25/17
10:17
Technical Analysis
NASDAQ market internals summary »

Volume is below average…

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SHLD

Sears

$7.47

-0.31 (-3.98%)

, AMZN

Amazon.com

$980.35

8.81 (0.91%)

10:16
05/25/17
05/25
10:16
05/25/17
10:16
Hot Stocks
Sears soars after reporting smaller than expected quarterly loss »

Shares of Sears Holdings…

SHLD

Sears

$7.47

-0.31 (-3.98%)

AMZN

Amazon.com

$980.35

8.81 (0.91%)

JCP

J.C. Penney

$4.74

0.085 (1.83%)

M

Macy's

$23.60

0.4196 (1.81%)

TGT

Target

$54.26

0.13 (0.24%)

STWD

Starwood Property

$22.19

0.05 (0.23%)

KSS

Kohl's

$38.62

0.6899 (1.82%)

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$NYE

NYSE Market Internals

10:16
05/25/17
05/25
10:16
05/25/17
10:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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10:15
05/25/17
05/25
10:15
05/25/17
10:15
General news
Breaking General news story  »

Week of 5/19 EIA Natural…

CSRA

CSRA

$31.08

1.44 (4.86%)

10:12
05/25/17
05/25
10:12
05/25/17
10:12
Hot Stocks
CSRA unit wins five-year $266M EPA contract »

CSRA announced that its…

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TWLO

Twilio

$25.10

-0.95 (-3.65%)

, ZEN

Zendesk

$25.86

0.02 (0.08%)

10:07
05/25/17
05/25
10:07
05/25/17
10:07
Recommendations
Twilio lower after Northland details relationship with Airbnb »

Airbnb, which currently…

TWLO

Twilio

$25.10

-0.95 (-3.65%)

ZEN

Zendesk

$25.86

0.02 (0.08%)

VG

Vonage

$6.94

0.025 (0.36%)

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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  • 30

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SITO

SITO Mobile

$4.16

-0.05 (-1.19%)

10:06
05/25/17
05/25
10:06
05/25/17
10:06
Downgrade
SITO Mobile rating change  »

SITO Mobile downgraded to…

03/08/13
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ESE

ESCO Technologies

$57.65

-0.2 (-0.35%)

10:02
05/25/17
05/25
10:02
05/25/17
10:02
Hot Stocks
ESCO Technologies acquires assets of Morgan Schaffer, terms not disclosed »

ESCO Technologies…

03/08/13
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  • 01

    Jun

ALXN

Alexion

$101.08

-3.56 (-3.40%)

10:00
05/25/17
05/25
10:00
05/25/17
10:00
Upgrade
Alexion rating change  »

Alexion upgraded to…

03/08/13
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  • 23

    Oct

XLNX

Xilinx

$64.44

0.47 (0.73%)

10:00
05/25/17
05/25
10:00
05/25/17
10:00
Options
Bullish option play in Xilinx as shares advance »

Bullish option play in…

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  • 01

    Jun

09:56
05/25/17
05/25
09:56
05/25/17
09:56
Conference/Events
Jefferies financial/banks analysts hold an analyst/industry conference call »

Analysts discuss trust…

09:55
05/25/17
05/25
09:55
05/25/17
09:55
General news
Bloomberg Consumer Comfort Index Level data reported »

Week of 5/21 Bloomberg…

BBD

Banco Bradesco

$8.46

0.025 (0.30%)

09:55
05/25/17
05/25
09:55
05/25/17
09:55
Options
Banco Bradesco put volume heavy and directionally bearish »

Bearish flow noted in…

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BBY

Best Buy

$56.94

6.52 (12.93%)

, PVH

PVH Corp.

$106.53

4.49 (4.40%)

09:55
05/25/17
05/25
09:55
05/25/17
09:55
Options
Early notable gainers among liquid option names on May 25th »

Notable gainers among…

BBY

Best Buy

$56.94

6.52 (12.93%)

PVH

PVH Corp.

$106.53

4.49 (4.40%)

CSRA

CSRA

$30.51

0.87 (2.94%)

ADS

Alliance Data

$247.05

9.335 (3.93%)

NFLX

Netflix

$157.75

-0.2 (-0.13%)

03/08/13
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09:55
05/25/17
05/25
09:55
05/25/17
09:55
General news
Fed policy outlook: Fed funds futures are little changed to slightly firmer »

Fed policy outlook: Fed…

WOW

WideOpenWest

09:54
05/25/17
05/25
09:54
05/25/17
09:54
Syndicate
Breaking Syndicate news story on WideOpenWest »

WideOpenWest opens for…

03/08/13
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  • 25

    May

NFLX

Netflix

$157.75

-0.2 (-0.13%)

09:54
05/25/17
05/25
09:54
05/25/17
09:54
Conference/Events
William Blair Internet/Media analyst holds an analyst/industry conference call »

Media/Internet Analyst…

03/08/13
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  • 01

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  • 05

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PM

Philip Morris

$118.01

0.58 (0.49%)

09:52
05/25/17
05/25
09:52
05/25/17
09:52
Hot Stocks
FDA begins scientific review of Philip Morris MRTP application for EHTP »

On May 24, the US FDA…

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TGI

Triumph Group

$32.50

0.85 (2.69%)

09:50
05/25/17
05/25
09:50
05/25/17
09:50
Downgrade
Triumph Group rating change  »

Triumph Group downgraded…

03/08/13
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03/06/13
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03/06/13
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09:50
05/25/17
05/25
09:50
05/25/17
09:50
Hot Stocks
Breaking Hot Stocks news story  »

Reading International…

TGI

Triumph Group

$32.00

0.35 (1.11%)

09:47
05/25/17
05/25
09:47
05/25/17
09:47
Downgrade
Triumph Group rating change  »

Triumph Group downgraded…

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