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VMW

VMware

$88.49

0.12 (0.14%)

, AMZN

Amazon.com

$1,001.81

1.18 (0.12%)

10:06
07/17/17
07/17
10:06
07/17/17
10:06

Amazon, VMware discussing data center software partnership, The Information says

Amazon Web Services (AMZN) could "shake up the enterprise software industry" if it goes forward with a potential plan being discussed to develop data center software with "one-time arch enemy" VMware (VMW), said The Information's Kevin McLaughlin. Such a plan, if it moves forward, would be AWS' first large-scale effort to develop software for corporate data centers, the report noted. Reference Link

VMW

VMware

$88.49

0.12 (0.14%)

AMZN

Amazon.com

$1,001.81

1.18 (0.12%)

  • 27

    Jul

VMW VMware
$88.49

0.12 (0.14%)

06/02/17
RAJA
06/02/17
NO CHANGE
Target $106
RAJA
Outperform
VMware price target raised to $106 from $98 at Raymond James
Raymond James analyst Michael Turits raised VMware's price target to $106 from $98 and reiterated his Outperform rating following the "strong" Q1 report and raised FY18 guidance.
06/21/17
STFL
06/21/17
UPGRADE
STFL
Buy
VMware upgraded to Buy from Hold at Stifel
06/21/17
STFL
06/21/17
UPGRADE
STFL
Buy
VMware upgraded on 'strong earnings results' at Stifel
As noted earlier, Stifel upgraded VMware to Buy from Hold. Analyst Brad Reback upgraded the stock based on what he calls "a series of strong earnings results" by the company. He says that the company's newer products have grown at "healthy" rates, while the decline of its core vSphere business has been less intense than feared. The firm's checks indicate that hybrid clouds are being adopted more quickly than expected, added Reback, who raised his target on the shares to $109 from $96.
06/21/17
06/21/17
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. VMware (VMW) upgraded to Buy from Hold at Stifel with analyst Brad Reback upgraded the stock based on what he calls "a series of strong earnings results" by the company. 2. CDK Global (CDK) upgraded to Outperform from Market Perform at Wells Fargo with the firm saying it is upbeat on the company's business plan and its ability to raise its margins. Wells thinks that the company's margins can reach 35% in fiscal 2018 and 40% over the longer term. It calls the stocks valuation attractive. 3. AGCO (AGCO) upgraded to Neutral from Sell at UBS with analyst Steven Fisher citing improved business conditions. The analyst said valuation remains expensive relative to history, but he no longer sees a near-term downside catalyst and believes the company could raise its European forecast. Fisher raised his price target to $68 from $52 on AGCO shares. 4. PayPal (PYPL) upgraded to Overweight from Sector Weight at Pacific Crest with analyst Josh Beck saying its Choice and Venmo strategies are moving from investment to "harvesting mode." 5. Oneok (OKE) upgraded to Buy from Hold at Argus with analyst David Coleman citing 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.
AMZN Amazon.com
$1,001.81

1.18 (0.12%)

06/28/17
OPCO
06/28/17
DOWNGRADE
OPCO
Perform
Whole Foods downgraded to Perform from Outperform at Oppenheimer
Oppenheimer analyst Rupesh Parikh downgraded Whole Foods (WFM) to Perform from Outperform, stating that while he believes Amazon's (AMZN) buyout price undervalues the company, it now appears less likely a strategic player will make a new bid.
06/30/17
RBCM
06/30/17
NO CHANGE
RBCM
Amazon.com lead over online competitors increasing, says RBC Capital
After RBC Capital conducted a survey of 2000 U.S. online shoppers, RBC Capital analyst Mark S.F. Mahaney says that a record 93% chose Amazon as their favorite online shopping site. Amazon had a 75 point lead on selection and a 68 point lead on convenience. He noted that only 7% have purchased groceries on Amazon but 13% plan to do so. Mahaney keeps a $1,100 price target and an Outperform rating on Amazon.
07/17/17
UBSW
07/17/17
NO CHANGE
Target $1200
UBSW
Buy
Amazon.com price target raised to $1,200 from $1,100 at UBS
UBS analyst Eric Sheridan raised his price target on Amazon.com to $1,200 from $1,100 to reflect its long-tailed opportunities, including Prime membership, which has increased shopping velocity among members. Sheridan, who reiterated his Buy rating on Amazon shares, also cites its advertising opportunity, cloud computing penetration, and third-party mix in its core retail operations.
07/17/17
ROTH
07/17/17
NO CHANGE
Target $55
ROTH
Buy
GrubHub price target raised to $55 from $47 at Roth Capital
Roth Capital analyst Darren Aftahi raised his price target for GrubHub (GRUB) to $55 from $47 saying that despite Amazon's (AMZN) expansion into restaurant delivery, near-term risk may be overstated as only about 3.8% of his survey respondents use it in comparison to the former's 20.3% response rate. The analyst reiterates a Buy rating on the shares.

TODAY'S FREE FLY STORIES

ADP

ADP

$105.98

2.8 (2.71%)

12:46
07/27/17
07/27
12:46
07/27/17
12:46
Periodicals
Bill Ackman building stake in ADP, CNBC reports »

ADP is up nearly 10% in…

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  • 27

    Jul

XPO

XPO Logistics

$59.35

-2.27 (-3.68%)

12:45
07/27/17
07/27
12:45
07/27/17
12:45
Options
XPO Logistics call volume above normal and directionally bullish »

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LUV

Southwest

$57.67

-1.85 (-3.11%)

12:44
07/27/17
07/27
12:44
07/27/17
12:44
Hot Stocks
Southwest sees Q3 fuel price per gallon $1.95-$2.00 »

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  • 27

    Jul

NVO

Novo Nordisk

$41.40

-0.59 (-1.41%)

12:44
07/27/17
07/27
12:44
07/27/17
12:44
Hot Stocks
Novo Nordisk says Victoza approved in EU for expanded indication »

Novo Nordisk says the…

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CLVS

Clovis

$87.43

1.46 (1.70%)

, TSRO

Tesaro

$130.06

1.11 (0.86%)

12:41
07/27/17
07/27
12:41
07/27/17
12:41
Recommendations
Clovis, Tesaro, Merck, AstraZeneca analyst commentary  »

PARP deals may make…

CLVS

Clovis

$87.43

1.46 (1.70%)

TSRO

Tesaro

$130.06

1.11 (0.86%)

MRK

Merck

$64.43

2.63 (4.26%)

AZN

AstraZeneca

$28.99

-4.95 (-14.58%)

03/08/13
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03/06/13
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    Sep

FB

Facebook

$165.61

0.33 (0.20%)

, VZ

Verizon

$47.37

2.965 (6.68%)

12:38
07/27/17
07/27
12:38
07/27/17
12:38
General news
On The Fly: Top stock stories at midday »

Stocks opened higher…

FB

Facebook

$165.61

0.33 (0.20%)

VZ

Verizon

$47.37

2.965 (6.68%)

AZN

AstraZeneca

$28.99

-4.9508 (-14.59%)

GNC

GNC Holdings

$10.63

1.26 (13.45%)

BUD

AB InBev

$122.76

7.05 (6.09%)

TSCO

Tractor Supply

$53.40

-0.13 (-0.24%)

CYH

Community Health

$7.14

-1.3225 (-15.63%)

TWTR

Twitter

$17.06

-2.5508 (-13.01%)

BWLD

Buffalo Wild Wings

$122.65

-1.05 (-0.85%)

WHR

Whirlpool

$176.45

-13.74 (-7.22%)

03/08/13
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03/08/13
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03/06/13
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    Aug

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    Aug

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    Sep

LUV

Southwest

$57.56

-1.96 (-3.29%)

12:37
07/27/17
07/27
12:37
07/27/17
12:37
Hot Stocks
Southwest sees 'modest' capacity growth in Q4 in 1%-2% range »

Says Q3 outlook in line…

03/08/13
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  • 27

    Jul

LUV

Southwest

$57.60

-1.925 (-3.23%)

12:36
07/27/17
07/27
12:36
07/27/17
12:36
Hot Stocks
Southwest sees Q4 unit costs in line with year-ago levels »

The company expects…

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  • 27

    Jul

LUV

Southwest

$57.60

-1.925 (-3.23%)

12:36
07/27/17
07/27
12:36
07/27/17
12:36
Hot Stocks
Southwest sees Q3 unit costs ex-items up 2%-3% y/y »

Based on current cost…

03/08/13
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  • 27

    Jul

AAPL

Apple

$153.46

0.72 (0.47%)

12:34
07/27/17
07/27
12:34
07/27/17
12:34
Periodicals
Apple confirms discontinuation of iPod nano, shuffle, The Verge reports »

Apple is discontinuing…

03/08/13
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03/08/13
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  • 01

    Aug

HOG

Harley-Davidson

$49.96

1.32 (2.71%)

12:30
07/27/17
07/27
12:30
07/27/17
12:30
Options
Heavy call activity in Harley Davidson as shares rally »

Heavy call activity in…

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  • 02

    Oct

12:30
07/27/17
07/27
12:30
07/27/17
12:30
General news
Atlanta Fed's final Q2 GDPNow estimate was boosted to 2.8% »

Atlanta Fed's final…

VBIV

VBI Vaccines

$4.61

-0.03 (-0.65%)

12:25
07/27/17
07/27
12:25
07/27/17
12:25
Conference/Events
VBI Vaccines to host conference call »

Conference call to…

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  • 27

    Jul

  • 26

    Sep

DAL

Delta Air Lines

$50.74

-0.395 (-0.77%)

, AFLYY

Air France-KLM

$14.14

0.18 (1.29%)

12:22
07/27/17
07/27
12:22
07/27/17
12:22
Hot Stocks
Delta Air Lines to acquire 10% equity stake in Air France-KLM for EUR375M »

Delta Air Lines (DAL)…

DAL

Delta Air Lines

$50.74

-0.395 (-0.77%)

AFLYY

Air France-KLM

$14.14

0.18 (1.29%)

03/08/13
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GG

Goldcorp

$12.88

-0.91 (-6.60%)

12:20
07/27/17
07/27
12:20
07/27/17
12:20
Options
Repeat activity in GoldCorp after earnings »

Repeat activity in…

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  • 27

    Jul

12:20
07/27/17
07/27
12:20
07/27/17
12:20
General news
Treasury Option Action: heavy put activity »

Treasury Option Action:…

$NSD

NASDAQ Market Internals

12:17
07/27/17
07/27
12:17
07/27/17
12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

03/08/13
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$NYE

NYSE Market Internals

12:16
07/27/17
07/27
12:16
07/27/17
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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W

Wayfair

$78.91

-0.4533 (-0.57%)

12:15
07/27/17
07/27
12:15
07/27/17
12:15
Options
Wayfair put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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  • 08

    Aug

TDOC

Teladoc

$31.78

-2.575 (-7.50%)

, AMZN

Amazon.com

$1,052.80

12.93 (1.24%)

12:11
07/27/17
07/27
12:11
07/27/17
12:11
Recommendations
Teladoc, Amazon.com analyst commentary  »

Teladoc selloff on Amazon…

TDOC

Teladoc

$31.78

-2.575 (-7.50%)

AMZN

Amazon.com

$1,052.80

12.93 (1.24%)

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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  • 27

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    Aug

SBUX

Starbucks

$57.94

-0.61 (-1.04%)

12:11
07/27/17
07/27
12:11
07/27/17
12:11
Technical Analysis
Technical Earnings Preview: Starbucks in consolidation phase before news »

The stock has been…

03/08/13
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  • 27

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AAPL

Apple

$153.46

0.72 (0.47%)

12:06
07/27/17
07/27
12:06
07/27/17
12:06
Periodicals
Breaking Periodicals news story on Apple »

Apple to discontinue iPod…

03/08/13
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  • 01

    Aug

NTES

NetEase

$312.15

3.26 (1.06%)

12:05
07/27/17
07/27
12:05
07/27/17
12:05
Options
NetEase call volume above normal and directionally bullish »

Bullish option flow…

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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  • 09

    Aug

WABC

Westamerica

$54.57

-1.82 (-3.23%)

12:04
07/27/17
07/27
12:04
07/27/17
12:04
Hot Stocks
Westamerica announces announces stock repurchase plan »

Westamerica…

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12:00
07/27/17
07/27
12:00
07/27/17
12:00
General news
Treasury's $20 B 14-day cash management bill saw pretty good demand »

Treasury's $20 B…

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