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CRM

Salesforce

$90.80

0.18 (0.20%)

04:55
08/01/17
08/01
04:55
08/01/17
04:55

Piper Jaffray application & infrastructure analysts hold a luncheon meeting

Application & Infrastructure Software Analysts hold a Luncheon Meeting with a Salesforce implementation partner in New York on August 1 at 12 pm hosted by Piper Jaffray.

  • 01

    Aug

  • 07

    Aug

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    Sep

CRM Salesforce
$90.80

0.18 (0.20%)

06/15/17
BERN
06/15/17
NO CHANGE
BERN
Multiple software companies to benefit from AI, says Bernstein
Bernstein analyst Mark L. Moerdler believes that software companies will capture more than 50% of the revenue from AI. Multiple software companies will be able to benefit from the emergence of AI by creating "more efficient algorithms, " he believes. Microsoft (MSFT) will be well-positioned to use AI to drive adoption of its Azure cloud offering, while Adobe (ADBE) can use the technology to increase adoption of its cloud offerings and monetize AI through its IO product, the analyst believes. Splunk (SPLK) has added Machine Learning capabilities to its big data platform, and they are being used to deliver its security offerings, according to Moerdler. Over the longer term, the company should be able to incorporate machine learning into other products,the analyst stated. Oracle (ORCL) is benefiting from the use of AI in conjunction with its cloud offerings and from Machine Learning that it uses in conjunction with its data sources, the analyst stated. Finally, Salesforce's (CRM) Einstein Artificial Intelligence could give the company a competitive advantage over some competitors who do not offer similar functionality, he wrote. The analyst keeps Outperform ratings on all the stocks named except for Salesforce, which he continues to rate Underperform.
06/26/17
RHCO
06/26/17
INITIATION
Target $110
RHCO
Buy
Salesforce initiated with a Buy at SunTrust
SunTrust analyst Terry Tillman initiated Salesforce with a Buy and a $110 price target and views its as a core holding for large-cap investors. Tilman believes Salesforce can sustain 20% topline growth with opportunities for growth acceleration. He expects management to remain discipline with operating leverage and said estimates could prove to low in CY17/18.
06/27/17
06/27/17
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. JPMorgan analyst Alex Yao resumed coverage of Alibaba (BABA) Group with an Overweight rating and $190 price target following a period of restriction. The rating is unchanged and the price target is raised from $140. 2. SunTrust analyst Terry Tillman initiated Salesforce (CRM) with a Buy and a $110 price target and views its as a core holding for large-cap investors. 3. Citi analyst Joel Beatty started Arena Pharmaceuticals (ARNA) with a Buy rating and $23 price target. 4. Deutsche Bank analyst Bryan Kraft started Lionsgate Class A (LGF.A) shares with a Hold rating and $29 price target. 5. Cantor Fitzgerald analyst Louise Chen assumed coverage of Amarin (AMRN) with an Overweight rating and $10 price target. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
07/12/17
ADAM
07/12/17
NO CHANGE
ADAM
Canaccord assembles software shopping list following sector pullback
Canaccord analyst Richard Close welcomed the recent pullback in the software sector and has assembled a shopping list of names to watch to buy on further pullbacks. He recommends sticking with high quality, cash generating names such as Salesforce (CRM), Adobe (ADBE) and ServiceNow (NOW), which will hold up best if the sector remains under pressure. Other names include Splunk (SPLK), HubSpot (HUBS), Everbridge (EVBG), Five9 (FIVN), Box (BOX), and Autodesk (ADSK), which he believes are quality names and would be a smart strategy to use as a supplement to the other names.

TODAY'S FREE FLY STORIES

DDS

Dillard's

$55.18

-0.75 (-1.34%)

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General news
Treasury Closing Summary: »

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EPD

Enterprise Products

$25.07

-0.1 (-0.40%)

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Put buyers in Energy Products Partners »

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LB

L Brands

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14:58
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NUE

Nucor

$54.75

-1.98 (-3.49%)

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Syndicate
Breaking Syndicate news story on Nucor »

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AZN

AstraZeneca

$29.21

0.03 (0.10%)

, TSRO

Tesaro

$112.99

-1.01 (-0.89%)

14:50
08/17/17
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14:50
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AstraZeneca, Tesaro, Clovis analyst commentary  »

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AZN

AstraZeneca

$29.21

0.03 (0.10%)

TSRO

Tesaro

$112.99

-1.01 (-0.89%)

CLVS

Clovis

$71.77

-0.11 (-0.15%)

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GOOG

Alphabet

$926.96

4.74 (0.51%)

, GOOGL

Alphabet Class A

$944.27

6.19 (0.66%)

14:50
08/17/17
08/17
14:50
08/17/17
14:50
Periodicals
Google piloting data-friendly Search app in Indonesia, TechCrunch reports »

Google is pilot testing a…

GOOG

Alphabet

$926.96

4.74 (0.51%)

GOOGL

Alphabet Class A

$944.27

6.19 (0.66%)

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AMAT

Applied Materials

$44.46

0.58 (1.32%)

14:49
08/17/17
08/17
14:49
08/17/17
14:49
Options
Applied Materials options imply 6.9% move in share price post-earnings, above median historical move »

Pre-earnings options…

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AZN

AstraZeneca

$29.17

-0.015 (-0.05%)

, CLVS

Clovis

$71.77

-0.11 (-0.15%)

14:44
08/17/17
08/17
14:44
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14:44
Hot Stocks
Feuerstein says Lynparza approval shows FDA sees no differences in PARPs »

STAT's Adam…

AZN

AstraZeneca

$29.17

-0.015 (-0.05%)

CLVS

Clovis

$71.77

-0.11 (-0.15%)

TSRO

Tesaro

$112.99

-1.01 (-0.89%)

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FSM

Fortuna Silver Mines

$4.49

-0.01 (-0.22%)

14:30
08/17/17
08/17
14:30
08/17/17
14:30
Options
6.5K Fortuna Silver Mines Aug - Sep 4 call spreads for 9c »

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14:30
08/17/17
08/17
14:30
08/17/17
14:30
General news
NY Fed's Survey of Primary Dealers showed expectations for December hike »

NY Fed's Survey of…

PCLN

Priceline

$1,855.72

-5.115 (-0.27%)

14:26
08/17/17
08/17
14:26
08/17/17
14:26
Recommendations
Priceline analyst commentary  »

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PAH

Platform Specialty Products

$12.21

-0.345 (-2.75%)

14:25
08/17/17
08/17
14:25
08/17/17
14:25
Options
Platform Specialty Products call volume above normal and directionally bullish »

Bullish option flow…

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14:25
08/17/17
08/17
14:25
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14:25
General news
Canada CPI Preview »

Canada CPI Preview:…

TLSYY

Telstra

$17.11

0.585 (3.54%)

14:23
08/17/17
08/17
14:23
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14:23
Downgrade
Telstra rating change  »

Telstra downgraded to…

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XLK

Technology Select Sector SPDR

$57.49

-0.785 (-1.35%)

, XLI

Industrial Select Sector SPDR

$67.77

-0.84 (-1.22%)

14:23
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Technical Analysis
Technical View: S&P 500 breaks another support layer »

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XLK

Technology Select Sector SPDR

$57.49

-0.785 (-1.35%)

XLI

Industrial Select Sector SPDR

$67.77

-0.84 (-1.22%)

XLY

Consumer Discretionary Sector SPDR

$89.23

-0.9 (-1.00%)

XLF

Financial Select Sector

$24.78

-0.26 (-1.04%)

SPY

SPDR S&P 500 ETF Trust

$244.48

-2.465 (-1.00%)

SPX

S&P 500

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ADP

ADP

$111.10

-0.48 (-0.43%)

14:18
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ADP says Pershing presentation contains nothing not already analyzed »

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$NSD

NASDAQ Market Internals

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NASDAQ market internals summary »

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GT

Goodyear Tire

$30.29

-0.01 (-0.03%)

14:16
08/17/17
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Goodyear Tire names Christopher Helsel Chief Technology Officer »

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$NYE

NYSE Market Internals

14:16
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08/17
14:16
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14:16
Technical Analysis
NYSE market internals summary »

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USB

U.S. Bancorp

$52.02

-0.83 (-1.57%)

14:15
08/17/17
08/17
14:15
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14:15
Options
US Bancorp put volume heavy and directionally bearish »

Bearish flow noted in US…

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14:10
08/17/17
08/17
14:10
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14:10
General news
Fed dove Kashkari said Fed would consider the debt ceiling »

Fed dove Kashkari said…

AVGO

Broadcom

$253.42

-0.27 (-0.11%)

, CSCO

Cisco

$32.34

0.25 (0.78%)

14:08
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Hot Stocks
FTC approves final order on Broadcom's acquisition of Brocade »

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AVGO

Broadcom

$253.42

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CSCO

Cisco

$32.34

0.25 (0.78%)

BRCD

Brocade

$12.24

0.03 (0.25%)

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TXMD

TherapeuticsMD

$6.31

0.3718 (6.26%)

14:05
08/17/17
08/17
14:05
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14:05
Options
TherapeuticsMD call volume above normal and directionally bullish »

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General news
Trump condemns terror attack in Barcelona, says 'we love you' »

President Trump just…

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