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VMW

VMware

$97.01

0.74 (0.77%)

, AMZN

Amazon.com

$953.29

-5.18 (-0.54%)

06:54
08/22/17
08/22
06:54
08/22/17
06:54

VMware upgraded to Buy on receding AWS fears at Deutsche Bank

As previously reported, Deutsche Bank analyst Karl Keirstead upgraded VMware (VMW) to Buy from Hold, citing growing evidence that large enterprises are embracing a hybrid model, which reduces his view of the risk to VMware from the threat of adoption of the cloud and Amazon Web Services (AMZN). His recent checks indicate that VMware technology is proving more durable than he would have thought 12-18 months ago as enterprises migrate workloads to the public cloud at a slower than expected pace, Keirstead tells investors. He raised his price target on VMware shares to $120 from $110.

VMW

VMware

$97.01

0.74 (0.77%)

AMZN

Amazon.com

$953.29

-5.18 (-0.54%)

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    Aug

VMW VMware
$97.01

0.74 (0.77%)

08/22/17
DBAB
08/22/17
UPGRADE
DBAB
Buy
VMware upgraded to Buy from Hold at Deutsche Bank
08/14/17
JEFF
08/14/17
NO CHANGE
Target $121
JEFF
Buy
VMware target raised to $121 on 'strong' preannouncement at Jefferies
Jefferies analyst John DiFucci raised his price target for VMware to $121 from $116 saying the company preannounced "strong" Q2 results and raised guidance for the year by more than the beat. The analyst keeps a Buy rating on the shares.
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.
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.
AMZN Amazon.com
$953.29

-5.18 (-0.54%)

08/21/17
STFL
08/21/17
NO CHANGE
STFL
Survey: Amazon Prime membership doesnt impact Costco trends, says Stifel
Stifel analyst Mark S. Astrachan says that a survey by his firm shows that Costco (COST) shoppers who are also Amazon (AMZN) Prime members do not plan to shop at Costco less. The analyst says that Costco appears to be less impacted by competition from Amazon than other retailers have been.
08/21/17
PIPR
08/21/17
NO CHANGE
Target $330
PIPR
Overweight
Piper sees positive read-through to Ulta from Estee Lauder earnings
Piper Jaffray analyst Erinn Murphy believes Ulta Beauty's (ULTA) recent 22% pullback more than reflects concerns about the threat of Amazon (AMZN) and department stores promoting the beauty category. She still views Ulta as a share gainer, which was reinforced on Estee Lauder's (EL) earnings call on Friday, she tells investors. Murphy, who see Ulta having upside to comp-store sales in Q2, keeps an Overweight rating and $330 price target on the stock.
08/21/17
UBSW
08/21/17
DOWNGRADE
Target $37
UBSW
Neutral
Foot Locker downgraded to Neutral from Buy at UBS
UBS analyst Michael Binetti downgraded Foot Locker (FL) to Neutral from Buy following Q2 results. The results, which were worse than the analyst expected, make it tougher to support a thesis that athletic retail will be able to sidestep the structural challenges of the broader sector, said Binetti, who also sees additional challenges and potential market share loss from Amazon.com (AMZN). Binetti lowered his price target to $37 from $70 on Foot Locker shares.
08/17/17
BWSF
08/17/17
NO CHANGE
Target $14
BWSF
Strong Buy
Barnes & Noble Education 'a weapon' as retailers take on Amazon, says BWS
Barnes & Noble Education (BNED) has become "a weapon" in the fight between traditional brick and mortar retailers and Amazon (AMZN), BWS Financial analyst Vahid Khorsand tells investors in an intraday research note. Target's (TGT) partnership with Barnes & Noble Education to deliver college essentials directly to students "has so far gone unappreciated by the market," the analyst contends. He believes Barnes & Noble Education's earnings report on August 30 could serve as a catalyst for the stock on "multiple fronts." Khorsand has a Buy rating on the name with a $14 price target.

TODAY'S FREE FLY STORIES

XLRN

Acceleron

$38.97

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ICPT

Intercept

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YAHOY

Yahoo Japan

$9.02

-0.03 (-0.33%)

04:57
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EPZM

Epizyme

$19.25

1.4 (7.84%)

04:56
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Initiation
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CSGP

CoStar Group

$280.60

3.97 (1.44%)

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Conference/Events
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YEXT

Yext

$12.99

-0.27 (-2.04%)

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FCFS

First Cash Financial

$60.65

0.65 (1.08%)

04:55
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Conference/Events
First Cash Financial management to meet with Jefferies »

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VNRX

VolitionRx

$2.75

0.07 (2.61%)

04:55
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04:55
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Conference/Events
VolitionRx management to meet with Oppenheimer »

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Citigroup to hold a conference »

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SRCL

Stericycle

$70.19

-0.81 (-1.14%)

04:55
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09/20
04:55
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Conference/Events
Stericycle management to meet with Jefferies »

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FIVN

Five9

$22.17

0.31 (1.42%)

04:55
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09/20
04:55
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Conference/Events
Five9 management to meet with Roth Capital »

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GMS

GMS Inc.

$33.50

-0.38 (-1.12%)

04:55
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04:55
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Conference/Events
GMS Inc. management to meet with Seaport Global »

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  • 20

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HRTG

Heritage Insurance

$11.83

-0.72 (-5.74%)

04:55
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04:55
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Conference/Events
Heritage Insurance management to meet with Sandler O'Neill »

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  • 20

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HZNP

Horizon Pharma

$12.10

0.26 (2.20%)

04:55
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04:55
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Conference/Events
Horizon Pharma management to meet with Jefferies »

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  • 20

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OHI

Omega Healthcare

$32.53

-0.12 (-0.37%)

04:55
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Conference/Events
Omega Healthcare management to meet with Jefferies »

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  • 20

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MZDAF

Mazda

04:55
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04:55
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Conference/Events
Mazda management to meet with JPMorgan »

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SFS

Smart & Final Stores

04:55
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  • 20

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SRCI

SRC Energy

$8.18

0.16 (2.00%)

04:55
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Conference/Events
SRC Energy management to meet with JPMorgan »

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AITB

AIT Therapeutics

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Conference/Events
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ARLP

Alliance Resource Partners

$18.90

-0.05 (-0.26%)

04:55
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Conference/Events
Alliance Resource Partners management to meet with MKM Partners »

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EMR

Emerson

$63.21

0.22 (0.35%)

04:55
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Conference/Events
Emerson management to meet with Oppenheimer »

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  • 20

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SCSC

Scansource

$40.70

-0.05 (-0.12%)

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Conference/Events
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BRG

Bluerock Residential

$10.48

0.06 (0.58%)

04:55
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