Breaking News Instant updates and real-time market news.

MSFT

Microsoft

$73.85

0.59 (0.81%)

, AAPL

Apple

$154.23

1.09 (0.71%)

07:39
09/28/17
09/28
07:39
09/28/17
07:39

Microsoft's Bing to focus on PC search market, Reuters reports

Microsoft (MSFT) CEO Satya Nadella said the company's Bing search engine will concentrate on expanding in the PC search market after losing its deal with Apple's (AAPL) Siri digital assistant, Reuters reports, citing comments made at a newsmaker event in New York. Earlier this week, Apple said it would replace Bing as its default search engine for Siri on iOS and Spotlight on Mac with Google (GOOG). Reference Link

MSFT

Microsoft

$73.85

0.59 (0.81%)

AAPL

Apple

$154.23

1.09 (0.71%)

GOOG

Alphabet

$944.49

19.63 (2.12%)

GOOGL

Alphabet Class A

$959.90

22.47 (2.40%)

  • 02

    Oct

  • 03

    Oct

  • 08

    Oct

  • 22

    Oct

  • 29

    Nov

MSFT Microsoft
$73.85

0.59 (0.81%)

09/11/17
WELS
09/11/17
NO CHANGE
WELS
Audience extension could drive LinkedIn budget share higher, says Wells Fargo
Wells Fargo analyst Peter Stabler notes that Microsoft LinkedIn is now distributing Sponsored Content ads via third-party sites and apps and ad exchanges. His checks with marketing developers suggest LinkedIn maintains low-single-digit share of social marketing budgets. Beta testing suggests "significant lift" in impression and click volumes, and Stabler believes audience extension could drive LinkedIn's budget share higher.
09/27/17
BERN
09/27/17
NO CHANGE
Target $87
BERN
Outperform
Microsoft to expand penetration in enterprise computing, says Bernstein
Bernstein analyst Mark Moerdler notes that Microsoft held both its Ignite and Envision conferences in Orlando this week and shared its updated vision for the company and the industry. The analyst believes Microsoft clearly presented its vision for expanding its presence and increasing its penetration across every aspect of enterprise computing, and has moved to a "big-tent" approach where they partner even with their traditional competitors to meet customer requirements and drive adoption of core Microsoft technologies and especially Azure. He reiterates an Outperform rating and $87 price target on the shares.
09/26/17
FBCO
09/26/17
NO CHANGE
Target $84
FBCO
Outperform
Valuing Microsoft should shift to cash flow multiple, says Credit Suisse
Credit Suisse analyst Michael Nemeroff believes investors should begin to shift their framework for valuing Microsoft shares to a cash flow multiple as an increasing percentage of its business shifts to recurring sources of revenue. The analyst notes that Microsoft shares currently trade at a discounted cash flow multiple to its legacy/on-premise software peers, but he believes a premium multiple to this peer group is warranted given its prospects for accelerating top line growth and better cash flow visibility over the next few years. Nemeroff reiterates an Outperform rating and $84 price target on the shares.
09/20/17
STFL
09/20/17
NO CHANGE
Target $80
STFL
Buy
Microsoft weakness on dividend disappointment a buying opportunity, says Stifel
Stifel analyst Brad Reback noted that he expected Microsoft to raise its dividend by 10%-15%, in-line with its average annual rate of increase over the past 10 years, not the 7.6% by which the company increased it. The dividend news paired with the fact that G. Mason Morfit of ValueAct is leaving the board may put the stock under modest pressure, but if so he would view the pullback as a buying opportunity, he tells investors. Reback keeps a Buy rating and $80 price target on Microsoft shares.
AAPL Apple
$154.23

1.09 (0.71%)

09/26/17
RAJA
09/26/17
NO CHANGE
Target $180
RAJA
Outperform
Apple iPhone X mix will be high but 'No Supercyle,' says Raymond James
Raymond James analyst Tavis McCourt said September survey results indicate no evidence of an accelerated upgrade cycle for the iPhone 8 or X, but suggests better demand for the X over the 8 due to the price difference and lack of "killer app." McCourt lowered his Apple iPhone FY18 unit outlook to 240M from 260M, but increased his gross margin and ASP assumptions based on new iPhone price points and mix, resulting in an increase in Apple's price target to $180 from $170. The analyst remains materially below consensus on December forecasts, and expects year-over-year growth to peak in first half 2018, which historically corresponded with stock peaks. McCourt views the recent pullback as a trading opportunity and maintains his Outperform rating.
09/28/17
DBAB
09/28/17
NO CHANGE
Target $140
DBAB
Hold
Apple shares fairly valued around $140, says Deutsche Bank
Deutsche Bank analyst Sherri Scribner believes optimistic expectations will make it hard for Apple share upside to continue. She remains "wary" that investor expectations for the iPhone 8 and X cycle are "more optimistic than realistic." Upside has already been priced in with the shares up 37% year-to-date and consensus estimates having consistently moved higher through 2017, Scribner tells investors in a research note titled "Expectations are pricing in more than Apple can chew." She sees "modest downside risk" to shares in the near-term and finds Apple fairly valued in the $140 range. Estimates for fiscal year 2019 need to come down to "realistically reflect a year after a strong cycle," Scribner writes. She keeps a Hold rating on Apple with a $140 price target. The shares closed yesterday up $1.09 to $154.23.
09/28/17
SBSH
09/28/17
NO CHANGE
Target $28
SBSH
Sell
Jabil Circuit traded down on costs, ramping challenges, says Citi
Citi analyst Jim Suva says Jabil Circuit (JBL) traded down 1% despite last night's better than expected August quarter as the company explained some additional costs and ramping challenges. In a research note titled "Results Beat As Apple Creates Upside & Challenges at the Same Time," Suva keeps a Sell rating on Jabil with a $28 price target. The company is executing very well and its top customer Apple (AAPL) is entering a super cycle for a massive iPhone 8 product launch, the analyst writes. He notes, however, that his experience is new product cycles often lead to manufacturing challenges.
09/28/17
STFL
09/28/17
NO CHANGE
Target $30
STFL
Hold
Jabil Circuit near-term 'hazy' due to Apple production ramp timing, says Stifel
Stifel analyst Matthew Sheerin attributes Jabil Circuit's "particularly wide" guidance for the new quarter to uncertainty around timing for production runs of Apple's (AAPL) iPhone X. The company's DMS segment margins missed expectations due to manufacturing hiccups related to production ramps for Apple casings and frames for the iPhones, he believes, adding that Jabil said those issues lingered into September but have since been resolved. Sheerin keeps a Hold rating and $30 price target on Jabil shares.
GOOG Alphabet
$944.49

19.63 (2.12%)

09/21/17
WBLR
09/21/17
NO CHANGE
WBLR
Nest product does not change Alarm.com's growth potential, says William Blair
William Blair analyst Bhavan Suri believes Alphabet's (GOOG, GOOGL) Nest's new do-it-yourself security system does not change Alarm.com's (ALRM) long-term growth potential. Nest Secure is not that differentiated from existing do-it-yourself products, therefore its impact on the monitored security market should not be that material, Suri tells investors in a research note. He also do not see Moni, one of Alarm.com's largest customers, providing the professional monitoring service for Nest as a big headwind to Alarm.com. He believes Moni would rather push its own service, which is run on Alarm.com, versus Nest due to better monetization and a direct relationship with the customer. Suri keeps an Outperform rating on Alarm.com.
09/20/17
SBSH
09/20/17
NO CHANGE
Target $1180
SBSH
Buy
Alphabet checks suggest at least in line Q3, says Citi
Citi analyst Mark May says early checks with two leading search engine marketing firms, Merkle and Kenshoo, suggest that growth in Google search spend remains strong and that the company is on track to at least meet expectations in Q3. The analyst keeps a Buy rating on Alphabet (GOOGL) shares with a $1,180 price target.
09/27/17
KEYB
09/27/17
NO CHANGE
Target $35
KEYB
Overweight
Google's Bitium acquisition has little implication for Okta, says KeyBanc
KeyBanc analyst Rob Owens notes Google (GOOG; GOOGL) announced the acquisition of Bitium, which offers IAM solutions that include single sign-on and provisioning for cloud applications. The analyst sees the implications as muted for Okta's (OKTA) competitive dynamic, with the latter offering a broader integration ecosystem, richer technology integrations, and a portfolio of identity centric solutions that extends beyond provisioning and SSO. He reiterates an Overweight rating and $35 price target on Okta's shares.
09/21/17
STFL
09/21/17
NO CHANGE
Target $52
STFL
Buy
Smart doorbell business competition positive for Ambarella, says Stifel
Stifel analyst Kevin Cassidy notes that Nest, a subsidiary of Google (GOOG; GOOGL), announced that it is moving into the smart doorbell business with Hello, and argues that multiple sources create healthy competition and expands the end market. The analyst believes Ambarella's (AMBA) products are a key part of this device, based on its presence in the rival Ring product. He reiterates a Buy rating and $52 price target on Ambarella's shares.
GOOGL Alphabet Class A
$959.90

22.47 (2.40%)

09/26/17
WELS
09/26/17
INITIATION
Target $1250
WELS
Outperform
Alphabet assumed with an Outperform at Wells Fargo
Wells Fargo analyst Ken Sena assumed coverage on Alphabet with an Outperform and $1,250 price target.

TODAY'S FREE FLY STORIES

TWX

Time Warner

$94.70

0.33 (0.35%)

, CMCSA

Comcast

$39.50

0.7 (1.80%)

18:33
02/25/18
02/25
18:33
02/25/18
18:33
Hot Stocks
Box Office Battle: 'Black Panther' stays at number 1 with record $108M »

Disney (DIS) and Marvel…

TWX

Time Warner

$94.70

0.33 (0.35%)

CMCSA

Comcast

$39.50

0.7 (1.80%)

CMCSK

Comcast

SNE

Sony

$50.23

0.38 (0.76%)

FOX

21st Century Fox

$37.62

0.89 (2.42%)

FOXA

21st Century Fox

$38.01

0.85 (2.29%)

LGF.A

Lionsgate

$28.44

0.47 (1.68%)

DIS

Disney

$107.25

2.01 (1.91%)

VIAB

Viacom

$33.74

0.81 (2.46%)

VIA

Viacom

$39.00

0.85 (2.23%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 01

    Mar

  • 05

    Mar

  • 20

    Mar

  • 23

    Apr

S

Sprint

$5.30

0.07 (1.34%)

, SNCR

Synchronoss

$9.44

0.57 (6.43%)

18:22
02/25/18
02/25
18:22
02/25/18
18:22
Hot Stocks
Sprint selects Synchronoss to lead digital transformation »

Synchronoss Technologies…

S

Sprint

$5.30

0.07 (1.34%)

SNCR

Synchronoss

$9.44

0.57 (6.43%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 05

    Mar

DDAIF

Daimler AG

$88.06

1.81 (2.10%)

18:04
02/25/18
02/25
18:04
02/25/18
18:04
Periodicals
Daimler, BAIC to invest $2B in Chinese factory, Reuters reports »

Daimler and BAIC are…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

BA

Boeing

$356.66

0.74 (0.21%)

, ERJ

Embraer

$27.83

0.43 (1.57%)

18:00
02/25/18
02/25
18:00
02/25/18
18:00
Periodicals
Boeing to have 51% stake in venture with Embraer, Reuters reports »

Boeing (BA) will have a…

BA

Boeing

$356.66

0.74 (0.21%)

ERJ

Embraer

$27.83

0.43 (1.57%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 30

    May

SSNLF

Samsung

17:57
02/25/18
02/25
17:57
02/25/18
17:57
Periodicals
New Samsung Galaxy S9 focusing on social media, Reuters reports »

Samsung has unveiled its…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

GE

General Electric

$14.49

-0.01 (-0.07%)

17:54
02/25/18
02/25
17:54
02/25/18
17:54
Periodicals
General Electric to restate earnings for 2016/2017, Reuters reports »

General Electric said in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

XOM

Exxon Mobil

$77.53

1.67 (2.20%)

17:49
02/25/18
02/25
17:49
02/25/18
17:49
Periodicals
Exxon Mobil shuts PNG gas conditioning plant amid earthquake, Reuters reports »

Exxon Mobil shut the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

QCOM

Qualcomm

$63.32

1.14 (1.83%)

17:49
02/25/18
02/25
17:49
02/25/18
17:49
Hot Stocks
Qualcomm Network simulation shows significant 5G user experience gains »

Qualcomm Technologies, a…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 06

    Mar

AYX

Alteryx

$33.38

-0.37 (-1.10%)

17:45
02/25/18
02/25
17:45
02/25/18
17:45
Hot Stocks
Alteryx acquires partner in Australia »

Alteryx has completed the…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

MSFT

Microsoft

$94.06

2.33 (2.54%)

17:43
02/25/18
02/25
17:43
02/25/18
17:43
Hot Stocks
Packerland, Microsoft to deliver broadband internet to rural communities »

Microsoft President Brad…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 26

    Feb

  • 28

    Feb

  • 07

    Mar

  • 13

    Mar

  • 14

    Mar

DLB

Dolby

$62.26

0.4 (0.65%)

, SSNLF

Samsung

17:42
02/25/18
02/25
17:42
02/25/18
17:42
Hot Stocks
Dolby brings Dolby Atmos Immersive Sound on Samsung mobile devices »

Dolby Laboratories (DLB)…

DLB

Dolby

$62.26

0.4 (0.65%)

SSNLF

Samsung

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

QCOM

Qualcomm

$63.32

1.14 (1.83%)

, SSNLF

Samsung

17:38
02/25/18
02/25
17:38
02/25/18
17:38
Hot Stocks
Qualcomm Snapdragon powers advanced connectivity on Samsung Galaxy S9, S9+ »

Qualcomm Technologies, a…

QCOM

Qualcomm

$63.32

1.14 (1.83%)

SSNLF

Samsung

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 06

    Mar

USM

U.S. Cellular

$36.41

3.65 (11.14%)

, SSNLF

Samsung

17:34
02/25/18
02/25
17:34
02/25/18
17:34
Hot Stocks
U.S. Cellular offers up to $350 off Samsung Galaxy S9, S9+ »

New and current device…

USM

U.S. Cellular

$36.41

3.65 (11.14%)

SSNLF

Samsung

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 05

    Mar

ICL

ICL

$4.43

0.08 (1.84%)

17:31
02/25/18
02/25
17:31
02/25/18
17:31
Hot Stocks
ICL board approves appointment of Raviv Zoller as new CEO »

ICL's Board approved…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

LJPC

La Jolla

$32.15

-0.46 (-1.41%)

17:28
02/25/18
02/25
17:28
02/25/18
17:28
Hot Stocks
Giapreza significantly improved survival of patients with High APACHE II scores »

La Jolla Pharmaceutical…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 28

    Feb

NOK

Nokia

$5.80

0.09 (1.58%)

, COMM

CommScope

$38.73

0.48 (1.25%)

17:24
02/25/18
02/25
17:24
02/25/18
17:24
Hot Stocks
CommScope collaborates with Nokia on MIMO integrated antenna »

CommScope (COMM) has…

NOK

Nokia

$5.80

0.09 (1.58%)

COMM

CommScope

$38.73

0.48 (1.25%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

NOK

Nokia

$5.80

0.09 (1.58%)

17:22
02/25/18
02/25
17:22
02/25/18
17:22
Hot Stocks
Nokia to acquire software company Unium »

Nokia announced plans to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

CHL

China Mobile

$47.89

0.16 (0.34%)

, NOK

Nokia

$5.80

0.09 (1.58%)

17:19
02/25/18
02/25
17:19
02/25/18
17:19
Hot Stocks
Nokia, China Mobile to explore use of 5G to drive new business opportunities »

Nokia (NOK) and China…

CHL

China Mobile

$47.89

0.16 (0.34%)

NOK

Nokia

$5.80

0.09 (1.58%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

VOD

Vodafone

$28.96

0.6 (2.12%)

, NOK

Nokia

$5.80

0.09 (1.58%)

17:17
02/25/18
02/25
17:17
02/25/18
17:17
Hot Stocks
Nokia deploying 5G for Vodafone Italy's 5G trial in Milan »

Nokia (NOK) and Vodafone…

VOD

Vodafone

$28.96

0.6 (2.12%)

NOK

Nokia

$5.80

0.09 (1.58%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 05

    Mar

NOK

Nokia

$5.80

0.09 (1.58%)

, FB

Facebook

$183.29

4.3 (2.40%)

17:15
02/25/18
02/25
17:15
02/25/18
17:15
Hot Stocks
Nokia, Facebook working to expand ecosystem for Fixed Wireless Access over 60GHz »

Nokia (NOK) and Facebook…

NOK

Nokia

$5.80

0.09 (1.58%)

FB

Facebook

$183.29

4.3 (2.40%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 28

    Feb

  • 07

    Mar

  • 18

    Mar

RHT

Red Hat

$146.62

1.96 (1.35%)

, INTC

Intel

$47.73

1.93 (4.21%)

17:12
02/25/18
02/25
17:12
02/25/18
17:12
Hot Stocks
Cisco to form multi-vendor ecosystem to accelerate Open vRan solutions adoption »

Cisco (CSCO) announces…

RHT

Red Hat

$146.62

1.96 (1.35%)

INTC

Intel

$47.73

1.93 (4.21%)

CSCO

Cisco

$44.00

1.06 (2.47%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 26

    Feb

  • 06

    Mar

  • 26

    Mar

  • 27

    Mar

  • 28

    Mar

  • 28

    Mar

  • 29

    Mar

  • 29

    Mar

  • 19

    Apr

  • 23

    Apr

DK

Delek US

$34.26

0.29 (0.85%)

17:04
02/25/18
02/25
17:04
02/25/18
17:04
Conference/Events
Delek US management to meet with Morgan Stanley »

Group breakfast meeting…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 27

    Feb

CSCO

Cisco

$44.00

1.06 (2.47%)

17:04
02/25/18
02/25
17:04
02/25/18
17:04
Hot Stocks
Cisco, Airtel team to improve mobile user experience »

Bharti Airtel,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 06

    Mar

  • 27

    Mar

  • 28

    Mar

  • 29

    Mar

  • 19

    Apr

  • 23

    Apr

CSCO

Cisco

$44.00

1.06 (2.47%)

17:02
02/25/18
02/25
17:02
02/25/18
17:02
Hot Stocks
Cisco, TIM join forces to increase IT security of Italian companies »

Starting from March, TIM,…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 06

    Mar

  • 27

    Mar

  • 28

    Mar

  • 29

    Mar

  • 19

    Apr

  • 23

    Apr

CSCO

Cisco

$44.00

1.06 (2.47%)

17:00
02/25/18
02/25
17:00
02/25/18
17:00
Hot Stocks
Cisco launches new '5G Now' portfolio »

Cisco announced its…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

See Street Research during your Free Trial

  • 26

    Feb

  • 06

    Mar

  • 27

    Mar

  • 28

    Mar

  • 29

    Mar

  • 19

    Apr

  • 23

    Apr

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.