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NTNX

Nutanix

$23.13

-0.36 (-1.53%)

, HPQ

HP Inc.

$19.98

0.11 (0.55%)

13:10
09/28/17
09/28
13:10
09/28/17
13:10

Nutanix turned down takeover offers from HP, Cisco, Information reports

Nutanix (NTNX) CEO Dheeraj Pandey discussed in an interview with The Information's Kevin McLaughlin turning down takeover offers from both Hewlett-Packard (HPQ) and Cisco Systems (CSCO) prior to going public a year ago. Reference Link

NTNX

Nutanix

$23.13

-0.36 (-1.53%)

HPQ

HP Inc.

$19.98

0.11 (0.55%)

CSCO

Cisco

$33.48

-0.28 (-0.83%)

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NTNX Nutanix
$23.13

-0.36 (-1.53%)

09/25/17
BARD
09/25/17
NO CHANGE
Target $31
BARD
Outperform
Nutanix price target raised to $31 from $28 at Baird
Baird analyst Jayson Noland raised his price target on Nutanix to $31 from $28 to reflect his incrementally positive view on management's recent shift in tone to accelerate software-only sales. He believes the company is one of the best positioned vendors to take advantage of the hyper-converged and hybrid cloud opportunity. Noland reiterated his Outperform rating on Nutanix shares.
09/05/17
KEYB
09/05/17
NO CHANGE
Target $32
KEYB
Overweight
Nutanix head of sales for Americas no longer with company, says KeyBanc
KeyBanc analyst Alex Kurtz said industry contacts indicate Craig Bumpus, Nutanix's Senior Vice President Americas Sales and Global Accounts is no longer with the company. Kurtz believes Nutanix decided to move in a new direction, but notes Mr. Bumpus was largely responsible for North America, which had strong Q4 sales and was performing well into the second half of 2017. The analyst expects Nutanix to pursue a new person for the roll and notes the company has strong sales leadership under Sudheesh Nair. Kurtz rates Nutanix an Overweight with a $32 price target.
09/01/17
PIPR
09/01/17
NO CHANGE
Target $28
PIPR
Overweight
Nutanix target raised to $28 on competitive advantage at Piper Jaffray
Piper Jaffray analyst Andrew Nowinski says a record number of large deals and the increasing penetration of the G2000 allowed Nutanix to exceeded guidance and consensus for the second consecutive quarter. The analyst believes the company has a strong competitive advantage and upped his price target for the shares to $28 from $27. He reiterates an Overweight rating on the name.
08/17/17
08/17/17
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. Medifast (MED) initiated with a Buy at DA Davidson. 2. IEC Electronics (IEC) initiated with a Buy at Maxim. 3. PRA Health (PRAH) initiated with an Outperform at Raymond James. 4. Nutanix (NTNX) initiated with a Buy at Jefferies. 5. El Paso Electric (EE) initiated with a Neutral at Mizuho. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
HPQ HP Inc.
$19.98

0.11 (0.55%)

08/24/17
UBSW
08/24/17
NO CHANGE
Target $22
UBSW
Buy
HP Inc. may be a secular winner despite contrary view, says UBS
UBS analyst Steven Milunovich said HP Inc. reported another quarter which underscored its recovery, with revenue beating estimates and the low end of guidance moving up. Free cash flow is seeing upside as the company is placing more printer units across channels. He said the company's reinvention is on track with its PC and printer supplies rebounding. The analyst said HP is still viewed as more likely a secular loser, while he thinks it could be a winner. Milunovich reiterated his Buy rating and $22 price target on HP Inc. shares.
08/24/17
DBAB
08/24/17
NO CHANGE
DBAB
Buy
HP Inc. has momentum, further runway for growth, says Deutsche Bank
Deutsche Bank analyst Sherri Scribner said she remains encouraged by HP Inc.'s momentum across its business and she sees further runway for growth following its report of "solid" Q3 results. HP remains a "substantial share gainer" in PCs and is now delivering stable sales in supplies, a key driver of operating profit, added Scribner, who maintains a Buy rating on the stock.
09/01/17
SBSH
09/01/17
NO CHANGE
Target $100
SBSH
Neutral
Tech Data price target lowered to $100 from $115 at Citi
Citi analyst Jim Suva explains why shares of Tech Data (TECD) dropped 20% on last night's disappointing earnings report. The cloud is gaining traction, allowing some vendors to shift products internally as well as less distributor rebates, which is resulting in increased competition and lower financial incentives, Suva tells investors in a post-earnings research note. He views Tech Data's earnings report as a negative for Sell-rated Arrow Electronics (ARW) and Avnet (AVT) as well as Neutral-rated Synnex (SNX), but a positive for HP Inc. (HPQ) and Apple (AAPL) as top line sales of PCs and smartphones are doing well. Suva cut his price target for Tech Data shares to $100 from $115 and keeps a Neutral rating on the name.
08/24/17
SBSH
08/24/17
NO CHANGE
Target $20
SBSH
Buy
HP Inc. shares still worth buying, says Citi
Citi analyst Jim Suva noted that HP Inc. just reported its second consecutive quarter in which it posted year-over-year sales growth in both PCs and printing, adding that the quarterly results are supportive of his Buy rating. He keeps a $20 price target on HP shares.
CSCO Cisco
$33.48

-0.28 (-0.83%)

09/05/17
COWN
09/05/17
NO CHANGE
Target $38
COWN
Outperform
Cisco profitability being driven by Services business, says Cowen
Cowen analyst Paul Silverstein met with Cisco management and said his key takeaway was the company's Services business is driving both the revenue and operating profitability, which should improve the company's overall outlook. Management cited its Software and Premium Support Solutions, Professional Services, and continued operation improvement as the three key growth drivers, said Silverstein, who reiterated his Outperform rating and $38 price target on Cisco shares.
09/06/17
DBAB
09/06/17
NO CHANGE
Target $40
DBAB
Buy
Deutsche sees 30% upside potential in Cisco shares
Deutsche Bank analyst Vijay Bhagavath believes investors are undervaluing the "value creation" from Cisco Systems' Growth Software portfolio. He is calling for 30% outperformance potential in the stock heading into FY18 and keeps a Buy rating on the shares with a $40 price target.
09/25/17
OPCO
09/25/17
NO CHANGE
OPCO
Outperform
Court decision another win for Arista Networks, says Oppenheimer
Oppenheimer analyst Ittai Kidron notes that the U.S. Court of Appeals for the Federal Circuit issued a decision staying the ITC's importation ban in the 945 investigation, thereby enabling Arista (ANET) to resume importing its redesigned products. The court's decision was in response to a motion filed by Arista requesting a stay given the U.S. Patent Office's Patent Trial and Appeal Board invalidation of all relevant claims of two Cisco (CSCO) patents, he adds. Kidron's views the court decision as a "clear positive" for Arista, as it can now import products to sell and to rebuild any inventory depleted since the import ban was implemented in early July. He reiterates an Outperform rating on Arista's shares.
08/17/17
BARD
08/17/17
NO CHANGE
Target $38
BARD
Outperform
Cisco value seen at current levels, says Baird
Baird analyst Jayson Noland noted Cisco reported in line Q4 results and guidance was OK considering the shift to a subscription revenue model. The shift is a near-term revenue challenge but a strong long-term positive for the company. He said he continues to see value in Cisco shares at current levels. Noland reiterated his Outperform rating and $38 price target on Cisco shares.

TODAY'S FREE FLY STORIES

ATHN

athenahealth

$115.33

-0.09 (-0.08%)

05:35
10/17/17
10/17
05:35
10/17/17
05:35
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athenahealth analyst commentary  »

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03/08/13
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    Oct

HCM

Hutchison China MediTech

$30.39

-0.06 (-0.20%)

, AZN

AstraZeneca

$34.65

0.04 (0.12%)

05:33
10/17/17
10/17
05:33
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05:33
Hot Stocks
Chi-Med, AstraZeneca say savolitinib shows 'encouraging' clinical activity »

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HCM

Hutchison China MediTech

$30.39

-0.06 (-0.20%)

AZN

AstraZeneca

$34.65

0.04 (0.12%)

03/08/13
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03/06/13
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03/06/13
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NFLX

Netflix

$202.68

3.19 (1.60%)

05:32
10/17/17
10/17
05:32
10/17/17
05:32
Recommendations
Netflix analyst commentary  »

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  • 22

    Oct

OAS

Oasis Petroleum

$8.67

0.19 (2.24%)

05:28
10/17/17
10/17
05:28
10/17/17
05:28
Initiation
Oasis Petroleum initiated  »

Oasis Petroleum assumed…

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03/06/13
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MCD

McDonald's

$165.01

-0.36 (-0.22%)

05:26
10/17/17
10/17
05:26
10/17/17
05:26
Recommendations
McDonald's analyst commentary  »

Nomura ups…

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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VZ

Verizon

$48.09

0.23 (0.48%)

, QCOM

Qualcomm

$52.38

-0.44 (-0.83%)

05:26
10/17/17
10/17
05:26
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05:26
Hot Stocks
Verizon, Qualcomm, Novatel Wireless to collaborate on 5G NR mmWave technology »

Verizon (VZ), Qualcomm…

VZ

Verizon

$48.09

0.23 (0.48%)

QCOM

Qualcomm

$52.38

-0.44 (-0.83%)

INSG

Inseego

$1.36

-0.03 (-2.16%)

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

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  • 19

    Oct

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    Nov

TYL

Tyler Technologies

$179.58

0.07 (0.04%)

05:21
10/17/17
10/17
05:21
10/17/17
05:21
Downgrade
Tyler Technologies rating change  »

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  • 26

    Oct

ICUI

ICU Medical

$188.40

0.9 (0.48%)

05:20
10/17/17
10/17
05:20
10/17/17
05:20
Initiation
ICU Medical initiated  »

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  • 09

    Nov

NFLX

Netflix

$202.68

3.19 (1.60%)

05:17
10/17/17
10/17
05:17
10/17/17
05:17
Recommendations
Netflix analyst commentary  »

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  • 22

    Oct

EQT

EQT Corporation

$62.56

-0.45 (-0.71%)

, RICE

Rice Energy

$27.32

-0.2 (-0.73%)

05:17
10/17/17
10/17
05:17
10/17/17
05:17
Hot Stocks
EQT Corporation reiterates benefits of pending acquisition of Rice Energy »

EQT Corporation (EQT),…

EQT

EQT Corporation

$62.56

-0.45 (-0.71%)

RICE

Rice Energy

$27.32

-0.2 (-0.73%)

EQGP

EQT GP

$29.71

-0.53 (-1.75%)

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

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NFLX

Netflix

$202.68

3.19 (1.60%)

05:12
10/17/17
10/17
05:12
10/17/17
05:12
Recommendations
Netflix analyst commentary  »

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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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  • 22

    Oct

CMC

Commercial Metals

$20.50

-0.28 (-1.35%)

, GGB

Gerdau

$3.57

-0.01 (-0.28%)

05:11
10/17/17
10/17
05:11
10/17/17
05:11
Upgrade
Commercial Metals, Gerdau rating change  »

Commercial Metals…

CMC

Commercial Metals

$20.50

-0.28 (-1.35%)

GGB

Gerdau

$3.57

-0.01 (-0.28%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 26

    Oct

SECO

Seeco Holding

$8.30

0.14 (1.72%)

05:07
10/17/17
10/17
05:07
10/17/17
05:07
Initiation
Seeco Holding initiated  »

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AGN

Allergan

$198.41

-7.11 (-3.46%)

05:06
10/17/17
10/17
05:06
10/17/17
05:06
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Allergan analyst commentary  »

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EV

Eaton Vance

$51.10

0.03 (0.06%)

05:02
10/17/17
10/17
05:02
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05:02
Initiation
Eaton Vance initiated  »

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FII

Federated Investors

$31.48

0.2 (0.64%)

05:02
10/17/17
10/17
05:02
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05:02
Initiation
Federated Investors initiated  »

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  • 27

    Oct

JHG

Janus Henderson Group

$35.22

-0.08 (-0.23%)

05:01
10/17/17
10/17
05:01
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05:01
Initiation
Janus Henderson Group initiated  »

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LM

Legg Mason

$37.63

-1.11 (-2.87%)

05:01
10/17/17
10/17
05:01
10/17/17
05:01
Initiation
Legg Mason initiated  »

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03/08/13
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  • 07

    Nov

WETF

WisdomTree

$11.00

0.01 (0.09%)

05:00
10/17/17
10/17
05:00
10/17/17
05:00
Initiation
WisdomTree initiated  »

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FCX

Freeport McMoRan

$15.27

0.52 (3.53%)

04:59
10/17/17
10/17
04:59
10/17/17
04:59
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Freeport McMoRan rating change  »

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  • 25

    Oct

ERJ

Embraer

$21.42

-0.63 (-2.86%)

, EADSY

Airbus

$22.75

-0.07 (-0.31%)

04:56
10/17/17
10/17
04:56
10/17/17
04:56
Downgrade
Embraer, Airbus rating change  »

Embraer downgraded to…

ERJ

Embraer

$21.42

-0.63 (-2.86%)

EADSY

Airbus

$22.75

-0.07 (-0.31%)

03/08/13
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03/08/13
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03/06/13
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ADP

ADP

$114.58

0.72 (0.63%)

, CSOD

Cornerstone OnDemand

$39.02

0.02 (0.05%)

04:55
10/17/17
10/17
04:55
10/17/17
04:55
Conference/Events
Stephens human capital management team holds analyst/industry conference call »

Enterprise Software…

ADP

ADP

$114.58

0.72 (0.63%)

CSOD

Cornerstone OnDemand

$39.02

0.02 (0.05%)

MSFT

Microsoft

$77.65

0.16 (0.21%)

ORCL

Oracle

$48.86

0.25 (0.51%)

PAYC

Paycom

$78.99

-0.9 (-1.13%)

PCTY

Paylocity

$50.08

0.17 (0.34%)

SAP

SAP

$111.84

-0.88 (-0.78%)

ULTI

Ultimate Software

$194.45

-3.47 (-1.75%)

WDAY

Workday

$107.23

-2.13 (-1.95%)

03/08/13
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03/06/13
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03/06/13
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    Nov

WES

Western Gas Partners

$50.92

-0.38 (-0.74%)

04:55
10/17/17
10/17
04:55
10/17/17
04:55
Conference/Events
Western Gas Partners to host special shareholder meeting »

Special Shareholder…

03/08/13
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  • 17

    Oct

04:55
10/17/17
10/17
04:55
10/17/17
04:55
Conference/Events
Stephens food & agribusiness analyst holds an analyst/industry conference call »

Food & Agribusiness…

SFNC

Simmons First National

$58.90

0.45 (0.77%)

, OKSB

Southwest Bancorp

$28.05

0.15 (0.54%)

04:55
10/17/17
10/17
04:55
10/17/17
04:55
Conference/Events
Southwest Bancorp to host special shareholder meeting »

Special Shareholder…

SFNC

Simmons First National

$58.90

0.45 (0.77%)

OKSB

Southwest Bancorp

$28.05

0.15 (0.54%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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