Breaking News Instant updates and real-time market news.

GOOG

Alphabet

$969.96

18.28 (1.92%)

, GOOGL

Alphabet Class A

$985.19

18.41 (1.90%)

06:33
10/06/17
10/06
06:33
10/06/17
06:33

Self-driving startup Nauto hires execs from Microsoft, Waymo, Recode reports

Self-driving technology startup Nauto, which recently raised $159M in a funding round, has hired Jennifer Haroon, former head of business at Alphabet's (GOOG, GOOGL) Waymo, to serve as VP of corporate development and business operations, and Sanket Akerkar, former VP of global enterprise sales at Microsoft (MSFT), to serve as SVP of global fleets and insurance, Recode reports. Haroon will be responsible for forming new partnerships, assisting with acquisitions and managing the business team while Akerkar will lead the expansion of the expansion of the fleet and insurance businesses across North America, Japan and Europe. Reference Link

GOOG

Alphabet

$969.96

18.28 (1.92%)

GOOGL

Alphabet Class A

$985.19

18.41 (1.90%)

MSFT

Microsoft

$75.97

1.28 (1.71%)

  • 08

    Oct

  • 17

    Oct

  • 22

    Oct

  • 26

    Oct

  • 29

    Nov

GOOG Alphabet
$969.96

18.28 (1.92%)

10/05/17
KEYB
10/05/17
NO CHANGE
KEYB
Overweight
Google AI focus in hardware has potential, modest impact, says KeyBanc
KeyBanc analyst Andy Hargreaves says Google showed off new Pixel smartphones, additions to its smart speaker line, a new laptop, and other accessories at its hardware launch event yesterday. The analyst notes that the hardware matches up well against competitors, and features a heavy focus on artificial intelligence and machine learning-based features. However, distribution of the Pixel 2 remains limited and incremental advancements in the other hardware lines do not appear material enough to drive a noticeable inflection in Google's Other Revenue, where hardware sales are recognized, he contends. Hargreaves sees potential in Google's hardware business, but much greater distribution is likely necessary to drive a meaningful inflection in the model. He reiterates an Overweight rating on the shares.
10/03/17
KEYB
10/03/17
NO CHANGE
KEYB
Overweight
YouTube TV 'significant strategic benefits' offset lack of profit, says KeyBanc
KeyBanc analyst Andy Hargreaves says that Google's brand, engineering prowess, and budget position YouTube TV to capture share of U.S. pay-TV subscribers. While YouTube TV is unlikely to be profitable on a stand-alone basis, the analyst believes it creates a substantial opportunity for Google to capture TV ad dollars, accelerate consumption of traditional YouTube content on televisions, and benefit Google's broader advertising efforts. The analyst reiterates an Overweight rating on the shares.
10/02/17
MSCO
10/02/17
NO CHANGE
Target $40
MSCO
Equal Weight
Morgan Stanley raises price targets on Facebook, Priceline, Yelp
Morgan Stanley analyst Brian Nowak issued a note recapping his views on which U.S. Internet names are set to outperform the rest of this year and into next year, saying he is positive on Facebook (FB), Google (GOOGL) and Priceline (PCLN) among large caps. He raised his price target on Facebook to $195 from $190 and increased his price target on Priceline to $2,100 from $2,050. Nowak also raised his price target on Yelp (YELP) to $40 from $26, saying he believes near-term estimates on the Street are too low. However, he keeps an Equal Weight rating on Yelp shares, citing the recent slowdown in local account growth and worries about churn.
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.
GOOGL Alphabet Class A
$985.19

18.41 (1.90%)

09/28/17
RHCO
09/28/17
NO CHANGE
RHCO
Alphabet unlikely to see major near-term impact from EU decrees, says SunTrust
SunTrust analyst Youssef Squali says the impact of the changes imposed by the EU on Alphabet's Google Search will be "relatively muted." The analyst remains upbeat on the outlook for Google Shopping despite changes to it mandated by the EU. He keeps an $1,100 price target and a Buy rating on the stock.
MSFT Microsoft
$75.97

1.28 (1.71%)

10/05/17
10/05/17
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. Microsoft (MSFT) upgraded to Buy from Hold at Canaccord with analyst Richard Davis saying investors are underestimating the "virtuous cycles" of Microsoft's four "compelling" growth drivers, namely Office Productivity, Gaming, Marketing, and Azure's Platform as a Service. 2. Biogen (BIIB) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Matthew Harrison saying the base business is underappreciated and Ocrevus share loss is slower than expected. 3. Sherwin-Williams (SHW) upgraded to Buy from Underperform at BofA/Merrill with analyst Steve Byrne saying the company announced a 3%-5% price increase on Tuesday and detailed plans to expand PF EBITDA margin to 19%-21% in 2020 from 17% in 2016. 4. BB&T (BBT) upgraded to Overweight from Equal Weight at Stephens with analyst Terry McEvoy noting that it has been the worst performing Super Regional bank in 2017 and he recommends taking advantage of that underperformance as he expects it to produce among the highest returns in the group going forward. 5. Celsion (CLSN) upgraded on improved financial outlook at Maxim with analyst Jason McCarthy saying the changes to the company's agreement with warrant holders, enabling the warrants to be exercised immediately following a rally in the stock, have removed the financial overhang on the company. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/05/17
ADAM
10/05/17
UPGRADE
Target $86
ADAM
Buy
Microsoft upgraded to Buy from Hold at Canaccord
Canaccord Genuity analyst Richard Davis upgraded Microsoft to Buy and raised his price target for the shares to $86 from $76. The software giant closed yesterday up 43c to $74.69. Investors are underestimating the "virtuous cycles" of Microsoft's four "compelling" growth drivers, namely Office Productivity, Gaming, Marketing, and Azure's Platform as a Service, Davis tells investors in a research note. Growth in these units position Microsoft for a sustained period of accelerating growth, which should preserve the current valuation and "perhaps even drive a bit of multiple expansion," the analyst adds. He sees the stock continuing to drive higher.
10/04/17
JMPS
10/04/17
NO CHANGE
JMPS
Market Perform
NetApp to directly compete with Nutanix with new product, says JMP Securities
JMP Securities analyst Erik Suppiger noted NetApp (NTAP) announced at its Insight user conference a new product for the hyper-converged infrastructure market that will directly compete with Nutanix's (NTNX) flagship HCI product. After attending the company's Investor Summit at the event, he also noted NetApp is deepening its partnership with Microsoft (MSFT) to provide hyper-scale cloud storage. Suppiger maintains a Market Perform rating on NetApp, as he believes the shares are currently fairly valued.
10/02/17
BOFA
10/02/17
NO CHANGE
BOFA
Oracle shares can reach $80, says BofA/Merrill
BofA/Merrill analyst Kash Rangan estimates that Oracle's (ORCL) EPS can reach $4-$5 in fiscal 2022, as Rangan believes that the company can meet its goal of generating $20B in revenue from its cloud businesses. Moreover, Rangan believes that the company's P/E multiple can reach 21 times, in-line with Microsoft's (MSFT) multiple, enabling Oracle's stock to reach $80 per share . The analyst keeps a $62 price target and a Buy rating on Oracle.

TODAY'S FREE FLY STORIES

C

Citi

$77.13

0.67 (0.88%)

10:20
02/21/18
02/21
10:20
02/21/18
10:20
Options
Sizable option prints in Citi as shares rally Wednesday »

Sizable option prints 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

  • 25

    Feb

  • 06

    Mar

  • 07

    Mar

  • 30

    May

DLR

Digital Realty

$97.72

-1.865 (-1.87%)

10:20
02/21/18
02/21
10:20
02/21/18
10:20
Periodicals
Supreme Court throws out lawsuit against Digital Realty Trust »

Company whistleblowers…

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

  • 05

    Mar

  • 27

    Mar

  • 03

    Apr

WD

Walker & Dunlop

$50.29

0.13 (0.26%)

10:20
02/21/18
02/21
10:20
02/21/18
10:20
Conference/Events
Walker & Dunlop management to meet with JMP Securities »

Meetings to be held 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

  • 22

    Feb

  • 23

    Feb

10:20
02/21/18
02/21
10:20
02/21/18
10:20
General news
Fed's Kashkari said "Wall Street reacts to everything," »

Fed's Kashkari said…

$NSD

NASDAQ Market Internals

10:17
02/21/18
02/21
10:17
02/21/18
10:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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

$NYE

NYSE Market Internals

10:16
02/21/18
02/21
10:16
02/21/18
10:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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

OMER

Omeros

$11.37

0.36 (3.27%)

10:14
02/21/18
02/21
10:14
02/21/18
10:14
Periodicals
Symphony data show Omidria sales fell 87% in January, Four World says »

Short seller Four World…

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

COLL

Collegium Pharmaceutical

$25.70

-0.2 (-0.77%)

10:12
02/21/18
02/21
10:12
02/21/18
10:12
Hot Stocks
FDA says Collegium made false or misleading claims about Xtampza »

The FDA posted a letter…

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

  • 01

    Mar

VECO

Veeco

$18.35

-0.55 (-2.91%)

10:11
02/21/18
02/21
10:11
02/21/18
10:11
Conference/Events
Veeco management to meet with KeyBanc »

Meeting to be held in San…

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

  • 22

    Feb

CLF

Cleveland-Cliffs

$7.62

-0.12 (-1.55%)

10:10
02/21/18
02/21
10:10
02/21/18
10:10
Options
Bearish option flow in Cleveland Cliffs »

Bearish option flow 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

10:10
02/21/18
02/21
10:10
02/21/18
10:10
General news
U.S. existing home sales preview: »

U.S. existing home sales…

MTCH

Match Group

$42.10

0.54 (1.30%)

, IAC

IAC

$149.83

0.74 (0.50%)

10:09
02/21/18
02/21
10:09
02/21/18
10:09
Hot Stocks
Match Group slips after analyst cuts rating on Tinder slowdown »

Shares of Match Group…

MTCH

Match Group

$42.10

0.54 (1.30%)

IAC

IAC

$149.83

0.74 (0.50%)

ANGI

Angi Homeservices

$14.60

0.58 (4.14%)

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

MOS

Mosaic

$27.78

1.0176 (3.80%)

10:05
02/21/18
02/21
10:05
02/21/18
10:05
Options
Mosaic call volume above normal and directionally bullish »

Bullish option flow…

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

  • 25

    Feb

  • 25

    Feb

  • 28

    Feb

10:05
02/21/18
02/21
10:05
02/21/18
10:05
General news
More from Harker: a trade war would not be good »

More from Harker: a trade…

ABBV

AbbVie

$120.00

2.02 (1.71%)

10:05
02/21/18
02/21
10:05
02/21/18
10:05
Recommendations
AbbVie analyst commentary  »

Piper says 'hard 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

  • 08

    Mar

10:04
02/21/18
02/21
10:04
02/21/18
10:04
General news
Existing Home Sales data reported »

January Existing Home…

RDWR

Radware

$21.09

-0.25 (-1.17%)

10:04
02/21/18
02/21
10:04
02/21/18
10:04
Conference/Events
Radware management to meet with Oppenheimer »

Meeting to be held 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

  • 22

    Feb

  • 29

    Mar

RDWR

Radware

$21.09

-0.25 (-1.17%)

10:01
02/21/18
02/21
10:01
02/21/18
10:01
Conference/Events
Radware management to meet with Oppenheimer »

Meeting to be held 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

  • 22

    Feb

  • 29

    Mar

QTWO

Q2 Holdings

$42.85

-1.8 (-4.03%)

10:00
02/21/18
02/21
10:00
02/21/18
10:00
Conference/Events
Q2 Holdings management to meet with Needham »

Meeting to be held 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

  • 22

    Feb

  • 15

    Mar

10:00
02/21/18
02/21
10:00
02/21/18
10:00
General news
U.S. Markit manufacturing PMI rose 0.4 points to 55.9 in the flash February »

U.S. Markit manufacturing…

LFUS

Littelfuse

$208.66

0.61 (0.29%)

09:59
02/21/18
02/21
09:59
02/21/18
09:59
Conference/Events
Littelfuse management to meet with Oppenheimer »

Meeting to be held in San…

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

  • 22

    Feb

NJDCY

Nidec

$37.80

-0.12 (-0.32%)

09:57
02/21/18
02/21
09:57
02/21/18
09:57
Conference/Events
Nidec management to meet with Oppenheimer »

Group luncheon to be held…

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

  • 23

    Feb

HDP

Hortonworks

$18.22

0.03 (0.16%)

09:55
02/21/18
02/21
09:55
02/21/18
09:55
Conference/Events
Hortonworks management to meet with Northland »

Meeting to be held 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

  • 22

    Feb

  • 26

    Feb

  • 26

    Feb

  • 11

    Mar

  • 13

    Mar

  • 14

    Mar

  • 11

    Apr

  • 30

    May

PVG

Pretium Resources

$6.56

-0.05 (-0.76%)

09:55
02/21/18
02/21
09:55
02/21/18
09:55
Options
Pretium Resources put volume heavy and directionally bearish »

Bearish flow noted 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

  • 09

    Mar

  • 11

    Mar

AAP

Advance Auto Parts

$115.88

10.53 (10.00%)

, EXR

Extra Space Storage

$84.86

4.105 (5.08%)

09:55
02/21/18
02/21
09:55
02/21/18
09:55
Options
Early notable gainers among liquid option names on February 21st »

Notable gainers among…

AAP

Advance Auto Parts

$115.88

10.53 (10.00%)

EXR

Extra Space Storage

$84.86

4.105 (5.08%)

MOS

Mosaic

$27.48

0.72 (2.69%)

CF

CF Industries

$42.80

0.975 (2.33%)

VRSK

Verisk Analytics

$97.04

-1.75 (-1.77%)

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

  • 21

    Feb

  • 21

    Feb

  • 21

    Feb

  • 25

    Feb

  • 25

    Feb

  • 28

    Feb

  • 30

    May

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.