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AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

, CERN

Cerner

$70.03

3.35 (5.02%)

08:36
11/24/17
11/24
08:36
11/24/17
08:36

Morgan Stanley says Cerner could be Amazon's 'Trojan horse' into hospitals

Following a report that Cerner (CERN) and Amazon's (AMZN) AWS are in the final stages of partnership negotiations that would see Amazon provide cloud services for Cerner's population health product, HealtheIntent, Morgan Stanley analyst Ricky Goldwasser said a Cerner partnership could be the "Trojan horse" that helps Amazon build hospital relationships to compete against established GPOs and medical distributors. From Cerner's side, the partnership gives them a leg up in population health relative to competitors like Allscripts (MDRX) and athenahealth (ATHN), said Goldwasser, who wonders if this announcement will lead to other cloud /healthcare IT partnerships with the likes of Microsoft (MSFT) and Google (GOOGL).

AMZN

Amazon.com

$1,156.16

16.67 (1.46%)

CERN

Cerner

$70.03

3.35 (5.02%)

MDRX

Allscripts

$13.94

-0.08 (-0.57%)

ATHN

athenahealth

$130.23

-0.33 (-0.25%)

GOOG

Alphabet

$1,035.96

1.47 (0.14%)

GOOGL

Alphabet Class A

$1,051.92

1.62 (0.15%)

MSFT

Microsoft

$83.11

-0.61 (-0.73%)

  • 27

    Nov

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    Nov

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    Nov

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    Mar

AMZN Amazon.com
$1,156.16

16.67 (1.46%)

11/22/17
RBCM
11/22/17
NO CHANGE
Target $74
RBCM
Outperform
Cerner can add credibility with expanded Amazon parternership, says RBC Capital
RBC Capital analyst George Hill commented on the CNBC report that Amazon (AMZN) and Cerner (CERN) will soon announce an expanded partnership focused on Cerner's population health management solution, stating that he thinks the deal would give the company even more credibility when trying to sell its outsourcing or hosting services to large health system clients. The analyst, who doesn't see Amazon getting into the provider interface business near to medium term, doesn't view the deal as a meaningful threat to Cerner, he adds. Hill maintains an Outperform rating and $74 price target on Cerner shares.
11/22/17
PIPR
11/22/17
NO CHANGE
Target $70
PIPR
Overweight
Cerner/AWS partnership would be complementary, synergistic, says Piper Jaffray
Commenting on CNBC's report that Amazon Web Services (AMZN) CEO Andy Jassy plans to announce a partnership with Cerner (CERN) to offer population health predictive analytics to providers, Piper Jaffray analyst Sean Wieland says that if they can overcome patient privacy risks, the partnership will be complementary and synergistic. Further, the analyst believes the deal would also validate Cerner as a market leader in Electronic Health Records. Wieland reiterates an Overweight rating and $70 price target on Cerner's shares.
11/24/17
LEER
11/24/17
NO CHANGE
LEER
Market Perform
Cerner could get more competitive with Allscripts via Amazon pact, says Leerink
Leerink analyst David Larsen said he thinks Cerner (CERN) and Amazon (AMZN) may already have an existing relationship and the announcement teased in the report by CNBC may be to state that HealtheIntent will rely more heavily on Amazon Web Services. Improvements in Cerner's population health management platform could make it more competitive against Allscripts (MDRX), Quality Systems (QSII) and possibly athenahealth (ATHN), added Larsen, who keeps a Market Perform rating on Cerner shares.
11/24/17
RAJA
11/24/17
NO CHANGE
RAJA
Market Perform
Raymond James weighs in on potential Cerner, Amazon partnership
In research note titled "No Longer a Black Friday Bargain After AWS Partnership Speculation Surge," Raymond James analyst Nicholas Jansen says he remains comfortable with his Market Perform rating on Cerner (CERN) after CNBC reported Wednesday that the company and Amazon Web Services (AMZN) are in the late stages of discussions on a partnership. The potential partnership makes sense for both companies, as Cerner can leverage the scale and compute capabilities of AWS to bring faster data analysis to its population health platform while AWS would be adding a significant customer in an "ever important" vertical for the organization, Jansen writes. The analyst, however, believes the overall impact, at least in the near term, would "unlikely be significant from a financial perspective" for Cerner. He believes the partnership would be a bigger win for AWS growth relative to Cerner.
CERN Cerner
$70.03

3.35 (5.02%)

MDRX Allscripts
$13.94

-0.08 (-0.57%)

08/15/17
CANT
08/15/17
UPGRADE
CANT
Overweight
Allscripts upgraded to Overweight from Neutral at Cantor
Cantor analyst Steven Halper upgraded Allscripts (MDRX) to Overweight and raised its price target to $17 from $15 following the acquisition of McKesson's (MCK) EIS business and recent weakness in shares. Halper believes the acquisition price of $185M is attractive and the business can probably fill some important product gaps for Allscripts.
09/11/17
COWN
09/11/17
UPGRADE
Target $159
COWN
Outperform
Allscripts upgraded to Outperform from Market Perform at Cowen
Cowen analyst Charles Rihyee upgraded Allscripts to Outperform and increased its price target to $16 from $13 citing improving fundamentals and the EIS acquisition. The analyst said there are a number of drivers not reflected in valuation including mix shifts in the core business towards higher growth areas, incremental earnings and margin expansion from the EIS acquisition, strong free cash flow and capital deployment, and updated guidance that could prove to be conservative.
09/19/17
RBCM
09/19/17
INITIATION
RBCM
Outperform
Allscripts initiated with an Outperform at RBC Capital
RBC Capital analyst George Hill started coverage of Allscripts with a $17 price target and an Outperform rating. He is upbeat on Allscripts as he says that the shares are attractive due to the company's "core business execution, positioning for next generation HCIT solutions, accretion from the EIS acquisition, and valuation." He calls the company "an industry leader in Population Health Management and in revenue cycle management."
ATHN athenahealth
$130.23

-0.33 (-0.25%)

10/25/17
RHCO
10/25/17
NO CHANGE
Target $156
RHCO
Buy
Athenahealth price target lowered to $156 from $170 at SunTrust
SunTrust analyst Sandy Draper lowered his price target on Athenahealth to $156 after Q3 results to reflect a sluggish new business environment and lower physician utilization, which he calls somewhat of a "new normal" for the company. Even with incrementally improving margin, Draper writes in his research note, slower growth outlook justifies a lower multiple. The analyst keeps his Buy rating given the upside in Athenahealth stock price to his new target.
10/23/17
10/23/17
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. athenahealth (ATHN) upgraded to Equal-Weight from Underweight at First Analysis with analyst Frank Sparacino citing valuation following the company's "disappointing" third quarter results. 2. General Electric (GE) upgraded to Buy from Neutral at BofA/Merrill with analyst Andrew Obin citng the reset in earnings expectations. 3. Dr Pepper Snapple (DPS) upgraded to Outperform from Market Perform at Wells Fargo with analyst Bonnie Herzog saying she has increased confidence in the company's near-term outlook after meeting with management at last week's National Association of Convenience Stores Show. 4. ServiceNow (NOW) upgraded to Overweight from Neutral at Piper Jaffray with analyst Alex Zukin saying channel checks and industry conversations suggest ServiceNow is executing in the near term and "laying the foundation for a multi-year growth story that is still in its early stages." 5. TerraForm Power (TERP) upgraded to Outperform from Neutral at Baird with analyst Ben Kallo saying he believes Brookfield's sponsorship could provide an engine to restore growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
10/27/17
PIPR
10/27/17
NO CHANGE
Target $151
PIPR
Overweight
athenahealth provision may 'fan the flames' of speculation, say Piper Jaffray
Piper Jaffray analyst Sean Wieland believes the change in control provisions disclosed this morning by athenahealth could "fan the flames of recent market speculation on a takeout." This should be a positive catalyst for the shares, Wieland tells investors in a research note. He continues to believe a takeout is a possible exit strategy for activist investors. The analyst has an Overweight rating on athenahealth with a $151 price target.
GOOG Alphabet
$1,035.96

1.47 (0.14%)

11/08/17
UBSW
11/08/17
DOWNGRADE
Target $7
UBSW
Sell
Snap downgraded to Sell from Neutral at UBS
UBS analyst Eric Sheridan downgraded Snap (SNAP) to Sell and cut his price target for the shares to $7 from $12 following last night's Q3 results. The camera company is down 19%, or $2.88, to $12.24 in premarket trading. In a post-earnings research note titled "SNAP Crackle Flop," Sheridan says he finds it very likely that Snap will continue to struggle on "multiple fronts" in the coming 12 months. A redesigned app could bring opportunity but also platform disruption, Sheridan writes. He believes trying to scale its ad business amid "tepid" user growth while competing against Alphabet (GOOG), Facebook (FB) and Amazon.com (AMZN) is likely going to prove difficult for Snap.
10/27/17
BARD
10/27/17
NO CHANGE
Target $1150
BARD
Outperform
Alphabet results show ability to adapt to changing trends, says Baird
Baird analyst Colin Sebastian said Alphabet reported impressive Q3 results which showed the company's ability to adapt quickly to changing internet, advertising, and commerce trends while leveraging its advanced AI/machine learning. Sebastian reiterated his Outperform rating and raised his price target to $1,150 from $1,100 on Alphabet shares.
11/15/17
BERN
11/15/17
NO CHANGE
Target $100
BERN
Outperform
Microsoft building for Cloud business larger than most expect, says Bernstein
Bernstein analyst Mark Moerdler notes that Microsoft (MSFT) has a much larger datacenter footprint compared to its peers such as AWS (AMZN) and Google (GOOG;GOOL). Looking at datacenter investment, the analyst thinks Microsoft is building for Cloud business larger than most expect, growth in Azure and Commercial Cloud should continue to remain strong, and given Microsoft Commercial cloud is already at AWS like GM, it should have even better GM as they fill into the built capacity. The analyst reiterates an Outperform rating and $100 price target on Microsoft's shares.
10/31/17
ROTH
10/31/17
NO CHANGE
Target $41
ROTH
Neutral
Yelp price target raised to $41 from $35 at Roth Capital
Roth Capital analyst Darren Aftahi raised his price target for Yelp (YELP) to $41 from $35 ahead of quarterly results. Nonethless, the analyst says that while Yelp has divested of Eat24, he sees its go-forward business as remaining challenged by the likes of Facebook (FB), Google (GOOG; GOOGL), and now to a lesser extent, Snap (SNAP). He reiterates a Neutral rating on Yelp's shares.
GOOGL Alphabet Class A
$1,051.92

1.62 (0.15%)

10/27/17
RBCM
10/27/17
NO CHANGE
RBCM
Alphabet Class A price target raised to $1,125 from $1,050 at RBC Capital
RBC Capital analyst Mark Mahaney raised his price target on Alphabet Class A to $1,125 from $1,050 and maintained an Outperform rating, citing an impressive Q3 where all fundamental trends were positive, including year-over-year revenue growth and operating margin expansion.
MSFT Microsoft
$83.11

-0.61 (-0.73%)

10/31/17
10/31/17
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 Argus with analyst Joseph Bonner saying Microsoft is positioned to grow its commercial revenue within its "massive" commercial user base. 2. Cerner (CERN) upgraded to Outperform from Neutral at Baird with analyst Matthew Gillmor citing improved sentiment, expectations for revenue and earnings growth acceleration, and its discounted valuation. 3. Cabot Oil & Gas (COG) upgraded to Buy from Hold at Johnson Rice. 4. Merck (MRK) upgraded to Hold from Underperform at Jefferies with analyst Jeffrey Holford saying the sharp decline in the shares over the past few trading days has removed much of the downside. 5. Simpson Manufacturing (SSD) was upgraded to Outperform from Neutral at Baird and to Buy from Neutral at DA Davidson. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/09/17
UBSW
11/09/17
INITIATION
Target $105
UBSW
Buy
Microsoft assumed with a Buy at UBS
UBS analyst Jennifer Swanson Lowe assumed coverage of Microsoft with a Buy rating and raised her price target for the shares to $105 from $82. The analyst sees Commercial Cloud adding the next $50B of revenue with better margins than the Street expects.
11/03/17
DBAB
11/03/17
NO CHANGE
Target $100
DBAB
Buy
Microsoft price target raised to $100 from $95 at Deutsche Bank
Deutsche Bank analyst Karl Keirstead raised his price target for Microsoft to $100 saying he feels "incrementally better" after speaking to management. The consensus outlook among investors long the stock is for fiscal 2019 free cash flow of around $5.25 per share, and a multiple on that of 18-20 times yields the $100-plus price targets, Keirstead tells investors in a research note. He maintains a Buy rating on Microsoft.

TODAY'S FREE FLY STORIES

TSM

TSMC

$39.30

-0.07 (-0.18%)

07:57
12/13/17
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07:57
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TSMC chairman says HPC chip demand remains strong, DigiTimes reports »

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KR

Kroger

$26.33

-0.25 (-0.94%)

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Conference/Events
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ST

Sensata

$51.66

3.76 (7.85%)

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CenturyLink

$15.70

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Frontier Communications

$10.05

-0.01 (-0.10%)

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FTR

Frontier Communications

$10.05

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WIN

Windstream

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UNM

Unum Group

$56.40

-0.25 (-0.44%)

07:55
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Conference/Events
Unum Group to host investor day »

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Honeywell

$153.74

0.53 (0.35%)

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JLL

Jones Lang LaSalle

$149.76

0.56 (0.38%)

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AAPL

Apple

$171.70

-0.97 (-0.56%)

07:52
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Periodicals
Apple hires Matthys, Grazier for business affairs on content team, Variety says »

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AMTD

TD Ameritrade

$52.69

0.61 (1.17%)

07:51
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Syndicate
TD Ameritrade 27.7M share Spot Secondary priced at $51.50 »

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HUBS

HubSpot

$82.70

-0.7 (-0.84%)

07:50
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Conference/Events
HubSpot management to meet with Needham »

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VZ

Verizon

$53.19

1.35 (2.60%)

07:50
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07:50
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Conference/Events
Verizon management to meet with Deutsche Bank »

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CRL

Charles River

$104.57

0.67 (0.64%)

07:50
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PAY

Verifone

$18.47

0.28 (1.54%)

07:50
12/13/17
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Technical Analysis
Technical View: Verifone falls after earnings and outlook disappoint »

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FRED

Fred's

$3.77

-0.19 (-4.80%)

07:49
12/13/17
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07:49
Conference/Events
Fred's management to meet with Sidoti »

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NICE

Nice

$87.71

0.03 (0.03%)

07:47
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07:47
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Nice analyst commentary  »

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PM

Philip Morris

$107.30

1.26 (1.19%)

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HXL

Hexcel

$60.98

1.64 (2.76%)

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PYPL

PayPal

$73.62

0.33 (0.45%)

, VNTV

Vantiv

$74.79

0.17 (0.23%)

07:42
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$73.62

0.33 (0.45%)

VNTV

Vantiv

$74.79

0.17 (0.23%)

ADP

ADP

$117.05

-0.77 (-0.65%)

PAYX

Paychex

$68.71

-0.31 (-0.45%)

AMZN

Amazon.com

$1,165.08

-3.84 (-0.33%)

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AEE

Ameren

$61.36

-1.8425 (-2.92%)

07:42
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Ameren rating change  »

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AAPL

Apple

$171.70

-0.97 (-0.56%)

07:41
12/13/17
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07:41
Periodicals
Apple SVP Phil Schiller talks Face ID, HomePod delay, T3 reports »

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BLUE

bluebird bio

$190.95

-10.85 (-5.38%)

07:41
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12/13
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07:41
Downgrade
bluebird bio rating change  »

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PRLB

Proto Labs

$95.85

1.85 (1.97%)

07:40
12/13/17
12/13
07:40
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07:40
Earnings
Proto Labs guides initial FY18 EPS $2.40-$2.60, consensus $2.51 »

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TRN

Trinity Industries

$36.88

1.08 (3.02%)

07:39
12/13/17
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07:39
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07:39
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PRLB

Proto Labs

$95.85

1.85 (1.97%)

07:38
12/13/17
12/13
07:38
12/13/17
07:38
Earnings
Proto Labs raises Q4 EPS view to 53c-59c from 52c-58c, consensus 56c »

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AEP

American Electric

$76.02

-1.06 (-1.38%)

07:38
12/13/17
12/13
07:38
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07:38
Upgrade
American Electric rating change  »

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