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AMZN

Amazon.com

$1,193.60

-2.23 (-0.19%)

, VMW

VMware

$127.34

1.13 (0.90%)

07:26
11/29/17
11/29
07:26
11/29/17
07:26

Strong attendance at Amazon conference reinforces AWS leading position, says KeyBanc

KeyBanc analyst Brent Bracelin notes that Amazon (AMZN) kicked off its flagship cloud user conference with a Partner Summit highlighted by further enterprise integration with VMware (VMW). The analyst expects news flow to pick up materially into the keynotes on Wednesday and Thursday mornings, and says that the strong attendance reinforces AWS market leading position as the largest cloud platform in IaaS/PaaS.

AMZN

Amazon.com

$1,193.60

-2.23 (-0.19%)

VMW

VMware

$127.34

1.13 (0.90%)

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    Nov

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    Dec

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    Mar

AMZN Amazon.com
$1,193.60

-2.23 (-0.19%)

11/28/17
STFL
11/28/17
NO CHANGE
STFL
Atlas Air takeover by Amazon unlikely, says Stifel
Stifel analyst David Ross notes there has been speculation in the market of a takeover of Atlas Air Worldwide (AAWW) by Amazon.com (AMZN). The analyst sees an outright buyout of the company as unlikely. However, Ross sees a "real possibility" of Amazon extending its contract with Atlas beyond the initial order of 20 planes. He reiterates a Buy rating on the shares. Atlas Air shares are up 2% to $56.00 in afternoon trading. The analyst on November 8 upgraded the aircraft services outsourcer to Buy with a $69 price target.
11/28/17
BERN
11/28/17
NO CHANGE
BERN
Grocery sales on Alibaba, JD.com are nine times Amazon's, says Bernstein
Bernstein analyst Bruno Monteyne notes that absolute grocery sales on Alibaba (BABA) and JD.com (JD) are nine times the grocery sales on Amazon.com (AMZN). China's speed is explained by a lack of legacy, as the country never developed big-box retailing, he adds. Further, Monteyne points out that Alibaba's approach has led to an asset light form of e-grocery, contrasting with the very asset-heavy approach taken by Amazon.
11/28/17
GSCO
11/28/17
NO CHANGE
Target $1450
GSCO
Conviction Buy
Amazon price target raised to $1,450 ahead of AWS re:Invent at Goldman Sachs
Goldman Sachs analyst Heath Terry previewed Amazon Web Services' annual user conference, AWS re:Invent, saying he expects product announcements on par with last year and sees the potential for further partnership announcements. At its "Midnight Madness" kick-off, the company has already announced Amazon Sumerian, five AWS Elemental Media Services and Amazon ML Solutions Lab, Terry noted. He expects AI and machine learning, IoT services, and "Serverless" to be the most talked about topics at the event, Terry added. He maintains a Buy rating on Amazon, keeps it on the firm's Conviction List and raised his price target on the stock to $1,450 from $1,300.
11/27/17
BERN
11/27/17
NO CHANGE
BERN
Apparel brands can use Amazon to their advantage, says Bernstein
Bernstein analyst Jamie Merriman believes that while Amazon is becoming harder for apparel brands to ignore, there is a path where Amazon gains share and apparel brands can use the e-Commerce giant to their advantage. The analyst says brands should fight for two things when selling through Amazon, namely a clean-up of 3P sellers in exchange for a hybrid wholesale and commission model and more control in merchandising. This will help brands better manage discounting perception in the market and will protect brand presentation, he contends.
VMW VMware
$127.34

1.13 (0.90%)

11/27/17
STFL
11/27/17
NO CHANGE
Target $150
STFL
Buy
VMware price target raised to $150 ahead of earnings at Stifel
Ahead of VMware's upcoming earnings report on Thursday, Stifel analyst Brad Reback raised his price target on the stock to $150 from $118, stating that he expects upside to his Q3 EPS and revenue estimates and would not be surprised to see the company once again raise its fiscal year revenue guidance. The analyst, who expects continued traction with its hybrid cloud strategy, reiterated a Buy rating on VMware shares.
11/27/17
BMOC
11/27/17
NO CHANGE
Target $136
BMOC
Market Perform
VMware price target raised to $136 from $114 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on VMWare (VMW) to $136, saying the company's products can serve as "the glue that binds the private and public clouds in a hybrid world". Bachman notes that even a modest increase in compute revenue would produce above-consensus results in FY19. The analyst keeps his Market Perform rating on VMWare, also adding that Red Hat (RHT) has better long-term positioning in the hybrid cloud space.
11/03/17
BMOC
11/03/17
NO CHANGE
Target $40
BMOC
Market Perform
Teradata price target raised to $40 from $32 at BMO CapitalVMware
BMO Capital analyst Keith Bachman raised his price target on Teradata (TDC) to $40, saying the company's turnaround is driven by the buying capacity of existing customers. While Bachman believes the recurring product revenue growth is sustainable, he sees Oracle (ORCL) and VMware (VMW) as more attractively valued, keeping a Market Perform rating on Teradata.
09/27/17
MSCO
09/27/17
NO CHANGE
Target $123
MSCO
Overweight
VMware price target raised to $123 from $115 at Morgan Stanley
Morgan Stanley analyst Keith Weiss raised his forecasts for VMware, citing an improving outlook for its Compute segment and higher conviction in the sustainability of growth in its newer Act 2 solution groups. The analyst, who noted his current FY19 forecasts are ahead of consensus on both revenue and EPS, raised his price target on VMware shares to $123 from $115 and keeps an Overweight rating on the stock.

TODAY'S FREE FLY STORIES

NFLX

Netflix

$190.12

0.56 (0.30%)

, DIS

Disney

$111.27

0.7 (0.63%)

20:03
12/17/17
12/17
20:03
12/17/17
20:03
Hot Stocks
On The Fly: Top five weekend stock stories »

Catch up on the…

NFLX

Netflix

$190.12

0.56 (0.30%)

DIS

Disney

$111.27

0.7 (0.63%)

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

FOX

21st Century Fox

MSGN

MSG Networks

$19.80

0.05 (0.25%)

AMCX

AMC Networks

$55.33

1.16 (2.14%)

VIAB

Viacom

$30.24

0.53 (1.78%)

VIA

Viacom

$34.40

0.25 (0.73%)

XOM

Exxon Mobil

$83.03

0.13 (0.16%)

ONCE

Spark Therapeutics

$46.37

1.16 (2.57%)

ALK

Alaska Air

$70.83

1.44 (2.08%)

ORCL

Oracle

$48.30

-1.89 (-3.77%)

HUM

Humana

$253.64

3.03 (1.21%)

KND

Kindred Healthcare

$8.60

0.45 (5.52%)

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  • 12

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CME

CME Group

$151.07

0.65 (0.43%)

19:31
12/17/17
12/17
19:31
12/17/17
19:31
Periodicals
CME becomes second exchange to launch bitcoin futures, Reuters says »

CME Group became the…

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SPPI

Spectrum

$19.04

0.38 (2.04%)

19:10
12/17/17
12/17
19:10
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19:10
Hot Stocks
Spectrum Pharmaceuticals terminates Rajesh Shrotriya from CEO position »

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SO

Southern Company

$51.31

-0.21 (-0.41%)

18:58
12/17/17
12/17
18:58
12/17/17
18:58
Hot Stocks
Georgia Power expects power to be restored by midnight tonight »

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BHP

BHP Billiton

$43.08

0.74 (1.75%)

, XOM

Exxon Mobil

$83.03

0.13 (0.16%)

18:29
12/17/17
12/17
18:29
12/17/17
18:29
Periodicals
BHP, Esso to separately market Gippsland Basin gas, Reuters says »

The Australian…

BHP

BHP Billiton

$43.08

0.74 (1.75%)

XOM

Exxon Mobil

$83.03

0.13 (0.16%)

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03/06/13
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03/06/13
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BDRBF

Bombardier

17:48
12/17/17
12/17
17:48
12/17/17
17:48
Hot Stocks
Bombardier wins contract to provide Melbourne high-capacity signaling system »

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TWX

Time Warner

$90.25

0.6 (0.67%)

, CMCSA

Comcast

$39.71

0.59 (1.51%)

17:38
12/17/17
12/17
17:38
12/17/17
17:38
Hot Stocks
Box Office Battle: 'Star Wars: The Last Jedi'' opens to $220M in U.S. »

Disney (DIS) and…

TWX

Time Warner

$90.25

0.6 (0.67%)

CMCSA

Comcast

$39.71

0.59 (1.51%)

CMCSK

Comcast

SNE

Sony

$44.84

0.39 (0.88%)

FOX

21st Century Fox

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

LGF.A

Lionsgate

$32.99

0.49 (1.51%)

DIS

Disney

$111.27

0.7 (0.63%)

VIAB

Viacom

$30.24

0.53 (1.78%)

VIA

Viacom

$34.40

0.25 (0.73%)

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  • 08

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  • 08

    Feb

EQIX

Equinix

$457.85

-2.5 (-0.54%)

17:17
12/17/17
12/17
17:17
12/17/17
17:17
Hot Stocks
Equinix announces acquisition of Metronode »

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MET

MetLife

$51.41

-1.08 (-2.06%)

17:11
12/17/17
12/17
17:11
12/17/17
17:11
Periodicals
Metlife failed to pay some pensions, Reuters reports »

Metlife failed to pay…

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  • 12

    Jun

GM

General Motors

$40.95

0.14 (0.34%)

17:06
12/17/17
12/17
17:06
12/17/17
17:06
Periodicals
GM facing $1B reckoning in ignition-switch settlement, WSJ reports »

General Motors faces a…

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  • 09

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TCEHY

Tencent

$50.31

-0.231 (-0.46%)

, BABA

Alibaba

$173.55

1.8 (1.05%)

16:58
12/17/17
12/17
16:58
12/17/17
16:58
Periodicals
Tencent to buy stake in supermarket chain, Bloomberg reports »

Tencent (TCEHY) to buy a…

TCEHY

Tencent

$50.31

-0.231 (-0.46%)

BABA

Alibaba

$173.55

1.8 (1.05%)

03/08/13
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AMZN

Amazon.com

$1,179.14

4.88 (0.42%)

16:50
12/17/17
12/17
16:50
12/17/17
16:50
Periodicals
Amazon in talks to acquire Sqrrl, Axios reports »

Amazon is said to be in…

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  • 18

    Mar

HUM

Humana

$253.64

3.03 (1.21%)

, KND

Kindred Healthcare

$8.60

0.45 (5.52%)

16:48
12/17/17
12/17
16:48
12/17/17
16:48
Periodicals
Humana in talks to acquire Kindred Healthcare, Reuters reports »

Humana (HUM) is in…

HUM

Humana

$253.64

3.03 (1.21%)

KND

Kindred Healthcare

$8.60

0.45 (5.52%)

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ORCL

Oracle

$48.30

-1.89 (-3.77%)

16:39
12/17/17
12/17
16:39
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16:39
Hot Stocks
Oracle buys Aconex for $1.2B »

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CSX

CSX

$52.93

-4.38 (-7.64%)

16:35
12/17/17
12/17
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Hot Stocks
CSX announces death of CEO E. Hunter Harrison »

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VRX

Valeant

$19.71

0.03 (0.15%)

16:09
12/17/17
12/17
16:09
12/17/17
16:09
Hot Stocks
Valeant, subsidiary announce early tender results »

Valeant Pharmaceuticals…

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  • 27

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KMF

Kayne Anderson Midstream/Energy Fund

$13.78

0.09 (0.66%)

16:01
12/17/17
12/17
16:01
12/17/17
16:01
Hot Stocks
Kayne Anderson Midstream/Energy Fund announces distribution of 30c per share »

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KYN

Kayne Anderson MLP

15:59
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Kayne Anderson MLP announces distribution of 45c per share for Q4 »

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KED

Kayne Anderson Energy

$16.68

-0.01 (-0.06%)

15:56
12/17/17
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15:56
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15:56
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Kayne Anderson Energy announces distribution 40c per share for Q4 »

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KYE

Kayne Anderson Energy

$10.19

-0.01 (-0.10%)

15:53
12/17/17
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Kayne Anderson Energy announces distribution of 25c per share for Q4 »

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CSX

CSX

$52.93

-4.38 (-7.64%)

15:18
12/16/17
12/16
15:18
12/16/17
15:18
Hot Stocks
CSX announces death of CEO E. Hunter Harrison »

CSX issued the following…

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CBOE

CBOE Holdings

$126.37

0.31 (0.25%)

11:22
12/16/17
12/16
11:22
12/16/17
11:22
Periodicals
CBOE should not be treated as 'set and forget,' Barron's says »

Bitcoin futures have…

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DIS

Disney

$111.27

0.7 (0.63%)

, FOXA

21st Century Fox

$34.99

0.11 (0.32%)

11:17
12/16/17
12/16
11:17
12/16/17
11:17
Periodicals
Disney/Fox 'a murky web of deals within deals,' Barron's says »

Walt Disney's (DIS)…

DIS

Disney

$111.27

0.7 (0.63%)

FOXA

21st Century Fox

$34.99

0.11 (0.32%)

FOX

21st Century Fox

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ALK

Alaska Air

$70.83

1.44 (2.08%)

10:53
12/16/17
12/16
10:53
12/16/17
10:53
Periodicals
Alaska air should bounce back in 2018, Barron's says »

While shares of Alaska…

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ONCE

Spark Therapeutics

$46.37

1.16 (2.57%)

10:42
12/16/17
12/16
10:42
12/16/17
10:42
Periodicals
Spark Therapeutics selloff may be overdone, Barron's says »

Spark Therapeutics shares…

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  • 12

    Jan

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