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VMW

VMware

$120.11

0.69 (0.58%)

, AMZN

Amazon.com

$1,176.75

15.48 (1.33%)

07:17
12/01/17
12/01
07:17
12/01/17
07:17

VMware upgraded to Outperform at BMO Capital on faster computing growth

As reported earlier, BMO Capital analyst Keith Bachman upgraded VMware (VMW) to Outperform from Market Perform and raised his price target to $142 from $136. Bachman says the company is benefiting from improved on-premise spending trends, increasing his projections for the overall FY19 computing spend to grow 3% versus prior forecast of 1-2% decline. The analyst also says that management is being conservative in suggesting that the partnership with AWS (AMZN) would not generate returns for the next 2 years after attending AWS re:Invent this week.

VMW

VMware

$120.11

0.69 (0.58%)

AMZN

Amazon.com

$1,176.75

15.48 (1.33%)

  • 04

    Dec

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    Dec

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    Dec

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    Dec

  • 17

    Jan

  • 18

    Mar

VMW VMware
$120.11

0.69 (0.58%)

12/01/17
LEHM
12/01/17
NO CHANGE
Target $145
LEHM
Overweight
VMware target raised to $145 after 'strong' Q3 at Barclays
Barclays analyst Raimo Lenschow says VMware last night reported a strong quarter with numbers ahead of consensus for each line item. The highlight was the 21% yeaar-over-year bookings growth, a growth rate the company has not seen since Q2 of 2014, Lenschow tells investors in a post-earnings research note. He sees momentum building for VMware and upped his price target for the shares to $145 from $140. The analyst reiterates an Overweight rating on the name.
12/01/17
BMOC
12/01/17
UPGRADE
BMOC
Outperform
VMware upgraded to Outperform from Market Perform at BMO Capital
12/01/17
DBAB
12/01/17
NO CHANGE
Target $145
DBAB
Buy
VMware price target raised to $145 from $120 at Deutsche Bank
Deutsche Bank analyst Karl Keirstead raised his price target for VMware to $145 citing last night's "strong" Q3 and guidance increase. The stock trades at just 13 times fiscal 2019 free cash flow, Keirstead tells investors in a research note. He believes perceived fears about Amazon Web Services and/or Dell risks are too high and that VMware's multiple can expand as they're overcome. The analyst reaffirms a Buy rating on the shares.
12/01/17
DRXL
12/01/17
DOWNGRADE
DRXL
Hold
VMware downgraded to Hold from Buy at Drexel Hamilton
Drexel Hamilton analyst Brian White downgraded VMWare to Hold citing valuation.
AMZN Amazon.com
$1,176.75

15.48 (1.33%)

11/30/17
STFL
11/30/17
NO CHANGE
Target $185
STFL
Buy
Costco price target raised to $185 from $179 at Stifel
Stifel analyst Mark Astrachan noted that Costco's (COST) core comp growth for the total company and in the U.S. both came in ahead of consensus expectations. He contends that accelerating comp growth is notable following the recent close of Amazon's (AMZN) deal to buy Whole Foods, as it indicates Costco's value proposition will allow it to coexist with Amazon. The analyst, who projects continued mid-single digit comp growth through at least FY19 at Costco, keeps a Buy rating on the stock and raised his price target to $185.
11/30/17
JEFF
11/30/17
NO CHANGE
JEFF
Jefferies sees drugstore sentiment improving with no Amazon news
Investors were anticipating an announcement from Amazon.com (AMZN) regarding a pharmacy strategy around Thanksgiving due to recent media reports and the resulting sell-side speculation, Jefferies analyst Brian Tanquilut tells investors in a research note. With no Amazon pharmacy entry announced one week removed from the holiday, the analyst believes investor sentiment over the drug supply chain may gradually improve, at least in the near-term. He notes that the price-to-earnings multiples of Walgreens Boots Alliance (WBA) and CVS Health (CVS) have already declined amid speculation of an Amazon entry. Tanquilut acknowledges, however, that the Amazon overhang will not completely go away. The analyst has Buy ratings on UnitedHealth (UNH) and Walgreens, and Hold ratings on AmerisourceBergen (ABC), Cardinal Health (CAH), CVS and McKesson (MCK).
11/30/17
MKMP
11/30/17
NO CHANGE
Target $1350
MKMP
Buy
Amazon.com price target raised to $1,350 from $1,275 at MKM Partners
MKM Partners analyst Rob Sanderson raised his price target on Amazon to $1,350 and kept his Buy rating, keeping his view of the company as "the best long-term growth story available to large-cap investors today". Sanderson notes that the trend of AWS margin expansion will continue over the coming quarters. The analyst also believes that management can and should continue to reinvest aggressively, adding that "we are still not holding our breath on profits" despite the "richer" business mix.
11/30/17
RBCM
11/30/17
NO CHANGE
RBCM
Amazon.com's AWS offers scale and traction across verticals, says RBC Capital
RBC Capital analyst Mark Mahaney reflects on Amazon.com's AWS event that was much wider attended that in recent years. Mahaney says the company's presentation "highlighted the public cloud's significant appeal in organizations that span nearly every industry vertical". The analyst notes that Amazon's technical prowess make it a clear industry leader as evidenced by AWS expanding its market segment share by 5 points to 44%.

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ADBE

Adobe

$175.00

-1.83 (-1.03%)

07:15
12/15/17
12/15
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12/15/17
07:15
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RIGL

Rigel Pharmaceuticals

$3.57

-0.15 (-4.03%)

07:14
12/15/17
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07:14
Initiation
Rigel Pharmaceuticals initiated  »

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  • 17

    Apr

CRTO

Criteo

$24.42

-7.19 (-22.75%)

07:12
12/15/17
12/15
07:12
12/15/17
07:12
Downgrade
Criteo rating change  »

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ORCL

Oracle

$50.19

0.14 (0.28%)

07:11
12/15/17
12/15
07:11
12/15/17
07:11
Recommendations
Oracle analyst commentary  »

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IIPR

Innovative Industrial Properties

$22.60

2.28 (11.22%)

07:10
12/15/17
12/15
07:10
12/15/17
07:10
Hot Stocks
Innovative Industrial Properties raises quarterly dividend to 25c per share »

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HOLX

Hologic

$42.96

-0.72 (-1.65%)

07:08
12/15/17
12/15
07:08
12/15/17
07:08
Recommendations
Hologic analyst commentary  »

Hologic positioned well…

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PFGC

Performance Food Group

$30.55

-0.9 (-2.86%)

07:07
12/15/17
12/15
07:07
12/15/17
07:07
Earnings
Performance Food Group sees FY18 adjusted EPS up 13%-18% »

For fiscal 2018, PFG…

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  • 08

    Jan

TYME

Tyme Technologies

$3.30

0.05 (1.54%)

07:05
12/15/17
12/15
07:05
12/15/17
07:05
Initiation
Tyme Technologies initiated  »

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ALNY

Alnylam

$123.66

-1.2 (-0.96%)

, SNY

Sanofi

$43.09

-0.83 (-1.89%)

07:04
12/15/17
12/15
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07:04
Hot Stocks
Alnylam announces lift of FDA clinical hold on Fitusiran »

Alnylam Pharmaceuticals…

ALNY

Alnylam

$123.66

-1.2 (-0.96%)

SNY

Sanofi

$43.09

-0.83 (-1.89%)

03/08/13
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    May

UA

Under Armour; also tag UAA

$12.45

0.09 (0.73%)

, UAA

Under Armour; also tag UA

$13.82

0.2 (1.47%)

07:04
12/15/17
12/15
07:04
12/15/17
07:04
Upgrade
Under Armour; also tag UAA, Under Armour; also tag UA rating change  »

Under Armour upgraded to…

UA

Under Armour; also tag UAA

$12.45

0.09 (0.73%)

UAA

Under Armour; also tag UA

$13.82

0.2 (1.47%)

03/08/13
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03/06/13
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03/06/13
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RBA

Ritchie Bros.

$28.69

0.3 (1.06%)

07:04
12/15/17
12/15
07:04
12/15/17
07:04
Hot Stocks
Ritchie Bros. sess $50M+ of equipment in final Fort Worth, TX auction of 2017 »

This week Ritchie Bros.…

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SNY

Sanofi

$43.09

-0.83 (-1.89%)

, ALNY

Alnylam

$123.66

-1.2 (-0.96%)

07:03
12/15/17
12/15
07:03
12/15/17
07:03
Hot Stocks
Sanofi says FDA lifts clinical hold on fitusiran »

Sanofi Genzyme, the…

SNY

Sanofi

$43.09

-0.83 (-1.89%)

ALNY

Alnylam

$123.66

-1.2 (-0.96%)

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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  • 18

    Jan

  • 25

    Mar

  • 02

    May

CROX

Crocs

$10.94

-0.34 (-3.01%)

07:03
12/15/17
12/15
07:03
12/15/17
07:03
Upgrade
Crocs rating change  »

Crocs upgraded to Buy on…

03/08/13
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  • 07

    Jan

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    Jan

ESNC

EnSync

$0.44

0.0663 (17.79%)

, CHTR

Charter

$328.68

-0.32 (-0.10%)

07:03
12/15/17
12/15
07:03
12/15/17
07:03
Hot Stocks
EnSync: Spectrum solar plus storage project commissioned in Hawaii »

EnSync (ESNC) announces…

ESNC

EnSync

$0.44

0.0663 (17.79%)

CHTR

Charter

$328.68

-0.32 (-0.10%)

03/08/13
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03/06/13
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  • 19

    Dec

PFGC

Performance Food Group

$30.55

-0.9 (-2.86%)

07:03
12/15/17
12/15
07:03
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07:03
Hot Stocks
Performance Food Group appoints Jim Hope as CFO »

Performance Food Group…

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  • 08

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ACRS

Aclaris Therapeutics

$24.72

-0.38 (-1.51%)

07:02
12/15/17
12/15
07:02
12/15/17
07:02
Hot Stocks
Aclaris Therapeutics receives FDA approval for Eskata topical solution, 40% »

Aclaris Therapeutics…

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  • 24

    Dec

AER

AerCap

$52.12

-0.46 (-0.87%)

07:01
12/15/17
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12/15/17
07:01
Recommendations
AerCap analyst commentary  »

AerCap book value can hit…

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QTWO

Q2 Holdings

$37.30

-0.75 (-1.97%)

07:00
12/15/17
12/15
07:00
12/15/17
07:00
Recommendations
Q2 Holdings analyst commentary  »

Q2 Holdings has strong…

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SPX

S&P 500

07:00
12/15/17
12/15
07:00
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07:00
Technical Analysis
S&P 500: Pivot points »

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FIT

Fitbit

$6.82

-0.2 (-2.85%)

06:59
12/15/17
12/15
06:59
12/15/17
06:59
Downgrade
Fitbit rating change  »

Fitbit downgraded to Sell…

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AMZN

Amazon.com

$1,174.80

10.61 (0.91%)

06:55
12/15/17
12/15
06:55
12/15/17
06:55
Periodicals
Luxembourg appeals EU order to recover tax from Amazon, Reuters reports »

Luxembourg is appealing a…

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  • 18

    Mar

ACRS

Aclaris Therapeutics

$24.72

-0.38 (-1.51%)

06:55
12/15/17
12/15
06:55
12/15/17
06:55
Hot Stocks
Breaking Hot Stocks news story on Aclaris Therapeutics »

Aclaris Therapeutics…

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  • 24

    Dec

GDX

Market Vector Gold Miners

$22.07

-0.09 (-0.41%)

06:54
12/15/17
12/15
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Technical Analysis
Market Vector Gold Miners: Pivot points »

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DIS

Disney

$110.57

2.96 (2.75%)

, FOXA

21st Century Fox

$34.88

2.13 (6.50%)

06:54
12/15/17
12/15
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06:54
Recommendations
Disney, 21st Century Fox analyst commentary  »

Disney price target…

DIS

Disney

$110.57

2.96 (2.75%)

FOXA

21st Century Fox

$34.88

2.13 (6.50%)

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  • 15

    Dec

GLD

SPDR Gold Trust

$118.93

-0.24 (-0.20%)

06:54
12/15/17
12/15
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Technical Analysis
SPDR Gold Trust: Pivot points, pivot high broken »

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