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VMW

VMware

$120.11

0.69 (0.58%)

, MSFT

Microsoft

$84.17

0.83 (1.00%)

08:24
12/01/17
12/01
08:24
12/01/17
08:24

VMware price target raised to $123 from $113 at Maxim

Maxim analyst Nehal Chokshi raised his price target on VMware (VMW) to $123 from $113 after Q3 earnings beat, citing 11% bookings growth in computing relative to 10% in the prior quarter. Chokshi also notes an above-consensus billings growth of 21%, driven in part by acceleration in ELA bookings growth of 54%. The analyst keeps his Hold rating on VMware, adding that while near-term outlook for the company may be more favorable, in the longer term, Microsoft's (MSFT) dominance in the Software Defined Datacenter market may put more pressure on VMware's compute business.

VMW

VMware

$120.11

0.69 (0.58%)

MSFT

Microsoft

$84.17

0.83 (1.00%)

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    Dec

  • 17

    Jan

VMW VMware
$120.11

0.69 (0.58%)

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.
12/01/17
BMOC
12/01/17
UPGRADE
Target $142
BMOC
Outperform
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.
12/01/17
DRXL
12/01/17
DOWNGRADE
DRXL
Hold
VMware downgraded to Hold on valuation at Drexel Hamilton
As previously reported, Drexel Hamilton analyst Brian White downgraded VMWare to Hold from Buy following the company's Q3 earnings report. While the company is showing excellent execution and offered a solid outlook for Q4, White sees a peaking profit and sales cycle and finds it harder to justify a Buy rating given the stock's outperformance over the past two years.
MSFT Microsoft
$84.17

0.83 (1.00%)

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.
11/24/17
MSCO
11/24/17
NO CHANGE
MSCO
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).
11/27/17
PIPR
11/27/17
NO CHANGE
Target $100
PIPR
Overweight
Microsoft should be bought on any AWS related weakness, says Piper Jaffray
Piper Jaffray analyst Alex Zukin recommends buying shares of Microsoft (MSFT) on any weakness this week from announcements out of Amazon Web Services (AMZN). The analyst sees increased Azure momentum supporting "durable" double digit top and bottom line long-term growth at Microsoft. He reiterates an Overweight rating on the shares with a $100 price target.
11/27/17
OPCO
11/27/17
NO CHANGE
OPCO
AWS may shift to supporting more hybrid cloud, says Oppenheimer
Oppenheimer analyst Timothy Horan notes that unique value-added services will enable Amazon Web Services (AMZN) to keep its core processing/storage prices relatively stable with expanding margins. Channel conflict is always a major balancing act, and the analyst expects a combination of IT partners and a Kubernetes launch to encourage hybrid cloud adoption for the first time. Horan also thinks AWS may shift to supporting more hybrid cloud, and sees Microsoft (MSFT) as "excellent alternative means" to invest in cloud growth.

TODAY'S FREE FLY STORIES

10:55
12/15/17
12/15
10:55
12/15/17
10:55
Conference/Events
Jefferies software/cybersecurity analyst holds analyst/industry conference call »

Analyst DiFucci, along…

CSCO

Cisco

$37.90

-0.25 (-0.66%)

, PANW

Palo Alto Networks

$147.38

1.95 (1.34%)

10:55
12/15/17
12/15
10:55
12/15/17
10:55
Conference/Events
Jefferies software/cybersecurity analyst holds analyst/industry conference call »

Analyst DiFucci, along…

CSCO

Cisco

$37.90

-0.25 (-0.66%)

PANW

Palo Alto Networks

$147.38

1.95 (1.34%)

SYMC

Symantec

$28.75

0.12 (0.42%)

CHKP

Check Point

$106.30

-0.13 (-0.12%)

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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    Feb

ACHN

Achillion

10:51
12/15/17
12/15
10:51
12/15/17
10:51
Recommendations
Achillion analyst commentary  »

Achillion CMO departure…

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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PAGP

Plains GP Holdings

$21.29

0.11 (0.52%)

10:50
12/15/17
12/15
10:50
12/15/17
10:50
Options
Notable option play in Plains GP as a position adjusted »

Notable option play in…

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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NMRK

Newmark

, BGCP

BGC Partners

$15.23

-0.56 (-3.55%)

10:46
12/15/17
12/15
10:46
12/15/17
10:46
Syndicate
Breaking Syndicate news story on Newmark, BGC Partners »

Newmark indicated to open…

NMRK

Newmark

BGCP

BGC Partners

$15.23

-0.56 (-3.55%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 17

    May

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    Dec

FCX

Freeport McMoRan

$16.64

0.45 (2.78%)

10:45
12/15/17
12/15
10:45
12/15/17
10:45
Options
Freeport McMoRan 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

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10:45
12/15/17
12/15
10:45
12/15/17
10:45
General news
Chicago Fed's Evans voted against the rate hike »

Chicago Fed's Evans…

TEVA

Teva

$18.42

1.116 (6.45%)

10:44
12/15/17
12/15
10:44
12/15/17
10:44
Upgrade
Teva rating change  »

Credit Suisse takes Teva…

03/08/13
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03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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DB

Deutsche Bank

$19.49

0.26 (1.35%)

, CS

Credit Suisse

$17.59

0.065 (0.37%)

10:44
12/15/17
12/15
10:44
12/15/17
10:44
Periodicals
U.S. judge dismisses $3B suit against Deutsche, Credit Suisse, Bloomberg says »

A U.S. judge has thrown…

DB

Deutsche Bank

$19.49

0.26 (1.35%)

CS

Credit Suisse

$17.59

0.065 (0.37%)

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

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ACHN

Achillion

10:40
12/15/17
12/15
10:40
12/15/17
10:40
Hot Stocks
Achillion reports resignation of Chief Medical Officer »

In a regulatory filing…

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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NMRK

Newmark

, BGCP

BGC Partners

$15.23

-0.56 (-3.55%)

10:39
12/15/17
12/15
10:39
12/15/17
10:39
Syndicate
Breaking Syndicate news story on Newmark, BGC Partners »

Newmark indicated to open…

NMRK

Newmark

BGCP

BGC Partners

$15.23

-0.56 (-3.55%)

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

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  • 17

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    Dec

TEVA

Teva

$18.39

1.08 (6.24%)

10:37
12/15/17
12/15
10:37
12/15/17
10:37
Upgrade
Teva rating change  »

Teva upgraded to Equal…

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

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CXRX

Concordia

$0.86

0.3261 (61.08%)

10:37
12/15/17
12/15
10:37
12/15/17
10:37
Hot Stocks
Concordia says 'unaware' of material change to account for market activity »

Concordia International…

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03/06/13
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03/06/13
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AU

AngloGold

$9.21

0.045 (0.49%)

10:35
12/15/17
12/15
10:35
12/15/17
10:35
Options
AngloGold put volume heavy and directionally bearish »

Bearish flow noted in…

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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AKS

AK Steel

$5.26

-0.025 (-0.47%)

10:35
12/15/17
12/15
10:35
12/15/17
10:35
Hot Stocks
AK Steel says UAW members ratify labor agreement for Dearborn Works »

AK Steel announced that…

03/08/13
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03/08/13
Credit Suisse
03/06/13
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03/06/13
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NMRK

Newmark

, BGCP

BGC Partners

$15.23

-0.56 (-3.55%)

10:30
12/15/17
12/15
10:30
12/15/17
10:30
Syndicate
Breaking Syndicate news story on Newmark, BGC Partners »

Newmark indicated to open…

NMRK

Newmark

BGCP

BGC Partners

$15.23

-0.56 (-3.55%)

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

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  • 17

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NDSN

Nordson

$143.86

16.95 (13.36%)

10:27
12/15/17
12/15
10:27
12/15/17
10:27
Recommendations
Nordson analyst commentary  »

Nordson price target…

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

Newmark

, BGCP

BGC Partners

$15.23

-0.56 (-3.55%)

10:27
12/15/17
12/15
10:27
12/15/17
10:27
Syndicate
Breaking Syndicate news story on Newmark, BGC Partners »

Newmark indicated to open…

NMRK

Newmark

BGCP

BGC Partners

$15.23

-0.56 (-3.55%)

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

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  • 17

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10:25
12/15/17
12/15
10:25
12/15/17
10:25
General news
Treasury Action: Treasuries will remain in a bear-bull tug-o-war into 2018 »

Treasury Action:…

10:25
12/15/17
12/15
10:25
12/15/17
10:25
Conference/Events
JPMorgan household/personal product analyst has analyst/industry conference call »

Beverages, Household…

FOX

21st Century Fox

$34.22

1.88 (5.81%)

, FOXA

21st Century Fox

$34.88

2.13 (6.50%)

10:25
12/15/17
12/15
10:25
12/15/17
10:25
Conference/Events
FBN Securities media analyst to hold an analyst/industry conference call »

Cable, Media &…

FOX

21st Century Fox

$34.22

1.88 (5.81%)

FOXA

21st Century Fox

$34.88

2.13 (6.50%)

DIS

Disney

$110.93

0.36 (0.33%)

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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  • 15

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10:25
12/15/17
12/15
10:25
12/15/17
10:25
Conference/Events
JPMorgan insurance analyst has analyst/industry conference call »

Property & Casualty…

TEVA

Teva

$18.21

0.91 (5.26%)

10:24
12/15/17
12/15
10:24
12/15/17
10:24
Upgrade
Teva rating change  »

Teva upgraded to Equal…

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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VSAT

ViaSat

$72.72

0.46 (0.64%)

, EXC

Exelon

$40.80

-0.015 (-0.04%)

10:22
12/15/17
12/15
10:22
12/15/17
10:22
Initiation
On The Fly: Top five analyst initiations »

Catch up on today's…click here.

VSAT

ViaSat

$72.72

0.46 (0.64%)

EXC

Exelon

$40.80

-0.015 (-0.04%)

ORIG

Ocean Rig UDW

$24.55

-0.17 (-0.69%)

FTR

Frontier Communications

$8.69

-1.51 (-14.80%)

RIGL

Rigel Pharmaceuticals

$3.57

-0.15 (-4.03%)

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

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  • 17

    Apr

ORCL

Oracle

$47.42

-2.77 (-5.52%)

, AMGN

Amgen

$174.92

-2.46 (-1.39%)

10:22
12/15/17
12/15
10:22
12/15/17
10:22
Downgrade
On The Fly: Top five analyst downgrades »

Catch up on today's…click here.

ORCL

Oracle

$47.42

-2.77 (-5.52%)

AMGN

Amgen

$174.92

-2.46 (-1.39%)

CRTO

Criteo

$24.42

-7.19 (-22.75%)

FIT

Fitbit

$6.20

-0.62 (-9.09%)

ELF

e.l.f. Beauty

$22.01

-0.121 (-0.55%)

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

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