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DIS

Disney

$105.26

-0.2 (-0.19%)

, ORCL

Oracle

$48.52

0.1 (0.21%)

16:19
12/07/17
12/07
16:19
12/07/17
16:19

Disney names Oracle CEO Catz, Illumina CEO deSouza to board

Disney's (DIS) board of directors announced the election of two new directors: Safra Catz, Chief Executive Officer of Oracle Corp. (ORCL), and Francis A. deSouza, President and Chief Executive Officer of biotechnology firm Illumina Inc (ILMN). The elections of Catz and deSouza are effective February 1, 2018.

DIS

Disney

$105.26

-0.2 (-0.19%)

ORCL

Oracle

$48.52

0.1 (0.21%)

ILMN

Illumina

$214.67

0.69 (0.32%)

  • 07

    Dec

  • 14

    Dec

DIS Disney
$105.26

-0.2 (-0.19%)

12/07/17
WELS
12/07/17
NO CHANGE
Target $40
WELS
Outperform
21st Century Fox price target raised to $40 from $34 at Wells Fargo
Wells Fargo analyst Marci Ryvicker raised her price target for 21st Century Fox (FOXA) saying she believes it would be worth as much per share in a Disney (DIS) deal. The analyst reiterates an Outperform rating on 21st Century Fox shares.
12/05/17
PIPR
12/05/17
NO CHANGE
Target $120
PIPR
Overweight
Piper sees potential Fox deal as 'clear positive' for Disney
Piper Jaffray analyst Stan Meyers weighs in on Disney's (DIS) talks with 21st Century Fox (FOXA) to acquire Fox's film and TV studio, its Sky stake, Star India and some U.S. cable networks. A decision is likely by the end of 2017, the analyst points out. A deal would give Disney an opportunity to add to its "rich" intellectual property assets, evolve the Marvel Cinematic Universe, improve leverage with key counterparts and diversify its revenue streams away from the Pay TV ecosystem, Meyers tells investors in a research note. He estimates the deal size to be roughly $44B. The analyst sees the potential transaction as a "clear positive" for Disney. Meyers keeps an Overweight rating on the shares with a $120 price target.
11/17/17
RILY
11/17/17
NO CHANGE
Target $36
RILY
Neutral
21st Century Fox price target raised to $36 from $29 at B. Riley FBR
B. Riley FBR analyst Barton Crockett raised his price target for 21st Century Fox (FOXA) to $36 citing recent reports that Disney (DIS), Comcast (CMCSA), Verizon (VZ) or Sony (SNE) may make offers for the company. The "formerly unthinkable" prospect of Rupert Murdoch selling assets is likely to be factored into the equity price for some time, Crockett tells investors in a research. He keeps a Neutral rating on Fox given the stock's proximity to his new target.
12/07/17
JEFF
12/07/17
NO CHANGE
JEFF
Jefferies sees Disney, not Comcast, as more likely Fox suitor
Amid press reports that suggest Comcast (CMCSA) continues to pursue 21st Century Fox (FOXA) along with Disney (DIS), Jefferies analyst John Janedis says he sees Disney as the more likely suitor given the regulatory concerns with a Comcast deal. The analyst believes Comcast would need to offer a premium to Disney for Fox to compensate for more regulatory risk. However, assuming Comcast has interest in the same assets as Disney, and using the same $66B value for Fox's assets, the analyst estimates the deal would be high-single-digit dilutive to Comcast earnings, versus neutral to Disney due to relative tax rates.
ORCL Oracle
$48.52

0.1 (0.21%)

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.
11/09/17
UBSW
11/09/17
DOWNGRADE
Target $55
UBSW
Neutral
Oracle assumed with a Neutral from Buy at UBS
UBS analyst Jennifer Swanson Lowe downgraded Oracle to Neutral and lowered her price target for the shares to $55 from $57 after assuming coverage of the name. The analyst believes the stock at current levels leaves little room for error as the company transitions to the cloud. Further, she believes Street estimates do not fully reflect the near-term risk to margins or growth as the model shifts.
12/06/17
RBCM
12/06/17
NO CHANGE
Target $53
RBCM
Outperform
Oracle price target lowered to $53 from $56 at RBC Capital
RBC Capital analyst Ross MacMillan lowered his price target on Oracle to $53, saying that his proprietary customer survey suggests that the company's cloud revenue and margins are slightly below consensus. MacMillan says that while the findings suggest that many of Oracle's customers find its technology stack remains relevant, modeling modest spending increases over the next 3 years, many customers also indicate that they do not use Oracle cloud services today and are unlikely to do so in the future. The analyst keeps his Outperform rating on Oracle, forecasting a 12% revenue growth and 42% operating margins.
12/06/17
BARD
12/06/17
NO CHANGE
BARD
Baird identifies 13 areas of opportunity for Blockchain technology
Baird analyst Colin Sebastian has identified 13 areas of opportunity for Blockchain technology to have an impact. He sees Blockchain as platform enhancing in IoT, virtual goods, cloud storage, online gaming, and eSports. He sees the Blockchain as platform disruptive in online marketing, e-commerce, ride-sharing, digital music/media, and peer-to-peer payments. Sebastian believes technology companies will be talking more about it as they become more engaged in the areas he has mentioned and noted companies such as Amazon (AMZN), Oracle (ORCL) and VMware (VMW) have already recruited engineers with Blockchain experience.
ILMN Illumina
$214.67

0.69 (0.32%)

10/25/17
WELS
10/25/17
NO CHANGE
Target $205
WELS
Market Perform
Illumina price target raised to $205 from $200 at Wells Fargo
Wells Fargo analyst Tim Evans raised his price target for Illumina to $205 from $200 following a "strong" beat and raise quarter. The analyst reiterates a Market Perform rating on the shares.
10/25/17
BARD
10/25/17
UPGRADE
Target $228
BARD
Outperform
Illumina upgraded to Outperform at Baird
As reported previously, Baird analyst Catherine Ramsey Schulte upgraded Illumina to Outperform from Neutral. The analyst cited its near-term visibility while working through its NovaSeq backlog, the potential for S4 to drive the next few quarters, better than expected performance of sequencing consumables, and optimism surrounding the market opportunity for NovaSeq in both instruments and consumables. Schulte raised her price target to $228 from $184 on Illumina shares.
10/25/17
COWN
10/25/17
NO CHANGE
COWN
Outperform
Illumina weakness overdone, says Cowen
10/25/17
COWN
10/25/17
NO CHANGE
Target $230
COWN
Outperform
Pressure on Illumina shares 'overdone,' says Cowen
Cowen analyst Doug Schenkel notes that while Illumina beat Q3 revenue, margin and EPS expectations with NovaSeq placements as expected and consumables revenue driving the beat, he felt that the composition of the beat and order commentary could limit upside. Further, he believes there is some misinformation that seems to be further weighing on shares. While pointing out that no guidance was provided on Q4 NovaSeq orders, Schenkel highlights that management guidance assumes that NovaSeq placements increase in Q4 versus Q3 and Illumina's HiSeq X analogy was meant to be backward, not forward looking. The analyst reiterates an Outperform rating and $230 price target on the shares.

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M

Macy's

$36.27

-0.77 (-2.08%)

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Blue Apron

$1.17

-0.08 (-6.40%)

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Earnings
Notable companies reporting before tomorrow's open »

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Macy's

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APRN

Blue Apron

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WIX

Wix.com

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2.54 (2.87%)

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Resideo

$21.90

0.56 (2.62%)

12:47
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Earnings
Notable companies reporting after market close »

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Wix.com

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SWCH

Switch

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SIRI

Sirius XM

$6.26

0.15 (2.46%)

12:47
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Conference/Events
Sirius XM management to meet with B. Riley FBR »

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OESX

Orion Energy

$0.80

-0.0501 (-5.89%)

12:44
11/13/18
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Recommendations
Orion Energy analyst commentary  »

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SBUX

Starbucks

$68.05

0.14 (0.21%)

12:41
11/13/18
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12:41
Periodicals
Starbucks lays off 5%, or 350, corporate employees, Seattle Times reports »

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MET

MetLife

$46.01

1.29 (2.88%)

12:40
11/13/18
11/13
12:40
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12:40
Options
8.2K Metlife Jan 47.5 - 50 call spreads bought for 82c »

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  • 14

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CKPT

Checkpoint Therapeutics

$2.37

0.19 (8.72%)

12:38
11/13/18
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Hot Stocks
Checkpoint Therapeutics director Lindsay Rosenwald buys 100K shares of stock »

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HEAR

Turtle Beach

$15.81

0.56 (3.67%)

12:35
11/13/18
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12:35
Options
Turtle Beach put volume heavy and directionally bearish »

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  • 15

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KORS

Michael Kors

$49.26

1.51 (3.16%)

12:34
11/13/18
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12:34
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Hot Stocks
Michael Kors CEO sees double digit revenue growth in 2020 »

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  • 13

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SBUX

Starbucks

$68.02

0.11 (0.16%)

12:32
11/13/18
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12:32
Periodicals
Starbucks to lay off 5% of corporate workforce, Dow Jones says »

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  • 13

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VOYA

Voya Financial

$46.22

1.635 (3.67%)

12:29
11/13/18
11/13
12:29
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12:29
Hot Stocks
Breaking Hot Stocks news story on Voya Financial »

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  • 13

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NIO

NIO Inc.

$6.77

0.12 (1.80%)

12:25
11/13/18
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12:25
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12:25
Options
NIO Inc call volume above normal and directionally bullish »

Bullish option flow…

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Conference/Events
William Blair specialty finance analyst holds a group luncheon »

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DVMT

Dell Technologies

$103.00

4.58 (4.65%)

, VMW

VMware

$151.32

3.16 (2.13%)

12:24
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12:24
Periodicals
Dell considering raising bid for DVMT tracking stock, Reuters says »

Dell Technologies (DVMT)…

DVMT

Dell Technologies

$103.00

4.58 (4.65%)

VMW

VMware

$151.32

3.16 (2.13%)

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AKRX

Akorn

$6.74

0.02 (0.30%)

, TEVA

Teva

$23.78

0.09 (0.38%)

12:18
11/13/18
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Periodicals
Court rules Allergan's patents on Restasis are invalid, Bloomberg reports »

The U.S. Court of Appeals…

AKRX

Akorn

$6.74

0.02 (0.30%)

TEVA

Teva

$23.78

0.09 (0.38%)

AGN

Allergan

$163.97

0.15 (0.09%)

MYL

Mylan

$36.19

0.25 (0.70%)

03/08/13
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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

12:17
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SPY

SPDR S&P 500 ETF Trust

$274.51

1.92 (0.70%)

, SPX

S&P 500

$0.00

(0.00%)

12:16
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Periodicals
John Kelly may soon depart Trump administration, NBC News reports »

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SPDR S&P 500 ETF Trust

$274.51

1.92 (0.70%)

SPX

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$NYE

NYSE Market Internals

$0.00

(0.00%)

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NYSE market internals summary »

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ETSY

Etsy

$47.77

-2.87 (-5.67%)

12:15
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Options
Etsy put volume heavy and directionally bearish »

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SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$274.18

1.59 (0.58%)

12:13
11/13/18
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General news
Trump says New York Times story on North Korea missile bases 'inaccurate' »

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SPX

S&P 500

$0.00

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SPY

SPDR S&P 500 ETF Trust

$274.18

1.59 (0.58%)

NYT

New York Times

$26.21

-0.135 (-0.51%)

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SUM

Summit Materials

$13.58

0.33 (2.49%)

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Breaking Hot Stocks news story on Summit Materials »

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AMZN

Amazon.com

$1,659.40

22.7 (1.39%)

, HD

Home Depot

$176.79

-2.72 (-1.52%)

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Fly Intel: Wall Street's top stories at midday »

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AMZN

Amazon.com

$1,659.40

22.7 (1.39%)

HD

Home Depot

$176.79

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AAPL

Apple

$195.05

0.895 (0.46%)

QRVO

Qorvo

$63.65

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GE

General Electric

$8.53

0.55 (6.89%)

BHGE

Baker Hughes

$24.40

0.77 (3.26%)

LITE

Lumentum

$39.86

2.355 (6.28%)

JCI

Johnson Controls

$35.65

1.47 (4.30%)

BBU

Brookfield Business Partners

$37.95

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NVDA

Nvidia

$202.02

12.65 (6.68%)

AAP

Advance Auto Parts

$182.72

15.78 (9.45%)

JKHY

Jack Henry

$139.74

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TSN

Tyson Foods

$58.10

-3.41 (-5.54%)

EPC

Edgewell Personal Care

$43.11

-3.13 (-6.77%)

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AMZN

Amazon.com

$1,659.46

22.76 (1.39%)

12:08
11/13/18
11/13
12:08
11/13/18
12:08
Recommendations
Amazon.com analyst commentary  »

Amazon.com HQ2 locations…

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UPS

UPS

$110.25

2.51 (2.33%)

12:06
11/13/18
11/13
12:06
11/13/18
12:06
Hot Stocks
UPS adds 14 new countries served by UPS Worldwide Express »

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  • 13

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SBGI

Sinclair Broadcast

$31.54

0.26 (0.83%)

, TRCO

Tribune Media

$39.10

-0.255 (-0.65%)

12:05
11/13/18
11/13
12:05
11/13/18
12:05
Periodicals
Sinclair, Tribune resolve DOJ case over ad sales, Bloomberg says »

Sinclair Broadcast…

SBGI

Sinclair Broadcast

$31.54

0.26 (0.83%)

TRCO

Tribune Media

$39.10

-0.255 (-0.65%)

MDP

Meredith

$56.98

-0.06 (-0.11%)

03/08/13
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