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FEYE

FireEye

$14.11

-0.08 (-0.56%)

, MSFT

Microsoft

$85.51

0.01 (0.01%)

13:11
12/26/17
12/26
13:11
12/26/17
13:11

FireEye speculated in Information report as possible Microsoft target

In a report published by The Information, author Sarah Kuranda noted that Microsoft (MSFT) has been buying several small cybersecurity companies in recent years and predicted the company will get more ambitious in 2018 with "a major, multibillion dollar security acquisition." One target could be FireEye (FEYE), according to Kuranda. Reference Link

FEYE

FireEye

$14.11

-0.08 (-0.56%)

MSFT

Microsoft

$85.51

0.01 (0.01%)

  • 17

    Jan

  • 07

    Feb

FEYE FireEye
$14.11

-0.08 (-0.56%)

11/21/17
BMOC
11/21/17
NO CHANGE
Target $170
BMOC
Market Perform
Palo Alto Networks price target raised to $170 from $160 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on Palo Alto Networks (PANW) to $170 after Q2 earnings that showed above-peer 14% product revenue growth. Bachman says the better than expected results were due to a "broadening revenue portfolio, improved go-to-market execution, and product upgrade cycle". The analyst keeps his Market Perform rating on Palo Alto, saying the results may not lessen investors' uncertainty around the durable growth rates in perimeter defense in the wake of weak results/guidance from CheckPoint (CHKP), Fortinet (FTNT), and FireEye (FEYE).
11/02/17
11/02/17
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. Yelp (YELP) upgraded to Outperform from Sector Perform at RBC Capital with analyst Mark Mahaney saying the 5% after-market decline on lower fourth quarter outlook is not warranted since it is driven entirely by the Eat24 sale. 2. Domino's Pizza (DPZ) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying that despite the 15% pullback in stock price, the company's fundamental trends remain solid. 3. U.S. Steel (X) upgraded to Market Perform from Underperform at Cowen with analyst Novid Rassouli telling investors the company's revitalization program has improved cost performance and driven stable financial results for two consecutive quarters. 4. FireEye (FEYE) upgraded to Buy from Neutral at Dougherty with analyst Catharine Trebnick saying FireEye reproted solid third quarter results across key financial metrics beating her estimates on sales execution, strong NX appliance refresh/renewals, endpoint sales and Mandiant services. 5. Newpark Resources (NR) upgraded to Buy from Hold at SunTrust with analyst Ken Sill saying the latest quarter did not show a hurricane related boost to mat rentals as the market expected, which should result in subsequent quarters growing from a higher base established in Q3 as well as an accretive acquisition announced this week. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/02/17
WBLR
11/02/17
NO CHANGE
WBLR
Outperform
FireEye billings outlook could bring buying opportunity, says William Blair
William Blair analyst Jonathan Ho says FireEye's lowered full-year billings outlook, based purely on a reduction in expectation around the duration of billings, should create a buying opportunity. The analyst recommends buying the shares given the "relatively strong results and unchanged medium- to long-term opportunity." He keeps an Outperform rating on FireEye.
11/02/17
11/02/17
UPGRADE

Buy
FireEye upgraded to Buy at Dougherty
As previously reported, Dougherty upgraded FireEye to Buy from Neutral. Analyst Catharine Trebnick said FireEye reproted solid Q3 results across key financial metrics beating her estimates on sales execution, strong NX appliance refresh/renewals, endpoint sales and Mandiant services. The analyst said Q4 outlook was generally inline but FY17 billings were lower-than-expected based on shorter contract duration on a few large subscription services orders. Trebnick would be buyers of FireEye on weakness based on new product traction, a simplified product message/pricing, and data indicated the company's growth and profitability goals are achievable.
MSFT Microsoft
$85.51

0.01 (0.01%)

12/20/17
OPCO
12/20/17
NO CHANGE
Target $100
OPCO
Outperform
Microsoft price target raised to $100 from $92 at Oppenheimer
Oppenheimer analyst Timothy Horan raised his price target for Microsoft to $100 from $92 saying he sees it as the best large-cap stock in his coverage given high operating leverage from accelerating cloud growth. The analyst believes 2018 is going to be "a very strong year" for cloud services and infrastructure, and a better one for legacy telcos. He reiterates an Outperform rating on the shares.
12/20/17
BMOC
12/20/17
NO CHANGE
Target $142
BMOC
Market Perform
Red Hat results solid, but expectations already high, says BMO Capital
BMO Capital analyst Keith Bachman raised his price target on Red Hat (RHT) to $142 from $128, stating that the company's results were solid across all metrics but he believes high expectations overshadowed the strong results. While saying he thinks Red Hat is the best-positioned hybrid cloud provider, valuation leaves him with a Market Perform rating on the stock and a preference toward Microsoft (MSFT) and VMware (VMW) in terms of hybrid cloud stocks.
12/12/17
BERN
12/12/17
NO CHANGE
Target $100
BERN
Outperform
Survey shows continued momentum for Microsoft Azure, says Bernstein
Bernstein analyst Mark Moerdler says his firm's IT Hardware semi-annual CIO survey shows that Microsoft (MSFT) Azure continues to gain mindshare and momentum within enterprise IT departments, and that Azure's customer count could be equal to or more than Amazon (AMZN) Web Services among enterprise user, he adds. The analyst notes that the continued momentum fully supports his thesis regarding the Microsoft Commercial Cloud opportunity and should support Azure revenue growth of about 90%, if not faster, for multiple quarters to come. He reiterates an Outperform rating and $100 price target on Microsoft shares.
12/08/17
JPMS
12/08/17
NO CHANGE
JPMS
JPMorgan sees AWS single sign-on having limited impact on Okta
Shares of Okta (OKTA) are trading down after Amazon Web Services (AMZN) introduced its own basic single sign-on solution. JPMorgan analyst Sterling Auty, however, believes the product will not have much of an impact on Okta. Similar to Microsoft (MSFT) Azure, Amazon's product will be good for applications only running in AWS or to control access to a limited number of other SaaS applications, Auty tells investors in a research note. The major advantage for Okta is the ability to control access to all applications regardless of whether they are deployed on premise, in AWS, in Azure, in Google (GOOG, GOOGL), or even a SaaS application like Salesforce (CRM), the analyst contends. He believes Okta's "secret sauce lies in being platform neutral." Auty keeps an Overweight rating on the shares. Okta in morning trading is down 5%, or $1.42, to $27.75.

TODAY'S FREE FLY STORIES

VZ

Verizon

$52.81

0.895 (1.72%)

13:00
01/22/18
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Bold pre-earnings play in Verizon »

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EADSY

Airbus

$28.43

0.755 (2.73%)

, BA

Boeing

$340.46

2.7261 (0.81%)

12:56
01/22/18
01/22
12:56
01/22/18
12:56
Periodicals
Air Lease CEO: Airbus planning response to new Boeing jet, Reuters says »

Airbus (EADSY) intends to…

EADSY

Airbus

$28.43

0.755 (2.73%)

BA

Boeing

$340.46

2.7261 (0.81%)

AL

Air Lease

$49.02

0.31 (0.64%)

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    Feb

ADP

ADP

$121.44

0.54 (0.45%)

, CSOD

Cornerstone OnDemand

$40.12

0.48 (1.21%)

12:55
01/22/18
01/22
12:55
01/22/18
12:55
Conference/Events
Stephens enterprise software analyst holds analyst/industry conference call »

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ADP

ADP

$121.44

0.54 (0.45%)

CSOD

Cornerstone OnDemand

$40.12

0.48 (1.21%)

MSFT

Microsoft

$90.00

-0.1 (-0.11%)

ORCL

Oracle

$50.48

-0.1 (-0.20%)

PAYC

Paycom

$92.03

0.84 (0.92%)

PCTY

Paylocity

$49.99

0.33 (0.66%)

SAP

SAP

$112.50

-0.7 (-0.62%)

ULTI

Ultimate Software

$227.99

-0.84 (-0.37%)

WDAY

Workday

$114.11

0.83 (0.73%)

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    Feb

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    Mar

HBI

Hanesbrands

$22.94

-0.26 (-1.12%)

12:50
01/22/18
01/22
12:50
01/22/18
12:50
Options
Hanesbrands puts and calls drawing interest Monday »

Hanesbrands puts and…

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INTC

Intel

$45.47

0.66 (1.47%)

12:45
01/22/18
01/22
12:45
01/22/18
12:45
Hot Stocks
Intel found root cause for Broadwell and Haswell platform issues »

Intel's Navin Shenoy…

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  • 24

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QD

Qudian

$12.50

0.1 (0.81%)

12:45
01/22/18
01/22
12:45
01/22/18
12:45
Options
Qudian Inc call volume above normal and directionally bullish »

Bullish option flow…

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INTC

Intel

$44.82

0.34 (0.76%)

12:44
01/22/18
01/22
12:44
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12:44
Hot Stocks
Breaking Hot Stocks news story on Intel »

Intel says made good…

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  • 24

    Jan

  • 25

    Jan

INTC

Intel

$44.82

0.34 (0.76%)

12:43
01/22/18
01/22
12:43
01/22/18
12:43
Hot Stocks
Breaking Hot Stocks news story on Intel »

Intel recommends stopping…

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  • 24

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BAC

Bank of America

$31.76

0.04 (0.13%)

12:43
01/22/18
01/22
12:43
01/22/18
12:43
Periodicals
Bank of America eliminates remaining free-checking eBanking accounts, WSJ says »

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  • 15

    Feb

MS

Morgan Stanley

$57.02

-0.44 (-0.77%)

12:38
01/22/18
01/22
12:38
01/22/18
12:38
Hot Stocks
Breaking Hot Stocks news story on Morgan Stanley »

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CAR

Avis Budget

$45.78

2.43 (5.61%)

12:35
01/22/18
01/22
12:35
01/22/18
12:35
Options
Avis Budget put volume heavy and directionally bearish »

Bearish flow noted in…

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AKTX

Akari Therapeutics

$3.59

-0.01 (-0.28%)

12:30
01/22/18
01/22
12:30
01/22/18
12:30
Conference/Events
Akari Therapeutics management to meet with William Blair »

Group luncheon to be held…

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  • 22

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12:25
01/22/18
01/22
12:25
01/22/18
12:25
Conference/Events
UBS REITs analyst holds an analyst/industry conference call »

REITs Analyst Yulico…

OMER

Omeros

$16.70

-0.02 (-0.12%)

12:24
01/22/18
01/22
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12:24
Hot Stocks
Omeros off highs following cautious Twitter mention »

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SPY

SPDR S&P 500 ETF Trust

$281.54

1.125 (0.40%)

, SPX

S&P 500

12:21
01/22/18
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12:21
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12:21
General news
Breaking General news story on SPDR S&P 500 ETF Trust, S&P 500 »

Schumer says deal reached…

SPY

SPDR S&P 500 ETF Trust

$281.54

1.125 (0.40%)

SPX

S&P 500

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AMD

AMD

$12.59

0.12 (0.96%)

12:20
01/22/18
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Options
AMD attracts a bullish three-way spread before shares tick higher »

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  • 30

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BG

Bunge

$80.40

2.84 (3.66%)

, ADM

Archer Daniels

$42.21

1.2505 (3.05%)

12:19
01/22/18
01/22
12:19
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12:19
Recommendations
Bunge, Archer Daniels, Glencore analyst commentary  »

Credit Suisse says Archer…

BG

Bunge

$80.40

2.84 (3.66%)

ADM

Archer Daniels

$42.21

1.2505 (3.05%)

GLNCY

Glencore

$11.29

-0.02 (-0.18%)

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  • 06

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$NSD

NASDAQ Market Internals

12:17
01/22/18
01/22
12:17
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12:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

12:16
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01/22
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12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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K

Kellogg

$66.78

0.16 (0.24%)

12:15
01/22/18
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12:15
Options
Kellogg put volume heavy and directionally bearish »

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  • 08

    Feb

12:10
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General news
FX Action: USD-JPY »

FX Action: USD-JPY has…

BIVV

Bioverativ

$64.11

1.36 (2.17%)

, JUNO

Juno Therapeutics

$67.81

-3.56 (-4.99%)

12:08
01/22/18
01/22
12:08
01/22/18
12:08
General news
On The Fly: Top stock stories at midday »

Stocks opened mixed, with…

BIVV

Bioverativ

$64.11

1.36 (2.17%)

JUNO

Juno Therapeutics

$67.81

-3.56 (-4.99%)

VR

Validus

$67.50

20.775 (44.47%)

SNY

Sanofi

$43.23

-1.37 (-3.07%)

CELG

Celgene

$102.65

0.93 (0.91%)

AIG

AIG

$61.03

-0.525 (-0.85%)

IDRA

Idera Pharmaceuticals

$2.55

0.145 (6.03%)

BCRX

BioCryst

$5.59

-0.09 (-1.58%)

SANM

Sanmina

$35.45

0.5 (1.43%)

ARRY

Array BioPharma

$13.14

0.26 (2.02%)

FE

FirstEnergy

$33.23

3.83 (13.03%)

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    Jun

  • 30

    Jun

SPX

S&P 500

, SPY

SPDR S&P 500 ETF Trust

$281.18

0.765 (0.27%)

12:00
01/22/18
01/22
12:00
01/22/18
12:00
Periodicals
Senators have enough votes to end government shutdown, NBC reports 

Reference Link

SPX

S&P 500

SPY

SPDR S&P 500 ETF Trust

$281.18

0.765 (0.27%)

03/08/13
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BIVV

Bioverativ

$64.11

1.36 (2.17%)

, SNY

Sanofi

$43.22

-1.385 (-3.11%)

12:00
01/22/18
01/22
12:00
01/22/18
12:00
Hot Stocks
Hemophilia makers jump after Sanofi acquires peer Bioverativ for huge premium »

Shares of drug companies…

BIVV

Bioverativ

$64.11

1.36 (2.17%)

SNY

Sanofi

$43.22

-1.385 (-3.11%)

PFE

Pfizer

$36.88

-0.06 (-0.16%)

JNJ

Johnson & Johnson

$147.21

-0.15 (-0.10%)

ALNY

Alnylam

$124.83

0.84 (0.68%)

CBIO

Catalyst Biosciences

$19.49

0.86 (4.62%)

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    Mar

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    Apr

  • 02

    May

IRIX

IRIDEX

$7.46

-0.11 (-1.45%)

12:00
01/22/18
01/22
12:00
01/22/18
12:00
Hot Stocks
BlueLine Partners reports 8.5% passive stake in IRIDEX »

In a regulatory filing,…

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