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VMW

VMware

$133.27

4.05 (3.13%)

04:55
01/12/18
01/12
04:55
01/12/18
04:55

VMware management to meet with RBC Capital

Marketing with CEO Gelsinger and CFO Rowe on January 12 hosted by RBC Capital.

  • 12

    Jan

  • 17

    Jan

VMW VMware
$133.27

4.05 (3.13%)

01/02/18
DBAB
01/02/18
NO CHANGE
Target $150
DBAB
Buy
Deutsche tells Red Hat investors to not overreact to Amazon linux launch
Amazon (AMZN) Web Services prior to the holidays announced the launch of Amazon Linux 2, a free and updated version of their Linux-based server operating system that competes with Red Hat (RHT), Microsoft (MSFT) and others, Deutsche Bank analyst Karl Keirstead tells investors in a research note. New features include longer-term support and faster boot times, but the most interesting attribute is the ability to deploy Amazon Linux on-premise on virtualized servers running VMware (VMW) or Microsoft hypervisors, Keirstead tells investors. He says that while added competition, especially from Amazon, "is hardly a good thing" for Red Hat, investors should not overreact to the news. The analyst notes the Amazon Linux 2 rollout will take time and that it may compete with free Ubuntu/CentOS more than Red Hat's paid RHEL. Amazon's move results "in only a modest dent to our bullish call on Red Hat shares," Keirstead writes. He keeps a Buy rating on the stock with a $150 price target.
01/11/18
COWN
01/11/18
UPGRADE
COWN
Outperform
VMware upgraded to Outperform from Market Perform at Cowen
01/11/18
COWN
01/11/18
UPGRADE
Target $150
COWN
Outperform
VMware upgraded to Outperform at Cowen
As reported previously, Cowen analyst Gregg Moskowitz upgraded VMware (VMW) to Outperform from Market Perform. The analyst said strong data from his IT survey and recent channel checks increase his confidence in the company's ability to execute at a high level. He also noted strong demand for vSphere and strong interest in the joint AWS (AMZN) offering. Moskowitz raised his price target to $150 from $130 on VMware shares.
01/11/18
01/11/18
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. Expedia (EXPE) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Brian Nowak saying he remains bullish on the company's room night supply and HomeAway ability driving faster long-term Room Night Growth, also adding that Expedia has a history of offering conservative guidance. 2. STMicroelectronics (STM) upgraded to Outperform from Neutral at Credit Suisse with analyst Achal Sultania saying that Apple (AAPL) front-end 3D opportunity can add another $450M-$500M of incremental sales over the next 2 years and expects EBIT contribution from advanced imaging business to improve. 3. American Eagle (AEO) upgraded to Buy from Neutral at Buckingham with analyst Kelly Halsor expecting solid momentum to be driven by strong demand for fashion apparel, particularly denim, continued upside at Aeeri, a gross margin inflection in the first half 2018 driven by merchandising margin improvement, and tax reform benefits. 4. VMware (VMW) upgraded to Outperform from Market Perform at Cowen with analyst Gregg Moskowitz saying strong data from his IT survey and recent channel checks increase his confidence in the company's ability to execute at a high level. 5. Zillow (Z, ZG) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Jonathan Lanterman noting that the stock's valuation has fallen to 2-year lows after underperforming in 2017. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

IP

International Paper

$62.23

0.74 (1.20%)

12:25
01/18/18
01/18
12:25
01/18/18
12:25
Options
International Paper call volume above normal and directionally bullish »

Bullish option flow…

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FMC

FMC Corporation

$88.41

-5.45 (-5.81%)

12:23
01/18/18
01/18
12:23
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12:23
Recommendations
FMC Corporation analyst commentary  »

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BBBY

Bed Bath & Beyond

$23.40

0.39 (1.69%)

12:21
01/18/18
01/18
12:21
01/18/18
12:21
Hot Stocks
Bed Bath & Beyond recalls Hudson Comforters on mold exposure 

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COLB

Columbia Banking

$45.94

0.36 (0.79%)

12:19
01/18/18
01/18
12:19
01/18/18
12:19
Hot Stocks
Columbia Bank names Lisa Dow chief risk officer »

Columbia Bank announced…

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  • 13

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ACOR

Acorda Therapeutics

$24.75

-0.3 (-1.20%)

12:17
01/18/18
01/18
12:17
01/18/18
12:17
Periodicals
Acorda Therapeutics jumps after web report about takeover approach »

According to a report…

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$NSD

NASDAQ Market Internals

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

Volume is average for…

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$NYE

NYSE Market Internals

12:16
01/18/18
01/18
12:16
01/18/18
12:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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12:15
01/18/18
01/18
12:15
01/18/18
12:15
General news
Atlanta Fed's Q4 GDPNow estimate was raised to 3.4%: »

Atlanta Fed's Q4…

AMZN

Amazon.com

$1,295.00

-9.86 (-0.76%)

, SNE

Sony

$49.18

-0.6438 (-1.29%)

12:12
01/18/18
01/18
12:12
01/18/18
12:12
Periodicals
Amazon looks to compete in commercial films, less indies, Reuters says »

Amazon (AMZN) is looking…

AMZN

Amazon.com

$1,295.00

-9.86 (-0.76%)

SNE

Sony

$49.18

-0.6438 (-1.29%)

FOX

21st Century Fox

$36.49

0.7 (1.96%)

TWX

Time Warner

$92.31

0.14 (0.15%)

VIA

Viacom

$37.85

0.95 (2.57%)

CMCSA

Comcast

$41.68

-0.14 (-0.33%)

DIS

Disney

$111.33

-0.64 (-0.57%)

03/08/13
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  • 18

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  • 18

    Mar

MELI

MercadoLibre

$340.45

0.6 (0.18%)

12:10
01/18/18
01/18
12:10
01/18/18
12:10
Options
$45.5M option print in MercadoLibre »

$45.5M option print in…

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FMC

FMC Corporation

$87.26

-6.6001 (-7.03%)

, SQM

SQM

$57.76

-1.79 (-3.01%)

12:06
01/18/18
01/18
12:06
01/18/18
12:06
Recommendations
FMC Corporation, SQM analyst commentary  »

FMC Corporation selloff…

FMC

FMC Corporation

$87.26

-6.6001 (-7.03%)

SQM

SQM

$57.76

-1.79 (-3.01%)

03/08/13
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  • 13

    Feb

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    Mar

AXP

American Express

$100.20

-0.56 (-0.56%)

, V

Visa

$122.37

0.39 (0.32%)

12:06
01/18/18
01/18
12:06
01/18/18
12:06
Earnings
On The Fly: What to watch in credit card space earnings reports »

American Express (AXP) is…

AXP

American Express

$100.20

-0.56 (-0.56%)

V

Visa

$122.37

0.39 (0.32%)

MA

MasterCard

$164.92

0.6 (0.37%)

03/08/13
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  • 18

    Jan

  • 01

    Feb

  • 01

    Feb

DIS

Disney

$111.22

-0.75 (-0.67%)

12:03
01/18/18
01/18
12:03
01/18/18
12:03
Hot Stocks
Disney, Twitch announce multi-year content partnership »

Social video service…

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  • 18

    Jan

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    Jan

  • 06

    Feb

INTC

Intel

$44.39

1.25 (2.90%)

12:01
01/18/18
01/18
12:01
01/18/18
12:01
Hot Stocks
Intel debuts technologies, including RealSense Volumetric Content Capture »

During the 2018 Sundance…

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  • 24

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    Jan

FMC

FMC Corporation

$87.26

-6.6 (-7.03%)

, SQM

SQM

$57.49

-2.065 (-3.47%)

12:00
01/18/18
01/18
12:00
01/18/18
12:00
Recommendations
FMC Corporation, SQM analyst commentary  »

FMC Corporation pullback…

FMC

FMC Corporation

$87.26

-6.6 (-7.03%)

SQM

SQM

$57.49

-2.065 (-3.47%)

03/08/13
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  • 13

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    Mar

SBAC

SBA Communications

$161.47

1.62 (1.01%)

12:00
01/18/18
01/18
12:00
01/18/18
12:00
Options
One-day put sellers in SBA Comm »

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LGF.A

Lionsgate

$33.90

1.62 (5.02%)

, CBS

CBS

$61.09

2.19 (3.72%)

11:58
01/18/18
01/18
11:58
01/18/18
11:58
Hot Stocks
Lionsgate jumps after report on potential takeover interest »

Shares of Lionsgate…

LGF.A

Lionsgate

$33.90

1.62 (5.02%)

CBS

CBS

$61.09

2.19 (3.72%)

VIAB

Viacom

$31.96

0.58 (1.85%)

VIA

Viacom

$37.85

0.95 (2.57%)

AMZN

Amazon.com

$1,295.00

-9.86 (-0.76%)

VZ

Verizon

$52.78

1.055 (2.04%)

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  • 18

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  • 08

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    Mar

ADP

ADP

$122.05

2.66 (2.23%)

, CSOD

Cornerstone OnDemand

$39.28

0.34 (0.87%)

11:52
01/18/18
01/18
11:52
01/18/18
11:52
Conference/Events
Stephens enterprise software analyst holds analyst/industry conference call »

Enterprise Software…

ADP

ADP

$122.05

2.66 (2.23%)

CSOD

Cornerstone OnDemand

$39.28

0.34 (0.87%)

MSFT

Microsoft

$90.14

1.79 (2.03%)

ORCL

Oracle

$50.26

-0.01 (-0.02%)

PAYC

Paycom

$88.34

-0.01 (-0.01%)

PCTY

Paylocity

$49.46

0.71 (1.46%)

SAP

SAP

$111.45

0.2601 (0.23%)

ULTI

Ultimate Software

$226.26

3.48 (1.56%)

WDAY

Workday

$112.26

2.17 (1.97%)

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  • 18

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  • 26

    Jan

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    Jan

  • 06

    Feb

  • 06

    Feb

  • 07

    Feb

  • 13

    Feb

  • 26

    Feb

  • 13

    Mar

  • 14

    Mar

DXCM

Dexcom

$56.32

-0.09 (-0.16%)

, ABT

Abbott

$58.77

-0.22 (-0.37%)

11:51
01/18/18
01/18
11:51
01/18/18
11:51
Hot Stocks
Dexcom dips with Cigna deeming Abbott's Libre medically necessary »

Shares of Dexcom (DXCM)…Reference Link

DXCM

Dexcom

$56.32

-0.09 (-0.16%)

ABT

Abbott

$58.77

-0.22 (-0.37%)

CI

Cigna

$218.45

-1.915 (-0.87%)

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  • 24

    Jan

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    Feb

  • 26

    Feb

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    Feb

MBI

MBIA

$7.38

-0.01 (-0.14%)

11:50
01/18/18
01/18
11:50
01/18/18
11:50
Options
Large option blocks in MBIA as a defensive play is adjusted »

Large option blocks in…

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GNC

GNC Holdings

$4.72

1.25 (36.02%)

11:48
01/18/18
01/18
11:48
01/18/18
11:48
Recommendations
GNC Holdings analyst commentary  »

GNC Holdings options…

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IBM

IBM

$169.22

0.57 (0.34%)

11:41
01/18/18
01/18
11:41
01/18/18
11:41
Technical Analysis
Technical Earnings Preview: IBM in a bullish pattern ahead of earnings »

There is an active small…

03/08/13
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  • 18

    Jan

MAT

Mattel

$15.16

0.04 (0.26%)

11:40
01/18/18
01/18
11:40
01/18/18
11:40
Options
Flurry of activity in Mattel as Jan 26th 16.5 calls double in value »

Flurry of activity in…

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  • 01

    Feb

11:40
01/18/18
01/18
11:40
01/18/18
11:40
General news
FX Action: USD-JPY »

FX Action: USD-JPY…

NAV

Navistar

$43.42

-0.37 (-0.84%)

, PCAR

Paccar

$76.54

0.57 (0.75%)

11:39
01/18/18
01/18
11:39
01/18/18
11:39
Recommendations
Navistar, Paccar, Cummins, Allison Transmission, Eaton analyst commentary  »

Class 8 truck retail…

NAV

Navistar

$43.42

-0.37 (-0.84%)

PCAR

Paccar

$76.54

0.57 (0.75%)

CMI

Cummins

$183.58

-0.11 (-0.06%)

ALSN

Allison Transmission

$44.37

-0.23 (-0.52%)

ETN

Eaton

$83.46

-0.14 (-0.17%)

03/08/13
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  • 01

    Feb

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