Breaking News Instant updates and real-time market news.

VMW

VMware

$137.96

1.27 (0.93%)

16:19
01/23/18
01/23
16:19
01/23/18
16:19

VMware initiated with a Reduce at Nomura Instinet

Nomura initiated VMware with a Reduce and $108 price target.

VMW VMware
$137.96

1.27 (0.93%)

01/18/18
JEFF
01/18/18
NO CHANGE
JEFF
Jefferies sees more upside in Software stocks despite 'rich' valuations
Despite "rich" valuations, Software stocks have room for appreciation, Jefferies analyst John DiFucci tells investors in a research note. The analyst says "secular forces" are as positive as he's seen in nearly two decades of covering Software due to advances in foundational computing tech, while cyclical forces "are also on the upswing." Lower corporate tax rates will benefit some in the sector while repatriation may benefit all, DiFucci contends. The analyst's top picks for 2018 are Oracle (ORCL), Palo Alto Networks (PANW) and Apptio (APTI). He upgraded this morning Alarm.com (ALRM) and Nice (NICE) to Buy from Hold while downgrading Symantec (SYMC) to Underperform from Hold. The analyst also raised his price target for Buy-rated RingCentral (RNG) to $60 from $52, Buy-rated Splunk (SPLK) to $105 from $88 and Buy-rated VMware (VMW) to $165 from $140.
01/17/18
RBCM
01/17/18
NO CHANGE
Target $150
RBCM
Outperform
VMware price target raised to $150 from $137 at RBC Capital
RBC Capital analyst Matt Hedberg raised his price target on VMWare to $150 and kept his Outperform rating, saying he "feels better" about his positive view on the company's hybrid and cross-cloud drivers. Hedberg contends that VMWare is an "under-owned name in large-cap software with several drivers and a reasonable free cash flow valuation". He continues to have a positive view on the benefits from "Act 1 of compute virtualization" and "Act 2 of network virtualization".
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.
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.

TODAY'S FREE FLY STORIES

EGN

Energen

$56.82

2.52 (4.64%)

16:52
02/25/18
02/25
16:52
02/25/18
16:52
Conference/Events
Energen management to meet with Morgan Stanley »

Meetings to be held in…

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

See Street Research during your Free Trial

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

AYX

Alteryx

$33.38

-0.37 (-1.10%)

16:32
02/25/18
02/25
16:32
02/25/18
16:32
Hot Stocks
Alteryx acquires master distributor, Alteryx ANZ in Sydney »

Alteryx completes the…

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

See Street Research during your Free Trial

ICL

ICL

$4.43

0.08 (1.84%)

, NSTC

Ness Technologies

16:30
02/25/18
02/25
16:30
02/25/18
16:30
Hot Stocks
ICL names Raviv Zoller as new CEO »

ICL's (ICL) Board…

ICL

ICL

$4.43

0.08 (1.84%)

NSTC

Ness Technologies

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

See Street Research during your Free Trial

LJPC

La Jolla

$32.15

-0.46 (-1.41%)

16:27
02/25/18
02/25
16:27
02/25/18
16:27
Hot Stocks
La Jolla: Phase 3 GIAPREZA study results published in Critical Care Medicine »

La Jolla Pharmaceutical…

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

See Street Research during your Free Trial

  • 28

    Feb

NEXA

Nexa Resources

$19.43

-0.52 (-2.61%)

16:14
02/25/18
02/25
16:14
02/25/18
16:14
Conference/Events
Nexa Resources management to meet with Morgan Stanley »

Meeting to be held in New…

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

See Street Research during your Free Trial

15:47
02/25/18
02/25
15:47
02/25/18
15:47
Conference/Events
JPMorgan healthcare analyst to hold an analyst/industry conference call »

Analyst Peterson, along…

MDT

Medtronic

$80.39

-0.02 (-0.02%)

15:41
02/25/18
02/25
15:41
02/25/18
15:41
Conference/Events
Medtronic participates in a conference call with JPMorgan »

Medical Technology…

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

See Street Research during your Free Trial

  • 14

    Mar

  • 23

    Mar

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

, BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

16:26
02/24/18
02/24
16:26
02/24/18
16:26
Hot Stocks
Buffett believes Berkshire can handle $400B mega-catastrophe »

In his annual letter to…

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

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

See Street Research during your Free Trial

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

, BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

16:19
02/24/18
02/24
16:19
02/24/18
16:19
Periodicals
Buffet says laments inability to find targets for Berkshire to buy, Reuters says »

Warren Buffett lamented…

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

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

See Street Research during your Free Trial

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

, BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

16:16
02/24/18
02/24
16:16
02/24/18
16:16
Periodicals
Berkshire Hathaway reports record profit fueled by tax reform, Reuters says »

Berkshire Hathaway…

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

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

See Street Research during your Free Trial

TWTR

Twitter

$32.66

0.55 (1.71%)

16:12
02/24/18
02/24
16:12
02/24/18
16:12
Periodicals
Twitter's SoundCloud investment officially wiped out, Recode reports »

Twitter has written off…

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

See Street Research during your Free Trial

  • 26

    Feb

  • 28

    Feb

  • 07

    Mar

AAPL

Apple

$175.50

3 (1.74%)

16:08
02/24/18
02/24
16:08
02/24/18
16:08
Periodicals
Apple to store sensitive encryption keys in China, WSJ reports »

Apple will start to store…

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

See Street Research during your Free Trial

VLKAY

Volkswagen

$40.98

0.09 (0.22%)

16:00
02/24/18
02/24
16:00
02/24/18
16:00
Periodicals
Volkswagen's U.S. unit settles emissions suit, Reuters reports »

Volkswagen's unit in…

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

See Street Research during your Free Trial

DAL

Delta Air Lines

$53.46

0.91 (1.73%)

, UAL

United Continental

$67.57

0.87 (1.30%)

15:56
02/24/18
02/24
15:56
02/24/18
15:56
Periodicals
Delta, United Airlines cut ties with NRA, Reuters reports »

Delta Air Lines (DAL) and…

DAL

Delta Air Lines

$53.46

0.91 (1.73%)

UAL

United Continental

$67.57

0.87 (1.30%)

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

See Street Research during your Free Trial

  • 21

    Mar

  • 30

    May

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

, BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

15:53
02/24/18
02/24
15:53
02/24/18
15:53
Earnings
Berkshire Hathaway reports Q4 operating EPS $3,338, consensus $2,622.23 »

Reports FY17 operating…

BRK.A

Berkshire Hathaway

$304,020.01

2616.01 (0.87%)

BRK.B

Berkshire Hathaway

$202.76

2.03 (1.01%)

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

See Street Research during your Free Trial

TWX

Time Warner

$94.70

0.33 (0.35%)

, T

AT&T

$36.72

0.25 (0.69%)

15:44
02/24/18
02/24
15:44
02/24/18
15:44
Periodicals
May be time to consider Time Warner, Barron's says »

Time Warner (TWX) shares…

TWX

Time Warner

$94.70

0.33 (0.35%)

T

AT&T

$36.72

0.25 (0.69%)

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

See Street Research during your Free Trial

  • 26

    Feb

  • 26

    Feb

  • 27

    Feb

  • 28

    Feb

  • 01

    Mar

  • 01

    Mar

  • 05

    Mar

  • 06

    Mar

  • 23

    Apr

JKHY

Jack Henry

$121.95

1.79 (1.49%)

12:59
02/24/18
02/24
12:59
02/24/18
12:59
Conference/Events
Jack Henry management to meet with Stephens »

Meetings to be held in…

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

See Street Research during your Free Trial

  • 27

    Feb

  • 28

    Feb

PFBC

Preferred Bank

$64.05

0.86 (1.36%)

12:52
02/24/18
02/24
12:52
02/24/18
12:52
Conference/Events
Preferred Bank management to meet with Stephens »

Meetings to be held in…

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

See Street Research during your Free Trial

  • 27

    Feb

  • 13

    Mar

  • 24

    Sep

R

Ryder

$74.54

0.19 (0.26%)

12:47
02/24/18
02/24
12:47
02/24/18
12:47
Conference/Events
Ryder management to meet with Stephens »

Meetings to be held in…

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

See Street Research during your Free Trial

  • 27

    Feb

  • 28

    Feb

ASPU

Aspen Group

$8.85

1.48 (20.08%)

12:29
02/24/18
02/24
12:29
02/24/18
12:29
Conference/Events
Aspen Group to hold a conference call »

Management holds a…

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

See Street Research during your Free Trial

  • 11

    Mar

TWTR

Twitter

$32.66

0.55 (1.71%)

, AOBC

American Outdoor Brands

$10.00

-0.12 (-1.19%)

10:47
02/24/18
02/24
10:47
02/24/18
10:47
Hot Stocks
Week in review: How Trump's policies moved stocks »

Catch up on the top…

TWTR

Twitter

$32.66

0.55 (1.71%)

AOBC

American Outdoor Brands

$10.00

-0.12 (-1.19%)

RGR

Sturm, Ruger

$49.90

0.9 (1.84%)

X

U.S. Steel

$43.52

0.54 (1.26%)

STLD

Steel Dynamics

$47.47

-0.53 (-1.10%)

NUE

Nucor

$66.94

-0.01 (-0.01%)

AKS

AK Steel

$5.50

-0.12 (-2.14%)

AET

Aetna

$175.55

0.49 (0.28%)

ANTM

Anthem

$235.24

1.56 (0.67%)

CNC

Centene

$100.45

0.96 (0.96%)

CI

Cigna

$194.79

2.89 (1.51%)

HNT

Health Net

HUM

Humana

$271.19

3.38 (1.26%)

MOH

Molina Healthcare

$72.94

1.38 (1.93%)

UNH

UnitedHealth

$230.16

3.07 (1.35%)

WCG

WellCare

$192.05

0.03 (0.02%)

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

See Street Research during your Free Trial

  • 25

    Feb

  • 26

    Feb

  • 26

    Feb

  • 28

    Feb

  • 01

    Mar

  • 07

    Mar

  • 13

    Mar

  • 16

    Apr

  • 30

    May

DBX

Dropbox

, SNAP

Snap

$17.45

-0.06 (-0.34%)

09:49
02/24/18
02/24
09:49
02/24/18
09:49
Periodicals
Dropbox IPO bodes well, Barron's says »

In a follow-up article…

DBX

Dropbox

SNAP

Snap

$17.45

-0.06 (-0.34%)

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

See Street Research during your Free Trial

  • 07

    Mar

IPG

Interpublic Group

$24.24

0.3 (1.25%)

, OMC

Omnicom

$77.31

0.52 (0.68%)

09:42
02/24/18
02/24
09:42
02/24/18
09:42
Periodicals
Advertising companies cheaper than usual, Barron's says »

After a tumble last year,…

IPG

Interpublic Group

$24.24

0.3 (1.25%)

OMC

Omnicom

$77.31

0.52 (0.68%)

PUBGY

Publicis

$18.82

0.09 (0.48%)

WPP

WPP

$95.30

0.93 (0.99%)

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

See Street Research during your Free Trial

  • 26

    Feb

  • 05

    Mar

MSFT

Microsoft

$94.06

2.33 (2.54%)

, INTC

Intel

$47.73

1.93 (4.21%)

09:36
02/24/18
02/24
09:36
02/24/18
09:36
Periodicals
Quantum computing soon to be reality, Barron's says »

Microsoft (MSFT) predicts…

MSFT

Microsoft

$94.06

2.33 (2.54%)

INTC

Intel

$47.73

1.93 (4.21%)

NVDA

Nvidia

$245.93

3.78 (1.56%)

MU

Micron

$46.53

2.28 (5.15%)

GOOG

Alphabet

$1,126.79

20.16 (1.82%)

GOOGL

Alphabet Class A

$1,128.09

18.19 (1.64%)

AMZN

Amazon.com

$1,500.00

14.66 (0.99%)

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

See Street Research during your Free Trial

  • 26

    Feb

  • 26

    Feb

  • 28

    Feb

  • 28

    Feb

  • 07

    Mar

  • 07

    Mar

  • 13

    Mar

  • 14

    Mar

  • 18

    Mar

  • 22

    Mar

  • 22

    Mar

  • 23

    Mar

  • 26

    Mar

  • 27

    Mar

  • 28

    Mar

  • 30

    May

AMZN

Amazon.com

$1,500.00

14.66 (0.99%)

09:26
02/24/18
02/24
09:26
02/24/18
09:26
Periodicals
Many downsides when Amazon's HQ2 comes to town, Barron's says »

As Amazon decides on the…

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

See Street Research during your Free Trial

  • 26

    Feb

  • 18

    Mar

Get Full Fly Access

Breaking market intelligence sent straight to you
Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.
Up-to-date information on important industry events
Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.
News focused on the companies in your portfolio
Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.