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ORCL

Oracle

$48.62

0.465 (0.97%)

14:28
02/13/18
02/13
14:28
02/13/18
14:28

Oracle transitioning to cloud faster than anticipated, says MUFG

MUFG analyst Stephen Bersey said based on conversation with Oracle CEO Mark Hurd and President of Product Development Thomas Kurian at the company's CloudWorld customer event on Monday, he believes Oracle has more "runway in its cloud transition" than previously anticipated. MUFG has an Overweight rating and $58 price target on Oracle shares.

  • 13

    Feb

ORCL Oracle
$48.62

0.465 (0.97%)

01/03/18
01/03/18
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. General Mills (GIS) upgraded to Neutral from Underweight at Piper Jaffray with analyst Michael Lavery saying he expects the company to use some of its tax reform benefit to increase "needed" brand investments. He sees the company posting 9%-10% average earnings growth over the next six quarters. 2. Ulta Beauty (ULTA) upgraded to Outperform from Market Perform at Wells Fargo with analyst Ike Boruchow saying he sees "compelling setup" for the shares in 2018 given the company's "material" tax benefit and potential for fundamental stabilization. 3. IBM (IBM) upgraded to Outperform from Sector Perform at RBC Capital with analyst Amit Daryanani citing the benefits of the mainframe cycle upgrade, a favorable FX backdrop for the first time in 3 years, recovery in hybrid IT spending leading to 1%-3% revenue growth, and attractive 11-times PE valuation. 4. Oracle (ORCL) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Keith Weiss arguing that its current low valuation with cloud expectations diminished following its last three earnings reports presents "a tactical opportunity for old fashioned earnings growth to drive the shares higher." 5. United Technologies (UTX) upgraded to Outperform from Sector Perform at RBC Capital analyst Deane Dray saying 2018 will mark the final year of margin pressure at the company's Pratt and Otis units which led to the recent underperformance. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/18/18
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.
01/23/18
NOMU
01/23/18
INITIATION
Target $64
NOMU
Buy
Oracle initiated with a Buy at Nomura Instinet
Nomura initiated Oracle with a Buy and $64 price target.
01/23/18
NOMU
01/23/18
INITIATION
Target $64
NOMU
Buy
Oracle initiated with a Buy at Nomura Instinet
Nomura Instinet analyst Christopher Eberle started Oracle with a Buy rating and $64 price target. The company's $33B on-premise business incumbency, coupled with the "deepest cloud-based application suite across ERP, HCM, and CRM," positions it "extremely well to take advantage of this rapidly changing market environment," Eberle tells investors in a research note.

TODAY'S FREE FLY STORIES

CYH

Community Health

$4.46

-0.18 (-3.88%)

15:55
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  • 22

    Aug

AMZN

Amazon.com

$1,728.40

-21.19 (-1.21%)

15:53
06/21/18
06/21
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15:53
Periodicals
Leak shows Amazon Prime Day to start on July 16, TechRadar says »

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INTC

Intel

$52.31

-1.15 (-2.15%)

15:50
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15:50
Options
Intel implied volatility moves higher as shares slide »

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  • 21

    Jun

VDMCY

Vodacom

$0.00

(0.00%)

15:49
06/21/18
06/21
15:49
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15:49
Conference/Events
Vodacom management to meet with JPMorgan »

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    Jun

PCRX

Pacira

$35.40

-4.45 (-11.17%)

, HRTX

Heron Therapeutics

$39.55

8.85 (28.83%)

15:42
06/21/18
06/21
15:42
06/21/18
15:42
Recommendations
Pacira, Heron Therapeutics analyst commentary  »

Pacira's Exparel may…

PCRX

Pacira

$35.40

-4.45 (-11.17%)

HRTX

Heron Therapeutics

$39.55

8.85 (28.83%)

03/08/13
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  • 21

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QQQ

Invesco QQQ Trust

$175.78

-1.47 (-0.83%)

15:40
06/21/18
06/21
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15:40
Options
Contrarian flow in QQQ 1day calls »

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SMSEY

Samsonite International

$0.00

(0.00%)

15:40
06/21/18
06/21
15:40
06/21/18
15:40
Conference/Events
Samsonite International management to meet with JPMorgan »

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SENS

Senseonics

$4.93

0.07 (1.44%)

15:37
06/21/18
06/21
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15:37
Hot Stocks
Senseonics up 5% after reopening following FDA approval news »

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  • 22

    Jun

WATT

Energous

$16.10

-0.61 (-3.65%)

15:35
06/21/18
06/21
15:35
06/21/18
15:35
Options
Energous put volume heavy and directionally bearish »

Bearish flow noted in…

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SENS

Senseonics

$4.93

0.07 (1.44%)

15:35
06/21/18
06/21
15:35
06/21/18
15:35
Hot Stocks
Breaking Hot Stocks news story on Senseonics »

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  • 22

    Jun

LDOS

Leidos

$57.77

-0.57 (-0.98%)

15:29
06/21/18
06/21
15:29
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15:29
Recommendations
Leidos analyst commentary  »

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  • 26

    Jul

LDOS

Leidos

$57.75

-0.59 (-1.01%)

, HRS

Harris

$143.06

-2.18 (-1.50%)

15:25
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06/21
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15:25
Periodicals
TSA terminates contract with Peraton, Washington Business Journal says »

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LDOS

Leidos

$57.75

-0.59 (-1.01%)

HRS

Harris

$143.06

-2.18 (-1.50%)

03/08/13
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  • 26

    Jul

FOSL

Fossil

$31.65

2.43 (8.32%)

15:25
06/21/18
06/21
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15:25
Options
Fossil call volume above normal and directionally bullish »

Bullish option flow…

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SPY

SPDR S&P 500 ETF Trust

$274.42

-1.58 (-0.57%)

, SPX

S&P 500

$0.00

(0.00%)

15:22
06/21/18
06/21
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15:22
Technical Analysis
Technical Take: S&P 500 at important technical juncture into the close »

Last week in a summary…

SPY

SPDR S&P 500 ETF Trust

$274.42

-1.58 (-0.57%)

SPX

S&P 500

$0.00

(0.00%)

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WFC

Wells Fargo

$54.58

0.08 (0.15%)

15:17
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Periodicals
Wells Fargo said to let go of 10 analysts to cut costs, Bloomberg reports »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

15:17
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Technical Analysis
NASDAQ market internals summary »

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$NYE

NYSE Market Internals

$0.00

(0.00%)

15:16
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NYSE market internals summary »

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SENS

Senseonics

$4.93

0.07 (1.44%)

15:15
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  • 22

    Jun

15:15
06/21/18
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General news
Treasury Closing Summary: »

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SRE

Sempra Energy

$111.85

-0.68 (-0.60%)

15:12
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CPUC rejects SGE&E, SoCalGas request to build new nat gas pipeline in San Diego »

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CSX

CSX

$64.28

-0.59 (-0.91%)

15:10
06/21/18
06/21
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15:10
Options
CSX sees increased put activity »

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  • 17

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MFG

Mizuho Financial Group

$3.37

-0.07 (-2.03%)

15:05
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Conference/Events
Mizuho Financial Group management to meet with JPMorgan »

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  • 25

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HRTX

Heron Therapeutics

$40.10

9.4 (30.62%)

15:04
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Recommendations
Heron Therapeutics analyst commentary  »

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  • 21

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SGH

Smart Global

$40.24

-0.27 (-0.67%)

15:04
06/21/18
06/21
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Options
SMART Global options imply 15.6% move in share price post-earnings »

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  • 21

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STMP

Stamps.com

$249.35

-30.95 (-11.04%)

15:02
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Stamps.com analyst commentary  »

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