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AMD

AMD

$11.52

-0.18 (-1.54%)

, MSFT

Microsoft

$96.77

0.23 (0.24%)

10:09
03/13/18
03/13
10:09
03/13/18
10:09

AMD processors severe security advisory announced by CTS Labs

CTS Labs, a cyber-security research firm and consultancy, released a severe security advisory on Advanced Micro Devices (AMD) processors. A CTS Labs security audit revealed multiple critical security vulnerabilities and manufacturer backdoors in AMD's latest EPYC, Ryzen, Ryzen Pro, and Ryzen Mobile processors. These vulnerabilities have the potential to put organizations at significantly increased risk of cyber-attacks. CTS Labs has produced a white paper report further detailing these vulnerabilities available at amdflaws.com. CTS Labs has also shared this information with AMD, Microsoft (MSFT), HP (HPQ), Dell, and select security companies, in order that they may work on developing mitigations and patches, and examine and research these and any other potential vulnerabilities at the Company. CTS Labs has also shared this information with relevant U.S. regulators.

AMD

AMD

$11.52

-0.18 (-1.54%)

MSFT

Microsoft

$96.77

0.23 (0.24%)

HPQ

HP Inc.

$24.00

0.3043 (1.28%)

  • 13

    Mar

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    Apr

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    May

AMD AMD
$11.52

-0.18 (-1.54%)

02/01/18
02/01/18
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. eBay (EBAY) upgraded to Outperform from Sector Perform at RBC Capital with analyst Mark Mahaney citing the "ongoing acceleration in Marketplace gross merchandise volume, the surprise announcement that eBay will intermediate payments, and materially ramped up share repurchases." 2. Textron (TXT) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Rajeev Lalwani citing the growing chances he sees of a bizjet recovery, the stock's relative underperformance over the last year and upside levers that include R&D cuts, M&A, or more capital returns. 3. Invesco (IVZ) upgraded to Outperform from Neutral at Credit Suisse with analyst Craig Siegenthaler saying the operating expense reset with yesterday's fourth quarter results, recent sell-side downgrades, and share price underperformance over the last six months presents an upgrade opportunity and attractive valuation. 4. Baker Hughes (BHGE) upgraded to Neutral from Sell at Goldman Sachs with analyst Waqar Syed saying he believes expectations have been reset lower over the last six months and highlights his firm's more favorable commodity price outlook. 5. AMD (AMD) upgraded to Buy from Hold at Argus with analyst Jim Kelleher saying the latest quarterly results demonstrate the "sustainability of the company's return to consistent profitability and top and bottom-line growth." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/20/18
RBCM
02/20/18
NO CHANGE
RBCM
Outperform
Chances of Bitmain making 'Ethereum' chip now higher, says RBC Capital
Following reports that Bitmain is working on a chip to specifically mine for "GPU" based crypto currencies like Ethereum, RBC Capital analyst Mitch Steves said he thinks the chances of such a specific chip being made has risen and he would not be surprised to see one in 2018 if those coins continue to appreciate. If a new chip is made by Bitmain for this market, Steves thinks it would take crypto demand away for both AMD (AMD) and Nvidia (NVDA), though any such drop off would have a smaller impact on Nvidia than AMD, he believes. Steves keeps an Outperform rating on Nvidia shares.
02/23/18
BOFA
02/23/18
NO CHANGE
BOFA
Buy
Buy Nvidia and AMD on accelerating gaming and crypto trends, says BofA/Merrill
BofA/Merrill analyst Vivek Arya says Nvidia (NVDA) is his top pick while AMD (AMD) should also be bought, given the accelerating trends projecting growth in PC gaming, cryptocurrency and game consoles. The analyst views PC gaming as a secular rather than a cyclical market that can grow at an annualized 19% rate through FY20, while also noting expanding adoption, favorable competitive dynamics, and new gaming formats such as eSports and VR. Arya states that "new products, improved availability and firmer pricing of gaming GPU" will help offset "large modeled declines in crypto-miner demand.products". For Nvidia, the analyst points to March 27th analyst day as the next potential catalyst when the company may launch new gaming products. Arya rates both Nvidia and AMD at Buy.
03/12/18
JEFF
03/12/18
NO CHANGE
JEFF
Jefferies sees upcoming Spielberg movie as catalyst for AMD, Nvidia shares
The Steven Spielberg-directed movie "Ready Player One," scheduled for release on March 29, could be a catalyst for AMD (AMD) and Nvidia (NVDA) shares, Jefferies analyst Mark Lipacis tells investors in a research note. The movie, which depicts a future dystopian society where everyone either lives or escapes into a virtual world called the OASIS, will drive sales of virtual reality headsets that require high-performance graphics processing units from AMD and Nvidia, Lipacis contends. He notes that opening weekend ticket sale projections range from $35M to $60M.
MSFT Microsoft
$96.77

0.23 (0.24%)

02/20/18
LOOP
02/20/18
UPGRADE
Target $21
LOOP
Buy
HP Enterprise upgraded to Buy from Hold at Loop Capital
Loop Capital analyst Ananda Baruah upgraded HP Enterprise (HPE) to Buy and raised her price target for the shares to $21 from $14.50. The analyst sees "multiple catalysts" over the next 8-12 quarters. She believes HP Enterprise can generate 30c per share in incremental earnings from its NEXT initiative cost savings and an additional 20c from extinguishing its buyback authorization of $5B by fiscal 2020. Further, Baruah thinks the company's Tier 1 Cloud business with Microsoft (MSFT) is no longer declining.
03/12/18
DBAB
03/12/18
NO CHANGE
Target $120
DBAB
Buy
Microsoft price target raised to $120 from $115 at Deutsche Bank
Deutsche Bank analyst Karl Keirstead raised his price target for Microsoft to $120 after hosting a group of investors in Seattle at the company's headquarters. The tone around the "huge" Office and Server Product segments as well as the emerging Azure business is improving, Keirstead tells investors in a research note. The analyst also sees signs of accelerating overall IT spending growth. He keeps a Buy rating on Microsoft shares.
03/09/18
PIPR
03/09/18
NO CHANGE
Target $134
PIPR
Overweight
Proofpoint price target raised to $134 from $123 at Piper Jaffray
Piper Jaffray analyst Andrew Nowinski raised his price target for Proofpoint (PFPT) to $134 after hosting investor meetings with CEO Gary Steele. The analyst believes the guidance management provided for Wombat in 2018 is likely conservative. Microsoft (MSFT) seems to be less focused on the security value of its E5 solution, which should result in continued market share gains for Proofpoint, Nowinski tells investors in a research note. The analyst reiterates an Overweight rating on Proofpoint shares.
02/15/18
JEFF
02/15/18
UPGRADE
Target $132
JEFF
Buy
Salesforce upgraded to Buy from Hold at Jefferies
Jefferies analyst John DiFucci upgraded Salesforce (CRM) to Buy and raised his price target for the shares to $132 from $97. Recent field checks indicate continued strong enterprise traction as well improved commercial segment momentum, likely due to moderating Microsoft (MSFT) competition, DiFucci tells investors in a research note. The analyst sees "meaningful" billings upside in Q4 and "many engines of growth" to Salesforce achieving its long-term targets. He views the valuation as reasonable at current share levels.
HPQ HP Inc.
$24.00

0.3043 (1.28%)

02/23/18
SBSH
02/23/18
NO CHANGE
Target $27
SBSH
Buy
HP Inc. is growing, and this is 'not a typo,' says Citi
Citi analyst Jim Suva points out that Q1 marked the fourth consecutive quarter that HP Inc. saw both PC and Printing sales growth year-over-year. In a research note partially titled "Not A Typo: HP is Growing," Suva keeps a Buy rating on HP shares with a $27 price target. The company showed it continues to outgrow the market with a "strong brand and continued PC innovation," Suva contends. He adds that PC end markets are seeing the best demand in five years.
02/26/18
JPMS
02/26/18
UPGRADE
Target $28
JPMS
Overweight
HP Inc. upgraded to Overweight from Neutral at JPMorgan
JPMorgan analyst Paul Coster upgraded HP Inc. to Overweight with a $28 price target citing valuation following the company's Q1 results. The analyst believes the shares may now look attractive for value investors and sees U.S. tax reform and foreign currency moves as tailwinds.
02/26/18
02/26/18
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. UPS (UPS) upgraded to Buy from Hold at Loop Capital by analyst Rick Paterson, who attributed the recent selloff, in part, to news on February 9 that Amazon (AMZN) plans to offer some limited parcel delivery services to third parties. The analyst believes concerns around Amazon "may be a little overblown." Paterson believes Amazon represents about 4%-6% of "lower margin" revenues at UPS. If all of that is ultimately brought into Amazon's own network, "that's hardly a disaster," he contended. 2. Schlumberger (SLB) upgraded to Buy from Neutral at BofA/Merrill by analyst Timna Tanners, who said shares underperformed and fund ownership fell in 2017 as investor focus shifted towards more shale-focused names. Tanners believes the oil/gas price recovery cycle will shift focus to International with activity slowing recovering and pricing firming more in 2019. Further, the analyst believes SPM's contribution is underappreciated and expects a project payoff and/or stake sale in 2019. 3. HP Inc (HPQ) upgraded to Overweight from Neutral at JPMorgan by analyst Paul Coster, who cited valuation following the company's Q1 results. The analyst believes the shares may now look attractive for value investors and sees U.S. tax reform and foreign currency moves as tailwinds. 4. Finish Line (FINL) upgraded to Positive from Neutral at Susquehanna by analyst Sam Poser, who said channel checks indicate that sales and promotional trends in Q4 were not as bad as its guidance anticipated. He believes management has better positioned the company's marketing and promotional calendar as an adjustment to the late tax refund checks. 5. Duke Energy (DUK) upgraded to Buy from Hold at Deutsche Bank (DB) by analyst Jonathan Arnold, who said Friday's constructive order from the North Carolina Utilities Commission in the Duke Energy Progress rate case effectively allows recovery of a majority of the utility's historical costs related to coal ash basin closures. He sees the order as largely resolving the outstanding regulatory risk associated with coal ash cost recovery in North Carolina and likely offering a positive read-across to the larger Duke Energy Carolinas rate case. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/22/18
PIPR
02/22/18
INITIATION
Target $26
PIPR
Overweight
Pure Storage initiated with an Overweight at Piper Jaffray
Piper Jaffray analyst Andrew Nowinski started Pure Storage (PSTG) with an Overweight rating and $26 price target. The analyst believes the company will continue taking share from the legacy storage vendors, including Dell Technologies (DVMT), HP (HPQ) and IBM (IBM). Pure Storage's path to sustainable profitability is within reach, which should provide support for the valuation, Nowinski contends.

TODAY'S FREE FLY STORIES

XRX

Xerox

$21.25

-0.02 (-0.09%)

12:25
12/18/18
12/18
12:25
12/18/18
12:25
Options
Xerox call volume above normal and directionally bullish »

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BPMUF

Basilea Pharmaceutica

$0.00

(0.00%)

12:25
12/18/18
12/18
12:25
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12:25
Conference/Events
Cantor Fitzgerald pharma analysts to hold an analyst/industry conference call »

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  • 18

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12:25
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12/18
12:25
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12:25
Conference/Events
Federal Reserve Board to hold a closed meeting »

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GM

General Motors

$35.20

0.54 (1.56%)

12:23
12/18/18
12/18
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12:23
Periodicals
GM to cut 50 jobs at Detroit lithium-ion battery assembly plant, Reuters reports »

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PVH

PVH Corp.

$93.27

1.92 (2.10%)

12:21
12/18/18
12/18
12:21
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Hot Stocks
PVH Corp. CEO Chirico acquires 10,000 shares for $95.51 »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

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

Volume is above average…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

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

Volume is average for…

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XOXO

XO Group

$35.00

0.015 (0.04%)

12:12
12/18/18
12/18
12:12
12/18/18
12:12
Hot Stocks
XO Group shareholders approve merger with WeddingWire »

XO Group announced that,…

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VLKAY

Volkswagen

$0.00

(0.00%)

12:07
12/18/18
12/18
12:07
12/18/18
12:07
Hot Stocks
DOJ says Germany's IAV GmbH to Pay $35M fine for role in VW emissions fraud »

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DSW

DSW

$24.00

0.78 (3.36%)

12:05
12/18/18
12/18
12:05
12/18/18
12:05
Options
DSW call volume above normal and directionally bullish »

Bullish option flow…

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LXFR

Luxfer

$19.06

-2.36 (-11.02%)

12:00
12/18/18
12/18
12:00
12/18/18
12:00
Hot Stocks
Luxfer falls -10.9% »

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  • 18

    Dec

BPT

BP Prudhoe Bay

$22.75

-2.745 (-10.77%)

12:00
12/18/18
12/18
12:00
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12:00
Hot Stocks
BP Prudhoe Bay falls -11.2% »

BP Prudhoe Bay is down…

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DGAZ

VelocityShares 3x Inv Natural Gas ETN

$81.94

-11.81 (-12.60%)

12:00
12/18/18
12/18
12:00
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12:00
Hot Stocks
VelocityShares 3x Inv Natural Gas ETN falls -12.4% »

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DWT

Britannia Bulk

$16.08

1.7 (11.82%)

12:00
12/18/18
12/18
12:00
12/18/18
12:00
Hot Stocks
Britannia Bulk rises 11.7% »

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UGAZ

VelocityShares 3x Long Natural Gas ETN

$81.37

8.68 (11.94%)

12:00
12/18/18
12/18
12:00
12/18/18
12:00
Hot Stocks
VelocityShares 3x Long Natural Gas ETN rises 11.9% »

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NAV

Navistar

$26.90

3.06 (12.84%)

12:00
12/18/18
12/18
12:00
12/18/18
12:00
Hot Stocks
Navistar rises 12.8% »

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  • 18

    Dec

VLKAY

Volkswagen

$0.00

(0.00%)

11:57
12/18/18
12/18
11:57
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11:57
Periodicals
Volkswagen seen gaining edge in German test case, Bloomberg says »

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TWLO

Twilio

$84.00

-3.45 (-3.95%)

11:55
12/18/18
12/18
11:55
12/18/18
11:55
Options
Twilio put volume heavy and directionally bearish »

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  • 19

    Dec

  • 20

    Dec

11:55
12/18/18
12/18
11:55
12/18/18
11:55
Conference/Events
RBC Capital retail-hardlines analyst to hold a group luncheon »

Retail/Hardlines Analyst…

ADTN

Adtran

$10.92

-0.05 (-0.46%)

11:51
12/18/18
12/18
11:51
12/18/18
11:51
Earnings
Adtran announces CAF II solutions to address rural U.S. areas without broadband »

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11:50
12/18/18
12/18
11:50
12/18/18
11:50
General news
FX Action: USD-CAD »

FX Action: USD-CAD has…

FB

Facebook

$143.24

2.93 (2.09%)

11:47
12/18/18
12/18
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11:47
Hot Stocks
Facebook COO Sandberg says needs to step up efforts to curb misinformation »

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AMT

American Tower

$162.39

1.47 (0.91%)

11:45
12/18/18
12/18
11:45
12/18/18
11:45
Conference/Events
American Tower management to meet with SunTrust »

Group luncheon to be held…

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  • 18

    Dec

CPRX

Catalyst Pharmaceuticals

$2.43

0.085 (3.62%)

, ENDP

Endo

$9.45

(0.00%)

11:43
12/18/18
12/18
11:43
12/18/18
11:43
Hot Stocks
Catalyst Pharmaceuticals, Endo sign definitive agreement for vigabatrin tablets »

Catalyst Pharmaceuticals…

CPRX

Catalyst Pharmaceuticals

$2.43

0.085 (3.62%)

ENDP

Endo

$9.45

(0.00%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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TEVA

Teva

$17.39

-0.26 (-1.47%)

11:40
12/18/18
12/18
11:40
12/18/18
11:40
Options
Put buyer in Teva Pharmaceuticals appears to adjust week-old position »

Put buyer in Teva…

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