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FB

Facebook

$159.79

6.76 (4.42%)

, MSFT

Microsoft

$91.27

1.88 (2.10%)

13:34
03/31/18
03/31
13:34
03/31/18
13:34

Investors may want to look at Microsoft to play tech-stock downdraft, Barron's

For the past two weeks, large-cap technology stocks have sold off on investor concerns following the data crisis at Facebook (FB), Bill Luby writes in this week's edition of Barron's. One collateral-damage victim has been Microsoft (MSFT), and it is "easy to argue" that the downturn in its shares is overdone, Luby contends, adding that the tech giant's strong fundamentals, combined with good technical support for its shares just below their recent price, make the company's stock a strong candidate for a rebound. Reference Link

FB

Facebook

$159.79

6.76 (4.42%)

MSFT

Microsoft

$91.27

1.88 (2.10%)

  • 11

    Apr

FB Facebook
$159.79

6.76 (4.42%)

03/28/18
RBCM
03/28/18
NO CHANGE
Target $242
RBCM
Outperform
Adobe digital marketing to see 'limited disruption', says RBC Capital
RBC Capital analyst Ross MacMillan writes that Adobe's (ADBE) Digital Marketing Summit was timely amid renewed data privacy and social media advertising related scandals at Facebook (FB). The analyst says that the discussions with the company's customers and partners regarding increased scrutiny in the space suggest that Adobe "remains well placed to serve this market" and will see only a limited near-term disruption. MacMillan adds that the likelihood of "greater fragmentation" in social media advertising from regulatory changes will be positive for Adobe as a "digital marketing platform vendor that solves complexity". The analyst keeps his Outperform rating and $242 price target.
03/29/18
WEDB
03/29/18
NO CHANGE
Target $260
WEDB
Outperform
Facebook to weather controversy surrounding data breach, says Wedbush
Following an advisor call with IgnitionOne's CEO and Founder, Will Margiloff, Wedbush analyst Michael Pachter says that notwithstanding heightened scrutiny and elevated legislative and regulatory risk, Facebook should weather the controversy surrounding its Cambridge Analytica data breach. The analyst expects the company to continue to invest in various initiatives, with the majority, if not all, of those initiatives generating substantial EBITDA growth in years to come. Pachter reiterates an Outperform rating and $260 price target on Facebook's shares.
03/29/18
SPHN
03/29/18
NO CHANGE
Target $32
SPHN
Overweight
Stephens cuts Acxiom estimates on Facebook news, but would be a buyer of shares
Stephens analyst Brett Huff noted Facebook's (FB) announcement that it will stop buying third-party data from Acxiom (ACXM) and others, which he views as having "strange logic" and the effect of reducing the targeting accuracy of Facebook's advertisers' ads. Huff lowered his FY19 Audience segment revenue and pro forma EBITDA for Acxiom by about $25M each and cut his price target on the stock to $32 from $35. However, he keeps an Overweight rating on Acxiom and would be a buyer of the shares, as he believes that the ability of LiveRamp to deliver first-party data to Facebook likely remains intact and he still thinks the AMS asset will likely be sold, though possibly at a lower price and/or longer timeframe.
03/29/18
RHCO
03/29/18
NO CHANGE
Target $225
RHCO
Buy
Facebook sell-off is 'overdone', says SunTrust
SunTrust analyst Youssef Squali writes that the 17% decline in the stock price of Facebook (FB) since the emergence of the Cambridge Analytica scandal last week is overdone, keeping his Buy rating and $225 price target. Squali notes that the digital advertisers he spoke with are not leaving the platform because of Facebook's marketing effectiveness and also sees few signs of "users fleeing Facebook en masse". The analyst further points to "compelling valuation" on the shares, the likelihood of limited regulatory actions, and the history of the spillover from other data breach instances impacting companies like Yahoo (AABA) and Equifax (EFX) eventually passing.
MSFT Microsoft
$91.27

1.88 (2.10%)

03/20/18
STFL
03/20/18
DOWNGRADE
Target $53
STFL
Hold
Stifel finds Oracle results 'concerning,' downgrades shares to Hold
Stifel analyst Brad Reback downgraded Oracle (ORCL) to Hold from Buy following last night's Q3 earnings report. The company's sales results were again "mixed" with cloud revenue near the lower end of constant currency guidance, Reback tells investors in a research note partially titled "Where's The Beef?" He notes Oracle's Q4 cloud and total revenue guidance missed consensus expectations. The analyst finds the results and outlook "concerning," especially when considering the strong results posted by peers like Microsoft (MSFT), Salesforce (CRM) and Adobe (ADBE). Reback has a $53 price target for Oracle shares. The stock in premarket trading is down 8% to $47.70.
03/21/18
ARGS
03/21/18
NO CHANGE
Target $61
ARGS
Buy
Oracle's soft Q4 cloud revenue view spooked the market, says Argus
Argus analyst Joseph Bonner writes that while Oracle (ORCL) posted a beat on Q3 earnings and revenue, along with a "remarkable" margin expansion, investors were spooked by lower than expected outlook for cloud revenue growth in Q4. The analyst contends that the company's key task is conversion of its blue-chip customer base to the cloud, as cloud computing becomes a standard in the next 3-5 years. Bonner adds that Oracle is also competing with "deep-pocketed" technology giants - Amazon (AMZN) Web Services, Microsoft's (MSFT) Azure, and Google (GOOG). The analyst remains positive on Oracle's prospects with a Buy rating and a $61 price target, pointing to the company's strong dividend growth, share buyback program, and below-peer valuation metrics.
03/26/18
MSCO
03/26/18
NO CHANGE
Target $130
MSCO
Overweight
Microsoft has path to $1T market cap, says Morgan Stanley
Morgan Stanley analyst Keith Weiss said Microsoft's (MSFT) Public Cloud offering is differentiated from those of cloud giants Amazon (AMZN) and Google (GOOGL) as it spans from core Infrastructure Services to Platform-as-a-Service capabilities and up the stack to the application layer. This combination of Public Cloud assets paired with Microsoft's large existing customer base, developer base, expansive distribution channel, and strong on-premise technology will likely drive continuing share gains over the next three years, contends Weiss. The analyst, who thinks Microsoft looks poised to maintain a dominant position in a public cloud market, also now forecasts improving gross and operating margins for the company over the next three years. Given all of this, Weiss called Microsoft his top pick, increased his price target on the shares to $130 from $110, and noted that he sees the company having a path to $50B in EBIT and a $1 trillion market cap.
03/27/18
BOFA
03/27/18
NO CHANGE
Target $210
BOFA
Buy
BofA/Merrill cuts Facebook target to $210 on increased regulatory risk
Bank of America Merrill Lynch analyst Justin Post cut his price target for shares of Facebook (FB) to $210 from $230 citing increased regulatory risk. The analyst, however, reiterates a Buy rating on the shares with his target representing substantial upside from current levels. Facebook closed yesterday up 67c to $160.06. The Federal Trade Commission investigation is significant as it raises risk of civil penalties on data privacy violations, Post tells investors in a research note. And if history serves, the investigation could take multiple years to resolve, the analyst adds. He points out that the FTC/Department of Justice investigation into Microsoft (MSFT) took over a decade. In the meantime, Post sees user and usage erosion, with "negative news flow likely to continue into Q2," as the biggest near-term and long-term risk for Facebook.

TODAY'S FREE FLY STORIES

PEP

PepsiCo

$114.99

0.01 (0.01%)

, SODA

SodaStream

$142.36

12.47 (9.60%)

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PEP

PepsiCo

$114.99

0.01 (0.01%)

SODA

SodaStream

$142.36

12.47 (9.60%)

TSLA

Tesla

$302.31

-3.02 (-0.99%)

CBPO

China Biologic

$102.02

9.96 (10.82%)

NKE

Nike

$82.20

2.47 (3.10%)

LCI

Lannett

$5.58

-7.925 (-58.70%)

INFY

Infosys

$20.40

-0.685 (-3.25%)

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General news
Fed's Bostic said the economy doesn't need as much stimulus as it did before »

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AVNW

Aviat Networks

$16.20

(0.00%)

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Aviat Networks introduces online selling with new Aviat store »

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CFBK

Central Federal

$2.52

(0.00%)

12:03
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Central Federal announces 1-for-5.5 reverse stock split »

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TAHO

Tahoe Resources

$3.84

0.06 (1.59%)

12:03
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Tahoe Resources terminates approx. 200 additional Minera San Rafael employees »

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BE

Bloom Energy

$22.66

0.44 (1.98%)

12:01
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Street Fight: Analysts split on Bloom Energy after IPO »

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CRK

Comstock Resources

$8.26

-0.46 (-5.28%)

12:00
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12:00
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Hot Stocks
Comstock Resources falls -5.1% »

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IBP

Installed Building Products

$46.80

-2.55 (-5.17%)

12:00
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Hot Stocks
Installed Building Products falls -5.3% »

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LCI

Lannett

$5.55

-7.95 (-58.89%)

12:00
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Lannett falls -58.7% »

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  • 20

    Aug

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CATM

Cardtronics

$37.25

0.08 (0.22%)

12:00
08/20/18
08/20
12:00
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12:00
Options
Second day of call buying in Cardtronics »

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ATV

Acorn International

$22.00

3.14 (16.65%)

12:00
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Acorn International rises 8.7% »

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AMRX

Amneal Pharmaceuticals

$23.96

2.43 (11.29%)

12:00
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Amneal Pharmaceuticals rises 11.5% »

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  • 05

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CMCM

Cheetah Mobile

$10.85

1.75 (19.23%)

12:00
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Cheetah Mobile rises 19.5% »

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  • 20

    Aug

PCG

PG&E

$45.05

-0.195 (-0.43%)

, EIX

Edison International

$69.44

-0.42 (-0.60%)

11:59
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Periodicals
California's Dodd says securitization of PG&E liability mulled, Bloomberg says »

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PCG

PG&E

$45.05

-0.195 (-0.43%)

EIX

Edison International

$69.44

-0.42 (-0.60%)

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  • 25

    Sep

IMTE

Integrated Media Technology

$12.20

0.2 (1.67%)

11:58
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Integrated Media unit enters distribution agreement with Ai Holdings »

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MSFT

Microsoft

$106.76

-0.82 (-0.76%)

11:57
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  • 04

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TSLA

Tesla

$302.49

-2.84 (-0.93%)

11:55
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  • 29

    Oct

TSLA

Tesla

$302.35

-2.98 (-0.98%)

11:52
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  • 29

    Oct

PX

Praxair

$157.81

1.86 (1.19%)

, LNEGY

Linde

$0.00

(0.00%)

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PX

Praxair

$157.81

1.86 (1.19%)

LNEGY

Linde

$0.00

(0.00%)

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SPY

SPDR S&P 500 ETF Trust

$285.40

0.38 (0.13%)

11:50
08/20/18
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11:50
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11:50
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Continued interest in end of year call spreads in SPDR 500 Trust options »

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11:50
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11:50
General news
Treasury's $96 B 3- and 6-month bill sale was ok »

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XLU

Utilities SPDR

$54.43

-0.07 (-0.13%)

11:40
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Options
Opening call write in SPDR Utility ETF »

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11:36
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3-Month Bill Auction Total Amount data reported »

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11:36
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IMNP

Immune Pharmaceuticals

$0.00

(0.00%)

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Immune Pharmaceuticals granted Orphan Drug Designation for bertilimumab »

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  • 22

    Aug

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