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NTNX

Nutanix

$54.91

-0.6 (-1.08%)

, PSTG

Pure Storage

$20.56

-0.34 (-1.63%)

11:25
04/19/18
04/19
11:25
04/19/18
11:25

FBN Securities Internet/tech analyst to hold a luncheon

Technology and Internet Analyst Seyrafi holds a Group Luncheon with a network security professional who works with IT Security vendors, distributors and representatives, Jim Gruzlewski from Bitdefender, LLC. in New York on April 19 at 12 pm.

NTNX

Nutanix

$54.91

-0.6 (-1.08%)

PSTG

Pure Storage

$20.56

-0.34 (-1.63%)

PANW

Palo Alto Networks

$192.32

-0.17 (-0.09%)

FEYE

FireEye

$18.90

0.06 (0.32%)

FTNT

Fortinet

$57.11

-0.37 (-0.64%)

CHKP

Check Point

$103.34

-0.81 (-0.78%)

CSCO

Cisco

$44.86

0.23 (0.52%)

EMC

EMC

$0.00

(0.00%)

VMW

VMware

$133.89

-3.72 (-2.70%)

CTXS

Citrix

$97.48

-0.71 (-0.72%)

SYMC

Symantec

$27.76

-0.16 (-0.57%)

IMPV

Imperva

$48.45

0.85 (1.79%)

RHT

Red Hat

$159.39

-2.29 (-1.42%)

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NTNX Nutanix
$54.91

-0.6 (-1.08%)

03/23/18
GSCO
03/23/18
UPGRADE
Target $54
GSCO
Conviction Buy
Cisco upgraded to Conviction Buy from Buy at Goldman Sachs
Goldman Sachs analyst Rod Hall added Cisco Systems (CSCO) to his firm's Americas Conviction List and raised his price target for the shares to $54 from $51. The analyst also removed Nutanix (NTNX) from the Americas Conviction List but keeps a Buy rating on the name. As market volatility increases, Cisco provides a "relatively defensive" name in the sector, Hall tells investors in a research note. The analyst raised his cash flow estimates saying Cisco's end markets "remain healthy and improving." He notes that the stock, despite outperforming year-to-date, continues to trade at a "significant" discount.
03/14/18
MAXM
03/14/18
NO CHANGE
Target $71
MAXM
Buy
Nutanix price target raised to $71 from $54 at Maxim
Maxim analyst Nehal Chokshi raised his price target on Nutanix to $71 after the company's investor day presentation outlined a FY21 billings target of $3B, which is about 39% above the "limited analyst estimates". Chokshi says that the target raises his long term sales productivity outlook and actually "looks conservative" based on the company's potential transition to a consumption-based model. The analyst keeps his Buy rating on Nutanix.
03/13/18
BARD
03/13/18
NO CHANGE
Target $57
BARD
Outperform
Nutanix price target raised to $57 from $45 at Baird
Baird analyst Jayson Noland raised his price target on Nutanix following its analyst day. The company highlighted its large total addressable market, expanding use cases and product portfolio, and its goal of achieving $3B in software and support billings by 2021, he noted. Noland reiterated his Outperform rating on Nutanix shares.
03/23/18
GSCO
03/23/18
DOWNGRADE
Target $59
GSCO
Buy
Nutanix downgraded to Buy from Conviction Buy at Goldman Sachs
Goldman Sachs analyst Rod Hall removed Nutanix from his firm's Americas Conviction List with the stock up 46% since the Q2 earnings report on March 1. The analyst keeps a Buy rating on the shares with a $59 price target. He continues to believe Nutanix is in the "early innings" of a transition toward a software-centric business model, which should drive upside in both revenue and gross margins.
PSTG Pure Storage
$20.56

-0.34 (-1.63%)

03/02/18
SUSQ
03/02/18
DOWNGRADE
Target $22
SUSQ
Neutral
Pure Storage downgraded to Neutral at Susquehanna
As reported previously, Susquehanna analyst Mehdi Hosseini downgraded Pure Storage to Neutral from Positive. The analyst cited the lack of visibility, particularly around FlashBlade, to raise estimates from current levels, which would be necessary for the next leg of appreciation. Hosseini maintained his $22 price target on Pure Storage shares.
03/02/18
03/02/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Walmart (WMT) downgraded to Perform from Outperform at Oppenheimer by analysts Rupesh Parikh and Brian Nagel, who said that while they remain "upbeat" on the retailer's strategic direction, they no longer see the case for Walmart outperformance and are "increasingly concerned" that the valuation at which shares trade could prove capped. 2. VMware (VMW) downgraded to Hold from Buy at Stifel by analyst Brad Reback, who sees "too much uncertainty" as parent Dell Technologies (DVMT) evaluates "potential business opportunities." He believes, however, that VMware continues to execute well following its "strong" Q4 results. 3. Ruth's Hospitality (RUTH) downgraded to Hold from Buy at Deutsche Bank by analyst Brett Levy, who said the company's progress and upside are largely priced in given the company's premium multiple, Levy tells investors in a research note. The analyst this morning also upgraded both Bloomin' Brands (BLMN) and Del Frisco's (DFRG) to Buy. 4. Opko Health (OPK) downgraded to Underweight from Neutral at JPMorgan by analyst Eric Joseph, who believes the company's Q4 miss raises "significant doubts" for the core diagnostics/ BRL business. He believes the stock will continue to see pressure going forward. 5. Pure Storage (PSTG) downgraded to Neutral from Positive at Susquehanna by analyst Mehdi Hosseini, who cited the lack of visibility, particularly around FlashBlade, to raise estimates from current levels, which would be necessary for the next leg of appreciation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/16/18
DBAB
04/16/18
INITIATION
Target $24
DBAB
Buy
Pure Storage initiated with a Buy at Deutsche Bank
Deutsche Bank analyst Sherri Scribner started Pure Storage with a Buy rating and $24 price target. The all-flash storage array market remains in growth mode, and there are further opportunities for these systems to take share from HDD-based arrays in the market, Scribner tells investors in a research note. She believes Pure Storage is well positioned to benefit from growth in this segment.
03/27/18
OPCO
03/27/18
NO CHANGE
Target $24
OPCO
Outperform
Pure Storage added to Top Picks list at Oppenheimer
Oppenheimer analyst Ittai Kidron added Pure Storage to his Top Picks list as he is increasingly confident in the company's competitive position, evolving TAM opportunity, and ability to execute. The analyst believes investor sentiment carries a too "bearish" view on Pure and its end market and highlights a new and proven CEO in place, a focus on scaling the company to reach $2B in revenue, and a developing positioning around software as potential drivers for a change in sentiment. Kidron reiterates an Outperform rating and $24 price target on the shares.
PANW Palo Alto Networks
$192.32

-0.17 (-0.09%)

04/10/18
JPMS
04/10/18
NO CHANGE
JPMS
JPMorgan positive on Palo Alto acquisition of Secdo
JPMorgan analyst Sterling Auty said the acquisition of Secdo by Palo Alto Networks "should further bridge the gap between Traps and other next-gen endpoint vendors," and noted that Palo Alto has done a great job historically integrating acquired technologies. Auty sees the financial contribution of the acquisition being immaterial, and maintained an Overweight rating on Palo Alto shares.
04/02/18
CLVD
04/02/18
NO CHANGE
CLVD
Buy
Palo Alto Networks feedback indicates 2H18 upside, says Cleveland Research
Cleveland Research analyst Ben Bollin's Palo Alto Networks channel feedback indicates accelerating growth and upside to targets based on shares gains and better subscription momentum. Bollin has increased his FY19 revenue growth estimates to +22% from +21% and views stronger traction of Traps as a potential catalyst. The analyst rates Palo Alto Networks a Buy rating.
04/11/18
04/11/18
DOWNGRADE
Target $53

Equal Weight
Fortinet downgraded to Equal Weight from Overweight at Morgan Stanley
As previously reported, Morgan Stanley analyst Melissa Franchi downgraded Fortinet (FTNT) to Equal Weight from Overweight, stating that she favor security vendors who are exposed to markets where the cloud drives higher security spending and have optimal business models for the cloud. While Fortinet shares are not expensive, she believes a discount is warranted as its hardware-oriented business model is less well positioned than Cisco (CSCO) and Palo Alto Networks (PANW), Franchi tells investors. She has a $53 price target on Fortinet shares.
04/11/18
04/11/18
NO CHANGE

Market mispricing cloud security opportuntity, says Morgan Stanley
Morgan Stanley analyst Melissa Franchi noted that the average security stock has significantly underperformed the broader software space over the past 3 years, which she attributes to bearishness on security vendors' ability to navigate the increased competitive threat from public cloud vendors and disruption as enterprises turn to decentralized and cloud-heavy architectures. However, her CIO survey work and industry conversations lead her to estimate third-party security vendors will realize 9% topline growth through 2020, while the consensus is only pricing in 5%. Franchi said she favors security vendors who are exposed to markets where the cloud drives higher security spending and have optimal business models for the cloud and identified Palo Alto Networks (PANW), Cisco (CSCO), Proofpoint (PFPT) and Sophos (SPHHF) as well-positioned vendors poised for outperformance. As previously reported, she also downgraded Fortinet (FTNT) to Equal Weight this morning.
FEYE FireEye
$18.90

0.06 (0.32%)

03/02/18
FANA
03/02/18
UPGRADE
Target $20
FANA
Overweight
FireEye upgraded to Overweight from Equal-Weight at First Analysis
First Analysis analyst Howard Smith upgraded FireEye to Overweight and raised his price target for the shares to $20 from $17. The company's "differentiated offering" is now being packaged in a "simpler and more compelling way," Smith tells investors in a research note. The analyst expects "accelerating growth and substantially improved profitability" to benefit shareholders.
03/28/18
MSCO
03/28/18
NO CHANGE
Target $21
MSCO
Overweight
FireEye has 'more room to run,' says Morgan Stanley
Morgan Stanley analyst Melissa Franchi said FireEye's strengthened product portfolio, simplified marketing message, greater channel contribution and durable renewal base give her greater conviction in the achievability, and room for upside, in the company's outlook for 12% billings and free cash flow growth through FY22. Given her greater confidence, and her view that its multiple has room to move higher, Franchi raised her price target on FireEye to $21 from $19 and keeps an Overweight rating on the shares.
01/24/18
SPHN
01/24/18
NO CHANGE
Target $22
SPHN
Overweight
FireEye checks suggest at least in-line results, says Stephens
Stephens analyst Johnathan Ruykhaver said his checks in Q4 on FireEye continued the trend of sequentially stronger partner feedback throughout FY17, leading him to believe FireEye can report results at least in-line with expectations. He maintains an Overweight rating and $22 price target on FireEye shares.
02/09/18
SUSQ
02/09/18
UPGRADE
SUSQ
Positive
FireEye upgraded to Positive from Neutral at Susquehanna
FTNT Fortinet
$57.11

-0.37 (-0.64%)

04/11/18
04/11/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Avis Budget (CAR) downgraded to Neutral from Buy at Northcoast with analyst John Healy citing valuation. 2. Affiliated Managers (AMG) downgraded to Market Perform at Keefe Bruyette. 3. Valero (VLO) and PBF Energy (PBF) were downgraded to Sector Perform from Outperform at Scotia Howard Weil. 4. Fortinet (FTNT) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst Melissa Franchi saying she favors security vendors who are exposed to markets where the cloud drives higher security spending and have optimal business models for the cloud. 5. Mitel (MITL) downgraded to Sector Perform from Outperform at National Bank with the firm citing valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/11/18
MSCO
04/11/18
DOWNGRADE
MSCO
Equal Weight
Fortinet downgraded to Equal Weight from Overweight at Morgan Stanley
CHKP Check Point
$103.34

-0.81 (-0.78%)

02/01/18
02/01/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. PayPal (PYPL) downgraded to Neutral from Buy at BTIG with analyst Mark Palmer saying last night's fourth quarter results were not strong enough to justify the stock's "lofty" valuation. 2. Starbucks (SBUX) downgraded to Neutral from Buy at Mizuho with analyst Jeremy Scott saying as long as the company's U.S. comps continue to decelerate in the near-term, investors will be less willing to justify a premium valuation or shift focus to the China growth story. 3. Nvidia (NVDA) downgraded to Buy from Conviction Buy at Goldman Sachs with analyst saying shares have had a strong run and believes long-term secular growth drivers in Datacenter are better understood and concurrency demand may lead to increased volatility. 4. Chipotle (CMG) downgraded to Sell from Neutral at UBS with analyst Dennis Geiger saying brand perceptions "remain depressed" while competition is unlikely to ease in 2018. 5. Check Point (CHKP) downgraded to Market Perform from Outperform at Wells Fargo with analyst Philip Winslow saying he is more cautious on Check Point's near-term product revenue growth following "recent execution shortfalls and increasing uncertainty regarding the competitive environment in network security." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/21/18
UBSW
03/21/18
NO CHANGE
Target $62
UBSW
Buy
Fortinet price target raised to $62 from $50 at UBS
UBS analyst Fatima Boolani raised her price target for Fortinet (FTNT) to $62 saying the company's medium-term targets of 15%-plus billings growth and 15%-20% revenue growth are "more attainable than currently factored in consensus." The analyst sees a path to over $60 per share from installed base revenue leverage and more cash flow credit. Fortinet's base of 340,000 customers offers "low risk" sales growth, Boolani tells investors in a research note. She also sees another $200M of market capture opportunity in the small/mid-sized market tier. The analyst believes "steady execution" should "chip away" at the Fortinet's $7B market cap delta relative to Check Point (CHKP) and Palo Alto Networks (PANW). Boolani keeps a Buy rating on Fortinet.
03/29/18
CLVD
03/29/18
NO CHANGE
CLVD
Neutral
Check Point revenue growth reduced at Cleveland Research
Cleveland Research analyst Ben Bollin reduced Check Point revenue growth forecast for 2018 to +4.5% from +5% following recent partner feedback indicating a soft start to the year. Bollin rates Check Point a Neutral.
04/02/18
CLVD
04/02/18
NO CHANGE
CLVD
Neutral
Check Point demand trends appear cautious, says Cleveland Research
Cleveland Research analyst Ben Bollin said Check Point partner feedback indicates cautious demand trends quarter-to-date. As a result, Bollin has reduced his FY18 revenue growth rate to +4.5% from +5%, versus consensus of +5.1%. The analyst rates Check Point a Neutral.
CSCO Cisco
$44.86

0.23 (0.52%)

04/18/18
PIPR
04/18/18
NO CHANGE
Target $49
PIPR
Overweight
Piper ups price target on top networking pick Cisco to $49
Piper Jaffray analyst James Fish says recent channel checks reflect underlying business strength at Cisco Systems. The analyst raised his price target for the shares to $49 from $48 and points out that Cisco remains his top networking pick. Fish reiterates an Overweight rating on the shares.
04/10/18
GSCO
04/10/18
UPGRADE
Target $112
GSCO
Neutral
Proofpoint upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst Gabriela Borges upgraded Proofpoint (PFPT) to Neutral and raised her price target for the shares to $112 from $84. The analyst admits being wrong on the stock, as the shares are up 60% since her March 23, 2017 downgrade. Proofpoint's pace of share gain in email security has remained strong despite incremental investment from competitors such as Cisco (CSCO) and Symantec (SYMC), Borges tells investors in a research note. She believes the company's expanded portfolio will likely drive 30%-plus growth for longer. Borges' new price target implies 5% downside in the shares.
EMC EMC
$0.00

(0.00%)

01/23/18
01/23/18
UPGRADE
Target $64

Equal Weight
NetApp upgraded to Equal Weight on stronger IT budget outlook at Morgan Stanley
As previously reported, Morgan Stanley analyst Katy Huberty upgraded NetApp (NTAP) to Equal Weight from Underweight, stating that higher IT budget growth provides relief for on-premise storage vendors despite cloud continuing to be a structural threat. NetApp's product portfolio refresh eases competitive pressure from next-gen vendors, said Huberty, who also sees an opportunity for the company to take share as disruption continues at Dell/EMC (EMC). She raised her price target on NetApp to $64 from $41.
11/16/17
MSCO
11/16/17
NO CHANGE
Target $41
MSCO
Underweight
Morgan Stanley says NetApp to out-execute in near-term, still cautious long-term
Morgan Stanley analyst Katy Huberty said distraction at competitors EMC (EMC) and HP Enterprise (HPE) has helped NetApp (NTAP) drive strong results and she sees the company being able to continue to out-execute competitors in the next quarter or two. She raised her FY18 revenue growth view for NetApp to 6% from 3%, in-line with management's increased guidance, and raised her price target on the stock to $41 from $38. However, she remains cautious long-term as storage continues to migrate to the cloud and she expects competitors to regain their footing, leading Huberty to keep an Underweight rating on NetApp shares.
06/05/17
NEED
06/05/17
NO CHANGE
Target $50
NEED
Buy
Gigamon worth $50-$55 per share to acquirer, says Needham
After Reuters reported that Gigamon (GIMO) has responded to Elliot Management's urging and has undertaken an active review of its options, including a potential sale, Needham analyst Alex Henderson estimated that a fair value for Gigamon is in the $50-$55 range. Henderson - who lists Cisco (CSCO), Juniper (JNPR), F5 (FFIV), HP (HPE), Dell/EMC (EMC), Palo Alto (PANW), and Fortinet (FTNT) among the companies that he thinks could be interested - said he would not be surprised to see Gigamon attract multiple suitors. He raised his price target on Gigamon to $50 from $34 and keeps a Buy rating on the stock.
10/04/17
MSCO
10/04/17
NO CHANGE
MSCO
Equal Weight
Nutanix extending lead in hyperconverged infrastructure, says Morgan Stanley
Morgan Stanley analyst Katy Huberty said the firm's survey of CIOs reflected a meaningful increase in hyperconverged infrastructure, or HCI, penetration to 37% of respondents from 20% in January, adding that she still sees room for continued growth. Nutanix (NTNX) extended its market share lead in HCI and she thinks that with legacy vendors like Cisco (CSCO), EMC (EMC) and HP Enterprise (HPE) distracted by recent acquisitions that it can maintain its lead. While Nutanix is accelerating its shift to software sales, roughly 70% of product sales are delivered via appliances today, leaving Huberty with an Equal Weight rating on the stock.
VMW VMware
$133.89

-3.72 (-2.70%)

04/11/18
MONN
04/11/18
INITIATION
MONN
Neutral
VMware initiated with a Neutral at Monness Crespi
Monness Crespi initiated VMware with a Neutral rating.
03/26/18
DBAB
03/26/18
NO CHANGE
DBAB
Deutsche views Pivotal filing as 'modest positive' for Dell Technologies, VMware
Deutsche Bank analyst Karl Keirstead believes Friday's initial public offering filing by Pivotal Software is a "modest positive" for shareholders of Dell Technologies (DVMT) and VMware (VMW). The filing reduces, but does not eliminate, the likelihood that Dell pursues actions "more punitive" to VMware and Dell Technologies holders, namely a reverse merger with VMware, Keirstead tells investors in a research note.
03/06/18
MAXM
03/06/18
NO CHANGE
Target $134
MAXM
Hold
VMware price target raised to $134 from $123 at Maxim
Maxim analyst Nehal Chokshi raised his price target on VMWare (VMW) to $134, saying the positive impact of tax changes is the primary driver of the updated valuation model. Chokshi keeps his Hold rating, noting that while the company's license revenues are strong thanks in part to the October-quarter booked DXC (DXC) deal, the "risks associated with a reverse merger" are material.
03/02/18
HDLY
03/02/18
DOWNGRADE
Target $150
HDLY
Neutral
VMware downgraded to Neutral on Dell overhang at Hilliard Lyons
Hilliard Lyons analyst Stephen Turner downgraded VMware (VMW) to Neutral while raising his price target for the shares to $150 from $145. The analyst views the company's Q4 results as "strong," but believes the potential of a reverse merger with Dell will hang over the stock.
CTXS Citrix
$97.48

-0.71 (-0.72%)

01/11/18
COWN
01/11/18
DOWNGRADE
COWN
Market Perform
Citrix downgraded to Market Perform from Outperform at Cowen
04/18/18
BARD
04/18/18
NO CHANGE
Target $110
BARD
Outperform
Citrix price target raised to $110 from $100 at Baird
Baird analyst Rob Oliver raised his price target on Citrix to $110 from $100 ahead of Q1 results. The analyst noted investors expectations are elevated, but his recent channel survey showed the largest tier of partners indicated the most positive responses on the survey. He likes the risk/reward at current levels and expects Q1 to be at least in-line. Oliver reiterated his Outperform rating on Citrix shares.
02/01/18
BERN
02/01/18
NO CHANGE
Target $106
BERN
Outperform
Citrix price target raised to $106 from $95 at Bernstein
Bernstein analyst Mark Moerdler raised his price target for Citrix to $106 from $95, citing return of capital and cost control amid the Cloud transition. The analyst reiterates an Outperform rating on the shares.
01/11/18
COWN
01/11/18
DOWNGRADE
Target $93
COWN
Market Perform
Citrix downgraded to Market Perform at Cowen
As reported previously, Cowen analyst Gregg Moskowitz downgraded Citrix to Market Perform from Outperform. The analyst said he remains positive on the company's cloud transition but he believes the share price represents fair value. Moskowitz raised his price target to $93 from $90 on Citrix shares.
SYMC Symantec
$27.76

-0.16 (-0.57%)

04/06/18
STPT
04/06/18
UPGRADE
STPT
Buy
Symantec upgraded to Buy from Hold at Standpoint Research
01/22/18
01/22/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Apple (AAPL) downgraded to Neutral from Overweight at Atlantic Equities with analyst James Cordwell citing signs that iPhone demand is beginning to soften and emerging challenges to the smartphone's dominance. 2. General Electric (GE) downgraded to Neutral from Buy at BofA/Merrill with analyst Andrew Obin saying he expects management to lower 2018 guidance when it reports fourth quarter earnings on Wednesday. 3. American Express (AXP) downgraded to Neutral from Buy at Guggenheim with analyst Jeff Cantwell citing CCAR risk in 2018, the fact that its balance sheet is liability-sensitive, and the assumption that the company's provision expense will be significantly higher than expected in fiscal 2018. 4. Eli Lilly (LLY) downgraded to Underperform from Neutral at Credit Suisse with analyst Vamil Divan saying he does not believe Lilly is on track to hit its mid-term guidance of 5% annual sales growth from 2015-2020. 5. Symantec (SYMC) downgraded to Neutral from Outperform at Credit Suisse with analyst Brad Zelnick saying accelerating enterprise expectations do not square with mixed channel sentiment. The analyst also lowered his price target on the shares to $30 from $36. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/22/18
FBCO
01/22/18
DOWNGRADE
Target $30
FBCO
Neutral
Symantec downgraded to Neutral from Outperform at Credit Suisse
Credit Suisse analyst Brad Zelnick downgraded Symantec to Neutral from Outperform saying accelerating enterprise expectations do not square with mixed channel sentiment. The analyst also lowered his price target on the shares to $30 from $36.
IMPV Imperva
$48.45

0.85 (1.79%)

04/12/18
IMPC
04/12/18
NO CHANGE
Target $55
IMPC
Outperform
Imperva risk/reward favorable after sales hire, says Imperial Capital
Imperial Capital analyst Michael Kim views positively Imperva's appointment of David Woodcock to SVP of Worldwide Sales. The hire "solidifies a key leadership post with a proven executive and largely completes the revamp of the management team," Kim tells investors in a research note. The analyst now sees lower risk of disruption for the global sales organization. He also thinks Europe's General Data Protection Regulation brings a potential growth inflection for Imperva from compliance. Kim views the stock's risk/reward as favorable and keeps an Outperform rating on the name with a $55 price target.
04/10/18
DADA
04/10/18
INITIATION
DADA
Buy
Imperva initiated with a Buy at DA Davidson
DA Davidon analyst Mark Kelleher initiated Imperva with a Buy rating and a $56 price target. Kelleher sees Imperva as well positioned for growth, as its CDN/Cloud-based capabilities from its Incapsula acquisition provide a competitive differentiation in the market, and allow it to increase recurring revenue.
02/09/18
PIPR
02/09/18
UPGRADE
Target $52
PIPR
Overweight
Imperva upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Andrew Nowinsk upgraded Imperva to Overweight and raised his price target for the shares to $52 from $42. The analyst views the company's fiscal 2018 outlook as "too conservative" and believes it is well positioned to exceed it. Imperva's products are still "highly strategic," and its subscriptions are growing 30%-plus year-over-year, Nowinsk tells investors in a post-earnings research note.
02/09/18
IMPC
02/09/18
NO CHANGE
IMPC
Imperva price target raised to $55 from $50 at Imperial Capital
Imperial Capital analyst Diane Sievert maintained an Outperform rating on Imperva and raised her price target to $55 from $50, saying Imperva is making early turnaround progress under its new leadership, and highlighting the expansion in the amount of large transactions in Q4 and the continued strong subscription growth.
RHT Red Hat
$159.39

-2.29 (-1.42%)

03/27/18
OPCO
03/27/18
NO CHANGE
Target $175
OPCO
Outperform
Red Hat price target raised to $175 from $140 at Oppenheimer
Oppenheimer analyst Ittai Kidron raised his price target for Red Hat to $175 from $140 after the company delivered another "impressive" quarter, with broadly positive results and strong FY19 guidance. The analyst reiterates an Outperform rating on the shares.
04/17/18
DBAB
04/17/18
NO CHANGE
Target $185
DBAB
Buy
Red Hat price target raised to $185 from $170 at Deutsche Bank
Deutsche Bank analyst Karl Keirstead raised his price target for Red Hat to $185 after hosting an investor trip to see the company. The analyst keeps a Buy rating on the shares.
04/11/18
MONN
04/11/18
INITIATION
Target $175
MONN
Buy
Red Hat initiated with a Buy at Monness Crespi
Monness Crespi initiated Red Hat with a Buy and $175 price target.
03/27/18
SPHN
03/27/18
NO CHANGE
Target $170
SPHN
Overweight
Red Hat price target raised to $170 from $135 at Stephens
Following Red Hat's Q4 report, Stephens analyst Jonathan Ruykhaver said he believes open-source architecture is "here to stay" and Red Hat has a sustainable, competitive moat in providing support to enterprise in this area. The Ansible+OpenShift combination could prove to be currently underappreciated and strong adoption of RHEL along with the long runway for Emerging Products can support overall growth of 20% for the foreseeable future, believes Ruykhaver, who raised his price target on Red Hat shares to $170 and keeps an Overweight rating on the name.

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Post Holdings reported a…

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  • 06

    Jun

ABMD

Abiomed

$394.49

0.04 (0.01%)

, WYN

Wyndham

$107.98

-0.58 (-0.53%)

17:34
05/25/18
05/25
17:34
05/25/18
17:34
Hot Stocks
Abiomed to enter S&P 500 index on May 31 »

S&P MidCap 400…

ABMD

Abiomed

$394.49

0.04 (0.01%)

WYN

Wyndham

$107.98

-0.58 (-0.53%)

MSCC

Microsemi

$68.74

0.005 (0.01%)

PRAH

PRA Health

$81.19

0.33 (0.41%)

GME

GameStop

$12.64

-0.1 (-0.78%)

FRED

Fred's

$1.69

0.05 (3.05%)

PRSP

Symbol now PB

$0.00

(0.00%)

RRTS

Roadrunner

$2.19

0.04 (1.86%)

DXC

DXC Technology

$94.20

-5.42 (-5.44%)

03/08/13
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  • 30

    May

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    May

  • 05

    Jun

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    Jun

PRAH

PRA Health

$81.19

0.33 (0.41%)

, ABMD

Abiomed

$394.49

0.04 (0.01%)

17:24
05/25/18
05/25
17:24
05/25/18
17:24
Hot Stocks
Breaking Hot Stocks news story on PRA Health, Abiomed »

PRA Health to replace…

PRAH

PRA Health

$81.19

0.33 (0.41%)

ABMD

Abiomed

$394.49

0.04 (0.01%)

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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  • 30

    May

  • 05

    Jun

  • 12

    Jun

WYN

Wyndham

$107.98

-0.58 (-0.53%)

, MSCC

Microsemi

$68.74

0.005 (0.01%)

17:23
05/25/18
05/25
17:23
05/25/18
17:23
Hot Stocks
Breaking Hot Stocks news story on Wyndham, Microsemi »

Wyndham to replace…

WYN

Wyndham

$107.98

-0.58 (-0.53%)

MSCC

Microsemi

$68.74

0.005 (0.01%)

03/08/13
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ABMD

Abiomed

$394.49

0.04 (0.01%)

, WYN

Wyndham

$107.98

-0.58 (-0.53%)

17:21
05/25/18
05/25
17:21
05/25/18
17:21
Hot Stocks
Breaking Hot Stocks news story on Abiomed, Wyndham »

ABIOMED to replace…

ABMD

Abiomed

$394.49

0.04 (0.01%)

WYN

Wyndham

$107.98

-0.58 (-0.53%)

03/08/13
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03/06/13
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  • 30

    May

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    Jun

  • 12

    Jun

PCG

PG&E

$44.67

0.84 (1.92%)

17:16
05/25/18
05/25
17:16
05/25/18
17:16
Periodicals
CA Forestry Dept rules PG&E equipment responsible for wildfires, Bloomberg says »

Report filed by…

03/08/13
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03/06/13
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FARM

Farmer Bros.

$28.50

0.15 (0.53%)

17:09
05/25/18
05/25
17:09
05/25/18
17:09
Hot Stocks
Levin Capital Strategies reports 8.4% stake in Farmer Bros »

Levin Capital purchased…

03/08/13
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NDLS

Noodles & Company

$8.90

-0.35 (-3.78%)

17:07
05/25/18
05/25
17:07
05/25/18
17:07
Syndicate
Breaking Syndicate news story on Noodles & Company »

Noodles & Company…

03/08/13
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WIN

Windstream

$1.22

-0.125 (-9.29%)

17:06
05/25/18
05/25
17:06
05/25/18
17:06
Hot Stocks
Windstream completes one-for-five reverse stock split »

Windstream completed its…

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NDLS

Noodles & Company

$8.90

-0.35 (-3.78%)

17:06
05/25/18
05/25
17:06
05/25/18
17:06
Syndicate
Breaking Syndicate news story on Noodles & Company »

Noodles & Company…

03/08/13
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EPD

Enterprise Products

$27.87

-0.12 (-0.43%)

17:01
05/25/18
05/25
17:01
05/25/18
17:01
Hot Stocks
Enterprise Products conduts open season for West Texas Crude oil expansion »

Enterprise Products…

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INO

Inovio

$4.89

0.06 (1.24%)

16:37
05/25/18
05/25
16:37
05/25/18
16:37
Syndicate
Breaking Syndicate news story on Inovio »

Inovio files $250M mixed…

03/08/13
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RCII

Rent-A-Center

$10.14

0.13 (1.30%)

16:36
05/25/18
05/25
16:36
05/25/18
16:36
Hot Stocks
Rent-A-Center 16.8% shareholder Engaged Capital nominates Carol McFate to Board »

On May 25, 2018, Engaged…

03/08/13
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03/08/13
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AKER

Akers Biosciences

$0.59

0.0086 (1.48%)

16:34
05/25/18
05/25
16:34
05/25/18
16:34
Hot Stocks
Akers Biosciences receives delinquency notice from NASDAQ »

Akers Biosciences…

03/08/13
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DHCP

Ditech

$6.60

0.37 (5.94%)

16:31
05/25/18
05/25
16:31
05/25/18
16:31
Hot Stocks
Ditech discloses receipt of late filing notice from NYSE »

Ditech Holding announced…

03/08/13
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GPS

Gap

$28.15

-4.82 (-14.62%)

, FL

Foot Locker

$55.97

9.585 (20.67%)

16:30
05/25/18
05/25
16:30
05/25/18
16:30
General news
On The Fly: Top stock stories for Friday »

Stocks on Wall Street…

GPS

Gap

$28.15

-4.82 (-14.62%)

FL

Foot Locker

$55.97

9.585 (20.67%)

HLF

Herbalife Nutrition

$48.76

-5.09 (-9.45%)

IEP

Icahn Enterprises

$69.41

0.22 (0.32%)

FCAU

Fiat Chrysler

$21.82

-0.445 (-2.00%)

DGX

Quest Diagnostics

$105.89

5 (4.96%)

UNH

UnitedHealth

$244.96

2.23 (0.92%)

ROST

Ross Stores

$77.35

-5.6 (-6.75%)

ADSK

Autodesk

$132.80

-5.96 (-4.30%)

AAL

American Airlines

$44.89

1.34 (3.08%)

LUV

Southwest

$52.86

1.65 (3.22%)

DAL

Delta Air Lines

$55.89

1.48 (2.72%)

03/08/13
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  • 25

    May

  • 30

    May

  • 30

    May

  • 12

    Jun

  • 13

    Jun

  • 14

    Jun

  • 26

    Jun

  • 29

    Jun

16:30
05/25/18
05/25
16:30
05/25/18
16:30
Options
Preliminary option volume of 16.4M today »

Preliminary option volume…

VTL

Vital Therapies

$5.65

-0.475 (-7.76%)

16:26
05/25/18
05/25
16:26
05/25/18
16:26
Syndicate
Breaking Syndicate news story on Vital Therapies »

Vital Therapies files to…

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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  • 05

    Jun

VTL

Vital Therapies

$5.65

-0.475 (-7.76%)

16:26
05/25/18
05/25
16:26
05/25/18
16:26
Syndicate
Breaking Syndicate news story on Vital Therapies »

Vital Therapies files…

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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  • 05

    Jun

LNC

Lincoln National

$68.89

-0.555 (-0.80%)

16:24
05/25/18
05/25
16:24
05/25/18
16:24
Syndicate
Breaking Syndicate news story on Lincoln National »

Lincoln National files to…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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DGLY

Digital Ally

$2.63

0.075 (2.94%)

16:23
05/25/18
05/25
16:23
05/25/18
16:23
Syndicate
Breaking Syndicate news story on Digital Ally »

Digital Ally files $25M…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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SNGX

Soligenix

$1.58

-0.005 (-0.32%)

16:23
05/25/18
05/25
16:23
05/25/18
16:23
Syndicate
Breaking Syndicate news story on Soligenix »

Soligenix files to sell…

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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HF

HFF Inc.

$35.34

0.08 (0.23%)

16:21
05/25/18
05/25
16:21
05/25/18
16:21
Hot Stocks
HFF Inc. announces $640M sale of 5 Bryant Park office tower in Manhattan »

HFF announces the $640M…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 30

    May

  • 31

    May

VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

16:20
05/25/18
05/25
16:20
05/25/18
16:20
Options
Closing CBOE SPX and VIX Index summary for May 25th »

The CBOE Volatility Index…

03/08/13
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03/06/13
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