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ORCL

Oracle

$46.25

0.365 (0.80%)

, AMZN

Amazon.com

$1,448.50

21.45 (1.50%)

14:28
04/13/18
04/13
14:28
04/13/18
14:28

Oracle leading campain to stop Amazon from winning Pentagon deal, Bloomberg says

ORCL

Oracle

$46.25

0.365 (0.80%)

AMZN

Amazon.com

$1,448.50

21.45 (1.50%)

  • 16

    Apr

  • 26

    Apr

  • 09

    May

ORCL Oracle
$46.25

0.365 (0.80%)

03/20/18
JMPS
03/20/18
NO CHANGE
Target $126
JMPS
Outperform
Salesforce comp plan should help motivate Q1 performance, says JMP Securities
JMP Securities analyst Patrick Walravens noted two "interesting data points" about Salesforce (CRM) he came across while conducting his due diligence on Oracle's (ORCL) quarter. Namely, he heard that Salesforce's sales compensation plan includes a bonus for deals closed by April 15, which he thinks should help motivate the sales force toward hitting targets early in Q1. Also, he understands that Brian Millham, previously President of Global Commercial Sales and then SVP of Corporate Sales, is apparently on sabbatical and Warren Wick, who was previously SVP of Enterprise Sales, was promoted to EVP in February to run the commercial business. Walravens maintains his Outperform rating and $126 price target on Salesforce shares.
03/20/18
03/20/18
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. Oracle (ORCL) downgraded to Neutral from Buy at BofA/Merrill and to Hold from Buy at Stifel. 2. Huntsman (HUN) downgraded to Neutral from Buy at Nomura Instinet with analyst Aleksey Yefremov saying he believes the shares are unlikely to outperform until demand for MDI-based polyurethanes markets finds a bottom. 3. Signet Jewelers (SIG) downgraded to Neutral from Buy at BofA/Merrill with analyst Lorraine Hutchinson saying Signet lacks growth visibility near-term and lowered estimates to reflect a weak base business, credit transition issues, and a loss of EBIT from subprime credit outsourcing. 4. Dominion (D) downgraded to Neutral from Buy at BofA/Merrill with analyst Julien Dumoulin-Smith saying the latest FERC policy changes is a headwind to Dominion's dropdown desire into Dominion Midstream (DM) and could impact valuations of midstream assets. 5. Essex Property Trust (ESS) downgraded to Hold from Buy at SunTrust with analyst Michael Lewis saying the stock's recent outperformance has narrowed its discount to NAV to the smallest margin among its peers, even though its leverage and earnings growth rate are comparable to those of peers. 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
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.
04/11/18
MONN
04/11/18
INITIATION
MONN
Neutral
Oracle initiated with a Neutral at Monness Crespi
Monness Crespi initiated Oracle with a Neutral rating.
AMZN Amazon.com
$1,448.50

21.45 (1.50%)

04/10/18
PIPR
04/10/18
NO CHANGE
Target $1650
PIPR
Overweight
Amazon mindshare down slightly in Piper's semi-annual teen survey
Piper Jaffray's semi-annual survey of over 6,000 U.S. teens showed a slight decline in Amazon (AMZN) mindshare and that Prime adoption continues across all demographics, analyst Michael Olson tells investors in a research note. Amazon mindshare decreased two percentage points versus the prior survey. At 44% mindshare, however, Amazon has nearly eight times more mindshare than its nearest competitor Nike (NKE), Olson points out. He notes the also survey indicates that the number of U.S. Prime households would be in the high-70M range and growing at a decelerating rate. The analyst reiterates an Overweight rating on Amazon shares with a $1,650 price target.
04/11/18
MONN
04/11/18
INITIATION
Target $2000
MONN
Buy
Amazon.com transferred with a Buy at Monness Crespi
Monness Crespi transferred coverage of Amazon.com with a Buy rating and $2,000 price target.
04/13/18
FBCO
04/13/18
NO CHANGE
Target $1750
FBCO
Outperform
Credit Suisse seeks 'silver bullet' for Amazon, finds 'sticks and stones'
Credit Suisse analyst Stephen Ju conducted a sensitivity analysis to examine the potential range of outcomes for Amazon (AMZN) in the event of a USPS price increase, saying that while he was looking for a "silver bullet," he found "only sticks and stones." In a research note to investors, Ju said he went into the analysis seeking a possible "silver bullet" which may disrupt the level of service given Amazon's dependency on the UPS to push its consumer value proposition, adding that the current assumption is that USPS accounts for about 40%-50% of Amazon's shipping cost in the U.S. Ju said he arrived at about $1B-$1.8B in potential incremental shipping costs this year that Amazon may decide to absorb, or it could pass some, if not all, of the incremental costs onto the consumer via a Prime price hike. He believes the pullback in Amazon shares has more to do with devaluation of its megacap Internet peers, including Facebook (FB), versus the new round of tweets from President Trump which highlighted the reliance Amazon has on the USPS.
04/13/18
MSCO
04/13/18
NO CHANGE
Target $55
MSCO
Overweight
Zillow move into iBuying 'Amazon-esque,' says Morgan Stanley
Morgan Stanley analyst Jonathan Lanterman noted that Zillow (ZG) announced its entrance into "iBuying" with the expansion of its Instant Offers program, via which the company will get into the home buying and selling transaction market. While Zillow will potentially be taking on balance sheet risk and utilizing higher debt loads than it has in the past, Lanterman sees the move to target a market with lower margins but one with a larger total addressable market as "Amazon-esque." He expects investors who were bullish on Zillow to view the entrance into iBuying positively and for already bearish investors to view this move skeptically. Lanterman currently has an Overweight rating on Zillow shares, but noted that his model is under review.

TODAY'S FREE FLY STORIES

BA

Boeing

$360.23

3.28 (0.92%)

09:28
07/19/18
07/19
09:28
07/19/18
09:28
Hot Stocks
Boeing announces $100B in orders and commitments at Farnborough Airshow »

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  • 25

    Jul

PM

Philip Morris

$82.16

-0.17 (-0.21%)

09:27
07/19/18
07/19
09:27
07/19/18
09:27
Hot Stocks
Breaking Hot Stocks news story on Philip Morris »

Philip Morris cuts FY18…

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  • 19

    Jul

UAL

United Continental

$79.02

6.355 (8.75%)

09:27
07/19/18
07/19
09:27
07/19/18
09:27
Recommendations
United Continental analyst commentary  »

United Continental price…

03/08/13
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PM

Philip Morris

$82.16

-0.17 (-0.21%)

09:27
07/19/18
07/19
09:27
07/19/18
09:27
Earnings
Philip Morris sees Q3 net revenue up about 1% ex-currency, consensus $7.87B »

Sees net revenue decline…

03/08/13
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  • 19

    Jul

PM

Philip Morris

$82.16

-0.17 (-0.21%)

09:25
07/19/18
07/19
09:25
07/19/18
09:25
Hot Stocks
Philip Morris CFO says IQOS tracking below initial expectations for 2018 »

Says plans to introduce…

03/08/13
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  • 19

    Jul

09:25
07/19/18
07/19
09:25
07/19/18
09:25
Conference/Events
UBS European oil and gas analyst to hold an analyst/industry conference call »

European Oil & Gas…

TYL

Tyler Technologies

$237.74

0.33 (0.14%)

09:22
07/19/18
07/19
09:22
07/19/18
09:22
Hot Stocks
Tyler Technologies announces agreement with city of Atlanta for EnerGov »

Tyler Technologies…

03/08/13
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  • 27

    Jul

  • 04

    Sep

NCLH

Norwegian Cruise Line

$50.15

2.565 (5.39%)

09:22
07/19/18
07/19
09:22
07/19/18
09:22
Recommendations
Norwegian Cruise Line analyst commentary  »

Norwegian Cruise Line…

03/08/13
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BHLB

Berkshire Hills Bancorp

$40.80

0.15 (0.37%)

09:22
07/19/18
07/19
09:22
07/19/18
09:22
Upgrade
Berkshire Hills Bancorp rating change  »

Berkshire Hills Bancorp…

03/08/13
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  • 19

    Jul

BPMX

BioPharmX

$0.20

-0.0006 (-0.30%)

09:21
07/19/18
07/19
09:21
07/19/18
09:21
Hot Stocks
BioPharmX granted CARC waiver by FDA for acne candidate BPX-01 »

BioPharmX announced that…

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09:20
07/19/18
07/19
09:20
07/19/18
09:20
General news
Fed's Quarles said the implementation of SOFR »

Fed's Quarles said…

GWW

Grainger

$338.99

33.78 (11.07%)

09:18
07/19/18
07/19
09:18
07/19/18
09:18
Recommendations
Grainger analyst commentary  »

Grainger price target…

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SPX

S&P 500

$0.00

(0.00%)

, VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

09:18
07/19/18
07/19
09:18
07/19/18
09:18
Options
Overnight activity included 163 trades in SPX and 5 trades in VIX »

163 trades were executed…

SPX

S&P 500

$0.00

(0.00%)

VIX

Volatility Index S&P 500 Options

$0.00

(0.00%)

03/08/13
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FITB

Fifth Third

$30.26

0.75 (2.54%)

09:16
07/19/18
07/19
09:16
07/19/18
09:16
Hot Stocks
Fifth Third sees FY18 tax rate 16%-16.5% »

Says second half net…

03/08/13
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  • 19

    Jul

VRS

Verso

$21.21

-0.01 (-0.05%)

09:16
07/19/18
07/19
09:16
07/19/18
09:16
Recommendations
Verso analyst commentary  »

Verso should be owned…

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  • 24

    Sep

D

Dominion

$69.96

-0.42 (-0.60%)

, DM

Dominion Midstream

$13.65

-0.05 (-0.36%)

09:15
07/19/18
07/19
09:15
07/19/18
09:15
Hot Stocks
Dominion Midstream jumps after FERC modifies gas pipeline tax law-related rule »

Shares of Dominion Energy…

D

Dominion

$69.96

-0.42 (-0.60%)

DM

Dominion Midstream

$13.65

-0.05 (-0.36%)

AMID

American Midstream Partners

$11.55

1.025 (9.74%)

ANDX

Andeavor Logistics

$43.20

0.99 (2.35%)

AMGP

Antero Midstream GP

$18.67

0.03 (0.16%)

AM

Antero Midstream Partners

$30.84

0.9 (3.01%)

APLP

Archrock Partners LP

$0.00

(0.00%)

BKEP

Blueknight Energy Partners

$3.00

-0.15 (-4.76%)

BWP

Boardwalk Pipeline

$0.00

(0.00%)

BPL

Buckeye Partners

$33.23

-1.725 (-4.94%)

CQP

Cheniere Energy Partners

$36.46

0.71 (1.99%)

CNXM

CNX Midstream Partners

$19.37

0.14 (0.73%)

CEQP

Crestwood Equity

$34.20

0.7 (2.09%)

CCLP

CSI Compressco

$5.57

0.1 (1.83%)

DCP

DCP Midstream

$42.40

0.58 (1.39%)

DKL

Delek Logistics

$28.10

0.2 (0.72%)

ENBL

Enable Midstream

$18.30

0.52 (2.92%)

EEQ

Enbridge Energy Management

$10.12

-0.08 (-0.78%)

EEP

Enbridge Energy

$10.57

-0.1 (-0.94%)

ETP

Energy Transfer Partners

$19.40

0.135 (0.70%)

ETE

Energy Transfer Equity

$17.16

0.07 (0.41%)

ENLC

EnLink Midstream

$15.60

0.3 (1.96%)

ENLK

EnLink Midstream Partners

$15.44

0.52 (3.49%)

EPD

Enterprise Products

$28.65

0.43 (1.52%)

EQM

EQT Midstream Partners

$55.18

1.245 (2.31%)

MMLP

Martin Midstream Partners

$13.50

-0.05 (-0.37%)

MMP

Magellan Midstream

$68.03

0.58 (0.86%)

MPLX

MPLX

$34.85

1.33 (3.97%)

NGL

NGL Energy Partners

$12.60

0.4 (3.28%)

NBLX

Noble Midstream

$51.22

0.13 (0.25%)

NS

NuStar Energy

$24.84

0.4 (1.64%)

SHLX

Shell Midstream

$22.93

0.61 (2.73%)

TEGP

Tallgrass Energy GP

$0.00

(0.00%)

TEP

Tallgrass Energy Partners

$0.00

(0.00%)

TLP

TransMontaigne

$39.66

0.77 (1.98%)

VLP

Valero Energy Partners

$38.91

0.17 (0.44%)

WES

Western Gas Partners

$49.45

0.835 (1.72%)

WPZ

Williams Partners

$41.92

1.35 (3.33%)

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  • 26

    Jul

  • 26

    Jul

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    Jul

  • 26

    Jul

  • 01

    Aug

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    Aug

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    Aug

  • 01

    Aug

  • 01

    Aug

  • 02

    Aug

  • 02

    Aug

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    Aug

  • 03

    Aug

  • 03

    Aug

  • 03

    Aug

  • 08

    Aug

  • 08

    Aug

  • 01

    Oct

  • 07

    Nov

09:15
07/19/18
07/19
09:15
07/19/18
09:15
General news
U.S. equities were dented with global stocks »

U.S. equities were dented…

GWW

Grainger

$338.99

33.78 (11.07%)

09:14
07/19/18
07/19
09:14
07/19/18
09:14
Recommendations
Grainger analyst commentary  »

Grainger price target…

03/08/13
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03/06/13
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BMTC

Bryn Mawr Bank

$47.20

0.35 (0.75%)

09:13
07/19/18
07/19
09:13
07/19/18
09:13
Hot Stocks
Bryn Mawr Bank raises quarterly dividend 13.6% to 25c per share »

The Board of Directors of…

03/08/13
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TMUS

T-Mobile

$60.51

-0.66 (-1.08%)

09:13
07/19/18
07/19
09:13
07/19/18
09:13
Hot Stocks
T-Mobile launches NB-IoT nationwide »

T-Mobile launched its…

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  • 09

    Aug

BMTC

Bryn Mawr Bank

$47.20

0.35 (0.75%)

09:12
07/19/18
07/19
09:12
07/19/18
09:12
Earnings
Bryn Mawr Bank reports Q2 EPS ex-items 83c, consensus 76c »

Reports Q2 EPS 72c.…

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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09:10
07/19/18
07/19
09:10
07/19/18
09:10
General news
The Philly Fed bounce to 25.7 »

The Philly Fed bounce to…

WWE

WWE

$80.49

-0.02 (-0.02%)

09:09
07/19/18
07/19
09:09
07/19/18
09:09
Hot Stocks
WWE to air Raw, SmackDown in Romania »

WWE and Telekom Sport…

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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  • 26

    Jul

  • 09

    Aug

  • 06

    Sep

QTS

QTS Realty Trust

$40.88

-0.27 (-0.66%)

09:09
07/19/18
07/19
09:09
07/19/18
09:09
Hot Stocks
QTS Realty Trust solution selected by Metropolitan Washington Airports Authority »

QTS Realty Trust entered…

03/08/13
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03/06/13
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  • 26

    Jul

FITB

Fifth Third

$30.26

0.75 (2.54%)

09:08
07/19/18
07/19
09:08
07/19/18
09:08
Hot Stocks
Fifth Third sees FY18 commercial loans and leases up 4% »

Sees FY18 consumer loans…

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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  • 19

    Jul

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