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VZ

Verizon

$46.81

-0.21 (-0.45%)

, VG

Vonage

$11.46

-0.04 (-0.35%)

10:55
05/09/18
05/09
10:55
05/09/18
10:55

Jefferies to hold a conference

Technology Conference will be held in Beverly Hills, CA on May 9-10 with webcasted company presentations to begin on May 9 at 11 am; not all company presentations may be webcasted. Webcast Link

VZ

Verizon

$46.81

-0.21 (-0.45%)

VG

Vonage

$11.46

-0.04 (-0.35%)

RDWR

Radware

$23.54

0.04 (0.17%)

CSGS

CSG Systems

$39.50

0.04 (0.10%)

ARRS

Arris

$26.91

-0.015 (-0.06%)

NTCT

NetScout

$27.60

-0.25 (-0.90%)

CHKP

Check Point

$99.98

0.06 (0.06%)

NTGR

Netgear

$57.05

-1.1 (-1.89%)

WIFI

Boingo Wireless

$21.10

-0.24 (-1.12%)

ADBE

Adobe

$236.31

1.78 (0.76%)

LOGM

LogMeln

$116.98

0.425 (0.36%)

STMP

Stamps.com

$244.20

3.25 (1.35%)

SIMO

Silicon Motion

$46.53

0.9175 (2.01%)

INST

Instructure

$42.60

0.25 (0.59%)

NVMI

Nova Measuring

$27.00

0.09 (0.33%)

PFPT

Proofpoint

$125.53

0.58 (0.46%)

CDNS

Cadence Design

$41.08

0.18 (0.44%)

PAYC

Paycom

$108.44

-0.47 (-0.43%)

HLIT

Harmonic

$3.50

-0.05 (-1.41%)

ORCL

Oracle

$46.28

0.34 (0.74%)

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VZ Verizon
$46.81

-0.21 (-0.45%)

04/30/18
MSCO
04/30/18
NO CHANGE
MSCO
Morgan Stanley discusses T-Mobile deal implications for competitors, towers
After T-Mobile (TMUS) and Sprint (S) announced a merger agreement, Morgan Stanley analyst Simon Flannery said that while the $43B in estimated synergies is "impressive," the key question is how likely is it that the companies can gain regulatory approval. On competition, he thinks the deal may contribute to a more benign competitive environment in the near-term and that AT&T (T) and Verizon (VZ) could benefit from market consolidation, though he adds that the new T-Mobile would be a formidable competitor in new areas such as 5G and fixed broadband. Flannery added that the deal will be an overhang on tower and fiber providers, noting that part of their $4B in annual network synergies involves a reduction in tower counts from 110,000 to 85,000 over time. However, the analyst said he would expect much more gear to be deployed on each tower and small cells will still expand to 50,000 from 10,000. Tower operators include American Tower (AMT), Crown Castle (CCI) and SBA Communications (SBAC), which are all lower in pre-market trading.
04/30/18
SBSH
04/30/18
NO CHANGE
SBSH
Buy
Sprint deal terms better than expected for T-Mobile, says Citi
The merger with Sprint (S) is better for T-Mobile (TMUS) than expected with respect to the share ratio, synergy target, and structure of control, Citi analyst Michael Rollins tells investors in a research note. He believes the company can create "favorable value over the next 12-months preferably with a deal, and even without it." The analyst remains a buyer of T-Mobile following yesterday's announcement and raised his price target for the shares to $83 from $76. Regulatory approval will be heavily influenced on whether or not regulators define the product market as a larger broadband ecosystem, rather than simply the traditional wireless service, Rollins tells investors in a research note. He believes a three player market is likely to be viewed favorably by investors expects Verizon (VZ) shares to trade higher.
04/25/18
04/25/18
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. Alphabet (GOOG, GOOGL) upgraded to Buy from Hold at Stifel with analyst Scott Devitt saying he is increasingly comfortable with Alphabet's positioning in digital media relative to Facebook (FB), given Alphabet's private relationship with consumers and the high utility and durability of Google's core business. 2. Verizon (VZ) upgraded to Buy from Hold at SunTrust and to Buy from Neutral at UBS. 3. Disney (DIS) upgraded to Market Perform from Underperform at BMO Capital with analyst Daniel Salmon saying the risk-reward on the stock is now more balanced, while its leading portfolio remains a long-term attraction. 4. Biogen (BIIB) upgraded to Outperform from Neutral at Baird with analyst Brian Skorney saying he believes the shares are "too cheap" and its MS business appears more stable than he had been concerned about. 5. PulteGroup (PHM) upgraded to Buy from Neutral at B. Riley FBR and to Buy from Neutral at Buckingham. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/25/18
RHCO
04/25/18
UPGRADE
Target $58
RHCO
Buy
Verizon upgraded to Buy at SunTrust on more stable fundamentals and valuation
As reported earlier, SunTrust analyst Greg Miller upgraded Verizon (VZ) to Buy from Hold and kept his $58 price target. Miller says that the latest Q1 results show the company's fundamentals are stabilizing as it addressed the headwinds in its market-leading core wireless business with its premium offering while it continues to invest in its network edge. The analyst also believes the company's valuation providing "more downside protection" than its closest rival AT&T (T), which faces greater legacy headwinds and M&A risk.
VG Vonage
$11.46

-0.04 (-0.35%)

12/20/17
OPCO
12/20/17
NO CHANGE
Target $52
OPCO
Outperform
GTT Communications price target raised to $52 from $39 at Oppenheimer
Oppenheimer analyst Timothy Horan raised his price target for GTT Communications (GTT) to $52 from $39, while reiterating an Outperform rating on the shares. The analyst believes M&A activity should shift from large- to small-cap with GTT, Cogent (CCOI), Boingo Wireless (WIFI), Akamai (AKAM), Interxion (INXN) and Vonage (VG) all attractive targets with strong fundamentals.
12/11/17
NEED
12/11/17
NO CHANGE
Target $12
NEED
Buy
Vonage businesses to benefit from secular tailwinds and momentum, says Needham
Needham analyst Richard Valera raised his price target on Vonage to $12 from $10 and kept his Buy rating, saying the company remains his top pick in the space for 2018. Valera anticipates "secular tailwinds and solid business momentum in the UCaaS and CPaaS businesses" at Vonage. The analyst also forecasts strong cash flows from its legacy Consumer business as it de-levers its balance sheet, supporting M&A activity next year.
11/08/17
SBSH
11/08/17
NO CHANGE
Target $11
SBSH
Buy
Vonage price target raised to $11 from $9.75 at Citi
Citi analyst Michael Rollins raised his price target for Vonage Holdings to $11 citing an improved outlook following the company's Q3 results. The quarter shows execution of the company's strategic plan to generate cash from Consumer while investing in Business is on track, Rollins tells investors in a post-earnings research note. He says the stock at current levels remains at a significant valuation discount to UCaaS and CPaaS peers. The analyst keeps a Buy rating on Vonage.
01/25/18
CHLM
01/25/18
NO CHANGE
CHLM
8x8, Inc., Vonage marriage makes 'great sense,' says Craig-Hallum
Craig-Hallum analyst George Sutton notes that while never confirmed, it was widely believed that 8x8 (EGHT) had entertained interest from third parties back about a year ago, and more recently, Vonage (VG) has expressed desire to pursue a "transformational acquisition." There are only a few acquisitions possible in this market that the analyst feel would fit the definition and 8x8 clearly would be one, he contends. Importantly, Sutton believes it makes sense on a number of strategic bases.
RDWR Radware
$23.54

0.04 (0.17%)

02/06/18
IMPC
02/06/18
DOWNGRADE
Target $20
IMPC
In-Line
Radware downgraded to In-Line from Outperform at Imperial Capital
Imperial Capital analyst Michael Kim downgraded Radware to In-Line and lowered his price target for the shares to $20 from $22. The analyst reduced his estimates to reflect elevated uncertainty in the timing and magnitude of purchase orders, particularly from Tier 1 carriers. He sees limited downside from current share levels, however.
02/06/18
02/06/18
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. Radware (RDWR) downgraded to In-Line from Outperform at Imperial Capital by analyst Michael Kim, who reduced his estimates to reflect elevated uncertainty in the timing and magnitude of purchase orders, particularly from Tier 1 carriers. He sees limited downside from current share levels, however. 2. Micron (MU) downgraded to Hold from Buy at Summit Insights. Micron was upgraded to Strong Buy at Needham and to Overweight from Sector Weight at KeyBanc. 3. Exxon Mobil (XOM) downgraded to Underweight from Overweight at Barclays by analyst Paul Cheng, who recommended investors shift from Exxon Mobil to Chevron (CVX), a stock he upgraded this morning to Overweight. Exxon may not be able to maintain its historical valuation premium, Cheng tells investors in a research note. He thinks the company's valuation still reflects "rich historical norms," while the upstream's underlying fundamentals "appear to have suffered a structural deterioration." 4. Cirrus Logic (CRUS) downgraded to Hold from Buy Needham. 5. Catalent (CTLT) downgraded to Equal Weight from Overweight at Stephens by analyst Drew Jones, who believes there to be some conservatism in its guidance. However, he sees the potential for outperformance as less significant than in the past. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/06/17
09/06/17
NO CHANGE

RBC Capital names potential communications equipment takeover targets
RBC Capital analyst Mitch Steves believes that companies in the communications equipment sector with lower growth, high operating expenditures, and reasonable valuations could become takeover targets. He identifies Silver Spring Networks (SSNI), Radware (RDWR), and Extreme Networks (EXTR) as the names that fit this criteria.
09/19/17
09/19/17
NO CHANGE

RBC Capital identifies two possible communication equipment takeover targets
RBc Capital analyst Mitch Steves says that "lower growth" communications equipment companies that spend a great deal on operations and have reasonable valuations have the best chance of being acquired, He identifies Radware (RDWR) and Extreme Networks (EXTR) as two companies that fit the criteria.
CSGS CSG Systems
$39.50

0.04 (0.10%)

ARRS Arris
$26.91

-0.015 (-0.06%)

02/14/18
LOOP
02/14/18
NO CHANGE
LOOP
Arris deal with Dell mitigates investors objections to Ruckus deal, says Loop
Loop Capital analyst James Kisner said that Ruckus Networks signing a global original equipment manufacturing, or OEM, agreement with Dell EMC mitigates a major investor objection to Arris International's acquisition of Ruckus. Kisner believes with this deal in place, Arris can more convincingly claim to compete with HP Enterprises (HPE) and Cisco (CSCO) in this space. Kinser reiterated a Buy rating and $35 price target on Arris shares, calling current levels an "interesting entry point."
03/22/18
03/22/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Ultragenyx (RARE) assumed with an Overweight at Piper Jaffray. 2. Trivago (TRVG) was initiated with a Buy at Mizuho while TripAdvisor (TRIP) and Expedia (EXPE) were initiated with a Neutral. 3. Miragen Therapeutics (MGEN) initiated with a Buy at Deutsche Bank. 4. Arris (ARRS) assumed with an Equal Weight at Barclays. 5. Sientra (SIEN) initiated with a Buy at Maxim. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
03/29/18
NEED
03/29/18
NO CHANGE
Target $32
NEED
Buy
Arris is a 'compelling value' at current levels, says Needham
Needham analyst Richard Valera writes that Arris's 4-year organic top line growth in low-single-digit range outlined at its Analyst Day yesterday is "reasonable". The analyst adds that the company's assumption of a 10% increase in DRAM prices, along with its ability to pass on higher costs, should allow Arris to meet its margin targets in FY18 and beyond. Valera keeps his Buy rating on Arris, saying it is a "compelling value" at current levels, particularly given the "robust" outlook for the company's enterprise segment.
03/22/18
LEHM
03/22/18
INITIATION
Target $31
LEHM
Equal Weight
Arris assumed with an Equal Weight at Barclays
Barclays analyst Mark Moskowitz assumed coverage of Arris International with an Equal Weight rating and $31 price target. The analyst believes "major risks are understood" and that the risk/reward is balanced at current share levels.
NTCT NetScout
$27.60

-0.25 (-0.90%)

01/17/18
DADA
01/17/18
NO CHANGE
Target $8
DADA
Buy
A10 Networks price target lowered to $8 at DA Davidson on soft Q4 revenue view
DA Davidson analyst Mark Kelleher lowered his price target on A10 Networks (ATEN) to $8 from $9 but kept his Buy rating after the company's preliminary Q4 results lowering expectations for sales. The analyst says the company "may have been caught in 4Q by weakness in the Service Provider sector" - similarly to NetScout (NTCT) - but believes the weakness may be temporary. Longer term, Kelleher notes that A10 Networks offers "unique solutions in the cyber security market, particularly with the DDoS threat vector" and can achieve profitable growth in 2018 and beyond.
01/11/18
DADA
01/11/18
DOWNGRADE
Target $27
DADA
Neutral
NetScout downgraded to Neutral from Buy at DA Davidson
As reported previously, DA Davidson analyst Mark Kelleher downgraded NetScout Systems to Neutral from Buy and lowered his price target to $27 from $37. Kelleher cites the company's preliminary Q3 report that indicated further slowness in capital expenditure for network assurance products. While NetScout is countering the slower spend with more share buybacks, the analyst contends that this implies on-going softness in the company's end markets.
01/11/18
RBCM
01/11/18
NO CHANGE
Target $27
RBCM
Sector Perform
NetScout price target lowered to $27 from $33 at RBC Capital
RBC Capital analyst Matthew Hedberg lowered his price target on NetScout to $27 after the company's below-consensus FY18 outlook and soft Q3 guidance. The analyst says the service provider spending in North America remains under "significant pressure", and weakness is expected to carry over into Q4 and possibly FY19. Hedberg keeps his Sector Perform rating on NetScout.
04/09/18
PIPR
04/09/18
NO CHANGE
PIPR
Overweight
Piper networking channel survey 'very positive' for Cisco
Piper Jaffray analyst James Fish collected feedback from 43 networking channel partners for a Q1 channel survey. Overall results were mixed across the sector but "very positive" for Cisco Systems (CSCO), Fish tells investors in a research note. Cisco had 43% of partners above plan and only 3% below plan, with strong Q2 seasonality, the analyst writes. Further, he points out that results for Arista Networks (ANET) suggest upside to guidance amid increasing router sales. Results for F5 Networks (FIIV) were mixed, while Juniper Networks (JNPR), Mellanox (MLNX) and NetScout (NTCT) were weak, Fish adds. He calls Cisco his number one draft pick.
CHKP Check Point
$99.98

0.06 (0.06%)

05/09/18
ARGS
05/09/18
DOWNGRADE
ARGS
Hold
Check Point downgraded to Hold from Buy at Argus
04/26/18
BMOC
04/26/18
NO CHANGE
Target $108
BMOC
Market Perform
Check Point price target lowered to $108 from $115 at BMO Capital
BMO Capital analyst Keith Bachman lowered his price target on Check Point to $108, saying the company's latest quarter "exacerbated concerns about decelerating subscription growth". Bachman keeps his Market Perform rating, adding that it will be "difficult" for the company to realize multiple expansion as subscription revenue decelerates while calling for more evidence of improvement in sales productivity before considering a more constructive stance.
04/25/18
JEFF
04/25/18
NO CHANGE
Target $117
JEFF
Buy
Check Point price target lowered to $117 from $124 at Jefferies
Jefferies analyst John DiFucci lowered his price target on Check Point to $117 after its Q1 earnings, saying that while the company reported results within the revenue and profit guidance, its billings, subscriptions, and outlook were all below expectations. DiFucci keeps his Buy rating however, noting that Check Point is still a well run company that can improve its results with the next product refresh while attributing the shortfall in Q1 to the product cycle. The analyst also points to the company's "substantial" cash position allowing for the possibility of M&A or shareholder returns.
05/09/18
ARGS
05/09/18
DOWNGRADE
ARGS
Hold
Check Point downgraded to Hold at Argus on persisting sales execution issues
As noted earlier, Argus analyst Joseph Bonner downgraded Check Point Software Technologies to Hold from Buy after the company lowered its FY18 guidance last month, saying its recent sales execution issues "appear likely to persist over the remainder of the year". The analyst also notes that the company's transition to subscription-based revenue model has shifted more of its reported sales to "deferred revenue". Bonner reduces his FY18 EPS view to $5.66 from $5.83 and lowers FY19 EPS target to $6.31 from $6.54, but adds that he continues to hold a favorable view of the company's underlying security software technology, with focus on "advanced threat protection and mobile services".
NTGR Netgear
$57.05

-1.1 (-1.89%)

10/25/17
RAJA
10/25/17
NO CHANGE
RAJA
Amazon Key perceived as negative for Netgear, says Raymond James
Raymond James analyst Simon Leopold says the announcement of Amazon Key (AMZN) is likely to be perceived by the market as a negative for Netgear (NTGR). It is unclear, however, if Amazon's goal with Key is to open up camera options to include retail products as well various alarm monitoring providers, Leopold tells investors in a research note. Shares of Netgear, which is reporting results tonight, are down 4% to $48.40 in midday trading. Also lower following Amazon's announcement is Alarm.com (ALRM) and Allegion (ALLE).
01/12/18
BWSF
01/12/18
NO CHANGE
Target $75
BWSF
Netgear price target raised to $75 from $60 at BWS Financial
BWS Financial analyst Hamed Khorsand raised his price target for Netgear to $75 citing the company's continued performance during the holidays, coupled with website traffic statistics. The analyst believes Netgear is seeing better than expected sell through in both Arlo and Orbi that should enable it to report revenue above the provided guidance range. He keeps a Buy rating on the shares.
12/18/17
RAJA
12/18/17
UPGRADE
RAJA
Outperform
Netgear upgraded to Outperform from Market Perform at Raymond James
Raymond James analyst Tavis McCourt upgraded Netgear to Outperform with a $62 price target following positive channel checks over the holiday season. McCourt said demand indicators remain strong for both Arlo and Orbi product lines driven by the emphasis on smart home technology at major retail partners as well as technological advantages versus the competition. The analyst said Nest and Amazon competitive threats have been less meaningful and Ring success does not appear to be materially impacting Arlo trends. The analyst raised 2018 earnings estimate to $2.92 from $2.80 and initiated a 2019 estimate of $3.36.
11/28/17
BWSF
11/28/17
NO CHANGE
Target $60
BWSF
Buy
Netgear sellouts could be early sign of revenue upside, says BWS Financial
BWS Financial analyst Hamed Khorsand noted that Netgear's (NTGR) Arlo line of IP cameras are sold out at many retailers and online, particularly on Amazon.com (AMZN). While still early, the data suggests Netgear could top its current Q4 revenue guidance, said Khorsand, who has a Buy rating and $60 price target on the stock.
WIFI Boingo Wireless
$21.10

-0.24 (-1.12%)

03/12/18
WBLR
03/12/18
NO CHANGE
WBLR
Outperform
Boingo shares undervalued by more than 20%, says William Blair
William Blair analyst Jim Breen says he left investor meetings with Boingo Wireless management incrementally positive on the company's growth prospects given the overall demand for dense and faster wireless broadband services. Boingo continues to see consistent growth driven by its DAS, wholesale Wi-Fi, and military segments despite headwinds in advertising and retail, the analyst tells investors in a research note. He believes the shares are undervalued by greater than 20% and reiterates an Outperform rating on the name.
02/28/18
FBCO
02/28/18
NO CHANGE
Target $32
FBCO
Outperform
Boingo Wireless price target raised to $32 from $27 at Credit Suisse
Credit Suisse analyst Stephen Ju raised his price target for Boingo Wireless to $32 from $27 following quarterly results. The analyst reiterates an Outperform rating on the shares.
02/28/18
JEFF
02/28/18
NO CHANGE
Target $32
JEFF
Buy
Boingo Wireless price target raised to $32 from $27 at Jefferies
Jefferies analyst Scott Goldman raised his price target for Boingo Wireless to $32 saying the company's momentum continued in Q4. Several catalysts, such as ramping small cell deployment, nascent Military monetization, and 5G, could provide upside in the coming years, Goldman tells investors in a post-earnings research note. He sees "growth opportunities abound" for Boingo and keeps a Buy rating on the shares.
01/17/18
ROTH
01/17/18
INITIATION
Target $29
ROTH
Buy
Boingo Wireless initiated with a Buy at Roth Capital
Roth Capital analyst Scott Searle started Boingo Wireless with a Buy rating and $29 price target saying that while it is now at scale and generating positive cash flow, the story is just scratching the surface as increasing bandwidth demands are driving new opportunities to host and manage multi-protocol RF environment.
ADBE Adobe
$236.31

1.78 (0.76%)

03/26/18
03/26/18
DOWNGRADE

Market Perform
Adobe downgraded to Market Perform after run-up at JMP Securities
As previously reported, JMP Securities analyst Patrick Walravens downgraded Adobe Systems (ADBE) to Market Perform from Outperform as he believes the shares are fairly valued after having risen 69% in 2017 and a further 21% year-to-date. On the plus side, he notes that Adobe's Creative Cloud continues with "near-monopoly competitive power", its international business is growing and its CEO said on the Q1 earnings call that he expects the "momentum to continue." However, Walravens also expresses caution that the strategic partnership between Google (GOOGL) and Salesforce (CRM) could negatively impact the competitive position for Adobe's Experience Cloud.
03/26/18
JMPS
03/26/18
DOWNGRADE
JMPS
Market Perform
Adobe downgraded to Market Perform from Outperform at JMP Securities
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.
03/26/18
03/26/18
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. Adobe (ADBE) downgraded to Market Perform from Outperform at JMP Securities with analyst Patrick Walravens saying he believes the shares are fairly valued after having risen 69% in 2017 and a further 21% year-to-date. 2. Dover (DOV) downgraded to Neutral from Overweight at JPMorgan with analyst Steve Tusa saying a lack of near-term catalysts makes the risk/reward profile no longer attractive. 3. AMD (AMD) downgraded to Negative from Neutral at Susquehanna with analyst Christopher Rolland saying he confirmed Bitmain has developed an ASIC for Ethereum mining, which he believes accounted for roughly 20% of AMD's sales. 4. Jack in the Box (JACK) downgraded to Equal Weight from Overweight at Morgan Stanley with analyst John Glass saying he sees limited upside and ongoing top-line risk. 5. Willis Towers Watson (WLTW) downgraded to Underperform from Neutral at BofA/Merrill with analyst Jay Cohen saying while Willis' organic growth rebounded in 2017, its inconsistent margin performance detracts a bit from his confidence in the company's near-term earnings power. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
LOGM LogMeln
$116.98

0.425 (0.36%)

04/03/18
04/03/18
INITIATION

On The Fly: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. LogMeln (LOGM) initiated with a Buy at Mizuho. 2. Jones Lang LaSalle (JLL) initiated with a Neutral at Goldman Sachs. 3. Spotify (SPOT) initiated with a Buy at Guggenheim. 4. USA Technologies (USAT) initiated with a Buy at Lake Street. 5. Stryker (SYK) initiated with an In Line at Evercore ISI. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
04/27/18
BARD
04/27/18
NO CHANGE
Target $145
BARD
Outperform
LogMeln weakness a buying opportunity, says Baird
Baird analyst William Power noted LogMeIn sold off following Q1 results as its guidance commentary included a cut to EBITDA due to higher depreciation and interest expense. The analyst said the stand-alone business appears to be performing well and the free cash flow outlook remains strong. Power said he would use the weakness in LogMeIn as a buying opportunity and reiterated his Outperform rating and $145 price target on the shares.
04/06/18
KEYB
04/06/18
INITIATION
Target $135
KEYB
Overweight
LogMeln initiated with an Overweight at KeyBanc
KeyBanc analyst Alex Kurtz started LogMeln with an Overweight rating and $135 price target. The analyst believes the current valuation provides an attractive entry point. Investors should own the shares ahead of gains in sales force productivity and monetization of cross-selling opportunities, Kurtz tells investors in a research note. He believes cross-selling opportunities among LogMeln's 2.3M customer base is still early and that the current free cash flow yield is attractive.
04/27/18
JPMS
04/27/18
NO CHANGE
Target $145
JPMS
Overweight
JPMorgan 'very surprised' by post-earnings selloff in LogMeln
LogMeln reported "very impressive" Q1 results with pro forma revenue growth of 8.2% and earnings per share upside of 4c, JPMorgan analyst Sterling Auty tells investors in a research note. He's "very surprised" by the corresponding stock selloff. Investors took issue with the company lowering the EBITDA forecast by $5M for the acquisition of Jive Communications, Auty contends. He believes the acquisition brings a 20% growing asset in the UCaaS space into a collaboration business that has been growing 5%. This should give LogMeln a "complete solution" that will be "highly competitive in the market for years to come," the analyst writes. Auty keeps an Overweight rating on LogMeln with a $145 price target. The stock in premarket trading is down 8% to $119.60.
STMP Stamps.com
$244.20

3.25 (1.35%)

05/04/18
CHLM
05/04/18
NO CHANGE
Target $260
CHLM
Buy
Stamps.com price target raised to $260 from $240 at Craig-Hallum
Craig-Hallum analyst George Sutton raised his price target for Stamps.com to $260 from $240 and reiterated a Buy rating following a "solid" Q1 report that beat expectations. In a research note to investors, Sutton said the company is gaining traction in the Global Advantage program, which benefited results in Q1. Sutton also said he believes that Stamps.com is an undervalued stock relative to its position with outsized long-duration growth and sees valuation continuing to shift higher as the company further expands internationally and into additional carriers in the U.S. outside of the USPS.
05/04/18
ROTH
05/04/18
NO CHANGE
Target $255
ROTH
Buy
Stamps.com price target raised to $255 from $244 at Roth Capital
Roth Capital analyst Darren Aftahi raised his price target for Stamps.com to $255, telling investors in a research note that the Q1 outpeformance was driven by core strength and contribution from its Global Advantage Program. The analyst keeps a Buy rating on the shares.
05/04/18
RILY
05/04/18
NO CHANGE
Target $300
RILY
Buy
Stamps.com price target raised to $300 from $275 at B. Riley FBR
B. Riley FBR analyst Kevin Liu raised his price target for Stamps.com to $300 saying the company reported "another big beat" in Q1. The analyst keeps a Buy rating on the shares.
04/27/18
ROTH
04/27/18
NO CHANGE
Target $244
ROTH
Buy
Stamps.com price target raised to $244 from $230 at Roth Capital
Roth Capital analyst Darren Aftahi raised his price target on Stamps.com (STMP) to $244 from $230 following recent checks with Shopify (SHOP), which suggested positive trends in customer growth and shipping penetration. In a research note to investors, Aftahi, who has a Buy rating on Stamps.com, said he expects Q1 adjusted earnings per share, revenue and adjusted EBITDA to come in "modestly" above consensus and paid customer growth of 8% y/y to about 780,000. While the analyst said the government's review of the USPS amidst its recurring losses could cause volatility in Stamps.com shares in the interim, given its partnerships with the USPS, he feels that perceived risk is mitigated given the company's presence in shipping.
SIMO Silicon Motion
$46.53

0.9175 (2.01%)

03/28/18
JPMS
03/28/18
INITIATION
Target $60
JPMS
Overweight
Silicon Motion initiated with an Overweight at JPMorgan
JPMorgan analyst Gokul Hariharan started Silicon Motion with an Overweight rating and $60 price target. The company is a pure play linked to growth in NAND units and NAND Flash is the most price elastic product in semis, Hariharan tells investors in a research note. He sees the company's growth accelerating in 2018 and beyond.
01/16/18
SUSQ
01/16/18
DOWNGRADE
Target $48
SUSQ
Neutral
Silicon Motion downgraded to Neutral at Susquehanna
As reported previously, Susquehanna analyst Mehdi Hosseini downgraded Silicon Motion to Neutral from Positive. The analyst cited its recent run-up in share price, its lack of meaningful P&L leverage, and his NAND bit growth assumption cap. Hosseini lowered his price target to $48 from $60 on Silicon Motion shares.
01/16/18
SUSQ
01/16/18
DOWNGRADE
SUSQ
Neutral
Silicon Motion downgraded to Neutral from Positive at Susquehanna
01/19/18
CHLM
01/19/18
NO CHANGE
Target $60
CHLM
Buy
Silicon Motion shares oversold and 'too cheap,' says Craig-Hallum
Craig-Hallum analyst Anthony Stoss believes the recent selloff in shares of Silicon Motion has no merit, making the stock "too cheap" and pushing it to a level where it should be bought. He thinks estimates will likely move higher throughout the year as more NAND supply continues to come online, Stoss tells investors. The analyst, who also predicts a rebound in high margin Client SSDs should drive EPS growth, reiterates his Buy rating and $60 price target on Silicon Motion shares.
INST Instructure
$42.60

0.25 (0.59%)

03/21/18
NEED
03/21/18
DOWNGRADE
Target $50
NEED
Buy
Instructure downgraded to Buy at Needham on valuation
As reported earlier, Needham analyst Scott Berg downgraded Instructure to Buy from Strong Buy while also raising his price target to $50 from $46. Berg attributes the rating change to valuation, with the stock price having run up 133% since the start of 2017. The analyst also notes some potential for execution risk, as this year marks a shift to bookings coming from the Bridge brand, which may have less awareness in the market. Berg concludes that the returns from Instructure over the next 12 months will likely be 10%-25% rather than 50% or more forecast previously.
03/21/18
03/21/18
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. Match Group (MTCH) downgraded to Neutral from Buy at Guggenheim. 2. Sarepta (SRPT), Global Blood Therapeutics (GBT), and Loxo Oncology (LOXO) were downgraded to Equal Weight from Overweight at Morgan Stanley. 3. Instructure (INST) downgraded to Buy from Strong Buy at Needham with analyst Scott Berg citing valuation, with the stock price having run up 133% since the start of 2017. 4. OncoCyte (OCX) downgraded to Neutral from Buy at Janney Capital. 5. Cboe Global Markets (CBOE) downgraded to Underweight from Neutral at JPMorgan with analyst Kenneth Worthington saying despite the stock market recovery, Cboe's risk/reward is skewed to the downside as pressure on the VIX futures is likely to continue. 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
NEED
03/21/18
DOWNGRADE
NEED
Buy
Instructure downgraded to Buy from Strong Buy at Needham
03/07/18
JEFF
03/07/18
NO CHANGE
Target $43
JEFF
Buy
Instructure can gain more traction in HCM market, says Jefferies
Jefferies analyst John DiFucci writes that his meeting with the CFO of Instructure gives him confidence that the company can gain further traction in the Human Capital Management market as it builds out its suite offering while achieving its long-term targets. DiFucci keeps his Buy rating with a $43 price target, citing the company's strong domestic higher ed win rates against key competitors despite some deceleration in revenues from market saturation.
NVMI Nova Measuring
$27.00

0.09 (0.33%)

03/26/18
LSCM
03/26/18
INITIATION
Target $33
LSCM
Buy
Nova Measuring initiated with a Buy at Lake Street
Lake Street analyst Jaeson Schmidt started Nova Measuring Instruments with a Buy rating and $33 price target.
03/19/18
BNCH
03/19/18
NO CHANGE
Target $35
BNCH
Buy
Nova Measuring price target raised to $35 from $32 at Benchmark
Benchmark analyst Mark Miller raised his price target for Nova Measuring Instruments to $35 after hosting investor meetings with management. Takeaways from the meetings suggest the company is "standing in front of several opportunities" during the second half of 2018 and early 2019, Miller tells investors in a research note. He upped his estimates for Nova and reiterates a Buy rating on the shares.
05/10/17
STFL
05/10/17
UPGRADE
Target $25
STFL
Buy
Nova Measuring upgraded to Buy from Hold at Stifel
Stifel analyst Patrick Ho upgraded Nova Measuring to Buy and increased its price target to $25 from $18 citing the magnitude of the Q1 upside and expectations for a strong 2017. The analyst was surprised by the strength in the memory segment, particularly 3D NAND, and was impressed by Nova's earnings leverage and strong cash flow generation.
05/09/17
STFL
05/09/17
UPGRADE
STFL
Buy
Nova Measuring upgraded to Buy from Hold at Stifel
PFPT Proofpoint
$125.53

0.58 (0.46%)

04/27/18
IMPC
04/27/18
NO CHANGE
IMPC
Proofpoint price target raised to $140 from $120 at Imperial Capital
Imperial Capital analyst Diane Sievert raised her price target on Proofpoint to $140 from $120 and maintained an Outperform rating on shares following the company's Q1 earnings results, which exceeded Imperial and consensus estimates. Sievert is looking for potential future earnings upside from Proofpoint emerging products, "which roughly doubled and accelerated to 20% of new and add-on business, up from 15% in the previous quarter."
04/24/18
NEED
04/24/18
NO CHANGE
Target $138
NEED
Buy
Proofpoint price target raised to $138 from $115 at Needham
Needham analyst Alex Henderson raised his price target on Proofpoint to $138 and kept his Buy rating after his week at the RSA Security Conference that reinforced the trends of strengthening demand, increased security spending amid digital transformation, and boards becoming more engaged around data breach risks and upcoming GDPR data protection regulations. Henderson says the "rising tide" of stronger security spending should drive more "beat and raise" quarters for the company and its premium valuation is "richly deserved" based on the "combination of strong growth, expanding margins, and improving cash flows".
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.
04/11/18
SPHN
04/11/18
NO CHANGE
Target $140
SPHN
Overweight
Proofpoint Q1 checks consistently positive, says Stephens
Stephens analyst Jonathan Ruykhaver increased his price target on Proofpoint to $140 from $115 ahead of the company's Q1 report, stating that his checks on underlying activity have been consistently positive and he thinks the momentum around competitive wins Emerging Products can drive upside in the quarter. He reiterate an Overweight rating on Proofpoint shares.
CDNS Cadence Design
$41.08

0.18 (0.44%)

02/01/18
FBCO
02/01/18
NO CHANGE
Target $43
FBCO
Neutral
Cadence Design price target raised to $43 from $37 at Credit Suisse
Credit Suisse analyst Farhan Ahmad raised his price target for Cadence Design to $43 from $37, while reiterating a Neutral rating on the shares as he views the results as broadly in-line with his preview expectations.
04/05/18
DADA
04/05/18
UPGRADE
Target $45
DADA
Buy
Cadence Design upgraded to Buy from Neutral at DA Davidson
DA Davidson analyst Thomas Diffely upgraded Cadence Design (CDNS) to Buy from Neutral and kept his $45 price target. Diffely points to the divergence of strong business activity against weak stock performance for the company, saying the 20% slide since the end of January creates an "attractive buying opportunity". The analyst notes that Cadence Design is gaining market share, mainly from Mentor Graphics (MENT) and no longer trades at a "meaningful" premium to Synopsys (SNPS), adding that he is positive on the company's short and long-term electronic design automation opportunity.
04/24/18
NEED
04/24/18
UPGRADE
Target $47
NEED
Buy
Cadence Design upgraded to Buy at Needham after Q1 earnings beat
As noted earlier, Needham analyst Richard Valera upgraded Cadence Design to Buy from Hold with a $47 price target after yesterday's "strong beat-and-raise" quarter that produced a 10% rise in the stock price afterhours. Valera notes that despite the spike, shares are still 10% down from recent highs, even though FY18 revenue growth is now estimated at 8% vs. 7% prior view. The analyst recommends the stock based on its "still-reasonable valuation" with underpinnings of "strong design activity in verticals such as machine learning, auto, mobile and Internet of Things", as well as the likelihood of continued share gains in digital, and a reinvigorated Verification business.
04/24/18
NEED
04/24/18
UPGRADE
NEED
Buy
Cadence Design upgraded to Buy from Hold at Needham
PAYC Paycom
$108.44

-0.47 (-0.43%)

04/12/18
LEHM
04/12/18
DOWNGRADE
Target $115
LEHM
Equal Weight
Paycom downgraded to Equal Weight from Overweight at Barclays
Barclays analyst Raimo Lenschow downgraded Paycom to Equal Weight while raising his price target for the shares to $115 from $97. The stock has meaningfully outperformed over the last year while estimate revisions have been limited, Lenschow tells investors in a research note. He views Paycom as fully valued at current share levels.
05/02/18
FANA
05/02/18
DOWNGRADE
Target $122
FANA
Equal-Weight
Paycom downgraded to Equal-Weight from Overweight at First Analysis
First Analysis analyst Corey Greendale downgraded Paycom Software to Equal-Weight while raising his price target for the shares to $122 from $108. The analyst raised his estimates following the company's "good" Q1 report, but downgraded the shares based solely on valuation.
04/12/18
04/12/18
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. Paycom (PAYC) downgraded to Equal Weight from Overweight at Barclays with analyst Raimo Lenschow saying the stock has meaningfully outperformed over the last year while estimate revisions have been limited. 2. J.B. Hunt (JBHT) downgraded to Sector Weight from Overweight at KeyBanc. 3. Devon Energy (DVN) downgraded to Outperform from Focus List at Scotia Howard Weil. 4. PJT Partners (PJT) downgraded to Hold from Buy at Sandler O'Neill with analyst Sumeet Mody saying after appreciating 17% year-to-date, the stock is approaching fair value. 5. Bed Bath & Beyond (BBBY) downgraded to Underperform at Raymond James. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/02/18
FBCO
05/02/18
NO CHANGE
Target $95
FBCO
Neutral
Paycom price target raised to $95 from $85 at Credit Suisse
Credit Suisse analyst Michael Nemeroff raised his price target for Paycom to $95 from $85 after the company posted a "good" start to 2018. The analyst reiterates a Neutral rating on the shares.
HLIT Harmonic
$3.50

-0.05 (-1.41%)

05/01/18
RAJA
05/01/18
UPGRADE
RAJA
Market Perform
Harmonic upgraded to Market Perform from Underperform at Raymond James
05/01/18
05/01/18
UPGRADE

Market Perform
Harmonic upgraded to Market Perform on progress in recovery at Raymond James
As previously reported, Raymond James upgraded Harmonic to Market Perform from Underperform. Analyst Simon Leopold said Q1 exceeded expectations at the midpoint with guidance slightly below consensus. The analyst said results indicate the strategy is showing progress and the situation is no longer deteriorating, but believes shares are expensive as the company is in transition.
ORCL Oracle
$46.28

0.34 (0.74%)

04/26/18
DADA
04/26/18
INITIATION
Target $72
DADA
Buy
Pegasystems initiated with a Buy at DA Davidson
DA Davidson analyst Rishi Jaluria initiated Pegasystems (PEGA) with a Buy rating and a price target of $72, citing the company's market leading position in the business process management and case management markets amid the crowing presence of customer relationship management technologies. Jaluria says the company continues to take market share from legacy vendors like IBM (IBM) and Oracle (ORCL) and increasing its competitive position in CRM, while driving opportunities for margin expansion.
05/01/18
BERN
05/01/18
NO CHANGE
BERN
Amazon Aurora more expensive than oracle for enterprise workloads, says Bernstein
Bernstein analyst Mark Moerdler notes that there has been a generally held belief that Amazon (AMZN) Aurora was positioned to take customers and share from Oracle (ORCL) but that is "simply not true." Excluding the significant feature/functionality limitations of Aurora for the enterprise workloads that are core to the Oracle database business, Amazon has priced Aurora for small departmental workloads used possibly 8 hours a day/5 days a week, he contends. As the database workload grows in size and the data is accessed more frequently Aurora becomes less and less competitive, the analyst adds. Moerdler believes this debunks one major threat. For Amazon, he does not see this as a problem since there is a very large opportunity for departmental databases.
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.
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.

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MediciNova

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BAE Systems

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GS

Goldman Sachs

$228.20

-3.185 (-1.38%)

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$3.00

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$10.00

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$12.96

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Vale

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AT&T

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AAL

American Airlines

$41.51

-0.93 (-2.19%)

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  • 26

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Zion Oil & Gas

$3.13

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SBUX

Starbucks

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EQH

AXA Equitable

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  • 20

    Jun

EQH

AXA Equitable

$20.94

-0.01 (-0.05%)

18:06
06/19/18
06/19
18:06
06/19/18
18:06
Earnings
AXA Equitable reports Q1 non-GAAP EPS 83c, consensus 82c »

Reports Q1 revenue…

03/08/13
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  • 20

    Jun

BAESY

BAE Systems

$0.00

(0.00%)

18:06
06/19/18
06/19
18:06
06/19/18
18:06
Periodicals
USMC awards BAE contract to deliver new amphibious vehicles, Reuters says »

The U.S. Marine Corp has…

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ATNI

ATN International

$55.30

0.57 (1.04%)

18:04
06/19/18
06/19
18:04
06/19/18
18:04
Hot Stocks
ATN International acquires Geoverse LLC, terms not disclosed »

Geoverse, LLC, a…

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WBA

Walgreens Boots Alliance

$64.61

0.47 (0.73%)

, GE

General Electric

$12.96

-0.24 (-1.82%)

18:01
06/19/18
06/19
18:01
06/19/18
18:01
Hot Stocks
Walgreens Boots Alliance to replace General Electric in DJIA at open on 6/26 »

Walgreens Boots Alliance…

WBA

Walgreens Boots Alliance

$64.61

0.47 (0.73%)

GE

General Electric

$12.96

-0.24 (-1.82%)

03/08/13
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  • 28

    Jun

HPE

HP Enterprise

$15.90

-0.02 (-0.13%)

18:01
06/19/18
06/19
18:01
06/19/18
18:01
Hot Stocks
HP Enterprise to invest $4B in Intelligent Edge technologies »

Hewlett Packard…

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  • 10

    Jul

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