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MSFT

Microsoft

$100.24

-1.14 (-1.12%)

, GOOGL

Alphabet Class A

$1,159.03

-1.08 (-0.09%)

16:34
06/17/18
06/17
16:34
06/17/18
16:34

Microsoft is fixing office, WSJ reports

The new version of Microsoft (MSFT) Office appears to be playing catch-up to Google (GOOG; GOOGL) Docs, with cleaner design, faster apps and smarter features, according to The Wall Street Journal. While the new design is a step in the right direction, it may be too small, too slow and maybe too late, the publication added. Reference Link

MSFT

Microsoft

$100.24

-1.14 (-1.12%)

GOOGL

Alphabet Class A

$1,159.03

-1.08 (-0.09%)

GOOG

Alphabet

$1,151.95

-0.05 (-0.00%)

  • 18

    Jun

  • 28

    Oct

MSFT Microsoft
$100.24

-1.14 (-1.12%)

06/13/18
UBSW
06/13/18
NO CHANGE
Target $114
UBSW
Buy
Microsoft trading at discount to peers, says UBS
UBS analyst Jennifer Swanson Lowe believes Microsoft's current price undervalues both the emerging Cloud story and the durable on-premise legacy businesses. The analyst said Microsoft content is taking center stage as it acquired four game studios and formed a fifth. She also believes the strength of the Azure platform can be a differentiator for the company. Lowe reiterated her Buy rating and $114 price target on Microsoft shares.
06/12/18
MSCO
06/12/18
NO CHANGE
Target $130
MSCO
Overweight
Microsoft gaming model moving 'from Gillette to Netflix,' says Morgan Stanley
Morgan Stanley analyst Keith Weiss said announcements from E3 and his meeting with Executive VP of Gaming at Microsoft (MSFT), Phil Spencer, supported his view that the company's gaming division is "moving from Gillette to Netflix," meaning that its model is being transformed from a "razor/razor blade model" built on the Xbox console base towards a subscription gaming service streaming from Azure to all types of devices. Adding five new development studios to buttress Microsoft's first-party content particularly supported this view, said Weiss, who keeps an Overweight rating and $130 price target on Microsoft shares.
06/11/18
BERN
06/11/18
NO CHANGE
Target $123
BERN
Outperform
Microsoft kicks game up a notch, says Bernstein
Bernstein analyst Mark Moerdler notes that Microsoft is, "not surprisingly," increasing its investments in gaming by adding 5 new creative teams to Microsoft Studios, launching a brand-new gaming Studio - The Initiative, acquiring Playground Games, and announcing letters of intent to acquire Ninja Theory, Undead Labs and Compulsion Games. Microsoft is making numerous small acquisitions and launching significant new game development capability, he points out, adding that it is unlikely that Microsoft will make any large content creation acquisition after these announcements. The analyst reiterates an Outperform rating and $123 price target on the shares.
06/06/18
ARGS
06/06/18
NO CHANGE
Target $116
ARGS
Buy
Microsoft price target raised to $116 from $107 at Argus
Argus analyst Joseph Bonner maintained a Buy rating on Focus List choice Microsoft and raised his price target by $9 to $116 following the company's plans to acquire GitHub for $7.5B in stock, the second-largest acquisition in Microsoft's history. In a research note to investors, Bonner says the purchase is the biggest sign yet of the monumental shift in Microsoft's strategy and orientation under Satya Nadella, its CEO, and that Nadella has sought to shift the company to an open-source ethos that dovetails with its Azure cloud services business rather than seeking to protect Windows software at any cost. Bonner maintained his FY18 EPS forecast of $3.84 and FY19 forecast of $3.92.
GOOGL Alphabet Class A
$1,159.03

-1.08 (-0.09%)

06/15/18
06/15/18
DOWNGRADE
Target $24

Sell
Juniper downgraded to Sell on key account weakening at Rosenblatt
As previously reported, Rosenblatt analyst Ryan Koontz downgraded Juniper (JNPR) to Sell from Neutral, stating that he believes the company is starting to see weakness in several key accounts, including AT&T (T), Comcast (CMCSA), and Alphabet (GOOGL). Those three customers collectively represent about 15% of sales, Koontz estimates. He cut his second half revenue and EPS estimates for Juniper to below consensus and lowered his price target on the shares to $24 from $28.
06/13/18
MSCO
06/13/18
NO CHANGE
MSCO
Morgan Stanley says AT&T ruling may help narrow public/private media value gap
Morgan Stanley analyst Benjamin Swinburne said the court approval of AT&T's (T) acquisition of Time Warner (TWX) without conditions recognized the reality of new competition in the form of content investments from players such as Netflix (NFLX), Google's (GOOGL) YouTube, Amazon (AMZN), Apple (AAPL) and Facebook (FB). This ruling sends a "clear message to other industry players" and market uncertainty on deal prospects could fall, which could mean that equity values will likely rise accordingly, Swinburne tells investors. He notes there remains a large gap, which may now narrow, between private market valuations and public multiples in many parts of media and cable, pointing to Discovery Inc. (DISCK) as an example illustrating that point.
06/13/18
RSBL
06/13/18
NO CHANGE
RSBL
Sell
Applied Optoelectronics could be pressured by Google tightening, says Rosenblatt
Rosenblatt analyst Jun Zhang said checks point to a modest new tightening of capital spending at Alphabet's (GOOG) Google in Q2, which could lead to pressure on Applied Optoelectronics (AAOI). Among suppliers with modest exposure to Alphabet, Zhang currently sees minimal impact to Arista (ANET) and Juniper (JNPR). Zhang keeps a Sell rating on Applied shares.
06/08/18
OTRG
06/08/18
NO CHANGE
OTRG
Alphabet search remained strong in Q2, says OTR Global
OTR Global's checks indicate Q2 spending growth on Google search remained strong, driven by robust pricing trends and AI adoption. Spending growth through mid-Q2 was in line to slightly ahead of Q1 momentum, helped by higher CPCs, PLA demand, and similar audiences.
GOOG Alphabet
$1,151.95

-0.05 (-0.00%)

06/05/18
ARGS
06/05/18
NO CHANGE
Target $229
ARGS
Buy
Palo Alto Networks price target raised to $229 from $201 at Argus
Argus analyst Joseph Bonner raised his price target for Palo Alto Networks (PANW) to $229 and maintained a Buy rating after the company exceeded its own forecasts and consensus estimates in Q3 and named former Google (GOOGL) Chief Business Officer Nikesh Arora as chairman and CEO. In a research note to investors, Bonner says Palo Alto appears to have moved past recent sales execution issues and that management has recognized and taken advantage of emerging industry trends.

TODAY'S FREE FLY STORIES

CAT

Caterpillar

$118.92

-9.72 (-7.56%)

11:57
10/23/18
10/23
11:57
10/23/18
11:57
Hot Stocks
Caterpillar CFO: company focused on buyback »

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  • 23

    Oct

11:56
10/23/18
10/23
11:56
10/23/18
11:56
Conference/Events
Morgan Stanley to hold an analyst/industry conference call on IT trends »

Managing Director Huberty…

CSX

CSX

$66.08

-2.23 (-3.26%)

11:55
10/23/18
10/23
11:55
10/23/18
11:55
Options
CSX put volume heavy and directionally bearish »

Bearish flow noted in CSX…

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11:55
10/23/18
10/23
11:55
10/23/18
11:55
Conference/Events
CLSA financial analyst to hold an analyst/industry conference call »

Head of China A/H…

11:55
10/23/18
10/23
11:55
10/23/18
11:55
Conference/Events
CLSA Japan strategist to hold an analyst/industry conference call »

Japan Strategist,…

CNXN

Connection

$28.53

-0.25 (-0.87%)

11:54
10/23/18
10/23
11:54
10/23/18
11:54
Upgrade
Connection rating change  »

Connection upgraded to…

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  • 01

    Nov

YNDX

Yandex

$26.78

-0.76 (-2.76%)

11:53
10/23/18
10/23
11:53
10/23/18
11:53
Recommendations
Yandex analyst commentary  »

Goldman says…

03/08/13
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  • 29

    Oct

11:50
10/23/18
10/23
11:50
10/23/18
11:50
General news
Treasury's $65 B bill auctions were mixed with the 8-week outperforming »

Treasury's $65 B…

11:50
10/23/18
10/23
11:50
10/23/18
11:50
General news
U.S. equities are digging above lows »

U.S. equities are digging…

LYFT

Lyft

$0.00

(0.00%)

, UBER

Uber

$0.00

(0.00%)

11:46
10/23/18
10/23
11:46
10/23/18
11:46
Hot Stocks
Lyft is acquiring London-based augmented reality startup Blue Vision Labs »

In a blog post earlier,…

LYFT

Lyft

$0.00

(0.00%)

UBER

Uber

$0.00

(0.00%)

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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DB

Deutsche Bank

$10.73

0.015 (0.14%)

11:45
10/23/18
10/23
11:45
10/23/18
11:45
Options
Deutsche Bank call volume above normal and directionally bullish »

Bullish option flow…

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11:45
10/23/18
10/23
11:45
10/23/18
11:45
General news
FX Action: USD-JPY »

FX Action: USD-JPY dipped…

11:44
10/23/18
10/23
11:44
10/23/18
11:44
Conference/Events
Morgan Stanley energy analysts to hold an analyst/industry conference call »

Energy Analysts, along…

MCD

McDonald's

$175.81

9.28 (5.57%)

11:37
10/23/18
10/23
11:37
10/23/18
11:37
Hot Stocks
Breaking Hot Stocks news story on McDonald's »

McDonald's says…

03/08/13
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  • 23

    Oct

11:37
10/23/18
10/23
11:37
10/23/18
11:37
General news
8-Week Bill Auction Total Amount data reported »

8-Week Bill Auction Total…

11:37
10/23/18
10/23
11:37
10/23/18
11:37
General news
4-Week Bill Auction Total Amount data reported »

4-Week Bill Auction Total…

FSNN

Fusion

$2.37

-0.035 (-1.46%)

11:37
10/23/18
10/23
11:37
10/23/18
11:37
Conference/Events
Fusion management to meet with B. Riley FBR »

Meetings to be held in…

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  • 23

    Oct

  • 24

    Oct

  • 25

    Oct

  • 15

    Nov

CAT

Caterpillar

$119.44

-9.2 (-7.15%)

11:35
10/23/18
10/23
11:35
10/23/18
11:35
Hot Stocks
Caterpillar will have 'stiff tailwind next year' »

Caterpillar CEO Jim…

03/08/13
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03/06/13
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  • 23

    Oct

STX

Seagate

$42.62

-1 (-2.29%)

11:35
10/23/18
10/23
11:35
10/23/18
11:35
Options
Seagate put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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  • 30

    Oct

  • 02

    Nov

HSBC

HSBC

$39.61

-0.745 (-1.85%)

11:32
10/23/18
10/23
11:32
10/23/18
11:32
Downgrade
HSBC rating change  »

HSBC downgraded to…

03/08/13
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CAT

Caterpillar

$118.96

-9.68 (-7.52%)

11:28
10/23/18
10/23
11:28
10/23/18
11:28
Hot Stocks
Caterpillar: weak demand for oil, gas drilling equipment »

Caterpillar CFO Andrew…

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  • 23

    Oct

LMT

Lockheed Martin

$326.11

-0.34 (-0.10%)

11:28
10/23/18
10/23
11:28
10/23/18
11:28
Hot Stocks
Lockheed Martin says business pipeline remains 'robust' »

Says each of four…

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  • 23

    Oct

  • 30

    Oct

MCD

McDonald's

$175.92

9.39 (5.64%)

11:26
10/23/18
10/23
11:26
10/23/18
11:26
Hot Stocks
McDonald's sees FY U.S. commodity costs up about 2% »

Sees commodity pressures…

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  • 23

    Oct

11:25
10/23/18
10/23
11:25
10/23/18
11:25
Conference/Events
RBC Capital REITs analyst to hold a group luncheon »

REITs Analyst Golladay…

PRTK

Paratek Pharmaceuticals

$8.62

-0.37 (-4.12%)

11:25
10/23/18
10/23
11:25
10/23/18
11:25
Conference/Events
Paratek Pharmaceuticals to host investor day »

Investor Day to be held…

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  • 23

    Oct

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