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CSCO

Cisco

$43.74

-0.02 (-0.05%)

10:30
08/14/18
08/14
10:30
08/14/18
10:30

Short-term call spreads in Cisco ahead of earnings

Short-term call spreads in Cisco ahead of earnings. The stock off 3c to $43.72 and 1.1K Aug 43.5 - 44.5 call spreads trade at 50c on ISE. The spread was sold and has traded 3K total - probably rolls long calls up one strike, from ITM to OTM, ahead of a profit report Wednesday afternoon.

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CSCO Cisco
$43.74

-0.02 (-0.05%)

07/19/18
PIPR
07/19/18
NO CHANGE
PIPR
Amazon switching fears 'overblown as suspected,' says Piper Jaffray
After yesterday's market close, it was reported and confirmed by Amazon (AMZN) and Cisco Systems (CSCO) that Amazon is not entering the network switching market as speculated on July 13, Piper Jaffray analyst James Fish tells investors in a research note titled "Fake News! Amazon Switching Fears Were Overblown As Suspected." The confirmation by Amazon removes the potential shadow of Amazon on the space, making Q3 earnings more about the fundamentals than "competitive hype," Fish writes. He notes that shares of Cisco, Arista Networks (ANET) and Juniper Networks (JNPR) are higher following the news. The analyst continues to recommend Cisco and Arista as his top networking picks.
07/19/18
07/19/18
NO CHANGE

Fly Intel: Today's top analyst calls on Wall Street
Check out today's top analyst calls from around Wall Street, compiled by The Fly. NEEDHAM CUTS TESLA TO UNDERPERFORM: Needham analyst Rajvindra Gill downgraded Tesla (TSLA) to Underperform from Hold, stating the stock remains overvalued in spite of its 16% decline from the the June 2017 peak. The analyst cited expectations of slower Model S/X sales amid increased competition and possible cannibalization from the Model 3, the expiration of credits, slower gross margins improvement with "persistently high" production costs, lower energy segment revenue after recent restructuring, and Tesla's "unsustainable capital structure." Tesla is down 1.9% in midday trading. CREDIT SUISSE UPGRADES SQUARE: Credit Suisse analyst Paul Condra upgraded Square (SQ) to Outperform from Neutral, saying he believes its growing product eco-system is increasing its ability to penetrate larger merchants. He also said positive data points on Cash-App adoption validate Square's two-sided platform strategy to grow both merchant and consumer use-cases. The analyst also raised his price target on the shares to $81 from $44. MORGAN STANLEY UPS SQUARE TARGET: Morgan Stanley analyst James Faucette sees good potential for upward estimate revisions for Square in the near-term and raised his price target on the stock to $75 from $43. However, Faucette kept an Equal Weight rating on Square, calling its valuation "demanding" and citing his continued view that new services are misvalued. Square is higher by 3.5% at midday. MORGAN STANLEY DOWNGRADES LENDINGCLUB, ON DECK: Morgan Stanley's Faucette downgraded LendingClub (LC) to Equal Weight from Overweight as he thinks the previously disclosed FTC investigation into the company's lending practices will be a drag on new investor interest and involvement in the stock until it is resolved. Faucette lowered his price target on LendingClub shares to $5 from $6. Faucette downgraded On Deck Capital (ONDK) to Underweight from Equal Weight, stating that he sees the company needing a long time to meaningfully scale the "OnDeck-as-a-Service," which he believes will limit the stock's potential for valuation expansion above small-to-mid cap banks. Also, Faucette sees limited upside potential to origination growth estimates given the company's preference for delivering profitability versus growth, he tells investors. PIPER POSITIVE ON CISCO AND ARISTA, CALLS AMAZON FEARS OVERBLOWN: Amazon (AMZN) is not entering the network switching market as speculated on July 13, Piper Jaffray analyst James Fish told investors in a research note. The confirmation by Amazon removes the potential shadow of Amazon on the space. The analyst continued to recommend Cisco (CSCO) and Arista (ANET) as his top networking picks.
08/02/18
JPMS
08/02/18
NO CHANGE
JPMS
Overweight
Cisco deal for Duo shouldn't have major impact on Okta, ForeScout, says JPMorgan
After Cisco (CSCO) announced it will acquire privately held Duo Security for $2.35B, JPMorgan analyst Sterling Auty offered his view on the read-through from the deal to Okta (OKTA) and ForeScout (FSCT). Duo Security is best known for its multi-factor authentication, and MFA is only one out of six products that Okta offers, said Auty, who does not see the deal having a major impact on Okta. ForeScout has long competed with Cisco for network access control and the Duo deal does have the potential to bolster Cisco's capabilities in this area, Auty said. However, he does not see this transaction having a meaningful near- or mid-term impact, as he contends that ForeScout has "moved well beyond" its original use case. Auty has Overweight ratings on both Okta and ForeScout.
08/14/18
JMPS
08/14/18
NO CHANGE
JMPS
Market Perform
Cisco shares fairly valued ahead of Q4 results, says JMP Securities
JMP Securities analyst Erik Suppiger reiterated a Market Perform rating on Cisco Systems ahead of the company's Q4 earnings report on August 15, telling investors in a research note that he believes the quarter will be in line with Street estimates of 68c for EPS on revenue of $12.7B. Suppiger says that channel checks indicate that Cisco's flagship switching business was healthy during the quarter, with strength in data center switching, but its routing business was under pressure due to continued slow service provider spending. Additionally, the analyst says checks also indicate that Cisco's security business slowed following a "relatively strong" Q3, and he believes firewall sales may have paused ahead of an upgrade across its firewall product line. Suppiger feels that Cisco shares are fairly valued in light of expectations for in-line results with growth of 5% y/y in Q4.

TODAY'S FREE FLY STORIES

ISRG

Intuitive Surgical

$528.04

3.29 (0.63%)

21:07
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UBER

Uber

$0.00

(0.00%)

, TM

Toyota

$125.10

0.93 (0.75%)

20:35
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Uber confirms investment from Toyota, DENSO and SoftBank Vision Fund »

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UBER

Uber

$0.00

(0.00%)

TM

Toyota

$125.10

0.93 (0.75%)

DNZOY

Denso

$0.00

(0.00%)

SFTBF

SoftBank

$0.00

(0.00%)

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  • 05

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FIX

Comfort Systems USA

$57.58

0.06 (0.10%)

20:08
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20:08
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20:08
Hot Stocks
Comfort Systems USA discloses ransomware attack virus »

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NSANY

Nissan

$0.00

(0.00%)

, RNSDF

Renault

$0.00

(0.00%)

19:29
04/18/19
04/18
19:29
04/18/19
19:29
Periodicals
Nissan to cut global output by 15% in FY19/20, Nikkei reports »

Nissan Motor (NSANY) will…

NSANY

Nissan

$0.00

(0.00%)

RNSDF

Renault

$0.00

(0.00%)

03/08/13
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FE

FirstEnergy

$40.51

0.28 (0.70%)

19:13
04/18/19
04/18
19:13
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19:13
Hot Stocks
FirstEnergy CEO 'pleased' FES submitted revised disclosure statement »

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  • 24

    Apr

TSLA

Tesla

$273.25

2.13 (0.79%)

19:03
04/18/19
04/18
19:03
04/18/19
19:03
Periodicals
Tesla CEO, SEC granted one more week to resolve tweet dispute, WSJ says »

Tesla CEO Elon Musk and…

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  • 22

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EXPO

Exponent

$56.39

0.23 (0.41%)

, AKRX

Akorn

$2.77

-0.16 (-5.46%)

18:57
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Hot Stocks
Fly Intel: After Hours Movers »

UP AFTER EARNINGS:…

EXPO

Exponent

$56.39

0.23 (0.41%)

AKRX

Akorn

$2.77

-0.16 (-5.46%)

ZSAN

Zosano Pharma

$3.41

-0.11 (-3.13%)

FAST

Fastenal

$71.08

0.95 (1.35%)

APHA

Aphria

$7.65

-0.165 (-2.11%)

ISRG

Intuitive Surgical

$528.04

3.29 (0.63%)

PBCT

People's United

$17.12

-0.21 (-1.21%)

I

Intelsat

$19.48

0.235 (1.22%)

LLY

Eli Lilly

$115.20

-1.23 (-1.06%)

PFE

Pfizer

$39.37

-0.5 (-1.25%)

03/08/13
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FIVE

Five Below

$141.65

1.82 (1.30%)

18:44
04/18/19
04/18
18:44
04/18/19
18:44
Hot Stocks
Five Below CEO: There is potential for 2,500+ stores in the U.S »

In an interview on…

03/08/13
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LBRT

Liberty Oilfield Services

$16.60

-0.59 (-3.43%)

18:39
04/18/19
04/18
18:39
04/18/19
18:39
Hot Stocks
Liberty Oilfield Services CFO sells 90,000 Class A common shares »

In a regulatory filing,…

03/08/13
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  • 23

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VNO

Vornado

$67.02

0.77 (1.16%)

18:37
04/18/19
04/18
18:37
04/18/19
18:37
Hot Stocks
Vornado sells 45% equity in flagship NYC assets to institutional investors »

Vornado announced that…

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  • 30

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CHKP

Check Point

$120.01

-9.56 (-7.38%)

18:26
04/18/19
04/18
18:26
04/18/19
18:26
Recommendations
Check Point analyst commentary at Jefferies »

Check Point billings,…

03/08/13
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03/06/13
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  • 18

    Apr

CAG

Conagra Brands

$30.53

0.405 (1.34%)

18:11
04/18/19
04/18
18:11
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18:11
Hot Stocks
Conagra Brands director Gregor buys 10K shares of common stock »

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  • 18

    May

UNP

Union Pacific

$176.70

7.5 (4.43%)

17:52
04/18/19
04/18
17:52
04/18/19
17:52
Periodicals
Union Pacific halts construction of $550M facility in Texas, WSJ reports »

Union Pacific has stopped…

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  • 18

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SO

Southern Company

$51.95

-0.22 (-0.42%)

17:47
04/18/19
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Southern Company to sell Nacogdoches Generating Facility for $460M »

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  • 01

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TSLA

Tesla

$273.25

2.13 (0.79%)

17:46
04/18/19
04/18
17:46
04/18/19
17:46
Periodicals
Tesla CEO Musk, SEC ask for extension to settle tweet dispute, Reuters says »

Tesla CEO Elon Musk and…

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  • 22

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GLD

SPDR Gold Shares

$120.40

0.09 (0.07%)

17:44
04/18/19
04/18
17:44
04/18/19
17:44
Hot Stocks
SPDR Gold Shares holdings fall to 751.68MT from 752.86MT »

This is the lowest level…

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OSW

OneSpaWorld

$13.77

(0.00%)

17:37
04/18/19
04/18
17:37
04/18/19
17:37
Syndicate
Breaking Syndicate news story on OneSpaWorld »

OneSpaWorld files to sell…

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SCHW

Charles Schwab

$45.57

-0.53 (-1.15%)

17:36
04/18/19
04/18
17:36
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17:36
Hot Stocks
Charles Schwab EVP Murtagh sells 23.2K shares of common stock »

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  • 26

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OSW

OneSpaWorld

$13.77

(0.00%)

17:36
04/18/19
04/18
17:36
04/18/19
17:36
Syndicate
Breaking Syndicate news story on OneSpaWorld »

OneSpaWorld files to sell…

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SHLD

Sears

$0.00

(0.00%)

17:32
04/18/19
04/18
17:32
04/18/19
17:32
Hot Stocks
Sears delays filing 10-K form »

As previously reported on…

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LB

L Brands

$25.68

0.02 (0.08%)

17:25
04/18/19
04/18
17:25
04/18/19
17:25
Hot Stocks
L Brands board supports declassification, enters into pact with Barington »

The L Brands board has…

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  • 16

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TSLA

Tesla

$273.25

2.13 (0.79%)

17:17
04/18/19
04/18
17:17
04/18/19
17:17
Periodicals
Breaking Periodicals news story on Tesla »

Tesla CEO Musk, SEC…

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  • 22

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AMBR

Amber Road

$8.55

-0.31 (-3.50%)

17:17
04/18/19
04/18
17:17
04/18/19
17:17
Hot Stocks
Altai Capital says Amber Road meeting delay attempt to 'avoid accountability' »

Altai Capital Management,…

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  • 07

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CYCN

Cyclerion Therapeutics

$15.57

-0.68 (-4.18%)

17:15
04/18/19
04/18
17:15
04/18/19
17:15
Syndicate
Breaking Syndicate news story on Cyclerion Therapeutics »

Cyclerion Therapeutics…

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ACDVF

Air Canada

$0.00

(0.00%)

, BA

Boeing

$380.02

2.48 (0.66%)

17:10
04/18/19
04/18
17:10
04/18/19
17:10
Periodicals
Air Canada says will review plane systems on Boeing's MAX, Reuters says »

Air Canada (ACDVF) said…

ACDVF

Air Canada

$0.00

(0.00%)

BA

Boeing

$380.02

2.48 (0.66%)

03/08/13
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