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VMW

VMware

$145.01

-2.75 (-1.86%)

, DVMT

Dell Technologies

$94.85

0.36 (0.38%)

12:35
10/15/18
10/15
12:35
10/15/18
12:35

Icahn says VMware much more valuable than Dell itself

Carl Icahn is speaking on CNBC.

VMW

VMware

$145.01

-2.75 (-1.86%)

DVMT

Dell Technologies

$94.85

0.36 (0.38%)

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    Dec

VMW VMware
$145.01

-2.75 (-1.86%)

09/24/18
09/24/18
DOWNGRADE

Negative
Nutanix downgraded to Negative from Neutral at Susquehanna
As previously reported, Susquehanna analyst Mehdi Hosseini downgraded Nutanix to Negative from Neutral and reduced his price target on shares to $33 from $55. The analyst believes Nutanix's OEM relationships are likely to become "less impactful over time," and also cited increasing competition as a headwind. Hosseini specifically said not to count out Microsoft (MSFT), noted that VMware (VMW) continues to add new features for vSAN while tightening integration with AWS, and expects an IPO from Dell in the coming months.
09/18/18
WBLR
09/18/18
NO CHANGE
WBLR
Outperform
Fears of Google competition for Nutanix look overblown, says William Blair
Shares of Nutanix (NTNX) fell yesterday after The Information reported that Google (GOOG, GOOGL) is working on a potential hyperconverged infrastructure product that could conceptually compete with Nutanix, William Blair analyst Jason Ader tells investors in a research note titled "Fears of Google Entering HCI Space Look Overblown to Us". This is likely Google's response to what Microsoft (MSFT) has built with Azure Stack, which is Microsoft's HCI product that connects directly into its Azure public cloud service, Ader contends. He believes that if Google turn this into an actual packaged HCI product sold to a broad range of customers, it could create longer-term risk for Nutanix. However, thinks investors should consider that this appears to be another validation of the staying power of the on-premises market, which he says bodes well for Nutanix. Further, he points out that if Google were to decide to enter the HCI market more broadly, it would have a long way to go to establish itself in the enterprise against entrenched players like Nutanix and VMware (VMW). Google has not had great success selling into the enterprise historically and has little experience selling enterprise infrastructure appliances, Ader writes. The analyst reiterates an Outperform rating on Nutanix.
09/05/18
CLVD
09/05/18
NO CHANGE
CLVD
VMware estimate raised on positive partner feedback at Cleveland Research
Cleveland Research raised VMware FY20 estimates to reflect favorable partner feedback that indicates growth in the low double digits range into FY with increased contribution from bundling, VMC, and hybrid cloud adoption.
08/31/18
OPCO
08/31/18
NO CHANGE
Target $180
OPCO
Outperform
Oppenheimer adds VMware to top picks, ups price target to $180
Oppenheimer analyst Ittai Kidron raised his price target for VMware to $180 from $170 and added the shares to his firm's top picks. At the current valuation, the analyst believes there is still skepticism with respect to VMware's competitive positioning and ability to grow in the face of a cloud transition. However, his survey of VMware's customers indicate otherwise. Kidron left VMworld "incrementally positive" on VMWare's ability to execute on its any cloud/application/device strategy and drive further license growth. Further, his customer survey points to strong spending intentions and new product uptake ahead. The analyst stays bullish on VMware with an Outperform rating.
DVMT Dell Technologies
$94.85

0.36 (0.38%)

07/10/18
WELS
07/10/18
NO CHANGE
Target $155
WELS
Market Perform
VMware price target raised to $155 from $135 at Wells Fargo
Wells Fargo analyst Phil Winslow raised his price target for VMware (VMW) to $155 from $135 to account for the one-time special dividend and guidance announced in conjunction with Dell Technologies' acquisition of Class V common stock (DVMT) on July 2, 2018. The analyst reiterates a Market Perform rating on VMware's shares.
07/03/18
WELS
07/03/18
NO CHANGE
Target $105
WELS
Outperform
Dell Technologies price target raised to $105 from $92.50 at Wells Fargo
Wells Fargo analyst Philip Winslow raised his price target for Dell Technologies to $105 from $92.50 after the company announced the acquisition of Class V common stock in a negotiated conversion into shares of Class C common stock with a cash election option up to an aggregate amount of $9B. The analyst reiterates an Outperform rating on the shares.
07/03/18
LEHM
07/03/18
NO CHANGE
Target $172
LEHM
Overweight
VMware price target raised to $172 from $160 at Barclays
Barclays analyst Raimo Lenschow raised his price target for VMware to $172 saying yesterday's announcements around Dell's acquisition of Dell Technologies (DVMT) "will remove a significant overhang." Potential long-only investors were staying on the sidelines due to uncertainty around Dell's review of strategic alternatives, Lenschow tells investors in a research note. Dell's transaction implies that VMware will remain an independent entity, at least in the mid term, which should bring the "attractive fundamentals back in focus," the analyst contends. He reiterates an Overweight rating on VMware.
07/03/18
DBAB
07/03/18
NO CHANGE
Target $190
DBAB
Buy
VMware shares have multiple expansion upside, says Deutsche Bank
Deutsche Bank analyst Karl Keirstead believes shares of VMware (VMW) have multiple expansion upside now that the "Dell event risk is largely behind us." The analyst raised his price target for VMware shares to $190 from $185 and keeps a Buy rating on the name in a research note titled "An Early Independence Day."

TODAY'S FREE FLY STORIES

$NSD

NASDAQ Market Internals

$0.00

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$NYE

NYSE Market Internals

$0.00

(0.00%)

11:16
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KEM

Kemet

$20.96

0.305 (1.48%)

11:15
10/14/19
10/14
11:15
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11:15
Options
Kemet put volume heavy and directionally bearish »

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I

Intelsat

$24.59

0.26 (1.07%)

11:05
10/14/19
10/14
11:05
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11:05
Options
Intelsat call volume above normal and directionally bullish »

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DE

Deere

$169.81

-1.16 (-0.68%)

11:03
10/14/19
10/14
11:03
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11:03
Hot Stocks
Deere to acquire Unimil, terms not disclosed »

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SDC

SmileDirectClub

$10.48

-0.62 (-5.59%)

11:01
10/14/19
10/14
11:01
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11:01
Hot Stocks
Breaking Hot Stocks news story on SmileDirectClub »

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SDC

SmileDirectClub

$10.44

-0.66 (-5.95%)

11:00
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11:00
Hot Stocks
SmileDirectClub says CA assembly bill 1519 creates 'unnecessary hurdles' »

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TPR

Tapestry

$24.69

-1.28 (-4.93%)

10:55
10/14/19
10/14
10:55
10/14/19
10:55
Options
Tapestry put volume heavy and directionally bearish »

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10:55
10/14/19
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Conference/Events
Evercore REITs analyst to hold a luncheon »

REITs Analyst Sakwa holds…

PUBGY

Publicis

$0.00

(0.00%)

, DIS

Disney

$129.71

-0.37 (-0.28%)

10:54
10/14/19
10/14
10:54
10/14/19
10:54
Periodicals
Disney splitting $3B media business with Publicis, Omnicom, Campaign reports »

Disney (DIS) is set to…

PUBGY

Publicis

$0.00

(0.00%)

DIS

Disney

$129.71

-0.37 (-0.28%)

OMC

Omnicom

$74.82

0.17 (0.23%)

03/08/13
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ALXN

Alexion

$99.63

0.37 (0.37%)

10:45
10/14/19
10/14
10:45
10/14/19
10:45
Options
Alexion call volume above normal and directionally bullish »

Bullish option flow…

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WDC

Western Digital

$59.26

0.9 (1.54%)

, AAPL

Apple

$237.68

1.47 (0.62%)

10:39
10/14/19
10/14
10:39
10/14/19
10:39
On The Fly
Western Digital rises as analyst says buy on rising flash prices »

Shares of Western Digital…

WDC

Western Digital

$59.26

0.9 (1.54%)

AAPL

Apple

$237.68

1.47 (0.62%)

STX

Seagate

$53.60

-0.2 (-0.37%)

03/08/13
Wedge Partners
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03/06/13
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03/06/13
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HUM

Humana

$264.13

-2.2 (-0.83%)

10:34
10/14/19
10/14
10:34
10/14/19
10:34
Hot Stocks
Humana among five MA plans selected for Florida Medicare retirees »

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EHTH

eHealth

$54.37

-1.61 (-2.88%)

10:29
10/14/19
10/14
10:29
10/14/19
10:29
Recommendations
eHealth analyst commentary  »

eHealth churn concerns…

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  • 24

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BHC

Bausch Health

$20.50

-0.12 (-0.58%)

10:25
10/14/19
10/14
10:25
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10:25
Options
Bausch Health call volume above normal and directionally bullish »

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  • 04

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GNUS

Genius Brands

$0.83

0.06 (7.79%)

10:25
10/14/19
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10:25
Conference/Events
Genius Brands to host business news update conference call »

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Conference/Events
UBS technology analyst to hold an analyst/industry conference call »

Technology Analyst…

SDC

SmileDirectClub

$10.56

-0.54 (-4.86%)

10:20
10/14/19
10/14
10:20
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10:20
Recommendations
SmileDirectClub analyst commentary  »

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$NSD

NASDAQ Market Internals

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$NYE

NYSE Market Internals

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(0.00%)

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WLL

Whiting Petroleum

$6.94

-0.5 (-6.72%)

10:15
10/14/19
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10:15
Options
Whiting Petroleum put volume heavy and directionally bearish »

Bearish flow noted in…

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PING

Ping Identity

$16.72

0.25 (1.52%)

, NVST

Envista

$27.55

-0.32 (-1.15%)

10:09
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Fly Intel: Top five analyst initiations »

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PING

Ping Identity

$16.72

0.25 (1.52%)

NVST

Envista

$27.55

-0.32 (-1.15%)

DDOG

Datadog

$36.25

0.58 (1.63%)

BYND

Beyond Meat

$125.99

-5.41 (-4.12%)

BE

Bloom Energy

$3.11

-0.055 (-1.74%)

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FAST

Fastenal

$35.95

-0.41 (-1.13%)

, AMCX

AMC Networks

$46.77

-1.65 (-3.41%)

10:09
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Downgrade
Fly Intel: Top five analyst downgrades »

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FAST

Fastenal

$35.95

-0.41 (-1.13%)

AMCX

AMC Networks

$46.77

-1.65 (-3.41%)

DAL

Delta Air Lines

$52.44

-0.5 (-0.94%)

TOL

Toll Brothers

$39.32

-0.17 (-0.43%)

CGC

Canopy Growth

$18.66

-0.76 (-3.91%)

HEXO

Hexo

$2.38

-0.155 (-6.11%)

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NKE

Nike

$94.70

0.8 (0.85%)

, WDC

Western Digital

$59.86

1.5 (2.57%)

10:09
10/14/19
10/14
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Upgrade
Fly Intel: Top five analyst upgrades »

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NKE

Nike

$94.70

0.8 (0.85%)

WDC

Western Digital

$59.86

1.5 (2.57%)

VAR

Varian Medical

$112.50

1.72 (1.55%)

XLNX

Xilinx

$96.70

0.52 (0.54%)

HPE

HP Enterprise

$14.77

0.42 (2.93%)

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LK

Luckin Coffee

$18.99

-0.025 (-0.13%)

10:05
10/14/19
10/14
10:05
10/14/19
10:05
Options
Luckin Coffee call volume above normal and directionally bullish »

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