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MDSO

Medidata

$70.91

1.54 (2.22%)

19:07
10/18/18
10/18
19:07
10/18/18
19:07

Medidata price target lowered to $74 from $87 at JPMorgan

JPMorgan analyst Sterling Auty lowered his price target on Medidata to $74 and kept his Neutral rating after the company's Q3 subscription revenue came in lower than he expected. The analyst also cites Medidata's commentary regarding "unpredictability" of its billings and collections. Auty states that the company's next quarter will be "very important", with major enterprise renewals set to "dictate what the subscription growth rate will look like in 2019".

  • 18

    Oct

MDSO Medidata
$70.91

1.54 (2.22%)

08/06/18
MSCO
08/06/18
NO CHANGE
MSCO
Boeing, Tesla, Nvidia make Morgan Stanley 'key man risk' list
Morgan Stanley equity strategist Mark Savino noted that about 12% of CEO jobs among S&P 500 companies turned over in 2017, noting that this was the highest level of CEO departures since before the financial crisis. The 59 stocks of S&P 500 companies that had CEOs depart in 2017 underperformed the market by 11% over the next 12 months, or since the departure for instances that were less than 12 months ago, noted Savino. In cooperation with the firm's U.S. analysts, Savino and his team identified the companies in each sector they believe face the greatest level of "key man risk," which includes: Boeing (BA), Tesla (TSLA), ADT Inc. (ADT), Moody's (MCO), TransUnion (TRU), Arista Networks (ANET), Church & Dwight (CHD), Coca-Cola (KO), Monster Beverage (MNST), Coupa Software (COUP), Salesforce (CRM), FireEye (FEYE), MongoDB (MDB), Microsoft (MSFT), New Relic (NEWR), XPO Logistics (XPO), Hilton (HLT), Las Vegas Sands (LVS), Best Buy (BBY), Ulta (ULTA), Aflac (AFL), Athene Holding (ATH), Lincoln National (LNC), Arthur J. Gallagher (AJG), Chubb (CB), Amazon.com (AMZN), Activision Blizzard (ATVI), Facebook (FB), Alphabet (GOOGL), Apple (AAPL), Terex (TEX), Cleveland-Cliffs (CLF), Freeport McMoRan (FCX), FleetCor (FLT), Global Payments (GPN), Square (SQ), Jazz Pharmaceuticals (JAZZ), Cheesecake Factory (CAKE), Broadcom (AVGO), Nvidia (NVDA), Chegg (CHGG), DXC Technology (DXC), Medidata (MDSO), Pluralsight (PS), RealPage (RP), Shopify (SHOP) and T-Mobile (TMUS).
09/11/18
DBAB
09/11/18
NO CHANGE
Target $95
DBAB
Buy
Medidata price target raised to $95 from $90 at Deutsche Bank
Deutsche Bank analyst Glen Santangelo raised his price target for Medidata Solutions to $95 after hosting meetings with CFO Rouven Bergmann. The analyst continues to be excited about the company's opportunities for both revenue growth and margin expansion. With a leading competitive position in an industry with high switching costs, Medidata has the luxury of focusing on the long-term and ensuring high quality products and execution, Santangelo tells investors in a research note. He reiterates a Buy rating on the shares.
09/25/18
RBCM
09/25/18
NO CHANGE
Target $91
RBCM
Outperform
Medidata price target lowered to $91 from $98 at RBC Capital
RBC Capital analyst George Hill lowered his price target on Medidata (MDSO) to $91, saying his revenue projections are now slightly lower than previously based on the increasing competition in ancillary services. The analyst cites Veeva's (VEEV) recent announcement of a consolidated CDMS solution, IQVIA's (IQV) expansion of its partnership with Salesforce to grow its offerings in clinical technology solutions, and LabCorp's (LH) Covance unit launching a new technology suite earlier this year. Hill contends that while Medidata still has the lead in market share and product development for the clinical trial IT market, keeping an Outperform rating on the stock in the long run, he also warns that the product announcements from competitors could lengthen the company's sales cycle.
10/18/18
PIPR
10/18/18
NO CHANGE
Target $96
PIPR
Overweight
Medidata price target lowered to $93 from $96 after earnings at Piper Jaffray
Piper Jaffray analyst Sean Wieland revised his FY19 estimates for Medidata Solutions following the company's revenue and EPS beat in Q3 and reaffirmation of its FY19 guidance. He lowered his price target accordingly to $93 from $96, but said the strong macro environment, a higher win rate and higher cross-sell traction is driving organic acceleration in the core EDC business. Wieland keeps an Overweight rating on Medidata shares.

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