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CSCO

Cisco

$44.84

-0.91 (-1.99%)

10:15
10/23/18
10/23
10:15
10/23/18
10:15

Cisco put volume heavy and directionally bearish

Bearish flow noted in Cisco with 5,315 puts trading, or 1.3x expected. Most active are Nov-18 45 calls and 10/26 weekly 44.5 puts, with total volume in those strikes near 1,700 contracts. The Put/Call Ratio is 1.51, while ATM IV is up over 5 points on the day. Earnings are expected on November 14th.

  • 24

    Oct

  • 25

    Oct

CSCO Cisco
$44.84

-0.91 (-1.99%)

10/18/18
DBAB
10/18/18
NO CHANGE
DBAB
Buy
Deutsche Bank presents path to $75 per share for Cisco Systems
Deutsche Bank analyst Vijay Bhagavath is out with a research note highlighting a "Bull Case View" on Cisco Systems, which presents a "line of sight" to $75 per share. This represents "60% outperformance potential, based on a fairly modest" assumptions, Bhagavath tells investors. The assumptions include a 16 times enterprise value to free cash flow multiple on his $4.55 fiscal 2021 free cash flow per share scenario. The analyst's bull case for fiscal 2021 calls for a 7% sales growth scenario at 65% gross margin, 35% operating margin, and low-teens free cash flow growth. Bhagavath keeps a Buy rating on shares of Cisco.
10/17/18
BARD
10/17/18
INITIATION
BARD
Outperform
Proofpoint assumed with an Outperform at Baird
Baird analyst Jonathan Ruykhaver assumed coverage on Proofpoint (PFPT) with an Outperform rating and $130 price target. The analyst calls the stock's valuation "compelling," noting that Proofpoint's email security solution is among the best-rated technologies from industry experts, and saying he has a very high regard for the executive team. Additionally, Ruykhaver views the threat of increased competition from established providers like Cisco (CSCO) and Symantec (SYMC) to be "muted."
10/15/18
WBLR
10/15/18
NO CHANGE
WBLR
Outperform
Arista higher after William Blair uncovers 'game-changing' Pentagon win
William Blair analyst Jason Ader says he recently learned from a federal value-added reseller contact that Arista Networks (ANET) has won a multiyear award with the Department of Defense for the unclassified piece of the Pentagon network, which encompasses 80,000 ports across multiple facilities. Shares of Arista Networks are up 3%, or $7.13, to $229.50 in premarket trading. The analyst's contact estimates the size of the contract at roughly $100M over multiple years, shared among Arista, Aruba, and the VAR. The contract win was a competitive displacement of Cisco Systems (CSCO), and includes Arista for core switching and routing, and Aruba for edge switching, Ader tells investors in a research note. He points out that the award is currently under protest by Cisco. While the deal by itself "should be a needle-mover" for Arista, it also represents a "game-changing development for the company in the U.S. federal vertical, where it has had very limited penetration historically," Ader contends. He believes the win "could open many new doors in the future" for Arista, both in Department of Defense and other government agencies. Ader reiterates an Outperform rating on Arista.
10/01/18
PIPR
10/01/18
NO CHANGE
Target $53
PIPR
Overweight
Cisco price target raised to $53 from $50 at Piper Jaffray
Piper Jaffray analyst James Fish raised his price target for Cisco Systems to $53 to reflect the "strong" demand trends in his recent Networking and Security Channel Surveys as well as a higher multiple. The analyst's channel checks suggest that Cisco could report fiscal Q1 revenue of $12.95B, which is above the consensus estimate of $12.87B. Fish believes tariffs are not having an impact yet on Cisco and he keeps an Overweight rating on the shares.

TODAY'S FREE FLY STORIES

21:25
03/25/19
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21:25
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21:25
General news
Fed's Rosengren warned that U.S. Q1 growth is likely to be weak »

Fed's Rosengren…

BBBY

Bed Bath & Beyond

$13.87

0.17 (1.24%)

20:44
03/25/19
03/25
20:44
03/25/19
20:44
Periodicals
Activist firms seek to replace Bed Bath & Beyond board, CEO, WSJ says »

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  • 10

    Apr

RTN

Raytheon

$180.58

-0.82 (-0.45%)

, BA

Boeing

$370.52

8.37 (2.31%)

20:36
03/25/19
03/25
20:36
03/25/19
20:36
Hot Stocks
Raytheon kill vehicle hits ICBM target in first dual-salvo test »

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RTN

Raytheon

$180.58

-0.82 (-0.45%)

BA

Boeing

$370.52

8.37 (2.31%)

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  • 28

    May

20:35
03/25/19
03/25
20:35
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20:35
General news
The "Summary of Opinions" from the BoJ's March meeting »

The "Summary of…

WHD

Cactus

$36.03

1.225 (3.52%)

20:27
03/25/19
03/25
20:27
03/25/19
20:27
Hot Stocks
Cactus VP of Operations sells 229K shares of common stock »

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CCL

Carnival

$56.67

-0.065 (-0.11%)

, MKC

McCormick

$143.88

1.58 (1.11%)

20:25
03/25/19
03/25
20:25
03/25/19
20:25
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

CCL

Carnival

$56.67

-0.065 (-0.11%)

MKC

McCormick

$143.88

1.58 (1.11%)

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  • 26

    Mar

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  • 27

    Mar

CRTO

Criteo

$21.99

-3.4 (-13.39%)

20:19
03/25/19
03/25
20:19
03/25/19
20:19
Downgrade
Criteo rating change at KeyBanc »

Criteo downgraded to…

03/08/13
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SSNLF

Samsung

$0.00

(0.00%)

20:02
03/25/19
03/25
20:02
03/25/19
20:02
Periodicals
Samsung sees weaker environment for display, memory in Q1, Bloomberg says »

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BA

Boeing

$370.52

8.37 (2.31%)

19:51
03/25/19
03/25
19:51
03/25/19
19:51
Hot Stocks
U.S. MDA and Boeing Complete Historic Missile Defense Test »

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  • 28

    May

MCD

McDonald's

$185.66

-1.11 (-0.59%)

19:49
03/25/19
03/25
19:49
03/25/19
19:49
Periodicals
McDonald's purchase price of Dynamic Yield above $300M, Bloomberg says »

The purchase of Dynamic…

03/08/13
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  • 30

    Apr

  • 28

    May

SSNLF

Samsung

$0.00

(0.00%)

19:32
03/25/19
03/25
19:32
03/25/19
19:32
Periodicals
Breaking Periodicals news story on Samsung »

Samsung sees Q1 below…

03/08/13
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AWR

American States Water

$71.51

0.505 (0.71%)

19:22
03/25/19
03/25
19:22
03/25/19
19:22
Hot Stocks
American States Water CEO sells 12.4K shares of common stock »

In a regulatory filing,…

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MEOH

Methanex

$56.35

-1.38 (-2.39%)

19:10
03/25/19
03/25
19:10
03/25/19
19:10
Hot Stocks
Methanex confirms receipt of director nominees notice from M&G »

Methanex Corporation…

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BECN

Beacon Roofing

$34.14

0.81 (2.43%)

, SAEX

SAExploration

$4.03

0.13 (3.33%)

18:55
03/25/19
03/25
18:55
03/25/19
18:55
Hot Stocks
Fly Intel: After Hours Movers »

DOWN AFTER EARNINGS:…

BECN

Beacon Roofing

$34.14

0.81 (2.43%)

SAEX

SAExploration

$4.03

0.13 (3.33%)

IQ

iQIYI

$24.01

-0.86 (-3.46%)

MYOK

MyoKardia

$51.87

-2.44 (-4.49%)

CTMX

CytomX Therapeutics

$10.76

0.33 (3.16%)

03/08/13
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  • 26

    Mar

  • 26

    Mar

  • 21

    May

  • 27

    Mar

HPQ

HP Inc.

$18.97

-0.4 (-2.07%)

18:48
03/25/19
03/25
18:48
03/25/19
18:48
Periodicals
HP lawyer tells court Autonomy's Lynch inflated sales data, Reuters says »

A lawyer for HP told a…

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  • 23

    Apr

PEGA

Pegasystems

$63.61

-0.27 (-0.42%)

18:45
03/25/19
03/25
18:45
03/25/19
18:45
Hot Stocks
Pegasystems CEO: We are massively changing our marketing strategy »

In an interview on…

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  • 22

    May

SMTC

Semtech

$52.59

-0.38 (-0.72%)

18:32
03/25/19
03/25
18:32
03/25/19
18:32
Hot Stocks
Semtech CEO sells 25K shares of common stock »

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  • 25

    Mar

TMO

Thermo Fisher

$268.89

5.015 (1.90%)

18:24
03/25/19
03/25
18:24
03/25/19
18:24
Hot Stocks
Thermo Fisher CEO: We have a very disciplined M&A process »

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DJX

Dow Jones Industrial Average

$0.00

(0.00%)

, SPX

S&P 500

$0.00

(0.00%)

18:24
03/25/19
03/25
18:24
03/25/19
18:24
Periodicals
Parliament forces votes on Brexit plan options, Bloomberg reports »

Lawmakers of U.K.…

DJX

Dow Jones Industrial Average

$0.00

(0.00%)

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$278.99

-0.56 (-0.20%)

03/08/13
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MCD

McDonald's

$185.66

-1.11 (-0.59%)

18:23
03/25/19
03/25
18:23
03/25/19
18:23
Hot Stocks
McDonald's to acquire Dynamic Yield, terms not stated »

McDonald's announced…

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  • 30

    Apr

  • 28

    May

BA

Boeing

$370.52

8.37 (2.31%)

18:22
03/25/19
03/25
18:22
03/25/19
18:22
Periodicals
Boeing software fix to prevent repeated activiation of MCAS, Reuters says »

A Boeing software repair…

03/08/13
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  • 28

    May

ACHC

Acadia

$29.47

-0.59 (-1.96%)

17:58
03/25/19
03/25
17:58
03/25/19
17:58
Hot Stocks
Acadia says President Brett Turner leaving by mutual agreement »

Brent Turner, President…

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AAPL

Apple

$188.78

-2.33 (-1.22%)

17:41
03/25/19
03/25
17:41
03/25/19
17:41
Recommendations
Apple analyst commentary at Piper Jaffray »

Apple price target raised…

03/08/13
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  • 25

    Mar

  • 03

    Jun

ZFGN

Zafgen

$2.70

-0.15 (-5.26%)

17:38
03/25/19
03/25
17:38
03/25/19
17:38
Hot Stocks
Armistice Capital reports 5.6% passive stake in Zafgen »

In a regulatory filing,…

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NOC

Northrop Grumman

$268.56

0.27 (0.10%)

17:36
03/25/19
03/25
17:36
03/25/19
17:36
Hot Stocks
Northrop Grumman awarded $245.05M Navy contract modification »

Northrop Grumman has been…

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