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WDAY

Workday

$130.36

-2.62 (-1.97%)

, DIS

Disney

$115.43

(0.00%)

09:39
11/06/18
11/06
09:39
11/06/18
09:39

Workday likely closed Disney deal at end of Q3, says Cleveland Research

Cleveland Research said research suggests Workday (WDAY) likely closed the Disney (DIS) deal at the end of Q3. The firm's analyst believes large deal likely finished ahead of Q3 expectations, with prior work indicating Comcast (CMSA) and H&R Block (HRB) also were won in the quarter.

WDAY

Workday

$130.36

-2.62 (-1.97%)

DIS

Disney

$115.43

(0.00%)

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WDAY Workday
$130.36

-2.62 (-1.97%)

10/03/18
NEED
10/03/18
NO CHANGE
Target $170
NEED
Buy
Workday customer conference highlighted 'continued strong demand', says Needham
Needham analyst Scott Berg kept his Buy rating and $170 price target on Workday after attending the company's annual customer conference yesterday. The analyst says the discussions with Workday's partners and customers indicate "continued strong demand" with its Financials platform which may "further accelerate" from the current y/y levels. Berg believes that its ongoing growth could yield a 30% subscription revenue gains over the next two years, even though he saw the company's new product announcements as "underwhelming".
10/17/18
BERN
10/17/18
UPGRADE
BERN
Outperform
Workday upgraded to Outperform from Market Perform at Bernstein
10/17/18
BERN
10/17/18
UPGRADE
BERN
Outperform
Workday upgraded to Outperform on long-term growth at Bernstein
As previously reported, Bernstein analyst Mark Moerdler upgraded Workday (WDAY) to Outperform from Market Perform. After looking into the ERP market in his recent multi-part ERP Primer series, the analyst has determined that even if the ERP market moves reasonably slowly to the Cloud, it is large enough and the fact there are only a few vendors with a competitive SaaS solution should allow Workday to continue to gain share. In fact, Moerdler believes that the market is large enough that even if Workday does not take customers from Oracle (ORCL) or SAP (SAP), it can still grow its subscription revenue with a 24%-36% 5-year CAGR through 2022.
10/17/18
10/17/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Infosys (INFY) upgraded to Market Perform from Underperform at William Blair WITH analyst Maggie Nolan citing Q2 results. 2. American Airlines (AAL), Delta Air Lines (DAL), and United Continental (UAL) upgraded to Buy from Hold at Deutsche Bank. 3. Akorn (AKRX) upgraded to Overweight from Neutral at Piper Jaffray with analyst David Amsellem saying based on trends associated with a number of its notable products, as well as his recent conversation with management, he believes a picture of sustainable EBITDA is emerging at Akorn that is better than what he had previously envisioned. 4. Workday (WDAY) upgraded to Outperform from Market Perform at Bernstein with analyst Mark Moerdler saying he determined that even if the ERP market moves reasonably slowly to the Cloud, it is large enough and the fact there are only a few vendors with a competitive SaaS solution should allow Workday to continue to gain share. 5. Domino's Pizza (DPZ) upgraded to Buy from Hold at Maxim with analyst Stephen Anderson saying the pullback in the stock price is overdone and expects accelerated cost savings and solid comps to yield higher earnings, raising his FY20 EPS view to $12.01 from $11.72. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
DIS Disney
$115.43

(0.00%)

10/15/18
MSCO
10/15/18
NO CHANGE
Target $135
MSCO
Overweight
Disney shares appear 'compelling' at current levels, says Morgan Stanley
Morgan Stanley analyst Benjamin Swinburne believes Disney (DIS) shares appear "compelling" at a current valuation of under 13x "core" FY20 pro forma EPS given the company's opportunity to maximize the potential of the acquired Fox (FOXA) assets and scale a direct-to-consumer business. He attributes investor reluctance to own Disney shares to uncertainty about its ability to simultaneously execute on a large acquisition, launch a global direct-to-consumer business and grow, but Swinburne sees this "complexity discount" as an opportunity, he tells investors. He maintains an Overweight rating on Disney shares with a $135 price target.
10/19/18
LEHM
10/19/18
UPGRADE
Target $130
LEHM
Overweight
Disney upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Kannan Venkateshwar upgraded Disney to Overweight from Equal Weight and raised his price target for the shares to $130 from $105.
10/19/18
LEHM
10/19/18
UPGRADE
Target $130
LEHM
Overweight
Barclays sees Disney becoming 'core holding' again, upgrades to Overweight
Barclays analyst Kannan Venkateshwar upgraded Disney to Overweight from Equal Weight and raised his price target for the shares to $130 from $105. The shares closed yesterday down 91c to $116.18. The stock is likely to become a "core holding" again, Venkateshwar tells investors in a research note partially titled "The Force Awakens." While almost everything about Disney's over-the-top story is conjecture and success is not a given, the company has the "key mix of assets to be successful and the opportunity from this pivot could be substantial," contends the analyst. He believes Disney's investor day could prove to be a catalyst to frame the scale of the OTT opportunity and help the company build a credible terminal value "story"' around the stock. And the analyst thinks current media multiples are more about terminal value optionality than near-term core trends. "In this respect, there are a few other names with a credible terminal value story other than Disney," writes Venkateshwar.
10/19/18
10/19/18
UPGRADE

On The Fly: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Disney (DIS) upgraded to Overweight from Equal Weight at Barclays with analyst Kannan Venkateshwar saying the stock is likely to become a "core holding" again. 2. Dentsply Sirona (XRAY) double upgraded to Buy from Sell at Goldman Sachs with analyst Nathan Rich saying he now believes consensus estimates are achievable and that Dentsply's valuation is attractive relative to Medtech peers. 3. PayPal (PYPL) upgraded to Buy from Neutral at BTIG with analyst Mark Palmer saying the company's Venmo monetization progress was the deciding factor in his rating change. 4. Roku (ROKU) upgraded to Outperform from Sector Perform at RBC Capital with analyst Mark Mahaney saying the company's valuation has become more attractive following a 25% pullback in its stock price but believes Roku offers the "best opportunity for upwards estimates revisions." 5. O'Reilly Automotive (ORLY) upgraded to Overweight from Neutral at JPMorgan with analyst Christopher Horvers saying he sees "strong" fundamentals with "structurally positive industry factors." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

TODAY'S FREE FLY STORIES

DDAIF

Daimler AG

$0.00

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FX Update: The Yen traded softer amid a risk-on backdrop »

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ETFC

E-Trade

$47.45

0.88 (1.89%)

17:33
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E-Trade to hold Education Day »

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PFE

Pfizer

$42.41

0.45 (1.07%)

12:56
02/17/19
02/17
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12:56
Hot Stocks
Pfizer, EMD Serono announce publication of Phase 3 data for BAVENCIO plus INLYTA »

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MRK

Merck

$79.84

0.9 (1.14%)

, PFE

Pfizer

$42.41

0.45 (1.07%)

12:48
02/17/19
02/17
12:48
02/17/19
12:48
Hot Stocks
Merck presents results from Phase 3 KEYNOTE-426 study »

Merck (MRK) announced…

MRK

Merck

$79.84

0.9 (1.14%)

PFE

Pfizer

$42.41

0.45 (1.07%)

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AVEO

Aveo Pharmaceuticals

$0.62

0.0092 (1.51%)

12:42
02/17/19
02/17
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Hot Stocks
Aveo Pharmaceuticals presents TIVO-3 trial topline results »

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ARDM

Aradigm

$0.00

(0.00%)

12:34
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Aradigm announces plans for reorganization under Chapter 11 »

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AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

, XPO

XPO Logistics

$52.01

-7.535 (-12.65%)

13:26
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02/16
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13:26
Periodicals
Amazon a risk for almost every stock/sector, Barron's says »

Amazon (AMZN) is eating…

AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

XPO

XPO Logistics

$52.01

-7.535 (-12.65%)

KR

Kroger

$29.50

0.54 (1.86%)

FAST

Fastenal

$62.97

0.61 (0.98%)

GWW

Grainger

$316.63

4.9 (1.57%)

03/08/13
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YETI

Yeti

$22.85

0.97 (4.43%)

13:20
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02/16
13:20
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13:20
Periodicals
Yeti stock has 60% upside, Barron's says »

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L

Loews

$46.67

0.785 (1.71%)

13:14
02/16/19
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13:14
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13:14
Periodicals
Investors can love Loews, Barron's says »

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EQIX

Equinix

$421.53

1.16 (0.28%)

, COR

CoreSite Realty

$102.69

0.625 (0.61%)

13:10
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13:10
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13:10
Periodicals
Equinix, CoreSite Realty among stocks to play data-center boom, Barron's says »

Data-center stocks may…

EQIX

Equinix

$421.53

1.16 (0.28%)

COR

CoreSite Realty

$102.69

0.625 (0.61%)

IRM

Iron Mountain

$35.13

-0.14 (-0.40%)

INXN

Interxion

$64.65

0.81 (1.27%)

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NOK

Nokia

$6.31

0.015 (0.24%)

, ERIC

Ericsson

$9.36

0.015 (0.16%)

13:07
02/16/19
02/16
13:07
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13:07
Periodicals
A U.S. ban of Huawei may benefit Ericsson, Samsung, Barron's says »

The next salvo in the…

NOK

Nokia

$6.31

0.015 (0.24%)

ERIC

Ericsson

$9.36

0.015 (0.16%)

SSNLF

Samsung

$0.00

(0.00%)

CSCO

Cisco

$49.45

1.05 (2.17%)

JNPR

Juniper

$27.12

0.16 (0.59%)

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COP

ConocoPhillips

$70.13

1.04 (1.51%)

, MUR

Murphy Oil

$29.23

0.59 (2.06%)

13:00
02/16/19
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Periodicals
Dividend investors should look to oil stocks for big yields, Barron's says »

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COP

ConocoPhillips

$70.13

1.04 (1.51%)

MUR

Murphy Oil

$29.23

0.59 (2.06%)

CVX

Chevron

$119.30

1.19 (1.01%)

VLO

Valero

$84.34

0.75 (0.90%)

XOM

Exxon Mobil

$77.74

1.47 (1.93%)

MRO

Marathon Oil

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0.15 (0.89%)

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AMZN

Amazon.com

$1,608.88

-13.47 (-0.83%)

12:45
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Periodicals
Protestors against NY's Amazon HQ2 got math wrong, Barron's says »

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ICE

IntercontinentalExchange

$75.49

-0.46 (-0.61%)

, NDAQ

Nasdaq

$87.74

0.56 (0.64%)

12:28
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Periodicals
Investors interested in U.S. cannabis companies face challenges, Barron's says »

Investors interested in…

ICE

IntercontinentalExchange

$75.49

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Nasdaq

$87.74

0.56 (0.64%)

CGC

Canopy Growth

$47.54

1.49 (3.24%)

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AMD

AMD

$23.68

0.55 (2.38%)

, INTC

Intel

$51.64

0.85 (1.67%)

08:43
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08:43
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

AMD

AMD

$23.68

0.55 (2.38%)

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Intel

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0.85 (1.67%)

MRVL

Marvell

$18.82

-0.37 (-1.93%)

MCHP

Microchip

$91.10

0.49 (0.54%)

MU

Micron

$41.99

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NVDA

Nvidia

$157.22

2.69 (1.74%)

QCOM

Qualcomm

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TXN

Texas Instruments

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0.57 (0.53%)

TWTR

Twitter

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AMGN

Amgen

$188.31

1.6 (0.86%)

, ALPMY

Astellas Pharma

$0.00

(0.00%)

04:55
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Conference/Events
American Society of Clinical Oncology to hold a symposium »

2019 ASCO Genitourinary…

AMGN

Amgen

$188.31

1.6 (0.86%)

ALPMY

Astellas Pharma

$0.00

(0.00%)

AZN

AstraZeneca

$40.92

0.93 (2.33%)

BAYRY

Bayer

$0.00

(0.00%)

BMY

Bristol-Myers

$51.64

0.81 (1.59%)

CALA

Calithera Biosciences

$5.35

0.14 (2.69%)

CLVS

Clovis

$25.44

(0.00%)

DNA

Bought by RHHBY

$0.00

(0.00%)

ESALY

Eisai

$0.00

(0.00%)

EXEL

Exelixis

$22.26

-0.05 (-0.22%)

IMMU

Immunomedics

$14.23

0.225 (1.61%)

INO

Inovio

$3.70

0.01 (0.27%)

MRK

Merck

$79.84

0.9 (1.14%)

MYOV

Myovant Sciences

$21.48

0.1 (0.47%)

MYGN

Myriad Genetics

$31.41

0.53 (1.72%)

NH

NantHealth

$0.60

(0.00%)

NVS

Novartis

$89.89

0.865 (0.97%)

PFE

Pfizer

$42.41

0.45 (1.07%)

PGNX

Progenics

$4.87

0.13 (2.74%)

SGEN

Seattle Genetics

$71.48

2.92 (4.26%)

SNY

Sanofi

$42.51

0.94 (2.26%)

TYME

Tyme Technologies

$3.19

0.055 (1.76%)

AVEO

Aveo Pharmaceuticals

$0.62

0.0092 (1.51%)

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WES

Western Gas Partners

$49.52

0.38 (0.77%)

, WGP

Western Gas Equity

$32.38

0.2 (0.62%)

19:30
02/15/19
02/15
19:30
02/15/19
19:30
Recommendations
Western Gas Partners, Western Gas Equity analyst commentary at MUFG »

MUFG raises price targets…

WES

Western Gas Partners

$49.52

0.38 (0.77%)

WGP

Western Gas Equity

$32.38

0.2 (0.62%)

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PXD

Pioneer Natural

$145.33

2.27 (1.59%)

19:19
02/15/19
02/15
19:19
02/15/19
19:19
Recommendations
Pioneer Natural analyst commentary at MUFG »

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ZTS

Zoetis

$95.38

2.16 (2.32%)

18:42
02/15/19
02/15
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02/15/19
18:42
Hot Stocks
Zoetis CEO says: 'Diagnostics are more important in animals than humans' »

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JNJ

Johnson & Johnson

$136.40

2.13 (1.59%)

18:22
02/15/19
02/15
18:22
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18:22
Hot Stocks
Johnson & Johnson CEO: 'We ended 2018 with great results' »

In an interview on…

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WIN

Windstream

$3.37

0.2 (6.31%)

, UNIT

Uniti Group

$20.00

0.53 (2.72%)

18:18
02/15/19
02/15
18:18
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18:18
Periodicals
Court says Windstream defaulted on bonds in 2015, Bloomberg says »

A court has ruled that…

WIN

Windstream

$3.37

0.2 (6.31%)

UNIT

Uniti Group

$20.00

0.53 (2.72%)

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BHVN

Biohaven Pharmaceutical

$45.32

1.36 (3.09%)

18:14
02/15/19
02/15
18:14
02/15/19
18:14
Hot Stocks
Biohaven treatment of multiple system atrophy granted FDA orphan designation »

According to a post on…

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AMGN

Amgen

$188.31

1.6 (0.86%)

18:11
02/15/19
02/15
18:11
02/15/19
18:11
Hot Stocks
Amgen treatment of Acute Myeloid Leukemia granted FDA orphan designation »

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