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SAP

SAP

$108.33

0.72 (0.67%)

18:18
11/11/18
11/11
18:18
11/11/18
18:18

SAP to hold a conference call

Conference call to announce the acquisition of Quatrics International will be held on November 12 at 1 am. Webcast Link

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SAP SAP
$108.33

0.72 (0.67%)

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.
10/22/18
UBSW
10/22/18
UPGRADE
UBSW
Buy
SAP upgraded to Buy from Neutral at UBS
UBS analyst Michael Briest upgraded SAP to Buy and raised his price target for the shares to EUR 110 from EUR 108 following last week's Q3 results. The company deserves credit for sustaining 6%-10% underlying sales growth over the past 12 quarters, with "impressive" cloud growth at scale, Briest tells investors in a research note titled "Reality checked. Upgrade to Buy." Further, the analyst sees signs that SAP's cash flow will improve in 2019 as spending growth moderates.
10/22/18
10/22/18
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. Intel (INTC) upgraded to Buy from Neutral at Nomura Instinet with analyst Romit Shah saying he believes Intel is a buy at current share levels. 2. AT&T (T) upgraded to Buy from Neutral at Tigress Financial with analyst Ivan Feinseth saying the upcoming launch of its high-speed 5G wireless communication network and the integration of Time Warner's content "creates a significant investment opportunity." 3. M&T Bank (MTB) upgraded to Overweight from Neutral at Piper Jaffray with analyst Kevin Barker saying this quarter, M&T's deposit base remained steady, its loan/deposit ratio declined and management felt confident the ratio would remain in the 95%-100% range for the foreseeable future. 4. Chipotle (CMG) upgraded to Outperform from Sector Perform at RBC Capital with analyst David Palmer saying while Q3 earnings may be "lackluster," he expects comps to improve from 4% to 6% through the second half of FY19 and raises his FY20 EPS vie to $16.30 from $15.86 on implied 3-turn multiple increase to 31-times forward earnings. 5. SAP (SAP) upgraded to Buy from Neutral at UBS with analyst Michael Briest saying the company deserves credit for sustaining 6%-10% underlying sales growth over the past 12 quarters, with "impressive" cloud growth at scale. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/06/18
JMPS
11/06/18
INITIATION
Target $29
JMPS
Outperform
Anaplan initiated with an Outperform at JMP Securities
JMP Securities analyst Patrick Walravens initiated Anaplan (PLAN) with an Outperform rating and $29 price target, stating that he believes it is well-positioned to increase its share of the worldwide performance management and analytic applications software market from about 1% today to about 3% in 2022. He sees the company being able to take share from Excel-based solutions, homegrown products, and incumbents such as Oracle (ORCL), IBM (IBM), and SAP (SAP), Walravens added.

TODAY'S FREE FLY STORIES

ASB

Associated Banc-Corp

$22.23

-0.15 (-0.67%)

16:34
04/25/19
04/25
16:34
04/25/19
16:34
Earnings
Associated Banc-Corp reports Q1 EPS 50c, consensus 50c »

Net interest margin of…

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SPSC

SPS Commerce

$102.41

0.16 (0.16%)

16:34
04/25/19
04/25
16:34
04/25/19
16:34
Earnings
SPS Commerce raises FY19 adj. EPS view to $2.16-$2.22 from $2.03-$2.09 »

Consensus $2.09. Sees…

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FIX

Comfort Systems USA

$56.64

-1.13 (-1.96%)

16:34
04/25/19
04/25
16:34
04/25/19
16:34
Earnings
Comfort Systems USA reports Q1 EPS 53c, consensus 51c »

Reports Q1 revenue…

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MSBI

Midland States

$26.22

-0.21 (-0.79%)

16:33
04/25/19
04/25
16:33
04/25/19
16:33
Earnings
Midland States reports Q1 EPS 57c, consensus 57c »

Book value per share…

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EHC

Encompass Health

$62.86

0.54 (0.87%)

16:33
04/25/19
04/25
16:33
04/25/19
16:33
Earnings
Encompass Health backs FY19 adjusted EPS view $3.71-$3.85, consensus $3.77 »

Backs FY19 revenue view…

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CELG

Celgene

$93.93

0.82 (0.88%)

16:32
04/25/19
04/25
16:32
04/25/19
16:32
Earnings
Celgene backs FY19 adj. EPS view $10.60-$10.80, consensus $10.70 »

Backs FY19 revenue view…

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JOE

Saint Joe Co.

$17.38

0.04 (0.23%)

16:32
04/25/19
04/25
16:32
04/25/19
16:32
Hot Stocks
Saint Joe Co. executed lease for new office in Panama City Beach, FL »

The St. Joe Company…

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EHC

Encompass Health

$62.86

0.54 (0.87%)

16:32
04/25/19
04/25
16:32
04/25/19
16:32
Earnings
Encompass Health reports Q1 adjusted EPS $1.04, consensus 89c »

Reports Q1 revenue…

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CUBE

CubeSmart

$31.44

-0.02 (-0.06%)

16:32
04/25/19
04/25
16:32
04/25/19
16:32
Earnings
CubeSmart reports Q1 EPS 19c, consensus 19c »

Reports Q1 revenue…

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SPSC

SPS Commerce

$102.41

0.16 (0.16%)

16:31
04/25/19
04/25
16:31
04/25/19
16:31
Earnings
SPS Commerce sees Q2 adj. EPS 51c-53c, consensus 51c »

Sees Q2 revenue…

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TBNK

Territorial Bancorp

$28.35

-0.3 (-1.05%)

16:31
04/25/19
04/25
16:31
04/25/19
16:31
Earnings
Territorial Bancorp reports Q1 EPS 70c, consensus 49c »

Net interest income…

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  • 16

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CELG

Celgene

$93.93

0.82 (0.88%)

16:31
04/25/19
04/25
16:31
04/25/19
16:31
Earnings
Celgene reports Q1 adjusted EPS $2.55, consensus $2.43 »

Reports Q1 revenue…

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SPSC

SPS Commerce

$102.41

0.16 (0.16%)

16:30
04/25/19
04/25
16:30
04/25/19
16:30
Earnings
SPS Commerce reports Q1 adj. EPS 60c, consensus 51c »

Reports Q1 revenue…

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SHBI

Shore Bancshares

$15.05

-0.035 (-0.23%)

16:30
04/25/19
04/25
16:30
04/25/19
16:30
Earnings
Shore Bancshares reports Q1 cont-op EPS 30c, consensus 29c »

Reports Q1 net interest…

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LOGM

LogMeln

$84.32

0.085 (0.10%)

16:30
04/25/19
04/25
16:30
04/25/19
16:30
Earnings
LogMeln sees FY19 EPS $4.96-$5.02, consensus $4.94 »

Sees FY19 revenue…

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16:30
04/25/19
04/25
16:30
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16:30
Options
Preliminary option volume of 19.0M today »

Preliminary option volume…

ENVA

Enova International

$26.53

0.78 (3.03%)

16:29
04/25/19
04/25
16:29
04/25/19
16:29
Earnings
Enova International sees FY19 adjusted EPS $3.17-$3.82, consensus $3.06 »

Sees FY19 revenue…

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GCI

Gannett

$9.26

-0.11 (-1.17%)

16:29
04/25/19
04/25
16:29
04/25/19
16:29
Hot Stocks
MNG modifies slate of director nominees for Gannett board »

MNG Enterprises, owner…

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FHB

First Hawaiian

$26.78

-0.26 (-0.96%)

16:29
04/25/19
04/25
16:29
04/25/19
16:29
Earnings
First Hawaiian reports Q1 core EPS 53c, consensus 52c »

Reports Q1 book value per…

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  • 25

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ENVA

Enova International

$26.53

0.78 (3.03%)

16:28
04/25/19
04/25
16:28
04/25/19
16:28
Earnings
Enova International sees Q2 adjusted EPS 48c-70c, consensus 85c »

Sees Q2 revenue…

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PFG

Principal Financial

$55.77

0.69 (1.25%)

16:28
04/25/19
04/25
16:28
04/25/19
16:28
Earnings
Principal Financial reports Q1 adjusted EPS $1.43, consensus $1.31 »

Reports AUM of $675.4B…

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LOGM

LogMeln

$84.32

0.085 (0.10%)

16:28
04/25/19
04/25
16:28
04/25/19
16:28
Earnings
LogMeln sees Q2 EPS 1.12-$1.14 , consensus $1.21 »

Sees Q2 revenue…

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  • 25

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ENVA

Enova International

$26.53

0.78 (3.03%)

16:27
04/25/19
04/25
16:27
04/25/19
16:27
Earnings
Enova International reports Q1 adjusted EPS $1.16, consensus 94c »

Reports Q1 revenue $293M,…

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VET

Vermilion Energy

$26.58

-0.02 (-0.08%)

16:27
04/25/19
04/25
16:27
04/25/19
16:27
Hot Stocks
Vermilion Energy sees 2019 production 101,000-106,000 Boe/d 

Sees 2019 CapEx $530M.

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  • 25

    Apr

AFL

Aflac

$49.09

0.2 (0.41%)

16:26
04/25/19
04/25
16:26
04/25/19
16:26
Hot Stocks
Aflac sees 2019 premium growth of 2%-3% »

Commenting on the…

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