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WDAY

Workday

$140.16

4.94 (3.65%)

09:09
11/27/18
11/27
09:09
11/27/18
09:09

Workday checks skewed more positive than negative, says JMP Securities

JMP Securities analyst Patrick Walravens said his checks have yielded a total of 16 data points on Workday ahead of the company's Q3 earnings report, with 11 of them being positive and 5 being negative. The checks increase his confidence in the overall tone of business at Workday, which he said is reflected in his above consensus billings estimate of $735.2M. Walravens maintains an Outperform rating and $175 price target on Workday shares ahead of the company's report on November 29.

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WDAY Workday
$140.16

4.94 (3.65%)

11/26/18
BARD
11/26/18
NO CHANGE
BARD
Outperform
Baird suggests M&A targets for Google to boost cloud ambitions
Baird analyst Colin Sebastian said he continues to view Google (GOOGL) as fully capable of addressing the entire public cloud opportunity, but its progress has been a bit slower than he expected, noting that the company is still the number-three player in the cloud platform market. The analyst believes the company should embark on a more aggressive "shopping spree" to improve commercialization and compiled a list of suggestions for compatible and complementary acquisitions that met his criteria to be "game-changing" based on core product/service, enterprise reputations, growth profile, and post-integration potential. The list of Sebastian and Baird software analyst Rob Oliver includes Workday (WDAY), ServiceNow (NOW), Atlassian (TEAM), Salesforce (CRM), Zendesk (ZEN), LogMeIn (LOGM), Tableau (DATA) and Box (BOX), he tells investors in a note titled "Google Should Lead Another Cloud Consolidation Wave." Sebastian maintains an Outperform rating on shares of Google parent Alphabet.
11/06/18
CLVD
11/06/18
NO CHANGE
CLVD
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.
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.
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.

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BRT

BRT Apartments

$14.36

-0.01 (-0.07%)

09:51
09/23/19
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09:51
Conference/Events
BRT Apartments management to meet with JMP Securities »

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NXGN

NextGen Healthcare

$16.32

(0.00%)

09:48
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09:48
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NextGen Healthcare analyst commentary  »

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ALB

Albemarle

$68.00

-0.8 (-1.16%)

09:48
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09:48
Conference/Events
Albemarle management to meet with Buckingham »

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NXGN

NextGen Healthcare

$16.32

(0.00%)

09:47
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09:47
Hot Stocks
NextGen Healthcare announces selection by University Hospitals Health System »

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IMMU

Immunomedics

$16.60

(0.00%)

, RHHBY

Roche

$0.00

(0.00%)

09:46
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09:46
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09:46
Conference/Events
Cantor Fitzgerald biotech analysts to hold KOL analyst/industry conference call »

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IMMU

Immunomedics

$16.60

(0.00%)

RHHBY

Roche

$0.00

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SGEN

Seattle Genetics

$73.92

-0.08 (-0.11%)

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AEM

Agnico Eagle

$59.03

0.82 (1.41%)

09:45
09/23/19
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09:45
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09:45
Conference/Events
Agnico Eagle management to meet with CIBC »

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MRK

Merck

$85.17

(0.00%)

, LLY

Eli Lilly

$116.16

(0.00%)

09:41
09/23/19
09/23
09:41
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09:41
Conference/Events
Cantor Fitzgerald biotech analysts to hold KOL analyst/industry conference call »

Analysts, along with Key…

MRK

Merck

$85.17

(0.00%)

LLY

Eli Lilly

$116.16

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AMD

AMD

$30.04

(0.00%)

, NKE

Nike

$86.69

(0.00%)

09:40
09/23/19
09/23
09:40
09/23/19
09:40
Options
Unusually active option classes on open September 23rd »

Unusual total active…

AMD

AMD

$30.04

(0.00%)

NKE

Nike

$86.69

(0.00%)

SLV

iShares Silver Trust

$16.80

(0.00%)

GDX

VanEck Vectors Gold Miners ETF

$28.67

(0.00%)

XLNX

Xilinx

$96.45

(0.00%)

AMAT

Applied Materials

$50.92

(0.00%)

MRK

Merck

$85.17

(0.00%)

X

U.S. Steel

$10.81

(0.00%)

WORK

Slack Technologies

$25.39

(0.00%)

BMY

Bristol-Myers

$50.56

(0.00%)

03/08/13
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FB

Facebook

$189.88

-0.27 (-0.14%)

, SNAP

Snap

$17.05

0.18 (1.07%)

09:39
09/23/19
09/23
09:39
09/23/19
09:39
Periodicals
Snap detailed Facebook's hardball tactics in 'Voldemort' dossier, WSJ reports »

Facebook's (FB)…

FB

Facebook

$189.88

-0.27 (-0.14%)

SNAP

Snap

$17.05

0.18 (1.07%)

03/08/13
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FNKO

Funko

$21.88

-1.48 (-6.34%)

09:37
09/23/19
09/23
09:37
09/23/19
09:37
Recommendations
Funko analyst commentary  »

DA Davidson reiterates…

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APY

Apergy

$29.42

0.07 (0.24%)

, BAS

Basic Energy

$1.89

0.45 (31.25%)

09:36
09/23/19
09/23
09:36
09/23/19
09:36
Conference/Events
Johnson Rice to hold a conference »

Energy Conference will be…

APY

Apergy

$29.42

0.07 (0.24%)

BAS

Basic Energy

$1.89

0.45 (31.25%)

CHAP

Chaparral Energy

$1.77

-0.025 (-1.39%)

DNR

Denbury Resources

$1.29

-0.045 (-3.38%)

EPM

Evolution Petroleum

$5.88

0.23 (4.07%)

FET

Forum Energy

$1.75

-0.04 (-2.23%)

GDP

Goodrich Petroleum

$11.14

0.04 (0.36%)

HLX

Helix Energy

$8.28

-0.145 (-1.72%)

ICD

Independence Contract Drilling

$1.73

0.14 (8.81%)

KEG

Key Energy

$1.60

-0.015 (-0.93%)

LLEX

Lilis Energy

$0.39

0.0095 (2.52%)

MDR

McDermott

$2.01

0.43 (27.22%)

NBL

Noble Energy

$23.15

-0.15 (-0.64%)

OAS

Oasis Petroleum

$3.95

0.01 (0.25%)

PDCE

PDC Energy

$30.46

-1.06 (-3.36%)

REI

Ring Energy

$1.82

0.23 (14.51%)

RE

Everest Re

$264.50

2.26 (0.86%)

SBOW

SilverBow Resources

$10.29

-0.21 (-2.00%)

SDPI

Superior Drilling

$0.83

-0.004 (-0.48%)

TUSK

Mammoth Energy

$2.98

0.03 (1.02%)

USWS

U.S. Well Services

$2.17

-0.12 (-5.24%)

WTTR

Select Energy Services

$9.02

0.11 (1.23%)

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BAC

Bank of America

$29.57

-0.23 (-0.77%)

, BK

BNY Mellon

$46.38

-0.61 (-1.30%)

09:35
09/23/19
09/23
09:35
09/23/19
09:35
Conference/Events
U.S. Treasury Department to co-host a conference »

The U.S. Treasury Dept,…

BAC

Bank of America

$29.57

-0.23 (-0.77%)

BK

BNY Mellon

$46.38

-0.61 (-1.30%)

BLK

BlackRock

$444.61

0.64 (0.14%)

CS

Credit Suisse

$12.81

-0.05 (-0.39%)

FNMA

Fannie Mae

$0.00

(0.00%)

GS

Goldman Sachs

$213.76

-1.59 (-0.74%)

03/08/13
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09:35
09/23/19
09/23
09:35
09/23/19
09:35
General news
Breaking General news story  »

New York Federal Reserve…

HUN

Huntsman

$22.49

-0.3 (-1.32%)

09:34
09/23/19
09/23
09:34
09/23/19
09:34
Upgrade
Huntsman rating change  »

Huntsman upgraded to…

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NFLX

Netflix

$270.66

-15.92 (-5.56%)

09:33
09/23/19
09/23
09:33
09/23/19
09:33
Recommendations
Netflix analyst commentary  »

Release of The Irishman…

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GEL

Genesis Energy

$22.27

-0.43 (-1.89%)

09:32
09/23/19
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09:32
09/23/19
09:32
Hot Stocks
Genesis Energy announces expansion of existing sodium services operations »

Genesis Energy announced…

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09:30
09/23/19
09/23
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09:30
General news
PMI Composite FLASH Manufacturing â€' Level to be reported at 09:45 »

September PMI Composite…

09:30
09/23/19
09/23
09:30
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09:30
General news
PMI Composite FLASH â€' Level to be reported at 09:45 »

September PMI Composite…

SEV

Sevcon

$0.00

(0.00%)

, XYL

Xylem

$77.61

-0.38 (-0.49%)

09:29
09/23/19
09/23
09:29
09/23/19
09:29
Conference/Events
RBC Capital to hold booth tours and meetings at conference »

RBC Capital Company Booth…

SEV

Sevcon

$0.00

(0.00%)

XYL

Xylem

$77.61

-0.38 (-0.49%)

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MED

Medifast

$108.05

1.52 (1.43%)

09:28
09/23/19
09/23
09:28
09/23/19
09:28
Recommendations
Medifast analyst commentary  »

Medifast CFO confident in…

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FELE

Franklin Electric

$46.86

-0.66 (-1.39%)

, WTS

Watts Water

$95.13

-0.94 (-0.98%)

09:28
09/23/19
09/23
09:28
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09:28
Conference/Events
Seaport Global to hold booth tours at conference »

Seaport Global Company…

FELE

Franklin Electric

$46.86

-0.66 (-1.39%)

WTS

Watts Water

$95.13

-0.94 (-0.98%)

XYL

Xylem

$77.61

-0.38 (-0.49%)

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FSLR

First Solar

$66.69

-0.4 (-0.60%)

09:27
09/23/19
09/23
09:27
09/23/19
09:27
Hot Stocks
First Solar announces 25GW DC of photovoltaic modules shipped »

First Solar is…

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09:27
09/23/19
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09:27
Conference/Events
Water Environment Federation to hold a conference »

WEFTEC 2019 will be held…

09:26
09/23/19
09/23
09:26
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09:26
Conference/Events
Barclays to hold a forum »

Payments & FinTech…

ADBE

Adobe

$277.84

-3.37 (-1.20%)

, ADP

ADP

$159.15

-0.15 (-0.09%)

09:26
09/23/19
09/23
09:26
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09:26
Conference/Events
PagerDuty to hold a summit »

PagerDuty Summit 2019…

ADBE

Adobe

$277.84

-3.37 (-1.20%)

ADP

ADP

$159.15

-0.15 (-0.09%)

AMZN

Amazon.com

$1,793.64

-28.57 (-1.57%)

GOOG

Alphabet

$1,229.57

-10.03 (-0.81%)

IBM

IBM

$141.82

-1.17 (-0.82%)

MSFT

Microsoft

$139.34

-1.74 (-1.23%)

TWLO

Twilio

$114.39

-0.74 (-0.64%)

UBER

Uber

$32.52

-1.31 (-3.87%)

WORK

Slack Technologies

$25.39

-0.375 (-1.46%)

ZEN

Zendesk

$77.73

0.275 (0.36%)

ZM

Zoom Video

$82.68

-1.91 (-2.26%)

PD

PagerDuty

$29.89

0.785 (2.70%)

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