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NOW

ServiceNow

$188.00

1.38 (0.74%)

08:27
01/09/19
01/09
08:27
01/09/19
08:27

ServiceNow initiated with a Neutral at Atlantic Equities

Atlantic Equities analyst Dimitri Kallianiotis started ServiceNow with a Neutral rating and $199 price target, stating that while he is positive on the enterprise software sector he believes that other names in the space offer higher long-term growth with cheaper valuations.

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NOW ServiceNow
$188.00

1.38 (0.74%)

10/29/18
JPMS
10/29/18
NO CHANGE
JPMS
JPMorgan lists potential Software takeover targets after Red Hat deal
The volume of acquisitions in Software appears to be picking up with over 70 transactions announced year-to-date including last night's Red Hat (RHT) takeover by IBM (IBM), JPMorgan analyst Sterling Auty tells investors in a research note. The analyst puts the deals announced this year into three buckets: strategic, where the acquirer looks to gain a strong foothold in a new segment, vertical acquiring companies, and valuation, with acquirers going after assets with discounted valuations. Auty sees number of companies fitting those same characteristics across his coverage universe. In the strategic category, the analyst sees Okta (OKTA), Palo Alto Networks (PANW), ServiceNow (NOW), RingCentral (RNG), Aspen Technology (AZPN) and DocuSign (DOCU) as potential acquisition targets. In the vertical industry exposure category, Auty lists Guidewire (GWRE), Veeva (VEEV), Medidata (MDSO), Ellie Mae (ELLI) and Q2 Holdings (QTWO) as potential targets. And in the attractive valuation bucket, the analyst sees FireEye (FEYE), Carbon Black (CBLK), Secureworks (SCWX), Akamai (AKAM) and LogMeln (LOGM) as potential candidates to get acquired.
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.
12/20/18
JEFF
12/20/18
NO CHANGE
JEFF
Jefferies sees 'strong' Software fundamentals heading into 2019
Secular forces in the Software space "remain very strong," and while there are real macro and valuation concerns, indications are that information technology spending trends "will remain supportive in key markets," Jefferies analyst John DiFucci tells investors in a research note titled ": 2019 Outlook: Strong Fundamentals More Than Offset Real Concerns." He believes increased regulation in Europe as well as increased U.S. corporate discretionary capital, along with a setup for continued M&A momentum, "should be supportive of valuations over time." The analyst's top Software picks going into 2019 are Oracle (ORCL), Salesforce (CRM), ServiceNow (NOW), Nice Systems (NICE), Zendesk (ZEN) and Mimecast (MIME).
01/07/19
PIPR
01/07/19
NO CHANGE
Target $110
PIPR
Overweight
Piper ups targets for Twilio, Zendesk and makes 'wild' Software predictions
In a research note previewing the year ahead for Application and Infrastructure Software, Piper Jaffray analyst Alex Zukin raised his price target for Twilio (TWLO) to $110 from $95 and for Zendesk (ZEN) to $85 from $72.50. The analyst keeps Overweight ratings on both names. His top picks for 2019 are Twilio, Zendesk and Adobe (ADBE). Zukin believes all three possess a combination of "strong fundamentals given their respective leadership positions in large markets and positive numbers revisions on already discounted valuations vs. peers." The analyst also made some "wild predictions of potential industry shaking events." He admits these are "low probability" predictions. The first one is Amazon.com (AMZN) spinning out Web Services. The second "wild" prediction is Oracle (ORCL) going private. The third is Google (GOOG, GOOGL) buying ServiceNow (NOW). And the fourth is Salesforce agreeing to merge with Workday (WDAY) in an all-stock transaction.

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GSK

GlaxoSmithKline

$40.57

-0.193 (-0.47%)

, RYCEY

Rolls-Royce

$0.00

(0.00%)

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SFO ends investigations into Rolls-Royce and GlaxoSmithKline »

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RYCEY

Rolls-Royce

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COT

Cott Corp.

$15.58

0.02 (0.13%)

06:58
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06:58
Earnings
Breaking Earnings news story on Cott Corp. »

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TAHO

Tahoe Resources

$3.67

-0.12 (-3.17%)

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Breaking Hot Stocks news story on Tahoe Resources »

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TSLA

Tesla

$291.18

-11.33 (-3.75%)

06:57
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Periodicals
Tesla 'rolls out' Model 3 in China ahead of schedule, Reuters says »

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PSO

Pearson

$11.55

-0.195 (-1.66%)

06:57
02/22/19
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06:57
Earnings
Pearson sees FY19 adjusted EPS 56.5p-62p »

Pearson said: "2018…

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DBX

Dropbox

$25.58

0.1 (0.39%)

06:57
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06:57
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Dropbox rating change  »

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PLNT

Planet Fitness

$58.26

-0.18 (-0.31%)

06:56
02/22/19
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06:56
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Planet Fitness rating change  »

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PSO

Pearson

$11.55

-0.195 (-1.66%)

06:55
02/22/19
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06:55
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06:55
Earnings
Pearson reports preliminary 2018 revenue down 1% in underlying terms »

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CONE

CyrusOne

$52.44

-4.75 (-8.31%)

06:55
02/22/19
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06:55
Downgrade
CyrusOne rating change  »

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NDLS

Noodles & Company

$7.46

0.1 (1.36%)

06:54
02/22/19
02/22
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06:54
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Noodles & Company rating change  »

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COT

Cott Corp.

$15.58

0.02 (0.13%)

06:54
02/22/19
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06:54
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06:54
Earnings
Cott Corp. reports Q4 EPS 1c, consensus 4c »

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UTX

United Technologies

$126.33

-2.07 (-1.61%)

06:53
02/22/19
02/22
06:53
02/22/19
06:53
Initiation
United Technologies initiated  »

United Technologies…

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TVPT

Travelport

$15.70

-0.01 (-0.06%)

06:51
02/22/19
02/22
06:51
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06:51
Earnings
Travelport reports Q4 adj. EPS 31c, consensus 25c »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:51
02/22/19
02/22
06:51
02/22/19
06:51
Hot Stocks
ITT to acquire Rheinhutte Pumpen Group for approximately $91.5M in cash »

ITT announced that it has…

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ROKU

Roku

$51.47

-2.16 (-4.03%)

06:50
02/22/19
02/22
06:50
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06:50
Downgrade
Roku rating change  »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:50
02/22/19
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06:50
Hot Stocks
ITT announces new $25M share repurchase program »

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FIT

Fitbit

$6.62

-0.03 (-0.45%)

06:50
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06:50
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Fitbit rating change  »

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FSLR

First Solar

$51.91

0.23 (0.45%)

06:49
02/22/19
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06:49
Recommendations
First Solar analyst commentary  »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:49
02/22/19
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06:49
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06:49
Hot Stocks
ITT raises quarterly dividend 10% to 14.7c per share »

The ITT Board of…

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NVRO

Nevro

$47.27

-1.12 (-2.31%)

06:49
02/22/19
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06:49
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06:49
Downgrade
Nevro rating change  »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:48
02/22/19
02/22
06:48
02/22/19
06:48
Earnings
ITT sees FY19 adjusted EPS $3.42-$3.66, consensus $3.57 »

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:47
02/22/19
02/22
06:47
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06:47
Earnings
ITT reports Q4 adjusted EPS 82c, consensus 74c »

Reports Q4 revenue $678M,…

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ITT

ITT

$56.41

-0.25 (-0.44%)

06:46
02/22/19
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06:46
Hot Stocks
Breaking Hot Stocks news story on ITT »

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CWST

Casella Waste

$33.55

-1.47 (-4.20%)

06:45
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06:45
Downgrade
Casella Waste rating change  »

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CODX

Co-Diagnostics

$1.17

-0.015 (-1.27%)

06:45
02/22/19
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06:45
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06:45
Hot Stocks
Co-Diagnostics regains compliance with Nasdaq listing standards »

Co-Diagnostics announced…

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