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IBM

IBM

$122.34

-1.49 (-1.20%)

18:01
01/22/19
01/22
18:01
01/22/19
18:01

IBM says Red Hat acquisition will help accelerate leadership in hybrid cloud

Says tax was a headwind in Q4 and FY18. Says executed well in software in Q4, led by analytics and AI. Says $13.90 FY19 EPS guidance benefits from lower tax rate. Says Red Hat is not included in expectations and expects its closing in the second half of FY19. Says on back end of most successful mainframe cycle seen in along time. Says continued momentum in global business services. Says had strong finish in software. Comments taken from Q4 earnings conference call.

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IBM IBM
$122.34

-1.49 (-1.20%)

01/15/19
UBSW
01/15/19
NO CHANGE
Target $150
UBSW
Buy
IBM weakness a buying opportunity, says UBS
UBS analyst John Roy said the selloff in IBM appears to be overdone. The analyst believes the stock is reflecting some of the challenges the company is facing, but he expects the multiple to expand once its pending deals are closed. He believes 2019 could be a transitional year as its Red Hat deal closes, its software portfolio returns to organic growth, and its momentum in GBS remains strong. Roy reiterated his Buy rating and $150 price target on IBM shares.
01/15/19
NOMU
01/15/19
NO CHANGE
Target $160
NOMU
Buy
Nomura Instinet calls IBM 'preferred tech defensive play' for 2019
Nomura Instinet analyst Jeffrey Kvaal lowered his price target for IBM to $160 from $170 but keeps a Buy rating on the shares. The analyst reduced his estimates and price target to reflect unfavorable currency shifts. However, he expects IBM's Q4 to offer "stronger growth" in Strategic Imperatives, a Transaction Processing recovery, and a return to billings growth. IBM is Kvaal's preferred tech defensive play given its "high annuity revenue, a likely return to sales growth, and a low valuation."
01/15/19
STFL
01/15/19
NO CHANGE
Target $145
STFL
Buy
IBM price target lowered to $145 from $178 at Stifel
Stifel analyst David Grossman said he expects IBM's EPS and free cash flow to remain relatively flat in 2019 and 2020 on both a reported and pro forma basis before he sees growth resuming in 2021. He also noted that currency headwinds have increased significantly over the past three months, which is likely to impact reported revenue versus consensus. Grossman, who thinks the stock should set up favorably in a defensive market, keeps a Buy rating on IBM but lowered his price target for shares to $145 from $178.
12/20/18
SBSH
12/20/18
DOWNGRADE
Target $26
SBSH
Neutral
Citi downgrades Sanmina to Neutral, cuts IBM target to $125
Citi analyst Jim Suva downgraded Sanmina (SANM) to Neutral from Buy and lowered his price target for the shares to $26 from $35. The analyst also cut his price target for Neutral-rated IBM (IBM) to $125 from $165. The outlook for 2019 shows slowing growth across most end markets, Suva tells investors in a research note. As such, he expects tech companies to increase their M&A actions coupled with production or sourcing moves away from China.

TODAY'S FREE FLY STORIES

MLHR

Herman Miller

$35.06

-0.86 (-2.39%)

16:05
03/20/19
03/20
16:05
03/20/19
16:05
Earnings
Herman Miller reports Q3 adjusted EPS 64c, consensus 60c »

Reports Q3 revenue $619M,…

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BA

Boeing

$376.71

2.84 (0.76%)

16:05
03/20/19
03/20
16:05
03/20/19
16:05
Periodicals
Breaking Periodicals news story on Boeing »

FBI joins criminal probe…

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16:05
03/20/19
03/20
16:05
03/20/19
16:05
General news
FOMC Collapses the Normalization Path: »

FOMC Collapses the…

ESTA

Establishment Labs

$27.90

0.09 (0.32%)

16:04
03/20/19
03/20
16:04
03/20/19
16:04
Earnings
Establishment Labs reports Q4 EPS (52c), consensus (36c) »

Reports Q4 revenue…

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    Mar

CNI

Canadian National

$87.09

-0.32 (-0.37%)

16:03
03/20/19
03/20
16:03
03/20/19
16:03
Hot Stocks
Canadian National investing approximately $345M into B.C.'s rail infrastructure »

CN said it plans to…

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  • 29

    Apr

MU

Micron

$40.17

-0.21 (-0.52%)

16:02
03/20/19
03/20
16:02
03/20/19
16:02
Earnings
Micron reports Q2 EPS $1.71, consensus $1.67 »

Reports Q2 revenue…

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CBMG

Cellular Biomedicine

$18.34

0.46 (2.57%)

16:02
03/20/19
03/20
16:02
03/20/19
16:02
Syndicate
Cellular Biomedicine files to sell common stock, no amount given »

Cantor Fitzgerald &…

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WMT

Walmart

$98.65

-1.24 (-1.24%)

, AMZN

Amazon.com

$1,790.05

27.6 (1.57%)

15:56
03/20/19
03/20
15:56
03/20/19
15:56
Periodicals
Walmart's Chief Technology Officer leaving company, Reuters reports »

Walmart (WMT) Chief…

WMT

Walmart

$98.65

-1.24 (-1.24%)

AMZN

Amazon.com

$1,790.05

27.6 (1.57%)

03/08/13
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SCHW

Charles Schwab

$44.70

-1.05 (-2.30%)

15:55
03/20/19
03/20
15:55
03/20/19
15:55
Options
Charles Schwab put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
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15:55
03/20/19
03/20
15:55
03/20/19
15:55
Conference/Events
William Blair healthcare/biotech analysts to hold a dinner meeting »

Analysts meet with…

APTO

Aptose Biosciences

$2.29

0.15 (7.01%)

15:54
03/20/19
03/20
15:54
03/20/19
15:54
Conference/Events
Aptose Biosciences management to meet with Oppenheimer »

Meeting to be held in San…

03/08/13
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  • 20

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JOUT

Johnson Outdoors

$69.11

-0.54 (-0.78%)

15:51
03/20/19
03/20
15:51
03/20/19
15:51
Conference/Events
Johnson Outdoors management to meet with Oppenheimer »

Meetings to be held in…

03/08/13
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03/08/13
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03/06/13
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  • 25

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FB

Facebook

$165.22

3.63 (2.25%)

, SPOT

Spotify

$144.16

2.565 (1.81%)

15:51
03/20/19
03/20
15:51
03/20/19
15:51
On The Fly
#SocialStocks: Facebook downgraded to cap rough week »

Welcome to…

FB

Facebook

$165.22

3.63 (2.25%)

SPOT

Spotify

$144.16

2.565 (1.81%)

AAPL

Apple

$188.13

1.56 (0.84%)

SNAP

Snap

$10.93

0.3 (2.82%)

03/08/13
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    Apr

WTW

WW

$19.50

-0.34 (-1.71%)

15:50
03/20/19
03/20
15:50
03/20/19
15:50
Conference/Events
WW management to meet with Oppenheimer »

Meeting to be held New…

03/08/13
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WMT

Walmart

$98.64

-1.25 (-1.25%)

15:49
03/20/19
03/20
15:49
03/20/19
15:49
Periodicals
Breaking Periodicals news story on Walmart »

Walmart CTO leaving…

03/08/13
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  • 16

    May

WIFI

Boingo Wireless

$20.68

-0.25 (-1.19%)

15:41
03/20/19
03/20
15:41
03/20/19
15:41
Conference/Events
Boingo Wireless management to meet with Oppenheimer »

Meeting to be held in New…

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C

Citi

$65.04

-0.59 (-0.90%)

15:40
03/20/19
03/20
15:40
03/20/19
15:40
Periodicals
Citi plans to sell Venezuelan gold placed as collateral, Reuters says »

Citigroup intends to sell…

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EVER

EverQuote

$7.70

(0.00%)

15:40
03/20/19
03/20
15:40
03/20/19
15:40
Conference/Events
EverQuote management to meet with Oppenheimer »

Meeting to be held in New…

03/08/13
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  • 25

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CASY

Casey's General Stores

$127.10

0.55 (0.43%)

15:40
03/20/19
03/20
15:40
03/20/19
15:40
Options
Call spreads and put spreads in Caseys General Stores »

Call spreads and put…

03/08/13
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  • 02

    Apr

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    Apr

LRAD

LRAD Corporation

$2.82

-0.03 (-1.05%)

15:39
03/20/19
03/20
15:39
03/20/19
15:39
Conference/Events
LRAD Corporation management to meet with Oppenheimer »

Meetings to be held in…

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  • 25

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KAMN

Kaman

$57.82

0.325 (0.57%)

15:38
03/20/19
03/20
15:38
03/20/19
15:38
Periodicals
Kaman exploring sale of distribution segment, Bloomberg says »

The company's KDG…

03/08/13
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03/06/13
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  • 17

    Apr

PVTL

Pivotal Software

$19.94

-0.02 (-0.10%)

15:36
03/20/19
03/20
15:36
03/20/19
15:36
Options
Calls lead puts 25:1 in Pivotal Software »

Calls lead puts 25:1 in…

03/08/13
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03/06/13
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03/06/13
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  • 21

    Mar

SYX

Systemax

$21.53

0.23 (1.08%)

15:35
03/20/19
03/20
15:35
03/20/19
15:35
Conference/Events
Systemax management to meet with Sidoti »

Meeting to be held in…

03/08/13
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  • 25

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WSM

Williams-Sonoma

$57.40

0.61 (1.07%)

15:34
03/20/19
03/20
15:34
03/20/19
15:34
Options
Williams Sonoma options imply 10.5% move in share price post-earnings, above median historical move »

Pre-earnings options…

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  • 20

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    Apr

SCS

Steelcase

$15.43

-2.055 (-11.75%)

15:34
03/20/19
03/20
15:34
03/20/19
15:34
Conference/Events
Steelcase management to meet with Sidoti »

Meeting to be held in…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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