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GOOG

Alphabet

$1,119.75

-1.37 (-0.12%)

, GOOGL

Alphabet Class A

$1,126.86

-0.72 (-0.06%)

04:55
02/14/19
02/14
04:55
02/14/19
04:55

Goldman to hold a conference

Technology & Internet Conference will be held in San Francisco on February 12-14.

GOOG

Alphabet

$1,119.75

-1.37 (-0.12%)

GOOGL

Alphabet Class A

$1,126.86

-0.72 (-0.06%)

CTSH

Cognizant

$73.57

0.11 (0.15%)

XLNX

Xilinx

$117.36

-0.79 (-0.67%)

CHKP

Check Point

$118.03

-1.05 (-0.88%)

JBL

Jabil

$28.35

0.4 (1.43%)

CTXS

Citrix

$105.01

-0.42 (-0.40%)

GLW

Corning

$34.03

0.02 (0.06%)

MTSI

Macom

$17.33

0.06 (0.35%)

MU

Micron

$41.69

1.29 (3.19%)

MSFT

Microsoft

$106.78

-0.08 (-0.07%)

ANET

Arista Networks

$236.25

-2.64 (-1.11%)

GSKY

GreenSky

$10.49

0.19 (1.84%)

AVT

Avnet

$44.02

0.63 (1.45%)

CDAY

Ceridian

$45.18

-0.28 (-0.62%)

VRNT

Verint

$50.71

-1.17 (-2.26%)

MXIM

Maxim Integrated

$55.44

-0.19 (-0.34%)

CRTO

Criteo

$27.84

2.17 (8.45%)

NTAP

NetApp

$67.22

0.09 (0.13%)

V

Visa

$143.46

1.46 (1.03%)

TXN

Texas Instruments

$107.12

0.64 (0.60%)

ICE

IntercontinentalExchange

$76.68

0.52 (0.68%)

ZEN

Zendesk

$77.51

-1.06 (-1.35%)

FEYE

FireEye

$16.95

-0.2 (-1.17%)

PYPL

PayPal

$94.01

-0.37 (-0.39%)

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GOOG Alphabet
$1,119.75

-1.37 (-0.12%)

02/05/19
OPCO
02/05/19
NO CHANGE
Target $1435
OPCO
Outperform
Alphabet stock remains attractive on valuation, says Oppenheimer
Oppenheimer analyst Jason Helfstein reiterates an Outperform rating and $1,435 price target on Alphabet's shares, despite weaker core Google margins on investments in content, cloud and hardware. The analyst believes the stock remains attractive on valuation.
02/05/19
DBAB
02/05/19
NO CHANGE
Target $1380
DBAB
Buy
Alphabet price target raised to $1,380 from $1,300 at Deutsche Bank
Deutsche Bank analyst Lloyd Walmsley raised his price target for Alphabet to $1,380 and keeps a Buy rating on the shares following last night's Q4 results. Alphabet reported a mixed quarter, with Sites revenue excluding currency modestly ahead of estimates but disappointing operating income, weighed down in part by unusual compensation linked to Other Bets, Walmsley tells investors in a post-earnings research note titled "Strong revs, miss on EBIT; thank u, next." On the positive side, the company reiterated optimism on its ability to sustain sales growth and the expectation that headcount growth would slow modestly in 2019 and capex growth would moderate significantly in 2019, adds the analyst.
02/13/19
RBCM
02/13/19
NO CHANGE
RBCM
RBC Capital sees Google data centers news as positive for AMD, Nvidia
RBC Capital analyst Mitch Steves sees news of Google (GOOG; GOOGL) planning to spend about $13B to build new data centers in Nevada, Ohio, Texas and Nebraska along with additional expansion plans for the Virginia and NY City campuses as an incremental positive for AMD (AMD), Nvidia (NVDA), Arista Networks (ANET) and the Semi-cap equipment group, including Lam Research (LRCX), ASML (ASML), and Applied Materials (AMAT). One of the material concerns over the past few months has been hyperscale spending and this announcement should help quell fears surrounding a weaker spending environment, he contends.
02/05/19
UBSW
02/05/19
NO CHANGE
Target $1420
UBSW
Buy
Alphabet produced strong revenues against slowdown fears, says UBS
UBS analyst Eric Sheridan said Alphabet produced solid revenue growth against fears of a slowdown and macro impact to digital advertising. He noted operating income margin volatility might detract from the revenue story but he sees investors better understanding the need for investment. He also said signals of moderating headcount and capex should point to relief from recent volatility. Sheridan reiterated his Buy rating and raised his price target to $1,420 from $1,400 on Alphabet shares.
GOOGL Alphabet Class A
$1,126.86

-0.72 (-0.06%)

02/05/19
BMOC
02/05/19
NO CHANGE
Target $1100
BMOC
Market Perform
Alphabet price target lowered to $1,100 from $1,135 at BMO Capital
BMO Capital analyst Daniel Salmon lowered his price target on Alphabet to $1,100 and kept his Market Perform rating after its Q4 results, saying the company's margins are trending lower as its revenue mix shifts to lower-margin businesses. The analyst adds that Alphabet's rising expenses related to "Other Bets" have become the latest variable challenging profitability that reinforces his cautious margins view. While he sees Alphabet's sum-of-the-parts valuation as attractive, Salmon contends that it is not yet sufficient to drive a bullish thesis.
02/05/19
RHCO
02/05/19
NO CHANGE
Target $1350
RHCO
Buy
Alphabet price target lowered to $1,350 from $1,450 at SunTrust
SunTrust analyst Youssef Squali lowered his price target on Alphabet to $1,350 after its "mixed" Q4 results that featured a "strong top line" and lower margins driven by rising expenses. The analyst is keeping his Buy rating however, stating that the company's vore business of Search and especially YouTube are performing at "impressive growth levels', with added support coming from the scaling segments like Cloud, Play, and hardware and emerging ones like Waymo. Squali expects Alphabet to sustain its mid-teen growth over the next several years with a focus on incremental profit and free cash flows, making the stock "an attractive growth story at a compelling valuation".
02/05/19
FBCO
02/05/19
NO CHANGE
Target $1400
FBCO
Outperform
Alphabet price target lowered to $1,400 from $1,450 at Credit Suisse
Credit Suisse analyst Stephen Ju lowered his price target for Alphabet to $1,400 from $1,450 following quarterly results as he increases his revenue, OpEx, and CapEx estimates. The analyst reiterates an Outperform rating on the shares as his thesis remains unchanged, given ongoing monetization improvements in Search through product updates, larger-than-expected contribution from Google's larger non-Search businesses, optionality for value creation from new monetization initiatives such as Maps as well as the eventual commercialization of Google's Other Bets.
CTSH Cognizant
$73.57

0.11 (0.15%)

02/07/19
02/07/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Saia (SAIA) upgraded to Buy from Hold at Deutsche Bank with analyst Amit Mehrotra saying after meeting with management, he is incrementally more confident in Saia's ability to generate double-digit revenue growth this year. 2. Guess (GES) upgraded to Buy from Hold at Jefferies with analyst Janine Stichter saying the recent pullback in the stock puts the company's multiple below its historical average and peers. 3. Spirit Airlines (SAVE) upgraded to Buy from Neutral at Goldman Sachs with analyst Catherine O'Brien saying she expects passenger revenue trends for the company in the first half of the year to be stronger than previously anticipated. 4. MacroGenics (MGNX) upgraded to Buy from Sell at Citi with analyst Yigal Nochomovitz saying additional Phase 1 readouts in 2019 should provide further stock momentum for MacroGenics. 5. Cognizant (CTSH) upgraded to Outperform from Market Perform at BMO Capital with analyst Keith Bachman citing the company's FY19 revenue growth outlook and a positive management transition. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/07/19
KEYB
02/07/19
NO CHANGE
Target $84
KEYB
Overweight
Cognizant price target raised to $84 from $79 at KeyBanc
KeyBanc analyst Arvind Ramnani raised his price target for Cognizant to $84 from $79 after the company posted Q4 results above consensus estimates on the top and bottom line. In addition to good results overall, the analyst believes the announcement of Brian Humphries as CEO was the bright spot, as it provides investors with clarity on the CEO transition. Ramnani reiterates an Overweight rating on the shares.
02/13/19
DAIW
02/13/19
INITIATION
Target $90
DAIW
Buy
Cognizant initiated with a Buy at Daiwa
Daiwa analyst Louis Miscioscia started Cognizant with a Buy rating and $90 price target.
02/07/19
02/07/19
UPGRADE
Target $88

Outperform
Cognizant upgraded to Outperform from Market Perform at BMO Capital
As previously reported, BMO Capital analyst Keith Bachman upgraded Cognizant to Outperform and raised his price target to $88 to reflect his increased forward earnings multiple of 18- to 19-times from 17-times prior. The analyst cites the company's FY19 revenue growth outlook and a positive management transition, stating that he expects Brian Humphries to be an "outstanding leader", and also calls for the company to give more focus to growing its top line rather than focusing on margins.
XLNX Xilinx
$117.36

-0.79 (-0.67%)

02/04/19
GSCO
02/04/19
DOWNGRADE
Target $122
GSCO
Buy
Xilinx downgraded to Buy from Conviction Buy at Goldman Sachs
Goldman Sachs analyst Toshiya Hari removed Xlinx from the firm's Conviction List while maintaining a Buy rating, telling investors in a research note that the stock is up 51% since it was added to the Conviction List on January 5, 2018, during which the medium semiconductor stock under coverage was flat. Hari says he thinks Xilinx's favorable end-market exposure, growth opportunity in 5G and early traction in the data center market are now better understood by investors. Hari says his updated $122 price target implies 9% potential upside.
01/25/19
ARGS
01/25/19
NO CHANGE
Target $130
ARGS
Buy
Xilinx price target raised to $130 from $110 at Argus
Argus analyst Jim Kelleher raised his price target on Xilinx to $130 and kept his Buy rating, saying the company's Q3 results were strong and Q4 guidance "robust" just some of its semiconductor peers are posting negative comparisons and reducing expectations. The analyst notes that the end-market demand in communications is especially strong, with more carriers starting to build out their 5G infrastructure. While Xilinx has already "outperformed most semiconductor stocks amid tech-sector weakness", Kelleher believes that its "superior growth prospects" signal good value.
01/24/19
MKMP
01/24/19
NO CHANGE
Target $95
MKMP
Neutral
Xilinx price target raised to $95 from $85 at MKM Partners
MKM Partners analyst Ruben Roy raised his price target on Xilinx to $95 after its better than expected Q3 results showed broad-based strength across most end market segments. The analyst also notes the company's better than expected outlook for Q4 and believes that Xilinx is "benefiting from various new product and end market ramps as well as continued market share gains". Roy keeps his Neutral rating on the shares however, stating that the upside from the company's high medium-term expectations is priced in.
01/24/19
BMOC
01/24/19
NO CHANGE
Target $100
BMOC
Outperform
Xilinx price target raised to $100 from $90 at BMO Capital
BMO Capital analyst Ambrish Srivastava raised his price target on Xilinx to $100 and kept his Outperform rating after its Q3 earnings, saying the company "delivered on another quarter of solid results and guidance." The analyst notes that the company's wireless communications is "clearly helping as 5G deployments take hold", and also points to the strength of Xilinx's overall advanced product line-up. Srivastava further cites the company's operating margins remaining comfortably above 30% thanks to its operating expense discipline and top-line growth.
CHKP Check Point
$118.03

-1.05 (-0.88%)

01/30/19
JEFF
01/30/19
NO CHANGE
Target $140
JEFF
Buy
Check Point price target raised to $140 from $137 at Jefferies
Jefferies analyst John DiFucci raised his price target on Check Point Software to $140 and kept his Buy rating after its Q4 earnings beat and in-line FY19 guidance. The analyst notes that the company has demonstrated its credential of a "well-run, disciplined operator", growing its cash flow and per share metrics. DiFucci expects Check Point to improve its top line over the next year or two, benefiting from its "recent product refreshes" and "new solutions employing a new architectural approach consolidating security offerings".
10/25/18
BMOC
10/25/18
NO CHANGE
Target $120
BMOC
Market Perform
Check Point price target lowered to $120 from $130 at BMO Capital
BMO Capital analyst Keith Bachman lowered his price target on Check Point to $120 and kept his Market Perform rating, saying that while the company delivered "solid" Q3 results, investors likely wanted to see some upside to Q4 projections to reflect more seasonal patterns. Bachman adds that while the company's subscription revenue is growing, it is still underperforming the growth rate of its peers, and will need to improve further to offset the continued decline in other products.
01/16/19
STFL
01/16/19
NO CHANGE
STFL
Checks show firewall spending remains 'robust,' says Stifel
Stifel analyst Gur Talpaz said his latest quarterly survey of 30 North American security-centric resellers left him "cautiously encouraged" about the overall security spending environment, particularly within the firewall space. Despite recent fears about an imminent slowdown in firewall spending, his checks point to a "robust" deal pipeline through 2019, particularly for Palo Alto Networks (PANW), Talpaz tells investors. Outside of Palo Alto, Talpaz also said he is "more optimistic" on Check Point (CHKP) than he has been "in some time." While he also noted that the was "generally pleased" that the number of resellers pointing to a decline in their Proofpoint (PFPT) business improve to the best level seen in 2018, Talpaz continues to see "work to be done." Others in the cybersecurity space include Rapid7 (RPD), FireEye (FEYE), Fortinet (FTNT), Symantec (SYMC) and CyberArk (CYBR).
12/10/18
GUGG
12/10/18
INITIATION
Target $112
GUGG
Neutral
Check Point initiated with a Neutral at Guggenheim
Guggenheim analyst Imtiaz Koujalgi started Check Point Software Technologies with a Neutral rating and $112 price target.
JBL Jabil
$28.35

0.4 (1.43%)

12/19/18
RBCM
12/19/18
NO CHANGE
Target $30
RBCM
Jabil price target raised to $30 from $29 at RBC Capital
RBC Capital analyst Amit Daryanani nudged his price target on Jabil to $30 rating after its "strong" Q1 results driven by a "combination of better than expected performance in both its DMS and EMS segments" and the upside in new business wins. The analyst also cites the company's raised FY19 revenue guidance forecast based on the management's expectations of "healthcare, packaging, automotive, 5G wireless and cloud contribute meaningfully" to its top line. Daryanani keeps his Sector Perform rating on Jabil, noting that its valuation is in line with its 10-year average trading multiple of 10-times forward 12-month earnings.
11/27/18
SBSH
11/27/18
NO CHANGE
Target $24
SBSH
Sell
Jabil price target lowered to $24 from $28 at Citi
Citi analyst Jim Suva lowered his price target for Jabil (JBL) to $24 and keeps a Sell rating on the shares. The analyst adjusted his valuation of the stock to reflect the recent market decline. His Sell thesis is based on revenue and margin pressure from incremental suppliers getting into the iPhone supply chain. Jabil's customer concentration with Apple (AAPL) gives the company limited bargaining power when demand slows down and/or when there is new competition in the supply chain, Suva tells investors in a research note.
12/11/18
WOLF
12/11/18
INITIATION
Target $9
WOLF
Peer Perform
Flex initiated with a Peer Perform at Wolfe Research
Wolfe Research analyst Steven Milunovich started Flex (FLEX) with a Peer Perform rating and $9 price target, stating that although EMS names are moving up the value chain, he does not think "now is the time" for Flex and Jabil (JBL).
12/11/18
WOLF
12/11/18
INITIATION
Target $25
WOLF
Peer Perform
Jabil initiated with a Peer Perform at Wolfe Research
Wolfe Research analyst Steven Milunovich started Jabil (JBL) with a Peer Perform rating and $25 price target, stating that although EMS names are moving up the value chain, he does not think "now is the time" for Jabil and Flex (FLEX).
CTXS Citrix
$105.01

-0.42 (-0.40%)

10/25/18
JEFF
10/25/18
NO CHANGE
Target $85
JEFF
Underperform
Citrix shares remain overvalued after 'decent' Q3, says Jefferies
Jefferies analyst John DiFucci views Citrix Systems' Q3 results as "decent," saying it exceeded "modest expectations" driven by upside to Product & License. The analyst sees the company's valuation "as among the greatest dislocations in Software." He raised his price target for the shares to $85 from $83 and keeps an Underperform rating on Citrix.
10/19/18
WEDB
10/19/18
INITIATION
Target $115
WEDB
Neutral
Citrix initiated with a Neutral at Wedbush
Wedbush analyst Daniel Ives initiated Citrix Systems with a Neutral rating and $115 price target, telling investors in a research note that he is confident in the company's ability to execute on margin expansion in 2019 and beyond, although this remains a "prove me" story on this front and will be a clear balancing act along with significant investments potentially needed to catalyze the cloud business.
01/24/19
JEFF
01/24/19
NO CHANGE
Target $85
JEFF
Underperform
Citrix 'significantly' overvalued on 'modest' growth, says Jefferies
Jefferies analyst John DiFucci says Citrix Systems results last night were "blamed on a transition to subscription, which has been going on for some time." The analyst continues to view Citrix as "well-run with near-optimized profitability and modest growth." He finds the stock "significantly" overvalued and keeps an Underperform rating on the shares with an $85 price target.
01/24/19
WEDB
01/24/19
NO CHANGE
Target $110
WEDB
Neutral
Citrix price target lowered to $110 from $115 at Wedbush
Wedbush analyst Daniel Ives lowered his price target for Citrix to $110 from $115 to reflect a bit more caution around the company's growth trajectory for 2019 and beyond. The analyst notes that the company delivered a "solid" Q4 and ended 2018 on a positive note after going through a complex restructuring and focus on moving to a cloud/subscription model over the past 18 months. That said, while the company maintained its guidance for 2019, it gave a softer than expected outlook for the March quarter with networking as the main culprit of weakness, he adds. Ives reiterates a Neutral rating on the shares.
GLW Corning
$34.03

0.02 (0.06%)

11/14/18
GUGG
11/14/18
DOWNGRADE
GUGG
Neutral
Guggenheim sees 5% iPhone drop next year, downgrades Apple to Neutral
Guggenheim analyst Robert Cihra downgraded Apple to Neutral from Buy and removed his prior $245 price target for the shares. The stock closed yesterday down $1.94 to $192.23. The average selling price of the iPhone has increased a "dramatic" $220, or 40%, over the past 10 years, reflecting its "growing value to both consumer and business markets," Cihra tells investors in a research note. The analyst points out, however, that nearly half of that increase came in fiscal 2018 alone. This makes a "period of digestion now likely," Cihra writes in a note partially titled "ASPs No Longer Enough." The analyst believes Apple's growth via average selling price is now "widely known." The iPhone's nearly 60% contribution to revenue and profits is "looking like a headwind again," says Cihra. Following early supply chain cuts, exemplified by Corning's (GLW) "softer" Q4 gorilla glass guidance back in October and this week's warnings from 3D sensing laser supplier Lumentum (LITE) and LCD supplier Japan Display, the analyst now estimates iPhone units will decline 5% year-over-year in fiscal 2019. He cut his fiscal 2019 earnings per estimate for Apple to $12.97 from $13.41 and revenue estimate to $273B from $281B.
11/29/18
SBSH
11/29/18
NO CHANGE
SBSH
Citi consumer electronics survey positive for Corning, negative for GoPro
Citi surveyed 60 retail and electronics stores in the U.S. during mid-November to inquire about promotions, sell-through, and preferences for various consumer electronics products, analyst Jim Suva tells investors in a research note. The analyst calls television the "clear winner," followed by video game accessories and wireless speakers. The results point to continued size migration to 50 inch-plus TVs and strong elasticity of demand for price promotions, says Suva. He believes this benefits Corning (GLW). The analyst also finds the video gaming accessories trends as positive for Logitech (LOGI). Fitness trackers and smartwatch trends are neutral for Fitbit (FIT) and positive for Apple (AAPL), while digital camera trends negative for GoPro (GPRO), adds Suva.
09/14/18
09/14/18
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. Corning (GLW) upgraded to Buy from Neutral at Citi with analyst Asiya Merchant saying the shares are "poised to continue to grind higher" in the next 12-18 months as investors appreciate the company's "multiple vectors" for revenue growth, diversification and margin expansion. 2. Coca-Cola European Partners (CCE) was upgraded to Outperform at Wells Fargo and to Neutral from Negative at Susquehanna. 3. VF Corp. (VFC) upgraded to Outperform from Market Perform at Cowen with analyst John Kernan saying VF's disclosure of a 23% operating margin for Vans implies that the brand alone could generate $1B-plus in free cash flow by fiscal 2022. 4. Helmerich & Payne (HP) upgraded to Neutral from Underweight at JPMorgan with analyst Sean Meakim saying Helmerich exceeded his expectations in adapting to the upgrade cycle. 5. Parker-Hannifin (PH) upgraded to Buy from Neutral at Buckingham. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
09/20/18
ARGS
09/20/18
NO CHANGE
Target $42
ARGS
Buy
Corning price target raised to $42 from $36 at Argus
Argus analyst Jim Kelleher raised Corning's price target to $42 from $36 sayaing its positioned to leverage revenue growth into margin expansion in 2H 2018 and 2019. Kelleher said investments are now bearing fruit and is positioned for positive bottom-line comparisons for 2H 2018 and 2019.
MTSI Macom
$17.33

0.06 (0.35%)

12/18/18
LEHM
12/18/18
NO CHANGE
LEHM
Cisco acquisition of Luxtera a negative for Macom, says Barclays
Barclays analyst Blayne Curtis views the acquisition of Luxtera by Cisco Systems (CSCO) as a negative for Macom Technology Solutions (MTSI). Cisco is the lead customer for Macom's PSM4 solution but revenue hasn't been seen yet, Curtis tells investors in a research note. He also points out that Macom does not seem to have much traction outside of Cisco for the product. Further, Curtis sees the Luxtera takeover as modest longer term negative for Inphi (IPHI). With respect to CWDM4, the analyst thinks the deal could put pressure on Intel (INTC), Maxim Integrated Products (MXIM) and Macom starting in late 2019 as Luxtera has its own analog solutions.
02/06/19
CHLM
02/06/19
DOWNGRADE
CHLM
Hold
Macom downgraded to Hold from Buy at Craig-Hallum
01/14/19
EVER
01/14/19
NO CHANGE
Target $20
EVER
Outperform
Macom price target cut to $20 from $24 at Evercore ISI
Evercore ISI analyst C.J. Muse lowered his price target for Macom to $20 from $24 and maintained an Outperform rating, saying he thinks core drivers remain intact, including 100G lasers into DC, 5G in telecom, DCI and sustained strength from radar programs in industrial and defense.
02/06/19
CHLM
02/06/19
DOWNGRADE
Target $19
CHLM
Hold
Macom downgraded to Hold from Buy at Craig-Hallum
Craig-Hallum analyst Richard Shannon downgraded Macom to Hold from Buy and lowered his price target on the shares to $19 from $23. The analyst has been patiently waiting for any one of a number of potentially powerful growth drivers to inflect, and while he still has faith that the company possesses strong technology in these markets, Shannon says he is going to wait for clearer signs that those inflections are happening in the near-term. Further, the analyst notes that Macom's guide was even worse than he expected.
MU Micron
$41.69

1.29 (3.19%)

02/13/19
KEYB
02/13/19
NO CHANGE
KEYB
KeyBanc anticipates NAND shortages by year-end
KeyBanc analyst Weston Twigg says that his updated memory supply model indicates that NAND bit supply growth should decelerate to 28% in 2019, down from 47% in 2018, with year over year supply growth dropping sharply in 2H19. The analyst expects NAND shortages by year-end. For DRAM, shipment and capacity restrictions should lower 2019 supply growth to 11%, down from 18% in 2018. Overall, Twigg expects both NAND and DRAM pricing to stabilize in 2H19, a positive for Micron (MU), Western Digital (WDC), and Silicon Motion (SIMO), and neutral for Seagate (STX). The analyst reiterates an Overweight rating on Micron.
02/13/19
DBAB
02/13/19
NO CHANGE
Target $48
DBAB
Buy
Deutsche Bank sees attractive risk/reward for Micron despite estimate cuts
Deutsche Bank analyst Sidney Ho lowered his estimates for Micron Technology to reflect "weak" DRAM pricing trends. However, in a research note titled "DRAM prices worsened, but closer to a trough," the analyst says aggressive capex cuts by memory suppliers combined with a recovery in server demand should lead to a more favorable supply/demand environment by mid-2019. The rebound in Micron shares, which are up 27% year-to-date, may have anticipated some of this recovery, but with the stock currently trading at ~1.4 times book value of $30, the risk/reward remains attractive relative to a five-year median of ~1.7 times book, Ho writes. As such, he maintains a Buy rating on the shares with a $48 price target.
02/11/19
MSCO
02/11/19
NO CHANGE
Target $33
MSCO
Equal Weight
Micron 'ahead of itself' in short term, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said he expects demand for cloud, PCs and phones to improve seasonally through the year, but he contends that buying DRAM stocks "because cloud spending will come back" is highly likely to end in disappointment as he thinks DRAM is fundamentally oversupplied. Moore sees 2019 as a difficult year for DRAM even with a sharp demand recovery in spending and would rather buy Intel (INTC) or NVIDIA (NVDA) for a cloud recovery, he tells investors. He maintains an Equal Weight rating on Micron (MU) shares, but added that he thinks the stock is "ahead of itself in the short term."
02/12/19
MZHO
02/12/19
NO CHANGE
Target $45
MZHO
Buy
Micron target lowered to $45 on falling DRAM prices at Mizuho
DRAM trends remain challenging with average selling prices "down significantly" as data center original equipment manufacturers continue to digest excess inventory with China weak and slowing capex, Mizuho analyst Vijay Rakesh tells investors in a research note. On the NAND side, after "significant" 2018 price declines, price declines are moderating though NAND supplier inventory is still high, says Rakesh. To reflect DRAM demand and price declines, the analyst cut his May quarter and 2019 sales and gross estimates for Micron Technology. He also dropped his price target for the shares to $45 from $47 but keeps a Buy rating on the name.
MSFT Microsoft
$106.78

-0.08 (-0.07%)

01/31/19
STFL
01/31/19
NO CHANGE
Target $120
STFL
Buy
Microsoft short-term PC issues shouldn't obscure secular strength, says Stifel
Stifel analyst Brad Reback said Microsoft delivered another solid quarter and he thinks short-term PC and foreign exchange issues should not be allowed to obscure the company's strength from its leverage to several secular trends, such as hyperscale/hybrid cloud, SaaS, and gaming. These drivers, coupled with a favorable IT backdrop, Win10 replacement cycle, strong execution, and expense discipline, should enable continued operating profit and free cash flow growth, said Reback, who keeps a Buy rating and $120 price target on Microsoft shares.
01/31/19
KEYB
01/31/19
NO CHANGE
Target $125
KEYB
Overweight
Microsoft secular cloud growth remains intact, says KeyBanc
KeyBanc analyst Brent Bracelin notes that underlying cloud fundamentals for Microsoft remain robust, albeit masked this quarter by a $404M shortfall in Gaming and Windows. The analyst continues to be a buyer of Microsoft on robust cloud trends. He reiterates an Overweight rating and $125 price target on the shares.
01/31/19
FBCO
01/31/19
NO CHANGE
Target $125
FBCO
Outperform
Microsoft fundamentals intact, says Credit Suisse
Credit Suisse analyst Brad Zelnick notes that strong Microsoft Azure revenue growth is the highlight of an otherwise in line December quarter and reinforces his thesis that it remains a key beneficiary of the migration to public and hybrid cloud. He reiterates an Outperform rating and $125 price target on the shares.
01/31/19
MSCO
01/31/19
NO CHANGE
Target $140
MSCO
Overweight
Microsoft core secular drivers remain strong, says Morgan Stanley
Microsoft's key secular growth drivers sustained well in Q2, with an acceleration to 22% commercial bookings growth and Azure sustaining 76% growth, which comes in contrast to mounting investor concerns on weakening IT spending and negative data points from component suppliers, Morgan Stanley analyst Keith Weiss tells investors. However, component shortages led to a weaker Windows OEM business, which reminds investors that "transactional risks remain in the Microsoft business," Weiss added. Citing his view that Microsoft remains the best positioned name in tech for the emerging Hybrid Cloud architecture, he keeps an Overweight rating and $140 price target on the stock.
ANET Arista Networks
$236.25

-2.64 (-1.11%)

01/18/19
01/18/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Edwards Lifesciences (EW) upgraded to Buy from Neutral at BofA/Merrill with analyst Bob Hopkins saying he expects Edwards' multiple to move higher as investors digest upcoming pipeline readouts for Low Risk Aortic and Mitral Repair over the next five months. 2. Iqvia (IQV) upgraded to Buy from Hold at Jefferies with analyst David Windley saying the results from his firm's annual contract research organization survey show accelerating research and development spending, continued rise in outsourcing, and a "notable rise" in preference for global CROs over niche, private players. 3. Arista Networks (ANET) upgraded to Buy from Neutral at Nomura Instinet wih analyst Jeffrey Kvaal saying he views the recent pullback in shares as a buying opportunity and he expects "strong" Q4 results and "robust" growth in 2019. 4. Chevron (CVX) upgraded to Buy from Neutral at UBS with analyst Jon Rigby saying the recent pullback in oil prices has presented a buying opportunity in the shares. 5. Sportsman's Warehouse (SPWH) upgraded to Overweight from Neutral at Piper Jaffray with analyst Peter Keith saying the company is "poised for substantially better fundamentals" while the shares trade at the "lowest valuation within our coverage universe." This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/18/19
JPMS
01/18/19
NO CHANGE
JPMS
JPMorgan buyers of Cisco, Sensata, Arista Networks into Q4 results
JPMorgan analyst Samik Chatterjee previews the Q4 earnings reports in Networking Equipment and says his firm is a buyer of Cisco Systems (CSCO), Sensata (ST), and Arista Networks (ANET) into the prints. Relative to the rest of his coverage, the analyst sees greater headwinds on the horizon for Corning (GLW) in 2019 than is being appreciated by investors. As such, he would be cautious on Corning shares going into its Q4 earnings report.
02/07/19
WBLR
02/07/19
NO CHANGE
WBLR
Outperform
Arista Networks remains a top pick for 2019 at William Blair
William Blair analyst Jason Ader expects a "positive" earnings report from Arista Networks next week when it reports on February 14 driven by "continued robust cloud spending and growing traction in enterprise." Over the past four quarters, the average revenue beat versus the guidance midpoint has been $13.5M, and we have no reason to believe that Arista will deviate much from this level of upside in the current quarter, Ader tells investors in a pre-earnings research note. Further, he believes that after "sky-high" expectations entering 2018, the setup into 2019 "feels much better with Arista trading at a more reasonable valuation and the opportunity for material upside above the current 2019 consensus revenue estimate of 23%." Arista remains the analyst's top pick for 2019.
GSKY GreenSky
$10.49

0.19 (1.84%)

11/07/18
RHCO
11/07/18
NO CHANGE
Target $11
RHCO
Buy
GreenSky price target lowered to $11 from $30 at SunTrust
SunTrust analyst Andrew Jeffrey lowered his price target on GreenSky to $11 after its Q3 results, saying the revenues were impacted by a dearth of available contractors from the tight labor market that was exacerbated by hurricanes. The analyst also notes that the merchants' selection of higher APR products spread the revenues across the life of the loan. Longer term, Jeffrey keeps his Buy rating on GreenSky based on its "differentiated value proposition", strong profitability, and ample liquidity.
11/08/18
MSCO
11/08/18
DOWNGRADE
Target $10
MSCO
Equal Weight
GreenSky downgraded to Equal Weight from Overweight at Morgan Stanley
Morgan Stanley analyst James Faucette downgraded GreenSky to Equal Weight and lowered his price target for the shares to $10 from $28.
12/10/18
SDLR
12/10/18
UPGRADE
Target $13
SDLR
Buy
GreenSky upgraded to Buy from Hold at Sandler O'Neill
Sandler O'Neill analyst Christopher Donat upgraded GreenSky to Buy and raised his price target for the shares to $13 from $10. After meeting with CEO David Zalik, the analyst is more confident in bank partner relationships. GreenSky's current bank commitments should be more than sufficient for the next 18 months and the company has opportunities to become more than an indirect originator of loans on bank balance sheets, Donat tells investors in a research note.
11/08/18
11/08/18
DOWNGRADE
Target $10

Equal Weight
GreenSky downgraded to Equal Weight on rising rate challenges at Morgan Stanley
As previously reported, Morgan Stanley analyst James Faucette downgraded GreenSky to Equal Weight from Overweight and lowered his price target for the shares to $10 from $28. The company's September quarter results and initial 2019 outlook indicate that passing on increased pricing is leading merchants to change behavior and not absorb all of the increased origination fees. In turn, merchants are pushing the price increases onto consumers in the form of higher interest rates on loans, which impacts GreenSky's P&L, said Faucette, who now believes his assumption of better take rates in a rising interest rate environment has proven too optimistic.
AVT Avnet
$44.02

0.63 (1.45%)

01/28/19
SBSH
01/28/19
UPGRADE
Target $120
SBSH
Buy
Citi upgrades Synnex to Buy, names top pick in Tech Distributors
Citi analyst Tim Yang upgraded Synnex (SNX) to Buy from Neutral and raised his firm's price target for the shares to $120 from $88 after taking over coverage of Technology Distributors from Jim Suva. Synnex continues to increase its value-add services exposure, which should support sustainable margin expansion in the next two years, Yang tells investors in a research note. He finds the stock's valuation attractive and calls the company his top pick in the space. Yang is more negative on Neutral-rated Avnet (AVT) due to headwinds in the Semi space.
08/10/18
BOFA
08/10/18
UPGRADE
BOFA
Buy
Avnet upgraded to Buy from Neutral at BofA/Merrill
10/26/18
SBSH
10/26/18
UPGRADE
SBSH
Neutral
Avnet upgraded to Neutral from Sell at Citi
Citi analyst Jim Suva upgraded Avnet to Neutral citing valuation with the shares hitting his Sell target. He feels risks are mitigated at current stock levels.
08/10/18
08/10/18
UPGRADE
Target $56

Buy
Avnet upgraded to Buy on earnings power at BofA/Merrill
As previously reported, BofA/Merrill upgraded Avnet to Buy from Neutral and raised its price target to $56 from $44 following the Q2 report. Analyst Param Singh said Avnet has begun to deliver on operating margin improvement initiatives and is on a path to reach its 4.5%-5% long-term target in the next two-three years, which can significantly increase earnings power. As a result, Singh raised earnings estimates above consensus and believes further upside exists.
CDAY Ceridian
$45.18

-0.28 (-0.62%)

02/01/19
GSCO
02/01/19
INITIATION
Target $37
GSCO
Neutral
Ceridian resumed with a Neutral at Goldman Sachs
Goldman Sachs analyst Christopher Merwin resumed coverage of Ceridian with a Neutral rating and $37 price target. The bar for outperformance is high at current valuation levels, which may limit upside to shares over the next 12 months, says the analyst.
02/07/19
NEED
02/07/19
NO CHANGE
Target $53
NEED
Buy
Ceridian price target raised to $53 from $40 at Needham
Needham analyst Scott Berg raised his price target on Ceridian to $53 and kept his Buy rating after its strong Q4 results. The analyst cites the company's "best new customer go-live's and continued new bookings in the quarter", with added upside coming from EBITDA margins showing leverage growth of 2.3% from last year.
02/07/19
PIPR
02/07/19
NO CHANGE
Target $50
PIPR
Overweight
Ceridian price target raised to $50 from $42 at Piper Jaffray
Piper Jaffray analyst Alex Zukin raised his price target for Ceridian HCM Holding to $50 saying the company posted a "strong end" to fiscal 2018 with top and bottom line metrics outpacing guidance. Further, the company's 2019 guidance exceeded consensus expectations across the board as well, although is not entirely comparable given the transition from ASC 605 to ASC 606, Zukin tells investors in a post-earnings research note. He believes Ceridian has potential for increasing success in the large enterprise to enable a "multi-year high growth" software-as-a-service story. Zukin reiterates an Overweight rating on the shares.
02/07/19
MUFG
02/07/19
NO CHANGE
Target $49
MUFG
Overweight
Ceridian price target raised to $49 from $41 at MUFG
MUFG analyst Stephen Bersey raised his price target for Ceridian HCM Holding to $49 after the company beat his revenue estimate in Q4. Ceridian had another solid quarter, as it continued to win new deals and further expand margins, Bersey tells investors in a post-earnings research note. The company's "methodical" expansion approach, both via international expansion and the introduction of new modules, should continue to drive growth and margin expansion for the foreseeable future, adds the analyst. He reiterates an Overweight rating on Ceridian.
VRNT Verint
$50.71

-1.17 (-2.26%)

01/10/19
01/10/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Ship Finance (SFL) initiated with a Neutral at B. Riley FBR. 2. Wipro (WIT) initiated with a Hold at Deutsche Bank. 3. Boeing (BA), Lockheed Martin (LMT), and Raytheon (RTN) were initiated with a Positive at Susquehanna while Northrop Grumman (NOC) and General Dynamics (GD) were initiated with a Neutral. 4. Dollar General (DG) initiated with an Outperform at BMO Capital while Dollar Tree (DLTR) was initiated with a Market Perform. 5. Verint (VRNT) initiated with a Buy at Jefferies. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
12/11/18
IMPC
12/11/18
NO CHANGE
Target $58
IMPC
Outperform
Verint price target raised to $58 from $49.50 at Imperial Capital
Imperial Capital analyst Jeff Kessler raised his price target for Verint Systems to $58 after the company's Q3 results topped expectations. The analyst says his optimism on shares centers on improving customer creation stability in the Cybersecurity division and a greater percentage of more predictable, medium-sized contracts during the last four quarters in the division. He maintains an Outperform rating on Verint shares.
02/04/19
JEFF
02/04/19
NO CHANGE
JEFF
Buy
Jefferies wouldn't be surprised to see strategic bidder for Ultimate Software
After Ultimate Software (ULTI) announced it has agreed to be acquired by private equity firms led by Hellman & Friedman for $331.50 in cash, Jefferies analyst Samad Samana said he was "not surprised" by the acquisition but he also would not be surprised to see a strategic buyer make a bid. The deal price of $331.50 is "fair," but he thinks a strategic buyer could potentially justify a higher price based on potential revenue and cost synergies, Samana tells investors. He expects the deal to provide a boost to the other publicly traded payroll software vendors, particularly Paylocity (PCTY), added the analyst, who also identifies Commvault (CVLT), Mimecast (MIME), Nice Systems (NICE) and Verint (VRNT) as Software stocks that "appear attractive" as potential targets.
01/10/19
JEFF
01/10/19
INITIATION
Target $53
JEFF
Buy
Verint initiated with a Buy at Jefferies
Jefferies analyst Samad Samana started Verint Systems with a Buy rating and $53 price target. The company is well positioned to deliver high single digit revenue growth due to increased spending on customer experience and cyber intelligence software, Samana tells investors in a research note. He believes that given the company's past missteps, executing on expectations is enough to drive shares higher.
MXIM Maxim Integrated
$55.44

-0.19 (-0.34%)

01/04/19
01/04/19
DOWNGRADE

Neutral
BofA downgrades TI, Analog Devices, Maxim Integrated in semi ratings shake-up
As previously reported, BofA Merrill Lynch analyst Vivek Arya downgraded Texas Instruments (TXN), Analog Devices (ADI) and Maxim Integrated (MXIM), all to Neutral from Buy, stating that despite their solid execution and attractive free cash flow yields he sees limited multiple expansion until global growth starts to recover. Arya, who also upgraded Intel (INTC) to Buy this morning, forecasts total semiconductor industry sales to decelerate in 2019 and still expects enterprise, data center and parts of networking infrastructure to perform better than cyclical sectors such as industrial, automotive and smartphones. In addition to cutting his estimates for all three downgraded stocks, he lowered his price target on TI shares to $105 from $117, cut his target on Analog Devices to $96 from $112 and trimmed his target on Maxim to $57 from $58.
01/14/19
EVER
01/14/19
NO CHANGE
Target $55
EVER
In Line
Maxim Integrated price target cut to $55 from $60 at Evercore ISI
Evercore ISI analyst C.J. Muse cut his price target for Maxim Integrated to $55 from $60 and maintained an In Line rating, saying he is "sharpening the pencil" on analog names, as he believes management will use January earnings as an opportunity to be more conservative considering the macro backdrop.
01/30/19
LOOP
01/30/19
NO CHANGE
Target $63
LOOP
Buy
Maxim Integrated price target raised to $63 from $59 at Loop Capital
Loop Capital analyst Cody Acree raised his price target on Maxim Integrated to $63 and kept his Buy rating, saying that while the outlook for March quarter was more cautious than the reported December quarter, the decline was not broad as order trends are returning to normal. The analyst states that indications of negotiations between U.S. and China trade representatives are encouraging, even though the macro-economic outlook remains uncertain. Acree adds that the trade settlement with China would be a "significant catalyst".
01/17/19
JPMS
01/17/19
NO CHANGE
JPMS
JPMorgan sees bottom forming in Semi stocks ahead of second half rally
JPMorgan analyst Harlan Sur expects most of the Semiconductor companies he covers to report December quarter numbers in-line with his and consensus expectations. The stocks should start to discount improving fundamentals in the first half of 2019 and should be accumulated on any further pullbacks, Sur tells investors in a research note. While the analyst anticipates another round of consensus estimate cuts in the January earnings season, he believes further share downside is limited since many of his stocks are down 25% from the peak in March/June of last year. In large cap stocks, Sur's top pick is Broadcom (AVGO) and he also favors Nvidia (NVDA), Intel (INTC), Maxim Integrated (MXIM) and Micron Technology (MU). The analyst's small cap top picks include Inphi (IPHI) and Mellanox (MLNX). In Semi Capital Equipment, Sur favors Lam Research (LRCX).
CRTO Criteo
$27.84

2.17 (8.45%)

02/13/19
RHCO
02/13/19
NO CHANGE
Target $32
RHCO
Buy
Criteo price target raised to $32 from $29 at SunTrust
SunTrust analyst Matthew Thornton raised his price target on Criteo to $32 and kept his Buy rating after its better than expected Q4, saying the management's tone was also "decidedly positive". The analyst expects the company's revenue growth to continue accelerating and for its EBITDA margin to resume its uptrend in 2020, paving the way for more buybacks. Thornton further contends that the valuation on Criteo is attractive at 13-times his expected forward earnings.
11/01/18
NOMU
11/01/18
NO CHANGE
Target $25
NOMU
Neutral
Criteo price target lowered to $25 from $30 at Nomura Instinet
Nomura Instinet analyst Mark Kelley lowered his price target for Criteo to $25 and keeps a Neutral rating on the shares following the company's Q3 results. "Slightly better" results and an $80M buyback program will likely improve sentiment in the near term, and next year's path back to double-digit revenue growth in the back half appears to be on track, Kelley tells investors in a research note. The analyst views the quarter "as an early indication that things may be stabilizing." However, he does not think the stock will "have the opportunity to re-rate until the beginning of next year."
01/04/19
GSCO
01/04/19
DOWNGRADE
Target $20
GSCO
Sell
Criteo downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Heath Terry downgraded Criteo to Sell and lowered his price target for the shares to $20 from $24. With Criteo shares up 7% since the end of Q3 despite Internet stocks as a whole trading down 18% on average over the same period, the risk-reward in owning the stock has turned negative relative to the rest of the Internet sector, Terry tells investors in a research note. The analyst sees downside risks to Criteo's consensus estimates in 2019.
11/06/18
RHCO
11/06/18
NO CHANGE
Target $28
RHCO
Buy
Criteo price target lowered to $28 from $33 at SunTrust
SunTrust analyst Matthew Thornton lowered his price target on Criteo to $28 but kept his Buy rating after hosting investor meetings with its management. The analyst concluded that the company's competitive position is "stable" even though it will have to rely on salesforce hiring and non-core products to return to growth in the second half of 2019. Thornton also points to Criteo's stock buyback as evidence of the management's confidence in its strategy relative to the last quarter.
NTAP NetApp
$67.22

0.09 (0.13%)

02/08/19
OTRG
02/08/19
DOWNGRADE
OTRG
Mixed
NetApp downgraded to Mixed from Positive at OTR Global
02/14/19
WBLR
02/14/19
DOWNGRADE
WBLR
Market Perform
NetApp downgraded to Market Perform from Outperform at William Blair
William Blair analyst Jason Ader downgraded Jason Ader to Market Perform following the company's Q3 results. The analyst sees "muted" near-term growth prospects amid a slower cloud ramp.
01/16/19
01/16/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Citi (C) downgraded to Hold from Buy at Standpoint Research. 2. Snap (SNAP) downgraded to Sector Perform from Outperform at RBC Capital with analyst Mark Mahaney citing the company's recent "mixed" pre-announcement and, more importantly, its latest disclosure of a "surprise" exit by its CFO Tim Stone who was on the job for less than a year. 3. Nordstrom (JWN) downgraded to Neutral from Conviction Buy at Goldman Sachs, to Neutral from Overweight at Atlantic Equities, and to Market Perform from Outperform at Telsey Advisory. 4. AB InBev (BUD) downgraded to Underperform from Hold at Jefferies with analyst Edward Mundy saying market share pressures, some of which have only recently become visible, will likely persist, and could lead to disappointment against high expectations of an emerging-led recovery. 5. HP Enterprise (HPE) downgraded to Equal Weight from Overweight at Morgan Stanley, while NetApp (NTAP) was downgraded to Underweight from Equal Weight. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/11/19
PIPR
02/11/19
NO CHANGE
PIPR
Piper storage survey positive for Pure Storage, Nutanix, NetApp
Piper Jaffray conducted its fiscal Q4 Storage Reseller Survey by collecting feedback from 28 resellers and distributors. While only five of 14 vendors had net positive results versus six of the 14 last quarter, the firm saw "strong results" for Pure Storage (PSTG), Rubrik, Nutanix (NTNX), Veeam and NetApp (NTAP), analyst Andrew Nowinski told investors earlier in a research note. Pure Storage also had the strongest pipeline heading into the April quarter, added the analyst. The company's results sharply improved in the survey, with 67% of resellers citing "Above Plan" results, the highest level seen in three years, says Nowinski. The stock in early trading is up 19c to $18.47. Of those surveyed by Piper, 36% of resellers said they saw a negative impact from the U.S. government shutdown, with Dell (DELL), HP/3PAR (HPQ) and IBM (IMB) the most impacted.
V Visa
$143.46

1.46 (1.03%)

01/31/19
RAJA
01/31/19
NO CHANGE
RAJA
Visa price target lowered to $152 from $167 at Raymond James
Raymond James analyst John Davis maintained an Outperform rating on Via, but lowered his price target to $152 from $167 following the company's "somewhat mixed" Q1 earnings. The analyst believes that management's cautious tone is "concerning," but he sees nothing broken that changes his longer-term positive outlook. He suggests being "opportunistic near-term" as he sees the stock likely being range bound in the more challenged near-term macro environment.
02/01/19
RHCO
02/01/19
NO CHANGE
Target $250
RHCO
Buy
MasterCard price target raised to $250 from $230 at SunTrust
SunTrust analyst Andrew Jeffrey raised his price target on MasterCard (MA) to $250 and kept his Buy rating, saying the company is a "network growth leader" that continues to outperform Visa (V) in terms of building market share and maintaining volume and revenue momentum. The analyst further cites MasterCard's "ongoing conversion of Maestro debit to MasterCard-branded cards and impressive Services monetization", adding that he sees some upside to its 2019 estimates.
01/29/19
01/29/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Dell Technologies (DELL) initiated with an Outperform at Raymond James. 2. MasterCard (MA) and Visa (V) were initiated with a Buy at Jefferies. 3. Eiger BioPharmaceuticals (EIGR) initiated with an Outperform at Baird. 4. Arena Pharmaceuticals (ARNA) assumed with an Overweight at Cantor Fitzgerald. 5. Southern Copper (SCCO) reinstated with a Buy at BofA/Merrill. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
02/07/19
MSCO
02/07/19
NO CHANGE
Target $99
MSCO
Overweight
PayPal acceptance growth still best of any digital wallet, says Morgan Stanley
Morgan Stanley analyst James Faucette said the most common question he has gotten for the past several weeks on PayPal (PYPL) has been, "Why is the stock underperforming so much since the beginning of 2019?" He believes PayPal's recent plateauing probably has more to do with other stocks than anything stock-specific, stating that Visa (V) and MasterCard (MA) "really have arguably had their best buying opportunities in years" and he would not be surprised to see PayPal "tread water" until those two stocks retake their respective highs. Another common thread in talks has been increasing concern that other digital wallets from Amazon (AMZN), Apple (AAPL) and others may be closing the acceptance gap, though he thinks that "speculation is flatly wrong." Dating back to March 2016, PayPal has had the fastest acceptance growth among all digital wallets, outpacing all the other wallets that he can reliably track, Faucette tells investors. He maintains an Overweight rating and $99 price target on PayPal shares.
TXN Texas Instruments
$107.12

0.64 (0.60%)

01/24/19
RHCO
01/24/19
NO CHANGE
Target $103
RHCO
Hold
Texas Instruments price target raised to $103 from $93 at SunTrust
SunTrust analyst William Stein raised his price target on Texas Instruments to $103 after its Q4 results to account for a roll in his model to FY20. The analyst keeps his Hold rating however and also lowers his FY19 EPS view to $5.01 from $6.01 after the weakness shown in Q3 remained evident in the latest reported quarter. Stein further states that the management's has acknowledged continued "demand deterioration and a potential prolonging of the cycle owing to trade policy."
01/24/19
RBCM
01/24/19
NO CHANGE
Target $105
RBCM
Outperform
Texas Instruments price target lowered to $105 from $120 at RBC Capital
RBC Capital analyst Amit Daryanani lowered his price target on Texas Instruments to $105, citing the company's disappointing outlook for Q1. The analyst keeps his Outperform rating however, stating that while the depth and duration of the semiconductor cycle downturn is unknown, he believes that Texas Instruments is doing a good job, with expectations of sustaining high 30% free cash flow and EBIT margins. Daryanani expects the declines to moderate later this year and for margin expansion to return in Q4 of 2019.
01/24/19
STFL
01/24/19
NO CHANGE
Target $95
STFL
Hold
Texas Instruments visibility remains limited, says Stifel
While noting that Texas Instruments issued an outlook that was slightly better than feared, Stifel analyst Tore Svanberg said management commentary on the call suggests visibility remains limited into both the depth and duration of the current downcycle. Though he believes TI remains "an exceptionally well-managed company," Svanberg keeps a Hold rating on the stock, pending greater clarity into the current downcycle. He lowered his calendar year 2019 estimates for revenue and GAAP EPS following the report and trimmed his price target on TI shares to $95 from $97.
02/04/19
SBSH
02/04/19
NO CHANGE
SBSH
Texas Instruments, TSMC, Lam among Citi's top global Semi picks for 2019
Citi's global top picks in Semiconductors are Texas Instruments (TXN), TSMC (TSM), Sony (SNE), Samsung (SSNLF), ASML (ASML), and Lam Research (LRCX), analysts led by Christopher Danely tell investors in a research note. Citi is "becoming more constructive as fundamentals are bottoming and semis are shipping below demand." The firm expects revenue for the Semiconductor sector in 2019 to decline 7% year-over-year, down from 15% year-over-year growth in 2018, due to the "memory crash dragging down overall sales." If China goes into recession, Citi believes semis will see "another big leg down." If not, the firm expects upside in the second half of 2019.
ICE IntercontinentalExchange
$76.68

0.52 (0.68%)

01/22/19
01/22/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Under Armour (UA, UAA) upgraded to Conviction Buy from Neutral at Goldman Sachs with analyst Alexandra Walvis saying Under Armour's gross margins have inflected positively and are set to "expand materially" as the company executes quality of sale initiatives while also benefiting from mix shifts towards international markets and direct-to-consumer. 2. Nike (NKE) upgraded to Outperform from Market Perform at Cowen with analyst John Kernan saying he views Nike's gross margin improvement and speed initiatives as key catalysts to near-term and multi-year upside to margins. 3. IntercontinentalExchange (ICE) upgraded to Buy from Neutral at Citi. 4. TechnipFMC (FTI) upgraded to Neutral from Underperform at Exane BNP Paribas. 5. Cars.com (CARS) upgraded to Buy from Neutral at BTIG with analyst Marvin Fong citing the company's announcement that it is reviewing its strategic alternatives that includes a potential sale last week. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
01/22/19
SBSH
01/22/19
NO CHANGE
SBSH
Citi upgrades ICE to Buy, puts 'Upside Catalyst Watch' on CME
Citi analyst Ben Herbert upgraded IntercontinentalExchange (ICE) to Buy from Neutral and raised his price target for the shares to $86 from $80. The analyst also placed a "30 Day Upside Catalyst Watch" on his top pick CME Group (CME). He lowered his price target for those shares to $210 from $220 and keeps a Buy rating on the name. On IntercontinentalExchange, the analyst sees a more attractive valuation following the recent pullback and a more favorable volume outlook in 2019. Further, he thinks Data momentum drives an upward bias to revenue estimates in 2019 and 2020. For CME, Herbert expects a favorable NEX Group update relating to margins and revenue opportunities when the company reports Q4 earnings.
01/29/19
DBAB
01/29/19
NO CHANGE
DBAB
Exchange stocks should be bought on any weakness, says Deutsche Bank
Deutsche Bank analyst Brian Bedell recommends buying the stock of Exchanges on any weakness. There may some additional downside risk upon earnings reports as investors revise Q1 estimates down to reflect the slow volume start to the year, Bedell tells investors in a research note. However, he recommends using any weakness as a buying opportunity given his view that the exchange stocks are best positioned to outperform in the later stages of a market cycle.
01/22/19
SBSH
01/22/19
UPGRADE
SBSH
Buy
IntercontinentalExchange upgraded to Buy from Neutral at Citi
Citi analyst Ben Herbert upgraded IntercontinentalExchange to Buy.
ZEN Zendesk
$77.51

-1.06 (-1.35%)

02/06/19
CHLM
02/06/19
NO CHANGE
Target $84
CHLM
Buy
Zendesk price target raised to $84 from $68 at Craig-Hallum
Craig-Hallum analyst Jeff Van Rhee raised his price target for Zendesk to $84 from $68 after the company posted another "rock solid quarter," with reported top-line growth accelerating to 41% year over year on $172.2M in revenue. The analyst reiterates a Buy rating on the shares.
02/06/19
COWN
02/06/19
NO CHANGE
Target $88
COWN
Outperform
Zendesk price target raised to $88 from $72 at Cowen
Cowen analyst J. Derrick Wood raised his price target on Zendesk to $88 from $72 following Q4 results that he called solid. The analyst cited its broad-based strength across SMB and Enterprise, its raised guidance, and potential with its bolstered product portfolio. Wood reiterated his Outperform rating on Zendesk shares.
02/06/19
ADAM
02/06/19
NO CHANGE
Target $85
ADAM
Buy
Zendesk price target raised to $85 from $65 at Canaccord
Canaccord analyst David Hynes raised his price target on Zendesk to $85 from $65 following solid Q4 results. The analyst said its guidance increased his confidence in the firm's strategy to provide a full-fledged customer engagement platform and gradually move upmarket. Hynes reiterated his Buy rating on Zendesk shares.
02/06/19
WELS
02/06/19
NO CHANGE
Target $90
WELS
Outperform
Zendesk price target raised to $90 from $80 at Wells Fargo
Wells Fargo analyst Philip Winslow raised his price target for Zendesk to $90 from $80 following "strong" Q4 results with revenue, EPS and billings above consensus expectations driven by momentum in enterprise accounts, growing interest in newer products, and strong sales execution. The analyst reiterates an Outperform rating on the shares.
FEYE FireEye
$16.95

-0.2 (-1.17%)

02/07/19
BTIG
02/07/19
DOWNGRADE
BTIG
Neutral
FireEye downgraded to Neutral from Buy at BTIG
BTIG analyst Joel Fishbein downgraded FireEye to Neutral, saying its turnaround has "hit a hiccup" after several consecutive beat and raise quarters. The analyst notes that while billings came in strong with a double-digit increase, the results were "stained" by a miss on the product, subscription, and support revenue line. Fishbein also points to a "stagnating momentum" and the reduced visibility of larger deals. While he sees its valuation as inexpensive, the analyst expects FireEye shares to trade "rangebound" until there is more excitement about its new products.
01/23/19
BARD
01/23/19
NO CHANGE
Target $23
BARD
Outperform
FireEye added as a Fresh Pick at Baird
Baird analyst Jonathan Ruykhaver added a Fresh Pick designation to FireEye following its recent pullback. He believes consensus estimates appear conservative and he anticipates a breakout year for focus products such as Managed Defense and iSight. He also believes early traction from Expertise on Demand likely serves as a catalyst to re-rate the shares to a strategic multiple. Ruykhaver reiterated his Outperform rating and $23 price target on FireEye shares.
02/07/19
BARD
02/07/19
NO CHANGE
Target $23
BARD
Outperform
FireEye weakness a buying opportunity, says Baird
Baird analyst Jonathan Ruykhaver said he was "distinctly encouraged" by FireEye's underlying Q4 results. He noted the weak Q1 guidance, but he was encouraged by the full-year guidance and management commentary. The analyst believes the long term bull thesis remains intact and he would be a buyer on post-earnings weakness. Ruykhaver reiterated his Outperform rating and $23 price target on FireEye shares.
PYPL PayPal
$94.01

-0.37 (-0.39%)

02/06/19
02/06/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. PayPal (PYPL) downgraded to Neutral from Buy at Guggenheim with the firm citing balanced risk/reward. 2. Arlo Technologies (ARLO) downgraded to Underperform from Neutral at BofA/Merrill and to Market Perform from Outperform at Cowen. 3. Celanese (CE) downgraded to Market Perform from Outperform at Cowen with analyst Charles Neivert saying recent subtle changes in industry fundamentals and the macro outlook have made him more cautious. 4. Estee Lauder (EL) downgraded to Hold from Buy at Berenberg with analyst Rosie Edwards saying that while the company's Q2 results were "strong across the board," she expects top-line growth to moderate, due mainly to skincare and Asia-Pacific. 5. Vanda Pharmaceuticals (VNDA) downgraded to Neutral from Overweight at Cantor Fitzgerald with analyst Charles Duncan saying the company's complaint against the FDA reduces visibility on development timelines for tradipitant in gastroparesis, perhaps even pruritus, and may also affect Hetlioz label expansion efforts. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
02/11/19
LOOP
02/11/19
NO CHANGE
Target $86
LOOP
Hold
PayPal price target raised to $86 from $82 at Loop Capital
Loop Capital analyst Joseph Vafi raised his price target on PayPal to $86 to reflect the recovery in the multiples of some of its peers. The analyst also keeps his Hold rating on the shares, noting that while its Venmo franchise is "plowing forward", the free multi-bank electronic payments consortium Zelle is receiving less attention even though it processes nearly twice in transaction volume. With Zelle payment volume growing 61% last year, Vafi expects "at least some" Venmo users to switch platforms.
02/12/19
JEFF
02/12/19
NO CHANGE
Target $110
JEFF
Buy
PayPal continues to grow away from eBay, says Jefferies
PayPal (PYPL) continues to grow away from eBay (EBAY), mitigating concentration along with way, Jefferies analyst John Hecht tells investors in a research note. eBay's composition of total payment volume has moved from nearly 20% at the end of 2016 to 10% at Q4 of 2018, the analyst points out. He believes his 2020 forecast for PayPal reasonably accounts for the eBay transition. By his model, eBay will represent low-to-mid single digits composition of both PayPal's total payment volume and revenue by the end of 2020, "substantially below current levels." Hecht keeps a Buy rating on PayPal with a $110 price target.

TODAY'S FREE FLY STORIES

HLX

Helix Energy

$7.36

0.14 (1.94%)

18:23
02/18/19
02/18
18:23
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18:23
Earnings
Helix Energy reports FY18 adjusted EPS 19c, consensus 23c »

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HLX

Helix Energy

$7.36

0.14 (1.94%)

18:23
02/18/19
02/18
18:23
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18:23
Earnings
Helix Energy reports Q4 adjusted EPS (9c), consensus (7c) »

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F

Ford

$8.54

0.115 (1.37%)

18:17
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18:17
Periodicals
Jury awards $152M in Ford Explorer rollover case, Reuters reports »

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GM

General Motors

$39.10

0.21 (0.54%)

, VLKAY

Volkswagen

$0.00

(0.00%)

18:14
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02/18
18:14
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18:14
Periodicals
U.S. Commerce Department submits auto tariff probe report, Reuters says »

The U.S. Commerce…

GM

General Motors

$39.10

0.21 (0.54%)

VLKAY

Volkswagen

$0.00

(0.00%)

NSANY

Nissan

$0.00

(0.00%)

F

Ford

$8.54

0.115 (1.37%)

FCAU

Fiat Chrysler

$14.75

0.09 (0.61%)

HMC

Honda

$27.35

0.04 (0.15%)

TM

Toyota

$121.15

1.941 (1.63%)

DDAIF

Daimler AG

$0.00

(0.00%)

03/08/13
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FB

Facebook

$162.54

-1.4 (-0.85%)

18:10
02/18/19
02/18
18:10
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18:10
Periodicals
Facebook says 'open to meaningful regulation,' Reuters reports »

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  • 25

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BABA

Alibaba

$166.07

-2.31 (-1.37%)

18:06
02/18/19
02/18
18:06
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18:06
Periodicals
Alibaba unit behind app for Communist Party news content, Reuters says »

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  • 03

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FB

Facebook

$162.54

-1.4 (-0.85%)

18:01
02/18/19
02/18
18:01
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18:01
Earnings
Facebook targeted in scathing report by British Parliament, NY Times reports »

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  • 25

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PZZA

Papa John's

$45.28

1.71 (3.92%)

17:56
02/18/19
02/18
17:56
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17:56
Periodicals
Papa John's founder welcomes hedge fund Starboard, Reuters reports »

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GM

General Motors

$39.10

0.21 (0.54%)

, VLKAY

Volkswagen

$0.00

(0.00%)

17:53
02/18/19
02/18
17:53
02/18/19
17:53
Periodicals
Auto industry lining up against possible tariffs, Reuters reports »

The auto industry urged…

GM

General Motors

$39.10

0.21 (0.54%)

VLKAY

Volkswagen

$0.00

(0.00%)

NSANY

Nissan

$0.00

(0.00%)

F

Ford

$8.54

0.115 (1.37%)

FCAU

Fiat Chrysler

$14.75

0.09 (0.61%)

HMC

Honda

$27.35

0.04 (0.15%)

TM

Toyota

$121.15

1.941 (1.63%)

DDAIF

Daimler AG

$0.00

(0.00%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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DOOR

Masonite

$57.31

-0.07 (-0.12%)

17:41
02/18/19
02/18
17:41
02/18/19
17:41
Earnings
Masonite reports Q4 adjusted EPS 68c, consensus 80c »

Reports Q4 revenue $528M,…

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  • 19

    Feb

LECO

Lincoln Electric

$88.48

1.27 (1.46%)

17:34
02/18/19
02/18
17:34
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17:34
Hot Stocks
Lincoln Electric Board declares quarterly dividend of 47c per common share »

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  • 20

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RIG

Transocean

$8.93

0.395 (4.63%)

17:28
02/18/19
02/18
17:28
02/18/19
17:28
Earnings
Transocean reports Q4 EPS (34c), consensus (24c) »

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  • 19

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CLR

Continental Resources

$46.94

1.8 (3.99%)

17:14
02/18/19
02/18
17:14
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17:14
Earnings
Continental Resources reports Q4 adjusted 54c, consensus 62c »

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  • 19

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SPN

Superior Energy

$4.43

0.165 (3.87%)

16:53
02/18/19
02/18
16:53
02/18/19
16:53
Earnings
Superior Energy reports Q4 EPS ($4.85), may not compare consensus (0.28c) »

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  • 19

    Feb

MSG

Madison Square Garden

$291.37

0.85 (0.29%)

16:46
02/18/19
02/18
16:46
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16:46
Periodicals
MSG denies Knicks sale talks after Bill Simmons claims otherwise »

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WIN

Windstream

$3.37

0.2 (6.31%)

16:45
02/18/19
02/18
16:45
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16:45
Hot Stocks
Windstream postpones release of Q4, FY18 financial results »

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  • 25

    Feb

UFPI

Universal Forest

$32.22

0.36 (1.13%)

16:43
02/18/19
02/18
16:43
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16:43
Hot Stocks
Universal Forest signs agreement to acquire Wolverine Wood Products »

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  • 21

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SCI

Service Corp.

$45.96

0.56 (1.23%)

16:36
02/18/19
02/18
16:36
02/18/19
16:36
Earnings
Breaking Earnings news story on Service Corp. »

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  • 19

    Feb

SCI

Service Corp.

$45.96

0.56 (1.23%)

16:34
02/18/19
02/18
16:34
02/18/19
16:34
Earnings
Service Corp. reports Q4 adjusted EPS 54c, consensus 56c »

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  • 19

    Feb

APY

Apergy

$36.84

0.92 (2.56%)

16:27
02/18/19
02/18
16:27
02/18/19
16:27
Earnings
Apergy reports Q4 adjusted EPS 36c, consensus 33c »

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  • 19

    Feb

NAVI

Navient

$11.75

0.12 (1.03%)

16:20
02/18/19
02/18
16:20
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16:20
Hot Stocks
Navient rejects highly conditional unsolicited 'expression of interest' »

Navient announced that it…

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SLCA

U.S. Silica

$14.41

-0.005 (-0.03%)

16:15
02/18/19
02/18
16:15
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16:15
Hot Stocks
24 SandBox Logistics patent claims invalidated »

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JBHT

J.B. Hunt

$113.78

1.66 (1.48%)

16:12
02/18/19
02/18
16:12
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16:12
Hot Stocks
J.B. Hunt completes acquisition of Cory 1st Choice Home Delivery »

J.B. Hunt announced the…

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  • 20

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  • 06

    Mar

CAT

Caterpillar

$136.21

3.575 (2.70%)

16:10
02/18/19
02/18
16:10
02/18/19
16:10
Hot Stocks
Caterpillar announces several officer moves »

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  • 20

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  • 20

    Feb

CUB

Cubic

$60.35

2.995 (5.22%)

16:07
02/18/19
02/18
16:07
02/18/19
16:07
Hot Stocks
Cubic announces semiannual dividend of 13.5c per share »

Cubic announced that its…

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