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MDB

MongoDB

$104.33

-0.54 (-0.51%)

, ORCL

Oracle

$53.06

0.25 (0.47%)

07:19
03/14/19
03/14
07:19
03/14/19
07:19

MongoDB price target raised to $125 from $95 at Canaccord

Canaccord analyst Richard Davis raised his price target on MongoDB (MDB) shares to $125 from $95 following the company's Q4 report, stating that he believes Mongo can reach between $1.2B and $2B in revenue in five years given that it has built the largest customer footprint among about three dozen NoSQL database vendors and "scale tends to be self-reinforcing." The analyst, who contends that Mongo's "exceptionally strong growth is modest bad news" for Oracle (ORCL) and Microsoft (MSFT), keeps a Buy rating on MongoDB shares.

MDB

MongoDB

$104.33

-0.54 (-0.51%)

ORCL

Oracle

$53.06

0.25 (0.47%)

MSFT

Microsoft

$114.49

0.82 (0.72%)

  • 14

    Mar

  • 18

    Mar

  • 04

    Apr

MDB MongoDB
$104.33

-0.54 (-0.51%)

02/28/19
NEED
02/28/19
NO CHANGE
Target $108
NEED
Buy
MongoDB price target raised to $108 from $97 at Needham
Needham analyst Jack Andrews raised his price target on MongoDB to $108 and kept his Buy rating, saying the 9% decline in the stock price on Tuesday on press speculation regarding Lyft migrating its database needs towards AWS was unfounded. The analyst contends that the shift would be a "highly implausible scenario", since his research indicates that DocumentDB is more comparable to a 6 year old version of MongoD product and thus would be "unlikely to meet Lyft's performance and scalability requirements".
02/26/19
NOMU
02/26/19
NO CHANGE
Target $63
NOMU
Reduce
Lyft may be making 'massive' migration away from MongoDB, says Nomura Instinet
Nomura Instinet analyst Christopher Eberle said he recently discovered that Lyft (LYFT) is "quite dissatisfied" with MongoDB's (MDB) performance and he believes the ride-sharing service operator is in the process of a "massive database migration," he told investors in a research note. While he has not yet identified who Lyft is migrating to, based on industry conversations Eberle thinks it could be either Amazon Web Services' (AMZN) DynamoDB or Google (GOOGL) Spanner, he noted. The analyst, who continues to see risks from increased availability of viable competitive solutions and the introduction of SSPL, keeps a Reduce rating and $63 price target on MongoDB shares, which are down 2% in early trading.
01/11/19
DADA
01/11/19
NO CHANGE
Target $80
DADA
Neutral
Competitive concerns on MongoDB from Amazon may be overblown, says DA Davidson
DA Davidson analyst Rishi Jaluria kept his Neutral rating and $80 price target on MongoDB (MDB) following the Amazon (AMZN) AWS announcement of the launch of DocumentDB that supports MongoDB workloads. The analyst contents that the move is not surprising given the AWS pattern of moving "up the stack" over time. Jaluria also notes that the company has faced a similar threat in the past with Azure Cosmos DB's API for MongoDB, but believes that the company's MongoDB Atlas was not impacted. Further, the analyst ponders whether Amazon's attempt to undercut MongoDB sets up a potential bid for the company.
01/10/19
RSBL
01/10/19
NO CHANGE
RSBL
MongoDB shares defended at Rosenblatt
ORCL Oracle
$53.06

0.25 (0.47%)

03/11/19
NOMU
03/11/19
DOWNGRADE
Target $42
NOMU
Reduce
Oracle downgraded to Reduce from Buy at Nomura Instinet
Nomura Instinet analyst Christopher Eberle double downgraded Oracle to Reduce from Buy and cut his price target for the shares to $42 from $53.
03/13/19
RBCM
03/13/19
NO CHANGE
Target $55
RBCM
Sector Perform
Oracle Q3 estimates likely conservative, says RBC Capital
RBC Capital analyst Ross MacMillan kept his Sector Perform rating and $55 price target on Oracle with an "upside bias" to the company's "conservative" Q3 estimates and guidance which suggest a "step-down" in its constant-currency two-year stack growth rate. The analyst cites higher support pricing starting at the beginning of 2019 and a "likely higher buyback" than he is modeling in his positive stance on Oracle, but also warns about the lack of "fundamental drivers" such as "cloud re-acceleration / inflection of gross profit growth" that would justify a more bullish view.
03/11/19
03/11/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. JetBlue (JBLU) downgraded to Equal Weight from Overweight at Barclays with analyst Brandon Oglenski lowering his price target for the shares to $20 from $27. 2. Nucor (NUE) downgraded to Neutral from Buy at Longbow with analyst Chris Olin saying his carbon steel market checks indicate muted demand growth for all major products, with negative momentum most apparent for plate, merchant bar and SBQ. 3. Oracle (ORCL) downgraded to Reduce from Buy at Nomura Instinet with analyst Christopher Eberle saying Oracle's buyback program has helped drive the stock to near all-time highs, but the rate of $10B in buybacks per quarter "can't last forever." 4. Greenbrier (GBX) and Trinity Industries (TRN) downgraded to Sector Weight from Overweight at KeyBanc. 5. Zumiez (ZUMZ) downgraded to Hold from Buy at Pivotal Research with analyst Mitch Kummetz saying the stock's risk/reward is no longer compelling after bouncing 40% off the mid-December lows. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/11/19
NOMU
03/11/19
DOWNGRADE
Target $42
NOMU
Reduce
Oracle buybacks 'can't last forever,' Nomura says when double downgrading
Nomura Instinet analyst Christopher Eberle double downgraded Oracle to Reduce from Buy and cut his price target for the shares to $42 from $53. The stock closed Friday up 19c to $52.77. Oracle's buyback program has helped drive the stock to near all-time highs, but the rate of $10B in buybacks per quarter "can't last forever," Eberle tells investors in a research note. The analyst believes the company is "significantly underinvesting" in research and development compared to peers at the expense of revenue and operating income growth. Further, a reversion back to the historical average of ~$3B per quarter in buybacks over the next two years is not enough to meet consensus estimates, contends the analyst. He thinks Oracle's "financial engineering is reaching its breaking point."
MSFT Microsoft
$114.49

0.82 (0.72%)

03/13/19
MZHO
03/13/19
INITIATION
Target $135
MZHO
Buy
Microsoft initiated with a Buy at Mizuho
Mizuho analyst Gregg Moskowitz initiated Microsoft with a $135 price target.
03/14/19
MZHO
03/14/19
INITIATION
Target $135
MZHO
Buy
Mizuho starts Microsoft with Buy rating, names a top pick
Mizuho analyst Gregg Moskowitz last night initiated coverage of Microsoft with a Buy rating and $135 price target. The analyst believes investor concerns about Azure deceleration are overblown and that Azure is "becoming more powerful." Microsoft has assembled an "impressive collection" of cloud assets that should continue to drive "strong" overall growth, Moskowitz tells investors in a research note. He calls the company one of his top picks.
03/07/19
MSCO
03/07/19
NO CHANGE
Target $300
MSCO
Overweight
Arista Networks price target raised to $300 from $265 at Morgan Stanley
Morgan Stanley analyst James Faucette said he has increased confidence in Arista Networks' (ANET) ability to beat consensus estimates as he believes Arista is likely to benefit from hyperscale customers' growth. Faucette explains that he sees Arista sales as most closely tied to hyperscale service revenue and he believes better than expected revenue at Microsoft (MSFT), Google (GOOGL) and Facebook (FB) will lead to better than expected buying of Arista gear. Given that view and his confidence, Faucette raised his price target on Arista shares to $300 from $265 and keeps an Overweight rating on the stock.
02/25/19
WEDB
02/25/19
NO CHANGE
Target $140
WEDB
Outperform
Microsoft added to Best Ideas List at Wedbush
Wedbush added Microsoft to the firm's Best Idea List citing what the firm views as the company's differentiated opportunity to drive cloud sales for 2019 and beyond given the Azure platform, Office 365, and enhanced AI capabilities. The firm, which said their expectation is that Microsoft will cross the trillion dollar market cap during 2019, keeps an Outperform rating and $140 price target on the stock.

TODAY'S FREE FLY STORIES

T

AT&T

$31.03

-0.05 (-0.16%)

, CMCSA

Comcast

$39.56

-0.49 (-1.22%)

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T

AT&T

$31.03

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CMCSA

Comcast

$39.56

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CMCSK

Comcast

$0.00

(0.00%)

SNE

Sony

$42.09

-1.915 (-4.35%)

LGF.A

Lionsgate

$15.14

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DIS

Disney

$108.30

-0.36 (-0.33%)

VIAB

Viacom

$25.27

-0.7 (-2.70%)

VIA

Viacom

$30.64

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SPY

SPDR S&P 500 ETF Trust

$279.55

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S&P 500

$0.00

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16:07
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03/24
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Periodicals
Not enough evidence Trump obstructed justice, conspired with Russia, CNBC says »

Attorney General William…

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SPDR S&P 500 ETF Trust

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SPDR S&P 500 ETF Trust

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15:58
03/24/19
03/24
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15:58
Periodicals
Mueller finds no Trump campaign-Russia conspiracy, Reuters reports »

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SPDR S&P 500 ETF Trust

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ASND

Ascendis Pharma

$119.21

-3.85 (-3.13%)

15:35
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SPY

SPDR S&P 500 ETF Trust

$279.55

-5.08 (-1.78%)

, SPX

S&P 500

$0.00

(0.00%)

12:50
03/24/19
03/24
12:50
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12:50
Periodicals
Trump, lawmakers awaiting details of Mueller's report, Reuters says »

U.S. lawmakers drew…

SPY

SPDR S&P 500 ETF Trust

$279.55

-5.08 (-1.78%)

SPX

S&P 500

$0.00

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SPDR S&P 500 ETF Trust

$279.55

-5.08 (-1.78%)

, SPX

S&P 500

$0.00

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12:44
03/24/19
03/24
12:44
03/24/19
12:44
Periodicals
China refusing to concede on U.S. demands to ease curb on tech companies,FT says »

China is refusing to…

SPY

SPDR S&P 500 ETF Trust

$279.55

-5.08 (-1.78%)

SPX

S&P 500

$0.00

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BABA

Alibaba

$175.60

-5.785 (-3.19%)

12:37
03/24/19
03/24
12:37
03/24/19
12:37
Periodicals
Alibaba acquires Israeli AR startup, Bloomberg reports »

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BAYRY

Bayer

$0.00

(0.00%)

12:34
03/24/19
03/24
12:34
03/24/19
12:34
Periodicals
Bayer CEO says team retains backing if supervisory board, Reuters says »

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AAL

American Airlines

$30.60

-0.83 (-2.64%)

, BA

Boeing

$362.15

-10.54 (-2.83%)

12:31
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03/24
12:31
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12:31
Periodicals
American Airlines extends Boeing 737 Max flight cancellations, Reuters says »

American Airlines (AAL)…

AAL

American Airlines

$30.60

-0.83 (-2.64%)

BA

Boeing

$362.15

-10.54 (-2.83%)

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UBER

Uber

$0.00

(0.00%)

12:27
03/24/19
03/24
12:27
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12:27
Periodicals
Uber to announce $3.1B deal to buy Careem, Bloomberg says »

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RDUS

Radius Health

$18.92

-0.39 (-2.02%)

12:17
03/24/19
03/24
12:17
03/24/19
12:17
Hot Stocks
Radius presents analysis from Phase 3 ACTIVE trial, data from TYMLOS studies »

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IIPR

Innovative Industrial Properties

$90.00

-0.175 (-0.19%)

13:09
03/23/19
03/23
13:09
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Periodicals
Innovative Industrial Properties flying high, Barron's says »

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CAT

Caterpillar

$129.80

-4.1 (-3.06%)

13:05
03/23/19
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13:05
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Periodicals
Investors missing how far Caterpillar dug into costs, Barron's says »

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MO

Altria Group

$55.90

-0.23 (-0.41%)

12:59
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E-cigarettes not helping people quit smoking, Barron's says »

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MAN

Manpower

$80.83

-5.02 (-5.85%)

, SABR

Sabre

$21.02

-0.62 (-2.87%)

12:51
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When it comes to…

MAN

Manpower

$80.83

-5.02 (-5.85%)

SABR

Sabre

$21.02

-0.62 (-2.87%)

WBS

Webster Financial

$48.90

-3.03 (-5.83%)

NATI

National Instruments

$44.16

-1.28 (-2.82%)

JCOM

j2 Global

$84.63

-1.95 (-2.25%)

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MSFT

Microsoft

$117.05

-3.6 (-2.98%)

, GME

GameStop

$10.57

0.03 (0.28%)

12:47
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03/23
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03/23/19
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Gaming meets the cloud as investors scramble to catch up, Barron's says »

The cloud will eventually…

MSFT

Microsoft

$117.05

-3.6 (-2.98%)

GME

GameStop

$10.57

0.03 (0.28%)

AMD

AMD

$26.43

-1.47 (-5.27%)

SNE

Sony

$42.09

-1.915 (-4.35%)

GOOGL

Alphabet Class A

$1,206.00

-30.38 (-2.46%)

GOOG

Alphabet

$1,204.85

-26.86 (-2.18%)

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    Oct

LYFT

Lyft

$0.00

(0.00%)

12:42
03/23/19
03/23
12:42
03/23/19
12:42
Periodicals
Investors should avoid booking ride when Lyft goes public, Barron's says »

Lyft will soon be going…

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DIS

Disney

$108.30

-0.36 (-0.33%)

, AAPL

Apple

$191.11

-3.96 (-2.03%)

12:38
03/23/19
03/23
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12:38
Periodicals
Streaming revolution too complicated, Barron's says »

The streaming revolution…

DIS

Disney

$108.30

-0.36 (-0.33%)

AAPL

Apple

$191.11

-3.96 (-2.03%)

CMCSK

Comcast

$0.00

(0.00%)

CMCSA

Comcast

$39.56

-0.49 (-1.22%)

03/08/13
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FB

Facebook

$164.25

-1.83 (-1.10%)

, GOOG

Alphabet

$1,204.85

-26.86 (-2.18%)

08:18
03/23/19
03/23
08:18
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08:18
On The Fly
Week in review: How Trump's policies moved stocks »

Catch up on the top…

FB

Facebook

$164.25

-1.83 (-1.10%)

GOOG

Alphabet

$1,204.85

-26.86 (-2.18%)

GOOGL

Alphabet Class A

$1,206.00

-30.38 (-2.46%)

TWTR

Twitter

$32.98

0.37 (1.13%)

GM

General Motors

$36.51

-0.84 (-2.25%)

AMD

AMD

$26.43

-1.47 (-5.27%)

INTC

Intel

$53.20

-1.41 (-2.58%)

MRVL

Marvell

$19.69

-1.11 (-5.34%)

MCHP

Microchip

$85.50

-1.83 (-2.10%)

MU

Micron

$41.68

-2.32 (-5.27%)

NVDA

Nvidia

$177.40

-6.52 (-3.55%)

QCOM

Qualcomm

$56.71

-1.05 (-1.82%)

TXN

Texas Instruments

$109.51

-2.68 (-2.39%)

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21:30
03/22/19
03/22
21:30
03/22/19
21:30
General news
Breaking General news story  »

Chicago Federal Reserve…

21:15
03/22/19
03/22
21:15
03/22/19
21:15
General news
Breaking General news story  »

Atlanta Federal Reserve…

PLNT

Planet Fitness

$66.76

-0.825 (-1.22%)

18:44
03/22/19
03/22
18:44
03/22/19
18:44
Hot Stocks
Planet Fitness CEO: We have a streamlined business model »

In an interview on…

03/08/13
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IRDM

Iridium

$26.40

-0.38 (-1.42%)

18:22
03/22/19
03/22
18:22
03/22/19
18:22
Hot Stocks
Iridium CEO: We've doubled our bottom line over the past eight years »

In an interview on…

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  • 28

    Mar

DJX

Dow Jones Industrial Average

$0.00

(0.00%)

, SPX

S&P 500

$0.00

(0.00%)

18:05
03/22/19
03/22
18:05
03/22/19
18:05
General news
Sen. Sanders calls on White House to make Mueller report public »

U.S. Senator and…

DJX

Dow Jones Industrial Average

$0.00

(0.00%)

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$279.37

-5.26 (-1.85%)

03/08/13
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IDTI

Integrated Device

$47.80

-0.04 (-0.08%)

, RNECY

Renesas

$0.00

(0.00%)

18:02
03/22/19
03/22
18:02
03/22/19
18:02
Hot Stocks
Integrated Device, Renesas receive final approval for merger »

Renesas Electronics…

IDTI

Integrated Device

$47.80

-0.04 (-0.08%)

RNECY

Renesas

$0.00

(0.00%)

03/08/13
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