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CHKP

Check Point

$129.57

-0.47 (-0.36%)

, GOOG

Alphabet

$1,235.76

8.7 (0.71%)

09:04
04/18/19
04/18
09:04
04/18/19
09:04

Check Point reports CloudGuard integration with Google Cloud SCC

Check Point (CHKP) announced an integration with Google Cloud Security Command Center (GOOGL) that allows customers to review critical findings from continuous compliance assessments generated by the Check Point CloudGuard Dome9 Compliance Engine. "The integration between the CloudGuard Dome9 platform and the Google Cloud SCC enables customers to analyze and respond to security events, assess compliance posture of projects, identify risks and gaps, perform in-place remediation, enforce compliance requirements and verify compliance in audits directly from the Google Cloud SCC," the company said.

CHKP

Check Point

$129.57

-0.47 (-0.36%)

GOOG

Alphabet

$1,235.76

8.7 (0.71%)

GOOGL

Alphabet Class A

$1,240.35

8.44 (0.69%)

  • 18

    Apr

  • 29

    Apr

  • 29

    Apr

  • 14

    May

  • 27

    Oct

CHKP Check Point
$129.57

-0.47 (-0.36%)

03/26/19
MZHO
03/26/19
INITIATION
MZHO
Mizuho initiates security software with top picks Palo Alto, CyberArk, Rapid7
Mizuho analyst Gregg Moskowitz initiated coverage of nine Security Software companies. In his industry update note, titled "Welcome to the New Age of Software - Part II," he noted that "macro concerns remain very prevalent and 4Q tech fundamentals were uneven," but added that he expects "security companies will navigate these issues well, due in part to the fact that cybersecurity consistently ranks at or near the top of IT spending priorities by CIOs." The analyst concluded that "while hardly immune, we would expect security spend to be relatively resilient." Moskowitz noted that global security revenue is currently well in excess of $40B, and growing at a roughly high-single digit CAGR. However, Moskowitz also noted that the security market is very fragmented and contains many sub-segments. He sees four security themes that he believes will become increasingly important, and should help to underpin healthy growth in the sector in the coming years -- Zero Trust, Identity Management, Next-gen Endpoint, and Machine Learning/Automation. The analyst expects to see "generally similar levels of security M&A activity in 2019," although he noted that one variable that could cause this to skew higher would be a large security vendor takeout, which is a historical rarity. Moskowitz initiated three stocks with Buy ratings -- Palo Alto Networks (PANW), CyberArk Software (CYBR), and Rapid7 (RPD) -- and six stocks with Neutral ratings -- Check Point Software (CHKP), FireEye (FEYE), Fortinet (FTNT), Okta (OKTA), Proofpoint (PFPT), and Symantec (SYMC).
04/12/19
OTRG
04/12/19
UPGRADE
OTRG
Positive
Check Point upgraded to Positive from Mixed at OTR Global
OTR Global upgraded Check Point to Positive from Mixed following checks that indicate Q1 exceeded plan in North American due to existing customer expansions, brand strength, and new customer acquisitions.
04/15/19
DBAB
04/15/19
NO CHANGE
Target $125
DBAB
Hold
Check Point price target raised to $125 from $110 at Deutsche Bank
Deutsche Bank analyst Karl Keirstead raised his price target for Check Point Software to $125 from $110 following recent channel checks and keeps a Hold rating on the shares. The analyst summarizes Check Point's fundamental outlook as "status quo," and says investor sentiment has improved due to easier year-over-year compares and the year-to-date rally across the Software space.
04/15/19
OPCO
04/15/19
NO CHANGE
Target $145
OPCO
Outperform
Check Point price target raised to $145 from $130 at Oppenheimer
Oppenheimer analyst Shaul Eyal raised his price target for Check Point to $145 from $130 ahead of Q1 results. The analyst says his checks with 21 VARs across the U.S. and Europe indicate consistent execution and stabilizing trends should enable the company to meet or slightly exceed consensus revenue estimate, steady regional performance driven by ongoing traction of its mid/high-end appliances provides further support, and infinity continuing to be the focal product aimed at helping customers to do more with fewer resources. Further, Eyal points out that cloud continues to garner greater mindshare via CloudGuard/Dome9, easier year over year comps still provide a decent set-up, and Check Point's momentum seems supported by a still healthy IT spending environment. He reiterates an Outperform rating on the shares.
GOOG Alphabet
$1,235.76

8.7 (0.71%)

04/10/19
WBLR
04/10/19
NO CHANGE
WBLR
MongoDB partnership with Google a positive development, says William Blair
Google (GOOG, GOOGL) announced yesterday at its annual Cloud Next developer conference a slew of partnerships with open source database and analytics vendors, including MongoDB (MDB), William Blair analyst Jason Ader tells investors in a research note. Instead of competing with these vendors, like its main rival Amazon Web Services (AMZN) has generally chosen to do, Google is deepening integrations with these open source solutions in an effort to simplify customer adoption of them through the Google Cloud Platform, says Ader. He believes that although Google Cloud Platform is a "distant third" in market share to AWS and Microsoft's (MSFT) Azure, the news is a positive development for MongoDB "that could begin to bring more attention to and turn the tide against open source strip mining." Ader reiterates an Outperform rating on MongoDB shares.
04/11/19
COWN
04/11/19
NO CHANGE
Target $1420
COWN
Outperform
Alphabet price target raised to $1,420 from $1,390 at Cowen
Cowen analyst John Blackledge maintained an Outperform rating on Alphabet and lifted his price target to $1,420 from $1,390 ahead of the company's Q1 results on April 29. In a research note to investors, Blackledge says he estimates a slight reported topline growth deceleration for Q1 vs. last year and further core Google operating margin compression. He sees shares likely rising off the print with a small revenue beat and margin upside from faster TAC cost deceleration and possibly lower than expected R&D costs.
04/16/19
OTRG
04/16/19
NO CHANGE
OTRG
Checks point to strong start to 2019 for Google search, YouTube, says OTR Global
OTR Global said its checks with 34 sources at full-service and digital advertising agencies pointed to strong spending fundamentals at Alphabet's Google search and YouTube in the early going of the year.
04/18/19
MSCO
04/18/19
NO CHANGE
MSCO
Overweight
Morgan Stanley prefers Seagate over Western Digital as cloud capex recovery play
Morgan Stanley analyst Katy Huberty said her industry conversations have increased her confidence in a cloud recovery in the second half. Her checks suggest orders from Microsoft (MSFT) will restart in Q2 and rise to above trend levels in Q3 while orders from Amazon (AMZN), Google (GOOGL), Facebook (FB) and Apple (AAPL) are expected to return in Q3. Given this context, Huberty said she prefers Seagate (STX) over Western Digital (WDC) as a play on a cloud capital expenditure recovery, noting that inventory levels position hard disk drives to benefit before NAND, that HDD pricing is structurally better positioned than NAND and her view that Seagate has a better HDD product portfolio to meet cloud demand in the second half of 2019 and first half of 2020. Huberty has an Overweight rating on Seagate and the firm has an Equal Weight rating on Western Digital, which is covered by analyst Joseph Moore.
GOOGL Alphabet Class A
$1,240.35

8.44 (0.69%)

TODAY'S FREE FLY STORIES

09:00
12/10/19
12/10
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09:00
General news
U.S. equities are firmer »

U.S. equities are firmer,…

SLB

Schlumberger

$37.16

0.28 (0.76%)

08:59
12/10/19
12/10
08:59
12/10/19
08:59
Hot Stocks
Schlumberger appoints Stephane Biguet as CFO, effective January 22 »

Schlumberger announced…

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CRAI

CRA International

$52.40

-0.08 (-0.15%)

08:57
12/10/19
12/10
08:57
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08:57
Conference/Events
CRA International management to meet with Barrington »

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  • 11

    Dec

DHR

Danaher

$147.51

-0.66 (-0.45%)

, PCG

PG&E

$11.05

1.4 (14.51%)

08:55
12/10/19
12/10
08:55
12/10/19
08:55
Options
Notable open interest changes for December 10th »

Monday's total…

DHR

Danaher

$147.51

-0.66 (-0.45%)

PCG

PG&E

$11.05

1.4 (14.51%)

AAPL

Apple

$266.93

-3.75 (-1.39%)

AMD

AMD

$38.91

-0.7 (-1.77%)

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  • 12

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08:55
12/10/19
12/10
08:55
12/10/19
08:55
General news
The U.S. productivity report »

The U.S. productivity…

MDB

MongoDB

$131.03

-0.19 (-0.14%)

08:54
12/10/19
12/10
08:54
12/10/19
08:54
Recommendations
MongoDB analyst commentary  »

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  • 10

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AMZN

Amazon.com

$1,749.61

-1.18 (-0.07%)

, TGT

Target

$126.43

1.4 (1.12%)

08:54
12/10/19
12/10
08:54
12/10/19
08:54
Recommendations
Amazon.com, Target, Walmart analyst commentary  »

Amazon one-day offerings…

AMZN

Amazon.com

$1,749.61

-1.18 (-0.07%)

TGT

Target

$126.43

1.4 (1.12%)

WMT

Walmart

$119.34

-0.43 (-0.36%)

03/08/13
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CFRX

ContraFect

$0.30

-0.038 (-11.41%)

08:50
12/10/19
12/10
08:50
12/10/19
08:50
Syndicate
ContraFect 37.15M share Spot Secondary priced at 27c »

acted as sole book…

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08:50
12/10/19
12/10
08:50
12/10/19
08:50
General news
U.S. Q3 productivity was revised up to a -0.2% rate »

U.S. Q3 productivity was…

08:50
12/10/19
12/10
08:50
12/10/19
08:50
General news
FX Action: The dollar »

FX Action: The dollar…

ROAD

Construction Partners

$20.56

0.66 (3.32%)

08:49
12/10/19
12/10
08:49
12/10/19
08:49
Recommendations
Construction Partners analyst commentary  »

Construction Partners…

03/08/13
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  • 10

    Dec

OPRX

OptimizeRx

$10.35

1.26 (13.86%)

08:48
12/10/19
12/10
08:48
12/10/19
08:48
Recommendations
OptimizeRx analyst commentary  »

OptimizeRx named a top…

03/08/13
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  • 10

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KALV

KalVista

$15.28

0.92 (6.41%)

08:48
12/10/19
12/10
08:48
12/10/19
08:48
Recommendations
KalVista analyst commentary  »

KalVista price target…

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CONN

Conn's

$20.51

1.08 (5.56%)

08:47
12/10/19
12/10
08:47
12/10/19
08:47
Conference/Events
Conn's management to meet with Oppenheimer »

Dinner Meeting to be held…

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  • 10

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    Dec

QSR

Restaurant Brands

$66.00

0.155 (0.24%)

, DNKN

Dunkin' Brands

$76.23

-0.39 (-0.51%)

08:47
12/10/19
12/10
08:47
12/10/19
08:47
Recommendations
Restaurant Brands, Dunkin' Brands, Del Taco, Noodles & Company analyst commentary  »

Burger King, Dunkin, Del…

QSR

Restaurant Brands

$66.00

0.155 (0.24%)

DNKN

Dunkin' Brands

$76.23

-0.39 (-0.51%)

TACO

Del Taco

$7.38

0.1 (1.37%)

NDLS

Noodles & Company

$5.80

(0.00%)

03/08/13
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03/06/13
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CHDN

Churchill Downs

$131.32

-0.1 (-0.08%)

08:46
12/10/19
12/10
08:46
12/10/19
08:46
Conference/Events
Churchill Downs management to meet with Jefferies »

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  • 11

    Dec

CNST

Constellation Pharmaceuticals

$36.15

-7.95 (-18.03%)

08:45
12/10/19
12/10
08:45
12/10/19
08:45
Recommendations
Constellation Pharmaceuticals analyst commentary  »

Constellation…

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  • 11

    Dec

GME

GameStop

$6.32

-0.34 (-5.11%)

, NVAX

Novavax

$4.16

-0.18 (-4.15%)

08:45
12/10/19
12/10
08:45
12/10/19
08:45
Options
Largest borrow rate increases among liquid names »

Latest data shows the…

GME

GameStop

$6.32

-0.34 (-5.11%)

NVAX

Novavax

$4.16

-0.18 (-4.15%)

CRWD

Crowdstrike

$49.00

-1.89 (-3.71%)

BBBY

Bed Bath & Beyond

$15.42

0.65 (4.40%)

CGC

Canopy Growth

$21.26

2.61 (13.99%)

HEXO

Hexo

$2.29

0.195 (9.31%)

OSTK

Overstock.com

$7.19

-0.17 (-2.31%)

SVXY

ProShares Short VIX Short-Term Futures

$60.81

-1.61 (-2.58%)

TQQQ

ProShares UltraPro QQQ

$76.38

-0.96 (-1.24%)

PAGP

Plains GP Holdings

$17.61

0.25 (1.44%)

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

Beacon Roofing

$28.96

-0.13 (-0.45%)

08:43
12/10/19
12/10
08:43
12/10/19
08:43
Conference/Events
Beacon Roofing management to meet with Seaport Global »

Meeting to be held in New…

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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  • 11

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DY

Dycom

$46.37

-4.565 (-8.96%)

08:42
12/10/19
12/10
08:42
12/10/19
08:42
Recommendations
Dycom analyst commentary  »

Dycom selloff after note…

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  • 11

    Dec

THO

Thor Industries

$64.28

-3.485 (-5.14%)

08:41
12/10/19
12/10
08:41
12/10/19
08:41
Recommendations
Thor Industries analyst commentary  »

Thor Industries price…

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  • 13

    Dec

NWE

NorthWestern

$71.27

-0.57 (-0.79%)

08:41
12/10/19
12/10
08:41
12/10/19
08:41
Earnings
NorthWestern backs FY19 adjusted EPS view $3.38-$3.48, consensus $3.42 »

Sees FY20 adjusted EPS…

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  • 11

    Dec

SPY

SPDR S&P 500 ETF Trust

$313.89

-0.93 (-0.30%)

, SPX

S&P 500

$0.00

(0.00%)

08:40
12/10/19
12/10
08:40
12/10/19
08:40
Periodicals
U.S. and China negotiators planning for delay of Dec. 15 tariffs, WSJ says »

U.S. and Chinese trade…

SPY

SPDR S&P 500 ETF Trust

$313.89

-0.93 (-0.30%)

SPX

S&P 500

$0.00

(0.00%)

03/08/13
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03/06/13
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08:40
12/10/19
12/10
08:40
12/10/19
08:40
General news
Breaking General news story  »

Week of 12/7 Redbook to…

08:40
12/10/19
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General news
Breaking General news story  »

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