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MSFT

Microsoft

$128.03

-0.97 (-0.75%)

06:23
05/20/19
05/20
06:23
05/20/19
06:23

Microsoft's Azure adoption proceeding well, says UBS

UBS analyst Jennifer Lowe kept her Buy rating and $150 price target on Microsoft after meeting with its Investor Relations executives last week, saying the discussions affirmed her view that adoption of the company's Azure is going well. The analyst expects Microsoft's margins to "work higher", adding that she is also positive on the company's growth prospects around Office 365 and cloud gaming. Lowe expects Microsoft to hold its current enterpise value to free cash flow multiple amid underlying growth in spite of the company investing more in its growth initiatives.

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  • 06

    Aug

MSFT Microsoft
$128.03

-0.97 (-0.75%)

05/03/19
WBLR
05/03/19
NO CHANGE
WBLR
Outperform
Arista Networks earnings selloff a buying opportunity, says William Blair
William Blair analyst Jason Ader views the sharp pullback today in shares of Arista Networks (ANET) post the company's Q1 results as a buying opportunity. The delivered "solid" Q1 results, which were overshadowed by lighter revenue guidance for Q2 compared with consensus, Ader tells investors in a research note. Management specifically called out one major cloud titan, which the analyst speculates to be Microsoft (MSFT), unexpectedly putting most orders on hold in the second quarter. However, end-demand and Arista's competitive position remain strong in the cloud vertical, which bodes well for a snap-back in the second half of 2019, says Ader. He keeps an Outperform rating on Arista Networks shares.
05/13/19
WELS
05/13/19
NO CHANGE
WELS
Outperform
More rational competitive pricing environment benefiting Microsoft Azure, says Wells Fargo
Wells Fargo analyst Phil Winslow attended Microsoft's Build developer conference and met with senior finance executives from Microsoft's Cloud and AI, Windows, Business Apps, Worldwide Commercial Business, Xbox, and Office organizations at the company's Redmond headquarters, which reinforced his belief that the competitive pricing environment in the cloud has been more rational than 2-3 years ago. The analyst expects this to continue to benefit not only Azure revenue growth but also gross margin and capital spending ratios. Furthermore, although revenue growth for on-premise server products delivered in the recent quarter is likely at peak levels, Microsoft's executives expressed confidence in the forward demand for hybrid offerings-benefiting its business both in the cloud and on-premise, he adds. The analyst reiterates an Outperform rating on the shares.
05/17/19
BARD
05/17/19
NO CHANGE
BARD
Sony, Microsoft JV a 'surprsing turn' in 'battle for living room,' says Baird
Baird analyst Colin Sebastian said he views the joint venture pact between competitors Microsoft (MSFT) and Sony (SNE) on cloud-based gaming services as both "surprising" and a validation of the emerging market for streaming. The two companies clearly view video games as strategically important enough to put aside their intense competition and see Google (GOOGL) as a legitimate competitor and the Stadia streaming platform as a credible threat, said Sebastian, who added that he does not believe this means Sony and Microsoft will forego their separate console hardware platforms. He also believes that video game developers and publishers should benefit from the intensifying battle among platform companies for share of the game market and the "living room audience." Publicly traded game makers include Activision Blizzard (ATVI), Electronic Arts (EA) and Take-Two (TTWO).
05/17/19
CHLM
05/17/19
DOWNGRADE
CHLM
Hold
Craig-Hallum downgrades Cray to Hold, but says bidding war possible
Craig-Hallum analyst Chad Bennett downgrade Cray (CRAY) to Hold from Buy after the company announced a deal to be acquired by HP Enterprise (HPE) for $35 per share, but he added that he thinks a bidding war is possible since he doesn't believe the stock buyout price "has even begun to value" Cray's proprietary interconnect technology and its modular software stack for next generation AI/ML workloads. He believes there could be a number of interested parties in Cray including Microsoft (MSFT), Dell (DELL), Intel (INTC), Google (GOOG), Amazon (AMZN) and potentially IBM (IBM).

TODAY'S FREE FLY STORIES

13:55
06/24/19
06/24
13:55
06/24/19
13:55
General news
Fed funds futures are firmer with Treasuries »

Fed funds futures are…

KPTI

Karyopharm

$6.30

-0.13 (-2.02%)

13:50
06/24/19
06/24
13:50
06/24/19
13:50
Options
Bullish call spread opened in Karyopharm Therapeutics »

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  • 06

    Jul

FDS

FactSet

$293.78

-4.31 (-1.45%)

, LEN

Lennar

$51.67

0.35 (0.68%)

13:46
06/24/19
06/24
13:46
06/24/19
13:46
Earnings
Notable companies reporting before tomorrow's open »

Notable companies…

FDS

FactSet

$293.78

-4.31 (-1.45%)

LEN

Lennar

$51.67

0.35 (0.68%)

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    Jun

SPOT

Spotify

$149.91

1.74 (1.17%)

, AAPL

Apple

$199.07

0.3 (0.15%)

13:46
06/24/19
06/24
13:46
06/24/19
13:46
On The Fly
Analyst says sell Spotify on publisher rates risk, competition »

Evercore ISI analyst…

SPOT

Spotify

$149.91

1.74 (1.17%)

AAPL

Apple

$199.07

0.3 (0.15%)

03/08/13
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03/06/13
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  • 24

    Jun

STNG

Scorpio Tankers

$26.23

0.18 (0.69%)

13:45
06/24/19
06/24
13:45
06/24/19
13:45
Conference/Events
Scorpio Tankers management to meet with Jefferies »

Meeting to be held in…

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  • 25

    Jun

AG

First Majestic

$7.77

0.31 (4.16%)

13:45
06/24/19
06/24
13:45
06/24/19
13:45
Options
First Majestic call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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CHRS

Coherus Biosciences

$21.23

-0.51 (-2.35%)

13:43
06/24/19
06/24
13:43
06/24/19
13:43
Conference/Events
Coherus Biosciences management to meet with Jefferies »

Meetings to be held in…

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  • 25

    Jun

MDEVF

Melco International

$0.00

(0.00%)

, MLCO

Melco Resorts & Entertainment

$21.41

-0.21 (-0.97%)

13:40
06/24/19
06/24
13:40
06/24/19
13:40
Recommendations
Melco International, Melco Resorts & Entertainment analyst commentary  »

Melco International could…

MDEVF

Melco International

$0.00

(0.00%)

MLCO

Melco Resorts & Entertainment

$21.41

-0.21 (-0.97%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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WMB

Williams

$27.24

-0.45 (-1.63%)

13:35
06/24/19
06/24
13:35
06/24/19
13:35
Options
Williams put volume heavy and directionally bearish »

Bearish flow noted in…

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

Tiziana Therapeutics

$8.50

(0.00%)

13:32
06/24/19
06/24
13:32
06/24/19
13:32
Hot Stocks
Tiziana says newly published article supports oral monoclonal antibody platform »

Tiziana Life Sciences…

03/08/13
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NTES

NetEase

$262.82

0.42 (0.16%)

13:25
06/24/19
06/24
13:25
06/24/19
13:25
Options
NetEase call volume above normal and directionally bullish »

Bullish option flow…

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03/08/13
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03/06/13
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AAPL

Apple

$199.18

0.41 (0.21%)

13:21
06/24/19
06/24
13:21
06/24/19
13:21
Periodicals
Apple rolls out fifth iOS 12.4 beta ahead of Apple Card launch, 9to5Mac says »

Apple is rolling out the…

03/08/13
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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

13:17
06/24/19
06/24
13:17
06/24/19
13:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

03/08/13
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03/08/13
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AFMD

Affimed N.V.

$2.97

-0.45 (-13.16%)

13:16
06/24/19
06/24
13:16
06/24/19
13:16
Hot Stocks
Affimed falls 13% after announcing clinical update on AFM13 in CD30 lymphomas »

Earlier today, Affimed…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

13:16
06/24/19
06/24
13:16
06/24/19
13:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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

Insight Enterprises

$56.89

0.7 (1.25%)

, PCMI

PCM, Inc.

$34.67

10.315 (42.36%)

13:13
06/24/19
06/24
13:13
06/24/19
13:13
Recommendations
Insight Enterprises, PCM, Inc. analyst commentary at Stifel »

Insight Enterprises price…

NSIT

Insight Enterprises

$56.89

0.7 (1.25%)

PCMI

PCM, Inc.

$34.67

10.315 (42.36%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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  • 24

    Jun

NBL

Noble Energy

$21.32

-0.24 (-1.11%)

, OXY

Occidental Petroleum

$50.09

-0.53 (-1.05%)

13:07
06/24/19
06/24
13:07
06/24/19
13:07
Periodicals
U.S. natural gas prices plummet in June, Forbes says »

According to Jude…

NBL

Noble Energy

$21.32

-0.24 (-1.11%)

OXY

Occidental Petroleum

$50.09

-0.53 (-1.05%)

EOG

EOG Resources

$90.84

-1.57 (-1.70%)

DVN

Devon Energy

$27.93

-0.31 (-1.10%)

APA

Apache

$29.14

-0.52 (-1.75%)

CHK

Chesapeake

$1.89

-0.055 (-2.83%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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D

Dominion

$79.35

1.01 (1.29%)

13:05
06/24/19
06/24
13:05
06/24/19
13:05
Options
Dominion call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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03/08/13
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ARDS

Aridis Pharmaceuticals

$9.65

-0.55 (-5.39%)

13:04
06/24/19
06/24
13:04
06/24/19
13:04
Hot Stocks
Aridis' treatment of lung infections in CF patients granted orphan designation »

Aridis…

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ELF

e.l.f. Beauty

$13.37

0.3 (2.30%)

, COTY

Coty

$13.09

-0.12 (-0.91%)

13:02
06/24/19
06/24
13:02
06/24/19
13:02
On The Fly
Ulta, Sally Beauty slide after Amazon announces Professional Beauty Store »

Shares of Ulta Beauty…

ELF

e.l.f. Beauty

$13.37

0.3 (2.30%)

COTY

Coty

$13.09

-0.12 (-0.91%)

REV

Revlon

$21.48

-0.65 (-2.94%)

EL

Estee Lauder

$183.51

2.21 (1.22%)

AMZN

Amazon.com

$1,907.03

-3.39 (-0.18%)

SBH

Sally Beauty

$12.83

-1.96 (-13.25%)

ULTA

Ulta Beauty

$342.74

-13.03 (-3.66%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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    Aug

MCRB

Seres Therapeutics

$2.99

0.31 (11.57%)

, PSEC

Prospect Capital

$6.62

0.02 (0.30%)

13:01
06/24/19
06/24
13:01
06/24/19
13:01
On The Fly
Fly Insider: Seres, Tiffany among week's notable insider transactions »

Welcome to "Fly Insider,"…

MCRB

Seres Therapeutics

$2.99

0.31 (11.57%)

PSEC

Prospect Capital

$6.62

0.02 (0.30%)

SGMS

Scientific Games

$18.30

-0.69 (-3.63%)

FCNCA

First Citizens

$437.76

2.47 (0.57%)

PBF

PBF Energy

$27.64

-0.825 (-2.90%)

GIII

G-III Apparel

$27.96

0.04 (0.14%)

TIF

Tiffany

$92.98

-0.66 (-0.70%)

NVDA

Nvidia

$153.37

1.63 (1.07%)

ZAYO

Zayo Group

$33.00

-0.04 (-0.12%)

WRB

W. R. Berkley

$67.11

0.23 (0.34%)

ZBRA

Zebra Technologies

$201.50

1.35 (0.67%)

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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  • 09

    Jul

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    Aug

BCOM

B Communications Ltd.

$1.90

0.05 (2.70%)

12:59
06/24/19
06/24
12:59
06/24/19
12:59
Hot Stocks
B Communications Ltd. says board approves Searchlight transaction »

B Communications Ltd.…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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ANTM

Anthem

$288.53

-5 (-1.70%)

12:55
06/24/19
06/24
12:55
06/24/19
12:55
Options
Anthem put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 25

    Jun

MNK

Mallinckrodt

$8.57

-0.39 (-4.35%)

12:40
06/24/19
06/24
12:40
06/24/19
12:40
Options
Mallinckrodt call block opens $5M long-dated position 110% above spot »

Mallinckrodt call block…

03/08/13
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03/06/13
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03/06/13
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  • 25

    Jun

BZUN

Baozun

$48.07

-1.33 (-2.69%)

12:35
06/24/19
06/24
12:35
06/24/19
12:35
Options
Baozun put volume heavy and directionally bearish »

Bearish flow noted in…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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