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ADSK

Autodesk

$163.71

0.57 (0.35%)

, NEWR

New Relic

$96.38

1.08 (1.13%)

04:55
06/13/19
06/13
04:55
06/13/19
04:55

Oppenheimer to hold a bus tour

Software & Semiconductor Bus Tour travels throughout San Francisco and the Silicon Valley on June 10-13.

ADSK

Autodesk

$163.71

0.57 (0.35%)

NEWR

New Relic

$96.38

1.08 (1.13%)

OKTA

Okta

$129.61

2.23 (1.75%)

TWLO

Twilio

$143.07

2.45 (1.74%)

TEAM

Atlassian

$128.79

-0.1 (-0.08%)

CRM

Salesforce

$151.28

1.16 (0.77%)

NXPI

NXP Semiconductors

$93.72

-1.77 (-1.85%)

AMD

AMD

$32.18

-0.22 (-0.68%)

MPWR

Monolithic Power

$127.50

-3.64 (-2.78%)

INTC

Intel

$46.34

-0.52 (-1.11%)

MXIM

Maxim Integrated

$57.10

-0.95 (-1.64%)

NTNX

Nutanix

$27.47

-0.35 (-1.26%)

NOW

ServiceNow

$267.76

1.44 (0.54%)

VMW

VMware

$175.70

0.71 (0.41%)

SAP

SAP

$128.34

-0.07 (-0.05%)

WDAY

Workday

$209.44

4.08 (1.99%)

FEYE

FireEye

$14.51

0.08 (0.55%)

COUP

Coupa Software

$119.29

0.56 (0.47%)

ZM

Zoom Video

$102.79

8.01 (8.45%)

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ADSK Autodesk
$163.71

0.57 (0.35%)

05/21/19
RBCM
05/21/19
NO CHANGE
Target $200
RBCM
Outperform
Autodesk Q1 to mark strong start to FY20, says RBC Capital
RBC Capital analyst Matthew Hedberg kept his Outperform rating and $200 price target on Autodesk ahead of its Q1 results. The analyst cites the "positive" findings of his survey of the company's channel partners, saying 87% of respondents indicated that the quarter tracked "in line with or above plan" and 90% believed that the company's economic trends were "neutral to positive". Hedberg further states that Autodesk's most recent Analyst Day reflected the company's "encouraging" growth opportunity and resilience to macro headwinds.
04/12/19
04/12/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Redfin (RDFN) initiated with an Outperform at Wedbush. 2. Autodesk (ADSK) initiated with a Buy at Mizuho. 3. Upwork (UPWK) initiated with a Buy at BTIG. 4. Otter Tail (OTTR) initiated with a Buy at Maxim. 5. Disney (DIS) reinstated with an Overweight at JPMorgan. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
05/24/19
FBCO
05/24/19
NO CHANGE
Target $188
FBCO
Outperform
Autodesk after-hours stock decline may be 'outsized,' says Credit Suisse
Credit Suisse analyst Brad Zelnick maintains an Outperform rating and $188 price target on Autodesk following the company's softer than expected Q1 results, with subscription revenues and operating margin below consensus. In a research note to investors, Zelnick says he thinks the 9% stock drop after-hours may be "outsized," and thinks the long-term growth opportunity remains unchanged.
05/24/19
MUFG
05/24/19
NO CHANGE
Target $91
MUFG
Underweight
Autodesk Q1 results did not ease concerns, says MUFG
MUFG analyst Stephen Bersey says Autodesk's Q1 results did little to assuage his longer-term growth concerns for the company. An "entrenched" maintenance base and "sizable" piracy contingent are symptomatic of Autodesk's "tepid" research and development spend and "poor" organic innovation track record, Bersey tells investors in a post-earnings note. The analyst raised his price target for the shares to $94 from $91 to reflect the re-rating of the software sector but keeps an Underweight rating on Autodesk.
NEWR New Relic
$96.38

1.08 (1.13%)

06/07/19
GSCO
06/07/19
INITIATION
Target $83
GSCO
Sell
New Relic initiated with a Sell at Goldman Sachs
Goldman Sachs analyst Christopher Merwin started New Relic with a Sell rating and $83 price target.
05/15/19
DADA
05/15/19
NO CHANGE
Target $125
DADA
Buy
DA Davidson sees New Relic reinvestment into growth runway as right move
DA Davidson analyst Rishi Jaluria kept his Buy rating and $125 price target on New Relic after its "strong" beat-and-raise Q4 results. The analyst says the stock price sold off in the aftermarket session on below-consensus FY20 margin guidance, but sees the company's strategy to reinvest the upside from the quarter into its growth runway as the "right moves" given the company's market opportunity in the "ongoing trend of digital transformation." Jaluria lowers his FY20 EPS view to 56c from 76c but also points to the valuation discount on the stock at 8-times enterprise value to expected 2020 revenue relative to its peers.
02/07/19
DADA
02/07/19
NO CHANGE
Target $125
DADA
Buy
New Relic price target raised to $125 from $105 at DA Davidson
DA Davidson analyst Rishi Jaluria raised his price target on New Relic to $125 and kept his Buy rating after its strong Q3 results driven by the "upside in revenue per paid business account" of over $29K - above the consensus of $27.8K. The analyst adds that the company's cross-selling efforts remained strong and maintains his view of New Relic as one of "prime beneficiaries of the ongoing trend of digital transformation".
02/27/19
WEDB
02/27/19
NO CHANGE
Target $124
WEDB
Outperform
New Relic added to Best Ideas List at Wedbush
Wedbush analyst Steve Koenig added New Relic to his firm's Best Ideas List, saying he is bullish on it based on growing enterprise penetration and a promising setup heading into FY20/March. Per his proprietary analysis, New Relic has now penetrated over 50% of the Fortune 100 and is increasing its lead in the cloud, putting it in a good position to claim overall leadership in the application performance management market as application development shifts to the cloud. The analyst expects continued upward revisions to consensus estimates throughout FY20. Koenig reiterates an Outperform rating and $124 price target on the shares.
OKTA Okta
$129.61

2.23 (1.75%)

05/31/19
RHCO
05/31/19
NO CHANGE
Target $110
RHCO
Hold
Okta price target raised to $110 from $90 at SunTrust
SunTrust analyst Terry Tillman raised his price target on Okta to $110 after its Q1 earnings beat and above-consensus outlook for Q2. The analyst points to the company's "new product innovation, growing enterprise traction and channel growth" driving the upside in the quarter amid strong demand trends for new products, including its recently launched Advanced Server Access that exceeded the management's expectations. Tillman also keeps his Hold rating on Okta stock, citing risk-reward in its valuation.
05/31/19
OPCO
05/31/19
NO CHANGE
Target $115
OPCO
Outperform
Okta price target raised to $115 from $90 at Oppenheimer
Oppenheimer analyst Shaul Eyal raised his price target for Okta to $115 from $90 and maintained an Outperform rating following the company's Q1 results, telling investors in a research note that he is confident that, driven by strong industry tailwinds, Okta can prolong its momentum over the next few quarters and support its long-term revenue growth of more than 30% by fiscal 2024.
05/31/19
NEED
05/31/19
NO CHANGE
Target $137
NEED
Buy
Okta price target raised to $137 from $105 at Needham
Needham analyst Alex Henderson raised his price target on Okta to $137 and kept his Buy rating after its Q1 earnings beat and above-consensus Q2 guidance. The analyst cites the company's 50% revenue growth, 52% subscription growth, better than expected profitability, and "strong cash flows." Henderson is also positive on Okta's plans to continue investing for future growth, which he considers to be "critical" for its longer term expansion. The analyst says the company is among his "top picks" in security thanks to its "strategic position and criticality to cloud zero trust security."
05/31/19
ADAM
05/31/19
NO CHANGE
Target $125
ADAM
Buy
Okta price target raised to $125 from $95 at Canaccord
Canaccord analyst Richard Davis raised his price target on Okta to $125 from $95 following Q1 results. The analyst cited its excellent momentum, fast growth, and conservative guidance. Davis reiterated his Buy rating on Okta shares.
TWLO Twilio
$143.07

2.45 (1.74%)

05/01/19
DBAB
05/01/19
NO CHANGE
Target $160
DBAB
Buy
Twilio price target raised to $160 from $150 at Deutsche Bank
Deutsche Bank analyst Michael Turrin raised his price target for Twilio to $160 from $150 saying last night's Q1 results were highlighted by a third consecutive quarter of 60%-plus organic revenue growth. The analyst keeps a Buy rating on the shares.
05/01/19
ADAM
05/01/19
NO CHANGE
Target $155
ADAM
Buy
Twilio price target raised to $155 from $125 at Canaccord
Canaccord analyst Richard Davis raised his price target for Twilio (TWLO) to $155 from $125 and maintained a Buy rating following the company's quarterly results, saying the upside was about what he expected. Davis tells investors in a research note that Twilio provided an update on the Verizon (VZ) price increase for SMS messaging, a cost it will pass on to customers. This cost will depress gross margins by about 100 basis points long-term, although gross profit dollars are likely to remain unchanged. This is a good space for "pretty much any firm with a modern technology stack," Davis contends.
05/01/19
KEYB
05/01/19
NO CHANGE
Target $156
KEYB
Overweight
Twilio price target raised to $156 from $150 at KeyBanc
KeyBanc analyst Brent Bracelin raised his price target for Twilio to $156 from $150 on "strong" Q1 results. The analyst remains bullish on Twilio based on a "compelling" growth opportunity as "APIs Go Ubiquitous" across the broader enterprise, helping sustain share gain momentum in a large $64B TAM. He reiterates an Overweight rating on the shares and says it remains one of his top cloud software ideas to own for 2019.
05/01/19
DADA
05/01/19
NO CHANGE
Target $163
DADA
Buy
Twilio price target raised to $163 from $118 at DA Davidson
DA Davidson analyst Rishi Jaluria raised his price target on Twilio to $163 and kept his Buy rating after its "beat and raise" Q1 results as well as expanding gross margins in the quarter. The analyst adds that the strong early interest and adoption of Twilio's SendGrid and Flex should give investors greater confidence for cross-selling opportunities.
TEAM Atlassian
$128.79

-0.1 (-0.08%)

05/23/19
MSCO
05/23/19
UPGRADE
Target $145
MSCO
Equal Weight
Atlassian upgraded to Equal Weight on durable growth at Morgan Stanley
As previously reported, Morgan Stanley analyst Keith Weiss upgraded Atlassian to Equal Weight from Underweight, stating that the company has an expanding portfolio of best-of-breed solutions and "a perhaps unrivaled focus on product innovation," giving him increased confidence in the durability of company's top-line growth. However, with the stock up more than 40% year-to-date, he still thinks Atlassian shares are too expensive to buy at current levels. Given his higher conviction in the long-term durability of Atlassian's growth, Weiss raised his price target on the shares to $145 from $99.
05/29/19
05/29/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. General Mills (GIS) downgraded to Sell from Neutral at Goldman Sachs with analyst Jason English saying that after a period of outperformance from sequential improvement in the company's core business and the impact of its acquisition of Blue Buffalo, General Mills is entering its next "chapter" of "mounting deceleration." 2. NIO Inc. (NIO) downgraded to Underperform from Neutral at BofA/Merrill with analyst Ming Hsun Lee saying he expects weak orders for the ES8 and ES6 due to EV purchase subsidy cuts, less cash flow from reduced car sales, increased competition from Tesla's (TSLA) Model 3 in 2020, and views valuation as "rich." 3. American Campus (ACC) downgraded to Market Perform from Outperform at JMP Securities with analyst Aaron Hecht saying his firm's checks at UC Berkeley indicate that the 6,000 bed RFP will likely end up being fee-based development, which takes one of his previously expected catalysts off the table. 4. Atlassian (TEAM) downgraded to Neutral from Buy at BTIG with analyst Edward Parker saying after a "great run" of over 100% in the last 12 months, the risk-reward on the stock has turned more "balanced." 5. Ericsson (ERIC) downgraded to Sell from Neutral at New Street. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/29/19
BTIG
05/29/19
DOWNGRADE
BTIG
Neutral
Atlassian downgraded to Neutral at BTIG on 'balanced' risk/reward
BTIG analyst Edward Parker downgraded Atlassian to Neutral from Buy, saying that after a "great run" of over 100% in the last 12 months, the risk-reward on the stock has turned more "balanced". The analyst notes that he remains positive on the company's "ability to re-write the SaaS playbook" and its continued momentum, but the valuation has now surpassed his price target and shares trade at about 60-times on enterprise value to expected FY20 free cash flow. Parker says he prefers to await a better entry point on Atlassian.
05/29/19
BTIG
05/29/19
DOWNGRADE
BTIG
Neutral
Atlassian downgraded to Neutral from Buy at BTIG
CRM Salesforce
$151.28

1.16 (0.77%)

06/12/19
FANA
06/12/19
DOWNGRADE
FANA
Neutral
Tableau downgraded to Neutral from Outperform at First Analysis
First Analysis analyst Frank Sparacino downgraded Tableau Software (DATA) to Neutral from Outperform citing the "high probability" of the Salesforce (CRM) buyout closing. Further, the analyst maintains a Neutral rating on MicroStrategy (MSTR). He does not see the company taking part in any future consolidation as an acquirer or target. Further, any potential benefit to ongoing sales cycles from takeover disruption with Tableau and Looker is likely to be minor, Sparacino tells investors in a research note.
06/12/19
SBSH
06/12/19
DOWNGRADE
SBSH
Neutral
Citi sees competitive bidding process for Tableau as unlikely
Citi analyst Tyler Radke downgraded Tableau Software (DATA) to Neutral from Buy with a $178 price target to reflect the pending takeover by Salesforce (CRM). The analyst continues to see a competitive bidding process as unlikely. Radke continues to favor Alteryx (AYX) as his top pick given the company's combination of "strong top-line growth paired with near best-in-class unit economics and profitability." Further, he believes Alteryx's market opportunity may be underestimated. Talend (TLND) moves to the analyst's second pick.
06/12/19
SBSH
06/12/19
DOWNGRADE
Target $178
SBSH
Neutral
Tableau downgraded to Neutral from Buy at Citi
Citi analyst Tyler Radke downgraded Tableau Software (DATA) to Neutral from Buy with a $178 price target to reflect the pending takeover by Salesforce (CRM).
06/11/19
RHCO
06/11/19
NO CHANGE
Target $189
RHCO
Buy
Salesforce price target raised to $189 from $183 at SunTrust
SunTrust analyst Terry Tillman raised his price target on Salesforce (CRM) to $189 and kept his Buy rating with a positive view of its announced acquisition of Tableau (DATA). The analyst notes that while the deal introduces some execution risk, it also "brings together integration, customer, and data technologies into a Customer 360 platform story." Tillman adds that the "strong core business" expected on a seasonal basis for the second half of this year, along with expected execution from the acquired MuleSoft and Tableau assets, represent "material catalysts" for Salesforce.
NXPI NXP Semiconductors
$93.72

-1.77 (-1.85%)

06/12/19
06/12/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. NXP Semiconductors (NXPI) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Craig Hettenbach saying he sees relative value in the stock after the shares have underperformed peers by 73% during the last three years. 2. AllianceBernstein (AB) upgraded to Buy from Neutral at Goldman Sachs with analyst Alexander Blostein saying the company's "leading" organic fee growth is not priced into the shares at current levels. 3. Brinker (EAT) upgraded to Outperform from Market Perform at Telsey Advisory. 4. CymaBay (CBAY) upgraded to Strong Buy from Outperform at Raymond James with analyst Steven Seedhouse citing the upside potential he sees following the pullback in the stock. 5. CommScope (COMM) upgraded to Buy from Neutral at Rosenblatt with analyst Ryan Koontz saying "surging" fiber spending ahead of 5G buildouts, led by Verizon (VZ), improves the outlook of select companies in the communications equipment sector. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
06/12/19
MSCO
06/12/19
UPGRADE
MSCO
Overweight
NXP Semiconductors upgraded to Overweight from Equal Weight at Morgan Stanley
Morgan Stanley analyst Craig Hettenbach upgraded NXP Semiconductors to Overweight from Equal Weight.
06/12/19
MSCO
06/12/19
UPGRADE
Target $114
MSCO
Overweight
Morgan Stanley upgrades NXP Semiconductors to Overweight on relative value
As previously reported, Morgan Stanley analyst Craig Hettenbach upgraded NXP Semiconductors (NXPI) to Overweight from Equal Weight as he sees relative value in the stock after the shares have underperformed peers by 73% during the last three years. While peers such as Analog Devices (ADI), ON Semiconductor (ON), Maxim Integrated (MXIM) and Cypress Semiconductor (CY) have inventory levels at the high end or even above targets, NXP's inventory in distribution has stayed flat and is just below the mid-point of its target, said Hettenbach. As NXP's business recovers, he likes the company's ability to constrain spending to get it back in line with its target and drive operating margin, the analyst added. He also noted that the stock's multiple is at the biggest discount to peers in its history. Hettenbach raised his price target NXP shares to $114 from $99, but recommends an opportunistic approach when adding to positions given the ongoing risks of the current semiconductor cycle.
06/05/19
STFL
06/05/19
UPGRADE
Target $95
STFL
Hold
NXP Semiconductors upgraded to Hold from Sell at Stifel
Stifel analyst Tore Svanberg upgraded NXP Semiconductors to Hold from Sell and raised his price target for the shares to $95 from $85. The analyst sees reduced debt risk for the company amid the current "persistently" low-interest rate environment as well as reduced risk to estimates following cuts made since the Q3 of 2018 peak. Further, NXP has "meaningful" exposure to key secular growth cycles, especially 5G Infrastructure, Svanberg tells investors in a research note.
AMD AMD
$32.18

-0.22 (-0.68%)

06/11/19
RBCM
06/11/19
NO CHANGE
RBCM
Outperform
AMD's 16-core desktop processor launch earlier than expected, says RBC Capital
RBC Capital analyst Mitch Steves keeps his Outperform rating on AMD, saying he was "positively surprised" by the company's official 16-core desktop processor announcement last night and sees the September release date coming about a month earlier than his expected Q4 launch. The analyst further notes that the specifications of the new processor are "compelling" and will lead to "successful high-end desktop share gains."
06/06/19
MSCO
06/06/19
UPGRADE
Target $28
MSCO
Equal Weight
Morgan Stanley corrects 'wrong call,' upgrades AMD to Equal Weight
As previously reported, Morgan Stanley analyst Joseph Moore upgraded AMD (AMD) to Equal Weight from Underweight and raised his price target for the shares to $28 from $17. Stating that he still remains concerned that consensus forecasts for AMD in the second half of 2019 are too high, Moore acknowledges that "being cautious on the stock has obviously been the wrong call." Given that Intel's (INTC) comeback is "at best deferred" and Nvidia's (NVDA) investment in ray tracing will have a longer-term payoff, Moore tells investors that he now thinks the 2018-19 opportunity sets the table for a period of sustained profits for AMD. He also said he expects AMD to announce a cloud gaming partnership with Microsoft (MSFT) at the E3 event next week.
06/12/19
NOMU
06/12/19
NO CHANGE
Target $33
NOMU
Buy
AMD has 'ample opportunity' to drive further growth, says Nomura Instinet
Nomura Instinet analyst David Wong believes AMD's (AMD) "strong" 7nm product pipeline and recent next-generation gaming console wins could help it to maintain its microprocessor momentum and support its "semi-custom" revenue stream. In addition, AMD has "ample opportunity" to drive further growth through market share gains in discrete GPUs for personal computers and continued penetration of the market for datacenter GPUs and accelerators, Wong tells investors in a research note. He reiterates a Buy rating on the shares with a $33 price target. He highlights the company's gaming wins with Microsoft (MSFT), Google (GOOG, GOOGL), and Sony (SNE).
06/06/19
06/06/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. AMD (AMD) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Joseph Moore saying he still remains concerned that consensus forecasts for AMD in the second half of 2019 are too high, Moore acknowledges that "being cautious on the stock has obviously been the wrong call." 2. United Continental (UAL) upgraded to Buy from Neutral at Goldman Sachs with analyst Catherine O'Brien saying she sees a better risk/reward for the shares relative to Spirit Airlines (SAVE), a stock she downgraded this morning to Neutral from Buy. 3. Digital Realty (DLR) upgraded to Outperform from Market Perform at Raymond James with analyst Frank Louthan saying after he met with management, he now sees Digital Realty being poised to reverse recent underperformance compared to the group, contending that its diversified base should be a strength. 4. Outfront Media (OUT) upgraded to Outperform from In-Line at Imperial Capital with analyst David Miller saying he increased his estimates for fiscal 2019 and 2020 due the company's share gains against other forms of media. His higher estimates for 2020 are due to a "more robust" outlook for Outfront's transit business, particularly digital signage in New York City. 5. Flex (FLEX) upgraded to Conviction Buy from Neutral at Goldman Sachs with analyst Mark Delaney saying he had been concerned about the potential overhang from a "handful of issues," including the company's CEO search, the size of its CTG program exits and the resulting impact on earnings, and macroeconomic risk. He believes, however, that these issues now have more clarity and are priced into the stock. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
MPWR Monolithic Power
$127.50

-3.64 (-2.78%)

05/03/19
NEED
05/03/19
DOWNGRADE
NEED
Hold
Monolithic Power downgraded to Hold from Buy at Needham
Needham analyst N. Quinn Bolton downgraded Monolithic Power, saying that while the company's Q1 results were "solid", it remains "exposed to macroeconomic demand uncertainty" with limited visibility for the back half of this year. The analyst is also concerned that Monolithic Power's elevated distribution channel inventory levels at "12 days above normal", adding the company may also underperform its normal seasonal growth patterns despite outgrowing the broader analog market.
05/03/19
NEED
05/03/19
DOWNGRADE
NEED
Hold
Monolithic Power downgraded to Hold from Buy at Needham
05/03/19
KEYB
05/03/19
DOWNGRADE
KEYB
Sector Weight
Monolithic Power downgraded to Sector Weight from Overweight at KeyBanc
05/03/19
KEYB
05/03/19
DOWNGRADE
KEYB
Sector Weight
Monolithic Power downgraded to Sector Weight from Overweight at KeyBanc
KeyBanc analyst John Vinh downgraded Monolithic Power to Sector Weight from Overweight, saying the has exceeded his prior $150 price target and is trading near its peak multiple. Additionally, Vinh tells investors in a research note that with 2019 growth lowered to mid-single-digits, it's evident the current correction is expected to be extended. He believes Monolithic Power remains one of the best semiconductor franchises, but views risk/reward at current valuations as less favorable and awaits signs of a recovery.
INTC Intel
$46.34

-0.52 (-1.11%)

06/10/19
MSCO
06/10/19
NO CHANGE
MSCO
Morgan Stanley cuts estimates for Intel, others with Huawei exposure
Morgan Stanley analyst Joseph Moore lowered his estimates and cut his price target for Intel (INTC) and four other chipmakers that supply Huawei as he thinks it is becoming clear the situation involving the U.S. and the Chinese company will extend "at least beyond quarter end." Moore lowered his price target on Intel shares to $61 from $63, cut his target for Xilinx (XLNX) to $126 from $137, trimmed his target for Maxim Integrated (MXIM) to $50 from $51, edged down his Western Digital (WDC) target to $46 from $47 and lowered his Amphenol (APH) target to $108 from $110.
05/28/19
RSBL
05/28/19
NO CHANGE
Target $42
RSBL
Buy
AMD keynote highlights 'astonishing' CPU leadership, says Rosenblatt
AMD (AMD) CEO Lisa Su's keynote at Taiwan's Computex show highlighted the company's "astonishing CPU leadership for years to come and a resurgent graphics roadmap," Rosenblatt analyst Hans Mosesmann told investors earlier in a research note. AMD shares are up 10% to $28.97 in midday trading. AMD is launching a series of new 7nm-based Zen2 architecture Ryzen 3000 desktops, which are set to disrupt Intel 14nm desktop central processing unit market share through 2022, contends Mosesmann. Ryzen 3000 price points are 10% to over 50% below Intel counterparts, which will place pressure on Intel selling prices, says the analyst, who keeps a Buy rating on AMD shares with a $42 price target.
05/28/19
STFL
05/28/19
NO CHANGE
Target $34
STFL
Buy
AMD taking desktop CPU lead from Intel for first time, says Stifel
Stifel analyst Kevin Cassidy issued his thoughts over the weekend on the Computex opening keynote that AMD (AMD) CEO Lisa Su delivered on Sunday night, stating that she focused on AMD's strength in high performance markets including the data center, gaming, and PCs. The CEO officially announced the company's third generation Ryzen PC CPUs and next generation GPU, which "represents the first time AMD has taken the desktop CPU lead process technology and performance lead from Intel in its 50 year history," according to Cassidy. While still awaiting third-party benchmark tests, the analyst said it "seems obvious" that AMD has the lead in price/performance/watt and he expects the company to accelerate its PC market share gains. Cassidy keeps a Buy rating and $34 price target on AMD shares, which are up $2.49, or 9.4%, to $28.91 near noon.
MXIM Maxim Integrated
$57.10

-0.95 (-1.64%)

05/01/19
MKMP
05/01/19
NO CHANGE
Target $62
MKMP
Neutral
Maxim Integrated price target raised to $62 from $54 at MKM Partners
MKM Partners analyst Ruben Roy raised his price target on Maxim Integrated to $62 after its in-line Q3 results, saying the end market demand appears to be stabilizing. The analyst also cites the company having reduced its inventory days by lowering shipments to distribution customers. Roy adds that Maxim Integrated's execution has been solid in a "challenging environment", but sees the valuation on the stock reflecting the positives and keeps his Neutral rating.
05/16/19
MSCO
05/16/19
NO CHANGE
MSCO
Micron, Skyworks, Qorvo among chipmakers exposed to Huawei, says Morgan Stanley
Following media reports discussing a potential ban of sales from U.S. companies to Huawei, Morgan Stanley analyst Joseph Moore identified semiconductor companies with exposure to the company, including Skyworks (SWKS), Qorvo (QRVO), Broadcom (AVGO), Analog Devices (ADI), ON Semiconductor (ON), Maxim (MXIM), Texas Instruments (TXN), Xilinx (XLNX), Micron (MU) and Inphi (IPHI). In his note, Moore recalled that a similar ban on ZTE (ZTCOY) last year was ultimately removed.
NTNX Nutanix
$27.47

-0.35 (-1.26%)

05/31/19
BTIG
05/31/19
NO CHANGE
Target $40
BTIG
Buy
Nutanix price target lowered to $40 from $50 at BTIG
BTIG analyst Edward Parker lowered his price target on Nutanix to $40 after its Q3 results, saying the "growing pains" were again visible in the quarter after an "exceptionally poor outlook" provided by the management following Q2. The analyst attributes the underperformance to the headwinds related to the company's accelerated transition to subscription-based revenues and says the results were "disappointing" relative to its prior messaging and channel checks. Parker keeps his Buy rating on the stock however, saying Nutanix has a "strong positioning in a two-horse race" within a hot market.
05/31/19
05/31/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Mallinckrodt (MNK) downgraded to Neutral from Overweight at Piper Jaffray with analyst David Amsellem stating last week's developments regarding Acthar in the Medicaid setting, along with as much as a $600M Centers for Medicare & Medicaid Services-related liability, "essentially blew" his prior investment thesis to "smithereens." 2. Nucor (NUE) downgraded to Underperform from Buy at BofA/Merrill with analyst Timna Tanners incorporating a lower near-term forecast for prices, especially for sheet and rebar, and a lower 2021-2022 forecast given expectations for a looming glut in steel. 3. J.Jill (JILL) downgraded to Hold from Buy at Deutsche Bank with analyst Lorraine Hutchinson stating that she expects the stock's multiple to contract due to the company's slower growth. 4. Nutanix (NTNX) downgraded to Neutral from Overweight at Piper Jaffray with analyst Andrew Nowinski citing the company's "continued execution issues," which he attributes partially to increasing competition. 5. Zuora (ZUO) downgraded to Buy from Strong Buy at Needham with analyst Scott Berg saying that the stock could be "dead money" for the next 1-2 quarters, noting that the sales issues are more concerning than the product issues and may require a change in sales leadership. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/31/19
WBLR
05/31/19
NO CHANGE
WBLR
Outperform
Nutanix shares 'fairly washed out' amid selloff, says William Blair
Following another "disappointing" quarter, Nutanix (NTNX) management pushed out the prospect of a full recovery with Q4 revenue, billings, and earnings guided well below consensus, William Blair analyst Jason Ader tells investors in a research note. The analyst attributes the weakness to weak sales execution, a faster than expected transition to a subscription business model, and increased competition from main rival Dell Technologies (DELL) / VMware (VMW). Ader, however, believes Nutanix shares are "fairly washed out at this point." As such, he sees a favorable risk/reward equation and keeps an Outperform rating on Nutanix.
05/31/19
NEED
05/31/19
NO CHANGE
Target $46
NEED
Buy
Nutanix price target lowered to $46 from $63 at Needham
Needham analyst Jack Andrews lowered his price target on Nutanix to $46 after its "mixed" Q3 results saw a beat on earnings and gross margins and a miss on revenue and billings. The analyst notes that the accelerated shift to term-based licenses "accentuated the compression of billings and revenue" as up-front recognition of revenues was reduced, even though he sees the impact of the transition as "incremental" in terms of the company's "lead generation, go-to-market of new products, and changes to the sales organization." Based on his view of continued robust demand for Nutanix's HCI and cloud-based services, Andrews keeps his Buy rating.
NOW ServiceNow
$267.76

1.44 (0.54%)

05/07/19
DBAB
05/07/19
NO CHANGE
Target $305
DBAB
Buy
ServiceNow price target raised to $305 from $285 at Deutsche Bank
Deutsche Bank analyst Karl Keirstead raised his price target for ServiceNow to $305 from $285 saying the company's tone was bullish at its analyst session. He affirms a Buy rating on the shares.
05/07/19
RBCM
05/07/19
NO CHANGE
Target $285
RBCM
Top Pick
ServiceNow price target raised to $285 from $270 at RBC Capital
RBC Capital analyst Matt Hedberg raised his price target on ServiceNow to $285 and kept his Top Pick rating after the company's analyst day, saying its focus on sustainable and profitable growth at scale should allow its revenue to top $10B from over $4B in 2020. The analyst cites the management's plans for the "underpenetrated" enterprise digital workflows and product innovation, pointing to the commentary by ServiceNow CEO signalling that cloud transformation "remains in the early-innings."
05/08/19
ADAM
05/08/19
NO CHANGE
Target $300
ADAM
Buy
ServiceNow price target raised to $300 from $285 at Canaccord
Canaccord analyst Richard Davis raised his price target for ServiceNow to $300 from $285 and maintained a Buy rating after attending the company's user conference and analyst day. In a research note to investors, Davis says that, unlike most software companies that trot out too large total addressable markets, he has "absolutely no hesitation" to suggest that ServiceNow's TAM is "legitimately several tens of billions of dollars." Davis says he expects ServiceNow to execute well in this big market populated with hidebound legacy competition, and well enough that he thinks ServiceNow is the firm most likely to be the next enterprise software firm to reach a $100B market cap.
05/02/19
JEFF
05/02/19
NO CHANGE
Target $285
JEFF
Buy
ServiceNow CFO leaving when 'waters are smooth,' says Jefferies
Jefferies analyst Samad Samana understands why investors may be disappointed by the departure of ServiceNow CFO Mike Scarpelli but he does not believe the timing reflects a change in business momentum. Scarpelli is leaving at a time when the "waters are smooth and the company is well positioned to keep delivering solid results," Samana tells investors in a research note. He keeps a Buy rating on ServiceNow shares with a $285 price target.
VMW VMware
$175.70

0.71 (0.41%)

05/31/19
LEHM
05/31/19
NO CHANGE
Target $224
LEHM
Overweight
VMware reaffirmed guidance overshadowed billings strength, says Barclays
Barclays analyst Raimo Lenschow says VMware only reaffirming its outlook for fiscal 2020 overshadowed the company's billings strength in Q1. As a result, he expects the shares "to consolidate" post the results. Nonetheless, the analyst continues to see current valuation levels as attractive given the company's "healthy" double-digit revenue and free cash flow growth at scale. The analyst reiterates an Overweight rating on VMware with a $224 price target.
06/06/19
EVER
06/06/19
INITIATION
Target $75
EVER
Outperform
Dell Technologies has $10+ EPS potential longer term, says Evercore ISI
Evercore ISI analyst Amit Daryanani started Dell Technologies (DELL) with an Outperform rating and $75 price target. In a research note to investors, Daryanani cited the company's comprehensive enterprise IT portfolio spanning from personal systems and data center solutions to cloud and infrastructure virtualization software through the company's ~80% ownership stake in VMWare (VMW) in addition to the stock's attractive valuation for the Outperform rating. While there is some level of investor concern surrounding the overall IT spend backdrop following a robust year of technology investments in calendar year 2018 and a "conglomerate discount," he thinks a mix of share gains in each of Dell's core markets, self-help levers., commodity tailwinds, and operational improvements will more than offset potential overhang from these trepidations. Longer term, the analyst sees $10+ EPS potential, which in an upside scenario, drives Dell stock higher toward the $75+ level.
05/31/19
KEYB
05/31/19
NO CHANGE
Target $214
KEYB
Overweight
VMware price target raised to $214 from $206 at KeyBanc
KeyBanc analyst Alex Kurtz raised his price target for VMware to $214 from $206 and reiterated an Overweight rating following the company's Q1 earnings report, saying the company continued to demonstrate strong billings upside, beating consensus billings by $300M, driven by strong Enterprise Agreement activity at 43% of total bookings vs. 36% a year ago.
SAP SAP
$128.34

-0.07 (-0.05%)

04/29/19
RBCM
04/29/19
UPGRADE
Target $167
RBCM
Outperform
SAP upgraded to Outperform from Sector Perform at RBC Capital
RBC Capital analyst Ross Macmillan upgraded SAP to Outperform from Sector Perform and raised his price target for the shares to $167 from $133.
04/25/19
STFL
04/25/19
UPGRADE
STFL
Hold
SAP upgraded to Hold from Sell at Stifel
Stifel analyst Brad Reback upgraded SAP to Hold from Sell and raised his price target for the shares to EUR 118 from EUR 85. Following a "solid" Q1 print, it appears SAP is "turning the corner" after two years of "significant underperformance," Reback tells investors in a research note. Further, the analyst believes oversight provided by Elliott Management as well as a Special Executive Board Committee should keep SAP "on a straight and narrow expense path."
04/25/19
RBCM
04/25/19
NO CHANGE
Target $133
RBCM
Sector Perform
SAP price target raised to $133 from $115 at RBC Capital
RBC Capital analyst Ross MacMillan raised his price target on SAP to $133 after its better than expected Q1 results, with upside highlighted by the company's Cloud gross margins. The analyst also points to the management's plan targeting higher margins and profit growth. MacMillan keeps his Sector Perform rating on SAP but says he is more positive on the stock after this quarter, looking to do "more work" on the company's upside potential.
04/29/19
04/29/19
UPGRADE
Target $167

Outperform
SAP upgraded to Outperform at RBC Capital on better profitability path
As previously reported, RBC Capital analyst Ross MacMillan upgraded SAP to Outperform and raised his price target to $167 from $133. The analyst believes that the company's future earnings growth could come from strong cloud business performance and improved capital allocation. MacMillan also cites SAP management's commitment to expanding operating margins as well as the company's "stable" core business, adding that the valuation on the shares is "relatively attractive."
WDAY Workday
$209.44

4.08 (1.99%)

05/29/19
JMPS
05/29/19
NO CHANGE
Target $225
JMPS
Outperform
Workday price target raised to $225 from $220 at JMP Securities
JMP Securities analyst Patrick Walravens raised his price target for Workday to $225 from $220 and maintained an Outperform rating after the company reported "strong" Q1 adjusted EPS, revenue and year-over-year billings growth of 42%. In a research note to investors, Walravens says he likes Workday as he thinks the company company continues to have a dominant position in Human Capital Management, has good momentum in Financials, including in healthcare and financial services, and is beginning to see significant benefits from its acquisition of Adaptive Insights in August 2018.
05/29/19
NEED
05/29/19
NO CHANGE
Target $250
NEED
Buy
Workday price target raised to $250 from $230 at Needham
Needham analyst Scott Berg raised his price target on Workday to $250 and kept his Buy rating after its "strong" Q1 results. The analyst says the company topped expectations in a typically weak quarter with accelerating sequential billings and short term revenue growth. Berg notes that Workday's Human Capital Management software sales were "more than steady", but sees the company's Financials platform as particularly impressive, highlighting the company's larger enterprise customers being ready to move Financials to the cloud.
05/29/19
BMOC
05/29/19
NO CHANGE
Target $230
BMOC
Market Perform
Workday price target raised to $230 from $220 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on Workday to $230 after its "solid" Q1 results and a 42% billings along with 31% total backlog growth in the quarter. The analyst believes that the stock will benefit as the company captures a "meaningful share" of the financial reporting market starting to migrate to the cloud. Bachman also keeps his Market Perform rating on the stock, saying that in spite of its best position in the fast-growing cloud human capital management market, its valuation seems "high".
05/29/19
FBCO
05/29/19
NO CHANGE
Target $215
FBCO
Neutral
Workday price target raised to $215 from $185 at Credit Suisse
Credit Suisse analyst Brad Zelnick raised his price target for Workday to $215 from $185 after the company reported "solid" Q1 results. While the analyst appreciates the company's continued success in HCM and traction in platform deals, he reiterates a Neutral rating on the shares given valuation.
FEYE FireEye
$14.51

0.08 (0.55%)

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).
03/11/19
03/11/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Apple (AAPL) upgraded to Buy from Neutral at BofA/Merrill with analyst Wamsi Mohan saying he now sees "stability" of supply chain order cuts and a "large reversal of inventory overhang" in iPhones. He believes negative consensus estimates revisions for fiscal 2020 and 2021 have overshot to the downside and that the valuation, excluding Apple's cash position, is attractive. The analyst also raised his price target for the shares to $210 from $180. 2. Facebook (FB) upgraded to Buy from Neutral at Nomura Instinet with analyst Mark Kelley saying Facebook's transition to Stories appears to be occurring more quickly than we expected. 3. FireEye (FEYE) upgraded to Overweight from Neutral at JPMorgan with analyst Sterling Auty saying the stock's year-to-date performance has been 23% below the group's coverage, and the stock is now trading at 3.7 times estimated fiscal 2019 revenue estimates. 4. Spirit Airlines (SAVE) upgraded to Overweight from Equal Weight at Barclays with analyst Brandon Oglenski raising his price target for the shares to $70 from $65. 5. AutoZone (AZO) upgraded to Buy from Neutral at BofA/Merrill with analyst Elizabeth Suzuki saying she does not think that the rally for auto parts stocks is over and she believes that AutoZone's valuation discount to the group should narrow as it grows its commercial business. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/26/19
MZHO
03/26/19
INITIATION
Target $18
MZHO
Neutral
FireEye initiated with a Neutral at Mizuho
Mizuho analyst Gregg Moskowitz initiated FireEye with a Neutral and $18 price target.
05/31/19
WEDB
05/31/19
INITIATION
Target $17
WEDB
Neutral
FireEye assumed with a Neutral at Wedbush
Wedbush analyst Daniel Ives assumed coverage of FireEye with a Neutral rating and $17 price target. Ives tells investors in a research note that FireEye has made good progress stabilizing its financials amid a market evolution to cloud and advanced threat traction by firewall vendors, but says its margins are still "sub-scale," acceleration into solid double-digit growth remains "elusive," and thinks FireEye's progress appears fairly factored into shares at their current levels.
COUP Coupa Software
$119.29

0.56 (0.47%)

06/04/19
RAJA
06/04/19
NO CHANGE
Target $115
RAJA
Outperform
Coupa Software price target raised to $115 from $107 at Raymond James
Raymond James analyst Brian Peterson raised his price target for Coupa Software to $115 from $107 and maintained an Outperform rating following another quarter of broad-based upside, saying he continues to believe the combination of Coupa's "compelling" ROI proposition, expanding product offering, strategic partner ecosystem and longer-term payments monetization suggesting that revenue per customer levels should be materially higher than current levels.
06/04/19
RHCO
06/04/19
NO CHANGE
Target $120
RHCO
Buy
Coupa Software price target raised to $120 from $110 at SunTrust
SunTrust analyst Terry Tillman raised his price target on Coupa Software to $120 and kept his Buy rating after its "strong" Q1 results that included 50% billings growth and better than expected generated free cash flows. The analyst notes that the integration of Exari's contract lifecycle management capabilities could also increase Coupa Software's revenues by $25M in FY21, raising his overall EPS view target for that year by 4c to 32c per share. Tillman further states that he is increasingly confident in the company's ability to sustain its revenue growth rate above 30%.
06/04/19
BOFA
06/04/19
NO CHANGE
Target $125
BOFA
Buy
Coupa Software price target raised to $125 from $120 at BofA/Merrill
BofA/Merrill analyst Brad Sills raised his price target for Coupa Software to $125 from $120, saying the company reported "strong" Q1 results with upside to revenue and billings. In a research note to investors, Sills says he is "encouraged" by the magnitude of the billings upside in Q1 and by early traction of the value-added Payments offerings amongst early adopter customers, which is a positive indicator for a business that has potential to expand Coupa's addressable market significantly. Sills maintains a Buy rating.
06/06/19
LOOP
06/06/19
NO CHANGE
Target $125
LOOP
Buy
Coupa Software price target raised to $125 from $120 at Loop Capital
Loop Capital analyst Joseph Vafi raised his price target on Coupa Software to $125 and kept his Buy rating, saying its 2nd convertible debt offering in 18 months underscores the management's confidence in the company's business momentum. The analyst further notes that even after an "unseasonably strong" billings performance in Q1, he does not believes that the company's pipeline of new business was depleted, adding that Coupa Pay module offers some medium-term upside for the stock as it is just starting its roll-out in "Early Access release."
ZM Zoom Video
$102.79

8.01 (8.45%)

06/07/19
PIPR
06/07/19
NO CHANGE
Target $100
PIPR
Overweight
Zoom Video price target raised to $100 from $90 at Piper Jaffray
Piper Jaffray analyst Alex Zukin raised his price target for Zoom Video Communications to $100 from $90 saying the company last night posted a "strong" first quarter following its initial public offering. The analyst reiterates an Overweight rating on the shares.
05/24/19
05/24/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Zoom Video (ZM) initiated with a Perform at Oppenheimer. 2. CannTrust (CTST) initiated with a Buy at BofA/Merrill. 3. Inseego (INSG) initiated with an Outperform at Cowen. 4. Falcon Minerals (FLMN) initiated with an Outperform at Baird. 5. Aphria (APHA) 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.
06/07/19
BOFA
06/07/19
NO CHANGE
Target $99
BOFA
Buy
Zoom Video price target raised to $99 from $89 at BofA/Merrill
BofA Merrill Lynch analyst Kash Rangan raised his price target on Zoom Video to $99 from $89 following the company's Q1 report, noting that both its revenues and billings beat his estimates. He increased his estimates "across the board" after the strong performance and keeps a Buy rating on Zoom Video shares.
06/07/19
FBCO
06/07/19
NO CHANGE
Target $90
FBCO
Neutral
Zoom Video price target raised to $90 from $80 at Credit Suisse
Credit Suisse analyst Brad Zelnick raised his price target for Zoom Video to $90 from $80, saying the company reported "exceptionally strong" results for its first quarter a public company with metrics that surpassed sell-side and buy-side expectations. He maintains a Neutral rating due to Zoom's premium valuation and embedded high expectations.

TODAY'S FREE FLY STORIES

UTX

United Technologies

$125.30

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Sony

$51.42

1.735 (3.49%)

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Hot Stocks
Fly Intel: Top five weekend stock stories »

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GRUB

GrubHub

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Amazon.com

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Goldman Sachs

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General Motors

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Viacom

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Viacom

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Goldman Sachs

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Goldman Sachs combining private-investing units, WSJ reports »

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Deutsche Bank

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UAL

United Continental

$87.10

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Tires blow on United jet during Newark airport landing, Reuters reports »

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TGT

Target

$87.83

-0.48 (-0.54%)

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Target registers back online after outage blamed on tech issue, Reuters says »

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INTC

Intel

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Boeing

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Goldman Sachs

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Boeing

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ESLT

Elbit Systems

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Amgen

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SILK

Silk Road Medical

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  • 26

    Aug

  • 26

    Aug

EDIT

Editas Medicine

$21.72

-0.78 (-3.47%)

13:30
06/16/19
06/16
13:30
06/16/19
13:30
Hot Stocks
Editas presents pre-clinical data in Sickle Cell Disease, Beta-Thalassemia »

Editas Medicine announced…

03/08/13
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SNSS

Sunesis

$0.90

-0.055 (-5.79%)

13:28
06/16/19
06/16
13:28
06/16/19
13:28
Hot Stocks
Sunesis announces preliminary data from Phase 1b/2 trial of Vecabrutinib »

Sunesis Pharmaceuticals…

03/08/13
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  • 24

    Jun

  • 25

    Jun

APLS

Apellis

$21.22

-0.14 (-0.66%)

13:23
06/16/19
06/16
13:23
06/16/19
13:23
Hot Stocks
Apellis presents data from ongoing Phase 2 PLAUDIT study of APL-2 »

Apellis Pharmaceuticals…

03/08/13
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  • 18

    Jun

FTSV

Forty Seven

$10.55

-0.02 (-0.19%)

13:16
06/16/19
06/16
13:16
06/16/19
13:16
Hot Stocks
Forty Seven announces data from Phase 1b/2 trial of 5F9 in combo with Rituximab »

Forty Seven announced…

03/08/13
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AZN

AstraZeneca

$39.68

-0.23 (-0.58%)

13:06
06/16/19
06/16
13:06
06/16/19
13:06
Hot Stocks
AstraZeneca announces results from interim analysis of Phase 2 ASCEND trial »

AstraZeneca announced…

03/08/13
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  • 20

    Jun

STRO

Sutro Biopharma

$11.17

-0.34 (-2.95%)

13:02
06/16/19
06/16
13:02
06/16/19
13:02
Hot Stocks
Sutro Biopharma announces interim Phase 1 safety data for STRO-001 »

Sutro Biopharma announced…

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BPMC

Blueprint Medicines

$90.65

-0.35 (-0.38%)

12:59
06/16/19
06/16
12:59
06/16/19
12:59
Hot Stocks
Blueprint Medicines presents updated EXPLORER trial data for Avapritinib »

Blueprint Medicines…

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  • 18

    Jun

INCY

Incyte

$77.76

1.385 (1.81%)

12:52
06/16/19
06/16
12:52
06/16/19
12:52
Hot Stocks
Incyte announced results from Phase 2 study of Ruxolitinib cream in vitiligo »

Incyte announces 24-week…

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  • 17

    Jun

ABBV

AbbVie

$78.69

-0.27 (-0.34%)

, INCY

Incyte

$77.76

1.385 (1.81%)

04:55
06/16/19
06/16
04:55
06/16/19
04:55
Conference/Events
European Hematology Association to hold a conference »

24th EHA Congress 2019…

ABBV

AbbVie

$78.69

-0.27 (-0.34%)

INCY

Incyte

$77.76

1.385 (1.81%)

ARQL

ArQule

$8.17

1.88 (29.89%)

AMGN

Amgen

$176.09

-0.74 (-0.42%)

ALXN

Alexion

$117.94

0.65 (0.55%)

AGIO

Agios Pharmaceuticals

$47.97

-1.78 (-3.58%)

AZN

AstraZeneca

$39.68

-0.23 (-0.58%)

BLUE

Bluebird Bio

$117.57

-6.33 (-5.11%)

BMY

Bristol-Myers

$47.57

0.25 (0.53%)

CELG

Celgene

$96.49

0.07 (0.07%)

NVS

Novartis

$89.52

-0.07 (-0.08%)

NSTG

NanoString

$25.96

0.45 (1.76%)

KPTI

Karyopharm

$5.71

-0.04 (-0.70%)

JAZZ

Jazz Pharmaceuticals

$130.43

0.28 (0.22%)

GSK

GlaxoSmithKline

$40.12

0.015 (0.04%)

GILD

Gilead

$66.38

-0.62 (-0.93%)

DSNKY

Daiichi Sankyo

$0.00

(0.00%)

PFE

Pfizer

$42.75

0.24 (0.56%)

PTLA

Portola Pharmaceuticals

$25.78

-0.31 (-1.19%)

QGEN

Qiagen

$39.52

-0.07 (-0.18%)

RHHBY

Roche

$0.00

(0.00%)

RIGL

Rigel Pharmaceuticals

$2.06

-0.06 (-2.83%)

SNY

Sanofi

$42.46

-0.225 (-0.53%)

SGEN

Seattle Genetics

$68.67

-0.33 (-0.48%)

STML

Stemline

$14.20

0.12 (0.85%)

VSTM

Verastem

$1.39

0.125 (9.88%)

03/08/13
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03/08/13
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  • 17

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    Nov

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  • 25

    Mar

  • 04

    Apr

AMZN

Amazon.com

$1,870.07

-0.23 (-0.01%)

, GRUB

GrubHub

$70.15

-2.76 (-3.79%)

13:28
06/15/19
06/15
13:28
06/15/19
13:28
Periodicals
Amazon exit gives GrubHub stock boost, Barron's says »

Amazon (AMZN) is…

AMZN

Amazon.com

$1,870.07

-0.23 (-0.01%)

GRUB

GrubHub

$70.15

-2.76 (-3.79%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
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03/06/13
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  • 25

    Jun

  • 27

    Jun

  • 10

    Jul

ABC

AmerisourceBergen

$85.01

-1.46 (-1.69%)

, CAH

Cardinal Health

$44.16

-1.13 (-2.50%)

13:20
06/15/19
06/15
13:20
06/15/19
13:20
Periodicals
McKesson, Cardinal Health looking like bargains, Barron's says »

Investors have halved the…

ABC

AmerisourceBergen

$85.01

-1.46 (-1.69%)

CAH

Cardinal Health

$44.16

-1.13 (-2.50%)

MCK

McKesson

$133.19

-1.7 (-1.26%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 23

    Jun

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