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DELL

Dell Technologies

$53.39

1.88 (3.65%)

, HPQ

HP Inc.

$20.63

0.1 (0.49%)

17:59
06/19/19
06/19
17:59
06/19/19
17:59

Dell, HP, Intel, Microsoft express opposition to Trump tariffs, Bloomberg says

Dell Technologies (DELL), HP (HPQ), Intel (INTC), and Microsoft (MSFT) are collaborating to oppose U.S. President Donald Trump's proposed tariffs on laptop computers and tablets among $300B in Chinese goods targeted for such tariffs, Mark Niquette of Bloomberg reports. The companies submitted joint comments saying they were against the proposed tariff escalation, noting that it would harm consumer products and industry while failing to address China's trade practices, Niquette says. The companies added that the tariffs are set to hit during the peak holiday and back-to-school sales period, the author notes. "The tariffs will harm U.S. technology leaders, hindering their ability to innovate and compete in a global marketplace," the companies said. Reference Link

DELL

Dell Technologies

$53.39

1.88 (3.65%)

HPQ

HP Inc.

$20.63

0.1 (0.49%)

INTC

Intel

$47.08

-0.29 (-0.61%)

MSFT

Microsoft

$135.63

0.43 (0.32%)

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DELL Dell Technologies
$53.39

1.88 (3.65%)

06/05/19
EVER
06/05/19
INITIATION
Target $75
EVER
Outperform
Dell Technologies initiated with an Outperform at Evercore ISI
Evercore ISI analyst Amit Daryanani started Dell Technologies with an Outperform rating and $75 price target.
05/31/19
RAJA
05/31/19
NO CHANGE
RAJA
Dell Technologies price target lowered to $69 from $74 at Raymond James
Raymond James analyst Simon Leopold maintained an Outperform rating on Dell following the company's Q1 earnings results, but lowered his price target on shares to $69 from $74. The report was "light" on sales and had an EPS beat. While the analyst remains "upbeat on storage," he is "incrementally more cautious on sales trends."
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.
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.
HPQ HP Inc.
$20.63

0.1 (0.49%)

06/06/19
EVER
06/06/19
INITIATION
Target $23
EVER
Outperform
HP Inc.'s current valuation more than discounts headwinds, says Evercore ISI
Evercore ISI analyst Amit Daryanani started HP Inc. with an Outperform rating and $23 price target, saying he sees the current valuation more than discounting ongoing headwinds. In a research note to investors, Daryanani says he sees an upside bias on the stock from a quicker supplies recovery and more resilient free cash flow generation. The analyst thinks HP has an "impressive" management team that has executed well in the last several years and thinks it is prudent to be positively biased given the 10%+ free cash flow yield and the potential for supplies revenues to stabilized in the second half of 2019.
04/17/19
SBSH
04/17/19
NO CHANGE
Target $44
SBSH
Buy
Xerox could be strategic acquisition target after EFI deal, says Citi
Citi analyst Jim Suva points out that the buyout of Electronics for Imaging (EFII) by private equity contains a 45 day "go-shop" period. With the print industry maturing, the analyst believes both HP Inc. (HPQ) and XRX (XRX) will now "more aggressively look" at Electronics for Imaging as a strategic asset in terms of revenue growth, earnings accretion, and cash flow. Further, Xerox could be a strategic acquisition for private equity or HP given its annual cash flow of $1B-plus and cost structure that could be significantly reduced, Suva tells investors in a research note. The analyst keeps a Buy rating on Electronics for Imaging and boosted his price target for the shares to $44.
06/05/19
EVER
06/05/19
INITIATION
Target $23
EVER
Outperform
HP Inc. initiated with an Outperform at Evercore ISI
Evercore ISI started HP Inc. with an Outperform rating and $23 price target.
05/14/19
WOLF
05/14/19
DOWNGRADE
Target $21
WOLF
Peer Perform
HP Inc. downgraded to Peer Perform from Outperform at Wolfe Research
Wolfe Research downgraded HP Inc to Peer Perform from Outperform saying VAR checks indicate printing demand will remain under pressure thru the rest of F19, with no major positive catalyst ahead.
INTC Intel
$47.08

-0.29 (-0.61%)

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.
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.
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.
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.
MSFT Microsoft
$135.63

0.43 (0.32%)

06/19/19
WEDB
06/19/19
NO CHANGE
WEDB
DOJ 'bark worse than the bite,' FAANG breakups not likely, says Wedbush
Wedbush analyst Daniel Ives notes that the noise is getting louder around regulation and antitrust concerns with FAANG names such as Amazon (AMZN), Facebook (FB), Google (GOOG), and Apple (AAPL), and while this is not a new issue per se, there is growing rhetoric around big tech's grip on e-commerce, digital advertising, the app ecosystem, social media, and search among other areas of the tech food chain. The analyst ultimately believes this is more noise versus the start of broader structural changes across the tech food chain and will likely result in business model tweaks and potential DOJ/FTC fines in a worst-case scenario rather than forced breakups of the underlying businesses. That said, Ives acknowledges that these potential DOJ probes could be an overhang on the stocks, but would encourage investors to focus on the fundamentals in the near-term as any probe would take many years to complete as witnessed first-hand with Microsoft (MSFT), which proved to be more noise than a structural jolt to its business model. Further, the analyst believes that Congress will investigate claims of anticompetitive behavior, but ultimately expects a "no harm, no foul" outcome on these FAANG names.
06/19/19
DBAB
06/19/19
NO CHANGE
Target $155
DBAB
Buy
Microsoft price target raised to $155 from $145 at Deutsche Bank
Deutsche Bank analyst Karl Keirstead raised his price target for Microsoft to $155 from $145 after hosting meetings with the CFOs of the company's Cloud, Enterprise unit and Windows, Office and Gaming. The shares are at an all-time high as investors rotate into defensive software stocks from other enterprise tech sectors seeing a cyclical decline in infrastructure spending, Keirstead tells investors in a research note. He affirms a Buy rating on Microsoft.
06/13/19
ARGS
06/13/19
NO CHANGE
Target $320
ARGS
Buy
Arista Networks retreat presents opportunity to add to positions, says Argus
Argus analyst Jim Kelleher kept his Buy rating and $320 price target on Arista Networks (ANET), saying that while the company offered a "generally upbeat" presentation at its June 6th investor day, the stock price fell about 4% on a "more cautious growth outlook." The analyst notes however that Arista's announced campus strategy refinement and expanded partnership with Microsoft (MSFT) Azure highlight the widening of its available market. Kelleher adds that the company's stock price was also "slammed" by about 15% after its Q1 earnings in May, but sees the decline as an opportunity to add to positions as Arista works through the "digestive phase" in 2019 and positions itself for strong growth among "cloud titans" resuming in 2020.
06/13/19
FBCO
06/13/19
NO CHANGE
Target $1400
FBCO
Outperform
Publishers taking wait-and-see approach on Alphabet's Stadia, says Credit Suisse
After gathering publisher feedback at E3 on the viability of the platform as well as their willingness to publish games on the newly announced Alphabet's (GOOGL) Stadia, Credit Suisse analyst Stephen Ju believes their stance does not diverge from historical wait-and-see approach taken around prior hardware launches from a new entrant. The analyst also notes that this is the first new core segment distribution entrant since Microsoft's (MSFT) Xbox. With that in mind, the cost to port existing code base to Stadia seems to be minimal, which should help reduce friction and improve potential ROI for projects under consideration, he contends. Ju has an Outperform rating and $1,400 price target on the shares.

TODAY'S FREE FLY STORIES

C

Citi

$71.79

0.95 (1.34%)

08:38
07/19/19
07/19
08:38
07/19/19
08:38
Conference/Events
Citi to host conference call »

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SYDDF

Sydney Airport

$0.00

(0.00%)

08:37
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SEAS

SeaWorld

$33.81

0.38 (1.14%)

08:37
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08:37
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SeaWorld elects Charles Koppelman as director, announces board changes »

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  • 06

    Aug

GILD

Gilead

$67.22

0.31 (0.46%)

, NVS

Novartis

$94.30

4.185 (4.64%)

08:37
07/19/19
07/19
08:37
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08:37
Hot Stocks
Gilead licenses three preclinical antiviral programs from Novartis »

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Gilead

$67.22

0.31 (0.46%)

NVS

Novartis

$94.30

4.185 (4.64%)

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BCSF

Bain Capital Specialty Finance

$18.02

-0.06 (-0.33%)

08:35
07/19/19
07/19
08:35
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08:35
Hot Stocks
Bain Capital Specialty Finance expands board to 7 directors from 5 directors »

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  • 08

    Aug

SYF

Synchrony

$36.09

0.54 (1.52%)

, PYPL

PayPal

$119.87

1.07 (0.90%)

08:35
07/19/19
07/19
08:35
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08:35
Hot Stocks
Synchrony says average active accounts up 9% in Q2 »

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SYF

Synchrony

$36.09

0.54 (1.52%)

PYPL

PayPal

$119.87

1.07 (0.90%)

WMT

Walmart

$114.68

0.08 (0.07%)

03/08/13
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SMSI

Smith Micro

$3.12

0.04 (1.30%)

08:35
07/19/19
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08:35
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  • 25

    Jul

UNP

Union Pacific

$174.15

10.1 (6.16%)

08:35
07/19/19
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08:35
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08:35
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Union Pacific analyst commentary  »

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  • 26

    Aug

MRKR

Marker Therapeutics

$8.68

-0.01 (-0.12%)

08:35
07/19/19
07/19
08:35
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08:35
Conference/Events
Marker Therapeutics to hold a conference call »

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  • 22

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AMRS

Amyris

$2.91

-0.03 (-1.02%)

08:35
07/19/19
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08:35
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08:35
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Amyris expands contract with ADL Bionatur to 2020 »

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  • 06

    Aug

DHR

Danaher

$143.03

3.43 (2.46%)

08:34
07/19/19
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08:34
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08:34
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Danaher analyst commentary  »

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  • 07

    Nov

STAF

Staffing 360 Solutions

$1.74

0.025 (1.46%)

08:32
07/19/19
07/19
08:32
07/19/19
08:32
Hot Stocks
Staffing 360 Solutions opens new office in Shelton, Connecticut »

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RGLD

Royal Gold

$117.56

4.19 (3.70%)

08:32
07/19/19
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08:32
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08:32
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Royal Gold analyst commentary  »

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  • 08

    Aug

HBAN

Huntington Bancshares

$13.76

0.18 (1.33%)

08:32
07/19/19
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Huntington Bancshares increases quarterly cash dividend 7% to 15c per share »

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  • 25

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PETX

Aratana Therapeutics

$4.93

(0.00%)

08:30
07/19/19
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08:30
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08:30
Options
One option delisting on July 19th »

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CCK

Crown Holdings

$59.50

0.12 (0.20%)

08:29
07/19/19
07/19
08:29
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08:29
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Crown Holdings analyst commentary  »

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HBIO

Harvard Bioscience

$1.78

0.03 (1.71%)

08:29
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HON

Honeywell

$173.86

5.05 (2.99%)

08:28
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  • 03

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TSM

TSMC

$43.21

1.59 (3.82%)

08:28
07/19/19
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08:28
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08:28
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TSMC rating change  »

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BA

Boeing

$361.17

-8.28 (-2.24%)

08:26
07/19/19
07/19
08:26
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08:26
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  • 24

    Jul

BX

Blackstone

$45.66

0.39 (0.86%)

08:25
07/19/19
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  • 26

    Sep

$DJT

DJ Transportation Average

$0.00

(0.00%)

08:20
07/19/19
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DJ Transportation Average: Pivot points »

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$DJU

DJ Utility Average

$0.00

(0.00%)

08:20
07/19/19
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08:20
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Technical Analysis
DJ Utility Average: Pivot points »

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DJX

Dow Jones Industrial Average

$0.00

(0.00%)

08:20
07/19/19
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08:20
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Technical Analysis
Dow Jones Industrial Average: Pivot points »

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IYT

iShares Transportation Average

$189.50

2.25 (1.20%)

08:20
07/19/19
07/19
08:20
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Technical Analysis
iShares Transportation Average: Pivot points »

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