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MSFT

Microsoft

$134.01

0.1 (0.07%)

, PCMI

PCM, Inc.

$34.73

-0.12 (-0.34%)

13:11
06/27/19
06/27
13:11
06/27/19
13:11

PCM breach let hackers access email, file sharing systems, KrebsOnSecurity says

A digital breach at PCM Inc. (PCMI) has let hackers access email and file sharing systems for some of the company's clients, KrebsOnSecurity reports. The company discovered the intrusion in mid-May of this year, and the attackers stole administrative credentials that the company uses to manage client accounts within Office 365 (MSFT), the report says, citing sources. One security expert at a PCM customer who has recently informed of the breach said the intruders seemed primarily interested in taking information that could be used to conduct gift card fraud at various retailers and financial institutions, the report says. Reference Link

MSFT

Microsoft

$134.01

0.1 (0.07%)

PCMI

PCM, Inc.

$34.73

-0.12 (-0.34%)

  • 09

    Jul

  • 10

    Jul

  • 06

    Aug

MSFT Microsoft
$134.01

0.1 (0.07%)

06/26/19
WEDB
06/26/19
NO CHANGE
WEDB
Pentagon JEDI contract to be 'defining moment' for cloud arms race, says Wedbush
Wedbush analyst Daniel Ives believes a "defining moment" for the cloud arms race will be the announcement of the winner of the long-awaited Pentagon JEDI contract, which is worth roughly $10B over the next decade in this landmark deal representing the cloud "grand prize" for Amazon (AMZN) and Microsoft (MSFT). The analyst notes that the timing on the announcement of a winner could be late August/early September with the ongoing Oracle (ORCL) lawsuit a wild card that could push the timeline out further depending on the outcome. While AWS/Amazon have been in pole position to win this deal over the last year, Ives continues to hear from his Beltway contacts that Microsoft has made "steady and impressive progress" and significantly narrowed the gap over the last six months with the odds of a win looking more like a realistic possibility.
06/25/19
JEFF
06/25/19
NO CHANGE
Target $90
JEFF
Underperform
Microsoft Azure likely never sees AWS-like margins, says Jefferies
Jefferies analyst John DiFucci said he continues to believes Microsoft (MSFT) shares are "materially overvalued," contending that evidence suggests that the widely-held assumption that Azure profit will come with scale, similar to how it did for Amazon Web Services (AMZN), is incorrect. Azure will likely never see margins similar to AWS at scale, argues DiFucci, who also thinks AWS long-term margins may be lower than most expect. The analyst, who admits that Microsoft "is one of the greatest software success stories in the short history of the sector," keeps an Underperform rating on the stock and raised his price target on the shares to $90 from $80. Microsoft shares closed Monday trading up 81c, or 0.6%, to $137.78.
06/20/19
STFL
06/20/19
NO CHANGE
Target $48
STFL
Hold
Stifel says 'not much to be excited about' at Oracle beyond valuation
Stifel analyst Brad Reback noted that Oracle (ORCL) reported Q4 revenue and EPS that beat guidance along with its highest operating margin in five years, but he is still cautious given decelerating growth in the apps business, his view that Oracle continues to lose share in the database market and what he sees as a weak position in Infrastructure-as-a-Service. In a post-earnings research noted titled "Outside of valuation...Not much to be excited about," Reback noted that negatives in the company's Q4 report included decelerating share repurchases, a decreased net cash position and increasing FY20 capital expenditures that will weigh on free cash flow. The analyst, who also said that Microsoft's (MSFT) server-products and cloud-services are growing about eight times faster than Oracle's infrastructure business, keeps a Hold rating and $48 price target on Oracle shares.
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.
PCMI PCM, Inc.
$34.73

-0.12 (-0.34%)

06/25/19
ROTH
06/25/19
DOWNGRADE
Target $35
ROTH
Neutral
PCM, Inc. downgraded to Neutral from Buy at Roth Capital
Roth Capital analyst William Gibson downgraded PCM, Inc. (PCMI) to Neutral from Buy after Insight Enterprises (NSIT) agreed to acquire the company for $35 per share or $474M. The analyst expects the acquisition to be approved. Gibson also trimmed his price target on PCM, Inc.'s shares to $35 from $36.
06/24/19
STFL
06/24/19
NO CHANGE
Target $60
STFL
Hold
Insight Enterprises price target raised to $60 on PCM deal at Stifel
Stifel analyst Matthew Sheerin said Insight Enterprises' (NSIT) agreement to acquire competitor PCM Inc. (PCMI) strengthens the company's position in small-to-mid business markets and he sees significant cross-selling opportunities. He sees no reason Insight shouldn't realize its synergies target, barring a big drop in IT spending, pointing to the company's "strong M&A track record." Sheerin raised his price target on Insight shares to $60 from $54 following the deal announcement, but keeps a Hold rating on the stock.
02/07/19
ROTH
02/07/19
NO CHANGE
Target $29.6
ROTH
Buy
PCM, Inc. price target raised to $29.60 from $24.20 at Roth Capital
Roth Capital analyst William Gibson raised his price target for PCM, Inc. to $29.60 from $24.20 following quarterly results. The analyst reiterates a Buy rating on the shares.
07/26/18
RILY
07/26/18
NO CHANGE
Target $25
RILY
Buy
PCM, Inc. price target raised to $25 from $17 at B. Riley FBR
B. Riley FBR analyst Kara Anderson raised her price target for PCM, Inc. to $25 following the company's Q2 results. The analyst is focused on the company's "strong" EBITDA and earnings beats. She keeps a But rating on the shares.

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TCRR

TCR2 Therapeutics

$12.63

-0.14 (-1.10%)

07:22
07/17/19
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07:22
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07:22
Conference/Events
TCR2 Therapeutics management to meet with Wedbush »

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LEA

Lear

$129.75

-5.33 (-3.95%)

07:22
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    Jul

HAS

Hasbro

$109.82

0.2 (0.18%)

07:21
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  • 23

    Jul

CP

Canadian Pacific

$246.27

9.27 (3.91%)

07:20
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Canadian Pacific analyst commentary  »

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  • 13

    Nov

PS

Pluralsight

$30.66

-0.71 (-2.26%)

07:20
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Initiation
Pluralsight initiated  »

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  • 31

    Jul

CSX

CSX

$79.57

1.05 (1.34%)

07:20
07/17/19
07/17
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07:20
Downgrade
CSX rating change  »

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  • 26

    Aug

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07:20
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07/17
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07:20
General news
FX Update: EUR-USD edged out a fresh eight-day low »

FX Update: EUR-USD edged…

CTRP

Ctrip

$36.87

-0.48 (-1.29%)

07:19
07/17/19
07/17
07:19
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07:19
Hot Stocks
Ctrip to upgrade Global SOS Emergency Response platform with UNDP »

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UAL

United Continental

$94.00

2.7 (2.96%)

07:19
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07/17
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07:19
Recommendations
United Continental analyst commentary  »

United Continental target…

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  • 17

    Jul

NVS

Novartis

$89.12

-0.2 (-0.22%)

07:18
07/17/19
07/17
07:18
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07:18
Conference/Events
Novartis management to meet with Wolfe Research »

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  • 18

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    Sep

SCHW

Charles Schwab

$41.62

1.34 (3.33%)

07:17
07/17/19
07/17
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07:17
Recommendations
Charles Schwab analyst commentary  »

Charles Schwab net…

03/08/13
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  • 19

    Jul

  • 27

    Oct

IAC

IAC

$231.54

-2.55 (-1.09%)

07:17
07/17/19
07/17
07:17
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07:17
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IAC to invest $250M in Turo car sharing marketplace »

IAC has agreed to invest…

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TWOU

2U

$38.60

-0.34 (-0.87%)

07:17
07/17/19
07/17
07:17
07/17/19
07:17
Initiation
2U initiated  »

KeyBanc bullish on 2U,…

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ALEC

Alector

$19.06

0.06 (0.32%)

07:15
07/17/19
07/17
07:15
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07:15
Conference/Events
Alector management to meet with Morgan Stanley »

Meeting to be held in New…

03/08/13
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  • 22

    Jul

  • 09

    Sep

VEGPF

Vectura Group

$0.00

(0.00%)

07:14
07/17/19
07/17
07:14
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07:14
Hot Stocks
Vectura Group continues to seek partner for VR647 Phase III development »

The company said,…

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NUS

Nu Skin

$45.50

1.44 (3.27%)

07:13
07/17/19
07/17
07:13
07/17/19
07:13
Downgrade
Nu Skin rating change  »

Jefferies downgrades Nu…

03/08/13
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  • 06

    Aug

VEGPF

Vectura Group

$0.00

(0.00%)

07:13
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Vectura Group board approves capital return of approx. GBP50M »

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GOOG

Alphabet

$1,152.97

2.58 (0.22%)

, GOOGL

Alphabet Class A

$1,152.86

2.4 (0.21%)

07:13
07/17/19
07/17
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07:13
Recommendations
Alphabet, Alphabet Class A, Facebook, Twitter analyst commentary  »

KeyBanc expects…

GOOG

Alphabet

$1,152.97

2.58 (0.22%)

GOOGL

Alphabet Class A

$1,152.86

2.4 (0.21%)

FB

Facebook

$203.87

-0.06 (-0.03%)

TWTR

Twitter

$38.00

-0.68 (-1.76%)

03/08/13
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  • 17

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  • 08

    Aug

  • 27

    Oct

CSII

Cardiovascular Systems

$44.00

-1.9 (-4.14%)

07:12
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Conference/Events
Cardiovascular Systems management to meet with Lake Street »

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  • 18

    Jul

  • 06

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  • 09

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  • 12

    Sep

VEGPF

Vectura Group

$0.00

(0.00%)

07:11
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Hot Stocks
Vectura Group confirms R&D investment priorities »

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WFC

Wells Fargo

$45.30

-1.4 (-3.00%)

07:10
07/17/19
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07:10
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07:10
Recommendations
Wells Fargo analyst commentary  »

Wells Fargo price target…

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  • 12

    Oct

VMW

VMware

$172.25

0.03 (0.02%)

07:09
07/17/19
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07:09
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VMware analyst commentary  »

VMware estimates likely…

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  • 17

    Jul

SMMT

Summit Therapeutics

$1.35

-0.06 (-4.26%)

07:09
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Summit presents preclinical data on SMT-571 at STI & HIV World Congress »

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GHSI

Guardion Health Sciences

$0.97

-0.03 (-3.02%)

07:07
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Guardion Health Sciences receives patent for MapcatSF in Hong Kong »

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DPZ

Domino's Pizza

$246.55

-23.42 (-8.68%)

07:06
07/17/19
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Domino's Pizza analyst commentary  »

Domino's Pizza…

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  • 13

    Nov

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