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VMW

VMware

$172.25

0.03 (0.02%)

07:09
07/17/19
07/17
07:09
07/17/19
07:09

VMware estimates likely to move lower from here, says Nomura Instinet

Nomura Instinet analyst Christopher Eberle believes consensus estimates for VMware are "likely going lower from here." The analyst says that as the end of the refresh cycle nears for VMware's core hypervisors business, combined with slower adoption of emerging technology revenues than most investors have expected, he sees headwinds for the stock in the coming quarters. Eberle keeps a Reduce rating on VMware with a $130 price target.

  • 17

    Jul

VMW VMware
$172.25

0.03 (0.02%)

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.
07/01/19
MSCO
07/01/19
NO CHANGE
Target $145
MSCO
Overweight
Morgan Stanley still confident in Microsoft's Server & Tools division growth
Morgan Stanley analyst Keith Weiss noted that a key debate about Microsoft (MSFT), which has been stoked by recent weakness in other on-premise infrastructure software vendors such as Cloudera (CLDR), Pivotal Software (PVTL) and VMware (VMW), remains the durability of growth in the company's On-premise Server Products and Tools. However, he maintains confidence in the durability of low-single digital growth in the Server Products & Tools division, citing share gains across the solution portfolio. However, Weiss does note that Microsoft faces face unusually tough comparison in the division in Q4 and Q1 of FY20, leaving him to forecast year-over-year declines in these two quarters. He maintains an Overweight rating and $145 price target on Microsoft shares.
07/08/19
GSCO
07/08/19
DOWNGRADE
Target $120
GSCO
Sell
F5 Networks downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Rod Hall downgraded F5 Networks (FFIV) to Sell from Neutral and lowered his price target for the shares to $120 from $165. The company's earnings risks are increasing due to the weaker short-term spending environment and increasing competitive threat, Hall tells investors in a research note. Enterprise represents ~65% of F5's revenue and short term indications for spending in that market have been weak, says the analyst. Further, he believes VMware (VMW) is now a potential competitor through its proposed acquisition of Avi Networks.

TODAY'S FREE FLY STORIES

GM

General Motors

$36.30

0.1 (0.28%)

15:55
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  • 29

    Oct

ECA

Encana

$4.10

-0.135 (-3.19%)

15:50
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Encana bear takes gains and adjusts position to capture earnings »

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    Oct

PEGI

Pattern Energy

$26.50

0.36 (1.38%)

15:48
10/18/19
10/18
15:48
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15:48
Periodicals
Pattern Energy in advanced talks with multiple suitors, Dealreporter says »

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  • 04

    Dec

ATVI

Activision Blizzard

$54.69

-0.91 (-1.64%)

15:44
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15:44
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U.S. lawmakers urge Activision Blizzard to reverse 'Hearthstone' player's ban »

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    Nov

MFGP

Micro Focus

$15.73

1.16 (7.96%)

15:42
10/18/19
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15:42
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Breaking Hot Stocks news story on Micro Focus »

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TPRE

Third Point Reinsurance

$9.65

0.02 (0.21%)

15:40
10/18/19
10/18
15:40
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15:40
Periodicals
Third Point Re reviewing options with help of JPMorgan, Insurance Insider says »

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USO

United States Oil Fund

$11.24

-0.045 (-0.40%)

, SPY

SPDR S&P 500 ETF Trust

$298.84

-0.4 (-0.13%)

15:36
10/18/19
10/18
15:36
10/18/19
15:36
General news
Trump to nominate Deputy Secretary Dan Brouillette for Energy Secretary »

President Donald Trump…

USO

United States Oil Fund

$11.24

-0.045 (-0.40%)

SPY

SPDR S&P 500 ETF Trust

$298.84

-0.4 (-0.13%)

SPX

S&P 500

$0.00

(0.00%)

03/08/13
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APRE

Aprea Therapeutics

$21.89

1.36 (6.62%)

15:35
10/18/19
10/18
15:35
10/18/19
15:35
Hot Stocks
Versant Ventures reports 12.1% passive stake in Aprea Therapeutics »

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15:29
10/18/19
10/18
15:29
10/18/19
15:29
Conference/Events
Stephens E&P analyst to hold a group luncheon »

Exploration &…

HOG

Harley-Davidson

$36.86

0.16 (0.44%)

15:25
10/18/19
10/18
15:25
10/18/19
15:25
Options
Harley Davidson call volume above normal and directionally bullish »

Bullish option flow…

03/08/13
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  • 22

    Oct

15:25
10/18/19
10/18
15:25
10/18/19
15:25
General news
Treasury Market Summary »

Treasury Market Summary:…

AJRD

Aerojet Rocketdyne

$45.59

-2.47 (-5.14%)

15:24
10/18/19
10/18
15:24
10/18/19
15:24
Hot Stocks
Aerojet Rocketdyne announces collaboration with Firefly Aerospace »

Aerojet Rocketdyne and…

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BA

Boeing

$347.12

-22.01 (-5.96%)

15:21
10/18/19
10/18
15:21
10/18/19
15:21
Periodicals
Boeing said to have provided pilot messages to DOJ in February, Bloomberg says »

A person familiar with…

03/08/13
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  • 23

    Oct

KSU

Kansas City Southern

$143.99

8.66 (6.40%)

15:19
10/18/19
10/18
15:19
10/18/19
15:19
Recommendations
Kansas City Southern analyst commentary  »

Kansas City Southern…

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  • 18

    Oct

  • 13

    Nov

PUMP

ProPetro Holding

$7.99

-0.615 (-7.15%)

15:17
10/18/19
10/18
15:17
10/18/19
15:17
Periodicals
ProPetro Holding being investigated by SEC, Reuters reports »

The Securities and…

03/08/13
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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

15:17
10/18/19
10/18
15:17
10/18/19
15:17
Technical Analysis
NASDAQ market internals summary »

Volume is average for…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

15:16
10/18/19
10/18
15:16
10/18/19
15:16
Technical Analysis
NYSE market internals summary »

Volume is below average…

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XLI

Industrial Select Sector SPDR

$76.97

-0.62 (-0.80%)

, XLY

Consumer Discretionary Sector SPDR

$122.39

-0.03 (-0.02%)

15:07
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15:07
Technical Analysis
On The Fly: Weekly technical notes for S&P 500 »

The S&P 500 (SPX),…

XLI

Industrial Select Sector SPDR

$76.97

-0.62 (-0.80%)

XLY

Consumer Discretionary Sector SPDR

$122.39

-0.03 (-0.02%)

XLV

Health Care Select Sector SPDR

$91.86

-0.23 (-0.25%)

XLF

Financial Select Sector

$28.17

0.12 (0.43%)

XLK

Technology Select Sector SPDR

$81.05

-0.62 (-0.76%)

XLB

S&P Select Materials SPDR

$57.64

0.05 (0.09%)

XLU

Utilities SPDR

$63.86

0.26 (0.41%)

SPY

SPDR S&P 500 ETF Trust

$298.53

-0.71 (-0.24%)

SPX

S&P 500

$0.00

(0.00%)

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  • 12

    Nov

IWM

iShares Trust Russell 2000 Index Fund

$152.79

-0.55 (-0.36%)

, RUT

Russell 2000 Index

$0.00

(0.00%)

15:06
10/18/19
10/18
15:06
10/18/19
15:06
Technical Analysis
On The Fly: Weekly technical notes for Russell 2000 »

For the week the Russell…

IWM

iShares Trust Russell 2000 Index Fund

$152.79

-0.55 (-0.36%)

RUT

Russell 2000 Index

$0.00

(0.00%)

03/08/13
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TLGT

Teligent

$0.68

-0.0216 (-3.10%)

15:05
10/18/19
10/18
15:05
10/18/19
15:05
Hot Stocks
Teligent announces FDA approval of Gentamicin Sulfate Cream USP »

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VIA

Viacom

$24.95

-0.65 (-2.54%)

, VIAB

Viacom

$22.16

-0.45 (-1.99%)

15:05
10/18/19
10/18
15:05
10/18/19
15:05
Periodicals
Comcast, AT&T among bidders for 'South Park' streaming rights, Bloomberg says »

The creators of…

VIA

Viacom

$24.95

-0.65 (-2.54%)

VIAB

Viacom

$22.16

-0.45 (-1.99%)

CMCSA

Comcast

$45.65

-0.29 (-0.63%)

CMCSK

Comcast

$0.00

(0.00%)

DIS

Disney

$131.26

-1.11 (-0.84%)

T

AT&T

$38.45

0.63 (1.67%)

03/08/13
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  • 22

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    Nov

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  • 14

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  • 18

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  • 19

    Nov

AXP

American Express

$117.55

-1.62 (-1.36%)

15:00
10/18/19
10/18
15:00
10/18/19
15:00
Recommendations
American Express analyst commentary  »

William Blair reiterates…

03/08/13
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  • 18

    Oct

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  • 13

    Nov

  • 06

    Dec

MFGP

Micro Focus

$14.05

-0.52 (-3.57%)

15:00
10/18/19
10/18
15:00
10/18/19
15:00
Hot Stocks
Breaking Hot Stocks news story on Micro Focus »

Micro Focus International…

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MFGP

Micro Focus

$14.05

-0.52 (-3.57%)

, OTEX

OpenText

$40.35

-0.495 (-1.21%)

14:58
10/18/19
10/18
14:58
10/18/19
14:58
Hot Stocks
Micro Focus jumps after Bloomberg says rival OpenText considering takeover bid »

Shares of Micro Focus…

MFGP

Micro Focus

$14.05

-0.52 (-3.57%)

OTEX

OpenText

$40.35

-0.495 (-1.21%)

03/08/13
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  • 31

    Oct

  • 06

    Nov

  • 19

    Nov

MFGP

Micro Focus

$14.06

-0.51 (-3.50%)

, OTEX

OpenText

$40.37

-0.475 (-1.16%)

14:54
10/18/19
10/18
14:54
10/18/19
14:54
Periodicals
Breaking Periodicals news story on Micro Focus, OpenText »

OpenText weighing…

MFGP

Micro Focus

$14.06

-0.51 (-3.50%)

OTEX

OpenText

$40.37

-0.475 (-1.16%)

03/08/13
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