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ORCL

Oracle

$53.12

-0.64 (-1.19%)

, VMW

VMware

$155.87

4.81 (3.18%)

19:08
09/16/19
09/16
19:08
09/16/19
19:08

VMware, Oracle expand partnership on hybrid cloud

Oracle (ORCL) and VMware (VMW), announced an expanded partnership to help customers leverage the companies' enterprise software and cloud solutions to make the move to the cloud. Under this new partnership, customers will be able to support their hybrid cloud strategies by running VMware Cloud Foundation on Oracle Cloud Infrastructure. With this new solution, customers will be able to easily migrate VMware vSphere workloads to Oracle's Generation 2 Cloud Infrastructure and take advantage of consistent infrastructure and operations. As a part of this partnership, Oracle will also provide technical support for Oracle software running in VMware environments both in customer on-premise data centers and Oracle-certified cloud environments.

ORCL

Oracle

$53.12

-0.64 (-1.19%)

VMW

VMware

$155.87

4.81 (3.18%)

  • 10

    Oct

ORCL Oracle
$53.12

-0.64 (-1.19%)

09/12/19
NOMU
09/12/19
NO CHANGE
Target $42
NOMU
Reduce
Oracle results do not alter bearish thesis, says Nomura Instinet
Nomura Instinet analyst Christopher Eberle says Oracle's results last night did not provide much in the way to alter his bearish thesis. The company's revenue growth has yet to meaningfully inflect despite strong cloud bookings, and its share buyback remains elevated, Eberle tells investors in a research note. He reiterates a Reduce rating on Oracle with a $42 price target.
09/12/19
BMOC
09/12/19
NO CHANGE
Target $60
BMOC
Market Perform
Oracle price target raised to $60 after Q1 results, says BMO Capital
BMO Capital analyst Keith Bachman nudged his price target on Oracle to $60 from $59 but kept his Market Perform rating after its Q1 results and Q2 guidance last night. The analyst points to the management's discussion of share gains being made in the autonomous data base and ERP cloud solutions, stating that while there is potential in these opportunities, the company's execution over the last few years has been "largely disappointing". Bachman adds that Oracle's results over the past two quarters have not produced a "meaningful" change in growth rates.
09/12/19
LEHM
09/12/19
NO CHANGE
Target $57
LEHM
Equal Weight
Oracle shares will likely remain range-bound, says Barclays
Barclays analyst Raimo Lenschow believes Oracle shares will likely remain range-bound following last night's results. Oracle will likely remain a low single-digit revenue grower that achieves most of its earnings improvement via share buybacks, Lenschow tells investors in a research note titled "Still a Wait-and-See Story." He lowered his price target for the shares to $57 from $59 and keeps an Equal Weigh rating on Oracle.
09/12/19
MSCO
09/12/19
NO CHANGE
Target $59
MSCO
Equal Weight
Oracle continues struggling for growth, says Morgan Stanley
Morgan Stanley analyst Keith Weiss said Oracle suffered from "spotty execution," resulting in a weaker Q1 after a stronger Q4, noting that this is a similar situation to last year. Several factors keep him cautious on the company's FY20 revenue growth potential, including management stepping back from prior full year revenue growth targets, the continued mixed performance in the apps portfolio and another quarter of year-over-year deferred revenue declines, Weiss tells investors. He maintains an Equal Weight rating on Oracle with an unchanged price target of $59.
VMW VMware
$155.87

4.81 (3.18%)

09/05/19
GSCO
09/05/19
UPGRADE
Target $152
GSCO
Neutral
VMware upgraded to Neutral from Sell at Goldman Sachs
Goldman Sachs analyst Heather Bellini upgraded VMware to Neutral from Sell with an unchanged price target of $152. The recent pullback in shares back in the share price has reset investor expectations around the company's growth trajectory, Bellini tells investors in a research note. This, coupled with VMware's consolidation of Kubernetes management-related products to benefit from the containerization of workloads as customers migrate to the cloud, and traction around its hybrid cloud and multi-cloud management tools, warrant an upgrade to Neutral, says the analyst.
09/06/19
OPCO
09/06/19
NO CHANGE
Target $200
OPCO
Outperform
VMware added to Top Picks list at Oppenheimer
Oppenheimer analyst Ittai Kidron added VMware to the firm's Top Picks list, citing VMware's recent Tanzu announcement, deeper container/VM integration, and growing cloud partnerships; the firm's FY21 pro forma analysis, which suggests ~9.5% upside to current FY21E revenue; and the recent pullback in shares, which he believes offers a compelling entry point into a multi-year growth opportunity. While Kidron cautions that the macro environment could still weigh on VMware's financial performance and the execution bar following multiple acquisitions is high, he believes VMware is better isolated from budget cuts and integration plans are largely straightforward and complementary. Kidron has an Outperform rating and $200 price target on the shares.
09/09/19
SUSQ
09/09/19
UPGRADE
Target $45
SUSQ
Positive
Nutanix upgraded two notches to Positive from Negative at Susquehanna
Susquehanna analyst Mehdi Hosseini issued a double-upgraded of Nutanix (NTNX) to Positive from Negative, saying that after a 60% correction in its stock price from early 2018 highs, the worst for the company's transition to a subscription model may be in the past. The analyst notes that the new model sets up an "attractive and predictable" recurring revenue and billing stream, also raising the price target on the stock to $45 from $23. Hosseini further states that he is less concerned about the competitive dynamic and believes that Nutanix can "coexist" with VMware (VMW).
09/10/19
PIPR
09/10/19
NO CHANGE
Target $166
PIPR
Overweight
VMware details on Avi deal positive for F5 Networks, says Piper Jaffray
Piper Jaffray analyst James Fish views the details in VMware's (VMW) quarterly filing last night around its completed Networks acquisition as positive for F5 Networks (FFIV). The analyst now believes, based on the purchase price, that Avi Networks was only capturing $20M of annual revenue compared to previous expectations of $50M-plus. The former standalone Avi threat appears to have admittedly been overblown, Fish tells investors in a research note. He sees bullish implications for F5 and keeps an Overweight rating on the shares.

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NIO

NIO Inc.

$1.48

0.01 (0.68%)

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IRET

Investors Real Estate

$76.60

0.75 (0.99%)

, PINS

Pinterest

$25.86

-0.14 (-0.54%)

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0.22 (1.60%)

IDN

Intellicheck

$5.00

(0.00%)

WBT

Welbilt

$17.97

(0.00%)

DAVA

Endava

$40.06

-0.01 (-0.02%)

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GIL

Gildan Activewear

$25.88

-9.495 (-26.84%)

, CAT

Caterpillar

$131.37

1.36 (1.05%)

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GIL

Gildan Activewear

$25.88

-9.495 (-26.84%)

CAT

Caterpillar

$131.37

1.36 (1.05%)

CRL

Charles River

$135.10

-0.97 (-0.71%)

M

Macy's

$14.98

-0.79 (-5.01%)

LB

L Brands

$16.56

-1.54 (-8.51%)

GPS

Gap

$16.53

-1.05 (-5.97%)

WM

Waste Management

$115.34

-0.97 (-0.83%)

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MO

Altria Group

$44.40

0.14 (0.32%)

, SNAP

Snap

$13.99

0.21 (1.52%)

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MO

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$44.40

0.14 (0.32%)

SNAP

Snap

$13.99

0.21 (1.52%)

CMG

Chipotle

$846.04

17.95 (2.17%)

RSG

Republic Services

$87.30

1.15 (1.33%)

WCN

Waste Connections

$92.97

0.7 (0.76%)

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  • 12

    Nov

STT

State Street

$60.83

1.12 (1.88%)

10:05
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10/18
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10:05
Hot Stocks
State Street says reigniting servicing fee revenue growth remains a top priority »

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  • 18

    Oct

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Leading Indicators data reported »

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SXT

Sensient

$60.60

-5.97 (-8.97%)

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    Oct

NNA

Navios Acquisition

$8.58

-1.78 (-17.18%)

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GIL

Gildan Activewear

$26.26

-9.12 (-25.78%)

10:00
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Gildan Activewear falls -25.8% »

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  • 31

    Oct

X

U.S. Steel

$10.67

0.05 (0.47%)

10:00
10/18/19
10/18
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Options
Size put buyer in US Steel March 8 strike »

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HEP

Holly Energy Partners

$22.40

1.13 (5.31%)

10:00
10/18/19
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Holly Energy Partners rises 5.3% »

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  • 30

    Oct

KSU

Kansas City Southern

$143.50

8.17 (6.04%)

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Kansas City Southern rises 6.0% »

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    Oct

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BORR

Borr Drilling

$6.57

0.53 (8.77%)

10:00
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GIL

Gildan Activewear

$26.54

-8.835 (-24.98%)

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  • 31

    Oct

JNJ

Johnson & Johnson

$132.71

-3.49 (-2.56%)

09:55
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Options
Johnson & Johnson put volume heavy and directionally bearish »

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  • 07

    Dec

PBCT

People's United

$16.17

0.41 (2.60%)

, KSU

Kansas City Southern

$141.65

6.32 (4.67%)

09:55
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Options
Early notable gainers among liquid option names on October 18th »

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PBCT

People's United

$16.17

0.41 (2.60%)

KSU

Kansas City Southern

$141.65

6.32 (4.67%)

APA

Apache

$23.24

1.12 (5.06%)

ETFC

E-Trade

$40.84

1.8 (4.61%)

ISRG

Intuitive Surgical

$552.97

23.75 (4.49%)

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  • 18

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    Nov

AMZN

Amazon.com

$1,785.24

-2.6 (-0.15%)

, MSFT

Microsoft

$139.65

-0.03 (-0.02%)

09:55
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Deutsche Bank TMT analyst to hold an analyst/industry conference call »

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AMZN

Amazon.com

$1,785.24

-2.6 (-0.15%)

MSFT

Microsoft

$139.65

-0.03 (-0.02%)

GOOG

Alphabet

$1,256.30

3.51 (0.28%)

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CRM

Salesforce

$145.81

-0.36 (-0.25%)

09:50
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10/18
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Conference/Events
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  • 16

    Dec

MRK

Merck

$84.14

0.34 (0.41%)

09:47
10/18/19
10/18
09:47
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09:47
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Merck analyst commentary  »

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NNA

Navios Acquisition

$8.51

-1.85 (-17.86%)

09:47
10/18/19
10/18
09:47
10/18/19
09:47
Hot Stocks
Navios Acquisition falls -18.3% »

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SXT

Sensient

$60.60

-5.97 (-8.97%)

09:47
10/18/19
10/18
09:47
10/18/19
09:47
Hot Stocks
Sensient falls -10.7% »

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  • 18

    Oct

GIL

Gildan Activewear

$24.14

-11.235 (-31.76%)

09:47
10/18/19
10/18
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Hot Stocks
Gildan Activewear falls -31.1% »

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  • 31

    Oct

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