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CRM

Salesforce

$146.96

-5.89 (-3.85%)

, FB

Facebook

$189.62

0.81 (0.43%)

18:26
10/16/19
10/16
18:26
10/16/19
18:26

Salesforce CEO: Steve Jobs had a huge impact on my life

In an interview on CNBC's Mad Money, Salesforce (CRM) CEO Marc Benioff said: I grew up with a family committed to social services... My grandfather developed BART... Capitalism is dead... We need a new, sustainable capitalism that values stakeholders... My shareholders are a key stakeholder... The largest companies are pivoting towards stakeholders... Capitalism needs guardrails... Artificial intelligence is a huge part of the fourth industrial revolution... Facebook (FB) is probably the new cigarette and should be broken up... Business is the greatest platform for social change.

CRM

Salesforce

$146.96

-5.89 (-3.85%)

FB

Facebook

$189.62

0.81 (0.43%)

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    Oct

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    Dec

CRM Salesforce
$146.96

-5.89 (-3.85%)

10/01/19
BOFA
10/01/19
NO CHANGE
BOFA
Top 10 US Ideas for Q4 at BofA/Merrill
BofA/Merrill introduced the Top 10 US Ideas for Q4 2019. The list's seven Buys are Aramark (ARMK), Salesforce (CRM), Disney (DIS), Dover (DOV), New York Community Bancorp (NYCB), Raytheon (RTN), and Target (TGT). Underperform's are Floor & Decor (FND), Gap (GPS), and Terex (TEX).
10/07/19
JMPS
10/07/19
NO CHANGE
Target $191
JMPS
Outperform
Industry checks suggest strong Q3 momentum for Salesforce, says JMP Securities
JPM Securities analyst Patrick Walravens reiterates an Outperform rating and $191 price target on Salesforce (CRM) shares after conducting due diligence regarding the tone of business this quarter. While early, his checks suggest Q3 business momentum is "strong," with "a lot of buzz going into November for Dreamforce," an executive briefing center that is apparently "oversubscribed", and sales representatives reportedly encouraging customers to "get the deals done" so clients can then "come out to Dreamforce and enjoy it." The analyst expects the U.K.'s CMA to eventually approve the Tableau (DATA) transaction; and at a fundamental level, his checks with industry experts suggest the acquisition should work well as Salesforce leverages Tableau's know-how to build a wide range of value-added analytical applications.
10/08/19
JEFF
10/08/19
INITIATION
Target $171
JEFF
Buy
Salesforce assumed with a Buy rating at Jefferies
Jefferies analyst Brent Thill assumed coverage of Salesforce with a Buy rating and unchanged price target of $171. The analyst last night assumed coverage of the Software industry and adjusted some of his ratings to be more defensive in light of valuation and macroeconomic concerns. However, he remains positive on the industry and believes that the fundamentals of businesses in the space are "very strong."
10/09/19
MSCO
10/09/19
NO CHANGE
MSCO
CIOs see continued pressure on IT budgets in 2020, says Morgan Stanley
Morgan Stanley analysts Katy Huberty, James Faucette and Keith Weiss noted that rising economic uncertainty has been reflected in the firm's past several CIO surveys, with 2019 overall IT budget growth expectations falling for 4 straight quarters. In keeping with that trend, 53% of the CIOs surveyed by the firm expect lower IT budget growth in 2020 and their composite initial read on 2020 IT spending calls for a 100 basis points growth deceleration, the firm's U.S. tech team stated in a note to investors. Among those surveyed, Amazon (AMZN) and Microsoft (MSFT) are seen as having taken over the lead in Artificial Intelligence and Machine Learning while IBM (IBM) "maintains strong mind share," the analysts said. The team continues to favor companies they see as well positioned for key secular trends with good valuation, such as Microsoft, Adobe (ADBE) and Salesforce (CRM), while they are more cautious on legacy players at risk of losing share as organizations move to the cloud, like Symantec (SYMC) and VMware (VMW).
FB Facebook
$189.62

0.81 (0.43%)

10/10/19
10/10/19
UPGRADE
Target $89

Outperform
Match Group upgraded to Outperform at Oppenheimer
As previously reported, Oppenheimer analyst Jason Helfstein upgraded Match Group (MTCH) to Outperform from Perform, with a price target of $89. The analyst notes that the stock is down 27% from its highs on an overall correction in momentum names, confusion surrounding a likely debt transfer as part ofthe spinoff from IAC (IAC) and concerns over the FTC lawsuit. Helfstein is now less concerned about competition from Facebook (FB) Dating, and highlights that 3P download data shows an acceleration in Tinder and localized offerings. Lastly, his survey work indicates that only 44% of U.S. singles are currently using an online dating product, suggesting material growth in overall usage.
10/15/19
RSBL
10/15/19
NO CHANGE
Target $242
RSBL
Buy
Rosenblatt a buyer of Facebook shares into Q3 report
Rosenblatt analyst Mark Zgutowicz is a buyer of Facebook shares into the company's Q3 results on Wednesday, October 30. Demand side indications remain strong for both News Feed and Instagram as respective return on ad spend remains at the top end of advertiser buys, Zgutowicz tells investors in a research note. However, with Facebook "under a regulator microscope," the analyst does not expect a "big" beat and raise quarter, but rather a modest beat and reduction to 2019 expense growth guidance. With the stock trading at 19 times estimated 2020 earnings, a modest beat will satisfy "the bar," contends Zgutowicz. He reiterates a Buy rating on Facebook with a $242 price target.
10/15/19
JEFF
10/15/19
NO CHANGE
JEFF
Jefferies selective on Internet into Q3, most positive on Alphabet and Facebook
Jefferies analyst Brent Thill, who is "generally positive" on Internet sector fundamentals, tells investors to remain selective ahead of Q3 earnings. The analyst is most bullish on Alphabet (GOOGL), Facebook (FB), Expedia (EXPE), and Wix.com (WIX). He remains underweight TripAdvisor (TRIP), Shutterstock (SSTK), and Endurance (EIGI). Thill is most positive on Alphabet and Facebook. Alphabet's setup is better in the second half of the year relative to the first half due to easier comps, healthy core advertising, momentum in Google Cloud, and expanded hardware line-up ahead of the holidays, the analyst tells investors in a research note. He also likes Facebook's setup due to easier second half comps, recent product innovation on Instagram Commerce, and improvements to the core Facebook app. In e-commerce, Thill is a buyer of Amazon.com (AMZN) on any pullback. In travel, he like Expedia (EXPE) over Booking Holdings (BKNG). The analyst also views the recent selloff in Match Group (MTCH) shares as a buying opportunity.
10/16/19
BARD
10/16/19
NO CHANGE
Target $230
BARD
Outperform
Facebook checks generally positive but guidance could be overhang, says Baird
Baird analyst Colin Sebastian said Facebook will likely see upside to his and the Street's Q3 estimates as agency and advertiser checks suggest relatively steady growth rates versus the slowdown implied by guidance. The analyst believes the company's focus on privacy, data security, messaging , and other product improvements will continue to weigh on margins but he thinks it is likely embedded in investor expectations and consensus estimates. Sebastian reiterated his Outperform rating and $230 price target on Facebook shares.

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MNI

McClatchy

$2.05

-0.17 (-7.66%)

, TPCO

Tribune Publishing

$9.97

0.37 (3.85%)

14:20
11/14/19
11/14
14:20
11/14/19
14:20
Periodicals
McClatchy and Tribune are in merger talks, Ken Doctor of NiemanLab says »

McClatchy (MNI) and…

MNI

McClatchy

$2.05

-0.17 (-7.66%)

TPCO

Tribune Publishing

$9.97

0.37 (3.85%)

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NFLX

Netflix

$288.95

5.85 (2.07%)

, DIS

Disney

$147.53

-1.16 (-0.78%)

14:19
11/14/19
11/14
14:19
11/14/19
14:19
Periodicals
Netflix exec Sarandos says Disney Plus too reliant on legacy brands, BI says »

While speaking at the…

NFLX

Netflix

$288.95

5.85 (2.07%)

DIS

Disney

$147.53

-1.16 (-0.78%)

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BMRN

BioMarin

$75.71

-0.385 (-0.51%)

14:17
11/14/19
11/14
14:17
11/14/19
14:17
Recommendations
BioMarin analyst commentary  »

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

14:17
11/14/19
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14:17
11/14/19
14:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

14:16
11/14/19
11/14
14:16
11/14/19
14:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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VBLT

VBL Therapeutics

$1.26

(0.00%)

14:14
11/14/19
11/14
14:14
11/14/19
14:14
Upgrade
VBL Therapeutics rating change  »

VBL Therapeutics upgraded…

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ETSY

Etsy

$41.65

0.96 (2.36%)

14:12
11/14/19
11/14
14:12
11/14/19
14:12
Periodicals
Etsy website having issues, Downdetector says 

Reference Link

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  • 19

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NLSN

Nielsen

$20.58

0.01 (0.05%)

, GIS

General Mills

$52.45

-0.15 (-0.29%)

14:07
11/14/19
11/14
14:07
11/14/19
14:07
Hot Stocks
Nielsen announces expanded analytic relationship with General Mills »

Nielsen (NLSN) announced…

NLSN

Nielsen

$20.58

0.01 (0.05%)

GIS

General Mills

$52.45

-0.15 (-0.29%)

03/08/13
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UFPT

UFP Technologies

$43.21

(0.00%)

14:05
11/14/19
11/14
14:05
11/14/19
14:05
Hot Stocks
UFP Technologies director Thomas Oberdorf sells over $316K in company stock »

UFP Technologies director…

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SPY

SPDR S&P 500 ETF Trust

$309.06

-0.02 (-0.01%)

, SPX

S&P 500

$0.00

(0.00%)

14:01
11/14/19
11/14
14:01
11/14/19
14:01
Periodicals
U.S. officials concede 'phase one' date may slip, but deny setback, FT says »

People close to trade…

SPY

SPDR S&P 500 ETF Trust

$309.06

-0.02 (-0.01%)

SPX

S&P 500

$0.00

(0.00%)

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MSI

Motorola Solutions

$161.44

-0.2 (-0.12%)

14:01
11/14/19
11/14
14:01
11/14/19
14:01
Hot Stocks
Motorola Solutions increases quarterly dividend 12% »

Motorola Solutions…

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  • 18

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    Dec

13:55
11/14/19
11/14
13:55
11/14/19
13:55
Conference/Events
MoffettNathanson to hold an analyst/industry conference call »

Michael Nathanson (Media…

BA

Boeing

$367.78

5.36 (1.48%)

13:55
11/14/19
11/14
13:55
11/14/19
13:55
Conference/Events
Cowen aerospace & defense analysts to hold analyst/industry conference call »

Aerospace & Defense…

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  • 14

    Nov

NEWR

New Relic

$65.17

0.62 (0.96%)

, W

Wayfair

$82.03

-1.685 (-2.01%)

13:46
11/14/19
11/14
13:46
11/14/19
13:46
Hot Stocks
Tiger Global adds New Relic, Wayfair and Beyond Meat during Q3 »

Chase Coleman's…

NEWR

New Relic

$65.17

0.62 (0.96%)

W

Wayfair

$82.03

-1.685 (-2.01%)

PLAN

Anaplan

$47.82

-1.28 (-2.61%)

WORK

Slack Technologies

$21.21

-0.09 (-0.42%)

BYND

Beyond Meat

$80.80

1.82 (2.30%)

PVTL

Pivotal Software

$15.00

-0.01 (-0.07%)

LK

Luckin Coffee

$21.54

0.105 (0.49%)

BABA

Alibaba

$181.75

-0.73 (-0.40%)

FB

Facebook

$192.10

-1.1 (-0.57%)

CVNA

Carvana

$77.87

2.79 (3.72%)

RUN

Sunrun

$14.35

0.575 (4.17%)

RNG

RingCentral

$167.60

0.09 (0.05%)

FCAU

Fiat Chrysler

$16.00

0.1 (0.63%)

SVMK

SurveyMonkey

$16.69

0.29 (1.77%)

SPOT

Spotify

$148.49

1.72 (1.17%)

STNE

StoneCo

$36.40

0.43 (1.20%)

RDFN

Redfin

$20.42

0.36 (1.79%)

03/08/13
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  • 19

    Dec

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    Nov

LIQT

LiqTech

$4.71

-2.4 (-33.76%)

13:44
11/14/19
11/14
13:44
11/14/19
13:44
Recommendations
LiqTech analyst commentary  »

LiqTech post-earnings…

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  • 14

    Nov

WB

Weibo

$44.06

-8.75 (-16.57%)

13:35
11/14/19
11/14
13:35
11/14/19
13:35
Downgrade
Weibo rating change  »

Weibo downgraded to…

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  • 14

    Nov

DF

Dean Foods

$0.00

(0.00%)

13:32
11/14/19
11/14
13:32
11/14/19
13:32
Hot Stocks
Dean Foods receives court approval of 'first day' motions to support operations »

Dean Foods announced that…

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RETA

Reata Pharmaceuticals

$196.01

9.01 (4.82%)

13:28
11/14/19
11/14
13:28
11/14/19
13:28
Recommendations
Reata Pharmaceuticals analyst commentary  »

Reata Pharmaceuticals…

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  • 14

    Nov

13:28
11/14/19
11/14
13:28
11/14/19
13:28
Hot Stocks
Breaking Hot Stocks news story  »

TKK Symphony Acquisition…

WDC

Western Digital

$50.31

-0.75 (-1.47%)

13:25
11/14/19
11/14
13:25
11/14/19
13:25
Options
Western Digital call volume above normal and directionally bullish »

Bullish option flow…

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  • 14

    Nov

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    Dec

13:23
11/14/19
11/14
13:23
11/14/19
13:23
Hot Stocks
Breaking Hot Stocks news story  »

TKK Symphony Acquisition…

GOOG

Alphabet

$1,309.36

11.75 (0.91%)

, GOOGL

Alphabet Class A

$1,308.00

12 (0.93%)

13:20
11/14/19
11/14
13:20
11/14/19
13:20
Hot Stocks
Google to no longer include contextual content categories in ad bid requests »

Alphabet's Google…

GOOG

Alphabet

$1,309.36

11.75 (0.91%)

GOOGL

Alphabet Class A

$1,308.00

12 (0.93%)

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  • 14

    Nov

$NSD

NASDAQ Market Internals

$0.00

(0.00%)

13:17
11/14/19
11/14
13:17
11/14/19
13:17
Technical Analysis
NASDAQ market internals summary »

Volume is above average…

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$NYE

NYSE Market Internals

$0.00

(0.00%)

13:16
11/14/19
11/14
13:16
11/14/19
13:16
Technical Analysis
NYSE market internals summary »

Volume is average for…

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13:15
11/14/19
11/14
13:15
11/14/19
13:15
General news
NY Fed's Williams repeated the new mantra that the economy and policy are "in a good place," »

NY Fed's Williams…

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