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NVDA

Nvidia

$196.16

5.69 (2.99%)

, MSFT

Microsoft

$138.43

1.09 (0.79%)

19:24
10/21/19
10/21
19:24
10/21/19
19:24

Nvidia announces technology collaboration with Microsoft

NVIDIA (NVDA) with Microsoft (MSFT) announced a technology collaboration focused on intelligent edge computing, designed to help industries better manage and gain insights from data created by retail stores, warehouses, manufacturing facilities, connected buildings, urban infrastructure and other environments. The NVIDIA Metropolis video analytics application framework, which runs on EGX, has been optimized to work with Microsoft's Azure IoT Edge, Azure Machine Learning solutions and a new form factor of the Azure Data Box Edge appliance powered by NVIDIA T4 GPUs.

NVDA

Nvidia

$196.16

5.69 (2.99%)

MSFT

Microsoft

$138.43

1.09 (0.79%)

  • 22

    Oct

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    Oct

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    Oct

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    Oct

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    Nov

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    Nov

NVDA Nvidia
$196.16

5.69 (2.99%)

10/07/19
EVER
10/07/19
NO CHANGE
Target $225
EVER
Outperform
Nvidia price target raised to $225 from $185 at Evercore ISI
Evercore ISI analyst C.J. Muse said in a note before the open that he thinks it is understandable that investors have taken a cautious view on the future growth of Nvidia's Gaming franchise, though he sees a potential recovery coming in the second half and momentum continuing into 2020 and beyond in that part of the company's business. Muse sees at least a 15% compound annual growth rate for Gaming into 2022, led by Notebook Gaming growth, even without giving credit for any contributions from Cloud gaming via wins at CSPs and GeForce Alliance, which could be a source of added upside. The analyst, who now predicts Nvidia EPS approaching $9.25 in the 2021 timeframe, reiterated his Outperform rating on the shares and raised his price target to $225 from $185. Nvidia, which also saw its price target raised to $217 from $190 at RBC Capital this morning, is up 3% to $187.44 in early trading.
10/09/19
PIPR
10/09/19
NO CHANGE
Target $200
PIPR
Overweight
Nvidia's two biggest growth drivers are back, says Piper Jaffray
Piper Jaffray analyst Harsh Kumar believes Nvidia's (NVDA) two biggest growth drivers, namely gaming and data center, are back. Following a round of channel checks, the analyst says Nvidia is one of the best positioned semiconductor companies from a "company-specific catalyst perspective." Gaming, which represents around half of the company's revenue, appears to have settled following the GPU inventory correction, and the segment is setup for a seasonally strong second half of 2019, Kumar tells investors in a research note. In addition, the analyst is convinced Nvidia's data center business appears to have stabilized, and he sees growth in the segment moving forward. Further, Kumar thinks the Mellanox (MLNX) acquisition is on track to close by the end of calendar 2019. Lastly, based on Piper's teen survey results, the analyst believes video game interest remains high among U.S. teens. He keeps an Overweight rating on Nvidia with a $200 price target. The stock closed Tuesday down $7.10 to $177.23.
10/15/19
BOFA
10/15/19
NO CHANGE
Target $250
BOFA
Buy
Nvidia price target raised to $250 from $225 at BofA/Merrill
BofA Merrill Lynch analyst Vivek Arya raised his price target on Nvidia shares to $250 from $225 as he believes the company's data center growth will soon benefit from "the next-big AI landmark," namely natural language processing, or "conversational AI." The ability to accurately listen, understand, speak and contextualize human speech needs compute requirements 100 times that of today's dominant image/video classifier AI machines, said Arya, who sees Nvidia being "in prime position" to benefit from this shift given its portfolio of hardware and software and its developer ecosystem. Arya keeps a Buy rating on Nvidia, which he continues to identify as his top large-cap pick.
10/21/19
MSCO
10/21/19
NO CHANGE
Target $32
MSCO
Equal Weight
AMD likely to gain share in every segment next year, says Morgan Stanley
Morgan Stanley analyst Joseph Moore said he believes AMD (AMD) has "put itself in a remarkable position" of being poised to likely gain share in every segment next year by competing successfully with both Intel (INTC) and Nvidia (NVDA) while spending a fraction of the R&D those two spend. However, he keeps an Equal Weight rating on AMD shares, stating that his 2020 EPS estimate of $1.07 gives the company "quite a bit of credit for share gains" and the $1.50 in 2020 EPS that some investors are convinced about "is possible, but certainly not a given." Moore, who sees AMD's biggest gains in the "enthusiast desktop," servers for the largest scale cloud service providers, and data center graphics, raised his price target on the stock to $32 from $30.
MSFT Microsoft
$138.43

1.09 (0.79%)

10/16/19
WBLR
10/16/19
NO CHANGE
WBLR
Outperform
Slack overhang from Microsoft competition should dissipate, says William Blair
After hosting investor meetings with Slack Technologies (WORK) management, William Blair analyst Bhavan Suri has "increased confidence in the story." While there was plenty of focus on the competitive environment with Microsoft (MSFT) and its Teams offering, much of the conversation also focused on the company's internal growth initiatives, its ability to continue winning large enterprise customers, its customer acquisition strategy, and the path to free cash flow breakeven, Suri tells investors in a research note. Management views Slack as having a different value proposition than Teams, says the analyst. Although the Microsoft overhang may remain with the stock for the next couple of quarters, it should dissipate over time as the company continues to execute and showcases its ability to win customers that are also using Office 365 for other functions, Suri contends. He believes Slack is well positioned long-term to continue "winning in the space" and sees a "long growth runway" for the company. The analyst keeps an Outperform rating on the shares.
10/18/19
RBCM
10/18/19
INITIATION
Target $160
RBCM
Outperform
Microsoft assumed with an Outperform at RBC Capital
RBC Capital analyst Alex Zukin assumed coverage of Microsoft with an Outperform rating with a price target of $160, up from $153. The analyst believes that the company is "best positioned to outperform" over the next several years as it becomes a "strategic partner" to digital transformations among large enterprises, with mission-critical capabilities of its key portfolio assets - Azure and Office365. Zukin adds that Microsoft's Q1 revenue and earnings should see a "typical" period of outperformance, as he raises his FY20 EPS view by 6c to $5.21 and sees expectations of a 55% Azure growth next year as "reasonable".
10/18/19
CLVD
10/18/19
NO CHANGE
CLVD
Buy
Microsoft partners look to have finished ahead of plan, says Cleveland Research
Cleveland Research analyst Ari Terjanian said his checks suggests Microsoft partners finished ahead of plan in the company's fiscal first quarter and they are modeling Productivity and Business Processes and Intelligent Cloud results that are ahead of consensus. Feedback on the More Personal Computing segment is more mixed at partners, with strength in Win10 migrations and M365 upgrades seen being offset by some headwinds in PC and gaming, added Terjanian, who reiterated his Buy rating on Microsoft shares.
10/21/19
JEFF
10/21/19
NO CHANGE
JEFF
High growth software valuations to contract further, says Jefferies
High growth software valuations are now trading above terminal M&A multiples, suggesting we still have more room for multiple contraction, Jefferies analyst Brent Thill tells investors in a research note. As such, the analyst expects the short term correction will continue "given multiples remain elevated even with last week's correction." Thill favors platform names with attractive growth and reasonable valuations like Microsoft (MSFT), Salesforce (CRM) and Intuit (INTU). He also favors names like SailPoint (SAIL), Zuora (ZUO), and Varonis (VRNS). The analyst believes these names have the potential for revenue reacceleration over the next year.

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PCG

PG&E

$7.09

-0.32 (-4.32%)

16:50
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Periodicals
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  • 07

    Jan

GCP

GCP Applied Technologies

$22.04

-0.37 (-1.65%)

16:48
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GCP Applied Technologies files patent infringement suit against AVM Industries »

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DUK

Duke Energy

$88.63

0.05 (0.06%)

16:45
11/18/19
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16:45
Syndicate
Duke Energy files to sell 25M shares of common stock »

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PANW

Palo Alto Networks

$248.50

1.465 (0.59%)

16:45
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Initiation
Palo Alto Networks initiated  »

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TUFN

Tufin

$17.32

-0.22 (-1.25%)

16:44
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16:44
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16:44
Initiation
Tufin initiated  »

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I

Intelsat

16:43
11/18/19
11/18
16:43
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16:43
Downgrade
Intelsat rating change  »

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  • 10

    Dec

CRWD

Crowdstrike

$57.06

-2.73 (-4.57%)

16:43
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11/18
16:43
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16:43
Initiation
Crowdstrike initiated  »

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  • 05

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    Dec

FBHS

Fortune Brands

$63.57

0.53 (0.84%)

16:43
11/18/19
11/18
16:43
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16:43
Hot Stocks
Fortune Brands CEO sells 97.4K shares of common stock »

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SPLK

Splunk

$122.75

3.6 (3.02%)

16:42
11/18/19
11/18
16:42
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16:42
Initiation
Splunk initiated  »

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  • 21

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ZS

Zscaler

$44.46

-1.37 (-2.99%)

16:41
11/18/19
11/18
16:41
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16:41
Initiation
Zscaler initiated  »

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  • 03

    Dec

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  • 16

    Dec

CAAP

Corporacion America Airport

$3.78

0.02 (0.53%)

16:41
11/18/19
11/18
16:41
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16:41
Hot Stocks
Corporacion America Airport reports October passenger traffic flat y/y »

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  • 22

    Nov

OKTA

Okta

$121.19

3.74 (3.18%)

16:41
11/18/19
11/18
16:41
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16:41
Upgrade
Okta rating change  »

Okta upgraded to Buy from…

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  • 05

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DG

Dollar General

$160.01

-0.13 (-0.08%)

16:39
11/18/19
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16:39
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16:39
Hot Stocks
Dollar General to pay $6M to settle discrimination lawsuit brought by EEOC »

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  • 05

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I

Intelsat

$7.98

-5.42 (-40.45%)

16:38
11/18/19
11/18
16:38
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16:38
Recommendations
Intelsat analyst commentary  »

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  • 10

    Dec

GPC

Genuine Parts

$105.38

0.57 (0.54%)

, HDS

HD Supply

$40.24

-0.5 (-1.23%)

16:38
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16:38
11/18/19
16:38
Hot Stocks
Genuine Parts elects William Stengel chief transformation officer »

Genuine Parts (GPC)…

GPC

Genuine Parts

$105.38

0.57 (0.54%)

HDS

HD Supply

$40.24

-0.5 (-1.23%)

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  • 09

    Dec

MET

MetLife

$49.12

-0.14 (-0.28%)

16:37
11/18/19
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16:37
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16:37
Syndicate
Breaking Syndicate news story on MetLife »

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  • 12

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ASH

Ashland

$78.65

0.03 (0.04%)

16:36
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Ashland CEO says 'faced more challenging external conditions than anticipated' »

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  • 19

    Nov

ASH

Ashland

$78.65

0.03 (0.04%)

16:35
11/18/19
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Earnings
Ashland reports preliminary Q4 adjusted cont ops EPS 77c, consensus 95c »

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  • 19

    Nov

VNET

21Vianet

$8.27

0.22 (2.73%)

16:34
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Earnings
21Vianet lowers FY19 revenue growth view to 11.2% from 12% at midpoint »

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  • 18

    Nov

SAEX

SAExploration

$1.53

-0.03 (-1.92%)

, GEOS

Geospace

$13.77

0.31 (2.30%)

16:33
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Geospace receives $12.5M order from SAExploration »

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SAEX

SAExploration

$1.53

-0.03 (-1.92%)

GEOS

Geospace

$13.77

0.31 (2.30%)

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  • 22

    Nov

VNET

21Vianet

$8.27

0.22 (2.73%)

16:33
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Earnings
21Vianet reports Q3 EPS (1c), one estimate (3c) »

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  • 18

    Nov

C

Citi

$74.40

0.02 (0.03%)

, ADS

Alliance Data

$104.71

1.31 (1.27%)

16:31
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Alliance Data names Ralph Andretta president and CEO »

Alliance Data Systems…

C

Citi

$74.40

0.02 (0.03%)

ADS

Alliance Data

$104.71

1.31 (1.27%)

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  • 14

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Options
Preliminary option volume of 18.6M today »

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AGO

Assured Guaranty

$48.76

0.45 (0.93%)

16:28
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Assured Guaranty CIO acquires roughly 25,000 common shares »

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MDU

MDU Resources

$29.10

0.08 (0.28%)

16:28
11/18/19
11/18
16:28
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Hot Stocks
MDU Resources announces five-year capital investment plan totaling $2.9B »

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