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CRM

Salesforce

$164.57

0.55 (0.34%)

05:23
11/21/19
11/21
05:23
11/21/19
05:23

Jefferies 'incrementally positive' on Salesforce after Dreamforce 2019

195Jefferies analyst Brent Thill left Dreamforce 2019 "incrementally positive" on Salesforce. While the analyst would have liked to see more in the way of margin expansion above the 125-150 basis points announced, he continues to believe the company has a portfolio of assets to serve the customer through both its Customer 360 and Data offerings. The stock's risk/reward at current levels is favorable as Salesforce is valued attractively, Thill tells investors in a research note. He maintains a Buy rating on the shares with a $195 price target.

  • 03

    Dec

  • 16

    Dec

CRM Salesforce
$164.57

0.55 (0.34%)

11/18/19
BMOC
11/18/19
NO CHANGE
Target $188
BMOC
Outperform
BMO Capital sees 'upside tension' for Salesforce margins ahead of Dreamforce
BMO Capital analyst Keith Bachman is keeping his Outperform rating and $188 price target on Salesforce going into Dreamforce and the related analyst events taking place this week. The analyst believes that there is "upside tension" to consensus operating margin estimates for the company and expects the management to highlight its future margin opportunities. While Salesforce's underlying business is doing "very well", Bachman notes that the management's acquisition trends are keeping the company's consolidated margins from expanding.
11/18/19
JEFF
11/18/19
NO CHANGE
Target $195
JEFF
Buy
Salesforce price target raised to $195 ahead of Dreamforce at Jefferies
Jefferies analyst Brent Thill said his survey of 53 Salesforce partners ahead of the company's Dreamforce event was "generally positive" and he believes expectations for Q3 and FY20 seem reasonable while the the risk-reward for the stock is favorable at current levels. He expects the company to give long-term guidance updates at Dreamforce and would not be surprised if Salesforce chose to pre-announce revenue and EPS ahead of the Investor Day next week, Thill said. Adding that he thinks the pipeline "remains robust," Thill keeps a Buy rating on Salesforce and raised his price target on the stock to $195 from $171.
11/19/19
ADAM
11/19/19
NO CHANGE
Target $70
ADAM
Buy
Canaccord says 'stay the course' with Five9 after Salesforce Cloud Voice reveal
Canaccord analyst David Hynes Jr. noted that Salesforce (CRM) revealed Service Cloud Voice, which is expected to be in pilot by February 2020 and generally available in June 2020, at its Dreamforce event. While it's unclear at this point what impact, if any, this could have on Salesforce's enterprise referral relationship with Five9 (FIVN) and he is not surprised to see the latter trading modestly lower today, Hynes Jr. recommends investors "stay the course" with Five9. To support his call for patience, Hynes Jr. stated that Five9 is "undeniably a leader" in delivering integrated telephony capabilities in the cloud, said that Salesforce's chosen out-of-the-box telephony partner, Amazon Connect, has "proven to date to have had little traction in enterprise markets," and argued that similar announcements from Five9 partners in the past - such as Zendesk Talk powered by Twilio - have had little impact on Five9's enterprise momentum. He keeps a Buy rating and $70 price target on Five9 shares, which are down 3% to $62.76 at time of writing.
11/20/19
MSCO
11/20/19
NO CHANGE
Target $180
MSCO
Overweight
Salesforce continues finding ways to grow, says Morgan Stanley
Morgan Stanley analyst Keith Weiss said his talks with partners and competitors at the Dreamforce annual user conference reinforced his belief that Salesforce still has a long runway for sustainable growth, contrary to investor concerns that the mature Sales and Service Clouds are "running out of steam." He left the event incrementally more confident in Salesforce's ability to continue with 20%+ revenue growth, citing partners' positive views on industry verticals solutions, customer success with adopting multiple clouds from Salesforce and customers buying AI-driven products from Salesforce, Weiss tells investors. He keeps an Overweight rating and $180 price target on Salesforce shares.

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Boeing

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Xcel Energy

$62.27

0.91 (1.48%)

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AQUA

Evoqua Water

$19.53

-0.6 (-2.98%)

18:38
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Evoqua Water analyst commentary at Stifel »

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Bluescope Steel

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Bluescope Steel

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Bluescope Steel rating change at Macquarie »

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SAGE

Sage Therapeutics

$72.82

0.23 (0.32%)

16:36
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Stifel adds Sage to Select List, says SAGE-217 will generate billions »

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DD

DuPont

$64.79

-1.39 (-2.10%)

16:10
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Earnings
DuPont sees 2019 operating EBITDA at low end of guidance range »

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IFF

IFF

$134.01

-0.55 (-0.41%)

16:07
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Earnings
IFF affirms existing 2019 guidance for sales and earnings »

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IFF

IFF

$134.01

-0.55 (-0.41%)

16:05
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Hot Stocks
IFF, DuPont unit see revenue growth in mid-single digits over long term »

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HAS

Hasbro

$103.99

1.085 (1.05%)

, MAT

Mattel

$13.35

0.58 (4.54%)

16:03
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On The Fly
Week in review: How Trump's policies moved stocks »

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HAS

Hasbro

$103.99

1.085 (1.05%)

MAT

Mattel

$13.35

0.58 (4.54%)

FNKO

Funko

$15.16

0.23 (1.54%)

JAKK

JAKKS Pacific

$0.94

-0.0244 (-2.54%)

BBW

Build-A-Bear

$2.70

-0.05 (-1.82%)

MAS

Masco

$47.00

-0.44 (-0.93%)

FBHS

Fortune Brands

$65.09

-0.42 (-0.64%)

SPY

SPDR S&P 500 ETF Trust

$317.27

0.13 (0.04%)

SPX

S&P 500

$0.00

(0.00%)

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IFF

IFF

$134.01

-0.55 (-0.41%)

16:03
12/15/19
12/15
16:03
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16:03
Hot Stocks
IFF to merge with DuPont's Nutrition & Biosciences unit via Reverse Morris Trust »

IFF (IFF) and DuPont (DD)…

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IFF

International Flavors

$134.01

-0.55 (-0.41%)

, DD

DuPont

$64.79

-1.39 (-2.10%)

15:58
12/15/19
12/15
15:58
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15:58
Hot Stocks
Breaking Hot Stocks news story on International Flavors, DuPont »

DuPont to receive…

IFF

International Flavors

$134.01

-0.55 (-0.41%)

DD

DuPont

$64.79

-1.39 (-2.10%)

03/08/13
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IFF

International Flavors

$134.01

-0.55 (-0.41%)

, DD

DuPont

$64.79

-1.39 (-2.10%)

15:58
12/15/19
12/15
15:58
12/15/19
15:58
Hot Stocks
Breaking Hot Stocks news story on International Flavors, DuPont »

DuPont holders will own…

IFF

International Flavors

$134.01

-0.55 (-0.41%)

DD

DuPont

$64.79

-1.39 (-2.10%)

03/08/13
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IFF

International Flavors

$134.01

-0.55 (-0.41%)

, DD

DuPont

$64.79

-1.39 (-2.10%)

15:57
12/15/19
12/15
15:57
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15:57
Recommendations
International Flavors, DuPont analyst commentary  »

International Flavors to…

IFF

International Flavors

$134.01

-0.55 (-0.41%)

DD

DuPont

$64.79

-1.39 (-2.10%)

03/08/13
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BILL

Bill.com

$38.59

3.09 (8.70%)

, EH

Ehang

$12.87

0.39 (3.13%)

15:25
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On The Fly
Opening Day: XP finishes first week higher, Sprout Social lower »

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BILL

Bill.com

$38.59

3.09 (8.70%)

EH

Ehang

$12.87

0.39 (3.13%)

HCCO

Healthcare Merger Corp.

$0.00

(0.00%)

OCFT

OneConnect

$10.08

(0.00%)

SPT

Sprout Social

$16.76

(0.00%)

XP

XP

$37.61

3.235 (9.41%)

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SNE

Sony

$67.60

0.285 (0.42%)

, SCOR

comScore

$4.63

-0.41 (-8.13%)

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Hot Stocks
Sony's 'Jumanji' tops weekend box office with $60.1M in sales »

Sony's (SNE)…

SNE

Sony

$67.60

0.285 (0.42%)

SCOR

comScore

$4.63

-0.41 (-8.13%)

DIS

Disney

$146.37

0.4 (0.27%)

LGF.A

Lionsgate

$9.68

-0.315 (-3.15%)

LGF.B

Lionsgate

$9.00

-0.35 (-3.74%)

T

AT&T

$38.24

-0.11 (-0.29%)

CMCSA

Comcast

$43.59

0.57 (1.33%)

CMCSK

Comcast

$0.00

(0.00%)

03/08/13
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DLTR

Dollar Tree

$93.59

1.04 (1.12%)

, DG

Dollar General

$154.75

-0.885 (-0.57%)

14:31
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14:31
Periodicals
Local governments want dollar stores selling fresh food, WSJ reports »

Local governments across…

DLTR

Dollar Tree

$93.59

1.04 (1.12%)

DG

Dollar General

$154.75

-0.885 (-0.57%)

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ELUXY

Electrolux

$0.00

(0.00%)

14:25
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Electrolux sees $70M charge in Q4 from North America consolidation »

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BCS

Barclays

$9.74

0.655 (7.21%)

, BP

BP

$36.95

-0.005 (-0.01%)

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Barclays, BP, Amadeus IT Group, Anglo American, BT Group, Carlsberg, Demant, E.ON, Intertek, Novartis, Persimmon, Puma, RSA Insurance, Koninklijke Vopak, Hammerson, NMC Health, Reckitt Benckiser, Renault analyst commentary  »

Jefferies gives European…

BCS

Barclays

$9.74

0.655 (7.21%)

BP

BP

$36.95

-0.005 (-0.01%)

AMADY

Amadeus IT Group

$0.00

(0.00%)

NGLOY

Anglo American

$0.00

(0.00%)

BT

BT Group

$0.00

(0.00%)

CABGY

Carlsberg

$0.00

(0.00%)

WILYY

Demant

$0.00

(0.00%)

EONGY

E.ON

$0.00

(0.00%)

IKTSY

Intertek

$0.00

(0.00%)

NVS

Novartis

$93.00

-0.055 (-0.06%)

PSMMY

Persimmon

$0.00

(0.00%)

PUMSY

Puma

$0.00

(0.00%)

RSNAY

RSA Insurance

$0.00

(0.00%)

VOPKY

Koninklijke Vopak

$0.00

(0.00%)

HMSNF

Hammerson

$0.00

(0.00%)

NMHLY

NMC Health

$0.00

(0.00%)

RBGLY

Reckitt Benckiser

$0.00

(0.00%)

RNLSY

Renault

$0.00

(0.00%)

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SNE

Sony

$67.60

0.285 (0.42%)

, SCOR

comScore

$4.63

-0.41 (-8.13%)

05:55
12/15/19
12/15
05:55
12/15/19
05:55
Hot Stocks
Sony's 'Jumanji' tops weekend box office with $60.1M in sales »

Sony's (SNE)…Reference Link

SNE

Sony

$67.60

0.285 (0.42%)

SCOR

comScore

$4.63

-0.41 (-8.13%)

DIS

Disney

$146.37

0.4 (0.27%)

LGF.A

Lionsgate

$9.68

-0.315 (-3.15%)

LGF.B

Lionsgate

$9.00

-0.35 (-3.74%)

T

AT&T

$38.24

-0.11 (-0.29%)

CMCSA

Comcast

$43.59

0.57 (1.33%)

CMCSK

Comcast

$0.00

(0.00%)

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  • 23

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AOBC

American Outdoor Brands

$9.23

-0.04 (-0.43%)

, AVCO

Avalon GloboCare

$2.27

-0.06 (-2.58%)

04:55
12/15/19
12/15
04:55
12/15/19
04:55
Conference/Events
Roth Capital to hold a conference »

8th Annual ROTH Deer…

AOBC

American Outdoor Brands

$9.23

-0.04 (-0.43%)

AVCO

Avalon GloboCare

$2.27

-0.06 (-2.58%)

BBSI

Barrett Business

$93.18

1.82 (1.99%)

BNGO

Bionano Genomics

$1.02

0.01 (0.99%)

IRMD

iRadimed

$25.25

-0.52 (-2.02%)

FC

Franklin Covey

$35.21

-0.57 (-1.59%)

NBEV

New Age Beverages

$1.91

-0.015 (-0.78%)

WATT

Energous

$1.99

(0.00%)

EAST

Eastside Distilling

$2.79

-0.12 (-4.12%)

DCTH

Delcath Systems

$0.00

(0.00%)

BOOM

DMC Global

$52.89

0.64 (1.22%)

CLAR

Clarus

$13.47

-0.02 (-0.15%)

JRSH

Jerash Holdings

$6.46

(0.00%)

MCHX

Marchex

$3.68

0.03 (0.82%)

JYNT

Joint Corp.

$17.37

0.28 (1.64%)

SOLY

Soliton

$10.35

-0.005 (-0.05%)

SMSI

Smith Micro

$4.66

0.095 (2.08%)

PWFL

PowerFleet

$6.10

0.05 (0.83%)

OSIS

OSI Systems

$100.60

0.63 (0.63%)

LOVE

Lovesac

$10.80

-1.01 (-8.55%)

VERI

Veritone

$2.73

-0.1 (-3.53%)

WTER

Alkaline Water

$1.09

-0.01 (-0.91%)

03/08/13
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    Jan

PNC

PNC Financial

$158.60

-0.3 (-0.19%)

, PYPL

PayPal

$107.68

2.01 (1.90%)

13:57
12/14/19
12/14
13:57
12/14/19
13:57
Periodicals
PNC clients having trouble connecting to PayPal's Venmo, WSJ reports »

Many of PNC…

PNC

PNC Financial

$158.60

-0.3 (-0.19%)

PYPL

PayPal

$107.68

2.01 (1.90%)

03/08/13
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