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VMW

VMware

$152.12 /

+0.115 (+0.08%)

, AKAM

Akamai

$93.93 /

-0.72 (-0.76%)

06:13
01/15/20
01/15
06:13
01/15/20
06:13

Piper introduces long VMware, short Juniper pair trade into Q4 results

Piper Sandler analyst James Fish says his Q4 Infrastructure and Communication Software channel survey of 35 partners skewed more positively towards software-led vendors over hardware infrastructure players. The channel survey would suggest earnings upside is most likely for VMware (VMW), Akamai (AKAM), and Nutanix (NTNX), with VMware, Nutanix and Cisco Systems (CSCO) having the strongest pipelines, Fish tells investors in a research note. The analyst remains most concerned about Juniper Networks (JNPR), NetScout (NTCT), and Commvault (CVLT) for a miss in Q4. Fish's top picks remain Akamai, Cloudflare (NET), and RingCentral (RNG), though the survey results make him "incrementally more positive" on VMware, Zoom Video (ZM), and Arista Networks (ANET). The survey makes him "incrementally more negative" on LogMeln (LOGM), Juniper and Commvault. Fish also introduced a pair trade idea of long VMware, short Juniper into the Q4 earnings reports given the survey's results.

VMW

VMware

$152.12 /

+0.115 (+0.08%)

AKAM

Akamai

$93.93 /

-0.72 (-0.76%)

NTNX

Nutanix

$34.99 /

-0.05 (-0.14%)

CSCO

Cisco

$47.78 /

-0.17 (-0.35%)

JNPR

Juniper

$24.47 /

-0.085 (-0.35%)

NTCT

NetScout

$25.10 /

-0.09 (-0.36%)

CVLT

Commvault

$44.84 /

-0.37 (-0.82%)

NET

Cloudflare

$18.70 /

+0.365 (+1.99%)

RNG

RingCentral

$185.69 /

-1.105 (-0.59%)

ZM

Zoom Video

$73.19 /

-0.82 (-1.11%)

ANET

Arista Networks

$213.07 /

+1.89 (+0.89%)

LOGM

LogMeln

$86.10 /

+ (+0.00%)

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VMW VMware
$152.12 /

+0.115 (+0.08%)

01/10/20 JPMorgan
VMware partners more optimistic on Project Pacific than investors, says JPMorgan
12/31/19 Mizuho
VMware's Pivotal Software deal not 'particularly compelling', says Mizuho
12/10/19 Piper Sandler
VMware initiated with an Overweight at Piper Jaffray
12/05/19 BofA
F5 Networks downgraded two notches to Underperform from Buy at BofA/Merrill
AKAM Akamai
$93.93 /

-0.72 (-0.76%)

01/07/20
Fly Intel: Top five analyst upgrades
01/07/20 Guggenheim
Guggenheim upgrades Akamai to Buy on strong traffic trends
01/07/20 Guggenheim
Akamai upgraded to Buy from Neutral at Guggenheim
12/18/19 Piper Sandler
LogMeln downgraded to Neutral from Overweight at Piper Jaffray
NTNX Nutanix
$34.99 /

-0.05 (-0.14%)

11/26/19 Baird
Nutanix price target raised to $38 from $29 at Baird
11/26/19 Wells Fargo
Nutanix price target raised to $38 from $25 at Wells Fargo
11/26/19 RBC Capital
Nutanix price target raised to $38 from $32 at RBC Capital
11/26/19 Piper Sandler
Nutanix price target raised to $35 from $29 at Piper Jaffray
CSCO Cisco
$47.78 /

-0.17 (-0.35%)

01/14/20 DA Davidson
Fortinet initiated with a Buy at DA Davidson
01/14/20 BofA
TTEC Holdings initiated with a Buy at BofA
01/08/20 BofA
Cisco downgraded to Neutral at BofA on lack of catalysts in 2020
01/08/20 BofA
Cisco downgraded to Neutral from Buy at BofA
JNPR Juniper
$24.47 /

-0.085 (-0.35%)

12/23/19 Citi
Citi names Amphenol top pick, cuts Celestica to Sell into 'Year of Connectivity'
11/12/19 RBC Capital
Juniper assumed with a Sector Perform at RBC Capital
11/12/19 RBC Capital
Juniper assumed with a Sector Perform at RBC Capital
10/22/19 JPMorgan
Juniper upgraded to Neutral on stabilizing sales trends at JPMorgan
NTCT NetScout
$25.10 /

-0.09 (-0.36%)

10/11/19 Piper Sandler
NetScout downgraded to Underweight from Neutral at Piper Jaffray
04/10/19 RBC Capital
NetScout revenue shortfall due to delayed revenue recognition, says RBC Capital
04/10/19 Piper Sandler
NetScout downgraded to Neutral from Overweight at Piper Jaffray
CVLT Commvault
$44.84 /

-0.37 (-0.82%)

10/16/19 Jefferies
Commvault SaaS offering opens up 'meaningful opportunity,' says Jefferies
10/08/19 Jefferies
Commvault assumed with a Buy rating at Jefferies
07/30/19 William Blair
Commvault risk/reward favorable amid earnings selloff, says William Blair
04/30/19 Jefferies
Commvault price target lowered to $65 from $83 at Jefferies
NET Cloudflare
$18.70 /

+0.365 (+1.99%)

01/10/20 Baird
Baird sees many growth paths for Cloudflare, initiates with Outperform
01/09/20 Baird
Cloudflare initiated with an Outperform at Baird
11/08/19 Piper Sandler
Cloudflare Q3 results contained 'many positives,' says Piper Jaffray
11/04/19
Fly Intel: Top five analyst initiations
RNG RingCentral
$185.69 /

-1.105 (-0.59%)

01/13/20 Morgan Stanley
Morgan Stanley downgrades 8x8, Inc. to Equal Weight on lack of catalysts
12/12/19 JPMorgan
JPMorgan makes two downgrades, two upgrades in Software Technology
12/10/19 Piper Sandler
RingCentral initiated with an Overweight at Piper Jaffray
ZM Zoom Video
$73.19 /

-0.82 (-1.11%)

12/10/19
Fly Intel: Top five analyst initiations
12/10/19 Piper Sandler
Zoom Video initiated with a Neutral at Piper Jaffray
12/06/19 Baird
Zoom Video price target lowered to $85 from $100 at Baird
ANET Arista Networks
$213.07 /

+1.89 (+0.89%)

01/03/20 JPMorgan
CCO exit should present limited challenges for Arista, says JPMorgan
11/19/19 New Street
Arista Networks initiated with a Buy at New Street
11/12/19 RBC Capital
RBC assumes Arista at Sector Perform on cloud spend volatility concerns
LOGM LogMeln
$86.10 /

+ (+0.00%)

01/03/20
Fly Intel: Top five analyst downgrades
01/03/20
LogMeln downgraded to Sector Weight from Overweight at KeyBanc
01/02/20 KeyBanc
LogMeln downgraded to Sector Weight from Overweight at KeyBanc
12/18/19 Northland
LogMeln downgraded to Market Perform from Outperform at Northland

TODAY'S FREE FLY STORIES

Recommendations
Orion Energy price target raised to $6 from $4 at Craig-Hallum » 14:56
01/29/20
01/29
14:56
01/29/20
14:56
OESX

Orion Energy

$4.64 /

+0.355 (+8.28%)

Craig-Hallum analyst Eric…

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Periodicals
Google temporarily closes China offices over coronavirus, Verge reports » 14:54
01/29/20
01/29
14:54
01/29/20
14:54
GOOG

Alphabet

$1,465.00 /

+12.79 (+0.88%)

, GOOGL

Alphabet Class A

$1,462.20 /

+11.93 (+0.82%)

Google confirmed that is…

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Hot Stocks
Air Canada suspends flights to Beijing, Shanghai » 14:52
01/29/20
01/29
14:52
01/29/20
14:52
ACDVF

Air Canada

$0.00 /

+ (+0.00%)

Air Canada said that…

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On The Fly
Fly Intel: What to watch in Facebook earnings report » 14:51
01/29/20
01/29
14:51
01/29/20
14:51
FB

Facebook

$222.80 /

+5.01 (+2.30%)

Facebook (FB) is…

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General news
Powell: the subtle shift in language on the 2% inflation goal » 14:50
01/29/20
01/29
14:50
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14:50

Powell: the subtle shift…

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Options
Tesla options imply 15.6% move in share price post-earnings » 14:49
01/29/20
01/29
14:49
01/29/20
14:49
TSLA

Tesla

$581.84 /

+15.03 (+2.65%)

Pre-earnings options…

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General news
Fed Chair Powell opened his presser » 14:45
01/29/20
01/29
14:45
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14:45

Fed Chair Powell opened…

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General news
Fed's Powell 'not comfortable' with inflation persistently under 2% » 14:42
01/29/20
01/29
14:42
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14:42
SPY

SPDR S&P 500 ETF Trust

$328.05 /

+1.14 (+0.35%)

, SPX

S&P 500

$0.00 /

+ (+0.00%)

Fed Chair Jerome Powell…

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Hot Stocks
U.S. Steel 'applauds' collaborative USMCA adoption » 14:41
01/29/20
01/29
14:41
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14:41
X

U.S. Steel

$9.36 /

+0.175 (+1.91%)

United States Steel…

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Hot Stocks
Grand Canyon issues response to 'inaccurate and misleading' Citron report » 14:39
01/29/20
01/29
14:39
01/29/20
14:39
LOPE

Grand Canyon

$82.09 /

-2.105 (-2.50%)

On its corporate website,…

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Periodicals
Teck CEO says 'anyone's guess' whether Canada will clear Frontier, Reuters says » 14:39
01/29/20
01/29
14:39
01/29/20
14:39
TECK

Teck Resources

$13.40 /

-0.09 (-0.67%)

Teck Resources CEO Don…

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General News
Interior Department puts temporary limits on drones amid China fears » 14:38
01/29/20
01/29
14:38
01/29/20
14:38
AMBA

Ambarella

$58.69 /

-0.3 (-0.51%)

, BA

Boeing

$325.72 /

+9.1 (+2.87%)

, GPRO

GoPro

$4.22 /

-0.24 (-5.38%)

, LMT

Lockheed Martin

$436.59 /

-0.41 (-0.09%)

, AVAV

AeroVironment

$67.05 /

-0.34 (-0.50%)

U.S. Secretary of the…

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Hot Stocks
MNG Enterprises reports 5.9% stake in Lee Enterprises » 14:38
01/29/20
01/29
14:38
01/29/20
14:38
LEE

Lee Enterprises

$2.30 /

+1.05 (+84.00%)

MNG Enterprises acquired…

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General news
January FOMC statement was nearly identical to December's, with only two edits » 14:35
01/29/20
01/29
14:35
01/29/20
14:35

January FOMC statement…

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Hot Stocks
PNM Resources trading resumes  14:31
01/29/20
01/29
14:31
01/29/20
14:31
PNM

PNM Resources

$54.38 /

+0.05 (+0.09%)

 
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Earnings
Fly Intel: What to watch in Eli Lilly earnings report » 14:28
01/29/20
01/29
14:28
01/29/20
14:28
LLY

Eli Lilly

$140.93 /

+1.73 (+1.24%)

, DERM

Dermira

$18.75 /

-0.05 (-0.27%)

, INCY

Incyte

$75.05 /

-1.38 (-1.81%)

Eli Lilly (LLY) is…

Eli Lilly (LLY) is scheduled to report the results its fourth fiscal quarter before the market open on Thursday, January 30, with a conference call scheduled for 9:00 am EDT. What to watch for 1. GUIDANCE: Along with its third quarter report in late October, the drug giant raised its fiscal year 2019 earnings per share guidance to $5.75-$5.85 from $5.67-$5.77, while reaffirming its FY19 revenue view of $22B-$22.5B. For Q3, Lilly's revenue in the U.S. increased 3%, driven by 8% volume growth. 2. NEWER DRUGS LEAD GROWTH: Key growth products launched since 2014, including Trulicity, Taltz, Jardiance, Verzenio, Olumiant, Emgality, Basaglar, and Cyramza, contributed 12 percentage points of revenue growth and represented approximately 44% of total revenue in Q3. "Lilly continued to deliver strong results in the third quarter, due in large part to the growth of our newer medicines and our ability to effectively manage costs," said Eli Lilly CEO David Ricks. "Lilly's revenue growth is being driven by volume, not price, as more and more patients are benefiting from our recently launched medicines." 3. DERMIRA ACQUISITION. On January 10, Eli Lilly agreed to acquire US-based biopharmaceutical company Dermira (DERM) in a deal valued at around $1.1B. Lilly will pay $18.75 per share in cash to buy the Menlo Park-based Dermira, which develops novel therapies to treat patients with chronic skin conditions. The acquisition of Dermira will help Lilly to expand its immunology pipeline with the addition of lebrikizumab. Lebrikizumab was granted Fast Track designation from the FDA in December 2019. RECENT PIPELINE DEVELOPMENTS: Also this month, Eli Lilly jointly announced with Innovent Biologics, the results of a Phase 3 study in China; the ORIENT-11 trial of Tyvyt in combination with Alimta and platinum in first-line advanced or recurrent nonsquamous non-small cell lung cancer. The study met the predefined primary endpoint of progression-free survival, or PFS, in an interim analysis. Additionally, Eli Lilly and Incyte (INCY) announced that baricitinib met the primary endpoint in BREEZE-AD4, an investigational Phase 3 study for the treatment of adult patients with moderate to severe atopic dermatitis, or AD.

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Periodicals
L Brands in talks for PE firm Sycamore to take Victoria's Secret stake, WSJ says  14:26
01/29/20
01/29
14:26
01/29/20
14:26
LB

L Brands

$23.07 /

+2.51 (+12.21%)

 
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Hot Stocks
PNM Resources says New Mexico Supreme Court granted joint petition » 14:25
01/29/20
01/29
14:25
01/29/20
14:25
PNM

PNM Resources

$54.38 /

+0.05 (+0.09%)

The New Mexico Supreme…

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Conference/Events
Federal Reserve Chairman Powell to hold a press conference » 14:25
01/29/20
01/29
14:25
01/29/20
14:25

Federal Reserve Chairman…

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Technical Analysis
Technical Earnings Preview: Tesla » 14:24
01/29/20
01/29
14:24
01/29/20
14:24
TSLA

Tesla

$579.57 /

+12.76 (+2.25%)

There is an active…

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Periodicals
Lyft tells Bloomberg it is cutting 90 employees, or 1.6% of staff » 14:22
01/29/20
01/29
14:22
01/29/20
14:22
LYFT

Lyft

$46.96 /

-1.25 (-2.59%)

Lyft said in a statement…

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General news
Treasury Action: Treasury rates were little changed on the FOMC's stance » 14:20
01/29/20
01/29
14:20
01/29/20
14:20

Treasury Action: Treasury…

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Technical Analysis
NASDAQ market internals summary » 14:17
01/29/20
01/29
14:17
01/29/20
14:17
$NSD

NASDAQ Market Internals

$0.00 /

+ (+0.00%)

Volume is above average…

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Technical Analysis
NYSE market internals summary » 14:16
01/29/20
01/29
14:16
01/29/20
14:16
$NYE

NYSE Market Internals

$0.00 /

+ (+0.00%)

Volume is average for…

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Options
Philip Morris put volume heavy and directionally bearish » 14:15
01/29/20
01/29
14:15
01/29/20
14:15
PM

Philip Morris

$84.48 /

-0.2 (-0.24%)

Bearish flow noted in…

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