Today
Periodicals
Show Hide Related Items >> <<
10:46 Today Microsoft increases pricing for Xbox Live Gold 09:03 Today SAP, Microsoft expand partnership 01/20/21 EU fines Valve, Capcom, ZeniMax, others EUR7.8M for 'geo-blocking' practices 01/19/21 General Motors jumps 6% to $53.25 after Microsoft invests in Cruise $1,908.96 / +19.11 (+1.01%)
06:03 Today Alphabet announces plans to wind down Loon 01/19/21 Google Cloud launches Product Discovery Solutions for Retail 01/17/21 Fly Intel: Top five weekend stock stories 01/14/21 Google completes acquisition of Fitbit, commits to protect users' privacy $1,908.96 / +19.11 (+1.01%)
01/21/21 Fly Intel: Top five analyst initiations 01/20/21 Piper Sandler Alphabet assumed with an Overweight at Piper Sandler 01/19/21 JPMorgan JPMorgan says buy 'FANG' stocks amid 'fatigue and frustration' 01/15/21 MoffettNathanson Alphabet price target raised to $2,100 from $1,900 at MoffettNathanson $1,902.03 / +19.63 (+1.04%)
01/19/21 KeyBanc Alphabet price target to $2,060 from $1,970 at KeyBanc 09:31 Today RBC Capital Varonis price target raised to $200 from $165 at RBC Capital 01/21/21 Goldman Sachs Microsoft initiated with a Buy at Goldman Sachs 01/21/21 Cleveland Research Microsoft demand beat expectations in December quarter, says Cleveland Research 01/21/21 Evercore ISI Evercore boosts Microsoft target, adds to 'tactical outperform list' 10/27/20 Microsoft sees Q2 Productivity and Business Processes revenue $12.75B-$13B 10/27/20 Microsoft reports Q1 EPS $1.82, consensus $1.54 10/27/20 Notable companies reporting after market close 07/22/20 Microsoft reports Q4 EPS $1.46, consensus $1.37 $1,902.03 / +19.63 (+1.04%)
10/29/20 Alphabet CFO sees signs user behavior beginning to return to normalized level $1,908.96 / +19.11 (+1.01%)
10/29/20 Alphabet reports Q3 Traffic Acquisition Costs $8.17B vs. $7.49B a year ago 10/29/20 Alphabet reports Q3 Google Cloud revenue $3.44B vs. $2.38B a year ago 10/29/20 Alphabet reports Q3 Google advertising revenue $37.1B vs. $33.8B a year ago 10/29/20 Alphabet reports Q3 EPS $16.40, consensus $11.29 01/19/21 FireEye releases tool for auditing networks after SolarWinds hack, ZDNet says 01/14/21 IBM buying cloud computing consultant Taos Mountain, WSJ reports 01/13/21 Lucasfilm partners with Ubisoft to make open-world 'Star Wars' game, Wired says 01/12/21 Microsoft, others near deals for prime office space in Florida, BI reports $1,902.03 / +19.63 (+1.04%)
01/20/21 Google probes actions of ethical AI leader Margaret Mitchell, Axios reports $1,908.96 / +19.11 (+1.01%)
10:42 Today Waymo CEO: Tesla Autopilot will fall short of full autonomy, Bloomberg reports 06:11 Today Google threatens to close search engine in Australia over news plans, FT reports 01/20/21 Trump pardons engineer Google said stole secrets for Uber, Ars Technica says 01/20/21 EU seeks info from advertisers about Google's ad tech practices, Reuters says 09:34 Today Disney, Ford upgrades among today's top calls on Wall Street 01/19/21 Fly Intel: Wall Street's top stories for Tuesday 01/19/21 Fly Intel: Wall Street's top stories at midday $1,908.96 / +19.11 (+1.01%)
01/21/21 Snap initiation, PayPal upgrade among today's top calls on Wall Street 01/20/21 #SocialStocks: Facebook could be in focus under new administration 01/19/21 Game On: An exclusive talk with The Game Bakers' Emeric Thoa 01/13/21 #SocialStocks: Social Media cancels Trump, Amazon cuts off Parler 12/17/20 Notable open interest changes for December 17th 11/11/20 Notable open interest changes for November 11th 10/28/20 Notable open interest changes for October 28th 10/27/20 Notable open interest changes for October 27th $1,902.03 / +19.63 (+1.04%)
01/20/21 Early notable gainers among liquid option names on January 20th 10/21/20 Unusually active option classes on open October 21st 08/27/20 Alphabet Class A call volume above normal and directionally bullish $1,908.96 / +19.11 (+1.01%)
11/10/20 Alphabet call volume above normal and directionally bullish 10/30/20 Early notable gainers among liquid option names on October 30th
Hot Stocks
Microsoft said it will …
Microsoft said it will be making price adjustments for Xbox Live Gold, its online play subscription service, in select markets. In many markets, the price of Xbox Live Gold has not changed for years and in some markets, it hasn't changed for over 10 years. "If you're an existing online 12-month or 6-month Xbox Live Gold member, there's no price change. If you choose to renew your membership, it will renew at the current price," the company said. "The price of a 1-month Gold membership is increasing $1 USD and the price of a 3-month membership is increasing $5 USD or the equivalent amount in your local market. If you'd like to upgrade your Gold membership to Xbox Game Pass Ultimate your remaining Gold time will also convert directly to Ultimate (up to 36 months). For example, if you have 11 months of Xbox Live Gold now, and you upgrade to Xbox Game Pass Ultimate, those 11 months convert to 11 months of Ultimate at no additional cost. Members have already been notified in some regions. If you're in a region where prices are being adjusted, you will receive an email and a message center notification over the next month letting you know what the new pricing is for your membership. Going forward, new pricing will be 1-month for $10.99, 3-months for $29.99, and 6-months for $59.99, or your local market equivalent. You can always visit your account to manage your membership, and prices won't adjust until at least 45 days after you receive the messages." Reference Link
Show Hide Related Items >> <<
09:03 Today SAP, Microsoft expand partnership 01/20/21 EU fines Valve, Capcom, ZeniMax, others EUR7.8M for 'geo-blocking' practices 01/19/21 General Motors jumps 6% to $53.25 after Microsoft invests in Cruise 01/19/21 General Motors, Cruise announce long-term relationship with Microsoft 09:31 Today RBC Capital Varonis price target raised to $200 from $165 at RBC Capital 01/21/21 Goldman Sachs Microsoft initiated with a Buy at Goldman Sachs 01/21/21 Cleveland Research Microsoft demand beat expectations in December quarter, says Cleveland Research 01/21/21 Evercore ISI Evercore boosts Microsoft target, adds to 'tactical outperform list' 10/27/20 Microsoft sees Q2 Productivity and Business Processes revenue $12.75B-$13B 10/27/20 Microsoft reports Q1 EPS $1.82, consensus $1.54 10/27/20 Notable companies reporting after market close 07/22/20 Microsoft reports Q4 EPS $1.46, consensus $1.37 01/19/21 FireEye releases tool for auditing networks after SolarWinds hack, ZDNet says 01/14/21 IBM buying cloud computing consultant Taos Mountain, WSJ reports 01/13/21 Lucasfilm partners with Ubisoft to make open-world 'Star Wars' game, Wired says 01/12/21 Microsoft, others near deals for prime office space in Florida, BI reports 09:34 Today Disney, Ford upgrades among today's top calls on Wall Street 01/19/21 Fly Intel: Wall Street's top stories for Tuesday 01/19/21 Fly Intel: Wall Street's top stories at midday 01/19/21 Game On: An exclusive talk with The Game Bakers' Emeric Thoa 12/17/20 Notable open interest changes for December 17th 11/11/20 Notable open interest changes for November 11th 10/28/20 Notable open interest changes for October 28th 10/27/20 Notable open interest changes for October 27th
Options
Notable gainers among…
Notable gainers among liquid option names this morning include XL Fleet (XL) $20.20 +1.01, Xilinx (XLNX) $146.73 +5.70, Danaher (DHR) $237.84 +4.75, Salesforce (CRM) $226.50 +4.33, and Incyte (INCY) $95.72 +1.81.
Show Hide Related Items >> <<
12/01/20 Xilinx acquires Falcon Computing Solutions 11/18/20 Xilinx works with Texas Instruments to develop DFE radio application solutions 10/27/20 Su says both AMD, Xilinx doing well, combining 'winning teams' 10/27/20 AMD CEO says can 'define the future of high performance computing' with deal 01/04/21 XL Fleet falls -14.5% 12/31/20 Exelon reports 5.3% passive stake in XL Fleet 12/23/20 XL Fleet trading resumes after volatility halt, shares up 62% to $28.34 12/23/20 XL Fleet rises 44.2% 01/12/21 MorphoSys, Incyte say Health Canada accepts tafasitamab new drug submission 12/30/20 Incyte and Cellenkos in global pact for development for CK0804 in MF patients 12/14/20 Incyte announces RUXCOVID study of ruxolitinib did not meet primary endpoint 12/11/20 Lilly, Incyte say NEJM publishes results from Adaptive COVID-19 treatment trial 01/13/21 Danaher expects Q4 revenue up approx. 38.5% y-o-y, consensus $6.44B 12/21/20 Danaher names Jose-Carlos Gutierrez-Ramos as Chief Scientific Officer 12/18/20 Danaher operating company launches COVID-19 antigen test 11/23/20 Danaher's Beckman Coulter launches SARS-CoV-2 IgG II antibody test 01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 05:45 Today BTIG XL Fleet initiated with a Buy at BTIG 12/30/20 Rosenblatt Activist a 'new stage in the Intel journey of decline,' says Rosenblatt 12/28/20 Mizuho Xilinx price target raised to $150 from $112 at Mizuho 12/17/20 Deutsche Bank Xilinx price target raised to $155 from $143 at Deutsche Bank 11/23/20 RBC Capital AMD price target raised to $100 from $92 at RBC Capital 01/06/21 Cowen Danaher named a top diversified pick at Cowen 01/04/21 Evercore ISI Danaher added to Core Ideas List at Evercore ISI 12/02/20 Goldman Sachs Danaher initiated with a Buy at Goldman Sachs 11/25/20 RBC Capital Danaher downgraded to Sector Perform from Outperform at RBC Capital 01/21/21 Goldman Sachs Salesforce initiated with a Buy at Goldman Sachs 01/15/21 Credit Suisse Salesforce price target raised to $260 from $245 at Credit Suisse 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 01/07/21 Truist Incyte initiated with a Buy at Truist 01/07/21 Truist Incyte initiated with a Buy at Truist 01/04/21 Guggenheim Incyte upgraded to Buy from Neutral at Guggenheim 11/06/20 RBC Capital Incyte price target lowered to $86 from $96 at RBC Capital 10/21/20 Xilinx sees Q3 revenue $750M-$800M, consensus $772.28M 10/21/20 Xilinx reports Q2 EPS 82c, consensus 74c 10/21/20 Notable companies reporting after market close 07/30/20 Xilinx sees Q2 revenue $730M-$780M, consensus $730.26M 11/05/20 Incyte reports Q3 EPS 23c, consensus 75c 08/04/20 Incyte reports Q2 EPS $1.24, consensus 87c 08/03/20 Notable companies reporting before tomorrow's open 10/22/20 Danaher reports Q3 adj. EPS 1.72, consensus $1.36 10/21/20 Notable companies reporting before tomorrow's open 07/23/20 Danaher reports Q2 EPS $1.44, consensus $1.09 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c
Options
Unusual total active…
Unusual total active option classes on open include: BTWN (BTWN), Ally Financial (ALLY), IPOD (IPOD), Advanced Micro (AMD), Schlumberger (SLB), Oracle (ORCL), Nokia (NOK), Salesforce (CRM), Bed Bath & Beyond (BBBY), and Invesco Mortgage (IVR).
Show Hide Related Items >> <<
06:59 Today Schlumberger sees 'clear path' to double-digit margins in North America in 2021 06:55 Today Schlumberger sees FY21 capital investment $1.5B-$1.7B 06:52 Today Schlumberger CEO says 'concluded the year posting very strong fourth-quarter' 06:50 Today Schlumberger reports Q4 cash flow from operations $878M, free cash flow $554M 01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 12/29/20 Alpha One Capital's Dan Niles likes JPMorgan, Oracle, Magna Intl, Gan Ltd in '21 12/28/20 Elon Musk in Hawaii to 'seek some advice' from Larry Ellison 12/17/20 Walmart to roll out livestream shopping feature on TikTok 01/14/21 Nokia selected for U.S. Federal 5G Cybersecurity Project 01/14/21 Google Cloud, Nokia partner to accelerate cloud-native 5G readiness 01/14/21 Nokia, T-Mobile continue 5G partnership with five-year deal 01/13/21 T-Mobile announces five-year agreements with Ericsson, Nokia 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 01/19/21 Bed Bath & Beyond completes sale of Cost Plus World Market to Kingswood 01/07/21 Bed Bath & Beyond drops 11% to $18.61 after Q3 results, guidance miss estimates 01/07/21 Bed Bath & Beyond: Guidance assumes flat comparable sales in FY21 01/07/21 Bed Bath & Beyond: Digital comp sales up 94% in Q3, store comp sales down 14% 01/17/21 Fly Intel: Top five weekend stock stories 01/12/21 AMD announces ful portfolio of AMD Ryzen 5000 Series mobile processors 01/12/21 AMD shares slightly higher after CEO's keynote at CES 01/06/21 AMD promotes Darren Grasby to chief sales officer, Devinder Kumar to CFO 07:37 Today Ally Financial reports Q4 net interest margin 2.90%, up 26 bps y/y 01/12/21 Ally Financial announces $1.6B share repurchase plan, declares dividend of 19c 12/08/20 Ally Financial: Core trends 'look really strong' across the bank 12/08/20 Ally Financial sees mid-teens returns over next 1-2 years 01/19/21 JPMorgan Ally Financial price target raised to $47 from $32 at JPMorgan 01/13/21 Janney Montgomery Scott Ally Financial price target raised to $45 from $40 at Janney Montgomery Scott 01/13/21 Credit Suisse Ally Financial price target raised to $42 from $34 at Credit Suisse 01/13/21 Citi Ally Financial price target raised to $45 from $33 at Citi IPOD Social Capital Hedosophia Holdings Corp. IV 08:59 Today Truist Intel price target raised to $64 from $60 at Truist 01/14/21 Cowen AMD price target raised to $110 from $100 at Cowen 01/14/21 BMO Capital Intel upgraded to Outperform from Market Perform at BMO Capital 01/14/21 BMO Capital AMD downgraded to Underperform from Market Perform at BMO Capital 12/18/20 JPMorgan Schlumberger price target raised to $21 from $19 at JPMorgan 12/15/20 Citi Schlumberger price target raised to $30 from $25 at Citi 12/10/20 HSBC Schlumberger downgraded to Reduce from Hold at HSBC 11/30/20 Susquehanna Susquehanna raises targets across Oilfield Services on cyclical rebound 01/21/21 Goldman Sachs Oracle initiated with a Sell at Goldman Sachs 12/18/20 Fly Intel: Top five analyst upgrades 12/18/20 Monness Crespi Monness Crespi upgrades 'value play' Oracle to Buy with $82 price target 12/18/20 Monness Crespi Oracle upgraded to Buy from Neutral at Monness Crespi 01/14/21 Barclays Nokia price target raised to EUR 3.15 from EUR 2.90 at Barclays 01/13/21 UBS Nokia price target raised to EUR 4.40 from EUR 4.10 at UBS 01/12/21 Deutsche Bank Nokia price target raised to EUR 4 from EUR 3.50 at Deutsche Bank 12/14/20 Credit Suisse Nokia price target lowered to EUR 2.95 from EUR 3.05 at Credit Suisse 01/21/21 Goldman Sachs Salesforce initiated with a Buy at Goldman Sachs 01/15/21 Credit Suisse Salesforce price target raised to $260 from $245 at Credit Suisse 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 01/08/21 Wedbush Bed Bath & Beyond Q3 results 'mixed,' says Wedbush 01/08/21 Baird Bed Bath & Beyond elevated to Fresh Pick at Baird 01/05/21 Baird Bed Bath & Beyond Q3 expectations remain low, says Baird 10/29/20 Fly Intel: Top five analyst upgrades 12/14/20 Jefferies Invesco Mortgage initiated with an Underperform at Jefferies 06/30/20 BofA Invesco Mortgage initiated with an Underperform at BofA 06/09/20 Barclays Invesco Mortgage price target raised to $4 from $2 at Barclays 05/27/20 Barclays Invesco Mortgage downgraded to Underweight on book value erosion at Barclays 06:50 Today Schlumberger reports Q4 adjusted EPS 22c, consensus 17c 10/16/20 Schlumberger reports Q3 adjusted EPS 16c, consensus 12c 12/10/20 Oracle sees Q3 revenue up 1%-3% in constant FX, up 2%-4% in USD 12/10/20 Oracle sees Q3 EPS up 10%-14% to $1.06-$1.10 at constant FX, consensus $1.04 12/10/20 Oracle reports Q2 adjusted EPS $1.06, consensus $1.00 12/10/20 Notable companies reporting after market close 10/29/20 Nokia reports Q3 non-IFRS EPS EUR0.05 vs. EUR0.05 last year 07/31/20 Nokia raises FY20 non-IFRS EPS view to EUR0.25 plus or minus EUR0.05 07/31/20 Nokia reports Q2 non-IFRS EPS EUR0.06 vs. EUR0.05 last year 11/09/20 Invesco Mortgage reports Q3 core EPS 6c, two estimates 1c 08/06/20 Invesco Mortgage reports Q2 EPS ($1.80), consensus (46c) 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c 01/07/21 Bed Bath & Beyond sees FY21 revenue $8B-$8.2B, consensus $9.61B 01/07/21 Bed Bath & Beyond sees Q4 revenue down double-digit percent, consensus $2.92B 01/07/21 Bed Bath & Beyond reports Q3 adjusted EPS 8c, consensus 19c 01/06/21 Notable companies reporting before tomorrow's open 10/27/20 AMD boosts FY20 revenue growth view to 41% vs. 2019, consensus $8.92B 10/27/20 AMD sees Q4 revenue approximately $3B, plus or minus $100M 10/27/20 AMD reports Q3 adjusted EPS 41c, consensus 35c 07/28/20 AMD sees FY20 revenue growth of approximately 32% 07:31 Today Ally Financial reports Q4 adjusted EPS $1.60, consensus $1.05 01/21/21 Notable companies reporting before tomorrow's open 10/16/20 Ally Financial reports Q3 adjusted EPS $1.25, consensus 68c
On The Fly
Show Hide Related Items >> <<
01/19/21 Netflix says 'super proud' of free cash flow 01/19/21 Netflix says not necessarily through the 'pull forward' of 2020 01/19/21 Netflix says 'very close to being sustainably FCF positive' 09:03 Today SAP, Microsoft expand partnership 01/20/21 EU fines Valve, Capcom, ZeniMax, others EUR7.8M for 'geo-blocking' practices 01/19/21 General Motors jumps 6% to $53.25 after Microsoft invests in Cruise 01/19/21 General Motors, Cruise announce long-term relationship with Microsoft 12/28/20 iBio appoints Martin Brenner as CSO 11/24/20 iBio issued U.S. patent covering endostatin peptides for treating fibrosis 11/03/20 iBio appoints Randy Maddux as COO 10/15/20 iBio appoints Alexandra Kropotova to board of directors 01/21/21 Ford sees 2020 underfunded status for pension of about $6.7B 01/21/21 Ford to replace Takata airbag inflators in certain models at cost of $610M 01/19/21 EU passenger car registrations down 3.3% in December 01/11/21 Ford to stop manufacturing in Brazil, sees pre-tax special item charges of $4.1B 12/08/20 Porch.com appoints Matthew Cullen as general counsel, secretary 11/13/20 Third Point takes stake in PG&E, boosts Alibaba stake, exits Baxter 11/04/20 Expedia: July was down in lodgings and gross bookings 11/04/20 Expedia reports Q3 room night growth down 58% 01/19/21 Netflix says past year 'testament' to company's approach 01/13/21 Ubisoft confirms collaboration with Lucasfilm on open-world 'Star Wars' game 01/08/21 Epic Games acquires RAD Game Tools, terms not disclosed 01/06/21 Digital video game sales rose 12% y/y to $126.6B in 2020, says SuperData $180.14 / +18.34 (+11.33%)
01/13/21 Airbnb to cancel reservations in D.C. area during Inauguration week 01/11/21 Airbnb says its PAC will 'withhold support' from those who opposed certification 01/10/21 Fly Intel: Top five weekend stock stories 12/23/20 IBM, Airbnb announce settlement in patent litigation 05:58 Today UBS Disney upgraded to Buy from Neutral at UBS 01/21/21 Needham ViacomCBS price target raised to $55 from $36 at Needham 01/21/21 Argus Disney price target raised to $200 from $145 at Argus 01/15/21 MoffettNathanson Disney price target raised to $180 from $160 at MoffettNathanson 09:18 Today JPMorgan JPMorgan upgrades Ford to Overweight ahead of 'hot new products' 05:31 Today JPMorgan Ford upgraded to Overweight from Neutral at JPMorgan 01/20/21 Deutsche Bank Ford price target raised to $11 from $9 at Deutsche Bank 01/20/21 Deutsche Bank Ford named 'Catalyst Call: Buy Idea' at Deutsche Bank 09:31 Today RBC Capital Varonis price target raised to $200 from $165 at RBC Capital 01/21/21 Goldman Sachs Microsoft initiated with a Buy at Goldman Sachs 01/21/21 Cleveland Research Microsoft demand beat expectations in December quarter, says Cleveland Research 01/21/21 Evercore ISI Evercore boosts Microsoft target, adds to 'tactical outperform list' 07:58 Today Wells Fargo Expedia upgraded to Overweight from Equal Weight at Wells Fargo 01/21/21 Truist Expedia price target raised to $164 from $145 at Truist 01/15/21 BTIG Expedia price target raised to $175 from $145 at BTIG 01/15/21 JMP Securities Expedia price target raised to $165 from $115 at JMP Securities $180.14 / +18.34 (+11.33%)
01/19/21 Fly Intel: Top five analyst initiations 01/19/21 Redburn Airbnb initiated with a Sell at Redburn 01/14/21 Truist Airbnb initiated with a Hold at Truist 01/21/21 Cantor Fitzgerald Cantor starts 'under the radar' iBio with Overweight, $3 target 01/21/21 Cantor Fitzgerald iBio initiated with an Overweight at Cantor Fitzgerald 11/18/20 Alliance Global Partners iBio price target lowered to $2 from $3.10 at Alliance Global Partners 08/11/20 Alliance Global Partners iBio price target raised to $6.65 from $2.55 at Alliance Global Partners 01/21/21 DZ Bank Netflix upgraded to Buy from Hold at DZ Bank 01/20/21 Fly Intel: Top five analyst upgrades 01/19/21 Netflix sees Q1 EPS $2.97, consensus $2.10 01/19/21 Netflix reports Q4 EPS $1.19, consensus $1.39 01/19/21 Notable companies reporting after market close 10/20/20 Netflix sees Q4 EPS $1.35, consensus 94c 10/27/20 Microsoft sees Q2 Productivity and Business Processes revenue $12.75B-$13B 10/27/20 Microsoft reports Q1 EPS $1.82, consensus $1.54 10/27/20 Notable companies reporting after market close 07/22/20 Microsoft reports Q4 EPS $1.46, consensus $1.37 10/28/20 Ford sees temporarily lower F-150 wholesale shipments in Q4 10/28/20 Ford reports Q3 adjusted EBIT $3.6B 10/28/20 Ford reports Q3 adjusted EPS 65c, consensus 16c 10/28/20 Notable companies reporting after market close 11/04/20 Expedia reports Q3 adjusted EPS (22c), consensus (79c) 11/04/20 Notable companies reporting after market close 07/30/20 Expedia reports Q2 EPS ($4.09), consensus ($3.34) 07/30/20 Expedia reports Q2 adjusted EPS ($4.09), consensus ($3.34) 11/12/20 Disney sees FY21 results continuing to be affected by COVID-19 11/12/20 Disney reports Q4 EPS ex-items (20c), consensus (71c) 11/12/20 Notable companies reporting after market close 08/04/20 Disney sees FY20 CapEx roughly $700M lower than last year
Yesterday
Initiation
Goldman Sachs analyst…
Goldman Sachs analyst Kash Rangan initiated coverage of Salesforce with a Buy rating and $315 price target. Salesforce remains poised to be one of the most strategic application software companies in the $1T total addressable market cloud industry, the analyst tells investors in a research note. In spite of its size at about $25B estimated revenues in FY22, the company's current revenue performance obligation is organically growing in the high teens, Rangan states.
Show Hide Related Items >> <<
01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 01/15/21 Credit Suisse Salesforce price target raised to $260 from $245 at Credit Suisse 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 12/16/20 BofA Salesforce reinstated with a Buy at BofA 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c 12/05/20 Salesforce paying huge price for Slack, deal might not work, Barron's says 11/30/20 Salesforce deal for Slack coming tomorrow at premium, CNBC reports 11/30/20 Salesforce to acquire Slack at premium to current share price, CNBC reports 11/30/20 Salesforce acquisition of Slack to be announced tomorrow, CNBC reports 12/16/20 Microsoft reinstatement, Spotify downgrade among top calls on Wall Street 12/02/20 Fly Intel: Wall Street's top stories for Wednesday 12/02/20 #SocialStocks: Analysts unimpressed with Slack deal 12/02/20 Fly Intel: What to watch in Snowflake earnings report 12/03/20 Notable open interest changes for December 3rd 12/01/20 Salesforce options imply 9.1% move in share price post-earnings 11/27/20 Unusually active option classes on open November 27th 08/27/20 Notable open interest changes for August 27th
Initiation
Goldman Sachs analyst…
Goldman Sachs analyst Kash Rangan initiated coverage of Microsoft with a Buy rating and $285 price target. The company stands out "uniquely" with its presence across all layers of the cloud stack, the analyst tells investors in a research note. Rangan adds that Microsoft is well positioned to double its $60B commercial cloud business which includes Azure, Office 365, Dynamics, and LinkedIn Commercial into a $120B-$140B business longer term. The analyst further states that Office 365 could potentially double its installed base from over 255M to 500M given the massive number of knowledge workers worldwide.
Show Hide Related Items >> <<
01/20/21 EU fines Valve, Capcom, ZeniMax, others EUR7.8M for 'geo-blocking' practices 01/19/21 General Motors jumps 6% to $53.25 after Microsoft invests in Cruise 01/19/21 General Motors, Cruise announce long-term relationship with Microsoft 01/15/21 Activision's 'COD: Black Ops: Cold War' best-selling game of 2020, says NPD 01/21/21 Cleveland Research Microsoft demand beat expectations in December quarter, says Cleveland Research 01/21/21 Evercore ISI Evercore boosts Microsoft target, adds to 'tactical outperform list' 01/21/21 Citi Citi sees positive setup around key Microsoft metrics into results 01/20/21 JPMorgan JPMorgan boosts GM target to $63, calls 'significant contender' in autonomous 10/27/20 Microsoft sees Q2 Productivity and Business Processes revenue $12.75B-$13B 10/27/20 Microsoft reports Q1 EPS $1.82, consensus $1.54 10/27/20 Notable companies reporting after market close 07/22/20 Microsoft reports Q4 EPS $1.46, consensus $1.37 01/19/21 FireEye releases tool for auditing networks after SolarWinds hack, ZDNet says 01/14/21 IBM buying cloud computing consultant Taos Mountain, WSJ reports 01/13/21 Lucasfilm partners with Ubisoft to make open-world 'Star Wars' game, Wired says 01/12/21 Microsoft, others near deals for prime office space in Florida, BI reports 01/19/21 Fly Intel: Wall Street's top stories for Tuesday 01/19/21 Fly Intel: Wall Street's top stories at midday 01/19/21 Game On: An exclusive talk with The Game Bakers' Emeric Thoa 01/12/21 Fly Intel: Wall Street's top stories for Tuesday 12/17/20 Notable open interest changes for December 17th 11/11/20 Notable open interest changes for November 11th 10/28/20 Notable open interest changes for October 28th 10/27/20 Notable open interest changes for October 27th
Recommendations
Cleveland Research…
Cleveland Research analyst Ari Terjanian said his checks suggest demand exceeded expectations for Microsoft in the December-end quarter, with upside seen in its Azure, Server, and PC segments. In addition, Microsoft partners remain optimistic on the outlook over the next 12-18 months, according to Terjanian, who has a Buy rating on the shares.
Show Hide Related Items >> <<
01/20/21 EU fines Valve, Capcom, ZeniMax, others EUR7.8M for 'geo-blocking' practices 01/19/21 General Motors jumps 6% to $53.25 after Microsoft invests in Cruise 01/19/21 General Motors, Cruise announce long-term relationship with Microsoft 01/15/21 Activision's 'COD: Black Ops: Cold War' best-selling game of 2020, says NPD 01/21/21 Evercore ISI Evercore boosts Microsoft target, adds to 'tactical outperform list' 01/21/21 Citi Citi sees positive setup around key Microsoft metrics into results 01/20/21 JPMorgan JPMorgan boosts GM target to $63, calls 'significant contender' in autonomous 01/19/21 Morgan Stanley Microsoft called 'a top stock for the recovery' at Morgan Stanley 10/27/20 Microsoft sees Q2 Productivity and Business Processes revenue $12.75B-$13B 10/27/20 Microsoft reports Q1 EPS $1.82, consensus $1.54 10/27/20 Notable companies reporting after market close 07/22/20 Microsoft reports Q4 EPS $1.46, consensus $1.37 01/19/21 FireEye releases tool for auditing networks after SolarWinds hack, ZDNet says 01/14/21 IBM buying cloud computing consultant Taos Mountain, WSJ reports 01/13/21 Lucasfilm partners with Ubisoft to make open-world 'Star Wars' game, Wired says 01/12/21 Microsoft, others near deals for prime office space in Florida, BI reports 01/19/21 Fly Intel: Wall Street's top stories for Tuesday 01/19/21 Fly Intel: Wall Street's top stories at midday 01/19/21 Game On: An exclusive talk with The Game Bakers' Emeric Thoa 01/12/21 Fly Intel: Wall Street's top stories for Tuesday 12/17/20 Notable open interest changes for December 17th 11/11/20 Notable open interest changes for November 11th 10/28/20 Notable open interest changes for October 28th 10/27/20 Notable open interest changes for October 27th