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Initiation
VMware initiated with a Neutral at Goldman Sachs » 18:52
01/21/21
01/21
18:52
01/21/21
18:52
VMW

VMware

$134.09 /

+1.46 (+1.10%)

Goldman Sachs analyst…

Goldman Sachs analyst Kash Rangan initiated coverage of VMware with a Neutral rating and $150 price target. The analyst is confident the company can hit a $20B revenue target, though there are "several" near-term headwinds. Rangan added that VMware is the "most successful" infrastructure software company to have attained scale and profitability.

ShowHide Related Items >><<
VMW VMware
$134.09 /

+1.46 (+1.10%)

VMW VMware
$134.09 /

+1.46 (+1.10%)

01/21/21
Fly Intel: Top five analyst downgrades
01/21/21 KeyBanc
KeyBanc cuts VMware to Sector Weight ahead of 'more challenging first half'
01/21/21 KeyBanc
VMware downgraded to Sector Weight from Overweight at KeyBanc
01/15/21 Evercore ISI
Evercore adds Dell Technologies to tactical Outperform list, ups target to $85
VMW VMware
$134.09 /

+1.46 (+1.10%)

VMW VMware
$134.09 /

+1.46 (+1.10%)

VMW VMware
$134.09 /

+1.46 (+1.10%)

VMW VMware
$134.09 /

+1.46 (+1.10%)

On The Fly
Fly Intel: What to watch in Intel's earnings report » 13:12
01/21/21
01/21
13:12
01/21/21
13:12
INTC

Intel

$59.16 /

+0.5 (+0.85%)

, VMW

VMware

$132.60 /

-0.03 (-0.02%)

, TSM

TSMC

$133.52 /

+2.8 (+2.14%)

, SSNLF

Samsung

$0.00 /

+ (+0.00%)

Intel (INTC) is scheduled…

ShowHide Related Items >><<
VMW VMware
$132.60 /

-0.03 (-0.02%)

TSM TSMC
$133.52 /

+2.8 (+2.14%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

INTC Intel
$59.16 /

+0.5 (+0.85%)

INTC Intel
$59.16 /

+0.5 (+0.85%)

01/20/21 Susquehanna
Intel investors watching long term strategic direction, says Susquehanna
01/15/21 Evercore ISI
Evercore adds Dell Technologies to tactical Outperform list, ups target to $85
01/15/21 DZ Bank
Intel upgraded to Hold from Sell at DZ Bank
01/14/21
Fly Intel: Top five analyst upgrades
VMW VMware
$132.60 /

-0.03 (-0.02%)

01/21/21
Fly Intel: Top five analyst downgrades
01/21/21 KeyBanc
KeyBanc cuts VMware to Sector Weight ahead of 'more challenging first half'
01/21/21 KeyBanc
VMware downgraded to Sector Weight from Overweight at KeyBanc
TSM TSMC
$133.52 /

+2.8 (+2.14%)

01/21/21 New Street
New Street upgrades ASML to Buy given 'brave new world'
01/14/21 Needham
Intel upgraded to Buy from Hold at Needham
01/12/21
Fly Intel: Top five analyst upgrades
01/12/21 Bernstein
TSMC upgraded to Outperform from Market Perform at Bernstein
SSNLF Samsung
$0.00 /

+ (+0.00%)

01/06/21 KeyBanc
Synaptics price target raised to $120 from $100 at KeyBanc
01/06/21 KeyBanc
Qualcomm price target raised to $180 from $175 at KeyBanc
01/06/21 Craig-Hallum
STMicroelectronics price target raised to $46 from $41 at Craig-Hallum
12/17/20 Craig-Hallum
Digital Turbine price target raised to $60 from $44 at Craig-Hallum
VMW VMware
$132.60 /

-0.03 (-0.02%)

TSM TSMC
$133.52 /

+2.8 (+2.14%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

INTC Intel
$59.16 /

+0.5 (+0.85%)

VMW VMware
$132.60 /

-0.03 (-0.02%)

TSM TSMC
$133.52 /

+2.8 (+2.14%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

INTC Intel
$59.16 /

+0.5 (+0.85%)

VMW VMware
$132.60 /

-0.03 (-0.02%)

TSM TSMC
$133.52 /

+2.8 (+2.14%)

SSNLF Samsung
$0.00 /

+ (+0.00%)

INTC Intel
$59.16 /

+0.5 (+0.85%)

VMW VMware
$132.60 /

-0.03 (-0.02%)

TSM TSMC
$133.52 /

+2.8 (+2.14%)

INTC Intel
$59.16 /

+0.5 (+0.85%)

Downgrade
Fly Intel: Top five analyst downgrades » 09:54
01/21/21
01/21
09:54
01/21/21
09:54
MAXR

Maxar Technologies

$50.25 /

-4.61 (-8.40%)

, BUD

AB InBev

$67.45 /

-0.84 (-1.23%)

, DD

DuPont

$82.77 /

-1.51 (-1.79%)

, CVX

Chevron

$93.80 /

-1.57 (-1.65%)

, VMW

VMware

$132.26 /

-0.37 (-0.28%)

Catch up on today's…

Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Maxar Technologies (MAXR) downgraded to Neutral from Overweight at JPMorgan with analyst Benjamin Arnstein saying Maxar's turnaround path "has now been fully incorporated into market expectations," and it is prudent for investors to take profits, says the analyst. 2. AB InBev (BUD) downgraded to Sell from Hold at Societe Generale with analyst Toby McCullagh saying he is concerned that the recent "COVID-supported market growth" and share momentum in the U.S. will prove short-lived. 3. DuPont (DD) downgraded to Neutral from Buy at BofA with analyst Steve Byrne noting that the company is still set up for a strong earnings performance this year, but with DuPont valuation at 14-times expected EBITDA, he sees valuation as being "close to fair". 4. Chevron (CVX) downgraded to Hold from Buy at Jefferies with analyst Giacomo Romeo saying his downgrade is principally driven by valuation. 5. VMware (VMW) downgraded to Sector Weight from Overweight at KeyBanc with analyst Alex Kurtz saying the firm's CIO Survey and input from channel discussions lead him to see "a more challenging first half" for the company. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

ShowHide Related Items >><<
VMW VMware
$132.26 /

-0.37 (-0.28%)

MAXR Maxar Technologies
$50.25 /

-4.61 (-8.40%)

DD DuPont
$82.77 /

-1.51 (-1.79%)

CVX Chevron
$93.80 /

-1.57 (-1.65%)

BUD AB InBev
$67.45 /

-0.84 (-1.23%)

MAXR Maxar Technologies
$50.25 /

-4.61 (-8.40%)

01/21/21 JPMorgan
JPMorgan downgrades Maxar, says take profits after 85% rally
01/21/21 JPMorgan
Maxar Technologies downgraded to Neutral from Overweight at JPMorgan
12/11/20 Canaccord
Maxar Technologies price target raised to $40 from $36 at Canaccord
11/17/20
Fly Intel: Top five analyst upgrades
BUD AB InBev
$67.45 /

-0.84 (-1.23%)

01/21/21 Societe Generale
AB InBev downgraded to Sell from Hold at Societe Generale
01/15/21 Berenberg
AB InBev price target lowered to EUR 72.10 from EUR 75.70 at Berenberg
01/15/21 Deutsche Bank
AB InBev price target lowered to EUR 55 from EUR 60 at Deutsche Bank
01/13/21 Exane BNP Paribas
AB InBev upgraded to Neutral from Underperform at Exane BNP Paribas
DD DuPont
$82.77 /

-1.51 (-1.79%)

01/21/21 BofA
DuPont downgraded to Neutral from Buy at BofA
01/21/21 BofA
DuPont downgraded to Neutral from Buy at BofA
01/19/21 Deutsche Bank
DuPont named 'Catalyst Call: Buy Idea' at Deutsche Bank
01/14/21 JPMorgan
DuPont downgraded to Neutral, removed from Focus List at JPMorgan
CVX Chevron
$93.80 /

-1.57 (-1.65%)

01/21/21 Jefferies
Chevron downgraded to Hold from Buy at Jefferies
01/19/21 Cowen
Chevron price target raised to $99 from $90 at Cowen
01/14/21 Barclays
Chevron price target raised to $110 from $108 at Barclays
01/14/21
Fly Intel: Top five analyst upgrades
VMW VMware
$132.26 /

-0.37 (-0.28%)

01/21/21 KeyBanc
KeyBanc cuts VMware to Sector Weight ahead of 'more challenging first half'
01/21/21 KeyBanc
VMware downgraded to Sector Weight from Overweight at KeyBanc
01/15/21 Evercore ISI
Evercore adds Dell Technologies to tactical Outperform list, ups target to $85
01/14/21 UBS
VMware price target lowered to $145 from $152 at UBS
VMW VMware
$132.26 /

-0.37 (-0.28%)

MAXR Maxar Technologies
$50.25 /

-4.61 (-8.40%)

DD DuPont
$82.77 /

-1.51 (-1.79%)

CVX Chevron
$93.80 /

-1.57 (-1.65%)

BUD AB InBev
$67.45 /

-0.84 (-1.23%)

VMW VMware
$132.26 /

-0.37 (-0.28%)

CVX Chevron
$93.80 /

-1.57 (-1.65%)

BUD AB InBev
$67.45 /

-0.84 (-1.23%)

VMW VMware
$132.26 /

-0.37 (-0.28%)

MAXR Maxar Technologies
$50.25 /

-4.61 (-8.40%)

CVX Chevron
$93.80 /

-1.57 (-1.65%)

BUD AB InBev
$67.45 /

-0.84 (-1.23%)

VMW VMware
$132.26 /

-0.37 (-0.28%)

MAXR Maxar Technologies
$50.25 /

-4.61 (-8.40%)

DD DuPont
$82.77 /

-1.51 (-1.79%)

CVX Chevron
$93.80 /

-1.57 (-1.65%)

BUD AB InBev
$67.45 /

-0.84 (-1.23%)

Downgrade
KeyBanc cuts VMware to Sector Weight ahead of 'more challenging first half' » 07:21
01/21/21
01/21
07:21
01/21/21
07:21
VMW

VMware

$132.61 /

+0.405 (+0.31%)

As previously reported,…

As previously reported, KeyBanc analyst Alex Kurtz downgraded VMware to Sector Weight from Overweight with no price target, telling investors that the firm's CIO Survey and input from our channel discussions lead him to see "a more challenging first half" for the company. Kurtz, who has lowered his estimates from where they had previously been above consensus, estimates a fair value of $140 for VMware shares.

ShowHide Related Items >><<
VMW VMware
$132.61 /

+0.405 (+0.31%)

VMW VMware
$132.61 /

+0.405 (+0.31%)

01/21/21 KeyBanc
VMware downgraded to Sector Weight from Overweight at KeyBanc
01/15/21 Evercore ISI
Evercore adds Dell Technologies to tactical Outperform list, ups target to $85
01/14/21 UBS
VMware price target lowered to $145 from $152 at UBS
01/14/21 BMO Capital
AMD downgraded to Underperform from Market Perform at BMO Capital
VMW VMware
$132.61 /

+0.405 (+0.31%)

VMW VMware
$132.61 /

+0.405 (+0.31%)

VMW VMware
$132.61 /

+0.405 (+0.31%)

VMW VMware
$132.61 /

+0.405 (+0.31%)

Downgrade
VMware downgraded to Sector Weight from Overweight at KeyBanc » 06:00
01/21/21
01/21
06:00
01/21/21
06:00
VMW

VMware

$132.61 /

+0.405 (+0.31%)

KeyBanc analyst Alex…

KeyBanc analyst Alex Kurtz downgraded VMware to Sector Weight from Overweight.

ShowHide Related Items >><<
VMW VMware
$132.61 /

+0.405 (+0.31%)

VMW VMware
$132.61 /

+0.405 (+0.31%)

01/15/21 Evercore ISI
Evercore adds Dell Technologies to tactical Outperform list, ups target to $85
01/14/21 UBS
VMware price target lowered to $145 from $152 at UBS
01/14/21 BMO Capital
AMD downgraded to Underperform from Market Perform at BMO Capital
01/13/21 BMO Capital
VMware downgraded to Market Perform from Outperform at BMO Capital
VMW VMware
$132.61 /

+0.405 (+0.31%)

VMW VMware
$132.61 /

+0.405 (+0.31%)

VMW VMware
$132.61 /

+0.405 (+0.31%)

VMW VMware
$132.61 /

+0.405 (+0.31%)

Over a week ago
Recommendations
Evercore adds Dell Technologies to tactical Outperform list, ups target to $85 » 08:24
01/15/21
01/15
08:24
01/15/21
08:24
DELL

Dell Technologies

$73.26 /

+2.03 (+2.85%)

, VMW

VMware

$135.57 /

+2.265 (+1.70%)

, INTC

Intel

$59.28 /

+2.33 (+4.09%)

Evercore ISI analyst Amit…

Evercore ISI analyst Amit Daryanani raised the firm's price target on Dell Technologies (DELL) to $85 from $75 and keeps an Outperform rating on the shares while adding the stock to the firm's tactical Outperform list, arguing that the recent selloff on the announcement that Pat Gelsinger is leaving VMware (WMW) to become Intel's (INTC) CEO is "largely overdone." A path remains for a spin of VMware after Sept 2021, which should materially de-lever Dell and allow them to be "comfortably into investment grade range," said Daryanani, who thinks a more simplified corporate structure and stronger balance sheet should enable further multiple expansion.

ShowHide Related Items >><<
VMW VMware
$135.57 /

+2.265 (+1.70%)

INTC Intel
$59.28 /

+2.33 (+4.09%)

DELL Dell Technologies
$73.26 /

+2.03 (+2.85%)

DELL Dell Technologies
$73.26 /

+2.03 (+2.85%)

01/13/21 JPMorgan
Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan
12/21/20 Citi
Citi names Dell new to pick for 2021, adds to Focus List
11/25/20 JPMorgan
Dell Technologies price target raised to $85 from $80 at JPMorgan
11/25/20 Wells Fargo
Dell Technologies price target raised to $80 from $75 at Wells Fargo
VMW VMware
$135.57 /

+2.265 (+1.70%)

01/14/21 UBS
VMware price target lowered to $145 from $152 at UBS
01/14/21 BMO Capital
AMD downgraded to Underperform from Market Perform at BMO Capital
01/13/21 BMO Capital
VMware downgraded to Market Perform from Outperform at BMO Capital
INTC Intel
$59.28 /

+2.33 (+4.09%)

01/15/21 DZ Bank
Intel upgraded to Hold from Sell at DZ Bank
01/14/21
Fly Intel: Top five analyst upgrades
01/14/21 Needham
Intel upgraded to Buy from Hold at Needham
01/14/21 Jefferies
Jefferies says Intel still faces 'foundational challenges' after 'positive' hire
VMW VMware
$135.57 /

+2.265 (+1.70%)

INTC Intel
$59.28 /

+2.33 (+4.09%)

DELL Dell Technologies
$73.26 /

+2.03 (+2.85%)

VMW VMware
$135.57 /

+2.265 (+1.70%)

INTC Intel
$59.28 /

+2.33 (+4.09%)

DELL Dell Technologies
$73.26 /

+2.03 (+2.85%)

VMW VMware
$135.57 /

+2.265 (+1.70%)

INTC Intel
$59.28 /

+2.33 (+4.09%)

DELL Dell Technologies
$73.26 /

+2.03 (+2.85%)

VMW VMware
$135.57 /

+2.265 (+1.70%)

INTC Intel
$59.28 /

+2.33 (+4.09%)

DELL Dell Technologies
$73.26 /

+2.03 (+2.85%)

On The Fly
AMD slips as analyst says sell on Gelsinger's return to Intel » 11:22
01/14/21
01/14
11:22
01/14/21
11:22
AMD

AMD

$90.97 /

-0.81 (-0.88%)

, INTC

Intel

$59.65 /

+2.7 (+4.74%)

, VMW

VMware

$136.10 /

+2.8 (+2.10%)

, TSM

TSMC

$133.50 /

+14.18 (+11.88%)

Following the news that…

ShowHide Related Items >><<
VMW VMware
$136.10 /

+2.8 (+2.10%)

TSM TSMC
$133.50 /

+14.18 (+11.88%)

INTC Intel
$59.65 /

+2.7 (+4.74%)

AMD AMD
$90.97 /

-0.81 (-0.88%)

AMD AMD
$90.97 /

-0.81 (-0.88%)

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
01/13/21 Citi
Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news
INTC Intel
$59.65 /

+2.7 (+4.74%)

01/14/21
Fly Intel: Top five analyst upgrades
01/14/21 Needham
Intel upgraded to Buy from Hold at Needham
01/14/21 Jefferies
Jefferies says Intel still faces 'foundational challenges' after 'positive' hire
01/14/21 Atlantic Equities
Intel upgraded to Neutral from Underweight at Atlantic Equities
VMW VMware
$136.10 /

+2.8 (+2.10%)

01/14/21 UBS
VMware price target lowered to $145 from $152 at UBS
01/13/21 BMO Capital
VMware downgraded to Market Perform from Outperform at BMO Capital
01/13/21 JPMorgan
Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan
TSM TSMC
$133.50 /

+14.18 (+11.88%)

01/12/21
Fly Intel: Top five analyst upgrades
01/12/21 Bernstein
TSMC upgraded to Outperform from Market Perform at Bernstein
12/29/20 RBC Capital
Intel intraday move on Third Point news looks 'overdone,' says RBC Capital
VMW VMware
$136.10 /

+2.8 (+2.10%)

TSM TSMC
$133.50 /

+14.18 (+11.88%)

INTC Intel
$59.65 /

+2.7 (+4.74%)

AMD AMD
$90.97 /

-0.81 (-0.88%)

VMW VMware
$136.10 /

+2.8 (+2.10%)

TSM TSMC
$133.50 /

+14.18 (+11.88%)

INTC Intel
$59.65 /

+2.7 (+4.74%)

AMD AMD
$90.97 /

-0.81 (-0.88%)

TSM TSMC
$133.50 /

+14.18 (+11.88%)

INTC Intel
$59.65 /

+2.7 (+4.74%)

AMD AMD
$90.97 /

-0.81 (-0.88%)

VMW VMware
$136.10 /

+2.8 (+2.10%)

TSM TSMC
$133.50 /

+14.18 (+11.88%)

INTC Intel
$59.65 /

+2.7 (+4.74%)

AMD AMD
$90.97 /

-0.81 (-0.88%)

On The Fly
Shopify, Intel upgrades among today's top calls on Wall Street » 10:02
01/14/21
01/14
10:02
01/14/21
10:02
SHOP

Shopify

$1,223.78 /

+24.54 (+2.05%)

, NOW

ServiceNow

$524.56 /

+3.46 (+0.66%)

, EGAN

eGain

$11.90 /

+0.04 (+0.34%)

, INTC

Intel

$58.35 /

+1.4 (+2.46%)

, VMW

VMware

$132.43 /

-0.87 (-0.65%)

, AMD

AMD

$91.82 /

+0.04 (+0.04%)

, TSM

TSMC

$127.17 /

+7.85 (+6.58%)

, CMG

Chipotle

$1,441.00 /

+44.31 (+3.17%)

, GM

General Motors

$50.27 /

+1.53 (+3.14%)

Check out today's top…

ShowHide Related Items >><<
VMW VMware
$132.43 /

-0.87 (-0.65%)

TSM TSMC
$127.17 /

+7.85 (+6.58%)

SHOP Shopify
$1,223.78 /

+24.54 (+2.05%)

NOW ServiceNow
$524.56 /

+3.46 (+0.66%)

INTC Intel
$58.35 /

+1.4 (+2.46%)

GM General Motors
$50.27 /

+1.53 (+3.14%)

EGAN eGain
$11.90 /

+0.04 (+0.34%)

CMG Chipotle
$1,441.00 /

+44.31 (+3.17%)

AMD AMD
$91.82 /

+0.04 (+0.04%)

SHOP Shopify
$1,223.78 /

+24.54 (+2.05%)

01/14/21
Fly Intel: Top five analyst upgrades
01/14/21 Oppenheimer
Shopify upgraded to Outperform from Perform at Oppenheimer
01/11/21 KeyBanc
Shopify price target raised to $1,300 from $1,250 at KeyBanc
01/04/21 Barclays
Shopify assumed with an Equal Weight at Barclays
NOW ServiceNow
$524.56 /

+3.46 (+0.66%)

01/14/21 Oppenheimer
ServiceNow upgraded to Outperform at Oppenheimer on glide path to $10B in sales
01/14/21 Oppenheimer
ServiceNow upgraded to Outperform from Perform at Oppenheimer
01/05/21 Piper Sandler
ServiceNow price target raised to $550 from $500 at Piper Sandler
12/16/20 Mizuho
ServiceNow price target raised to $600 from $570 at Mizuho
EGAN eGain
$11.90 /

+0.04 (+0.34%)

01/14/21 Oppenheimer
eGain downgraded to Perform at Oppenheimer on elevated execution risk
01/14/21 Oppenheimer
eGain downgraded to Perform from Outperform at Oppenheimer
10/20/20 Berenberg
eGain initiated with a Buy at Berenberg
10/14/20 Benchmark
eGain share price may be benefiting from M&A speculation, says Benchmark
INTC Intel
$58.35 /

+1.4 (+2.46%)

01/14/21 Needham
Intel upgraded to Buy from Hold at Needham
01/14/21 Jefferies
Jefferies says Intel still faces 'foundational challenges' after 'positive' hire
01/14/21 Atlantic Equities
Intel upgraded to Neutral from Underweight at Atlantic Equities
VMW VMware
$132.43 /

-0.87 (-0.65%)

01/14/21 UBS
VMware price target lowered to $145 from $152 at UBS
01/14/21 BMO Capital
AMD downgraded to Underperform from Market Perform at BMO Capital
01/13/21 BMO Capital
VMware downgraded to Market Perform from Outperform at BMO Capital
01/13/21 JPMorgan
Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan
AMD AMD
$91.82 /

+0.04 (+0.04%)

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
01/13/21 Citi
Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news
TSM TSMC
$127.17 /

+7.85 (+6.58%)

01/12/21
Fly Intel: Top five analyst upgrades
01/12/21 Bernstein
TSMC upgraded to Outperform from Market Perform at Bernstein
12/29/20 RBC Capital
Intel intraday move on Third Point news looks 'overdone,' says RBC Capital
CMG Chipotle
$1,441.00 /

+44.31 (+3.17%)

01/14/21 Deutsche Bank
Chipotle price target raised to $1,348 from $1,235 at Deutsche Bank
01/14/21 RBC Capital
RBC upgrades Chipotle to Outperform, sees improving new restaurant margins
01/14/21 RBC Capital
Chipotle upgraded to Outperform from Sector Perform at RBC Capital
GM General Motors
$50.27 /

+1.53 (+3.14%)

01/14/21 Argus
General Motors upgraded to Buy at Argus on business expansion, high margins
01/14/21 Argus
General Motors upgraded to Buy from Hold at Argus
01/13/21
Fly Intel: Top five analyst upgrades
VMW VMware
$132.43 /

-0.87 (-0.65%)

TSM TSMC
$127.17 /

+7.85 (+6.58%)

SHOP Shopify
$1,223.78 /

+24.54 (+2.05%)

NOW ServiceNow
$524.56 /

+3.46 (+0.66%)

INTC Intel
$58.35 /

+1.4 (+2.46%)

GM General Motors
$50.27 /

+1.53 (+3.14%)

EGAN eGain
$11.90 /

+0.04 (+0.34%)

CMG Chipotle
$1,441.00 /

+44.31 (+3.17%)

AMD AMD
$91.82 /

+0.04 (+0.04%)

  • 16
    Sep
  • 08
    May
VMW VMware
$132.43 /

-0.87 (-0.65%)

TSM TSMC
$127.17 /

+7.85 (+6.58%)

SHOP Shopify
$1,223.78 /

+24.54 (+2.05%)

INTC Intel
$58.35 /

+1.4 (+2.46%)

GM General Motors
$50.27 /

+1.53 (+3.14%)

CMG Chipotle
$1,441.00 /

+44.31 (+3.17%)

AMD AMD
$91.82 /

+0.04 (+0.04%)

TSM TSMC
$127.17 /

+7.85 (+6.58%)

SHOP Shopify
$1,223.78 /

+24.54 (+2.05%)

NOW ServiceNow
$524.56 /

+3.46 (+0.66%)

INTC Intel
$58.35 /

+1.4 (+2.46%)

GM General Motors
$50.27 /

+1.53 (+3.14%)

EGAN eGain
$11.90 /

+0.04 (+0.34%)

CMG Chipotle
$1,441.00 /

+44.31 (+3.17%)

AMD AMD
$91.82 /

+0.04 (+0.04%)

VMW VMware
$132.43 /

-0.87 (-0.65%)

TSM TSMC
$127.17 /

+7.85 (+6.58%)

SHOP Shopify
$1,223.78 /

+24.54 (+2.05%)

INTC Intel
$58.35 /

+1.4 (+2.46%)

GM General Motors
$50.27 /

+1.53 (+3.14%)

CMG Chipotle
$1,441.00 /

+44.31 (+3.17%)

AMD AMD
$91.82 /

+0.04 (+0.04%)

Recommendations
VMware price target lowered to $145 from $152 at UBS » 06:55
01/14/21
01/14
06:55
01/14/21
06:55
VMW

VMware

$133.30 /

-9.5 (-6.65%)

UBS analyst Karl…

UBS analyst Karl Keirstead lowered the firm's price target on VMware to $145 from $152 and keeps a Neutral rating on the shares. The analyst says the departure of the company's CEO weakens his confidence in its growth outlook.

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VMW VMware
$133.30 /

-9.5 (-6.65%)

VMW VMware
$133.30 /

-9.5 (-6.65%)

01/14/21 BMO Capital
AMD downgraded to Underperform from Market Perform at BMO Capital
01/13/21 BMO Capital
VMware downgraded to Market Perform from Outperform at BMO Capital
01/13/21 JPMorgan
Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan
01/13/21 Citi
Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news
VMW VMware
$133.30 /

-9.5 (-6.65%)

VMW VMware
$133.30 /

-9.5 (-6.65%)

VMW VMware
$133.30 /

-9.5 (-6.65%)

VMW VMware
$133.30 /

-9.5 (-6.65%)

Downgrade
AMD downgraded to Underperform from Market Perform at BMO Capital » 04:58
01/14/21
01/14
04:58
01/14/21
04:58
AMD

AMD

$91.78 /

-3.59 (-3.76%)

, INTC

Intel

$56.95 /

+3.7 (+6.95%)

, VMW

VMware

$133.30 /

-9.5 (-6.65%)

BMO Capital analyst…

BMO Capital analyst Ambrish Srivastava downgraded AMD (AMD) to Underperform from Market Perform with a price target of $75, down from $80. The "richness of experience" that Pat Gelsinger brings from his prior tenure at Intel (INTC) as well as his experience running VMware (VMW) makes him the right person who can address the "daunting, but not insurmountable challenges" that Intel faces, Srivastava tells investors in a research note. Conversely, AMD has done a "tremendous job" under its CEO, and the stock's valuation reflects the "near flawless execution under her watch," says the analyst. However, Srivastava thinks a large part of AMD's "rich valuation is also attributable to how poorly Intel has executed." The analyst's scenario analysis suggests that AMD's share gains in servers should moderate out in 2022. Thus, consensus estimates will prove to be optimistic, says Srivastava.

ShowHide Related Items >><<
VMW VMware
$133.30 /

-9.5 (-6.65%)

INTC Intel
$56.95 /

+3.7 (+6.95%)

AMD AMD
$91.78 /

-3.59 (-3.76%)

AMD AMD
$91.78 /

-3.59 (-3.76%)

01/13/21 Citi
Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news
01/13/21 RBC Capital
Buy AMD into earnings given pullback after Intel announcement, says RBC Capital
01/13/21 Rosenblatt
AMD CEO's CES keynote 'strong,' says Rosenblatt
01/13/21 Piper Sandler
AMD price target raised to $110 from $100 at Piper Sandler
INTC Intel
$56.95 /

+3.7 (+6.95%)

01/13/21 Credit Suisse
Intel price target raised to $80 from $65 at Credit Suisse
01/13/21 JPMorgan
Intel CEO pick, 7nm progress positives, says JPMorgan
VMW VMware
$133.30 /

-9.5 (-6.65%)

01/13/21 BMO Capital
VMware downgraded to Market Perform from Outperform at BMO Capital
01/13/21 JPMorgan
Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan
VMW VMware
$133.30 /

-9.5 (-6.65%)

INTC Intel
$56.95 /

+3.7 (+6.95%)

AMD AMD
$91.78 /

-3.59 (-3.76%)

VMW VMware
$133.30 /

-9.5 (-6.65%)

INTC Intel
$56.95 /

+3.7 (+6.95%)

AMD AMD
$91.78 /

-3.59 (-3.76%)

INTC Intel
$56.95 /

+3.7 (+6.95%)

AMD AMD
$91.78 /

-3.59 (-3.76%)

VMW VMware
$133.30 /

-9.5 (-6.65%)

INTC Intel
$56.95 /

+3.7 (+6.95%)

AMD AMD
$91.78 /

-3.59 (-3.76%)

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