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Stock Market & Financial Investment News

News Breaks
April 1, 2014
12:35 EDTTDC, MSFT, SPLK, DATA, QLIKTableau advances after analyst bullish on growth outlook
Shares of Tableau (DATA), which develops data analysis tools, are rising after research firm Robert W. Baird upgraded the stock to Outperform from Neutral in a note to investors earlier today. WHAT'S NEW: After speaking with Tableau's partners that sell its products, Baird analyst Steven Ashley reported that these companies think that Tableau has "only scratched the surface" of its market opportunity. Tableau's potential market is much larger than most industry experts believe, Ashley stated. Microsoft's (MSFT) Excel is the product that Tableau's offerings replace most often, and there are 325M corporate Excel users, the analyst stated. Meanwhile, less than 500,000 Tableau products are being actively used, Ashley added. The analyst cautioned that he does not expect Tableau to report stronger than expected first quarter results, but anticipates that the company's results will be strong and in-line with expectations. OTHERS TO WATCH: Other companies that sell data analysis products include Qlik Technologies (QLIK), Splunk (SPLK), and Teradata (TDC). PRICE ACTION: In early afternoon trading, Tableau jumped $3.05, or 4%, to $79.13.
News For DATA;MSFT;QLIK;SPLK;TDC From The Last 14 Days
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April 9, 2015
07:15 EDTMSFTMicrosoft May volatility elevated into Q3 and outlook
Microsoft April call option implied volatility is at 19, May is at 24; compared to its 26-week average of 20 according to Track Data, suggesting large late April price movement into the expected release of Q3 results on April 29.
April 8, 2015
20:17 EDTMSFTAppeals court questions Google in patent dispute with Microsoft, Reuters says
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09:03 EDTDATACerner, Tableau announce collaboration
Cerner Corp. (CERN) has collaborated with Tableau Software (DATA) to enhance the data discovery experience of health care organizations through interactive data exploration. The integration of Tableau's visual analytics with Cerner's HealtheAnalytics and HealtheEDW enterprise data warehouse and analytic offerings enables health care organizations to manipulate data and make new discoveries. Through this data mining and analysis, health care organizations can derive meaningful insight to identify trends, improve clinical decision support and help enable continuous improvement.
08:01 EDTSPLKSplunk awarded contract to support Lockheed Martin's L-35 Lightning II Program
Splunk (SPLK) announced it was awarded a contract to support Lockheed Martinís (LMT) F-35 Lightning II Program. Splunk has provided Lockheed Martin with Splunk Enterprise to monitor and analyze IT systems and network behavior for the Autonomic Logistics Information System, which supports the F-35 Lightning II, a 5th generation fighter jet. Splunk Enterprise is initially being used by Lockheed Martin in 25 different operating environments for IT operations and application delivery, analyzing machine data from the systems and networks supporting the ALIS infrastructure to help ensure applications are operating at peak performance.
06:00 EDTMSFTMicrosoft expects Surface shipments to exceed 4M units in 2015, DigiTimes says
Microsoft is expected to have a chance to ship over 4M Surface tablets in 2015 due to its new Surface 3 and Surface Pro series products, reports DigiTimes. According to sources from the upstream supply chain, Microsoft is expected to unveil its next-generation Surface Pro 4 tablet and will enter mass production in June. It will be released along with Windows 10 in 2H15. Reference Link
April 7, 2015
15:53 EDTMSFTMicrosoft, Getty Images announce partnership to develop products for Bing
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15:48 EDTMSFTMicrosoft, Getty Images dismiss copyright infringement dispute, Reuters says
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10:47 EDTTDCCitrix could be targeted after Informatica deal, says Stifel
Stifel views Citrix (CTXS) as an "interesting name" for the rest of the year and thinks activist investors could get involved if the company's turnaround does not progress quickly enough. The firm calculates that, using a similar take out multiple to what is being paid for peer Informatica (INFA), equates to a $110 price for Citrix. The firm also believes Teradata (TDC) could be viewed as a potential takeout candidate after the deal for Informatica, noting that a takeout premium in line with Informaticaís would yield a price of about $55 per share for Teradata. Stifel has a Buy rating on Citrix and Hold rating on Teradata.
10:43 EDTSPLK, TDCInformatica rises after agreeing to be taken private for $48.75 per share
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10:05 EDTSPLKOn The Fly: Analyst Upgrade Summary
Today's noteworthy upgrades include: Carnival (CCL) upgraded to Outperform from Market Perform at Wells Fargo... Crown Castle (CCI) upgraded to Buy from Hold at Evercore ISI... Ctrip.com (CTRP) upgraded to Overweight from Neutral at Piper Jaffray... Demandware (DWRE) upgraded to Conviction Buy from Buy at Goldman... FirstEnergy (FE) upgraded at BofA/Merrill... Frontier Communications (FTR) upgraded to Neutral from Underperform at DA Davidson... JPMorgan (JPM) upgraded to Outperform from Market Perform at Bernstein... Pattern Energy (PEGI) upgraded to Outperform from Market Perform at Raymond James... Ralph Lauren (RL) upgraded to Buy from Outperform at CLSA... ResMed (RMD) upgraded to Outperform from Neutral at Credit Suisse... Ryanair (RYAAY) upgraded to Overweight from Neutral at JPMorgan... Splunk (SPLK) upgraded to Overweight from Neutral at Piper Jaffray... Total (TOT) upgraded at RBC Capital... Verifone (PAY) upgraded to Buy from Hold at Stifel... XL Group (XL) upgraded to Buy from Neutral at UBS.
07:52 EDTMSFTHP, Microsoft partnering on solutions for auto, financial services industries
HP (HPQ) announced it is partnering with Microsoft (MSFT) to deliver solutions for the automotive, public sector and financial services industries to help organizations deliver differentiated products and create new revenue through mobile, web and social channels. HP and Microsoft are building a portfolio of business process accelerators and are delivering them as Business Process as-a-Service solutions, HP stated. HP Business Process as-a-Service solutions for Microsoft Dynamics services are available immediately worldwide. Reference Link
06:40 EDTSPLKSplunk upgraded to Overweight from Neutral at Piper Jaffray
Piper Jaffray analyst Katherine Egbert upgraded Splunk (SPLK) to Overweight saying the stock's valuation is more reasonable following the 13% sell-off since the company's Q4 earnings report. Egbert views Splunk's new distribution agreement with Arrow Electronics (ARW) as a sign of improving demand and she sees the potential for upsell of enterprise-wide license agreements. Shares of the provider of big data products closed yesterday up 95c to $60.18 after analysts at Stephens upgraded the stock Monday morning.
06:25 EDTMSFTMicrosoft close to have alternative to Apple Pay, Business Insider reports
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April 6, 2015
10:33 EDTSPLKFollow-up: Splunk upgraded at Stephens
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10:02 EDTSPLK, MSFTOn The Fly: Analyst Upgrade Summary
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07:45 EDTMSFTMicrosoft upgraded at Wells Fargo
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07:34 EDTMSFTWells Fargo upgrades Microsoft on improved strategic position
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07:15 EDTSPLKSplunk upgraded to Overweight from Equal Weight at Stephens
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06:31 EDTMSFTMicrosoft upgraded to Outperform from Market Perform at Wells Fargo
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06:28 EDTMSFTMicrosoft completes latest round of layoffs, Business Insider reports
Microsoft has completed its latest round of layoffs in a move to "remove role overlap, optimize activities and functions, align disciplines with the rest of Microsoft, and, perhaps most importantly, reshape IT for the skills we need to transform," Business Insider reports, citing an email from Chief Information Officer Jim DuBois. A company spokesperson commented that the company believes this will be the "last of the anticipated broad cuts as part of the restructuring plan announced last July." Though it is unclear how many employees were laid off in this round, affected workers are coming from Microsoft's divisions and not focused on former Nokia employees. Reference Link
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