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Stock Market & Financial Investment News

News Breaks
March 20, 2012
06:28 EDTINTC, DELL, TOSBF, LNVGY, HPQ, SNE, MSFTPC shipments look to have strong 2H12, Digitimes reports
Worldwide PC shipment growth could be as much as 5% for the year, with most of that growth taking place in H2 with the release of Windows 8 (MSFT) and the buzz surrounding forthcoming ultrabooks, according to IDC and reported in Digitimes. Reference Link
News For MSFT;LNVGY;DELL;SNE;TOSBF;INTC;HPQ From The Last 14 Days
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January 27, 2016
07:04 EDTINTCThe Deal to hold a virtual roundtable
The "Internet of Things: Dealmaking" roundtable discussion about opportunities in IoT which is driving growth and M&A in sectors from telecom, software groups and device makers, will be held on January 27 at 1 pm. Webcast Link
06:53 EDTTOSBFKKR, Bain, Fujifilm to make offers for Toshiba Medical, Reuters reports
KKR (KKR), Bain Capital, and Fujifilm (FUJIY) are among possible bidders for a medical equipment unit of Toshiba (TOSBF) in a deal that could be valued as high as $3B, Reuters reports, citing people familiar with the process. Reference Link
January 26, 2016
19:54 EDTSNEIMAX announces Spider-Man to be released in IMAX 3D Theatres
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18:35 EDTMSFTMicrosoft executive: Surface glitch during NFL game caused by stadium error
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16:00 EDTMSFTOptions Update; January 26, 2016
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11:13 EDTMSFTActive options; AAPL BAC FB NFLX C MSFT TWTR VALE FCX COH XOM AMZN
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10:34 EDTMSFTBattleground: BofA says sell NetSuite, DA Davidson still bullish
Over the last two days, analysts have issued mixed views on NetSuite (N), with Bank of America Merrill Lynch and Stephens downgrading the shares, while research firm DA Davidson argued in its own note to investors that the company should report better than expected fourth quarter results on January 28. NetSuite develops cloud based financial and enterprise resource planning, or ERP, tools for businesses. BEARISH TAKE: Bank of America Merrill Lynch analyst Kash Rangan downgraded NetSuite to Underperform, the firm's equivalent of a sell rating, from Neutral today. The company has increased its sales force by about 40%, but its billings are accelerating by only about 30%, the analyst stated. Moreover, NetSuite's operating margins are expected to come in at only about 4% in 2016, making it difficult for investors to value the stock on a price to earnings or enterprise value to free cash flow basis, Rangan believes. The stock may face obstacles if its billings growth doesn't accelerate significantly or if its operating margin doesn't increase to 10%-12%, Rangan wrote. Meanwhile, the company is facing tough competition from Microsoft (MSFT) in the mid-market and from other players at the lower end, according to the analyst, who cut his price target on the name to $80 from $95. Also writing that NetSuite is facing increased competition, Stephens analyst Alex Zukin yesterday downgraded the stock to Equal Weigh from Overweight. These competitive pressures along with changes to the company's organizational structure, the loss of a number of its "marquee" customers, and its premium valuation, led to the downgrade, Zukin stated. He slashed his price target on the stock to $75 from $100. BULLISH TAKE: NetSuite's Q4 results should beat expectations, with revenue coming in at $207.6M, above the company's guidance range of $202M-$205M and the consensus outlook of $204.4M, predicted DA Davidson analyst Jack Andrews. The company will report EPS of 5c, versus the consensus outlook of 4c, estimated Andrews. NetSuite can continue to increase its market share at the expense of mid-tier ERP vendors, believes the analyst, who reiterated a $130 price target and Buy rating on the shares. WHAT'S NOTABLE: In the same note to investors this morning, Merrill Lynch's Rangan also downgraded Paylocity (PCTY) and Marketo (MKTO) to Underperform from Neutral and it cut his rating on Red Hat (RHT) to Neutral from Buy. Paylocity provides payroll and human capital management software to medium businesses, while Marketo provides cloud-based marketing tools and Red Hat provides open source software solutions. PRICE ACTION: In early trading, NetSuite fell 3.6% to $65.45.
09:32 EDTMSFTActive equity options trading on open
Active equity options trading on open: FB PEP NFLX PM GM RMBS MSFT GLW AAPL
09:03 EDTLNVGYSAP and Lenovo sign agreement to develop cloud solutions in China
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08:26 EDTMSFTTwitter in play after executive departures, says Cantor
Cantor Fitzgerald analyst Youssef Squali believes yesterday's news of several senior executives leaving Twitter (TWTR) puts the company in play and could encourage potential bidders to step forward. Twitter's current valuation and sizeable user base makes it a strategic asset for a number of potential buyers, Squali told investors last night in a research note. Potential suitors on the technology side include Alphabet (GOOG, GOOGL), Facebook (FB) and Microsoft (MSFT), the analyst contends. On the media side, Squali thinks 21st Century Fox (FOXA), Disney (DIS), Comcast (CMCSA) or Time Warner (TWX) could express interest in Twitter. No concentration of share ownership and no super-voting structure increase the odds of a buyout, Squali argues. The analyst, however, adds that the executive departures are not good news for a company in the midst of a turnaround. He maintains a Buy rating on the microblogging operator with a $45 price target. Twitter closed yesterday down 82c, or 5%, to $17.02..
07:06 EDTLNVGYCitigroup to hold a conference
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06:31 EDTSNESony merges PlayStation division into Sony Interactive Entertainment, Verge says
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05:48 EDTSNESony acquires Altair Semiconductor for $212M
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05:15 EDTINTCStocks with implied volatility below IV index mean; AXP INTC
Stocks with implied volatility below IV index mean; American Express (AXP) 28, Intel (INTC) 27 according to iVolatility.
January 25, 2016
17:25 EDTMSFTQualcomm Ventures chief heading to Microsoft, Fortune says
Qualcomm (QCOM) Ventures chief Nagraj Kashyap will join the venture capital division of Microsoft (MSFT), reports Fortune, citing a statement from Kashyap. Reference Link
16:00 EDTMSFTOptions Update; January 25, 2016
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09:32 EDTMSFT, INTCApple Active equity options trading on open
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08:22 EDTMSFTMajesco and Microsoft announce favorable court judgment
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07:16 EDTINTCIntel upgraded to Outperform from Neutral at Macquarie
Macquarie analyst Deepon Nag upgraded Intel to Oupterform and raised his price target to $35 from $34 on shares. The analyst believes the combination of easier comps and moderating competition in tablets and smartphones should result in a PC shipment growth acceleration into CY16. Additionally, Nag said Intel has been undershipping end-demand for all of 2015, which adds to estimates and potential upside as the PC supply chain replenishes inventories.
05:36 EDTINTCStocks with implied volatility below IV index mean; CELG INTC
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