New User:

-or-
Username:
Password:
Forgot your password?

Stock Market & Financial Investment News

News Breaks
April 7, 2014
10:10 EDTN, PANW, MSFT, IBM, SAP, SPLK, CRM, WDAY, FEYEAnalyst sees 'golden' opportunity after software stocks decline
The recent decline in high-growth software names has created a buying opportunity, FBR Capital analyst Daniel Ives wrote in a note to investors earlier today. The analyst recommended buying several names that he thinks fit this category, identifying Splunk (SPLK), salesforce.com (CRM), Workday (WDAY), FireEye (FEYE), Netsuite (N), and Palo Alto (PANW) as stocks that should be bought following their recent sell-off. WHAT'S NEW: There has been "panic-like" selling of high valuation software stocks, partly due to fears about seasonally weak first quarter results and the general rotation into value names, Ives wrote. However, the analyst suggested that the stocks named above are "winners" in high growth markets, with annual growth rates that should be well above 3%-5%. The sell-off in software names was not caused by fundamental issues and the declines in the top high growth companies has created a "golden buying opportunity," Ives added. Additionally, the analyst wrote that he would not be surprised if a tech giant, such as Microsoft (MSFT), IBM (IBM), or SAP (SAP), acquires a data, cloud or cybersecurity company in the wake of the recent downturns in their stocks. PRICE ACTION: In early trading, Splunk added 0.7% to $63.14, salesforce.com rose 1.4% to $55.02, Workday climbed 0.6% to $81.16, FireEye rebounded 2% to $51.42, Netsuite was little changed at $84.65, and Palo Alto gained 0.8% to $63.55.
News For SPLK;CRM;WDAY;FEYE;N;PANW;MSFT;IBM;SAP From The Last 14 Days
Check below for free stories on SPLK;CRM;WDAY;FEYE;N;PANW;MSFT;IBM;SAP the last two weeks.
Sign up for a free trial to see the rest of the stories you've been missing.
1 | 2 | 3 | 4 | 5 | all recent news | >>
September 8, 2014
07:34 EDTMSFTU.S. claims China breaks commitments amid Qualcomm, Microsoft probes, WSJ says
As Microsoft (MSFT) and Qualcomm (QCOM) are being investigated for potential monopolistic activity by Chinese regulators and lawmakers there recently alleged price manipulation by foreign automakers including Toyota (TM), Honda (HMC) and Daimler (DDAIF), the U.S. Chamber of Commerce alleged that China's use of its antimonopoly law has been subjective and its implementation skewed to favor China's local companies, reported The Wall Street Journal. Reference Link
06:37 EDTMSFTBaidu hires Microsoft's Zhang Yaqin, WSJ reports
Baidu (BIDU) has hired Zhang Yaqin, a top Microsoft (MSFT) executive in China, to become its president for new business,t he Wall Street Journal reports. Zhang was Microsoft's VP and chairman of its Asian-Pacific research and development group. Reference Link
06:31 EDTFEYEFireEye upgraded to Buy from Neutral at UBS
Subscribe for More Information
06:21 EDTMSFTSmartwatch market to reach $10B by 2018, says Citigroup
Subscribe for More Information
06:08 EDTMSFTMicrosoft gives MSN.com a facelift, Re/code reports
Microsoft has given MSN.com a major facelift a year after MSN was merged with Bing Apps, Re/code reports. The updated MSN will still feature news, sports and cars, but will also include interactive content involving food and fitness. MSN is expected to be fully rolled out by the end of the month, and optimized MSN apps for iOS and Android could be released by the end of hte year. Reference Link
September 5, 2014
10:50 EDTSPLKOptions with decreasing implied volatility
Subscribe for More Information
07:17 EDTCRMSalesforce.com management to meet with UBS
Subscribe for More Information
06:33 EDTMSFTMicrosoft, competitors aim to halt Google EU agreement, Reuters says
Subscribe for More Information
September 4, 2014
13:56 EDTMSFTGetty Images files lawsuit against Microsoft over photo tool, Reuters reports
Subscribe for More Information
10:59 EDTWDAY, SPLKOptions with decreasing implied volatility
Options with decreasing implied volatility: BIG GES CONN PAY ANF CIEN SPLK OVTI WDAY NAV
08:05 EDTPANWPalo Alto remains a top pick at Morgan Stanley
Subscribe for More Information
07:16 EDTPANWPalo Alto weekly volatility elevated into Q4 and outlook
Palo Alto September 12 weekly call option implied volatility is at 63, September is at 51, October is at 46, December is at 41; compared to its 2-week average of 46 according to Track Data, suggesting large near term price movement into the expected release of Q4 results on September 9.
06:30 EDTMSFTIDC: Phablet shipments to pass PCs in 2014, tablets in 2015, DigiTimes reports
Subscribe for More Information
September 3, 2014
13:57 EDTSPLKSplunk gives back some post-earnings gains, levels to watch
Subscribe for More Information
13:03 EDTWDAY, CRM, SAP, NConcur advances after report says acquisition being explored
Subscribe for More Information
11:31 EDTSPLK, FEYEStocks with call strike movement; FEYE SPLK
Subscribe for More Information
10:40 EDTPANW, FEYEAnalyst sees security 'spending frenzy' amid high-profile hacks
Subscribe for More Information
09:15 EDTSAPOn The Fly: Pre-market Movers
Subscribe for More Information
07:48 EDTSAPConcur a highly desirable M&A target, says UBS
Subscribe for More Information
06:44 EDTPANW, FEYESecurity market demand 'rapidly' improving, says Piper Jaffray
Subscribe for More Information
1 | 2 | 3 | 4 | 5 | all recent news | >>

Sign up for a free trial to see the rest of the stories you've been missing.

I agree to the theflyonthewall.com disclaimer & terms of use