New User:

-or-
Username:
Password:
Forgot your password?

Stock Market & Financial Investment News

News Breaks
July 7, 2013
20:01 EDTVMW, CSCO, JNPR, FFIV, ALUVMware, SDN threatens networking hardware makers, Barron's says
SDN, or software-defined networking, could pose a threat to hardware companies like Cisco (CSCO), F5 Networks (FFIV), Juniper Networks (JNPR), and Alcatel-Lucent (ALU) as VMware (VMW) could steal business from the companies as SDN gains momentum, Barron's contends in its Technology Trader column. Cisco says that it intends to become a software and services vendor instead of only making hardware, the paper adds. Reference Link
News For VMW;CSCO;JNPR;FFIV;ALU From The Last 14 Days
Check below for free stories on VMW;CSCO;JNPR;FFIV;ALU the last two weeks.
Sign up for a free trial to see the rest of the stories you've been missing.
1 | 2 | all recent news | >>
September 15, 2014
08:28 EDTFFIVF5 Networks price target raised to $151 from $135 at Pacific Crest
Pacific Crest increased its price target on F5 Networks as the firm says its checks with resellers suggest that F5 is benefiting from a seasonally strong federal and enterprise rebound and an expanding partner ecosystem. The firm is more confident in the company's earnings and multiple expansion outlook ,and it recommends buying the shares.
06:23 EDTCSCOCisco says Salesforce.com CEO Benioff to step down from board
Subscribe for More Information
September 12, 2014
06:05 EDTCSCOCisco implied volatility of 14 at lower end of index mean range
September 11, 2014
13:37 EDTVMWEMC not considering VMware stake sale, Reuters says
EMC (EMC) is not exploring a sale of its majority stake in VMware (VMW), a source familiar with the parent company's thinking told Reuters, refuting an earlier New York Post report that EMC had relented to pressure from Paul Singer's Elliott Management and was weighing an exit from its VMware stake. Reference Link
13:36 EDTVMWEMC sale of VMware stake would be sub-optimal, says Wells Fargo
Subscribe for More Information
13:20 EDTVMWEMC not considering selling VMware stake, Reuters reports
11:17 EDTCSCO, VMWEMC seen as potential target after said to mull VMware stake sale
EMC (EMC) is considering selling its 80% stake in cloud computing infrastructure provider VMware (VMW), The New York Post reported today, citing unnamed sources. Calling The New York Post "surprisingly accurate" on M&A news, UBS said the likelihood of change at EMC has increased and it has become a potential takeover target. WHAT'S NEW: EMC is exploring the possibility of selling its stake in VMware, which could be acquired by HP (HPQ), according to one source, The Post reported. EMC could also look to sell other assets, the newspaper quoted a second unnamed source as saying. ANALYST REACTION: UBS analyst Steven Milunovich wrote that he is more convinced in the wake of the Post story that "something is up" at EMC. Although EMC has denied in the past that it would consider selling or spinning off VMware, the company could change its tune, the analyst stated. HP could buy VMware or all of EMC, while Oracle (ORCL) and Cisco (CSCO) are also potential buyers of EMC, Milunovich believes.The analyst kept a $33 price target and Buy rating on shares of EMC. WHAT'S NOTABLE: Activist investor Elliott Management, a hedge fund, has taken a $1B stake in EMC and wants the company to spin off VMware, The Wall Street Journal reported in July. Early last month, research firm FBR Capital wrote that an EMC spin-off of VMware could enhance shareholder value for both companies and make VMware a top acquisition candidate by a larger technology company. The firm kept an Outperform rating on EMC at that time. PRICE ACTION: In late morning trading, EMC was little changed at $29.50, down from its earlier high of $29.89. VMware fell 0.7% to $96.75, down from its earlier daily high of $97.86.
10:30 EDTVMWUBS sees increasing likelihood of change at EMC
UBS calls the New York Post "surprisingly accurate on M&A" after the paper reported that EMC (EMC) is considering the sale of its stake in VMware (VMW). The firm believes the likelihood for change at the company is rising. In addition, UBS says the industry should consolidate, and it views EMC as a potential target. UBS thinks Cisco (CSCO), Oracle (ORCL) and HP (HPQ) might be interested parties in owning part or all of EMC. The firm believes an HP, EMC merger would make sense. UBS has a Buy rating on EMC with a $33 price target.
09:20 EDTVMWVMware to host conference call
Management discusses what's new at the company on a conference call to be held on September 11 at 10 am. Webcast Link
07:07 EDTVMWEMC to explore selling VMware stake, NY Post reports
Subscribe for More Information
06:35 EDTFFIVF5 Networks price target raised to $150 from $135 at Deutsche Bank
Subscribe for More Information
September 10, 2014
10:00 EDTVMWOn The Fly: Analyst Initiation Summary
Subscribe for More Information
07:53 EDTJNPRDeutsche Bank to hold a conference
Technology Conference to be held in Las Vegas on September 9-11 with webcasted company presentations to begin on September 10 at 10:30; not all company presentations may be webcasted. Webcast Link
07:41 EDTALUBofA/Merrill to hold a conference
European High Yield & Loans Conference 2014 to be held in London, England on September 10.
September 9, 2014
19:39 EDTVMWVMware initiated with a Buy at Maxim
Target $120.00.
07:29 EDTALUUBM Canon to hold a summit
Subscribe for More Information
07:28 EDTALUThe Money Event, Inc to hold a conference
Subscribe for More Information
07:17 EDTCSCOThe Wireless Association to hold a conference
Subscribe for More Information
07:11 EDTALUUBM Tech to hold a conference
Subscribe for More Information
05:36 EDTVMWVMware, Capgemini announce strategic partnership
Subscribe for More Information
1 | 2 | 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