|
News For SAP;ORCL;TIBX;TDC;INFA;QLIK;EMC;NTAP;CVLT;FIO;MLNX;BLOX From The Last 14 Days Check below for free stories on SAP;ORCL;TIBX;TDC;INFA;QLIK;EMC;NTAP;CVLT;FIO;MLNX;BLOX the last two weeks. |
|
|
| May 17, 2013 |
| 15:36 EDT |  | NTAP | NetApp May weekly volatility elevated at 61 into Q4
 Subscribe for More Information |
|
| 11:04 EDT | | FIO | Fusion-io calls June active on renewed takeover chatter
Fusion-io June 16 and 18 calls are active on total call volume of 2,800 contracts (520 puts). June call option implied volatility is at 62, September is at 60, December is at 54; compared to its 26-week average of 55 according to Track Data. Active call volume suggests traders taking positions for larger price movement following renewed takeover chatter. |
|
| 10:21 EDT |  | FIO | Rumor: Fusion-io moves off lows on renewed takeover chatter
Subscribe for More Information |
|
| 08:10 EDT |  | QLIK | Qlik Technologies data remains positive, says BMO Capital
After conducting checks, BMO Capital believes that data points for Qlik and the business intelligence 2.0 sector remain positive. The firm thinks the company will benefit from several big trends, and it keeps an Outperform rating on the stock. |
|
| 07:54 EDT | | NTAP | NetApp investment thesis continues to play out, says Brean Capital
Brean Capital believes its buy thesis on NetApp continues to play out as expected and expects the company can achieve current Street estimates and manage operating expenses in the near-term. Shares are Buy rated with a $42 price target. |
|
| 05:48 EDT |  | BLOX | Infoblox initiated with a Buy at Needham
Subscribe for More Information |
|
| May 16, 2013 |
| 14:34 EDT |  | NTAP | NetApp spikes higher on Elliott Management stake news
Subscribe for More Information |
|
| 14:29 EDT | | EMC | EMC spikes higher, levels to watch
Subscribe for More Information |
|
| 12:24 EDT |  | NTAP | On The Fly: Midday Wrap
The S&P 500 was virtually unchanged at midday following a deluge of domestic economic data this morning. The S&P began the session in negative territory, but only moderately lower, after investors received a host of data prior to the open, including reports on jobless claims, consumer prices, and housing starts. ECONOMIC EVENTS: In the U.S., initial jobless claims rose 32K to 360K last week, compared to expectations for them to remain relatively stable at 330K. The consumer price index dropped a larger than forecast 0.4% in April, though the "core" CPI rate rose 0.1%, as expected. Housing starts were down 16.5% in April from the prior month, versus an expected decrease of 6.4%, though building permits jumped 14.3% from the prior month, beating an expected increase of 3.8%. The Philadelphia Fed General Business Conditions Index for May came in at -5.2, versus expectations for a +2.2 reading. COMPANY NEWS: Earnings reports from two Dow members, Wal-Mart (WMT) and Cisco (CSCO), sent their shares in opposite directions. Cisco shares advanced 12% to lead the blue chip index after the company's results beat expectations on the top and bottom lines and prompted price target increases at several analyst firms. Wal-Mart, in contrast, lagged all Dow names, sliding 2% after its earnings for the just ended quarter and its view of the current quarter missed the consensus forecast... After the closing bell, Tesla Motors (TSLA) said it intends to raise about $830M by offering 2.7M common shares and $450M in convertible senior notes. CEO Elon Musk will buy $100M worth of the stock and debt, the company said, and its recently high-flying shares rose another 6%. MAJOR MOVERS: Among the notable gainers rising following Cisco's better than expected results and commentary were Ciena (CIEN), which rose 8%, and Cavium (CAVM), which advanced 4%. Also higher were shares of NetApp (NTAP), which gained over 6% after Bloomberg said activist investor Elliott Management has taken a stake in the company and is pushing its board to explore ways to boost shareholder value. Among the noteworthy losers were Oncothyreon (ONTY), which fell 20%, and Biomarin (BMRN), down 5%, after both pharmaceutical companies, among a number of others, published data to be presented at ASCO, an annual meeting of oncologists. Also lower was AMD (AMD), which declined 14% following a downgrade to Sell at Goldman Sachs. INDICES: Near noon, the Dow was up 12.47, or 0.08%, to 15,288.16; the Nasdaq was up 8.74, or 0.25%, to 3,480.36; and the S&P 500 was nearly flat at 1,658.80. |
|
| 11:40 EDT |  | NTAP | Activist fund Elliott takes stake in NetApp, Bloomberg reports
Subscribe for More Information |
| |
| 11:28 EDT | | NTAP | NetApp calls active on report of activist stake into Q4
NetApp May and June 38 total calls are active on total call volume of 13K contracts (6K puts). May weekly call option implied volatility is at 76, June is at 40, September is at 29; compared to its 26-week average of 35 according to Track Data. Active call volume suggests traders taking positions for large near term price movement into the expected release of Q4 results on May 21 and Bloomberg says activist Elliott takes stake. |
|
| 11:18 EDT |  | NTAP | NetApp jumps 5% after Bloomberg says activist Elliott takes stake
Subscribe for More Information |
|
| 11:17 EDT | | NTAP | Elliott takes NetApp stake, pushes for board changes, Bloomberg reports
|
|
| 07:26 EDT |  | EMC | JPMorgan to host a conference
41st Annual Global Technology, Media & Telecom Conference is being held in Boston on May 14-16 with webcasted company presentations to begin on May 16 at 8 am; not all company presentations may be webcasted. Webcast Link |
|
| May 15, 2013 |
| 16:15 EDT | | MLNX | Mellanox acquires Kotura for $82M cash
Subscribe for More Information |
|
| 12:19 EDT | | TDC | Teradata management to meet with Jefferies
Subscribe for More Information |
|
| 11:48 EDT | | ORCL | Appaloosa reports new stakes in Comcast, Ashland, sells Oracle
David Tepper's Appaloosa in its quarterly filing report new positions in Comcast (CMCSA), Prudential (PRU), Hess Corp. (HES), Check Point (CHKP), KBR (KBR) and Ashland (ASH). The fund sold its stakes in Oracle (ORCL) and Noble Corp. (NE). Appaloosa's top position is in Citigroup (C), with a stake worth over $376.9M. |
|
| 11:28 EDT | | ORCL | David Tepper's Appaloosa liquidates stake in Oracle
Subscribe for More Information |
|
| 09:05 EDT | | SAP | CSC expands partnership with SAP
Subscribe for More Information |
|
| May 14, 2013 |
| 17:48 EDT | | INFA | Lone Pine gives quarterly update on stakes
NEW STAKES: Valeant Pharmaceuticals (VRX), Virgin Media (VMED), Thermo Fisher Scientific (TMO), CME Group (CME), and Liberty Media (LMCA). INCREASED STAKES: Mead Johnson Nutrition (MJN), News Corp (NWSA), Intuitive Surgical (ISRG), Monsanto (MON), and Qualcomm (QCOM). DECREASED STAKES: Cognizant Technology Solutions (CTSH), Equinix (EQIX), Ralph Lauren (RL), Disney (DIS), and Oceaneering International (OII). LIQUIDATED STAKES: Facebook (FB), Crown Castle (CCI), Accretive Health (AH), Informatica (INFA), and NetEase (NTES). |
| |
| 12:47 EDT | | FIO | Options with increasing implied volatility: FMCN FIO SVU BKS
Subscribe for More Information |
|
| 10:01 EDT |  | FIO | On The Fly: Analyst Upgrade Summary
Subscribe for More Information |
|
| 09:14 EDT | | FIO | On The Fly: Pre-market Movers
Subscribe for More Information |
|
| 07:30 EDT | | SAP | SAP to host a conference
SAPPHIRE Now is being held in May 14-16. |
|
| 07:12 EDT | | FIO | Fusion-io management to meet with Benchmark Co.
Subscribe for More Information |
|
| 06:14 EDT | | FIO | Fusion-io upgraded to Buy from Neutral at UBS
UBS upgraded Fusion-io due to share weakness following management resignations and strong quarterly results and outlook. Price target raised to $19 from $16. |
|
| May 13, 2013 |
| 16:27 EDT | | SAP | Hewlett-Packard hasn't tried to sell Autonomy to SAP, AllThingsD reports
Subscribe for More Information |
|
| 15:41 EDT | | NTAP | NetApp seeing interest from an activist investor, says dealReporter
According to contacts, dealReporter said NetApp's cash position has lured an activist investor, citing sources. |
|
| 15:38 EDT | | NTAP | NetApp rises 1% to $36.50
Subscribe for More Information |
|
| 11:12 EDT | | FIO | Options with increasing implied volatility: BKS FIO SOHU AGNC HNZ
Subscribe for More Information |
| |
| 10:41 EDT | | SAP | SAP says HP offered to sell Autonomy, London Times reports
Subscribe for More Information |
|
| 10:09 EDT |  | MLNX | On The Fly: Analyst Downgrade Summary
Subscribe for More Information |
|
| 10:00 EDT | | SAP | SAP to host analyst and investor meeting
Analyst and Investor Meeting to be held in Orlando on May 15 at 1 pm. Webcast Link |
|
| 09:56 EDT | | SAP | SAP to hold a press conference
Subscribe for More Information |
|
| 07:44 EDT | | NTAP | NetApp June volatility increases into Q4 and outlook
NetApp May call option implied volatility is at 38, June is at 39, September is at 32; compared to its 26-week average of 35 according to Track Data, suggesting large near term price movement into the expected release of Q4 results on May 21. |
|
| 07:31 EDT | | ORCL | Brightcover to host a conference
3rd Annual Brightcove PLAY Global Customer Conference is being held in Boston on May 13-15. |
|
| 07:07 EDT | | NTAP | NetApp preparing for 10% headcount reduction, says Piper Jaffray
Subscribe for More Information |
|
| 06:21 EDT | | MLNX | Mellanox downgraded to Equal Weight from Overweight at Barclays
Subscribe for More Information |
|
| 05:59 EDT | | SAP | SAP sees growth in Asia-Pacific region, WSJ reports
Subscribe for More Information |
|
| May 10, 2013 |
| 14:52 EDT | | ORCL | Market poised to end week higher as tech helps lead advance
Subscribe for More Information |
| |
| 12:32 EDT | | FIO | Options with increasing implied volatility: SNTA BKS FIO QIHU VMED
|
|
| 11:38 EDT | | EMC | EMC spikes higher, levels to watch
Subscribe for More Information |
|
| 09:03 EDT | | ORCL | BroadSoft could be acquired by Oracle, says Pacific Crest
Pacific Crest believes that Oracle's (ORCL) interest in SMX servers could lead that company to buy Broadsoft (BSFT), which integrates IMS applications with SMX technology, according to the firm. Pacific Crest thinks that BroadSoft could be worth up to $42.50 per share in a takeover deal, and it keeps an Outperform rating on the shares. |
|
| May 9, 2013 |
| 12:15 EDT | | FIO | Fusion-io CEO says customer reaction to resignations 'positive'
Subscribe for More Information |
|
| 08:56 EDT | | SAP | SAP volatility flat into analyst and investor meeting
Subscribe for More Information |
|
| 05:45 EDT | | FIO | Stocks with implied volatility movement; FIO SVU
Subscribe for More Information |
|
| May 8, 2013 |
| 17:01 EDT | | FIO | On The Fly: Closing Wrap
Stocks on Wall Street were higher again, pushing the Dow and S&P to new record levels. A late afternoon move down to the flatline made it seem like the recent winning streak was set to end, but the averages quickly reversed higher and closed firmly in positive ground. ECONOMIC EVENTS: In the U.S., the light economic calendar included MBA's report on mortgage applications, which were up 7%, and the EIA's petroleum status report, which showed crude oil inventories built up by less than was expected last week. In Europe, German industrial production increased 1.2% month-over-month in March, beating expectations for a 0.1% decline. In Asia, Chinese trade data showed exports climbed 14.7% in April, while imports were up 16.8%. However, some analysts expressed caution that the strong export gains should be viewed with some level of skepticism. COMPANY NEWS: Dow member Disney (DIS) beat expectations on the top and bottom line and price targets on the stock were raised at several firms, but shares slid 8c, or 0.12%, to $65.99... J.C. Penney (JCP) released preliminary Q1 results last night, including comparable store sales that were down 16.6% and revenue of $2.64B, which was below expectations. However, the results were enough to send shares of the heavily-shorted retailer up $1.21, or 7.38%, to $17.61. MAJOR MOVERS: Among the notable gainers was Whole Foods Market (WFM), up $9.39, or 10.12%, to $102.19 after earnings beat estimates, the company raised its full year outlook and announced a two-for-one stock split. Also higher were shares of Dex Media (DXM), up $2.84, or 20.71%, to $16.55 after Kyle Bass, presenting at the Sohn Investing Conference, said the company's stock could trade up to 5 times higher than current levels in 3 years. Among the noteworthy losers was Fusion-io (FIO), down $3.40, or 18.89%, to $14.60 after its CEO and chief marketing officer resigned and shares were downgraded by at least two analyst firms. Also lower following its earnings report was Zillow (Z), which fell $6.26, or 9.95%, to $56.68. INDICES: The Dow was up 48.92, or 0.32%, to 15,105.12; the Nasdaq was up 16.64, or 0.49%, to 3,413.27; and the S&P 500 was up 6.73, or 0.41%, to 1,632.69. |
|
| 15:00 EDT | | NTAP | NetApp June volatility flat into Q4 and outlook
Subscribe for More Information |
|
| 12:39 EDT | | FIO | Options with increasing implied volatility: ALXA FIO EBIX VMED HNZ
Subscribe for More Information |
|
| 12:20 EDT | | FIO | On The Fly: Midday Wrap
Subscribe for More Information |
| |
| 12:00 EDT | | FIO | Fusion-io falls 26.2%
Fusion-io is down 26.2%, or $4.71, to $13.29 |
|
| 11:41 EDT | | FIO | High option volume stocks: MHR FIO DSS NBL WBMD
Subscribe for More Information |
|
| 11:01 EDT | | FIO | Fusion-io downgraded to Neutral from Buy at Sterne Agee
Subscribe for More Information |
|
| 10:10 EDT | | FIO | Fusion-io gaps down sharply after CEO, CMO, resign
Shares were last down over 23% following the resignation of the CEO and Chief Marketing Officer. At the current price of $13.76, next support is at $13.36, the low of the session and the new life low. There is no established support below this level. Resistance is at $13.99. |
|
| 10:00 EDT | | FIO | Fusion-io falls 22.9%
Subscribe for More Information |
|
| 09:50 EDT | | FIO, EMC | Pacific Crest has more questions than answers on Fusion-io
Subscribe for More Information |
|
| 09:36 EDT | | FIO | Fusion-io downgraded to Hold from Buy at Craig-Hallum
Subscribe for More Information |
|
| 09:27 EDT |  | FIO | Fusion-io reaffirms financial outlook given on April 24
Fusion-io continues to expect Q4 revenue of $110M and FY13 revenue of $435M. Non-GAAP gross margin is expected to be 56%-58% in Q4. The consensus Q4 revenue estimate is $109.3M. |
|
| 09:24 EDT | | FIO | On The Fly: Pre-market Movers
UP AFTER EARNINGS: Myriad Genetics (MYGN), up 9%... Electronic Arts (EA), up 7.4%... Cognizant (CTSH), up 5.2%. ALSO HIGHER: Whole Foods (WFM), up 8.5% after earnings, raising guidance, announcing two-for-one stock split... BlackBerry (BBRY), up 2% after Macquarie says stock setting up for bounce and Jefferies says Q10 demand remains robust... Delta (DAL), up 0.7% after initiating 6c dividend, authorizing $500M share buyback. DOWN AFTER EARNINGS: ValueClick (VCLK), down 20%... Axiall (AXLL), down 8.4%... Zillow (Z), down 5.1%... SodaStream (SODA), down 6%... Symantec (SYMC), down 5.8%... AOL (AOL), down 4.6%. ALSO LOWER: Fusion-io (FIO), down 26% after resignations of CEO, Chief Marketing Officer. |
|
| 09:20 EDT | | FIO | Fusion-io plummets after resignations of CEO, Chief Marketing Officer
Subscribe for More Information |
| |
| 09:14 EDT | | FIO | Fusion-io calls volatility flat into leadership change
Fusion-io overall option implied volatility of 47 is near its 26-week average of 49 according to Track Data, suggesting non-directional price movement into the company naming Shane Robison as Chairman, CEO effective immediately, succeeding David Flynn, who has resigned as CEO and President. |
|
| 09:00 EDT | | FIO | Fusion-io falls 17.2%
Subscribe for More Information |
|
| 08:32 EDT | | FIO | Fusion-io names Shane Robison as Chairman, CEO effective immediately
Subscribe for More Information |
|
| 07:16 EDT | | SAP | SAP sees potential $10B sales increase from banking software, Bloomberg reports
SAP, the German maker of business-management software, thinks it can add $10B in revenue from financial applications as banking clients become its fastest growth driver, reports Bloomberg. That compares with $2.5B it expects to receive from financial services providers this year. Reference Link |
|
| 06:53 EDT | | ORCL | Oracle estimates raised at Credit Suisse
Credit Suisse raised Oracle estimates due to expectations for hardware product revenue growth in FY14, potential upgrades to the recently released T5 and M5 processors, and revenue growth for Engineered Systems. Shares are Outperform rated with a $40 price target. |
|
| May 7, 2013 |
| 07:42 EDT | | SAP | SAP to hold a press conference
Subscribe for More Information |
|
| 07:40 EDT | | CVLT | CommVault reports Q4 adjusted EPS 41c, consensus 34c
Subscribe for More Information |
|
| 07:34 EDT | | BLOX | Infoblox initiated with an Outperform at Cowen
Subscribe for More Information |
|
| May 6, 2013 |
| 13:42 EDT | | TDC | Teradata upgraded to Buy from Long-Term Buy at Hilliard Lyons
Hilliard Lyons upgraded Teradata citing the company's upbeat 2H 2013 outlook. Price target lowered to $65 from $76 due to a shorter investment time-frame. |
|
| 08:29 EDT | | QLIK | Qlik Technologies acquires NComVA, terms not disclosed
Qlik Technologies has acquired NComVA AB, a Swedish company specializing in advanced visualization technology. This acquisition expands QlikTech’s expertise and capabilities in advanced visualization and analysis to pair with its associative approach to delivering a deeper understanding of data, especially when multiple data sources are analyzed together. |
| |
|
|
|
|
