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Will SolarWinds Stop Trading Publicly?
Friday, October 9, 2015 - 3:09pm | 353On Friday, SolarWinds Inc (NYSE: SWI) announced that, responding to an “unsolicited expression of interest from a third party,” its board has started to review strategic alternatives. In a report issued on the same day, FBR analyst Daniel H. Ives shared a few thoughts on the issue and...
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Analyst Sees 'Strong' Federal Cybersecurity Spending As Another Tailwind For Q3
Wednesday, September 30, 2015 - 8:19am | 415FBR & Co.’s Daniel H. Ives said that cybersecurity vendors are likely to have had another healthy earnings season in 3Q. Spending by governments on next-generation cybersecurity initiatives could spike, given the heightened threat environment. Well-positioned cybersecurity...
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How 'Bout Them Apples? Wall Street Digs Into iPhone 6s Debut
Monday, September 28, 2015 - 2:13pm | 571On Monday morning, Apple Inc. (NASDAQ: AAPL) released its first weekend iPhone 6s sales figures. Sales of more than 13 million units surpassed the Street's expectations, which called for 12 million units sold. This article will look into what Wall Street analysts are saying about the...
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iPhone 6s Launch Signs Are 'Positive,' Daniel Ives Says
Tuesday, September 22, 2015 - 12:32pm | 317Apple Inc. (NASDAQ: AAPL) has seen a 7.53 percent increase in its share price over the past month. FBR’s Daniel H. Ives has maintained an Outperform rating and price target of $175 on the company. Ives believes that the initial underlying customer demand, prior to the launch of the...
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Verint Systems Is 'Laser Focused'
Thursday, September 3, 2015 - 7:21am | 306Shares of Verint Systems Inc. (NASDAQ: VRNT) have declined more than 20 percent over the last three months. FBR’s Daniel H. Ives has maintained an Outperform rating on Verint Systems, while lowering the price target from $68 to $63. The company reported robust 2Q16 results, while...
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FBR Sees Inflection For Wearables In The Apple Watch
Friday, June 26, 2015 - 10:51am | 382Apple Inc. (NASDAQ: AAPL)'s smartwatch sales might grow to 8 percent of the company's revenue within two years, an analyst said Friday. FBR's Daniel H. Ives said the market for wearable computers hit an inflection point with the recent launch of the Apple Watch and the total...
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Here's How Analysts Are Reacting To Oracle's Earnings Report
Thursday, June 18, 2015 - 11:21am | 414Oracle Corporation (NYSE: ORCL) shares slumped 6 percent and analysts trimmed their views after the software company said a business model shift and a stronger dollar hurt fiscal fourth-quarter results. "It would be easy to throw in the towel after a head-scratching quarter like this one,...
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Apple Results Stir Animal Spirits Of Bulls And Bears
Tuesday, April 28, 2015 - 4:40pm | 469Apple Inc. (NASDAQ: AAPL)'s recent quarter stirred the animal spirits of both bulls and bears, with a veritable Noah's Ark of analysts weighing in. FBR's Daniel H. Ives called it "a Picasso-like quarter," and although he didn't elaborate on his art metaphor, maintained...
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Analysts See China Swing Factoring In Apple's Q2
Friday, April 24, 2015 - 4:53pm | 452Apple Inc. (NASDAQ: AAPL) will post one more quarter of stellar smartphone growth Monday, but it could be downhill from there, an analyst said Friday. Cupertino, California-based Apple Campus 2, is expected to post fiscal second-quarter earnings of $2.15 a share, along with revenue growth of 22.5...
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Does FBR Know Something We Don't? Firm Sets Two Street-High Price Targets In One Day
Friday, April 17, 2015 - 7:29am | 317Analysts at FBR & Co released two research notes Thursday that may take traders and investors by surprise due to the firm’s high price targets on Apple Inc. (NASDAQ: AAPL) and Netflix, Inc. (NASDAQ: NFLX). Apple Analysts Daniel H. Ives and James Moore set a $185 price target on...
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FBR: Apple Worth $1 Trillion
Thursday, April 16, 2015 - 5:35pm | 389FBR & Co initiated coverage on Apple Inc. (NASDAQ: AAPL) Thursday with an Outperform rating and $185 price target. Analysts Daniel H. Ives and James Moore felt that Apple’s software represented the “crown jewel” embedded in the company’s products and services. That...
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FBR & Co. Reiterates Outperform Rating, Raises PT On Verint Systems On Solid Deal Flow And Top-Line Guidance
Thursday, March 26, 2015 - 9:18am | 102In a report published Thursday, FBR & Co. analyst Daniel H. Ives reiterated an Outperform rating on Verint Systems, Inc. (NASDAQ: VRNT), and raised the price target from $67.00 to $68.00. In the report, FBR & Co. noted, "At current levels, we believe Verint Systems, Inc. represents a...
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Analysts On Palo Alto Networks: 'More Wood To Be Chopped'
Tuesday, March 3, 2015 - 3:10pm | 337Palo Alto Networks Inc (NYSE: PANW) is likely to continue to gain market share while a higher proportion of revenue from existing customers should result in wider margins, analysts said Tuesday. The California-based network security company beat fourth-quarter expectations Monday and at least...
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9 Key Points Every Cybersecurity Investor Should Know
Tuesday, February 24, 2015 - 12:42pm | 504FBR & Co. issued an industry update on cybersecurity this Tuesday. Analysts Daniel H. Ives and James Moore saw increased concern over cybersecurity due to high profile attacks in both the public and private sectors. Massive data breaches have caused CIOs and IT departments to seek...
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FBR Capital Markets Reiterates Market Perform, Lowers Price Target On KEYW On Soft 4Q Results
Thursday, February 19, 2015 - 9:25am | 239In a report published Thursday, FBR Capital Markets & Co. analyst Daniel H. Ives reiterated a Market Perform rating on KEYW Holding Corp. (NASDAQ: KEYW), but lowered the price target from $12.00 to $9.00. In the report, FBR Capital Markets & Co. noted, "Last night, The KEYW Holding...