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Morgan Stanley Sees Possible Benefits For CyrusOne
Monday, June 2, 2014 - 8:11am | 88Read More...In a report published Monday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating and $25.00 price target on CyrusOne (NASDAQ: CONE). In the report, Morgan Stanley noted, “A partial CBB share placement could benefit the CONE stock price by increasing liquidity and addressing the...
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Morgan Stanley Examines AT&T Deal With DirecTV
Monday, May 19, 2014 - 10:11am | 146Read More...In a report published Monday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on AT&T (NYSE: T). In the report, Morgan Stanley noted, “AT&T has entered into a definitive agreement to acquire DirecTV for $95 per share, or $67.1 billion, consisting of 70% equity / 30...
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UPDATE: Morgan Stanley On Rackspace Hosting Following 8-K Filing
Friday, May 16, 2014 - 10:18am | 104Read More...In a report published Friday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating on Rackspace Hosting (NYSE: RAX), but removed the $45.00 price target. In the report, Morgan Stanley noted, “RAX filed an 8-K after the close today, indicated that it has been approached by multiple...
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Morgan Stanley Sees Competitive Concerns Ahead For Gogo
Wednesday, May 14, 2014 - 10:00am | 83Read More...In a report published Wednesday, Morgan Stanley analyst Simon Flannery reiterated an Underweight rating on Gogo (NASDAQ: GOGO). In the report, Morgan Stanley noted, “First quarter results were better than estimated, but unlikely to remove the overhang from the recent AT&T announcement to...
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Morgan Stanley Sees Positive Catalysts For Rackspace Hosting
Tuesday, May 13, 2014 - 10:15am | 138Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating and $45.00 price target on Rackspace Hosting (NYSE: RAX). In the report, Morgan Stanley noted, “We believe RAX is well positioned as a pure play on managed hosting / cloud computing in the...
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Morgan Stanley Sees Multiple Catalysts Ahead For Gogo
Friday, May 9, 2014 - 9:31am | 104Read More...In a report published Friday, Morgan Stanley analyst Simon Flannery reiterated an Underweight rating on Gogo (NASDAQ: GOGO). In the report, Morgan Stanley noted, “It has been a busy few months for Gogo – the company introduced 2Ku (a global version of Ground to Orbit), announced plans (subject to...
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Morgan Stanley Previews TW Telecom's 1Q14 Results
Tuesday, May 6, 2014 - 10:43am | 217Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery previewed TW Telecom (NASDAQ: TWTC) first quarter 2014 results. With the ongoing 27 market expansion project, Flannery noted that market expansion won't contribute to revenues until 2015. The analyst remarked that earlier...
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Morgan Stanley Sees Balanced Risk/Reward for Equinix
Thursday, May 1, 2014 - 10:06am | 90Read More...In a report published Thursday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on Equinix (NASDAQ: EQIX). In the report, Morgan Stanley noted, “Solid results were driven by EMEA and AP. FY revenue and EBITDA guide was up 0.6% and 0.5%, respectively, half of which was...
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Morgan Stanley Speculates on How Recent AT&T News Might Affect Gogo
Tuesday, April 29, 2014 - 9:23am | 125Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Underweight rating on Gogo (NASDAQ: GOGO). In the report, Morgan Stanley noted, “Today, AT&T announced plans to launch an in-flight connectivity service for commercial, business, and general aviation, planned to...
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UPDATE: Morgan Stanley Reiterates on Verizon Communications Following Sell Side Meeting
Tuesday, April 29, 2014 - 9:21am | 121Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating on Verizon Communications (NYSE: VZ), but removed the $52.00 price target. In the report, Morgan Stanley noted, “Verizon management struck a constructive tone at a recent meeting with sell side...
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Morgan Stanley Sees Good Things Ahead for Inteliquent
Tuesday, April 29, 2014 - 9:08am | 81Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on Inteliquent (NASDAQ: IQNT). In the report, Morgan Stanley noted, “Following a positive turnaround in 2013, Inteliquent looks to prudently grow its voice business in 2014. 2014 guidance is...
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Morgan Stanley Takes Wait-and-See Approach on T-Mobile US
Tuesday, April 29, 2014 - 8:32am | 78Read More...In a report published Tuesday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on T-Mobile US (NYSE: TMUS). In the report, Morgan Stanley noted, “Given various pricing / promotional moves at the other carriers, a read-through into 2Q subscriber trends and upcoming Un-...
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Morgan Stanley Sees AT&T's Qtr. As Mixed
Wednesday, April 23, 2014 - 10:00am | 185Read More...In a report published Wednesday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on AT&T (NYSE: T). In the report, Morgan Stanley noted, “AT&T sold 2.9m smartphones under the Next equipment financing plan in 1Q14, of which 1.1m related to an early upgrade offer the...
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Morgan Stanley Feels Confident in Verizon Communications Ahead of 1Q14 Report
Thursday, April 17, 2014 - 9:43am | 82Read More...In a report published Thursday, Morgan Stanley analyst Simon Flannery reiterated an Overweight rating and $52.00 price target on Verizon Communications (NYSE: VZ). In the report, Morgan Stanley noted, “Our EPS estimate of 86c is in-line with consensus. Strong first quarter results could help the...
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Morgan Stanley Sees T-Mobile US as Shaking Things Up in Wireless Industry
Thursday, April 10, 2014 - 10:08am | 99Read More...In a report published Thursday, Morgan Stanley analyst Simon Flannery reiterated an Equal-Weight rating on T-Mobile US (NYSE: TMUS). In the report, Morgan Stanley noted, “T-Mobile is again shaking things up in the wireless industry following pricing/promotional moves at the other carriers. This...

