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VEEV

Veeva

$88.99

-2.77 (-3.02%)

14:35
10/23/18
10/23
14:35
10/23/18
14:35

Veeva put volume heavy and directionally bearish

Bearish flow noted in Veeva with 2,419 puts trading, or 2x expected. Most active are Dec-18 85 puts and Nov-18 90 calls, with total volume in those strikes near 1,700 contracts. The Put/Call Ratio is 2.65, while ATM IV is up over 3 points on the day. Earnings are expected on December 4th.

VEEV Veeva
$88.99

-2.77 (-3.02%)

10/11/18
JPMS
10/11/18
NO CHANGE
JPMS
JPMorgan lists stand outs in Software Technology following recent selloff
The recent pullback in Software Technology stocks has not discriminated in terms of valuation, JPMorgan analyst Sterling Auty tells investors in a research note titled "Our Expected Pullback Finally Arrives." The analyst says he's seen similar selloffs in both his highest valuation stocks and even his lowest. Auty recommends "only nibbling" here and waiting for the next three to five trading sessions to see if it posts any big down days like we saw yesterday "to flush out any remaining volatility." Investors should not try to bottom pick stocks, but rather average into positions to smooth out some of the volatility, the analyst recommends. He views Adobe (ADBE), Ansys (ANSS), Aspen Technology (AZPN), DocuSign (DOCU), Guidewire (GWRE), Intuit (INTU), ServiceNow (NOW), Q2 Holdings (QTWO), Palo Alto Networks (PANW), VeriSign (VRSN) and Veeva (VEEV) as stand outs in Software Technology following the recent pullback.
10/05/18
NEED
10/05/18
NO CHANGE
Target $110
NEED
Buy
Veeva price target raised to $110 from $100 at Needham
Needham analyst Scott Berg raised his price target on Veeva to $110 and kept his Buy rating after its Analyst Day. Berg states the company's "impressive product portfolio" should help it sustain a 20% subscription revenue growth rate beyond 2020 and reflects the management's expectations of reaching a $1B revenue run rate a year earlier than previously expected. The analyst adds that there is runway for growth with large enterprise customers, as their Commercial and Vault product penetration rates are low at 25% and 10% respectively.
10/05/18
DADA
10/05/18
NO CHANGE
Target $120
DADA
Buy
Veeva price target raised to $120 from $105 at DA Davidson
DA Davidson analyst Rishi Jaluria raised his price target on Veeva to $120 and kept his Buy rating after its Analyst Day, saying the management's tone was more positive as momentum of newer products increased. The analyst also cited increasing adoption of Vault and the company's update of 2020 target operating models with 100bp improvement expected in operating margins. Jaluria is also pointing to its $1B revenue run rate being expected to be reached a year earlier than originally planned.
10/04/18
JPMS
10/04/18
NO CHANGE
Target $95
JPMS
Neutral
Veeva TAM expanded again but valuation is fair, says JPMorgan
JPMorgan analyst Sterling Auty kept his Neutral rating and $95 price target on Veeva after its Analyst Day presentation. The analyst states that the management has increased its total addressable market estimate to over $9B from $8B indicated in last year's analyst day while also boosting its operating margin projections and outlining a roadmap for more products. Auty noted however that Veeva's current multiple presents limited room for upside.

TODAY'S FREE FLY STORIES

INXN

Interxion

$62.05

-2.05 (-3.20%)

17:45
11/19/18
11/19
17:45
11/19/18
17:45
Conference/Events
Interxion management to meet with SunTrust »

Group dinner to be held…

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  • 19

    Nov

APRN

Blue Apron

$1.15

-0.025 (-2.14%)

17:44
11/19/18
11/19
17:44
11/19/18
17:44
Hot Stocks
Blue Apron officer Lainie Cooney sells over 11K shares of company stock »

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  • 28

    Nov

FE

FirstEnergy

$38.54

-0.25 (-0.64%)

17:38
11/19/18
11/19
17:38
11/19/18
17:38
Hot Stocks
FirstEnergy provides winter storm update »

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MZOR

Mazor Robotics

$58.30

-0.005 (-0.01%)

, MDT

Medtronic

$90.40

-3.28 (-3.50%)

17:32
11/19/18
11/19
17:32
11/19/18
17:32
Hot Stocks
Mazor Robotics shareholders approve merger agreement with Medtronic »

Mazor Robotics (MZOR)…

MZOR

Mazor Robotics

$58.30

-0.005 (-0.01%)

MDT

Medtronic

$90.40

-3.28 (-3.50%)

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  • 20

    Nov

  • 03

    Dec

TNET

TriNet

$44.26

-0.5 (-1.12%)

17:29
11/19/18
11/19
17:29
11/19/18
17:29
Hot Stocks
TriNet names Samantha Wellington chief legal officer »

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CHKP

Check Point

$111.34

-2.83 (-2.48%)

, PANW

Palo Alto Networks

$163.45

-6.135 (-3.62%)

17:25
11/19/18
11/19
17:25
11/19/18
17:25
Conference/Events
Wedbush enterprise analyst to hold a group dinner meeting »

Enterprise Software…

CHKP

Check Point

$111.34

-2.83 (-2.48%)

PANW

Palo Alto Networks

$163.45

-6.135 (-3.62%)

FTNT

Fortinet

$67.78

-5.66 (-7.71%)

QLYS

Qualys

$69.24

-5.355 (-7.18%)

ZS

Zscaler

$33.07

-4.57 (-12.14%)

CYBR

CyberArk

$67.54

-7.19 (-9.62%)

SYMC

Symantec

$22.26

-0.83 (-3.59%)

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  • 19

    Nov

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    Nov

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  • 28

    Nov

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    Nov

  • 29

    Nov

  • 03

    Dec

  • 03

    Dec

  • 04

    Dec

  • 04

    Dec

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    Dec

  • 06

    Dec

  • 10

    Dec

  • 09

    Jan

  • 10

    Jan

LMT

Lockheed Martin

$294.53

-6.53 (-2.17%)

17:24
11/19/18
11/19
17:24
11/19/18
17:24
Hot Stocks
Lockheed Martin awarded $240M Missile Defense contract »

Lockheed Martin is being…

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  • 27

    Nov

ALTM

Altus Midstream Company

$8.35

-0.28 (-3.24%)

17:20
11/19/18
11/19
17:20
11/19/18
17:20
Syndicate
Altus Midstream Company files to sell 360.5M shares of Class A common for holder »

Also files to sell…

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ALTM

Altus Midstream Company

$8.35

-0.28 (-3.24%)

17:19
11/19/18
11/19
17:19
11/19/18
17:19
Syndicate
Altus Midstream Company files to sell 12.56M shares of Class A common stock »

Issuable upon exercise of…

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IEP

Icahn Enterprises

$67.18

-0.97 (-1.42%)

, EGN

Energen

$73.27

-0.14 (-0.19%)

17:19
11/19/18
11/19
17:19
11/19/18
17:19
Hot Stocks
Breaking Hot Stocks news story on Icahn Enterprises, Energen »

Carl Icahn reports 9.9%…

IEP

Icahn Enterprises

$67.18

-0.97 (-1.42%)

EGN

Energen

$73.27

-0.14 (-0.19%)

03/08/13
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D

Dominion

$74.40

0.82 (1.11%)

, SCG

Scana

$43.70

0.75 (1.75%)

17:18
11/19/18
11/19
17:18
11/19/18
17:18
Hot Stocks
NCUC approves Dominion-SCANA combination »

The proposed combination…

D

Dominion

$74.40

0.82 (1.11%)

SCG

Scana

$43.70

0.75 (1.75%)

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NOC

Northrop Grumman

$269.40

-3.14 (-1.15%)

17:17
11/19/18
11/19
17:17
11/19/18
17:17
Hot Stocks
Northrop Grumman awarded $489.92M Air Force contract »

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  • 27

    Nov

CLDR

Cloudera

$11.23

-0.915 (-7.53%)

, HDP

Hortonworks

$14.52

-1.23 (-7.81%)

17:17
11/19/18
11/19
17:17
11/19/18
17:17
Hot Stocks
Hortonworks, Cloudera terminate waiting period for proposed merger »

Cloudera (CLDR) and…

CLDR

Cloudera

$11.23

-0.915 (-7.53%)

HDP

Hortonworks

$14.52

-1.23 (-7.81%)

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  • 05

    Dec

  • 06

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PLSE

Pulse Biosciences

$13.35

0.545 (4.26%)

17:16
11/19/18
11/19
17:16
11/19/18
17:16
Syndicate
Pulse Biosciences commences $45M rights offering »

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XYL

Xylem

$69.46

-1.38 (-1.95%)

17:15
11/19/18
11/19
17:15
11/19/18
17:15
Hot Stocks
Xylem signs MOU with Ethiopia government on water security »

Xylem has signed a…

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  • 27

    Nov

NOC

Northrop Grumman

$269.40

-3.14 (-1.15%)

, SAIC

SAIC

$68.30

-2.18 (-3.09%)

17:12
11/19/18
11/19
17:12
11/19/18
17:12
Hot Stocks
Northrop Grumman, SAIC and others awarded $577.47M in Navy contracts »

Northrop Grumman (NOC),…

NOC

Northrop Grumman

$269.40

-3.14 (-1.15%)

SAIC

SAIC

$68.30

-2.18 (-3.09%)

GD

General Dynamics

$179.25

-3.86 (-2.11%)

BAH

Booz Allen

$51.90

-0.79 (-1.50%)

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  • 27

    Nov

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IR

Ingersoll-Rand

$103.29

-1.045 (-1.00%)

17:12
11/19/18
11/19
17:12
11/19/18
17:12
Initiation
Ingersoll-Rand initiated  »

Ingersoll-Rand initiated…

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  • 27

    Nov

CARB

Carbonite

$25.89

-1.78 (-6.43%)

17:11
11/19/18
11/19
17:11
11/19/18
17:11
Hot Stocks
Carbonite announces $50M stock repurchase program »

Carbonite announced that…

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PES

Pioneer Energy

$2.75

-0.01 (-0.36%)

17:11
11/19/18
11/19
17:11
11/19/18
17:11
Initiation
Pioneer Energy initiated  »

Pioneer Energy initiated…

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  • 26

    Nov

RNGR

Ranger Energy

$7.62

-0.53 (-6.50%)

17:10
11/19/18
11/19
17:10
11/19/18
17:10
Initiation
Ranger Energy initiated  »

Ranger Energy initiated…

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SERV

ServiceMaster

$41.84

-0.58 (-1.37%)

17:09
11/19/18
11/19
17:09
11/19/18
17:09
Initiation
ServiceMaster initiated  »

ServiceMaster initiated…

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  • 11

    Dec

KLIC

Kulicke & Soffa

$19.90

-0.96 (-4.60%)

17:06
11/19/18
11/19
17:06
11/19/18
17:06
Earnings
Kulicke & Soffa sees Q1 revenue $150M-$160M, consensus $191.06M »

Looking forward, Dr.…

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  • 19

    Nov

  • 11

    Dec

KLIC

Kulicke & Soffa

$19.90

-0.96 (-4.60%)

17:04
11/19/18
11/19
17:04
11/19/18
17:04
Earnings
Kulicke & Soffa reports Q4 EPS 45c versus 62c in Q4 last year »

Reports Q4 revenue…

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  • 19

    Nov

  • 11

    Dec

ENTG

Entegris

$26.20

-1.07 (-3.92%)

17:04
11/19/18
11/19
17:04
11/19/18
17:04
Hot Stocks
Entegris announces additional $250M share repurchase authorization »

Entegris announced that…

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  • 27

    Nov

SCI

Service Corp.

$44.69

-0.185 (-0.41%)

17:03
11/19/18
11/19
17:03
11/19/18
17:03
Hot Stocks
Service Corp. exec Sangalis sells 23,617 common shares »

In a regulatory filing,…

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