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NOW

ServiceNow

$173.51

-4.76 (-2.67%)

12:55
01/03/19
01/03
12:55
01/03/19
12:55

ServiceNow put volume heavy and directionally bearish

Bearish flow noted in ServiceNow with 2,475 puts trading, or 1.6x expected. Most active are Feb-19 105 puts and 1/4 weekly 172.5 puts, with total volume in those strikes near 790 contracts. The Put/Call Ratio is 3.03, while ATM IV is up nearly 3 points on the day. Earnings are expected on January 30th.

  • 30

    Jan

  • 25

    Feb

NOW ServiceNow
$173.51

-4.76 (-2.67%)

12/20/18
JEFF
12/20/18
NO CHANGE
JEFF
Jefferies sees 'strong' Software fundamentals heading into 2019
Secular forces in the Software space "remain very strong," and while there are real macro and valuation concerns, indications are that information technology spending trends "will remain supportive in key markets," Jefferies analyst John DiFucci tells investors in a research note titled ": 2019 Outlook: Strong Fundamentals More Than Offset Real Concerns." He believes increased regulation in Europe as well as increased U.S. corporate discretionary capital, along with a setup for continued M&A momentum, "should be supportive of valuations over time." The analyst's top Software picks going into 2019 are Oracle (ORCL), Salesforce (CRM), ServiceNow (NOW), Nice Systems (NICE), Zendesk (ZEN) and Mimecast (MIME).
11/26/18
BARD
11/26/18
NO CHANGE
BARD
Outperform
Baird suggests M&A targets for Google to boost cloud ambitions
Baird analyst Colin Sebastian said he continues to view Google (GOOGL) as fully capable of addressing the entire public cloud opportunity, but its progress has been a bit slower than he expected, noting that the company is still the number-three player in the cloud platform market. The analyst believes the company should embark on a more aggressive "shopping spree" to improve commercialization and compiled a list of suggestions for compatible and complementary acquisitions that met his criteria to be "game-changing" based on core product/service, enterprise reputations, growth profile, and post-integration potential. The list of Sebastian and Baird software analyst Rob Oliver includes Workday (WDAY), ServiceNow (NOW), Atlassian (TEAM), Salesforce (CRM), Zendesk (ZEN), LogMeIn (LOGM), Tableau (DATA) and Box (BOX), he tells investors in a note titled "Google Should Lead Another Cloud Consolidation Wave." Sebastian maintains an Outperform rating on shares of Google parent Alphabet.
10/29/18
JPMS
10/29/18
NO CHANGE
JPMS
JPMorgan lists potential Software takeover targets after Red Hat deal
The volume of acquisitions in Software appears to be picking up with over 70 transactions announced year-to-date including last night's Red Hat (RHT) takeover by IBM (IBM), JPMorgan analyst Sterling Auty tells investors in a research note. The analyst puts the deals announced this year into three buckets: strategic, where the acquirer looks to gain a strong foothold in a new segment, vertical acquiring companies, and valuation, with acquirers going after assets with discounted valuations. Auty sees number of companies fitting those same characteristics across his coverage universe. In the strategic category, the analyst sees Okta (OKTA), Palo Alto Networks (PANW), ServiceNow (NOW), RingCentral (RNG), Aspen Technology (AZPN) and DocuSign (DOCU) as potential acquisition targets. In the vertical industry exposure category, Auty lists Guidewire (GWRE), Veeva (VEEV), Medidata (MDSO), Ellie Mae (ELLI) and Q2 Holdings (QTWO) as potential targets. And in the attractive valuation bucket, the analyst sees FireEye (FEYE), Carbon Black (CBLK), Secureworks (SCWX), Akamai (AKAM) and LogMeln (LOGM) as potential candidates to get acquired.
10/25/18
JEFF
10/25/18
NO CHANGE
Target $234
JEFF
Buy
ServiceNow Q3 'strong,' guidance looks conservative, says Jefferies
Jefferies analyst Samad Samana says ServiceNow beat Q3 expectations "across the board due to strong federal deal activity and healthy bookings." The company's Q3 subscription revenue and billings guidance was slightly below consensus, but would have been roughly in-line if not for deal timing, Samana tells investors in a research note. He views the quarter as "strong" and the guidance as "likely conservative." The analyst trimmed his price target for ServiceNow to $234 from $240 but continues to view the stock as a top pick with a Buy rating.

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Avita Medical

$8.13

-0.06 (-0.73%)

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EIDX

Eidos Therapeutics

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COO

Cooper Companies

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CRM

Salesforce

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0.18 (0.11%)

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Salesforce analyst commentary at Jefferies »

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CCMP

Cabot Microelectronics

$155.89

2.68 (1.75%)

20:15
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Breaking Earnings news story on Cabot Microelectronics »

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CCMP

Cabot Microelectronics

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2.68 (1.75%)

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Earnings
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CCMP

Cabot Microelectronics

$155.89

2.68 (1.75%)

20:14
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Earnings
Cabot Microelectronics reports Q4 EPS $1.68, consensus $1.63 »

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JEF

Jefferies Financial Group

$19.08

0.16 (0.85%)

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NIO

NIO Inc.

$1.82

0.07 (4.01%)

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GOLD

Barrick Gold

$16.57

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GOLD

Barrick Gold

$16.57

-0.095 (-0.57%)

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Saracen close to buying Barrick Gold mine stake for $750M, Bloomberg says »

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ESPR

Esperion

$40.51

0.67 (1.68%)

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PCG

PG&E

$7.41

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XRX

Xerox

$38.95

0.295 (0.76%)

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FOX

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$33.60

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LGF.A

Lionsgate

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LGF.B

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SNE

Sony

$62.03

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VIA

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VIAB

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T.CA

TELUS Corp. (Toronto)

$0.00

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CMCSA

Comcast

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CMCSK

Comcast

$0.00

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DIS

Disney

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  • 09

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JNJ

Johnson & Johnson

$134.97

3.99 (3.05%)

13:36
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BA

Boeing

$371.55

4.25 (1.16%)

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AZN

AstraZeneca

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LLY

Eli Lilly

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1.8 (1.62%)

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  • 30

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AZN

AstraZeneca

$47.46

0.09 (0.19%)

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BA

Boeing

$371.55

4.25 (1.16%)

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BBIO

BridgeBio

$28.26

0.55 (1.98%)

, EIDX

Eidos Therapeutics

$46.58

1.33 (2.94%)

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BBIO

BridgeBio

$28.26

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EIDX

Eidos Therapeutics

$46.58

1.33 (2.94%)

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CLBS

Caladrius

$2.64

-0.06 (-2.22%)

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KNSA

Kiniksa

$6.52

0.1 (1.56%)

12:59
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