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ZM

Zoom Video

$69.25

-1.58 (-2.23%)

10:55
10/15/19
10/15
10:55
10/15/19
10:55

Zoom Video Communications put volume heavy and directionally bearish

Bearish flow noted in Zoom Video Communications with 15,457 puts trading, or 6x expected. Most active are 10/25 weekly 67 puts and Oct-19 71.5 calls, with total volume in those strikes near 10,000 contracts. The Put/Call Ratio is 4.15, while ATM IV is up over 1 point on the day. Earnings are expected on December 5th.

  • 15

    Oct

  • 16

    Dec

ZM Zoom Video
$69.25

-1.58 (-2.23%)

09/16/19
09/16/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. American Finance Trust (AFIN) initiated with a Neutral at B. Riley FBR. 2. Investors Real Estate (IRET) initiated with a Buy at BTIG. 3. Preferred Apartment (APTS) initiated with a Buy at National Securities. 4. Enphase Energy (ENPH) initiated with an Overweight at JPMorgan. 5. Zoom Video (ZM) initiated with an Outperform at Baird. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.
09/30/19
BOFA
09/30/19
DOWNGRADE
Target $21
BOFA
Underperform
BofA/Merrill downgrades 8x8 to Underperform, cuts price target to $21
As previously reported, BofA Merrill Lynch analyst Nikolay Beliov downgraded 8x8, Inc. (EGHT) to Underperform from Neutral and lowered his price target PO to $21 from $28, noting that Q1 subscription growth was only in-line "despite a beat-and-raise set-up" and that both mid-market ARR growth and enterprise ARR growth slowed in Q1 compared to the prior year. Additionally, he sees the company have "one of the worst sales efficiencies amongst peers," which makes it harder trying to compete with Zoom Video (ZM) and Twilio (TWLO), Beliov tells investors.
10/08/19
RBCM
10/08/19
NO CHANGE
Target $95
RBCM
Sector Perform
Zoom Video price target lowered to $95 from $99 at RBC Capital
RBC Capital analyst Alex Zukin lowered his price target on Zoom Video to $95 and kept his Sector Perform rating after meeting with its CFO and VP of Investor Relations. The analyst notes that the company has posted two consecutive quarters of strong results and also has several levers to generate growth and profitability at scale that include an opportunity with Zoom Phone and international expansion. However, the analyst is concerned with Zoom Video's competition from larger legacy firms and notes its "limited operating history", saying that its new price target reflects a more "consistent" enterprise value to expected sales multiple premium relative to the "high growth group."
10/11/19
GSCO
10/11/19
DOWNGRADE
Target $66
GSCO
Sell
Crowdstrike downgraded to Sell from Neutral at Goldman Sachs
Goldman Sachs analyst Heather Bellini downgraded Crowdstrike Holdings (CCRWD) to Sell from Neutral with a price target of $66, down from $83. The shares closed Thursday down $1.67 to $61.41. While CrowdStrike is very well positioned in the market for endpoint security, and can continue to post upside to estimates, a "blue sky analysis" suggests this is likely priced in at current share levels, Bellini tells investors in a research note. The analyst this morning also upgraded Workday (WDAY) to Buy from Neutral. Her "Blue Sky analyses" show that the companies with the highest potential upside to 2020 estimates are Zoom Video (ZM), Slack Technologies (WORK), and Elastic (ESTC).

TODAY'S FREE FLY STORIES

07:40
11/19/19
11/19
07:40
11/19/19
07:40
General news
Treasury Market Outlook: trading was pretty quiet overnight »

Treasury Market Outlook:…

FLT

FleetCor

$298.35

1.19 (0.40%)

07:39
11/19/19
11/19
07:39
11/19/19
07:39
Conference/Events
FleetCor management to meet with BTIG »

Meetings to be held in…

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  • 19

    Nov

  • 20

    Nov

  • 21

    Nov

PRIM

Primoris

$21.34

-0.31 (-1.43%)

07:38
11/19/19
11/19
07:38
11/19/19
07:38
Hot Stocks
Primoris announces industrial awards valued over $30M »

Primoris Services…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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AFMD

Affimed N.V.

$2.43

-0.045 (-1.82%)

07:37
11/19/19
11/19
07:37
11/19/19
07:37
Hot Stocks
Affimed N.V. expects cash, cash equivalents to fund operations into 4Q21 »

Cash, cash equivalents…

03/08/13
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03/06/13
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03/06/13
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  • 19

    Nov

ECL

Ecolab

$191.28

-0.45 (-0.23%)

07:37
11/19/19
11/19
07:37
11/19/19
07:37
Conference/Events
Ecolab management to meet with Jefferies »

Meetings to be held in…

03/08/13
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03/06/13
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  • 19

    Nov

  • 20

    Nov

  • 21

    Nov

AFMD

Affimed N.V.

$2.43

-0.045 (-1.82%)

07:37
11/19/19
11/19
07:37
11/19/19
07:37
Hot Stocks
Affimed N.V. appoints Cassandra Choe-Juliak as acting CMO »

Affimed announced the…

03/08/13
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  • 19

    Nov

AFMD

Affimed N.V.

$2.43

-0.045 (-1.82%)

07:35
11/19/19
11/19
07:35
11/19/19
07:35
Hot Stocks
Affimed N.V. plans preclinical studies for AFM28, AFM32 in 2020 »

Affimed selected two new…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 19

    Nov

FB

Facebook

$197.45

2.38 (1.22%)

, BMY

Bristol-Myers

$57.62

-0.99 (-1.69%)

07:35
11/19/19
11/19
07:35
11/19/19
07:35
Options
Unusual call flow in option market yesterday »

Notable call activity was…

FB

Facebook

$197.45

2.38 (1.22%)

BMY

Bristol-Myers

$57.62

-0.99 (-1.69%)

LK

Luckin Coffee

$28.17

1.11 (4.10%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 19

    Nov

  • 20

    Nov

  • 21

    Nov

  • 26

    Nov

PTON

Peloton

$30.22

2.94 (10.78%)

07:34
11/19/19
11/19
07:34
11/19/19
07:34
Recommendations
Peloton analyst commentary  »

JPMorgan reiterates…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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  • 09

    Dec

MXL

MaxLinear

$19.84

-0.2 (-1.00%)

07:34
11/19/19
11/19
07:34
11/19/19
07:34
Upgrade
MaxLinear rating change  »

MaxLinear upgraded to Buy…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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ESL

Esterline

$0.00

(0.00%)

07:34
11/19/19
11/19
07:34
11/19/19
07:34
Conference/Events
Esterline management to meet with Jefferies »

Meetings to be held in…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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AFMD

Affimed N.V.

$2.43

-0.045 (-1.82%)

07:33
11/19/19
11/19
07:33
11/19/19
07:33
Hot Stocks
Affimed N.V. to initiate Phase 1/2a study of AFM24 in 1Q20 »

In October 2019, Affimed…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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  • 19

    Nov

MBRX

Moleculin Biotech

$1.04

(0.00%)

07:32
11/19/19
11/19
07:32
11/19/19
07:32
Hot Stocks
Moleculin Biotech reports preliminary data from clinical trial of WP1220 »

Moleculin Biotech…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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YGYI

Youngevity

07:32
11/19/19
11/19
07:32
11/19/19
07:32
Recommendations
Youngevity analyst commentary  »

Youngevity price target…

03/08/13
Wedge Partners
03/08/13
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03/06/13
Citigroup
03/06/13
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HP

Helmerich & Payne

$38.84

-1.72 (-4.24%)

07:32
11/19/19
11/19
07:32
11/19/19
07:32
Downgrade
Helmerich & Payne rating change  »

Helmerich & Payne…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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VTR

Ventas

$58.35

0.1 (0.17%)

07:32
11/19/19
11/19
07:32
11/19/19
07:32
Upgrade
Ventas rating change  »

Ventas upgraded to Buy…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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AFMD

Affimed N.V.

$2.43

-0.045 (-1.82%)

07:32
11/19/19
11/19
07:32
11/19/19
07:32
Earnings
Affimed N.V. reports Q3 EPS (EUR0.17) vs. (EUR0.19) last year »

Reports Q3 revenue…

03/08/13
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  • 19

    Nov

PGNY

Progyny

$24.89

1.095 (4.60%)

07:31
11/19/19
11/19
07:31
11/19/19
07:31
Initiation
Progyny initiated  »

Progyny initiated with an…

03/08/13
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03/06/13
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CINF

Cincinnati Financial

$107.85

0.84 (0.78%)

07:31
11/19/19
11/19
07:31
11/19/19
07:31
Conference/Events
Cincinnati Financial management to meet with Buckingham »

Meeting to be held in the…

03/08/13
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03/08/13
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03/06/13
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  • 19

    Nov

TSM

TSMC

$53.41

0.12 (0.23%)

, RVLV

Revolve Group

$15.15

-0.315 (-2.04%)

07:30
11/19/19
11/19
07:30
11/19/19
07:30
Options
Unusual put flow in option market yesterday »

Notable put activity was…

TSM

TSMC

$53.41

0.12 (0.23%)

RVLV

Revolve Group

$15.15

-0.315 (-2.04%)

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
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SAGE

Sage Therapeutics

$145.61

-0.75 (-0.51%)

07:29
11/19/19
11/19
07:29
11/19/19
07:29
Recommendations
Sage Therapeutics analyst commentary  »

Sage Therapeutics…

03/08/13
Wedge Partners
03/08/13
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03/06/13
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03/06/13
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CHE

Chemed

$414.70

7.7 (1.89%)

07:29
11/19/19
11/19
07:29
11/19/19
07:29
Conference/Events
Chemed management to meet with Oppenheimer »

Meetings to be held in…

03/08/13
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03/08/13
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03/06/13
Citigroup
03/06/13
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  • 19

    Nov

  • 20

    Nov

VRCA

Verrica Pharmaceuticals

$14.35

-0.35 (-2.38%)

07:29
11/19/19
11/19
07:29
11/19/19
07:29
Hot Stocks
Verrica Pharmaceuticals announces passing of board member Glenn Oclassen »

Verrica Pharmaceuticals…

03/08/13
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03/08/13
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03/06/13
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03/06/13
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FTNT

Fortinet

$103.80

2.31 (2.28%)

07:28
11/19/19
11/19
07:28
11/19/19
07:28
Recommendations
Fortinet analyst commentary  »

Fortinet price target…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 19

    Nov

  • 05

    Dec

  • 06

    Dec

  • 09

    Dec

  • 12

    Dec

AVGO

Broadcom

$310.95

-1.86 (-0.59%)

07:27
11/19/19
11/19
07:27
11/19/19
07:27
Upgrade
Broadcom rating change  »

Broadcom upgraded to…

03/08/13
Wedge Partners
03/08/13
Credit Suisse
03/06/13
Citigroup
03/06/13
Barclays

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  • 12

    Dec

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