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Hot Stocks	Salesforce CEO sells another $51.5M in common stock » 06:57 07/01/22 07/01 06:57 07/01/22 06:57 CRM Salesforce $165.18 / -5.43 (-3.18%) In a regulatory filing… In a regulatory filing last night, Salesforce disclosed that its co-CEO Marc Benioff sold another 302K shares of common stock on June 29th in a total transaction size of $51.5M as part of option exercise. This follows Benioff's $53.0M sale on June 28th. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options CRM Salesforce $165.18 / -5.43 (-3.18%) 06/29/22 Salesforce CEO sells $53M in common stock 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange CRM Salesforce $165.18 / -5.43 (-3.18%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel CRM Salesforce $165.18 / -5.43 (-3.18%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 CRM Salesforce $165.18 / -5.43 (-3.18%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says CRM Salesforce $165.18 / -5.43 (-3.18%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers CRM Salesforce $165.18 / -5.43 (-3.18%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish

Wednesday
Hot Stocks	Salesforce CEO sells $53M in common stock » 20:27 06/29/22 06/29 20:27 06/29/22 20:27 CRM Salesforce $170.55 / -0.975 (-0.57%) In a regulatory filing,… In a regulatory filing, Salesforce disclosed that its co-CEO Marc Benioff sold 302K shares of common stock on June 28th in a total transaction size of $53.0M as part of option exercise. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options CRM Salesforce $170.55 / -0.975 (-0.57%) 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration CRM Salesforce $170.55 / -0.975 (-0.57%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel CRM Salesforce $170.55 / -0.975 (-0.57%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 CRM Salesforce $170.55 / -0.975 (-0.57%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says CRM Salesforce $170.55 / -0.975 (-0.57%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers CRM Salesforce $170.55 / -0.975 (-0.57%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish

Over a week ago
Hot Stocks	EU commercial vehicle registrations down 17.7% in May » 09:27 06/23/22 06/23 09:27 06/23/22 09:27 DDAIF Mercedes-Benz Group $65.82 / -1.53 (-2.27%) , PCAR Paccar $83.65 / -0.84 (-0.99%) , CNHI CNH Industrial $12.45 / -0.38 (-2.96%) , NAV Navistar $44.50 / + (+0.00%) , CMI Cummins $193.94 / -2.325 (-1.18%) , ALSN Allison Transmission $37.82 / -0.495 (-1.29%) In May, new commercial… In May, new commercial vehicle registrations in the European Union declined by 17.7% to 136,410 units, reported the European Automobile Manufacturers Association. This drop was mainly the result of a fall in new van sales, the group said. Publicly traded truck makers and suppliers include Daimler AG (DDAIF), Paccar (PCAR), CNH Industrial (CNHI), Navistar (NAV), Cummins (CMI) and Allison Transmission (ALSN). Reference Link ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options PCAR NAV DDAIF CNHI CMI ALSN PCAR Paccar $83.65 / -0.84 (-0.99%) 06/01/22 Paccar sees Q2 volumes, margins closer to 'high end' of view 03/24/22 EU commercial vehicle registrations down 15.7% in February NAV Navistar $44.50 / + (+0.00%) 03/07/22 EPA proposes stronger rules for heavy-duty vehicles 'for zero-emissions future' DDAIF Mercedes-Benz Group $65.82 / -1.53 (-2.27%) 06/16/22 EU passenger car registrations down 11.2% in May 05/25/22 EU commercial vehicle registrations down 27.1% in April 05/18/22 EU passenger car registrations down 20.6% in April 04/27/22 EU commercial vehicle registrations down 24.9% in March CNHI CNH Industrial $12.45 / -0.38 (-2.96%) 05/25/22 CNH Industrial, Iveco sign MOU for joint social development initiatives 05/17/22 CNH Industrial announces subsidiary notes offering CMI Cummins $193.94 / -2.325 (-1.18%) 06/15/22 Allison Transmission reports arrival hybrid buses with eGen Flex at IndyGo 06/08/22 Chevron, Cummins team on renewable natural gas engine demonstration 05/20/22 Meritor to acquire Siemens' Commercial Vehicles business for EUR 190M in cash ALSN Allison Transmission $37.82 / -0.495 (-1.29%) 05/19/22 Allison Transmission to provide propulsion solutions for Army vehicles 05/09/22 Allison Transmission showcases advanced propulsion technology DDAIF PCAR CNHI NAV CMI ALSN DDAIF Mercedes-Benz Group $65.82 / -1.53 (-2.27%) 05/18/22 Exane BNP Paribas Tesla gets price target cut after losing Exane's 'EV World Cup' 05/17/22 Bernstein Mercedes-Benz Group initiated with an Outperform at Bernstein 04/28/22 RBC Capital Mercedes-Benz Group price target raised to EUR 89 from EUR 88 at RBC Capital 03/31/22 Credit Suisse Mercedes-Benz Group price target lowered to EUR 83 from EUR 90 at Credit Suisse PCAR Paccar $83.65 / -0.84 (-0.99%) 06/07/22 JPMorgan JPMorgan sees opportunity to own Paccar after truck dealer survey 04/14/22 Deutsche Bank Paccar price target lowered to $96 from $100 at Deutsche Bank 04/12/22 Citi Paccar downgraded to Neutral from Buy at Citi 04/05/22 Jefferies Paccar downgraded to Hold from Buy at Jefferies CNHI CNH Industrial $12.45 / -0.38 (-2.96%) 05/24/22 BofA Salesforce, CNH removed from US 1 list at at BofA 04/14/22 Deutsche Bank CNH Industrial price target lowered to $20 from $21 at Deutsche Bank 03/28/22 JPMorgan CNH Industrial price target raised to $20 from $19 at JPMorgan 02/18/22 Citi CNH Industrial resumed with a Buy at Citi NAV Navistar $44.50 / + (+0.00%) CMI Cummins $193.94 / -2.325 (-1.18%) 06/23/22 Morgan Stanley Cummins resumed with an Equal Weight at Morgan Stanley 05/04/22 Credit Suisse Cummins price target lowered to $270 from $304 at Credit Suisse 04/14/22 Deutsche Bank Cummins price target lowered to $233 from $256 at Deutsche Bank 04/12/22 Citi Cummins price target lowered to $220 from $260 at Citi ALSN Allison Transmission $37.82 / -0.495 (-1.29%) 04/12/22 Citi Allison Transmission price target lowered to $39 from $41 at Citi 02/22/22 Credit Suisse Allison Transmission downgraded to Neutral from Outperform at Credit Suisse 02/17/22 Goldman Sachs Allison Transmission price target raised to $38 from $35 at Goldman Sachs 12/09/21 Morgan Stanley Allison Transmission cut to Underweight at Morgan Stanley on zero-emissions ramp PCAR DDAIF CNHI CMI ALSN PCAR Paccar $83.65 / -0.84 (-0.99%) 04/26/22 Paccar reports Q1 EPS $1.72, consensus $1.54 01/25/22 Paccar reports Q4 EPS $1.47, consensus $1.32 01/24/22 Notable companies reporting before tomorrow's open DDAIF Mercedes-Benz Group $65.82 / -1.53 (-2.27%) 04/27/22 Mercedes-Benz Group sees FY22 revenue slightly higher vs. last year 04/27/22 Mercedes-Benz Group reports Q1 revenue EUR 34.9B vs. EUR 32.9B last year 02/24/22 Mercedes-Benz Group reports FY21 EPS EUR12.89 vs. EUR3.39 in FY20 CNHI CNH Industrial $12.45 / -0.38 (-2.96%) 05/03/22 CNH Industrial sees FY22 net sales up between 10%-14% 05/03/22 CNH Industrial reports Q1 adjusted EPS 28c, consensus 24c 02/08/22 CNH Industrial reports Q4 adjusted EPS 25c, consensus 20c CMI Cummins $193.94 / -2.325 (-1.18%) 05/03/22 Cummins raises FY22 revenue view to up 8% from up 6%, consensus $25.53B 05/03/22 Cummins reports Q1 EPS $2.92, consensus $3.56 02/03/22 Cummins sees FY22 revenue up 6%, consensus $25.81B 02/03/22 Cummins reports Q4 EPS $2.73, consensus $3.15 ALSN Allison Transmission $37.82 / -0.495 (-1.29%) 04/27/22 Allison affirms 2022 sales outlook $2.625B-$2.775B, consensus $2.7B 04/27/22 Allison Transmission reports Q1 EPS $1.30, consensus $1.17 02/16/22 Allison Transmission sees FY22 revenue $2.63B-$2.78B, consensus $2.60B 02/16/22 Allison Transmission reports Q4 EPS $1.15, consensus 91c PCAR DDAIF CNHI PCAR Paccar $83.65 / -0.84 (-0.99%) 03/17/22 Intel, Micron CEOs to testify to Senate for $52B in subsidies, Reuters reports DDAIF Mercedes-Benz Group $65.82 / -1.53 (-2.27%) 02/21/22 Mercedes-Benz foresees EV-only production lines within few years, Reuters says CNHI CNH Industrial $12.45 / -0.38 (-2.96%) 05/03/22 CNH employees strike after CNH fails to reach agreement with union, WSJ reports 02/12/22 Caterpillar, Philip Morris could thrive during inflation, Barron's says DDAIF CNHI CMI ALSN DDAIF Mercedes-Benz Group $65.82 / -1.53 (-2.27%) 04/01/22 What You Missed On Wall Street On Friday 04/01/22 What You Missed On Wall Street This Morning CNHI CNH Industrial $12.45 / -0.38 (-2.96%) 01/03/22 Wall Street in Fives - Must Read Lists for Monday 01/03/22 Wall Street in Fives - Must Read Lists at Midday 01/03/22 Fly Intel: Pre-market Movers 12/27/21 Wall Street in Fives - Must Read Lists for Monday CMI Cummins $193.94 / -2.325 (-1.18%) 03/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/22/22 What You Missed On Wall Street On Tuesday 02/22/22 What You Missed On Wall Street This Morning 02/22/22 Fly Intel: Pre-market Movers ALSN Allison Transmission $37.82 / -0.495 (-1.29%) 02/22/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations CNHI CNHI CNH Industrial $12.45 / -0.38 (-2.96%) 01/04/22 Notable open interest changes for January 4th
Conference/Events	Oppenheimer to hold a virtual bus tour » 04:55 06/15/22 06/15 04:55 06/15/22 04:55 AVGO Broadcom $520.26 / +2.45 (+0.47%) , INTC Intel $37.95 / +0.17 (+0.45%) , MPWR Monolithic Power $406.85 / +16.98 (+4.36%) , MRVL Marvell $48.50 / -0.26 (-0.53%) , NVDA Nvidia $158.39 / +1.88 (+1.20%) , SWKS Skyworks $92.70 / -0.45 (-0.48%) , ASAN Asana $17.76 / -0.3 (-1.66%) , CRM Salesforce $164.62 / -1.58 (-0.95%) , DOCU DocuSign $57.29 / -1.825 (-3.09%) , HCP HashiCorp $26.91 / -1.07 (-3.82%) , NET Cloudflare $40.77 / -0.8 (-1.92%) , OKTA Okta $81.48 / -0.19 (-0.23%) , RNG RingCentral $48.67 / -1.62 (-3.22%) , TEAM Atlassian $167.90 / +1.52 (+0.91%) , TWLO Twilio $81.81 / -1.83 (-2.19%) , ZS Zscaler $142.04 / +1.055 (+0.75%) , VMW VMware $121.32 / -1.19 (-0.97%) , USER UserTesting $5.02 / -0.01 (-0.20%) , INTA Intapp $14.77 / -0.72 (-4.65%) , FROG JFrog $17.93 / +0.4 (+2.28%) , EVCM EverCommerce $7.84 / -0.33 (-4.04%) , ESTC Elastic $62.94 / -0.98 (-1.53%) , BILL Bill.com $106.02 / +0.265 (+0.25%) , CWAN Clearwater Analytics $12.63 / -0.595 (-4.50%) , EGHT 8x8 $5.74 / -0.1 (-1.71%) , WDAY Workday $139.42 / -2.86 (-2.01%) Semiconductor &… Semiconductor & Software Virtual Bus Tour is being held on June 13-16 hosted by Oppenheimer. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZS WDAY VMW USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG EVCM ESTC EGHT DOCU CWAN CRM BILL AVGO ASAN ZS Zscaler $142.04 / +1.055 (+0.75%) 05/02/22 Zscaler appoints Castle as Chief People Officer 04/13/22 Synchronoss appoints Stanley Lowe as chief information security officer 12/22/21 Zscaler officer Rajic sells $7.9M in company shares 12/20/21 Zscaler CFO sells $4.47M in common stock WDAY Workday $139.42 / -2.86 (-2.01%) 05/26/22 Workday drops 7% to $155.50 after Q1 EPS misses estimates 02/28/22 Workday sees FY23 subscription revenue at $5.53B-$5.55B, up 22% y/y 02/14/22 Lone Pine takes stakes in Mastercard, Visa, exits Twitter, Meta Platforms VMW VMware $121.32 / -1.19 (-0.97%) 05/23/22 VMware rises 20.8% USER UserTesting $5.02 / -0.01 (-0.20%) 06/10/22 UserTesting falls -8.4% 06/06/22 UserTesting rises 18.4% 04/19/22 UserTesting rises 13.2% 04/18/22 UserTesting falls -18.1% TWLO Twilio $81.81 / -1.83 (-2.19%) 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center TEAM Atlassian $167.90 / +1.52 (+0.91%) 05/16/22 Lone Pine adds TSMC in Q1, exits KE Holdings and Adobe 05/13/22 Soros buys Lucid, exits GM in Q1 04/07/22 Atlassian sees total annual revenue for its markets reaching $176B 02/09/22 Atlassian explores redomiciling from the U.K. to the U.S. SWKS Skyworks $92.70 / -0.45 (-0.48%) 12/16/21 Skyworks drops 10% following Bloomberg report, Broadcom down 3% 12/16/21 Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips RNG RingCentral $48.67 / -1.62 (-3.22%) 05/09/22 RingCentral names Sonalee Parekh CFO 03/23/22 Theta Lake attracts $50M in series B funding 02/22/22 RingCentral sees Q1 EPS 34c, consensus 33c 02/22/22 RingCentral reports Q4 subscriptions revenue up 37% y/y OKTA Okta $81.48 / -0.19 (-0.23%) 06/02/22 Okta jumps 16% to $108.35 after raising fiscal year outlook 04/20/22 Okta says January breach lasted 25 minutes, impacted two customers 03/25/22 Okta does not consider January cyber incident 'to be material' 03/22/22 Microsoft says Lapsus$ stole source code through 'limited' access NVDA Nvidia $158.39 / +1.88 (+1.20%) 06/07/22 Duos Technologies Group joins Nvidia Metropolis partner program 06/06/22 ARIA Cybersecurity announces ARIA Zero Trust Gateway 05/27/22 Nvidia recommends shareholders reject 'mini-tender' offer from Tutanota NET Cloudflare $40.77 / -0.8 (-1.92%) 05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms MRVL Marvell $48.50 / -0.26 (-0.53%) 05/09/22 Marvell to acquire Tanzanite in an all-cash transaction 04/20/22 Marvell appoints Sara Andrews to board of directors 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 03/14/22 Marvell CEO: The company is performing extremely well MPWR Monolithic Power $406.85 / +16.98 (+4.36%) 05/25/22 Monolithic launches MPSafe Portfolio of safety-oriented automotive products 04/19/22 Monolithic Power gets 3rd party ISO26262 functional safety product development 02/10/22 Monolithic Power increases quarterly cash dividend to 75c per share INTC Intel $37.95 / +0.17 (+0.45%) 06/12/22 Fly Intel: Top five weekend stock stories 06/08/22 Intel appoints April Miller Boise as EVP, CLO 06/07/22 Nvidia has selected Sapphire Rapids to be the CPU for Hopper, says Huang 06/07/22 Schneider Electric collaborates with Intel INTA Intapp $14.77 / -0.72 (-4.65%) 06/07/22 Lightfoot, Franklin & White selects Oneplace Marketing & Business Development 05/17/22 Intapp announces Beck Redden selected OnePlace Marketing & Business Development 04/26/22 Intapp, KPMG form strategic alliance to accelerate digital transformation 03/30/22 Intapp announces Hannes Snellman has selected OnePlace Risk & Compliance HCP HashiCorp $26.91 / -1.07 (-3.82%) 04/26/22 HashiCorp director buys $3.01M in common stock FROG JFrog $17.93 / +0.4 (+2.28%) 03/24/22 JFrog announces distribution partnership with Softline India 02/15/22 JFrog up 3% as investor day continues EVCM EverCommerce $7.84 / -0.33 (-4.04%) 01/21/22 EverCommerce ends 2021 with over 600,000 customers ESTC Elastic $62.94 / -0.98 (-1.53%) 06/01/22 Elastic jumps 4% to $64.45 after smaller than expected Q4 earnings loss 05/19/22 Elastic expands collaboration with Amazon Web Services for Elastic Cloud 05/11/22 Elastic expands strategic partnership with Microsoft 02/16/22 Elastic, Amazon reach agreement on trademark infringement lawsuit EGHT 8x8 $5.74 / -0.1 (-1.71%) 01/12/22 8x8 appoints Stephanie Garcia as chief human resources officer DOCU DocuSign $57.29 / -1.825 (-3.09%) 06/09/22 DocuSign reports Q1 subscription revenue $569.3M, up 26% y/y 06/09/22 DocuSign drops 12% to $76.88 after Q1 profit misses estimates 06/07/22 DocuSign jumps 4% to $91.27 after announcing expanded partnership with Microsoft 06/07/22 DocuSign, Microsoft expand strategic partnership CWAN Clearwater Analytics $12.63 / -0.595 (-4.50%) 03/22/22 Clearwater Analytics announces partnership with Flyer Financial 03/22/22 Clearwater Analytics falls -4.6% 03/02/22 Clearwater Analytics selected by Athora Holding for operations streamlining CRM Salesforce $164.62 / -1.58 (-0.95%) 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration BILL Bill.com $106.02 / +0.265 (+0.25%) 05/19/22 Bill.com rises 16.6% 05/11/22 Bill.com hires Michael DeAngelo as Chief People Officer 05/06/22 Bill.com falls -26.9% AVGO Broadcom $520.26 / +2.45 (+0.47%) 05/26/22 Broadcom deal for VMware provides for 'go-shop' provision 05/26/22 Broadcom board authorizes new $10B share repurchase program 05/26/22 Broadcom to buy VMware for about $61B in cash and stock or $138.23 per share 05/26/22 Broadcom to acquire VMware for about $61B in cash and stock ASAN Asana $17.76 / -0.3 (-1.66%) 06/03/22 Asana falls -11.9% 06/03/22 Asana falls -12.3% 05/23/22 Asana teams with Align for solutions to Invisalign-trained U.S dental practices 05/20/22 Align Technology, Asana enter pact to offer Asana Smiles for Align solution AVGO INTC MPWR MRVL NVDA SWKS ASAN CRM DOCU HCP NET OKTA RNG TEAM TWLO ZS VMW USER INTA FROG EVCM ESTC BILL CWAN EGHT WDAY AVGO Broadcom $520.26 / +2.45 (+0.47%) 05/27/22 RBC Capital VMware downgraded to Sector Perform from Outperform at RBC Capital 05/27/22 Mizuho Broadcom price target raised to $725 from $700 at Mizuho 05/27/22 KeyBanc Broadcom price target raised to $780 from $720 at KeyBanc 05/27/22 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc INTC Intel $37.95 / +0.17 (+0.45%) 06/13/22 Citi Notebook shipments miss for fifth consecutive month, says Citi 06/10/22 Oppenheimer Oppenheimer sees issues continuing to weigh on Intel 06/08/22 Benchmark Intel CFO comments likely point to 'negative' Q2 results, says Benchmark 06/08/22 Benchmark Western Digital break-up value 46%-82% higher than current value, says Benchmark MPWR Monolithic Power $406.85 / +16.98 (+4.36%) 05/03/22 KeyBanc Monolithic Power price target raised to $570 from $520 at KeyBanc 04/20/22 Deutsche Bank Monolithic Power price target lowered to $500 from $510 at Deutsche Bank 04/08/22 Truist Monolithic Power price target lowered to $545 from $568 at Truist 02/11/22 Needham Monolithic Power upgraded to Buy from Hold at Needham MRVL Marvell $48.50 / -0.26 (-0.53%) 06/01/22 BofA BofA sees 'compelling' valuations in semis, names top picks 05/27/22 BMO Capital Marvell price target lowered to $82 from $98 at BMO Capital 05/27/22 Needham Marvell price target lowered to $75 from $105 at Needham 05/27/22 BofA Marvell price target lowered to $90 from $100 at BofA NVDA Nvidia $158.39 / +1.88 (+1.20%) 05/31/22 Wells Fargo 'Venado' another supercomputing CPU win for Nvidia, says Wells Fargo 05/27/22 Baird Nvidia price target lowered to $165 from $225 at Baird 05/26/22 Needham Nvidia price target lowered to $240 from $400 at Needham SWKS Skyworks $92.70 / -0.45 (-0.48%) 05/17/22 Piper Sandler Piper moves to 'more positive stance' on semiconductor stocks 05/05/22 Raymond James Qorvo price target lowered to $155 from $180 at Raymond James 05/04/22 Craig-Hallum Skyworks price target lowered to $180 from $220 at Craig-Hallum 05/04/22 Benchmark Skyworks price target lowered to $155 from $190 at Benchmark ASAN Asana $17.76 / -0.3 (-1.66%) 06/03/22 Oppenheimer Asana price target lowered to $40 from $60 at Oppenheimer 06/03/22 JMP Securities Asana price target lowered to $43 from $68 at JMP Securities 06/03/22 Baird Asana price target lowered to $31 from $65 at Baird 06/03/22 Piper Sandler Asana price target lowered to $35 from $55 at Piper Sandler CRM Salesforce $164.62 / -1.58 (-0.95%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel DOCU DocuSign $57.29 / -1.825 (-3.09%) 06/13/22 Wolfe Research DocuSign downgraded to Underperform from Peer Perform at Wolfe Research 06/10/22 UBS DocuSign price target lowered to $70 from $85 at UBS 06/10/22 Citi DocuSign price target lowered to $90 from $114 at Citi 06/10/22 Baird DocuSign price target lowered to $60 from $95 at Baird HCP HashiCorp $26.91 / -1.07 (-3.82%) 06/03/22 JMP Securities HashiCorp price target lowered to $54 from $68 at JMP Securities 06/03/22 Stifel HashiCorp price target lowered to $51 from $60 at Stifel 06/03/22 Piper Sandler HashiCorp price target lowered to $46 from $59 at Piper Sandler 04/12/22 Piper Sandler HashiCorp initiated with a Neutral at Piper Sandler NET Cloudflare $40.77 / -0.8 (-1.92%) 05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist OKTA Okta $81.48 / -0.19 (-0.23%) 06/03/22 Morgan Stanley Okta Q1 report should be 'clearing event,' says Morgan Stanley 06/03/22 DA Davidson Okta price target raised to $140 from $125 at DA Davidson 06/03/22 Oppenheimer Okta price target lowered to $170 from $210 at Oppenheimer 06/03/22 BTIG Okta price target lowered to $152 from $216 at BTIG RNG RingCentral $48.67 / -1.62 (-3.22%) 05/23/22 Jefferies RingCentral price target lowered to $80 from $100 at Jefferies 05/18/22 Wells Fargo RingCentral price target lowered to $115 from $150 at Wells Fargo 05/16/22 Baird Baird downgrades three cloud stocks on focus shift to cash flows 05/16/22 Baird RingCentral downgraded to Neutral from Outperform at Baird TEAM Atlassian $167.90 / +1.52 (+0.91%) 05/23/22 Jefferies Atlassian price target lowered to $180 from $275 at Jefferies 05/18/22 Wells Fargo Atlassian price target lowered to $300 from $400 at Wells Fargo 05/16/22 Mizuho Atlassian price target lowered to $360 from $500 at Mizuho 05/10/22 Truist Atlassian price target lowered to $220 from $375 at Truist TWLO Twilio $81.81 / -1.83 (-2.19%) 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies ZS Zscaler $142.04 / +1.055 (+0.75%) 05/27/22 Cowen Zscaler price target lowered to $194 from $405 at Cowen 05/27/22 Canaccord Zscaler price target lowered to $210 from $320 at Canaccord 05/27/22 BMO Capital Zscaler price target lowered to $172 from $270 at BMO Capital 05/27/22 Baird Zscaler price target lowered to $200 from $300 at Baird VMW VMware $121.32 / -1.19 (-0.97%) 05/31/22 Deutsche Bank VMware price target raised to $142.50 from $135 at Deutsche Bank USER UserTesting $5.02 / -0.01 (-0.20%) 06/08/22 Baird to hold a conference 03/01/22 JPMorgan UserTesting price target lowered to $13 from $14 at JPMorgan 12/13/21 Fly Intel: Top five analyst initiations INTA Intapp $14.77 / -0.72 (-4.65%) 05/12/22 Credit Suisse Intapp price target lowered to $27 from $35 at Credit Suisse 05/12/22 Raymond James Intapp price target lowered to $26 from $32 at Raymond James 02/10/22 Raymond James Intapp price target lowered to $32 from $41 at Raymond James 02/10/22 JPMorgan Intapp price target lowered to $42 from $50 at JPMorgan FROG JFrog $17.93 / +0.4 (+2.28%) 05/26/22 Piper Sandler JFrog price target lowered to $20 from $24 at Piper Sandler 05/10/22 Needham JFrog price target lowered to $23 from $32 at Needham 05/10/22 Stifel JFrog price target lowered to $29 from $36 at Stifel 05/10/22 Oppenheimer JFrog price target lowered to $37 from $45 at Oppenheimer EVCM EverCommerce $7.84 / -0.33 (-4.04%) 05/23/22 Jefferies EverCommerce price target lowered to $11 from $14 at Jefferies 05/10/22 Canaccord EverCommerce price target lowered to $17 from $20 at Canaccord 03/21/22 Stifel EverCommerce price target lowered to $18 from $21 at Stifel 03/15/22 Deutsche Bank EverCommerce price target lowered to $16 from $18 at Deutsche Bank ESTC Elastic $62.94 / -0.98 (-1.53%) 06/02/22 Citi Elastic price target raised to $125 from $97 at Citi 06/02/22 Stifel Elastic price target lowered to $100 from $125 at Stifel 06/02/22 Piper Sandler Elastic price target lowered to $85 from $155 at Piper Sandler 05/31/22 RBC Capital Elastic price target lowered to $110 from $133 at RBC Capital BILL Bill.com $106.02 / +0.265 (+0.25%) 05/31/22 KeyBanc Bill.com price target lowered to $175 from $225 at KeyBanc 05/24/22 Piper Sandler Bill.com price target lowered to $205 from $300 at Piper Sandler 05/23/22 Jefferies Bill.com price target lowered to $150 from $250 at Jefferies 05/20/22 JPMorgan Bill.com initiated with an Overweight at JPMorgan CWAN Clearwater Analytics $12.63 / -0.595 (-4.50%) 03/03/22 Wells Fargo Clearwater Analytics price target lowered to $23 from $28 at Wells Fargo 01/13/22 Piper Sandler Clearwater Analytics price target lowered to $22 from $25 at Piper Sandler 10/20/21 DA Davidson Clearwater Analytics initiated with a Buy at DA Davidson 10/19/21 Fly Intel: Top five analyst initiations EGHT 8x8 $5.74 / -0.1 (-1.71%) 05/11/22 Needham 8x8 price target lowered to $13 from $22 at Needham 05/11/22 Craig-Hallum 8x8 price target lowered to $10 from $20 at Craig-Hallum 05/11/22 Evercore ISI 8x8 price target lowered to $18 from $30 at Evercore ISI 05/11/22 BTIG 8x8 price target lowered to $16 from $36 at BTIG WDAY Workday $139.42 / -2.86 (-2.01%) 05/27/22 DA Davidson Workday price target lowered to $220 from $250 at DA Davidson 05/27/22 Stifel Workday price target lowered to $220 from $275 at Stifel 05/27/22 BMO Capital Workday price target lowered to $239 from $249 at BMO Capital ZS WDAY VMW USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG EVCM ESTC EGHT DOCU CWAN CRM BILL AVGO ASAN ZS Zscaler $142.04 / +1.055 (+0.75%) 05/26/22 Zscaler sees FY22 EPS 64c-65c, consensus $55c 05/26/22 Zscaler sees Q4 EPS 20c-22c, consensus 17c 05/26/22 Zscaler reports Q3 EPS 17c, consensus 11c WDAY Workday $139.42 / -2.86 (-2.01%) 05/26/22 Workday sees Q2 subscription revenue $1.353B-$1.355B 05/26/22 Workday raises FY23 subscription revenue view to $5.537B-$5.557B 05/26/22 Workday reports Q1 EPS 83c, consensus 86c VMW VMware $121.32 / -1.19 (-0.97%) 05/26/22 VMware reports Q1 EPS $1.28, consensus $1.56 02/24/22 VMware sees FY23 EPS $6.97, consensus $7.29 02/24/22 VMware sees Q1 EPS $1.56, consensus $1.64 02/24/22 VMware reports Q4 adjusted EPS $2.02, consensus $1.97 USER UserTesting $5.02 / -0.01 (-0.20%) 05/04/22 UserTesting sees FY22 EPS (39c) to (37c), consensus (40c) 05/04/22 UserTesting sees Q2 EPS (10c), consensus (10c) 05/04/22 UserTesting reports Q1 EPS (6c), consensus (8c) 02/28/22 UserTesting sees FY22 adjusted EPS (39c)-(41c), consensus (43c) TWLO Twilio $81.81 / -1.83 (-2.19%) 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) TEAM Atlassian $167.90 / +1.52 (+0.91%) 04/28/22 Atlassian sees Q4 EPS 24c, consensus 30c 04/28/22 Atlassian reports Q3 EPS (12c), consensus 32c 01/27/22 Atlassian sees Q3 EPS 29c-31c, consensus 40c 01/27/22 Atlassian reports Q2 EPS 50c, consensus 39c SWKS Skyworks $92.70 / -0.45 (-0.48%) 05/03/22 Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range 05/03/22 Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63 05/03/22 Notable companies reporting after market close 02/03/22 Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60 RNG RingCentral $48.67 / -1.62 (-3.22%) 05/09/22 RingCentral raises FY22 EPS view to $1.83-$1.87, consensus $1.71 05/09/22 RingCentral reports Q1 EPS 39c, consensus 34c 05/09/22 Notable companies reporting after market close 02/22/22 RingCentral sees FY22 EPS $1.69-$1.72, consensus $1.65 OKTA Okta $81.48 / -0.19 (-0.23%) 06/02/22 Okta raises FY23 adjusted EPS view to ($1.14)-($1.11), consensus ($1.25) 06/02/22 Okta sees Q2 adjusted EPS (32c)-(31c), consensus (33c) 06/02/22 Okta reports Q1 adjusted EPS (27c), consensus (34c) 06/02/22 Notable companies reporting after market close NVDA Nvidia $158.39 / +1.88 (+1.20%) 05/25/22 Nvidia sees Q2 revenue $8.1B, +/- 2%, consensus $8.45B 05/25/22 Nvidia reports Q1 EPS $1.36, consensus $1.29 05/25/22 Notable companies reporting after market close 02/16/22 Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B NET Cloudflare $40.77 / -0.8 (-1.92%) 05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close MRVL Marvell $48.50 / -0.26 (-0.53%) 05/26/22 Marvell sees Q2 adjusted EPS 56c, +/- 3c per share, consensus 55c 05/26/22 Marvell reports Q1 adjusted EPS 52c, consensus 51c 05/26/22 Notable companies reporting after market close 03/03/22 Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c MPWR Monolithic Power $406.85 / +16.98 (+4.36%) 05/02/22 Monolithic Power sees Q2 revenue $420M-$440M, consensus $378.27M 05/02/22 Monolithic Power reports Q1 EPS $2.45, consensus $2.26 02/10/22 Monolithic Power sees Q1 revenue $354M-$366M, consensus $322.01M 02/10/22 Monolithic Power reports Q4 EPS $2.12, consensus $1.87 INTC Intel $37.95 / +0.17 (+0.45%) 04/28/22 Intel sees FY22 adjusted EPS $3.60, consensus $3.50 04/28/22 Intel sees Q2 adjusted EPS 70c, consensus 83c 04/28/22 Intel reports Q1 adjusted EPS 87c, consensus 80c 04/28/22 Notable companies reporting after market close INTA Intapp $14.77 / -0.72 (-4.65%) 05/11/22 Intapp sees FY22 non-GAAP EPS (16c)-(15c), consensus (25c) 05/11/22 Intapp sees Q4 EPS (8c)-(7c), consensus (11c) 05/11/22 Intapp reports Q3 EPS (4c), consensus (10c) 02/09/22 Intapp sees FY22 EPS (28c)-(24c), consensus (30c) HCP HashiCorp $26.91 / -1.07 (-3.82%) 06/02/22 HashiCorp sees FY23 EPS ($1.19) - ($1.15), consensus ($1.27) 06/02/22 HashiCorp sees Q2 EPS (32c)-(30c), consensus (33c) 06/02/22 HashiCorp reports Q1 EPS (17c), consensus (29c) 03/11/22 HashiCorp sees FY23 EPS ($1.30) to ($1.26), consensus ($1.29) FROG JFrog $17.93 / +0.4 (+2.28%) 05/09/22 JFrog sees Q2 adjusted EPS (4c)-(3c), consensus (1c) 05/09/22 JFrog sees FY22 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 JFrog reports Q1 adjusted EPS 0c, consensus 0c 02/10/22 JFrog sees Q1 adjusted EPS (1c)-1c, consensus (1c) EVCM EverCommerce $7.84 / -0.33 (-4.04%) 05/09/22 EverCommerce reports Q1 EPS (7c), consensus 5c 03/14/22 EverCommerce sees FY22 revenue of $619M-$625M, consensus $595.69M 03/14/22 EverCommerce sees Q1 revenue $140M- $141M, consensus $134.33M 03/14/22 EverCommerce reports Q4 EPS (2c), consensus 7c ESTC Elastic $62.94 / -0.98 (-1.53%) 06/01/22 Elastic sees FY23 EPS (36c) to (28c), consensus (28c) 06/01/22 Elastic sees Q4 EPS (20c) to (16c), consensus (20c) 06/01/22 Elastic reports Q4 EPS (16c), consensus (22c) 03/03/22 Elastic sees FY22 adjusted EPS (42c)-(38c), consensus (53c) EGHT 8x8 $5.74 / -0.1 (-1.71%) 05/10/22 8x8 sees FY23 revenue $740M-$755M, consensus $786.16M 05/10/22 8x8 sees Q1 revenue $185M-$188M, consensus $187.22M 05/10/22 8x8 reports Q4 EPS 5c, consensus 0c 05/10/22 Notable companies reporting after market close DOCU DocuSign $57.29 / -1.825 (-3.09%) 06/09/22 DocuSign sees FY23 revenue $2.47B-$2.482B, consensus $2.48B 06/09/22 DocuSign sees Q2 revenue $600M-$604M, consensus $601.71M 06/09/22 DocuSign reports Q1 adjusted EPS 38c, consensus 46c 06/09/22 Notable companies reporting after market close CWAN Clearwater Analytics $12.63 / -0.595 (-4.50%) 05/04/22 Clearwater Analytics sees FY22 revenue $303M-$305M, consensus $302.76M 05/04/22 Clearwater Analytics sees Q2 revenue $73M-$73.5M, consensus $73.77M 05/04/22 Clearwater Analytics reports Q1 adjusted EPS 5c, consensus 5c CRM Salesforce $164.62 / -1.58 (-0.95%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 BILL Bill.com $106.02 / +0.265 (+0.25%) 05/05/22 Bill.com sees FY22 EPS (35c)-(34c), consensus (46c) 05/05/22 Bill.com sees Q4 EPS (14c)-(13c), consensus (15c) 05/05/22 Bill.com reports Q3 EPS (8c), consensus (16c) AVGO Broadcom $520.26 / +2.45 (+0.47%) 05/26/22 Broadcom sees Q3 revenue $8.4B, consensus $8.01B 05/26/22 Broadcom reports Q2 adjusted EPS $9.07, consensus $8.70 03/03/22 Broadcom sees Q2 revenue $7.9B, consensus $7.43B 03/03/22 Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08 ASAN Asana $17.76 / -0.3 (-1.66%) 06/02/22 Asana sees FY23 revenue $536M-$540M, consensus $529.86M 06/02/22 Asana sees Q2 EPS (39c)-(38c), consensus (32c) 06/02/22 Asana reports Q1 EPS (30c), consensus (36c) 03/09/22 Asana sees Q1 EPS (36c)-(35c), consensus (27c) 09 Dec 18 Nov 17 Nov 22 Sep 24 Sep 01 Jul 30 Jun ZS SWKS OKTA NVDA NET INTC DOCU CRM AVGO ZS Zscaler $142.04 / +1.055 (+0.75%) 05/21/22 Some stocks that aren't as cheap as they look, Barron's says SWKS Skyworks $92.70 / -0.45 (-0.48%) 01/01/22 Chip stocks are booming, still some bargains out there, Barron's says 12/20/21 Apple looking to develop own RF solutions, modem chips, DigiTimes reports 12/16/21 Apple hiring team to develop wireless chips in-house, Bloomberg reports 12/16/21 Apple seeks to make chips now bought from Broadcom, Skyworks, Bloomberg says OKTA Okta $81.48 / -0.19 (-0.23%) 03/29/22 Okta slow to respond to Lapsus$ Hack, leaked details show, Wired reports NVDA Nvidia $158.39 / +1.88 (+1.20%) 05/31/22 Qualcomm would look to buy stake in Arm, FT reports 04/23/22 Nvidia could be big tech's next casualty, Barron's says 03/23/22 Nvidia 'interested' in exploring Intel as foundry, Reuters reports 03/23/22 Nvidia CEO says foundry talks with Intel 'would take long time,' Bloomberg says NET Cloudflare $40.77 / -0.8 (-1.92%) 12/23/21 Research shows TikTok was the most visited internet site in 2021, WSJ reports 12/22/21 TikTok tops Google as 'most popular web address' this year, Quartz says INTC Intel $37.95 / +0.17 (+0.45%) 06/11/22 Intel's problems haven't gone away, Barron's says 05/19/22 Investors rebuked two dozen US companies over executive pay, WSJ reports 05/02/22 Intel CEO tells CNBC he sees chip shortage continuing into 2024 04/18/22 Intel may outsource PC chipsets processing to OSATs in Taiwan, DigiTimes says DOCU DocuSign $57.29 / -1.825 (-3.09%) 01/01/22 Amazon looks particularly attractive after wild year for tech, Barron's says CRM Salesforce $164.62 / -1.58 (-0.95%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says AVGO Broadcom $520.26 / +2.45 (+0.47%) 05/24/22 Broadcom deal for VMware structured as 50/50 cash and stock split, CNBC says 05/23/22 Broadcom discussing paying $140 per share in cash, stock for VMware, WSJ says 05/23/22 Broadcom discussing paying $140 per share for VMware, WSJ says 05/22/22 Broadcom in talks to acquire VMware, Reuters reports ZS TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP ESTC EGHT DOCU CRM BILL AVGO ASAN ZS Zscaler $142.04 / +1.055 (+0.75%) 03/02/22 What You Missed On Wall Street On Wednesday TWLO Twilio $81.81 / -1.83 (-2.19%) 06/09/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 06/02/22 What You Missed On Wall Street On Thursday 06/02/22 What You Missed On Wall Street This Morning 06/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations TEAM Atlassian $167.90 / +1.52 (+0.91%) 04/28/22 Fly Intel: After-Hours Movers 04/07/22 Fly Intel: After-Hours Movers 01/28/22 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Wall Street in Fives - Must Read Lists at Midday SWKS Skyworks $92.70 / -0.45 (-0.48%) 05/04/22 What You Missed On Wall Street This Morning 05/03/22 Fly Intel: After-Hours Movers 02/04/22 Wall Street in Fives - Must Read Lists for Friday 02/04/22 Wall Street in Fives - Must Read Lists at Midday RNG RingCentral $48.67 / -1.62 (-3.22%) 05/16/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/10/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/28/22 Here's what Wall Street is saying about Zoom Video ahead of earnings 02/23/22 #SocialStocks: Truth Social to join competitive social media landscape in March OKTA Okta $81.48 / -0.19 (-0.23%) 06/03/22 Fly Intel: Pre-market Movers NVDA Nvidia $158.39 / +1.88 (+1.20%) 06/10/22 Here's What You Missed in Crypto This Week 06/03/22 Here's What You Missed in Crypto This Week 05/27/22 Here's What You Missed in Crypto This Week NET Cloudflare $40.77 / -0.8 (-1.92%) 05/06/22 What You Missed On Wall Street On Friday 05/06/22 What You Missed On Wall Street This Morning 05/06/22 Fly Intel: Pre-market Movers 05/05/22 Fly Intel: After-Hours Movers MRVL Marvell $48.50 / -0.26 (-0.53%) 05/27/22 What You Missed On Wall Street On Friday 05/27/22 What You Missed On Wall Street This Morning 05/27/22 Fly Intel: Pre-market Movers 05/26/22 Fly Intel: After-Hours Movers MPWR Monolithic Power $406.85 / +16.98 (+4.36%) 05/02/22 Fly Intel: After-Hours Movers INTC Intel $37.95 / +0.17 (+0.45%) 06/08/22 What You Missed On Wall Street On Wednesday 05/19/22 What You Missed On Wall Street This Morning 04/29/22 What You Missed On Wall Street On Friday 04/29/22 What You Missed On Wall Street This Morning INTA Intapp $14.77 / -0.72 (-4.65%) 02/09/22 Fly Intel: After-Hours Movers HCP HashiCorp $26.91 / -1.07 (-3.82%) 06/04/22 Short Report: GameStop short position reaches 15-month high 01/03/22 Wall Street in Fives - Must Read Lists for Monday 01/03/22 Wall Street in Fives - Must Read Lists at Midday ESTC Elastic $62.94 / -0.98 (-1.53%) 06/01/22 Fly Intel: After-Hours Movers 01/12/22 Fly Intel: After-Hours Movers EGHT 8x8 $5.74 / -0.1 (-1.71%) 05/11/22 What You Missed On Wall Street On Wednesday 05/11/22 What You Missed On Wall Street This Morning 05/10/22 Fly Intel: After-Hours Movers DOCU DocuSign $57.29 / -1.825 (-3.09%) 06/13/22 What You Missed On Wall Street On Monday 06/13/22 What You Missed On Wall Street This Morning 06/13/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 06/10/22 What You Missed On Wall Street On Friday CRM Salesforce $164.62 / -1.58 (-0.95%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers BILL Bill.com $106.02 / +0.265 (+0.25%) 06/12/22 Sell these stocks now, proven algorithm says 06/03/22 Sell these stocks now, proven algorithm says 05/20/22 What You Missed On Wall Street On Friday 05/20/22 What You Missed On Wall Street This Morning AVGO Broadcom $520.26 / +2.45 (+0.47%) 05/27/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/26/22 What You Missed On Wall Street On Thursday 05/26/22 What You Missed On Wall Street This Morning 05/26/22 Fly Intel: Pre-market Movers ASAN Asana $17.76 / -0.3 (-1.66%) 06/03/22 What You Missed On Wall Street On Friday 06/03/22 What You Missed On Wall Street This Morning 06/02/22 Fly Intel: After-Hours Movers 03/25/22 What You Missed On Wall Street On Friday 06/13/22 Semiconductor & Software Bus Tour 08/24/22 Nvidia - NVDA 06/16/22 Monolithic Power Systems, Inc. 06/21/22 Okta, Inc. 06/22/22 Workday, Inc. 06/22/22 Twilio Inc. 06/22/22 EverCommerce Inc. 06/23/22 Marvell Technology Inc 06/28/22 HashiCorp, Inc. 07/12/22 VMware, Inc. 07/12/22 8x8 Inc. ZS WDAY USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG ESTC EGHT DOCU CRM BILL AVGO ASAN ZS Zscaler $142.04 / +1.055 (+0.75%) 05/26/22 Zscaler options imply 10.1% move in share price post-earnings 05/20/22 Zscaler put volume heavy and directionally bearish 04/07/22 Zscaler put volume heavy and directionally bearish 01/13/22 Zscaler put volume heavy and directionally bearish WDAY Workday $139.42 / -2.86 (-2.01%) 05/26/22 Workday options imply 7.4% move in share price post-earnings 05/09/22 Workday call volume above normal and directionally bullish 03/25/22 Unusual call flow in option market yesterday 03/24/22 $43M opening trade crossed in Workday tied to hedge USER UserTesting $5.02 / -0.01 (-0.20%) 05/11/22 Eighteen new option listings on May 11th TWLO Twilio $81.81 / -1.83 (-2.19%) 05/04/22 Twilio options imply 15.1% move in share price post-earnings 04/18/22 Twilio call volume above normal and directionally bullish 02/11/22 Unusually active option classes on open February 11th 02/09/22 Twilio options imply 13.3% move in share price post-earnings TEAM Atlassian $167.90 / +1.52 (+0.91%) 04/28/22 Atlassian options imply 9.6% move in share price post-earnings 04/22/22 Atlassian put volume heavy and directionally bearish 03/11/22 Atlassian put volume heavy and directionally bearish 01/27/22 Atlassian options imply 9.7% move in share price post-earnings SWKS Skyworks $92.70 / -0.45 (-0.48%) 04/14/22 Skyworks put volume heavy and directionally bearish 02/02/22 Skyworks call volume above normal and directionally bullish 12/16/21 Skyworks put volume heavy and directionally bearish RNG RingCentral $48.67 / -1.62 (-3.22%) 05/27/22 Ringcentral call volume above normal and directionally bullish 05/09/22 Ringcentral options imply 16.7% move in share price post-earnings 02/22/22 Ringcentral options imply 12.7% move in share price post-earnings OKTA Okta $81.48 / -0.19 (-0.23%) 06/02/22 Okta options imply 8.8% move in share price post-earnings 03/22/22 Unusually active option classes on open March 22nd 02/18/22 Okta put volume heavy and directionally bearish 01/21/22 Okta put volume heavy and directionally bearish NVDA Nvidia $158.39 / +1.88 (+1.20%) 05/27/22 Notable open interest changes for May 27th 05/26/22 Notable open interest changes for May 26th 05/25/22 NVIDIA options imply 9.3% move in share price post-earnings 05/23/22 Notable open interest changes for May 23rd NET Cloudflare $40.77 / -0.8 (-1.92%) 05/16/22 Cloudflare call volume above normal and directionally bullish 05/05/22 Cloudflare options imply 11.0% move in share price post-earnings 02/24/22 Cloudflare call volume above normal and directionally bullish 02/10/22 Cloudflare options imply 12.0% move in share price post-earnings MRVL Marvell $48.50 / -0.26 (-0.53%) 05/26/22 Marvell options imply 5.9% move in share price post-earnings 04/28/22 Unusually active option classes on open April 28th 04/07/22 Marvell call buyer realizes 23% same-day gains 04/06/22 Marvell call volume above normal and directionally bullish MPWR Monolithic Power $406.85 / +16.98 (+4.36%) 05/03/22 Early notable gainers among liquid option names on May 3rd 02/11/22 Early notable gainers among liquid option names on February 11th INTC Intel $37.95 / +0.17 (+0.45%) 06/09/22 Notable open interest changes for June 9th 05/19/22 Intel put buyer realizes 35% same-day gains 05/02/22 Notable open interest changes for May 2nd 04/28/22 Intel options imply 5.4% move in share price post-earnings INTA Intapp $14.77 / -0.72 (-4.65%) 05/04/22 Fourteen new option listings on May 4th HCP HashiCorp $26.91 / -1.07 (-3.82%) 06/02/22 Hashicorp options imply 13.5% move in share price post-earnings 05/31/22 Largest borrow rate increases among liquid names 05/17/22 Largest borrow rate increases among liquid names 12/31/21 Sixteen new option listings and one option delisting on December 31st FROG JFrog $17.93 / +0.4 (+2.28%) 02/10/22 JFrog Ltd options imply 10.6% move in share price post-earnings ESTC Elastic $62.94 / -0.98 (-1.53%) 06/01/22 Elastic NV options imply 10.5% move in share price post-earnings 03/03/22 Elastic NV options imply 11.1% move in share price post-earnings 01/05/22 Elastic NV put volume heavy and directionally bearish EGHT 8x8 $5.74 / -0.1 (-1.71%) 02/02/22 8x8 options imply 8.0% move in share price post-earnings DOCU DocuSign $57.29 / -1.825 (-3.09%) 06/09/22 DocuSign options imply 12.7% move in share price post-earnings 05/25/22 DocuSign call volume above normal and directionally bullish 04/20/22 DocuSign put volume heavy and directionally bearish 04/18/22 DocuSign put volume heavy and directionally bearish CRM Salesforce $164.62 / -1.58 (-0.95%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish BILL Bill.com $106.02 / +0.265 (+0.25%) 05/12/22 Bill.com Holdings put volume heavy and directionally bearish 05/05/22 Bill.com Holdings options imply 14.0% move in share price post-earnings 02/17/22 Bill.com Holdings put volume heavy and directionally bearish 02/03/22 Bill.com Holdings options imply 14.0% move in share price post-earnings AVGO Broadcom $520.26 / +2.45 (+0.47%) 06/13/22 Broadcom call volume above normal and directionally bullish ASAN Asana $17.76 / -0.3 (-1.66%) 06/02/22 Asana options imply 17.1% move in share price post-earnings 05/13/22 Asana call volume above normal and directionally bullish 05/12/22 Asana put volume heavy and directionally bearish 03/09/22 Asana options imply 18.3% move in share price post-earnings
Conference/Events	Oppenheimer to hold a virtual bus tour » 04:55 06/14/22 06/14 04:55 06/14/22 04:55 AVGO Broadcom $517.44 / -23.7 (-4.38%) , INTC Intel $37.78 / -1.41 (-3.60%) , MPWR Monolithic Power $389.95 / -34.13 (-8.05%) , MRVL Marvell $48.76 / -4.26 (-8.03%) , NVDA Nvidia $156.50 / -13.305 (-7.84%) , SWKS Skyworks $93.17 / -7.105 (-7.09%) , ASAN Asana $18.07 / -1.95 (-9.74%) , CRM Salesforce $166.09 / -12.41 (-6.95%) , DOCU DocuSign $59.13 / -6.825 (-10.35%) , HCP HashiCorp $27.98 / -2.21 (-7.32%) , NET Cloudflare $41.57 / -5.78 (-12.21%) , OKTA Okta $81.68 / -8.44 (-9.37%) , RNG RingCentral $50.30 / -3.98 (-7.33%) , TEAM Atlassian $166.38 / -17.38 (-9.46%) , TWLO Twilio $83.67 / -7.06 (-7.78%) , ZS Zscaler $141.00 / -12.745 (-8.29%) , VMW VMware $122.51 / -2.9 (-2.31%) , USER UserTesting $5.01 / -0.355 (-6.62%) , INTA Intapp $15.52 / -1.42 (-8.38%) , FROG JFrog $17.54 / -0.625 (-3.44%) , EVCM EverCommerce $8.20 / -0.5 (-5.75%) , ESTC Elastic $63.97 / -6.51 (-9.24%) , BILL Bill.com $105.87 / -12.095 (-10.25%) , CWAN Clearwater Analytics $13.22 / -0.41 (-3.01%) , EGHT 8x8 $5.84 / -0.66 (-10.15%) , WDAY Workday $142.28 / -6.98 (-4.68%) Semiconductor &… Semiconductor & Software Virtual Bus Tour is being held on June 13-16 hosted by Oppenheimer. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZS WDAY VMW USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG EVCM ESTC EGHT DOCU CWAN CRM BILL AVGO ASAN ZS Zscaler $141.00 / -12.745 (-8.29%) 05/02/22 Zscaler appoints Castle as Chief People Officer 04/13/22 Synchronoss appoints Stanley Lowe as chief information security officer 12/22/21 Zscaler officer Rajic sells $7.9M in company shares 12/20/21 Zscaler CFO sells $4.47M in common stock WDAY Workday $142.28 / -6.98 (-4.68%) 05/26/22 Workday drops 7% to $155.50 after Q1 EPS misses estimates 02/28/22 Workday sees FY23 subscription revenue at $5.53B-$5.55B, up 22% y/y 02/14/22 Lone Pine takes stakes in Mastercard, Visa, exits Twitter, Meta Platforms VMW VMware $122.51 / -2.9 (-2.31%) 05/23/22 VMware rises 20.8% USER UserTesting $5.01 / -0.355 (-6.62%) 06/10/22 UserTesting falls -8.4% 06/06/22 UserTesting rises 18.4% 04/19/22 UserTesting rises 13.2% 04/18/22 UserTesting falls -18.1% TWLO Twilio $83.67 / -7.06 (-7.78%) 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center TEAM Atlassian $166.38 / -17.38 (-9.46%) 05/16/22 Lone Pine adds TSMC in Q1, exits KE Holdings and Adobe 05/13/22 Soros buys Lucid, exits GM in Q1 04/07/22 Atlassian sees total annual revenue for its markets reaching $176B 02/09/22 Atlassian explores redomiciling from the U.K. to the U.S. SWKS Skyworks $93.17 / -7.105 (-7.09%) 12/16/21 Skyworks drops 10% following Bloomberg report, Broadcom down 3% 12/16/21 Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips RNG RingCentral $50.30 / -3.98 (-7.33%) 05/09/22 RingCentral names Sonalee Parekh CFO 03/23/22 Theta Lake attracts $50M in series B funding 02/22/22 RingCentral sees Q1 EPS 34c, consensus 33c 02/22/22 RingCentral reports Q4 subscriptions revenue up 37% y/y OKTA Okta $81.68 / -8.44 (-9.37%) 06/02/22 Okta jumps 16% to $108.35 after raising fiscal year outlook 04/20/22 Okta says January breach lasted 25 minutes, impacted two customers 03/25/22 Okta does not consider January cyber incident 'to be material' 03/22/22 Microsoft says Lapsus$ stole source code through 'limited' access NVDA Nvidia $156.50 / -13.305 (-7.84%) 06/07/22 Duos Technologies Group joins Nvidia Metropolis partner program 06/06/22 ARIA Cybersecurity announces ARIA Zero Trust Gateway 05/27/22 Nvidia recommends shareholders reject 'mini-tender' offer from Tutanota NET Cloudflare $41.57 / -5.78 (-12.21%) 05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms MRVL Marvell $48.76 / -4.26 (-8.03%) 05/09/22 Marvell to acquire Tanzanite in an all-cash transaction 04/20/22 Marvell appoints Sara Andrews to board of directors 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 03/14/22 Marvell CEO: The company is performing extremely well MPWR Monolithic Power $389.95 / -34.13 (-8.05%) 05/25/22 Monolithic launches MPSafe Portfolio of safety-oriented automotive products 04/19/22 Monolithic Power gets 3rd party ISO26262 functional safety product development 02/10/22 Monolithic Power increases quarterly cash dividend to 75c per share INTC Intel $37.78 / -1.41 (-3.60%) 06/12/22 Fly Intel: Top five weekend stock stories 06/08/22 Intel appoints April Miller Boise as EVP, CLO 06/07/22 Nvidia has selected Sapphire Rapids to be the CPU for Hopper, says Huang 06/07/22 Schneider Electric collaborates with Intel INTA Intapp $15.52 / -1.42 (-8.38%) 06/07/22 Lightfoot, Franklin & White selects Oneplace Marketing & Business Development 05/17/22 Intapp announces Beck Redden selected OnePlace Marketing & Business Development 04/26/22 Intapp, KPMG form strategic alliance to accelerate digital transformation 03/30/22 Intapp announces Hannes Snellman has selected OnePlace Risk & Compliance HCP HashiCorp $27.98 / -2.21 (-7.32%) 04/26/22 HashiCorp director buys $3.01M in common stock FROG JFrog $17.54 / -0.625 (-3.44%) 03/24/22 JFrog announces distribution partnership with Softline India 02/15/22 JFrog up 3% as investor day continues EVCM EverCommerce $8.20 / -0.5 (-5.75%) 01/21/22 EverCommerce ends 2021 with over 600,000 customers ESTC Elastic $63.97 / -6.51 (-9.24%) 06/01/22 Elastic jumps 4% to $64.45 after smaller than expected Q4 earnings loss 05/19/22 Elastic expands collaboration with Amazon Web Services for Elastic Cloud 05/11/22 Elastic expands strategic partnership with Microsoft 02/16/22 Elastic, Amazon reach agreement on trademark infringement lawsuit EGHT 8x8 $5.84 / -0.66 (-10.15%) 01/12/22 8x8 appoints Stephanie Garcia as chief human resources officer DOCU DocuSign $59.13 / -6.825 (-10.35%) 06/09/22 DocuSign reports Q1 subscription revenue $569.3M, up 26% y/y 06/09/22 DocuSign drops 12% to $76.88 after Q1 profit misses estimates 06/07/22 DocuSign jumps 4% to $91.27 after announcing expanded partnership with Microsoft 06/07/22 DocuSign, Microsoft expand strategic partnership CWAN Clearwater Analytics $13.22 / -0.41 (-3.01%) 03/22/22 Clearwater Analytics announces partnership with Flyer Financial 03/22/22 Clearwater Analytics falls -4.6% 03/02/22 Clearwater Analytics selected by Athora Holding for operations streamlining CRM Salesforce $166.09 / -12.41 (-6.95%) 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration BILL Bill.com $105.87 / -12.095 (-10.25%) 05/19/22 Bill.com rises 16.6% 05/11/22 Bill.com hires Michael DeAngelo as Chief People Officer 05/06/22 Bill.com falls -26.9% AVGO Broadcom $517.44 / -23.7 (-4.38%) 05/26/22 Broadcom deal for VMware provides for 'go-shop' provision 05/26/22 Broadcom board authorizes new $10B share repurchase program 05/26/22 Broadcom to buy VMware for about $61B in cash and stock or $138.23 per share 05/26/22 Broadcom to acquire VMware for about $61B in cash and stock ASAN Asana $18.07 / -1.95 (-9.74%) 06/03/22 Asana falls -11.9% 06/03/22 Asana falls -12.3% 05/23/22 Asana teams with Align for solutions to Invisalign-trained U.S dental practices 05/20/22 Align Technology, Asana enter pact to offer Asana Smiles for Align solution AVGO INTC MPWR MRVL NVDA SWKS ASAN CRM DOCU HCP NET OKTA RNG TEAM TWLO ZS VMW USER INTA FROG EVCM ESTC BILL CWAN EGHT WDAY AVGO Broadcom $517.44 / -23.7 (-4.38%) 05/27/22 RBC Capital VMware downgraded to Sector Perform from Outperform at RBC Capital 05/27/22 Mizuho Broadcom price target raised to $725 from $700 at Mizuho 05/27/22 KeyBanc Broadcom price target raised to $780 from $720 at KeyBanc 05/27/22 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc INTC Intel $37.78 / -1.41 (-3.60%) 06/13/22 Citi Notebook shipments miss for fifth consecutive month, says Citi 06/10/22 Oppenheimer Oppenheimer sees issues continuing to weigh on Intel 06/08/22 Benchmark Intel CFO comments likely point to 'negative' Q2 results, says Benchmark 06/08/22 Benchmark Western Digital break-up value 46%-82% higher than current value, says Benchmark MPWR Monolithic Power $389.95 / -34.13 (-8.05%) 05/03/22 KeyBanc Monolithic Power price target raised to $570 from $520 at KeyBanc 04/20/22 Deutsche Bank Monolithic Power price target lowered to $500 from $510 at Deutsche Bank 04/08/22 Truist Monolithic Power price target lowered to $545 from $568 at Truist 02/11/22 Needham Monolithic Power upgraded to Buy from Hold at Needham MRVL Marvell $48.76 / -4.26 (-8.03%) 06/01/22 BofA BofA sees 'compelling' valuations in semis, names top picks 05/27/22 BMO Capital Marvell price target lowered to $82 from $98 at BMO Capital 05/27/22 Needham Marvell price target lowered to $75 from $105 at Needham 05/27/22 BofA Marvell price target lowered to $90 from $100 at BofA NVDA Nvidia $156.50 / -13.305 (-7.84%) 05/31/22 Wells Fargo 'Venado' another supercomputing CPU win for Nvidia, says Wells Fargo 05/27/22 Baird Nvidia price target lowered to $165 from $225 at Baird 05/26/22 Needham Nvidia price target lowered to $240 from $400 at Needham SWKS Skyworks $93.17 / -7.105 (-7.09%) 05/17/22 Piper Sandler Piper moves to 'more positive stance' on semiconductor stocks 05/05/22 Raymond James Qorvo price target lowered to $155 from $180 at Raymond James 05/04/22 Craig-Hallum Skyworks price target lowered to $180 from $220 at Craig-Hallum 05/04/22 Benchmark Skyworks price target lowered to $155 from $190 at Benchmark ASAN Asana $18.07 / -1.95 (-9.74%) 06/03/22 Oppenheimer Asana price target lowered to $40 from $60 at Oppenheimer 06/03/22 JMP Securities Asana price target lowered to $43 from $68 at JMP Securities 06/03/22 Baird Asana price target lowered to $31 from $65 at Baird 06/03/22 Piper Sandler Asana price target lowered to $35 from $55 at Piper Sandler CRM Salesforce $166.09 / -12.41 (-6.95%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel DOCU DocuSign $59.13 / -6.825 (-10.35%) 06/13/22 Wolfe Research DocuSign downgraded to Underperform from Peer Perform at Wolfe Research 06/10/22 UBS DocuSign price target lowered to $70 from $85 at UBS 06/10/22 Citi DocuSign price target lowered to $90 from $114 at Citi 06/10/22 Baird DocuSign price target lowered to $60 from $95 at Baird HCP HashiCorp $27.98 / -2.21 (-7.32%) 06/03/22 JMP Securities HashiCorp price target lowered to $54 from $68 at JMP Securities 06/03/22 Stifel HashiCorp price target lowered to $51 from $60 at Stifel 06/03/22 Piper Sandler HashiCorp price target lowered to $46 from $59 at Piper Sandler 04/12/22 Piper Sandler HashiCorp initiated with a Neutral at Piper Sandler NET Cloudflare $41.57 / -5.78 (-12.21%) 05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist OKTA Okta $81.68 / -8.44 (-9.37%) 06/03/22 Morgan Stanley Okta Q1 report should be 'clearing event,' says Morgan Stanley 06/03/22 DA Davidson Okta price target raised to $140 from $125 at DA Davidson 06/03/22 Oppenheimer Okta price target lowered to $170 from $210 at Oppenheimer 06/03/22 BTIG Okta price target lowered to $152 from $216 at BTIG RNG RingCentral $50.30 / -3.98 (-7.33%) 05/23/22 Jefferies RingCentral price target lowered to $80 from $100 at Jefferies 05/18/22 Wells Fargo RingCentral price target lowered to $115 from $150 at Wells Fargo 05/16/22 Baird Baird downgrades three cloud stocks on focus shift to cash flows 05/16/22 Baird RingCentral downgraded to Neutral from Outperform at Baird TEAM Atlassian $166.38 / -17.38 (-9.46%) 05/23/22 Jefferies Atlassian price target lowered to $180 from $275 at Jefferies 05/18/22 Wells Fargo Atlassian price target lowered to $300 from $400 at Wells Fargo 05/16/22 Mizuho Atlassian price target lowered to $360 from $500 at Mizuho 05/10/22 Truist Atlassian price target lowered to $220 from $375 at Truist TWLO Twilio $83.67 / -7.06 (-7.78%) 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies ZS Zscaler $141.00 / -12.745 (-8.29%) 05/27/22 Cowen Zscaler price target lowered to $194 from $405 at Cowen 05/27/22 Canaccord Zscaler price target lowered to $210 from $320 at Canaccord 05/27/22 BMO Capital Zscaler price target lowered to $172 from $270 at BMO Capital 05/27/22 Baird Zscaler price target lowered to $200 from $300 at Baird VMW VMware $122.51 / -2.9 (-2.31%) 05/31/22 Deutsche Bank VMware price target raised to $142.50 from $135 at Deutsche Bank USER UserTesting $5.01 / -0.355 (-6.62%) 06/08/22 Baird to hold a conference 03/01/22 JPMorgan UserTesting price target lowered to $13 from $14 at JPMorgan 12/13/21 Fly Intel: Top five analyst initiations INTA Intapp $15.52 / -1.42 (-8.38%) 05/12/22 Credit Suisse Intapp price target lowered to $27 from $35 at Credit Suisse 05/12/22 Raymond James Intapp price target lowered to $26 from $32 at Raymond James 02/10/22 Raymond James Intapp price target lowered to $32 from $41 at Raymond James 02/10/22 JPMorgan Intapp price target lowered to $42 from $50 at JPMorgan FROG JFrog $17.54 / -0.625 (-3.44%) 05/26/22 Piper Sandler JFrog price target lowered to $20 from $24 at Piper Sandler 05/10/22 Needham JFrog price target lowered to $23 from $32 at Needham 05/10/22 Stifel JFrog price target lowered to $29 from $36 at Stifel 05/10/22 Oppenheimer JFrog price target lowered to $37 from $45 at Oppenheimer EVCM EverCommerce $8.20 / -0.5 (-5.75%) 05/23/22 Jefferies EverCommerce price target lowered to $11 from $14 at Jefferies 05/10/22 Canaccord EverCommerce price target lowered to $17 from $20 at Canaccord 03/21/22 Stifel EverCommerce price target lowered to $18 from $21 at Stifel 03/15/22 Deutsche Bank EverCommerce price target lowered to $16 from $18 at Deutsche Bank ESTC Elastic $63.97 / -6.51 (-9.24%) 06/02/22 Citi Elastic price target raised to $125 from $97 at Citi 06/02/22 Stifel Elastic price target lowered to $100 from $125 at Stifel 06/02/22 Piper Sandler Elastic price target lowered to $85 from $155 at Piper Sandler 05/31/22 RBC Capital Elastic price target lowered to $110 from $133 at RBC Capital BILL Bill.com $105.87 / -12.095 (-10.25%) 05/31/22 KeyBanc Bill.com price target lowered to $175 from $225 at KeyBanc 05/24/22 Piper Sandler Bill.com price target lowered to $205 from $300 at Piper Sandler 05/23/22 Jefferies Bill.com price target lowered to $150 from $250 at Jefferies 05/20/22 JPMorgan Bill.com initiated with an Overweight at JPMorgan CWAN Clearwater Analytics $13.22 / -0.41 (-3.01%) 03/03/22 Wells Fargo Clearwater Analytics price target lowered to $23 from $28 at Wells Fargo 01/13/22 Piper Sandler Clearwater Analytics price target lowered to $22 from $25 at Piper Sandler 10/20/21 DA Davidson Clearwater Analytics initiated with a Buy at DA Davidson 10/19/21 Fly Intel: Top five analyst initiations EGHT 8x8 $5.84 / -0.66 (-10.15%) 05/11/22 Needham 8x8 price target lowered to $13 from $22 at Needham 05/11/22 Craig-Hallum 8x8 price target lowered to $10 from $20 at Craig-Hallum 05/11/22 Evercore ISI 8x8 price target lowered to $18 from $30 at Evercore ISI 05/11/22 BTIG 8x8 price target lowered to $16 from $36 at BTIG WDAY Workday $142.28 / -6.98 (-4.68%) 05/27/22 DA Davidson Workday price target lowered to $220 from $250 at DA Davidson 05/27/22 Stifel Workday price target lowered to $220 from $275 at Stifel 05/27/22 BMO Capital Workday price target lowered to $239 from $249 at BMO Capital ZS WDAY VMW USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG EVCM ESTC EGHT DOCU CWAN CRM BILL AVGO ASAN ZS Zscaler $141.00 / -12.745 (-8.29%) 05/26/22 Zscaler sees FY22 EPS 64c-65c, consensus $55c 05/26/22 Zscaler sees Q4 EPS 20c-22c, consensus 17c 05/26/22 Zscaler reports Q3 EPS 17c, consensus 11c WDAY Workday $142.28 / -6.98 (-4.68%) 05/26/22 Workday sees Q2 subscription revenue $1.353B-$1.355B 05/26/22 Workday raises FY23 subscription revenue view to $5.537B-$5.557B 05/26/22 Workday reports Q1 EPS 83c, consensus 86c VMW VMware $122.51 / -2.9 (-2.31%) 05/26/22 VMware reports Q1 EPS $1.28, consensus $1.56 02/24/22 VMware sees FY23 EPS $6.97, consensus $7.29 02/24/22 VMware sees Q1 EPS $1.56, consensus $1.64 02/24/22 VMware reports Q4 adjusted EPS $2.02, consensus $1.97 USER UserTesting $5.01 / -0.355 (-6.62%) 05/04/22 UserTesting sees FY22 EPS (39c) to (37c), consensus (40c) 05/04/22 UserTesting sees Q2 EPS (10c), consensus (10c) 05/04/22 UserTesting reports Q1 EPS (6c), consensus (8c) 02/28/22 UserTesting sees FY22 adjusted EPS (39c)-(41c), consensus (43c) TWLO Twilio $83.67 / -7.06 (-7.78%) 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) TEAM Atlassian $166.38 / -17.38 (-9.46%) 04/28/22 Atlassian sees Q4 EPS 24c, consensus 30c 04/28/22 Atlassian reports Q3 EPS (12c), consensus 32c 01/27/22 Atlassian sees Q3 EPS 29c-31c, consensus 40c 01/27/22 Atlassian reports Q2 EPS 50c, consensus 39c SWKS Skyworks $93.17 / -7.105 (-7.09%) 05/03/22 Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range 05/03/22 Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63 05/03/22 Notable companies reporting after market close 02/03/22 Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60 RNG RingCentral $50.30 / -3.98 (-7.33%) 05/09/22 RingCentral raises FY22 EPS view to $1.83-$1.87, consensus $1.71 05/09/22 RingCentral reports Q1 EPS 39c, consensus 34c 05/09/22 Notable companies reporting after market close 02/22/22 RingCentral sees FY22 EPS $1.69-$1.72, consensus $1.65 OKTA Okta $81.68 / -8.44 (-9.37%) 06/02/22 Okta raises FY23 adjusted EPS view to ($1.14)-($1.11), consensus ($1.25) 06/02/22 Okta sees Q2 adjusted EPS (32c)-(31c), consensus (33c) 06/02/22 Okta reports Q1 adjusted EPS (27c), consensus (34c) 06/02/22 Notable companies reporting after market close NVDA Nvidia $156.50 / -13.305 (-7.84%) 05/25/22 Nvidia sees Q2 revenue $8.1B, +/- 2%, consensus $8.45B 05/25/22 Nvidia reports Q1 EPS $1.36, consensus $1.29 05/25/22 Notable companies reporting after market close 02/16/22 Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B NET Cloudflare $41.57 / -5.78 (-12.21%) 05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close MRVL Marvell $48.76 / -4.26 (-8.03%) 05/26/22 Marvell sees Q2 adjusted EPS 56c, +/- 3c per share, consensus 55c 05/26/22 Marvell reports Q1 adjusted EPS 52c, consensus 51c 05/26/22 Notable companies reporting after market close 03/03/22 Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c MPWR Monolithic Power $389.95 / -34.13 (-8.05%) 05/02/22 Monolithic Power sees Q2 revenue $420M-$440M, consensus $378.27M 05/02/22 Monolithic Power reports Q1 EPS $2.45, consensus $2.26 02/10/22 Monolithic Power sees Q1 revenue $354M-$366M, consensus $322.01M 02/10/22 Monolithic Power reports Q4 EPS $2.12, consensus $1.87 INTC Intel $37.78 / -1.41 (-3.60%) 04/28/22 Intel sees FY22 adjusted EPS $3.60, consensus $3.50 04/28/22 Intel sees Q2 adjusted EPS 70c, consensus 83c 04/28/22 Intel reports Q1 adjusted EPS 87c, consensus 80c 04/28/22 Notable companies reporting after market close INTA Intapp $15.52 / -1.42 (-8.38%) 05/11/22 Intapp sees FY22 non-GAAP EPS (16c)-(15c), consensus (25c) 05/11/22 Intapp sees Q4 EPS (8c)-(7c), consensus (11c) 05/11/22 Intapp reports Q3 EPS (4c), consensus (10c) 02/09/22 Intapp sees FY22 EPS (28c)-(24c), consensus (30c) HCP HashiCorp $27.98 / -2.21 (-7.32%) 06/02/22 HashiCorp sees FY23 EPS ($1.19) - ($1.15), consensus ($1.27) 06/02/22 HashiCorp sees Q2 EPS (32c)-(30c), consensus (33c) 06/02/22 HashiCorp reports Q1 EPS (17c), consensus (29c) 03/11/22 HashiCorp sees FY23 EPS ($1.30) to ($1.26), consensus ($1.29) FROG JFrog $17.54 / -0.625 (-3.44%) 05/09/22 JFrog sees Q2 adjusted EPS (4c)-(3c), consensus (1c) 05/09/22 JFrog sees FY22 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 JFrog reports Q1 adjusted EPS 0c, consensus 0c 02/10/22 JFrog sees Q1 adjusted EPS (1c)-1c, consensus (1c) EVCM EverCommerce $8.20 / -0.5 (-5.75%) 05/09/22 EverCommerce reports Q1 EPS (7c), consensus 5c 03/14/22 EverCommerce sees FY22 revenue of $619M-$625M, consensus $595.69M 03/14/22 EverCommerce sees Q1 revenue $140M- $141M, consensus $134.33M 03/14/22 EverCommerce reports Q4 EPS (2c), consensus 7c ESTC Elastic $63.97 / -6.51 (-9.24%) 06/01/22 Elastic sees FY23 EPS (36c) to (28c), consensus (28c) 06/01/22 Elastic sees Q4 EPS (20c) to (16c), consensus (20c) 06/01/22 Elastic reports Q4 EPS (16c), consensus (22c) 03/03/22 Elastic sees FY22 adjusted EPS (42c)-(38c), consensus (53c) EGHT 8x8 $5.84 / -0.66 (-10.15%) 05/10/22 8x8 sees FY23 revenue $740M-$755M, consensus $786.16M 05/10/22 8x8 sees Q1 revenue $185M-$188M, consensus $187.22M 05/10/22 8x8 reports Q4 EPS 5c, consensus 0c 05/10/22 Notable companies reporting after market close DOCU DocuSign $59.13 / -6.825 (-10.35%) 06/09/22 DocuSign sees FY23 revenue $2.47B-$2.482B, consensus $2.48B 06/09/22 DocuSign sees Q2 revenue $600M-$604M, consensus $601.71M 06/09/22 DocuSign reports Q1 adjusted EPS 38c, consensus 46c 06/09/22 Notable companies reporting after market close CWAN Clearwater Analytics $13.22 / -0.41 (-3.01%) 05/04/22 Clearwater Analytics sees FY22 revenue $303M-$305M, consensus $302.76M 05/04/22 Clearwater Analytics sees Q2 revenue $73M-$73.5M, consensus $73.77M 05/04/22 Clearwater Analytics reports Q1 adjusted EPS 5c, consensus 5c CRM Salesforce $166.09 / -12.41 (-6.95%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 BILL Bill.com $105.87 / -12.095 (-10.25%) 05/05/22 Bill.com sees FY22 EPS (35c)-(34c), consensus (46c) 05/05/22 Bill.com sees Q4 EPS (14c)-(13c), consensus (15c) 05/05/22 Bill.com reports Q3 EPS (8c), consensus (16c) AVGO Broadcom $517.44 / -23.7 (-4.38%) 05/26/22 Broadcom sees Q3 revenue $8.4B, consensus $8.01B 05/26/22 Broadcom reports Q2 adjusted EPS $9.07, consensus $8.70 03/03/22 Broadcom sees Q2 revenue $7.9B, consensus $7.43B 03/03/22 Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08 ASAN Asana $18.07 / -1.95 (-9.74%) 06/02/22 Asana sees FY23 revenue $536M-$540M, consensus $529.86M 06/02/22 Asana sees Q2 EPS (39c)-(38c), consensus (32c) 06/02/22 Asana reports Q1 EPS (30c), consensus (36c) 03/09/22 Asana sees Q1 EPS (36c)-(35c), consensus (27c) 09 Dec 18 Nov 17 Nov 22 Sep 24 Sep 01 Jul 30 Jun ZS SWKS OKTA NVDA NET INTC DOCU CRM AVGO ZS Zscaler $141.00 / -12.745 (-8.29%) 05/21/22 Some stocks that aren't as cheap as they look, Barron's says SWKS Skyworks $93.17 / -7.105 (-7.09%) 01/01/22 Chip stocks are booming, still some bargains out there, Barron's says 12/20/21 Apple looking to develop own RF solutions, modem chips, DigiTimes reports 12/16/21 Apple hiring team to develop wireless chips in-house, Bloomberg reports 12/16/21 Apple seeks to make chips now bought from Broadcom, Skyworks, Bloomberg says OKTA Okta $81.68 / -8.44 (-9.37%) 03/29/22 Okta slow to respond to Lapsus$ Hack, leaked details show, Wired reports NVDA Nvidia $156.50 / -13.305 (-7.84%) 05/31/22 Qualcomm would look to buy stake in Arm, FT reports 04/23/22 Nvidia could be big tech's next casualty, Barron's says 03/23/22 Nvidia 'interested' in exploring Intel as foundry, Reuters reports 03/23/22 Nvidia CEO says foundry talks with Intel 'would take long time,' Bloomberg says NET Cloudflare $41.57 / -5.78 (-12.21%) 12/23/21 Research shows TikTok was the most visited internet site in 2021, WSJ reports 12/22/21 TikTok tops Google as 'most popular web address' this year, Quartz says INTC Intel $37.78 / -1.41 (-3.60%) 06/11/22 Intel's problems haven't gone away, Barron's says 05/19/22 Investors rebuked two dozen US companies over executive pay, WSJ reports 05/02/22 Intel CEO tells CNBC he sees chip shortage continuing into 2024 04/18/22 Intel may outsource PC chipsets processing to OSATs in Taiwan, DigiTimes says DOCU DocuSign $59.13 / -6.825 (-10.35%) 01/01/22 Amazon looks particularly attractive after wild year for tech, Barron's says CRM Salesforce $166.09 / -12.41 (-6.95%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says AVGO Broadcom $517.44 / -23.7 (-4.38%) 05/24/22 Broadcom deal for VMware structured as 50/50 cash and stock split, CNBC says 05/23/22 Broadcom discussing paying $140 per share in cash, stock for VMware, WSJ says 05/23/22 Broadcom discussing paying $140 per share for VMware, WSJ says 05/22/22 Broadcom in talks to acquire VMware, Reuters reports ZS TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP ESTC EGHT DOCU CRM BILL AVGO ASAN ZS Zscaler $141.00 / -12.745 (-8.29%) 03/02/22 What You Missed On Wall Street On Wednesday TWLO Twilio $83.67 / -7.06 (-7.78%) 06/09/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 06/02/22 What You Missed On Wall Street On Thursday 06/02/22 What You Missed On Wall Street This Morning 06/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations TEAM Atlassian $166.38 / -17.38 (-9.46%) 04/28/22 Fly Intel: After-Hours Movers 04/07/22 Fly Intel: After-Hours Movers 01/28/22 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Wall Street in Fives - Must Read Lists at Midday SWKS Skyworks $93.17 / -7.105 (-7.09%) 05/04/22 What You Missed On Wall Street This Morning 05/03/22 Fly Intel: After-Hours Movers 02/04/22 Wall Street in Fives - Must Read Lists for Friday 02/04/22 Wall Street in Fives - Must Read Lists at Midday RNG RingCentral $50.30 / -3.98 (-7.33%) 05/16/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/10/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/28/22 Here's what Wall Street is saying about Zoom Video ahead of earnings 02/23/22 #SocialStocks: Truth Social to join competitive social media landscape in March OKTA Okta $81.68 / -8.44 (-9.37%) 06/03/22 Fly Intel: Pre-market Movers NVDA Nvidia $156.50 / -13.305 (-7.84%) 06/10/22 Here's What You Missed in Crypto This Week 06/03/22 Here's What You Missed in Crypto This Week 05/27/22 Here's What You Missed in Crypto This Week NET Cloudflare $41.57 / -5.78 (-12.21%) 05/06/22 What You Missed On Wall Street On Friday 05/06/22 What You Missed On Wall Street This Morning 05/06/22 Fly Intel: Pre-market Movers 05/05/22 Fly Intel: After-Hours Movers MRVL Marvell $48.76 / -4.26 (-8.03%) 05/27/22 What You Missed On Wall Street On Friday 05/27/22 What You Missed On Wall Street This Morning 05/27/22 Fly Intel: Pre-market Movers 05/26/22 Fly Intel: After-Hours Movers MPWR Monolithic Power $389.95 / -34.13 (-8.05%) 05/02/22 Fly Intel: After-Hours Movers INTC Intel $37.78 / -1.41 (-3.60%) 06/08/22 What You Missed On Wall Street On Wednesday 05/19/22 What You Missed On Wall Street This Morning 04/29/22 What You Missed On Wall Street On Friday 04/29/22 What You Missed On Wall Street This Morning INTA Intapp $15.52 / -1.42 (-8.38%) 02/09/22 Fly Intel: After-Hours Movers HCP HashiCorp $27.98 / -2.21 (-7.32%) 06/04/22 Short Report: GameStop short position reaches 15-month high 01/03/22 Wall Street in Fives - Must Read Lists for Monday 01/03/22 Wall Street in Fives - Must Read Lists at Midday ESTC Elastic $63.97 / -6.51 (-9.24%) 06/01/22 Fly Intel: After-Hours Movers 01/12/22 Fly Intel: After-Hours Movers EGHT 8x8 $5.84 / -0.66 (-10.15%) 05/11/22 What You Missed On Wall Street On Wednesday 05/11/22 What You Missed On Wall Street This Morning 05/10/22 Fly Intel: After-Hours Movers DOCU DocuSign $59.13 / -6.825 (-10.35%) 06/13/22 What You Missed On Wall Street On Monday 06/13/22 What You Missed On Wall Street This Morning 06/13/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 06/10/22 What You Missed On Wall Street On Friday CRM Salesforce $166.09 / -12.41 (-6.95%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers BILL Bill.com $105.87 / -12.095 (-10.25%) 06/12/22 Sell these stocks now, proven algorithm says 06/03/22 Sell these stocks now, proven algorithm says 05/20/22 What You Missed On Wall Street On Friday 05/20/22 What You Missed On Wall Street This Morning AVGO Broadcom $517.44 / -23.7 (-4.38%) 05/27/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/26/22 What You Missed On Wall Street On Thursday 05/26/22 What You Missed On Wall Street This Morning 05/26/22 Fly Intel: Pre-market Movers ASAN Asana $18.07 / -1.95 (-9.74%) 06/03/22 What You Missed On Wall Street On Friday 06/03/22 What You Missed On Wall Street This Morning 06/02/22 Fly Intel: After-Hours Movers 03/25/22 What You Missed On Wall Street On Friday 06/13/22 Semiconductor & Software Bus Tour 08/24/22 Nvidia - NVDA 06/16/22 Monolithic Power Systems, Inc. 06/21/22 Okta, Inc. 06/22/22 Workday, Inc. 06/22/22 Twilio Inc. 06/22/22 EverCommerce Inc. 06/23/22 Marvell Technology Inc 06/28/22 HashiCorp, Inc. 07/12/22 VMware, Inc. 07/12/22 8x8 Inc. ZS WDAY USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG ESTC EGHT DOCU CRM BILL AVGO ASAN ZS Zscaler $141.00 / -12.745 (-8.29%) 05/26/22 Zscaler options imply 10.1% move in share price post-earnings 05/20/22 Zscaler put volume heavy and directionally bearish 04/07/22 Zscaler put volume heavy and directionally bearish 01/13/22 Zscaler put volume heavy and directionally bearish WDAY Workday $142.28 / -6.98 (-4.68%) 05/26/22 Workday options imply 7.4% move in share price post-earnings 05/09/22 Workday call volume above normal and directionally bullish 03/25/22 Unusual call flow in option market yesterday 03/24/22 $43M opening trade crossed in Workday tied to hedge USER UserTesting $5.01 / -0.355 (-6.62%) 05/11/22 Eighteen new option listings on May 11th TWLO Twilio $83.67 / -7.06 (-7.78%) 05/04/22 Twilio options imply 15.1% move in share price post-earnings 04/18/22 Twilio call volume above normal and directionally bullish 02/11/22 Unusually active option classes on open February 11th 02/09/22 Twilio options imply 13.3% move in share price post-earnings TEAM Atlassian $166.38 / -17.38 (-9.46%) 04/28/22 Atlassian options imply 9.6% move in share price post-earnings 04/22/22 Atlassian put volume heavy and directionally bearish 03/11/22 Atlassian put volume heavy and directionally bearish 01/27/22 Atlassian options imply 9.7% move in share price post-earnings SWKS Skyworks $93.17 / -7.105 (-7.09%) 04/14/22 Skyworks put volume heavy and directionally bearish 02/02/22 Skyworks call volume above normal and directionally bullish 12/16/21 Skyworks put volume heavy and directionally bearish RNG RingCentral $50.30 / -3.98 (-7.33%) 05/27/22 Ringcentral call volume above normal and directionally bullish 05/09/22 Ringcentral options imply 16.7% move in share price post-earnings 02/22/22 Ringcentral options imply 12.7% move in share price post-earnings OKTA Okta $81.68 / -8.44 (-9.37%) 06/02/22 Okta options imply 8.8% move in share price post-earnings 03/22/22 Unusually active option classes on open March 22nd 02/18/22 Okta put volume heavy and directionally bearish 01/21/22 Okta put volume heavy and directionally bearish NVDA Nvidia $156.50 / -13.305 (-7.84%) 05/27/22 Notable open interest changes for May 27th 05/26/22 Notable open interest changes for May 26th 05/25/22 NVIDIA options imply 9.3% move in share price post-earnings 05/23/22 Notable open interest changes for May 23rd NET Cloudflare $41.57 / -5.78 (-12.21%) 05/16/22 Cloudflare call volume above normal and directionally bullish 05/05/22 Cloudflare options imply 11.0% move in share price post-earnings 02/24/22 Cloudflare call volume above normal and directionally bullish 02/10/22 Cloudflare options imply 12.0% move in share price post-earnings MRVL Marvell $48.76 / -4.26 (-8.03%) 05/26/22 Marvell options imply 5.9% move in share price post-earnings 04/28/22 Unusually active option classes on open April 28th 04/07/22 Marvell call buyer realizes 23% same-day gains 04/06/22 Marvell call volume above normal and directionally bullish MPWR Monolithic Power $389.95 / -34.13 (-8.05%) 05/03/22 Early notable gainers among liquid option names on May 3rd 02/11/22 Early notable gainers among liquid option names on February 11th INTC Intel $37.78 / -1.41 (-3.60%) 06/09/22 Notable open interest changes for June 9th 05/19/22 Intel put buyer realizes 35% same-day gains 05/02/22 Notable open interest changes for May 2nd 04/28/22 Intel options imply 5.4% move in share price post-earnings INTA Intapp $15.52 / -1.42 (-8.38%) 05/04/22 Fourteen new option listings on May 4th HCP HashiCorp $27.98 / -2.21 (-7.32%) 06/02/22 Hashicorp options imply 13.5% move in share price post-earnings 05/31/22 Largest borrow rate increases among liquid names 05/17/22 Largest borrow rate increases among liquid names 12/31/21 Sixteen new option listings and one option delisting on December 31st FROG JFrog $17.54 / -0.625 (-3.44%) 02/10/22 JFrog Ltd options imply 10.6% move in share price post-earnings ESTC Elastic $63.97 / -6.51 (-9.24%) 06/01/22 Elastic NV options imply 10.5% move in share price post-earnings 03/03/22 Elastic NV options imply 11.1% move in share price post-earnings 01/05/22 Elastic NV put volume heavy and directionally bearish EGHT 8x8 $5.84 / -0.66 (-10.15%) 02/02/22 8x8 options imply 8.0% move in share price post-earnings DOCU DocuSign $59.13 / -6.825 (-10.35%) 06/09/22 DocuSign options imply 12.7% move in share price post-earnings 05/25/22 DocuSign call volume above normal and directionally bullish 04/20/22 DocuSign put volume heavy and directionally bearish 04/18/22 DocuSign put volume heavy and directionally bearish CRM Salesforce $166.09 / -12.41 (-6.95%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish BILL Bill.com $105.87 / -12.095 (-10.25%) 05/12/22 Bill.com Holdings put volume heavy and directionally bearish 05/05/22 Bill.com Holdings options imply 14.0% move in share price post-earnings 02/17/22 Bill.com Holdings put volume heavy and directionally bearish 02/03/22 Bill.com Holdings options imply 14.0% move in share price post-earnings AVGO Broadcom $517.44 / -23.7 (-4.38%) 06/13/22 Broadcom call volume above normal and directionally bullish 12/14/21 Broadcom put volume heavy and directionally bearish ASAN Asana $18.07 / -1.95 (-9.74%) 06/02/22 Asana options imply 17.1% move in share price post-earnings 05/13/22 Asana call volume above normal and directionally bullish 05/12/22 Asana put volume heavy and directionally bearish 03/09/22 Asana options imply 18.3% move in share price post-earnings
Conference/Events	Oppenheimer to hold a virtual bus tour » 04:55 06/13/22 06/13 04:55 06/13/22 04:55 AVGO Broadcom $541.19 / -14.855 (-2.67%) , INTC Intel $39.18 / -0.84 (-2.10%) , MPWR Monolithic Power $424.23 / -20.76 (-4.67%) , MRVL Marvell $53.02 / -3.46 (-6.13%) , NVDA Nvidia $169.81 / -10.7 (-5.93%) , SWKS Skyworks $100.27 / -3.27 (-3.16%) , ASAN Asana $20.02 / -1.55 (-7.19%) , CRM Salesforce $178.50 / -8.67 (-4.63%) , DOCU DocuSign $65.93 / -21.465 (-24.56%) , HCP HashiCorp $30.19 / +0.04 (+0.13%) , NET Cloudflare $47.32 / -4.2799 (-8.29%) , OKTA Okta $90.12 / -4.93 (-5.19%) , RNG RingCentral $54.28 / -3.74 (-6.45%) , TEAM Atlassian $183.76 / -12.335 (-6.29%) , TWLO Twilio $90.73 / -7.71 (-7.83%) , ZS Zscaler $153.62 / -6.86 (-4.27%) , VMW VMware $125.41 / -1.65 (-1.30%) , USER UserTesting $5.36 / +0.345 (+6.88%) , INTA Intapp $16.82 / -1.06 (-5.93%) , FROG JFrog $18.16 / -0.195 (-1.06%) , EVCM EverCommerce $8.65 / -0.555 (-6.03%) , ESTC Elastic $70.48 / -5.49 (-7.23%) , BILL Bill.com $117.85 / -10.15 (-7.93%) , CWAN Clearwater Analytics $13.62 / -0.31 (-2.23%) , EGHT 8x8 $6.50 / -0.24 (-3.56%) , WDAY Workday $149.24 / -4.735 (-3.08%) Semiconductor &… Semiconductor & Software Virtual Bus Tour is being held on June 13-16 hosted by Oppenheimer. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZS WDAY VMW USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG EVCM ESTC EGHT DOCU CWAN CRM BILL AVGO ASAN ZS Zscaler $153.62 / -6.86 (-4.27%) 05/02/22 Zscaler appoints Castle as Chief People Officer 04/13/22 Synchronoss appoints Stanley Lowe as chief information security officer 12/22/21 Zscaler officer Rajic sells $7.9M in company shares 12/20/21 Zscaler CFO sells $4.47M in common stock WDAY Workday $149.24 / -4.735 (-3.08%) 05/26/22 Workday drops 7% to $155.50 after Q1 EPS misses estimates 02/28/22 Workday sees FY23 subscription revenue at $5.53B-$5.55B, up 22% y/y 02/14/22 Lone Pine takes stakes in Mastercard, Visa, exits Twitter, Meta Platforms VMW VMware $125.41 / -1.65 (-1.30%) 05/23/22 VMware rises 20.8% USER UserTesting $5.36 / +0.345 (+6.88%) 06/10/22 UserTesting falls -8.4% 06/06/22 UserTesting rises 18.4% 04/19/22 UserTesting rises 13.2% 04/18/22 UserTesting falls -18.1% TWLO Twilio $90.73 / -7.71 (-7.83%) 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center TEAM Atlassian $183.76 / -12.335 (-6.29%) 05/16/22 Lone Pine adds TSMC in Q1, exits KE Holdings and Adobe 05/13/22 Soros buys Lucid, exits GM in Q1 04/07/22 Atlassian sees total annual revenue for its markets reaching $176B 02/09/22 Atlassian explores redomiciling from the U.K. to the U.S. SWKS Skyworks $100.27 / -3.27 (-3.16%) 12/16/21 Skyworks drops 10% following Bloomberg report, Broadcom down 3% 12/16/21 Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips RNG RingCentral $54.28 / -3.74 (-6.45%) 05/09/22 RingCentral names Sonalee Parekh CFO 03/23/22 Theta Lake attracts $50M in series B funding 02/22/22 RingCentral sees Q1 EPS 34c, consensus 33c 02/22/22 RingCentral reports Q4 subscriptions revenue up 37% y/y OKTA Okta $90.12 / -4.93 (-5.19%) 06/02/22 Okta jumps 16% to $108.35 after raising fiscal year outlook 04/20/22 Okta says January breach lasted 25 minutes, impacted two customers 03/25/22 Okta does not consider January cyber incident 'to be material' 03/22/22 Microsoft says Lapsus$ stole source code through 'limited' access NVDA Nvidia $169.81 / -10.7 (-5.93%) 06/07/22 Duos Technologies Group joins Nvidia Metropolis partner program 06/06/22 ARIA Cybersecurity announces ARIA Zero Trust Gateway 05/27/22 Nvidia recommends shareholders reject 'mini-tender' offer from Tutanota NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms MRVL Marvell $53.02 / -3.46 (-6.13%) 05/09/22 Marvell to acquire Tanzanite in an all-cash transaction 04/20/22 Marvell appoints Sara Andrews to board of directors 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 03/14/22 Marvell CEO: The company is performing extremely well MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/25/22 Monolithic launches MPSafe Portfolio of safety-oriented automotive products 04/19/22 Monolithic Power gets 3rd party ISO26262 functional safety product development 02/10/22 Monolithic Power increases quarterly cash dividend to 75c per share INTC Intel $39.18 / -0.84 (-2.10%) 06/12/22 Fly Intel: Top five weekend stock stories 06/08/22 Intel appoints April Miller Boise as EVP, CLO 06/07/22 Nvidia has selected Sapphire Rapids to be the CPU for Hopper, says Huang 06/07/22 Schneider Electric collaborates with Intel INTA Intapp $16.82 / -1.06 (-5.93%) 06/07/22 Lightfoot, Franklin & White selects Oneplace Marketing & Business Development 05/17/22 Intapp announces Beck Redden selected OnePlace Marketing & Business Development 04/26/22 Intapp, KPMG form strategic alliance to accelerate digital transformation 03/30/22 Intapp announces Hannes Snellman has selected OnePlace Risk & Compliance HCP HashiCorp $30.19 / +0.04 (+0.13%) 04/26/22 HashiCorp director buys $3.01M in common stock FROG JFrog $18.16 / -0.195 (-1.06%) 03/24/22 JFrog announces distribution partnership with Softline India 02/15/22 JFrog up 3% as investor day continues EVCM EverCommerce $8.65 / -0.555 (-6.03%) 01/21/22 EverCommerce ends 2021 with over 600,000 customers ESTC Elastic $70.48 / -5.49 (-7.23%) 06/01/22 Elastic jumps 4% to $64.45 after smaller than expected Q4 earnings loss 05/19/22 Elastic expands collaboration with Amazon Web Services for Elastic Cloud 05/11/22 Elastic expands strategic partnership with Microsoft 02/16/22 Elastic, Amazon reach agreement on trademark infringement lawsuit EGHT 8x8 $6.50 / -0.24 (-3.56%) 01/12/22 8x8 appoints Stephanie Garcia as chief human resources officer DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/09/22 DocuSign reports Q1 subscription revenue $569.3M, up 26% y/y 06/09/22 DocuSign drops 12% to $76.88 after Q1 profit misses estimates 06/07/22 DocuSign jumps 4% to $91.27 after announcing expanded partnership with Microsoft 06/07/22 DocuSign, Microsoft expand strategic partnership CWAN Clearwater Analytics $13.62 / -0.31 (-2.23%) 03/22/22 Clearwater Analytics announces partnership with Flyer Financial 03/22/22 Clearwater Analytics falls -4.6% 03/02/22 Clearwater Analytics selected by Athora Holding for operations streamlining CRM Salesforce $178.50 / -8.67 (-4.63%) 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration BILL Bill.com $117.85 / -10.15 (-7.93%) 05/19/22 Bill.com rises 16.6% 05/11/22 Bill.com hires Michael DeAngelo as Chief People Officer 05/06/22 Bill.com falls -26.9% AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/26/22 Broadcom deal for VMware provides for 'go-shop' provision 05/26/22 Broadcom board authorizes new $10B share repurchase program 05/26/22 Broadcom to buy VMware for about $61B in cash and stock or $138.23 per share 05/26/22 Broadcom to acquire VMware for about $61B in cash and stock ASAN Asana $20.02 / -1.55 (-7.19%) 06/03/22 Asana falls -11.9% 06/03/22 Asana falls -12.3% 05/23/22 Asana teams with Align for solutions to Invisalign-trained U.S dental practices 05/20/22 Align Technology, Asana enter pact to offer Asana Smiles for Align solution AVGO INTC MPWR MRVL NVDA SWKS ASAN CRM DOCU HCP NET OKTA RNG TEAM TWLO ZS VMW USER INTA FROG EVCM ESTC BILL CWAN EGHT WDAY AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/27/22 RBC Capital VMware downgraded to Sector Perform from Outperform at RBC Capital 05/27/22 Mizuho Broadcom price target raised to $725 from $700 at Mizuho 05/27/22 KeyBanc Broadcom price target raised to $780 from $720 at KeyBanc 05/27/22 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc INTC Intel $39.18 / -0.84 (-2.10%) 06/10/22 Oppenheimer Oppenheimer sees issues continuing to weigh on Intel 06/08/22 Benchmark Intel CFO comments likely point to 'negative' Q2 results, says Benchmark 06/08/22 Benchmark Western Digital break-up value 46%-82% higher than current value, says Benchmark 06/08/22 Citi Intel bear case taking shape sooner than expected, says Citi MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/03/22 KeyBanc Monolithic Power price target raised to $570 from $520 at KeyBanc 04/20/22 Deutsche Bank Monolithic Power price target lowered to $500 from $510 at Deutsche Bank 04/08/22 Truist Monolithic Power price target lowered to $545 from $568 at Truist 02/11/22 Needham Monolithic Power upgraded to Buy from Hold at Needham MRVL Marvell $53.02 / -3.46 (-6.13%) 06/01/22 BofA BofA sees 'compelling' valuations in semis, names top picks 05/27/22 BMO Capital Marvell price target lowered to $82 from $98 at BMO Capital 05/27/22 Needham Marvell price target lowered to $75 from $105 at Needham 05/27/22 BofA Marvell price target lowered to $90 from $100 at BofA NVDA Nvidia $169.81 / -10.7 (-5.93%) 05/31/22 Wells Fargo 'Venado' another supercomputing CPU win for Nvidia, says Wells Fargo 05/27/22 Baird Nvidia price target lowered to $165 from $225 at Baird 05/26/22 Needham Nvidia price target lowered to $240 from $400 at Needham SWKS Skyworks $100.27 / -3.27 (-3.16%) 05/17/22 Piper Sandler Piper moves to 'more positive stance' on semiconductor stocks 05/05/22 Raymond James Qorvo price target lowered to $155 from $180 at Raymond James 05/04/22 Craig-Hallum Skyworks price target lowered to $180 from $220 at Craig-Hallum 05/04/22 Benchmark Skyworks price target lowered to $155 from $190 at Benchmark ASAN Asana $20.02 / -1.55 (-7.19%) 06/03/22 Oppenheimer Asana price target lowered to $40 from $60 at Oppenheimer 06/03/22 JMP Securities Asana price target lowered to $43 from $68 at JMP Securities 06/03/22 Baird Asana price target lowered to $31 from $65 at Baird 06/03/22 Piper Sandler Asana price target lowered to $35 from $55 at Piper Sandler CRM Salesforce $178.50 / -8.67 (-4.63%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/10/22 UBS DocuSign price target lowered to $70 from $85 at UBS 06/10/22 Citi DocuSign price target lowered to $90 from $114 at Citi 06/10/22 Baird DocuSign price target lowered to $60 from $95 at Baird 06/10/22 William Blair DocuSign downgraded to Market Perform from Outperform at William Blair HCP HashiCorp $30.19 / +0.04 (+0.13%) 06/03/22 JMP Securities HashiCorp price target lowered to $54 from $68 at JMP Securities 06/03/22 Stifel HashiCorp price target lowered to $51 from $60 at Stifel 06/03/22 Piper Sandler HashiCorp price target lowered to $46 from $59 at Piper Sandler 04/12/22 Piper Sandler HashiCorp initiated with a Neutral at Piper Sandler NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist OKTA Okta $90.12 / -4.93 (-5.19%) 06/03/22 Morgan Stanley Okta Q1 report should be 'clearing event,' says Morgan Stanley 06/03/22 DA Davidson Okta price target raised to $140 from $125 at DA Davidson 06/03/22 Oppenheimer Okta price target lowered to $170 from $210 at Oppenheimer 06/03/22 BTIG Okta price target lowered to $152 from $216 at BTIG RNG RingCentral $54.28 / -3.74 (-6.45%) 05/23/22 Jefferies RingCentral price target lowered to $80 from $100 at Jefferies 05/18/22 Wells Fargo RingCentral price target lowered to $115 from $150 at Wells Fargo 05/16/22 Baird Baird downgrades three cloud stocks on focus shift to cash flows 05/16/22 Baird RingCentral downgraded to Neutral from Outperform at Baird TEAM Atlassian $183.76 / -12.335 (-6.29%) 05/23/22 Jefferies Atlassian price target lowered to $180 from $275 at Jefferies 05/18/22 Wells Fargo Atlassian price target lowered to $300 from $400 at Wells Fargo 05/16/22 Mizuho Atlassian price target lowered to $360 from $500 at Mizuho 05/10/22 Truist Atlassian price target lowered to $220 from $375 at Truist TWLO Twilio $90.73 / -7.71 (-7.83%) 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies ZS Zscaler $153.62 / -6.86 (-4.27%) 05/27/22 Cowen Zscaler price target lowered to $194 from $405 at Cowen 05/27/22 Canaccord Zscaler price target lowered to $210 from $320 at Canaccord 05/27/22 BMO Capital Zscaler price target lowered to $172 from $270 at BMO Capital 05/27/22 Baird Zscaler price target lowered to $200 from $300 at Baird VMW VMware $125.41 / -1.65 (-1.30%) 05/31/22 Deutsche Bank VMware price target raised to $142.50 from $135 at Deutsche Bank USER UserTesting $5.36 / +0.345 (+6.88%) 06/08/22 Baird to hold a conference 03/01/22 JPMorgan UserTesting price target lowered to $13 from $14 at JPMorgan 12/13/21 Fly Intel: Top five analyst initiations INTA Intapp $16.82 / -1.06 (-5.93%) 05/12/22 Credit Suisse Intapp price target lowered to $27 from $35 at Credit Suisse 05/12/22 Raymond James Intapp price target lowered to $26 from $32 at Raymond James 02/10/22 Raymond James Intapp price target lowered to $32 from $41 at Raymond James 02/10/22 JPMorgan Intapp price target lowered to $42 from $50 at JPMorgan FROG JFrog $18.16 / -0.195 (-1.06%) 05/26/22 Piper Sandler JFrog price target lowered to $20 from $24 at Piper Sandler 05/10/22 Needham JFrog price target lowered to $23 from $32 at Needham 05/10/22 Stifel JFrog price target lowered to $29 from $36 at Stifel 05/10/22 Oppenheimer JFrog price target lowered to $37 from $45 at Oppenheimer EVCM EverCommerce $8.65 / -0.555 (-6.03%) 05/23/22 Jefferies EverCommerce price target lowered to $11 from $14 at Jefferies 05/10/22 Canaccord EverCommerce price target lowered to $17 from $20 at Canaccord 03/21/22 Stifel EverCommerce price target lowered to $18 from $21 at Stifel 03/15/22 Deutsche Bank EverCommerce price target lowered to $16 from $18 at Deutsche Bank ESTC Elastic $70.48 / -5.49 (-7.23%) 06/02/22 Citi Elastic price target raised to $125 from $97 at Citi 06/02/22 Stifel Elastic price target lowered to $100 from $125 at Stifel 06/02/22 Piper Sandler Elastic price target lowered to $85 from $155 at Piper Sandler 05/31/22 RBC Capital Elastic price target lowered to $110 from $133 at RBC Capital BILL Bill.com $117.85 / -10.15 (-7.93%) 05/31/22 KeyBanc Bill.com price target lowered to $175 from $225 at KeyBanc 05/24/22 Piper Sandler Bill.com price target lowered to $205 from $300 at Piper Sandler 05/23/22 Jefferies Bill.com price target lowered to $150 from $250 at Jefferies 05/20/22 JPMorgan Bill.com initiated with an Overweight at JPMorgan CWAN Clearwater Analytics $13.62 / -0.31 (-2.23%) 03/03/22 Wells Fargo Clearwater Analytics price target lowered to $23 from $28 at Wells Fargo 01/13/22 Piper Sandler Clearwater Analytics price target lowered to $22 from $25 at Piper Sandler 10/20/21 DA Davidson Clearwater Analytics initiated with a Buy at DA Davidson 10/19/21 Fly Intel: Top five analyst initiations EGHT 8x8 $6.50 / -0.24 (-3.56%) 05/11/22 Needham 8x8 price target lowered to $13 from $22 at Needham 05/11/22 Craig-Hallum 8x8 price target lowered to $10 from $20 at Craig-Hallum 05/11/22 Evercore ISI 8x8 price target lowered to $18 from $30 at Evercore ISI 05/11/22 BTIG 8x8 price target lowered to $16 from $36 at BTIG WDAY Workday $149.24 / -4.735 (-3.08%) 05/27/22 DA Davidson Workday price target lowered to $220 from $250 at DA Davidson 05/27/22 Stifel Workday price target lowered to $220 from $275 at Stifel 05/27/22 BMO Capital Workday price target lowered to $239 from $249 at BMO Capital ZS WDAY VMW USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG EVCM ESTC EGHT DOCU CWAN CRM BILL AVGO ASAN ZS Zscaler $153.62 / -6.86 (-4.27%) 05/26/22 Zscaler sees FY22 EPS 64c-65c, consensus $55c 05/26/22 Zscaler sees Q4 EPS 20c-22c, consensus 17c 05/26/22 Zscaler reports Q3 EPS 17c, consensus 11c WDAY Workday $149.24 / -4.735 (-3.08%) 05/26/22 Workday sees Q2 subscription revenue $1.353B-$1.355B 05/26/22 Workday raises FY23 subscription revenue view to $5.537B-$5.557B 05/26/22 Workday reports Q1 EPS 83c, consensus 86c VMW VMware $125.41 / -1.65 (-1.30%) 05/26/22 VMware reports Q1 EPS $1.28, consensus $1.56 02/24/22 VMware sees FY23 EPS $6.97, consensus $7.29 02/24/22 VMware sees Q1 EPS $1.56, consensus $1.64 02/24/22 VMware reports Q4 adjusted EPS $2.02, consensus $1.97 USER UserTesting $5.36 / +0.345 (+6.88%) 05/04/22 UserTesting sees FY22 EPS (39c) to (37c), consensus (40c) 05/04/22 UserTesting sees Q2 EPS (10c), consensus (10c) 05/04/22 UserTesting reports Q1 EPS (6c), consensus (8c) 02/28/22 UserTesting sees FY22 adjusted EPS (39c)-(41c), consensus (43c) TWLO Twilio $90.73 / -7.71 (-7.83%) 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) TEAM Atlassian $183.76 / -12.335 (-6.29%) 04/28/22 Atlassian sees Q4 EPS 24c, consensus 30c 04/28/22 Atlassian reports Q3 EPS (12c), consensus 32c 01/27/22 Atlassian sees Q3 EPS 29c-31c, consensus 40c 01/27/22 Atlassian reports Q2 EPS 50c, consensus 39c SWKS Skyworks $100.27 / -3.27 (-3.16%) 05/03/22 Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range 05/03/22 Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63 05/03/22 Notable companies reporting after market close 02/03/22 Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60 RNG RingCentral $54.28 / -3.74 (-6.45%) 05/09/22 RingCentral raises FY22 EPS view to $1.83-$1.87, consensus $1.71 05/09/22 RingCentral reports Q1 EPS 39c, consensus 34c 05/09/22 Notable companies reporting after market close 02/22/22 RingCentral sees FY22 EPS $1.69-$1.72, consensus $1.65 OKTA Okta $90.12 / -4.93 (-5.19%) 06/02/22 Okta raises FY23 adjusted EPS view to ($1.14)-($1.11), consensus ($1.25) 06/02/22 Okta sees Q2 adjusted EPS (32c)-(31c), consensus (33c) 06/02/22 Okta reports Q1 adjusted EPS (27c), consensus (34c) 06/02/22 Notable companies reporting after market close NVDA Nvidia $169.81 / -10.7 (-5.93%) 05/25/22 Nvidia sees Q2 revenue $8.1B, +/- 2%, consensus $8.45B 05/25/22 Nvidia reports Q1 EPS $1.36, consensus $1.29 05/25/22 Notable companies reporting after market close 02/16/22 Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close MRVL Marvell $53.02 / -3.46 (-6.13%) 05/26/22 Marvell sees Q2 adjusted EPS 56c, +/- 3c per share, consensus 55c 05/26/22 Marvell reports Q1 adjusted EPS 52c, consensus 51c 05/26/22 Notable companies reporting after market close 03/03/22 Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/02/22 Monolithic Power sees Q2 revenue $420M-$440M, consensus $378.27M 05/02/22 Monolithic Power reports Q1 EPS $2.45, consensus $2.26 02/10/22 Monolithic Power sees Q1 revenue $354M-$366M, consensus $322.01M 02/10/22 Monolithic Power reports Q4 EPS $2.12, consensus $1.87 INTC Intel $39.18 / -0.84 (-2.10%) 04/28/22 Intel sees FY22 adjusted EPS $3.60, consensus $3.50 04/28/22 Intel sees Q2 adjusted EPS 70c, consensus 83c 04/28/22 Intel reports Q1 adjusted EPS 87c, consensus 80c 04/28/22 Notable companies reporting after market close INTA Intapp $16.82 / -1.06 (-5.93%) 05/11/22 Intapp sees FY22 non-GAAP EPS (16c)-(15c), consensus (25c) 05/11/22 Intapp sees Q4 EPS (8c)-(7c), consensus (11c) 05/11/22 Intapp reports Q3 EPS (4c), consensus (10c) 02/09/22 Intapp sees FY22 EPS (28c)-(24c), consensus (30c) HCP HashiCorp $30.19 / +0.04 (+0.13%) 06/02/22 HashiCorp sees FY23 EPS ($1.19) - ($1.15), consensus ($1.27) 06/02/22 HashiCorp sees Q2 EPS (32c)-(30c), consensus (33c) 06/02/22 HashiCorp reports Q1 EPS (17c), consensus (29c) 03/11/22 HashiCorp sees FY23 EPS ($1.30) to ($1.26), consensus ($1.29) FROG JFrog $18.16 / -0.195 (-1.06%) 05/09/22 JFrog sees Q2 adjusted EPS (4c)-(3c), consensus (1c) 05/09/22 JFrog sees FY22 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 JFrog reports Q1 adjusted EPS 0c, consensus 0c 02/10/22 JFrog sees Q1 adjusted EPS (1c)-1c, consensus (1c) EVCM EverCommerce $8.65 / -0.555 (-6.03%) 05/09/22 EverCommerce reports Q1 EPS (7c), consensus 5c 03/14/22 EverCommerce sees FY22 revenue of $619M-$625M, consensus $595.69M 03/14/22 EverCommerce sees Q1 revenue $140M- $141M, consensus $134.33M 03/14/22 EverCommerce reports Q4 EPS (2c), consensus 7c ESTC Elastic $70.48 / -5.49 (-7.23%) 06/01/22 Elastic sees FY23 EPS (36c) to (28c), consensus (28c) 06/01/22 Elastic sees Q4 EPS (20c) to (16c), consensus (20c) 06/01/22 Elastic reports Q4 EPS (16c), consensus (22c) 03/03/22 Elastic sees FY22 adjusted EPS (42c)-(38c), consensus (53c) EGHT 8x8 $6.50 / -0.24 (-3.56%) 05/10/22 8x8 sees FY23 revenue $740M-$755M, consensus $786.16M 05/10/22 8x8 sees Q1 revenue $185M-$188M, consensus $187.22M 05/10/22 8x8 reports Q4 EPS 5c, consensus 0c 05/10/22 Notable companies reporting after market close DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/09/22 DocuSign sees FY23 revenue $2.47B-$2.482B, consensus $2.48B 06/09/22 DocuSign sees Q2 revenue $600M-$604M, consensus $601.71M 06/09/22 DocuSign reports Q1 adjusted EPS 38c, consensus 46c 06/09/22 Notable companies reporting after market close CWAN Clearwater Analytics $13.62 / -0.31 (-2.23%) 05/04/22 Clearwater Analytics sees FY22 revenue $303M-$305M, consensus $302.76M 05/04/22 Clearwater Analytics sees Q2 revenue $73M-$73.5M, consensus $73.77M 05/04/22 Clearwater Analytics reports Q1 adjusted EPS 5c, consensus 5c CRM Salesforce $178.50 / -8.67 (-4.63%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 BILL Bill.com $117.85 / -10.15 (-7.93%) 05/05/22 Bill.com sees FY22 EPS (35c)-(34c), consensus (46c) 05/05/22 Bill.com sees Q4 EPS (14c)-(13c), consensus (15c) 05/05/22 Bill.com reports Q3 EPS (8c), consensus (16c) AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/26/22 Broadcom sees Q3 revenue $8.4B, consensus $8.01B 05/26/22 Broadcom reports Q2 adjusted EPS $9.07, consensus $8.70 03/03/22 Broadcom sees Q2 revenue $7.9B, consensus $7.43B 03/03/22 Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08 ASAN Asana $20.02 / -1.55 (-7.19%) 06/02/22 Asana sees FY23 revenue $536M-$540M, consensus $529.86M 06/02/22 Asana sees Q2 EPS (39c)-(38c), consensus (32c) 06/02/22 Asana reports Q1 EPS (30c), consensus (36c) 03/09/22 Asana sees Q1 EPS (36c)-(35c), consensus (27c) 09 Dec 18 Nov 17 Nov 22 Sep 24 Sep 01 Jul 30 Jun ZS SWKS OKTA NVDA NET INTC DOCU CRM AVGO ZS Zscaler $153.62 / -6.86 (-4.27%) 05/21/22 Some stocks that aren't as cheap as they look, Barron's says SWKS Skyworks $100.27 / -3.27 (-3.16%) 01/01/22 Chip stocks are booming, still some bargains out there, Barron's says 12/20/21 Apple looking to develop own RF solutions, modem chips, DigiTimes reports 12/16/21 Apple hiring team to develop wireless chips in-house, Bloomberg reports 12/16/21 Apple seeks to make chips now bought from Broadcom, Skyworks, Bloomberg says OKTA Okta $90.12 / -4.93 (-5.19%) 03/29/22 Okta slow to respond to Lapsus$ Hack, leaked details show, Wired reports NVDA Nvidia $169.81 / -10.7 (-5.93%) 05/31/22 Qualcomm would look to buy stake in Arm, FT reports 04/23/22 Nvidia could be big tech's next casualty, Barron's says 03/23/22 Nvidia 'interested' in exploring Intel as foundry, Reuters reports 03/23/22 Nvidia CEO says foundry talks with Intel 'would take long time,' Bloomberg says NET Cloudflare $47.32 / -4.2799 (-8.29%) 12/23/21 Research shows TikTok was the most visited internet site in 2021, WSJ reports 12/22/21 TikTok tops Google as 'most popular web address' this year, Quartz says INTC Intel $39.18 / -0.84 (-2.10%) 06/11/22 Intel's problems haven't gone away, Barron's says 05/19/22 Investors rebuked two dozen US companies over executive pay, WSJ reports 05/02/22 Intel CEO tells CNBC he sees chip shortage continuing into 2024 04/18/22 Intel may outsource PC chipsets processing to OSATs in Taiwan, DigiTimes says DOCU DocuSign $65.93 / -21.465 (-24.56%) 01/01/22 Amazon looks particularly attractive after wild year for tech, Barron's says CRM Salesforce $178.50 / -8.67 (-4.63%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/24/22 Broadcom deal for VMware structured as 50/50 cash and stock split, CNBC says 05/23/22 Broadcom discussing paying $140 per share in cash, stock for VMware, WSJ says 05/23/22 Broadcom discussing paying $140 per share for VMware, WSJ says 05/22/22 Broadcom in talks to acquire VMware, Reuters reports ZS TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP ESTC EGHT DOCU CRM BILL AVGO ASAN ZS Zscaler $153.62 / -6.86 (-4.27%) 03/02/22 What You Missed On Wall Street On Wednesday TWLO Twilio $90.73 / -7.71 (-7.83%) 06/09/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 06/02/22 What You Missed On Wall Street On Thursday 06/02/22 What You Missed On Wall Street This Morning 06/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations TEAM Atlassian $183.76 / -12.335 (-6.29%) 04/28/22 Fly Intel: After-Hours Movers 04/07/22 Fly Intel: After-Hours Movers 01/28/22 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Wall Street in Fives - Must Read Lists at Midday SWKS Skyworks $100.27 / -3.27 (-3.16%) 05/04/22 What You Missed On Wall Street This Morning 05/03/22 Fly Intel: After-Hours Movers 02/04/22 Wall Street in Fives - Must Read Lists for Friday 02/04/22 Wall Street in Fives - Must Read Lists at Midday RNG RingCentral $54.28 / -3.74 (-6.45%) 05/16/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/10/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/28/22 Here's what Wall Street is saying about Zoom Video ahead of earnings 02/23/22 #SocialStocks: Truth Social to join competitive social media landscape in March OKTA Okta $90.12 / -4.93 (-5.19%) 06/03/22 Fly Intel: Pre-market Movers NVDA Nvidia $169.81 / -10.7 (-5.93%) 06/10/22 Here's What You Missed in Crypto This Week 06/03/22 Here's What You Missed in Crypto This Week 05/27/22 Here's What You Missed in Crypto This Week NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/06/22 What You Missed On Wall Street On Friday 05/06/22 What You Missed On Wall Street This Morning 05/06/22 Fly Intel: Pre-market Movers 05/05/22 Fly Intel: After-Hours Movers MRVL Marvell $53.02 / -3.46 (-6.13%) 05/27/22 What You Missed On Wall Street On Friday 05/27/22 What You Missed On Wall Street This Morning 05/27/22 Fly Intel: Pre-market Movers 05/26/22 Fly Intel: After-Hours Movers MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/02/22 Fly Intel: After-Hours Movers INTC Intel $39.18 / -0.84 (-2.10%) 06/08/22 What You Missed On Wall Street On Wednesday 05/19/22 What You Missed On Wall Street This Morning 04/29/22 What You Missed On Wall Street On Friday 04/29/22 What You Missed On Wall Street This Morning INTA Intapp $16.82 / -1.06 (-5.93%) 02/09/22 Fly Intel: After-Hours Movers HCP HashiCorp $30.19 / +0.04 (+0.13%) 06/04/22 Short Report: GameStop short position reaches 15-month high 01/03/22 Wall Street in Fives - Must Read Lists for Monday 01/03/22 Wall Street in Fives - Must Read Lists at Midday ESTC Elastic $70.48 / -5.49 (-7.23%) 06/01/22 Fly Intel: After-Hours Movers 01/12/22 Fly Intel: After-Hours Movers EGHT 8x8 $6.50 / -0.24 (-3.56%) 05/11/22 What You Missed On Wall Street On Wednesday 05/11/22 What You Missed On Wall Street This Morning 05/10/22 Fly Intel: After-Hours Movers DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/10/22 What You Missed On Wall Street On Friday 06/10/22 What You Missed On Wall Street This Morning 06/10/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 06/10/22 Fly Intel: Pre-market Movers CRM Salesforce $178.50 / -8.67 (-4.63%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers BILL Bill.com $117.85 / -10.15 (-7.93%) 06/12/22 Sell these stocks now, proven algorithm says 06/03/22 Sell these stocks now, proven algorithm says 05/20/22 What You Missed On Wall Street On Friday 05/20/22 What You Missed On Wall Street This Morning AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/27/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/26/22 What You Missed On Wall Street On Thursday 05/26/22 What You Missed On Wall Street This Morning 05/26/22 Fly Intel: Pre-market Movers ASAN Asana $20.02 / -1.55 (-7.19%) 06/03/22 What You Missed On Wall Street On Friday 06/03/22 What You Missed On Wall Street This Morning 06/02/22 Fly Intel: After-Hours Movers 03/25/22 What You Missed On Wall Street On Friday 06/13/22 Semiconductor & Software Bus Tour 06/13/22 US Financials, Payments & CRE Conference 08/24/22 Nvidia - NVDA 06/13/22 Asana, Inc. 06/16/22 Monolithic Power Systems, Inc. 06/21/22 Okta, Inc. 06/22/22 Workday, Inc. 06/22/22 Twilio Inc. 06/22/22 EverCommerce Inc. 06/23/22 Marvell Technology Inc 06/28/22 HashiCorp, Inc. 07/12/22 VMware, Inc. 07/12/22 8x8 Inc. ZS WDAY USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG ESTC EGHT DOCU CRM BILL AVGO ASAN ZS Zscaler $153.62 / -6.86 (-4.27%) 05/26/22 Zscaler options imply 10.1% move in share price post-earnings 05/20/22 Zscaler put volume heavy and directionally bearish 04/07/22 Zscaler put volume heavy and directionally bearish 01/13/22 Zscaler put volume heavy and directionally bearish WDAY Workday $149.24 / -4.735 (-3.08%) 05/26/22 Workday options imply 7.4% move in share price post-earnings 05/09/22 Workday call volume above normal and directionally bullish 03/25/22 Unusual call flow in option market yesterday 03/24/22 $43M opening trade crossed in Workday tied to hedge USER UserTesting $5.36 / +0.345 (+6.88%) 05/11/22 Eighteen new option listings on May 11th TWLO Twilio $90.73 / -7.71 (-7.83%) 05/04/22 Twilio options imply 15.1% move in share price post-earnings 04/18/22 Twilio call volume above normal and directionally bullish 02/11/22 Unusually active option classes on open February 11th 02/09/22 Twilio options imply 13.3% move in share price post-earnings TEAM Atlassian $183.76 / -12.335 (-6.29%) 04/28/22 Atlassian options imply 9.6% move in share price post-earnings 04/22/22 Atlassian put volume heavy and directionally bearish 03/11/22 Atlassian put volume heavy and directionally bearish 01/27/22 Atlassian options imply 9.7% move in share price post-earnings SWKS Skyworks $100.27 / -3.27 (-3.16%) 04/14/22 Skyworks put volume heavy and directionally bearish 02/02/22 Skyworks call volume above normal and directionally bullish 12/16/21 Skyworks put volume heavy and directionally bearish RNG RingCentral $54.28 / -3.74 (-6.45%) 05/27/22 Ringcentral call volume above normal and directionally bullish 05/09/22 Ringcentral options imply 16.7% move in share price post-earnings 02/22/22 Ringcentral options imply 12.7% move in share price post-earnings OKTA Okta $90.12 / -4.93 (-5.19%) 06/02/22 Okta options imply 8.8% move in share price post-earnings 03/22/22 Unusually active option classes on open March 22nd 02/18/22 Okta put volume heavy and directionally bearish 01/21/22 Okta put volume heavy and directionally bearish NVDA Nvidia $169.81 / -10.7 (-5.93%) 05/27/22 Notable open interest changes for May 27th 05/26/22 Notable open interest changes for May 26th 05/25/22 NVIDIA options imply 9.3% move in share price post-earnings 05/23/22 Notable open interest changes for May 23rd NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/16/22 Cloudflare call volume above normal and directionally bullish 05/05/22 Cloudflare options imply 11.0% move in share price post-earnings 02/24/22 Cloudflare call volume above normal and directionally bullish 02/10/22 Cloudflare options imply 12.0% move in share price post-earnings MRVL Marvell $53.02 / -3.46 (-6.13%) 05/26/22 Marvell options imply 5.9% move in share price post-earnings 04/28/22 Unusually active option classes on open April 28th 04/07/22 Marvell call buyer realizes 23% same-day gains 04/06/22 Marvell call volume above normal and directionally bullish MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/03/22 Early notable gainers among liquid option names on May 3rd 02/11/22 Early notable gainers among liquid option names on February 11th INTC Intel $39.18 / -0.84 (-2.10%) 06/09/22 Notable open interest changes for June 9th 05/19/22 Intel put buyer realizes 35% same-day gains 05/02/22 Notable open interest changes for May 2nd 04/28/22 Intel options imply 5.4% move in share price post-earnings INTA Intapp $16.82 / -1.06 (-5.93%) 05/04/22 Fourteen new option listings on May 4th HCP HashiCorp $30.19 / +0.04 (+0.13%) 06/02/22 Hashicorp options imply 13.5% move in share price post-earnings 05/31/22 Largest borrow rate increases among liquid names 05/17/22 Largest borrow rate increases among liquid names 12/31/21 Sixteen new option listings and one option delisting on December 31st FROG JFrog $18.16 / -0.195 (-1.06%) 02/10/22 JFrog Ltd options imply 10.6% move in share price post-earnings ESTC Elastic $70.48 / -5.49 (-7.23%) 06/01/22 Elastic NV options imply 10.5% move in share price post-earnings 03/03/22 Elastic NV options imply 11.1% move in share price post-earnings 01/05/22 Elastic NV put volume heavy and directionally bearish EGHT 8x8 $6.50 / -0.24 (-3.56%) 02/02/22 8x8 options imply 8.0% move in share price post-earnings DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/09/22 DocuSign options imply 12.7% move in share price post-earnings 05/25/22 DocuSign call volume above normal and directionally bullish 04/20/22 DocuSign put volume heavy and directionally bearish 04/18/22 DocuSign put volume heavy and directionally bearish CRM Salesforce $178.50 / -8.67 (-4.63%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish BILL Bill.com $117.85 / -10.15 (-7.93%) 05/12/22 Bill.com Holdings put volume heavy and directionally bearish 05/05/22 Bill.com Holdings options imply 14.0% move in share price post-earnings 02/17/22 Bill.com Holdings put volume heavy and directionally bearish 02/03/22 Bill.com Holdings options imply 14.0% move in share price post-earnings AVGO Broadcom $541.19 / -14.855 (-2.67%) 12/14/21 Broadcom put volume heavy and directionally bearish ASAN Asana $20.02 / -1.55 (-7.19%) 06/02/22 Asana options imply 17.1% move in share price post-earnings 05/13/22 Asana call volume above normal and directionally bullish 05/12/22 Asana put volume heavy and directionally bearish 03/09/22 Asana options imply 18.3% move in share price post-earnings
Conference/Events	Oppenheimer to hold a virtual bus tour » 16:15 06/10/22 06/10 16:15 06/10/22 16:15 AVGO Broadcom $541.19 / -14.855 (-2.67%) , INTC Intel $39.18 / -0.84 (-2.10%) , MPWR Monolithic Power $424.23 / -20.76 (-4.67%) , MRVL Marvell $53.02 / -3.46 (-6.13%) , NVDA Nvidia $169.81 / -10.7 (-5.93%) , SWKS Skyworks $100.27 / -3.27 (-3.16%) , ASAN Asana $20.02 / -1.55 (-7.19%) , CRM Salesforce $178.50 / -8.67 (-4.63%) , DOCU DocuSign $65.93 / -21.465 (-24.56%) , HCP HashiCorp $30.19 / +0.04 (+0.13%) , NET Cloudflare $47.32 / -4.2799 (-8.29%) , OKTA Okta $90.12 / -4.93 (-5.19%) , RNG RingCentral $54.28 / -3.74 (-6.45%) , TEAM Atlassian $183.76 / -12.335 (-6.29%) , TWLO Twilio $90.73 / -7.71 (-7.83%) , ZS Zscaler $153.62 / -6.86 (-4.27%) , VMW VMware $125.41 / -1.65 (-1.30%) , USER UserTesting $5.36 / +0.345 (+6.88%) , INTA Intapp $16.82 / -1.06 (-5.93%) , FROG JFrog $18.16 / -0.195 (-1.06%) , EVCM EverCommerce $8.65 / -0.555 (-6.03%) , ESTC Elastic $70.48 / -5.49 (-7.23%) , BILL Bill.com $117.85 / -10.15 (-7.93%) , CWAN Clearwater Analytics $13.62 / -0.31 (-2.23%) , EGHT 8x8 $6.50 / -0.24 (-3.56%) , WDAY Workday $149.24 / -4.735 (-3.08%) Semiconductor &… Semiconductor & Software Virtual Bus Tour is being held on June 13-16 hosted by Oppenheimer. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZS WDAY VMW USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG EVCM ESTC EGHT DOCU CWAN CRM BILL AVGO ASAN ZS Zscaler $153.62 / -6.86 (-4.27%) 05/02/22 Zscaler appoints Castle as Chief People Officer 04/13/22 Synchronoss appoints Stanley Lowe as chief information security officer 12/22/21 Zscaler officer Rajic sells $7.9M in company shares 12/20/21 Zscaler CFO sells $4.47M in common stock WDAY Workday $149.24 / -4.735 (-3.08%) 05/26/22 Workday drops 7% to $155.50 after Q1 EPS misses estimates 02/28/22 Workday sees FY23 subscription revenue at $5.53B-$5.55B, up 22% y/y 02/14/22 Lone Pine takes stakes in Mastercard, Visa, exits Twitter, Meta Platforms VMW VMware $125.41 / -1.65 (-1.30%) 05/23/22 VMware rises 20.8% USER UserTesting $5.36 / +0.345 (+6.88%) 06/10/22 UserTesting falls -8.4% 06/06/22 UserTesting rises 18.4% 04/19/22 UserTesting rises 13.2% 04/18/22 UserTesting falls -18.1% TWLO Twilio $90.73 / -7.71 (-7.83%) 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center TEAM Atlassian $183.76 / -12.335 (-6.29%) 05/16/22 Lone Pine adds TSMC in Q1, exits KE Holdings and Adobe 05/13/22 Soros buys Lucid, exits GM in Q1 04/07/22 Atlassian sees total annual revenue for its markets reaching $176B 02/09/22 Atlassian explores redomiciling from the U.K. to the U.S. SWKS Skyworks $100.27 / -3.27 (-3.16%) 12/16/21 Skyworks drops 10% following Bloomberg report, Broadcom down 3% 12/16/21 Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips RNG RingCentral $54.28 / -3.74 (-6.45%) 05/09/22 RingCentral names Sonalee Parekh CFO 03/23/22 Theta Lake attracts $50M in series B funding 02/22/22 RingCentral sees Q1 EPS 34c, consensus 33c 02/22/22 RingCentral reports Q4 subscriptions revenue up 37% y/y OKTA Okta $90.12 / -4.93 (-5.19%) 06/02/22 Okta jumps 16% to $108.35 after raising fiscal year outlook 04/20/22 Okta says January breach lasted 25 minutes, impacted two customers 03/25/22 Okta does not consider January cyber incident 'to be material' 03/22/22 Microsoft says Lapsus$ stole source code through 'limited' access NVDA Nvidia $169.81 / -10.7 (-5.93%) 06/07/22 Duos Technologies Group joins Nvidia Metropolis partner program 06/06/22 ARIA Cybersecurity announces ARIA Zero Trust Gateway 05/27/22 Nvidia recommends shareholders reject 'mini-tender' offer from Tutanota NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms MRVL Marvell $53.02 / -3.46 (-6.13%) 05/09/22 Marvell to acquire Tanzanite in an all-cash transaction 04/20/22 Marvell appoints Sara Andrews to board of directors 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 03/14/22 Marvell CEO: The company is performing extremely well MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/25/22 Monolithic launches MPSafe Portfolio of safety-oriented automotive products 04/19/22 Monolithic Power gets 3rd party ISO26262 functional safety product development 02/10/22 Monolithic Power increases quarterly cash dividend to 75c per share INTC Intel $39.18 / -0.84 (-2.10%) 06/08/22 Intel appoints April Miller Boise as EVP, CLO 06/07/22 Nvidia has selected Sapphire Rapids to be the CPU for Hopper, says Huang 06/07/22 Schneider Electric collaborates with Intel 05/31/22 Intel debuts Rialto Bridge GPU, succeeding Ponte Vecchio architecture INTA Intapp $16.82 / -1.06 (-5.93%) 06/07/22 Lightfoot, Franklin & White selects Oneplace Marketing & Business Development 05/17/22 Intapp announces Beck Redden selected OnePlace Marketing & Business Development 04/26/22 Intapp, KPMG form strategic alliance to accelerate digital transformation 03/30/22 Intapp announces Hannes Snellman has selected OnePlace Risk & Compliance HCP HashiCorp $30.19 / +0.04 (+0.13%) 04/26/22 HashiCorp director buys $3.01M in common stock FROG JFrog $18.16 / -0.195 (-1.06%) 03/24/22 JFrog announces distribution partnership with Softline India 02/15/22 JFrog up 3% as investor day continues EVCM EverCommerce $8.65 / -0.555 (-6.03%) 01/21/22 EverCommerce ends 2021 with over 600,000 customers ESTC Elastic $70.48 / -5.49 (-7.23%) 06/01/22 Elastic jumps 4% to $64.45 after smaller than expected Q4 earnings loss 05/19/22 Elastic expands collaboration with Amazon Web Services for Elastic Cloud 05/11/22 Elastic expands strategic partnership with Microsoft 02/16/22 Elastic, Amazon reach agreement on trademark infringement lawsuit EGHT 8x8 $6.50 / -0.24 (-3.56%) 01/12/22 8x8 appoints Stephanie Garcia as chief human resources officer DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/09/22 DocuSign reports Q1 subscription revenue $569.3M, up 26% y/y 06/09/22 DocuSign drops 12% to $76.88 after Q1 profit misses estimates 06/07/22 DocuSign jumps 4% to $91.27 after announcing expanded partnership with Microsoft 06/07/22 DocuSign, Microsoft expand strategic partnership CWAN Clearwater Analytics $13.62 / -0.31 (-2.23%) 03/22/22 Clearwater Analytics announces partnership with Flyer Financial 03/22/22 Clearwater Analytics falls -4.6% 03/02/22 Clearwater Analytics selected by Athora Holding for operations streamlining CRM Salesforce $178.50 / -8.67 (-4.63%) 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration BILL Bill.com $117.85 / -10.15 (-7.93%) 05/19/22 Bill.com rises 16.6% 05/11/22 Bill.com hires Michael DeAngelo as Chief People Officer 05/06/22 Bill.com falls -26.9% AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/26/22 Broadcom deal for VMware provides for 'go-shop' provision 05/26/22 Broadcom board authorizes new $10B share repurchase program 05/26/22 Broadcom to buy VMware for about $61B in cash and stock or $138.23 per share 05/26/22 Broadcom to acquire VMware for about $61B in cash and stock ASAN Asana $20.02 / -1.55 (-7.19%) 06/03/22 Asana falls -11.9% 06/03/22 Asana falls -12.3% 05/23/22 Asana teams with Align for solutions to Invisalign-trained U.S dental practices 05/20/22 Align Technology, Asana enter pact to offer Asana Smiles for Align solution AVGO INTC MPWR MRVL NVDA SWKS ASAN CRM DOCU HCP NET OKTA RNG TEAM TWLO ZS VMW USER INTA FROG EVCM ESTC BILL CWAN EGHT WDAY AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/27/22 RBC Capital VMware downgraded to Sector Perform from Outperform at RBC Capital 05/27/22 Mizuho Broadcom price target raised to $725 from $700 at Mizuho 05/27/22 KeyBanc Broadcom price target raised to $780 from $720 at KeyBanc 05/27/22 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc INTC Intel $39.18 / -0.84 (-2.10%) 06/10/22 Oppenheimer Oppenheimer sees issues continuing to weigh on Intel 06/08/22 Benchmark Intel CFO comments likely point to 'negative' Q2 results, says Benchmark 06/08/22 Benchmark Western Digital break-up value 46%-82% higher than current value, says Benchmark 06/08/22 Citi Intel bear case taking shape sooner than expected, says Citi MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/03/22 KeyBanc Monolithic Power price target raised to $570 from $520 at KeyBanc 04/20/22 Deutsche Bank Monolithic Power price target lowered to $500 from $510 at Deutsche Bank 04/08/22 Truist Monolithic Power price target lowered to $545 from $568 at Truist 02/11/22 Needham Monolithic Power upgraded to Buy from Hold at Needham MRVL Marvell $53.02 / -3.46 (-6.13%) 06/01/22 BofA BofA sees 'compelling' valuations in semis, names top picks 05/27/22 BMO Capital Marvell price target lowered to $82 from $98 at BMO Capital 05/27/22 Needham Marvell price target lowered to $75 from $105 at Needham 05/27/22 BofA Marvell price target lowered to $90 from $100 at BofA NVDA Nvidia $169.81 / -10.7 (-5.93%) 05/31/22 Wells Fargo 'Venado' another supercomputing CPU win for Nvidia, says Wells Fargo 05/27/22 Baird Nvidia price target lowered to $165 from $225 at Baird 05/26/22 Needham Nvidia price target lowered to $240 from $400 at Needham SWKS Skyworks $100.27 / -3.27 (-3.16%) 05/17/22 Piper Sandler Piper moves to 'more positive stance' on semiconductor stocks 05/05/22 Raymond James Qorvo price target lowered to $155 from $180 at Raymond James 05/04/22 Craig-Hallum Skyworks price target lowered to $180 from $220 at Craig-Hallum 05/04/22 Benchmark Skyworks price target lowered to $155 from $190 at Benchmark ASAN Asana $20.02 / -1.55 (-7.19%) 06/03/22 Oppenheimer Asana price target lowered to $40 from $60 at Oppenheimer 06/03/22 JMP Securities Asana price target lowered to $43 from $68 at JMP Securities 06/03/22 Baird Asana price target lowered to $31 from $65 at Baird 06/03/22 Piper Sandler Asana price target lowered to $35 from $55 at Piper Sandler CRM Salesforce $178.50 / -8.67 (-4.63%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/10/22 UBS DocuSign price target lowered to $70 from $85 at UBS 06/10/22 Citi DocuSign price target lowered to $90 from $114 at Citi 06/10/22 Baird DocuSign price target lowered to $60 from $95 at Baird 06/10/22 William Blair DocuSign downgraded to Market Perform from Outperform at William Blair HCP HashiCorp $30.19 / +0.04 (+0.13%) 06/03/22 JMP Securities HashiCorp price target lowered to $54 from $68 at JMP Securities 06/03/22 Stifel HashiCorp price target lowered to $51 from $60 at Stifel 06/03/22 Piper Sandler HashiCorp price target lowered to $46 from $59 at Piper Sandler 04/12/22 Piper Sandler HashiCorp initiated with a Neutral at Piper Sandler NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist OKTA Okta $90.12 / -4.93 (-5.19%) 06/03/22 Morgan Stanley Okta Q1 report should be 'clearing event,' says Morgan Stanley 06/03/22 DA Davidson Okta price target raised to $140 from $125 at DA Davidson 06/03/22 Oppenheimer Okta price target lowered to $170 from $210 at Oppenheimer 06/03/22 BTIG Okta price target lowered to $152 from $216 at BTIG RNG RingCentral $54.28 / -3.74 (-6.45%) 05/23/22 Jefferies RingCentral price target lowered to $80 from $100 at Jefferies 05/18/22 Wells Fargo RingCentral price target lowered to $115 from $150 at Wells Fargo 05/16/22 Baird Baird downgrades three cloud stocks on focus shift to cash flows 05/16/22 Baird RingCentral downgraded to Neutral from Outperform at Baird TEAM Atlassian $183.76 / -12.335 (-6.29%) 05/23/22 Jefferies Atlassian price target lowered to $180 from $275 at Jefferies 05/18/22 Wells Fargo Atlassian price target lowered to $300 from $400 at Wells Fargo 05/16/22 Mizuho Atlassian price target lowered to $360 from $500 at Mizuho 05/10/22 Truist Atlassian price target lowered to $220 from $375 at Truist TWLO Twilio $90.73 / -7.71 (-7.83%) 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies ZS Zscaler $153.62 / -6.86 (-4.27%) 05/27/22 Cowen Zscaler price target lowered to $194 from $405 at Cowen 05/27/22 Canaccord Zscaler price target lowered to $210 from $320 at Canaccord 05/27/22 BMO Capital Zscaler price target lowered to $172 from $270 at BMO Capital 05/27/22 Baird Zscaler price target lowered to $200 from $300 at Baird VMW VMware $125.41 / -1.65 (-1.30%) 05/31/22 Deutsche Bank VMware price target raised to $142.50 from $135 at Deutsche Bank USER UserTesting $5.36 / +0.345 (+6.88%) 06/08/22 Baird to hold a conference 03/01/22 JPMorgan UserTesting price target lowered to $13 from $14 at JPMorgan 12/13/21 Fly Intel: Top five analyst initiations INTA Intapp $16.82 / -1.06 (-5.93%) 05/12/22 Credit Suisse Intapp price target lowered to $27 from $35 at Credit Suisse 05/12/22 Raymond James Intapp price target lowered to $26 from $32 at Raymond James 02/10/22 Raymond James Intapp price target lowered to $32 from $41 at Raymond James 02/10/22 JPMorgan Intapp price target lowered to $42 from $50 at JPMorgan FROG JFrog $18.16 / -0.195 (-1.06%) 05/26/22 Piper Sandler JFrog price target lowered to $20 from $24 at Piper Sandler 05/10/22 Needham JFrog price target lowered to $23 from $32 at Needham 05/10/22 Stifel JFrog price target lowered to $29 from $36 at Stifel 05/10/22 Oppenheimer JFrog price target lowered to $37 from $45 at Oppenheimer EVCM EverCommerce $8.65 / -0.555 (-6.03%) 05/23/22 Jefferies EverCommerce price target lowered to $11 from $14 at Jefferies 05/10/22 Canaccord EverCommerce price target lowered to $17 from $20 at Canaccord 03/21/22 Stifel EverCommerce price target lowered to $18 from $21 at Stifel 03/15/22 Deutsche Bank EverCommerce price target lowered to $16 from $18 at Deutsche Bank ESTC Elastic $70.48 / -5.49 (-7.23%) 06/02/22 Citi Elastic price target raised to $125 from $97 at Citi 06/02/22 Stifel Elastic price target lowered to $100 from $125 at Stifel 06/02/22 Piper Sandler Elastic price target lowered to $85 from $155 at Piper Sandler 05/31/22 RBC Capital Elastic price target lowered to $110 from $133 at RBC Capital BILL Bill.com $117.85 / -10.15 (-7.93%) 05/31/22 KeyBanc Bill.com price target lowered to $175 from $225 at KeyBanc 05/24/22 Piper Sandler Bill.com price target lowered to $205 from $300 at Piper Sandler 05/23/22 Jefferies Bill.com price target lowered to $150 from $250 at Jefferies 05/20/22 JPMorgan Bill.com initiated with an Overweight at JPMorgan CWAN Clearwater Analytics $13.62 / -0.31 (-2.23%) 03/03/22 Wells Fargo Clearwater Analytics price target lowered to $23 from $28 at Wells Fargo 01/13/22 Piper Sandler Clearwater Analytics price target lowered to $22 from $25 at Piper Sandler 10/20/21 DA Davidson Clearwater Analytics initiated with a Buy at DA Davidson 10/19/21 Fly Intel: Top five analyst initiations EGHT 8x8 $6.50 / -0.24 (-3.56%) 05/11/22 Needham 8x8 price target lowered to $13 from $22 at Needham 05/11/22 Craig-Hallum 8x8 price target lowered to $10 from $20 at Craig-Hallum 05/11/22 Evercore ISI 8x8 price target lowered to $18 from $30 at Evercore ISI 05/11/22 BTIG 8x8 price target lowered to $16 from $36 at BTIG WDAY Workday $149.24 / -4.735 (-3.08%) 05/27/22 DA Davidson Workday price target lowered to $220 from $250 at DA Davidson 05/27/22 Stifel Workday price target lowered to $220 from $275 at Stifel 05/27/22 BMO Capital Workday price target lowered to $239 from $249 at BMO Capital ZS WDAY VMW USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG EVCM ESTC EGHT DOCU CWAN CRM BILL AVGO ASAN ZS Zscaler $153.62 / -6.86 (-4.27%) 05/26/22 Zscaler sees FY22 EPS 64c-65c, consensus $55c 05/26/22 Zscaler sees Q4 EPS 20c-22c, consensus 17c 05/26/22 Zscaler reports Q3 EPS 17c, consensus 11c WDAY Workday $149.24 / -4.735 (-3.08%) 05/26/22 Workday sees Q2 subscription revenue $1.353B-$1.355B 05/26/22 Workday raises FY23 subscription revenue view to $5.537B-$5.557B 05/26/22 Workday reports Q1 EPS 83c, consensus 86c VMW VMware $125.41 / -1.65 (-1.30%) 05/26/22 VMware reports Q1 EPS $1.28, consensus $1.56 02/24/22 VMware sees FY23 EPS $6.97, consensus $7.29 02/24/22 VMware sees Q1 EPS $1.56, consensus $1.64 02/24/22 VMware reports Q4 adjusted EPS $2.02, consensus $1.97 USER UserTesting $5.36 / +0.345 (+6.88%) 05/04/22 UserTesting sees FY22 EPS (39c) to (37c), consensus (40c) 05/04/22 UserTesting sees Q2 EPS (10c), consensus (10c) 05/04/22 UserTesting reports Q1 EPS (6c), consensus (8c) 02/28/22 UserTesting sees FY22 adjusted EPS (39c)-(41c), consensus (43c) TWLO Twilio $90.73 / -7.71 (-7.83%) 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) TEAM Atlassian $183.76 / -12.335 (-6.29%) 04/28/22 Atlassian sees Q4 EPS 24c, consensus 30c 04/28/22 Atlassian reports Q3 EPS (12c), consensus 32c 01/27/22 Atlassian sees Q3 EPS 29c-31c, consensus 40c 01/27/22 Atlassian reports Q2 EPS 50c, consensus 39c SWKS Skyworks $100.27 / -3.27 (-3.16%) 05/03/22 Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range 05/03/22 Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63 05/03/22 Notable companies reporting after market close 02/03/22 Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60 RNG RingCentral $54.28 / -3.74 (-6.45%) 05/09/22 RingCentral raises FY22 EPS view to $1.83-$1.87, consensus $1.71 05/09/22 RingCentral reports Q1 EPS 39c, consensus 34c 05/09/22 Notable companies reporting after market close 02/22/22 RingCentral sees FY22 EPS $1.69-$1.72, consensus $1.65 OKTA Okta $90.12 / -4.93 (-5.19%) 06/02/22 Okta raises FY23 adjusted EPS view to ($1.14)-($1.11), consensus ($1.25) 06/02/22 Okta sees Q2 adjusted EPS (32c)-(31c), consensus (33c) 06/02/22 Okta reports Q1 adjusted EPS (27c), consensus (34c) 06/02/22 Notable companies reporting after market close NVDA Nvidia $169.81 / -10.7 (-5.93%) 05/25/22 Nvidia sees Q2 revenue $8.1B, +/- 2%, consensus $8.45B 05/25/22 Nvidia reports Q1 EPS $1.36, consensus $1.29 05/25/22 Notable companies reporting after market close 02/16/22 Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close MRVL Marvell $53.02 / -3.46 (-6.13%) 05/26/22 Marvell sees Q2 adjusted EPS 56c, +/- 3c per share, consensus 55c 05/26/22 Marvell reports Q1 adjusted EPS 52c, consensus 51c 05/26/22 Notable companies reporting after market close 03/03/22 Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/02/22 Monolithic Power sees Q2 revenue $420M-$440M, consensus $378.27M 05/02/22 Monolithic Power reports Q1 EPS $2.45, consensus $2.26 02/10/22 Monolithic Power sees Q1 revenue $354M-$366M, consensus $322.01M 02/10/22 Monolithic Power reports Q4 EPS $2.12, consensus $1.87 INTC Intel $39.18 / -0.84 (-2.10%) 04/28/22 Intel sees FY22 adjusted EPS $3.60, consensus $3.50 04/28/22 Intel sees Q2 adjusted EPS 70c, consensus 83c 04/28/22 Intel reports Q1 adjusted EPS 87c, consensus 80c 04/28/22 Notable companies reporting after market close INTA Intapp $16.82 / -1.06 (-5.93%) 05/11/22 Intapp sees FY22 non-GAAP EPS (16c)-(15c), consensus (25c) 05/11/22 Intapp sees Q4 EPS (8c)-(7c), consensus (11c) 05/11/22 Intapp reports Q3 EPS (4c), consensus (10c) 02/09/22 Intapp sees FY22 EPS (28c)-(24c), consensus (30c) HCP HashiCorp $30.19 / +0.04 (+0.13%) 06/02/22 HashiCorp sees FY23 EPS ($1.19) - ($1.15), consensus ($1.27) 06/02/22 HashiCorp sees Q2 EPS (32c)-(30c), consensus (33c) 06/02/22 HashiCorp reports Q1 EPS (17c), consensus (29c) 03/11/22 HashiCorp sees FY23 EPS ($1.30) to ($1.26), consensus ($1.29) FROG JFrog $18.16 / -0.195 (-1.06%) 05/09/22 JFrog sees Q2 adjusted EPS (4c)-(3c), consensus (1c) 05/09/22 JFrog sees FY22 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 JFrog reports Q1 adjusted EPS 0c, consensus 0c 02/10/22 JFrog sees Q1 adjusted EPS (1c)-1c, consensus (1c) EVCM EverCommerce $8.65 / -0.555 (-6.03%) 05/09/22 EverCommerce reports Q1 EPS (7c), consensus 5c 03/14/22 EverCommerce sees FY22 revenue of $619M-$625M, consensus $595.69M 03/14/22 EverCommerce sees Q1 revenue $140M- $141M, consensus $134.33M 03/14/22 EverCommerce reports Q4 EPS (2c), consensus 7c ESTC Elastic $70.48 / -5.49 (-7.23%) 06/01/22 Elastic sees FY23 EPS (36c) to (28c), consensus (28c) 06/01/22 Elastic sees Q4 EPS (20c) to (16c), consensus (20c) 06/01/22 Elastic reports Q4 EPS (16c), consensus (22c) 03/03/22 Elastic sees FY22 adjusted EPS (42c)-(38c), consensus (53c) EGHT 8x8 $6.50 / -0.24 (-3.56%) 05/10/22 8x8 sees FY23 revenue $740M-$755M, consensus $786.16M 05/10/22 8x8 sees Q1 revenue $185M-$188M, consensus $187.22M 05/10/22 8x8 reports Q4 EPS 5c, consensus 0c 05/10/22 Notable companies reporting after market close DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/09/22 DocuSign sees FY23 revenue $2.47B-$2.482B, consensus $2.48B 06/09/22 DocuSign sees Q2 revenue $600M-$604M, consensus $601.71M 06/09/22 DocuSign reports Q1 adjusted EPS 38c, consensus 46c 06/09/22 Notable companies reporting after market close CWAN Clearwater Analytics $13.62 / -0.31 (-2.23%) 05/04/22 Clearwater Analytics sees FY22 revenue $303M-$305M, consensus $302.76M 05/04/22 Clearwater Analytics sees Q2 revenue $73M-$73.5M, consensus $73.77M 05/04/22 Clearwater Analytics reports Q1 adjusted EPS 5c, consensus 5c CRM Salesforce $178.50 / -8.67 (-4.63%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 BILL Bill.com $117.85 / -10.15 (-7.93%) 05/05/22 Bill.com sees FY22 EPS (35c)-(34c), consensus (46c) 05/05/22 Bill.com sees Q4 EPS (14c)-(13c), consensus (15c) 05/05/22 Bill.com reports Q3 EPS (8c), consensus (16c) AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/26/22 Broadcom sees Q3 revenue $8.4B, consensus $8.01B 05/26/22 Broadcom reports Q2 adjusted EPS $9.07, consensus $8.70 03/03/22 Broadcom sees Q2 revenue $7.9B, consensus $7.43B 03/03/22 Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08 ASAN Asana $20.02 / -1.55 (-7.19%) 06/02/22 Asana sees FY23 revenue $536M-$540M, consensus $529.86M 06/02/22 Asana sees Q2 EPS (39c)-(38c), consensus (32c) 06/02/22 Asana reports Q1 EPS (30c), consensus (36c) 03/09/22 Asana sees Q1 EPS (36c)-(35c), consensus (27c) 09 Dec 18 Nov 17 Nov 22 Sep 24 Sep 01 Jul 30 Jun ZS SWKS OKTA NVDA NET INTC DOCU CRM AVGO ZS Zscaler $153.62 / -6.86 (-4.27%) 05/21/22 Some stocks that aren't as cheap as they look, Barron's says SWKS Skyworks $100.27 / -3.27 (-3.16%) 01/01/22 Chip stocks are booming, still some bargains out there, Barron's says 12/20/21 Apple looking to develop own RF solutions, modem chips, DigiTimes reports 12/16/21 Apple hiring team to develop wireless chips in-house, Bloomberg reports 12/16/21 Apple seeks to make chips now bought from Broadcom, Skyworks, Bloomberg says OKTA Okta $90.12 / -4.93 (-5.19%) 03/29/22 Okta slow to respond to Lapsus$ Hack, leaked details show, Wired reports NVDA Nvidia $169.81 / -10.7 (-5.93%) 05/31/22 Qualcomm would look to buy stake in Arm, FT reports 04/23/22 Nvidia could be big tech's next casualty, Barron's says 03/23/22 Nvidia 'interested' in exploring Intel as foundry, Reuters reports 03/23/22 Nvidia CEO says foundry talks with Intel 'would take long time,' Bloomberg says NET Cloudflare $47.32 / -4.2799 (-8.29%) 12/23/21 Research shows TikTok was the most visited internet site in 2021, WSJ reports 12/22/21 TikTok tops Google as 'most popular web address' this year, Quartz says INTC Intel $39.18 / -0.84 (-2.10%) 05/19/22 Investors rebuked two dozen US companies over executive pay, WSJ reports 05/02/22 Intel CEO tells CNBC he sees chip shortage continuing into 2024 04/18/22 Intel may outsource PC chipsets processing to OSATs in Taiwan, DigiTimes says 04/14/22 Intel's Mobileye taps Goldman, Morgan Stanley to lead IPO, Reuters says DOCU DocuSign $65.93 / -21.465 (-24.56%) 01/01/22 Amazon looks particularly attractive after wild year for tech, Barron's says CRM Salesforce $178.50 / -8.67 (-4.63%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/24/22 Broadcom deal for VMware structured as 50/50 cash and stock split, CNBC says 05/23/22 Broadcom discussing paying $140 per share in cash, stock for VMware, WSJ says 05/23/22 Broadcom discussing paying $140 per share for VMware, WSJ says 05/22/22 Broadcom in talks to acquire VMware, Reuters reports ZS USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP ESTC EGHT DOCU CRM BILL AVGO ASAN ZS Zscaler $153.62 / -6.86 (-4.27%) 03/02/22 What You Missed On Wall Street On Wednesday USER UserTesting $5.36 / +0.345 (+6.88%) 12/11/21 Opening Day: Brazil's Nu Holdings raises $2.6B in U.S. IPO TWLO Twilio $90.73 / -7.71 (-7.83%) 06/09/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 06/02/22 What You Missed On Wall Street On Thursday 06/02/22 What You Missed On Wall Street This Morning 06/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations TEAM Atlassian $183.76 / -12.335 (-6.29%) 04/28/22 Fly Intel: After-Hours Movers 04/07/22 Fly Intel: After-Hours Movers 01/28/22 Wall Street in Fives - Must Read Lists for Friday 01/28/22 Wall Street in Fives - Must Read Lists at Midday SWKS Skyworks $100.27 / -3.27 (-3.16%) 05/04/22 What You Missed On Wall Street This Morning 05/03/22 Fly Intel: After-Hours Movers 02/04/22 Wall Street in Fives - Must Read Lists for Friday 02/04/22 Wall Street in Fives - Must Read Lists at Midday RNG RingCentral $54.28 / -3.74 (-6.45%) 05/16/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/10/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/28/22 Here's what Wall Street is saying about Zoom Video ahead of earnings 02/23/22 #SocialStocks: Truth Social to join competitive social media landscape in March OKTA Okta $90.12 / -4.93 (-5.19%) 06/03/22 Fly Intel: Pre-market Movers NVDA Nvidia $169.81 / -10.7 (-5.93%) 06/10/22 Here's What You Missed in Crypto This Week 06/03/22 Here's What You Missed in Crypto This Week 05/27/22 Here's What You Missed in Crypto This Week NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/06/22 What You Missed On Wall Street On Friday 05/06/22 What You Missed On Wall Street This Morning 05/06/22 Fly Intel: Pre-market Movers 05/05/22 Fly Intel: After-Hours Movers MRVL Marvell $53.02 / -3.46 (-6.13%) 05/27/22 What You Missed On Wall Street On Friday 05/27/22 What You Missed On Wall Street This Morning 05/27/22 Fly Intel: Pre-market Movers 05/26/22 Fly Intel: After-Hours Movers MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/02/22 Fly Intel: After-Hours Movers INTC Intel $39.18 / -0.84 (-2.10%) 06/08/22 What You Missed On Wall Street On Wednesday 05/19/22 What You Missed On Wall Street This Morning 04/29/22 What You Missed On Wall Street On Friday 04/29/22 What You Missed On Wall Street This Morning INTA Intapp $16.82 / -1.06 (-5.93%) 02/09/22 Fly Intel: After-Hours Movers HCP HashiCorp $30.19 / +0.04 (+0.13%) 06/04/22 Short Report: GameStop short position reaches 15-month high 01/03/22 Wall Street in Fives - Must Read Lists for Monday 01/03/22 Wall Street in Fives - Must Read Lists at Midday ESTC Elastic $70.48 / -5.49 (-7.23%) 06/01/22 Fly Intel: After-Hours Movers 01/12/22 Fly Intel: After-Hours Movers EGHT 8x8 $6.50 / -0.24 (-3.56%) 05/11/22 What You Missed On Wall Street On Wednesday 05/11/22 What You Missed On Wall Street This Morning 05/10/22 Fly Intel: After-Hours Movers DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/10/22 What You Missed On Wall Street On Friday 06/10/22 What You Missed On Wall Street This Morning 06/10/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 06/10/22 Fly Intel: Pre-market Movers CRM Salesforce $178.50 / -8.67 (-4.63%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers BILL Bill.com $117.85 / -10.15 (-7.93%) 06/03/22 Sell these stocks now, proven algorithm says 05/20/22 What You Missed On Wall Street On Friday 05/20/22 What You Missed On Wall Street This Morning 05/20/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations AVGO Broadcom $541.19 / -14.855 (-2.67%) 05/27/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 05/26/22 What You Missed On Wall Street On Thursday 05/26/22 What You Missed On Wall Street This Morning 05/26/22 Fly Intel: Pre-market Movers ASAN Asana $20.02 / -1.55 (-7.19%) 06/03/22 What You Missed On Wall Street On Friday 06/03/22 What You Missed On Wall Street This Morning 06/02/22 Fly Intel: After-Hours Movers 03/25/22 What You Missed On Wall Street On Friday 06/10/22 Software/Technology 06/13/22 Semiconductor & Software Bus Tour 06/13/22 Asana, Inc. 06/16/22 Monolithic Power Systems, Inc. 06/21/22 Okta, Inc. 06/22/22 Workday, Inc. 06/22/22 Twilio Inc. 06/22/22 EverCommerce Inc. 06/23/22 Marvell Technology Inc 06/28/22 HashiCorp, Inc. 07/12/22 VMware, Inc. 07/12/22 8x8 Inc. ZS WDAY USER TWLO TEAM SWKS RNG OKTA NVDA NET MRVL MPWR INTC INTA HCP FROG ESTC EGHT DOCU CRM BILL AVGO ASAN ZS Zscaler $153.62 / -6.86 (-4.27%) 05/26/22 Zscaler options imply 10.1% move in share price post-earnings 05/20/22 Zscaler put volume heavy and directionally bearish 04/07/22 Zscaler put volume heavy and directionally bearish 01/13/22 Zscaler put volume heavy and directionally bearish WDAY Workday $149.24 / -4.735 (-3.08%) 05/26/22 Workday options imply 7.4% move in share price post-earnings 05/09/22 Workday call volume above normal and directionally bullish 03/25/22 Unusual call flow in option market yesterday 03/24/22 $43M opening trade crossed in Workday tied to hedge USER UserTesting $5.36 / +0.345 (+6.88%) 05/11/22 Eighteen new option listings on May 11th TWLO Twilio $90.73 / -7.71 (-7.83%) 05/04/22 Twilio options imply 15.1% move in share price post-earnings 04/18/22 Twilio call volume above normal and directionally bullish 02/11/22 Unusually active option classes on open February 11th 02/09/22 Twilio options imply 13.3% move in share price post-earnings TEAM Atlassian $183.76 / -12.335 (-6.29%) 04/28/22 Atlassian options imply 9.6% move in share price post-earnings 04/22/22 Atlassian put volume heavy and directionally bearish 03/11/22 Atlassian put volume heavy and directionally bearish 01/27/22 Atlassian options imply 9.7% move in share price post-earnings SWKS Skyworks $100.27 / -3.27 (-3.16%) 04/14/22 Skyworks put volume heavy and directionally bearish 02/02/22 Skyworks call volume above normal and directionally bullish 12/16/21 Skyworks put volume heavy and directionally bearish RNG RingCentral $54.28 / -3.74 (-6.45%) 05/27/22 Ringcentral call volume above normal and directionally bullish 05/09/22 Ringcentral options imply 16.7% move in share price post-earnings 02/22/22 Ringcentral options imply 12.7% move in share price post-earnings OKTA Okta $90.12 / -4.93 (-5.19%) 06/02/22 Okta options imply 8.8% move in share price post-earnings 03/22/22 Unusually active option classes on open March 22nd 02/18/22 Okta put volume heavy and directionally bearish 01/21/22 Okta put volume heavy and directionally bearish NVDA Nvidia $169.81 / -10.7 (-5.93%) 05/27/22 Notable open interest changes for May 27th 05/26/22 Notable open interest changes for May 26th 05/25/22 NVIDIA options imply 9.3% move in share price post-earnings 05/23/22 Notable open interest changes for May 23rd NET Cloudflare $47.32 / -4.2799 (-8.29%) 05/16/22 Cloudflare call volume above normal and directionally bullish 05/05/22 Cloudflare options imply 11.0% move in share price post-earnings 02/24/22 Cloudflare call volume above normal and directionally bullish 02/10/22 Cloudflare options imply 12.0% move in share price post-earnings MRVL Marvell $53.02 / -3.46 (-6.13%) 05/26/22 Marvell options imply 5.9% move in share price post-earnings 04/28/22 Unusually active option classes on open April 28th 04/07/22 Marvell call buyer realizes 23% same-day gains 04/06/22 Marvell call volume above normal and directionally bullish MPWR Monolithic Power $424.23 / -20.76 (-4.67%) 05/03/22 Early notable gainers among liquid option names on May 3rd 02/11/22 Early notable gainers among liquid option names on February 11th INTC Intel $39.18 / -0.84 (-2.10%) 06/09/22 Notable open interest changes for June 9th 05/19/22 Intel put buyer realizes 35% same-day gains 05/02/22 Notable open interest changes for May 2nd 04/28/22 Intel options imply 5.4% move in share price post-earnings INTA Intapp $16.82 / -1.06 (-5.93%) 05/04/22 Fourteen new option listings on May 4th HCP HashiCorp $30.19 / +0.04 (+0.13%) 06/02/22 Hashicorp options imply 13.5% move in share price post-earnings 05/31/22 Largest borrow rate increases among liquid names 05/17/22 Largest borrow rate increases among liquid names 12/31/21 Sixteen new option listings and one option delisting on December 31st FROG JFrog $18.16 / -0.195 (-1.06%) 02/10/22 JFrog Ltd options imply 10.6% move in share price post-earnings ESTC Elastic $70.48 / -5.49 (-7.23%) 06/01/22 Elastic NV options imply 10.5% move in share price post-earnings 03/03/22 Elastic NV options imply 11.1% move in share price post-earnings 01/05/22 Elastic NV put volume heavy and directionally bearish EGHT 8x8 $6.50 / -0.24 (-3.56%) 02/02/22 8x8 options imply 8.0% move in share price post-earnings DOCU DocuSign $65.93 / -21.465 (-24.56%) 06/09/22 DocuSign options imply 12.7% move in share price post-earnings 05/25/22 DocuSign call volume above normal and directionally bullish 04/20/22 DocuSign put volume heavy and directionally bearish 04/18/22 DocuSign put volume heavy and directionally bearish CRM Salesforce $178.50 / -8.67 (-4.63%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish BILL Bill.com $117.85 / -10.15 (-7.93%) 05/12/22 Bill.com Holdings put volume heavy and directionally bearish 05/05/22 Bill.com Holdings options imply 14.0% move in share price post-earnings 02/17/22 Bill.com Holdings put volume heavy and directionally bearish 02/03/22 Bill.com Holdings options imply 14.0% move in share price post-earnings AVGO Broadcom $541.19 / -14.855 (-2.67%) 12/14/21 Broadcom put volume heavy and directionally bearish ASAN Asana $20.02 / -1.55 (-7.19%) 06/02/22 Asana options imply 17.1% move in share price post-earnings 05/13/22 Asana call volume above normal and directionally bullish 05/12/22 Asana put volume heavy and directionally bearish 03/09/22 Asana options imply 18.3% move in share price post-earnings
Hot Stocks	Cloudflare announces Hawkins elected to board of directors » 09:04 06/09/22 06/09 09:04 06/09/22 09:04 NET Cloudflare $55.09 / +0.36 (+0.66%) , CRM Salesforce $189.21 / +2.1 (+1.12%) Cloudflare (NET)… Cloudflare (NET) announced that Mark Hawkins, former President and Chief Financial Officer of Salesforce (CRM), was elected to the company's board of directors at the Cloudflare 2022 Annual Meeting of Shareholders. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options NET CRM NET Cloudflare $55.09 / +0.36 (+0.66%) 05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms 05/09/22 Cloudflare collaborates with Deno, individual core contributors of Node.Js CRM Salesforce $189.21 / +2.1 (+1.12%) 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration 06/01/22 Salesforce rises 10.3% NET CRM NET Cloudflare $55.09 / +0.36 (+0.66%) 05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist CRM Salesforce $189.21 / +2.1 (+1.12%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel NET CRM NET Cloudflare $55.09 / +0.36 (+0.66%) 05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close CRM Salesforce $189.21 / +2.1 (+1.12%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 NET CRM NET Cloudflare $55.09 / +0.36 (+0.66%) 12/23/21 Research shows TikTok was the most visited internet site in 2021, WSJ reports 12/22/21 TikTok tops Google as 'most popular web address' this year, Quartz says CRM Salesforce $189.21 / +2.1 (+1.12%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says NET CRM NET Cloudflare $55.09 / +0.36 (+0.66%) 05/06/22 What You Missed On Wall Street On Friday 05/06/22 What You Missed On Wall Street This Morning 05/06/22 Fly Intel: Pre-market Movers 05/05/22 Fly Intel: After-Hours Movers CRM Salesforce $189.21 / +2.1 (+1.12%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers 06/13/22 Semiconductor & Software Bus Tour 06/09/22 Salesforce Inc NET CRM NET Cloudflare $55.09 / +0.36 (+0.66%) 05/16/22 Cloudflare call volume above normal and directionally bullish 05/05/22 Cloudflare options imply 11.0% move in share price post-earnings 02/24/22 Cloudflare call volume above normal and directionally bullish 02/10/22 Cloudflare options imply 12.0% move in share price post-earnings CRM Salesforce $189.21 / +2.1 (+1.12%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish
Hot Stocks	LiveRamp joins Salesforce AppExchange » 08:27 06/08/22 06/08 08:27 06/08/22 08:27 RAMP LiveRamp $26.82 / +0.525 (+2.00%) , CRM Salesforce $187.12 / +4.115 (+2.25%) LiveRamp (RAMP) announced… LiveRamp (RAMP) announced it has joined the expanded Marketing Cloud Customer Data Platform ecosystem on Salesforce (CRM) AppExchange. "With the Customer Data Platform and LiveRamp's app coming soon to AppExchange, Salesforce customers will be able to enjoy enhanced reach and accuracy for all media activations. LiveRamp's RampID technology fully supports audience enrichment, targeting, measurement and optimization without sending PII to publishers, tech platforms, or data providers," the company said. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options RAMP CRM RAMP LiveRamp $26.82 / +0.525 (+2.00%) 06/03/22 LiveRamp to replace Vera Bradley in S&P 600 at open on 6/21 06/03/22 ShockWave Medical to replace LiveRamp in S&P 400 at open on 6/21 05/31/22 LiveRamp rolls out authenticated traffic solution to iQIYI 05/24/22 LiveRamp to buy back $150M of common stock by Q3-end under current program CRM Salesforce $187.12 / +4.115 (+2.25%) 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration 06/01/22 Salesforce rises 10.3% 06/01/22 Salesforce rises 13.3% RAMP CRM RAMP LiveRamp $26.82 / +0.525 (+2.00%) 05/25/22 Craig-Hallum LiveRamp price target lowered to $30 from $60 at Craig-Hallum 05/25/22 Susquehanna LiveRamp price target lowered to $50 from $90 at Susquehanna 05/25/22 Stephens LiveRamp price target lowered to $58 from $67 at Stephens 03/15/22 BMO Capital LiveRamp upgraded to Outperform from Market Perform at BMO Capital CRM Salesforce $187.12 / +4.115 (+2.25%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel RAMP CRM RAMP LiveRamp $26.82 / +0.525 (+2.00%) 05/24/22 LiveRamp sees FY23 revenue $608M-$625M, consensus $631.69M 05/24/22 LiveRamp sees Q1 revenue $139M, consensus $142.77M 05/24/22 LiveRamp reports Q4 adjusted EPS (1c), consensus 2c 02/09/22 LiveRamp raises FY22 revenue view to about $526M from $525M CRM Salesforce $187.12 / +4.115 (+2.25%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 CRM CRM Salesforce $187.12 / +4.115 (+2.25%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says RAMP CRM RAMP LiveRamp $26.82 / +0.525 (+2.00%) 03/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations CRM Salesforce $187.12 / +4.115 (+2.25%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers 06/13/22 Semiconductor & Software Bus Tour 06/09/22 Salesforce Inc RAMP CRM RAMP LiveRamp $26.82 / +0.525 (+2.00%) 02/09/22 LiveRamp Holdings options imply 11.6% move in share price post-earnings CRM Salesforce $187.12 / +4.115 (+2.25%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish
Hot Stocks	TransUnion subsidiary joins Salesforce AppExchange » 08:24 06/08/22 06/08 08:24 06/08/22 08:24 TRU TransUnion $86.33 / +1.095 (+1.28%) , CRM Salesforce $187.12 / +4.115 (+2.25%) Neustar, a TransUnion… Neustar, a TransUnion (TRU) company, announced it has joined the expanded Marketing Cloud Customer Data Platform ecosystem on Salesforce (CRM) AppExchange, "empowering brands to understand their customers, drive personalization at scale, and unlock new opportunities that accelerate business growth," the company said. With the Customer Data Platform and Neustar Unified Identity for Salesforce CDP app coming soon to AppExchange, customers will be able to help marketers cleanse and enrich their consumer data to power more highly targeted advertising and more personalized content across channels. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options TRU CRM TRU TransUnion $86.33 / +1.095 (+1.28%) 06/07/22 TransUnion to make Epsilon data available via the TruAudience Data Marketplace 06/01/22 TransUnion appoints Karen Krause as Chief Strategy and Communications Officer 04/12/22 CFPB sues TransUnion, calls ''out-of-control repeat offender' 04/12/22 TransUnion calls CFPB claims 'meritless' CRM Salesforce $187.12 / +4.115 (+2.25%) 06/07/22 Box announces updates to the Box for Salesforce integration 06/01/22 Salesforce rises 10.3% 06/01/22 Salesforce rises 13.3% 06/01/22 Salesforce rises 11.6% TRU CRM TRU TransUnion $86.33 / +1.095 (+1.28%) 06/08/22 Baird to hold a conference 04/27/22 Deutsche Bank TransUnion price target lowered to $114 from $124 at Deutsche Bank 04/27/22 Credit Suisse TransUnion price target lowered to $90 from $100 at Credit Suisse CRM Salesforce $187.12 / +4.115 (+2.25%) 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel TRU CRM TRU TransUnion $86.33 / +1.095 (+1.28%) 04/26/22 TransUnion raises FY22 revenue view to $3.85B-$3.9B from $3.752B-$3.810B 04/26/22 TransUnion sees FY22 adjusted EPS $3.84-$3.98, consensus $3.95 04/26/22 TransUnion sees Q2 adjusted EPS 96c-99c, consensus 99c 04/26/22 TransUnion reports Q1 adjusted EPS 93c, consensus 92c CRM Salesforce $187.12 / +4.115 (+2.25%) 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 CRM CRM Salesforce $187.12 / +4.115 (+2.25%) 03/05/22 Cloud stocks have become a haven in tech, Barron's says TRU CRM TRU TransUnion $86.33 / +1.095 (+1.28%) 03/18/22 What You Missed On Wall Street On Friday 03/18/22 What You Missed On Wall Street This Morning 03/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/23/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations CRM Salesforce $187.12 / +4.115 (+2.25%) 06/01/22 What You Missed On Wall Street On Wednesday 06/01/22 What You Missed On Wall Street This Morning 06/01/22 Fly Intel: Pre-market Movers 05/31/22 Fly Intel: After-Hours Movers 06/13/22 Semiconductor & Software Bus Tour 06/09/22 Salesforce Inc CRM CRM Salesforce $187.12 / +4.115 (+2.25%) 06/01/22 Early notable gainers among liquid option names on June 1st 05/31/22 Salesforce options imply 7.6% move in share price post-earnings 05/31/22 Unusually active option classes on open May 31st 02/23/22 Salesforce call volume above normal and directionally bullish

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