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03/16/23 Citi: Citi refreshes North America Focus List with five changes

02/16/23 Huber Research: Criteo downgraded to Underweight from Overweight at Huber Research

02/14/23 Truist: Criteo price target raised to $40 from $35 at Truist

02/09/23 Susquehanna: Criteo price target raised to $38 from $27 at Susquehanna

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Recommendations	Citi refreshes North America Focus List with five changes » 05:59 03/16/23 03/16 05:59 03/16/23 05:59 BRKR Bruker $72.82 / -1.88 (-2.52%) , TRGP Targa Resources $68.14 / -4.28 (-5.91%) , CRTO Criteo $29.73 / -0.355 (-1.18%) , CMA Comerica $44.84 / +1.255 (+2.88%) , KMB Kimberly-Clark $125.89 / +2.1 (+1.70%) Citi equity strategists… Citi equity strategists refreshed the firm's North America Focus List, its highest conviction ideas. The firm added five new top ideas: Buy-rated Bruker (BRKR), Targa Resources (TRGP), Criteo (CRTO) and Comerica (CMA), along with Sell-rated Kimberly-Clark (KMB). Citi is now overweight industrials, energy, real estate and healthcare, and underweight consumer staples, consumer discretionary, and financials. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options TRGP KMB CRTO CMA BRKR TRGP Targa Resources $68.14 / -4.28 (-5.91%) 01/03/23 Targa to acquire Blackstone's 25% interest in Grand Prix for $1.05B 10/12/22 Lantheus to replace Targa Resources in S&P 400 at open on 10/12 10/12/22 Targa Resources to replace Nielsen in S&P 500 at open on 10/12 KMB Kimberly-Clark $125.89 / +2.1 (+1.70%) 10/25/22 Kimberly-Clark cuts FY22 CapEx view to $900M-$1B from $1B-$1.1B 09/26/22 Hostess Brands hires Adrian Poretti as Chief Supply Chain Officer 09/22/22 Kimberly-Clark and Fetch Rewards enter long-term partnership CRTO Criteo $29.73 / -0.355 (-1.18%) 03/07/23 Criteo acquires Brandcrush to accelerate offline retail media solutions 02/08/23 Criteo sees FY23 Adjusted EBITDA margin 28% of contribution ex-TAC 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes CMA Comerica $44.84 / +1.255 (+2.88%) 03/14/23 SPDR Regional Banking ETF KRE jumps 9% at the open 03/14/23 Comerica trading resumes 03/14/23 Comerica trading halted, volatility trading pause 03/13/23 Comerica trading resumes BRKR Bruker $72.82 / -1.88 (-2.52%) 01/05/23 Bruker acquires ACQUIFER Imaging GmbH, terms not stated 01/04/23 Bruker, Biognosys form partnership for advanced proteomics CRO services 01/04/23 Bruker announces ownership investment in Biognosys, terms undisclosed 12/16/22 Bruker Energy & Supercon Technologies announces multiyear orders BRKR TRGP CRTO CMA KMB BRKR Bruker $72.82 / -1.88 (-2.52%) 02/10/23 Citi Bruker price target raised to $90 from $80 at Citi 10/21/22 UBS Bruker initiated with a Buy at UBS 08/22/22 Citi Bruker upgraded to Buy from Neutral at Citi TRGP Targa Resources $68.14 / -4.28 (-5.91%) 03/02/23 Scotiabank Targa Resources initiated with an Outperform at Scotiabank 03/01/23 Wells Fargo Targa Resources price target raised to $94 from $89 at Wells Fargo 02/02/23 Mizuho Targa Resources price target raised to $94 from $92 at Mizuho 12/08/22 Citi Targa Resources initiated with a Buy at Citi CRTO Criteo $29.73 / -0.355 (-1.18%) 02/16/23 Huber Research Criteo downgraded to Underweight from Overweight at Huber Research 02/14/23 Truist Criteo price target raised to $40 from $35 at Truist 02/09/23 Susquehanna Criteo price target raised to $38 from $27 at Susquehanna 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share CMA Comerica $44.84 / +1.255 (+2.88%) 03/15/23 UBS Comerica initiated with a Buy at UBS 03/13/23 Odeon Capital Comerica downgraded to Hold from Buy at Odeon Capital 03/10/23 Piper Sandler Comerica price target lowered to $70 from $82 at Piper Sandler 03/10/23 Morgan Stanley SVB Financial pressures 'highly idiosyncratic,' says Morgan Stanley KMB Kimberly-Clark $125.89 / +2.1 (+1.70%) 02/16/23 Citi Citi launches beverage, personal space with six buys, two sells 02/16/23 Citi Kimberly-Clark initiated with a Sell at Citi 01/27/23 Barclays Kimberly-Clark price target lowered to $126 from $146 at Barclays 01/26/23 Deutsche Bank Kimberly-Clark price target lowered to $122 from $124 at Deutsche Bank TRGP KMB CRTO CMA BRKR TRGP Targa Resources $68.14 / -4.28 (-5.91%) 02/22/23 Targa Resources sees FY23 adjusted EBITDA $3.5B-$3.7B 02/22/23 Targa Resources reports Q4 revenue $4.55B, consensus $6.01B 11/03/22 Targa Resources reports Q3 revenue $5.36B, consensus $6.87B KMB Kimberly-Clark $125.89 / +2.1 (+1.70%) 01/25/23 Kimberly-Clark sees FY23 EPS up 2%-6% versus FY22 adjusted EPS 01/25/23 Kimberly-Clark approves 1.7% increase in dividend to $1.18 per share 01/25/23 Kimberly-Clark reports Q4 adjusted EPS $1.54, consensus $1.51 01/24/23 Notable companies reporting before tomorrow's open CRTO Criteo $29.73 / -0.355 (-1.18%) 02/08/23 Criteo sees Q1 Adjusted EBITDA $30M-$32M 02/08/23 Criteo reports Q4 adjusted EPS 84c, consensus 97c 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CMA Comerica $44.84 / +1.255 (+2.88%) 01/19/23 Comerica reports Q4 EPS $2.58, consensus $2.55 10/19/22 Comerica reports Q3 EPS $2.60, consensus $2.57 BRKR Bruker $72.82 / -1.88 (-2.52%) 02/09/23 Bruker sees FY12 EPS $2.52-$2.57, consensus $2.57 02/09/23 Bruker reports Q4 EPS 74c, consensus 72c 01/09/23 Bruker sees 2023 organic revenue growth mid-to-high single digit 01/09/23 Bruker sees Q4 revenue up low single digits year-over-year CRTO CRTO Criteo $29.73 / -0.355 (-1.18%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports TRGP KMB CRTO CMA BRKR TRGP Targa Resources $68.14 / -4.28 (-5.91%) 01/03/23 What You Missed On Wall Street On Tuesday 01/03/23 What You Missed On Wall Street This Morning KMB Kimberly-Clark $125.89 / +2.1 (+1.70%) 02/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 What You Missed On Wall Street On Wednesday 01/25/23 What You Missed On Wall Street This Morning 01/25/23 Fly Intel: Pre-market Movers CRTO Criteo $29.73 / -0.355 (-1.18%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited CMA Comerica $44.84 / +1.255 (+2.88%) 01/19/23 What You Missed On Wall Street On Thursday 01/19/23 What You Missed On Wall Street This Morning 12/21/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 10/19/22 Fly Intel: Pre-market Movers BRKR Bruker $72.82 / -1.88 (-2.52%) 01/09/23 What You Missed On Wall Street This Morning 04/20/23 Comerica - CMA 04/20/23 Kimberly-Clark Corporation 04/25/23 Comerica Inc. TRGP KMB CMA TRGP Targa Resources $68.14 / -4.28 (-5.91%) 02/22/23 Early notable gainers among liquid option names on February 22nd KMB Kimberly-Clark $125.89 / +2.1 (+1.70%) 12/14/22 Unusually active option classes on open December 14th CMA Comerica $44.84 / +1.255 (+2.88%) 01/19/23 Early notable gainers among liquid option names on January 19th
Hot Stocks	Criteo acquires Brandcrush to accelerate offline retail media solutions » 07:03 03/07/23 03/07 07:03 03/07/23 07:03 CRTO Criteo $31.97 / -0.595 (-1.83%) Criteo acquired… Criteo acquired Brandcrush, an Australia-based company whose platform enables the buying and selling of omnichannel retail media, including offline media channels. With this acquisition, Criteo aims to provide a holistic omnichannel monetization solution globally for retailers to manage their entire media inventory across both ecommerce and physical retail while enabling brands and agencies to discover and purchase omnichannel media from retailers. The Brandcrush platform provides 360 degrees media asset management and activation, ranging from in-store activations such as digital screens, point-of-sale displays, and sampling to out-of-store activations like inbox sampling and inserts, and online activations such as digital circulars, email, and social. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events CRTO Criteo $31.97 / -0.595 (-1.83%) 02/08/23 Criteo sees FY23 Adjusted EBITDA margin 28% of contribution ex-TAC 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause CRTO Criteo $31.97 / -0.595 (-1.83%) 02/16/23 Huber Research Criteo downgraded to Underweight from Overweight at Huber Research 02/14/23 Truist Criteo price target raised to $40 from $35 at Truist 02/09/23 Susquehanna Criteo price target raised to $38 from $27 at Susquehanna 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share CRTO Criteo $31.97 / -0.595 (-1.83%) 02/08/23 Criteo sees Q1 Adjusted EBITDA $30M-$32M 02/08/23 Criteo reports Q4 adjusted EPS 84c, consensus 97c 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CRTO Criteo $31.97 / -0.595 (-1.83%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports CRTO Criteo $31.97 / -0.595 (-1.83%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited 03/06/23 Technology, Media & Telecom Conference

Over a month ago
Downgrade	Criteo downgraded to Underweight from Overweight at Huber Research » 07:01 02/16/23 02/16 07:01 02/16/23 07:01 CRTO Criteo $35.67 / +0.82 (+2.35%) Huber Research analyst… Huber Research analyst Douglas Arthur double downgraded Criteo to Underweight from Overweight with a $32 price target. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly CRTO Criteo $35.67 / +0.82 (+2.35%) 02/08/23 Criteo sees FY23 Adjusted EBITDA margin 28% of contribution ex-TAC 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause CRTO Criteo $35.67 / +0.82 (+2.35%) 02/14/23 Truist Criteo price target raised to $40 from $35 at Truist 02/09/23 Susquehanna Criteo price target raised to $38 from $27 at Susquehanna 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share 02/07/23 Truist Truist math puts potential Criteo buyout above $60 per share CRTO Criteo $35.67 / +0.82 (+2.35%) 02/08/23 Criteo sees Q1 Adjusted EBITDA $30M-$32M 02/08/23 Criteo reports Q4 adjusted EPS 84c, consensus 97c 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CRTO Criteo $35.67 / +0.82 (+2.35%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports CRTO Criteo $35.67 / +0.82 (+2.35%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited
Recommendations	Criteo price target raised to $40 from $35 at Truist » 08:44 02/14/23 02/14 08:44 02/14/23 08:44 CRTO Criteo $34.16 / -0.47 (-1.36%) Truist analyst Matthew… Truist analyst Matthew Thornton raised the firm's price target on Criteo to $40 from $35 and keeps a Buy rating on the shares after its Q4 results. The analyst is updating the firm's model to reflect last week's Reuters report that the company is exploring a possible sale. Truist remains positive on Criteo based on its M&A optionality and its ongoing buybacks into a "nascent product cycle". ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly CRTO Criteo $34.16 / -0.47 (-1.36%) 02/08/23 Criteo sees FY23 Adjusted EBITDA margin 28% of contribution ex-TAC 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause CRTO Criteo $34.16 / -0.47 (-1.36%) 02/09/23 Susquehanna Criteo price target raised to $38 from $27 at Susquehanna 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share 02/07/23 Truist Truist math puts potential Criteo buyout above $60 per share 12/13/22 Citi Criteo initiated with a Buy at Citi CRTO Criteo $34.16 / -0.47 (-1.36%) 02/08/23 Criteo sees Q1 Adjusted EBITDA $30M-$32M 02/08/23 Criteo reports Q4 adjusted EPS 84c, consensus 97c 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CRTO Criteo $34.16 / -0.47 (-1.36%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports CRTO Criteo $34.16 / -0.47 (-1.36%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited
Recommendations	Criteo price target raised to $38 from $27 at Susquehanna » 06:57 02/09/23 02/09 06:57 02/09/23 06:57 CRTO Criteo $34.75 / +1.17 (+3.48%) Susquehanna analyst Shyam… Susquehanna analyst Shyam Patil raised the firm's price target on Criteo to $38 from $27 and keeps a Neutral rating on the shares. The analyst said Criteo continues to execute to plan despite the macro pressures. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly CRTO Criteo $34.75 / +1.17 (+3.48%) 02/08/23 Criteo sees FY23 Adjusted EBITDA margin 28% of contribution ex-TAC 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause CRTO Criteo $34.75 / +1.17 (+3.48%) 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share 02/07/23 Truist Truist math puts potential Criteo buyout above $60 per share 12/13/22 Citi Criteo initiated with a Buy at Citi 10/10/22 Morgan Stanley Criteo price target raised to $35 from $32 at Morgan Stanley CRTO Criteo $34.75 / +1.17 (+3.48%) 02/08/23 Criteo sees Q1 Adjusted EBITDA $30M-$32M 02/08/23 Criteo reports Q4 adjusted EPS 84c, consensus 97c 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CRTO Criteo $34.75 / +1.17 (+3.48%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports CRTO Criteo $34.75 / +1.17 (+3.48%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited
Earnings	Criteo sees Q1 Adjusted EBITDA $30M-$32M » 07:07 02/08/23 02/08 07:07 02/08/23 07:07 CRTO Criteo $33.55 / +2.445 (+7.86%) Sees Q1 contribution… Sees Q1 contribution ex-TAC 210M-$216M, or year-over-year growth at constant currency of +5% to +7%, including the contribution from our Iponweb acquisition. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events CRTO Criteo $33.55 / +2.445 (+7.86%) 02/08/23 Criteo sees FY23 Adjusted EBITDA margin 28% of contribution ex-TAC 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share 02/07/23 Truist Truist math puts potential Criteo buyout above $60 per share 12/13/22 Citi Criteo initiated with a Buy at Citi 10/10/22 Morgan Stanley Criteo price target raised to $35 from $32 at Morgan Stanley CRTO Criteo $33.55 / +2.445 (+7.86%) 02/08/23 Criteo reports Q4 adjusted EPS 84c, consensus 97c 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited 02/08/23 Criteo - CRTO
Hot Stocks	Criteo sees FY23 Adjusted EBITDA margin 28% of contribution ex-TAC » 07:06 02/08/23 02/08 07:06 02/08/23 07:06 CRTO Criteo $33.55 / +2.445 (+7.86%) Sees FY23 high… Sees FY23 high single-digit to low double-digit growth in Contribution ex-TAC at constant currency, including the contribution from our Iponweb acquisition. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause 01/05/23 Criteo and Magnite enter preferred relationship for CTV retailer audiences CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share 02/07/23 Truist Truist math puts potential Criteo buyout above $60 per share 12/13/22 Citi Criteo initiated with a Buy at Citi 10/10/22 Morgan Stanley Criteo price target raised to $35 from $32 at Morgan Stanley CRTO Criteo $33.55 / +2.445 (+7.86%) 02/08/23 Criteo reports Q4 adjusted EPS 84c, consensus 97c 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited 02/08/23 Criteo - CRTO
Earnings	Criteo reports Q4 adjusted EPS 84c, consensus 97c » 07:05 02/08/23 02/08 07:05 02/08/23 07:05 CRTO Criteo $33.55 / +2.445 (+7.86%) Reports Q4 revenue $564M,… Reports Q4 revenue $564M, consensus $277.28M. Gross profit was $247M and Contribution ex-TAC was $283M. "In 2022, we made great strides in the transformation of Criteo and the acceleration of our strategy. As a clear leader in Commerce and Retail Media, we are uniquely positioned to capitalize on the largest market opportunity in digital advertising," said Megan Clarken, CEO of Criteo. "In 2023, we are focused on the execution of our plan that delivers growth for our clients and drives shareholder value." ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause 01/05/23 Criteo and Magnite enter preferred relationship for CTV retailer audiences CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share 02/07/23 Truist Truist math puts potential Criteo buyout above $60 per share 12/13/22 Citi Criteo initiated with a Buy at Citi 10/10/22 Morgan Stanley Criteo price target raised to $35 from $32 at Morgan Stanley CRTO Criteo $33.55 / +2.445 (+7.86%) 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited 02/08/23 Criteo - CRTO
On The Fly	What You Missed On Wall Street On Tuesday » 16:25 02/07/23 02/07 16:25 02/07/23 16:25 PINS Pinterest $26.46 / -1.465 (-5.25%) , ATVI Activision Blizzard $75.61 / +3.975 (+5.55%) , DD DuPont $77.77 / +5.4 (+7.46%) , MSFT Microsoft $267.58 / +10.605 (+4.13%) , ZM Zoom Video $84.68 / +7.61 (+9.87%) , LMT Lockheed Martin $468.30 / -1.04 (-0.22%) , TSN Tyson Foods $61.38 / +0.31 (+0.51%) , SG Sweetgreen $10.88 / -0.14 (-1.27%) , ZI ZoomInfo $30.24 / +1.495 (+5.20%) , BIGC BigCommerce $11.50 / -0.42 (-3.52%) , BIDU Baidu $160.21 / +17.37 (+12.16%) , CRTO Criteo $33.55 / +2.445 (+7.86%) , SBNY Signature Bank $138.76 / +3.69 (+2.73%) , APO Apollo Global $73.38 / +1.225 (+1.70%) , CS Credit Suisse $3.60 / +0.075 (+2.13%) , CVS CVS Health $86.02 / +0.77 (+0.90%) , OSH Oak Street Health $33.67 / +7.64 (+29.35%) , LAC Lithium Americas $25.89 / +2.42 (+10.31%) , HTZ Hertz $19.00 / +1.31 (+7.41%) , BP BP $37.73 / +2.91 (+8.36%) , BBBY Bed Bath & Beyond $3.01 / -2.84 (-48.55%) , BLNK Blink Charging $11.94 / -1.91 (-13.79%) , RCL Royal Caribbean $74.05 / +4.96 (+7.18%) , CHGG Chegg $17.43 / -3.605 (-17.14%) , TTWO Take-Two $113.86 / +8.52 (+8.09%) , SCSC Scansource $31.13 / -3.43 (-9.92%) Get caught up quickly on… Open Full Text ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZM ZI TTWO TSN SG SCSC SBNY RCL PINS OSH MSFT LMT LAC HTZ DD CVS CS CRTO CHGG BP BLNK BIGC BIDU BBBY ATVI APO ZM Zoom Video $84.68 / +7.61 (+9.87%) 02/07/23 Zoom Video shares jump 6% to $82.01 after 15% workforce reduction 02/07/23 Zoom Video CEO, executive leadership cutting salaries amid layoffs 02/07/23 Zoom Video cuts 15% of staff, admits to making mistakes 02/07/23 Zoom Video announces 15% workforce reduction ZI ZoomInfo $30.24 / +1.495 (+5.20%) 02/01/23 ZoomInfo appoints Ali Dasdan as CTO, Dave Justice as chief revenue officer 11/16/22 ZoomInfo sees 4% sequential growth in Q4, possible 4%-5% per quarter in 2023 11/16/22 ZoomInfo Technologies trading resumes 11/16/22 ZoomInfo Technologies trading halted, volatility trading pause TTWO Take-Two $113.86 / +8.52 (+8.09%) 01/17/23 'Call of Duty: Modern Warfare 2' top game seller in U.S. in December, says NPD 01/02/23 Fly Intel: Top five weekend stock stories TSN Tyson Foods $61.38 / +0.31 (+0.51%) 02/06/23 Tyson Foods: Retail chicken softer than expected in November, December 02/06/23 Tyson Foods CEO: 'First time I've seen all markets work against us at same time' 02/06/23 Tyson Foods sees Q2 'seasonally softer' than Q1 02/06/23 Tyson Foods falls 6% to $60.35 after Q1 results miss estimates SG Sweetgreen $10.88 / -0.14 (-1.27%) 12/06/22 Sweetgreen COO Chris Carr to depart, Stephanie Traut to oversee operations 11/30/22 Rubicon Technologies signs extended waste diversion agreement with Sweetgreen 11/14/22 Sweetgreen opens first order ahead drive-up format, 'sweetlane' 09/13/22 Sweetgreen to open first locations in Indiana, Minnesota SCSC Scansource $31.13 / -3.43 (-9.92%) 11/29/22 Delta Apparel appoints Justin Grow as Chief Administrative Officer SBNY Signature Bank $138.76 / +3.69 (+2.73%) 01/23/23 Signature Bank says intentionally managing digital asset deposits to lower level 01/23/23 Signature Bank says it does not lend in the crypto space 01/23/23 Signature Bank calls Wall Street Journal article 'inaccurate' 11/15/22 Signature Bank says relationship with FTX less than 0.10% of overall deposits RCL Royal Caribbean $74.05 / +4.96 (+7.18%) 02/07/23 Royal Caribbean jumps 5% to $72.54 after reporting Q4 results, FY23 guidance 02/07/23 Royal Caribbean sees FY23 CapEx $4.1B 02/07/23 Royal Caribbean 'very encouraged about the demand environment for 2023' 01/12/23 Royal Caribbean amends, extends revolving credit facilities PINS Pinterest $26.46 / -1.465 (-5.25%) 02/06/23 Pinterest falls 10% to $25.18 after Q4 results, announcement of CFO departure 02/06/23 Pinterest sees Q1 revenue up low single digits 02/06/23 Pinterest board announces new $500M buyback 02/06/23 Pinterest CFO Todd Morgenfeld to step down OSH Oak Street Health $33.67 / +7.64 (+29.35%) 02/07/23 Oak Street Health rises 30.0% 02/07/23 Oak Street Health notes policy not to comment on unusual market activity 02/07/23 Oak Street Health rises 31.3% 02/07/23 Oak Street Health rises 31.3% MSFT Microsoft $267.58 / +10.605 (+4.13%) 02/07/23 Microsoft unveils new AI-powered Bing search engine and Edge browser 02/07/23 KnowBe4 joins MISA, integrates with Microsoft security products 02/07/23 Enthusiast Gaming renews partnership with Xbox LMT Lockheed Martin $468.30 / -1.04 (-0.22%) 01/31/23 Lockheed Martin awarded $133.62M Navy contract modification 01/26/23 Lockheed Martin awarded $656.77M Army contract modification 01/26/23 Lockheed Martin Ventures invests in Machina Labs 01/25/23 SAP selected by Lockheed Martin for 1LMX program solution LAC Lithium Americas $25.89 / +2.42 (+10.31%) 02/07/23 Lithium Americas rises 12.1% 02/07/23 Lithium Americas rises 12.7% 02/07/23 Lithium Americas gets favorable ruling on record of decision for Thacker Pass 01/31/23 Lithium Americas rises 12.8% HTZ Hertz $19.00 / +1.31 (+7.41%) 02/07/23 Hertz says Teslas made up 11% of vehicle fleet at end of 2022 02/07/23 Hertz reports Q4 operating cash flow $277M 01/25/23 Hertz and AAA sign new agreement 01/19/23 Hertz announces new public-private partnership initiative, Hertz Electrifies DD DuPont $77.77 / +5.4 (+7.46%) 02/07/23 DuPont increases quarterly dividend 9% to 36c per share 11/14/22 Third Point buys TJX, exits Cenovus Energy in Q3 11/10/22 California AG sues DuPont, 3M over 'toxic forever chemicals' 11/08/22 DuPont approves new $5B share buyback program, plans accelerated share buyback CVS CVS Health $86.02 / +0.77 (+0.90%) 01/26/23 Medavail to sell certain SpotRx pharmacy assets to CVS Health 01/23/23 CVS Health names Bricker CPO, Joyner rejoins as pharmacy services president 01/17/23 Oak Street Health down 7% in afternoon trading 01/12/23 CVS Health names Sam Khichi Chief Policy Officer and General Counsel CS Credit Suisse $3.60 / +0.075 (+2.13%) 01/24/23 Barclays appoints new co-heads of Investment Banking 12/16/22 FDIC identifies deficiencies in Credit Suisse, BNP Paribus 2021 plan submissions 12/02/22 Credit Suisse rallies after Chairman says outflows 'basically stopped' 11/23/22 Credit Suisse sees likely loss for Wealth Management in Q4 CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause 01/05/23 Criteo and Magnite enter preferred relationship for CTV retailer audiences CHGG Chegg $17.43 / -3.605 (-17.14%) 02/07/23 Chegg falls -17.9% 02/07/23 Chegg falls -20.4% 02/07/23 Chegg falls -20.3% 02/06/23 Chegg falls 21% to $16.63 after FY23 revenue guidance misses estimates BP BP $37.73 / +2.91 (+8.36%) 02/07/23 BP aims for $51B-$56B group EBITDA in 2023 02/07/23 BP sees FY23 CapEx $16B-$18B 01/17/23 Tritium says BP has placed largest order in company history 01/04/23 BP increases investment in onshore U.S. oil and gas to $2.4B in 2023 BLNK Blink Charging $11.94 / -1.91 (-13.79%) 02/01/23 Blink Charging retains ShareIntel to investigate illegal shorting activity 01/26/23 Blink Charging enters national supplier agreement with Vizient 01/24/23 Blink Charging, EdgeEnergy collaborate on ultra-fast EV charging 01/18/23 Blink Charging announces exclusive EV charging pact with Mitsubishi Motors NA BIGC BigCommerce $11.50 / -0.42 (-3.52%) 01/19/23 BigCommerce announces Aadms to join company as SVP, general manager for EMEA 01/17/23 BigCommerce announces launch of MKM's new online storefront 01/10/23 SourceKnowledge integrates with BigCommerce 12/15/22 BigCommerce announces restructuring plan, to reduce workforce by 13% BIDU Baidu $160.21 / +17.37 (+12.16%) 12/27/22 China stocks rising with borders set to reopen on January 8 12/23/22 PCAOB chair 'applauds' Congressional action to shorten HFCAA timeline 11/29/22 Baidu announces plan to build largest autonomous ride-hailing service area 08/25/22 Baidu announces first integrated superconducting quantum computer BBBY Bed Bath & Beyond $3.01 / -2.84 (-48.55%) 02/07/23 Bed Bath & Beyond: Default under credit agreement waived 02/07/23 Bed Bath & Beyond has initiated incremental store closures 02/07/23 Bed Bath & Beyond completes public equity offering 02/07/23 Bed Bath & Beyond completes public equity offering, provides strategic update ATVI Activision Blizzard $75.61 / +3.975 (+5.55%) 02/03/23 Activision Blizzard to pay $35M in settlement with SEC over whistleblower rule 01/24/23 Microsoft sees Q3 productivity revenue $16.9B-$17.2B 01/19/23 Sony announces additional games coming to PlayStation VR2 01/17/23 U.S. video game consumer spending rose 2% y/y in December, says NPD APO Apollo Global $73.38 / +1.225 (+1.70%) 01/25/23 Millicom confirms talks with Apollo, Claure Group about potential transaction 12/27/22 Apollo Global names Tatsuo Tanaka as Japan Chair 12/15/22 Apollo funds provide $200M to WEC Energy renewable porfolio 11/29/22 Atlas Air Worldwide shareholders approve of proposed acquisition by Apollo PINS ATVI DD MSFT ZM LMT TSN SG ZI BIGC BIDU CRTO SBNY APO CS CVS OSH LAC HTZ BP BBBY BLNK RCL CHGG TTWO SCSC PINS Pinterest $26.46 / -1.465 (-5.25%) 02/07/23 Evercore ISI Pinterest removed from 'Tactical Underperform' list at Evercore ISI 02/07/23 Morgan Stanley Pinterest price target raised to $22 from $19 at Morgan Stanley 02/07/23 KeyBanc Pinterest price target raised to $32 from $28 at KeyBanc 02/07/23 Piper Sandler Pinterest price target raised to $32 from $30 at Piper Sandler ATVI Activision Blizzard $75.61 / +3.975 (+5.55%) 01/27/23 Wedbush Activision Blizzard assumed with an Outperform at Wedbush 12/22/22 Needham Netflix 2023 estimates cut at Needham 12/06/22 Edward Jones Activision Blizzard upgraded to Buy from Hold at Edward Jones 12/01/22 Wedbush Activision Blizzard added to Best Ideas List at Wedbush DD DuPont $77.77 / +5.4 (+7.46%) 02/08/23 Mizuho DuPont price target raised to $85 from $83 at Mizuho 02/08/23 Barclays DuPont price target raised to $80 from $71 at Barclays 01/17/23 Deutsche Bank DuPont downgraded to Hold from Buy at Deutsche Bank 01/12/23 KeyBanc DuPont downgraded to Sector Weight from Overweight at KeyBanc MSFT Microsoft $267.58 / +10.605 (+4.13%) 02/08/23 Mizuho Microsoft price target raised to $300 from $280 at Mizuho 02/08/23 Bernstein Microsoft AI platform to deliver margin improvement as it scales, says Bernstein 02/08/23 Oppenheimer Microsoft price target raised to $280 from $265 at Oppenheimer 02/08/23 Piper Sandler Microsoft price target raised to $290 from $247 at Piper Sandler ZM Zoom Video $84.68 / +7.61 (+9.87%) 02/08/23 Citi Citi keeps Sell on Zoom Video despite 'incremental positive' 02/07/23 Morgan Stanley Morgan Stanley not surprised by layoff as Zoom lagged peers in making such move 01/30/23 Barclays Zoom Video raising prices for Zoom One Pro, says Barclays 01/23/23 MKM Partners MKM Partners cuts Zoom Video to Neutral, sees limited upside in Meetings growth LMT Lockheed Martin $468.30 / -1.04 (-0.22%) 02/06/23 Credit Suisse Lockheed Martin double upgraded to Outperform at Credit Suisse 02/06/23 Credit Suisse Lockheed Martin upgraded to Outperform from Underperform at Credit Suisse 01/30/23 DZ Bank Lockheed Martin upgraded to Buy from Hold at DZ Bank 01/25/23 Credit Suisse Lockheed Martin price target raised to $408 from $384 at Credit Suisse TSN Tyson Foods $61.38 / +0.31 (+0.51%) 02/07/23 BofA Tyson Foods price target lowered to $56 from $62 at BofA 02/07/23 Credit Suisse Tyson Foods price target lowered to $58 from $75 at Credit Suisse 02/06/23 Goldman Sachs Tyson Foods downgraded to Neutral from Buy at Goldman Sachs 02/01/23 Piper Sandler Tyson Foods price target lowered to $65 from $68 at Piper Sandler SG Sweetgreen $10.88 / -0.14 (-1.27%) 02/07/23 TD Cowen Cowen downgrades Sweetgreen on sales, profitability risks 02/07/23 TD Cowen Sweetgreen downgraded to Market Perform from Outperform at Cowen 01/18/23 JPMorgan Sweetgreen price target lowered to $13 from $18 at JPMorgan 01/17/23 Morgan Stanley Sweetgreen downgraded to Equal Weight from Overweight at Morgan Stanley ZI ZoomInfo $30.24 / +1.495 (+5.20%) 02/07/23 Morgan Stanley ZoomInfo price target lowered to $35 from $38 at Morgan Stanley 02/07/23 Wells Fargo ZoomInfo price target lowered to $40 from $50 at Wells Fargo 02/07/23 Canaccord ZoomInfo price target lowered to $35 from $43 at Canaccord 02/07/23 Mizuho ZoomInfo price target lowered to $36 from $45 at Mizuho BIGC BigCommerce $11.50 / -0.42 (-3.52%) 02/07/23 Piper Sandler BigCommerce downgraded to Neutral from Overweight at Piper Sandler 01/20/23 KeyBanc BigCommerce downgraded to Sector Weight from Overweight at KeyBanc 01/10/23 Barclays BigCommerce price target lowered to $10 from $16 at Barclays 01/04/23 BofA BigCommerce downgraded to Neutral at BofA amid growth headwinds BIDU Baidu $160.21 / +17.37 (+12.16%) 01/31/23 Citi Baidu price target raised to $176 from $166 at Citi 01/20/23 UBS Baidu price target lowered to $182 from $185 at UBS 01/17/23 Jefferies Baidu price target lowered to $210 from $217 at Jefferies 12/14/22 Susquehanna Baidu price target lowered to $150 from $195 at Susquehanna CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Stifel Stifel says average public ad tech multiple values Criteo near $45 per share 02/07/23 Truist Truist math puts potential Criteo buyout above $60 per share 12/13/22 Citi Criteo initiated with a Buy at Citi 10/10/22 Morgan Stanley Criteo price target raised to $35 from $32 at Morgan Stanley SBNY Signature Bank $138.76 / +3.69 (+2.73%) 01/18/23 Maxim Signature Bank price target lowered to $200 from $250 at Maxim 01/18/23 Stephens Signature Bank downgraded to Equal Weight from Overweight at Stephens 01/09/23 Autonomous Signature Bank initiated with an Underperform at Autonomous 01/09/23 Jefferies Signature Bank downgraded to Hold from Buy at Jefferies APO Apollo Global $73.38 / +1.225 (+1.70%) 01/31/23 BMO Capital Franklin Resources price target raised to $23 from $22 at BMO Capital 01/12/23 Barclays Apollo Global price target raised to $85 from $78 at Barclays 01/02/23 Keefe Bruyette Apollo Global downgraded to Market Perform from Outperform at Keefe Bruyette 12/19/22 Barclays Apollo Global price target raised to $78 from $73 at Barclays CS Credit Suisse $3.60 / +0.075 (+2.13%) 01/27/23 Morgan Stanley Credit Suisse resumed with an Equal Weight at Morgan Stanley 01/13/23 Barclays Credit Suisse price target lowered to CHF 2.90 from CHF 4 at Barclays 01/13/23 Deutsche Bank Credit Suisse reinstated with a Hold at Deutsche Bank 12/20/22 Exane BNP Paribas Credit Suisse resumed with an Underperform at Exane BNP Paribas CVS CVS Health $86.02 / +0.77 (+0.90%) 02/07/23 Stifel Oak Street Health price target raised to $39 from $35 at Stifel 02/07/23 Piper Sandler Oak Street 'particularly attractive' in current environment, says Piper Sandler 01/31/23 JPMorgan Medicare Advantage final rule more favorable than feared, says JPMorgan 01/27/23 Lake Street Medavail price target lowered to $1 from $4 at Lake Street OSH Oak Street Health $33.67 / +7.64 (+29.35%) 01/12/23 Piper Sandler Oak Street could be worth over $49 per share in buyout, says Piper Sandler 01/12/23 Raymond James Raymond James upgrades Oak Street on potential takeout by CVS LAC Lithium Americas $25.89 / +2.42 (+10.31%) 01/16/23 National Bank Lithium Americas price target lowered to $38.50 from $42.50 at National Bank 01/10/23 Deutsche Bank Lithium Americas price target lowered to $30 from $34 at Deutsche Bank 12/22/22 B. Riley Lithium Americas outlook not materially changed by Arena deal, says B. Riley 12/15/22 Piper Sandler Lithium Americas price target lowered to $36 from $38 at Piper Sandler HTZ Hertz $19.00 / +1.31 (+7.41%) 02/08/23 Deutsche Bank Hertz price target lowered to $27 from $29 at Deutsche Bank 12/06/22 Susquehanna Hertz initiated with a Neutral at Susquehanna 10/25/22 Oppenheimer Hertz price target lowered to $25 from $31 at Oppenheimer 10/12/22 Deutsche Bank Hertz price target lowered to $29 from $38 at Deutsche Bank BP BP $37.73 / +2.91 (+8.36%) 02/08/23 Bernstein BP price target raised to $53 from $48 at Bernstein 02/07/23 TD Securities BP upgraded to Buy from Hold at TD Securities 01/23/23 Morgan Stanley BP price target raised to 636 GBp from 603 GBp at Morgan Stanley 01/19/23 JPMorgan BP price target lowered to 540 GBp from 560 GBp at JPMorgan BBBY Bed Bath & Beyond $3.01 / -2.84 (-48.55%) 02/08/23 Piper Sandler Target price target raised to $220 from $200 at Piper Sandler 02/07/23 Odeon Capital Bed Bath & Beyond downgraded to Sell from Hold at Odeon Capital 02/07/23 Wedbush Wedbush cuts Bed Bath & Beyond target to 0c amid last effort to avoid bankruptcy 01/11/23 Wedbush Bed Bath & Beyond price target lowered to $1 from $5 at Wedbush BLNK Blink Charging $11.94 / -1.91 (-13.79%) 11/07/22 B. Riley Blink Charging price target lowered to $14 from $15 at B. Riley 08/16/22 Stifel Blink Charging price target raised to $23 from $19 at Stifel 06/22/22 Stifel Blink Charging price target lowered to $19 from $30 at Stifel 06/17/22 B. Riley B. Riley sees challenges for Blink Charging, starts with Neutral RCL Royal Caribbean $74.05 / +4.96 (+7.18%) 02/08/23 BofA Royal Caribbean upgraded to Neutral from Underperform at BofA 02/08/23 Barclays Royal Caribbean price target raised to $88 from $74 at Barclays 02/08/23 Deutsche Bank Royal Caribbean price target raised to $65 from $62 at Deutsche Bank 01/31/23 Citi Royal Caribbean offers most value in cruise sector, says Citi CHGG Chegg $17.43 / -3.605 (-17.14%) 02/07/23 BMO Capital Chegg price target lowered to $20 from $30 at BMO Capital 02/07/23 Barrington Chegg price target lowered to $22 from $30 at Barrington 02/07/23 Northland Chegg price target lowered to $24 from $35 at Northland 02/07/23 Piper Sandler Chegg price target lowered to $17 from $24 at Piper Sandler TTWO Take-Two $113.86 / +8.52 (+8.09%) 02/07/23 Roth MKM Take-Two price target lowered to $130 from $140 at Roth MKM 02/07/23 Jefferies Potential new gaming paradigm favors Take-Two in long run, says Jefferies 02/07/23 Benchmark Take-Two price target lowered to $120 from $125 at Benchmark 02/07/23 Wedbush Take-Two price target lowered to $130 from $140 at Wedbush SCSC Scansource $31.13 / -3.43 (-9.92%) ZM ZI TTWO TSN SG SCSC SBNY RCL PINS OSH MSFT LMT LAC HTZ DD CVS CS CRTO CHGG BP BLNK BIGC BIDU BBBY ATVI APO ZM Zoom Video $84.68 / +7.61 (+9.87%) 11/21/22 Zoom Video raises FY23 EPS view to $3.91-$3.94 from $3.66-$3.69 11/21/22 Zoom Video sees Q4 EPS 75c-78c, consensus 80c 11/21/22 Zoom Video reports Q3 EPS $1.07, consensus 84c 11/21/22 Notable companies reporting after market close ZI ZoomInfo $30.24 / +1.495 (+5.20%) 02/06/23 ZoomInfo sees FY23 adjusted EPS $0.98-$1.00, consensus 95c 02/06/23 ZoomInfo sees Q1 adjusted EPS 21c-22c, consensus 22c 02/06/23 ZoomInfo reports Q4 adjusted EPS 26c, consensus 22c TTWO Take-Two $113.86 / +8.52 (+8.09%) 02/06/23 Take-Two sees Q4 GAAP EPS ($1.27)-($1.17), consensus $1.06 02/06/23 Take-Two cuts FY23 net bookings view to $5.2B-$5.25B from $5.4B-$5.5B 02/06/23 Take-Two reports Q3 GAAP EPS (91c), consensus 87c TSN Tyson Foods $61.38 / +0.31 (+0.51%) 02/06/23 Tyson Foods backs FY23 revenue view $55B-$57B, consensus $55.13B 02/06/23 Tyson Foods reports Q1 adjusted EPS 85c, consensus $1.36 11/14/22 Tyson Foods sees FY23 revenue $55B-$57B, consensus $53.6B 11/14/22 Tyson Foods reports Q4 adjusted EPS $1.63, consensus $1.73 SG Sweetgreen $10.88 / -0.14 (-1.27%) 11/08/22 Sweetgreen sees FY22 revenue 'at lower end of slightly below' prior outlook 11/08/22 Sweetgreen reports Q3 EPS (43c), consensus (36c) 08/09/22 Sweetgreen cut 2022 sales outlook on Memorial Day softness 08/09/22 Sweetgreen sees FY22 revenue $480M-$500M, consensus $530.1M SCSC Scansource $31.13 / -3.43 (-9.92%) 02/07/23 Scansource reports Q2 EPS $1.06, consensus $1.04 11/08/22 Scansource sees FY23 adjusted EBITDA at least $174M 11/08/22 Scansource reports Q1 EPS $1.07, consensus $1.05 08/23/22 Scansource sees FY23 revenue up 'at least' 5.5% SBNY Signature Bank $138.76 / +3.69 (+2.73%) 01/17/23 Signature Bank reports Q4 EPS $4.65, consensus $4.89 10/18/22 Signature Bank reports Q3 EPS $5.57, consensus $5.41 10/17/22 Notable companies reporting before tomorrow's open RCL Royal Caribbean $74.05 / +4.96 (+7.18%) 02/07/23 Royal Caribbean sees FY23 adjusted EPS $3.00-$3.60, consensus $3.25 02/07/23 Royal Caribbean sees Q1 adjusted EPS (85c)-(65c), consensus (80c) 02/07/23 Royal Caribbean reports Q4 adjusted EPS ($1.12), consensus ($1.34) 11/03/22 Royal Caribbean sees Q4 adjusted EPS ($1.50)-($1.30), consensus (67c) PINS Pinterest $26.46 / -1.465 (-5.25%) 02/06/23 Pinterest reports Q4 EPS 29c, consensus 27c 02/06/23 Notable companies reporting after market close 10/27/22 Pinterest sees Q4 revenue up mid single digits, consensus $884.57M 10/27/22 Pinterest reports Q3 adjusted EPS 11c, consensus 6c OSH Oak Street Health $33.67 / +7.64 (+29.35%) 01/09/23 Oak Street Health sees FY23 revenue $3.0B-$3.15B, consensus $3.05B 01/09/23 Oak Street Health raises FY22 revenue view to at or above $2.155B 11/07/22 Oak Street Health reports Q3 EPS (56c), consensus (61c) MSFT Microsoft $267.58 / +10.605 (+4.13%) 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 01/24/23 Notable companies reporting after market close 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 LMT Lockheed Martin $468.30 / -1.04 (-0.22%) 01/24/23 Lockheed Martin reports Q4 adjusted EPS $7.79, consensus $7.39 01/24/23 Lockheed Martin sees FY23 EPS about $26.60-$26.90, consensus $26.93 01/24/23 Lockheed Martin reports Q4 EPS $7.40, consensus $7.39 01/23/23 Notable companies reporting before tomorrow's open LAC Lithium Americas $25.89 / +2.42 (+10.31%) 10/27/22 Lithium Americas reports Q3 EPS (30c), consensus (16c) HTZ Hertz $19.00 / +1.31 (+7.41%) 02/07/23 Hertz reports Q4 EPS 50c, consensus 46c 10/27/22 Hertz reports Q3 adjusted EPS $1.08, consensus $1.06 10/19/22 Hertz and Palantir announce partnership DD DuPont $77.77 / +5.4 (+7.46%) 02/07/23 DuPont sees FY23 adjusted EPS $3.50-$4.00, consensus $3.84 02/07/23 DuPont sees Q1 adjusted EPS 80c, consensus 89c 02/07/23 DuPont reports Q4 adjusted EPS 89c, consensus 78c 11/08/22 DuPont reports Q3 adjusted EPS 82c, consensus 79c CVS CVS Health $86.02 / +0.77 (+0.90%) 02/07/23 Notable companies reporting before tomorrow's open 01/10/23 CVS Health reaffirms FY23 adjusted EPS view $8.70-$8.90, consensus $8.86 01/10/23 CVS Health reaffirms FY22 adjusted EPS view $8.55-$8.65, consensus $8.63 11/02/22 CVS Health sees FY23 adjusted EPS $8.70-$8.90, consensus $9.06 CS Credit Suisse $3.60 / +0.075 (+2.13%) 10/27/22 Credit Suisse reports Q3 net revenue CHF 3.8B vs. CHF 5.43B last year CRTO Criteo $33.55 / +2.445 (+7.86%) 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c CHGG Chegg $17.43 / -3.605 (-17.14%) 02/06/23 Chegg sees Q1 revenue $184M-$186M, consensus $199.85M 02/06/23 Chegg sees FY23 revenue $745M-$760M, consensus $817.49M 02/06/23 Chegg reports Q4 adjusted EPS 40c, consensus 38c BP BP $37.73 / +2.91 (+8.36%) 02/07/23 BP reports Q4 EPS $1.59, consensus $1.67 11/01/22 BP reports Q3 EPS $2.59, consensus $1.94 BLNK Blink Charging $11.94 / -1.91 (-13.79%) 02/06/23 Blink Charging sees Q4 revenue $21M-$23M, consensus $18.7M 11/08/22 Blink Charging reports Q3 adjusted EPS (47c), consensus (51c) 11/08/22 Blink Charging reports Q3 EPS (51c), consensus (51c) 08/08/22 Blink Charging reports Q2 EPS (41c), consensus (37c) BIGC BigCommerce $11.50 / -0.42 (-3.52%) 11/03/22 BigCommerce sees FY22 revenue $279.1M-$280.9M, consensus $279.95M 11/03/22 BigCommerce sees Q4 revenue $72.4M-$74.2M, consensus $76.2M 11/03/22 BigCommerce reports Q3 EPS (15c), consensus (21c) BIDU Baidu $160.21 / +17.37 (+12.16%) 11/22/22 Baidu reports Q3 EPS $2.37, consensus $2.15 08/30/22 Baidu reports Q2 EPS $2.36, consensus $1.63 08/29/22 Notable companies reporting before tomorrow's open BBBY Bed Bath & Beyond $3.01 / -2.84 (-48.55%) 01/10/23 Bed Bath & Beyond reports Q3 adjusted EPS ($3.65), consensus ($2.11) 01/05/23 Bed Bath & Beyond sees Q3 net sales of about $1.26B, consensus $1.4B 09/29/22 Bed Bath & Beyond reports Q2 adjusted EPS ($3.22), consensus ($1.85) 09/28/22 Notable companies reporting before tomorrow's open ATVI Activision Blizzard $75.61 / +3.975 (+5.55%) 02/06/23 Activision Blizzard reports Q4 adjusted EPS $1.09, consensus $1.51 11/07/22 Activision Blizzard reports Q3 adjusted EPS 68c, consensus 50c 11/07/22 Notable companies reporting after market close APO Apollo Global $73.38 / +1.225 (+1.70%) 11/02/22 Apollo Global reports Q3 EPS ($1.52) vs. $1.01 last year 11/01/22 Notable companies reporting before tomorrow's open 07 Feb 17 Aug ZM TTWO TSN SBNY RCL PINS OSH MSFT LMT HTZ CVS CS CRTO BP BIDU BBBY ATVI APO ZM Zoom Video $84.68 / +7.61 (+9.87%) 11/25/22 Zoom Video could be 'standout acquisition target,' The Information says 11/09/22 Zoom announces official integration into Tesla vehicles, Electrek reports 10/22/22 Hologic still not losing steam as other COVID companies have, Barron's says 09/14/22 Zoom Video to debut own email and calendar services, The Information says TTWO Take-Two $113.86 / +8.52 (+8.09%) 01/18/23 Video game sales fell 13% y/y in Europe in December, GI.biz says 01/11/23 Amazon Game Studios loses another key executive amid cutbacks, Bloomberg says 12/31/22 Take-Two, Micron had a terrible 2022, could be time to buy, Barron's says 12/05/22 Microsoft to increase Xbox first-party game prices to $70 in 2023, Verge says TSN Tyson Foods $61.38 / +0.31 (+0.51%) 01/31/23 Beef prices to spike with U.S. cattle herd falling, Bloomberg says 01/24/23 Tyson Foods CFO pleads guilty to charges from November arrest, WSJ reports 12/21/22 Hundreds of Tyson Foods staff expected to leave company, WSJ reports 11/09/22 Tyson Foods CFO arrested, raises questions on his ability to serve, WSJ reports SBNY Signature Bank $138.76 / +3.69 (+2.73%) 02/07/23 Signature Bank accused of overlooking FTX fraud, Bloomberg reports 02/07/23 Aurelius Value says short Signature Bank 12/06/22 Signature Bank plans to offload up to $10B in crypto-linked deposits, FT says RCL Royal Caribbean $74.05 / +4.96 (+7.18%) 08/17/22 Royal Caribbean seeks approval to sail again in Hong Kong, SCMP reports 08/13/22 Royal Caribbean among companies at risk of liquidity squeeze, Barron's says PINS Pinterest $26.46 / -1.465 (-5.25%) 01/25/23 Hawley to introduce bill to implement nationwide ban on TikTok, Fox reports 12/05/22 Pinterest to slow down hiring for remainder of year, Information reports 11/30/22 Pinterest ending creator rewards program, The Information reports 09/22/22 Activist Elliott would like to see Pinterest put up for sale, Barron's says OSH Oak Street Health $33.67 / +7.64 (+29.35%) 01/09/23 CVS exploring $10B-plus takeover of Oak Street, Bloomberg says 01/09/23 CVS Health exploring acquisition of Oak Street Health, Bloomberg reports MSFT Microsoft $267.58 / +10.605 (+4.13%) 02/07/23 Microsoft announces Bing search engine powered by OpenAI, Bloomberg says 02/06/23 Microsoft surprise event expected to focus on Bing ChatGPT, The Verge says 02/06/23 Ubisoft+ on Xbox may be imminent, Windows Central reports LMT Lockheed Martin $468.30 / -1.04 (-0.22%) 01/13/23 Biden administration seeks congressional OK for F-16 sale to Turkey, WSJ says 01/09/23 Canada finalizes deal to buy 88 of Lockheed's F-35 fighter, Reuters reports 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 01/04/23 Lagging arms production raises concerns over industry consolidation, WSJ report HTZ Hertz $19.00 / +1.31 (+7.41%) 12/20/22 Hertz probed by NHTSA over whether it rented recalled vehicles, WSJ reports 09/28/22 Tesla making big fleet deliveries at end of quarter, Electrek reports CVS CVS Health $86.02 / +0.77 (+0.90%) 02/06/23 CVS Health near deal to acquire Oak Street Health for $10.5B, WSJ says 02/06/23 CVS Health near deal to acquire Oak Street Health for $10.5B, WSJ says 01/27/23 Cigna sues CVS Health, Amy Bricker for violating noncompete, Bloomberg Law says 01/19/23 Rite Aid plans to provide abortion pill in some stores, Bloomberg reports CS Credit Suisse $3.60 / +0.075 (+2.13%) 02/03/23 Credit Suisse faces probe after leak of $100B accounts, Bloomberg reports 01/23/23 QIA becomes Credit Suisse's second-biggest shareholder, FT reports 01/09/23 Credit Suisse nears deal to buy Michael Klein's advisory firm, Bloomberg reports CRTO Criteo $33.55 / +2.445 (+7.86%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports BP BP $37.73 / +2.91 (+8.36%) 01/18/23 U.S. Energy Secretary warns GOP of oil bill risks, Reuters says 01/10/23 ExxonMobil led group develops1.3B barrel off shore Guyana field, AP reports 12/05/22 BP bets big on hydrogen as fuel of the future, Reuters reports 12/04/22 OPEC+ keeps oil curbs despite Russia price cap, WSJ reports BIDU Baidu $160.21 / +17.37 (+12.16%) 02/06/23 Baidu confirms plan to launch ChatGPT-like bot in March, Bloomberg says 01/30/23 Baidu developing AI-powered chatbot similar to ChatGPT, WSJ reports 12/22/22 China seen cutting quarantine for inbound overseas travelers, Global Times says 11/30/22 Baidu to deliver ANP 3.0 in summer 2023, DigiTimes reports BBBY Bed Bath & Beyond $3.01 / -2.84 (-48.55%) 02/07/23 Hudson Bay anchor investor of Bed Bath share sale, Bloomberg reports 02/02/23 Bed Bath & Beyond misses interest payments, weighs Chapter 11, WSJ reports 01/31/23 Bed Bath & Beyond prepares to seek bankruptcy protection, Reuters reports 01/29/23 Bed Bath & Beyond to close 87 more stores, Harmon chain, WSJ reports ATVI Activision Blizzard $75.61 / +3.975 (+5.55%) 02/06/23 Microsoft expects CMA to oppose Activision deal, NY Times reports 01/30/23 EA's 'Dead Space' top-selling physical game in U.K., GI.biz says 01/27/23 Xbox boss Spencer tells IGN 2022 'too light on games' for Xbox 01/26/23 Sony's Ryan met with EU's Vestager over Activision deal, Reuters says APO Apollo Global $73.38 / +1.225 (+1.70%) 02/07/23 Apollo in talks to take stake in Credit Suisse investment bank unit, WSJ report 01/25/23 Apollo Global, Claure considering team-up to buy Millicom, FT reports 01/11/23 Univar draws interest from Apollo, Platinum Equity, Bloomberg says 12/16/22 Avaya nearing Chapter 11 bankruptcy filing, WSJ reports ZM TTWO SG SCSC SBNY RCL PINS OSH MSFT LMT LAC HTZ DD CVS CS CRTO BP BIDU ATVI APO ZM Zoom Video $84.68 / +7.61 (+9.87%) 01/25/23 #SocialStocks: Musk refutes veracity of WSJ story that he seeks $3B in funding 01/23/23 What You Missed On Wall Street On Monday 01/23/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations TTWO Take-Two $113.86 / +8.52 (+8.09%) 01/31/23 What You Missed This Week in Video Games SG Sweetgreen $10.88 / -0.14 (-1.27%) 11/08/22 Fly Intel: After-Hours Movers 08/10/22 What You Missed On Wall Street On Wednesday SCSC Scansource $31.13 / -3.43 (-9.92%) 08/23/22 Fly Intel: After-Hours Movers SBNY Signature Bank $138.76 / +3.69 (+2.73%) 01/20/23 Here's What You Missed in Crypto This Week 12/23/22 Here's What You Missed in Crypto This Week RCL Royal Caribbean $74.05 / +4.96 (+7.18%) 01/10/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/10/22 Buy/Sell: Wall Street's top 10 stock calls this week PINS Pinterest $26.46 / -1.465 (-5.25%) 02/07/23 What You Missed On Wall Street On Tuesday 02/07/23 What You Missed On Wall Street This Morning 02/07/23 Fly Intel: Pre-market Movers 02/06/23 Fly Intel: After-Hours Movers OSH Oak Street Health $33.67 / +7.64 (+29.35%) 01/10/23 What You Missed On Wall Street On Tuesday MSFT Microsoft $267.58 / +10.605 (+4.13%) 02/06/23 What You Missed On Wall Street On Monday 02/06/23 What You Missed On Wall Street This Morning LMT Lockheed Martin $468.30 / -1.04 (-0.22%) 02/07/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations LAC Lithium Americas $25.89 / +2.42 (+10.31%) 01/31/23 What You Missed On Wall Street On Tuesday 01/31/23 What You Missed On Wall Street This Morning HTZ Hertz $19.00 / +1.31 (+7.41%) 12/20/22 What You Missed On Wall Street This Morning 12/06/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations DD DuPont $77.77 / +5.4 (+7.46%) 11/08/22 What You Missed On Wall Street On Tuesday CVS CVS Health $86.02 / +0.77 (+0.90%) 01/27/23 What You Missed On Wall Street This Morning CS Credit Suisse $3.60 / +0.075 (+2.13%) 02/03/23 What You Missed On Wall Street This Morning 01/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/09/23 What You Missed On Wall Street On Monday CRTO Criteo $33.55 / +2.445 (+7.86%) 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited BP BP $37.73 / +2.91 (+8.36%) 12/05/22 What You Missed On Wall Street On Monday 12/05/22 What You Missed On Wall Street This Morning BIDU Baidu $160.21 / +17.37 (+12.16%) 01/11/23 #SocialStocks: Meta implements new restrictions for advertising to teens ATVI Activision Blizzard $75.61 / +3.975 (+5.55%) 02/07/23 What You Missed This Week in Video Games APO Apollo Global $73.38 / +1.225 (+1.70%) 02/03/23 Sell these stocks now, proven algorithm says 01/25/23 What You Missed On Wall Street On Wednesday 02/15/23 44th Annual Aerospace/Defense & Industrials Conference 02/24/23 Annual Meeting of AAAAI 2023 03/03/23 South Florida Cruise Tour 2023 03/06/23 Technology Conference 03/12/23 35th Annual Roth Conference 03/27/23 Piper Sandler Hosted Company Meetings at 2023 Enterprise Connect 02/07/23 BP - BP 02/07/23 DuPont - DD 02/07/23 Hertz - HTZ 02/07/23 Royal Caribbean - RCL 02/07/23 Scansource - SCSC 02/08/23 CVS Health - CVS 02/08/23 Criteo - CRTO 02/09/23 Credit Suisse - CS 02/09/23 Apollo Global - APO 02/22/23 Baidu - BIDU 02/23/23 BigCommerce - BIGC 02/23/23 Sweetgreen - SG 02/27/23 Zoom Video - ZM 02/07/23 Microsoft 02/09/23 Tyson Foods Inc 02/09/23 Activision Blizzard 02/28/23 ZoomInfo 03/28/23 Lockheed Martin ZM ZI TTWO TSN SG SBNY RCL PINS OSH MSFT LMT LAC HTZ DD CVS CS CHGG BP BLNK BIDU BBBY ATVI APO ZM Zoom Video $84.68 / +7.61 (+9.87%) 02/07/23 Zoom Video Communications call volume above normal and directionally bullish 01/30/23 Zoom Video Communications call volume above normal and directionally bullish 01/27/23 Zoom Video Communications call volume above normal and directionally bullish 01/26/23 Zoom Video Communications call volume above normal and directionally bullish ZI ZoomInfo $30.24 / +1.495 (+5.20%) 02/06/23 ZoomInfo Technologies options imply 12.3% move in share price post-earnings 11/16/22 ZoomInfo Technologies put volume heavy and directionally bearish 11/04/22 ZoomInfo Technologies put volume heavy and directionally bearish TTWO Take-Two $113.86 / +8.52 (+8.09%) 02/06/23 TakeTwo Interactive Software options imply 8.0% move in share price post-earnings 01/09/23 TakeTwo Interactive Software call volume above normal and directionally bullish 11/07/22 TakeTwo Interactive Software options imply 7.8% move in share price post-earnings 10/06/22 Early notable gainers among liquid option names on October 6th TSN Tyson Foods $61.38 / +0.31 (+0.51%) 02/06/23 Unusually active option classes on open February 6th 02/06/23 Tyson Foods put buyer realizes 29% same-day gains 02/03/23 Tyson Foods put volume heavy and directionally bearish 01/03/23 Tyson Foods call volume above normal and directionally bullish SG Sweetgreen $10.88 / -0.14 (-1.27%) 11/08/22 Sweetgreen options imply 12.5% move in share price post-earnings 09/08/22 Largest borrow rate increases among liquid names 08/18/22 Largest borrow rate increases among liquid names SBNY Signature Bank $138.76 / +3.69 (+2.73%) 01/18/23 Signature Bank put volume heavy and directionally bearish 01/18/23 Early notable gainers among liquid option names on January 18th 01/17/23 Early notable gainers among liquid option names on January 17th 01/12/23 Largest borrow rate increases among liquid names RCL Royal Caribbean $74.05 / +4.96 (+7.18%) 01/19/23 Royal Caribbean put volume heavy and directionally bearish 12/21/22 Early notable gainers among liquid option names on December 21st PINS Pinterest $26.46 / -1.465 (-5.25%) 02/06/23 Pinterest options imply 12.0% move in share price post-earnings 01/30/23 Pinterest call volume above normal and directionally bullish 12/22/22 Pinterest call volume above normal and directionally bullish 12/05/22 Pinterest put volume heavy and directionally bearish OSH Oak Street Health $33.67 / +7.64 (+29.35%) 02/06/23 Oak Street Health put volume heavy and directionally bearish 01/24/23 Oak Street Health call volume above normal and directionally bullish 01/10/23 Unusually active option classes on open January 10th 11/07/22 Oak Street Health options imply 13.2% move in share price post-earnings MSFT Microsoft $267.58 / +10.605 (+4.13%) 01/30/23 Largest borrow rate increases among liquid names 01/27/23 Largest borrow rate increases among liquid names 01/25/23 Notable open interest changes for January 25th 01/24/23 Microsoft options imply 4.4% move in share price post-earnings LMT Lockheed Martin $468.30 / -1.04 (-0.22%) 01/24/23 Unusually active option classes on open January 24th 11/17/22 Early notable gainers among liquid option names on November 17th 10/18/22 Unusually active option classes on open October 18th LAC Lithium Americas $25.89 / +2.42 (+10.31%) 02/07/23 Unusually active option classes on open February 7th 02/01/23 Lithium Americas call volume above normal and directionally bullish 01/31/23 Lithium Americas call volume above normal and directionally bullish HTZ Hertz $19.00 / +1.31 (+7.41%) 10/10/22 Hertz Global Holdings call volume above normal and directionally bullish 08/08/22 Hertz Global Holdings call volume above normal and directionally bullish DD DuPont $77.77 / +5.4 (+7.46%) 02/07/23 Early notable gainers among liquid option names on February 7th 01/19/23 DuPont de Nemours put volume heavy and directionally bearish 11/08/22 Early notable gainers among liquid option names on November 8th 11/08/22 Unusually active option classes on open November 8th CVS CVS Health $86.02 / +0.77 (+0.90%) 11/28/22 CVS Health put volume heavy and directionally bearish 11/02/22 Unusually active option classes on open November 2nd 10/19/22 Unusually active option classes on open October 19th 09/13/22 CVS Health call volume above normal and directionally bullish CS Credit Suisse $3.60 / +0.075 (+2.13%) 01/26/23 Unusually active option classes on open January 26th 12/15/22 Largest borrow rate increases among liquid names 12/12/22 Notable open interest changes for December 12th 12/02/22 Unusually active option classes on open December 2nd CHGG Chegg $17.43 / -3.605 (-17.14%) 02/06/23 Chegg options imply 14.5% move in share price post-earnings BP BP $37.73 / +2.91 (+8.36%) 01/20/23 Unusually active option classes on open January 20th 01/09/23 $600k upside call Seller in BP 12/16/22 Unusually active option classes on open December 16th 11/28/22 BP put volume heavy and directionally bearish BLNK Blink Charging $11.94 / -1.91 (-13.79%) 01/31/23 Largest borrow rate increases among liquid names 01/18/23 Largest borrow rate increases among liquid names 01/10/23 Blink Charging put volume heavy and directionally bearish 12/30/22 Blink Charging call volume above normal and directionally bullish BIDU Baidu $160.21 / +17.37 (+12.16%) 02/01/23 Unusually active option classes on open February 1st 01/19/23 Baidu call volume above normal and directionally bullish 12/09/22 Unusually active option classes on open December 9th 11/30/22 Baidu call volume above normal and directionally bullish BBBY Bed Bath & Beyond $3.01 / -2.84 (-48.55%) 02/07/23 Notable open interest changes for February 7th 02/07/23 Bed Bath & Beyond call buyer realizes 918% same-day gains 02/01/23 Notable open interest changes for February 1st 01/27/23 Notable open interest changes for January 27th ATVI Activision Blizzard $75.61 / +3.975 (+5.55%) 02/06/23 Activision Blizzard options imply 6.7% move in share price post-earnings 02/03/23 Downside put Buyer in Activision Blizzard 01/18/23 Unusually active option classes on open January 18th 01/13/23 Activision Blizzard put volume heavy and directionally bearish APO Apollo Global $73.38 / +1.225 (+1.70%) 01/09/23 Apollo Global put volume heavy and directionally bearish 12/28/22 Apollo Global put volume heavy and directionally bearish 12/22/22 Apollo Global put volume heavy and directionally bearish 12/07/22 Apollo Global put volume heavy and directionally bearish
Recommendations	Stifel says average public ad tech multiple values Criteo near $45 per share » 14:30 02/07/23 02/07 14:30 02/07/23 14:30 CRTO Criteo $33.70 / +2.595 (+8.34%) , TTD Trade Desk $52.21 / -0.11 (-0.21%) , DV DoubleVerify $27.88 / -0.005 (-0.02%) , PUBGY Publicis $19.50 / -0.61 (-3.03%) , MSFT Microsoft $265.19 / +8.22 (+3.20%) After Reuters reported… After Reuters reported that Criteo (CRTO) has hired an advisor to field takeover interest, Stifel analyst Mark Kelley said that "M&A speculation has surrounded the company fairly consistently." With the retargeting business "on relatively stable ground" and the retail media business "doing quite well," the firm thinks there is likely to be some interest in Criteo, pointing to Publicis (PUBGY) having acquired CitrusAd in 2021 and Microsoft (MSFT) acquiring PromoteIQ in 2019 to support this view given that both are direct competitors to Criteo's RM business. Average market multiples for public ad tech companies, excluding Trade Desk (TTD) and DoubleVerify (DV), which trade at significant premiums, are roughly 9 times next-twelve-months EBITDA, which would equate to about $45 per Criteo share, a 33% premium to the current price or about a 40% premium to where the stock was trading before the news hit, according to the firm. Stifel has a Buy rating and $46 price target on Criteo shares, which are up $2.60, or 8%, to $33.72 in afternoon trading. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options TTD PUBGY MSFT DV CRTO TTD Trade Desk $52.21 / -0.11 (-0.21%) 11/09/22 Trade Desk jumps 8% to $47.01 after Q3 results beat estimates 10/04/22 Trade Desk sees long-term adjusted EBITDA at 40% 08/09/22 Trade Desk jumps 16% to $63.50 after Q3 revenue guidance beats estimates PUBGY Publicis $19.50 / -0.61 (-3.03%) 10/18/22 Chicken Soup teams with Publicis' APX Content Ventures on new reality series MSFT Microsoft $265.19 / +8.22 (+3.20%) 02/07/23 Microsoft unveils new AI-powered Bing search engine and Edge browser 02/07/23 KnowBe4 joins MISA, integrates with Microsoft security products 02/07/23 Enthusiast Gaming renews partnership with Xbox 02/03/23 Activision Blizzard to pay $35M in settlement with SEC over whistleblower rule DV DoubleVerify $27.88 / -0.005 (-0.02%) 01/31/23 DoubleVerify to replace Meridian Bioscience in S&P 600 at open on 1/31 01/26/23 DoubleVerify rises 10.0% 01/26/23 DoubleVerify rises 8.9% CRTO Criteo $33.70 / +2.595 (+8.34%) 02/07/23 Criteo up 13% after Reuters says company exploring possible sale 02/07/23 Criteo trading resumes 02/07/23 Criteo trading halted, volatility trading pause 01/05/23 Criteo and Magnite enter preferred relationship for CTV retailer audiences CRTO TTD DV PUBGY MSFT CRTO Criteo $33.70 / +2.595 (+8.34%) 02/07/23 Truist Truist math puts potential Criteo buyout above $60 per share 12/13/22 Citi Criteo initiated with a Buy at Citi 10/10/22 Morgan Stanley Criteo price target raised to $35 from $32 at Morgan Stanley 08/02/22 Benchmark Criteo price target lowered to $40 from $45 at Benchmark TTD Trade Desk $52.21 / -0.11 (-0.21%) 01/30/23 KeyBanc Trade Desk price target lowered to $55 from $56 at KeyBanc 01/30/23 KeyBanc Alphabet price target lowered to $117 from $118 at KeyBanc 01/26/23 Oppenheimer Alphabet price target lowered to $130 from $135 at Oppenheimer 01/24/23 Vertical Group Trade Desk downgraded to Neutral from Positive at Vertical Group DV DoubleVerify $27.88 / -0.005 (-0.02%) 01/10/23 Barclays DoubleVerify upgraded to Overweight from Equal Weight at Barclays 12/15/22 Jefferies Integral Ad Science transferred with a Buy at Jefferies 10/18/22 Barclays DoubleVerify price target lowered to $26 from $27 at Barclays 10/10/22 RBC Capital RBC says DoubleVerify-Netflix report supports bullish view PUBGY Publicis $19.50 / -0.61 (-3.03%) 02/06/23 Morgan Stanley Omnicom price target raised to $85 from $75 at Morgan Stanley 02/06/23 Morgan Stanley Interpublic Group price target raised to $40 from $35 at Morgan Stanley 02/03/23 JPMorgan Publicis price target raised to EUR 85 from EUR 82 at JPMorgan 02/03/23 Barclays Publicis upgraded to Overweight from Equal Weight at Barclays MSFT Microsoft $265.19 / +8.22 (+3.20%) 02/07/23 Wedbush Microsoft set to unveil ChatGPT partnership as AI arms race begins, says Wedbush 01/27/23 BMO Capital SAP price target raised to $125 from $110 at BMO Capital 01/27/23 Wedbush Activision Blizzard assumed with an Outperform at Wedbush 01/26/23 Credit Suisse Microsoft price target lowered to $285 from $365 at Credit Suisse TTD MSFT DV CRTO TTD Trade Desk $52.21 / -0.11 (-0.21%) 11/09/22 Trade Desk sees Q4 revenue 'at least' $490M, consensus $509.12M 11/09/22 Trade Desk reports Q3 adjusted EPS 26c, consensus 22c 11/08/22 Notable companies reporting before tomorrow's open MSFT Microsoft $265.19 / +8.22 (+3.20%) 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 01/24/23 Notable companies reporting after market close 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 DV DoubleVerify $27.88 / -0.005 (-0.02%) 11/08/22 DoubleVerify sees FY22 revenue $450M-$454M, consensus $448.93M 11/08/22 DoubleVerify sees Q4 revenue $131M-$135M, consensus $133.08M 11/08/22 DoubleVerify reports Q3 EPS 6c, consensus 5c CRTO Criteo $33.70 / +2.595 (+8.34%) 10/28/22 Criteo reports Q3 adjusted EPS 53c, consensus 48c 11 Nov TTD MSFT DV CRTO TTD Trade Desk $52.21 / -0.11 (-0.21%) 11/01/22 Some advertising firms worry about 'chaotic' Twitter under Musk, NY Post says MSFT Microsoft $265.19 / +8.22 (+3.20%) 02/07/23 Microsoft announces Bing search engine powered by OpenAI, Bloomberg says 02/06/23 Microsoft surprise event expected to focus on Bing ChatGPT, The Verge says 02/06/23 Ubisoft+ on Xbox may be imminent, Windows Central reports 02/06/23 Microsoft expects CMA to oppose Activision deal, NY Times reports DV DoubleVerify $27.88 / -0.005 (-0.02%) 10/10/22 Integral Ad Science, DoubleVerify to analyze ad views for Netflix, Ad Age says CRTO Criteo $33.70 / +2.595 (+8.34%) 02/07/23 Criteo working with Evercore to explore possible sale, Reuters reports 02/07/23 Criteo exploring sale, working with Evercore to find buyer, Reuters says 02/07/23 Criteo making new attempt to sell itself, Reuters reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports TTD MSFT DV CRTO TTD Trade Desk $52.21 / -0.11 (-0.21%) 02/02/23 What Wall Street is saying about Alphabet ahead of earnings 01/24/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/04/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/20/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations MSFT Microsoft $265.19 / +8.22 (+3.20%) 02/07/23 What You Missed This Week in Video Games 02/06/23 What You Missed On Wall Street On Monday 02/06/23 What You Missed On Wall Street This Morning DV DoubleVerify $27.88 / -0.005 (-0.02%) 01/26/23 What You Missed On Wall Street On Thursday 01/26/23 What You Missed On Wall Street This Morning 11/10/22 Fly Intel: After-Hours Movers 11/08/22 Fly Intel: After-Hours Movers CRTO Criteo $33.70 / +2.595 (+8.34%) 02/07/23 What You Missed On Wall Street This Morning 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited 03/06/23 Technology Conference 02/08/23 Criteo - CRTO 02/15/23 Trade Desk - TTD 03/01/23 DoubleVerify - DV 02/07/23 Microsoft TTD MSFT TTD Trade Desk $52.21 / -0.11 (-0.21%) 01/30/23 Trade Desk call volume above normal and directionally bullish 01/03/23 Trade Desk call volume above normal and directionally bullish 12/22/22 Trade Desk call volume above normal and directionally bullish 12/06/22 Trade Desk put volume heavy and directionally bearish MSFT Microsoft $265.19 / +8.22 (+3.20%) 01/30/23 Largest borrow rate increases among liquid names 01/27/23 Largest borrow rate increases among liquid names 01/25/23 Notable open interest changes for January 25th 01/24/23 Microsoft options imply 4.4% move in share price post-earnings

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