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Jeffrey Smith's… Jeffrey Smith's Starboard Value disclosed in an SEC filing its holdings as of December 31, 2020. Starboard's one new buy during the fourth quarter was ON Semiconductor (ON). The fund exited one position during the quarter, namely SPDR S&P 500 ETF Trust (SPY). Starboard increased its stake in eight holdings, including by size of previous position ACI Worldwide (ACIW), Corteva (CTVA), NortonLifeLock (NLOK), Commvault (CVLT), and Aecom (ACM). The fund decreased its stake in six holdings, including by size of previous position Advance Auto (AAP), iShares Russell 2000 Value ETF (IWN), ComScore (SCOR), Cerner (CERN), and Green Dot (GDOT). Starboard's top holdings as of December 31, in order of size, were Corteva, NortonLifeLock, Aecom, ACI Worldwide, and ON Semiconductor. ShowHide Related Items >><< SPY SPDR S&P 500 ETF Trust - 02/01/21
- Robinhood raises $3.4B to continue investing in customer growth
- 01/26/21
- Biden announces plans for U.S. to buy 200M extra COVID-19 doses
- 01/25/21
- Minnesota DOH reports first U.S. case of COVID-19 variant first found in Brazil
- 01/11/21
- Gundlach recommends owning emerging markets with deflation hedges
- 02/16/21
- Comscore signs new agreement with SHINEZ.io for digital audience measurement
- 02/12/21
- Comscore to provide JOY-CPW with local TV measurement
- 02/11/21
- Comscore reports top broadcast and cable TV programs for last January week
- 02/10/21
- Comscore announces renewal agreement with KDOC-TV in Los Angeles
- 01/28/21
- ON Semiconductor announces Thad Trent as CFO
- 01/15/21
- ON Semiconductor COO William Schromm to step down
- 12/07/20
- ON Semiconductor names Hassane El-Khoury CEO
- 11/17/20
- ON Semiconductor COO Schromm sells almost $3M in company shares
- 01/06/21
- EverQuote appoints Craig Lister as CMO
- 12/08/20
- Altair CFO Howard Morof to step down, Matthew Brown to succeed
- 12/07/20
- Investcorp to sell cybersecurity provider Avira to NortonLifeLock for ~$360M
- 12/07/20
- NortonLifeLock to acquire Avira for $360M from Investcorp Technology Partners
- 02/04/21
- Green Dot announces Gyorgy Tomso as Chief Technology Officer.
- 01/29/21
- Starboard Value raises Green Dot stake to 9.9% from 8.3%
- 01/11/21
- Green Dot, MoneyGram slip after Walmart announces new fintech startup
- 11/19/20
- Green Dotto work with Google Pay to offer Plex Accounts to customers
- 02/04/21
- Commvault appoints SaaS Veteran Isabelle Guis as Chief Marketing Officer
- 01/27/21
- Commvault expects FY23 recurring revenue to approach 80%-85% of total revenue
- 01/27/21
- Commvault says on path to deliver over 25% EBITDA through FY23
- 10/27/20
- Commvault says ransomware 'top of mind' with customers
- 02/08/21
- Corteva announces CFO Gregory Friedman to retire
- 02/04/21
- Corteva: Restructuring program includes headcount reductions
- 02/04/21
- Corteva board approves restructuring actions to right-size structure
- 02/03/21
- Corteva affirms mid-term targets, including operating EBITDA growth of 12%-16%
- 01/21/21
- Cerner appoints Marck Erceg as CFO
- 01/14/21
- Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative
- 01/14/21
- Cerner to provide EHR to 12 behavioral health facilities across Virginia
- 12/16/20
- Cerner to acquire Kantar Health for $375M in cash
- 02/16/21
- Aecom announces plan to increase adjusted EPS to $4.30 by FY24
- 12/18/20
- Aecom JV secures approximately $800M SCAPE framework contract
- 12/16/20
- Aecom selected to upgrade wastewater treatment plant in Los Angeles
- 12/11/20
- Aecom to partner with BCUA, Columbia University on COVID-19 wastewater testing
- 02/16/21
- ACI Worldwide, Auriga enter pact to launch ATM and self service banking platform
- 01/26/21
- ACI Worldwide selected by Federal Reserve Banks for FedNow Service pilot program
- 12/02/20
- Starboard urges ACI Worldwide to explore alternatives, including possible sale
- 12/02/20
- Starboard urges ACI Worldwide to explore alternatives, including possible sale
- 02/16/21
- Advance Auto Parts CFO says 'optimistic regarding a continued recovery in 2021'
- 02/16/21
- Advance Auto Parts sees FY21 free cash flow minimum of $600M
- 12/30/20
- Four Corners Property Trust acquires property portfolio for $12M
- 11/13/20
- Starboard Value takes Corteva stake, exits eBay
- 02/10/21 B. Riley Securities
- B. Riley Securities sees interesting opportunities in Skyworks, Silicon Motion
- 02/02/21 JPMorgan
- ON Semiconductor price target raised to $37.50 from $25.50 at JPMorgan
- 02/02/21 Needham
- ON Semiconductor price target raised to $45 from $38 at Needham
- 02/02/21 Craig-Hallum
- ON Semiconductor price target raised to $43 from $38 at Craig-Hallum
SPY SPDR S&P 500 ETF Trust - 01/07/21 Credit Suisse
- Credit Suisse raises 2021 S&P 500 target to 4,200, sees 12% upside
- 11/09/20 JPMorgan
- JPMorgan sees S&P 500 hitting 4,000 by early next year
- 09/01/20
- Fed's Brainard says monetary policy to pivot from stabilization to accommodation
- 08/17/20 Goldman Sachs
- Goldman boosts end of 2020 S&P 500 target to 3,600 from 3,000
- 12/09/20 BTIG
- ACI Worldwide price target raised to $46 from $39 at BTIG
- 12/08/20 Craig-Hallum
- ACI Worldwide price target raised to $46 from $38 at Craig-Hallum
- 12/02/20 Stephens
- Stephens upgrades ACI Worldwide to Overweight after Starboard urges sale
- 12/02/20 Stephens
- ACI Worldwide upgraded to Overweight from Equal Weight at Stephens
- 02/09/21 Morgan Stanley
- Corteva price target raised to $50 from $46 at Morgan Stanley
- 02/05/21 JPMorgan
- Corteva upgraded to Overweight with $51 target at JPMorgan
- 02/05/21 RBC Capital
- Corteva price target raised to $52 from $45 at RBC Capital
- 02/05/21 Barclays
- Corteva price target raised to $46 from $37 at Barclays
- 02/02/21 Morgan Stanley
- NortonLifeLock assumed at Overweight at Morgan Stanley
- 09/11/20 Baird
- Baird sees 'no reason for concern' about NortonLifeLock convertible notes sales
- 08/21/20
- Fly Intel: Top five analyst upgrades
- 08/21/20 Argus
- NortonLifeLock upgraded to Buy from Hold at Argus
- 01/29/21 Wells Fargo
- Commvault price target raised to $75 from $55 at Wells Fargo
- 01/28/21 Needham
- Commvault price target raised to $76 from $66 at Needham
- 01/28/21 Lake Street
- Commvault price target raised to $68 from $54 at Lake Street
- 01/28/21 RBC Capital
- Commvault price target raised to $57 from $48 at RBC Capital
- 01/19/21 Citi
- Aecom price target raised to $69 from $61 at Citi
- 01/15/21 Barclays
- Aecom price target raised to $60 from $56 at Barclays
- 11/17/20 KeyBanc
- Aecom price target raised to $60 from $45 at KeyBanc
- 11/17/20 Citi
- Aecom price target raised to $61 from $56 at Citi
- 02/16/21 Goldman Sachs
- Advance Auto Parts price target raised to $157 from $142 at Goldman Sachs
- 02/01/21 JPMorgan
- Advance Auto Parts added to Analyst Focus List at JPMorgan
- 12/18/20 Jefferies
- Standard Motor price target lowered to $52 from $55 at Jefferies
- 12/11/20 Jefferies
- AutoZone upgraded to Buy on 'do-it-for-me' market share gains at Jefferies
IWN iShares Russell 2000 Value Index - 01/11/21 Loop Capital
- Comscore upgraded to Buy from Hold at Loop Capital
- 01/11/21 Loop Capital
- Comscore upgraded to Buy from Hold at Loop Capital
- 08/19/20 Truist
- Comscore most likely to remain independent, says Truist
- 02/16/21 Piper Sandler
- Cerner price target raised to $85 from $84 at Piper Sandler
- 02/11/21 KeyBanc
- Cerner price target raised to $90 from $82 at KeyBanc
- 02/11/21 Truist
- Cerner price target raised to $82 from $72 at Truist
- 02/11/21 UBS
- Cerner downgraded to Neutral from Buy at UBS
- 01/14/21 Northland
- Northland downgrades Green Dot to Market Perform at start of 'transition year'
- 01/14/21 Northland
- Green Dot downgraded to Market Perform from Outperform at Northland
- 11/05/20 Deutsche Bank
- Green Dot price target raised to $50 from $48 at Deutsche Bank
- 11/03/20 Truist
- Green Dot appears to have won flex debit work at Amazon, says Truist
- 11/09/20
- Comscore reports Q3 EPS (16c), consensus (19c)
- 02/01/21
- ON Semiconductor sees Q1 revenue $1.41B-$1.51B, consensus $1.35B
- 02/01/21
- ON Semiconductor reports Q4 EPS 35c, consensus 28c
- 11/01/20
- ON Semiconductor sees Q4 revenue $1.3B-$1.4B, consensus $1.31B
- 11/01/20
- ON Semiconductor reports Q3 EPS 27c, consensus 20c
- 02/04/21
- NortonLifeLock sees Q4 adjusted EPS 37c-39c, consensus 37c
- 02/04/21
- NortonLifeLock reports Q3 adjusted EPS 38c, consensus 37c
- 02/04/21
- Notable companies reporting after market close
- 11/05/20
- NortonLifeLock sees Q3 adjusted EPS 36c-38c, consensus 36c
- 11/04/20
- Green Dot sees 2020 EPS $1.95-$2.00, consensus $1.81
- 11/04/20
- Green Dot reports Q3 EPS 25c, consensus 11c
- 01/27/21
- Commvault sees 2021 EPS $2.00, consensus $1.90
- 01/27/21
- Commvault sees Q4 EPS 46c, consensus 47c
- 01/27/21
- Commvault reports Q3 non-GAAP EPS 57c, consensus 47c
- 10/27/20
- Commvault sees Q3 revenue $174M-$176M, consensus $172.9M
- 02/03/21
- Corteva sees FY21 EPS $1.85-$1.95, consensus $1.81
- 02/03/21
- Corteva reports Q4 EPS 4c, consensus (5c)
- 02/03/21
- Notable companies reporting after market close
- 11/04/20
- Corteva backs FY20 operating EPS view $1.25-$1.45, consensus $1.38
- 02/10/21
- Cerner sees FY21 EPS $3.10-$3.20, consensus $3.22
- 02/10/21
- Cerner sees Q1 EPS 72c-76c, consensus 76c
- 02/10/21
- Cerner reports Q4 EPS 78c, consensus 78c
- 02/10/21
- Notable companies reporting after market close
- 02/16/21
- Aecom reaffirms FY21 adjusted EPS view $2.60-$2.80, consensus $3.13
- 02/08/21
- Aecom raises FY21 EPS view to $2.60-$2.80 from $2.55-$2.75, consensus $2.67
- 02/08/21
- Aecom reports Q1 EPS 62c, consensus 57c
- 11/16/20
- Aecom sees 2021 adj. EPS $2.55-$2.75, consensus $2.46
- 01/27/21
- ACI Worldwide sees FY20 revenue $1.28B-$1.29B, consensus $1.26B
- 11/05/20
- ACI Worldwide reports Q3 EPS 13c, consensus 14c
- 02/16/21
- Advance Auto Parts sees FY21 revenue $10.1B-$10.3B, consensus $10.19B
- 02/16/21
- Advance Auto Parts reports Q4 adjusted EPS $1.87, consensus $1.97
- 11/10/20
- Advance Auto Parts reports Q3 adjusted EPS $2.81, consensus $2.66
- 11/09/20
- Notable companies reporting before tomorrow's open
SPY SPDR S&P 500 ETF Trust - 02/11/21
- White House secures deals for additional 200M COVID-19 vaccine doses, CNBC says
- 02/10/21
- Germany extending virus lockdown until March 7, AP reports
- 02/08/21
- Gove says Britain, EU need reset after Northern Ireland threat, Reuters says
- 02/03/21
- Biden indicates openness to sending direct checks to smaller group, WSJ says
- 01/07/21
- Comscore near financing deal with Charter, Qurate and Cerberus, WSJ says
- 01/07/21
- Comscore near financing deal with Charter, Qurate and Cerberus, WSJ says
- 10/09/20
- Starboard makes new bets on Corteva, ON Semiconductor, Reuters reports
- 12/17/20
- Nuclear weapons agency breached amid massive espionage operation, Politico says
- 09/01/20
- Hackers test security of Trump campaign sites ahead of election, Reuters says
- 10/05/20
- Green Dot declines comment to Bloomberg on NetSpend speculation
- 01/21/21
- Starboard wants to take control of Corteva's board, replace CEO, WSJ reports
- 11/19/20
- Corteva board backs CEO amid pressure from Starboard, Reuters says
- 10/22/20
- ACI Worldwide pitched as long idea by Starboard's Smith, Bloomberg says
- 11/09/20
- Fly Intel: After-Hours Movers
- 01/12/21
- On, Lumentum seen among top semiconductors takeout candidates for 2021
- 12/28/20
- Kinnate initiations, Nikola target change among today's top calls on Wall Street
- 09/05/20
- Week in review: How Trump's policies moved stocks
- 01/11/21
- Fly Intel: After-Hours Movers
- 02/03/21
- Fly Intel: After-Hours Movers
- 01/21/21
- Fly Intel: Wall Street's top stories for Thursday
- 02/16/21
- Fly Intel: Pre-market Movers
- 12/10/20
- Goldman Sachs says buy Floor & Decor, sell Best Buy
- 11/10/20
- Fly Intel: Pre-market Movers
- 08/18/20
- Fly Intel: Pre-market Movers
SPY SPDR S&P 500 ETF Trust - 11/09/20
- Options markets on track for record option volume
- 02/12/21
- Unusually active option classes on open February 12th
- 02/09/21
- ON Semiconductor call volume above normal and directionally bullish
- 02/09/21
- Unusually active option classes on open February 9th
- 10/02/20
- Unusual call flow in option market yesterday
- 01/14/21
- NortonLifeLock put volume heavy and directionally bearish
- 01/13/21
- NortonLifeLock put volume heavy and directionally bearish
- 12/28/20
- NortonLifeLock put volume heavy and directionally bearish
- 09/02/20
- Early notable gainers among liquid option names on September 2nd
- 09/10/20
- Aecom call buyer realizes 5% same-day gains
- 08/31/20
- Advance Auto Parts call volume above normal and directionally bullish
SPY SPDR S&P 500 ETF Trust - 02/12/21
- On The Fly: Weekly technical notes for S&P 500
- 02/12/21
- On The Fly: ETF fund flow highlights
- 02/12/21
- SPDR S&P 500 ETF Trust: Pivot points
- 02/11/21
- SPDR S&P 500 ETF Trust: Pivot points
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