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Recommendations	Allegro MicroSystems price target raised to $38 from $28 at Barclays » 06:46 01/26/21 01/26 06:46 01/26/21 06:46 ALGM Allegro MicroSystems $31.85 / -1.57 (-4.70%) Barclays analyst Blayne… Story temporarily locked. To read stories as they happen please subscribe, Login above, or return tomorrow Get Free Trial ShowHide Related Items >><< Street Research Earnings Syndicate On The Fly Events ALGM Allegro MicroSystems $31.85 / -1.57 (-4.70%) 12/28/20 Mizuho Allegro MicroSystems price target raised to $30 from $28 at Mizuho 11/23/20 Jefferies Allegro MicroSystems initiated with a Buy at Jefferies 11/23/20 Credit Suisse Allegro MicroSystems initiated with an Outperform at Credit Suisse 11/23/20 Mizuho Allegro MicroSystems initiated with a Buy at Mizuho ALGM Allegro MicroSystems $31.85 / -1.57 (-4.70%) 11/19/20 Allegro MicroSystems sees Q3 revenue $147M-$151M 11/19/20 Allegro MicroSystems reports Q2 EPS 96c vs. $1.16 last year 29 Oct ALGM Allegro MicroSystems $31.85 / -1.57 (-4.70%) 12/28/20 Kinnate initiations, Nikola target change among today's top calls on Wall Street 11/01/20 Opening Day: MediaAlpha jumps 64%, Root falls flat in debut 02/02/21 Allegro MicroSystems - ALGM 03/04/21 Allegro MicroSystems

Yesterday
On The Fly	Fly Insider: OncoCyte, Air Transport among week's notable insider trades » 15:20 01/25/21 01/25 15:20 01/25/21 15:20 OCX OncoCyte $5.92 / +1.21 (+25.69%) , ALDX Aldeyra $11.99 / -0.27 (-2.20%) , BRN Barnwell Industries $2.12 / +0.01 (+0.47%) , HCDI Harbor Custom Development $3.33 / -0.01 (-0.30%) , AMKR Amkor Technology $17.73 / -0.73 (-3.95%) , AMK AssetMark Financial $24.59 / -0.065 (-0.26%) , AMSC AMSC $27.81 / -1.56 (-5.31%) , ATSG Air Transport Services $26.54 / -0.92 (-3.35%) Welcome to "Fly Insider,"… Open Full Text ShowHide Related Items >><< Company News Street Research Earnings Syndicate On The Fly Events Options OCX HCDI ATSG AMSC AMKR AMK ALDX OCX OncoCyte $5.92 / +1.21 (+25.69%) 12/15/20 Burning Rock Biotech, OncoCyte enter exclusive DetermaRx licensing agreement 11/18/20 OncoCyte presents data on DetermaIO test at AMP conference 10/20/20 OncoCyte says Q3 DetermaRx testing volume rose to 175 billable samples 10/14/20 OncoCyte to present new prospective data on DetermaRx HCDI Harbor Custom Development $3.33 / -0.01 (-0.30%) 01/22/21 Harbor Custom Development acquires land for $9.4M in Austin area 10/19/20 Harbor Custom Development appoints Wally Walker to board of directors 10/06/20 Harbor Custom Development secures $11M in construction funding 09/24/20 Harbor Custom Development enters purchase, sale agreement for WA property ATSG Air Transport Services $26.54 / -0.92 (-3.35%) 12/30/20 ABX Air pilots ratify amendment to Collective Bargaining Agreement 12/06/20 ABX Air reaches tentative agreement with Pilot Union 11/11/20 Air Transport Services delivers Boeing 767 freighter to Cargojet 09/24/20 GE Aviation selected by Air Transport Services for digital agreement AMSC AMSC $27.81 / -1.56 (-5.31%) 01/25/21 AMSC awarded contract for ship protection system on LPD-29 11/03/20 AMSC announces $15M of new energy power system orders 10/05/20 AMSC acquires NEPSI for $26M in cash, 873,657 restricted shares AMKR Amkor Technology $17.73 / -0.73 (-3.95%) 07/27/20 Amkor Technology up over 9% at $14.90 per share after Q2 results and Q3 guidance AMK AssetMark Financial $24.59 / -0.065 (-0.26%) 01/04/21 AssetMark Financial closes $250M revolving credit facility 10/12/20 AssetMark Financial reports platform assets $67.3B at the end of Sept., up 16.2% 09/10/20 AssetMark reports platform assets of $68B at the end of August, up 19.1% 08/18/20 AssetMark Financial launches eService team, expands digital servicing tools ALDX Aldeyra $11.99 / -0.27 (-2.20%) 01/21/21 Aldeyra rises 6% after 1.37M share purchase disclosed by Perceptive Advisors 01/07/21 Aldeyra announces top-line results from run-in cohort in Tranquility study 12/22/20 Aldeyra confirms SARS-CoV-2 antiviral activity of ADX-1612 12/17/20 Aldeyra initiates Phase 2 trials of ADX-629 OCX ALDX BRN HCDI AMKR AMK AMSC ATSG OCX OncoCyte $5.92 / +1.21 (+25.69%) 01/05/21 Benchmark GM, Roku, Marcus among Benchmark's Best Ideas for first half of 2021 12/17/20 BTIG BTIG positive on select healthcare diagnostic/tools names as '2021 Top Picks' 12/16/20 Piper Sandler OncoCyte upgraded to Overweight from Neutral at Piper Sandler 11/30/20 BTIG OncoCyte initiated with a Buy at BTIG ALDX Aldeyra $11.99 / -0.27 (-2.20%) 01/08/21 Jefferies Aldeyra could double if topline of TRANQUILITY study positive, says Jefferies 01/08/21 Citi Aldeyra shares have 'plenty of upside' despite 26% rally, says Citi 01/07/21 Alliance Global Partners Aldeyra in an 'enviable position' after Phase 3 Tranquility data, says AGP 12/16/20 Berenberg Berenberg starts Aldeyra with Buy, sees near-term catalysts BRN Barnwell Industries $2.12 / +0.01 (+0.47%) HCDI Harbor Custom Development $3.33 / -0.01 (-0.30%) AMKR Amkor Technology $17.73 / -0.73 (-3.95%) 01/25/21 Citi Citi moves Marvell up to pick in semiconductor equipment 01/25/21 Citi Amkor Technology price target raised to $13 from $11.40 at Citi 11/19/20 Citi Citi moves Lam Research, Marvell to top picks in Semi Equipment 10/27/20 Deutsche Bank Amkor Technology price target raised to $16 from $14 at Deutsche Bank AMK AssetMark Financial $24.59 / -0.065 (-0.26%) 12/18/20 Truist AssetMark Financial initiated with a Hold at Truist 09/23/20 Jefferies AssetMark Financial initiated with a Hold at Jefferies 08/05/20 JPMorgan AssetMark Financial downgraded on growth slowdown at JPMorgan 08/05/20 JPMorgan AssetMark Financial downgraded to Neutral from Overweight at JPMorgan AMSC AMSC $27.81 / -1.56 (-5.31%) 11/06/20 Canaccord AMSC downgraded to Hold at Canaccord 11/06/20 Canaccord AMSC downgraded to Hold from Buy at Canaccord 11/05/20 Roth Capital AMSC price target raised to $20 from $18 at Roth Capital 10/07/20 Craig-Hallum AMSC price target raised to $21 from $15 at Craig-Hallum ATSG Air Transport Services $26.54 / -0.92 (-3.35%) 10/12/20 Loop Capital Air Transport Services upgraded to Buy from Hold at Loop Capital 06/04/20 Stephens Amazon leases more proof of strong demand for Air Transport, says Stephens 05/01/20 Truist Air Transport Services initiated with a Buy at SunTrust 05/01/20 Truist Air Transport Services initiated with a Buy at SunTrust OCX HCDI ATSG AMSC AMKR AMK ALDX OCX OncoCyte $5.92 / +1.21 (+25.69%) 11/12/20 OncoCyte reports Q3 EPS (10c), consensus (9c) HCDI Harbor Custom Development $3.33 / -0.01 (-0.30%) 11/23/20 Harbor Custom Development sees 2021 gross revenues $70M 11/23/20 Harbor Custom Development sees 2020 gross revenues $47M ATSG Air Transport Services $26.54 / -0.92 (-3.35%) 10/29/20 Air Transport Services raises FY20 adjusted EBITDA view to $490M from $470M 10/29/20 Air Transport Services reports Q3 adjusted EPS 44c, consensus 31c 08/05/20 Air Transport Services sees FY20 adjusted EBITDA at least $470M 08/05/20 Air Transport Services reports Q2 adjusted EPS 47c, consensus 29c AMSC AMSC $27.81 / -1.56 (-5.31%) 11/04/20 AMSC sees Q3 net loss expected not to exceed (21c) p/s, consensus (16c) 11/04/20 AMSC reports Q2 EPS (17c), consensus (18c) 11/04/20 AMSC reports Q2 EPS (17c), consensus (18c) 10/05/20 AMSC reports preliminary Q2 EPS less than (30c), consensus (19c) AMKR Amkor Technology $17.73 / -0.73 (-3.95%) 10/26/20 Amkor Technology sees FY20 CapEx roughly $550M 10/26/20 Amkor Technology sees Q4 EPS 28c-47c, two estimates 23c 10/26/20 Amkor Technology reports Q3 EPS 38c, two estimates 26c 07/27/20 Amkor Technology sees Q3 EPS 17c-35c, two estimates 13c AMK AssetMark Financial $24.59 / -0.065 (-0.26%) 08/04/20 AssetMark Financial reports Q2 EPS 21c, consensus 22c ALDX Aldeyra $11.99 / -0.27 (-2.20%) 11/05/20 Aldeyra reports Q3 EPS (23c), consensus (27c) 08/06/20 Aldeyra reports Q2 EPS (25c), consensus (34c) 14 Jan 13 Jan 22 Oct 07 Aug OCX HCDI AMSC AMKR ALDX OCX OncoCyte $5.92 / +1.21 (+25.69%) 01/25/21 Fly Insider: OncoCyte, Air Transport among week's notable insider trades 12/15/20 Fly Intel: Wall Street's top stories for Tuesday 12/15/20 Fly Intel: Wall Street's top stories at midday 12/15/20 Fly Intel: Pre-market Movers HCDI Harbor Custom Development $3.33 / -0.01 (-0.30%) 11/23/20 Fly Intel: Pre-market Movers 08/30/20 Opening Day: Chinese electric carmaker Xpeng jumps 40% in NYSE debut AMSC AMSC $27.81 / -1.56 (-5.31%) 10/21/20 Fly Intel: After-Hours Movers 10/05/20 Fly Intel: After-Hours Movers AMKR Amkor Technology $17.73 / -0.73 (-3.95%) 12/07/20 Fly Insider: Foot Locker, Alexion among weeks notable insider trades 10/27/20 Fly Intel: Wall Street's top stories for Tuesday 10/27/20 Fly Intel: Wall Street's top stories at midday ALDX Aldeyra $11.99 / -0.27 (-2.20%) 01/21/21 Fly Intel: After-Hours Movers 02/08/21 Amkor Technology - AMKR AMKR AMKR Amkor Technology $17.73 / -0.73 (-3.95%) 07/27/20 Amkor Technology options imply 15.1% move in share price post-earnings
Conference/Events	Jefferies software/Internet analyst to hold analyst/industry conference call » 10:40 01/25/21 01/25 10:40 01/25/21 10:40 SPLK Splunk $169.98 / -0.93 (-0.54%) Software & Internet… Software & Internet Analyst Thill, along with Splunk customer Gregory Poniatowski, discuss the company on an Analyst/Industry Conference Call to be held on January 25 a 1 pm. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options SPLK Splunk $169.98 / -0.93 (-0.54%) 12/02/20 Splunk CFO says close rates for several large deal slowed in final weeks of Q3 12/02/20 Splunk extends afterhours decline to 17% after pulling medium-term targets 12/02/20 Splunk falls 10.9% to $183.41 after downbeat Q3 results 11/24/20 Splunk acquisition of Flowmill to close in Q4, terms undisclosed SPLK Splunk $169.98 / -0.93 (-0.54%) 01/21/21 Goldman Sachs Splunk assumed with a Buy at Goldman Sachs 12/29/20 Daiwa Daiwa takes 'wait-and-see posture' on Splunk, starts with Neutral 12/28/20 Daiwa Splunk initiated with a Neutral at Daiwa 12/17/20 Rosenblatt Splunk initiated with Buy, $196 price target at Rosenblatt SPLK Splunk $169.98 / -0.93 (-0.54%) 12/02/20 Splunk withdrawing FY23 ARR and operating cash flow targets 12/02/20 Splunk sees Q4 revenue $650M-$700M, consensus $777.73M 12/02/20 Splunk reports Q3 EPS ($1.26), consensus 9c 12/02/20 Notable companies reporting after market close SPLK Splunk $169.98 / -0.93 (-0.54%) 11/03/20 UK government in talks with Palantir about 'test-and-trace' program, FT says SPLK Splunk $169.98 / -0.93 (-0.54%) 12/29/20 Splunk initiation, Snap target change among today's top calls on Wall Street 12/03/20 Fly Intel: Wall Street's top stories for Thursday 12/03/20 Fly Intel: Wall Street's top stories at midday 12/03/20 Splunk dives, Wall Street analysts flee after 'disappointing' earnings, outlook SPLK Splunk $169.98 / -0.93 (-0.54%) 12/23/20 Splunk call volume above normal and directionally bullish 12/23/20 Unusually active option classes on open December 23rd 12/21/20 Splunk call volume above normal and directionally bullish 12/07/20 Unusually active option classes on open December 7th
Recommendations	Silicon Motion price target raised to $63 from $55 at B. Riley Securities » 07:57 01/25/21 01/25 07:57 01/25/21 07:57 SIMO Silicon Motion / + B. Riley Securities… B. Riley Securities analyst Craig Ellis raised the firm's price target on Silicon Motion to $63 from $55 and keeps a Buy rating on the shares. Bellwether updates and reporting data points "tilt positively" for semiconductor earnings and portend "robust" multi-year chip growth, Ellis tells investors in a research note. While reporting expectations are elevated, there remains "significant" earnings upside ahead, says the analyst. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events SIMO Silicon Motion / + 11/02/20 Silicon Motion reports Q3 adjusted gross margin 49.1% 10/26/20 Silicon Motion extends share repurchase program for 12 months SIMO Silicon Motion / + 01/08/21 B. Riley Securities Silicon Motion price target raised to $55 from $54 at B. Riley Securities 12/31/20 KeyBanc Industry data points to flat monthly contract pricing for DRAM, says KeyBanc 12/03/20 Wedbush Silicon Motion added to Best Ideas List at Wedbush 11/04/20 KeyBanc KeyBanc lays out possible M&A candidates as semi consolidation heats ups SIMO Silicon Motion / + 01/07/21 Silicon Motion sees Q4 revenue 3% above high-end of $130M-$139M 11/02/20 Silicon Motion sees Q4 revenue $130M-$139M, consensus $128.03M 11/02/20 Silicon Motion reports Q3 adjusted EPS 76c, consensus 67c 10/07/20 Silicon Motion sees Q3 revenue approx. 5% above high-end of $114M-$120M SIMO Silicon Motion / + 11/02/20 Fly Intel: After-Hours Movers 03/15/21 33rd Annual Roth Virtual Conference 02/04/21 Silicon Motion - SIMO
Initiation	GoodRx initiated with a Buy at Guggenheim » 06:53 01/25/21 01/25 06:53 01/25/21 06:53 GDRX GoodRx $44.42 / +1.73 (+4.05%) Guggenheim analyst Vikram… Guggenheim analyst Vikram Kesavabhotla initiated coverage of GoodRx with a Buy rating and $52 price target. ShowHide Related Items >><< Company News Street Research Earnings Syndicate On The Fly Options GDRX GoodRx $44.42 / +1.73 (+4.05%) 12/11/20 GoodRx higher after said to be added to Hedgeye best ideas long list 11/19/20 GoodRx rallies after CEO says Amazon entrance not material 11/19/20 GoodRx CEO says Amazon news not material to company 'at all' 11/19/20 GoodRx CEO says Amazon not trying to do retail pharmacy GDRX GoodRx $44.42 / +1.73 (+4.05%) 11/23/20 Goldman Sachs GoodRx price target lowered to $44 from $49 at Goldman Sachs 11/20/20 Credit Suisse GoodRx price target lowered to $49 from $60 at Credit Suisse 11/19/20 RBC Capital GoodRx upgraded to Outperform from Sector Perform at RBC Capital 11/19/20 Barclays GoodRx price target lowered to $35 from $55 at Barclays GDRX GoodRx $44.42 / +1.73 (+4.05%) 11/12/20 GoodRx sees FY20 revenue $545M, consensus $535.84M 11/12/20 GoodRx reports Q3 EPS 21c, consensus 8c 11/11/20 Notable companies reporting before tomorrow's open 23 Sep GDRX GoodRx $44.42 / +1.73 (+4.05%) 11/19/20 Street Fight: Analysts diverge on GoodRx after Amazon Pharmacy launch 11/19/20 Target, Shopify upgrades among today's top calls on Wall Street 11/18/20 Tesla, Boeing upgrades among today's top calls on Wall Street 11/17/20 Fly Intel: Wall Street's top stories for Tuesday GDRX GoodRx $44.42 / +1.73 (+4.05%) 12/11/20 GoodRx Holdings call volume above normal and directionally bullish 09/29/20 Two new option listings and two option delistings on September 29th

Recommendations	Arista Networks price target raised to $350 from $330 at JPMorgan » 06:43 01/25/21 01/25 06:43 01/25/21 06:43 ANET Arista Networks $310.99 / -1.395 (-0.45%) JPMorgan analyst Samik… JPMorgan analyst Samik Chatterjee raised the firm's price target on Arista Networks to $350 from $330 and keeps an Overweight rating on the shares. Arista shares might have risen 27% since Q3 earnings, reflecting improved sentiment on cloud spending as well as management confidence in a recovery in the growth rate, Chatterjee tells investors in a research note. However, the debate on the shares has continued to be around share loss in the 400G cycle that the bears on the stock believe will limit the company's ability to provide upside to recently communicated targets for 2021, says the analyst. Despite the higher bar of expectations, Chatterjee still sees upside from modestly better than expected revenue in Q4 and better than expected guidance for Q1. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events ANET Arista Networks $310.99 / -1.395 (-0.45%) 11/03/20 Arista Networks rises 17.3% 11/03/20 Arista Networks rises 12.0% 11/02/20 Arista Networks jumps 10% to $237 after Q3 earnings beat 11/02/20 Arista Networks CFO says saw continued improvement in business trends ANET Arista Networks $310.99 / -1.395 (-0.45%) 01/14/21 Barclays Arista Networks price target raised to $294 from $235 at Barclays 01/07/21 Rosenblatt Arista Networks upgraded to Buy from Neutral at Rosenblatt 01/06/21 Credit Suisse Arista upgraded to Outperform at Credit Suisse on sales growth acceleration 01/06/21 Credit Suisse Arista Networks upgraded to Outperform from Neutral at Credit Suisse ANET Arista Networks $310.99 / -1.395 (-0.45%) 11/02/20 Arista Networks sees Q4 revenue $615M-$635M, consensus $609.26M. 11/02/20 Notable companies reporting after market close 08/04/20 Arista Networks sees Q3 revenue $570M-$590M, consensus $562.24M 08/04/20 Arista Networks reports Q2 EPS $2.11, consensus $1.95 ANET Arista Networks $310.99 / -1.395 (-0.45%) 11/03/20 Fly Intel: Wall Street's top stories for Tuesday 11/03/20 Fly Intel: Wall Street's top stories at midday 11/02/20 Fly Intel: After-Hours Movers 10/30/20 Carvana, Papa John's upgrades among today's top calls on Wall Street 02/11/21 Technology & Internet Virtual Conference 02/18/21 Arista Networks - ANET
Recommendations	Citi moves Marvell up to pick in semiconductor equipment » 06:38 01/25/21 01/25 06:38 01/25/21 06:38 MRVL Marvell $52.59 / -0.88 (-1.65%) , NVDA Nvidia $548.55 / -5.91 (-1.07%) , LRCX Lam Research $563.92 / -0.27 (-0.05%) , KLAC KLA Corp. $305.02 / -0.26 (-0.09%) , ENTG Entegris $112.32 / -1.21 (-1.07%) , IIVI II-VI $93.86 / +0.58 (+0.62%) , AMKR Amkor Technology $18.46 / -0.02 (-0.11%) , CCMP CMC Materials $167.54 / -1.05 (-0.62%) Citi analyst Atif Malik… Citi analyst Atif Malik favors semiconductor names over semiconductor capital equipment in the first half of 2021 on peaking wafer fab equipment run rate. He moved Marvell Technology Group (MRVL) to his number one pick and Nvidia (NVDA) to his number two pick. Malik lowered Lam Research (LRCX) and KLA Corp. (KLAC) down by two spots on his ranking list to three and four respectively, On the materials and components group, the analyst maintains Entegris (ENTG) at number one and moves II-VI (IIVI) to his number two pick. He remains Sell rated on Amkor Technology (AMKR) due to long-term margin contraction concerns and CMC Materials (CCMP) due to top line weakness and competitive threats. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options NVDA MRVL LRCX KLAC IIVI ENTG CCMP AMKR NVDA Nvidia $548.55 / -5.91 (-1.07%) 01/17/21 Fly Intel: Top five weekend stock stories 01/10/21 Fly Intel: Top five weekend stock stories 01/10/21 Nio partners with Nvidia to develop new generation of automated driving EV 01/06/21 UK's CMA to investigate NVIDIA's takeover of Arm MRVL Marvell $52.59 / -0.88 (-1.65%) 12/23/20 Marvell VP Dean Jarnac sells $576K in company shares 12/15/20 Marvell says HSR waiting period in connection with Inphi acquisition has expired 12/03/20 Marvell CEO says Q3 revenue growth driven by networking business 12/03/20 Marvell sees Q4 adjusted gross margin approximately 64% LRCX Lam Research $563.92 / -0.27 (-0.05%) 12/02/20 Lam Research VP Vahid Vahedi sells almost $1.3M in company shares 11/16/20 Lam Research CFO sells 8.2K shares of common stock 11/05/20 Lam Research announces $5B share repurchase authorization, quarterly dividend 08/27/20 Lam Research raises quarterly dividend 13% to $1.30 per share KLAC KLA Corp. $305.02 / -0.26 (-0.09%) 09/21/20 KLA Corp. appoints MaryBeth Wilkinson as EVP, chief legal officer 08/03/20 KLA Corp. raises annual dividend 15% to $3.60 per share IIVI II-VI $93.86 / +0.58 (+0.62%) 12/16/20 Coherent, II-VI enter supply agreement 12/16/20 II-VI, Coherent enter supply agreement for automotive laser welding solutions 10/05/20 II-VI appoints Sohail Khan to lead New Ventures & Wide-Bandgap Electronics Tech 09/04/20 FCC says U.S. rural telecom networks need $1.84B to remove Huawei, ZTE equipment ENTG Entegris $112.32 / -1.21 (-1.07%) 12/21/20 Entegris to invest $200M in new manufacturing facility in Taiwan 11/18/20 Entegris licenses EUV lithography technology to Gudeng Precision 08/03/20 Entegris launches joint research laboratory with SIMTech CCMP CMC Materials $167.54 / -1.05 (-0.62%) 10/01/20 Cabot Microelectronics announces name change to CMC Materials 09/01/20 Cabot Microelectronics intends to launch new corporate brand AMKR Amkor Technology $18.46 / -0.02 (-0.11%) 07/27/20 Amkor Technology up over 9% at $14.90 per share after Q2 results and Q3 guidance MRVL NVDA LRCX KLAC ENTG IIVI AMKR CCMP MRVL Marvell $52.59 / -0.88 (-1.65%) 01/25/21 Citi Marvell price target raised to $64 from $50 at Citi 01/15/21 Susquehanna Marvell price target raised to $60 from $54 at Susquehanna 01/13/21 Piper Sandler Marvell price target raised to $60 from $50 at Piper Sandler 01/13/21 Piper Sandler AMD price target raised to $110 from $100 at Piper Sandler NVDA Nvidia $548.55 / -5.91 (-1.07%) 01/15/21 Truist Nvidia price target raised to $672 from $643 at Truist 01/15/21 Susquehanna Nvidia price target raised to $625 from $610 at Susquehanna 01/12/21 Wells Fargo Nvidia very-well positioned as gaming momentum continues, says Wells Fargo 01/11/21 JPMorgan NIO Inc. price target raised to $75 from $50 at JPMorgan LRCX Lam Research $563.92 / -0.27 (-0.05%) 01/25/21 Citi Lam Research price target raised to $660 from $420 at Citi 01/18/21 Goldman Sachs Lam Research price target raised to $616 from $557 at Goldman Sachs 01/11/21 BofA BofA US 1 List changes 01/08/21 Fly Intel: Top five analyst downgrades KLAC KLA Corp. $305.02 / -0.26 (-0.09%) 01/25/21 Citi KLA Corp. price target raised to $360 from $236 at Citi 01/18/21 Goldman Sachs KLA Corp. price target raised to $308 from $271 at Goldman Sachs 01/08/21 Argus KLA Corp. price target raised to $300 from $235 at Argus 01/06/21 KeyBanc KLA Corp. price target raised to $293 from $266 at KeyBanc ENTG Entegris $112.32 / -1.21 (-1.07%) 01/25/21 Citi Entegris price target raised to $135 from $92 at Citi 01/18/21 Goldman Sachs Entegris price target raised to $116 from $102 at Goldman Sachs 12/14/20 Goldman Sachs Entegris price target raised to $102 from $89 at Goldman Sachs 12/08/20 Stifel Entegris price target raised to $115 from $91 at Stifel IIVI II-VI $93.86 / +0.58 (+0.62%) 01/25/21 Citi II-VI price target raised to $110 from $65 at Citi 01/19/21 Needham II-VI price target raised to $98 from $71 at Needham 01/05/21 Benchmark GM, Roku, Marcus among Benchmark's Best Ideas for first half of 2021 12/18/20 Benchmark II-VI price target raised to $85 from $65 at Benchmark AMKR Amkor Technology $18.46 / -0.02 (-0.11%) 01/25/21 Citi Amkor Technology price target raised to $13 from $11.40 at Citi 11/19/20 Citi Citi moves Lam Research, Marvell to top picks in Semi Equipment 10/27/20 Deutsche Bank Amkor Technology price target raised to $16 from $14 at Deutsche Bank 10/19/20 Citi Citi opens 'positive catalyst watches' on Entegris, Amkor Technology CCMP CMC Materials $167.54 / -1.05 (-0.62%) 01/25/21 Citi CMC Materials price target raised to $150 from $140 at Citi 01/18/21 Goldman Sachs CMC Materials upgraded to Neutral from Sell at Goldman Sachs 11/13/20 Fly Intel: Top five analyst downgrades 11/13/20 Loop Capital CMC Materials price target lowered to $170 from $187 at Loop Capital NVDA MRVL LRCX KLAC IIVI ENTG CCMP AMKR NVDA Nvidia $548.55 / -5.91 (-1.07%) 11/18/20 Nvidia sees Q4 revenue $4.8B +/- 2%, consensus $4.42B 11/18/20 Nvidia reports Q3 EPS $2.91, consensus $2.57 11/18/20 Notable companies reporting after market close 08/19/20 Nvidia sees Q3 revenue $4.4B, plus or minus 2%, consensus $3.97B MRVL Marvell $52.59 / -0.88 (-1.65%) 12/03/20 Marvell sees Q4 adjusted EPS 25c-33c, consensus 29c 12/03/20 Marvell reports Q3 adjusted EPS 25c, consensus 25c 10/29/20 Marvell sees Q3 revenue $750M +/- 2%, consensus $750.97M 08/27/20 Marvell sees Q3 adjusted EPS 22c-28c, consensus 25c LRCX Lam Research $563.92 / -0.27 (-0.05%) 10/21/20 Lam Research sees Q2 EPS $5.60, +/- 40c, consensus $5.16 10/21/20 Lam Research reports Q1 EPS $5.67, consensus $5.19 10/21/20 Notable companies reporting after market close 07/29/20 Lam Research sees Q3 EPS $5.15 +/- 40c, consensus $4.14 KLAC KLA Corp. $305.02 / -0.26 (-0.09%) 10/28/20 KLA Corp. sees Q2 adjusted EPS $2.82-$3.46, consensus $2.80 10/28/20 KLA Corp. reports Q1 adjusted EPS $3.03, consensus $2.77 08/03/20 KLA Corp. sees Q1 adjusted EPS $2.42-$3.06, consensus $2.29 08/03/20 KLA Corp. reports Q4 adjusted EPS $2.73, consensus $2.41 IIVI II-VI $93.86 / +0.58 (+0.62%) 11/05/20 II-VI sees Q2 non-GAAP EPS 86c-95c, consensus 63c 11/05/20 II-VI reports Q1 non-GAAP EPS 84c, consensus 55c 11/04/20 Notable companies reporting before tomorrow's open ENTG Entegris $112.32 / -1.21 (-1.07%) 10/22/20 Entegris sees Q4 non-GAAP EPS 62c-67c, consensus 61c 10/22/20 Entegris reports Q3 non-GAAP EPS 67c, consensus 63c CCMP CMC Materials $167.54 / -1.05 (-0.62%) 11/11/20 CMC Materials sees FY21 adjusted EBITDA $358M-$385M 11/11/20 CMC Materials reports Q4 adjusted EPS $1.96, consensus $1.70 08/05/20 Cabot Microelectronics sees FY20 adjusted EBITDA $357M-$362M 08/05/20 Cabot Microelectronics sees Q4 revenue up low single digits, consensus $276.34M AMKR Amkor Technology $18.46 / -0.02 (-0.11%) 10/26/20 Amkor Technology sees FY20 CapEx roughly $550M 10/26/20 Amkor Technology sees Q4 EPS 28c-47c, two estimates 23c 10/26/20 Amkor Technology reports Q3 EPS 38c, two estimates 26c 07/27/20 Amkor Technology sees Q3 EPS 17c-35c, two estimates 13c 02 Jul NVDA MRVL LRCX IIVI NVDA Nvidia $548.55 / -5.91 (-1.07%) 01/16/21 Intel rebound will still take time, Barron's says 12/20/20 Chip makers under threat from big tech companies, WSJ reports 12/11/20 Samsung seeing yield issues for 8nm process, DigiTimes reports 12/08/20 Intel, Nvidia asked about tech sale to China used against Uighurs, Reuters says MRVL Marvell $52.59 / -0.88 (-1.65%) 10/29/20 Marvell near deal to acquire Inphi for about $10B, WSJ reports 09/03/20 China plans domestic semiconductor overhaul in Trump retaliation, Bloomberg says 08/13/20 Intel unveils transistor technology to boost chip performance, Reuters says LRCX Lam Research $563.92 / -0.27 (-0.05%) 09/28/20 SMIC, China's biggest chipmaker, facing U.S. sanctions, FT reports IIVI II-VI $93.86 / +0.58 (+0.62%) 12/18/20 II-VI to enter supply chain for Apple's next-gen iPhones, DigiTimes reports 12/03/20 U.S. in talks with Huawei CFO to settle charges, WSJ reports 11/23/20 U.K. considers Huawei installation ban in 2021, Bloomberg says 11/23/20 U.K. considers Huawei installation ban in 2021, Bloomberg says NVDA MRVL LRCX KLAC IIVI AMKR NVDA Nvidia $548.55 / -5.91 (-1.07%) 01/22/21 The Intersection: Crypto and Wall Street This Week 01/16/21 Charged: NIO unveils new sedan, Plug partners with Renault 01/15/21 The Intersection: Crypto and Wall Street This Week 01/11/21 NIO jumps after unveiling new luxury sedan to rival Tesla MRVL Marvell $52.59 / -0.88 (-1.65%) 01/12/21 On, Lumentum seen among top semiconductors takeout candidates for 2021 12/28/20 Fly Insider:180 Degree Capital, AMC among week's notable insider trades 12/04/20 Fly Intel: Wall Street's top stories for Friday 12/04/20 Fly Intel: Wall Street's top stories at midday LRCX Lam Research $563.92 / -0.27 (-0.05%) 12/28/20 Kinnate initiations, Nikola target change among today's top calls on Wall Street 07/29/20 Fly Intel: After-Hours Movers KLAC KLA Corp. $305.02 / -0.26 (-0.09%) 08/03/20 Fly Intel: After-Hours Movers IIVI II-VI $93.86 / +0.58 (+0.62%) 11/05/20 Fly Intel: Pre-market Movers AMKR Amkor Technology $18.46 / -0.02 (-0.11%) 12/07/20 Fly Insider: Foot Locker, Alexion among weeks notable insider trades 10/27/20 Fly Intel: Wall Street's top stories for Tuesday 10/27/20 Fly Intel: Wall Street's top stories at midday 07/27/20 Fly Intel: After-Hours Movers 02/11/21 Technology & Internet Virtual Conference 03/15/21 33rd Annual Roth Virtual Conference 01/27/21 Lam Research - LRCX 02/02/21 Entegris - ENTG 02/03/21 KLA Corp. - KLAC 02/04/21 CMC Materials - CCMP 02/08/21 Amkor Technology - AMKR 03/03/21 CMC Materials Inc NVDA MRVL LRCX KLAC AMKR NVDA Nvidia $548.55 / -5.91 (-1.07%) 01/11/21 Early notable gainers among liquid option names on January 11th 11/18/20 NVIDIA options imply 8.0% move in share price post-earnings 11/04/20 NVIDIA call buyer realizes 8% same-day gains 10/06/20 Early notable gainers among liquid option names on October 6th MRVL Marvell $52.59 / -0.88 (-1.65%) 12/21/20 Unusual call flow in option market yesterday 12/18/20 Call Seller in Marvell exits Dec trade for 97% loss 12/17/20 Marvell call volume above normal and directionally bullish 12/03/20 Marvell options imply 7.5% move in share price post-earnings LRCX Lam Research $563.92 / -0.27 (-0.05%) 11/27/20 Early notable gainers among liquid option names on November 27th 10/06/20 Lam Research call volume above normal and directionally bullish 09/24/20 Early notable gainers among liquid option names on September 24th 09/02/20 Lam Research call volume above normal and directionally bullish KLAC KLA Corp. $305.02 / -0.26 (-0.09%) 01/14/21 Early notable gainers among liquid option names on January 14th 12/24/20 Early notable gainers among liquid option names on December 24th AMKR Amkor Technology $18.46 / -0.02 (-0.11%) 07/27/20 Amkor Technology options imply 15.1% move in share price post-earnings
Recommendations	Amkor Technology price target raised to $13 from $11.40 at Citi » 06:28 01/25/21 01/25 06:28 01/25/21 06:28 AMKR Amkor Technology / + Citi analyst Atif Malik… Citi analyst Atif Malik raised the firm's price target on Amkor Technology to $13 from $11.40 and keeps a Sell rating on the shares. The analyst updated estimates and price targets across semiconductor equipment and components to align with Citi's updated wafer fab equipment estimates and expanded multiples driven by "strong" near term capex spend. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options AMKR Amkor Technology / + 07/27/20 Amkor Technology up over 9% at $14.90 per share after Q2 results and Q3 guidance AMKR Amkor Technology / + 11/19/20 Citi Citi moves Lam Research, Marvell to top picks in Semi Equipment 10/27/20 Deutsche Bank Amkor Technology price target raised to $16 from $14 at Deutsche Bank 10/19/20 Citi Citi opens 'positive catalyst watches' on Entegris, Amkor Technology 09/25/20 Citi KLA on top, Amkor at bottom of Citi's Semiconductor rankings AMKR Amkor Technology / + 10/26/20 Amkor Technology sees FY20 CapEx roughly $550M 10/26/20 Amkor Technology sees Q4 EPS 28c-47c, two estimates 23c 10/26/20 Amkor Technology reports Q3 EPS 38c, two estimates 26c 07/27/20 Amkor Technology sees Q3 EPS 17c-35c, two estimates 13c AMKR Amkor Technology / + 12/07/20 Fly Insider: Foot Locker, Alexion among weeks notable insider trades 10/27/20 Fly Intel: Wall Street's top stories for Tuesday 10/27/20 Fly Intel: Wall Street's top stories at midday 07/27/20 Fly Intel: After-Hours Movers 02/08/21 Amkor Technology - AMKR AMKR Amkor Technology / + 07/27/20 Amkor Technology options imply 15.1% move in share price post-earnings

Friday
Conference/Events	HP Enterprise participates in a conference call hosted by Oppenheimer » 09:25 01/22/21 01/22 09:25 01/22/21 09:25 HPE HP Enterprise $12.26 / -0.08 (-0.65%) Oppenheimer holds a… Oppenheimer holds a conference call with President & CEO Neri on January 22 at 10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options HPE HP Enterprise $12.26 / -0.08 (-0.65%) 12/08/20 Verizon expands SD WAN portfolio with Silver Peak 12/01/20 HP Enterprise to relocate headquarters to Houston, Texas 11/17/20 Zuora announces Paul Heard as chief information officer 11/12/20 Zscaler appoints Chris Kozup as CMO HPE HP Enterprise $12.26 / -0.08 (-0.65%) 01/15/21 Fly Intel: Top five analyst upgrades 01/15/21 JPMorgan JPMorgan upgrades 'good contrarian long trade' HP Enterprise to Overweight 01/15/21 JPMorgan HP Enterprise upgraded to Overweight from Neutral at JPMorgan 12/16/20 Morgan Stanley HP Enterprise price target raised to $13.50 from $13 at Morgan Stanley HPE HP Enterprise $12.26 / -0.08 (-0.65%) 12/01/20 HP Enterprise sees Q1 revenue down mid-single digits from Q4 12/01/20 HP Enterprise sees FY21 adjusted EPS $1.60-$1.78, consensus $1.54 12/01/20 HP Enterprise sees Q1 adjusted EPS 40c-44c, consensus 35c 12/01/20 HP Enterprise reports Q4 adjusted EPS 37c, consensus 34c HPE HP Enterprise $12.26 / -0.08 (-0.65%) 08/15/20 Cisco earnings showing tech stock not immune to COVID, Barron's says HPE HP Enterprise $12.26 / -0.08 (-0.65%) 12/02/20 Fly Intel: Wall Street's top stories for Wednesday 12/02/20 Fly Intel: Wall Street's top stories at midday 12/01/20 Fly Intel: After-Hours Movers 10/16/20 Fly Intel: Wall Street's top stories for Friday 01/22/21 HP Enterprise - HPE 01/28/21 HP Enterprise - HPE HPE HP Enterprise $12.26 / -0.08 (-0.65%) 12/01/20 Hewlett Packard Enterprise options imply 9.8% move in share price post-earnings 11/10/20 Hewlett Packard Enterprise put volume heavy and directionally bearish 10/14/20 Hewlett Packard Enterprise call volume above normal and directionally bullish 09/29/20 Hewlett Packard Enterprise put volume heavy and directionally bearish
Hot Stocks	Cloudflare announces Project Fair Shot for COVID-19 vaccine distribution » 09:07 01/22/21 01/22 09:07 01/22/21 09:07 NET Cloudflare $82.98 / -0.54 (-0.65%) Cloudflare announced… Cloudflare announced Project Fair Shot to offer a free and fair way for vaccine distributors around the world to use digital queues to safely scale their efforts. Project Fair Shot will enable any government, municipality, hospital, pharmacy, or other organization facilitating the distribution of the COVID-19 vaccine access to Cloudflare Waiting Room, a transparent digital queue that sits in front of any registration website for people to know where they stand in line to sign up for a vaccine without leaving home. By relying on Cloudflare's global infrastructure, Project Fair Shot can scale regardless of demand without requiring organizations to dedicate limited IT resources to code changes. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options NET Cloudflare $82.98 / -0.54 (-0.65%) 10/12/20 Cloudflare spikes higher after announcing Cloudflare One NET Cloudflare $82.98 / -0.54 (-0.65%) 01/21/21 Oppenheimer Fastly upgraded to Outperform at Oppenheimer 01/19/21 RBC Capital Cloudflare price target raised to $85 from $70 at RBC Capital 12/15/20 BTIG BTIG raises price targets on select security and software applications names 12/09/20 JPMorgan Cloudflare downgraded to Neutral from Overweight at JPMorgan NET Cloudflare $82.98 / -0.54 (-0.65%) 11/05/20 Cloudflare raises FY20 adj. EPS view to (13c)-(12c) from (18c)-(17c) 11/05/20 Cloudflare sees Q4 adjusted EPS (4c)-(3c), consensus (5c) 11/05/20 Cloudflare reports Q3 adjusted EPS (2c), consensus (5c) 11/05/20 Notable companies reporting after market close NET Cloudflare $82.98 / -0.54 (-0.65%) 12/08/20 Cloudflare, Fastly working with Apple to create Oblivious DNS, AppleInsider says 09/01/20 Hackers test security of Trump campaign sites ahead of election, Reuters says NET Cloudflare $82.98 / -0.54 (-0.65%) 12/09/20 JPMorgan downgrades Zoom, upgrades Autodesk in software ratings shakeup 12/08/20 Fastly jumps after report of DNS work with Apple 11/06/20 Fly Intel: Pre-market Movers 11/05/20 Fly Intel: After-Hours Movers 02/11/21 Cloudflare - NET 02/12/21 Cloudflare, Inc. NET Cloudflare $82.98 / -0.54 (-0.65%) 01/08/21 Cloudflare call volume above normal and directionally bullish 12/24/20 Cloudflare call volume above normal and directionally bullish 12/18/20 Cloudflare call volume above normal and directionally bullish 12/14/20 Cloudflare call volume above normal and directionally bullish

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