Breaking News

Yesterday Show Full Stories X To view all stories in expanded form, please subscribe. Get Free Trial Send Info
Periodicals	SBA, Equinix among names to buy in year of digital infrastructure, Barron's says » 10:21 01/23/21 01/23 10:21 01/23/21 10:21 CCI Crown Castle $159.00 / -0.56 (-0.35%) , SBAC SBA Communications $272.79 / +0.06 (+0.02%) , COR CoreSite Realty $129.53 / +3.26 (+2.58%) , EQIX Equinix $720.84 / +0.76 (+0.11%) Soaring demand for… Soaring demand for bandwidth and the rollout of 5G helped propel tech stocks higher in 2020. So it's surprising that cell towers and data centers-two of the industries tied to those themes-aren't winning much love with investors, Daren Fonda writes in this week's edition of Barron's. After underperforming the market, Crown Castle (CCI), SBA Communications (SBAC), CoreSite Realty (COR) and Equinix (EQIX) should catch up and provide solid returns in the year to come, the author argues. Reference Link ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events EQIX COR CCI EQIX Equinix $720.84 / +0.76 (+0.11%) 11/25/20 Equinix invests $55M in third data center in Osaka 11/17/20 Equinix invests $200M in Washington, D.C. area data center expansions 10/19/20 EllaLink, Equinix partner for data centers in Madrid, Sao Paulo 10/05/20 Equinix, Omantel open new International Business Exchange data center in Barka COR CoreSite Realty $129.53 / +3.26 (+2.58%) 12/01/20 CoreSite expands in LA with opening of LA3 data center 09/09/20 CoreSite Realty announces MOU supporting new data center development in Chicago 08/03/20 CoreSite Realty announces sale of 230,172 share affiliated with Carlyle Group CCI Crown Castle $159.00 / -0.56 (-0.35%) 12/18/20 Crown Castle releases 2019 corporate sustainability report 11/16/20 Dish signs multiyear anchor tenant tower agreement with Crown Castle 11/09/20 Crown Castle names Chris Levendos as COO - Fiber, effective December 1 10/22/20 Crown Castle increases common stock dividend 11% to $1.33 per share CCI SBAC COR EQIX CCI Crown Castle $159.00 / -0.56 (-0.35%) 01/14/21 Citi Crown Castle upgraded to Buy from Neutral at Citi 01/11/21 BofA BofA US 1 List changes 01/04/21 LightShed Partners Crown Castle initiated with a Buy at LightShed Partners 12/11/20 Deutsche Bank Crown Castle upgraded to Buy from Hold at Deutsche Bank SBAC SBA Communications $272.79 / +0.06 (+0.02%) 01/15/21 Barclays SBA Communications upgraded to Overweight from Equal Weight at Barclays 01/04/21 LightShed Partners SBA Communications initiated with a Buy at LightShed Partners 12/22/20 Deutsche Bank SBA Communications price target lowered to $335 from $355 at Deutsche Bank COR CoreSite Realty $129.53 / +3.26 (+2.58%) 01/06/21 Credit Suisse Credit Suisse upgrades CoreSite Realty on 'robust' enterprise demand 01/06/21 Credit Suisse CoreSite Realty upgraded to Outperform from Neutral at Credit Suisse 12/10/20 Wells Fargo Wells Fargo downgrades CoreSite Realty to Underweight on relative value 12/10/20 Wells Fargo CoreSite Realty downgraded to Underweight from Equal Weight at Wells Fargo EQIX Equinix $720.84 / +0.76 (+0.11%) 01/19/21 Raymond James Equinix upgraded to Strong Buy from Outperform at Raymond James 01/19/21 Raymond James Equinix upgraded to Strong Buy from Outperform at Raymond James 12/03/20 Mizuho Mizuho initiates data center REIT sector with positive outlook 12/02/20 Mizuho Equinix initiated with a Buy at Mizuho SBAC EQIX COR CCI SBAC SBA Communications $272.79 / +0.06 (+0.02%) 11/02/20 SBA Communications raises FY20 AFFO view to $9.27-$9.50 from $8.94-$9.33 11/02/20 SBA Communications reports Q3 AFFO $2.38, consensus $2.32 08/03/20 SBA Communications sees FY20 AFFO $8.94-$9.33, consensus $9.25 08/03/20 SBA Communications reports Q2 AFFO $2.29, consensus $2.23 EQIX Equinix $720.84 / +0.76 (+0.11%) 10/28/20 Equinix narrows FY20 adjusted FFO view to $24.38-$24.61 from $23.87-$24.67 10/28/20 Equinix sees Q4 revenue $1.55B-$1.57B, consensus $1.55B 10/28/20 Equinix reports Q3 adjusted FFO $6.48, consensus $6.03 07/29/20 Equinix sees Q3 revenue $1.49B-$1.51B, consensus $1.5B COR CoreSite Realty $129.53 / +3.26 (+2.58%) 07/30/20 CoreSite Realty raises 2020 FFO view to $5.15-$5.25 from $5.10-$5.20 07/30/20 CoreSite Realty reports Q2 EPS $1.35, consensus $1.28 CCI Crown Castle $159.00 / -0.56 (-0.35%) 10/21/20 Crown Castle sees FY21 AFFO $6.64-$6.74, consensus $6.75 10/21/20 Crown Castle sees FY20 AFFO $6.07-$6.11, consensus $6.04 10/21/20 Crown Castle reports Q3 AFFO $1.56, consensus $1.55 07/29/20 Crown Castle reports Q2 FFO $1.35, consensus $1.47 29 May 12 May 05 May CCI CCI Crown Castle $159.00 / -0.56 (-0.35%) 08/26/20 Digital Colony expresses interest in Crown Castle's fiber unit, Reuters says 08/17/20 Crown Castle tells Bloomberg open to value creating opportunities CCI CCI Crown Castle $159.00 / -0.56 (-0.35%) 12/14/20 Fly Insider: Molecular Templates, AMD among notable insider trades 01/28/21 Crown Castle - CCI 02/04/21 CoreSite Realty - COR 02/10/21 Equinix - EQIX

Tuesday
Upgrade	Equinix upgraded to Strong Buy from Outperform at Raymond James » 09:01 01/19/21 01/19 09:01 01/19/21 09:01 EQIX Equinix $707.60 / +17.63 (+2.56%) Raymond James analyst… Raymond James analyst Frank Louthan upgraded Equinix to Strong Buy from Outperform with an $835 price target. The ongoing digitalization story continues to bode well for the company, Louthan tells investors in a research note. The analyst says Equinix remains the industry leader, with a relatively less levered balance sheet than REIT peers, investment grade debt ratings, balanced hyperscale deployments, and higher exposure to critical telecommunications infrastructure, all of which should continue to make Equinix resilient to future market dislocations and help it benefit from corporate refocus on telecom and data infrastructure preparedness. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Events EQIX Equinix $707.60 / +17.63 (+2.56%) 11/25/20 Equinix invests $55M in third data center in Osaka 11/17/20 Equinix invests $200M in Washington, D.C. area data center expansions 10/19/20 EllaLink, Equinix partner for data centers in Madrid, Sao Paulo 10/05/20 Equinix, Omantel open new International Business Exchange data center in Barka EQIX Equinix $707.60 / +17.63 (+2.56%) 01/19/21 Raymond James Equinix upgraded to Strong Buy from Outperform at Raymond James 12/03/20 Mizuho Mizuho initiates data center REIT sector with positive outlook 12/02/20 Mizuho Equinix initiated with a Buy at Mizuho 11/03/20 RBC Capital Equinix price target lowered to $825 from $845 at RBC Capital EQIX Equinix $707.60 / +17.63 (+2.56%) 10/28/20 Equinix narrows FY20 adjusted FFO view to $24.38-$24.61 from $23.87-$24.67 10/28/20 Equinix sees Q4 revenue $1.55B-$1.57B, consensus $1.55B 10/28/20 Equinix reports Q3 adjusted FFO $6.48, consensus $6.03 07/29/20 Equinix sees Q3 revenue $1.49B-$1.51B, consensus $1.5B 12 May 02/10/21 Equinix - EQIX
Upgrade	Equinix upgraded to Strong Buy from Outperform at Raymond James » 04:47 01/19/21 01/19 04:47 01/19/21 04:47 EQIX Equinix $707.60 / +17.63 (+2.56%) Raymond James analyst… Raymond James analyst Frank Louthan upgraded Equinix to Strong Buy from Outperform with an unchanged price target of $835. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Events EQIX Equinix $707.60 / +17.63 (+2.56%) 11/25/20 Equinix invests $55M in third data center in Osaka 11/17/20 Equinix invests $200M in Washington, D.C. area data center expansions 10/19/20 EllaLink, Equinix partner for data centers in Madrid, Sao Paulo 10/05/20 Equinix, Omantel open new International Business Exchange data center in Barka EQIX Equinix $707.60 / +17.63 (+2.56%) 12/03/20 Mizuho Mizuho initiates data center REIT sector with positive outlook 12/02/20 Mizuho Equinix initiated with a Buy at Mizuho 11/03/20 RBC Capital Equinix price target lowered to $825 from $845 at RBC Capital 10/29/20 Wells Fargo Equinix price target lowered to $825 from $840 at Wells Fargo EQIX Equinix $707.60 / +17.63 (+2.56%) 10/28/20 Equinix narrows FY20 adjusted FFO view to $24.38-$24.61 from $23.87-$24.67 10/28/20 Equinix sees Q4 revenue $1.55B-$1.57B, consensus $1.55B 10/28/20 Equinix reports Q3 adjusted FFO $6.48, consensus $6.03 07/29/20 Equinix sees Q3 revenue $1.49B-$1.51B, consensus $1.5B 12 May 02/10/21 Equinix - EQIX

Over a month ago
Conference/Events	UBS to hold a virtual conference » 04:55 12/09/20 12/09 04:55 12/09/20 04:55 TTWO Take-Two $183.66 / +0.2 (+0.11%) , VRNS Varonis $132.63 / +5.02 (+3.93%) , CONE CyrusOne $68.75 / +0.2 (+0.29%) , NVDA Nvidia $533.99 / -10.3 (-1.89%) , DOCU DocuSign $234.63 / +2.07 (+0.89%) , ZEN Zendesk $135.22 / +0.315 (+0.23%) , CHTR Charter $662.92 / -17.81 (-2.62%) , CCOI Cogent $57.27 / -0.25 (-0.43%) , ZS Zscaler $184.60 / +6.45 (+3.62%) , MTZ MasTec $64.27 / +1.56 (+2.49%) , INTC Intel $50.69 / +0.47 (+0.94%) , LUMN Lumen $10.29 / +0.42 (+4.26%) , ANET Arista Networks $283.80 / +8.07 (+2.93%) , ZI ZoomInfo $41.75 / -2.05 (-4.68%) , AMBA Ambarella $89.49 / -1 (-1.11%) , CYBR CyberArk $113.26 / +1.34 (+1.20%) , DESP Despegar.com $11.88 / -0.295 (-2.42%) , DOMO Domo $44.52 / -0.77 (-1.70%) , HHR HeadHunter $25.83 / +1.01 (+4.07%) , NWS News Corp $18.44 / -0.03 (-0.16%) , REA American Real Estate Investment 163 $0.00 / + (+0.00%) Global TMT Virtual… Global TMT Virtual Conference will be held on December 7-9 with webcasted company presentations to begin on December 7 at 11:10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZS ZI ZEN TTWO NWS NVDA LUMN INTC HHR DOCU DESP CYBR CONE CHTR CCOI ANET AMBA ZS Zscaler $184.60 / +6.45 (+3.62%) 11/12/20 Zscaler appoints Chris Kozup as CMO 09/30/20 Zscaler director sells 20K shares of common stock 09/29/20 JFrog appoints Micheline Nijmeh as chief marketing officer 09/29/20 Zscaler, VMware announce extension of strategic partnership ZI ZoomInfo $41.75 / -2.05 (-4.68%) 11/05/20 ZoomInfo acquires EverString to expand Its breadth of company and contact data 10/15/20 ZoomInfo acquires Clickagy 08/14/20 Tiger Global takes stake in ZoomInfo during Q2, exits iQIYI ZEN Zendesk $135.22 / +0.315 (+0.23%) 11/10/20 Zendesk says chosen as 'one of WhatsApp's first core solution providers' 06/10/20 Zendesk COO John Keiser steps down 06/10/20 Fluent partners with Zendesk for consumer experience TTWO Take-Two $183.66 / +0.2 (+0.11%) 12/02/20 Digital game spending on Black Friday, Cyber Monday falls 10%, says SuperData 11/30/20 4 out of 5 U.S. consumers have played a video game in past 6 months, says NPD 11/24/20 Red Dead Online to launch as standalone game December 1 11/16/20 Take-Two CEO sells 20K shares of common stock NWS News Corp $18.44 / -0.03 (-0.16%) 11/25/20 News Corp. CEO says 'clearly no market logic' to bid size for Simon & Schuster 10/01/20 News Corp 'applauds Google's recognition of a premium for premium journalism' 09/17/20 News Corp. announces plans to close Bronx printing plant NVDA Nvidia $533.99 / -10.3 (-1.89%) 12/02/20 AWS partnering with Nvidia and Ambarella to enable AWS Panorama Device SDK 12/01/20 Amazon announces 'multiple new compute innovations' at AWS re:Invent 12/01/20 Nvidia debuts GeForce RTX 3060 family 11/19/20 Nvidia, Epic Games to enable 'touch-friendly' version of Fortnite for Apple iOS LUMN Lumen $10.29 / +0.42 (+4.26%) 11/25/20 Lumen extends expiration date of its NOL Rights Plan 11/23/20 Lumen, Zoom Video expand partnership 11/10/20 Lumen wins place as provider of U.S. Department 11/04/20 Lumen sees 2020 net cash interest $1.62B-$1.65B vs. $1.65B-$1.7B prior INTC Intel $50.69 / +0.47 (+0.94%) 12/02/20 AWS announces EC2 instances leveraging up to eight Habana Gaudi accelerators 12/02/20 Intel CEO says will continue to invest in next-gen manufacturing 11/30/20 Intel announces collaboration with Google on hybrid and multi-cloud deployment HHR HeadHunter $25.83 / +1.01 (+4.07%) 11/24/20 HeadHunter to acquire Zarplata for RUB3.5B in cash 07/13/20 HeadHunter board approves secondary listing of ADSs on Moscow Exchange DOCU DocuSign $234.63 / +2.07 (+0.89%) 12/03/20 DocuSign jumps 7% to $247.88 after Q3 results beat estimates 11/16/20 Lone Pine buys Square, exits Visa in Q3 09/30/20 DocuSign CEO: We're not concentrated in any one vertical 09/22/20 DocuSign director Salem sells over $9.5M in shares DESP Despegar.com $11.88 / -0.295 (-2.42%) 11/12/20 Despegar.com achieves cost savings goal 08/21/20 Despegar.com announces $50M investment by Waha Capital 08/21/20 Despegar.com announces $150M investment by L Catterton 08/21/20 Despegar.com acquires 84% stake in Koin online payment platform for $4M CYBR CyberArk $113.26 / +1.34 (+1.20%) 09/22/20 CyberArk now available on Microsoft Azure Marketplace CONE CyrusOne $68.75 / +0.2 (+0.29%) 12/01/20 CyrusOne launches Google Cloud direct connect offering 10/12/20 UDR appoints CyrusOne CFO Diane Morefield to its board 10/08/20 CyrusOne names Katherine Motlagh CFO 09/02/20 CyrusOne names John Hatem COO, says Chief Technology Officer Kevin Timmons left CHTR Charter $662.92 / -17.81 (-2.62%) 10/30/20 Charter reports Q3 adjusted EBITDA $4.6B, up 13.6% y/y 10/30/20 Charter reports Q3 free cash flow of $1.8B vs. $1.3B a year ago 10/30/20 Charter says Q3 total residential, SMB Internet customers up by 537,000 09/02/20 FCC announces winning bidders of 3.5GHz band auction CCOI Cogent $57.27 / -0.25 (-0.43%) 11/05/20 Cogent increases dividend 3.5% to 73c per share ANET Arista Networks $283.80 / +8.07 (+2.93%) 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 AMBA Ambarella $89.49 / -1 (-1.11%) 12/01/20 Ambarella CTO sells 20K shares of common stock 11/23/20 Ambarella jumps 6% to $70.39 after Q3 results top estimates 11/17/20 Eyesight, Ambarella expand partnership for aftermaket fleet industry TTWO VRNS CONE NVDA DOCU ZEN CHTR CCOI ZS MTZ INTC LUMN ANET ZI AMBA CYBR DESP DOMO HHR NWS REA TTWO Take-Two $183.66 / +0.2 (+0.11%) 11/16/20 Evercore ISI Take-Two initiated with an Outperform at Evercore ISI 11/12/20 Piper Sandler Take-Two acquisition of Codemasters expensive, says Piper Sandler 11/11/20 Truist Electronic Arts price target lowered to $138 from $153 at Truist 11/10/20 Truist Take-Two price target raised to $175 from $170 at Truist VRNS Varonis $132.63 / +5.02 (+3.93%) 10/27/20 Wedbush Varonis price target raised to $160 from $150 at Wedbush 10/27/20 Stifel Varonis price target raised to $130 from $110 at Stifel 10/27/20 Craig-Hallum Varonis upgraded to Buy at Craig-Hallum following quarterly results 10/27/20 Needham Varonis price target raised to $160 from $135 at Needham CONE CyrusOne $68.75 / +0.2 (+0.29%) 12/03/20 Mizuho Mizuho initiates data center REIT sector with positive outlook 12/02/20 Mizuho CyrusOne initiated with a Neutral at Mizuho 11/02/20 Deutsche Bank CyrusOne price target lowered to $80 from $88 at Deutsche Bank 09/23/20 Deutsche Bank CyrusOne valuation discount to peers unwarranted, says Deutsche Bank NVDA Nvidia $533.99 / -10.3 (-1.89%) 11/19/20 Truist Nvidia price target raised to $643 from $623 at Truist 11/19/20 New Street New Street keeps $400 target on Nvidia, says cycles will peak soon 11/19/20 Craig-Hallum Nvidia price target raised to $520 from $500 at Craig-Hallum 11/19/20 Raymond James Nvidia price target raised to $600 from $550 at Raymond James DOCU DocuSign $234.63 / +2.07 (+0.89%) 12/04/20 Needham DocuSign price target raised to $275 from $240 at Needham 12/04/20 RBC Capital DocuSign price target raised to $325 from $275 at RBC Capital 12/04/20 Deutsche Bank DocuSign price target raised to $235 from $225 at Deutsche Bank 12/04/20 Citi DocuSign price target raised to $282 from $257 at Citi ZEN Zendesk $135.22 / +0.315 (+0.23%) 10/30/20 Canaccord Zendesk price target raised to $130 from $115 at Canaccord 10/30/20 Wells Fargo Zendesk price target raised to $165 from $120 at Wells Fargo 10/30/20 JMP Securities Zendesk price target raised to $143 from $125 at JMP Securities 10/30/20 Stifel Zendesk upgraded to Buy on digital transformation 'wave' at Stifel CHTR Charter $662.92 / -17.81 (-2.62%) 11/16/20 BofA Berry Global, Charter, Spunk & UPS removed from US 1 List at BofA 11/02/20 Rosenblatt Charter price target raised to $750 from $700 at Rosenblatt 11/02/20 Truist Charter price target raised to $700 from $650 at Truist 10/28/20 Benchmark Charter price target raised to $725 from $640 at Benchmark CCOI Cogent $57.27 / -0.25 (-0.43%) 11/17/20 RBC Capital Cogent price target lowered to $70 from $79 at RBC Capital 11/04/20 Citi Cogent price target lowered to $75 from $89 at Citi 10/16/20 Credit Suisse Cogent downgraded on 'subdued' customer growth at Credit Suisse 10/16/20 Credit Suisse Cogent downgraded to Neutral from Outperform at Credit Suisse ZS Zscaler $184.60 / +6.45 (+3.62%) 12/03/20 Loop Capital Zscaler price target raised to $215 from $170 at Loop Capital 12/03/20 Credit Suisse Zscaler price target raised to $175 from $160 at Credit Suisse 12/03/20 Wedbush Zscaler price target raised to $185 from $175 at Wedbush 12/03/20 DA Davidson Zscaler price target raised to $185 from $155 at DA Davidson MTZ MasTec $64.27 / +1.56 (+2.49%) 11/20/20 KeyBanc MasTec price target raised to $66 from $56 at KeyBanc 11/02/20 DA Davidson MasTec price target raised to $58 from $50 at DA Davidson 11/02/20 B. Riley Securities MasTec price target raised to $68 from $57 at B. Riley Securities 11/02/20 Credit Suisse MasTec price target raised to $62 from $54 at Credit Suisse INTC Intel $50.69 / +0.47 (+0.94%) 11/23/20 Mizuho Micron price target raised to $70 from $56 at Mizuho 11/13/20 Morgan Stanley Few weeks delay of Ice Lake shouldn't be major Intel issue, says Morgan Stanley 11/13/20 Mizuho Intel checks show Ice Lake delay not as bad as feared, says Mizuho 11/11/20 Credit Suisse Credit Suisse likes move to Apple silicon on Mac, unified product portfolio LUMN Lumen $10.29 / +0.42 (+4.26%) 11/05/20 Oppenheimer Lumen upgraded to Outperform from Perform at Oppenheimer ANET Arista Networks $283.80 / +8.07 (+2.93%) 12/08/20 UBS Arista Networks price target raised to $308 from $260 at UBS 11/18/20 Evercore ISI Arista Networks upgraded to Outperform from In Line at Evercore ISI 11/03/20 FBN Securities Arista Networks price target raised to $300 from $275 at FBN Securities 11/03/20 Wells Fargo Arista Networks price target raised to $240 from $230 at Wells Fargo ZI ZoomInfo $41.75 / -2.05 (-4.68%) 11/19/20 Fly Intel: Top five analyst upgrades 11/19/20 Morgan Stanley ZoomInfo upgraded to Overweight from Equal Weight at Morgan Stanley 11/05/20 Lake Street TechTarget price target raised to $51 from $43 at Lake Street 11/05/20 RBC Capital ZoomInfo upgraded to Outperform from Sector Perform at RBC Capital AMBA Ambarella $89.49 / -1 (-1.11%) 12/03/20 Rosenblatt Ambarella price target raised to $100 from $82 at Rosenblatt 12/03/20 Stifel Ambarella price target raised to $90 from $78 at Stifel 11/24/20 Needham Ambarella price target raised to $80 from $63 at Needham 11/24/20 Craig-Hallum Ambarella price target raised to $90 from $75 at Craig-Hallum CYBR CyberArk $113.26 / +1.34 (+1.20%) 11/11/20 DA Davidson CyberArk price target lowered to $100 from $115 at DA Davidson 11/11/20 JPMorgan Market wrong in selling off CyberArk post earnings, says JPMorgan 11/11/20 Mizuho CyberArk price target lowered to $123 from $128 at Mizuho 11/11/20 Barclays CyberArk price target lowered to $118 from $130 at Barclays DESP Despegar.com $11.88 / -0.295 (-2.42%) 11/30/20 Morgan Stanley Despegar.com price target raised to $8 from $7.50 at Morgan Stanley 04/21/20 UBS Despegar.com downgraded to Neutral from Buy at UBS 03/06/20 Citi Citi initiates online travel space with mostly Buy ratings 03/06/20 Citi Despegar.com initiated with a Buy at Citi DOMO Domo $44.52 / -0.77 (-1.70%) 12/04/20 JMP Securities Domo price target raised to $60 from $53 at JMP Securities 09/04/20 Needham Domo price target raised to $61 from $47 at Needham 09/04/20 Cowen Domo price target raised to $50 from $42 at Cowen 09/04/20 Credit Suisse Domo price target raised to $40 from $33 at Credit Suisse HHR HeadHunter $25.83 / +1.01 (+4.07%) 06/23/20 BCS Global HeadHunter downgraded to Sell from Hold at BCS Global 03/11/20 JPMorgan HeadHunter price target lowered to $15 from $16 at JPMorgan NWS News Corp $18.44 / -0.03 (-0.16%) REA American Real Estate Investment 163 $0.00 / + (+0.00%) ZS ZI ZEN VRNS TTWO NWS NVDA MTZ LUMN INTC HHR DOMO DOCU DESP CYBR CONE CHTR CCOI ANET AMBA ZS Zscaler $184.60 / +6.45 (+3.62%) 12/03/20 Zscaler raises FY21 EPS view to 37c-38c from 28c-30c, consensus 31c 12/02/20 Zscaler sees Q2 EPS 7c-8c, consensus 7c 12/02/20 Zscaler reports Q1 EPS 14c, consensus 6c 12/02/20 Notable companies reporting after market close ZI ZoomInfo $41.75 / -2.05 (-4.68%) 11/09/20 ZoomInfo raises FY20 adj. EPS view to 31c-32c from 29c-30c 11/09/20 ZoomInfo sees Q4 adjusted EPS 9c-10c, consensus 9c 11/09/20 ZoomInfo reports Q3 adjusted EPS 11c, consensus 9c 11/09/20 Notable companies reporting after market close ZEN Zendesk $135.22 / +0.315 (+0.23%) 10/29/20 Zendesk sees FY20 revenue $1.02B-$1.025B, consensus $1.01B 10/29/20 Zendesk sees Q4 revenue $274M-$279M, consensus $273.57M 10/29/20 Zendesk reports Q3 adjusted EPS 18c, consensus 11c 10/29/20 Notable companies reporting after market close VRNS Varonis $132.63 / +5.02 (+3.93%) 10/27/20 Varonis reports Q3 non-GAAP EPS 6c, consensus (13c) 10/26/20 Varonis sees Q4 EPS 10c-13c, consensus (2c) 08/03/20 Varonis sees Q3 EPS (14c)-(11c), consensus (16c) 08/03/20 Varonis reports Q2 EPS (77c), consensus (35c) TTWO Take-Two $183.66 / +0.2 (+0.11%) 11/05/20 Take-Two raises FY21 net bookings view to $3.15B-$3.25B from $2.8B-$2.9B 11/05/20 Take-Two reports Q2 GAAP EPS 86c, consensus $1.48 11/05/20 Notable companies reporting after market close 08/03/20 Take-Two raises FY21 EPS view to $3.04-$3.30 from $2.60-$2.85 NWS News Corp $18.44 / -0.03 (-0.16%) 11/05/20 News Corp. reports Q1 adjusted EPS 8c, consensus 0c 08/06/20 News Corp reports Q4 adjusted EPS (3c), consensus (9c) NVDA Nvidia $533.99 / -10.3 (-1.89%) 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 MTZ MasTec $64.27 / +1.56 (+2.49%) 10/29/20 MasTec sees FY20 adjusted EPS $5.00-$5.09, consensus $4.92 10/29/20 MasTec sees Q4 adjusted EPS $1.64-$1.73, consensus $1.72 10/29/20 MasTec reports Q3 adjusted EPS $1.83, consensus $1.68 07/30/20 MasTec sees FY20 adjusted EPS $4.93, consensus $4.63 LUMN Lumen $10.29 / +0.42 (+4.26%) 11/04/20 Lumen reports Q3 EPS ex-items 40c, consensus 30c 11/04/20 Notable companies reporting after market close INTC Intel $50.69 / +0.47 (+0.94%) 10/22/20 Intel sees Q4 adjusted EPS $1.10, consensus $1.06 10/22/20 Intel raises FY20 adjusted EPS view to $4.90 from $4.85, consensus $4.85 10/22/20 Intel reports Q3 adjusted EPS $1.11, consensus $1.10 10/22/20 Notable companies reporting after market close HHR HeadHunter $25.83 / +1.01 (+4.07%) 11/20/20 HeadHunter reports Q3 EPS 13c, consensus 15c 08/27/20 HeadHunter reports Q2 EPS 6c, consensus 13c DOMO Domo $44.52 / -0.77 (-1.70%) 12/03/20 Domo narrows FY21 EPS view to ($1.87)-($1.83) from ($1.91)-($1.83) 12/03/20 Domo sees Q4 adjusted EPS (46c)-(42c), consensus (43c) 12/03/20 Domo reports Q3 adjusted EPS (40c), consensus (44c) 09/03/20 Domo sees FY21 EPS ($1.91) to ($1.83), consensus ($2.03) DOCU DocuSign $234.63 / +2.07 (+0.89%) 12/03/20 DocuSign sees FY21 revenue $1.426B-$1.430B, consensus $1.39B 12/03/20 DocuSign sees Q4 revenue $404M-$408M, consensus $387.34M 12/03/20 DocuSign reports Q3 non-GAAP EPS 22c, consensus 13c 12/03/20 Notable companies reporting after market close DESP Despegar.com $11.88 / -0.295 (-2.42%) 11/12/20 Despegar.com reports Q3 adjusted EPS (35c), consensus (41c) 08/21/20 Despegar.com reports Q2 adj. EPS (31c), consensus (46c) CYBR CyberArk $113.26 / +1.34 (+1.20%) 11/10/20 CyberArk sees Q4 EPS 52c-67c, consensus 63c 11/10/20 CyberArk reports Q3 EPS 31c, consensus 29c 08/04/20 CyberArk sees Q3 EPS 19c-33c, consensus 38c 08/04/20 CyberArk reports Q2 EPS 42c, consensus 27c CONE CyrusOne $68.75 / +0.2 (+0.29%) 10/28/20 CyrusOne raises FY20 normalized FFO view to $3.80-$3.90 from $3.75-$3.90 10/28/20 CyrusOne reports Q3 EPS (32c), consensus (1c) 07/29/20 CyrusOne backs FY normalized FFO view $3.75-$3.90, consensus $3.82 07/29/20 CyrusOne reports Q2 normalized FFO $1.03, consensus 93c CHTR Charter $662.92 / -17.81 (-2.62%) 10/30/20 Charter reports Q3 EPS $3.90, consensus $3.03 10/29/20 Notable companies reporting before tomorrow's open 07/31/20 Charter reports Q2 EPS $3.63, consensus $2.44 CCOI Cogent $57.27 / -0.25 (-0.43%) 11/05/20 Cogent reports Q3 EPS (11c), consensus 22c 08/06/20 Cogent reports Q2 EPS 18c, consensus 23c ANET Arista Networks $283.80 / +8.07 (+2.93%) 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 AMBA Ambarella $89.49 / -1 (-1.11%) 11/24/20 Ambarella sees Q4 revenue $56M-$60M, consensus $52.31M 11/23/20 Ambarella reports Q3 EPS 9c, consensus 5c 09/02/20 Ambarella sees Q3 revenue $52M-$56M, consensus $55.12M 09/02/20 Ambarella reports Q2 EPS 6c, consensus (2c) 02 Dec 20 Aug 16 Jul 04 Jun ZS TTWO NWS NVDA INTC HHR DOCU CONE CHTR ZS Zscaler $184.60 / +6.45 (+3.62%) 09/01/20 Hackers test security of Trump campaign sites ahead of election, Reuters says 06/20/20 Intel, Western Digital among cheap tech stops, Barron's says TTWO Take-Two $183.66 / +0.2 (+0.11%) 10/12/20 Take-Two's Rockstar purchased Ruffian Games, TheGamer says 10/03/20 Videogame stocks about to get another boost, Barron's says 10/01/20 Roblox working with investment banks for U.S. stock market listing, Reuters says 08/11/20 AT&T may not sell Warner Bros. Interactive after all, PCGamer reports NWS News Corp $18.44 / -0.03 (-0.16%) 11/24/20 Bertelsmann in lead to buy Simon & Schuster from ViacomCBS, FT reports 08/20/20 More companies join fight against Apple App Store terms, WSJ says NVDA Nvidia $533.99 / -10.3 (-1.89%) 12/08/20 Intel, Nvidia asked about tech sale to China used against Uighurs, Reuters says 11/24/20 Google has 400 games in development for Stadia, MobileSyrup says 11/24/20 Nvidia to support AMD mobility CPUs for high-end GPUs, WccfTech reports 11/23/20 Intel, Nvidia chips power supercomputing center in China, NY Times reports INTC Intel $50.69 / +0.47 (+0.94%) 12/07/20 Apple working on new series of Mac processors, Bloomberg reports 11/28/20 Apple's new MacBooks delight critics, investors should care too, Barron's says 11/24/20 Intel quietly shuts down AR/VR project Intel Studios, Protocol reports HHR HeadHunter $25.83 / +1.01 (+4.07%) 06/23/20 Putin proposes tax cut for information technology companies, Bloomberg says DOCU DocuSign $234.63 / +2.07 (+0.89%) 08/15/20 Cisco earnings showing tech stock not immune to COVID, Barron's says CONE CyrusOne $68.75 / +0.2 (+0.29%) 07/02/20 CyrusOne seen by industry execs as unlikely to pursue near-term sale, CTFN says 07/02/20 CTFN publishes report on CyrusOne CEO selection implications CHTR Charter $662.92 / -17.81 (-2.62%) 09/01/20 TPG exploring $8B sale of U.S. cable operator Astound, Reuters reports 08/17/20 Court: Charter can charge video sites for network connections, Ars Technica says ZS ZI ZEN VRNS TTWO NWS NVDA LUMN INTC HHR DOMO DOCU CHTR ANET AMBA ZS Zscaler $184.60 / +6.45 (+3.62%) 12/03/20 Fly Intel: Wall Street's top stories for Thursday 12/03/20 Fly Intel: Wall Street's top stories at midday 12/02/20 Fly Intel: After-Hours Movers 09/10/20 Fly Intel: Pre-market Movers ZI ZoomInfo $41.75 / -2.05 (-4.68%) 11/09/20 Fly Intel: After-Hours Movers 09/17/20 CVS initiation, Stitch Fix upgrade among today's top calls on Wall Street 09/17/20 Fly Intel: Pre-market Movers 08/31/20 Fly Insider: Axis Capital, Purple Innovation among week's notable insider trades ZEN Zendesk $135.22 / +0.315 (+0.23%) 10/29/20 Fly Intel: After-Hours Movers 07/30/20 Fly Intel: After-Hours Movers VRNS Varonis $132.63 / +5.02 (+3.93%) 10/27/20 Foot Locker, DocuSign initiations among today's top calls on Wall Street 10/26/20 Fly Intel: After-Hours Movers 08/03/20 Fly Intel: After-Hours Movers TTWO Take-Two $183.66 / +0.2 (+0.11%) 12/08/20 Game On: An exclusive talk with Wedbush's Michael Pachter 12/01/20 Game On: PS5 breaks U.K. launch sales record 11/24/20 Game On: KeyBanc concerned about lack of 'Call of Duty' sales data 11/17/20 Game On: NPD says total U.S. game industry spending continues to break records NWS News Corp $18.44 / -0.03 (-0.16%) 08/25/20 Game On: Apple-Epic legal spat continues as Microsoft's Spencer weighs in 06/23/20 Fly Intel: Wall Street's top stories for Tuesday NVDA Nvidia $533.99 / -10.3 (-1.89%) 12/04/20 The Intersection: Crypto and Wall Street This Week 11/27/20 The Intersection: Crypto and Wall Street This Week 11/20/20 The Intersection: Crypto and Wall Street This Week LUMN Lumen $10.29 / +0.42 (+4.26%) 11/30/20 Fly Intel: What to watch in Zoom Video earnings report INTC Intel $50.69 / +0.47 (+0.94%) 11/02/20 Intel, Cardinal Health upgrades among today's top calls on Wall Street 10/28/20 AMD, Lululemon upgrades among today's top calls on Wall Street 10/25/20 Opening Day: McAfee returns to public market with $740M IPO 10/23/20 Fly Intel: Wall Street's top stories for Friday HHR HeadHunter $25.83 / +1.01 (+4.07%) 11/20/20 Fly Intel: Pre-market Movers DOMO Domo $44.52 / -0.77 (-1.70%) 09/04/20 Fly Intel: Wall Street's top stories for Friday 09/04/20 Fly Intel: Wall Street's top stories at midday 09/04/20 Fly Intel: Pre-market Movers DOCU DocuSign $234.63 / +2.07 (+0.89%) 12/04/20 Fly Intel: Pre-market Movers 12/03/20 Fly Intel: After-Hours Movers 10/14/20 Microsoft resumption, Nio upgrade among top calls on Wall Street CHTR Charter $662.92 / -17.81 (-2.62%) 07/31/20 Fly Intel: Pre-market Movers ANET Arista Networks $283.80 / +8.07 (+2.93%) 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 AMBA Ambarella $89.49 / -1 (-1.11%) 12/07/20 Fly Insider: Foot Locker, Alexion among weeks notable insider trades 11/23/20 Fly Intel: After-Hours Movers 09/02/20 Fly Intel: After-Hours Movers 12/08/20 Technology Investors Virtual Conference 12/09/20 Global Technology, Media & Telecommunications Virtual Conference 12/11/20 Semi-Annual Silicon Valley Virtual Tour 12/14/20 7th Annual Networking Virtual Summit 12/15/20 Semi-Annual Silicon Valley Virtual Tour 01/21/21 Intel - INTC 12/09/20 Zscaler, Inc. 12/16/20 Ambarella 01/06/21 Zscaler, Inc. ZS ZI TTWO NWS NVDA LUMN INTC DOMO DOCU AMBA ZS Zscaler $184.60 / +6.45 (+3.62%) 12/07/20 Zscaler put volume heavy and directionally bearish 12/04/20 Unusually active option classes on open December 4th 12/02/20 Zscaler options imply 13.7% move in share price post-earnings 09/17/20 Zscaler put volume heavy and directionally bearish ZI ZoomInfo $41.75 / -2.05 (-4.68%) 09/29/20 ZoomInfo Technologies call volume above normal and directionally bullish TTWO Take-Two $183.66 / +0.2 (+0.11%) 10/26/20 TakeTwo Interactive Software call volume above normal and directionally bullish 07/30/20 TakeTwo Interactive Software put volume heavy and directionally bearish 07/24/20 TakeTwo Interactive Software call volume above normal and directionally bullish 07/02/20 TakeTwo Interactive Software put volume heavy and directionally bearish NWS News Corp $18.44 / -0.03 (-0.16%) 11/06/20 Early notable gainers among liquid option names on November 6th NVDA Nvidia $533.99 / -10.3 (-1.89%) 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 10/06/20 Unusually active option classes on open October 6th LUMN Lumen $10.29 / +0.42 (+4.26%) 10/23/20 Lumen Technologies put volume heavy and directionally bearish 10/22/20 Lumen Technologies put volume heavy and directionally bearish 10/21/20 Lumen Technologies put volume heavy and directionally bearish 10/20/20 Lumen Technologies put volume heavy and directionally bearish INTC Intel $50.69 / +0.47 (+0.94%) 11/13/20 Intel put buyer realizes 95% same-day gains 10/27/20 Unusually active option classes on open October 27th 10/27/20 Notable open interest changes for October 27th 10/26/20 Notable open interest changes for October 26th DOMO Domo $44.52 / -0.77 (-1.70%) 09/03/20 Domo options imply 21.9% move in share price post-earnings DOCU DocuSign $234.63 / +2.07 (+0.89%) 12/03/20 DocuSign options imply 11.4% move in share price post-earnings 11/11/20 DocuSign call buyer realizes 120% same-day gains 10/14/20 Unusually active option classes on open October 14th 09/03/20 DocuSign options imply 21.6% move in share price post-earnings AMBA Ambarella $89.49 / -1 (-1.11%) 12/03/20 Ambarella call volume above normal and directionally bullish 11/23/20 Ambarella options imply 12.9% move in share price post-earnings 09/01/20 Ambarella call volume above normal and directionally bullish
Conference/Events	UBS to hold a virtual conference » 04:55 12/08/20 12/08 04:55 12/08/20 04:55 TTWO Take-Two $183.39 / +2.76 (+1.53%) , VRNS Varonis $127.61 / +1.63 (+1.29%) , CONE CyrusOne $68.55 / -0.34 (-0.49%) , NVDA Nvidia $544.42 / +2.05 (+0.38%) , DOCU DocuSign $232.51 / -10.64 (-4.38%) , ZEN Zendesk $134.94 / -0.69 (-0.51%) , CHTR Charter $680.49 / +10.19 (+1.52%) , CCOI Cogent $57.59 / -0.665 (-1.14%) , ZS Zscaler $178.12 / -2.72 (-1.50%) , MTZ MasTec $62.69 / +0.185 (+0.30%) , INTC Intel $50.22 / -1.76 (-3.39%) , LUMN Lumen $9.87 / -0.705 (-6.67%) , ANET Arista Networks $275.73 / +5.47 (+2.02%) , ZI ZoomInfo $43.80 / -2.41 (-5.22%) , AMBA Ambarella $90.57 / -4.44 (-4.67%) , CYBR CyberArk $111.87 / -2.04 (-1.79%) , DESP Despegar.com $12.15 / -0.04 (-0.33%) , DOMO Domo $45.37 / +0.46 (+1.02%) , HHR HeadHunter $24.82 / -0.87 (-3.39%) , NWS News Corp $18.47 / -0.2 (-1.07%) , REA American Real Estate Investment 163 $0.00 / + (+0.00%) Global TMT Virtual… Global TMT Virtual Conference will be held on December 7-9 with webcasted company presentations to begin on December 7 at 11:10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZS ZI ZEN TTWO NWS NVDA LUMN INTC HHR DOCU DESP CYBR CONE CHTR CCOI ANET AMBA ZS Zscaler $178.12 / -2.72 (-1.50%) 11/12/20 Zscaler appoints Chris Kozup as CMO 09/30/20 Zscaler director sells 20K shares of common stock 09/29/20 JFrog appoints Micheline Nijmeh as chief marketing officer 09/29/20 Zscaler, VMware announce extension of strategic partnership ZI ZoomInfo $43.80 / -2.41 (-5.22%) 11/05/20 ZoomInfo acquires EverString to expand Its breadth of company and contact data 10/15/20 ZoomInfo acquires Clickagy 08/14/20 Tiger Global takes stake in ZoomInfo during Q2, exits iQIYI ZEN Zendesk $134.94 / -0.69 (-0.51%) 11/10/20 Zendesk says chosen as 'one of WhatsApp's first core solution providers' 06/10/20 Zendesk COO John Keiser steps down 06/10/20 Fluent partners with Zendesk for consumer experience TTWO Take-Two $183.39 / +2.76 (+1.53%) 12/02/20 Digital game spending on Black Friday, Cyber Monday falls 10%, says SuperData 11/30/20 4 out of 5 U.S. consumers have played a video game in past 6 months, says NPD 11/24/20 Red Dead Online to launch as standalone game December 1 11/16/20 Take-Two CEO sells 20K shares of common stock NWS News Corp $18.47 / -0.2 (-1.07%) 11/25/20 News Corp. CEO says 'clearly no market logic' to bid size for Simon & Schuster 10/01/20 News Corp 'applauds Google's recognition of a premium for premium journalism' 09/17/20 News Corp. announces plans to close Bronx printing plant NVDA Nvidia $544.42 / +2.05 (+0.38%) 12/02/20 AWS partnering with Nvidia and Ambarella to enable AWS Panorama Device SDK 12/01/20 Amazon announces 'multiple new compute innovations' at AWS re:Invent 12/01/20 Nvidia debuts GeForce RTX 3060 family 11/19/20 Nvidia, Epic Games to enable 'touch-friendly' version of Fortnite for Apple iOS LUMN Lumen $9.87 / -0.705 (-6.67%) 11/25/20 Lumen extends expiration date of its NOL Rights Plan 11/23/20 Lumen, Zoom Video expand partnership 11/10/20 Lumen wins place as provider of U.S. Department 11/04/20 Lumen sees 2020 net cash interest $1.62B-$1.65B vs. $1.65B-$1.7B prior INTC Intel $50.22 / -1.76 (-3.39%) 12/02/20 AWS announces EC2 instances leveraging up to eight Habana Gaudi accelerators 12/02/20 Intel CEO says will continue to invest in next-gen manufacturing 11/30/20 Intel announces collaboration with Google on hybrid and multi-cloud deployment HHR HeadHunter $24.82 / -0.87 (-3.39%) 11/24/20 HeadHunter to acquire Zarplata for RUB3.5B in cash 07/13/20 HeadHunter board approves secondary listing of ADSs on Moscow Exchange DOCU DocuSign $232.51 / -10.64 (-4.38%) 12/03/20 DocuSign jumps 7% to $247.88 after Q3 results beat estimates 11/16/20 Lone Pine buys Square, exits Visa in Q3 09/30/20 DocuSign CEO: We're not concentrated in any one vertical 09/22/20 DocuSign director Salem sells over $9.5M in shares DESP Despegar.com $12.15 / -0.04 (-0.33%) 11/12/20 Despegar.com achieves cost savings goal 08/21/20 Despegar.com announces $50M investment by Waha Capital 08/21/20 Despegar.com announces $150M investment by L Catterton 08/21/20 Despegar.com acquires 84% stake in Koin online payment platform for $4M CYBR CyberArk $111.87 / -2.04 (-1.79%) 09/22/20 CyberArk now available on Microsoft Azure Marketplace CONE CyrusOne $68.55 / -0.34 (-0.49%) 12/01/20 CyrusOne launches Google Cloud direct connect offering 10/12/20 UDR appoints CyrusOne CFO Diane Morefield to its board 10/08/20 CyrusOne names Katherine Motlagh CFO 09/02/20 CyrusOne names John Hatem COO, says Chief Technology Officer Kevin Timmons left CHTR Charter $680.49 / +10.19 (+1.52%) 10/30/20 Charter reports Q3 adjusted EBITDA $4.6B, up 13.6% y/y 10/30/20 Charter reports Q3 free cash flow of $1.8B vs. $1.3B a year ago 10/30/20 Charter says Q3 total residential, SMB Internet customers up by 537,000 09/02/20 FCC announces winning bidders of 3.5GHz band auction CCOI Cogent $57.59 / -0.665 (-1.14%) 11/05/20 Cogent increases dividend 3.5% to 73c per share ANET Arista Networks $275.73 / +5.47 (+2.02%) 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 AMBA Ambarella $90.57 / -4.44 (-4.67%) 12/01/20 Ambarella CTO sells 20K shares of common stock 11/23/20 Ambarella jumps 6% to $70.39 after Q3 results top estimates 11/17/20 Eyesight, Ambarella expand partnership for aftermaket fleet industry TTWO VRNS CONE NVDA DOCU ZEN CHTR CCOI ZS MTZ INTC LUMN ANET ZI AMBA CYBR DESP DOMO HHR NWS REA TTWO Take-Two $183.39 / +2.76 (+1.53%) 11/16/20 Evercore ISI Take-Two initiated with an Outperform at Evercore ISI 11/12/20 Piper Sandler Take-Two acquisition of Codemasters expensive, says Piper Sandler 11/11/20 Truist Electronic Arts price target lowered to $138 from $153 at Truist 11/10/20 Truist Take-Two price target raised to $175 from $170 at Truist VRNS Varonis $127.61 / +1.63 (+1.29%) 10/27/20 Wedbush Varonis price target raised to $160 from $150 at Wedbush 10/27/20 Stifel Varonis price target raised to $130 from $110 at Stifel 10/27/20 Craig-Hallum Varonis upgraded to Buy at Craig-Hallum following quarterly results 10/27/20 Needham Varonis price target raised to $160 from $135 at Needham CONE CyrusOne $68.55 / -0.34 (-0.49%) 12/03/20 Mizuho Mizuho initiates data center REIT sector with positive outlook 12/02/20 Mizuho CyrusOne initiated with a Neutral at Mizuho 11/02/20 Deutsche Bank CyrusOne price target lowered to $80 from $88 at Deutsche Bank 09/23/20 Deutsche Bank CyrusOne valuation discount to peers unwarranted, says Deutsche Bank NVDA Nvidia $544.42 / +2.05 (+0.38%) 11/19/20 Truist Nvidia price target raised to $643 from $623 at Truist 11/19/20 New Street New Street keeps $400 target on Nvidia, says cycles will peak soon 11/19/20 Craig-Hallum Nvidia price target raised to $520 from $500 at Craig-Hallum 11/19/20 Raymond James Nvidia price target raised to $600 from $550 at Raymond James DOCU DocuSign $232.51 / -10.64 (-4.38%) 12/04/20 Needham DocuSign price target raised to $275 from $240 at Needham 12/04/20 RBC Capital DocuSign price target raised to $325 from $275 at RBC Capital 12/04/20 Deutsche Bank DocuSign price target raised to $235 from $225 at Deutsche Bank 12/04/20 Citi DocuSign price target raised to $282 from $257 at Citi ZEN Zendesk $134.94 / -0.69 (-0.51%) 10/30/20 Canaccord Zendesk price target raised to $130 from $115 at Canaccord 10/30/20 Wells Fargo Zendesk price target raised to $165 from $120 at Wells Fargo 10/30/20 JMP Securities Zendesk price target raised to $143 from $125 at JMP Securities 10/30/20 Stifel Zendesk upgraded to Buy on digital transformation 'wave' at Stifel CHTR Charter $680.49 / +10.19 (+1.52%) 11/16/20 BofA Berry Global, Charter, Spunk & UPS removed from US 1 List at BofA 11/02/20 Rosenblatt Charter price target raised to $750 from $700 at Rosenblatt 11/02/20 Truist Charter price target raised to $700 from $650 at Truist 10/28/20 Benchmark Charter price target raised to $725 from $640 at Benchmark CCOI Cogent $57.59 / -0.665 (-1.14%) 11/17/20 RBC Capital Cogent price target lowered to $70 from $79 at RBC Capital 11/04/20 Citi Cogent price target lowered to $75 from $89 at Citi 10/16/20 Credit Suisse Cogent downgraded on 'subdued' customer growth at Credit Suisse 10/16/20 Credit Suisse Cogent downgraded to Neutral from Outperform at Credit Suisse ZS Zscaler $178.12 / -2.72 (-1.50%) 12/03/20 Loop Capital Zscaler price target raised to $215 from $170 at Loop Capital 12/03/20 Credit Suisse Zscaler price target raised to $175 from $160 at Credit Suisse 12/03/20 Wedbush Zscaler price target raised to $185 from $175 at Wedbush 12/03/20 DA Davidson Zscaler price target raised to $185 from $155 at DA Davidson MTZ MasTec $62.69 / +0.185 (+0.30%) 11/20/20 KeyBanc MasTec price target raised to $66 from $56 at KeyBanc 11/02/20 DA Davidson MasTec price target raised to $58 from $50 at DA Davidson 11/02/20 B. Riley Securities MasTec price target raised to $68 from $57 at B. Riley Securities 11/02/20 Credit Suisse MasTec price target raised to $62 from $54 at Credit Suisse INTC Intel $50.22 / -1.76 (-3.39%) 11/23/20 Mizuho Micron price target raised to $70 from $56 at Mizuho 11/13/20 Morgan Stanley Few weeks delay of Ice Lake shouldn't be major Intel issue, says Morgan Stanley 11/13/20 Mizuho Intel checks show Ice Lake delay not as bad as feared, says Mizuho 11/11/20 Credit Suisse Credit Suisse likes move to Apple silicon on Mac, unified product portfolio LUMN Lumen $9.87 / -0.705 (-6.67%) 11/05/20 Oppenheimer Lumen upgraded to Outperform from Perform at Oppenheimer ANET Arista Networks $275.73 / +5.47 (+2.02%) 11/18/20 Evercore ISI Arista Networks upgraded to Outperform from In Line at Evercore ISI 11/03/20 FBN Securities Arista Networks price target raised to $300 from $275 at FBN Securities 11/03/20 Wells Fargo Arista Networks price target raised to $240 from $230 at Wells Fargo 11/03/20 Credit Suisse Arista Networks price target raised to $184 from $148 at Credit Suisse ZI ZoomInfo $43.80 / -2.41 (-5.22%) 11/19/20 Fly Intel: Top five analyst upgrades 11/19/20 Morgan Stanley ZoomInfo upgraded to Overweight from Equal Weight at Morgan Stanley 11/05/20 Lake Street TechTarget price target raised to $51 from $43 at Lake Street 11/05/20 RBC Capital ZoomInfo upgraded to Outperform from Sector Perform at RBC Capital AMBA Ambarella $90.57 / -4.44 (-4.67%) 12/03/20 Rosenblatt Ambarella price target raised to $100 from $82 at Rosenblatt 12/03/20 Stifel Ambarella price target raised to $90 from $78 at Stifel 11/24/20 Needham Ambarella price target raised to $80 from $63 at Needham 11/24/20 Craig-Hallum Ambarella price target raised to $90 from $75 at Craig-Hallum CYBR CyberArk $111.87 / -2.04 (-1.79%) 11/11/20 DA Davidson CyberArk price target lowered to $100 from $115 at DA Davidson 11/11/20 JPMorgan Market wrong in selling off CyberArk post earnings, says JPMorgan 11/11/20 Mizuho CyberArk price target lowered to $123 from $128 at Mizuho 11/11/20 Barclays CyberArk price target lowered to $118 from $130 at Barclays DESP Despegar.com $12.15 / -0.04 (-0.33%) 11/30/20 Morgan Stanley Despegar.com price target raised to $8 from $7.50 at Morgan Stanley 04/21/20 UBS Despegar.com downgraded to Neutral from Buy at UBS 03/06/20 Citi Citi initiates online travel space with mostly Buy ratings 03/06/20 Citi Despegar.com initiated with a Buy at Citi DOMO Domo $45.37 / +0.46 (+1.02%) 12/04/20 JMP Securities Domo price target raised to $60 from $53 at JMP Securities 09/04/20 Needham Domo price target raised to $61 from $47 at Needham 09/04/20 Cowen Domo price target raised to $50 from $42 at Cowen 09/04/20 Credit Suisse Domo price target raised to $40 from $33 at Credit Suisse HHR HeadHunter $24.82 / -0.87 (-3.39%) 06/23/20 BCS Global HeadHunter downgraded to Sell from Hold at BCS Global 03/11/20 JPMorgan HeadHunter price target lowered to $15 from $16 at JPMorgan NWS News Corp $18.47 / -0.2 (-1.07%) REA American Real Estate Investment 163 $0.00 / + (+0.00%) ZS ZI ZEN VRNS TTWO NWS NVDA MTZ LUMN INTC HHR DOMO DOCU DESP CYBR CONE CHTR CCOI ANET AMBA ZS Zscaler $178.12 / -2.72 (-1.50%) 12/03/20 Zscaler raises FY21 EPS view to 37c-38c from 28c-30c, consensus 31c 12/02/20 Zscaler sees Q2 EPS 7c-8c, consensus 7c 12/02/20 Zscaler reports Q1 EPS 14c, consensus 6c 12/02/20 Notable companies reporting after market close ZI ZoomInfo $43.80 / -2.41 (-5.22%) 11/09/20 ZoomInfo raises FY20 adj. EPS view to 31c-32c from 29c-30c 11/09/20 ZoomInfo sees Q4 adjusted EPS 9c-10c, consensus 9c 11/09/20 ZoomInfo reports Q3 adjusted EPS 11c, consensus 9c 11/09/20 Notable companies reporting after market close ZEN Zendesk $134.94 / -0.69 (-0.51%) 10/29/20 Zendesk sees FY20 revenue $1.02B-$1.025B, consensus $1.01B 10/29/20 Zendesk sees Q4 revenue $274M-$279M, consensus $273.57M 10/29/20 Zendesk reports Q3 adjusted EPS 18c, consensus 11c 10/29/20 Notable companies reporting after market close VRNS Varonis $127.61 / +1.63 (+1.29%) 10/27/20 Varonis reports Q3 non-GAAP EPS 6c, consensus (13c) 10/26/20 Varonis sees Q4 EPS 10c-13c, consensus (2c) 08/03/20 Varonis sees Q3 EPS (14c)-(11c), consensus (16c) 08/03/20 Varonis reports Q2 EPS (77c), consensus (35c) TTWO Take-Two $183.39 / +2.76 (+1.53%) 11/05/20 Take-Two raises FY21 net bookings view to $3.15B-$3.25B from $2.8B-$2.9B 11/05/20 Take-Two reports Q2 GAAP EPS 86c, consensus $1.48 11/05/20 Notable companies reporting after market close 08/03/20 Take-Two raises FY21 EPS view to $3.04-$3.30 from $2.60-$2.85 NWS News Corp $18.47 / -0.2 (-1.07%) 11/05/20 News Corp. reports Q1 adjusted EPS 8c, consensus 0c 08/06/20 News Corp reports Q4 adjusted EPS (3c), consensus (9c) NVDA Nvidia $544.42 / +2.05 (+0.38%) 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 MTZ MasTec $62.69 / +0.185 (+0.30%) 10/29/20 MasTec sees FY20 adjusted EPS $5.00-$5.09, consensus $4.92 10/29/20 MasTec sees Q4 adjusted EPS $1.64-$1.73, consensus $1.72 10/29/20 MasTec reports Q3 adjusted EPS $1.83, consensus $1.68 07/30/20 MasTec sees FY20 adjusted EPS $4.93, consensus $4.63 LUMN Lumen $9.87 / -0.705 (-6.67%) 11/04/20 Lumen reports Q3 EPS ex-items 40c, consensus 30c 11/04/20 Notable companies reporting after market close INTC Intel $50.22 / -1.76 (-3.39%) 10/22/20 Intel sees Q4 adjusted EPS $1.10, consensus $1.06 10/22/20 Intel raises FY20 adjusted EPS view to $4.90 from $4.85, consensus $4.85 10/22/20 Intel reports Q3 adjusted EPS $1.11, consensus $1.10 10/22/20 Notable companies reporting after market close HHR HeadHunter $24.82 / -0.87 (-3.39%) 11/20/20 HeadHunter reports Q3 EPS 13c, consensus 15c 08/27/20 HeadHunter reports Q2 EPS 6c, consensus 13c DOMO Domo $45.37 / +0.46 (+1.02%) 12/03/20 Domo narrows FY21 EPS view to ($1.87)-($1.83) from ($1.91)-($1.83) 12/03/20 Domo sees Q4 adjusted EPS (46c)-(42c), consensus (43c) 12/03/20 Domo reports Q3 adjusted EPS (40c), consensus (44c) 09/03/20 Domo sees FY21 EPS ($1.91) to ($1.83), consensus ($2.03) DOCU DocuSign $232.51 / -10.64 (-4.38%) 12/03/20 DocuSign sees FY21 revenue $1.426B-$1.430B, consensus $1.39B 12/03/20 DocuSign sees Q4 revenue $404M-$408M, consensus $387.34M 12/03/20 DocuSign reports Q3 non-GAAP EPS 22c, consensus 13c 12/03/20 Notable companies reporting after market close DESP Despegar.com $12.15 / -0.04 (-0.33%) 11/12/20 Despegar.com reports Q3 adjusted EPS (35c), consensus (41c) 08/21/20 Despegar.com reports Q2 adj. EPS (31c), consensus (46c) CYBR CyberArk $111.87 / -2.04 (-1.79%) 11/10/20 CyberArk sees Q4 EPS 52c-67c, consensus 63c 11/10/20 CyberArk reports Q3 EPS 31c, consensus 29c 08/04/20 CyberArk sees Q3 EPS 19c-33c, consensus 38c 08/04/20 CyberArk reports Q2 EPS 42c, consensus 27c CONE CyrusOne $68.55 / -0.34 (-0.49%) 10/28/20 CyrusOne raises FY20 normalized FFO view to $3.80-$3.90 from $3.75-$3.90 10/28/20 CyrusOne reports Q3 EPS (32c), consensus (1c) 07/29/20 CyrusOne backs FY normalized FFO view $3.75-$3.90, consensus $3.82 07/29/20 CyrusOne reports Q2 normalized FFO $1.03, consensus 93c CHTR Charter $680.49 / +10.19 (+1.52%) 10/30/20 Charter reports Q3 EPS $3.90, consensus $3.03 10/29/20 Notable companies reporting before tomorrow's open 07/31/20 Charter reports Q2 EPS $3.63, consensus $2.44 CCOI Cogent $57.59 / -0.665 (-1.14%) 11/05/20 Cogent reports Q3 EPS (11c), consensus 22c 08/06/20 Cogent reports Q2 EPS 18c, consensus 23c ANET Arista Networks $275.73 / +5.47 (+2.02%) 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 AMBA Ambarella $90.57 / -4.44 (-4.67%) 11/24/20 Ambarella sees Q4 revenue $56M-$60M, consensus $52.31M 11/23/20 Ambarella reports Q3 EPS 9c, consensus 5c 09/02/20 Ambarella sees Q3 revenue $52M-$56M, consensus $55.12M 09/02/20 Ambarella reports Q2 EPS 6c, consensus (2c) 02 Dec 20 Aug 16 Jul 04 Jun ZS TTWO NWS NVDA INTC HHR DOCU CONE CHTR ZS Zscaler $178.12 / -2.72 (-1.50%) 09/01/20 Hackers test security of Trump campaign sites ahead of election, Reuters says 06/20/20 Intel, Western Digital among cheap tech stops, Barron's says TTWO Take-Two $183.39 / +2.76 (+1.53%) 10/12/20 Take-Two's Rockstar purchased Ruffian Games, TheGamer says 10/03/20 Videogame stocks about to get another boost, Barron's says 10/01/20 Roblox working with investment banks for U.S. stock market listing, Reuters says 08/11/20 AT&T may not sell Warner Bros. Interactive after all, PCGamer reports NWS News Corp $18.47 / -0.2 (-1.07%) 11/24/20 Bertelsmann in lead to buy Simon & Schuster from ViacomCBS, FT reports 08/20/20 More companies join fight against Apple App Store terms, WSJ says NVDA Nvidia $544.42 / +2.05 (+0.38%) 11/24/20 Google has 400 games in development for Stadia, MobileSyrup says 11/24/20 Nvidia to support AMD mobility CPUs for high-end GPUs, WccfTech reports 11/23/20 Intel, Nvidia chips power supercomputing center in China, NY Times reports 11/12/20 Amazon moves some Alexa computing to own chips, Reuters says INTC Intel $50.22 / -1.76 (-3.39%) 12/07/20 Apple working on new series of Mac processors, Bloomberg reports 11/28/20 Apple's new MacBooks delight critics, investors should care too, Barron's says 11/24/20 Intel quietly shuts down AR/VR project Intel Studios, Protocol reports HHR HeadHunter $24.82 / -0.87 (-3.39%) 06/23/20 Putin proposes tax cut for information technology companies, Bloomberg says DOCU DocuSign $232.51 / -10.64 (-4.38%) 08/15/20 Cisco earnings showing tech stock not immune to COVID, Barron's says CONE CyrusOne $68.55 / -0.34 (-0.49%) 07/02/20 CyrusOne seen by industry execs as unlikely to pursue near-term sale, CTFN says 07/02/20 CTFN publishes report on CyrusOne CEO selection implications CHTR Charter $680.49 / +10.19 (+1.52%) 09/01/20 TPG exploring $8B sale of U.S. cable operator Astound, Reuters reports 08/17/20 Court: Charter can charge video sites for network connections, Ars Technica says ZS ZI ZEN VRNS TTWO NWS NVDA LUMN INTC HHR DOMO DOCU CHTR ANET AMBA ZS Zscaler $178.12 / -2.72 (-1.50%) 12/03/20 Fly Intel: Wall Street's top stories for Thursday 12/03/20 Fly Intel: Wall Street's top stories at midday 12/02/20 Fly Intel: After-Hours Movers 09/10/20 Fly Intel: Pre-market Movers ZI ZoomInfo $43.80 / -2.41 (-5.22%) 11/09/20 Fly Intel: After-Hours Movers 09/17/20 CVS initiation, Stitch Fix upgrade among today's top calls on Wall Street 09/17/20 Fly Intel: Pre-market Movers 08/31/20 Fly Insider: Axis Capital, Purple Innovation among week's notable insider trades ZEN Zendesk $134.94 / -0.69 (-0.51%) 10/29/20 Fly Intel: After-Hours Movers 07/30/20 Fly Intel: After-Hours Movers VRNS Varonis $127.61 / +1.63 (+1.29%) 10/27/20 Foot Locker, DocuSign initiations among today's top calls on Wall Street 10/26/20 Fly Intel: After-Hours Movers 08/03/20 Fly Intel: After-Hours Movers TTWO Take-Two $183.39 / +2.76 (+1.53%) 12/01/20 Game On: PS5 breaks U.K. launch sales record 11/24/20 Game On: KeyBanc concerned about lack of 'Call of Duty' sales data 11/17/20 Game On: NPD says total U.S. game industry spending continues to break records 11/10/20 Game On: Xbox Series X, PlayStation 5 out this week NWS News Corp $18.47 / -0.2 (-1.07%) 08/25/20 Game On: Apple-Epic legal spat continues as Microsoft's Spencer weighs in 06/23/20 Fly Intel: Wall Street's top stories for Tuesday NVDA Nvidia $544.42 / +2.05 (+0.38%) 12/04/20 The Intersection: Crypto and Wall Street This Week 11/27/20 The Intersection: Crypto and Wall Street This Week 11/20/20 The Intersection: Crypto and Wall Street This Week LUMN Lumen $9.87 / -0.705 (-6.67%) 11/30/20 Fly Intel: What to watch in Zoom Video earnings report INTC Intel $50.22 / -1.76 (-3.39%) 11/02/20 Intel, Cardinal Health upgrades among today's top calls on Wall Street 10/28/20 AMD, Lululemon upgrades among today's top calls on Wall Street 10/25/20 Opening Day: McAfee returns to public market with $740M IPO 10/23/20 Fly Intel: Wall Street's top stories for Friday HHR HeadHunter $24.82 / -0.87 (-3.39%) 11/20/20 Fly Intel: Pre-market Movers DOMO Domo $45.37 / +0.46 (+1.02%) 09/04/20 Fly Intel: Wall Street's top stories for Friday 09/04/20 Fly Intel: Wall Street's top stories at midday 09/04/20 Fly Intel: Pre-market Movers DOCU DocuSign $232.51 / -10.64 (-4.38%) 12/04/20 Fly Intel: Pre-market Movers 12/03/20 Fly Intel: After-Hours Movers 10/14/20 Microsoft resumption, Nio upgrade among top calls on Wall Street CHTR Charter $680.49 / +10.19 (+1.52%) 07/31/20 Fly Intel: Pre-market Movers ANET Arista Networks $275.73 / +5.47 (+2.02%) 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 AMBA Ambarella $90.57 / -4.44 (-4.67%) 12/07/20 Fly Insider: Foot Locker, Alexion among weeks notable insider trades 11/23/20 Fly Intel: After-Hours Movers 09/02/20 Fly Intel: After-Hours Movers 12/08/20 Technology Investors Virtual Conference 12/08/20 Global TMT Virtual Conference 12/09/20 Global Technology, Media & Telecommunications Virtual Conference 12/11/20 Semi-Annual Silicon Valley Virtual Tour 12/14/20 7th Annual Networking Virtual Summit 12/15/20 Semi-Annual Silicon Valley Virtual Tour 01/21/21 Intel - INTC 12/08/20 Varonis 12/09/20 Zscaler, Inc. 12/16/20 Ambarella 01/06/21 Zscaler, Inc. ZS ZI TTWO NWS NVDA LUMN INTC DOMO DOCU AMBA ZS Zscaler $178.12 / -2.72 (-1.50%) 12/07/20 Zscaler put volume heavy and directionally bearish 12/04/20 Unusually active option classes on open December 4th 12/02/20 Zscaler options imply 13.7% move in share price post-earnings 09/17/20 Zscaler put volume heavy and directionally bearish ZI ZoomInfo $43.80 / -2.41 (-5.22%) 09/29/20 ZoomInfo Technologies call volume above normal and directionally bullish TTWO Take-Two $183.39 / +2.76 (+1.53%) 10/26/20 TakeTwo Interactive Software call volume above normal and directionally bullish 07/30/20 TakeTwo Interactive Software put volume heavy and directionally bearish 07/24/20 TakeTwo Interactive Software call volume above normal and directionally bullish 07/02/20 TakeTwo Interactive Software put volume heavy and directionally bearish NWS News Corp $18.47 / -0.2 (-1.07%) 11/06/20 Early notable gainers among liquid option names on November 6th NVDA Nvidia $544.42 / +2.05 (+0.38%) 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 10/06/20 Unusually active option classes on open October 6th LUMN Lumen $9.87 / -0.705 (-6.67%) 10/23/20 Lumen Technologies put volume heavy and directionally bearish 10/22/20 Lumen Technologies put volume heavy and directionally bearish 10/21/20 Lumen Technologies put volume heavy and directionally bearish 10/20/20 Lumen Technologies put volume heavy and directionally bearish INTC Intel $50.22 / -1.76 (-3.39%) 11/13/20 Intel put buyer realizes 95% same-day gains 10/27/20 Unusually active option classes on open October 27th 10/27/20 Notable open interest changes for October 27th 10/26/20 Notable open interest changes for October 26th DOMO Domo $45.37 / +0.46 (+1.02%) 09/03/20 Domo options imply 21.9% move in share price post-earnings DOCU DocuSign $232.51 / -10.64 (-4.38%) 12/03/20 DocuSign options imply 11.4% move in share price post-earnings 11/11/20 DocuSign call buyer realizes 120% same-day gains 10/14/20 Unusually active option classes on open October 14th 09/03/20 DocuSign options imply 21.6% move in share price post-earnings AMBA Ambarella $90.57 / -4.44 (-4.67%) 12/03/20 Ambarella call volume above normal and directionally bullish 11/23/20 Ambarella options imply 12.9% move in share price post-earnings 09/01/20 Ambarella call volume above normal and directionally bullish

Conference/Events	UBS to hold a virtual conference » 09:13 12/07/20 12/07 09:13 12/07/20 09:13 TTWO Take-Two $180.64 / -0.12 (-0.07%) , VRNS Varonis $125.98 / +3.16 (+2.57%) , CONE CyrusOne $68.89 / +0.25 (+0.36%) , NVDA Nvidia $542.37 / +6.665 (+1.24%) , DOCU DocuSign $243.07 / +11.98 (+5.18%) , ZEN Zendesk $135.77 / +0.82 (+0.61%) , CHTR Charter $670.53 / +0.79 (+0.12%) , CCOI Cogent $58.27 / +0.16 (+0.28%) , ZS Zscaler $180.76 / -4.99 (-2.69%) , MTZ MasTec $62.53 / +1.445 (+2.37%) , INTC Intel $51.98 / +0.96 (+1.88%) , LUMN Lumen $10.57 / +0.07 (+0.67%) , ANET Arista Networks $270.26 / +0.78 (+0.29%) , ZI ZoomInfo $46.21 / +0.62 (+1.36%) , AMBA Ambarella $95.01 / +6.5 (+7.34%) , CYBR CyberArk $113.75 / -0.88 (-0.77%) , DESP Despegar.com $12.19 / +0.38 (+3.22%) , DOMO Domo $44.91 / +6.57 (+17.14%) , HHR HeadHunter $25.44 / +0.15 (+0.59%) , NWS News Corp $18.67 / +0.12 (+0.65%) , REA American Real Estate Investment 163 $0.00 / + (+0.00%) Global TMT Virtual… Global TMT Virtual Conference will be held on December 7-9 with webcasted company presentations to begin on December 7 at 11:10 am. Webcast Link ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZS ZI ZEN TTWO NWS NVDA LUMN INTC HHR DOCU DESP CYBR CONE CHTR CCOI ANET AMBA ZS Zscaler $180.76 / -4.99 (-2.69%) 11/12/20 Zscaler appoints Chris Kozup as CMO 09/30/20 Zscaler director sells 20K shares of common stock 09/29/20 JFrog appoints Micheline Nijmeh as chief marketing officer 09/29/20 Zscaler, VMware announce extension of strategic partnership ZI ZoomInfo $46.21 / +0.62 (+1.36%) 11/05/20 ZoomInfo acquires EverString to expand Its breadth of company and contact data 10/15/20 ZoomInfo acquires Clickagy 08/14/20 Tiger Global takes stake in ZoomInfo during Q2, exits iQIYI ZEN Zendesk $135.77 / +0.82 (+0.61%) 11/10/20 Zendesk says chosen as 'one of WhatsApp's first core solution providers' 06/10/20 Zendesk COO John Keiser steps down 06/10/20 Fluent partners with Zendesk for consumer experience TTWO Take-Two $180.64 / -0.12 (-0.07%) 12/02/20 Digital game spending on Black Friday, Cyber Monday falls 10%, says SuperData 11/30/20 4 out of 5 U.S. consumers have played a video game in past 6 months, says NPD 11/24/20 Red Dead Online to launch as standalone game December 1 11/16/20 Take-Two CEO sells 20K shares of common stock NWS News Corp $18.67 / +0.12 (+0.65%) 11/25/20 News Corp. CEO says 'clearly no market logic' to bid size for Simon & Schuster 10/01/20 News Corp 'applauds Google's recognition of a premium for premium journalism' 09/17/20 News Corp. announces plans to close Bronx printing plant NVDA Nvidia $542.37 / +6.665 (+1.24%) 12/02/20 AWS partnering with Nvidia and Ambarella to enable AWS Panorama Device SDK 12/01/20 Amazon announces 'multiple new compute innovations' at AWS re:Invent 12/01/20 Nvidia debuts GeForce RTX 3060 family 11/19/20 Nvidia, Epic Games to enable 'touch-friendly' version of Fortnite for Apple iOS LUMN Lumen $10.57 / +0.07 (+0.67%) 11/25/20 Lumen extends expiration date of its NOL Rights Plan 11/23/20 Lumen, Zoom Video expand partnership 11/10/20 Lumen wins place as provider of U.S. Department 11/04/20 Lumen sees 2020 net cash interest $1.62B-$1.65B vs. $1.65B-$1.7B prior INTC Intel $51.98 / +0.96 (+1.88%) 12/02/20 AWS announces EC2 instances leveraging up to eight Habana Gaudi accelerators 12/02/20 Intel CEO says will continue to invest in next-gen manufacturing 11/30/20 Intel announces collaboration with Google on hybrid and multi-cloud deployment HHR HeadHunter $25.44 / +0.15 (+0.59%) 11/24/20 HeadHunter to acquire Zarplata for RUB3.5B in cash 07/13/20 HeadHunter board approves secondary listing of ADSs on Moscow Exchange DOCU DocuSign $243.07 / +11.98 (+5.18%) 12/03/20 DocuSign jumps 7% to $247.88 after Q3 results beat estimates 11/16/20 Lone Pine buys Square, exits Visa in Q3 09/30/20 DocuSign CEO: We're not concentrated in any one vertical 09/22/20 DocuSign director Salem sells over $9.5M in shares DESP Despegar.com $12.19 / +0.38 (+3.22%) 11/12/20 Despegar.com achieves cost savings goal 08/21/20 Despegar.com announces $50M investment by Waha Capital 08/21/20 Despegar.com announces $150M investment by L Catterton 08/21/20 Despegar.com acquires 84% stake in Koin online payment platform for $4M CYBR CyberArk $113.75 / -0.88 (-0.77%) 09/22/20 CyberArk now available on Microsoft Azure Marketplace CONE CyrusOne $68.89 / +0.25 (+0.36%) 12/01/20 CyrusOne launches Google Cloud direct connect offering 10/12/20 UDR appoints CyrusOne CFO Diane Morefield to its board 10/08/20 CyrusOne names Katherine Motlagh CFO 09/02/20 CyrusOne names John Hatem COO, says Chief Technology Officer Kevin Timmons left CHTR Charter $670.53 / +0.79 (+0.12%) 10/30/20 Charter reports Q3 adjusted EBITDA $4.6B, up 13.6% y/y 10/30/20 Charter reports Q3 free cash flow of $1.8B vs. $1.3B a year ago 10/30/20 Charter says Q3 total residential, SMB Internet customers up by 537,000 09/02/20 FCC announces winning bidders of 3.5GHz band auction CCOI Cogent $58.27 / +0.16 (+0.28%) 11/05/20 Cogent increases dividend 3.5% to 73c per share ANET Arista Networks $270.26 / +0.78 (+0.29%) 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 AMBA Ambarella $95.01 / +6.5 (+7.34%) 12/01/20 Ambarella CTO sells 20K shares of common stock 11/23/20 Ambarella jumps 6% to $70.39 after Q3 results top estimates 11/17/20 Eyesight, Ambarella expand partnership for aftermaket fleet industry TTWO VRNS CONE NVDA DOCU ZEN CHTR CCOI ZS MTZ INTC LUMN ANET ZI AMBA CYBR DESP DOMO HHR NWS REA TTWO Take-Two $180.64 / -0.12 (-0.07%) 11/16/20 Evercore ISI Take-Two initiated with an Outperform at Evercore ISI 11/12/20 Piper Sandler Take-Two acquisition of Codemasters expensive, says Piper Sandler 11/11/20 Truist Electronic Arts price target lowered to $138 from $153 at Truist 11/10/20 Truist Take-Two price target raised to $175 from $170 at Truist VRNS Varonis $125.98 / +3.16 (+2.57%) 10/27/20 Wedbush Varonis price target raised to $160 from $150 at Wedbush 10/27/20 Stifel Varonis price target raised to $130 from $110 at Stifel 10/27/20 Craig-Hallum Varonis upgraded to Buy at Craig-Hallum following quarterly results 10/27/20 Needham Varonis price target raised to $160 from $135 at Needham CONE CyrusOne $68.89 / +0.25 (+0.36%) 12/03/20 Mizuho Mizuho initiates data center REIT sector with positive outlook 12/02/20 Mizuho CyrusOne initiated with a Neutral at Mizuho 11/02/20 Deutsche Bank CyrusOne price target lowered to $80 from $88 at Deutsche Bank 09/23/20 Deutsche Bank CyrusOne valuation discount to peers unwarranted, says Deutsche Bank NVDA Nvidia $542.37 / +6.665 (+1.24%) 11/19/20 Truist Nvidia price target raised to $643 from $623 at Truist 11/19/20 New Street New Street keeps $400 target on Nvidia, says cycles will peak soon 11/19/20 Craig-Hallum Nvidia price target raised to $520 from $500 at Craig-Hallum 11/19/20 Raymond James Nvidia price target raised to $600 from $550 at Raymond James DOCU DocuSign $243.07 / +11.98 (+5.18%) 12/04/20 Needham DocuSign price target raised to $275 from $240 at Needham 12/04/20 RBC Capital DocuSign price target raised to $325 from $275 at RBC Capital 12/04/20 Deutsche Bank DocuSign price target raised to $235 from $225 at Deutsche Bank 12/04/20 Citi DocuSign price target raised to $282 from $257 at Citi ZEN Zendesk $135.77 / +0.82 (+0.61%) 10/30/20 Canaccord Zendesk price target raised to $130 from $115 at Canaccord 10/30/20 Wells Fargo Zendesk price target raised to $165 from $120 at Wells Fargo 10/30/20 JMP Securities Zendesk price target raised to $143 from $125 at JMP Securities 10/30/20 Stifel Zendesk upgraded to Buy on digital transformation 'wave' at Stifel CHTR Charter $670.53 / +0.79 (+0.12%) 11/16/20 BofA Berry Global, Charter, Spunk & UPS removed from US 1 List at BofA 11/02/20 Rosenblatt Charter price target raised to $750 from $700 at Rosenblatt 11/02/20 Truist Charter price target raised to $700 from $650 at Truist 10/28/20 Benchmark Charter price target raised to $725 from $640 at Benchmark CCOI Cogent $58.27 / +0.16 (+0.28%) 11/17/20 RBC Capital Cogent price target lowered to $70 from $79 at RBC Capital 11/04/20 Citi Cogent price target lowered to $75 from $89 at Citi 10/16/20 Credit Suisse Cogent downgraded on 'subdued' customer growth at Credit Suisse 10/16/20 Credit Suisse Cogent downgraded to Neutral from Outperform at Credit Suisse ZS Zscaler $180.76 / -4.99 (-2.69%) 12/03/20 Loop Capital Zscaler price target raised to $215 from $170 at Loop Capital 12/03/20 Credit Suisse Zscaler price target raised to $175 from $160 at Credit Suisse 12/03/20 Wedbush Zscaler price target raised to $185 from $175 at Wedbush 12/03/20 DA Davidson Zscaler price target raised to $185 from $155 at DA Davidson MTZ MasTec $62.53 / +1.445 (+2.37%) 11/20/20 KeyBanc MasTec price target raised to $66 from $56 at KeyBanc 11/02/20 DA Davidson MasTec price target raised to $58 from $50 at DA Davidson 11/02/20 B. Riley Securities MasTec price target raised to $68 from $57 at B. Riley Securities 11/02/20 Credit Suisse MasTec price target raised to $62 from $54 at Credit Suisse INTC Intel $51.98 / +0.96 (+1.88%) 11/23/20 Mizuho Micron price target raised to $70 from $56 at Mizuho 11/13/20 Morgan Stanley Few weeks delay of Ice Lake shouldn't be major Intel issue, says Morgan Stanley 11/13/20 Mizuho Intel checks show Ice Lake delay not as bad as feared, says Mizuho 11/11/20 Credit Suisse Credit Suisse likes move to Apple silicon on Mac, unified product portfolio LUMN Lumen $10.57 / +0.07 (+0.67%) 11/05/20 Oppenheimer Lumen upgraded to Outperform from Perform at Oppenheimer ANET Arista Networks $270.26 / +0.78 (+0.29%) 11/18/20 Evercore ISI Arista Networks upgraded to Outperform from In Line at Evercore ISI 11/03/20 FBN Securities Arista Networks price target raised to $300 from $275 at FBN Securities 11/03/20 Wells Fargo Arista Networks price target raised to $240 from $230 at Wells Fargo 11/03/20 Credit Suisse Arista Networks price target raised to $184 from $148 at Credit Suisse ZI ZoomInfo $46.21 / +0.62 (+1.36%) 11/19/20 Fly Intel: Top five analyst upgrades 11/19/20 Morgan Stanley ZoomInfo upgraded to Overweight from Equal Weight at Morgan Stanley 11/05/20 Lake Street TechTarget price target raised to $51 from $43 at Lake Street 11/05/20 RBC Capital ZoomInfo upgraded to Outperform from Sector Perform at RBC Capital AMBA Ambarella $95.01 / +6.5 (+7.34%) 12/03/20 Rosenblatt Ambarella price target raised to $100 from $82 at Rosenblatt 12/03/20 Stifel Ambarella price target raised to $90 from $78 at Stifel 11/24/20 Needham Ambarella price target raised to $80 from $63 at Needham 11/24/20 Craig-Hallum Ambarella price target raised to $90 from $75 at Craig-Hallum CYBR CyberArk $113.75 / -0.88 (-0.77%) 11/11/20 DA Davidson CyberArk price target lowered to $100 from $115 at DA Davidson 11/11/20 JPMorgan Market wrong in selling off CyberArk post earnings, says JPMorgan 11/11/20 Mizuho CyberArk price target lowered to $123 from $128 at Mizuho 11/11/20 Barclays CyberArk price target lowered to $118 from $130 at Barclays DESP Despegar.com $12.19 / +0.38 (+3.22%) 11/30/20 Morgan Stanley Despegar.com price target raised to $8 from $7.50 at Morgan Stanley 04/21/20 UBS Despegar.com downgraded to Neutral from Buy at UBS 03/06/20 Citi Citi initiates online travel space with mostly Buy ratings 03/06/20 Citi Despegar.com initiated with a Buy at Citi DOMO Domo $44.91 / +6.57 (+17.14%) 12/04/20 JMP Securities Domo price target raised to $60 from $53 at JMP Securities 09/04/20 Needham Domo price target raised to $61 from $47 at Needham 09/04/20 Cowen Domo price target raised to $50 from $42 at Cowen 09/04/20 Credit Suisse Domo price target raised to $40 from $33 at Credit Suisse HHR HeadHunter $25.44 / +0.15 (+0.59%) 06/23/20 BCS Global HeadHunter downgraded to Sell from Hold at BCS Global 03/11/20 JPMorgan HeadHunter price target lowered to $15 from $16 at JPMorgan NWS News Corp $18.67 / +0.12 (+0.65%) REA American Real Estate Investment 163 $0.00 / + (+0.00%) ZS ZI ZEN VRNS TTWO NWS NVDA MTZ LUMN INTC HHR DOMO DOCU DESP CYBR CONE CHTR CCOI ANET AMBA ZS Zscaler $180.76 / -4.99 (-2.69%) 12/03/20 Zscaler raises FY21 EPS view to 37c-38c from 28c-30c, consensus 31c 12/02/20 Zscaler sees Q2 EPS 7c-8c, consensus 7c 12/02/20 Zscaler reports Q1 EPS 14c, consensus 6c 12/02/20 Notable companies reporting after market close ZI ZoomInfo $46.21 / +0.62 (+1.36%) 11/09/20 ZoomInfo raises FY20 adj. EPS view to 31c-32c from 29c-30c 11/09/20 ZoomInfo sees Q4 adjusted EPS 9c-10c, consensus 9c 11/09/20 ZoomInfo reports Q3 adjusted EPS 11c, consensus 9c 11/09/20 Notable companies reporting after market close ZEN Zendesk $135.77 / +0.82 (+0.61%) 10/29/20 Zendesk sees FY20 revenue $1.02B-$1.025B, consensus $1.01B 10/29/20 Zendesk sees Q4 revenue $274M-$279M, consensus $273.57M 10/29/20 Zendesk reports Q3 adjusted EPS 18c, consensus 11c 10/29/20 Notable companies reporting after market close VRNS Varonis $125.98 / +3.16 (+2.57%) 10/27/20 Varonis reports Q3 non-GAAP EPS 6c, consensus (13c) 10/26/20 Varonis sees Q4 EPS 10c-13c, consensus (2c) 08/03/20 Varonis sees Q3 EPS (14c)-(11c), consensus (16c) 08/03/20 Varonis reports Q2 EPS (77c), consensus (35c) TTWO Take-Two $180.64 / -0.12 (-0.07%) 11/05/20 Take-Two raises FY21 net bookings view to $3.15B-$3.25B from $2.8B-$2.9B 11/05/20 Take-Two reports Q2 GAAP EPS 86c, consensus $1.48 11/05/20 Notable companies reporting after market close 08/03/20 Take-Two raises FY21 EPS view to $3.04-$3.30 from $2.60-$2.85 NWS News Corp $18.67 / +0.12 (+0.65%) 11/05/20 News Corp. reports Q1 adjusted EPS 8c, consensus 0c 08/06/20 News Corp reports Q4 adjusted EPS (3c), consensus (9c) NVDA Nvidia $542.37 / +6.665 (+1.24%) 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 MTZ MasTec $62.53 / +1.445 (+2.37%) 10/29/20 MasTec sees FY20 adjusted EPS $5.00-$5.09, consensus $4.92 10/29/20 MasTec sees Q4 adjusted EPS $1.64-$1.73, consensus $1.72 10/29/20 MasTec reports Q3 adjusted EPS $1.83, consensus $1.68 07/30/20 MasTec sees FY20 adjusted EPS $4.93, consensus $4.63 LUMN Lumen $10.57 / +0.07 (+0.67%) 11/04/20 Lumen reports Q3 EPS ex-items 40c, consensus 30c 11/04/20 Notable companies reporting after market close INTC Intel $51.98 / +0.96 (+1.88%) 10/22/20 Intel sees Q4 adjusted EPS $1.10, consensus $1.06 10/22/20 Intel raises FY20 adjusted EPS view to $4.90 from $4.85, consensus $4.85 10/22/20 Intel reports Q3 adjusted EPS $1.11, consensus $1.10 10/22/20 Notable companies reporting after market close HHR HeadHunter $25.44 / +0.15 (+0.59%) 11/20/20 HeadHunter reports Q3 EPS 13c, consensus 15c 08/27/20 HeadHunter reports Q2 EPS 6c, consensus 13c DOMO Domo $44.91 / +6.57 (+17.14%) 12/03/20 Domo narrows FY21 EPS view to ($1.87)-($1.83) from ($1.91)-($1.83) 12/03/20 Domo sees Q4 adjusted EPS (46c)-(42c), consensus (43c) 12/03/20 Domo reports Q3 adjusted EPS (40c), consensus (44c) 09/03/20 Domo sees FY21 EPS ($1.91) to ($1.83), consensus ($2.03) DOCU DocuSign $243.07 / +11.98 (+5.18%) 12/03/20 DocuSign sees FY21 revenue $1.426B-$1.430B, consensus $1.39B 12/03/20 DocuSign sees Q4 revenue $404M-$408M, consensus $387.34M 12/03/20 DocuSign reports Q3 non-GAAP EPS 22c, consensus 13c 12/03/20 Notable companies reporting after market close DESP Despegar.com $12.19 / +0.38 (+3.22%) 11/12/20 Despegar.com reports Q3 adjusted EPS (35c), consensus (41c) 08/21/20 Despegar.com reports Q2 adj. EPS (31c), consensus (46c) CYBR CyberArk $113.75 / -0.88 (-0.77%) 11/10/20 CyberArk sees Q4 EPS 52c-67c, consensus 63c 11/10/20 CyberArk reports Q3 EPS 31c, consensus 29c 08/04/20 CyberArk sees Q3 EPS 19c-33c, consensus 38c 08/04/20 CyberArk reports Q2 EPS 42c, consensus 27c CONE CyrusOne $68.89 / +0.25 (+0.36%) 10/28/20 CyrusOne raises FY20 normalized FFO view to $3.80-$3.90 from $3.75-$3.90 10/28/20 CyrusOne reports Q3 EPS (32c), consensus (1c) 07/29/20 CyrusOne backs FY normalized FFO view $3.75-$3.90, consensus $3.82 07/29/20 CyrusOne reports Q2 normalized FFO $1.03, consensus 93c CHTR Charter $670.53 / +0.79 (+0.12%) 10/30/20 Charter reports Q3 EPS $3.90, consensus $3.03 10/29/20 Notable companies reporting before tomorrow's open 07/31/20 Charter reports Q2 EPS $3.63, consensus $2.44 CCOI Cogent $58.27 / +0.16 (+0.28%) 11/05/20 Cogent reports Q3 EPS (11c), consensus 22c 08/06/20 Cogent reports Q2 EPS 18c, consensus 23c ANET Arista Networks $270.26 / +0.78 (+0.29%) 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 AMBA Ambarella $95.01 / +6.5 (+7.34%) 11/24/20 Ambarella sees Q4 revenue $56M-$60M, consensus $52.31M 11/23/20 Ambarella reports Q3 EPS 9c, consensus 5c 09/02/20 Ambarella sees Q3 revenue $52M-$56M, consensus $55.12M 09/02/20 Ambarella reports Q2 EPS 6c, consensus (2c) 02 Dec 20 Aug 16 Jul 04 Jun ZS TTWO NWS NVDA INTC HHR DOCU CONE CHTR ZS Zscaler $180.76 / -4.99 (-2.69%) 09/01/20 Hackers test security of Trump campaign sites ahead of election, Reuters says 06/20/20 Intel, Western Digital among cheap tech stops, Barron's says TTWO Take-Two $180.64 / -0.12 (-0.07%) 10/12/20 Take-Two's Rockstar purchased Ruffian Games, TheGamer says 10/03/20 Videogame stocks about to get another boost, Barron's says 10/01/20 Roblox working with investment banks for U.S. stock market listing, Reuters says 08/11/20 AT&T may not sell Warner Bros. Interactive after all, PCGamer reports NWS News Corp $18.67 / +0.12 (+0.65%) 11/24/20 Bertelsmann in lead to buy Simon & Schuster from ViacomCBS, FT reports 08/20/20 More companies join fight against Apple App Store terms, WSJ says NVDA Nvidia $542.37 / +6.665 (+1.24%) 11/24/20 Google has 400 games in development for Stadia, MobileSyrup says 11/24/20 Nvidia to support AMD mobility CPUs for high-end GPUs, WccfTech reports 11/23/20 Intel, Nvidia chips power supercomputing center in China, NY Times reports 11/12/20 Amazon moves some Alexa computing to own chips, Reuters says INTC Intel $51.98 / +0.96 (+1.88%) 12/07/20 Apple working on new series of Mac processors, Bloomberg reports 11/28/20 Apple's new MacBooks delight critics, investors should care too, Barron's says 11/24/20 Intel quietly shuts down AR/VR project Intel Studios, Protocol reports HHR HeadHunter $25.44 / +0.15 (+0.59%) 06/23/20 Putin proposes tax cut for information technology companies, Bloomberg says DOCU DocuSign $243.07 / +11.98 (+5.18%) 08/15/20 Cisco earnings showing tech stock not immune to COVID, Barron's says CONE CyrusOne $68.89 / +0.25 (+0.36%) 07/02/20 CyrusOne seen by industry execs as unlikely to pursue near-term sale, CTFN says 07/02/20 CTFN publishes report on CyrusOne CEO selection implications CHTR Charter $670.53 / +0.79 (+0.12%) 09/01/20 TPG exploring $8B sale of U.S. cable operator Astound, Reuters reports 08/17/20 Court: Charter can charge video sites for network connections, Ars Technica says ZS ZI ZEN VRNS TTWO NWS NVDA LUMN INTC HHR DOMO DOCU CHTR ANET AMBA ZS Zscaler $180.76 / -4.99 (-2.69%) 12/03/20 Fly Intel: Wall Street's top stories for Thursday 12/03/20 Fly Intel: Wall Street's top stories at midday 12/02/20 Fly Intel: After-Hours Movers 09/10/20 Fly Intel: Pre-market Movers ZI ZoomInfo $46.21 / +0.62 (+1.36%) 11/09/20 Fly Intel: After-Hours Movers 09/17/20 CVS initiation, Stitch Fix upgrade among today's top calls on Wall Street 09/17/20 Fly Intel: Pre-market Movers 08/31/20 Fly Insider: Axis Capital, Purple Innovation among week's notable insider trades ZEN Zendesk $135.77 / +0.82 (+0.61%) 10/29/20 Fly Intel: After-Hours Movers 07/30/20 Fly Intel: After-Hours Movers VRNS Varonis $125.98 / +3.16 (+2.57%) 10/27/20 Foot Locker, DocuSign initiations among today's top calls on Wall Street 10/26/20 Fly Intel: After-Hours Movers 08/03/20 Fly Intel: After-Hours Movers TTWO Take-Two $180.64 / -0.12 (-0.07%) 12/01/20 Game On: PS5 breaks U.K. launch sales record 11/24/20 Game On: KeyBanc concerned about lack of 'Call of Duty' sales data 11/17/20 Game On: NPD says total U.S. game industry spending continues to break records 11/10/20 Game On: Xbox Series X, PlayStation 5 out this week NWS News Corp $18.67 / +0.12 (+0.65%) 08/25/20 Game On: Apple-Epic legal spat continues as Microsoft's Spencer weighs in 06/23/20 Fly Intel: Wall Street's top stories for Tuesday NVDA Nvidia $542.37 / +6.665 (+1.24%) 12/04/20 The Intersection: Crypto and Wall Street This Week 11/27/20 The Intersection: Crypto and Wall Street This Week 11/20/20 The Intersection: Crypto and Wall Street This Week LUMN Lumen $10.57 / +0.07 (+0.67%) 11/30/20 Fly Intel: What to watch in Zoom Video earnings report INTC Intel $51.98 / +0.96 (+1.88%) 11/02/20 Intel, Cardinal Health upgrades among today's top calls on Wall Street 10/28/20 AMD, Lululemon upgrades among today's top calls on Wall Street 10/25/20 Opening Day: McAfee returns to public market with $740M IPO 10/23/20 Fly Intel: Wall Street's top stories for Friday HHR HeadHunter $25.44 / +0.15 (+0.59%) 11/20/20 Fly Intel: Pre-market Movers DOMO Domo $44.91 / +6.57 (+17.14%) 09/04/20 Fly Intel: Wall Street's top stories for Friday 09/04/20 Fly Intel: Wall Street's top stories at midday 09/04/20 Fly Intel: Pre-market Movers DOCU DocuSign $243.07 / +11.98 (+5.18%) 12/04/20 Fly Intel: Pre-market Movers 12/03/20 Fly Intel: After-Hours Movers 10/14/20 Microsoft resumption, Nio upgrade among top calls on Wall Street CHTR Charter $670.53 / +0.79 (+0.12%) 07/31/20 Fly Intel: Pre-market Movers ANET Arista Networks $270.26 / +0.78 (+0.29%) 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 AMBA Ambarella $95.01 / +6.5 (+7.34%) 11/23/20 Fly Intel: After-Hours Movers 09/02/20 Fly Intel: After-Hours Movers 12/08/20 Global TMT Virtual Conference 12/11/20 Semi-Annual Silicon Valley Virtual Tour 12/14/20 7th Annual Networking Virtual Summit 12/15/20 Semi-Annual Silicon Valley Virtual Tour 01/21/21 Intel - INTC 12/08/20 Varonis 12/09/20 Zscaler, Inc. 12/16/20 Ambarella 01/06/21 Zscaler, Inc. ZS ZI TTWO NWS NVDA LUMN INTC DOMO DOCU AMBA ZS Zscaler $180.76 / -4.99 (-2.69%) 12/04/20 Unusually active option classes on open December 4th 12/02/20 Zscaler options imply 13.7% move in share price post-earnings 09/17/20 Zscaler put volume heavy and directionally bearish 09/09/20 Zscaler options imply 17.0% move in share price post-earnings ZI ZoomInfo $46.21 / +0.62 (+1.36%) 09/29/20 ZoomInfo Technologies call volume above normal and directionally bullish TTWO Take-Two $180.64 / -0.12 (-0.07%) 10/26/20 TakeTwo Interactive Software call volume above normal and directionally bullish 07/30/20 TakeTwo Interactive Software put volume heavy and directionally bearish 07/24/20 TakeTwo Interactive Software call volume above normal and directionally bullish 07/02/20 TakeTwo Interactive Software put volume heavy and directionally bearish NWS News Corp $18.67 / +0.12 (+0.65%) 11/06/20 Early notable gainers among liquid option names on November 6th NVDA Nvidia $542.37 / +6.665 (+1.24%) 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 10/06/20 Unusually active option classes on open October 6th LUMN Lumen $10.57 / +0.07 (+0.67%) 10/23/20 Lumen Technologies put volume heavy and directionally bearish 10/22/20 Lumen Technologies put volume heavy and directionally bearish 10/21/20 Lumen Technologies put volume heavy and directionally bearish 10/20/20 Lumen Technologies put volume heavy and directionally bearish INTC Intel $51.98 / +0.96 (+1.88%) 11/13/20 Intel put buyer realizes 95% same-day gains 10/27/20 Unusually active option classes on open October 27th 10/27/20 Notable open interest changes for October 27th 10/26/20 Notable open interest changes for October 26th DOMO Domo $44.91 / +6.57 (+17.14%) 09/03/20 Domo options imply 21.9% move in share price post-earnings DOCU DocuSign $243.07 / +11.98 (+5.18%) 12/03/20 DocuSign options imply 11.4% move in share price post-earnings 11/11/20 DocuSign call buyer realizes 120% same-day gains 10/14/20 Unusually active option classes on open October 14th 09/03/20 DocuSign options imply 21.6% move in share price post-earnings AMBA Ambarella $95.01 / +6.5 (+7.34%) 12/03/20 Ambarella call volume above normal and directionally bullish 11/23/20 Ambarella options imply 12.9% move in share price post-earnings 09/01/20 Ambarella call volume above normal and directionally bullish
Conference/Events	Nasdaq, in association with Morgan Stanley to hold a virtual conference » 04:55 12/04/20 12/04 04:55 12/04/20 04:55 AKAM Akamai $103.97 / +0.52 (+0.50%) , ALNY Alnylam $131.06 / +1.53 (+1.18%) , ANSS Ansys $337.66 / +2.75 (+0.82%) , DOX Amdocs $65.74 / -0.29 (-0.44%) , EBAY eBay $50.28 / -1.085 (-2.11%) , EQIX Equinix $692.83 / +2.46 (+0.36%) , HBAN Huntington Bancshares $12.98 / +0.16 (+1.25%) , HSIC Henry Schein $66.42 / -0.03 (-0.05%) , INTU Intuit $363.69 / +8.21 (+2.31%) , LITE Lumentum $87.87 / +0.71 (+0.81%) , OLED Universal Display $233.18 / +1.23 (+0.53%) , ZI ZoomInfo $45.59 / +2.6 (+6.05%) , ZG Zillow Group $111.21 / -0.74 (-0.66%) , YNDX Yandex $69.32 / +0.12 (+0.17%) , TSCO Tractor Supply $134.81 / -1.95 (-1.43%) , SRCL Stericycle $69.67 / -0.21 (-0.30%) , QLYS Qualys $92.72 / -0.86 (-0.92%) , PTC PTC $108.09 / +0.88 (+0.82%) , POOL Pool Corp. $330.23 / -9.2 (-2.71%) , PODD Insulet $255.86 / +0.71 (+0.28%) , PFPT Proofpoint $108.86 / +1.97 (+1.84%) , ON ON Semiconductor $29.10 / +0.135 (+0.47%) Nasdaq 43rd Virtual… Nasdaq 43rd Virtual Investor Conference will be held on December 1-4. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZI ZG YNDX TSCO SRCL QLYS PTC POOL PODD PFPT ON LITE INTU HSIC HBAN EQIX EBAY DOX ANSS ALNY AKAM ZI ZoomInfo $45.59 / +2.6 (+6.05%) 11/05/20 ZoomInfo acquires EverString to expand Its breadth of company and contact data 10/15/20 ZoomInfo acquires Clickagy 08/14/20 Tiger Global takes stake in ZoomInfo during Q2, exits iQIYI ZG Zillow Group $111.21 / -0.74 (-0.66%) 11/16/20 Zillow Group chairman sells 400K shares of common stock 09/23/20 Zillow Offers to expand services in 2021 08/14/20 New Home Company announces partnership with Zillow Offers 08/06/20 Zillow up 10.35% after reporting Q2 earnings, giving Q3 guidance YNDX Yandex $69.32 / +0.12 (+0.17%) 10/16/20 Yandex, Tinkoff terminate acquisition discussions 09/22/20 Yandex confirms discussions with Tinkoff Group 09/04/20 Yandex, Uber agree to spin off self-driving vehicles business 07/28/20 Yandex is not providind guidance for FY20 TSCO Tractor Supply $134.81 / -1.95 (-1.43%) 10/22/20 Tractor Supply backs FY20 CapEx view $300M-$325M 08/06/20 Tractor Supply raises quarterly dividend to 40c per share from 35c per share 07/23/20 Tractor Supply raises FY20 CapEx view to $300M-$325M from $225M-$275M 06/18/20 Tractor Supply appoints Melissa Kersey Chief Human Resources Officer SRCL Stericycle $69.67 / -0.21 (-0.30%) 12/02/20 Stericycle divests global product recall business to Sedgwick 08/06/20 Stericycle completes sale of Argentina operations 06/19/20 Stericycle CIO David Stahl to leave company QLYS Qualys $92.72 / -0.86 (-0.92%) 11/16/20 Qualys extends partnership with Armor to include compliance 10/12/20 Qualys expands into China, partners with Digital China 07/29/20 Qualys acquires software assets of Spell Security 07/07/20 Qualys appoints Ben Carr as Chief Information Security Officer PTC PTC $108.09 / +0.88 (+0.82%) 11/10/20 PTC names Troy Richardson as COO 10/28/20 PTC, Rockwell Automation extend strategic alliance 09/08/20 Teradata promotes Hillary Ashton to chief product officer 07/29/20 PTC's Windchill SaaS selected by U.S. Navy POOL Pool Corp. $330.23 / -9.2 (-2.71%) 10/07/20 Pool Corp. to replace E-Trade in S&P 500 at open on 10/7 10/07/20 Neogen to replace Pool Corp. in S&P 400 at open on 10/7 PODD Insulet $255.86 / +0.71 (+0.28%) 09/21/20 Insulet launches Omnipod DASH System in additional countries 06/05/20 Insulet resumes pivotal study of Omnipod, Powered by Horizon PFPT Proofpoint $108.86 / +1.97 (+1.84%) 10/13/20 Proofpoint announces Content Capture for Microsoft Teams 10/07/20 Proofpoint CEO sells 10K shares of common stock 09/17/20 Proofpoint CEO: We are executing well 09/03/20 Proofpoint, CyberArk extend partnership to further safeguard high-risk users ON ON Semiconductor $29.10 / +0.135 (+0.47%) 11/17/20 ON Semiconductor COO Schromm sells almost $3M in company shares 11/10/20 ON Semiconductor establishes motor control applications collaboration with Theta 10/12/20 Starboard sees upside in shares of Corteva and ON Semiconductor 10/05/20 ON Semiconductor appoints Itron CEO Thomas Deitrich to board LITE Lumentum $87.87 / +0.71 (+0.81%) 11/16/20 Lumentum acquires TriLumina assets; terms not disclosed 09/04/20 FCC says U.S. rural telecom networks need $1.84B to remove Huawei, ZTE equipment 08/11/20 Lumentum CEO says 'better than projected results' in Q4 07/30/20 Huawei surpasses Samsung in smartphone shipments in Q2, says Canalys INTU Intuit $363.69 / +8.21 (+2.31%) 11/25/20 Intuit gets DOJ nod to buy Credit Karma after pact to sell tax unit to Square 11/25/20 Intuit reports Credit Karma Tax business to be sold to Square 11/25/20 Intuit announces DOJ clearance for acquisition of Credit Karma 11/19/20 Qualcomm appoints Sylvia Acevedo, Greg Johnson to board of directors HSIC Henry Schein $66.42 / -0.03 (-0.05%) 11/02/20 Henry Schein: Oct. revenues continued Sept. trend, 'maybe a little higher' 10/28/20 Henry Schein announces exclusive distribution agreement with Carrizo Dental 08/04/20 Dentsply Sirona, Patterson higher as Henry Schein discusses July trends on call 08/04/20 Henry Schein says global dental sales up mid single-digit percent in July HBAN Huntington Bancshares $12.98 / +0.16 (+1.25%) 11/30/20 Huntington Bancshares to upgrade entire ATM network, replace 400 machines by YE 11/22/20 Fly Intel: Top five weekend stock stories 10/22/20 Huntington Banc cautiously optimistic C&I loan growth to improve later this year 10/22/20 Huntington Bancshares sees FY20 net interest income up 1%-2% EQIX Equinix $692.83 / +2.46 (+0.36%) 11/25/20 Equinix invests $55M in third data center in Osaka 11/17/20 Equinix invests $200M in Washington, D.C. area data center expansions 10/19/20 EllaLink, Equinix partner for data centers in Madrid, Sao Paulo 10/05/20 Equinix, Omantel open new International Business Exchange data center in Barka EBAY eBay $50.28 / -1.085 (-2.11%) 12/01/20 eBay names Julie Loeger as Global Chief Growth Officer 11/23/20 eBay announces 'Up & Running Grants' program 11/20/20 eBay opens drive-thru authentication station in Los Angeles 11/19/20 eBay, Optoro announce partnership for resale of returned, excess inventory DOX Amdocs $65.74 / -0.29 (-0.44%) 12/01/20 Amdocs and Telefonica Movistar Chile extend and expand partnership 10/05/20 Amdocs announces agreement with AIA Thailand 09/22/20 Vubiquity announces partnership with the Liberty Global group 09/02/20 Amdocs extends multi-year services agreement with Brazil's Telefonica Vivo ANSS Ansys $337.66 / +2.75 (+0.82%) 11/12/20 Ansys CEO sells 22K shares of common stock 10/26/20 Ansys to acquire Analytical Graphics for $700M ALNY Alnylam $131.06 / +1.53 (+1.18%) 12/03/20 Alnylam selects PANTHERx Rare Pharmacy as Oxlumo partner 12/03/20 Alnylam completes enrollment in ILLUMINATE-C study of lumasiran 12/03/20 Alnylam selects Orsini Specialty as distribution partner for Oxlumo 11/24/20 Alnylam announces new framework for VBAs to help PH1 patients get Oxlumo AKAM Akamai $103.97 / +0.52 (+0.50%) 11/04/20 Akamai CEO: We had a great quarter, we're doing very well 09/22/20 Akamai, AT&T extend business relationship through 2023 07/01/20 Akamai CFO sells 4,758 common shares 06/23/20 Limelight jumps as analyst sees 'best-in-class' video content delivery network AKAM ALNY ANSS DOX EBAY EQIX HBAN HSIC INTU LITE OLED ZI ZG YNDX TSCO SRCL QLYS PTC POOL PODD PFPT ON AKAM Akamai $103.97 / +0.52 (+0.50%) 11/12/20 Piper Sandler Akamai price target lowered to $120 from $125 at Piper Sandler 10/15/20 DA Davidson Fastly price target lowered to $105 from $115 at DA Davidson 10/15/20 Piper Sandler Piper says buy Akamai, Cloudflare on Fastly related selloff 10/08/20 FBN Securities Cloudflare initiated with an Outperform at FBN Securities ALNY Alnylam $131.06 / +1.53 (+1.18%) 11/24/20 BMO Capital Alnylam price target raised to $183 at BMO Capital on early Oxlumo approval 11/24/20 Piper Sandler Piper reiterates Overweight rating on Alnylam after Oxlumo approved 09/30/20 Berenberg Alnylam reinitiated with a Hold at Berenberg 09/08/20 Citi Alnylam initiated with a Buy at Citi ANSS Ansys $337.66 / +2.75 (+0.82%) 11/24/20 Credit Suisse Ansys initiated with an Outperform at Credit Suisse 10/27/20 RBC Capital Ansys price target raised to $348 from $310 at RBC Capital 10/26/20 Stifel SAP news impact may be company-specific for software sector, says Stifel 08/04/20 Guggenheim Ansys price target raised to $350 from $278 at Guggenheim DOX Amdocs $65.74 / -0.29 (-0.44%) 11/11/20 JPMorgan Amdocs upgraded to Overweight with $75 target at JPMorgan 11/11/20 JPMorgan Amdocs upgraded to Overweight from Neutral at JPMorgan 02/05/20 Oppenheimer Amdocs price target raised to $85 from $77 at Oppenheimer EBAY eBay $50.28 / -1.085 (-2.11%) 11/27/20 Truist Amazon to claim 42c of every e-commerce dollar spent, says Truist 11/04/20 BMO Capital PayPal price target lowered to $193 from $200 at BMO Capital 11/03/20 KeyBanc PayPal price target lowered to $215 from $230 at KeyBanc 11/03/20 Morgan Stanley PayPal growth potential looks even better after Q3, says Morgan Stanley EQIX Equinix $692.83 / +2.46 (+0.36%) 12/03/20 Mizuho Mizuho initiates data center REIT sector with positive outlook 12/02/20 Mizuho Equinix initiated with a Buy at Mizuho 11/03/20 RBC Capital Equinix price target lowered to $825 from $845 at RBC Capital 10/29/20 Wells Fargo Equinix price target lowered to $825 from $840 at Wells Fargo HBAN Huntington Bancshares $12.98 / +0.16 (+1.25%) 10/26/20 Fly Intel: Top five analyst upgrades 10/26/20 Wedbush Huntington Bancshares upgraded to Outperform at Wedbush 10/26/20 Wedbush Huntington Bancshares upgraded to Outperform from Neutral at Wedbush 07/31/20 Wolfe Research Huntington Bancshares initiated with an Outperform at Wolfe Research HSIC Henry Schein $66.42 / -0.03 (-0.05%) 10/28/20 Cleveland Research Henry Schein estimates for second half raised at Cleveland Research 05/06/20 Barrington Henry Schein downgraded to Market Perform from Outperform at Barrington 04/07/20 Goldman Sachs Henry Schein upgraded to Buy from Neutral at Goldman Sachs 04/02/20 Wolfe Research Henry Schein upgraded to Outperform from Peer Perform at Wolfe Research INTU Intuit $363.69 / +8.21 (+2.31%) 11/20/20 Morgan Stanley Intuit price target raised to $455 from $400 at Morgan Stanley 11/20/20 Oppenheimer Intuit price target raised to $382 from $355 at Oppenheimer 11/20/20 Wells Fargo Intuit price target raised to $400 from $380 at Wells Fargo 11/20/20 RBC Capital Intuit price target raised to $415 from $405 at RBC Capital LITE Lumentum $87.87 / +0.71 (+0.81%) 11/06/20 Fly Intel: Top five analyst initiations 11/06/20 MKM Partners Lumentum assumed with a Buy at MKM Partners 11/03/20 JPMorgan Lumentum price target raised to $100 from $97 at JPMorgan 10/19/20 Northland Fabrinet upgraded to Outperform following pullback at Northland OLED Universal Display $233.18 / +1.23 (+0.53%) 10/30/20 Deutsche Bank Universal Display price target raised to $220 from $205 at Deutsche Bank 09/25/20 Citi KLA on top, Amkor at bottom of Citi's Semiconductor rankings 08/07/20 Needham Universal Display upgraded to Buy from Hold at Needham 07/27/20 Oppenheimer Opco upgrades Universal Display to Outperform on favorable 2021 setup ZI ZoomInfo $45.59 / +2.6 (+6.05%) 11/19/20 Fly Intel: Top five analyst upgrades 11/19/20 Morgan Stanley ZoomInfo upgraded to Overweight from Equal Weight at Morgan Stanley 11/05/20 Lake Street TechTarget price target raised to $51 from $43 at Lake Street 11/05/20 RBC Capital ZoomInfo upgraded to Outperform from Sector Perform at RBC Capital ZG Zillow Group $111.21 / -0.74 (-0.66%) 11/19/20 Piper Sandler Home sales data reinforces Piper Sandler's constructive view of real estate 11/09/20 Wedbush Zillow Group price target raised to $118 from $80 at Wedbush 11/09/20 Citi Zillow Group price target raised to $130 from $85 at Citi 11/06/20 Stifel Zillow Group price target raised to $90 from $77 at Stifel YNDX Yandex $69.32 / +0.12 (+0.17%) 11/24/20 BofA Yandex upgraded to Buy from Neutral at BofA 10/30/20 Jefferies Yandex downgraded to Hold from Buy at Jefferies 10/29/20 Goldman Sachs Yandex reinstated with a Buy at Goldman Sachs 09/23/20 Fly Intel: Top five analyst downgrades TSCO Tractor Supply $134.81 / -1.95 (-1.43%) 10/22/20 Baird Tractor Supply price target raised to $170 from $162 at Baird 10/22/20 Baird Tractor Supply results robust as company re-invests forward, says Baird 10/19/20 RBC Capital Tractor Supply price target raised to $167 from $162 at RBC Capital 10/16/20 Baird Tractor Supply survey shows demand remains firm, says Baird SRCL Stericycle $69.67 / -0.21 (-0.30%) 10/15/20 Berenberg Stericycle initiated with a Buy at Berenberg 08/07/20 BMO Capital Stericycle price target raised to $68 from $56 at BMO Capital 06/03/20 Baird Baird reiterates Stericycle as Environmental Services best idea 05/15/20 Barrington Stericycle downgraded to Market Perform from Outperform at Barrington QLYS Qualys $92.72 / -0.86 (-0.92%) 10/22/20 Goldman Sachs Qualys downgraded to Sell from Neutral at Goldman Sachs 09/09/20 Loop Capital Qualys initiated with a Buy at Loop Capital 09/08/20 Loop Capital Qualys initiated with a Buy at Loop Capital 08/11/20 Wedbush Qualys price target raised to $120 from $110 at Wedbush PTC PTC $108.09 / +0.88 (+0.82%) 11/30/20 Deutsche Bank PTC price target raised to $120 from $100 at Deutsche Bank 10/15/20 Mizuho PTC price target raised to $105 from $100 at Mizuho 10/12/20 Deutsche Bank PTC price target raised to $100 from $95 at Deutsche Bank POOL Pool Corp. $330.23 / -9.2 (-2.71%) 11/11/20 Stephens Pool Corp. resumed with an Equal Weight at Stephens 10/23/20 KeyBanc Pool Corp. price target raised to $400 from $335 at KeyBanc 10/05/20 Longbow Pool Corp. on track for 'beat and raise' Q3, says Longbow 06/19/20 Baird Pool Corp. price target raised to $271 from $258 at Baird PODD Insulet $255.86 / +0.71 (+0.28%) 11/05/20 Wells Fargo Insulet price target raised to $266 from $250 at Wells Fargo 11/03/20 Piper Sandler Clinical Trials update positive for Insulet, says Piper Sandler 10/16/20 Citi Citi opens 'positive catalyst watch' on DexCom 08/11/20 Piper Sandler Medtronic acquisition of Companion 'a smart decision,' says Piper Sandler PFPT Proofpoint $108.86 / +1.97 (+1.84%) 11/30/20 Fly Intel: Top five analyst upgrades 11/30/20 Truist Proofpoint upgraded to Buy from Hold at Truist 11/16/20 SMBC Nikko Proofpoint initiated with an Outperform at SMBC Nikko 11/02/20 Fly Intel: Top five analyst downgrades ON ON Semiconductor $29.10 / +0.135 (+0.47%) 11/16/20 Needham ON Semiconductor price target raised to $33 from $30 at Needham 11/16/20 B. Riley Securities ON Semiconductor price target raised to $34 from $33 at B. Riley Securities 11/13/20 Piper Sandler ON Semiconductor price target raised to $32 from $28 at Piper Sandler 11/04/20 KeyBanc KeyBanc lays out possible M&A candidates as semi consolidation heats ups ZI ZG YNDX TSCO SRCL QLYS PTC POOL PODD PFPT ON OLED LITE INTU HSIC HBAN EQIX EBAY DOX ANSS ALNY AKAM ZI ZoomInfo $45.59 / +2.6 (+6.05%) 11/09/20 ZoomInfo raises FY20 adj. EPS view to 31c-32c from 29c-30c 11/09/20 ZoomInfo sees Q4 adjusted EPS 9c-10c, consensus 9c 11/09/20 ZoomInfo reports Q3 adjusted EPS 11c, consensus 9c 11/09/20 Notable companies reporting after market close ZG Zillow Group $111.21 / -0.74 (-0.66%) 11/05/20 Zillow Group reports Q3 adjusted EBITDA $152.18M vs. $15.84M last year 11/05/20 Notable companies reporting after market close 08/06/20 Zillow sees Q3 revenue $543M-$581M, consensus $754.31M 08/06/20 Zillow reports Q2 revenue $768M, consensus $615.44M YNDX Yandex $69.32 / +0.12 (+0.17%) 10/28/20 Yandex reports Q3 revenue $732.1M, consensus $722.67M 07/28/20 Yandex reports Q2 revenue $591.9M, consensus $576.14M. TSCO Tractor Supply $134.81 / -1.95 (-1.43%) 10/22/20 Tractor Supply sees Q4 EPS $1.37 - $1.47, consensus $1.34 10/22/20 Tractor Supply reports Q3 EPS $1.62, consensus $1.33 SRCL Stericycle $69.67 / -0.21 (-0.30%) 11/05/20 Stericycle reports Q3 adj. EPS 68c, consensus 56c 08/06/20 Stericycle reports Q2 adj. EPS 46c, consensus 28c QLYS Qualys $92.72 / -0.86 (-0.92%) 11/04/20 Qualys sees FY20 non-GAAP EPS $2.85-$2.87, consensus $2.65 11/04/20 Qualys sees Q4 non-GAAP EPS 69c-71c, consensus 59c 11/04/20 Qualys reports Q3 non-GAAP EPS 77c, consensus 67c 08/10/20 Qualys raises FY20 adjusted EPS view to $2.60-$2.65 from $2.46-$2.51 PTC PTC $108.09 / +0.88 (+0.82%) 10/28/20 PTC sees FY21 non-GAAP EPS $2.65-$2.85, consensus $2.83 10/28/20 PTC reports Q4 non-GAAP EPS 78c, consensus 55c 10/28/20 PTC reports Q4 non-GAAP EPS 78c, consensus 55c 07/29/20 PTC narrows FY20 EPS view to $2.28-$2.35, consensus $2.30 POOL Pool Corp. $330.23 / -9.2 (-2.71%) 10/22/20 Pool Corp. raises FY20 EPS ex-items view $8.20-$8.50 from $7.05-$7.45 10/22/20 Pool Corp. reports Q3 EPS $2.92, consensus $2.18 07/23/20 Pool Corp. raises FY20 EPS ex-items view $7.05-$7.45 from $5.45-$6.05 07/23/20 Pool Corp. reports Q2 EPS $3.87, consensus $3.10 PODD Insulet $255.86 / +0.71 (+0.28%) 11/04/20 Insulet raises FY20 revenue growth guidance to 20%-21% from 17%-19% 11/04/20 Insulet reports Q3 EPS 17c, consensus 8c 08/06/20 Insulet raises 2020 revenue growth to 17%-19% from 15% 08/06/20 Insulet sees Q3 revenue growth 13%-15% PFPT Proofpoint $108.86 / +1.97 (+1.84%) 10/29/20 Proofpoint sees FY20 EPS $1.88 -$1.91, consensus $1.68 10/29/20 Proofpoint sees Q4 EPS 41c-44c, consensus 39c 10/29/20 Proofpoint reports Q3 EPS59c , consensus 39c 08/31/20 Proofpoint backs FY20 EPS view $1.64-$1.70, consensus $1.68 ON ON Semiconductor $29.10 / +0.135 (+0.47%) 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 08/08/20 ON Semiconductor sees Q3 revenue $1.2B-$1.33B, consensus $1.27B 08/08/20 ON Semiconductor reports Q2 EPS 12c, consensus 2c OLED Universal Display $233.18 / +1.23 (+0.53%) 10/29/20 Universal Display sees FY20 revenue $385M-$400M, consensus $377.1M 10/29/20 Universal Display reports Q3 EPS 85c, consensus 45c 08/06/20 Universal Display reports Q2 EPS 2c, consensus 30c 08/06/20 Notable companies reporting after market close LITE Lumentum $87.87 / +0.71 (+0.81%) 11/02/20 Lumentum sees Q2 non-GAAP EPS $1.70-$1.90, consensus $1.60 11/02/20 Lumentum reports Q1 non-GAAP EPS $1.78, consensus $1.47 08/11/20 Lumentum sees Q1 adjusted EPS $1.40-$1.55, consensus $1.33 08/11/20 Lumentum reports Q4 adjusted EPS $1.18, consensus 82c INTU Intuit $363.69 / +8.21 (+2.31%) 11/19/20 Intuit sees FY21 adjusted EPS $8.40-$8.55, consensus $8.43 11/19/20 Intuit sees Q2 adjusted EPS $1.31-$1.34, consensus $1.21 11/19/20 Intuit reports Q1 adjusted EPS 94c, consensus 37c 11/19/20 Notable companies reporting after market close HSIC Henry Schein $66.42 / -0.03 (-0.05%) 11/02/20 Henry Schein reports Q3 EPS $1.03, consensus 79c 08/04/20 Henry Schein not providing FY20 guidance at this time 08/04/20 Henry Schein reports Q2 EPS 0c, consensus (12c) 08/03/20 Notable companies reporting before tomorrow's open HBAN Huntington Bancshares $12.98 / +0.16 (+1.25%) 10/22/20 Huntington Bancshares sees FY20 revenue up 3.0%-3.5%, consensus $4.78B 10/22/20 Huntington Bancshares reports Q3 EPS 27c, consensus 25c 10/21/20 Notable companies reporting before tomorrow's open EQIX Equinix $692.83 / +2.46 (+0.36%) 10/28/20 Equinix narrows FY20 adjusted FFO view to $24.38-$24.61 from $23.87-$24.67 10/28/20 Equinix sees Q4 revenue $1.55B-$1.57B, consensus $1.55B 10/28/20 Equinix reports Q3 adjusted FFO $6.48, consensus $6.03 07/29/20 Equinix sees Q3 revenue $1.49B-$1.51B, consensus $1.5B EBAY eBay $50.28 / -1.085 (-2.11%) 10/28/20 eBay sees FY20 continuing operations EPS $3.00-$3.06 10/28/20 eBay sees Q4 EPS from continuing operations 78c-84c 10/28/20 eBay reports Q3 EPS 85c, consensus 86c 10/28/20 Notable companies reporting after market close DOX Amdocs $65.74 / -0.29 (-0.44%) 11/10/20 Amdocs sees FY21 revenue growth of 3.5%-7.5% YoY, consensus $4.28B 11/10/20 Amdocs sees FY21 EPS growth approximately 5%-9% YoY 11/10/20 Amdocs sees Q1 EPS 1.09-$1.15, consensus $1.14 11/10/20 Amdocs reports Q4 EPS $1.23, consensus $1.18 ANSS Ansys $337.66 / +2.75 (+0.82%) 11/04/20 Ansys sees FY20 EPS $6.09-$6.40, consensus $6.09 11/04/20 Ansys sees Q4 EPS $2.36-$2.67, consensus $2.49 11/04/20 Ansys reports Q3 EPS $1.36, consensus $1.26 08/05/20 Ansys sees FY20 EPS $5.75 - $6.35, consensus $5.93 ALNY Alnylam $131.06 / +1.53 (+1.18%) 11/05/20 Alnylam reports Q3 EPS ($1.58), consensus ($1.66) 08/06/20 Alnylam reports Q2 EPS ($1.67), consensus ($1.74) AKAM Akamai $103.97 / +0.52 (+0.50%) 10/27/20 Akamai raises FY20 EPS view to $5.16-$5.20 from $5.02-$5.12, consensus $5.10 10/27/20 Akamai sees Q4 EPS $1.28-$1.32, consensus $1.29 10/27/20 Akamai reports Q3 adjusted EPS $1.31, consensus $1.23 10/27/20 Notable companies reporting after market close 02 Dec 20 Aug 25 Jun 04 Jun 13 May 12 May ZG YNDX QLYS ON LITE INTU HBAN EBAY DOX ALNY ZG Zillow Group $111.21 / -0.74 (-0.66%) 11/23/20 Zillow usage up over 50% y/y since March, NY Times reports YNDX Yandex $69.32 / +0.12 (+0.17%) 06/24/20 Yandex CFO says in talks about buying Uber out of joint venture, Bloomberg says 06/23/20 Putin proposes tax cut for information technology companies, Bloomberg says QLYS Qualys $92.72 / -0.86 (-0.92%) 06/05/20 Google said to be looking for deals to beef up security offerings, CTFN reports 06/05/20 Google said to be looking for deals to beef up security offerings, CTFN reports ON ON Semiconductor $29.10 / +0.135 (+0.47%) 10/09/20 Starboard makes new bets on Corteva, ON Semiconductor, Reuters reports LITE Lumentum $87.87 / +0.71 (+0.81%) 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 10/20/20 Swedish regulators ban Huawei, ZTE from upcoming 5G networks, Reuters reports INTU Intuit $363.69 / +8.21 (+2.31%) 11/25/20 DOJ wants Intuit to sell Credit Karma tax unit to approve deal, CNBC says 10/30/20 Square in talks to buy tax-prep business of Credit Karma, WSJ says 09/08/20 FTC probing Intuit over TurboTax marketing, ProPublica reports 08/03/20 DOJ reviewing Intuit's $7B takeover of Credit Karma, ProPublica reports HBAN Huntington Bancshares $12.98 / +0.16 (+1.25%) 11/21/20 Citizens Financial, Truist among regional bank stocks to grab, Barron's says 08/15/20 PNC, KeyCorp among large regional banks offering steady dividends, Barron's says EBAY eBay $50.28 / -1.085 (-2.11%) 11/24/20 Amazon prevails in eBay lawsuit over seller poaching, Verge says 10/17/20 eBay going back to basics, Barron's says 08/26/20 Etsy CEO says Amazon 'taking bold steps' to stifle competition, CNBC says 08/19/20 USPS delivery delays causing problems for e-commerce sellers, WSJ says DOX Amdocs $65.74 / -0.29 (-0.44%) 06/20/20 Intel, Western Digital among cheap tech stops, Barron's says ALNY Alnylam $131.06 / +1.53 (+1.18%) 11/23/20 Alnylam gets FDA approval for Oxlumo, Bloomberg reports ZI ZG YNDX TSCO QLYS PTC PODD OLED LITE INTU HBAN EBAY DOX ALNY AKAM ZI ZoomInfo $45.59 / +2.6 (+6.05%) 11/09/20 Fly Intel: After-Hours Movers 09/17/20 CVS initiation, Stitch Fix upgrade among today's top calls on Wall Street 09/17/20 Fly Intel: Pre-market Movers 08/31/20 Fly Insider: Axis Capital, Purple Innovation among week's notable insider trades ZG Zillow Group $111.21 / -0.74 (-0.66%) 11/05/20 Fly Intel: After-Hours Movers 10/25/20 Opening Day: McAfee returns to public market with $740M IPO 09/02/20 Peloton, Nvidia target hikes among today's top calls on Wall Street 09/02/20 Fly Intel: Pre-market Movers YNDX Yandex $69.32 / +0.12 (+0.17%) 11/05/20 Fly Intel: What to watch in Uber earnings report TSCO Tractor Supply $134.81 / -1.95 (-1.43%) 10/22/20 Fly Intel: Pre-market Movers 07/21/20 Tesla, Tractor Supply downgrades among today's top calls on Wall Street QLYS Qualys $92.72 / -0.86 (-0.92%) 08/10/20 Fly Intel: After-Hours Movers PTC PTC $108.09 / +0.88 (+0.82%) 07/29/20 Fly Intel: After-Hours Movers 07/08/20 Fly Intel: After-Hours Movers PODD Insulet $255.86 / +0.71 (+0.28%) 08/11/20 Medtronic rises following acquisition of insulin pen maker Companion OLED Universal Display $233.18 / +1.23 (+0.53%) 08/06/20 Fly Intel: After-Hours Movers 07/27/20 Fly Intel: Wall Street's top stories for July 27 07/27/20 Tapestry, Biogen upgrades among today's top calls on Wall Street LITE Lumentum $87.87 / +0.71 (+0.81%) 11/02/20 Fly Intel: Pre-market Movers 08/11/20 Fly Intel: Pre-market Movers 07/11/20 Week in review: How Trump's policies moved stocks 06/27/20 Week in review: How Trump's policies moved stocks INTU Intuit $363.69 / +8.21 (+2.31%) 11/25/20 Fly Intel: Wall Street's top stories for Wednesday 11/25/20 Fly Intel: Wall Street's top stories at midday 11/19/20 Fly Intel: After-Hours Movers 11/12/20 Home Depot upgrade, Lowe's downgrade among today's top calls on Wall Street HBAN Huntington Bancshares $12.98 / +0.16 (+1.25%) 10/26/20 Apple coverage reinstatement, KeyCorp downgrade among top calls on Wall Street 07/23/20 Fly Intel: Pre-market Movers EBAY eBay $50.28 / -1.085 (-2.11%) 10/29/20 Fly Intel: Wall Street's top stories for Thursday 10/29/20 Fly Intel: Wall Street's top stories at midday 10/29/20 Fly Intel: Pre-market Movers 10/28/20 Fly Intel: After-Hours Movers DOX Amdocs $65.74 / -0.29 (-0.44%) 11/10/20 Fly Intel: After-Hours Movers ALNY Alnylam $131.06 / +1.53 (+1.18%) 08/11/20 Honeywell downgrade among today's top calls on Wall Street 07/13/20 Fly Insider: 89Bio, Aprea among week's notable insider trades AKAM Akamai $103.97 / +0.52 (+0.50%) 10/27/20 Fly Intel: After-Hours Movers 10/15/20 Fly Intel: Wall Street's top stories at midday 10/15/20 Fastly tumbles as analysts cut rating after TikTok-related sales hit 07/28/20 Fly Intel: After-Hours Movers 12/04/20 Nasdaq 43rd Virtual Investor Conference 12/08/20 Global TMT Virtual Conference 12/11/20 Semi-Annual Silicon Valley Virtual Tour 12/14/20 7th Annual Networking Virtual Summit 12/15/20 Semi-Annual Silicon Valley Virtual Tour 12/07/20 Intuit - INTU 12/14/20 Zillow Group - ZG 01/12/21 ON Semiconductor - ON 12/15/20 PTC Inc 01/21/21 Intuit Inc. ZI ON OLED LITE INTU HBAN EBAY AKAM ZI ZoomInfo $45.59 / +2.6 (+6.05%) 09/29/20 ZoomInfo Technologies call volume above normal and directionally bullish ON ON Semiconductor $29.10 / +0.135 (+0.47%) 10/02/20 Unusual call flow in option market yesterday 10/01/20 Calendar collar in On Semiconductor suggests cautious view 08/28/20 ON Semiconductor put volume heavy and directionally bearish 08/07/20 ON Semiconductor call volume above normal and directionally bullish OLED Universal Display $233.18 / +1.23 (+0.53%) 08/10/20 Universal Display put volume heavy and directionally bearish LITE Lumentum $87.87 / +0.71 (+0.81%) 08/17/20 Lumentum put volume heavy and directionally bearish 08/03/20 Lumentum call volume above normal and directionally bullish INTU Intuit $363.69 / +8.21 (+2.31%) 11/19/20 Intuit options imply 3.7% move in share price post-earnings HBAN Huntington Bancshares $12.98 / +0.16 (+1.25%) 11/04/20 Unusually active option classes on open November 4th EBAY eBay $50.28 / -1.085 (-2.11%) 11/18/20 EBay call volume above normal and directionally bullish 09/29/20 EBay call volume above normal and directionally bullish 09/02/20 EBay call volume above normal and directionally bullish 07/29/20 Notable open interest changes for July 29th AKAM Akamai $103.97 / +0.52 (+0.50%) 10/26/20 Early notable gainers among liquid option names on October 26th
Initiation	Mizuho initiates data center REIT sector with positive outlook » 06:50 12/03/20 12/03 06:50 12/03/20 06:50 EQIX Equinix $690.06 / -22.01 (-3.09%) , DLR Digital Realty $132.08 / -3.06 (-2.26%) , QTS QTS Realty Trust $59.56 / -0.95 (-1.57%) , CONE CyrusOne $68.50 / -1.76 (-2.50%) , COR CoreSite Realty $120.46 / -4.6 (-3.68%) Mizuho analyst Omotayo… Mizuho analyst Omotayo Okusanya last night initiated coverage of the data center real estate investment trust sector with a positive outlook. Fundamentals should remain strong in 2021 with worldwide IT spend set to rebound, cloud and enterprise demand remaining strong, new technology contributing to demand, and strong demand/supply trends in most of the major U.S markets, Okusanya tells investors in a research note. The analyst believes the recent selloff on news of successful COVID-19 vaccines is overdone and that investors should buy the dip. Okusanya put Buy ratings on Equinix (EQIX), Digital Realty (DLR) and QTS Realty Trust (QTS) on expectations of solid earnings growth in 2020 and 2021. Okusanya put Neutral ratings on both CyrusOne (CONE) and CoreSite Realty (COR). ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals Events Options QTS EQIX DLR COR CONE QTS QTS Realty Trust $59.56 / -0.95 (-1.57%) 07/27/20 QTS Realty Trust raises FY20 cash paid for CapEx guidance EQIX Equinix $690.06 / -22.01 (-3.09%) 11/25/20 Equinix invests $55M in third data center in Osaka 11/17/20 Equinix invests $200M in Washington, D.C. area data center expansions 10/19/20 EllaLink, Equinix partner for data centers in Madrid, Sao Paulo 10/05/20 Equinix, Omantel open new International Business Exchange data center in Barka DLR Digital Realty $132.08 / -3.06 (-2.26%) 09/09/20 Digital Realty subsidiary acquires land in Madrid for future expansion 08/24/20 Digital Realty announces new long-term power purchase agreement in TX 07/13/20 Interxion acquires freehold to land under Frankfurt campus 06/16/20 Digital Realty breaks ground on first facility in South Korea COR CoreSite Realty $120.46 / -4.6 (-3.68%) 12/01/20 CoreSite expands in LA with opening of LA3 data center 09/09/20 CoreSite Realty announces MOU supporting new data center development in Chicago 08/03/20 CoreSite Realty announces sale of 230,172 share affiliated with Carlyle Group CONE CyrusOne $68.50 / -1.76 (-2.50%) 12/01/20 CyrusOne launches Google Cloud direct connect offering 10/12/20 UDR appoints CyrusOne CFO Diane Morefield to its board 10/08/20 CyrusOne names Katherine Motlagh CFO 09/02/20 CyrusOne names John Hatem COO, says Chief Technology Officer Kevin Timmons left EQIX DLR QTS CONE COR EQIX Equinix $690.06 / -22.01 (-3.09%) 12/02/20 Mizuho Equinix initiated with a Buy at Mizuho 11/03/20 RBC Capital Equinix price target lowered to $825 from $845 at RBC Capital 10/29/20 Wells Fargo Equinix price target lowered to $825 from $840 at Wells Fargo 10/29/20 Credit Suisse Equinix price target raised to $818 from $782 at Credit Suisse DLR Digital Realty $132.08 / -3.06 (-2.26%) 12/02/20 Mizuho Digital Realty initiated with a Buy at Mizuho 11/13/20 Fly Intel: Top five analyst upgrades 11/13/20 Citi Digital Realty upgraded to Buy from Neutral at Citi 11/02/20 Deutsche Bank Digital Realty pullback a buying opportunity, says Deutsche Bank QTS QTS Realty Trust $59.56 / -0.95 (-1.57%) 12/02/20 Mizuho QTS Realty Trust initiated with a Buy at Mizuho 10/27/20 BMO Capital QTS Realty Trust price target raised to $73 from $70 at BMO Capital 07/30/20 KeyBanc QTS Realty Trust price target raised to $75 from $70 at KeyBanc 07/29/20 JPMorgan QTS Realty Trust price target raised to $76 from $70 at JPMorgan CONE CyrusOne $68.50 / -1.76 (-2.50%) 12/02/20 Mizuho CyrusOne initiated with a Neutral at Mizuho 11/02/20 Deutsche Bank CyrusOne price target lowered to $80 from $88 at Deutsche Bank 09/23/20 Deutsche Bank CyrusOne valuation discount to peers unwarranted, says Deutsche Bank 08/17/20 RBC Capital CyrusOne price target raised to $92 from $77 at RBC Capital COR CoreSite Realty $120.46 / -4.6 (-3.68%) 12/02/20 Mizuho CoreSite Realty initiated with a Neutral at Mizuho 08/17/20 RBC Capital CoreSite Realty price target raised to $133 from $126 at RBC Capital 08/06/20 Raymond James CoreSite Realty upgraded to Outperform from Market Perform at Raymond James 08/04/20 Credit Suisse CoreSite Realty price target raised to $141 from $124 at Credit Suisse QTS EQIX DLR COR CONE QTS QTS Realty Trust $59.56 / -0.95 (-1.57%) 10/26/20 QTS Realty Trust reports Q3 operating FFO 70c, consensus 65c 07/27/20 QTS Realty Trust raises FY20 OFFO view to $2.73-$2.83 from $2.69-$2.83 07/27/20 QTS Realty Trust reports Q2 operating FFO 70c, consensus 65c EQIX Equinix $690.06 / -22.01 (-3.09%) 10/28/20 Equinix narrows FY20 adjusted FFO view to $24.38-$24.61 from $23.87-$24.67 10/28/20 Equinix sees Q4 revenue $1.55B-$1.57B, consensus $1.55B 10/28/20 Equinix reports Q3 adjusted FFO $6.48, consensus $6.03 07/29/20 Equinix sees Q3 revenue $1.49B-$1.51B, consensus $1.5B DLR Digital Realty $132.08 / -3.06 (-2.26%) 10/29/20 Digital Realty raises 2020 core FFO view to $6.10-$6.15 from $6.00-$6.10 10/29/20 Digital Realty reports Q3 core FFO $1.54, consensus $1.48 07/30/20 Digital Realty raises 2020 core FFO view to $6.00-$6.10 from $5.90-$6.10 07/30/20 Digital Realty reports Q2 core FFO $1.54, consensus $1.48 COR CoreSite Realty $120.46 / -4.6 (-3.68%) 07/30/20 CoreSite Realty raises 2020 FFO view to $5.15-$5.25 from $5.10-$5.20 07/30/20 CoreSite Realty reports Q2 EPS $1.35, consensus $1.28 CONE CyrusOne $68.50 / -1.76 (-2.50%) 10/28/20 CyrusOne raises FY20 normalized FFO view to $3.80-$3.90 from $3.75-$3.90 10/28/20 CyrusOne reports Q3 EPS (32c), consensus (1c) 07/29/20 CyrusOne backs FY normalized FFO view $3.75-$3.90, consensus $3.82 07/29/20 CyrusOne reports Q2 normalized FFO $1.03, consensus 93c 02 Jun 29 May 12 May 05 May CONE CONE CyrusOne $68.50 / -1.76 (-2.50%) 07/02/20 CyrusOne seen by industry execs as unlikely to pursue near-term sale, CTFN says 07/02/20 CTFN publishes report on CyrusOne CEO selection implications 12/08/20 Global TMT Virtual Conference DLR DLR Digital Realty $132.08 / -3.06 (-2.26%) 09/16/20 Early notable gainers among liquid option names on September 16th 06/03/20 Largest borrow rate increases among liquid names
Conference/Events	Nasdaq, in association with Morgan Stanley to hold a virtual conference » 04:55 12/03/20 12/03 04:55 12/03/20 04:55 AKAM Akamai $103.46 / -0.84 (-0.81%) , ALNY Alnylam $129.52 / -2.785 (-2.11%) , ANSS Ansys $334.66 / -6.11 (-1.79%) , DOX Amdocs $66.03 / -0.48 (-0.72%) , EBAY eBay $51.37 / +0.855 (+1.69%) , EQIX Equinix $690.06 / -22.01 (-3.09%) , HBAN Huntington Bancshares $12.82 / +0.32 (+2.56%) , HSIC Henry Schein $66.45 / +1.5 (+2.31%) , INTU Intuit $355.48 / -1.26 (-0.35%) , LITE Lumentum $87.16 / +0.18 (+0.21%) , OLED Universal Display $232.00 / +0.72 (+0.31%) , ZI ZoomInfo $42.98 / -4.94 (-10.31%) , ZG Zillow Group $111.95 / +1.03 (+0.93%) , YNDX Yandex $69.20 / -0.88 (-1.26%) , TSCO Tractor Supply $136.80 / -2.9 (-2.08%) , SRCL Stericycle $69.88 / -0.11 (-0.16%) , QLYS Qualys $93.58 / -0.8 (-0.85%) , PTC PTC $107.21 / -1.35 (-1.24%) , POOL Pool Corp. $339.56 / -13.26 (-3.76%) , PODD Insulet $255.15 / -7.83 (-2.98%) , PFPT Proofpoint $106.89 / +1.88 (+1.79%) , ON ON Semiconductor $28.95 / -0.32 (-1.09%) Nasdaq 43rd Virtual… Nasdaq 43rd Virtual Investor Conference will be held on December 1-4. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZI ZG YNDX TSCO SRCL QLYS PTC POOL PODD PFPT ON LITE INTU HSIC HBAN EQIX EBAY DOX ANSS ALNY AKAM ZI ZoomInfo $42.98 / -4.94 (-10.31%) 11/05/20 ZoomInfo acquires EverString to expand Its breadth of company and contact data 10/15/20 ZoomInfo acquires Clickagy 08/14/20 Tiger Global takes stake in ZoomInfo during Q2, exits iQIYI ZG Zillow Group $111.95 / +1.03 (+0.93%) 11/16/20 Zillow Group chairman sells 400K shares of common stock 09/23/20 Zillow Offers to expand services in 2021 08/14/20 New Home Company announces partnership with Zillow Offers 08/06/20 Zillow up 10.35% after reporting Q2 earnings, giving Q3 guidance YNDX Yandex $69.20 / -0.88 (-1.26%) 10/16/20 Yandex, Tinkoff terminate acquisition discussions 09/22/20 Yandex confirms discussions with Tinkoff Group 09/04/20 Yandex, Uber agree to spin off self-driving vehicles business 07/28/20 Yandex is not providind guidance for FY20 TSCO Tractor Supply $136.80 / -2.9 (-2.08%) 10/22/20 Tractor Supply backs FY20 CapEx view $300M-$325M 08/06/20 Tractor Supply raises quarterly dividend to 40c per share from 35c per share 07/23/20 Tractor Supply raises FY20 CapEx view to $300M-$325M from $225M-$275M 06/18/20 Tractor Supply appoints Melissa Kersey Chief Human Resources Officer SRCL Stericycle $69.88 / -0.11 (-0.16%) 12/02/20 Stericycle divests global product recall business to Sedgwick 08/06/20 Stericycle completes sale of Argentina operations 06/19/20 Stericycle CIO David Stahl to leave company QLYS Qualys $93.58 / -0.8 (-0.85%) 11/16/20 Qualys extends partnership with Armor to include compliance 10/12/20 Qualys expands into China, partners with Digital China 07/29/20 Qualys acquires software assets of Spell Security 07/07/20 Qualys appoints Ben Carr as Chief Information Security Officer PTC PTC $107.21 / -1.35 (-1.24%) 11/10/20 PTC names Troy Richardson as COO 10/28/20 PTC, Rockwell Automation extend strategic alliance 09/08/20 Teradata promotes Hillary Ashton to chief product officer 07/29/20 PTC's Windchill SaaS selected by U.S. Navy POOL Pool Corp. $339.56 / -13.26 (-3.76%) 10/07/20 Pool Corp. to replace E-Trade in S&P 500 at open on 10/7 10/07/20 Neogen to replace Pool Corp. in S&P 400 at open on 10/7 PODD Insulet $255.15 / -7.83 (-2.98%) 09/21/20 Insulet launches Omnipod DASH System in additional countries 06/05/20 Insulet resumes pivotal study of Omnipod, Powered by Horizon PFPT Proofpoint $106.89 / +1.88 (+1.79%) 10/13/20 Proofpoint announces Content Capture for Microsoft Teams 10/07/20 Proofpoint CEO sells 10K shares of common stock 09/17/20 Proofpoint CEO: We are executing well 09/03/20 Proofpoint, CyberArk extend partnership to further safeguard high-risk users ON ON Semiconductor $28.95 / -0.32 (-1.09%) 11/17/20 ON Semiconductor COO Schromm sells almost $3M in company shares 11/10/20 ON Semiconductor establishes motor control applications collaboration with Theta 10/12/20 Starboard sees upside in shares of Corteva and ON Semiconductor 10/05/20 ON Semiconductor appoints Itron CEO Thomas Deitrich to board LITE Lumentum $87.16 / +0.18 (+0.21%) 11/16/20 Lumentum acquires TriLumina assets; terms not disclosed 09/04/20 FCC says U.S. rural telecom networks need $1.84B to remove Huawei, ZTE equipment 08/11/20 Lumentum CEO says 'better than projected results' in Q4 07/30/20 Huawei surpasses Samsung in smartphone shipments in Q2, says Canalys INTU Intuit $355.48 / -1.26 (-0.35%) 11/25/20 Intuit gets DOJ nod to buy Credit Karma after pact to sell tax unit to Square 11/25/20 Intuit reports Credit Karma Tax business to be sold to Square 11/25/20 Intuit announces DOJ clearance for acquisition of Credit Karma 11/19/20 Qualcomm appoints Sylvia Acevedo, Greg Johnson to board of directors HSIC Henry Schein $66.45 / +1.5 (+2.31%) 11/02/20 Henry Schein: Oct. revenues continued Sept. trend, 'maybe a little higher' 10/28/20 Henry Schein announces exclusive distribution agreement with Carrizo Dental 08/04/20 Dentsply Sirona, Patterson higher as Henry Schein discusses July trends on call 08/04/20 Henry Schein says global dental sales up mid single-digit percent in July HBAN Huntington Bancshares $12.82 / +0.32 (+2.56%) 11/30/20 Huntington Bancshares to upgrade entire ATM network, replace 400 machines by YE 11/22/20 Fly Intel: Top five weekend stock stories 10/22/20 Huntington Banc cautiously optimistic C&I loan growth to improve later this year 10/22/20 Huntington Bancshares sees FY20 net interest income up 1%-2% EQIX Equinix $690.06 / -22.01 (-3.09%) 11/25/20 Equinix invests $55M in third data center in Osaka 11/17/20 Equinix invests $200M in Washington, D.C. area data center expansions 10/19/20 EllaLink, Equinix partner for data centers in Madrid, Sao Paulo 10/05/20 Equinix, Omantel open new International Business Exchange data center in Barka EBAY eBay $51.37 / +0.855 (+1.69%) 12/01/20 eBay names Julie Loeger as Global Chief Growth Officer 11/23/20 eBay announces 'Up & Running Grants' program 11/20/20 eBay opens drive-thru authentication station in Los Angeles 11/19/20 eBay, Optoro announce partnership for resale of returned, excess inventory DOX Amdocs $66.03 / -0.48 (-0.72%) 12/01/20 Amdocs and Telefonica Movistar Chile extend and expand partnership 10/05/20 Amdocs announces agreement with AIA Thailand 09/22/20 Vubiquity announces partnership with the Liberty Global group 09/02/20 Amdocs extends multi-year services agreement with Brazil's Telefonica Vivo ANSS Ansys $334.66 / -6.11 (-1.79%) 11/12/20 Ansys CEO sells 22K shares of common stock 10/26/20 Ansys to acquire Analytical Graphics for $700M ALNY Alnylam $129.52 / -2.785 (-2.11%) 11/24/20 Alnylam announces new framework for VBAs to help PH1 patients get Oxlumo 11/24/20 Alnylam announces FDA approval for Oxlumo injection for PH1 treatment 11/19/20 Alnylam gets EU approval for Oxlumo for hyperoxaluria type 1 treatment 11/13/20 Alnylam reports interim data from ALN-AGT study AKAM Akamai $103.46 / -0.84 (-0.81%) 11/04/20 Akamai CEO: We had a great quarter, we're doing very well 09/22/20 Akamai, AT&T extend business relationship through 2023 07/01/20 Akamai CFO sells 4,758 common shares 06/23/20 Limelight jumps as analyst sees 'best-in-class' video content delivery network AKAM ALNY ANSS DOX EBAY EQIX HBAN HSIC INTU LITE OLED ZI ZG YNDX TSCO SRCL QLYS PTC POOL PODD PFPT ON AKAM Akamai $103.46 / -0.84 (-0.81%) 11/12/20 Piper Sandler Akamai price target lowered to $120 from $125 at Piper Sandler 10/15/20 DA Davidson Fastly price target lowered to $105 from $115 at DA Davidson 10/15/20 Piper Sandler Piper says buy Akamai, Cloudflare on Fastly related selloff 10/08/20 FBN Securities Cloudflare initiated with an Outperform at FBN Securities ALNY Alnylam $129.52 / -2.785 (-2.11%) 11/24/20 BMO Capital Alnylam price target raised to $183 at BMO Capital on early Oxlumo approval 11/24/20 Piper Sandler Piper reiterates Overweight rating on Alnylam after Oxlumo approved 09/30/20 Berenberg Alnylam reinitiated with a Hold at Berenberg 09/08/20 Citi Alnylam initiated with a Buy at Citi ANSS Ansys $334.66 / -6.11 (-1.79%) 11/24/20 Credit Suisse Ansys initiated with an Outperform at Credit Suisse 10/27/20 RBC Capital Ansys price target raised to $348 from $310 at RBC Capital 10/26/20 Stifel SAP news impact may be company-specific for software sector, says Stifel 08/04/20 Guggenheim Ansys price target raised to $350 from $278 at Guggenheim DOX Amdocs $66.03 / -0.48 (-0.72%) 11/11/20 JPMorgan Amdocs upgraded to Overweight with $75 target at JPMorgan 11/11/20 JPMorgan Amdocs upgraded to Overweight from Neutral at JPMorgan 02/05/20 Oppenheimer Amdocs price target raised to $85 from $77 at Oppenheimer EBAY eBay $51.37 / +0.855 (+1.69%) 11/27/20 Truist Amazon to claim 42c of every e-commerce dollar spent, says Truist 11/04/20 BMO Capital PayPal price target lowered to $193 from $200 at BMO Capital 11/03/20 KeyBanc PayPal price target lowered to $215 from $230 at KeyBanc 11/03/20 Morgan Stanley PayPal growth potential looks even better after Q3, says Morgan Stanley EQIX Equinix $690.06 / -22.01 (-3.09%) 12/02/20 Mizuho Equinix initiated with a Buy at Mizuho 11/03/20 RBC Capital Equinix price target lowered to $825 from $845 at RBC Capital 10/29/20 Wells Fargo Equinix price target lowered to $825 from $840 at Wells Fargo 10/29/20 Credit Suisse Equinix price target raised to $818 from $782 at Credit Suisse HBAN Huntington Bancshares $12.82 / +0.32 (+2.56%) 10/26/20 Fly Intel: Top five analyst upgrades 10/26/20 Wedbush Huntington Bancshares upgraded to Outperform at Wedbush 10/26/20 Wedbush Huntington Bancshares upgraded to Outperform from Neutral at Wedbush 07/31/20 Wolfe Research Huntington Bancshares initiated with an Outperform at Wolfe Research HSIC Henry Schein $66.45 / +1.5 (+2.31%) 10/28/20 Cleveland Research Henry Schein estimates for second half raised at Cleveland Research 05/06/20 Barrington Henry Schein downgraded to Market Perform from Outperform at Barrington 04/07/20 Goldman Sachs Henry Schein upgraded to Buy from Neutral at Goldman Sachs 04/02/20 Wolfe Research Henry Schein upgraded to Outperform from Peer Perform at Wolfe Research INTU Intuit $355.48 / -1.26 (-0.35%) 11/20/20 Morgan Stanley Intuit price target raised to $455 from $400 at Morgan Stanley 11/20/20 Oppenheimer Intuit price target raised to $382 from $355 at Oppenheimer 11/20/20 Wells Fargo Intuit price target raised to $400 from $380 at Wells Fargo 11/20/20 RBC Capital Intuit price target raised to $415 from $405 at RBC Capital LITE Lumentum $87.16 / +0.18 (+0.21%) 11/06/20 Fly Intel: Top five analyst initiations 11/06/20 MKM Partners Lumentum assumed with a Buy at MKM Partners 11/03/20 JPMorgan Lumentum price target raised to $100 from $97 at JPMorgan 10/19/20 Northland Fabrinet upgraded to Outperform following pullback at Northland OLED Universal Display $232.00 / +0.72 (+0.31%) 10/30/20 Deutsche Bank Universal Display price target raised to $220 from $205 at Deutsche Bank 09/25/20 Citi KLA on top, Amkor at bottom of Citi's Semiconductor rankings 08/07/20 Needham Universal Display upgraded to Buy from Hold at Needham 07/27/20 Oppenheimer Opco upgrades Universal Display to Outperform on favorable 2021 setup ZI ZoomInfo $42.98 / -4.94 (-10.31%) 11/19/20 Fly Intel: Top five analyst upgrades 11/19/20 Morgan Stanley ZoomInfo upgraded to Overweight from Equal Weight at Morgan Stanley 11/05/20 Lake Street TechTarget price target raised to $51 from $43 at Lake Street 11/05/20 RBC Capital ZoomInfo upgraded to Outperform from Sector Perform at RBC Capital ZG Zillow Group $111.95 / +1.03 (+0.93%) 11/19/20 Piper Sandler Home sales data reinforces Piper Sandler's constructive view of real estate 11/09/20 Wedbush Zillow Group price target raised to $118 from $80 at Wedbush 11/09/20 Citi Zillow Group price target raised to $130 from $85 at Citi 11/06/20 Stifel Zillow Group price target raised to $90 from $77 at Stifel YNDX Yandex $69.20 / -0.88 (-1.26%) 11/24/20 BofA Yandex upgraded to Buy from Neutral at BofA 10/30/20 Jefferies Yandex downgraded to Hold from Buy at Jefferies 10/29/20 Goldman Sachs Yandex reinstated with a Buy at Goldman Sachs 09/23/20 Fly Intel: Top five analyst downgrades TSCO Tractor Supply $136.80 / -2.9 (-2.08%) 10/22/20 Baird Tractor Supply price target raised to $170 from $162 at Baird 10/22/20 Baird Tractor Supply results robust as company re-invests forward, says Baird 10/19/20 RBC Capital Tractor Supply price target raised to $167 from $162 at RBC Capital 10/16/20 Baird Tractor Supply survey shows demand remains firm, says Baird SRCL Stericycle $69.88 / -0.11 (-0.16%) 10/15/20 Berenberg Stericycle initiated with a Buy at Berenberg 08/07/20 BMO Capital Stericycle price target raised to $68 from $56 at BMO Capital 06/03/20 Baird Baird reiterates Stericycle as Environmental Services best idea 05/15/20 Barrington Stericycle downgraded to Market Perform from Outperform at Barrington QLYS Qualys $93.58 / -0.8 (-0.85%) 10/22/20 Goldman Sachs Qualys downgraded to Sell from Neutral at Goldman Sachs 09/09/20 Loop Capital Qualys initiated with a Buy at Loop Capital 09/08/20 Loop Capital Qualys initiated with a Buy at Loop Capital 08/11/20 Wedbush Qualys price target raised to $120 from $110 at Wedbush PTC PTC $107.21 / -1.35 (-1.24%) 11/30/20 Deutsche Bank PTC price target raised to $120 from $100 at Deutsche Bank 10/15/20 Mizuho PTC price target raised to $105 from $100 at Mizuho 10/12/20 Deutsche Bank PTC price target raised to $100 from $95 at Deutsche Bank POOL Pool Corp. $339.56 / -13.26 (-3.76%) 11/11/20 Stephens Pool Corp. resumed with an Equal Weight at Stephens 10/23/20 KeyBanc Pool Corp. price target raised to $400 from $335 at KeyBanc 10/05/20 Longbow Pool Corp. on track for 'beat and raise' Q3, says Longbow 06/19/20 Baird Pool Corp. price target raised to $271 from $258 at Baird PODD Insulet $255.15 / -7.83 (-2.98%) 11/05/20 Wells Fargo Insulet price target raised to $266 from $250 at Wells Fargo 11/03/20 Piper Sandler Clinical Trials update positive for Insulet, says Piper Sandler 10/16/20 Citi Citi opens 'positive catalyst watch' on DexCom 08/11/20 Piper Sandler Medtronic acquisition of Companion 'a smart decision,' says Piper Sandler PFPT Proofpoint $106.89 / +1.88 (+1.79%) 11/30/20 Fly Intel: Top five analyst upgrades 11/30/20 Truist Proofpoint upgraded to Buy from Hold at Truist 11/16/20 SMBC Nikko Proofpoint initiated with an Outperform at SMBC Nikko 11/02/20 Fly Intel: Top five analyst downgrades ON ON Semiconductor $28.95 / -0.32 (-1.09%) 11/16/20 Needham ON Semiconductor price target raised to $33 from $30 at Needham 11/16/20 B. Riley Securities ON Semiconductor price target raised to $34 from $33 at B. Riley Securities 11/13/20 Piper Sandler ON Semiconductor price target raised to $32 from $28 at Piper Sandler 11/04/20 KeyBanc KeyBanc lays out possible M&A candidates as semi consolidation heats ups ZI ZG YNDX TSCO SRCL QLYS PTC POOL PODD PFPT ON OLED LITE INTU HSIC HBAN EQIX EBAY DOX ANSS ALNY AKAM ZI ZoomInfo $42.98 / -4.94 (-10.31%) 11/09/20 ZoomInfo raises FY20 adj. EPS view to 31c-32c from 29c-30c 11/09/20 ZoomInfo sees Q4 adjusted EPS 9c-10c, consensus 9c 11/09/20 ZoomInfo reports Q3 adjusted EPS 11c, consensus 9c 11/09/20 Notable companies reporting after market close ZG Zillow Group $111.95 / +1.03 (+0.93%) 11/05/20 Zillow Group reports Q3 adjusted EBITDA $152.18M vs. $15.84M last year 11/05/20 Notable companies reporting after market close 08/06/20 Zillow sees Q3 revenue $543M-$581M, consensus $754.31M 08/06/20 Zillow reports Q2 revenue $768M, consensus $615.44M YNDX Yandex $69.20 / -0.88 (-1.26%) 10/28/20 Yandex reports Q3 revenue $732.1M, consensus $722.67M 07/28/20 Yandex reports Q2 revenue $591.9M, consensus $576.14M. TSCO Tractor Supply $136.80 / -2.9 (-2.08%) 10/22/20 Tractor Supply sees Q4 EPS $1.37 - $1.47, consensus $1.34 10/22/20 Tractor Supply reports Q3 EPS $1.62, consensus $1.33 SRCL Stericycle $69.88 / -0.11 (-0.16%) 11/05/20 Stericycle reports Q3 adj. EPS 68c, consensus 56c 08/06/20 Stericycle reports Q2 adj. EPS 46c, consensus 28c QLYS Qualys $93.58 / -0.8 (-0.85%) 11/04/20 Qualys sees FY20 non-GAAP EPS $2.85-$2.87, consensus $2.65 11/04/20 Qualys sees Q4 non-GAAP EPS 69c-71c, consensus 59c 11/04/20 Qualys reports Q3 non-GAAP EPS 77c, consensus 67c 08/10/20 Qualys raises FY20 adjusted EPS view to $2.60-$2.65 from $2.46-$2.51 PTC PTC $107.21 / -1.35 (-1.24%) 10/28/20 PTC sees FY21 non-GAAP EPS $2.65-$2.85, consensus $2.83 10/28/20 PTC reports Q4 non-GAAP EPS 78c, consensus 55c 10/28/20 PTC reports Q4 non-GAAP EPS 78c, consensus 55c 07/29/20 PTC narrows FY20 EPS view to $2.28-$2.35, consensus $2.30 POOL Pool Corp. $339.56 / -13.26 (-3.76%) 10/22/20 Pool Corp. raises FY20 EPS ex-items view $8.20-$8.50 from $7.05-$7.45 10/22/20 Pool Corp. reports Q3 EPS $2.92, consensus $2.18 07/23/20 Pool Corp. raises FY20 EPS ex-items view $7.05-$7.45 from $5.45-$6.05 07/23/20 Pool Corp. reports Q2 EPS $3.87, consensus $3.10 PODD Insulet $255.15 / -7.83 (-2.98%) 11/04/20 Insulet raises FY20 revenue growth guidance to 20%-21% from 17%-19% 11/04/20 Insulet reports Q3 EPS 17c, consensus 8c 08/06/20 Insulet raises 2020 revenue growth to 17%-19% from 15% 08/06/20 Insulet sees Q3 revenue growth 13%-15% PFPT Proofpoint $106.89 / +1.88 (+1.79%) 10/29/20 Proofpoint sees FY20 EPS $1.88 -$1.91, consensus $1.68 10/29/20 Proofpoint sees Q4 EPS 41c-44c, consensus 39c 10/29/20 Proofpoint reports Q3 EPS59c , consensus 39c 08/31/20 Proofpoint backs FY20 EPS view $1.64-$1.70, consensus $1.68 ON ON Semiconductor $28.95 / -0.32 (-1.09%) 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 08/08/20 ON Semiconductor sees Q3 revenue $1.2B-$1.33B, consensus $1.27B 08/08/20 ON Semiconductor reports Q2 EPS 12c, consensus 2c OLED Universal Display $232.00 / +0.72 (+0.31%) 10/29/20 Universal Display sees FY20 revenue $385M-$400M, consensus $377.1M 10/29/20 Universal Display reports Q3 EPS 85c, consensus 45c 08/06/20 Universal Display reports Q2 EPS 2c, consensus 30c 08/06/20 Notable companies reporting after market close LITE Lumentum $87.16 / +0.18 (+0.21%) 11/02/20 Lumentum sees Q2 non-GAAP EPS $1.70-$1.90, consensus $1.60 11/02/20 Lumentum reports Q1 non-GAAP EPS $1.78, consensus $1.47 08/11/20 Lumentum sees Q1 adjusted EPS $1.40-$1.55, consensus $1.33 08/11/20 Lumentum reports Q4 adjusted EPS $1.18, consensus 82c INTU Intuit $355.48 / -1.26 (-0.35%) 11/19/20 Intuit sees FY21 adjusted EPS $8.40-$8.55, consensus $8.43 11/19/20 Intuit sees Q2 adjusted EPS $1.31-$1.34, consensus $1.21 11/19/20 Intuit reports Q1 adjusted EPS 94c, consensus 37c 11/19/20 Notable companies reporting after market close HSIC Henry Schein $66.45 / +1.5 (+2.31%) 11/02/20 Henry Schein reports Q3 EPS $1.03, consensus 79c 08/04/20 Henry Schein not providing FY20 guidance at this time 08/04/20 Henry Schein reports Q2 EPS 0c, consensus (12c) 08/03/20 Notable companies reporting before tomorrow's open HBAN Huntington Bancshares $12.82 / +0.32 (+2.56%) 10/22/20 Huntington Bancshares sees FY20 revenue up 3.0%-3.5%, consensus $4.78B 10/22/20 Huntington Bancshares reports Q3 EPS 27c, consensus 25c 10/21/20 Notable companies reporting before tomorrow's open EQIX Equinix $690.06 / -22.01 (-3.09%) 10/28/20 Equinix narrows FY20 adjusted FFO view to $24.38-$24.61 from $23.87-$24.67 10/28/20 Equinix sees Q4 revenue $1.55B-$1.57B, consensus $1.55B 10/28/20 Equinix reports Q3 adjusted FFO $6.48, consensus $6.03 07/29/20 Equinix sees Q3 revenue $1.49B-$1.51B, consensus $1.5B EBAY eBay $51.37 / +0.855 (+1.69%) 10/28/20 eBay sees FY20 continuing operations EPS $3.00-$3.06 10/28/20 eBay sees Q4 EPS from continuing operations 78c-84c 10/28/20 eBay reports Q3 EPS 85c, consensus 86c 10/28/20 Notable companies reporting after market close DOX Amdocs $66.03 / -0.48 (-0.72%) 11/10/20 Amdocs sees FY21 revenue growth of 3.5%-7.5% YoY, consensus $4.28B 11/10/20 Amdocs sees FY21 EPS growth approximately 5%-9% YoY 11/10/20 Amdocs sees Q1 EPS 1.09-$1.15, consensus $1.14 11/10/20 Amdocs reports Q4 EPS $1.23, consensus $1.18 ANSS Ansys $334.66 / -6.11 (-1.79%) 11/04/20 Ansys sees FY20 EPS $6.09-$6.40, consensus $6.09 11/04/20 Ansys sees Q4 EPS $2.36-$2.67, consensus $2.49 11/04/20 Ansys reports Q3 EPS $1.36, consensus $1.26 08/05/20 Ansys sees FY20 EPS $5.75 - $6.35, consensus $5.93 ALNY Alnylam $129.52 / -2.785 (-2.11%) 11/05/20 Alnylam reports Q3 EPS ($1.58), consensus ($1.66) 08/06/20 Alnylam reports Q2 EPS ($1.67), consensus ($1.74) AKAM Akamai $103.46 / -0.84 (-0.81%) 10/27/20 Akamai raises FY20 EPS view to $5.16-$5.20 from $5.02-$5.12, consensus $5.10 10/27/20 Akamai sees Q4 EPS $1.28-$1.32, consensus $1.29 10/27/20 Akamai reports Q3 adjusted EPS $1.31, consensus $1.23 10/27/20 Notable companies reporting after market close 02 Dec 20 Aug 25 Jun 04 Jun 13 May 12 May ZG YNDX QLYS ON LITE INTU HBAN EBAY DOX ALNY ZG Zillow Group $111.95 / +1.03 (+0.93%) 11/23/20 Zillow usage up over 50% y/y since March, NY Times reports YNDX Yandex $69.20 / -0.88 (-1.26%) 06/24/20 Yandex CFO says in talks about buying Uber out of joint venture, Bloomberg says 06/23/20 Putin proposes tax cut for information technology companies, Bloomberg says QLYS Qualys $93.58 / -0.8 (-0.85%) 06/05/20 Google said to be looking for deals to beef up security offerings, CTFN reports 06/05/20 Google said to be looking for deals to beef up security offerings, CTFN reports ON ON Semiconductor $28.95 / -0.32 (-1.09%) 10/09/20 Starboard makes new bets on Corteva, ON Semiconductor, Reuters reports LITE Lumentum $87.16 / +0.18 (+0.21%) 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 10/20/20 Swedish regulators ban Huawei, ZTE from upcoming 5G networks, Reuters reports 07/15/20 U.K. to remove Huawei from 5G network by 2027, NY Times reports INTU Intuit $355.48 / -1.26 (-0.35%) 11/25/20 DOJ wants Intuit to sell Credit Karma tax unit to approve deal, CNBC says 10/30/20 Square in talks to buy tax-prep business of Credit Karma, WSJ says 09/08/20 FTC probing Intuit over TurboTax marketing, ProPublica reports 08/03/20 DOJ reviewing Intuit's $7B takeover of Credit Karma, ProPublica reports HBAN Huntington Bancshares $12.82 / +0.32 (+2.56%) 11/21/20 Citizens Financial, Truist among regional bank stocks to grab, Barron's says 08/15/20 PNC, KeyCorp among large regional banks offering steady dividends, Barron's says EBAY eBay $51.37 / +0.855 (+1.69%) 11/24/20 Amazon prevails in eBay lawsuit over seller poaching, Verge says 10/17/20 eBay going back to basics, Barron's says 08/26/20 Etsy CEO says Amazon 'taking bold steps' to stifle competition, CNBC says 08/19/20 USPS delivery delays causing problems for e-commerce sellers, WSJ says DOX Amdocs $66.03 / -0.48 (-0.72%) 06/20/20 Intel, Western Digital among cheap tech stops, Barron's says ALNY Alnylam $129.52 / -2.785 (-2.11%) 11/23/20 Alnylam gets FDA approval for Oxlumo, Bloomberg reports ZI ZG YNDX TSCO QLYS PTC PODD OLED LITE INTU HBAN EBAY DOX ALNY AKAM ZI ZoomInfo $42.98 / -4.94 (-10.31%) 11/09/20 Fly Intel: After-Hours Movers 09/17/20 CVS initiation, Stitch Fix upgrade among today's top calls on Wall Street 09/17/20 Fly Intel: Pre-market Movers 08/31/20 Fly Insider: Axis Capital, Purple Innovation among week's notable insider trades ZG Zillow Group $111.95 / +1.03 (+0.93%) 11/05/20 Fly Intel: After-Hours Movers 10/25/20 Opening Day: McAfee returns to public market with $740M IPO 09/02/20 Peloton, Nvidia target hikes among today's top calls on Wall Street 09/02/20 Fly Intel: Pre-market Movers YNDX Yandex $69.20 / -0.88 (-1.26%) 11/05/20 Fly Intel: What to watch in Uber earnings report TSCO Tractor Supply $136.80 / -2.9 (-2.08%) 10/22/20 Fly Intel: Pre-market Movers 07/21/20 Tesla, Tractor Supply downgrades among today's top calls on Wall Street QLYS Qualys $93.58 / -0.8 (-0.85%) 08/10/20 Fly Intel: After-Hours Movers PTC PTC $107.21 / -1.35 (-1.24%) 07/29/20 Fly Intel: After-Hours Movers 07/08/20 Fly Intel: After-Hours Movers PODD Insulet $255.15 / -7.83 (-2.98%) 08/11/20 Medtronic rises following acquisition of insulin pen maker Companion OLED Universal Display $232.00 / +0.72 (+0.31%) 08/06/20 Fly Intel: After-Hours Movers 07/27/20 Fly Intel: Wall Street's top stories for July 27 07/27/20 Tapestry, Biogen upgrades among today's top calls on Wall Street LITE Lumentum $87.16 / +0.18 (+0.21%) 11/02/20 Fly Intel: Pre-market Movers 08/11/20 Fly Intel: Pre-market Movers 07/11/20 Week in review: How Trump's policies moved stocks 06/27/20 Week in review: How Trump's policies moved stocks INTU Intuit $355.48 / -1.26 (-0.35%) 11/25/20 Fly Intel: Wall Street's top stories for Wednesday 11/25/20 Fly Intel: Wall Street's top stories at midday 11/19/20 Fly Intel: After-Hours Movers 11/12/20 Home Depot upgrade, Lowe's downgrade among today's top calls on Wall Street HBAN Huntington Bancshares $12.82 / +0.32 (+2.56%) 10/26/20 Apple coverage reinstatement, KeyCorp downgrade among top calls on Wall Street 07/23/20 Fly Intel: Pre-market Movers EBAY eBay $51.37 / +0.855 (+1.69%) 10/29/20 Fly Intel: Wall Street's top stories for Thursday 10/29/20 Fly Intel: Wall Street's top stories at midday 10/29/20 Fly Intel: Pre-market Movers 10/28/20 Fly Intel: After-Hours Movers DOX Amdocs $66.03 / -0.48 (-0.72%) 11/10/20 Fly Intel: After-Hours Movers ALNY Alnylam $129.52 / -2.785 (-2.11%) 08/11/20 Honeywell downgrade among today's top calls on Wall Street 07/13/20 Fly Insider: 89Bio, Aprea among week's notable insider trades AKAM Akamai $103.46 / -0.84 (-0.81%) 10/27/20 Fly Intel: After-Hours Movers 10/15/20 Fly Intel: Wall Street's top stories at midday 10/15/20 Fastly tumbles as analysts cut rating after TikTok-related sales hit 07/28/20 Fly Intel: After-Hours Movers 11/30/20 24th Annual Technology Virtual Conference 12/04/20 Nasdaq 43rd Virtual Investor Conference 12/08/20 Global TMT Virtual Conference 12/11/20 Semi-Annual Silicon Valley Virtual Tour 12/14/20 7th Annual Networking Virtual Summit 12/15/20 Semi-Annual Silicon Valley Virtual Tour 12/14/20 Zillow Group - ZG 01/12/21 ON Semiconductor - ON 12/03/20 PDUFA Date for Lumasiran (ALN-GO1) 12/15/20 PTC Inc 01/21/21 Intuit Inc. ZI ON OLED LITE INTU HBAN EBAY AKAM ZI ZoomInfo $42.98 / -4.94 (-10.31%) 09/29/20 ZoomInfo Technologies call volume above normal and directionally bullish ON ON Semiconductor $28.95 / -0.32 (-1.09%) 10/02/20 Unusual call flow in option market yesterday 10/01/20 Calendar collar in On Semiconductor suggests cautious view 08/28/20 ON Semiconductor put volume heavy and directionally bearish 08/07/20 ON Semiconductor call volume above normal and directionally bullish OLED Universal Display $232.00 / +0.72 (+0.31%) 08/10/20 Universal Display put volume heavy and directionally bearish LITE Lumentum $87.16 / +0.18 (+0.21%) 08/17/20 Lumentum put volume heavy and directionally bearish 08/03/20 Lumentum call volume above normal and directionally bullish INTU Intuit $355.48 / -1.26 (-0.35%) 11/19/20 Intuit options imply 3.7% move in share price post-earnings HBAN Huntington Bancshares $12.82 / +0.32 (+2.56%) 11/04/20 Unusually active option classes on open November 4th EBAY eBay $51.37 / +0.855 (+1.69%) 11/18/20 EBay call volume above normal and directionally bullish 09/29/20 EBay call volume above normal and directionally bullish 09/02/20 EBay call volume above normal and directionally bullish 07/29/20 Notable open interest changes for July 29th AKAM Akamai $103.46 / -0.84 (-0.81%) 10/26/20 Early notable gainers among liquid option names on October 26th
Initiation	Equinix initiated with a Buy at Mizuho » 16:23 12/02/20 12/02 16:23 12/02/20 16:23 EQIX Equinix $690.06 / -22.01 (-3.09%) Mizuho analyst Omotayo… Mizuho analyst Omotayo Okusanya initiated coverage of Equinix with a Buy rating and $800 price target. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Events EQIX Equinix $690.06 / -22.01 (-3.09%) 11/25/20 Equinix invests $55M in third data center in Osaka 11/17/20 Equinix invests $200M in Washington, D.C. area data center expansions 10/19/20 EllaLink, Equinix partner for data centers in Madrid, Sao Paulo 10/05/20 Equinix, Omantel open new International Business Exchange data center in Barka EQIX Equinix $690.06 / -22.01 (-3.09%) 11/03/20 RBC Capital Equinix price target lowered to $825 from $845 at RBC Capital 10/29/20 Wells Fargo Equinix price target lowered to $825 from $840 at Wells Fargo 10/29/20 Credit Suisse Equinix price target raised to $818 from $782 at Credit Suisse 08/10/20 RBC Capital Equinix price target raised to $845 from $706 at RBC Capital EQIX Equinix $690.06 / -22.01 (-3.09%) 10/28/20 Equinix narrows FY20 adjusted FFO view to $24.38-$24.61 from $23.87-$24.67 10/28/20 Equinix sees Q4 revenue $1.55B-$1.57B, consensus $1.55B 10/28/20 Equinix reports Q3 adjusted FFO $6.48, consensus $6.03 07/29/20 Equinix sees Q3 revenue $1.49B-$1.51B, consensus $1.5B 12 May 12/04/20 Nasdaq 43rd Virtual Investor Conference

Get Full Fly Access

Breaking market intelligence sent straight to you: Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.

Up-to-date information on important industry events: Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.

News focused on the companies in your portfolio: Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.

14 Day Free Trial