Yesterday
Hot Stocks
ZoomInfo (ZI) announced…
ZoomInfo (ZI) announced the appointments of Ali Dasdan as CTO and Dave Justice as chief revenue officer. Dasdan, whose appointment is effective immediately, joins ZoomInfo from Atlassian (TEAM) where he was the head of engineering for work management and led a suite of team productivity tools, including Confluence, Trello, and Jira Work Management. Dasdan will oversee the company's innovation and development efforts, including leading the product-led growth organization focused on bringing the power of the ZoomInfo platform to more users. Nir Keren, ZoomInfo's CTO since 2015, will be leaving the organization. Justice, who will join ZoomInfo on February 6, served as chief revenue officer of PagerDuty (PD) for the past three years, where he helped architect a land-and-expand motion that scaled the IT SaaS platform's enterprise business significantly.
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11/16/22 ZoomInfo sees 4% sequential growth in Q4, possible 4%-5% per quarter in 2023 11/16/22 ZoomInfo Technologies trading resumes 11/16/22 ZoomInfo Technologies trading halted, volatility trading pause 11/16/22 ZoomInfo down 15% following conference presentation 11/14/22 Soros Fund Management buys Sierra Wireless, exits Kinder Morgan in Q3 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes 10/17/22 Accenture, Atlassian partner on agility services 10/06/22 Atlassian co-CEO's each sell $2.05M in common stock 01/24/23 PagerDuty announces 7% reduction in headcount 01/24/23 PagerDuty Chief Revenue Officer leaving, Kmet appointed SVP of Global Field Ops 01/20/23 PagerDuty rises 6.1% 09/08/22 PagerDuty names Sesh Tirumala as CIO, Heather Hinton CISO 02/01/23 Raymond James ZoomInfo price target lowered to $33 from $41 at Raymond James 01/20/23 UBS ZoomInfo price target lowered to $34 from $37 at UBS 01/10/23 Truist Truist cuts ZoomInfo to Hold, sees headwind from Q3 persisting 01/10/23 Barclays ZoomInfo price target lowered to $36 from $46 at Barclays 01/30/23 Barclays Zoom Video raising prices for Zoom One Pro, says Barclays 01/19/23 Jefferies Atlassian price target raised to $180 from $150 at Jefferies 01/11/23 Mizuho Atlassian significantly raised prices yesterday, says Mizuho 01/05/23 Jefferies Atlassian upgraded to Buy from Hold at Jefferies 01/20/23 Morgan Stanley PagerDuty upgraded to Overweight from Equal Weight at Morgan Stanley 12/02/22 Canaccord PagerDuty price target lowered to $31 from $32 at Canaccord 12/02/22 Baird PagerDuty price target lowered to $32 from $35 at Baird 10/26/22 Truist PagerDuty price target lowered to $30 from $35 at Truist 11/01/22 ZoomInfo raises FY22 EPS view to 83c-84c from 78c-80c 11/01/22 ZoomInfo sees Q4 EPS 21c-22c, consensus 21c 11/01/22 ZoomInfo reports Q3 EPS 24c, consensus 20c 11/01/22 Notable companies reporting after market close 11/03/22 Atlassian sees Q2 revenue $835M-$855M, consensus $879.24M 11/03/22 Atlassian sees Q2 revenue $835M-$855M, consensus $879.24M 11/03/22 Atlassian reports Q1 adjusted EPS 36c, consensus 38c 08/04/22 Atlassian sees Q1 EPS 37c-38c, consensus 37c 01/24/23 PagerDuty backs FY23 EPS view (1c)-0c, consensus (1c) 01/24/23 PagerDuty backs Q4 EPS view 2c-3c, consensus 2c 12/01/22 PagerDuty raises FY23 EPS view to (1c)-0c from (12c)-(10c), consensus (11c) 12/01/22 PagerDuty sees Q4 adjusted EPS 2c-3c, consensus 0c 01/30/23 PagerDuty CEO criticized after quoting MLK in layoffs memo, NY Post reports 01/04/23 What You Missed On Wall Street On Wednesday 01/04/23 What You Missed On Wall Street This Morning 11/16/22 What You Missed On Wall Street On Wednesday 11/01/22 Fly Intel: After-Hours Movers 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/16/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/04/22 What You Missed On Wall Street On Friday 11/04/22 What You Missed On Wall Street This Morning 01/24/23 What You Missed On Wall Street On Tuesday 01/24/23 What You Missed On Wall Street This Morning 01/20/23 What You Missed On Wall Street On Friday 01/20/23 What You Missed On Wall Street This Morning 11/16/22 ZoomInfo Technologies put volume heavy and directionally bearish 11/04/22 ZoomInfo Technologies put volume heavy and directionally bearish 01/19/23 Atlassian call volume above normal and directionally bullish 11/03/22 Atlassian options imply 10.0% move in share price post-earnings 09/22/22 Atlassian call volume above normal and directionally bullish 09/06/22 Atlassian call volume above normal and directionally bullish
Hot Stocks
Zscaler announced Zscaler…
Zscaler announced Zscaler Resilience(TM), incorporating a new set of capabilities that extend the resilience of Zscaler's architecture and operations and maintain interconnections between users and devices to critical cloud-based applications. Building upon 15 years of SaaS security innovation and operating the world's largest inline cloud security platform, these industry-first SSE capabilities enable customers to prepare for and quickly recover from black swan events that could otherwise disrupt or stop business operations.
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$124.18 / +1.575 (+1.28%)
12/27/22 Zscaler director buys $543.9K in common stock 12/19/22 Zscaler becomes member of JCDC to enhance U.S. cybersecurity position 12/14/22 Zscaler, Alithya Group announce partnership 12/12/22 Women's Tennis Association selects Zscaler Zero Trust Exchange $124.18 / +1.575 (+1.28%)
01/24/23 JPMorgan Zscaler initiated with a Neutral at JPMorgan 01/23/23 Deutsche Bank Zscaler price target lowered to $140 from $190 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core growth holding' Zscaler at Outperform 01/17/23 Scotiabank Zscaler initiated with an Outperform at Scotiabank $124.18 / +1.575 (+1.28%)
12/01/22 Zscaler raises FY23 EPS view to $1.23-$1.25 from $1.16-$1.18, consensus $1.18 12/01/22 Zscaler sees Q2 EPS 29c-30c, consensus 26c 12/01/22 Zscaler reports Q1 EPS 29c, consensus 26c 12/01/22 Notable companies reporting after market close $124.18 / +1.575 (+1.28%)
01/24/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/02/22 What You Missed On Wall Street On Friday $124.18 / +1.575 (+1.28%)
01/25/23 Zscaler call volume above normal and directionally bullish 01/05/23 Zscaler put volume heavy and directionally bearish 12/01/22 Zscaler options imply 10.0% move in share price post-earnings 10/27/22 Zscaler call volume above normal and directionally bullish
Tuesday
Options
Bullish option flow…
Bullish option flow detected in UiPath with 28,494 calls trading, 23x expected, and implied vol increasing almost 10 points to 77.22%. Feb-23 17.5 calls and Feb-23 15 calls are the most active options, with total volume in those strikes near 14,400 contracts. The Put/Call Ratio is 0.08. Earnings are expected on March 29th.
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01/17/23 UiPath unveils new migration of capabilities for next-gen test automation 11/15/22 UiPath rises 13.5% 11/15/22 UiPath announces approval of further restructuring actions, workforce reduction 09/29/22 Cathie Wood's ARK Investment bought 951K shares of UiPath today 01/12/23 Needham Competitive landscape for UiPath remains favorable, says Needham 01/10/23 Barclays UiPath price target lowered to $13 from $15 at Barclays 12/02/22 Truist UiPath price target lowered to $20 from $25 at Truist 12/02/22 Mizuho UiPath price target raised to $15 from $14 at Mizuho 12/01/22 UiPath sees Q4 revenue $277M-$279M, consensus $274.94M 12/01/22 UiPath reports Q3 EPS (10c), consensus (3c) 12/01/22 Notable companies reporting after market close 11/15/22 UiPath reports preliminary Q3 revenue $260M, consensus $245.34M 12/05/22 What You Missed On Wall Street This Morning 12/02/22 What You Missed On Wall Street On Friday 12/02/22 What You Missed On Wall Street This Morning 12/01/22 Fly Intel: After-Hours Movers 01/03/23 Largest borrow rate increases among liquid names 12/30/22 Largest borrow rate increases among liquid names 12/01/22 UiPath options imply 11.4% move in share price post-earnings 09/26/22 UiPath put volume heavy and directionally bearish
Hot Stocks
Stem (STEM) announced its…
Stem (STEM) announced its joint eMobility offering with ChargePoint Holdings, Inc. ( CHPT). Stem and ChargePoint are developing a joint offering that will aim to help generate economic, environmental, and resilience benefits for owners, developers, and operators of EV charging stations. The offering is expected to integrate Athena , Stem's clean energy platform, on-site energy storage, and ChargePoint's Express Platform to help drive cost savings and maximize value now and over the lifetime of the assets. The joint offering, plus support from Stem energy experts, will help asset owners navigate federal and state processes for securing funding incentives offered through the $5 billion National Electric Vehicle Infrastructure NEVI Program for added EV charging asset value that could offset up to 80% of project costs, where available. Beyond NEVI-qualified projects, all commercial EV charging sites with high energy demands will be able to leverage the joint offering to help maximize operational savings while providing backup power for resiliency.
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01/11/23 Stem falls -6.0% 01/11/23 Blue Orca short Stem, says 'has all landmarks of failed SPAC' 01/11/23 Stem down 7% after Blue Orca makes accusations in short report 01/10/23 Stem rises 9.1% 01/24/23 ChargePoint Holdings trading resumes 01/24/23 ChargePoint Holdings trading halted, volatility trading pause 01/24/23 ChargePoint announces new agreement with Lexus RZ 450e drivers 01/09/23 ChargePoint rises 12.9% 01/10/23 Morgan Stanley Stem upgraded to Overweight from Equal Weight at Morgan Stanley 01/08/23 UBS Stem price target lowered to $18 from $19 at UBS 10/25/22 UBS Stem initiated with a Buy at UBS on leading position in commercial storage 10/25/22 UBS Stem initiated with a Buy at UBS 01/26/23 JPMorgan ChargePoint price target lowered to $16 from $18 at JPMorgan 12/22/22 Piper Sandler ChargePoint price target lowered to $13 from $16 at Piper Sandler 12/05/22 DA Davidson ChargePoint price target lowered to $18 from $20 at DA Davidson 12/02/22 R.F. Lafferty ChargePoint price target lowered to $28 from $34 at R.F. Lafferty 11/03/22 Stem reports Q3 EPS (22c), consensus (17c) 08/04/22 Stem backs FY22 revenue view of $350M-$425M, consensus $391.1M 08/04/22 Stem reports Q2 EPS (21c), consensus (18c) 12/01/22 ChargePoint narrows FY23 revenue view to $475M-$485M from $450M-$500M 12/01/22 ChargePoint sees Q4 revenue $160M-$170M, consensus $160.91M 12/01/22 ChargePoint reports Q3 EPS (25c), consensus (19c) 12/01/22 Notable companies reporting after market close 01/11/23 Blue Orca says short Stem, accuses of 'bogus non-GAAP metrics' 10/31/22 EU looks to resolve EV subsidy dispute with the U.S , Bloomberg says 10/01/22 SPAC bubble has burst, Blue Owl Luminar still have potential, Barron's says 01/11/23 What You Missed On Wall Street On Wednesday 01/11/23 What You Missed On Wall Street This Morning 11/11/22 Sell these stocks now, proven algorithm says 11/04/22 Sell these stocks now, proven algorithm says 01/03/23 Fly Insider: Terns Pharma, Best Buy among week's notable insider trades 12/22/22 What You Missed On Wall Street On Thursday 12/22/22 What You Missed On Wall Street This Morning 12/05/22 What You Missed On Wall Street This Morning 01/24/23 Stem Inc put volume heavy and directionally bearish 01/23/23 Largest borrow rate increases among liquid names 01/18/23 Stem Inc put volume heavy and directionally bearish 01/10/23 Stem Inc put volume heavy and directionally bearish 01/13/23 Largest borrow rate increases among liquid names 01/03/23 Largest borrow rate increases among liquid names 12/22/22 ChargePoint Holdings put volume heavy and directionally bearish 12/21/22 Largest borrow rate increases among liquid names
Conference/Events
Virtual Meeting to be…
Virtual Meeting to be held on January 31 hosted by Northland.
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01/30/23 ReneSola announces rebranding, changes name to Emeren 01/04/23 ReneSola to repurchase from ReneSola Singapore 3M ADSs for $13.2M 11/22/22 ReneSola names Himanshu Shah chairman 10/20/22 ReneSola announces 10 MWp inaugural IPP project in Hungary 12/28/22 Northland ReneSola named a top pick for 2023 at Northland 12/05/22 Northland ReneSola price target raised to $9.50 from $8 at Northland 12/02/22 RBC Capital RBC Capital 'not surprised' by Commerce Department's finding on solar companies 12/01/22 Roth MKM U.S. to announce 'affirmative' finding in solar trade case, says Roth Capital 12/01/22 ReneSola sees 2022 revenue $85M-$90M, consensus $106.92M 12/01/22 ReneSola sees Q4 revenue $44M-$49M, consensus $72.66M 12/01/22 ReneSola reports Q3 non-GAAP EPS 5c, consensus 1c 12/02/22 Chinese solar producers dodged U.S. tariffs, WSJ reports 12/05/22 What You Missed This Week in EVs and Clean Energy 12/01/22 Fly Intel: After-Hours Movers 09/19/22 What You Missed This Week in EVs and Clean Energy 09/07/22 ReneSola options imply 9.5% move in share price post-earnings
Over a week ago
Conference/Events
Software Analysts Gallo,…
Software Analysts Gallo, along with Steve Shaffer, a Cloud and Cyber Channel and VAR Leadership Consultant, participate in an Analyst/Industry conference call to be held on January 26 at 11 am. Webcast Link
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12/27/22 Zscaler director buys $543.9K in common stock 12/19/22 Zscaler becomes member of JCDC to enhance U.S. cybersecurity position 12/14/22 Zscaler, Alithya Group announce partnership 12/12/22 Women's Tennis Association selects Zscaler Zero Trust Exchange 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 12/12/22 Palo Alto Networks, Red Canary expand partnership 12/05/22 Palo Alto Networks director sells $6.4M in common stock 11/17/22 Palo Alto Networks CEO: We're taking a knife to our costs 11/17/22 Palo Alto Networks jumps 5% after Q1 results, FY23 guidance beat estimates 01/26/23 State Street engages Amazon and Microsoft for cloud in 'transformation journey' 01/25/23 Microsoft says Xbox game 'Redfall' out May 2 01/25/23 Microsoft cloud outage hits users around the globe 01/24/23 Microsoft sees FY23 operating margins down roughly 1% in constant currency 01/12/23 Fortinet announces participation in AT&T Pebble Beach Pro-Am 12/14/22 Fortinet announces five MSSP partners adopted Fortinet Secure SD-!AN 12/14/22 Arqit Quantum joins Fortinet Fabric-Ready Partner Program 11/28/22 Fortinet launches FortiGate Cloud-Native Firewall 01/17/23 Crowdstrike adds two executives to its leadership team 12/29/22 Crowdstrike director Austin buys $2.5M in company shares 12/01/22 Crowdstrike CEO: Most companies would kill for our results 11/30/22 Cathie Wood's ARK Investment bought 39.2K shares of Crowdstrike today $127.67 / -0.815 (-0.63%)
01/12/23 Check Point announces Tzipi Ozer-Armon joins board 12/29/22 Check Point expands collaboration with Intel for anti-ransomware capabilities 10/20/22 Check Point introduces Check Point Quantum platform 10/13/22 Check Point launches Managed Security Service Providers Program 01/24/23 JPMorgan Palo Alto initiated with Overweight, added to Focus List at JPMorgan 01/23/23 Deutsche Bank Palo Alto Networks price target lowered to $165 from $217 at Deutsche Bank 01/18/23 Scotiabank Palo Alto Networks initiated with an Outperform at Scotiabank 01/17/23 Guggenheim Palo Alto Networks downgraded to Neutral from Buy at Guggenheim 01/24/23 JPMorgan Fortinet initiated with an Overweight at JPMorgan 01/23/23 Guggenheim Fortinet initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Fortinet price target lowered to $53 from $63 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core holding' Fortinet at Outperform 01/24/23 JPMorgan Crowdstrike initiated with an Overweight at JPMorgan 01/23/23 Deutsche Bank Crowdstrike downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Crowdstrike initiated with an Outperform at Scotiabank 01/18/23 BMO Capital BMO starts 'best-in-class' Crowdstrike with an Outperform 01/26/23 Credit Suisse Microsoft price target lowered to $285 from $365 at Credit Suisse 01/26/23 Oppenheimer Alphabet price target lowered to $130 from $135 at Oppenheimer 01/25/23 Oppenheimer Microsoft results better than feared, macro trends weakening, says Oppenheimer 01/25/23 Morgan Stanley Morgan Stanley says cyclical Azure impacts set up 'attractive' Microsoft entry $127.67 / -0.815 (-0.63%)
01/24/23 JPMorgan Check Point initiated with a Neutral at JPMorgan 01/23/23 Guggenheim Check Point initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Check Point downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Check Point at Outperform, says worst margin declines behind 01/24/23 JPMorgan SentinelOne initiated with an Overweight at JPMorgan 01/23/23 Guggenheim SentinelOne initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank SentinelOne downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/24/23 JPMorgan Zscaler initiated with a Neutral at JPMorgan 01/23/23 Deutsche Bank Zscaler price target lowered to $140 from $190 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core growth holding' Zscaler at Outperform 01/17/23 Scotiabank Zscaler initiated with an Outperform at Scotiabank 12/01/22 Zscaler raises FY23 EPS view to $1.23-$1.25 from $1.16-$1.18, consensus $1.18 12/01/22 Zscaler sees Q2 EPS 29c-30c, consensus 26c 12/01/22 Zscaler reports Q1 EPS 29c, consensus 26c 12/01/22 Notable companies reporting after market close 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 11/17/22 Palo Alto Networks sees FY23 adjusted EPS $3.37-$3.44, consensus $3.17 11/17/22 Palo Alto Networks sees Q2 adjusted EPS 76c-78c, consensus 71c 11/17/22 Palo Alto Networks reports Q1 adjusted EPS 83c, consensus 69c 11/17/22 Notable companies reporting after market close 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 01/24/23 Notable companies reporting after market close 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 11/02/22 Fortinet sees Q4 adjusted EPS 38c-40c, consensus 35c 11/02/22 Fortinet sees FY22 adjusted EPS $1.13-$1.15, consensus $1.05 11/02/22 Fortinet reports Q3 adjusted EPS 33c, consensus 27c 11/02/22 Notable companies reporting after market close 11/29/22 Crowdstrike raises FY23 EPS view to $1.49-$1.52 from $1.31-$1.33 11/29/22 Crowdstrike sees Q4 adjusted EPS 42c-45c, consensus 34c 11/29/22 Crowdstrike reports Q3 adjusted EPS 40c, consensus 31c 11/29/22 Notable companies reporting after market close $127.67 / -0.815 (-0.63%)
10/27/22 Check Point narrows FY22 EPS view to $7.20-$7.40, consensus $7.22 10/27/22 Check Point sees Q4 adjusted EPS $2.22-$2.42, consensus $2.33 10/27/22 Check Point reports Q3 EPS $1.77, consensus $1.67 08/01/22 Check Point reports Q2 EPS $1.64, consensus $1.62 01/06/23 White House to unveil cybersecurity strategy, Washington Post reports 11/17/22 Palo Alto to acquire Cider Security for $300M, Calcalist reports 10/21/22 Cybereason taps JPMorgan to help find buyer, The Information says 09/19/22 Palo Alto Networks near deal to buy Apiiro for about $600M, Calcalist says 01/25/23 FTC filed Microsoft-Activision suit to dissuade EU settlement, Bloomberg says 01/24/23 Microsoft CEO felt company 'slow' to commercialize AI reserach, Information says 01/23/23 Blizzard lead exits in protest of staff ranking system, Bloomberg says 01/18/23 Video game sales fell 13% y/y in Europe in December, GI.biz says 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 12/02/22 What You Missed On Wall Street On Friday 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/24/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/03/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/01/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 What You Missed On Wall Street On Wednesday 01/25/23 What You Missed On Wall Street This Morning 01/25/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 Fly Intel: Pre-market Movers 01/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Fly Intel: After-Hours Movers 10/10/22 What You Missed On Wall Street On Monday 01/23/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/21/23 Buy/Sell: Wall Street's top 10 stock calls this week 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations $127.67 / -0.815 (-0.63%)
01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 Zscaler call volume above normal and directionally bullish 01/05/23 Zscaler put volume heavy and directionally bearish 12/01/22 Zscaler options imply 10.0% move in share price post-earnings 10/27/22 Zscaler call volume above normal and directionally bullish 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings 11/17/22 Palo Alto Networks options imply 5.6% move in share price post-earnings 09/28/22 Largest borrow rate increases among liquid names 09/15/22 Notable open interest changes for September 15th 08/22/22 Palo Alto Networks options imply 7.6% move in share price post-earnings 01/25/23 Notable open interest changes for January 25th 01/24/23 Microsoft options imply 4.4% move in share price post-earnings 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 01/24/23 Early notable gainers among liquid option names on January 24th 11/16/22 Fortinet put volume heavy and directionally bearish 11/14/22 Fortinet put volume heavy and directionally bearish 01/17/23 CrowdStrike Holdings call volume above normal and directionally bullish 11/29/22 CrowdStrike Holdings options imply 8.9% move in share price post-earnings 09/01/22 Unusually active option classes on open September 1st 08/30/22 CrowdStrike Holdings options imply 8.6% move in share price post-earnings
Conference/Events
Software Analysts Gallo,…
Software Analysts Gallo, along with Steve Shaffer, a Cloud and Cyber Channel and VAR Leadership Consultant, participate in an Analyst/Industry conference call to be held on January 26 at 11 am. Webcast Link
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12/27/22 Zscaler director buys $543.9K in common stock 12/19/22 Zscaler becomes member of JCDC to enhance U.S. cybersecurity position 12/14/22 Zscaler, Alithya Group announce partnership 12/12/22 Women's Tennis Association selects Zscaler Zero Trust Exchange 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 12/12/22 Palo Alto Networks, Red Canary expand partnership 12/05/22 Palo Alto Networks director sells $6.4M in common stock 11/17/22 Palo Alto Networks CEO: We're taking a knife to our costs 11/17/22 Palo Alto Networks jumps 5% after Q1 results, FY23 guidance beat estimates 01/26/23 State Street engages Amazon and Microsoft for cloud in 'transformation journey' 01/25/23 Microsoft says Xbox game 'Redfall' out May 2 01/25/23 Microsoft cloud outage hits users around the globe 01/24/23 Microsoft sees FY23 operating margins down roughly 1% in constant currency 01/12/23 Fortinet announces participation in AT&T Pebble Beach Pro-Am 12/14/22 Fortinet announces five MSSP partners adopted Fortinet Secure SD-!AN 12/14/22 Arqit Quantum joins Fortinet Fabric-Ready Partner Program 11/28/22 Fortinet launches FortiGate Cloud-Native Firewall 01/17/23 Crowdstrike adds two executives to its leadership team 12/29/22 Crowdstrike director Austin buys $2.5M in company shares 12/01/22 Crowdstrike CEO: Most companies would kill for our results 11/30/22 Cathie Wood's ARK Investment bought 39.2K shares of Crowdstrike today 01/12/23 Check Point announces Tzipi Ozer-Armon joins board 12/29/22 Check Point expands collaboration with Intel for anti-ransomware capabilities 10/20/22 Check Point introduces Check Point Quantum platform 10/13/22 Check Point launches Managed Security Service Providers Program 01/24/23 JPMorgan Palo Alto initiated with Overweight, added to Focus List at JPMorgan 01/23/23 Deutsche Bank Palo Alto Networks price target lowered to $165 from $217 at Deutsche Bank 01/18/23 Scotiabank Palo Alto Networks initiated with an Outperform at Scotiabank 01/17/23 Guggenheim Palo Alto Networks downgraded to Neutral from Buy at Guggenheim 01/24/23 JPMorgan Fortinet initiated with an Overweight at JPMorgan 01/23/23 Guggenheim Fortinet initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Fortinet price target lowered to $53 from $63 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core holding' Fortinet at Outperform 01/24/23 JPMorgan Crowdstrike initiated with an Overweight at JPMorgan 01/23/23 Deutsche Bank Crowdstrike downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Crowdstrike initiated with an Outperform at Scotiabank 01/18/23 BMO Capital BMO starts 'best-in-class' Crowdstrike with an Outperform 01/26/23 Credit Suisse Microsoft price target lowered to $285 from $365 at Credit Suisse 01/26/23 Oppenheimer Alphabet price target lowered to $130 from $135 at Oppenheimer 01/25/23 Oppenheimer Microsoft results better than feared, macro trends weakening, says Oppenheimer 01/25/23 Morgan Stanley Morgan Stanley says cyclical Azure impacts set up 'attractive' Microsoft entry 01/24/23 JPMorgan Check Point initiated with a Neutral at JPMorgan 01/23/23 Guggenheim Check Point initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Check Point downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Check Point at Outperform, says worst margin declines behind 01/24/23 JPMorgan SentinelOne initiated with an Overweight at JPMorgan 01/23/23 Guggenheim SentinelOne initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank SentinelOne downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/24/23 JPMorgan Zscaler initiated with a Neutral at JPMorgan 01/23/23 Deutsche Bank Zscaler price target lowered to $140 from $190 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core growth holding' Zscaler at Outperform 01/17/23 Scotiabank Zscaler initiated with an Outperform at Scotiabank 12/01/22 Zscaler raises FY23 EPS view to $1.23-$1.25 from $1.16-$1.18, consensus $1.18 12/01/22 Zscaler sees Q2 EPS 29c-30c, consensus 26c 12/01/22 Zscaler reports Q1 EPS 29c, consensus 26c 12/01/22 Notable companies reporting after market close 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 11/17/22 Palo Alto Networks sees FY23 adjusted EPS $3.37-$3.44, consensus $3.17 11/17/22 Palo Alto Networks sees Q2 adjusted EPS 76c-78c, consensus 71c 11/17/22 Palo Alto Networks reports Q1 adjusted EPS 83c, consensus 69c 11/17/22 Notable companies reporting after market close 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 01/24/23 Notable companies reporting after market close 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 11/02/22 Fortinet sees Q4 adjusted EPS 38c-40c, consensus 35c 11/02/22 Fortinet sees FY22 adjusted EPS $1.13-$1.15, consensus $1.05 11/02/22 Fortinet reports Q3 adjusted EPS 33c, consensus 27c 11/02/22 Notable companies reporting after market close 11/29/22 Crowdstrike raises FY23 EPS view to $1.49-$1.52 from $1.31-$1.33 11/29/22 Crowdstrike sees Q4 adjusted EPS 42c-45c, consensus 34c 11/29/22 Crowdstrike reports Q3 adjusted EPS 40c, consensus 31c 11/29/22 Notable companies reporting after market close 10/27/22 Check Point narrows FY22 EPS view to $7.20-$7.40, consensus $7.22 10/27/22 Check Point sees Q4 adjusted EPS $2.22-$2.42, consensus $2.33 10/27/22 Check Point reports Q3 EPS $1.77, consensus $1.67 08/01/22 Check Point reports Q2 EPS $1.64, consensus $1.62 01/06/23 White House to unveil cybersecurity strategy, Washington Post reports 11/17/22 Palo Alto to acquire Cider Security for $300M, Calcalist reports 10/21/22 Cybereason taps JPMorgan to help find buyer, The Information says 09/19/22 Palo Alto Networks near deal to buy Apiiro for about $600M, Calcalist says 01/25/23 FTC filed Microsoft-Activision suit to dissuade EU settlement, Bloomberg says 01/24/23 Microsoft CEO felt company 'slow' to commercialize AI reserach, Information says 01/23/23 Blizzard lead exits in protest of staff ranking system, Bloomberg says 01/18/23 Video game sales fell 13% y/y in Europe in December, GI.biz says 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 12/02/22 What You Missed On Wall Street On Friday 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/24/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/03/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/01/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 What You Missed On Wall Street On Wednesday 01/25/23 What You Missed On Wall Street This Morning 01/25/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 Fly Intel: Pre-market Movers 01/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Fly Intel: After-Hours Movers 10/10/22 What You Missed On Wall Street On Monday 01/23/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/21/23 Buy/Sell: Wall Street's top 10 stock calls this week 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 Zscaler call volume above normal and directionally bullish 01/05/23 Zscaler put volume heavy and directionally bearish 12/01/22 Zscaler options imply 10.0% move in share price post-earnings 10/27/22 Zscaler call volume above normal and directionally bullish 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings 11/17/22 Palo Alto Networks options imply 5.6% move in share price post-earnings 09/28/22 Largest borrow rate increases among liquid names 09/15/22 Notable open interest changes for September 15th 08/22/22 Palo Alto Networks options imply 7.6% move in share price post-earnings 01/25/23 Notable open interest changes for January 25th 01/24/23 Microsoft options imply 4.4% move in share price post-earnings 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 01/24/23 Early notable gainers among liquid option names on January 24th 11/16/22 Fortinet put volume heavy and directionally bearish 11/14/22 Fortinet put volume heavy and directionally bearish 01/17/23 CrowdStrike Holdings call volume above normal and directionally bullish 11/29/22 CrowdStrike Holdings options imply 8.9% move in share price post-earnings 09/01/22 Unusually active option classes on open September 1st 08/30/22 CrowdStrike Holdings options imply 8.6% move in share price post-earnings
Recommendations
JPMorgan analyst Bill…
JPMorgan analyst Bill Peterson lowered the firm's price target on ChargePoint to $16 from $18 and keeps an Overweight rating on the shares. The analyst thinks institutional investor sentiment on the transportation and fuel transformation space still remains "negative / muted." Macro volatility and recessionary fears could continue to keep investor expectations muted in the near term with interest rate trajectory remaining a key lever for stock performance for unprofitable growth stocks broadly, but a recovery in the back half of the year is possible assuming interest rates stabilize, the analyst tells investors in a research note. The firm continues to prefer infrastructure enablers in hydrogen and charging over vehicle makers / component suppliers.
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01/24/23 ChargePoint Holdings trading resumes 01/24/23 ChargePoint Holdings trading halted, volatility trading pause 01/24/23 ChargePoint announces new agreement with Lexus RZ 450e drivers 01/09/23 ChargePoint rises 12.9% 12/22/22 Piper Sandler ChargePoint price target lowered to $13 from $16 at Piper Sandler 12/05/22 DA Davidson ChargePoint price target lowered to $18 from $20 at DA Davidson 12/02/22 R.F. Lafferty ChargePoint price target lowered to $28 from $34 at R.F. Lafferty 12/02/22 Oppenheimer ChargePoint price target lowered to $26 from $40 at Oppenheimer 12/01/22 ChargePoint narrows FY23 revenue view to $475M-$485M from $450M-$500M 12/01/22 ChargePoint sees Q4 revenue $160M-$170M, consensus $160.91M 12/01/22 ChargePoint reports Q3 EPS (25c), consensus (19c) 12/01/22 Notable companies reporting after market close 10/31/22 EU looks to resolve EV subsidy dispute with the U.S , Bloomberg says 10/01/22 SPAC bubble has burst, Blue Owl Luminar still have potential, Barron's says 01/03/23 Fly Insider: Terns Pharma, Best Buy among week's notable insider trades 12/22/22 What You Missed On Wall Street On Thursday 12/22/22 What You Missed On Wall Street This Morning 12/05/22 What You Missed On Wall Street This Morning 01/13/23 Largest borrow rate increases among liquid names 01/03/23 Largest borrow rate increases among liquid names 12/22/22 ChargePoint Holdings put volume heavy and directionally bearish 12/21/22 Largest borrow rate increases among liquid names
