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On The Fly
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01/02/23 Fly Intel: Top five weekend stock stories 01/25/23 Ralph Lauren CEO sells $2.31M in common stock 01/19/23 Ralph Lauren CEO sells $2.22M in common stock 11/10/22 Ralph Lauren sees gross margin expansion in 2H 11/10/22 Ralph Lauren sees FY23 gross margin up 30-50bps 01/27/23 Polaris to unleash limited edition offering in partnership with Troy Lee Design PDYPY Flutter Entertainment 12/20/22 New Jersey reports November gaming revenue up 0.3% to $441.1M 12/12/22 Inspired Entertainment signs long-term agreement with Paddy Power 11/29/22 Nevada reports October statewide gaming win up 4.83% to $1.28B $443.17 / -19.79 (-4.27%)
01/26/23 Northrop Grumman says 'performing exceptionally well' on B-21 program 01/26/23 Northrop Grumman says entering 2023 with strong backlog of $79B 01/26/23 Northrop Grumman provides 2023 sector guidance 01/26/23 Northrop Grumman sees FY23 CapEx $1.65B-$1.7B 12/05/22 McCormick names Sarah Piper as Chief Human Relations Officer 11/29/22 McCormick raises quarterly dividend to 39c from 37c per share 11/01/22 McCormick Chief Human Relations Officer Lisa Manzone retiring $208.28 / +12.835 (+6.57%)
01/19/23 Satori adds support for MongoDB NoSQL database 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 01/25/23 Las Vegas Sands confident in a robust recovery in travel and tourism spending 01/12/23 Las Vegas Sands to pursue casino project on Long Island, New York 01/03/23 Macau reports December casino revenue down 56.3% to 3.48B patacas 12/29/22 Nevada reports November statewide gaming win down 7.62% to $1.22B 01/24/23 Hess Corp. announces FY23 E&P capital, exploratory budget of $3.7B 12/02/22 Hess Corp., government of Guyana announce REDD+ carbon credits agreement 11/15/22 TotalEnergies completes acquisition of Hess 8.16% interest Waha concession 10/26/22 Hess announces two more discoveries offshore Guyana 01/11/23 ICL signs strategic partnership agreement with General Mills 12/05/22 IHOP and General Mills partner to turn the brand's iconic pancakes into cereal 11/14/22 General Mills director Cordani sells 26,100 common shares 10/03/22 General Mills exec sells $2.0M in common stock 01/26/23 American took deliveries of 5 788s in Q4 01/25/23 Triumph Group awarded contract from Airbus 01/19/23 Triumph Group awarded two multi-year contracts from Airbus 01/18/23 United sees taking delivery of 92 737 Maxs, 2 787s, 4 A321Neos in 2023 11/14/22 Starboard takes stake in Wix.com, exits Elanco Animal Health 09/14/22 Commvault appoints Alan Atkinson as Chief Partner Officer 12/08/22 Chewy says now expects FY22 capex to come in slightly below 2.5% of sales 10/20/22 Chewy expands CarePlus with new plan by Lemonade Pet 08/31/22 Chewy falls -7.3% 08/30/22 Chewy sees FY22 adjusted EBITDA margin 1.75%-2% 11/03/22 Bill.com to acquire Finmark, terms not disclosed 09/12/22 Bill.com announces Loren Padelford joins company as CCO 08/19/22 Bill.com rises 14.5% 08/19/22 Bill.com rises 11.9% 01/24/23 Microsoft sees Q3 productivity revenue $16.9B-$17.2B 01/19/23 Sony announces additional games coming to PlayStation VR2 01/17/23 U.S. video game consumer spending rose 2% y/y in December, says NPD 01/17/23 'Call of Duty: Modern Warfare 2' top game seller in U.S. in December, says NPD 01/27/23 Bernstein McCormick upgraded to Outperform from Market Perform at Bernstein 12/06/22 Deutsche Bank McCormick price target raised to $83 from $79 at Deutsche Bank 11/15/22 Exane BNP Paribas McCormick initiated with an Outperform at Exane BNP Paribas 09/12/22 Barclays McCormick price target lowered to $82 from $94 at Barclays 01/26/23 UBS General Mills upgraded to Buy from Neutral at UBS 01/03/23 Wells Fargo General Mills initiated with an Equal Weight at Wells Fargo 12/21/22 RBC Capital General Mills price target raised to $76 from $72 at RBC Capital 12/20/22 Morgan Stanley General Mills price target raised to $73 from $71 at Morgan Stanley 01/27/23 Kepler Cheuvreux Airbus downgraded to Reduce from Hold at Kepler Cheuvreux 01/26/23 Jefferies Airbus downgraded to Hold from Buy at Jefferies 01/26/23 Deutsche Bank Airbus price target lowered to EUR 120 from EUR 130 at Deutsche Bank 01/26/23 Deutsche Bank Airbus downgraded to Hold from Buy at Deutsche Bank 01/27/23 Wedbush Chewy upgraded to Outperform at Wedbush as company 'turns corner' 01/27/23 Wedbush Chewy upgraded to Outperform from Neutral at Wedbush 01/11/23 Needham Chewy named 2023 Top Pick at Needham 12/09/22 Baird Chewy price target raised to $50 from $45 at Baird 01/27/23 UBS Polaris downgraded to Neutral from Buy at UBS 01/13/23 Northcoast Polaris downgraded to Neutral from Buy at Northcoast 12/08/22 BMO Capital Polaris downgraded to Market Perform from Outperform at BMO Capital 12/05/22 Jefferies Polaris price target raised to $106 from $100 at Jefferies 01/27/23 Wedbush Activision Blizzard assumed with an Outperform at Wedbush 12/22/22 Needham Netflix 2023 estimates cut at Needham 12/06/22 Edward Jones Activision Blizzard upgraded to Buy from Hold at Edward Jones 12/01/22 Wedbush Activision Blizzard added to Best Ideas List at Wedbush 01/27/23 OTR Global Ralph Lauren downgraded to Mixed from Positive view at OTR Global 01/27/23 BMO Capital Ralph Lauren downgraded to Underperform from Market Perform at BMO Capital 01/20/23 Barclays Ralph Lauren upgraded to Overweight from Equal Weight at Barclays 12/12/22 Cowen Ralph Lauren price target raised to $148 from $132 at Cowen 01/27/23 Wedbush Take-Two assumed with an Outperform at Wedbush 01/27/23 MoffettNathanson Take-Two upgraded to Outperform from Market Perform at MoffettNathanson 01/18/23 Benchmark Take-Two price target lowered to $125 from $139 at Benchmark 01/12/23 BofA Ubisoft guidance cut not a negative read to Take-Two, EA, says BofA 01/27/23 Argus Las Vegas Sands upgraded to Buy from Hold at Argus 01/26/23 Deutsche Bank Las Vegas Sands price target raised to $69 from $56 at Deutsche Bank 01/26/23 CBRE Las Vegas Sands upgraded to Buy from Hold at CBRE 01/26/23 Stifel Las Vegas Sands price target raised to $66 from $60 at Stifel 01/26/23 Goldman Sachs Hess Corp. downgraded to Neutral from Buy at Goldman Sachs 01/26/23 BofA Hess Corp. price target raised to $200 from $185 at BofA 01/26/23 Wells Fargo Hess Corp. price target raised to $170 from $162 at Wells Fargo 01/26/23 Susquehanna Hess Corp. price target raised to $185 from $179 at Susquehanna $443.17 / -19.79 (-4.27%)
01/27/23 Wolfe Research Northrop Grumman downgraded to Peer Perform at Wolfe Research on B-21 overhang 01/27/23 RBC Capital Northrop Grumman price target lowered to $520 from $550 at RBC Capital 01/27/23 Wolfe Research Northrop Grumman downgraded to Peer Perform from Outperform at Wolfe Research 01/27/23 Susquehanna Northrop Grumman price target lowered to $535 from $615 at Susquehanna $208.28 / +12.835 (+6.57%)
01/26/23 Guggenheim MongoDB initiated with a Neutral at Guggenheim 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/09/23 Truist MongoDB price target lowered to $235 from $300 at Truist 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 01/27/23 Citi Bill.com initiated with a Buy at Citi 01/24/23 Deutsche Bank Bill.com price target lowered to $150 from $200 at Deutsche Bank 01/12/23 Oppenheimer Bill.com price target lowered to $150 from $180 at Oppenheimer 01/10/23 Mizuho Bill.com initiated with a Neutral at Mizuho PDYPY Flutter Entertainment 01/27/23 Craig-Hallum Flutter Entertainment initiated with a Buy at Craig-Hallum 01/27/23 JPMorgan Flutter Entertainment downgraded to Neutral from Overweight at JPMorgan 01/18/23 Deutsche Bank Flutter price target raised to 16,116 GBp from 15,147 GBp at Deutsche Bank 11/30/22 JPMorgan Flutter price target raised to 16,100 GBp from 14,800 GBp at JPMorgan 01/27/23 Guggenheim Guggenheim starts Commvault with a Buy, sees 50% potential upside 01/26/23 Guggenheim Commvault initiated with a Buy at Guggenheim 01/11/23 Piper Sandler Commvault price target lowered to $60 from $70 at Piper Sandler 07/27/22 Lake Street Commvault price target lowered to $64 from $68 at Lake Street 11/08/22 Take-Two sees FY23 revenue $5.41B-$5.51B, consensus $5.89B 11/07/22 Take-Two sees Q3 revenue $1.43B-$1.48B, consensus $1.43B 11/07/22 Take-Two reports Q2 GAAP EPS ($1.54) 11/10/22 Ralph Lauren sees FY23 revenue up about 8%, consensus $6.32B 11/10/22 Ralph Lauren backs FY23 revenue view up high-single digits, consensus $6.32B 11/10/22 Ralph Lauren sees Q3 revenue up low- to mid-single digits, consensus $1.8B 11/10/22 Ralph Lauren reports Q2 adjusted EPS $2.23, consensus $2.08 10/25/22 Polaris still sees 2022 adjusted EPS $10.10-$10.30, consensus $10.02 10/25/22 Polaris reports Q3 adjusted EPS $3.25, consensus $2.82 $443.17 / -19.79 (-4.27%)
01/26/23 Northrop Grumman sees FY23 adjusted EPS $21.85-$22.45, consensus $22.30 01/26/23 Northrop Grumman reports Q4 adjusted EPS $7.50, consensus $6.57 10/27/22 Northrop Grumman sees 2023 sales growth 4%-5%, consensus $38.16B 10/27/22 Northrop Grumman maintains FY22 guidance 01/26/23 McCormick sees FY23 EPS $2.56-$2.61, consensus $2.90 01/26/23 McCormick reports Q4 adjusted EPS 73c, consensus 86c 10/06/22 McCormick backs FY22 adjusted EPS view $2.63-$2.68, consensus $2.84 10/06/22 McCormick reports Q3 adjusted EPS 69c, consensus 93c $208.28 / +12.835 (+6.57%)
12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close 01/25/23 Las Vegas Sands reports Q4 adjusted cont ops EPS (19c), consensus (9c) 01/25/23 Notable companies reporting after market close 10/19/22 Las Vegas Sands reports Q3 consolidated adjusted property EBITDA $191M 10/19/22 Las Vegas Sands reports Q3 adjusted cont ops EPS (27c), consensus (24c) 01/25/23 Hess Corp. reports Q4 EPS $1.78, consensus $1.65 10/26/22 Hess Corp. reports Q3 EPS $1.89, consensus $1.87 12/20/22 General Mills raises FY23 adjusted EPS view to up 4%-6% from up 2%-5% 12/20/22 General Mills reports Q2 adjusted EPS $1.10, consensus $1.06 12/19/22 Notable companies reporting before tomorrow's open 10/28/22 Airbus reports Q3 revenue EUR 38.1B, EBIT adjusted EUR 3.5B 07/27/22 Airbus reports Q2 adjusted EBIT EUR 1.38B vs. EUR 2.01B last year 01/10/23 Commvault sees Q3 non-GAAP EPS 62c, consensus 72c 11/01/22 Commvault sees Q3 revenue $202M-$205M, consensus $206.82M 11/01/22 Commvault reports Q2 non-GAAP EPS 57c, consensus 50c 12/08/22 Chewy raises FY22 revenue view to $10.02B-$10.04B from $9.9B-$10B 12/08/22 Chewy sees Q4 revenue $2.63B-$2.65B, consensus $2.64B 12/08/22 Chewy reports Q3 revenue $2.53B, consensus $2.46B 12/08/22 Notable companies reporting after market close 11/03/22 Bill.com raises FY23 adjusted EPS view to 48c-59c from 23c-38c 11/03/22 Bill.com sees Q2 adjusted EPS 12c-14c, consensus 8c 11/03/22 Bill.com reports Q1 adjusted EPS 14c, consensus 6c 11/03/22 Notable companies reporting after market close 11/07/22 Activision Blizzard reports Q3 adjusted EPS 68c, consensus 50c 11/07/22 Notable companies reporting after market close 08/01/22 Activision Blizzard reports Q2 adjusted EPS 48c, consensus 48c 08/01/22 Notable companies reporting after market close 01/18/23 Video game sales fell 13% y/y in Europe in December, GI.biz says 01/11/23 Amazon Game Studios loses another key executive amid cutbacks, Bloomberg says 12/31/22 Take-Two, Micron had a terrible 2022, could be time to buy, Barron's says 12/05/22 Microsoft to increase Xbox first-party game prices to $70 in 2023, Verge says PDYPY Flutter Entertainment 01/19/23 Bally's, FanDuel approved for Massachusetts sports betting licenses, Speros says 11/06/22 Arbitrator affirms Fox holds 10-year option to buy FanDuel stake, Reuters says 10/20/22 Spotify, FanDuel agree to deal expanding The Ringer partnership, Axios reports 10/10/22 DraftKings, others pull back on ads to legalize CA online sports betting, WSJ says $443.17 / -19.79 (-4.27%)
01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 09/19/22 Defense companies urged to limit use of Chinese supplies, WSJ reports 08/30/22 U.S. Army grounds entire fleet of Boeing's Chinook helicopters, WSJ says 11/21/22 China reports first Covid-19 deaths since May, WSJ reports 11/11/22 China intends to ease some quarantine rules for travelers, ABC News reports 10/31/22 Macau reinstates strict Covid measures, Reuters reports 10/26/22 Macau Casinos see gains cut after new COVID infection, Bloomberg reports 01/10/23 ExxonMobil led group develops1.3B barrel off shore Guyana field, AP reports 12/01/22 Twitter offers advertisers big incentives to boost spending, WSJ reports 11/03/22 General Mills, Mondelez, Pfizer halt Twitter advertising, WSJ reports 01/23/23 Airbus plans spinoff of high-altitude drone program Zephyr, FT reports 01/03/23 Boeing's delays could revive Airbus's A380, Wall Street Journal reports 12/16/22 Air India larget jer order includes 190 737 MAX jets, 30 787s, Reuters says 12/12/22 Air India close to order for up to 500 planes for Boeing, Airbus, Reuters says 01/26/23 Sony's Ryan met with EU's Vestager over Activision deal, Reuters says 01/25/23 FTC filed Microsoft-Activision suit to dissuade EU settlement, Bloomberg says 01/23/23 Blizzard lead exits in protest of staff ranking system, Bloomberg says 01/23/23 Nintendo's new 'Fire Emblem' top-selling physical game in U.K., GI.biz says 01/17/23 What You Missed This Week in Video Games 01/10/23 What You Missed This Week in Video Games 01/03/23 What You Missed This Week in Video Games 01/20/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/10/22 What You Missed On Wall Street On Thursday 11/10/22 What You Missed On Wall Street This Morning 11/01/22 What You Missed This Week in Video Games PDYPY Flutter Entertainment 01/06/23 Bet On It: Three downstate New York casino licenses now up for grabs 01/02/23 Opening Day: Ten IPOs to watch in 2023 $443.17 / -19.79 (-4.27%)
01/13/23 What You Missed On Wall Street On Friday 01/13/23 What You Missed On Wall Street This Morning 12/08/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/15/22 What You Missed On Wall Street On Tuesday 11/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 10/06/22 What You Missed On Wall Street On Thursday 10/06/22 What You Missed On Wall Street This Morning 10/06/22 Fly Intel: Pre-market Movers $208.28 / +12.835 (+6.57%)
12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers 01/26/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 Fly Intel: After-Hours Movers 01/20/23 Bet On It: Kentucky lawmaker sees momentum towards sports betting legalization 01/13/23 Bet On It: PlayUp SPAC deal terminated 01/17/23 Fly Insider: Coinbase, Buckle among week's notable insider trades 01/03/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/20/22 What You Missed On Wall Street On Tuesday 12/20/22 What You Missed On Wall Street This Morning 01/23/23 What You Missed On Wall Street This Morning 09/30/22 What You Missed On Wall Street On Friday 09/30/22 What You Missed On Wall Street This Morning 08/31/22 What You Missed On Wall Street This Morning 12/09/22 What You Missed On Wall Street On Friday 12/09/22 What You Missed On Wall Street This Morning 12/09/22 Fly Intel: Pre-market Movers 12/08/22 Fly Intel: After-Hours Movers 01/13/23 Sell these stocks now, proven algorithm says 01/11/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/12/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/26/23 What You Missed On Wall Street On Thursday 01/24/23 What You Missed This Week in Video Games 01/24/23 What Wall Street is saying about Microsoft ahead of earnings 01/24/23 What You Missed On Wall Street This Morning 01/09/23 TakeTwo Interactive Software call volume above normal and directionally bullish 11/07/22 TakeTwo Interactive Software options imply 7.8% move in share price post-earnings 10/06/22 Early notable gainers among liquid option names on October 6th 09/09/22 Early notable gainers among liquid option names on September 9th 11/11/22 Early notable gainers among liquid option names on November 11th 08/15/22 Largest borrow rate increases among liquid names $443.17 / -19.79 (-4.27%)
01/24/23 Early notable gainers among liquid option names on January 24th 12/30/22 Early notable gainers among liquid option names on December 30th 11/17/22 Early notable gainers among liquid option names on November 17th $208.28 / +12.835 (+6.57%)
12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish 01/25/23 Las Vegas Sands options imply 4.5% move in share price post-earnings 01/24/23 Unusually active option classes on open January 24th 12/27/22 Early notable gainers among liquid option names on December 27th 12/08/22 Early notable gainers among liquid option names on December 8th 12/23/22 Early notable gainers among liquid option names on December 23rd 11/09/22 Hess Corp. put volume heavy and directionally bearish 10/31/22 Hess Corp. put volume heavy and directionally bearish 10/14/22 Hess Corp. put volume heavy and directionally bearish 12/20/22 Unusually active option classes on open December 20th 11/16/22 Early notable gainers among liquid option names on November 16th 09/27/22 General Mills put volume heavy and directionally bearish 09/21/22 Early notable gainers among liquid option names on September 21st 12/29/22 Chewy call volume above normal and directionally bullish 12/22/22 Chewy call volume above normal and directionally bullish 12/15/22 Chewy put volume heavy and directionally bearish 12/08/22 Chewy options imply 11.4% move in share price post-earnings 01/23/23 Bill.com Holdings call volume above normal and directionally bullish 12/28/22 Bill.com Holdings put volume heavy and directionally bearish 12/27/22 Bill.com Holdings put volume heavy and directionally bearish 08/22/22 Bill.com Holdings put volume heavy and directionally bearish 01/18/23 Unusually active option classes on open January 18th 01/13/23 Activision Blizzard put volume heavy and directionally bearish 12/13/22 Activision Blizzard put volume heavy and directionally bearish 12/07/22 Activision Blizzard call volume above normal and directionally bullish
Over a week ago
Hot Stocks
Satori announced that it…
Satori announced that it is adding support for MongoDB, a scalable and flexible NoSQL document database used for high-volume data storage and processing. MongoDB has more than 37,000 customers in over 100 countries, and the MongoDB database platform has been downloaded over 300 million times. MongoDB users can now take advantage of Satori's data security platform to reduce risk, improve productivity, and ensure compliance.
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$200.88 / -1.925 (-0.95%)
12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 08/31/22 MongoDB drops 8% to $297 after reporting Q2 results, FY23 guidance $200.88 / -1.925 (-0.95%)
01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/09/23 Truist MongoDB price target lowered to $235 from $300 at Truist 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham $200.88 / -1.925 (-0.95%)
12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close $200.88 / -1.925 (-0.95%)
12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers $200.88 / -1.925 (-0.95%)
12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish
Conference/Events
Davidson Expert Network…
Davidson Expert Network (DEN) holds a Bison Te(a)ch-In, a group technology teach-in entitled, "Exploring the Business Value of Data Mesh" with DEN Expert Michael Ernest with relevant companies to be discussed: AMZN, AYX, BASE, CFLT, CLDR, CRM, DOMO, ESTC, GOOGL, IBM, MDB, MSFT, MSTR, ORCL, PLTR, SNOW, TDC on January 13 at 1 pm. Webcast Link
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09/13/22 Teradata, ActionIQ enter strategic relationship for HybridCompute Integration 07/20/22 GE teams with Microsoft and Teradata for sustainability solution development 11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/11/23 Palantir, Posit enter technology partnership for RStudio integration 01/10/23 Palantir, Cloudflare enter strategic partnership 12/21/22 Palantir announces GBP 75M Enterprise Agreement with the UK Ministry of Defense 12/09/22 Palantir enters strategic partnership with Crisis24 12/15/22 Niagara Health selects Oracle Cerner to build hosptial information system 12/12/22 Oracle reports Q2 total cloud revenue $3.8B, up 43% in USD, up 48% in CC 12/12/22 Oracle says strengthening of the U.S. dollar had 'significant' impact on Q2 01/10/23 Group One Trading reports 13.49% stake in MicroStrategy 12/28/22 MicroStrategy raised bitcoin holdings by 2,500 bitcoins from Oct. 31 to Dec. 27 11/21/22 Crypto names down in pre-market as bitcoin falls to one-week low 11/10/22 FTX US says trading may be halted 'in a few days' 01/13/23 Microsoft says revert in progress to fix Windows Start menu, taskbar issues 01/12/23 Cloudflare expands relationship with Microsoft 01/12/23 Verizon launches Microsoft Teams Phone MobileMicrosoft 01/11/23 Xbox to host Developer Direct event January 25 to showcase new 1st-party games 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 08/31/22 MongoDB drops 8% to $297 after reporting Q2 results, FY23 guidance 01/04/23 IBM announces IBM Partner Plus program 12/13/22 IBM, Rapidus announce joint development pact ro advance logic scaling in Japan 12/09/22 IBM Canada to open Client Innovation Centre in Fredericton 01/12/23 Alphabet-owned Verily eliminates 15% of staff as it streamlines operations 01/11/23 Neonode up 34% after USPTO ruling in patent fight with Google 01/11/23 USPTO rules Google has not shown Neonode '879 claims unpatentable 01/11/23 German Federal Cartel Office accuses Google of violating digital competition law 12/01/22 Elastic falls -12.4% 11/30/22 Elastic falls 15% to $52.18 after Q2 results and guidance 08/25/22 Elastic names Ken Exner chief product officer 08/15/22 Tiger Global buys Alphabet Class A, exits Zoom Video in Q2 12/01/22 Domo joins Amazon SageMaker Ready Program 10/11/22 Domo names Monica Pool Knox chief people officer 08/23/22 Domo names Wendy Steinle chief marketing officer 01/12/23 Walmart enters partnership with Salesforce to provide solutions for retailers 01/11/23 Salesforce Security CTO says leaving to join Evolution Equity Partners 01/04/23 Salesforce up 4% to $139.85 after announcing restructuring 01/04/23 Salesforce announces restructuring, 10% workforce reduction 01/06/23 Confluent to acquire Immerok, terms undisclosed 12/13/22 Confluent appoints Shaun Clowes as chief product officer 11/29/22 Couchbase announces multi-year strategic collaboration agreement with AWS 11/28/22 Couchbase selected by Arthrex to improve patient outcomes 12/06/22 Alteryx announces strategic investment in MANTA 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 01/12/23 Rent The Runway launches Amazon Fashion storefront 01/11/23 Voip-Pal.com says CAFC denies Amazon's petition in patent infringement suit 01/10/23 Intel unveils 4th Gen Xeon Scalable processors, Xeon CPU Max Series 01/10/23 Amazon expands Buy with Prime service, introduces Reviews from Amazon 01/13/23 Mizuho Amazon 2023 consensus estimates nearly 10% too high, says Mizuho 01/11/23 Cowen Amazon.com price target lowered to $140 from $160 at Cowen 01/06/23 MKM Partners MKM Partners sees WWE as 'very attractive asset' if it goes for sale 01/05/23 BofA Amazon layoffs 'not a positive signal,' but 'good for sentiment,' says BofA 01/09/23 Piper Sandler Alteryx price target lowered to $60 from $62 at Piper Sandler 01/02/23 Rosenblatt Rosenblatt reveals 15 best stock ideas for 2023 12/15/22 Wedbush Wedbush starts Alteryx with a Neutral ahead of tougher comps 12/14/22 Wedbush Alteryx initiated with a Neutral at Wedbush 01/10/23 Barclays Couchbase price target lowered to $16 from $18 at Barclays 12/15/22 Wedbush Wedbush starts Couchbase at Neutral amid net new ARR slowdown 12/14/22 Wedbush Couchbase initiated with a Neutral at Wedbush 12/12/22 RBC Capital Coupa Software upgraded to Sector Perform from Underperform at RBC Capital 01/10/23 Barclays Confluent upgraded to Overweight from Equal Weight at Barclays 01/09/23 Truist Confluent price target lowered to $30 from $35 at Truist 01/06/23 Scotiabank Confluent downgraded to Sector Perform at Scotiabank as checks drive caution 01/06/23 Scotiabank Confluent downgraded to Sector Perform from Outperform at Scotiabank 01/13/23 Atlantic Equities Salesforce downgraded to Neutral from Overweight at Atlantic Equities 01/11/23 Bernstein Salesforce downgraded to Underperform from Market Perform at Bernstein 01/09/23 Piper Sandler Salesforce price target lowered to $171 from $175 at Piper Sandler 01/05/23 Loop Capital Salesforce price target lowered to $140 from $150 at Loop Capital 12/09/22 Lake Street Domo price target lowered to $23 from $25 at Lake Street 12/09/22 Morgan Stanley Domo price target lowered to $51 from $56 at Morgan Stanley 12/09/22 Cowen Domo price target lowered to $23 from $27 at Cowen 12/09/22 JMP Securities Domo price target lowered to $30 from $43 at JMP Securities 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 01/09/23 Truist Elastic price target lowered to $75 from $85 at Truist 01/05/23 Piper Sandler Elastic price target lowered to $62 from $70 at Piper Sandler 01/03/23 Oppenheimer Elastic price target lowered to $80 from $90 at Oppenheimer 01/13/23 BofA Alphabet job cuts 'small,' but 'important signal,' says BofA 01/09/23 Morgan Stanley ChatGPT may pose long-term threat to Alphabet, says Morgan Stanley 01/06/23 Tigress Financial Alphabet price target lowered to $160 from $186 at Tigress Financial 10/18/22 BofA IBM price target lowered to $145 from $155 at BofA 10/17/22 Northland Salesforce initiated with a Market Perform at Northland 10/17/22 Stifel IBM price target lowered to $140 from $150 at Stifel 10/06/22 Morgan Stanley IBM price target lowered to $152 from $155 at Morgan Stanley 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/09/23 Truist MongoDB price target lowered to $235 from $300 at Truist 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/11/23 Wedbush OpenAI investment would be smart strategic move for Microsoft, says Wedbush 01/11/23 Morgan Stanley Microsoft 'screens better than most' in CIO survey, says Morgan Stanley 12/29/22 Jefferies MicroStrategy price target lowered to $110 from $140 at Jefferies 11/09/22 Jefferies MicroStrategy price target lowered to $140 from $175 at Jefferies 10/31/22 Jefferies MicroStrategy price target lowered to $175 from $180 at Jefferies 08/03/22 Canaccord MicroStrategy price target lowered to $372 from $453 at Canaccord 01/10/23 Mizuho Oracle initiated with a Buy at Mizuho 01/09/23 Piper Sandler Oracle upgraded to Overweight from Neutral at Piper Sandler 01/05/23 Jefferies Oracle upgraded to Buy from Hold at Jefferies 12/14/22 BMO Capital Oracle price target raised to $95 from $90 at BMO Capital 01/05/23 Jefferies Palantir downgraded to Hold from Buy at Jefferies 12/22/22 BofA Palantir selloff overdone despite unsuccessful SPAC strategy, says BofA 12/21/22 Wolfe Research Wolfe sees Palantir short making money, downgrades to Underperform 12/21/22 Wolfe Research Palantir downgraded to Underperform from Peer Perform at Wolfe Research 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/06/23 Wells Fargo Snowflake initated with an Overweight, $170 price target at Wells Fargo 11/11/22 Citi Teradata price target raised to $42 from $40 at Citi 11/08/22 Craig-Hallum Teradata price target lowered to $40 from $57 at Craig-Hallum 11/01/22 Citi Teradata price target lowered to $40 from $45 at Citi 11/07/22 Teradata narrows FY22 EPS view to $1.58-$1.62, consensus $1.60 11/07/22 Teradata sees Q4 EPS 28c-32c, consensus 32c 11/07/22 Teradata reports Q3 EPS 31c, consensus 29c 08/04/22 Teradata sees Q3 EPS 27c-31c, consensus 30c 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 11/07/22 Palantir sees FY22 adjusted revenue $1.906B-$1.908B, consensus $1.89B 11/07/22 Palantir sees Q4 adjusted revenue $508M-$510M, consensus $502.68M 11/07/22 Palantir reports Q3 adjusted EPS 1c, consensus 2c 10/19/22 Hertz and Palantir announce partnership 12/12/22 Oracle sees Q3 EPS $1.23-$1.27, consensus $1.24 12/12/22 Oracle reports Q2 adjusted EPS $1.21, consensus $1.18 12/12/22 Notable companies reporting after market close 10/20/22 Oracle targets $65B annual revenue by 2026 11/01/22 MicroStrategy reports Q3 EPS ($2.39), consensus 27c 08/02/22 MicroStrategy reports Q2 adjusted EPS ($92.81) vs ($29.66) 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 07/26/22 Microsoft sees FY23 revenue growth in double digits, consensus $225.98B 12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close 10/19/22 IBM reports Q3 Software revenue $5.8B, up 14.2% in constant currency 10/19/22 IBM sees FY22 constant currency revenue growth above mid-single digit model 10/19/22 IBM reports Q3 adjusted EPS $1.81, consensus $1.77 10/19/22 Notable companies reporting after market close 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 07/26/22 Alphabet reports Q2 EPS $1.21, consensus $1.30 07/26/22 Notable companies reporting after market close 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 11/30/22 Elastic sees Q3 adjusted EPS 4c-7c, consensus (4c) 11/30/22 Elastic reports Q2 adjusted EPS 0c, consensus (10c) 12/08/22 Domo raises FY23 EPS view to (72c)-(68c) from (96c)-(88c), consensus (94c) 12/08/22 Domo sees Q4 adjusted EPS (11c)-(7c), consensus (19c) 12/08/22 Domo reports Q3 adjusted EPS (13c), consensus (26c) 08/25/22 Domo raises FY23 EPS view to (96c)-(88c) from ($1.34)-($1.26) 11/30/22 Salesforce raises FY23 EPS view to $4.92-$4.94, consensus $4.73 11/30/22 Salesforce sees Q4 EPS $1.35-$1.37, consensus $1.34 11/30/22 Salesforce reports Q3 EPS $1.40, consensus $1.21 11/30/22 Notable companies reporting after market close 11/02/22 Confluent raises FY22 EPS view to (65c)-(63c) from (73c)-(69c), consensus (70c) 11/02/22 Confluent sees Q4 adjusted EPS (16c)-(14c), consensus (17c) 11/02/22 Confluent reports Q3 adjusted EPS (13c), consensus (17c) 08/03/22 Confluent raises FY22 EPS view to (73c)-(69c) from (79c)-(73c), consensus (75c) 12/06/22 Couchbase sees FY23 revenue $151.4M-$151.6M, consensus $150.13M 12/06/22 Couchbase sees Q4 revenue $38.2M-$38.4M, consensus $38.91M 12/06/22 Couchbase reports Q3 EPS (37c), consensus (33c) 09/07/22 Couchbase sees FY22 revenue $149.5M-150.5M, consensus $147.79M 11/01/22 Alteryx sees FY22 non-GAAP EPS (37c)-(32c), consensus (52c) 11/01/22 Alteryx sees Q4 non-GAAP EPS 48c-53c, consensus 42c 11/01/22 Alteryx reports Q3 non-GAAP EPS (5c), consensus (11c) 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 10/27/22 Amazon reports Q3 EPS 28c with Rivian gain, consensus 21c 10/27/22 Notable companies reporting after market close 07/28/22 Amazon reports Q2 AWS net sales $19.73B vs. $14.81B a year ago 11/11/22 Strategic and PE suitors 'could be eyeing' Teradata, TheDeal says 08/05/22 Palantir tells Bloomberg headcount to rise about 25% by end of year 10/24/22 SAP delays Russia exit as deal discussions fail, Reuters reports 10/15/22 Oracle stock looks cheap again, Barron's says 10/14/22 FTC senior officials invested in stocks of regulated companies, WSJ reports 09/15/22 TikTok COO says agreement with US to address user data concerns, WSJ reports 01/05/23 Crypto-trading firm Genesis lays off 30% more staff, CoinDesk reports 11/09/22 Binance walks away from FTX deal due to issues 'beyond our control,' WSJ reports 11/09/22 Binance walking away from FTX deal, WSJ reports 11/09/22 SEC expands probe into FTX, WSJ reports 01/11/23 Microsoft gives U.S. workers unlimited time off, Verge reports 01/10/23 Microsoft in talks to invest $10B in OpenAI, Semafor reports 01/09/23 IBM to focus on open innovation, not patent leadership, Gil says in Fortune 11/11/22 IBM partners with new semiconductor company, FT reports 11/09/22 IBM engaged in talks with White House over quantum controls, Bloomberg says 09/17/22 IBM, CVS among cheap stocks not deserving to be in bargain bin, Barron's says 01/13/23 YouTube testing new hub of free, ad-supported streaming channels, WSJ reports 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google Cloud replaces top U.S. sales executive, The Information says 01/09/23 Salesforce's Benioff suggests more potential layoffs, CNBC reports 01/05/23 Slack to cut 10% of product, engineering organization, Insider reports 12/22/22 Tech companies looking to abandon leased space in London, Europe, FT reports 12/12/22 Microsoft made concession offer to EU over antitrust concerns, Reuters says 01/12/23 Amazon's appeal to New York union victory rejected, WSJ reports 01/11/23 Amazon Game Studios loses another key executive amid cutbacks, Bloomberg says 01/10/23 FedEx reduces Sunday deliveries 'again' amid e-commerce decline, Bloomberg says 01/10/23 Best Buy announces new free shipping feature, CNET reports 11/30/22 Here's what Wall Street experts are saying about Salesforce ahead of earnings 12/23/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 01/09/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/09/23 Fly Intel: Pre-market Movers 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/07/23 Short Report: Bad News Bears continue to claw Silvergate, Futu Holdings 12/30/22 Here's What You Missed in Crypto This Week 12/03/22 Short Report: Bears growl at crypto stocks amid FTX fallout 11/11/22 Here's What You Missed in Crypto This Week 01/10/23 What You Missed This Week in Video Games 12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers 10/20/22 What You Missed On Wall Street On Thursday 10/20/22 What You Missed On Wall Street This Morning 10/20/22 Fly Intel: Pre-market Movers 10/19/22 Fly Intel: After-Hours Movers 01/11/23 #SocialStocks: Meta implements new restrictions for advertising to teens 01/09/23 Fly Insider: Travelzoo, Box among week's notable insider trades 01/04/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 08/26/22 What You Missed On Wall Street On Friday 08/26/22 What You Missed On Wall Street This Morning 08/25/22 Fly Intel: After-Hours Movers 01/13/23 What You Missed On Wall Street This Morning 01/11/23 What You Missed On Wall Street On Wednesday 01/11/23 What You Missed On Wall Street This Morning 01/11/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/16/22 Sell these stocks now, proven algorithm says 12/02/22 Sell these stocks now, proven algorithm says 11/11/22 Sell these stocks now, proven algorithm says 11/02/22 Fly Intel: After-Hours Movers 12/06/22 What You Missed On Wall Street On Tuesday 12/06/22 What You Missed On Wall Street This Morning 08/03/22 What You Missed On Wall Street On Wednesday 08/03/22 What You Missed On Wall Street This Morning 08/02/22 Fly Intel: After-Hours Movers 01/12/23 What You Missed On Wall Street This Morning 01/10/23 What You Missed On Wall Street On Tuesday 01/10/23 What You Missed On Wall Street This Morning 01/07/23 Buy/Sell: Wall Street's top 10 stock calls this week 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish 01/11/23 Palantir Technologies call volume above normal and directionally bullish 12/21/22 Palantir Technologies call volume above normal and directionally bullish 11/10/22 Unusually active option classes on open November 10th 11/09/22 Palantir Technologies call volume above normal and directionally bullish 12/12/22 Oracle options imply 7.0% move in share price post-earnings 10/21/22 Unusually active option classes on open October 21st 09/12/22 Oracle options imply 5.8% move in share price post-earnings 09/12/22 Unusually active option classes on open September 12th 01/13/23 Largest borrow rate increases among liquid names 01/12/23 Largest borrow rate increases among liquid names 12/23/22 MicroStrategy put volume heavy and directionally bearish 12/08/22 Largest borrow rate increases among liquid names 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 12/12/22 Early notable gainers among liquid option names on December 12th 11/10/22 Microsoft put buyer realizes 13% same-day gains 12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish 12/15/22 IBM put volume heavy and directionally bearish 10/20/22 Early notable gainers among liquid option names on October 20th 10/19/22 IBM options imply 5.0% move in share price post-earnings 09/13/22 IBM put volume heavy and directionally bearish 12/05/22 Alphabet Class A call volume above normal and directionally bullish 11/04/22 Notable open interest changes for November 4th 11/03/22 Notable open interest changes for November 3rd 10/27/22 Notable open interest changes for October 27th 11/30/22 Elastic NV options imply 9.9% move in share price post-earnings 08/25/22 Elastic NV options imply 7.5% move in share price post-earnings 11/30/22 Salesforce options imply 7.6% move in share price post-earnings 10/18/22 Early notable gainers among liquid option names on October 18th 09/22/22 Early notable gainers among liquid option names on September 22nd 08/24/22 Salesforce options imply 6.8% move in share price post-earnings 11/02/22 Confluent options imply 13.2% move in share price post-earnings 08/15/22 Largest borrow rate increases among liquid names 07/20/22 Largest borrow rate increases among liquid names 12/08/22 Alteryx call volume above normal and directionally bullish 10/25/22 Largest borrow rate increases among liquid names 01/12/23 Notable open interest changes for January 12th 01/12/23 Amazon call buyer realizes 240% same-day gains 01/11/23 Notable open interest changes for January 11th 01/09/23 Notable open interest changes for January 9th
Conference/Events
Davidson Expert Network…
Davidson Expert Network (DEN) holds a Bison Te(a)ch-In, a group technology teach-in entitled, "Exploring the Business Value of Data Mesh" with DEN Expert Michael Ernest with relevant companies to be discussed: AMZN, AYX, BASE, CFLT, CLDR, CRM, DOMO, ESTC, GOOGL, IBM, MDB, MSFT, MSTR, ORCL, PLTR, SNOW, TDC on January 13 at 1 pm. Webcast Link
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10/18/22 BofA IBM price target lowered to $145 from $155 at BofA 10/17/22 Northland Salesforce initiated with a Market Perform at Northland 10/17/22 Stifel IBM price target lowered to $140 from $150 at Stifel 10/06/22 Morgan Stanley IBM price target lowered to $152 from $155 at Morgan Stanley 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/09/23 Truist MongoDB price target lowered to $235 from $300 at Truist 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/11/23 Wedbush OpenAI investment would be smart strategic move for Microsoft, says Wedbush 01/11/23 Morgan Stanley Microsoft 'screens better than most' in CIO survey, says Morgan Stanley $210.26 / +15.26 (+7.83%)
12/29/22 Jefferies MicroStrategy price target lowered to $110 from $140 at Jefferies 11/09/22 Jefferies MicroStrategy price target lowered to $140 from $175 at Jefferies 10/31/22 Jefferies MicroStrategy price target lowered to $175 from $180 at Jefferies 08/03/22 Canaccord MicroStrategy price target lowered to $372 from $453 at Canaccord 01/10/23 Mizuho Oracle initiated with a Buy at Mizuho 01/09/23 Piper Sandler Oracle upgraded to Overweight from Neutral at Piper Sandler 01/05/23 Jefferies Oracle upgraded to Buy from Hold at Jefferies 12/14/22 BMO Capital Oracle price target raised to $95 from $90 at BMO Capital 01/05/23 Jefferies Palantir downgraded to Hold from Buy at Jefferies 12/22/22 BofA Palantir selloff overdone despite unsuccessful SPAC strategy, says BofA 12/21/22 Wolfe Research Wolfe sees Palantir short making money, downgrades to Underperform 12/21/22 Wolfe Research Palantir downgraded to Underperform from Peer Perform at Wolfe Research 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/06/23 Wells Fargo Snowflake initated with an Overweight, $170 price target at Wells Fargo 11/11/22 Citi Teradata price target raised to $42 from $40 at Citi 11/08/22 Craig-Hallum Teradata price target lowered to $40 from $57 at Craig-Hallum 11/01/22 Citi Teradata price target lowered to $40 from $45 at Citi 11/07/22 Teradata narrows FY22 EPS view to $1.58-$1.62, consensus $1.60 11/07/22 Teradata sees Q4 EPS 28c-32c, consensus 32c 11/07/22 Teradata reports Q3 EPS 31c, consensus 29c 08/04/22 Teradata sees Q3 EPS 27c-31c, consensus 30c 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 11/07/22 Palantir sees FY22 adjusted revenue $1.906B-$1.908B, consensus $1.89B 11/07/22 Palantir sees Q4 adjusted revenue $508M-$510M, consensus $502.68M 11/07/22 Palantir reports Q3 adjusted EPS 1c, consensus 2c 10/19/22 Hertz and Palantir announce partnership 12/12/22 Oracle sees Q3 EPS $1.23-$1.27, consensus $1.24 12/12/22 Oracle reports Q2 adjusted EPS $1.21, consensus $1.18 12/12/22 Notable companies reporting after market close 10/20/22 Oracle targets $65B annual revenue by 2026 $210.26 / +15.26 (+7.83%)
11/01/22 MicroStrategy reports Q3 EPS ($2.39), consensus 27c 08/02/22 MicroStrategy reports Q2 adjusted EPS ($92.81) vs ($29.66) 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 07/26/22 Microsoft sees FY23 revenue growth in double digits, consensus $225.98B 12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close $145.58 / +0.305 (+0.21%)
10/19/22 IBM reports Q3 Software revenue $5.8B, up 14.2% in constant currency 10/19/22 IBM sees FY22 constant currency revenue growth above mid-single digit model 10/19/22 IBM reports Q3 adjusted EPS $1.81, consensus $1.77 10/19/22 Notable companies reporting after market close 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 07/26/22 Alphabet reports Q2 EPS $1.21, consensus $1.30 07/26/22 Notable companies reporting after market close 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 11/30/22 Elastic sees Q3 adjusted EPS 4c-7c, consensus (4c) 11/30/22 Elastic reports Q2 adjusted EPS 0c, consensus (10c) 12/08/22 Domo raises FY23 EPS view to (72c)-(68c) from (96c)-(88c), consensus (94c) 12/08/22 Domo sees Q4 adjusted EPS (11c)-(7c), consensus (19c) 12/08/22 Domo reports Q3 adjusted EPS (13c), consensus (26c) 08/25/22 Domo raises FY23 EPS view to (96c)-(88c) from ($1.34)-($1.26) 11/30/22 Salesforce raises FY23 EPS view to $4.92-$4.94, consensus $4.73 11/30/22 Salesforce sees Q4 EPS $1.35-$1.37, consensus $1.34 11/30/22 Salesforce reports Q3 EPS $1.40, consensus $1.21 11/30/22 Notable companies reporting after market close 11/02/22 Confluent raises FY22 EPS view to (65c)-(63c) from (73c)-(69c), consensus (70c) 11/02/22 Confluent sees Q4 adjusted EPS (16c)-(14c), consensus (17c) 11/02/22 Confluent reports Q3 adjusted EPS (13c), consensus (17c) 08/03/22 Confluent raises FY22 EPS view to (73c)-(69c) from (79c)-(73c), consensus (75c) 12/06/22 Couchbase sees FY23 revenue $151.4M-$151.6M, consensus $150.13M 12/06/22 Couchbase sees Q4 revenue $38.2M-$38.4M, consensus $38.91M 12/06/22 Couchbase reports Q3 EPS (37c), consensus (33c) 09/07/22 Couchbase sees FY22 revenue $149.5M-150.5M, consensus $147.79M 11/01/22 Alteryx sees FY22 non-GAAP EPS (37c)-(32c), consensus (52c) 11/01/22 Alteryx sees Q4 non-GAAP EPS 48c-53c, consensus 42c 11/01/22 Alteryx reports Q3 non-GAAP EPS (5c), consensus (11c) 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 10/27/22 Amazon reports Q3 EPS 28c with Rivian gain, consensus 21c 10/27/22 Notable companies reporting after market close 07/28/22 Amazon reports Q2 AWS net sales $19.73B vs. $14.81B a year ago 11/11/22 Strategic and PE suitors 'could be eyeing' Teradata, TheDeal says 08/05/22 Palantir tells Bloomberg headcount to rise about 25% by end of year 10/24/22 SAP delays Russia exit as deal discussions fail, Reuters reports 10/15/22 Oracle stock looks cheap again, Barron's says 10/14/22 FTC senior officials invested in stocks of regulated companies, WSJ reports 09/15/22 TikTok COO says agreement with US to address user data concerns, WSJ reports $210.26 / +15.26 (+7.83%)
01/05/23 Crypto-trading firm Genesis lays off 30% more staff, CoinDesk reports 11/09/22 Binance walks away from FTX deal due to issues 'beyond our control,' WSJ reports 11/09/22 Binance walking away from FTX deal, WSJ reports 11/09/22 SEC expands probe into FTX, WSJ reports 01/11/23 Microsoft gives U.S. workers unlimited time off, Verge reports 01/10/23 Microsoft in talks to invest $10B in OpenAI, Semafor reports $145.58 / +0.305 (+0.21%)
01/09/23 IBM to focus on open innovation, not patent leadership, Gil says in Fortune 11/11/22 IBM partners with new semiconductor company, FT reports 11/09/22 IBM engaged in talks with White House over quantum controls, Bloomberg says 09/17/22 IBM, CVS among cheap stocks not deserving to be in bargain bin, Barron's says 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google Cloud replaces top U.S. sales executive, The Information says 01/11/23 Alphabet's Intrinsic lays off 20% of staff, Information reports 01/09/23 Salesforce's Benioff suggests more potential layoffs, CNBC reports 01/05/23 Slack to cut 10% of product, engineering organization, Insider reports 12/22/22 Tech companies looking to abandon leased space in London, Europe, FT reports 12/12/22 Microsoft made concession offer to EU over antitrust concerns, Reuters says 01/12/23 Amazon's appeal to New York union victory rejected, WSJ reports 01/11/23 Amazon Game Studios loses another key executive amid cutbacks, Bloomberg says 01/10/23 FedEx reduces Sunday deliveries 'again' amid e-commerce decline, Bloomberg says 01/10/23 Best Buy announces new free shipping feature, CNET reports 11/30/22 Here's what Wall Street experts are saying about Salesforce ahead of earnings 12/23/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 01/09/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/09/23 Fly Intel: Pre-market Movers 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations $210.26 / +15.26 (+7.83%)
01/07/23 Short Report: Bad News Bears continue to claw Silvergate, Futu Holdings 12/30/22 Here's What You Missed in Crypto This Week 12/03/22 Short Report: Bears growl at crypto stocks amid FTX fallout 11/11/22 Here's What You Missed in Crypto This Week 01/10/23 What You Missed This Week in Video Games 12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers $145.58 / +0.305 (+0.21%)
10/20/22 What You Missed On Wall Street On Thursday 10/20/22 What You Missed On Wall Street This Morning 10/20/22 Fly Intel: Pre-market Movers 10/19/22 Fly Intel: After-Hours Movers 01/11/23 #SocialStocks: Meta implements new restrictions for advertising to teens 01/09/23 Fly Insider: Travelzoo, Box among week's notable insider trades 01/04/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 08/26/22 What You Missed On Wall Street On Friday 08/26/22 What You Missed On Wall Street This Morning 08/25/22 Fly Intel: After-Hours Movers 01/11/23 What You Missed On Wall Street On Wednesday 01/11/23 What You Missed On Wall Street This Morning 01/11/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/11/23 Fly Intel: Pre-market Movers 12/16/22 Sell these stocks now, proven algorithm says 12/02/22 Sell these stocks now, proven algorithm says 11/11/22 Sell these stocks now, proven algorithm says 11/02/22 Fly Intel: After-Hours Movers 12/06/22 What You Missed On Wall Street On Tuesday 12/06/22 What You Missed On Wall Street This Morning 08/03/22 What You Missed On Wall Street On Wednesday 08/03/22 What You Missed On Wall Street This Morning 08/02/22 Fly Intel: After-Hours Movers 01/12/23 What You Missed On Wall Street This Morning 01/10/23 What You Missed On Wall Street On Tuesday 01/10/23 What You Missed On Wall Street This Morning 01/07/23 Buy/Sell: Wall Street's top 10 stock calls this week 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish 01/11/23 Palantir Technologies call volume above normal and directionally bullish 12/21/22 Palantir Technologies call volume above normal and directionally bullish 11/10/22 Unusually active option classes on open November 10th 11/09/22 Palantir Technologies call volume above normal and directionally bullish 12/12/22 Oracle options imply 7.0% move in share price post-earnings 10/21/22 Unusually active option classes on open October 21st 09/12/22 Oracle options imply 5.8% move in share price post-earnings 09/12/22 Unusually active option classes on open September 12th $210.26 / +15.26 (+7.83%)
01/12/23 Largest borrow rate increases among liquid names 12/23/22 MicroStrategy put volume heavy and directionally bearish 12/08/22 Largest borrow rate increases among liquid names 12/02/22 Largest borrow rate increases among liquid names 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 12/12/22 Early notable gainers among liquid option names on December 12th 11/10/22 Microsoft put buyer realizes 13% same-day gains 12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish $145.58 / +0.305 (+0.21%)
12/15/22 IBM put volume heavy and directionally bearish 10/20/22 Early notable gainers among liquid option names on October 20th 10/19/22 IBM options imply 5.0% move in share price post-earnings 09/13/22 IBM put volume heavy and directionally bearish 12/05/22 Alphabet Class A call volume above normal and directionally bullish 11/04/22 Notable open interest changes for November 4th 11/03/22 Notable open interest changes for November 3rd 10/27/22 Notable open interest changes for October 27th 11/30/22 Elastic NV options imply 9.9% move in share price post-earnings 08/25/22 Elastic NV options imply 7.5% move in share price post-earnings 11/30/22 Salesforce options imply 7.6% move in share price post-earnings 10/18/22 Early notable gainers among liquid option names on October 18th 09/22/22 Early notable gainers among liquid option names on September 22nd 08/24/22 Salesforce options imply 6.8% move in share price post-earnings 11/02/22 Confluent options imply 13.2% move in share price post-earnings 08/15/22 Largest borrow rate increases among liquid names 07/20/22 Largest borrow rate increases among liquid names 12/08/22 Alteryx call volume above normal and directionally bullish 10/25/22 Largest borrow rate increases among liquid names 01/12/23 Notable open interest changes for January 12th 01/12/23 Amazon call buyer realizes 240% same-day gains 01/11/23 Notable open interest changes for January 11th 01/09/23 Notable open interest changes for January 9th
Conference/Events
Davidson Expert Network…
Davidson Expert Network (DEN) holds a Bison Te(a)ch-In, a group technology teach-in entitled, "Exploring the Business Value of Data Mesh" with DEN Expert Michael Ernest with relevant companies to be discussed: AMZN, AYX, BASE, CFLT, CLDR, CRM, DOMO, ESTC, GOOGL, IBM, MDB, MSFT, MSTR, ORCL, PLTR, SNOW, TDC on January 13 at 1 pm. Webcast Link
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09/13/22 Teradata, ActionIQ enter strategic relationship for HybridCompute Integration 07/20/22 GE teams with Microsoft and Teradata for sustainability solution development 11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/11/23 Palantir, Posit enter technology partnership for RStudio integration 01/10/23 Palantir, Cloudflare enter strategic partnership 12/21/22 Palantir announces GBP 75M Enterprise Agreement with the UK Ministry of Defense 12/09/22 Palantir enters strategic partnership with Crisis24 12/15/22 Niagara Health selects Oracle Cerner to build hosptial information system 12/12/22 Oracle reports Q2 total cloud revenue $3.8B, up 43% in USD, up 48% in CC 12/12/22 Oracle says strengthening of the U.S. dollar had 'significant' impact on Q2 $212.81 / +17.81 (+9.13%)
01/10/23 Group One Trading reports 13.49% stake in MicroStrategy 12/28/22 MicroStrategy raised bitcoin holdings by 2,500 bitcoins from Oct. 31 to Dec. 27 11/21/22 Crypto names down in pre-market as bitcoin falls to one-week low 11/10/22 FTX US says trading may be halted 'in a few days' 01/12/23 Cloudflare expands relationship with Microsoft 01/12/23 Verizon launches Microsoft Teams Phone MobileMicrosoft 01/11/23 Xbox to host Developer Direct event January 25 to showcase new 1st-party games 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 08/31/22 MongoDB drops 8% to $297 after reporting Q2 results, FY23 guidance 01/04/23 IBM announces IBM Partner Plus program 12/13/22 IBM, Rapidus announce joint development pact ro advance logic scaling in Japan 12/09/22 IBM Canada to open Client Innovation Centre in Fredericton 01/11/23 Neonode up 34% after USPTO ruling in patent fight with Google 01/11/23 USPTO rules Google has not shown Neonode '879 claims unpatentable 01/11/23 German Federal Cartel Office accuses Google of violating digital competition law 01/11/23 TTEC Holdings expands partnership with Google Cloud 12/01/22 Elastic falls -12.4% 11/30/22 Elastic falls 15% to $52.18 after Q2 results and guidance 08/25/22 Elastic names Ken Exner chief product officer 08/15/22 Tiger Global buys Alphabet Class A, exits Zoom Video in Q2 12/01/22 Domo joins Amazon SageMaker Ready Program 10/11/22 Domo names Monica Pool Knox chief people officer 08/23/22 Domo names Wendy Steinle chief marketing officer 01/12/23 Walmart enters partnership with Salesforce to provide solutions for retailers 01/11/23 Salesforce Security CTO says leaving to join Evolution Equity Partners 01/04/23 Salesforce up 4% to $139.85 after announcing restructuring 01/04/23 Salesforce announces restructuring, 10% workforce reduction 01/06/23 Confluent to acquire Immerok, terms undisclosed 12/13/22 Confluent appoints Shaun Clowes as chief product officer 11/29/22 Couchbase announces multi-year strategic collaboration agreement with AWS 11/28/22 Couchbase selected by Arthrex to improve patient outcomes 12/06/22 Alteryx announces strategic investment in MANTA 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 01/12/23 Rent The Runway launches Amazon Fashion storefront 01/11/23 Voip-Pal.com says CAFC denies Amazon's petition in patent infringement suit 01/10/23 Intel unveils 4th Gen Xeon Scalable processors, Xeon CPU Max Series 01/10/23 Amazon expands Buy with Prime service, introduces Reviews from Amazon 01/11/23 Cowen Amazon.com price target lowered to $140 from $160 at Cowen 01/06/23 MKM Partners MKM Partners sees WWE as 'very attractive asset' if it goes for sale 01/05/23 BofA Amazon layoffs 'not a positive signal,' but 'good for sentiment,' says BofA 01/04/23 UBS Amazon.com price target lowered to $125 from $165 at UBS 01/09/23 Piper Sandler Alteryx price target lowered to $60 from $62 at Piper Sandler 01/02/23 Rosenblatt Rosenblatt reveals 15 best stock ideas for 2023 12/15/22 Wedbush Wedbush starts Alteryx with a Neutral ahead of tougher comps 12/14/22 Wedbush Alteryx initiated with a Neutral at Wedbush 01/10/23 Barclays Couchbase price target lowered to $16 from $18 at Barclays 12/15/22 Wedbush Wedbush starts Couchbase at Neutral amid net new ARR slowdown 12/14/22 Wedbush Couchbase initiated with a Neutral at Wedbush 12/12/22 RBC Capital Coupa Software upgraded to Sector Perform from Underperform at RBC Capital 01/10/23 Barclays Confluent upgraded to Overweight from Equal Weight at Barclays 01/09/23 Truist Confluent price target lowered to $30 from $35 at Truist 01/06/23 Scotiabank Confluent downgraded to Sector Perform at Scotiabank as checks drive caution 01/06/23 Scotiabank Confluent downgraded to Sector Perform from Outperform at Scotiabank 01/11/23 Bernstein Salesforce downgraded to Underperform from Market Perform at Bernstein 01/09/23 Piper Sandler Salesforce price target lowered to $171 from $175 at Piper Sandler 01/05/23 Loop Capital Salesforce price target lowered to $140 from $150 at Loop Capital 01/05/23 Cowen Salesforce price target lowered to $175 from $195 at Cowen 12/09/22 Lake Street Domo price target lowered to $23 from $25 at Lake Street 12/09/22 Morgan Stanley Domo price target lowered to $51 from $56 at Morgan Stanley 12/09/22 Cowen Domo price target lowered to $23 from $27 at Cowen 12/09/22 JMP Securities Domo price target lowered to $30 from $43 at JMP Securities 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 01/09/23 Truist Elastic price target lowered to $75 from $85 at Truist 01/05/23 Piper Sandler Elastic price target lowered to $62 from $70 at Piper Sandler 01/03/23 Oppenheimer Elastic price target lowered to $80 from $90 at Oppenheimer 01/09/23 Morgan Stanley ChatGPT may pose long-term threat to Alphabet, says Morgan Stanley 01/06/23 Tigress Financial Alphabet price target lowered to $160 from $186 at Tigress Financial 01/04/23 DA Davidson DA Davidson starts Microsoft at Buy, believes ChatGPT can unseat Google Search 10/18/22 BofA IBM price target lowered to $145 from $155 at BofA 10/17/22 Northland Salesforce initiated with a Market Perform at Northland 10/17/22 Stifel IBM price target lowered to $140 from $150 at Stifel 10/06/22 Morgan Stanley IBM price target lowered to $152 from $155 at Morgan Stanley 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/09/23 Truist MongoDB price target lowered to $235 from $300 at Truist 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/11/23 Wedbush OpenAI investment would be smart strategic move for Microsoft, says Wedbush 01/11/23 Morgan Stanley Microsoft 'screens better than most' in CIO survey, says Morgan Stanley $212.81 / +17.81 (+9.13%)
12/29/22 Jefferies MicroStrategy price target lowered to $110 from $140 at Jefferies 11/09/22 Jefferies MicroStrategy price target lowered to $140 from $175 at Jefferies 10/31/22 Jefferies MicroStrategy price target lowered to $175 from $180 at Jefferies 08/03/22 Canaccord MicroStrategy price target lowered to $372 from $453 at Canaccord 01/10/23 Mizuho Oracle initiated with a Buy at Mizuho 01/09/23 Piper Sandler Oracle upgraded to Overweight from Neutral at Piper Sandler 01/05/23 Jefferies Oracle upgraded to Buy from Hold at Jefferies 12/14/22 BMO Capital Oracle price target raised to $95 from $90 at BMO Capital 01/05/23 Jefferies Palantir downgraded to Hold from Buy at Jefferies 12/22/22 BofA Palantir selloff overdone despite unsuccessful SPAC strategy, says BofA 12/21/22 Wolfe Research Wolfe sees Palantir short making money, downgrades to Underperform 12/21/22 Wolfe Research Palantir downgraded to Underperform from Peer Perform at Wolfe Research 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/06/23 Wells Fargo Snowflake initated with an Overweight, $170 price target at Wells Fargo 11/11/22 Citi Teradata price target raised to $42 from $40 at Citi 11/08/22 Craig-Hallum Teradata price target lowered to $40 from $57 at Craig-Hallum 11/01/22 Citi Teradata price target lowered to $40 from $45 at Citi 11/07/22 Teradata narrows FY22 EPS view to $1.58-$1.62, consensus $1.60 11/07/22 Teradata sees Q4 EPS 28c-32c, consensus 32c 11/07/22 Teradata reports Q3 EPS 31c, consensus 29c 08/04/22 Teradata sees Q3 EPS 27c-31c, consensus 30c 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 11/07/22 Palantir sees FY22 adjusted revenue $1.906B-$1.908B, consensus $1.89B 11/07/22 Palantir sees Q4 adjusted revenue $508M-$510M, consensus $502.68M 11/07/22 Palantir reports Q3 adjusted EPS 1c, consensus 2c 10/19/22 Hertz and Palantir announce partnership 12/12/22 Oracle sees Q3 EPS $1.23-$1.27, consensus $1.24 12/12/22 Oracle reports Q2 adjusted EPS $1.21, consensus $1.18 12/12/22 Notable companies reporting after market close 10/20/22 Oracle targets $65B annual revenue by 2026 $212.81 / +17.81 (+9.13%)
11/01/22 MicroStrategy reports Q3 EPS ($2.39), consensus 27c 08/02/22 MicroStrategy reports Q2 adjusted EPS ($92.81) vs ($29.66) 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 07/26/22 Microsoft sees FY23 revenue growth in double digits, consensus $225.98B 12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close 10/19/22 IBM reports Q3 Software revenue $5.8B, up 14.2% in constant currency 10/19/22 IBM sees FY22 constant currency revenue growth above mid-single digit model 10/19/22 IBM reports Q3 adjusted EPS $1.81, consensus $1.77 10/19/22 Notable companies reporting after market close 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 07/26/22 Alphabet reports Q2 EPS $1.21, consensus $1.30 07/26/22 Notable companies reporting after market close 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 11/30/22 Elastic sees Q3 adjusted EPS 4c-7c, consensus (4c) 11/30/22 Elastic reports Q2 adjusted EPS 0c, consensus (10c) 12/08/22 Domo raises FY23 EPS view to (72c)-(68c) from (96c)-(88c), consensus (94c) 12/08/22 Domo sees Q4 adjusted EPS (11c)-(7c), consensus (19c) 12/08/22 Domo reports Q3 adjusted EPS (13c), consensus (26c) 08/25/22 Domo raises FY23 EPS view to (96c)-(88c) from ($1.34)-($1.26) 11/30/22 Salesforce raises FY23 EPS view to $4.92-$4.94, consensus $4.73 11/30/22 Salesforce sees Q4 EPS $1.35-$1.37, consensus $1.34 11/30/22 Salesforce reports Q3 EPS $1.40, consensus $1.21 11/30/22 Notable companies reporting after market close 11/02/22 Confluent raises FY22 EPS view to (65c)-(63c) from (73c)-(69c), consensus (70c) 11/02/22 Confluent sees Q4 adjusted EPS (16c)-(14c), consensus (17c) 11/02/22 Confluent reports Q3 adjusted EPS (13c), consensus (17c) 08/03/22 Confluent raises FY22 EPS view to (73c)-(69c) from (79c)-(73c), consensus (75c) 12/06/22 Couchbase sees FY23 revenue $151.4M-$151.6M, consensus $150.13M 12/06/22 Couchbase sees Q4 revenue $38.2M-$38.4M, consensus $38.91M 12/06/22 Couchbase reports Q3 EPS (37c), consensus (33c) 09/07/22 Couchbase sees FY22 revenue $149.5M-150.5M, consensus $147.79M 11/01/22 Alteryx sees FY22 non-GAAP EPS (37c)-(32c), consensus (52c) 11/01/22 Alteryx sees Q4 non-GAAP EPS 48c-53c, consensus 42c 11/01/22 Alteryx reports Q3 non-GAAP EPS (5c), consensus (11c) 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 10/27/22 Amazon reports Q3 EPS 28c with Rivian gain, consensus 21c 10/27/22 Notable companies reporting after market close 07/28/22 Amazon reports Q2 AWS net sales $19.73B vs. $14.81B a year ago 11/11/22 Strategic and PE suitors 'could be eyeing' Teradata, TheDeal says 08/05/22 Palantir tells Bloomberg headcount to rise about 25% by end of year 10/24/22 SAP delays Russia exit as deal discussions fail, Reuters reports 10/15/22 Oracle stock looks cheap again, Barron's says 10/14/22 FTC senior officials invested in stocks of regulated companies, WSJ reports 09/15/22 TikTok COO says agreement with US to address user data concerns, WSJ reports $212.81 / +17.81 (+9.13%)
01/05/23 Crypto-trading firm Genesis lays off 30% more staff, CoinDesk reports 11/09/22 Binance walks away from FTX deal due to issues 'beyond our control,' WSJ reports 11/09/22 Binance walking away from FTX deal, WSJ reports 11/09/22 SEC expands probe into FTX, WSJ reports 01/11/23 Microsoft gives U.S. workers unlimited time off, Verge reports 01/10/23 Microsoft in talks to invest $10B in OpenAI, Semafor reports 01/09/23 IBM to focus on open innovation, not patent leadership, Gil says in Fortune 11/11/22 IBM partners with new semiconductor company, FT reports 11/09/22 IBM engaged in talks with White House over quantum controls, Bloomberg says 09/17/22 IBM, CVS among cheap stocks not deserving to be in bargain bin, Barron's says 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google Cloud replaces top U.S. sales executive, The Information says 01/11/23 Alphabet's Intrinsic lays off 20% of staff, Information reports 01/09/23 Salesforce's Benioff suggests more potential layoffs, CNBC reports 01/05/23 Slack to cut 10% of product, engineering organization, Insider reports 12/22/22 Tech companies looking to abandon leased space in London, Europe, FT reports 12/12/22 Microsoft made concession offer to EU over antitrust concerns, Reuters says 01/12/23 Amazon's appeal to New York union victory rejected, WSJ reports 01/11/23 Amazon Game Studios loses another key executive amid cutbacks, Bloomberg says 01/10/23 FedEx reduces Sunday deliveries 'again' amid e-commerce decline, Bloomberg says 01/10/23 Best Buy announces new free shipping feature, CNET reports 11/30/22 Here's what Wall Street experts are saying about Salesforce ahead of earnings 12/23/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 01/09/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/09/23 Fly Intel: Pre-market Movers 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations $212.81 / +17.81 (+9.13%)
01/07/23 Short Report: Bad News Bears continue to claw Silvergate, Futu Holdings 12/30/22 Here's What You Missed in Crypto This Week 12/03/22 Short Report: Bears growl at crypto stocks amid FTX fallout 11/11/22 Here's What You Missed in Crypto This Week 01/10/23 What You Missed This Week in Video Games 12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers 10/20/22 What You Missed On Wall Street On Thursday 10/20/22 What You Missed On Wall Street This Morning 10/20/22 Fly Intel: Pre-market Movers 10/19/22 Fly Intel: After-Hours Movers 01/11/23 #SocialStocks: Meta implements new restrictions for advertising to teens 01/09/23 Fly Insider: Travelzoo, Box among week's notable insider trades 01/04/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 08/26/22 What You Missed On Wall Street On Friday 08/26/22 What You Missed On Wall Street This Morning 08/25/22 Fly Intel: After-Hours Movers 01/11/23 What You Missed On Wall Street On Wednesday 01/11/23 What You Missed On Wall Street This Morning 01/11/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/11/23 Fly Intel: Pre-market Movers 12/16/22 Sell these stocks now, proven algorithm says 12/02/22 Sell these stocks now, proven algorithm says 11/11/22 Sell these stocks now, proven algorithm says 11/02/22 Fly Intel: After-Hours Movers 12/06/22 What You Missed On Wall Street On Tuesday 12/06/22 What You Missed On Wall Street This Morning 08/03/22 What You Missed On Wall Street On Wednesday 08/03/22 What You Missed On Wall Street This Morning 08/02/22 Fly Intel: After-Hours Movers 01/12/23 What You Missed On Wall Street This Morning 01/10/23 What You Missed On Wall Street On Tuesday 01/10/23 What You Missed On Wall Street This Morning 01/07/23 Buy/Sell: Wall Street's top 10 stock calls this week 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish 01/11/23 Palantir Technologies call volume above normal and directionally bullish 12/21/22 Palantir Technologies call volume above normal and directionally bullish 11/10/22 Unusually active option classes on open November 10th 11/09/22 Palantir Technologies call volume above normal and directionally bullish 12/12/22 Oracle options imply 7.0% move in share price post-earnings 10/21/22 Unusually active option classes on open October 21st 09/12/22 Oracle options imply 5.8% move in share price post-earnings 09/12/22 Unusually active option classes on open September 12th $212.81 / +17.81 (+9.13%)
01/12/23 Largest borrow rate increases among liquid names 12/23/22 MicroStrategy put volume heavy and directionally bearish 12/08/22 Largest borrow rate increases among liquid names 12/02/22 Largest borrow rate increases among liquid names 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 12/12/22 Early notable gainers among liquid option names on December 12th 11/10/22 Microsoft put buyer realizes 13% same-day gains 12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish 12/15/22 IBM put volume heavy and directionally bearish 10/20/22 Early notable gainers among liquid option names on October 20th 10/19/22 IBM options imply 5.0% move in share price post-earnings 09/13/22 IBM put volume heavy and directionally bearish 12/05/22 Alphabet Class A call volume above normal and directionally bullish 11/04/22 Notable open interest changes for November 4th 11/03/22 Notable open interest changes for November 3rd 10/27/22 Notable open interest changes for October 27th 11/30/22 Elastic NV options imply 9.9% move in share price post-earnings 08/25/22 Elastic NV options imply 7.5% move in share price post-earnings 11/30/22 Salesforce options imply 7.6% move in share price post-earnings 10/18/22 Early notable gainers among liquid option names on October 18th 09/22/22 Early notable gainers among liquid option names on September 22nd 08/24/22 Salesforce options imply 6.8% move in share price post-earnings 11/02/22 Confluent options imply 13.2% move in share price post-earnings 08/15/22 Largest borrow rate increases among liquid names 07/20/22 Largest borrow rate increases among liquid names 12/08/22 Alteryx call volume above normal and directionally bullish 10/25/22 Largest borrow rate increases among liquid names 01/12/23 Notable open interest changes for January 12th 01/12/23 Amazon call buyer realizes 240% same-day gains 01/11/23 Notable open interest changes for January 11th 01/09/23 Notable open interest changes for January 9th
Recommendations
Citi analyst Tyler Radke…
Citi analyst Tyler Radke opened a "positive catalyst watch" on Neutral-rated Guidewire (GWRE). Cloud optimization and spending rationalization is likely to persist, but there are some offsets from traditional industry customers like the public sector, financial services, and healthcare which may experience more latent digitization tailwinds from clearing of regulatory/security hurdles around cloud adoption, Radke tells investors in a research note. This could potentially benefit Guidewire, says the analyst. He believes companies that show "good sales efficiency with large market opportunities that don't require evangelical sales motions are among the best positioned" in the application software sector for 2023. His top picks are MongoDB (MDB), Snowflake (SNOW) and Microsoft (MSFT).
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11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/11/23 Xbox to host Developer Direct event January 25 to showcase new 1st-party games 01/10/23 Intel unveils 4th Gen Xeon Scalable processors, Xeon CPU Max Series 01/09/23 Mondelez to release special edition Oreos with Xbox images 01/09/23 Microsoft acquires datacenter infrastructure company Fungible 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 08/31/22 MongoDB drops 8% to $297 after reporting Q2 results, FY23 guidance 10/24/22 Guidewire announces strategic payments partnership with One Inc 10/21/22 Guidewire appoints David Laker as chief sales officer 09/28/22 Guidewire announces $200M accelerated share buyback program 09/22/22 Guidewire announces $400M share repurchase program 12/07/22 BTIG Guidewire price target lowered to $90 from $105 at BTIG 12/07/22 Citi Guidewire price target lowered to $67 from $79 at Citi 12/07/22 Wells Fargo Guidewire price target lowered to $55 from $60 at Wells Fargo 12/01/22 DA Davidson Guidewire price target lowered to $90 from $96 at DA Davidson 01/09/23 Truist MongoDB price target lowered to $235 from $300 at Truist 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham 12/15/22 Tigress Financial MongoDB price target lowered to $365 from $575 at Tigress Financial 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/06/23 Wells Fargo Snowflake initated with an Overweight, $170 price target at Wells Fargo 01/06/23 Wells Fargo Snowflake initiated with an Overweight at Wells Fargo 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/11/23 Wedbush OpenAI investment would be smart strategic move for Microsoft, says Wedbush 01/11/23 Morgan Stanley Microsoft 'screens better than most' in CIO survey, says Morgan Stanley 01/10/23 Wedbush December quarter checks for Microsoft's Azure 'stable,' says Wedbush 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 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 10/25/22 Notable companies reporting after market close 07/26/22 Microsoft sees FY23 revenue growth in double digits, consensus $225.98B 12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close 12/06/22 Guidewire raises FY23 revenue view to $886M-$896M from $885M-$895M 12/06/22 Guidewire sees Q2 revenue $221M-$226M, consensus $221.37M 12/06/22 Guidewire reports Q1 adjusted EPS (12c), consensus (39c) 09/06/22 Guidewire sees FY23 revenue $885M-$895M, consensus $882.23M 01/11/23 Microsoft gives U.S. workers unlimited time off, Verge reports 01/10/23 Microsoft in talks to invest $10B in OpenAI, Semafor reports 01/08/23 Microsoft looks to add OpenAI's AI to word, email, The Information says 01/05/23 OpenAI in talks for tender offer that would value company at $29B, WSJ says 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 11/30/22 Here's what Wall Street experts are saying about Salesforce ahead of earnings 01/10/23 What You Missed On Wall Street On Tuesday 01/10/23 What You Missed This Week in Video Games 01/10/23 What You Missed On Wall Street This Morning 01/07/23 Buy/Sell: Wall Street's top 10 stock calls this week 12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers 12/06/22 Fly Intel: After-Hours Movers 12/01/22 Fly Intel: Pre-market Movers 09/22/22 Fly Intel: After-Hours Movers 09/07/22 What You Missed On Wall Street On Wednesday 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish 12/12/22 Early notable gainers among liquid option names on December 12th 11/10/22 Microsoft put buyer realizes 13% same-day gains 12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish
Recommendations
Truist analyst Miller…
Truist analyst Miller Jump lowered the firm's price target on MongoDB to $235 from $300 and keeps a Buy rating on the shares as part of a broader research note on Infrastructure & Security Software. With macro uncertainty running high, a more conservative posture is warranted as investors need to be selective in the group, the analyst tells investors in a research note. Jump further states that the valuation of software stocks remains highly sensitive to interest rate shifts and Fed policy, though he still believes that 2023 will be more of a stock pickers market than in recent years.
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12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 08/31/22 MongoDB drops 8% to $297 after reporting Q2 results, FY23 guidance 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham 12/15/22 Tigress Financial MongoDB price target lowered to $365 from $575 at Tigress Financial 12/15/22 Wedbush Wedbush starts MongoDB with Outperform, likes expanding use cases 12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close 12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers 12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish
Recommendations
Piper Sandler analyst…
Piper Sandler analyst Brent Bracelin raised the firm's price target on Adobe to $415 from $380 and keeps an Overweight rating on the shares. 2023 marks the beginning of a mid-cycle moderation period for the estimated $385B cloud industry, where growth could fall below 20% after a decade of hypergrowth, Bracelin tells investors in a research note. The analyst is "proactively lowering estimates" on 18 stocks on recessionary headwinds but also believes valuations factor in a high-degree of disruption. He calls Adobe his top large-cap idea, MongoDB his top mid cap idea, and Procore (PCOR) his top small cap idea.
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11/16/22 Inpensa announces integration in partnership with Procore 11/14/22 Procore names Olga Kibler chief people officer 11/09/22 Procore announces launch in Germany 09/26/22 Procore opens first MENA office in Dubai 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 08/31/22 MongoDB drops 8% to $297 after reporting Q2 results, FY23 guidance $332.89 / +4.365 (+1.33%)
12/20/22 Adobe general counsel Rao sells 5,018 common shares 12/15/22 Adobe says regulatory process for Figma acquisition is proceeding as expected 12/06/22 Adobe Stock to sell AI-generated images 11/27/22 Fly Intel: Top five weekend stock stories $332.89 / +4.365 (+1.33%)
12/16/22 Stifel Adobe price target raised to $400 from $375 at Stifel 12/16/22 Evercore ISI Adobe price target raised to $425 from $350 at Evercore ISI 12/16/22 Morgan Stanley Adobe price target raised to $382 from $337 at Morgan Stanley 12/16/22 BMO Capital Adobe price target raised to $390 from $332 at BMO Capital 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham 12/15/22 Tigress Financial MongoDB price target lowered to $365 from $575 at Tigress Financial 12/15/22 Wedbush Wedbush starts MongoDB with Outperform, likes expanding use cases 12/14/22 Wedbush MongoDB initiated with an Outperform at Wedbush 12/22/22 Loop Capital Loop Capital starts Procore at Buy amid 'technology awakening' in construction 12/22/22 Loop Capital Procore initiated with a Buy at Loop Capital 10/31/22 Scotiabank Procore initiated with a Sector Perform at Scotiabank 10/31/22 Jefferies Procore price target lowered to $70 from $75 at Jefferies 11/02/22 Procore reports Q3 EPS (9c), consensus (17c) 11/02/22 Procore sees FY22 revenue $707M-$709M, consensus $692.9M 11/02/22 Procore sees Q4 revenue $189M-$191M, consensus $185.8M 08/03/22 Procore raises FY22 revenue view to $690M-$694M from $676M-$680M 12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close $332.89 / +4.365 (+1.33%)
12/15/22 Adobe backs FY23 adjusted EPS view $15.15-$15.45, consensus $15.25 12/15/22 Adobe sees Q1 adjusted EPS $3.65-$3.70, consensus $3.64 12/15/22 Adobe reports Q4 adjusted EPS $3.60, consensus $3.50 12/15/22 Notable companies reporting after market close $332.89 / +4.365 (+1.33%)
12/07/22 Adobe eliminates 100 jobs in sales, Bloomberg reports 11/27/22 Adobe says Black Friday online sales climb 2.3%, Bloomberg reports 11/03/22 DOJ prepares investigation of Adobe's acquisition of Figma, Politico reports 10/08/22 Adobe's Figma deal 'a key test' for regulators, Barron's says 08/03/22 Fly Intel: After-Hours Movers 12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers $332.89 / +4.365 (+1.33%)
12/16/22 What You Missed On Wall Street On Friday 12/16/22 What You Missed On Wall Street This Morning 12/16/22 Fly Intel: Pre-market Movers 12/15/22 Fly Intel: After-Hours Movers 12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish $332.89 / +4.365 (+1.33%)
12/16/22 Early notable gainers among liquid option names on December 16th 12/15/22 Adobe options imply 5.6% move in share price post-earnings 09/15/22 Adobe options imply 3.4% move in share price post-earnings 09/09/22 Unusually active option classes on open September 9th
