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NOW ServiceNow $184.51 -0.53 (-0.29%) 07:43 08/15/18 08/15 07:43 08/15/18 07:43 Recommendations	ServiceNow analyst commentary at Argus » ServiceNow price target… ServiceNow price target raised to $215 from $201 at Argus. Argus analyst Joseph Bonner raised his price target on ServiceNow to $215 and kept his Buy rating after its "another strong" Q2 that showed a doubling in EPS and a 41% increase in revenue. The analyst cites the company's position of value creation in IT services amid the "secular trend away from the enterprise data center and toward the more easily scalable and cost-effective cloud software-as-a service model", anticipating further revenue and profit growth in the coming few years to support its valuation. Bonner also points to ServiceNow's strong customer retention renewal rate in the upper 90's over the last few years, remaining at 98% in Q2, and a 30% Q2 growth in its total billings. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	22 Aug 28 Aug 12 Sep

Tuesday
CP Canadian Pacific $203.00 0.85 (0.42%) , NVDA Nvidia $261.47 5.39 (2.10%) … 17:22 08/14/18 08/14 17:22 08/14/18 17:22 Hot Stocks	Lone Pine adds Canadian Pacific and NVIDIA, exits Broadcom and T-Mobile » Stephen Mandel's… Stephen Mandel's Lone Pine Capital disclosed in an SEC filing its holdings as of June 30, 2018. Lone Pine's three new buys during the quarter included, by size of position, Canadian Pacific (CP), NVIDIA (NVDA), and Mohawk Industries (MHK). The fund exited five positions during the quarter, including by size of previous position Broadcom (AVGO), Taiwan Semiconductor (TSM), BlackRock (BLK), T-Mobile US (TMUS), and Exact Sciences (EXAS). Lone Pine increased its stake in 12 holdings, including by size of previous position Wynn Resorts (WYNN), TrandsDigm (TDG), Microsoft (MSFT), Alibaba (BABA), and ServiceNow (NOW). The fund decreased its stake in 11 holdings, including by size of previous position Facebook (FB), PayPal (PYPL), Constellation Brands (STZ), Adobe Systems (ADBE), and Amazon (AMZN). Lone Pine's told holdings as of June 30, in order of size, were Microsoft, Alibaba, Activision Blizzard (ATVI), Adobe, and Booking Holdings (BKNG). CP Canadian Pacific $203.00 0.85 (0.42%) NVDA Nvidia $261.47 5.39 (2.10%) MHK Mohawk $181.74 -0.18 (-0.10%) AVGO Broadcom $207.29 -3.62 (-1.72%) TSM TSMC $40.91 0.2 (0.49%) BLK BlackRock $477.10 1.55 (0.33%) TMUS T-Mobile $65.96 0.26 (0.40%) EXAS Exact Sciences $49.81 0.49 (0.99%) WYNN Wynn Resorts $143.88 -4.12 (-2.78%) TDG TransDigm $356.62 0.56 (0.16%) MSFT Microsoft $109.57 1.33 (1.23%) BABA Alibaba $172.53 -5.12 (-2.88%) NOW ServiceNow $184.51 -0.53 (-0.29%) FB Facebook $181.11 1.03 (0.57%) PYPL PayPal $87.73 0.7 (0.80%) STZ Constellation Brands, also tag STZ.B $221.77 8.005 (3.74%) ADBE Adobe $256.11 2.53 (1.00%) AMZN Amazon.com $1,919.72 24.21 (1.28%) ATVI Activision Blizzard $71.29 0.77 (1.09%) BKNG Booking Holdings $1,833.00 -20.2 (-1.09%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	14 Aug 15 Aug 16 Aug 16 Aug 16 Aug 16 Aug 17 Aug 22 Aug 22 Aug 23 Aug 28 Aug 04 Sep 06 Sep 10 Sep 12 Sep 12 Sep 12 Sep 13 Sep 13 Sep 28 Oct
SPOT Spotify $193.79 2.34 (1.22%) , P Pandora $8.03 0.16 (2.03%) … 17:19 08/14/18 08/14 17:19 08/14/18 17:19 Hot Stocks	Soros takes new stakes in Spotify and Pandora, adds to NXP Semi » George Soros' Soros… George Soros' Soros Fund Management disclosed in an SEC filing its holdings as of June 30, 2018. Soros' new buys during the second quarter included, by size of position, Spotify (SPOT), Pandora (P), Coupa Software (COUP), Facebook (FB), and Devon Energy (DVN). Soros exited positions during the quarter, including by size of previous position, Kennedy-Wilson (KW), Lam Research (LRCX), Alerian MLP (AMLP), Zayo Group (ZAYO) and Baxter International (BAX). Soros increased his stake in NXP Semi (NXPI), XL Group (XL), Intelsat (I), LPL Financial (LPLA) and ServiceNow (NOW). Soros reduced its stake in FGL Holdings (FG), Netflix (NFLX), EQT Corp (EQT), and Williams (WMB). SPOT Spotify $193.79 2.34 (1.22%) P Pandora $8.03 0.16 (2.03%) COUP Coupa Software $67.68 2.14 (3.27%) FB Facebook $181.11 1.03 (0.57%) DVN Devon Energy $42.41 0.35 (0.83%) KW Kennedy Wilson $21.40 -0.05 (-0.23%) LRCX Lam Research $176.69 -1.44 (-0.81%) ZAYO Zayo Group $37.64 0.15 (0.40%) BAX Baxter $70.70 -0.01 (-0.01%) NXPI NXP Semiconductors $91.21 -1.92 (-2.06%) XL XL Group $56.37 0.01 (0.02%) I Intelsat $22.99 0.195 (0.86%) LPLA LPL Financial $65.92 0.96 (1.48%) NOW ServiceNow $184.51 -0.53 (-0.29%) FG FGL Holdings $9.33 0.065 (0.70%) NFLX Netflix $337.49 -3.79 (-1.11%) EQT EQT Corporation $50.34 0.98 (1.99%) WMB Williams $30.32 -0.36 (-1.17%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	14 Aug 14 Aug 14 Aug 22 Aug 22 Aug 22 Aug 28 Aug 04 Sep 06 Sep 07 Sep 11 Sep 12 Sep 12 Sep 01 Nov
SPOT Spotify $193.85 2.4 (1.25%) , UXIN Uxin $5.54 -0.61 (-9.92%) … 14:57 08/14/18 08/14 14:57 08/14/18 14:57 Hot Stocks	Tiger Global adds Spotify and Adobe, exits United Continental » Chase Coleman's… Chase Coleman's Tiger Global disclosed in an SEC filing its holdings as of June 30, 2018. Tiger made 11 new buys during the quarter, including, by size of position, Spotify (SPOT), Uxin (UXIN), Coupa Software (COUP), Adobe Systems (ADBE), and GDS Holdings (GDS). The hedge fund manager exited four positions during the quarter, including by size of previous position eHi Car Services (EHIC), Ares Capital (ARCC), and United Continental (UAL). Tiger increased its stake in 13 holdings, including by size Twitter (TWTR), Facebook (FB), ServiceNow (NOW), MercadoLibre (MLI), and Sunrun (RUN). The fund reduced its stake in four holdings, including by size Redfin (RDFN), JD.com (JD), TransDigm (TDG), and Microsoft (MSFT). Tiger Global's top holdings as of June 30, in order of size, were Spotify, Amazon (AMZN), JD.com, Booking Holdings (BKNG), and Microsoft. SPOT Spotify $193.85 2.4 (1.25%) UXIN Uxin $5.54 -0.61 (-9.92%) COUP Coupa Software $67.20 1.66 (2.53%) ADBE Adobe $255.81 2.23 (0.88%) GDS GDS Holdings $30.05 -2.58 (-7.91%) EHIC eHi Car Services $12.90 0.05 (0.39%) ARCC Ares Capital $17.37 0.015 (0.09%) UAL United Continental $81.84 0.58 (0.71%) TWTR Twitter $33.04 0.24 (0.73%) FB Facebook $180.91 0.83 (0.46%) NOW ServiceNow $184.66 -0.38 (-0.21%) MLI Mueller Industries $31.95 0.18 (0.57%) RUN Sunrun $12.99 -0.22 (-1.67%) RDFN Redfin $18.04 -0.5 (-2.70%) JD JD.com $33.55 -1.51 (-4.31%) TDG TransDigm $355.86 -0.2 (-0.06%) MSFT Microsoft $109.51 1.27 (1.17%) AMZN Amazon.com $1,915.47 19.96 (1.05%) 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	14 Aug 16 Aug 16 Aug 22 Aug 22 Aug 22 Aug 28 Aug 04 Sep 04 Sep 06 Sep 07 Sep 12 Sep 12 Sep 13 Sep

Over a week ago
NOW ServiceNow $183.87 -1.015 (-0.55%) 09:26 07/26/18 07/26 09:26 07/26/18 09:26 Recommendations	ServiceNow analyst commentary at JMP Securities » ServiceNow price target… ServiceNow price target raised to $220 from $180 at JMP Securities. JMP Securities analyst Greg McDowell said ServiceNow had a "strong" Q2, highlighting its record 28 deals over $1M in net new annual contract value. Noting that the company's revenue, EPS and subscription billings all topped his estimates, McDowell raised his price target on ServiceNow to $220 and keeps an Outperform rating on the stock. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial

NOW ServiceNow 08:58 07/26/18 07/26 08:58 07/26/18 08:58 Recommendations	ServiceNow analyst commentary at KeyBanc » ServiceNow price target… ServiceNow price target raised to $210 from $194 at KeyBanc. KeyBanc analyst Rob Owens raised his price target for ServiceNow to $210 from $194, while reiterating an Overweight rating on the shares. With another beat and raise quarter on a constant-currency basis, the company's strong large-deal activity, customer additions, and retention rates suggest the story still has room to run, the analyst contends. He reiterates an Overweight rating on the shares. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial
NOW ServiceNow $183.87 -1.015 (-0.55%) 07:36 07/26/18 07/26 07:36 07/26/18 07:36 Recommendations	ServiceNow analyst commentary at Canaccord » ServiceNow price target… ServiceNow price target raised to $210 from $190 at Canaccord. Canaccord analyst Richard Davis raised his price target on ServiceNow to $210 from $190 following Q2 results. The analyst said there was upside across the board with pretty much every metric on track. He noted the company reiterated its full-year guidance and he expects there is potential upside as the year plays out. Davis reiterated his Buy rating on ServiceNow shares. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial
NOW ServiceNow $183.87 -1.015 (-0.55%) 05:22 07/26/18 07/26 05:22 07/26/18 05:22 Recommendations	ServiceNow analyst commentary at JPMorgan » ServiceNow price target… ServiceNow price target raised to $200 from $163 at JPMorgan. JPMorgan analyst Sterling Auty raised his price target for ServiceNow to $200 citing the company's "solid" Q2 beat in subscription revenue and billings. The company's outlook is being weighed down by currency, but normalizing for FX, guidance is going up "showing the health of the underlying demand," Auty tells investors in a research note. He keeps a Neutral rating on shares of ServiceNow. The analyst says the company's valuation remains in the upper tiers of software and that he'd like to see a better entry point. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial
NOW ServiceNow $184.25 -0.63 (-0.34%) 16:12 07/25/18 07/25 16:12 07/25/18 16:12 Earnings	Breaking Earnings news story on ServiceNow » ServiceNow sees Q3… ServiceNow sees Q3 subscription revenue $610M-$615M, up 36-37% from last year 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	25 Jul
NOW ServiceNow $184.27 -0.61 (-0.33%) 16:12 07/25/18 07/25 16:12 07/25/18 16:12 Earnings	ServiceNow reports Q2 adjusted EPS 49c, consensus 43c » Reports Q2 revenue… Reports Q2 revenue $631.1M, consensus $618.44M. Subscription revenues of $585.3M, representing 45% year-over-year growth. 03/08/13 Wedge Partners 03/08/13 Credit Suisse 03/06/13 Citigroup 03/06/13 Barclays See Street Research during your Free Trial	25 Jul

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