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Recommendations	NXP Semiconductors price target raised to $130 from $115 at Raymond James » 08:53 07/13/20 07/13 08:53 07/13/20 08:53 NXPI NXP Semiconductors $117.14 / -0.75 (-0.64%) Raymond James analyst… Raymond James analyst Christopher Caso raised the firm's price target on NXP Semiconductors to $130 from $115 and keeps an Outperform rating on the shares ahead of June quarter results. The analyst feels NXP's consensus estimates are nearer to actual guidance than most, due to the companies comments that auto would likely be up quarter-over-quarter in Q3. The analyst also says auto sell through has proven to be more resilient than expected, and the global pause in production has resulted in low finished goods inventory levels. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options NXPI NXP Semiconductors $117.14 / -0.75 (-0.64%) 06/18/20 NXP, MasterCard, Xiaomi expand reach for mobile payments into Europe 06/12/20 NXP Semiconductors, TSMC announce collaboration agreement 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones NXPI NXP Semiconductors $117.14 / -0.75 (-0.64%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital NXPI NXP Semiconductors $117.14 / -0.75 (-0.64%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B NXPI NXP Semiconductors $117.14 / -0.75 (-0.64%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports NXPI NXP Semiconductors $117.14 / -0.75 (-0.64%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday 07/28/20 NXP Semiconductors - NXPI NXPI NXP Semiconductors $117.14 / -0.75 (-0.64%) 06/16/20 Largest borrow rate increases among liquid names 06/10/20 NXP Semiconductors call volume above normal and directionally bullish 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings

Over a week ago
Hot Stocks	NXP, MasterCard, Xiaomi expand reach for mobile payments into Europe » 09:06 06/18/20 06/18 09:06 06/18/20 09:06 NXPI NXP Semiconductors $116.70 / +3.44 (+3.04%) , MA MasterCard $303.86 / -0.795 (-0.26%) , XIACF Xiaomi $0.00 / + (+0.00%) NXP Semiconductors… NXP Semiconductors (NXPI), Mastercard (MA), and Xiaomi (XIACF) announced they are bringing more convenient and secure contactless experiences to Russia as the first phase of a European-wide roll-out with NXP's mobile wallet solution. Powering mobile payments for Xiaomi's Mi Smart Band 4 NFC wearable devices, NXP's mWallet 2GO supports an accelerated roll-out across Europe by addressing OEMs' needs for easy, yet secure and scalable, wallet implementations. It also addresses user demands to quickly enable payment devices by digitizing their bank cards and experience smooth NFC transactions at the Point-of-Sale. The collaboration builds on the companies' successful history in driving tap-to-ride mobile transit experiences in Beijing, Guangxi, Shenzhen and other several major Chinese cities with some of the world's busiest metro stations and public bus lines. The Xiaomi Mi Band 4 offers the industry's best price-to-performance ratio for fully-active, NFC- and SE-based and EMVCo-certified payment devices. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options XIACF NXPI MA XIACF Xiaomi $0.00 / + (+0.00%) 06/02/20 Global smartphone sales declined 20% in Q1 due to COVID-19, Gartner says NXPI NXP Semiconductors $116.70 / +3.44 (+3.04%) 06/12/20 NXP Semiconductors, TSMC announce collaboration agreement 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance MA MasterCard $303.86 / -0.795 (-0.26%) 06/09/20 MasterCard switched volume improves since the week ended May 7, amid openings 05/27/20 Samsung, MasterCard, SoFi team on Samsung Money by SoFi 05/18/20 Mastercard rolls out consumer protection program for fuel merchants 05/15/20 Lone Pine buys Visa, exits Salesforce in Q1 NXPI MA XIACF NXPI NXP Semiconductors $116.70 / +3.44 (+3.04%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital MA MasterCard $303.86 / -0.795 (-0.26%) 06/17/20 Citi MasterCard price target raised to $344 from $317 at Citi 06/01/20 Wedbush MasterCard price target raised to $330 from $300 at Wedbush 05/06/20 Stephens Visa franchises will exit recession stronger, says Stephens 05/06/20 Stephens MasterCard price target raised to $304 from $286 at Stephens XIACF Xiaomi $0.00 / + (+0.00%) 05/18/20 JPMorgan Xiaomi upgraded to Neutral from Underweight at JPMorgan 05/18/20 Credit Suisse Xiaomi upgraded to Outperform from Neutral at Credit Suisse 03/09/20 JPMorgan Xiaomi downgraded to Underweight from Neutral at JPMorgan 12/02/19 Morgan Stanley Xiaomi downgraded to Underweight from Equal Weight at Morgan Stanley NXPI MA NXPI NXP Semiconductors $116.70 / +3.44 (+3.04%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B MA MasterCard $303.86 / -0.795 (-0.26%) 04/29/20 MasterCard reports Q1 adjusted EPS $1.83, consensus $1.73 04/28/20 Notable companies reporting before tomorrow's open 04/23/20 Fly Intel: What to watch in credit card space earnings reports XIACF NXPI MA XIACF Xiaomi $0.00 / + (+0.00%) 06/02/20 India looks to 'woo' smartphone manufacturers from China, Bloomberg says NXPI NXP Semiconductors $116.70 / +3.44 (+3.04%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports MA MasterCard $303.86 / -0.795 (-0.26%) 05/20/20 Mastercard won't ask staff to return to offices without vaccine, Reuters says 04/09/20 Visa, MasterCard have swipe fee increases in the works, WSJ reports 02/04/20 Visa planning most significant changes to swipe fees in 10 years, Bloomberg says 02/03/20 MasterCard CEO speaks out against Facebook's Libra, FT reports NXPI MA NXPI NXP Semiconductors $116.70 / +3.44 (+3.04%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday MA MasterCard $303.86 / -0.795 (-0.26%) 06/12/20 The Intersection: Crypto and Wall Street This Week 05/13/20 Fly Intel: After-Hours Movers 04/29/20 Fly Intel: Wall Street's top stories for Wednesday 04/29/20 Fly Intel: Wall Street's top stories at midday NXPI MA NXPI NXP Semiconductors $116.70 / +3.44 (+3.04%) 06/16/20 Largest borrow rate increases among liquid names 06/10/20 NXP Semiconductors call volume above normal and directionally bullish 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings MA MasterCard $303.86 / -0.795 (-0.26%) 05/07/20 Unusually active option classes on open May 7th 05/06/20 Unusual call flow in option market yesterday 05/05/20 MasterCard call buyer pays cash for short-dated upside 04/30/20 Mastercard call volume above normal and directionally bullish
Options	Largest borrow rate increases among liquid names » 08:45 06/16/20 06/16 08:45 06/16/20 08:45 EMAN eMagin $1.04 / +0.1349 (+14.90%) , PYX Pyxus $2.93 / + (+0.00%) , NXPI NXP Semiconductors $109.50 / +3.35 (+3.16%) , PEI Pennsylvania REIT $1.48 / -0.025 (-1.66%) , DNR Denbury Resources $0.44 / -0.0169 (-3.67%) , APT Alpha Pro Tech $12.75 / +0.28 (+2.25%) , SRNE Sorrento Therapeutics $4.88 / +0.255 (+5.52%) , ARCC Ares Capital $15.08 / +0.295 (+2.00%) , TAK Takeda Pharmaceutical $18.38 / -0.09 (-0.49%) Latest data shows the… Latest data shows the largest indicative borrow rate increases among liquid option names include: eMagin (EMAN) 42.69% +2.75, Pyxus International (PYX) 134.68% +2.44, NXP Semiconductors (NXPI) 2.50% +1.82, Direxion Oil & Gas 3x Bear ETF (DRIP) 16.45% +1.27, Pennsylvania REIT (PEI) 70.35% +0.60, Denbury Resources (DNR) 27.57% +0.33, Alpha Pro Tech (APT) 82.28% +0.23, Sorrento Therapeutics (SRNE) 26.74% +0.23, Ares Capital (ARCC) 0.58% +0.21, and Takeda Pharmaceutical (TAK) 0.80% +0.19. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options TAK SRNE PYX PEI NXPI EMAN DNR ARCC APT TAK Takeda Pharmaceutical $18.38 / -0.09 (-0.49%) 06/16/20 Neurocrine, Takeda announce psychiatric disorder therapies collaboration 06/12/20 Takeda Pharmaceutical to present TOURMALINE-MM4, MM-6 study results 06/11/20 Takeda Pharmaceutical to divest OTC, select non-core assets in Asia Pacific 06/07/20 Takeda announces findings from data analyses of Phase 3 HELP Study OLE SRNE Sorrento Therapeutics $4.88 / +0.255 (+5.52%) 06/11/20 Sorrento Therapeutics submits EUA application for COVI-TRACK to FDA 06/05/20 Sorrento: COVIDTRAP demonstrates ability to inhibit SARS-CoV-2 in vitro 05/26/20 Sorrento receives FDA IND clearance to initiate Phase 1 trial of STI-6129 05/21/20 Sorrento Therapeutics to acquire exclusive rights to abivertinib PYX Pyxus $2.93 / + (+0.00%) 06/15/20 Pyxus International trading halted, news pending 06/15/20 Pyxus files for Chapter 11 Bankruptcy to restructure debt, delever balance sheet 03/25/20 Pyxus announces review of strategic alternatives 02/24/20 Pyxus announces new operating model, global operations efficiency program PEI Pennsylvania REIT $1.48 / -0.025 (-1.66%) 04/08/20 Pennsylvania REIT furloughed 37% of staff due to COVID-19 03/31/20 Pennsylvania REIT announces actions to create $300M in incremental liquidity 03/25/20 Pennsylvania REIT provides COVID-19 business update 02/04/20 Pennsylvania REIT reports holiday season same store sales up 4.2% NXPI NXP Semiconductors $109.50 / +3.35 (+3.16%) 06/12/20 NXP Semiconductors, TSMC announce collaboration agreement 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance EMAN eMagin $1.04 / +0.1349 (+14.90%) 06/11/20 eMagin reports $5.5M DoD award 01/22/20 eMagin CFO Lucas to retire effective February 1 01/07/20 eMagin receives approximately $1.4M displays order from Collins Aerospace 12/17/19 eMagin announces $5.6M order from defense contractor DNR Denbury Resources $0.44 / -0.0169 (-3.67%) 03/31/20 Denbury Resources board proposes to effect reverse stock split 03/31/20 Denbury Resources withdraws FY20 guidance, cuts FY20 CapEx view by 44% 03/06/20 Denbury Resources gets NYSE listing standard notice 03/05/20 Denbury Resources closes farm-down of 50% of interest in four Texas oil fields ARCC Ares Capital $15.08 / +0.295 (+2.00%) 03/23/20 Ares Capital says too early to quantify impacts of COVID-19 on business APT Alpha Pro Tech $12.75 / +0.28 (+2.25%) 04/23/20 Alpha Pro Tech awarded $720K contract from HHS 04/08/20 Alpha Pro Tech's personal protective equipment up 62% since March 11 03/12/20 Alpha Pro Tech sees increased demand for personal protective equipment 03/09/20 Citron Research says SEC should halt Inovio, sees stock trading back to $2 EMAN PYX NXPI PEI DNR APT SRNE ARCC TAK EMAN eMagin $1.04 / +0.1349 (+14.90%) 08/14/19 eMagin downgraded to Hold at Craig-Hallum 08/13/19 Craig-Hallum eMagin downgraded to Hold from Buy at Craig-Hallum PYX Pyxus $2.93 / + (+0.00%) 08/27/19 Imperial Capital Pyxus shares offer four times upside potential, says Imperial Capital 06/25/19 Fly Intel: Top five analyst initiations 06/25/19 Imperial Capital Pyxus initiated with an Outperform at Imperial Capital NXPI NXP Semiconductors $109.50 / +3.35 (+3.16%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital PEI Pennsylvania REIT $1.48 / -0.025 (-1.66%) 03/26/20 RBC Capital Cheesecake, AMC news highlight tenants financial stress, says RBC Capital 01/16/20 SunTrust Pennsylvania REIT downgraded to Sell from Hold at SunTrust 01/15/20 SunTrust Pennsylvania REIT downgraded to Sell from Hold at SunTrust 09/23/19 Citi Pennsylvania REIT downgraded to Sell from Neutral at Citi DNR Denbury Resources $0.44 / -0.0169 (-3.67%) 03/31/20 Stifel Denbury Resources downgraded to Sell from Hold at Stifel 03/20/20 Stephens Stephens upgrades Hess, downgrades 11 others in E&P following oil's melt down 03/20/20 Stephens Denbury Resources downgraded to Underweight from Equal Weight at Stephens APT Alpha Pro Tech $12.75 / +0.28 (+2.25%) SRNE Sorrento Therapeutics $4.88 / +0.255 (+5.52%) 05/26/20 Dawson James Sorrento Therapeutics initiated with a Buy at Dawson James 10/07/19 JMP Securities Sorrento Therapeutics initiated with an Outperform at JMP Securities 07/23/19 H.C. Wainwright Sorrento Therapeutics price target lowered to $30 from $40 at H.C. Wainwright ARCC Ares Capital $15.08 / +0.295 (+2.00%) 05/07/20 Citi Ares Capital price target raised to $15 from $13 at Citi 04/16/20 Raymond James Ares Capital upgraded to Outperform at Raymond James on valuation 04/16/20 Raymond James Ares Capital upgraded to Outperform from Market Perform at Raymond James 04/13/20 BofA Ares Capital upgraded to Buy from Neutral at BofA TAK Takeda Pharmaceutical $18.38 / -0.09 (-0.49%) 04/20/20 SVB Leerink Ascendis Pharma price target raised to $170 from $152 at SVB Leerink 03/25/20 Piper Sandler Piper Sandler backs Overweight on 'well capitalized' Exelixis 03/25/20 Stifel Molecular Templates initiated with a Buy at Stifel 02/25/20 Stifel Iovance among 'more interesting' cell therapy takeout candidates, says Stifel TAK PEI NXPI EMAN DNR ARCC APT TAK Takeda Pharmaceutical $18.38 / -0.09 (-0.49%) 01/07/20 Kamada sees FY20 revenue $132M-$137M, consensus $121.51M PEI Pennsylvania REIT $1.48 / -0.025 (-1.66%) 03/31/20 Pennsylvania REIT withdraws FY20 financial outlook due to COVID-19 uncertainty NXPI NXP Semiconductors $109.50 / +3.35 (+3.16%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B EMAN eMagin $1.04 / +0.1349 (+14.90%) 01/22/20 eMagin sees Q4 revenue $7.1M-$7.3M, consensus $7.2M DNR Denbury Resources $0.44 / -0.0169 (-3.67%) 05/18/20 Denbury Resources reports Q1 adj. EPS 6c, consensus 2c 02/25/20 Denbury Resources reports Q4 adjusted EPS 9c, consensus 7c ARCC Ares Capital $15.08 / +0.295 (+2.00%) 05/05/20 Ares Capital reports Q1 core EPS 41c, consensus 43c 02/12/20 Ares Capital reports Q1 Core EPS 45c, consensus 45c APT Alpha Pro Tech $12.75 / +0.28 (+2.25%) 05/06/20 Alpha Pro Tech reports Q1 EPS 39c vs. 9c last year 02/26/20 Alpha Pro Tech reports Q4 EPS 3c vs. 5c last year TAK SRNE PYX NXPI DNR APT TAK Takeda Pharmaceutical $18.38 / -0.09 (-0.49%) 04/23/20 Two drugs studied in Bay Area may lessen COVID-19 deaths, SF Chronicles says 04/12/20 J&J abandons deal for Takeda's TachoSil surgical patch, Reuters reports 03/25/20 EU to investigate JNJ deal to purchase Takeda surgical patch, Reuters reports SRNE Sorrento Therapeutics $4.88 / +0.255 (+5.52%) 05/20/20 Sorrento CEO says company not a 'pump and dump' scheme, Yahoo reports 05/20/20 Sorrento Therapeutics accused of 'predatory propaganda' by short-selling firm 05/20/20 Viceroy says Sorrento 'propaganda machine' riding 'pandemic wave' 05/20/20 Viceroy Research announces short position in Sorrento Therapeutics PYX Pyxus $2.93 / + (+0.00%) 03/26/20 Pyxus International, creditors hire restructuring advisers, WSJ reports 03/26/20 Pyxus hires restructuring advisers, WSJ reports NXPI NXP Semiconductors $109.50 / +3.35 (+3.16%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports DNR Denbury Resources $0.44 / -0.0169 (-3.67%) 04/08/20 Denbury hires Evercore for debt advice, Reuters reports APT Alpha Pro Tech $12.75 / +0.28 (+2.25%) 03/05/20 House passes $8.3B bill to fight coronavirus outbreak, WSJ reports 03/03/20 France to requisition masks after fourth coronavirus death, Reuters reports 02/27/20 U.S. weighs special powers to ramp up output of protective masks, Reuters says TAK SRNE PYX PEI NXPI APT TAK Takeda Pharmaceutical $18.38 / -0.09 (-0.49%) 06/11/20 Biogen, Alexion seen as logical targets for AstraZeneca if Gilead not available SRNE Sorrento Therapeutics $4.88 / +0.255 (+5.52%) 06/11/20 Fly Intel: Pre-market Movers 05/15/20 Fly Intel: Wall Street's top stories for Friday 05/15/20 Fly Intel: Wall Street's top stories at midday 05/15/20 Sorrento surges after CEO talks up potential COVID-19 'cure' to Fox News PYX Pyxus $2.93 / + (+0.00%) 03/25/20 Fly Intel: After-Hours Movers PEI Pennsylvania REIT $1.48 / -0.025 (-1.66%) 03/31/20 Fly Intel: Pre-market Movers NXPI NXP Semiconductors $109.50 / +3.35 (+3.16%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday APT Alpha Pro Tech $12.75 / +0.28 (+2.25%) 03/07/20 Week in Review: How Trump's policies moved stocks 03/05/20 Fly Intel: Wall Street's top stories for Thursday 03/05/20 Fly Intel: Wall Street's top stories at midday 03/05/20 Fly Intel: Pre-market Movers 06/22/20 Ares Capital Corporation 06/25/20 eMagin Corp. TAK SRNE PYX PEI NXPI EMAN DNR APT TAK Takeda Pharmaceutical $18.38 / -0.09 (-0.49%) 03/24/20 Largest borrow rate increases among liquid names SRNE Sorrento Therapeutics $4.88 / +0.255 (+5.52%) 06/10/20 Largest borrow rate increases among liquid names 06/09/20 Unusual call flow in option market yesterday 06/08/20 Sorrento Therapeutics calls see heavy volume as shares lift and ivol 05/26/20 Largest borrow rate increases among liquid names PYX Pyxus $2.93 / + (+0.00%) 03/10/20 Largest borrow rate increases among liquid names 03/04/20 Largest borrow rate increases among liquid names 02/28/20 Largest borrow rate increases among liquid names 02/21/20 Largest borrow rate increases among liquid names PEI Pennsylvania REIT $1.48 / -0.025 (-1.66%) 04/30/20 Pennsylvania REIT options imply 24.8% move in share price post-earnings NXPI NXP Semiconductors $109.50 / +3.35 (+3.16%) 06/10/20 NXP Semiconductors call volume above normal and directionally bullish 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings 01/23/20 NXP Semiconductors call volume above normal and directionally bullish EMAN eMagin $1.04 / +0.1349 (+14.90%) 06/15/20 Largest borrow rate increases among liquid names DNR Denbury Resources $0.44 / -0.0169 (-3.67%) 06/01/20 Largest borrow rate increases among liquid names 05/28/20 Largest borrow rate increases among liquid names 05/21/20 Largest borrow rate increases among liquid names 03/13/20 Largest borrow rate increases among liquid names APT Alpha Pro Tech $12.75 / +0.28 (+2.25%) 06/11/20 Alpha Pro Tech call volume above normal and directionally bullish 06/10/20 Alpha Pro Tech call volume above normal and directionally bullish 06/03/20 Largest borrow rate increases among liquid names 05/27/20 Alpha Pro Tech call volume above normal and directionally bullish

Over a month ago
Hot Stocks	NXP Semiconductors, TSMC announce collaboration agreement » 05:16 06/12/20 06/12 05:16 06/12/20 05:16 NXPI NXP Semiconductors $102.24 / -7.79 (-7.08%) , TSM TSMC $55.01 / -2.56 (-4.45%) NXP Semiconductors (NXPI)… NXP Semiconductors (NXPI) and TSMC (TSM) announced a collaboration agreement to adopt TSMC's 5-nanometer, or 5nm, technology for NXP's next generation, high-performance automotive platform. The companies said in a release, "This collaboration combines NXP's automotive design expertise with TSMC's industry-leading 5nm technology to further drive the transformation of automobiles into powerful computing systems for the road. Building upon multiple successful 16nm designs, TSMC and NXP are expanding their collaboration to create a System-on-Chip (SoC) platform in 5nm to deliver the next generation of automotive processors. Using TSMC's 5nm process, NXP's offerings will address a wide variety of functions and workloads, such as connected cockpits, high-performance domain controllers, autonomous driving, advanced networking, hybrid propulsion control and integrated chassis management. TSMC's 5nm technology is currently the world's most advanced process in volume production. NXP will adopt N5P, an enhanced version of TSMC's 5nm technology, which provides about 20 percent faster speed or about 40 percent power reduction compared to the preceding 7nm generation, and is supported by the industry's most comprehensive design ecosystem. NXP and TSMC expect the delivery of first samples of 5nm devices to NXP's key customers in 2021." ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options TSM NXPI TSM TSMC $55.01 / -2.56 (-4.45%) 06/10/20 TSMC reports May revenue NT$93.82B, up 16.6% y/y 05/15/20 U.S. restricting Huawei's ability to use U.S. technology and software 05/15/20 TSMC confirms plans to build $12B chip factory in Arizona 05/08/20 TSMC reports April revenue NT$96B, up 28.5% y/y NXPI NXP Semiconductors $102.24 / -7.79 (-7.08%) 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance 04/27/20 NXP Semiconductors reports Q1 gross margin 51.8% vs. 52.7& last year. NXPI TSM NXPI NXP Semiconductors $102.24 / -7.79 (-7.08%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital TSM TSMC $55.01 / -2.56 (-4.45%) 04/28/20 Fly Intel: Top five analyst initiations 04/28/20 Wedbush Wedbush bullish on TSMC, initiates with an Outperform 04/27/20 Wedbush TSMC initiated with an Outperform at Wedbush 04/17/20 Susquehanna TSMC downgraded to Negative from Positive at Susquehanna TSM NXPI TSM TSMC $55.01 / -2.56 (-4.45%) 04/16/20 TSMC sees Q2 revenue $10.1B-$10.4B, consensus $9.65B 04/16/20 TSMC reports Q1 EPS 75c, consensus 69c 01/16/20 TSMC sees Q1 revenue $10.2B-$10.3B, consensus $10.09B 01/16/20 TSMCreports Q4 EPS 73c, consensus 71c NXPI NXP Semiconductors $102.24 / -7.79 (-7.08%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B TSM NXPI TSM TSMC $55.01 / -2.56 (-4.45%) 06/10/20 TSMC's 3nm fab project on track for volume production in 2H22, DigiTimes says 06/09/20 TSMC says could fill order gap if U.S. blacklists Huawei, Reuters reports 05/28/20 TSMC to move 5nm Plus process to production in Q4, DigiTimes reports 05/22/20 Samsung starts construction on 5nm fab facility, Bloomberg reports NXPI NXP Semiconductors $102.24 / -7.79 (-7.08%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports TSM NXPI TSM TSMC $55.01 / -2.56 (-4.45%) 05/16/20 Week in Review: How Trump's policies moved stocks 05/15/20 Fly Intel: Wall Street's top stories for Friday 05/15/20 Fly Intel: Wall Street's top stories at midday 05/15/20 Fly Intel: Pre-market Movers NXPI NXP Semiconductors $102.24 / -7.79 (-7.08%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday TSM NXPI TSM TSMC $55.01 / -2.56 (-4.45%) 06/09/20 Taiwan Semi call volume above normal and directionally bullish 05/14/20 Taiwan Semi put volume heavy and directionally bearish 05/01/20 Taiwan Semi call volume above normal and directionally bullish 04/20/20 Taiwan Semi put volume heavy and directionally bearish NXPI NXP Semiconductors $102.24 / -7.79 (-7.08%) 06/10/20 NXP Semiconductors call volume above normal and directionally bullish 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings 01/23/20 NXP Semiconductors call volume above normal and directionally bullish
Conference/Events	Oppenheimer to hold a virtual bus tour » 04:55 06/12/20 06/12 04:55 06/12/20 04:55 ESTC Elastic $79.10 / -2.92 (-3.56%) , MDLA Medallia $25.55 / -1.24 (-4.63%) , TWLO Twilio $188.56 / -14.555 (-7.17%) , TEAM Atlassian $173.51 / -6.57 (-3.65%) , ZEN Zendesk $79.81 / -8.95 (-10.08%) , OKTA Okta $178.84 / -2.66 (-1.47%) , WDAY Workday $173.52 / -9.68 (-5.28%) , CRM Salesforce $172.06 / -10.205 (-5.60%) , NET Cloudflare $28.50 / -0.915 (-3.11%) , AMD AMD $52.83 / -4.62 (-8.04%) , CTXS Citrix $137.89 / -3.36 (-2.38%) , VMW VMware $136.38 / -8.5 (-5.87%) , CHKP Check Point $105.48 / -5.115 (-4.62%) , MDB MongoDB $196.76 / -11.59 (-5.56%) , CYBR CyberArk $95.78 / -8.09 (-7.79%) , VRNS Varonis $83.40 / -2.71 (-3.15%) , NXPI NXP Semiconductors $102.61 / -7.79 (-7.06%) , MPWR Monolithic Power $211.61 / -18.24 (-7.94%) , MRVL Marvell $33.33 / -1.75 (-4.99%) Virtual Software &… Virtual Software & Semiconductor Bus Tour will be held on June 8-12. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $79.81 / -8.95 (-10.08%) 06/10/20 Zendesk COO John Keiser steps down 06/10/20 Fluent partners with Zendesk for consumer experience 03/24/20 Zendesk announces strategic alliance with Tata Consultancy Services 03/03/20 Zendesk falls -6.0% WDAY Workday $173.52 / -9.68 (-5.28%) 05/27/20 Workday up 5.95% after reporting Q1 earnings 05/27/20 Workday, Microsoft announce strategic partnership 05/27/20 Workday announces new partnership with Salesforce 05/18/20 Workday announces new date for Q1 results VRNS Varonis $83.40 / -2.71 (-3.15%) 02/10/20 Fly Intel: After Hours Movers VMW VMware $136.38 / -8.5 (-5.87%) 06/04/20 VMware to acquire network security firm Lastline 06/02/20 VMware appoints Carol Carpenter as Chief Marketing Officer 05/28/20 VMware says it is pleased with sales execution in Q1 05/28/20 Dell Technologies reports Q1 VMware revenue $2.8B, up 12% TWLO Twilio $188.56 / -14.555 (-7.17%) 05/22/20 Twilio jumps 4% after New York City selects for COVID contact tracing 05/22/20 Twilio providing communications for New York City's COVID contact tracing 05/15/20 Red Lion Hotels CFO Nate Troup to depart 05/13/20 Twilio to power Zocdoc's HIPAA-compliant telehealth video service TEAM Atlassian $173.51 / -6.57 (-3.65%) 05/29/20 Atlassian co-CEOs adopt new 10b5-1 trading plans 05/15/20 Lone Pine buys Visa, exits Salesforce in Q1 01/24/20 Fly Intel: Pre-market Movers 01/23/20 Fly Intel: After Hours Movers OKTA Okta $178.84 / -2.66 (-1.47%) 05/28/20 Okta drops 3% to $178.00 following Q1 results 05/28/20 FedEx deploys Okta Identity Cloud applications for its essential staff 05/28/20 Okta launches integration with Amazon Web Services 04/28/20 Okta appoints David Bradbury as chief security officer NXPI NXP Semiconductors $102.61 / -7.79 (-7.06%) 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance 04/27/20 NXP Semiconductors reports Q1 gross margin 51.8% vs. 52.7& last year. NET Cloudflare $28.50 / -0.915 (-3.11%) 05/08/20 Cloudflare falls -11.7% 05/08/20 Cloudflare falls -10.8% 04/28/20 Cloudflare, JD.com partner to provide internet for global companies in China 03/24/20 Cloudflare expands Bandwidth Alliance with Alibaba Cloud partnership MRVL Marvell $33.33 / -1.75 (-4.99%) 05/28/20 Marvell up 6% to $31.72 after Q1 results beat estimates 03/04/20 Fly Intel: After Hours Movers 03/04/20 Marvell up 10% to $24.90 after Q4 results beat estimates 03/04/20 Marvell CEO says Q1 guidance reflects 'impacts we are aware of so far' MPWR Monolithic Power $211.61 / -18.24 (-7.94%) 06/02/20 Monolithic Power signs distribution agreement with Farnell electronics 04/09/20 Monolithic Power creates open-source ventilator to battle COVID-19 02/05/20 Monolithic Power increases quarterly cash dividend to 50c per share 01/07/20 Maxim Integrated files patent infringement suit against Monolithic Power Systems MDLA Medallia $25.55 / -1.24 (-4.63%) 06/02/20 Medallia down over 5% at $28.10/shr following Q1 results, Q2 outlook 06/02/20 Medallia reports Q1 subscription revenue $89.0M vs. $71.7M last year 06/02/20 Medallia sees Q2 subscription revenue $89.5M-$90.5M vs $74.5M in prior year 04/22/20 Medallia moves higher after pact to buy real-time speech to text platform Voci MDB MongoDB $196.76 / -11.59 (-5.56%) 03/18/20 MongoDB trading resumes 03/18/20 MongoDB trading halted, volatility trading pause 03/17/20 Fly Intel: After Hours Movers 03/17/20 MongoDB down 9% to $104.22 after FY21 guidance misses estimates ESTC Elastic $79.10 / -2.92 (-3.56%) 06/04/20 Elastic director Peter Fenton sells over $6M in company shares 06/03/20 Elastic down over 5% at $84.72/shr after Q4 results and initial FY21 guidance 02/26/20 Fly Intel: After Hours Movers 02/26/20 Elastic announces transition of Chief Revenue Officer Aaron Katz CYBR CyberArk $95.78 / -8.09 (-7.79%) 05/13/20 CyberArk acquires Idaptive for $70M in cash 02/12/20 Fly Intel: Pre-market Movers CTXS Citrix $137.89 / -3.36 (-2.38%) 06/02/20 BlackBerry appoints Thomas Eacobacci as president 05/17/20 Elliott added Dropbox and Oracle during Q1, exited NortonLifeLock 04/23/20 Citrix reports Q1 subscription ARR up 50% year-over-year 02/14/20 Elliott adds LogMeIn, exits Devon in Q4 CRM Salesforce $172.06 / -10.205 (-5.60%) 05/28/20 Salesforce CEO: Pipelines for Q2, Q3 'look amazing' 05/28/20 Salesforce down 3% to $176 after lowering FY21 guidance 05/28/20 AT&T, Salesforce announce multi-year strategic agreement 05/28/20 Salesforce reports remaining performance obligation ended Q1 at ~$29.3B CHKP Check Point $105.48 / -5.115 (-4.62%) 05/27/20 Check Point announces Jerry Ungerman to be appointed chairman 04/27/20 Check Point not providing Q2 outlook amid COVID-19 pandemic 04/27/20 Check Point 'committed' to long-term strategy 04/27/20 Check Point withdraws previously issued guidance for FY20 amid COVID-19 pandemic AMD AMD $52.83 / -4.62 (-8.04%) 06/08/20 AMD announced NVIDIA DGX A100 06/01/20 AMD COVID-19 HPC Fund to deliver supercomputing clusters to researchers 05/13/20 Online gaming giant Tencent delivers 26% revenue gain amid COVID shut down 04/30/20 AMD, Oxide Games announce multi-year partnership ESTC MDLA TWLO TEAM ZEN OKTA WDAY CRM NET AMD CTXS VMW CHKP MDB CYBR VRNS NXPI MPWR MRVL ESTC Elastic $79.10 / -2.92 (-3.56%) 06/04/20 DA Davidson Elastic price target raised to $100 from $70 at DA Davidson 06/04/20 Monness Crespi Elastic price target raised to $100 from $80 at Monness Crespi 06/04/20 JPMorgan Elastic price target raised to $90 from $85 at JPMorgan 06/04/20 Oppenheimer Elastic price target raised to $95 from $90 at Oppenheimer MDLA Medallia $25.55 / -1.24 (-4.63%) 06/03/20 Wells Fargo Medallia price target raised to $35 from $30 at Wells Fargo 06/03/20 SunTrust Medallia price target raised to $33 from $28 at SunTrust 06/03/20 Craig-Hallum Medallia price target raised to $35 from $30 at Craig-Hallum 06/03/20 Baird Medallia price target raised to $33 from $23 at Baird TWLO Twilio $188.56 / -14.555 (-7.17%) 06/01/20 Oppenheimer Twilio price target raised to $230 from $160 at Oppenheimer 05/29/20 Canaccord Twilio assumed with a Buy at Canaccord 05/29/20 Cowen Twilio price target raised to $230 from $180 at Cowen 05/27/20 RBC Capital Twilio price target raised to $240 from $180 at RBC Capital TEAM Atlassian $173.51 / -6.57 (-3.65%) 05/26/20 Mizuho Atlassian price target raised to $200 from $175 at Mizuho 05/15/20 FBN Securities Atlassian initiated with an Outperform at FBN Securities 05/15/20 Citi Atlassian initiated with a Buy at Citi 05/01/20 Jefferies Atlassian price target raised to $145 from $130 at Jefferies ZEN Zendesk $79.81 / -8.95 (-10.08%) 06/11/20 Jefferies Zendesk COO exit will 'fuel concerns about execution,' says Jefferies 05/28/20 RBC Capital Zendesk price target raised to $100 from $85 at RBC Capital 05/28/20 Jefferies Zendesk price target raised to $91 from $85 at Jefferies 05/01/20 Piper Sandler Zendesk downgraded to Neutral from Overweight at Piper Sandler OKTA Okta $178.84 / -2.66 (-1.47%) 06/03/20 Zoom Video upgraded to Buy at DA Davidson on 'huge acceleration in growth' 06/01/20 Guggenheim Okta price target raised to $200 from $145 at Guggenheim 05/29/20 DA Davidson Okta price target raised to $210 from $140 at DA Davidson 05/29/20 JPMorgan Okta price target raised to $192 from $154 at JPMorgan WDAY Workday $173.52 / -9.68 (-5.28%) 05/28/20 JPMorgan Workday price target raised to $190 from $175 at JPMorgan 05/28/20 Needham Workday price target raised to $200 from $175 at Needham 05/28/20 Wells Fargo Workday price target raised to $195 from $155 at Wells Fargo 05/28/20 Wedbush Workday price target lowered to $196 from $206 at Wedbush CRM Salesforce $172.06 / -10.205 (-5.60%) 05/29/20 Morgan Stanley Morgan Stanley remain buyers of Salesforce despite 'frustration' with margins 05/29/20 Mizuho Salesforce price target raised to $210 from $205 at Mizuho 05/29/20 Wells Fargo Salesforce price target raised to $215 from $200 at Wells Fargo NET Cloudflare $28.50 / -0.915 (-3.11%) 05/08/20 Needham Cloudflare price target raised to $32 from $24 at Needham 05/08/20 RBC Capital Cloudflare price target raised to $29 from $24 at RBC Capital 05/08/20 Jefferies Cloudflare price target raised to $27 from $20 at Jefferies 04/24/20 SunTrust Cloudflare cut to Hold at SunTrust on valuation AMD AMD $52.83 / -4.62 (-8.04%) 06/02/20 Nomura Instinet Nomura stays selective in Semis, keeps Buys on AMD and Intel 06/01/20 Northland Northland sees strong second half ahead for AMD 05/15/20 Piper Sandler Piper survey finds people are playing more video games during COVID-19 05/01/20 Loop Capital AMD price target raised to $60 from $54 at Loop Capital CTXS Citrix $137.89 / -3.36 (-2.38%) 04/24/20 Wells Fargo Citrix price target raised to $165 from $150 at Wells Fargo 04/24/20 Deutsche Bank Citrix price target raised to $200 from $175 at Deutsche Bank 04/24/20 Morgan Stanley Citrix price target raised to $165 from $160 at Morgan Stanley 04/24/20 RBC Capital Citrix price target raised to $153 from $147 at RBC Capital VMW VMware $136.38 / -8.5 (-5.87%) 05/29/20 KeyBanc VMware price target raised to $170 from $160 at KeyBanc 05/29/20 Morgan Stanley VMware price target raised to $149 from $136 at Morgan Stanley 05/29/20 RBC Capital VMware price target raised to $181 from $165 at RBC Capital 05/29/20 Mizuho VMware price target raised to $152 from $140 at Mizuho CHKP Check Point $105.48 / -5.115 (-4.62%) 05/04/20 Evercore ISI Check Point initiated with an In Line at Evercore ISI 04/28/20 Wells Fargo Check Point price target raised to $110 from $105 at Wells Fargo 04/28/20 Jefferies Check Point price target raised to $110 from $100 at Jefferies 04/06/20 OTR Global Check Point upgraded to Mixed from Negative at OTR Global MDB MongoDB $196.76 / -11.59 (-5.56%) 06/05/20 DA Davidson MongoDB price target raised to $215 from $105 at DA Davidson 06/05/20 Monness Crespi MongoDB downgraded to Neutral on 'stretched' valuation at Monness Crespi 06/05/20 Monness Crespi MongoDB downgraded to Neutral from Buy at Monness Crespi 06/05/20 Oppenheimer MongoDB price target raised to $240 from $140 at Oppenheimer CYBR CyberArk $95.78 / -8.09 (-7.79%) 05/14/20 DA Davidson CyberArk price target raised to $85 from $80 at DA Davidson 05/14/20 Guggenheim CyberArk price target lowered to $115 from $134 at Guggenheim 05/14/20 UBS CyberArk price target lowered to $94 from $104 at UBS 05/13/20 William Blair William Blair keeps Outperform on CyberArk following 'solid' quarter VRNS Varonis $83.40 / -2.71 (-3.15%) 06/11/20 Needham Varonis price target raised to $110 from $85 at Needham 06/10/20 RBC Capital Varonis price target raised to $96 from $81 at RBC Capital 05/05/20 DA Davidson Varonis price target raised to $85 from $65 at DA Davidson 05/05/20 Craig-Hallum Varonis downgraded to Hold at Craig-Hallum NXPI NXP Semiconductors $102.61 / -7.79 (-7.06%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital MPWR Monolithic Power $211.61 / -18.24 (-7.94%) 04/29/20 Oppenheimer Monolithic Power price target raised to $210 from $200 at Oppenheimer 04/29/20 Cowen Monolithic Power price target raised to $215 from $200 at Cowen 04/29/20 Deutsche Bank Monolithic Power price target raised to $205 from $185 at Deutsche Bank 04/29/20 Raymond James Monolithic Power price target raised to $215 from $190 at Raymond James MRVL Marvell $33.33 / -1.75 (-4.99%) 05/29/20 Susquehanna Marvell delivered results beyond expectations, says Susquehanna 05/29/20 JPMorgan Marvell price target raised to $36 from $31 at JPMorgan 05/29/20 Needham Marvell price target raised to $34 from $28 at Needham 05/29/20 Rosenblatt Marvell price target raised to $42 from $32 at Rosenblatt ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $79.81 / -8.95 (-10.08%) 04/30/20 Zendesk sees Q2 revenue $237M-$243M, consensus $246.17M 04/30/20 Zendesk reports Q1 adjusted EPS 11c, consensus 6c 04/30/20 Notable companies reporting after market close 02/06/20 Zendesk sees 2020 revenue $1.05B-$1.07B, consensus $1.06B WDAY Workday $173.52 / -9.68 (-5.28%) 05/27/20 Workday lowers FY21 subscription revenue guidance to $3.67B-$3.69B 05/27/20 Workday reports Q1 EPS 44c, consensus 47c 05/27/20 Notable companies reporting after market close 02/27/20 Workday sees FY21 subscription revenue outlook of $3.755B-$3.77B VRNS Varonis $83.40 / -2.71 (-3.15%) 05/04/20 Varonis sees Q2 EPS (36c)-(34c), consensus (38c) 05/04/20 Varonis reports Q1 EPS (56c), consensus (59c) 04/06/20 Varonis reports preliminary Q1 revenue $53.9M-$54.3M, consensus $58.75M 02/10/20 Varonis sees FY20 with items EPS (93c)-(89c), consensus (54c) VMW VMware $136.38 / -8.5 (-5.87%) 05/28/20 VMware sees FY21 revenue up mid-single digits, consensus $11.61B 05/28/20 VMware sees Q2 EPS $1.44, consensus $1.44 05/28/20 VMware reports Q1 EPS $1.52, consensus $1.20 03/26/20 VMware withdraws Q1, FY21 guidance issued on February 27 TWLO Twilio $188.56 / -14.555 (-7.17%) 05/06/20 Twilio sees Q2 EPS (11c) to (8c), consensus (13c) 05/06/20 Twilio reports Q1 EPS 6c, consensus (11c) 05/06/20 Notable companies reporting after market close 02/05/20 Twilio sees FY20 adjusted EPS (20c)-(14c), consensus 24c TEAM Atlassian $173.51 / -6.57 (-3.65%) 04/30/20 Atlassian sees FY20 non-IFRS EPS $1.06-$1.12, consensus $1.08 04/30/20 Atlassian sees Q4 non-IFRS EPS 17c-22c, consensus 23c 04/30/20 Atlassian reports Q3 adjusted EPS 25c, consensus 21c 01/23/20 Atlassian sees FY20 EPS $1.03-$1.09, consensus $1.01 OKTA Okta $178.84 / -2.66 (-1.47%) 05/28/20 Okta raises FY21 adj. EPS view to (23c)-(18c) from (42c)-(37c) 05/28/20 Okta sees Q2 adjusted EPS (2c)-(1c), consensus (9c) 05/28/20 Okta reports Q1 adjusted EPS (7c), consensus (17c) 04/01/20 Okta raises FY21 EPS outlook to (36c)-(31c) from (42c)-(37c) NXPI NXP Semiconductors $102.61 / -7.79 (-7.06%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B NET Cloudflare $28.50 / -0.915 (-3.11%) 05/07/20 Cloudflare sees FY20 adjusted EPS (21c)-(19c), consensus (20c) 05/07/20 Cloudflare sees Q2 adjusted EPS (6c)-(5c), consensu (5c) 05/07/20 Cloudflare reports Q1 adjusted EPS (4c), consensus (6c) 05/07/20 Notable companies reporting after market close MRVL Marvell $33.33 / -1.75 (-4.99%) 05/28/20 Marvell sees Q2 non-GAAP EPS 17c-23c, consensus 16c 05/28/20 Marvell reports Q1 non-GAAP EPS 18c, consensus 14c 03/04/20 Marvell sees Q1 adjusted EPS 11c-17c, consensus 13c 03/04/20 Marvell reports Q4 adjusted EPS 17c, consensus 16c MPWR Monolithic Power $211.61 / -18.24 (-7.94%) 04/28/20 Monolithic Power sees Q2 revenue $167M- $173M,consensus $163.99M 04/28/20 Monolithic Power reports Q1 EPS 95c, consensus 94c 02/05/20 Monolithic Power sees Q1 revenue $161M-$167M, consensus $160.02M MDLA Medallia $25.55 / -1.24 (-4.63%) 06/02/20 Medallia reports Q1 EPS 2c, consensus (2c) 06/02/20 Notable companies reporting after market close 03/12/20 Medallia reports Q4 adjusted EPS 0c, consensus (3c) 03/12/20 Notable companies reporting after market close MDB MongoDB $196.76 / -11.59 (-5.56%) 06/04/20 MongoDB sees FY21 adjusted EPS ($1.34)-($1.21), consensus ($1.34) 06/04/20 MongoDB sees Q2 adjusted EPS (41c)-(38c), consensus (37c) 06/04/20 MongoDB reports Q1 adjusted EPS (13c), consensus (25c) 06/04/20 Notable companies reporting after market close ESTC Elastic $79.10 / -2.92 (-3.56%) 06/03/20 Elastic sees FY21 adjusted EPS (98c)-(85c), consensus ($1.34) 06/03/20 Elastic sees Q1 adjusted EPS (19c)-(17c), consensus (38c) 06/03/20 Elastic reports Q4 adjusted EPS (12c), consensus (31c) 06/03/20 Notable companies reporting after market close CYBR CyberArk $95.78 / -8.09 (-7.79%) 05/14/20 CyberArk sees Q2 EPS 17c-35c, consensus 36c 05/13/20 CyberArk withdraws FY20 guidance due to COVID-19 05/13/20 CyberArk reports Q1 EPS 50c, consensus 36c 02/12/20 CyberArk sees FY20 EPS $2.26-$2.38, consensus $2.79 CTXS Citrix $137.89 / -3.36 (-2.38%) 04/23/20 Citrix reports Q1 EPS $1.73, consensus $1.17 04/22/20 Notable companies reporting before tomorrow's open 01/22/20 Citrix sees FY20 EPS $5.35-$5.55, consensus $5.43 CRM Salesforce $172.06 / -10.205 (-5.60%) 05/28/20 Salesforce cuts FY21 adjusted EPS view to $2.93-$2.95 from $3.16-$3.18 05/28/20 Salesforce sees Q2 adjusted EPS 66c-67c, consensus 75c 05/28/20 Salesforce reports Q1 adjusted EPS 70c, consensus 69c 05/28/20 Fly Intel: What to watch in Salesforce earnings report CHKP Check Point $105.48 / -5.115 (-4.62%) 04/27/20 Check Point reports Q1 EPS $1.42, consensus $1.38 02/03/20 Check Point sees FY20 adjusted EPS $6.25-$6.65, consensus $6.44 02/03/20 Check Point sees Q1 adjusted EPS $1.37-$1.43, consensus $1.46 02/03/20 Check Point reports Q4 EPS $2.02, consensus $1.99 AMD AMD $52.83 / -4.62 (-8.04%) 04/28/20 AMD sees FY20 revenue growth 25% year-over-year 04/28/20 AMD sees Q2 revenue $1.85B, +/- $100M, consensus $1.92B 04/28/20 AMD reports Q1 EPS 18c, consensus 18c 04/28/20 Notable companies reporting after market close VMW TWLO OKTA NXPI MRVL MDLA CTXS CRM CHKP AMD VMW VMware $136.38 / -8.5 (-5.87%) 06/04/20 VMware to buy security company Lastline, cut 40% of staff, TechCrunch says 05/05/20 VMware freezing salaries, cutting executive pay amid COVID-19, BI reports 01/27/20 VMware to pay damages of almost $236M in patent infringement case, Register says TWLO Twilio $188.56 / -14.555 (-7.17%) 01/22/20 Hedgeye adds Twilio to best idea long list, Bloomberg says OKTA Okta $178.84 / -2.66 (-1.47%) 05/28/20 Notable companies reporting after market close NXPI NXP Semiconductors $102.61 / -7.79 (-7.06%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports MRVL Marvell $33.33 / -1.75 (-4.99%) 01/28/20 Possibly final version of Senate's SMART Act inroduced, Multichannel reports MDLA Medallia $25.55 / -1.24 (-4.63%) 03/17/20 Prescience Point issues follow-up short report on Medallia, sees 35% downside 01/16/20 Medallia named as short by Prescience Point, sees 55% downside CTXS Citrix $137.89 / -3.36 (-2.38%) 12/23/19 Citrix flaw may expose thousands of firms to attacks, Bleeping Computer says CRM Salesforce $172.06 / -10.205 (-5.60%) 03/25/20 Salesforce CEO says no 'significant' layoffs over next 90 days, CNBC reports 03/16/20 Tech executives plan investment blitz to combat COVID-19, CNBC reports 03/03/20 Amazon, Intel back out of HIMSS conference amid coronavirus, CNBC reports CHKP Check Point $105.48 / -5.115 (-4.62%) 03/16/20 HHS suffers cyber-attack amid COVID-19 outbreak, Bloomberg reports 02/20/20 DISA suffered breach of secure communications network, Reuters reports AMD AMD $52.83 / -4.62 (-8.04%) 06/04/20 AMD to launch PS5, Xbox Series X GPUs for PC first, Gamespot says 05/13/20 FalconX raises $17M to support its crypto trading service, TechCrunch says 04/24/20 Nvidia's reportedly ordering 5nm chips for a 'mystery' product, TechRadar says 04/23/20 TSMC seeing ramp-up in orders from AMD, Nvidia, DigiTimes reports ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $79.81 / -8.95 (-10.08%) 01/29/20 Fly Intel: What to watch in Microsoft earnings report 01/23/20 Piper lists 10 strategic M&A opportunities for Microsoft in 'defining' 2020 WDAY Workday $173.52 / -9.68 (-5.28%) 05/28/20 Fly Intel: Pre-market Movers 05/27/20 Fly Intel: After-Hours Movers 05/05/20 L Brands, Harley-Davidson upgrades among today's top calls on Wall Street 04/20/20 Fly Insider: Gamestop, SharpSpring among week's notable insider trades VRNS Varonis $83.40 / -2.71 (-3.15%) 05/05/20 Fly Intel: After-Hours Movers 04/06/20 Fly Intel: After-Hours Movers VMW VMware $136.38 / -8.5 (-5.87%) 03/26/20 Fly Intel: After-Hours Movers 02/28/20 Fly Intel: Pre-market Movers TWLO Twilio $188.56 / -14.555 (-7.17%) 05/07/20 Fly Intel: Wall Street's top stories for Thursday 05/07/20 Fly Intel: Wall Street's top stories at midday 05/06/20 Fly Intel: After-Hours Movers 04/30/20 Competition seen ramping for Teladoc as Twilio powers Epic's new offering TEAM Atlassian $173.51 / -6.57 (-3.65%) 04/30/20 Fly Intel: After-Hours Movers 01/24/20 Fly Intel: Wall Street's top stories for Friday 01/24/20 Fly Intel: Wall Street's top stories at midday OKTA Okta $178.84 / -2.66 (-1.47%) 06/03/20 Zoom Video rises as upgrades follow 'historic' quarter boosted by WFH 06/03/20 Gilead, Zoom Video upgrades among today's top calls on Wall Street 05/28/20 Fly Intel: After-Hours Movers NXPI NXP Semiconductors $102.61 / -7.79 (-7.06%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday NET Cloudflare $28.50 / -0.915 (-3.11%) 05/08/20 Fly Intel: Wall Street's top stories for Friday 05/08/20 Fly Intel: Wall Street's top stories at midday 05/07/20 Fly Intel: After-Hours Movers MRVL Marvell $33.33 / -1.75 (-4.99%) 03/05/20 Fly Intel: Wall Street's top stories for Thursday 03/05/20 Fly Intel: Wall Street's top stories at midday MPWR Monolithic Power $211.61 / -18.24 (-7.94%) 12/31/19 Analysts raise Nvidia, AMD targets ahead of growth expected in 2020 MDLA Medallia $25.55 / -1.24 (-4.63%) 06/02/20 Fly Intel: After-Hours Movers MDB MongoDB $196.76 / -11.59 (-5.56%) 06/04/20 Fly Intel: After-Hours Movers 03/18/20 Fly Intel: Wall Street's top stories at midday ESTC Elastic $79.10 / -2.92 (-3.56%) 06/03/20 Fly Intel: After-Hours Movers CYBR CyberArk $95.78 / -8.09 (-7.79%) 05/13/20 Fly Intel: Pre-market Movers 02/13/20 Street Fight: Analysts diverge on CyberArk after quarterly results 02/13/20 Caterpillar upgrade, Shopify downgrade among today's top analyst calls CTXS Citrix $137.89 / -3.36 (-2.38%) 04/23/20 Fly Intel: Pre-market Movers 01/23/20 Fly Intel: Wall Street's top stories for Thursday CRM Salesforce $172.06 / -10.205 (-5.60%) 05/29/20 Fly Intel: Wall Street's top stories for Friday 05/29/20 Fly Intel: Wall Street's top stories at midday 05/29/20 Fly Intel: Pre-market Movers CHKP Check Point $105.48 / -5.115 (-4.62%) 04/27/20 Fly Intel: Pre-market Movers 02/22/20 Week in Review: How Trump's policies moved stocks 01/14/20 Apple downgrade, Tesla price target raises among today's top Wall Street calls AMD AMD $52.83 / -4.62 (-8.04%) 06/08/20 Fly Insider: Danaher, AMD among week's notable insider transactions 06/05/20 The Intersection: Crypto and Wall Street This Week 05/29/20 The Intersection: Crypto and Wall Street This Week 05/22/20 The Intersection: Crypto and Wall Street This Week 06/12/20 FBN Silicon Valley Tech Virtual Tour 06/15/20 FBN Silicon Valley Tech Virtual Tour 09/14/20 ShopTalk 2020 06/17/20 Twilio - TWLO 06/16/20 Okta, Inc. 07/10/20 MongoDB, Inc. WDAY VMW TWLO TEAM OKTA NXPI NET MRVL MDLA MDB ESTC CTXS CRM AMD WDAY Workday $173.52 / -9.68 (-5.28%) 05/27/20 Workday options imply 10.2% move in share price post-earnings 05/13/20 Workday put volume heavy and directionally bearish 05/01/20 Workday call volume above normal and directionally bullish 04/01/20 Workday call volume above normal and directionally bullish VMW VMware $136.38 / -8.5 (-5.87%) 01/24/20 Unusually active option classes on open January 24th TWLO Twilio $188.56 / -14.555 (-7.17%) 05/22/20 Twilio call volume above normal and directionally bullish 05/13/20 Unusually active option classes on open May 13th 05/08/20 Unusually active option classes on open May 8th 04/30/20 Twilio call volume above normal and directionally bullish TEAM Atlassian $173.51 / -6.57 (-3.65%) 06/02/20 Atlassian put volume heavy and directionally bearish 05/27/20 Atlassian put volume heavy and directionally bearish 01/09/20 Atlassian call volume above normal and directionally bullish OKTA Okta $178.84 / -2.66 (-1.47%) 03/18/20 Okta put volume heavy and directionally bearish 03/05/20 Okta options imply 11.2% move in share price post-earnings 12/30/19 Okta put volume heavy and directionally bearish NXPI NXP Semiconductors $102.61 / -7.79 (-7.06%) 06/10/20 NXP Semiconductors call volume above normal and directionally bullish 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings 01/23/20 NXP Semiconductors call volume above normal and directionally bullish NET Cloudflare $28.50 / -0.915 (-3.11%) 06/01/20 Cloudflare call volume above normal and directionally bullish 05/12/20 Cloudflare call volume above normal and directionally bullish 05/07/20 Unusually active option classes on open May 7th 04/16/20 Cloudflare call volume above normal and directionally bullish MRVL Marvell $33.33 / -1.75 (-4.99%) 05/28/20 Marvell options imply 7.0% move in share price post-earnings 05/21/20 Marvell call volume above normal and directionally bullish 05/19/20 Marvell call volume above normal and directionally bullish 04/27/20 Marvell call volume above normal and directionally bullish MDLA Medallia $25.55 / -1.24 (-4.63%) 02/05/20 Medallia call volume above normal and directionally bullish 01/13/20 Medallia put volume heavy and directionally bearish 01/08/20 Medallia put volume heavy and directionally bearish 12/16/19 Largest borrow rate increases among liquid names MDB MongoDB $196.76 / -11.59 (-5.56%) 03/17/20 MongoDB options imply 21.7% move in share price post-earnings 01/29/20 MongoDB call volume above normal and directionally bullish 01/02/20 MongoDB call volume above normal and directionally bullish ESTC Elastic $79.10 / -2.92 (-3.56%) 06/03/20 Elastic NV options imply 15.3% move in share price post-earnings 03/11/20 Elastic NV call volume above normal and directionally bullish CTXS Citrix $137.89 / -3.36 (-2.38%) 05/29/20 Early notable gainers among liquid option names on May 29th 03/18/20 Early notable gainers among liquid option names on March 18th 03/06/20 Early notable gainers among liquid option names on March 6th 01/23/20 Early notable gainers among liquid option names on January 23rd CRM Salesforce $172.06 / -10.205 (-5.60%) 05/28/20 Salesforce options imply 5.6% move in share price post-earnings 05/12/20 Unusually active option classes on open May 12th 05/07/20 Salesforce call volume above normal and directionally bullish 04/21/20 Salesforce put volume heavy and directionally bearish AMD AMD $52.83 / -4.62 (-8.04%) 06/04/20 Notable open interest changes for June 4th 05/28/20 Notable open interest changes for May 28th 05/21/20 Unusual call flow in option market yesterday 05/20/20 Calls lead puts 5:2 in Advanced Micro as shares continue to climb

Conference/Events	Oppenheimer to hold a virtual bus tour » 04:55 06/11/20 06/11 04:55 06/11/20 04:55 ESTC Elastic $82.02 / +0.08 (+0.10%) , MDLA Medallia $26.79 / -0.21 (-0.78%) , TWLO Twilio $203.07 / +9.06 (+4.67%) , TEAM Atlassian $180.03 / +6.44 (+3.71%) , ZEN Zendesk $88.76 / +2.76 (+3.21%) , OKTA Okta $181.50 / +1.34 (+0.74%) , WDAY Workday $183.20 / +3.435 (+1.91%) , CRM Salesforce $182.15 / +7.89 (+4.53%) , NET Cloudflare $29.41 / +0.71 (+2.47%) , AMD AMD $57.26 / +0.86 (+1.52%) , CTXS Citrix $141.25 / +0.99 (+0.71%) , VMW VMware $144.77 / -1.73 (-1.18%) , CHKP Check Point $110.60 / -0.095 (-0.09%) , MDB MongoDB $208.00 / +5.86 (+2.90%) , CYBR CyberArk $103.87 / + (+0.00%) , VRNS Varonis $86.11 / +1.54 (+1.82%) , NXPI NXP Semiconductors $112.03 / +0.56 (+0.50%) , MPWR Monolithic Power $229.85 / +3.02 (+1.33%) , MRVL Marvell $35.08 / -0.1 (-0.28%) Virtual Software &… Virtual Software & Semiconductor Bus Tour will be held on June 8-12. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $88.76 / +2.76 (+3.21%) 06/10/20 Zendesk COO John Keiser steps down 06/10/20 Fluent partners with Zendesk for consumer experience 03/24/20 Zendesk announces strategic alliance with Tata Consultancy Services 03/03/20 Zendesk falls -6.0% WDAY Workday $183.20 / +3.435 (+1.91%) 05/27/20 Workday up 5.95% after reporting Q1 earnings 05/27/20 Workday, Microsoft announce strategic partnership 05/27/20 Workday announces new partnership with Salesforce 05/18/20 Workday announces new date for Q1 results VRNS Varonis $86.11 / +1.54 (+1.82%) 02/10/20 Fly Intel: After Hours Movers VMW VMware $144.77 / -1.73 (-1.18%) 06/04/20 VMware to acquire network security firm Lastline 06/02/20 VMware appoints Carol Carpenter as Chief Marketing Officer 05/28/20 VMware says it is pleased with sales execution in Q1 05/28/20 Dell Technologies reports Q1 VMware revenue $2.8B, up 12% TWLO Twilio $203.07 / +9.06 (+4.67%) 05/22/20 Twilio jumps 4% after New York City selects for COVID contact tracing 05/22/20 Twilio providing communications for New York City's COVID contact tracing 05/15/20 Red Lion Hotels CFO Nate Troup to depart 05/13/20 Twilio to power Zocdoc's HIPAA-compliant telehealth video service TEAM Atlassian $180.03 / +6.44 (+3.71%) 05/29/20 Atlassian co-CEOs adopt new 10b5-1 trading plans 05/15/20 Lone Pine buys Visa, exits Salesforce in Q1 01/24/20 Fly Intel: Pre-market Movers 01/23/20 Fly Intel: After Hours Movers OKTA Okta $181.50 / +1.34 (+0.74%) 05/28/20 Okta drops 3% to $178.00 following Q1 results 05/28/20 FedEx deploys Okta Identity Cloud applications for its essential staff 05/28/20 Okta launches integration with Amazon Web Services 04/28/20 Okta appoints David Bradbury as chief security officer NXPI NXP Semiconductors $112.03 / +0.56 (+0.50%) 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance 04/27/20 NXP Semiconductors reports Q1 gross margin 51.8% vs. 52.7& last year. NET Cloudflare $29.41 / +0.71 (+2.47%) 05/08/20 Cloudflare falls -11.7% 05/08/20 Cloudflare falls -10.8% 04/28/20 Cloudflare, JD.com partner to provide internet for global companies in China 03/24/20 Cloudflare expands Bandwidth Alliance with Alibaba Cloud partnership MRVL Marvell $35.08 / -0.1 (-0.28%) 05/28/20 Marvell up 6% to $31.72 after Q1 results beat estimates 03/04/20 Fly Intel: After Hours Movers 03/04/20 Marvell up 10% to $24.90 after Q4 results beat estimates 03/04/20 Marvell CEO says Q1 guidance reflects 'impacts we are aware of so far' MPWR Monolithic Power $229.85 / +3.02 (+1.33%) 06/02/20 Monolithic Power signs distribution agreement with Farnell electronics 04/09/20 Monolithic Power creates open-source ventilator to battle COVID-19 02/05/20 Monolithic Power increases quarterly cash dividend to 50c per share 01/07/20 Maxim Integrated files patent infringement suit against Monolithic Power Systems MDLA Medallia $26.79 / -0.21 (-0.78%) 06/02/20 Medallia down over 5% at $28.10/shr following Q1 results, Q2 outlook 06/02/20 Medallia reports Q1 subscription revenue $89.0M vs. $71.7M last year 06/02/20 Medallia sees Q2 subscription revenue $89.5M-$90.5M vs $74.5M in prior year 04/22/20 Medallia moves higher after pact to buy real-time speech to text platform Voci MDB MongoDB $208.00 / +5.86 (+2.90%) 03/18/20 MongoDB trading resumes 03/18/20 MongoDB trading halted, volatility trading pause 03/17/20 Fly Intel: After Hours Movers 03/17/20 MongoDB down 9% to $104.22 after FY21 guidance misses estimates ESTC Elastic $82.02 / +0.08 (+0.10%) 06/04/20 Elastic director Peter Fenton sells over $6M in company shares 06/03/20 Elastic down over 5% at $84.72/shr after Q4 results and initial FY21 guidance 02/26/20 Fly Intel: After Hours Movers 02/26/20 Elastic announces transition of Chief Revenue Officer Aaron Katz CYBR CyberArk $103.87 / + (+0.00%) 05/13/20 CyberArk acquires Idaptive for $70M in cash 02/12/20 Fly Intel: Pre-market Movers CTXS Citrix $141.25 / +0.99 (+0.71%) 06/02/20 BlackBerry appoints Thomas Eacobacci as president 05/17/20 Elliott added Dropbox and Oracle during Q1, exited NortonLifeLock 04/23/20 Citrix reports Q1 subscription ARR up 50% year-over-year 02/14/20 Elliott adds LogMeIn, exits Devon in Q4 CRM Salesforce $182.15 / +7.89 (+4.53%) 05/28/20 Salesforce CEO: Pipelines for Q2, Q3 'look amazing' 05/28/20 Salesforce down 3% to $176 after lowering FY21 guidance 05/28/20 AT&T, Salesforce announce multi-year strategic agreement 05/28/20 Salesforce reports remaining performance obligation ended Q1 at ~$29.3B CHKP Check Point $110.60 / -0.095 (-0.09%) 05/27/20 Check Point announces Jerry Ungerman to be appointed chairman 04/27/20 Check Point not providing Q2 outlook amid COVID-19 pandemic 04/27/20 Check Point 'committed' to long-term strategy 04/27/20 Check Point withdraws previously issued guidance for FY20 amid COVID-19 pandemic AMD AMD $57.26 / +0.86 (+1.52%) 06/08/20 AMD announced NVIDIA DGX A100 06/01/20 AMD COVID-19 HPC Fund to deliver supercomputing clusters to researchers 05/13/20 Online gaming giant Tencent delivers 26% revenue gain amid COVID shut down 04/30/20 AMD, Oxide Games announce multi-year partnership ESTC MDLA TWLO TEAM ZEN OKTA WDAY CRM NET AMD CTXS VMW CHKP MDB CYBR VRNS NXPI MPWR MRVL ESTC Elastic $82.02 / +0.08 (+0.10%) 06/04/20 DA Davidson Elastic price target raised to $100 from $70 at DA Davidson 06/04/20 Monness Crespi Elastic price target raised to $100 from $80 at Monness Crespi 06/04/20 JPMorgan Elastic price target raised to $90 from $85 at JPMorgan 06/04/20 Oppenheimer Elastic price target raised to $95 from $90 at Oppenheimer MDLA Medallia $26.79 / -0.21 (-0.78%) 06/03/20 Wells Fargo Medallia price target raised to $35 from $30 at Wells Fargo 06/03/20 SunTrust Medallia price target raised to $33 from $28 at SunTrust 06/03/20 Craig-Hallum Medallia price target raised to $35 from $30 at Craig-Hallum 06/03/20 Baird Medallia price target raised to $33 from $23 at Baird TWLO Twilio $203.07 / +9.06 (+4.67%) 06/01/20 Oppenheimer Twilio price target raised to $230 from $160 at Oppenheimer 05/29/20 Canaccord Twilio assumed with a Buy at Canaccord 05/29/20 Cowen Twilio price target raised to $230 from $180 at Cowen 05/27/20 RBC Capital Twilio price target raised to $240 from $180 at RBC Capital TEAM Atlassian $180.03 / +6.44 (+3.71%) 05/26/20 Mizuho Atlassian price target raised to $200 from $175 at Mizuho 05/15/20 FBN Securities Atlassian initiated with an Outperform at FBN Securities 05/15/20 Citi Atlassian initiated with a Buy at Citi 05/01/20 Jefferies Atlassian price target raised to $145 from $130 at Jefferies ZEN Zendesk $88.76 / +2.76 (+3.21%) 05/28/20 RBC Capital Zendesk price target raised to $100 from $85 at RBC Capital 05/28/20 Jefferies Zendesk price target raised to $91 from $85 at Jefferies 05/01/20 Piper Sandler Zendesk downgraded to Neutral from Overweight at Piper Sandler 05/01/20 Jefferies Zendesk price target raised to $85 from $80 at Jefferies OKTA Okta $181.50 / +1.34 (+0.74%) 06/03/20 Zoom Video upgraded to Buy at DA Davidson on 'huge acceleration in growth' 06/01/20 Guggenheim Okta price target raised to $200 from $145 at Guggenheim 05/29/20 DA Davidson Okta price target raised to $210 from $140 at DA Davidson 05/29/20 JPMorgan Okta price target raised to $192 from $154 at JPMorgan WDAY Workday $183.20 / +3.435 (+1.91%) 05/28/20 JPMorgan Workday price target raised to $190 from $175 at JPMorgan 05/28/20 Needham Workday price target raised to $200 from $175 at Needham 05/28/20 Wells Fargo Workday price target raised to $195 from $155 at Wells Fargo 05/28/20 Wedbush Workday price target lowered to $196 from $206 at Wedbush CRM Salesforce $182.15 / +7.89 (+4.53%) 05/29/20 Morgan Stanley Morgan Stanley remain buyers of Salesforce despite 'frustration' with margins 05/29/20 Mizuho Salesforce price target raised to $210 from $205 at Mizuho 05/29/20 Wells Fargo Salesforce price target raised to $215 from $200 at Wells Fargo NET Cloudflare $29.41 / +0.71 (+2.47%) 05/08/20 Needham Cloudflare price target raised to $32 from $24 at Needham 05/08/20 RBC Capital Cloudflare price target raised to $29 from $24 at RBC Capital 05/08/20 Jefferies Cloudflare price target raised to $27 from $20 at Jefferies 04/24/20 SunTrust Cloudflare cut to Hold at SunTrust on valuation AMD AMD $57.26 / +0.86 (+1.52%) 06/02/20 Nomura Instinet Nomura stays selective in Semis, keeps Buys on AMD and Intel 06/01/20 Northland Northland sees strong second half ahead for AMD 05/15/20 Piper Sandler Piper survey finds people are playing more video games during COVID-19 05/01/20 Loop Capital AMD price target raised to $60 from $54 at Loop Capital CTXS Citrix $141.25 / +0.99 (+0.71%) 04/24/20 Wells Fargo Citrix price target raised to $165 from $150 at Wells Fargo 04/24/20 Deutsche Bank Citrix price target raised to $200 from $175 at Deutsche Bank 04/24/20 Morgan Stanley Citrix price target raised to $165 from $160 at Morgan Stanley 04/24/20 RBC Capital Citrix price target raised to $153 from $147 at RBC Capital VMW VMware $144.77 / -1.73 (-1.18%) 05/29/20 KeyBanc VMware price target raised to $170 from $160 at KeyBanc 05/29/20 Morgan Stanley VMware price target raised to $149 from $136 at Morgan Stanley 05/29/20 RBC Capital VMware price target raised to $181 from $165 at RBC Capital 05/29/20 Mizuho VMware price target raised to $152 from $140 at Mizuho CHKP Check Point $110.60 / -0.095 (-0.09%) 05/04/20 Evercore ISI Check Point initiated with an In Line at Evercore ISI 04/28/20 Wells Fargo Check Point price target raised to $110 from $105 at Wells Fargo 04/28/20 Jefferies Check Point price target raised to $110 from $100 at Jefferies 04/06/20 OTR Global Check Point upgraded to Mixed from Negative at OTR Global MDB MongoDB $208.00 / +5.86 (+2.90%) 06/05/20 DA Davidson MongoDB price target raised to $215 from $105 at DA Davidson 06/05/20 Monness Crespi MongoDB downgraded to Neutral on 'stretched' valuation at Monness Crespi 06/05/20 Monness Crespi MongoDB downgraded to Neutral from Buy at Monness Crespi 06/05/20 Oppenheimer MongoDB price target raised to $240 from $140 at Oppenheimer CYBR CyberArk $103.87 / + (+0.00%) 05/14/20 DA Davidson CyberArk price target raised to $85 from $80 at DA Davidson 05/14/20 Guggenheim CyberArk price target lowered to $115 from $134 at Guggenheim 05/14/20 UBS CyberArk price target lowered to $94 from $104 at UBS 05/13/20 William Blair William Blair keeps Outperform on CyberArk following 'solid' quarter VRNS Varonis $86.11 / +1.54 (+1.82%) 06/10/20 RBC Capital Varonis price target raised to $96 from $81 at RBC Capital 05/05/20 DA Davidson Varonis price target raised to $85 from $65 at DA Davidson 05/05/20 Craig-Hallum Varonis downgraded to Hold at Craig-Hallum 05/05/20 Wedbush Varonis price target lowered to $88 from $105 at Wedbush NXPI NXP Semiconductors $112.03 / +0.56 (+0.50%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital MPWR Monolithic Power $229.85 / +3.02 (+1.33%) 04/29/20 Oppenheimer Monolithic Power price target raised to $210 from $200 at Oppenheimer 04/29/20 Cowen Monolithic Power price target raised to $215 from $200 at Cowen 04/29/20 Deutsche Bank Monolithic Power price target raised to $205 from $185 at Deutsche Bank 04/29/20 Raymond James Monolithic Power price target raised to $215 from $190 at Raymond James MRVL Marvell $35.08 / -0.1 (-0.28%) 05/29/20 Susquehanna Marvell delivered results beyond expectations, says Susquehanna 05/29/20 JPMorgan Marvell price target raised to $36 from $31 at JPMorgan 05/29/20 Needham Marvell price target raised to $34 from $28 at Needham 05/29/20 Rosenblatt Marvell price target raised to $42 from $32 at Rosenblatt ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $88.76 / +2.76 (+3.21%) 04/30/20 Zendesk sees Q2 revenue $237M-$243M, consensus $246.17M 04/30/20 Zendesk reports Q1 adjusted EPS 11c, consensus 6c 04/30/20 Notable companies reporting after market close 02/06/20 Zendesk sees 2020 revenue $1.05B-$1.07B, consensus $1.06B WDAY Workday $183.20 / +3.435 (+1.91%) 05/27/20 Workday lowers FY21 subscription revenue guidance to $3.67B-$3.69B 05/27/20 Workday reports Q1 EPS 44c, consensus 47c 05/27/20 Notable companies reporting after market close 02/27/20 Workday sees FY21 subscription revenue outlook of $3.755B-$3.77B VRNS Varonis $86.11 / +1.54 (+1.82%) 05/04/20 Varonis sees Q2 EPS (36c)-(34c), consensus (38c) 05/04/20 Varonis reports Q1 EPS (56c), consensus (59c) 04/06/20 Varonis reports preliminary Q1 revenue $53.9M-$54.3M, consensus $58.75M 02/10/20 Varonis sees FY20 with items EPS (93c)-(89c), consensus (54c) VMW VMware $144.77 / -1.73 (-1.18%) 05/28/20 VMware sees FY21 revenue up mid-single digits, consensus $11.61B 05/28/20 VMware sees Q2 EPS $1.44, consensus $1.44 05/28/20 VMware reports Q1 EPS $1.52, consensus $1.20 03/26/20 VMware withdraws Q1, FY21 guidance issued on February 27 TWLO Twilio $203.07 / +9.06 (+4.67%) 05/06/20 Twilio sees Q2 EPS (11c) to (8c), consensus (13c) 05/06/20 Twilio reports Q1 EPS 6c, consensus (11c) 05/06/20 Notable companies reporting after market close 02/05/20 Twilio sees FY20 adjusted EPS (20c)-(14c), consensus 24c TEAM Atlassian $180.03 / +6.44 (+3.71%) 04/30/20 Atlassian sees FY20 non-IFRS EPS $1.06-$1.12, consensus $1.08 04/30/20 Atlassian sees Q4 non-IFRS EPS 17c-22c, consensus 23c 04/30/20 Atlassian reports Q3 adjusted EPS 25c, consensus 21c 01/23/20 Atlassian sees FY20 EPS $1.03-$1.09, consensus $1.01 OKTA Okta $181.50 / +1.34 (+0.74%) 05/28/20 Okta raises FY21 adj. EPS view to (23c)-(18c) from (42c)-(37c) 05/28/20 Okta sees Q2 adjusted EPS (2c)-(1c), consensus (9c) 05/28/20 Okta reports Q1 adjusted EPS (7c), consensus (17c) 04/01/20 Okta raises FY21 EPS outlook to (36c)-(31c) from (42c)-(37c) NXPI NXP Semiconductors $112.03 / +0.56 (+0.50%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B NET Cloudflare $29.41 / +0.71 (+2.47%) 05/07/20 Cloudflare sees FY20 adjusted EPS (21c)-(19c), consensus (20c) 05/07/20 Cloudflare sees Q2 adjusted EPS (6c)-(5c), consensu (5c) 05/07/20 Cloudflare reports Q1 adjusted EPS (4c), consensus (6c) 05/07/20 Notable companies reporting after market close MRVL Marvell $35.08 / -0.1 (-0.28%) 05/28/20 Marvell sees Q2 non-GAAP EPS 17c-23c, consensus 16c 05/28/20 Marvell reports Q1 non-GAAP EPS 18c, consensus 14c 03/04/20 Marvell sees Q1 adjusted EPS 11c-17c, consensus 13c 03/04/20 Marvell reports Q4 adjusted EPS 17c, consensus 16c MPWR Monolithic Power $229.85 / +3.02 (+1.33%) 04/28/20 Monolithic Power sees Q2 revenue $167M- $173M,consensus $163.99M 04/28/20 Monolithic Power reports Q1 EPS 95c, consensus 94c 02/05/20 Monolithic Power sees Q1 revenue $161M-$167M, consensus $160.02M MDLA Medallia $26.79 / -0.21 (-0.78%) 06/02/20 Medallia reports Q1 EPS 2c, consensus (2c) 06/02/20 Notable companies reporting after market close 03/12/20 Medallia reports Q4 adjusted EPS 0c, consensus (3c) 03/12/20 Notable companies reporting after market close MDB MongoDB $208.00 / +5.86 (+2.90%) 06/04/20 MongoDB sees FY21 adjusted EPS ($1.34)-($1.21), consensus ($1.34) 06/04/20 MongoDB sees Q2 adjusted EPS (41c)-(38c), consensus (37c) 06/04/20 MongoDB reports Q1 adjusted EPS (13c), consensus (25c) 06/04/20 Notable companies reporting after market close ESTC Elastic $82.02 / +0.08 (+0.10%) 06/03/20 Elastic sees FY21 adjusted EPS (98c)-(85c), consensus ($1.34) 06/03/20 Elastic sees Q1 adjusted EPS (19c)-(17c), consensus (38c) 06/03/20 Elastic reports Q4 adjusted EPS (12c), consensus (31c) 06/03/20 Notable companies reporting after market close CYBR CyberArk $103.87 / + (+0.00%) 05/14/20 CyberArk sees Q2 EPS 17c-35c, consensus 36c 05/13/20 CyberArk withdraws FY20 guidance due to COVID-19 05/13/20 CyberArk reports Q1 EPS 50c, consensus 36c 02/12/20 CyberArk sees FY20 EPS $2.26-$2.38, consensus $2.79 CTXS Citrix $141.25 / +0.99 (+0.71%) 04/23/20 Citrix reports Q1 EPS $1.73, consensus $1.17 04/22/20 Notable companies reporting before tomorrow's open 01/22/20 Citrix sees FY20 EPS $5.35-$5.55, consensus $5.43 CRM Salesforce $182.15 / +7.89 (+4.53%) 05/28/20 Salesforce cuts FY21 adjusted EPS view to $2.93-$2.95 from $3.16-$3.18 05/28/20 Salesforce sees Q2 adjusted EPS 66c-67c, consensus 75c 05/28/20 Salesforce reports Q1 adjusted EPS 70c, consensus 69c 05/28/20 Fly Intel: What to watch in Salesforce earnings report CHKP Check Point $110.60 / -0.095 (-0.09%) 04/27/20 Check Point reports Q1 EPS $1.42, consensus $1.38 02/03/20 Check Point sees FY20 adjusted EPS $6.25-$6.65, consensus $6.44 02/03/20 Check Point sees Q1 adjusted EPS $1.37-$1.43, consensus $1.46 02/03/20 Check Point reports Q4 EPS $2.02, consensus $1.99 AMD AMD $57.26 / +0.86 (+1.52%) 04/28/20 AMD sees FY20 revenue growth 25% year-over-year 04/28/20 AMD sees Q2 revenue $1.85B, +/- $100M, consensus $1.92B 04/28/20 AMD reports Q1 EPS 18c, consensus 18c 04/28/20 Notable companies reporting after market close VMW TWLO OKTA NXPI MRVL MDLA CTXS CRM CHKP AMD VMW VMware $144.77 / -1.73 (-1.18%) 06/04/20 VMware to buy security company Lastline, cut 40% of staff, TechCrunch says 05/05/20 VMware freezing salaries, cutting executive pay amid COVID-19, BI reports 01/27/20 VMware to pay damages of almost $236M in patent infringement case, Register says TWLO Twilio $203.07 / +9.06 (+4.67%) 01/22/20 Hedgeye adds Twilio to best idea long list, Bloomberg says OKTA Okta $181.50 / +1.34 (+0.74%) 05/28/20 Notable companies reporting after market close NXPI NXP Semiconductors $112.03 / +0.56 (+0.50%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports MRVL Marvell $35.08 / -0.1 (-0.28%) 01/28/20 Possibly final version of Senate's SMART Act inroduced, Multichannel reports MDLA Medallia $26.79 / -0.21 (-0.78%) 03/17/20 Prescience Point issues follow-up short report on Medallia, sees 35% downside 01/16/20 Medallia named as short by Prescience Point, sees 55% downside CTXS Citrix $141.25 / +0.99 (+0.71%) 12/23/19 Citrix flaw may expose thousands of firms to attacks, Bleeping Computer says CRM Salesforce $182.15 / +7.89 (+4.53%) 03/25/20 Salesforce CEO says no 'significant' layoffs over next 90 days, CNBC reports 03/16/20 Tech executives plan investment blitz to combat COVID-19, CNBC reports 03/03/20 Amazon, Intel back out of HIMSS conference amid coronavirus, CNBC reports CHKP Check Point $110.60 / -0.095 (-0.09%) 03/16/20 HHS suffers cyber-attack amid COVID-19 outbreak, Bloomberg reports 02/20/20 DISA suffered breach of secure communications network, Reuters reports AMD AMD $57.26 / +0.86 (+1.52%) 06/04/20 AMD to launch PS5, Xbox Series X GPUs for PC first, Gamespot says 05/13/20 FalconX raises $17M to support its crypto trading service, TechCrunch says 04/24/20 Nvidia's reportedly ordering 5nm chips for a 'mystery' product, TechRadar says 04/23/20 TSMC seeing ramp-up in orders from AMD, Nvidia, DigiTimes reports ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $88.76 / +2.76 (+3.21%) 01/29/20 Fly Intel: What to watch in Microsoft earnings report 01/23/20 Piper lists 10 strategic M&A opportunities for Microsoft in 'defining' 2020 WDAY Workday $183.20 / +3.435 (+1.91%) 05/28/20 Fly Intel: Pre-market Movers 05/27/20 Fly Intel: After-Hours Movers 05/05/20 L Brands, Harley-Davidson upgrades among today's top calls on Wall Street 04/20/20 Fly Insider: Gamestop, SharpSpring among week's notable insider trades VRNS Varonis $86.11 / +1.54 (+1.82%) 05/05/20 Fly Intel: After-Hours Movers 04/06/20 Fly Intel: After-Hours Movers VMW VMware $144.77 / -1.73 (-1.18%) 03/26/20 Fly Intel: After-Hours Movers 02/28/20 Fly Intel: Pre-market Movers TWLO Twilio $203.07 / +9.06 (+4.67%) 05/07/20 Fly Intel: Wall Street's top stories for Thursday 05/07/20 Fly Intel: Wall Street's top stories at midday 05/06/20 Fly Intel: After-Hours Movers 04/30/20 Competition seen ramping for Teladoc as Twilio powers Epic's new offering TEAM Atlassian $180.03 / +6.44 (+3.71%) 04/30/20 Fly Intel: After-Hours Movers 01/24/20 Fly Intel: Wall Street's top stories for Friday 01/24/20 Fly Intel: Wall Street's top stories at midday OKTA Okta $181.50 / +1.34 (+0.74%) 06/03/20 Zoom Video rises as upgrades follow 'historic' quarter boosted by WFH 06/03/20 Gilead, Zoom Video upgrades among today's top calls on Wall Street 05/28/20 Fly Intel: After-Hours Movers NXPI NXP Semiconductors $112.03 / +0.56 (+0.50%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday NET Cloudflare $29.41 / +0.71 (+2.47%) 05/08/20 Fly Intel: Wall Street's top stories for Friday 05/08/20 Fly Intel: Wall Street's top stories at midday 05/07/20 Fly Intel: After-Hours Movers MRVL Marvell $35.08 / -0.1 (-0.28%) 03/05/20 Fly Intel: Wall Street's top stories for Thursday 03/05/20 Fly Intel: Wall Street's top stories at midday MPWR Monolithic Power $229.85 / +3.02 (+1.33%) 12/31/19 Analysts raise Nvidia, AMD targets ahead of growth expected in 2020 MDLA Medallia $26.79 / -0.21 (-0.78%) 06/02/20 Fly Intel: After-Hours Movers MDB MongoDB $208.00 / +5.86 (+2.90%) 06/04/20 Fly Intel: After-Hours Movers 03/18/20 Fly Intel: Wall Street's top stories at midday ESTC Elastic $82.02 / +0.08 (+0.10%) 06/03/20 Fly Intel: After-Hours Movers CYBR CyberArk $103.87 / + (+0.00%) 05/13/20 Fly Intel: Pre-market Movers 02/13/20 Street Fight: Analysts diverge on CyberArk after quarterly results 02/13/20 Caterpillar upgrade, Shopify downgrade among today's top analyst calls CTXS Citrix $141.25 / +0.99 (+0.71%) 04/23/20 Fly Intel: Pre-market Movers 01/23/20 Fly Intel: Wall Street's top stories for Thursday CRM Salesforce $182.15 / +7.89 (+4.53%) 05/29/20 Fly Intel: Wall Street's top stories for Friday 05/29/20 Fly Intel: Wall Street's top stories at midday 05/29/20 Fly Intel: Pre-market Movers CHKP Check Point $110.60 / -0.095 (-0.09%) 04/27/20 Fly Intel: Pre-market Movers 02/22/20 Week in Review: How Trump's policies moved stocks 01/14/20 Apple downgrade, Tesla price target raises among today's top Wall Street calls AMD AMD $57.26 / +0.86 (+1.52%) 06/08/20 Fly Insider: Danaher, AMD among week's notable insider transactions 06/05/20 The Intersection: Crypto and Wall Street This Week 05/29/20 The Intersection: Crypto and Wall Street This Week 05/22/20 The Intersection: Crypto and Wall Street This Week 06/08/20 Virtual Software & Semiconductor Bus Tour 06/12/20 FBN Silicon Valley Tech Virtual Tour 06/15/20 FBN Silicon Valley Tech Virtual Tour 09/14/20 ShopTalk 2020 06/17/20 Twilio - TWLO 06/11/20 CyberArk 06/11/20 Monolithic Power Systems, Inc. 06/11/20 Salesforce.com, Inc. 06/16/20 Okta, Inc. 07/10/20 MongoDB, Inc. WDAY VMW TWLO TEAM OKTA NXPI NET MRVL MDLA MDB ESTC CTXS CRM AMD WDAY Workday $183.20 / +3.435 (+1.91%) 05/27/20 Workday options imply 10.2% move in share price post-earnings 05/13/20 Workday put volume heavy and directionally bearish 05/01/20 Workday call volume above normal and directionally bullish 04/01/20 Workday call volume above normal and directionally bullish VMW VMware $144.77 / -1.73 (-1.18%) 01/24/20 Unusually active option classes on open January 24th TWLO Twilio $203.07 / +9.06 (+4.67%) 05/22/20 Twilio call volume above normal and directionally bullish 05/13/20 Unusually active option classes on open May 13th 05/08/20 Unusually active option classes on open May 8th 04/30/20 Twilio call volume above normal and directionally bullish TEAM Atlassian $180.03 / +6.44 (+3.71%) 06/02/20 Atlassian put volume heavy and directionally bearish 05/27/20 Atlassian put volume heavy and directionally bearish 01/09/20 Atlassian call volume above normal and directionally bullish OKTA Okta $181.50 / +1.34 (+0.74%) 03/18/20 Okta put volume heavy and directionally bearish 03/05/20 Okta options imply 11.2% move in share price post-earnings 12/30/19 Okta put volume heavy and directionally bearish NXPI NXP Semiconductors $112.03 / +0.56 (+0.50%) 06/10/20 NXP Semiconductors call volume above normal and directionally bullish 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings 01/23/20 NXP Semiconductors call volume above normal and directionally bullish NET Cloudflare $29.41 / +0.71 (+2.47%) 06/01/20 Cloudflare call volume above normal and directionally bullish 05/12/20 Cloudflare call volume above normal and directionally bullish 05/07/20 Unusually active option classes on open May 7th 04/16/20 Cloudflare call volume above normal and directionally bullish MRVL Marvell $35.08 / -0.1 (-0.28%) 05/28/20 Marvell options imply 7.0% move in share price post-earnings 05/21/20 Marvell call volume above normal and directionally bullish 05/19/20 Marvell call volume above normal and directionally bullish 04/27/20 Marvell call volume above normal and directionally bullish MDLA Medallia $26.79 / -0.21 (-0.78%) 02/05/20 Medallia call volume above normal and directionally bullish 01/13/20 Medallia put volume heavy and directionally bearish 01/08/20 Medallia put volume heavy and directionally bearish 12/16/19 Largest borrow rate increases among liquid names MDB MongoDB $208.00 / +5.86 (+2.90%) 03/17/20 MongoDB options imply 21.7% move in share price post-earnings 01/29/20 MongoDB call volume above normal and directionally bullish 01/02/20 MongoDB call volume above normal and directionally bullish ESTC Elastic $82.02 / +0.08 (+0.10%) 06/03/20 Elastic NV options imply 15.3% move in share price post-earnings 03/11/20 Elastic NV call volume above normal and directionally bullish CTXS Citrix $141.25 / +0.99 (+0.71%) 05/29/20 Early notable gainers among liquid option names on May 29th 03/18/20 Early notable gainers among liquid option names on March 18th 03/06/20 Early notable gainers among liquid option names on March 6th 01/23/20 Early notable gainers among liquid option names on January 23rd CRM Salesforce $182.15 / +7.89 (+4.53%) 05/28/20 Salesforce options imply 5.6% move in share price post-earnings 05/12/20 Unusually active option classes on open May 12th 05/07/20 Salesforce call volume above normal and directionally bullish 04/21/20 Salesforce put volume heavy and directionally bearish AMD AMD $57.26 / +0.86 (+1.52%) 06/04/20 Notable open interest changes for June 4th 05/28/20 Notable open interest changes for May 28th 05/21/20 Unusual call flow in option market yesterday 05/20/20 Calls lead puts 5:2 in Advanced Micro as shares continue to climb
Options	NXP Semiconductors call volume above normal and directionally bullish » 13:25 06/10/20 06/10 13:25 06/10/20 13:25 NXPI NXP Semiconductors $110.54 / -0.93 (-0.83%) Bullish option flow… Bullish option flow detected in NXP Semiconductors with 5,716 calls trading, 1.6x expected, and implied vol increasing over 1 point to 53.45%. Sep-20 125 calls and Jul-20 120 calls are the most active options, with total volume in those strikes near 3,800 contracts. The Put/Call Ratio is 0.11. Earnings are expected on July 27th. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Options NXPI NXP Semiconductors $110.54 / -0.93 (-0.83%) 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance 04/27/20 NXP Semiconductors reports Q1 gross margin 51.8% vs. 52.7& last year. NXPI NXP Semiconductors $110.54 / -0.93 (-0.83%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital NXPI NXP Semiconductors $110.54 / -0.93 (-0.83%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B NXPI NXP Semiconductors $110.54 / -0.93 (-0.83%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports NXPI NXP Semiconductors $110.54 / -0.93 (-0.83%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday NXPI NXP Semiconductors $110.54 / -0.93 (-0.83%) 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings 01/23/20 NXP Semiconductors call volume above normal and directionally bullish 01/07/20 Unusually active option classes on open January 7th
Conference/Events	Oppenheimer to hold a virtual bus tour » 04:55 06/10/20 06/10 04:55 06/10/20 04:55 ESTC Elastic $81.94 / -0.28 (-0.34%) , MDLA Medallia $27.00 / -0.545 (-1.98%) , TWLO Twilio $194.01 / -2.61 (-1.33%) , TEAM Atlassian $173.87 / -1.28 (-0.73%) , ZEN Zendesk $86.00 / +1.1 (+1.30%) , OKTA Okta $181.00 / -4.11 (-2.22%) , WDAY Workday $179.77 / -1.615 (-0.89%) , CRM Salesforce $174.26 / -2.31 (-1.31%) , NET Cloudflare $28.70 / -0.42 (-1.44%) , AMD AMD $56.15 / +3.175 (+5.99%) , CTXS Citrix $140.26 / +0.5 (+0.36%) , VMW VMware $146.50 / -5.35 (-3.52%) , CHKP Check Point $110.69 / -0.87 (-0.78%) , MDB MongoDB $201.70 / -2.16 (-1.06%) , CYBR CyberArk $103.87 / -2.26 (-2.13%) , VRNS Varonis $84.57 / -3.61 (-4.09%) , NXPI NXP Semiconductors $111.35 / -2.65 (-2.32%) , MPWR Monolithic Power $226.83 / -2.7 (-1.18%) , MRVL Marvell $35.17 / +0.23 (+0.66%) Virtual Software &… Virtual Software & Semiconductor Bus Tour will be held on June 8-12. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $86.00 / +1.1 (+1.30%) 03/24/20 Zendesk announces strategic alliance with Tata Consultancy Services 03/03/20 Zendesk falls -6.0% 02/06/20 Fly Intel: After Hours Movers 01/06/20 Nice announces joint partner agreement with Zendesk WDAY Workday $179.77 / -1.615 (-0.89%) 05/27/20 Workday up 5.95% after reporting Q1 earnings 05/27/20 Workday, Microsoft announce strategic partnership 05/27/20 Workday announces new partnership with Salesforce 05/18/20 Workday announces new date for Q1 results VRNS Varonis $84.57 / -3.61 (-4.09%) 02/10/20 Fly Intel: After Hours Movers VMW VMware $146.50 / -5.35 (-3.52%) 06/04/20 VMware to acquire network security firm Lastline 06/02/20 VMware appoints Carol Carpenter as Chief Marketing Officer 05/28/20 VMware says it is pleased with sales execution in Q1 05/28/20 Dell Technologies reports Q1 VMware revenue $2.8B, up 12% TWLO Twilio $194.01 / -2.61 (-1.33%) 05/22/20 Twilio jumps 4% after New York City selects for COVID contact tracing 05/22/20 Twilio providing communications for New York City's COVID contact tracing 05/15/20 Red Lion Hotels CFO Nate Troup to depart 05/13/20 Twilio to power Zocdoc's HIPAA-compliant telehealth video service TEAM Atlassian $173.87 / -1.28 (-0.73%) 05/29/20 Atlassian co-CEOs adopt new 10b5-1 trading plans 05/15/20 Lone Pine buys Visa, exits Salesforce in Q1 01/24/20 Fly Intel: Pre-market Movers 01/23/20 Fly Intel: After Hours Movers OKTA Okta $181.00 / -4.11 (-2.22%) 05/28/20 Okta drops 3% to $178.00 following Q1 results 05/28/20 FedEx deploys Okta Identity Cloud applications for its essential staff 05/28/20 Okta launches integration with Amazon Web Services 04/28/20 Okta appoints David Bradbury as chief security officer NXPI NXP Semiconductors $111.35 / -2.65 (-2.32%) 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance 04/27/20 NXP Semiconductors reports Q1 gross margin 51.8% vs. 52.7& last year. NET Cloudflare $28.70 / -0.42 (-1.44%) 05/08/20 Cloudflare falls -11.7% 05/08/20 Cloudflare falls -10.8% 04/28/20 Cloudflare, JD.com partner to provide internet for global companies in China 03/24/20 Cloudflare expands Bandwidth Alliance with Alibaba Cloud partnership MRVL Marvell $35.17 / +0.23 (+0.66%) 05/28/20 Marvell up 6% to $31.72 after Q1 results beat estimates 03/04/20 Fly Intel: After Hours Movers 03/04/20 Marvell up 10% to $24.90 after Q4 results beat estimates 03/04/20 Marvell CEO says Q1 guidance reflects 'impacts we are aware of so far' MPWR Monolithic Power $226.83 / -2.7 (-1.18%) 06/02/20 Monolithic Power signs distribution agreement with Farnell electronics 04/09/20 Monolithic Power creates open-source ventilator to battle COVID-19 02/05/20 Monolithic Power increases quarterly cash dividend to 50c per share 01/07/20 Maxim Integrated files patent infringement suit against Monolithic Power Systems MDLA Medallia $27.00 / -0.545 (-1.98%) 06/02/20 Medallia down over 5% at $28.10/shr following Q1 results, Q2 outlook 06/02/20 Medallia reports Q1 subscription revenue $89.0M vs. $71.7M last year 06/02/20 Medallia sees Q2 subscription revenue $89.5M-$90.5M vs $74.5M in prior year 04/22/20 Medallia moves higher after pact to buy real-time speech to text platform Voci MDB MongoDB $201.70 / -2.16 (-1.06%) 03/18/20 MongoDB trading resumes 03/18/20 MongoDB trading halted, volatility trading pause 03/17/20 Fly Intel: After Hours Movers 03/17/20 MongoDB down 9% to $104.22 after FY21 guidance misses estimates ESTC Elastic $81.94 / -0.28 (-0.34%) 06/04/20 Elastic director Peter Fenton sells over $6M in company shares 06/03/20 Elastic down over 5% at $84.72/shr after Q4 results and initial FY21 guidance 02/26/20 Fly Intel: After Hours Movers 02/26/20 Elastic announces transition of Chief Revenue Officer Aaron Katz CYBR CyberArk $103.87 / -2.26 (-2.13%) 05/13/20 CyberArk acquires Idaptive for $70M in cash 02/12/20 Fly Intel: Pre-market Movers CTXS Citrix $140.26 / +0.5 (+0.36%) 06/02/20 BlackBerry appoints Thomas Eacobacci as president 05/17/20 Elliott added Dropbox and Oracle during Q1, exited NortonLifeLock 04/23/20 Citrix reports Q1 subscription ARR up 50% year-over-year 02/14/20 Elliott adds LogMeIn, exits Devon in Q4 CRM Salesforce $174.26 / -2.31 (-1.31%) 05/28/20 Salesforce CEO: Pipelines for Q2, Q3 'look amazing' 05/28/20 Salesforce down 3% to $176 after lowering FY21 guidance 05/28/20 AT&T, Salesforce announce multi-year strategic agreement 05/28/20 Salesforce reports remaining performance obligation ended Q1 at ~$29.3B CHKP Check Point $110.69 / -0.87 (-0.78%) 05/27/20 Check Point announces Jerry Ungerman to be appointed chairman 04/27/20 Check Point not providing Q2 outlook amid COVID-19 pandemic 04/27/20 Check Point 'committed' to long-term strategy 04/27/20 Check Point withdraws previously issued guidance for FY20 amid COVID-19 pandemic AMD AMD $56.15 / +3.175 (+5.99%) 06/08/20 AMD announced NVIDIA DGX A100 06/01/20 AMD COVID-19 HPC Fund to deliver supercomputing clusters to researchers 05/13/20 Online gaming giant Tencent delivers 26% revenue gain amid COVID shut down 04/30/20 AMD, Oxide Games announce multi-year partnership ESTC MDLA TWLO TEAM ZEN OKTA WDAY CRM NET AMD CTXS VMW CHKP MDB CYBR VRNS NXPI MPWR MRVL ESTC Elastic $81.94 / -0.28 (-0.34%) 06/04/20 DA Davidson Elastic price target raised to $100 from $70 at DA Davidson 06/04/20 Monness Crespi Elastic price target raised to $100 from $80 at Monness Crespi 06/04/20 JPMorgan Elastic price target raised to $90 from $85 at JPMorgan 06/04/20 Oppenheimer Elastic price target raised to $95 from $90 at Oppenheimer MDLA Medallia $27.00 / -0.545 (-1.98%) 06/03/20 Wells Fargo Medallia price target raised to $35 from $30 at Wells Fargo 06/03/20 SunTrust Medallia price target raised to $33 from $28 at SunTrust 06/03/20 Craig-Hallum Medallia price target raised to $35 from $30 at Craig-Hallum 06/03/20 Baird Medallia price target raised to $33 from $23 at Baird TWLO Twilio $194.01 / -2.61 (-1.33%) 06/01/20 Oppenheimer Twilio price target raised to $230 from $160 at Oppenheimer 05/29/20 Canaccord Twilio assumed with a Buy at Canaccord 05/29/20 Cowen Twilio price target raised to $230 from $180 at Cowen 05/27/20 RBC Capital Twilio price target raised to $240 from $180 at RBC Capital TEAM Atlassian $173.87 / -1.28 (-0.73%) 05/26/20 Mizuho Atlassian price target raised to $200 from $175 at Mizuho 05/15/20 FBN Securities Atlassian initiated with an Outperform at FBN Securities 05/15/20 Citi Atlassian initiated with a Buy at Citi 05/01/20 Jefferies Atlassian price target raised to $145 from $130 at Jefferies ZEN Zendesk $86.00 / +1.1 (+1.30%) 05/28/20 RBC Capital Zendesk price target raised to $100 from $85 at RBC Capital 05/28/20 Jefferies Zendesk price target raised to $91 from $85 at Jefferies 05/01/20 Piper Sandler Zendesk downgraded to Neutral from Overweight at Piper Sandler 05/01/20 Jefferies Zendesk price target raised to $85 from $80 at Jefferies OKTA Okta $181.00 / -4.11 (-2.22%) 06/03/20 Zoom Video upgraded to Buy at DA Davidson on 'huge acceleration in growth' 06/01/20 Guggenheim Okta price target raised to $200 from $145 at Guggenheim 05/29/20 DA Davidson Okta price target raised to $210 from $140 at DA Davidson 05/29/20 JPMorgan Okta price target raised to $192 from $154 at JPMorgan WDAY Workday $179.77 / -1.615 (-0.89%) 05/28/20 JPMorgan Workday price target raised to $190 from $175 at JPMorgan 05/28/20 Needham Workday price target raised to $200 from $175 at Needham 05/28/20 Wells Fargo Workday price target raised to $195 from $155 at Wells Fargo 05/28/20 Wedbush Workday price target lowered to $196 from $206 at Wedbush CRM Salesforce $174.26 / -2.31 (-1.31%) 05/29/20 Morgan Stanley Morgan Stanley remain buyers of Salesforce despite 'frustration' with margins 05/29/20 Mizuho Salesforce price target raised to $210 from $205 at Mizuho 05/29/20 Wells Fargo Salesforce price target raised to $215 from $200 at Wells Fargo NET Cloudflare $28.70 / -0.42 (-1.44%) 05/08/20 Needham Cloudflare price target raised to $32 from $24 at Needham 05/08/20 RBC Capital Cloudflare price target raised to $29 from $24 at RBC Capital 05/08/20 Jefferies Cloudflare price target raised to $27 from $20 at Jefferies 04/24/20 SunTrust Cloudflare cut to Hold at SunTrust on valuation AMD AMD $56.15 / +3.175 (+5.99%) 06/02/20 Nomura Instinet Nomura stays selective in Semis, keeps Buys on AMD and Intel 06/01/20 Northland Northland sees strong second half ahead for AMD 05/15/20 Piper Sandler Piper survey finds people are playing more video games during COVID-19 05/01/20 Loop Capital AMD price target raised to $60 from $54 at Loop Capital CTXS Citrix $140.26 / +0.5 (+0.36%) 04/24/20 Wells Fargo Citrix price target raised to $165 from $150 at Wells Fargo 04/24/20 Deutsche Bank Citrix price target raised to $200 from $175 at Deutsche Bank 04/24/20 Morgan Stanley Citrix price target raised to $165 from $160 at Morgan Stanley 04/24/20 RBC Capital Citrix price target raised to $153 from $147 at RBC Capital VMW VMware $146.50 / -5.35 (-3.52%) 05/29/20 KeyBanc VMware price target raised to $170 from $160 at KeyBanc 05/29/20 Morgan Stanley VMware price target raised to $149 from $136 at Morgan Stanley 05/29/20 RBC Capital VMware price target raised to $181 from $165 at RBC Capital 05/29/20 Mizuho VMware price target raised to $152 from $140 at Mizuho CHKP Check Point $110.69 / -0.87 (-0.78%) 05/04/20 Evercore ISI Check Point initiated with an In Line at Evercore ISI 04/28/20 Wells Fargo Check Point price target raised to $110 from $105 at Wells Fargo 04/28/20 Jefferies Check Point price target raised to $110 from $100 at Jefferies 04/06/20 OTR Global Check Point upgraded to Mixed from Negative at OTR Global MDB MongoDB $201.70 / -2.16 (-1.06%) 06/05/20 DA Davidson MongoDB price target raised to $215 from $105 at DA Davidson 06/05/20 Monness Crespi MongoDB downgraded to Neutral on 'stretched' valuation at Monness Crespi 06/05/20 Monness Crespi MongoDB downgraded to Neutral from Buy at Monness Crespi 06/05/20 Oppenheimer MongoDB price target raised to $240 from $140 at Oppenheimer CYBR CyberArk $103.87 / -2.26 (-2.13%) 05/14/20 DA Davidson CyberArk price target raised to $85 from $80 at DA Davidson 05/14/20 Guggenheim CyberArk price target lowered to $115 from $134 at Guggenheim 05/14/20 UBS CyberArk price target lowered to $94 from $104 at UBS 05/13/20 William Blair William Blair keeps Outperform on CyberArk following 'solid' quarter VRNS Varonis $84.57 / -3.61 (-4.09%) 05/05/20 DA Davidson Varonis price target raised to $85 from $65 at DA Davidson 05/05/20 Craig-Hallum Varonis downgraded to Hold at Craig-Hallum 05/05/20 Wedbush Varonis price target lowered to $88 from $105 at Wedbush 05/05/20 Craig-Hallum Varonis downgraded to Hold from Buy at Craig-Hallum NXPI NXP Semiconductors $111.35 / -2.65 (-2.32%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital MPWR Monolithic Power $226.83 / -2.7 (-1.18%) 04/29/20 Oppenheimer Monolithic Power price target raised to $210 from $200 at Oppenheimer 04/29/20 Cowen Monolithic Power price target raised to $215 from $200 at Cowen 04/29/20 Deutsche Bank Monolithic Power price target raised to $205 from $185 at Deutsche Bank 04/29/20 Raymond James Monolithic Power price target raised to $215 from $190 at Raymond James MRVL Marvell $35.17 / +0.23 (+0.66%) 05/29/20 Susquehanna Marvell delivered results beyond expectations, says Susquehanna 05/29/20 JPMorgan Marvell price target raised to $36 from $31 at JPMorgan 05/29/20 Needham Marvell price target raised to $34 from $28 at Needham 05/29/20 Rosenblatt Marvell price target raised to $42 from $32 at Rosenblatt ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $86.00 / +1.1 (+1.30%) 04/30/20 Zendesk sees Q2 revenue $237M-$243M, consensus $246.17M 04/30/20 Zendesk reports Q1 adjusted EPS 11c, consensus 6c 04/30/20 Notable companies reporting after market close 02/06/20 Zendesk sees 2020 revenue $1.05B-$1.07B, consensus $1.06B WDAY Workday $179.77 / -1.615 (-0.89%) 05/27/20 Workday lowers FY21 subscription revenue guidance to $3.67B-$3.69B 05/27/20 Workday reports Q1 EPS 44c, consensus 47c 05/27/20 Notable companies reporting after market close 02/27/20 Workday sees FY21 subscription revenue outlook of $3.755B-$3.77B VRNS Varonis $84.57 / -3.61 (-4.09%) 05/04/20 Varonis sees Q2 EPS (36c)-(34c), consensus (38c) 05/04/20 Varonis reports Q1 EPS (56c), consensus (59c) 04/06/20 Varonis reports preliminary Q1 revenue $53.9M-$54.3M, consensus $58.75M 02/10/20 Varonis sees FY20 with items EPS (93c)-(89c), consensus (54c) VMW VMware $146.50 / -5.35 (-3.52%) 05/28/20 VMware sees FY21 revenue up mid-single digits, consensus $11.61B 05/28/20 VMware sees Q2 EPS $1.44, consensus $1.44 05/28/20 VMware reports Q1 EPS $1.52, consensus $1.20 03/26/20 VMware withdraws Q1, FY21 guidance issued on February 27 TWLO Twilio $194.01 / -2.61 (-1.33%) 05/06/20 Twilio sees Q2 EPS (11c) to (8c), consensus (13c) 05/06/20 Twilio reports Q1 EPS 6c, consensus (11c) 05/06/20 Notable companies reporting after market close 02/05/20 Twilio sees FY20 adjusted EPS (20c)-(14c), consensus 24c TEAM Atlassian $173.87 / -1.28 (-0.73%) 04/30/20 Atlassian sees FY20 non-IFRS EPS $1.06-$1.12, consensus $1.08 04/30/20 Atlassian sees Q4 non-IFRS EPS 17c-22c, consensus 23c 04/30/20 Atlassian reports Q3 adjusted EPS 25c, consensus 21c 01/23/20 Atlassian sees FY20 EPS $1.03-$1.09, consensus $1.01 OKTA Okta $181.00 / -4.11 (-2.22%) 05/28/20 Okta raises FY21 adj. EPS view to (23c)-(18c) from (42c)-(37c) 05/28/20 Okta sees Q2 adjusted EPS (2c)-(1c), consensus (9c) 05/28/20 Okta reports Q1 adjusted EPS (7c), consensus (17c) 04/01/20 Okta raises FY21 EPS outlook to (36c)-(31c) from (42c)-(37c) NXPI NXP Semiconductors $111.35 / -2.65 (-2.32%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B NET Cloudflare $28.70 / -0.42 (-1.44%) 05/07/20 Cloudflare sees FY20 adjusted EPS (21c)-(19c), consensus (20c) 05/07/20 Cloudflare sees Q2 adjusted EPS (6c)-(5c), consensu (5c) 05/07/20 Cloudflare reports Q1 adjusted EPS (4c), consensus (6c) 05/07/20 Notable companies reporting after market close MRVL Marvell $35.17 / +0.23 (+0.66%) 05/28/20 Marvell sees Q2 non-GAAP EPS 17c-23c, consensus 16c 05/28/20 Marvell reports Q1 non-GAAP EPS 18c, consensus 14c 03/04/20 Marvell sees Q1 adjusted EPS 11c-17c, consensus 13c 03/04/20 Marvell reports Q4 adjusted EPS 17c, consensus 16c MPWR Monolithic Power $226.83 / -2.7 (-1.18%) 04/28/20 Monolithic Power sees Q2 revenue $167M- $173M,consensus $163.99M 04/28/20 Monolithic Power reports Q1 EPS 95c, consensus 94c 02/05/20 Monolithic Power sees Q1 revenue $161M-$167M, consensus $160.02M MDLA Medallia $27.00 / -0.545 (-1.98%) 06/02/20 Medallia reports Q1 EPS 2c, consensus (2c) 06/02/20 Notable companies reporting after market close 03/12/20 Medallia reports Q4 adjusted EPS 0c, consensus (3c) 03/12/20 Notable companies reporting after market close MDB MongoDB $201.70 / -2.16 (-1.06%) 06/04/20 MongoDB sees FY21 adjusted EPS ($1.34)-($1.21), consensus ($1.34) 06/04/20 MongoDB sees Q2 adjusted EPS (41c)-(38c), consensus (37c) 06/04/20 MongoDB reports Q1 adjusted EPS (13c), consensus (25c) 06/04/20 Notable companies reporting after market close ESTC Elastic $81.94 / -0.28 (-0.34%) 06/03/20 Elastic sees FY21 adjusted EPS (98c)-(85c), consensus ($1.34) 06/03/20 Elastic sees Q1 adjusted EPS (19c)-(17c), consensus (38c) 06/03/20 Elastic reports Q4 adjusted EPS (12c), consensus (31c) 06/03/20 Notable companies reporting after market close CYBR CyberArk $103.87 / -2.26 (-2.13%) 05/14/20 CyberArk sees Q2 EPS 17c-35c, consensus 36c 05/13/20 CyberArk withdraws FY20 guidance due to COVID-19 05/13/20 CyberArk reports Q1 EPS 50c, consensus 36c 02/12/20 CyberArk sees FY20 EPS $2.26-$2.38, consensus $2.79 CTXS Citrix $140.26 / +0.5 (+0.36%) 04/23/20 Citrix reports Q1 EPS $1.73, consensus $1.17 04/22/20 Notable companies reporting before tomorrow's open 01/22/20 Citrix sees FY20 EPS $5.35-$5.55, consensus $5.43 CRM Salesforce $174.26 / -2.31 (-1.31%) 05/28/20 Salesforce cuts FY21 adjusted EPS view to $2.93-$2.95 from $3.16-$3.18 05/28/20 Salesforce sees Q2 adjusted EPS 66c-67c, consensus 75c 05/28/20 Salesforce reports Q1 adjusted EPS 70c, consensus 69c 05/28/20 Fly Intel: What to watch in Salesforce earnings report CHKP Check Point $110.69 / -0.87 (-0.78%) 04/27/20 Check Point reports Q1 EPS $1.42, consensus $1.38 02/03/20 Check Point sees FY20 adjusted EPS $6.25-$6.65, consensus $6.44 02/03/20 Check Point sees Q1 adjusted EPS $1.37-$1.43, consensus $1.46 02/03/20 Check Point reports Q4 EPS $2.02, consensus $1.99 AMD AMD $56.15 / +3.175 (+5.99%) 04/28/20 AMD sees FY20 revenue growth 25% year-over-year 04/28/20 AMD sees Q2 revenue $1.85B, +/- $100M, consensus $1.92B 04/28/20 AMD reports Q1 EPS 18c, consensus 18c 04/28/20 Notable companies reporting after market close VMW TWLO OKTA NXPI MRVL MDLA CTXS CRM CHKP AMD VMW VMware $146.50 / -5.35 (-3.52%) 06/04/20 VMware to buy security company Lastline, cut 40% of staff, TechCrunch says 05/05/20 VMware freezing salaries, cutting executive pay amid COVID-19, BI reports 01/27/20 VMware to pay damages of almost $236M in patent infringement case, Register says TWLO Twilio $194.01 / -2.61 (-1.33%) 01/22/20 Hedgeye adds Twilio to best idea long list, Bloomberg says OKTA Okta $181.00 / -4.11 (-2.22%) 05/28/20 Notable companies reporting after market close NXPI NXP Semiconductors $111.35 / -2.65 (-2.32%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports MRVL Marvell $35.17 / +0.23 (+0.66%) 01/28/20 Possibly final version of Senate's SMART Act inroduced, Multichannel reports MDLA Medallia $27.00 / -0.545 (-1.98%) 03/17/20 Prescience Point issues follow-up short report on Medallia, sees 35% downside 01/16/20 Medallia named as short by Prescience Point, sees 55% downside CTXS Citrix $140.26 / +0.5 (+0.36%) 12/23/19 Citrix flaw may expose thousands of firms to attacks, Bleeping Computer says CRM Salesforce $174.26 / -2.31 (-1.31%) 03/25/20 Salesforce CEO says no 'significant' layoffs over next 90 days, CNBC reports 03/16/20 Tech executives plan investment blitz to combat COVID-19, CNBC reports 03/03/20 Amazon, Intel back out of HIMSS conference amid coronavirus, CNBC reports CHKP Check Point $110.69 / -0.87 (-0.78%) 03/16/20 HHS suffers cyber-attack amid COVID-19 outbreak, Bloomberg reports 02/20/20 DISA suffered breach of secure communications network, Reuters reports AMD AMD $56.15 / +3.175 (+5.99%) 06/04/20 AMD to launch PS5, Xbox Series X GPUs for PC first, Gamespot says 05/13/20 FalconX raises $17M to support its crypto trading service, TechCrunch says 04/24/20 Nvidia's reportedly ordering 5nm chips for a 'mystery' product, TechRadar says 04/23/20 TSMC seeing ramp-up in orders from AMD, Nvidia, DigiTimes reports ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $86.00 / +1.1 (+1.30%) 01/29/20 Fly Intel: What to watch in Microsoft earnings report 01/23/20 Piper lists 10 strategic M&A opportunities for Microsoft in 'defining' 2020 WDAY Workday $179.77 / -1.615 (-0.89%) 05/28/20 Fly Intel: Pre-market Movers 05/27/20 Fly Intel: After-Hours Movers 05/05/20 L Brands, Harley-Davidson upgrades among today's top calls on Wall Street 04/20/20 Fly Insider: Gamestop, SharpSpring among week's notable insider trades VRNS Varonis $84.57 / -3.61 (-4.09%) 05/05/20 Fly Intel: After-Hours Movers 04/06/20 Fly Intel: After-Hours Movers VMW VMware $146.50 / -5.35 (-3.52%) 03/26/20 Fly Intel: After-Hours Movers 02/28/20 Fly Intel: Pre-market Movers TWLO Twilio $194.01 / -2.61 (-1.33%) 05/07/20 Fly Intel: Wall Street's top stories for Thursday 05/07/20 Fly Intel: Wall Street's top stories at midday 05/06/20 Fly Intel: After-Hours Movers 04/30/20 Competition seen ramping for Teladoc as Twilio powers Epic's new offering TEAM Atlassian $173.87 / -1.28 (-0.73%) 04/30/20 Fly Intel: After-Hours Movers 01/24/20 Fly Intel: Wall Street's top stories for Friday 01/24/20 Fly Intel: Wall Street's top stories at midday OKTA Okta $181.00 / -4.11 (-2.22%) 06/03/20 Zoom Video rises as upgrades follow 'historic' quarter boosted by WFH 06/03/20 Gilead, Zoom Video upgrades among today's top calls on Wall Street 05/28/20 Fly Intel: After-Hours Movers NXPI NXP Semiconductors $111.35 / -2.65 (-2.32%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday NET Cloudflare $28.70 / -0.42 (-1.44%) 05/08/20 Fly Intel: Wall Street's top stories for Friday 05/08/20 Fly Intel: Wall Street's top stories at midday 05/07/20 Fly Intel: After-Hours Movers MRVL Marvell $35.17 / +0.23 (+0.66%) 03/05/20 Fly Intel: Wall Street's top stories for Thursday 03/05/20 Fly Intel: Wall Street's top stories at midday MPWR Monolithic Power $226.83 / -2.7 (-1.18%) 12/31/19 Analysts raise Nvidia, AMD targets ahead of growth expected in 2020 MDLA Medallia $27.00 / -0.545 (-1.98%) 06/02/20 Fly Intel: After-Hours Movers MDB MongoDB $201.70 / -2.16 (-1.06%) 06/04/20 Fly Intel: After-Hours Movers 03/18/20 Fly Intel: Wall Street's top stories at midday ESTC Elastic $81.94 / -0.28 (-0.34%) 06/03/20 Fly Intel: After-Hours Movers CYBR CyberArk $103.87 / -2.26 (-2.13%) 05/13/20 Fly Intel: Pre-market Movers 02/13/20 Street Fight: Analysts diverge on CyberArk after quarterly results 02/13/20 Caterpillar upgrade, Shopify downgrade among today's top analyst calls CTXS Citrix $140.26 / +0.5 (+0.36%) 04/23/20 Fly Intel: Pre-market Movers 01/23/20 Fly Intel: Wall Street's top stories for Thursday CRM Salesforce $174.26 / -2.31 (-1.31%) 05/29/20 Fly Intel: Wall Street's top stories for Friday 05/29/20 Fly Intel: Wall Street's top stories at midday 05/29/20 Fly Intel: Pre-market Movers CHKP Check Point $110.69 / -0.87 (-0.78%) 04/27/20 Fly Intel: Pre-market Movers 02/22/20 Week in Review: How Trump's policies moved stocks 01/14/20 Apple downgrade, Tesla price target raises among today's top Wall Street calls AMD AMD $56.15 / +3.175 (+5.99%) 06/08/20 Fly Insider: Danaher, AMD among week's notable insider transactions 06/05/20 The Intersection: Crypto and Wall Street This Week 05/29/20 The Intersection: Crypto and Wall Street This Week 05/22/20 The Intersection: Crypto and Wall Street This Week 06/08/20 Virtual Software & Semiconductor Bus Tour 06/12/20 FBN Silicon Valley Tech Virtual Tour 06/15/20 FBN Silicon Valley Tech Virtual Tour 09/14/20 ShopTalk 2020 06/17/20 Twilio - TWLO 06/11/20 CyberArk 06/11/20 Monolithic Power Systems, Inc. 06/11/20 Salesforce.com, Inc. 06/16/20 Okta, Inc. 07/10/20 MongoDB, Inc. WDAY VMW TWLO TEAM OKTA NXPI NET MRVL MDLA MDB ESTC CTXS CRM AMD WDAY Workday $179.77 / -1.615 (-0.89%) 05/27/20 Workday options imply 10.2% move in share price post-earnings 05/13/20 Workday put volume heavy and directionally bearish 05/01/20 Workday call volume above normal and directionally bullish 04/01/20 Workday call volume above normal and directionally bullish VMW VMware $146.50 / -5.35 (-3.52%) 01/24/20 Unusually active option classes on open January 24th TWLO Twilio $194.01 / -2.61 (-1.33%) 05/22/20 Twilio call volume above normal and directionally bullish 05/13/20 Unusually active option classes on open May 13th 05/08/20 Unusually active option classes on open May 8th 04/30/20 Twilio call volume above normal and directionally bullish TEAM Atlassian $173.87 / -1.28 (-0.73%) 06/02/20 Atlassian put volume heavy and directionally bearish 05/27/20 Atlassian put volume heavy and directionally bearish 01/09/20 Atlassian call volume above normal and directionally bullish OKTA Okta $181.00 / -4.11 (-2.22%) 03/18/20 Okta put volume heavy and directionally bearish 03/05/20 Okta options imply 11.2% move in share price post-earnings 12/30/19 Okta put volume heavy and directionally bearish NXPI NXP Semiconductors $111.35 / -2.65 (-2.32%) 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings 01/23/20 NXP Semiconductors call volume above normal and directionally bullish 01/07/20 Unusually active option classes on open January 7th NET Cloudflare $28.70 / -0.42 (-1.44%) 06/01/20 Cloudflare call volume above normal and directionally bullish 05/12/20 Cloudflare call volume above normal and directionally bullish 05/07/20 Unusually active option classes on open May 7th 04/16/20 Cloudflare call volume above normal and directionally bullish MRVL Marvell $35.17 / +0.23 (+0.66%) 05/28/20 Marvell options imply 7.0% move in share price post-earnings 05/21/20 Marvell call volume above normal and directionally bullish 05/19/20 Marvell call volume above normal and directionally bullish 04/27/20 Marvell call volume above normal and directionally bullish MDLA Medallia $27.00 / -0.545 (-1.98%) 02/05/20 Medallia call volume above normal and directionally bullish 01/13/20 Medallia put volume heavy and directionally bearish 01/08/20 Medallia put volume heavy and directionally bearish 12/16/19 Largest borrow rate increases among liquid names MDB MongoDB $201.70 / -2.16 (-1.06%) 03/17/20 MongoDB options imply 21.7% move in share price post-earnings 01/29/20 MongoDB call volume above normal and directionally bullish 01/02/20 MongoDB call volume above normal and directionally bullish ESTC Elastic $81.94 / -0.28 (-0.34%) 06/03/20 Elastic NV options imply 15.3% move in share price post-earnings 03/11/20 Elastic NV call volume above normal and directionally bullish CTXS Citrix $140.26 / +0.5 (+0.36%) 05/29/20 Early notable gainers among liquid option names on May 29th 03/18/20 Early notable gainers among liquid option names on March 18th 03/06/20 Early notable gainers among liquid option names on March 6th 01/23/20 Early notable gainers among liquid option names on January 23rd CRM Salesforce $174.26 / -2.31 (-1.31%) 05/28/20 Salesforce options imply 5.6% move in share price post-earnings 05/12/20 Unusually active option classes on open May 12th 05/07/20 Salesforce call volume above normal and directionally bullish 04/21/20 Salesforce put volume heavy and directionally bearish AMD AMD $56.15 / +3.175 (+5.99%) 06/04/20 Notable open interest changes for June 4th 05/28/20 Notable open interest changes for May 28th 05/21/20 Unusual call flow in option market yesterday 05/20/20 Calls lead puts 5:2 in Advanced Micro as shares continue to climb
Conference/Events	Oppenheimer to hold a virtual bus tour » 04:55 06/09/20 06/09 04:55 06/09/20 04:55 ESTC Elastic $82.22 / -4.83 (-5.55%) , MDLA Medallia $27.55 / +3.045 (+12.43%) , TWLO Twilio $196.62 / +0.12 (+0.06%) , TEAM Atlassian $175.15 / +1.06 (+0.61%) , ZEN Zendesk $84.90 / +2.19 (+2.65%) , OKTA Okta $185.11 / +4.58 (+2.54%) , WDAY Workday $181.38 / +2.55 (+1.43%) , CRM Salesforce $176.57 / +2.72 (+1.56%) , NET Cloudflare $29.12 / +0.02 (+0.07%) , AMD AMD $52.98 / -0.135 (-0.25%) , CTXS Citrix $139.76 / +0.66 (+0.47%) , VMW VMware $151.85 / +2.07 (+1.38%) , CHKP Check Point $111.61 / -0.17 (-0.15%) , MDB MongoDB $203.86 / +5.99 (+3.03%) , CYBR CyberArk $106.13 / +0.72 (+0.68%) , VRNS Varonis $88.18 / +3.89 (+4.62%) , NXPI NXP Semiconductors $114.00 / +0.23 (+0.20%) , MPWR Monolithic Power $229.53 / -5.42 (-2.31%) , MRVL Marvell $34.94 / -0.94 (-2.62%) Virtual Software &… Virtual Software & Semiconductor Bus Tour will be held on June 8-12. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $84.90 / +2.19 (+2.65%) 03/24/20 Zendesk announces strategic alliance with Tata Consultancy Services 03/03/20 Zendesk falls -6.0% 02/06/20 Fly Intel: After Hours Movers 01/06/20 Nice announces joint partner agreement with Zendesk WDAY Workday $181.38 / +2.55 (+1.43%) 05/27/20 Workday up 5.95% after reporting Q1 earnings 05/27/20 Workday, Microsoft announce strategic partnership 05/27/20 Workday announces new partnership with Salesforce 05/18/20 Workday announces new date for Q1 results VRNS Varonis $88.18 / +3.89 (+4.62%) 02/10/20 Fly Intel: After Hours Movers VMW VMware $151.85 / +2.07 (+1.38%) 06/04/20 VMware to acquire network security firm Lastline 06/02/20 VMware appoints Carol Carpenter as Chief Marketing Officer 05/28/20 VMware says it is pleased with sales execution in Q1 05/28/20 Dell Technologies reports Q1 VMware revenue $2.8B, up 12% TWLO Twilio $196.62 / +0.12 (+0.06%) 05/22/20 Twilio jumps 4% after New York City selects for COVID contact tracing 05/22/20 Twilio providing communications for New York City's COVID contact tracing 05/15/20 Red Lion Hotels CFO Nate Troup to depart 05/13/20 Twilio to power Zocdoc's HIPAA-compliant telehealth video service TEAM Atlassian $175.15 / +1.06 (+0.61%) 05/29/20 Atlassian co-CEOs adopt new 10b5-1 trading plans 05/15/20 Lone Pine buys Visa, exits Salesforce in Q1 01/24/20 Fly Intel: Pre-market Movers 01/23/20 Fly Intel: After Hours Movers OKTA Okta $185.11 / +4.58 (+2.54%) 05/28/20 Okta drops 3% to $178.00 following Q1 results 05/28/20 FedEx deploys Okta Identity Cloud applications for its essential staff 05/28/20 Okta launches integration with Amazon Web Services 04/28/20 Okta appoints David Bradbury as chief security officer NXPI NXP Semiconductors $114.00 / +0.23 (+0.20%) 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance 04/27/20 NXP Semiconductors reports Q1 gross margin 51.8% vs. 52.7& last year. NET Cloudflare $29.12 / +0.02 (+0.07%) 05/08/20 Cloudflare falls -11.7% 05/08/20 Cloudflare falls -10.8% 04/28/20 Cloudflare, JD.com partner to provide internet for global companies in China 03/24/20 Cloudflare expands Bandwidth Alliance with Alibaba Cloud partnership MRVL Marvell $34.94 / -0.94 (-2.62%) 05/28/20 Marvell up 6% to $31.72 after Q1 results beat estimates 03/04/20 Fly Intel: After Hours Movers 03/04/20 Marvell up 10% to $24.90 after Q4 results beat estimates 03/04/20 Marvell CEO says Q1 guidance reflects 'impacts we are aware of so far' MPWR Monolithic Power $229.53 / -5.42 (-2.31%) 06/02/20 Monolithic Power signs distribution agreement with Farnell electronics 04/09/20 Monolithic Power creates open-source ventilator to battle COVID-19 02/05/20 Monolithic Power increases quarterly cash dividend to 50c per share 01/07/20 Maxim Integrated files patent infringement suit against Monolithic Power Systems MDLA Medallia $27.55 / +3.045 (+12.43%) 06/02/20 Medallia down over 5% at $28.10/shr following Q1 results, Q2 outlook 06/02/20 Medallia reports Q1 subscription revenue $89.0M vs. $71.7M last year 06/02/20 Medallia sees Q2 subscription revenue $89.5M-$90.5M vs $74.5M in prior year 04/22/20 Medallia moves higher after pact to buy real-time speech to text platform Voci MDB MongoDB $203.86 / +5.99 (+3.03%) 03/18/20 MongoDB trading resumes 03/18/20 MongoDB trading halted, volatility trading pause 03/17/20 Fly Intel: After Hours Movers 03/17/20 MongoDB down 9% to $104.22 after FY21 guidance misses estimates ESTC Elastic $82.22 / -4.83 (-5.55%) 06/04/20 Elastic director Peter Fenton sells over $6M in company shares 06/03/20 Elastic down over 5% at $84.72/shr after Q4 results and initial FY21 guidance 02/26/20 Fly Intel: After Hours Movers 02/26/20 Elastic announces transition of Chief Revenue Officer Aaron Katz CYBR CyberArk $106.13 / +0.72 (+0.68%) 05/13/20 CyberArk acquires Idaptive for $70M in cash 02/12/20 Fly Intel: Pre-market Movers CTXS Citrix $139.76 / +0.66 (+0.47%) 06/02/20 BlackBerry appoints Thomas Eacobacci as president 05/17/20 Elliott added Dropbox and Oracle during Q1, exited NortonLifeLock 04/23/20 Citrix reports Q1 subscription ARR up 50% year-over-year 02/14/20 Elliott adds LogMeIn, exits Devon in Q4 CRM Salesforce $176.57 / +2.72 (+1.56%) 05/28/20 Salesforce CEO: Pipelines for Q2, Q3 'look amazing' 05/28/20 Salesforce down 3% to $176 after lowering FY21 guidance 05/28/20 AT&T, Salesforce announce multi-year strategic agreement 05/28/20 Salesforce reports remaining performance obligation ended Q1 at ~$29.3B CHKP Check Point $111.61 / -0.17 (-0.15%) 05/27/20 Check Point announces Jerry Ungerman to be appointed chairman 04/27/20 Check Point not providing Q2 outlook amid COVID-19 pandemic 04/27/20 Check Point 'committed' to long-term strategy 04/27/20 Check Point withdraws previously issued guidance for FY20 amid COVID-19 pandemic AMD AMD $52.98 / -0.135 (-0.25%) 06/08/20 AMD announced NVIDIA DGX A100 06/01/20 AMD COVID-19 HPC Fund to deliver supercomputing clusters to researchers 05/13/20 Online gaming giant Tencent delivers 26% revenue gain amid COVID shut down 04/30/20 AMD, Oxide Games announce multi-year partnership ESTC MDLA TWLO TEAM ZEN OKTA WDAY CRM NET AMD CTXS VMW CHKP MDB CYBR VRNS NXPI MPWR MRVL ESTC Elastic $82.22 / -4.83 (-5.55%) 06/04/20 DA Davidson Elastic price target raised to $100 from $70 at DA Davidson 06/04/20 Monness Crespi Elastic price target raised to $100 from $80 at Monness Crespi 06/04/20 JPMorgan Elastic price target raised to $90 from $85 at JPMorgan 06/04/20 Oppenheimer Elastic price target raised to $95 from $90 at Oppenheimer MDLA Medallia $27.55 / +3.045 (+12.43%) 06/03/20 Wells Fargo Medallia price target raised to $35 from $30 at Wells Fargo 06/03/20 SunTrust Medallia price target raised to $33 from $28 at SunTrust 06/03/20 Craig-Hallum Medallia price target raised to $35 from $30 at Craig-Hallum 06/03/20 Baird Medallia price target raised to $33 from $23 at Baird TWLO Twilio $196.62 / +0.12 (+0.06%) 06/01/20 Oppenheimer Twilio price target raised to $230 from $160 at Oppenheimer 05/29/20 Canaccord Twilio assumed with a Buy at Canaccord 05/29/20 Cowen Twilio price target raised to $230 from $180 at Cowen 05/27/20 RBC Capital Twilio price target raised to $240 from $180 at RBC Capital TEAM Atlassian $175.15 / +1.06 (+0.61%) 05/26/20 Mizuho Atlassian price target raised to $200 from $175 at Mizuho 05/15/20 FBN Securities Atlassian initiated with an Outperform at FBN Securities 05/15/20 Citi Atlassian initiated with a Buy at Citi 05/01/20 Jefferies Atlassian price target raised to $145 from $130 at Jefferies ZEN Zendesk $84.90 / +2.19 (+2.65%) 05/28/20 RBC Capital Zendesk price target raised to $100 from $85 at RBC Capital 05/28/20 Jefferies Zendesk price target raised to $91 from $85 at Jefferies 05/01/20 Piper Sandler Zendesk downgraded to Neutral from Overweight at Piper Sandler 05/01/20 Jefferies Zendesk price target raised to $85 from $80 at Jefferies OKTA Okta $185.11 / +4.58 (+2.54%) 06/03/20 Zoom Video upgraded to Buy at DA Davidson on 'huge acceleration in growth' 06/01/20 Guggenheim Okta price target raised to $200 from $145 at Guggenheim 05/29/20 DA Davidson Okta price target raised to $210 from $140 at DA Davidson 05/29/20 JPMorgan Okta price target raised to $192 from $154 at JPMorgan WDAY Workday $181.38 / +2.55 (+1.43%) 05/28/20 JPMorgan Workday price target raised to $190 from $175 at JPMorgan 05/28/20 Needham Workday price target raised to $200 from $175 at Needham 05/28/20 Wells Fargo Workday price target raised to $195 from $155 at Wells Fargo 05/28/20 Wedbush Workday price target lowered to $196 from $206 at Wedbush CRM Salesforce $176.57 / +2.72 (+1.56%) 05/29/20 Morgan Stanley Morgan Stanley remain buyers of Salesforce despite 'frustration' with margins 05/29/20 Mizuho Salesforce price target raised to $210 from $205 at Mizuho 05/29/20 Wells Fargo Salesforce price target raised to $215 from $200 at Wells Fargo NET Cloudflare $29.12 / +0.02 (+0.07%) 05/08/20 Needham Cloudflare price target raised to $32 from $24 at Needham 05/08/20 RBC Capital Cloudflare price target raised to $29 from $24 at RBC Capital 05/08/20 Jefferies Cloudflare price target raised to $27 from $20 at Jefferies 04/24/20 SunTrust Cloudflare cut to Hold at SunTrust on valuation AMD AMD $52.98 / -0.135 (-0.25%) 06/02/20 Nomura Instinet Nomura stays selective in Semis, keeps Buys on AMD and Intel 06/01/20 Northland Northland sees strong second half ahead for AMD 05/15/20 Piper Sandler Piper survey finds people are playing more video games during COVID-19 05/01/20 Loop Capital AMD price target raised to $60 from $54 at Loop Capital CTXS Citrix $139.76 / +0.66 (+0.47%) 04/24/20 Wells Fargo Citrix price target raised to $165 from $150 at Wells Fargo 04/24/20 Deutsche Bank Citrix price target raised to $200 from $175 at Deutsche Bank 04/24/20 Morgan Stanley Citrix price target raised to $165 from $160 at Morgan Stanley 04/24/20 RBC Capital Citrix price target raised to $153 from $147 at RBC Capital VMW VMware $151.85 / +2.07 (+1.38%) 05/29/20 KeyBanc VMware price target raised to $170 from $160 at KeyBanc 05/29/20 Morgan Stanley VMware price target raised to $149 from $136 at Morgan Stanley 05/29/20 RBC Capital VMware price target raised to $181 from $165 at RBC Capital 05/29/20 Mizuho VMware price target raised to $152 from $140 at Mizuho CHKP Check Point $111.61 / -0.17 (-0.15%) 05/04/20 Evercore ISI Check Point initiated with an In Line at Evercore ISI 04/28/20 Wells Fargo Check Point price target raised to $110 from $105 at Wells Fargo 04/28/20 Jefferies Check Point price target raised to $110 from $100 at Jefferies 04/06/20 OTR Global Check Point upgraded to Mixed from Negative at OTR Global MDB MongoDB $203.86 / +5.99 (+3.03%) 06/05/20 DA Davidson MongoDB price target raised to $215 from $105 at DA Davidson 06/05/20 Monness Crespi MongoDB downgraded to Neutral on 'stretched' valuation at Monness Crespi 06/05/20 Monness Crespi MongoDB downgraded to Neutral from Buy at Monness Crespi 06/05/20 Oppenheimer MongoDB price target raised to $240 from $140 at Oppenheimer CYBR CyberArk $106.13 / +0.72 (+0.68%) 05/14/20 DA Davidson CyberArk price target raised to $85 from $80 at DA Davidson 05/14/20 Guggenheim CyberArk price target lowered to $115 from $134 at Guggenheim 05/14/20 UBS CyberArk price target lowered to $94 from $104 at UBS 05/13/20 William Blair William Blair keeps Outperform on CyberArk following 'solid' quarter VRNS Varonis $88.18 / +3.89 (+4.62%) 05/05/20 DA Davidson Varonis price target raised to $85 from $65 at DA Davidson 05/05/20 Craig-Hallum Varonis downgraded to Hold at Craig-Hallum 05/05/20 Wedbush Varonis price target lowered to $88 from $105 at Wedbush 05/05/20 Craig-Hallum Varonis downgraded to Hold from Buy at Craig-Hallum NXPI NXP Semiconductors $114.00 / +0.23 (+0.20%) 06/08/20 Fly Intel: Top five analyst upgrades 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital MPWR Monolithic Power $229.53 / -5.42 (-2.31%) 04/29/20 Oppenheimer Monolithic Power price target raised to $210 from $200 at Oppenheimer 04/29/20 Cowen Monolithic Power price target raised to $215 from $200 at Cowen 04/29/20 Deutsche Bank Monolithic Power price target raised to $205 from $185 at Deutsche Bank 04/29/20 Raymond James Monolithic Power price target raised to $215 from $190 at Raymond James MRVL Marvell $34.94 / -0.94 (-2.62%) 05/29/20 Susquehanna Marvell delivered results beyond expectations, says Susquehanna 05/29/20 JPMorgan Marvell price target raised to $36 from $31 at JPMorgan 05/29/20 Needham Marvell price target raised to $34 from $28 at Needham 05/29/20 Rosenblatt Marvell price target raised to $42 from $32 at Rosenblatt ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $84.90 / +2.19 (+2.65%) 04/30/20 Zendesk sees Q2 revenue $237M-$243M, consensus $246.17M 04/30/20 Zendesk reports Q1 adjusted EPS 11c, consensus 6c 04/30/20 Notable companies reporting after market close 02/06/20 Zendesk sees 2020 revenue $1.05B-$1.07B, consensus $1.06B WDAY Workday $181.38 / +2.55 (+1.43%) 05/27/20 Workday lowers FY21 subscription revenue guidance to $3.67B-$3.69B 05/27/20 Workday reports Q1 EPS 44c, consensus 47c 05/27/20 Notable companies reporting after market close 02/27/20 Workday sees FY21 subscription revenue outlook of $3.755B-$3.77B VRNS Varonis $88.18 / +3.89 (+4.62%) 05/04/20 Varonis sees Q2 EPS (36c)-(34c), consensus (38c) 05/04/20 Varonis reports Q1 EPS (56c), consensus (59c) 04/06/20 Varonis reports preliminary Q1 revenue $53.9M-$54.3M, consensus $58.75M 02/10/20 Varonis sees FY20 with items EPS (93c)-(89c), consensus (54c) VMW VMware $151.85 / +2.07 (+1.38%) 05/28/20 VMware sees FY21 revenue up mid-single digits, consensus $11.61B 05/28/20 VMware sees Q2 EPS $1.44, consensus $1.44 05/28/20 VMware reports Q1 EPS $1.52, consensus $1.20 03/26/20 VMware withdraws Q1, FY21 guidance issued on February 27 TWLO Twilio $196.62 / +0.12 (+0.06%) 05/06/20 Twilio sees Q2 EPS (11c) to (8c), consensus (13c) 05/06/20 Twilio reports Q1 EPS 6c, consensus (11c) 05/06/20 Notable companies reporting after market close 02/05/20 Twilio sees FY20 adjusted EPS (20c)-(14c), consensus 24c TEAM Atlassian $175.15 / +1.06 (+0.61%) 04/30/20 Atlassian sees FY20 non-IFRS EPS $1.06-$1.12, consensus $1.08 04/30/20 Atlassian sees Q4 non-IFRS EPS 17c-22c, consensus 23c 04/30/20 Atlassian reports Q3 adjusted EPS 25c, consensus 21c 01/23/20 Atlassian sees FY20 EPS $1.03-$1.09, consensus $1.01 OKTA Okta $185.11 / +4.58 (+2.54%) 05/28/20 Okta raises FY21 adj. EPS view to (23c)-(18c) from (42c)-(37c) 05/28/20 Okta sees Q2 adjusted EPS (2c)-(1c), consensus (9c) 05/28/20 Okta reports Q1 adjusted EPS (7c), consensus (17c) 04/01/20 Okta raises FY21 EPS outlook to (36c)-(31c) from (42c)-(37c) NXPI NXP Semiconductors $114.00 / +0.23 (+0.20%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B NET Cloudflare $29.12 / +0.02 (+0.07%) 05/07/20 Cloudflare sees FY20 adjusted EPS (21c)-(19c), consensus (20c) 05/07/20 Cloudflare sees Q2 adjusted EPS (6c)-(5c), consensu (5c) 05/07/20 Cloudflare reports Q1 adjusted EPS (4c), consensus (6c) 05/07/20 Notable companies reporting after market close MRVL Marvell $34.94 / -0.94 (-2.62%) 05/28/20 Marvell sees Q2 non-GAAP EPS 17c-23c, consensus 16c 05/28/20 Marvell reports Q1 non-GAAP EPS 18c, consensus 14c 03/04/20 Marvell sees Q1 adjusted EPS 11c-17c, consensus 13c 03/04/20 Marvell reports Q4 adjusted EPS 17c, consensus 16c MPWR Monolithic Power $229.53 / -5.42 (-2.31%) 04/28/20 Monolithic Power sees Q2 revenue $167M- $173M,consensus $163.99M 04/28/20 Monolithic Power reports Q1 EPS 95c, consensus 94c 02/05/20 Monolithic Power sees Q1 revenue $161M-$167M, consensus $160.02M MDLA Medallia $27.55 / +3.045 (+12.43%) 06/02/20 Medallia reports Q1 EPS 2c, consensus (2c) 06/02/20 Notable companies reporting after market close 03/12/20 Medallia reports Q4 adjusted EPS 0c, consensus (3c) 03/12/20 Notable companies reporting after market close MDB MongoDB $203.86 / +5.99 (+3.03%) 06/04/20 MongoDB sees FY21 adjusted EPS ($1.34)-($1.21), consensus ($1.34) 06/04/20 MongoDB sees Q2 adjusted EPS (41c)-(38c), consensus (37c) 06/04/20 MongoDB reports Q1 adjusted EPS (13c), consensus (25c) 06/04/20 Notable companies reporting after market close ESTC Elastic $82.22 / -4.83 (-5.55%) 06/03/20 Elastic sees FY21 adjusted EPS (98c)-(85c), consensus ($1.34) 06/03/20 Elastic sees Q1 adjusted EPS (19c)-(17c), consensus (38c) 06/03/20 Elastic reports Q4 adjusted EPS (12c), consensus (31c) 06/03/20 Notable companies reporting after market close CYBR CyberArk $106.13 / +0.72 (+0.68%) 05/14/20 CyberArk sees Q2 EPS 17c-35c, consensus 36c 05/13/20 CyberArk withdraws FY20 guidance due to COVID-19 05/13/20 CyberArk reports Q1 EPS 50c, consensus 36c 02/12/20 CyberArk sees FY20 EPS $2.26-$2.38, consensus $2.79 CTXS Citrix $139.76 / +0.66 (+0.47%) 04/23/20 Citrix reports Q1 EPS $1.73, consensus $1.17 04/22/20 Notable companies reporting before tomorrow's open 01/22/20 Citrix sees FY20 EPS $5.35-$5.55, consensus $5.43 CRM Salesforce $176.57 / +2.72 (+1.56%) 05/28/20 Salesforce cuts FY21 adjusted EPS view to $2.93-$2.95 from $3.16-$3.18 05/28/20 Salesforce sees Q2 adjusted EPS 66c-67c, consensus 75c 05/28/20 Salesforce reports Q1 adjusted EPS 70c, consensus 69c 05/28/20 Fly Intel: What to watch in Salesforce earnings report CHKP Check Point $111.61 / -0.17 (-0.15%) 04/27/20 Check Point reports Q1 EPS $1.42, consensus $1.38 02/03/20 Check Point sees FY20 adjusted EPS $6.25-$6.65, consensus $6.44 02/03/20 Check Point sees Q1 adjusted EPS $1.37-$1.43, consensus $1.46 02/03/20 Check Point reports Q4 EPS $2.02, consensus $1.99 AMD AMD $52.98 / -0.135 (-0.25%) 04/28/20 AMD sees FY20 revenue growth 25% year-over-year 04/28/20 AMD sees Q2 revenue $1.85B, +/- $100M, consensus $1.92B 04/28/20 AMD reports Q1 EPS 18c, consensus 18c 04/28/20 Notable companies reporting after market close VMW TWLO OKTA NXPI MRVL MDLA CTXS CRM CHKP AMD VMW VMware $151.85 / +2.07 (+1.38%) 06/04/20 VMware to buy security company Lastline, cut 40% of staff, TechCrunch says 05/05/20 VMware freezing salaries, cutting executive pay amid COVID-19, BI reports 01/27/20 VMware to pay damages of almost $236M in patent infringement case, Register says TWLO Twilio $196.62 / +0.12 (+0.06%) 01/22/20 Hedgeye adds Twilio to best idea long list, Bloomberg says OKTA Okta $185.11 / +4.58 (+2.54%) 05/28/20 Notable companies reporting after market close NXPI NXP Semiconductors $114.00 / +0.23 (+0.20%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports MRVL Marvell $34.94 / -0.94 (-2.62%) 01/28/20 Possibly final version of Senate's SMART Act inroduced, Multichannel reports MDLA Medallia $27.55 / +3.045 (+12.43%) 03/17/20 Prescience Point issues follow-up short report on Medallia, sees 35% downside 01/16/20 Medallia named as short by Prescience Point, sees 55% downside CTXS Citrix $139.76 / +0.66 (+0.47%) 12/23/19 Citrix flaw may expose thousands of firms to attacks, Bleeping Computer says CRM Salesforce $176.57 / +2.72 (+1.56%) 03/25/20 Salesforce CEO says no 'significant' layoffs over next 90 days, CNBC reports 03/16/20 Tech executives plan investment blitz to combat COVID-19, CNBC reports 03/03/20 Amazon, Intel back out of HIMSS conference amid coronavirus, CNBC reports CHKP Check Point $111.61 / -0.17 (-0.15%) 03/16/20 HHS suffers cyber-attack amid COVID-19 outbreak, Bloomberg reports 02/20/20 DISA suffered breach of secure communications network, Reuters reports AMD AMD $52.98 / -0.135 (-0.25%) 06/04/20 AMD to launch PS5, Xbox Series X GPUs for PC first, Gamespot says 05/13/20 FalconX raises $17M to support its crypto trading service, TechCrunch says 04/24/20 Nvidia's reportedly ordering 5nm chips for a 'mystery' product, TechRadar says 04/23/20 TSMC seeing ramp-up in orders from AMD, Nvidia, DigiTimes reports ZEN WDAY VRNS VMW TWLO TEAM OKTA NXPI NET MRVL MPWR MDLA MDB ESTC CYBR CTXS CRM CHKP AMD ZEN Zendesk $84.90 / +2.19 (+2.65%) 01/29/20 Fly Intel: What to watch in Microsoft earnings report 01/23/20 Piper lists 10 strategic M&A opportunities for Microsoft in 'defining' 2020 WDAY Workday $181.38 / +2.55 (+1.43%) 05/28/20 Fly Intel: Pre-market Movers 05/27/20 Fly Intel: After-Hours Movers 05/05/20 L Brands, Harley-Davidson upgrades among today's top calls on Wall Street 04/20/20 Fly Insider: Gamestop, SharpSpring among week's notable insider trades VRNS Varonis $88.18 / +3.89 (+4.62%) 05/05/20 Fly Intel: After-Hours Movers 04/06/20 Fly Intel: After-Hours Movers VMW VMware $151.85 / +2.07 (+1.38%) 03/26/20 Fly Intel: After-Hours Movers 02/28/20 Fly Intel: Pre-market Movers TWLO Twilio $196.62 / +0.12 (+0.06%) 05/07/20 Fly Intel: Wall Street's top stories for Thursday 05/07/20 Fly Intel: Wall Street's top stories at midday 05/06/20 Fly Intel: After-Hours Movers 04/30/20 Competition seen ramping for Teladoc as Twilio powers Epic's new offering TEAM Atlassian $175.15 / +1.06 (+0.61%) 04/30/20 Fly Intel: After-Hours Movers 01/24/20 Fly Intel: Wall Street's top stories for Friday 01/24/20 Fly Intel: Wall Street's top stories at midday OKTA Okta $185.11 / +4.58 (+2.54%) 06/03/20 Zoom Video rises as upgrades follow 'historic' quarter boosted by WFH 06/03/20 Gilead, Zoom Video upgrades among today's top calls on Wall Street 05/28/20 Fly Intel: After-Hours Movers NXPI NXP Semiconductors $114.00 / +0.23 (+0.20%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday NET Cloudflare $29.12 / +0.02 (+0.07%) 05/08/20 Fly Intel: Wall Street's top stories for Friday 05/08/20 Fly Intel: Wall Street's top stories at midday 05/07/20 Fly Intel: After-Hours Movers MRVL Marvell $34.94 / -0.94 (-2.62%) 03/05/20 Fly Intel: Wall Street's top stories for Thursday 03/05/20 Fly Intel: Wall Street's top stories at midday MPWR Monolithic Power $229.53 / -5.42 (-2.31%) 12/31/19 Analysts raise Nvidia, AMD targets ahead of growth expected in 2020 MDLA Medallia $27.55 / +3.045 (+12.43%) 06/02/20 Fly Intel: After-Hours Movers MDB MongoDB $203.86 / +5.99 (+3.03%) 06/04/20 Fly Intel: After-Hours Movers 03/18/20 Fly Intel: Wall Street's top stories at midday ESTC Elastic $82.22 / -4.83 (-5.55%) 06/03/20 Fly Intel: After-Hours Movers CYBR CyberArk $106.13 / +0.72 (+0.68%) 05/13/20 Fly Intel: Pre-market Movers 02/13/20 Street Fight: Analysts diverge on CyberArk after quarterly results 02/13/20 Caterpillar upgrade, Shopify downgrade among today's top analyst calls CTXS Citrix $139.76 / +0.66 (+0.47%) 04/23/20 Fly Intel: Pre-market Movers 01/23/20 Fly Intel: Wall Street's top stories for Thursday CRM Salesforce $176.57 / +2.72 (+1.56%) 05/29/20 Fly Intel: Wall Street's top stories for Friday 05/29/20 Fly Intel: Wall Street's top stories at midday 05/29/20 Fly Intel: Pre-market Movers CHKP Check Point $111.61 / -0.17 (-0.15%) 04/27/20 Fly Intel: Pre-market Movers 02/22/20 Week in Review: How Trump's policies moved stocks 01/14/20 Apple downgrade, Tesla price target raises among today's top Wall Street calls AMD AMD $52.98 / -0.135 (-0.25%) 06/08/20 Fly Insider: Danaher, AMD among week's notable insider transactions 06/05/20 The Intersection: Crypto and Wall Street This Week 05/29/20 The Intersection: Crypto and Wall Street This Week 05/22/20 The Intersection: Crypto and Wall Street This Week 06/08/20 Virtual Software & Semiconductor Bus Tour 06/12/20 FBN Silicon Valley Tech Virtual Tour 06/15/20 FBN Silicon Valley Tech Virtual Tour 09/14/20 ShopTalk 2020 06/17/20 Twilio - TWLO 06/09/20 Workday, Inc. 06/11/20 CyberArk 06/11/20 Monolithic Power Systems, Inc. 06/11/20 Salesforce.com, Inc. 06/16/20 Okta, Inc. WDAY VMW TWLO TEAM OKTA NXPI NET MRVL MDLA MDB ESTC CTXS CRM AMD WDAY Workday $181.38 / +2.55 (+1.43%) 05/27/20 Workday options imply 10.2% move in share price post-earnings 05/13/20 Workday put volume heavy and directionally bearish 05/01/20 Workday call volume above normal and directionally bullish 04/01/20 Workday call volume above normal and directionally bullish VMW VMware $151.85 / +2.07 (+1.38%) 01/24/20 Unusually active option classes on open January 24th TWLO Twilio $196.62 / +0.12 (+0.06%) 05/22/20 Twilio call volume above normal and directionally bullish 05/13/20 Unusually active option classes on open May 13th 05/08/20 Unusually active option classes on open May 8th 04/30/20 Twilio call volume above normal and directionally bullish TEAM Atlassian $175.15 / +1.06 (+0.61%) 06/02/20 Atlassian put volume heavy and directionally bearish 05/27/20 Atlassian put volume heavy and directionally bearish 01/09/20 Atlassian call volume above normal and directionally bullish OKTA Okta $185.11 / +4.58 (+2.54%) 03/18/20 Okta put volume heavy and directionally bearish 03/05/20 Okta options imply 11.2% move in share price post-earnings 12/30/19 Okta put volume heavy and directionally bearish NXPI NXP Semiconductors $114.00 / +0.23 (+0.20%) 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings 01/23/20 NXP Semiconductors call volume above normal and directionally bullish 01/07/20 Unusually active option classes on open January 7th NET Cloudflare $29.12 / +0.02 (+0.07%) 06/01/20 Cloudflare call volume above normal and directionally bullish 05/12/20 Cloudflare call volume above normal and directionally bullish 05/07/20 Unusually active option classes on open May 7th 04/16/20 Cloudflare call volume above normal and directionally bullish MRVL Marvell $34.94 / -0.94 (-2.62%) 05/28/20 Marvell options imply 7.0% move in share price post-earnings 05/21/20 Marvell call volume above normal and directionally bullish 05/19/20 Marvell call volume above normal and directionally bullish 04/27/20 Marvell call volume above normal and directionally bullish MDLA Medallia $27.55 / +3.045 (+12.43%) 02/05/20 Medallia call volume above normal and directionally bullish 01/13/20 Medallia put volume heavy and directionally bearish 01/08/20 Medallia put volume heavy and directionally bearish 12/16/19 Largest borrow rate increases among liquid names MDB MongoDB $203.86 / +5.99 (+3.03%) 03/17/20 MongoDB options imply 21.7% move in share price post-earnings 01/29/20 MongoDB call volume above normal and directionally bullish 01/02/20 MongoDB call volume above normal and directionally bullish 12/09/19 MongoDB options imply 14.8% move in share price post-earnings ESTC Elastic $82.22 / -4.83 (-5.55%) 06/03/20 Elastic NV options imply 15.3% move in share price post-earnings 03/11/20 Elastic NV call volume above normal and directionally bullish CTXS Citrix $139.76 / +0.66 (+0.47%) 05/29/20 Early notable gainers among liquid option names on May 29th 03/18/20 Early notable gainers among liquid option names on March 18th 03/06/20 Early notable gainers among liquid option names on March 6th 01/23/20 Early notable gainers among liquid option names on January 23rd CRM Salesforce $176.57 / +2.72 (+1.56%) 05/28/20 Salesforce options imply 5.6% move in share price post-earnings 05/12/20 Unusually active option classes on open May 12th 05/07/20 Salesforce call volume above normal and directionally bullish 04/21/20 Salesforce put volume heavy and directionally bearish AMD AMD $52.98 / -0.135 (-0.25%) 06/04/20 Notable open interest changes for June 4th 05/28/20 Notable open interest changes for May 28th 05/21/20 Unusual call flow in option market yesterday 05/20/20 Calls lead puts 5:2 in Advanced Micro as shares continue to climb
Upgrade	Fly Intel: Top five analyst upgrades » 10:04 06/08/20 06/08 10:04 06/08/20 10:04 MIK Michaels $7.50 / +1.94 (+34.89%) , PK Park Hotels & Resorts $14.70 / +1.625 (+12.43%) , DNKN Dunkin' Brands $70.70 / +2.24 (+3.27%) , NXPI NXP Semiconductors $116.03 / +2.26 (+1.99%) , ALK Alaska Air $46.00 / +3.3 (+7.73%) , JBLU JetBlue $14.63 / +0.93 (+6.79%) Catch up on today's… Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Michaels (MIK) upgraded to Overweight from Neutral at JPMorgan with analyst Christopher Horvers saying given increased optimism around the pace of economic recovery and a "wide divide in valuation of haves [essential retailers] and have nots." 2. Park Hotels & Resorts (PK) upgraded to Outperform from Market Perform at Raymond James with analyst William Crow saying the company's combined portfolio with Chesapeake resulted in both higher leverage levels and a higher concentration of assets in San Francisco, one of the hardest hit markets in the country, and that while he expects large group activity to be muted into 2021, valuation is attractive and compelling and thinks added financial leverage could drive outperformance in a recovery. 3. Dunkin' Brands (DNKN) upgraded to Overweight from Sector Weight at KeyBanc with analyst Eric Gonzalez saying despite 60% of sales coming from breakfast, a "disadvantaged daypart" during COVID-19, Dunkin has executed well during the pandemic, providing franchisee assistance while leveraging its digital capabilities to stabilize trends. 4. NXP Semiconductors (NXPI) upgraded to Outperform from In Line at Evercore ISI. 5. Alaska Air (ALK) was upgraded to Buy from Neutral at BofA while JetBlue (JBLU) was upgraded to Neutral from Underperform at BofA. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options PK NXPI MIK JBLU DNKN ALK PK Park Hotels & Resorts $14.70 / +1.625 (+12.43%) 05/15/20 Ackman's Pershing Square adds Blackstone, cuts Chipotle in Q1 04/06/20 Park Hotels & Resorts trading resumes 04/06/20 Park Hotels & Resorts trading halted, volatility trading pause 03/30/20 Park Hotels & Resorts trading resumes NXPI NXP Semiconductors $116.03 / +2.26 (+1.99%) 05/27/20 NXP Semiconductors shareholders elect Kurt Sievers as CEO 05/19/20 NXP Semiconductors announces NXP RF solutions used in Xiaomi's Mi 10 smartphones 04/27/20 NXP Semiconductors up 2.9% after $99.94 after Q1 results, Q2 guidance 04/27/20 NXP Semiconductors reports Q1 gross margin 51.8% vs. 52.7& last year. MIK Michaels $7.50 / +1.94 (+34.89%) 06/04/20 Michaels CEO confident in ability to gain share in 'post-pandemic environment' 06/04/20 Michaels says comp sales for stores reopened in May up 11% on average 06/04/20 Michaels closing Darice wholesale operations 04/29/20 UPS, Michaels launch contactless curbside pickup of packages JBLU JetBlue $14.63 / +0.93 (+6.79%) 05/20/20 JetBlue extends middle seat blocking, 'Safety from the Ground Up' program 05/08/20 JetBlue sees demand depressed for remainder of 2020 DNKN Dunkin' Brands $70.70 / +2.24 (+3.27%) 06/03/20 Dunkin' Brands up 2% following update on first eight weeks of Q2 05/04/20 Dunkin' Brands announces partnership with Uber Eats 04/30/20 Dunkin' Brands CEO says not seeing any issue in meat supply chain yet 04/07/20 Dunkin' offers free delivery with GrubHub through April 19 ALK Alaska Air $46.00 / +3.3 (+7.73%) 05/13/20 Tepper says airlines are 'difficult stocks' so long as middle seat is open 05/08/20 EC invites Member States to extend non-essential travel restriction to June 15 05/05/20 Alaska Air targets monthly cash burn of $200M in June 05/05/20 Alaska Air suspends stock repurchases, future dividend payments MIK PK DNKN NXPI ALK JBLU MIK Michaels $7.50 / +1.94 (+34.89%) 06/08/20 JPMorgan JPMorgan upgrades Michaels, adds to Analyst Focus List as value idea 06/08/20 JPMorgan Michaels upgraded to Overweight from Neutral at JPMorgan 03/18/20 Fly Intel: Top five analyst downgrades 03/18/20 Credit Suisse Michaels price target lowered to $4 from $11 at Credit Suisse PK Park Hotels & Resorts $14.70 / +1.625 (+12.43%) 06/08/20 Raymond James Park Hotels & Resorts upgraded to Outperform from Market Perform at Raymond James 06/08/20 Raymond James Park Hotels upgraded to Outperform from Market Perform at Raymond James 04/07/20 Wells Fargo Park Hotels & Resorts downgraded to Underweight from Equal Weight at Wells Fargo 04/07/20 Citi Park Hotels & Resorts downgraded to Sell from Neutral at Citi DNKN Dunkin' Brands $70.70 / +2.24 (+3.27%) 06/08/20 KeyBanc KeyBanc upgrades Dunkin' Brands to Overweight on pandemic execution 06/08/20 KeyBanc Dunkin' Brands upgraded to Overweight from Sector Weight at KeyBanc 06/04/20 BTIG Dunkin' Brands price target raised to $75 from $70 at BTIG 06/04/20 Piper Sandler Dunkin' Brands price target raised to $66 from $52 at Piper Sandler NXPI NXP Semiconductors $116.03 / +2.26 (+1.99%) 06/08/20 Evercore ISI NXP Semiconductors upgraded to Outperform from In Line at Evercore ISI 04/29/20 Loop Capital NXP Semiconductors price target lowered to $125 from $145 at Loop Capital 04/29/20 BMO Capital NXP Semiconductors price target lowered to $115 from $125 at BMO Capital 04/28/20 Oppenheimer Oppenheimer encouraged by positive early Q3 commentary from NXP Semiconductors ALK Alaska Air $46.00 / +3.3 (+7.73%) 06/08/20 BofA BofA upgrades Alaska Air to Buy, says 'leisure rebound is real' 06/08/20 BofA Alaska Air upgraded to Buy from Neutral at BofA 06/05/20 Credit Suisse American stock reaction to demand commentary 'confounding,' says Credit Suisse 05/29/20 Wolfe Research Alaska Air upgraded to Outperform from Peer Perform at Wolfe Research JBLU JetBlue $14.63 / +0.93 (+6.79%) 06/08/20 BofA BofA upgrades JetBlue to Neutral, says 'leisure rebound is real' 06/08/20 BofA JetBlue upgraded to Neutral from Underperform at BofA 05/04/20 Barclays Barclays downgrades U.S. Airlines sector along with American and Delta PK NXPI MIK JBLU DNKN ALK PK Park Hotels & Resorts $14.70 / +1.625 (+12.43%) 05/11/20 Park Hotels & Resorts reports Q1 AFFO 24c, consensus 14c 03/09/20 Park Hotels & Resorts withdraws FY20 guidance due to COVID-19 uncertainty 02/26/20 Park Hotels & Resorts sees FY20 EPS $1.12-$1.24, consensus $1.40. 02/26/20 Park Hotels & Resorts reports Q4 EPS 51c, consensus 33c NXPI NXP Semiconductors $116.03 / +2.26 (+1.99%) 04/27/20 NXP Semiconductors sees Q2 revenue $1.70B-$1.90B, consensus $1.89B 04/27/20 NXP Semiconductors reports Q1 EPS (8c), may not compare to consensus $1.41 04/07/20 NXP Semiconductors reports preliminary Q1 revenue $2.02B, consensus $2.12B 02/03/20 NXP Semiconductors sees Q1 revenue $2.195B-$2.255B, consensus $2.17B MIK Michaels $7.50 / +1.94 (+34.89%) 06/04/20 Michaels not providing any financial outlook at this time 06/04/20 Michaels reports Q1 EPS (43c), consensus 14c 06/03/20 Notable companies reporting before tomorrow's open JBLU JetBlue $14.63 / +0.93 (+6.79%) 05/07/20 JetBlue reports Q1 adj. EPS (42c), consensus (37c) 05/06/20 Notable companies reporting before tomorrow's open 01/23/20 JetBlue sees Q1 EPS 10c-20c, consensus 19c DNKN Dunkin' Brands $70.70 / +2.24 (+3.27%) 04/30/20 Dunkin' Brands withdraws FY20, long-term guidance, suspends dividend 04/30/20 Dunkin' Brands reports Q1 adj. EPS 67c, consensus 62c 04/29/20 Notable companies reporting before tomorrow's open ALK Alaska Air $46.00 / +3.3 (+7.73%) 05/05/20 Alaska Air reports Q1 adjusted EPS (82c), consensus ($1.13) 05/04/20 Notable companies reporting before tomorrow's open 01/28/20 Alaska Air reports Q4 adjusted EPS $1.46, consensus $1.41 PK NXPI JBLU DNKN ALK PK Park Hotels & Resorts $14.70 / +1.625 (+12.43%) 05/27/20 Ackman out of Berkshire, Blackstone, Park Hotels positions, Reuters reports NXPI NXP Semiconductors $116.03 / +2.26 (+1.99%) 04/23/20 Daimler, NXP ban use of Zoom for corporate content, Reuters reports JBLU JetBlue $14.63 / +0.93 (+6.79%) 05/20/20 JetBlue's Hayes says booking demand 'bumping off the bottom,' Bloomberg says DNKN Dunkin' Brands $70.70 / +2.24 (+3.27%) 06/08/20 Dunkin' looking to hire 25,000 employees, CNBC reports 05/29/20 Beyond Meat products may be offered at KFCs in China in June, Barron's says ALK Alaska Air $46.00 / +3.3 (+7.73%) 06/04/20 U.S. planning to revise Chinese passenger airline ban, Reuters reports 06/03/20 Administration to ban Chinese passenger carriers from U.S. flights, Reuters says 05/25/20 U.S. accuses China of blocking flights, demands action, Reuters reports 05/19/20 FAA announces reforms to safety protocol after Boeing 737 errors,Bloomberg says NXPI MIK JBLU DNKN ALK NXPI NXP Semiconductors $116.03 / +2.26 (+1.99%) 04/27/20 Fly Intel: After-Hours Movers 04/13/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday 03/02/20 Fly Intel: Wall Street's top stories at midday MIK Michaels $7.50 / +1.94 (+34.89%) 06/04/20 Fly Intel: Pre-market Movers 03/17/20 Fly Intel: Pre-market Movers 12/27/19 Fly Intel: Wall Street's top stories for Friday 12/27/19 Fly Intel: Wall Street's top stories at midday JBLU JetBlue $14.63 / +0.93 (+6.79%) 06/04/20 Fly Intel: Wall Street's top stories for Thursday 06/04/20 American jumps, boosts airline peers with added summer flights 05/07/20 Fly Intel: Pre-market Movers DNKN Dunkin' Brands $70.70 / +2.24 (+3.27%) 05/19/20 Disney, Comcast downgrades among today's top calls on Wall Street 04/24/20 Fly Intel: eBay upgrade, Terex downgrade among today's top calls on Wall Street 04/13/20 Fly Intel: Dunkin' Brands, FedEx upgrades among today's top calls on Wall Street 01/21/20 Beyond Meat jumps as Starbucks plans to add more plant-based options ALK Alaska Air $46.00 / +3.3 (+7.73%) 05/30/20 Week in Review: How Trump's policies moved stocks 05/05/20 Fly Intel: Pre-market Movers 04/25/20 Week in Review: How Trump's policies moved stocks 04/18/20 Week in Review: How Trump's policies moved stocks 06/08/20 Virtual Software & Semiconductor Bus Tour 06/23/20 Virtual Consumer Conference 06/10/20 The Michaels Companies, Inc. PK NXPI MIK JBLU DNKN ALK PK Park Hotels & Resorts $14.70 / +1.625 (+12.43%) 04/29/20 Park Hotels & Resorts call volume above normal and directionally bullish NXPI NXP Semiconductors $116.03 / +2.26 (+1.99%) 05/21/20 NXP Semiconductors put volume heavy and directionally bearish 02/03/20 NXP Semiconductors options imply 8.1% move in share price post-earnings 01/23/20 NXP Semiconductors call volume above normal and directionally bullish 01/07/20 Unusually active option classes on open January 7th MIK Michaels $7.50 / +1.94 (+34.89%) 02/24/20 Unusual call flow in option market yesterday 02/21/20 Early surge in Michaels Stores draws call buyer 02/21/20 Unusually active option classes on open February 21st 02/20/20 Michaels call volume above normal and directionally bullish JBLU JetBlue $14.63 / +0.93 (+6.79%) 06/04/20 Unusually active option classes on open June 4th 04/15/20 Unusually active option classes on open April 15th 03/18/20 JetBlue put volume heavy and directionally bearish 03/13/20 JetBlue put volume heavy and directionally bearish DNKN Dunkin' Brands $70.70 / +2.24 (+3.27%) 04/17/20 Unusual put flow in option market yesterday 04/16/20 Bull orders up a long-term Dunkin Donuts risk reversal ALK Alaska Air $46.00 / +3.3 (+7.73%) 06/05/20 Alaska Air call volume above normal and directionally bullish 03/06/20 Early notable gainers among liquid option names on March 6th

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