Yesterday
Options
Notable gainers among…
Notable gainers among liquid option names this morning include XL Fleet (XL) $20.20 +1.01, Xilinx (XLNX) $146.73 +5.70, Danaher (DHR) $237.84 +4.75, Salesforce (CRM) $226.50 +4.33, and Incyte (INCY) $95.72 +1.81.
Show Hide Related Items >> <<
12/01/20 Xilinx acquires Falcon Computing Solutions 11/18/20 Xilinx works with Texas Instruments to develop DFE radio application solutions 10/27/20 Su says both AMD, Xilinx doing well, combining 'winning teams' 10/27/20 AMD CEO says can 'define the future of high performance computing' with deal 01/04/21 XL Fleet falls -14.5% 12/31/20 Exelon reports 5.3% passive stake in XL Fleet 12/23/20 XL Fleet trading resumes after volatility halt, shares up 62% to $28.34 12/23/20 XL Fleet rises 44.2% 01/12/21 MorphoSys, Incyte say Health Canada accepts tafasitamab new drug submission 12/30/20 Incyte and Cellenkos in global pact for development for CK0804 in MF patients 12/14/20 Incyte announces RUXCOVID study of ruxolitinib did not meet primary endpoint 12/11/20 Lilly, Incyte say NEJM publishes results from Adaptive COVID-19 treatment trial 01/13/21 Danaher expects Q4 revenue up approx. 38.5% y-o-y, consensus $6.44B 12/21/20 Danaher names Jose-Carlos Gutierrez-Ramos as Chief Scientific Officer 12/18/20 Danaher operating company launches COVID-19 antigen test 11/23/20 Danaher's Beckman Coulter launches SARS-CoV-2 IgG II antibody test 01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 01/22/21 BTIG XL Fleet initiated with a Buy at BTIG 12/30/20 Rosenblatt Activist a 'new stage in the Intel journey of decline,' says Rosenblatt 12/28/20 Mizuho Xilinx price target raised to $150 from $112 at Mizuho 12/17/20 Deutsche Bank Xilinx price target raised to $155 from $143 at Deutsche Bank 11/23/20 RBC Capital AMD price target raised to $100 from $92 at RBC Capital 01/06/21 Cowen Danaher named a top diversified pick at Cowen 01/04/21 Evercore ISI Danaher added to Core Ideas List at Evercore ISI 12/02/20 Goldman Sachs Danaher initiated with a Buy at Goldman Sachs 11/25/20 RBC Capital Danaher downgraded to Sector Perform from Outperform at RBC Capital 01/21/21 Goldman Sachs Salesforce initiated with a Buy at Goldman Sachs 01/15/21 Credit Suisse Salesforce price target raised to $260 from $245 at Credit Suisse 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 01/07/21 Truist Incyte initiated with a Buy at Truist 01/07/21 Truist Incyte initiated with a Buy at Truist 01/04/21 Guggenheim Incyte upgraded to Buy from Neutral at Guggenheim 11/06/20 RBC Capital Incyte price target lowered to $86 from $96 at RBC Capital 10/21/20 Xilinx sees Q3 revenue $750M-$800M, consensus $772.28M 10/21/20 Xilinx reports Q2 EPS 82c, consensus 74c 10/21/20 Notable companies reporting after market close 07/30/20 Xilinx sees Q2 revenue $730M-$780M, consensus $730.26M 11/05/20 Incyte reports Q3 EPS 23c, consensus 75c 08/04/20 Incyte reports Q2 EPS $1.24, consensus 87c 08/03/20 Notable companies reporting before tomorrow's open 10/22/20 Danaher reports Q3 adj. EPS 1.72, consensus $1.36 10/21/20 Notable companies reporting before tomorrow's open 07/23/20 Danaher reports Q2 EPS $1.44, consensus $1.09 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c
Options
Unusual total active…
Unusual total active option classes on open include: BTWN (BTWN), Ally Financial (ALLY), IPOD (IPOD), Advanced Micro (AMD), Schlumberger (SLB), Oracle (ORCL), Nokia (NOK), Salesforce (CRM), Bed Bath & Beyond (BBBY), and Invesco Mortgage (IVR).
Show Hide Related Items >> <<
01/22/21 Schlumberger sees 'clear path' to double-digit margins in North America in 2021 01/22/21 Schlumberger sees FY21 capital investment $1.5B-$1.7B 01/22/21 Schlumberger CEO says 'concluded the year posting very strong fourth-quarter' 01/22/21 Schlumberger reports Q4 cash flow from operations $878M, free cash flow $554M 01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 12/29/20 Alpha One Capital's Dan Niles likes JPMorgan, Oracle, Magna Intl, Gan Ltd in '21 12/28/20 Elon Musk in Hawaii to 'seek some advice' from Larry Ellison 12/17/20 Walmart to roll out livestream shopping feature on TikTok 01/14/21 Nokia selected for U.S. Federal 5G Cybersecurity Project 01/14/21 Google Cloud, Nokia partner to accelerate cloud-native 5G readiness 01/14/21 Nokia, T-Mobile continue 5G partnership with five-year deal 01/13/21 T-Mobile announces five-year agreements with Ericsson, Nokia 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 01/19/21 Bed Bath & Beyond completes sale of Cost Plus World Market to Kingswood 01/07/21 Bed Bath & Beyond drops 11% to $18.61 after Q3 results, guidance miss estimates 01/07/21 Bed Bath & Beyond: Guidance assumes flat comparable sales in FY21 01/07/21 Bed Bath & Beyond: Digital comp sales up 94% in Q3, store comp sales down 14% 01/17/21 Fly Intel: Top five weekend stock stories 01/12/21 AMD announces ful portfolio of AMD Ryzen 5000 Series mobile processors 01/12/21 AMD shares slightly higher after CEO's keynote at CES 01/06/21 AMD promotes Darren Grasby to chief sales officer, Devinder Kumar to CFO 01/22/21 Ally Financial reports Q4 net interest margin 2.90%, up 26 bps y/y 01/12/21 Ally Financial announces $1.6B share repurchase plan, declares dividend of 19c 12/08/20 Ally Financial: Core trends 'look really strong' across the bank 12/08/20 Ally Financial sees mid-teens returns over next 1-2 years 01/19/21 JPMorgan Ally Financial price target raised to $47 from $32 at JPMorgan 01/13/21 Janney Montgomery Scott Ally Financial price target raised to $45 from $40 at Janney Montgomery Scott 01/13/21 Credit Suisse Ally Financial price target raised to $42 from $34 at Credit Suisse 01/13/21 Citi Ally Financial price target raised to $45 from $33 at Citi IPOD Social Capital Hedosophia Holdings Corp. IV 01/22/21 Truist Intel price target raised to $64 from $60 at Truist 01/14/21 Cowen AMD price target raised to $110 from $100 at Cowen 01/14/21 BMO Capital Intel upgraded to Outperform from Market Perform at BMO Capital 01/14/21 BMO Capital AMD downgraded to Underperform from Market Perform at BMO Capital 12/18/20 JPMorgan Schlumberger price target raised to $21 from $19 at JPMorgan 12/15/20 Citi Schlumberger price target raised to $30 from $25 at Citi 12/10/20 HSBC Schlumberger downgraded to Reduce from Hold at HSBC 11/30/20 Susquehanna Susquehanna raises targets across Oilfield Services on cyclical rebound 01/21/21 Goldman Sachs Oracle initiated with a Sell at Goldman Sachs 12/18/20 Fly Intel: Top five analyst upgrades 12/18/20 Monness Crespi Monness Crespi upgrades 'value play' Oracle to Buy with $82 price target 12/18/20 Monness Crespi Oracle upgraded to Buy from Neutral at Monness Crespi 01/14/21 Barclays Nokia price target raised to EUR 3.15 from EUR 2.90 at Barclays 01/13/21 UBS Nokia price target raised to EUR 4.40 from EUR 4.10 at UBS 01/12/21 Deutsche Bank Nokia price target raised to EUR 4 from EUR 3.50 at Deutsche Bank 12/14/20 Credit Suisse Nokia price target lowered to EUR 2.95 from EUR 3.05 at Credit Suisse 01/21/21 Goldman Sachs Salesforce initiated with a Buy at Goldman Sachs 01/15/21 Credit Suisse Salesforce price target raised to $260 from $245 at Credit Suisse 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 01/08/21 Wedbush Bed Bath & Beyond Q3 results 'mixed,' says Wedbush 01/08/21 Baird Bed Bath & Beyond elevated to Fresh Pick at Baird 01/05/21 Baird Bed Bath & Beyond Q3 expectations remain low, says Baird 10/29/20 Fly Intel: Top five analyst upgrades 12/14/20 Jefferies Invesco Mortgage initiated with an Underperform at Jefferies 06/30/20 BofA Invesco Mortgage initiated with an Underperform at BofA 06/09/20 Barclays Invesco Mortgage price target raised to $4 from $2 at Barclays 05/27/20 Barclays Invesco Mortgage downgraded to Underweight on book value erosion at Barclays 01/22/21 Schlumberger reports Q4 adjusted EPS 22c, consensus 17c 10/16/20 Schlumberger reports Q3 adjusted EPS 16c, consensus 12c 12/10/20 Oracle sees Q3 revenue up 1%-3% in constant FX, up 2%-4% in USD 12/10/20 Oracle sees Q3 EPS up 10%-14% to $1.06-$1.10 at constant FX, consensus $1.04 12/10/20 Oracle reports Q2 adjusted EPS $1.06, consensus $1.00 12/10/20 Notable companies reporting after market close 10/29/20 Nokia reports Q3 non-IFRS EPS EUR0.05 vs. EUR0.05 last year 07/31/20 Nokia raises FY20 non-IFRS EPS view to EUR0.25 plus or minus EUR0.05 07/31/20 Nokia reports Q2 non-IFRS EPS EUR0.06 vs. EUR0.05 last year 11/09/20 Invesco Mortgage reports Q3 core EPS 6c, two estimates 1c 08/06/20 Invesco Mortgage reports Q2 EPS ($1.80), consensus (46c) 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c 01/07/21 Bed Bath & Beyond sees FY21 revenue $8B-$8.2B, consensus $9.61B 01/07/21 Bed Bath & Beyond sees Q4 revenue down double-digit percent, consensus $2.92B 01/07/21 Bed Bath & Beyond reports Q3 adjusted EPS 8c, consensus 19c 01/06/21 Notable companies reporting before tomorrow's open 10/27/20 AMD boosts FY20 revenue growth view to 41% vs. 2019, consensus $8.92B 10/27/20 AMD sees Q4 revenue approximately $3B, plus or minus $100M 10/27/20 AMD reports Q3 adjusted EPS 41c, consensus 35c 07/28/20 AMD sees FY20 revenue growth of approximately 32% 01/22/21 Ally Financial reports Q4 adjusted EPS $1.60, consensus $1.05 01/21/21 Notable companies reporting before tomorrow's open 10/16/20 Ally Financial reports Q3 adjusted EPS $1.25, consensus 68c
Thursday
Initiation
Goldman Sachs analyst…
Goldman Sachs analyst Kash Rangan initiated coverage of Oracle with a Sell rating and $60 price target. The analyst said his view of the stock is supported by the firm's DX survey; when he asked CIOs which vendors will gain or lose share in DX budgets, amongst all vendors, Oracle did not perform well.
Show Hide Related Items >> <<
01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 12/29/20 Alpha One Capital's Dan Niles likes JPMorgan, Oracle, Magna Intl, Gan Ltd in '21 12/28/20 Elon Musk in Hawaii to 'seek some advice' from Larry Ellison 12/17/20 Walmart to roll out livestream shopping feature on TikTok 12/18/20 Fly Intel: Top five analyst upgrades 12/18/20 Monness Crespi Monness Crespi upgrades 'value play' Oracle to Buy with $82 price target 12/18/20 Monness Crespi Oracle upgraded to Buy from Neutral at Monness Crespi 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 12/10/20 Oracle sees Q3 revenue up 1%-3% in constant FX, up 2%-4% in USD 12/10/20 Oracle sees Q3 EPS up 10%-14% to $1.06-$1.10 at constant FX, consensus $1.04 12/10/20 Oracle reports Q2 adjusted EPS $1.06, consensus $1.00 12/10/20 Notable companies reporting after market close 01/21/21 Oracle picks Don Johnson to run new cloud and AI department, BI reports 12/14/20 Oracle's Ellison latest billionaire to leave California, Recode says 11/25/20 Bytedance receives extension for TikTok divestiture order, Reuters reports 11/25/20 Oracle viewed as possible rival suitor for Slack, New York Post says 12/18/20 Palantir downgrade at Credit Suisse among today's top calls on Wall Street 12/16/20 Microsoft reinstatement, Spotify downgrade among top calls on Wall Street 12/11/20 Fly Intel: Wall Street's top stories for Friday 12/11/20 Fly Intel: Wall Street's top stories at midday 12/10/20 Oracle options imply 6.5% move in share price post-earnings 09/21/20 Early notable gainers among liquid option names on September 21st 09/11/20 Early notable gainers among liquid option names on September 11th 09/10/20 Oracle options imply 6.9% move in share price post-earnings
Initiation
Goldman Sachs analyst…
Goldman Sachs analyst Kash Rangan initiated coverage of Salesforce with a Buy rating and $315 price target. Salesforce remains poised to be one of the most strategic application software companies in the $1T total addressable market cloud industry, the analyst tells investors in a research note. In spite of its size at about $25B estimated revenues in FY22, the company's current revenue performance obligation is organically growing in the high teens, Rangan states.
Show Hide Related Items >> <<
01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 01/15/21 Credit Suisse Salesforce price target raised to $260 from $245 at Credit Suisse 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 12/16/20 BofA Salesforce reinstated with a Buy at BofA 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c 12/05/20 Salesforce paying huge price for Slack, deal might not work, Barron's says 11/30/20 Salesforce deal for Slack coming tomorrow at premium, CNBC reports 11/30/20 Salesforce to acquire Slack at premium to current share price, CNBC reports 11/30/20 Salesforce acquisition of Slack to be announced tomorrow, CNBC reports 12/16/20 Microsoft reinstatement, Spotify downgrade among top calls on Wall Street 12/02/20 Fly Intel: Wall Street's top stories for Wednesday 12/02/20 #SocialStocks: Analysts unimpressed with Slack deal 12/02/20 Fly Intel: What to watch in Snowflake earnings report 12/03/20 Notable open interest changes for December 3rd 12/01/20 Salesforce options imply 9.1% move in share price post-earnings 11/27/20 Unusually active option classes on open November 27th 08/27/20 Notable open interest changes for August 27th
Periodicals
Oracle EVP Don Johnson,…
Oracle EVP Don Johnson, once thought to be a co-CEO contender, will run the company's new cloud and AI department, called Oracle Cloud Platform & AI Services, Business Insider's Ashley Stewart reports. Reference Link
Show Hide Related Items >> <<
01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 12/29/20 Alpha One Capital's Dan Niles likes JPMorgan, Oracle, Magna Intl, Gan Ltd in '21 12/28/20 Elon Musk in Hawaii to 'seek some advice' from Larry Ellison 12/17/20 Walmart to roll out livestream shopping feature on TikTok 12/18/20 Fly Intel: Top five analyst upgrades 12/18/20 Monness Crespi Monness Crespi upgrades 'value play' Oracle to Buy with $82 price target 12/18/20 Monness Crespi Oracle upgraded to Buy from Neutral at Monness Crespi 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 12/10/20 Oracle sees Q3 revenue up 1%-3% in constant FX, up 2%-4% in USD 12/10/20 Oracle sees Q3 EPS up 10%-14% to $1.06-$1.10 at constant FX, consensus $1.04 12/10/20 Oracle reports Q2 adjusted EPS $1.06, consensus $1.00 12/10/20 Notable companies reporting after market close 12/14/20 Oracle's Ellison latest billionaire to leave California, Recode says 11/25/20 Bytedance receives extension for TikTok divestiture order, Reuters reports 11/25/20 Oracle viewed as possible rival suitor for Slack, New York Post says 11/12/20 Commerce Department won't enforce TikTok shutdown order, WSJ reports 12/18/20 Palantir downgrade at Credit Suisse among today's top calls on Wall Street 12/16/20 Microsoft reinstatement, Spotify downgrade among top calls on Wall Street 12/11/20 Fly Intel: Wall Street's top stories for Friday 12/11/20 Fly Intel: Wall Street's top stories at midday 12/10/20 Oracle options imply 6.5% move in share price post-earnings 09/21/20 Early notable gainers among liquid option names on September 21st 09/11/20 Early notable gainers among liquid option names on September 11th 09/10/20 Oracle options imply 6.9% move in share price post-earnings
Over a week ago
Recommendations
Credit Suisse analyst…
Credit Suisse analyst Brad Zelnick raised the firm's price target on Salesforce to $260 from $245 and keeps an Outperform rating on the shares. Zelnick believes Salesforce will outperform in 2021 driven by its leadership in enabling digital transformations and ability to execute against this secular trend.
Show Hide Related Items >> <<
01/14/21 Microsoft, Oracle, Salseforce, others form Vaccination Credential Initiative 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 12/16/20 BofA Salesforce reinstated with a Buy at BofA 12/16/20 BofA Salesforce reinstated with a Buy, top pick at BofA 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c 12/05/20 Salesforce paying huge price for Slack, deal might not work, Barron's says 11/30/20 Salesforce deal for Slack coming tomorrow at premium, CNBC reports 11/30/20 Salesforce to acquire Slack at premium to current share price, CNBC reports 11/30/20 Salesforce acquisition of Slack to be announced tomorrow, CNBC reports 12/16/20 Microsoft reinstatement, Spotify downgrade among top calls on Wall Street 12/02/20 Fly Intel: Wall Street's top stories for Wednesday 12/02/20 #SocialStocks: Analysts unimpressed with Slack deal 12/02/20 Fly Intel: What to watch in Snowflake earnings report 12/03/20 Notable open interest changes for December 3rd 12/01/20 Salesforce options imply 9.1% move in share price post-earnings 11/27/20 Unusually active option classes on open November 27th 08/27/20 Notable open interest changes for August 27th
Hot Stocks
A group of health and…
A group of health and tech companies that includes Oracle (ORCL), Microsoft (MSFT), Cerner (CERN), Change Healthcare (CHNG), and Salesforce (CRM) is working on an inititiave known as the Vaccination Credential Initiative. The VCI is a coalition of public and private partners committed to empowering individuals with digital access to their vaccination records based on open, interoperable standards so they can protect and improve their health, and demonstrate their health status to safely return to travel, work, school and life while protecting their data privacy. Participating health organizations agree to provide individuals with digital access to their vaccination records using the open, interoperable SMART Health Cards specification based on W3C Verifiable Credential and HL7 FHIR standards and be listed in a common registry of issuers. Vaccination Data Sources can provide individuals with access to their SMART Health Cards. Reference Link
Show Hide Related Items >> <<
12/29/20 Alpha One Capital's Dan Niles likes JPMorgan, Oracle, Magna Intl, Gan Ltd in '21 12/28/20 Elon Musk in Hawaii to 'seek some advice' from Larry Ellison 12/17/20 Walmart to roll out livestream shopping feature on TikTok 12/17/20 Oracle exposes largest known CTV ad fraud operation 01/13/21 Warner Bros.' upcoming 'Harry Potter' game delayed to 2022 01/13/21 Amdocs expands agreement with Capita 01/12/21 Mimecast informed by Microsoft that Mimecast-issued certificate compromised 01/11/21 Airbnb says its PAC will 'withhold support' from those who opposed certification 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 12/01/20 Salesforce reports Q3 RPO of $15.3B, up 20% from last year 01/06/21 Change Healthcare jumps 37% to $25.10 after agreeing to merge with UnitedHealth 01/06/21 UnitedHealth's Optum to acquire Change Healthcare for $25.75 per share in cash 01/06/21 UnitedHealth's Optum to acquire Change Healthcare for $25.75 per share in cash 11/30/20 Change Healthcare sells Capacity Management business to HealthStream 01/14/21 Cerner to provide EHR to 12 behavioral health facilities across Virginia 12/16/20 Cerner to acquire Kantar Health for $375M in cash 12/11/20 Cerner raises quarterly dividend 22% to 22c per share 12/08/20 Cerner announces investment in Elligo Health Systems 12/18/20 Fly Intel: Top five analyst upgrades 12/18/20 Monness Crespi Monness Crespi upgrades 'value play' Oracle to Buy with $82 price target 12/18/20 Monness Crespi Oracle upgraded to Buy from Neutral at Monness Crespi 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 01/13/21 KeyBanc Windows upside could be limited with growth skewed to consumer, says KeyBanc 01/12/21 Morgan Stanley CIO survey shows Microsoft 'dominance,' says Morgan Stanley 01/11/21 JPMorgan Microsoft in-house chip co-designed by Marvell, says JPMorgan 01/07/21 Rosenblatt Arista Networks upgraded to Buy from Neutral at Rosenblatt 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/16/20 BofA Salesforce reinstated with a Buy at BofA 12/16/20 BofA Salesforce reinstated with a Buy, top pick at BofA 01/07/21 Canaccord Cerner price target raised to $89 from $81 at Canaccord 12/29/20 Argus Cerner price target raised to $88 from $77 at Argus 10/30/20 Piper Sandler Cerner price target raised to $84 from $81 at Piper Sandler 07/31/20 Deutsche Bank Cerner price target raised to $77 from $72 at Deutsche Bank 01/11/21 Berenberg Change Healthcare downgraded to Hold from Buy at Berenberg 01/07/21 Deutsche Bank Change Healthcare downgraded to Hold from Buy at Deutsche Bank 01/07/21 Cantor Fitzgerald Change Healthcare downgraded to Neutral from Overweight at Cantor Fitzgerald 01/07/21 Wells Fargo Change Healthcare downgraded to Equal Weight from Overweight at Wells Fargo 12/10/20 Oracle sees Q3 revenue up 1%-3% in constant FX, up 2%-4% in USD 12/10/20 Oracle sees Q3 EPS up 10%-14% to $1.06-$1.10 at constant FX, consensus $1.04 12/10/20 Oracle reports Q2 adjusted EPS $1.06, consensus $1.00 12/10/20 Notable companies reporting after market close 10/27/20 Microsoft sees Q2 Productivity and Business Processes revenue $12.75B-$13B 10/27/20 Microsoft reports Q1 EPS $1.82, consensus $1.54 10/27/20 Notable companies reporting after market close 07/22/20 Microsoft reports Q4 EPS $1.46, consensus $1.37 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c 11/04/20 Change Healthcare sees Q3 EPS 28c-33c, consensus 29c 11/04/20 Change Healthcare reports Q2 EPS 32c, consensus 25c 11/04/20 Notable companies reporting after market close 09/09/20 Change Healthcare raises Q2 adj. EPS view to 24c-28c from 20c-23c, consensus 22c 10/28/20 Cerner sees Q4 adjusted EPS 76c-80c, consensus 78c 10/28/20 Cerner reports Q3 adjusted EPS 72c, consensus 71c 10/28/20 Notable companies reporting after market close 07/29/20 Cerner sees FY20 EPS $2.80-$2.88, consensus $2.83
Conference/Events
Annual Virtual Software…
Annual Virtual Software Bus Tour to be held on January 13-14.
Show Hide Related Items >> <<
12/08/20 Zuora announce strategic partnership with Stripe 12/08/20 Zuora to partner with Stripe to accelerate growth of 'Subscription Economy' 12/03/20 Zuora reports Q3 customer usage of solutions up 31% at $14.6B 01/04/21 Slack says customers may have trouble loading messages, connecting 12/01/20 Salesforce acquires Slack in cash and stock deal worth $27.7B 12/01/20 Salesforce to acquire Slack in cash and stock deal worth $27.7B 11/25/20 Slack Technologies CEO sells 75K shares of common stock 01/13/21 VMware names CFO Rowe interim CEO, board starts search 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 01/12/21 New Relic announces integration with Snowflake 01/12/21 FactSet announces expanded offering with Snowflake 12/30/20 Snowflake gives notice of early lock-up release date of January 7, 2021 12/10/20 Oracle CEO says pandemic affects us positively and negatively 12/29/20 Alpha One Capital's Dan Niles likes JPMorgan, Oracle, Magna Intl, Gan Ltd in '21 12/28/20 Elon Musk in Hawaii to 'seek some advice' from Larry Ellison 12/17/20 Walmart to roll out livestream shopping feature on TikTok 12/17/20 Oracle exposes largest known CTV ad fraud operation 01/07/21 Medallia's video feedback solution LivingLens achieves HIPAA compliance 12/15/20 Medallia promotes Elizabeth Carducci to chief revenue officer 12/04/20 Medallia falls -11.4% 12/01/20 Verisk Analytics expands relationship with Medallia JEF Jefferies Financial Group 01/04/21 Jefferies Financial Group jumps 4% to $25.75 after Q4 results, increased buyback 01/04/21 Jefferies Financial Group raises quarterly dividend by 33% to 20c per share 01/04/21 Jefferies Financial Group raises stock buyback to $250M 10/14/20 Jefferies Financial Group announces Bob Corker as special advisor 12/30/20 Intuit director sells 4.1K shares of common stock 11/25/20 Intuit gets DOJ nod to buy Credit Karma after pact to sell tax unit to Square 11/25/20 Intuit reports Credit Karma Tax business to be sold to Square 11/25/20 Intuit announces DOJ clearance for acquisition of Credit Karma 12/08/20 Verizon expands SD WAN portfolio with Silver Peak 12/01/20 HP Enterprise to relocate headquarters to Houston, Texas 11/17/20 Zuora announces Paul Heard as chief information officer 11/12/20 Zscaler appoints Chris Kozup as CMO 01/05/21 Elastic appoints Ashutosh Kulkarni as chief product officer 12/03/20 Elastic rises 16.2% 12/03/20 Elastic rises 9.4% 12/02/20 Elastic introduces Elastic Cloud on Amazon Web Services 01/04/21 DocuSign CEO says investing 'aggressively,' sees 'tremendous' amount of runway 12/03/20 DocuSign jumps 7% to $247.88 after Q3 results beat estimates 11/16/20 Lone Pine buys Square, exits Visa in Q3 09/30/20 DocuSign CEO: We're not concentrated in any one vertical 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 12/01/20 Salesforce reports Q3 RPO of $15.3B, up 20% from last year 12/16/20 Box says DCMA issued $6.2M contract for Box's cloud content management 12/15/20 Box opens R&D Engineering site in Warsaw, Poland 12/09/20 Box selected by Air Force to power programs for two commands 12/01/20 Box slips 6.5% to $17.33 after Q3 earnings report 12/10/20 Asana rises 10.7% 12/09/20 Asana jumps 11% to $31.50 after Q3 results, Q4 guidance beat estimates 10/02/20 Asana co-founder Rosenstein sells 1.15M share of common stock 10/02/20 Asana CEO sells 900K shares of common stock $472.02 / +0.2701 (+0.06%)
12/10/20 Adobe announces up to $15B new stock repurchase authority 11/13/20 Third Point takes stake in PG&E, boosts Alibaba stake, exits Baxter 11/09/20 Adobe to acquire Workfront for $1.5B 10/20/20 Adobe unveils preview of attribution tool in Adobe Creative Cloud JEF Jefferies Financial Group 01/06/21 Oppenheimer Jefferies Financial Group price target raised to $32 from $26 at Oppenheimer 01/05/21 Wells Fargo Goldman Sachs shares to pass all-time high 'soon,' says Wells Fargo 09/16/20 Keefe Bruyette Jefferies upgraded to Outperform from Market Perform at Keefe Bruyette 10/05/20 BTIG Medallia initiated with a Buy at BTIG 09/24/20 Oppenheimer Medallia recent selloff looks overdone, says Oppenheimer 09/04/20 Truist Medallia price target raised to $39 from $33 at Truist 09/04/20 Roth Capital Medallia positioned for further growth, says Roth Capital 01/11/21 Piper Sandler Bill.com price target raised to $140 from $120 at Piper Sandler 12/10/20 RBC Capital Asana price target raised to $36 from $30 at RBC Capital 12/10/20 Jefferies Asana price target raised to $35 from $30 at Jefferies 12/10/20 Oppenheimer Asana price target raised to $35 from $30 at Oppenheimer $472.02 / +0.2701 (+0.06%)
01/13/21 Stifel Adobe transferred with Buy rating at Stifel 12/11/20 BMO Capital Adobe price target raised to $570 from $560 at BMO Capital 12/11/20 RBC Capital Adobe price target raised to $575 from $570 at RBC Capital 12/10/20 Oppenheimer Adobe reports 'good' results, fundamentals remain solid, says Oppenheimer 12/18/20 Fly Intel: Top five analyst upgrades 12/18/20 Monness Crespi Monness Crespi upgrades 'value play' Oracle to Buy with $82 price target 12/18/20 Monness Crespi Oracle upgraded to Buy from Neutral at Monness Crespi 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 01/13/21 BMO Capital VMware downgraded to Market Perform from Outperform at BMO Capital 01/13/21 JPMorgan Dell selloff on VMware CEO change news a buying opportunity, says JPMorgan 01/13/21 Citi Citi opens positive catalyst watch on Intel, boosts target to $55 after CEO news 01/13/21 RBC Capital Buy AMD into earnings given pullback after Intel announcement, says RBC Capital 12/16/20 Morgan Stanley HP Enterprise price target raised to $13.50 from $13 at Morgan Stanley 12/02/20 Citi HP Enterprise price target raised to $10 from $9 at Citi 11/16/20 Fly Intel: Top five analyst upgrades 11/16/20 Raymond James HP Enterprise upgraded to Outperform from Market Perform at Raymond James 08/27/20 Craig-Hallum Box price target raised to $30 from $24 at Craig-Hallum 08/27/20 Morgan Stanley Box has large, attractive market opportunity, says Morgan Stanley 05/28/20 Raymond James Box price target raised to $24 from $18 at Raymond James 05/28/20 Craig-Hallum Box upgraded to Buy at Craig-Hallum on improved execution, net expansion 01/05/21 Piper Sandler DocuSign upgraded on 'sticky' e-signature demand at Piper Sandler 01/04/21 Piper Sandler DocuSign upgraded to Overweight from Neutral at Piper Sandler 12/09/20 Fly Intel: Top five analyst downgrades 12/09/20 JPMorgan DocuSign downgraded to Neutral from Overweight at JPMorgan 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/16/20 BofA Salesforce reinstated with a Buy at BofA 12/16/20 BofA Salesforce reinstated with a Buy, top pick at BofA 01/13/21 Citi Snowflake price target raised to $325 from $300 at Citi 01/05/21 Deutsche Bank Deutsche cuts Snowflake target with upcoming lockup adding 87% to float 12/18/20 Fly Intel: Top five analyst initiations 12/18/20 William Blair Snowflake initiated with a Market Perform at William Blair 01/13/21 Citi Elastic price target raised to $190 from $160 at Citi 01/11/21 Barclays Elastic price target raised to $175 from $151 at Barclays 01/05/21 Piper Sandler Elastic price target raised to $165 from $145 at Piper Sandler 12/28/20 Monness Crespi Elastic price target raised to $184 from $156 at Monness Crespi 01/11/21 Barclays Intuit reinstated with an Overweight at Barclays 12/22/20 Citi Intuit price target raised to $383 from $378 at Citi 12/11/20 Goldman Sachs Intuit reinstated with a Neutral at Goldman Sachs 12/09/20 Fly Intel: Top five analyst upgrades 12/17/20 Morgan Stanley Morgan Stanley sees Domo 'ready to play offense,' upgrades to Overweight 12/17/20 Morgan Stanley Domo upgraded to Overweight from Equal Weight at Morgan Stanley 12/04/20 JMP Securities Domo price target raised to $60 from $53 at JMP Securities 09/04/20 Needham Domo price target raised to $61 from $47 at Needham 12/04/20 Canaccord Zuora risk/reward attractive into next year, says Canaccord 06/29/20 Goldman Sachs Zuora price target raised to $11 from $10 at Goldman Sachs 06/16/20 Northland Zuora initiated with a Market Perform at Northland 06/04/20 Canaccord Zuora price target raised to $19 from $15 at Canaccord 12/09/20 Morgan Stanley Salesforce $50B revenue target unlikely a source of upside, says Morgan Stanley 12/09/20 Canaccord Salesforce valuation compelling especially on pullback, says Canaccord 12/09/20 Morgan Stanley Slack Technologies upgraded to Equal Weight from Underweight at Morgan Stanley 12/03/20 Wedbush Slack Technologies upgraded to Neutral from Underperform at Wedbush 12/03/20 Zuora sees FY21 EPS (14c) to (13c), consensus (16c) 12/03/20 Zuora sees Q4 EPS (6c) to (5c), consensus (5c) 12/03/20 Zuora reports Q3 EPS (1c), consensus (5c) 09/02/20 Zuora sees Q3 adjusted EPS (5c)-(4c), consensus (5c) 12/01/20 Slack reports Q3 adjusted EPS 1c, consensus (4c) 09/08/20 Slack Technologies sees FY21 EPS (14c) to (13c), consensus (16c) 09/08/20 Slack Technologies sees Q3 EPS (6c) to (5c), consensus (5c) 09/08/20 Slack Technologies reports Q2 EPS 0c, consensus (3c) 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 12/02/20 Snowflake sees Q4 GAAP product revenue up 97%-103% from last year at $162M-$167M 12/02/20 Snowflake reports Q3 EPS ($1.01), consensus (26c) 12/02/20 Notable companies reporting after market close 12/10/20 Oracle sees Q3 revenue up 1%-3% in constant FX, up 2%-4% in USD 12/10/20 Oracle sees Q3 EPS up 10%-14% to $1.06-$1.10 at constant FX, consensus $1.04 12/10/20 Oracle reports Q2 adjusted EPS $1.06, consensus $1.00 12/10/20 Notable companies reporting after market close 12/03/20 Medallia sees Q4 revenue $123.5M-$125.5M, consensus $122.83M 12/03/20 Medallia reports Q3 EPS 1c, consensus (1c) 12/03/20 Notable companies reporting after market close 09/03/20 Medallia sees Q3 revenue $115.6M-$117.6M, consensus $116.49M. JEF Jefferies Financial Group 01/04/21 Jefferies Financial Group reports Q4 EPS $1.12, two estimates 49c 09/23/20 Jefferies Financial reports Q3 EPS $1.07, two estimates 33c 12/07/20 Intuit sees FY21 EPS $8.20-$8.40, consensus $8.58 12/07/20 Intuit sees Q2 EPS $1.25-$1.31, consensus $1.33 11/19/20 Intuit sees FY21 adjusted EPS $8.40-$8.55, consensus $8.43 11/19/20 Intuit sees Q2 adjusted EPS $1.31-$1.34, consensus $1.21 12/01/20 HP Enterprise sees Q1 revenue down mid-single digits from Q4 12/01/20 HP Enterprise sees FY21 adjusted EPS $1.60-$1.78, consensus $1.54 12/01/20 HP Enterprise sees Q1 adjusted EPS 40c-44c, consensus 35c 12/01/20 HP Enterprise reports Q4 adjusted EPS 37c, consensus 34c 12/02/20 Elastic raises FY21 adj. EPS view to (40c)-(32c) from (83c)-(69c) 12/02/20 Elastic sees Q3 adjusted EPS (16c)-(14c), consensus (28c) 12/02/20 Elastic reports Q2 adjusted EPS (3c), consensus (20c) 08/26/20 Elastic raises FY21 adj. EPS view to (83c)-(69c) from (98c)-(85c) 12/03/20 Domo narrows FY21 EPS view to ($1.87)-($1.83) from ($1.91)-($1.83) 12/03/20 Domo sees Q4 adjusted EPS (46c)-(42c), consensus (43c) 12/03/20 Domo reports Q3 adjusted EPS (40c), consensus (44c) 09/03/20 Domo sees FY21 EPS ($1.91) to ($1.83), consensus ($2.03) 12/03/20 DocuSign sees FY21 revenue $1.426B-$1.430B, consensus $1.39B 12/03/20 DocuSign sees Q4 revenue $404M-$408M, consensus $387.34M 12/03/20 DocuSign reports Q3 non-GAAP EPS 22c, consensus 13c 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c 12/01/20 Box raises FY21 adj. EPS view to 64c-66c from 56c-60c, consensus 58c 12/01/20 Box sees Q4 adjusted EPS 16c-18c, consensus 15c 12/01/20 Box reports Q3 adjusted EPS 20c, consensus 14c 12/01/20 Notable companies reporting after market close 12/09/20 Asana sees FY21 EPS ($1.24) to ($1.21) 12/09/20 Asana sees Q4 EPS (27c) to (25c), consensus (31c) 12/09/20 Asana reports Q3 EPS (34c), consensus (37c) 12/09/20 Notable companies reporting after market close $472.02 / +0.2701 (+0.06%)
12/10/20 Adobe sees FY21 EPS $11.20, consensus $11.17 12/10/20 Adobe sees Q1 EPS $2.78, consensus $2.59 12/10/20 Adobe reports Q4 EPS $2.81, consensus $2.66 12/09/20 Notable companies reporting before tomorrow's open
Conference/Events
Annual Virtual Software…
Annual Virtual Software Bus Tour to be held on January 13-14.
Show Hide Related Items >> <<
12/08/20 Zuora announce strategic partnership with Stripe 12/08/20 Zuora to partner with Stripe to accelerate growth of 'Subscription Economy' 12/03/20 Zuora reports Q3 customer usage of solutions up 31% at $14.6B 01/04/21 Slack says customers may have trouble loading messages, connecting 12/01/20 Salesforce acquires Slack in cash and stock deal worth $27.7B 12/01/20 Salesforce to acquire Slack in cash and stock deal worth $27.7B 11/25/20 Slack Technologies CEO sells 75K shares of common stock 01/13/21 Intel appoints VMware's Pat Gelsinger as new CEO, Swan to step down 01/13/21 Intel jumps 13% after CNBC says CEO Swan to be replaced 01/05/21 Pure Storage appoints Ajay Singh as Chief Product Officer 12/29/20 VMware initiates legal proceedings against former COO for breach of contract 01/12/21 New Relic announces integration with Snowflake 01/12/21 FactSet announces expanded offering with Snowflake 12/30/20 Snowflake gives notice of early lock-up release date of January 7, 2021 12/10/20 Oracle CEO says pandemic affects us positively and negatively 12/29/20 Alpha One Capital's Dan Niles likes JPMorgan, Oracle, Magna Intl, Gan Ltd in '21 12/28/20 Elon Musk in Hawaii to 'seek some advice' from Larry Ellison 12/17/20 Walmart to roll out livestream shopping feature on TikTok 12/17/20 Oracle exposes largest known CTV ad fraud operation 01/07/21 Medallia's video feedback solution LivingLens achieves HIPAA compliance 12/15/20 Medallia promotes Elizabeth Carducci to chief revenue officer 12/04/20 Medallia falls -11.4% 12/01/20 Verisk Analytics expands relationship with Medallia JEF Jefferies Financial Group 01/04/21 Jefferies Financial Group jumps 4% to $25.75 after Q4 results, increased buyback 01/04/21 Jefferies Financial Group raises quarterly dividend by 33% to 20c per share 01/04/21 Jefferies Financial Group raises stock buyback to $250M 10/14/20 Jefferies Financial Group announces Bob Corker as special advisor 12/30/20 Intuit director sells 4.1K shares of common stock 11/25/20 Intuit gets DOJ nod to buy Credit Karma after pact to sell tax unit to Square 11/25/20 Intuit reports Credit Karma Tax business to be sold to Square 11/25/20 Intuit announces DOJ clearance for acquisition of Credit Karma 12/08/20 Verizon expands SD WAN portfolio with Silver Peak 12/01/20 HP Enterprise to relocate headquarters to Houston, Texas 11/17/20 Zuora announces Paul Heard as chief information officer 11/12/20 Zscaler appoints Chris Kozup as CMO 01/05/21 Elastic appoints Ashutosh Kulkarni as chief product officer 12/03/20 Elastic rises 16.2% 12/03/20 Elastic rises 9.4% 12/02/20 Elastic introduces Elastic Cloud on Amazon Web Services 01/04/21 DocuSign CEO says investing 'aggressively,' sees 'tremendous' amount of runway 12/03/20 DocuSign jumps 7% to $247.88 after Q3 results beat estimates 11/16/20 Lone Pine buys Square, exits Visa in Q3 09/30/20 DocuSign CEO: We're not concentrated in any one vertical 01/11/21 IBM acquires 7Summits, terms not disclosed 12/01/20 Salesforce CEO says fundamental customer experience changes with Slack 12/01/20 Salesforce falls 4% to $231.43 after Q3 earnings, guidance, confirmed Slack deal 12/01/20 Salesforce reports Q3 RPO of $15.3B, up 20% from last year 12/16/20 Box says DCMA issued $6.2M contract for Box's cloud content management 12/15/20 Box opens R&D Engineering site in Warsaw, Poland 12/09/20 Box selected by Air Force to power programs for two commands 12/01/20 Box slips 6.5% to $17.33 after Q3 earnings report 12/10/20 Asana rises 10.7% 12/09/20 Asana jumps 11% to $31.50 after Q3 results, Q4 guidance beat estimates 10/02/20 Asana co-founder Rosenstein sells 1.15M share of common stock 10/02/20 Asana CEO sells 900K shares of common stock 12/10/20 Adobe announces up to $15B new stock repurchase authority 11/13/20 Third Point takes stake in PG&E, boosts Alibaba stake, exits Baxter 11/09/20 Adobe to acquire Workfront for $1.5B 10/20/20 Adobe unveils preview of attribution tool in Adobe Creative Cloud JEF Jefferies Financial Group 01/06/21 Oppenheimer Jefferies Financial Group price target raised to $32 from $26 at Oppenheimer 01/05/21 Wells Fargo Goldman Sachs shares to pass all-time high 'soon,' says Wells Fargo 09/16/20 Keefe Bruyette Jefferies upgraded to Outperform from Market Perform at Keefe Bruyette 10/05/20 BTIG Medallia initiated with a Buy at BTIG 09/24/20 Oppenheimer Medallia recent selloff looks overdone, says Oppenheimer 09/04/20 Truist Medallia price target raised to $39 from $33 at Truist 09/04/20 Roth Capital Medallia positioned for further growth, says Roth Capital 01/11/21 Piper Sandler Bill.com price target raised to $140 from $120 at Piper Sandler 12/10/20 RBC Capital Asana price target raised to $36 from $30 at RBC Capital 12/10/20 Jefferies Asana price target raised to $35 from $30 at Jefferies 12/10/20 Oppenheimer Asana price target raised to $35 from $30 at Oppenheimer 12/11/20 BMO Capital Adobe price target raised to $570 from $560 at BMO Capital 12/11/20 RBC Capital Adobe price target raised to $575 from $570 at RBC Capital 12/10/20 Oppenheimer Adobe reports 'good' results, fundamentals remain solid, says Oppenheimer 12/07/20 Cleveland Research Partner checks point to upside for Adobe, says Cleveland Research 12/18/20 Fly Intel: Top five analyst upgrades 12/18/20 Monness Crespi Monness Crespi upgrades 'value play' Oracle to Buy with $82 price target 12/18/20 Monness Crespi Oracle upgraded to Buy from Neutral at Monness Crespi 12/17/20 Rosenblatt LivePerson initiated with a Buy at Rosenblatt 12/21/20 Citi Citi names Dell new to pick for 2021, adds to Focus List 12/03/20 DA Davidson Zscaler price target raised to $185 from $155 at DA Davidson 11/25/20 Wells Fargo Dell Technologies price target raised to $80 from $75 at Wells Fargo 11/25/20 Morgan Stanley Dell Technologies price target raised to $95 from $82 at Morgan Stanley 12/16/20 Morgan Stanley HP Enterprise price target raised to $13.50 from $13 at Morgan Stanley 12/02/20 Citi HP Enterprise price target raised to $10 from $9 at Citi 11/16/20 Fly Intel: Top five analyst upgrades 11/16/20 Raymond James HP Enterprise upgraded to Outperform from Market Perform at Raymond James 08/27/20 Craig-Hallum Box price target raised to $30 from $24 at Craig-Hallum 08/27/20 Morgan Stanley Box has large, attractive market opportunity, says Morgan Stanley 05/28/20 Raymond James Box price target raised to $24 from $18 at Raymond James 05/28/20 Craig-Hallum Box upgraded to Buy at Craig-Hallum on improved execution, net expansion 01/05/21 Piper Sandler DocuSign upgraded on 'sticky' e-signature demand at Piper Sandler 01/04/21 Piper Sandler DocuSign upgraded to Overweight from Neutral at Piper Sandler 12/09/20 Fly Intel: Top five analyst downgrades 12/09/20 JPMorgan DocuSign downgraded to Neutral from Overweight at JPMorgan 01/11/21 Piper Sandler Salesforce downgraded to Neutral from Overweight at Piper Sandler 12/16/20 BofA Salesforce reinstated with a Buy at BofA 12/16/20 BofA Salesforce reinstated with a Buy, top pick at BofA 01/13/21 Citi Snowflake price target raised to $325 from $300 at Citi 01/05/21 Deutsche Bank Deutsche cuts Snowflake target with upcoming lockup adding 87% to float 12/18/20 Fly Intel: Top five analyst initiations 12/18/20 William Blair Snowflake initiated with a Market Perform at William Blair 01/13/21 Citi Elastic price target raised to $190 from $160 at Citi 01/11/21 Barclays Elastic price target raised to $175 from $151 at Barclays 01/05/21 Piper Sandler Elastic price target raised to $165 from $145 at Piper Sandler 12/28/20 Monness Crespi Elastic price target raised to $184 from $156 at Monness Crespi 01/11/21 Barclays Intuit reinstated with an Overweight at Barclays 12/22/20 Citi Intuit price target raised to $383 from $378 at Citi 12/11/20 Goldman Sachs Intuit reinstated with a Neutral at Goldman Sachs 12/09/20 Fly Intel: Top five analyst upgrades 12/17/20 Morgan Stanley Morgan Stanley sees Domo 'ready to play offense,' upgrades to Overweight 12/17/20 Morgan Stanley Domo upgraded to Overweight from Equal Weight at Morgan Stanley 12/04/20 JMP Securities Domo price target raised to $60 from $53 at JMP Securities 09/04/20 Needham Domo price target raised to $61 from $47 at Needham 12/04/20 Canaccord Zuora risk/reward attractive into next year, says Canaccord 06/29/20 Goldman Sachs Zuora price target raised to $11 from $10 at Goldman Sachs 06/16/20 Northland Zuora initiated with a Market Perform at Northland 06/04/20 Canaccord Zuora price target raised to $19 from $15 at Canaccord 12/09/20 Morgan Stanley Salesforce $50B revenue target unlikely a source of upside, says Morgan Stanley 12/09/20 Canaccord Salesforce valuation compelling especially on pullback, says Canaccord 12/09/20 Morgan Stanley Slack Technologies upgraded to Equal Weight from Underweight at Morgan Stanley 12/03/20 Wedbush Slack Technologies upgraded to Neutral from Underperform at Wedbush 12/03/20 Zuora sees FY21 EPS (14c) to (13c), consensus (16c) 12/03/20 Zuora sees Q4 EPS (6c) to (5c), consensus (5c) 12/03/20 Zuora reports Q3 EPS (1c), consensus (5c) 09/02/20 Zuora sees Q3 adjusted EPS (5c)-(4c), consensus (5c) 12/01/20 Slack reports Q3 adjusted EPS 1c, consensus (4c) 09/08/20 Slack Technologies sees FY21 EPS (14c) to (13c), consensus (16c) 09/08/20 Slack Technologies sees Q3 EPS (6c) to (5c), consensus (5c) 09/08/20 Slack Technologies reports Q2 EPS 0c, consensus (3c) 11/24/20 VMware sees FY22 revenue up high single digits, consensus $12.82B 11/24/20 VMware sees FY21 EPS $7.03, consensus $6.66 11/24/20 VMware sees Q4 EPS $2.04, consensus $1.88 11/24/20 VMware raises FY21 EPS view to $7.03 from $6.62, consensus $6.66 12/02/20 Snowflake sees Q4 GAAP product revenue up 97%-103% from last year at $162M-$167M 12/02/20 Snowflake reports Q3 EPS ($1.01), consensus (26c) 12/02/20 Notable companies reporting after market close 12/10/20 Oracle sees Q3 revenue up 1%-3% in constant FX, up 2%-4% in USD 12/10/20 Oracle sees Q3 EPS up 10%-14% to $1.06-$1.10 at constant FX, consensus $1.04 12/10/20 Oracle reports Q2 adjusted EPS $1.06, consensus $1.00 12/10/20 Notable companies reporting after market close 12/03/20 Medallia sees Q4 revenue $123.5M-$125.5M, consensus $122.83M 12/03/20 Medallia reports Q3 EPS 1c, consensus (1c) 12/03/20 Notable companies reporting after market close 09/03/20 Medallia sees Q3 revenue $115.6M-$117.6M, consensus $116.49M. JEF Jefferies Financial Group 01/04/21 Jefferies Financial Group reports Q4 EPS $1.12, two estimates 49c 09/23/20 Jefferies Financial reports Q3 EPS $1.07, two estimates 33c 12/07/20 Intuit sees FY21 EPS $8.20-$8.40, consensus $8.58 12/07/20 Intuit sees Q2 EPS $1.25-$1.31, consensus $1.33 11/19/20 Intuit sees FY21 adjusted EPS $8.40-$8.55, consensus $8.43 11/19/20 Intuit sees Q2 adjusted EPS $1.31-$1.34, consensus $1.21 12/01/20 HP Enterprise sees Q1 revenue down mid-single digits from Q4 12/01/20 HP Enterprise sees FY21 adjusted EPS $1.60-$1.78, consensus $1.54 12/01/20 HP Enterprise sees Q1 adjusted EPS 40c-44c, consensus 35c 12/01/20 HP Enterprise reports Q4 adjusted EPS 37c, consensus 34c 12/02/20 Elastic raises FY21 adj. EPS view to (40c)-(32c) from (83c)-(69c) 12/02/20 Elastic sees Q3 adjusted EPS (16c)-(14c), consensus (28c) 12/02/20 Elastic reports Q2 adjusted EPS (3c), consensus (20c) 08/26/20 Elastic raises FY21 adj. EPS view to (83c)-(69c) from (98c)-(85c) 12/03/20 Domo narrows FY21 EPS view to ($1.87)-($1.83) from ($1.91)-($1.83) 12/03/20 Domo sees Q4 adjusted EPS (46c)-(42c), consensus (43c) 12/03/20 Domo reports Q3 adjusted EPS (40c), consensus (44c) 09/03/20 Domo sees FY21 EPS ($1.91) to ($1.83), consensus ($2.03) 12/03/20 DocuSign sees FY21 revenue $1.426B-$1.430B, consensus $1.39B 12/03/20 DocuSign sees Q4 revenue $404M-$408M, consensus $387.34M 12/03/20 DocuSign reports Q3 non-GAAP EPS 22c, consensus 13c 12/01/20 Salesforce initiates FY22 revenue view of $25.45B-$25.55B, consensus $24.5B 12/01/20 Salesforce initiates Q1 revenue view of $5.68B-$5.715B 12/01/20 Salesforce raises FY21 EPS view to $4.62-$4.63 from $3.72-3.74 12/01/20 Salesforce sees Q4 EPS 73c-74c, consensus 86c 12/01/20 Box raises FY21 adj. EPS view to 64c-66c from 56c-60c, consensus 58c 12/01/20 Box sees Q4 adjusted EPS 16c-18c, consensus 15c 12/01/20 Box reports Q3 adjusted EPS 20c, consensus 14c 12/01/20 Notable companies reporting after market close 12/09/20 Asana sees FY21 EPS ($1.24) to ($1.21) 12/09/20 Asana sees Q4 EPS (27c) to (25c), consensus (31c) 12/09/20 Asana reports Q3 EPS (34c), consensus (37c) 12/09/20 Notable companies reporting after market close 12/10/20 Adobe sees FY21 EPS $11.20, consensus $11.17 12/10/20 Adobe sees Q1 EPS $2.78, consensus $2.59 12/10/20 Adobe reports Q4 EPS $2.81, consensus $2.66 12/09/20 Notable companies reporting before tomorrow's open