Breaking News

Friday Show Full Stories X To view all stories in expanded form, please subscribe. Get Free Trial Send Info
Recommendations	Pure Storage a share gainer with 'robust' subscription growth, says Lake Street » 08:47 05/29/20 05/29 08:47 05/29/20 08:47 PSTG Pure Storage $16.79 / -0.58 (-3.34%) Lake Street analyst Eric… Lake Street analyst Eric Martinuzzi noted that "share gainer" Pure Storage (PSTG) grew revenue 12% this quarter, which he added cannot be said about Dell's (DELL) storage unit "or any other leading player in enterprise storage." While he "briefly considered" raising his $19 price target due to the company's relative outperformance, he did not, but tells investors that an unchanged price target set 90 days ago should be viewed "as a ringing endorsement" in the current environment. The analyst, who also noted that Subscription Services revenue grew a "robust" 37% in Q1 and account for 33% of the company's revenue, keeps a Buy rating on Pure Storage shares. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Pure Storage up 6% to 17.75 after Q1 results beat estimates 02/27/20 Fly Intel: After Hours Movers PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/29/20 Northland Pure Storage price target raised to $23 from $21 at Northland 05/19/20 Barclays Barclays lowers estimates in IT hardware after April survey 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Pure Storage reports Q1 non-GAAP EPS (2c), consensus (15c) 05/28/20 Pure Storage withdraws 2021 guidance 05/28/20 Pure Storage reports Q1 EPS (34c), consensus (15c) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Notable companies reporting after market close PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Fly Intel: After-Hours Movers 01/21/20 Fly Intel: What to watch in IBM's earnings report 06/25/20 Pure Storage PSTG Pure Storage $16.79 / -0.58 (-3.34%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish
Recommendations	Pure Storage price target raised to $23 from $21 at Northland » 08:45 05/29/20 05/29 08:45 05/29/20 08:45 PSTG Pure Storage $16.79 / -0.58 (-3.34%) Northland analyst Nehal… Northland analyst Nehal Chokshi raised the firm's price target on Pure Storage to $23 from $21 and keeps an Outperform rating on the shares. The analyst increased estimates post the company's Q1 results. Its color on current trends suggest product revenue will decline only modestly, which is much better than feared, Chokshi tells investors in a research note. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Pure Storage up 6% to 17.75 after Q1 results beat estimates 02/27/20 Fly Intel: After Hours Movers PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/19/20 Barclays Barclays lowers estimates in IT hardware after April survey 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Pure Storage reports Q1 non-GAAP EPS (2c), consensus (15c) 05/28/20 Pure Storage withdraws 2021 guidance 05/28/20 Pure Storage reports Q1 EPS (34c), consensus (15c) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Notable companies reporting after market close PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Fly Intel: After-Hours Movers 01/21/20 Fly Intel: What to watch in IBM's earnings report 06/25/20 Pure Storage PSTG Pure Storage $16.79 / -0.58 (-3.34%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish

Thursday
On The Fly	Fly Intel: After-Hours Movers » 19:04 05/28/20 05/28 19:04 05/28/20 19:04 ZS Zscaler $75.88 / +1.34 (+1.80%) , WSM Williams-Sonoma $73.18 / -0.215 (-0.29%) , VMW VMware $142.79 / +3.18 (+2.28%) , DELL Dell Technologies $45.55 / +0.065 (+0.14%) , MRVL Marvell $29.97 / -0.72 (-2.35%) , PSTG Pure Storage $16.79 / -0.58 (-3.34%) , OLLI Ollie's Bargain Outlet $88.04 / -1.93 (-2.15%) , SNOA Sonoma Pharmaceuticals $5.50 / -0.065 (-1.17%) , GLUU Glu Mobile $8.68 / -0.185 (-2.09%) , KPTI Karyopharm $18.80 / -0.02 (-0.11%) , CRM Salesforce $181.35 / +4.78 (+2.71%) , VEEV Veeva $204.33 / +12.365 (+6.44%) , OKTA Okta $183.99 / +4.48 (+2.50%) , COST Costco $310.10 / +4.16 (+1.36%) , DXC DXC Technology $16.56 / -1.11 (-6.28%) , NFG National Fuel $43.12 / +0.37 (+0.87%) Check out this evening's… Open Full Text ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options ZS WSM VMW VEEV SNOA PSTG OLLI OKTA NFG MRVL KPTI GLUU DXC DELL CRM COST ZS Zscaler $75.88 / +1.34 (+1.80%) 05/28/20 Zscaler up 19% above $90 per share after Q3 earnings beat 05/28/20 Zscaler acquires Edgewise Networks, terms undisclosed 05/13/20 Zscaler Private Acess achieves FedRAMP High JAB Authorization 04/09/20 Zscaler intends to acquire Cloudneeti, terms not disclosed WSM Williams-Sonoma $73.18 / -0.215 (-0.29%) 05/28/20 Williams-Sonoma jumps 9.8% after Q1 earnings beat 05/15/20 Williams-Sonoma to extend store closures in restricted locations to May 31st 05/01/20 Williams-Sonoma extends temporary U.S., Canada store closures until May 17 04/17/20 Williams-Sonoma board Chairman Adrian Bellamy to retire VMW VMware $142.79 / +3.18 (+2.28%) 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% 05/28/20 VMware up over 5% at $150.55 per share after Q1 earnings beat 05/28/20 VMware CEO says delivered 'solid performance and strong execution' VEEV Veeva $204.33 / +12.365 (+6.44%) 04/07/20 Veeva, Accenture and others announce industry alliances for digital engagement 03/26/20 Veeva CEO: We're helping pharmaceutical reps connect remotely 03/03/20 Fly Intel: After Hours Movers 02/26/20 Veeva announces advancement of antitrust lawsuit against Iqvia SNOA Sonoma Pharmaceuticals $5.50 / -0.065 (-1.17%) 05/28/20 Sonoma Pharmaceuticals, MicroSafe's Nanocyn approved in COVID-19 prevention 05/26/20 Sonoma Pharmaceuticals receives new CE Marking for Microdacyn60 Eye Care 01/23/20 Sonoma Pharma to explore strategic alternatives for U.S. Dermatology division PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Pure Storage up 6% to 17.75 after Q1 results beat estimates 02/27/20 Fly Intel: After Hours Movers OLLI Ollie's Bargain Outlet $88.04 / -1.93 (-2.15%) 03/20/20 Ollies Bargain Outlet trading resumes 03/20/20 Ollies Bargain Outlet trading halted, volatility trading pause 03/19/20 Fly Intel: After Hours Movers 03/18/20 Ollies Bargain Outlet trading resumes OKTA Okta $183.99 / +4.48 (+2.50%) 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 NFG National Fuel $43.12 / +0.37 (+0.87%) 05/05/20 National Fuel to acquire Shell's integrated upstream, midstream assets in PA 03/17/20 GAMCO declassification proposal approved at National Fuel Gas meeting 01/30/20 National Fuel reports Q1 E&P production up 19% from prior year at 58.4Bcfe MRVL Marvell $29.97 / -0.72 (-2.35%) 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' KPTI Karyopharm $18.80 / -0.02 (-0.11%) 05/28/20 Karyopharm reports Phase 3 Boston data in ASCO presentation 05/20/20 Karyopharm submits sNDA to FDA for XPOVIO 05/13/20 Karyopharm donates 60,000 medical masks across Massachusetts, the U.S. 05/05/20 Antengene broadens partnership with Karyopharm GLUU Glu Mobile $8.68 / -0.185 (-2.09%) 05/07/20 Glu Mobile extends partnership with Kim Kardashian West 02/05/20 Fly Intel: After Hours Movers DXC DXC Technology $16.56 / -1.11 (-6.28%) 05/28/20 DXC Technology suspends dividend, board to re-evaluate appropriate payout 05/28/20 DXC Technology CEO to eliminate $700M in annual cost, about $500M this year 05/28/20 DXC Technology CEO says FY21 revenue runoff to be similar to FY20 05/15/20 Einhorn's Greenlight adds Altria, exits GM, DXC in Q1 DELL Dell Technologies $45.55 / +0.065 (+0.14%) 05/28/20 Dell Technologies suspends share repurchase program 05/28/20 Dell Technologies up 6% to $48.50 after Q1 results beat estimates 05/28/20 Dell Technologies COO says Q1 orders for certain customers up 15%-20% 05/28/20 Dell Technologies reports Q1 Client Solutions Group revenue up 2% to $11.1B CRM Salesforce $181.35 / +4.78 (+2.71%) 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 COST Costco $310.10 / +4.16 (+1.36%) 05/28/20 Costco reports Q3 comparable sales up 4.8% 05/06/20 Costco reports April total comparable sales down 4.7%, down 0.5% excluding fuel 05/05/20 Costco Auto Program announces Honda limited-time special 04/15/20 Costco increases quarterly dividend to 70c per share from 65c per share ZS WSM VMW DELL MRVL PSTG OLLI SNOA GLUU KPTI CRM VEEV OKTA COST DXC NFG ZS Zscaler $75.88 / +1.34 (+1.80%) 05/26/20 Cowen Zscaler price target raised to $80 from $70 at Cowen 05/26/20 Barclays Zscaler price target raised to $75 from $64 at Barclays 04/24/20 Zscaler cut to Hold at SunTrust on valuation 04/24/20 SunTrust Zscaler downgraded to Hold from Buy at SunTrust WSM Williams-Sonoma $73.18 / -0.215 (-0.29%) 05/26/20 Telsey Advisory Williams-Sonoma upgraded to Outperform from Market Perform at Telsey Advisory 05/18/20 Wedbush Williams-Sonoma upgraded to Outperform at Wedbush 05/18/20 Wedbush Williams-Sonoma upgraded to Outperform from Neutral at Wedbush 05/14/20 Barclays Williams-Sonoma price target raised to $72 from $43 at Barclays VMW VMware $142.79 / +3.18 (+2.28%) 05/27/20 BMO Capital VMware price target lowered to $152 from $163 at BMO Capital 05/26/20 Morgan Stanley Morgan Stanley sees risk to both Q1 and FY21 for VMware 05/14/20 Jefferies VMware downgraded to Hold from Buy at Jefferies 03/24/20 Oppenheimer VMware price target lowered to $165 from $200 at Oppenheimer DELL Dell Technologies $45.55 / +0.065 (+0.14%) 05/26/20 Deutsche Bank Dell Technologies price target lowered to $52 from $56 at Deutsche Bank 05/19/20 Barclays Barclays lowers estimates in IT hardware after April survey 04/13/20 Bernstein Dell Technologies price target lowered to $50 from $60 at Bernstein MRVL Marvell $29.97 / -0.72 (-2.35%) 05/26/20 Susquehanna Marvell price target raised to $35 from $30 at Susquehanna 05/22/20 B. Riley FBR Marvell price target raised to $34 from $31 at B. Riley FBR 05/21/20 Cowen Marvell datapoints indicate softness where they participate, says Cowen 05/21/20 Citi Marvell price target raised to $35 from $31 at Citi PSTG Pure Storage $16.79 / -0.58 (-3.34%) 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured OLLI Ollie's Bargain Outlet $88.04 / -1.93 (-2.15%) 05/26/20 Craig-Hallum Ollie's Bargain Outlet upgraded to Buy at Craig-Hallum 05/26/20 Craig-Hallum Ollie's Bargain Outlet upgraded to Buy from Hold at Craig-Hallum 05/26/20 Credit Suisse Ollie's Bargain Outlet downgraded to Neutral from Outperform at Credit Suisse 05/18/20 Fly Intel: Top five analyst initiations SNOA Sonoma Pharmaceuticals $5.50 / -0.065 (-1.17%) GLUU Glu Mobile $8.68 / -0.185 (-2.09%) 05/11/20 Fly Intel: Top five analyst downgrades 05/11/20 Morgan Stanley Morgan Stanley downgrades Glu Mobile after stock nearly doubled 05/10/20 Morgan Stanley Glu Mobile downgraded to Equal Weight from Overweight at Morgan Stanley 05/08/20 Piper Sandler Glu Mobile price target raised to $10.50 from $8 at Piper Sandler KPTI Karyopharm $18.80 / -0.02 (-0.11%) 05/06/20 H.C. Wainwright Karyopharm price target lowered to $40 from $43 at H.C. Wainwright 04/07/20 Wedbush Wedbush sees signs of 'potential utility' for Karyopharm's selinexor for COVID 04/07/20 H.C. Wainwright XPO1 inhibitors have shown promise as COVID-19 treatment, says H.C. Wainwright 03/04/20 Barclays Karyopharm initiated with an Overweight at Barclays CRM Salesforce $181.35 / +4.78 (+2.71%) 05/28/20 Needham Workday price target raised to $200 from $175 at Needham 05/18/20 Jefferies Salesforce price target raised to $205 from $180 at Jefferies 05/18/20 RBC Capital Salesforce price target lowered to $210 from $230 at RBC Capital 05/18/20 Cowen Salesforce price target lowered to $200 from $220 at Cowen VEEV Veeva $204.33 / +12.365 (+6.44%) 05/27/20 Barclays Veeva price target raised to $200 from $176 at Barclays 04/13/20 SVB Leerink Veeva initiated with a Market Perform at SVB Leerink 03/04/20 Piper Sandler Veeva risk/reward favorable after 'strong' Q4, says Piper Sandler 02/20/20 Morgan Stanley Veeva set up for 'clean' beat and raise Q4 report, says Morgan Stanley OKTA Okta $183.99 / +4.48 (+2.50%) 05/26/20 Cowen Okta price target raised to $195 from $150 at Cowen 05/21/20 Baird Okta price target raised to $185 from $135 at Baird 05/13/20 Cleveland Research Okta jumps after Cleveland finds strong uptick in license sales 05/04/20 Needham SailPoint downgraded to Hold from Buy at Needham COST Costco $310.10 / +4.16 (+1.36%) 05/06/20 Baird Costco SSS decline due to pressure from temporal factors, says Baird 04/15/20 Citi Costco assumed with a Neutral at Citi 04/14/20 BofA Amazon.com cost impact of new hires may be offset by higher volumes, says BofA 04/09/20 Loop Capital Costco price target raised to $355 from $350 at Loop Capital DXC DXC Technology $16.56 / -1.11 (-6.28%) 03/12/20 MoffettNathanson DXC Technology upgraded to Buy from Neutral at MoffettNathanson 03/11/20 Wells Fargo DXC Technology price target lowered to $18 from $36 at Wells Fargo 03/11/20 Citi DXC Technology divestiture proceeds higher than expected, says Citi 02/26/20 Morgan Stanley DXC Technology resumed with an Overweight at Morgan Stanley NFG National Fuel $43.12 / +0.37 (+0.87%) 05/07/20 Scotiabank National Fuel upgraded to Outperform from Sector Perform at Scotiabank 05/07/20 Raymond James National Fuel upgraded to Outperform from Market Perform at Raymond James 05/07/20 Raymond James National Fuel upgraded to Outperform from Market Perform at Raymond James 05/06/20 Scotiabank National Fuel upgraded to Outperform from Sector Perform at Scotiabank ZS WSM VMW VEEV SNOA PSTG OLLI OKTA NFG MRVL KPTI GLUU DXC DELL CRM COST ZS Zscaler $75.88 / +1.34 (+1.80%) 05/28/20 Zscaler sees FY20 EPS 20c-21c, consensus 15c 05/28/20 Zscaler sees Q4 EPS 2c-3c, consensus 1c 05/28/20 Zscaler reports Q3 EPS 7c, consensus 2c 02/20/20 Zscaler sees FY20 EPS 14c-16c, consensus 15c WSM Williams-Sonoma $73.18 / -0.215 (-0.29%) 05/28/20 Williams-Sonoma not providing FY20 guidance 05/28/20 Williams-Sonoma reports Q1 adjusted EPS 74c, consensus (15c) 03/18/20 Williams-Sonoma temporarily suspends FY20 guidance 03/18/20 Williams-Sonoma reports Q4 adjusted EPS $2.13, consensus $2.05 VMW VMware $142.79 / +3.18 (+2.28%) 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 VEEV Veeva $204.33 / +12.365 (+6.44%) 05/28/20 Veeva sees FY21 EPS $2.50-$2.55, consensus $2.47 05/28/20 Veeva sees Q2 EPS 63c-64c, consensus 60c 05/28/20 Veeva reports Q1 EPS 66c, consensus 58c 03/03/20 Veeva sees FY21 EPS $2.50, consensus $2.51 SNOA Sonoma Pharmaceuticals $5.50 / -0.065 (-1.17%) 02/14/20 Sonoma Pharmaceuticals reports Q3 EPS (72c), one estimate (72c) PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Pure Storage reports Q1 non-GAAP EPS (2c), consensus (15c) 05/28/20 Pure Storage withdraws 2021 guidance 05/28/20 Pure Storage reports Q1 EPS (34c), consensus (15c) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M OLLI Ollie's Bargain Outlet $88.04 / -1.93 (-2.15%) 05/28/20 Ollie's Bargain Outlet reports Q1 adj. EPS 49c, consensus 31c 03/19/20 Ollie's Bargain Outlet reports Q4 adj. EPS 74c, consensus 75c 03/19/20 Notable companies reporting after market close 12/10/19 Ollie's Bargain Outlet backs FY19 adj. EPS view $1.95-$2.00, consensus $1.96 OKTA Okta $183.99 / +4.48 (+2.50%) 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) NFG National Fuel $43.12 / +0.37 (+0.87%) 04/30/20 National Fuel reports Q2 EPS 97c, consensus 97c 01/30/20 National Fuel cuts FY20 EPS to $2.95-$3.15 from $3.00-$3.30, consensus $3.09 01/30/20 National Fuel reports Q1 EPS $1.01, consensus 97c MRVL Marvell $29.97 / -0.72 (-2.35%) 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 KPTI Karyopharm $18.80 / -0.02 (-0.11%) 05/05/20 Karyopharm reports Q1 EPS (78c), consensus (69c) 02/13/20 Karyopharm reports Q4 EPS (76c), consensus (67c) 01/13/20 Karyopharm sees FY19 XPOVIO product sales $30M-$31M 01/13/20 Karyopharm sees Q4 XPOVIO product sales $17M-$18M GLUU Glu Mobile $8.68 / -0.185 (-2.09%) 05/28/20 Glu Mobile raises FY20 bookings view to $502.5M-$512.5M from $490M-$500M 05/28/20 Glu Mobile raises Q2 bookings view to $162.5M-$167.5M from $150M-$155M 05/07/20 Glu Mobile sees FY20 bookings $490M-$500M 05/07/20 Glu Mobile sees Q2 bookings $150M-$155M DXC DXC Technology $16.56 / -1.11 (-6.28%) 05/28/20 DXC Technology suspending FY21 guidance due to COVID-19 uncertainty 05/28/20 DXC Technology reports Q4 adjusted EPS $1.20, consensus 99c 02/06/20 DXC Technology backs FY20 EPS view $5.25-$5.75, consensus $5.42 02/06/20 DXC Technology reports Q3 EPS $1.25, consensus $1.09 DELL Dell Technologies $45.55 / +0.065 (+0.14%) 05/28/20 Dell Technologies sees Q2 revenue 'seasonally lower than prior years' 05/28/20 Dell Technologies reports Q1 adjusted EPS $1.34, consensus $1.01 03/26/20 Dell Technologies withdraws FY21 financial guidance 02/27/20 Dell Technologies sees FY21 EPS $5.90-$6.60, consensus $6.71 CRM Salesforce $181.35 / +4.78 (+2.71%) 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 COST Costco $310.10 / +4.16 (+1.36%) 05/28/20 Costco reports Q3 EPS $1.89, consensus $2.04 03/05/20 Costco reports Q2 EPS $2.10, consensus $2.07 03/05/20 Notable companies reporting after market close 12/12/19 Costco reports Q1 total company comparable sales up 4.3%, 5% excluding gas, fx 29 May ZS VMW MRVL DXC DELL CRM COST ZS Zscaler $75.88 / +1.34 (+1.80%) 05/28/20 Notable companies reporting after market close VMW VMware $142.79 / +3.18 (+2.28%) 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 MRVL Marvell $29.97 / -0.72 (-2.35%) 01/28/20 Possibly final version of Senate's SMART Act inroduced, Multichannel reports DXC DXC Technology $16.56 / -1.11 (-6.28%) 01/21/20 Greenlight increased Netflix short position during Q4, Bloomberg reports DELL Dell Technologies $45.55 / +0.065 (+0.14%) 03/25/20 Dell now lets users control iPhones from computers, Verge says 03/03/20 PC, smartphone shipments delayed by coronavirus, FT reports 02/21/20 PC shipments expected to fall in 2020 due to coronavirus, TechCrunch reports CRM Salesforce $181.35 / +4.78 (+2.71%) 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 COST Costco $310.10 / +4.16 (+1.36%) 03/15/20 White House urges Americans against 'hoarding,' Reuters says 03/09/20 Costco suspends free sample program amid coronavirus, USA Today reports 03/01/20 AmEx staff misled small-business owners to boost card sign-ups, WSJ says ZS WSM VMW VEEV PSTG OLLI MRVL KPTI GLUU DXC DELL CRM COST ZS Zscaler $75.88 / +1.34 (+1.80%) 01/21/20 Fly Insider: Aptinyx, Zscaler among week's notable insider trades WSM Williams-Sonoma $73.18 / -0.215 (-0.29%) 05/18/20 Nvidia upgrade, Square downgrades among today's top calls on Wall Street VMW VMware $142.79 / +3.18 (+2.28%) 03/26/20 Fly Intel: After-Hours Movers 02/28/20 Fly Intel: Pre-market Movers 02/06/20 Micron upgrade, Gilead downgrade among today's top calls on Wall Street VEEV Veeva $204.33 / +12.365 (+6.44%) 03/04/20 Fly Intel: Pre-market Movers 12/26/19 Qiagen commentary, Tesla price target boost among today's top analyst calls PSTG Pure Storage $16.79 / -0.58 (-3.34%) 01/21/20 Fly Intel: What to watch in IBM's earnings report OLLI Ollie's Bargain Outlet $88.04 / -1.93 (-2.15%) 05/26/20 Gilead, Regeneron upgrades among today's top calls on Wall Street 03/20/20 Fly Intel: Wall Street's top stories for Friday 03/20/20 Fly Intel: Wall Street's top stories at midday 03/20/20 Fly Intel: Pre-market Movers MRVL Marvell $29.97 / -0.72 (-2.35%) 04/20/20 Fly Insider: Gamestop, SharpSpring among week's notable insider trades 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 KPTI Karyopharm $18.80 / -0.02 (-0.11%) 05/05/20 Fly Intel: Pre-market Movers 03/12/20 Before the Move: Watch Blueprint Medicines into Phase 2 trial update 03/03/20 Fly Intel: Pre-market Movers 03/02/20 Fly Intel: Wall Street's top stories for Monday GLUU Glu Mobile $8.68 / -0.185 (-2.09%) 05/28/20 Game On: An exclusive talk with Berenberg analyst Edward James 05/07/20 Fly Intel: After-Hours Movers 04/08/20 Fly Intel: Wall Street's top stories for Wednesday 04/08/20 Fly Intel: Wall Street's top stories at midday DXC DXC Technology $16.56 / -1.11 (-6.28%) 03/11/20 Fly Intel: Wall Street's top stories for Wednesday 03/11/20 Wall Street digests DXC's health business sale, guidance withdrawal 03/11/20 Fly Intel: Wall Street's top stories at midday 03/11/20 Fly Intel: Pre-market Movers DELL Dell Technologies $45.55 / +0.065 (+0.14%) 02/28/20 Fly Intel: Wall Street's top stories for Friday 02/28/20 Fly Intel: Wall Street's top stories at midday CRM Salesforce $181.35 / +4.78 (+2.71%) 05/05/20 L Brands, Harley-Davidson upgrades among today's top calls on Wall Street 02/26/20 Fly Intel: Wall Street's top stories for Wednesday 02/26/20 Fly Intel: Wall Street's top stories at midday 01/29/20 Fly Intel: What to watch in Microsoft earnings report COST Costco $310.10 / +4.16 (+1.36%) 05/07/20 Lyft, Shopify downgrades among today's top calls on Wall Street 04/30/20 Fly Intel: What to watch in Amazon earnings report 04/29/20 Fly Intel: Walmart, UPS downgrades among today's top calls on Wall Street 04/15/20 Fly Intel: After-Hours Movers 05/26/20 2020 Technology, Media & Telecom Virtual Conference 06/01/20 2020 Cloud Secular Winners Virtual Conference 06/05/20 40th Annual Consumer Marketplace Virtual Conference 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 05/28/20 Veeva - VEEV 05/28/20 Zscaler - ZS 05/28/20 Ollie's Bargain Outlet - OLLI 05/28/20 VMware - VMW 05/28/20 Marvell - MRVL 05/28/20 DXC Technology - DXC 05/28/20 Costco - COST 05/28/20 Okta - OKTA 05/28/20 Pure Storage - PSTG 05/28/20 Salesforce - CRM 05/28/20 Williams-Sonoma - WSM 05/28/20 Dell Technologies - DELL 05/29/20 Karyopharm - KPTI 06/10/20 Glu Mobile - GLUU 06/23/20 PDUFA Date for Oral XPOVIO (Selinexor) Tablets 12:00 Today Williams-Sonoma Inc. 06/04/20 Okta 06/05/20 Okta 06/11/20 Salesforce.com, Inc. 06/16/20 Okta, Inc. 06/18/20 Glu Mobile, Inc. 06/22/20 Ollie's Bargain Outlet Holdings, Inc. 06/25/20 Pure Storage 06/25/20 Veeva Systems Inc. ZS WSM VMW VEEV PSTG OLLI OKTA MRVL GLUU DXC DELL CRM COST ZS Zscaler $75.88 / +1.34 (+1.80%) 02/20/20 Zscaler options imply 16.1% move in share price post-earnings 02/13/20 Largest borrow rate increases among liquid names 12/18/19 Largest borrow rate increases among liquid names 12/10/19 Unusual call flow in option market yesterday WSM Williams-Sonoma $73.18 / -0.215 (-0.29%) 03/18/20 Williams Sonoma options imply 30.0% move in share price post-earnings VMW VMware $142.79 / +3.18 (+2.28%) 01/24/20 Unusually active option classes on open January 24th 12/04/19 VMware call buyer realizes 18% same-day gains 12/03/19 VMware call volume above normal and directionally bullish VEEV Veeva $204.33 / +12.365 (+6.44%) 04/01/20 Veeva call volume above normal and directionally bullish 03/05/20 Veeva call volume above normal and directionally bullish 03/03/20 Veeva options imply 10.2% move in share price post-earnings PSTG Pure Storage $16.79 / -0.58 (-3.34%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish OLLI Ollie's Bargain Outlet $88.04 / -1.93 (-2.15%) 03/02/20 Largest borrow rate increases among liquid names 01/17/20 April put buyer shopping for deals in Ollies Bargain Outlet 01/02/20 Ollies Bargain Outlet put volume heavy and directionally bearish 12/10/19 Ollies Bargain Outlet options imply 15.5% move in share price post-earnings OKTA Okta $183.99 / +4.48 (+2.50%) 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 MRVL Marvell $29.97 / -0.72 (-2.35%) 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 GLUU Glu Mobile $8.68 / -0.185 (-2.09%) 05/22/20 Glu Mobile call volume above normal and directionally bullish 05/05/20 Glu Mobile call volume above normal and directionally bullish 03/20/20 Glu Mobile put volume heavy and directionally bearish 02/24/20 Unusual call flow in option market yesterday DXC DXC Technology $16.56 / -1.11 (-6.28%) 03/17/20 Largest borrow rate increases among liquid names 02/21/20 DXC Technology put volume heavy and directionally bearish 02/18/20 Notable open interest changes for February 18th 02/14/20 Gigantic bullish risk reversal in DXC Technology tied to 5M share hedge DELL Dell Technologies $45.55 / +0.065 (+0.14%) 05/13/20 Dell Technologies put volume heavy and directionally bearish 04/21/20 Dell Technologies put volume heavy and directionally bearish 02/27/20 Dell Technologies put volume heavy and directionally bearish 02/25/20 Dell Technologies put volume heavy and directionally bearish CRM Salesforce $181.35 / +4.78 (+2.71%) 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 COST Costco $310.10 / +4.16 (+1.36%) 05/28/20 Costco options imply 4.4% move in share price post-earnings 05/19/20 Unusually active option classes on open May 19th 04/09/20 Unusually active option classes on open April 9th 04/07/20 Unusually active option classes on open April 7th
Hot Stocks	Pure Storage up 6% to 17.75 after Q1 results beat estimates 16:36 05/28/20 05/28 16:36 05/28/20 16:36 PSTG Pure Storage $16.79 / -0.58 (-3.34%) ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options PSTG Pure Storage $16.79 / -0.58 (-3.34%) 02/27/20 Fly Intel: After Hours Movers PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/19/20 Barclays Barclays lowers estimates in IT hardware after April survey 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Pure Storage reports Q1 non-GAAP EPS (2c), consensus (15c) 05/28/20 Pure Storage withdraws 2021 guidance 05/28/20 Pure Storage reports Q1 EPS (34c), consensus (15c) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Notable companies reporting after market close PSTG Pure Storage $16.79 / -0.58 (-3.34%) 01/21/20 Fly Intel: What to watch in IBM's earnings report 05/28/20 Pure Storage - PSTG 06/25/20 Pure Storage PSTG Pure Storage $16.79 / -0.58 (-3.34%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish
Earnings	Pure Storage reports Q1 non-GAAP EPS (2c), consensus (15c) 16:19 05/28/20 05/28 16:19 05/28/20 16:19 PSTG Pure Storage $16.79 / -0.58 (-3.34%) ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options PSTG Pure Storage $16.79 / -0.58 (-3.34%) 02/27/20 Fly Intel: After Hours Movers PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/19/20 Barclays Barclays lowers estimates in IT hardware after April survey 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Pure Storage withdraws 2021 guidance 05/28/20 Pure Storage reports Q1 EPS (34c), consensus (15c) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M 02/27/20 Pure Storage sees FY21 revenue $1.9B, consensus $1.93B PSTG Pure Storage $16.79 / -0.58 (-3.34%) 05/28/20 Notable companies reporting after market close PSTG Pure Storage $16.79 / -0.58 (-3.34%) 01/21/20 Fly Intel: What to watch in IBM's earnings report 05/28/20 Pure Storage - PSTG 06/25/20 Pure Storage PSTG Pure Storage $16.79 / -0.58 (-3.34%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish

Earnings	Pure Storage withdraws 2021 guidance 16:05 05/28/20 05/28 16:05 05/28/20 16:05 PSTG Pure Storage $16.82 / -0.555 (-3.20%) ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options PSTG Pure Storage $16.82 / -0.555 (-3.20%) 02/27/20 Fly Intel: After Hours Movers PSTG Pure Storage $16.82 / -0.555 (-3.20%) 05/19/20 Barclays Barclays lowers estimates in IT hardware after April survey 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured PSTG Pure Storage $16.82 / -0.555 (-3.20%) 05/28/20 Pure Storage reports Q1 EPS (34c), consensus (15c) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M 02/27/20 Pure Storage sees FY21 revenue $1.9B, consensus $1.93B 02/27/20 Pure Storage reports Q4 EPS (2c), consensus 21c PSTG Pure Storage $16.82 / -0.555 (-3.20%) 05/28/20 Notable companies reporting after market close PSTG Pure Storage $16.82 / -0.555 (-3.20%) 01/21/20 Fly Intel: What to watch in IBM's earnings report 05/28/20 Pure Storage - PSTG 06/25/20 Pure Storage PSTG Pure Storage $16.82 / -0.555 (-3.20%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish
Earnings	Pure Storage reports Q1 EPS (34c), consensus (15c) » 16:04 05/28/20 05/28 16:04 05/28/20 16:04 PSTG Pure Storage $16.82 / -0.555 (-3.20%) Reports Q1 revenue… Reports Q1 revenue $367.1M, consensus $352.26M. "We are extremely proud of this quarter's solid results and growth, especially during the current global crisis," said CEO Charles Giancarlo. "The entire company adapted quickly and delivered the technology and services that our customers needed to keep their organizations up and running. Pure continues to deliver on the Modern Data Experience to enable customers to transform their storage operations to be simple, reliable, fast, and flexible." ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options PSTG Pure Storage $16.82 / -0.555 (-3.20%) 02/27/20 Fly Intel: After Hours Movers PSTG Pure Storage $16.82 / -0.555 (-3.20%) 05/19/20 Barclays Barclays lowers estimates in IT hardware after April survey 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured PSTG Pure Storage $16.82 / -0.555 (-3.20%) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M 02/27/20 Pure Storage sees FY21 revenue $1.9B, consensus $1.93B 02/27/20 Pure Storage reports Q4 EPS (2c), consensus 21c 02/27/20 Notable companies reporting after market close PSTG Pure Storage $16.82 / -0.555 (-3.20%) 05/28/20 Notable companies reporting after market close PSTG Pure Storage $16.82 / -0.555 (-3.20%) 01/21/20 Fly Intel: What to watch in IBM's earnings report 05/28/20 Pure Storage - PSTG 06/25/20 Pure Storage PSTG Pure Storage $16.82 / -0.555 (-3.20%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish
Periodicals	Notable companies reporting after market close » 14:00 05/28/20 05/28 14:00 05/28/20 14:00 CRM Salesforce $184.64 / +8.07 (+4.57%) , COST Costco $310.44 / +4.5 (+1.47%) , VMW VMware $143.50 / +3.89 (+2.79%) , DELL Dell Technologies $46.04 / +0.555 (+1.22%) , VEEV Veeva $206.00 / +14.04 (+7.31%) , OKTA Okta $189.69 / +10.18 (+5.67%) , ULTA Ulta Beauty $246.72 / -5.12 (-2.03%) , ZS Zscaler $77.00 / +2.46 (+3.30%) , WSM Williams-Sonoma $74.03 / +0.64 (+0.87%) , OLLI Ollie's Bargain Outlet $89.14 / -0.83 (-0.92%) , DXC DXC Technology $16.78 / -0.89 (-5.04%) , PSTG Pure Storage $17.35 / -0.02 (-0.12%) , JWN Nordstrom $18.63 / -0.98 (-5.00%) Notable companies… Notable companies reporting after the market close, with earnings consensus, include Salesforce (CRM), consensus 69c... Costco (COST), consensus $2.04... VMware (VMW), consensus $1.20... Dell Technologies (DELL), consensus $1.01... Veeva Systems (VEEV), consensus 58c... Okta (OKTA), consensus (17c)... Ulta Beauty (ULTA), consensus 68c... Zscaler (ZS), consensus 2c... Williams-Sonoma (WSM), consensus (15c)... Ollie's Bargain Outlet (OLLI), consensus 31c... DXC Technology (DXC), consensus 99c... Pure Storage (PSTG), consensus (15c)... Nordstrom (JWN), consensus 95c. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options ZS WSM VMW VEEV ULTA OLLI OKTA JWN DXC DELL CRM COST ZS Zscaler $77.00 / +2.46 (+3.30%) 05/13/20 Zscaler Private Acess achieves FedRAMP High JAB Authorization 04/09/20 Zscaler intends to acquire Cloudneeti, terms not disclosed 03/12/20 Zscaler trading resumes 03/12/20 Zscaler trading halted, volatility trading pause WSM Williams-Sonoma $74.03 / +0.64 (+0.87%) 05/15/20 Williams-Sonoma to extend store closures in restricted locations to May 31st 05/01/20 Williams-Sonoma extends temporary U.S., Canada store closures until May 17 04/17/20 Williams-Sonoma board Chairman Adrian Bellamy to retire 04/15/20 Williams-Sonoma extends temporary store closure through May 3rd VMW VMware $143.50 / +3.89 (+2.79%) 05/26/20 Zoom Video appoints Velchamy Sankarlingam as president of product, engineering 05/13/20 VMware announces intent to acquire Kubernetes security startup Octarine 04/14/20 VMware cancels VMworld 2020 due to COVID-19, announces digital event 04/01/20 Okta announces new strategic partnerships with VMware, CrowdStrike VEEV Veeva $206.00 / +14.04 (+7.31%) 04/07/20 Veeva, Accenture and others announce industry alliances for digital engagement 03/26/20 Veeva CEO: We're helping pharmaceutical reps connect remotely 03/03/20 Fly Intel: After Hours Movers 02/26/20 Veeva announces advancement of antitrust lawsuit against Iqvia ULTA Ulta Beauty $246.72 / -5.12 (-2.03%) 05/07/20 Ulta Beauty announces reopening of stores, business update 04/08/20 Ulta Beauty announces temporary furlough of many store and salon associates 04/02/20 Ulta Beauty suspends stock repurchase plan, provides business update 03/30/20 Ulta Beauty says all stores to remain temporarily closed until safe to reopen OLLI Ollie's Bargain Outlet $89.14 / -0.83 (-0.92%) 03/20/20 Ollies Bargain Outlet trading resumes 03/20/20 Ollies Bargain Outlet trading halted, volatility trading pause 03/19/20 Fly Intel: After Hours Movers 03/18/20 Ollies Bargain Outlet trading resumes OKTA Okta $189.69 / +10.18 (+5.67%) 04/28/20 Okta appoints David Bradbury as chief security officer 04/01/20 Okta introduces Okta Lifecycle Management Workflows for Workforce Identity 04/01/20 Okta affirms revenue outlook, sees near-term billings headwinds JWN Nordstrom $18.63 / -0.98 (-5.00%) 05/18/20 Nordstrom to permanently close three Jeffrey specialty stores 05/05/20 Nordstrom 'on track' to deliver on savings plans 05/05/20 Nordstrom reports 'solid' online traffic, conversion 05/05/20 Nordstrom sees restructuring resulting in $150M in expense savings DXC DXC Technology $16.78 / -0.89 (-5.04%) 05/15/20 Einhorn's Greenlight adds Altria, exits GM, DXC in Q1 05/01/20 Greenlight exits from GM, Tempur Sealy, starts 'large' long in Change Healthcare 03/10/20 Fly Intel: After Hours Movers 03/10/20 DXC withdraws FY22 forecast estimates DELL Dell Technologies $46.04 / +0.555 (+1.22%) 05/20/20 Dell Technologies, Google Cloud launch hybrid storage solution 04/14/20 AMD extends 2nd Gen AMD EPYC processor family with new processors 04/13/20 Global PC market fell 9.8% in Q1, says IDC 02/27/20 Fly Intel: After Hours Movers CRM Salesforce $184.64 / +8.07 (+4.57%) 05/27/20 Workday announces new partnership with Salesforce 05/15/20 Third Point adds Disney, exits Campbell Soup in Q1 05/15/20 Lone Pine buys Visa, exits Salesforce in Q1 05/13/20 Salesforce appoints Gavin Patterson as Chief Revenue Officer COST Costco $310.44 / +4.5 (+1.47%) 05/06/20 Costco reports April total comparable sales down 4.7%, down 0.5% excluding fuel 05/05/20 Costco Auto Program announces Honda limited-time special 04/15/20 Costco increases quarterly dividend to 70c per share from 65c per share 04/08/20 Costco slips 3.5% after reporting March comps CRM COST VMW DELL VEEV OKTA ULTA ZS WSM OLLI DXC PSTG JWN CRM Salesforce $184.64 / +8.07 (+4.57%) 05/28/20 Needham Workday price target raised to $200 from $175 at Needham 05/18/20 Jefferies Salesforce price target raised to $205 from $180 at Jefferies 05/18/20 RBC Capital Salesforce price target lowered to $210 from $230 at RBC Capital 05/18/20 Cowen Salesforce price target lowered to $200 from $220 at Cowen COST Costco $310.44 / +4.5 (+1.47%) 05/06/20 Baird Costco SSS decline due to pressure from temporal factors, says Baird 04/15/20 Citi Costco assumed with a Neutral at Citi 04/14/20 BofA Amazon.com cost impact of new hires may be offset by higher volumes, says BofA 04/09/20 Loop Capital Costco price target raised to $355 from $350 at Loop Capital VMW VMware $143.50 / +3.89 (+2.79%) 05/27/20 BMO Capital VMware price target lowered to $152 from $163 at BMO Capital 05/26/20 Morgan Stanley Morgan Stanley sees risk to both Q1 and FY21 for VMware 05/14/20 Jefferies VMware downgraded to Hold from Buy at Jefferies 03/24/20 Oppenheimer VMware price target lowered to $165 from $200 at Oppenheimer DELL Dell Technologies $46.04 / +0.555 (+1.22%) 05/26/20 Deutsche Bank Dell Technologies price target lowered to $52 from $56 at Deutsche Bank 05/19/20 Barclays Barclays lowers estimates in IT hardware after April survey 04/13/20 Bernstein Dell Technologies price target lowered to $50 from $60 at Bernstein VEEV Veeva $206.00 / +14.04 (+7.31%) 05/27/20 Barclays Veeva price target raised to $200 from $176 at Barclays 04/13/20 SVB Leerink Veeva initiated with a Market Perform at SVB Leerink 03/04/20 Piper Sandler Veeva risk/reward favorable after 'strong' Q4, says Piper Sandler 02/20/20 Morgan Stanley Veeva set up for 'clean' beat and raise Q4 report, says Morgan Stanley OKTA Okta $189.69 / +10.18 (+5.67%) 05/26/20 Cowen Okta price target raised to $195 from $150 at Cowen 05/21/20 Baird Okta price target raised to $185 from $135 at Baird 05/13/20 Cleveland Research Okta jumps after Cleveland finds strong uptick in license sales 05/04/20 Needham SailPoint downgraded to Hold from Buy at Needham ULTA Ulta Beauty $246.72 / -5.12 (-2.03%) 05/12/20 Cleveland Research Ulta Beauty lost share to Target and Sephoria, says Cleveland Research 05/11/20 Nomura Instinet Ulta Beauty price target raised to $220 from $190 at Nomura Instinet 05/01/20 JPMorgan Ulta Beauty, BJ's best near-term picks in retail, says JPMorgan 04/17/20 Deutsche Bank Ulta Beauty price target raised to $249 from $242 at Deutsche Bank ZS Zscaler $77.00 / +2.46 (+3.30%) 05/26/20 Cowen Zscaler price target raised to $80 from $70 at Cowen 05/26/20 Barclays Zscaler price target raised to $75 from $64 at Barclays 04/24/20 Zscaler cut to Hold at SunTrust on valuation 04/24/20 SunTrust Zscaler downgraded to Hold from Buy at SunTrust WSM Williams-Sonoma $74.03 / +0.64 (+0.87%) 05/26/20 Telsey Advisory Williams-Sonoma upgraded to Outperform from Market Perform at Telsey Advisory 05/18/20 Wedbush Williams-Sonoma upgraded to Outperform at Wedbush 05/18/20 Wedbush Williams-Sonoma upgraded to Outperform from Neutral at Wedbush 05/14/20 Barclays Williams-Sonoma price target raised to $72 from $43 at Barclays OLLI Ollie's Bargain Outlet $89.14 / -0.83 (-0.92%) 05/26/20 Craig-Hallum Ollie's Bargain Outlet upgraded to Buy at Craig-Hallum 05/26/20 Craig-Hallum Ollie's Bargain Outlet upgraded to Buy from Hold at Craig-Hallum 05/26/20 Credit Suisse Ollie's Bargain Outlet downgraded to Neutral from Outperform at Credit Suisse 05/18/20 Fly Intel: Top five analyst initiations DXC DXC Technology $16.78 / -0.89 (-5.04%) 03/12/20 MoffettNathanson DXC Technology upgraded to Buy from Neutral at MoffettNathanson 03/11/20 Wells Fargo DXC Technology price target lowered to $18 from $36 at Wells Fargo 03/11/20 Citi DXC Technology divestiture proceeds higher than expected, says Citi 02/26/20 Morgan Stanley DXC Technology resumed with an Overweight at Morgan Stanley PSTG Pure Storage $17.35 / -0.02 (-0.12%) 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured JWN Nordstrom $18.63 / -0.98 (-5.00%) 05/14/20 KeyBanc Farfetch, Nordstrom, Revolve could be impacted by Amazon offering, says KeyBanc 05/07/20 Deutsche Bank Nordstrom price target lowered to $18 from $35 at Deutsche Bank 04/30/20 Wedbush Nordstrom price target lowered to $20 from $36 at Wedbush 03/27/20 Cleveland Research Nordstrom downgraded at Cleveland Research, says QTD net sales have slowed ZS WSM VMW VEEV ULTA PSTG OLLI OKTA JWN DXC DELL CRM COST ZS Zscaler $77.00 / +2.46 (+3.30%) 02/20/20 Zscaler sees FY20 EPS 14c-16c, consensus 15c 02/20/20 Zscaler sees Q3 EPS 1c-3c, consensus 4c 02/20/20 Zscaler reports Q2 EPS 9c, consensus 3c 02/20/20 Notable companies reporting after market close WSM Williams-Sonoma $74.03 / +0.64 (+0.87%) 03/18/20 Williams-Sonoma temporarily suspends FY20 guidance 03/18/20 Williams-Sonoma reports Q4 adjusted EPS $2.13, consensus $2.05 03/18/20 Notable companies reporting after market close VMW VMware $143.50 / +3.89 (+2.79%) 03/26/20 VMware withdraws Q1, FY21 guidance issued on February 27 02/27/20 VMware sees FY21 EPS $6.55, consensus $7.03 02/27/20 VMware sees Q1 EPS $1.27, consensus $1.38 02/27/20 VMware reports Q4 EPS $2.05, consensus $2.17 VEEV Veeva $206.00 / +14.04 (+7.31%) 03/03/20 Veeva sees FY21 EPS $2.50, consensus $2.51 03/03/20 Veeva sees Q1 EPS 59c-60c, consensus 56c 03/03/20 Veeva reports Q4 EPS 54c, consensus 52c ULTA Ulta Beauty $246.72 / -5.12 (-2.03%) 03/12/20 Ulta Beauty says guidance does not include coronavirus impact 03/12/20 Ulta Beauty sees FY20 total sales up 7%-8%, consensus $7.39B 03/12/20 Ulta Beauty reports Q4 EPS $3.89, consensus $3.73 03/12/20 Notable companies reporting after market close PSTG Pure Storage $17.35 / -0.02 (-0.12%) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M 02/27/20 Pure Storage sees FY21 revenue $1.9B, consensus $1.93B 02/27/20 Pure Storage reports Q4 EPS (2c), consensus 21c OLLI Ollie's Bargain Outlet $89.14 / -0.83 (-0.92%) 03/19/20 Ollie's Bargain Outlet reports Q4 adj. EPS 74c, consensus 75c 03/19/20 Notable companies reporting after market close 12/10/19 Ollie's Bargain Outlet backs FY19 adj. EPS view $1.95-$2.00, consensus $1.96 12/10/19 Ollie's Bargain Outlet reports Q3 adj. EPS 41c, consensus 38c OKTA Okta $189.69 / +10.18 (+5.67%) 04/01/20 Okta raises FY21 EPS outlook to (36c)-(31c) from (42c)-(37c) 04/01/20 Okta raises Q1 EPS outlook to (17c)-(16c) from (24c)-(23c) 03/05/20 Okta sees FY21 adjusted EPS (42c)-(37c), consensus (27c) 03/05/20 Okta sees Q1 adjusted EPS (24c)-(23c), consensus (14c) JWN Nordstrom $18.63 / -0.98 (-5.00%) 04/08/20 Nordstrom says 'impossible' to estimate negative impact from COVID-19 04/08/20 Nordstrom sees 'significant' adverse impact on results from COVID-19 03/03/20 Nordstrom sees FY20 EPS $3.25-$3.50, consensus $3.42 03/03/20 Nordstrom reports Q4 EPS $1.23, consensus $1.47 DXC DXC Technology $16.78 / -0.89 (-5.04%) 02/06/20 DXC Technology backs FY20 EPS view $5.25-$5.75, consensus $5.42 02/06/20 DXC Technology reports Q3 EPS $1.25, consensus $1.09 02/06/20 Notable companies reporting after market close DELL Dell Technologies $46.04 / +0.555 (+1.22%) 03/26/20 Dell Technologies withdraws FY21 financial guidance 02/27/20 Dell Technologies sees FY21 EPS $5.90-$6.60, consensus $6.71 02/27/20 Dell Technologies reports Q4 adj. EPS $2.00, consensus $2.02 02/27/20 Notable companies reporting after market close CRM Salesforce $184.64 / +8.07 (+4.57%) 05/28/20 Fly Intel: What to watch in Salesforce earnings report 02/25/20 Salesforce sees Q1 adjusted EPS 70c-71c, consensus 55c 02/25/20 Salesforce sees FY21 adjusted EPS $3.16-$3.18, consensus $3.10 02/25/20 Salesforce raises FY21 revenue view to $21B-$21.1B from $20.8B-$20.9B COST Costco $310.44 / +4.5 (+1.47%) 03/05/20 Costco reports Q2 EPS $2.10, consensus $2.07 03/05/20 Notable companies reporting after market close 12/12/19 Costco reports Q1 total company comparable sales up 4.3%, 5% excluding gas, fx 12/12/19 Costco reports Q1 EPS $1.90, consensus $1.71 VMW JWN DXC DELL CRM COST VMW VMware $143.50 / +3.89 (+2.79%) 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 JWN Nordstrom $18.63 / -0.98 (-5.00%) 05/14/20 FedEx limits how much retailers can ship from stores amid COVID-19, WSJ says 05/01/20 J. Crew preparing for potential bankruptcy filing, CNBC reports 01/18/20 Casper IPO highlights tech's promise, troubles, Barron' says 12/02/19 Macy's, Kohl's, Nordstrom popular targets among short sellers, WSJ reports DXC DXC Technology $16.78 / -0.89 (-5.04%) 01/21/20 Greenlight increased Netflix short position during Q4, Bloomberg reports DELL Dell Technologies $46.04 / +0.555 (+1.22%) 03/25/20 Dell now lets users control iPhones from computers, Verge says 03/03/20 PC, smartphone shipments delayed by coronavirus, FT reports 02/21/20 PC shipments expected to fall in 2020 due to coronavirus, TechCrunch reports 02/08/20 Coronavirus may bring tech supply chains to a halt, Barron's says CRM Salesforce $184.64 / +8.07 (+4.57%) 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 01/25/20 Investors should run away from ad agencies despite Super Bowl, Barron's says COST Costco $310.44 / +4.5 (+1.47%) 03/15/20 White House urges Americans against 'hoarding,' Reuters says 03/09/20 Costco suspends free sample program amid coronavirus, USA Today reports 03/01/20 AmEx staff misled small-business owners to boost card sign-ups, WSJ says 02/04/20 Amazon, Microsoft, Costco support tax to fight WA homelessness, Bloomberg says ZS WSM VMW VEEV ULTA PSTG OLLI JWN DXC DELL CRM COST ZS Zscaler $77.00 / +2.46 (+3.30%) 01/21/20 Fly Insider: Aptinyx, Zscaler among week's notable insider trades WSM Williams-Sonoma $74.03 / +0.64 (+0.87%) 05/18/20 Nvidia upgrade, Square downgrades among today's top calls on Wall Street VMW VMware $143.50 / +3.89 (+2.79%) 03/26/20 Fly Intel: After-Hours Movers 02/28/20 Fly Intel: Pre-market Movers 02/06/20 Micron upgrade, Gilead downgrade among today's top calls on Wall Street VEEV Veeva $206.00 / +14.04 (+7.31%) 03/04/20 Fly Intel: Pre-market Movers 12/26/19 Qiagen commentary, Tesla price target boost among today's top analyst calls ULTA Ulta Beauty $246.72 / -5.12 (-2.03%) 03/30/20 Fly Intel: Alphabet upgrade among today's top calls on Wall Street 12/06/19 Fly Intel: Wall Street's top stories for Friday 12/06/19 Fly Intel: Wall Street's top stories at midday PSTG Pure Storage $17.35 / -0.02 (-0.12%) 01/21/20 Fly Intel: What to watch in IBM's earnings report OLLI Ollie's Bargain Outlet $89.14 / -0.83 (-0.92%) 05/26/20 Gilead, Regeneron upgrades among today's top calls on Wall Street 03/20/20 Fly Intel: Wall Street's top stories for Friday 03/20/20 Fly Intel: Wall Street's top stories at midday 03/20/20 Fly Intel: Pre-market Movers JWN Nordstrom $18.63 / -0.98 (-5.00%) 04/16/20 Fly Intel: After-Hours Movers 03/23/20 Fly Intel: After-Hours Movers DXC DXC Technology $16.78 / -0.89 (-5.04%) 03/11/20 Fly Intel: Wall Street's top stories for Wednesday 03/11/20 Wall Street digests DXC's health business sale, guidance withdrawal 03/11/20 Fly Intel: Wall Street's top stories at midday 03/11/20 Fly Intel: Pre-market Movers DELL Dell Technologies $46.04 / +0.555 (+1.22%) 02/28/20 Fly Intel: Wall Street's top stories for Friday 02/28/20 Fly Intel: Wall Street's top stories at midday CRM Salesforce $184.64 / +8.07 (+4.57%) 05/05/20 L Brands, Harley-Davidson upgrades among today's top calls on Wall Street 02/26/20 Fly Intel: Wall Street's top stories for Wednesday 02/26/20 Fly Intel: Wall Street's top stories at midday 01/29/20 Fly Intel: What to watch in Microsoft earnings report COST Costco $310.44 / +4.5 (+1.47%) 05/07/20 Lyft, Shopify downgrades among today's top calls on Wall Street 04/30/20 Fly Intel: What to watch in Amazon earnings report 04/29/20 Fly Intel: Walmart, UPS downgrades among today's top calls on Wall Street 04/15/20 Fly Intel: After-Hours Movers 05/26/20 2020 Technology, Media & Telecom Virtual Conference 06/01/20 2020 Cloud Secular Winners Virtual Conference 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 05/28/20 Veeva - VEEV 05/28/20 Zscaler - ZS 05/28/20 Ollie's Bargain Outlet - OLLI 05/28/20 VMware - VMW 05/28/20 DXC Technology - DXC 05/28/20 Nordstrom - JWN 05/28/20 Costco - COST 05/28/20 Okta - OKTA 05/28/20 Ulta Beauty - ULTA 05/28/20 Pure Storage - PSTG 05/28/20 Salesforce - CRM 05/28/20 Williams-Sonoma - WSM 05/28/20 Dell Technologies - DELL 11:00 Today Ulta Beauty, Inc. 12:00 Today Williams-Sonoma Inc. 06/04/20 Okta 06/05/20 Okta 06/11/20 Salesforce.com, Inc. 06/16/20 Okta, Inc. 06/22/20 Ollie's Bargain Outlet Holdings, Inc. 06/25/20 Pure Storage 06/25/20 Veeva Systems Inc. ZS WSM VMW VEEV ULTA PSTG OLLI OKTA JWN DXC DELL CRM COST ZS Zscaler $77.00 / +2.46 (+3.30%) 02/20/20 Zscaler options imply 16.1% move in share price post-earnings 02/13/20 Largest borrow rate increases among liquid names 12/18/19 Largest borrow rate increases among liquid names 12/10/19 Unusual call flow in option market yesterday WSM Williams-Sonoma $74.03 / +0.64 (+0.87%) 03/18/20 Williams Sonoma options imply 30.0% move in share price post-earnings VMW VMware $143.50 / +3.89 (+2.79%) 01/24/20 Unusually active option classes on open January 24th 12/04/19 VMware call buyer realizes 18% same-day gains 12/03/19 VMware call volume above normal and directionally bullish VEEV Veeva $206.00 / +14.04 (+7.31%) 04/01/20 Veeva call volume above normal and directionally bullish 03/05/20 Veeva call volume above normal and directionally bullish 03/03/20 Veeva options imply 10.2% move in share price post-earnings ULTA Ulta Beauty $246.72 / -5.12 (-2.03%) 02/12/20 Ulta Beauty call volume above normal and directionally bullish 02/03/20 Early notable gainers among liquid option names on February 3rd 01/13/20 Early notable gainers among liquid option names on January 13th 01/13/20 Unusually active option classes on open January 13th PSTG Pure Storage $17.35 / -0.02 (-0.12%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish OLLI Ollie's Bargain Outlet $89.14 / -0.83 (-0.92%) 03/02/20 Largest borrow rate increases among liquid names 01/17/20 April put buyer shopping for deals in Ollies Bargain Outlet 01/02/20 Ollies Bargain Outlet put volume heavy and directionally bearish 12/10/19 Ollies Bargain Outlet options imply 15.5% move in share price post-earnings OKTA Okta $189.69 / +10.18 (+5.67%) 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 JWN Nordstrom $18.63 / -0.98 (-5.00%) 05/27/20 Early notable gainers among liquid option names on May 27th 05/15/20 Nordstrom call volume above normal and directionally bullish 05/11/20 Nordstrom call volume above normal and directionally bullish 05/07/20 Nordstrom put volume heavy and directionally bearish DXC DXC Technology $16.78 / -0.89 (-5.04%) 03/17/20 Largest borrow rate increases among liquid names 02/21/20 DXC Technology put volume heavy and directionally bearish 02/18/20 Notable open interest changes for February 18th 02/14/20 Gigantic bullish risk reversal in DXC Technology tied to 5M share hedge DELL Dell Technologies $46.04 / +0.555 (+1.22%) 05/13/20 Dell Technologies put volume heavy and directionally bearish 04/21/20 Dell Technologies put volume heavy and directionally bearish 02/27/20 Dell Technologies put volume heavy and directionally bearish 02/25/20 Dell Technologies put volume heavy and directionally bearish CRM Salesforce $184.64 / +8.07 (+4.57%) 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 04/20/20 Salesforce call volume above normal and directionally bullish COST Costco $310.44 / +4.5 (+1.47%) 05/19/20 Unusually active option classes on open May 19th 04/09/20 Unusually active option classes on open April 9th 04/07/20 Unusually active option classes on open April 7th 03/05/20 Costco options imply 7.5% move in share price post-earnings

Over a week ago
Recommendations	Barclays lowers estimates in IT hardware after April survey » 05:53 05/19/20 05/19 05:53 05/19/20 05:53 HPE HP Enterprise $9.98 / +0.88 (+9.67%) , DELL Dell Technologies $43.78 / +1.67 (+3.97%) , NTAP NetApp $44.62 / +2.25 (+5.31%) , PSTG Pure Storage $14.90 / +0.605 (+4.23%) Barclays analyst Tim Long… Barclays analyst Tim Long says his firm's April IT hardware survey continued to show a "sluggish outlook" across all categories after a sharp deterioration shown in the March survey. This makes a V-shaped recovery less likely, Long tells investors in a research note. Server, application delivery controller and printing spend are now expected to decline for the year, while optimism in PC "quickly recede," says the analyst. Long reduced server and storage estimates for hardware companies HP Enterprise (HP), Dell Technologies (DELL), NetApp (NTAP) and Pure Storage (PSTG) to reflect the lower growth profile and structurally more cautious spending going forward. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options PSTG NTAP HPE DELL PSTG Pure Storage $14.90 / +0.605 (+4.23%) 11/22/19 Pure Storage falls -18.2% 11/22/19 Pure Storage falls -19.6% 11/22/19 Pure Storage falls -18.2% NTAP NetApp $44.62 / +2.25 (+5.31%) 05/12/20 NetApp names Microsoft's Cesar Cernuda as president 05/03/20 Fly Intel: Top five weekend stock stories 03/09/20 NetApp acquires Talon Storage HPE HP Enterprise $9.98 / +0.88 (+9.67%) 05/11/20 Aruba enters collaboration with Microsoft 04/20/20 HP Enterprise announces 12c per share quarterly dividend 04/14/20 AMD extends 2nd Gen AMD EPYC processor family with new processors 04/02/20 HP Enterprise announces remote workforce initiatives, rollouts DELL Dell Technologies $43.78 / +1.67 (+3.97%) 04/13/20 Global PC market fell 9.8% in Q1, says IDC 02/27/20 Fly Intel: After Hours Movers 02/27/20 Dell Technologies announces new $1B share repurchase program HPE DELL NTAP PSTG HPE HP Enterprise $9.98 / +0.88 (+9.67%) 04/27/20 Loop Capital Xerox, Park City, NetApp, HP Enterprise cut to Hold from Buy at Loop Capital 04/27/20 Loop Capital HP Enterprise downgraded to Hold from Buy at Loop Capital 04/22/20 Fly Intel: Top five analyst initiations 04/22/20 RBC Capital HP Enterprise initiated with a Sector Perform at RBC Capital DELL Dell Technologies $43.78 / +1.67 (+3.97%) 04/13/20 Bernstein Dell Technologies price target lowered to $50 from $60 at Bernstein 04/13/20 Goldman Sachs Dell Technologies downgraded to Neutral from Buy at Goldman Sachs 04/06/20 Raymond James Dell Technologies price target lowered to $39 from $55 at Raymond James 03/23/20 Nomura Instinet Dell Technologies price target lowered to $35 from $48 at Nomura Instinet NTAP NetApp $44.62 / +2.25 (+5.31%) 05/11/20 Fly Intel: Top five analyst downgrades 05/11/20 Stifel NetApp downgraded to Hold from Buy at Stifel 04/27/20 Loop Capital NetApp downgraded to Hold from Buy at Loop Capital PSTG Pure Storage $14.90 / +0.605 (+4.23%) 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured 11/22/19 Cowen Pure Storage price target lowered to $19 from $23 at Cowen PSTG NTAP HPE DELL PSTG Pure Storage $14.90 / +0.605 (+4.23%) 02/27/20 Pure Storage sees Q1 revenue $365M, consensus $381.2M 02/27/20 Pure Storage sees FY21 revenue $1.9B, consensus $1.93B 02/27/20 Pure Storage reports Q4 EPS (2c), consensus 21c NTAP NetApp $44.62 / +2.25 (+5.31%) 02/12/20 NetApp cuts FY20 revenue decline view to roughly 10% from 8% 02/12/20 NetApp sees Q4 adjusted EPS $1.28-$1.36, consensus $1.39 02/12/20 NetApp reports Q3 adjusted EPS $1.16, consensus $1.18 02/12/20 Notable companies reporting after market close HPE HP Enterprise $9.98 / +0.88 (+9.67%) 03/03/20 HP Enterprise CFO says FY20 revenue unlikely to grow 03/03/20 HP Enterprise affirms FY20 EPS outlook $1.78-$1.94, consensus $1.86 03/03/20 HP Enterprise reports Q1 EPS 44c, consensus 44c 11/25/19 HP Enterprise backs FY20 EPS view of $1.78-$1.94, consensus $1.85 DELL Dell Technologies $43.78 / +1.67 (+3.97%) 03/26/20 Dell Technologies withdraws FY21 financial guidance 02/27/20 Dell Technologies sees FY21 EPS $5.90-$6.60, consensus $6.71 02/27/20 Dell Technologies reports Q4 adj. EPS $2.00, consensus $2.02 02/27/20 Notable companies reporting after market close NTAP HPE DELL NTAP NetApp $44.62 / +2.25 (+5.31%) 05/02/20 Fox, NetApp look like buys as COVID-19 creates debt crisis, Barron's says HPE HP Enterprise $9.98 / +0.88 (+9.67%) 12/30/19 Chinese 'Cloud Hopper' attack much bigger than previously known, WSJ says 11/30/19 Legacy technology companies in awkward spot, Barron's says 11/23/19 Barron's recommends fourteen value stocks DELL Dell Technologies $43.78 / +1.67 (+3.97%) 03/25/20 Dell now lets users control iPhones from computers, Verge says 03/03/20 PC, smartphone shipments delayed by coronavirus, FT reports 02/21/20 PC shipments expected to fall in 2020 due to coronavirus, TechCrunch reports 02/08/20 Coronavirus may bring tech supply chains to a halt, Barron's says PSTG NTAP HPE DELL PSTG Pure Storage $14.90 / +0.605 (+4.23%) 11/22/19 Fly Intel: Wall Street's top stories for Friday 11/22/19 Fly Intel: Wall Street's top stories at midday NTAP NetApp $44.62 / +2.25 (+5.31%) 05/11/20 Yelp, Lyft downgrades among today's top calls on Wall Street 01/21/20 Fly Intel: What to watch in IBM's earnings report HPE HP Enterprise $9.98 / +0.88 (+9.67%) 03/31/20 Fly Intel: Wendy's, Dollar General upgrades among top calls on Wall Street 03/04/20 Fly Intel: Wall Street's top stories for Wednesday 03/04/20 Fly Intel: Wall Street's top stories at midday 03/04/20 Fly Intel: Pre-market Movers DELL Dell Technologies $43.78 / +1.67 (+3.97%) 02/28/20 Fly Intel: Wall Street's top stories for Friday 02/28/20 Fly Intel: Wall Street's top stories at midday 06/12/20 FBN Silicon Valley Tech Virtual Tour 05/21/20 HP Enterprise - HPE 05/28/20 Pure Storage - PSTG 05/28/20 Dell Technologies - DELL PSTG NTAP HPE DELL PSTG Pure Storage $14.90 / +0.605 (+4.23%) 03/16/20 Pure Storage put volume heavy and directionally bearish 03/12/20 Pure Storage put volume heavy and directionally bearish 03/03/20 Pure Storage call volume above normal and directionally bullish 12/03/19 Pure Storage put volume heavy and directionally bearish NTAP NetApp $44.62 / +2.25 (+5.31%) 05/01/20 Unusually active option classes on open May 1st 12/30/19 NetApp put volume heavy and directionally bearish 12/16/19 NetApp call volume above normal and directionally bullish HPE HP Enterprise $9.98 / +0.88 (+9.67%) 04/23/20 Hewlett Packard Enterprise put volume heavy and directionally bearish 03/24/20 Hewlett Packard Enterprise call volume above normal and directionally bullish 03/04/20 Hewlett Packard Enterprise put volume heavy and directionally bearish 03/03/20 Hewlett Packard Enterprise options imply 11.3% move in share price post-earnings DELL Dell Technologies $43.78 / +1.67 (+3.97%) 05/13/20 Dell Technologies put volume heavy and directionally bearish 04/21/20 Dell Technologies put volume heavy and directionally bearish 02/27/20 Dell Technologies put volume heavy and directionally bearish 02/25/20 Dell Technologies put volume heavy and directionally bearish

Over a month ago
Conference/Events	FBN Securities network security analyst to hold analyst/industry conference call » 11:25 04/07/20 04/07 11:25 04/07/20 11:25 PANW Palo Alto Networks $173.68 / +2.29 (+1.34%) , ZS Zscaler $62.25 / -1.01 (-1.60%) , FTNT Fortinet $105.99 / -1.89 (-1.75%) , CHKP Check Point $103.65 / +0.06 (+0.06%) , FEYE FireEye $10.01 / -0.04 (-0.40%) , PFPT Proofpoint $107.24 / -2.88 (-2.62%) , OKTA Okta $125.57 / -2.42 (-1.89%) , CSCO Cisco $41.23 / -0.2 (-0.48%) , PSTG Pure Storage $12.32 / +0.39 (+3.27%) , NTNX Nutanix $16.31 / +0.32 (+2.00%) , NTAP NetApp $40.91 / +1.3 (+3.28%) , VMW VMware $125.27 / +2.35 (+1.91%) , CTXS Citrix $143.92 / -3.455 (-2.34%) Analysts, along with Jim… Analysts, along with Jim Gruzlewski, a professional in the network security industry, discuss security solutions and the challenges across all vertical markets in the North American IT Channel Industry on an Analyst/Industry conference call to be held on April 7 at 12 pm. ShowHide Related Items >><< Street Research Events PANW ZS FTNT CHKP FEYE PFPT OKTA CSCO PSTG NTNX NTAP VMW CTXS PANW Palo Alto Networks $173.68 / +2.29 (+1.34%) 04/03/20 Raymond James Fortinet price target lowered to $115 from $136 at Raymond James 04/01/20 Rosenblatt Palo Alto seeing firewall pickup due to 'WFH' trend, says Rosenblatt 04/01/20 Deutsche Bank Palo Alto Networks price target lowered to $180 from $210 at Deutsche Bank 03/31/20 Stifel Palo Alto Networks acquisition of CloudGenix 'makes sense,' says Stifel ZS Zscaler $62.25 / -1.01 (-1.60%) 03/27/20 Dougherty Zscaler initiated with a Buy at Dougherty 03/27/20 Citi Citi opens one positive, four negative catalyst watches in Software 03/27/20 BTIG Zscaler assumed with a Neutral at BTIG 03/25/20 Baird Zscaler price target raised to $70 from $60 at Baird FTNT Fortinet $105.99 / -1.89 (-1.75%) 03/27/20 BTIG Fortinet initiated with a Neutral at BTIG 03/17/20 Fly Intel: Top five analyst downgrades 03/17/20 DA Davidson Fortinet downgraded to Neutral from Buy at DA Davidson CHKP Check Point $103.65 / +0.06 (+0.06%) 04/06/20 OTR Global Check Point upgraded to Mixed from Negative at OTR Global 03/27/20 BTIG Check Point initiated with a Buy at BTIG FEYE FireEye $10.01 / -0.04 (-0.40%) 03/05/20 Fly Intel: Top five analyst upgrades 03/05/20 Goldman Sachs Goldman upgrades FireEye to Buy, sees 33% upside in the shares 03/05/20 Goldman Sachs FireEye upgraded to Buy from Neutral at Goldman Sachs 01/08/20 Fly Intel: Top five analyst downgrades PFPT Proofpoint $107.24 / -2.88 (-2.62%) 03/27/20 BTIG Proofpoint assumed with a Buy at BTIG 03/24/20 Goldman Sachs Goldman Sachs starts Rapid7, Tenable Holdings at Buy, SailPoint at Sell 03/24/20 Goldman Sachs Proofpoint initiated with a Neutral at Goldman Sachs 03/04/20 First Analysis Proofpoint upgraded to Strong Buy from Outperform at First Analysis OKTA Okta $125.57 / -2.42 (-1.89%) 04/02/20 DA Davidson Okta price target raised to $140 from $110 at DA Davidson 04/02/20 Oppenheimer Okta price target raised to $130 from $120 at Oppenheimer 04/02/20 Mizuho Okta price target lowered to $140 from $145 at Mizuho CSCO Cisco $41.23 / -0.2 (-0.48%) 04/06/20 Raymond James Cisco price target lowered to $48 from $54 at Raymond James 03/23/20 Nomura Instinet Cisco price target lowered to $43 from $47 at Nomura Instinet 03/17/20 Cleveland Research Cleveland says Cisco sees some pull forward, partners more cautious on long-term 03/16/20 Citi Cisco price target lowered to $40 from $55 at Citi PSTG Pure Storage $12.32 / +0.39 (+3.27%) 03/26/20 Northland Pure Storage initiated with an Outperform at Northland 03/23/20 Cowen Pure Storage, Silicon Motion better for bottom fishers, says Cowen 01/17/20 Morgan Stanley Morgan Stanley downgrades IBM to Equal Weight as IT hardware budgets pressured 11/22/19 Cowen Pure Storage price target lowered to $19 from $23 at Cowen NTNX Nutanix $16.31 / +0.32 (+2.00%) 02/27/20 Wells Fargo Nutanix price target lowered to $33 from $38 at Wells Fargo 02/24/20 RBC Capital Nutanix price target raised to $42 from $38 at RBC Capital 02/03/20 RBC Capital Nutanix promotion of Chris Kaddaras a 'positive' indicator, says RBC Capital 01/15/20 Piper Sandler Piper introduces long VMware, short Juniper pair trade into Q4 results NTAP NetApp $40.91 / +1.3 (+3.28%) 03/26/20 Northland Northland bullish on NetApp, initiates with an Outperform 03/26/20 Northland NetApp initiated with an Outperform at Northland 02/19/20 Argus NetApp downgraded to Hold at Argus due to slower momentum 02/19/20 Argus NetApp downgraded to Hold from Buy at Argus VMW VMware $125.27 / +2.35 (+1.91%) 03/24/20 Oppenheimer VMware price target lowered to $165 from $200 at Oppenheimer 03/02/20 Jefferies VMware price target lowered to $175 from $190 at Jefferies 02/28/20 RBC Capital VMware price target lowered to $183 from $200 at RBC Capital 02/28/20 Deutsche Bank VMware price target lowered to $165 from $190 at Deutsche Bank CTXS Citrix $143.92 / -3.455 (-2.34%) 04/06/20 Deutsche Bank Citrix price target raised to $175 from $150 at Deutsche Bank 04/03/20 Raymond James Citrix price target raised to $155 from $124 at Raymond James 03/25/20 Morgan Stanley Citrix upgraded to Overweight on 'WFH' boost at Morgan Stanley 03/24/20 Morgan Stanley Citrix upgraded to Overweight from Equal Weight at Morgan Stanley 04/07/20 Network Security 04/14/20 Cybersecurity--Luncheon 05/31/20 Israel Tech Trek 2020 06/12/20 FBN Silicon Valley Tech Virtual Tour 06/15/20 FBN Silicon Valley Tech Virtual Tour 04/07/20 Cisco - CSCO 04/07/20 Cisco - CSCO 04/27/20 Check Point - CHKP 04/28/20 FireEye - FEYE 05/06/20 Fortinet - FTNT 05/07/20 Proofpoint - PFPT 05/13/20 Cisco - CSCO 04/07/20 Nutanix 04/13/20 Nutanix

Get Full Fly Access

Breaking market intelligence sent straight to you: Our team of experts analyze every news story and filter out the noise to deliver real-time market moving news.

Up-to-date information on important industry events: Get real-time updates on events that are moving the market—from conferences and calls to syndicate announcements.

News focused on the companies in your portfolio: Create up to 12 portfolios with 150 stocks each, and see how active they are in market news.

14 Day Free Trial