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Recommendations	PTC price target raised to $155 from $140 at RBC Capital » 08:33 01/30/23 01/30 08:33 01/30/23 08:33 PTC PTC $135.15 / -0.635 (-0.47%) RBC Capital analyst… Story temporarily locked. To read stories as they happen please subscribe, Login above, or return tomorrow Get Free Trial ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events PTC PTC $135.15 / -0.635 (-0.47%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes PTC PTC $135.15 / -0.635 (-0.47%) 01/26/23 Baird PTC price target raised to $165 from $150 at Baird 01/23/23 KeyBanc PTC upgraded to Overweight from Sector Weight at KeyBanc 01/11/23 Barclays PTC price target lowered to $144 from $148 at Barclays 01/11/23 Berenberg PTC initiated with a Buy at Berenberg PTC PTC $135.15 / -0.635 (-0.47%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 PTC PTC $135.15 / -0.635 (-0.47%) 01/23/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/01/23 PTC - PTC 02/16/23 PTC Inc

Thursday
Recommendations	PTC price target raised to $165 from $150 at Baird » 06:39 01/26/23 01/26 06:39 01/26/23 06:39 PTC PTC $134.13 / +0.58 (+0.43%) Baird analyst Joe Vruwink… Baird analyst Joe Vruwink raised the firm's price target on PTC to $165 from $150 and keeps an Outperform rating on the shares. The analyst expects results above consensus and a raise in the low end of organic ARR growth guidance. While the "industrial" macro is not without challenges, feedback from partners suggests underlying impacts on business are not getting worse, Baird tells investors. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events PTC PTC $134.13 / +0.58 (+0.43%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes PTC PTC $134.13 / +0.58 (+0.43%) 01/23/23 KeyBanc PTC upgraded to Overweight from Sector Weight at KeyBanc 01/11/23 Barclays PTC price target lowered to $144 from $148 at Barclays 01/11/23 Berenberg PTC initiated with a Buy at Berenberg 12/14/22 Baird Baird staying selective in vertical software, makes four rating changes PTC PTC $134.13 / +0.58 (+0.43%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 PTC PTC $134.13 / +0.58 (+0.43%) 01/23/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 02/01/23 PTC - PTC 02/16/23 PTC Inc

Over a week ago
On The Fly	Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations » 09:48 01/23/23 01/23 09:48 01/23/23 09:48 AMD AMD $71.99 / +1.95 (+2.78%) , QCOM Qualcomm $126.76 / +3.82 (+3.11%) , SWKS Skyworks $105.50 / +2.44 (+2.37%) , STX Seagate $61.75 / +2.41 (+4.06%) , W Wayfair $54.98 / +8.255 (+17.67%) , SHOP Shopify $42.52 / +2.05 (+5.07%) , SKX Skechers $49.26 / +2.675 (+5.74%) , NKE Nike $126.85 / +0.24 (+0.19%) , ADDYY Adidas $80.00 / +1.55 (+1.98%) , PTC PTC $132.04 / +2.18 (+1.68%) , ZM Zoom Video $69.43 / -0.05 (-0.07%) , TPR Tapestry $42.95 / -0.76 (-1.74%) , CRWD Crowdstrike $103.40 / -0.005 (-0.00%) , INGR Ingredion $101.38 / -0.74 (-0.72%) , WDAY Workday $172.53 / -0.81 (-0.47%) , DGX Quest Diagnostics $145.86 / +0.41 (+0.28%) , GWRE Guidewire $70.75 / +0.78 (+1.11%) , LCID Lucid Group $8.14 / +0.33 (+4.23%) , SPNS Sapiens $21.50 / +0.09 (+0.42%) , GTLB GitLab $46.45 / +0.165 (+0.36%) Institutional investors… Open Full Text ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options ZM WDAY W TPR SWKS STX SPNS SKX SHOP QCOM PTC NKE LCID INGR GWRE GTLB DGX CRWD AMD ADDYY ZM Zoom Video $69.43 / -0.05 (-0.07%) 12/29/22 Cathie Wood's ARK Investment bought 57K shares of Zoom Video today 11/21/22 Zoom Video sees Q4 deferred revenue up roughly 2%-3% y/y 11/09/22 Cathie Wood's ARK Investment bought 149K shares of Zoom Video today 11/09/22 Verint Customer Engagement Platform to integrate with Zoom Contact Center WDAY Workday $172.53 / -0.81 (-0.47%) 12/20/22 Workday appoints Carl Eschenbach as co-CEO 11/29/22 Workday sees FY24 subscription revenue growth of 17%-19% to $6.5B-$6.6B 11/29/22 Workday jumps 5% to $150.00 after Q3 results beat estimates 11/29/22 Workday reports Q3 subscription revenue $1.43B, up 22.3% y/y W Wayfair $54.98 / +8.255 (+17.67%) 01/23/23 Wayfair rises 18.8% 01/20/23 Wayfair rises 21.7% 01/20/23 Wayfair rises 8.6% 01/20/23 Wayfair rises 8.5% TPR Tapestry $42.95 / -0.76 (-1.74%) 12/04/22 Fly Intel: Top five weekend stock stories 09/09/22 Tapestry announces long-term financial targets 08/04/22 Tapestry COO Tom Glaser retires, Scott Roe to succeed SWKS Skyworks $105.50 / +2.44 (+2.37%) 01/05/23 Skyworks says inventory overhang could possibly last into June 09/21/22 Skyworks CEO: Our portfolio is expanding 08/04/22 Skyworks raises quarterly dividend 11% to 62c per share STX Seagate $61.75 / +2.41 (+4.06%) 10/26/22 Seagate facing Commerce Department allegations it violated sanctions 10/26/22 Seagate reducing production output to enable inventory correction 10/26/22 Seagate to reduce global workforce by 8% 09/08/22 Seagate partnering with Catalog in DNA-based storage and computation platforms SPNS Sapiens $21.50 / +0.09 (+0.42%) 12/19/22 Sapiens appoints Yaffa Cohen-Ifrah as CMO, head of investor relations 11/28/22 Sapiens signs agreement with Toyota Insurance Spain to modernize its business 09/21/22 Sapiens announces five new tactical partnerships in North American market 09/06/22 Sapiens selected by AEGIS to automate, modernize reinsurance process SKX Skechers $49.26 / +2.675 (+5.74%) 10/26/22 Skechers issues statement on unauthorized visit by Kanye West 10/26/22 Skechers falls -8.9% 10/25/22 Skechers falls 11% to $32.00 after Q4 guidance misses estimates 10/18/22 Skechers sues Hermes for patent infringement of MASSAGE FIT technology SHOP Shopify $42.52 / +2.05 (+5.07%) 12/29/22 Bridgeline, Shopify partner for prescriptive marketing dashboard eCommerce360 12/13/22 Nogin names Bonham-Carter as Chief Revenue Officer 11/29/22 Shopify reports Black Friday Cyber Monday weekend sales up 19% y/y 11/28/22 Shopify rises 8.8% QCOM Qualcomm $126.76 / +3.82 (+3.11%) 01/09/23 Qualcomm down 1% after Bloomberg report on Apple taking modem in-house 01/05/23 Iridium to partner t with Qualcomm on satellite messaging and emergency services 01/04/23 Visteon, Qualcomm collaborate on development of digital cockpit 11/02/22 Qualcomm falls 7% to $104.90 after Q1 guidance misses estimates PTC PTC $132.04 / +2.18 (+1.68%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes NKE Nike $126.85 / +0.24 (+0.19%) 12/21/22 Nike Training Club on Netflix launches December 30 12/21/22 Nike rises 13.7% 12/21/22 Nike rises 14.6% 12/21/22 Nike rises 13.5% LCID Lucid Group $8.14 / +0.33 (+4.23%) 01/12/23 Lucid Group reports vehicle production up 53% sequentially in Q4 to 3,493 12/21/22 Lucid Group begins deliveries of Lucid Air in Europe 12/19/22 Lucid Group jumps 7% to $7.74 after announcing $1.515B capital raise 12/19/22 Lucid Group announces capital raise of $1.515B INGR Ingredion $101.38 / -0.74 (-0.72%) 12/01/22 Ingredion gets SBTi approval of its greenhouse gas emissions reduction targets 11/07/22 Ingredion completes one-third of its $160M in capital investments 09/26/22 Ingredion announces 6M share repurchase plan 09/26/22 Ingredion increases quarterly dividend 9% to 71c per share GWRE Guidewire $70.75 / +0.78 (+1.11%) 01/12/23 Guidewire, Assurant partner to streamline insurance processes 10/24/22 Guidewire announces strategic payments partnership with One Inc 10/21/22 Guidewire appoints David Laker as chief sales officer 09/28/22 Guidewire announces $200M accelerated share buyback program GTLB GitLab $46.45 / +0.165 (+0.36%) 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/05/22 GitLab jumps almost 14% after Q3 report, guidance beat expectations 11/30/22 GitLab launches GitLab Dedicated solution 10/25/22 GitLab announces enhancements to Security and Governance solution DGX Quest Diagnostics $145.86 / +0.41 (+0.28%) 01/23/23 Agilent, Quest team to extend access to Resolution ctDx FIRST NGS test 12/08/22 Quest Diagnostics partners with Northern Light Health in Maine 12/01/22 Quest Diagnostics awarded group purchasing agreement by Premier 11/28/22 Quest Diagnostics completes acquisition of LabCare CRWD Crowdstrike $103.40 / -0.005 (-0.00%) 01/17/23 Crowdstrike adds two executives to its leadership team 12/29/22 Crowdstrike director Austin buys $2.5M in company shares 12/01/22 Crowdstrike CEO: Most companies would kill for our results 11/30/22 Cathie Wood's ARK Investment bought 39.2K shares of Crowdstrike today AMD AMD $71.99 / +1.95 (+2.78%) 01/20/23 AMD identified as respondent in ITC investigation of certain integrated circuits 01/19/23 AMD adaptive computing tech enables DENSO LiDAR system 01/11/23 AMD CFO Devinder Kumar to retire, Jean Hu appointed new CFO 12/20/22 EU opens antitrust probe into Broadcom's proposed $61B VMware bid ADDYY Adidas $80.00 / +1.55 (+1.98%) 11/09/22 Adidas sees 'strong' bottomline improvement in 2023 11/09/22 Adidas sees FY22 currency-neutral revenue up at a low single digit rate 11/08/22 Adidas names Bjorn Gulden as new CEO, effective January 1, 2023 11/04/22 Adidas confirms talks with Gulden as potential successor to CEO AMD QCOM SWKS STX W SHOP SKX NKE ADDYY PTC ZM TPR CRWD INGR WDAY DGX GWRE LCID SPNS GTLB AMD AMD $71.99 / +1.95 (+2.78%) 01/23/23 Truist AMD price target raised to $79 from $70 at Truist 01/23/23 Barclays AMD upgraded to Overweight from Equal Weight at Barclays 01/11/23 Barclays AMD price target raised to $70 from $68 at Barclays 01/11/23 KeyBanc AMD price target lowered to $80 from $85 at KeyBanc QCOM Qualcomm $126.76 / +3.82 (+3.11%) 01/23/23 Barclays Qualcomm upgraded to Overweight from Equal Weight at Barclays 01/18/23 Citi Citi opens 'negative catalyst watch' on Intel and Qualcomm 01/11/23 KeyBanc KeyBanc says iPhone survey shows supply partial recovery, some shortages remain 01/10/23 Piper Sandler Piper Sandler sees no strategic reason for Apple to insource Wi-Fi combo chip SWKS Skyworks $105.50 / +2.44 (+2.37%) 01/23/23 Barclays Skyworks upgraded to Overweight from Equal Weight at Barclays 11/30/22 KGI Securities Skyworks upgraded to Outperform from Neutral at KGI Securities 11/15/22 Credit Suisse Skyworks assumed with an Outperform at Credit Suisse STX Seagate $61.75 / +2.41 (+4.06%) 01/23/23 Barclays Seagate upgraded to Overweight from Equal Weight at Barclays 01/18/23 Morgan Stanley Morgan Stanley upgrades early cycle beneficiary Seagate to Overweight 01/18/23 Morgan Stanley Seagate upgraded to Overweight from Equal Weight at Morgan Stanley 10/27/22 Northland Seagate price target lowered to $70 from $88 at Northland W Wayfair $54.98 / +8.255 (+17.67%) 01/23/23 Wedbush Wayfair upgraded to Outperform from Neutral at Wedbush 01/23/23 BofA BofA double upgrades Wayfair to Buy on 'significant improvement' 01/23/23 BofA Wayfair upgraded to Buy from Underperform at BofA 01/23/23 Oppenheimer Wayfair price target lowered to $70 from $110 at Oppenheimer SHOP Shopify $42.52 / +2.05 (+5.07%) 01/23/23 Deutsche Bank Shopify upgraded to Buy from Hold at Deutsche Bank 01/19/23 Truist Shopify price target raised to $41 from $35 at Truist 01/18/23 DA Davidson Shopify assumed with a Neutral at DA Davidson 01/17/23 Loop Capital Shopify price target raised to $39 from $36 at Loop Capital SKX Skechers $49.26 / +2.675 (+5.74%) 01/23/23 Cowen Skechers upgraded to Outperform at Cowen on momentum and margin recovery 01/23/23 Deutsche Bank Skechers price target raised to $54 from $43 at Deutsche Bank 01/23/23 Cowen Skechers upgraded to Outperform from Market Perform at Cowen 01/20/23 UBS Skechers price target raised to $63 from $53 at UBS NKE Nike $126.85 / +0.24 (+0.19%) 01/13/23 UBS Nike better positioned within Softline retail sector, says UBS 01/12/23 HSBC Nike price target raised to $125 from $100 at HSBC 01/10/23 Cowen Nike price target raised to $141 from $131 at Cowen ADDYY Adidas $80.00 / +1.55 (+1.98%) 01/19/23 Baird Adidas downgraded to Neutral from Outperform at Baird 12/30/22 Credit Suisse Credit Suisse sees some U.K. retailers increasing guidance 11/14/22 RBC Capital Adidas price target raised to EUR 120 from EUR 100 at RBC Capital PTC PTC $132.04 / +2.18 (+1.68%) 01/23/23 KeyBanc PTC upgraded to Overweight from Sector Weight at KeyBanc 01/11/23 Barclays PTC price target lowered to $144 from $148 at Barclays 01/11/23 Berenberg PTC initiated with a Buy at Berenberg 12/14/22 Baird Baird staying selective in vertical software, makes four rating changes ZM Zoom Video $69.43 / -0.05 (-0.07%) 01/23/23 MKM Partners MKM Partners cuts Zoom Video to Neutral, sees limited upside in Meetings growth 01/23/23 MKM Partners Zoom Video downgraded to Neutral from Buy at MKM Partners 01/17/23 Piper Sandler Zoom Video price target lowered to $75 from $77 at Piper Sandler 12/15/22 Wedbush Wedbush initiates Zoom Video with a Neutral and $80 price target TPR Tapestry $42.95 / -0.76 (-1.74%) 01/23/23 Barclays Capri Holdings price target raised to $72 from $56 at Barclays 01/23/23 Barclays Tapestry downgraded to Equal Weight from Overweight at Barclays 12/20/22 Raymond James Tapestry initiated with an Outperform at Raymond James 12/19/22 Raymond James Tapestry initiated with an Outperform at Raymond James CRWD Crowdstrike $103.40 / -0.005 (-0.00%) 01/23/23 Deutsche Bank Crowdstrike downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Crowdstrike initiated with an Outperform at Scotiabank 01/18/23 BMO Capital BMO starts 'best-in-class' Crowdstrike with an Outperform 01/18/23 BMO Capital Crowdstrike initiated with an Outperform at BMO Capital INGR Ingredion $101.38 / -0.74 (-0.72%) 01/23/23 Barclays Ingredion downgraded to Equal Weight from Overweight at Barclays 01/17/23 Stephens Ingredion upgraded to Overweight from Equal Weight at Stephens 11/07/22 Credit Suisse Ingredion price target raised to $100 from $94 at Credit Suisse 09/30/22 UBS Ingredion initiated with a Neutral at UBS WDAY Workday $172.53 / -0.81 (-0.47%) 01/23/23 Deutsche Bank Workday downgraded to Hold from Buy at Deutsche Bank 01/17/23 Guggenheim Workday downgraded to Sell from Neutral at Guggenheim 01/13/23 Capital One Workday initiated with an Overweight at Capital One 01/09/23 MoffettNathanson Workday initiated with an Outperform at MoffettNathanson DGX Quest Diagnostics $145.86 / +0.41 (+0.28%) 01/23/23 Evercore ISI Quest Diagnostics initiated with an In Line at Evercore ISI 01/12/23 Baird Quest Diagnostics price target raised to $154 from $143 at Baird 12/14/22 Mizuho Quest Diagnostics price target raised to $165 from $160 at Mizuho 11/17/22 Citi Quest Diagnostics downgraded to Sell from Neutral at Citi GWRE Guidewire $70.75 / +0.78 (+1.11%) 01/23/23 Goldman Sachs Guidewire initiated with a Buy at Goldman Sachs 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 12/07/22 BTIG Guidewire price target lowered to $90 from $105 at BTIG 12/07/22 Citi Guidewire price target lowered to $67 from $79 at Citi LCID Lucid Group $8.14 / +0.33 (+4.23%) 01/22/23 Citi Lucid Group resumed with a Buy at Citi 01/12/23 Cantor Fitzgerald Lucid's Q4 production pre-announcement 'encouraging, says Cantor Fitzgerald 01/12/23 Evercore ISI Evercore ISI says Lucid FY/Q4 production serves as glimmer of execution progress 12/15/22 BofA Lucid Group resumed with a Buy at BofA SPNS Sapiens $21.50 / +0.09 (+0.42%) 01/23/23 Goldman Sachs Sapiens initiated with a Buy at Goldman Sachs 12/01/22 JPMorgan Sapiens initiated with an Underweight at JPMorgan 08/08/22 Citi Sapiens price target lowered to $25 from $27 at Citi 02/24/22 Citi Sapiens price target lowered to $30 from $38 at Citi GTLB GitLab $46.45 / +0.165 (+0.36%) 01/23/23 FBN Securities GitLab initiated with an Outperform at FBN Securities 01/09/23 Truist GitLab price target lowered to $75 from $95 at Truist 01/05/23 Piper Sandler GitLab price target lowered to $58 from $60 at Piper Sandler 12/16/22 Barclays GitLab initiated with an Overweight at Barclays ZM WDAY W TPR SWKS STX SPNS SKX SHOP QCOM PTC NKE LCID INGR GWRE GTLB DGX CRWD AMD ADDYY ZM Zoom Video $69.43 / -0.05 (-0.07%) 11/21/22 Zoom Video raises FY23 EPS view to $3.91-$3.94 from $3.66-$3.69 11/21/22 Zoom Video sees Q4 EPS 75c-78c, consensus 80c 11/21/22 Zoom Video reports Q3 EPS $1.07, consensus 84c 11/21/22 Notable companies reporting after market close WDAY Workday $172.53 / -0.81 (-0.47%) 11/29/22 Workday raises low end of FY23 subscription revenue to $5.555B-$5.557B 11/29/22 Workday reports Q3 adjusted EPS 99c, consensus 84c 08/25/22 Workday still sees FY23 suscription revenue up 22% y-o-y to $5.54B-$5.56B W Wayfair $54.98 / +8.255 (+17.67%) 11/03/22 Wayfair reports Q3 EPS ($2.11), consensus ($2.15) 11/02/22 Notable companies reporting before tomorrow's open 08/04/22 Wayfair sees Q3 revenue below Q2, consensus $3.11B TPR Tapestry $42.95 / -0.76 (-1.74%) 11/10/22 Tapestry sees FY23 EPS $3.60-$3.70, consensus $3.82 11/10/22 Tapestry reports Q1 EPS 79c, consensus 75c 11/09/22 Notable companies reporting before tomorrow's open SWKS Skyworks $105.50 / +2.44 (+2.37%) 11/03/22 Skyworks sees Q1 revenue $1.3B-$1.35B, consensus $1.5B 11/03/22 Skyworks reports Q4 adjusted EPS $3.02, consensus $2.90 11/03/22 Notable companies reporting after market close 08/04/22 Skyworks sees Q4 revenue $1.375B-$1.425B, consensus $1.42B STX Seagate $61.75 / +2.41 (+4.06%) 10/26/22 Seagate sees Q2 EPS 15c +/- 20c, consensus 94c 10/26/22 Seagate reports Q1 EPS 48c, consensus 76c 10/25/22 Notable companies reporting before tomorrow's open SPNS Sapiens $21.50 / +0.09 (+0.42%) 11/03/22 Sapiens reports Q3 adjusted EPS 30c, consensus 29c 08/03/22 Sapiens lowers FY22 revenue view to $480M-$485M from $495M-$500M 08/03/22 Sapiens reports Q2 non-GAAP EPS 27c, consensus 29c SKX Skechers $49.26 / +2.675 (+5.74%) 10/25/22 Skechers sees Q4 EPS 30c-40c, consensus 51c 10/25/22 Skechers reports Q3 EPS 55c, consensus 70c 10/25/22 Notable companies reporting after market close 07/26/22 Skechers cuts FY22 EPS guidance to $2.60-$2.70 from $2.75-$2.95 SHOP Shopify $42.52 / +2.05 (+5.07%) 10/27/22 Shopify reports Q3 adjusted EPS (2c), consensus (10c) 10/26/22 Notable companies reporting before tomorrow's open 07/27/22 Shopify reports Q2 adjusted EPS (3c), consensus 3c QCOM Qualcomm $126.76 / +3.82 (+3.11%) 11/02/22 Qualcomm sees Q1 adjusted EPS adjusted EPS $2.25-$2.45, consensus $3.42 11/02/22 Qualcomm reports Q4 adjusted EPS $3.13, consensus $3.13 11/02/22 Notable companies reporting after market close 07/27/22 Qualcomm sees Q4 adjusted EPS $3.00-$3.30, consensus $3.23 PTC PTC $132.04 / +2.18 (+1.68%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 NKE Nike $126.85 / +0.24 (+0.19%) 12/20/22 Nike sees FY23 revenue growth in mid teens, consensus $49.01B 12/20/22 Nike reports Q2 EPS 85c, consensus 65c 12/20/22 Notable companies reporting after market close 09/29/22 Nike reports Q1 EPS 93c, consensus 92c LCID Lucid Group $8.14 / +0.33 (+4.23%) 11/08/22 Lucid Group reports Q3 EPS (40c), consensus (31c) 11/08/22 Notable companies reporting after market close 08/03/22 Lucid Group reports Q2 EPS (33c), consensus (36c) 08/03/22 Notable companies reporting after market close INGR Ingredion $101.38 / -0.74 (-0.72%) 11/03/22 Ingredion narrows FY22 adjusted EPS view to $7.00-$7.45 from $6.90-$7.45 11/03/22 Ingredion reports Q3 adjusted EPS $1.73, consensus $1.62 08/09/22 Ingredion sees FY22 adjusted EPS $6.90-$7.45, consensus $7.14 08/09/22 Ingredion reports Q2 adjusted EPS $2.12, consensus $1.94 GWRE Guidewire $70.75 / +0.78 (+1.11%) 12/06/22 Guidewire raises FY23 revenue view to $886M-$896M from $885M-$895M 12/06/22 Guidewire sees Q2 revenue $221M-$226M, consensus $221.37M 12/06/22 Guidewire reports Q1 adjusted EPS (12c), consensus (39c) 09/06/22 Guidewire sees FY23 revenue $885M-$895M, consensus $882.23M GTLB GitLab $46.45 / +0.165 (+0.36%) 12/05/22 GitLab sees FY23 EPS (56c)-(54c), consensus (65c) 12/05/22 GitLab sees Q4 EPS (15c)-(14c), consensus (17c) 12/05/22 GitLab reports Q3 EPS (10c), consensus (15c) 09/06/22 GitLab sees FY23 EPS (67c)-(64c), consensus (89c) DGX Quest Diagnostics $145.86 / +0.41 (+0.28%) 10/20/22 Quest Diagnostics raises FY22 adjusted EPS view to $9.75-$9.95 from $9.55-$9.95 10/20/22 Quest Diagnostics reports Q3 adjusted EPS $2.36, consensus $2.19 CRWD Crowdstrike $103.40 / -0.005 (-0.00%) 11/29/22 Crowdstrike raises FY23 EPS view to $1.49-$1.52 from $1.31-$1.33 11/29/22 Crowdstrike sees Q4 adjusted EPS 42c-45c, consensus 34c 11/29/22 Crowdstrike reports Q3 adjusted EPS 40c, consensus 31c 11/29/22 Notable companies reporting after market close AMD AMD $71.99 / +1.95 (+2.78%) 11/01/22 AMD cuts FY22 revenue view to $23.5B +/- $300M from $26.3B +/- $300M 11/01/22 AMD sees Q4 revenue $5.5B +/- $300M, consensus $5.85B 11/01/22 AMD reports Q3 EPS 67c, consensus 68c 11/01/22 Notable companies reporting after market close ADDYY Adidas $80.00 / +1.55 (+1.98%) 11/09/22 Adidas reports Q3 revenue EUR 6.41B vs. EUR 5.752B last year 10/20/22 Adidas now expects FY22 currency neutral revenue up at mid single digit rate 10/20/22 Adidas reports preliminary Q3 revenue EUR 6.41B 07/26/22 Adidas cuts FY outlook for net income from continuing ops to EUR 1.3B ZM W TPR SHOP QCOM NKE LCID DGX CRWD AMD ADDYY ZM Zoom Video $69.43 / -0.05 (-0.07%) 11/25/22 Zoom Video could be 'standout acquisition target,' The Information says 11/09/22 Zoom announces official integration into Tesla vehicles, Electrek reports 10/22/22 Hologic still not losing steam as other COVID companies have, Barron's says 09/14/22 Zoom Video to debut own email and calendar services, The Information says W Wayfair $54.98 / +8.255 (+17.67%) 01/19/23 Wayfair to lay off more than 1,000 employees, WSJ says 10/13/22 E-commerce sites scale back ops amid online shopping shift, Bloomberg reports TPR Tapestry $42.95 / -0.76 (-1.74%) 12/03/22 Tapestry, Saia among small-cap stocks set for big gains, Barron's says SHOP Shopify $42.52 / +2.05 (+5.07%) 01/03/23 Shopify Audiences a 'key focus' for company, FT reports 09/02/22 Jury says Shopify owes $40M for website IP patent infringement, Reuters reports 08/19/22 Walmart may launch platform using social media influencers, Reuters reports QCOM Qualcomm $126.76 / +3.82 (+3.11%) 01/09/23 Apple aims to replace Broadcom modem by 2025, Bloomberg says 01/09/23 Apple aims to replace Qualcomm modem as soon as 2024, Bloomberg says 01/05/23 Qualcomm, Iridium to connect more phones to satellites this year, WaPo reports NKE Nike $126.85 / +0.24 (+0.19%) 12/05/22 Nike cut ties with Kyrie Irving, The Athletic reports 11/25/22 Brookfield acquired Nike label supplier Trimco Group, Bloomberg reports 11/15/22 Nike to open online store for virtual sneakers, Bloomberg reports 10/15/22 Shortages have turned to gluts, off-price retailers could benefit, Barron's says LCID Lucid Group $8.14 / +0.33 (+4.23%) 01/16/23 EVs made up 10% of all new cars sold last year, WSJ reports 11/19/22 Safety complaints could become another problem for Lucid stock, Barron's says 11/12/22 EV stocks face a reckoning, not all will survive, Barron's says 09/06/22 Lucid Group lost six high-level manufacturing executives recently, BI says DGX Quest Diagnostics $145.86 / +0.41 (+0.28%) 12/19/22 Doctors gain confidence in new Alzheimer's blood tests, Bloomberg reports CRWD Crowdstrike $103.40 / -0.005 (-0.00%) 01/06/23 White House to unveil cybersecurity strategy, Washington Post reports 10/21/22 Cybereason taps JPMorgan to help find buyer, The Information says 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports AMD AMD $71.99 / +1.95 (+2.78%) 01/11/23 TSMC receives 3nm chip orders from Broadcom, DigiTimes reports 01/04/23 China pauses chip industry investments as COVID resurges, Bloomberg reports 12/13/22 China files WTO complaint targeting prior U.S. chip sanctions, FT reports 12/01/22 TSMC plans to produce 4nm chips at Arizona plant, Bloomberg reports ADDYY Adidas $80.00 / +1.55 (+1.98%) 11/28/22 Adidas investigating Ye conduct claims, CNBC reports 11/27/22 Adidas discussed risk of staff direct exposure to Kanye West years ago, WSJ says 11/26/22 Adidas, Puma stand to gain as German consumers boost economy, Barron's says 11/25/22 Adidas to probe alleged misconduct by Kanye West, WSJ reports ZM WDAY W TPR SWKS STX SKX SHOP QCOM NKE LCID INGR GWRE GTLB DGX CRWD AMD ADDYY ZM Zoom Video $69.43 / -0.05 (-0.07%) 01/04/23 #SocialStocks: Meta Ireland fined EUR 390M by Data Protection Commission 12/21/22 #SocialStocks: Both Meta and Twitter face heightened antitrust scrutiny 12/14/22 #SocialStocks: Republican lawmakers investigate heads of Twitter, Meta 11/30/22 #SocialStocks: Twitter and Apple spar over advertising, censorship WDAY Workday $172.53 / -0.81 (-0.47%) 01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/14/23 Buy/Sell: Wall Street's top 10 stock calls this week 01/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/09/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations W Wayfair $54.98 / +8.255 (+17.67%) 01/23/23 Fly Intel: Pre-market Movers 01/20/23 What You Missed On Wall Street On Friday 01/20/23 What You Missed On Wall Street This Morning 01/20/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations TPR Tapestry $42.95 / -0.76 (-1.74%) 12/17/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/12/22 What You Missed On Wall Street On Monday 12/12/22 What You Missed On Wall Street This Morning SWKS Skyworks $105.50 / +2.44 (+2.37%) 11/30/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/04/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 10/11/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/13/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations STX Seagate $61.75 / +2.41 (+4.06%) 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 10/27/22 What You Missed On Wall Street On Thursday 10/27/22 What You Missed On Wall Street This Morning 10/27/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations SKX Skechers $49.26 / +2.675 (+5.74%) 12/29/22 What You Missed On Wall Street On Thursday 12/29/22 What You Missed On Wall Street This Morning 12/20/22 Here's what Wall Street experts are saying about Nike ahead of earnings SHOP Shopify $42.52 / +2.05 (+5.07%) 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/16/22 Sell these stocks now, proven algorithm says 12/10/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/08/22 What You Missed On Wall Street On Thursday QCOM Qualcomm $126.76 / +3.82 (+3.11%) 01/10/23 What You Missed On Wall Street On Tuesday 01/10/23 What You Missed On Wall Street This Morning 01/04/23 What You Missed On Wall Street This Morning NKE Nike $126.85 / +0.24 (+0.19%) 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 12/21/22 Fly Intel: Pre-market Movers 12/20/22 Fly Intel: After-Hours Movers LCID Lucid Group $8.14 / +0.33 (+4.23%) 12/20/22 Fly Intel: Pre-market Movers 12/19/22 What You Missed This Week in EVs and Clean Energy 12/05/22 What You Missed This Week in EVs and Clean Energy 11/30/22 What You Missed On Wall Street On Wednesday INGR Ingredion $101.38 / -0.74 (-0.72%) 09/26/22 Fly Intel: After-Hours Movers GWRE Guidewire $70.75 / +0.78 (+1.11%) 12/06/22 Fly Intel: After-Hours Movers 12/01/22 Fly Intel: Pre-market Movers 09/22/22 Fly Intel: After-Hours Movers 09/07/22 What You Missed On Wall Street On Wednesday GTLB GitLab $46.45 / +0.165 (+0.36%) 12/06/22 What You Missed On Wall Street On Tuesday 12/06/22 What You Missed On Wall Street This Morning 12/06/22 Fly Intel: Pre-market Movers 12/05/22 Fly Intel: After-Hours Movers DGX Quest Diagnostics $145.86 / +0.41 (+0.28%) 11/19/22 Buy/Sell: Wall Street's top 10 stock calls this week 11/17/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 10/20/22 Fly Intel: Pre-market Movers 08/22/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations CRWD Crowdstrike $103.40 / -0.005 (-0.00%) 01/21/23 Buy/Sell: Wall Street's top 10 stock calls this week AMD AMD $71.99 / +1.95 (+2.78%) 01/20/23 Here's What You Missed in Crypto This Week 01/13/23 Here's What You Missed in Crypto This Week 01/06/23 Here's What You Missed in Crypto This Week 01/04/23 What You Missed On Wall Street On Wednesday ADDYY Adidas $80.00 / +1.55 (+1.98%) 11/28/22 What You Missed On Wall Street This Morning 10/25/22 What You Missed On Wall Street On Tuesday 10/25/22 What You Missed On Wall Street This Morning 10/20/22 What You Missed On Wall Street On Thursday 03/27/23 Piper Sandler Hosted Company Meetings at 2023 Enterprise Connect 01/25/23 Seagate - STX 01/31/23 AMD - AMD 02/01/23 PTC - PTC 02/02/23 Quest Diagnostics - DGX 02/02/23 Skechers - SKX 02/02/23 Qualcomm - QCOM 02/06/23 Skyworks - SWKS 02/08/23 Ingredion - INGR 02/22/23 Lucid Group - LCID 02/10/23 AMD 02/16/23 PTC Inc 02/23/23 Skyworks 03/08/23 Qualcomm Inc. ZM WDAY W TPR SWKS STX SKX SHOP QCOM NKE LCID GTLB CRWD AMD ZM Zoom Video $69.43 / -0.05 (-0.07%) 01/03/23 Zoom Video Communications put volume heavy and directionally bearish 11/21/22 Zoom Video Communications options imply 9.7% move in share price post-earnings 10/20/22 Zoom Video Communications call volume above normal and directionally bullish 10/07/22 Zoom Video Communications call volume above normal and directionally bullish WDAY Workday $172.53 / -0.81 (-0.47%) 01/05/23 Workday put volume heavy and directionally bearish 12/19/22 Workday call volume above normal and directionally bullish 11/29/22 Workday options imply 7.8% move in share price post-earnings 08/25/22 Workday options imply 7.2% move in share price post-earnings W Wayfair $54.98 / +8.255 (+17.67%) 01/23/23 Unusually active option classes on open January 23rd 01/20/23 Unusually active option classes on open January 20th 01/19/23 Wayfair put volume heavy and directionally bearish 01/09/23 Wayfair put volume heavy and directionally bearish TPR Tapestry $42.95 / -0.76 (-1.74%) 11/04/22 Unusually active option classes on open November 4th 09/12/22 Early notable gainers among liquid option names on September 12th 09/01/22 Tapestry call volume above normal and directionally bullish SWKS Skyworks $105.50 / +2.44 (+2.37%) 12/28/22 Skyworks put volume heavy and directionally bearish 12/15/22 Skyworks put volume heavy and directionally bearish 10/18/22 Skyworks put volume heavy and directionally bearish 10/11/22 Skyworks put volume heavy and directionally bearish STX Seagate $61.75 / +2.41 (+4.06%) 01/19/23 Seagate put volume heavy and directionally bearish 01/18/23 Early notable gainers among liquid option names on January 18th 01/09/23 Seagate put volume heavy and directionally bearish 01/03/23 Seagate put volume heavy and directionally bearish SKX Skechers $49.26 / +2.675 (+5.74%) 10/26/22 Largest borrow rate increases among liquid names 10/25/22 Skechers options imply 9.4% move in share price post-earnings 07/26/22 Skechers options imply 10.2% move in share price post-earnings SHOP Shopify $42.52 / +2.05 (+5.07%) 01/05/23 Shopify call volume above normal and directionally bullish 01/05/23 Unusually active option classes on open January 5th 01/03/23 Shopify call volume above normal and directionally bullish QCOM Qualcomm $126.76 / +3.82 (+3.11%) 08/31/22 Qualcomm sued by Arm for contract breach, infringement, Bloomberg says 07/27/22 Qualcomm options imply 6.3% move in share price post-earnings NKE Nike $126.85 / +0.24 (+0.19%) 12/22/22 Unusually active option classes on open December 22nd 12/21/22 Early notable gainers among liquid option names on December 21st 12/21/22 Notable open interest changes for December 21st 12/20/22 Nike options imply 7.5% move in share price post-earnings LCID Lucid Group $8.14 / +0.33 (+4.23%) 01/20/23 Lucid Group call volume above normal and directionally bullish 01/10/23 Lucid Group call volume above normal and directionally bullish 01/10/23 Unusually active option classes on open January 10th 01/04/23 Lucid Group call volume above normal and directionally bullish GTLB GitLab $46.45 / +0.165 (+0.36%) 12/05/22 Gitlab options imply 15.7% move in share price post-earnings 09/06/22 Gitlab options imply 11.4% move in share price post-earnings 08/15/22 Largest borrow rate increases among liquid names CRWD Crowdstrike $103.40 / -0.005 (-0.00%) 01/17/23 CrowdStrike Holdings call volume above normal and directionally bullish 11/29/22 CrowdStrike Holdings options imply 8.9% move in share price post-earnings 09/01/22 Unusually active option classes on open September 1st 08/30/22 CrowdStrike Holdings options imply 8.6% move in share price post-earnings AMD AMD $71.99 / +1.95 (+2.78%) 01/09/23 Early notable gainers among liquid option names on January 9th 01/09/23 Advanced Micro call buyer realizes 99% same-day gains 12/15/22 Unusually active option classes on open December 15th 12/13/22 Notable open interest changes for December 13th
Upgrade	PTC upgraded to Overweight from Sector Weight at KeyBanc » 05:26 01/23/23 01/23 05:26 01/23/23 05:26 PTC PTC $129.97 / +2.43 (+1.91%) KeyBanc analyst Jason… KeyBanc analyst Jason Celino upgraded PTC to Overweight from Sector Weight with a $155 price target. The company could be one of the best free cash flow growth stories in software over the next three years, the analyst tells investors in a research note. The firm believes PTC's recent transparency and "conservative" framework for fiscal 2023 present near-term catalysts for upside. It considers PTC to be one of its favorite ideas for the first half of 2023. ShowHide Related Items >><< Company News Street Research Earnings Events PTC PTC $129.97 / +2.43 (+1.91%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes PTC PTC $129.97 / +2.43 (+1.91%) 01/11/23 Barclays PTC price target lowered to $144 from $148 at Barclays 01/11/23 Berenberg PTC initiated with a Buy at Berenberg 12/14/22 Baird Baird staying selective in vertical software, makes four rating changes 11/18/22 Mizuho PTC price target raised to $155 from $135 at Mizuho PTC PTC $129.97 / +2.43 (+1.91%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 02/01/23 PTC - PTC 02/16/23 PTC Inc
Recommendations	PTC price target lowered to $144 from $148 at Barclays » 06:08 01/11/23 01/11 06:08 01/11/23 06:08 PTC PTC $127.37 / +1.38 (+1.10%) Barclays analyst Saket… Barclays analyst Saket Kalia lowered the firm's price target on PTC to $144 from $148 and keeps an Overweight rating on the shares. ShowHide Related Items >><< Company News Street Research Earnings Events PTC PTC $127.37 / +1.38 (+1.10%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes PTC PTC $127.37 / +1.38 (+1.10%) 01/11/23 Berenberg PTC initiated with a Buy at Berenberg 12/14/22 Baird Baird staying selective in vertical software, makes four rating changes 11/18/22 Mizuho PTC price target raised to $155 from $135 at Mizuho 11/17/22 Barclays PTC price target raised to $148 from $135 at Barclays PTC PTC $127.37 / +1.38 (+1.10%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 02/16/23 PTC Inc
Initiation	PTC initiated with a Buy at Berenberg » 05:17 01/11/23 01/11 05:17 01/11/23 05:17 PTC PTC $127.37 / +1.38 (+1.10%) Berenberg analyst Nay Soe… Berenberg analyst Nay Soe Naing initiated coverage of PTC with a Buy rating and $155 price target. The company is outgrowing its sector and offers one of the most profitable and cash-generative businesses. As such, Soe Naing views PTC as a quality compounder, or a "differentiating factor in the overall software space." ShowHide Related Items >><< Company News Street Research Earnings Events PTC PTC $127.37 / +1.38 (+1.10%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes PTC PTC $127.37 / +1.38 (+1.10%) 12/14/22 Baird Baird staying selective in vertical software, makes four rating changes 11/18/22 Mizuho PTC price target raised to $155 from $135 at Mizuho 11/17/22 Barclays PTC price target raised to $148 from $135 at Barclays 10/24/22 Baird PTC price target lowered to $144 from $153 at Baird PTC PTC $127.37 / +1.38 (+1.10%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 02/16/23 PTC Inc

Over a month ago
Recommendations	Baird staying selective in vertical software, makes four rating changes » 07:06 12/14/22 12/14 07:06 12/14/22 07:06 ANSS Ansys $254.60 / +9.72 (+3.97%) , CDNS Cadence Design $168.14 / +2.11 (+1.27%) , SNPS Synopsys $337.69 / +3.46 (+1.04%) , BSY Bentley Systems $39.46 / -0.34 (-0.85%) , PTC PTC $126.98 / +2.95 (+2.38%) , NCNO nCino $26.72 / +0.46 (+1.75%) , PHR Phreesia $35.18 / +2.96 (+9.19%) , CERT Certara $17.39 / +0.39 (+2.29%) , SPSC SPS Commerce $137.62 / +0.34 (+0.25%) Baird analyst Joe Vruwink… Baird analyst Joe Vruwink continues to follow a "bear market playbook" for the vertical software sector and is "staying selective." Historically, the second year following a 30% drawdown has seen software stocks trade flattish, Vruwink tells investors in a research note. There are, however, "outperforming ideas distinguished by" positive revenue and free cash flow revisions, best-in-class retention and expense efficiency in vertical software, says the analyst. His top ideas are Cadence Design (CDNS) and Synopsys (SNPS) for large-caps, Bentley Systems (BSY) and PTC (PTC) for mid-caps, and nCino (NCNO) and Phreesia (PHR) for small-caps. Citing "reset valuations and accelerating" free cash flow, Vruwink upgraded Ansys (ANSS) and nCino to Outperform from Neutral. Citing a more balanced risk/reward following the share outperformance, he downgraded both Certara (CERT) and SPS Commerce (SPSC) to Neutral from Outperform. ShowHide Related Items >><< Company News Street Research Earnings Syndicate On The Fly Options SPSC SNPS PTC PHR NCNO CERT CDNS BSY ANSS SPSC SPS Commerce $137.62 / +0.34 (+0.25%) 10/05/22 mdf Commerce sells InterTrade Systems to SPS Commerce for $48.5M 10/05/22 SPS Commerce acquires InterTrade Systems for $49M in cash 07/27/22 SPS Commerce announces $50M share repurchase program 07/20/22 SPS Commerce acquires GCommerce for $45M in cash SNPS Synopsys $337.69 / +3.46 (+1.04%) 11/29/22 Synopsys appoints Shelagh Glaser as CFO 10/26/22 Synopsys, TSMC partner over multi-die design solutions 09/01/22 Synopsys approves stock repurchase program for up to $1.5B 08/25/22 Synopsys director Roy Vallee sells $3.2M shares of company stock PTC PTC $126.98 / +2.95 (+2.38%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes PHR Phreesia $35.18 / +2.96 (+9.19%) 12/09/22 Phreesia rises 8.5% 09/08/22 Phreesia rises 15.2% 09/08/22 Phreesia rises 16.8% 06/22/22 Phreesia rises 8.8% NCNO nCino $26.72 / +0.46 (+1.75%) 11/30/22 Bank of New Zealand selects nCino Bank Operating System as key platform 11/01/22 nCino chosen by Peoples Bank to enhance homebuying experience 10/13/22 nCino's SimpleNexus expands partnership with Kings Mortgage Services 10/03/22 nCino launches small business banking solution at PeoplesBank CERT Certara $17.39 / +0.39 (+2.29%) 12/08/22 Certara announces close of Arsenal investment, appoints David Spaight to board 11/07/22 Arsenal Capital Partners increases investment in Certara 10/19/22 Certara announces Japan's PMDA renewed licenses of its software 08/23/22 Certara director buys $326.4K in common stock CDNS Cadence Design $168.14 / +2.11 (+1.27%) 10/17/22 Cadence Design expands collaboration with Samsung Foundry on 3D-IC design 10/11/22 Cadence Design announces collaboration with Google Cloud 09/01/22 Cadence Design completes acquisition of OpenEye Scientific 07/25/22 Cadence Design Chair sells $6.67M in common stock BSY Bentley Systems $39.46 / -0.34 (-0.85%) 11/30/22 Bentley Systems' Cohesive Group acquires Vetasi 09/28/22 Bentley Systems, Genesys collaborate to provide 3D mapping capabilities in India 09/14/22 Bentley Systems CEO sells $6.2M in common stock 09/06/22 Bentley Systems names Michael Campbell as Chief Product Officer ANSS Ansys $254.60 / +9.72 (+3.97%) 10/11/22 Ansys signs definitive agreement to acquire Thermal Desktop 08/03/22 Ansys sets 2027 carbon reduction target of 15% 07/07/22 Ansys announces Samsung has adopted its simulation portfolio ANSS CDNS SNPS BSY PTC NCNO PHR CERT SPSC ANSS Ansys $254.60 / +9.72 (+3.97%) 12/14/22 Baird Ansys upgraded to Outperform from Neutral at Baird 12/08/22 Mizuho Ansys price target raised to $220 from $210 at Mizuho 11/04/22 Citi Ansys price target lowered to $233 from $243 at Citi 11/03/22 Oppenheimer Ansys price target lowered to $275 from $325 at Oppenheimer CDNS Cadence Design $168.14 / +2.11 (+1.27%) 10/25/22 Needham Cadence Design Q3 beat driven by emulation strength, says Needham 10/25/22 Baird Cadence Design price target lowered to $198 from $204 at Baird 10/24/22 Rosenblatt Cadence Design price target lowered to $175 from $185 at Rosenblatt 09/29/22 Deutsche Bank Cadence Design initiated with a Buy at Deutsche Bank SNPS Synopsys $337.69 / +3.46 (+1.04%) 12/01/22 KeyBanc Synopsys price target raised to $467 from $455 at KeyBanc 12/01/22 Atlantic Equities Synopsys price target raised to $400 from $350 at Atlantic Equities 11/22/22 Wells Fargo Synopsys price target lowered to $400 from $425 at Wells Fargo 11/16/22 Edward Jones Synopsys initiated with a Hold at Edward Jones BSY Bentley Systems $39.46 / -0.34 (-0.85%) 12/08/22 Mizuho Bentley Systems price target raised to $45 from $40 at Mizuho 11/09/22 Goldman Sachs Bentley Systems upgraded to Buy from Neutral at Goldman Sachs 11/09/22 Mizuho Bentley Systems price target raised to $40 from $35 at Mizuho 10/17/22 Rosenblatt Rosenblatt starts 'resilient leader' Bentley Systems with a Buy PTC PTC $126.98 / +2.95 (+2.38%) 11/18/22 Mizuho PTC price target raised to $155 from $135 at Mizuho 11/17/22 Barclays PTC price target raised to $148 from $135 at Barclays 10/24/22 Baird PTC price target lowered to $144 from $153 at Baird 10/17/22 Mizuho PTC price target lowered to $120 from $135 at Mizuho NCNO nCino $26.72 / +0.46 (+1.75%) 12/14/22 Baird nCino upgraded to Outperform from Neutral at Baird 12/01/22 Needham nCino price target lowered to $35 from $42 at Needham 12/01/22 Piper Sandler nCino price target lowered to $35 from $38 at Piper Sandler 12/01/22 KeyBanc nCino price target lowered to $30 from $35 at KeyBanc PHR Phreesia $35.18 / +2.96 (+9.19%) 12/13/22 Citi Phreesia upgraded to Buy at Citi on 'clearer path to profitability' 12/13/22 Citi Phreesia upgraded to Buy from Neutral at Citi 12/09/22 RBC Capital Phreesia price target raised to $26 from $22 at RBC Capital 12/09/22 Piper Sandler Phreesia price target raised to $37 from $33 at Piper Sandler CERT Certara $17.39 / +0.39 (+2.29%) 12/14/22 Baird Certara downgraded to Neutral from Outperform at Baird 10/06/22 Barclays Certara price target lowered to $17 from $21 at Barclays 09/08/22 Berenberg Certara initiated with a Buy at Berenberg 08/24/22 Credit Suisse Certara initiated with an Outperform at Credit Suisse SPSC SPS Commerce $137.62 / +0.34 (+0.25%) 12/14/22 Baird SPS Commerce downgraded to Neutral from Outperform at Baird 10/05/22 Stifel SPS Commerce price target raised to $150 from $140 at Stifel 07/28/22 Craig-Hallum SPS Commerce price target lowered to $160 from $210 at Craig-Hallum 07/21/22 Needham SPS Commerce price target lowered to $150 from $200 at Needham SPSC SNPS PTC PHR NCNO CERT CDNS BSY ANSS SPSC SPS Commerce $137.62 / +0.34 (+0.25%) 10/27/22 SPS Commerce raises FY22 EPS view to $2.23-$2.24 from $2.13-$2.15 10/27/22 SPS Commerce sees Q4 EPS 52c-53c, consensus 54c 10/27/22 SPS Commerce reports Q3 EPS 63c, consensus 52c 07/27/22 SPS Commerce sees FY22 EPS $2.13-$2.15, consensus $2.10 SNPS Synopsys $337.69 / +3.46 (+1.04%) 11/30/22 Synopsys sees FY23 adjusted EPS $10.28-$10.35, consensus $10.08 11/30/22 Synopsys sees Q1 adjusted EPS $2.48-$2.53, consensus $2.29 11/30/22 Synopsys reports Q4 adjusted EPS $1.91, consensus $1.84 11/30/22 Notable companies reporting after market close PTC PTC $126.98 / +2.95 (+2.38%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 PHR Phreesia $35.18 / +2.96 (+9.19%) 12/08/22 Phreesia raises FY23 revenue to 'at least $278M', consensus $274.3M 12/08/22 Phreesia reports Q3 EPS (76c), consensus (61c) 09/07/22 Phreesia affirms FY25 revenue target of $500M 09/07/22 Phreesia narrows FY23 revenue view to $273M-$275M from $271M-$275M NCNO nCino $26.72 / +0.46 (+1.75%) 11/30/22 nCino raises FY23 EPS view to (17c)-(15c) from (19c)-(17c), consensus (17c) 11/30/22 nCino sees Q4 EPS (5c)-(4c), consensus (5c) 11/30/22 nCino reports Q3 EPS (1c), consensus (2c) 09/01/22 nCino sees FY23 EPS (19c)-(17c) , consensus (29c) CERT Certara $17.39 / +0.39 (+2.29%) 11/07/22 Certara reports Q3 EPS 10c, consensus 12c 08/09/22 Certara cuts FY22 EPS view to 43c-48c from 48c-53c, consensus 50c 08/09/22 Certara reports Q2 adjusted EPS 9c, consensus 11c CDNS Cadence Design $168.14 / +2.11 (+1.27%) 10/24/22 Cadence Design raises FY22 adjusted EPS view to $4.20-$4.24 from $4.06-$4.12 10/24/22 Cadence Design sees Q4 adjusted EPS 89c-93c, consensus 89c 10/24/22 Cadence Design reports Q3 adjusted EPS $1.06, consensus 97c 10/24/22 Notable companies reporting after market close BSY Bentley Systems $39.46 / -0.34 (-0.85%) 11/08/22 Bentley Systems reports Q3 EPS 19c, consensus 17c 08/09/22 Bentley Systems reports Q2 EPS 22c, consensus 17c ANSS Ansys $254.60 / +9.72 (+3.97%) 11/02/22 Ansys cuts FY22 EPS view to $7.48-$7.80 from $7.50-$7.88, consensus $7.71 11/02/22 Ansys sees Q4 EPS $2.58-$2.90, consensus $2.95 11/02/22 Ansys reports Q3 EPS $1.77, consensus $1.63 08/03/22 Ansys sees FY22 EPS $7.50-$7.88, consensus $7.79 12 Aug SPSC SNPS PHR NCNO CERT CDNS ANSS SPSC SPS Commerce $137.62 / +0.34 (+0.25%) 10/27/22 Fly Intel: After-Hours Movers SNPS Synopsys $337.69 / +3.46 (+1.04%) 11/30/22 Fly Intel: After-Hours Movers 11/16/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/29/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 08/18/22 What You Missed On Wall Street On Thursday PHR Phreesia $35.18 / +2.96 (+9.19%) 12/08/22 Fly Intel: After-Hours Movers 09/07/22 Fly Intel: After-Hours Movers 07/15/22 Sell these stocks now, proven algorithm says NCNO nCino $26.72 / +0.46 (+1.75%) 09/01/22 Fly Intel: After-Hours Movers CERT Certara $17.39 / +0.39 (+2.29%) 08/12/22 What You Missed On Wall Street On Friday 08/12/22 What You Missed On Wall Street This Morning 08/11/22 Fly Intel: After-Hours Movers CDNS Cadence Design $168.14 / +2.11 (+1.27%) 10/24/22 Fly Intel: After-Hours Movers 07/25/22 Fly Intel: After-Hours Movers 06/29/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations ANSS Ansys $254.60 / +9.72 (+3.97%) 10/10/22 Fly Insider: MillerKnoll, Lattice Semi among week's notable insider transaction 09/16/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations SNPS NCNO CDNS ANSS SNPS Synopsys $337.69 / +3.46 (+1.04%) 12/01/22 Early notable gainers among liquid option names on December 1st 11/30/22 Synopsys options imply 4.2% move in share price post-earnings 08/17/22 Synopsys options imply 4.0% move in share price post-earnings NCNO nCino $26.72 / +0.46 (+1.75%) 11/30/22 nCino options imply 9.0% move in share price post-earnings CDNS Cadence Design $168.14 / +2.11 (+1.27%) 10/24/22 Cadence Design options imply 5.1% move in share price post-earnings 07/25/22 Cadence Design options imply 3.7% move in share price post-earnings ANSS Ansys $254.60 / +9.72 (+3.97%) 10/17/22 Early notable gainers among liquid option names on October 17th
Conference/Events	PTC management to meet with Oppenheimer » 04:55 11/28/22 11/28 04:55 11/28/22 04:55 PTC PTC $124.67 / +0.445 (+0.36%) Meeting to be held in… Meeting to be held in Boston on November 28 hosted by Oppenheimer. ShowHide Related Items >><< Company News Street Research Earnings Events PTC PTC $124.67 / +0.445 (+0.36%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes PTC PTC $124.67 / +0.445 (+0.36%) 11/18/22 Mizuho PTC price target raised to $155 from $135 at Mizuho 11/17/22 Barclays PTC price target raised to $148 from $135 at Barclays 10/24/22 Baird PTC price target lowered to $144 from $153 at Baird 10/17/22 Mizuho PTC price target lowered to $120 from $135 at Mizuho PTC PTC $124.67 / +0.445 (+0.36%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 11/28/22 PTC
Conference/Events	PTC management to meet with Oppenheimer » 07:20 11/25/22 11/25 07:20 11/25/22 07:20 PTC PTC $124.08 / -0.9 (-0.72%) Meeting to be held in… Meeting to be held in Boston on November 28 hosted by Oppenheimer. ShowHide Related Items >><< Company News Street Research Earnings Events PTC PTC $124.08 / -0.9 (-0.72%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes PTC PTC $124.08 / -0.9 (-0.72%) 11/18/22 Mizuho PTC price target raised to $155 from $135 at Mizuho 11/17/22 Barclays PTC price target raised to $148 from $135 at Barclays 10/24/22 Baird PTC price target lowered to $144 from $153 at Baird 10/17/22 Mizuho PTC price target lowered to $120 from $135 at Mizuho PTC PTC $124.08 / -0.9 (-0.72%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 11/28/22 PTC
Recommendations	PTC price target raised to $155 from $135 at Mizuho » 06:44 11/18/22 11/18 06:44 11/18/22 06:44 PTC PTC $123.85 / -5.98 (-4.61%) Mizuho analyst Matthew… Mizuho analyst Matthew Broome raised the firm's price target on PTC to $155 from $135 and keeps a Buy rating on the shares following the investor day. Positively, early results from the ongoing software-as-a-service transition imply a greater uplift than had been originally expected, Broome tells investors in a research note. PTC also provided medium-term guidance which appears roughly in line with expectations, says the analyst. ShowHide Related Items >><< Company News Street Research Earnings Events PTC PTC $123.85 / -5.98 (-4.61%) 11/17/22 PTC to acquire ServiceMax for $1.46B in cash 11/14/22 Lone Pine adds Autodesk stake, reduces Meta Platforms, Microsoft stakes 05/24/22 PTC expands roles for two members of its executive team PTC PTC $123.85 / -5.98 (-4.61%) 11/17/22 Barclays PTC price target raised to $148 from $135 at Barclays 10/24/22 Baird PTC price target lowered to $144 from $153 at Baird 10/17/22 Mizuho PTC price target lowered to $120 from $135 at Mizuho 09/16/22 JPMorgan PTC resumed with a Neutral at JPMorgan PTC PTC $123.85 / -5.98 (-4.61%) 11/02/22 PTC sees FY23 revenue $1.91B-$1.99B, consensus $1.92B 11/02/22 PTC reports Q4 adjusted EPS $1.27, consensus $1.15 07/27/22 PTC lowers FY22 revenue view to $1.9B-$1.95B from $1.91B-$1.98B 07/27/22 PTC reports Q3 EPS 97c, consensus $1.07 11/28/22 PTC

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