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On The Fly	What Wall Street is saying about Alphabet ahead of earnings » 11:28 02/02/23 02/02 11:28 02/02/23 11:28 GOOGL Alphabet $107.08 / +6.645 (+6.62%) , GOOG Alphabet $108.00 / +6.605 (+6.51%) , TTD Trade Desk $56.64 / +4.33 (+8.28%) , MSFT Microsoft $260.41 / +7.66 (+3.03%) , AMZN Amazon.com $111.77 / +6.6 (+6.28%) , AAPL Apple $149.79 / +4.35 (+2.99%) , APP AppLovin $14.03 / +0.69 (+5.17%) , PUBM PubMatic $16.47 / +0.97 (+6.26%) , MGNI Magnite $13.01 / +0.88 (+7.25%) Alphabet (GOOG, GOOGL),… Open Full Text ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options TTD PUBM MSFT MGNI GOOGL GOOG APP AMZN AAPL TTD Trade Desk $56.64 / +4.33 (+8.28%) 11/09/22 Trade Desk jumps 8% to $47.01 after Q3 results beat estimates 10/04/22 Trade Desk sees long-term adjusted EBITDA at 40% 08/09/22 Trade Desk jumps 16% to $63.50 after Q3 revenue guidance beats estimates PUBM PubMatic $16.47 / +0.97 (+6.26%) 11/21/22 PubMatic enters SPO partnership with Horizon Media 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership MSFT Microsoft $260.41 / +7.66 (+3.03%) 02/02/23 Quantum Computing appoints Simon to create, lead technical advisory board 01/31/23 DARPA names Microsoft as quantum partner 01/30/23 Microsoft completes acquisition of 21.2M LSEG shares 01/26/23 Microsoft to return to Los Angeles for yearly Showcase this summer MGNI Magnite $13.01 / +0.88 (+7.25%) 01/26/23 Disney announces two-year expansion of partnership with Magnite 01/19/23 Magnite announces 6% global workforce reduction 01/10/23 Brightcove, Magnite team to boost advertising monetization for CTV, OLV 01/05/23 Criteo and Magnite enter preferred relationship for CTV retailer audiences GOOGL Alphabet $107.08 / +6.645 (+6.62%) 02/01/23 'Tomb Raider Reloaded' coming to Google Play, iOS, Netflix on February 14 01/27/23 Google to comply with EU rules around providing clearer info to consumers 01/24/23 Google's Dan Taylor says DOJ lawsuit 'tries to rewrite history' 01/24/23 States, Department of Justice sue Google alleging advertising 'monopoly' GOOG Alphabet $108.00 / +6.605 (+6.51%) 01/31/23 Mobile phone, PC shipments to fall another 4.4% in 2023, Gartner says APP AppLovin $14.03 / +0.69 (+5.17%) 11/30/22 AppLovin exec sells $17.6M in common stock 11/29/22 AppLovin CMO Jansen sells 48,562 class A shares 11/09/22 AppLovin says 'uniquely positioned to emerge from downturn' 09/12/22 AppLovin will not submit revised proposal to combine with Unity AMZN Amazon.com $111.77 / +6.6 (+6.28%) 02/01/23 Computer Task Group achieves AWS Service Delivery designation 01/31/23 Amazon Publisher Direct, Paramount Advertising announce expanded agreement 01/31/23 Amazon.com grows renewable energy capacity by 8.3 gigawatts in 2022 01/30/23 Voip-Pal.com announces U.S. WDTX lifted stay in its case against Amazon AAPL Apple $149.79 / +4.35 (+2.99%) 02/01/23 Rackspace Technology appoints Roberts to board of directors 01/30/23 Apple analyst Ming-Chi Kuo says company to release foldable iPad in 2024 GOOGL GOOG TTD MSFT AMZN AAPL APP PUBM MGNI GOOGL Alphabet $107.08 / +6.645 (+6.62%) 02/02/23 Morgan Stanley Meta Platforms price target raised to $190 from $130 at Morgan Stanley 01/31/23 BofA Alphabet price target raised to $119 at BofA ahead of earnings 01/30/23 KeyBanc Trade Desk price target lowered to $55 from $56 at KeyBanc 01/30/23 KeyBanc Alphabet price target lowered to $117 from $118 at KeyBanc GOOG Alphabet $108.00 / +6.605 (+6.51%) TTD Trade Desk $56.64 / +4.33 (+8.28%) 01/26/23 Oppenheimer Alphabet price target lowered to $130 from $135 at Oppenheimer 01/24/23 Vertical Group Trade Desk downgraded to Neutral from Positive at Vertical Group MSFT Microsoft $260.41 / +7.66 (+3.03%) 01/27/23 BMO Capital SAP price target raised to $125 from $110 at BMO Capital 01/27/23 Wedbush Activision Blizzard assumed with an Outperform at Wedbush 01/26/23 Credit Suisse Microsoft price target lowered to $285 from $365 at Credit Suisse AMZN Amazon.com $111.77 / +6.6 (+6.28%) 02/01/23 Oppenheimer Oppenheimer says channel checks support below-consensus AWS estimates 02/01/23 Morgan Stanley Buy with Prime could be $3.5B-plus EBIT business for Amazon, says Morgan Stanley 01/30/23 UBS Amazon's Buy with Prime puts up to 14% of Shopify revenue at risk, says UBS AAPL Apple $149.79 / +4.35 (+2.99%) 02/02/23 Lynx Apple price target cut to 'Street low' $110 at Lynx 02/02/23 Barclays SiTime price target raised to $135 from $120 at Barclays 02/01/23 Benchmark Benchmark downgrades 'too far behind' Snap to Hold after earnings 01/31/23 UBS Apple iPhone sell-through down 12% in Q4, says UBS APP AppLovin $14.03 / +0.69 (+5.17%) 01/27/23 DA Davidson Playtika cut to Neutral at DA Davidson on market share loss, Rovio offer 01/05/23 Benchmark Benchmark starts AppLovin with Sell ahead of stalling growth 01/04/23 Benchmark AppLovin initiated with a Sell at Benchmark PUBM PubMatic $16.47 / +0.97 (+6.26%) 01/24/23 Vertical Group PubMatic downgraded to Negative from Neutral at Vertical Group 12/15/22 Oppenheimer PubMatic price target lowered to $22 at Oppenheimer on hiring costs 12/15/22 Jefferies PubMatic price target lowered to $15 from $16 at Jefferies MGNI Magnite $13.01 / +0.88 (+7.25%) 01/24/23 Vertical Group Magnite downgraded to Negative from Neutral at Vertical Group 08/10/22 Susquehanna Magnite price target lowered to $13 from $24 at Susquehanna 08/02/22 Truist Magnite price target lowered to $13 from $15 at Truist TTD PUBM MSFT MGNI GOOGL APP AMZN AAPL TTD Trade Desk $56.64 / +4.33 (+8.28%) 11/09/22 Trade Desk sees Q4 revenue 'at least' $490M, consensus $509.12M 11/09/22 Trade Desk reports Q3 adjusted EPS 26c, consensus 22c 11/08/22 Notable companies reporting before tomorrow's open PUBM PubMatic $16.47 / +0.97 (+6.26%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M MSFT Microsoft $260.41 / +7.66 (+3.03%) 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 01/24/23 Notable companies reporting after market close 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 MGNI Magnite $13.01 / +0.88 (+7.25%) 11/09/22 Magnite reports Q3 EPS 18c, consensus 14c 08/09/22 Magnite sees Q3 revenue $122M-$126M, consensus $130.83M 08/09/22 Magnite reports Q2 EPS 14c vs. 11c last year GOOGL Alphabet $107.08 / +6.645 (+6.62%) 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close APP AppLovin $14.03 / +0.69 (+5.17%) 11/09/22 AppLovin cuts FY22 revenue view from $2.84B-$3.14B to $2.80B-$2.81B 11/09/22 AppLovin sees Q4 revenue $685M-$700M, consensus $794.1M 11/09/22 AppLovin reports Q3 EPS 6c, consensus 7c 11/09/22 Notable companies reporting after market close AMZN Amazon.com $111.77 / +6.6 (+6.28%) 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 10/27/22 Amazon reports Q3 EPS 28c with Rivian gain, consensus 21c 10/27/22 Notable companies reporting after market close AAPL Apple $149.79 / +4.35 (+2.99%) 10/27/22 Apple reports Q4 EPS $1.29, consensus $1.17 TTD MSFT GOOGL AMZN AAPL TTD Trade Desk $56.64 / +4.33 (+8.28%) 11/01/22 Some advertising firms worry about 'chaotic' Twitter under Musk, NY Post says MSFT Microsoft $260.41 / +7.66 (+3.03%) 02/01/23 Microsoft to incorporate ChatGPT into Bing in coming weeks, Semafor reports 01/31/23 Microsoft's 343 Industries lays off 95 workers, Bloomberg says 01/30/23 Xbox, PlayStation, Nintendo to skip E3 2023, IGN reports GOOGL Alphabet $107.08 / +6.645 (+6.62%) 02/02/23 Democratic senator joins calls to ban TikTok, WSJ reports 02/01/23 GoodRx to pay $1.5M fine over sharing health data, Bloomberg Law reports 02/01/23 Google testing ChatGPT-like products, including 'Apprentice Bard,' CNBC reports 01/31/23 Reels sharing revenue with creators hotly debated within Meta, Information says AMZN Amazon.com $111.77 / +6.6 (+6.28%) 02/01/23 Judge rules Amazon supervisors broke law in anti-union efforts, NYTimes reports 02/01/23 Amazon's layoffs hit robotics, grocery, health, AWS units, CNBC reports 01/29/23 Amazon raises price minimum for free grocery delivery, WSJ reports 01/27/23 Amazon plans to launch NFT iniative in April, Blockworks reports AAPL Apple $149.79 / +4.35 (+2.99%) 02/02/23 Apple eliminating design chief role when Hankey departs, Bloomberg says 02/01/23 Apple developing micro LED technology, DigiTimes reports 01/31/23 Apple shopping ad packages for MLS Season Pass for $4M/season, Bloomberg says TTD PUBM MSFT MGNI GOOGL APP AMZN TTD Trade Desk $56.64 / +4.33 (+8.28%) 01/24/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/04/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/20/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations PUBM PubMatic $16.47 / +0.97 (+6.26%) 11/08/22 Fly Intel: After-Hours Movers MSFT Microsoft $260.41 / +7.66 (+3.03%) 02/01/23 What You Missed On Wall Street On Wednesday 02/01/23 Here's what Wall Street is saying about Amazon ahead of earnings 02/01/23 What You Missed On Wall Street This Morning MGNI Magnite $13.01 / +0.88 (+7.25%) 11/10/22 What You Missed On Wall Street On Thursday 11/10/22 What You Missed On Wall Street This Morning GOOGL Alphabet $107.08 / +6.645 (+6.62%) 02/02/23 What Wall Street is saying about Alphabet ahead of earnings 02/01/23 #SocialStocks: Meta circumvents FTC challenge and will acquire Within Unlimited 01/31/23 What Wall Street is saying about Meta ahead of earnings 01/31/23 Here's what Wall St. experts are saying about Snap ahead of earnings APP AppLovin $14.03 / +0.69 (+5.17%) 01/05/23 What You Missed On Wall Street On Thursday 01/05/23 What You Missed On Wall Street This Morning 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations AMZN Amazon.com $111.77 / +6.6 (+6.28%) 01/30/23 Fly Intel: Pre-market Movers 01/27/23 What You Missed On Wall Street This Morning 02/13/23 Technology/Finance 03/06/23 Technology Conference 02/02/23 Alphabet - GOOG 02/02/23 Alphabet - GOOGL 02/02/23 Apple - AAPL 02/02/23 Amazon.com - AMZN 02/08/23 AppLovin - APP 02/15/23 Trade Desk - TTD 02/22/23 Magnite - MGNI 02/28/23 PubMatic - PUBM 03/10/23 Apple, Inc. TTD MSFT GOOGL GOOG APP AMZN AAPL TTD Trade Desk $56.64 / +4.33 (+8.28%) 01/30/23 Trade Desk call volume above normal and directionally bullish 01/03/23 Trade Desk call volume above normal and directionally bullish 12/22/22 Trade Desk call volume above normal and directionally bullish 12/06/22 Trade Desk put volume heavy and directionally bearish MSFT Microsoft $260.41 / +7.66 (+3.03%) 01/30/23 Largest borrow rate increases among liquid names 01/27/23 Largest borrow rate increases among liquid names 01/25/23 Notable open interest changes for January 25th 01/24/23 Microsoft options imply 4.4% move in share price post-earnings GOOGL Alphabet $107.08 / +6.645 (+6.62%) 02/02/23 Early notable gainers among liquid option names on February 2nd 01/20/23 Early notable gainers among liquid option names on January 20th 01/20/23 Unusually active option classes on open January 20th 12/05/22 Alphabet Class A call volume above normal and directionally bullish GOOG Alphabet $108.00 / +6.605 (+6.51%) 12/14/22 Alphabet put buyer realizes 126% same-day gains 11/02/22 Alphabet put buyer realizes 98% same-day gains 10/25/22 Alphabet options imply 5.4% move in share price post-earnings APP AppLovin $14.03 / +0.69 (+5.17%) 09/16/22 Applovin call volume above normal and directionally bullish 09/13/22 Applovin call volume above normal and directionally bullish 08/10/22 Applovin options imply 8.4% move in share price post-earnings 08/10/22 Largest borrow rate increases among liquid names AMZN Amazon.com $111.77 / +6.6 (+6.28%) 02/02/23 Notable open interest changes for February 2nd 01/31/23 Notable open interest changes for January 31st 01/30/23 Notable open interest changes for January 30th 01/26/23 Notable open interest changes for January 26th AAPL Apple $149.79 / +4.35 (+2.99%) 01/24/23 Notable open interest changes for January 24th 01/24/23 Apple call buyer realizes 16% same-day gains

Over a week ago
Recommendations	Alphabet price target lowered to $130 from $135 at Oppenheimer » 06:12 01/26/23 01/26 06:12 01/26/23 06:12 GOOG Alphabet $96.72 / -2.48 (-2.50%) , GOOGL Alphabet $95.22 / -2.46 (-2.52%) , MSFT Microsoft $240.55 / -1.62 (-0.67%) , AMZN Amazon.com $97.17 / +0.82 (+0.85%) , AAPL Apple $141.86 / -0.69 (-0.48%) , APP AppLovin $11.83 / -0.07 (-0.59%) , PUBM PubMatic $14.74 / +0.05 (+0.34%) , MGNI Magnite $10.78 / +0.24 (+2.28%) , TTD Trade Desk $48.72 / +1.045 (+2.19%) Oppenheimer analyst Jason… Oppenheimer analyst Jason Helfstein lowered the firm's price target on Alphabet (GOOG) to $130 from $135 and keeps an Outperform rating on the shares. The firm notes that the DOJ has filed an antitrust suit, requesting a divestiture of Ad Manager Suite, essentially reversing the 2007 DoubleClick acquisition. In a blog post, Google cited growing competition including Xandr (MSFT), Amazon (AMZN), Apple (AAPL), TikTok, AppLovin (APP), PubMatic (PUBM), Magnite (MGNI), and Trade Desk (TTD), among others, and its defense against TX AG. Microsoft's lawsuit in 1998 took six years to settle, in the interim, Oppenheimer expects about $6B in annual cash flow from its Adtech, deprecate/removal of cookies from Chrome--which will weaken 3P competitors without Search data--and see open-web transform with AI and other emerging technologies. While 3P Adtech is the easiest area for the government to target, the firm thinks the Apple Search relationship and smartphone duopoly would have a wider ranging impact on Google long-term. ShowHide Related Items >><< Company News Street Research Earnings Periodicals On The Fly Events Options TTD PUBM MSFT MGNI GOOG APP AMZN AAPL TTD Trade Desk $48.72 / +1.045 (+2.19%) 11/09/22 Trade Desk jumps 8% to $47.01 after Q3 results beat estimates 10/04/22 Trade Desk sees long-term adjusted EBITDA at 40% 08/09/22 Trade Desk jumps 16% to $63.50 after Q3 revenue guidance beats estimates 07/28/22 Trade Desk Chief Data Officer Michelle Hulst to step down PUBM PubMatic $14.74 / +0.05 (+0.34%) 11/21/22 PubMatic enters SPO partnership with Horizon Media 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership MSFT Microsoft $240.55 / -1.62 (-0.67%) 01/25/23 Microsoft says Xbox game 'Redfall' out May 2 01/25/23 Microsoft cloud outage hits users around the globe 01/24/23 Microsoft sees FY23 operating margins down roughly 1% in constant currency 01/24/23 Microsoft sees Q3 effective tax rate 19%-24% MGNI Magnite $10.78 / +0.24 (+2.28%) 01/19/23 Magnite announces 6% global workforce reduction 01/10/23 Brightcove, Magnite team to boost advertising monetization for CTV, OLV 01/05/23 Criteo and Magnite enter preferred relationship for CTV retailer audiences 11/14/22 Magnite, Horizon Media announce multi-year deal GOOG Alphabet $96.72 / -2.48 (-2.50%) 01/24/23 Google's Dan Taylor says DOJ lawsuit 'tries to rewrite history' 01/24/23 States, Department of Justice sue Google alleging advertising 'monopoly' 01/24/23 Justice Department, eight states file antitrust suit against Google 01/20/23 Alphabet to reduce workforce by approximately 12,000 roles APP AppLovin $11.83 / -0.07 (-0.59%) 11/30/22 AppLovin exec sells $17.6M in common stock 11/29/22 AppLovin CMO Jansen sells 48,562 class A shares 11/09/22 AppLovin says 'uniquely positioned to emerge from downturn' 09/12/22 AppLovin will not submit revised proposal to combine with Unity AMZN Amazon.com $97.17 / +0.82 (+0.85%) 01/24/23 Amazon launches RxPass benefit to Prime members for $5 per month subscription 01/23/23 Amazon Web Services launches second infrastructure region in Australia 01/23/23 Amazon and payment platform Stripe in expanded global pact 01/22/23 Amazon Web Services plans to invest $35B in Virginia by 2040 AAPL Apple $141.86 / -0.69 (-0.48%) 01/20/23 Apple appeals UK competition watchdog investigation 01/19/23 Amazon raising prices for Music subscription plans 01/18/23 Apple TV+ says 'Ted Lasso' season three coming spring 2023 01/18/23 Apple announces HomePod 2nd generation, available February 3 GOOG GOOGL MSFT AMZN AAPL APP PUBM MGNI TTD GOOG Alphabet $96.72 / -2.48 (-2.50%) 01/25/23 Credit Suisse Alphabet price target raised to $145 from $128 at Credit Suisse 01/24/23 Credit Suisse Credit Suisse sees 8% Alphabet target cut in 'maximum value destruction' 01/24/23 Raymond James Alphabet price target lowered to $116 from $120 at Raymond James 01/24/23 Raymond James Alphabet price target lowered to $116 from $120 at Raymond James GOOGL Alphabet $95.22 / -2.46 (-2.52%) 01/25/23 MKM Partners Alphabet price target lowered to $120 from $130 at MKM Partners 01/22/23 Citi Alphabet workforce reduction a positive catalyst, says Citi 01/20/23 MKM Partners Meta Platforms price target raised to $155 from $140 at MKM Partners MSFT Microsoft $240.55 / -1.62 (-0.67%) 01/25/23 Oppenheimer Microsoft results better than feared, macro trends weakening, says Oppenheimer 01/25/23 Morgan Stanley Morgan Stanley says cyclical Azure impacts set up 'attractive' Microsoft entry 01/25/23 BofA Azure guidance indicates AWS will remain concern into earnings, says BofA 01/25/23 Wedbush Microsoft price target lowered to $280 from $290 at Wedbush AMZN Amazon.com $97.17 / +0.82 (+0.85%) 01/25/23 UBS Amazon.com price target lowered to $118 from $121 at UBS 01/24/23 Citi Amazon RxPass a 'credible threat' to GoodRx, says Citi 01/18/23 MKM Partners Amazon.com price target lowered to $125 from $145 at MKM Partners AAPL Apple $141.86 / -0.69 (-0.48%) 01/24/23 Bernstein Demand for Apple iPhones should decline in 2023, says Bernstein 01/23/23 UBS Apple's iPhone softness offset by improving currency factors, says UBS 01/23/23 Deutsche Bank Apple price target lowered to $160 from $170 at Deutsche Bank 01/19/23 JPMorgan Apple facing 'tough setup' for upcoming earnings, says JPMorgan APP AppLovin $11.83 / -0.07 (-0.59%) 01/05/23 Benchmark Benchmark starts AppLovin with Sell ahead of stalling growth 01/04/23 Benchmark AppLovin initiated with a Sell at Benchmark 01/03/23 BTIG Roblox named Top Pick for first half of 2023 at BTIG 12/08/22 BTIG AppLovin downgraded to Neutral from Buy at BTIG PUBM PubMatic $14.74 / +0.05 (+0.34%) 01/24/23 Vertical Group PubMatic downgraded to Negative from Neutral at Vertical Group 12/15/22 Oppenheimer PubMatic price target lowered to $22 at Oppenheimer on hiring costs 12/15/22 Jefferies PubMatic price target lowered to $15 from $16 at Jefferies 11/09/22 Lake Street PubMatic price target lowered to $19 from $24 at Lake Street MGNI Magnite $10.78 / +0.24 (+2.28%) 01/24/23 Vertical Group Magnite downgraded to Negative from Neutral at Vertical Group 08/10/22 Susquehanna Magnite price target lowered to $13 from $24 at Susquehanna 08/02/22 Truist Magnite price target lowered to $13 from $15 at Truist 07/27/22 RBC Capital Google cookie phase-out delay adds another year of uncertainty, says RBC Capital TTD Trade Desk $48.72 / +1.045 (+2.19%) 01/24/23 Vertical Group Trade Desk downgraded to Neutral from Positive at Vertical Group 01/04/23 New Street Trade Desk initiated with a Neutral rating, $43 target at New Street 01/03/23 New Street Trade Desk initiated with a Neutral at New Street 12/20/22 Piper Sandler Trade Desk initiated with an Overweight at Piper Sandler TTD PUBM MSFT MGNI GOOG APP AMZN AAPL TTD Trade Desk $48.72 / +1.045 (+2.19%) 11/09/22 Trade Desk sees Q4 revenue 'at least' $490M, consensus $509.12M 11/09/22 Trade Desk reports Q3 adjusted EPS 26c, consensus 22c 11/08/22 Notable companies reporting before tomorrow's open PUBM PubMatic $14.74 / +0.05 (+0.34%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M MSFT Microsoft $240.55 / -1.62 (-0.67%) 01/24/23 Microsoft reports Q2 adjusted EPS $2.32, consensus $2.29 01/24/23 Notable companies reporting after market close 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 MGNI Magnite $10.78 / +0.24 (+2.28%) 11/09/22 Magnite reports Q3 EPS 18c, consensus 14c 08/09/22 Magnite sees Q3 revenue $122M-$126M, consensus $130.83M 08/09/22 Magnite reports Q2 EPS 14c vs. 11c last year GOOG Alphabet $96.72 / -2.48 (-2.50%) 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 07/26/22 Alphabet reports Q2 EPS $1.21, consensus $1.30 07/26/22 Notable companies reporting after market close APP AppLovin $11.83 / -0.07 (-0.59%) 11/09/22 AppLovin cuts FY22 revenue view from $2.84B-$3.14B to $2.80B-$2.81B 11/09/22 AppLovin sees Q4 revenue $685M-$700M, consensus $794.1M 11/09/22 AppLovin reports Q3 EPS 6c, consensus 7c 11/09/22 Notable companies reporting after market close AMZN Amazon.com $97.17 / +0.82 (+0.85%) 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 10/27/22 Amazon reports Q3 EPS 28c with Rivian gain, consensus 21c 10/27/22 Notable companies reporting after market close 07/28/22 Amazon reports Q2 AWS net sales $19.73B vs. $14.81B a year ago AAPL Apple $141.86 / -0.69 (-0.48%) 10/27/22 Apple reports Q4 EPS $1.29, consensus $1.17 07/28/22 Apple reports Q3 EPS $1.20, consensus $1.16 07/28/22 Notable companies reporting after market close TTD MSFT GOOG AMZN AAPL TTD Trade Desk $48.72 / +1.045 (+2.19%) 11/01/22 Some advertising firms worry about 'chaotic' Twitter under Musk, NY Post says 07/27/22 Google to delay third-party cookie phase out until 2024, Insider reports MSFT Microsoft $240.55 / -1.62 (-0.67%) 01/25/23 FTC filed Microsoft-Activision suit to dissuade EU settlement, Bloomberg says 01/24/23 Microsoft CEO felt company 'slow' to commercialize AI reserach, Information says 01/23/23 Blizzard lead exits in protest of staff ranking system, Bloomberg says 01/18/23 Video game sales fell 13% y/y in Europe in December, GI.biz says GOOG Alphabet $96.72 / -2.48 (-2.50%) 01/25/23 Institutional hedge fund manager want more Google job cuts, The Register says 01/25/23 Hawley to introduce bill to implement nationwide ban on TikTok, Fox reports 01/25/23 Alphabet's Waymo quietly lays off staff, The Information reports 01/24/23 Google tells Bloomberg DOJ suit 'doubling down on flawed argument' AMZN Amazon.com $97.17 / +0.82 (+0.85%) 01/20/23 Crystal Dynamics to accelerate end of 'Avengers' game development, Exputer says 01/19/23 Amazon cited for safety violations at three warehouses by OSHA, WSJ reports 01/18/23 Apple to expand smart-home lineup with new smart displays, Bloomberg says 01/18/23 Apple to expand smart-home lineup with new smart displays, Bloomberg says AAPL Apple $141.86 / -0.69 (-0.48%) 01/25/23 Apple looks to further separate smartphone services from Android, FT reports 01/23/23 Apple discussed VR content for headset with Disney and Dolby, Bloomberg says 01/23/23 Banks teaming up to launch digital wallet to compete with PayPal, WSJ reports TTD PUBM MSFT MGNI GOOG APP AMZN AAPL TTD Trade Desk $48.72 / +1.045 (+2.19%) 01/24/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/04/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/20/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/15/22 What You Missed On Wall Street On Thursday PUBM PubMatic $14.74 / +0.05 (+0.34%) 11/08/22 Fly Intel: After-Hours Movers MSFT Microsoft $240.55 / -1.62 (-0.67%) 01/25/23 What You Missed On Wall Street On Wednesday 01/25/23 What You Missed On Wall Street This Morning 01/25/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 Fly Intel: Pre-market Movers MGNI Magnite $10.78 / +0.24 (+2.28%) 11/10/22 What You Missed On Wall Street On Thursday 11/10/22 What You Missed On Wall Street This Morning 07/27/22 Ad tech stocks pop as Chrome said to push out tracking cookie deadline GOOG Alphabet $96.72 / -2.48 (-2.50%) 01/25/23 #SocialStocks: Musk refutes veracity of WSJ story that he seeks $3B in funding 01/24/23 What You Missed On Wall Street On Tuesday 01/24/23 What Wall Street is saying about Microsoft ahead of earnings 01/24/23 What You Missed On Wall Street This Morning APP AppLovin $11.83 / -0.07 (-0.59%) 01/05/23 What You Missed On Wall Street On Thursday 01/05/23 What You Missed On Wall Street This Morning 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/08/22 What You Missed On Wall Street On Thursday AMZN Amazon.com $97.17 / +0.82 (+0.85%) 01/24/23 GoodRx under pressure as Amazon issues 'threat' with RxPass 01/19/23 What You Missed On Wall Street On Thursday AAPL Apple $141.86 / -0.69 (-0.48%) 01/23/23 What You Missed On Wall Street On Monday 01/20/23 What You Missed On Wall Street This Morning 01/27/23 Technology 01/27/23 Consumer/E-Commerce 02/13/23 Technology/Finance 02/02/23 Alphabet - GOOG 02/02/23 Alphabet - GOOGL 02/02/23 Apple - AAPL 02/02/23 Amazon.com - AMZN 02/08/23 AppLovin - APP 02/15/23 Trade Desk - TTD 02/22/23 Magnite - MGNI 03/10/23 Apple, Inc. TTD MSFT GOOGL GOOG APP AMZN AAPL TTD Trade Desk $48.72 / +1.045 (+2.19%) 01/03/23 Trade Desk call volume above normal and directionally bullish 12/22/22 Trade Desk call volume above normal and directionally bullish 12/06/22 Trade Desk put volume heavy and directionally bearish 11/09/22 Unusually active option classes on open November 9th MSFT Microsoft $240.55 / -1.62 (-0.67%) 01/25/23 Notable open interest changes for January 25th 01/24/23 Microsoft options imply 4.4% move in share price post-earnings 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th GOOGL Alphabet $95.22 / -2.46 (-2.52%) 01/20/23 Early notable gainers among liquid option names on January 20th 12/05/22 Alphabet Class A call volume above normal and directionally bullish 11/04/22 Notable open interest changes for November 4th GOOG Alphabet $96.72 / -2.48 (-2.50%) 01/20/23 Unusually active option classes on open January 20th 12/14/22 Alphabet put buyer realizes 126% same-day gains 11/02/22 Alphabet put buyer realizes 98% same-day gains 10/25/22 Alphabet options imply 5.4% move in share price post-earnings APP AppLovin $11.83 / -0.07 (-0.59%) 09/16/22 Applovin call volume above normal and directionally bullish 09/13/22 Applovin call volume above normal and directionally bullish 08/10/22 Applovin options imply 8.4% move in share price post-earnings 08/10/22 Largest borrow rate increases among liquid names AMZN Amazon.com $97.17 / +0.82 (+0.85%) 01/24/23 Notable open interest changes for January 24th 01/23/23 Notable open interest changes for January 23rd 01/20/23 Notable open interest changes for January 20th AAPL Apple $141.86 / -0.69 (-0.48%) 01/24/23 Apple call buyer realizes 16% same-day gains 01/19/23 Notable open interest changes for January 19th
Downgrade	PubMatic downgraded to Negative from Neutral at Vertical Group » 08:04 01/24/23 01/24 08:04 01/24/23 08:04 PUBM PubMatic $14.95 / +0.545 (+3.78%) Vertical Group downgraded… Vertical Group downgraded PubMatic to Negative from Neutral. ShowHide Related Items >><< Company News Street Research Earnings On The Fly PUBM PubMatic $14.95 / +0.545 (+3.78%) 11/21/22 PubMatic enters SPO partnership with Horizon Media 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership PUBM PubMatic $14.95 / +0.545 (+3.78%) 12/15/22 Oppenheimer PubMatic price target lowered to $22 at Oppenheimer on hiring costs 12/15/22 Jefferies PubMatic price target lowered to $15 from $16 at Jefferies 11/09/22 Lake Street PubMatic price target lowered to $19 from $24 at Lake Street PUBM PubMatic $14.95 / +0.545 (+3.78%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M PUBM PubMatic $14.95 / +0.545 (+3.78%) 11/08/22 Fly Intel: After-Hours Movers

Over a month ago
Recommendations	PubMatic price target lowered to $22 at Oppenheimer on hiring costs » 16:06 12/15/22 12/15 16:06 12/15/22 16:06 PUBM PubMatic $12.97 / -0.63 (-4.63%) Oppenheimer analyst Jason… Oppenheimer analyst Jason Helfstein lowered the firm's price target on PubMatic to $22 from $23 and keeps an Outperform rating on the shares after updating his model to reflect increased headcount flowing though FY23, 3%-5% cost of living increases and the return of the 1Q Global Sales event, which reduces his FY23 and FY24 EBITDA estimates by 7% and 6%, respectively. ShowHide Related Items >><< Company News Street Research Earnings On The Fly PUBM PubMatic $12.97 / -0.63 (-4.63%) 11/21/22 PubMatic enters SPO partnership with Horizon Media 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership PUBM PubMatic $12.97 / -0.63 (-4.63%) 12/15/22 Jefferies PubMatic price target lowered to $15 from $16 at Jefferies 11/09/22 Lake Street PubMatic price target lowered to $19 from $24 at Lake Street 11/09/22 JMP Securities PubMatic price target lowered to $22 from $34 at JMP Securities 11/09/22 Oppenheimer PubMatic price target lowered to $23 from $28 at Oppenheimer PUBM PubMatic $12.97 / -0.63 (-4.63%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M PUBM PubMatic $12.97 / -0.63 (-4.63%) 11/08/22 Fly Intel: After-Hours Movers
Recommendations	PubMatic price target lowered to $15 from $16 at Jefferies » 07:50 12/15/22 12/15 07:50 12/15/22 07:50 PUBM PubMatic $13.61 / -0.07 (-0.51%) Jefferies analyst James… Jefferies analyst James Heaney lowered the firm's price target on PubMatic to $15 from $16 and keeps a Hold rating on the shares as he took over lead coverage of the stock. In his view, the Street is "overly optimistic" on digital advertising growth in 2023 and 2024. He lowered his FY23 revenue estimates across his coverage by 3%-7%, bringing his forecasts 5%-10% below consensus, Heaney noted. ShowHide Related Items >><< Company News Street Research Earnings On The Fly PUBM PubMatic $13.61 / -0.07 (-0.51%) 11/21/22 PubMatic enters SPO partnership with Horizon Media 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership PUBM PubMatic $13.61 / -0.07 (-0.51%) 11/09/22 Lake Street PubMatic price target lowered to $19 from $24 at Lake Street 11/09/22 JMP Securities PubMatic price target lowered to $22 from $34 at JMP Securities 11/09/22 Oppenheimer PubMatic price target lowered to $23 from $28 at Oppenheimer 08/09/22 Lake Street PubMatic price target lowered to $24 from $26 at Lake Street PUBM PubMatic $13.61 / -0.07 (-0.51%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M PUBM PubMatic $13.61 / -0.07 (-0.51%) 11/08/22 Fly Intel: After-Hours Movers 06/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
Conference/Events	PubMatic management to meet with Oppenheimer » 04:55 12/09/22 12/09 04:55 12/09/22 04:55 PUBM PubMatic $13.59 / +0.02 (+0.15%) Meeting to be held with… Meeting to be held with CFO Pantelick in Canada on December 9 hosted by Oppenheimer. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events PUBM PubMatic $13.59 / +0.02 (+0.15%) 11/21/22 PubMatic enters SPO partnership with Horizon Media 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership PUBM PubMatic $13.59 / +0.02 (+0.15%) 11/09/22 Lake Street PubMatic price target lowered to $19 from $24 at Lake Street 11/09/22 JMP Securities PubMatic price target lowered to $22 from $34 at JMP Securities 11/09/22 Oppenheimer PubMatic price target lowered to $23 from $28 at Oppenheimer 08/09/22 Lake Street PubMatic price target lowered to $24 from $26 at Lake Street PUBM PubMatic $13.59 / +0.02 (+0.15%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M PUBM PubMatic $13.59 / +0.02 (+0.15%) 11/08/22 Fly Intel: After-Hours Movers 06/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/09/22 PubMatic
Conference/Events	PubMatic management to meet with Oppenheimer » 14:55 12/05/22 12/05 14:55 12/05/22 14:55 PUBM PubMatic $14.75 / -1.13 (-7.12%) Meeting to be held with… Meeting to be held with CFO Pantelick in Canada on December 9 hosted by Oppenheimer. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events PUBM PubMatic $14.75 / -1.13 (-7.12%) 11/21/22 PubMatic enters SPO partnership with Horizon Media 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership PUBM PubMatic $14.75 / -1.13 (-7.12%) 11/09/22 Lake Street PubMatic price target lowered to $19 from $24 at Lake Street 11/09/22 JMP Securities PubMatic price target lowered to $22 from $34 at JMP Securities 11/09/22 Oppenheimer PubMatic price target lowered to $23 from $28 at Oppenheimer 08/09/22 Lake Street PubMatic price target lowered to $24 from $26 at Lake Street PUBM PubMatic $14.75 / -1.13 (-7.12%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M PUBM PubMatic $14.75 / -1.13 (-7.12%) 11/08/22 Fly Intel: After-Hours Movers 06/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/05/22 Technology Investors Conference
Hot Stocks	PubMatic enters SPO partnership with Horizon Media » 07:10 11/21/22 11/21 07:10 11/21/22 07:10 PUBM PubMatic $15.05 / -0.39 (-2.53%) Horizon Media announced a… Horizon Media announced a supply path optimization, SPO, partnership with PubMatic. Buying premium media inventory has become increasingly complex across formats and devices, with new challenges in targeting fragmented audiences. Partnering with PubMatic will add value to Horizon Media clients' direct, transparent, and simplified access to high-value audiences and premium inventory, including CTV, at unprecedented scale. Through the partnership, Horizon Media and PubMatic will collaborate on next-generation solutions to provide automated bid optimization using bespoke advertiser-level performance signals. "Horizon Media is a great partner in driving efficiency, transparency, and innovation to enable the development of digital advertising and its benefits for brands, publishers, and consumers," said Kyle Dozeman, Chief Revenue Officer, Americas, at PubMatic. "Their media buying scope combined with our omnichannel quality and scale provides one of the most robust media opportunities on the open internet for both brands and publishers. We're looking forward to delivering more custom capabilities that further improve the media buying process, deliver deeper insights, and ultimately create more value." ShowHide Related Items >><< Company News Street Research Earnings On The Fly PUBM PubMatic $15.05 / -0.39 (-2.53%) 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership 08/18/22 PubMatic expands with engineering hubs in Pune and New Delhi PUBM PubMatic $15.05 / -0.39 (-2.53%) 11/09/22 Lake Street PubMatic price target lowered to $19 from $24 at Lake Street 11/09/22 JMP Securities PubMatic price target lowered to $22 from $34 at JMP Securities 11/09/22 Oppenheimer PubMatic price target lowered to $23 from $28 at Oppenheimer 08/09/22 Lake Street PubMatic price target lowered to $24 from $26 at Lake Street PUBM PubMatic $15.05 / -0.39 (-2.53%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M PUBM PubMatic $15.05 / -0.39 (-2.53%) 11/08/22 Fly Intel: After-Hours Movers 06/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
Recommendations	PubMatic price target lowered to $19 from $24 at Lake Street » 08:55 11/09/22 11/09 08:55 11/09/22 08:55 PUBM PubMatic $16.18 / +0.03 (+0.19%) Lake Street analyst Eric… Lake Street analyst Eric Martinuzzi lowered the firm's price target on PubMatic to $19 from $24 and keeps a Buy rating on the shares following a Q3 revenue shortfall due to weakened demand in all geographies amid growing economic uncertainty. While he has lowered his estimates, he likes the fact that PubMatic has scale, cash, and cash flow and believes the company will take share during the downturn, the analyst said. ShowHide Related Items >><< Company News Street Research Earnings On The Fly PUBM PubMatic $16.18 / +0.03 (+0.19%) 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership 08/18/22 PubMatic expands with engineering hubs in Pune and New Delhi PUBM PubMatic $16.18 / +0.03 (+0.19%) 11/09/22 JMP Securities PubMatic price target lowered to $22 from $34 at JMP Securities 11/09/22 Oppenheimer PubMatic price target lowered to $23 from $28 at Oppenheimer 08/09/22 Lake Street PubMatic price target lowered to $24 from $26 at Lake Street 08/09/22 JMP Securities PubMatic price target lowered to $34 from $40 at JMP Securities PUBM PubMatic $16.18 / +0.03 (+0.19%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M PUBM PubMatic $16.18 / +0.03 (+0.19%) 11/08/22 Fly Intel: After-Hours Movers 06/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations
Recommendations	PubMatic price target lowered to $22 from $34 at JMP Securities » 06:37 11/09/22 11/09 06:37 11/09/22 06:37 PUBM PubMatic $16.18 / +0.03 (+0.19%) JMP Securities analyst… JMP Securities analyst Andrew Boone lowered the firm's price target on PubMatic to $22 from $34 but keeps an Outperform rating on the shares. The company's Q3 results were mixed but performance worsened into October as Q4 guidance calls for just 1% revenue growth, the analyst tells investors in a research note. Boone adds however that PubMatic can continue to consolidate spend onto its platform through SPO while it remains well positioned across mobile, video, and CTV. ShowHide Related Items >><< Company News Street Research Earnings On The Fly PUBM PubMatic $16.18 / +0.03 (+0.19%) 09/19/22 PubMatic announces series of investments in OpenWrap 09/14/22 PubMatic enters into definitive agreement to acquire Martin 08/22/22 MGID, PubMatic enter advertising partnership 08/18/22 PubMatic expands with engineering hubs in Pune and New Delhi PUBM PubMatic $16.18 / +0.03 (+0.19%) 11/09/22 Oppenheimer PubMatic price target lowered to $23 from $28 at Oppenheimer 08/09/22 Lake Street PubMatic price target lowered to $24 from $26 at Lake Street 08/09/22 JMP Securities PubMatic price target lowered to $34 from $40 at JMP Securities 08/04/22 Jefferies PubMatic price target lowered to $20 from $23 at Jefferies PUBM PubMatic $16.18 / +0.03 (+0.19%) 11/08/22 PubMatic sees Q4 revenue $75M-$78M, consensus $94.04M 11/08/22 PubMatic sees FY22 revenue $257M-$260M, consensus $278.47M 11/08/22 PubMatic reports Q3 adjusted EPS 22c, consensus 13c 08/08/22 PubMatic cuts FY22 revenue view to $277M-$281M from $282M-$286M PUBM PubMatic $16.18 / +0.03 (+0.19%) 11/08/22 Fly Intel: After-Hours Movers 06/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations

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