Thursday
Conference/Events
Software Analysts Gallo,…
Software Analysts Gallo, along with Steve Shaffer, a Cloud and Cyber Channel and VAR Leadership Consultant, participate in an Analyst/Industry conference call to be held on January 26 at 11 am. Webcast Link
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12/27/22 Zscaler director buys $543.9K in common stock 12/19/22 Zscaler becomes member of JCDC to enhance U.S. cybersecurity position 12/14/22 Zscaler, Alithya Group announce partnership 12/12/22 Women's Tennis Association selects Zscaler Zero Trust Exchange 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 12/12/22 Palo Alto Networks, Red Canary expand partnership 12/05/22 Palo Alto Networks director sells $6.4M in common stock 11/17/22 Palo Alto Networks CEO: We're taking a knife to our costs 11/17/22 Palo Alto Networks jumps 5% after Q1 results, FY23 guidance beat estimates 01/26/23 State Street engages Amazon and Microsoft for cloud in 'transformation journey' 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 01/12/23 Fortinet announces participation in AT&T Pebble Beach Pro-Am 12/14/22 Fortinet announces five MSSP partners adopted Fortinet Secure SD-!AN 12/14/22 Arqit Quantum joins Fortinet Fabric-Ready Partner Program 11/28/22 Fortinet launches FortiGate Cloud-Native Firewall 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 $127.67 / -0.815 (-0.63%)
01/12/23 Check Point announces Tzipi Ozer-Armon joins board 12/29/22 Check Point expands collaboration with Intel for anti-ransomware capabilities 10/20/22 Check Point introduces Check Point Quantum platform 10/13/22 Check Point launches Managed Security Service Providers Program 01/24/23 JPMorgan Palo Alto initiated with Overweight, added to Focus List at JPMorgan 01/23/23 Deutsche Bank Palo Alto Networks price target lowered to $165 from $217 at Deutsche Bank 01/18/23 Scotiabank Palo Alto Networks initiated with an Outperform at Scotiabank 01/17/23 Guggenheim Palo Alto Networks downgraded to Neutral from Buy at Guggenheim 01/24/23 JPMorgan Fortinet initiated with an Overweight at JPMorgan 01/23/23 Guggenheim Fortinet initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Fortinet price target lowered to $53 from $63 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core holding' Fortinet at Outperform 01/24/23 JPMorgan Crowdstrike initiated with an Overweight at JPMorgan 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 01/26/23 Credit Suisse Microsoft price target lowered to $285 from $365 at Credit Suisse 01/26/23 Oppenheimer Alphabet price target lowered to $130 from $135 at Oppenheimer 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 $127.67 / -0.815 (-0.63%)
01/24/23 JPMorgan Check Point initiated with a Neutral at JPMorgan 01/23/23 Guggenheim Check Point initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Check Point downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Check Point at Outperform, says worst margin declines behind 01/24/23 JPMorgan SentinelOne initiated with an Overweight at JPMorgan 01/23/23 Guggenheim SentinelOne initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank SentinelOne downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/24/23 JPMorgan Zscaler initiated with a Neutral at JPMorgan 01/23/23 Deutsche Bank Zscaler price target lowered to $140 from $190 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core growth holding' Zscaler at Outperform 01/17/23 Scotiabank Zscaler initiated with an Outperform at Scotiabank 12/01/22 Zscaler raises FY23 EPS view to $1.23-$1.25 from $1.16-$1.18, consensus $1.18 12/01/22 Zscaler sees Q2 EPS 29c-30c, consensus 26c 12/01/22 Zscaler reports Q1 EPS 29c, consensus 26c 12/01/22 Notable companies reporting after market close 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 11/17/22 Palo Alto Networks sees FY23 adjusted EPS $3.37-$3.44, consensus $3.17 11/17/22 Palo Alto Networks sees Q2 adjusted EPS 76c-78c, consensus 71c 11/17/22 Palo Alto Networks reports Q1 adjusted EPS 83c, consensus 69c 11/17/22 Notable companies reporting after market close 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 11/02/22 Fortinet sees Q4 adjusted EPS 38c-40c, consensus 35c 11/02/22 Fortinet sees FY22 adjusted EPS $1.13-$1.15, consensus $1.05 11/02/22 Fortinet reports Q3 adjusted EPS 33c, consensus 27c 11/02/22 Notable companies reporting after market close 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 $127.67 / -0.815 (-0.63%)
10/27/22 Check Point narrows FY22 EPS view to $7.20-$7.40, consensus $7.22 10/27/22 Check Point sees Q4 adjusted EPS $2.22-$2.42, consensus $2.33 10/27/22 Check Point reports Q3 EPS $1.77, consensus $1.67 08/01/22 Check Point reports Q2 EPS $1.64, consensus $1.62 01/06/23 White House to unveil cybersecurity strategy, Washington Post reports 11/17/22 Palo Alto to acquire Cider Security for $300M, Calcalist reports 10/21/22 Cybereason taps JPMorgan to help find buyer, The Information says 09/19/22 Palo Alto Networks near deal to buy Apiiro for about $600M, Calcalist says 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 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 12/02/22 What You Missed On Wall Street On Friday 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/24/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/03/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/01/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 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 01/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Fly Intel: After-Hours Movers 10/10/22 What You Missed On Wall Street On Monday 01/23/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/21/23 Buy/Sell: Wall Street's top 10 stock calls this week 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations $127.67 / -0.815 (-0.63%)
01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 Zscaler call volume above normal and directionally bullish 01/05/23 Zscaler put volume heavy and directionally bearish 12/01/22 Zscaler options imply 10.0% move in share price post-earnings 10/27/22 Zscaler call volume above normal and directionally bullish 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings 11/17/22 Palo Alto Networks options imply 5.6% move in share price post-earnings 09/28/22 Largest borrow rate increases among liquid names 09/15/22 Notable open interest changes for September 15th 08/22/22 Palo Alto Networks options imply 7.6% move in share price post-earnings 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 01/24/23 Early notable gainers among liquid option names on January 24th 11/16/22 Fortinet put volume heavy and directionally bearish 11/14/22 Fortinet put volume heavy and directionally bearish 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
Conference/Events
Software Analysts Gallo,…
Software Analysts Gallo, along with Steve Shaffer, a Cloud and Cyber Channel and VAR Leadership Consultant, participate in an Analyst/Industry conference call to be held on January 26 at 11 am. Webcast Link
Show Hide Related Items >> <<
12/27/22 Zscaler director buys $543.9K in common stock 12/19/22 Zscaler becomes member of JCDC to enhance U.S. cybersecurity position 12/14/22 Zscaler, Alithya Group announce partnership 12/12/22 Women's Tennis Association selects Zscaler Zero Trust Exchange 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 12/12/22 Palo Alto Networks, Red Canary expand partnership 12/05/22 Palo Alto Networks director sells $6.4M in common stock 11/17/22 Palo Alto Networks CEO: We're taking a knife to our costs 11/17/22 Palo Alto Networks jumps 5% after Q1 results, FY23 guidance beat estimates 01/26/23 State Street engages Amazon and Microsoft for cloud in 'transformation journey' 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 01/12/23 Fortinet announces participation in AT&T Pebble Beach Pro-Am 12/14/22 Fortinet announces five MSSP partners adopted Fortinet Secure SD-!AN 12/14/22 Arqit Quantum joins Fortinet Fabric-Ready Partner Program 11/28/22 Fortinet launches FortiGate Cloud-Native Firewall 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 01/12/23 Check Point announces Tzipi Ozer-Armon joins board 12/29/22 Check Point expands collaboration with Intel for anti-ransomware capabilities 10/20/22 Check Point introduces Check Point Quantum platform 10/13/22 Check Point launches Managed Security Service Providers Program 01/24/23 JPMorgan Palo Alto initiated with Overweight, added to Focus List at JPMorgan 01/23/23 Deutsche Bank Palo Alto Networks price target lowered to $165 from $217 at Deutsche Bank 01/18/23 Scotiabank Palo Alto Networks initiated with an Outperform at Scotiabank 01/17/23 Guggenheim Palo Alto Networks downgraded to Neutral from Buy at Guggenheim 01/24/23 JPMorgan Fortinet initiated with an Overweight at JPMorgan 01/23/23 Guggenheim Fortinet initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Fortinet price target lowered to $53 from $63 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core holding' Fortinet at Outperform 01/24/23 JPMorgan Crowdstrike initiated with an Overweight at JPMorgan 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 01/26/23 Credit Suisse Microsoft price target lowered to $285 from $365 at Credit Suisse 01/26/23 Oppenheimer Alphabet price target lowered to $130 from $135 at Oppenheimer 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 01/24/23 JPMorgan Check Point initiated with a Neutral at JPMorgan 01/23/23 Guggenheim Check Point initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Check Point downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Check Point at Outperform, says worst margin declines behind 01/24/23 JPMorgan SentinelOne initiated with an Overweight at JPMorgan 01/23/23 Guggenheim SentinelOne initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank SentinelOne downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/24/23 JPMorgan Zscaler initiated with a Neutral at JPMorgan 01/23/23 Deutsche Bank Zscaler price target lowered to $140 from $190 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core growth holding' Zscaler at Outperform 01/17/23 Scotiabank Zscaler initiated with an Outperform at Scotiabank 12/01/22 Zscaler raises FY23 EPS view to $1.23-$1.25 from $1.16-$1.18, consensus $1.18 12/01/22 Zscaler sees Q2 EPS 29c-30c, consensus 26c 12/01/22 Zscaler reports Q1 EPS 29c, consensus 26c 12/01/22 Notable companies reporting after market close 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 11/17/22 Palo Alto Networks sees FY23 adjusted EPS $3.37-$3.44, consensus $3.17 11/17/22 Palo Alto Networks sees Q2 adjusted EPS 76c-78c, consensus 71c 11/17/22 Palo Alto Networks reports Q1 adjusted EPS 83c, consensus 69c 11/17/22 Notable companies reporting after market close 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 11/02/22 Fortinet sees Q4 adjusted EPS 38c-40c, consensus 35c 11/02/22 Fortinet sees FY22 adjusted EPS $1.13-$1.15, consensus $1.05 11/02/22 Fortinet reports Q3 adjusted EPS 33c, consensus 27c 11/02/22 Notable companies reporting after market close 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 10/27/22 Check Point narrows FY22 EPS view to $7.20-$7.40, consensus $7.22 10/27/22 Check Point sees Q4 adjusted EPS $2.22-$2.42, consensus $2.33 10/27/22 Check Point reports Q3 EPS $1.77, consensus $1.67 08/01/22 Check Point reports Q2 EPS $1.64, consensus $1.62 01/06/23 White House to unveil cybersecurity strategy, Washington Post reports 11/17/22 Palo Alto to acquire Cider Security for $300M, Calcalist reports 10/21/22 Cybereason taps JPMorgan to help find buyer, The Information says 09/19/22 Palo Alto Networks near deal to buy Apiiro for about $600M, Calcalist says 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 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 12/02/22 What You Missed On Wall Street On Friday 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/24/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/03/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/01/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 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 01/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Fly Intel: After-Hours Movers 10/10/22 What You Missed On Wall Street On Monday 01/23/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/21/23 Buy/Sell: Wall Street's top 10 stock calls this week 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/25/23 Zscaler call volume above normal and directionally bullish 01/05/23 Zscaler put volume heavy and directionally bearish 12/01/22 Zscaler options imply 10.0% move in share price post-earnings 10/27/22 Zscaler call volume above normal and directionally bullish 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings 11/17/22 Palo Alto Networks options imply 5.6% move in share price post-earnings 09/28/22 Largest borrow rate increases among liquid names 09/15/22 Notable open interest changes for September 15th 08/22/22 Palo Alto Networks options imply 7.6% move in share price post-earnings 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 01/24/23 Early notable gainers among liquid option names on January 24th 11/16/22 Fortinet put volume heavy and directionally bearish 11/14/22 Fortinet put volume heavy and directionally bearish 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
Over a week ago
On The Fly
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12/27/22 Zscaler director buys $543.9K in common stock 12/19/22 Zscaler becomes member of JCDC to enhance U.S. cybersecurity position 12/14/22 Zscaler, Alithya Group announce partnership 12/12/22 Women's Tennis Association selects Zscaler Zero Trust Exchange 12/13/22 Yum! Brands sees long-term annual unit growth 5%, annual system sales growth 7% 10/24/22 Yum! enters agreement to transfer ownership of Russian KFC restaurant 10/03/22 Yum! Brands' KFC testing Kentucky Fried Chicken Wraps in Atlanta 09/26/22 Pizza Hut Canada launches pilot of robot delivery service 01/23/23 Xylem falls -9.9% 01/23/23 Xylem falls -8.7% 01/23/23 Evoqua Water jumps 14% to $46.71 after Xylem buyout offer 01/23/23 Xylem to acquire Evoqua Water in $7.5B all-stock transaction 01/17/23 Varonis introduces least privilege automation 12/20/22 Varonis' cloud-hosted data security platform achieves SOC 2 Type II compliance 11/29/22 Varonis launches HackerOne vulnerability disclosure program 10/31/22 Varonis falls 14% to $22.99 after Q3 earnings miss, FY22 guidance cut 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 01/09/23 Mattel's Fisher-Price re-announces recall of 4.7M Rock 'n Play Sleepers 12/22/22 Target recalls roughly 204,000 children's weighted blankets after two deaths 11/25/22 Target announces Cyber Monday sales event from Nov. 27-28 11/17/22 Target announces largest Black Friday week sale ever from Nov. 20-26 10/31/22 Tenable announces Michelle VonderHaar as chief legal officer, general counsel 10/11/22 Tenable Holdings announces creation of Tenable Research Alliance Program 10/04/22 Tenable Holdings announces release of Tenable One 09/20/22 Tenable Holdings appoints Grant to Chief Information Officer 01/13/23 Virgin Galactic rises 12.6% 01/13/23 Virgin Galactic rises 7.0% 01/13/23 Virgin Galactic rises 15.3% 01/12/23 Virgin Galactic up 6% after stating start of commercial service on track for Q2 01/17/23 DoorDash, Starbucks set to expand delivery partnership nationwide 12/08/22 Starbucks opens blockchain-based loyalty program to first beta testers 11/28/22 Starbucks exec Conway sells 15,320 common shares 11/03/22 Starbucks says retention has increased for baristas 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 09/22/22 Rapid7 enters multi-year partnership with The Bruins 07/26/22 Rapid7 introduces layered context capabilities for InsightCloudSec 12/21/22 Restaurant Brands announces plans to open dozens of Popeyes in Kazakhstan 11/16/22 Restaurant Brands appoints Patrick Doyle as executive chairman 11/15/22 Pershing Square exits Domino's, boosts stake in Canadian Pacific in Q3 09/09/22 Restaurant Brands' Burger King to invest $400M to accelerate growth in U.S. 10/04/22 Qualys announces it acquired assets of Blue Hexagon 01/17/23 Peloton appoints Leslie Berland as CMO 01/09/23 Verizon offers four months of Peloton app free through +play beta 01/05/23 Peloton to pay $19M civil penalty for failure to immediately report hazards 12/26/22 Peloton to offer refurbished bikes with Peloton Certified Refurbished $150.65 / +1.355 (+0.91%)
12/12/22 Palo Alto Networks, Red Canary expand partnership 12/05/22 Palo Alto Networks director sells $6.4M in common stock 11/17/22 Palo Alto Networks CEO: We're taking a knife to our costs 11/17/22 Palo Alto Networks jumps 5% after Q1 results, FY23 guidance beat estimates 01/12/23 Okta says there will be some disruption from sales leadership changes 01/12/23 authID integrates Verified CloudConnect with Okta Workforce Identity Cloud 12/21/22 Okta says code repositories copied in early December GitHub hack 11/15/22 Okta debuts 'Okta for US Military' purpose-built identity environment for DoD NTLA Intellia Therapeutics 01/11/23 Intellia awarded innovation passport in UK for NTLA-2002 01/05/23 Intellia Therapeutics highlights strategic priorities, milestones for 2023 12/21/22 Cathie Wood's ARK Investment bought 22K shares of Intellia Therapeutics today 11/13/22 Intellia presents new interim data from first-in-human study of NTLA-2002 in HAE $248.24 / -21.11 (-7.84%)
01/24/23 NYSE sees unusual number of halted stocks at open due to exchange issues 01/24/23 McDonald's trading resumes 01/24/23 McDonald's trading halted, volatility trading pause 01/09/23 SEC charges McDonald's former CEO for misrepresentations about termination 12/13/22 Wallbox and Lyft team to boost home EV charging access in North America 12/13/22 EVgo, Lyft launch new partnership to accelerate rideshare electrification 11/03/22 Lyft: No change to Q3 revenue, margin, adjusted EBITDA guidance 11/03/22 Lyft confirms plans to terminate 13% of employees, or about 683 workers 01/12/23 lululemon teams with Nedap to advance RFID technology across stores 01/09/23 Lululemon falls 14% to $282.02 after revising Q4 guidance 12/08/22 Lululemon falls 9% to $340.75 after Q3 results and guidance 12/08/22 Lululemon reports Q3 SSS up 22% or 25% on constant FX basis 01/12/23 Fortinet announces participation in AT&T Pebble Beach Pro-Am 12/14/22 Fortinet announces five MSSP partners adopted Fortinet Secure SD-!AN 12/14/22 Arqit Quantum joins Fortinet Fabric-Ready Partner Program 11/28/22 Fortinet launches FortiGate Cloud-Native Firewall 12/16/22 Darden reports Q2 blended same-restaurant sales increase of 7.3% 09/22/22 Darden reports Q1 blended same-restaurant sales increase of 4.2% 09/22/22 Darden reports Q1 blended same-restaurant sales increase of 4.2% 12/15/22 Domino's Pizza to enter Uruguay and Latvia 11/21/22 Domino's Pizza CEO: Hiring is back to 2019 levels in stores 11/21/22 Domino's Pizza to roll out nationwide fleet of 800 Chevy Bolt EVs 12/05/22 IHOP and General Mills partner to turn the brand's iconic pancakes into cereal 12/05/22 NRD Capital to Sell Fuzzy's Taco Shop to Dine Brands for $80M 12/05/22 Dine Brands to acquire Fuzzy's Taco Shop for $80M in cash 11/02/22 Dine Brands sees FY22 capital expenditures $33M-$38M 01/02/23 Cellebrite names Zohar Tadmor-Eilat Chief People Officer 12/21/22 CyberArk appoints Omer Grossman Global Chief Information Officer 09/19/22 CyberArk appoints Peretz Regev as chief product officer 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 01/09/23 Chipotle announces 'Freepotle' rewards perk 01/03/23 Chipotle introduces new lineup of Lifestyle Bowls 11/29/22 Chipotle launches Mystery Boxes 11/28/22 ASAP.com announces national food delivery agreement with Chipotle 01/12/23 Check Point announces Tzipi Ozer-Armon joins board 12/29/22 Check Point expands collaboration with Intel for anti-ransomware capabilities 10/20/22 Check Point introduces Check Point Quantum platform 10/13/22 Check Point launches Managed Security Service Providers Program 11/01/22 Cheesecake Factory down 8% at $31.31 after Q3 earnings miss 11/01/22 Cheesecake Factory board authorizes increase of 5M shares to buyback program 11/01/22 Cheesecake Factory expects to open up to 13 new restaurants in FY22 07/27/22 Cheesecake Factory says 'restaurants remain extremely busy' 01/11/23 COPT forms two data center JVs with Blackstone Real Estate 01/03/23 UC Investments to invest $4B in Blackstone Real Estate Income Trust 01/03/23 Targa to acquire Blackstone's 25% interest in Grand Prix for $1.05B 12/12/22 Thomson Reuters, Blackstone to sell shares of LSEG to Microsoft 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 01/24/23 KeyBanc KeyBanc upgrades Lyft on 'meaningful opportunity' for EBITDA lift 01/23/23 KeyBanc Lyft upgraded to Overweight from Sector Weight at KeyBanc 01/09/23 Jefferies Lyft assumed with a Hold at Jefferies 01/09/23 Piper Sandler Lyft price target lowered to $16 from $37 at Piper Sandler 01/24/23 UBS Universal Health upgraded to Neutral from Sell at UBS 01/09/23 Barclays Universal Health price target raised to $132 from $115 at Barclays 01/03/23 Deutsche Bank Universal Health price target raised to $168 from $130 at Deutsche Bank 01/03/23 Wells Fargo Universal Health upgraded to Equal Weight on improved rates at Wells Fargo 01/24/23 JPMorgan TPG downgraded to Neutral from Overweight at JPMorgan 01/24/23 JPMorgan Blackstone upgraded to Overweight from Neutral at JPMorgan 01/12/23 CICC Blackstone initiated with an Outperform at CICC 01/12/23 Barclays Blackstone price target raised to $86 from $80 at Barclays 01/24/23 Morgan Stanley Xylem-Evoqua deal timing a surprise, but not tie-up, says Morgan Stanley 01/24/23 Loop Capital Xylem deal for Evoqua priced 'high' but 'great' long-term fit, says Loop Capital 01/24/23 Stifel Xylem upgraded to Buy from Hold at Stifel 01/23/23 Stifel Xylem stock reaction to Evoqua deal 'confounding,' says Stifel NTLA Intellia Therapeutics 01/24/23 Citi Intellia Therapeutics upgraded to Neutral from Sell at Citi 01/19/23 JMP Securities JMP downgrades Intellia on lack of 2023 clinical updates 01/19/23 JMP Securities Intellia Therapeutics downgraded to Market Perform from Outperform at JMP Securities 12/20/22 Piper Sandler Piper recommends 'down market cap' biotech exposure for 2023 01/24/23 Cowen AMD remains in a very strong competitive position, says Cowen 01/24/23 Bernstein AMD downgraded to Market Perform from Outperform at Bernstein 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 01/24/23 Bernstein Lululemon downgraded to Underperform from Market Perform at Bernstein 01/23/23 Jefferies Jefferies store checks find 'flaws' in Lululemon merchandising 01/13/23 Citi Lululemon price target lowered to $350 from $400 at Citi 01/13/23 Barclays Lululemon price target lowered to $394 from $445 at Barclays 01/24/23 MKM Partners MKM Partners positive on Peloton heading into earnings 01/24/23 Baird Peloton downgraded to Neutral from Outperform at Baird 11/21/22 Cowen Peloton downgraded to Market Perform from Outperform at Cowen 11/07/22 Citi Peloton price target lowered to $18 from $23 at Citi 01/24/23 Raymond James Cheesecake Factory downgraded to Market Perform from Outperform at Raymond James 01/24/23 Raymond James Cheesecake Factory downgraded to Market Perform at Raymond James 01/17/23 Gordon Haskett Cheesecake Factory downgraded to Hold from Accumulate at Gordon Haskett 01/17/23 Citi Cheesecake Factory downgraded to Neutral from Buy at Citi 01/24/23 Raymond James Dine Brands downgraded to Market Perform from Outperform at Raymond James 01/24/23 Raymond James Dine Brands downgraded to Market Perform from Outperform at Raymond James 01/05/23 Barclays Dine Brands price target lowered to $80 from $90 at Barclays 12/21/22 Wedbush Dine Brands price target lowered to $80 from $85 at Wedbush 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 01/23/23 Oppenheimer Target initiated with an Outperform at Oppenheimer 01/04/23 Wells Fargo Wells Fargo downgrades Target to Equal Weight, lowers price target to $142 01/04/23 Wells Fargo Target downgraded to Equal Weight from Overweight at Wells Fargo 12/21/22 Gordon Haskett Gordon Haskett downgrades Target on 'meaningfully eroded' traffic 01/23/23 Wells Fargo Starbucks initiated with an Overweight at Wells Fargo 01/19/23 BTIG Starbucks price target raised to $120 from $110 at BTIG 01/19/23 Citi Starbucks price target raised to $111 from $93 at Citi 01/18/23 JPMorgan Starbucks price target raised to $114 from $100 at JPMorgan 01/23/23 Wells Fargo Yum! Brands initiated with an Overweight at Wells Fargo 01/18/23 JPMorgan Yum! Brands price target raised to $130 from $122 at JPMorgan 01/13/23 Evercore ISI Wendy's downgraded to In Line at Evercore, prefers share gainers 12/16/22 RBC Capital Yum! Brands price target raised to $132 from $128 at RBC Capital 01/23/23 Wells Fargo Chipotle initiated with an Overweight at Wells Fargo 01/17/23 Morgan Stanley Chipotle downgraded to Equal Weight from Overweight at Morgan Stanley 01/05/23 Barclays Chipotle price target lowered to $1,450 from $1,510 at Barclays 01/23/23 Wells Fargo Restaurant Brands initiated with an Equal Weight at Wells Fargo 01/19/23 BMO Capital Restaurant Brands upgraded to Outperform from Market Perform at BMO Capital 01/18/23 Cowen Restaurant Brands price target raised to $72 from $63 at Cowen 01/05/23 Oppenheimer Oppenheimer downgrades Wendy's, reveals top 2023 restaurant picks 01/23/23 Wells Fargo Domino's Pizza initiated with an Equal Weight at Wells Fargo 01/19/23 Citi Domino's Pizza price target lowered to $429 from $441 at Citi 01/18/23 JPMorgan Domino's Pizza price target raised to $330 from $320 at JPMorgan 01/18/23 Loop Capital Domino's franchisee checks see Q4 comps better than expected, says Loop Capital 01/23/23 Wells Fargo Darden initiated with an Equal Weight at Wells Fargo 01/18/23 JPMorgan Darden price target raised to $154 from $145 at JPMorgan 01/05/23 Barclays Darden price target raised to $168 from $148 at Barclays $248.24 / -21.11 (-7.84%)
01/23/23 Wells Fargo McDonald's initiated with an Equal Weight at Wells Fargo 01/18/23 JPMorgan McDonald's price target raised to $262 from $250 at JPMorgan 01/13/23 Loop Capital Loop Capital says McDonald's franchise checks suggest Q4 SSS topped expectations $150.65 / +1.355 (+0.91%)
01/24/23 JPMorgan Palo Alto initiated with Overweight, added to Focus List at JPMorgan 01/23/23 Deutsche Bank Palo Alto Networks price target lowered to $165 from $217 at Deutsche Bank 01/18/23 Scotiabank Palo Alto Networks initiated with an Outperform at Scotiabank 01/17/23 Guggenheim Palo Alto Networks downgraded to Neutral from Buy at Guggenheim 01/24/23 JPMorgan Crowdstrike initiated with an Overweight at JPMorgan 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 01/24/23 JPMorgan SentinelOne initiated with an Overweight at JPMorgan 01/23/23 Guggenheim SentinelOne initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank SentinelOne downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/24/23 JPMorgan Fortinet initiated with an Overweight at JPMorgan 01/23/23 Guggenheim Fortinet initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Fortinet price target lowered to $53 from $63 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core holding' Fortinet at Outperform 01/24/23 JPMorgan Okta initiated with an Overweight at JPMorgan 01/23/23 Deutsche Bank Okta price target raised to $90 from $80 at Deutsche Bank 01/18/23 Scotiabank Okta initiated with an Outperform at Scotiabank 01/18/23 KeyBanc Okta price target raised to $80 from $72 at KeyBanc 01/24/23 JPMorgan Check Point initiated with a Neutral at JPMorgan 01/23/23 Guggenheim Check Point initiated with a Neutral at Guggenheim 01/23/23 Deutsche Bank Check Point downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Check Point at Outperform, says worst margin declines behind 01/24/23 JPMorgan Zscaler initiated with a Neutral at JPMorgan 01/23/23 Deutsche Bank Zscaler price target lowered to $140 from $190 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core growth holding' Zscaler at Outperform 01/17/23 Scotiabank Zscaler initiated with an Outperform at Scotiabank 01/24/23 JPMorgan Tenable Holdings initiated with a Neutral at JPMorgan 01/12/23 Morgan Stanley Tenable Holdings downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley Tenable Holdings downgraded to Equal Weight from Overweight at Morgan Stanley 01/11/23 Barclays Tenable Holdings price target raised to $42 from $40 at Barclays 01/24/23 JPMorgan Rapid7 initiated with a Neutral at JPMorgan 01/12/23 DA Davidson Rapid7 initiated with a Neutral at DA Davidson 01/05/23 Piper Sandler Rapid7 price target lowered to $45 from $50 at Piper Sandler 01/04/23 Barclays Rapid7 downgraded to Equal Weight from Overweight at Barclays 01/24/23 JPMorgan CyberArk initiated with a Neutral at JPMorgan 01/12/23 Morgan Stanley CyberArk price target lowered to $162 from $184 at Morgan Stanley 01/11/23 Barclays CyberArk price target lowered to $150 from $168 at Barclays 01/05/23 Piper Sandler CyberArk price target lowered to $160 from $190 at Piper Sandler 01/24/23 JPMorgan Qualys initiated with an Underweight at JPMorgan 01/12/23 Morgan Stanley Qualys price target lowered to $103 from $118 at Morgan Stanley 01/09/23 Truist Qualys price target lowered to $110 from $125 at Truist 01/05/23 Needham Qualys cut to Hold at Needham due to 'soft' field checks, disappointing Q3 01/24/23 JPMorgan Varonis initiated with an Underweight at JPMorgan 01/11/23 Barclays Varonis price target raised to $26 from $22 at Barclays 01/09/23 Truist Varonis price target lowered to $35 from $40 at Truist 01/05/23 Jefferies Varonis downgraded to Hold from Buy at Jefferies 01/24/23 KeyBanc Virgin Galactic initiated with a Sector Weight at KeyBanc 01/10/23 Morgan Stanley Virgin Galactic resumed with an Equal Weight at Morgan Stanley 11/07/22 Jefferies Virgin Galactic price target lowered to $11 from $14 at Jefferies 10/10/22 Wolfe Research Virgin Galactic initiated with an Underperform at Wolfe Research 12/01/22 Zscaler raises FY23 EPS view to $1.23-$1.25 from $1.16-$1.18, consensus $1.18 12/01/22 Zscaler sees Q2 EPS 29c-30c, consensus 26c 12/01/22 Zscaler reports Q1 EPS 29c, consensus 26c 12/01/22 Notable companies reporting after market close 11/02/22 Yum! Brands reports Q3 adjusted EPS $1.09, consensus $1.14 11/01/22 Notable companies reporting before tomorrow's open 08/03/22 Yum! Brands reports Q2 EPS $1.05, consensus $1.10 11/01/22 Xylem raises FY22 adjusted EPS view to $2.65-$2.75 from $2.50-$2.70 11/01/22 Xylem reports Q3 adjusted EPS 79c, consensus 66c 08/02/22 Xylem raises FY22 adjusted EPS view to $2.50-$2.70 from $2.40-$2.70 08/02/22 Xylem reports Q2 adjusted EPS 66c, consensus 54c 10/31/22 Varonis cuts FY22 EPS view to 14c-15c from 19c-22c, consensus 20c 10/31/22 Varonis sees Q4 EPS 17c-18c, consensus 22c 10/31/22 Varonis reports Q3 EPS 5c, consensus 6c 08/01/22 Varonis sees FY22 EPS 19c-22c, consensus 17c 10/25/22 Universal Health reports Q3 adjusted EPS $2.54, consensus $3.43 10/25/22 Notable companies reporting after market close 07/25/22 Universal Health reports Q2 adjusted EPS $2.20, consensus $2.35 07/25/22 Notable companies reporting after market close 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 11/16/22 Target on track to deliver total sales of well over $100B this year, says COO 11/16/22 Target reports Q3 adjusted EPS $1.54, consensus $2.13 11/15/22 Notable companies reporting before tomorrow's open 10/25/22 Tenable Holdings sees FY22 EPS 32c-33c, consensus 19c 10/25/22 Tenable Holdings sees Q4 EPS 6c-7c, consensus 5c 10/25/22 Tenable Holdings reports Q3 diluted EPS 15c, consensus 3c 07/26/22 Tenable Holdings sees FY22 EPS 17c-20c, consensus 18c 11/03/22 Virgin Galactic reports Q3 EPS (55c), consensus (41c) 08/04/22 Virgin Galactic sees Q3 free cash flow ($120M)-($110M) 08/04/22 Virgin Galactic reports Q2 EPS (43c) vs (39c) last year 11/03/22 Starbucks sees FY23 adjusted EPS growth at low end of 15%-20% range 11/03/22 Starbucks reports Q4 adjusted EPS 81c, consensus 72c 11/03/22 Notable companies reporting after market close 09/13/22 Starbucks increases CapEx view to $2.5B-$3B annually from FY23-FY25 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 11/02/22 Rapid7 sees FY22 EPS 17c-20c, consensus 11c 11/02/22 Rapid7 sees Q4 EPS 17c-20c, consensus 20c 11/02/22 Rapid7 reports Q3 EPS 14c, consensus 6c 08/03/22 Rapid7 sees FY22 EPS 8c-15c, consensus 11c 11/03/22 Restaurant Brands reports Q3 EPS $1.17, consensus 80c 09/09/22 Restaurant Brands sees annual adjusted EPS impact of (10c)-(12c) from BK plan 08/04/22 Restaurant Brands reports Q2 EPS 76c, consensus 73c 11/02/22 Qualys sees Q4 adjusted EPS 89c-91c, consensus 89c 11/02/22 Qualys raises FY22 adjusted EPS view to $3.60-$3.62 from $3.50-$3.55 11/02/22 Qualys reports Q3 adjusted EPS 94c, consensus 86c 08/08/22 Qualys raises FY22 non-GAAP EPS view to $3.50-$3.55 from $3.13-$3.17 11/03/22 Peloton sees Q2 revenue $700M-$725M, consensus $874M 11/03/22 Peloton reports Q1 EPS ($1.20), consensus (64c) 11/02/22 Notable companies reporting before tomorrow's open $150.65 / +1.355 (+0.91%)
11/17/22 Palo Alto Networks sees FY23 adjusted EPS $3.37-$3.44, consensus $3.17 11/17/22 Palo Alto Networks sees Q2 adjusted EPS 76c-78c, consensus 71c 11/17/22 Palo Alto Networks reports Q1 adjusted EPS 83c, consensus 69c 11/17/22 Notable companies reporting after market close 11/30/22 Okta raises FY23 EPS view to (27c)-(26c) from (73c)-(70c), consensus (72c) 11/30/22 Okta sees Q4 adjusted EPS 9c-10c, consensus (11c) 11/30/22 Okta reports Q3 adjusted EPS 0c, consensus (24c) 11/30/22 Notable companies reporting after market close NTLA Intellia Therapeutics 11/03/22 Intellia Therapeutics reports Q3 EPS ($1.49), consensus ($1.28) 08/04/22 Intellia Therapeutics reports Q2 EPS ($1.33), consensus ($1.31) $248.24 / -21.11 (-7.84%)
10/27/22 McDonald's reports Q3 adjusted EPS $2.68, consensus $2.58 10/26/22 Notable companies reporting before tomorrow's open 07/26/22 McDonald's reports Q2 adjusted EPS $2.55, consensus $2.47 11/07/22 Lyft sees FY22 revenue $4.65B-$4.85B, consensus $4.08B 11/07/22 Lyft sees Q4 revenue $1.145B-$1.165B, consensus $1.17B 11/07/22 Lyft reports Q3 EPS ($1.18), consensus 7c 11/07/22 Notable companies reporting after market close 01/09/23 Lululemon narrows Q4 adjusted EPS view to $4.22-$4.27 from $4.20-$4.30 12/08/22 Lululemon sees FY22 EPS $9.87-$9.97, consensus $9.92 12/08/22 Lululemon sees Q4 EPS $4.20-$4.30, consensus $4.30 12/08/22 Lululemon reports Q3 EPS $2.00, consensus $1.97 11/02/22 Fortinet sees Q4 adjusted EPS 38c-40c, consensus 35c 11/02/22 Fortinet sees FY22 adjusted EPS $1.13-$1.15, consensus $1.05 11/02/22 Fortinet reports Q3 adjusted EPS 33c, consensus 27c 11/02/22 Notable companies reporting after market close 12/16/22 Darden revises FY23 EPS view to $7.60-$8.00 from $7.40-$8.00, consensus $7.71 12/16/22 Darden reports Q2 EPS $1.52, consensus $1.43 12/15/22 Notable companies reporting before tomorrow's open 10/13/22 Domino's Pizza reports Q3 EPS $2.79, consensus $2.97 10/12/22 Notable companies reporting before tomorrow's open 11/02/22 Dine Brands reports Q3 adjusted EPS $1.66, consensus $1.30 08/09/22 Dine Brands reports Q2 adjusted EPS $1.65, consensus $1.63 11/03/22 CyberArk sees Q4 EPS 7-20c , consensus 7c 11/03/22 CyberArk reports Q3 EPS (6c), consensus (20c) 11/03/22 CyberArk reports Q3 EPS (6c), consensus (20c) 08/10/22 CyberArk sees FY22 EPS (82c)-(57c), consensus (73c) 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 10/25/22 Chipotle reports Q3 adjusted EPS $9.51, consensus $9.21 07/26/22 Chipotle reports Q2 adjusted EPS $9.30, consensus $9.04 07/26/22 Notable companies reporting after market close 10/27/22 Check Point narrows FY22 EPS view to $7.20-$7.40, consensus $7.22 10/27/22 Check Point sees Q4 adjusted EPS $2.22-$2.42, consensus $2.33 10/27/22 Check Point reports Q3 EPS $1.77, consensus $1.67 08/01/22 Check Point reports Q2 EPS $1.64, consensus $1.62 11/01/22 Cheesecake Factory sees FY23 revenue $3.5B-$3.6B, consensus $3.48B 11/01/22 Cheesecake Factory sees Q4 revenue $900M-$930M, consensus $899.25M 11/01/22 Cheesecake Factory sees FY22 revenue roughly $3.33B, consensus $3.33B 11/01/22 Cheesecake Factory reports Q3 adjusted EPS (3c), consensus 28c 10/20/22 Blackstone reports Q3 distributable EPS $1.06, consensus 99c 10/19/22 Notable companies reporting before tomorrow's open 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
Initiation
JPMorgan analyst Brian…
JPMorgan analyst Brian Essex initiated coverage of SentinelOne with an Overweight rating and $18 price target. SentinelOne has established itself as a "best-of-breed" next generation endpoint protection leader with a "disruptive platform" that has enabled it to grow revenue and annual recurring revenue over 100% year-over-year, the analyst tells investors in a research note. The firm believes the company is prudently taking action to optimize costs in order to achieve its goal of profitability in fiscal 2025.
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01/17/23 Crowdstrike adds two executives to its leadership team 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 01/23/23 Guggenheim SentinelOne initiated with a Buy at Guggenheim 01/23/23 Deutsche Bank SentinelOne downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/12/23 Morgan Stanley SentinelOne downgraded at Morgan Stanley amid near-term security caution 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/09/22 Sell these stocks now, proven algorithm says 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings
Initiation
Guggenheim analyst…
Guggenheim analyst Raymond McDonough initiated coverage of SentinelOne with a Buy rating and $18 price target as the firm expands its coverage of the Cybersecurity sector. Cybersecurity, in aggregate, has traded at a discount to broader Software since October 2022, but the firm does not think now is the time to start getting more constructive given the view that 2023 estimates appear at risk as "security has proven not to be immune to macroeconomic pressures." SentinelOne has "followed a proven playbook and consolidated functionality in adjacent areas," the analyst tells investors.
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01/17/23 Crowdstrike adds two executives to its leadership team 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 01/23/23 Deutsche Bank SentinelOne downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/12/23 Morgan Stanley SentinelOne downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley SentinelOne downgraded to Equal Weight from Overweight at Morgan Stanley 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/09/22 Sell these stocks now, proven algorithm says 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings
Conference/Events
Software & Internet…
Software & Internet Analyst Gallo, along with Cyber Channel Consultant, Jim Gruzlewski, Channel Manager, discuss current demand environment and the Cyber competitive landscape on an Analyst/Industry conference call to be held on January 23 at 1 pm. Webcast Link
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01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% $148.53 / +2.475 (+1.69%)
12/12/22 Palo Alto Networks, Red Canary expand partnership 12/05/22 Palo Alto Networks director sells $6.4M in common stock 11/17/22 Palo Alto Networks CEO: We're taking a knife to our costs 11/17/22 Palo Alto Networks jumps 5% after Q1 results, FY23 guidance beat estimates 01/12/23 Okta says there will be some disruption from sales leadership changes 01/12/23 authID integrates Verified CloudConnect with Okta Workforce Identity Cloud 12/21/22 Okta says code repositories copied in early December GitHub hack 11/15/22 Okta debuts 'Okta for US Military' purpose-built identity environment for DoD 01/12/23 Fortinet announces participation in AT&T Pebble Beach Pro-Am 12/14/22 Fortinet announces five MSSP partners adopted Fortinet Secure SD-!AN 12/14/22 Arqit Quantum joins Fortinet Fabric-Ready Partner Program 11/28/22 Fortinet launches FortiGate Cloud-Native Firewall $104.22 / +0.815 (+0.79%)
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 01/12/23 Check Point announces Tzipi Ozer-Armon joins board 12/29/22 Check Point expands collaboration with Intel for anti-ransomware capabilities 10/20/22 Check Point introduces Check Point Quantum platform 10/13/22 Check Point launches Managed Security Service Providers Program $148.53 / +2.475 (+1.69%)
01/23/23 Deutsche Bank Palo Alto Networks price target lowered to $165 from $217 at Deutsche Bank 01/18/23 Scotiabank Palo Alto Networks initiated with an Outperform at Scotiabank 01/17/23 Guggenheim Palo Alto Networks downgraded to Neutral from Buy at Guggenheim 01/12/23 Morgan Stanley Palo Alto Networks price target lowered to $220 from $268 at Morgan Stanley 01/23/23 Deutsche Bank Fortinet price target lowered to $53 from $63 at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts 'core holding' Fortinet at Outperform 01/17/23 Scotiabank Fortinet initiated with an Outperform at Scotiabank 01/13/23 BTIG Fortinet downgraded to Neutral from Buy at BTIG 01/23/23 Deutsche Bank Check Point downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank Scotiabank starts Check Point at Outperform, says worst margin declines behind 01/17/23 Scotiabank Check Point initiated with an Outperform at Scotiabank 01/17/23 Citi Citi upgrades 'too cheap' Check Point to Neutral $104.22 / +0.815 (+0.79%)
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 01/23/23 Deutsche Bank SentinelOne downgraded to Hold from Buy at Deutsche Bank 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/12/23 Morgan Stanley SentinelOne downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley SentinelOne downgraded to Equal Weight from Overweight at Morgan Stanley 01/23/23 Deutsche Bank Okta price target raised to $90 from $80 at Deutsche Bank 01/18/23 Scotiabank Okta initiated with an Outperform at Scotiabank 01/18/23 KeyBanc Okta price target raised to $80 from $72 at KeyBanc 01/05/23 Piper Sandler Okta price target raised to $90 from $80 at Piper Sandler 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close $148.53 / +2.475 (+1.69%)
11/17/22 Palo Alto Networks sees FY23 adjusted EPS $3.37-$3.44, consensus $3.17 11/17/22 Palo Alto Networks sees Q2 adjusted EPS 76c-78c, consensus 71c 11/17/22 Palo Alto Networks reports Q1 adjusted EPS 83c, consensus 69c 11/17/22 Notable companies reporting after market close 11/30/22 Okta raises FY23 EPS view to (27c)-(26c) from (73c)-(70c), consensus (72c) 11/30/22 Okta sees Q4 adjusted EPS 9c-10c, consensus (11c) 11/30/22 Okta reports Q3 adjusted EPS 0c, consensus (24c) 11/30/22 Notable companies reporting after market close 11/02/22 Fortinet sees Q4 adjusted EPS 38c-40c, consensus 35c 11/02/22 Fortinet sees FY22 adjusted EPS $1.13-$1.15, consensus $1.05 11/02/22 Fortinet reports Q3 adjusted EPS 33c, consensus 27c 11/02/22 Notable companies reporting after market close $104.22 / +0.815 (+0.79%)
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 10/27/22 Check Point narrows FY22 EPS view to $7.20-$7.40, consensus $7.22 10/27/22 Check Point sees Q4 adjusted EPS $2.22-$2.42, consensus $2.33 10/27/22 Check Point reports Q3 EPS $1.77, consensus $1.67 08/01/22 Check Point reports Q2 EPS $1.64, consensus $1.62 $148.53 / +2.475 (+1.69%)
01/06/23 White House to unveil cybersecurity strategy, Washington Post reports 11/17/22 Palo Alto to acquire Cider Security for $300M, Calcalist reports 10/21/22 Cybereason taps JPMorgan to help find buyer, The Information says 09/19/22 Palo Alto Networks near deal to buy Apiiro for about $600M, Calcalist says 01/10/23 Chief Revenue Officer leaving Okta, The Information reports 12/21/22 Okta repositories hacked, source code stolen, BleepingComputer reports $104.22 / +0.815 (+0.79%)
07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/09/22 Sell these stocks now, proven algorithm says $148.53 / +2.475 (+1.69%)
01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/03/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/01/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/18/22 What You Missed On Wall Street On Friday 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 01/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Fly Intel: After-Hours Movers 10/10/22 What You Missed On Wall Street On Monday 10/10/22 What You Missed On Wall Street This Morning $104.22 / +0.815 (+0.79%)
01/23/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/21/23 Buy/Sell: Wall Street's top 10 stock calls this week 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 08/01/22 What You Missed On Wall Street On Monday 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings $148.53 / +2.475 (+1.69%)
11/17/22 Palo Alto Networks options imply 5.6% move in share price post-earnings 09/28/22 Largest borrow rate increases among liquid names 09/15/22 Notable open interest changes for September 15th 08/22/22 Palo Alto Networks options imply 7.6% move in share price post-earnings 12/02/22 Unusually active option classes on open December 2nd 11/30/22 Okta options imply 14.2% move in share price post-earnings 11/23/22 Okta call volume above normal and directionally bullish 09/02/22 Unusually active option classes on open September 2nd 11/16/22 Fortinet put volume heavy and directionally bearish 11/14/22 Fortinet put volume heavy and directionally bearish $104.22 / +0.815 (+0.79%)
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
Downgrade
Deutsche Bank analyst…
Deutsche Bank analyst Brad Zelnick downgraded SentinelOne to Hold from Buy with a price target of $15, down from $20. The analyst's fieldwork suggests "intensifying competition of late" with SentinelOne moving upmarket and pressuring CrowdStrike's premium price point, resulting in greater discounting. The firm expects endpoint security to only become more competitive. The analyst expects 2023 to be another volatile year for software stocks with investors seeking confirmation of a bottom as fundamentals "likely deteriorate further." Deutsche prefers earlier cycle names within software for 2023 over later ones, and tells investors to "selectively begin picking away at quality growth."
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01/17/23 Crowdstrike adds two executives to its leadership team 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 01/18/23 Scotiabank SentinelOne initiated with a Sector Perform at Scotiabank 01/12/23 Morgan Stanley SentinelOne downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley SentinelOne downgraded to Equal Weight from Overweight at Morgan Stanley 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/09/22 Sell these stocks now, proven algorithm says 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings
Initiation
Scotiabank analyst…
Scotiabank analyst Patrick Colville initiated coverage of SentinelOne with a Sector Perform rating and $13 price target. The analyst states that his checks are positive on the company's product market fit within the large endpoint security market, and he expects SentinelOne to gain share and increase average revenue per user. Colville adds however that while the medium-term opportunity for the company is "compelling", consensus expectations for annualized recurring revenue growth of over 50% - the fastest across all public software companies - looks "aggressive against a backdrop of softening IT spend".
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01/17/23 Crowdstrike adds two executives to its leadership team 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 01/12/23 Morgan Stanley SentinelOne downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley SentinelOne downgraded to Equal Weight from Overweight at Morgan Stanley 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/12/23 BofA SentinelOne downgraded to Neutral from Buy at BofA 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/09/22 Sell these stocks now, proven algorithm says 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings
Conference/Events
Software Analysts discuss…
Software Analysts discuss the latest on recent major security breaches, latest trends and insights into Cyber Security and key vendors on an Analyst/Industry conference call to be held on January 17 at 11 am. Webcast Link
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12/27/22 Zscaler director buys $543.9K in common stock 12/19/22 Zscaler becomes member of JCDC to enhance U.S. cybersecurity position 12/14/22 Zscaler, Alithya Group announce partnership 12/12/22 Women's Tennis Association selects Zscaler Zero Trust Exchange 01/17/23 Varonis introduces least privilege automation 12/20/22 Varonis' cloud-hosted data security platform achieves SOC 2 Type II compliance 11/29/22 Varonis launches HackerOne vulnerability disclosure program 10/31/22 Varonis falls 14% to $22.99 after Q3 earnings miss, FY22 guidance cut 10/31/22 Tenable announces Michelle VonderHaar as chief legal officer, general counsel 10/11/22 Tenable Holdings announces creation of Tenable Research Alliance Program 10/04/22 Tenable Holdings announces release of Tenable One 09/20/22 Tenable Holdings appoints Grant to Chief Information Officer 12/01/22 Splunk announces five-year extension of collaboration agreement with AWS 10/18/22 Starboard's Smith says Splunk 'may be a candidate to be taken over' 10/17/22 Splunk names Sharyl Givens chief people officer 10/16/22 Fly Intel: Top five weekend stock stories 01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 12/12/22 Palo Alto Networks, Red Canary expand partnership 12/05/22 Palo Alto Networks director sells $6.4M in common stock 11/17/22 Palo Alto Networks CEO: We're taking a knife to our costs 11/17/22 Palo Alto Networks jumps 5% after Q1 results, FY23 guidance beat estimates 01/12/23 Okta says there will be some disruption from sales leadership changes 01/12/23 authID integrates Verified CloudConnect with Okta Workforce Identity Cloud 12/21/22 Okta says code repositories copied in early December GitHub hack 11/15/22 Okta debuts 'Okta for US Military' purpose-built identity environment for DoD 01/17/23 Cloudflare appoints Winslow as VP of Strategic Finance, Treasury, IR 01/13/23 Cloudflare wins CISA contract for registry, authoritative DNS services 01/12/23 Cloudflare expands relationship with Microsoft 01/10/23 Palantir, Cloudflare enter strategic partnership 01/12/23 Fortinet announces participation in AT&T Pebble Beach Pro-Am 12/14/22 Fortinet announces five MSSP partners adopted Fortinet Secure SD-!AN 12/14/22 Arqit Quantum joins Fortinet Fabric-Ready Partner Program 11/28/22 Fortinet launches FortiGate Cloud-Native Firewall 01/02/23 Cellebrite names Zohar Tadmor-Eilat Chief People Officer 12/21/22 CyberArk appoints Omer Grossman Global Chief Information Officer 09/19/22 CyberArk appoints Peretz Regev as chief product officer 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 $129.87 / +0.885 (+0.69%)
01/12/23 Check Point announces Tzipi Ozer-Armon joins board 12/29/22 Check Point expands collaboration with Intel for anti-ransomware capabilities 10/20/22 Check Point introduces Check Point Quantum platform 10/13/22 Check Point launches Managed Security Service Providers Program $129.87 / +0.885 (+0.69%)
01/17/23 Wells Fargo Check Point upgraded to Equal Weight from Underweight at Wells Fargo 01/05/23 Jefferies Check Point upgraded to Buy from Hold at Jefferies 01/05/23 Piper Sandler Check Point price target raised to $130 from $125 at Piper Sandler 11/02/22 Macquarie Check Point initiated with a Neutral at Macquarie 01/12/23 Morgan Stanley CyberArk price target lowered to $162 from $184 at Morgan Stanley 01/11/23 Barclays CyberArk price target lowered to $150 from $168 at Barclays 01/05/23 Piper Sandler CyberArk price target lowered to $160 from $190 at Piper Sandler 01/03/23 SMBC Nikko CyberArk initiated with a Neutral at SMBC Nikko 01/12/23 Morgan Stanley Crowdstrike price target lowered to $135 from $172 at Morgan Stanley 01/09/23 Truist Crowdstrike price target lowered to $175 from $200 at Truist 01/05/23 Jefferies Crowdstrike downgraded to Hold from Buy at Jefferies 01/05/23 Piper Sandler Crowdstrike price target lowered to $170 from $175 at Piper Sandler 01/13/23 BTIG Fortinet downgraded to Neutral from Buy at BTIG 01/11/23 Barclays Fortinet price target lowered to $56 from $57 at Barclays 01/05/23 Piper Sandler Fortinet price target lowered to $57 from $60 at Piper Sandler 12/22/22 Morgan Stanley Fortinet price target raised to $71 from $66 at Morgan Stanley 01/17/23 Guggenheim Cloudflare downgraded to Sell from Neutral at Guggenheim 01/17/23 Piper Sandler Cloudflare price target lowered to $46 from $58 at Piper Sandler 01/09/23 Truist Cloudflare price target lowered to $57 from $80 at Truist 11/28/22 JPMorgan Cloudflare assumed with Neutral from Underweight at JPMorgan 01/05/23 Piper Sandler Okta price target raised to $90 from $80 at Piper Sandler 01/03/23 SMBC Nikko Okta initiated with an Outperform at SMBC Nikko 12/22/22 Piper Sandler Okta security incident 'non-event overall,' says Piper Sandler 12/21/22 Wolfe Research Another Okta incident raises chance of activism, says Wolfe Research 01/17/23 Guggenheim Palo Alto Networks downgraded to Neutral from Buy at Guggenheim 01/12/23 Morgan Stanley Palo Alto Networks price target lowered to $220 from $268 at Morgan Stanley 01/05/23 Piper Sandler Palo Alto Networks price target lowered to $220 from $230 at Piper Sandler 12/28/22 Cantor Fitzgerald Riot, Rivian among Cantor's top technology picks for 2023 01/12/23 Morgan Stanley SentinelOne downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley SentinelOne downgraded to Equal Weight from Overweight at Morgan Stanley 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/12/23 BofA SentinelOne downgraded to Neutral from Buy at BofA 01/17/23 Guggenheim Splunk downgraded to Neutral from Buy at Guggenheim 12/15/22 Wedbush Wedbush initiates Splunk with a Neutral and $86 price target 12/14/22 Wedbush Splunk initiated with a Neutral at Wedbush 12/12/22 RBC Capital Coupa Software upgraded to Sector Perform from Underperform at RBC Capital 01/12/23 Morgan Stanley Tenable Holdings downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley Tenable Holdings downgraded to Equal Weight from Overweight at Morgan Stanley 01/11/23 Barclays Tenable Holdings price target raised to $42 from $40 at Barclays 01/05/23 Piper Sandler Tenable Holdings price target lowered to $50 from $55 at Piper Sandler 01/11/23 Barclays Varonis price target raised to $26 from $22 at Barclays 01/09/23 Truist Varonis price target lowered to $35 from $40 at Truist 01/05/23 Jefferies Varonis downgraded to Hold from Buy at Jefferies 01/05/23 Piper Sandler Varonis price target raised to $23 from $20 at Piper Sandler 01/17/23 Guggenheim Zscaler downgraded to Neutral from Buy at Guggenheim 01/12/23 Morgan Stanley Zscaler downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley Zscaler downgraded to Equal Weight from Overweight at Morgan Stanley 01/10/23 Needham Zscaler named 2023 Top Pick, added to Conviction List at Needham 12/01/22 Zscaler raises FY23 EPS view to $1.23-$1.25 from $1.16-$1.18, consensus $1.18 12/01/22 Zscaler sees Q2 EPS 29c-30c, consensus 26c 12/01/22 Zscaler reports Q1 EPS 29c, consensus 26c 12/01/22 Notable companies reporting after market close 10/31/22 Varonis cuts FY22 EPS view to 14c-15c from 19c-22c, consensus 20c 10/31/22 Varonis sees Q4 EPS 17c-18c, consensus 22c 10/31/22 Varonis reports Q3 EPS 5c, consensus 6c 08/01/22 Varonis sees FY22 EPS 19c-22c, consensus 17c 10/25/22 Tenable Holdings sees FY22 EPS 32c-33c, consensus 19c 10/25/22 Tenable Holdings sees Q4 EPS 6c-7c, consensus 5c 10/25/22 Tenable Holdings reports Q3 diluted EPS 15c, consensus 3c 07/26/22 Tenable Holdings sees FY22 EPS 17c-20c, consensus 18c 11/30/22 Splunk raises FY23 revenue view to $3.455B-$3.485B from $3.35B-$3.4B 11/30/22 Splunk sees Q4 revenue $1.055B-$1.085B, consensus $1.06B 11/30/22 Splunk reports Q3 adjusted EPS 83c, consensus 25c 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 11/17/22 Palo Alto Networks sees FY23 adjusted EPS $3.37-$3.44, consensus $3.17 11/17/22 Palo Alto Networks sees Q2 adjusted EPS 76c-78c, consensus 71c 11/17/22 Palo Alto Networks reports Q1 adjusted EPS 83c, consensus 69c 11/17/22 Notable companies reporting after market close 11/30/22 Okta raises FY23 EPS view to (27c)-(26c) from (73c)-(70c), consensus (72c) 11/30/22 Okta sees Q4 adjusted EPS 9c-10c, consensus (11c) 11/30/22 Okta reports Q3 adjusted EPS 0c, consensus (24c) 11/30/22 Notable companies reporting after market close 11/03/22 Cloudflare raises FY22 EPS view to 11c-12c from 3c-4c, consensus 3c 11/03/22 Cloudflare sees Q4 adjusted EPS 4c-5c, consensus 1c 11/03/22 Cloudflare reports Q3 adjusted EPS 6c, consensus 0c 11/03/22 Notable companies reporting after market close 11/02/22 Fortinet sees Q4 adjusted EPS 38c-40c, consensus 35c 11/02/22 Fortinet sees FY22 adjusted EPS $1.13-$1.15, consensus $1.05 11/02/22 Fortinet reports Q3 adjusted EPS 33c, consensus 27c 11/02/22 Notable companies reporting after market close 11/03/22 CyberArk sees Q4 EPS 7-20c , consensus 7c 11/03/22 CyberArk reports Q3 EPS (6c), consensus (20c) 11/03/22 CyberArk reports Q3 EPS (6c), consensus (20c) 08/10/22 CyberArk sees FY22 EPS (82c)-(57c), consensus (73c) 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 $129.87 / +0.885 (+0.69%)
10/27/22 Check Point narrows FY22 EPS view to $7.20-$7.40, consensus $7.22 10/27/22 Check Point sees Q4 adjusted EPS $2.22-$2.42, consensus $2.33 10/27/22 Check Point reports Q3 EPS $1.77, consensus $1.67 08/01/22 Check Point reports Q2 EPS $1.64, consensus $1.62 10/16/22 Activist Starboard built nearly 5% stake in Splunk, WSJ reports 11/17/22 Palo Alto to acquire Cider Security for $300M, Calcalist reports 09/19/22 Palo Alto Networks near deal to buy Apiiro for about $600M, Calcalist says 01/10/23 Chief Revenue Officer leaving Okta, The Information reports 12/21/22 Okta repositories hacked, source code stolen, BleepingComputer reports 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports $129.87 / +0.885 (+0.69%)
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 12/02/22 What You Missed On Wall Street On Friday 12/02/22 What You Missed On Wall Street This Morning 11/14/22 Fly Insider: Compass Therapeutics, Hershey among week's notable insider trades 11/01/22 What You Missed On Wall Street On Tuesday 11/01/22 What You Missed On Wall Street This Morning 10/25/22 Fly Intel: After-Hours Movers 10/21/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 07/26/22 Fly Intel: After-Hours Movers 12/15/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/09/22 Sell these stocks now, proven algorithm says 12/03/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/01/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/18/22 What You Missed On Wall Street On Friday 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/03/22 Fly Intel: After-Hours Movers 10/17/22 What You Missed On Wall Street On Monday 01/13/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Fly Intel: After-Hours Movers 10/10/22 What You Missed On Wall Street On Monday 10/10/22 What You Missed On Wall Street This Morning 09/30/22 What You Missed On Wall Street On Friday 09/30/22 What You Missed On Wall Street This Morning 09/30/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/08/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/17/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/10/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/05/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations $129.87 / +0.885 (+0.69%)
01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 11/02/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 08/01/22 What You Missed On Wall Street On Monday 01/05/23 Zscaler put volume heavy and directionally bearish 12/01/22 Zscaler options imply 10.0% move in share price post-earnings 10/27/22 Zscaler call volume above normal and directionally bullish 10/26/22 Zscaler call volume above normal and directionally bullish 10/31/22 Varonis options imply 9.1% move in share price post-earnings 11/30/22 Splunk options imply 11.5% move in share price post-earnings 11/28/22 Splunk put volume heavy and directionally bearish 11/25/22 Splunk call volume above normal and directionally bullish 10/12/22 Splunk put volume heavy and directionally bearish 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings 11/17/22 Palo Alto Networks options imply 5.6% move in share price post-earnings 09/28/22 Largest borrow rate increases among liquid names 09/15/22 Notable open interest changes for September 15th 08/22/22 Palo Alto Networks options imply 7.6% move in share price post-earnings 12/02/22 Unusually active option classes on open December 2nd 11/30/22 Okta options imply 14.2% move in share price post-earnings 11/23/22 Okta call volume above normal and directionally bullish 09/02/22 Unusually active option classes on open September 2nd 01/09/23 Cloudflare call volume above normal and directionally bullish 12/09/22 Cloudflare call volume above normal and directionally bullish 12/07/22 Cloudflare call volume above normal and directionally bullish 11/17/22 Cloudflare put volume heavy and directionally bearish 11/16/22 Fortinet put volume heavy and directionally bearish 11/14/22 Fortinet put volume heavy and directionally bearish 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 08/24/22 Unusually active option classes on open August 24th
Hot Stocks
CrowdStrike (CRWD)…
CrowdStrike (CRWD) announced that two key executives have joined its leadership team. Daniel Bernard has been appointed as chief business officer, and Raj Rajamani has been named chief product officer, DICE. Bernard will report directly to CrowdStrike founder and CEO, George Kurtz. Rajamani will report to CrowdStrike's chief product & engineering officer, Amol Kulkarni. Bernard and Rajamani, who most recently served as the chief marketing officer and chief product officer at SentinelOne (S), respectively, bring experience with high-growth, disruptive cloud and SaaS businesses.
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01/12/23 SentinelOne selected by JCDC to strengthen U.S. cybersecurity 12/06/22 SentinelOne reports Q3 ARR up 106% to $487.4M 11/30/22 SentinelOne falls -10.9% 11/30/22 SentinelOne falls -12.5% 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 11/29/22 Crowdstrike sees Q4 ARR below Q3 levels by up to 10% 01/12/23 Morgan Stanley Crowdstrike price target lowered to $135 from $172 at Morgan Stanley 01/09/23 Truist Crowdstrike price target lowered to $175 from $200 at Truist 01/05/23 Jefferies Crowdstrike downgraded to Hold from Buy at Jefferies 01/05/23 Piper Sandler Crowdstrike price target lowered to $170 from $175 at Piper Sandler 01/12/23 Morgan Stanley SentinelOne downgraded at Morgan Stanley amid near-term security caution 01/12/23 Morgan Stanley SentinelOne downgraded to Equal Weight from Overweight at Morgan Stanley 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/12/23 BofA SentinelOne downgraded to Neutral from Buy at BofA 12/06/22 SentinelOne sees FY23 revenue $420M-$421M, consensus $416.3M 12/06/22 SentinelOne sees Q4 revenue $125M, consensus $124.6M 12/06/22 SentinelOne reports Q3 EPS (35c), consensus (22c) 12/06/22 Notable companies reporting after market close 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 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 01/12/23 What You Missed On Wall Street On Thursday 01/12/23 What You Missed On Wall Street This Morning 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 09/09/22 Sell these stocks now, proven algorithm says 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/17/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/10/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/05/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/03/23 SentinelOne call volume above normal and directionally bullish 12/08/22 SentinelOne call volume above normal and directionally bullish 12/06/22 SentinelOne call volume above normal and directionally bullish 08/31/22 SentinelOne options imply 7.5% move in share price post-earnings 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 08/24/22 Unusually active option classes on open August 24th
