Yesterday
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Catch up on the…
Catch up on the weekend's top five stories with this list compiled by The Fly: 1. The U.S. Consumer Product Safety Commission issued a bulletin on Saturday about the "danger of popular Peloton Tread+ exercise machine after multiple incidents of small children and a pet being injured beneath the machines. The Commission has found that the public health and safety requires this notice to warn the public quickly of the hazard." The warning comes less than a month after Peloton itself released news of a child's death by a Peloton Tread+. The agency is continuing to investigate all known incidents of injury or death related to the Peloton Tread+. To date, CPSC is aware of 39 incidents including one death." Meanwhile, Peloton (PTON) said in a statement that, "The company is troubled by the Consumer Product Safety Commission's unilateral press release about the Peloton Tread+ because it is inaccurate and misleading. There is no reason to stop using the Tread+, as long as all warnings and safety instructions are followed. Children under 16 should never use the Tread+, and Members should keep children, pets, and objects away from the Tread+ at all times. Peloton was shocked and devastated to learn in March that a child died while using the Tread+. Within a day of learning this news, Peloton notified CPSC. While preparing its report to CPSC, Peloton learned through a doctor's report to CPSC's public database that a child had experienced a brain injury. Peloton spoke to the family who reported that and the child is expected to fully recover. Not wanting to delay in notifying Members, on March 18, 2021, Peloton's co-founder and CEO John Foley sent an urgent reminder directly to Tread+ Members to follow the critical warnings and safety instructions that accompany the Tread+, which state that children, pets, and objects should be kept clear of the Tread+ at all times." 2. Two men died after a Tesla (TSLA) vehicle that authorities believe was operating without anyone in the driver's seat crashed into a tree Saturday night north of Houston, The Wall Street Journal's Rebecca Elliott reported. One of the men was in the front passenger's seat and the other was in the back seat of the Tesla, which was traveling at high speed along a curve before it hit a tree around 11:25pm local time, Harris County Precinct 4 Constable Mark Herman said in an interview. 3. Coinbase Global (COIN) issued stock at an ideal moment-the value of the cryptocurrency market has doubled in just the past two months, Bitcoin is booming, and institutional investors are scrambling to get in, Avi Salzman wrote in this week's edition of Barron's. Coinbase is "the real deal," a novel company with competitive advantages that have enabled it to increase market share despite fierce rivals, the author contends. The stock may falter in the next crypto downturn, but its current valuation does not look unreasonable, Salzman said, adding that there is good reason to believe the stock could rise significantly. 4. Legendary and AT&T (T) subsidiary Warner Bros.' "Godzilla vs. Kong" stayed number 1 in its third outing with an estimated $7.7M domestically to hit $80.5M through Sunday. Overseas, the movie grossed another $12.2M for a total of $309.7M and $390.2M worldwide, passing up "Tenet" at $365M. 5. PetIQ (PETQ), ChargePoint Holdings (CHPT), EVgo, Volta, EVbox, O'Reilly Automotive (ORLY) saw positive mentions in this week's edition of Barron's.
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04/17/21 Tesla CEO sees 'limited production of Model Y this year' at 'Giga Texas' factory 04/16/21 EU passenger car registrations up 87.3% in March, up 3.2% in Q1 04/09/21 Tesla CEO offers 'congrats to NIO' on 100,000 vehicle milestone 04/02/21 Tesla reports Q1 deliveries of 184,800, production of 180,338 04/14/21 AT&T to invest $2B over next three years to help address digital divide 04/11/21 Fly Intel: Top five weekend stock stories 04/09/21 AT&T to record Q1 non-cash pre-tax actuarial gain of $2.8B on pension obligation 04/05/21 ViacomCBS to acquire Chilevision from WarnerMedia, terms not disclosed 04/18/21 Peloton refutes consumer product safety commission claims 04/17/21 U.S. safety agency tells consumers to stop using new Peloton treadmill 04/01/21 Peloton says it officially closes $420M Precor acquisition 02/04/21 Peloton drops 7% to $147.17 following Q2 results 11/05/20 PetIQ re-opened ~95% of community clinics, wellness centers as of September 30 03/26/21 O'Reilly Automotive to appoint Greg Henslee as executive chairman of the board 11/25/20 O'Reilly Automotive chairman sells 20K shares of common stock $341.27 / +15.78 (+4.85%)
04/14/21 Cathie Wood's ARK Investment discloses 752.2K shares of Coinbase bought today 04/13/21 Coinbase updates on conversion of Class B shares to Class A shares 04/06/21 Crypto Council for Innovation launches with Square,Coinbase, Fidelity as members 03/22/21 Coinbase ordered to pay $6.5M by CFTC for false, misleading reporting 04/01/21 ChargePoint rises 11.3% 04/01/21 ChargePoint rises 9.0% 03/31/21 ChargePoint rises 16.0% 03/30/21 ChargePoint sees 'significant progress' toward collaborative's $1B charging goal 04/07/21 KeyBanc Peloton Bike OTD times improving further, says KeyBanc 04/06/21 Credit Suisse Peloton initiated with an Outperform at Credit Suisse 04/05/21 Evercore ISI Peloton assumed at In Line from Outperform at Evercore ISI 03/31/21 Wolfe Research Peloton initiated with a Peer Perform at Wolfe Research 04/13/21 Credit Suisse Credit Suisse ahead of consensus into Q1 EPS for Tesla 04/12/21 Fly Intel: Top five analyst upgrades 04/12/21 Canaccord Canaccord upgrades Tesla with over $1,000 target on 'Apple-esque' ecosystem 04/12/21 Canaccord Tesla upgraded to Buy from Hold at Canaccord $341.27 / +15.78 (+4.85%)
04/15/21 Loop Capital Loop Capital starts Coinbase at Buy, sees 'lots of runway before takeoff' 04/15/21 Loop Capital Coinbase initiated with a Buy at Loop Capital 04/15/21 Fly Intel: Top five analyst initiations 04/15/21 DA Davidson Coinbase price target raised to $650 from $440 at DA Davidson 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 03/10/21 BTIG Fortinet price target raised to $205 from $183 at BTIG 03/05/21 JPMorgan JPMorgan sees AT&T rallying into analyst meeting, but not after 10/15/20 Jefferies PetIQ assumed with a Buy at Jefferies 08/17/20 Guggenheim Zoetis price target raised to $175 from $139 at Guggenheim 07/01/20 Raymond James PetIQ price target raised to $41 from $35 at Raymond James 06/25/20 Guggenheim PetIQ price target raised to $44 from $33.50 at Guggenheim 04/16/21 ChargePoint initiated with Buy, $29 target at R.F. Lafferty 03/25/21 Citi ChargePoint initiated with a Neutral at Citi 03/08/21 Cowen ChargePoint initiated with an Outperform at Cowen 03/08/21 Cowen ChargePoint initiated with an Outperform at Cowen 03/29/21 Wells Fargo O'Reilly Automotive price target raised to $575 from $535 at Wells Fargo 03/26/21 Stephens O'Reilly Automotive price target raised to $575, named Best Idea at Stephens 03/17/21 Wells Fargo O'Reilly Automotive price target raised to $535 from $525 at Wells Fargo 03/17/21 Wells Fargo Advance Auto Parts price target raised to $185 from $165 at Wells Fargo 01/27/21 Tesla reports Q4 non-GAAP EPS 80c, consensus $1.01 01/27/21 Notable companies reporting after market close 10/21/20 Tesla reports Q3 non-GAAP EPS 76c, consensus 56c 10/21/20 Notable companies reporting after market close 03/12/21 AT&T backs FY21 adjusted EPS view of stable with 2020, consensus $3.14 01/27/21 AT&T expects FY21 adjusted EPS to be stable with 2020, consensus $3.16 01/27/21 AT&T reports Q4 adjusted EPS 75c, consensus 73c 01/26/21 Notable companies reporting before tomorrow's open 02/16/21 Tiger Global bought DoorDash and 1Life during Q4, sold out of Alphabet 02/04/21 Peloton sees fiscal 2021 revenue $4.075B or more, consensus $3.95B 02/04/21 Peloton sees Q3 revenue $1.10B, consensus $1.09B 02/04/21 Peloton reports Q2 EPS 18c, consensus 9c 02/25/21 PetIQ reports Q4 EPS (41c), consensus (10c) 11/05/20 PetIQ says FY20 guidance remains suspended due to COVID-19 11/05/20 PetIQ reports Q3 EPS ($2.53), may not compare to consensus 16c 02/10/21 O'Reilly Automotive sees FY21 EPS $22.70-$22.90, consensus $23.32 02/10/21 O'Reilly Automotive reports Q4 EPS $5.40, consensus $5.13 02/10/21 Notable companies reporting after market close 10/28/20 O'Reilly Automotive not resuming guidance at this time $341.27 / +15.78 (+4.85%)
04/06/21 Coinbase gives Q2, FY21 expenses guidance 04/06/21 Coinbase reports Q1 estimated total revenue of $1.8B 03/11/21 ChargePoint sees Q1 revenue $35M-$40M 03/11/21 ChargePoint reports Q4 EPS ($5.29) vs. ($3.05) last year 03/11/21 Notable companies reporting after market close
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04/15/21 CBS to combine CBS News, CBS TV Stations into one divisional structure 03/26/21 ViacomCBS Class A trading resumes 03/26/21 ViacomCBS Class A trading halted, volatility trading pause 03/26/21 Discovery, Farfetch weakness attributed to block trade offerings 03/26/21 ViacomCBS Class B trading resumes 04/14/21 AT&T to invest $2B over next three years to help address digital divide 04/11/21 Fly Intel: Top five weekend stock stories 04/09/21 AT&T to record Q1 non-cash pre-tax actuarial gain of $2.8B on pension obligation 04/05/21 ViacomCBS to acquire Chilevision from WarnerMedia, terms not disclosed 04/16/21 New 'Monster Hunter: Rise' was March's 2nd best-selling game in U.S., says NPD 04/16/21 Video game spending grew 18% y/y to $5.6B in March, says NPD 04/13/21 Epic Games completes $1B round of funding, including $200M investment from Sony 04/08/21 Arkane delays upcoming PS5 game 'Deathloop' to September 14, 2021 12/02/20 Starz announces launch of direct to consumer 'Lionsgate Play' in India 04/01/21 Hemisphere Media acquires Lionsgate's remaining stake in Pantaya video service 03/23/21 Disney confirms 'Cruella' and 'Black Widow' to debut in theaters and on Disney+ 03/02/21 Lionsgate and STARZ close output deal 02/26/21 Lionsgate, Sony Pictures enter multi-year distribution agreement 04/15/21 Disney suspends U.S. cruise departures though June 04/08/21 Avengers Campus will open at Disneyland on June 4, CNBC says 04/08/21 Disney Cruise Line cancels U.S. departures through June 2021 03/19/21 NBCUniversal, NFL reach 11-year extension, expansion for Sunday Night Football 02/19/21 Comcast delays data cap plan implementation in Northeast until 2022 04/05/21 PPL Corp. names Gregory Dudkin as COO 03/30/21 Comcast's Universal Studios Hollywood to reopen park on April 16 03/29/21 Comact launches Disney+ and ESPN+ on Xfinity 03/28/21 Fly Intel: Top five weekend stock stories 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 03/10/21 BTIG Fortinet price target raised to $205 from $183 at BTIG 03/05/21 JPMorgan JPMorgan sees AT&T rallying into analyst meeting, but not after 04/16/21 Fly Intel: Top five analyst upgrades 04/16/21 Raymond James Comcast upgraded to Outperform from Market Perform at Raymond James 04/16/21 Raymond James Comcast upgraded to Outperform from Market Perform at Raymond James 04/12/21 Pivotal Research Comcast price target raised to $65 from $63 at Pivotal Research 02/23/21 Credit Suisse SeaWorld price target raised to $52 from $34 at Credit Suisse 10/07/20 Benchmark Benchmark would be 'aggressive buyer' of Comcast amid broader market weakness 09/22/20 Benchmark Comcast price target raised to $60 from $54 at Benchmark 09/16/20 Pivotal Research Comcast price target raised to $60 from $52 at Pivotal Research 04/09/21 Benchmark Netflix deal for Sony films 'hardly transformative,' says Benchmark 03/08/21 Macquarie Sony downgraded to Neutral from Outperform at Macquarie 03/08/21 BofA BofA says buy AMD and Nvidia as Steam data points to GPU upgrade tailwinds 01/12/21 Citi Sony PS5 sales to date 'steady but somewhat disappointing,' says Citi 02/08/21 Deutsche Bank Lionsgate price target raised to $16 from $12 at Deutsche Bank 02/05/21 RBC Capital Lionsgate price target raised to $13 from $7 at RBC Capital 01/28/21 Macquarie Lionsgate price target raised to $18 from $12 at Macquarie 11/02/20 Morgan Stanley Lionsgate assumed with an Equal Weight at Morgan Stanley 09/02/20 Barrington Lionsgate price target raised to $14 from $10 at Barrington 05/05/20 Canaccord Lionsgate price target lowered to $13 from $16 at Canaccord 04/16/21 Truist Disney price target raised to $205 from $195 at Truist 04/16/21 UBS Disney checks show improving backdrop, says UBS 04/08/21 KeyBanc Netflix, Disney superior retention reinforces scale advantages, says KeyBanc 03/29/21 Loop Capital ViacomCBS upgraded to Hold at Loop Capital after share price decline 01/05/21 Gabelli ViacomCBS named a best idea for 2021 at Gabelli 07/13/20 Fly Intel: Top five analyst initiations 07/13/20 Fly Intel: Top five analyst downgrades 04/07/21 Wolfe Research Wolfe upgrades ViacomCBS to Outperform, sees 58% share upside 04/07/21 Wolfe Research ViacomCBS upgraded to Outperform from Peer Perform at Wolfe Research 03/30/21 Fly Intel: Top five analyst upgrades 03/30/21 Gabelli ViacomCBS upgraded to Buy from Hold at Gabelli 11/06/20 ViacomCBS reports Q3 adj. EPS 91c, consensus 80c 02/24/21 ViacomCBS reports Q4 EPS $1.04, consensus $1.02 02/24/21 Notable companies reporting after market close 11/05/20 Notable companies reporting before tomorrow's open 03/12/21 AT&T backs FY21 adjusted EPS view of stable with 2020, consensus $3.14 01/27/21 AT&T expects FY21 adjusted EPS to be stable with 2020, consensus $3.16 01/27/21 AT&T reports Q4 adjusted EPS 75c, consensus 73c 01/26/21 Notable companies reporting before tomorrow's open 02/03/21 Sony sees FY21 net income Y1.085B, sales and operating revenue Y8.8T 02/03/21 Sony reports nine months EPS Y867.17 vs. Y460.11 last year 10/28/20 Sony sees FY21 net income Y800B, sales and operating revenue Y8.5T 10/28/20 Sony reports 1H EPS Y565.97 vs. Y273.52 last year 02/04/21 Lionsgate reports Q3 adjusted EPS 21c, consensus (11c) 11/05/20 Lionsgate reports Q2 adjusted EPS 33c, consensus (3c) 11/05/20 Notable companies reporting after market close 02/11/21 Disney reports Q1 EPS ex-items 32c, consensus (41c) 02/11/21 Notable companies reporting after market close 11/12/20 Disney sees FY21 results continuing to be affected by COVID-19 11/12/20 Disney reports Q4 EPS ex-items (20c), consensus (71c) 01/28/21 Comcast reports Q4 adjusted EPS 56c, consensus 48c 01/27/21 Notable companies reporting before tomorrow's open 10/29/20 Comcast reports Q3 adj. EPS 65c, consensus 52c
Thursday
Conference/Events
Security Analysts, along…
Security Analysts, along with key security reseller, Michael Millar, Regional Manager at Commercium Technology, who is a top channel partner for both PANW and FTNT, and has worked for many start-ups and established companies (Juniper, Trend Micro and VMWare), will participate in an Industry update on an Analyst/Industry conference call to be held on April 15 at 12 pm.
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04/14/21 Carahsoft agreement for Splunk solutions designated CETA by DoD 04/13/21 Splunk CEO sells 15.5K shares of common stock 04/05/21 Splunk appoints Teresa Carlson as Chief Growth Officer 03/21/21 Fly Intel: Top five weekend stock stories 03/12/21 SailPoint announces intent to acquire ERP Maestro 03/09/21 SailPoint appoints Heather Gantt-Evans as new Chief Information Security Officer 03/04/21 SailPoint announces expansion into Japan 03/01/21 SailPoint CEO: We have a very strong position in the market 02/22/21 Proofpoint to acquire InteliSecure for $62.5M 04/05/21 Dish selects Palo Alto Networks to help secure 5G network 03/25/21 Comcast Business, Palo Alto Networks partner for advanced security solutions 03/17/21 Palo Alto Networks names Dipak Goleccha to succeed Luis Visoso as CFO 02/22/21 Palo Alto Networks falls 4.5% to $367 after Q2 results, Q3 guidance 02/03/21 Mimecast to reduce workforce by approximately 4% 01/12/21 Mimecast informed by Microsoft that Mimecast-issued certificate compromised 12/02/20 Mimecast appoints Shahriar Rafimayeri as chief information officer 11/18/20 Mimecast CEO sells 75K shares of common stock 03/31/21 PGA TOUR announces Fortinet as title sponsor of Napa tournament 03/22/21 Linksys and Fortinet in pact for security for work from home networks 03/10/21 Fortinet says Fortinet Security Fabric reaches over 400 integrations 03/10/21 Fortinet expands Fortinet Engage Partner Program benefits 03/08/21 ForeScout appoints Wael Mohamed as CEO 02/22/21 ForeScout appoints Kevin O'Leary chief product officer 02/22/21 ForeScout finishes FY20 with double-digit y-o-y ARR growth 04/07/21 FireEye names John Watters COO 02/03/21 SolarWinds sees 'other additional attack vectors' continuing to come to light 02/02/21 FireEye falls about 4% to $20.89 after Q4 earnings, Q1 and initial FY21 outlook 12/28/20 FireEye director sells 50K shares of common stock 12/23/20 CyberArk offers free breach assessment for SolarWinds customers 12/29/20 Check Point, OMNIQ partner on 'ZoneAlarm' cyber security solution 12/17/20 Check Point selected by NHS Services Scotland for cloud security services 12/16/20 Check Point becomes accredited trainer with ISACA 04/08/21 Box falls -9.1% 04/08/21 Box falls -10.1% 04/08/21 Box falls -10.6% 04/08/21 KKR to lead purchase of $500M of convertible preferred stock in Box 04/05/21 Credit Suisse Palo Alto Networks assumed with an Outperform at Credit Suisse 03/18/21 Mizuho Palo Alto thesis intact after 'surprising' CFO exit, says Mizuho 03/16/21 Cleveland Research Palo Alto Networks partner checks remain encouraging, says Cleveland Research 03/15/21 Credit Suisse Palo Alto Networks assumed with an Outperform at Credit Suisse 03/15/21 Credit Suisse Fortinet assumed with a Neutral at Credit Suisse 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 BMO Capital Fortinet price target raised to $195 from $180 at BMO Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 02/01/21 Stephens Proofpoint initiated with an Overweight at Stephens 01/27/21 Truist Proofpoint price target raised to $155 from $135 at Truist 01/15/21 Northland Mimecast price target lowered to $70 from $77 at Northland 01/12/21 Mizuho Proofpoint price target raised to $130 from $115 at Mizuho 04/09/21 Oppenheimer Check Point downgraded to Perform from Outperform at Oppenheimer 04/09/21 Oppenheimer Check Point downgraded to Perform from Outperform at Oppenheimer 03/31/21 OTR Global Check Point downgraded to Mixed from Positive at OTR Global 03/15/21 Credit Suisse Check Point assumed with a Neutral at Credit Suisse 04/08/21 Morgan Stanley Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley 04/05/21 Monness Crespi SailPoint upgraded to Buy at Monness Crespi after underperformance 04/05/21 Monness Crespi SailPoint upgraded to Buy from Neutral at Monness Crespi 03/10/21 Wedbush SailPoint added to Best Ideas List at Wedbush 04/08/21 BofA Splunk reinstated with a Buy at BofA 04/08/21 BofA Splunk reinstated with a Buy at BofA 04/05/21 Goldman Sachs Splunk chief growth officer hire a 'significant positive,' says Goldman Sachs 03/15/21 Credit Suisse Splunk assumed with an Outperform at Credit Suisse 02/04/21 Mimecast price target lowered to $48 from $58 at BMO Capital 02/04/21 Mimecast price target lowered to $54 from $62 at Barclays 02/01/21 Stephens Mimecast initiated with an Overweight at Stephens 04/09/21 DA Davidson Box price target lowered to $22 from $25 at DA Davidson 04/09/21 William Blair KKR investment 'strong vote of confidence' in Box, says William Blair 04/09/21 William Blair KKR investment 'strong vote of confidence' in Box, says William Blair 03/23/21 KeyBanc Box price target raised to $27 from $22 at KeyBanc 02/04/21 Fly Intel: Top five analyst upgrades 02/04/21 BofA FireEye upgraded to Buy on 'solid execution' at BofA 02/04/21 BofA FireEye upgraded to Buy from Neutral at BofA 02/03/21 FireEye price target raised to $25 from $17 at BMO Capital 04/07/21 Baird Baird upgrades CyberArk to Outperform on SaaS model transition 04/07/21 Baird CyberArk upgraded to Outperform from Neutral at Baird 03/11/21 Barclays CyberArk price target raised to $185 from $181 at Barclays IMP Imperial Capital Bancorp 05/29/20 UBS ForeScout price target lowered to $25 from $36 at UBS 03/03/21 Splunk sees Q1 revenue $480M-$500M, consensus $507.29M 03/03/21 Splunk reports Q4 EPS (86c) vs (15c) last year 03/03/21 Notable companies reporting after market close 12/02/20 Splunk withdrawing FY23 ARR and operating cash flow targets 02/25/21 SailPoint sees FY21 adjusted EPS (10c)-(1c), consensus 17c 02/25/21 SailPoint sees Q1 adjusted EPS approximately (1c), consensus 0c 02/25/21 SailPoint reports Q4 adjusted EPS 10c, consensus 0c 11/05/20 SailPoint sees FY20 adjusted EPS 27c-29c, consensus 11c 02/04/21 Proofpoint sees FY21 EPS $1.91-$1.99, consensus $2.05 02/04/21 Proofpoint sees Q1 EPS 39c-40c, consensus 38c 02/04/21 Proofpoint reports Q4 EPS 51c, consensus 42c 10/29/20 Proofpoint sees FY20 EPS $1.88 -$1.91, consensus $1.68 02/22/21 Palo Alto Networks boosts FY21 adjusted EPS view to $5.80-$5.90, consensus $5.81 02/22/21 Palo Alto Networks sees Q3 adjusted EPS $1.27-$1.29, consensus $1.28 02/22/21 Palo Alto Networks reports Q2 adjusted EPS $1.55, consensus $1.43 02/22/21 Notable companies reporting after market close 02/03/21 Mimecast sees FY22 revenue $558M-$568M, consensus $571.58M 02/03/21 Mimecast sees FY21 revenue $498M-$499M, consensus $492.93M 02/03/21 Mimecast sees Q4 revenue $130.5M-$131.5M, consensus $128.12M 02/03/21 Mimecast reports Q3 adjusted EPS 33c, consensus 24c 02/04/21 Fortinet sees FY21 EPS $3.60-$3.75 consensus $3.63 02/04/21 Fortinet sees Q1 EPS 70-75c, consensus 74c 02/04/21 Fortinet reports Q4 EPS $1.06, consensus 97c 02/04/21 Notable companies reporting after market close 02/02/21 FireEye sees FY21 EPS 35c-37c, consensus 36c 02/02/21 FireEye sees Q1 EPS 5c-7c, consensus 6c 02/02/21 FireEye reports Q4 EPS 12c, consensus 10c 02/02/21 Notable companies reporting after market close 02/11/21 CyberArk sees Q1 non-GAAP (3c)/7c, consensus 28c 02/11/21 CyberArk reports Q4 non-GAAP EPS 82c, consensus 60c 11/10/20 CyberArk sees Q4 EPS 52c-67c, consensus 63c 11/10/20 CyberArk reports Q3 EPS 31c, consensus 29c 02/03/21 Check Point sees FY21 revenue $2.8B-$2.18B, consensus $2.12B 02/03/21 Check Point sees Q1 adjusted EPS $1.45-$1.55, consensus $1.51 02/03/21 Check Point sees FY21 adjusted EPS $6.45-$6.85, consensus $6.92 02/03/21 Check Point reports Q4 EPS $2.17, consensus $2.11 03/02/21 Box sees FY22 adjusted EPS 76c-81c, consensus 76c 03/02/21 Box sees Q1 adjusted EPS 16c-17c, consensus 16c 03/02/21 Box reports Q4 adjusted EPS 22c, consensus 17c 12/01/20 Box raises FY21 adj. EPS view to 64c-66c from 56c-60c, consensus 58c 03/20/21 Splunk stock could soar, Barron's says 11/03/20 UK government in talks with Palantir about 'test-and-trace' program, FT says 02/16/21 Palo Alto Networks buys Bridgecrew for around $200M, TechCrunch reports 12/17/20 Nuclear weapons agency breached amid massive espionage operation, Politico says 01/19/21 FireEye releases tool for auditing networks after SolarWinds hack, ZDNet says 01/11/21 FBI investigating Russian-linked postcard sent to FireEye CEO, Reuters reports 12/24/20 Suspected Russian hack on agencies failed to breach CrowdStrike, Reuters reports 03/22/21 Box exploring sale amid pressure from activist Starboard, Reuters reports 03/22/21 Box exploring sale amid activist pressure, Reuters reports 03/22/21 Box board nom extension gives more time for shareholder talks, Dealreporter says 02/23/21 Starboard weighs challenging Box board unless steps taken, Reuters says 04/08/21 Adobe coverage reinstatement, Carvana initiation among top calls on Wall Street 03/04/21 Fly Intel: Pre-market Movers 03/03/21 Fly Intel: After-Hours Movers 12/21/20 Analysts move to sidelines on SolarWinds following cyberattack 03/08/21 Microsoft, Salesforce rise as analysts get more bullish on software sector 02/02/21 Dell, Palo Alto upgrades among today's top calls on Wall Street 12/31/20 Alphabet, Nordstrom target changes among today's top calls on Wall Street 12/23/20 Telos, Palo Alto seen among potential beneficiaries of Sunburst hack 01/12/21 Fly Intel: Wall Street's top stories for Tuesday 02/04/21 Fly Intel: After-Hours Movers 12/09/20 JPMorgan downgrades Zoom, upgrades Autodesk in software ratings shakeup 11/24/20 Target upgrade, Microsoft initiation among today's top calls on Wall Street 10/29/20 Fly Intel: After-Hours Movers 12/08/20 Fly Intel: After-Hours Movers 11/20/20 Fly Intel: Wall Street's top stories for Friday 11/20/20 Fly Intel: Wall Street's top stories at midday 04/08/21 Fly Intel: Wall Street's top stories for Thursday 04/08/21 Fly Intel: Wall Street's top stories at midday 04/08/21 Fly Intel: Pre-market Movers 03/22/21 Fly Intel: Wall Street's top stories for Monday 03/03/21 Splunk options imply 14.5% move in share price post-earnings 12/23/20 Splunk call volume above normal and directionally bullish 12/23/20 Unusually active option classes on open December 23rd 12/21/20 Splunk call volume above normal and directionally bullish 11/17/20 Unusual call flow in option market yesterday 11/16/20 Post-earning bull in Palo Alto Networks 12/23/20 Unusual call flow in option market yesterday 12/22/20 Mimecast call buyer targets two-month 21% upside 04/13/21 FireEye call volume above normal and directionally bullish 03/23/21 FireEye call volume above normal and directionally bullish 03/16/21 Unusually active option classes on open March 16th 03/09/21 FireEye call volume above normal and directionally bullish 04/09/21 Unusual call flow in option market yesterday 04/08/21 10% selloff in BOX draws closing put seller 03/26/21 Box call buyer realizes 22% same-day gains 03/25/21 Box call volume above normal and directionally bullish
Conference/Events
Security Analysts, along…
Security Analysts, along with key security reseller, Michael Millar, Regional Manager at Commercium Technology, who is a top channel partner for both PANW and FTNT, and has worked for many start-ups and established companies (Juniper, Trend Micro and VMWare), will participate in an Industry update on an Analyst/Industry conference call to be held on April 15 at 12 pm.
Show Hide Related Items >> <<
04/14/21 Carahsoft agreement for Splunk solutions designated CETA by DoD 04/13/21 Splunk CEO sells 15.5K shares of common stock 04/05/21 Splunk appoints Teresa Carlson as Chief Growth Officer 03/21/21 Fly Intel: Top five weekend stock stories 03/12/21 SailPoint announces intent to acquire ERP Maestro 03/09/21 SailPoint appoints Heather Gantt-Evans as new Chief Information Security Officer 03/04/21 SailPoint announces expansion into Japan 03/01/21 SailPoint CEO: We have a very strong position in the market 02/22/21 Proofpoint to acquire InteliSecure for $62.5M 04/05/21 Dish selects Palo Alto Networks to help secure 5G network 03/25/21 Comcast Business, Palo Alto Networks partner for advanced security solutions 03/17/21 Palo Alto Networks names Dipak Goleccha to succeed Luis Visoso as CFO 02/22/21 Palo Alto Networks falls 4.5% to $367 after Q2 results, Q3 guidance 02/03/21 Mimecast to reduce workforce by approximately 4% 01/12/21 Mimecast informed by Microsoft that Mimecast-issued certificate compromised 12/02/20 Mimecast appoints Shahriar Rafimayeri as chief information officer 11/18/20 Mimecast CEO sells 75K shares of common stock 03/31/21 PGA TOUR announces Fortinet as title sponsor of Napa tournament 03/22/21 Linksys and Fortinet in pact for security for work from home networks 03/10/21 Fortinet says Fortinet Security Fabric reaches over 400 integrations 03/10/21 Fortinet expands Fortinet Engage Partner Program benefits 03/08/21 ForeScout appoints Wael Mohamed as CEO 02/22/21 ForeScout appoints Kevin O'Leary chief product officer 02/22/21 ForeScout finishes FY20 with double-digit y-o-y ARR growth 04/07/21 FireEye names John Watters COO 02/03/21 SolarWinds sees 'other additional attack vectors' continuing to come to light 02/02/21 FireEye falls about 4% to $20.89 after Q4 earnings, Q1 and initial FY21 outlook 12/28/20 FireEye director sells 50K shares of common stock 12/23/20 CyberArk offers free breach assessment for SolarWinds customers 12/29/20 Check Point, OMNIQ partner on 'ZoneAlarm' cyber security solution 12/17/20 Check Point selected by NHS Services Scotland for cloud security services 12/16/20 Check Point becomes accredited trainer with ISACA 04/08/21 Box falls -9.1% 04/08/21 Box falls -10.1% 04/08/21 Box falls -10.6% 04/08/21 KKR to lead purchase of $500M of convertible preferred stock in Box 04/05/21 Credit Suisse Palo Alto Networks assumed with an Outperform at Credit Suisse 03/18/21 Mizuho Palo Alto thesis intact after 'surprising' CFO exit, says Mizuho 03/16/21 Cleveland Research Palo Alto Networks partner checks remain encouraging, says Cleveland Research 03/15/21 Credit Suisse Palo Alto Networks assumed with an Outperform at Credit Suisse 03/15/21 Credit Suisse Fortinet assumed with a Neutral at Credit Suisse 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 BMO Capital Fortinet price target raised to $195 from $180 at BMO Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 02/01/21 Stephens Proofpoint initiated with an Overweight at Stephens 01/27/21 Truist Proofpoint price target raised to $155 from $135 at Truist 01/15/21 Northland Mimecast price target lowered to $70 from $77 at Northland 01/12/21 Mizuho Proofpoint price target raised to $130 from $115 at Mizuho 04/09/21 Oppenheimer Check Point downgraded to Perform from Outperform at Oppenheimer 04/09/21 Oppenheimer Check Point downgraded to Perform from Outperform at Oppenheimer 03/31/21 OTR Global Check Point downgraded to Mixed from Positive at OTR Global 03/15/21 Credit Suisse Check Point assumed with a Neutral at Credit Suisse 04/08/21 Morgan Stanley Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley 04/05/21 Monness Crespi SailPoint upgraded to Buy at Monness Crespi after underperformance 04/05/21 Monness Crespi SailPoint upgraded to Buy from Neutral at Monness Crespi 03/10/21 Wedbush SailPoint added to Best Ideas List at Wedbush 04/08/21 BofA Splunk reinstated with a Buy at BofA 04/08/21 BofA Splunk reinstated with a Buy at BofA 04/05/21 Goldman Sachs Splunk chief growth officer hire a 'significant positive,' says Goldman Sachs 03/15/21 Credit Suisse Splunk assumed with an Outperform at Credit Suisse 02/04/21 Mimecast price target lowered to $48 from $58 at BMO Capital 02/04/21 Mimecast price target lowered to $54 from $62 at Barclays 02/01/21 Stephens Mimecast initiated with an Overweight at Stephens 04/09/21 DA Davidson Box price target lowered to $22 from $25 at DA Davidson 04/09/21 William Blair KKR investment 'strong vote of confidence' in Box, says William Blair 04/09/21 William Blair KKR investment 'strong vote of confidence' in Box, says William Blair 03/23/21 KeyBanc Box price target raised to $27 from $22 at KeyBanc 02/04/21 Fly Intel: Top five analyst upgrades 02/04/21 BofA FireEye upgraded to Buy on 'solid execution' at BofA 02/04/21 BofA FireEye upgraded to Buy from Neutral at BofA 02/03/21 FireEye price target raised to $25 from $17 at BMO Capital 04/07/21 Baird Baird upgrades CyberArk to Outperform on SaaS model transition 04/07/21 Baird CyberArk upgraded to Outperform from Neutral at Baird 03/11/21 Barclays CyberArk price target raised to $185 from $181 at Barclays IMP Imperial Capital Bancorp 05/29/20 UBS ForeScout price target lowered to $25 from $36 at UBS 03/03/21 Splunk sees Q1 revenue $480M-$500M, consensus $507.29M 03/03/21 Splunk reports Q4 EPS (86c) vs (15c) last year 03/03/21 Notable companies reporting after market close 12/02/20 Splunk withdrawing FY23 ARR and operating cash flow targets 02/25/21 SailPoint sees FY21 adjusted EPS (10c)-(1c), consensus 17c 02/25/21 SailPoint sees Q1 adjusted EPS approximately (1c), consensus 0c 02/25/21 SailPoint reports Q4 adjusted EPS 10c, consensus 0c 11/05/20 SailPoint sees FY20 adjusted EPS 27c-29c, consensus 11c 02/04/21 Proofpoint sees FY21 EPS $1.91-$1.99, consensus $2.05 02/04/21 Proofpoint sees Q1 EPS 39c-40c, consensus 38c 02/04/21 Proofpoint reports Q4 EPS 51c, consensus 42c 10/29/20 Proofpoint sees FY20 EPS $1.88 -$1.91, consensus $1.68 02/22/21 Palo Alto Networks boosts FY21 adjusted EPS view to $5.80-$5.90, consensus $5.81 02/22/21 Palo Alto Networks sees Q3 adjusted EPS $1.27-$1.29, consensus $1.28 02/22/21 Palo Alto Networks reports Q2 adjusted EPS $1.55, consensus $1.43 02/22/21 Notable companies reporting after market close 02/03/21 Mimecast sees FY22 revenue $558M-$568M, consensus $571.58M 02/03/21 Mimecast sees FY21 revenue $498M-$499M, consensus $492.93M 02/03/21 Mimecast sees Q4 revenue $130.5M-$131.5M, consensus $128.12M 02/03/21 Mimecast reports Q3 adjusted EPS 33c, consensus 24c 02/04/21 Fortinet sees FY21 EPS $3.60-$3.75 consensus $3.63 02/04/21 Fortinet sees Q1 EPS 70-75c, consensus 74c 02/04/21 Fortinet reports Q4 EPS $1.06, consensus 97c 02/04/21 Notable companies reporting after market close 02/02/21 FireEye sees FY21 EPS 35c-37c, consensus 36c 02/02/21 FireEye sees Q1 EPS 5c-7c, consensus 6c 02/02/21 FireEye reports Q4 EPS 12c, consensus 10c 02/02/21 Notable companies reporting after market close 02/11/21 CyberArk sees Q1 non-GAAP (3c)/7c, consensus 28c 02/11/21 CyberArk reports Q4 non-GAAP EPS 82c, consensus 60c 11/10/20 CyberArk sees Q4 EPS 52c-67c, consensus 63c 11/10/20 CyberArk reports Q3 EPS 31c, consensus 29c 02/03/21 Check Point sees FY21 revenue $2.8B-$2.18B, consensus $2.12B 02/03/21 Check Point sees Q1 adjusted EPS $1.45-$1.55, consensus $1.51 02/03/21 Check Point sees FY21 adjusted EPS $6.45-$6.85, consensus $6.92 02/03/21 Check Point reports Q4 EPS $2.17, consensus $2.11 03/02/21 Box sees FY22 adjusted EPS 76c-81c, consensus 76c 03/02/21 Box sees Q1 adjusted EPS 16c-17c, consensus 16c 03/02/21 Box reports Q4 adjusted EPS 22c, consensus 17c 12/01/20 Box raises FY21 adj. EPS view to 64c-66c from 56c-60c, consensus 58c 03/20/21 Splunk stock could soar, Barron's says 11/03/20 UK government in talks with Palantir about 'test-and-trace' program, FT says 02/16/21 Palo Alto Networks buys Bridgecrew for around $200M, TechCrunch reports 12/17/20 Nuclear weapons agency breached amid massive espionage operation, Politico says 01/19/21 FireEye releases tool for auditing networks after SolarWinds hack, ZDNet says 01/11/21 FBI investigating Russian-linked postcard sent to FireEye CEO, Reuters reports 12/24/20 Suspected Russian hack on agencies failed to breach CrowdStrike, Reuters reports 03/22/21 Box exploring sale amid pressure from activist Starboard, Reuters reports 03/22/21 Box exploring sale amid activist pressure, Reuters reports 03/22/21 Box board nom extension gives more time for shareholder talks, Dealreporter says 02/23/21 Starboard weighs challenging Box board unless steps taken, Reuters says 04/08/21 Adobe coverage reinstatement, Carvana initiation among top calls on Wall Street 03/04/21 Fly Intel: Pre-market Movers 03/03/21 Fly Intel: After-Hours Movers 12/21/20 Analysts move to sidelines on SolarWinds following cyberattack 03/08/21 Microsoft, Salesforce rise as analysts get more bullish on software sector 02/02/21 Dell, Palo Alto upgrades among today's top calls on Wall Street 12/31/20 Alphabet, Nordstrom target changes among today's top calls on Wall Street 12/23/20 Telos, Palo Alto seen among potential beneficiaries of Sunburst hack 01/12/21 Fly Intel: Wall Street's top stories for Tuesday 02/04/21 Fly Intel: After-Hours Movers 12/09/20 JPMorgan downgrades Zoom, upgrades Autodesk in software ratings shakeup 11/24/20 Target upgrade, Microsoft initiation among today's top calls on Wall Street 10/29/20 Fly Intel: After-Hours Movers 12/08/20 Fly Intel: After-Hours Movers 11/20/20 Fly Intel: Wall Street's top stories for Friday 11/20/20 Fly Intel: Wall Street's top stories at midday 04/08/21 Fly Intel: Wall Street's top stories for Thursday 04/08/21 Fly Intel: Wall Street's top stories at midday 04/08/21 Fly Intel: Pre-market Movers 03/22/21 Fly Intel: Wall Street's top stories for Monday 03/03/21 Splunk options imply 14.5% move in share price post-earnings 12/23/20 Splunk call volume above normal and directionally bullish 12/23/20 Unusually active option classes on open December 23rd 12/21/20 Splunk call volume above normal and directionally bullish 11/17/20 Unusual call flow in option market yesterday 11/16/20 Post-earning bull in Palo Alto Networks 12/23/20 Unusual call flow in option market yesterday 12/22/20 Mimecast call buyer targets two-month 21% upside 04/13/21 FireEye call volume above normal and directionally bullish 03/23/21 FireEye call volume above normal and directionally bullish 03/16/21 Unusually active option classes on open March 16th 03/09/21 FireEye call volume above normal and directionally bullish 04/09/21 Unusual call flow in option market yesterday 04/08/21 10% selloff in BOX draws closing put seller 03/26/21 Box call buyer realizes 22% same-day gains 03/25/21 Box call volume above normal and directionally bullish
Over a week ago
Conference/Events
Security Analysts, along…
Security Analysts, along with key security reseller, Michael Millar, Regional Manager at Commercium Technology, who is a top channel partner for both PANW and FTNT, and has worked for many start-ups and established companies (Juniper, Trend Micro and VMWare), will participate in an Industry update on an Analyst/Industry conference call to be held on April 15 at 12 pm.
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04/05/21 Splunk appoints Teresa Carlson as Chief Growth Officer 03/21/21 Fly Intel: Top five weekend stock stories 03/16/21 Okta appoints Steve Rowland as CRO 03/04/21 Splunk CEO: We're growing our cloud business like no tomorrow 03/12/21 SailPoint announces intent to acquire ERP Maestro 03/09/21 SailPoint appoints Heather Gantt-Evans as new Chief Information Security Officer 03/04/21 SailPoint announces expansion into Japan 03/01/21 SailPoint CEO: We have a very strong position in the market 02/22/21 Proofpoint to acquire InteliSecure for $62.5M 10/13/20 Proofpoint announces Content Capture for Microsoft Teams 04/05/21 Dish selects Palo Alto Networks to help secure 5G network 03/25/21 Comcast Business, Palo Alto Networks partner for advanced security solutions 03/17/21 Palo Alto Networks names Dipak Goleccha to succeed Luis Visoso as CFO 02/22/21 Palo Alto Networks falls 4.5% to $367 after Q2 results, Q3 guidance 02/03/21 Mimecast to reduce workforce by approximately 4% 01/12/21 Mimecast informed by Microsoft that Mimecast-issued certificate compromised 12/02/20 Mimecast appoints Shahriar Rafimayeri as chief information officer 11/18/20 Mimecast CEO sells 75K shares of common stock 03/31/21 PGA TOUR announces Fortinet as title sponsor of Napa tournament 03/22/21 Linksys and Fortinet in pact for security for work from home networks 03/10/21 Fortinet says Fortinet Security Fabric reaches over 400 integrations 03/10/21 Fortinet expands Fortinet Engage Partner Program benefits 03/08/21 ForeScout appoints Wael Mohamed as CEO 02/22/21 ForeScout appoints Kevin O'Leary chief product officer 02/22/21 ForeScout finishes FY20 with double-digit y-o-y ARR growth 04/07/21 FireEye names John Watters COO 02/03/21 SolarWinds sees 'other additional attack vectors' continuing to come to light 02/02/21 FireEye falls about 4% to $20.89 after Q4 earnings, Q1 and initial FY21 outlook 12/28/20 FireEye director sells 50K shares of common stock 12/23/20 CyberArk offers free breach assessment for SolarWinds customers 12/29/20 Check Point, OMNIQ partner on 'ZoneAlarm' cyber security solution 12/17/20 Check Point selected by NHS Services Scotland for cloud security services 12/16/20 Check Point becomes accredited trainer with ISACA 04/08/21 Box falls -9.1% 04/08/21 Box falls -10.1% 04/08/21 Box falls -10.6% 04/08/21 KKR to lead purchase of $500M of convertible preferred stock in Box 04/05/21 Credit Suisse Palo Alto Networks assumed with an Outperform at Credit Suisse 03/18/21 Mizuho Palo Alto thesis intact after 'surprising' CFO exit, says Mizuho 03/16/21 Cleveland Research Palo Alto Networks partner checks remain encouraging, says Cleveland Research 03/15/21 Credit Suisse Palo Alto Networks assumed with an Outperform at Credit Suisse 03/15/21 Credit Suisse Fortinet assumed with a Neutral at Credit Suisse 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 BMO Capital Fortinet price target raised to $195 from $180 at BMO Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 02/01/21 Stephens Proofpoint initiated with an Overweight at Stephens 01/27/21 Truist Proofpoint price target raised to $155 from $135 at Truist 01/15/21 Northland Mimecast price target lowered to $70 from $77 at Northland 01/12/21 Mizuho Proofpoint price target raised to $130 from $115 at Mizuho 04/09/21 Oppenheimer Check Point downgraded to Perform from Outperform at Oppenheimer 04/09/21 Oppenheimer Check Point downgraded to Perform from Outperform at Oppenheimer 03/31/21 OTR Global Check Point downgraded to Mixed from Positive at OTR Global 03/15/21 Credit Suisse Check Point assumed with a Neutral at Credit Suisse 04/08/21 Morgan Stanley Okta announcements validate CyberArk, SailPoint opportunity, says Morgan Stanley 04/05/21 Monness Crespi SailPoint upgraded to Buy at Monness Crespi after underperformance 04/05/21 Monness Crespi SailPoint upgraded to Buy from Neutral at Monness Crespi 03/10/21 Wedbush SailPoint added to Best Ideas List at Wedbush 04/08/21 BofA Splunk reinstated with a Buy at BofA 04/08/21 BofA Splunk reinstated with a Buy at BofA 04/05/21 Goldman Sachs Splunk chief growth officer hire a 'significant positive,' says Goldman Sachs 03/15/21 Credit Suisse Splunk assumed with an Outperform at Credit Suisse 02/04/21 Mimecast price target lowered to $48 from $58 at BMO Capital 02/04/21 Mimecast price target lowered to $54 from $62 at Barclays 02/01/21 Stephens Mimecast initiated with an Overweight at Stephens 04/09/21 DA Davidson Box price target lowered to $22 from $25 at DA Davidson 04/09/21 William Blair KKR investment 'strong vote of confidence' in Box, says William Blair 04/09/21 William Blair KKR investment 'strong vote of confidence' in Box, says William Blair 03/23/21 KeyBanc Box price target raised to $27 from $22 at KeyBanc 02/04/21 Fly Intel: Top five analyst upgrades 02/04/21 BofA FireEye upgraded to Buy on 'solid execution' at BofA 02/04/21 BofA FireEye upgraded to Buy from Neutral at BofA 02/03/21 FireEye price target raised to $25 from $17 at BMO Capital 04/07/21 Baird Baird upgrades CyberArk to Outperform on SaaS model transition 04/07/21 Baird CyberArk upgraded to Outperform from Neutral at Baird 03/11/21 Barclays CyberArk price target raised to $185 from $181 at Barclays IMP Imperial Capital Bancorp 05/29/20 UBS ForeScout price target lowered to $25 from $36 at UBS 03/03/21 Splunk sees Q1 revenue $480M-$500M, consensus $507.29M 03/03/21 Splunk reports Q4 EPS (86c) vs (15c) last year 03/03/21 Notable companies reporting after market close 12/02/20 Splunk withdrawing FY23 ARR and operating cash flow targets 02/25/21 SailPoint sees FY21 adjusted EPS (10c)-(1c), consensus 17c 02/25/21 SailPoint sees Q1 adjusted EPS approximately (1c), consensus 0c 02/25/21 SailPoint reports Q4 adjusted EPS 10c, consensus 0c 11/05/20 SailPoint sees FY20 adjusted EPS 27c-29c, consensus 11c 02/04/21 Proofpoint sees FY21 EPS $1.91-$1.99, consensus $2.05 02/04/21 Proofpoint sees Q1 EPS 39c-40c, consensus 38c 02/04/21 Proofpoint reports Q4 EPS 51c, consensus 42c 10/29/20 Proofpoint sees FY20 EPS $1.88 -$1.91, consensus $1.68 02/22/21 Palo Alto Networks boosts FY21 adjusted EPS view to $5.80-$5.90, consensus $5.81 02/22/21 Palo Alto Networks sees Q3 adjusted EPS $1.27-$1.29, consensus $1.28 02/22/21 Palo Alto Networks reports Q2 adjusted EPS $1.55, consensus $1.43 02/22/21 Notable companies reporting after market close 02/03/21 Mimecast sees FY22 revenue $558M-$568M, consensus $571.58M 02/03/21 Mimecast sees FY21 revenue $498M-$499M, consensus $492.93M 02/03/21 Mimecast sees Q4 revenue $130.5M-$131.5M, consensus $128.12M 02/03/21 Mimecast reports Q3 adjusted EPS 33c, consensus 24c 02/04/21 Fortinet sees FY21 EPS $3.60-$3.75 consensus $3.63 02/04/21 Fortinet sees Q1 EPS 70-75c, consensus 74c 02/04/21 Fortinet reports Q4 EPS $1.06, consensus 97c 02/04/21 Notable companies reporting after market close 02/02/21 FireEye sees FY21 EPS 35c-37c, consensus 36c 02/02/21 FireEye sees Q1 EPS 5c-7c, consensus 6c 02/02/21 FireEye reports Q4 EPS 12c, consensus 10c 02/02/21 Notable companies reporting after market close 02/11/21 CyberArk sees Q1 non-GAAP (3c)/7c, consensus 28c 02/11/21 CyberArk reports Q4 non-GAAP EPS 82c, consensus 60c 11/10/20 CyberArk sees Q4 EPS 52c-67c, consensus 63c 11/10/20 CyberArk reports Q3 EPS 31c, consensus 29c 02/03/21 Check Point sees FY21 revenue $2.8B-$2.18B, consensus $2.12B 02/03/21 Check Point sees Q1 adjusted EPS $1.45-$1.55, consensus $1.51 02/03/21 Check Point sees FY21 adjusted EPS $6.45-$6.85, consensus $6.92 02/03/21 Check Point reports Q4 EPS $2.17, consensus $2.11 03/02/21 Box sees FY22 adjusted EPS 76c-81c, consensus 76c 03/02/21 Box sees Q1 adjusted EPS 16c-17c, consensus 16c 03/02/21 Box reports Q4 adjusted EPS 22c, consensus 17c 12/01/20 Box raises FY21 adj. EPS view to 64c-66c from 56c-60c, consensus 58c 03/20/21 Splunk stock could soar, Barron's says 11/03/20 UK government in talks with Palantir about 'test-and-trace' program, FT says 02/16/21 Palo Alto Networks buys Bridgecrew for around $200M, TechCrunch reports 12/17/20 Nuclear weapons agency breached amid massive espionage operation, Politico says 01/19/21 FireEye releases tool for auditing networks after SolarWinds hack, ZDNet says 01/11/21 FBI investigating Russian-linked postcard sent to FireEye CEO, Reuters reports 12/24/20 Suspected Russian hack on agencies failed to breach CrowdStrike, Reuters reports 03/22/21 Box exploring sale amid pressure from activist Starboard, Reuters reports 03/22/21 Box exploring sale amid activist pressure, Reuters reports 03/22/21 Box board nom extension gives more time for shareholder talks, Dealreporter says 02/23/21 Starboard weighs challenging Box board unless steps taken, Reuters says 04/08/21 Adobe coverage reinstatement, Carvana initiation among top calls on Wall Street 03/04/21 Fly Intel: Pre-market Movers 03/03/21 Fly Intel: After-Hours Movers 12/21/20 Analysts move to sidelines on SolarWinds following cyberattack 03/08/21 Microsoft, Salesforce rise as analysts get more bullish on software sector 02/02/21 Dell, Palo Alto upgrades among today's top calls on Wall Street 12/31/20 Alphabet, Nordstrom target changes among today's top calls on Wall Street 12/23/20 Telos, Palo Alto seen among potential beneficiaries of Sunburst hack 01/12/21 Fly Intel: Wall Street's top stories for Tuesday 02/04/21 Fly Intel: After-Hours Movers 12/09/20 JPMorgan downgrades Zoom, upgrades Autodesk in software ratings shakeup 11/24/20 Target upgrade, Microsoft initiation among today's top calls on Wall Street 10/29/20 Fly Intel: After-Hours Movers 12/08/20 Fly Intel: After-Hours Movers 11/20/20 Fly Intel: Wall Street's top stories for Friday 11/20/20 Fly Intel: Wall Street's top stories at midday 04/08/21 Fly Intel: Wall Street's top stories for Thursday 04/08/21 Fly Intel: Wall Street's top stories at midday 04/08/21 Fly Intel: Pre-market Movers 03/22/21 Fly Intel: Wall Street's top stories for Monday 03/03/21 Splunk options imply 14.5% move in share price post-earnings 12/23/20 Splunk call volume above normal and directionally bullish 12/23/20 Unusually active option classes on open December 23rd 12/21/20 Splunk call volume above normal and directionally bullish 11/17/20 Unusual call flow in option market yesterday 11/16/20 Post-earning bull in Palo Alto Networks 12/23/20 Unusual call flow in option market yesterday 12/22/20 Mimecast call buyer targets two-month 21% upside 03/23/21 FireEye call volume above normal and directionally bullish 03/16/21 Unusually active option classes on open March 16th 03/09/21 FireEye call volume above normal and directionally bullish 03/01/21 FireEye call volume above normal and directionally bullish 04/09/21 Unusual call flow in option market yesterday 04/08/21 10% selloff in BOX draws closing put seller 03/26/21 Box call buyer realizes 22% same-day gains 03/25/21 Box call volume above normal and directionally bullish
Hot Stocks
Catch up on the…
Catch up on the weekend's top five stories with this list compiled by The Fly: 1. Microsoft (MSFT) is in advanced talks to buy Nuance Communications (NUAN) in a deal with an equity value of about $16B, or about $56 per share, reported Bloomberg's Liana Baker, Kiel Porter, and Dina Bass, citing people familiar with the matter. Microsoft and Nuance have collaborated since 2019, noted the report, which added that an agreement could be announced as soon as this week. 2. DiaSorin SpA (DSRLF) announced that its Board of Directors has unanimously approved and signed a definitive merger agreement for DiaSorin to acquire Luminex (LMNX) for a price of $37 per share in an all-cash transaction. This corresponds to a total equity value of approximately $1.8B on a fully diluted basis and an enterprise value of approximately $1.8B. Following the acquisition, the combined entity will have combined 2020 revenues of approximately EUR 1.25B, adjusted EBITDA of approximately EUR 472M, and positive Net Financial Position of approximately EUR 335M. The transaction is expected to close within the third quarter of 2021 and is subject to Luminex shareholder approval and to other customary closing conditions, including the satisfaction of antitrust and CFIUS regulatory requirements. The transaction will be immediately accretive to DiaSorin's earnings per share following closing of the transaction and will generate an attractive return on invested capital profile. The combination is also anticipated to result in cost synergies of approximately $55M within 3 years after closing. 3. The next few months should be boom times for retailers as stimulus checks pump up the economy, but consumers aren't shopping the way they used to as they are souring on credit, and they are increasingly likely to shop online with a digital wallet rather than pull out cash in a store, Daren Fonda wrote in this week's edition of Barron's. The trends are fueling the "buy now, pay later," and they could lift the shares of Affirm Holdings (AFRM), added the author. 4. Legendary and AT&T (T) subsidiary Warner Bros.' "Godzilla vs. Kong" stayed number 1 in its second outing with an estimated $13.4M from 3,084 locations for a domestic cume of $69.5M and a global total of about $360M. The movie is expected to pass up "Tenet" at $365M worldwide sometime this week to rank as the top-grossing during this pandemic. 5. II-VI (IIVI) and Goldman Sachs (GS) saw positive mentions in this week's edition of Barron's, while Carnival (CCL), Norwegian Cruise Line Holdings (NCLH), Royal Caribbean Group (RCL), and Credit Suisse (CS) were mentioned cautiously.
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04/09/21 AT&T to record Q1 non-cash pre-tax actuarial gain of $2.8B on pension obligation 04/05/21 ViacomCBS to acquire Chilevision from WarnerMedia, terms not disclosed 04/04/21 Fly Intel: Top five weekend stock stories 03/28/21 Fly Intel: Top five weekend stock stories 04/08/21 Royal Caribbean extends suspension of sailings from U.S. until June 30 04/05/21 U.S. Travel Association joins call to lift CDC 'Conditional Sail Order' 04/05/21 CDC issues updated guidance on travel for fully vaccinated people 02/08/21 Nuance says FY21 guidance update reflects government Coding contract extension 02/08/21 Nuance acquires Saykara, terms not disclosed 11/30/20 Nuance CTO sells 59.5K shares of common stock 11/18/20 Nuance jumps 7% to $36.50 after Q4 results beat estimates NCLH Norwegian Cruise Line 04/06/21 Norwegian Cruise Line forms SailSAFE Global Health and Wellness Council 04/06/21 Norwegian Cruise Line to offer seven-day cruises to Greek Isles starting July 25 04/06/21 Norwegian Cruise Line proposes restart of cruising from U.S. ports on July 4 04/08/21 Arkane delays upcoming PS5 game 'Deathloop' to September 14, 2021 03/31/21 Intevac jumps after Microsoft deal with U.S. Army for HoloLens headsets 03/31/21 Microsoft says Army moves HoloLens-based headset to production phase 03/31/21 Microsoft awarded contract to make Hololens goggles for U.S. Army 03/10/21 Luminex submits EUA application for joint SARS-CoV-2, Flu/RSV assay to FDA 03/04/21 Luminex receives EUA from FDA for expanded version of NxTAG RPP 02/25/21 Luminex trading resumes 03/25/21 II-VI sees combined company achieving $250M in annual cost synergies 03/25/21 II-VI reaches agreement to acquire Coherent in cash and stock transaction 03/25/21 II-VI reaches agreement to acquire Coherent in cash and stock transaction 03/25/21 Lumentum to receive $217.6M termination fee from Coherent 03/25/21 Fed plans to end temporary restrictions on bank dividends, share repurchases 03/23/21 New York finds no fair lending violations on Apple Card by Goldman Sachs 03/19/21 Fed says supplementary leverage ratio to expire as scheduled on March 31 03/17/21 Powell says 'a couple of weeks away' from decision on bank dividends $165.82 / +0.8151 (+0.49%)
04/11/21 DiaSorin SpA to acquire Luminex for $37 per share 04/06/21 Credit Suisse CEO of Investment Bank, Chief Risk Officer stepping down 04/06/21 Credit Suisse board launches investigations into hedge fund, supply chain 04/06/21 Credit Suisse expects Q1 CET1 ratio to be at least 12% 04/06/21 Credit Suisse says loss from U.S. hedge fund 'could be highly significant' 04/08/21 Florida sues Biden administration, CDC over shutdown of cruises 04/07/21 Carnival: We stand with the CDC 04/07/21 Carnival in 'solid' liquidity position 04/07/21 Carnival sees environment remaining 'dynamic' over next 12 months 02/23/21 Affirm and Vacasa partner to offer flexible vacation rental payments 01/15/21 Goeasy closes sale of equity interest in PayBright 12/13/20 Fly Intel: Top five weekend stock stories 04/09/21 BTIG Okta upgraded to Buy from Neutral at BTIG 04/08/21 Morgan Stanley CIO survey provides strong data points for Microsoft, says Morgan Stanley 04/05/21 Fly Intel: Top five analyst initiations 04/05/21 Credit Suisse Microsoft assumed with an Outperform at Credit Suisse 03/10/21 Wedbush Nuance added to Best Ideas List at Wedbush 03/08/21 Morgan Stanley Software industry rating raised to Attractive from In-Line at Morgan Stanley 02/09/21 Craig-Hallum Nuance price target raised to $58 from $41 at Craig-Hallum 01/21/21 Barclays Nuance price target raised to $60 from $47 at Barclays $165.82 / +0.8151 (+0.49%)
03/24/21 Berenberg DiaSorin SpA price target lowered to EUR 150 from EUR 180 at Berenberg 03/18/21 Morgan Stanley DiaSorin SpA downgraded to Underweight from Equal Weight at Morgan Stanley 12/10/20 Exane BNP Paribas DiaSorin SpA price target raised to EUR 145 from EUR 135 at Exane BNP Paribas 12/10/20 Kepler Cheuvreux DiaSorin SpA upgraded to Buy from Hold at Kepler Cheuvreux 02/18/21 Piper Sandler Luminex shares are undervalued, says Piper Sandler 12/17/20 BTIG Illumina upgraded to Buy from Neutral at BTIG 11/09/20 Piper Sandler Buy companies with COVID-19 tests on today's selloff, says Piper Sandler 11/06/20 Piper Sandler Luminex's new product launches can drive long-term growth, says Piper Sandler 03/25/21 BofA Affirm initiated with a Neutral at BofA 03/17/21 Wedbush LendingClub price target raised to $20.50 from $14 at Wedbush 03/17/21 Deutsche Bank Affirm price target lowered to $92 from $120 at Deutsche Bank 02/16/21 Barclays Affirm price target raised to $148 from $132 at Barclays 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 03/10/21 BTIG Fortinet price target raised to $205 from $183 at BTIG 03/05/21 JPMorgan JPMorgan sees AT&T rallying into analyst meeting, but not after 03/30/21 Canaccord II-VI price target lowered to $125 from $152 at Canaccord 03/26/21 Northland NeoPhotonics deal 'makes more sense than ever' for Lumentum, says Northland 03/26/21 Cowen II-VI weakness on deal announcement a buying opportunity, says Cowen 03/26/21 B. Riley II-VI upgraded to Buy from Neutral at B. Riley Securities 04/09/21 JMP Securities Goldman Sachs price target raised to $400 from $338 at JMP Securities 04/08/21 Citi Goldman Sachs price target raised to $390 from $370 at Citi 04/07/21 Barclays Goldman Sachs price target raised to $420 from $392 at Barclays 04/01/21 Fly Intel: Top five analyst downgrades 04/09/21 Fly Intel: Top five analyst upgrades 04/09/21 Argus Carnival upgraded to Buy from Hold at Argus sees 'strong' pent-up cruise demand 04/09/21 Argus Carnival upgraded to Buy from Hold at Argus 04/09/21 Credit Suisse Carnival upgraded to Outperform from Neutral at Credit Suisse NCLH Norwegian Cruise Line 03/24/21 Stifel Cruiseline stock selloff 'unwarranted,' says Stifel 03/18/21 UBS Norwegian Cruise Line price target raised to $32 from $21 at UBS 03/16/21 JPMorgan Norwegian Cruise Line price target raised to $36 from $33 at JPMorgan 03/12/21 Truist Norwegian Cruise Line price target raised to $25 from $20 at Truist 03/18/21 UBS Royal Caribbean price target raised to $116 from $79 at UBS 03/16/21 JPMorgan Royal Caribbean price target raised to $110 from $100 at JPMorgan 03/12/21 Truist Royal Caribbean price target raised to $68 from $48 at Truist 04/09/21 Fly Intel: Top five analyst downgrades 04/09/21 Morgan Stanley Credit Suisse downgraded to Equal Weight from Overweight at Morgan Stanley 04/07/21 RBC Capital Credit Suisse price target lowered to CHF 11 from CHF 14.50 at RBC Capital 04/07/21 Exane BNP Paribas Credit Suisse downgraded to Neutral from Outperform at Exane BNP Paribas 03/12/21 AT&T backs FY21 adjusted EPS view of stable with 2020, consensus $3.14 01/27/21 AT&T expects FY21 adjusted EPS to be stable with 2020, consensus $3.16 01/27/21 AT&T reports Q4 adjusted EPS 75c, consensus 73c 01/26/21 Notable companies reporting before tomorrow's open 02/22/21 Royal Caribbean reports Q4 adjusted EPS ($5.02), consensus ($5.20) 10/29/20 Royal Caribbean sees incurring loss for Q4 and FY20 10/29/20 Royal Caribbean reports Q3 adjusted EPS ($5.62), consensus ($5.12) 10/28/20 Notable companies reporting before tomorrow's open 02/08/21 Nuance raises FY21 revenue view to $1.34B-$1.38B from $1.33B-$1.37B 02/08/21 Nuance sees Q2 EPS 14c-18c, consensus 18c 02/08/21 Nuance reports Q1 adjusted EPS 20c, consensus 18c 11/18/20 Nuance says FY21 guidance reflects continuing Enterprise revenue growth NCLH Norwegian Cruise Line 02/25/21 Norwegian Cruise Line reports Q4 adjusted EPS ($2.33), consensus ($2.17) 02/24/21 Notable companies reporting before tomorrow's open 11/09/20 Norwegian Cruise Line reports Q3 adj. EPS ($2.35), consensus ($2.24) 02/16/21 Tiger Global bought DoorDash and 1Life during Q4, sold out of Alphabet 01/26/21 Microsoft reports Q2 EPS $2.03, consensus $1.64 01/26/21 Notable companies reporting after market close 10/27/20 Microsoft sees Q2 Productivity and Business Processes revenue $12.75B-$13B 02/08/21 Luminex backs 2021 revenue view $480M, consensus $474.36M 02/08/21 Luminex reports Q4 EPS 32c, consensus 13c 01/12/21 Luminex sees FY21 revenue $480M, consensus $474.36M 01/12/21 Luminex reports preliminary Q4 revenue $111M, consensus $104.57M 02/09/21 II-VI sees Q3 adjusted EPS 81c-91c, consensus 82c 02/09/21 II-VI reports Q2 adjusted EPS $1.08, consensus 91c 02/08/21 Notable companies reporting before tomorrow's open 01/19/21 Goldman Sachs reports Q4 EPS $12.08, consensus $7.47 01/18/21 Fly Intel: What to watch in next round of big banks' earnings reports 10/14/20 Goldman Sachs reports Q3 EPS $9.68, consensus $5.57 10/13/20 Notable companies reporting before tomorrow's open 04/06/21 Credit Suisse sees Q1 loss of CHF 900M, CHF $4.4B charge for hedge fund 02/18/21 Credit Suisse reports Q4 adjusted pretax income CHF861M vs. CHF955M last year 04/07/21 Carnival sees Q1 U.S. adjusted net loss ($2B), GAAP net loss ($2B) 02/12/21 Affirm sees FY21 revenue $760M-$780M 02/12/21 Affirm sees Q3 revenue $185M-$195M 02/12/21 Affirm reports Q2 EPS (45c) vs. (92c) last year
On The Fly
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03/26/21 ViacomCBS Class A trading resumes 03/26/21 ViacomCBS Class A trading halted, volatility trading pause 03/25/21 CBS Sports, Paramount+ acquire exclusive U.S. rights to Serie A 03/26/21 Discovery, Farfetch weakness attributed to block trade offerings 03/26/21 ViacomCBS Class B trading resumes 03/26/21 ViacomCBS halts for volatility after dropping 22% to $52.02 04/09/21 AT&T to record Q1 non-cash pre-tax actuarial gain of $2.8B on pension obligation 04/05/21 ViacomCBS to acquire Chilevision from WarnerMedia, terms not disclosed 04/04/21 Fly Intel: Top five weekend stock stories 03/28/21 Fly Intel: Top five weekend stock stories 04/08/21 Arkane delays upcoming PS5 game 'Deathloop' to September 14, 2021 03/23/21 Disney confirms 'Cruella' and 'Black Widow' to debut in theaters and on Disney+ 03/18/21 Sony Interactive and RTS acquire 'iconic' fighting game tournament brand Evo 03/16/21 Sony announces Haven, a new games studio led by Jade Raymond 12/02/20 Starz announces launch of direct to consumer 'Lionsgate Play' in India 04/01/21 Hemisphere Media acquires Lionsgate's remaining stake in Pantaya video service 03/02/21 Lionsgate and STARZ close output deal 02/26/21 Lionsgate, Sony Pictures enter multi-year distribution agreement $187.81 / +0.485 (+0.26%)
04/08/21 Avengers Campus will open at Disneyland on June 4, CNBC says 04/08/21 Disney Cruise Line cancels U.S. departures through June 2021 03/30/21 Genius Brands announces Stan Lee content collaboration with Marvel Studios 03/19/21 NBCUniversal, NFL reach 11-year extension, expansion for Sunday Night Football 02/19/21 Comcast delays data cap plan implementation in Northeast until 2022 04/05/21 PPL Corp. names Gregory Dudkin as COO 03/30/21 Comcast's Universal Studios Hollywood to reopen park on April 16 03/29/21 Comact launches Disney+ and ESPN+ on Xfinity 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 03/10/21 BTIG Fortinet price target raised to $205 from $183 at BTIG 03/05/21 JPMorgan JPMorgan sees AT&T rallying into analyst meeting, but not after 04/09/21 Citi Comcast price target raised to $62 from $59 at Citi 03/23/21 Macquarie Disney 'realtive winner' from NFL rights deals, says Macquarie 03/18/21 Credit Suisse Comcast price target raised to $67 from $61 at Credit Suisse 03/16/21 Wells Fargo Wells starts Comcast at sell, says not good stock in current form 02/23/21 Credit Suisse SeaWorld price target raised to $52 from $34 at Credit Suisse 10/07/20 Benchmark Benchmark would be 'aggressive buyer' of Comcast amid broader market weakness 09/22/20 Benchmark Comcast price target raised to $60 from $54 at Benchmark 09/16/20 Pivotal Research Comcast price target raised to $60 from $52 at Pivotal Research 04/09/21 Benchmark Netflix deal for Sony films 'hardly transformative,' says Benchmark 03/08/21 Macquarie Sony downgraded to Neutral from Outperform at Macquarie 03/08/21 BofA BofA says buy AMD and Nvidia as Steam data points to GPU upgrade tailwinds 01/12/21 Citi Sony PS5 sales to date 'steady but somewhat disappointing,' says Citi 02/08/21 Deutsche Bank Lionsgate price target raised to $16 from $12 at Deutsche Bank 02/05/21 RBC Capital Lionsgate price target raised to $13 from $7 at RBC Capital 01/28/21 Macquarie Lionsgate price target raised to $18 from $12 at Macquarie 11/02/20 Morgan Stanley Lionsgate assumed with an Equal Weight at Morgan Stanley 09/02/20 Barrington Lionsgate price target raised to $14 from $10 at Barrington 05/05/20 Canaccord Lionsgate price target lowered to $13 from $16 at Canaccord $187.81 / +0.485 (+0.26%)
04/08/21 KeyBanc Netflix, Disney superior retention reinforces scale advantages, says KeyBanc 03/29/21 Loop Capital ViacomCBS upgraded to Hold at Loop Capital after share price decline 03/24/21 B. Riley Disney 'day-and-date' decision negative for exhibitors, says B. Riley 01/05/21 Gabelli ViacomCBS named a best idea for 2021 at Gabelli 07/13/20 Fly Intel: Top five analyst initiations 07/13/20 Fly Intel: Top five analyst downgrades 04/07/21 Wolfe Research Wolfe upgrades ViacomCBS to Outperform, sees 58% share upside 04/07/21 Wolfe Research ViacomCBS upgraded to Outperform from Peer Perform at Wolfe Research 03/30/21 Fly Intel: Top five analyst upgrades 03/30/21 Gabelli ViacomCBS upgraded to Buy from Hold at Gabelli 11/06/20 ViacomCBS reports Q3 adj. EPS 91c, consensus 80c 02/24/21 ViacomCBS reports Q4 EPS $1.04, consensus $1.02 02/24/21 Notable companies reporting after market close 11/05/20 Notable companies reporting before tomorrow's open 03/12/21 AT&T backs FY21 adjusted EPS view of stable with 2020, consensus $3.14 01/27/21 AT&T expects FY21 adjusted EPS to be stable with 2020, consensus $3.16 01/27/21 AT&T reports Q4 adjusted EPS 75c, consensus 73c 01/26/21 Notable companies reporting before tomorrow's open 02/03/21 Sony sees FY21 net income Y1.085B, sales and operating revenue Y8.8T 02/03/21 Sony reports nine months EPS Y867.17 vs. Y460.11 last year 10/28/20 Sony sees FY21 net income Y800B, sales and operating revenue Y8.5T 10/28/20 Sony reports 1H EPS Y565.97 vs. Y273.52 last year 02/04/21 Lionsgate reports Q3 adjusted EPS 21c, consensus (11c) 11/05/20 Lionsgate reports Q2 adjusted EPS 33c, consensus (3c) 11/05/20 Notable companies reporting after market close $187.81 / +0.485 (+0.26%)
02/11/21 Disney reports Q1 EPS ex-items 32c, consensus (41c) 02/11/21 Notable companies reporting after market close 11/12/20 Disney sees FY21 results continuing to be affected by COVID-19 11/12/20 Disney reports Q4 EPS ex-items (20c), consensus (71c) 01/28/21 Comcast reports Q4 adjusted EPS 56c, consensus 48c 01/27/21 Notable companies reporting before tomorrow's open 10/29/20 Comcast reports Q3 adj. EPS 65c, consensus 52c
Periodicals
Apple (AAPL) has hired…
Apple (AAPL) has hired Jesse Henderson, the former executive vice president of feature films for WarnerMedia's (T) HBO Max streaming service, to bolster its original film production, The Information's Jessica Toonkel reports, citing two people familiar with the situation. Reference Link
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04/09/21 AT&T to record Q1 non-cash pre-tax actuarial gain of $2.8B on pension obligation 04/05/21 ViacomCBS to acquire Chilevision from WarnerMedia, terms not disclosed 04/04/21 Fly Intel: Top five weekend stock stories 03/28/21 Fly Intel: Top five weekend stock stories 04/02/21 Apple adds over 30 titles to Arcade, bringing total to over 180 games 04/01/21 Apple building 'major' energy storage project in California 03/25/21 Hasbro's 'Magic: The Gathering Arena' now available on mobile devices 03/24/21 Gelsinger says 'Intel doesn't compete with Apple,' PC ecosystem does 04/09/21 Citi Citi tells investors to focus on Apple's capital deployment, iPhone gains 04/08/21 Piper Sandler Teen iPhone ownership continues to increase, says Piper Sandler 04/06/21 Cowen Apple's News product a key growth pillar, says Cowen 04/06/21 Morgan Stanley Morgan Stanley raises Services forecast for Apple, trims price target to $156 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 03/10/21 BTIG Fortinet price target raised to $205 from $183 at BTIG 03/05/21 JPMorgan JPMorgan sees AT&T rallying into analyst meeting, but not after 03/12/21 AT&T backs FY21 adjusted EPS view of stable with 2020, consensus $3.14 01/27/21 AT&T expects FY21 adjusted EPS to be stable with 2020, consensus $3.16 01/27/21 AT&T reports Q4 adjusted EPS 75c, consensus 73c 01/26/21 Notable companies reporting before tomorrow's open 01/27/21 Apple reports Q1 EPS $1.70, consensus $1.41 01/27/21 Notable companies reporting after market close 10/29/20 Apple says Q4 results were ahead of expectations 10/29/20 Apple reports Q4 Services revenue $14.55B vs. $12.51B last year 04/08/21 WarnerMedia CEO Kilar says 2022 movies will debut in theaters only, Vox reports 04/01/21 NBCUniversal considers pulling movies from HBO Max, Netflix, Bloomberg reports 03/27/21 Verizon, IBM among stocks to build income stream for long haul, Barron's says 03/22/21 NBA to seek $75B media rights package after 2024, CNBC reports 04/09/21 P&G, China trade groups work to avoid Apple's new privacy rules, WSJ reports 04/09/21 Apple to adopt LTPO display technology for upcoming iPhones, DigiTimes reports 04/08/21 Apple says Epic's Fortnite lawsuit is a marketing gimmick, CNET says 04/08/21 Apple postpones some MacBook, iPad production amid supply crunch, Nikkei says 04/05/21 Analyst says buy AMC after 'impressive' weekend at the box office 04/04/21 Box Office Battle: 'Godzilla vs. Kong' wins Easter weekend 03/29/21 Analysts upgrade ViacomCBS, GSX Techedu as selloff in shares continues 03/29/21 Twitter, ViacomCBS upgrades among today's top calls on Wall Street 04/08/21 Fly Intel: Wall Street's top stories for Thursday 04/08/21 Fly Intel: Wall Street's top stories at midday 04/07/21 #SocialStocks: AR glasses seen as future of tech 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries 03/24/21 Notable open interest changes for March 24th 03/15/21 Notable open interest changes for March 15th 03/08/21 AT&T call volume above normal and directionally bullish 04/09/21 Notable open interest changes for April 9th 04/09/21 Unusual call flow in option market yesterday 04/08/21 Apple options on track for 3M contract day as shares continue to rebound 04/08/21 Notable open interest changes for April 8th
Hot Stocks
In a regulatory filing…
In a regulatory filing earlier, AT&T stated: "For the quarter ended March 31, 2021, due in part to our recent resizing and restructuring of operations, we anticipate total distributions from the pension plan will exceed the threshold of service and interest costs for 2021, requiring us to follow settlement accounting and remeasure our pension benefit obligation at each quarter-end in 2021. For the quarter ended March 31, 2021, we expect to record a non-cash pre-tax actuarial gain of approximately $2.8B, which is primarily due to an increase in the discount rate used to measure the obligation. We recognize actuarial gains and losses on pension and postretirement plan assets and obligations in our consolidated results as a component of other income/expense. This gain will be included in our reported results but excluded in adjusted earnings, consistent with our historical practice for actuarial gains and losses."
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04/05/21 ViacomCBS to acquire Chilevision from WarnerMedia, terms not disclosed 04/04/21 Fly Intel: Top five weekend stock stories 03/28/21 Fly Intel: Top five weekend stock stories 03/23/21 Disney confirms 'Cruella' and 'Black Widow' to debut in theaters and on Disney+ 03/10/21 RBC Capital Fortinet price target raised to $175 from $162 at RBC Capital 03/10/21 DA Davidson Fortinet price target raised to $200 from $180 at DA Davidson 03/10/21 BTIG Fortinet price target raised to $205 from $183 at BTIG 03/05/21 JPMorgan JPMorgan sees AT&T rallying into analyst meeting, but not after 03/12/21 AT&T backs FY21 adjusted EPS view of stable with 2020, consensus $3.14 01/27/21 AT&T expects FY21 adjusted EPS to be stable with 2020, consensus $3.16 01/27/21 AT&T reports Q4 adjusted EPS 75c, consensus 73c 01/26/21 Notable companies reporting before tomorrow's open 04/08/21 WarnerMedia CEO Kilar says 2022 movies will debut in theaters only, Vox reports 04/01/21 NBCUniversal considers pulling movies from HBO Max, Netflix, Bloomberg reports 03/27/21 Verizon, IBM among stocks to build income stream for long haul, Barron's says 03/22/21 NBA to seek $75B media rights package after 2024, CNBC reports 04/05/21 Analyst says buy AMC after 'impressive' weekend at the box office 04/04/21 Box Office Battle: 'Godzilla vs. Kong' wins Easter weekend 03/29/21 Analysts upgrade ViacomCBS, GSX Techedu as selloff in shares continues 03/29/21 Twitter, ViacomCBS upgrades among today's top calls on Wall Street 04/09/21 Notable open interest changes for April 9th 03/24/21 Notable open interest changes for March 24th 03/15/21 Notable open interest changes for March 15th 03/08/21 AT&T call volume above normal and directionally bullish