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On The Fly	Charged: Tesla Q2 demand seen as robust despite rising competition » 11:12 05/10/21 05/10 11:12 05/10/21 11:12 TSLA Tesla $645.63 / -26.61 (-3.96%) , CCIV Churchill Capital Corp IV $18.91 / -0.385 (-2.00%) , F Ford $11.82 / -0.005 (-0.04%) , VWAGY Volkswagen $32.14 / +0.72 (+2.29%) , NIO NIO $35.94 / -1.01 (-2.73%) , XPEV XPeng $26.00 / -0.71 (-2.66%) , LI Li Auto $17.39 / -0.87 (-4.76%) , BMWYY BMW $34.07 / +0.4365 (+1.30%) , BEP Brookfield Renewable Partners $37.07 / +0.07 (+0.19%) , BKR Baker Hughes $24.91 / +0.27 (+1.10%) , BE Bloom Energy $20.90 / -2.32 (-9.99%) , SEDG SolarEdge $215.19 / -5.15 (-2.34%) Welcome to The Fly's… Open Full Text ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options XPEV VWAGY TSLA SEDG NIO LI F CCIV BMWYY BKR BEP BE XPEV XPeng $26.00 / -0.71 (-2.66%) 05/07/21 XPeng announces charging network across China has reached 1,140 stations 05/02/21 XPeng delivered a total of 5,147 Smart EVs in April 2021 04/22/21 Biden Administration pushing electric vehicle charging infrastructure 04/19/21 XPeng starts pre-orders of P5 sedan, expects deliveries in Q4 VWAGY Volkswagen $32.14 / +0.72 (+2.29%) 05/06/21 Volkswagen sees 2021 operating return on sales 5.5%-7% 04/16/21 EU passenger car registrations up 87.3% in March, up 3.2% in Q1 04/01/21 Volkswagen reports Q1 U.S. sales up 21% to 90,853 vehicles 03/31/21 QuantumScape meets milestone for VW, clearing the way for $100M investment TSLA Tesla $645.63 / -26.61 (-3.96%) 05/09/21 Fly Intel: Top five weekend stock stories 04/28/21 Tesla discloses EPA allegations of failure to provide compliance records 04/26/21 Tesla CFO says did invest $1.5B in Bitcoin in Q1 and then sold 10% of that stake 04/26/21 Tesla CFO says launched and began ramp of Model Y sales in Shanghai SEDG SolarEdge $215.19 / -5.15 (-2.34%) 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer NIO NIO $35.94 / -1.01 (-2.73%) 05/02/21 NIO delivered 7,102 vehicles in April 2021 04/14/21 Ford announces Mustang Mach-E made in China opens for pre-order 04/09/21 Tesla CEO offers 'congrats to NIO' on 100,000 vehicle milestone 04/01/21 NIO delivers 7,257 vehicles in March, 20,060 vehicles in Q1 LI Li Auto $17.39 / -0.87 (-4.76%) 05/02/21 Li Auto delivered 5,539 Li ONEs in April 2021 03/09/21 Li Auto adopts 2021 share incentive plan, grants options to CEO 02/02/21 Li Auto delivers 5,379 Li ONEs in January, up 355.8% F Ford $11.82 / -0.005 (-0.04%) 05/10/21 Ford issues recall for 2016-2019 Ford Explorers, affects 620,483 vehicles in US 05/07/21 IBI Group partners on Ford's Dearborn Campus building 05/04/21 Ford reports April U.S. sales up 64.8% to 197,813 vehicles 05/03/21 Ford furthers investment in EV battery producer Solid Power, CCIV Churchill Capital Corp IV $18.91 / -0.385 (-2.00%) 03/10/21 CEO Rawlinson says Lucid Motors 'good financially' until 2023 03/03/21 Lucid Motors teases in-vehicle entertainment partnership with Dolby 02/23/21 Churchill Capital Corp IV falls -31.9% 02/23/21 Churchill Capital Corp IV falls -43.9% BMWYY BMW $34.07 / +0.4365 (+1.30%) 05/03/21 Ford, BMW, Volta Energy invest in Solid Power 03/18/21 U.K. cuts electric vehicle grants, Tesla Model 3 no longer covered 01/27/21 BMW reports Q4 automotive free cash flow above market expectations BKR Baker Hughes $24.91 / +0.27 (+1.10%) 05/07/21 Baker Hughes reports U.S. rig count up 8 to 448 rigs 05/07/21 Baker Hughes reports U.S. rig count up 8 to 448 rigs 05/05/21 Baker Hughes, Bloom Energy to collaborate on low carbon power-generation 04/30/21 Baker Hughes reports U.S. rig count up 2 to 440 rigs BEP Brookfield Renewable Partners $37.07 / +0.07 (+0.19%) 03/30/21 Plug Power, Brookfield Renewable to build green hydrogen plant in Pennsylvania 02/11/21 Brookfield announces pricing of secondary public offering 12/11/20 Brookfield Renewable to acquire distributed generation platform for $810M BE Bloom Energy $20.90 / -2.32 (-9.99%) 04/27/21 Bloom Energy deploys first fuel cells powered solely by hydrogen 04/21/21 Bloom Energy falls -6.5% 12/09/20 Bloom Energy falls -15.3% TSLA CCIV F VWAGY NIO XPEV LI BMWYY BEP BKR BE SEDG TSLA Tesla $645.63 / -26.61 (-3.96%) 05/10/21 Wedbush Tesla demand looks robust so far in Q2 despite rising competition, says Wedbush 05/03/21 Mizuho NIO price target raised to $65 from $60 at Mizuho 04/27/21 Jefferies Tesla's 'mixed quarter' gave 'fodder for bulls and bears,' says Jefferies 04/27/21 Wedbush Tesla delivers 'strong' results, EV demand looks robust, says Wedbush CCIV Churchill Capital Corp IV $18.91 / -0.385 (-2.00%) 02/23/21 Wells Fargo Trinity Capital initiated with an Overweight at Wells Fargo F Ford $11.82 / -0.005 (-0.04%) 04/22/21 Deutsche Bank Ford named 'Catalyst Call: Buy Idea' at Deutsche Bank 04/22/21 Wolfe Research Wolfe upgrades Ford with $15 target, sees GM-like 'significant re-rating' 04/22/21 Wolfe Research Ford upgraded to Outperform from Peer Perform at Wolfe Research VWAGY Volkswagen $32.14 / +0.72 (+2.29%) 05/07/21 JPMorgan Volkswagen price target lowered to EUR 245 from EUR 255 at JPMorgan 05/07/21 RBC Capital Volkswagen price target raised to EUR 290 from EUR 277 at RBC Capital 04/27/21 Morgan Stanley Volkswagen price target raised to EUR 180 from EUR 160 at Morgan Stanley NIO NIO $35.94 / -1.01 (-2.73%) 05/03/21 Morgan Stanley NIO on track for Q2 target after April deliveries, says Morgan Stanley 04/23/21 Fly Intel: Top five analyst initiations XPEV XPeng $26.00 / -0.71 (-2.66%) 04/13/21 Morgan Stanley Morgan Stanley cuts Ehang to Equal Weight on regulatory, competitive uncertainty 03/22/21 Deutsche Bank XPeng confident about near-term demand trajectory, says Deutsche Bank 03/10/21 Citi Xpeng price target lowered to $50 from $57.71 at Citi LI Li Auto $17.39 / -0.87 (-4.76%) 03/11/21 Fly Intel: Top five analyst initiations 03/11/21 Needham Li Auto initiated with a Buy at Needham 03/11/21 Needham Li Auto initiated with a Buy at Needham BMWYY BMW $34.07 / +0.4365 (+1.30%) 04/22/21 AlphaValue BMW upgraded to Add from Reduce at AlphaValue 04/21/21 Deutsche Bank BMW price target raised to EUR 115 from EUR 105 at Deutsche Bank 04/20/21 JPMorgan BMW price target raised to EUR 90 from EUR 85 at JPMorgan 04/12/21 Exane BNP Paribas BMW upgraded to Outperform from Neutral at Exane BNP Paribas BEP Brookfield Renewable Partners $37.07 / +0.07 (+0.19%) 05/05/21 Barclays Brookfield Renewable Partners price target lowered to $44 from $52 at Barclays 05/04/21 R.F. Lafferty Brookfield Renewable Partners downgraded to Hold from Buy at R.F. Lafferty 04/28/21 TD Securities Brookfield Renewable Partners resumed with a Hold at TD Securities 04/26/21 Wells Fargo Brookfield Renewable upgraded to Overweight from Equal Weight at Wells Fargo BKR Baker Hughes $24.91 / +0.27 (+1.10%) 05/03/21 Barclays Baker Hughes upgraded to Overweight from Equal Weight at Barclays 04/26/21 Fly Intel: Top five analyst upgrades 04/26/21 Citi Baker Hughes upgraded to Buy following underperformance at Citi 04/26/21 Citi Baker Hughes upgraded to Buy from Neutral at Citi BE Bloom Energy $20.90 / -2.32 (-9.99%) 04/19/21 Wells Fargo Bloom Energy initiated with an Overweight at Wells Fargo 04/16/21 JPMorgan Bloom Energy upgraded to Overweight following 21% pullback at JPMorgan 04/16/21 JPMorgan Bloom Energy upgraded to Overweight from Neutral at JPMorgan 03/30/21 Northcoast Bloom Energy initiated with a Buy at Northcoast SEDG SolarEdge $215.19 / -5.15 (-2.34%) 05/10/21 Fly Intel: Top five analyst upgrades 05/10/21 BofA SolarEdge upgraded to Buy from Neutral at BofA 05/10/21 BofA SolarEdge upgraded to Buy from Neutral at BofA 05/05/21 Truist SolarEdge price target lowered to $325 from $435 at Truist XPEV VWAGY TSLA SEDG NIO LI F BMWYY BKR BEP BE XPEV XPeng $26.00 / -0.71 (-2.66%) 03/08/21 Xpeng sees Q1 revenue up approximately 531%. 03/08/21 Xpeng reports Q4 EPS (15c), two estimates (12c) 11/12/20 Xpeng sees Q4 revenue RMB 2.2B, up 244% year-over-year 11/12/20 Xpeng reports Q3 EPS (32c), deliveries of 8,578 VWAGY Volkswagen $32.14 / +0.72 (+2.29%) 05/06/21 Volkswagen reports Q1 revenue EUR 62.4B vs. EUR 55.1B last year TSLA Tesla $645.63 / -26.61 (-3.96%) 04/26/21 Tesla reports Q1 non-GAAP EPS 93c, consensus 79c 04/26/21 Notable companies reporting after market close 01/27/21 Tesla reports Q4 non-GAAP EPS 80c, consensus $1.01 01/27/21 Notable companies reporting after market close SEDG SolarEdge $215.19 / -5.15 (-2.34%) 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c NIO NIO $35.94 / -1.01 (-2.73%) 04/29/21 NIO sees Q2 revenue $1.24B-$1.3B, consensus $1.21B 04/29/21 NIO reports Q1 adjusted EPS (4c), two estimates (16c) 04/29/21 Notable companies reporting after market close 03/01/21 NIO sees Q1 revenue $1.13B-$1.16B, consensus $718.49M LI Li Auto $17.39 / -0.87 (-4.76%) 11/23/20 Cango sees Q4 revenue RMB 700M - RMB 750M 11/13/20 Li Auto sees Q4 revenue $457.8M-$499.4M, consensus $342.38M 11/13/20 Li Auto reports Q3 EPS (8c), consensus (8c) F Ford $11.82 / -0.005 (-0.04%) 04/28/21 Ford reports Q1 adjusted EPS 89c, consensus 21c 04/28/21 Notable companies reporting after market close 03/16/21 Ford backs FY21 guidance, says results could be hurt if semi shortage extends 02/04/21 Ford reports Q4 adjusted EPS 34c, consensus (7c) BMWYY BMW $34.07 / +0.4365 (+1.30%) 04/19/21 BMW says preliminary 'key' performance figures for Q1 top market expectations BKR Baker Hughes $24.91 / +0.27 (+1.10%) 04/21/21 Baker Hughes reports Q1 non-GAAP EPS 12c, consensus 11c 01/21/21 Baker Hughes reports Q4 adjusted EPS (7c), consensus 17c BEP Brookfield Renewable Partners $37.07 / +0.07 (+0.19%) 05/04/21 Brookfield Renewable Partners reports Q1 EPS (24c) vs. 1c last year 02/04/21 Brookfield Renewable Partners reports Q1 normalized FFO 41 vs. 28c a year ago BE Bloom Energy $20.90 / -2.32 (-9.99%) 05/05/21 Bloom Energy sees FY21 revenue $950M-$1B, consensus $981.95M 05/05/21 Bloom Energy reports Q1 adjusted EPS (7c), consensus (7c) 02/10/21 Bloom Energy sees FY21 revenue $950M-$1.0B, consensus $978.24M 02/10/21 Bloom Energy reports Q4 EPS (8c), consensus 0c 14 Dec 09 Dec 04 Dec 15 Oct 02 Oct 31 Aug 27 Aug 30 Jul 11 Jun XPEV VWAGY TSLA NIO F CCIV BMWYY BKR BE XPEV XPeng $26.00 / -0.71 (-2.66%) 04/16/21 Tesla, former employee settle suit over Autopilot code, Reuters reports 03/02/21 Xpeng to offer cheaper battery option for P7 model in China, SCMP reports 12/02/20 House approves bill restricting Chinese firms on U.S exchanges, Bloomberg says VWAGY Volkswagen $32.14 / +0.72 (+2.29%) 05/07/21 Volkswagen faces no pressure to raise wages in Europe, FT reports 05/02/21 VW warns chip shortage to curb output in coming months, Bloomberg reports 04/29/21 SEC to investigate Volkswagen over 'Voltswagen' stunt, Der Spiegel says 04/29/21 VW CEO to step down as board head at Seat, Skoda units, Reuters says TSLA Tesla $645.63 / -26.61 (-3.96%) 05/10/21 Nio relies on battery swapping to challenge Tesla in EV market, FT reports 05/08/21 Tesla stock needs a catalyst, Barron's says 05/07/21 Tesla cautious about Full Self-Driving timeline, Electrek reports 05/04/21 Stellantis sees hitting European CO2 targets without Tesla credits, Reuters says NIO NIO $35.94 / -1.01 (-2.73%) 01/28/21 NIO ES6 'rumored to be coming to Europe in 2021,' Electrek says 01/06/21 NIO plans to launch models with lithium iron phosphate batteries, CNEVPost says 12/12/20 Nio, Xeng, Li Auto not the next Tesla, Barron's says F Ford $11.82 / -0.005 (-0.04%) 05/05/21 Ford tells Bloomberg to shut Bronco-Ranger plant for two weeks on chip shortage 04/29/21 Ford nearing decision to license VW tech for another EV, Bloomberg says 04/23/21 Biden moves to unwind Trump auto-emissions policy, WSJ says 04/22/21 Tesla car will drive with Autopilot on, no one in driver's seat, CR says CCIV Churchill Capital Corp IV $18.91 / -0.385 (-2.00%) 04/07/21 White House proposal calls for $100B in new EV consumer rebates, Reuters says 04/06/21 U.S. EV incentive tax credit rumored to rise to $10,000, Electrek says 02/26/21 Portnoy says he bought Churchill Capital IV shares, will 'probably get killed' 02/23/21 Lucid CEO tells Bloomberg production delay due to Churchill concerns BMWYY BMW $34.07 / +0.4365 (+1.30%) 03/22/21 California senators urge Biden to set end date for gas car sales, Reuters report 03/17/21 BMW does not plan to make its own EV batteries, CNBC reports 03/02/21 IPG Mediabrands planning event focused on Black-owned media firms, AdAge says 02/01/21 Tesla stands to get at least EUR1B in German subsidies, Reuters reports BKR Baker Hughes $24.91 / +0.27 (+1.10%) 02/24/21 Baker Hughes, AXA, 16 others wind down work on Nord Stream 2, Reuters says 11/11/20 OPEC+ discussing possible 3-to-6 month delay of production hikes, Bloomberg says BE Bloom Energy $20.90 / -2.32 (-9.99%) 03/11/21 Advisor says White House may propose clean energy tax credits, Bloomberg reports 12/08/20 Rapidly changing industry foiled Bloom Energy's vision, WSJ says XPEV VWAGY TSLA SEDG NIO LI F CCIV BEP BE XPEV XPeng $26.00 / -0.71 (-2.66%) 04/19/21 Charged: Walmart invests in GM-backed self-driving company Cruise 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries VWAGY Volkswagen $32.14 / +0.72 (+2.29%) 04/01/21 Fly Intel: Wall Street's top stories for Thursday 04/01/21 Fly Intel: Wall Street's top stories at midday 03/30/21 Volkswagen might not be changing U.S. unit name to 'Voltswagen' after all 03/30/21 Volkswagen jumps after confirming name change to 'Voltswagen' in the U.S. TSLA Tesla $645.63 / -26.61 (-3.96%) 05/03/21 Charged: Tesla's first quarter beat fueled by bitcoin, credit sales 04/30/21 The Intersection: Crypto and Wall Street This Week 04/29/21 Fly Intel: What to watch in EV space earnings reports 04/27/21 Fly Intel: Wall Street's top stories for Tuesday SEDG SolarEdge $215.19 / -5.15 (-2.34%) 05/03/21 Fly Intel: After-Hours Movers 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street NIO NIO $35.94 / -1.01 (-2.73%) 04/26/21 Charged: Biden pushing EV charging infrastructure 04/26/21 Fly Intel: What to watch in Tesla earnings report LI Li Auto $17.39 / -0.87 (-4.76%) 04/06/21 Fly Intel: After-Hours Movers 03/13/21 Charged: Tesla seen losing share to Ford in U.S., Volkswagen in Europe 03/11/21 Tesla initiation, GE downgrade among today's top calls on Wall Street F Ford $11.82 / -0.005 (-0.04%) 05/04/21 Fly Intel: Wall Street's top stories for Tuesday 05/04/21 Fly Intel: Wall Street's top stories at midday 04/29/21 Fly Intel: Wall Street's top stories for Thursday 04/29/21 Fly Intel: Wall Street's top stories at midday CCIV Churchill Capital Corp IV $18.91 / -0.385 (-2.00%) 02/27/21 Charged: Tesla temporarily halts Model 3 line at CA plant 02/23/21 Fly Intel: Wall Street's top stories for Tuesday 02/23/21 Fly Intel: Wall Street's top stories at midday 02/23/21 SPACs slide after Lucid Motors confirms anticipated come-public deal BEP Brookfield Renewable Partners $37.07 / +0.07 (+0.19%) 02/20/21 Charged: Analyst sees Apple announcing EV partnership in 2021 BE Bloom Energy $20.90 / -2.32 (-9.99%) 05/05/21 Fly Intel: After-Hours Movers 03/31/21 Renewable energy stocks rise as Biden unveils infrastructure bill details 05/25/21 Global Technology, Media & Communications Virtual Conference 06/21/21 Virtual London Conference 06/22/21 2021 Energy, Power & Renewables Virtual Conference 08:00 Today XPeng - XPEV 05/25/21 Baker Hughes - BKR 05/12/21 Bloom Energy Corp. 08:30 Today Ford Motor Company 05/14/21 Baker Hughes Co 06/01/21 SolarEdge Technologies, Inc. XPEV TSLA SEDG NIO LI F CCIV BKR BEP BE XPEV XPeng $26.00 / -0.71 (-2.66%) 04/13/21 XPeng call volume above normal and directionally bullish 03/26/21 XPeng call volume above normal and directionally bullish 03/16/21 XPeng call volume above normal and directionally bullish 03/10/21 Unusually active option classes on open March 10th TSLA Tesla $645.63 / -26.61 (-3.96%) 05/10/21 Notable open interest changes for May 10th 05/05/21 Notable open interest changes for May 5th 05/04/21 Notable open interest changes for May 4th 05/03/21 Notable open interest changes for May 3rd SEDG SolarEdge $215.19 / -5.15 (-2.34%) 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings NIO NIO $35.94 / -1.01 (-2.73%) 04/16/21 Notable open interest changes for April 16th 04/08/21 Notable open interest changes for April 8th 03/29/21 Notable open interest changes for March 29th 03/26/21 Notable open interest changes for March 26th LI Li Auto $17.39 / -0.87 (-4.76%) 05/10/21 Li Auto put volume heavy and directionally bearish 03/26/21 Li Auto put volume heavy and directionally bearish 03/11/21 Li Auto call volume above normal and directionally bullish 03/09/21 Li Auto call volume above normal and directionally bullish F Ford $11.82 / -0.005 (-0.04%) 04/30/21 Notable open interest changes for April 30th 04/29/21 Notable open interest changes for April 29th 04/28/21 Notable open interest changes for April 28th 04/26/21 Ford call volume above normal and directionally bullish CCIV Churchill Capital Corp IV $18.91 / -0.385 (-2.00%) 05/04/21 Largest borrow rate increases among liquid names 05/03/21 Largest borrow rate increases among liquid names 04/29/21 Largest borrow rate increases among liquid names 04/09/21 Largest borrow rate increases among liquid names BKR Baker Hughes $24.91 / +0.27 (+1.10%) 05/03/21 Early notable gainers among liquid option names on May 3rd BEP Brookfield Renewable Partners $37.07 / +0.07 (+0.19%) 01/28/21 new option listings on January 28th BE Bloom Energy $20.90 / -2.32 (-9.99%) 12/08/20 Bloom Energy call volume above normal and directionally bullish 12/04/20 Bloom Energy call volume above normal and directionally bullish 11/24/20 Bloom Energy call volume above normal and directionally bullish 11/23/20 Bloom Energy call volume above normal and directionally bullish
Upgrade	Fly Intel: Top five analyst upgrades » 09:58 05/10/21 05/10 09:58 05/10/21 09:58 LYFT Lyft $50.42 / +0.35 (+0.70%) , SEDG SolarEdge $215.00 / -5.34 (-2.42%) , VIAC ViacomCBS $38.96 / -0.41 (-1.04%) , LYV Live Nation $81.38 / +1.44 (+1.80%) , CCOI Cogent $79.65 / +1.64 (+2.10%) Catch up on today's… Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Lyft (LYFT) upgraded to Outperform from Neutral at Daiwa with analyst Jairam Nathan believing the 20% decline of Lyft's stock since April 28 offers an attractive entry point, even with risks from labor regulations and driver availability in earnings for 2021 and beyond. 2. SolarEdge (SEDG) upgraded to Buy from Neutral at BofA with analyst Aric Li citing the positive long-term outlook and a robust demand backdrop presenting a buying opportunity for SolarEdge shares. 3. ViacomCBS (VIAC) upgraded to Outperform from Market Perform at Barrington with analyst James Goss saying the company's streaming efforts create a "compelling collection of products to navigate the shifting media consumption landscape." 3. Live Nation (LYV) upgraded to Buy from Hold at Jefferies with analyst David Katz saying recovery trends and data points support his above consensus 2022 AOI estimates, while management is pointing to accelerating organic and potential external growth beyond 2022. 5. Cogent (CCOI) upgraded to Outperform from Sector Perform at RBC Capital with analyst Bora Lee being positive on the stock amid the early signs of a potential recovery in the Corporate market with increasing vaccination rates and constructive International trends. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. ShowHide Related Items >><< Company News Street Research Earnings Syndicate Periodicals On The Fly Events Options VIAC SEDG LYV LYFT CCOI VIAC ViacomCBS $38.96 / -0.41 (-1.04%) 05/06/21 ViacomCBS says advertising revenue continues to improve 05/06/21 ViacomCBS CEO says 'thrilled with where we are' 05/04/21 WNBA to broadcast certain games on Twitter, Oculus, Paramount+ 04/27/21 Comscore to expand agreement with ViacomCBS SEDG SolarEdge $215.00 / -5.34 (-2.42%) 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer LYV Live Nation $81.38 / +1.44 (+1.80%) 03/18/21 Live Nation up 2% after NY Governor says concerts can restart on April 1 LYFT Lyft $50.42 / +0.35 (+0.70%) 05/04/21 Lyft reports Q1 active riders 13.494M, down 36.4% 05/04/21 Lyft reports Q1 active riders 13.494M, down 36.4% 04/29/21 Uber, Lyft fall after Labor Secretary comments on gig workers' status 04/26/21 Lyft jumps about 3% to $64.80 after selling Level 5 to Woven Planet CCOI Cogent $79.65 / +1.64 (+2.10%) 04/28/21 Cogent raises quarterly dividend to 78c from 75.5c per share LYFT SEDG VIAC LYV CCOI LYFT Lyft $50.42 / +0.35 (+0.70%) 05/10/21 Daiwa Lyft upgraded to Outperform from Neutral at Daiwa 05/10/21 Daiwa Lyft upgraded to Outperform from Neutral at Daiwa 05/06/21 Citi Lyft price target raised to $80 from $76 at Citi 05/06/21 Piper Sandler Uber price target lowered to $55 from $58 at Piper Sandler SEDG SolarEdge $215.00 / -5.34 (-2.42%) 05/10/21 BofA SolarEdge upgraded to Buy from Neutral at BofA 05/10/21 BofA SolarEdge upgraded to Buy from Neutral at BofA 05/05/21 Truist SolarEdge price target lowered to $325 from $435 at Truist 05/04/21 Northland SolarEdge's in-line quarter likely not enough to move shares up, says Northland VIAC ViacomCBS $38.96 / -0.41 (-1.04%) 05/10/21 Barrington ViacomCBS upgraded to Outperform from Market Perform at Barrington 05/10/21 BMO Capital ViacomCBS price target lowered to $48 from $55 at BMO Capital 05/07/21 Fly Intel: Top five analyst upgrades 05/07/21 Wells Fargo ViacomCBS upgraded to Equal Weight from Underweight at Wells Fargo LYV Live Nation $81.38 / +1.44 (+1.80%) 05/10/21 Jefferies Live Nation upgraded to Buy following 13% pullback at Jefferies 05/10/21 Jefferies Live Nation upgraded to Buy from Hold at Jefferies 02/26/21 Cowen Live Nation price target raised to $100 from $85 at Cowen 01/19/21 Evercore ISI Live Nation downgraded to In Line from Outperform at Evercore ISI CCOI Cogent $79.65 / +1.64 (+2.10%) 05/10/21 RBC Capital Cogent upgraded to Outperform from Sector Perform at RBC Capital 05/09/21 RBC Capital Cogent upgraded to Outperform at RBC Capital on improving macro conditions 05/09/21 RBC Capital Cogent upgraded to Outperform from Sector Perform at RBC Capital 05/04/21 Credit Suisse Cogent upgraded to Outperform from Neutral at Credit Suisse VIAC SEDG LYV LYFT CCOI VIAC ViacomCBS $38.96 / -0.41 (-1.04%) 05/06/21 ViacomCBS reports Q1 EPS $1.52, consensus $1.22 05/05/21 Notable companies reporting before tomorrow's open 02/24/21 ViacomCBS reports Q4 EPS $1.04, consensus $1.02 SEDG SolarEdge $215.00 / -5.34 (-2.42%) 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c LYV Live Nation $81.38 / +1.44 (+1.80%) 05/06/21 Live Nation reports Q1 EPS ($1.44), consensus ($1.55) 05/06/21 Notable companies reporting after market close 02/25/21 Live Nation reports Q4 revenue $237.3M, consensus $209.62M 02/25/21 Notable companies reporting after market close LYFT Lyft $50.42 / +0.35 (+0.70%) 05/04/21 Lyft reports Q1 EPS ($1.31), consensus (53c) 05/04/21 Notable companies reporting after market close 02/09/21 Lyft reports Q4 revenue $569.9M, consensus $562.49M 02/09/21 Notable companies reporting after market close CCOI Cogent $79.65 / +1.64 (+2.10%) 04/28/21 Cogent reports Q1 EPS 41c, consensus 18c 06 Apr 29 Mar 24 Mar VIAC LYV LYFT VIAC ViacomCBS $38.96 / -0.41 (-1.04%) 05/06/21 'A Quiet Place' stars in pay dispute with Paramount Pictures, Bloomberg reports 04/14/21 CBS News president Susan Zirinsky preparing to step down, NY Times reports 04/09/21 Paramount pushes out release for 'Top Gun: Maverick' to November, Deadline says 04/08/21 CBS parts ways with two executives amid conduct investigation, WSJ reports LYV Live Nation $81.38 / +1.44 (+1.80%) 01/04/21 Ticketmaster to pay $10M fine to resolve federal charges, WSJ reports LYFT Lyft $50.42 / +0.35 (+0.70%) 05/05/21 Trump era rule for gig workers withdrawn by Biden administration, WaPo reports 04/29/21 Labor Secretary says most gig workers should be called employees, Reuters says 04/09/21 China's Didi Chuxing files confidentially for U.S. IPO, Bloomberg says 04/09/21 China's Didi Chuxing files confidentially for U.S. IPO, Bloomberg says VIAC SEDG LYV LYFT VIAC ViacomCBS $38.96 / -0.41 (-1.04%) 05/09/21 Box Office Battle: 'Wrath of Man' wins weekend with $8.1M 05/07/21 Viacom, Etsy upgrades among today's top calls on Wall Street 05/06/21 Fly Intel: Pre-market Movers 05/02/21 Box Office Battle: 'Demon Slayer' wins weekend with $6.4M SEDG SolarEdge $215.00 / -5.34 (-2.42%) 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries LYV Live Nation $81.38 / +1.44 (+1.80%) 05/06/21 Fly Intel: After-Hours Movers LYFT Lyft $50.42 / +0.35 (+0.70%) 05/08/21 Opening Day: Jessica Alba's Honest Company raises over $400M in IPO 05/06/21 Uber slides after results as Biden withdraws Trump era rule for gig workers 05/05/21 Fly Intel: Wall Street's top stories for Wednesday 05/05/21 Fly Intel: Wall Street's top stories at midday 05/17/21 6th Annual Credit & Leveraged Finance Virtual Conference 05/25/21 Global Technology, Media & Communications Virtual Conference 06/21/21 Virtual London Conference 05/25/21 ViacomCBS Inc 06/01/21 SolarEdge Technologies, Inc. 06/10/21 Live Nation Entertainment Inc. 06/17/21 Lyft, Inc. VIAC SEDG LYV LYFT VIAC ViacomCBS $38.96 / -0.41 (-1.04%) 05/07/21 Notable open interest changes for May 7th 05/06/21 Unusually active option classes on open May 6th 04/09/21 Notable open interest changes for April 9th 04/08/21 Notable open interest changes for April 8th SEDG SolarEdge $215.00 / -5.34 (-2.42%) 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings LYV Live Nation $81.38 / +1.44 (+1.80%) 05/07/21 Early notable gainers among liquid option names on May 7th LYFT Lyft $50.42 / +0.35 (+0.70%) 04/27/21 Unusually active option classes on open April 27th 03/15/21 Lyft call buyer realizes 5% same-day gains 03/12/21 Lyft call volume above normal and directionally bullish 03/05/21 Lyft call volume above normal and directionally bullish
Upgrade	SolarEdge upgraded to Buy from Neutral at BofA » 06:19 05/10/21 05/10 06:19 05/10/21 06:19 SEDG SolarEdge $220.16 / +6.49 (+3.04%) BofA analyst Aric Li… BofA analyst Aric Li upgraded SolarEdge to Buy from Neutral with a $276 price target. The recent share underperformance is driven by investor concerns around near-term chip shortages and the related impact for not just FY21, but the possibility of "systemic shortage" persisting into FY22, the analyst tells investors in a research note. Li states however that this risk should ultimately prove to be a "transitory overhang" as he cites the positive long-term outlook and a robust demand backdrop presenting a buying opportunity for SolarEdge shares. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options SEDG SolarEdge $220.16 / +6.49 (+3.04%) 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer SEDG SolarEdge $220.16 / +6.49 (+3.04%) 05/10/21 BofA SolarEdge upgraded to Buy from Neutral at BofA 05/05/21 Truist SolarEdge price target lowered to $325 from $435 at Truist 05/04/21 Northland SolarEdge's in-line quarter likely not enough to move shares up, says Northland 05/04/21 B. Riley SolarEdge positioned to outperform through 2021, says B. Riley SEDG SolarEdge $220.16 / +6.49 (+3.04%) 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c SEDG SolarEdge $220.16 / +6.49 (+3.04%) 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries 06/21/21 Virtual London Conference 06/01/21 SolarEdge Technologies, Inc. SEDG SolarEdge $220.16 / +6.49 (+3.04%) 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings
Upgrade	SolarEdge upgraded to Buy from Neutral at BofA » 06:06 05/10/21 05/10 06:06 05/10/21 06:06 SEDG SolarEdge $220.16 / +6.49 (+3.04%) BofA analyst Aric Li… BofA analyst Aric Li upgraded SolarEdge to Buy from Neutral with a $276 price target. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options SEDG SolarEdge $220.16 / +6.49 (+3.04%) 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer SEDG SolarEdge $220.16 / +6.49 (+3.04%) 05/05/21 Truist SolarEdge price target lowered to $325 from $435 at Truist 05/04/21 Northland SolarEdge's in-line quarter likely not enough to move shares up, says Northland 05/04/21 B. Riley SolarEdge positioned to outperform through 2021, says B. Riley 05/04/21 Roth Capital SolarEdge price target lowered to $310 from $380 at Roth Capital SEDG SolarEdge $220.16 / +6.49 (+3.04%) 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c SEDG SolarEdge $220.16 / +6.49 (+3.04%) 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries 06/21/21 Virtual London Conference 06/01/21 SolarEdge Technologies, Inc. SEDG SolarEdge $220.16 / +6.49 (+3.04%) 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings

Over a week ago
Recommendations	SolarEdge price target lowered to $325 from $435 at Truist » 09:30 05/05/21 05/05 09:30 05/05/21 09:30 SEDG SolarEdge $218.70 / -42.445 (-16.25%) Truist analyst Tristan… Truist analyst Tristan Richardson lowered the firm's price target on SolarEdge to $325 from $435 but keeps a Buy rating on the shares. The company's Q1 results topped estimates and the management took the tone that the chip shortage would not have a major impact on the stock, though shares sold off as investors repriced the risk around supply chains, the analyst tells investors in a research note. Considering the broader demand backdrop, the sharp selloff represents an attractive entry point, Richardson adds. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options SEDG SolarEdge $218.70 / -42.445 (-16.25%) 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer SEDG SolarEdge $218.70 / -42.445 (-16.25%) 05/04/21 Northland SolarEdge's in-line quarter likely not enough to move shares up, says Northland 05/04/21 B. Riley SolarEdge positioned to outperform through 2021, says B. Riley 05/04/21 Roth Capital SolarEdge price target lowered to $310 from $380 at Roth Capital 05/04/21 Susquehanna SolarEdge guidance inline as demand remains robust, says Susquehanna SEDG SolarEdge $218.70 / -42.445 (-16.25%) 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c SEDG SolarEdge $218.70 / -42.445 (-16.25%) 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries 05/25/21 Global Technology, Media & Communications Virtual Conference 06/21/21 Virtual London Conference 06/01/21 SolarEdge Technologies, Inc. SEDG SolarEdge $218.70 / -42.445 (-16.25%) 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings

Recommendations	SolarEdge's in-line quarter likely not enough to move shares up, says Northland » 08:35 05/04/21 05/04 08:35 05/04/21 08:35 SEDG SolarEdge / + , ENPH Enphase Energy / + Northland analyst Gus… Northland analyst Gus Richard raised the firm's price target on SolarEdge (SEDG) to $220 from $210 and keeps an Underperform rating on the shares after the company reported an "in-line quarter" that he does not see as likely to be enough to move its shares higher. While noting that SolarEdge will grow "slightly faster" in Q2 due to tight inventory at Enphase Energy (ENPH), Richard added that he does not believe the outperformance is sustainable. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options SEDG ENPH SEDG SolarEdge / + 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer ENPH Enphase Energy / + 04/29/21 Enphase Energy, Palomar collaborate further to improve home energy technology 04/19/21 Enphase Energy, REA Global to power electric bus in Australia 04/08/21 Enphase Energy launches Enphase Installer Network in Europe 04/07/21 Enphase Energy customer support now available 24/7 globally SEDG ENPH SEDG SolarEdge / + 05/04/21 B. Riley SolarEdge positioned to outperform through 2021, says B. Riley 05/04/21 Roth Capital SolarEdge price target lowered to $310 from $380 at Roth Capital 05/04/21 Susquehanna SolarEdge guidance inline as demand remains robust, says Susquehanna 05/04/21 Canaccord SolarEdge price target lowered to $260 from $350 at Canaccord ENPH Enphase Energy / + 04/29/21 Truist Enphase Energy price target lowered to $205 from $254 at Truist 04/28/21 Evercore ISI Enphase Energy weakness should be used to add to positions, says Evercore ISI 04/28/21 Fly Intel: Top five analyst downgrades 04/28/21 Craig-Hallum Enphase Energy price target lowered to $175 from $210 at Craig-Hallum SEDG ENPH SEDG SolarEdge / + 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c ENPH Enphase Energy / + 04/27/21 Enphase Energy sees Q2 revenue $300M-$320M, consensus 320.92M 04/27/21 Enphase Energy reports Q1 EPS 56c, consensus 45c 04/27/21 Notable companies reporting after market close 02/09/21 Enphase Energy sees Q 1 revenue of $280M-$300M, consensus $259.84M SEDG ENPH SEDG SolarEdge / + 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries ENPH Enphase Energy / + 05/03/21 Charged: Tesla's first quarter beat fueled by bitcoin, credit sales 04/28/21 Fly Intel: Wall Street's top stories for Wednesday 04/28/21 Fly Intel: Wall Street's top stories at midday 05/25/21 Global Technology, Media & Communications Virtual Conference 06/21/21 Virtual London Conference 05/19/21 Enphase Energy Inc 06/01/21 SolarEdge Technologies, Inc. SEDG ENPH SEDG SolarEdge / + 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings ENPH Enphase Energy / + 04/27/21 Enphase Energy options imply 17.8% move in share price post-earnings 04/22/21 Early notable gainers among liquid option names on April 22nd 04/20/21 Early notable gainers among liquid option names on April 20th 04/06/21 Early notable gainers among liquid option names on April 6th
Recommendations	SolarEdge positioned to outperform through 2021, says B. Riley » 08:24 05/04/21 05/04 08:24 05/04/21 08:24 SEDG SolarEdge / + B. Riley analyst… B. Riley analyst Christopher Souther lowered the firm's price target on SolarEdge to $368 from $371 and keeps a Buy rating on the shares. The company last night reported a "relatively strong" Q1 earnings event as it reported a beat and guided Q2 revenue above consensus, Souther tells investors in a research note. Channel issues for the commercial business appear to have cleared up, with growth resuming, and SolarEdge has avoided near-term supply shortage issues "relatively well with its inventory still elevated," says the analyst. He remains confident SolarEdge "is set up nicely to outperform" through the rest of the year. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options SEDG SolarEdge / + 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer SEDG SolarEdge / + 05/04/21 Roth Capital SolarEdge price target lowered to $310 from $380 at Roth Capital 05/04/21 Susquehanna SolarEdge guidance inline as demand remains robust, says Susquehanna 05/04/21 Canaccord SolarEdge price target lowered to $260 from $350 at Canaccord 04/22/21 Fly Intel: Top five analyst upgrades SEDG SolarEdge / + 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c SEDG SolarEdge / + 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries 05/25/21 Global Technology, Media & Communications Virtual Conference 06/21/21 Virtual London Conference 06/01/21 SolarEdge Technologies, Inc. SEDG SolarEdge / + 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings
Recommendations	SolarEdge price target lowered to $310 from $380 at Roth Capital » 07:57 05/04/21 05/04 07:57 05/04/21 07:57 SEDG SolarEdge / + Roth Capital analyst… Roth Capital analyst Philip Shen lowered the firm's price target on SolarEdge to $310 from $380 and keeps a Buy rating on the shares. The analyst notes SolarEdge reported an inline Q1 and healthy Q2 guide. Management appears to be navigating the chip shortage well, Shen contends. Nonetheless, the analyst acknowledges that many were looking for outperformance on volumes/inventory and may have been disappointed. All in, he looks for the stock to trade sideways/down as a result. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options SEDG SolarEdge / + 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer SEDG SolarEdge / + 05/04/21 Susquehanna SolarEdge guidance inline as demand remains robust, says Susquehanna 05/04/21 Canaccord SolarEdge price target lowered to $260 from $350 at Canaccord 04/22/21 Fly Intel: Top five analyst upgrades 04/22/21 Barclays SolarEdge upgraded to Overweight from Equal Weight at Barclays SEDG SolarEdge / + 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c SEDG SolarEdge / + 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries 05/25/21 Global Technology, Media & Communications Virtual Conference 06/21/21 Virtual London Conference 06/01/21 SolarEdge Technologies, Inc. SEDG SolarEdge / + 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings
Recommendations	SolarEdge guidance inline as demand remains robust, says Susquehanna » 07:10 05/04/21 05/04 07:10 05/04/21 07:10 SEDG SolarEdge / + Susquehanna analyst Biju… Susquehanna analyst Biju Perincheril noted SolarEdge reported better than expected Q1 volumes but missed on earnings due to higher operating costs. The analyst said its Q2 guidance was inline but sees weaker gross margins due to shipping constraints. Perincheril noted the demand remains robust across multiple geographies. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options SEDG SolarEdge / + 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer SEDG SolarEdge / + 05/04/21 Canaccord SolarEdge price target lowered to $260 from $350 at Canaccord 04/22/21 Fly Intel: Top five analyst upgrades 04/22/21 Barclays SolarEdge upgraded to Overweight from Equal Weight at Barclays 04/22/21 Barclays Enphase Energy price target lowered to $214 from $256 at Barclays SEDG SolarEdge / + 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c SEDG SolarEdge / + 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries 05/25/21 Global Technology, Media & Communications Virtual Conference 06/21/21 Virtual London Conference 06/01/21 SolarEdge Technologies, Inc. SEDG SolarEdge / + 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings
Recommendations	SolarEdge price target lowered to $260 from $350 at Canaccord » 06:49 05/04/21 05/04 06:49 05/04/21 06:49 SEDG SolarEdge / + Canaccord analyst Jed… Canaccord analyst Jed Dorsheimer lowered the firm's price target on SolarEdge to $260 from $350 and keeps a Hold rating on the shares. The analyst said the quarter was solid but he is maintaining his rating on potential supply chain headwinds. He said the solar business remains robust and the company began delivering electric powertrains to Stellantis. His lowered target reflects a lower multiple for 2022 than his 2021 estimate. ShowHide Related Items >><< Company News Street Research Earnings On The Fly Events Options SEDG SolarEdge / + 02/23/21 SolarEdge enters supply agreement with Sunrun 02/16/21 SolarEdge to supply electrical powertrain, battery solution for Fiat E-Ducato 12/23/20 SolarEdge appoints Yogev Barak as Chief Marketing Officer SEDG SolarEdge / + 04/22/21 Fly Intel: Top five analyst upgrades 04/22/21 Barclays SolarEdge upgraded to Overweight from Equal Weight at Barclays 04/22/21 Barclays Enphase Energy price target lowered to $214 from $256 at Barclays 04/01/21 BofA SolarEdge initiated with a Neutral at BofA SEDG SolarEdge / + 05/03/21 SolarEdge sees Q2 revenue $445M-$465M, consensus $446.81M 05/03/21 SolarEdge reports Q1 EPS 98c, consensus 99c 02/16/21 SolarEdge sees Q1 revenue $385M-$405M, consensus $377.91M 02/16/21 SolarEdge reports Q4 EPS 98c, consensus 86c SEDG SolarEdge / + 05/03/21 Fly Intel: After-Hours Movers 04/26/21 Charged: Biden pushing EV charging infrastructure 04/22/21 Pinterest, Coinbase coverage initiations among today's top calls on Wall Street 04/05/21 Charged: Wedbush says buy Tesla after 'paradigm changer' deliveries 05/25/21 Global Technology, Media & Communications Virtual Conference 06/21/21 Virtual London Conference 06/01/21 SolarEdge Technologies, Inc. SEDG SolarEdge / + 05/03/21 SolarEdge options imply 13.6% move in share price post-earnings 02/16/21 SolarEdge options imply 17.9% move in share price post-earnings

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