Initiation
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Oppenheimer analyst… Oppenheimer analyst George Iwanyc initiated coverage of Quantum with an Outperform rating and $11 price target. The analyst expects Quantum to benefit from the rising importance of data to business success, "differentiated" software and technology for the special requirements of video and unstructured data storage, and the the embrace of virtualized, software-defined storage architectures. These factors offer a favorable backdrop for Quantum to drive sales growth and expand margins, Iwanyc tells investors in a research note. ShowHide Related Items >><< - 01/04/21
- Quantum names Rick Valentine as Chief Customer Officer
- 12/15/20
- Quantum names Brian Pawlowski as Chief Development Officer
- 12/14/20
- Quantum acquires Square Box Systems; terms not disclosed
- 02/05/21 B. Riley Securities
- Quantum price target raised to $15 from $10 at B. Riley Securities
- 01/08/21 B. Riley Securities
- Quantum price target raised to $10 from $9 at B. Riley Securities
- 12/10/20 Lake Street
- Quantum price target raised to $8 after 'encouraging' meetings at Lake Street
- 09/24/20 Lake Street
- Quantum pullback a buying opportunity, says Lake Street
- 01/27/21
- Quantum sees Q4 adjusted EPS (2c)-2c, consensus 0c
- 01/27/21
- Quantum reports Q3 EPS 0c, consensus (2c)
- 10/28/20
- Quantum sees Q3 adjusted EPS (2c), plus or minus 2c, consensus 1c
- 10/28/20
- Quantum reports Q2 adjusted EPS (1c), consensus (8c)
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On The Fly
| ShowHide Related Items >><< - 03/03/21
- Walmart announces $350B commitment to U.S. manufacturing
- 03/01/21
- Walmart drops $35 minimum for express delivery
- 02/24/21
- BigCommerce announces Walmart Marketplace partnership for merchants
- 02/18/21
- Walmart sees Q1 EPS flat to slightly up vs. last year, consensus $1.30
- 03/02/21
- Twitter Spaces comes to Android
- 03/01/21
- Twitter introducing 'strike system' to combat COVID-19 vaccine misinformation
- 02/25/21
- Twitter says 'Super Follows' expected later this year
- 02/25/21
- Twitter sees more personalization 'a win-win' for customers, advertisers
- 02/23/21
- Snap sees gross margins continuing to expand in 2021
- 02/23/21
- Snap says Map feature reaches over 250M monthly active users
- 02/23/21
- Snap rises over 5% to $67 during first investor day
- 02/23/21
- Snap sees growing revenue 50% or more for several years
- 02/21/21
- Fly Intel: Top five weekend stock stories
- 02/11/21
- Conduent partners with Oracle to optimize infrastructure
- 02/11/21
- Bed Bath & Beyond selects Oracle as ERP provider
- 02/10/21
- White House says potential TikTok deal still being reviewed
- $523.83 /
-23.85 (-4.35%) - 03/03/21
- Netflix launches Fast Laughs feature for mobile devices
- 02/16/21
- Lone Pine bought Snap and Carvana during Q4, exited PayPal
- 02/10/21
- Netflix says 'Redwall' adaptation in the works
- 02/01/21
- Netflix says Sega's 'Sonic Prime' series coming in 2022
- 03/03/21
- Facebook resuming political, electoral, social issue ads tomorrow
- 03/02/21
- Facebook dips as TMT conference presentation continues
- 03/01/21
- Instagram launches Live Rooms feature for Live with up to three people
- 03/01/21
- AudioEye announces Zach Okun as chief product officer
- 02/26/21 Jefferies
- Twitter price target raised to $79 from $64 at Jefferies
- 02/16/21 Loop Capital
- Facebook price target raised to $370 from $330 at Loop Capital
- 02/10/21 Tigress Financial
- Facebook has 'significant upside' at current levels, says Tigress
- 02/01/21 Truist
- Alphabet price target raised to $2,100 from $2,000 at Truist
- 03/01/21
- Fly Intel: Top five analyst upgrades
- 03/01/21 Cleveland Research
- Twitter upgraded to Buy on improved 2021 outlook at Cleveland Research
- 03/01/21 Cleveland Research
- Twitter upgraded to Buy from Neutral at Cleveland Research
- 02/26/21 Stifel
- Twitter price target raised to $70 from $60 at Stifel
- $523.83 /
-23.85 (-4.35%) - 02/25/21 Needham
- ViacomCBS price target raised to $80 from $55 at Needham
- 02/17/21 Morgan Stanley
- Roku price target raised to $275 from $200 at Morgan Stanley
- 02/16/21 Argus
- Mattel upgraded to Buy from Hold at Argus
- 01/22/21 UBS
- Disney upgraded to Buy from Neutral at UBS
- 02/23/21 Evercore ISI
- Walmart accelerating change with investments, says Evercore ISI
- 02/19/21 Morgan Stanley
- Walmart terminal value rising with investments, says Morgan Stanley
- 02/19/21 Cowen
- Walmart weakness a buying opportunity, says Cowen
- 02/19/21 Deutsche Bank
- Walmart price target lowered to $166 from $170 at Deutsche Bank
- 03/03/21 Citi
- Oracle assumed with a Neutral at Citi
- 02/17/21 BMO Capital
- Cornerstone OnDemand price target raised to $63 from $47 at BMO Capital
- 01/21/21 Goldman Sachs
- Oracle initiated with a Sell at Goldman Sachs
- 12/18/20
- Fly Intel: Top five analyst upgrades
- 02/24/21 Evercore ISI
- Snap price target raised to $75 from $57 at Evercore ISI
- 02/24/21 Cowen
- Snap price target raised to $86 from $70 at Cowen
- 02/24/21 Credit Suisse
- Snap price target raised to $80 from $65 at Credit Suisse
- 02/24/21 KeyBanc
- Snap price target raised to $87 from $63 at KeyBanc
- 02/18/21
- Walmart reports Q4 adjusted EPS $1.39, consensus $1.51
- 02/17/21
- Notable companies reporting before tomorrow's open
- 11/17/20
- Walmart reports Q3 adjusted EPS $1.34, consensus $1.18
- 02/25/21
- Twitter announces three long-term goals, aims to double sales in 2023
- 02/09/21
- Twitter sees Q1 revenue $940M-$1.04B, consensus $965.14M
- 02/09/21
- Twitter reports Q4 adjusted EPS 38c, consensus 31c
- 02/09/21
- Notable companies reporting after market close
- 02/04/21
- Snap sees Q1 revenue $720M-$740M, consensus $704.57M
- 02/04/21
- Snap reports Q4 adjusted EPS 9c, consensus 7c
- 02/04/21
- Notable companies reporting after market close
- 10/20/20
- Snap says 47%-50% year-over-year revenue growth in Q4 'attainable'
- 12/10/20
- Oracle sees Q3 revenue up 1%-3% in constant FX, up 2%-4% in USD
- 12/10/20
- Oracle sees Q3 EPS up 10%-14% to $1.06-$1.10 at constant FX, consensus $1.04
- 12/10/20
- Oracle reports Q2 adjusted EPS $1.06, consensus $1.00
- 12/10/20
- Notable companies reporting after market close
- $523.83 /
-23.85 (-4.35%) - 01/19/21
- Netflix sees Q1 EPS $2.97, consensus $2.10
- 01/19/21
- Netflix reports Q4 EPS $1.19, consensus $1.39
- 01/19/21
- Notable companies reporting after market close
- 02/16/21
- Tiger Global bought DoorDash and 1Life during Q4, sold out of Alphabet
- 01/27/21
- Facebook reports Q4 EPS $3.88, consensus $3.22
- 01/27/21
- Notable companies reporting after market close
- 10/29/20
- Facebook sees Q4 ad revenue growth rate higher than Q3
- 03/01/21
- Goldman's Omer Ismail leaving to run Walmart's fintech startup, WSJ reports
- 02/26/21
- Costco to hike minimum hourly wage to $16 an hour, WSJ reports
- 02/18/21
- Walmart to raise wages for 425,000 store associates, Yahoo Finance reports
- 02/14/21
- Walmart COVID vaccine rollout heading to small towns, WSJ reports
- 02/22/21
- Twitter held talks to acquire social media startup ShareChat, TechCrunch reports
- 02/21/21
- Gates says social media bans not answer to divisiveness, Bloomberg reports
- 02/17/21
- Twitter to start testing voice DMs, Android Central says
- 02/16/21
- ByteDance looks to list Douyin in NY as Biden sets new mood, SCMP reports
- 01/27/21
- Snap buys computer vision startup Ariel AI, Business Insider reports
- 01/13/21
- Snap to permanently suspend Trump's Snapchat account, Reuters says
- 01/11/21
- Snap confirms acquisition of start-up StreetCred, TechCrunch reports
- 02/20/21
- Oracle turning into cloud giant, stock a buy, Barron's says
- 02/16/21
- ByteDance walking away from Oracle-TikTok deal, SCMP reports
- 02/10/21
- TikTok still in talks with U.S. over potential asset sale, SCMP reports
- 02/10/21
- Biden asks judge to put TikTok case on hold, Bloomberg says
- $523.83 /
-23.85 (-4.35%) - 02/04/21
- Netflix to raise prices in Japan by up to 13%, Nikkei reports
- 01/23/21
- Netflix turns corner, time for skeptics to concede, Barron's says
- 01/23/21
- Big tech stocks are back, Barron's says
- 01/20/21
- Netflix to launch 'Shuffle Play' globally in first half of 2021, Variety says
- 03/03/21
- Facebook deal for Kustomer facing 'extensive antitrust review,' Information says
- 02/28/21
- Reliance partners with Google, Facebook for payment network bid, Reuters says
- 02/24/21
- Facebook exploring potential media licensing agreements in Canada, Reuters says
- 02/21/21
- White House working with Facebook, Twitter to tackle anti-vaxxers, Reuters says
- 03/01/21
- Fly Insider: Cannae Holdings, Palantir among week's notable inside trades
- 03/01/21
- Fly Intel: What to watch in Target's earnings report
- 02/18/21
- Fly Intel: Wall Street's top stories for Thursday
- 03/01/21
- Twitter, Wayfair upgrades among today's top calls on Wall Street
- 02/25/21
- Fly Intel: Wall Street's top stories for Thursday
- 02/25/21
- Fly Intel: Wall Street's top stories at midday
- 02/22/21
- Before the Move: Watch Snap ahead of first investor day meeting
- 02/22/21
- Airbnb, Snap upgrades among today's top calls on Wall Street
- 03/03/21
- Roku upgrade, Coinbase initiation among today's top calls on Wall Street
- 02/17/21
- #SocialStocks: TikTok parent to test waters under Biden administration
- 02/17/21
- Fly Intel: What to watch in Walmart's earnings report
- $523.83 /
-23.85 (-4.35%) - 02/17/21
- Under Armour downgrade, Amazon target raise among top calls on Wall Street
- 02/16/21
- American Express downgrade among today's top calls on Wall Street
- 02/11/21
- Fly Intel: What to watch in Disney earnings report
- 03/03/21
- #SocialStocks: Facebook resumes political ads, Twitter announces long-term goals
- 02/28/21
- Opening Day: Coinbase files to go public
- 02/24/21
- #SocialStocks: Snap shares advance following first investor day
- 02/23/21
- Fly Intel: Wall Street's top stories at midday
- 03/01/21
- Unusually active option classes on open March 1st
- 02/18/21
- Unusually active option classes on open February 18th
- 11/17/20
- Unusually active option classes on open November 17th
- 02/26/21
- Early notable gainers among liquid option names on February 26th
- 02/25/21
- Early notable gainers among liquid option names on February 25th
- 02/12/21
- Twitter call volume above normal and directionally bullish
- 02/10/21
- Early notable gainers among liquid option names on February 10th
- 03/01/21
- Notable open interest changes for March 1st
- 02/24/21
- Snap Inc. call buyer realizes 530% same-day gains
- 02/08/21
- Notable open interest changes for February 8th
- 02/08/21
- Snap Inc. call buyer realizes 191% same-day gains
- 01/22/21
- Unusually active option classes on open January 22nd
- 12/10/20
- Oracle options imply 6.5% move in share price post-earnings
- 09/21/20
- Early notable gainers among liquid option names on September 21st
- 09/11/20
- Early notable gainers among liquid option names on September 11th
- $523.83 /
-23.85 (-4.35%) - 02/18/21
- $43M premium sale in Netflix suggests quick unwind
- 01/21/21
- Notable open interest changes for January 21st
- 01/20/21
- Early notable gainers among liquid option names on January 20th
- 01/19/21
- Netflix options imply 9.5% move in share price post-earnings
- 02/16/21
- Facebook call volume above normal and directionally bullish
- 01/27/21
- Facebook options imply 11.6% move in share price post-earnings
- 01/15/21
- Facebook call volume above normal and directionally bullish
- 12/21/20
- Facebook call buyer realizes 33% same-day gains
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Periodicals
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Facebook's planned… Facebook's planned purchase of customer service software startup Kustomer is facing an "extensive antitrust review," reported The Information's Josh Sisco, citing two people with direct knowledge of the situation. The Federal Trade Commission opened an in-depth investigation of Facebook's $1B proposed purchase of Kustomer in mid-February, according to the report. Reference Link ShowHide Related Items >><< - 03/03/21
- Facebook resuming political, electoral, social issue ads tomorrow
- 03/02/21
- Facebook dips as TMT conference presentation continues
- 03/01/21
- Instagram launches Live Rooms feature for Live with up to three people
- 03/01/21
- AudioEye announces Zach Okun as chief product officer
- 02/26/21 Jefferies
- Twitter price target raised to $79 from $64 at Jefferies
- 02/16/21 Loop Capital
- Facebook price target raised to $370 from $330 at Loop Capital
- 02/10/21 Tigress Financial
- Facebook has 'significant upside' at current levels, says Tigress
- 02/01/21 Truist
- Alphabet price target raised to $2,100 from $2,000 at Truist
- 02/16/21
- Tiger Global bought DoorDash and 1Life during Q4, sold out of Alphabet
- 01/27/21
- Facebook reports Q4 EPS $3.88, consensus $3.22
- 01/27/21
- Notable companies reporting after market close
- 10/29/20
- Facebook sees Q4 ad revenue growth rate higher than Q3
- 02/28/21
- Reliance partners with Google, Facebook for payment network bid, Reuters says
- 02/24/21
- Facebook exploring potential media licensing agreements in Canada, Reuters says
- 02/21/21
- White House working with Facebook, Twitter to tackle anti-vaxxers, Reuters says
- 02/21/21
- Gates says social media bans not answer to divisiveness, Bloomberg reports
- 02/28/21
- Opening Day: Coinbase files to go public
- 02/24/21
- #SocialStocks: Snap shares advance following first investor day
- 02/23/21
- Fly Intel: Wall Street's top stories at midday
- 02/22/21
- Before the Move: Watch Snap ahead of first investor day meeting
- 02/16/21
- Facebook call volume above normal and directionally bullish
- 01/27/21
- Facebook options imply 11.6% move in share price post-earnings
- 01/15/21
- Facebook call volume above normal and directionally bullish
- 12/21/20
- Facebook call buyer realizes 33% same-day gains
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Hot Stocks
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Facebook said on its… Facebook said on its website: "We're resuming political, electoral and social issue ads in the United States on Thursday, March 4. We put this temporary ban in place after the November 2020 election to avoid confusion or abuse following Election Day. Unlike other platforms, we require authorization and transparency not just for political and electoral ads, but also for social issue ads, and our systems do not distinguish between these categories. We've heard a lot of feedback about this and learned more about political and electoral ads during this election cycle. As a result, we plan to use the coming months to take a closer look at how these ads work on our service to see where further changes may be merited." ShowHide Related Items >><< - 03/02/21
- Facebook dips as TMT conference presentation continues
- 03/01/21
- Instagram launches Live Rooms feature for Live with up to three people
- 03/01/21
- AudioEye announces Zach Okun as chief product officer
- 03/01/21
- Instagram head Adam Mosseri teases feature announcement for 11am ET
- 02/26/21 Jefferies
- Twitter price target raised to $79 from $64 at Jefferies
- 02/16/21 Loop Capital
- Facebook price target raised to $370 from $330 at Loop Capital
- 02/10/21 Tigress Financial
- Facebook has 'significant upside' at current levels, says Tigress
- 02/01/21 Truist
- Alphabet price target raised to $2,100 from $2,000 at Truist
- 02/16/21
- Tiger Global bought DoorDash and 1Life during Q4, sold out of Alphabet
- 01/27/21
- Facebook reports Q4 EPS $3.88, consensus $3.22
- 01/27/21
- Notable companies reporting after market close
- 10/29/20
- Facebook sees Q4 ad revenue growth rate higher than Q3
- 02/28/21
- Reliance partners with Google, Facebook for payment network bid, Reuters says
- 02/24/21
- Facebook exploring potential media licensing agreements in Canada, Reuters says
- 02/21/21
- White House working with Facebook, Twitter to tackle anti-vaxxers, Reuters says
- 02/21/21
- Gates says social media bans not answer to divisiveness, Bloomberg reports
- 02/28/21
- Opening Day: Coinbase files to go public
- 02/24/21
- #SocialStocks: Snap shares advance following first investor day
- 02/23/21
- Fly Intel: Wall Street's top stories at midday
- 02/22/21
- Before the Move: Watch Snap ahead of first investor day meeting
- 02/16/21
- Facebook call volume above normal and directionally bullish
- 01/27/21
- Facebook options imply 11.6% move in share price post-earnings
- 01/15/21
- Facebook call volume above normal and directionally bullish
- 12/21/20
- Facebook call buyer realizes 33% same-day gains
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Conference/Events
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Homebuilding &… Homebuilding & Building Products Analyst Rehaut holds a conference call with CEO Lord and CFO Sferruzza on March 3 at 12 pm hosted by JPMorgan. ShowHide Related Items >><< - 11/17/20
- Meritage Homes expands to healthy home construction offerings
- 09/21/20
- Meritage Homes reports total orders for July, August up 73% y-o-y
- 09/17/20
- Meritage Homes CEO Steve Hilton to retire
- 02/22/21
- Fly Intel: Top five analyst initiations
- 02/22/21 KeyBanc
- Meritage Homes initiated with an Overweight at KeyBanc
- 02/02/21 JPMorgan
- Meritage Homes price target lowered to $116 from $123 at JPMorgan
- 01/29/21 BTIG
- Meritage Homes downgraded to Neutral from Buy at BTIG
- 01/29/21
- Meritage Homes sees FY21 EPS $10.50-$11.50, consensus $12.69
- 01/27/21
- Meritage Homes reports Q4 EPS $3.97, consensus $3.36
- 10/21/20
- Meritage Homes reports Q3 EPS $2.84, consensus $2.41
- 01/27/21
- Fly Intel: After-Hours Movers
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