Over a week ago
Options
Unusual total active…
Unusual total active option classes on open include: Canoo (GOEV), Medical Properties Trust (MPW), Caesars (CZR), ProShares UltraPro Short Dow 30 (SDOW), Snowflake (SNOW), Boeing (BA), ProShares UltraPro Short QQQ (SQQQ), ZIM Integrated Shipping Services (ZIM), Enphase Energy (ENPH), and Nikola (NKLA).
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11/16/22 ZIM Integrated rises 10.7% 08/31/22 ZIM Integrated to supply ten LNG-fueled vessels to Shell 08/17/22 ZIM Integrated falls -8.5% 08/17/22 ZIM Integrated raises quarterly dividend to 4.75 per share 01/19/23 Snowflake announces intent to acquire Mobilize.Net's SnowConvert 11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 01/25/23 Nikola: Biagi Bros. to take delivery of 15 Nikola Tre FCEVs in Q4 01/24/23 Nikola and Fortescue Future Industries execute MOU for green hydrogen facilities 01/18/23 Nikola launches first hydrogen mobile fueler 01/13/23 Nikola moving battery manufacturing to Arizona from California MPW Medical Properties Trust 12/23/22 Steward Health Care extends current credit agreement through December 2023 10/10/22 Medical Properties Trust announces $500M share repurchase program 10/06/22 Medical Properties Trust announces agreement to sell Connecticut hospitals 09/07/22 Medical Properties Trust re-leases Watsonville Community Hospital 01/25/23 Canoo signs exclusive sale, service and distribution agreement with GCC Olayan 12/28/22 GreenPower names Tritt as VP of Medium Duty, Commercial Vehicles SalesCanoo 11/23/22 Canoo CEO buys $5.0M in common stock 11/13/22 Fly Intel: Top five weekend stock stories $219.40 / -0.195 (-0.09%)
01/17/23 Enphase Energy expands IQ8 microinveter deployments in the Netherlands 01/12/23 Enphase Energy expands IQ8 microinveter deployments in Puerto Rico 01/09/23 Enphase Energy expands IQ8 Microinverters deployments in New Hampshire 12/21/22 Enphase Energy expands IQ8 microinveter deployments in Colorado 01/24/23 PlayAGS expands partnership with Caesars for casino online gaming 12/29/22 Nevada reports November statewide gaming win down 7.62% to $1.22B 12/21/22 Caesars Sportsbook launches sports betting at Casino Metro 12/20/22 New Jersey reports November gaming revenue up 0.3% to $441.1M 01/25/23 Boeing reiterates goal for $10B in free cash flow, $100B in revenue in 2025/26 01/25/23 Boeing: Certification efforts continuing on 737-7, 737-10 01/25/23 Boeing plans to ramp 737 production to 50 per month in 2025/2026 01/25/23 Boeing reaffirms guidance for $4.5B-$6.5B operating cash flow in FY23 11/10/22 R.F. Lafferty Canoo price target lowered to $6 from $15 at R.F. Lafferty 09/15/22 Stifel Canoo initiated with a Buy at Stifel 08/09/22 Roth MKM Canoo downgraded to Neutral at Roth Capital on increased need for cash 08/09/22 Roth MKM Canoo downgraded to Neutral from Buy at Roth Capital MPW Medical Properties Trust 01/24/23 Raymond James CubeSmart, Primo addded to Analyst Current Favorites at Raymond James 12/23/22 Mizuho Steward loan extension a catalyst for Medical Properties Trust, says Mizuho 12/21/22 Credit Suisse Medical Properties Trust price target lowered to $11 from $17 at Credit Suisse 12/02/22 Mizuho Medical Properties Trust price target lowered to $18 from $20 at Mizuho 01/24/23 Stifel Stifel ups Caesars price target, says time for investors to revisit 01/24/23 Barclays Caesars price target raised to $66 from $65 at Barclays 01/04/23 BofA Caesars price target lowered to $50 from $55 at BofA 12/14/22 BofA Caesars downgraded to Neutral at BofA with growth momentum levelling out 01/23/23 Deutsche Bank Snowflake price target lowered to $170 from $185 at Deutsche Bank 01/18/23 Scotiabank Snowflake initiated with a Sector Perform at Scotiabank 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/12/23 Credit Suisse Credit Suisse upgrades Boeing to Neutral, raises price target to $200 01/12/23 Credit Suisse Boeing upgraded to Neutral from Underperform at Credit Suisse 01/11/23 Wells Fargo Boeing price target raised to $240 from $218 at Wells Fargo 01/11/23 Wells Fargo Boeing, Equinix added to Signature Picks at Wells Fargo SQQQ ProShares UltraPro Short QQQ 11/18/22 Barclays ZIM Integrated price target lowered to $26.50 from $63 at Barclays 09/20/22 Goldman Sachs ZIM Integrated price target lowered to $30 from $60 at Goldman Sachs 08/23/22 Citi ZIM Integrated downgraded to Neutral from Buy at Citi 08/19/22 Barclays ZIM Integrated price target lowered to $63 from $76 at Barclays $219.40 / -0.195 (-0.09%)
01/25/23 Piper Sandler Piper downgrades Enphase Energy on residential demand uncertainty 01/24/23 Piper Sandler Enphase Energy downgraded to Neutral from Overweight at Piper Sandler 01/24/23 OTR Global Enphase Energy downgraded to Mixed from Positive view at OTR Global 01/17/23 Deutsche Bank Enphase Energy price target lowered to $285 from $330 at Deutsche Bank 01/17/23 BTIG Nikola price target lowered to $5 from $7 at BTIG 01/12/23 Northland Supplier news timing 'couldn't be worse' for Lightning eMotors, says Northland 12/15/22 RBC Capital Plug Power, Nikola partnership 'not a total surprise,' says RBC Capital 11/04/22 Cowen Nikola price target lowered to $10 from $12.50 at Cowen 11/16/22 ZIM Integrated lowers FY22 adjusted EBITDA view to $7.4B-$7.7B from $7.8B-$8.2B 11/16/22 ZIM Integrated reports Q3 EPS $9.66, consensus $9.54 08/17/22 ZIM Integrated backs FY22 adjusted EBITDA view $7.8B-$8.2B 08/17/22 ZIM Integrated reports Q2 EPS $11.07, consensus $12.84 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 11/03/22 Nikola reports Q3 adjusted EPS (28c), consensus (39c) 11/02/22 Notable companies reporting before tomorrow's open 08/04/22 Nikola sees Q3 revenue $21.13M-$24.38M, consensus $38.65M MPW Medical Properties Trust 10/27/22 Medical Properties Trust reports Q3 NFFO 45c, consensus 45c 08/03/22 Medical Properties Trust backs FY22 FFO view $1.78-$1.82, consensus $1.82 08/03/22 Medical Properties Trust reports Q2 FFO 46c, consensus 45c 11/09/22 Canoo reports Q3 EPS (43c), consensus (48c) 08/08/22 Canoo reports Q2 EPS (68c), consensus (53c) $219.40 / -0.195 (-0.09%)
10/25/22 Enphase Energy sees Q4 revenue $680M-$720M, consensus $660.21M 10/25/22 Enphase Energy reports Q3 EPS $1.25, consensus $1.08 10/25/22 Notable companies reporting after market close 07/26/22 Enphase Energy sees Q3 revenue $590M-$630M, consensus $548.79M 01/23/23 Caesars reports preliminary Q4 revenue $2.81B-$2.83B, consensus $2.77B 11/01/22 Caesars reports Q3 cont ops EPS 24c, consensus 14c 08/02/22 Caesars reports Q2 cont ops EPS 16, consensus 17c 08/02/22 Notable companies reporting after market close 01/25/23 Boeing reports Q4 core EPS ($1.75), consensus 26c 01/24/23 Notable companies reporting before tomorrow's open 10/26/22 Boeing reports Q3 core EPS ($6.18), consensus 2c 01/20/23 Nikola speculated by The Deal as 'attractive' to activist 12/01/22 Fuzzy Panda short Fisker, says 'asset-light' model really 'liability-heavy' 10/14/22 Nikola founder Milton found guilty in criminal fraud trial, Bloomberg says 10/14/22 Jury reaches verdict in Nikola founder criminal fraud trial, Bloomberg says MPW Medical Properties Trust 10/10/22 Medical Properties seeking buyer for Healthscope properties, The Australian says 11/12/22 EV stocks face a reckoning, not all will survive, Barron's says 08/01/22 Massachusetts lawmakers reach last minute deal on sports betting, NBC reports 01/11/23 Boeing 737 MAX flights scheduled by China Southern for Friday, Reuters reports 01/06/23 McCarthy's speaker deal includes $75B defense cut, Bloomberg reports 01/03/23 Boeing's delays could revive Airbus's A380, Wall Street Journal reports 12/19/22 Boeing set to gain U.S. approval for 737 certification extension, Reuters says 11/16/22 What You Missed On Wall Street On Wednesday 11/16/22 What You Missed On Wall Street This Morning 08/23/22 What You Missed On Wall Street On Tuesday 08/23/22 What You Missed On Wall Street This Morning 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 12/19/22 What You Missed This Week in EVs and Clean Energy 12/15/22 What You Missed On Wall Street On Thursday MPW Medical Properties Trust 10/10/22 What You Missed On Wall Street On Monday 10/10/22 What You Missed On Wall Street This Morning 11/25/22 What You Missed On Wall Street On Friday 11/23/22 Fly Intel: After-Hours Movers 11/14/22 What You Missed On Wall Street On Monday 11/14/22 What You Missed On Wall Street This Morning $219.40 / -0.195 (-0.09%)
12/27/22 What You Missed This Week in EVs and Clean Energy 12/23/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/19/22 What You Missed On Wall Street On Monday 12/19/22 What You Missed On Wall Street This Morning 01/23/23 What You Missed On Wall Street On Monday 01/23/23 What You Missed On Wall Street This Morning 01/20/23 Bet On It: Kentucky lawmaker sees momentum towards sports betting legalization 01/13/23 Bet On It: PlayUp SPAC deal terminated 01/25/23 Fly Intel: Pre-market Movers 01/12/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/11/23 What You Missed On Wall Street On Wednesday 01/11/23 What You Missed On Wall Street This Morning 01/20/23 Largest borrow rate increases among liquid names 01/19/23 Largest borrow rate increases among liquid names 01/09/23 Largest borrow rate increases among liquid names 12/30/22 ZIM Integrated Shipping Services put volume heavy and directionally bearish SQQQ ProShares UltraPro Short QQQ 12/28/22 Largest borrow rate increases among liquid names 10/27/22 Largest borrow rate increases among liquid names 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish 01/17/23 Largest borrow rate increases among liquid names 01/10/23 Largest borrow rate increases among liquid names 12/06/22 Largest borrow rate increases among liquid names 12/05/22 Largest borrow rate increases among liquid names MPW Medical Properties Trust 01/25/23 Medical Properties Trust put buyer realizes 22% same-day gains 01/24/23 Medical Properties Trust put volume heavy and directionally bearish 01/10/23 Medical Properties Trust call volume above normal and directionally bullish 01/04/23 Unusual put flow in option market yesterday 01/24/23 Unusually active option classes on open January 24th 01/13/23 Largest borrow rate increases among liquid names 11/30/22 Unusually active option classes on open November 30th 11/28/22 Unusually active option classes on open November 28th $219.40 / -0.195 (-0.09%)
12/02/22 Early notable gainers among liquid option names on December 2nd 11/30/22 Early notable gainers among liquid option names on November 30th 11/09/22 Early notable gainers among liquid option names on November 9th 10/26/22 Early notable gainers among liquid option names on October 26th 01/23/23 Early notable gainers among liquid option names on January 23rd 12/28/22 Caesars put volume heavy and directionally bearish 11/10/22 Early notable gainers among liquid option names on November 10th 11/02/22 Early notable gainers among liquid option names on November 2nd 01/06/23 Unusually active option classes on open January 6th 12/12/22 Boeing call volume above normal and directionally bullish 12/09/22 Unusually active option classes on open December 9th 12/08/22 Early notable gainers among liquid option names on December 8th
Recommendations
Deutsche Bank analyst…
Deutsche Bank analyst Brad Zelnick lowered the firm's price target on Snowflake to $170 from $185 and keeps a Buy rating on the shares. The analyst expects 2023 to be another volatile year for software stocks with investors seeking confirmation of a bottom as fundamentals "likely deteriorate further." The firm prefers earlier cycle names within software for 2023 over later ones, and tells investors to "selectively begin picking away at quality growth."
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01/19/23 Snowflake announces intent to acquire Mobilize.Net's SnowConvert 11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 01/18/23 Scotiabank Snowflake initiated with a Sector Perform at Scotiabank 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish
Conference/Events
Virtual Meeting to be…
Virtual Meeting to be held on January 19 at 2 pm hosted by Benchmark.
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01/19/23 Snowflake announces intent to acquire Mobilize.Net's SnowConvert 11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 01/18/23 Scotiabank Snowflake initiated with a Sector Perform at Scotiabank 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish
Hot Stocks
Snowflake announced it…
Snowflake announced it has signed a definitive agreement for Snowflake to acquire SnowConvert, the premier suite of tools for efficiently migrating databases to the Data Cloud, from Mobilize.Net. Closing of the acquisition is subject to the receipt of required regulatory approvals and other customary closing conditions. A key challenge with platform migrations is the code conversion required to ensure that all legacy database functionality can be moved to the cloud with minimal time and effort. The SnowConvert toolkit has long been a preferred solution for migrating customer workloads to Snowflake, using sophisticated automation techniques that reduce the need for manual coding and help ensure migration projects are successful. "One of our key objectives at Snowflake is to make it as fast and simple as possible for our customers and partners to unlock value from data. For many organizations, that starts with the efficient migration of their legacy databases and applications to the Data Cloud," said Ted Brackin, Snowflake VP of Professional Services. "With the acquisition of SnowConvert, we can help more customers, partners and more broadly our Snowflake partner network move more data and applications into the Data Cloud, enabling customers to obtain faster value from their investment in Snowflake sooner."
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11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/18/23 Scotiabank Snowflake initiated with a Sector Perform at Scotiabank 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish
Conference/Events
Virtual Meeting to be…
Virtual Meeting to be held on January 19 at 2 pm hosted by Benchmark.
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11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/18/23 Scotiabank Snowflake initiated with a Sector Perform at Scotiabank 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish
On The Fly
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10/26/22 Seagate facing Commerce Department allegations it violated sanctions 10/26/22 Seagate reducing production output to enable inventory correction 10/26/22 Seagate to reduce global workforce by 8% 09/08/22 Seagate partnering with Catalog in DNA-based storage and computation platforms 11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 10/26/22 Skechers issues statement on unauthorized visit by Kanye West 10/26/22 Skechers falls -8.9% 10/25/22 Skechers falls 11% to $32.00 after Q4 guidance misses estimates 10/18/22 Skechers sues Hermes for patent infringement of MASSAGE FIT technology 01/12/23 PayPal's Xoom service expands debit card deposit feature 01/09/23 Netflix names Jeffrey Karbowski as Principal Accounting Officer 12/14/22 ConsenSys teams with PayPal for new way to buy crypto in MetaMask 12/07/22 PayPal expands cryptocurrency buy, sell and hold service to Luxembourg 01/11/23 Palantir, Posit enter technology partnership for RStudio integration 01/10/23 Palantir, Cloudflare enter strategic partnership 12/21/22 Palantir announces GBP 75M Enterprise Agreement with the UK Ministry of Defense 12/09/22 Palantir enters strategic partnership with Crisis24 01/03/23 Pegasystems announces 4% workforce reduction, sees Q4 charge of $18.9M 11/10/22 Pegasystems enters into settlement agreement with Appian 09/20/22 CogniSure enters partnership with Pegasystems 09/16/22 Appian: Judge rejects Pegasystems' motion to overturn $2B jury verdict 01/10/23 Oatly Group expands partnership with Reitan 01/03/23 Oatly Group, Ya YA Foods announce long-term manufacturing partnership 12/21/22 Oatly Group partners with Graduate Hotels to offer oatmilk at over 20 locations 10/26/22 Oatly Group announces partnership with Aral 01/17/23 Morgan Stanley expects deal activity to increase once Fed pauses rate hikes 01/17/23 Morgan Stanley says 'we do not believe NII has peaked' 01/17/23 Morgan Stanley says business model 'performed well in a challenging environment' 01/17/23 Morgan Stanley says macro backdrop created challenges in 2022 11/08/22 Levi Strauss appoints Michelle Gass as President, to succeed Bergh as CEO 10/07/22 Levi Strauss falls -7.4% 10/06/22 Levi Strauss falls 3% to $15.40 after Q3 earnings, FY22 guidance cut 07/28/22 Kohl's becomes 'exclusive' wholesale retailer for Levi's SilverTab collection 01/10/23 Intel unveils 4th Gen Xeon Scalable processors, Xeon CPU Max Series 01/04/23 IBM announces IBM Partner Plus program 12/13/22 IBM, Rapidus announce joint development pact ro advance logic scaling in Japan 12/09/22 IBM Canada to open Client Innovation Centre in Fredericton 11/17/22 Gap rises 8% to nearly $14 after Q3 results 11/10/22 Gap launches collection of 'family essentials' with Amazon Fashion 10/25/22 Gap 'taking immediate steps' to remove Yeezy Gap product from stores 09/28/22 Gap unit Athleta teams with thredUP, and Shop Premium Outlets for online 11/14/22 Starboard takes stake in Wix.com, exits Elanco Animal Health 08/12/22 Starboard Value exits ZeroFox, boosts Mercury Systems in Q2 01/17/23 Crowdstrike adds two executives to its leadership team 12/29/22 Crowdstrike director Austin buys $2.5M in company shares 12/01/22 Crowdstrike CEO: Most companies would kill for our results 11/30/22 Cathie Wood's ARK Investment bought 39.2K shares of Crowdstrike today 01/12/23 Adobe director sells $1.0M in common stock 01/09/23 Cathie Wood's ARK Investment bought 11.6K shares of Adobe today 12/20/22 Adobe general counsel Rao sells 5,018 common shares 12/15/22 Adobe says regulatory process for Figma acquisition is proceeding as expected 01/18/23 Morgan Stanley Morgan Stanley upgrades early cycle beneficiary Seagate to Overweight 01/18/23 Morgan Stanley Seagate upgraded to Overweight from Equal Weight at Morgan Stanley 10/27/22 Northland Seagate price target lowered to $70 from $88 at Northland 10/27/22 Deutsche Bank Seagate price target lowered to $55 from $60 at Deutsche Bank 01/18/23 Morgan Stanley Gap upgraded to Equal Weight from Underweight at Morgan Stanley 01/18/23 Morgan Stanley Gap upgraded to Equal Weight from Underweight at Morgan Stanley 01/13/23 Barclays Gap price target lowered to $13 from $14 at Barclays 01/05/23 UBS UBS cuts Gap to Sell, sees industry earnings outlook deteriorate in 2023 01/18/23 Evercore ISI GoDaddy upgraded to Outperform from In Line at Evercore ISI 01/18/23 Evercore ISI GoDaddy upgraded to Outperform from In Line at Evercore ISI 01/09/23 Jefferies GoDaddy downgraded to Hold from Buy at Jefferies 12/13/22 Citi GoDaddy initiated with a Buy at Citi 01/18/23 Mizuho Oatly Group upgraded to Buy at Mizuho with bearish sentiment at peak 01/18/23 Mizuho Oatly Group upgraded to Buy from Neutral at Mizuho 01/10/23 Piper Sandler Oatly Group price target raised to $4 from $3 at Piper Sandler 11/21/22 Cowen Oatly Group price target lowered to $3 from $5 at Cowen 01/18/23 Citi Pegasystems upgraded to Buy at Citi amid Back Office Software shakeup 01/18/23 Citi Pegasystems upgraded to Buy from Neutral at Citi 10/27/22 RBC Capital Pegasystems price target lowered to $65 from $80 at RBC Capital 10/21/22 Citi Pegasystems price target lowered to $36 from $39 at Citi 01/18/23 RBC Capital Morgan Stanley price target raised to $90 from $80 at RBC Capital 01/18/23 Evercore ISI Morgan Stanley price target raised to $106 from $90 at Evercore ISI 01/18/23 BMO Capital Morgan Stanley price target raised to $109 from $98 at BMO Capital 01/18/23 Wells Fargo Morgan Stanley price target raised to $89 from $83 at Wells Fargo 01/18/23 Jefferies PayPal price target lowered to $85 from $90 at Jefferies 01/18/23 SMBC Nikko PayPal downgraded to Underperform from Neutral at SMBC Nikko 01/09/23 KeyBanc PayPal downgraded to Sector Weight from Overweight at KeyBanc 01/04/23 BofA BioMarin price target raised to $200, added to 'US 1 List' at BofA 01/18/23 BofA Levi Strauss downgraded to Neutral from Buy at BofA 01/11/23 Citi Levi Strauss downgraded to Neutral from Buy at Citi 12/12/22 Goldman Sachs Levi Strauss downgraded to Neutral from Buy at Goldman Sachs 11/29/22 JPMorgan Levi Strauss price target lowered to $19 from $20 at JPMorgan 01/18/23 Morgan Stanley IBM downgraded to Equal Weight at Morgan Stanley amid shift away from defense 01/18/23 Morgan Stanley IBM downgraded to Equal Weight from Overweight at Morgan Stanley 01/17/23 Evercore ISI IBM price target raised to $150 from $135 at Evercore ISI 10/18/22 BofA IBM price target lowered to $145 from $155 at BofA 01/18/23 Morgan Stanley Skechers downgraded to Equal Weight from Overweight at Morgan Stanley 01/18/23 Morgan Stanley Skechers downgraded to Equal Weight from Overweight at Morgan Stanley 01/06/23 Argus Argus upgrades Skechers to Buy, sees the stock as undervalued 01/06/23 Argus Skechers upgraded to Buy from Hold at Argus 01/18/23 DA Davidson Adobe initiated with a Neutral at DA Davidson 01/17/23 DA Davidson Adobe initiated with a Neutral at DA Davidson 01/17/23 William Blair Adobe initiated with an Outperform at William Blair 01/10/23 Exane BNP Paribas Adobe downgraded to Neutral from Outperform at Exane BNP Paribas 01/18/23 Scotiabank Crowdstrike initiated with an Outperform at Scotiabank 01/18/23 BMO Capital BMO starts 'best-in-class' Crowdstrike with an Outperform 01/18/23 BMO Capital Crowdstrike initiated with an Outperform at BMO Capital 01/12/23 Morgan Stanley Crowdstrike price target lowered to $135 from $172 at Morgan Stanley 01/18/23 Scotiabank Snowflake initiated with a Sector Perform at Scotiabank 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/18/23 Mizuho Mizuho starts Palantir at Neutral with near-term outlook 'uncertain' 01/18/23 Mizuho Palantir initiated with a Neutral at Mizuho 01/05/23 Jefferies Palantir downgraded to Hold from Buy at Jefferies 12/22/22 BofA Palantir selloff overdone despite unsuccessful SPAC strategy, says BofA 10/26/22 Seagate sees Q2 EPS 15c +/- 20c, consensus 94c 10/26/22 Seagate reports Q1 EPS 48c, consensus 76c 10/25/22 Notable companies reporting before tomorrow's open 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 10/25/22 Skechers sees Q4 EPS 30c-40c, consensus 51c 10/25/22 Skechers reports Q3 EPS 55c, consensus 70c 10/25/22 Notable companies reporting after market close 07/26/22 Skechers cuts FY22 EPS guidance to $2.60-$2.70 from $2.75-$2.95 12/07/22 PayPal CEO sees results 'slightly ahead' of EPS guidance 11/03/22 PayPal says plan to deliver FY23 EPS growth of 'no less than 15%' 11/03/22 PayPal sees Q4 EPS $1.18-$1.20, consensus $1.18 11/03/22 PayPal raises FY22 EPS view to $4.07-$4.09, consensus $3.93 11/07/22 Palantir sees FY22 adjusted revenue $1.906B-$1.908B, consensus $1.89B 11/07/22 Palantir sees Q4 adjusted revenue $508M-$510M, consensus $502.68M 11/07/22 Palantir reports Q3 adjusted EPS 1c, consensus 2c 10/19/22 Hertz and Palantir announce partnership 10/26/22 Pegasystems reports Q3 non-GAAP EPS (34c), consensus (29c) 07/27/22 Pegasystems reports Q2 non-GAAP EPS (38c), consensus 11c 11/14/22 Oatly Group sees FY22 revenue $700M-$720M, consensus $798.58M 11/14/22 Oatly Group reports Q3 EPS (18c), consensus (11c) 08/02/22 Oatly Group lowers FY22 revenue view to $800M-$830M from $880M-$920M 08/02/22 Oatly Group reports Q2 EPS (12c), consensus (13c) 01/17/23 Morgan Stanley reports Q4 adjusted EPS $1.31, consensus $1.19 10/14/22 Morgan Stanley reports Q3 EPS $1.47 vs. $1.98 last year 10/13/22 Notable companies reporting before tomorrow's open 10/06/22 Levi Strauss cuts FY22 EPS view to $1.44-$1.49 from $1.50-$1.56 10/06/22 Levi Strauss reports Q3 EPS 40c, consensus 37c 10/19/22 IBM reports Q3 Software revenue $5.8B, up 14.2% in constant currency 10/19/22 IBM sees FY22 constant currency revenue growth above mid-single digit model 10/19/22 IBM reports Q3 adjusted EPS $1.81, consensus $1.77 10/19/22 Notable companies reporting after market close 11/17/22 Gap reports Q3 Gap brand revenue $1.04B, flat y/y 11/17/22 Gap sees Q4 revenue down mid-single digits, consensus $4.5B 11/17/22 Gap reports Q3 adjusted EPS 71c, consensus 0c 11/17/22 Notable companies reporting after market close 11/03/22 GoDaddy now sees FY22 revenue $4.08B-$4.1B, consensus $4.11B 11/03/22 GoDaddy sees Q4 revenue $1.03B-$1.05B, consensus $1.06B 11/03/22 GoDaddy reports Q3 EPS 63c, consensus 58c 08/03/22 GoDaddy lowers FY22 revenue view to $4.10B-$4.13B from $4.14B-$4.16B 11/29/22 Crowdstrike raises FY23 EPS view to $1.49-$1.52 from $1.31-$1.33 11/29/22 Crowdstrike sees Q4 adjusted EPS 42c-45c, consensus 34c 11/29/22 Crowdstrike reports Q3 adjusted EPS 40c, consensus 31c 11/29/22 Notable companies reporting after market close 12/15/22 Adobe backs FY23 adjusted EPS view $15.15-$15.45, consensus $15.25 12/15/22 Adobe sees Q1 adjusted EPS $3.65-$3.70, consensus $3.64 12/15/22 Adobe reports Q4 adjusted EPS $3.60, consensus $3.50 12/15/22 Notable companies reporting after market close 07/19/22 Skechers named a short at Spruce Point, 30%-50% downside risk seen 09/22/22 Activist Elliott would like to see Pinterest put up for sale, Barron's says 09/12/22 CFO says Synchrony would be 'natural partner' for PayPal, Bloomberg reports 08/06/22 Buy PayPal stock as company starts to perk up, Barron's says 07/31/22 Indonesia blocks Yahoo, PayPal over license breaches, Reuters reports 08/05/22 Palantir tells Bloomberg headcount to rise about 25% by end of year 11/21/22 CD&R near investing $1B in Pegasystems, Bloomberg reports 11/21/22 CD&R near investing $1B in Pegasystems, Bloomberg reports 01/17/23 Hsu says some big banks could face breakup, WSJ reports 01/13/23 Mason, Pruzan have held talks with Carlyle for CEO role, FT reports 01/09/23 Morgan Stanley COO Pruzan plans to retire at end of January, Reuters says 12/08/22 Bankers consider Tesla margin loans to cut risky Twitter debt, Bloomberg reports 01/09/23 IBM to focus on open innovation, not patent leadership, Gil says in Fortune 11/11/22 IBM partners with new semiconductor company, FT reports 11/09/22 IBM engaged in talks with White House over quantum controls, Bloomberg says 09/17/22 IBM, CVS among cheap stocks not deserving to be in bargain bin, Barron's says 10/27/22 Peloton drops Kanye West music from platform, NY Post reports 10/26/22 Foot Locker to remove Yeezy products from stores, CNBC reports 10/13/22 JPMorgan cuts ties with Kanye West amid anti-Semitic comments, NY Post reports 09/20/22 Gap laying off staff at corporate offices in U.S. and Asia, WSJ reports 12/30/22 Audacy lists Radio.com domain name on GoDaddy auction, Radio Ink reports 01/06/23 White House to unveil cybersecurity strategy, Washington Post reports 10/21/22 Cybereason taps JPMorgan to help find buyer, The Information says 07/26/22 Crowdstrike speaking to Israeli companies about possible buyouts, Globes reports 12/07/22 Adobe eliminates 100 jobs in sales, Bloomberg reports 11/27/22 Adobe says Black Friday online sales climb 2.3%, Bloomberg reports 11/03/22 DOJ prepares investigation of Adobe's acquisition of Figma, Politico reports 10/08/22 Adobe's Figma deal 'a key test' for regulators, Barron's says 01/18/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 10/27/22 What You Missed On Wall Street On Thursday 10/27/22 What You Missed On Wall Street This Morning 10/27/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 12/29/22 What You Missed On Wall Street On Thursday 12/29/22 What You Missed On Wall Street This Morning 12/20/22 Here's what Wall Street experts are saying about Nike ahead of earnings 01/09/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/23/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/21/22 What You Missed On Wall Street On Wednesday 11/22/22 What You Missed On Wall Street On Tuesday 11/22/22 What You Missed On Wall Street This Morning 10/18/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/03/23 What You Missed On Wall Street On Tuesday 01/03/23 What You Missed On Wall Street This Morning 11/18/22 Sell these stocks now, proven algorithm says 01/17/23 What You Missed On Wall Street On Tuesday 01/17/23 What You Missed On Wall Street This Morning 12/06/22 What You Missed On Wall Street On Tuesday 01/11/23 Fly Intel: Pre-market Movers 12/12/22 What You Missed On Wall Street On Monday 12/12/22 What You Missed On Wall Street This Morning 10/20/22 What You Missed On Wall Street On Thursday 10/20/22 What You Missed On Wall Street This Morning 10/20/22 Fly Intel: Pre-market Movers 01/07/23 Buy/Sell: Wall Street's top 10 stock calls this week 01/05/23 What You Missed On Wall Street On Thursday 01/05/23 What You Missed On Wall Street This Morning 01/09/23 What You Missed On Wall Street On Monday 01/09/23 What You Missed On Wall Street This Morning 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/17/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/10/22 Buy/Sell: Wall Street's top 10 stock calls this week 01/17/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/16/22 What You Missed On Wall Street On Friday 12/16/22 What You Missed On Wall Street This Morning 01/18/23 Early notable gainers among liquid option names on January 18th 01/09/23 Seagate put volume heavy and directionally bearish 01/03/23 Seagate put volume heavy and directionally bearish 12/06/22 Seagate put volume heavy and directionally bearish 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish 10/26/22 Largest borrow rate increases among liquid names 10/25/22 Skechers options imply 9.4% move in share price post-earnings 07/26/22 Skechers options imply 10.2% move in share price post-earnings 01/03/23 Early notable gainers among liquid option names on January 3rd 12/06/22 PayPal call volume above normal and directionally bullish 11/28/22 Early notable gainers among liquid option names on November 28th 11/04/22 Notable open interest changes for November 4th 01/17/23 Palantir Technologies call volume above normal and directionally bullish 01/11/23 Palantir Technologies call volume above normal and directionally bullish 12/21/22 Palantir Technologies call volume above normal and directionally bullish 11/10/22 Unusually active option classes on open November 10th 01/17/23 Early notable gainers among liquid option names on January 17th 01/17/23 Unusually active option classes on open January 17th 12/06/22 Morgan Stanley put volume heavy and directionally bearish 12/05/22 Morgan Stanley put volume heavy and directionally bearish 10/19/22 Levi Strauss call volume above normal and directionally bullish 10/06/22 Levi Strauss options imply 7.1% move in share price post-earnings 12/15/22 IBM put volume heavy and directionally bearish 10/20/22 Early notable gainers among liquid option names on October 20th 10/19/22 IBM options imply 5.0% move in share price post-earnings 09/13/22 IBM put volume heavy and directionally bearish 11/17/22 Gap call volume above normal and directionally bullish 11/17/22 Unusually active option classes on open November 17th 10/12/22 Gap call volume above normal and directionally bullish 08/26/22 Gap put volume heavy and directionally bearish 01/17/23 CrowdStrike Holdings call volume above normal and directionally bullish 11/29/22 CrowdStrike Holdings options imply 8.9% move in share price post-earnings 09/01/22 Unusually active option classes on open September 1st 08/30/22 CrowdStrike Holdings options imply 8.6% move in share price post-earnings 12/16/22 Early notable gainers among liquid option names on December 16th 12/15/22 Adobe options imply 5.6% move in share price post-earnings 09/15/22 Adobe options imply 3.4% move in share price post-earnings 09/09/22 Unusually active option classes on open September 9th
Initiation
Scotiabank analyst…
Scotiabank analyst Patrick Colville initiated coverage of Snowflake with a Sector Perform rating and $125 price target. While Snowflake has emerged as a leader in the SaaS data warehouse market and he views the company's medium-term runway as "compelling," Colville said the Street forecast of 47% product revenue growth in FY24 is "aggressive" given the backdrop of rapidly softening IT spending.
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11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/06/23 Wells Fargo Snowflake initated with an Overweight, $170 price target at Wells Fargo 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 11/30/22 Here's what Wall Street experts are saying about Salesforce ahead of earnings 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish
Conference/Events
Davidson Expert Network…
Davidson Expert Network (DEN) holds a Bison Te(a)ch-In, a group technology teach-in entitled, "Exploring the Business Value of Data Mesh" with DEN Expert Michael Ernest with relevant companies to be discussed: AMZN, AYX, BASE, CFLT, CLDR, CRM, DOMO, ESTC, GOOGL, IBM, MDB, MSFT, MSTR, ORCL, PLTR, SNOW, TDC on January 13 at 1 pm. Webcast Link
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09/13/22 Teradata, ActionIQ enter strategic relationship for HybridCompute Integration 07/20/22 GE teams with Microsoft and Teradata for sustainability solution development 11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/11/23 Palantir, Posit enter technology partnership for RStudio integration 01/10/23 Palantir, Cloudflare enter strategic partnership 12/21/22 Palantir announces GBP 75M Enterprise Agreement with the UK Ministry of Defense 12/09/22 Palantir enters strategic partnership with Crisis24 12/15/22 Niagara Health selects Oracle Cerner to build hosptial information system 12/12/22 Oracle reports Q2 total cloud revenue $3.8B, up 43% in USD, up 48% in CC 12/12/22 Oracle says strengthening of the U.S. dollar had 'significant' impact on Q2 01/10/23 Group One Trading reports 13.49% stake in MicroStrategy 12/28/22 MicroStrategy raised bitcoin holdings by 2,500 bitcoins from Oct. 31 to Dec. 27 11/21/22 Crypto names down in pre-market as bitcoin falls to one-week low 11/10/22 FTX US says trading may be halted 'in a few days' 01/13/23 Microsoft says revert in progress to fix Windows Start menu, taskbar issues 01/12/23 Cloudflare expands relationship with Microsoft 01/12/23 Verizon launches Microsoft Teams Phone MobileMicrosoft 01/11/23 Xbox to host Developer Direct event January 25 to showcase new 1st-party games 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 08/31/22 MongoDB drops 8% to $297 after reporting Q2 results, FY23 guidance 01/04/23 IBM announces IBM Partner Plus program 12/13/22 IBM, Rapidus announce joint development pact ro advance logic scaling in Japan 12/09/22 IBM Canada to open Client Innovation Centre in Fredericton 01/12/23 Alphabet-owned Verily eliminates 15% of staff as it streamlines operations 01/11/23 Neonode up 34% after USPTO ruling in patent fight with Google 01/11/23 USPTO rules Google has not shown Neonode '879 claims unpatentable 01/11/23 German Federal Cartel Office accuses Google of violating digital competition law 12/01/22 Elastic falls -12.4% 11/30/22 Elastic falls 15% to $52.18 after Q2 results and guidance 08/25/22 Elastic names Ken Exner chief product officer 08/15/22 Tiger Global buys Alphabet Class A, exits Zoom Video in Q2 12/01/22 Domo joins Amazon SageMaker Ready Program 10/11/22 Domo names Monica Pool Knox chief people officer 08/23/22 Domo names Wendy Steinle chief marketing officer 01/12/23 Walmart enters partnership with Salesforce to provide solutions for retailers 01/11/23 Salesforce Security CTO says leaving to join Evolution Equity Partners 01/04/23 Salesforce up 4% to $139.85 after announcing restructuring 01/04/23 Salesforce announces restructuring, 10% workforce reduction 01/06/23 Confluent to acquire Immerok, terms undisclosed 12/13/22 Confluent appoints Shaun Clowes as chief product officer 11/29/22 Couchbase announces multi-year strategic collaboration agreement with AWS 11/28/22 Couchbase selected by Arthrex to improve patient outcomes 12/06/22 Alteryx announces strategic investment in MANTA 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 01/12/23 Rent The Runway launches Amazon Fashion storefront 01/11/23 Voip-Pal.com says CAFC denies Amazon's petition in patent infringement suit 01/10/23 Intel unveils 4th Gen Xeon Scalable processors, Xeon CPU Max Series 01/10/23 Amazon expands Buy with Prime service, introduces Reviews from Amazon 01/13/23 Mizuho Amazon 2023 consensus estimates nearly 10% too high, says Mizuho 01/11/23 Cowen Amazon.com price target lowered to $140 from $160 at Cowen 01/06/23 MKM Partners MKM Partners sees WWE as 'very attractive asset' if it goes for sale 01/05/23 BofA Amazon layoffs 'not a positive signal,' but 'good for sentiment,' says BofA 01/09/23 Piper Sandler Alteryx price target lowered to $60 from $62 at Piper Sandler 01/02/23 Rosenblatt Rosenblatt reveals 15 best stock ideas for 2023 12/15/22 Wedbush Wedbush starts Alteryx with a Neutral ahead of tougher comps 12/14/22 Wedbush Alteryx initiated with a Neutral at Wedbush 01/10/23 Barclays Couchbase price target lowered to $16 from $18 at Barclays 12/15/22 Wedbush Wedbush starts Couchbase at Neutral amid net new ARR slowdown 12/14/22 Wedbush Couchbase initiated with a Neutral at Wedbush 12/12/22 RBC Capital Coupa Software upgraded to Sector Perform from Underperform at RBC Capital 01/10/23 Barclays Confluent upgraded to Overweight from Equal Weight at Barclays 01/09/23 Truist Confluent price target lowered to $30 from $35 at Truist 01/06/23 Scotiabank Confluent downgraded to Sector Perform at Scotiabank as checks drive caution 01/06/23 Scotiabank Confluent downgraded to Sector Perform from Outperform at Scotiabank 01/13/23 Atlantic Equities Salesforce downgraded to Neutral from Overweight at Atlantic Equities 01/11/23 Bernstein Salesforce downgraded to Underperform from Market Perform at Bernstein 01/09/23 Piper Sandler Salesforce price target lowered to $171 from $175 at Piper Sandler 01/05/23 Loop Capital Salesforce price target lowered to $140 from $150 at Loop Capital 12/09/22 Lake Street Domo price target lowered to $23 from $25 at Lake Street 12/09/22 Morgan Stanley Domo price target lowered to $51 from $56 at Morgan Stanley 12/09/22 Cowen Domo price target lowered to $23 from $27 at Cowen 12/09/22 JMP Securities Domo price target lowered to $30 from $43 at JMP Securities 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 01/09/23 Truist Elastic price target lowered to $75 from $85 at Truist 01/05/23 Piper Sandler Elastic price target lowered to $62 from $70 at Piper Sandler 01/03/23 Oppenheimer Elastic price target lowered to $80 from $90 at Oppenheimer 01/13/23 BofA Alphabet job cuts 'small,' but 'important signal,' says BofA 01/09/23 Morgan Stanley ChatGPT may pose long-term threat to Alphabet, says Morgan Stanley 01/06/23 Tigress Financial Alphabet price target lowered to $160 from $186 at Tigress Financial 10/18/22 BofA IBM price target lowered to $145 from $155 at BofA 10/17/22 Northland Salesforce initiated with a Market Perform at Northland 10/17/22 Stifel IBM price target lowered to $140 from $150 at Stifel 10/06/22 Morgan Stanley IBM price target lowered to $152 from $155 at Morgan Stanley 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/09/23 Truist MongoDB price target lowered to $235 from $300 at Truist 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/11/23 Wedbush OpenAI investment would be smart strategic move for Microsoft, says Wedbush 01/11/23 Morgan Stanley Microsoft 'screens better than most' in CIO survey, says Morgan Stanley 12/29/22 Jefferies MicroStrategy price target lowered to $110 from $140 at Jefferies 11/09/22 Jefferies MicroStrategy price target lowered to $140 from $175 at Jefferies 10/31/22 Jefferies MicroStrategy price target lowered to $175 from $180 at Jefferies 08/03/22 Canaccord MicroStrategy price target lowered to $372 from $453 at Canaccord 01/10/23 Mizuho Oracle initiated with a Buy at Mizuho 01/09/23 Piper Sandler Oracle upgraded to Overweight from Neutral at Piper Sandler 01/05/23 Jefferies Oracle upgraded to Buy from Hold at Jefferies 12/14/22 BMO Capital Oracle price target raised to $95 from $90 at BMO Capital 01/05/23 Jefferies Palantir downgraded to Hold from Buy at Jefferies 12/22/22 BofA Palantir selloff overdone despite unsuccessful SPAC strategy, says BofA 12/21/22 Wolfe Research Wolfe sees Palantir short making money, downgrades to Underperform 12/21/22 Wolfe Research Palantir downgraded to Underperform from Peer Perform at Wolfe Research 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/06/23 Wells Fargo Snowflake initated with an Overweight, $170 price target at Wells Fargo 11/11/22 Citi Teradata price target raised to $42 from $40 at Citi 11/08/22 Craig-Hallum Teradata price target lowered to $40 from $57 at Craig-Hallum 11/01/22 Citi Teradata price target lowered to $40 from $45 at Citi 11/07/22 Teradata narrows FY22 EPS view to $1.58-$1.62, consensus $1.60 11/07/22 Teradata sees Q4 EPS 28c-32c, consensus 32c 11/07/22 Teradata reports Q3 EPS 31c, consensus 29c 08/04/22 Teradata sees Q3 EPS 27c-31c, consensus 30c 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 11/07/22 Palantir sees FY22 adjusted revenue $1.906B-$1.908B, consensus $1.89B 11/07/22 Palantir sees Q4 adjusted revenue $508M-$510M, consensus $502.68M 11/07/22 Palantir reports Q3 adjusted EPS 1c, consensus 2c 10/19/22 Hertz and Palantir announce partnership 12/12/22 Oracle sees Q3 EPS $1.23-$1.27, consensus $1.24 12/12/22 Oracle reports Q2 adjusted EPS $1.21, consensus $1.18 12/12/22 Notable companies reporting after market close 10/20/22 Oracle targets $65B annual revenue by 2026 11/01/22 MicroStrategy reports Q3 EPS ($2.39), consensus 27c 08/02/22 MicroStrategy reports Q2 adjusted EPS ($92.81) vs ($29.66) 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 07/26/22 Microsoft sees FY23 revenue growth in double digits, consensus $225.98B 12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close 10/19/22 IBM reports Q3 Software revenue $5.8B, up 14.2% in constant currency 10/19/22 IBM sees FY22 constant currency revenue growth above mid-single digit model 10/19/22 IBM reports Q3 adjusted EPS $1.81, consensus $1.77 10/19/22 Notable companies reporting after market close 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 07/26/22 Alphabet reports Q2 EPS $1.21, consensus $1.30 07/26/22 Notable companies reporting after market close 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 11/30/22 Elastic sees Q3 adjusted EPS 4c-7c, consensus (4c) 11/30/22 Elastic reports Q2 adjusted EPS 0c, consensus (10c) 12/08/22 Domo raises FY23 EPS view to (72c)-(68c) from (96c)-(88c), consensus (94c) 12/08/22 Domo sees Q4 adjusted EPS (11c)-(7c), consensus (19c) 12/08/22 Domo reports Q3 adjusted EPS (13c), consensus (26c) 08/25/22 Domo raises FY23 EPS view to (96c)-(88c) from ($1.34)-($1.26) 11/30/22 Salesforce raises FY23 EPS view to $4.92-$4.94, consensus $4.73 11/30/22 Salesforce sees Q4 EPS $1.35-$1.37, consensus $1.34 11/30/22 Salesforce reports Q3 EPS $1.40, consensus $1.21 11/30/22 Notable companies reporting after market close 11/02/22 Confluent raises FY22 EPS view to (65c)-(63c) from (73c)-(69c), consensus (70c) 11/02/22 Confluent sees Q4 adjusted EPS (16c)-(14c), consensus (17c) 11/02/22 Confluent reports Q3 adjusted EPS (13c), consensus (17c) 08/03/22 Confluent raises FY22 EPS view to (73c)-(69c) from (79c)-(73c), consensus (75c) 12/06/22 Couchbase sees FY23 revenue $151.4M-$151.6M, consensus $150.13M 12/06/22 Couchbase sees Q4 revenue $38.2M-$38.4M, consensus $38.91M 12/06/22 Couchbase reports Q3 EPS (37c), consensus (33c) 09/07/22 Couchbase sees FY22 revenue $149.5M-150.5M, consensus $147.79M 11/01/22 Alteryx sees FY22 non-GAAP EPS (37c)-(32c), consensus (52c) 11/01/22 Alteryx sees Q4 non-GAAP EPS 48c-53c, consensus 42c 11/01/22 Alteryx reports Q3 non-GAAP EPS (5c), consensus (11c) 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 10/27/22 Amazon reports Q3 EPS 28c with Rivian gain, consensus 21c 10/27/22 Notable companies reporting after market close 07/28/22 Amazon reports Q2 AWS net sales $19.73B vs. $14.81B a year ago 11/11/22 Strategic and PE suitors 'could be eyeing' Teradata, TheDeal says 08/05/22 Palantir tells Bloomberg headcount to rise about 25% by end of year 10/24/22 SAP delays Russia exit as deal discussions fail, Reuters reports 10/15/22 Oracle stock looks cheap again, Barron's says 10/14/22 FTC senior officials invested in stocks of regulated companies, WSJ reports 09/15/22 TikTok COO says agreement with US to address user data concerns, WSJ reports 01/05/23 Crypto-trading firm Genesis lays off 30% more staff, CoinDesk reports 11/09/22 Binance walks away from FTX deal due to issues 'beyond our control,' WSJ reports 11/09/22 Binance walking away from FTX deal, WSJ reports 11/09/22 SEC expands probe into FTX, WSJ reports 01/11/23 Microsoft gives U.S. workers unlimited time off, Verge reports 01/10/23 Microsoft in talks to invest $10B in OpenAI, Semafor reports 01/09/23 IBM to focus on open innovation, not patent leadership, Gil says in Fortune 11/11/22 IBM partners with new semiconductor company, FT reports 11/09/22 IBM engaged in talks with White House over quantum controls, Bloomberg says 09/17/22 IBM, CVS among cheap stocks not deserving to be in bargain bin, Barron's says 01/13/23 YouTube testing new hub of free, ad-supported streaming channels, WSJ reports 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google Cloud replaces top U.S. sales executive, The Information says 01/09/23 Salesforce's Benioff suggests more potential layoffs, CNBC reports 01/05/23 Slack to cut 10% of product, engineering organization, Insider reports 12/22/22 Tech companies looking to abandon leased space in London, Europe, FT reports 12/12/22 Microsoft made concession offer to EU over antitrust concerns, Reuters says 01/12/23 Amazon's appeal to New York union victory rejected, WSJ reports 01/11/23 Amazon Game Studios loses another key executive amid cutbacks, Bloomberg says 01/10/23 FedEx reduces Sunday deliveries 'again' amid e-commerce decline, Bloomberg says 01/10/23 Best Buy announces new free shipping feature, CNET reports 11/30/22 Here's what Wall Street experts are saying about Salesforce ahead of earnings 12/23/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 01/09/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/09/23 Fly Intel: Pre-market Movers 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/07/23 Short Report: Bad News Bears continue to claw Silvergate, Futu Holdings 12/30/22 Here's What You Missed in Crypto This Week 12/03/22 Short Report: Bears growl at crypto stocks amid FTX fallout 11/11/22 Here's What You Missed in Crypto This Week 01/10/23 What You Missed This Week in Video Games 12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers 10/20/22 What You Missed On Wall Street On Thursday 10/20/22 What You Missed On Wall Street This Morning 10/20/22 Fly Intel: Pre-market Movers 10/19/22 Fly Intel: After-Hours Movers 01/11/23 #SocialStocks: Meta implements new restrictions for advertising to teens 01/09/23 Fly Insider: Travelzoo, Box among week's notable insider trades 01/04/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 08/26/22 What You Missed On Wall Street On Friday 08/26/22 What You Missed On Wall Street This Morning 08/25/22 Fly Intel: After-Hours Movers 01/13/23 What You Missed On Wall Street This Morning 01/11/23 What You Missed On Wall Street On Wednesday 01/11/23 What You Missed On Wall Street This Morning 01/11/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/16/22 Sell these stocks now, proven algorithm says 12/02/22 Sell these stocks now, proven algorithm says 11/11/22 Sell these stocks now, proven algorithm says 11/02/22 Fly Intel: After-Hours Movers 12/06/22 What You Missed On Wall Street On Tuesday 12/06/22 What You Missed On Wall Street This Morning 08/03/22 What You Missed On Wall Street On Wednesday 08/03/22 What You Missed On Wall Street This Morning 08/02/22 Fly Intel: After-Hours Movers 01/12/23 What You Missed On Wall Street This Morning 01/10/23 What You Missed On Wall Street On Tuesday 01/10/23 What You Missed On Wall Street This Morning 01/07/23 Buy/Sell: Wall Street's top 10 stock calls this week 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish 01/11/23 Palantir Technologies call volume above normal and directionally bullish 12/21/22 Palantir Technologies call volume above normal and directionally bullish 11/10/22 Unusually active option classes on open November 10th 11/09/22 Palantir Technologies call volume above normal and directionally bullish 12/12/22 Oracle options imply 7.0% move in share price post-earnings 10/21/22 Unusually active option classes on open October 21st 09/12/22 Oracle options imply 5.8% move in share price post-earnings 09/12/22 Unusually active option classes on open September 12th 01/13/23 Largest borrow rate increases among liquid names 01/12/23 Largest borrow rate increases among liquid names 12/23/22 MicroStrategy put volume heavy and directionally bearish 12/08/22 Largest borrow rate increases among liquid names 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 12/12/22 Early notable gainers among liquid option names on December 12th 11/10/22 Microsoft put buyer realizes 13% same-day gains 12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish 12/15/22 IBM put volume heavy and directionally bearish 10/20/22 Early notable gainers among liquid option names on October 20th 10/19/22 IBM options imply 5.0% move in share price post-earnings 09/13/22 IBM put volume heavy and directionally bearish 12/05/22 Alphabet Class A call volume above normal and directionally bullish 11/04/22 Notable open interest changes for November 4th 11/03/22 Notable open interest changes for November 3rd 10/27/22 Notable open interest changes for October 27th 11/30/22 Elastic NV options imply 9.9% move in share price post-earnings 08/25/22 Elastic NV options imply 7.5% move in share price post-earnings 11/30/22 Salesforce options imply 7.6% move in share price post-earnings 10/18/22 Early notable gainers among liquid option names on October 18th 09/22/22 Early notable gainers among liquid option names on September 22nd 08/24/22 Salesforce options imply 6.8% move in share price post-earnings 11/02/22 Confluent options imply 13.2% move in share price post-earnings 08/15/22 Largest borrow rate increases among liquid names 07/20/22 Largest borrow rate increases among liquid names 12/08/22 Alteryx call volume above normal and directionally bullish 10/25/22 Largest borrow rate increases among liquid names 01/12/23 Notable open interest changes for January 12th 01/12/23 Amazon call buyer realizes 240% same-day gains 01/11/23 Notable open interest changes for January 11th 01/09/23 Notable open interest changes for January 9th
Conference/Events
Virtual Meeting to be…
Virtual Meeting to be held on January 19 at 2 pm hosted by Benchmark.
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11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/06/23 Wells Fargo Snowflake initated with an Overweight, $170 price target at Wells Fargo 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 11/30/22 Notable companies reporting after market close 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 11/30/22 Here's what Wall Street experts are saying about Salesforce ahead of earnings 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish
Conference/Events
Davidson Expert Network…
Davidson Expert Network (DEN) holds a Bison Te(a)ch-In, a group technology teach-in entitled, "Exploring the Business Value of Data Mesh" with DEN Expert Michael Ernest with relevant companies to be discussed: AMZN, AYX, BASE, CFLT, CLDR, CRM, DOMO, ESTC, GOOGL, IBM, MDB, MSFT, MSTR, ORCL, PLTR, SNOW, TDC on January 13 at 1 pm. Webcast Link
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09/13/22 Teradata, ActionIQ enter strategic relationship for HybridCompute Integration 07/20/22 GE teams with Microsoft and Teradata for sustainability solution development 11/30/22 Snowflake CEO: Overall, things are strong 11/30/22 Snowflake raises FY23 product revenue view to $1.92B-$1.924B 11/30/22 Snowflake sees Q4 product revenue $535M-$540M 10/11/22 Snowflake announces Logic has expanded it partnership to include global markets 01/11/23 Palantir, Posit enter technology partnership for RStudio integration 01/10/23 Palantir, Cloudflare enter strategic partnership 12/21/22 Palantir announces GBP 75M Enterprise Agreement with the UK Ministry of Defense 12/09/22 Palantir enters strategic partnership with Crisis24 12/15/22 Niagara Health selects Oracle Cerner to build hosptial information system 12/12/22 Oracle reports Q2 total cloud revenue $3.8B, up 43% in USD, up 48% in CC 12/12/22 Oracle says strengthening of the U.S. dollar had 'significant' impact on Q2 $210.26 / +15.26 (+7.83%)
01/10/23 Group One Trading reports 13.49% stake in MicroStrategy 12/28/22 MicroStrategy raised bitcoin holdings by 2,500 bitcoins from Oct. 31 to Dec. 27 11/21/22 Crypto names down in pre-market as bitcoin falls to one-week low 11/10/22 FTX US says trading may be halted 'in a few days' 01/12/23 Cloudflare expands relationship with Microsoft 01/12/23 Verizon launches Microsoft Teams Phone MobileMicrosoft 01/11/23 Xbox to host Developer Direct event January 25 to showcase new 1st-party games 12/13/22 GitLab appoints MongoDB CTO Mark Porter to board 12/06/22 MongoDB jumps 21% to $175 after Q3 results beat estimates, FY23 guidance raised 12/06/22 MongoDB CEO says Q3 results driven by 61% Atlas revenue growth 08/31/22 MongoDB drops 8% to $297 after reporting Q2 results, FY23 guidance $145.58 / +0.305 (+0.21%)
01/04/23 IBM announces IBM Partner Plus program 12/13/22 IBM, Rapidus announce joint development pact ro advance logic scaling in Japan 12/09/22 IBM Canada to open Client Innovation Centre in Fredericton 01/12/23 Alphabet-owned Verily eliminates 15% of staff as it streamlines operations 01/11/23 Neonode up 34% after USPTO ruling in patent fight with Google 01/11/23 USPTO rules Google has not shown Neonode '879 claims unpatentable 01/11/23 German Federal Cartel Office accuses Google of violating digital competition law 12/01/22 Elastic falls -12.4% 11/30/22 Elastic falls 15% to $52.18 after Q2 results and guidance 08/25/22 Elastic names Ken Exner chief product officer 08/15/22 Tiger Global buys Alphabet Class A, exits Zoom Video in Q2 12/01/22 Domo joins Amazon SageMaker Ready Program 10/11/22 Domo names Monica Pool Knox chief people officer 08/23/22 Domo names Wendy Steinle chief marketing officer 01/12/23 Walmart enters partnership with Salesforce to provide solutions for retailers 01/11/23 Salesforce Security CTO says leaving to join Evolution Equity Partners 01/04/23 Salesforce up 4% to $139.85 after announcing restructuring 01/04/23 Salesforce announces restructuring, 10% workforce reduction 01/06/23 Confluent to acquire Immerok, terms undisclosed 12/13/22 Confluent appoints Shaun Clowes as chief product officer 11/29/22 Couchbase announces multi-year strategic collaboration agreement with AWS 11/28/22 Couchbase selected by Arthrex to improve patient outcomes 12/06/22 Alteryx announces strategic investment in MANTA 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 01/12/23 Rent The Runway launches Amazon Fashion storefront 01/11/23 Voip-Pal.com says CAFC denies Amazon's petition in patent infringement suit 01/10/23 Intel unveils 4th Gen Xeon Scalable processors, Xeon CPU Max Series 01/10/23 Amazon expands Buy with Prime service, introduces Reviews from Amazon 01/11/23 Cowen Amazon.com price target lowered to $140 from $160 at Cowen 01/06/23 MKM Partners MKM Partners sees WWE as 'very attractive asset' if it goes for sale 01/05/23 BofA Amazon layoffs 'not a positive signal,' but 'good for sentiment,' says BofA 01/04/23 UBS Amazon.com price target lowered to $125 from $165 at UBS 01/09/23 Piper Sandler Alteryx price target lowered to $60 from $62 at Piper Sandler 01/02/23 Rosenblatt Rosenblatt reveals 15 best stock ideas for 2023 12/15/22 Wedbush Wedbush starts Alteryx with a Neutral ahead of tougher comps 12/14/22 Wedbush Alteryx initiated with a Neutral at Wedbush 01/10/23 Barclays Couchbase price target lowered to $16 from $18 at Barclays 12/15/22 Wedbush Wedbush starts Couchbase at Neutral amid net new ARR slowdown 12/14/22 Wedbush Couchbase initiated with a Neutral at Wedbush 12/12/22 RBC Capital Coupa Software upgraded to Sector Perform from Underperform at RBC Capital 01/10/23 Barclays Confluent upgraded to Overweight from Equal Weight at Barclays 01/09/23 Truist Confluent price target lowered to $30 from $35 at Truist 01/06/23 Scotiabank Confluent downgraded to Sector Perform at Scotiabank as checks drive caution 01/06/23 Scotiabank Confluent downgraded to Sector Perform from Outperform at Scotiabank 01/11/23 Bernstein Salesforce downgraded to Underperform from Market Perform at Bernstein 01/09/23 Piper Sandler Salesforce price target lowered to $171 from $175 at Piper Sandler 01/05/23 Loop Capital Salesforce price target lowered to $140 from $150 at Loop Capital 01/05/23 Cowen Salesforce price target lowered to $175 from $195 at Cowen 12/09/22 Lake Street Domo price target lowered to $23 from $25 at Lake Street 12/09/22 Morgan Stanley Domo price target lowered to $51 from $56 at Morgan Stanley 12/09/22 Cowen Domo price target lowered to $23 from $27 at Cowen 12/09/22 JMP Securities Domo price target lowered to $30 from $43 at JMP Securities 01/10/23 Barclays Elastic price target lowered to $62 from $77 at Barclays 01/09/23 Truist Elastic price target lowered to $75 from $85 at Truist 01/05/23 Piper Sandler Elastic price target lowered to $62 from $70 at Piper Sandler 01/03/23 Oppenheimer Elastic price target lowered to $80 from $90 at Oppenheimer 01/09/23 Morgan Stanley ChatGPT may pose long-term threat to Alphabet, says Morgan Stanley 01/06/23 Tigress Financial Alphabet price target lowered to $160 from $186 at Tigress Financial 01/04/23 DA Davidson DA Davidson starts Microsoft at Buy, believes ChatGPT can unseat Google Search $145.58 / +0.305 (+0.21%)
10/18/22 BofA IBM price target lowered to $145 from $155 at BofA 10/17/22 Northland Salesforce initiated with a Market Perform at Northland 10/17/22 Stifel IBM price target lowered to $140 from $150 at Stifel 10/06/22 Morgan Stanley IBM price target lowered to $152 from $155 at Morgan Stanley 01/12/23 Citi Citi opens 'positive catalyst watch,' names top picks in application software 01/09/23 Truist MongoDB price target lowered to $235 from $300 at Truist 01/09/23 Piper Sandler Adobe price target raised to $415 from $380 at Piper Sandler 12/21/22 Needham MongoDB price target raised to $240 from $225 at Needham 01/12/23 BofA SentinelOne downgraded to Neutral at BofA amid increased Microsoft competition 01/11/23 Wedbush OpenAI investment would be smart strategic move for Microsoft, says Wedbush 01/11/23 Morgan Stanley Microsoft 'screens better than most' in CIO survey, says Morgan Stanley $210.26 / +15.26 (+7.83%)
12/29/22 Jefferies MicroStrategy price target lowered to $110 from $140 at Jefferies 11/09/22 Jefferies MicroStrategy price target lowered to $140 from $175 at Jefferies 10/31/22 Jefferies MicroStrategy price target lowered to $175 from $180 at Jefferies 08/03/22 Canaccord MicroStrategy price target lowered to $372 from $453 at Canaccord 01/10/23 Mizuho Oracle initiated with a Buy at Mizuho 01/09/23 Piper Sandler Oracle upgraded to Overweight from Neutral at Piper Sandler 01/05/23 Jefferies Oracle upgraded to Buy from Hold at Jefferies 12/14/22 BMO Capital Oracle price target raised to $95 from $90 at BMO Capital 01/05/23 Jefferies Palantir downgraded to Hold from Buy at Jefferies 12/22/22 BofA Palantir selloff overdone despite unsuccessful SPAC strategy, says BofA 12/21/22 Wolfe Research Wolfe sees Palantir short making money, downgrades to Underperform 12/21/22 Wolfe Research Palantir downgraded to Underperform from Peer Perform at Wolfe Research 01/10/23 Barclays Snowflake price target lowered to $169 from $180 at Barclays 01/09/23 Piper Sandler Snowflake price target lowered to $194 from $200 at Piper Sandler 01/06/23 Wells Fargo Snowflake initated with an Overweight, $170 price target at Wells Fargo 11/11/22 Citi Teradata price target raised to $42 from $40 at Citi 11/08/22 Craig-Hallum Teradata price target lowered to $40 from $57 at Craig-Hallum 11/01/22 Citi Teradata price target lowered to $40 from $45 at Citi 11/07/22 Teradata narrows FY22 EPS view to $1.58-$1.62, consensus $1.60 11/07/22 Teradata sees Q4 EPS 28c-32c, consensus 32c 11/07/22 Teradata reports Q3 EPS 31c, consensus 29c 08/04/22 Teradata sees Q3 EPS 27c-31c, consensus 30c 11/30/22 Snowflake reports Q3 EPS (63c), consensus 4c 08/24/22 Snowflake sees Q3 product revenue $500M-$505M 08/24/22 Snowflake reports Q2 EPS (70c), consensus (1c) 11/07/22 Palantir sees FY22 adjusted revenue $1.906B-$1.908B, consensus $1.89B 11/07/22 Palantir sees Q4 adjusted revenue $508M-$510M, consensus $502.68M 11/07/22 Palantir reports Q3 adjusted EPS 1c, consensus 2c 10/19/22 Hertz and Palantir announce partnership 12/12/22 Oracle sees Q3 EPS $1.23-$1.27, consensus $1.24 12/12/22 Oracle reports Q2 adjusted EPS $1.21, consensus $1.18 12/12/22 Notable companies reporting after market close 10/20/22 Oracle targets $65B annual revenue by 2026 $210.26 / +15.26 (+7.83%)
11/01/22 MicroStrategy reports Q3 EPS ($2.39), consensus 27c 08/02/22 MicroStrategy reports Q2 adjusted EPS ($92.81) vs ($29.66) 10/25/22 Microsoft sees FX decreasing total revenue growth by 5% in FY23 10/25/22 Microsoft reports Q1 EPS $2.35, consensus $2.30 07/26/22 Microsoft sees FY23 revenue growth in double digits, consensus $225.98B 12/06/22 MongoDB raises FY23 adj. EPS view to 29c-31c from (19c)-(16c), consensus (31c) 12/06/22 MongoDB sees Q4 adjusted EPS 6c-8c, consensus (13c) 12/06/22 MongoDB reports Q3 adjusted EPS 23c, consensus (17c) 12/06/22 Notable companies reporting after market close $145.58 / +0.305 (+0.21%)
10/19/22 IBM reports Q3 Software revenue $5.8B, up 14.2% in constant currency 10/19/22 IBM sees FY22 constant currency revenue growth above mid-single digit model 10/19/22 IBM reports Q3 adjusted EPS $1.81, consensus $1.77 10/19/22 Notable companies reporting after market close 10/25/22 Alphabet reports Q3 EPS $1.06, consensus $1.25 10/25/22 Notable companies reporting after market close 07/26/22 Alphabet reports Q2 EPS $1.21, consensus $1.30 07/26/22 Notable companies reporting after market close 11/30/22 Elastic raises FY23 EPS view to (3c)-3c from (31c)-(25c), consensus (28c) 11/30/22 Elastic sees Q3 adjusted EPS 4c-7c, consensus (4c) 11/30/22 Elastic reports Q2 adjusted EPS 0c, consensus (10c) 12/08/22 Domo raises FY23 EPS view to (72c)-(68c) from (96c)-(88c), consensus (94c) 12/08/22 Domo sees Q4 adjusted EPS (11c)-(7c), consensus (19c) 12/08/22 Domo reports Q3 adjusted EPS (13c), consensus (26c) 08/25/22 Domo raises FY23 EPS view to (96c)-(88c) from ($1.34)-($1.26) 11/30/22 Salesforce raises FY23 EPS view to $4.92-$4.94, consensus $4.73 11/30/22 Salesforce sees Q4 EPS $1.35-$1.37, consensus $1.34 11/30/22 Salesforce reports Q3 EPS $1.40, consensus $1.21 11/30/22 Notable companies reporting after market close 11/02/22 Confluent raises FY22 EPS view to (65c)-(63c) from (73c)-(69c), consensus (70c) 11/02/22 Confluent sees Q4 adjusted EPS (16c)-(14c), consensus (17c) 11/02/22 Confluent reports Q3 adjusted EPS (13c), consensus (17c) 08/03/22 Confluent raises FY22 EPS view to (73c)-(69c) from (79c)-(73c), consensus (75c) 12/06/22 Couchbase sees FY23 revenue $151.4M-$151.6M, consensus $150.13M 12/06/22 Couchbase sees Q4 revenue $38.2M-$38.4M, consensus $38.91M 12/06/22 Couchbase reports Q3 EPS (37c), consensus (33c) 09/07/22 Couchbase sees FY22 revenue $149.5M-150.5M, consensus $147.79M 11/01/22 Alteryx sees FY22 non-GAAP EPS (37c)-(32c), consensus (52c) 11/01/22 Alteryx sees Q4 non-GAAP EPS 48c-53c, consensus 42c 11/01/22 Alteryx reports Q3 non-GAAP EPS (5c), consensus (11c) 08/04/22 Alteryx appoints Doniel Sutton as Chief People Officer 10/27/22 Amazon sees Q4 revenue $140B-$148B, consensus $155.15B 10/27/22 Amazon reports Q3 EPS 28c with Rivian gain, consensus 21c 10/27/22 Notable companies reporting after market close 07/28/22 Amazon reports Q2 AWS net sales $19.73B vs. $14.81B a year ago 11/11/22 Strategic and PE suitors 'could be eyeing' Teradata, TheDeal says 08/05/22 Palantir tells Bloomberg headcount to rise about 25% by end of year 10/24/22 SAP delays Russia exit as deal discussions fail, Reuters reports 10/15/22 Oracle stock looks cheap again, Barron's says 10/14/22 FTC senior officials invested in stocks of regulated companies, WSJ reports 09/15/22 TikTok COO says agreement with US to address user data concerns, WSJ reports $210.26 / +15.26 (+7.83%)
01/05/23 Crypto-trading firm Genesis lays off 30% more staff, CoinDesk reports 11/09/22 Binance walks away from FTX deal due to issues 'beyond our control,' WSJ reports 11/09/22 Binance walking away from FTX deal, WSJ reports 11/09/22 SEC expands probe into FTX, WSJ reports 01/11/23 Microsoft gives U.S. workers unlimited time off, Verge reports 01/10/23 Microsoft in talks to invest $10B in OpenAI, Semafor reports $145.58 / +0.305 (+0.21%)
01/09/23 IBM to focus on open innovation, not patent leadership, Gil says in Fortune 11/11/22 IBM partners with new semiconductor company, FT reports 11/09/22 IBM engaged in talks with White House over quantum controls, Bloomberg says 09/17/22 IBM, CVS among cheap stocks not deserving to be in bargain bin, Barron's says 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google, Nvidia told FTC about Activision-Microsoft deal concerns, Bloomberg says 01/12/23 Google Cloud replaces top U.S. sales executive, The Information says 01/11/23 Alphabet's Intrinsic lays off 20% of staff, Information reports 01/09/23 Salesforce's Benioff suggests more potential layoffs, CNBC reports 01/05/23 Slack to cut 10% of product, engineering organization, Insider reports 12/22/22 Tech companies looking to abandon leased space in London, Europe, FT reports 12/12/22 Microsoft made concession offer to EU over antitrust concerns, Reuters says 01/12/23 Amazon's appeal to New York union victory rejected, WSJ reports 01/11/23 Amazon Game Studios loses another key executive amid cutbacks, Bloomberg says 01/10/23 FedEx reduces Sunday deliveries 'again' amid e-commerce decline, Bloomberg says 01/10/23 Best Buy announces new free shipping feature, CNET reports 11/30/22 Here's what Wall Street experts are saying about Salesforce ahead of earnings 12/23/22 Buy/Sell: Wall Street's top 10 stock calls this week 12/21/22 What You Missed On Wall Street On Wednesday 12/21/22 What You Missed On Wall Street This Morning 01/09/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/09/23 Fly Intel: Pre-market Movers 01/05/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations $210.26 / +15.26 (+7.83%)
01/07/23 Short Report: Bad News Bears continue to claw Silvergate, Futu Holdings 12/30/22 Here's What You Missed in Crypto This Week 12/03/22 Short Report: Bears growl at crypto stocks amid FTX fallout 11/11/22 Here's What You Missed in Crypto This Week 01/10/23 What You Missed This Week in Video Games 12/07/22 What You Missed On Wall Street On Wednesday 12/07/22 What You Missed On Wall Street This Morning 12/07/22 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/07/22 Fly Intel: Pre-market Movers $145.58 / +0.305 (+0.21%)
10/20/22 What You Missed On Wall Street On Thursday 10/20/22 What You Missed On Wall Street This Morning 10/20/22 Fly Intel: Pre-market Movers 10/19/22 Fly Intel: After-Hours Movers 01/11/23 #SocialStocks: Meta implements new restrictions for advertising to teens 01/09/23 Fly Insider: Travelzoo, Box among week's notable insider trades 01/04/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 12/01/22 What You Missed On Wall Street On Thursday 12/01/22 What You Missed On Wall Street This Morning 11/30/22 Fly Intel: After-Hours Movers 08/26/22 What You Missed On Wall Street On Friday 08/26/22 What You Missed On Wall Street This Morning 08/25/22 Fly Intel: After-Hours Movers 01/11/23 What You Missed On Wall Street On Wednesday 01/11/23 What You Missed On Wall Street This Morning 01/11/23 Street Wrap: Today's Top 15 Upgrades, Downgrades, Initiations 01/11/23 Fly Intel: Pre-market Movers 12/16/22 Sell these stocks now, proven algorithm says 12/02/22 Sell these stocks now, proven algorithm says 11/11/22 Sell these stocks now, proven algorithm says 11/02/22 Fly Intel: After-Hours Movers 12/06/22 What You Missed On Wall Street On Tuesday 12/06/22 What You Missed On Wall Street This Morning 08/03/22 What You Missed On Wall Street On Wednesday 08/03/22 What You Missed On Wall Street This Morning 08/02/22 Fly Intel: After-Hours Movers 01/12/23 What You Missed On Wall Street This Morning 01/10/23 What You Missed On Wall Street On Tuesday 01/10/23 What You Missed On Wall Street This Morning 01/07/23 Buy/Sell: Wall Street's top 10 stock calls this week 11/30/22 Snowflake options imply 11.7% move in share price post-earnings 11/17/22 Snowflake put volume heavy and directionally bearish 01/11/23 Palantir Technologies call volume above normal and directionally bullish 12/21/22 Palantir Technologies call volume above normal and directionally bullish 11/10/22 Unusually active option classes on open November 10th 11/09/22 Palantir Technologies call volume above normal and directionally bullish 12/12/22 Oracle options imply 7.0% move in share price post-earnings 10/21/22 Unusually active option classes on open October 21st 09/12/22 Oracle options imply 5.8% move in share price post-earnings 09/12/22 Unusually active option classes on open September 12th $210.26 / +15.26 (+7.83%)
01/12/23 Largest borrow rate increases among liquid names 12/23/22 MicroStrategy put volume heavy and directionally bearish 12/08/22 Largest borrow rate increases among liquid names 12/02/22 Largest borrow rate increases among liquid names 01/05/23 Unusually active option classes on open January 5th 01/04/23 Unusually active option classes on open January 4th 12/12/22 Early notable gainers among liquid option names on December 12th 11/10/22 Microsoft put buyer realizes 13% same-day gains 12/06/22 MongoDB options imply 13.7% move in share price post-earnings 12/02/22 MongoDB call volume above normal and directionally bullish 12/01/22 MongoDB call volume above normal and directionally bullish 09/06/22 MongoDB call volume above normal and directionally bullish $145.58 / +0.305 (+0.21%)
12/15/22 IBM put volume heavy and directionally bearish 10/20/22 Early notable gainers among liquid option names on October 20th 10/19/22 IBM options imply 5.0% move in share price post-earnings 09/13/22 IBM put volume heavy and directionally bearish 12/05/22 Alphabet Class A call volume above normal and directionally bullish 11/04/22 Notable open interest changes for November 4th 11/03/22 Notable open interest changes for November 3rd 10/27/22 Notable open interest changes for October 27th 11/30/22 Elastic NV options imply 9.9% move in share price post-earnings 08/25/22 Elastic NV options imply 7.5% move in share price post-earnings 11/30/22 Salesforce options imply 7.6% move in share price post-earnings 10/18/22 Early notable gainers among liquid option names on October 18th 09/22/22 Early notable gainers among liquid option names on September 22nd 08/24/22 Salesforce options imply 6.8% move in share price post-earnings 11/02/22 Confluent options imply 13.2% move in share price post-earnings 08/15/22 Largest borrow rate increases among liquid names 07/20/22 Largest borrow rate increases among liquid names 12/08/22 Alteryx call volume above normal and directionally bullish 10/25/22 Largest borrow rate increases among liquid names 01/12/23 Notable open interest changes for January 12th 01/12/23 Amazon call buyer realizes 240% same-day gains 01/11/23 Notable open interest changes for January 11th 01/09/23 Notable open interest changes for January 9th