Over a week ago
Conference/Events
Semiconductor &…
Semiconductor & Software Virtual Bus Tour is being held on June 13-16 hosted by Oppenheimer.
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$142.04 / +1.055 (+0.75%)
05/02/22 Zscaler appoints Castle as Chief People Officer 04/13/22 Synchronoss appoints Stanley Lowe as chief information security officer 12/22/21 Zscaler officer Rajic sells $7.9M in company shares 12/20/21 Zscaler CFO sells $4.47M in common stock 05/26/22 Workday drops 7% to $155.50 after Q1 EPS misses estimates 02/28/22 Workday sees FY23 subscription revenue at $5.53B-$5.55B, up 22% y/y 02/14/22 Lone Pine takes stakes in Mastercard, Visa, exits Twitter, Meta Platforms 05/23/22 VMware rises 20.8% 06/10/22 UserTesting falls -8.4% 06/06/22 UserTesting rises 18.4% 04/19/22 UserTesting rises 13.2% 04/18/22 UserTesting falls -18.1% 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center 05/16/22 Lone Pine adds TSMC in Q1, exits KE Holdings and Adobe 05/13/22 Soros buys Lucid, exits GM in Q1 04/07/22 Atlassian sees total annual revenue for its markets reaching $176B 02/09/22 Atlassian explores redomiciling from the U.K. to the U.S. 12/16/21 Skyworks drops 10% following Bloomberg report, Broadcom down 3% 12/16/21 Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips 05/09/22 RingCentral names Sonalee Parekh CFO 03/23/22 Theta Lake attracts $50M in series B funding 02/22/22 RingCentral sees Q1 EPS 34c, consensus 33c 02/22/22 RingCentral reports Q4 subscriptions revenue up 37% y/y 06/02/22 Okta jumps 16% to $108.35 after raising fiscal year outlook 04/20/22 Okta says January breach lasted 25 minutes, impacted two customers 03/25/22 Okta does not consider January cyber incident 'to be material' 03/22/22 Microsoft says Lapsus$ stole source code through 'limited' access 06/07/22 Duos Technologies Group joins Nvidia Metropolis partner program 06/06/22 ARIA Cybersecurity announces ARIA Zero Trust Gateway 05/27/22 Nvidia recommends shareholders reject 'mini-tender' offer from Tutanota 05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms 05/09/22 Marvell to acquire Tanzanite in an all-cash transaction 04/20/22 Marvell appoints Sara Andrews to board of directors 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 03/14/22 Marvell CEO: The company is performing extremely well $406.85 / +16.98 (+4.36%)
05/25/22 Monolithic launches MPSafe Portfolio of safety-oriented automotive products 04/19/22 Monolithic Power gets 3rd party ISO26262 functional safety product development 02/10/22 Monolithic Power increases quarterly cash dividend to 75c per share 06/12/22 Fly Intel: Top five weekend stock stories 06/08/22 Intel appoints April Miller Boise as EVP, CLO 06/07/22 Nvidia has selected Sapphire Rapids to be the CPU for Hopper, says Huang 06/07/22 Schneider Electric collaborates with Intel 06/07/22 Lightfoot, Franklin & White selects Oneplace Marketing & Business Development 05/17/22 Intapp announces Beck Redden selected OnePlace Marketing & Business Development 04/26/22 Intapp, KPMG form strategic alliance to accelerate digital transformation 03/30/22 Intapp announces Hannes Snellman has selected OnePlace Risk & Compliance 04/26/22 HashiCorp director buys $3.01M in common stock 03/24/22 JFrog announces distribution partnership with Softline India 02/15/22 JFrog up 3% as investor day continues 01/21/22 EverCommerce ends 2021 with over 600,000 customers 06/01/22 Elastic jumps 4% to $64.45 after smaller than expected Q4 earnings loss 05/19/22 Elastic expands collaboration with Amazon Web Services for Elastic Cloud 05/11/22 Elastic expands strategic partnership with Microsoft 02/16/22 Elastic, Amazon reach agreement on trademark infringement lawsuit 01/12/22 8x8 appoints Stephanie Garcia as chief human resources officer 06/09/22 DocuSign reports Q1 subscription revenue $569.3M, up 26% y/y 06/09/22 DocuSign drops 12% to $76.88 after Q1 profit misses estimates 06/07/22 DocuSign jumps 4% to $91.27 after announcing expanded partnership with Microsoft 06/07/22 DocuSign, Microsoft expand strategic partnership CWAN Clearwater Analytics 03/22/22 Clearwater Analytics announces partnership with Flyer Financial 03/22/22 Clearwater Analytics falls -4.6% 03/02/22 Clearwater Analytics selected by Athora Holding for operations streamlining 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration $106.02 / +0.265 (+0.25%)
05/19/22 Bill.com rises 16.6% 05/11/22 Bill.com hires Michael DeAngelo as Chief People Officer 05/06/22 Bill.com falls -26.9% 05/26/22 Broadcom deal for VMware provides for 'go-shop' provision 05/26/22 Broadcom board authorizes new $10B share repurchase program 05/26/22 Broadcom to buy VMware for about $61B in cash and stock or $138.23 per share 05/26/22 Broadcom to acquire VMware for about $61B in cash and stock 06/03/22 Asana falls -11.9% 06/03/22 Asana falls -12.3% 05/23/22 Asana teams with Align for solutions to Invisalign-trained U.S dental practices 05/20/22 Align Technology, Asana enter pact to offer Asana Smiles for Align solution 05/27/22 RBC Capital VMware downgraded to Sector Perform from Outperform at RBC Capital 05/27/22 Mizuho Broadcom price target raised to $725 from $700 at Mizuho 05/27/22 KeyBanc Broadcom price target raised to $780 from $720 at KeyBanc 05/27/22 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc 06/13/22 Citi Notebook shipments miss for fifth consecutive month, says Citi 06/10/22 Oppenheimer Oppenheimer sees issues continuing to weigh on Intel 06/08/22 Benchmark Intel CFO comments likely point to 'negative' Q2 results, says Benchmark 06/08/22 Benchmark Western Digital break-up value 46%-82% higher than current value, says Benchmark $406.85 / +16.98 (+4.36%)
05/03/22 KeyBanc Monolithic Power price target raised to $570 from $520 at KeyBanc 04/20/22 Deutsche Bank Monolithic Power price target lowered to $500 from $510 at Deutsche Bank 04/08/22 Truist Monolithic Power price target lowered to $545 from $568 at Truist 02/11/22 Needham Monolithic Power upgraded to Buy from Hold at Needham 06/01/22 BofA BofA sees 'compelling' valuations in semis, names top picks 05/27/22 BMO Capital Marvell price target lowered to $82 from $98 at BMO Capital 05/27/22 Needham Marvell price target lowered to $75 from $105 at Needham 05/27/22 BofA Marvell price target lowered to $90 from $100 at BofA 05/31/22 Wells Fargo 'Venado' another supercomputing CPU win for Nvidia, says Wells Fargo 05/27/22 Baird Nvidia price target lowered to $165 from $225 at Baird 05/26/22 Needham Nvidia price target lowered to $240 from $400 at Needham 05/17/22 Piper Sandler Piper moves to 'more positive stance' on semiconductor stocks 05/05/22 Raymond James Qorvo price target lowered to $155 from $180 at Raymond James 05/04/22 Craig-Hallum Skyworks price target lowered to $180 from $220 at Craig-Hallum 05/04/22 Benchmark Skyworks price target lowered to $155 from $190 at Benchmark 06/03/22 Oppenheimer Asana price target lowered to $40 from $60 at Oppenheimer 06/03/22 JMP Securities Asana price target lowered to $43 from $68 at JMP Securities 06/03/22 Baird Asana price target lowered to $31 from $65 at Baird 06/03/22 Piper Sandler Asana price target lowered to $35 from $55 at Piper Sandler 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel 06/13/22 Wolfe Research DocuSign downgraded to Underperform from Peer Perform at Wolfe Research 06/10/22 UBS DocuSign price target lowered to $70 from $85 at UBS 06/10/22 Citi DocuSign price target lowered to $90 from $114 at Citi 06/10/22 Baird DocuSign price target lowered to $60 from $95 at Baird 06/03/22 JMP Securities HashiCorp price target lowered to $54 from $68 at JMP Securities 06/03/22 Stifel HashiCorp price target lowered to $51 from $60 at Stifel 06/03/22 Piper Sandler HashiCorp price target lowered to $46 from $59 at Piper Sandler 04/12/22 Piper Sandler HashiCorp initiated with a Neutral at Piper Sandler 05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist 06/03/22 Morgan Stanley Okta Q1 report should be 'clearing event,' says Morgan Stanley 06/03/22 DA Davidson Okta price target raised to $140 from $125 at DA Davidson 06/03/22 Oppenheimer Okta price target lowered to $170 from $210 at Oppenheimer 06/03/22 BTIG Okta price target lowered to $152 from $216 at BTIG 05/23/22 Jefferies RingCentral price target lowered to $80 from $100 at Jefferies 05/18/22 Wells Fargo RingCentral price target lowered to $115 from $150 at Wells Fargo 05/16/22 Baird Baird downgrades three cloud stocks on focus shift to cash flows 05/16/22 Baird RingCentral downgraded to Neutral from Outperform at Baird 05/23/22 Jefferies Atlassian price target lowered to $180 from $275 at Jefferies 05/18/22 Wells Fargo Atlassian price target lowered to $300 from $400 at Wells Fargo 05/16/22 Mizuho Atlassian price target lowered to $360 from $500 at Mizuho 05/10/22 Truist Atlassian price target lowered to $220 from $375 at Truist 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies $142.04 / +1.055 (+0.75%)
05/27/22 Cowen Zscaler price target lowered to $194 from $405 at Cowen 05/27/22 Canaccord Zscaler price target lowered to $210 from $320 at Canaccord 05/27/22 BMO Capital Zscaler price target lowered to $172 from $270 at BMO Capital 05/27/22 Baird Zscaler price target lowered to $200 from $300 at Baird 05/31/22 Deutsche Bank VMware price target raised to $142.50 from $135 at Deutsche Bank 06/08/22 Baird to hold a conference 03/01/22 JPMorgan UserTesting price target lowered to $13 from $14 at JPMorgan 12/13/21 Fly Intel: Top five analyst initiations 05/12/22 Credit Suisse Intapp price target lowered to $27 from $35 at Credit Suisse 05/12/22 Raymond James Intapp price target lowered to $26 from $32 at Raymond James 02/10/22 Raymond James Intapp price target lowered to $32 from $41 at Raymond James 02/10/22 JPMorgan Intapp price target lowered to $42 from $50 at JPMorgan 05/26/22 Piper Sandler JFrog price target lowered to $20 from $24 at Piper Sandler 05/10/22 Needham JFrog price target lowered to $23 from $32 at Needham 05/10/22 Stifel JFrog price target lowered to $29 from $36 at Stifel 05/10/22 Oppenheimer JFrog price target lowered to $37 from $45 at Oppenheimer 05/23/22 Jefferies EverCommerce price target lowered to $11 from $14 at Jefferies 05/10/22 Canaccord EverCommerce price target lowered to $17 from $20 at Canaccord 03/21/22 Stifel EverCommerce price target lowered to $18 from $21 at Stifel 03/15/22 Deutsche Bank EverCommerce price target lowered to $16 from $18 at Deutsche Bank 06/02/22 Citi Elastic price target raised to $125 from $97 at Citi 06/02/22 Stifel Elastic price target lowered to $100 from $125 at Stifel 06/02/22 Piper Sandler Elastic price target lowered to $85 from $155 at Piper Sandler 05/31/22 RBC Capital Elastic price target lowered to $110 from $133 at RBC Capital $106.02 / +0.265 (+0.25%)
05/31/22 KeyBanc Bill.com price target lowered to $175 from $225 at KeyBanc 05/24/22 Piper Sandler Bill.com price target lowered to $205 from $300 at Piper Sandler 05/23/22 Jefferies Bill.com price target lowered to $150 from $250 at Jefferies 05/20/22 JPMorgan Bill.com initiated with an Overweight at JPMorgan CWAN Clearwater Analytics 03/03/22 Wells Fargo Clearwater Analytics price target lowered to $23 from $28 at Wells Fargo 01/13/22 Piper Sandler Clearwater Analytics price target lowered to $22 from $25 at Piper Sandler 10/20/21 DA Davidson Clearwater Analytics initiated with a Buy at DA Davidson 10/19/21 Fly Intel: Top five analyst initiations 05/11/22 Needham 8x8 price target lowered to $13 from $22 at Needham 05/11/22 Craig-Hallum 8x8 price target lowered to $10 from $20 at Craig-Hallum 05/11/22 Evercore ISI 8x8 price target lowered to $18 from $30 at Evercore ISI 05/11/22 BTIG 8x8 price target lowered to $16 from $36 at BTIG 05/27/22 DA Davidson Workday price target lowered to $220 from $250 at DA Davidson 05/27/22 Stifel Workday price target lowered to $220 from $275 at Stifel 05/27/22 BMO Capital Workday price target lowered to $239 from $249 at BMO Capital $142.04 / +1.055 (+0.75%)
05/26/22 Zscaler sees FY22 EPS 64c-65c, consensus $55c 05/26/22 Zscaler sees Q4 EPS 20c-22c, consensus 17c 05/26/22 Zscaler reports Q3 EPS 17c, consensus 11c 05/26/22 Workday sees Q2 subscription revenue $1.353B-$1.355B 05/26/22 Workday raises FY23 subscription revenue view to $5.537B-$5.557B 05/26/22 Workday reports Q1 EPS 83c, consensus 86c 05/26/22 VMware reports Q1 EPS $1.28, consensus $1.56 02/24/22 VMware sees FY23 EPS $6.97, consensus $7.29 02/24/22 VMware sees Q1 EPS $1.56, consensus $1.64 02/24/22 VMware reports Q4 adjusted EPS $2.02, consensus $1.97 05/04/22 UserTesting sees FY22 EPS (39c) to (37c), consensus (40c) 05/04/22 UserTesting sees Q2 EPS (10c), consensus (10c) 05/04/22 UserTesting reports Q1 EPS (6c), consensus (8c) 02/28/22 UserTesting sees FY22 adjusted EPS (39c)-(41c), consensus (43c) 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) 04/28/22 Atlassian sees Q4 EPS 24c, consensus 30c 04/28/22 Atlassian reports Q3 EPS (12c), consensus 32c 01/27/22 Atlassian sees Q3 EPS 29c-31c, consensus 40c 01/27/22 Atlassian reports Q2 EPS 50c, consensus 39c 05/03/22 Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range 05/03/22 Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63 05/03/22 Notable companies reporting after market close 02/03/22 Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60 05/09/22 RingCentral raises FY22 EPS view to $1.83-$1.87, consensus $1.71 05/09/22 RingCentral reports Q1 EPS 39c, consensus 34c 05/09/22 Notable companies reporting after market close 02/22/22 RingCentral sees FY22 EPS $1.69-$1.72, consensus $1.65 06/02/22 Okta raises FY23 adjusted EPS view to ($1.14)-($1.11), consensus ($1.25) 06/02/22 Okta sees Q2 adjusted EPS (32c)-(31c), consensus (33c) 06/02/22 Okta reports Q1 adjusted EPS (27c), consensus (34c) 06/02/22 Notable companies reporting after market close 05/25/22 Nvidia sees Q2 revenue $8.1B, +/- 2%, consensus $8.45B 05/25/22 Nvidia reports Q1 EPS $1.36, consensus $1.29 05/25/22 Notable companies reporting after market close 02/16/22 Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B 05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close 05/26/22 Marvell sees Q2 adjusted EPS 56c, +/- 3c per share, consensus 55c 05/26/22 Marvell reports Q1 adjusted EPS 52c, consensus 51c 05/26/22 Notable companies reporting after market close 03/03/22 Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c $406.85 / +16.98 (+4.36%)
05/02/22 Monolithic Power sees Q2 revenue $420M-$440M, consensus $378.27M 05/02/22 Monolithic Power reports Q1 EPS $2.45, consensus $2.26 02/10/22 Monolithic Power sees Q1 revenue $354M-$366M, consensus $322.01M 02/10/22 Monolithic Power reports Q4 EPS $2.12, consensus $1.87 04/28/22 Intel sees FY22 adjusted EPS $3.60, consensus $3.50 04/28/22 Intel sees Q2 adjusted EPS 70c, consensus 83c 04/28/22 Intel reports Q1 adjusted EPS 87c, consensus 80c 04/28/22 Notable companies reporting after market close 05/11/22 Intapp sees FY22 non-GAAP EPS (16c)-(15c), consensus (25c) 05/11/22 Intapp sees Q4 EPS (8c)-(7c), consensus (11c) 05/11/22 Intapp reports Q3 EPS (4c), consensus (10c) 02/09/22 Intapp sees FY22 EPS (28c)-(24c), consensus (30c) 06/02/22 HashiCorp sees FY23 EPS ($1.19) - ($1.15), consensus ($1.27) 06/02/22 HashiCorp sees Q2 EPS (32c)-(30c), consensus (33c) 06/02/22 HashiCorp reports Q1 EPS (17c), consensus (29c) 03/11/22 HashiCorp sees FY23 EPS ($1.30) to ($1.26), consensus ($1.29) 05/09/22 JFrog sees Q2 adjusted EPS (4c)-(3c), consensus (1c) 05/09/22 JFrog sees FY22 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 JFrog reports Q1 adjusted EPS 0c, consensus 0c 02/10/22 JFrog sees Q1 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 EverCommerce reports Q1 EPS (7c), consensus 5c 03/14/22 EverCommerce sees FY22 revenue of $619M-$625M, consensus $595.69M 03/14/22 EverCommerce sees Q1 revenue $140M- $141M, consensus $134.33M 03/14/22 EverCommerce reports Q4 EPS (2c), consensus 7c 06/01/22 Elastic sees FY23 EPS (36c) to (28c), consensus (28c) 06/01/22 Elastic sees Q4 EPS (20c) to (16c), consensus (20c) 06/01/22 Elastic reports Q4 EPS (16c), consensus (22c) 03/03/22 Elastic sees FY22 adjusted EPS (42c)-(38c), consensus (53c) 05/10/22 8x8 sees FY23 revenue $740M-$755M, consensus $786.16M 05/10/22 8x8 sees Q1 revenue $185M-$188M, consensus $187.22M 05/10/22 8x8 reports Q4 EPS 5c, consensus 0c 05/10/22 Notable companies reporting after market close 06/09/22 DocuSign sees FY23 revenue $2.47B-$2.482B, consensus $2.48B 06/09/22 DocuSign sees Q2 revenue $600M-$604M, consensus $601.71M 06/09/22 DocuSign reports Q1 adjusted EPS 38c, consensus 46c 06/09/22 Notable companies reporting after market close CWAN Clearwater Analytics 05/04/22 Clearwater Analytics sees FY22 revenue $303M-$305M, consensus $302.76M 05/04/22 Clearwater Analytics sees Q2 revenue $73M-$73.5M, consensus $73.77M 05/04/22 Clearwater Analytics reports Q1 adjusted EPS 5c, consensus 5c 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 $106.02 / +0.265 (+0.25%)
05/05/22 Bill.com sees FY22 EPS (35c)-(34c), consensus (46c) 05/05/22 Bill.com sees Q4 EPS (14c)-(13c), consensus (15c) 05/05/22 Bill.com reports Q3 EPS (8c), consensus (16c) 05/26/22 Broadcom sees Q3 revenue $8.4B, consensus $8.01B 05/26/22 Broadcom reports Q2 adjusted EPS $9.07, consensus $8.70 03/03/22 Broadcom sees Q2 revenue $7.9B, consensus $7.43B 03/03/22 Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08 06/02/22 Asana sees FY23 revenue $536M-$540M, consensus $529.86M 06/02/22 Asana sees Q2 EPS (39c)-(38c), consensus (32c) 06/02/22 Asana reports Q1 EPS (30c), consensus (36c) 03/09/22 Asana sees Q1 EPS (36c)-(35c), consensus (27c)
Conference/Events
Semiconductor &…
Semiconductor & Software Virtual Bus Tour is being held on June 13-16 hosted by Oppenheimer.
Show Hide Related Items >> <<
$141.00 / -12.745 (-8.29%)
05/02/22 Zscaler appoints Castle as Chief People Officer 04/13/22 Synchronoss appoints Stanley Lowe as chief information security officer 12/22/21 Zscaler officer Rajic sells $7.9M in company shares 12/20/21 Zscaler CFO sells $4.47M in common stock 05/26/22 Workday drops 7% to $155.50 after Q1 EPS misses estimates 02/28/22 Workday sees FY23 subscription revenue at $5.53B-$5.55B, up 22% y/y 02/14/22 Lone Pine takes stakes in Mastercard, Visa, exits Twitter, Meta Platforms 05/23/22 VMware rises 20.8% 06/10/22 UserTesting falls -8.4% 06/06/22 UserTesting rises 18.4% 04/19/22 UserTesting rises 13.2% 04/18/22 UserTesting falls -18.1% 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center $166.38 / -17.38 (-9.46%)
05/16/22 Lone Pine adds TSMC in Q1, exits KE Holdings and Adobe 05/13/22 Soros buys Lucid, exits GM in Q1 04/07/22 Atlassian sees total annual revenue for its markets reaching $176B 02/09/22 Atlassian explores redomiciling from the U.K. to the U.S. 12/16/21 Skyworks drops 10% following Bloomberg report, Broadcom down 3% 12/16/21 Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips 05/09/22 RingCentral names Sonalee Parekh CFO 03/23/22 Theta Lake attracts $50M in series B funding 02/22/22 RingCentral sees Q1 EPS 34c, consensus 33c 02/22/22 RingCentral reports Q4 subscriptions revenue up 37% y/y 06/02/22 Okta jumps 16% to $108.35 after raising fiscal year outlook 04/20/22 Okta says January breach lasted 25 minutes, impacted two customers 03/25/22 Okta does not consider January cyber incident 'to be material' 03/22/22 Microsoft says Lapsus$ stole source code through 'limited' access $156.50 / -13.305 (-7.84%)
06/07/22 Duos Technologies Group joins Nvidia Metropolis partner program 06/06/22 ARIA Cybersecurity announces ARIA Zero Trust Gateway 05/27/22 Nvidia recommends shareholders reject 'mini-tender' offer from Tutanota 05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms 05/09/22 Marvell to acquire Tanzanite in an all-cash transaction 04/20/22 Marvell appoints Sara Andrews to board of directors 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 03/14/22 Marvell CEO: The company is performing extremely well $389.95 / -34.13 (-8.05%)
05/25/22 Monolithic launches MPSafe Portfolio of safety-oriented automotive products 04/19/22 Monolithic Power gets 3rd party ISO26262 functional safety product development 02/10/22 Monolithic Power increases quarterly cash dividend to 75c per share 06/12/22 Fly Intel: Top five weekend stock stories 06/08/22 Intel appoints April Miller Boise as EVP, CLO 06/07/22 Nvidia has selected Sapphire Rapids to be the CPU for Hopper, says Huang 06/07/22 Schneider Electric collaborates with Intel 06/07/22 Lightfoot, Franklin & White selects Oneplace Marketing & Business Development 05/17/22 Intapp announces Beck Redden selected OnePlace Marketing & Business Development 04/26/22 Intapp, KPMG form strategic alliance to accelerate digital transformation 03/30/22 Intapp announces Hannes Snellman has selected OnePlace Risk & Compliance 04/26/22 HashiCorp director buys $3.01M in common stock 03/24/22 JFrog announces distribution partnership with Softline India 02/15/22 JFrog up 3% as investor day continues 01/21/22 EverCommerce ends 2021 with over 600,000 customers 06/01/22 Elastic jumps 4% to $64.45 after smaller than expected Q4 earnings loss 05/19/22 Elastic expands collaboration with Amazon Web Services for Elastic Cloud 05/11/22 Elastic expands strategic partnership with Microsoft 02/16/22 Elastic, Amazon reach agreement on trademark infringement lawsuit 01/12/22 8x8 appoints Stephanie Garcia as chief human resources officer $59.13 / -6.825 (-10.35%)
06/09/22 DocuSign reports Q1 subscription revenue $569.3M, up 26% y/y 06/09/22 DocuSign drops 12% to $76.88 after Q1 profit misses estimates 06/07/22 DocuSign jumps 4% to $91.27 after announcing expanded partnership with Microsoft 06/07/22 DocuSign, Microsoft expand strategic partnership CWAN Clearwater Analytics 03/22/22 Clearwater Analytics announces partnership with Flyer Financial 03/22/22 Clearwater Analytics falls -4.6% 03/02/22 Clearwater Analytics selected by Athora Holding for operations streamlining $166.09 / -12.41 (-6.95%)
06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration $105.87 / -12.095 (-10.25%)
05/19/22 Bill.com rises 16.6% 05/11/22 Bill.com hires Michael DeAngelo as Chief People Officer 05/06/22 Bill.com falls -26.9% 05/26/22 Broadcom deal for VMware provides for 'go-shop' provision 05/26/22 Broadcom board authorizes new $10B share repurchase program 05/26/22 Broadcom to buy VMware for about $61B in cash and stock or $138.23 per share 05/26/22 Broadcom to acquire VMware for about $61B in cash and stock 06/03/22 Asana falls -11.9% 06/03/22 Asana falls -12.3% 05/23/22 Asana teams with Align for solutions to Invisalign-trained U.S dental practices 05/20/22 Align Technology, Asana enter pact to offer Asana Smiles for Align solution 05/27/22 RBC Capital VMware downgraded to Sector Perform from Outperform at RBC Capital 05/27/22 Mizuho Broadcom price target raised to $725 from $700 at Mizuho 05/27/22 KeyBanc Broadcom price target raised to $780 from $720 at KeyBanc 05/27/22 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc 06/13/22 Citi Notebook shipments miss for fifth consecutive month, says Citi 06/10/22 Oppenheimer Oppenheimer sees issues continuing to weigh on Intel 06/08/22 Benchmark Intel CFO comments likely point to 'negative' Q2 results, says Benchmark 06/08/22 Benchmark Western Digital break-up value 46%-82% higher than current value, says Benchmark $389.95 / -34.13 (-8.05%)
05/03/22 KeyBanc Monolithic Power price target raised to $570 from $520 at KeyBanc 04/20/22 Deutsche Bank Monolithic Power price target lowered to $500 from $510 at Deutsche Bank 04/08/22 Truist Monolithic Power price target lowered to $545 from $568 at Truist 02/11/22 Needham Monolithic Power upgraded to Buy from Hold at Needham 06/01/22 BofA BofA sees 'compelling' valuations in semis, names top picks 05/27/22 BMO Capital Marvell price target lowered to $82 from $98 at BMO Capital 05/27/22 Needham Marvell price target lowered to $75 from $105 at Needham 05/27/22 BofA Marvell price target lowered to $90 from $100 at BofA $156.50 / -13.305 (-7.84%)
05/31/22 Wells Fargo 'Venado' another supercomputing CPU win for Nvidia, says Wells Fargo 05/27/22 Baird Nvidia price target lowered to $165 from $225 at Baird 05/26/22 Needham Nvidia price target lowered to $240 from $400 at Needham 05/17/22 Piper Sandler Piper moves to 'more positive stance' on semiconductor stocks 05/05/22 Raymond James Qorvo price target lowered to $155 from $180 at Raymond James 05/04/22 Craig-Hallum Skyworks price target lowered to $180 from $220 at Craig-Hallum 05/04/22 Benchmark Skyworks price target lowered to $155 from $190 at Benchmark 06/03/22 Oppenheimer Asana price target lowered to $40 from $60 at Oppenheimer 06/03/22 JMP Securities Asana price target lowered to $43 from $68 at JMP Securities 06/03/22 Baird Asana price target lowered to $31 from $65 at Baird 06/03/22 Piper Sandler Asana price target lowered to $35 from $55 at Piper Sandler $166.09 / -12.41 (-6.95%)
06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel $59.13 / -6.825 (-10.35%)
06/13/22 Wolfe Research DocuSign downgraded to Underperform from Peer Perform at Wolfe Research 06/10/22 UBS DocuSign price target lowered to $70 from $85 at UBS 06/10/22 Citi DocuSign price target lowered to $90 from $114 at Citi 06/10/22 Baird DocuSign price target lowered to $60 from $95 at Baird 06/03/22 JMP Securities HashiCorp price target lowered to $54 from $68 at JMP Securities 06/03/22 Stifel HashiCorp price target lowered to $51 from $60 at Stifel 06/03/22 Piper Sandler HashiCorp price target lowered to $46 from $59 at Piper Sandler 04/12/22 Piper Sandler HashiCorp initiated with a Neutral at Piper Sandler 05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist 06/03/22 Morgan Stanley Okta Q1 report should be 'clearing event,' says Morgan Stanley 06/03/22 DA Davidson Okta price target raised to $140 from $125 at DA Davidson 06/03/22 Oppenheimer Okta price target lowered to $170 from $210 at Oppenheimer 06/03/22 BTIG Okta price target lowered to $152 from $216 at BTIG 05/23/22 Jefferies RingCentral price target lowered to $80 from $100 at Jefferies 05/18/22 Wells Fargo RingCentral price target lowered to $115 from $150 at Wells Fargo 05/16/22 Baird Baird downgrades three cloud stocks on focus shift to cash flows 05/16/22 Baird RingCentral downgraded to Neutral from Outperform at Baird $166.38 / -17.38 (-9.46%)
05/23/22 Jefferies Atlassian price target lowered to $180 from $275 at Jefferies 05/18/22 Wells Fargo Atlassian price target lowered to $300 from $400 at Wells Fargo 05/16/22 Mizuho Atlassian price target lowered to $360 from $500 at Mizuho 05/10/22 Truist Atlassian price target lowered to $220 from $375 at Truist 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies $141.00 / -12.745 (-8.29%)
05/27/22 Cowen Zscaler price target lowered to $194 from $405 at Cowen 05/27/22 Canaccord Zscaler price target lowered to $210 from $320 at Canaccord 05/27/22 BMO Capital Zscaler price target lowered to $172 from $270 at BMO Capital 05/27/22 Baird Zscaler price target lowered to $200 from $300 at Baird 05/31/22 Deutsche Bank VMware price target raised to $142.50 from $135 at Deutsche Bank 06/08/22 Baird to hold a conference 03/01/22 JPMorgan UserTesting price target lowered to $13 from $14 at JPMorgan 12/13/21 Fly Intel: Top five analyst initiations 05/12/22 Credit Suisse Intapp price target lowered to $27 from $35 at Credit Suisse 05/12/22 Raymond James Intapp price target lowered to $26 from $32 at Raymond James 02/10/22 Raymond James Intapp price target lowered to $32 from $41 at Raymond James 02/10/22 JPMorgan Intapp price target lowered to $42 from $50 at JPMorgan 05/26/22 Piper Sandler JFrog price target lowered to $20 from $24 at Piper Sandler 05/10/22 Needham JFrog price target lowered to $23 from $32 at Needham 05/10/22 Stifel JFrog price target lowered to $29 from $36 at Stifel 05/10/22 Oppenheimer JFrog price target lowered to $37 from $45 at Oppenheimer 05/23/22 Jefferies EverCommerce price target lowered to $11 from $14 at Jefferies 05/10/22 Canaccord EverCommerce price target lowered to $17 from $20 at Canaccord 03/21/22 Stifel EverCommerce price target lowered to $18 from $21 at Stifel 03/15/22 Deutsche Bank EverCommerce price target lowered to $16 from $18 at Deutsche Bank 06/02/22 Citi Elastic price target raised to $125 from $97 at Citi 06/02/22 Stifel Elastic price target lowered to $100 from $125 at Stifel 06/02/22 Piper Sandler Elastic price target lowered to $85 from $155 at Piper Sandler 05/31/22 RBC Capital Elastic price target lowered to $110 from $133 at RBC Capital $105.87 / -12.095 (-10.25%)
05/31/22 KeyBanc Bill.com price target lowered to $175 from $225 at KeyBanc 05/24/22 Piper Sandler Bill.com price target lowered to $205 from $300 at Piper Sandler 05/23/22 Jefferies Bill.com price target lowered to $150 from $250 at Jefferies 05/20/22 JPMorgan Bill.com initiated with an Overweight at JPMorgan CWAN Clearwater Analytics 03/03/22 Wells Fargo Clearwater Analytics price target lowered to $23 from $28 at Wells Fargo 01/13/22 Piper Sandler Clearwater Analytics price target lowered to $22 from $25 at Piper Sandler 10/20/21 DA Davidson Clearwater Analytics initiated with a Buy at DA Davidson 10/19/21 Fly Intel: Top five analyst initiations 05/11/22 Needham 8x8 price target lowered to $13 from $22 at Needham 05/11/22 Craig-Hallum 8x8 price target lowered to $10 from $20 at Craig-Hallum 05/11/22 Evercore ISI 8x8 price target lowered to $18 from $30 at Evercore ISI 05/11/22 BTIG 8x8 price target lowered to $16 from $36 at BTIG 05/27/22 DA Davidson Workday price target lowered to $220 from $250 at DA Davidson 05/27/22 Stifel Workday price target lowered to $220 from $275 at Stifel 05/27/22 BMO Capital Workday price target lowered to $239 from $249 at BMO Capital $141.00 / -12.745 (-8.29%)
05/26/22 Zscaler sees FY22 EPS 64c-65c, consensus $55c 05/26/22 Zscaler sees Q4 EPS 20c-22c, consensus 17c 05/26/22 Zscaler reports Q3 EPS 17c, consensus 11c 05/26/22 Workday sees Q2 subscription revenue $1.353B-$1.355B 05/26/22 Workday raises FY23 subscription revenue view to $5.537B-$5.557B 05/26/22 Workday reports Q1 EPS 83c, consensus 86c 05/26/22 VMware reports Q1 EPS $1.28, consensus $1.56 02/24/22 VMware sees FY23 EPS $6.97, consensus $7.29 02/24/22 VMware sees Q1 EPS $1.56, consensus $1.64 02/24/22 VMware reports Q4 adjusted EPS $2.02, consensus $1.97 05/04/22 UserTesting sees FY22 EPS (39c) to (37c), consensus (40c) 05/04/22 UserTesting sees Q2 EPS (10c), consensus (10c) 05/04/22 UserTesting reports Q1 EPS (6c), consensus (8c) 02/28/22 UserTesting sees FY22 adjusted EPS (39c)-(41c), consensus (43c) 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) $166.38 / -17.38 (-9.46%)
04/28/22 Atlassian sees Q4 EPS 24c, consensus 30c 04/28/22 Atlassian reports Q3 EPS (12c), consensus 32c 01/27/22 Atlassian sees Q3 EPS 29c-31c, consensus 40c 01/27/22 Atlassian reports Q2 EPS 50c, consensus 39c 05/03/22 Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range 05/03/22 Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63 05/03/22 Notable companies reporting after market close 02/03/22 Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60 05/09/22 RingCentral raises FY22 EPS view to $1.83-$1.87, consensus $1.71 05/09/22 RingCentral reports Q1 EPS 39c, consensus 34c 05/09/22 Notable companies reporting after market close 02/22/22 RingCentral sees FY22 EPS $1.69-$1.72, consensus $1.65 06/02/22 Okta raises FY23 adjusted EPS view to ($1.14)-($1.11), consensus ($1.25) 06/02/22 Okta sees Q2 adjusted EPS (32c)-(31c), consensus (33c) 06/02/22 Okta reports Q1 adjusted EPS (27c), consensus (34c) 06/02/22 Notable companies reporting after market close $156.50 / -13.305 (-7.84%)
05/25/22 Nvidia sees Q2 revenue $8.1B, +/- 2%, consensus $8.45B 05/25/22 Nvidia reports Q1 EPS $1.36, consensus $1.29 05/25/22 Notable companies reporting after market close 02/16/22 Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B 05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close 05/26/22 Marvell sees Q2 adjusted EPS 56c, +/- 3c per share, consensus 55c 05/26/22 Marvell reports Q1 adjusted EPS 52c, consensus 51c 05/26/22 Notable companies reporting after market close 03/03/22 Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c $389.95 / -34.13 (-8.05%)
05/02/22 Monolithic Power sees Q2 revenue $420M-$440M, consensus $378.27M 05/02/22 Monolithic Power reports Q1 EPS $2.45, consensus $2.26 02/10/22 Monolithic Power sees Q1 revenue $354M-$366M, consensus $322.01M 02/10/22 Monolithic Power reports Q4 EPS $2.12, consensus $1.87 04/28/22 Intel sees FY22 adjusted EPS $3.60, consensus $3.50 04/28/22 Intel sees Q2 adjusted EPS 70c, consensus 83c 04/28/22 Intel reports Q1 adjusted EPS 87c, consensus 80c 04/28/22 Notable companies reporting after market close 05/11/22 Intapp sees FY22 non-GAAP EPS (16c)-(15c), consensus (25c) 05/11/22 Intapp sees Q4 EPS (8c)-(7c), consensus (11c) 05/11/22 Intapp reports Q3 EPS (4c), consensus (10c) 02/09/22 Intapp sees FY22 EPS (28c)-(24c), consensus (30c) 06/02/22 HashiCorp sees FY23 EPS ($1.19) - ($1.15), consensus ($1.27) 06/02/22 HashiCorp sees Q2 EPS (32c)-(30c), consensus (33c) 06/02/22 HashiCorp reports Q1 EPS (17c), consensus (29c) 03/11/22 HashiCorp sees FY23 EPS ($1.30) to ($1.26), consensus ($1.29) 05/09/22 JFrog sees Q2 adjusted EPS (4c)-(3c), consensus (1c) 05/09/22 JFrog sees FY22 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 JFrog reports Q1 adjusted EPS 0c, consensus 0c 02/10/22 JFrog sees Q1 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 EverCommerce reports Q1 EPS (7c), consensus 5c 03/14/22 EverCommerce sees FY22 revenue of $619M-$625M, consensus $595.69M 03/14/22 EverCommerce sees Q1 revenue $140M- $141M, consensus $134.33M 03/14/22 EverCommerce reports Q4 EPS (2c), consensus 7c 06/01/22 Elastic sees FY23 EPS (36c) to (28c), consensus (28c) 06/01/22 Elastic sees Q4 EPS (20c) to (16c), consensus (20c) 06/01/22 Elastic reports Q4 EPS (16c), consensus (22c) 03/03/22 Elastic sees FY22 adjusted EPS (42c)-(38c), consensus (53c) 05/10/22 8x8 sees FY23 revenue $740M-$755M, consensus $786.16M 05/10/22 8x8 sees Q1 revenue $185M-$188M, consensus $187.22M 05/10/22 8x8 reports Q4 EPS 5c, consensus 0c 05/10/22 Notable companies reporting after market close $59.13 / -6.825 (-10.35%)
06/09/22 DocuSign sees FY23 revenue $2.47B-$2.482B, consensus $2.48B 06/09/22 DocuSign sees Q2 revenue $600M-$604M, consensus $601.71M 06/09/22 DocuSign reports Q1 adjusted EPS 38c, consensus 46c 06/09/22 Notable companies reporting after market close CWAN Clearwater Analytics 05/04/22 Clearwater Analytics sees FY22 revenue $303M-$305M, consensus $302.76M 05/04/22 Clearwater Analytics sees Q2 revenue $73M-$73.5M, consensus $73.77M 05/04/22 Clearwater Analytics reports Q1 adjusted EPS 5c, consensus 5c $166.09 / -12.41 (-6.95%)
05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 $105.87 / -12.095 (-10.25%)
05/05/22 Bill.com sees FY22 EPS (35c)-(34c), consensus (46c) 05/05/22 Bill.com sees Q4 EPS (14c)-(13c), consensus (15c) 05/05/22 Bill.com reports Q3 EPS (8c), consensus (16c) 05/26/22 Broadcom sees Q3 revenue $8.4B, consensus $8.01B 05/26/22 Broadcom reports Q2 adjusted EPS $9.07, consensus $8.70 03/03/22 Broadcom sees Q2 revenue $7.9B, consensus $7.43B 03/03/22 Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08 06/02/22 Asana sees FY23 revenue $536M-$540M, consensus $529.86M 06/02/22 Asana sees Q2 EPS (39c)-(38c), consensus (32c) 06/02/22 Asana reports Q1 EPS (30c), consensus (36c) 03/09/22 Asana sees Q1 EPS (36c)-(35c), consensus (27c)
Conference/Events
Semiconductor &…
Semiconductor & Software Virtual Bus Tour is being held on June 13-16 hosted by Oppenheimer.
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05/02/22 Zscaler appoints Castle as Chief People Officer 04/13/22 Synchronoss appoints Stanley Lowe as chief information security officer 12/22/21 Zscaler officer Rajic sells $7.9M in company shares 12/20/21 Zscaler CFO sells $4.47M in common stock $149.24 / -4.735 (-3.08%)
05/26/22 Workday drops 7% to $155.50 after Q1 EPS misses estimates 02/28/22 Workday sees FY23 subscription revenue at $5.53B-$5.55B, up 22% y/y 02/14/22 Lone Pine takes stakes in Mastercard, Visa, exits Twitter, Meta Platforms 05/23/22 VMware rises 20.8% 06/10/22 UserTesting falls -8.4% 06/06/22 UserTesting rises 18.4% 04/19/22 UserTesting rises 13.2% 04/18/22 UserTesting falls -18.1% 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center $183.76 / -12.335 (-6.29%)
05/16/22 Lone Pine adds TSMC in Q1, exits KE Holdings and Adobe 05/13/22 Soros buys Lucid, exits GM in Q1 04/07/22 Atlassian sees total annual revenue for its markets reaching $176B 02/09/22 Atlassian explores redomiciling from the U.K. to the U.S. 12/16/21 Skyworks drops 10% following Bloomberg report, Broadcom down 3% 12/16/21 Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips 05/09/22 RingCentral names Sonalee Parekh CFO 03/23/22 Theta Lake attracts $50M in series B funding 02/22/22 RingCentral sees Q1 EPS 34c, consensus 33c 02/22/22 RingCentral reports Q4 subscriptions revenue up 37% y/y 06/02/22 Okta jumps 16% to $108.35 after raising fiscal year outlook 04/20/22 Okta says January breach lasted 25 minutes, impacted two customers 03/25/22 Okta does not consider January cyber incident 'to be material' 03/22/22 Microsoft says Lapsus$ stole source code through 'limited' access 06/07/22 Duos Technologies Group joins Nvidia Metropolis partner program 06/06/22 ARIA Cybersecurity announces ARIA Zero Trust Gateway 05/27/22 Nvidia recommends shareholders reject 'mini-tender' offer from Tutanota $47.32 / -4.2799 (-8.29%)
05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms 05/09/22 Marvell to acquire Tanzanite in an all-cash transaction 04/20/22 Marvell appoints Sara Andrews to board of directors 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 03/14/22 Marvell CEO: The company is performing extremely well $424.23 / -20.76 (-4.67%)
05/25/22 Monolithic launches MPSafe Portfolio of safety-oriented automotive products 04/19/22 Monolithic Power gets 3rd party ISO26262 functional safety product development 02/10/22 Monolithic Power increases quarterly cash dividend to 75c per share 06/12/22 Fly Intel: Top five weekend stock stories 06/08/22 Intel appoints April Miller Boise as EVP, CLO 06/07/22 Nvidia has selected Sapphire Rapids to be the CPU for Hopper, says Huang 06/07/22 Schneider Electric collaborates with Intel 06/07/22 Lightfoot, Franklin & White selects Oneplace Marketing & Business Development 05/17/22 Intapp announces Beck Redden selected OnePlace Marketing & Business Development 04/26/22 Intapp, KPMG form strategic alliance to accelerate digital transformation 03/30/22 Intapp announces Hannes Snellman has selected OnePlace Risk & Compliance 04/26/22 HashiCorp director buys $3.01M in common stock 03/24/22 JFrog announces distribution partnership with Softline India 02/15/22 JFrog up 3% as investor day continues 01/21/22 EverCommerce ends 2021 with over 600,000 customers 06/01/22 Elastic jumps 4% to $64.45 after smaller than expected Q4 earnings loss 05/19/22 Elastic expands collaboration with Amazon Web Services for Elastic Cloud 05/11/22 Elastic expands strategic partnership with Microsoft 02/16/22 Elastic, Amazon reach agreement on trademark infringement lawsuit 01/12/22 8x8 appoints Stephanie Garcia as chief human resources officer $65.93 / -21.465 (-24.56%)
06/09/22 DocuSign reports Q1 subscription revenue $569.3M, up 26% y/y 06/09/22 DocuSign drops 12% to $76.88 after Q1 profit misses estimates 06/07/22 DocuSign jumps 4% to $91.27 after announcing expanded partnership with Microsoft 06/07/22 DocuSign, Microsoft expand strategic partnership CWAN Clearwater Analytics 03/22/22 Clearwater Analytics announces partnership with Flyer Financial 03/22/22 Clearwater Analytics falls -4.6% 03/02/22 Clearwater Analytics selected by Athora Holding for operations streamlining 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration $117.85 / -10.15 (-7.93%)
05/19/22 Bill.com rises 16.6% 05/11/22 Bill.com hires Michael DeAngelo as Chief People Officer 05/06/22 Bill.com falls -26.9% $541.19 / -14.855 (-2.67%)
05/26/22 Broadcom deal for VMware provides for 'go-shop' provision 05/26/22 Broadcom board authorizes new $10B share repurchase program 05/26/22 Broadcom to buy VMware for about $61B in cash and stock or $138.23 per share 05/26/22 Broadcom to acquire VMware for about $61B in cash and stock 06/03/22 Asana falls -11.9% 06/03/22 Asana falls -12.3% 05/23/22 Asana teams with Align for solutions to Invisalign-trained U.S dental practices 05/20/22 Align Technology, Asana enter pact to offer Asana Smiles for Align solution $541.19 / -14.855 (-2.67%)
05/27/22 RBC Capital VMware downgraded to Sector Perform from Outperform at RBC Capital 05/27/22 Mizuho Broadcom price target raised to $725 from $700 at Mizuho 05/27/22 KeyBanc Broadcom price target raised to $780 from $720 at KeyBanc 05/27/22 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc 06/10/22 Oppenheimer Oppenheimer sees issues continuing to weigh on Intel 06/08/22 Benchmark Intel CFO comments likely point to 'negative' Q2 results, says Benchmark 06/08/22 Benchmark Western Digital break-up value 46%-82% higher than current value, says Benchmark 06/08/22 Citi Intel bear case taking shape sooner than expected, says Citi $424.23 / -20.76 (-4.67%)
05/03/22 KeyBanc Monolithic Power price target raised to $570 from $520 at KeyBanc 04/20/22 Deutsche Bank Monolithic Power price target lowered to $500 from $510 at Deutsche Bank 04/08/22 Truist Monolithic Power price target lowered to $545 from $568 at Truist 02/11/22 Needham Monolithic Power upgraded to Buy from Hold at Needham 06/01/22 BofA BofA sees 'compelling' valuations in semis, names top picks 05/27/22 BMO Capital Marvell price target lowered to $82 from $98 at BMO Capital 05/27/22 Needham Marvell price target lowered to $75 from $105 at Needham 05/27/22 BofA Marvell price target lowered to $90 from $100 at BofA 05/31/22 Wells Fargo 'Venado' another supercomputing CPU win for Nvidia, says Wells Fargo 05/27/22 Baird Nvidia price target lowered to $165 from $225 at Baird 05/26/22 Needham Nvidia price target lowered to $240 from $400 at Needham 05/17/22 Piper Sandler Piper moves to 'more positive stance' on semiconductor stocks 05/05/22 Raymond James Qorvo price target lowered to $155 from $180 at Raymond James 05/04/22 Craig-Hallum Skyworks price target lowered to $180 from $220 at Craig-Hallum 05/04/22 Benchmark Skyworks price target lowered to $155 from $190 at Benchmark 06/03/22 Oppenheimer Asana price target lowered to $40 from $60 at Oppenheimer 06/03/22 JMP Securities Asana price target lowered to $43 from $68 at JMP Securities 06/03/22 Baird Asana price target lowered to $31 from $65 at Baird 06/03/22 Piper Sandler Asana price target lowered to $35 from $55 at Piper Sandler 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel $65.93 / -21.465 (-24.56%)
06/10/22 UBS DocuSign price target lowered to $70 from $85 at UBS 06/10/22 Citi DocuSign price target lowered to $90 from $114 at Citi 06/10/22 Baird DocuSign price target lowered to $60 from $95 at Baird 06/10/22 William Blair DocuSign downgraded to Market Perform from Outperform at William Blair 06/03/22 JMP Securities HashiCorp price target lowered to $54 from $68 at JMP Securities 06/03/22 Stifel HashiCorp price target lowered to $51 from $60 at Stifel 06/03/22 Piper Sandler HashiCorp price target lowered to $46 from $59 at Piper Sandler 04/12/22 Piper Sandler HashiCorp initiated with a Neutral at Piper Sandler $47.32 / -4.2799 (-8.29%)
05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist 06/03/22 Morgan Stanley Okta Q1 report should be 'clearing event,' says Morgan Stanley 06/03/22 DA Davidson Okta price target raised to $140 from $125 at DA Davidson 06/03/22 Oppenheimer Okta price target lowered to $170 from $210 at Oppenheimer 06/03/22 BTIG Okta price target lowered to $152 from $216 at BTIG 05/23/22 Jefferies RingCentral price target lowered to $80 from $100 at Jefferies 05/18/22 Wells Fargo RingCentral price target lowered to $115 from $150 at Wells Fargo 05/16/22 Baird Baird downgrades three cloud stocks on focus shift to cash flows 05/16/22 Baird RingCentral downgraded to Neutral from Outperform at Baird $183.76 / -12.335 (-6.29%)
05/23/22 Jefferies Atlassian price target lowered to $180 from $275 at Jefferies 05/18/22 Wells Fargo Atlassian price target lowered to $300 from $400 at Wells Fargo 05/16/22 Mizuho Atlassian price target lowered to $360 from $500 at Mizuho 05/10/22 Truist Atlassian price target lowered to $220 from $375 at Truist 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies 05/27/22 Cowen Zscaler price target lowered to $194 from $405 at Cowen 05/27/22 Canaccord Zscaler price target lowered to $210 from $320 at Canaccord 05/27/22 BMO Capital Zscaler price target lowered to $172 from $270 at BMO Capital 05/27/22 Baird Zscaler price target lowered to $200 from $300 at Baird 05/31/22 Deutsche Bank VMware price target raised to $142.50 from $135 at Deutsche Bank 06/08/22 Baird to hold a conference 03/01/22 JPMorgan UserTesting price target lowered to $13 from $14 at JPMorgan 12/13/21 Fly Intel: Top five analyst initiations 05/12/22 Credit Suisse Intapp price target lowered to $27 from $35 at Credit Suisse 05/12/22 Raymond James Intapp price target lowered to $26 from $32 at Raymond James 02/10/22 Raymond James Intapp price target lowered to $32 from $41 at Raymond James 02/10/22 JPMorgan Intapp price target lowered to $42 from $50 at JPMorgan 05/26/22 Piper Sandler JFrog price target lowered to $20 from $24 at Piper Sandler 05/10/22 Needham JFrog price target lowered to $23 from $32 at Needham 05/10/22 Stifel JFrog price target lowered to $29 from $36 at Stifel 05/10/22 Oppenheimer JFrog price target lowered to $37 from $45 at Oppenheimer 05/23/22 Jefferies EverCommerce price target lowered to $11 from $14 at Jefferies 05/10/22 Canaccord EverCommerce price target lowered to $17 from $20 at Canaccord 03/21/22 Stifel EverCommerce price target lowered to $18 from $21 at Stifel 03/15/22 Deutsche Bank EverCommerce price target lowered to $16 from $18 at Deutsche Bank 06/02/22 Citi Elastic price target raised to $125 from $97 at Citi 06/02/22 Stifel Elastic price target lowered to $100 from $125 at Stifel 06/02/22 Piper Sandler Elastic price target lowered to $85 from $155 at Piper Sandler 05/31/22 RBC Capital Elastic price target lowered to $110 from $133 at RBC Capital $117.85 / -10.15 (-7.93%)
05/31/22 KeyBanc Bill.com price target lowered to $175 from $225 at KeyBanc 05/24/22 Piper Sandler Bill.com price target lowered to $205 from $300 at Piper Sandler 05/23/22 Jefferies Bill.com price target lowered to $150 from $250 at Jefferies 05/20/22 JPMorgan Bill.com initiated with an Overweight at JPMorgan CWAN Clearwater Analytics 03/03/22 Wells Fargo Clearwater Analytics price target lowered to $23 from $28 at Wells Fargo 01/13/22 Piper Sandler Clearwater Analytics price target lowered to $22 from $25 at Piper Sandler 10/20/21 DA Davidson Clearwater Analytics initiated with a Buy at DA Davidson 10/19/21 Fly Intel: Top five analyst initiations 05/11/22 Needham 8x8 price target lowered to $13 from $22 at Needham 05/11/22 Craig-Hallum 8x8 price target lowered to $10 from $20 at Craig-Hallum 05/11/22 Evercore ISI 8x8 price target lowered to $18 from $30 at Evercore ISI 05/11/22 BTIG 8x8 price target lowered to $16 from $36 at BTIG $149.24 / -4.735 (-3.08%)
05/27/22 DA Davidson Workday price target lowered to $220 from $250 at DA Davidson 05/27/22 Stifel Workday price target lowered to $220 from $275 at Stifel 05/27/22 BMO Capital Workday price target lowered to $239 from $249 at BMO Capital 05/26/22 Zscaler sees FY22 EPS 64c-65c, consensus $55c 05/26/22 Zscaler sees Q4 EPS 20c-22c, consensus 17c 05/26/22 Zscaler reports Q3 EPS 17c, consensus 11c $149.24 / -4.735 (-3.08%)
05/26/22 Workday sees Q2 subscription revenue $1.353B-$1.355B 05/26/22 Workday raises FY23 subscription revenue view to $5.537B-$5.557B 05/26/22 Workday reports Q1 EPS 83c, consensus 86c 05/26/22 VMware reports Q1 EPS $1.28, consensus $1.56 02/24/22 VMware sees FY23 EPS $6.97, consensus $7.29 02/24/22 VMware sees Q1 EPS $1.56, consensus $1.64 02/24/22 VMware reports Q4 adjusted EPS $2.02, consensus $1.97 05/04/22 UserTesting sees FY22 EPS (39c) to (37c), consensus (40c) 05/04/22 UserTesting sees Q2 EPS (10c), consensus (10c) 05/04/22 UserTesting reports Q1 EPS (6c), consensus (8c) 02/28/22 UserTesting sees FY22 adjusted EPS (39c)-(41c), consensus (43c) 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) $183.76 / -12.335 (-6.29%)
04/28/22 Atlassian sees Q4 EPS 24c, consensus 30c 04/28/22 Atlassian reports Q3 EPS (12c), consensus 32c 01/27/22 Atlassian sees Q3 EPS 29c-31c, consensus 40c 01/27/22 Atlassian reports Q2 EPS 50c, consensus 39c 05/03/22 Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range 05/03/22 Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63 05/03/22 Notable companies reporting after market close 02/03/22 Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60 05/09/22 RingCentral raises FY22 EPS view to $1.83-$1.87, consensus $1.71 05/09/22 RingCentral reports Q1 EPS 39c, consensus 34c 05/09/22 Notable companies reporting after market close 02/22/22 RingCentral sees FY22 EPS $1.69-$1.72, consensus $1.65 06/02/22 Okta raises FY23 adjusted EPS view to ($1.14)-($1.11), consensus ($1.25) 06/02/22 Okta sees Q2 adjusted EPS (32c)-(31c), consensus (33c) 06/02/22 Okta reports Q1 adjusted EPS (27c), consensus (34c) 06/02/22 Notable companies reporting after market close 05/25/22 Nvidia sees Q2 revenue $8.1B, +/- 2%, consensus $8.45B 05/25/22 Nvidia reports Q1 EPS $1.36, consensus $1.29 05/25/22 Notable companies reporting after market close 02/16/22 Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B $47.32 / -4.2799 (-8.29%)
05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close 05/26/22 Marvell sees Q2 adjusted EPS 56c, +/- 3c per share, consensus 55c 05/26/22 Marvell reports Q1 adjusted EPS 52c, consensus 51c 05/26/22 Notable companies reporting after market close 03/03/22 Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c $424.23 / -20.76 (-4.67%)
05/02/22 Monolithic Power sees Q2 revenue $420M-$440M, consensus $378.27M 05/02/22 Monolithic Power reports Q1 EPS $2.45, consensus $2.26 02/10/22 Monolithic Power sees Q1 revenue $354M-$366M, consensus $322.01M 02/10/22 Monolithic Power reports Q4 EPS $2.12, consensus $1.87 04/28/22 Intel sees FY22 adjusted EPS $3.60, consensus $3.50 04/28/22 Intel sees Q2 adjusted EPS 70c, consensus 83c 04/28/22 Intel reports Q1 adjusted EPS 87c, consensus 80c 04/28/22 Notable companies reporting after market close 05/11/22 Intapp sees FY22 non-GAAP EPS (16c)-(15c), consensus (25c) 05/11/22 Intapp sees Q4 EPS (8c)-(7c), consensus (11c) 05/11/22 Intapp reports Q3 EPS (4c), consensus (10c) 02/09/22 Intapp sees FY22 EPS (28c)-(24c), consensus (30c) 06/02/22 HashiCorp sees FY23 EPS ($1.19) - ($1.15), consensus ($1.27) 06/02/22 HashiCorp sees Q2 EPS (32c)-(30c), consensus (33c) 06/02/22 HashiCorp reports Q1 EPS (17c), consensus (29c) 03/11/22 HashiCorp sees FY23 EPS ($1.30) to ($1.26), consensus ($1.29) 05/09/22 JFrog sees Q2 adjusted EPS (4c)-(3c), consensus (1c) 05/09/22 JFrog sees FY22 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 JFrog reports Q1 adjusted EPS 0c, consensus 0c 02/10/22 JFrog sees Q1 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 EverCommerce reports Q1 EPS (7c), consensus 5c 03/14/22 EverCommerce sees FY22 revenue of $619M-$625M, consensus $595.69M 03/14/22 EverCommerce sees Q1 revenue $140M- $141M, consensus $134.33M 03/14/22 EverCommerce reports Q4 EPS (2c), consensus 7c 06/01/22 Elastic sees FY23 EPS (36c) to (28c), consensus (28c) 06/01/22 Elastic sees Q4 EPS (20c) to (16c), consensus (20c) 06/01/22 Elastic reports Q4 EPS (16c), consensus (22c) 03/03/22 Elastic sees FY22 adjusted EPS (42c)-(38c), consensus (53c) 05/10/22 8x8 sees FY23 revenue $740M-$755M, consensus $786.16M 05/10/22 8x8 sees Q1 revenue $185M-$188M, consensus $187.22M 05/10/22 8x8 reports Q4 EPS 5c, consensus 0c 05/10/22 Notable companies reporting after market close $65.93 / -21.465 (-24.56%)
06/09/22 DocuSign sees FY23 revenue $2.47B-$2.482B, consensus $2.48B 06/09/22 DocuSign sees Q2 revenue $600M-$604M, consensus $601.71M 06/09/22 DocuSign reports Q1 adjusted EPS 38c, consensus 46c 06/09/22 Notable companies reporting after market close CWAN Clearwater Analytics 05/04/22 Clearwater Analytics sees FY22 revenue $303M-$305M, consensus $302.76M 05/04/22 Clearwater Analytics sees Q2 revenue $73M-$73.5M, consensus $73.77M 05/04/22 Clearwater Analytics reports Q1 adjusted EPS 5c, consensus 5c 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 $117.85 / -10.15 (-7.93%)
05/05/22 Bill.com sees FY22 EPS (35c)-(34c), consensus (46c) 05/05/22 Bill.com sees Q4 EPS (14c)-(13c), consensus (15c) 05/05/22 Bill.com reports Q3 EPS (8c), consensus (16c) $541.19 / -14.855 (-2.67%)
05/26/22 Broadcom sees Q3 revenue $8.4B, consensus $8.01B 05/26/22 Broadcom reports Q2 adjusted EPS $9.07, consensus $8.70 03/03/22 Broadcom sees Q2 revenue $7.9B, consensus $7.43B 03/03/22 Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08 06/02/22 Asana sees FY23 revenue $536M-$540M, consensus $529.86M 06/02/22 Asana sees Q2 EPS (39c)-(38c), consensus (32c) 06/02/22 Asana reports Q1 EPS (30c), consensus (36c) 03/09/22 Asana sees Q1 EPS (36c)-(35c), consensus (27c)
Conference/Events
Semiconductor &…
Semiconductor & Software Virtual Bus Tour is being held on June 13-16 hosted by Oppenheimer.
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05/02/22 Zscaler appoints Castle as Chief People Officer 04/13/22 Synchronoss appoints Stanley Lowe as chief information security officer 12/22/21 Zscaler officer Rajic sells $7.9M in company shares 12/20/21 Zscaler CFO sells $4.47M in common stock $149.24 / -4.735 (-3.08%)
05/26/22 Workday drops 7% to $155.50 after Q1 EPS misses estimates 02/28/22 Workday sees FY23 subscription revenue at $5.53B-$5.55B, up 22% y/y 02/14/22 Lone Pine takes stakes in Mastercard, Visa, exits Twitter, Meta Platforms 05/23/22 VMware rises 20.8% 06/10/22 UserTesting falls -8.4% 06/06/22 UserTesting rises 18.4% 04/19/22 UserTesting rises 13.2% 04/18/22 UserTesting falls -18.1% 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center $183.76 / -12.335 (-6.29%)
05/16/22 Lone Pine adds TSMC in Q1, exits KE Holdings and Adobe 05/13/22 Soros buys Lucid, exits GM in Q1 04/07/22 Atlassian sees total annual revenue for its markets reaching $176B 02/09/22 Atlassian explores redomiciling from the U.K. to the U.S. 12/16/21 Skyworks drops 10% following Bloomberg report, Broadcom down 3% 12/16/21 Broadcom, Skyworks fall after Bloomberg says Apple hiring to in-house chips 05/09/22 RingCentral names Sonalee Parekh CFO 03/23/22 Theta Lake attracts $50M in series B funding 02/22/22 RingCentral sees Q1 EPS 34c, consensus 33c 02/22/22 RingCentral reports Q4 subscriptions revenue up 37% y/y 06/02/22 Okta jumps 16% to $108.35 after raising fiscal year outlook 04/20/22 Okta says January breach lasted 25 minutes, impacted two customers 03/25/22 Okta does not consider January cyber incident 'to be material' 03/22/22 Microsoft says Lapsus$ stole source code through 'limited' access 06/07/22 Duos Technologies Group joins Nvidia Metropolis partner program 06/06/22 ARIA Cybersecurity announces ARIA Zero Trust Gateway 05/27/22 Nvidia recommends shareholders reject 'mini-tender' offer from Tutanota $47.32 / -4.2799 (-8.29%)
05/16/22 Cloudflare falls -10.0% 05/11/22 Cloudflare announces Cloudflare D1 05/10/22 Cloudflare announces Cloudflare for Platforms 05/09/22 Marvell to acquire Tanzanite in an all-cash transaction 04/20/22 Marvell appoints Sara Andrews to board of directors 04/14/22 Worldwide semiconductor revenue grew 26% in 2021, Gartner says 03/14/22 Marvell CEO: The company is performing extremely well $424.23 / -20.76 (-4.67%)
05/25/22 Monolithic launches MPSafe Portfolio of safety-oriented automotive products 04/19/22 Monolithic Power gets 3rd party ISO26262 functional safety product development 02/10/22 Monolithic Power increases quarterly cash dividend to 75c per share 06/08/22 Intel appoints April Miller Boise as EVP, CLO 06/07/22 Nvidia has selected Sapphire Rapids to be the CPU for Hopper, says Huang 06/07/22 Schneider Electric collaborates with Intel 05/31/22 Intel debuts Rialto Bridge GPU, succeeding Ponte Vecchio architecture 06/07/22 Lightfoot, Franklin & White selects Oneplace Marketing & Business Development 05/17/22 Intapp announces Beck Redden selected OnePlace Marketing & Business Development 04/26/22 Intapp, KPMG form strategic alliance to accelerate digital transformation 03/30/22 Intapp announces Hannes Snellman has selected OnePlace Risk & Compliance 04/26/22 HashiCorp director buys $3.01M in common stock 03/24/22 JFrog announces distribution partnership with Softline India 02/15/22 JFrog up 3% as investor day continues 01/21/22 EverCommerce ends 2021 with over 600,000 customers 06/01/22 Elastic jumps 4% to $64.45 after smaller than expected Q4 earnings loss 05/19/22 Elastic expands collaboration with Amazon Web Services for Elastic Cloud 05/11/22 Elastic expands strategic partnership with Microsoft 02/16/22 Elastic, Amazon reach agreement on trademark infringement lawsuit 01/12/22 8x8 appoints Stephanie Garcia as chief human resources officer $65.93 / -21.465 (-24.56%)
06/09/22 DocuSign reports Q1 subscription revenue $569.3M, up 26% y/y 06/09/22 DocuSign drops 12% to $76.88 after Q1 profit misses estimates 06/07/22 DocuSign jumps 4% to $91.27 after announcing expanded partnership with Microsoft 06/07/22 DocuSign, Microsoft expand strategic partnership CWAN Clearwater Analytics 03/22/22 Clearwater Analytics announces partnership with Flyer Financial 03/22/22 Clearwater Analytics falls -4.6% 03/02/22 Clearwater Analytics selected by Athora Holding for operations streamlining 06/09/22 Cloudflare announces Hawkins elected to board of directors 06/08/22 LiveRamp joins Salesforce AppExchange 06/08/22 TransUnion subsidiary joins Salesforce AppExchange 06/07/22 Box announces updates to the Box for Salesforce integration $117.85 / -10.15 (-7.93%)
05/19/22 Bill.com rises 16.6% 05/11/22 Bill.com hires Michael DeAngelo as Chief People Officer 05/06/22 Bill.com falls -26.9% $541.19 / -14.855 (-2.67%)
05/26/22 Broadcom deal for VMware provides for 'go-shop' provision 05/26/22 Broadcom board authorizes new $10B share repurchase program 05/26/22 Broadcom to buy VMware for about $61B in cash and stock or $138.23 per share 05/26/22 Broadcom to acquire VMware for about $61B in cash and stock 06/03/22 Asana falls -11.9% 06/03/22 Asana falls -12.3% 05/23/22 Asana teams with Align for solutions to Invisalign-trained U.S dental practices 05/20/22 Align Technology, Asana enter pact to offer Asana Smiles for Align solution $541.19 / -14.855 (-2.67%)
05/27/22 RBC Capital VMware downgraded to Sector Perform from Outperform at RBC Capital 05/27/22 Mizuho Broadcom price target raised to $725 from $700 at Mizuho 05/27/22 KeyBanc Broadcom price target raised to $780 from $720 at KeyBanc 05/27/22 KeyBanc VMware downgraded to Sector Weight from Overweight at KeyBanc 06/10/22 Oppenheimer Oppenheimer sees issues continuing to weigh on Intel 06/08/22 Benchmark Intel CFO comments likely point to 'negative' Q2 results, says Benchmark 06/08/22 Benchmark Western Digital break-up value 46%-82% higher than current value, says Benchmark 06/08/22 Citi Intel bear case taking shape sooner than expected, says Citi $424.23 / -20.76 (-4.67%)
05/03/22 KeyBanc Monolithic Power price target raised to $570 from $520 at KeyBanc 04/20/22 Deutsche Bank Monolithic Power price target lowered to $500 from $510 at Deutsche Bank 04/08/22 Truist Monolithic Power price target lowered to $545 from $568 at Truist 02/11/22 Needham Monolithic Power upgraded to Buy from Hold at Needham 06/01/22 BofA BofA sees 'compelling' valuations in semis, names top picks 05/27/22 BMO Capital Marvell price target lowered to $82 from $98 at BMO Capital 05/27/22 Needham Marvell price target lowered to $75 from $105 at Needham 05/27/22 BofA Marvell price target lowered to $90 from $100 at BofA 05/31/22 Wells Fargo 'Venado' another supercomputing CPU win for Nvidia, says Wells Fargo 05/27/22 Baird Nvidia price target lowered to $165 from $225 at Baird 05/26/22 Needham Nvidia price target lowered to $240 from $400 at Needham 05/17/22 Piper Sandler Piper moves to 'more positive stance' on semiconductor stocks 05/05/22 Raymond James Qorvo price target lowered to $155 from $180 at Raymond James 05/04/22 Craig-Hallum Skyworks price target lowered to $180 from $220 at Craig-Hallum 05/04/22 Benchmark Skyworks price target lowered to $155 from $190 at Benchmark 06/03/22 Oppenheimer Asana price target lowered to $40 from $60 at Oppenheimer 06/03/22 JMP Securities Asana price target lowered to $43 from $68 at JMP Securities 06/03/22 Baird Asana price target lowered to $31 from $65 at Baird 06/03/22 Piper Sandler Asana price target lowered to $35 from $55 at Piper Sandler 06/02/22 Loop Capital Salesforce price target lowered to $175 from $225 at Loop Capital 06/01/22 RBC Capital Salesforce margin outlook overshadowed lower revenue guide, says RBC Capital 06/01/22 BMO Capital Salesforce price target lowered to $225 from $260 at BMO Capital 06/01/22 Stifel Salesforce price target lowered to $250 from $300 at Stifel $65.93 / -21.465 (-24.56%)
06/10/22 UBS DocuSign price target lowered to $70 from $85 at UBS 06/10/22 Citi DocuSign price target lowered to $90 from $114 at Citi 06/10/22 Baird DocuSign price target lowered to $60 from $95 at Baird 06/10/22 William Blair DocuSign downgraded to Market Perform from Outperform at William Blair 06/03/22 JMP Securities HashiCorp price target lowered to $54 from $68 at JMP Securities 06/03/22 Stifel HashiCorp price target lowered to $51 from $60 at Stifel 06/03/22 Piper Sandler HashiCorp price target lowered to $46 from $59 at Piper Sandler 04/12/22 Piper Sandler HashiCorp initiated with a Neutral at Piper Sandler $47.32 / -4.2799 (-8.29%)
05/23/22 Jefferies Cloudflare price target lowered to $55 from $75 at Jefferies 05/16/22 Needham Cloudflare price target lowered to $100 from $245 at Needham 05/10/22 Truist Cloudflare price target lowered to $100 from $140 at Truist 05/06/22 Truist Cloudflare price target lowered to $140 from $180 at Truist 06/03/22 Morgan Stanley Okta Q1 report should be 'clearing event,' says Morgan Stanley 06/03/22 DA Davidson Okta price target raised to $140 from $125 at DA Davidson 06/03/22 Oppenheimer Okta price target lowered to $170 from $210 at Oppenheimer 06/03/22 BTIG Okta price target lowered to $152 from $216 at BTIG 05/23/22 Jefferies RingCentral price target lowered to $80 from $100 at Jefferies 05/18/22 Wells Fargo RingCentral price target lowered to $115 from $150 at Wells Fargo 05/16/22 Baird Baird downgrades three cloud stocks on focus shift to cash flows 05/16/22 Baird RingCentral downgraded to Neutral from Outperform at Baird $183.76 / -12.335 (-6.29%)
05/23/22 Jefferies Atlassian price target lowered to $180 from $275 at Jefferies 05/18/22 Wells Fargo Atlassian price target lowered to $300 from $400 at Wells Fargo 05/16/22 Mizuho Atlassian price target lowered to $360 from $500 at Mizuho 05/10/22 Truist Atlassian price target lowered to $220 from $375 at Truist 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies 05/27/22 Cowen Zscaler price target lowered to $194 from $405 at Cowen 05/27/22 Canaccord Zscaler price target lowered to $210 from $320 at Canaccord 05/27/22 BMO Capital Zscaler price target lowered to $172 from $270 at BMO Capital 05/27/22 Baird Zscaler price target lowered to $200 from $300 at Baird 05/31/22 Deutsche Bank VMware price target raised to $142.50 from $135 at Deutsche Bank 06/08/22 Baird to hold a conference 03/01/22 JPMorgan UserTesting price target lowered to $13 from $14 at JPMorgan 12/13/21 Fly Intel: Top five analyst initiations 05/12/22 Credit Suisse Intapp price target lowered to $27 from $35 at Credit Suisse 05/12/22 Raymond James Intapp price target lowered to $26 from $32 at Raymond James 02/10/22 Raymond James Intapp price target lowered to $32 from $41 at Raymond James 02/10/22 JPMorgan Intapp price target lowered to $42 from $50 at JPMorgan 05/26/22 Piper Sandler JFrog price target lowered to $20 from $24 at Piper Sandler 05/10/22 Needham JFrog price target lowered to $23 from $32 at Needham 05/10/22 Stifel JFrog price target lowered to $29 from $36 at Stifel 05/10/22 Oppenheimer JFrog price target lowered to $37 from $45 at Oppenheimer 05/23/22 Jefferies EverCommerce price target lowered to $11 from $14 at Jefferies 05/10/22 Canaccord EverCommerce price target lowered to $17 from $20 at Canaccord 03/21/22 Stifel EverCommerce price target lowered to $18 from $21 at Stifel 03/15/22 Deutsche Bank EverCommerce price target lowered to $16 from $18 at Deutsche Bank 06/02/22 Citi Elastic price target raised to $125 from $97 at Citi 06/02/22 Stifel Elastic price target lowered to $100 from $125 at Stifel 06/02/22 Piper Sandler Elastic price target lowered to $85 from $155 at Piper Sandler 05/31/22 RBC Capital Elastic price target lowered to $110 from $133 at RBC Capital $117.85 / -10.15 (-7.93%)
05/31/22 KeyBanc Bill.com price target lowered to $175 from $225 at KeyBanc 05/24/22 Piper Sandler Bill.com price target lowered to $205 from $300 at Piper Sandler 05/23/22 Jefferies Bill.com price target lowered to $150 from $250 at Jefferies 05/20/22 JPMorgan Bill.com initiated with an Overweight at JPMorgan CWAN Clearwater Analytics 03/03/22 Wells Fargo Clearwater Analytics price target lowered to $23 from $28 at Wells Fargo 01/13/22 Piper Sandler Clearwater Analytics price target lowered to $22 from $25 at Piper Sandler 10/20/21 DA Davidson Clearwater Analytics initiated with a Buy at DA Davidson 10/19/21 Fly Intel: Top five analyst initiations 05/11/22 Needham 8x8 price target lowered to $13 from $22 at Needham 05/11/22 Craig-Hallum 8x8 price target lowered to $10 from $20 at Craig-Hallum 05/11/22 Evercore ISI 8x8 price target lowered to $18 from $30 at Evercore ISI 05/11/22 BTIG 8x8 price target lowered to $16 from $36 at BTIG $149.24 / -4.735 (-3.08%)
05/27/22 DA Davidson Workday price target lowered to $220 from $250 at DA Davidson 05/27/22 Stifel Workday price target lowered to $220 from $275 at Stifel 05/27/22 BMO Capital Workday price target lowered to $239 from $249 at BMO Capital 05/26/22 Zscaler sees FY22 EPS 64c-65c, consensus $55c 05/26/22 Zscaler sees Q4 EPS 20c-22c, consensus 17c 05/26/22 Zscaler reports Q3 EPS 17c, consensus 11c $149.24 / -4.735 (-3.08%)
05/26/22 Workday sees Q2 subscription revenue $1.353B-$1.355B 05/26/22 Workday raises FY23 subscription revenue view to $5.537B-$5.557B 05/26/22 Workday reports Q1 EPS 83c, consensus 86c 05/26/22 VMware reports Q1 EPS $1.28, consensus $1.56 02/24/22 VMware sees FY23 EPS $6.97, consensus $7.29 02/24/22 VMware sees Q1 EPS $1.56, consensus $1.64 02/24/22 VMware reports Q4 adjusted EPS $2.02, consensus $1.97 05/04/22 UserTesting sees FY22 EPS (39c) to (37c), consensus (40c) 05/04/22 UserTesting sees Q2 EPS (10c), consensus (10c) 05/04/22 UserTesting reports Q1 EPS (6c), consensus (8c) 02/28/22 UserTesting sees FY22 adjusted EPS (39c)-(41c), consensus (43c) 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) $183.76 / -12.335 (-6.29%)
04/28/22 Atlassian sees Q4 EPS 24c, consensus 30c 04/28/22 Atlassian reports Q3 EPS (12c), consensus 32c 01/27/22 Atlassian sees Q3 EPS 29c-31c, consensus 40c 01/27/22 Atlassian reports Q2 EPS 50c, consensus 39c 05/03/22 Skyworks sees Q3 adjusted EPS $2.36 at midpoint of revenue range 05/03/22 Skyworks reports Q2 adjusted EPS $2.63, consensus $2.63 05/03/22 Notable companies reporting after market close 02/03/22 Skyworks sees Q2 adjusted EPS midpoint $2.62, consensus $2.60 05/09/22 RingCentral raises FY22 EPS view to $1.83-$1.87, consensus $1.71 05/09/22 RingCentral reports Q1 EPS 39c, consensus 34c 05/09/22 Notable companies reporting after market close 02/22/22 RingCentral sees FY22 EPS $1.69-$1.72, consensus $1.65 06/02/22 Okta raises FY23 adjusted EPS view to ($1.14)-($1.11), consensus ($1.25) 06/02/22 Okta sees Q2 adjusted EPS (32c)-(31c), consensus (33c) 06/02/22 Okta reports Q1 adjusted EPS (27c), consensus (34c) 06/02/22 Notable companies reporting after market close 05/25/22 Nvidia sees Q2 revenue $8.1B, +/- 2%, consensus $8.45B 05/25/22 Nvidia reports Q1 EPS $1.36, consensus $1.29 05/25/22 Notable companies reporting after market close 02/16/22 Nvidia sees Q1 revenue $8.1B +/- 2%, consensus $7.29B $47.32 / -4.2799 (-8.29%)
05/05/22 Cloudflare backs FY22 adjusted EPS view 3c-4c, consensus 3c 05/05/22 Cloudflare sees Q2 adjusted EPS (1c)-0c, consensus 0c 05/05/22 Cloudflare reports Q1 adjusted EPS 1c, consensus 0c 05/05/22 Notable companies reporting after market close 05/26/22 Marvell sees Q2 adjusted EPS 56c, +/- 3c per share, consensus 55c 05/26/22 Marvell reports Q1 adjusted EPS 52c, consensus 51c 05/26/22 Notable companies reporting after market close 03/03/22 Marvell sees Q1 adjusted EPS 51c +/- 3c, consensus 50c $424.23 / -20.76 (-4.67%)
05/02/22 Monolithic Power sees Q2 revenue $420M-$440M, consensus $378.27M 05/02/22 Monolithic Power reports Q1 EPS $2.45, consensus $2.26 02/10/22 Monolithic Power sees Q1 revenue $354M-$366M, consensus $322.01M 02/10/22 Monolithic Power reports Q4 EPS $2.12, consensus $1.87 04/28/22 Intel sees FY22 adjusted EPS $3.60, consensus $3.50 04/28/22 Intel sees Q2 adjusted EPS 70c, consensus 83c 04/28/22 Intel reports Q1 adjusted EPS 87c, consensus 80c 04/28/22 Notable companies reporting after market close 05/11/22 Intapp sees FY22 non-GAAP EPS (16c)-(15c), consensus (25c) 05/11/22 Intapp sees Q4 EPS (8c)-(7c), consensus (11c) 05/11/22 Intapp reports Q3 EPS (4c), consensus (10c) 02/09/22 Intapp sees FY22 EPS (28c)-(24c), consensus (30c) 06/02/22 HashiCorp sees FY23 EPS ($1.19) - ($1.15), consensus ($1.27) 06/02/22 HashiCorp sees Q2 EPS (32c)-(30c), consensus (33c) 06/02/22 HashiCorp reports Q1 EPS (17c), consensus (29c) 03/11/22 HashiCorp sees FY23 EPS ($1.30) to ($1.26), consensus ($1.29) 05/09/22 JFrog sees Q2 adjusted EPS (4c)-(3c), consensus (1c) 05/09/22 JFrog sees FY22 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 JFrog reports Q1 adjusted EPS 0c, consensus 0c 02/10/22 JFrog sees Q1 adjusted EPS (1c)-1c, consensus (1c) 05/09/22 EverCommerce reports Q1 EPS (7c), consensus 5c 03/14/22 EverCommerce sees FY22 revenue of $619M-$625M, consensus $595.69M 03/14/22 EverCommerce sees Q1 revenue $140M- $141M, consensus $134.33M 03/14/22 EverCommerce reports Q4 EPS (2c), consensus 7c 06/01/22 Elastic sees FY23 EPS (36c) to (28c), consensus (28c) 06/01/22 Elastic sees Q4 EPS (20c) to (16c), consensus (20c) 06/01/22 Elastic reports Q4 EPS (16c), consensus (22c) 03/03/22 Elastic sees FY22 adjusted EPS (42c)-(38c), consensus (53c) 05/10/22 8x8 sees FY23 revenue $740M-$755M, consensus $786.16M 05/10/22 8x8 sees Q1 revenue $185M-$188M, consensus $187.22M 05/10/22 8x8 reports Q4 EPS 5c, consensus 0c 05/10/22 Notable companies reporting after market close $65.93 / -21.465 (-24.56%)
06/09/22 DocuSign sees FY23 revenue $2.47B-$2.482B, consensus $2.48B 06/09/22 DocuSign sees Q2 revenue $600M-$604M, consensus $601.71M 06/09/22 DocuSign reports Q1 adjusted EPS 38c, consensus 46c 06/09/22 Notable companies reporting after market close CWAN Clearwater Analytics 05/04/22 Clearwater Analytics sees FY22 revenue $303M-$305M, consensus $302.76M 05/04/22 Clearwater Analytics sees Q2 revenue $73M-$73.5M, consensus $73.77M 05/04/22 Clearwater Analytics reports Q1 adjusted EPS 5c, consensus 5c 05/31/22 Salesforce jumps 5.5% to $169.12 after Q1 earnings beat 05/31/22 Salesforce cuts FY23 revenue view to $31.7B-$31.8B, consensus $32.06B 05/31/22 Salesforce sees Q2 revenue $7.69B-$7.70B, consensus $7.77B 05/31/22 Salesforce sees FY23 EPS $4.74-$4.76, consensus $4.65 $117.85 / -10.15 (-7.93%)
05/05/22 Bill.com sees FY22 EPS (35c)-(34c), consensus (46c) 05/05/22 Bill.com sees Q4 EPS (14c)-(13c), consensus (15c) 05/05/22 Bill.com reports Q3 EPS (8c), consensus (16c) $541.19 / -14.855 (-2.67%)
05/26/22 Broadcom sees Q3 revenue $8.4B, consensus $8.01B 05/26/22 Broadcom reports Q2 adjusted EPS $9.07, consensus $8.70 03/03/22 Broadcom sees Q2 revenue $7.9B, consensus $7.43B 03/03/22 Broadcom reports Q1 adjusted EPS $8.39, consensus $8.08 06/02/22 Asana sees FY23 revenue $536M-$540M, consensus $529.86M 06/02/22 Asana sees Q2 EPS (39c)-(38c), consensus (32c) 06/02/22 Asana reports Q1 EPS (30c), consensus (36c) 03/09/22 Asana sees Q1 EPS (36c)-(35c), consensus (27c)
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05/05/22 Zillow drops 9% to $36.21 after Q2 revenue guidance misses estimates 05/05/22 Zillow Group falls over 9% to $35.27 after Q1 results, below-consensus guidance 05/05/22 Zillow Group board approves $1.0B buyback 02/10/22 Zillow Group targeting annual revenue of $5B by 2025 05/31/22 Cathie Wood's ARK Investment bought 51.2K shares of Twilio today 05/16/22 Twilio names Joyce Kim as chief marketing officer 05/12/22 Twilio, Carahsoft expand alliance for demand of digital engagement solutions 05/12/22 Sprinklr enters partnership with Twilio for contact center 05/19/22 Take-Two, Zynga stockholders approve proposals related to pending transaction 05/17/22 Take-Two CEO: We had great launches, great results in Q4 05/13/22 'LEGO Star Wars' was best-selling game in April in U.S., says NPD 05/13/22 U.S. video game spending fell 8% y/y in April, says NPD $754.39 / +29.04 (+4.00%)
06/08/22 Cathie Wood's ARK Investment bought 3.2K shares of Tesla today 06/07/22 Cathie Wood's ARK Investment bought 3K shares of Tesla today 06/06/22 Musk says waiving due diligence does not mean accepting understated bots 06/06/22 Musk accuses Twitter of 'actively resisting and thwarting' information rights 06/09/22 Target raises quarterly dividend 20% to $1.08 per share 06/07/22 e.l.f. Beauty CEO: We continue to take market share 06/07/22 Target sees Q2 operating margin 'in a range around 2%' 06/07/22 Target plunges 8% after announcing plans to reduce excess inventory 06/08/22 Scotts Miracle-Gro falls -11.4% 05/10/22 Ondas says Scotts Miracle-Gro to use American Robotics' autonomous drones 05/03/22 Scotts Miracle-Gro to reduce size of supply chain network at Hawthorne 05/03/22 Scotts Miracle-Gro announces acquisition of Cyco for $34M 06/08/22 Pacific Green, Shell enter into energy optimization agreement 05/16/22 Paulson exits Cerner, boosts Didi in Q1 05/15/22 Fly Intel: Top five weekend stock stories 05/08/22 Fly Intel: Top five weekend stock stories RIGL Rigel Pharmaceuticals 06/08/22 Rigel Pharmaceuticals announces top-line results of Phase 3 fostamatinib trial 05/24/22 Knight Therapeutics enters license, supply agreements with Rigel 03/08/22 Rigel publishes data from Phase 2 clinical study of fostamatinib in adults 12/21/21 Rigel Pharma: Kissei reports 'positive' results from Phase 3 fostamatinib trial 05/18/22 Celebrity Cruises announces first-ever NFT 05/05/22 Royal Caribbean says operating cash flow 'turning positive in April' 05/05/22 Royal Caribbean sees FY22 CapEx $3B 05/05/22 Royal Caribbean provides update on bookings OLLI Ollie's Bargain Outlet 03/23/22 Ollie's Bargain Outlet CFO says comps QTD tracking 'little ahead of guidance' 06/09/22 Annaly Capital publishes third corporate responsibility report for 2021 04/25/22 Ares Management to acquire Middle Market Lending portfolio from Annaly for $2.4B 12/14/21 Annaly Capital promotes Ilker Ertas to Chief Investment Officer $135.42 / -13.72 (-9.20%)
04/03/22 iRhythm announces results of three clinic research studies at ACC 2022 03/14/22 iRhythm announces Kevin King to retire from board of directors 02/28/22 iRhythm announces results of KP-Rhythm2 study published in journal 03/28/22 Honest Company partners with Fast 03/24/22 Honest Company drops 19% to $4.88 after Q4 results miss estimates $129.41 / -5.995 (-4.43%)
06/08/22 Five Below drops 6% to $127.72 after Q2, FY22 guidance misses estimates 03/30/22 Five Below expects to triple store count to 3,500+ by end of 2030 01/10/22 Five Below reports holiday period SSS up 7.7% 12/21/21 Five Below raises over $8M for charitable partners in 2021 04/26/22 Freeport McMoRan director buys $501K in common stock 01/26/22 Freeport McMoRan sees 30% increase in 2022 production at El Abra 01/26/22 Freeport McMoRan CEO says planning on staying part of team 01/26/22 Freeport McMoRan says built strong foundation for the future 05/31/22 Deere names Raj Kalathur as CFO 05/31/22 Allegion CEO David Petratis to retire, John Stone to succeed 05/25/22 Deere boosts quarterly dividend by 8% to $1.13 per share 05/20/22 Deere falls -11.8% 03/10/22 AGNC Investment reports estimated tangible net book value of $13.48 per share 02/10/22 AGNC Investment reports estimated tangible net book value of $14.91 per share 06/09/22 Wells Fargo Scotts Miracle-Gro price target lowered to $115 from $130 at Wells Fargo 06/09/22 Raymond James Scotts Miracle-Gro price target lowered to $110 from $125 at Raymond James 06/09/22 JPMorgan JPMorgan downgrades Scotts with higher margin products struggling 06/09/22 JPMorgan Scotts Miracle-Gro downgraded to Neutral from Overweight at JPMorgan $754.39 / +29.04 (+4.00%)
06/09/22 UBS Tesla upgraded to Buy from Neutral at UBS 06/06/22 Deutsche Bank Tesla workforce reduction 'direct warning' to industry, says Deutsche Bank 06/03/22 Cowen Cowen cuts Tesla target, sees 'challenges' to 2022 delivery goal 06/02/22 Piper Sandler Wait time for Model Y in Germany now 5.5 months, says Piper Sandler 06/09/22 JPMorgan Take-Two reinstated with Overweight from Neutral at JPMorgan 06/08/22 Wedbush Take-Two price target raised to $162 from $145 at Wedbush 05/31/22 Benchmark Marcus, Imax, WWE added to entertainment top ideas list at Benchmark 05/27/22 Barclays Take-Two should be bought now that deal is closed, says Barclays 06/09/22 Credit Suisse Freeport McMoRan upgraded to Neutral from Underperform at Credit Suisse 04/22/22 BMO Capital Freeport McMoRan price target lowered to $56 from $62 at BMO Capital 04/22/22 Deutsche Bank Freeport McMoRan price target lowered to $47 from $50 at Deutsche Bank 04/21/22 Barclays Freeport McMoRan price target raised to $29 from $28 at Barclays OLLI Ollie's Bargain Outlet 06/09/22 Citi Ollie's Bargain Outlet price target raised to $55 from $43 at Citi 06/09/22 Truist Ollie's Bargain Outlet price target raised to $40 from $38 at Truist 06/09/22 RBC Capital Ollie's upgraded to Outperform from Sector Perform at RBC Capital 06/08/22 Craig-Hallum Craig-Hallum sees Ollie's Bargain in 'great position to outperform,' ups to Buy 06/08/22 Keefe Bruyette Keefe Bruyette upgrades three mortgage REITs on widening of spreads 06/08/22 Keefe Bruyette Annaly Capital upgraded to Outperform from Market Perform at Keefe Bruyette 04/27/22 Barclays Annaly Capital price target lowered to $7 from $8 at Barclays 04/25/22 JPMorgan Annaly Capital price target lowered to $6.50 from $7.50 at JPMorgan 06/08/22 Keefe Bruyette AGNC upgraded to Outperform from Market Perform at Keefe Bruyette 05/16/22 RBC Capital AGNC Investment price target lowered to $14 from $17 at RBC Capital 05/05/22 Piper Sandler AGNC Investment upgraded to Overweight from Neutral at Piper Sandler 06/08/22 Keefe Bruyette Dynex Capital upgraded to Outperform from Market Perform at Keefe Bruyette 04/28/22 JonesTrading Dynex Capital price target lowered to $19 from $20 at JonesTrading $135.42 / -13.72 (-9.20%)
06/09/22 Citi iRhythm downgraded to Neutral from Buy at Citi 05/06/22 JPMorgan iRhythm reimbursement update 'clear positive,' says JPMorgan 05/06/22 Citi iRhythm price target raised to $180 from $175 at Citi 04/05/22 Wolfe Research iRhythm initiated with an Underperform at Wolfe Research 06/09/22 Loop Capital Loop Capital cuts Honest Company to Hold amid pressure reported in mass retail 06/09/22 Loop Capital Honest Company downgraded to Hold from Buy at Loop Capital 05/16/22 Loop Capital Honest Company price target lowered to $5 from $8 at Loop Capital 03/28/22 Citi Honest Company shares look 'awfully cheap' after selloff, says Citi 06/09/22 DA Davidson Ulta Beauty price target raised to $490 from $465 at DA Davidson 06/08/22 DA Davidson Target price target lowered to $171 from $205 at DA Davidson 06/08/22 Morgan Stanley Target price target lowered to $190 from $255 at Morgan Stanley $129.41 / -5.995 (-4.43%)
06/09/22 Craig-Hallum Five Below price target lowered to $190 from $230 at Craig-Hallum 06/09/22 Guggenheim Five Below price target lowered to $200 from $250 at Guggenheim 06/09/22 Truist Five Below price target lowered to $154 from $155 at Truist 06/09/22 Gordon Haskett Five Below downgraded to Accumulate from Buy at Gordon Haskett 06/09/22 Credit Suisse Shell initiated with an Outperform at Credit Suisse 05/11/22 Morgan Stanley Shell price target raised to 2,860 GBp from 2,570 GBp at Morgan Stanley 05/06/22 UBS Shell price target raised to 2,550 GBp from 2,450 GBp at UBS 04/19/22 JPMorgan Shell price target raised to 2,850 GBp from 2,700 GBp at JPMorgan 06/09/22 Cowen Deere initiated with a Market Perform at Cowen 05/23/22 Stifel Stifel trims Deere target to $425, calls post-earnings pullback 'overblown' 05/23/22 Oppenheimer Deere price target lowered to $419 from $446 at Oppenheimer 05/23/22 DA Davidson Deere price target lowered to $445 from $480 at DA Davidson 06/09/22 JMP Securities Zillow Group assumed with a Market Perform at JMP Securities 05/23/22 Bernstein Bernstein starts Zillow at Underperform, bearish on ability to meet FY25 goals 05/23/22 Bernstein Zillow Group initiated with an Underperform at Bernstein 05/20/22 Piper Sandler Slowing housing market a headwind for Redfin, Zillow, says Piper Sandler 06/09/22 Susquehanna Royal Caribbean initiated with a Positive at Susquehanna 06/08/22 Morgan Stanley Royal Caribbean price target lowered to $54 from $59 at Morgan Stanley 05/19/22 Truist Royal Caribbean price target lowered to $65 from $70 at Truist 05/06/22 Deutsche Bank Royal Caribbean price target lowered to $76 from $81 at Deutsche Bank RIGL Rigel Pharmaceuticals 06/09/22 BMO Capital Rigel Pharmaceuticals price target lowered to $3 from $7 at BMO Capital 06/09/22 B. Riley Rigel Pharmaceuticals price target lowered to $1.25 from $4 at B. Riley 06/09/22 Citi Rigel Pharmaceuticals downgraded to Neutral from Buy at Citi 06/08/22 Jefferies Rigel Pharmaceuticals downgraded to Hold from Buy at Jefferies 06/09/22 Scotiabank Scotiabank starts Twilio at Outperform with $215 price target 06/08/22 Scotiabank Twilio initiated with an Outperform at Scotiabank 06/02/22 Barclays Twilio downgraded to Equal Weight from Overweight at Barclays 05/23/22 Jefferies Twilio price target lowered to $130 from $175 at Jefferies 05/05/22 Zillow Group sees Q2 revenue $903M-$1.03B, consensus $1.81B 05/05/22 Zillow reports Q1 consolidated Adjusted EBITDA of $220M 05/05/22 Notable companies reporting after market close 02/10/22 Notable companies reporting after market close 05/04/22 Twilio sees Q2 EPS (23c) to (20c), consensus (13c) 05/04/22 Twilio reports Q1 EPS 0c, consensus (22c) 05/04/22 Notable companies reporting after market close 02/09/22 Twilio sees Q1 EPS (26c)-(22c), consensus (5c) 05/16/22 Take-Two sees Q1 GAAP EPS 80c-90c, consensus 90c 05/16/22 Take-Two sees FY23 GAAP EPS $1.90-$2.15, consensus $5.99 05/16/22 Take-Two sees FY23 net bookings $3.75B-$3.85B, consensus $4.01B 05/16/22 Take-Two reports Q4 GAAP EPS 95c, consensus $1.04 $754.39 / +29.04 (+4.00%)
04/20/22 Tesla reports Q1 EPS $3.22, consensus $2.26 04/20/22 Notable companies reporting after market close 01/26/22 Tesla reports Q4 non-GAAP EPS $2.54, consensus $2.26 01/26/22 Notable companies reporting after market close 06/07/22 Target sees 2022 revenue growth in low to mid-single digit range 05/18/22 Target expects about $1B of incremental freight costs this year 05/18/22 Target backs FY22 revenue view up low- to mid-single digits, consensus $109.95B 05/18/22 Target reports Q1 adjusted EPS $2.19, consensus $3.06 06/08/22 Scotts Miracle-Gro lowers FY22 adj. EPS view to $4.50-$5.00, consensus $7.01 05/03/22 Scotts Miracle-Gro: Previous adjusted EPS guidance of $8 or more 'unattainable' 05/03/22 Scotts Miracle-Gro reports Q2 adjusted EPS $5.03, consensus $4.75 03/08/22 Scotts Miracle-Gro lowers FY22 adj. EPS view to at least $8.00 from $8.50-$8.90 05/05/22 Shell reports Q1 adjusted EPS $1.20 vs. 42c last year RIGL Rigel Pharmaceuticals 05/03/22 Rigel Pharmaceuticals reports Q1 EPS (16c), consensus (14c) 03/01/22 Rigel Pharmaceuticals reports Q4 EPS (13c), consensus (13c) 01/10/22 Rigel Pharmaceuticals sees Q4 revenue $20.4M, consensus $23.39M 05/05/22 Royal Caribbean reports Q1 adjusted EPS ($4.57), consensus ($4.47) 05/04/22 Notable companies reporting before tomorrow's open 02/04/22 Royal Caribbean reports Q4 adjusted EPS ($4.78), consensus ($3.92) OLLI Ollie's Bargain Outlet 06/08/22 Ollie's Bargain Outlet sees 2022 adjusted EPS $1.83-$1.98, consensus $2.13 06/08/22 Ollie's Bargain Outlet sees Q2 adjusted EPS 32c-35c, consensus 33c 06/08/22 Ollie's Bargain Outlet reports Q1 adjusted EPS 20c, consensus 30c 06/07/22 Notable companies reporting before tomorrow's open 04/27/22 Annaly reports Q1 earnings available for distribution 28c, consensus 25c 02/09/22 Annaly Capital reports Q4 distribution EPS 28c, consensus 27c $135.42 / -13.72 (-9.20%)
05/05/22 iRhythm Sees FY22 revenue $410M-$420M, consensus $407.15M 05/05/22 iRhythm reports Q1 EPS ($1.71), consensus ($1.08) 02/23/22 iRhythm sees FY22 revenue $400M-$410M, consensus $403.93M 02/23/22 iRhythm reports Q4 EPS ($1.10), consensus ($1.17) 05/13/22 Honest Company still sees 2022 revenue growth view flat vs. 2021 05/13/22 Honest Company reports Q1 EPS (16c), consensus (15c) 03/24/22 Honest Company sees FY22 revenue flat, consensus $366.79M 03/24/22 Honest Company sees Q1 revenue down 15%, consensus $90.08M $129.41 / -5.995 (-4.43%)
06/08/22 Five Below sees FY22 EPS $4.85-$5.24 , consensus $5.47 06/08/22 Five Below sees Q2 EPS 74c-86c , consensus $1.20 06/08/22 Five Below reports Q1 EPS 59c, consensus 58c 06/08/22 Notable companies reporting after market close 04/21/22 Freeport McMoRan reports Q1 adjusted EPS $1.07, consensus 94c 01/26/22 Freeport McMoRan reports Q4 EPS 96c, consensus 92c 04/27/22 Dynex Capital reports Q1 EPS 65c, consensus 44c 02/03/22 Dynex Capital reports Q4 EPS 45c, consensus 45c 05/20/22 Deere reports Q2 EPS $6.81, consensus $6.71 05/19/22 Notable companies reporting before tomorrow's open 02/18/22 Deere reports Q1 EPS $2.92, consensus $2.26 05/02/22 AGNC Investment reports Q1 EPS ($1.29), consensus 63c 01/31/22 AGNC Investment reports Q4 EPS (10c), consensus 68c