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Unusually active option classes on open February 19th » 09:40
02/19/20
02/19
09:40
02/19/20
09:40
BHC

Bausch Health

$28.08 /

+ (+0.00%)

, BB

BlackBerry

$6.09 /

+ (+0.00%)

, ZM

Zoom Video

$96.41 /

+ (+0.00%)

, BBBY

Bed Bath & Beyond

$11.78 /

+ (+0.00%)

, FCEL

FuelCell

$2.45 /

+ (+0.00%)

, AMAT

Applied Materials

$65.15 /

+ (+0.00%)

, SPX

S&P 500

$0.00 /

+ (+0.00%)

, OXY

Occidental Petroleum

$41.57 /

+ (+0.00%)

, NUGT

Direxion Gold Miners Bull

$33.49 /

+ (+0.00%)

, GLD

SPDR Gold Shares

$150.88 /

-0.01 (-0.01%)

Unusual total active…

Unusual total active option classes on open include: Bausch Health (BHC), BlackBerry (BB), Zoom Video Communications (ZM), Bed Bath & Beyond (BBBY), FuelCell (FCEL), Applied Materials (AMAT), S&P 500 Index (.SPX), Occidental Petroleum (OXY), Direxion Daily Gold Miners Bull 3X Shares (NUGT), and SPDR Gold Trust (GLD).

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Over a week ago
Options
Zoom Video Communications call volume above normal and directionally bullish » 10:45
02/05/20
02/05
10:45
02/05/20
10:45
ZM

Zoom Video

$89.19 /

+4.05 (+4.76%)

Bullish option flow…

Bullish option flow detected in Zoom Video Communications with 12,707 calls trading, 3x expected, and implied vol increasing over 4 points to 62.63%. Feb-20 90 calls and 2/7 weekly 90 calls are the most active options, with total volume in those strikes near 2,500 contracts. The Put/Call Ratio is 0.26. Earnings are expected on March 4th.

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Options
Unusually active option classes on open February 4th » 09:40
02/04/20
02/04
09:40
02/04/20
09:40
AVYA

Avaya

$12.84 /

+ (+0.00%)

, CIEN

Ciena

$41.81 /

+ (+0.00%)

, DBX

Dropbox

$16.91 /

+ (+0.00%)

, MLCO

Melco Resorts & Entertainment

$20.22 /

+ (+0.00%)

, GILD

Gilead

$66.35 /

+ (+0.00%)

, FCX

Freeport McMoRan

$11.45 /

+ (+0.00%)

, MRO

Marathon Oil

$11.47 /

+ (+0.00%)

, BP

BP

$35.21 /

+ (+0.00%)

, ZM

Zoom Video

$87.47 /

+ (+0.00%)

Unusual total active…

Unusual total active option classes on open include: Direxion Energy Bull 3x (ERX), Avaya Holdings (AVYA), Ciena (CIEN), Dropbox (DBX), Melco Resorts (MLCO), Gilead (GILD), Freeport McMoRan (FCX), Marathon Oil (MRO), BP (BP), and Zoom Video Communications (ZM).

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Hot Stocks
Zoom Video CEO: The market for video conferencing is huge » 18:48
02/03/20
02/03
18:48
02/03/20
18:48
ZM

Zoom Video

$87.47 /

+11.07 (+14.49%)

, LOGI

Logitech

$44.97 /

+0.33 (+0.74%)

In an interview on…

In an interview on CNBC's Mad Money, Zoom Video (ZM) CEO Eric Yuan said, "More people are willing to work from home and Zoom is a reliable service for them." Yuan noted that the market for video conferencing "is huge" and expected to be $43B by 2023. He said, "We are just getting started." Yuan added that "Logitech (LOGI) is a great partner for us" and was confident that Zoom's platform is better than other services.

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Hot Stocks
Zoom Video rallies after Microsoft Teams suffers outage » 13:20
02/03/20
02/03
13:20
02/03/20
13:20
ZM

Zoom Video

$85.92 /

+9.52 (+12.46%)

, MSFT

Microsoft

$173.85 /

+3.68 (+2.16%)

, WORK

Slack Technologies

$20.69 /

-0.03 (-0.14%)

Shares of Zoom Video (ZM)…

Shares of Zoom Video (ZM) are up nearly 13% in afternoon trading after a high-profile competing service from Microsoft (MSFT) suffered a temporary outage. Microsoft confirmed that its Teams service was down earlier today, stating in a tweet later in the morning that it had determined that an authentication certificate had expired, causing users to have issues using the service. "We're developing a fix to apply a new certificate to the service which will remediate impact," the company said. Microsoft started rolling a fix out at 11:20 am ET, and by 12 pm ET the service was restored for most affected users, according to The Verge. The Microsoft outage may be behind today's jump in Zoom Video, which also may be getting a boost from investors' belief that increased travel restrictions inside and outside China due to the ongoing coronavirus outbreak could drive increased demand for online video conference calls. In early afternoon trading, Zoom Video shares have rallied $9.70, or 12.7%, to $86.00. Shares of Slack Technologies (WORK), whose main offering is often cited as the key competitor to Microsoft's Teams service, is flat near $20.71 in afternoon trading.

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Options
Zoom Video Communications call volume above normal and directionally bullish » 10:45
02/03/20
02/03
10:45
02/03/20
10:45
ZM

Zoom Video

$84.63 /

+8.23 (+10.77%)

Bullish option flow…

Bullish option flow detected in Zoom Video Communications with 18,728 calls trading, 7x expected, and implied vol increasing almost 15 points to 58.97%. Feb-20 90 calls and Feb-20 83 calls are the most active options, with total volume in those strikes near 4,200 contracts. The Put/Call Ratio is 0.17. Earnings are expected on March 11th.

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Over a month ago
Recommendations
Piper introduces long VMware, short Juniper pair trade into Q4 results » 06:13
01/15/20
01/15
06:13
01/15/20
06:13
VMW

VMware

$152.12 /

+0.115 (+0.08%)

, AKAM

Akamai

$93.93 /

-0.72 (-0.76%)

, NTNX

Nutanix

$34.99 /

-0.05 (-0.14%)

, CSCO

Cisco

$47.78 /

-0.17 (-0.35%)

, JNPR

Juniper

$24.47 /

-0.085 (-0.35%)

, NTCT

NetScout

$25.10 /

-0.09 (-0.36%)

, CVLT

Commvault

$44.84 /

-0.37 (-0.82%)

, NET

Cloudflare

$18.70 /

+0.365 (+1.99%)

, RNG

RingCentral

$185.69 /

-1.105 (-0.59%)

, ZM

Zoom Video

$73.19 /

-0.82 (-1.11%)

, ANET

Arista Networks

$213.07 /

+1.89 (+0.89%)

, LOGM

LogMeln

$86.10 /

+ (+0.00%)

Piper Sandler analyst…

Piper Sandler analyst James Fish says his Q4 Infrastructure and Communication Software channel survey of 35 partners skewed more positively towards software-led vendors over hardware infrastructure players. The channel survey would suggest earnings upside is most likely for VMware (VMW), Akamai (AKAM), and Nutanix (NTNX), with VMware, Nutanix and Cisco Systems (CSCO) having the strongest pipelines, Fish tells investors in a research note. The analyst remains most concerned about Juniper Networks (JNPR), NetScout (NTCT), and Commvault (CVLT) for a miss in Q4. Fish's top picks remain Akamai, Cloudflare (NET), and RingCentral (RNG), though the survey results make him "incrementally more positive" on VMware, Zoom Video (ZM), and Arista Networks (ANET). The survey makes him "incrementally more negative" on LogMeln (LOGM), Juniper and Commvault. Fish also introduced a pair trade idea of long VMware, short Juniper into the Q4 earnings reports given the survey's results.

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On The Fly
Opening Day: 2019 IPOs in review » 08:30
12/22/19
12/22
08:30
12/22/19
08:30
UBER

Uber

$30.48 /

+0.51 (+1.70%)

, LYFT

Lyft

$47.86 /

+1.58 (+3.41%)

, SDC

SmileDirectClub

$8.10 /

-0.45 (-5.26%)

, BBIO

BridgeBio

$41.55 /

+4.87 (+13.28%)

, WE

We Company

$0.00 /

+ (+0.00%)

, PTON

Peloton

$30.01 /

-1.97 (-6.16%)

, SGMS

Scientific Games

$27.19 /

+0.19 (+0.70%)

, SCPL

SciPlay

$12.36 /

+0.13 (+1.06%)

, DOYU

DouYu

$7.88 /

+0.16 (+2.07%)

, PGNY

Progyny

$23.54 /

-0.31 (-1.30%)

, TW

Tradeweb Markets

$46.73 /

-0.06 (-0.13%)

, TXG

10x Genomics

$73.98 /

+12.42 (+20.18%)

, ZM

Zoom Video

$66.95 /

-1.2 (-1.76%)

, LK

Luckin Coffee

$32.08 /

-0.21 (-0.65%)

2019 had some big names…

Open Full Text

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Recommendations
JPMorgan makes two downgrades, two upgrades in Software Technology » 07:53
12/12/19
12/12
07:53
12/12/19
07:53
MODN

Model N

$30.37 /

+0.14 (+0.46%)

, SNPS

Synopsys

$131.98 /

+0.46 (+0.35%)

, ADSK

Autodesk

$179.87 /

+1.365 (+0.76%)

, ANSS

Ansys

$251.85 /

-0.68 (-0.27%)

, RNG

RingCentral

$162.25 /

-3.33 (-2.01%)

, AVLR

Avalara

$72.05 /

+0.045 (+0.06%)

, ZM

Zoom Video

$63.51 /

-1.04 (-1.61%)

, AKAM

Akamai

$83.85 /

-0.18 (-0.21%)

, FEYE

FireEye

$16.24 /

+0.045 (+0.28%)

JPMorgan analyst Jackson…

JPMorgan analyst Jackson Ader upgraded both Model N (MODN) and Synopsys (SNPS) to Overweight from Neutral while downgrading both Autodesk (ADSK) and Ansys (ANSS) to Underweight from Neutral. The major catalyst for both the economy and the Software sector will be the outcome on China trade negotiations, analysts Sterling Auty and Ader tells investors in a research note. Their approach for 2020 is a "balanced attack on secular high-growth and more valuation-attractive names." Ader cites valuation and macro uncertainty for his two downgrades. Their top picks for 2020: RingCentral (RNG), Avalara (AVLR), Zoom Video (ZM), Akamai (AKAM), and FireEye (FEYE).

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Initiation
Fly Intel: Top five analyst initiations » 10:19
12/10/19
12/10
10:19
12/10/19
10:19
QSR

Restaurant Brands

$66.80 /

+0.8 (+1.21%)

, MCD

McDonald's

$194.64 /

-0.07 (-0.04%)

, SBUX

Starbucks

$87.36 /

+1.08 (+1.25%)

, WEN

Wendy's

$21.59 /

-0.13 (-0.60%)

, CMG

Chipotle

$822.75 /

-4.81 (-0.58%)

, DNKN

Dunkin' Brands

$76.03 /

-0.2 (-0.26%)

, EAT

Brinker

$41.77 /

-0.92 (-2.16%)

, DPZ

Domino's Pizza

$286.82 /

+0.23 (+0.08%)

, YUM

Yum! Brands

$98.95 /

-0.04 (-0.04%)

, TXRH

Texas Roadhouse

$55.93 /

-0.22 (-0.39%)

, ARAV

Aravive

$12.19 /

+0.89 (+7.88%)

, BORR

Borr Drilling

$6.80 /

+0.2 (+3.03%)

, AAXN

Axon

$72.49 /

+0.22 (+0.30%)

, ZM

Zoom Video

$64.98 /

-0.94 (-1.43%)

Catch up on today's…

Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Restaurant Brands (QSR), Domino's Pizza (DPZ), McDonald's (MCD), and Starbucks (SBUX) were initiated with Outperform ratings at RBC Capital, while Wendy's (WEN), Chipotle (CMG), Dunkin' Brands (DNKN), Brinker (EAT), Yum! Brands (YUM), and Texas Roadhouse (TXRH) were initiated with Sector Perform ratings. 2. Aravive (ARAV) initiated with an Overweight at Cantor Fitzgerald. 3. Borr Drilling (BORR) initiated with a Buy at Goldman Sachs. 4. Axon (AAXN) initiated with an Outperform at JMP Securities. 5. Zoom Video (ZM) initiated with a Neutral at Piper Jaffray. This list is just a portion of The Fly's analyst coverage. To see The Fly's full Street Research coverage, click here.

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