On The Fly
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Check out this evening's… ShowHide Related Items >><< - 12/01/21
- Zuora CEO says Q3 was highest upsell quarter in history
- 08/26/21
- Zuora rises 10.3%
- 12/01/21
- WeWork to restate financials as of 2020 year-end
- 10/29/21
- Cushman & Wakefield announces $150M investment in WeWork
- 10/28/21
- WeWork partners with stockperks to offer shareholders flexible office space perk
- 10/20/21
- WeWork, BowX Acquisition announce closing of business combination
- $272.00 /
-10.74 (-3.80%) - 12/01/21
- Veeva falls 5% to $258.49 per share after Q3 results, below-consensus FY23 guide
- 09/29/21
- Veeva partners with LEO Pharma for paperless digital trials
- 09/01/21
- Veeva drops 9% to $303.01 after Q2 results, FY22 guidance
- 08/03/21
- Veeva acquires Learnaboutgmp, terms not disclosed
- 12/01/21
- Splunk sees FY23 cloud ARR 'at least $2B'
- 11/15/21
- Cathie Wood's ARK Investment bought 119.7K shares of Splunk on Monday
- 11/15/21
- Splunk reports preliminary Q3 revenue $660M, consensus $646.38M
- 11/15/21
- Splunk CEO Doug Merritt steps down, Graham Smith appointed interim CEO
- 12/01/21
- Synopsys co-CEO says entering FY22 with 'significant customer momentum'
- 12/01/21
- Synopsys announces planned retirement of CFO Trac Pham
- 11/01/21
- Synopsys acquires Concertio, terms undisclosed
- 10/20/21
- Synopsys' design platforms achieve certification for TSMC N3 processes
- $310.99 /
-29.01 (-8.53%) - 12/01/21
- Snowflake jumps nearly 13% to $350 after Q3 results
- 12/01/21
- Snowflake sees Q4 product revenue up 94%-96% y/y at $345M-$350M
- 12/01/21
- Snowflake reports Q3 net revenue retention rate of 173%
- 11/22/21
- Intel, Snowflake collaborating to 'benefit mutual customers'
- 11/15/21
- Lone Pine boosts Twitter stake, reduces Meta Platforms stake
- 10/21/21
- PVH Corp. chairman Manny Chirico to retire from board
- 09/01/21
- PVH Corp. rises 14.5%
- 09/01/21
- PVH Corp. rises 13.3%
- $197.91 /
-17.01 (-7.91%) - 11/02/21
- BlackBerry, Okta announce technology integration
- 09/17/21
- Blackstone appoints Frederic Kerrest as senior advisor
- 08/02/21
- Okta names Sagnik Nandy as president of Technology and CTO
- 12/01/21
- Five Below jumps 9.6% to $207.40 after Q3 earnings beat, resumed FY21 guidance
- 10/26/21
- Five Below raises $1.5M for St. Jude Children's Research Hospital
- 06/24/21
- Five Below expands partnership with Instacart nationally
- 06/03/21
- Five Below jumps 7% to $190 after reporting Q1 results, guidance top estimates
- $138.88 /
-16.505 (-10.62%) - 10/14/21
- Elastic to acquire Optimyze, terms not disclosed
- 10/12/21
- Elastic announces expanded integrations with Google Cloud
- 08/25/21
- Elastic jumps 5% to $165.75 after Q1 earnings beat
- 08/25/21
- Elastic reports Q1 Cloud revenue up 89%, billings up 27%
- 12/01/21
- Culp, Inc. withdraws FY22 guidance
- 08/16/21
- Culp, Inc. confirms Haiti operations are secure following recent earthquake
- 06/16/21
- Culp sees near-term headwinds temporarily pressuring business in FY22
- $201.00 /
-15.92 (-7.34%) - 11/01/21
- Crowdstrike to acquire SecureCircle, terms not disclosed
- 10/12/21
- Crowdstrike announces CrowdXDR Alliance with partners including Google Cloud
- 10/05/21
- Crowdstrike, UiPath team 'on new level of security protection'
- 08/31/21
- Crowdstrike sees Q3 net new ARR seasonality to be 'less pronounced'
- 11/15/21
- C3.ai rises 7.4%
- 09/27/21
- C3.ai director House sells 46,000 class A shares
- 09/13/21
- C3.ai awarded Missile Defense Agency production OT agreement
- 09/02/21
- C3.ai falls -8.8%
- $310.99 /
-29.01 (-8.53%) - 11/29/21 BTIG
- Snowflake price target raised to $421 from $353 at BTIG
- 11/19/21
- Fly Intel: Top five analyst downgrades
- 11/19/21 Rosenblatt
- Snowflake downgraded to Neutral on valuation at Rosenblatt
- 11/19/21 Rosenblatt
- Snowflake downgraded to Neutral from Buy at Rosenblatt
- 10/07/21
- Fly Intel: Top five analyst upgrades
- 10/07/21 Morgan Stanley
- Morgan Stanley upgrades Five Below to Overweight on 'overblown' concerns
- 10/07/21 Morgan Stanley
- Five Below upgraded to Overweight from Equal Weight at Morgan Stanley
- 09/02/21 Jefferies
- Jefferies says 'buy the dip' in Five Below after 'solid' Q2 results
- 11/16/21 Jefferies
- Zuora price target raised to $23 from $19 at Jefferies
- 10/26/21 Canaccord
- Zuora price target raised to $27 from $23 at Canaccord
- 10/11/21 Needham
- Zuora upgraded to Buy from Hold at Needham
- 10/11/21 Needham
- Zuora upgraded to Buy from Hold at Needham
- $201.00 /
-15.92 (-7.34%) - 11/24/21 Deutsche Bank
- Crowdstrike price target lowered to $300 from $320 at Deutsche Bank
- 11/18/21
- Fly Intel: Top five analyst initiations
- 11/18/21 DA Davidson
- Crowdstrike initiated with a Buy at DA Davidson
- 11/15/21
- Fly Intel: Top five analyst initiations
- $197.91 /
-17.01 (-7.91%) - 11/18/21 DA Davidson
- Okta initiated with a Buy at DA Davidson
- 11/15/21 Mizuho
- Okta price target raised to $305 from $290 at Mizuho
- 10/14/21 Piper Sandler
- Piper Sandler 'encouraged' by Okta's 'meaningful opportunity ahead'
- 09/28/21
- Fly Intel: Top five analyst upgrades
- 09/03/21 Deutsche Bank
- C3.ai price target lowered to $50 from $63 at Deutsche Bank
- 09/02/21 Wedbush
- C3.ai price target lowered to $70 from $100 at Wedbush
- 09/02/21 JMP Securities
- C3.ai price target lowered to $96 from $167 at JMP Securities
- 09/02/21 Piper Sandler
- C3.ai price target lowered to $78 from $98 at Piper Sandler
- 11/29/21 Credit Suisse
- Synopsys price target raised to $360 from $300 at Credit Suisse
- 11/23/21 Wells Fargo
- Synopsys price target raised to $400 from $340 at Wells Fargo
- 10/20/21 Needham
- Synopsys initiated with a Buy at Needham on expected EDA industry growth
- 10/19/21 Needham
- Synopsys initiated with a Buy at Needham
- 11/17/21 Argus
- Argus 'surprised' by Splunk's 'abrupt' CEO dismissal
- 11/16/21 Mizuho
- Splunk price target lowered to $165 from $175 at Mizuho
- 11/16/21 Credit Suisse
- Splunk initiated with an Outperform at Credit Suisse
- 11/16/21 Deutsche Bank
- Splunk price target lowered to $155 from $180 at Deutsche Bank
- $138.88 /
-16.505 (-10.62%) - 11/19/21 SMBC Nikko
- Elastic downgraded to Neutral from Outperform at SMBC Nikko
- 09/17/21 Barclays
- Elastic price target raised to $200 from $185 at Barclays
- 08/26/21 Oppenheimer
- Elastic price target raised to $185 from $170 at Oppenheimer
- 08/26/21 Monness Crespi
- Elastic price target raised to $230 from $212 at Monness Crespi
- 11/29/21 B. Riley
- Semtech price target raised to $105 from $97 at B. Riley
- 11/22/21 Oppenheimer
- Semtech price target raised to $100 from $85 at Oppenheimer
- 09/02/21 Oppenheimer
- Semtech price target raised to $85 from $80 at Oppenheimer
- 09/02/21 B. Riley
- Semtech price target raised to $97 from $95 at B. Riley
- $272.00 /
-10.74 (-3.80%) - 10/01/21 Stifel
- Veeva assumed with a Buy at Stifel
- 09/03/21 SVB Leerink
- Veeva price target raised to $296 from $294 at SVB Leerink
- 09/02/21 UBS
- Veeva price target raised to $320 from $270 at UBS
- 09/02/21 Baird
- Veeva price target raised to $349 from $340 at Baird
- 10/04/21 Wedbush
- Wedbush sees several key tailwinds for footwear and apparel sector
- 10/04/21 Wedbush
- PVH Corp. initiated with an Outperform at Wedbush
- 10/01/21
- Fly Intel: Top five analyst upgrades
- 10/01/21 Barclays
- PVH Corp. upgraded to Equal Weight from Underweight at Barclays
- 12/01/21
- Zuora sees FY23 revenue $401M-$405M, consensus $391.5M
- 12/01/21
- Zuora sees Q4 EPS (3c) to (2c), consensus (2c)
- 12/01/21
- Zuora reports Q3 EPS (2c), consensus (3c)
- 08/25/21
- Zuora sees FY22 EPS (13c) to (11c), consensus (9c)
- $272.00 /
-10.74 (-3.80%) - 12/01/21
- Veeva sees FY23 revenue $2.15B-$2.17B, consensus $2.18B
- 12/01/21
- Veeva sees FY22 EPS $3.69, consensus $3.55
- 12/01/21
- Veeva sees Q4 EPS 88c, consensus 86c
- 12/01/21
- Veeva reports Q3 EPS 97c, consensus 88c
- 12/01/21
- Splunk sees FY22 revenue $2.51B-$2.56B, consensus $2.58B
- 12/01/21
- Splunk sees Q4 revenue $740M-$790M, consensus $834.1M.
- 12/01/21
- Splunk reports Q3 EPS (37c), consensus (50c)
- 12/01/21
- Synopsys sees FY22 adjusted EPS $7.73-$7.80, consensus $7.65
- 12/01/21
- Synopsys sees Q1 adjusted EPS $2.35-$2.40, consensus $1.76
- 12/01/21
- Synopsys reports Q4 adjusted EPS $1.82, consensus $1.78
- $310.99 /
-29.01 (-8.53%) - 12/01/21
- Snowflake reports Q3 EPS (51c), consensus (6c)
- 12/01/21
- Notable companies reporting after market close
- 08/25/21
- Snowflake reports Q2 EPS (64c), consensus (15c)
- 08/25/21
- Notable companies reporting after market close
- 12/01/21
- Semtech sees Q4 non-GAAP EPS 65c-73c, consensus 66c
- 12/01/21
- Semtech reports Q3 non-GAAP EPS 74c, consensus 72c
- 09/01/21
- Semtech sees Q3 adjusted EPS 68c-76c, consensus 67c
- 09/01/21
- Semtech reports Q2 adjusted EPS 65c, consensus 62c
- 12/01/21
- PVH raises FY21 EPS view to roughly $9.25 from $8.50, consensus $8.71
- 12/01/21
- PVH Corp. sees Q4 adjusted EPS $1.94, consensus $1.97
- 12/01/21
- PVH Corp. reports Q3 adjusted EPS $2.67, consensus $2.07
- $197.91 /
-17.01 (-7.91%) - 12/01/21
- Okta raises FY22 adjusted EPS view to (53c)-(52c) from (77c)-(74c)
- 12/01/21
- Okta sees Q4 adjusted EPS (25c)-(24c), consensus (28c)
- 12/01/21
- Okta reports Q3 adjusted EPS (7c), consensus (24c)
- 12/01/21
- Five Below sees FY21 EPS $4.82-$4.94, consensus $4.82
- 12/01/21
- Five Below sees Q4 EPS $2.36-$2.48, consensus $2.49
- 12/01/21
- Five Below reports Q3 EPS 43c, consensus 29c
- $138.88 /
-16.505 (-10.62%) - 12/01/21
- Elastic raises FY22 EPS view to (61c)-(51c) from (67c)-(57c), consensus (60c)
- 12/01/21
- Elastic sees Q3 adjusted EPS (24c)-(20c), consensus (22c)
- 12/01/21
- Elastic reports Q2 adjusted EPS (9c), consensus (16c)
- 12/01/21
- Culp, Inc. reports Q2 EPS 7c, consensus 8c
- 09/01/21
- Culp sees Q2 revenue comparable to Q1, two estimates $81.6M
- 09/01/21
- Culp reports Q1 adjusted EPS 8c, two estimates 12c
- 06/16/21
- Culp reports Q4 adjusted EPS 11c, two estimates 8c
- $201.00 /
-15.92 (-7.34%) - 12/01/21
- Crowdstrike raises FY22 adjusted EPS view to 57c-59c from 43c-49c
- 12/01/21
- Crowdstrike sees Q4 adjusted EPS 19c-21c, consensus 16c
- 12/01/21
- CrowdStrike reports Q3 adjusted EPS 17c, consensus 10c
- 12/01/21
- C3.ai sees FY22 revenue $248M-$251M, consensus 246.0M
- 12/01/21
- C3.ai sees Q3 revenue $66M-$68M, consensus $65.64M
- 12/01/21
- C3.ai reports Q2 EPS (23c), consensus (28c)
- 09/01/21
- C3.ai sees FY22 revenue $243M-$247M, consensus $245.4M
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Hot Stocks
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In a filing, the company… In a filing, the company states: "In connection with the preparation of the financial statements as of September 30, 2021, WeWork Inc. reevaluated its application of Accounting Standards Codification 480-10-S99, Distinguishing Liabilities from Equity, to its accounting classification of the Class A common stock subject to possible redemption issued as part of the units sold in the initial public offering by the Company's predecessor, BowX Acquisition Corp. The Company had previously classified a portion of the Public Shares in permanent equity. Upon further evaluation, the Company determined that the Public Shares include certain redemption features not solely within the Company's control that, under ASC 480-10-S99, require such shares to be classified as temporary equity in their entirety. Therefore, on November 29, 2021, after consultation with WithumSmith+Brown, PC, BowX's independent registered public accounting firm prior to the business combination, the Company's management and audit committee of the board of directors concluded that the previously issued (i) audited balance sheet as of August 7, 2020 included in BowX's Annual Report on Form 10-K/A filed with the U.S. Securities and Exchange Commissionon May 12, 2021, (ii) audited financial statements as of and for the periods ended December 31, 2020 included in the 2020 Form 10-K/A, (iii) unaudited interim financial statements included in BowX's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2021, filed with the SEC on May 24, 2021, (iv) unaudited interim financial statements included in BowX's Quarterly Report on Form 10-Q for the quarterly period ended June 30, 2021, filed with the SEC on August 11, 2021 and (v) unaudited interim financial statements included in the Company's Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2021, filed with the SEC on November 15, 2021 should be restated to report all Public Shares as temporary equity. Considering such restatement, the financial statements for the Affected Periods, as well as the relevant portions of any communication which describes or are based on such financial statements, should no longer be relied upon. The Company plans to restate the financial statements as of December 31, 2020 in an amendment to the 2020 Form 10-K/A and the unaudited interim financial statements as of March 31, 2021, June 30, 2021, and September 30, 2021 in an amendment to the Q3 Form 10-Q, both to be filed with the SEC." ShowHide Related Items >><< - 10/29/21
- Cushman & Wakefield announces $150M investment in WeWork
- 10/28/21
- WeWork partners with stockperks to offer shareholders flexible office space perk
- 10/20/21
- WeWork, BowX Acquisition announce closing of business combination
- 10/19/21
- BowX Acquisition stockholders approve combination with WeWork
- 10/24/21
- Week in SPAC News: Digital World soars after Trump Media deal
- 12/01/21
- Unusual call flow in option market yesterday
- 11/30/21
- WeWork call buyer positions for New Years Eve upside
- 10/22/21
- Unusually active option classes on open October 22nd
- 10/22/21
- Unusual call flow in option market yesterday
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Options
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Notable call activity was… Notable call activity was cited Tuesday in Apple (AAPL), Roblox (RBLX), Bank of America (BAC), AT&T (T), Live Nation (LYV), WeWork (WE), and Juniper Networks (JNPR). ShowHide Related Items >><< - 10/29/21
- Cushman & Wakefield announces $150M investment in WeWork
- 10/28/21
- WeWork partners with stockperks to offer shareholders flexible office space perk
- 10/20/21
- WeWork, BowX Acquisition announce closing of business combination
- 10/19/21
- BowX Acquisition stockholders approve combination with WeWork
- 11/30/21
- AT&T CEO sees postpaid phone ARPU stabilizing in 2022
- 11/30/21
- AT&T Communications' CEO sees no downward pressure on ARPU
- 11/30/21
- AT&T Communications' CEO expects activity level for postpaid to subside in 2022
- 11/17/21
- AT&T sees 40%-43% annual dividend payout ratio post WarnerMedia transaction
- $126.16 /
-3.175 (-2.45%) - 11/18/21
- Nike announces opening of 'Nikeland' on Roblox platform
- 11/18/21
- Roblox partners with Nike to launch 'Nikeland'
- 11/16/21
- Users reporting issues with Roblox, says Downdetector
- 11/15/21
- Roblox announces 'next big step for Roblox Education'
- $106.66 /
-1.365 (-1.26%) - 11/08/21
- Live Nation 'heartbroken' after Astroworld tragedy that left 8 dead
- 11/08/21
- Live Nation falls -5.7%
- 11/05/21
- Live Nation rises 15.9%
- 09/13/21
- Live Nation resumes acquisition of OCESA
- 10/26/21
- Intel, Juniper, Rakuten Symphony collaborate to develop Symware
- 08/04/21
- Juniper joins SoftBank 5G consortium
- 07/12/21
- Juniper names Manoj Leelanivas COO
- 11/15/21
- Berkhire Hathaway buys Royalty Pharma, exits Merck in Q3
- 10/20/21
- Bank of America sets dividend for Q4, renews $25B repurchase plan
- 10/14/21
- Bank of America sees Q4 tax rate 10%-12%
- 10/14/21
- Bank of America CFO: Sensitivity to rising rates remains 'significant'
- 12/01/21
- Tesla CEO unveils $50 Cyberwhistle inspired by Cybertruck
- 11/23/21
- Apple files lawsuit against NSO Group over surveillance, targeting users
- 11/18/21
- Apple up nearly 3% to $157.57 after Bloomberg report on self-driving car plans
- 11/17/21
- Apple, Google questioned by ICO over app age ratings
- 12/01/21 UBS
- Apple wait times showing 'modest' easing, says UBS
- 11/26/21 Wedbush
- Wedbush sees Apple on pace to sell over 10M iPhones over Black Friday weekend
- 11/26/21
- Apple to launch AR headset in 2022, TFI Asset's Kuo predicts
- 11/24/21 UBS
- Apple demand remains strong, supply constraints improving, says UBS
- $126.16 /
-3.175 (-2.45%) - 11/18/21 Atlantic Equities
- Roblox price target raised to $125 from $110 at Atlantic Equities
- 11/18/21 Stifel
- Roblox price target raised to $134 from $121 at Stifel
- 11/17/21 Morgan Stanley
- Roblox price target raised to $150 from $88 at Morgan Stanley
- 11/17/21 Morgan Stanley
- Morgan Stanley says Roblox analyst day highlighted early leadership in metaverse
- 11/23/21 Piper Sandler
- Bank of America revaluation 'has room to continue,' says Piper Sandler
- 11/01/21 Baird
- Baird downgrades Bank of America to sell on 'unattractive' risk/reward
- 11/01/21 Baird
- Bank of America downgraded to Underperform from Neutral at Baird
- 10/25/21 Wells Fargo
- Bank of America price target raised to $60 from $55 at Wells Fargo
- 11/11/21 Lake Street
- Smith Micro target raised to $9 at Lake Street after 'major' T-Mobile milestone
- 10/19/21 Citi
- AT&T price target lowered to $30 from $32 at Citi
- 10/14/21
- Fly Intel: Top five analyst upgrades
- 10/14/21 KeyBanc
- AT&T upgraded to Sector Weight from Underweight at KeyBanc
- $106.66 /
-1.365 (-1.26%) - 11/05/21 Jefferies
- Live Nation price target raised to $125 from $103 at Jefferies
- 11/02/21 Cowen
- Live Nation price target raised to $120 from $100 at Cowen
- 11/02/21 Cowen
- Live Nation price target raised to $120 from $100 at Cowen
- 11/01/21 JPMorgan
- Live Nation price target raised to $109 from $92 at JPMorgan
- 11/18/21 Needham
- Juniper price target raised to $38 from $30 at Needham
- 08/19/21 Wells Fargo
- Juniper price target raised to $30 from $25 at Wells Fargo
- 07/28/21 MKM Partners
- Juniper upgraded to Buy at MKM Partners on more durable demand outlook
- 07/28/21 MKM Partners
- Juniper upgraded to Buy from Neutral at MKM Partners
- 11/03/21
- Discovery reports Q3 EPS 24c, consensus 41c
- 10/21/21
- AT&T sees FY21 adjusted EPS at high end of low- to mid-single digit growth
- 10/21/21
- AT&T reports Q3 adjusted EPS 87c, consensus 78c
- 10/20/21
- Notable companies reporting before tomorrow's open
- $126.16 /
-3.175 (-2.45%) - 11/08/21
- Roblox reports Q3 EPS (13c), consensus (14c)
- 11/08/21
- Notable companies reporting after market close
- 08/16/21
- Roblox reports Q2 EPS (25c), consensus 23c
- 08/16/21
- Notable companies reporting after market close
- $106.66 /
-1.365 (-1.26%) - 11/04/21
- Live Nation reports Q3 EPS 19c, consensus (5c)
- 11/04/21
- Notable companies reporting after market close
- 08/03/21
- Live Nation reports Q2 EPS (90c), consensus ($1.20)
- 08/03/21
- Notable companies reporting after market close
- 10/26/21
- Juniper sees Q4 EPS 48c-58c, consensus 53c
- 10/26/21
- Juniper reports preliminary Q3 EPS 46c, consensus 46c
- 10/26/21
- Notable companies reporting after market close
- 07/27/21
- Juniper sees Q3 EPS 41c-51c, consensus 46c
- 10/14/21
- Bank of America reports Q3 EPS 85c, consensus 71c
- 10/13/21
- Notable companies reporting before tomorrow's open
- 10/13/21
- Fly Intel: What to watch in next round of big bank earnings reports
- 10/28/21
- Apple reports Q4 EPS $1.24, consensus $1.24
- 10/28/21
- Notable companies reporting after market close
- 07/30/21
- Musk sides with Epic, says Apple fees 'de facto global tax' on internet
- 07/27/21
- Apple reports Q3 EPS $1.30, consensus $1.00
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Options
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WeWork call buyer… WeWork call buyer positions for New Years Eve upside. Shares $8.99 this morning with calls leading puts 29:1 and 12/31 10 strike calls dominating the flow after a customer paid 70 to 75c for 10k contracts to open a new position with a breakeven price for shares nearly 20% above current levels. WeWork became listed via SPAC in October, with options listed on Oct 21st, two days before shares topped out above $13. ShowHide Related Items >><< - 10/29/21
- Cushman & Wakefield announces $150M investment in WeWork
- 10/28/21
- WeWork partners with stockperks to offer shareholders flexible office space perk
- 10/20/21
- WeWork, BowX Acquisition announce closing of business combination
- 10/19/21
- BowX Acquisition stockholders approve combination with WeWork
- 10/24/21
- Week in SPAC News: Digital World soars after Trump Media deal
- 10/22/21
- Unusually active option classes on open October 22nd
- 10/22/21
- Unusual call flow in option market yesterday
- 10/21/21
- Three new option listings and two option delistings on October 21st
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