2020-12-07 16:06:16 COUP Coupa Software
12/07/20 12/0716:06 12/07/2016:06 | Coupa Software raises FY21 adjusted EPS view to 47c-49c from 43c-45cFY21 consensu 45c. Raises FY21 revenue view to $523M-$524M from $496.5M-$498.5M, consensus $500.5M. |
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General news
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Initiation
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Pioneer Natural reinstated with a Buy at Goldman Sachs »
21:21 01/19/21 01/1921:21 01/19/2121:21
PXD
Pioneer Natural
Goldman Sachs analyst… Goldman Sachs analyst Brian Singer reinstated coverage of Pioneer Natural Resources with a Buy rating and $166 price target following the closing of the Parsley Energy acquisition. The analyst has a favorable view on Pioneer's assets, saying they have the supply cost lowest among shale producers. The company's "deep" inventory can support 5% growth for more than a decade, Singer tells investors in a research note. ShowHide Related Items >><<
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Initiation
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Polaris initiated with an Overweight at Morgan Stanley »
20:54 01/19/21 01/1920:54 01/19/2120:54
PII
Polaris
Morgan Stanley initiated… Morgan Stanley initiated coverage of Polaris with an Overweight rating and $140 price target. ShowHide Related Items >><<
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Syndicate
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Document Security 6.67M share Spot Secondary priced at $3.60 »
20:40 01/19/21 01/1920:40 01/19/2120:40
DSS
Document Security
The deal priced below the… The deal priced below the last closing price of $5.50. Aegis is acting as sole book running manager for the offering. ShowHide Related Items >><<
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Earnings
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Notable companies reporting before tomorrow's open »
20:25 01/19/21 01/1920:25 01/19/2120:25
PG
Procter & Gamble
UnitedHealth
Morgan Stanley
U.S. Bancorp
BNY Mellon
Fastenal
Citizens Financial
Notable companies… Notable companies reporting before tomorrow's open, with earnings consensus, include Procter & Gamble (PG), consensus $1.51... UnitedHealth (UNH), consensus $2.41... Morgan Stanley (MS), consensus $1.27... U.S. Bancorp (USB), consensus 95c... Bank of New York Mellon (BK), consensus 91c... Fastenal (FAST), consensus 33c... Citizens Financial (CFG), consensus 91c. ShowHide Related Items >><<
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Hot Stocks
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Chewy CEO sells 127.8K shares of common stock »
19:44 01/19/21 01/1919:44 01/19/2119:44
CHWY
Chewy
In a regulatory filing,… In a regulatory filing, Chewy disclosed that its CEO Sumit Singh sold 127.8K shares of common stock on January 15th in a total transaction size of $14.06M, reducing his stake by about 6%. ShowHide Related Items >><<
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Hot Stocks
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Peloton CEO sells 100K shares of common stock »
19:43 01/19/21 01/1919:43 01/19/2119:43
PTON
Peloton
In a regulatory filing,… In a regulatory filing, Peloton disclosed that its CEO Jphn Paul Foley sold 100K shares of common stock on January 15th in a total transaction size of $16.0M, reducing his stake by about 25%. ShowHide Related Items >><<
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Hot Stocks
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Guardant Health CEO sells 150K shares of common stock »
19:41 01/19/21 01/1919:41 01/19/2119:41
GH
Guardant Health
In a regulatory filing,… In a regulatory filing, Guardant Health disclosed that its CEO Helmy Eltoukhy sold 150K shares of common stock on January 15th in a total transaction size of $23.8M, reducing his stake by about 4%. ShowHide Related Items >><<
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Earnings
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F.N.B. reports Q4 EPS 28c, consensus 24c »
19:09 01/19/21 01/1919:09 01/19/2119:09
FNB
F.N.B.
Reports Q4 net interest… Reports Q4 net interest margin up 8bps to 2.87%. Reports Q4 Pre-provision net revenue $103.4M vs. $123.1M last year. Reports Q4: growth in total average loans was $2.4B, or 10.4%; total average deposits grew $4.1B, or 16.6%, primarily due to an increase in average non-interest-bearing deposits of $2.6B; net interest income increased $8.0M. ShowHide Related Items >><<
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Hot Stocks
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Colfax unit DJO acquires Trilliant SUrgical »
19:06 01/19/21 01/1919:06 01/19/2119:06
CFX
Colfax
DJO, LLC, a subsidiary of… DJO, LLC, a subsidiary of Colfax Corporation announced the acquisition of Trilliant Surgical, a national provider of foot and ankle orthopedic implants. The acquisition of Trilliant Surgical's "leading product technologies and clinical efficacy supports DJO's focused expansion into the adjacent high-growth $1B US foot and ankle market." ShowHide Related Items >><<
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Hot Stocks
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Q BioMed granted Orphan Drug Designation for uttroside B »
18:50 01/19/21 01/1918:50 01/19/2118:50
QBIO
Q BioMed
Q BioMed announced that… Q BioMed announced that the U.S. Food and Drug Administration has granted Orphan Drug Designation for uttroside B for the treatment of hepatocellular carcinoma. Reference Link ShowHide Related Items >><<
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Hot Stocks
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Logitech CEO: We're going to be right in the center of how people work »
18:45 01/19/21 01/1918:45 01/19/2118:45
LOGI
Logitech
In an interview on… In an interview on CNBC's Mad Money, Bracken Darrell said digital content creation is the future and Logitech enables it. "We're right in the middle of many of our categories," he added. Logitech has always been an engineering-driven company and it's adding design to that, Darrell said. ShowHide Related Items >><<
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Hot Stocks
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Nidec files patent infringement suit against Seagate »
18:32 01/19/21 01/1918:32 01/19/2118:32
NJDCY
Nidec
Seagate
Nidec (NJDCY) filed a… Nidec (NJDCY) filed a patent infringement lawsuit against Seagate (STX) and its affiliates on January 18, 2021 in the United States District Court for the District of Delaware, alleging that certain of Seagate products infringe Nidec-owned U.S. patents related to hard disk drive inventions. Nidec has expanded its HDD-business all over the world, and views its intellectual property as a significantly valuable corporate asset. Nidec will continue to strictly and properly pursue the protection of its intellectual property rights whenever infringement is identified. ShowHide Related Items >><<
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Earnings
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Azek sees Q1 adjusted EBITDA $46.2M-$51.1M vs. $33.8M last year »
18:18 01/19/21 01/1918:18 01/19/2118:18
AZEK
Azek
Sees Q1 net income… Sees Q1 net income $8.9M-$11.5M, compared to a loss of $9.8M in the same period last year. The company added, "This increase in net income was primarily due to higher sales in our Residential segment, improved gross margins and lower interest expense, partially offset by higher selling, general and administrative expenses." ShowHide Related Items >><<
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Hot Stocks
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Netflix says 'super proud' of free cash flow »
18:15 01/19/21 01/1918:15 01/19/2118:15
NFLX
Netflix
Says will remain… Says will remain "disciplined steward" of capital, but will continue to invest aggressively in growth opportunities. Says customer retention has improved from last year. Says members are willing to pay more for great stories, which gets us "fired up" about increasing rates. Says feel good about the competitive dynamic relative to Disney (DIS) given the higher ARPU. Comments taken from Q4 earnings conference call. ShowHide Related Items >><<
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Earnings
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Azek sees Q1 revenue $209.1M-$213.4M, consensus $201.6M »
18:10 01/19/21 01/1918:10 01/19/2118:10
AZEK
Azek
Q1 revenue outlook… Q1 revenue outlook compares with $166.0M last year, representing an increase of 26%-29%, respectively. The company said, "The increase in our consolidated net sales reflects estimated net sales from our Residential segment of between $182.9M-$186.6M for the three months ended December 31, as compared to $135.7M for the Q1 of FY19, with such increase primarily due to higher organic net sales related to our decking, railing, accessories and exteriors product categories as well as favorable operational execution whereby the first phase of our capacity expansion plan came online faster than planned during the quarter. Demand trends remained strong across our Residential segment channel partners during the quarter. The increase in our net sales also reflects estimated net sales from our Commercial segment of between $26.2-$26.8M, as compared to $30.4M for the three months ended December 31, 2019, with such decrease primarily due to declining sales in our Scranton Products and Vycom businesses as the effects of COVID-19 continue to impact certain end markets." ShowHide Related Items >><<
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Hot Stocks
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Netflix says not necessarily through the 'pull forward' of 2020 »
18:08 01/19/21 01/1918:08 01/19/2118:08
NFLX
Netflix
Says there is "so… Says there is "so much uncertainty right now - more uncertain than we have ever seen". Says still seeing strong underlying growth metrics. Says there is too much uncertainty in the business to provide a full-year guide, but feel "very good" about long-term trajectory. Says viewing trends are similar around the world, seeing growth everywhere. Some markets are further along in business maturation. Says Netflix still under 10% of TV viewing, would like to earn more viewing time share. Comments taken from Q4 earnings conference call. ShowHide Related Items >><<
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Conference/Events
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FDA PDUFA Date for Merck & Bayer Vericiguat is January 20, 2021
17:58 01/19/21 01/1917:58 01/19/2117:58
MRK
Merck
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Periodicals
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Biden administration weighs creating White House antitrust czar, Reuters says »
17:51 01/19/21 01/1917:51 01/19/2117:51
SPY
SPDR S&P 500 ETF Trust
S&P 500
The upcoming… The upcoming administration of U.S. President-elect Joe Biden is mulling establishing a White House position centered on competition policy and issued relating to antitrust, Reuters' Diane Bartz and Nandita Bose reports, citing two sources familiar with the matter. Reference Link ShowHide Related Items >><<
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On The Fly
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Fly Intel: After-Hours Movers »
17:50 01/19/21 01/1917:50 01/19/2117:50
NFLX
Netflix
Merus
Gevo
Lithium Americas
Syros Pharmaceuticals
Perion Network
Bionano Genomics
Fulton Financial
J.B. Hunt
eXp World Holdings
Sorrento Therapeutics
Zions Bancorp
CareDx
Check out this evening's… ShowHide Related Items >><<
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Periodicals
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FireEye releases tool for auditing networks after SolarWinds hack, ZDNet says »
17:45 01/19/21 01/1917:45 01/19/2117:45
FEYE
FireEye
SolarWinds
Microsoft
FireEye (FEYE) has… FireEye (FEYE) has released a report on the SolarWinds (SWI) hack reported in early December, when the cybersecurity firm along with Microsoft (MSFT) "confirmed that a threat actor broke into the network of IT software provider SolarWinds and poisoned updates for the Orion app with malware," reported ZDNet. With this report, FireEye released a "free tool on GitHub named Azure AD Investigator that they say can help companies determine if the SolarWinds hackers (also known as UNC2452) used any of these techniques inside their network," added the ZDNet story. Reference Link ShowHide Related Items >><<
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Periodicals
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YouTube extends Trump channel ban for extra week, CNBC says »
17:31 01/19/21 01/1917:31 01/19/2117:31
GOOG
Alphabet
Alphabet Class A
Alphabet's YouTube… Alphabet's YouTube is extending Donald Trump's channel ban for one more week than its previous temporary ban, CNBC's Jennifer Elias reports. The video-sharing company confirmed the extension of the suspension to CNBC, citing a potential for further violence. The president's YouTube channel has 2.79M subscribers, the author notes. Reference Link ShowHide Related Items >><<
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Hot Stocks
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UDR CEO sells 120K shares of common stock »
17:30 01/19/21 01/1917:30 01/19/2117:30
UDR
UDR
In a regulatory filing,… In a regulatory filing, UDR disclosed that its CEO Thomas Toomey sold 120K shares of common stock on January 14th in a total transaction size of $4.66M, reducing his stake by about 9%. ShowHide Related Items >><<
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Hot Stocks
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David E Shaw reports 17.2% passive stake in Schrodinger »
17:27 01/19/21 01/1917:27 01/19/2117:27
SDGR
Schrodinger
David E Shaw disclosed a… David E Shaw disclosed a 17.2% stake in Schrodinger, which represents over 9.65M shares. The filing does not allow for activism. ShowHide Related Items >><<
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Hot Stocks
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US Foods awarded $390M Defense Logistics Agency contract for food distribution »
17:23 01/19/21 01/1917:23 01/19/2117:23
USFD
US Foods
US Foods has been awarded… US Foods has been awarded a maximum $390M fixed-price with economic-price-adjustment, indefinite-quantity contract for full-line food distribution. This was a competitive acquisition with two responses received. This is a five-year contract with no option periods. Locations of performance are Florida, Cuba and Bahamas, with a January 18, 2026, ordering period end date. Using military services are Marine Corps, Air Force, Navy and Army. Type of appropriation is FY21 through FY26 defense working capital funds. The contracting agency is the Defense Logistics Agency. ShowHide Related Items >><<
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