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Computer crashing. these two sets of calls exist will keep it down unless this below change anything, I cant tell:
12.5K Workday Mar 140 - Sep 160 call spreads trade $7.25
12.5K Workday Mar 140 - Sep 160 call spreads trade $7.25. The stock off 2.5% to $184.37 and size matches a block of Mar 140 calls opened for $24.18 on 8/28/18 with shares near $152 (rolling out of Jan 110 calls). The stock up 21.3% since that time and the calls are being liquidated at $44.75 today, to monetize $25.7M in profits on the 12.5K lot. Now a new position in in-the-money Sep 160 calls is being opened for $37.50, representing $46.8M cash outlay, in anticipation of additional gains in shares over the next six months. The adjustment come after WDAY suffered a 4.4% setback Friday after earnings.
May have to wait couple weeks for WDAY due to this Mar. 15 rxp. Crux damn sure not going to pay any more on it.
140.0 Call 37.00 37.60 37.10 -11.63 12,588 12,791
Add 500 WDAY at 177.75
03/04/19 11:25:16 177.75 177.64 177.80 212
03/04/19 11:25:16 177.75 177.76 177.83 100
03/04/19 11:25:16 177.75 177.76 177.83 100
Some WDAY longs must be hard to shake out.
Add bot 500 WDAY at 181.41
03/04/19 10:11:45 181.41 181.38 181.49 500
Bot 500 WDAY at 184.13 bcrooks have to reverse soon.
03/04/19 09:59:54 184.13 184.05 184.28 400
This list represents the most manipulated stocks in the market. All have more money selling than buying but they are all up.
SPY is # 1 and over half of Dow Jones Index stocks are on list.
http://www.wsj.com/mdc/public/page/2_3022-mflppg-moneyflow.html
They are taking every stock where ever they want regardless of ERs, what's new about that?
Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Fitbit (FIT) upgraded to Buy from Neutral at DA Davidson analyst Tom Forte citing Q4 results and outlook for Q1 and FY19. 2. Hain Celestial (HAIN) upgraded to Overweight from Neutral at JPMorgan with analyst Ken Goldman citing the company's "compelling" investor day, the analyst has increased confidence in Hain's ability to drive margin growth over the next few years. 3. Athene Holding (ATH) upgraded to Outperform from Market Perform at BMO Capital with analyst James Fotheringham saying the valuation multiple on the stock may have finally passed its trough at its current 5.5-times two-year forward earnings multiple and believes that its core business should be valued at 6.4-times. 4. Wabco (WBC) upgraded to Neutral from Underweight at JPMorgan and to Hold from Sell at Vertical Research. 5. Globus Medical (GMED) upgraded to Buy from Neutral at UBS with analyst Matthew Taylor saying the company has delivered several quarters in a row of improving spine growth, which confirms robot placements are leading to implant pull-through. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage
Whats that?
More upgrades WDAY. What a bunch of sleazy thievivg bastages.
Workday price target raised to $220 from $175 at Baird
Baird analyst Mark Marcon raised his price target on Workday to $220 from $175 following solid Q4 results. The analyst said the financials moving to the cloud appears to be at an inflection point, following the same pattern of first CRM and then HCM moving to the cloud. Marcon, who calls Workday an early growth story, reiterated his Outperform rating on the shares.
Bot 500 FIVN at 54.45
03/01/19 13:07:46 54.45 54.39 54.47 280
03/01/19 13:07:46 54.45 54.42 54.45 100
Cover 500 VMW at 176.69 -.59
03/01/19 11:54:41 176.69 176.54 176.80 105
03/01/19 11:54:41 176.69 176.47 176.65 100
03/01/19 11:54:41 176.69 176.47 176.65 100
03/01/19 11:54:41 176.67 176.47 176.65 100
short 500 VMW at 176.10
03/01/19 11:37:07 176.10 176.04 176.15 100
03/01/19 11:37:07 176.10 176.04 176.15 100
03/01/19 11:37:07 176.10 176.04 176.15 100
03/01/19 11:37:07 176.10 176.04 176.15 100
WDAY - 6.12 Was call heavy
Workday price target raised to $220 from $175 at Baird
Baird analyst Mark Marcon raised his price target on Workday to $220 from $175 following solid Q4 results. The analyst said the financials moving to the cloud appears to be at an inflection point, following the same pattern of first CRM and then HCM moving to the cloud. Marcon, who calls Workday an early growth story, reiterated his Outperform rating on the shares. :theflyonthewall.com
08:26 EDT WDAY
theflyonthewall.com: Workday price target raised to $230 from $170 at Needham
Needham analyst Scott Berg raised his price target on Workday to $230 and kept his Buy rating after its "very strong" Q4 results. The analyst cites the company's Financials platform sales driving much of the company's new bookings growth as well as its 24-month backlog rising 29% from last year. :theflyonthewall.com
08:01 EDT WDAY
theflyonthewall.com: Workday price target raised to $235 from $216 at KeyBanc
KeyBanc analyst Brent Bracelin reiterated an Overweight rating on Workday and raised his price target to $235 from $216 following the company's quarterly results. In a research note to investors, Bracelin says he is increasingly confident on the company's ability to execute on a growing set of core financial applications moving to the cloud. :theflyonthewall.com
05:49 EDT WDAY
theflyonthewall.com: Workday price target raised to $215 from $180 at MUFG
MUFG analyst Stephen Bersey raised his price target for Workday to $215 after the company's Q4 results topped his expectations. As the company approaches a $3B run rate, it "continues to have ample runway ahead," Bersey tells investors in a post-earnings research note. He reaffirms an Overweight rating on Workday. :theflyonthewall.com
05:19 EDT WDAY
theflyonthewall.com: Workday price target raised to $189 from $152 at Jefferies
Jefferies analyst John DiFucci raised his price target for Workday to $189 saying the company reported "strong" Q4 results. Adaptive momentum continued among net new accounts for stand-alone sales in addition to add-on sales within the Workday installed base, DiFucci tells investors in a research note. He believes the company is seeing strong momentum but keeps a Hold rating on the shares due to valuation. :theflyonthewall.com
February 28, 2019
19:03 EDT WDAY
theflyonthewall.com: Fly Intel: After Hours Movers
UP AFTER EARNINGS: The Gap (GPS) up 23.6% after Q4 earnings, spin-off of Old Navy... Puma Biotech (PBYI) up 21.5%... Zscaler (ZS) up 14.1%... Habit Restaurants (HABT) Up 14.0%... Funko (FNKO) up 12.4%... Axa Equitable (EQH) up 9.8%... Bio-Rad Labs (BIO) up 7.1%... AMC Entertainment (AMC) up 6.8%... Radius Health (RDUS) up 5.8%... CymaBay Therapeutics (CBAY) up 4.9%... 3D Systems (DDD) up 4.7%... comScore (SCOR) up 4.3%... CarGurus (CARG) up 3.9%... Farfetch (FTCH) up 3.7%... Rigel Pharma (RIGL) up 3.2%... VMWare (VMW) up 3.0%... Splunk (SPLK) up 2.7%... Southwestern Energy (SWN) up 2.1%... Autodesk (ADSK) up 1.5%... Dell Technologies (DELL) up 1.3%... Ritchies Bros (RBA) up 1.3%... Workday (WDAY) up 1.2%... Nordstrom (JWN) up 0.8%. DOWN AFTER EARNINGS: Nutanix (NTNX) down 22.1%... Maxar Tech (MAXR) down 16.6%... Intrexon Corp (XON) down 9.7%... Tactile Systems (TCMD) down 7.9%... Alarm Holdings (ALRM) down 7.8%... TPI Composites (TPIC) down 6.6%... Stericycle (SRCL) down 6.6%... Castlight Health (CSLT) down 6.0%... Pure Storage (PSTG) down 5.3%... Kratos Defense (KTOS) down 5.2%... Neophotonics (NPTN) down 4.8%... Zix Corp (ZIXI) down 4.8%... Tabula Rasa Healthcare (TRHC) down 2.0%... Nektar Therapeutics (NKTR) down 1.3%. ALSO LOWER: Tesla (TSLA) down 3.5% after launch of $35K Model 3. Movers as of 18:45ET. :theflyonthewall.com
16:08 EDT WDAY theflyonthewall.com: Workday up 3.6% after reporting Q4 earnings, giving FY20 guidance :theflyonthewall.com
16:07 EDT WDAY theflyonthewall.com: Workday sees FY20 subscription revenue $3.03B-$3.045B :theflyonthewall.com
16:06 EDT WDAY
theflyonthewall.com: Workday reports Q4 EPS 41c, consensus 32c
Reports Q4 revenue $788.6M, consensus $777.34M. :theflyonthewall.com
13:52 EDT WDAY
theflyonthewall.com: Notable companies reporting after market close
Notable companies reporting after the market close, with earnings consensus, include VMware (VMW), consensus $1.88... Marriott International (MAR), consensus $1.39... Workday (WDAY), consensus 32c... Dell Technologies (DELL), consensus $1.80... Autodesk (ADSK), consensus 42c... Splunk (SPLK), consensus 76c... Edison International (EIX), consensus 96c... Gap (GPS), consensus 69c... Nutanix (NTNX), consensus (25c)... Nordstrom (JWN), consensus $1.42... Zscaler (ZS), consensus (1c)... Pure Storage (PSTG), consensus 18c... CarGurus (CARG), consensus 8
LB + 2.08, look at options and learn.
mornin
Cover 1000 GPS at 29.90 +.93
03/01/19 09:31:22 29.90 29.86 29.90 1,600
: Gap reports Q4 EPS 72c, consensus 69c
Reports Q4 revenue $4.62B, consensus $4.7B. Due to the 53rd week in fiscal 2017, comparable sales for the fourth quarter and fiscal year 2018 are compared with the 13-week and 52-week periods ended February 3, 2018. On this basis, the company's fourth quarter comparable sales were down 1% compared with a 5% increase last year. Comparable sales by global brand for the fourth quarter were as follows: Old Navy Global: flat versus positive 9% last year ; Gap Global: negative 5% versus flat last year; Banana Republic Global: negative 1% versus positive 1% last year.
ap announces break-up plan, to spinoff Old Navy into standalone company
Gap announced plans to create two independent publicly traded companies: Old Navy and a yet-to-be-named company, dubbed "NewCo," which will consist of the Gap brand, Athleta, Banana Republic, Intermix and Hill City. Gap Inc. expects to effect the separation through a spin-off that is intended to generally be tax-free to Gap Inc.'s shareholders for U.S. federal income tax purposes. The spin-off will enable each company to "maximize focus and flexibility, align investments and incentives to meet its unique business needs and optimize its cost structure to deliver profitable growth," the company said. Robert Fisher, Gap Inc.'s Board Chairman, stated: "Following a comprehensive review by the Gap Inc. Board of Directors, it's clear that Old Navy's business model and customers have increasingly diverged from our specialty brands over time, and each company now requires a different strategy to thrive moving forward. Recognizing that, we determined that pursuing a separation is the most compelling path forward for our brands - creating two separate companies with distinct financial profiles, tailored operating priorities and unique capital allocation strategies, both well positioned to achieve their strategic goals and create significant value for our customers, employees and shareholders." Upon separation, Gap Inc. shareholders are expected to receive a pro-rata stock distribution and as a result own shares in both NewCo and Old Navy in equal proportion. The transaction is currently targeted to be completed in 2020, and is subject to certain conditions, including final approval by Gap Inc.'s Board of Directors, receipt of a tax opinion from counsel and the filing and effectiveness of a registration statement with the U.S. Securities and Exchange Commission. There can be no assurances regarding the ultimate timing or terms of the separation or that the separation will be completed. After the separation, NewCo and Old Navy are expected to be appropriately capitalized with sufficient cash to support planned operating and investment plans. NewCo will be based in Gap Inc.'s current headquarters and Old Navy will remain at its current headquarters, both located in San Francisco.
Gap sees FY19 EPS ex-items $2.40-$2.55, consensus $2.63
For fiscal year 2019, the company expects reported diluted earnings per share to be in the range of $2.11 to $2.26. Excluding the estimated costs related to the Gap brand fleet restructuring, diluted earnings per share is expected to be in the range of $2.40 to $2.55. The company expects comparable sales for fiscal year 2019 to be flat to up slightly. The company currently expects to repurchase approximately $200M in fiscal year 2019. The company expects fiscal 2019 capital spending to be approximately $750M, including about $100M of expansion costs related to a headquarters building and a buildout of its Ohio distribution center. In addition, at the beginning of fiscal 2019, the company entered into an agreement to purchase its Old Navy headquarters building and anticipates selling another property during fiscal 2019. The company expects a net cash outflow of about $100M-$150M related to these real estate transactions. :th
LB.26.54 +.40. Watch DMMs take this up or hold up to kill puts
Barclays upgrades L Brands to Overweight on 'increasingly positive' risk/reward
Barclays analyst Chethan Mallela upgraded L Brands to Overweight from Equal Weight with an unchanged price target of $31. The company's fiscal 2019 guidance should establish an earnings "floor," which creates an "increasingly positive" risk/reward for the shares, Mallela tells investors in a research note. Further, the analyst sees an "emerging strategy" for Victoria's Secret that could build visibility to an eventual brand recovery as well as an "undemanding valuation." His price target represents 19% upside to current share levels. :theflyonthewall.com
07:23 EDT LB
theflyonthewall.com: L Brands downgraded to Market Perform from Outperform at Bernstein
Bernstein analyst Jamie Merriman downgraded L Brands to Market Perform from Outperform and reduced her price target to $30. In a research note to investors, Merriman says her Outperform rating was based on a view that investors were paying for Bath & Body Works with a free option on Victoria's Secret. While that fundamentally hasn't changed, and her DCF still suggests significant upside to the stock if management is able to stabilize Victoria's Secret, Merriman now believes stabilization for Victoria's Secret is unlikely in 2019 and struggles to see any catalysts that will unlock a higher valuation. :theflyonthewall.com
05:13 EDT LB theflyonthewall.com: L Brands downgraded to Market Perform from Outperform at Bernstein :theflyonthewall.com
05:05 EDT LB
theflyonthewall.com: L Brands upgraded to Overweight from Equal Weight at Barclays
Barclays analyst Chethan Mallela upgraded L Brands to Overweight with an unchanged price target of $31. The analyst sees a favorable risk/reward following the recent pullback in shares and believes the company's fiscal 2019 outlook is reasonable. :theflyonthewall.com
February 28, 2019
11:23 EDT LB
theflyonthewall.com: Jefferies cuts L Brands target to $16, sees downside to $10
Jefferies analyst Randal Konik lowered his price target for L Brands to $16 from $21 and keeps an Underperform rating on the shares following the retailer's Q4 results. The analyst sees L Brands' earnings being negatively impacted by "too many" stores, a Pink business that is "unraveling," and "peaking" margins at Bath & Body Works. This means sales will turn lower, gross margins will be pressured and SG&A will delever, Konik tells investors in a research note. He believes the shares could still lose more than 50% of their value from current levels, with downside to $10. L Brands in late morning trading is down 8%, or $2.20, to $25.20. Management's guidance does not factor in a "big leg down" in Pink and "beginning leg down" in Bath & Body, which will occur over the next two fiscal years, Konik contends. :theflyonthewall.com
11:09 EDT LB theflyonthewall.com: L Brands price target cut to $16 from $21 at Jefferies :theflyonthewall.com
08:58 EDT LB
theflyonthewall.com: L Brands shares have over 50% more downside, says Jefferies
Jefferies analyst Randal Konik says Q4 capped "another year of difficulty" for L Brands and that the company's "path ahead is still challenged. Victoria's Secret market share is "eroding daily," the PINK brand "was a fad and could now see sales cut in half," and Bath & Body Works sales and margins have peaked, Konik tells investors in a research note. The dividend was cut in half but "sales/margins/free cash flow will deteriorate further while debt levels are high leaving little value left for equity holders," contends Konik. He keeps an Underperform rating on L Brands with a $21 price target. :theflyonthewall.com
08:50 EDT LB
theflyonthewall.com: L Brands price target lowered to $26 from $29 at MKM Partners
MKM Partners analyst Roxanne Meyer lowered her price target on L Brands to $26 and kept her Neutral rating, saying that the outlook for Q1 and FY19 was materially below consensus, overshadowing the Q4 earnings beat. The analyst maintains that while Bath and Body Works "continued to shine", L Brands' Victoria's Secret and PINK brands remained pressured. Meyer expects little change in those trends until late in 2019, with limited visibility on how much impact changes in product, branding and marketing can produce. :theflyonthewall.com
February 27, 2019
19:14 EDT LB
theflyonthewall.com: Fly Intel: After Hours Movers
UP AFTER EARNINGS: RubinconProject (RUBI) up 15.4%... California Resources (CRC) up 13.5%... Carvana (CVNA) up 9.9%... Collegium Pharma (COLL) up 9.3%... Hostess Brand (TWNK) up 8.8%... Qurate Retail (QRTEA) down 8.3%... Hilton Grand Vacations (HGV) up 8.1%... Monster Beverage (MNST) up 6.4%... Solaris Oilfield (SOI) up 6.2%... RegenxBio (RGNX) up 5.9%... Tutor Perini (TPC) up 5.6%... Ansys (ANSS) up 4.1%... FibroGen (FGEN) up 4.0%... Bilibili (BILI) up 3.9%... Universal Health (UHS) up 2.5%... Acceleron Pharma (XLRN) up 2.4%... Medallion Financial (MFIN) up 2.3%. ALSO HIGHER: T2 Biosystems (TTOO) up 30.3% after being granted "Breakthrough Device" designation for T2Resistance panel... Wabco (WBC) up 5.2% after confirming being approached by ZF Friedrichshafen and engagement in talks... Karyopharm Therapeutics (KPTI) up 3.4% after Point72 disclosed passive stake... DOWN AFTER EARNINGS: Box Inc (BOX) down 24.2%... Teladoc Health (TDOC) down 15.9%... Fitbit (FIT) down 14.1%... Boingo Wireless (WIFI) down 12.8%... HP Inc (HPQ) down 12.6%... Booking Holdings (BKNG) down 9.5%... Orbcomm (ORBC) down 8.8%... PRA Health (PRAH) down 6.9%... Elastic (ESTC) down 6.6%... Square (SQ) down 6.3%... Alteryx (AYX) down 6.3%... L Brands (LB) down 6.0%... Perrigo (PRGO) down 5.0%... Wingstop (WING) down 4.0%... Opko Health (OPK) down 4.0%... Ladder Capital (LADR) down 3.8%... Amedisys (AMED) down 3.4%.. Stoneridge (SRI) down 2.5%... Sarepta Therapeutics (SRPT) down 1.8%. ALSO LOWER: Syneos Health (SYNH) down 27.4% after delaying Q4 earnings release to review internal reporting controls... Applied Optoelectronics (AAOI) down 8.3% after convertible debt offering. Movers as of 18:30ET. :theflyonthewall.com
17:10 EDT LB
theflyonthewall.com: L Brands to discontinue reporting of monthly sales results
"We're announcing today that, consistent with retail industry practice and with input from our shareholders, we will report sales results quarterly and discontinue the reporting of monthly sales results," L Brands said. "We believe that monthly variability in results, which can include impacts from Holiday timing, the shifts of the fiscal calendar and timing of marketing events, can lead to misinterpretations of business performance." :theflyonthewall.com
17:09 EDT LB theflyonthewall.com: L Brands sees Q1 SSS down low-single digits :theflyonthewall.com
17:08 EDT LB
theflyonthewall.com: L Brands sees FY19 SSS up low-single digits
Sees FY19 sales growth 2 points lower than comps due to loss of La Zenda, Henri Bendel sales. FY19 revenue consensus $13.37B. Sees FY19 CapEx $575M-$600M. Says has "substantially" pulled back on capital investment in the Victoria's Secret bussiness versus its history. "We are also closing more stores in North America ... 30 in 2018 and an estimated 53 in 2019, versus an average of 15 stores per year historically," the company said. Guidance and comments take from Q4 earnings presentation slides and commentary script. :theflyonthewall.com
16:31 EDT LB theflyonthewall.com: L Brands down 6.9% after reporting Q4 earnings, Q1, FY19 guidance :theflyonthewall.com
16:27 EDT LB
theflyonthewall.com: L Brands reports Q4 comparable store sales decrease of 1%
Reports Q4 comparable store sales decrease of 7% at Victoria Secret, and reports Q4 comparable store sales increase of 8% at Bath & Body Works. :theflyonthewall.com
16:24 EDT LB theflyonthewall.com: L Brands sees Q1 EPS approximately breakeven, consensus 13c :theflyonthewall.com
16:24 EDT LB theflyonthewall.com: L Brands sees FY19 EPS $2.20-$2.60, consensus $2.7
Short 1000 GPS at 30.83
03/01/19 08:08:35 30.83 30.83 30.84 1,000
Cover 500 VMW at 177.55 -.30
03/01/19 08:00:03 177.55 177.01 178.06 300
Cover 500 WDAY at 200.45 - 1.82
02/28/19 18:04:18 200.45 199.50 200.45 100
02/28/19 18:04:18 200.45 199.50 200.45 200
: VMware sees FY20 EPS $6.49, consensus $6.65
Sees FY20 revenue $10.3B, consensus, $9.9B. Guidance taken from Q4 earnings conference call. :
Short 500 VMW at 177.25
02/28/19 17:59:45 177.25 177.25 177.35 200
02/28/19 17:59:43 177.25 177.25 177.35 100
02/28/19 17:59:42 177.25 177.25 177.35 200
Short 500 WDAY at 198.63
02/28/19 14:08:22 198.63 198.58 198.70 286
02/28/19 14:08:22 198.63 198.68 198.74 100
Bot 5 WDAY Mar 1 2019 200 Call at 5.90
Out 500 TTEK at 60.52 +.40
02/28/19 12:19:42 60.52 60.48 60.56 500
Out 1000 FIVN at 53.12 +.12 tired waiting
02/28/19 10:29:51 53.12 53.12 53.29 300
02/28/19 10:29:51 53.12 53.12 53.29 300
02/28/19 10:29:51 53.12 53.12 53.29 400
Cover 100 RCL at 117.48 + 4.74
02/28/19 10:25:55 117.48 117.44 117.48 100
txs, find a bone once in awhile.
Cover 1000 DVN at 29.55 + 1,40
02/28/19 10:16:41 29.55 29.54 29.55 100
02/28/19 10:16:41 29.55 29.54 29.55 100
02/28/19 10:16:41 29.55 29.54 29.55 200
02/28/19 10:16:41 29.55 29.54 29.55 200
02/28/19 10:16:41 29.55 29.54 29.55 100
Cover 1000 LOW at 104.62 + 4.23
02/28/19 10:09:27 104.62 104.56 104.61 810
Cover 1000 LOW at 107.84 + 1.01
02/27/19 15:23:45 107.84 107.84 107.85 74
02/27/19 15:23:45 107.84 107.81 107.83 100
02/27/19 15:23:45 107.84 107.81 107.83 100
02/27/19 15:23:45 107.84 107.81 107.83 100
02/27/19 15:23:45 107.83 107.81 107.83 100
02/27/19 15:23:45 107.83 107.81 107.83 100
02/27/19 15:23:45 107.83 107.81 107.83 100
Before KNG, HPQ, MNST, SQ, UHS, LB, CVNA, TDOC, AYX, BOX, STAY,
FIT TWNK
Add short 1000 LOW at 108.40
02/27/19 09:41:51 108.40 108.39 108.45 991
Lowe's Companies Misses
Lowe's Companies (LOW) reported 4th Quarter January 2019 earnings of $0.80 per share. The consensus earnings estimate was $0.80 per share on revenue of $15.7 billion. The Earnings Whisper number was $0.82 per share.
The company said it expects fiscal 2020 earnings of $6.00 to $6.10 per share on revenue of approximately $72.74 billion. The current consensus earnings estimate is $6.05 per share on revenue of $72.50 billion for the year ending January 31, 2020.
Lowe' Companies Inc is a home improvement retailer, which serves home-owners, renters and Commercial Business Customers.
Short 1000 LOW at 109.30
02/27/19 08:02:21 109.30 109.30 109.40 100
02/27/19 08:02:21 109.30 109.30 109.40 800
87.5 Call 17.05 19.80 18.26 0.03 0 20,499
Add short 500 PANW at 247.00
02/26/19 16:19:36 247.00 247.17 247.67 200
02/26/19 16:19:36 247.00 247.17 247.67 100
02/26/19 16:19:36 247.04 247.17 247.67 100
: Palo Alto Networks reports Q2 adjusted EPS $1.51, consensus $1.22
Reports Q2 revenue $711.2M, consensus $682.1M