Something fairly extraordinary happened yesterday. AppDynamics was on the eve of their hotly anticipated IPO that would value the company near $2 billion. Now there won’t be an IPO. Because AppDynamics was bought by Cisco …
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Event: Citigroup (C) is scheduled to report its Q3 results Friday before the open. The options market is implying about a 3% one day move in either direction, which is a tad higher than the …
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Earlier, Dan did a deep dive on Apple (AAPL) prior to tonight’s fiscal Q3 earnings report. He also reiterated our feelings on how we view (and be careful about) trading into and out of earnings events in his Morningword. With …
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CYBR is one of the lesser known IT security stocks in a very hot sector. It did pick up notoriety on its huge run in February, doubling in value in just a few weeks. The …
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While a large contingency of the investment public is fascinated by the it stock of the day, I usually find myself trying to figure out the potential for a resurrection of prior darlings. Of late …
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Event: CSCO reports their fiscal Q3 earnings tonight after the close. The options market is implying a one-day move of ~6.5% vs the 4 quarter average move of ~7% and the 8 quarter average move of ~7.8%. …
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Event: IBM reports Q2 earnings Wednesday after the close. The options market is implying about a 4% move, which is lower than the 4 qtr avg move of 5.25%, and lower than the 8 qtr avg …
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Event: ORCL reports its fiscal Q4 earnings tomorrow after the close. The options market is implying about a 4.5% move post-earnings, which is in line with the 4 qtr avg move of about 4.5%, but lower …
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Event: CSCO reports their fiscal Q3 earnings Wednesday May 15th after the close. The options market is implying about a 4.6%* move vs the 4 qtr avg move of ~6.4% and the 8 qtr avg move …
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Event: CSCO reports Q4 earnings tonight after the close. The options market is implying about a 4.75%* move vs the 4 qtr avg move of ~6.75% and the 8 qtr avg move of ~8.4%. * with the …
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