GBA Presents: THE GREEN MARKET

--Urban Outfitters named 'Short-Term Catalyst Buy' at Deutsche Bank 06:49 URBN

--SailPoint price target raised to $65 from $60 at Jefferies 04:46 SAIL Jefferies analyst Brent Thill raised the firm's price target on SailPoint to $65 from $60 and keeps a Buy rating on the shares. The company beat Q3 estimates for revenue and annual recurring revenue and raised 2021 ARR guidance by double the magnitude of the Q3 beat, Thill tells investors in a research note. He says SailPoint's operating margin was significantly better even with increased hiring. Thill remains positive on the shares.

--PubMatic price target raised to $50 from $45 at Oppenheimer 04:49 PUBM Oppenheimer analyst Jason Helfstein raised the firm's price target on PubMatic to $50 from $45 and keeps an Outperform rating on the shares. The company's Q3 results and guidance suggest it is gaining share and has been able to turn Apple's Identifier for Advertisers and advertiser focus on removal of cookies into a tailwinds, Helfstein tells investors in a research note. The analyst believes PubMatic is "successfully moving closer to advertisers and agencies.

--Shift4 Payments to hold a company event 04:55 FOUR

--Digital Turbine to host analyst meeting 17:14 APPS Analyst meeting to be held on November 11 at 12 pm. Webcast Link
 
ePlus confident in FY22 outlook 17:05 PLUS "As we enter the second half of FY22, ePlus remains well-positioned for continued growth, with the products, services, financing, and expertise that enable our customers to meet the challenges of digital transformation and modernization. Our data center, security and cloud-focused solutions remain especially timely and relevant as businesses further expand their remote and hybrid workforce capabilities, while our investments in emerging areas, including collaboration and AI, provide new opportunities for growth," said Mark Marron, president and CEO. "Our confidence in our FY22 outlook is supported by the strength of our open orders and backlog, both of which have increased significantly during the year. While we continue to closely monitor constraints within the supply chain that may limit future product availability, our team and our channel partners have performed admirably in navigating these challenges to date. As always, ePlus remains committed to investing in our people and in our capabilities to stay on the forefront of technology trends. We are pleased to announce that the Board has declared a two-for-one stock split, reflecting confidence in the Company's outlook and growth strategy," Marron concluded.


CuriosityStream share price offers attractive entry point, says JPMorgan 07:18 CURI

Shift4 Payments backs FY21 revenue view $1.3B-$1.4B, consensus $1.08B 07:15 FOUR Sees FY21 adjusted EBITDA $175M-$180M.

Vroom reports Q3 total revenue $896.8M, consensus $888M 16:53 VRM

Vroom reports Q3 EPS (70c), consensus (73c) 16:52 VRM Reports Q3 total ecommerce revenue $701.7M vs. $221.8M last year. Sold 19,683 ecommerce units, up 123% YoY. CEO Paul Hennessy commented: "Vroom had yet another strong quarter that continued the momentum that has been building all year. By executing well across our organization, we delivered triple digit year-over-year growth in both ecommerce units and gross profit, as well as improvement in unit economics. We also continued to optimize our mix of inventory sources throughout the quarter, with approximately 81% of our retail inventory sold sourced from consumers, enabling us to scale our inventory while maintaining strong unit economics. Looking ahead, we intend to continue to focus on strong execution and maintain the momentum in our business to drive continued growth in unit sales and on improving unit economics. We also are excited to move forward with our acquisition of United Auto Credit Corporation, which will accelerate our strategic objective to establish a captive financing arm."

Organogenesis reports Q3 EPS 9c, consensus 6c 16:33 ORGO Reports Q3 revenue $113.8M, consensus $112.67M. "We delivered third quarter revenue growth of 13% year-over-year and, normalizing for the loss of ReNu and NuCel, third quarter Adjusted net revenue grew 20% year-over-year," said Gary Gillheeney, Sr., CEO of Organogenesis. "The Organogenesis team continues to perform well despite a tougher-than-expected operating environment. We are proud of what we have accomplished so far this year. Our year-to-date performance and progress against our strategic priorities is a direct result of the strength of our organization and the dedication of our employees. We remain confident in our ability to continue to deliver both strong operating and financial results as well as provide integrated healing solutions that substantially improve medical outcomes while lowering the overall cost of care."
 
Heavy news day folks.

1- Digital ad spending.

PUBM upgrade// also there is MGNI <------ & nobody is talking about APPS. I just saw list of these stks and APPS was not on it.

We know APPS is speaking at noon today.
 
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Despite 60%+ growth and strong guidance, Digital Turbine found no love after earnings, especially after they proved to have the latest policy shift effects under full control. From our standpoint, it seems that the stock is getting dragged down by the broad sector panic.
 
Digital Turbine, Inc. (APPS)
NasdaqCM - NasdaqCM Real Time Price. Currency in USD

72.65+0.02 (+0.03%)
At close: 4:00PM EST
71.60 -1.05 (-1.45%)
Pre-Market: 07:35AM ES

PLAN 1---> Buy APPS at open and hope they get their story out at lunch. Rallies and then tomm upgrades.
 
We have a clear leader in the space--

PubMatic, Inc. (PUBM)
NasdaqGM - NasdaqGM Real Time Price. Currency in USD

32.11+2.21 (+7.39%)
At close: November 9 4:00PM EST
40.65 +8.54 (+26.60%)
Pre-Market: 07:43AM EST

APPS I would place No 2 and followed by down in the dumps MGNI>

Honestly you could basket buy here and do well... Just riffing off the PUBG
 
PANERA BREAD to go public through a U.S. initial public offering backed by Shake Shack founder Danny Meyer's blank-check company, the latest in a flurry of restaurant listings this year as dining out returns.

Meyer himself will directly invest in the Panera Bread owner at the time of the IPO, Panera Brands said on Tuesday, and become the lead independent director of the company's board.

Typically, special purpose acquisition companies (SPAC) are shell firms raised with the intent of later merging with a private entity to take it public. In the case of Panera, Meyer's USHG Acquisition Corp will invest following the IPO.
 
Van- an old fave! From our 1st thread// I'll spare you the Come Sail Away videos because I do not presently own it. I knew these guys were good.

SailPoint Technologies Holdings, Inc. (SAIL)
NYSE - NYSE Delayed Price. Currency in USD

48.20-0.50 (-1.03%)
At close: 4:00PM EST
55.50 +7.30 (+15.15%)<-------------
Pre-Market: 07:47AM EST
 
DoorDash price target raised to $256 from $180 at Evercore ISI » 08:09 DASH

Merck to supply 1.6M courses of molnupiravir to Japan for $1.2B upon approval » 08:06 MRK

SailPoint price target raised to $75 from $70 at Canaccord 07:47 SAIL Canaccord analyst T. Michael Walkley raised the firm's price target on SailPoint to $75 from $70 and keeps a Buy rating on the shares. The analyst anticipates more muted revenue growth through 2022 due to the revenue headwinds sustained during the transition but expect durable demand to drive reacceleration thereafter.
 
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