$CTSH

Top Earnings Wed 5/3 Aft: $ACEL $ACLS $ACR $ACT $ADPT $AEIS $ALB $ALKT $ALL $ALLO $AMED $AMK $AMOT $AMPY $AMWL $ANSS $APA $ARC $ARDX $ASPN $ATO $ATUS $AUR $AVNW $AVT $BBSI $BCOV $BHE $BKH $BNL $CCRN $CDAY $CENT $CENTA $CFLT $CHRD $CIVI $CLMB $CMPO $CODI $COKE (1/6) Top Earnings Wed 5/3 Aft: $CORT $CPE $CPK $CPS $CRD/A $CSGS $CSTL $CSV $CTSH $CTVA $CW $CXW $DEN $DHT $DLHC $DRS $ECOR $ECPG $ELA $EQC $EQH $EQIX $ERII $ES $ESTE $ETSY $EVH $EZPW $FARO $FATE $FBRT $FG $FLT $FNF $FORM $FPI $FROG $FSLY $GHL $GIL $GKOS $GL $GMRE $GNK (2/6) Top Earnings Wed 5/3 Aft: $GNW $GOOD $GRBK $GTBIF $HBB $HCC $HDSN $HOUS $HST $HUBS $INFA $INFN $INMB $INN $INSG $IOSP $IPI $IR $IVAC $JOBY $KLIC $KNTK $KTOS $KW $LESL $LMND $LODE $LUMO $MELI $MET $METC $MG $MGY $MKSI $MLR $MMS $MOR $MOS $MRAM $MRO $MTG $MX $MYGN (3/6) Top Earnings Wed 5/3 Aft: $NARI $NC $NE $NFG $NGVT $NSTG $NUS $NVEC $NVST $NWPX $NYMT $O $OLED $OM $OPAD $OPK $OUT $PAHC $PARR $PCOR $PDCE $PGRE $PKOH $PLMR $PSA $PSNL $QCOM $QDEL $QGEN $QNST $QRVO $RDN $REI $RELY $REZI $RGLD $RGNX $RGR $RHP $RM $RMNI $RMR $ROOT (4/6) Top Earnings Wed 5/3 Aft: $RPT $RSI $RUN $RVLV $RYN $SBOW $SBRA $SEDG $SGU $SIGI $SITM $SNEX $SP $SPNT $SPOK $SRC $SRI $SRTS $STAA $STR $SUM $SYNA $TIPT $TNDM $TPIC $TPL $TPVG $TRIP $TSVT $TTEC $TTMI $TWI $TXG (5/6) Top Earnings Wed 5/3 Aft: $UDMY $UFI $UGI $ULCC $UPWK $USDP $USIO $USPH $VAC $VAPO $VET $VMEO $VNDA $VSTO $VTOL $WEAV $WERN $WES $WMB $WTS $YELL $Z $ZG $ZIMV (6/6)

**__TRIMESTRALI USA DELLA SETTIMANA DI MAGGIOR IMPATTO__** **__Lunedì 24 Ottobre 2022__** Cadence Design (CDNS) Discover (DFS) Alexandria RE (ARE) WR Berkley (WRB) Brown&Brown (BRO) Packaging America (PKG) Zions (ZION) Kirby (KEX) **__Martedì 25 Ottobre 2022__** Alphabet A (GOOGL) Alphabet C (GOOG) Visa A (V) Coca-Cola (KO) Texas Instruments (TXN) United Parcel Service (UPS) NextEra Energy (NEE) Raytheon Technologies (RTX) Lockheed Martin (LMT) Chubb (CB) General Electric (GE) 3M (MMM) Illinois Tool Works (ITW) Sherwin-Williams (SHW) General Motors (GM) Valero Energy (VLO) Archer-Daniels-Midland (ADM) Moody’s (MCO) Chipotle Mexican Grill (CMG) Centene (CNC) Biogen (BIIB) Kimberly-Clark (KMB) Twitter Inc (TWTR) MSCI (MSCI) PACCAR (PCAR) Halliburton (HAL) Ameriprise Financial (AMP) Corning (GLW) Equity Residential (EQR) Synchrony Financial (SYF) IDEX (IEX) Boston Properties (BXP) Teradyne (TER) Juniper (JNPR) F5 Networks (FFIV) PulteGroup (PHM) Robert Half (RHI) Pentair (PNR) JetBlue (JBLU) **__Mercoledì 26 Ottobre 2022__** Microsoft (MSFT) Meta Platforms (META) Thermo Fisher Scientific (TMO) Bristol-Myers Squibb (BMY) ADP (ADP) Boeing (BA) ServiceNow Inc (NOW) General Dynamics (GD) Waste Management (WM) CME Group (CME) Boston Scientific (BSX) Ford Motor (F) Norfolk Southern (NSC) O’Reilly Automotive (ORLY) Kraft Heinz (KHC) Amphenol (APH) Hess (HES) KLA Corp (KLAC) Roper Technologies (ROP) Hilton Worldwide (HLT) Enphase (ENPH) IQVIA Holdings (IQV) Cognizant A (CTSH) Old Dominion Freight Line (ODFL) Digital (DLR) Otis Worldwide (OTIS) AvalonBay (AVB) Fortive (FTV) Raymond James Financial (RJF) eBay (EBAY) DTE Energy (DTE) United Rentals (URI) Rollins (ROL) Mid-America Apartment (MAA) Teledyne Technologies (TDY) Align (ALGN) Garmin (GRMN) Cincinnati Financial (CINF) Essex Property (ESS) Tyler Technologies (TYL) Avery Dennison (AVY) UDR (UDR) Everest (RE) VF (VFC) Masco (MAS) Fortune Brands (FBHS) Invesco (IVZ) Ryder System ® **__Giovedì 27 Ottobre 2022__** Apple (AAPL) Amazon.com (AMZN) Mastercard (MA) Merck&Co (MRK) McDonald’s (MCD) Linde PLC (LIN) Comcast (CMCSA) Honeywell (HON) Intel (INTC) Caterpillar (CAT) S&P Global (SPGI) American Tower (AMT) Gilead (GILD) Northrop Grumman (NOC) Altria (MO) Southern (SO) Fiserv (FISV) Keurig Dr Pepper (KDP) Edwards Lifesciences (EW) L3Harris Technologies (LHX) American Electric Power (AEP) Republic Services (RSG) DexCom (DXCM) Capital One Financial (COF) Arthur J Gallagher (AJG) Newmont Goldcorp (NEM) Xcel Energy (XEL) Warner Bros Discovery (WBD) ResMed (RMD) Baidu (BIDU) Carrier Global (CARR) PG E (PCG) Baxter (BAX) Seagen (SGEN) Willis Towers Watson (WTW) T Rowe (TROW) Weyerhaeuser (WY) CBRE A (CBRE) Hartford (HIG) FirstEnergy (FE) Principal Financial (PFG) Southwest Airlines (LUV) VeriSign (VRSN) Laboratory America (LH) West Pharmaceutical Services (WST) CMS Energy (CMS) Monolithic (MPWR) LKQ (LKQ) Textron (TXT) Kimco (KIM) International Paper (IP) ABIOMED (ABMD) Bio-Rad Labs (BIO) Western Digital (WDC) Stanley Black Decker (SWK) Teleflex (TFX) Eastman Chemical (EMN) BorgWarner (BWA) Allegion PLC (ALLE) AO Smith (AOS) Universal Health Services (UHS) Mohawk Industries (MHK) **__Venerdì 28 Ottobre 2022__** Exxon Mobil (XOM) Chevron (CVX) AbbVie (ABBV) Charter Communications (CHTR) Colgate-Palmolive (CL) Aon (AON) WW Grainger (GWW) Coterra Energy (CTRA) Church&Dwight (CHD) Royal Caribbean Cruises (RCL) Newell Brands (NWL)

Technology, Media & Telecom Cognizant (CTSH) Q3 adj EPS $1.06 vs. est. $1.05; Q3 revs $4.7B vs. est. $4.72B; sees Q4 revenue $4.75B-$4.79B vs. est. $4.76B; sees FY21 adjusted EPS $4.02-$4.06 vs. est. $4.05; sees FY21 revenue approximately $18.5B vs. est. $18.47B. Flex Inc. (FLEX) 2Q adj EPS $0.48 vs est. $0.40 on revs $6.2B vs est. $6.3B; guides 3Q revs $6.1-6.5B vs est. $6.9B, sees FY adj EPS $1.70-1.85 vs est. $1.80, sees FY revs $24.8-25.8B vs est. $26B Formfactor (FORM) 3Q adj EPS $0.40 vs est. $0.36 on revs $190Mm vs est. $188.6Mm; guides 4Q revs $192-204Mm vs est. $192.4Mm, sees 4Q adj EPS $0.37-0.45 vs est. $0.39 Impinj Inc. (PI) 3Q adj EPS ($0.04) vs est. ($0.10) on revs $45.2Mm vs est. $44.1Mm; guides 4Q adj EPS ($0.04)-0.02 vs est. ($0.14), sees 4Q revs $46-48Mm vs est. $42.3Mm iHeartMedia’s (IHRT) subsidiary, iHeart Operations, Inc., repurchased and cancelled all of its 60K outstanding shares of Series A Perpetual Preferred Stock, utilizing cash on hand. KLA-Tencor (KLAC) Q1 non-GAAP EPS $4.64 vs. est. $4.52; Q1 revs $2.08B vs. est. $2.04B; sees Q2 non-GAAP EPS $4.95-$5.85 vs. est. $5.14; sees Q2 revs $2.23B-$2.43B vs. est. $2.23B; Cash flow from operations and free cash flow were both records at $863.8M and $794.8M, respectively Knowles Inc. (KN) 3Q adj EPS $0.45 vs est. $0.40 on revs $233Mm vs est. $232Mm; guides 4Q revs $230-235Mm vs est. $239.6Mm, sees 4Q adj EPS $0.43-0.45 vs est. $0.41 MKS Instruments (MKSI) Q3 Non-Gaap EPS $2.79 vs. est. $2.77; Q3 revs $742M vs. est. $725.44M; sees Q4 EPS about $2.85 vs. est. $2.82 and revs about $760M vs. est. $735.6M Mimecast Ltd. (MIME) is exploring a possible sale, WSJ reported, according to people familiar with the matter. Mimecast, which has a market value of about $4.5 billion, is working with bankers to consider options including a sale or taking a big investment NetGear (NTGR) 3Q adj EPS $0.50 vs est. $0.42 on revs $290.2Mm vs est. $295Mm; guides 4Q revs $250-265Mm vs est. $328.6Mm ServiceNow (NOW) Q3 adj EPS $1.55 vs. est. $1.38; Q3 revs $1.5B vs. est. $1.47B; subscription revenues of $1.43B, representing 31% year-over-year growth, 30% adjusted for constant currency; sees Q4 sub revs $1.51B-$1.52B and year sub revs $5.46B-$5.57B Twilio (TWLO) shares fell -12%; Q3 EPS Non-GAAP EPS $0.01 vs. est. loss (-$0.08); Q3 revs rose 65% to $740.2M vs. est. $680.5M; sees Q4 revs $760M-$770M vs. est. $744.7M but EPS loss (26c-23c) vs. est. loss (15c); more than 250,000 Active Customer Accounts as of September 30, 2021, compared to 208,000 Active Customer Accounts as of September 30, 2020. Tyler Technologies (TYL) 3Q adj EPS $2.01 vs est. $1.76 on revs $460.6Mm vs est. $425Mm; guides FY adj EPS $6.94-7.02 vs est. $6.77, sees FY revs $1.577-1.597B vs est. $1.55B Ultra Clean (UCTT) Q3 non-GAAP EPS $1.07 vs. est. $1.01; Q3 revs $553.7M vs. est. $542.27M; sees Q4 non-GAAP EPS $1.12-$1.29 vs. est. $1.02; Q4 revenue $590M-$630M vs. est. $544.76M Upwork (UPWK) Q3 adj EPS $0.04 vs est. $0.02 on revenue $128.1M vs est. $126.6m, adj EBITDA $8.2M vs est. $4.5M; sees Q4 rev $130M-$132M vs est. $129.35M, adj EPS (5c)-(3c) vs est. (2c), FY adj EPS 5c-7c vs est. 6c and sales $496M-$498M vs est. $493.7M Wolfspeed (WOLF) Q1 adj loss EPS (-$0.21) vs. est. loss (-$0.23); Q1 revs $156.6M vs. est. $149.17M; sees Q2 adj EPS loss (20c)-(16c) vs. est. loss (23c); sees Q2 revs $165M-$175M vs. est. $157.91M

PANW,MELI,DXCM,RGEN,BIIB,BK,SNPS,GOOG,CSCO,TEAM,CTSH,CDW,LULU,ORLY,GILD,NVDA,CHTR,AMD,EBAY,XLNX,LOW,WMT,PFE,MRNA,

$CTSH - damn

Unusually heavy option volume on today's open include $TER, $JNPR, $SWKS, $CTSH, and $BLK.

$CTSH 85C Jun

$QRVO, $QCOM, $CTSH drop on earnings

$CTSH, $PYPL, $QCOM, $MET, $EBAY a few with earnings after close today

Upgrades 1/29: $ADP $ADS $BA $CPRI $CTSH $EGBN $ENTA $FVCB $HYRE $ICHR $JACK $LXRX $MBCN $MEOH $MSI $NICE $OBNK $ONEM $PHM $RIDE $SLF $SLM $SR $UCTT $WDC $XONE $ZYME

$CTSH to $95

$CTSH upgrade, $95

Upgrades 1/20: $BA $CTSH $DAL $DKNG $EQR $ESS $HAL $LITE $NFLX $NS $PII $SAN $SBH $UFS $WSM

$CTSH unusual call sweep 566 April(16) 85 calls opened for $3.40. $192K premium. 103 OI

$CTSH unusual call sweep 566 April(16) 85 calls opened for $3.40. $192K premium. 103 OI

$CTSH to $91

Upgrades 10/29: $BBY $BJ $BX $CASH $CB $CRTO $CTSH $DB $E $EGHT $FBK $ITW $PINS $SAN $VNDA

SWEEP DETECTED: >>1958 $CTSH Oct20 76.0 Calls trade $0.389 (FT Theo=0.29) Above Ask! [MULTI] 15:41:27 IV=27.5% ISO - OPENING 52WeekHigh Vol=2005, OI=3,

Like $EGHT, $TWTR, $GME, $CTSH, $IMAX, $ALCO, $ATUS

$CTSH 70C Nov

weekly $68.5 Cs on CTSH active

$CTSH heating up

$CTSH 71.5C next week

selling CTSH as well

going to sell these ctsh Ws soon

filled on CTSH

Im not cognizant of CTSH

1875 $CTSH Sep20 4th 66.0 Calls trade $2.15

1875 $CTSH Sep20 4th 66.0 Calls trade $2.15

1875 $CTSH Sep20 4th 66.0 Calls trade $2.15 (FT Theo=2.05) ASKSIDE PHLX 14:51:47 IV=31.8% +4.5 FLOOR - OPENING Vol=1975, OI=10,

$CTSH up very nicely, along with $QCOM and $SFM

After hour earnings include $FB, $TDOC, $PYPL, $PI, $SFM, $CTSH, $LRCX

$FB, $PYPL, $TDOC, $PI, $CTSH, $SFM some of the companies with earnings after todays market close

$CTSH upgraded with target raised to $75