JMP Securities

TD Ameritrade Holding Corp. (NASDAQ: AMTD) shares jumped 24% on Thursday and Charles Schwab Corporation (NYSE: SCHW) shares gained 11% on reports that a merger between the two online brokers could be imminent. Fox Business reported Schwab wants to buy TD Ameritrade for $26 billion. A combination of...

Datadog Inc (NASDAQ: DDOG) shares got off to a hot start on the public market following the company’s IPO in September. After pricing its IPO at $27 per share, Datadog jumped nearly 50% on its first day of trading and has held onto most of those gains in the stock’s first month of...

James River Group Holdings, Ltd. (NASDAQ: JRVR) stock plummeted on Wednesday, dropping more than 20%, after the company said it is canceling all insurance policies with its largest customer, a subsidiary of Uber Technologies Inc (NYSE: UBER). The decision led one sell-side firm to downgrade the...

Sell-side analysts remained bullish on Lennar Corporation (NYSE: LEN) after the homebuilder beat estimates in the third quarter, and sent signals that homebuyers aren't yet worried about a downturn. Lennar reported diluted third-quarter earnings of $1.59 per share, beating the consensus...

Tesla Inc. (NASDAQ: TSLA) overpromised rather than underperformed, sell-side analysts said after its Wednesday deliveries announcement, with several noting the company continues to deliver more vehicles each quarter and is largely keeping its growth story on track. The electric carmaker came...

Shares of Adobe Inc (NASDAQ: ADBE) continued to fall on Wednesday after missing expectations on subscription bookings and lowering guidance for its Digital Experience business. Several sell-side analysts kept Buy recommendations on the stock, saying those negatives masked continued Accounting Rate...

Shares of Crowdstrike Holdings Inc (NASDAQ: CRWD) were slipping Friday, giving back some of the strong gains they've notched since their June IPO. The weakness has come despite the cybersecurity company's beat-and-raise second-quarter report Thursday.  The Analysts JMP...

The video-first, unified communications platform company Zoom Video Communications Inc (NASDAQ: ZM) reported second-quarter results Thursday that were highlighted by revenue that nearly doubled year-over-year and a surprise profit. Here's how the Street reacted.  JMP: Much To...

Docusign Inc (NASDAQ: DOCU) shares soared 20% on Friday after the company reported second-quarter earnings and blew third-quarter guidance expectations out of the water. DocuSign missed second-quarter EPS estimates but beat on revenue. Friday’s big move was likely in response to the company...

Cloudera Inc (NYSE: CLDR) shares rallied more than 14% on Thursday after the company reported better-than-expected second-quarter numbers, including a 2 cent EPS loss and $196.7 million in revenue. Wall Street analysts expected a 10-cent EPS loss and $182 million in revenue. Looking ahead,...

Mongodb Inc (NASDAQ: MDB) shares sank more than 9% on Thursday after the company reported a mixed second quarter on Wednesday afternoon. MongoDB’s adjusted EPS in the quarter was a loss of 26 cents, missing consensus estimates by 2 cents. Revenue for the quarter was $99.37, beating analyst...

Nutanix, Inc. (NASDAQ: NTNX) shares continued to soar Thursday after a stronger-than-expected quarter and more confident guidance, but much of the sell-side remained cautious as it transitions from a hardware business to one selling software subscriptions. The company reported continued losses and...

Cree, Inc. (NASDAQ: CREE) shares tumbled 16% on Wednesday after the chipmaker beat earnings and sales estimates for the fiscal fourth quarter but disappointed Wall Street with a lackluster outlook. Cree reported fourth-quarter adjusted EPS of 11 cents on revenue of $251 million. Both numbers beat...

Uber Technologies Inc. (NYSE: UBER) continued to find some sell-side appreciation on Monday despite ongoing investor squeamishness over a disappointing second quarter report last week in which it missed revenue and earnings estimates.  JMP Securities on Monday joined a small chorus of analysts...

The quite period for Crowdstrike Holdings Inc (NASDAQ: CRWD) has come to an end after its initial public offering on June 12. Multiple analysts are now able to publicly discuss their thoughts on the cloud-delivered cybersecurity company that leverages artificial intelligence to protect customers....