Fly Intel: After Hours Movers » 19:0302/2002/20/20
EHTH, AERI, ZIXI, BAND, DBX, NCMI, TXRH, SFM, GLOB, SSRM, PRA, CATM, SBAC, FND, BXRX, S, TRUE, FSLR, LTHM, ZS, APPN, CNDT, BOOM, PBYI, BLDR, FSLY, BYD, ENV, CUBE, BJRI, ROG, COG, OLED, OEC, NBR, CVA, VICI, ASPN, FIT
UP AFTER EARNINGS:…
UP AFTER EARNINGS: eHealth (EHTH) up 17.7%... Aeri Pharma (AERI) up 15.1%... Zix Corp (ZIXI) up 11.9%... Bandwidth (BAND) up 11.7%... Drobox (DBX) up 10.9%... National CineMedia (NCMI) up 8.0%... Texas Roadhouse (TXRH) up 7.2%... Sprouts Farmers (SFM) up 6.1%... Globant (GLOB) up 5.1%... SSR Mining (SSRM) up 4.4%... Pro Assurance (PRA) up 3.2%... Cardtronics (CATM) up 2.4%... SBA Communications (SBAC) up 1.9%... Floor&Decor (FND) up 1.4%. ALSO HIGHER: Baudax Bio (BXRX) up 21.5% after FDA approval of Anjeso for pain management... Sprint (S) up 5.2% after modifying T-Mobile combination closing as early as Apr. 1st. DOWN AFTER EARNINGS: TrueCar (TRUE) down 23.5%... First Solar (FSLR) down 13.7%... Livent Corp (LTHM) down 13.2%... Zscaler (ZS) down 12.3%... Appian Corp (APPN) down 10.6%... Conduent (CNDT) down 9.7%... DMC Global (BOOM) down 9.7%... Puma Biotechnology (PBYI) down 8.1%... Builders FirstSource (BLDR) down 7.7%... Fastly (FSLY) down 5.7%... Boyd Gaming (BYD) down 5.0%... Envestnet (ENV) down 4.3%... CubeSmart (CUBE) down 4.1%... BJ's Restaurants (BJRI) down 3.9%... Rogers Corp (ROG) down 3.9%... Cabot Oil (COG) down 3.8%... Universal Displays (OLED) down 2.9%... Orion Engineered Carbons (OEC) down 2.6%... Nabors (NBR) down 2.6%... Covanta Holding (CVA) down 2.4%... Vici Properties (VICI) down 1.9%... Aspen Aerogels (ASPN) down 1.6%... Fitbit (FIT) down 1.2%. Movers as of 18:30ET.
Texas Roadhouse up 7% after reporting Q4 earnings 17:0102/2002/20/20
VICI Properties sees 2020 adjusted FFO $1.50-$1.54, consensus $1.66 » 16:2502/2002/20/20
VICI said, "The…
VICI Properties reports Q4 EPS adjusted FFO 37c, consensus 32c » 16:2302/2002/20/20
Reports Q4 revenue…
Reports Q4 revenue $237.5M, consensus $236.2M. The company said, "In 2019, through the great work of our team and through the unstinting support of our stockholders, VICI continued to transform itself and its sector. We announced $4.9 billion of acquisitions, representing all arms-length gaming net-lease transactions among publicly-traded companies, and we raised $2.6 billion of equity, including the largest-ever REIT follow-on offering of primary shares. VICI completed its inaugural unsecured notes issuance in November 2019, enhancing our balance sheet and laddering our maturities while replacing the Caesars Palace CMBS secured debt with unsecured debt, marking a key step on our path to an investment grade rating. We increased adjusted EBITDA by over 17%, or $124 million, to $847 million, yielding 100% flow-through on our 2019 adjusted revenue growth of approximately $124 million. We also raised our dividend for the second consecutive year, maintained a solid, low-levered balance sheet and doubled our roster of best-in-class gaming operators by adding Hard Rock International and Century Casinos Inc. as tenants. Our 2019 total return performance of 43.2% puts VICI in the top position amongst gaming net lease REITs and top three amongst all triple net lease REITs for 2019 total return. We increased our total enterprise value by over 45%, to $15.5 billion on December 31, 2019, meaning that in just over two years we have become the third largest American Triple Net REIT by enterprise value"
Texas Roadhouse sees FY20 capital expenditures of $210M-$220M » 16:1702/2002/20/20
Sees FY20 commodity cost…
Sees FY20 commodity cost inflation of 1.0% to 2.0%, mid-single digit growth in labor dollars per store week, and an income tax rate of 14.0% to 15.0%.
Texas Roadhouse says comparable restaurant sales up 6.4% for first 7 weeks » 16:1602/2002/20/20
The company reported…
Texas Roadhouse sees positive comparable restaurant sales growth for FY20 16:1502/2002/20/20
Texas Roadhouse reports Q4 comparable restaurant sales increase of 4.4% » 16:1402/2002/20/20
Q4 comparable restaurant…
Texas Roadhouse reports Q4 EPS 61c, consensus 52c » 16:1302/2002/20/20
Reports Q4 revenue…
BJ's Restaurants reports Q4 diluted EPS 75c, may not compare to consensus 45c » 16:1002/2002/20/20
Reports Q4 revenue…
Reports Q4 revenue $291.1M, consensus $292.31M. Q4 diluted net income per share benefited from a 21c net gain related to the adoption of ASU 2016-02 on January 2, 2019, which impacted the accounting for leases and sale-leaseback transactions.