| Yesterday | ||||
UP AFTER EARNINGS:… UP AFTER EARNINGS: Aclaris (ACRS) up 8.0%... WW International (WW) up 6.8%... Matador Resources (MTDR) up 6.0%... B&G Foods (BGS) up 5.7%... Alarm.com (ALRM) up 5.3%... Nevro (NVRO) up 3.4%... Infinera (INFN) up 3.4%... Evolent Health (EVH) up 3.1%... Paratek Pharma (PRTK) up 2.8%... Adamas Pharma (ADMS) up 1.9%... Akcea Therapeutics (AKCA) up 1.9%. DOWN AFTER EARNINGS: SmileDirectClub (SDC) down 20.5%... Revolve Group (RVLV) down 18.1%... Supernus Pharma (SUPN) down 15.0%... Insulet (PODD) down 12.1%... Southern Copper (SCCO) down 9.3%... Toll Brothers (TOL) down 9.0%... Vicor Corp (VICR) down 8.7%... Penumbra (PEN) down 6.9%... Unisys (UIS) down 6.1%... Planet Fitness (PLNT) down 5.9%... Virgin Galactic (SPCE) down 5.7%... RealReal (REAL) down 5.1%... Ormat Technologies (ORA) down 3.8%... Iovance Biotherapeutics (IOVA) down 3.1%... Exelixis (EXEL) down 3.1%... Evertec (EVTC) down 3.0%... Salesforce (CRM) down 2.1%... Jazz Pharma (JAZZ) down 1.8%... Caesars (CZR) down 1.6%... Amarin Corp (AMRN) down 1.4%... Red Robin (RRGB) down 1.3%. ALSO LOWER: Vanda Pharma (VNDA) down 7.6% after Phase 3 study of tradipitant did not meet primary endpoint... Disney (DIS) down 1.7% after naming new CEO. Movers as of 18:30ET. | ||||
Sees FY20 expected… Sees FY20 expected adjusted EBITDA % of revenue range of (16.0%)-(15.0%). | ||||
Sees Q1 expected adjusted… Sees Q1 expected adjusted EBITDA % of revenue range of (26.0%)-(24.0%). | ||||
Reports Q4 revenue… Reports Q4 revenue $97.3M, consensus $90.54M. | ||||
Notable companies… Notable companies reporting after the market close, with earnings consensus, include Salesforce (CRM), consensus 55c... Alcon (ALC), consensus 46c... Caesars (CZR), consensus (11c)... Planet Fitness (PLNT), consensus 41c... Toll Brothers (TOL), consensus 45c... SmileDirectClub (SDC), consensus (9c)... WW International (WW), consensus 38c... Infinera (INFN), consensus (2c)... RealReal (REAL), consensus (19c). | ||||
| Friday | ||||
Catch up on today's… Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. RealReal (REAL) upgraded to Outperform from Market Perform at Raymond James with analyst Aaron Kessler saying he expects continued positive near-term fundamental trends, including strong gross merchandise volume growth and margin improvement. 2. Sprouts Farmers Market (SFM) upgraded to Outperform from Market Perform at Bernstein with analyst Brandon Fletcher saying the recent drop in Sprouts shares seems to rely too heavily on the read-through from Lucky's Market's bankruptcy. 3. Chewy (CHWY) upgraded to Outperform from Sector Perform at RBC Capital with analyst Mark Mahaney saying he sees FY20 as a profitability inflection year for the company and believes that the stock offers "highly favorable" risk-reward given its "strong sustainable fundamentals," including 25% annual revenue growth and "materially" expanding margins. 4. WW (WW) upgraded to Buy from Neutral at DA Davidson with analyst Linda Bolton Weiser saying her proprietary data suggests that this is a good time to buy shares and consensus calling for 5% sales growth in 2020 appears to be modest with her estimated subscriber growth potential of at least 10%. 5. ShockWave Medical (SWAV) upgraded to Buy from Neutral at BofA with analyst Bob Hopkins citing the strong start to the company's below-the-knee launch. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here. | ||||
Check out today's top… | ||||
Raymond James analyst… Raymond James analyst Aaron Kessler upgraded RealReal to Outperform from Market Perform with a $21 price target. The analyst expects continued positive near-term fundamental trends, including strong gross merchandise volume growth and margin improvement. As such, he believes Street estimates for RealReal are likely conservative. Kessler remains positive on the resale market increasingly shifting online with RealReal as the leader in the luxury segment. In addition, the stock's valuation has become attractive, Kessler tells investors in a research note. | ||||
Raymond James analyst… Raymond James analyst Aaron Kessler upgraded RealReal to Outperform from Market Perform with a $21 price target. | ||||
| Over a week ago | ||||
BMO Capital analyst… BMO Capital analyst Simeon Siegel initiated coverage of RealReal with an Outperform rating and $19 price target. As consumers grow more comfortable with the resale market, RealReal should see further buyer growth coupled with average order value improvement, Siegel tells investors in a research note. | ||||