Periodicals
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It's new school… It's new school versus old school, and the new school doesn't stand a chance, Ben Levisohn writes in this week's edition of Barron's. The damage to the disrupters-or emerging tech, or growth-at-any-price-stocks is well known by now. Carvana (CVNA), for instance, was supposed to disrupt how people buy cars, but its stock has dropped 79% over the past 12 months, while its losses continue to grow. Robinhood Markets (HOOD) was supposed to change the way people invest-and maybe it did-but its stock has dropped 73% since closing at $38 after its first day of trading on July 29. Teladoc Health (TDOC), which has set out to replace a visit to the doctor with a video screen, has dropped 75% over the past 12 months. Part of the problem is that many companies that were dubbed disrupters were simply beneficiaries of the COVID-19 lockdowns, the author contends. Reference Link ShowHide Related Items >><< - 04/29/22
- Cathie Wood sees Teladoc as similar to Amazon.com
- 04/29/22
- Cathie Wood sees potential '10-fold increase' in Teladoc shares
- 04/29/22
- Cathie Wood calls Teladoc 'category killer' over next 5-10 years
- 04/29/22
- Cathie Wood says Teladoc story 'huge,' story is business-to-business
- 05/05/22
- Cathie Wood's ARK Investment bought 255.7K shares of Robinhood today
- 05/04/22
- Robinhood launches Stock Lending program
- 05/02/22
- Cathie Wood's ARK Investment bought 271K shares of Robinhood today
- 04/28/22
- Robinhood drops 10% to $9.10 after Q1 results miss estimates
- 04/27/22
- Carvana trading resumes
- 04/27/22
- Carvana trading halted, volatility trading pause
- 04/22/22
- Carvana rises 8.1%
- 04/21/22
- Carvana falls -8.8%
- 05/05/22 Barrington
- Barrington keeps Outperform rating on KAR Auction following quarterly results
- 05/04/22 Morgan Stanley
- Carvana downgraded to Equal Weight at Morgan Stanley on liquidity and costs
- 05/04/22 Morgan Stanley
- Carvana downgraded to Equal Weight from Overweight at Morgan Stanley
- 05/03/22 Wedbush
- Carvana price target lowered to $90 from $120 at Wedbush
- 05/02/22 Mizuho
- Robinhood price target lowered to $14 from $19 at Mizuho
- 04/29/22 JMP Securities
- Robinhood price target lowered to $36 from $41 at JMP Securities
- 04/29/22 Deutsche Bank
- Robinhood price target lowered to $10 from $11 at Deutsche Bank
- 04/29/22 Piper Sandler
- Robinhood price target lowered to $11 from $13 at Piper Sandler
- 05/05/22 Argus
- Teladoc cut to Hold at Argus after 'disappointing' Q1 amid increased competition
- 05/05/22 Argus
- Teladoc downgraded to Hold from Buy at Argus
- 04/28/22 Jefferies
- LifeStance weakness in sympathy with Teladoc 'unjustified,' says Jefferies
- 04/28/22 JPMorgan
- Teladoc downgraded to Neutral from Overweight at JPMorgan
- 04/27/22
- Teladoc sees FY22 EPS ($43.50)-($43.00), consensus ($1.53)
- 04/27/22
- Teladoc reports Q1 EPS ($41.58) vs ($1.31) year over year
- 04/27/22
- Notable companies reporting after market close
- 02/22/22
- Teladoc sees FY22 EPS ($1.60)-($1.40), consensus ($1.78)
- 04/28/22
- Robinhood reports Q1 EPS (45c), consensus (36c)
- 04/28/22
- Notable companies reporting after market close
- 01/27/22
- Robinhood sees Q1 revenue less than $340M, consensus $448.19M
- 01/27/22
- Robinhood reports Q4 EPS (49c), consensus (45c)
- 04/20/22
- Carvana no longer providing specific near-term guidance for the year
- 04/20/22
- Carvana reports Q1 EPS ($2.89), consensus ($1.43)
- 04/20/22
- Notable companies reporting after market close
- 02/24/22
- Carvana reports Q4 EPS ($1.02), consensus (82c)
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On The Fly
| ShowHide Related Items >><< - 05/04/22
- Zymeworks expects cash to fund operations into second half of 2023
- 04/29/22
- Zymeworks rises 31.7%
- 04/29/22
- Zymeworks rises 53.9%
- 04/29/22
- Zymeworks rises 48.0%
- 05/05/22
- Musk reveals equity commitments for $7.14B in new financing for Twitter deal
- 05/03/22
- Musk says Twitter may include 'slight cost' for government users
- 05/03/22
- Twitter testing Twitter Circle feature
- 05/03/22
- Elon Musk says Apple Store like having 30% internet tax
- 05/04/22
- Tupperware Brands falls -32.7%
- 05/04/22
- Tupperware Brands falls -30.3%
- 05/04/22
- Tupperware Brands falls -32.9%
- 05/04/22
- Tupperware Brands drops 23% to $13.76 after withdrawing 2022 guidance
- 04/29/22
- Cathie Wood sees Teladoc as similar to Amazon.com
- 04/29/22
- Cathie Wood sees potential '10-fold increase' in Teladoc shares
- 04/29/22
- Cathie Wood calls Teladoc 'category killer' over next 5-10 years
- 04/29/22
- Cathie Wood says Teladoc story 'huge,' story is business-to-business
- 04/06/22
- Skillsoft reports Q4 adjusted EBITDA up 24% y/y at $36M
- 12/22/21
- Skillsoft to acquire Codecademy for $525M in cash and stock
SFM Sprouts Farmers Market - $24.87 /
-6.535 (-20.81%) - 04/12/22
- Beyond Meat expands availability of Beyond Chicken Tenders
- 03/03/22
- Sprouts Farmers Market announces new $600M share repurchase program
- 02/24/22
- Sprouts Farmers Market appoints Nicholas Konat as COO
- 01/27/22
- Reed's launches multiple new beverages in Sprouts Farmers Market
- 05/04/22
- Sinclair Broadcast sees FY22 capital expenditures $98M-$108M
- 04/21/22
- Sinclair Broadcast to offer HDR content for Bally Sports networks in Q3
- 04/14/22
- Sinclair Broadcast, Charter reach comprehensive distribution agreement
- 04/14/22
- Sinclair Broadcast, USSI Global announce datacasting pilot
- 04/08/22
- Micron names Mark Murphy as EVP and CFO, effective April 18
- 04/05/22
- Micron appoints Mark Murphy as eVP, CFO
- 04/05/22
- Qorvo announces CFO Murphy departing to join Micron as its CFO
- 02/07/22
- Qorvo awarded $4.1M NIH contract for SARS-CoV-2/Flu Combo, Antigen Pooling
- 03/07/22
- Nevro announces positive Medicare coverage update from Noridian
- 02/11/22
- Nevro's back pain therapy demonstrates effiacy in published 12-month study
- 01/25/22
- Nevro responds to Medtronic's announcement of FDA approval of PDN
- 01/24/22
- Nevro falls -11.1%
- 05/04/22
- Fortinet announces suite of FortiGate appliances
- 04/14/22
- Fortinet, PGA Tour Canada announce long-term partnership
- 04/12/22
- Fortinet launches Security Awareness and Training service
- 04/04/22
- Fortinet announces release of FortiOS 7.2
- 05/03/22
- Denny's appoints Kelli Valade as CEO
- 03/20/22
- Fly Intel: Top five weekend stock stories
- 02/02/22
- Brinker 'on track' with prior expectations for the full year, says CFO Taylor
- 02/02/22
- Brinker rises 11.8%
- 05/05/22
- Cumulus Media announces modified dutch auction tender offer
- 05/04/22
- Cumulus Media board determines indication of interest 'undervalues' company
- 05/04/22
- Cumulus Media reiterates 2022 EBITDA view $175M-$200M
- 05/04/22
- Cumulus Media announces $50M share repurchase program
- 04/19/22
- Beachbody names Sue Collyn as new CFO, sees Q1 EBITDA slightly higher
- 03/22/22
- Wellbeing Digital's KGK completes clinical study for Shakeology
- 02/14/22
- Bionano Genomics appoints Klein as first Chief People Officer
- 12/02/21
- GXO Logistics, MYXfitness announce opening of Atlanta distribution center
AUPH Aurinia Pharmaceuticals - 02/28/22
- Aurinia expects cash to fund current plans for at least next few years
- 12/09/21
- Aurinia Pharmaceuticals reports 'positive' results from AURORA 2 study
- 11/22/21
- Aurinia sinks with buyout speculation seen as 'past its expiration'
- 03/24/22
- Autodesk to acquire The Wild, terms not disclosed
- 01/19/22
- Autodesk acquires Moxion cloud solution
- 01/06/22
- Autodesk names Rebecca Pearce Chief People Officer
- 12/16/21
- Autodesk to acquire ProEst, terms not disclosed
- 05/05/22 Wedbush
- Fortinet price target lowered to $340 from $370 at Wedbush
- 05/05/22 Deutsche Bank
- Fortinet price target raised to $320 from $250 at Deutsche Bank
- 05/05/22 Wells Fargo
- Fortinet price target raised to $400 from $360 at Wells Fargo
- 05/05/22 Mizuho
- Fortinet upgraded to Buy after 'very good' quarter at Mizuho
- 05/05/22 Guggenheim
- Zymeworks upgraded to Buy at Guggenheim amid low expectations
- 05/05/22 Guggenheim
- Zymeworks upgraded to Buy from Neutral at Guggenheim
- 03/15/22 Evercore ISI
- Zymeworks initiated with an Outperform at Evercore ISI
- 02/28/22 Piper Sandler
- Piper Sandler recommends ALX Oncology shares following 'quiet' Q4
- 05/05/22 Wells Fargo
- Wells Fargo upgrades Sinclair Broadcast to Overweight, raises target to $33
- 05/05/22 Wells Fargo
- Sinclair upgraded to Overweight from Equal Weight at Wells Fargo
- 04/26/22 EF Hutton
- Sinclair Broadcast initiated with a Buy at EF Hutton
- 04/19/22 Rosenblatt
- Sinclair Broadcast initiated with a Neutral at Rosenblatt
- 05/05/22 Citi
- Nevro upgraded to Buy from Neutral at Citi
- 05/05/22 Piper Sandler
- Nevro price target lowered to $64 from $65 at Piper Sandler
- 04/12/22 Truist
- Truist starts six stocks in Medical Supplies and Devices, assumes eight others
- 04/12/22 Truist
- Nevro assumed with a Hold at Truist
- 05/05/22 OTR Global
- Autodesk view upgraded to Positive from Mixed at OTR Global
- 02/28/22 Argus
- Autodesk price target lowered to $290 from $360 at Argus
- 02/25/22 KeyBanc
- Autodesk price target lowered to $260 from $300 at KeyBanc
- 02/25/22 Barclays
- Autodesk price target lowered to $275 from $289 at Barclays
- 05/05/22 Argus
- Twitter downgraded to Hold at Argus after board approves Musk buyout
- 05/05/22 Argus
- Twitter downgraded to Hold from Buy at Argus
- 04/29/22 Evercore ISI
- Evercore 'impressed' by Snap's product innovation after partner summit
- 04/28/22 Piper Sandler
- Twitter price target raised to $51.50 from $46 at Piper Sandler
- 05/05/22 Argus
- Teladoc cut to Hold at Argus after 'disappointing' Q1 amid increased competition
- 05/05/22 Argus
- Teladoc downgraded to Hold from Buy at Argus
- 04/28/22 Jefferies
- LifeStance weakness in sympathy with Teladoc 'unjustified,' says Jefferies
- 04/28/22 JPMorgan
- Teladoc downgraded to Neutral from Overweight at JPMorgan
SFM Sprouts Farmers Market - $24.87 /
-6.535 (-20.81%) - 05/05/22 BofA
- BofA double downgrades Sprouts to sell on price hikes, inflation
- 05/05/22 BofA
- Sprouts Farmers Market downgraded to Underperform from Buy at BofA
- 04/29/22 BofA
- Sprouts Farmers Market double upgraded to Buy at BofA on EPS upside
- 04/29/22 BofA
- Sprouts Farmers Market upgraded to Buy from Underperform at BofA
- 05/05/22 BMO Capital
- Brinker price target lowered to $48 from $60 at BMO Capital
- 05/05/22 Deutsche Bank
- Brinker price target lowered to $41 from $44 at Deutsche Bank
- 05/05/22 Barclays
- Brinker price target lowered to $37 from $44 at Barclays
- 05/05/22 Evercore ISI
- Brinker downgraded to In Line from Outperform at Evercore ISI
- 05/05/22 DA Davidson
- DA Davidson cuts Tupperware Brands to Neutral as macro and execution weigh on Q1
- 05/05/22 DA Davidson
- Tupperware Brands downgraded to Neutral from Buy at DA Davidson
- 05/05/22 Citi
- Tupperware Brands downgraded to Neutral from Buy at Citi
- 02/28/22 Citi
- Tupperware Brands price target lowered to $26 from $30 at Citi
- 05/05/22 Barclays
- Skillsoft reinstated with an Overweight at Barclays
- 01/13/22 Piper Sandler
- Skillsoft price target lowered to $10 from $12 at Piper Sandler
- 12/23/21 DA Davidson
- DA Davidson positive on Skillsoft acquisition of Codecademy
- 12/16/21 Citi
- Skillsoft price target lowered to $16 from $18 at Citi
- 05/05/22 Credit Suisse
- Beachbody Company initiated with a Neutral at Credit Suisse
- 03/29/22 BofA
- Beachbody Company initiated with a Neutral at BofA
- 11/17/21 Loop Capital
- Beachbody Company downgraded to Sell at Loop Capital on 'alarming' cash burn
- 11/17/21 Loop Capital
- Beachbody Company downgraded to Sell from Hold at Loop Capital
AUPH Aurinia Pharmaceuticals - 05/05/22 Cantor Fitzgerald
- Aurinia Pharmaceuticals assumed with an Overweight at Cantor Fitzgerald
- 05/04/22 H.C. Wainwright
- Aurinia Pharmaceuticals price target lowered to $30 from $33 at H.C. Wainwright
- 04/28/22 RBC Capital
- Aurinia Pharmaceuticals price target lowered to $22 from $27 at RBC Capital
- 03/01/22 RBC Capital
- Aurinia Pharmaceuticals price target lowered to $27 from $31 at RBC Capital
- 05/05/22 Barrington
- Cumulus Media initiated with an Outperform at Barrington
- 02/24/22 B. Riley
- Cumulus Media price target raised to $26 from $23 at B. Riley
- 09/24/21 B. Riley
- Cumulus Media price target raised to $28 from $22 at B. Riley
- 06/29/21 B. Riley
- Cumulus Media price target raised to $22 from $18 at B. Riley
- 05/05/22 Craig-Hallum
- Qorvo price target lowered to $180 from $225 at Craig-Hallum
- 05/05/22 Raymond James
- Qorvo price target lowered to $155 from $180 at Raymond James
- 05/05/22 Wells Fargo
- Qorvo price target lowered to $175 from $185 at Wells Fargo
- 05/05/22 Susquehanna
- Qorvo price target lowered to $120 from $150 at Susquehanna
- 05/04/22
- Zymeworks reports Q1 adjusted EPS ($1.17), consensus ($1.67)
- 02/24/22
- Zymeworks reports Q4 EPS (95c), consensus ($1.14)
- 04/28/22
- Twitter withdrawing previously provided outlook given pending acquisition
- 04/28/22
- Twitter reports Q1 EPS 90c, consensus 3c
- 02/10/22
- Twitter expects FY22 revenue growth in low to mid 20's range
- 02/10/22
- Twitter sees Q1 revenue $1.17B-$1.27B, consensus $1.26B
- 05/04/22
- Tupperware Brands withdraws 2022 adjusted EPS guidance
- 05/04/22
- Tupperware Brands reports Q1 adjusted EPS 12c, consensus 52c
- 02/23/22
- Tupperware Brands sees 2022 adjusted EPS $2.60-$3.20, consensus $3.13
- 02/23/22
- Tupperware Brands reports Q4 adjusted EPS 38c, consensus 52c
- 04/27/22
- Teladoc sees FY22 EPS ($43.50)-($43.00), consensus ($1.53)
- 04/27/22
- Teladoc reports Q1 EPS ($41.58) vs ($1.31) year over year
- 04/27/22
- Notable companies reporting after market close
- 02/22/22
- Teladoc sees FY22 EPS ($1.60)-($1.40), consensus ($1.78)
- 04/06/22
- Skillsoft sees FY23 revenue $765M-$790M, consensus $741.7M
- 04/06/22
- Skillsoft reports Q4 adjusted revenue $176M, consensus $176.9M
- 04/06/22
- Skillsoft reports Q4 EPS 6c, consensus
- 12/22/21
- Skillsoft reiterates FY22 outlook following deal for Codecademy
SFM Sprouts Farmers Market - $24.87 /
-6.535 (-20.81%) - 05/04/22
- Sprouts Farmers Market reports Q1 EPS 79c consensus 72c
- 02/24/22
- Sprouts Farmers Market sees FY22 EPS $2.14-$2.22, consensus $2.08
- 02/24/22
- Sprouts Farmers Market sees Q1 EPS 69c-73c, consensus 67c
- 05/04/22
- Sinclair Broadcast sees Q2 revenue $828M-$847M, consensus $1.64B
- 05/04/22
- Sinclair Broadcast reports Q1 EPS $35.39, consensus $1.07
- 04/11/22
- Sinclair Broadcast backs Broadcast segment Media revenues view of $709M-$725M
- 02/23/22
- Sinclair Broadcast sees Q1 revenue $1.52B-$1.54B, consensus $1.52B
- 05/04/22
- Qorvo sees Q1 EPS $2.00-$2.25, consensus $2.78
- 05/04/22
- Qorvo reports Q4 EPS $3.12, consensus $2.92
- 02/02/22
- Qorvo sees Q4 EPS $2.94 , consensus $2.87
- 02/23/22
- Nevro sees 2022 revenue $415M-$430M, consensus $424.28M
- 02/23/22
- Nevro sees Q1 revenue $85M-$87M, consensus $92.6M
- 02/23/22
- Nevro reports Q4 EPS (86c), consensus (86c)
- 01/10/22
- Nevro reports preliminary Q4 revenue $102.5M, consensus $96.56M
- 05/04/22
- Fortinet sees Q2 adjusted EPS $1.05-$1.10, consensus $1.13
- 05/04/22
- Fortinet sees FY22 adjusted EPS $5.00-$5.15, consensus $4.96
- 05/04/22
- Fortinet reports Q1 adjusted EPS 94c, consensus 79c
- 05/04/22
- Notable companies reporting after market close
- 05/04/22
- Brinker cuts FY22 EPS view to $3.05-$3.30 from $3.50-$3.80, consensus $3.47
- 05/04/22
- Brinker reports Q3 adjusted EPS 92c, consensus $1.02
- 02/02/22
- Brinker reports Q2 ex-items EPS 71c, consensus 51c
- 02/01/22
- Notable companies reporting before tomorrow's open
- 05/04/22
- Cumulus Media reports Q1 EPS (4c) vs. ($1.07) last year
- 02/23/22
- Cumulus Media reports Q4 EPS 84c, consensus 64c
- 03/02/22
- Beachbody Company sees Q1 revenue $170M-$180M, consensus $178.3M
- 03/01/22
- Beachbody Company reports Q4 EPS (48c), consensus (19c)
- 11/15/21
- Beachbody Company cuts FY21 revenue to $820M-$830M, consensus $964.1M
- 11/15/21
- Beachbody Company reports Q3 EPS (13c), consensus (15c)
AUPH Aurinia Pharmaceuticals - 02/28/22
- Aurinia Pharmaceuticals sees 2022 net revenue $115M-$135M
- 02/28/22
- Aurinia Pharmaceuticals reports Q4 EPS (25c) vs. (6c) last year
- 02/24/22
- Autodesk reports FY23 EPS $6.46-$6.83, consensus $6.78
- 02/24/22
- Autodesk sees Q1 non-GAAP EPS $1.30-$1.36, consensus
- 02/24/22
- Autodesk reports Q4 non-GAAP EPS $1.50, consensus $1.44
- 02/24/22
- Notable companies reporting after market close
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