Reply To: Traders Market Weekly: Jobs, Inflation and PMI Pressures

#42578
Truman
Participant

Affirm (AFRM 27.07, -4.16, -13.32%): reports Q4 (Jun) results, beats on revs, GMV increased 77% yr/yr; guides Q1 revs below consensus; guides FY23 revs below consensus
Gap (GPS 10.66, +0.65, +6.49%): beats by $0.10, reports revs in-line, comps of -10%; withdraws prior FY23 guidance
Dell (DELL 45.26, -2.64, -5.51%): beats by $0.04, reports revs in-line; notes demand environment has slowed as macro dynamics have become more challenging
Ulta Beauty (ULTA 434.35, +15.10, +3.60%): beats by $0.71, beats on revs, comps of +14.4%; guides FY23 EPS above consensus, revs above consensus, raises FY23 comp guidance
Workday (WDAY 181.00, +18.64, +11.48%): beats by $0.03, beats on revs; reaffirms FY23 subscription revs; reaffirms FY23 revenue guidance
Domo (DOMO 24.06, -4.61, -16.08%): beats by $0.07, misses on revs; guides Q3 EPS above consensus, revs below consensus; guides FY23 EPS above consensus, revs below consensus
Seagen (SGEN 147.53, -16.84, -10.25%): Merck (MRK) discussions to acquire Seagen (SGEN) hit a roadblock over price, according to Bloomberg.
Elastic (ESTC 81.00, -3.98, -4.68%): beats by $0.02, beats on revs; guides OctQ EPS in-line, revs in-line; guides FY23 EPS in-line, reaffirms FY23 revs guidance; also names AWS exec as chief product officer
Marvell (MRVL 53.35, -1.74, -3.16%): beats by $0.01, reports revs in-line; guides OctQ EPS in-line, revs in-line
Electronic Arts (EA 145.50, +17.89, +14.02%): moving on For The Win USA Today report that Amazon (AMZN) is interested in acquiring the company