Reply To: Traders Market Weekly: Global Market Dislocation at a Precipice

#44224
Truman
Participant

Eli Lilly (LLY 301.10 +4.62 (+1.56%): UBS upgraded to Buy from Hold; receives FDA approval for Retevmo
Block (SQ 58.29 -1.16 (-1.95%): downgraded to Neutral from Buy at Mizuho
NIKE (NKE 100.19 +0.40 (+0.40%): initiated with an Outperform at RBC Capital Mkts
Target (TGT 158.55 -0.48 (-0.30%): will introduce holiday savings earlier than ever, starting with the “biggest Target Deal Days event yet” – expects to hire up to 100,000 seasonal team members
Accenture (ACN 264.00 -1.42 (-0.54%): beats by $0.03, reports revs in-line; guides FY23 EPS below consensus; raises dividend; approves $3.0 bln of additional share repurchase authority
Darden Restaurants (DRI 128.00 -3.28 (-2.50%): reports EPS in-line, revs in-line; reaffirms FY23 EPS guidance, revs guidance; Q1 comps +4.2%
FactSet (FDS 425.00 -5.45 (-1.27%): misses by $0.08, beats on revs; guides FY23 EPS in-line, revs above consensus
Salesforce (CRM 150.99 +3.36 (+2.28%): targets $50 bln in revs by FY26, a 17% CAGR; expects $31 bln in revs for FY23
Lennar (LEN 75.00 -0.92 (-1.21%): beats by $0.32, misses on revs, deliveries increased 13%; Sees Q4 new orders of 14-15K and deliveries of 20-21K
KB Home (KBH 27.40 -0.62 (-2.21%): beats by $0.19, misses on revs, homes delivered increased 6% yr/yr; expects housing revs of $1.95-2.05 bln in Q4