Reply To: Traders Market Weekly: Inflation and the Fed

#49061
Truman
Participant

Microsoft (MSFT 248.31, +0.91, +0.4%): named a top pick for 2023 by Goldman Sachs
Netflix (NFLX 318.75, +8.49, +2.7%): upgraded to Overweight from Equal Weight at Wells Fargo
Costco (COST 479.00, -2.42, -0.5%): misses by $0.06, misses on revs
Vail Resorts (MTN 255.46, +4.25, +1.7%): misses by $0.11, beats on revs; reaffirms FY23 net income guidance and resort reported EBITDA guidance
Broadcom (AVGO 553.00, +21.92, +4.1%): beats by $0.16, reports revs in-line; guides JanQ revs above consensus; will resume authorized share repurchases for remaining $13 bln; increasing quarterly dividend 12% to $4.60/share
RH (RH 270.10, +3.72, +1.4%): beats by $0.97, beats on revs; raises low end of FY23 revenue growth guidance range, raises adj. operating margin guidance
Vale S.A. (VALE 16.75, +0.32, +2.0%): upgraded to Overweight from Equal Weight at Morgan Stanley
DocuSign (DOCU 48.63, +4.88, +11.2%): beats by $0.15, beats on revs, beats on billings; guides Q4 revs slightly below consensus; Billings rose 17% yr/yr to $659.4 mln vs $584-594 mln prior guidance.
lululemon athletica (LULU 349.15, -25.36, -6.8%): beats by $0.04, beats on revs, comps of +22%; guides Q4 EPS in-line, revs in-line; expects to double net revs to $12.5 bln by 2026
Bath & Body Works (BBWI 43.91, +1.76, +4.2%): Third Point discloses 6.02% stake per 13D filing