Reply To: Traders Market Weekly: Rates, Debt and the Fed

#53733
Truman
Participant

Coinbase Global (COIN 63.47, +1.40, +2.3%): misses by $1.05, beats on revs; guides for sequential increase in subscription and services revenue of 10.4% at midpoint

Palo Alto Networks (PANW 183.00, +16.11, 9.7%): beats by $0.27, reports revs in-line; guides Q3 EPS above consensus, revs below consensus; guides FY23 EPS above consensus, revs in-line

Keysight (KEYS 168.51, -14.47, -7.9%): beats by $0.17, reports revs in-line; guides Q2 EPS in-line, revs below consensus

Stellantis (STLA 17.10, +0.44, +2.6%): reports FY22 results; beats on revs; approves share buyback program

Chesapeake Energy (CHK 79.19, +1.15, +1.5%): beats by $1.32, beats on revs, net cash provided by operating activities of $1.05 bln; expects FY23 CapEx of $1.765-1.835 bln; has executed an agreement to sell a portion of its remaining Eagle Ford asset to INEOS Energy for $1.4 bln

Toll Brothers (TOL 56.95, +1.18, +2.1%): beats by $0.31, beats on revs; reaffirms FY23 EPS guidance

Baidu (BIDU 150.01, +9.19, +6.5%): beats by CNY2.78, beats on revs; authorizes $5 billion share repurchase program

ZipRecruiter (ZIP 19.61, -3.64, -15.7%): beats on EPS and revs; guides Q1 and FY23 revs below consensus; downgraded to Outperform from Strong Buy at Raymond James

CoStar Group (CSGP 65.97, -10.05, -13.2%): beats by $0.03, reports revs in-line; guides Q1 EPS below consensus, revs below consensus; guides FY23 EPS below consensus, revs below consensus; News Corp. (NWSA) no longer engaged in discussions with CoStar Group regarding a potential sale of Move, Inc.

TJX (TJX 79.35, +0.53, +0.7%): reports EPS in-line, beats on revs; guides Q1 EPS below consensus; guides FY24 EPS below consensus; raises dividend 13% and approves new $2.0 bln stock buyback plan

Intel (INTC 25.92, -0.14, -0.5%): reaffirms 1Q23 EPS and revenue guidance and lowers quarterly dividend to $0.125/share, equating to new annualized yield of about 1.9%