Reply To: Traders Market Weekly: Hedge Funds, Bonds and China Distortion

#63713
Truman
Participant

PENN Entertainment (PENN 28.50, +3.66, +14.7%): beats by $0.07, reports revs in-line

Rivian Automotive (RIVN 24.96, +0.16, +0.7%): beats by $0.35, beats on revs; sees 2023 production of 52K vehicles (up from 50K)

Lyft (LYFT 10.96, -0.60, -5.2%): beats by $0.17, reports revs in-line, adjusted EBITDA of $41.0 mln vs. guidance of $20-$30 mln; guides Q3 revs above consensus; Says momentum is strong heading into Q3, expects rideshare growth of about 20% in Q3

Akamai Tech (AKAM 100.90, +5.95, +6.3%): beats by $0.08, reports revs in-line; guides Q3 EPS above consensus, revs above consensus; guides FY23 EPS above consensus, revs above consensus

Duolingo (DUOL 145.00, +9.00, +6.6%): beats by $0.28, beats on revs; sees Q3 revs in-line, sees FY 23 revs in-line

Doximity (DOCS 24.40, -8.39, -25.6%): beats by $0.05, beats on revs; guides Q2 revs below consensus; guides FY24 revs below consensus; announces plans to reduce workforce by approximately 10%

Upstart (UPST 43.50, -8.25, -15.9%): beats by $0.13, reports revs in-line; guides Q3 revs below consensus

Take-Two (TTWO 145.23, +5.09, +3.6%): misses by $0.16, misses on revs; guides Q2 EPS below consensus, revs below consensus; lowers FY24 EPS below consensus, reaffirms FY24 revs below consensus

Twilio (TWLO 61.78, +3.38, +5.8%): beats by $0.24, beats on revs; guides Q3 EPS above consensus, revs below consensus; Optimistic revenue growth will reaccelerate during 2024

Topgolf Callaway Brands (MODG 16.81, -1.44, -7.9%): beats by $0.25, reports revs in-line; guides Q3 revs below consensus; reaffirms FY23 EPS guidance, revs guidance

Super Micro Computer (SMCI 296.60, -51.34, -14.8%): beats by $0.60, beats on revs; guides Q1 EPS in-line, revs in-line; guides FY24 revs in-line

GoodRx (GDRX 8.54, -0.20, -2.3%): beats by $0.01, beats on revs; guides Q3 revs below consensus; lowers top end of FY23 revenue guidance