Afleveringen
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On this episode of Stock Movers:
- Gap (GAP) shares sink after the company predicted a tariff impact of up to $300 million and revealed weakness at Banana Republic and Athleta. The retailer reiterated its guidance for sales and operating income this year, but this does not include the potential impact of tariffs, and has strategies to mitigate more than half of the tariff cost.
- Costco Wholesale (COST) shares rise after the company posted better-than-expected earnings in the third quarter, with earnings per share of $4.28, above Wall Street analysts' expectations. The company is navigating tariffs and economic turbulence by flexing its scale and devoted following, and is expected to implement price increases later in the year on a selective basis.
- Airbnb (ABNB) shares fall after Truist Securities cut its recommendation to sell from hold and lowered its price target to $106 from $112.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Ulta Beauty (ULTA) shares leap as much as 16% on Friday, the most intraday since November 2020, after the cosmetics retailer boosted its earnings per share forecast for the full year. Analysts flag strong execution at the company, with Citi noting that competitive pressures from new points of distribution, like Sephora, is abating.
- Cooper Cos (COO) shares slump after the contact lens maker cut its outlook for organic growth for the year even as the company reported better-than-expected results for the second quarter. The disappointing guidance spurred a downgrade at JPMorgan.
- Regeneron Pharmaceuticals (REGN) shares slump after Wells Fargo Securities cut the recommendation on Regeneron Pharmaceuticals Inc. to equal-weight from overweight. The company's Sanofi-partnered COPD treatment also unexpectedly failed in a Phase 3 study.See omnystudio.com/listener for privacy information.
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Zijn er afleveringen die ontbreken?
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On this episode of Stock Movers:
- Dell Technologies (DELL) is higher this morning after reporting a profit outlook for the year that beat analysts' estimates. The company reported a significant increase in orders for servers to run AI networks, with $12.1 billion in AI orders in the quarter ended May 2, surpassing the entirety of shipments in all of FY25. Dell expects profitability to improve in its computer and servers-and-storage businesses, and has accelerated share repurchases, which will boost profit on a per-share basis.
- Gap (GPS) is sinking on a tariff warning. The company predicted a tariff impact of up to $300 million and revealed weakness at Banana Republic and Athleta. Gap warned of a $250 million to $300 million hit from tariffs, but kept its guidance stable and said it has strategies to mitigate more than half of that cost.
- Costco (COST) shares nudged higher after the bell Thursday after the big-box retailer posted third quarter earnings per share that beat the average analyst estimate. The company is working well to soften tariff exposure and can gain further market share moving forward, according to some analysts.
- Red Robin (RRGB) shares are soaring this morning after the burger chain reported adjusted earnings per share of 19c for the first quarter, whereas analysts were expecting a loss of 51c per share. The company also reaffirmed its adjusted Ebitda guidance for the full year.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Dell Technologies (DELL) is higher this morning after reporting a profit outlook for the year that beat analysts' estimates. The company reported a significant increase in orders for servers to run AI networks, with $12.1 billion in AI orders in the quarter ended May 2, surpassing the entirety of shipments in all of FY25. Dell expects profitability to improve in its computer and servers-and-storage businesses, and has accelerated share repurchases, which will boost profit on a per-share basis.
- Gap (GPS) is sinking on a tariff warning. The company predicted a tariff impact of up to $300 million and revealed weakness at Banana Republic and Athleta. Gap warned of a $250 million to $300 million hit from tariffs, but kept its guidance stable and said it has strategies to mitigate more than half of that cost.
- Ulta (ULTA) share are higher this morning after the cosmetics retailer boosted its earnings per share forecast for the full year. Analysts flag strong execution at the company, with Citi noting that competitive pressures from new points of distribution, like Sephora, is abating.
- Costco (COST) shares nudged higher after the bell Thursday after the big-box retailer posted third quarter earnings per share that beat the average analyst estimate. The company is working well to soften tariff exposure and can gain further market share moving forward, according to some analysts.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Sanofi shares fall following mixed results of its experimental drug for a deadly lung condition.
- M&G's shares gain as much as 8.6% to reach the highest since June 2021, after Dai-ichi Life Holdings said it will acquire a 15% stake in the UK life insurer.
- Asian clothing-related stocks slip, amid broad market weakness, after Gap reported a tariff impact of as much as $300 million.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Costco Wholesale Corp. (COST) posted better-than-expected earnings in the third quarter, a sign that the nation’s largest club chain is flexing its scale and devoted following to navigate tariffs and other forces of economic turbulence. The retailer said it generated earnings per share of $4.28 for the quarter ended May 11, above what Wall Street analysts were expecting. The metric suggests that Costco is growing its business even as consumers prioritize necessities to save money.
- Dell Technologies Inc. (DELL) gave a profit outlook for the year that exceeded estimates and said it had seen a significant increase in orders for servers to run AI networks. Earnings, excluding some items, will be about $9.40 a share in the fiscal year ending in January 2026, an increase from a February forecast, Texas-based Dell said Thursday in a statement. The company reiterated its sales forecast of roughly $103 billion. Analysts, on average, projected profit of $9.21 a share on revenue of $103 billion.
- Red Robin (RRGB), reported adjusted earnings per share for the first quarter that beat the average analyst estimate. The burger franchise operator expects Adjusted EBITDA will be in a range of $13 million to $16 million in the second quarter of fiscal 2025. It's also forecasting comparable restaurant revenue results to include a headwind of approximately 240 basis points due to a 2024 benefit from the change in the Company's loyalty program not recurring in 2025, leading to a total decline in comparable restaurant sales of approximately 3%.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Best Buy (BBY) reduced its sales and profit outlook in response to US tariffs, sending shares lower. But in a sign of the trade war’s volatility, that forecast might soon be outdated after a US court on Wednesday struck down many of President Donald Trump’s levies. For what it’s worth, the company said comparable sales for the year will gain as much as 1%, down from a previous forecast of as much as 2%, assuming tariffs remain at current levels before any court-ordered changes. The retailer also cut its view on adjusted earnings.
- Salesforce (CRM) reported signs of traction in its new AI products, but that wasn’t enough to ease investor anxieties over a long trend of slowing revenue growth. Annual recurring revenue for Salesforce’s division that includes AI-focused tools such as data organization and agents crossed $1 billion in the period ended April 30, the company said. That’s up from $900 million in the previous quarter and “points to consistent AI demand,” Anurag Rana, an analyst at Bloomberg Intelligence, wrote in a note after the results.
- Uber (UBER) shares tumbled on the word that Tesla CEO Elon Musk has been testing self-driving Model Y cars on public streets in Austin. Tesla is poised to begin its long-awaited robotaxi service in Austin on June 12, according to a person familiar with the matter, a milestone in Elon Musk’s plan to reshape the company around driverless vehicles and artificial intelligence.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Tesla (TSLA) shares rise as the company begins its long-awaited robotaxi service in Austin on June 12th, sources tell Bloomberg. The date was discussed internally and could still change. The company this week operated a test vehicle on public roads in Austin with no one in the driver’s seat for the first time, according to the person.
United Airlines (UAL) shares gain after the airline and JetBlue agreed to a partnership called the Blue Sky alliance that will allow travelers to use loyalty points and book flights across the two carriers.They'll also integrate operations in the New York City area, which would pave the way for United's return to JFK and grant JetBlue access to Newark.
Best Buy (BBY) shares drop after the company reduced its sales and profit outlook for the year, and projections now reflect an assumption that tariffs stay at current levels for the rest of the year. JPMorgan analysts did say the guidance is "way better than feared"; Piper Sandler analysts note that guidance implies a rebound in margin trends in the back half of the year.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- JetBlue (JBLU) shares rise after the airline agreed to a partnership with United Airlines that will allow travelers to use loyalty points and book flights across both carriers. The partnership, called the Blue Sky alliance, will give United access to JetBlue's JFK flight slots for up to seven daily round trips starting in 2027.
- Elf Beauty (ELF) shares surge after the cosmetic company agreed to acquire Hailey Bieber’s beauty brand, Rhode, for $1 billion. The company also reported fourth-quarter results, but declined to issue fiscal 2026 financial guidance.
- Kohl's (KSS) shares rise after the company reported comparable sales that fell 3.9% in the three months ended May 3, slightly better than analysts' expectations. The company affirmed its full-year outlook and reported revenue of $3 billion for the quarter, roughly in line with analysts' expectations.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Nvidia (NVDA) shares are higher this morning after a positive earnings report showing it expects revenue of about $45 billion in the second fiscal quarter, despite new export restrictions costing about $8 billion in Chinese revenue. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment.
- Salesforce (CRM) is lower this morning despite raising its annual forecast. It's acquiring Informatica for about $8 billion to help customers implement AI tools sooner, and its fiscal first-quarter revenue increased 8% to $9.8 billion, exceeding Wall Street estimates. However, it's uncertain how it will integrate the company into
- HP (HPQ) is down this morning after its profit outlook fell short of estimates and it cut its annual earnings forecast due to a weaker economy and continuing costs from US tariffs on goods from China.
- Kohl's Corp. (KSS) shares are higher in the premarket as it reaffirmed its full-year outlook and reported revenue of $3 billion for the quarter, roughly in line with analysts' expectations. Kohl's is looking for a new leader after the ousting of its former CEO, Ashley Buchanan, and is currently being led by interim CEO Michael Bender.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Nvidia (NVDA) shares are higher this morning after a positive earnings report showing it expects revenue of about $45 billion in the second fiscal quarter, despite new export restrictions costing about $8 billion in Chinese revenue. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer systems to speed up AI deployment.
- Salesforce (CRM) is lower this morning despite raising its annual forecast. It's acquiring Informatica for about $8 billion to help customers implement AI tools sooner, and its fiscal first-quarter revenue increased 8% to $9.8 billion, exceeding Wall Street estimates. However, it's uncertain how it will integrate the company into
- HP (HPQ) is down this morning after its profit outlook fell short of estimates and it cut its annual earnings forecast due to a weaker economy and continuing costs from US tariffs on goods from China.
- Synopsys (SNPS) share are down after its adjusted EPS missed estimates and on a report the US Commerce Department told Electronic Design Automation groups including Cadence, Synopsys and Siemens EDA to stop supplying their technology to China. That's according to the Financial Times.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Adidas and Puma shares rallied as a US court blocked many of President Trump's tariffs on imports from dozens of countries. The stocks had slumped in April on concern over tariffs on clothing items imported from Asia.
- Luxury stocks including LVMH gained on hopes that the court ruling on tariffs would benefit demand for high-end goods. That was even as LVMH’s deputy chief executive officer indicated that a slump in demand for luxury items may still have some way to run.
- Auto Trader reported revenue for the full year that missed the average analyst estimate.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
Air taxi maker Joby (JOBY) shares were up today on the news that Toyota invested $250 million in the company. The investment, originally expected to close in 2024, is part of Toyota’s pledge to boost its total funding in the Santa Cruz, California-based company to $894 million. The latest tranche raises Toyota’s stake to 15.3%, surpassing that of Joby Chief Executive Officer JoeBen Bevirt. A US spokesman for Toyota confirmed the payment. Joby has said it expects the second tranche from Toyota to close later this year. Vail Resorts (MTN) shares rose the most since November 2020 after the ski resort operator said Executive Chairperson Rob Katz will return to the role of chief executive officer, replacing Kirsten Lynch, who stepped down. Lynch, who is also leaving the company’s board, will remain in an advisory role, the company said Tuesday. Katz, 58, served as CEO of the ski resort operator from 2006 to 2021. Stellantis (STLA) shares moved lower after the Detroit automaker appointed its Americas head Antonio Filosa as chief executive officer, relying on an experienced company insider to turn around the automaker after former boss Carlos Tavares was forced out over slumping sales and profit. Filosa, 51, will take the helm at the maker of Jeep sport utility vehicles and Fiat cars on June 23, Stellantis said Wednesday. He was promoted to head the company’s North American operations in October as part of a broader shake-up in the waning days of Tavares’ tenure, and has been with the group for more than two decades.
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Abercrombie & Fitch (ANF) shares jumped after the retailer upped its full-year outlook, suggesting confidence in its ability to navigate the changing tariff landscape. The fashion retailer now sees full year net sales growth of 3% to 6% up from its estimate of 3% to 5% in March. This included approximately $50 million of tariff expenses.
- GameStop (GME) shares fell after the company announced it bought 4,710 Bitcoin tokens. This is the video-game seller’s first Bitcoin purchase after it announced in March that it plans to add the cryptocurrency as a treasury reserve asset, following the model set out by Michael Saylor’s Strategy. At current prices, GameStop’s Bitcoin holdings are worth over $507 million.
- Nvidia (NVDA), the maker of chips vital to a massive build-out of AI infrastructure, will give an earnings report after the close of US trading Wednesday that provides investors with a sense of whether that flood of spending is sustainable. While demand remains strong from Nvidia’s large US customers, the company is facing growing restrictions on shipping its technology to China. The curbs have already forced Nvidia to take a $5.5 billion write-down, and they’re clouding the chipmaker’s prospects in a critical market.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Fair Isaac Corp. (FICO) shares snap five days of losses, after Baird raised the recommendation on the credit analytics firm to outperform from neutral, saying the recent regulatory risk driven pullback returns shares to valuation that can “enable good multi-year upside.”
- Abercrombie & Fitch (ANF) shares surge after the retailer raised its full-year outlook, showing confidence in navigating the changing tariff landscape. The retailer now expects full-year net sales growth of 3% to 6%, including $50 million of tariff expenses, and does not plan broad-based ticket increases.
- Fannie Mae (FNMA) shares rise after President Donald Trump said that the US government would retain guarantees and an oversight role over Fannie Mae and Freddie Mac even as he pursues a public offering for the mortgage giants.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Macy's (M) shares rise after the company posted better-than-expected quarterly results, with comparable-store sales falling less than analysts had anticipated and revenue of $4.6 billion surpassing the average estimate. The company maintained its sales outlook for the current year, despite new tariffs and moderation in consumer discretionary spending, and anticipates "modest" price increases.
- Abercrombie & Fitch (ANF) shares surge after the retailer raised its full-year outlook, showing confidence in navigating the changing tariff landscape. The retailer now expects full-year net sales growth of 3% to 6%, including $50 million of tariff expenses, and does not plan broad-based ticket increases.
- Vail Resorts (MTN) shares gain after the company said Executive Chairperson Rob Katz will return to the role of chief executive officer, replacing Kirsten Lynch, who stepped down. The company, based in Broomfield, Colorado, also reaffirmed financial guidance shared in April.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
Macy’s (M) posted better-than-expected quarterly results — a sign the department-store operator’s strategy of focusing on its best-performing locations is starting to pay off despite weakening consumer sentiment and tariff volatility.Comparable-store sales in the fiscal quarter ended May 3 fell less than analysts had anticipated, the company reported on Wednesday, while revenue of $4.6 billion in the period also surpassed the average estimate.
- Abercrombie & Fitch (ANF) shares rose sharply in premarket trading Wednesday after the retailer upped its full-year outlook, suggesting the retailer is confident in its ability to navigate the changing tariff landscape.The fashion retailer now sees full year net sales growth of 3% to 6% up from its estimate of 3% to 5% in March. This included approximately $50 million of tariff expenses.Comparable sales for the Abercrombie namesake brand fell 10% in the quarter ending May 3, a bigger drop than analysts were anticipating, the New Albany, Ohio-based company said. Hollister brand comparable sales were up 23%, far surpassing expectations.
- Okta (OKTA)shares are down 12% in premarket trading, after the cybersecurity company gave a weaker-than-expected outlook for second-quarter current remaining performance obligation. Analysts see the forecast as conservative.
- Vail Resorts (MTN) shares jump 11% in US premarket trading after the operator of ski resorts reappointed Rob Katz as CEO, succeeding Kirsten Lynch, and reaffirmed its fiscal 2025 guidance. Analysts see the leadership change as positive, with JPMorgan upgrading its rating on the stock.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Macy's (M) posted better-than-expected quarterly results — a sign the department-store operator’s strategy of focusing on its best-performing locations is starting to pay off despite weakening consumer sentiment and tariff volatility. Comparable-store sales in the fiscal quarter ended May 3 fell less than analysts had anticipated, the company reported on Wednesday, while revenue of $4.6 billion in the period also surpassed the average estimate.
- Stellantis NV (STLA) appointed its Americas head Antonio Filosa as chief executive officer, relying on an experienced company insider to turn around the automaker after former boss Carlos Tavares was forced out over slumping sales and profit. Filosa, 51, will take the helm at the maker of Jeep sport utility vehicles and Fiat cars on June 23, Stellantis said Wednesday. He was promoted to head the company’s North American operations in October as part of a broader shake-up in the waning days of Tavares’ tenure, and has been with the group for more than two decades.
- Honeywell International Inc. (HON) agreed to cooperate with Elliott Investment Management and add a member of the activist shareholder to its board as the industrial firm prepares to split into three companies. Honeywell named Marc Steinberg, a partner at Elliott, as an independent director and audit committee member, the Charlotte, North Carolina-based manufacturer said in a statement on Wednesday. The appointment is effective May 31.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Stellantis appointed its Americas head Antonio Filosa as chief executive officer, relying on an experienced company insider to turn around the automaker after former boss Carlos Tavares was forced out over slumping sales and profit.
- Soitec shares plunge as much as 26% after the company withdrew its guidance for 2026 and its medium-term revenue and Ebitda margin targets, citing reduced visibility and market uncertainties.
- Kingfisher shares drop as much as 5.4%, the most in two months, after the DIY retailer left investors disappointed by not upgrading its annual profit guidance, according to analysts, despite better weather in the UK helping like-for-like sales to come in ahead of expectations in the first quarter.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- OKTA: Okta shares fell in postmarket trading after the cybersecurity company’s second-quarter forecast for current remaining performance obligation fell short of the average analyst estimate. Okta's muted growth view of 10-11% for current remaining performance obligations in fiscal 2Q26 implies a sharp deceleration from its 1Q results and could be due to a longer sales cycle, even with the company's expanded product suite and exposure to demand for identity security in AI-agent deployments, according to Bloomberg Intelligence.
- MTN: Vail Resorts shares jumped in extended trading after the operator of ski resorts said it reappointed Rob Katz as CEO, succeeding Kirsten Lynch, who has stepped down from the role. The company also reaffirmed its fiscal 2025 guidance. Katz will continue to serve as the chairperson of the board, which comprises 11 directors, according to a press release.
- TSLA: Tesla Inc.’s inroads in self-driving, robots and home energy systems is keeping Baillie Gifford invested in Elon Musk’s company, even after trimming its stake substantially, a director at the Scottish asset manager said. “Our holding in Tesla has not vanished completely. It’s smaller than it has been, but it’s a company that we’ll continue to watch,” Hamish Maxwell, a director and analyst with Baillie Gifford’s Scottish Mortgage Investment Trust said Tuesday in an interview.See omnystudio.com/listener for privacy information.
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