Insider Trading Wed 9/20/23

Notable purchases -- Execs add to HAIN; notable sales -- Directors active in RHP

Buyers:

• AVGO  Director bought 1,000 shares at $858.9582 worth ~$859K.
• CBSH Director bought 5,000 shares at $48.1003 worth ~$241K.
• DOMO Founder and CEO bought 39,300 shares at $9.65 - $9.98  worth ~$384K.
• EHTH Director bought 15,000 shares at $6.92 - $7.10 worth ~$106K.
• HAIN President / CEO and Global Chain Supply Chain Officer bought a total of 40,000 shares at $9.96 - $10.18 worth more than $400K.
• RXO Director bought 11,186 shares at $17.92  worth ~$200K.
• SOL Chairman / 10% owner bought 139,568 shares at ~$3.10 worth ~$433K.

Sellers:

• RHP Directors (2) sold 2,815 shares at $85.13 - $85.71 worth ~$240K.

Domo (DOMO) reported earnings on Thur 2 Dec 2021 (a/h)

 

Domo beats by $0.02, beats on revs; guides FY22 EPS above consensus, revs in-line 

• Reports Q3 (Oct) loss of $0.32 per share, excluding non-recurring items, $0.02 better than the S&P Capital IQ Consensus of ($0.34); revenues rose 21.5% year/year to $65.1 mln vs the $64.31 mln S&P Capital IQ Consensus.
  • Billings were $70.2 million or 26% year-over-year growth
  • Remaining Performance Obligations (RPO) was $296.9 million as of October 31, 2021, an increase of 19% year over year
  • RPO expected to be recognized as revenue in the next twelve months was $190.6 million as of October 31, 2021, an increase of 24% year over year
• Co issues guidance for FY22, sees EPS of ($1.30)-($1.26), excluding non-recurring items, vs. ($1.32) S&P Capital IQ Consensus; sees FY22 revs of $254.5-255.5 mln vs. $254.72 mln S&P Capital IQ Consensus.

Domo (DOMO) reported earnings on Thur 3 Dec 20 (a/h)

 ** charts after earnings **

 

Domo beats by $0.04, beats on revs; guides Q4 EPS in-line, revs in-line

Reports Q3 (Oct) loss of $0.40 per share, excluding non-recurring items, $0.04 better than the S&P Capital IQ Consensus of ($0.44); revenues rose 19.6% year/year to $53.6 mln vs the $51.76 mln S&P Capital IQ Consensus.

Billings were $55.7 million or 25% year-over-year growth.

Co issues in-line guidance for Q4, sees EPS of ($0.46) - ($0.42), excluding non-recurring items, vs. ($0.43) S&P Capital IQ Consensus; sees Q4 revs of $53.3-54.3 mln vs. $53.31 mln S&P Capital IQ Consensus.

This week's biggest % winners & losers : Dec 2 - 6, 19 (wk 49)

The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top % gainers

• Healthcare: BOLD (59.25 +104.1%), AUPH (15.44 +94.46%), THOR (25.03 +39.83%), LXRX (4.87 +37.96%), RUBY (10.62 +37.92%), RCKT (22.37 +27.15%), ALLK (117.36 +23.54%), PDCO (23.51 +20.81%)
• Consumer Discretionary: EXPR (5.49 +39.69%), GCO (48.82 +31.45%), LE (15.05 +27.76%), BIG (25.21 +20.62%)
• Information Technology: SCWX (15.11 +33.25%), GTT (11.3 +27.4%), DOMO (23.39 +24.41%), DQ (45.71 +20.04%)
• Financials: EZPW (6.19 +20.9%)
• Utilities: PCG (9.65 +29.36%)

This week's top % losers

• Healthcare: SAGE (64.46 -58.35%), CLVS (9.61 -35.63%), CARA (16.76 -35.51%), PBYI (7.88 -16.97%), TGTX (7.12 -13.06%), FATE (13.67 -12.48%)
• Industrials: BE (5.28 -19.02%), EAF (12.29 -12.78%)
• Consumer Discretionary: HOME (5.67 -33.92%), MIK (6.69 -18.22%), CHS (4.03 -15.51%)
• Information Technology: ESTC (63.84 -19.61%), PAGS (28.82 -15.09%), MDB (131.17 -11.79%)
• Utilities: JE (2.1 -22.79%)

Domo (DOMO) reported earnings on Thur 5 Dec 19 (a/h)

** charts before earnings **

 

** charts after earnings **

Domo beats by $0.16, beats on revs; guides Q4 EPS in-line, revs above consensus

Reports Q3 (Oct) loss of $0.85 per share, excluding non-recurring items, $0.16 better than the S&P Capital IQ Consensus of ($1.01); revenues rose 21.7% year/year to $44.8 mln vs the $41.81 mln S&P Capital IQ Consensus. Billings were $44.4 million or 15% year-over-year growth.

Co issues guidance for Q4, sees EPS of ($0.98)-(0.94), excluding non-recurring items, vs. ($0.98) S&P Capital IQ Consensus; sees Q4 revs of $45-46 mln vs. $43.90 mln S&P Capital IQ Consensus.

This week's biggest % winners & losers : Sept 2 - 6, 19 (wk 36)

The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top % gainers

• Healthcare: ENDP (3.49 +47.05%), OMI (7.07 +39.17%), EBS (56.08 +28.04%), TLRY (32.06 +24.89%), SLDB (10.02 +24.01%)
• Industrials: TGH (9.74 +22.21%)
• Consumer Discretionary: LE (11.28 +45.55%), MIK (7.76 +36.86%), TEN (10.77 +23.51%)
• Information Technology: CARB (15.08 +25.15%), CLDR (8.8 +23.25%), SCWX (14.81 +22.7%)
• Financials: SUPV (3.21 +30.49%)
• Energy: CRK (8.23 +43.88%), SWN (1.93 +22.15%)

This week's top % losers

• Healthcare: QURE (44.48 -18.01%), RARE (44.76 -17.83%), BGNE (120.61 -16.1%), ACAD (23.8 -13.96%), AERI (18.82 -13.11%), MMSI (30.62 -11.96%)
• Materials: GFI (5.21 -12.29%), SBGL (4.99 -11.52%)
• Industrials: REVG (8.28 -35.76%), ENPH (25.4 -14.39%)
• Consumer Discretionary: CHGG (34.19 -13.75%)
• Information Technology: DOMO (15.77 -36.49%), SMAR (40.31 -17.06%), EVBG (74.15 -13.98%), APPN (52.6 -11.55%)

Domo (DOMO) reported earnings on Thur 5 Sept 19 (a/h)

** charts before earnings **

 

** charts after earnings **

Domo beats by $0.03, reports revs in-line; guides Q3 EPS below consensus, revs below consensus; guides FY20 EPS below consensus, revs below consensus

Reports Q2 (Jul) loss of $0.96 per share, $0.03 better than the S&P Capital IQ Consensus of ($0.99); revenues rose 21.6% year/year to $41.7 mln vs the $41.68 mln S&P Capital IQ Consensus.

Subscription revenue was $34.9 mln, an increase of 24% yr/yr.

Billings were $38.8 mln, or 9% yr/yr growth.

Co issues downside guidance for Q3, sees EPS of ($1.04)-($1.00) vs. ($0.91) S&P Capital IQ Consensus; sees Q3 revs of $41.5-$42.5 vs. $44.25 mln S&P Capital IQ Consensus.

Co issues downside guidance for FY20, sees EPS of ($4.10)-($4.00) vs. ($3.82) S&P Capital IQ Consensus; sees FY20 revs of $168-$169 mln vs. $173.57 mln S&P Capital IQ Consensus.

Earnings this week : Sept 2 - 6, 19 (wk 36)

Monday (Sept 2)

• Labor Day Holiday

Tuesday (Sept 3)

• Morning: CONN NSSC TUFN
• Afternoon: COUP EGAN GSM HQY

Wednesday (Sept 4)

• Morning: AEO MIK  NAV VRA
• Afternoon: AVAV HOME CLDR CPRT DSGX MDB PANW PVTL REVG WORK SMAR VRNT

Thursday (Sept 5)

• Morning: BITA CIEN DCI GIII JW.A KIRK LE LVGO MDP SCWX SIG
• Afternoon: ABM CDMO CRWD DOCU DOMO GWRE KFY LULU MDLA PD NX SAIC ZM ZUMZ

Friday (Sept 6) 

• Morning: BRC GCO

Notable earnings reports:

• Coupa Software (NASDAQ:COUP) on September 3; Slack Technologies (WORK), Palo Alto Networks (NYSE:PANW), MongoDB (NASDAQ:MDB), Cloudera (NYSE:CLDR) and Pivotal Software (NYSE:PVTL) on September 4; Lululemon (LULU), DocuSign (NASDAQ:DOCU), Signet Jewelers (NYSE:SIG) and Zoom Video (NASDAQ:ZM) on September 5; Brady (NYSE:BRC) on September 6.

Domo (DOMO) reported earnings on Thur 6 June 19 (a/h)

** charts before earnings **

 

** charts after earnings **

Domo beats by $0.20, reports revs in-line; guides Q2 EPS in-line, revs in-line; guides FY20 EPS above consensus, revs in-line

• Reports Q1 (Apr) loss of $1.08 per share, $0.20 better than the S&P Capital IQ Consensus of ($1.28); revenues rose 27.9% year/year to $40.8 mln vs the $40.69 mln S&P Capital IQ Consensus.
• Billings were $41.1 mln or 22% yr/yr growth.
• Non-GAAP operating margin improved by 73 percentage points yr/yr.
• Co issues in-line guidance for Q2, sees EPS of ($1.02)-($0.98) vs. ($1.00) S&P Capital IQ Consensus; sees Q2 revs of $41-$42 mln vs. $42.27 mln S&P Capital IQ Consensus.
• Co issues guidance for FY20, sees EPS of ($3.87)-($3.79) vs. ($4.02) S&P Capital IQ Consensus; sees FY20 revs of $173-$174 mln vs. $173.75 mln S&P Capital IQ Consensus.

Earnings this week : June 3 - 7, 19 (wk 23)

Monday (June 3)

• Afternoon: BOX CAL COUP GSM

Tuesday (June 4)

• Morning: CBRL CMD DCI LE NAV TIF
• Afternoon: AMBA CRM GME GWRE HQY NX PVTL

Wednesday (June 5)

• Morning: AEO BF.B CPB GIII SCWX VRA
• Afternoon: ABM CLDR ESTC FIVE GEF MDB REVG SMAR SFIX UNFI

Thursday (June 6)

• Morning: CIEN HOME KIRK MIK SAIC SIG SJM
• Afternoon: BYND DOCU DOMO GES OLLI PD PRSP MTN ZM ZUMZ

Friday (June 7) 
None

• Monday: May ISM Manufacturing Index (prior 52.8) and April Construction Spending (prior -0.9%) at 10:00 ET
• Tuesday: April Factory Orders (prior 1.9%) at 10:00 ET
• Wednesday: Weekly MBA Mortgage Index (prior -3.3%) at 7:00 ET; May ADP Employment Change (prior 275,000) at 8:15 ET; May ISM Non-Manufacturing Index (prior 55.5) at 10:00 ET; weekly crude oil inventories (prior -300,000) at 10:30 ET; and Fed's June Beige Book at 14:00 ET
• Thursday: Weekly Initial Claims (prior 215,000), Continuing Claims (prior 1.657 mln), April Trade Balance (prior -$50.00 bln), Q1 Revised Productivity (prior 3.6%) and Q1 Revised Unit Labor Costs (prior -0.9%) at 8:30 ET; and weekly natural gas inventories (prior +114 bcf) at 10:30 ET
• Friday: May Nonfarm Payrolls (prior 263,000), Nonfarm Private Payrolls (prior 236,000), Average Hourly Earnings (prior 0.2%), Unemployment Rate (prior 3.6%), and Average Workweek (prior 34.4) at 8:30 ET; April Wholesale Inventories (prior -0.1%) at 10:00 ET; and April Consumer Credit (prior $10.30 bln) at 15:00 ET

This week's biggest % winners & losers : March 11 - 15, 19 (wk 11)

The following are this week's top percentage gainers and losers, categorized by sectors (over $300 mln market cap and 100K average daily volume).

This week's top 20 % gainers

• Healthcare: GH (97.98 +55.72%), CYTK (7.79 +24.64%), NTRA (19.4 +24.6%), ACB (9.61 +24%), DNLI (24.42 +18.49%), SGRY (13.42 +18.45%), DRNA (12.91 +18.12%)
• Industrials: LXFR (23.31 +29.72%)
• Consumer Discretionary: SFIX (32 +24.51%), HTHT (39.04 +19.61%)
• Information Technology: MDB (134.23 +34.5%), DOMO (41.71 +34.33%), SWCH (10.64 +31.85%), EVRI (9.53 +24.41%), SMAR (44.95 +18.51%)
• Energy: CVIA (6.41 +49.07%), CLNE (2.71 +31.55%), CRC (23.96 +22.75%), FET (5.98 +18.89%)

This week's top 20 % losers

• Healthcare: SIEN (8.84 -18.3%), AMPH (20.23 -15.04%), BIOS (2.78 -14.72%), DERM (6.84 -14.29%)
• Materials: VHI (2.37 -41.34%)
• Consumer Discretionary: ASNA (1.36 -25.27%), TLRD (8.81 -25.09%), GDEN (13 -25.07%), UXIN (3.7 -22.76%), NIO (5.71 -19.12%), TEN (27.11 -16.43%), PDD (24.52 -13.84%)
• Information Technology: CLDR (11.67 -15.62%), SSTI (38.98 -12.97%)
• Financials: JT (5.49 -15.28%), NOAH (46.39 -13.56%), HIIQ (34.17 -12.43%)
• Energy: TUSK (17.94 -13.54%)
• Consumer Staples: SFS (5.03 -15.89%)

Domo (DOMO) reported earnings on Wed 13 March 19 (a/h)

** charts before earnings **

 

** charts after earnings **

 the following day

Domo beats by $0.30, beats on revs; guides Q1 EPS above consensus, revs above consensus; guides FY20 EPS above consensus, revs above consensus

• Reports Q4 (Jan) loss of $0.94 per share, $0.30 better than the S&P Capital IQ Consensus of ($1.24); revenues rose 30.9% year/year to $39.4 mln vs the $37.77 mln S&P Capital IQ Consensus.
• Billings were $57.2 million or 26% year-over-year growth.
• Subscription gross margin was 74%, an improvement of 10 percentage points from 4Q18.
• Co issues upside guidance for Q1, sees EPS of ($1.30)-($1.26) vs. ($1.41) S&P Capital IQ Consensus; sees Q1 revs of $40-$41 mln vs. $39.16 mln S&P Capital IQ Consensus.
• Co issues upside guidance for FY20, sees EPS of ($4.07)-($3.99) vs. ($4.30) S&P Capital IQ Consensus; sees FY20 revs of $173-$174 mln vs. $170.09 mln S&P Capital IQ Consensus.

Earnings this week : March 11 - 15, 2019 (wk 11)

Earnings confirmed for this week

Monday (March 11)

• Morning: None
• Afternoon: ADT COUP KRO OXFD  PETQ SFIX

Tuesday (March 12)

• Morning: DKS IPI KEYW MOMO NOG 
• Afternoon: APEI CLNE COHU EVRI GH QHC NTRA  SENS SNCR SWCH  TEUM ZAGG ZTO  

Wednesday (March 13)

• Morning: DQ EXPR  LXRX  SGRY VRA
• Afternoon: APYX CLDR DOMO FSM GDS KINS MDB NNBR SFS SMTC TLRD

Thursday (March 14)

• Morning: BIOS CNNE DG ERJ GCO HUD INAP LX PPDF RDNT SND TEN UXIN
• Afternoon:  ADBE ASNA AVGO AVID DOCU HEAR HTHT JBL MRAM NDLS ORCL PVTL TERP TLYS TRQ TUSK ULTA VRAY WSC ZUMZ

Friday (March 15)

• Morning: BIOS BKE CTRN DPLO KIRK MDCA

Domo (DOMO) reported earnings on Thur 6 Dec 18 (a/h)

** charts before earnings **

** charts after earnings **

Domo beats by $0.32, beats on revs; guides Q4 EPS in-line, revs above consensus 

• Reports Q3 (Oct) loss of $1.06 per share, $0.32 better than the S&P Capital IQ Consensus of ($1.38); revenues rose 30.0% year/year to $36.8 mln vs the $34.98 mln S&P Capital IQ Consensus.
• Billings were $38.8 million or 29% year-over-year growth.
• Non-GAAP operating margin improved by 77 percentage points year over year.
• Co issues guidance for Q4, sees EPS of ($1.27)-($1.23) vs. ($1.39) S&P Capital IQ Consensus; sees Q4 revs of $37.5-$37.9 mln vs. $35.73 mln S&P Capital IQ Consensus.

Earnings this week : Dec 3 - 7, 18 (wk 49)

Earnings confirmed to report this week

Monday (Dec 3)    

• Morning: FNSR
• Afternoon:  COUP MESA RH SMAR

Tuesday (Dec 4)

• Morning:  AZO AVYA BMO BNED CONN DG DCI GMS HDS MOV SECO TOL
• Afternoon: ESTC GWRE HOME HPE HQY MDB MRVL OLLI  OL ZS

Wednesday (Dec 5)
Markets will be closed for the mourning of the 41st US President George H.W. Bush

• Morning: AEO BF.B GIII JW.A LE MOMO SCWX 
• Afternoon: CLDR FIVE GEF HRB KFY  OKTA SNPS  

Thursday (Dec 6)

• Morning:  DLTH GCO GIII HOME HOV HRB KFY KR LE MEI MIK MOMO PDCO PLCE SCWX SIG THO TTC VRNT
• Afternoon:  AOBC AVGO CMTL COO DOCU DOMO LULU SAIC ULTA UNFI ZUMZ

Friday (Dec 7)

• Morning: BIG MTN