Long trade : PINS +14% (12/22)

•  Fri 12/9; #29, 61; vol. 8.2M
• Tue 12/13   Pinterest upgraded to Overweight from Neutral at Piper Sandler

Pinterest (PINS) reported earnings Mon 1 Aug 22 (a/h)

** after earnings ** 

** 1 month later **

Earnings this week : Aug 1 - 5, 22 (wk 31)

Monday (Aug 1)

• Morning:  AJRD AMG BLDR CHKP CAN GPN J JELD ON
• Afternoon: ATVI ADUS AFL AMKR ANET CAR AXNX BCC BRX CF CNO CRK CACC DVA DVN FANG PLOW DEI EBS EHC EPR EQC EVER HLIT NSP INST JRVR KMPR KMT KFRC LSCC LEG MATX MPWR MOS OHI OGS OTTR PINS RDN RMBS RRX RHP SANM SBAC SPG RIG UNVR VRNS VNOM VNO WMB WWD ZI

Tuesday (Aug 2)

• Morning: AME AINV ARNC ASTE ATKR BPMC BP CAT CNP CMI DBD DD DEA ETN NPO ENTG ETRN ESPR EOLS AQUA EXPD RACE IT THRM GEO GPRE HLNE HSC HSIC HUN IDXX ITW INCY IGT IPGP JBLU KBR KKR LCII LEA LDOS LGIH MPC MAR TAP MPLX NRZ OTLY PEG RGEN SPGI SABR SAGE SEE SWI SPWR SYNH BLD TSEM UBER VSH WAT WEC WLK XYL ZBRA ZBH
• Afternoon:  AMD ABNB AYX ANDE APAM AIZ ATRC BLKB BFAM BCOV CZR CWH CSII CDLX CHK CRUS CGNX CNDT CXW CTRA DCP DENN EA EVH EXAS EXR FNF FMC FRSH GILD GXO THG PEAK HLF NGVT IOSP INSP JJSF KAI KAR KN LFUS LTHM LPLA MGY MTCH MRCY MCHP MSTR NMIH OI OSH OXY OSPN PAYC PYPL PFSI PUMP PRU LUNG RNG SRPT SPNE SCI TSLX SKY SOFI SEDG SPT SBUX STE TEX TX UNM VREX VRSK VRAY VOYA WCN

Wednesday (Aug 3)

• Morning:  ALIT ALE AMRN ABC ATHM AVA BDC BERY BWA BCO BIP CARS CDW FUN CRL CLH CIGI CRTO CVS DAN DFIN DTM DT EDIT ETR EPD EVRI EVOP EXC EXPI FDP GNRC ROCK HLMN HZNP ICPT JLL LAMR LIVN LL MTRN MPW MRNA NNN NYT NI DNOW ODP OMI PCRX PSN PERI PNW PPL RCM REGN SPNS SMG SBGI SITE SPR SMP SSYS SUN SHO TW TT TGI TUP UAA UTHR VCEL VRT XHR YUM
• Afternoon:  ADPT AEIS ALB ALKT ALGT ALSN ALL ATUS DOX AFG AMPL ANSS APA ACA AMK ATO AVDX ACLS BTG BAND BHE BNFT BMRN BKH BKNG BRKR WHD CPE CDAY CHNG CLX CDE CODI CFLT CPA CCRN CW DRH DV DXC ELF EBAY ECPG ET NVST EQH WTRG ETD FICO FARO FSLY FATE FSR FLT FTNT GKOS GDDY HI HST TWNK HUBG IAG ICFI NARI IR IIPR JAZZ FROG KW KLIC LPI LHCG LSI LNC LCID LUMN MRO MMS MCK MDU MED MELI MET MTG MGM MRTX NSA NVRO NFE NTR NUVA ONL ORA OUT PACB PLMR PK PAY PDCE PING PAA PCOR QTWO QRVO QNST RPD RYN O RCII RVLV HOOD RPT SIGI SGFY SITM SKLZ SM SRC SFM SRI STOR RGR SUM SLF RUN TNDM TTEK TPIC TRUP TTMI TWO UDMY UGI UIS UPLD VVV VAPO VMEO HCC WTS WERN WES WU WSC XNCR YELL ZETA

Thursday (Aug 4)

• Morning: ABMD ACIW GOLF ADT WMS AGIO APD BABA ATI APG APO APTV ARW AZEK BALL BALY BCE BDX BGNE TECH BKI BV CRC CBRE LNG CQP CIM IMOS CHH CI COMM CGEN COP CEG CVET CROX DDOG DCPH DK DLX DEN DGII DBRG DSEY DUK DNB EPC LLY ERJ ESMT ENOV EPAM EVRG FRT FIS AG FVRR FOCS FTDR GIL HL HWM HII IDA NSIT INSM IBP NTLA ICE IDCC IRM IRWD ITRI ITT JCI K KNBE KTB KOP LNTH RIDE LXP MFA MGPI MIDD MODV MUR MYGN NTCT NXST NKLA NJR NWN NVMI NRG OGE OGN PZZA PARA PH MD PENN PRFT PKI DOC PLTK PNM PTLO PBH PWR ROLL QSR SBH SEAS SRE SHAK FOUR SHC SR STWD STVN TTGT TNK TRI THRY TVTX USPH UNIT USER VNT VMC WD W WCC WRK WE YETI ZTS
• Afternoon:  AES AL ATSG Y LNT MDRX ALTR AMC AEE AMH COLD AMGN AMN AMWL APPN TEAM AX BYND BIGC BL SQ BHF CABO ELY CMBM CDNA CVNA CHGG CHUY CLNE NET CDXS CCOI COLL CMP ED CRSR CTVA CYRX CUBE CWK CUTR CYTK DIOD BOOM DASH DOCS DBX DUOL ESTE LOCO ENV EOG EVTC EXPE FIGS FND FOXF FRG FUBO FLGT FNKO G GMED GPRO LOPE GDOT GDYN GRWG GH HCAT HRT HMN HUBS INGN PODD IOVA IRTC JAMF KTOS LGF.A LYV RAMP LYFT MTW MRVI MTZ MAX MNTV MNST MSI MP MWA NSTG NFG NKTR NBIX NEWR LASR NLOK NUS OMCL LPRO OTEX OPEN OPK OEC PCTY PBA PEN PECO PLYA POST POWI PGNY PTCT PSA PBYI KWR QDEL RMAX RDFN REG RGA RSG REZI RBA RLJ RKT ROVR RSI SGMO SDGR SEM SWKS SWN SPXC STEP SU SUPN SYNA TDC TMST TRIP TWLO OLED VTR VRTX VIR SPCE WBD WW WYNN XPO YELP ZG

Friday (Aug 5)  

• Morning:  ACMR ADNT AMCX AXL AMRX AAWW BEP CGC CNK ROAD DKNG ESNT FLR FYBR GTES GOGO GT EAF GTN TILE LESL PRLB QRTEA SSP SRCL TU TAC TRMB TWST WAB WDC WOW

Earnings spotlight: Monday, August 1 Builders FirstSource (BLDR), Avis Budget (CAR), Activision Blizzard (ATVI), Pinterest (PINS), and Simon Properties (SPG).

Earnings spotlight: Tuesday, August 2 - BP (BP), Marathon Petroleum (MPC), Caterpillar (CAT), JetBlue Airways (JBLU), Uber (UBER), Starbucks (SBUX), PayPal (PYPL), AMD (AMD), Gilead Sciences (GILD), and Airbnb (ABNB).

Earnings spotlight: Wednesday, August 3 - CVS Health (CVS), Yum Brands (YUM), AmerisourceBergen (NYSE:ABC), McKesson (MCK), Energy Transfer (ET), MGM Resorts (MGM), and eBay (EBAY).

Earnings spotlight: Thursday, August 4 - Alibaba (BABA), Cigna (CI), ConocoPhillips (COP), Paramount Global (PARA), Eli Lilly (NYSE:LLY), Warner Bros. Discovery (WBD), Amgen (AMGN), and Block (SQ).

Earnings spotlight: Friday, August 5 - Goodyear Tire & Rubber (GT), Western Digital (WDC), AMC Networks (AMCX), DraftKings (DKNG) and Telus (TU).

=Pinterest (PINS) reported earnings on Thur 6 Feb 20 (a/h)

** charts before earnings **

** charts after earnings **

Pinterest beats by $0.04, beats on revs; guides FY20 revs above consensus

Reports Q4 (Dec) earnings of $0.12 per share, excluding non-recurring items, $0.04 better than the S&P Capital IQ Consensus of $0.08; revenues rose 46.4% year/year to $399.9 mln vs the $368.93 mln S&P Capital IQ Consensus. 

Global Monthly Active Users (MAUs) grew 26% year over year to 335 million. 

Co issues upside guidance for FY20, sees FY20 revs of $1.52 bln vs. $1.48 bln S&P Capital IQ Consensus. Adjusted EBITDA margin is expected to be flat to up slightly compared to 2019 Adjusted EBITDA margin of 1%.

Earnings this week : Feb 3 - 7, 20 (wk 6)

Monday (Feb 3)

• Morning: ACM AMG ABG CTLT CHKP NSSC ON SASIA SYY
• Afternoon: ARE GOOG AFG BECN CBT EZPW FN HLIT HIG HP HXL HLI KMT KRC LEG MTSC NXPI PAHC PCH RBC SSD SXI VVV WWD

Tuesday (Feb 4)

• Morning: ATI AXE ARMK ATKR BDC TECH BP CNC CLX CMCO COP CSWI CTS CMI EXP ETN EMR ENTG AQUA IT HAE HLNE HUBB JHG LHX LANC LII LITE MCK MTG MSGN PBI PINC RL ROLL RCL SPG SIRI SNE TDG VSH GRA WDR WAT ZBH

Mon pm & Tue am (by vol) : https://finviz.com/screener.ashx?v=211&t=ARE,GOOG,AFG,BECN,CBT,EZPW,FN,HLIT,HIG,HP,HXL,HLI,KMT,KRC,LEG,MTSC,NXPI,PAHC,PCH,RBC,SSD,SXI,VVV,WWD,ATI,AXE,ARMK,ATKR,BDC,TECH,BP,CNC,CLX,CMCO,COP,CSWI,CTS,CMI,EXP,ETN,EMR,ENTG,AQUA,IT,HAE,HLNE,HUBB,JHG,LHX,LANC,LII,LITE,MCK,MTG,MSGN,PBI,PINC,RL,ROLL,RCL,SPG,SIRI,SNE,TDG,VSH,GRA,WDR,WAT,ZBH&ta=0&o=-volume

• Afternoon: EGHT ATGE AFL ALL DOX AINV APAM ATO BOOT CDK CERN CMG CB TCS CCK ESE ETH FISV F GTES GNW GILD GL THG HIW IPHI JKHY KLAC KN MANH MTCH MDU MCHP MODN MWA NBIX NEWR OI OLN PCTY CNXN PDM PAA PAGP PLT PWL PRU QGEN RRR RNR SCSC STX SNAP SWI TENB UNM USNA VIAV DIS YRCW ZAYO

Wednesday (Feb 5)

• Morning: ABB AME BMI BSX CPRI CG COTY DTE ENR FSV GM GPI HUM KFRC MHO MCFT MRK NS NVT BTU PAG PFGC SR SPOT SUM TMHC TKR UMC WD
• Afternoon: ADTN AOSL UHAL ANGI AVB ACLS CCMP CENT CDAY CINF CTSH COHR CUZ CSGS CUB DHT ECHO ELF ENS FEYE FLO FMC FORM FOXA GLUU GPRO GRUB HI ICHR IAC IRBT LCI LNC RAMP MTRX MXL MET MC MPWR NTGR NUAN ORLY OHI PAYC PTON QCOM  QNST RDN RYN RGLD SONO SAVE SU TBI TTMI TWLO TWO UGI WERN YUMC ZNGA

Thursday (Feb 6)

• Morning: ABMD WMS AGCO ALNY MT ARCH ARW BLL BCE BDX BGCP BV BCO BMY CAH CDW CI COR DNKN EIGI EL FCAU GLOP GLT HL  EAF HAIN ICE K KEM MAC MMS MPW MDP NRX NYT NGL NJR NOK ODFL PTEN PENN PM PBH PRLB REGN SPGI SNY SNA TPR TGI TWTR TSN USX VSTO WLTW WWE XYL YUM
• Afternoon: TWOU ATVI ASYS BIDU BHE BILL BKH BRKS CSL CCS COLM OFC DLX DXC EGP EGAN ENTA EHC EXPO FLT FSCT FTNT FTV FWRD G HUBG IQ LMAT LGND LFG.A MTW MTD MOBL MSI MYGN NOV NTUS UEPS NWSA NLOK OMCL ONTO PMT PINS POST PRO SGEN SIMO SKX SYNA TTWO TDC TSE UBER VRSN VVI VSAT VRTU VCRA WYNN ZEN

Friday (Feb 7) 

• Morning: ABBV AVTR CAE CCJ CBOE CNHI GOOS ROAD UFS FE GRC HMC

This week's biggest % winners & losers : Oct 28 - Nov 1, 19 (wk 44)

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: BGNE (189.56 +36.48%), CRSP (50.89 +27.7%), DCPH (45.46 +26.07%), MRTX (100.04 +23.75%), NTLA (13.6 +22.52%), TGTX (7.08 +22.49%)
• Consumer Discretionary: TIF (127 +28.87%), MUSA (113.57 +22.92%), LOCO (15 +22.85%)
• Information Technology: FIT (7.14 +65.66%), CRUS (72.43 +29.13%), UIS (10.38 +27.52%), HLIT (8.00 +25.59%), QRVO (97.22 +23.03%), UCTT (22.13 +22.4%)
• Financials: LTS (2.62 +32.32%), GDOT (29.08  +15.35%)
• Utilities: PCG (6.43 +28.6%)

This week's top % losers

• Healthcare: CYH (3.2 -28.41%), MMSI (24.15 -19.82%), HMSY (26.53 -19.78%)
• Materials: PVG (9.48 -22.61%), RFP (3.66 -21.46%)
• Industrials: QUAD (4.63 -56.73%), ENPH (18.83 -23.3%)
• Consumer Discretionary: GRUB (33.72 -42.87%), TUP (9.73 -40.31%), ETSY (45.66 -22.18%), MIK (8.69 -19.83%), WWE (55.96  -18.15%)
• Information Technology: CASA (4.3 -33.74%), ANET (185.3 -24.17%), MOBL (4.74 -23.38%),  PINS (20.12, -17.02%)
• Energy: SLCA (4.9 -36.53%), BTU (10.22 -35.15%)

=Pinterest (PINS) reported earnings on Thur 31 Oct 19 (a/h)

Pinterest beats by $0.05, reports revs in-line; raises low end of rev, below consensus, raises EBITDA 

Reports Q3 (Sep) earnings of $0.01 per share, excluding non-recurring items, $0.05 better than the S&P Capital IQ Consensus of ($0.04); revenues rose 47.1% year/year to $279.7 mln vs the $282.09 mln S&P Capital IQ Consensus. 

Global Monthly Active Users (MAUs) grew 28% year over year to 322 million.

Adjusted EBITDA was $4 mln vs. ($23) mln ests

Co issues downside guidance for FY19, raises FY19 revs $1.10-1.115 bln from $1.095-1.115 vs. $1.12 bln S&P Capital IQ Consensus; EBITDA to ($30-10) mln from ($50-25) mln vs. ($32.7) mln ests

Pinterest (PINS) reported earnings on Thur 1 Aug 2019 (a/h)

** charts before earnings **

** charts after earnings **

Pinterest beats by $0.03, beats on revs; raises FY19 revs guidance above consensus 

Reports Q2 (Jun) loss of $0.06 per share, $0.03 better thanthe S&P Capital IQ Consensus of ($0.09); revenues rose 62.0% year/year to $261.2 mln vs the $237.23 mln S&P Capital IQ Consensus.

Global MAUs increased 30% yr/yr to 300 mln.

Global ARPU increased 29% yr/yr to $0.88.

Co issues raises guidancefor FY19, sees FY19 revs of $1.095-$1.115 bln vs. prior guidance of $1.055-$1.08 bln and vs. the $1.07 bln S&P Capital IQ Consensus.

Pinterest (PINS) reported earnings on Thur 16 May 2019 (a/h)

Pinterest (NYSE: PINS) shared lukewarm first-quarter financials on Thursday after the closing bell in what was its first earnings report as a public company.

• The digital pinboard went public in April, rising 25% during its first day trading on the New York Stock Exchange. Pinterest’s public market performance has continued to stay in the green, closing up about 8% Thursday at nearly $31 per share for a market cap of $16.7 billion.
• Pinterest post-IPO performance comes in stark contrast to both Lyft and Uber’s treatment on their respective stock exchanges. Lyft, for its part, has fallen since its IPO despite an initial pop of 21%. In its first-ever earnings report as a public company, released last week, it posted first-quarter revenues of $776 million on losses of $1.14 billion, including $894 million of stock-based compensation and related payroll tax expenses. 

** chart before earnings **

** chart after earnings **

Pinterest misses by $0.21, reports revs in-line with prior guidance; guides FY19 revs below consensus

• Reports Q1 (Mar) loss of $0.32 per share, $0.21 worse than the S&P Capital IQ Consensus of ($0.11); revenues rose 54.1% year/year to $201.9 mln vs the $200.64 mln S&P Capital IQ Consensus. In its IPO prospectus, it guided for revenue of $198.9-$201.9 mln.
• Global MAU's increased 22% yr/yr to 291 mln.
• Global ARPU increased 26% yr/yr to $0.73.
• Adj. EBITDA margin improved to (19)% from (35)%.
• Co issues downside guidance for FY19, sees FY19 revs of $1.055-$1.080 bln vs. $1.09 bln S&P Capital IQ Consensus. Sees Adjusted EBITDA of ($70)-($45) mln.

Earnings this week : May 13 - 17, 2019 (wk 20)

 

Monday (May 13)

• Premarket: CPRX    

• After-Hours:  BILI HOLI IIIV IMMR KRNT LM MIME NVGS STE STNE TME TTWO

Tuesday (May 14)

• Premarket:  AZZ BEST CTST CYBR GDS HUD MIXT RL TAK

• After hours:  A ACB DOX EGHT FSM NEWR PAGS TCS TLRY

Wednesday (May 15)

• Premarket:  BABA ERJ M PLCE PPDF RUBY TSEM TSG
• After hours:  CSCO DDS FLO FTCH JACK NTES TRQ VRTU ZTO

Thursday (May 16)

• Premarket:  AZZ EXP FRO KEM MANU MMYT NICE QIWI WIX WMT

• After hours:  BOOT AINV AMAT NVDA BIDU IQ HUYA PINS

Friday (May 17)

• Premarket:  CAE DE LX
• After hours: