This week's biggest % gainers & losers : Aug 19 - 23, 24 (wk 34)

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:  TEM (64.96 +27.65%), GRFS (8.58 +21.46%), EVH (33.11 +20.93%), SIBN (16.47 +18.71%), IRWD (5.01 +15.86%), SGRY (33.47 +15.33%), RCUS (17.97 +15.19%)
• Financials:  SDIG (5.42  +107.66%)
• Materials: TSE (4.39 +50.34%)
• Industrials:  EH (15.30, +29.55%) 
• Consumer Discretionary:  PTON (4.84  +50.78%), LIND (10.31 +40.65%), ROKU (69.35 +18.39%), LB (41.98 +17.15%)
• Information Technology: GDS (16.79 +38.19%), AAOI (9.6 +15.94%), FN (267.8 +15.89%), EGHT (1.96 +15.68%)

This week's top % losers

• Healthcare: STAA (33.28 -12.21%), CGC (6.22 -11.72%), EBS (9.51 -11.46%), ESPR (1.77 -9.69%), SIGA (9.59 -8.63%)
• Materials: GFI (14.52 -13.26%)
• Consumer Discretionary: AAP (48.96 -21.28%), M (16.02 -9.52%), RRGB (4.39 -9.4%), SERV (10.19 -8.69%), JD (26.77 -8.62%)
• Information Technology: PAGS (11.64 -17.89%), CSIQ (13.28 -9.97%)
• Energy: GTE (7.7 -11.09%)
• Consumer Staples: LANC (172.54 -13.03%)
• Utilities: HE (11.66 -12.79%)

==Peloton Interactive (PTON) reported earnings on Thur 22 Aug 24 (b/o)

 

Peloton beats by $0.08, beats on revs; guides Q1 revs below consensus; guides FY25 revs below consensus 

• Reports Q4 (Jun) loss of $0.08 per share, $0.08 better than the FactSet Consensus of ($0.16); revenues rose 0.3% year/year to $644 mln vs the $633 mln FactSet Consensus.
• Members decreased 2% yr/yr to 6.4 mln.
• Ending Paid Connected Fitness Subscriptions decreased 1% to 2.981 mln.
  
• In Q4 PTON achieved $70 million of Adjusted EBITDA, up $105 million Y/Y and up $64 million Q/Q. PTON also achieved $26 million of Free Cash Flow, up $100 million Y/Y and tripling in comparison to last quarter. PTON says it is making significant progress toward right sizing our cost structure and we'll continue to optimize expenses.
• Co states, "As we've shared previously, the ability to use refurbished inventory is key to achieving sustainable unit economics for our original Bike rental offering. As our refurbished inventory levels have come down, we no longer have sufficient refurbished inventory to support the original Bike rental program, so we ceased offering it as of August 1..."
• Co issues downside guidance for Q1, sees Q1 revs of $560-$580 mln vs. $588.91 mln FactSet Consensus. Sees Ending Paid Connected Fitness Subscriptions of 2.88-2.89 mln.
• Co issues downside guidance for FY25, sees FY25 revs of $2.40-$2.50 bln vs. $2.69 bln FactSet Consensus. Sees Ending Paid Connected Fitness Subscriptions of 2.68-2.75 mln.

Peloton has returned to sales growth for the first time in nine quarters.

The connected fitness company posted quarterly results that came in well ahead of expectations and delivered a mixed outlook for the year ahead.

Earnings this week : Aug 19 - 23, 24 (wk 34)

Monday (August 19)

• Morning: EL DDD
• Afternoon: FN PANW

Tuesday (August 20)

• Morning: AS GDS KC LOW MDT PINC VIPS
• Afternoon: COTY KEYS LZB TOL ZTO

Wednesday (August 21)

• Morning: ADI DY M TGT TJX ZK
• Afternoon: A NDSN SNOW SQM SNPS WOLF ZM

Thursday (August 22) 

• Morning: AAP BIDU BILI BJ CSIQ LANC NTES PTON TD VIK WB
• Afternoon: BILL CAVA INTU ROST WDAY

Friday August 23)

• Morning: BKE

==Peloton Interactive (PTON) reported earnings on Tue 10 May 22 (b/o)

 

Peloton misses by $1.33, reports revs in-line; guides Q4 revs below consensus 

• Reports Q3 (Mar) loss of $2.27 per share, $1.33 worse than the S&P Capital IQ Consensus of ($0.94); revenues fell 23.6% year/year to $964.3 mln vs the $969.81 mln S&P Capital IQ Consensus.
  • 7.0 mln members in Q3, up 29% yr/yr; Ending Connected Fitness Subscriptions 2.962 mln, up 42% yr/yr; Net Connected Fitness Subscription Additions 0.195 mln, down 53% yr/yr.
•  Co issues downside guidance for Q4, sees Q4 revs of $675-700 mln vs. $823.74 mln S&P Capital IQ Consensus. Sees Q4 total gross margin ~31% and Adj. EBITDA margin (18)-(16)%.
  • Our Q4 outlook reflects softer demand vs. our February forecast, partially offset by accelerated sales we've seen as a result of our recent hardware price reductions. Our Q4 ending CF subscriber forecast of approximately 2.98 million incorporates a modest negative impact from our Subscription pricing increase starting June 1. As anticipated, we have seen a small increase to cancellations due to the Connected Fitness subscription price increase announcement, but we expect the impact to moderate as we progress through FY23.

Earnings this week : May 9 - 13, 22 (wk 19)

Monday (May 9)

• Morning:  ACM AZUL BNTX CLVT COTY DUK ELAN ENR HSKA DINO HGV HEP JLL RIDE MAC MSGE PLTR RCM RDNT TGNA TWKS THS TSN VTRS WOW
• Afternoon: DDD AMC AMWL ANGI AZTA BLI BLNK BHF BWXT CARG DHT DNB EQH ESE EVBG FGEN GDRX GRPN HLIO HRTX HI HIMS HBM ICUI IAC IFF JRVR FROG LPSN MGY MAXR MESA MCHP MRC NCMI NHI NVAX OPK OPRT PLUG PRAA PRIM PRA PUBM RNG RBA ROVR SWAV SPG SDC SU SUPN TASK TDUP TREX UNVR UPST VVV VECO VRM XPO YMAB ZNGA

Tuesday (May 10)

• Morning: MASS ACRS AHCO ALGM AMRS ARMK AVYA AZEK BHC BSY BCO BLDR CRNC CEVA CHH CRON XRAY DM DBD DSEY EBIX EPC ENOV EVRI FOXA HAE HL H IAA IIVI IGT ITCI KNBE LCII LI MBUU MIDD EYE NXST NCLH NOVT PTON PLNT RETA REYN STER STVN SYY TTGT TPG TDG VERX WMG
• During Market Hours: ENTA
• Afternoon:  EGHT AKA ABCL BIRD ARLO ARRY AXON BOOT BRP ELY CELH COIN COLL CRCT CUTR DAR MSP DV DOUG EA EOLS EXEL FNF FLYW GFS GMED GOCO GO GRWG HALO HCAT ICHR INO IPAR JXN JAMF KGC LNW MTTR MODN NSTG OXY OLO OSUR PLBY PRPL RXT RPAY RBLX RKT SCSC SOFI SWCH SKIN REAL TTD U VUZI WELL WES WYNN YELL ZETA ZD

Wednesday (May 11)

• Morning:  ATC FVRR KRNT DNUT LTH NOMD OLPX PFGC PRGO SLVM WEN WWW YETI
• Afternoon:  DIBS ACVA DOX APP ATCO BYND BMBL CPA CPNG BROS FLNC MFC MQ PAAS RIVN SMRT SONO STE SLF COOK DIS ZIP

Thursday (May 12)

• Morning: CAMT CYBR CYXT DAVA GENI HIMX HLLY IS KELYA NABL NICE NVMI PGTI PRMW SHCR SIX DTC SQSP TPR TNK USFD UTZ
• Afternoon:  AFRM AQN BLND BRLT COMP LAW DUOL FIGS HRT INDI LZ MLNK MSI NVTS NEWR PAYO POSH TBLA TOST VZIO VTEX UP

Friday (May 13)  

• Morning:  PLXP

-=Peloton Interactive (PTON) drawing interest from suitors including Amazon and Nike

 

Peloton Interactive stock was soaring on reports that multiple companies, including Nike and Amazon.com, were looking at acquiring the beleaguered stationary-bike maker.

Peloton was down 31% in 2022 and 84% over the past year as of Friday’s close amid slowing sales of the company’s connected bikes, treadmill recalls, and other issues.

-=Peloton (PTON) reported earnings on Thur 4 Nov 21 (a/h)

 

Peloton misses by $0.11, reports revs in-line; guides DecQ revs below consensus; guides FY22 revs below consensus; seeing a softer than anticipated start to DecQ

• Reports Q1 (Sep) loss of $(1.25) per share, $0.11 worse than the S&P Capital IQ Consensus of ($1.14); revenues rose 6.2% year/year to $805.2 mln vs the $808.87 mln S&P Capital IQ Consensus.
  • Q1 ending Connected Fitness Subscriptions grew 87% to 2.49 million and paid Digital Subscriptions grew 74% to 887 thousand; total Members grew to over 6.2 million.
• Co issues downside guidance for Q2 (Dec), sees Q2 revs of $1.10-1.20 bln vs. $1.49 bln S&P Capital IQ Consensus.
• Co issues downside guidance for FY22, sees FY22 revs of $4.40-4.80 bln vs. $5.35 bln S&P Capital IQ Consensus.
• "As discussed last quarter, we anticipated fiscal 2022 would be a very challenging year to forecast, given unusual year-ago comparisons, demand uncertainty amidst re-opening economies, and widely-reported supply chain constraints and commodity cost pressures. Although we are pleased to have delivered first quarter results that modestly exceeded our guidance, a softer than anticipated start to Q2 and challenged visibility into our near-term operating performance is leading us to recalibrate our fiscal year outlook.
• "The overall consumer environment has been very challenging to predict coming out of COVID and we are reducing FY 2022 ending Connected Fitness Subscriptions by ~6% at the midpoint. With the benefit of adequate inventories and order-to delivery windows that are now back to pre-pandemic levels, we expect a healthy holiday selling season. Our forecast assumes unit sales modestly ahead of last year's Q2 levels, driven by growing consumer interest in the Connected Fitness category and a resumption of our marketing and promotional activity."

Earnings this week : Nov. 1 - 5, 21 (wk 44)

Monday (Nov 1)

• Morning:  AMG AKTS CNA BEN JELD OIS ON PCG TKR
• Afternoon: ADUS ADTN ANET CAR BCC BRX BRKR BWXT CHGG CRUS CLX CACC FANG PLOW EVER FN HLIT HOLX NSP KMT KFRC LEG MCK MOS NBIX NTR NXPI OGS OTTR PSA RMBS O RRX RHP SBAC SPG SNCY SKT RIG UNVR VRNS VNOM VNO WMB ZI

Tuesday (Nov 2)

• Morning: AME APO ARCB ARNC AVNS TECH BLMN BP CTLT CIGI COP CRSR CMI DD DEA ETN EPD ETRN ESPR EL EXLS EXTR RACE IT GNRC GPN HEES HLNE HSC HSIC IAA IEP IDXX INCY INGR IART IPGP KKR LCII LEA LDOS LGIH LPX MMP MPC MLM MTRN MIME MPLX MYGN NNN NRZ NXST OMCL PFE PINC PEG RCM RL ROK SABR SAGE SEE SRCL TNC TMX TRI BLD UAA WAT WEC WLK XHR XYL ZBRA
• Afternoon:  EGHT ATVI AKAM AYX AMCR DOX AMED AFG AWK AMGN AIZ BTG BKH BFAM CZR CDLX CDK COUR DCP DCPH DENN DVN DHT APPS DEI EIX ES EXAS EXEL FNF FMC FRG FRSH HALO PEAK HURN ICFI ICHR IOSP INSP JRVR KAI KAR LSCC LSI LPSN RAMP LYFT MGNX MANT MTCH MRCY MDLZ NSA NMIH OKE OSPN PACB PAYC PKI PAA PUMP PRO PRU RDN RRR RGNX TSLX SKY SEDG SRC SPT STE SMCI TMUS TX RARE UIS UNM VECO VRSK VRTX VOYA WTI HCC WU XPO ZG

Wednesday (Nov 3)

• Morning:  AGIO AMRN AMRX ASTE ATH AAWW AVA BDC BWA EAT BR BIP CWH CPRI CDW FUN CVE CRL CIM CLH CTRA CRTO CVS DISCA EMR ETR EVRG EVOP EXC EXPI FDP GCP HFC HZNP HUM ICPT IONS JLL LAMR LANC LIVN LL MAC MAR NFE NYT NI NCLH DNOW ODP OMI PCRX PSN PBI PLTK PRG RDWR RRD SPNS SMG SBGI SITE SPR SHOO SUN SYNH TT TUP UTHR VIRT VSH WING
• Afternoon:  TXG ONEM ADPT ATGE ALB ALL AEE ANSS APA ACA ATRC ACLS BNFT BLKB BKNG WHD CDAY CF CHNG CAKE CLR CORT CTVA CCRN CW DIOD DXC ELF EA ECPG ET NVST EPR EQIX EQH ETSY FSLY FSR FLT FOXA FNV GFL GDDY HR HMN HST TWNK HUBS HBM H IAG ICLR ICUI INFN IR INSG ITT KW KL KTOS LCI LHCG LNC LUMN MGNI MTW MFC MRO MATX MAXR MDU MLNK MET MTG MGM NUS OPRT OSUR ORA OCDX ORCC PLMR PK PDCE PEN PETQ PING PXD PLYA PTC QTWO QGEN QRVO QCOM QLYS QNST RPD RYN RCII RVLV ROKU RGLD RPT SRPT SITM SKLZ SJI SWN SFM SPXC STAA RGR SUM SLF SPWR SUPN TTWO TNDM TTGT TRMB TRUE TRUP UPLD VVV VAPO VMEO WTS WK YELL ZD

Thursday (Nov 4)

• Morning: ACIW GOLF AHCO WMS AES APD ALE ABC APTV ARW BLL BALY GOLD BCE BDX BLI BCOR BBIO BLDR CARS CNP LNG CQP CHH CI CTXS CWEN CNHI CCOI CFX COMM CYBR DLX XRAY DOCN DIN DUK DNB EPAM FIS FOCS GEL GEO GIL GOGO GTN GPRE HBI HL HSKA HIMX HWM HII NSIT IBP NTLA IDCC IRM IRWD ITRI K KOP LNTH LSPD LXP LITE MTSI MBUU MRNA MUR NEO NTCT NKLA NOMD NVMI NRG NS OGE OPCH PH PENN PLNT PPL PBH PWR QRTEA REGN REYN SO STOR SSYS STRA TGP TNK TGNA SHYF USPH UNIT VIAC VSTO VG VNT VMC WD W WCC ZBH ZTS
• Afternoon:  AAON ACMR AL ATSG ABNB ALRM ALKT Y LNT MDRX ALTR ATUS AMH AIG COLD AMN ANGI AINV APPN ARNA AVLR AXNX BGS BIGC BILL BL BE BHF CABO CMBM CVNA CC CHUY CLNE NET CDXS CGNX COLL ED CNDT CVET CYRX CUBE CWK DDOG DK DRH DBX LOCO EBS ENDP EOG EXPE FATE FRT FSLR FND FTNT FOXF FNKO GKOS GBT GMED GPRO GDOT GDYN GH HTA ILMN INGN PODD IAC IOVA IRTC FROG LLNW LGF.A LYV LTHM MNDT MTZ MED MELI MTD MCHP MTX MITK MNST MSI MP NTRA NFG NKTR NPTN NWSA LASR NLOK NVAX OXY OHI ONTO OTEX OEC OUT PCTY PTON PBA PFSI PRDO PINS PCOR PGNY PBYI KWR QDEL RDFN REG RGA REZI RBA RLJ RKT ROG SEM SLQT SHAK SWKS SQ RUN SHO SWCH SYNA TRHC TDC UBER OLED USM VLDR VIAV VRAY VIR WELL WPM WSC WWE WW YMAB YELP ZGNX

Friday (Nov 5)  

• Morning:  AMCX AXL BEP CGC CNK DSEY D ELAN ERJ ENB ESNT FLR GT GRPN HMC TILE JCI KIM MGA MMI MFA MODV MOG.A NWN DOC PNW SSP SRE TRP TEN ECOL VTR
• Afternoon:  TSE

-=Peloton (PTON) reported earnings on Thur 10 Sept 20 (a/h)

Peloton beats by $0.15, beats on revs; guides Q1 revs above consensus; guides FY21 revs above consensus

Reports Q4 (Jun) earnings of $0.27 per share, $0.15 better than the S&P Capital IQ Consensus of $0.12; revenues rose 171.9% year/year to $607.1 mln vs the $579.67 mln S&P Capital IQ Consensus.

• Connected Fitness Subscription Workouts grew 333% in Q4 to over 76.8 million, averaging 24.7 Monthly Workouts per Connected Fitness Subscription, versus 12.0 in the same period last year.

Co issues upside guidance for Q1, sees Q1 revs of $720-730 mln vs. $514.89 mln S&P Capital IQ Consensus.

• $80 million to $90 million adj. EBITDA, 11.7% adj. EBITDA margin at the midpoint.
• 1.32 million to 1.33 million ending Connected Fitness Subscriptions, growth of 135% at the midpoint.
• Average Net Monthly Connected Fitness Churn under 0.75%.

Co issues upside guidance for FY21, sees FY21 revs of $3.5-3.65 bln vs. $2.73 bln S&P Capital IQ Consensus.

• 2.05 million to 2.10 million ending Connected Fitness Subscriptions, growth of 90% at the midpoint.
• Average Net Monthly Connected Fitness Churn under 1.00%.
• $3.50 billion to $3.65 billion total revenue, 96% growth at midpoint.
• Gross profit margin of approximately 41%.
• $200 million to $275 million adj. EBITDA, 6.6% adj. EBITDA margin at the midpoint.

Earnings this week : September 7 - 11, 20 (wk 37)

Monday (Sept 7)

• Holiday

Tuesday (Sept 8)

• Afternoon: ABM AGX CVGW CASY COUP HQY LULU PHR WORK

Wednesday (Sept 9)

• Morning: AEO GIII HDS LOVE NAV REVG SCWX
• Afternoon: AVAV BIGC DSGX GME RH VRNT ZS

Thursday (Sept 10)

• Afternoon: CHWY PLAY ORCL PTON ZUMZ

Friday (Sept 11) 

• Morning: KR

=Peloton (PTON) reported earnings on Wed 5 Feb 20 (a/h)

Peloton beats by $0.11, beats on revs; guides Q3 revs below consensus; guides FY20 revs above consensus 

Reports Q2 (Dec) loss of $0.20 per share, $0.11 better than the S&P Capital IQ Consensus of ($0.31); revenues rose 77.4% year/year to $466.3 mln vs the $423.74 mln S&P Capital IQ Consensus.

• Connected Fitness Product revs was $381.1 mln, +72% yr/yr
• Connected Fitness Subscriber base reached 712,005, +96%
• Adj. EBITDA loss of $28.4 mln

Co issues downside guidance for Q3, sees Q3 revs of $470-480 mln vs. $493.11 mln S&P Capital IQ Consensus.

• Expects adj. EBITDA loss of $25-35 mln
• Expects 843-848K Connected Fitness Subscribers, +85% at midpoint

Co issues upside guidance for FY20, sees FY20 revs of $1.53-1.55 bln vs. $1.5 bln S&P Capital IQ Consensus.

• Expects adj. EBITDA loss of $95-115 mln
• Expects 920-930K ending Connected fitness Subscribers, +81% at midpoint

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

=Peloton (PTON) reported earnings on Tue 5 Nov 19 (b/o)

Peloton reports Q1 (Sep) results, beats on revs; guides Q2 revs above consensus; guides FY20 revs above consensus 

Reports Q1 (Sep) GAAP loss of $1.29 per share, may not be comparable to the S&P Capital IQ Consensus of ($0.40); revenues rose 103.4% year/year to $228 mln vs the $199.35 mln S&P Capital IQ Consensus. EBITDA ($21) mln vs. (83) mln est.

Connected fitness rev +102% to $158 mln; sub rev +112% to $67 mln. subs +103% to 562.8K

Co issues upside guidance for Q2, sees Q2 revs of $410-420 mn vs. $393.39 mln S&P Capital IQ Consensus; subs +88% to 680-685K; EBITDA ($70-65) mln

Co issues upside guidance for FY20, sees FY20 revs of $1.45-1.50 bln vs. $1.39 bln S&P Capital IQ Consensus; EBITDA ($170-150) mln.

Earnings this week : Nov 4 - 8, 19 (wk 45)

Monday (Nov 4)

• Morning: BHC CYOU COHU RACE FE GCI KOS MMYT SOHU S SUP SYY UAA
• Afternoon: AAN ACOR ADUS AOSL APLE APTS AWR BHF BKD BKH BWXT CBT CC CDE CDEV CHGG CPE DIOD DK DOOR ED ELVT ETH EVBG EVER FBM FICO FN FRPT FRTA FTSI GRPN HHC HIG HLIO HPR HR HTZ IFF ITRI JKHY KAMN KMPR KMT LASR LMNX MAR MDRX MOS MYGN NBIX NCMI NTR O OTTR OUT OXY PAHC PBPB PI PLMR PLOW PRU PXD QTS REAL RMBS RNG RYAM SHAK SHO SNCR STE STRL SWM SYKE TCMD THC TNDM TSE UBER VAC VECO WES WTR XEC 

Tuesday (Nov 5)

• Morning: AFI AGN AMRC AMRN ARNC ASC ATH ATHM ATRO AVNS AVTR BCPC BDX BMCH BPMC BSIG CEIX CHH CHK CNK CSWI CTLT EEX EMR ENDP EQM EXPD FI FIS FTDR GEO GLDD GSKY GSX HLNE HSIC ICPT IPHS IPI JLL LAMR LCII LGIH LPX MDGL MGP MNK MYE MYL NEM NOVT NPO NS NWN OCN OXFD PBI PINC PPL PTON RCM REGN RHP RPD SERV SGRY SRC SSTK SXC TA THR TLRA TPR TRVG UNT UNVR USAC USFD VCEL VIRT VPG VRTV VST WBT WLK ZBH
• Afternoon: ACHC AKCA ALRM Y ATUS AVD ANDE AINV AIZ AVLR BTG BEAT WIFI CZR CARG CDK CENX CNO COHR CMP CPSI SCOR CPS CSOD CCRN CWK DVA DVN FANG DEI EVRI ES EVH FATE FRGI FIVN FLDM FTR GTES GTE GPRE GHL GWPH HCKT HCR HST HUBS ICHR IOSP INGN INSP PODD IPAR IRTC JAZZ KAR KRG KTOS KPI LC LGND LTHM MTCH MBI MCHP MODN MWA NP NEWR NUS OAS OHI OPK PE PAYS PAA PAGP PLT PTLA PRMW PRA RDUS RRGB RRR RGNX SWIR SSRM SXI INN SUPN CGBD TSLX TRUP TWO RARE VGR VOYA WMC WLL WW

Wednesday (Nov 6)

• Morning: AES XLRN AYR ALE AMRX ANIP WAAS GOLD BKI BLMN BCOR BR CSTE CPRI CRCM CARS CBRE FUN GIB CRL IMOS CIR CWEN CNHI CNR COTY CVIA CVS CYBR DEA ELAN ENBL ESPR GLOG GCP GEL HZNP HUM NSIT IONS JELD KELYA KL LAUR LXP LL MFA MIDD NYT NXST DNOW ODP OMI PZZA PFGC PRGO DOC RDWR SMG SEE SQNS SBGI SND VNTR VER VG VMC WNC WD WEC WEN WLH
• Afternoon: AIMT, ATSG, ALB, LNT, UHAL, AEL, ANGI, ANSS, AAOI, ASRT, ATO, EQH, AXGN, BIDU, BAND, BNFT, BL, BRKS, CECO, CVNA, CTL, COLL, CNDT, CXW, DAR, DCP, DXCM, DXPE, DVAX, ELF, EGAN, ERI, EBS, ECPG, ET, ELF, ENS, EOG, EVRG, EXPE, STAY, FG, FISV, FIT, FLT, FLO, FLNT, FSCT, FOSL, FOXA, GKOS, GMED, GLUU, GDDY, LOPE, HOLX, TWNK, IAG, ICFI, IAC, IVC, NVTA, IQ, KGC, LCI, LHCG, RAMP, MFC, MRO, MTRX, NTRA, NKTR, NVRO, NEX, OSUR, ORA, OR, PAAS, PGRE, PK, PDCE, PLYA, PRI, PROS, PSEC, PRSC, PBYI, QTWO, QCOM, QUOT, RP, RDFN, RCII, REZI, ROKU, RGLD, RUBI, SAIL, SGMO, WTTR, SEDG, SJI, SWX, SPTN, SQ, SLF, SUN, TLND, TTGT, TXMD, TMST, TPIC, TRIP, TCX, TPC, UPWK, VVV, VNDA, VERI, VSLR, WK, WMGI, WYNN, ZAGG, ZAYO 

Thursday (Nov 7)

• Morning: ACIW, ADNT, WMS, APD, AMC, ABC, MT, AVA, AZUL, BCC, CAH, ECOM, CBB, CLVS, CCOI, CMCO, COMM, CORE, COT, DNR, DISCA, DISH, SATS, EPAM, EVOP, AG, FOCS, GOGO, GTN, HAIN, HL, HIMX, HII, INXN, JCI, KDP, KTB, KOP, LXRX, MBUU, MCFT, MDP, VIVO, MSGN, NHI, EYE, NLSN, NBL, NOMD, NCLH, NVMI, NRG, OGE, PCRX, PRTY, PRFT, PGTI, PNW, PLUG, RL, RLGY, SBH, SEAS, SNH, STRA, TGNA, TSG, TWI, THS, GTS, TGI, USPH, VSTO, WRK, WWW, ZTS 
• Afternoon: AAXN, AGO, AGS, AIRG, AL, ALTR, AMBC, AMH, AMPH, ANAB, AQN, ARLO, ARNA, ATVI, AVID, BE, BEDU, BGNE, BKNG, BOLD, CABO, CDAY, CHUY, COLD, CORT, CTRE, CUTR, CWH, CYRX, DBX, DIS, EB, ENLC, ENV, FARM, FSLY, G, GDOT, GH, GPRO, GSBD, IVR, JAG, JJSF, KIDS, KRO, KSHB, LADR, LPSN, MAIN, MATX, MED, MIME, MITK, MMI, MNST, MOD, MRAM, MTD, MTW, NCR, NDLS, NLOK, NNBR, NNI, NVEE, NWSA, ONTO, PEGA, PEN, PETQ, PLNT, PRAA, QHC, QNST, RBA, RLJ, RVLV, SCPL, SEMG, SGMS, SIEN, SPPI, SRPT, STMP, SVMK, SWAV, SWCH, TDC, TIVO, TRHC, TROX, TRUE, TTD, TTWO, TUSK, TXG, UEPS, UNIT, UPLD, VRTU, VSAT, WPRT, WSC, WTRH, XOG, YELP, ZG, ZGNX, ZIOP

Friday (Nov 8)

• Morning: AER, AEE, EPAY, CLNY, DRH DUK, ENB, ERF, ETM, ESNT, FLY, GTX, GNLN, HMC, MSG, MGA, ZEUS, REV, SSP, SVC, STWD, USCR, UNT

Notable earnings reports: 

• Under Armour (NYSE:UAA), Uber (UBER), Shake Shack (NYSE:SHAK), Marriott International (NASDAQ:MAR) and Bausch Health (NYSE:BHC) on November 4; 
• Booking Holdings (NASDAQ:BKNG), Match (NASDAQ:MTCH), Peloton Interactive (NASDAQ:PTON) and Tapestry (NYSE:TPR) on November 5; 
• Baidu (NASDAQ:BIDU), Square (NYSE:SQ), Roku (NASDAQ:ROKU), Qualcomm (NASDAQ:QCOM), Expedia (NASDAQ:EXPE), Barrick Gold (NYSE:GOLD) and CVS Health (NYSE:CVS) on November 6; 
• Disney (NYSE:DIS), Activision Blizzard (NASDAQ:ATVI), GoPro (NASDAQ:GPRO), Take-Two Interactive (NASDAQ:TTWO), Wynn Resorts (NASDAQ:WYNN), Dropbox (NASDAQ:DBX) and Zillow (NASDAQ:ZG) on November 7; 
• Scientific Games (NASDAQ:SGMS) and Duke Energy (NYSE:DUK) on November 8.

-=Peloton (PTON) initiated by more than ten different firms

• At least 17 brokerage firms started coverage of the interactive fitness company. Of those, 16 gave Peloton stock buy ratings. One firm, MKM Partners, initiated coverage at neutral.
• Goldman Sachs is the most bullish of the group. It gave Peloton stock a price target of 37. In morning trading on the stock market today, Peloton stock fell 2.6%, near 22.90.
• Peloton began trading on Sept. 26 with its IPO priced at 29 a share. It ended its first day of trading at 25.76 and only got as high as 27.98 that day.

The New York City-based company sells home fitness equipment, including stationary bikes and treadmills that are equipped with internet-connected video screens. Users pay $39 a month to stream Peloton's exercise classes.

"Peloton is arguably the hottest brand in home fitness, with its popular hardware (led by the bike), livestreamed classes, and passionate community," Cowen analyst John Blackledge said in a note to clients. "As a first mover in the space, the company currently faces few true comps (competitors) that combine its premium hardware, software, content, logistics and community."

Blackledge initiated Peloton stock at outperform with a price target of 34.