--Shake Shack reports Q3 EPS 17c, consensus 10c 07:21 SHAK --Peloton sees FY24 revenue $2.7B-$2.8B, consensus $2.79B » 07:19 PTON --Staar Surgical price target lowered to $55 from $58 at Mizuho » 07:18 STAA --Wayfair price target lowered to $53 from $89 at Baird » 07:18 W --Peloton sees Q2 revenue $715M-$750M, consensus $763.3M » 07:17 PTON --8x8 upgraded to Buy from Hold at Craig-Hallum » 07:16 EGHT --Dynatrace raises FY24 non-GAAP EPS view to $1.09-$1.12 from $1.03-$1.06 » 07:15 DT Cons --Papa John's reports Q3 EPS 53c, consensus 57c » 07:07 PZZA
Where in the world is Van? A couple of his stocks are reporting PTON, PZZA & EL! Disney buys Hulu!!!! Another GBA prediction come true! Add it to the others...
--Westlake reports Q3 EPS $2.20, consensus $1.97 » 07:06 WLK --Starbucks: 'We have great momentum,' fueled largely by reinvention plan » 07:05 SBUX --Trade Desk upgraded to Neutral from Sell at New Street » 06:53 TTD- WTF Thanks alot/
--Apellis price target raised to $86 from $70 at Baird » 06:49 APLS --Another Van name!!! Sportradar price target lowered to $15 from $18 at Citi » 06:49 SRAD --Immatics initiated with an Overweight at Cantor Fitzgerald » 06:28 IMTX --Immunocore initiated with an Overweight at Cantor Fitzgerald » 06:25 IMCR --Cedar Fair, Six Flags merging in all-stock deal --Oscar Health upgraded to Buy from Neutral at BofA » 06:05 OSCR
Estee Lauder downgraded to Market Perform from Outperform at Telsey Advisory » 05:20 EL What the hell I got to talk to Van about this-- GBA officially upgraded EL from sell to Neutral a few days ago! Now we look silly/ When Dana turns against you, it's not good. We were prepared today to go from Neutral to Positive.. but now I'm wondering we better wait and hear from Van.
CRSP- So if you haven't figured it out the PUFDA date or whatever they call it... that is still in DEC- this was some safety panel-- why the held the stk I don't know too much drama-- Cathie Wood's ARK Investment bought 151.9K shares of Crispr Therapeutics 21:24 CRSP
Cathie Wood's ARK Investment bought 208.9K shares of Recursion Pharmaceuticals 21:23 RXRX Want to double check on this one-- Cathie has an AI / Bio play this may be it/
Wingstop Q3 encouraging on increased lower income frequency, says Stephens » 18:32 WING This is a nice way of saying poorer people are eating wings/
YOUR DAILY GUMMY- WEAV Weave raises FY23 revenue view to $168.3M-$169.3M, consensus $165.9M » 17:17 WEAV Weave Communications, Inc. (WEAV) $24 IPO now $7 / NYSE - NYSE Delayed Price. 7.02-0.14(-1.96%) At close: November 1 04:00PM EDT 7.40+0.38(+5.41%)<-------------------------- After hours:Nov 1, 07:31PM EDT Description Weave Communications, Inc. provides a customer communications and engagement software platform in the United States and Canada. Its platform enables small and medium-sized businesses to maximize the value of their customer interactions and minimize the time and effort spent on manual or mundane tasks. The company's products include Customized Phone System, a smarter phone system to identify whether incoming calls are from new or current customers, provide information at every call, and manages heavy call times; Weave Text Messaging to communicate with customers; Weave Missed Call Text to take action in real time upon notification of a missed call; Weave Team, a group messaging solution that helps businesses and their team members communicate with each other from their work stations; and Weave Mobile App to text customers, request payments, and receive and make calls. It also offers Weave Reviews to request, collect, monitor, and respond to reviews; Weave Email Marketing, an email system; Text Connect to interact with their existing and potential customers online directly through their websites; Weave Payments, a payment processing solution; Customer Insights to collect payments faster, improve personalized engagement with each customer, and recommend follow-up items. In addition, the company provides Digital Forms to fill out critical information; Insurance Verification that provides patient insurance plan details; and Scheduling to send automatic scheduling reminders through text message or email reminders. It serves customers in dental, optometry, veterinary, physical therapy, home services, audiology, medical specialty services, and podiatry industries. The company was formerly known as Recall Solutions, LLC and changed its name to Weave Communications, Inc. in October 2015. Weave Communications, Inc. was founded in 2008 and is headquartered in Lehi, Utah. WEAV IPO's at $24// If they get their act together we can assume upgrades from: Goldman Sachs & Co. LLC, BofA Securities and Citigroup are acting as lead book-running managers for the offering.Piper Sandler,Raymond James, Stifel,William Blair, Guggenheim Securities, Academy Securities, Loop Capital Markets and Tigress Financial Partners are acting as co-managers for the offering. From the IPO time> Based upon its research,Weave'sForm S-1suggests that its(Total) Available Marketin the U.S. is roughly $11.1 billion annually (based upon SMBs in America with fewer than 500 employees). So far,Weavebelieves it has achieved a 10% market penetration in the dental industry in the U.S. By contrast, it feels its total combined penetration into the combined dental, optometry, veterinary, medical specialty services, and home services vertical markets is approximately 3%. Weave Milestonesgraphic copied from its Form S-1 on theSECwebsite 18 October 2021.