TheChek News Flow

Companies trading higher in after hours in reaction to earnings/guidance: PRCH +20.4%, CORT +20.2%, SMHI +17.2%, FORM +12.4%, FTNT +11%, GKOS +9.5%, MSFT +8.3%, EFOR +8.3%, NPKI +7.9%, CNMD +7.2%, SBUX +6%, GFL +5.9%, CMG +5.9% (also authorizes additional $1.3 bln for repurchases), RGR +5.7%, CVI +5.1%, MAX +5.1%, SIMO +5.1%, SFM +4.8%, PBI +4.8%, LRCX +4.7%, CHDN +4.5%, ARXS +4.3%, PI +4.2%, FLS +4.1%, BHE +3.8%, BHC +3.8%, AGI +3.6%, VET +2.8%, SCI +2.3%, LXU +2.3%, ST +2.2%, EQIX +2.2%, CSL +1.6%, OHI +1.6%, VKTX +1.4%, TYL +1.3% (also authorizes new $1.5 bln repurchase program), PTC +1.1%, CP +1% (also appoints new Chair), MYRG +0.9%, INVH +0.9%, PSA +0.8%, MOD +0.8%, PLXS +0.8%, PCOR +0.6% (also to acquire DroneDeploy), KGC +0.6% (also update on Lobo-Marte project), WHD +0.5%, CBZ +0.2%, WFG +0.2%, SCM +0.1% (guidance)

Companies trading higher in after hours in reaction to news: SMTI +9.2% (to be acquired by MDXG for $35/share in cash and stock), FIVN +6.4% (to join S&P SmallCap 600), HII +4.6% (co and GD win $76.6 bln Navy submarine contract modifications), GD +3.1% (co and HII win $76.6 bln Navy submarine contract modifications), AXTI +1.6% (long-term indium phosphide wafer supply agreement with LITE), HLN +1.2% (files mixed shelf offering), XNCR +1.1% (to receive $105 mln from Alexion to settle Ultomiris U.S. royalty dispute), MCK +0.9% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), HL +0.9% (Q2 exploration update), CVS +0.8% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), VST +0.8% (increases dividend), CI +0.7% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), UNP +0.6% (increases dividend), UHS +0.2% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule)

After Hours Losers:

Companies trading lower in after hours in reaction to earnings/guidance: FTAI -18.4%, TDOC -16.2%, TREE -11.3%, FICO -9.3%, WWD -8.9%, META -8.7%, CWH -6.9%, MDXG -6.6% (also to acquire SMTI), CVNA -6.6%, QCOM -6.5%, ARM -6%, ALKT -5.9%, PFSI -5.9%, PFSI -5.9%, ALGN -5.6% (raises buyback commitment to $500 mln), TENB -5.5%, HLI -5.1%, WAY -4.6% (also names new CFO), LHX -4.4%, ALRS -4.4%, CLB -4%, COUR -3.2%, PPC -3%, RSI -2.6%, ADPT -2.5%, ETD -2.4%, QTWO -2.4% (also authorizes buyback program), HOOD -2.2%, HXL -2.1%, AWK -2.1%, AUR -2%, TNK -1.5%, MGM -1.4%, AM -1.3%, FMC -1.1%, MAA -1.1%, SONO -1%, AR -0.8%, TTEK -0.7%, MKL -0.7%, VICI -0.6%, CMPR -0.6%, EG -0.6%, DYN -0.6%, EPR -0.4%, CRK -0.3%, PTEN -0.3%, VTR -0.1%

Companies trading lower in after hours in reaction to news: DC -2.1% (CEO to retire), METC -1.5% (posts Hatch scoping report on Brook Mine critical minerals project), JNJ -1.5% (to invest in Sail Biomedicines; also completes $1 bln Firefly Bio acquisition), KSS -1.2% (names new Chair), OSCR -1.2% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), THC -0.9% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), HUM -0.8% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), ELV -0.3% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), UNH -0.2% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), HCA -0.2% (CMS issues Fiscal Year 2027 Medicare inpatient psychiatric facility prospective payment system final rule), WTRG -0.2% (increases dividend)