Gapping up
In reaction to strong earnings/guidance: SMT +38.7% (also is taking action to exit the optical touch sensor business for desktop displays), UEPS +20.9%, ATHN +17.1%, LCI +14%, EXPE +12.8%, IMN +11.8% (ticking higher), BEBE +11%, CYTK +10.1% (light volume), OUTR +9.9% (announces new RedBox President and leadership transitions for Coinstar and ecoATM; downgraded to Market Perform from Outperform at Northland Capital after announcement of a $350M Dutch Tender), UBNT +8.7%, ATVI +8.3%, LQDT +8%, MXL +6.4%, ADEP +6.2%, LSCC +5.2%, (light volume), MSG +5.2%, ONNN +4%, NWSA +3.9%, GPS +3.8%, MCO +3.8%, STO +3.2%, NTGR +2.5%, ECOM +2.3%, MT +2.1%, MITK +1.9% (light volume), CLCT +1.8% (light volume), SSD +1.3%, APO +1.3%, WWWW +0.7% (light volume), TPX +0.6% (light volume).
A few 3-D print names are modestly rebounding (light volume): DDD +2.7%, SSYS +2.2%, XONE +1.6%
Other news: PDO +28.6% (the co and Yuma Energy announce merger agreement), ARIA +7.5% (Sarissa Capital Management (Carl Icahn's past healthcare lieutenant) wants two Board seats on ARIA Board, according to reports), GTAT +6.9% (related to reports that Apple aquired sapphire tools), MU +1.8% (still checking), AAPL +1.8% (Apple has repurchased $14 bln in shares since earnings report, Tim Cook says, according to reports), PCLN +1.6% (following EXPE results), MYGN +1.4% ( BRCA Patent Owners and Gene by Gene Resolve Patent Suit; Gene by Gene will cease selling or marketing clinical diagnostic tests within N. America that include analysis of the BRCA1 and/or BRCA2 genes as a standalone test or in conjunction with gene panels), GM +1.3% (favorable mention on Mad Money), TWTR +0.9% (modestly rebounding), AMZN +0.8% (announces content licensing agreement with Twentieth Century Fox television distribution that will make Prime Instant Video the exclusive online-only subscription home for streaming all past episodes of The Americans), IIVI +0.8% (announces $20 mln share repurchase program), T +0.8% ( DailyMail discusses that takeover speculation continues in VOD despite AT&T (T) denial, according to reports), QIHU +0.7% (Qihoo 360 Tech. and D Link introduce smart WLAN router, according to reports), GOOG +0.6% (Google plans to own $750 stake in Lenovo (LNVGY) following Motorola deal closure, according to reports), TRIP +0.5% (following EXPE results), SDRL +0.5% (enters into forward agreement for 81,828,500 shares of Sevan Drilling , AAL +0.5% (favorable mention on Mad Money), FB +0.4% (following LNKD results), SODA +0.4% (modestly pulling back), KO +0.4% (Barron's profiles positive view on Coca Cola (KO) following Green Mountain Coffee (GMCR) deal. ), CTRP +0.3% (following EXPE results), HTS +0.2% (American Capital Agency (AGNC) discloses 8.5% passive stake in 13G filing ).
Analyst comments: ANR +1.9% (upgraded to Neutral from Sell at Citigroup), SBUX +1.6% (upgraded to Outperform from Market Perform at Wells Fargo), MYGN +1.4% (upgraded to Neutral from Underperform at Credit Suisse ), SNE +1.1% (upgraded to Buy from Hold at Jefferies), C +1.1% (added to US 1 Focus List at BofA/Merrill ), NFLX +1% (Transferring coverage of Netflix and establishing a Buy rating and a $475 target - Stifel)