>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:

  • TITN +10.6%, WOOF +10%, XPEV +9.8%, WDAY +9.2% (also authorizes new $500 mln share repurchase program), BEKE +7.9%, DOOO +3.9%, CMP +3.6%, HPE +1.8%, ENB +1.6%, DCI +1.4%, NAT +1.4%, FRO +0.7%

Other news:

  • HZNP +33.1% (confirms preliminary discussions regarding potential buyout)
  • VRDN +15.8% (in sympathy with HZNP M&A news)
  • LUNG +9.2% (announces that the Japanese Ministry of Health Labour and Welfare has approved the Zephyr Endobronchial Valve for treating severe COPD/emphysema patients following a positive recommendation by Pharmaceuticals and Medical Devices Agency)
  • W +6.8% (reports post-Thanksgiving sales)
  • CBL +3% (declares special dividend of $2.20/sh)
  • MAXR +3% (to build two new geostationary communications satellites for SiriusXM)
  • BIIB +2.9% (Biogen and Eisai presents full results of Lecanemab Phase 3 confirmatory clarity ad study for early Alzheimer's disease at Clinical Trials on Alzheimer's Disease conference)
  • WBX +2.4% (private placement of $43.5 mln)
  • SANA +2.3% (confirms key program timelines and portfolio prioritization)
  • NOTV +1.8% (to close two isolator facilities)
  • BRY +1.6% (provides management succession plan; Fernando Araujo to become CEO)
  • PBI +1.4% (discusses business strategy)
  • BA +1.3% (awarded $398 mln U.S. Air Force modification contract)
  • BLUE +1.2% (sells Priority Review Voucher for $102 mln)
  • RIO +1% (provides update to progress strategy to strengthen decarbonise and grow)
  • CRM +1% (U.S. online sales rose 9% yr/yr during Cyber week)

Analyst comments:

  • SOUN +5.3% (upgraded to Overweight from Neutral at Cantor Fitzgerald)