>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • ANF +18.8%, TITN +16%, TECD +15.1%, LZB +9.6%, YETI +7.8%, BOX +4.9%, VEEV +3.8%, KIRK +2%, DAVA +1.8%

M&A news:

  • NLSN +5.6% (said to have attracted buyout interest from PE firm Madison Dearborn, according to the FT)
  • CVS +1.4% (CVS Health completed its acquisition of Aetna Inc)

Other news:

  • CMCM +2.4% (after issuing another response to Kochava's 'misleading statements')
  • YELP +1.5% (announces new $250 mln share repurchase authorization)
  • MO +0.8% (continued strength on WSJ report that the company may acquire Juul stake)
  • LMT +0.8% (on reported progress in Saudi Arabia deal for THAAD missile system)
  • BURL +0.8% (continued strength following earnings)

Analyst comments:

  • NIU +1.4% (initiated with a Buy at Needham)
  • MCD +1.3% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
  • R +1% (upgraded to Buy from Hold at Stifel)
  • PPG +0.7% (upgraded to Buy from Neutral at Citigroup)
  • OKE +0.5% (upgraded to Buy at Citigroup)