>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • CNR +14.3%, CMBM +10.7%, CVET +7.4%, KODK +6.6%, HBM +6.3%, XP +5.1%, ARCO +4.9%, LRN +4.8%, NARI +4.2%, TUFN +3.9%, EAT +3.3%, VIR +1.6% (also expects to start a Phase 2/3 trial for VIR-7831 in August), KRNT +1%

M&A news:

  • CBMG +34.8% (enters into definitive merger agreement; transaction would result in company going private)
  • LBTYA +2.4% (acquires Sunrise Communications Group) 

Other news:

  • BLDR +12% (to join S&P MidCap 400)
  • MRNA +11.1% (announces supply agreement with US govt for mRNA vaccine against COVID-19)
  • FBK +8.2% (to join S&P SmallCap 600)
  • TSLA +6.5% (announces 5-for-1 stock split)
  • ALPN +5.9% (stock offering)
  • CXW +5.2% (to join S&P SmallCap 600)
  • CDE +3% (provides update on 2020 exploration program)
  • PACB +2.9% (prices offering of 19.43 mln shares of common stock at $4.47 per share)
  • ALGT +2.5% (reports July traffic)
  • IVZ +2.3% (reports July AUM)
  • SSTK +2.3% (prices pricing offering of 2.58 mln shares of common stock at $48.50/share; co is selling 516,000 shares and Jon Oringer (Founder, Executive Chairman) is selling 2,064,000 shares in this offering)
  • W +1.6% (prices $1.32 bln(upsized from $1.2 bln) aggregate principal amount of 0.625% convertible senior notes due 2025)
  • UPLD +1.5% (prices offering of 3.5 mln shares of common stock at $34.00 per share)
  • BKD +1.4% (stock offering)
  • REGN +1.1% (announces FDA has accepted for Priority Review a Biologics License Application for evinacumab as an adjunct to other lipid-lowering therapies in patients with homozygous familial hypercholesterolemia)
  • APAM +1% (reports July AUM)
  • WWW +1% (names Brendan Hoffman as future CEO)

Analyst comments:

  • AEO +9.1% (upgraded to Overweight from Neutral at JP Morgan)
  • CNX +5.1% (upgraded to Overweight from Neutral at Piper Sandler)
  • AN +2.6% (upgraded to Buy from Neutral at Guggenheim)
  • MPC +2.4% (upgraded to Outperform from Market Perform at Cowen)
  • ROKU +2.4% (initiated with a Buy at Deutsche Bank)
  • GOLD +1.9% (upgraded to Buy from Hold at Canaccord Genuity)
  • INVH +1.9% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
  • MGRC +1.8% (upgraded to Outperform from Perform at Oppenheimer)
  • ATCO +1.5% (upgraded to Neutral from Underperform at BofA Securities)
  • HD +1.5% (upgraded to Accumulate from Hold at Gordon Haskett)
  • JCOM +1.3% (upgraded to Outperform from Sector Perform at RBC Capital Mkts)