>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:

  • ENPH +21.7%, DOCS +11.4% (also acquires Amion), PAYC +9.8%, NCR +9.8% (co also exploring strategic alternatives), SCSC +9.7%, PERI +8%, PFGC +8%, CHEF +7.2%, HUBG +7%, CMG +6.5% (also increases goal to get to 7,000+ restaurants in North America; accelerates unit growth forecast), CGC +6.4%, CNO +5.4%, OMC +5.2%, GFS +4.5%, CCJ +4.4%, XPO +4.1%, XPO +4.1%, QGEN +4%, FLT +3.7%, REYN +3.4%, LAD +3.2%, IIIV +2.8%, RDWR +2.8%, PEAK +2.7%, UDR +2.3%, JKHY +2.2%, TGI +2%, TRMB +2%, CDW +2%, EQNR +1.9%, PAG +1.6%, APPS +1.2%, ONTO +1.1%, MODN +1%, ARCC +1%

Other news:

  • SEDG +9.4% (in sympathy with strong ENPH earnings)
  • RUN +6.7% (in sympathy with strong ENPH earnings)
  • XPEV +6.3% (announces inclusion of its shares in the Shenzhen-Hong Kong Stock Connect Program)
  • FLNC +6.3% (announces an agreement with The AES Corporation (AES) to employ the AI-powered Fluence IQ Bidding Application to maximize the value of a 1.1 GW portfolio of solar and energy storage projects in the Western United States)
  • FSLR +5.1% (in sympathy with strong ENPH earnings)
  • TWI +3.3% (Chairman Update #4 - Thoughts on the current market dynamics)
  • DT +2.6% (in sympathy with weak NEWR earnings)
  • TDC +2.4% (announces a $250 mln accelerated repurchase program)
  • AJRD +2.2% (announces successful building and testing of Stored Chemical Energy Propulsion)
  • SLN +2.1% (positive topline results in its phase 1 single-ascending dose study of SLN360)
  • GES +1.9% (issues statement in response to letter from Legion Partners)
  • ALB +1.9% (in discussions to expand lithium JV with Mineral Resources)
  • FUBO +1.7% (announces market access agreement with Cleveland Cavaliers)
  • UMH +1.7% (shares approved for dual listing on Tel Aviv Stock Exchange)
  • SPLK +1.5% (in sympathy with weak NEWR earnings)
  • NFLX +1.5% (ticks higher after performing well with Oscar nominations)
  • S +1.5% (new strategic alliance with MNDT)
  • BHC +1.3% (Solta Medical unit files for IPO)
  • DDOG +1% (in sympathy with weak NEWR earnings)

Analyst comments:

  • PENN +3.7% (upgraded to Positive from Neutral at Susquehanna)
  • KPTI +3.2% (upgraded to Neutral from Underweight at JP Morgan)
  • THC +2% (upgraded to Buy from Hold at Truist)
  • AMD +1.7% (upgraded to Buy from Outperform at Daiwa Securities)