>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • ADBE +6.1% (reaffirms Q4 guidance; sees FY19 rev up 20%), PLUG +3.2% (raises FY18 revenue guidance) CRY +3% (light volume; sees Q3 revenue above consensus), MS +2.9%, JBHT +1.5%, UNH +1.4%, OMC +1.1%, DVN +1.1%, GS +1.1%, INFY +0.9%

Other news:

  • HQCL +14.6% (enters definitive agreement going-private transaction implying equity value of approximately $825 million)
  • SEND +13.2% (Twilio to acquire SendGrid in an all-stock transaction valued at approximately $2 billion)
  • GORO +6.1% (reports Q3 production; reaffirms FY18 production)
  • ULBI +4% (thinly traded; awarded $8.3 million communications radio contract)
  • CGC +3.9% (continues strength; also confirmed earnings release date will be Nov 14)
  • AAP +2% (Advance Auto & Wal-Mart (WMT) announce plans to launch automotive specialty store on Walmart.com)
  • WERN +1.6% (following JBHT earnings/guidance)
  • CRM +1.4% (following ADBE guidance)
  • NVS +1.1% (5-year data in psoriatic arthritis and ankylosing spondylitis reinforces Cosenty)
  • SNY +0.8% (announces two pivotal Phase 3 placebo-controlled trials evaluating Dupixent in adults with inadequately-controlled chronic rhinosinusitis with nasal polyps met all primary and secondary endpoints) . 

Analyst comments:

  • TLRY +6.3% (initiated with a Buy at The Benchmark Company)
  • RACE +4.4% (added to US 1 List at BofA/Merrill)
  • FTCH +4.2% (initiated with a Outperform at Wells Fargo; initiated with a Buy at Deutsche Bank, among others)
  • SYMC +3.6% (upgraded to Market Perform from Underperform at Cowen)
  • CGNX +3.4% (upgraded to Buy at Needham)
  • ESPR +2.4% (initiated with a Buy at BTIG Research; tgt $82)
  • LVS +2.1% (upgraded to Buy from Hold at HSBC Securities)
  • YMAB +1.9% (initiated with a Buy at BofA/Merrill)
  • CBRL +1.3% (upgraded to Outperform at Telsey Advisory Group)
  • IFF +1.1% (upgraded to Buy from Hold at Deutsche Bank)
  • PYPL +1% (added to US 1 List at BofA/Merrill)