Large Cap Gainers
* ILMN (135.27 +7.99%): Co outlined plans for expansion and previewed new products at investor day; target raised to $150 from $135 at Mizho; target raised to $190 from $120 at J.P. Morgan * TWTR (63.68 +5.13%): Seeing reports that co plans to partner with startup Stripe for e-commerce; initiated with a Buy at Stifel, target $75 * AXP (91.83 +4.61%): Reported Q4 EPS of $1.21 vs $1.25 estimate, revs rose 5.0% yoy to $8.55 bln vs $8.57 bln estimate; upgraded at Susquehanna and Buckingham Research
Large Cap Losers
* SLM (24.78 -8.70%): Missed quarterly EPS by $0.12 ($0.61 vs $0.73 estimate); loan originations rose 2% to $524 mln * COF (73.01 -4.49%): Missed quarterly EPS by $0.12 ($1.45 vs $1.57 estimate), revs fell 1.4% yoy to $5.54 bln vs $5.46 bln estimate; downgraded to Neutral from Positive at Susquehanna * INTC (25.64 -3.41%): Missed quarterly EPS by $0.01 ($0.51 vs $0.52 estimate), revs rose 2.6% yoy to $13.83 bln vs $13.74 bln estimate; reaffirmed FY14 revs ~flat yoy at $52.7 bln vs $53.19 bln estimate; sees Q1 revs of $12.3-13.3 bln vs $12.78 bln estimate
Mid Cap Gainers
* EA (24.05 +11.65%): NPD Group reported sale of new games at retail shops fell 17% to $1.31 bln; initiated with a Buy at CRT Capital,target $26 * SWKS (30.93 +8.07%): Beat quarterly EPS by $0.01 ($0.67 ex items vs$0.66 estimate), revs rose 11.3 % yoy to $505 mln vs $500 mln estimate; sees Q2 EPS of $0.59 ex items vs $0.57 estimate, revs of ~$470 mln v $460.50 mln estimate; target raised at Needham, Northland, Brean Capital, and Canaccord Genuity * AU (13.63 +6.57%): Strength in gold miners: KGC, GFI, EGO also higher seeing reports that gold miners were mentioned positively by J.P.Morgan analysts
Mid Cap Losers
* NUS (77.62 -8.47%): Continued weakness on news that China will investigate recent accusations that the company is operating an illegal pyramid scheme; downgraded to Neutral from Buy at BofA/Merrill * SINA (75.63 -6.14%): Downgraded to Hold from Buy at Jefferies * BBY (25.21 -6.04%): Continued weakness on disappointing domestic holiday comparable sales and lowering of Q4 profit guidance; downgraded to Neutral from Buy at Goldman; mentioned cautiously at Barron's; target lowered to $33 from $50 at Telsey Advisory Group