>>> US Gapping down

Gapping down
In reaction to earnings/guidance
:
  • CNMD -9.5%, MXL -9.3%, BV -7.1%, ING -6.2%, CHRW -6.1%, WOLF -5.9%, MKL -5.3%, BC -5.2%, LSTR -4%, CAH -3.9%, AFL -3.4%, BDX -2.9%, MTH -2.5%, HON -2.3%, SIGI -2.1%, AVB -2% (also increases dividend), PTC -2%, QCOM -1.9%, SNY -1.9%, EGHT -1.8%, MET -1.7%, BR -1.6%, VSTO -1.1%, OCSL -1.1%, DOV -0.9%
Other news:
  • RKLB -9.1% ($275 mln convertible notes offering)
  • ARQT -6.1% (files $300 mln mixed shelf securities offering)
  • HSAI -4.6% (issues statement on the U.S. Department of Defense "Chinese Military Companies" List)
  • AVD -2% (confirms 2023 and 2024 targets)
Analyst comments:
  • AMPL -4.1% (downgraded to Underweight from Equal-Weight at Morgan Stanley)
  • ZI -2.2% (downgraded to Equal-Weight from Overweight at Morgan Stanley)
  • PAGS -1.4% (downgraded to Neutral from Buy at New Street)
  • EXTR -1% (downgraded to Neutral from Buy at UBS)
  • STNE -0.9% (downgraded to Neutral from Buy at UBS)
  • LII -0.8% (downgraded to Underweight from Neutral at JP Morgan)

>>> US Gapping up

Gapping up
In reaction to earnings/guidance
:
  • NXT +21.3%, RCI +16.7%, CMPR +14.9%, ALGN +13.1%, GOOS +12.6%, RYN +7.8%, RACE +6.6%, DB +6%, PBI +5.8%, QRVO +5.5% (also to acquire Anokiwave), BALL +5.5%, LPG +5.4%, ATI +5.2%, CMS +4.9%, EZPW +4.7%, RVTY +4.5%, DGII +4.3%, MEOH +4%, SNCY +4%, CTVA +3.8%, PH +2.8%, ETN +2.7%, HII +2.7%, JHG +2.6%, FLEX +2.4%, CACC +2.4%, RCL +2.4%, THG +2.3%, SHEL +2.3%, MTG +2.2%, NYCB +2.2%, NTGR +2%, TT +2%, PTON +2%, BOOT +1.8%, ASX +1.8%, KEX +1.7%, ATKR +1.6%, SBH +1.2%, LANC +1.2%, MO +1.1%, MRK +1%
Other news:
  • PTGX +8% (PTGX and TAK enter into license and collaboration deal)
  • NTLA +4.9% (announces publication of interim Phase 1 Data for NTLA-2002)
  • AHG +4.3% (to make equity investment in Deyihui)
  • UFI +3.5% (begins implementing profitability improvement plan)
  • NIO +2.8% (Dec deliveries)
  • LI +2.7% (Dec deliveries)
  • XPEV +2.4% (Dec deliveries)
  • PARA +2.1% (taking initial steps toward possible sale according to NY Post)
  • G +2.1% (G announces new multi-year engagement with ADV)
  • SPR +1.7% (FAA's previously announced audit of 737 MAX production to include SPR fuselage according to Reuters)
  • GSK +1.7% (issues statement on Zantac litigation)
  • BTBT +1.5% (expands mining fleet; finalizes deal for 6 MW of incremental hosting capacity)
  • BA +1.4% (FAA's previously announced audit of 737 MAX production to include SPR fuselage according to Reuters)
  • ES +1.4% (increases dividend)
  • ZCAR +1.3% (introduces new product category with 50% lower pricing)
  • AMPS +1.1% (acquires 84MW portfolio from Vitol)
Analyst comments:
  • VERI +1.8% (upgraded to Neutral from Sell at ROTH)

>>> US Research Calls

Research Calls
  • Upgrades:
    • The Cigna Group (CI) upgraded to Buy from Hold at Deutsche Bank; tgt raised to $370
    • easyJet (ESYJY) upgraded to Overweight from Neutral at JP Morgan
    • NETSTREIT (NTST) upgraded to Sector Weight from Underweight at KeyBanc Capital Markets
    • Rockwell Automation (ROK) upgraded to Buy from Outperform at Daiwa Securities; tgt $310
    • Veritone (VERI) upgraded to Neutral from Sell at ROTH MKM; tgt lowered to $1.85
  • Downgrades:
    • Amplitude (AMPL) downgraded to Underweight from Equal-Weight at Morgan Stanley; tgt $12
    • Brookfield Asset Mgmt (BAM) downgraded to Hold from Buy at HSBC Securities
    • Corning (GLW) downgraded to Reduce from Hold at HSBC Securities; tgt $29
    • Extreme Networks (EXTR) downgraded to Neutral from Buy at UBS; tgt lowered to $14
    • Extreme Networks (EXTR) downgraded to Neutral from Buy at Rosenblatt; tgt lowered to $15
    • Lennox Int'l (LII) downgraded to Underweight from Neutral at JP Morgan; tgt lowered to $330
    • New York Community (NYCB) downgraded to Sector Perform from Outperform at RBC Capital Mkts; tgt lowered to $7
    • New York Community (NYCB) downgraded to Hold from Buy at Jefferies; tgt lowered to $7
    • PagSeguro Digital (PAGS) downgraded to Neutral from Buy at New Street; tgt $15
    • PPG Industries (PPG) downgraded to Neutral from Buy at Redburn Atlantic; tgt $160
    • Qualcomm (QCOM) downgraded to Neutral from Buy at Citigroup; tgt $160
    • Safran SA (SAFRY) downgraded to Neutral from Buy at Goldman
    • StoneCo (STNE) downgraded to Neutral from Buy at UBS; tgt raised to $21
    • Tricon Residential (TCN) downgraded to Peer Perform from Outperform at Wolfe Research
    • ZoomInfo (ZI) downgraded to Equal-Weight from Overweight at Morgan Stanley; tgt lowered to $20
  • Others:
    • Ally Financial (ALLY) added to Goldman's Conviction Buy List
    • Archer-Daniels (ADM) initiated with a Neutral at Citigroup; tgt $57
    • Arvinas (ARVN) initiated with a Buy at Goldman; tgt $70
    • AT&T (T) upgraded to Overweight from Neutral at JP Morgan; tgt raised to $21
    • BellRing Brands (BRBR) initiated with a Buy at Citigroup; tgt $67
    • biote Corp. (BTMD) initiated with a Buy at Jefferies
    • Bunge (BG) initiated with a Buy at Citigroup; tgt $108
    • Campbell Soup (CPB) initiated with a Sell at Citigroup; tgt $41
    • Conagra (CAG) initiated with a Neutral at Citigroup; tgt $30
    • Darling Ingredients (DAR) initiated with a Neutral at Citigroup; tgt $49
    • Dynavax (DVAX) initiated with a Neutral at Goldman; tgt $20
    • Freshpet (FRPT) initiated with a Neutral at Citigroup; tgt $94
    • General Mills (GIS) initiated with a Neutral at Citigroup; tgt $67
    • Guidewire Software (GWRE) initiated with an Outperform at Raymond James; tgt $125
    • Hershey Foods (HSY) initiated with a Neutral at Citigroup; tgt $213
    • Hormel Foods (HRL) initiated with a Neutral at Citigroup; tgt $31
    • Installed Building Products (IBP) added to Goldman's Conviction Buy List
    • J.M. Smucker (SJM) initiated with a Buy at Citigroup; tgt $153
    • JPMorgan Chase (JPM) removed from Goldman's Conviction Buy List
    • Kellanova (K) initiated with a Neutral at Citigroup; tgt $57
    • Kraft Heinz (KHC) initiated with a Buy at Citigroup; tgt $43
    • Lamb Weston (LW) initiated with a Buy at Citigroup; tgt $132
    • Lennox Int'l (LII) resumed with a Buy at Deutsche Bank; tgt $523
    • Mama's Creations (MAMA) initiated with a Buy at ROTH MKM; tgt $6
    • McCormick (MKC) initiated with a Sell at Citigroup; tgt $60
    • Mondelez Int'l (MDLZ) initiated with a Buy at Citigroup; tgt $87
    • Okta (OKTA) removed from Goldman's Conviction Buy List
    • Quanterix (QTRX) initiated with a Sector Outperform at Scotiabank; tgt $30
    • Republic Services (RSG) removed from Goldman's Conviction Buy List
    • SilverBow Resources (SBOW) initiated with a Buy at Mizuho; tgt $40
    • SolarWinds (SWI) initiated with a Neutral at JP Morgan; tgt $14
    • Target (TGT) added to Goldman's Conviction Buy List
    • Tyson Foods (TSN) initiated with a Neutral at Citigroup; tgt $56
    • WW (WW) removed from Goldman's Conviction Buy List

>>>

Ferrari beats by EUR0.14, revs in-line; guides FY24 EPS below consensus, revs in-line (345.92)
  • Reports Q4 (Dec) earnings of EUR1.62 per share, EUR0.14better than the FactSet Consensus of EUR1.48; revenues rose 11.3% year/year to EUR1.52 bln vs the EUR1.51 bln FactSet Consensus.
  • Co issues guidance for FY24, sees EPS of at least EUR7.50, excluding non-recurring items, vs. EUR7.54 FactSet Consensus; sees FY24 revs of at least EUR6.4 bln vs. EUR6.446 bln FactSet Consensus.

>>> US Early premarket gappers

Early premarket gappers
  • Gapping up:
    • NXT +22.8%, CMPR +14.3%, ALGN +12.2%, RYN +7.8%, AHG +7.3%, PTGX +6%, QRVO +5.3%, DB +5.1%, CTVA +4.9%, EZPW +4.7%, DGII +4.3%, RACE +4.2%, MEOH +4%, SNCY +4%, UFI +3.5%, NIO +3.5%, LI +3.1%, ATKR +3%, NTLA +2.9%, XPEV +2.9%, BTBT +2.7%, SHEL +2.5%, CACC +2.4%, THG +2.3%, MTG +2.2%, G +2.1%, FLEX +2.1%, NTGR +2%, BALL +2%, GSK +1.9%, PARA +1.8%, ASX +1.8%, BA +1.6%, ZCAR +1.3%, NYCB +1.2%
  • Gapping down:
    • MXL -13.5%, ARQT -9.9%, CNMD -9.5%, RKLB -7.4%, ING -7.4%, BV -7.1%, WOLF -6.7%, HSAI -6%, LSTR -4%, CVGW -3.7%, EGHT -3.3%, OCSL -3%, CHRW -2.8%, MTH -2.5%, SIGI -2.1%, AFL -2.1%, HON -2.1%, AVD -2%, PTC -2%, MET -1.8%, MKL -1.6%, KLIC -1.5%, SWK -1.4%, SNY -1.3%, QCOM -1.2%, VSTO -1.1%