In today’s briefing:
- Intel Ruins The Rally With Its Gloomy Guide
- Marriott Vacations Worldwide: Initiation of Coverage – Global Expansion Explosion! The Secret Behind Their 40% Surge in International Sales! – Major Drivers
- Yelp Inc: Initiation of Coverage – Unveiling Yelp’s High-ROI Ad Innovations That Are Changing the Game! – Major Drivers
- PowerSchool Holdings: Initiation of Coverage – Find Out How Their Cutting-Edge AI Is Transforming Public Education! – Major Drivers
- Upstart Holdings: Initiation of Coverage – Inside Look at Upstart’s Plan to Secure Game-Changing Partnerships and Fuel Growth! – Major Drivers
- Casey’s General Stores: Initiation of Coverage – Exploding Across New Territories – How Their Bold Expansion is Winning the Market! – Major Drivers
- Axcelis Technologies Inc.: Initiation of Coverage – The Silicon Carbide Revolution – How They’re Leading the Charge in Power Technology! – Major Drivers
- American Eagle Outfitters: Initiation of Coverage – Inside the Store Remodels Driving Unprecedented Sales Surges! – Major Drivers
- Axcelis Technologies Inc.: Initiation of Coverage – The Silicon Carbide Revolution – How They’re Leading the Charge in Power Technology! – Major Drivers
- Bausch + Lomb Corporation: Initiation of Coverage – The Multi-Million Dollar Growth Secret Behind LUMIFY and More! – Major Drivers
Intel Ruins The Rally With Its Gloomy Guide
- Q423 revenues of $15.4 billion, +8.5% QoQ, +10% YoY and $300 million above the guided midpoint
- Q124 guided to $12.7 billion, -17.5% QoQ albeit still up 8% YoY.
- Intel’s share priced fell 12% on the guide. CEO says this was an overreaction.
Marriott Vacations Worldwide: Initiation of Coverage – Global Expansion Explosion! The Secret Behind Their 40% Surge in International Sales! – Major Drivers
- This is our first report on Marriott Vacations Worldwide.
- On the positive side, contract sales across Europe and Asia Pacific increased by a notable 42% year-over-year proving the company’s strong international growth.
- Another positive aspect is the successful launch of the Hyatt Vacation Club brand and the new BEYOND program, which increased the number of travel offerings for Hyatt Vacation Club owners.
Yelp Inc: Initiation of Coverage – Unveiling Yelp’s High-ROI Ad Innovations That Are Changing the Game! – Major Drivers
- This is our first report on Yelp Inc.
- The management addressed strong performance across several key metrics.
- They reported an impressive 10th consecutive quarter of double-digit revenue growth, achieving a record net revenue of $345 million which signifies a 12% YoY increase.
PowerSchool Holdings: Initiation of Coverage – Find Out How Their Cutting-Edge AI Is Transforming Public Education! – Major Drivers
- This is our first report on PowerSchool Group Inc., an education technology company.
- The company recorded promising results in its Third Quarter 2023 Earnings.
- We have added reasonable forecasts of the annualized income statement and cash flows and carried out a DCF valuation of the company using its Weighted Average Cost of Capital (WACC) to determine a forecasted share price.
Upstart Holdings: Initiation of Coverage – Inside Look at Upstart’s Plan to Secure Game-Changing Partnerships and Fuel Growth! – Major Drivers
- This is our first report on cloud- based artificial intelligence (AI) lending platform operator, Upstart Holdings, Inc.
- Its recent results reveal a diverse picture as substantial growth and progress are achieved in the midst of a challenging lending environment.
- The positives are the company’s rapid strides in advancing its artificial intelligence lending platform, achievement as a financially sound company, growth in fee revenue, increase in team size, and AI platform expansion.
Casey’s General Stores: Initiation of Coverage – Exploding Across New Territories – How Their Bold Expansion is Winning the Market! – Major Drivers
- This is our first report on Casey’s General Stores.
- The company’s performance in the previous quarter remains solid as it delivered strong second-quarter results.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Axcelis Technologies Inc.: Initiation of Coverage – The Silicon Carbide Revolution – How They’re Leading the Charge in Power Technology! – Major Drivers
- This is our first report on Axcelis Technologies.
- As the power market continues to strengthen, Axcelis is guiding for Q4 2023 revenue with a gross margin of approximately 45% and an EPS of around 00.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
American Eagle Outfitters: Initiation of Coverage – Inside the Store Remodels Driving Unprecedented Sales Surges! – Major Drivers
- This is our first report on apparel major, American Eagle Outfitters.
- In the third quarter of 2023, American Eagle Outfitters achieved record revenue of $1.3 billion, buoyed by both strong in-store performance and a 10% growth in its digital channel.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Axcelis Technologies Inc.: Initiation of Coverage – The Silicon Carbide Revolution – How They’re Leading the Charge in Power Technology! – Major Drivers
- This is our first report on Axcelis Technologies.
- As the power market continues to strengthen, Axcelis is guiding for Q4 2023 revenue with a gross margin of approximately 45% and an EPS of around 00.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
Bausch + Lomb Corporation: Initiation of Coverage – The Multi-Million Dollar Growth Secret Behind LUMIFY and More! – Major Drivers
- This is our first report on eye health major, Bausch + Lomb Corporation.
- The company’s Q3 2023 Earnings Call reported an 8% increase in revenue, growth attributed to strengths across its well established and emerging brands that cover the whole spectrum of eye health.
- In this report, we have carried out a fundamental analysis of the historical financial statements of the company.
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