Core Insights - Chewy Inc. reported better-than-expected earnings for Q1, with adjusted earnings of 35 cents per share, a 12.9% increase year-over-year, surpassing the consensus of 34 cents and management guidance of 30-35 cents [1] - The company achieved sales of $3.12 billion, reflecting an 8.3% year-over-year growth, exceeding the consensus of $3.08 billion and management guidance of $3.06 billion-$3.09 billion [1] Financial Outlook - For fiscal year 2025, Chewy anticipates sales between $12.30 billion and $12.45 billion, slightly below Wall Street's estimate of $12.54 billion [2] - The expected adjusted EBITDA margin for 2025 is projected to be between 5.4% and 5.7%, compared to 4.8% for fiscal year 2024 [2] - For Q2 2025, Chewy forecasts sales of $3.06 billion to $3.09 billion, above the consensus of $3.03 billion, and adjusted earnings of 30-35 cents per share versus a consensus of 31 cents [2] Stock Performance - Following the earnings announcement, Chewy shares increased by 2.5%, trading at $41.79 [3] Analyst Ratings and Price Targets - JP Morgan analyst Doug Anmuth maintained an Overweight rating and raised the price target from $36 to $47 [6] - Mizuho analyst David Bellinger maintained a Neutral rating and lowered the price target from $47 to $44 [6] - Wedbush analyst Scott Devitt maintained an Outperform rating and raised the price target from $39 to $45 [6] - Evercore ISI Group analyst Mark Mahaney maintained an Outperform rating and raised the price target from $47 to $52 [6] - Citigroup analyst Steven Zaccone maintained a Buy rating and raised the price target from $42 to $49 [6] - Guggenheim analyst Steven Forbes maintained a Buy rating and raised the price target from $42 to $45 [6]

Core Viewpoint - BioNTech SE has agreed to acquire CureVac N.V. in an all-stock transaction valued at approximately $1.25 billion, aiming to enhance its capabilities in mRNA-based cancer immunotherapy [1][3]. Group 1: Transaction Details - Shareholders of CureVac can exchange their shares for about $5.46 in BioNTech ADSs, with the equity value of the deal being around $1.25 billion [1]. - The transaction includes a collar mechanism affecting the exchange ratio based on the 10-day volume weighted average price (VWAP) of BioNTech ADSs, with specific ratios set for prices above $126.55 and below $84.37 [2]. - Upon closing, CureVac shareholders are expected to own between 4% and 6% of BioNTech [2]. Group 2: Strategic Implications - The acquisition is part of BioNTech's oncology strategy, which includes mRNA-based cancer immunotherapy candidates and a bispecific antibody candidate, BNT327 [4]. - BioNTech plans to integrate CureVac's research and manufacturing site in Tübingen, enhancing its research, development, and manufacturing capabilities [4]. Group 3: Financial Context - BioNTech had €15.9 billion in cash, cash equivalents, and security investments as of March 31 [5]. - The transaction was unanimously approved by both companies' management and supervisory boards and is expected to close in 2025 [5]. Group 4: Related Agreements - BioNTech has a co-development and co-commercialization agreement with Bristol Myers Squibb, which includes an upfront payment of $1.5 billion and potential additional payments totaling up to $7.6 billion [6].

Cameco Corp. CCJ, the world’s largest publicly traded uranium miner, has been moving sharply up as the nuclear energy industry enters a renaissance. CCJ’s recent move is outsized, but this chart has a strong upward trajectory for the longer-term investor over time.That said, a fade to support may be on the horizon. Both short-term and long-term traders can benefit from a move like this with a simple calendar spread. The trade we’re going to use is a call calendar spread. A long calendar spread generally pre ...

Core Insights - SailPoint, Inc. reported better-than-expected first-quarter adjusted EPS results and raised its FY26 guidance above estimates [1] - The company experienced a quarterly revenue growth of 23% year-on-year to $230.47 million, with subscription revenue increasing by 27% to $215.32 million [1] - For fiscal year 2026, SailPoint expects an ARR of $1.095 billion to $1.105 billion, representing 25%-26% growth [3] Financial Performance - First-quarter adjusted EPS was reported at 1 cent, surpassing the consensus estimate of a 1-cent loss [1] - The company anticipates second-quarter revenue of $242 million to $244 million, indicating a growth of 22%-23% compared to the consensus estimate of $231.96 million [2] - For fiscal 2026, revenue is projected to be between $1.034 billion and $1.044 billion, which is an increase from the previous guidance [3] Market Reaction - Following the earnings announcement, SailPoint shares increased by 14.7%, closing at $22.53 [4] - Analysts have adjusted their price targets for SailPoint, with Barclays raising it from $23 to $25 and Wells Fargo from $16 to $20 [7] Strategic Outlook - The CEO highlighted strong adoption among Fortune 500 and Forbes Global 2000 companies, indicating a robust customer base [3] - The company is focusing on identity security solutions that are AI and data-driven, which is expected to drive future growth [3]

Core Insights - Victoria's Secret & Co. reported in-line earnings for Q1 with adjusted earnings per share of 9 cents and quarterly sales of $1.35 billion, remaining flat year over year [1] - CEO Hillary Super expressed satisfaction with the business's performance, highlighting strength in the Beauty segment and PINK apparel, as well as new offerings in sport and swim [2] Financial Guidance - The company has lowered its FY25 adjusted operating income guidance to a range of $270 million to $320 million, down from a previous forecast of $300 million to $350 million, and anticipates a net tariff impact of approximately $50 million for the fiscal year [3] - Victoria's Secret reaffirmed its FY2025 sales guidance of $6.20 billion to $6.30 billion, compared to the $6.24 billion consensus estimate [3] Q2 Expectations - For Q2, Victoria's Secret expects adjusted earnings per share to range between 0 cents and 15 cents, missing the consensus estimate of 30 cents, and forecasts sales between $1.38 billion and $1.41 billion, slightly below the $1.42 billion estimate [4] - Following the earnings announcement, shares fell 5.4% to close at $21.00 [4] Analyst Ratings - B of A Securities analyst Alice Xiao maintained an Underperform rating on Victoria's Secret and lowered the price target from $20 to $18 [6] - Barclays analyst Adrienne Yih maintained an Overweight rating and raised the price target from $22 to $23 [6]

RH RH will release earnings results for the first quarter, after the closing bell on Thursday, June 12.Analysts expect the Corte Madera, California-based company to report quarterly loss at 7 cents per share, versus a year-ago loss of 40 cents per share. RH projects to report quarterly revenue at $818.57 million, compared to $726.96 million a year earlier, according to data from Benzinga Pro.On May 20, RH named Lisa Chi as President and Co-Chief Merchandising & Creative Officer.RH shares fell 5.5% to close ...

Group 1 - U.S. stock futures are lower, with Dow futures dropping over 250 points [1] - Oxford Industries reported adjusted EPS of $1.82, meeting estimates, and quarterly sales of $392.86 million, exceeding expectations of $384.77 million [2] - Oxford Industries shares fell 10.1% to $44.99 in pre-market trading after issuing second-quarter earnings guidance below estimates and lowering FY25 guidance [2] Group 2 - Tonix Pharmaceuticals Holding Corp. shares dipped 17% to $31.32 as the company may sell up to $150 million in common stock [5] - GameStop Corp. shares fell 12.4% to $24.97 following the announcement of a $1.75 billion proposed private offering of convertible senior notes [5] - The Boeing Company shares decreased 7.4% to $198.10 after an Air India Boeing 787-8 Dreamliner crashed near Ahmedabad airport [5]

Group 1: Union Pacific - Union Pacific is recommended as a good stock to own by Jim Cramer, supported by BofA Securities analyst Ken Hoexter who maintained a Buy rating and raised the price target from $256 to $262 [1][1][1] - On the trading day, Union Pacific shares fell 0.4% to settle at $225.72 [5] Group 2: BioMarin Pharmaceutical - BioMarin agreed to acquire Inozyme for $4.00 per share in an all-cash transaction totaling approximately $270 million [1] - BioMarin shares fell 0.6% to settle at $57.16 [5] Group 3: ARS Pharmaceuticals - Jim Cramer expressed a positive outlook on ARS Pharmaceuticals, stating it has valuable technology that someone will pay for, especially after the company posted better-than-expected sales for the first quarter [2][2] - ARS Pharmaceuticals shares fell 2.4% to settle at $14.34 [5] Group 4: GitLab - GitLab's second-quarter sales guidance was below estimates, with adjusted EPS expected between 16 and 17 cents and revenue between $226 million and $227 million, compared to the analyst estimate of $227.16 million [2][2] - GitLab shares fell 10.6% to close at $43.37 [5] Group 5: NuScale Power - Jim Cramer indicated interest in buying NuScale Power if it conducts a stock offering, following a recent event with Oklo [3] - UBS analyst Jon Windham maintained a Neutral rating on NuScale Power and raised the price target from $17 to $34 [3] - NuScale Power shares jumped 20.4% to close at $41.60 [5]

Alert confirms uptrend early in the session on a down day for the broad marketMcDonald’s Corp. (MCD) today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 10:28 AM on June 11th, a significant trading signal occurred for McDonald’s Corp., (MCD) as it demonstrated a Power Inflow at a price of $300.12. This indicator is crucial for traders who want to know directionally where institutions and so-cal ...

Group 1: Financial Performance - America's Car-Mart is set to release its fourth-quarter financial results on June 12, with expected earnings of 86 cents per share, a significant increase from 6 cents per share in the same period last year [1] - The company projects quarterly revenue of $343.5 million, down from $364.67 million a year earlier [1] - On May 30, America's Car-Mart completed a $216 million term securitization [1] Group 2: Stock Performance - America's Car-Mart shares increased by 3.5%, closing at $57.74 [2] - Analysts have provided various ratings for the stock, with Stephens & Co. initiating coverage with an Equal-Weight rating and a price target of $61 [7] - BTIG analyst rated the stock as Neutral, while B of A Securities maintained an Underperform rating and reduced the price target from $55 to $50 [7] Group 3: Investment Opportunities - Boxabl is offering a pre-IPO opportunity at $0.80 per share, targeting a valuation of $3.5 billion [5] - The company has received interest for over 190,000 homes, indicating significant demand and potential disruption in the housing market [3] - Boxabl aims to raise $1 billion to scale production of its foldable tiny homes, priced at $60,000 each [3]