To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Core Viewpoint - The report summarizes significant changes in stock ratings from various investment banks, highlighting potential investment opportunities and market impacts. Upgraded Ratings - Jefferies upgraded Lululemon (LULU) from "Underperform" to "Hold," raising the target price from $120 to $170, citing the CEO's impending departure as a "major positive" [5] - UBS upgraded American Airlines (AAL) from "Neutral" to "Buy," increasing the target price from $14 to $20, noting that the market has not fully recognized the potential for significant profit increases as corporate client revenue recovers [5] - JPMorgan upgraded Citigroup (C) from "Neutral" to "Overweight," raising the target price from $107 to $124, believing that a stable economic environment in 2026 will benefit Citigroup more than its peers [5] - Guggenheim upgraded Bristol-Myers Squibb (BMY) from "Neutral" to "Buy," setting a target price of $62 for 2026, indicating attractive risk-reward dynamics [5] - Deutsche Bank upgraded Allegiant Air (ALGT) from "Hold" to "Buy," with a target price of $105, highlighting a balanced supply-demand environment in the U.S. domestic airline market by 2026 [5] Downgraded Ratings - JPMorgan downgraded Roblox (RBLX) from "Overweight" to "Neutral," lowering the target price from $145 to $100, citing pressures on user engagement and profit margins [10] - Baird downgraded PayPal (PYPL) from "Outperform" to "Neutral," reducing the target price from $83 to $66, due to volatility in transaction volumes and uncertainties in platform upgrades [10] - Stifel downgraded RH (RH) from "Buy" to "Hold," cutting the target price from $320 to $165, reflecting a second revenue guidance cut for fiscal year 2025 [10] - Northland downgraded Ciena (CIEN) from "Outperform" to "Market Perform," maintaining a target price of $190, stating that positive factors are already reflected in the current stock price [10] - Cowen downgraded Veeva Systems (VEEV) from "Overweight" to "Market Perform," indicating potential order losses due to competition from Salesforce (CRM) [10] Initiated Coverage - Citigroup initiated coverage on Boeing (BA) with a "Buy" rating and a target price of $265, describing it as an "attractive large-cap transformation stock" [11] - Jefferies initiated coverage on Moderna (MRNA) with a "Hold" rating and a target price of $30, expecting growth in vaccine sales but requiring more performance increments to meet guidance [11] - UBS initiated coverage on AppFolio (APPF) with a "Buy" rating and a target price of $285, noting no signs of spending slowdown or new competitive pressures [11] - TD Cowen initiated coverage on Tyler Technologies (TYL) with a "Buy" rating and a target price of $650, projecting a 20% sustainable SaaS growth rate due to cloud migration projects [11] - Jefferies initiated coverage on Badger Meter (BMI) with a "Buy" rating and a target price of $220, suggesting recent stock pullbacks present an attractive entry point [11]

格隆汇12月12日｜Lululemon(LULU.US)大涨超14%，为4月9日以来最大涨幅。消息面上，lululemon公 布了2025财年第三季度财务业绩，营收增长7%至26亿美元。同店销售额增长1%，按固定汇率计算增长 2%。稀释每股收益为2.59美元。本季度公司净新增12家直营门店，截至季末共有796家门店。 ...

Lululemon - Lululemon's shares increased by approximately 9%, or $17 per share, following the announcement of CEO Calvin McDonald's departure by January 2026 [2] - The company's board is currently collaborating with an executive search firm to appoint a new CEO, while the CFO and Chief Commercial Officer will act as interim co-CEOs [3] - Lululemon reported an EPS of $2.59, exceeding estimates of $2.25, and revenue of $2.57 billion, surpassing expectations of $2.48 billion; however, guidance is projected between $4.66 and $4.76, below the estimate of $5.03 [4] Broadcom - Broadcom's shares fell by about 6%, or $23.57 per share, despite reporting an EPS of $1.95, which was better than the estimated $1.86, and revenue of $18.02 billion, exceeding expectations of $17.49 billion [5] - The CEO indicated that AI chip sales are anticipated to double year-over-year to $8.2 billion, with analysts raising the price target to $475 based on strong AI results [5] - The stock decline was attributed to a disappointing backlog of $73 billion in product orders expected to be shipped over the next six quarters [6] Newmont - Newmont's shares rose by $2.40 per share, benefiting from higher gold prices and generating record free cash flow of $1.6 billion, marking the fourth consecutive quarter of FCF growth over $1 billion [7] - The company's margins are improving due to cost-cutting efforts, and analysts at Bank of America have reiterated a buy rating with a price target of $118 [8]

Company Performance - Lululemon Athletica Inc. reported quarterly earnings of $2.59 per share, exceeding the analyst estimate of $2.27 by 14.15% [2] - The company's quarterly revenue reached $2.57 billion, surpassing the Street estimate of $2.48 billion and increasing from $2.4 billion in the same period last year [2] Market Movements - cbdMD Inc. shares surged 101% to $1.26 after regaining full compliance with NYSE American listing standards [9] - Akanda Corp shares rose 42% to $1.12 following a report on potential reclassification of marijuana as a Schedule III drug [9] - Zedge Inc. shares increased by 33% to $3.24 after reporting better-than-expected quarterly financial results [9] - Applied Therapeutics Inc. shares fell 48% to $0.11 after Cycle Pharmaceuticals announced plans to acquire the company [9] - Fermi Inc. shares dropped 40% to $9.19 after First Tenant notified the company of AICA termination [9] - Tenaya Therapeutics Inc. shares decreased by 29% to $0.97 after announcing a $60 million public offering priced at $1.20 per unit [9]

Company Performance - Lululemon Athletica Inc. reported quarterly earnings of $2.59 per share, exceeding the analyst estimate of $2.27 by 14.15% [2] - The company's quarterly revenue reached $2.57 billion, surpassing the Street estimate of $2.48 billion and increasing from $2.4 billion in the same period last year [2] Stock Movements - cbdMD Inc. shares surged 101% to $1.26 after regaining full compliance with NYSE American listing standards [9] - Akanda Corp shares rose 42% to $1.12 following a report on potential reclassification of marijuana [9] - Zedge Inc. shares increased by 33% to $3.24 after reporting better-than-expected quarterly financial results [9] - Applied Therapeutics Inc. shares fell 48% to $0.11 after an acquisition announcement by Cycle Pharmaceuticals [9] - Fermi Inc. shares dropped 40% to $9.19 due to a termination notice from First Tenant [9] - Tenaya Therapeutics Inc. shares decreased by 29% to $0.97 after announcing a $60 million public offering [9]

首席财务官梅根弗兰克(Meghan Frank)表示："得益于公司的严谨执行和国际业务的持续强劲表现，第三 季度公司实现了超出预期的收入和每股收益。展望未来，公司将继续利用强劲的财务状况投资于增长计 划，同时保持运营严谨性。此外，公司董事会最近增加了股票回购授权，这体现了公司对品牌未来机遇 的共同信心，对此公司感到高兴。" 周五，Lululemon Athletica(LULU.US)盘前大涨超10%，报207.23美元。消息面上，lululemon公布了2025 财年第三季度财务业绩，营收增长7%至26亿美元。同店销售额增长1%，按固定汇率计算增长2%。稀释 每股收益为2.59美元。本季度公司净新增12家直营门店，截至季末共有796家门店。此外，公司宣布 Calvin McDonald将于明年辞去首席执行官一职。 ...

智通财经APP获悉，周五，Lululemon Athletica(LULU.US)盘前大涨超10%，报207.23美元。消息面上， lululemon公布了2025 财年第三季度财务业绩，营收增长 7% 至 26 亿美元。同店销售额增长 1%，按固 定汇率计算增长 2%。稀释每股收益为 2.59 美元。本季度公司净新增 12 家直营门店，截至季末共有 796 家门店。此外，公司宣布Calvin McDonald将于明年辞去首席执行官一职。 首席财务官梅根・弗兰克(Meghan Frank)表示："得益于公司的严谨执行和国际业务的持续强劲表现，第 三季度公司实现了超出预期的收入和每股收益。展望未来，公司将继续利用强劲的财务状况投资于增长 计划，同时保持运营严谨性。此外，公司董事会最近增加了股票回购授权，这体现了公司对品牌未来机 遇的共同信心，对此公司感到高兴。" ...

Core Viewpoint - Lululemon Athletica's shares increased by 10% in premarket trading due to a CEO change, raising expectations for a potential turnaround in its underperforming U.S. business [1] Company Summary - The leadership change at Lululemon is seen as a catalyst for revitalizing the company's sluggish performance in the U.S. market [1] - The company aims to regain its competitive edge and attract back its customer base [1]

Core Viewpoint - Lululemon Athletica Inc. reported better-than-expected third-quarter results and raised its full-year guidance, indicating strong financial performance and positive outlook for the company [1][2]. Financial Performance - Quarterly earnings were $2.59 per share, exceeding the analyst estimate of $2.27 by 14.15% [1]. - Quarterly revenue reached $2.57 billion, surpassing the Street estimate of $2.48 billion and increasing from $2.4 billion in the same period last year [1]. Guidance Update - The company raised its fiscal 2025 GAAP EPS guidance to a range of $12.92 to $13.02, compared to the analyst estimate of $12.95 [2]. - Fiscal revenue outlook was increased to between $10.96 billion and $11.05 billion, above the $10.979 billion estimate [2]. Strategic Developments - Lululemon announced a CEO succession plan and authorized an increase to its share buyback program [2]. - Following the earnings announcement, Lululemon shares rose 10.7% to $207.01 in pre-market trading [2]. Analyst Reactions - B of A Securities analyst Lorraine Hutchinson maintained a Neutral rating and raised the price target from $185 to $220 [3]. - Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating and increased the price target from $200 to $215 [3]. - Jefferies analyst Randal Konik upgraded Lululemon from Underperform to Hold and raised the price target from $120 to $170 [3].