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HomeUncategorizedToday's Top Performers: Western Digital, Krispy Kreme Lead Stock Market Surge, Altice...

Today’s Top Performers: Western Digital, Krispy Kreme Lead Stock Market Surge, Altice USA Join the Rally.

Today Stock index futures in the U.S. have maintained marginal gains following a volatile reaction to the latest nonfarm payrolls report.

Top stock gainers

Gridrod Shipping Holdings (GRIN) saw a 27.7% increase in stock value after announcing a selective capital reduction. The company plans to reduce its issued share capital from ~$290 million (19,685,590 shares) to ~$240 million (16,206,365 shares).

Krispy Kreme (NASDAQ:DNUT) shares rose 6% in premarket activity on Friday, after trading lower in the days after the news of its partnership with McDonald’s (NYSE:MCD). Piper Sandler analyst Brian Mullan feels the revelation is a “game changer” for Krispy Kreme (DNUT) and will help the company’s narrative going forward.

Grindrod Shipping Holdings (NASDAQ:GRIN) shares increased 27.7% following the firm’s announcement of a selected capital reduction. The business proposes to reduce its issued share capital from ~$290 million (19,685,590 shares) to ~$240 million (16,206,365 shares).

Top stock losses

Altice USA (NYSE:ATUS) shares fell more than 6% after Wells Fargo reduced its expectations and downgraded the cable operator, citing growing competition from fiber.

Premarket

Krispy Kreme (NASDAQ:DNUT) shares jumped 5.3% after Piper Sandler upgraded the doughnut brand to ‘overweight’ from ‘neutral’, citing a potential crucial moment in its national agreement with McDonald’s (NYSE:MCD).

Western Digital (NASDAQ:WDC) shares jumped 2.6% after Rosenblatt increased its rating on the data storage business to ‘buy’ from ‘neutral’ due to rising NAND flash pricing.

Advanced Micro Devices (NASDAQ:AMD) shares climbed 1.5%, recovering from a more than 8% drop on Thursday.

HubSpot (NYSE:HUBS) shares jumped 1.3% after Reuters reported that Alphabet (NASDAQ:GOOGL), the parent company of Google, has been discussing with its advisers about making an offer for the $35 billion internet marketing software business.

Netflix (NASDAQ:NFLX) shares climbed 1% after Pivotal Group raised its 12-month price target to a market high while maintaining a ‘buy’ rating, noting sustained strong growth in its core business and the great relative value that it is providing to customers.

Apple’s (NASDAQ:AAPL) shares rose 0.5% after the iPhone manufacturer announced the layoff of more than 600 employees in California, the company’s first substantial employment cuts since the epidemic.

Johnson & Johnson (NYSE:JNJ) shares increased 0.4% after the drug giant announced a $12.5 billion deal to acquire medical device firm Shockwave Medical (NASDAQ:SWAV), which rose 1.7%.

Teladoc (NYSE:TDOC) shares climbed 0.4%, rebounding from an eight-year low, after the telehealth provider said that long-time CEO Jason Gorevic was departing the firm effective immediately.

Stocks in focus

Shockwave Medical shares rose 2.8% to $328.99 after being acquired by Johnson & Johnson for $13.1B. The acquisition will expand J&J’s heart disease treatment portfolio by adding SWAV’s intravascular lithotripsy technology. J&J stock remains unchanged.

Google-parent Alphabet is in talks with advisers about a potential takeover offer for HubSpot, a customer relationship management platform for businesses and organizations. Analysts Stifel believes a deal between the two companies makes sense, though it would likely face regulatory challenges.

Netflix shares rose 1% after Pivotal Research raised its price target to $765/share, representing a 24% increase from its last closing price of $617.14. Pivotal also increased its estimates for subscribers, predicting 19.5M subscribers this year and 356M paying subscribers by 2030.

Citi’s research note on Micron Technology (MU) stock rose 0.5% in pre-market trading, with Citi expecting an increase in high-bandwidth memory sales. The stock is expected to generate $700M in sales this year and potentially $3B in 2025. MU began mass production of high-bandwidth memory chips for Nvidia’s artificial intelligence chips in February.

Must read book about investing – check here Today’s Top Performers Today’s Top Performers Today’s Top Performers Today’s Top Performers

After reporting 8% Y/Y subscription revenue growth in 4Q24, DocuSign (NASDAQ:DOCU) shares rose 10%. Electronic signature business predicts 1Q25 revenue of $704M to $708M, above analysts’ $699.1M forecast. DocuSign expects sales of $2.91B to $2.92B this year, with consensus of $2.91B. Customer adoption of Contract Lifecycle Management and eSignature in StateRAMP-authorized environments was also emphasized by the organization.

MongoDB (NASDAQ:MDB) shares fell 8% after exceeding Q4 profit and sales forecasts owing to its dovish FY2025 outlook. MongoDB expects revenues of $436M to $440M in Q1, below the average expectation of $449.08M. Below the estimate of $0.61, non-GAAP EPS is expected to be $0.34–$0.39. The business estimates FY2024 sales between $1.9B and $1.93B, below the average of $2.03B. Unlike the consensus of $3.22, non-GAAP EPS is expected to be $2.27 to $2.49.

Marvell Technology (NASDAQ:MRVL) shares fell over 7% after solid Q4 earnings due to a dismal Q1 guidance. The business predicts Q1 sales of $1.15B, plus or less 5%, behind analysts’ $1.36B. Marvell predicts adjusted gross margins of 62% to 63% and adjusted earnings of $0.18 to $0.28 per share, significantly below the average forecast of $0.40. Marvell announced $3B in stock buybacks.

Despite a 5.7% Y/Y rise, Costco Wholesale’s NASDAQ:COST shares plummeted roughly 4% as its FQ2 earnings reports fell short of the top-line estimate. Comparable sales increased by 5.6% during the quarter, above the 5.1% estimate.

MongoDB (NASDAQ:MDB) shares fell 8% after exceeding Q4 profit and sales forecasts owing to its dovish FY2025 outlook. MongoDB expects revenues of $436M to $440M in Q1, below the average expectation of $449.08M. Below the estimate of $0.61, non-GAAP EPS is expected to be $0.34–$0.39. The business estimates FY2024 sales between $1.9B and $1.93B, below the average of $2.03B. Unlike the consensus of $3.22, non-GAAP EPS is expected to be $2.27 to $2.49.

Marvell Technology (NASDAQ:MRVL) shares fell over 7% after solid Q4 earnings due to a dismal Q1 guidance. The business predicts Q1 sales of $1.15B, plus or less 5%, behind analysts’ $1.36B. Marvell predicts adjusted gross margins of 62% to 63% and adjusted earnings of $0.18 to $0.28 per share, significantly below the average forecast of $0.40. Marvell announced $3B in stock buybacks.

Despite a 5.7% Y/Y rise, Costco Wholesale’s NASDAQ:COST shares plummeted roughly 4% as its FQ2 earnings reports fell short of the top-line estimate. Comparable sales increased by 5.6% during the quarter, above the 5.1% estimate.

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