<<<<GBA WARTIME GAZETTE:>>>>
Cheniere Energy raises 2022 adjusted EBITDA view to $7.0B-$7.5B from $5.8B-$6.3B 07:09 LNG .... HUMMMM. Did they just say they raised estimates by $1 BILLION<----------
Biggest Earn beat ever!
Imax's Q4 saw cinema recovery business accelerate, says Benchmark 18:14 IMAX Benchmark analyst Mike Hickey keeps his Buy rating and $25 price target on Imax after its Q4 earnings beat. The quarter saw cinema recovery accelerate, led by the exceedingly strong performance from Spider-Man: No Way Home that delivered $83M, the analyst tells investors in a research note. Hickey also cites financial upside in the quarter coming primarily from theater system installations, where IMAX installed 18 sales and sales-type lease arrangements, compared to his estimate for 13 in the quarte
RealReal sees FY22 revenue $635M-$665M, consensus $597.61M 16:51 REAL Sees FY22 GMV $2B-$2.1B. Robert Julian, CFO of RealReal, stated, "As we previously committed, we are now providing financial guidance for 2022 as well as a timeline to reach profitability. We project that The RealReal will be Adjusted EBITDA positive for full year 2024, based on continued top-line growth, variable cost productivity, and fixed cost management. At our Investor Day in March, we look forward to providing more details about our path to profitability and some longer-range financial targets, which we are referring to as Visio
HealthEquity price target raised to $62 from $52 at Deutsche Bank 06:58 HQY
Iron Mountain sees FY22 AFFO $3.70-$3.82, consensus $2.93 06:48 IRM
SeaWorld reports Q4 EPS 92c, consensus 29c 06:42 SEAS
Society Pass initiated with a Buy at Maxim 07:41 SOPA
Standard Lithium, Lanxess finalize plan for commercial lithium project 07:29 SLI
Viper Energy price target raised to $40 from $35 at Truist 07:21 VNOM
Five9 earnings selloff provides 'gift to investors,' says Piper Sandler 06:03 FIVN Piper Sandler analyst James Fish lowered the firm's price target on Five9 to $163 from $200 and keeps an Overweight rating on the shares. The stock's 15% post-earnings selloff provides a "gift to investors as Five9 is a franchise name to own," Fish tells investors in a research note. The analyst says the Q4 results "underneath were very strong with high-quality upside" and that the forward guidance is conservative. In addition, the pipeline for upmarket deals has "never been better with Five9 now actively looking to win at larger accounts and thus having to invest in front of this pipeline," says Fish.
Five9 price target lowered to $155 from $208 at KeyBanc 07:12 FIVN KeyBanc analyst Michael Turits lowered the firm's price target on Five9 to $155 from $208 on a valuation reset, while keeping an Overweight rating on the shares despite concerns over a muted beat and maintained 2022 growth guide. The analyst notes the company reported "solid" results with upside to revenue $8.6M versus $8M last quarter.
Steven Madden reports Q4 EPS 81c, consensus 72c 07:11 SHOO Reports Q4 revenue $578.5M, consensus $525.43M. CEO Edward Rosenfeld commented, "We delivered outstanding results in Q4, with revenue increasing 38% and diluted EPS more than doubling compared to 2019 - performance that reflects the strength of our brands and the robust consumer demand for the on-trend merchandise assortments created by Steve and our design teams. The exceptional momentum in our direct-to-consumer business continued, with revenue up 63% compared to 2019, and our wholesale business accelerated significantly, with revenue increasing 31% compared to 2019. Overall, 2021 was a record year for Steve Madden, as we recorded the highest annual revenue and earnings in our history. Looking ahead, we are confident that, by building on the strong momentum in our business and continuing the disciplined execution of our strategic initiatives, we can drive robust top- and bottom-line growth in 2022 and beyond."
Gazprom downgraded to Sell from Hold at Erste Group 05:51 OGZPY Erste Group analyst Hans Engel downgraded Gazprom to Sell from Hold saying the invasion of Ukraine by Russia will result in strong sanctions which will have a very negative impact on the entire Russian economy in the long term..
Putin: Whoever tries to stop us will face consequences never seen in history
Cheniere Energy raises 2022 adjusted EBITDA view to $7.0B-$7.5B from $5.8B-$6.3B 07:09 LNG .... HUMMMM. Did they just say they raised estimates by $1 BILLION<----------
Biggest Earn beat ever!Imax's Q4 saw cinema recovery business accelerate, says Benchmark 18:14 IMAX Benchmark analyst Mike Hickey keeps his Buy rating and $25 price target on Imax after its Q4 earnings beat. The quarter saw cinema recovery accelerate, led by the exceedingly strong performance from Spider-Man: No Way Home that delivered $83M, the analyst tells investors in a research note. Hickey also cites financial upside in the quarter coming primarily from theater system installations, where IMAX installed 18 sales and sales-type lease arrangements, compared to his estimate for 13 in the quarte
RealReal sees FY22 revenue $635M-$665M, consensus $597.61M 16:51 REAL Sees FY22 GMV $2B-$2.1B. Robert Julian, CFO of RealReal, stated, "As we previously committed, we are now providing financial guidance for 2022 as well as a timeline to reach profitability. We project that The RealReal will be Adjusted EBITDA positive for full year 2024, based on continued top-line growth, variable cost productivity, and fixed cost management. At our Investor Day in March, we look forward to providing more details about our path to profitability and some longer-range financial targets, which we are referring to as Visio
HealthEquity price target raised to $62 from $52 at Deutsche Bank 06:58 HQY
Iron Mountain sees FY22 AFFO $3.70-$3.82, consensus $2.93 06:48 IRM
SeaWorld reports Q4 EPS 92c, consensus 29c 06:42 SEAS
Society Pass initiated with a Buy at Maxim 07:41 SOPA
Standard Lithium, Lanxess finalize plan for commercial lithium project 07:29 SLI
Viper Energy price target raised to $40 from $35 at Truist 07:21 VNOM
Five9 earnings selloff provides 'gift to investors,' says Piper Sandler 06:03 FIVN Piper Sandler analyst James Fish lowered the firm's price target on Five9 to $163 from $200 and keeps an Overweight rating on the shares. The stock's 15% post-earnings selloff provides a "gift to investors as Five9 is a franchise name to own," Fish tells investors in a research note. The analyst says the Q4 results "underneath were very strong with high-quality upside" and that the forward guidance is conservative. In addition, the pipeline for upmarket deals has "never been better with Five9 now actively looking to win at larger accounts and thus having to invest in front of this pipeline," says Fish.
Five9 price target lowered to $155 from $208 at KeyBanc 07:12 FIVN KeyBanc analyst Michael Turits lowered the firm's price target on Five9 to $155 from $208 on a valuation reset, while keeping an Overweight rating on the shares despite concerns over a muted beat and maintained 2022 growth guide. The analyst notes the company reported "solid" results with upside to revenue $8.6M versus $8M last quarter.
Steven Madden reports Q4 EPS 81c, consensus 72c 07:11 SHOO Reports Q4 revenue $578.5M, consensus $525.43M. CEO Edward Rosenfeld commented, "We delivered outstanding results in Q4, with revenue increasing 38% and diluted EPS more than doubling compared to 2019 - performance that reflects the strength of our brands and the robust consumer demand for the on-trend merchandise assortments created by Steve and our design teams. The exceptional momentum in our direct-to-consumer business continued, with revenue up 63% compared to 2019, and our wholesale business accelerated significantly, with revenue increasing 31% compared to 2019. Overall, 2021 was a record year for Steve Madden, as we recorded the highest annual revenue and earnings in our history. Looking ahead, we are confident that, by building on the strong momentum in our business and continuing the disciplined execution of our strategic initiatives, we can drive robust top- and bottom-line growth in 2022 and beyond."
Gazprom downgraded to Sell from Hold at Erste Group 05:51 OGZPY Erste Group analyst Hans Engel downgraded Gazprom to Sell from Hold saying the invasion of Ukraine by Russia will result in strong sanctions which will have a very negative impact on the entire Russian economy in the long term..
Putin: Whoever tries to stop us will face consequences never seen in history