Wednesday, July 27, 2011

Last Nights Post Market Headlines - AM Action

 AM Action:

Akamai Tech (AKAM)
Downgraded to Neutral from Overweight at Piper

Potash (POT)
Beats by $0.11, beats on revs; guides Q4 (Dec) EPS in-line; guides FY11 EPS in-line. Negative Front page article in the WSJ

8:14a Lam Research (LRCX)
Target lowered to $60 from $64 at Stifel

8:14a Crocs (CROX)
Target raised to $35 from $30 at Stifel Nicolaus

8:23a Potash (POT)
beats by $0.11, beats on revs; guides Q4 (Dec)
EPS in-line; guides FY11 EPS in-line

Last Nights Headlines:

3:59p 1 minute
4:02p yes
4:02p (AKAM) out
4:02p in motion
4:02p (EQIX) was good
4:03p (AKAM) was light by a penny
4:03p nio guidance yet
4:04p (SFLY) was bad
4:05p (CROX) had really good guidance
4:05p (V) beats and re-affirms

4:07p  Visa will report Q3 (June) earnings after the bell with a call to follow
at 17:00 ET. Analysts are looking for EPS of $1.23 (+27%) on net revenue of
$2.30 bln (+13%).

4:07p Akamai Tech impact of the higher tax rate on net income in the second
quarter of 2011 was approximately $5.0 million, or $0.03 per diluted share.

4:08p     (V) small beat, in line guidance
4:08p     meru, var, nothing that special
(CTXS) bit light on guidance
    itri good
Whole Foods prelim $0.50 vs $0.48 Capital IQ Consensus
Estimate; revs $2.4 bln vs $2.42 bln Capital IQ Consensus Estimate

4:09p (WFM) guides towards the low side
4:10p (MKSI) repurchase $200 million in stock
4:11p crox is all good.  short release.  good beat, good raise, not much else
4:11p     gmcr and crox resume at 430
    i think gmcr was solid
4:15p (THQI) WARNS - halted
4:18p News Source Chatter: sfly beat, warned for revs next quarter by a decent bit, but reaffirmed full year revs (if you believe them).  they don't give non-gaap EPS guidance so not sure about the eps guidance
4:20p News Source Chatter:     OI beat on revs, missed eps by a bit, and gave vague guidance that sounded negative to me.  trading down  a bit
4:21p     efx pretty in-line
    this qtr and next on guidance
4:32p (T3) Tim_K:  (GMCR) opend 98 trades 103.96 high

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