Notes
MARKET HIGHLIGHTS
AUTOS:
🔸 GM & Ford drop as Trump imposes 25% import tax on foreign cars (effective April 3); European & Asian automakers also down.
🔸 S&P Changes: Cava ( $CAVA) replaces Altair ( $ALTR) in S&P MidCap 400 (March 31) after Siemens acquires Altair.
🔸 Crypto: GameStop ( $GME) plans $1.3B convertible notes offering to buy Bitcoin.
EARNINGS:
🔸 MillerKnoll ( $MLKN): Q3 EPS $0.44 in line, revenue $876.2M (miss); Q4 guide below estimates.
🔸 Nio ( $NIO): Raises $450M via share placement for EV development.
🔸 Petco ( $WOOF): Q4 EBITDA beats, but weak Q1 & FY guidance.
🔸 Steelcase ( $SCS): Q4 EPS beats; Q1 revenue & EPS guidance above estimates.
INDUSTRIALS & MATERIALS:
🔸 Chemours ( $CC) upgraded at Mizuho;
🔸 Liberty Energy ( $LBRT) upgraded at Morgan Stanley.
🔸 HB Fuller ( $FUL) beats Q1 EPS, guides FY revenue lower.
FINANCIALS:
🔸 Jefferies ( $JEF) Q4 EPS misses; cites challenging capital markets.
HEALTHCARE:
🔸 Medicaid overpaid insurers ( $CI, $HUM, $UNH, $ELV), per WSJ.
🔸 Nkarta ( $NKTX): Q4 EPS beats, cash runway to 2029.
🔸 Soleno ( $SLNO): FDA approves Vykat XR for genetic disorder.
🔸 Zentalis ( $ZNTL): Files mixed shelf offering up to $250M.
TECH & MEDIA:
🔸 $AMD downgraded at Jefferies (AI concerns, competition).
🔸 S&P Changes: Angi ( $ANGI) replaces ODP in SmallCap 600.
🔸 3D Systems ( $DDD): Q4 EPS misses, weak FY guidance.
🔸 Concentrix ( $CNXC): Q1 EPS & revenue beat, reiterates FY outlook.
🔸 OpenAI nears $40B funding at $300B valuation (Bloomberg).
🔸 Verint ( $VRNT): Q4 EPS & revenue miss, weak FY guidance.
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