Notes
🚨 MORNING BID 🚨
🔸 Bumble ( $BMBL):
Q4 rev -4.4% YoY to $261.6M (est. $260.5M).
Q1 guide: $242M-$248M (below $256.9M est.), follows weak MTCH outlook.
🔸 Canadian Tire: Selling Helly Hansen to Kontoor Brands ( $KTB) for C$1.28B ($901.2M).
🔸 IFF ( $IFF):
Q4 adj. EPS $0.97 (est. $0.81), adj. EBITDA $471M (est. $458M) on $2.8B sales (est. $2.677B).
FY guide: sales $10.6B-$10.9B (est. $11.158B), adj. EBITDA $2.0B-$2.15B (est. $2.213B).
🔸 La-Z-Boy ( $LZB):
Q3 adj. EPS $0.68 (in-line), sales $522M (est. $516.54M).
Q4 guide: sales $545M-$565M (est. $565.47M), adj. op margin 8.5%-9.5%.
🔸 Toll Brothers ( $TOL):
Q1 EPS $1.75 (est. $2.04), revs $1.86B (est. $1.906B).
Q2 guide: deliveries 2,500-2,700 units, avg. price $940K-$960K. FY deliveries 11,200-11,600, avg. price $945K-$965K.
🔸 TrueCar ( $TRUE):
Q4 loss (-$0.07) vs. est. (-$0.02), revs $46.2M (est. $47.3M).
Expects Q1 rev growth in high single digits, Q1 adj. EBITDA loss ~$5M, but strong Q2-Q4 outlook w/ growing OEM incentives.
🔸 Wolverine ( $WWW):
Q4 adj. EPS $0.42 (in-line), revs $494.7M (est. $485.74M).
Gross margin up on lower costs, inventory down 35.6% YoY to $241M.
🔸 Devon Energy ( $DVN):
Q4 EPS $1.16 (est. $1.00), revs $4.4B (est. $4.25B). Q4 oil production 398K bpd.
FY25 capex $3.8B-$4.0B (50% to Delaware Basin). FY25 prod. 805K-825K boe/d, Q1 oil 380K-386K bpd.
🔸 EQT Corp. ( $EQT):
Q4 EPS $0.69 (est. $0.49), adj. EBITDA $1.41B (est. $1.2B), revs $1.62B (est. $1.77B).
FY25 FCF $2.6B-$3.3B, net debt ~$7B.
🔸 Magnolia Oil & Gas ( $MGY):
Q4 EPS $0.44 (est. $0.45), adj. EBITDA $235.8M (est. $230.1M), revs $326.6M (est. $325.2M).
FY25 capex $460M-$490M, production +5-7%.
🔸 Matador ( $MTDR):
Q4 EPS $1.83 (est. $1.75); raises div. 25% to $1.25 annually.
Record oil production 99.8K bpd (+32% YoY).
FY25 oil prod. 120K-124K boe/d, nat gas 492M-504M cf/d.
🔸 Occidental ( $OXY):
Q4 EPS $0.80 (est. $0.70), revs $6.76B (est. $7.14B).
Hikes div. 9% to $0.24/share. Q1 prod. 1.37M-1.41M boe/d, FY25 1.385M-1.445M boe/d. Focus on debt reduction.
🔸 Shift4 ( $FOUR):
Acquiring Global Blue (GB) for $7.50/share (15% premium, ~$2.5B EV).
Q4 EPS $1.35 (est. $1.14), revs $887M (est. $1.006B).
FY25 adj. EBITDA guide: $830M-$855M (est. $864.2M).
🔸 Compass ( $COMP):
Q4 loss (-$0.08) vs. est. (-$0.07), revs $1.38B (est. $1.32B).
Q1 revs $1.35B-$1.475B (est. $1.34B), Q1 adj. EBITDA $11M-$25M.
🔸 CoStar ( $CSGP):
Q4 EPS $0.15 (est. $0.23), revs $709M (est. $703M).
FY rev +11% YoY, Q4 net income +13%, EBITDA +43%.
Approved $500M stock buyback.
🔸 XP Inc. ( $XP):
Q4 EPS $2.23 (est. $2.20), revs $4.49B (est. $4.45B).
Adj. ROAE 23.4%, adj. ROTE 29.2%.
🔸 Halozyme ( $HALO):
Q4 EPS $1.06 (est. $1.16), revs $298M (est. $288.2M).
FY25 revs $1.15B-$1.225B (est. $1.188B), adj. EBITDA $755M-$805M (est. $772.4M), adj. EPS $4.95-$5.35 (est. $4.90).
🔸 Penumbra ( $PEN):
Q4 EPS $0.97 (est. $0.90), revs $315.5M (est. $311.5M).
FY25 revs $1.34B-$1.36B (est. $1.362B), gross margin +100bps, op margin 13%-14%.
🔸 Petco ( $WOOF):
Announced three new execs to drive operational improvements, naming Sabrina Simmons as CFO.
🔸 Supernus ( $SUPN):
Shares drop after SPN-820 Phase 2b trial for treatment-resistant depression failed to meet primary endpoint.
🔸 Celanese ( $CE):
Q4 EPS $1.45 (est. $1.20), revs $2.4B (est. $2.36B).
Q1 EPS guide $0.25-$0.50 (est. $1.65) due to non-recurring costs.
Sees continued demand/pricing weakness in key markets.
🔸 Element Solutions ( $ESI):
Q4 EPS $0.35 (in-line), revs $624.2M (est. $595.8M).
🔸 Flowserve ( $FLS):
Q4 EPS $0.70 (est. $0.77), revs $1.18B (est. $1.21B)
bookings $1.2B, adj. gross margin 32.8%. Guides FY sales +5-7% (est. +8.57%)
EPS $3.10-$3.30 (est. $3.25).
🔸 Sonoco ( $SON):
Q4 EPS $1.00 (est. $1.20), revs $1.36B (est. $1.67B).
FY25 EPS $6.00-$6.20 (est. $6.40), adj. EBITDA $1.3B-$1.4B.
🔸 Arista Networks ( $ANET):
Q4 adj. EPS $0.65 (est. $0.57), revs $1.93B (est. $1.904B)
adj. gross margin 64.2%. Guides Q1 revs $1.93B-$1.97B (est. $1.907B)
adj. gross margin ~63%, adj. op margin ~44%.
🔸 Cadence Design Systems ( $CDNS):
Q4 adj. EPS $1.88 (est. $1.82), revs $1.356B (est. $1.35B).
FY25 adj. EPS $6.65-$6.75 (below est. $6.82), revs $5.14B-$5.22B (est. $5.25B)
Q4 op margin 46.0% (vs. 42.9% YoY).
🔸 MicroStrategy ( $MSTR): Offering $2B in convertible bonds due 2030 for general purposes, including Bitcoin acquisition.
🔸 Unisys ( $UIS): Q4 EPS $0.33 (est. $0.30), revs $545.4M (est. $550.93M)
Sees 2025 rev growth 0.5%-2.5%, non-GAAP op margin 6.5%-8.5%.
🔸 NetEase ( $NTES): Fears of unloading all its overseas U.S. game holdings due to rising costs, coinciding with China’s retaliation to U.S. tariffs.
🔸 Waystar ( $WAY): Files to sell 18M shares of common stock.
🚀 Exciting utility for #KABT holders! Enjoy a 40% discount on minting your Halo Membership Pass #HMP!
🔥 Don't miss out on this exclusive opportunity to unlock the $HALO airdrop!
💎 Mint yours today! @HaloDotSocial ⏰
🚀 24H Top 5 Gainers on #KuCoin (Oct 30, 2024)
1️⃣📈 $HALO (@HALONFTOFFICIAL) - $0.01168 (+44%)
2️⃣📈 $TURBOS (@Turbos_finance) - $0.00304 (+39%)
3️⃣📈 $DEEP (@DeepBookonSui)- $0.05761 (+32%)
4️⃣📈 $NAVX (@navi_protocol - $0.1250 (+23%)
5️⃣📈 $LINA (@LinearFinance) - $0.00458 (+23%)
Facts: SocialFi apps bring far better monetization opportunities 🔥
The true SocialFi platform @HaloDotSocial has already proved this even before their token launched!
As for the app? It's super easy to navigate and use, with all the features you'd expect, while keeping that simplicity intact.
🚀 $HALO - TGE - Dec'24

🚀 24H Top 5 Gainers on #KuCoin (Oct 18, 2024)
1️⃣📈 $PZP (@PlayZapGames) - $0.05509 (+818%)
2️⃣📈 $DBR ( @deBridgeFinance) - $0.034872 (+337%)
3️⃣📈 $GRAPE (@JoinGrapes) - $0.002221 (+126%)
4️⃣📈 $WAT (@WatBird) - $0.00037422 (+101%)
5️⃣📈 $HALO (@HALONFTOFFICIAL) - $0.00862 (+61%)
If you haven't heard yet, Halo Social is THE #SocialFi platform for the AI era…
Passive rewards for comments, likes, & reposts - just for regular users. And if you build as a creator, you could be stacking wayyy more in $HALO
TGE by the end of Q4!
Bullish! @HaloDotSocial
#Downgrades - Sep 19, 2024
$ATHA: Mizuho Downgrades to Neutral from Outperform - PT $0.50 (from $5)
$BX: CFRA Downgrades to Sell from Hold - PT $140 (from $107)
$CASY: JPMorgan Downgrades to Underweight from Neutral - PT $337 (from $300)
$ELAN: Morgan Stanley Downgrades to Equalweight from Overweight - PT $15 (from $17)
$FIVE: JPMorgan Downgrades to Underweight from Neutral - PT $95 (from $89)
$HALO: JPMorgan Downgrades to Neutral from Overweight - PT $57 (from $52)
$LFT: Raymond James Downgrades to Market Perform from Outperform
$MUSA: JPMorgan Downgrades to Underweight from Neutral - PT $435 (from $415)
$NREF: Raymond James Downgrades to Market Perform from Strong Buy
$PGNY: JMP Securities Downgrades to Market Perform from Market Outperform
$VSTO: Roth/MKM Downgrades to Neutral from Buy - PT $42
$WSC: Barclays Downgrades to Equalweight from Overweight - PT $44 (from $50)
$
🌟🌟🌟今日作业来了(8月3日),一共5个空投+23个任务,先查空投再做交互
每日作业并不是说让大家每一个任务都去参与,只是把信息统筹起来,一是方便大家查漏补缺一些自己正在跟进的项目,二是快速搜寻发现一些新的空投项目,每日汇总仅作为一个信息汇总参考,不做任何投资建议!
一、空投查询/领取
1、dappos活动奖励领取
https://t.co/qaql010EGL
2、sol链冲土狗的可以去领补贴
https://t.co/z9fjqRsVos
3、zora的NFT返现领取
https://t.co/oikj2AbsZs
4、创建过Blinks NFT合集的,可以领1500枚 $SEND
https://t.co/X0rg0qqCyN
5、7月1日之前给Sanctum转发/宣传过的,可以去填下表格,会发认真奖励,需要0.1sol保证金
https://t.co/rRGETkIhPJ
二、明牌/潜在空投
1、babylon的亲儿子 Chakra 预质押活动,BSC链单号最多0.0005BTCB,邀请码:0f19a2
https://t.co/LZ8MI96iru
2、众多天使投资人参投的 Solayer 第四期重新质押,这个项目建议存一下
https://t.co/UhPkthQvzh
3、Polymer @Polymer_Labs 测试网收集过NFT的去DC频道wallet-submission里提交一下自己的钱包地址
https://t.co/OsESIrLFBt
4、融资1760 万美元的模块化 DPoS 网络elixir第二季活动
https://t.co/7sFtGJTvmp
5、Plume 测试网上新了 4 个生态系统项目任务
https://t.co/zjSRa0V0IV
6、cellula幸运白晚上8点要开始了,有资格的记得去打
https://t.co/l8H17oYiHe
7、Kroma Quest快发空投了,做了九周奥德赛的去重新连接下Galxe
https://t.co/qK809o8AjQ
8、dappOS x SyncSwap 新活动来了,保底猪脚饭加未来双空投,强烈建议搞一下
https://t.co/SCTqsrmwsj
做了任务的记得填表,有2000个名额包赔20U
https://t.co/2FsyHohy4c
三、项目/任务交互
1、Initia推出了“Initia VIP”计划
https://t.co/KAYswgrBGj
2、Particle 积分
https://t.co/hgI7o96aI2
3、Debank的积分空投8月4号就结束了,记得领取一下
https://t.co/qU6PIqGWfM
4、Cycle Network 确认积分空投
https://t.co/nwTsyOhJ28
5、Retrobridge @retro_bridge 完成社交任务; Midday Journey活动集齐4个NFT ,作为未来奖励的凭证
https://t.co/hB2SjkS8xz
6、Side Protocol是比特币模块化区块链的结算和价值交换层,旨在增强比特币的可扩展性和可编程性。激励测试网的第 2 阶段
https://t.co/mDrA2lrpDm
7、AO生态DEX 平台Permaswap在everpay出了个任务,参与测试任务瓜分20000个 $Halo 奖池。,反馈bug可以再瓜分20000个 $Halo 奖池
https://t.co/2Jno1JO9gg
8、人工智能交易平台Zotto已推出激励测试网
https://t.co/ntRfVbDXCc
9、融资1.41亿美金的审计公司CertiK也搞了一个空投任务
https://t.co/GRyiVI3jnA
10、Berachain熊链在intract发布了任务 ,+200xp + NFT
https://t.co/zfR89HOQBe
11、冒险岛银河任务[Season 4] MSU QUIZ TIME,答题答案:ABABDAADCB
https://t.co/HEdWGaGKR7
12、superform 发布的 nft
https://t.co/TFa9eoqofO
13、Airhead @AirheadFun 参与活动获取白名单
https://t.co/5xANKn4g10
14、pufferfinance银河任务答案:CBA
https://t.co/etojCGHqlB
15、挂机挖块,一个窗口可以同时挖3个,每天2点,10点,6点会更新
https://t.co/ZnMzGAmJf2

🚀 24H Top 5 Gainers on #KuCoin (Jul 30, 2024) 🔥
1️⃣📈 $SD (@staderlabs) - $0.679 (+33%)
2️⃣📈 $HALO (@HALONFTOFFICIAL) - $0.0088 (+19%)
3️⃣📈 $CVX (@ConvexFinance) - $3.478 (+17%)
4️⃣📈 $VISION (@visiongame_) - $0.00239 (+15%)
5️⃣📈 $VERSE (@VerseEcosystem) - $0.0001964 (+14%)