RECAP • $AAP Q3: Sales down 21% to $2.15B, below $2.67B forecast; EPS at -$0.04 vs. $0.49 expected. Plans include store and distribution center closures, and headcount cuts. • $BZH Q4: Revenue up 25% to $806.2M vs. $777.8M expected; Adjusted EBITDA down 10.5%. Home closings up 4.8%, but gross margin decreased. • $BV Q4: Adj. EPS $0.30 vs. $0.31 est., revenue slightly below at $728.7M. FY guidance lower than expected. • $CPRI ends merger with Tapestry, which then ups its share buyback plan. • $IBTA Q3: EPS $0.94 vs. $0.35 forecast, revenue up 16% to $98.6M. Q4 revenue guidance below expectations. • $JJSF Q4: Adj. EPS $1.60 vs. $1.85 expected, sales slightly under $429.75M estimate. • $HP Q4: EPS $0.76 vs. $0.81 expected, revenue $694M vs. $695.24M forecast. FY25 CapEx guidance $290M-$325M, depreciation around $400M, R&D $32M. • $HI Q4: Adj. EPS $1.01 vs. $0.92 expected, revenue $837.6M vs. $792.98M. Q1 and FY25 EPS guidance below estimates. • $OVV agrees to acquire Montney assets for $2.377B cash from Paramount Resources Ltd. • $TTEK Q4: EPS $0.38 vs. $0.37 expected, revenue $1.37B vs. $1.135B. Provides next quarter and FY guidance. • $NU Q3: Adjusted net income $592M vs. $559M est., revenue $2.9B as expected, ROE at 30%. • $OPRX Q3: EPS $0.12 vs. $0.06 est., revenue $21.3M vs. $25M. FY guidance below expectations. • $TARS Q3: EPS ($0.61) vs. ($0.97) est., sales $48.1M vs. $43.44M. • $CSCO Q1: EPS $0.91 vs. $0.87, revenue $13.84B vs. $13.77B. Provides Q2 and FY guidance. • $DIS Q2: EPS $1.14 vs. $1.10, revenue $22.57B vs. $22.47B. Forecasts high-single digit EPS growth for FY25. • $ASML expects sales to reach €44B-€60B by 2030, with 8%-14% annual growth. • $DDD Q3 prelim: Revenue about $113M, with growth in materials but decline in printer sales. • $DIGI Q4: EPS $0.52 vs. $0.50, revenue $105.1M vs. $104.08M. Q1 guidance set. • $JD Q3: EPS $1.24 vs. $1.05, revenue up 5.1% to $37.1B. No Q4 guidance. • $KLIC Q4: EPS $0.34 vs. $0.35, revenue $181.3M vs. $180M. Announces share repurchase and dividend increase. • $NN Q3: EPS ($0.11) vs. ($0.16), revenue $1.61M vs. $1.105M. • $SONO Q4: EPS ($0.18) vs. ($0.41), revenue $255.38M vs. $247.36M. No forward guidance. • $SYNA to issue $400M in convertible notes due 2031.

$SONO - SONOS LEADERS TO FORGO BONUSES AFTER FAILED APP RELEASE, SAYS CEO SONOS CEO CALLS MAY APP RELEASE A 'FAILURE'

#Downgrades - Sep 26, 2024 $NTRS: Goldman Sachs Downgrades to Sell from Neutral - PT $82 (from $84) $AMP: Goldman Sachs Downgrades to Neutral from Buy - PT $476 $RLJ: Wolfe Research Downgrades to Peerperform from Outperform $PK: Wolfe Research Downgrades to Peerperform from Outperform $GPN: CFRA Downgrades to Hold from Buy $JWN: KeyBanc Downgrades to Sector Weight from Overweight $SMAR: UBS Downgrades to Neutral from Buy - PT $56.50 (from $61) $SONO: Morgan Stanley Downgrades to Underweight from Overweight - PT $11 (from $25) $TNL: Barclays Downgrades to Underweight from Equalweight - PT $40 (from $46) $GEHC: UBS Downgrades to Sell from Neutral - PT $74 (from $84) $REG: Deutsche Bank Downgrades to Hold from Buy - PT $75 (from $70) $HSY: Jefferies Downgrades to Underperform from Hold - PT $163 (from $184) $FRO: SEB Equities Downgrades to Sell from Buy - PT $18.92 $RNW: Morgan Stanley Downgrades to Equalweight from Overweight - PT $7.31 (from $7.43)

$SONO - SONOS SHARES FALL 4.8% PREMARKET AFTER MORGAN STANLEY CUTS TO UNDERWEIGHT FROM OVERWEIGHT, CUTS PT $SONO: Morgan Stanley Downgrades to Underweight from Overweight - PT $11 (from $25)