May 4th Reporting Festivities

Tomorrow has a number of companies of interest that will be reporting; two of which, are on the roster.

  1. BILL - Reports After the Close

Current Price: 80.28 Intraday
52 Week Range: 68.30 - 179.85
Market Cap: $8.1B
YTD Momentum: -27%
About 55% Below its High

Fairly Useless Commentary: Last report BILL got whacked and this particular report will tell the tale whether it will be coming back anytime soon. As proof that Hope Springs Eternal, BILL is surging about 5-7% into the report.

What to expect: If the report and Guidance are good = soaring stock price: If the report and Guidance are bad = more rear end kicking.

  1. DDOG - Reports Before the Open

Current Price: $66.82 Intraday
52 Week Range: 61.34 - 124.43
Market Cap: $20.7B
YTD Momentum: -7.4%
About 46% Below its High

Fairly Useless Commentary: Since the beginning of March DDOG has bounced off of the $62 to $65 range 5 times, perhaps establishing a No-Go zone of defense. Doubt that is any real support should the report be a Bolo.

What to Expect:

  1. DKNG - Reports After the Close

Current Price: $22.29 Intraday
52 Week Range: 9.77 - 22.74
Market Cap: $10.2B
YTD Momentum: 101%
Right on Top of its High

Fairly Useless Commentary: One might consider, that with the NCAA Tourney just behind us, that a whole lot of gambling might have been going on. Should have juiced the QTR?

What to Expect:

  1. FOUR - Reports Before Market Opens

Current Price: $66.70 Intraday
52 Week Range: 29.39 - 76.40
Market Cap: $5.5B
YTD Momentum: +27%
About 13% Below its High

Fairly Useless Commentary: Since Peaking around March 31 FOUR has been taking some time off. That said - Bert Likes it and who am I to disagree? On the other hand - it missed on Revenue on its last report with Rev grow coming in at 34.6%: Still…a miss is a miss, unless you are SMCI with great guidance. I guess.

What to Expect:

  1. TGLS - Reports Before the Market Opens.

Current Price: $44.43 Intraday
52 Week Range: 16.05 - 47.63
Market Cap: #2.1B
YTD Momentum: +42.7%
About 6.7% Below its High

Fairly Useless Commentary: I really like this little company and should have them on the Scout Team. But I don’t and for the dumbest of reasons: They are just a foreign Glass Company and not a high flying Tech. But - I keep asking myself how in the world this tiny South American glass company has managed to capture 89+% of the market in the U.S?

What to Expect:

I might come back later and add a couple of more - but probably won’t.

All the Best,

7 Likes

DDOG Reports - Rejoice at Signs of Life!

Beat on Non-GAAP EPS by 4 Cents

Beat on Revenue by 2.7%

Revenue Growth of 32.8% YOY.

Fan Reaction: Stock currently up 12.73%.

Don’t you just love it when you are right about an investment! First time I’ve been right since sometime in mid 2021. Still - DDOG has a ways to go to climb out of its hole but this is a great first step.

All the Best,

2 Likes

TGLS Reports - The Little Engine that Could!

Rock solid Beat on Non-GAAP EPS by 18 Cents. Wow!

Revenue Beat of $11.58M or a solid 6+%. Very Healthy

Revenue Growth of 50.6%.

Fans Reaction: Standing Ovation as stock soars +6.4%

All the Best,

FOUR Reports -

Beat on Non-GAAP by 14 Cents: Very Healthy

Beat on Revenue by $18.61M or a plus 3.5%

Revenue Growth of 36.1 YOY.

Authorizes a Share Buy Back program.

Increased Full Year Guidance.

A really good report!

Fan Reaction: Boo Hiss - the market wanted more and are taking the stock down about 6-7%.

All the Best,

2 Likes

DKNG - Reports

Beat by 25 Cents on Non-GAAP EPS.

Beat on Revenue by $72.47M: A remarkable +10.38% Beat!

Raised Revenue Guidance

Revenue Growth YOY of 84.7%

Raised Revenue Guidance

Fan Reaction: Stock higher by 7-8% during After Hours trading.

All the Best,

1 Like

BILL Reports - Risk takers exhale.

Beat on Non-GAAP EPS by 26 Cents: Rock Solid

Beat on Revenue by 10.25%: Remarkable Comeback.

Revenue Growth of 63.3% YOY.

Fan Reaction: Stock up over 14% during After Hours trading.

All the Best,

5 Likes