Wednesday, June 04, 2025

Jun 04

 

Top Headlines

  • Wells Fargo (WFC):
    Up 2%+ after the Fed removed asset growth restrictions from 2018. Stock may gap above $76.58.


Earnings Winners

  • Guidewire (GWRE):
    Up 14% on strong earnings and accelerating revenue. Gapped above $218.33 (alternate handle entry).

  • HP Enterprise (HPE):
    Up 6%, despite weak RS rating of 29. Earnings and revenue beat, guidance raised (in line).

  • HealthEquity (HQY):
    Up 5% after a cup-with-handle breakout. Earnings +21%, revenue +15% YoY.

  • Rev Group (REVG):
    RV maker, gapping up on earnings after pulling back to the 21-day moving average.

  • Thor Industries (THO):
    Also up on earnings, but not as strong as REVG.


Earnings Losers

  • CrowdStrike (CRWD):
    Down 7.5%. Earnings beat, but growth decelerated and revenue guidance slightly below. Could retest $451 buy point.

  • Asana (ASAN):
    Down 10% despite earnings/revenue beat. Mixed analyst reactions.

  • Constellation Energy (CEG):
    Down 3% after Citigroup downgrade. Stock had surged Tuesday on a 20-year nuclear deal with Meta, but deal is reportedly less lucrative than prior Microsoft one.

  • D-Wave Quantum (QBTS):
    Down 2.5% after $400M stock/debt offering.


Other Movers

  • Snowflake (SNOW):
    Up 2.5% after UBS and RBC upgrades, with price targets raised to $265 and $250, respectively.

  • XP Inc. (XP):
    Brazil-based fintech, up 2.5% on Goldman Sachs upgrade to “Buy” with $23 target.


Upcoming Earnings to Watch

  • After close today:

    • Argan (AGX): Heavy construction leader.

    • Five Below (FIVE): Retail stock has doubled recently.

  • Thursday after close:

    • Broadcom (AVGO), ServiceTitan (TTAN), Rubrik (RBRK), DocuSign (DOCU).

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