Macy's raises guidance, Meta upgraded, Novartis board overhaul urged in premarket moves

Price ActionEarningsM&A · Partnership
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Summary · why it matters

Macy's reported a second-quarter revenue beat and raised its full-year guidance for net sales, comparable sales and earnings per share, though it was unclear whether its quarterly EPS of 40 cents was comparable to the 37 cent LSEG consensus estimate, and shares slipped 1.6%. Meta Platforms added 1.4% after an upgrade at JPMorgan, which sees meaningful upside potential as Meta rolls out its artificial intelligence models and products, while Apple rose 1% a day after unveiling its foldable iPhone and other products. Novartis rose nearly 2% after Reuters reported a major shareholder called for an overhaul of the drugmaker's board to boost corporate governance, following three drug trial setbacks earlier this week. AeroVironment jumped more than 5% after first-quarter adjusted earnings of 59 cents per share and revenue of $480 million trounced LSEG estimates of 25 cents a share on $456 million, while American Eagle Outfitters fell more than 15% on a 1% second-quarter comparable sales decline and current-quarter operating income guidance of $110 million to $115 million, below the $124.3 million StreetAccount consensus. Enbridge slid nearly 3% after announcing it would acquire Tallgrass Energy's crude transportation business for $2.55 billion, and Kinetik moved 4.6% higher following a Bloomberg News report that it is exploring options, including a potential sale.

Impact on stocks 14

Artificial Intelligence▲ · 3 stocks
Consumer Discretionary± Mixed · 2 stocks
American Eagle Outfitters Inc
AEO
▼ NegativeDemandrelevance

Second-quarter comparable sales fell 1% and current-quarter operating income guidance came in below consensus.

Macy’s Inc
M
▲ PositiveCapitalrelevance

Reported a second-quarter revenue beat and raised full-year guidance for net sales, comparable sales and EPS.

Critical Materials & Supply Chain▲ · 2 stocks
Defense & Geopolitical Fragmentation▲ · 1 stocks
AeroVironment Inc
AVAV
▲ PositiveCapitalrelevance

First-quarter adjusted earnings and revenue trounced LSEG estimates.

Energy Transition & Power Demand▼ · 1 stocks
Enbridge Inc
ENB
▼ NegativeCapitalrelevance

Announced it would acquire Tallgrass Energy's crude transportation business for $2.55 billion.

Energy▲ · 1 stocks
Kinetik Holdings Inc
KNTK
▲ PositiveCapitalrelevance

Bloomberg report says it is exploring options, including a potential sale.

Spatial Computing / AR/VR▲ · 1 stocks
Meta Platforms Inc.
META
▲ PositiveCapitalrelevance

JPMorgan upgrade sees meaningful upside as Meta rolls out its AI models and products.

Biotech & Genomic Medicine▲ · 1 stocks
Novartis AG
NOVN
▲ PositiveRegulationrelevance

Major shareholder calls for a board overhaul to boost corporate governance after three drug trial setbacks.

Aging Population▲ · 1 stocks
Digital Finance & Tokenization▲ · 1 stocks

Off-coverage companies 1

Tallgrass EnergyPrivate± Mixed
relevance

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