Semtech, HEICO rise; Intuit, Spyre fall

EarningsAnalyst
โดย Seeking Alpha·US·Read original
Summary · why it matters

Stock futures were mixed Wednesday as investors awaited key U.S. inflation data and Nvidia's quarterly results. Among the biggest movers, Semtech gained 3.2% after reporting second-quarter earnings and revenue that beat estimates, with adjusted EPS of $0.71 and revenue up 32.7% to $341.9 million. HEICO rose 2.5% after fiscal third-quarter revenue hit a record $1.41 billion, beating consensus by about 4.7%. On the downside, Spyre Therapeutics fell about 12% after its phase 2 data for SPY072 in rheumatoid arthritis showed mixed results, with the low dose meeting the primary endpoint but the high dose missing. Intuit dropped 11.7% after issuing fiscal 2027 guidance well below consensus, with non-GAAP EPS expected between $22.68 and $23.12 versus the $27.30 estimate. SAP declined 4.8% after UBS downgraded the stock to neutral, citing slow progress in delivering AI products to customers.

Impact on stocks 5

Cloud & Digital Infrastructure▼ · 2 stocks
Intuit Inc
INTU
▼ NegativeCapitalrelevance

Fiscal 2027 guidance well below consensus, EPS $22.68-$23.12 vs $27.30 estimate.

SAP SE
SAP
▼ NegativeCapitalrelevance

UBS downgraded to neutral citing slow AI product delivery.

Semiconductors▲ · 1 stocks
Semtech Corporation
SMTC
▲ PositiveCapitalrelevance

Q2 earnings and revenue beat estimates, EPS $0.71, revenue up 32.7% to $341.9M.

Biotech & Genomic Medicine▼ · 1 stocks
Spyre Therapeutics Inc.
SYRE
▼ NegativeTechnologyrelevance

Phase 2 data for SPY072 in RA mixed: low dose met primary endpoint, high dose missed.

Defense & Geopolitical Fragmentation▲ · 1 stocks
Heico Corporation
HEI
▲ PositiveDemandrelevance

Record fiscal Q3 revenue of $1.41B, beating consensus by ~4.7%.

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