NXP Semiconductors, Pfizer, Ferrari, Expedia and Moderna in Focus

Monday (November 1)
Tuesday (November 2)
Wednesday (November 3)
Thursday (November 4)
Friday (November 5)

Earnings Calendar For The Week Of November 1

Monday (November 1)

IN THE SPOTLIGHT: NXP SEMICONDUCTORS

The Eindhoven, Netherlands-based semiconductor producer NXP Semiconductors will put up earnings of $2.75 per share within the third quarter, which represents year-over-year progress of over 60% from $1.59 per share seen in the identical interval a 12 months in the past.

The main provider of high-performance mixed-signal merchandise would put up income progress of about 26% to round $2.8 billion. It’s value noting that the corporate has overwhelmed consensus earnings per share estimates in every of the final 4 quarters.

“NXP Semiconductors (NXP) has engaging publicity to secular progress themes like EVs, rising penetration of ADAS, connectivity and cell funds. Moreover, the corporate has executed effectively this cycle and specifically its lean channel stock positions them effectively for a snapback as demand improves,” famous Joseph Moore, fairness analyst at Morgan Stanley.

“Nevertheless, we transfer to the sidelines after a interval of robust outperformance within the inventory. NXPI’s a number of relative to friends has moved from a cloth low cost to barely above the place it sometimes trades. Moreover, we predict significant EPS revisions are going to be tougher to return by close to time period.”

TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE NOVEMBER 1

Ticker	Firm	EPS Forecast
CCC	Computacenter	£81.30
MSGS	Madison Sq. Backyard Sports activities	-$1.08
RYAAY	Ryanair	$1.06
ON	ON Semiconductor	$0.74
TTM	Tata Motors	-$0.14
L	Loews	$0.63
CNA	CNA Monetary	$0.66
TKR	Timken	$1.17
ENBL	Allow Midstream Companions	$0.21
NPSKY	NSK ADR	$0.30
AMG	Affiliated Managers	$3.91
SANM	Sanmina	$0.99
CHT	Chunghwa Telecom	$0.34
BEN	Franklin Assets	$0.86
CXP	Columbia Property	$0.02
ANET	Arista Networks	$2.73
O	Realty Ome	$0.40
PCG	PG&E	$0.26
CLX	Clorox	$1.03
FANG	Diamondback Power	$2.78
HOLX	Hologic	$1.00
SBAC	SBA Communications	$0.81
WMB	Williams Firms	$0.28
NXPI	NXP Semiconductors	$2.75
SPG	Simon Property Group	$1.06
MOS	Mosaic	$1.54
BRKR	Bruker	$0.44
CAR	Avis Funds	$6.85
CACC	Credit score Acceptance	$11.74
NBIX	Neurocrine Biosciences	$0.61
CHGG	Chegg	$0.19
VNO	Vornado Realty	$0.29
OHI	Omega Healthcare Traders	$0.43
BRX	Brixmor Property	$0.09
ADC	Agree Realty	$0.46
NSP	Insperity	$0.86
CRUS	Cirrus Logic	$1.63
OGS	One Fuel	$0.38
FN	Fabrinet	$1.33
AWR	American States Water	$0.75
KMT	Kennametal	$0.38
VRNS	Varonis Methods	$0.02
LEG	Leggett & Platt	$0.77
RIG	Transocean	-$0.16
OTTR	Otter Tail	$1.13
RMBS	Rambus	$0.33
BCC	Boise Cascade	$2.09
MCK	McKesson	$4.66
PSA	Public Storage	$2.14
TLK	Telekomunikasi Indns Tbk Prshn Pp Pt	$0.45

Tuesday (November 2)

IN THE SPOTLIGHT: PFIZER, FERRARI

PFIZER: The world’s largest pharmaceutical large is anticipated to report a revenue of $1.08 within the third quarter, which represents year-over-year progress of about 50% from $0.72 per share seen in the identical interval a 12 months in the past. The pharmaceutical firm, which ranked sixty fourth on the 2020 Fortune 500 record of the most important U.S. companies by whole income, will report income of $22.7 billion, up almost 90% from the identical interval a 12 months in the past.

Pfizer’s income and earnings have each reached new highs as a result of robust gross sales of its Coronavirus vaccine. Orders of coronavirus vaccines have continued to flood-in this 12 months, which has led the corporate to improve its steering a number of instances.

In accordance with the corporate’s newest quarterly replace again in July, it expects income of $78.0 billion to $80.0 billion with adjusted earnings per share of $3.95 to $4.05. That might be a major enchancment from the $41.9 billion income and $2.22 EPS the corporate generated in 2020.

“We undertaking strong progress prospects, and the corporate’s COVID vaccine gives important accretion potential in 2021 and 2022. However we anticipate COVID vaccine gross sales and income to say no considerably in 2023+,” famous Matthew Harrison, fairness analyst at Morgan Stanley.

“Pfizer’s dividend is anticipated to proceed to will increase at present stage regardless of Viatris’ dividend fee. Lack of readability in close to to mid-term pipeline potential. Pipeline execution and M&A can be key to investor notion, given late-decade patent expiration publicity.”

FERRARI: The luxurious sports activities automobile maker is anticipated to report earnings of $1.19 per share within the third quarter, representing an almost 30% enhance from $0.92 per share seen a 12 months earlier. The corporate, recognized for its prancing horse emblem, would put up income progress of over 21% to round $1.3 billion.

TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE NOVEMBER 2

Ticker	Firm	EPS Forecast
BP	BP	£0.15
STAN	Commonplace Chartered	£0.22
NRZ	New Residential Funding	$0.35
MYGN	Myriad Genetics	-$0.05
ARNC	Arconic Inc	$0.52
SRCL	Stericycle	$0.60
IEP	Icahn Enterprises	$0.11
MPLX	MPLX	$0.72
TRI	Thomson Reuters USA	$0.38
MPC	Marathon Petroleum	$0.70
ZBRA	Zebra Applied sciences	$4.06
EIX	Edison Worldwide	$1.74
EL	Estée Lauder	$1.70
ETRN	Equitrans Midstream Corp	$0.16
LEA	Lear	$0.61
LDOS	Leidos	$1.62
FMS	Fresenius Medical Care	$0.56
TECH	Bio Techne	$1.72
LPX	Louisiana Pacific	$3.47
EXPD	Expeditors Worldwide Of Washington	$1.79
MKL	Markel	$13.64
SABR	Sabre	-$0.55
YAMCY	Yamaha DRC	$0.58
MITSY	Mitsui & Firm	$19.66
BP	BP	$0.89
WAT	Waters	$2.36
XYL	Xylem	$0.59
UAA	Underneath Armour Inc	$0.15
UA	Underneath Armour C share	$0.15
WEC	Wisconsin Power	$0.78
SEE	Sealed Air	$0.82
INCY	Incyte Corp	$0.57
INGR	Ingredion	$1.45
PEG	Public Service	$0.92
RL	Ralph Lauren	$2.00
LGIH	LGI Houses	$4.12
ARCB	ArcBest Corp	$2.44
CTLT	Catalent	$0.65
GNRC	Generac	$2.37
OMCL	Omnicell	$0.91
HEP	Holly Power Companions	$0.46
IART	Integra LifeSciences	$0.72
KKR	KKR & Co LP	$0.93
PFE	Pfizer	$1.08
MMP	Magellan Midstream Companions	$0.97
IDXX	Idexx Laboratories	$1.91
ETN	Eaton	$1.73
APO	Apollo World Administration	$1.09
AME	Ametek	$1.18
DD	DuPont	$1.12
RHP	Ryman Hospitality Properties	-$0.28
EPD	Enterprise Merchandise Companions	$0.51
WLK	Westlake Chemical	$3.96
IPGP	IPG Photonics	$1.28
COP	ConocoPhillips	$1.51
GPN	World Funds	$2.15
ROK	Rockwell Automation	$2.16
MLM	Martin Marietta Supplies	$4.23
IT	Gartner	$1.56
EXLS	ExlService	$1.06
HSIC	Henry Schein	$0.94
BCH	Banco De Chile	$0.44
VRTX	Vertex Prescribed drugs	$3.08
WES	Western Fuel Companions	$0.62
TMUS	T-Cell Us	$0.49
RARE	Ultragenyx Pharmaceutical	-$1.39
AMGN	Amgen	$4.27
AWK	American Water Works	$1.52
AKAM	Akamai	$1.39
LSCC	Lattice Semiconductor	$0.24
RACE	Ferrari	$1.19
CMI	Cummins	$3.93
DOX	Amdocs	$1.18
PACB	Pacific Biosciences Of California	-$0.22
EC	Ecopetrol	$2,419.00
NNN	Nationwide Retail Properties	$0.41
KAI	Kadant	$1.67
EXEL	Exelixis	$0.16
STE	Steris	$1.82
WU	Western Union	$0.58
RDN	Radian	$0.71
CRK	Comstock Assets	$0.35
LSI	LIFE STORAGE	$0.81
EXAS	Actual Sciences	-$0.84
HALO	Halozyme Therapeutics	$0.43
DEI	Douglas Emmett	$0.07
MANT	ManTech Worldwide	$0.85
VRSK	Verisk Analytics	$1.37
ENLC	EnLink Midstream	$0.04
GNW	Genworth Monetary	$0.28
AIZ	Assurant	$1.37
MCY	Mercury Basic	$0.80
FNF	Constancy Nationwide Monetary	$1.65
IOSP	Innospec	$1.01
HLF	Herbalife	$1.09
LYFT	Lyft Inc	-$0.02
AMCR	Amcor PLC	$0.18
BFAM	Vibrant Horizons Household Options	$0.63
OKE	ONEOK	$0.82
Z	Zillow	$0.15
PAYC	Paycom Software program	$0.90
PEAK	Healthpeak Properties Inc	$0.10
LPSN	LivePerson	-$0.15
EGHT	8X8	$0.01
FMC	FMC	$1.32
ATVI	Activision Blizzard	$0.70
DVN	Devon Power	$0.93
AMED	Amedisys	$1.36
BKH	Black Hills	$0.65
PKI	PerkinElmer	$1.71
MRCY	Mercury Methods	$0.40
VOYA	Voya Monetary	$1.61
XPO	XPO Logistics	$0.91
NMIH	NMI	$0.71
CDK	Cdk World	$0.68
SRC	Spirit Realty Capital New	$0.36
MTCH	Match Group	$0.57
CZR	Caesars Leisure	$0.16
TX	Ternium	$5.22
FRSH	Papa Murphy’s	-$0.14
MDLZ	Mondelez Worldwide	$0.70
PRU	Prudential Monetary	$2.76
UNM	Unum	$1.15
CIB	Bancolombia	$0.60
AFG	American Monetary	$1.86

Wednesday (November 3)

Ticker	Firm	EPS Forecast
EMR	Emerson Electrical	$1.18
EVRG	Evergy Inc	$1.74
SBRA	Sabra Well being Care Reit	$0.14
OMI	Owens Minor	$0.61
CDW	CDW	$2.06
CRTO	Criteo	$0.35
ATRC	AtriCure	-$0.33
HZNP	Horizon Pharma	$1.54
CVS	CVS Well being	$1.79
CLH	Clear Harbors	$1.02
IONS	Ionis Prescribed drugs	-$0.51
ETR	Entergy	$2.40
MDU	MDU Assets	$0.82
EXC	Exelon	$1.08
MATX	Matson	$5.23
EQIX	Equinix	$1.61
BCRX	BioCryst Prescribed drugs	-$0.29
BWA	Borgwarner	$0.72
BR	Broadridge Monetary Options	$0.97
HBM	HudBay Minerals Ord Shs	$0.05
NVO	Novo Nordisk A Fs	$0.78
HUM	Humana	$4.67
CPRI	Capri Holdings Ltd	$0.94
BIP	Brookfield Infrastructure	$0.37
MAR	Marriott Worldwide	$0.99
DISCA	Discovery Communications	$0.38
DISCK	Discovery Communications Disck	$0.38
DISCB	Discovery Communications Discb	$0.38
NYT	New York Instances	$0.20
CIM	Chimera Funding	$0.37
AVA	Avista	$0.06
SPR	Spirit AeroSystems	-$0.77
JLL	Jones Lang LaSalle	$3.53
BGCP	BGC Companions	$0.15
AAWW	Atlas Air Worldwide	$4.30
SMG	Scotts Miracle-Gro	-$0.87
HFC	HollyFrontier	$0.76
CRL	Charles River Laboratories	$2.58
BDC	Belden	$1.18
CWH	Tenting World Holdings	$1.79
VSH	Vishay Intertechnology	$0.65
NI	NiSource	$0.09
LANC	Lancaster Colony	$1.51
LAMR	Lamar Promoting	$1.15
SUN	Sunoco	$1.06
MAC	Macerich	-$0.08
ODP	Workplace Depot	$1.51
FUN	Cedar Truthful	$2.09
NCLH	Norwegian Cruise Line	-$2.04
QGEN	Qiagen	$0.54
CORT	Corcept Therapeutics	$0.22
ES	Eversource Power	$1.06
PCRX	Pacira	$0.67
UTHR	United Therapeutics	$3.59
SHOO	Steven Madden	$0.77
FOX	Twenty First Century Fox	$1.03
ITUB	Itau Unibanco	$0.12
AGIO	Agios Prescribed drugs	-$1.57
CVE	Cenovus Power USA	$0.34
CLR	Continental Assets	$1.21
REGI	Renewable Power	$1.16
PXD	Pioneer Pure Assets	$3.88
MFC	Manulife Monetary USA	$0.64
STN	Stantec USA	$0.55
TTWO	Take Two Interactive Software program	$1.35
APA	Apache	$0.91
FNV	Franco Nevada	$0.85
SID	Companhia Siderurgica Nacional	$0.43
KW	Kennedy Wilson	-$0.05
SWN	Southwestern Power	$0.21
MGM	MGM Resorts Worldwide	-$0.06
FLT	Fleetcor Applied sciences	$3.48
EPR	EPR Properties	$0.28
SJI	South Jersey Industries	-$0.17
FOXA	Twenty-First Century Fox	$1.03
OAS	Oasis Petroleum	$1.75

Thursday (November 4)

IN THE SPOTLIGHT: EXPEDIA, MODERNA

EXPEDIA: The net journey procuring firm would put up its third-quarter earnings of $1.68 per share, which represents year-over-year progress of over 800% from a lack of -$0.22 per share seen in the identical quarter a 12 months in the past. The Bellevue, Washington would put up income progress of about 84% to round $2.8 billion.

“We see a positive Expedia (EXPE) threat/reward given our expectation for a U-shaped room evening decline and restoration as we see on-line journey room evening progress returning to optimistic progress in ’21,” famous Brian Nowak, fairness analyst at Morgan Stanley.

“We’re bullish about EXPE’s current strategic investments to extend its international property provide, spend money on VRBO, and enhance efficiency advertising and see these resulting in quicker long-term room evening progress. Whereas these investments are possible the proper long-term methods for progress, we see greater execution threat, longer payback and extra near-term margin strain.”

MODERNA: The biotech firm targeted on drug discovery, is anticipated to report its third-quarter earnings of $9.01 per share, which represents year-over-year progress of over 1,600% from a lack of -$0.53 per share seen in the identical interval a 12 months in the past. The Massachusetts-based biotechnology firm’s income would put up income progress of three,500% to round $6.09 billion.

“We’re Equal-weight Moderna. Whereas we imagine there’s long-term upside for Moderna, we imagine the numerous valuation enhance related to the success of the COVID-19 vaccine limits the near-term upside,” famous Matthew Harrison, fairness analyst at Morgan Stanley.

“The corporate has taken an industrialized method to growing mRNA based mostly therapeutics and has quickly generated a broad pipeline of 21 packages, 11 of which have entered medical growth. We imagine Moderna’s mRNA drug growth platform is extra diversified and scalable in contrast with rivals, and is validated by broad partnerships with Merck and AstraZeneca. We see vaccines and uncommon illnesses as the important thing valuation drivers of the corporate.”

TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE NOVEMBER 4

Ticker	Firm	EPS Forecast
IBP	Put in Constructing Merchandise	$1.63
BLDR	Builders Firstsource	$1.63
TM	Toyota Motor	$2.62
PZZA	Papa John’s Worldwide	$0.71
TRGP	Targa Assets	$0.47
ZBH	ZIMMER BIOMET HDG.	$1.76
W	Wayfair Inc.	$0.03
MELI	MercadoLibre	$1.25
PWR	Quanta Companies	$1.45
PENN	Penn Nationwide Gaming	$0.84
NTLA	Intellia Therapeutics Inc	-$0.85
APTV	Aptiv PLC	$0.37
IX	Orix	$2.27
GPRE	Inexperienced Plains	-$0.29
MUR	Murphy Oil	$0.14
BGNE	BeiGene	-$4.70
BBD	Banco Bradesco	$0.12
CVCO	Cavco Industries	$2.72
PDCE	PDC Power	$1.60
ILMN	Illumina	$1.26
EXPE	Expedia	$1.68
CYRX	Cryoport Inc	-$0.15
QDEL	Quidel	$3.52
IOVA	Iovance Biotherapeutics	-$0.53
MNST	Monster Beverage	$0.67
EOG	EOG Assets	$2.02
NFG	Nationwide Gasoline Fuel	$0.69
PFSI	Pennymac Monetary Companies	$3.43
OXY	Occidental Petroleum	$0.66
PRTA	Prothena	$2.26
MTZ	MasTec	$1.70
GBT	BMTC Group	-$1.11
TDS	Phone Information Methods	$0.27
BAP	Credicorp USA	$10.73
USM	United States Mobile	$0.48
NKTR	Nektar Therapeutics	-$0.80
SWKS	Skyworks Options	$2.55
AL	Air Lease	$0.71
AIG	AIG	$0.91

Friday (November 5)

Ticker	Firm	EPS Forecast
MGA	Magna Worldwide USA	$0.64
HE	Hawaiian Electrical Industries	$0.59
SRE	Sempra Power	$1.70
PNW	Pinnacle West Capital	$2.81
TRP	Transcanada USA	$0.80
HMC	Honda Motor	$0.56
VTR	Ventas	$0.05