Morning Buzz: Lululemon (LULU), Envivio (ENVI), Apple (AAPL), Phillips 66 (PSX)

Lululemon Athletica Inc. (LULU) dropped $5.80 to $58.25 in early morning trading on Thursday after it reported Q215 earnings.

The apparel retailer handed in earnings of $0.34 per share on revenue of $453 million, beating Wall Street estimates of $0.33 per share on revenue of $445.84 million.

For Q3/15, LULU provided EPS guidance of $0.35 – $0.37 versus consensus of $0.43 per share. The company also issued revenue projection of $477 – $482 million, compared to the consensus revenue estimate of $478.38 million. Lululemon said it expects full-year EPS to be $1.87 – $1.92, with revenue ranging from $2.03 – $2.06 billion.

LULU currently prints a one year return of about 66% and a year-to-date return of 14.81%.

Envivio, Inc. (ENVI) shares surged more than 114% after the company said it has agreed to be bought by Ericsson (ERIC) for $4.10 per share in a cash transaction valued at approximately $125 million. The price offers a premium of about 115% over Envivio’s Wednesday closing price of $1.90 a share.

Shares of Apple Inc. (AAPL) are up slightly this morning despite unveiling a slew of new products on Wednesday. Separately, Appaloosa’s David Tepper just  said in a CNBC interview that Apple will always have a lower multiple because it is a device company. Tepper, who does not have a huge position on the name, also noted the stock is cheap and that it does have China exposure. Tepper by the way also said he sold his Alibaba (BABA) position.

Phillips 66 (PSX) — Warren Buffett’s Berkshire Hathaway (BRK.A), (BRK.B) disclosed that it has purchased another 3.5 million shares in the refining company, bringing its total stake in Phillips to 11.4%.

Buffett’s stake in the Houston, Texas-based energy manufacturing and logistics company is now worth $4.98 billion.

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