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e.l.f Beauty Stock Drops To Year-Low Ahead Of Q3 Earnings, But Retail’s Optimistic
Shares of e.l.f. Beauty Inc. (ELF) fell more than 1% on Wednesday to a one year-low ahead of the company’s third-quarter earnings, but retail sentiment remained optimistic about the company’s prospects.
e.l.f. Beauty is expected to release its third-quarter earnings after the bell on Thursday. The company has beaten earnings per share and revenue estimates in all four of the past four quarters.
Wall Street analysts expect e.l.f. Beauty to post $0.94 in earnings per share on revenue of $352.70 million, according to Finchat.
For the second quarter, e.l.f. Beauty earnings per share stood at $0.77, beating estimates of $0.43. Revenues came in at $301.08 million, above the consensus estimate of $289.43 million, according to Stocktwits data.
Piper Sandler lowered the price target on Elf Beauty to $131 from $167 with an ‘Overweight’ rating, Fly.com reported. According to the firm, Elf's recent share price weakness "has been meaningfully overdone" and suggested investors to building positions ahead of earnings, added the report.
Sentiment on Stocktwits moved up higher in the ‘extremely bullish’ zone from a day ago. Message volumes were also in the ‘extremely high’ zone.
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Ahead of its earnings, Stifel also lifted its FY25 and FY26 sales and adjusted earnings before interest, taxes, depreciation and amortization, or Ebitda estimates, noting a "modest upside" to fiscal Q3 consensus sales estimates, Fly.com reported.
E.l.f. Beauty sells cosmetics and skin care products under the brands e.l.f. Cosmetics, e.l.f. SKIN, Keys Soulcare, Well People and NATURIUM.
e.l.f. Beauty stock is down 30% year-to-date.
For updates and corrections, email newsroom[at]stocktwits[dot]com.
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Deepti Sri·7h agoCentral Garden & Pet Q1 Earnings Smashes Estimates, Lifts Stock, But Retail Sentiment Lags
Shares of Central Garden & Pet Company ($CENT) rose more than 2% in after-hours trading Wednesday following the company’s strong first-quarter earnings and 2025 outlook, but retail sentiment lagged the price uptick.
Central Garden’s first quarter net sales came in at $656 million, up 3% from the prior year, beating estimates of $630.45 million, according to Stocktwits data.
Earnings per share stood at $0.21 compared with $0.01 a year earlier, beating Wall Street estimates of loss per share of $0.02. Net income was $14 million compared to $0.4 million in the prior year.
For 2025, Central reaffirmed its outlook for non-GAAP EPS to be $2.20 or above.
“The fiscal year is off to a strong start, driven by increased first quarter shipments, productivity gains and easing inflation, all contributing to growth in both our top and bottom line,” said Niko Lahanas, CEO of Central Garden & Pet. “We are encouraged by our first quarter performance, but recognize this period is typically our smallest quarter and benefited from the favorable timing of shipments and promotional activities. We remain confident in our fiscal year outlook and committed to executing our Central to Home strategy with excellence.”
Message activity on Stocktwits was in the ‘low’ zone, despite the company’s impressive quarterly performance and outlook.
According to a company statement, its pet segment operating income grew to $51 million from $43 million a year ago, with operating margins expanding by 140 basis points to 12.0% from 10.6% in the prior-year quarter.
Central Garden’s brands include Amdro, Aqueon, Cadet, C&S, and Ferry-Morse, among others.
Central Garden stock is down 4% year-to-date.
For updates and corrections, email newsroom[at]stocktwits[dot]com.
Under Armour Stock In Focus Ahead Of Q3 Earnings: Retail’s Bullish
Shares of Under Armour ($UA) have been in the spotlight ahead of the apparel company’s third-quarter earnings, with retail sentiment staying upbeat.
Wall Street analysts expect the company to post earnings per share of $0.03 on revenue of $1.34 billion, according to Stocktwits data. The company beat earnings in all four quarters in the past year for EPS, and delivered a revenue beat three out of four quarters.
Under Armour competitors VF Corp and Columbia Sportswear reported earnings beat recently. VF Corp posted revenue growth of 1.9% year–over-year, while Columbia Sportswear revenues rose 3.5%.
In December, Under Armour reiterated its full-year fiscal 2025 outlook.
"Today, we reviewed our plans to enhance and fortify the Under Armour brand, highlighting our seasoned leadership team's commitment to ensuring consistent execution with improved alignment, clarity, and confidence about our future direction…I am confident that our actions are gaining traction,” said CEO Kevin Plank “We are running a more agile and focused company, and our strategies are fostering renewed brand strength, which we believe will ultimately improve our ability to drive sustainable, profitable growth for our shareholders."
Last month Barclays lowered the firm's price target on Under Armour to $11 from $12 with an ‘Equal Weight’ rating following the management outlining its near- and long-term strategic initiatives to return to growth and capture market share.
Last quarter, the company posted $0.30 in EPS, beating estimates of $0.19.
Sentiment on Stocktwits has stayed ‘bullish’ from a day ago. Message volumes have been in the ‘normal’ zone.
Under Armour is a distributor of branded athletic performance apparel, footwear, and accessories.
Under Armour stock is down 0.48% year-to-date.
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Teladoc’s $65M Catapult Health Deal Wins Over Retail As Stock Eyes Best Day In Over 2 Months
Teladoc Health Inc. shares surged 7% on Wednesday, reaching one-month highs and tracking their best single-day gain since Nov. 25, as investors cheered its deal to buy Catapult Health.
The company said it would acquire Catapult, a leading virtual preventive care provider, in an all-cash deal worth $65 million, with an additional $5 million contingent earnout.
As of the third quarter of 2024, Catapult generated $30 million in trailing twelve-month revenue, and Teladoc aims to integrate its at-home diagnostic testing and clinical support into its platform.
The deal is expected to close in the first quarter of this year, pending regulatory approvals.
On Stocktwits, sentiment for Teladoc, which has nearly 40,000 followers, became increasingly bullish as message volume spiked.
One user called Teladoc “undervalued,” while another described the acquisition as “a point of inflection” for the company.
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The announcement comes just weeks before Teladoc’s fourth-quarter earnings report, where Wall Street expects an adjusted loss per share of $0.23 on revenue of $639.55 million.
Teladoc boomed during the COVID-19 pandemic but has since struggled amid rising competition and weaker financials. Following the ouster of CEO Jason Gorevic last year, the company has been trying to chart a recovery path.
Despite Wednesday’s rally, Teladoc remains over 95% below its pandemic-era all-time high.
The stock has gained 18% year-to-date in 2025, with a current short interest of 13.2%.
For updates and corrections, email newsroom[at]stocktwits[dot]com.
BigBear.ai Stock Hits Over 32-Month High On Bagging Department Of Defense Contract: Retail's Extremely Bullish
Shares of BigBear.ai Holdings Inc. (BBAI) surged more than 36% in morning trade on Wednesday after the company announced that it had bagged a contract from the U.S. Department of Defense (DOD).
The DOD contract involves BigBear.ai developing a Virtual Anticipation Network (VANE) prototype for the Chief Digital and Artificial Intelligence Office (CDAO).
BigBear.ai’s prototype will use custom AI models to improve the assessment of news originating from potential foreign adversaries.
“By advancing VANE within CDAO, we are arming our warfighters with sophisticated intelligence capabilities to leverage foreign insights critical to the safety of our Nation and those protecting it,” said Ryan Legge, President of National Security at BigBear.ai.
The company noted that VANE bagged “awardable” status at DOD’s Tradewinds framework in April 2024. It added that today’s contract win advances VANE from the research prototype stage to an operational prototype.
BigBear.ai’s contract win helped it climb to the top of trending stocks on Stocktwits. The company’s shares are now at a 32-month high.
This comes after BigBear.ai bagged a U.S. Navy contract last week.
Retail sentiment on Stocktwits around the BigBear.ai stock was in the ‘extremely bullish’ (89/100) territory, while message volume increased to ‘extremely high’ levels.
One user thinks the BigBear.ai stock will rise to $10 to $15 levels by the end of this week.
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BigBear.ai’s share price has surged more than five times over the past six months, gaining almost 440%.
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Aviat Networks Stock Soars Pre-Market As JMP Maintains Positive Outlook: But Retail Stays Bearish
Shares of Aviat Networks Inc. (AVNW) surged over 19% during pre-market trade on Wednesday as analysts at JMP Securities maintained their positive outlook on the company’s stock.
This comes after Aviat Networks posted its second-quarter earnings. The company reported a 26.2% year-over-year (YoY) rise in revenue to $118.2 million compared to a Wall Street estimate of $103.59 million, according to TheFly. Earnings per share (EPS) for the quarter stood at $0.82, slightly down from $0.84 during the same period last year.
After the earnings, analysts at JMP Securities underscored Aviat’s strengths, like catering to an underserved base of customers, as one of its strategic advantages, according to Investing.com.
According to TheFly, Aviat Networks stock received two price target hikes. Analysts at Roth MKM hiked their price target for the stock to $42 from $39, citing blowout second-quarter results with meaningful upside. This implies an upside of over 104% from current levels.
Analysts at Northland raised their price target to $30 from $27, implying an upside of nearly 46%.
The brokerage also underscored Aviat’s international expansion and improving gross margins as other growth drivers.
For the full fiscal year 2025, Aviat maintained its previous revenue guidance between $430 million and $470 million.
However, retail sentiment on Stocktwits around the stock trended in the ‘bearish’ (25/100) territory compared to ‘extremely bearish’ a day ago.
Message volume saw a spike, entering the ‘high’ (61/100) zone from ‘normal’ a day ago.
One user appreciated the company's stock performance since November, when they made their initial post.
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Avian Networks’ share price has declined more than 24% over the past six months, while its one-year performance has been worse with a fall of over 31%.
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