Department store chain Macy's Inc (M) has hired Capri Holdings (CPRI) top executive Thomas Edwards as its new chief financial officer and chief operating officer. He starts on Jun. 22.

Edwards succeeds Adrian Mitchell, who served as CFO since November 2020 and COO since March 2023.

Macy's shares gained 2.5%, while Capri's dropped 1.9% after Macy's announced the appointment on Tuesday.

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Anan Ashraf·4h ago

The move comes as the chain reorganizes its operations under Tony Spring, who took over as the firm's CEO last year.

Spring has made several leadership ship changes and is implementing a strategy to rationalize and improve its stores.

Macy's, which faces competition from e-commerce players such as Amazon.com (AMZN), closed 64 stores last year and expects to close 86 more in the next two years.

Its shares hit their lowest level in a year on March 31.

Meanwhile, Edwards' soon-to-be former company, Capri, is looking to sell its Versace business after a failed deal with Tapestry Inc (TPR).

Capri has been losing market share, and S&P Global Ratings recently downgraded its credit rating to junk, citing high debt.

On Stocktwits, retail sentiment for Macy's was 'extremely bearish' and message volume was 'low', unchanged from the previous day.

One user remarked on the stock price, saying that it's a “fire sale” level.

Donald_DraperMar 25, 2025 4:43 PM

$M When's the next take over offer? This stock is almost at fire sale levels. Bullish

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Macy's shares are down 24% year to date.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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Customer relationship management platform company HubSpot, Inc. (HUBS) is one of the small and medium business (SMB)-focused software-as-a-service company that has the potential to weather the ongoing macroeconomic uncertainties, an analyst said Tuesday. 

Morgan Stanley analyst Elizabeth Porter said the uncertainty resulting from trade tensions, tariffs and the Department of Government Efficiency (DOGE) portends to weaker IT spending demand. 

The analyst noted that the firm’s first quarter Chief Investment Officers (CIO) survey showed that the later responses signaled a deceleration in growth outlook. She also noted that the recent channel checks showed the first-quarter performance was largely in line with expectations, given volatility emerged toward the end of the quarter.

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However, a pushout of deals will likely impact second-quarter performance, she added.

Porter said partners do not look to reduce or cancel spending but to pause deals, resulting in a lower growth outlook for the second quarter and tempered outlook for 2025.

According to the analysts, partners exposed to clients with tariff risk and inventory concerns, namely consumer and packaged goods, retail and manufacturing verticals, may have to acutely lower full-year outlook.

On the other hand, partners exposed to verticals such as services, tech and health suggested little to no impact on demand or pipeline creation, she added.

Morgan Stanley’s screening showed HubSpot is among the SMB SaaS names which are relatively insulated as it has financial models set up conservatively and its stock trades at a discount to the average valuation over the last twelve months.

The firm also said the company scored relatively neutral to positive on qualitative factors such as large deal sizes that are harder to close, volatile transaction exposure, and reduced opportunity to trim costs.

On Stocktwits, retail sentiment toward HubSpot stock remained ‘bearish’ (35/100) and the message volume stayed ‘extremely low.’

A bearish watcher said the stock is overvalued.

JCRichardMar 11, 2025 8:43 PM

$HUBS This is still one of if not the most overvalued stock out there. I would be worried if I was long. Bearish

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Another user said shorting the stock has been profitable for them.

Hello_AIMar 29, 2025 4:28 PM

$HUBS man the options on this is lucrative .. swapped my position this week .. bought back my puts for a 50 % at 12 $. And took a short position of buying 3 puts (600 strike) at 11 $. And in just 3 days sitting at 250 % profit.

Hello_AI

Mar 19, 2025 8:07 PM

$HUBS Sold a Puts for april 17 for 600 $ got a 2600 Credit .. lets keep this one above 580 please .. !! Will keep selling calls n strong day .. !!

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HubSpot stock closed Tuesday’s session up 1.88% at $582.02 but it is down over 15% so far this year.

The Koyfin-compiled consensus price target for the stock is $846.70.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Read Next: Who Will Buy TikTok? Analyst Picks Oracle As Top Contender, Retail Is Less Certain

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Ultralife Corp (ULBI) stock pared some losses in extended trade on Tuesday after its shares fell 6.1% in the regular session as its quarterly earnings missed Wall Street’s profit estimates.

The battery solutions firm reported an adjusted income of $131,000, or $0.01 per share, for the three months ended Dec. 31, compared with $2.9 million, or $0.18 per share, a year earlier. Analysts were expecting it to post $0.15 per share in earnings.

Its revenue fell to $43.9 million from $44.5 million a year earlier. However, Wall Street expected it to post $40 million in revenue.

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Its Battery & Energy Products segment sales rose 11.7% to $39.9 million during the fourth quarter, compared to $35.7 million a year earlier, reflecting its acquisition of Electrochem.

However, organic sales for the segment fell 5.3% as a 48.1% increase in government or defense sales and a 1.6% increase in oil & gas market sales were offset by a 47.2% decrease in medical battery sales and a 4.4% decline in other industrial market sales.

Communications Systems sales declined by 55.1% to $4 million as it shipped higher orders in the year-ago quarter.

“For the fourth quarter, the contribution of Electrochem compensated for delays in the timing of expected larger orders for our Communications Systems segment and customer requests to push orders into 2025 for our Battery & Energy Products segment,” said CEO Mike Manna.

The company’s backlog and high-confidence orders stood at $102.2 million exiting 2024, compared to $78 million at the end of the third quarter.

Retail sentiment on Stocktwits jumped to ‘bullish’ (64/100) territory from ‘bearish’(27/100) a day ago, while retail chatter surged to ‘extremely high.’

One trader said even though the results were “mediocre,” the company maintained decent operating results “in what was clearly a tough environment.”

HTNYApr 01, 2025 11:11 AM

$ULBI On the face of them pretty mediocre results but I actually feel better about their future prospects having seen those. I thought this quarter would be a car crash with all the post acquisition charges but they still maintained decent operating results in what was clearly a tough environment. Bullish

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Another trader saw margin improvements for the company following the $50 million acquisition of Electrochem.

richardredApr 01, 2025 1:11 PM

$ULBI The way I see it. There should also be some margin improvement as the company used to buy products from Electrochem beforehand.

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Ultralife shares have fallen nearly 33% year-to-date (YTD).

Also See: Visa Reportedly Aims To Power Apple Cards, But Retail Traders Stay Indifferent For Now

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Intel Corp.'s (INTC) stock will be in focus on Wednesday after the company announced that its 18A processing node has crossed a critical production milestone.

At the Intel Vision 2025 conference, the legendary chip maker announced that the 18A process is now in the early stages of low-volume test manufacturing runs. Essentially, this means that Intel has achieved initial customer validation.

Interestingly, Intel is on track to achieving former CEO Pat Gelsinger's target of reaching the "five nodes in four years plan" as the veteran sought to bring the company back on track.

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According to The Fly, Wells Fargo analysts expressed optimism about the company's progress, calling it an "incremental positive" for the struggling chip maker.

The brokerage added that Intel could concentrate its focus on Intel developing custom solutions in the x86 ecosystem, even as Arm Holdings Plc. (ARM) architecture continues to gain market share.

"Our customers have validated that, 'Yep, 18 A is good enough for my product.' And we have to now do the 'risk' part, which is to scale it from making hundreds of units per day to thousands, tens of thousands, and then hundreds of thousands," said Intel's Kevin O'Buckley, the Senior Vice President of Foundry Services.

This week, Intel's new CEO, Lip-Bu Tan, vowed to change the chip maker's culture.

Retail sentiment on Stocktwits around Intel remained in the 'neutral' territory.

One user said their confidence in Intel has "soared" following the event.

JasonInsightMarketsApr 02, 2025 6:21 AM

After Intel Vision 2025 and CEO Lip-Bu Tan's address, my confidence in $INTC has soared. His direct words acknowledged past shortcomings, emphasizing a renewed focus on engineering excellence. Tan aims to streamline culture, remove bureaucracy, and reignite innovation by fostering a startup-like environment. His track record in leading turnarounds underscores the significance of this shift towards execution and empowering engineers at Intel. addxgo.io/community/9043520...

Intel CEO Lip-Bu Tan Addresses Public Concerns in First Speech

https://addxgo.io

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The average price target for Intel is $22.90, according to Koyfin data, implying a 4% upside from current levels.

Of the 45 analyst calls, two recommend 'Buy,' 40 have a 'Hold' rating, while three brokerages advise 'Sell' or 'Strong Sell.'

Intel's stock has gained almost 10% year-to-date.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also See: Wolfspeed Stock Plunges On Uncertainty Over CHIPS Act Funding, Goldman Sachs Cuts Price Target: Retail Spirits Remain High

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Shares of Wolfspeed Inc. (WOLF) plunged almost 8% in Tuesday’s regular trading session amid growing uncertainty around the company receiving CHIPS Act funding.

Adding to investor woes, Goldman Sachs analysts cut their price target for Wolfspeed, According to The Fly.

The brokerage nearly halved its price target for Wolfspeed to $8 from $15, but the implied upside is still at an impressive 184%.

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This comes at a time when the Commerce Secretary Howard Lutnick hinted at the possibility of withholding CHIPS Act funding. According to a Bloomberg report, Lutnick instead wants to push companies to set up or expand manufacturing facilities in the U.S.

On its part, Wolfspeed recently said it can execute its operating plan without any federal funding under the CHIPS Act.

Despite this, Goldman Sachs said it’s cutting the price target due to funding uncertainty adversely impacting Wolfspeed’s growth prospects.

It assigns a price-to-earnings multiple of 10 now instead of 17.5.

Earlier last week, Wolfspeed announced a new CEO, with Robert Feurle taking over from Thomas Werner. The company also received $192.1 million in cash tax refunds.

It also reaffirmed its projection of a loss of $0.76 to $0.88 per share on revenue of $170 million to $200 million.

During its second-quarter results, Wolfspeed had expressed optimism that it made “significant progress” in securing CHIPS Act funding, helped by a $200 million equity offering. However, Lutnick’s comments might have just thrown a wrench in Wolfspeed’s plans.

Retail sentiment on Stocktwits around Wolfspeed remained high, hovering in the ‘extremely bullish’ territory at the time of writing.

Not everyone shared the optimism, though, with one user speculating that Wolfspeed could be wound up at current pace.

Data from Koyfin shows the average price target for Wolfspeed is $7.90, implying a 180% upside from current levels.

Of the 15 analyst calls, there are three ‘Strong Buy’ recommendations, nine ‘Hold’ ratings, and three brokerages recommending ‘Sell’ or ‘Strong Sell.’

Wolfspeed’s stock has tumbled by nearly 54% in the past five trading sessions, with its year-to-date decline being 58%.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also See: Nokia Stock Gains On Partnerships With Amazon, Vodafone Idea: Retail Sentiment Edges Up

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Shares of beverages maker Keurig Dr Pepper Inc (KDP) closed 2.2% higher on Tuesday after Morgan Stanley raised its price target on the company's shares.

The research firm upped its rating to 'Overweight' from 'Equal Weight' and its price target by $2 to $40.

Morgan Stanley said the company behind 7UP and a dozen other beverages has shown highly visible strength in its U.S. refreshment segment and international markets. 

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Potential price increases in the refreshment industry are likely to provide more upside.

The firm said the market is not recognizing Keurig Dr Pepper's organic sales and earnings growth prospects compared to consumer packaged goods peers.

Last month, Citi named Keurig Dr Pepper its top pick in the analyst's beverages, household and personal care group.

It said it picked firms "that are posting better near-term trends, have idiosyncratic opportunities, and have a lower valuation level."

Keurig Dr Pepper reported fourth-quarter results in February, exceeding market expectations for revenue and EPS. The company will announce Q1 results on Apr. 24.

On Stocktwits, retail sentiment remained 'bearish', although the message volume rose to 'high' from 'extremely low' the previous day.

Several users posted about the rating news, with one saying that the stock could climb further if it closes above $34.65.

OnlyFibsApr 01, 2025 1:43 AM

$KDP - i like exposure now, need close over $34.65 to really get ish going, commons + options, gl! #hovdid Bullish

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Shares ended at $34.97 on Tuesday, up nearly 9% year to date.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

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