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Earnings to Watch Next Week: Pfizer, Alibaba, Amazon, Alphabet and Qualcomm in Focus

·14 minuto per la lettura
  • Monday (February 1)

  • Tuesday (February 2)

  • Wednesday (February 3)

  • Thursday (February 4)

  • Friday (February 5)

Earnings Calendar For The Week Of February 1

Monday (February 1)

IN THE SPOTLIGHT: VERTEX PHARMACEUTICALS, NXP SEMICONDUCTORS, ON SEMICONDUCTOR

VERTEX PHARMACEUTICALS: The biopharmaceutical company is expected to report a profit of $2.55 in the fourth quarter, which represents year-over-year growth of 50% from the same quarter a year ago when the company reported $1.70 cents per share.

However, Wall Street forecasts the company’s revenue to grow about 12% to $1.58 billion.

“Q4 estimates for Vertex‘s CF franchise appear achievable based on recent trends. With industry-leading growth and its fundamentals largely intact despite COVID-19, we expect the current dislocation between Vertex Pharmaceuticals’ (VRTX) trading price and the value of its CF franchise to be only temporary. We would use the recent stock weakness to build a position,” said equity analysts at Cowen and Company, who also gave a price target of $300.

NXP SEMICONDUCTORS: Eindhoven, Netherlands-based semiconductor manufacturer will post earnings of $2.11 per share in the December quarter on revenue of $2.46 billion, up from $1.98 per share on revenue of $2.30 billion same quarter last year. For the December quarter, the forecasts revenue in the range of $2.375-$2.525 billion which, at the midpoint, represents growth of 8% sequentially and 6% year-over-year.

“Management remains upbeat about near-term demand, including 2021, especially regarding its mobile chip business as the firm’s ultra-wideband connectivity solutions are rapidly gaining adoption within newer smartphones. We raise our fair value estimate to $150 from $130, and with shares trading around $134, we view shares as slightly undervalued,” said equity analysts at Cowen and Company.

ON SEMICONDUCTOR: Phoenix, Arizona-based semiconductors supplier company will post earnings of $0.28 per share for last quarter of 2020. The revenue is expected to slump 3.0% on a year-over-year basis.

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

Ticker

Company

EPS Forecast

TMO

Thermo Fisher Scientific

$6.52

OTIS

Otis Worldwide Corp

$0.59

RYAAY

Ryanair

-$1.11

ON

ON Semiconductor

$0.28

AEIS

Advanced Energy Industries

$1.34

ITUB

Itau Unibanco

$0.10

CACC

Credit Acceptance

$7.22

WWD

Woodward

$0.68

NXPI

NXP Semiconductors

$2.11

RMBS

Rambus

$0.25

ARE

Alexandria Real Estate Equities

$0.48

KRC

Kilroy Realty

$0.36

CRUS

Cirrus Logic

$1.86

OMCL

Omnicell

$0.80

KMPR

Kemper

$1.55

PCH

Potlatch

$1.37

KMT

Kennametal

$0.09

FN

Fabrinet

$1.04

IBTX

Independent Bank

$1.33

CBT

Cabot

$0.87

VRTX

Vertex Pharmaceuticals

$2.55

BKRKY

Bank Rakyat

$0.17

BECN

Beacon Roofing Supply

$0.63

LBRDK

Liberty Broadband Lbrdk

$1.06

IX

Orix

$1.95

RBC

Regal Beloit Corporation

$1.57

MFG

Mizuho Financial

$0.08

 

Tuesday (February 2)

IN THE SPOTLIGHT: PFIZER, ALIBABA, AMAZON, ALPHABET

PFIZER: The world’s largest pharmaceutical giant is expected to report a profit of $0.52 in the fourth quarter, which represents a year-over-year decline of about 5.4% from the same quarter last year when the company reported $0.55 per share.

The pharmaceutical company, which ranked 64th on the 2020 Fortune 500 list of the largest U.S. corporations by total revenue, will report revenue of $12.85 billion, up 1.3% from the year-ago quarter. According to chief executive officer Albert Bourla, Pfizer is likely to post this year’s earnings in the range of $3 to $3.10 per share.

“We lowered our 4Qe revenue by 5% from $11.6B to $11.0B and EPS by 6% from $0.40 to $0.38 to reflect lower doses delivered in 4Q. We lowered our 4Q COVID vaccine revenues from $683M to $150M (assuming $19.50/dose). Our prior model assumed 35M doses, which we lowered to 7.7M doses based upon CDC distribution allocations,” said David Risinger, equity analyst at Morgan Stanley.

“Our 4Q projections are well below consensus, but we do not see 4Q results as a stock driver given all of the confounding factors. We are instead focused on management’s 2021 targets.”

ALIBABA: The largest online and mobile e-commerce company in the world is expected to earn $2.65 per share for the third quarter, according to equities analysts at Oppenheimer. Oppenheimer also set EPS estimates for FY2021 at $7.48 and FY2022 at $9.33.

The Chinese multinational technology company has surpassed consensus estimates with an average of about 25% in all four previous quarters.

“We expect healthy GMV growth of 16% to drive core of core revenue growth of 18% on better monetization, but slower adjusted EBITA growth of 11% due to continued investment in new initiatives. Stay Overweight on F2022e non-GAAP P/E of 19x; lower price target to $320,” said Gary Yu, equity analyst at Morgan Stanley.

“We forecast total revenue of Rmb216bn (+33.8% YoY, +39.3% QoQ), non-GAAP EBITA of Rmb61.5bn (+21.4% YoY, +49.2% QoQ) with margin at 28.5% and non-GAAP net profit of Rmb57.2bn (+17.7% YoY, +16.1% QoQ) with margin at 26.5%.”

AMAZON: The eCommerce leader for physical and digital merchandise is expected to report a profit of $7.16 in the fourth quarter, which represents a year-over-year decline of over 10% from the same quarter last year when the company reported $6.47 per share.

The Seattle, Washington-based multinational technology giant will report revenue of $120.4 billion, up over 37% from the year-ago quarter. The company expects net sales between $112- $121 billion during the quarter.

Amazon‘s high-margin businesses continue to allow Amazon to drive greater profitability while still continuing to invest (last-mile delivery, fulfilment, Prime Now, Fresh, Prime digital content, Alexa/Echo, India, AWS, etc),” noted Brian Nowak, equity analyst at Morgan Stanley.

Amazon Prime membership growth drives recurring revenue and a positive mix shift. Cloud adoption hitting an inflection point. Advertising serves as a key area for both further growth potential and profitability flow-through.”

ALPHABET: The parent of Google and the world’s largest search engine, which dominates Internet search activity globally will post earnings of $15.68 per share for last quarter of 2020. The consensus mark for revenues is pegged at $44.09 billion, implying growth of 17.3% from the year-ago reported figure, according to ZACKS Research.

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

Ticker

Company

EPS Forecast

HOG

Harley Davidson

$0.21

WAT

Waters

$2.87

ST

Sensata Technologies

$0.78

HUBB

Hubbell

$1.76

LITE

Lumentum Holdings Inc

$1.89

AMG

Affiliated Managers

$3.68

HAE

Haemonetics

$0.65

MAN

ManpowerGroup

$1.14

GPK

Graphic Packaging

$0.27

ABG

Asbury Automotive

$4.11

ATHM

Autohome

$9.54

MDC

MDC

$1.73

PFE

Pfizer

$0.52

XOM

Exxon Mobil

$0.01

UPS

United Parcel Service

$2.14

BP

BP

$0.08

HCA

HCA

$3.57

RACE

Ferrari

$1.24

EMR

Emerson Electric

$0.68

ETN

Eaton

$1.21

COP

ConocoPhillips

-$0.25

IDXX

Idexx Laboratories

$1.39

SYY

Sysco

$0.34

MCK

McKesson

$4.14

MPC

Marathon Petroleum

-$1.27

SIRI

Sirius XM

$0.06

MPLX

MPLX

$0.63

CTLT

Catalent

$0.55

BR

Broadridge Financial Solutions

$0.71

ENTG

Entegris

$0.66

TECH

Bio Techne

$1.37

BEN

Franklin Resources

$0.72

LII

Lennox International

$2.65

MMP

Magellan Midstream Partners

$0.85

BABA

Alibaba

$20.59

SANM

Sanmina

$0.81

MTCH

Match Group

$0.50

DOX

Amdocs

$1.14

MANH

Manhattan Associates

$0.32

POWI

Power Integrations

$0.44

MKL

Markel

$9.04

TENB

Tenable Holdings Inc

$0.05

FEYE

FireEye

$0.10

EPAY

Bottomline Technologies

$0.28

ATGE

Adtalem Global Education Inc

$0.67

MRCY

Mercury Systems

$0.51

BRKS

Brooks Automation USA

$0.42

GL

Globe Life Inc

$1.72

APAM

Artisan Partners Asset Management

$1.02

AMGN

Amgen

$3.39

CB

Chubb

$2.82

EA

Electronic Arts EA

$2.94

CMG

Chipotle Mexican Grill

$3.73

PKI

PerkinElmer

$2.95

STE

Steris

$1.52

AMCR

Amcor PLC

$0.17

FBHS

Fortune Brands Home Security

$1.16

ATO

Atmos Energy

$1.57

BCH

Banco De Chile

$0.31

AMZN

Amazon

$7.16

GOOG

Alphabet

$15.70

GOOGL

Alphabet

$15.68

SMFG

Sumitomo Mitsui Financial

$0.19

ASEKY

Aisin Seiki Co

$1.19

SNE

Sony

$0.80

RCL

Royal Caribbean Cruises

-$5.04

TDG

TransDigm

$2.09

IT

Gartner

$0.82

QGEN

Qiagen

$0.66

NPSKY

NSK ADR

$0.19

JKHY

Jack Henry Associates

$0.88

IPHI

Inphi

$0.88

SWI

Solarwinds

$0.25

BDC

Belden

$0.75

ILMN

Illumina

$1.10

BP

BP

£0.01

 

Wednesday (February 3)

IN THE SPOTLIGHT: QUALCOMM

QUALCOMM: San Diego, California-based multinational corporation that creates an intellectual property, semiconductors, software, and services related to wireless technology is expected to report a profit of $2.10 in the fiscal first quarter, which represents year-over-year growth of over 110% from the same quarter last year when the company reported $0.99 per share.

The semiconductor company will report revenue of $80.3 billion, up over 60% from the year-ago quarter.

“We see an improvement in smartphone demand in 2021 after declining 5% in 2020 due to COVID-19. We also see 5G adding greater dollar content and supporting industry-wide handset volume growth. Qualcomm’s (QCOM) leadership in cellular technologies (3G/4G/5G) puts the company in a favourable position to maintain leading market share,” wrote Joseph Moore, equity analyst at Morgan Stanley.

“The potential elimination of a major competitor in the Chinese market, HiSilicon, should benefit QCOM as Huawei currently does not pay royalties. To the extent competitors that do pay royalties are able to pick up market share, that would be beneficial for QCOM.”

TAKE A LOOK AT OUR EARNINGS CALENDAR FOR THE FULL RELEASES FOR THE FEBRUARY 3

Ticker

Company

EPS Forecast

ABBV

AbbVie

$2.85

LAD

Lithia Motors

$5.23

APTV

Aptiv PLC

$1.01

HUM

Humana

-$2.37

BIP

Brookfield Infrastructure

$0.10

HWM

Howmet Aerospace Inc

$0.17

GWW

Grainger

$3.84

SC

Santander Consumer USA

$1.10

BIIB

Biogen

$4.75

CHKP

Check Point Software Technologies

$2.11

LFUS

Littelfuse

$1.58

BSX

Boston Scientific

$0.31

DT

Dynatrace Holdings

$0.13

SPOT

Spotify

-$0.53

APO

Apollo Global Management

$0.50

INGR

Ingredion

$1.46

SMG

Scotts Miracle-Gro

-$0.77

CPRI

Capri Holdings Ltd

$0.97

MSGS

Madison Square Garden Sports

-$1.67

EVR

Evercore Partners

$1.93

EPD

Enterprise Products Partners

$0.50

SLAB

Silicon Laboratories

$0.74

ASH

Ashland

$0.69

MUSA

Murphy USA

$2.14

ALGT

Allegiant Travel

-$2.27

BSMX

Santander Mexico Fincl Gp Sab Decv

$0.14

CENTA

Central Garden Pet

-$0.01

RGLD

Royal Gold Usa)

$0.86

ALGN

Align Technology

$2.14

AXTA

Axalta Coating Systems

$0.43

THG

Hanover

$2.34

AFL

Aflac

$1.05

KLAC

KLA-Tencor

$3.18

MAA

Mid-America Apartment Communities

$0.59

GRUB

GrubHub

$0.07

AVB

AvalonBay Communities

$0.85

CTSH

Cognizant Technology Solutions

$0.90

VVV

Valvoline Inc

$0.37

RYN

Rayonier

$0.05

QCOM

Qualcomm

$2.10

LNC

Lincoln National

$1.92

MET

MetLife

$1.52

CTVA

Corteva Inc

-$0.05

UHAL

Amerco

$0.12

QRVO

Qorvo

$2.66

MXL

MaxLinear

$0.36

ANGI

Angie’s List

-$0.02

HI

Hillenbrand

$0.73

CCMP

Cabot Microelectronics

$1.73

UGI

UGI

$1.13

KLIC

Kulicke And Soffa Industries

$0.71

AFG

American Financial

$2.13

IEX

IDEX

$1.31

FORM

FormFactor

$0.39

EBAY

eBay

$0.83

MITSY

Mitsui & Company

$7.96

LGND

Ligand Pharmaceuticals

$0.99

RAMP

Liveramp Holdings Inc

$0.06

NVO

Novo Nordisk A Fs

$0.60

TMHC

Taylor Morrison Home

$0.82

AVY

Avery Dennison

$2.08

SAVE

Spirit Airlines

-$1.40

GSK

Glaxosmithkline

$0.62

IRBT

Irobot

$0.21

COTY

Coty

$0.09

PAG

Penske Automotive

$2.11

COHR

Coherent

$0.78

DTE

DTE Energy

$1.33

ENSG

Ensign

$0.79

FLO

Flowers Foods

$0.24

SKM

Sk Telecom

$0.22

IBA

Industrias Bachoco Sab De Cv

$0.63

NEU

NewMarket

$5.60

BBD

Banco Bradesco

$0.11

PYPL

PayPal

$1.00

NMR

Nomura

$0.18

BSBR

Banco Santander Brasil

$0.17

SAN

Banco Santander

$0.06

 

Thursday (February 4)

Ticker

Company

EPS Forecast

GPI

Group 1 Automotive

$5.94

ALXN

Alexion Pharmaceuticals

$2.58

NYT

New York Times

$0.34

BCE

BCE (USA)

$0.59

BMY

Bristol-Myers Squibb

$1.41

NJR

New Jersey Resources

$0.46

PM

Philip Morris International

$1.21

CMI

Cummins

$2.80

TPR

Tapestry Inc

$0.99

ARW

Arrow Electronics

$2.67

CMS

CMS Energy Corporation

$0.55

BAX

Baxter International

$0.75

YUM

Yum Brands

$1.01

CG

Carlyle

$0.44

CLX

Clorox

$1.77

AGCO

AGCO

$1.12

MPW

Medical Properties

$0.27

ABB

ABB

$0.18

JHG

Janus Henderson Group PLC

$0.73

CI

Cigna

$3.66

MMS

Maximus

$0.91

MRK

Merck & Co

$1.38

WEC

Wisconsin Energy

$0.73

XYL

Xylem

$0.68

TW

Towers Watson

$0.33

PENN

Penn National Gaming

$0.26

HSY

Hershey

$1.43

PH

Parker-Hannifin

$2.60

ICE

Intercontinental Exchange

$1.08

BSAC

Banco Santander Chile

$0.34

RL

Ralph Lauren

$1.64

SNA

Snap-On

$2.94

DGX

Quest Diagnostics

$3.98

ODFL

Old Dominion Freight Line

$1.57

COR

CoreSite Realty

$0.45

WD

Walker & Dunlop

$1.47

TKR

Timken

$0.92

IP

International Paper

$0.81

AME

Ametek

$1.03

BLL

Ball

$0.78

PBH

Prestige Brands

$0.77

ABC

AmerisourceBergen

$1.94

APD

Air Products & Chemicals

$2.18

LEA

Lear

$3.43

LANC

Lancaster Colony

$1.48

PTON

Peloton Interactive, Inc.

$0.08

SU

Suncor Energy USA

-$0.17

SKX

Skechers USA

$0.32

MTD

Mettler Toledo International

$8.72

PCTY

Paylocity

$0.25

ARWR

Arrowhead Research

-$0.22

SNAP

Snap

-$0.07

FTV

Fortive Corp

$0.62

NWSA

News Corp

$0.09

DECK

Deckers Outdoor

$7.06

EXPO

Exponent

$0.28

FTNT

Fortinet

$0.97

ALL

Allstate

$3.83

MDU

MDU Resources

$0.54

SYNA

Synaptics

$2.13

TDC

Teradata

$0.25

FLT

Fleetcor Technologies

$2.82

NBIX

Neurocrine Biosciences

$0.59

POST

Post

$0.71

CSL

Carlisle Companies

$1.16

NOV

National Oilwell Varco

-$0.14

GILD

Gilead Sciences

$2.01

WERN

Werner

$0.78

ESS

Essex Property

$1.02

CPT

Camden Property

$0.35

MPWR

Monolithic Power Systems

$1.24

WWE

World Wrestling Entertainment

$0.29

LPLA

LPL Financial

$1.33

OFC

Orate Office Properties

$0.38

ZEN

Zendesk

$0.15

MTX

Minerals Technologies

$0.91

PFPT

Proofpoint

$0.42

MSI

Motorola Solutions Msi

$2.74

COLM

Columbia Sportswear

$1.24

ATVI

Activision Blizzard

$1.17

F

Ford Motor

-$0.08

UNM

Unum

$1.19

HIG

Hartford Financial Services

$1.33

PRU

Prudential Financial

$2.57

DXC

DXC Technology Co

$0.54

KB

Kb Financial

$1.50

CHT

Chunghwa Telecom

$0.36

MCHP

Microchip Technology

$1.58

NWS

News

$0.09

AIV

Apartment

$0.67

SSUMY

Sumitomo ADR

$0.26

DB

Deutsche Bank

-$0.03

OHI

Omega Healthcare Investors

$0.41

KWHIY

Kawasaki Heavy Industries ADR

-$0.18

PFSI

Pennymac Financial Services

$5.90

TRNO

Terreno Realty

$0.37

BCO

Brinks

$1.04

VSAT

Viasat

$0.02

YAMCY

Yamaha DRC

$0.47

RDSA

Royal Dutch Shell

£0.17

NRZ

New Residential Investment

$0.33

RICOY

Ricoh Company

-$0.06

WYNN

Wynn Resorts

-$2.29

ITOCY

Itochu ADR

$1.87

TOT

Total

$0.46

MYGN

Myriad Genetics

-$0.12

BDX

Becton, Dickinson and Co.

$3.07

ARNC

Arconic Inc

$0.32

TM

Toyota Motor

$3.65

RHHBY

Roche Holding ADR

$1.28

CDW

CDW

$1.53

ARRY

Array Biopharma

$0.05

HL

Hecla Mining

$0.02

TWOU

2U

-$0.10

ALNY

Alnylam Pharmaceuticals

-$1.88

DD

DuPont

$0.85

CARR

Carrier Global Corp

$0.37

OMVJF

OMV

$0.74

TPL

Texas Pacific Land

$4.54

AUOTY

AU Optronics

$0.27

 

Friday (February 5)

Ticker

Company

EPS Forecast

HRC

Hill-Rom

$1.05

ADNT

Adient PLC

$0.87

TT

Trane Technologies PLC

$0.92

LAZ

Lazard

$0.97

SNY

Sanofi

$0.69

EL

Estée Lauder

$1.68

LIN

Linde PLC

$2.16

AON

AON

$2.46

ZBH

ZIMMER BIOMET HDG.

$2.07

ITW

Illinois Tool Works

$1.79

REGN

Regeneron Pharmaceuticals

$8.23

CAH

Cardinal Health

$1.44

SPB

Spectrum Brands

$0.75

BERY

Berry Plastics

$0.94

HMC

Honda Motor

$0.75

NFG

National Fuel Gas

$0.99

CHBAY

Chiba Bank ADR

$0.77

SOMLY

Secom ADR

$0.26

ASX

Advanced Semiconductor Engineering

$0.12

BNPQY

BNP Paribas ADR

$0.55

FE

FirstEnergy

$0.50

 

This article was originally posted on FX Empire

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