Guidance & Visibilty

[madrose1]

Large Cap Gainers Losers april 22-26

CERN (96.55 +5.33%): Beat quarterly EPS by $0.03 ($0.66 ex items vs $0.63 estimate), revs rose 6.1% yoy to $680 mln vs $708.43 mln estimate; sees Q2 EPS of $0.66-0.68 ex items vs $0.68 estimate, revs of $705-735 mln vs $729.53 mln estimate; sees FY13 EPS of $2.78-2.83 ex items (raised from $2.75-2.82) vs $2.80 estimate, revs of $2.95-3.05 bln vs $3.01 bln estimate

HPQ (20.22 +3.22%): Hearing rumors that an activist investor has established a stake in the company

FB (26.94 +3.06%): Upgraded to Strong Buy from Outperform at Raymond James

Large Cap Losers BIDU (85.05 -7.89%): Missed quarterly EPS by $0.07 ($0.95 vs $1.02 estimate), revs rose 41.9% yoy to $961 mln vs $966.96 mln estimate; sees Q2 revs of $1.187-1.216 bln vs $1.2 bln estimate

AMZN (253.85 -7.59%): Reported Q1 EPS of $0.18 per share vs $0.08 estimate, revs rose 21.9% yoy to $16.07 bln vs $16.15 bln estimate and $15.0-16.6 bln guidance; sees Q2 revs +13-26% to ~$14.5-16.2 bln vs $15.9 bln estimate; target lowered to $330 from $346 at Pacific Crest

COV (62.29 -6.14%): Beat quarterly EPS by $0.03 ($1.12 ex items vs $1.09 estimate), revs rose 5.3% yoy to $3.1 bln vs $3.12 bln estimate

Mid Cap Gainers

QLIK (27.18 +13.96%): Beat quarterly EPS by $0.03 (-$0.09 ex items vs -$0.12 estimate), revs rose 21.9% yoy to $96.5 mln vs $91.23 mln estimate; sees Q2 EPS of -$0.02 to flat vs $0.02 estimate, revs $104-108 mln vs $104.78 mln estimate; sees FY13 EPS of $0.41-0.44 vs $0.40 estimate, revs of $471-481 mln vs $471.91 mln estimate; target raised to $32 from $30 at Evercore, target raised to $35 from $31 at JMP, target raised to $31 from $29 at UBS
JCP (16.58 +8.81%): Soros Fund Management disclosed 7.91% passive stake in 13G filing

FSL (15.54 +6.80%): Beat quarterly EPS by $0.06 (-$0.03 ex items vs -$0.09 estimate), revs rose 3.3% yoy to $981 mln vs $966.13 mln estimate; sees Q2 revs of $1.0-1.04 bln vs $1.01 bln estimate
Mid Cap Losers PKI (30.27 -12.18%): Missed quarterly EPS by $0.12 ($0.36 ex items vs $0.48 estimate), revs fell 1.1% yoy to $505.4 mln vs $532.3 mln estimate; sees FY13 EPS of $2.00-2.10 ex items vs $2.29 estimate

NATI (27.24 -10.51%): Missed quarterly EPS by $0.05 ($0.21 ex items vs $0.26 estimate), revs rose 9.7% yoy to $286.48 mln vs $288.13 mln estimate; sees Q2 EPS of $0.16-0.28 vs $0.28 estimate, revs of $290-320 mln vs $301.73 mln estimate; downgraded to Neutral from Overweight at JP Morgan

HBHC (26.97 -8.70%): Reported Q1 EPS of $0.56; downgraded to Hold from Buy at Wunderlich, downgraded to Market Perform from Outperform at Raymond James, downgraded to Market Underperform from Market Outperform at FIG Partners


Mid Cap Losers

PKI (30.27 -12.18%): Missed quarterly EPS by $0.12 ($0.36 ex items vs $0.48 estimate), revs fell 1.1% yoy to $505.4 mln vs $532.3 mln estimate; sees FY13 EPS of $2.00-2.10 ex items vs $2.29 estimate

NATI (27.24 -10.51%): Missed quarterly EPS by $0.05 ($0.21 ex items vs $0.26 estimate), revs rose 9.7% yoy to $286.48 mln vs $288.13 mln estimate; sees Q2 EPS of $0.16-0.28 vs $0.28 estimate, revs of $290-320 mln vs $301.73 mln estimate; downgraded to Neutral from Overweight at JP Morgan

HBHC (26.97 -8.70%): Reported Q1 EPS of $0.56; downgraded to Hold from Buy at Wunderlich, downgraded to Market Perform from Outperform at Raymond James, downgraded to Market Underperform from Market Outperform at FIG Partners