To The Moon

Hi Tigers, Let’s check out the top movers after earnings!

1. $Las Vegas Sands(LVS)$

• EPS: $0.79 vs $0.53 (Beats estimate by 49.06%)

• Revenue: $3.18 billion vs $2.84 (Beats estimate by 11.97%)

• Full-year earnings guidance: The company reaffirmed plans to allocate over $1.75 billion in capital expenditures for Singapore renovations. This renovation plan, which spans fiscal years 2025 through 2027, is focused on premium suites and amenities. The company aims to enhance the attractiveness and competitiveness of its properties in Singapore to meet the growing demand for high-end travel and tourism in Asia.

  Rob Goldstein, Chairman and CEO of Las Vegas Sands highlighted the record financial and operating performance at Marina Bay Sands and expressed confidence in the company's reinvestment and capital return strategies.

2. $IBM(IBM)$

• EPS: $2.80 vs $2.64 (Beats estimate by 6.06%)

• Revenue: $16.98 vs $16.58 (Beats estimate by 2.40%)

• Full-year earnings guidance: IBM raised its full-year outlook for free cash flow, which is now expected to exceed $13.5 billion.

  IBM CEO Arvind Krishna stated that the company's performance in the first half demonstrated progress along strategic priorities, particularly in hybrid cloud and AI, and that management is confident in accelerating revenue growth of 5% plus for the full year. "We once again exceeded expectations for revenue, profit and free cash flow in the quarter. IBM remains highly differentiated in the market because of our deep innovation and domain expertise, both crucial in helping clients deploy and scale AI. Our generative AI book of business continues to accelerate and now stands at more than $7.5 billion."

3. $Alphabet(GOOG)$

• EPS: $2.31 vs $2.18 (Beats estimate by 5.96%)

• Revenue: $96.43 billion vs $94 billion (Beats estimate by 2.59%)

• Full-year earnings guidance: The company plans to increase its capital expenditures for 2025 to approximately $85 billion, up $10 billion from the previously expected $75 billion. Earlier, Alphabet had projected $75 billion in capital expenditures for 2025, which already exceeded Wall Street's initial expectation of $58.84 billion at the time.

  CEO Sundar Pichai stated, "We had a standout quarter, with robust growth across the company. We are leading at the frontier of AI and shipping at an incredible pace. AI is positively impacting every part of our business, driving strong momentum. Search delivered double-digit revenue growth, and our new features like AI Overviews and AI Mode are performing well. We continue to see strong performance in YouTube and subscription offerings.”

4. $Tesla Motors(TSLA)$

• EPS: $0.40 vs $0.42 (Miss estimate by 4.76%)

• Revenue: $22.50 billion vs $22.64 (Miss estimate by 0.62%)

• Full-year earnings guidance: Tesla is expected to produce approximately 1.65 million vehicles in 2025, with deliveries also projected to reach around 1.65 million units.

  Musk acknowledged that Tesla could potentially face a few rough quarters ahead due to external factors such as trade policy risks, macroeconomic headwinds, and competitive dynamics. He indicated that Tesla is transitioning from being primarily an automotive company to an AI software and robotics company. He emphasized the potential of Tesla's new business ventures, including robotaxis and humanoid robots, and expressed confidence in the company's ability to lead in physical-world AI and autonomy.

5. $ServiceNow(NOW)$

• EPS: $4.09 vs $3.57 (Beats estimate by 14.57%)

• Revenue: $3.22 billion vs $3.12 (Beats estimate by 3.21%)

• Full-year earnings guidance: ServiceNow has raised its 2025 subscription revenue guidance to between $12.775 billion and $12.795 billion, reflecting a 20% year-over-year growth or 19.5% to 20% on a constant currency basis.

  Chairman and CEO Bill McDermott, stated that ServiceNow's Q2 results were outstanding and continue the company's long track record of elite-level execution. He emphasized the company's leadership in enterprise AI and the strong performance across all workflow businesses.

  President and CFO Gina Mastantuono, highlighted that the company is thrilled with the productivity efficiency gains from AI, noting $100 million in savings in headcount alone in 2025.

6. $Chipotle Mexican Grill(CMG)$

• EPS: $0.33 vs $0.32 (Beats estimate by 3.13%)

• Revenue: $3.06 billion vs $3.11 billion (Miss estimate by 1.61%)

• Full-year earnings guidance: CFO Adam Rymer, mentioned: "We expect our cost of sales will step up to the high 29% range" in Q3, citing mix impact from menu changes and tariffs as drivers. He also noted that while the company saw a slowdown in May, it regained momentum in June with marketing initiatives. July has been choppy, but the company expects a two-year stack of around 8% in Q3. The company has a solid plan to address these challenges, including new product launches and targeted marketing campaigns.

7. $Viking Therapeutics(VKTX)$

• EPS: $(0.58) vs $(0.45) (Miss estimate by 29.1%)

• Revenue: $(65.6) million

• Full-year earnings guidance: Management emphasized the progress of key clinical trials, such as the VANQUISH Phase 3 registration program for VK2735 targeting obesity and type 2 diabetes. They also highlighted the positive results from the Phase 2 trial of the oral formulation of VK2735, which demonstrated significant weight loss and good safety and tolerability profiles. The company plans to release oral VK2735 study data in the second half of 2025 and submit an investigational new drug (IND) application for its DACRA program in the final quarter of the year. Management mentioned the advancement of a novel program targeting the Amylin receptor, which has shown promising preclinical results in regulating appetite and body weight.

  The company maintains a strong financial position with over $800 million in cash, providing a solid foundation for ongoing and future clinical trials.

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