META, LRCX & HUM Financial Report Analysis

DividendWave

04-25

1. $Meta Platforms, Inc.(META)$ strong 1Q

YoY

Revenue +27%

DAP +7%

Net income +117%

Dil. EPS +114%

OCF +37%

FCF +79% ($12.8 B)

FY guidance

Revenue "$96-99 B, prior outlook of $94-99 B"

Capex "in the range of $35-40 billion, increased from our prior range of $30-37 billion"

2. $Lam Research(LRCX)$ 3Q as guided, guides for a flat QoQ Revenue

3Q YoY

Revenue +0.9% QoQ -2%YoY

China 42% of revenue

Net income +19%

Dil. EPS +22%

OCF -20%

FCF -20%

4Q guidance

$3.8 B revenue flat QoQ +18% YoY

3. $Humana(HUM)$ 1Q revises down FY guidance

1Q YoY

Revenue +11%

Net Income -40%

Dil. EPS -38% (Adj -23%)

OCF -96% (CMS early payment in 23)

FCF -98%

"Revises FY24 EPS guidance to 'approx $13.93' (previously'approx $14.87')

Affirming Adj. EPS approx $16.00'"

https://twitter.com/DividendWave/status/1783229931914145813

Will You Bottom Meta at $400?

In contrast to Tesla, Meta's first-quarter performance greatly exceeded expectations but provided a pessimistic outlook. During the earnings call, Mark Zuckerberg spoke more about the outlook for AI, continuing to increase investments in artificial intelligence, and expecting further increases next year. Meta lost 15% in the extended market. ---------------- Will Meta continue to fall after the plunge? What's your target price for Meta? Will you bottom Meta at $400?

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Comments

beginnerRio
04-25
beginnerRio
Interesting financial report analysis!

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EPS +114%OCF +37%FCF +79% ($12.8 B)FY guidanceRevenue \"$96-99 B, prior outlook of $94-99 B\"Capex \"in the range of $35-40 billion, increased from our prior range of $30-37 billion\"2. <a data-mention-id=\"LRCX\" class=\"teditor-mention\" data-mention-name=\"Lam Research\" href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> 3Q as guided, guides for a flat QoQ Revenue3Q YoY Revenue +0.9% QoQ -2%YoY China 42% of revenueNet income +19%Dil. EPS +22%OCF -20%FCF -20%4Q guidance$3.8 B revenue flat QoQ +18% YoY3. <a data-mention-id=\"HUM\" class=\"teditor-mention\" data-mention-name=\"Humana\" href=\"https://ttm.financial/S/HUM\">$Humana(HUM)$</a> 1Q revises down FY guidance1Q YoYRevenue +11%Net Income -40%Dil. EPS -38% (Adj -23%)OCF -96% (CMS early payment in 23)FCF -98%\"Revises FY24 EPS guidance to 'approx $13.93' (previously'approx $14.87')Affirming Adj. EPS approx $16.00'\"https://twitter.com/DividendWave/status/1783229931914145813</body></html>","htmlText":"<html><head></head><body>1. <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> strong 1Q YoYRevenue +27% DAP +7%Net income +117%Dil. EPS +114%OCF +37%FCF +79% ($12.8 B)FY guidanceRevenue \"$96-99 B, prior outlook of $94-99 B\"Capex \"in the range of $35-40 billion, increased from our prior range of $30-37 billion\"2. <a data-mention-id=\"LRCX\" class=\"teditor-mention\" data-mention-name=\"Lam Research\" href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> 3Q as guided, guides for a flat QoQ Revenue3Q YoY Revenue +0.9% QoQ -2%YoY China 42% of revenueNet income +19%Dil. EPS +22%OCF -20%FCF -20%4Q guidance$3.8 B revenue flat QoQ +18% YoY3. <a data-mention-id=\"HUM\" class=\"teditor-mention\" data-mention-name=\"Humana\" href=\"https://ttm.financial/S/HUM\">$Humana(HUM)$</a> 1Q revises down FY guidance1Q YoYRevenue +11%Net Income -40%Dil. EPS -38% (Adj -23%)OCF -96% (CMS early payment in 23)FCF -98%\"Revises FY24 EPS guidance to 'approx $13.93' (previously'approx $14.87')Affirming Adj. EPS approx $16.00'\"https://twitter.com/DividendWave/status/1783229931914145813</body></html>","text":"1. $Meta Platforms, Inc.(META)$ strong 1Q YoY Revenue +27% DAP +7% Net income +117% Dil. EPS +114% OCF +37% FCF +79% ($12.8 B) FY guidance Revenue \"$96-99 B, prior outlook of $94-99 B\" Capex \"in the range of $35-40 billion, increased from our prior range of $30-37 billion\" 2. $Lam Research(LRCX)$ 3Q as guided, guides for a flat QoQ Revenue 3Q YoY Revenue +0.9% QoQ -2%YoY China 42% of revenue Net income +19% Dil. EPS +22% OCF -20% FCF -20% 4Q guidance $3.8 B revenue flat QoQ +18% YoY 3. $Humana(HUM)$ 1Q revises down FY guidance 1Q YoY Revenue +11% Net Income -40% Dil. EPS -38% (Adj -23%) OCF -96% (CMS early payment in 23) FCF -98% \"Revises FY24 EPS guidance to 'approx $13.93' (previously'approx $14.87') Affirming Adj. 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