Bearish Signals Abound: AMAT, WMT & CSCO Under Pressure

DividendWave

05-17

1. $Applied Materials(AMAT)$ 2Q as guided. Guides 3Q flat revenue QoQ +3% Yo

2Q YoY

Revenue flat (-1% QoQ)

China 43% of revenue

Net income +9%

Dil. EPS +11% (Adj +5%)

OCF -39%

FCF -44%

3Q guidance

$6.65 B revenue. flat QoQ +3% YoY

2. $Wal-Mart(WMT)$ 1Q earnings ; narrows guidance to higher end (or above)

Image

1Q YoY

Revenue +6% (comp sales ex-fuel +3.8%)

Transactions +3.8%

Avg ticket flat

Net income +205%

Dil. EPS +200% (Adj +22.4%)

OCF -9%

FCF turned negative

3. $Cisco(CSCO)$ weak 3Q (better than guided). Mixed FY guidance

3Q YoY

Revenue -13%

Net income -41%

Dil. EPS -41% (Adj -12%)

YTD

OCF -48%

FCF -49%

FY guidance

raises revenue $53.6 B to $53.8 B (was $51.5 B to $52.5 B)

lowers EPS: $2.46 to $2.51 (was $2.61 to $2.73)

https://twitter.com/DividendWave/status/1791202205539631195

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Guides 3Q flat revenue QoQ +3% Yo<img src=\"https://community-static.tradeup.com/news/8f1f41de65b1b7a885b23f7ec07abd29\" tg-width=\"560\" tg-height=\"240\">2Q YoYRevenue flat (-1% QoQ) China 43% of revenueNet income +9%Dil. EPS +11% (Adj +5%)OCF -39%FCF -44%3Q guidance $6.65 B revenue. flat QoQ +3% YoY2. <a data-mention-id=\"WMT\" class=\"teditor-mention\" data-mention-name=\"Wal-Mart\" href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> 1Q earnings ; narrows guidance to higher end (or above)<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/6d6ee1681ec0d7ef19757fb49a2eccb4\" tg-width=\"680\" tg-height=\"432\">Image1Q YoYRevenue +6% (comp sales ex-fuel +3.8%) Transactions +3.8% Avg ticket flatNet income +205%Dil. EPS +200% (Adj +22.4%)OCF -9%FCF turned negative 3. <a data-mention-id=\"CSCO\" class=\"teditor-mention\" data-mention-name=\"Cisco\" href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$</a> weak 3Q (better than guided). Mixed FY guidance<img src=\"https://community-static.tradeup.com/news/738e0b7d95d08810c3aca5c50d5693c9\" tg-width=\"560\" tg-height=\"240\">3Q YoYRevenue -13%Net income -41%Dil. EPS -41% (Adj -12%)YTDOCF -48%FCF -49%FY guidanceraises revenue $53.6 B to $53.8 B (was $51.5 B to $52.5 B)lowers EPS: $2.46 to $2.51 (was $2.61 to $2.73)https://twitter.com/DividendWave/status/1791202205539631195</body></html>","htmlText":"<html><head></head><body>1. <a data-mention-id=\"AMAT\" class=\"teditor-mention\" data-mention-name=\"Applied Materials\" href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> 2Q as guided. Guides 3Q flat revenue QoQ +3% Yo<img src=\"https://community-static.tradeup.com/news/8f1f41de65b1b7a885b23f7ec07abd29\" tg-width=\"560\" tg-height=\"240\">2Q YoYRevenue flat (-1% QoQ) China 43% of revenueNet income +9%Dil. EPS +11% (Adj +5%)OCF -39%FCF -44%3Q guidance $6.65 B revenue. flat QoQ +3% YoY2. <a data-mention-id=\"WMT\" class=\"teditor-mention\" data-mention-name=\"Wal-Mart\" href=\"https://ttm.financial/S/WMT\">$Wal-Mart(WMT)$</a> 1Q earnings ; narrows guidance to higher end (or above)<img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/6d6ee1681ec0d7ef19757fb49a2eccb4\" tg-width=\"680\" tg-height=\"432\">Image1Q YoYRevenue +6% (comp sales ex-fuel +3.8%) Transactions +3.8% Avg ticket flatNet income +205%Dil. EPS +200% (Adj +22.4%)OCF -9%FCF turned negative 3. <a data-mention-id=\"CSCO\" class=\"teditor-mention\" data-mention-name=\"Cisco\" href=\"https://ttm.financial/S/CSCO\">$Cisco(CSCO)$</a> weak 3Q (better than guided). Mixed FY guidance<img src=\"https://community-static.tradeup.com/news/738e0b7d95d08810c3aca5c50d5693c9\" tg-width=\"560\" tg-height=\"240\">3Q YoYRevenue -13%Net income -41%Dil. 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