Top Movers After Earnings: SNOW, XPEV, TGT & GOOS

Let’s check out the top movers after earnings!

1. $Snowflake(SNOW)$ Surged 10%: Strong earnings, raised guidance, and strategic positioning in the AI-driven data market

• EPS: $0.24 vs. $0.21 (Beat by 14.3%)

• Revenue: $1.04 billion vs. $1.01 billion (Beat by 2.97%)

• Full-year earnings guidance: Raised to $4.325B (from $4.28B), implying 25% YoY growth, topping the $4.29B estimate.

CEO Sridhar Ramaswamy emphasized the company's mission to empower enterprises through data and AI:"Snowflake’s mission is to empower every enterprise to achieve its full potential through data and AI. Our focus on making the Snowflake platform easy to use, to enable fluid access to data wherever it sits, and trusted for enterprise-grade performance, is what makes us differentiated and beloved by more than 11,000 customers."

The company also highlighted its strategic partnerships with AI leaders like OpenAI and Anthropic, enhancing its platform's appeal for businesses building AI applications.

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2. $XPeng Inc.(XPEV)$ Soars 13%: Outstanding financial performance and improved efficiency

• EPS: RMB -0.45 vs RMB -1.49 (Beat by 69.8%)

• Revenue: RMB 15.81 billion vs RMB 15.69 billion (Beat by 0.76%)

• Q2 earnings guidance: Total revenue is anticipated to range from RMB 17.5 billion to RMB 18.7 billion, reflecting year-on-year growth of about 115.7% to 130.5%. Projects vehicle deliveries between 102,000 and 108,000 units, up roughly 237.7% to 257.5% year-over-year.

CEO He Xiaopeng highlighted the company's strategic focus on innovation and efficiency: "Our strong Q1 results demonstrate the effectiveness of our product strategy and operational improvements. We are confident in our path toward profitability."

Vice Chairman and Co-President Dr. Hongdi Brian Gu emphasized the company's commitment to cost reduction and technological advancement: "We have made significant improvements in cost reduction. Our vehicle gross margin increased for seven consecutive quarters. Our overall gross margin reached 15.6% for the first quarter of 2025."

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3. $Target(TGT)$ Decline 5.2%: Weakened consumer confidence, tariff pressures, and backlash from diversity and inclusion changes

• EPS: $1.30 vs. $1.65 (Miss by 21.2%)

• Revenue: $23.85 billion vs. $24.35 billion (Miss by 2.06%)

• Full-year guidance: Target revised its full-year adjusted EPS guidance to a range of $7.00 to $9.00, down from the previous estimate of $8.80 to $9.80.

CEO Brian Cornell acknowledged the underperformance and attributed it to several challenges, including tariff pressures impacting product costs and pricing strategies, weakened consumer confidence leading to reduced discretionary spending, and a backlash from the company's rollback of certain diversity, equity, and inclusion initiatives, which affected customer traffic and sales. In response, Cornell emphasized the company's commitment to enhancing operational agility and delivering customer value.

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4. $Canada Goose(GOOS)$ Surged 20%: Investor confidence in the company's growth

• EPS: $0.33 CAD vs $0.23 CAD. (Beat by 43.5%)

• Revenue: $384.6 million CAD vs $355.05 million CAD (Beat by 8.3%)

• Full-year guidance: Canada Goose reported total revenue of C$1.35 billion, a 1.1% increase year-over-year, and adjusted net income per diluted share of C$1.12, up from C$0.99 the previous year.

CEO Dani Reiss emphasized the company's strategic focus: “Our strong Q4 results show the kind of impact Canada Goose can make when our brand connects and our strategy hits the mark.” He highlighted plans for fiscal 2026, including bolder marketing initiatives, product expansion, and enhancing consumer experiences.

CFO Neil Bowden noted the company's cautious stance on providing forward guidance due to ongoing macroeconomic uncertainty and dynamic consumer spending patterns.

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