META, LRCX & HUM Financial Report Analysis

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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?

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beginnerRio
·04-25
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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