Earnings Guidance Special| Retail & Cloud Services May Go Higher

Hello, tigers. This is our Earnings Season Special Edition: Earnings Guidance Change Update.

Generally, every company's earnings and analysts estimates can't be predicted precisely.

However, the company's guidance changes may have a forward-looking significance for a sector.

  • When one company raise the company's guidance under this economic headwinds, the company must be very confident on its operation;
  • When one company lower the guidance again and again, its operation may have some problems in the short term.

We believe capital will always flow to the promising sectors. Thus, tigers can follow us to find the hidden gems/underperformers in the stock market.

1) Companies that rasie their guidance last week: 

$Palo Alto Networks(PANW)$ $Cisco(CSCO)$ $Wal-Mart(WMT)$ $BJ's Wholesale Club Holdings Inc.(BJ)$ $Macy's(M)$ $Galiano Gold Inc.(GAU)$

data from earnings; compiled by Tiger_Earnings

It should be noted that most of the companies raised guidance last week belong to these 2 sectors: cloud services and retailer.

1) Retailers manage their costs in the past quarter

Different from the earnings in May, retailers surprise us by raising their guidance.

2) Cloud services benefit from the high inflation

Like other strong companies under the inflation, cloud services are relatively strong because the "services" continue to climb. 

But we should be clear that not all the cloud services will perform well. The cloud companies that focuses on the "products" may have poor performance. For example, $Atlassian Corporation PLC(TEAM)$ missed expectations in Q3.

Are you bullish in the companies of these 2 sectors?

Can you share some companies raised guidance?

Leave your thoughts in the comment section~

# Q3 Earnings Analysis

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • koolgal
    ·11-22
    TOP

    I like $Palo Alto Networks(PANW)$  as Cybersecurity is a fast growing sector to combat cyber crime which is on the rise.  Its revenue jumped 29% in fiscal 2022 and its management has forecasted another 2 % increase for fiscal 2023.

    I also like $Wal-Mart(WMT)$  as it offers value for money for consumers in a high inflation environment.  It is a great stock to own in a Bear Market as consumer staples is a defensive play.

    Thanks @Tiger_Earnings  for your excellent insights on the latest earnings guidance for retail and cloud services. 

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  • fredtoo
    ·11-22
    TOP
    Thanks for sharing
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    • ldmmc
      y
      11-22
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    • mmcjb92Replying tovxf
      t
      11-22
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    • vxf
      thanks
      11-22
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  • DannDann
    ·11-22
    TOP
    Excellent. Thanks for sharing👍👍🏻
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    • TyroneTy
      [Smile]
      11-22
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    • JasmineT
      Ok
      11-22
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    • weijie123
      Help like and commemt
      11-22
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  • PatekP
    ·11-22
    TOP
    好的.谢谢分享.👍🏻👍🏻
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    • Zacccc
      N
      11-23
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  • RiYeon
    ·12-02 06:52
    这篇文章不错,转发给大家看看
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  • Raeanne
    ·11-23
    Thanks for sharing
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  • ferwih
    ·11-23
    nice info
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  • jimstocker
    ·11-23
    Nice to know about it. thanks
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  • Hktee
    ·11-23
    Like and comment :)
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  • 苗派
    ·11-22
    Good 👍 Thanks 🙏🏻
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  • lil jer
    ·11-22
    Thank you bossa
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  • thanks for the info
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  • leederong
    ·11-22
    Thanks for sharing
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  • Thanks for the info.
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  • Akyl
    ·11-22
    Thanks for sharing
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  • mwlim1992
    ·11-22
    thx for sharing!
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  • JackBLSL
    ·11-22
    good information
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  • An Long
    ·11-22
    [smile] [smile]
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  • Alvinkctan
    ·11-22
    Noted with thanks.
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  • smee
    ·11-22
    that's positive
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