Offshore
Photo
Investing visuals
$HIMS just guided to a 2030 target of at least $6.5B revenue and $1.3B in Adj. EBITDA (20% margin).
How: global expansion of their platform 🌎
tweet
$HIMS just guided to a 2030 target of at least $6.5B revenue and $1.3B in Adj. EBITDA (20% margin).
How: global expansion of their platform 🌎
$HIMS Q1 Earnings 🚨
• Revenue $586M vs $538 Est.
• EPS $0.20 vs. $0.23 Est.
FY25 Outlook
• Sales $2.35B vs Est. $2.32B
Stock is down -5% tweet
Wall St Engine
Nike $NKE is restructuring its leadership team, splitting Consumer, Product & Brand into three new areas: Consumer and Sport, Marketing, and Product Creation. Longtime exec Heidi O’Neill will retire, while Amy Montagne, Phil McCartney, and Nicole Graham step into expanded roles to support the company’s Win Now growth plan.
tweet
Nike $NKE is restructuring its leadership team, splitting Consumer, Product & Brand into three new areas: Consumer and Sport, Marketing, and Product Creation. Longtime exec Heidi O’Neill will retire, while Amy Montagne, Phil McCartney, and Nicole Graham step into expanded roles to support the company’s Win Now growth plan.
tweet
Offshore
Photo
App Economy Insights
$HIMS Hims & Hers Q1 FY25:
• Subs +38% Y/Y to 2.4M.
• Revenue +111% to $586M ($47M beat).
• Adj. EBITDA margin 16% (+4pp Y/Y).
• EPS $0.20 ($0.08 in beat).
FY25 Outlook
• Rev. ~$2.35B (unchanged).
• Adj. EBITDA margin 13%-14% (1pp raise). https://t.co/Vp05gXxq3p
tweet
$HIMS Hims & Hers Q1 FY25:
• Subs +38% Y/Y to 2.4M.
• Revenue +111% to $586M ($47M beat).
• Adj. EBITDA margin 16% (+4pp Y/Y).
• EPS $0.20 ($0.08 in beat).
FY25 Outlook
• Rev. ~$2.35B (unchanged).
• Adj. EBITDA margin 13%-14% (1pp raise). https://t.co/Vp05gXxq3p
tweet
Offshore
Photo
Wall St Engine
Mattel $MAT is planning U.S. price hikes & accelerating production shifts out of China as it grapples with tariffs. The company pulled its full-year forecast, saying the trade environment makes consumer spending too hard to predict. About 40% of its toys are still made in China. https://t.co/jJpq6z2Tmi
tweet
Mattel $MAT is planning U.S. price hikes & accelerating production shifts out of China as it grapples with tariffs. The company pulled its full-year forecast, saying the trade environment makes consumer spending too hard to predict. About 40% of its toys are still made in China. https://t.co/jJpq6z2Tmi
tweet
Offshore
Photo
App Economy Insights
$PLTR Palantir Q1 FY25:
• Customers +39% Y/Y to 769.
• Net dollar retention 124% (+13pp Y/Y).
• Revenue +39% Y/Y to $884M ($22M beat).
• Non-GAAP EPS $0.13 (in-line).
FY25 guidance:
• Revenue +36% Y/Y to ~$3.9B ($147M raise).
• Adj. operating margin 44% (+5pp Y/Y). https://t.co/u46vCAgoW1
tweet
$PLTR Palantir Q1 FY25:
• Customers +39% Y/Y to 769.
• Net dollar retention 124% (+13pp Y/Y).
• Revenue +39% Y/Y to $884M ($22M beat).
• Non-GAAP EPS $0.13 (in-line).
FY25 guidance:
• Revenue +36% Y/Y to ~$3.9B ($147M raise).
• Adj. operating margin 44% (+5pp Y/Y). https://t.co/u46vCAgoW1
tweet
Wall St Engine
TRUMP SIGNS ORDERS TO BOOST U.S. DRUG MANUFACTURING, LIMIT PATHOGEN RESEARCH
Trump signed a series of health-focused executive orders Monday, directing the FDA and EPA to speed up domestic drug facility approvals and crack down on foreign pharmaceutical plants. The orders aim to reduce U.S. reliance on overseas drug production. He also moved to cut federal funding for gain-of-function research, linking it to pandemic risks. A separate move on drug pricing is expected next week.
tweet
TRUMP SIGNS ORDERS TO BOOST U.S. DRUG MANUFACTURING, LIMIT PATHOGEN RESEARCH
Trump signed a series of health-focused executive orders Monday, directing the FDA and EPA to speed up domestic drug facility approvals and crack down on foreign pharmaceutical plants. The orders aim to reduce U.S. reliance on overseas drug production. He also moved to cut federal funding for gain-of-function research, linking it to pandemic risks. A separate move on drug pricing is expected next week.
tweet
Dimitry Nakhla | Babylon Capital®
“There are 60,000 economists in the US, many of them employed full-time, trying to forecast recessions and interest rates. If they could do it successfully twice in a row, they’d all be millionaires by now. As far as I know, most of them are still gainfully employed, which ought to tell us something”
— Peter Lynch 🗣️
tweet
“There are 60,000 economists in the US, many of them employed full-time, trying to forecast recessions and interest rates. If they could do it successfully twice in a row, they’d all be millionaires by now. As far as I know, most of them are still gainfully employed, which ought to tell us something”
— Peter Lynch 🗣️
tweet
Wall St Engine
Today's Key Events (All EST) — 05/06/2025
08:30: US Trade Balance
08:55: US Redbook YoY
12:00: Trump Meets with Carney (Tentative)
13:00: US 10-Year Note Auction
Before Open 👇
B.O: Celsius Holdings $CELH
6:35: Ferrari N.V. $RACE
6:55: Constellation Energy Group, Inc. $CEG
7:00: Datadog, Inc. $DDOG
7:00: Zoetis Inc. $ZTS
7:00: DigitalOcean $DOCN
7:00: EVgo Inc. $EVGO
7:30: Archer-Daniels-Midland Co. $ADM
6:00: Leidos Holdings Inc. $LDOS
B.O:: Lemonade, Inc. $LMND
B.O: $DASH
After Hours 👇
16:00: Electronic Arts Inc. $EA
16:00: Redfin Corporation $RDFN
16:00: Revolve Group LLC $RVLV
16:05: Rivian Automotive, Inc. $RIVN
16:05: Arista Networks, Inc. $ANET
16:05: Upstart Holdings, Inc. $UPST
16:05: Lucid Group $LCID
16:05: Astera Labs $ALAB
16:05: Coupang, Inc. $CPNG
16:15: Advanced Micro Devices, Inc. $AMD
16:15: Energy Transfer LP $ET
16:15: Powell Industries Inc. $POWL
16:05: Tempus AI, Inc. $TEM
16:00: Wynn Resorts Ltd. $WYNN
After Close: Supermicro $SMCI
tweet
Today's Key Events (All EST) — 05/06/2025
08:30: US Trade Balance
08:55: US Redbook YoY
12:00: Trump Meets with Carney (Tentative)
13:00: US 10-Year Note Auction
Before Open 👇
B.O: Celsius Holdings $CELH
6:35: Ferrari N.V. $RACE
6:55: Constellation Energy Group, Inc. $CEG
7:00: Datadog, Inc. $DDOG
7:00: Zoetis Inc. $ZTS
7:00: DigitalOcean $DOCN
7:00: EVgo Inc. $EVGO
7:30: Archer-Daniels-Midland Co. $ADM
6:00: Leidos Holdings Inc. $LDOS
B.O:: Lemonade, Inc. $LMND
B.O: $DASH
After Hours 👇
16:00: Electronic Arts Inc. $EA
16:00: Redfin Corporation $RDFN
16:00: Revolve Group LLC $RVLV
16:05: Rivian Automotive, Inc. $RIVN
16:05: Arista Networks, Inc. $ANET
16:05: Upstart Holdings, Inc. $UPST
16:05: Lucid Group $LCID
16:05: Astera Labs $ALAB
16:05: Coupang, Inc. $CPNG
16:15: Advanced Micro Devices, Inc. $AMD
16:15: Energy Transfer LP $ET
16:15: Powell Industries Inc. $POWL
16:05: Tempus AI, Inc. $TEM
16:00: Wynn Resorts Ltd. $WYNN
After Close: Supermicro $SMCI
tweet
Wall St Engine
CONTINENTAL POSTS STRONGEST Q1 EARNINGS SINCE 2021
Continentall, one of Europe’s top auto suppliers, reported €586M in adjusted EBIT for Q1, more than doubling last year’s result and beating estimates. Cost cuts and a rebound in tire sales helped offset weak EV demand and China headwinds. Sales came in at €9.7B, with full-year guidance left unchanged.
tweet
CONTINENTAL POSTS STRONGEST Q1 EARNINGS SINCE 2021
Continentall, one of Europe’s top auto suppliers, reported €586M in adjusted EBIT for Q1, more than doubling last year’s result and beating estimates. Cost cuts and a rebound in tire sales helped offset weak EV demand and China headwinds. Sales came in at €9.7B, with full-year guidance left unchanged.
tweet