By Nicholas Brown, Tech & Politics Correspondent, Stock Trader Network
Expected Moves:
- Palantir (PLTR): ±10% to 11% — $12 to $14
- Snap (SNAP): ±14% — $0.59
- Diamondback Energy (FANG): ±6.6% — $13.40
- Jazz Pharmaceuticals (JAZZ): ± 6.4% — $16.20
- ON Semiconductor (ON): ±12% — $10
- Clorox (CLX): ±6% — $5.80
- Vertex (VRTX): ±5.7% — $28
Palantir: What Wall Street Expects
- EPS: $0.35
- Revenue: $1.81 billion
If Palantir provides September-quarter guidance:
- EPS: $0.37
- Revenue: $2.00 billion
Investors will be looking for updates on:
1) How fast are AIP deployments scaling?
2) Sustainability of U.S. commercial growth.
3) Full-year guidance confidence and upside drivers
Snapchat: What Wall Street Expects
- EPS: $(-0.12)
- Revenue: $1.53 billion
If Snapchat provides September-quarter guidance:
- EPS: $0
- Revenue: $1.69 billion
Investors will be looking for updates on:
1) Will advertising finally reaccelerate?
2) How durable is subscription momentum (Snap+, Memories, Lens+)?
3) What’s the outlook for DAU growth amid regulatory pressure?
Diamondback Energy: What Wall Street Expects
- EPS: $5.90
- Revenue: $4.95 billion
If Diamondback provides September-quarter guidance:
- EPS: $4.39
- Revenue: $4.47 billion
Investors will be looking for updates on:
1) What productivity uplift is expected from the combined Midland Basin footprint?
2) How is Diamondback exposed to commodity price volatility?
3) How quickly can Diamondback realize merger synergies?
Jazz Pharmaceuticals: What Wall Street Expects
- EPS: $3.18
- Revenue: $1.11 billion
If Jazz Pharmaceuticals provides September-quarter guidance:
- EPS: $3.57
- Revenue: $1.15 billion
Investors will be looking for updates on:
1) How quickly can Jazz stabilize and reaccelerate its sleep franchise?
2) What’s the timeline and revenue potential for the late-stage pipeline?
3) How committed is Jazz to margin expansion and debt reduction?
ON Semiconductor: What Wall Street Expects
- EPS: $0.66
- Revenue: $1.59 billion
If ON Semiconductor provides September-quarter guidance:
- EPS: $0.77
- Revenue: $1.67 billion
Investors will be looking for updates on:
1) Is ON Semi regaining momentum in silicon carbide after last year’s reset?
2) How is ON Semi exposed to the broader semiconductor inventory correction?
3) What is the margin trajectory as the company shifts its product mix?
Clorox: What Wall Street Expects
- EPS: $1.48
- Revenue: $1.91 billion
If Clorox provides September-quarter guidance:
- EPS: $1.10
- Revenue: $1.94 billion
Investors will be looking for updates on:
1) How stable is demand across cleaning and household categories?
2) Can Clorox reignite growth in its slower brands?
3) What is the capital allocation strategy as cash flow improves?
Vertex: What Wall Street Expects
- EPS: $4.43
- Revenue: $3.22 billion
If Vertex provides September-quarter guidance:
- EPS: $4.46
- Revenue: $3.36 billion
Investors will be looking for updates on:
1) How durable is CF franchise growth as the patient base matures?
2) How close is Vertex to a functional cure in CF with its next‑gen triple?
3) How aggressively will Vertex deploy its growing cash pile?