Market Update

CONSUMER

🔸 $SPWH Q4 adj. EPS $0.04 (est. -$0.06) on revs $340.4M (est. $329.6M), comps -0.5%. Expects positive comps in 2025; sees FY net sales -1% to +3.5% (est. +0.4%).

🔸 $TSLA sold 78,828 China-made EVs in March (-11.5% YoY); Model 3/Y deliveries +156.9% MoM.

ENERGY, INDUSTRIALS & MATERIALS

🔸 Oil dips amid tariff, sanction concerns; OPEC+ supply and mixed policies add downside risks.

🔸 $BHP considers spinning off Australian iron ore & coal units.

🔸 $ED files debt securities shelf.

🔸 $SMG upgraded to Buy at Truist.

FINANCIALS

🔸 $OZK raises dividend 2.38% to $0.43/share.

🔸 $SCHW upgraded to Buy at Citi, PT raised to $102 (from $85).

🔸 $SMA prices 27M-share offering at $30.00.

🔸 $V offers AAPL ~$100M for Apple Card deal (WSJ).

HEALTHCARE

🔸 $ANGO Q3 adj. EPS -$0.08 (est. -$0.13) on revs $72M (est. $70.3M); raises FY guidance.

🔸 $EWTX reports positive Phase 2 data for EDG-7500 in HCM trial.

🔸 $LLY clarifies no ties to HIMS, Zepbound prescribable by any licensed provider.

🔸 $ENOV names Damien McDonald CEO (effective May 12).

TECH, MEDIA & TELECOM

🔸 $MBLY selects VLN’s VA7000 chipsets for autonomous driving.

🔸 $NCNO Q4 adj. EPS -$0.09 (est. $0.19) on revs $141.4M (est. $140.8M); announces $100M buyback; guides Q1 revs $138.75-$140.75M (est. $145.47M) and EPS $0.15-$0.16 (est. $0.21).

🔸 $RMBL fires CFO Tiffany Kice (effective April 2, 2025), appoints Michael Quartieri as interim CFO.

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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EPS $0.04 (est. -$0.06) on revs $340.4M (est. $329.6M), comps -0.5%. Expects positive comps in 2025; sees FY net sales -1% to +3.5% (est. +0.4%).</p>\n<p>🔸 $TSLA sold 78,828 China-made EVs in March (-11.5% YoY); Model 3/Y deliveries +156.9% MoM.</p>\n<p>ENERGY, INDUSTRIALS &amp; MATERIALS</p>\n<p>🔸 Oil dips amid tariff, sanction concerns; OPEC+ supply and mixed policies add downside risks.</p>\n<p>🔸 $BHP considers spinning off Australian iron ore &amp; coal units.</p>\n<p>🔸 $ED files debt securities shelf.</p>\n<p>🔸 $SMG upgraded to Buy at Truist.</p>\n<p>FINANCIALS</p>\n<p>🔸 $OZK raises dividend 2.38% to $0.43/share.</p>\n<p>🔸 $SCHW upgraded to Buy at Citi, PT raised to $102 (from $85).</p>\n<p>🔸 $SMA prices 27M-share offering at $30.00.</p>\n<p>🔸 $V offers AAPL ~$100M for Apple Card deal (WSJ).</p>\n<p>HEALTHCARE</p>\n<p>🔸 $ANGO Q3 adj. 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ENERGY, INDUSTRIALS & MATERIALS 🔸 Oil dips amid tariff, sanction concerns; OPEC+ supply and mixed policies add downside risks. 🔸 $BHP considers spinning off Australian iron ore & coal units. 🔸 $ED files debt securities shelf. 🔸 $SMG upgraded to Buy at Truist. FINANCIALS 🔸 $OZK raises dividend 2.38% to $0.43/share. 🔸 $SCHW upgraded to Buy at Citi, PT raised to $102 (from $85). 🔸 $SMA prices 27M-share offering at $30.00. 🔸 $V offers AAPL ~$100M for Apple Card deal (WSJ). HEALTHCARE 🔸 $ANGO Q3 adj. EPS -$0.08 (est. -$0.13) on revs $72M (est. $70.3M); raises FY guidance. 🔸 $EWTX reports positive Phase 2 data for EDG-7500 in HCM trial. 🔸 $LLY clarifies no ties to HIMS, Zepbound prescribable by any licensed provider. 🔸 $ENOV names Damien McDonald CEO (effective May 12). TECH, MEDIA & TELECOM 🔸 $MBLY selects VLN’s VA7000 chipsets for autonomous driving. 🔸 $NCNO Q4 adj. 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