Top Trending Tickers On StockTwits For March 25

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Here's a look at the top tickers trending on StockTwits.com.
Himax Technologies: Downgraded at Bank of America
Analysts at
Bank of America
downgraded
Himax TechnologiesHIMX
to Underperform from Buy with a price target lowered to $12.50 from a previous $17.58. The analysts noted that Himax is competing in several highly competitive markets which could its margin expansion under pressure and difficult to accomplish. Additionally, the analysts cautioned that the company's management is likely to move ahead with capacity expansion but may not be able to fill that capacity until 2015. Appropriately, the analysts are lowering their 2014/2015 EPS by 22.7 percent and 17.6 percent, respectively.
Netflix: The day after
Shares of
NetflixNFLX
fell over six percent on Monday after
Apple's
partnership with
Comcast
over a streaming live TV and on-demand set-TV box set was revealed. Shares traded as low as $368.60 before recovering $10 as skepticism rose following the Comcast/Apple report which calmed down investor worries that an Apple and Comcast partnership would prove to be tough competition for Netflix to face. StockTwit users offered mixed opinions. “$NFLX Second half of the year is full of catalysts, so I wanna add soon. 2015 is like 2013 all over again -- regardless of externalities,” said a user. “$NFLX in a proverbial limbo @ 375. The thing could get crushed to 345 or begin to rise from the hot ashes. Risky games early today,” said another.
Walgreen: EPS misses by a penny
This morning,
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WalgreenWAG
reported its second quarter results. The company announced an EPS of $0.91, missing the consensus estimate of $0.92. Revenue of $19.61 billion was in-line with the consensus estimate. Comparable-store sales rose 4.3 percent in the quarter while customer traffic fell 1.4 percent due to weather issues. Net earnings for the quarter fell to $880 million from $915 million in the same quarter last year. Walgreen saw its total prescription sales rise seven percent for the period, boosting its market share by 20 bps to 19.0 percent. The combined synergies for Walgreen and Alliance Boots was $236 million for the first half and the company is projecting the joint synergy program will deliver second-year combined synergies of $375 million to $425 million, an increase from the previous second-year estimate of $350 to $400 million.
Oracle: Primavera Prime announcedOracleORCL
revealed its next-generation Project Portfolio Management (PPM) solution, the Oracle Primavera Prime which is designed to meet the demand that businesses need in order to prioritize, plan, manage and execute projects, programs and portfolios on a global scale. According to Oracle's press release, the Oracle Primavera Prime is “the first Enterprise PPM offering designed to leverage Oracle's Engineered Systems vision, a tightly integrated technology "stack" of Oracle hardware and software components, to deliver superior performance and ROI. Key capabilities of Oracle Primavera includes budget planning, project initiation governance, project costing, project selection and many others. "Prioritizing, planning, managing, and executing projects, programs, and portfolios on a global scale is an incredibly complex management process that requires the highest possible levels of performance," said Mike Sicilia, senior vice president & general manager, Oracle Primavera Global Business Unit. "Oracle Primavera Prime marks the dawn of next-generation for Project Portfolio Management systems. The software and hardware have been engineered to work together from the ground up to offer exceptional performance & ROI, while enabling organizations to achieve strategic alignment, operational excellence and repeatable success."
Gold: Under pressure following FOMC comments
Shares of the gold ETF,
SPDR Gold TrustGLD
fell 1.78 percent on Monday as investors and traders are finding fewer reasons to maintain a bullish stance, especially following the FOMC comments about rate hikes. Analysts at Society General commented, “We continue to believe that the economic momentum in the U.S. shows further improvement. We reiterate our very bearish outlook for this year. Price could drop below $1,000. I would not rule that out." One StockTwits user expresses his views and stated “$GLD Fed still has $4T+ bal sheet, US still has $17.5+T debt, world economies still in neutral and RUS/UKR invasion imminent. Bearish gold?”
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Posted In: NewsPre-Market OutlookApple TVComcastFOMCGoldHimax TechnologiesMike SiciliaNetflixOracleOracle Primavera PrimeStockTwitwalgreen
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