r/wallstreetbets • u/bigbear0083 ʕ•ᴥ•ʔ🐻 • Feb 04 '23
Most Anticipated Earnings Releases for the week beginning February 6th, 2023 Earnings Thread
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u/Creative-Associate10 Feb 05 '23
Pin this ffs before this gets lost again
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u/Hot-Performancy PAPER TRADING COMPETITION WINNER Feb 04 '23
Enphase calls, UBER puts, Pepsi calls
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u/armen89 Feb 04 '23
Uber went from taking 25% of driver fare to 50-70% driver gate. My gut tells me calls is the way
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u/BigBeagleEars Wants to fuck Harambe? Feb 05 '23
Yay! I bought Pepsi calls last week when they were red!
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u/ParfaitElegant5913 Feb 06 '23
I'm with you on the Enphase calls. What strike are you buying? The December downturn was strange and based on relatively little from what I can tell.
I installed 42 Enphase micro-inverters in the Fall and it really is just plug and play technology, pretty crazy how easy it all was.
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u/ybnesman Feb 07 '23
Enphase is ripping wish i woulda seen this before now lol
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u/Adam_Axiom SPY Champion Feb 04 '23
I think one of the best ER strategies this week is Uber/Lyft.
Since Uber reports PM on Wed, I’ll probably buy Lyft options at open in whichever direction Uber is headed. Close the position into Thursday close if green.
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u/Classic-Resist-3517 Feb 04 '23
So you gonna hold on to them?
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u/Adam_Axiom SPY Champion Feb 04 '23
1 - I’ll abort my plan minutes into Wed open.
2 - I’ll panic buy at the top.
3 - I’ll only have a fraction of the gains.
4 - I’ll then get greedy and hold through ER.
5 - I’ll lose.
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u/styres Feb 05 '23
Uber is AM
Oh NVM, you mean premarket not pm as in time
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u/DogeWeTrust Feb 06 '23
Puts on Chegg. ChatGpt made people not buy books anymore
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u/theJimmybob Feb 04 '23
Some implied moves for earnings next week - 600 companies reporting:
$DIS 6.2%
$PYPL 9.3%
$LYFT 16.1%
$EXPE 8.0%
$DXCM 9.9%
$DOCS 14.2%
$AYX 13.7%
$YELP 9.6%
$AFRM 22.2%
$HOOD 11.6%
$GT 8.3%
$APPS 18.3%
$SONO 12.3%
$XPO 8.3%
$ORLY 5.3%
$WYNN 6.9%
$EFX 6.7%
$MGM 6.0%
$APP 18.5%
$PI 14.3%
$FROG 12.1%
$PINS 13.1%
$ATVI 6.9%
$TTWO 8.7%
$SAVE 4.7%
$SPG 5.1%
$ZI 15.3%
$CHGG 17.0%
$RMBS 7.3%
$PETS 10.3%
$VRNS 14.0%
$HTZ 11.5%
$DD 4.3%
$FISV 4.5%
$INCY 4.5%
$ENPH 12.04%
$CMG 6.5%
$FTNT 9.6%
$VRTX 5.6%
$PAYC 9.2%
$ILMN 7.4%
$PRU 5.0%
$UBER 10.3%
$CVS 4.2%
$CME 3.3%
$YUM 4.3%
$PEP 2.8%
$ABBV 4.0%
$CGC 12.0%
$PM 3.2%
$CCJ 6.8%
$AZN 3.9%
$SSTK 10.6%
$LITE 9.0%
$IQV 5.5%
$SPB 7.7%
$PRLB 12.6%
$ON 8.3%
$TSN 6.5%
$IDXX 7.4%
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u/Necessary-Onion-7494 Feb 05 '23
UBER 10.3%
How come Lyft has more implied volatility (.i.e. $LYFT 16.1%) ?
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u/Big-Routine222 Feb 04 '23
Disney puts maybe, UBER calls, PayPal puts, and CVS puts
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u/Positive-Conflict-35 Feb 04 '23
I'm thinking the same thing,
Uber and Lyft Calls.
I am unsure on Paypal, whats your take?
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u/Big-Routine222 Feb 04 '23
I’ve just noticed through the calendar review that after almost all of the earnings releases for PayPal, there has been a drop in the price. The past two years have been brutal for them as well. I’m still on the fence though
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u/Positive-Conflict-35 Feb 04 '23
Go with your gut, that sounds like a solid reason. But I would watch to see how Monday/Tuesday. There's still some leftover bullish bullshit coming.
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u/LiquidMedicine Feb 06 '23
this is either pypl’s turnaround point or the final downturn into irrelevancy
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u/OkYam350 Feb 04 '23
Which one of these is the 50 bagger
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u/AgonyRanch Feb 04 '23
Just make cheap ridiculous calls on everything. The one that doesn't expire worthless is the one you want.
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u/Fuman20000 biggest cock in wsb Feb 04 '23
Shit, at this point just buy calls. Market doesn’t care if companies have shit earnings or guidance.
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u/urriola35 Feb 04 '23
Uber $33 calls. 🚀 🚀 🚀
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u/jr1tn Feb 04 '23
I took four ubers last month. Every driver complained payout has been lowered and is not enough. Buy calls.
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u/AntiHyperbolic Feb 04 '23
Seems like a bad long term model, but good for the short term?
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u/jr1tn Feb 04 '23
I think they just change the payout formulas constantly, based on supply and demand, and other factors. Right now, it is detrimental to the drivers. Probably only makes sense for part time drivers such as students, retirees, or people supplementing their income.
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u/Necessary-Onion-7494 Feb 05 '23
It depends on what the competition does. If Uber sucks for the drivers and they all move to using Lyft, then yeah, it's bad for Uber in the long term. However if Lyft follows Uber's example then shareholders get the profits and the drivers are screwed. The 2nd is more likely to happen in my opinion.
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u/banditcleaner2 Feb 06 '23
So long term puts because all their drivers are about to quit. Dominos calls for all the uber drivers that are about to start working there instead.
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u/Rameist2 Feb 04 '23
I want to believe you, but how in the fuck does this still not turn a positive EPS?
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u/avsurround Feb 05 '23
in before BP: "billions in profit, but we're in recession cause reasons"
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u/NightHawk7870 Feb 04 '23
Puts on affirm?
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u/PossibleBank7152 Feb 05 '23
Calls on sofi, will rip once affirm results are not that bad
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u/bigbear0083 ʕ•ᴥ•ʔ🐻 Feb 04 '23
Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:
Monday 2.6.23 Before Market Open:
(CLICK HERE FOR MONDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)
Monday 2.6.23 After Market Close:
(CLICK HERE FOR MONDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!)
Tuesday 2.7.23 Before Market Open:
(CLICK HERE FOR TUESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)
Tuesday 2.7.23 After Market Close:
(CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR TUESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #2!)
Wednesday 2.8.23 Before Market Open:
(CLICK HERE FOR WEDNESDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)
Wednesday 2.8.23 After Market Close:
(CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR WEDNESDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #2!)
Thursday 2.9.23 Before Market Open:
(CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR THURSDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES LINK #2!)
Thursday 2.9.23 After Market Close:
(CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #1!)
(CLICK HERE FOR THURSDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES LINK #2!)
Friday 2.10.23 Before Market Open:
(CLICK HERE FOR FRIDAY'S PRE-MARKET EARNINGS TIME & ESTIMATES!)
Friday 2.10.23 After Market Close:
([CLICK HERE FOR FRIDAY'S AFTER-MARKET EARNINGS TIME & ESTIMATES!]())
(NONE.)
Have a great trading week ahead r/wallstreetbets!
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u/StockNinja99 Feb 06 '23
People want HOOD to fail but I don’t think they will - earnings will likely show a good long term forecast
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u/BLAKEEMM Feb 08 '23
Hood might double after this ER. My guess as trading activity increases, shady crypto exchange went out, hood stays afloat and member increasing. I will not surprised if it jumps 50% after ER
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u/Sh1ba_Tatsuya Feb 07 '23
Uber puts -> Disney calls -> Paypal puts. There’s how you 10x your money. You’re welcome.
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u/bruceyj DUNCE CAP Feb 08 '23
DIS and HOOD calls
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u/papejay88 Feb 09 '23
I did the same… hoping they stay green at open! I am scared they dip.
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u/WallStreetRiser Feb 04 '23
None of these are gonna make my ex love me again..
That being said, I'm goin' with $PEP.
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u/LOL-Santa Feb 04 '23
Lets go ENPHASE 🔥
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u/DoctorTobogggan Feb 09 '23
Beat earnings, stock gets beaten with a bag of rocks. Stonks make no sense.
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u/FunCranberry112122 Feb 04 '23
Going to sell some UBER puts and use the premiums to buy LYFT puts
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u/MarcioSutter Feb 07 '23
Who is in the Uber boat with me ? Holding some $40 calls expiring on Feb 17th
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u/Nervous_Cannibal Feb 09 '23
Question: Is Affirm a bad stock to own? Answer after Today's Report: Affirmative
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u/AntiHyperbolic Feb 04 '23
Cvs is interesting, way down, wonder if dollar stores still eating their margins.
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u/UND1SPUTED_B0SS Feb 04 '23
I'm thinking PUTS here. Sure it's been falling down leading into earnings, but it's still above their pre-pandemic price. Only reason it went up was due to their covid vaccine station. Covid play is over with. This boomer store that has carpets in all their aisles is heading back down to $70s. Option price are cheap.
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u/Raoul_Puke Cried while watching "My Dog Skip" Feb 05 '23
This would be a solid choice. They just announced 2/3rds of their pharmacies are reducing their hours of operation because of a "pharmacist shortage." I work for the company and I assure you that there is no shortage of pharmacists, they're just leaving the company en masse
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u/MakingChanges77 Salty Bagholder Feb 06 '23
CVS is also a huge healthcare company now. They are a nationwide homecare company that leads the market. Coram is a big part of CVS.
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u/ShamokeAndretti Feb 05 '23
Calls on Chipotle. I swear they never lose.
Probably do spreads so I don't lose it all
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u/MarcioSutter Feb 07 '23
Got 33 uber @40.00 (Feb 17) - calls and also Disney Feb 17 - @120 calls
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u/cbusoh66 Feb 08 '23
AFRM shorts were wiped in this latest run, I think they’ll reload and ride this down to $10 again. Got a bunch of Feb 17 and March 17 puts. The disruptive fintechs bubble has burst and I don’t think many of these smaller companies will survive.
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u/konosmgr Feb 10 '23
Market is done, SPY 325 within a couple months. Screenshot this and buy puts.
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u/MaximusBit21 Feb 04 '23
Anyone playing neurocrine for Monday am or thoughts on this one as it looks quite interesting.
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u/JonSnohthathurt cock gobbler Feb 04 '23
With as many regards are on this sub, we know Wendy’s will have cheap labor. Calls on Wendy’s.
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u/Kindly_Imagination71 Feb 04 '23
lol we don't know how to flip burgers that why we are trying to flip stocks
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u/RepulsiveStill177 Feb 04 '23
BP - freedom been ringing
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u/Rameist2 Feb 04 '23
I want to play BP but that stock just doesn’t move. Earning beat? Up 3%. Earnings miss? Down 3%.
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u/papejay88 Feb 07 '23
Anyone else think HOOD is going to moon with all this retail activity being at an ATH?
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u/alexsoap_ Feb 08 '23
I need Tesla to go up 13% by the 10th or my options are going to leave me homeless 👹
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u/margin_of_danger Feb 08 '23
How many here are in AFRM puts?
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u/coppehh Feb 08 '23
debating calls or puts
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u/margin_of_danger Feb 08 '23
Same, IV shows a big move on earnings. Seems like there is SO much more open interest on puts right now.
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u/Sh1ba_Tatsuya Feb 08 '23
damn affirm.. why is it going up
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u/Turbiedurb Feb 09 '23
Doubled my position in PYPL today (commons), so i'm just sitting around waiting to find out how fucked i am.
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u/According_To_Me_ Feb 07 '23
Bought UBER puts, but hedged with some calls just in case.
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u/Outlinedcoyote02 Feb 04 '23
So would Honda not be expected to go down because of the chips shortages plus tightening wallets and the pandemic?
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u/Longjumping-Let7504 Feb 04 '23
Will PayPals subscriber loss from their ‘penalty’ debacle be reflected in their earnings report on Feb 9th?
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u/Timelapze Feb 08 '23
What does annaly do? Is it kinda like anally?
Seems like a shitty company maybe
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u/letmeinmannnnn Feb 08 '23
What about Duke energy?
Energy crisis, surely they will go up?
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u/communist-ninja Feb 08 '23 edited Feb 08 '23
Not seeing $Yelp on here but I’ve zeroed in on the next big bust due to the out of date business model that’s being replaced by google reviews. $Yelp puts
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u/phazeiserotic Feb 08 '23
Yay my HOOD 11c 2/17 looking good.
Bought for .46 will update tomorrow at what I sell at. Hopefully price doesn't flatten out
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u/Odd_Tooth_9317 Feb 09 '23
who is the biggest earner tomorrow?
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u/Automatic_Ask_4323 Feb 10 '23
Can someone tell me why some threads have Highest volatility earnings section and others don't? Thanks
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u/halica84 Feb 04 '23
I'm honestly surprised to see the company I work for on this list. I hope this plays out as anticipated.