Scorecard: 4/5 — Rollins reversal was the day’s lone miss
Thursday’s calls went 4/5. STAK ripped 67% and LRCX sank 11.8% deeper than the morning read; GL’s gap faded to nearly flat but stayed red, and BKYI held its 30% gain. The miss: Rollins, featured down 7%, flipped to close up 5.6%.
ScorecardEarnings
In this brief: 5 sections 2 min read
Featured up ~50% premarket after swinging back to full-year profit on FY results ended June 30. • Closed ~$1.67, +67.0% vs $1.00; traded $1.38–$1.87 on ~84M shares. • Rip held and extended all session on the rare fundamental catalyst.
Featured down 6-8% as soft December-quarter guidance (supply constraints, China pullback) overshadowed the FQ1 revenue beat. • Closed ~$230.15, −11.8% vs $260.81; day range $227.68–$242.10 on ~23M shares. • PHLX semiconductor index −6.7% — worst day since June; KLA, AMAT, Intel fell with it.
Featured down 5.5% in extended trading on the narrow Q3 EPS miss ($4.84 vs $4.90). • Closed ~$168.41, −0.7% vs $169.62; traded $161.52–$168.60 intraday. • The morning read oversold the session; TD Cowen cut its target to $215 the next day but kept Buy.
Featured up 30-50% premarket on the Middle East government PortalGuard/biometric contract win (7th Gulf customer in six months). • Closed ~$2.74, +30.5% vs $2.10; day high $3.25 on ~32M shares. • Second Gulf headline this month held — but no contract value or term was disclosed.
Featured down ~7% on the Q3 double miss and AI-search customer-acquisition headwinds. • Closed ~$35.31, +5.6% vs $33.45; traded $31.80–$35.45 on the session. • Buyers defended the print despite Canaccord, Wells Fargo and Piper Sandler downgrades/cuts.