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After-Hours Movers 10/27: MLNX, LVS, NEWP, FLEX, ITRI, IRBT, LAD Higher; FIRE, SKX, ISSI, FLS, GSIC, TER, QTM Lower

October 27, 2010 6:41 PM EDT
FIRE Hot Sheet
Overall Analyst Rating:
    NEUTRAL (Down Down)

Revenue Growth %: +50.3%
Sourcefire (Nasdaq: FIRE) 19.7% LOWER; reports Q3 EPS of $0.15, in-line with analyst estimate of $0.15. Revenue for the quarter was $36.2 million, which compares to the estimate of $35.68 million. Sees Q4 EPS of $$0.14-$0.16, versus the consensus of $0.15. Sees Q4 sales of $37-38.5 million, versus $35.7 million. Sees FY EPS of $0.52-$0.54, versus the consensus of 0.54. Sees FY revenue of $129.6-$131.1 million, versus the consensus of $135.5 million.

Mellanox (Nasdaq: MLNX) 16.4% HIGHER; Oracle (Nasdaq: ORCL) makes a strategic investment in Mellanox. Oracle now owns a 10.2% stake in Mellanox.

Skechers USA (NYSE: SKX) 13.8% LOWER; reports Q3 EPS of $0.74, which may not compare to the analyst estimate of $1.02. Revenue for the quarter was $554.6 million, which compares to the estimate of $572.15 million.

Integrated Silicon Solution, Inc. (Nasdaq: ISSI) 13.8% LOWER; reports Q4 EPS of $0.48, 1 cent below the analyst estimate of $0.49. Revenue for the quarter was $73.6 million, which compares to the estimate of $77.50 million.

Las Vegas Sands (NYSE: LVS) 10% HIGHER; reports Q3 EPS of $0.34, ex-items, vs. the analyst estimate of $0.23. Revenue for the quarter was $1.91 billion, which compares to the estimate of $1.79 billion.

Newport (Nasdaq: NEWP) 10% HIGHER; reports Q3 EPS of $0.34, 9 cents better than the analyst estimate of $0.25. Revenue for the quarter was $125.2 million, which compares to the estimate of $119.06 million.

Flextronics (Nasdaq: FLEX) 9.6% HIGHER; reports Q2 EPS of $0.23, 3 cents better than the analyst estimate of $0.20. Revenue for the quarter was $7.42 billion, which compares to the estimate of $7.01 billion. Sees Q3 EPS of $0.23-$0.25, versus $0.22. Sees sales of 7.5-$7.7 billion, versus the consensus of $7.44 billion.

Flowserve (NYSE: FLS) 9.3% LOWER; reports Q3 EPS of $1.84, 3 cents better than the analyst estimate of $1.81. Revenue for the quarter was $971.7 million, which compares to the estimate of $994.22 million. Raises FY10 EPS from $6.35 - $7.15 to $6.70 - $7.15, compared to the consensus of $6.95.

GSI Commerce (Nasdaq: GSIC) 8.2% LOWER; reports Q3 EPS of $0.28, 4 cents worse than the analyst estimate of ($0.24). Revenue for the quarter was $284.1 million, which compares to the estimate of $281.64 million. Sees Q4 sales of about $529 million, which is in-line with the consensus. Sees FY10 sales of about $1.35 billion, which is in-line with the consensus.

Teradyne (NYSE: TER) 8% LOWER; reports Q3 EPS of $0.82, ex-items, 3 cents better than the analyst estimate of $0.79. Revenue for the quarter was $502 million, which compares to the estimate of $507.83 million. Sees Q4 adj-EPS of 21-28c on sales of $300-$325 million. The Street is looking for Q4 EPS of 59c on sales of $451.3 million.

Itron (Nasdaq: ITRI) 7.6% HIGHER; reports Q3 EPS of $1.06, cents better than the analyst estimate of $0.85. Revenue for the quarter was $576 million, which compares to the estimate of $530.46 million.

iRobot (Nasdaq: IRBT) 7.4% HIGHER; reports Q3 EPS of $0.18, 11 cents better than the analyst estimate of $0.07. Revenue for the quarter was $94.2 million, which compares to the estimate of $94.84 million. Sees Q4 EPS of $0.10 - $0.12, versus the consensus of $0.06. Q410 sales of $108 - $113 million, versus the consensus of $101.99 million. Also sees FY10 EPS of $0.80 - $0.82, versus $0.57. Sees FY10 sales of $395 - $400 million, versus $390 million consensus.

Lithia Motors (NYSE: LAD) 7.3% HIGHER; reports Q3 EPS of $0.37, vs. the analyst estimate of $0.28. Sees Q4 EPS of 11-13c, vs. the consensus of 14c. Raises its FY10 EPS guidance to 84-86c, vs. cons. 78c. Sees FY11 EPS of $1.03-$1.11, vs. consensus of $1.07.

Quantum Corp. (NYSE: QTM) 7% LOWER; reports Q2 non-GAAP EPS of $0.06, 1 cent better than the analyst estimate of $0.05. Revenue for the quarter was $168 million, which compares to the estimate of $170.81 million. Sees Q311 revs of $185 - $200 million and a non-GAAP EPS of $0.08 - $0.10. Consensus sees revs of $192.64 million and an EPS of $0.09.

Arris (Nasdaq: ARRS) 6.7% LOWER; reports Q3 EPS of $0.11, 7 cents below the analyst estimate of $0.18. Revenue for the quarter was $274.3 million, which compares to the estimate of $278.29 million. Sees Q4 EPS of $0.14-$0.18, versus the consensus of $0.19. Sees Q4 revenue of $250-$275 million, versus $283 million.

Trinity Industries (NYSE: TRN) 6.4% HIGHER; reports Q3 EPS of $0.29, 6 cents better than the analyst estimate of $0.23. Revenue for the quarter was $540 million, which compares to the estimate of $589.55 million. Sees Q4 EPS of 0.10-$0.15, versus the consensus of $0.20. Sees FY EPS of $0.73-$0.78, versus the consensus of $0.71.

Bally Technologies (NYSE: BYI) 6.2% LOWER; reports Q1 EPS of $0.40, 6 cents below the analyst estimate of $0.46. Revenue for the quarter was $171 million, which compares to the estimate of $184.12 million. Reaffirms FY11 Sales outlook. Lowers FY11 EPS from $2.05 - $2.40 per share to $2.05 - $2.30, vs. consensus of $2.24.

iGATE Corp. (NASDAQ: IGTE) 5.1% LOWER; will replace Actel Corp. (NASDAQ: ACTL) in the S&P SmallCap 600

Symantec (Nasdaq: SYMC) 5.8% HIGHER; reports Q3 EPS of $0.34, 6 cents better than the analyst estimate of $0.28. Revenue for the quarter was $1.48 billion, which compares to the estimate of $1.46 billion. Sees Q3 EPS of $0.32-$0.33, versus $0.32. $1.57-$1.59 billion, versus $1.56 billion.

Hill-Rom (NYSE: HRC) 5.8% HIGHER; reports Q4 adjusted EPS of $0.67, 12 cents better than the analyst estimate of $0.55. Revenue for the quarter was $397 million, which compares to the estimate of $397.09 million. Sees FY11 adjusted EPS of $2.05 - $2.15 and revs growth of 4% - 6%. Consensus sees an EPS of $1.92 and revs of $1.52 billion.

Universal Health (NYSE: UHS) 5.8% LOWER; reports Q3 EPS of $0.57, 1 cent better than the analyst estimate of $0.56. Revenue for the quarter was $1.32 billion, which compares to the estimate of $1.34 billion.

Open Text (Nasdaq: OTEX) 5.5% LOWER; reports Q1 EPS of $0.86, 3 cents better than the analyst estimate of $0.83. Revenue for the quarter was $217.4 million, which compares to the estimate of $224.83 million. Buyback up to 5% of company's outstanding shares. To acquire Streamserve for $71M

Shutterfly (Nasdaq: SFLY) 5.4% HIGHER; reports Q3 adj-loss of $0.08, vs. the analyst estimate of ($0.26). Revenue for the quarter was $49 million, which compares to the estimate of $47.00 million. Sees Q4 sales of $148.5-$153.5 million, vs. the consensus of $147.9 million. Sees FY10 sales of $290-$295 million, vs. the consensus of $287.2 million.

Portfolio Recovery Associates (Nasdaq: PRAA) 4.7% LOWER; reports Q3 EPS of $1.08, 2 cents better than the analyst estimate of $1.06. Revenue for the quarter was $95.5 million, which compares to the estimate of $90.37 million.

CKX Inc. (Nasdaq: CKXE) 4.6% LOWER; announces terminate of sale discussions.

General Maritime (NYSE: GMR) 4.4% LOWER; reports Q3 loss of $0.30, 10 cents worse than the analyst estimate of ($0.20).

Allstate (NYSE: ALL) 4.3% LOWER; reports Q3 EPS of $0.83, cents better than the analyst estimate of $0.98. Revenue for the quarter was $7.91 billion, which compares to the estimate of $7.58 billion.

Annaly Capital Management, Inc. (NYSE: NLY) 4% LOWER; reports Q3 core EPS of $0.60, versus the analyst estimate of $0.67.

Hanesbrands (NYSE: HBI) 3.9% HIGHER; reports Q3 EPS of $0.63, 1 cent better than the analyst estimate of $0.62. Revenue for the quarter was $1.17 billion, which compares to the estimate of $1.16 billion.

CACI International (Nasdaq: CACI) 3.8% HIGHER; reports Q1 EPS of $0.92, 5 cents better than the analyst estimate of $0.87. Revenue for the quarter was $834 million, which compares to the estimate of $808.83 million. Increases FY11 revs outlook from $3.25 - $3.40 to $3.45 - $3.60 billion. Consensus sees revs of $3.37 billion. Also increases FY11 EPS outlook from $3.70 - $3.90 to $3.90 - $4.10. Consensus sees an EPS of $3.79.

International Coal (NYSE: ICO) 3.8% HIGHER; reports Q3 EPS of $0.12, 4 cents better than the analyst estimate of $0.08. Revenue for the quarter was $313.1 million, which compares to the estimate of $296.11 million.

Loopnet (Nasdaq: LOOP) 3.7% HIGHER; reports Q3 non-GAAP EPS of $0.11, 5 cents better than the analyst estimate of $0.06. Revenue for the quarter was $19.8 million, which compares to the estimate of $19.34 million. Sees Q410 revs of $19.7 - $19.9 million with an EPS of $0.04 - $0.05. Consensus sees revs of $19.59 million and an EPS of $0.06.

Akamai Technologies (Nasdaq: AKAM) 3.6% HIGHER; reports Q3 EPS of $0.34, even with the analyst estimate of $0.34. Revenue for the quarter was $253.6 million, which compares to the estimate of $249.72 million.

Beckman Coulter (NYSE: BEC) 3.5% HIGHER; reports Q3 adjusted EPS of $1.00, 12 cents better than the analyst estimate of $0.88. Revenue for the quarter was $893.8 million, which compares to the estimate of $884.70 million. Affirms outlook.

Sangamo BioSci (Nasdaq: SGMO) 3.5% LOWER; reports Q3 loss of $0.19, versus the analyst estimate of ($0.15). Revenue for the quarter was $2.9 million, which compares to the estimate of $4.23 million.

Visa (NYSE: V) 1.6% HIGHER; reports Q4 EPS of $0.95, ex-items, inline with the analyst estimate of $0.95. Revenue for the quarter was $2.12 billion, which compares to the estimate of $2.09 billion. To buyback up to $1 billion in shares. Raises its quarter dividend by 20%. Reaffirms outlook.

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