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Morning Movers 02/10: (CIE) (RPXC) (ALU) (IPSU) Higher; (AMRS) (TRLG) (XIDE) Lower

February 10, 2012 11:18 AM EST
CIE Hot Sheet
Overall Analyst Rating:
    BUY (= Flat)

EPS Growth %: -80.0%
Cobalt International Energy, Inc. (NYSE: CIE) 43% HIGHER; provided additional data confirming the significance of its Cameia Pre-salt oil discovery in Block 21 offshore Angola. Click here to see the full report. The stock was upgraded at Howard Weil earlier.

Amyris (Nasdaq: AMRS) 27.4% LOWER; management held a business update call where management removed 2012 guidance, pushed out construction plans and announced a capital raise. The stock was downgraded by Morgan Stanley and Deutsche Bank this morning.

True Religion Apparel, Inc. (NASDAQ: TRLG) 23.9% LOWER; reported Q4 EPS of $0.57, $0.14 worse than the analyst estimate of $0.71. Revenue for the quarter came in at $119.4 million versus the consensus estimate of $128.9 million. Sees FY2012 EPS of $1.88-$1.95, versus the consensus of $2.37. Sees FY2012 revenue of $450-$460 million, versus the consensus of $494 million. The stock was downgraded by Brean Murray, Caris and Benchmark.

Exide Technologies (NASDAQ: XIDE) 21% LOWER; reported Q3 EPS of $0.84, compared to $0.34 reported last year. Revenue for the quarter came in at $784.1 million versus the consensus estimate of $846.97 million.

Amtech Systems (NASDAQ: ASYS) 19.5% LOWER; reported Q1 EPS of ($0.09), $0.15 better than the analyst estimate of ($0.24). Revenue for the quarter came in at $24.7 million versus the consensus estimate of $22.12 million.

RPX Corp. (Nasdaq: RPXC) 15% HIGHER; Alcatel-Lucent announced a licensing syndicate for its patents.

Alcatel-Lucent (NYSE: ALU) 14.7% HIGHER; reported Q4 adjusted EPS of $0.25, $0.14 better than the analyst estimate of $0.11.

Imperial Sugar (Nasdaq: IPSU) 14% HIGHER; continuing higher following an 80 percent surge yesterday on the heels of strong Q1 results.

WNS Holdings (NYSE: WNS) 13.7% HIGHER; priced an upsized offering of 10.65 million ADSs at $9.25 per ADS.

Nuance Communications, Inc. (NASDAQ: NUAN) 13.3% LOWER; reported Q1 EPS of $0.34, $0.02 worse than the analyst estimate of $0.36. Revenue for the quarter came in at $382 million versus the consensus estimate of $391.55 million. Sees Q2 adj-EPS of 36-40 cents on sales of $395-$415 million. The Street is currently looking for quarterly earnings of 38 cents per share on sales of $404.46 million. Affirms FY12 EPS outlook of $1.55-$1.62. Sees sales of $1.66-$1.71 billion, which compares to the Street estimate of $1.68 billion.

ValueVision Media, Inc. (NASDAQ: VVTV) 12.8% LOWER; announced it has secured a $40 million, lower-cost revolving credit facility with PNC Bank, National Association. Sees Q4 sales of about $148 million, which compares to the Street estimate of about $170 million. Sees FY11 sales of about $558 million.

Linkedin (NYSE: LNKD) 11.7% HIGHER; reported Q4 EPS of $0.12, $0.05 better than the analyst estimate of $0.07. Revenue for the quarter came in at $167.7 million versus the consensus estimate of $159.72 million. Sees Q1 2012 revenue of $170-$175 million, versus the consensus of $170.8 million. Sees FY2012 revenue of $840-$860 million, versus the consensus of $828 million.

Overseas Shipholding (NYSE: OSG) 11.7% LOWER; suspends dividend, citing market conditions.

Move (NASDAQ: MOVE) 10.8% HIGHER; reported Q4 EPS of $0.09, in-line with the analyst estimate of $0.09. Revenue for the quarter came in at $47.27 million versus the consensus estimate of $47.27 million. Move sees Q4 2012 revenue of $47.5 million. Sees FY2012 revenue of $195-$200 million, versus the consensus of $197.99 million.

USEC (NYSE: USU) 10.6% LOWER; pushing below the 200-day smooth moving average today.

Monolithic Power Systems (NASDAQ: MPWR) 9.5% HIGHER; reported Q4 EPS of $0.15, $0.04 better than the analyst estimate of $0.11. Revenue for the quarter came in at $47.5 million versus the consensus estimate of $46.44 million.


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