Stocks tend to be most volatile around earnings season, when a good or bad report can make or break it. However, a good or even great earnings report doesn't necessarily translate into a huge pop for a stock.
During earnings season, BullMarket.com publishes a comprehensive 25- to 40-page Earnings Preview report for the week ahead each Friday.
Over the past year, BullMarket.com used the data it has collected to correctly predict investor reactions for approximately two-third of the stocks it's previewed.
In its latest earnings preview, BullMarket.com looks at several popular stocks, including Intel (INTC), Goldman Sachs (GS), eBay (EBAY), Bank of America (BAC), Microsoft (MSFT), Intuitive Surgical (ISRG), IBM (IBM), Google (GOOG), Chipotle Mexican Grill (CMG), and McDonald's (MCD).
Here is just a tiny sample of what BullMarket.com wrote about eBay:
eBay has beaten analyst EPS estimates seven of the past eight quarters, meeting the consensus once. Over that stretch, the stock has risen the next session six of eight quarters. Seasonally, the stock has risen twice in the last four years.
Last quarter, the company earned $751 million, or 57 cents per share, versus $1.98 billion, or $1.51 per share, a year earlier. Adjusted earnings rose 17% to $927 million, or 70 cents, from $789 million, or 60 cents, a year ago. This topped analyst expectations for EPS of 69 cents.
Revenue jumped 18% to $3.99 billion, in line with the consensus. Organically, revenue rose 19%.
eBay generated $1.4 billion in operating cash flow and $1.1 billion in free cash flow during the quarter. For the full year, it generated $3.8 billion in operating cash flow and $2.6 billion in free cash flow.
The company ended the quarter with cash, equivalents, and investments of $12.5 billion, and $4.5 billion in debt. Net cash was approximately $6.03 per share.
Looking at segments, the Marketplace business saw revenue rise 16% (16% excluding currency as well) to $2.05 billion. The Payments business saw revenue rise 24% (24% in constant currencies as well) to $1.54 billion. GSI, meanwhile, generated $398 million in revenue, up 10% year over year. ...
Outside of earnings, eBay has essentially transformed itself from an online auction website into a retail and payments technology and fulfillment company that can help retailers optimize their businesses both online and offline. Through innovation and acquisition, eBay is now at the cutting-edge of e-commerce technology. Some of the notable technologies that it has integrated into its X.commerce open ecosystem platform for retailers include Magento, which is an open-source e-commerce solution that allows merchants to customize both their online storefronts and the backend; Milo, which lets consumers search for inventory of local stores in real time; and RedLaser, which allows consumers to scan bar codes and comparison shop.
Together with the acquisition of GSI, these technological improvements have helped the company draw top retailers to use its site for closeout inventory, improving both its merchandise and the quality of its sellers.
PayPal, meanwhile, is a swiftly growing online payments business, but with its offline initiatives and move into the virtual wallet, its potential is even greater. Its earlier announced partnership with Discover Financial (DFS) is an important deal that will allow it to greatly move forward with its offline and virtual wallet PayPal strategy. ...
Just a few of the correct calls BullMarket.com made for Q4 were:
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