本周财报前瞻：Hims & Hers、CoreWeave、Cava 受关注

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The Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. Let's take a look now at some [music] stocks making news in the week ahead. I'm Nathan Hager joined by Bloomberg News reporter Judy Lru. And the uh earnings story continues well right away on Monday when we hear from [music] him and hers after the closing bell. I mean it feels like healthcare earnings have been going pretty good so far this season.

Does that include tellaalth Judy?

You know tellah health is having a really interesting sort of season with this this earning season but him and hers I think is certainly a space to watch for a lot of investors. Um the company has beat EPS estimates six of the last 10 quarters. It's, you know, really seen a lot of growth recently. However, that growth is kind of slowing down right now. So, reported subscriber growth was about 35% for 16 straight quarters, but for the last two quarters, growth has been 9% and about 13% respectively.

So, I think what a lot of investors are really looking at is how ticker HIMS is responding to that slowing growth. So, stock movement is also an interesting space to watch. um the um stock is down about 9% this quarter alone. So definitely for investors um looking to see him and hers earnings results and then how that stock will respond to the growth they report.

You know it's interesting Judy ahead of this earnings we heard HIMS announce a new app with a doctor-led AI native care experience. I think anytime anybody hears the letters AI their ears start to perk up.

That's right. That's right Nathan. And I think for him and hers certainly trying to really push the envelope with respect to getting their consumers to stick with them I think is certainly paramount for the company. One item as of note is that there was an FTC or is an FTC rather lawsuit against his and hers. The um plaintiffs are um FTC, Utah, and Los Angeles County. And the lawsuit is alleging that Hims and Hers has misled customers into locking themselves into recurring subscriptions and that the company has shared private information with Meta and Snap despite saying that they were protective of customer privacy.

So

definitely, you know, I think investors will want to know what the company has to say about this. Certainly, the company has come out to say that the FTC lawsuit disregards substantial evidence. So look for analyst questions on that. Look for stock moves based on what U management says about this. I really think it's a space to watch.

Yeah, nobody likes illegal overhang over any company. [laughter] Um the uh earnings story continues on Tuesday. Another tech name reporting in Coreweee after Tuesday's close, putting a focus back on AI infrastructure after all the concerns about hypers scale spending. That's correct. Earnings from Coreweave, ticker CRV, will show whether enormous AI demand can outweigh the heavy costs of data centers and debt. Right?

So, um the company is expected to report its highest revenue since their IPO in 2025. Um it it's sort of Wall Street is expecting 2.5 billion in revenue this quarter. So you know really looking at um really how Coree is managing that. Um and I think that Bloomberg intelligence analysts really hit the nail on the head that say when they wrote that Coree's second quarter earnings will signal to investors whether AI demand remains stronger than their share price implies and they cited that they feel like the share price is underperforming.

So they'll be looking at revenue specifically for their earnings and um Bloomberg Intelligence really believes that the revenue for Coravee for the quarter could exceed guidance.

Oh, that would be a pretty big turnaround at a time when as you know core we've kind of missed more often than not when it comes to earnings. Is the bar pretty high then for coreweave to uh outperform this time around?

I mean you're right about that Nathan. The company has missed EPS estimates four times out of the last five quarters. So yes, definitely looking at that, looking at revenue, looking at EPS and really understanding from management and again the earnings call and comments are really going to be big here um where they see the company going. Analysts on the other hand are quite bullish. 29 buys, 11 holds, three sells. So again, we'll be listening to that earnings call quite closely.

Yes, absolutely. We're also going to be listening, I think, to uh earnings from Cava. They report on Tuesday as well. Is is this one affected, do you think, by the uh the produce scare that we've seen in fast food as opposed to fast casual?

I mean, certainly anybody who touches lettuce is [laughter] having a rough summer. I will say that. So, yes, we're focusing on ticker CAV. That's right. And so for analysts, the earnings for Cava Group really need to show that customer traffic, restaurant profits, and new store growth is remaining strong despite these headwinds we're seeing, right, with the cycllospara um parasite and and really understanding exactly what kind of slowdown the company is seeing um as a result of all of the headlines about food safety in general.

Um the stock is up around 13% this year. Um but down about 11% this month. And when we put that in comparison to names like Shake Shack, which is up about 30% this month, Domino's, which is up about 17% this month, really Cava, I think it's it could represent in many respects close to the epicenter of this issue with cycllospora as it pertains to lettuce and produce as as it gets served in fast casual settings.

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