Welcome back to your weekly trade plans with the Dividend Journal. If you’re new here, welcome in! This weekly trade plan will highlight all the information YOU need to be prepared for this upcoming week in the stock market.
This week’s post in a snapshot:
Wednesday & Thursday - CPI/PPI Data
The market bounced where it needed to and can get some follow through if data is taken well by the market.
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DOCS 0.00%↑, RBLX 0.00%↑, RDDT 0.00%↑, and LRCX 0.00%↑ on watch this week
From last week’s top earnings on watch, here are the highlights:
ZS 0.00%↑
EPS: $0.89 vs $0.80 est. | Rev: $719M vs $707M est.
Subscription revenue grew 21% YoY, with strong AI security positioning highlighted in forward guidance.
CRM 0.00%↑
EPS: $2.91 vs $2.78 est. | Rev: $10.24B vs $10.12B est.
Despite the beat, stock dropped on softer Q3 guidance; buyback authorization increased to $50B.
AVGO 0.00%↑
EPS: $1.69 vs $1.66 est. | Rev: $15.95B vs $15.88B est.
AI-related revenue hit $5.2B (up 63% YoY), and company landed a $10B AI chip order (likely from OpenAI).
LULU 0.00%↑
EPS: $3.10 vs $2.87 est. | Rev: $2.53B vs $2.55B est.
EPS beat was overshadowed by a sharp selloff (~17%) due to concerns about slowing North American growth.
DOCU 0.00%↑
EPS: $0.92 vs $0.85 est. | Rev: $801M vs $779M
Company exceeded profit expectations, but provided limited forward guidance or revenue granularity.
News This Week:
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