TFI International gets 13 FY EPS upgrades with zero cuts after Q1 beat; stock up 43% in April
#TFI International (TFII.TO) collected 13 FY EPS upgrades and zero cuts in 7 days — a clean sweep across all four estimate periods with no analyst pushback
#The FY consensus rose to C$5.23 from C$4.68 seven days ago (+11.8%); CIBC raised its price target to US$162 from US$134 on April 28 after the Q1 beat
#The stock is up 43% in April and closed at C$184.57 on May 5, sitting 6.7% below its 52-week high of C$197.81
Persistent Systems sees 30 FY EPS upgrades vs 1 cut in 7 days — strong bullish skew among Indian IT
#Persistent Systems (PERSISTENT.BO) recorded 30 FY EPS upgrades against just 1 cut in 7 days — a notably strong bullish revision skew
#The FY EPS consensus stands at INR 146.98, up from INR 142.32 thirty days ago (+3.3%); the current-year consensus rose to INR 121.12 from INR 117.54 over the same period
#The stock closed at INR 4,816 on May 5, recovering from its 52-week low of INR 4,449.10 but still 26.9% below its 52-week high of INR 6,599
SOXS gains 8% as SOXL drops 8.3% — semiconductor ETFs pull back on May 7 after weeks-long rally
#The Direxion 3x inverse semiconductor ETF (SOXS) rose 8.1% on May 7 on 279 million shares traded, while the 3x bull counterpart (SOXL) fell 8.3% on 70.6 million shares.
#SOXL had closed at US$165.85 on May 6 — a post-April high — before pulling back to US$152.10 on May 7; the SMH semiconductor ETF fell 1.05% on the same session.
#SOXL has still rallied 52% from its April 7 low of US$98.09, so the May 7 pullback reflects profit-taking after a period of sustained gains.
Zealand Pharma jumps 12% on May 7 after Phase 3 obesity trial success with above-average volume
#Zealand Pharma (ZEAL.CO) closed at DKK 353.50 on May 7, up 12.2% from its prior close of DKK 315.20, on volume of 684,477 shares — roughly 1.5x its recent daily run-rate
#The move follows Boehringer Ingelheim's Phase 3 SYNCHRONIZE-1 trial for survodutide (licensed from Zealand), which showed 'Wegovy-like' weight loss and potential muscle mass preservation
#The stock has risen 26% since April 6 (DKK 276.90) but remains 35.3% below its 52-week high of DKK 545.80, suggesting the market is still pricing significant execution risk
UltraTech Cement absorbs 23 FY EPS cuts vs 6 upgrades; consensus drops 10.4% in 7 days despite Q4 beat
#UltraTech Cement (ULTRACEMCO.NS) collected 23 FY EPS cuts against only 6 upgrades in 7 days — a significant downgrade skew in the analyst revision data
#The FY EPS consensus fell to INR 335.72 from INR 374.59 seven days ago, a 10.4% decline; the +1y consensus also fell from INR 455 to INR 437.77 (-3.8%)
#Reuters reported on April 27 that UltraTech beat Q4 profit estimates on strong cement demand, making the sharp post-results downgrade skew the key tension here
Reckitt Benckiser gets 14 FY EPS cuts vs 1 upgrade; consensus down 9.6% in 60 days near 52-week low
#Reckitt Benckiser (RKT.L) collected 14 FY EPS cuts against only 1 upgrade in 7 days, with the FY consensus falling to £3.33 from £3.40 seven days ago and £3.69 sixty days ago (-9.6%)
#The stock closed at £4,738 on May 5, just above its 52-week low of £4,613 and 27.2% below its 52-week high of £6,512
#Simply Wall St. on May 5 noted analysts have trimmed fair value estimates to the £54.60–£62.00 range, reflecting continued concerns about execution and brand performance
Pernod Ricard collects 14 FY EPS cuts with zero upgrades; stock sits 10% above 52-week low
#Pernod Ricard (RI.PA) recorded 14 FY EPS cuts and zero upgrades in 7 days — one of the cleanest bearish revision skews in today's European equities data
#The FY EPS consensus fell to €5.77 from €5.88 thirty days ago (-1.9%); the +1y consensus dropped to €5.90 from €6.07 (-2.8%) over the same period
#The stock closed at €66.10 on May 5, just 10.3% above its 52-week low of €59.94 and 35.8% below its 52-week high of €103, with persistent downgrade flow reflecting China volume weakness and global spirits de-stocking