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NEWS
A Little Prick Goes A Long Way: HIMS’ Big Gain 💪

Source: Giphy

The Fed minutes showed the big-wigs are keeping a wary eye on inflation and Trump’s tariff threats, leaving traders guessing on the next move. Barrick Gold is handing Mali $438 million to settle a two-year mining dispute just as gold prices hit record highs. And over in Cupertino, Apple dropped the iPhone 16e with its first in-house modem and AI perks, but nobody cared. 👀 

Today’s issue covers HIMS & HERS pumping up its offering, retail favorites like Carvana reporting results, and other earnings pops & drops from the day. 📰

Here’s the S&P 500 heatmap. 9 of 11 sectors closed green, with healthcare (+1.30%) leading and materials (-1.18%) lagging.

Source: Finviz.com

And here are the closing prices: 

COMPANY NEWS
No More Half Measures: HIMS & HERS Promises Bigger, Stronger Results 💪 

Hims & Hers just went full throttle on your personal well-being by snatching up an at-home lab testing facility (Sigmund NJ LLC, a.k.a. Trybe Labs). They want to keep you at peak performance so you can flex your health stats with confidence. 🫡 

A quick prick of the finger, and you’ll know if your hormone levels are standing at attention or losing steam. It’s all about delivering the goods on everything from cholesterol and liver function to testosterone, thyroid, and cardiac risk.

While some investors were immediate believers, skeptics were quick to point out that what is being described sounds a lot like what the infamous Elizabeth Holmes of Theranos tried selling not too long ago.

HIMS considers this acquisition a hard push toward a future where your health data works for you. No half measures, no limp strategies. Just straightforward access to personalized care so you can stay in control. 💊 

Source: Stocktwits

HIMS closed with a +17% gain and another new all-time high. It’s up +180% since the beginning of the year. But what happens after today’s big move? Here’s what Stocktwits users said:

Source: Stocktwits

It appears everyone’s eye is on the sky. At least while the momentum continues… 👀 

SPONSORED
PE Funding Secured: $100MM+ Dermatology Disrupter Opportunity Closing Soon

🧪 Survivor to founder… Facing an infection with a 70% fatality rate and no available cure, Bradley Burnam decided to develop one himself and Turn Therapeutics was born. The $123M company is on a mission to deliver unparalleled advancements in advanced wound care, eczema, and onychomycosis– a combined $25B+ market. 

🤝 Backed and funded… With already $15M+ in total funding, the company built on the back of Burnam’s cure received a commitment from PE group, GEM, to purchase up to $75 million of stock upon a public listing.

🚀 NASDAQ ticker secured…Turn Therapeutics was granted its Nasdaq ticker, TTRX. The company is inviting all investors to join its crowdfunding campaign on StartEngine: a unique opportunity to be an early investor in a biotech company that has the potential to revolutionize healing.

⏰ Closing soon… This campaign will be ending in less than 30 days, so don’t miss your opportunity and invest today!

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

EARNINGS
Carvana Crushes Earnings—Investors Panic Anyway 🚘️ 

Carvana posted record-breaking Q4 and full-year 2024 results, raking in $13.67 billion in revenue, $404 million in net income, and a jaw-dropping $1.38 billion in adjusted EBITDA. 🤯 

Retail unit sales jumped 50% YoY in Q4 and 33% for the full year, making them the most profitable public auto retailer in U.S. history by adjusted EBITDA margin. You’d think investors would be thrilled—but the stock is getting obliterated in after-hours trading, down -12%. 

Source: Stocktwits

Things That Might Be Spooking Investors 😱 

• Guidance Jitters: While Carvana says 2025 will bring “significant growth” in retail units and adjusted EBITDA, they didn’t give precise numbers. Investors hate vague optimism.

• Margin Concerns: A 3.0% net income margin and 10.1% adjusted EBITDA margin are impressive, but if growth slows even a little, those numbers could shrink fast.

• Used Car Market Risks: The broader auto market is still volatile, with fluctuating demand and high interest rates potentially putting pressure on future sales.

The Bottom Line

Carvana had a monster year, proving they can scale profitably. But in this market, even blowout earnings aren’t enough if Wall Street sniffs out any weakness. 👃 

EARNINGS
FVRR Dives, SEDG Survives, ETSY Barely Arrives 🚦 

No High FVRR Here ☹️ 

Fiverr crushed it in 2024, posting double-digit revenue growth and a 20% adjusted EBITDA margin while launching a freelancer equity program and an AI-powered platform, Fiverr Go. Services revenue skyrocketed 102% YoY, though active buyers dipped 10%, signaling a shift toward higher-spending users rather than broad adoption. 🔕 

Source: Stocktwits

Stocktwits users are extremely bullish (Sentiment Score: 95) with massive engagement (Message Volume Score: 92), hyped over Fiverr’s upmarket expansion and AI-powered future. 🤖 

SEDGing Its Bets: SolarEdge Shines 🌞 

SolarEdge is deep in its comeback arc, cutting losses from last quarter’s billion-dollar write-down while clawing back to positive free cash flow. Revenue still dropped 17% QoQ, margins remain brutally negative, and guidance suggests a slow crawl out of the hole in 2025.

Source: Stocktwits

Stocktwits sentiment is highly bullish (Sentiment Score: 88), and traders are engaged (Message Volume Score: 85), banking on a turnaround despite fundamental headwinds.

ETSY Turvy 🌀 

Etsy pulled off a revenue increase despite a 6.8% GMS drop, proving sellers and ads carried the platform while buyers cut back. Profitability soared 56%, but active buyers fell, and Q1 guidance hints at more struggles ahead.

Source: Stocktwits

Stocktwits users are overwhelmingly bearish (Sentiment Score: 14), though engagement is high (Message Volume Score: 93), as traders expect more pain before any signs of a comeback. 😬 

STOCKS
Other Noteworthy Pops & Drops 📋️ 

Strategy Inc. ($MSTR -5%): Announced a $2 billion convertible note offering to buy more Bitcoin, bringing its total BTC holdings to 478,740 at an average cost of $65,033. It also disclosed laying off over 20% of its workforce in the past year as part of a broader cost-cutting effort.

TruGolf ($TRUG +26%): Raised its 2024 sales forecast to a record $22.5 million, citing strong demand for its upgraded golf simulators. The company also boosted its EBITDA guidance and announced plans to expand its franchise network.

CVR Energy ($CVI +7%): The refiner posted a smaller-than-expected Q4 loss of $0.13 per share versus estimates of a $0.62 loss. Despite weaker refining margins due to global demand concerns, the company remains optimistic about summer crack spreads and upcoming maintenance improvements.

Shift4 Payments ($FOUR -17%): Announced a $2.5 billion deal to acquire Global Blue, financed with cash and a $1.8 billion loan. Shift4 also reported strong Q4 results, with earnings of $1.35 per share, beating estimates of $1.15.

Light & Wonder ($LNW +4%): The gaming company agreed to acquire Grover Gaming’s charitable assets for $850 million, with an additional $200 million earnout. The deal aligns with its cross-platform strategy and is expected to close in Q2 2025.

Toll Brothers ($TOL -6%): The luxury homebuilder missed Q1 earnings estimates, reporting $1.75 per share versus the expected $2.04. While home deliveries rose 3%, declining sales and affordability concerns weighed on the outlook, though full-year guidance was reaffirmed.

Occidental Petroleum ($OXY +4%): Q4 revenue fell 9% YoY to $6.84 billion, missing expectations of $7.14 billion, though adjusted earnings of $0.80 per share beat estimates. The company continues to focus on debt reduction and asset sales following its CrownRock acquisition.

WHAT’S ON DECK
Tomorrow’s Top Things 📋

Economic data: Jobless Claims (8:30 am EST), Fed Golsbee Speech (9:35 am EST), EIA Natural Gas (10:30 am EST), EIA Crude Oil (12:00 pm EST), Fed Musalem Speech (12:05 pm EST), Fed Barr Speech (2:30 pm EST), and Fed Kugler Speech (5:00 pm EST). 📊

Pre-Market Earnings: Alibaba ($BABA), Jumia ($JMIA), Walmart ($WMT), Bilibili ($BILI), Cenvovus Energy ($CVE), Hasbro ($HAS), Talkspace ($TALK), Unity Software ($U). 🛏️

After-Hour Earnings: Dynavax ($DVAX), MercadoLibre ($MELI), Dropbox ($DBX), Booking ($BKNG), Celsius ($CELH), Block ($XYZ), Indie Semiconductor ($INDI). 🎧

P.S. You can listen to all of these earnings calls and more straight from the Stocktwits app or website. You’ll find them on the calendar page and individual symbol pages once they’re set to begin! We’ll see you there. 👍

Links That Don’t Suck 🌐

🤖 X doubles its Premium+ plan prices after xAI releases Grok 3

☢️ US launches nuclear missile to show ‘readiness’ amid fears of WWIII

🧠 Thinking Machines Lab is ex-OpenAI CTO Mira Murati’s new startup

🛒 Walmart is getting a bump from a surprising cohort: Wealthier shoppers

📦️ Forever 21 is in talks with liquidators, indicating it’s struggling to find a buyer

🕹️ NetEase raises fears it is unloading its overseas game properties, hurting U.S. gaming

✈️ It feels like there are suddenly way more plane crashes and incidents. Here’s the truth

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