XYZ IN THE S & P WHILE ETSY & PINTEREST GOT ANALYSTS INTEREST

Mr. Bullish
Jul 21
2 min read

🍕Domino’s Pizza (DPZ)

Q2 same‑store sales grew ~3%, beating top-line estimates, but profit lagged 💸. Shares popped ~3% pre-market and are up ~6% today; +11% YTD
Misses EPS estimate of 3.93 by 3.05% only achieving 3.81 but beat revenue estimates of 1.14 billion by .07% which was actually 1.15 billion
Fundamentals: Solid sales momentum, decent multi-year CAGR (~7.8% last 3 years)
Technicals: Price chart shows upward trend, breaking recent resistance.
Analyst sentiment: Slightly bullish—most have “Hold” or “Buy” ratings; modest upside expected.

📞Verizon (VZ)

Crushed Q2 estimates: revenue $34.5 B vs ~$33.8 B expected, EBITDA +4.1% y/y
Although they lost ~9k wireless subs, top-tier plan upgrades helped raise full‑year adjusted EPS guidance to +1–3% and FCF outlook to $19.5–20.5 B
Fundamentals: Stable telecom cash machine, spectrum assets adding value
Technicals: Bullish breakout as stock jumped ~3.3% on the beat
Analyst view: Most rate “Buy” or “Hold” with $55–60 PTs; cautious about subscriber churn but optimistic on FCF.

🌍 TARIFF NEWS: TRUMP VS EU

Trump threatens 15‑20% tariffs on all EU goods, with a possible jump to 30% on autos and pharma starting Aug 1—EU readying counter‑tariffs and digital‑services penalties .

If you’re importing European wine, cheese—or browsing Target for that fancy kitchen gear—prices could get choppier. 😬

🔄 S&P 500 SWAP: BLOCK IN, HESS OUT

Block (née Square) is officially replacing Hess in the S&P 500 as of July 23, after Chevron’s $53 B Hess takeover .
Shares surged ~10–11% in reaction .
Fundamentals: Cash App growth, Bitcoin ventures, FinTech expansion.
Technicals: Strong momentum from index inclusion.
Analysts: Jefferies & Deutsche Bank both say “Buy” with PTs of $90+ (from $75), expecting gross payment volume and user growth to drive next leg

🛍️ TARGET, PINTEREST & ETSY ON WALL ST.

Target (TGT) got downgraded recently amid retail pressures—watch for slowing comps and margin squeeze
Pinterest (PINS) got upgraded by Morgan Stanley to “Overweight” (PT $45) and others, reversing earlier downgrades; cautious mixed sentiment persists—avg PT ~$39.2 .
Etsy (ETSY) upgraded by Morgan Stanley to Equal‑Weight/Neutral with PT ~$50; Jefferies shifted it from Underperform to Hold with PT $55
Fundamentals: Pinterest expanding ad biz + AI tools; Etsy cleaning up marketplace + fee tweaks = margin upside.
Technicals: Both stocks above support levels, positive trend with recent upgrades fueling momentum.

🚀 What’s Next?

1. Tariff watch: EU-US trade tensions could spook big retailers & imports.

2. FinTech roundup: Block’s momentum might keep the bulls happy—watch price target updates.

3. Retail radar: Target needs clearer earnings relief; Etsy + Pinterest are riding upgrade waves—good setup?