Back to top

Image: Bigstock

The Zacks Analyst Blog Highlights: Disney, Chipotle, Ford, Gilead and Snap

Read MoreHide Full Article

For Immediate Release

Chicago, IL – February 5, 2020 – announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Walt Disney Company (DIS - Free Report) , Chipotle CMG, Ford Motor Company F, Gilead Sciences GILD and Snap Inc. SNAP.

Here are highlights from Tuesday’s Analyst Blog:

Disney, Gilead & Snap Post Mixed Quarters, Chipotle Beats

Lots of fresh Q4 earnings results to sift through after Tuesday's closing bell, so we will dive right in with The Walt Disney Company, which beat bottom-line estimates by a solid dime to $1.53 per share, on revenues of $20.8 billion, which slightly missed the Zacks consensus. The company did particularly well in its direct-to-consumer business, with Disney+ subscribers reaching 26.5 million (compared to estimates of 20-25 million).

Its Studio segment grew more than 100% on the strength of its Frozen II and Star Wars: The Rise of Skywalker offerings in the quarter. For Parks, Experiences & Products, shutdowns of Disney amusement parks in Shanghai and Hong Kong related to coronavirus concerns was the only major dent in the quarter. CEO Bob Iger mentioned he does not know exactly when the parks will be re-opened. For more on DIS' earnings, click here.

Chipotle also outperformed estimates on its bottom line -- $2.86 per share versus expectations of $2.74 -- as well as the top: $1.44 billion in sales surpassed the $1.40 billion analysts were looking for. Same-store sales were up big in the company's Q4, +13.4% from an estimated 9.5%. Digital sales rose 78.3%, thanks to the addition of "Chipotlanes" -- the restaurant's order-ahead drive-thru service. Digital sales now account for 18% of Chipotle's business. For more on CMG's earnings, click here.

Ford Motor Company posted a big miss in its Q4 earnings: 12 cents per share versus 17 cents anticipated. Revenues were close to in-line but a little light: $36.7 billion from the $36.79 billion in the Zacks consensus. China, in particular, was down $207 million in the quarter, while guidance for full-year 2020 comes in lower than the Zacks consensus $1.21 per share. This amounts to Ford's first bottom-line miss in the last four quarters.

Gilead Sciences put up mixed results in its Q4 report, posting just $1.30 per share versus expectations of $1.68, on sales that easily outpaced our consensus, $5.88 billion versus $5.73 billion. Its HIV treatments brought in $4.6 billion in sales while its Hep-C treatments fell short of the mark. Guidance was also light going into Q1. This is Gilead's second earnings miss in a row, and the fifth of the last 12 quarters. For more on GILD's earnings, click here.

Finally, Snap Inc. also had a mixed Q4, with 3 cents per share outpacing the $0.00 we had expected (and the -4 cents per share in the year-ago quarter), while $561 million in revenues was a tad below expectations. Its revenue per user came in 4 cents light of estimates, though top-line guidance for Q1 looks stronger than the Zacks consensus of $456.7 million. Daily Active Users were also slightly better than expected at 218 million.

7 Best Stocks for the Next 30 Days

Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers “Most Likely for Early Price Pops.”

Since 1988, the full list has beaten the market more than 2X over with an average gain of +24.7% per year. So be sure to give these hand-picked 7 your immediate attention.

See 7 handpicked stocks now >>

Join us on Facebook:

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339                                                                  

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release.

In-Depth Zacks Research for the Tickers Above

Normally $25 each - click below to receive one report FREE:

The Walt Disney Company (DIS) - free report >>