Hey everyone
During the last earning session where We watched the earning for Q2 and S1 2025, some very watched stocks got "bad earning". I can give three examples :
– Coreweave : missed earning and a bigger debt …
– Innodata : missed earning and maybe they will not satisfy their promesse of hyper growth.
– TSSI : missed earning, and slow the growth cause of lack of means. Moreover, Dell, their main partner, is not in a "good situation"
I guess investor has just forgotten this moment because today :
– Coreweave has got 33% in few days since the bounce back.
– Innodata got 59% in the same period (Since 4 september)
– TSSI has gone up 30% …
It's just crazy how the US stockmarket can offer this kind of script. I've never seen the market goes back so quick and strong to "bad" stocks. Usually, the market let the stock dying upto the next earning. The best example is Arista Network : very good earning but not enough for the market in January. The stock dropped slowly … upto summer earning where the earning were very very good.
It's euphoria ?
"Bad" stocks get a strong bounce back !
byu/SidonyD inStockMarket
Posted by SidonyD
1 Comment
The stocks you named are not Bad at all . They were poised to bounce back because they were technically oversold . Specially Innodata is better company in AI space and having 5 of MAG 7 companies as client and the reason the stock price got hit hard after the last earning is that it did not recieve 8 million revenue before 30th June so the q2 quarter revenue fell sort of the expectation otherwise the stock price would have reached $80+. However it is gonna do much better in q3 . Coreveave is also good company but the stock price had extra ordinary run after IPO and the expectation went so high before the earning that it did not obviously meet the expectation. So chill . Good companies never die.