Schaeffer's Top Stock Picks for '25

2 Big Tech Giants Reporting Earnings Tonight

Investors are watching Amazon.com in particular

Deputy Editor
Aug 3, 2023 at 1:42 PM
facebook X logo linkedin


A few tech giants are slated to step into the earnings confessional this week, and investors are hopeful that the reports can help the tech-heavy Nasdaq Composite Index (IXIC) step out of its slump. Big Tech names Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc (NASDAQ:AAPL) are scheduled to report their results after today's close, with earnings from Airbnb Inc (NASDAQ:ABNB) due out as well. 

Can Amazon.com Write a New Post-Earnings Story?

Amazon is expected to turn in second-quarter earnings of 35 cents per share on revenue of $131.5 billion. The e-commerce platform has been under a microscope of late, as investors cheer on recent cost reductions and the exponential growth of Amazon Web Services (AWS). Ahead of the event, AMZN was last seen up 0.5% at $128.89.

This also presents a chance for the stock to rewrite its post-earnings past. Over the last eight next-day sessions, Amazon stock finished higher just twice, with three consecutive losses seen after its last three reports. The stock has averaged a next-day swing of 8.4%, regardless of direction, which is slightly lower than the 9% the options pits are pricing in this time around. 

One of the best performers in Big Tech this year -- and on the market in general -- AMZN is up more than 55% in 2023. This rise is well above the 17.5% gain posted by the SPDR S&P 500 ETF Trust (SPY). 

Analysts Not Too Optimistic About Apple's Quarterly Report

According to FactSet estimates, analysts expect Apple to turn in its third-straight 12-month drop in quarterly revenue after it reports this afternoon. The analysts in question see declines in sales across the company's products, though they believe the services division should be profitable. Earnings per share are anticipated to come in at $1.19 on revenue of $81.7 billion.

At last glance, AAPL is down 0.3% at $191.95. The equity is also outpacing the SPY in 2023, up 47.7% with support from its 30-day moving average.

Regarding Apple stock's next-session performances, it swung higher five times over the last two years. This includes four-straight pops following its last four reports. The stock's historical 4% swing is slightly less than the 4.8% move options traders are pricing in now. 

Put Trader Blast Airbnb Before Earnings

Taking a looking at a smaller online services firm, Airbnb is expected to show an increase to 78 cents per share for the second quarter. Revenue, meanwhile, is anticipated to jump up to $2.42 billion. Last seen down 1.8% at $141.98, ABNB still sports a 65.6% year-to-date lead, though it's lost more than 7.5% this week.

Bears are out in droves before the report, with more than 50,000 puts traded so far today -- triple the intraday average amount. New positions are opening at the top two most popular contracts, the weekly 8/4 135- and 137-strike put, respectively. 

Airbnb stock has a history of moving higher after earnings, finishing five out eight last next-day trading days higher. The options pits are pricing in a 10.7% move this quarter, regardless of direction, which is higher than its historical 8% move.

 
 

Which of These SUB-$5 Stocks Could 26x From Here? (AD)

He called a rare 11x on Tesla…

Then he called a 26x on Workhorse…

Then an even rarer 35x on Nio Inc…

Now Tim Bohen says these 5 tiny “America First” stocks are next up in 2025.

They’re trading for less than $5 right now.

But thanks to Elon & Trump’s new alliance…

They could be off to the races in Trump’s first 100 days.

And right now for a limited time…

You can get the names & tickers for just $1 here. (AD)

10 Stock Picks FREE
 
 

Featured Articles from Trusted Partners:

🚀 One Stock Pick Could Change Everything in 2025
What if one stock pick could define your success next year? Get 10 expert-vetted stocks set for 2025—plus 5 bonus picks to watch now. Get the Report →

🆕 New Options Need New Trading Strategies
Zero-DTE options are the newest (and hottest) options to trade.  Professional traders have rushed into the market and are making a mint.  Don’t get left behind - learn all about these options, how to trade them, market setups to profit from, plus much more. Download now →

👀 Revealed: 3 Defensive Stocks for Your Portfolio
Worried about the market? This free report reveals 3 under-the-radar defensive stocks for uncertain times in any kind of economy.

 

 
 

FREE Report Download

 

Follow us on X, Follow us on Twitter