Winners and losers this earnings season

Which companies got praised or panned the most following their earnings reports?

By Kim Peterson Jan 24, 2012 3:47PM
Image: Woman with computer (© Don Mason/Blend Images/Corbis)Earnings season is in full swing, and already we're seeing some stocks emerge with a nice share price boost while others get hammered.

Apple (AAPL) will give one of the most highly anticipated reports of the quarter after the close Tuesday. Expect some buzz after Yahoo (YHOO) reports later Tuesday as well.

Bespoke Investment Group has a nice roundup of the best-performing and worst-performing stocks so far this earnings season. These are the stocks that saw the biggest gains or losses in the day following the earnings report.

Here are some of the winners and losers in the roundup:

The winners

F5 Networks (FFIV). Shares jumped more than 10% after the company's Jan. 18 report and have remained high since. But this may not be the best stock to get into. Jim Jubak wrote an excellent post Monday about how investor expectations are just too high for F5 right now.

Lennar (LEN). Shares rose more than 7% in the day after the homebuilder's Jan. 11 report. Perhaps investors were pleased with this conference call comment from CEO Stuart Miller: "As I look ahead to 2012, I am cautiously optimistic we have seen a bottom formed and we will start to see a market recovery."

One JPMorgan executive talks about how the earnings season stacks up so far in the following video.

Post continues below.
Goldman Sachs
(GS). The squid stood out among a rocky batch of earnings from the rest of the financial sector, and shares rose nearly 7% after it reported earnings on Jan. 18. While investment banking revenue was weaker than expected, Goldman surprised investors with its ability to cut costs and its lower tax rate.

Microsoft (MSFT). Revenue rose 5% from a year earlier, and when you're talking about monstrously large levels of revenue ($20.9 billion in the quarter), a 5% gain is impressive. Shares rose 5.7% in the day after the Jan. 19 earnings report. (Microsoft owns and publishes Top Stocks, an MSN Money site.) 

Tuesday is bringing us a few more winners. Polycom (PLCM) shares jumped 17% after breezing by Wall Street estimates, and Western Digital (WDC) was up more than 6%.

The losers

Supervalu (SVU). The stock got pummeled after an earnings report that on its face wasn't that bad. But four analysts downgraded following the report, and the stock slid more than 12% after the earnings news.

Bancorpsouth (BXS). The earnings itself from this bank weren't to blame. Instead, investors slammed the company for announcing a new common-stock offering that could amount to more than $100 million in new shares. Stock fell nearly 11% on the news.

Infosys (INFY). The information-technology vendor gave a rather bleak forecast, sharply cutting its outlook for the full year and saying that in the best case, business may grow slightly in the current quarter. Shares fell nearly 9% after the Jan. 12 report.

Johnson Controls (JCI). Simply a case of missed expectations. Earnings were a couple pennies short of what analysts wanted to see. Even worse, the company dropped its full-year outlook. Investors responded by taking the stock down nearly 9% following the Jan. 19 report.

We're seeing a few more earnings stinkers Tuesday. Zions Bancorporation (ZION) was down nearly 8% in afternoon trading Tuesday, and Peabody Energy (BTU) was down more than 3%.



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