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3 Stocks Plunging After Earnings, Options Traders Respond
LYFTLyft(LYFT) Schaeffers Investment Research·2025-02-12 18:18

Group 1: Lyft - Lyft's stock decreased by 3.1% to 13.94afterfourth−quartergrossbookingsof13.94 after fourth-quarter gross bookings of 4.28 billion fell short of the 4.32billionestimate[2]−Thecompany′sfirst−quarterguidanceof4.32 billion estimate [2] - The company's first-quarter guidance of 4.05-4.20billionalsomissedanalysts′forecastof4.20 billion also missed analysts' forecast of 4.24 billion, raising concerns about growth amid increasing competition [2] - Options trading for Lyft is significantly active, with 141,000 calls and 85,000 puts traded, which is six times the intraday average [3] Group 2: Vertiv - Vertiv's stock dropped by 7.8% to 113.63despitebeatingfourth−quarterexpectations[4]−Thecompanyexpectsfirst−quarteradjustedearningspershare(EPS)between113.63 despite beating fourth-quarter expectations [4] - The company expects first-quarter adjusted earnings per share (EPS) between 0.57 and 0.63,whichisbelowthe0.63, which is below the 0.63 analyst estimate [4] - Vertiv's full-year EPS forecast of 3.50to3.50 to 3.60 also disappointed, with the midpoint falling below expectations [4] Group 3: Zillow - Zillow's stock fell by 10.3% to 77.42afterissuingdisappointingfirst−quarterguidance,despitearevenuebeatinQ4[6]−Thecompanyexpectsfirst−quarterrevenuebetween77.42 after issuing disappointing first-quarter guidance, despite a revenue beat in Q4 [6] - The company expects first-quarter revenue between 575 million and 590million,whichisbelowthe590 million, which is below the 599.8 million analyst estimate, raising concerns about future growth in a sluggish housing market [6] - Zillow's options market is seeing increased activity, with 14,000 calls and 13,000 puts traded, five times the intraday average [7]