Conversations with Jaguars – August 6 ($IWM, $MAXR, $MMS, $PGNY, $SITM, $VIPS, $NTNX)


With macro data showing sequential QoQ improvement, look for a breakout in Russell $IWM. Impressive quarter $MAXR and stock guided higher by +10% as book-to-bill ratio improves and we are still waiting for NRO orders. $MMS continues to benefit from contact tracing orders, huge beat on top line revenues this morning. $PGNY despite all covid disruptions posted +16% YoY revenue growth but guides conservatively. Bullish case for $VIPS as its fulfillment cost containment measures continue to improve margins. Jag Top Pick $SITM guided higher after impressive beat and discussion of several new product announcements. Watching $NTNX for breakout which has seen improving channel checks and Sep/Oct call accumulation lately.