


BofA $DXCM expecting to have full supply back in the channel by the end of Q1 and is not expecting a revenue impact in Q1. ·raise PTto $105 from $90 as growth is looking more durable (non insulin/pipeline) as EPS goes higher with 15 day.
Applied Materials — The chipmaker tumbled 8.2% after issuing a softer-than-anticipated revenue outlook that overshadowed better-than-expected quarterly results.
DexCom $DXCM has released its quarterly earnings. Revenue of $1.11B (+7.68% YoY) beats by $14M. EPS of $0.45 (-10.00% YoY) misses by $0.05.

Applied Materials Inc. reported its quarterly earnings, posting a revenue of $7.17 billion, which represents a year-over-year increase of 6.84% and exceeded estimates by $26 million. The company's earnings per share (EPS) also beat expectations, coming in at $2.38, up 11.74% year-over-year, surpassing estimates by $0.09. Despite these positive results, the stock fell approximately 8.2% due to a weaker-than-expected revenue outlook for the next quarter, attributed to tighter U.S. export controls on chipmaking technology and a decline in sales to China. The company anticipates a $400 million impact from these export controls in 2025. In contrast, Agnico Eagle Mines Ltd. reported a revenue of $2.22 billion, which was 26.58% higher year-over-year but missed expectations by $46 million. The EPS of $1.26 was a notable increase of 121.05% year-over-year, exceeding estimates by $0.08. DexCom Inc. also released its earnings, reporting a revenue of $1.11 billion, a 7.68% increase year-over-year, beating expectations by $14 million. However, its EPS of $0.45 fell short of estimates by $0.05.