$FCPT

Upgrades 8/1: $CFR $CL $ES $LTC $PAA $PAGP $TGT . Downgrades 8/1: $ABBV $AEO $BMBL $CE $CHTR $CMCSA $CORT $DECK $EMN $ESRT $FBNC $FCPT $LCII $LYB $MHK $PAA $POR $PUBM $RARE $REI $SFST $SWK $TBLA $VOD $WEBR

Industrials & Materials CH Robinson Worldwide ($CHRW) 3Q EPS $1.85 vs est. $1.42 on revs $6.3B vs est. $5.43B; said revs beat driven primarily by higher pricing and higher volume across most of our services; Operating expenses increased 26.7% to $533.4M and personnel expenses increased 32.0% to $399.9M; IDEX Corp. ($IEX) 3Q adj EPS $1.63 vs est. $1.59 on sales $712Mm vs est. $697.4Mm; narrows FY adj EPS to $6.30-6.33 from prior $6.26-$6.36 and vs est. $6.31 Technology, Media & Telecom Alphabet ($GOOGL) Q3 EPS $27.99 vs. est. $23.48; Q3 revs $65.11B vs. est. $63.34B; qtrly google advertising rev $53,130 mln vs $37,095 mln; qtrly operating margin 32 % vs 24 %; says Google Play sales growth in current qtr will be muted due to fee, usage changes; and expects sales and marketing expenses to be elevated during holiday season AMD Inc. ($AMD) 3Q adj EPS $0.73 vs est. $0.67 on revs $4.3B vs est. $4.12B, gross margin 48% in-line with estimates; qtrly computing and graphics revs $2.4B +44%; qtrly enterprise revs $1.9B +69%; guides 4Q revs about $4.4-4.6B vs est. $4.25B, sees 4Q adj gross margin about 49.5% vs est. 49.6% Microsoft Corp. ($MSFT) 3Q EPS $2.71 vs est. $20.7 on revs $45.3B vs est. $44B; azure and other cloud services revs +50%; server products and cloud services revs +35%; LinkedIn revs +42%; productivity and business process +22%; guides Q2 revenue $50.15-$51.05B vs. est. $48.92B as sees Q2 Productivity and Business Processes revenue $15.7B-15.95B, Intelligent Cloud revenue $18.1B-18.35B and More Personal Computing revenue $16.35B-$16.75B Texas Instruments (TXN) 3Q EPS $2.07 vs est. $2.05 on revs $4.64B vs est. $4.66B; guides 4Q revs $4.22-4.58B vs est. $4.44B Twitter ($TWTR) 3Q adj EPS ($0.54) vs est. $0.15 on revs $1.28B vs est. $1.14B; guides 4Q revs $1.5-1.6B vs est. $1.44B; 3Q avg MDAU 211Mm (US 37Mm, Int’l 174Mm); expect 4Q MDAU to grow at/above 3Q rate of 13% yoy Agilysys, Inc. (AGYS) 2Q adj EPS $0.18 on revs $37.9Mm; guides FY revs $160-170Mm vs est. $167.2Mm F5 Networks (FFIV) Q4 adj EPS $3.01 vs est. $2.75 on revenue $682M vs est. $671.7M; sees Q1 adj EPS $2.71-$2.83 vs est. $2.76, revenue $665M-$685M vs est. $667.2M; sees FY22 revenue +8-9% Juniper Networks (JNPR) Q3 EPS $0.46, in-line w ests; Q3 revs rose 4% to $1.189B vs. est. $1.2B; sees Q4 revs about $1.265B plus/minus $50M vs. est. $1.2B Littlefuse (LFUS) 3Q adj EPS $3.95 vs est. $3.15 on revs $539.6Mm vs est. $518.8Mm; guides 4Q sales $503-517Mm vs est. $494.75Mm, sees 4Q adj EPS $2.80-2.96 vs est. $2.69 Tenable Holdings (TENB) shares rise 10%; Q3 EPS $0.07 vs. est. $0.02; Q3 revs $138.7M vs. est. $134.53M; sees FY21 EPS $0.31-$0.32 vs. est. $0.28 and revs $535.1M-$537.1M vs. est. $530.08M; sees Q4 EPS $0.02-$0.03 vs. est. $0.04 and revs $143M-$145M vs. est. $141.99M Teradyne (TER) Q3 adj EPS $1.59 vs. est. $1.43; Q3 revs rise 16% to $951M vs. est. $932.9M; sees Q4 revs $820M-$900M vs. est. $850.6M; sees Q4 EPS $1.14-$1.40 vs. est. $1.18 Manhattan Associates (MANH) 3Q adj EPS $0.71 vs est. $0.54 on revs $169.2Mm vs est. $164.2Mm; guides FY adj EPS $2.12-2.14 vs est. $2.04, sees FY revs $653-655Mm vs est. $648.4Mm Spotify Technology SA ($SPOT) Q3 revenue rose 27% to 2.50 billion euros, beating the 2.45 billion expected; reported a 19% jump in paid subscribers for its premium service to 172 million, just beating analysts’ expectations of 171.7 million; total monthly active users rose 19% to 381 million. Arteris ($AIP) 5M share IPO priced at $14.00 Informatica ($INFA) 29M share IPO priced at $32.00 REITs Digital Realty ($DLR) 3Q core FFO/share $1.65 vs est. $1.62 on revs $1.1B vs est. $1.1B; raised FY core FFO/share view to $6.50-6.55 from $6.45-6.50 vs est. $6.50 Equity Residential ($EQR) Q3 EPS $1.15, normalized FFO $0.77 vs est. $0.75, revenue $623.2M vs est. $606.3M; achieved positive Q/Q same-store revenue growth for first since pandemic began; sees Q4 FFO $0.76; now sees FY FFO $2.98-$3 from $2.89-$2.99, also raised FY guidance ranges for same-store revs, NOI, EPS Essex Property ($ESS) Q3 core FFO/share $3.12 above guidance range $2.98-$3.10, EPS $1.82 vs est. $1.01; same-property revs +2.7% YoY, +3.2% sequentially due to increase in scheduled rents and lower levels of concessions and delinquencies; sees Q4 EPS $0.99-$1.09, raised FY EPS view to $6.39-$6.49 from $5.42-$5.66; raised midpoints of FY guidance for same-property revs by 0.2%, NOI by 0.3%, and core EPS by $0.11 to $12.44 Four Corners Property ($FCPT) 3Q FFO/share 0.38 vs est. $0.38, EPS $0.28 vs est. $0.27; proposes 3Q dividend $0.3175/share UDR Inc. ($UDR) Q3 adj FFO $0.46 vs est. $0.51 on revs $329.8M vs est. $319.9M; sees Q4 adj FFO $0.46-$0.48, full-year adj FFO $1.82-$1.84 from $1.79-$1.83 (est. $2.01)

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