Morning Preview: Lululemon’s New CEO, Facebook’s Drop, and Blackberry’s Earnings

On StockTwits, we love sentiment and message volume. They change quickly and rapidly with big announcements or news. In today’s morning preview we’re taking a look at 3 stocks that have seen huge changes in social sentiment. Here they are:

1.) Lululemon ($LULU) reported earnings this morning and the immediate reaction on StockTwits has been bearish. Some of the attention has been focused on $LULU’s new CEO Laurent Potdevin. On StockTwits, message volume has been creeping up over the last several weeks and today it’s on pace to hit a new 1-month high above 200 messages:

new $LULU ceo Laurent Potdevin: "As we move in 2014, we are reflecting on our learnings w humility & are entirely focused on our future"

— marina strauss (@MarinaStrauss) Mar. 27 at 07:40 AM

lululemon athletica inc (NQ: $LULU) is looking for Q1 EPS of $0.31-0.33 vs $0.38 analyst estimate. Sees sales of $377.0M vs $389.40M.

— TheYield (@TheYield) Mar. 27 at 07:16 AM

contd fr $LULU ceo Laurent Potdevin: "2014 is an investment year w an emphasis on strengthening our foundation reigniting our product…

— marina strauss (@MarinaStrauss) Mar. 27 at 07:41 AM

$LULU company not as flexible on outlook at analysts were expecting – skin tight margins – longs to sweat out another quarter

— uranium pinto beans (@UPB) Mar. 27 at 08:11 AM


2.) As you’ve probably heard, Facebook ($FB) recently bought the virtual reality company Oculus Rift. They paid $2 billion for it, too. Facebook is down 10% since Monday, and now everyone is talking about it. Message volume on the StockTwits $FB stream has more than quadrupled since Monday and sentiment has fallen 10%:

$FB was fundamentally & technically the perfect short setup this am. ~$55 1st target

— Brennan Basnicki, CMT, MSc (@BrennanBasnicki) Mar. 26 at 08:50 PM

$FB – My guess is the market will now cheapen FB shares so he can no longer spend this expensive currency on his wild fantasy ideas.

— Jeff Farley (@TradeInTheZone) Mar. 26 at 05:24 PM


3.) Blackberry ($BBRY) reports earnings on Friday. Blackberry is one of the most popular streams on StockTwits with message volume sometimes rising above 5,000 messages. When they announce earnings tomorrow, we are sure message volume will spike that high once again. While Blackberry is one of the most watched stocks on StockTwits it is also home to many bulls. Sentiment rarely ever dips below 90%. Short interest is a key data point right now:

Although Short-interest in $BBRY increased by just 500,000 shares, the Short Ratio (days to cover) almost doubled as avg volume cut in half

— J.C. Parets (@allstarcharts) Mar. 26 at 02:26 PM

$BBRY In the end,software is where the money is and BlackBerrys QNX can offer all platforms of OS's software anywhere anytime anyplace$$$$ $

— Keith Bert (@ZMobile) Mar. 26 at 08:20 PM

$BBRY Seems the whole world is worked up about the handset business but BBRY which is moving forward to other areas. $6 is a gift.

— mad (@madpopoff) Mar. 27 at 06:59 AM

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