U.S. Stocks To Watch: FedEx, Nike, Trump Media, Lennar, and More

Dow Jones09-20

Stock futures were falling modestly Friday, a day after the Dow Jones Industrial Average and S&P 500 closed at record highs following the Federal Reserve's half-point cut to interest rates.

These stocks were poised to make moves Friday:

Shares of FedEx were tumbling 13% after the shipping and logistics company reported fiscal first-quarter adjusted earnings that widely missed Wall Street estimates amid a slump in demand and cut its fiscal 2025 outlook. FedEx reported adjusted earnings of $3.60 a share on sales of $21.6 billion while analysts expected a profit of $4.75 a share on sales of $21.9 billion. For fiscal 2025, Fedex said it expects adjusted earnings of $20 to $21 a share, compared with a prior outlook of $20 to $22. Revenue growth was forecast in the low single-digits, compared with a prior forecast of a low-to-mid single-digit increase.

Nike announced that CEO John Donahoe would be retiring on Oct. 13 after nearly five years leading the athletic shoe, apparel, and gear company. The stock was up 6.7% in premarket trading. Donahoe will be replaced by company veteran Elliott Hill, who retired in 2020 as Nike's president of consumer and marketplace. Nike stock has struggled in recent years partially from a slowdown in China and competition from Deckers Outdoor's Hoka brand and On Holding.

Lennar posted fiscal third-quarter adjusted earnings that beat estimates and said the Federal Reserve's move this week to reduce short-term interest rates will increase housing demand. Revenue in the period rose to $9.42 billion from $8.73 billion a year earlier and beat analysts' consensus of $9.14 billion. Lennar's deliveries rose 16% to 21,516 homes, and new orders rose 5% to 20,587 homes. Shares of the home builder, however, were down 2.5%.

Trump Media & Technology, which operates the Truth Social platform, was falling 3.3% in premarket trading. Former U.S. President Donald Trump, the largest holder of stock in Trump Media, and other insider investors in the company as of Friday will be able to sell shares as the lockup period expires. Trump has said he doesn't plan to sell any stock.

MillerKnoll was down 3.6% after fiscal first-quarter earnings and revenue missed analysts' estimates and the office furniture company issued weak second-quarter guidance.

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