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Today's Big Losers: CLWR, SD, AOL, RFMD, INSP

 November 05, 2010 05:00 PM
 

Shares of Clearwire Corporation (NASDAQ: CLWR) plunged more than 5% on Friday a day after the company said in a regulatory filing that the expected continued losses from operations and the uncertainty about its ability to obtain sufficient additional capital raises substantial doubt about its ability to continue as a going concern. The company said that it has not yet secured future funding and is actively pursuing a number of options to resolve its need for additional capital. The company is in discussions with a number of its major shareholders and other third parties about a number of options, including potential strategic transactions, additional debt or equity financings and/or asset sales. It is also implementing a series of significant cash conservation measures to reduce costs, including: a substantial reduction in sales and marketing spending, a suspension of additional retail channel market launches of the CLEAR-branded operations in select markets including Denver and Miami, delays in the introduction of CLEAR-branded smartphones, a substantial reduction in the contractor workforce, a 15% reduction in the number of employees, and the discontinuation of development activities for sites not required for its current build plan.

SandRidge Energy, Inc. (NYSE: SD) tumbled more than 12% after the company posted weaker-than-expected quarterly results, hurt by losses tied to derivatives contracts.

AOL, Inc. (NYSE: AOL) slumped more than 3% after Miller Tabak lowered its rting on the company to Neutral from Buy and cut its price target to $25 from $32. In a research note to clients, the firm said "We are downgrading our recommendation on AOL Inc. (Neutral-ST Target $25, LT $38) and reducing our short-term (6-month) target from $32 to $25, which is the new low-end of our DCF valuation range. The high-end of $38.78 is the basis for our reduced LT (18 months+) target of $38 from our prior $44, due to the reduction in our OIBDA estimates in 4Q10 and beyond. The average of the two DCF valuations is $32.10, which could still be our 1-year target assuming the company executes on its plan and investors see the progress toward 2H11 revenue growing at online ad industry rates, as CEO Tim Armstrong has suggested is possible."

RF Micro Devices Inc. (NASDAQ: RFMD) declined more than 2% on Friday after Davenport cut its rating on the company to Neutral from Strong Buy.

Shares of InfoSpace Inc. (NASDAQ: INSP) plunged more than 18% on Friday, a day after the company reported that it swung to a third-quarter loss of $102 thousand, or breakeven per share.  That compares with a profit of $1.81 million, or 5 cents per share, in the year-earlier quarter.

Disclosure: Author doesn't own any of the stocks discussed here.

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