>> you mentioned oil prices. they have to change the narrative a little bit. we know that they have this suv, but it's also going to be a high end luxury electric car. this is the mass market product. and so if there's any pushout, and we don't get real clarity on the model three, this is what's going to drive the stock right here. so to me, i think you have to way. i don't think you buy the stock right here. i think if it goes down a whole heck of a lot, if there is the disappointment, then it could be a good buy back towards that 180 level. >> what's the options move? >> they're expecting a significant move. to dan's point, on a selloff down underneath 200, i think it's a buy. i think you have to be very

cautious. let's remember, this is essentially a technology company going forward. it's traded with oil, whether it should or should not. it has been trading with oil. to your point, dan, those are really i think some of the key metrics. the suv, how well can they do with that, and the rest of the vehicle lineups that they've got in the future. are they going to be able to produce and how are they going to rectify some of the issues. >> it's had a pretty good run of late. since the 20th, it is up by 13% along with wtf. >> we had that bounce. the range to me has been pretty defined. we talked about that range. now resistance on the upside. i'm still waiting to see. i'm sort of in the same camp the fellows have been talking about now. would rather see it pull back. >> i think you have to trade this technically. the only reason to buy this fundamentally is if you think they are actually going to change the electric grid and the way electricity is delivered

here in the u.s. if that's the case, buy it. >> that's almost like a fundamental reason to buy the stock. like changing the electric grid. >> sure! >> that's what they're trying to do. that's the valuation that people have put on it. >> how do you change the electric grid into your model? >> that's my point. you're buying a -- basically a start-up. you're buying something that could work out. so it's a buying event. that's why bk is saying buy it on technicals. >> if you're talking fundamentals, though, guy just mentioned oil. the price of oil. how much it went up. tesla, how much did it go up? >> exactly. >> it really is moving in this correlated dance right now, moving up, moving down. depends on do you feel fundamentally oil is going higher or lower? i'd rather just buy oil. >> when we're looking for guidance for deliveries, we're looking at like 55, 60,000 cars. which is crazy. that headline that they sold

maybe 120,000 cars in china. so i expect, like these guys are saying, the stock is massively in a down trend. i think there is a good chance that you get this flush on some point. >> i just want to point out this is not what happens when tesla releases earnings. they don't normally come out during our show at 5:00. they normally come out earlier. so this, guy, is an interesting vacuum of information where they get the release and the conference call and elon musk comments don't happen until after the after hours session. >> there's no gun to your head that says you have to trade tesla. but if you want to, if you have the temerity to. >> nice word. >> pete's been talking about this. the oil volatility index. there's one of those as well. that's spiked today as well. now it's been elevated for quite some time. which says to me that oil still has some on the downside.

pete said it before, whether it does it for the right reasons or the wrong reasons, tesla has been trading with the price of oil. >> today we had the eia data come out. gasoline demand is at seasonal lows over a ten-year period. the demand is just not there for the gasoline. >> mentions the oil volatility. pushed up. another new high. the movement there. the one thing i would say, is oil seems like -- i'm not seeing it has stabilized, but it's come to a point where we're seeing 48 to 52. i know it's still very volatile. that's why the volatility itself was so high. but it seems to want to hold closer to 50 at least for right now. >> here's a potential overhang too in the next couple months. since the company went public in 2010, they have done secondary share offerings. they've raised capital and

they've done that because they were losing money for a while and now they're actually making money. but i think what bk is talking about is this factory. partnering with people, but it's going to take billions of dollars to make. so last year around this time, i think they sold about $2 billion in convertible debt. i would expect at some point in the next few months, this will also happen. i don't know if it's going to be in the convert market, but they're going to be raising more capital here. so this is also a potential overhang. >> i'm glad you brought up that. the past 12 months, tesla has raised $158 million in free cash flow. and they have $3 billion in convertibles out there, which could potentially dilute existing shareholders if those are converted to equity. >> and that's a huge overhang. we talk about founders having stock. the lock-ups and all of that. this is the exact same thing. the only difference is you just don't know when it's going to come. it's a little more dangerous here. so again, elon musk, incredible mind, but he has clearly shown that he doesn't really care about the stock price so much. so you're investing in a company with a ceo that's smart, but you

know what? he could come out at any time and say we need more money. >> a ceo who's smart, but also trying to keep discipline to some degree. a lot of the time people will say, why is he saying this? why is he saying right now it's more elevated than it should be? he's trying to get folks out there to show some discipline on what exactly is going on with the stock, because they have no earnings. those numbers are extremely low. and this is something that's a project that's going forward out into multiple years. >> we mentioned only negative things about tesla. that's not to say that people here on this desk don't believe the longer term story of it. just immediately there are headwinds. >> i think it's a fantastic story. but in the here and now, there are clearly some headwinds. my thing is it's very hard to trade this fundamentally because i'm hard pressed to believe even people that cover the stock as analysts don't understand it fundamentally. so from that, meaning they have to trade it somewhat on a technical level. i think we've done a decent job with that. so i will still say this.

185 support on the downside. which has been there a couple times. 225 on the upside. was support, now resistance. you trade in that band. >> some breaking news now on greece. michelle caruso-cabrera joins us. >> reporter: a source at the meeting tells me that greece has reached an agreement in principle with the eu, but discussions are going to continue through monday. greece came under intense fire at the eu meeting. the source tells me that the country has agreed to stay in the eurozone, agreed to implement economic forums and agreed to honor debt obligations. it's been made very clear to greece that if they want more debt financing over the coming months, they're going to have to stay in some kind of program and get an extension of some kind of program. that is what still remains to be negotiated, technical details to be worked out by monday.

so i'm told an agreement in principle. that doesn't mean they have a deal. it means it could all fall apart as they try to work through these details. but right now the meeting has come to an end and they are putting together the draft agreement, or the draft statement and we'll get the details in a little bit. but right now, the pledge is to come to the cameras and say there's some kind of agreement in principle. but they're going to have to keep talking. this isn't completely done yet. >> all right, michelle caruso-cabrera, thank you so much for that update. you see there the impact that this news has had on the s&p futures. a slight jump there. i would imagine the currency markets, you could also see it in the euro. what would you do here? >> i think right now, the move has probably been made in the s&p futures and also in the euro. we jumped from 113. this is a knee jerk reaction. now we have to see what the deal is, particularly when it comes to the euro. we want to know what kind of deal they're beginning to have and how does this impact the ecb. i don't think it impacts them much. i think they're clearly still on course to do their qe and probably more. so if anything, you want to short the euro on this pop.

fxe, that's your etf. that's the other way to trade it. i wouldn't get too excited about the s&p jump on this just yet. >> so basically, you're fading this move. >> i would fade the move, without a doubt. >> i'm back into the s&p with the russell. i still think the russell will give you direction. it's going to break to the upside, which should drive the s&p further towards the upside. i also say this. the iwm has stayed at this 120 level long enough, which leads me to believe, and i've said this before, the market doesn't give you this much time to either buy the low or in this case sell the high, which probably means we're about to set up for a breakout to the upside. requi require tend to be with guy. i think there's three factors in the market right now. it's oil, the fed, and obviously greece. everybody's been discussing greece for a very long time, but that is right in front of us. oil on a day-to-day basis. and you push to the fed for something later in the year and some of the commentary as well. but in terms of this sort of a conversation right now, in terms of tomorrow, how about the fact

the way goldman sachs traded today. how about the way the financials traded yesterday as well. i think that really is something very telling. i agree with you. i think this is too much of a pop maybe early. but i still look at these financials. they've been indicating to us that there's been an appetite to come into the financials. the financials, if they can carry the s&p, i think we can go. >> if we have some positive news, particularly more positive news out of ukraine. to me, that's the bigger risk of it. we could see this break out to the upside. look at what happened to the bond market today. tlt had a nice reversal. there is unbelievable demand. the highest demand for u.s. bonds since 2011 from international players. so what does that mean? money's flowing into this country, flowing into the bond market, flowing into the dollar. does it find its way into the stock market? potentially. >> let's get to whole foods, moving higher. courtney reagan's got the details in san jose. >> whole foods turning in first quarter earnings largely in line

with wall street's expectation for the top and bottom line. good enough for a gain after hours. though a bit off the highs. the organic grocer turning in earnings of 46 cents a share, a penny beat on revenues of $4.67 billion. same store sales growth, 4.5%. about a tenth of a percent stronger than consensus. noting that comps so far in the second quarter are up 4.9%. so perhaps trending a little better than the previous quarter, at least so far. whole foods also reiterating guidance that includes sales growth above 9%. comps in the low to mid single digits. melissa, back to you. >> thank you, courtney reagan. dan nathan, wasn't this a triangle of death at one point? >> it did get killed. but here's the thing. this is a great example of a u.s. company that does not face the exposure from a strong dollar, and their consumers are benefiting from lower oil at the pump. but here's the thing. the stocks already made the move in front of this.

and courtney just said, they reiterated 10% eps growth. the stock is trading at 31 times that expected growth. so to me, after you've had this massive run over the last six months, i don't really think you're chasing here. i think the stock is back to expensive again. it is a show me story again. >> i'd much rather go with celestial. i agree with you on that. obviously getting into wal-mart. pete and i were just talking about going to our local wal-mart because they have a whole aisle of organic stuff. >> sun trust moved up their target from 50 to 62. so the aggressiveness there, i understand that if this trades at a very high valuation. when you look at the numbers, 3.1% on their comparable sales last quarter. now 4.5%. you look at those revenue numbers, another one where they met or maybe even you could call it a beat up significantly as well. so they're doing what they needed to do. they're doing things right, getting people back in.

traffic levels are up. the price tags are up. looks like right now they're getting a very good benefit of the stronger consumer right now. not the stronger dollar, obviously. stronger consumer. >> you ask yourself this. these two cool cats. you flip it around. but remember, it was in october i think -- >> on the earnings. >> whole foods reported, traded lower. i think it was $38-ish. it was a pretty lousy report. what's my pointsome well, people faded that move to the downside. now, did people fade this move here? at 28 times forward earnings, i don't know if this quarter is good enough to get the stock to that level pete just said. maybe. but i'd be more in the camp to sort of take somebody off the table here. >> the one thing i would say, though, is that we bought it only because we didn't think it was so terrible. we didn't think the quarter -- we thought the reaction was bad and overdone to the downside. i think these numbers today produced something much better than expected, just because they were able to reach the higher inline numbers. >> cisco announcing earnings in just the past hour. the company increasing its dividend. we've got the latest from the conference call, next.

plus k fireeye, tesoro, your earnings playbook coming up on "fast." ♪ first impressions are important. you've got to make every second count. banking designed for the way you live your life. so you can welcome your family home... for the first time. chase. so you can.

dad: yeah, 20 something years now. thinking about what you want to do with your money? daughter: looking at options. what do you guys pay in fees? dad: i don't know exactly. daughter: if you're not happy do they have to pay you back? dad: it doesn't really work that way. daughter: you sure? vo: are you asking enough questions about the way your wealth is managed? wealth management at charles schwab.

just refreshing the tesla website, its shareholder letter on q4 earnings has, in fact, been released. we are waiting for it to download at this point. you see the stock there moving a little bit lower, as far as we can see at this point. let's talk about what we're looking for. a lot of people on the street were expecting deliveries to come in short by 1,500 to 2,000 vehicles. so that's a key number. >> i don't think you have to jump in and trade this stock. we have a two and a half-hour gap here between the earnings and the conference call. the key has been wait for that call. because on the call, a lot of things change. so trading 205, 206 at this point in time? it's kind of in that no man's land that we just talked about. if it got down to 195, bk might go for it. >> just looking at what i see coming across the wire. actually guided to about 55,000 model ss and model xs.

they're talking about shipping the model x in probably very limited numbers in about six months. probably at the low end. i think bulls are probably looking at 60 or slightly above. the other number is 11,627 deliveries, that is slightly below. we've already heard about the problems in china. coming through, it doesn't sound like a disaster. >> let's go to phil lebeau, who has more on the earnings. phil? >> and melissa, we're looking at the letter right now, trying to get some perspective in terms of earnings per share. a couple of those points that stood out there, that they did meet the production goal of 35,000 vehicles for all of 2014. including a little more than 11,600 for the fourth quarter. so when you look at their full year results, which we're just getting into right now, it looks like -- and again, you have to

pardon us here, because we're just looking at this at the same time everybody else is. as we look at this, a little too hard to say at this point. we're going to digest these numbers, melissa, and we'll get back to you because we're having problems with the update on the page of our computer. so as soon as we get that, we'll be back with you. >> yeah, i mean, clearly this is very different from a normal -- or, you know, the release of a lot of other companies where the numbers are right up front. this is an actual letter to shareholders written presumably by elon musk, so there's a lot to read here. >> some of us are slower readers. >> i zipped through that. i'm on to the next letter. >>. >> may need to put those to use. >> i traded again. i think it's going to give you a shot. i think you might get that 185 print into the 730 release. there are very few people that are going to trade this thing

from now until 730. tomorrow morning you wake up. i think risk/reward sets up very favor favorably. you have to define the parameters and know what you're risking. >> we have a chart right here. we've been looking at this one. this has been like a triangle of death. it went down to that level you were talking about in mid january. that support level between 200 and 180, that's really where it has to hold here. and if it doesn't really hold beyond that, i think it could be lights out. i think you could see a round trip. if you're thinking about it in the long term, this is a stock that has got a $27 billion market cap. that's almost half of gms. you know what they're expected to do in sales in 2015? 3.5 billion. gm is expected to have $160 billion in sales. i think you have to put this in a speculative pocket and i think you have to buy it when it's coming your way. >> i think the important point is that 180 level as your

stopout, right? this is not the type of stock where you can hope it's going to get better. if you break that 180 level which has been support for several years now really, then you've got a lot of downside on it. so if you buy it in the 190s and miss the absolute bottom, you've got to cut it. >> let's delve into these numbers, bring in ben kallo. thanks for phoning in. what are the highlights, and do you agree with the stock's reaction in the after hours session, now down about 4.5%? >> thanks for having me on. no, i don't. i think the stock will wind up higher tomorrow. the things that we're looking at, the 55,000 number, obviously very important. lower than my number, but ahead of where the whisper numbers were at on the street, so that's good. lots of bearishness, like we heard you guys talking about. they're sticking to their q3 delivery target. so that is good. if i looked down deeper into the gross margin number, impacted

very heavily because they produce in the u.s. gross margin looks pretty solid. they're talking about ending 2015 at a 30% level. so that's up from, you know, the high 20% here. showing continued growth margin expansion. i like that as well. i think we can get on the call here more from elon. discussing other markets. you guys mentioned energy storage. i think that's going to be a big part of 2015 as they continue to roll that product out and get closer to the big battery factory. >> you just mentioned the gross margin. you like the direction they're going. they expanded here. why are they posting this loss per share, which is a huge swing versus the gain that was expected in the quarter if margins are going up? >> yeah, it has to do with the number of vehicles. we're modelling a little higher vehicles. the quarter was known to be bad, so i think that's the price into this stock here. it's really largely on a currency impact. and a short-term one. they do get a currency benefit from panasonic and the sales

that they buy. it takes a couple quarters. >> ben, we've all mentioned this. whether it's justified or not, the same thing with the solar stocks. tesla appears to trade with the way oil is trading. i know you're going to say it doesn't make any sense, but that's the reality right now. so let's just play the hypothetical game. it's not over in oil. can tesla trade significantly lower from here? >> i think it can trade higher and decouple here. so long as we don't hear that "d" word in demand come up like we did about china, which i do think is a temporary issue. we had this news report about 120 deliveries. i don't expect any more than 120 deliveries or 200 deliveries in january. they're not going to be shipping. they're shipping cars over there during the early months of the quarter. and we don't see that impact in sales until the third month of each quarter. everything is back-end loaded in tesla. even more so when you start shipping across oceans. >> we've seen a dramatic turnaround in the stock in just the past couple of minutes or so. when we went to you, the stock was down by as much as 4.5%.

it is now higher by 1.5%. as the company starts talking on the conference call about the next potential catalyst, are they also going to be talking about cap raises and how they're going to fund it? will that be a headwind ultimately for this stock? >> yeah, a couple things there. if i'm owning the stock, i want to own it in the model x launch. so there's that catalyst ahead of us, tesla will have to raise capital at some point. i think it's probably a q4 event. this is going to fund the rest of the development. if we look at how the stock's performed over the history of tesla since it's gone public, it has risen on the 30 days after they've done a deal. there are people that want to give elon musk money out there and want to invest, so i think tapping capital markets is -- as long as they do it in a methodical way is going to be okay. >> and what's your number one question for elon on the

conference call? >> you know, we're going to focus on demand, like we do every call, and then we're also going to focus on some of these new marngt markets and some of innovation. we do view it as a technology company, so anything they can say along those lines. >> ben, stick around. i want to bring back phil lebeau. you've had a chance to pore through the letters, and you've seen the reversal in the stock in just the past five minutes. what do you make of it so far? >> the 55,000 number that ben was talking about, that's going to get a lot of attention. clearly investors are focused on that because that is a little bit higher than what some people were expecting in terms of deliveries for 2015. and model x still being on schedule. that's also key there, too. what's interesting is, i go through this and i look for any commentary regarding foreign markets specifically china, and what's been happening there, i don't see it. i may be missing it. and that's going to be clearly one of the top topics during the conference call at 7:30 eastern

time. because we know there was a slowdown in the fourth quarter. elon musk has already said that. the question is has it continued, and there are these reports that it continued in the month of january. so at this point, that's one of the primary questions that is lingering out there. with regard to the swing in the stock, melissa, your guess is as good as mine. people may be focusing on that and saying listen, they're going to be getting to the model x unscheduled in about six months and they're going to be delivering 55,000, which is a few more than what people were expecting. therefore, let's be positive on the stock. but at this point, it's conjecture more than anything. >> there's a brief mention of china starting on page 2, phil, but it's pretty glossy in terms of, there's no commentary, obviously. and ben, just to go back to you, you're not expecting -- or are you expecting them to actually comment on whether or not there's a continued slowdown in january? >> elon is pretty straight forward with his questions. i do think that will come up on the call and some of the progress that they've made so far. as far as addressing that article, i think that, you know, they will help clear up some of

that message there. like i said, there's some cars in transit and that doesn't portend to there being a slowdown in demand, even worse than we saw late last year. one thing i would add is on the operating line, they did guide to higher than where modelled on the operating expenses. investors are usually willing to overlook this. so far, i think they do talk about much higher earnings in 2015 than '14. >> right. and as we were talking, once again, the swing in the stock is just unbelievable in the afterhours session. ben, we're hoping you'll stick around. phil, we'll come back to you later. coming up next, not just tesla that is seeing big names. a slew of names reporting after the bell. that's next. >> when i'm on "fast money," it's a complete rush. it's all about the trade.

in trading, there's rumors and facts. i spread the facts. >> everyone is a professional trader. we put our money where our mouth is. >> the easy money is made going with the consensus. the big money is made going with the countertrade. >> we're always looking for what is the next trade. what's the trade that nobody has taken a look at, nobody has put on, that you could put on tomorrow. >> "fast money," weekdays 5:00 eastern on cnbc. [ male announcer ] at northrop grumman,

we've always been at the forefront of advanced electronics. providing technology to get more detail... ♪ detect hidden threats... ♪ see the whole picture... ♪ process critical information, and put it in the hands of our defenders. reaching constantly evolving threats before they reach us. that's the value of performance. northrop grumman.

welcome back to "fast money." an earnings alert. gave guidance that was in line. for cisco, that means a beat. if you want to hear what an optimistic ceo sounds like, take a listen to john chambers on the call here. >> our results this quarter, which were the best results in three years, reflects the increased relevancy of cisco around the world. the cisco brand is the strongest it's ever been. >> when cisco gave that guidance, the stock popped after hours. you can see it's up nearly 5%. part of the key here is order growth, which was up 5%, particularly strong in enterprise. it was up 10% now by contrast

last quarter. growth overall was up just 1%. so chambers, a lot to be excited about there, and the guidance pretty excited. also the gross margin guidance, 61% to 62%. >> all right, john, thank you so much for that. john chambers, keep in mind, this is a guy who is pretty reticent when it comes the talking about the future. >> he was pretty excited. >> exactly. >> they put a few quarters together now. the stock has been steadily moving to the upside, pushing not that far away from the 52-week highs. they bought back 44 million shares again this past quarter. this is a company that john ford just talked about it. you look at the revenue growth. there is growth again at cisco.

>> last quarter was okay. the stock acted really well. this quarter is actually really good. eps beat everybody, but the revenue beat was significant, and gross margins approaching 62%, which is pretty good. so now we're at basically eight-year highs. the last time we were trading at these levels is '06 and it's not really that expensive of a stock. are there better places out there if you want to be in cyber security, yes, there are. >> like give me one name. >> look at palo alto networks again today. we talked about that. >> we'll talk more about fire eye on the earnings here in a few minutes. meantime, be sure to catch john chambers on "mad money" with jim cramer. that's coming up in the next hour here on cnbc. coming up next, lions gate entering into a deal with starz. details with what it means in the long run. plus, why companies with women in the ceo chair often outperform the broader market. stay tuned.

move over tesla. some other big names.

tesoro upping its delve deivide. >> the stock is going from 70 to 85 in about 15 trading sessions. they ready needed to knock the cover off the ball in order for the stock to continue higher. that said, you're going to get a shot to buy this stock at maybe 82.5, maybe 83. it appears as though the move lower into the crude oil has been very beneficial. you get at 82.5, you buy it. >> trip adviser beating on revenue. the stock soaring in the after hours. when you have a stock down 10% on the year with low expectations, it's probably not a great idea to short something like this. we know we've already seen disappointing ideas. i don't think you chase it up 5%. but if you get this stock back towards the high 60s where it kind of made a bottom over the last couple months, that's

probably the level if you're looking to do a little bottom fishing. >> shares spiking in the after hours session. and, you know, i think beading is being a bit generous. when you lose less money than everybody expected to lose, i'm not sure i would call that beating. stocks up 7%. this has been one on a breakout. >> in the cyber security space, which stock do you like the best? >> this name, actually. because it got punished. it's really had a difficult time going off of that. are they making a lot of money? no. but less bad than they expected to be. beaten up too much. now i think there's upside. let's get back to tesla now. i know it's been a roller

coaster ride. let's go back to phil lebeau. who's got more. >> a non-gap basis, just one of those that immediately jumps out at you. the first thing you're saying is, what happened here? they address it to a certain extent in the shareholder letter saying our q4 financials. a one-time manufacturing inefficiency related to the introduction of the p-85d. one of the reasons they were hurt on a non-gap basis, coming shy of the estimate on the streets. revenue shy of estimates coming

in at 1.1 billion. the question is when you look at the 2015 outlook, yes, they plan to deliver 55,000 vehicles, which is a little more than what some people were expecting. the model x is on schedule for first delivery in the third quarter of next year. but 40% of the deliveries will happen in the first half of the year, so this gets to what ben kallo was talking about. when you combined the increase in deliveries along with the model x along with moving closer to model 3, getting that going, i think that's going to make the second half of this year very critical for tesla. >> all right, phil lebeau, thanks for that. we'll be keeping an eye on the stock in the after hours session ahead of that conference call. meantime, big moves in the media world. check out shares of lionsgate and starz entertainment.

it will also give malone a seat on lionsgate's board. joining us now is the vice chairman michael burns. always great to see you. >> nice to see you. >> i want to ask you about what fbr wrote in its note. it was a very positive review. but basically they said that now with this malone in premature, it differentiates you from other studios because he is known to be so financially savvy and very good with capital. would you agree with that? that you needed this sort of stamp of approval from john meloan? >> i don't know if i'd call it a stamp of approval, but we're thrilled to have john joining or board. we think this is one of the world's greatest investors and a very big brain, particularly in the media space. so we're excited to have him. >> what does this give you in the long run in terms of other distribution opportunities potentially? >> well, all you have to really look at is look at what john is

a major investor in around the globe, whether it's discovery or liberty global or any -- starz, any of his media holdings are certainly interesting in a world where you've got global demand for content, you know, skyrocketing. that's a good position to be in. i think john -- i spoke to him this morning. his point to me was -- he said look, i'm looking to increase my exposure to content around the globe. that's why i think he was excited about becoming a shareholder at lionsgate and going on our board. >> does this preclude you in other deals? you do have a stake in epix and mgm and viacom are investors in epix. >> somebody described us recently as a content arms dealer. we will sell our content anywhere, to the right buyer, whether it's an over-the-top

player or subscription player, free television, anywhere. so no, it does not limit our options. >> malone now has a 14.5% total vote? >> no, the way it works, he's got about 3.5% of -- >> the shares. >> the economics of lionsgate. we've got 4.3% of starz with 14.6% of the vote. so it was a stock swap. not a deal done with starz, it was a deal done with john malone entities. >> thanks for your time. appreciate it. >> thanks, melissa. >> it's been volatile since november. going basically 25 to 38. they just reported it a few days ago. and michael would admit, i think, not great. but this sort of takes some of that away. i think this sets up to your point for future deals down the road. we loved this stock for a long time. it's not been spectacular, but i think it sets up.

>> we talked about the chairman looking to sell his 37% of lionsgate. so one note, that he could sell to john malone. >> i think at the very least, an example like that is why this puts a floor under the stock at the very least. i think there's potential for a deal like that. for me personally, i'd have to wait probably at least a week. i think you get a better shot of buying it closer to the $30 handle. >> a woman in the ceo seat may be in a stronger stock performance. we break down the best and worst performing women-run companies. much more "fast" straight ahead.

welcome back to "fast money." shares taking a beating. fourth quarter adjusted shares coming in at $1.61. provided a nearly 48% rise in quarterly revenue, held by growth in their mobile traffic. that positive news, though, not enough to outweigh the bad. baidu issuing a first quarter revenue guidance, notably lower than analysts' estimates and that is what's keeping the stock

in the negative territory in the afterhours, trading by nearly 9%. >> if memory serves me correctly, dan nathan names baidu as a growth stock. >> and it is. these are the moves you would like to see if you're trying to identify growth. kind of a very volatile economy right now and these guys have a monopoly. so to get a reset like this may get some people an opportunity to get in. >> pete. you think baidu's growth still? >> do i like it as a company? i think down here i'd start to get interested. we talk about tesla getting in under 200. i literally thought it was in a no touch zone. but i wanted to wait. >> are activist investors targeting women? that's the subject of a "new york times" piece written by andrew ross sorkin. he takes a look at if and why female ceos may be targeted for change more than men. the targeting aside, how have these women-run companies

performed against their peers? let's bring in the co-founder paul hickey who has been breaking down the numbers. what are they, paul? >> the article seems to imply that these activists think that women ceos are somehow less skilled than male ceos. but if you look at the performance numbers of the stocks, there's 24 companies in the s&p 500 with female ceos. over the last year, they're up 19.5%. their male-run counterparts are up about just under 15%. so there's outperformance there. only two of the stocks run by female ceos in the s&p 500 are down over the last year. so that's a small sample size. but if you look into the russell 3,000, you still see that performance gap between female and male ceos. and coincidentally, the top performing stock in the russell 3,000 over the last year, it has a female ceo. and even though they make up just 4% of ceos in the russell 3,000, three of the top 25 best performing stocks over the last year have female ceos.

whereas none of the worst 25 performers have female ceos. so performance isn't a justification for targeting these companies. >> the numbers are staggering, actually. but for some of these ceos, there is activist involvement already, and so therefore the stocks have gone higher because their activists have been in there already. >> not in all 24. in the article, it was about a quarter of the companies. only two of them are down over the last year. so that wouldn't explain it. you look at the valuation of these companies, these stocks are trading at an average discount of about 19% versus their peer stocks with male ceos. so there is a valuation gap. activist investors may be trying to exploit that inefficiency in the market. i wouldn't say it's the activists thinking female ceos are less skilled. i mean, if anything, it's a market prejudice.

>> all right, paul, good to see you. >> can i say one thing? i wonder why marissa mayer got such a bad rap. i think he's probably a very skilled ceo and she's going to have an opportunity to show people. jon stewart retiring from hosting "the daily show" after 16 years on the job. after the break, we'll tell you the one stock traders are betting will get a boost from this news. stay tuned.

news alert! message! email! calendar update! most of us admit to being overwhelmed by information at work. that's why ibm created verse. it uses powerful analytics to uncover hidden patterns in your email, calendars and social feeds. it continuously learns how you work. and helps you prioritize the people and projects you need to focus on. there's a new way to work and it's made with ibm.

panera sliding 9% after hours, while fourth quarter results were in with estimates. full year earnings growth would fall short. the company also cautioning that a number of moving pieces is making it difficult to provide precise guidance for the year. a number of moving pieces prevents it, pete, from giving guidance for the year. >> right. >> awful. >> that is awful. and this is nothing compared to the growth when you look over at something like chipotle, and somebody in basically the same food category. so when you look at these two names, one of them certainly has drivers. the other does not right now. i'd stay away from panera. >> some traders are expecting big moves from the media giant. dan's at the smart board with

more. >> options volume ran really hot. 90% of that volume was in calls. and the company, like you said, reports tomorrow after the close. it basically moves that. it's not a huge mover. but there's one trade that kind of caught my eye today, when the stock was around 57. a trader bought 12,000 of the february 57 calls. actually sold 600,000 shares of stock at that price versus the calls. so there's two ways to think about it. it could have been a stock replacement trade. the trader could have been coming out of all of those shares and replacing his bullish view with those 12,057 calls or it could have been a straight ball play. when you look at the chart here, here's the one year. you see the stock. it's been increasing a little bit. it's right here at the 200-day moving average. it's got this increasing 50-day moving average. it looks like it could be setting up for a technical breakout on better than expected results. look at how much below they are

the last few times it's reported. options look very cheap. if it is a vol play, the options traders thinking they can get more movement than expected. if it's directional, it looks good on the chart, too. >> check out the live show at 5:30 p.m. eastern time on friday. your first move tomorrow and a last look at tesla when we come right back. stay tuned. but what if you could see more of what you wanted to know? with fidelity's new active trader pro investing platform,

the information that's important to you is all in one place, so finding more insight is easier. it's your idea powered by active trader pro. another way fidelity gives you a more powerful investing experience. call our specialists today to get up and running.

take a look at shares of tesla, still trading lower in the after hours session. it was a miss on revenue. up wider than expected loss. 15% quarter on quarter. ben kallo saying he bets tomorrow it trades higher, so we will see how it is received after this conference call gets under way at 7:30 p.m. eastern time tonight. meantime, let's go around for the final trade. pete? >> stock that continues to get new highs each and every day, pfizer. i think it goes even higher. >> like to play a little defense. lmt. lockheed hmartin. >> i did not like the reports from pepsi and coke this week. i think coke is a sale here. >> guy? >> i find myself agreeing with all three panelists this morning. >> really? >> pfizer, bk, lockheed.

and coke. that will get you done. >> thanks so much for watching. see you tomorrow at 5:00. don't go anywhere. "mad money" with jim cramer starts now. my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to make you some money. my job is not just to entertain you, but to educate and teach you how to market works, so call me at 1-800-743-cnbc, or tweet me @jimcramer. it's happening again. here come the critics. maybe they let up a day for m