LendingClub (LC) - the online lending marketplace dipped about 5% following what some viewed as disappointing Q1 guidance. The stock ended the day at the highs and appears set to resume the rally. Remember that the company has an enterprise value of only $1.7 billion and analysts forecast 2018 revenues of nearly $725 million. A simple EV to revenues multiple of 5x sends the stock up over 80% to roughly $11.35. The stock traded at this level to start 2016 before the scandal hit so a rebound to those levels isn't far fetched. The dip to start the day was an incredible buying opportunity considering where the stock could be headed. Twilio (TWLO) - more of the same here. Investors want to be bullish, but the stock faces strong selling anywhere close to $35 and a $3.5 billion market value. Still can't get behind this stock. SodaStream (SODA) - the sparkling water maker had one of the biggest beats for the Q4 reporting period. The company generated an EPS of $0.71 that roughly doubled analyst estimates. The stock struggled around $50, but SodaStream only trades at roughly 20x updated 2017 estimates that should top $2.50. Hold onto the stock until the market aggressively prices SODA for a growth rate in excess of the conservative guidance of management. Alexion (ALXN) - the biotech reports before the open tomorrow. The company should provide more support that the story is in tact following the ouster of the CEO and CFO towards the end of 2016. The questionable tactics of the executives didn't lead to any need to restate financials. Several analysts forecast the stock returning to previous highs. The quarterly report is likely to further alleviate concerns about management and turn the stock back towards a bullish trend as the drug pipeline trumps fears of fraud. Click on the Sign in/Sign up button in the top right corner to join for free to comment on your stock moves for tomorrow.Click on the Follow button to get the daily blog posts from Out Fox The $treet. Disclosure: Long LC, SODA