29 mins. ago
Interested in Loblaw Companies Limited? Here are five stocks we like better.
Loblaw delivered solid Q2 growth: Revenue rose 4.1% to C$15.3 billion, adjusted EBITDA increased 5.1% to C$1.9 billion, and adjusted diluted EPS climbed 11.9% to C$0.66.
Discount grocery, pharmacy and e-commerce led momentum. Hard-discount comparable sales grew nearly 4%, drug retail sales increased 6.1%, and online sales rose 19.3%; management also sees significant longer-term growth potential from generic GLP-1 medications.
Management maintained an upbeat outlook and boosted shareholder returns. Loblaw reaffirmed high-single-digit adjusted EPS growth for 2026, raised expected share repurchases to C$2.1 billion, and expects store expansion and distribution-center costs to ease in the second half.
Lithium Overdose: Can These 2 Lithium Stocks Recover in 2024?
#adjusted #sales
Loblaw delivered solid Q2 growth: Revenue rose 4.1% to C$15.3 billion, adjusted EBITDA increased 5.1% to C$1.9 billion, and adjusted diluted EPS climbed 11.9% to C$0.66.
Discount grocery, pharmacy and e-commerce led momentum. Hard-discount comparable sales grew nearly 4%, drug retail sales increased 6.1%, and online sales rose 19.3%; management also sees significant longer-term growth potential from generic GLP-1 medications.
Management maintained an upbeat outlook and boosted shareholder returns. Loblaw reaffirmed high-single-digit adjusted EPS growth for 2026, raised expected share repurchases to C$2.1 billion, and expects store expansion and distribution-center costs to ease in the second half.
Lithium Overdose: Can These 2 Lithium Stocks Recover in 2024?
#adjusted #sales
43 mins. ago
Interested in Polaris Renewable Energy Inc.? Here are five stocks we like better.
Second-quarter generation fell 7.7% year over year, while revenue declined 5% and adjusted EBITDA dropped 11%, primarily due to Dominican Republic curtailment, lower Nicaragua geothermal output and more normal hydro conditions in Peru and Ecuador.
Dominican Republic curtailment improved to 29% in the quarter from 42% in Q1, while Nicaragua's binary plant operated about 0.75 MW below capacity; Polaris expects a potential recovery through an acidification program in early 2027.
Polaris is advancing growth projects, including the Puerto Rico ASAP battery project targeted for mid-2027 operation and 250 MW of solar capacity in Mexico with battery storage. Management estimates the Mexican projects could generate roughly $25 million to $30 million in combined EBITDA.
Polaris Renewable Energy (TSE:PIF) reported lower second-quarter generation and financial results compared with an exceptionally strong period a year earlier, as curtailment in the Dominican Republic, normalizing hydrological conditions and expected geothermal declines weighed on output.
#republic #year
Second-quarter generation fell 7.7% year over year, while revenue declined 5% and adjusted EBITDA dropped 11%, primarily due to Dominican Republic curtailment, lower Nicaragua geothermal output and more normal hydro conditions in Peru and Ecuador.
Dominican Republic curtailment improved to 29% in the quarter from 42% in Q1, while Nicaragua's binary plant operated about 0.75 MW below capacity; Polaris expects a potential recovery through an acidification program in early 2027.
Polaris is advancing growth projects, including the Puerto Rico ASAP battery project targeted for mid-2027 operation and 250 MW of solar capacity in Mexico with battery storage. Management estimates the Mexican projects could generate roughly $25 million to $30 million in combined EBITDA.
Polaris Renewable Energy (TSE:PIF) reported lower second-quarter generation and financial results compared with an exceptionally strong period a year earlier, as curtailment in the Dominican Republic, normalizing hydrological conditions and expected geothermal declines weighed on output.
#republic #year
2 hours ago
Bloom Energy (NYSE: BE) delivered one of the week's most striking earnings reports. On Tuesday, the fuel cell maker posted record second-quarter results and raised its full-year revenue guidance to $3.9 billion to $4.2 billion -- a range whose midpoint is double the company's 2025 revenue.
Bloom builds solid-oxide fuel cell systems that generate electricity on-site, which lets a data center start drawing power without waiting years for a grid connection. That product has put the company in the middle of the AI (artificial intelligence) build-out, and the numbers now reflect it.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
So here's my prediction: Bloom doubles its revenue again (from about $4 billion this year to about $8 billion) by the end of 2029. That sounds aggressive after a stock run as hot as this one. But the arithmetic says otherwise. Let's walk through it.
Bloom's revenue in the second quarter of 2026 rose 166% year over year to about $1.07 billion, with product revenue more than tripling from the year-ago period to $935.4 million. And the company swung to operating income of $182.2 million from a small loss a year earlier, while non-GAAP (adjusted) earnings per share jumped to $0.78 from $0.10. Operating cash flow came in at $226.4 million.
#revenue #company #flashing
Bloom builds solid-oxide fuel cell systems that generate electricity on-site, which lets a data center start drawing power without waiting years for a grid connection. That product has put the company in the middle of the AI (artificial intelligence) build-out, and the numbers now reflect it.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
So here's my prediction: Bloom doubles its revenue again (from about $4 billion this year to about $8 billion) by the end of 2029. That sounds aggressive after a stock run as hot as this one. But the arithmetic says otherwise. Let's walk through it.
Bloom's revenue in the second quarter of 2026 rose 166% year over year to about $1.07 billion, with product revenue more than tripling from the year-ago period to $935.4 million. And the company swung to operating income of $182.2 million from a small loss a year earlier, while non-GAAP (adjusted) earnings per share jumped to $0.78 from $0.10. Operating cash flow came in at $226.4 million.
#revenue #company #flashing
17 hours ago
Arm Holdings (ARM) stock is getting fresh bullish support after the chip designer delivered better-than-expected fiscal first-quarter results, with ****** ysts highlighting its solid revenue growth, earnings beat and accelerating demand for its new AGI CPU
Arm reported record Q1 revenue of $1.29 billion, up 22% year-over-year (YOY), while adjusted earnings came in at $0.45 per share versus Wall Street expectations of $0.40.
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#earnings #barchart
Arm reported record Q1 revenue of $1.29 billion, up 22% year-over-year (YOY), while adjusted earnings came in at $0.45 per share versus Wall Street expectations of $0.40.
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#earnings #barchart
22 hours ago
On April 2, 2024, General Electric (NYSE: GE) spun off its energy division as GE Vernova (NYSE: GEV). It started trading at $143 per share on that first day, but eventually dropped to its all-time low of $122.46 on April 5. If you had invested $5,000 in GE Vernova's stock at that price, your investment would be worth more than $40,400 today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
GE Vernova operates three core businesses: Power (55% of its 2025 orders), Electrification (33%), and Wind (13%). Since its market debut, the Power and Electrification segments have grown rapidly to meet the demands of the power-hungry cloud, data center, and AI markets. That growth offset the softness of its Wind segment, which grappled with supply chain issues.
GE Vernova's orders rose 7% organically in 2024, then accelerated to 34% growth in 2025. From 2025 to 2028, ***** ysts expect its revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 17% and 60%, respectively.
Therefore, GE Vernova's stock soared because it was a well-balanced play on the expanding AI market. With an enterprise value of $252 billion, it isn't cheap at 40 times this year's adjusted EBITDA -- but its robust growth rates could support that premium valuation.
#NVIDIA #april
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
GE Vernova operates three core businesses: Power (55% of its 2025 orders), Electrification (33%), and Wind (13%). Since its market debut, the Power and Electrification segments have grown rapidly to meet the demands of the power-hungry cloud, data center, and AI markets. That growth offset the softness of its Wind segment, which grappled with supply chain issues.
GE Vernova's orders rose 7% organically in 2024, then accelerated to 34% growth in 2025. From 2025 to 2028, ***** ysts expect its revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 17% and 60%, respectively.
Therefore, GE Vernova's stock soared because it was a well-balanced play on the expanding AI market. With an enterprise value of $252 billion, it isn't cheap at 40 times this year's adjusted EBITDA -- but its robust growth rates could support that premium valuation.
#NVIDIA #april
1 day ago
The S&P 500 has spent much of the year under scrutiny as elevated valuations and signs of overextension fueled expectations of a market correction.
After the index broke through 7,000 for the first time and kept climbing to new records, those fears intensified across financial media.
The S&P 500 Shiller cyclically adjusted price-to-earnings (CAPE) ratio has climbed above 40 for only the second time in history, following the late-1990s tech boom, according to Robert Shiller's dataset tracked at Multpl.
Bank of America's July 2026 Global Fund Manager Survey found that 43% of global fund managers believe artificial intelligence (AI) stocks are in bubble territory, though a slightly larger share, 48%, said they are not, Seeking Alpha reported.
A new midyear equity **** ysis from Putnam Investments reframes the conversation around what extended rallies and periodic selloffs mean for your long-term returns.
#global #manager
After the index broke through 7,000 for the first time and kept climbing to new records, those fears intensified across financial media.
The S&P 500 Shiller cyclically adjusted price-to-earnings (CAPE) ratio has climbed above 40 for only the second time in history, following the late-1990s tech boom, according to Robert Shiller's dataset tracked at Multpl.
Bank of America's July 2026 Global Fund Manager Survey found that 43% of global fund managers believe artificial intelligence (AI) stocks are in bubble territory, though a slightly larger share, 48%, said they are not, Seeking Alpha reported.
A new midyear equity **** ysis from Putnam Investments reframes the conversation around what extended rallies and periodic selloffs mean for your long-term returns.
#global #manager
1 day ago
Interested in Castle Biosciences, Inc.? Here are five stocks we like better.
Castle Biosciences reported strong Q2 growth, with revenue rising 20% year over year to $103.5 million. The company raised its 2026 revenue outlook to $365 million–$375 million, up from $345 million–$355 million previously.
TissueCypher was the primary growth driver, generating 14,988 reports, up 63% year over year. Castle now expects TissueCypher report volume to increase approximately 50%–52% in 2026, while AdvanceAD-Tx exceeded 1,000 orders in the quarter.
Despite higher revenue, gross margins declined and Castle posted a $2.1 million net loss, although adjusted EBITDA rose to $12.4 million. Management expects positive adjusted EBITDA in Q3, Q4 and for full-year 2026, supported by $266.8 million in cash and investments at quarter-end.
Castle Biosciences (NASDAQ:CSTL) reported second-quarter 2026 revenue of $103.5 million, up 20% from the prior-year period, as growth in its TissueCypher test and other core offerings supported results. The company raised its full-year revenue outlook to $365 million to $375 million, from a previous range of $345 million to $355 million.
#year #quarter
Castle Biosciences reported strong Q2 growth, with revenue rising 20% year over year to $103.5 million. The company raised its 2026 revenue outlook to $365 million–$375 million, up from $345 million–$355 million previously.
TissueCypher was the primary growth driver, generating 14,988 reports, up 63% year over year. Castle now expects TissueCypher report volume to increase approximately 50%–52% in 2026, while AdvanceAD-Tx exceeded 1,000 orders in the quarter.
Despite higher revenue, gross margins declined and Castle posted a $2.1 million net loss, although adjusted EBITDA rose to $12.4 million. Management expects positive adjusted EBITDA in Q3, Q4 and for full-year 2026, supported by $266.8 million in cash and investments at quarter-end.
Castle Biosciences (NASDAQ:CSTL) reported second-quarter 2026 revenue of $103.5 million, up 20% from the prior-year period, as growth in its TissueCypher test and other core offerings supported results. The company raised its full-year revenue outlook to $365 million to $375 million, from a previous range of $345 million to $355 million.
#year #quarter
1 day ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Organic revenue growth accelerated to 10% year-over-year, driven by broad-based demand for tactical radars, electric propulsion, and infrared sensing.
Adjusted EBITDA grew 33% with 240 basis points of margin expansion, primarily resulting from disciplined program execution and favorable risk retirement in the naval business.
Management highlighted a 'platform-agnostic' strategy that allows the company to capture growth across diverse defense priorities without being tied to specific vehicle procurement lines.
The acquisition of Raft LLC for $450 million is intended to bridge the gap between hardware sensing and AI-driven decision-making at the tactical edge.
#year #tactical
Organic revenue growth accelerated to 10% year-over-year, driven by broad-based demand for tactical radars, electric propulsion, and infrared sensing.
Adjusted EBITDA grew 33% with 240 basis points of margin expansion, primarily resulting from disciplined program execution and favorable risk retirement in the naval business.
Management highlighted a 'platform-agnostic' strategy that allows the company to capture growth across diverse defense priorities without being tied to specific vehicle procurement lines.
The acquisition of Raft LLC for $450 million is intended to bridge the gap between hardware sensing and AI-driven decision-making at the tactical edge.
#year #tactical
2 days ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management attributed the 10% adjusted EPS growth to the resilience of a diversified model, where high-growth digital accelerators offset softness in legacy segments.
Digital accelerator revenue grew 31% in the quarter, significantly exceeding the 23% long-term framework established at Investor Day, driven by Ria Digital, Issuing, and Merchant Services.
Cross-border payments faced a 'market-wide dynamic' where U.S. immigration enforcement led to the first annual decline in the outbound remittance market in over a decade.
ATM transaction softness was linked to U.S.-to-Europe airline bookings being 5%-8% below 2025 peaks and European travelers becoming more selective with discretionary spending.
#Growth #NVIDIA #management
Management attributed the 10% adjusted EPS growth to the resilience of a diversified model, where high-growth digital accelerators offset softness in legacy segments.
Digital accelerator revenue grew 31% in the quarter, significantly exceeding the 23% long-term framework established at Investor Day, driven by Ria Digital, Issuing, and Merchant Services.
Cross-border payments faced a 'market-wide dynamic' where U.S. immigration enforcement led to the first annual decline in the outbound remittance market in over a decade.
ATM transaction softness was linked to U.S.-to-Europe airline bookings being 5%-8% below 2025 peaks and European travelers becoming more selective with discretionary spending.
#Growth #NVIDIA #management
2 days ago
Shake Shack (NYSE: SHAK) reports second-quarter earnings on Wednesday, Aug. 5, but if you're long on Shake Shack, you should focus less on whether the company beats estimates and more on whether its growth story remains intact. So far, it does.
In Q1, revenue climbed 14.3% year over year to $366.7 million, while same-store sales increased 4.6%. The company also opened 17 company-operated restaurants and five licensed locations, continuing one of the fastest expansion plans in the fast-casual industry. I've personally seen quite a few at the travel plazas along the New York Thruway. They're becoming about as common as Chick-fil-A and Starbucks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Expansion hasn't been an issue. But the challenge of profitability is very real. That shouldn't be taken lightly.
Higher beef costs, pre-opening expenses, and investments in technology and marketing helped push Shake Shack to a small net loss of $0.3 million in Q1, compared with net income of $4.5 million a year earlier. Those same pressures prompted management to lower its Q2 and full-year profit guidance. The company now expects Q2 revenue of $415 million to $420 million from a previous range of $424 million to $428 million. It also reduced its full-year adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance to $225 million to $235 million, down from $230 million to $245 million.
#company #year #shake #NVIDIA
In Q1, revenue climbed 14.3% year over year to $366.7 million, while same-store sales increased 4.6%. The company also opened 17 company-operated restaurants and five licensed locations, continuing one of the fastest expansion plans in the fast-casual industry. I've personally seen quite a few at the travel plazas along the New York Thruway. They're becoming about as common as Chick-fil-A and Starbucks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Expansion hasn't been an issue. But the challenge of profitability is very real. That shouldn't be taken lightly.
Higher beef costs, pre-opening expenses, and investments in technology and marketing helped push Shake Shack to a small net loss of $0.3 million in Q1, compared with net income of $4.5 million a year earlier. Those same pressures prompted management to lower its Q2 and full-year profit guidance. The company now expects Q2 revenue of $415 million to $420 million from a previous range of $424 million to $428 million. It also reduced its full-year adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance to $225 million to $235 million, down from $230 million to $245 million.
#company #year #shake #NVIDIA
2 days ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Shell reported adjusted second-quarter earnings of $9.84 billion, more than double last year's level and ahead of ***** yst expectations. Higher oil and gas prices, strong trading and healthy refining margins helped deliver the company's best quarterly profit since the 2022 energy shock after Russia's invasion of Ukraine.
Shell also kept buybacks at $3 billion for the next quarter. The message was simple: geopolitical chaos is bad for the world, but very good for integrated oil giants.
Shell posted adjusted earnings of $9.84 billion for the April-to-June quarter.
That beat ***** yst expectations of about $8.8 billion and was up from $4.26 billion a year earlier. It also improved sharply from $6.92 billion in the first quarter.
#shell #quarter #next #tell
Shell reported adjusted second-quarter earnings of $9.84 billion, more than double last year's level and ahead of ***** yst expectations. Higher oil and gas prices, strong trading and healthy refining margins helped deliver the company's best quarterly profit since the 2022 energy shock after Russia's invasion of Ukraine.
Shell also kept buybacks at $3 billion for the next quarter. The message was simple: geopolitical chaos is bad for the world, but very good for integrated oil giants.
Shell posted adjusted earnings of $9.84 billion for the April-to-June quarter.
That beat ***** yst expectations of about $8.8 billion and was up from $4.26 billion a year earlier. It also improved sharply from $6.92 billion in the first quarter.
#shell #quarter #next #tell
2 days ago
Starbucks Corp (NASDAQ:SBUX, XETRA:SRB) beat Wall Street estimates for fiscal third-quarter revenue and profit as its turnaround plan drove stronger-than-expected US sales growth.
Adjusted earnings per share came in at $0.85, above the $0.66 ***** yst estimate and up 70% year-over-year. Revenue was $9.3 billion, topping the $9.16 billion consensus though down 1% from a year earlier.
Global comparable sales rose 7.9%, with North America up 8.1% and international sales up 5.7%. US comparable sales climbed 7.9%, driven by a 4.2% rise in traffic and a 3.6% increase in average ticket.
Starbucks raised its full-year guidance, now expecting adjusted EPS of $2.55 to $2.65, above the $2.40 consensus. Global comparable sales growth is expected to near 6% for the year, with non-GAAP operating margin above 11% and 600 to 650 net new coffeehouses planned. Fourth-quarter US comparable sales are guided to grow at least 6.5%.
North America net revenue reached $7.4 billion, up 7%, while International net revenue fell 34% to $1.3 billion. Channel Development revenue rose 22% to $587.9 million.
#revenue #comparable
Adjusted earnings per share came in at $0.85, above the $0.66 ***** yst estimate and up 70% year-over-year. Revenue was $9.3 billion, topping the $9.16 billion consensus though down 1% from a year earlier.
Global comparable sales rose 7.9%, with North America up 8.1% and international sales up 5.7%. US comparable sales climbed 7.9%, driven by a 4.2% rise in traffic and a 3.6% increase in average ticket.
Starbucks raised its full-year guidance, now expecting adjusted EPS of $2.55 to $2.65, above the $2.40 consensus. Global comparable sales growth is expected to near 6% for the year, with non-GAAP operating margin above 11% and 600 to 650 net new coffeehouses planned. Fourth-quarter US comparable sales are guided to grow at least 6.5%.
North America net revenue reached $7.4 billion, up 7%, while International net revenue fell 34% to $1.3 billion. Channel Development revenue rose 22% to $587.9 million.
#revenue #comparable
2 days ago
Arm Holdings PLC (NASDAQ:ARM) beat first-quarter revenue and profit estimates and issued upbeat second-quarter guidance, sending its shares up 6.1% in early Thursday trading.
The chip design company reported revenue of $1.29 billion for the quarter, ahead of ******* yst estimates of $1.26 billion. Adjusted earnings per share came in at $0.45, topping the $0.40 estimate.
License and other revenue reached $574 million, compared with estimates of $562.5 million, while royalty revenue totaled $715 million against expectations of $700.2 million.
Adjusted gross margin held at 98.1%, in line with estimates, and adjusted operating margin came in at 41.2%.
For the second quarter, Arm guided revenue of $1.33 billion to $1.43 billion, above the $1.35 billion ******* yst estimate. The company forecast adjusted earnings per share of $0.43 to $0.51, compared with estimates of $0.45.
#revenue #quarter #analyst
The chip design company reported revenue of $1.29 billion for the quarter, ahead of ******* yst estimates of $1.26 billion. Adjusted earnings per share came in at $0.45, topping the $0.40 estimate.
License and other revenue reached $574 million, compared with estimates of $562.5 million, while royalty revenue totaled $715 million against expectations of $700.2 million.
Adjusted gross margin held at 98.1%, in line with estimates, and adjusted operating margin came in at 41.2%.
For the second quarter, Arm guided revenue of $1.33 billion to $1.43 billion, above the $1.35 billion ******* yst estimate. The company forecast adjusted earnings per share of $0.43 to $0.51, compared with estimates of $0.45.
#revenue #quarter #analyst
2 days ago
Union Pacific Corporation (NYSE:UNP)'s Big Boy 4014, the world's largest operating steam locomotive, has been touring the country this summer, and grown adults keep tearing up when they see it. CEO Jim Vena said the tour east of the Mississippi wouldn't have been possible without one thing: the railroad operating firm's pending merger with Norfolk Southern, since Union Pacific's own tracks run west of the river. In part, the nostalgia tour is a goodwill campaign for the biggest deal in the company's history.
On the business itself, Union Pacific Corporation (NYSE:UNP) reported a strong quarter. Revenue rose 12% to $6.86 billion, beating the $6.71 billion expected, and adjusted earnings came in at $3.41 a share versus $3.24 expected. The company raised its full-year guidance to high-single-digit earnings growth, up from mid-single digits. The stock rose about 2% in premarket trading. Costs rose too; operating expenses climbed 13% to $4.1 billion, mostly from a 63% jump in fuel costs linked to the Iran war.
Union Pacific Corporation (NYSE:UNP) is trying to buy Norfolk Southern in a deal now valued around $71.5 billion, down from an earlier $85 billion price tag as terms have moved with Union Pacific's stock. It would create the first coast-to-coast U.S. railroad. The day before earnings, Union Pacific settled with Canadian National Railway, a major opponent that had been pushing regulators to demand more information. CN will drop its opposition in exchange for expanded Midwest access and a stake in two jointly owned terminal railroads. Vena called it proof the firm is "ready to move forward in the regulatory process." The deal still isn't approved, though. The Surface Transportation Board (STB) paused its review in May and just this week ordered Union Pacific to make employee-impact data public. Rivals BNSF and Canadian Pacific Kansas City are still lobbying against it, and some shippers and state attorneys general remain opposed. The companies still expect to close the deal in the first half of 2027.
That raises a real question. Is this merger clearing its last real hurdles, or did the CN settlement just remove one opponent out of several?
The core business (Union Pacific's actual railroad operations) is performing well on its own, guidance beat and rose, and pricing power held up despite surging fuel costs. The CN settlement removes a credible opponent and comes with political tailwinds too: Trump has publicly backed the merger and replaced a regulator who could have opposed it. Union Pacific Corporation (NYSE:UNP) and Norfolk Southern say the deal would save shippers $3.5 billion a year and remove 2.1 million trucks from the road. Wall Street responded fast: Baird, RBC, and JPMorgan all raised price targets this week, with RBC citing the CN deal directly as strengthening the merger's case.
#union #deal
On the business itself, Union Pacific Corporation (NYSE:UNP) reported a strong quarter. Revenue rose 12% to $6.86 billion, beating the $6.71 billion expected, and adjusted earnings came in at $3.41 a share versus $3.24 expected. The company raised its full-year guidance to high-single-digit earnings growth, up from mid-single digits. The stock rose about 2% in premarket trading. Costs rose too; operating expenses climbed 13% to $4.1 billion, mostly from a 63% jump in fuel costs linked to the Iran war.
Union Pacific Corporation (NYSE:UNP) is trying to buy Norfolk Southern in a deal now valued around $71.5 billion, down from an earlier $85 billion price tag as terms have moved with Union Pacific's stock. It would create the first coast-to-coast U.S. railroad. The day before earnings, Union Pacific settled with Canadian National Railway, a major opponent that had been pushing regulators to demand more information. CN will drop its opposition in exchange for expanded Midwest access and a stake in two jointly owned terminal railroads. Vena called it proof the firm is "ready to move forward in the regulatory process." The deal still isn't approved, though. The Surface Transportation Board (STB) paused its review in May and just this week ordered Union Pacific to make employee-impact data public. Rivals BNSF and Canadian Pacific Kansas City are still lobbying against it, and some shippers and state attorneys general remain opposed. The companies still expect to close the deal in the first half of 2027.
That raises a real question. Is this merger clearing its last real hurdles, or did the CN settlement just remove one opponent out of several?
The core business (Union Pacific's actual railroad operations) is performing well on its own, guidance beat and rose, and pricing power held up despite surging fuel costs. The CN settlement removes a credible opponent and comes with political tailwinds too: Trump has publicly backed the merger and replaced a regulator who could have opposed it. Union Pacific Corporation (NYSE:UNP) and Norfolk Southern say the deal would save shippers $3.5 billion a year and remove 2.1 million trucks from the road. Wall Street responded fast: Baird, RBC, and JPMorgan all raised price targets this week, with RBC citing the CN deal directly as strengthening the merger's case.
#union #deal
2 days ago
Microsoft shares surged after its quarterly earnings exceeded expectations.
Analysts praised Microsoft's ability to balance revenue growth and profit margins amid AI investments.
Microsoft stock is surging after its latest earnings report eased investor fears about its AI spending and revenue growth.
Shares of Microsoft (MSFT) were up 15% in recent trading a day after the tech giant topped estimates with its quarterly earnings. The Windows software maker said Wednesday it earned an adjusted $4.74 per share in its fiscal fourth quarter on $90.01 billion in revenue, while ***** ysts had expected $4.25 per share and $87.7 billion in revenue.
The company reported Intelligent Cloud revenue of $39.3 billion, about $1 billion above estimates, as revenue from Microsoft's Azure segment and other cloud services rose 43%. Azure has become a key metric for Microsoft's results as it can indicate the level of demand Microsoft is seeing for cloud computing services from fellow AI companies.
#earnings #shares #quarterly #Growth
Analysts praised Microsoft's ability to balance revenue growth and profit margins amid AI investments.
Microsoft stock is surging after its latest earnings report eased investor fears about its AI spending and revenue growth.
Shares of Microsoft (MSFT) were up 15% in recent trading a day after the tech giant topped estimates with its quarterly earnings. The Windows software maker said Wednesday it earned an adjusted $4.74 per share in its fiscal fourth quarter on $90.01 billion in revenue, while ***** ysts had expected $4.25 per share and $87.7 billion in revenue.
The company reported Intelligent Cloud revenue of $39.3 billion, about $1 billion above estimates, as revenue from Microsoft's Azure segment and other cloud services rose 43%. Azure has become a key metric for Microsoft's results as it can indicate the level of demand Microsoft is seeing for cloud computing services from fellow AI companies.
#earnings #shares #quarterly #Growth
2 days ago
On this episode of Stock Movers:- Carvana (CVNA) is sinking after the online car retailer gave an annual adjusted Ebitda forecast with a midpoint below **** yst estimates. - Chipotle (CMG) and Starbucks (SBUX) raised their guidance after stronger-than-expected quarters, with sales bolstered by new menu items and revamped loyalty programs.- Crocs (CROX) shares are sinking after a soft outlook for this quarter pointed to a weak second half, pushing some investors to sell following a big rally in the company's shares this year.
#sinking #sbux
#sinking #sbux
2 days ago
Honeywell Technologies (NASDAQ:HON) used to be one giant company that made everything from thermostats to jet engines. Not anymore. Over the past year, it split into three separate public companies: Solstice Advanced Materials, spun off last October; Honeywell Aerospace, spun off just last month; and Honeywell Technologies, the automation business that's left, which is what CEO Vimal Kapur now runs. This week's earnings report was the first one for Honeywell Technologies as its own standalone firm, and the stock jumped more than 5% on the news.
Since the aerospace spinoff only finished right at the end of the quarter, this report still includes some of Honeywell Aerospace's results mixed in, which makes straight comparisons tricky. Total revenue, including that leftover aerospace piece, came in at $9.72 billion, up 4% from a year ago and beating the roughly $9.5 billion **** ysts expected. Strip aerospace back out, and revenue for just the automation business was $5.19 billion, up 3%, beating the $5.02 billion Wall Street had modeled specifically for the smaller, standalone company.
On profit, adjusted earnings per share, including the leftover aerospace results came in at $4.52, actually down 4% from $4.72 a year earlier. On a standalone basis without aerospace, adjusted earnings were $1.95 a share, up 10% from $1.77 a year ago and beating the $1.82 **** ysts expected for the new, smaller Honeywell Technologies. There was also a one-time boost: net profit under standard accounting rules hit $5.68 billion, largely because of a $6.63 billion one-time accounting gain tied to deconsolidating Quantinuum, Honeywell's quantum computing venture, a separate transaction from the aerospace spin-off, not from the actual operating business doing better.
That raises a real question. Is this a genuinely strong first quarter as a standalone firm, or does the messy, one-time nature of a spinoff quarter make it hard to tell what Honeywell Technologies (NASDAQ:HON) actually looks like going forward?
All three of Honeywell's remaining automation segments grew organically, and orders for the standalone business overall grew 16%, with backlog reaching about $20 billion. Building Automation was the standout, with organic sales up 9% and orders up 13%, driven by strong demand from data centers and hotels. Industrial Automation grew sales 4% organically on strong demand for sensing and measurement equipment. Process Automation, the one segment with sales down slightly this quarter, actually saw orders surge 24%, with Middle East orders alone up more than 50% on refurbishment projects, and management expects a "sharp inflection" in that segment's growth starting in the third quarter. Kapur said the results reflect a "year-plus long process to simplify our business," and that the benefits are already showing up.
#automation #technologies #year #business
Since the aerospace spinoff only finished right at the end of the quarter, this report still includes some of Honeywell Aerospace's results mixed in, which makes straight comparisons tricky. Total revenue, including that leftover aerospace piece, came in at $9.72 billion, up 4% from a year ago and beating the roughly $9.5 billion **** ysts expected. Strip aerospace back out, and revenue for just the automation business was $5.19 billion, up 3%, beating the $5.02 billion Wall Street had modeled specifically for the smaller, standalone company.
On profit, adjusted earnings per share, including the leftover aerospace results came in at $4.52, actually down 4% from $4.72 a year earlier. On a standalone basis without aerospace, adjusted earnings were $1.95 a share, up 10% from $1.77 a year ago and beating the $1.82 **** ysts expected for the new, smaller Honeywell Technologies. There was also a one-time boost: net profit under standard accounting rules hit $5.68 billion, largely because of a $6.63 billion one-time accounting gain tied to deconsolidating Quantinuum, Honeywell's quantum computing venture, a separate transaction from the aerospace spin-off, not from the actual operating business doing better.
That raises a real question. Is this a genuinely strong first quarter as a standalone firm, or does the messy, one-time nature of a spinoff quarter make it hard to tell what Honeywell Technologies (NASDAQ:HON) actually looks like going forward?
All three of Honeywell's remaining automation segments grew organically, and orders for the standalone business overall grew 16%, with backlog reaching about $20 billion. Building Automation was the standout, with organic sales up 9% and orders up 13%, driven by strong demand from data centers and hotels. Industrial Automation grew sales 4% organically on strong demand for sensing and measurement equipment. Process Automation, the one segment with sales down slightly this quarter, actually saw orders surge 24%, with Middle East orders alone up more than 50% on refurbishment projects, and management expects a "sharp inflection" in that segment's growth starting in the third quarter. Kapur said the results reflect a "year-plus long process to simplify our business," and that the benefits are already showing up.
#automation #technologies #year #business
2 days ago
Intercontinental Exchange Inc. (NYSE:ICE) delivered second-quarter results that exceeded Wall Street's earnings expectations while matching revenue forecasts, supported by continued growth across each of its three operating divisions.
Investors responded positively to the report, with the company's shares rising about 1.8% in premarket trading on Thursday.
ICE reported adjusted diluted earnings of $1.90 per share for the second quarter, surpassing ***** ysts' consensus estimate of $1.88.
Quarterly revenue totaled $2.67 billion, in line with market expectations and 5% higher than the same period a year earlier.
"We are pleased to report our second quarter results, which reflect continued revenue and earnings per share growth and record open interest across our exchange complex," said Jeff Sprecher, ICE Chair and Chief Executive Officer.
#quarter #exchange #continued #across
Investors responded positively to the report, with the company's shares rising about 1.8% in premarket trading on Thursday.
ICE reported adjusted diluted earnings of $1.90 per share for the second quarter, surpassing ***** ysts' consensus estimate of $1.88.
Quarterly revenue totaled $2.67 billion, in line with market expectations and 5% higher than the same period a year earlier.
"We are pleased to report our second quarter results, which reflect continued revenue and earnings per share growth and record open interest across our exchange complex," said Jeff Sprecher, ICE Chair and Chief Executive Officer.
#quarter #exchange #continued #across
2 days ago
Starbucks (SBUX) kept its growth story piping hot in the third quarter as CEO Brian Niccol leads the company into year three of its turnaround plan.
Starbucks posted same-store sales growth of 7.9%, more than the 5.7% growth Wall Street expected, according to Bloomberg data, and above the 6.2% jump seen in Q2. Last year, the company saw a 2% decline in overall same-store sales growth in the third quarter.
The coffee chain reported adjusted earnings per share of $0.85, higher than the Street's $0.56 forecast and up from $0.50 per share in the same period last year. Revenue of $9.3 billion came in above the Street's $9.2 billion estimate but was down from $9.5 billion in the same period last year due to the transition of its China business to a joint venture.
"It's clear proof that our Back to Starbucks plan is working," Niccol told investors on the company's earnings call.
Starbucks stock rose more than 2% on Thursday as investors ****** sed the report.
#last #billion #niccol #Third
Starbucks posted same-store sales growth of 7.9%, more than the 5.7% growth Wall Street expected, according to Bloomberg data, and above the 6.2% jump seen in Q2. Last year, the company saw a 2% decline in overall same-store sales growth in the third quarter.
The coffee chain reported adjusted earnings per share of $0.85, higher than the Street's $0.56 forecast and up from $0.50 per share in the same period last year. Revenue of $9.3 billion came in above the Street's $9.2 billion estimate but was down from $9.5 billion in the same period last year due to the transition of its China business to a joint venture.
"It's clear proof that our Back to Starbucks plan is working," Niccol told investors on the company's earnings call.
Starbucks stock rose more than 2% on Thursday as investors ****** sed the report.
#last #billion #niccol #Third
2 days ago
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the Focus Plus Composite (Net) returned 10.5%, and the All-Cap Composite (Net) returned 9.0%. The firm reported strong compounding across its strategies in Q2 2026. Management highlighted that their exceptional holdings remain deeply undervalued relative to "what is working" in the market, viewing this as an excellent opportunity for patient investors. In addition, please check the Firm's top five holdings to know its best picks in 2026.
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)
#servicenow #composite #company #returned
Vulcan Value Partners' Q2 2026 investor letter highlighted ServiceNow, Inc. (NYSE:NOW), noting its inclusion in the firm's All-Cap strategy this quarter. ServiceNow, Inc. (NYSE:NOW) is a cloud-based software company that provides a platform for automating and managing digital workflows. On July 29, 2026, ServiceNow, Inc. (NYSE:NOW) closed at $115.76 per share, reflecting a market capitalization of $119.7 billion. ServiceNow, Inc. (NYSE:NOW) posted a one-month return of 4.56%, while its shares lost 44.33% over the past 52 weeks.
Vulcan Value Partners stated the following regarding ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor update:
"We purchased three new positions during the quarter: Veeva Systems Inc., Equifax Inc., and ServiceNow, Inc. (NYSE:NOW). We believe that ServiceNow is also one of the best businesses in the world. ServiceNow automates workflows in large and complex enterprises. Their platform sits on top of all of an enterprise's data and systems of record. This very unique and enviable position allows ServiceNow to orchestrate and automate work across departments, enterprise wide. To use an **** ogy, if a large enterprise is an airport, and its multiple software applications are planes, ServiceNow is the control tower coordinating all of these planes/applications.
The company has grown from its roots in IT and now has very large businesses in sales and service, HR, finance, supply chain, operations, and security, as well as in industry specific verticals like Financial Services, Healthcare, and Government. ServiceNow grew revenue 21%, adjusted EBIT 28%, and free cash flow per share 33% in 2025. This growth at scale puts ServiceNow in elite company. Despite the strong performance, the stock is down approximately 40% year to date and 60% since the beginning of 2025. The company has been on our MVP list for over 5 years and has compounded its value at an incredible rate over that period. It has never been materially discounted until recently…." (Click here to read the full text)
#servicenow #composite #company #returned
2 days ago
Norwegian Cruise Line Holdings reported second-quarter net income of $222.6 million, or $0.48 per share, up from $30 million, or $0.07 per share, a year earlier. Adjusted earnings per share also came in at $0.48, ahead of the company's own guidance of $0.38 and above the $0.39 ***** yst consensus, according to MarketWatch.
Total revenue for the quarter rose 4.9% to $2.64 billion. Adjusted EBITDA declined 4.1% to $666 million from $694 million a year earlier, still beating guidance of $632 million.
Despite the better-than-expected quarter, Norwegian trimmed its full-year adjusted EPS forecast to approximately $1.50. The company had previously guided to a range of $1.45 to $1.79 per share, according to MarketWatch. Full-year adjusted EBITDA is now expected to be approximately $2.5 billion, and full-year net yield on a constant currency basis is expected to be down approximately 5% versus 2025.
The company said it has not yet reached its optimal booked position for the coming year, pointing to demand headwinds at its Norwegian Cruise Line brand stemming from operational missteps and instability in the Middle East. Fuel costs have also added to the pressure, with the per-metric-ton price jumping to $888 compared with $659 a year ago. For the third quarter, the company projects adjusted EPS of $0.90 and a net yield decline of 8.9% on a constant currency basis.
"While we are confident in the strength of our brands and the long-term benefits of the actions underway, we are still in the early stages of our turnaround," said John W. Chidsey, chairperson and chief executive officer of Norwegian Cruise Line Holdings, in a statement.
#million #expected
Total revenue for the quarter rose 4.9% to $2.64 billion. Adjusted EBITDA declined 4.1% to $666 million from $694 million a year earlier, still beating guidance of $632 million.
Despite the better-than-expected quarter, Norwegian trimmed its full-year adjusted EPS forecast to approximately $1.50. The company had previously guided to a range of $1.45 to $1.79 per share, according to MarketWatch. Full-year adjusted EBITDA is now expected to be approximately $2.5 billion, and full-year net yield on a constant currency basis is expected to be down approximately 5% versus 2025.
The company said it has not yet reached its optimal booked position for the coming year, pointing to demand headwinds at its Norwegian Cruise Line brand stemming from operational missteps and instability in the Middle East. Fuel costs have also added to the pressure, with the per-metric-ton price jumping to $888 compared with $659 a year ago. For the third quarter, the company projects adjusted EPS of $0.90 and a net yield decline of 8.9% on a constant currency basis.
"While we are confident in the strength of our brands and the long-term benefits of the actions underway, we are still in the early stages of our turnaround," said John W. Chidsey, chairperson and chief executive officer of Norwegian Cruise Line Holdings, in a statement.
#million #expected
2 days ago
International Paper Company (NYSE:IP) reported second-quarter 2026 results that exceeded earnings expectations, although revenue came in below Wall Street forecasts. Investors responded positively, with the company's shares rising 1.4% in premarket trading following the announcement.
The packaging and paper producer continued to make progress on operational improvements while advancing several strategic projects during the quarter.
International Paper posted adjusted earnings of $0.04 per share, outperforming ****** ysts' expectations for a loss of $0.04 per share.
Revenue totaled $6.00 billion, missing the consensus estimate of $6.23 billion and declining 2.2% from the $6.14 billion reported in the same quarter last year.
Adjusted EBITDA from continuing operations came in at $587 million, compared with $670 million in the second quarter of 2025.
#paper #adjusted #earnings
The packaging and paper producer continued to make progress on operational improvements while advancing several strategic projects during the quarter.
International Paper posted adjusted earnings of $0.04 per share, outperforming ****** ysts' expectations for a loss of $0.04 per share.
Revenue totaled $6.00 billion, missing the consensus estimate of $6.23 billion and declining 2.2% from the $6.14 billion reported in the same quarter last year.
Adjusted EBITDA from continuing operations came in at $587 million, compared with $670 million in the second quarter of 2025.
#paper #adjusted #earnings
2 days ago
CPKC set a second-quarter revenue record and saw its operating income rise on the strength of grain, automotive, and energy-related shipments.
"The performance, if you look at it, reflects the strength of the CPKC (NYSE: CP) franchise, the resilience of our business mix, and the continued benefits of uniquely connecting Canada, U.S., and Mexico," Chief Executive Keith Creel told ******* ysts and investors on the railway's earnings call Wednesday.
Operating income increased 10%, to US$1.06 billion, as revenue grew 13%, to $3 billion. Earnings per share, adjusted for the impact of one-time items, increased 13%, to $0.91.
The railway's operating ratio was 64.6%, a 0.9-point increase over a year ago as operating expenses increased 14%, with fuel costs up 53% for the quarter.
Volume was up 4% for the quarter when based on revenue ton-miles, CPKC's preferred metric, but flat when measured by carloads and containers. "During the quarter, we established volume records in grain; energy, chemicals, plastics; and automotive," Creel said.
#revenue #increased #cpkc
"The performance, if you look at it, reflects the strength of the CPKC (NYSE: CP) franchise, the resilience of our business mix, and the continued benefits of uniquely connecting Canada, U.S., and Mexico," Chief Executive Keith Creel told ******* ysts and investors on the railway's earnings call Wednesday.
Operating income increased 10%, to US$1.06 billion, as revenue grew 13%, to $3 billion. Earnings per share, adjusted for the impact of one-time items, increased 13%, to $0.91.
The railway's operating ratio was 64.6%, a 0.9-point increase over a year ago as operating expenses increased 14%, with fuel costs up 53% for the quarter.
Volume was up 4% for the quarter when based on revenue ton-miles, CPKC's preferred metric, but flat when measured by carloads and containers. "During the quarter, we established volume records in grain; energy, chemicals, plastics; and automotive," Creel said.
#revenue #increased #cpkc
2 days ago
Ram, Jeep, and Fiat parent company Stellantis (STLA) reported solid first-half results on Thursday morning, but only reaffirmed its prior guidance. Investors clearly wanted more from CEO Antonio Filosa's turnaround plan.
For the half, Stellantis reported revenue of 81.61 billion euros ($93.20 billion) vs. 80.71 billion euros per Bloomberg consensus, up 10% compared to last year. Stellantis posted adjusted earnings per share of 0.32 euros ($0.37) vs 0.35 euros expected, and adjusted operating income of 1.733 billion euros ($1.98 billion), more than triple the 540 million euros ($614 million) posted a year ago.
Stellantis confirmed its prior 2026 guidance, projecting net revenues to rise in the mid-single digits in 2026, with low-single-digit adjusted operating income margin. The company aims to return to positive industrial free cash flow by 2027.
The company said its net tariff headwind for the year is estimated at 1.0 billion to 1.2 billion euros ($1.14 billion-$1.37 billion), but Stellantis received an IEEPA refund of 400 million euros ($456.3 million) in the first half of the year.
Stellantis shares fell over 4% in premarket trade.
#stellantis #year
For the half, Stellantis reported revenue of 81.61 billion euros ($93.20 billion) vs. 80.71 billion euros per Bloomberg consensus, up 10% compared to last year. Stellantis posted adjusted earnings per share of 0.32 euros ($0.37) vs 0.35 euros expected, and adjusted operating income of 1.733 billion euros ($1.98 billion), more than triple the 540 million euros ($614 million) posted a year ago.
Stellantis confirmed its prior 2026 guidance, projecting net revenues to rise in the mid-single digits in 2026, with low-single-digit adjusted operating income margin. The company aims to return to positive industrial free cash flow by 2027.
The company said its net tariff headwind for the year is estimated at 1.0 billion to 1.2 billion euros ($1.14 billion-$1.37 billion), but Stellantis received an IEEPA refund of 400 million euros ($456.3 million) in the first half of the year.
Stellantis shares fell over 4% in premarket trade.
#stellantis #year
2 days ago
July 30 (Reuters) - Qualcomm shares fell about 5% on Thursday after the chipmaker's warning about higher memory costs and a steeper decline in revenue from Apple raised concerns about near-term profit growth.
A surge in AI infrastructure spending has tightened semiconductor supply chains, driving up costs for memory, wafers, packaging and testing. Qualcomm plans to pass on those increases to customers through double-digit price hikes.
"Cost increases and higher spending are significantly impacting margins, and while the company is trying to raise prices to compensate, the forthcoming data-center ramp seems likely to more than offset that pricing action," Bernstein **** ysts said.
Qualcomm said on Wednesday the benefits from price increases would emerge gradually over the next couple of quarters, and margins will be under pressure in the near term as existing contracts expire and new product cycles begin.
For the current quarter, Qualcomm forecast adjusted profit per share in the range of $2.05 to $2.25, well below LSEG-compiled **** ysts' average estimate of $2.36.
#term #profit #spending #price
A surge in AI infrastructure spending has tightened semiconductor supply chains, driving up costs for memory, wafers, packaging and testing. Qualcomm plans to pass on those increases to customers through double-digit price hikes.
"Cost increases and higher spending are significantly impacting margins, and while the company is trying to raise prices to compensate, the forthcoming data-center ramp seems likely to more than offset that pricing action," Bernstein **** ysts said.
Qualcomm said on Wednesday the benefits from price increases would emerge gradually over the next couple of quarters, and margins will be under pressure in the near term as existing contracts expire and new product cycles begin.
For the current quarter, Qualcomm forecast adjusted profit per share in the range of $2.05 to $2.25, well below LSEG-compiled **** ysts' average estimate of $2.36.
#term #profit #spending #price
2 days ago
Pfizer (NYSE:PFE) and Eli Lilly and Company (NYSE:LLY) offer unique divergent investment opportunities in the pharmaceutical industry. While one acts as a value and income play, the other stands out as a solid growth investment supported by rapid expansion in obesity and diabetes franchises.
Pfizer (NYSE:PFE) has seen its valuation drop significantly, to the extent of becoming a value investment play pursued by income-focused investors. The stock has been under pressure owing to waning COVID-19 product sales and issues compounded by potential loss of exclusivity on key drugs.
Nevertheless, a robust drug portfolio, substantial cash-generation potential and a high dividend yield continue to strengthen its sentiment. Its valuation is also significantly below that of many large pharmaceutical peers as the stock trades at about 8.7x trailing adjusted earnings and with a low sales multiple of 2.2x.
A solid dividend payout record is another important part of the investment thesis. The company currently pays $0.43 per share quarterly, equivalent to $1.72 annually, resulting in a dividend yield of around 7%.
The largest challenge is the continued normalization of Pfizer's COVID franchise. The company expects revenue from its COVID-19 products to decline by approximately $1.5 billion in 2026. It also expects approximately another $1.5 billion of negative revenue impact in 2026 from products facing generic or biosimilar competition following the loss of patent or regulatory exclusivity.
#covid #value #income
Pfizer (NYSE:PFE) has seen its valuation drop significantly, to the extent of becoming a value investment play pursued by income-focused investors. The stock has been under pressure owing to waning COVID-19 product sales and issues compounded by potential loss of exclusivity on key drugs.
Nevertheless, a robust drug portfolio, substantial cash-generation potential and a high dividend yield continue to strengthen its sentiment. Its valuation is also significantly below that of many large pharmaceutical peers as the stock trades at about 8.7x trailing adjusted earnings and with a low sales multiple of 2.2x.
A solid dividend payout record is another important part of the investment thesis. The company currently pays $0.43 per share quarterly, equivalent to $1.72 annually, resulting in a dividend yield of around 7%.
The largest challenge is the continued normalization of Pfizer's COVID franchise. The company expects revenue from its COVID-19 products to decline by approximately $1.5 billion in 2026. It also expects approximately another $1.5 billion of negative revenue impact in 2026 from products facing generic or biosimilar competition following the loss of patent or regulatory exclusivity.
#covid #value #income
2 days ago
New England Patriots tight end Eli Raridon is getting adjusted to the NFL game.
Raridon expressed to reporters after training camp practice just how much the game is starting to slow down for him as he progresses through the summer.
"I think things are starting to slow down for me," Raridon said, via Mass Live's Mark Daniels. "Obviously, I'm not 100% acclimated with the offense, but compared to the spring, it's a night and day difference, so it's going well."
The Patriots selected Raridon with the No. 95 overall pick in the 2026 NFL Draft. He is currently the backup tight end for New England behind Hunter Henry.
The Patriots will incorporate Raridon into their offense next season among many other receivers in their crowded offense. His progression this summer contrasts with where he was at performance-wise dating back to last spring and will contribute to the workload that he is able to garner in the upcoming season.
#raridon #offense #slow #down
Raridon expressed to reporters after training camp practice just how much the game is starting to slow down for him as he progresses through the summer.
"I think things are starting to slow down for me," Raridon said, via Mass Live's Mark Daniels. "Obviously, I'm not 100% acclimated with the offense, but compared to the spring, it's a night and day difference, so it's going well."
The Patriots selected Raridon with the No. 95 overall pick in the 2026 NFL Draft. He is currently the backup tight end for New England behind Hunter Henry.
The Patriots will incorporate Raridon into their offense next season among many other receivers in their crowded offense. His progression this summer contrasts with where he was at performance-wise dating back to last spring and will contribute to the workload that he is able to garner in the upcoming season.
#raridon #offense #slow #down
2 days ago
The North American automotive industry is facing a dramatic change in the operational environment this year, which is marked by increased financing barriers and ongoing consumer price sensitivity. Since average auto loan interest rates are still more than 8%, consumers are delaying expensive discretionary upgrades, extending payment terms, and challenging aggressive price hikes. Legacy OEMs have been forced to give up unrestricted EV capital expenditure targets because of the sharp slowdown amid an overall shift to electric vehicles. That said, not every auto manufacturer is performing on the same level, with General Motors Co (NYSE:GM) and Ford Motor Company (NYSE:F) serving as a case study on these dynamics.
General Motors Co (NYSE:GM) produced an exceptional second-quarter performance that showed impressive operational discipline in the face of this demanding macroenvironment. Strong pricing power and unit volume across its high-margin full-sized pickup and SUV categories, such as the GMC Sierra and Chevrolet Tahoe, drove GM's $48 billion quarterly revenue. Due to this legacy strength, North American operating margins reached 8.6%, which boosted adjusted earnings per share to $3.57 and resulted in a 41% year-over-year increase, significantly above Wall Street estimates.
Importantly, General Motors Co (NYSE:GM) showed that its multibillion-dollar effort to streamline its EV division and properly size battery joint ventures is producing immediate financial results, allowing executive leadership to raise full-year adjusted operating income (EBIT) guidance to between $14 billion and $16 billion.
Meanwhile, Ford Motor Company (NYSE:F) had a much more divided operating narrative. Despite exceeding consensus estimates with adjusted earnings per share of $0.42 and matching GM on top-line revenue at $48 billion, underlying segment performance revealed ongoing structural friction. Due to enterprise fleet demand and high-margin software subscriptions, Ford Pro, the company's commercial branch, continued to be a high-margin cash engine. However, the company's electric vehicle division, Model e, recorded a sharp $1.26 billion quarterly operational loss, severely undermining these gains.
Based on a comparative valuation ******* ysis, here is a clear disparity between market price and operational execution. General Motors Co (NYSE:GM) carries an EV/EBITDA multiple of 12.01x and a discounted forward price-to-earnings ratio of 5.96x. In comparison, while experiencing significant margin pressure from its Model E division and ******* embly delays, Ford Motor Company (NYSE:F) trades at a higher forward P/E of 7.88x and an increased EV/EBITDA multiple of 19.76x.
#NYSE #ford #billion #price
General Motors Co (NYSE:GM) produced an exceptional second-quarter performance that showed impressive operational discipline in the face of this demanding macroenvironment. Strong pricing power and unit volume across its high-margin full-sized pickup and SUV categories, such as the GMC Sierra and Chevrolet Tahoe, drove GM's $48 billion quarterly revenue. Due to this legacy strength, North American operating margins reached 8.6%, which boosted adjusted earnings per share to $3.57 and resulted in a 41% year-over-year increase, significantly above Wall Street estimates.
Importantly, General Motors Co (NYSE:GM) showed that its multibillion-dollar effort to streamline its EV division and properly size battery joint ventures is producing immediate financial results, allowing executive leadership to raise full-year adjusted operating income (EBIT) guidance to between $14 billion and $16 billion.
Meanwhile, Ford Motor Company (NYSE:F) had a much more divided operating narrative. Despite exceeding consensus estimates with adjusted earnings per share of $0.42 and matching GM on top-line revenue at $48 billion, underlying segment performance revealed ongoing structural friction. Due to enterprise fleet demand and high-margin software subscriptions, Ford Pro, the company's commercial branch, continued to be a high-margin cash engine. However, the company's electric vehicle division, Model e, recorded a sharp $1.26 billion quarterly operational loss, severely undermining these gains.
Based on a comparative valuation ******* ysis, here is a clear disparity between market price and operational execution. General Motors Co (NYSE:GM) carries an EV/EBITDA multiple of 12.01x and a discounted forward price-to-earnings ratio of 5.96x. In comparison, while experiencing significant margin pressure from its Model E division and ******* embly delays, Ford Motor Company (NYSE:F) trades at a higher forward P/E of 7.88x and an increased EV/EBITDA multiple of 19.76x.
#NYSE #ford #billion #price
2 days ago
He earned the nickname "Tre'" for being the third Edley William Griffiths in his family.
At Keller High School in Texas, Griffiths excelled in the triple-jump.
It is little wonder Tre' Griffiths is a three-tool wideout for the University of Hawaii football team. After the first two practices of training camp, 6-foot-3, 205-pound Griffiths has shown speed, hops on 50-50 **** , and Hoy-Hoy grip.
"I'm loving it here," said Griffiths, who transferred from Oklahoma State in January. "Coach (Jared) Ursua and Coach (William) Overstreet have done a really good job getting me acclimated and adjusted to the program. I've been loving it so far."
Griffiths is helping to fill a void in the Warriors' four-receiver offense. Wideouts Jackson Harris and Brandon White transferred, and Karsyn Pupunu's petition for an extra season was denied. Margin Hooks, who is Griffiths' personal trainer, called Ursua. Hooks, a former BYU receiver, and the UH receivers coach are close friends.
#coach #ursua
At Keller High School in Texas, Griffiths excelled in the triple-jump.
It is little wonder Tre' Griffiths is a three-tool wideout for the University of Hawaii football team. After the first two practices of training camp, 6-foot-3, 205-pound Griffiths has shown speed, hops on 50-50 **** , and Hoy-Hoy grip.
"I'm loving it here," said Griffiths, who transferred from Oklahoma State in January. "Coach (Jared) Ursua and Coach (William) Overstreet have done a really good job getting me acclimated and adjusted to the program. I've been loving it so far."
Griffiths is helping to fill a void in the Warriors' four-receiver offense. Wideouts Jackson Harris and Brandon White transferred, and Karsyn Pupunu's petition for an extra season was denied. Margin Hooks, who is Griffiths' personal trainer, called Ursua. Hooks, a former BYU receiver, and the UH receivers coach are close friends.
#coach #ursua
2 days ago
Wabtec provides locomotives, equipment, systems, and services for the freight rail and passenger transit industries, including locomotives powered by different fuels, engines, electric motors, propulsion systems, marine products, and mining products to customers around the world. WAB's second-quarter fiscal 2026 report showed $3.2 billion in revenue (a 17.5% year-over-year gain), adjusted per-share earnings of $2.76 (up 21.6%), and increased 2026 revenue and EPS guidance to $12.5 billion and $10.90, respectively.
It's no wonder WAB shares are up 43% this year – and they could rise more. MoneyFlows data shows how Big Money investors are betting heavily on the forward picture of the stock.
Institutional volumes reveal plenty. In the last year, WAB has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in WAB shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of industrials names are under accumulation right now. But there's a powerful fundamental story happening with Wabtec.
#locomotives
It's no wonder WAB shares are up 43% this year – and they could rise more. MoneyFlows data shows how Big Money investors are betting heavily on the forward picture of the stock.
Institutional volumes reveal plenty. In the last year, WAB has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in WAB shares. They reflect our proprietary inflow signal, pushing the stock higher:
Plenty of industrials names are under accumulation right now. But there's a powerful fundamental story happening with Wabtec.
#locomotives
