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Earnings Outlook

All articles tagged with #earnings outlook

Beyond Megacaps: Five Tech Stocks Poised to Shine This Earnings Season
markets1 month ago

Beyond Megacaps: Five Tech Stocks Poised to Shine This Earnings Season

Analysts see opportunities beyond the Magnificent Seven as earnings season approaches, favoring software and specialized semiconductor plays. Apple and Alphabet are highlighted for near-term AI-driven upside (Gemini integration and strong product cycles), while KLA is a high-conviction AI-chip production pick; IBM and ServiceNow are named as software beneficiaries amid margin expansion and growth in non-traditional software offerings, suggesting a broader set of winners could emerge this season.

via MarketWatch|
#artificial-intelligence#earnings-outlook#markets
business1 month ago

Trade-Up Tailwinds Lift Thor: Loop Capital Upgrades THO on RV Demand

Loop Capital upgraded Thor Industries to Buy from Hold after attending the Ohio RV Supershow, citing a rising mix of higher-end RVs and stronger margins as customers trade up. Thor’s expanded fifth-wheel lineup could help it gain share, with better margins expected in the second half of the year or beyond as production ramps slowly to avoid inventory issues; FY27 earnings are likely to reflect the trade-up cycle rather than immediate gains. The stock has climbed about 14% over the past year.

via CNBC|
#business#earnings-outlook#loop-capital
AMD's Stock Declines Despite Strong Earnings and Positive Outlook
business6 months ago

AMD's Stock Declines Despite Strong Earnings and Positive Outlook

Despite an optimistic revenue forecast for the third quarter driven by demand for AI and PC processors, AMD's stock fell after-hours due to concerns over the absence of Chinese sales in the guidance, stemming from ongoing licensing issues with the US government. The company expects to benefit from new AI chips and market share growth, but uncertainties around China sales and inventory adjustments have impacted investor confidence.

via MarketWatch|
#ai-chips#amd#business
UnitedHealth Shares Drop Amid Rising Costs and Profit Warnings
business7 months ago

UnitedHealth Shares Drop Amid Rising Costs and Profit Warnings

UnitedHealth reported weaker-than-expected Q2 results due to rising medical costs and lowered its full-year earnings outlook, with plans to increase premiums significantly in 2026 to offset these costs. The company's stock has fallen sharply this year, but it remains financially strong despite regulatory risks and industry struggles.

via Investor's Business Daily|
#business#earnings-outlook#medical-costs
HelloFresh Stock Plummets 42% Following Bleak Outlook Warning
business2 years ago

HelloFresh Stock Plummets 42% Following Bleak Outlook Warning

HelloFresh shares plummeted 42% after the company issued a disappointing earnings outlook for 2024, with analysts expressing concern over elevated customer acquisition costs and the removal of previously announced targets for 2025. The Berlin-based firm expects adjusted EBITDA to decrease in 2023 and 2024 due to increased production capacity and marketing expenses, despite a forecast for higher revenue from the North American market. The company's annual results are set to be released on March 15.

via CNBC|
#business#earnings-outlook#hellofresh
"Cadence Design Systems Stock Drops Due to Outlook"
finance2 years ago

"Cadence Design Systems Stock Drops Due to Outlook"

Cadence Design Systems beat fourth-quarter earnings expectations but missed sales and earnings guidance for the current quarter, causing its stock to fall more than 6% in after-hours trading. The company's full-year guidance, however, exceeded Wall Street's estimates. CEO Anirudh Devgan expressed optimism about future opportunities in AI and 3D IC. Despite the disappointing outlook, CDNS stock remains on three IBD stock lists and ranks third in IBD's Computer Software-Design industry group.

via Investor's Business Daily|
#cadence-design-systems#cdns-stock#earnings-outlook
"S&P 500 Reaches Historic 5000 Mark Amidst Volatile Market Conditions"
finance2 years ago

"S&P 500 Reaches Historic 5000 Mark Amidst Volatile Market Conditions"

The S&P 500 has surpassed the 5,000 level for the first time, but its valuation has also soared to 20.4 times forward price-to-earnings ratio, well above the historic average of 15.7. While some investors remain cautious, others believe that high valuations can persist for a while. Rising Treasury yields and stable profit expectations for 2024 have contributed to the market's expensive valuation, with some experts cautioning that the current level may precede subpar performance. However, the index's valuation is influenced by the heavy weighting of its largest stocks, and there are fewer signs of speculative excesses seen in past market turning points.

via Reuters|
#earnings-outlook#equity#finance
Humana's Warning Sends Stock Plummeting, Rivals Suffer Decline
finance2 years ago

Humana's Warning Sends Stock Plummeting, Rivals Suffer Decline

Humana's stock plummeted 11% to a nearly two-year low after cutting its earnings forecast and reporting sluggish growth in its Medicare Advantage plans for 2024. The company's higher-than-expected medical costs and lower-than-anticipated new plan additions contributed to the disappointing outlook, causing a ripple effect on other managed care stocks like UNH, CVS, Centene, Molina Healthcare, Elevance Health, and Cigna. Humana's warning on inpatient and outpatient costs, along with its balanced approach to pricing, led to a 1.8% growth projection for Medicare Advantage in 2024, significantly trailing industry growth.

via Investor's Business Daily|
#earnings-outlook#finance#humana
Cisco's Fallout Outlook and Billion-Dollar AI Promise Impact Quarterly Results
business2 years ago

Cisco's Fallout Outlook and Billion-Dollar AI Promise Impact Quarterly Results

Cisco Systems reported better-than-expected quarterly results, with revenue rising 7.6% YoY to $14.67 billion and net income increasing to $3.64 billion. However, the company slashed its fiscal year earnings outlook due to consumers being busy implementing previously received offerings. This weak guidance overshadowed the positive results, causing Cisco's shares to fall by as much as 13%. The company also announced partnerships with Splunk and Nvidia to enhance workplace collaboration and unveiled new AI-powered products. Cisco is confident in gaining $1 billion worth of AI infrastructure orders from cloud providers by 2025.

via Yahoo Finance|
#business#cisco-systems#earnings-outlook