Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very sm ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Canaccord Genuity analyst Austin Moeller downgraded Bioceres Crop Solutions Corp. BIOX from Buy to Hold and lowered the price target from $6.5 to $2.5. Bioceres Crop Solutions shares closed at $2.24 on Tuesday. See how other analysts view this stock.Compass Point analyst Floris Van Dijkum downgraded BXP, Inc. ...

Two years back, I rated Bioceres Crop Solutions Corp. (NASDAQ: NASDAQ: BIOX ) as a Buy. My call was based on the potential of its HB4 drought-resistant technology, the steady stream of regulatory approvals, and theI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no s ...

Airbus CEO Guillaume Faury told CNBC on Tuesday that the plane maker remains on pace to deliver about 820 commercial aircraft in 2025, even as engine production delays continue to limit its capabilities.In an interview with CNBC's Phil LeBeau, Faury said the European company is "on track" with aircraft production and has been making "gliders," or finished planes without engines, as it awaits engine deliveries from manufacturers CFM International and Pratt & Whitney."All our attention will be on engine deliv ...

Bioceres Crop Solutions (NasdaqGS:BIOX) Q4 2025 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsPaula Savanti - Head of IRFederico Trucco - CEOOperatorWelcome all to the Bioceres Crop Solutions Fiscal Fourth Quarter and full year 2025 financial results. My name is Drew, and I'll be the operator on the call today. During the call, we will have a Q&A session after the prepared remarks. If you would like to register for a question, please press star followed by one on your telephone keypad. If ...

Bioceres Crop Solutions (NasdaqGS:BIOX) Q4 2025 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsPaula Savanti - Head of IRFederico Trucco - CEOOperatorWelcome all to the Bioceres Crop Solutions Fiscal Fourth Quarter and Full Year 2025 financial results. My name is Drew, and I'll be the operator on the call today. During the call, we will have a Q&A session after the prepared remarks. If you would like to register for a question, please press star followed by one on your telephone keypad. If ...

Bioceres Crop Solutions (NasdaqGS:BIOX) Q4 2025 Earnings Call September 09, 2025 08:30 AM ET Speaker1Welcome all to the Bioceres Crop Solutions fiscal fourth quarter and full year 2025 financial results. My name is Drew, and I'll be the operator on the call today. During the call, we will have a Q&A session after the prepared remarks. If you would like to register for a question, please press STAR followed by 1 on your telephone keypad. If you wish to withdraw your question, it is STAR followed by 2. With t ...

Financial Performance - FY25 revenue decreased by 28% to $335 million, compared to $465 million in FY24[12] - Crop Nutrition revenue decreased by 34% from $96.4 million in FY24 to $63.9 million in FY25[17] - Crop Protection revenue decreased by 20% from $227.2 million in FY24 to $181.9 million in FY25[17] - Seed & Integrated Products revenue decreased by 37% from $89.5 million in FY24 to $53.2 million in FY25[17] - Gross profit decreased by 29% year-over-year, from $186.6 million in FY24 to $131.7 million in FY25[22] - Adjusted EBITDA decreased from $81.4 million in FY24 to $28.3 million in FY25[29] Cash Flow - Net cash flows generated by operating activities increased by 27% from $41.7 million in FY24 to $53.0 million in FY25[31] - Net cash flows used in financing activities increased by 390% from $(10.1) million in FY24 to $(49.3) million in FY25[31] Strategic Initiatives - The company is pivoting its seed business to focus on trait development and partnerships for market access[41] - The company is refocusing its biological portfolio to prioritize profitability over topline growth[42] - The company expects $10-12 million in cost savings from restructuring efforts to streamline SG&A expenses[43]

ROSARIO, Argentina--(BUSINESS WIRE)--Bioceres Crop Solutions Corp. (Bioceres) (NASDAQ: BIOX), a leader in the development and commercialization of productivity solutions designed to regenerate agricultural ecosystems while making crops more resilient to climate change, announced financial results for the fiscal fourth quarter ended June 30, 2025. Financial results are expressed in U.S. dollars and are presented in accordance with International Financial Reporting Standards. All comparisons in t. ...

Group 1 - Bioceres (BIOX) reported seasonally light results for Q3 2025, indicating a challenging financial and liquidity situation [1] - The core market of Argentina is not showing signs of recovery, which is a concern for the company's future performance [1] - The absence of Syngenta payments and the presence of HB4 inventories are contributing factors to the company's difficulties [1] Group 2 - The investment approach focuses on operational aspects and long-term earnings power rather than market-driven dynamics [1] - The strategy emphasizes holding companies for the long term, with most recommendations being holds rather than buys [1]