The Zacks Analyst Blog Uber, Comcast, Gilead Sciences and Onfolio Holdings

Group 1: Uber Technologies, Inc. (UBER) - Uber's shares have increased by 1.4% over the past six months, while the Zacks Internet - Services industry has gained 13.3% [5] - The company's delivery business is benefiting from strong online order volumes, and its expansion efforts through acquisitions are promising [5][6] - For Q1 2025, adjusted EBITDA is projected to be between $1.79 billion and$1.89 billion [6] - Despite positive aspects, high costs and expenses, particularly in sales and marketing, along with significant debt levels, are concerns [7] Group 2: Comcast Corp. (CMCSA) - Comcast's shares have underperformed the Zacks Cable Television industry over the past year, declining by 13.8% compared to the industry's 7.6% drop [8] - The company faces challenges from video-subscriber attrition due to cord-cutting and increased competition in broadband services [8] - However, Comcast has seen growth in domestic wireless subscribers and plans to transition to DOCSIS 4.0 technology, which is expected to enhance its competitive position [9] - The streaming service Peacock is a key driver for broadband sales, and recovery in the theme park and movie sectors is expected to support profitability [10] Group 3: Gilead Sciences, Inc. (GILD) - Gilead's shares have outperformed the Zacks Medical - Biomedical and Genetics industry over the past year, with a gain of 38.2% compared to a 7.0% decline for the industry [11] - The company's HIV therapy, Biktarvy, continues to show strong growth, contributing positively to revenue [11] - Estimated sales for Biktarvy indicate a compound annual growth rate (CAGR) of approximately 5.8% over the next three years [13] - Recent pipeline setbacks are a concern, despite the company's efforts to enhance its oncology and virology franchises [13] Group 4: Onfolio Holdings, Inc. (ONFO) - Onfolio's shares have significantly outperformed the Zacks Internet - Commerce industry, with a 164.5% increase compared to the industry's 38.5% [14] - The company reported a 53% year-over-year revenue increase, driven by acquisitions [14] - However, Onfolio has faced net losses of $1.91 million in the first nine months of 2024, with rising expenses impacting margins [16] - Liquidity is tight, with cash declining by 63$4.39 million [16]