Beta Technologies valued at $7.4 billion as shares open flat in NYSE debut
Reuters· 2025-11-04 18:58
Electric aircraft maker Beta Technologies was valued at $7.44 billion after its shares opened flat in their New York Stock Exchange debut on Tuesday, signaling investor caution over a prolonged U.S. g... ...
Marathon Petroleum targets $3.5B annual cash distributions from MPLX through 2026 as market tightness persists (NYSE:MPC)
Seeking Alpha· 2025-11-04 18:57
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CDW signals low single-digit IT market growth outlook amid persistent volatility and strong services expansion (NASDAQ:CDW)
Seeking Alpha· 2025-11-04 18:57
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Clorox Q1 Earnings Beat Estimates, Organic Sales Fall 17% Y/Y
ZACKS· 2025-11-04 18:56
Key Takeaways Clorox's Q1 EPS of $0.85 beat estimates but fell 54% year over year on softer sales from its ERP shift.Net sales declined 19% to $1.43B, hurt by lower shipments and ERP-related transition impacts.The company launched its new U.S. ERP system, boosting digital strength and operational adaptability.The Clorox Company (CLX) reported first-quarter fiscal 2026 results, wherein both the top and bottom lines beat the Zacks Consensus Estimate but decreased on a year-over-year basis. Also, organic sales ...
INSP Stock Gains Following Q3 Earnings Beat, Gross Margin Expands
ZACKS· 2025-11-04 18:56
Key Takeaways Inspire Medical reported Q3 EPS of 38 cents, ahead of the expected loss of 15 cents.INSP's Q3 revenues rise to $224.5 million, driven by market reach and therapy awareness.Inspire Medical raised 2025 EPS guidance to 90 cents to $1.00 while maintaining revenue outlook.Inspire Medical Systems, Inc. (INSP) delivered adjusted earnings per share (EPS) of 38 cents in third-quarter 2025, down 36.7% year over year. The figure compares with the Zacks Consensus Estimate of a loss of 15 cents.INSP’s Reve ...
Aware Stock Down Post Q3 Earnings Despite Strong Revenue Growth
ZACKS· 2025-11-04 18:56
Shares of Aware, Inc. (AWRE) have lost 7.4% since the company reported its earnings for the year ended Sept. 30, 2025, trailing the S&P 500 Index’s 0.3% decline during the same period. Over the past month, the stock has lost 11.2% against the S&P 500’s 2% gain.AWRE’s Earnings SnapshotFor the third quarter of 2025, Aware reported revenues of $5.1 million, up 33.3% year over year compared with $3.8 million in the same quarter of 2024. This growth was driven mainly by a $1 million expansion of perpetual licens ...
Palantir Technologies Earnings Review: Buy the Dip?
ZACKS· 2025-11-04 18:56
Core Insights - Palantir Technologies reported strong quarterly results, beating expectations on both earnings and revenue, with adjusted earnings of $0.21 per share and revenue of $1.18 billion [1][2] - Total revenue increased by 63% year-over-year, marking the second consecutive quarter above $1 billion, while net income more than tripled to $475.6 million [2] - Despite the strong performance, valuation concerns persist, with the stock trading at over 100x sales and approximately 400x earnings, significantly higher than competitors like Nvidia and Vertiv [3][10] Financial Performance - Adjusted earnings were $0.21 per share, exceeding the consensus estimate of $0.17 [1] - Revenue rose from $725.5 million to $1.18 billion, a 63% increase year-over-year [2] - Net income increased to $475.6 million, or $0.18 per share, compared to $143.5 million, or $0.06 per share, a year earlier [2] Valuation Concerns - The stock's valuation is a key concern, trading at over 100x sales and roughly 400x earnings, which is significantly higher than other AI leaders [3] - Nvidia and Vertiv are trading at 46x forward earnings, which is considered elevated but more reasonable compared to Palantir [3] Market Dynamics - The current pullback in Palantir's stock may present a tactical buying opportunity for momentum-oriented investors [4][11] - The stock recently broke out from a multi-month bull flag, confirming a strong uptrend, although it has pulled back approximately 7% following the earnings release [5][6] - Buyers have entered around the prior resistance zone, which is now acting as support, indicating favorable entry points for investors [6][7] Investment Considerations - For investors looking to initiate or add to a position in PLTR, the $185 support zone could serve as a risk marker [7] - Alternatives like Vertiv and Nvidia offer exposure to the AI theme at more moderate multiples for valuation-sensitive investors [12] - Palantir remains a compelling high-beta play in the AI ecosystem for those comfortable with momentum and volatility [12]
What to Note Ahead of Parker-Hannifin's Q1 Earnings Release?
ZACKS· 2025-11-04 18:56
Key Takeaways Aerospace Systems expected to post 8.4% growth, led by robust commercial, defense and aftermarket demand.Diversified North America likely offset by off-highway weakness and International sees growth on electronics.Margin performance likely supported by the Win Strategy's focus on efficiency and capital discipline.Parker-Hannifin Corporation (PH) is slated to release first-quarter fiscal 2026 (ended September 2025) results on Nov. 6, before market open.The Zacks Consensus Estimate for revenues ...
LKQ Corporation (LKQ) Presents at 49th Annual Automotive Symposium Transcript
Seeking Alpha· 2025-11-04 18:56
PresentationBrian SponheimerGabelli Funds, LLC All right. So moving along, we now have LKQ Corp., which keeping along with the theme we touched on yesterday, financial engineering. LKQ Corp. recently acquired Uni-Select for $2.1 billion in August of 2023, which is a Canadian-based distributor of parts and accessory across Canada and then also has the FinishMaster brand, which is a distributor of paints, coatings and related products serving the collision market. Those are all -- those businesses are within ...
Shopify: Payments Acceleration, GMV Expansion, And Global Opportunity
Seeking Alpha· 2025-11-04 18:55
The market has proven tough to please during the Q3 earnings season, as regular earnings beats have failed to drive continued enthusiasm to lift stocks beyond their current all-time highs.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been q ...