Analysts React To BlackRock's Q2 Earnings Beat Amid Margin Pressures
Benzinga· 2025-07-16 18:11
BlackRock, Inc. BLK on Tuesday reported that second-quarter 2025 revenue grew 13% year-over-year to $5.42 billion, beating the consensus of $5.34 billion. Adjusted operating income rose 12% to $2.09 billion. Adjusted EPS increased 16% to $12.05, beating the consensus of $10.80.Also Read: Big Banks Smash Earnings Expectations But Rally Fails To Produce New FuelGoldman Sachs maintains the Buy rating on BlackRock, revising the price forecast $1,163 from $1,115.Analyst Alexander Blostein on Wednesday wrote the ...
Chime Financial: Large TAM And Solid Growth Momentum
Seeking Alpha· 2025-07-16 18:10
I am positive on Chime Financial, Inc. (NASDAQ: CHYM ). My thesis is that CHYM has a strong product-market fit, and it is winning share from traditional banks. The growth outlook is underpinned by a large, underservedI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies ...
Johnson & Johnson Tops Q2 Estimates
The Motley Fool· 2025-07-16 18:10
Johnson & Johnson (JNJ 5.68%), a global healthcare leader best known for its pharmaceutical, MedTech, and medical device portfolio, reported earnings for Q2 2025 on Wednesday, July 16, 2025, that topped analysts' consensus estimates. The company exceeded market expectations for both adjusted earnings and revenue, even as some non-GAAP profitability measures dipped from the prior year. Revenue was $23.7 billion, topping the analyst estimate of $22.85 billion, while adjusted EPS came in at $2.77 versus an est ...
Should You Buy, Sell or Hold MELI Stock After Trump's Tariff Pledge?
ZACKS· 2025-07-16 18:10
Key Takeaways MELI's largest market, Brazil, faces risk from an imposed 50% U.S. tariff on imports. Mercado Ads and Mercado Pago are key to MELI's future growth across Latin America. S&P upgraded MELI to BBB, citing strong performance, profitability, and financial discipline.MercadoLibre (MELI) has built its largest and most crucial market in Brazil, which now accounts for more than 50% of its total revenues. However, Trump’s 50% tariff on Brazilian imports has raised concerns. If the country’s economy ta ...
J.B. Hunt Q2 Earnings & Revenues Lag Estimates, Decrease Y/Y
ZACKS· 2025-07-16 18:10
Key Takeaways JBHT posted Q2 EPS of $1.31 and $2.93B in revenues, both missing estimates and flat year over year. Operating income fell 4% on higher wage, claims, and equipment costs; $319M was spent on share buybacks. JBHT continues to expect 2025 tax rate to be between 24% and 25%.J.B. Hunt Transport Services, Inc. (JBHT) reported second-quarter 2025 earnings of $1.31 per share, which missed the Zacks Consensus Estimate of $1.34 and declined 0.8% year over year.Total operating revenues of $2.93 billion ...
Why Citigroup Is Still The Best Value Bet In Large-Cap Banking
Benzinga· 2025-07-16 18:03
Citigroup C has kicked off earnings season with strong second-quarter 2025 results, prompting several Wall Street analysts to reiterate positive ratings and raise price forecasts for the banking giant.The company’s performance was highlighted by an impressive beat on earnings per share and net interest income, driven by robust activity in its Markets and Services segments, along with disciplined expense management.Analysts from Piper Sandler, UBS, and Keefe, Bruyette & Woods lauded Citi’s improved outlook, ...
Netflix Set to Report Q2 Earnings: Buy, Sell or Hold NFLX Stock?
ZACKS· 2025-07-16 18:01
Key Takeaways Netflix to report Q2 2025 earnings on July 17 with expected revenue growth of 15.4% to $11.035 billion. NFLX benefits from Squid Game finale and accelerating advertising revenue growth in Q2 2025. Netflix stock outperformed peers with 4..5% YTD gains amid platform enhancements and content wins.Netflix (NFLX) is slated to report second-quarter 2025 results on July 17. For the second quarter of 2025, NFLX forecasts revenues to increase 15.4% (+17% F/X neutral) to $11.035 billion, as the compan ...
VRT vs. GNRC: Which Data Center Infrastructure Stock Has an Edge Now?
ZACKS· 2025-07-16 18:01
Key Takeaways VRT's Q1 sales jumped 24% Y/Y, with organic orders up 20%, driven by AI and edge computing demand. VRT's rich partner ecosystem and cooling innovations support expansion in high-performance AI data centers. GNRC unveiled 2.25-3.25 MW generators for data centers but faces macro pressures and tariff headwinds.Vertiv (VRT) and Generac Holdings (GNRC) are major players in the data center infrastructure market, providing critical infrastructure solutions for data centers and industrial environmen ...
AMD's AI Chips Gain Ground in Data Centers: A Sign for More Upside?
ZACKS· 2025-07-16 18:01
Key Takeaways AMD's data center revenues jumped 57.2% Y/Y in Q1 2025, driven by rising AI workload demand. Meta is deploying AMD MI300X for Llama models and collaborating on future AI chip platforms. Despite gains, AMD faces strong competition from INTC and NVDA in the data center AI chip market.Advanced Micro Devices (AMD) is strengthening its footprint in the artificial intelligence (AI) market through an expanding portfolio tailored for data center applications. The latest MI300 series accelerator fami ...
ER Services Earns Coveted Carrier Factory Authorized Dealer Designation
Prnewswire· 2025-07-16 18:01
MINT HILL, N.C., July 16, 2025 /PRNewswire/ -- ER Services has earned the Carrier Factory Authorized Dealer designation and is now recognized among the best dealers in the U.S. and Canada. Carrier is a part of Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions.Carrier Factory Authorized Dealers must meet national performance and certification standards to achieve the factory endorsement. Additionally, they must demonstrate a longstanding commitment to the Carr ...