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CAVA Stock Down 23% Post Q2 Earnings: Should You Buy, Sell or Hold?
ZACKS· 2025-08-13 17:30
Key Takeaways CAVA's Q2 EPS topped estimates, but revenues of $280.6M fell short of expectations.Comparable sales rose 2.1% as tough menu comps and flat traffic slowed momentum.Macro softness and input costs challenge growth, while valuation remains above industry.CAVA Group, Inc. (CAVA) reported second-quarter 2025 results, wherein earnings beat the Zacks Consensus Estimate but revenues missed the same. Following the results, the company’s shares declined nearly 23% in the after-hours trading session yeste ...
2 Business Services Firms Poised to Beat Estimates This Earnings Season
ZACKS· 2025-08-13 17:30
Reflecting on the first quarter of 2025, the U.S. service sector maintained strong momentum, benefiting from economic stability and continued expansion in non-manufacturing activities. Key growth drivers included the accelerating AI revolution, rising demand for cost efficiency, and an increased emphasis on regulatory compliance. Digital transformation remained pivotal, reshaping business operations and enhancing service delivery.Multiple service industries, including transportation and warehousing, retail ...
Pembina Pipeline Q2 Earnings Match Estimates, Revenues Miss
ZACKS· 2025-08-13 17:30
Key Takeaways Pembina Pipeline Q2 EPS of 47 cents matched estimates but fell from 55 cents posted a year earlier.Revenues dropped 4.5% to $1.3B, missing estimates on weaker segment performance.2025 adjusted EBITDA forecast decreased to C$4.2B-C$4.4B, with capital plan raised to $1.3B.Pembina Pipeline Corporation (PBA) reported second-quarter 2025 earnings per share of 47 cents. The figure was in line with the Zacks Consensus Estimate. The bottom line decreased from the year-ago quarter’s level of 55 cents. ...
Is Mondelez's Pricing Power Enough to Offset Cocoa Cost Surge?
ZACKS· 2025-08-13 17:30
Key Takeaways Mondelez's Q2 organic net revenues rose 5.6%, driven by strong pricing despite volume decline.Adjusted gross profit margin fell 680 bps to 33.7% on higher raw material and transport costs.New pricing rounds in North America and emerging markets aim to counter sustained cocoa inflation.Mondelez International, Inc. ((MDLZ) entered the second quarter of 2025 facing intense cocoa cost inflation, but its pricing power played a pivotal role. Organic net revenues rose 5.6%, fueled by a 7.1 percentage ...
Avidia Bancorp: Newly Converted Thrift At A Discount To TBV
Seeking Alpha· 2025-08-13 17:29
Avidia Bancorp (NYSE: NYSE: AVBC ) is a newly converted thrift based in Hudson, Massachusetts. It has 10 branches in Worcester and Middlesex counties, and as of Q2 2025, the bank had about $3 billionI'm a private investor focused on deep value and special situations, particularly in the small-cap and micro-cap space. I especially like finding companies trading below tangible book or sitting on excess capital. Areas of interest include thrift conversions, community banks, shipping, and places where value is ...
Axon Q2: Strong TASER Ecosystem, But Stock Overvalued, Initiate At Sell
Seeking Alpha· 2025-08-13 17:26
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
CAVA Group: Overreaction To Same Stores Sales Decline, Huge Buying Opportunity
Seeking Alpha· 2025-08-13 17:25
CAVA Group, Inc. (NYSE: CAVA ) , the fast-growing Mediterranean fast casual restaurant chain, has emerged as a standout performer in the restaurant industry. They have captured consumers through their wide range of menu offerings, from meat-based, vegan, vegetarian, gluten-free, dairy-free, keto, and more.I am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamenta ...
Snail, Inc. Postpones Second Quarter 2025 Conference Call
Globenewswire· 2025-08-13 17:25
CULVER CITY, Calif., Aug. 13, 2025 (GLOBE NEWSWIRE) -- Snail, Inc. (Nasdaq: SNAL) (“Snail Games” or the “Company”), a leading global independent developer and publisher of interactive digital entertainment, is postponing the conference call to discuss its financial results for the second quarter ended June 30, 2025, originally scheduled for later today, August 13, 2025, at 4:30 p.m. Eastern time. The Company will issue a press release announcing the new date and time for the postponed earnings call in due c ...
Time to Buy Eli Lilly and Other Undervalued Healthcare Stocks?
ZACKS· 2025-08-13 17:21
Healthcare has been one of the toughest sectors for investors over the past year. In fact, over the last 12 months, it has been the worst performing sector in the entire market. Many of the industry’s former high-flyers, like Eli Lilly ((LLY), whose GLP-1 drugs have been hailed as breakthrough treatments for diabetes and obesity, have faced steep corrections.But with sentiment now near rock-bottom and valuations reset, the sector may be offering a rare entry point. I see a particularly compelling setup for ...
Dell Technologies Stock Surges 23% Year to Date: How to Play
ZACKS· 2025-08-13 17:21
Core Insights - Dell Technologies (DELL) shares have increased by 23% year to date, outperforming the broader Zacks Computer and Technology sector's growth of 14.6% and the Zacks Computer - Micro Computers industry's decline of 7.6% [1][10] - The growth is primarily driven by strong demand for AI-related products and an expanding partner network [2][9] Financial Performance - In Q1 FY26, Dell reported record orders of $12.1 billion and a backlog of $14.4 billion, indicating robust demand for AI products [3] - Projected revenues for Q2 FY26 are expected to be between $28.5 billion and $29.5 billion, suggesting a year-over-year growth of 16% [12] - Non-GAAP earnings are anticipated to be $2.25 per share, indicating a 15% growth at the mid-point [13] AI Business Growth - Dell is experiencing significant growth in its AI-related business, particularly in AI servers, driven by digital transformation and interest in generative AI applications [2] - The company has introduced updates to its AI Data Platform, enhancing capabilities for managing AI workflows [6] - New server offerings, including PowerEdge R7725 and R770 featuring NVIDIA RTX PRO 6000 GPUs, are designed to accelerate AI workloads [8] Partner Network Expansion - Dell's expanding partner base includes notable companies such as Lowe's, NVIDIA, Microsoft, and Meta Platforms, contributing to its growth [9][11] - The partnership with Lowe's aims to enhance customer experiences through advanced AI and PC technology [11] Competitive Landscape - Despite its growth, Dell faces stiff competition in the server market from companies like Hewlett-Packard and Super Micro Computers [17] - Hewlett-Packard's server business has seen a 6% year-over-year growth, reaching $4.06 billion, driven by demand for AI-optimized servers [18] Valuation Metrics - Dell shares are considered undervalued, with a forward 12-month price-to-sales ratio of 0.89 compared to the sector average of 6.83 [14]