Key Takeaways Crescent Energy shares rose 9.9% in three months, outpacing the Oil-Energy sectors 5.6% gain.Q2 results showed sales volume up 59.4%, revenues up 37.5%, and net income up 131.5%. CRGY expanded its mineral portfolio with a $72M acquisition, boosting growth momentum. Shares of Crescent Energy Company ((CRGY) have risen an impressive 9.9% over the past three months, outperforming the Zacks Alternative-Energy industry’s return of 9.3% and the broader Zacks Oils-Energy sector’s rise of 5.6%. Howeve ...

Key Takeaways Altria's cigarette shipments fell 10.2% in Q2 and 11.9% in the first half of 2025.Despite volume declines, smokeable segment OCI rose 4.2% in Q2 and 3.5% in the first half.Net price realization climbed 10% in Q2 and 10.4% in the first half, boosting profitability.Altria Group, Inc. ((MO) is currently leaning on its pricing strategy to counter the ongoing decline in cigarette volumes, a persistent challenge in the tobacco industry. The company's second quarter of 2025 results show a significant ...

Key Takeaways Toast unveiled the Toast Go 3 handheld with a 24-hour battery and built-in cellular connectivity.AI engine ToastIQ powers upsells, marketing tools and workflow automation for restaurants.Toast raised 2025 gross profit and EBITDA guidance, but rising costs and tariffs may hurt margins.Toast, Inc.’s (TOST) recent product launches and robust expansion moves suggest it is positioning itself for stronger profitability. The company’s latest launch is the Toast Go 3 handheld, which uses ToastIQ with ...

The name is now more expensive than after my last coverage on 3Q25 , when tariff fears were high. It will be 2H25, the period that will define the actual impact of tariffs onLong-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 parti ...

It's been a few months since I first took a look at Bar Harbor Bankshares (NYSE: BHB ), the holding company for Maine-based Bar Harbor Bank & Trust. This small community bank is one of the most unassuming names you're likely toI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on ' ...

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 ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Core Insights - NextEra Energy (NEE) is positioned for sustainable long-term growth due to its well-balanced generation portfolio, which includes a significant presence in renewable energy, particularly wind and solar power [1][9] - The company is expanding its renewable footprint and securing long-term contracts that provide stable cash flows [1] Generation Portfolio - In 2024, Florida Power and Light, a unit of NextEra, generated electricity using natural gas (69%), solar (20%), nuclear (10%), and other sources (1%) [2] - Another unit, Energy Resources, utilized wind (64%), nuclear (17%), solar (15%), and other sources (4%) for its generation [2] Reliability and Stability - NextEra's natural gas generation assets are crucial for ensuring reliability and grid stability, providing dependable baseload and peaking capacity to balance renewable output fluctuations [3] - Nuclear generation further strengthens the portfolio by providing carbon-free baseload power, complementing intermittent renewable sources and reducing reliance on fossil fuels [4] Strategic Advantages - The integration of multiple fuel-based generation assets reduces risk, supports customer needs, and aligns with national energy transition goals, securing consistent earnings growth [5][6] - Utilities with diverse fuel sources, like Duke Energy and Dominion Energy, also benefit from enhanced reliability and competitiveness, mitigating risks and supporting long-term decarbonization goals [7] Financial Performance - NextEra's shares have outperformed the Zacks Utility Electric-Power industry, gaining 11.8% over the past three months compared to the industry's 1.6% rise [8] - The company has a trailing 12-month return on equity (ROE) of 12.31%, surpassing the industry average of 10.14%, indicating efficient use of shareholders' equity [11] Earnings Growth Expectations - NextEra anticipates its 2025 earnings per share to range between $3.45 and $3.70, reflecting a year-over-year increase from $3.43 [13] - The Zacks Consensus Estimate indicates expected year-over-year growth of 7.29% and 7.88% for 2025 and 2026 earnings per share, respectively [13]

Core Insights - Canadian Solar, Inc. (CSIQ) reported a second-quarter 2025 adjusted loss of 53 cents per share, missing the Zacks Consensus Estimate of earnings of 76 cents [1] - The company experienced a GAAP loss of 8 cents per share, a decline from the previous year's earnings of 2 cents per share [1] Revenue Performance - Canadian Solar's revenues for the quarter were $1.69 billion, falling short of the Zacks Consensus Estimate of $1.92 billion by 11.7% [2] - Year-over-year, revenues increased by 3.5% from $1.64 billion, primarily driven by higher sales of battery energy storage systems and solar modules [2] Operational Metrics - Solar module shipments totaled 7.9 gigawatts (GW), within the company's guidance of 7.5-8.0 GW, but down 4% year over year [3] Gross Margin Analysis - The gross margin was reported at 29.8%, exceeding the guided range of 23-25% and improving by 1,260 basis points year over year [4] - The increase in gross margin was attributed to the release of unrealized profit from sales-type leasing of a U.S. project, higher margin contributions from battery energy storage systems, and adjustments related to U.S. anti-dumping and countervailing duties [4] Operating Expenses - Total operating expenses reached $377.6 million, a 61.1% increase year over year, driven by impairment charges related to certain solar and storage assets [5] - Depreciation and amortization charges amounted to $145.8 million, up from $122 million in the prior year [5] Financial Position - As of June 30, 2025, Canadian Solar's cash and cash equivalents were $1.86 billion, an increase from $1.70 billion as of December 31, 2024 [6] - Long-term borrowings rose to $3.46 billion from $2.73 billion during the same period [6] Future Guidance - For Q3 2025, Canadian Solar anticipates total module shipments of 5.0-5.3 GW and battery energy storage shipments of 2.1-2.3 gigawatt-hours (GWh) [7] - Expected total revenues for Q3 are projected to be between $1.3 billion and $1.5 billion, while the Zacks Consensus Estimate stands at $1.92 billion [7] - The company forecasts a gross margin between 14% and 16% for the upcoming quarter [7] Annual Projections - For the full year 2025, Canadian Solar expects total module shipments of 25-27 GW and battery energy storage shipments of 7-9 GWh [9] - Total revenues for 2025 are projected to be between $5.6 billion and $6.3 billion, aligning with the Zacks Consensus Estimate of $6.3 billion [9]

Prime Minister Mark Carney is scrapping Canada's punishing tariffs on billions of dollars worth of American products in hopes of making trade peace with the Trump administration. But Carney isn't completely backing down. Canada will maintain its 25% tariffs on US steel, aluminum and automobiles — sectors where Trump has imposed his own punitive levies. The dramatic policy reversal comes just one day after Carney and Trump spoke by phone, marking their first publicly acknowledged conversation in weeks. Sourc ...