Edenred: A Great Business At A Compelling Valuation (OTCMKTS:EDNMY)
Seeking Alpha· 2025-10-20 13:02
Edenred ( OTC:EDNMY ) shares offer an attractive opportunity to purchase a wide-moat business at a significant discount to intrinsic value. The company commands a dominant position in most of the markets in which it operates andI manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate companies as a business - not a stock ticker - and invest when I judge the market to have significantly mispriced them. I have a degree in Engineering and an ...
Why SLB Could Be the Smartest Oil Stock to Buy Now
MarketBeat· 2025-10-20 13:02
Core Viewpoint - SLB reported third-quarter earnings that exceeded expectations, reflecting cautious optimism for future growth despite current market challenges [2][3] Financial Performance - Revenue for the third quarter was $8.93 billion, slightly above the expected $8.92 billion [2] - Earnings per share (EPS) were 69 cents, surpassing estimates of 66 cents by 3.95% [2] Market Context - SLB's stock has declined over 1% following the earnings report and is down approximately 14% in 2025, correlating with crude oil price movements [1] - Crude oil prices recently fell below $60 per barrel, but structural trends suggest potential for higher demand and pricing power in the future [4][5] Growth Catalysts - North American infrastructure investment and onshoring efforts are expected to drive energy demand, potentially tightening supply and supporting oil prices [5][6] - International markets, particularly in the Middle East and Asia, are showing resilience, with 80% of SLB's revenue derived from these regions [8] Strategic Initiatives - SLB is focusing on long-cycle projects and anticipates OPEC+ will gradually increase production quotas, which aligns with the company's investment strategy [9] - The company is also advancing in digital and transition technologies, with its SLB New Energy division targeting carbon capture and lithium extraction [10] Financial Outlook - Analysts project a 12-month stock price forecast of $52.00, indicating a potential upside of 59.61% from the current price of $32.58 [12] - SLB is trading at a discount to historical valuation multiples and industrial peers, with a forward earnings multiple around 9x [13][14]
Edenred: A Great Business At A Compelling Valuation
Seeking Alpha· 2025-10-20 13:02
Edenred ( OTC:EDNMY ) shares offer an attractive opportunity to purchase a wide-moat business at a significant discount to intrinsic value. The company commands a dominant position in most of the markets in which it operates andI manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate companies as a business - not a stock ticker - and invest when I judge the market to have significantly mispriced them. I have a degree in Engineering and an ...
Can ASYS' AI Packaging Growth Offset Weak Mature Node Demand?
ZACKS· 2025-10-20 13:01
Core Insights - Amtech Systems is experiencing significant growth in its AI packaging business, with a 26% sequential revenue increase to $19.6 million in Q3 fiscal 2025, driven by strong demand for AI infrastructure equipment [2][10] - Sales of AI infrastructure equipment surged fivefold year-over-year, constituting approximately 25% of Thermal Processing Solutions' revenues, indicating a robust demand outlook for AI-related products [3][10] - Despite the growth in AI, Amtech continues to face challenges in its mature node semiconductor business, which is a major headwind affecting overall growth [4][5] Financial Performance - The Zacks Consensus Estimate predicts a 24.4% decline in Amtech's revenues for fiscal 2025 due to ongoing weakness in the mature node semiconductor market [5][10] - Amtech's shares have increased by 37.5% year-to-date, outperforming the Zacks Semiconductor - General industry's growth of 34.2% [8] - The company trades at a forward price-to-sales ratio of 1.34X, significantly lower than the industry average of 14.66X, indicating potential undervaluation [12] Earnings Estimates - The Zacks Consensus Estimate for Amtech's fiscal 2025 earnings is a loss of six cents per share, while for fiscal 2026, earnings are projected at 15 cents per share, reflecting a year-over-year growth of 350% [15][16]
Wabtec Gears Up to Report Q3 Earnings: Is a Beat in Store?
ZACKS· 2025-10-20 13:01
Key Takeaways Wabtec's Q3 earnings estimates rose to $2.27, implying a 13.5% gain from the year-ago quarter's actual.WAB's Freight and Transit revenues are expected to grow 7.8% and 5.9%, respectively, in 3Q25.WAB has a positive Earnings ESP and a Zacks Rank #2, signaling an earnings beat in Q3.Westinghouse Air Brake Technologies (WAB) , operating as Wabtec Corporation, is scheduled to report third-quarter 2025 results on Oct. 22, 2025, before market open.The Zacks Consensus Estimate for WAB’s third-quarter ...
AWS Outage Briefly Shutters Broad Swaths of the Internet
PYMNTS.com· 2025-10-20 13:01
Amazon Web Services says it has fixed the massive outage reported Monday (Oct. 20).By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.That outage impacted millions of people and large portions of the internet around t ...
Truist hires Corporate Banking leaders for energy and technology sectors
Prnewswire· 2025-10-20 13:01
Accessibility StatementSkip Navigation New group heads will accelerate industry-focused strategy CHARLOTTE, N.C., Oct. 20, 2025 /PRNewswire/ -- Truist Financial Corporation (NYSE: TFC) today announced the addition of new leaders to its Commercial and Corporate Banking franchise, highlighting Truist's ongoing commitment to delivering industry expertise and expanding its market presence to serve large corporate clients across key sectors, including energy and technology. Veronica LaMarca, Head of Technology ...
Atai Life Sciences: Promising Emerging Leader In Psychedelics (NASDAQ:ATAI)
Seeking Alpha· 2025-10-20 13:00
My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking ...
Weatherford International's Upcoming Earnings: A Look at NASDAQ:WFRD
Financial Modeling Prep· 2025-10-20 13:00
Weatherford International plc (NASDAQ:WFRD) is set to release its quarterly earnings with an anticipated EPS of $1.15 and revenue of $1.18 billion.The company has been upgraded to a Zacks Rank #1 (Strong Buy), indicating a positive earnings outlook and potential for near-term stock price movements.Weatherford has a history of outperforming earnings estimates, with an average earnings surprise of 54.26% in the last two quarters.Weatherford International plc, listed as NASDAQ:WFRD, is a prominent player in th ...
Peoples Bancorp Announces Third Quarter 2025 Results
Accessnewswire· 2025-10-20 13:00
NEWTON, NC / ACCESS Newswire / October 20, 2025 / Peoples Bancorp of North Carolina, Inc. (NASDAQ:PEBK) (the "Company"), the parent company of Peoples Bank (the "Bank"), reported third quarter 2025 results with highlights as follows: Third quarter 2025 highlights: Net earnings were $3.7 million or $0.70 per share and $0.67 per diluted share for the three months ended September 30, 2025, as compared to $4.0 million or $0.74 per share and $0.72 per diluted share for the same period one year ago. Net interest ...