Company Overview - Waste Management, Inc. (NYSE: WM) is a leading provider of comprehensive waste management services in North America, offering collection, transfer, recycling, and disposal services [1] - The company competes with other waste management firms such as Republic Services and Waste Connections [1] Recent Executive Activity - WM's CEO, James C. Fish Jr., sold 5,706 shares at $230.87 each, while retaining 220,087 shares [1][5] Institutional Investment - Envestnet Asset Management Inc. increased its stake in WM by 16.9% in the third quarter, acquiring an additional 144,860 shares, bringing its total to 1,001,706 shares, valued at $221.2 million [2] - Peregrine Asset Advisers Inc. boosted its holdings by 372.5% to 5,046 shares, valued at $1.1 million [3] - Telos Capital Management Inc. also increased its position in WM by 10.1% [3] Stock Performance - WM's stock is currently priced at $232.03, reflecting a $1.53 increase or 0.66% rise [4] - The stock has fluctuated between $229 and $233.50 today, with a year-high of $242.58 and a low of $194.11 [4][5] - WM's market capitalization is approximately $93.48 billion, with a trading volume of 1,040,699 shares [4]

Core Insights - Waste Management, Inc. (WM) is a leading provider of waste management services in North America, offering collection, transfer, recycling, and disposal services [1] - Oppenheimer has set a price target of $264 for WM, indicating a potential price increase of 18.32% from its current price of $223.13 [1][5] - AlphaQuest LLC has increased its investment in WM by 131.8%, reflecting strong confidence in the company's future performance [2][5] Market Performance - WM's current stock price is $223.13, which represents a decrease of 3.66% or $8.47, with fluctuations during the trading day ranging from a low of $220.84 to a high of $231.67 [3] - Over the past year, WM's stock has reached a high of $242.58 and a low of $194.11, indicating volatility in the stock market [3] - WM's market capitalization is approximately $89.89 billion, showcasing its significant presence in the waste management industry [4][5] Investor Interest - The trading volume on the NYSE for WM is 3,670,753 shares, indicating active investor interest [4] - Other investment firms, such as Cornercap Investment Counsel Inc. and Wealthfront Advisers LLC, have also adjusted their positions in WM, reflecting broader interest in the company's potential [2]

Group 1 - Quest Resource is expected to report earnings with a projected revenue decline of 17.8% year on year to $59.83 million, contrasting with a 3.3% increase in the same quarter last year [2][3] - Last quarter, Quest Resource missed analysts' revenue expectations by 17.9%, reporting revenues of $59.54 million, which is an 18.6% decrease year on year [1][3] - Analysts have generally reconfirmed their estimates for Quest Resource over the last 30 days, indicating expectations for the company to maintain its course heading into earnings [3] Group 2 - In the waste management segment, peers like Montrose and Waste Connections reported positive results, with Montrose achieving year-on-year revenue growth of 25.9% and Waste Connections reporting a 5.1% increase [4] - Positive sentiment in the waste management sector is reflected in an average share price increase of 2.2% over the last month, with Quest Resource's shares up 10.5% during the same period [5] - The average analyst price target for Quest Resource is $3.08, significantly higher than its current share price of $1.47 [5]

Core Insights - Perma-Fix is set to announce earnings results, having missed analysts' revenue expectations by 11.1% last quarter, reporting revenues of $14.59 million, which is a 4.3% year-on-year increase [1] - Analysts expect a revenue decline of 3% year-on-year to $16.3 million for the upcoming quarter, an improvement from a 23.2% decrease in the same quarter last year, with an adjusted loss anticipated at -$0.12 per share [2] - The company has missed Wall Street's revenue estimates twice since going public, but analysts have generally reconfirmed their estimates over the last 30 days, indicating a stable outlook heading into earnings [3] Industry Context - Peers in the waste management segment have shown positive performance, with Montrose reporting a year-on-year revenue growth of 25.9%, exceeding expectations by 10.9%, and Waste Connections reporting a 5.1% revenue increase, surpassing estimates by 0.5% [4] - The waste management sector has seen positive investor sentiment, with average share prices up 2.2% over the last month, while Perma-Fix's shares have increased by 22% during the same period [5] - Perma-Fix is entering earnings with an average analyst price target of $18, compared to its current share price of $12.87 [5]

Core Insights - Enviri is set to report earnings soon, having missed revenue expectations in the previous quarter by 2.5% with revenues of $562.3 million, a decline of 7.8% year on year [1] - Analysts expect Enviri's revenue to remain flat year on year at $573.2 million for the upcoming quarter, an improvement from a 3.9% decrease in the same quarter last year [2] - The company has missed Wall Street's revenue estimates twice since going public, but analysts have generally reconfirmed their estimates over the last 30 days, indicating a stable outlook [3] Industry Context - Peers in the waste management segment have shown positive results, with Montrose reporting a year-on-year revenue growth of 25.9% and Waste Connections reporting a 5.1% increase, both exceeding analysts' expectations [4] - The waste management sector has seen positive investor sentiment, with average share prices up 2.2% over the last month, while Enviri's shares increased by 6.1% during the same period [5] - Enviri's average analyst price target is $15.67, compared to its current share price of $12.19, suggesting potential upside [5]

Core Insights - Waste Management, Inc. (NYSE:WM) is a leading provider of waste management services in North America, focusing on collection, transfer, recycling, and disposal, with an emphasis on sustainability initiatives [1] - Citigroup has maintained a "Buy" rating for WM and raised the price target from $268 to $270 following the Q3 2025 earnings call [2][6] - The current stock price of WM is $204.23, reflecting a decrease of 4.46% [4][6] Financial Performance - During the Q3 2025 earnings call, key leaders discussed WM's financial performance and strategic initiatives, with a focus on sustainability and enterprise strategy [3] - WM has a market capitalization of approximately $82.27 billion, indicating its significant presence in the waste management industry [5] - The trading volume for WM on the NYSE is 3,533,603 shares, showing active investor interest [5] Stock Performance - The stock price has fluctuated between a low of $197.25 and a high of $208.80 on the current trading day, with a yearly high of $242.58 and a low of $197.25, indicating volatility [4]

In the northwest corner of Los Angeles County, one of America's largest landfills has been overheating to dangerous levels, and the neighbors are getting sick. There have been reports of headaches, nausea, and a cluster of new cancer cases. In 2022, buried pockets of waste at Chita Canyon Landfill started climbing to broiling temperatures well above safety standards, according to a state assessment.Since then, officials say the hot temperatures have consumed about 90 acres of the landfill, spewing out stron ...

Core Viewpoint - IQVIA Holdings Analytics Inc. reported strong first-quarter 2025 results, with earnings and revenues exceeding expectations, indicating positive growth trends in its business segments [1][7]. Financial Performance - Adjusted earnings were $2.70 per share, surpassing the Zacks Consensus Estimate by 2.7% and increasing 6.3% year-over-year [1]. - Total revenues reached $3.8 billion, exceeding the consensus estimate by 1.6% and growing 2.5% from the previous year [1]. - Adjusted EBITDA for the quarter was $883 million, a 2.4% increase from the year-ago quarter, but slightly below projections [5]. Segment Performance - The Research and Development segment generated revenues of $2.1 billion, showing a marginal increase year-over-year and meeting estimates [3]. - Revenues from the Technology and Analytics segment were $1.5 billion, growing 6.4% year-over-year and meeting estimates [4]. - Contract Sales and Medical Solutions revenues decreased 4.2% year-over-year to $181 million, missing estimates [4]. Cash Flow and Debt - Net cash generated from operating activities was $586 million, with capital expenditures of $142 million, resulting in a free cash flow of $426 million [6]. - The company ended the quarter with cash and cash equivalents of $1.7 billion, unchanged from the previous quarter, while long-term debt increased to $13.1 billion [5]. 2025 Guidance - For 2025, IQVIA raised its revenue guidance to $16.00-$16.40 billion, higher than the previous estimate and the Zacks Consensus Estimate of $15.86 billion [7]. - The company expects adjusted EPS in the range of $11.70-$12.10, with the midpoint exceeding the Zacks Consensus Estimate of $11.84 [7]. - Adjusted EBITDA guidance for 2025 is set at $3.76-$3.88 billion [7].