Earnings Results - Mastercard is set to release its third-quarter earnings results on October 30, with analysts expecting earnings of $4.31 per share, an increase from $3.89 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $8.53 billion, compared to $7.37 billion a year earlier [1] Management Changes - Jill Kramer will join Mastercard as Chief Marketing and Communications Officer, effective December 1, 2025 [2] Stock Performance - Mastercard shares fell by 2% to close at $554.58 on the previous Wednesday [2] Analyst Ratings - Citigroup analyst Bryan Keane initiated coverage with a Buy rating and a price target of $735 [4] - Baird analyst David Koning maintained an Outperform rating and raised the price target from $640 to $660 [4] - Wells Fargo analyst Donald Fandetti maintained an Overweight rating and increased the price target from $625 to $650 [4] - Morgan Stanley analyst James Faucette maintained an Overweight rating and raised the price target from $639 to $661 [4] - Deutsche Bank analyst Bryan Keane reinstated a Buy rating with a price target of $650 [4]

Mastercard Incorporated (NYSE:MA) will release earnings results for the third quarter, before the opening bell on Thursday, Oct. 30.Analysts expect the Purchase, New York-based company to report quarterly earnings at $4.31 per share, up from $3.89 per share in the year-ago period. The consensus estimate for Mastercard's quarterly revenue is $8.53 billion, compared to $7.37 billion a year earlier, according to data from Benzinga Pro.On Oct. 21, Mastercard announced that Jill Kramer will join the company as C ...

Core Insights - Meta Platforms, Inc. is set to release its third-quarter earnings results on October 29, with expected earnings of $6.68 per share, an increase from $6.03 per share in the same period last year [1] - The consensus estimate for Meta's quarterly revenue is $49.37 billion, up from $40.59 billion a year earlier [1][2] - Meta has surpassed analyst revenue estimates for over 10 consecutive quarters [2] Analyst Ratings - The consensus rating for Meta stock is "Buy," with a highest price target of $1,086.00 and a lowest price target of $600.00, leading to a consensus price target of $826.95 [3] - Oppenheimer analyst Jason Helfstein has an Outperform rating with a revised price target of $825, down from $870 [5] - Cantor Fitzgerald analyst Deepak Mathivanan maintains an Overweight rating with a price target of $920 [5] - UBS analyst Stephen Ju has a Buy rating and increased the price target to $900 from $897 [5] - Wells Fargo analyst Ken Gawrelski raised the price target from $811 to $837 while maintaining an Overweight rating [5] - Mizuho analyst Lloyd Walmsley initiated coverage with an Outperform rating and a price target of $925 [5]

Core Insights - Starbucks Corporation is set to release its fourth-quarter earnings results on October 29, with analysts expecting earnings of 55 cents per share, a decrease from 80 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is $9.35 billion, an increase from $9.07 billion a year earlier [1] Dividend Information - On October 1, Starbucks raised its quarterly cash dividend from 61 cents to 62 cents per share [2] - Following the dividend announcement, Starbucks shares fell by 2.1%, closing at $85.43 [2] Analyst Ratings - Mizuho analyst Nick Setyan initiated coverage with a Neutral rating and a price target of $84 [4] - Barclays analyst Jeffrey Bernstein maintained an Overweight rating but reduced the price target from $115 to $95 [4] - Wells Fargo analyst Zachary Fadem kept an Overweight rating and lowered the price target from $105 to $100 [4] - Citigroup analyst Jon Tower maintained a Neutral rating and cut the price target from $99 to $84 [4] - Baird analyst David Tarantino upgraded the stock from Neutral to Outperform and increased the price target from $100 to $115 [4]

Core Viewpoint - CMOC's net profit for 3Q25 increased by 19% QoQ to RMB5.6 billion, significantly exceeding forecasts by 62% due to higher copper sales volume and a lower effective tax rate [1] Financial Performance - The company's copper sales volume decreased by 1% QoQ to 197.7k tonnes, but this was still 32% above forecasts due to a deviation from last year's seasonal pattern [2] - The effective profit tax rate was recorded at 27.5%, which is 9.5 percentage points lower than anticipated [2] - Cobalt sales were still recorded despite an export ban in the DRC, and trading profit surged 3.2 times QoQ, contributing to the strong earnings performance [2] Production Metrics - Copper output grew by 4% QoQ, while cobalt output fell by 12% QoQ, with the company continuing cobalt production despite the export ban [3] Future Earnings Expectations - Earnings are expected to surge by 42% QoQ in 4Q25, driven by a projected 10% increase in average LME copper prices and a rise in cobalt sales volume due to a secured export quota of 6.5k tonnes, which is 35% higher than 3Q25 sales [4] - A one-time gain of RMB1.5 billion from the disposal of a subsidiary in Xinjiang is also anticipated [4] Capital Expenditure and Growth Plans - The company plans to commence construction of Phase 2 of the KFM Mine in the DRC, with a capital expenditure of US$1.08 billion, which is 27% above previous forecasts [5] - This project is expected to add new capacity of 100k tonnes per annum of copper, with completion anticipated in the first half of 2027, at least six months ahead of prior estimates [5] Valuation Adjustments - The DCF-based target price has been raised from HK$13.91 to HK$15.56, reflecting increased earnings forecasts, equating to a 14.8x core 2025E P/E ratio [5]

Core Insights - Ulta Beauty, Inc. has a market capitalization of $23.4 billion and is a prominent specialty beauty retailer in the U.S. and Mexico, offering a variety of branded and private label products across multiple categories [1] Financial Performance - Analysts expect Ulta Beauty to report an EPS of $4.45 for fiscal Q3 2025, reflecting a 13.4% decrease from $5.14 in the same quarter last year [2] - For fiscal 2025, the forecasted EPS is $24.33, down 4% from $25.34 in fiscal 2024, but is projected to rebound to $26.95 in fiscal 2026, representing a year-over-year growth of 10.8% [3] Stock Performance - Ulta Beauty's shares have increased by 36.8% over the past 52 weeks, outperforming the S&P 500 Index's gain of 18.1% and the Consumer Discretionary Select Sector SPDR Fund's return of 19.5% during the same period [4] Recent Developments - Following the Q2 2025 results announced on August 28, Ulta Beauty's shares fell by 7.1%. Despite a 9.3% increase in net sales to $2.79 billion and a 9.1% rise in EPS to $5.78, concerns arose due to a decline in operating margin to 12.4% and a 20.5% increase in inventory to $2.4 billion [5] Analyst Sentiment - The consensus among analysts regarding ULTA stock is cautiously optimistic, with a "Moderate Buy" rating. Out of 27 analysts, 13 recommend "Strong Buy," 2 suggest "Moderate Buy," 11 indicate "Hold," and 1 advises "Strong Sell." The average price target for Ulta Beauty is $589.48, indicating a potential upside of nearly 14% from current levels [6]

Seagate Technology Holdings plc (NASDAQ:STX) will release earnings results for its fiscal first quarter, after the closing bell on Tuesday, Oct. 28.Analysts expect the Singapore-based company to report quarterly earnings at $2.4 per share, up from $1.58 per share in the year-ago period. The consensus estimate for Seagate's quarterly revenue is $2.55 billion, compared to $2.17 billion a year earlier, according to data from Benzinga Pro.On July 29, Seagate reported better-than-expected fourth-quarter financia ...

Core Insights - BioMarin Pharmaceutical Inc reported weaker-than-expected earnings for Q3, with earnings of 12 cents per share, missing the analyst consensus estimate of 37 cents per share [1] - Quarterly sales were reported at $776.133 million, also missing the analyst consensus estimate of $780.629 million [1] Financial Guidance - The company lowered its FY2025 adjusted EPS guidance from $4.40-$4.55 to $3.50-$3.60, while raising its sales guidance from $3.125 billion-$3.200 billion to $3.150 billion-$3.200 billion [2] - The CEO highlighted over 20% revenue growth from PALYNZIQ and VOXZOGO as key contributors to the business units [2] Stock Performance - Following the earnings announcement, BioMarin Pharmaceutical shares gained 4.3%, reaching $54.95 [3] - Analysts adjusted their price targets for the stock after the earnings report [3] Analyst Ratings - Morgan Stanley maintained an Overweight rating but lowered the price target from $104 to $98 [5] - HC Wainwright & Co. maintained a Neutral rating and cut the price target from $60 to $55 [5] - Barclays also maintained an Overweight rating, lowering the price target from $86 to $80 [5]

Core Insights - The J. M. Smucker Company (SJM) is a leading consumer packaged goods company based in Orrville, Ohio, with a market cap of $11.2 billion, producing a variety of food and beverage products [1] Financial Performance - Analysts expect SJM to report a diluted profit of $1.78 per share for the fiscal second quarter of 2026, representing a 23.6% decline from $2.76 per share in the same quarter last year [2] - For the full fiscal year, SJM is projected to report an EPS of $9.13, down 9.8% from $10.12 in fiscal 2025, but is expected to rebound with a 9.5% increase to $10 in fiscal 2027 [3] Stock Performance - SJM stock has underperformed the S&P 500 Index, which gained 18.4% over the past 52 weeks, with SJM shares declining by 9.7% during the same period [4] - Following the Q1 results announcement, SJM shares closed down more than 4%, with adjusted EPS of $1.90 falling short of Wall Street's expectations of $1.95, and revenue of $2.11 billion missing forecasts of $2.13 billion [5] Analyst Ratings - The consensus opinion on SJM stock is moderately bullish, with a "Moderate Buy" rating overall; out of 18 analysts, five recommend a "Strong Buy," three suggest a "Moderate Buy," and ten give a "Hold" rating [6] - The average analyst price target for SJM is $119.19, indicating a potential upside of 13.8% from current levels [6]

UnitedHealth Group Incorporated (NYSE:UNH) will release earnings results for the third quarter, before the opening bell on Tuesday.Analysts expect the company to report quarterly earnings at $2.81 per share, down from $7.15 per share in the year-ago period. The consensus estimate for UnitedHealth Group’s quarterly revenue is $113.06 billion, compared to $100.82 billion a year earlier, according to data from Benzinga Pro.The company has missed analyst estimates for revenue in five straight quarters. Prior to ...