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UPS Is Outpacing the Market: A Green Light for Investors?
MarketBeat· 2025-06-27 12:19
Core Viewpoint - United Parcel Service (UPS) is experiencing a stock recovery after a challenging year, with a recent gain of over 5% in the last month, outperforming the S&P 500 index [1][2] Financial Performance - UPS reported an adjusted earnings per share (EPS) of $1.49 for Q1 2025, exceeding analyst expectations of $1.38 and reflecting a 4.2% increase year-over-year [3] - The company's adjusted operating margin is at 8.2%, indicating improved operational efficiency despite a slight dip in overall revenue [4] Strategic Focus - UPS's management strategy, termed "better, not bigger," emphasizes securing more profitable deliveries rather than merely increasing package volume [6] - Revenue in the U.S. Domestic segment grew by 1.4% to $14.46 billion, driven by a 4.5% increase in revenue per piece, showcasing effective pricing power [6] Market Position - UPS plays a crucial role in the global economy, providing a reliable logistics network amid complex supply chains and shifting trade policies [7] - The company is a vital partner for businesses of all sizes, enhancing its position in high-value areas such as healthcare product shipping [8] Dividend and Valuation - UPS offers a dividend yield of 6.51%, with an annual dividend of $6.56 and a 16-year track record of maintaining or increasing dividends [9][11] - The stock is currently trading near $100, significantly below its 52-week high of over $148, suggesting potential for recovery not yet reflected in its price [11] Future Outlook - Analysts express cautious optimism regarding UPS's rebound, supported by a disciplined cost reduction plan of $3.5 billion for 2025 and a favorable valuation with a P/E ratio of 12.66 [10][11]
MercadoLibre Stock Is Up 50%—Buy, Hold, Or Sell?
Forbes· 2025-06-27 11:40
POLAND - 2024/11/24: In this photo illustration, the MercadoLibre company logo is seen displayed on ... More a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images MercadoLibre Inc (NASDAQ: MELI), frequently referred to as the “Amazon of Latin America,” runs the largest online marketplace in the region—and has consistently been increasing its market share for the last three years. Similar to Amazon (NASDAQ: AMZN) or eBay (NASD ...
X @Andy
Andy· 2025-06-27 11:20
RT Wei Dai (@_weidai)Make sure you are a platform business if you are building software.Find ways to make your product more valuable as more people use it, i.e. manufacture network effects for your productIt may not be obvious but I believe you can platformize most software products ...
Milliseconds to Magic: Real‑Time Workflows using the Gemini Live API and Pipecat
AI Engineer· 2025-06-27 10:31
The Gemini Live API GA is now powered by Google's best cost-effective thinking model Gemini 2.5 Flash. We will do a deep dive on the capabilities that the Gemini Live API combined with Pipecat unlock for devs with special focus on session management, turn detection, tool use (including async function calls), proactivity, multilinguality and integration with telephony and other infra. We will demo some of the more innovative capabilities. We will also talk through some customer use cases - especially how cus ...
X @Bloomberg
Bloomberg· 2025-06-27 09:47
China Confirms US Trade Framework, Stocks Near Record Highs and a Treasury Deal Kills ‘Revenge Tax’ That Spooked Wall Street. Get all the news you need to start your day on the Bloomberg Daybreak podcast. https://t.co/pGulmeamaH ...