Telephone and Data Systems, Inc. ’s (NYSE: TDS ) recent share price performance seems to be disconnected from the company’s actual operational performance, which tells me that investors are looking forward to when it gets a massive influx ofMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell opti ...

Financial Data and Key Metrics Changes - In Q1 2025, the company reported total net revenues of $9.2 million, a 26.2% decrease from $14.4 million in Q1 2024, attributed to lower time charter rates and a reduced number of vessels operated [6][28] - The net loss attributable to controlling shareholders was $3.7 million, compared to a loss of $1.8 million in the same period last year, resulting in a loss per share of $1.35 [6][28] - Adjusted EBITDA for Q1 2025 was negative $1 million, down from $2.1 million in Q1 2024 [6][28] Business Line Data and Key Metrics Changes - The fleet currently consists of 12 vessels with an average age of 13.6 years and a total capacity of approximately 843,000 deadweight tons [9] - Fixed rate coverage for the remainder of the year is approximately 22%, excluding vessels under index-linked charters [11] Market Data and Key Metrics Changes - The dry bulk market has softened in Q1 2025, with average spot rates for Panamax vessels below $8,000 per day and one-year time charter rates around $12,000 per day [12] - The Baltic Panamax Index and Baltic Dry Index saw notable contractions, declining approximately 27% year-on-year [12] - The IMF revised global GDP growth forecasts for 2025 down to 2.8% from 3.3%, reflecting increased risks from tariffs and geopolitical tensions [13][14] Company Strategy and Development Direction - The company aims to modernize its fleet by selling older vessels and replacing them with younger ones, with plans to take delivery of two new vessels in 2027 [7][44] - The strategy includes opportunistic share repurchases to reflect confidence in long-term value [7] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding the dry bulk sector outlook, citing geopolitical instability and a slowdown in key markets as contributing factors [18][22] - The company anticipates a softer market for the remainder of 2025, particularly in China, where dry bulk import volumes are not expected to replicate previous growth [22] Other Important Information - The company has repurchased 334,000 shares totaling $5.3 million as part of a $10 million share repurchase program initiated in August 2022 [7] - As of March 31, 2025, the company's outstanding debt was $105.2 million, with a projected cash flow breakeven level of approximately $11,935 per vessel per day [32][34] Q&A Session Summary Question: Will vessel operating expenses continue at the current level? - Management indicated that operating expenses were slightly over budget in Q1 but it is premature to predict future spending based on one quarter [39][40] Question: What is the forecast for scheduled off-hire days? - Management expects only one dry docking this year and anticipates minimal commercial off-hire days [41][43] Question: How is the fleet being managed regarding acquisitions and sales? - The company plans to sell older vessels and replace them with younger ones, depending on market conditions [44] Question: Are there opportunities to scrap older vessels? - Currently, there are no immediate candidates for scrapping, but management noted a slight increase in scrap activity in the market [48][49] Question: Have trade patterns changed due to tariffs? - Management noted no significant changes in trade patterns or loading/unloading times due to tariffs [52][55] Question: What is the status of the newbuild program? - The company expects to make a payment towards the end of the year for newbuilds, with further payments scheduled for 2026 [58][60] Question: Why was there no stock buyback in Q1? - Limited liquidity and expectations of market improvement were cited as reasons for not executing buybacks in Q1 [61]

Credo Technology Group TodayCRDOCredo Technology Group$76.10 -0.36 (-0.47%) 52-Week Range$22.50▼$86.69Price Target$78.60Add to WatchlistCredo Technology Group’s NASDAQ: CRDO stock price surged 25% following its FQ4 earnings release and guidance update, and it will likely set a new all-time high soon. The results were strong and affirmed the company’s growing importance in the data center, high-performance computing, and AI industries. Once dependent on Amazon NASDAQ: AMZN and Amazon Web Services for its bu ...

Core Insights - Analysts expect Academy Sports and Outdoors, Inc. (ASO) to report quarterly earnings of $0.91 per share, reflecting a year-over-year decline of 15.7% [1] - Revenue projections stand at $1.37 billion, indicating a slight increase of 0.4% compared to the same quarter last year [1] - There have been no revisions in the consensus EPS estimate over the last 30 days, suggesting stability in analysts' forecasts [1] Revenue Estimates - 'Net Sales- Merchandise Division Sales- Outdoors' is projected to reach $390.43 million, showing a year-over-year increase of 4.1% [4] - 'Net Sales- Merchandise Division Sales- Sports and recreation' is estimated at $322.41 million, indicating a decline of 8% from the previous year [4] - 'Net Sales- Other Sales' is forecasted to be $28.42 million, reflecting a significant increase of 166.5% year-over-year [4] Additional Sales Metrics - 'Net Sales- Merchandise Division Sales- Footwear' is expected to be $278.12 million, representing a decrease of 4.9% from the prior year [5] - The total merchandise sales are anticipated to reach $1.34 billion, indicating a decline of 1.3% compared to the previous year [5] - 'Net Sales- Merchandise Division Sales- Apparel' is projected at $344.86 million, reflecting a year-over-year increase of 2.8% [6] Store Metrics - Analysts estimate that 'Stores - EOP' will total 302, an increase from 284 reported in the same quarter last year [6] Stock Performance - Over the past month, shares of Academy Sports and Outdoors have increased by 10.1%, outperforming the Zacks S&P 500 composite, which rose by 5.2% [7] - ASO currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near future [7]

Wall Street analysts expect Dave & Buster's (PLAY) to post quarterly earnings of $1.05 per share in its upcoming report, which indicates a year-over-year decline of 6.3%. Revenues are expected to be $569.26 million, down 3.2% from the year-ago quarter.The current level reflects an upward revision of 2.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Ahead of a ...

Core Insights - Accelsius has deployed a Thermal Simulation Rack at Global Switch's new London showroom, marking a significant milestone in their European operations [1][4] - Global Switch is committed to sustainability and innovation, focusing on liquid cooling technologies to educate their customers [2][5] - The "Future Now: London Live Liquid Cooling Showcase" event will take place from June 9-13, providing an opportunity for industry leaders to experience Accelsius' cooling technology [3] Company and Technology Highlights - The Accelsius Thermal Simulation Rack is designed to replicate real-world heat loads from AI and HPC deployments, allowing for live testing of cooling solutions [4] - Accelsius' two-phase liquid cooling system utilizes a dielectric refrigerant for superior heat removal, aimed at meeting the demands of AI and high-performance computing while reducing energy consumption [5] - The showroom is expected to attract over 150 customers from around 40 global organizations, indicating a growing interest in liquid cooling as a sustainable alternative to traditional air cooling [5] Industry Context - Global Switch is recognized as a pioneer in adopting advanced data center technologies, showcasing Accelsius' Thermal Simulation Rack as part of their commitment to innovation [2][5] - The collaboration between Accelsius and Global Switch highlights the industry's shift towards energy-efficient cooling solutions in data centers [5]

NEW YORK, June 04, 2025 (GLOBE NEWSWIRE) -- Cipher Mining Inc. (NASDAQ:CIFR) (“Cipher” or the “Company”) today released its unaudited production and operations update for May 2025. Key Highlights Key MetricsMay 2025BTC Mined1179BTC Sold64BTC Held2966Deployed Mining Rigs75,000Month End Operating Hashrate (EH/s)13.5Month End Fleet Efficiency (J/TH)18.9 1 Includes May power sales estimates (based on current meter dat ...

Core Insights - Dollar Tree, Inc. (DLTR) reported strong first-quarter fiscal 2025 results, with earnings and sales exceeding expectations and showing year-over-year growth, driven by effective strategic initiatives [1][2][3] Financial Performance - Adjusted earnings per share (EPS) from continuing operations increased by 2.4% year over year to $1.26, surpassing the Zacks Consensus Estimate of $1.19 [1] - Net sales from continuing operations, excluding Family Dollar, rose by 11.3% year over year to $4.64 billion, exceeding the Zacks Consensus Estimate of $4.54 billion [2] - Same-store sales grew by 5.4% year over year, supported by a 2.5% increase in customer traffic and a 2.8% rise in the average ticket [2][8] - Gross profit increased by 11.7% year over year to $1.6 billion, with a gross margin expansion of 20 basis points to 35.6% [3] - Selling, general and administrative (SG&A) costs were 27.3% of sales, up 100 basis points from the previous year, influenced by higher depreciation, payroll, and utility costs [4] - Adjusted operating income rose by 1.4% year over year to $387.8 million, while the operating margin contracted by 80 basis points to 8.4% [5] Financial Health - As of the end of the first quarter, Dollar Tree had cash and cash equivalents of $1 billion, with no borrowings under its revolvers and no commercial paper outstanding [6] - Net merchandise inventories were $2.70 billion, reflecting a 9.8% year-over-year increase [6] - The company repurchased 5.9 million shares for $436.8 million during the quarter, with an additional 780 thousand shares bought for $67.5 million post-quarter [7] Strategic Initiatives - Dollar Tree opened 148 new stores and converted nearly 500 stores to the 3.0 multi-price format during the first quarter, bringing the total store count to 16,607 [11] - The company is in the process of selling its Family Dollar business for approximately $1.007 billion, with expected net proceeds of around $800 million [9][10] Future Outlook - Dollar Tree maintained its fiscal 2025 sales guidance, projecting net sales from continuing operations of $18.5-$19.1 billion, supported by same-store sales growth of 3-5% [12][13] - Adjusted EPS from continuing operations is projected to be $5.15-$5.65, reflecting impacts from share repurchases [13][14] - The company anticipates a decline in second-quarter adjusted EPS from continuing operations by 45-50% year over year, with expectations of recovery in the third and fourth quarters [16]

Core Viewpoint - Interparfums (IPAR) shares have increased by approximately 14% over the past month, outperforming the S&P 500, but recent estimates have trended downward, raising questions about the sustainability of this positive trend leading up to the next earnings release [1][2]. Group 1: Earnings Report and Stock Performance - The last earnings report for Interparfums was about a month ago, during which the stock saw a notable increase in value [1]. - The stock's performance has been strong relative to the S&P 500, indicating positive market sentiment [1]. Group 2: Estimates and Scores - Fresh estimates for Interparfums have trended downward over the past month, suggesting a potential shift in market expectations [2][4]. - The company currently holds an average Growth Score of C, a Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [3]. - The aggregate VGM Score for Interparfums is D, indicating overall underperformance across multiple investment strategies [3]. Group 3: Outlook - The downward trend in estimates indicates a broader negative sentiment regarding the stock's future performance [4]. - Interparfums has a Zacks Rank of 3 (Hold), suggesting that the stock is expected to deliver an in-line return in the coming months [4].

It has been about a month since the last earnings report for Mattel (MAT) . Shares have added about 12.6% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Mattel due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, es ...