Core Viewpoint - Avient (AVNT) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending March 2025, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on May 6, with a consensus EPS estimate of $0.75 per share, reflecting a year-over-year decrease of 1.3%. Revenues are projected to be $833.46 million, which is a 0.5% increase from the previous year [3]. - The consensus EPS estimate has been revised down by 4.33% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Avient is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.42%, which complicates the prediction of an earnings beat [10][11]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a favorable Zacks Rank, but Avient currently holds a Zacks Rank of 3, making it challenging to predict a positive outcome [8][11]. Historical Performance - In the last reported quarter, Avient was expected to post earnings of $0.48 per share but exceeded expectations with actual earnings of $0.49, resulting in a surprise of +2.08%. Over the last four quarters, the company has consistently beaten consensus EPS estimates [12][13]. Conclusion - While Avient does not appear to be a compelling candidate for an earnings beat, it is essential for investors to consider other factors influencing stock performance ahead of the earnings release [16].

Media Contact press@outbrain.com Investor Relations Contact NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Outbrain Inc. (NASDAQ: OB), which is operating under the new Teads brand, announced today that the company will release its first quarter 2025 results before the market opens on Friday, May 9, 2025, followed by a conference call at 8:30 a.m. (Eastern Time) that same day to discuss the company's results and business outlook. The conference call can be accessed live over the phone by dialing 1-877-497-9071 ...

丨证券研究报告丨 公司研究丨点评报告丨中国移动（600941.SH） [Table_Title] 中国移动 2025Q1 业绩点评： 业绩稳健增长，应收账款增长显著放缓 报告要点 [Table_Summary] 2025Q1，公司业绩表现符合预期，EBITDA 实现同比正增长。传统业务表现稳健，固网综合 ARPU 延续正增长；政企市场持续发力，与互联网合作进一步加强，与阿里巴巴的全面战略合 作进入新阶段。经营性净现金流负增长主因公司加快付款进度，公司应收账款增长已显著放缓， 增速为三家运营商中最低。展望全年，公司目标实现收入增幅稳步提升、利润良好增长。 分析师及联系人 [Table_Author] 于海宁 温筱婷 SAC：S0490517110002 SAC：S0490524100002 SFC：BUX641 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 中国移动（600941.SH） cjzqdt11111 事件评论 风险提示 2、产业数字化业务竞争加剧。 丨证券研究报告丨 2025-04-29 [Table_Title 中国移动 2025Q1 2] 业绩点 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report forecasts a soft GDP growth of 0.5% for 2025 Q4/Q4, primarily due to the negative impacts of tariffs, which are likened to a tax hike, tightening financial conditions, and increasing business uncertainty [3][6] - It identifies three main risks: higher production costs due to tariffs, high foreign retaliatory tariffs, and loss of access to rare earth elements, all of which could disrupt production and employment [3][34] Summary by Sections Economic Impact of Tariffs - The report estimates that tariff-driven cost increases could raise US production costs by 5-15% in some industries, significantly affecting their competitiveness [11][17] - It highlights that tariffed US exports to China account for approximately 0.5% of US GDP and support over 750,000 jobs across various sectors [28][30] Risks from Retaliatory Tariffs - China's 125% tariff on US exports is expected to block most exports, posing a significant risk to industries reliant on the Chinese market [26][28] - The report notes that while other countries have been restrained in retaliating against US exports, the high tariff rates could lead to further economic disruptions if not addressed [30][43] Rare Earth Element Restrictions - The report discusses the potential impact of China's restrictions on rare earth exports, which could disrupt production in industries that rely heavily on these materials [34][35] - It estimates that disruptions could affect between 200,000 to 500,000 jobs depending on the severity of the restrictions [35] Sector Analyst Insights - A survey of sector analysts indicates that about half expect trade-war related production disruptions and layoffs, with concerns primarily centered around retaliatory tariffs [39][41] - The report emphasizes the uncertainty surrounding how companies will adapt to these risks, with potential responses including halting production or seeking alternative markets [39][41] Monitoring Trade War Risks - The report introduces trade war trackers to monitor industrial production and payrolls in the most affected industries, providing a framework to assess ongoing impacts [44][47] - It suggests that the current high tariff rates could lead to unintended consequences, further risking GDP forecasts if not mitigated [43][44]

Wall Street expects a year-over-year decline in earnings on lower revenues when Clorox (CLX) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 5. On the other h ...

Freightcar America (RAIL) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 5 ...

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Freshpet despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Freshpet is expected to report quarterly earnings of $0.11 per share, reflecting a year-over-year decrease of 47.6%, while revenues are projected to be $259.92 million, an increase of 16.1% from the previous year [3]. - The consensus EPS estimate has been revised down by 28.49% over the last 30 days, indicating a bearish sentiment among analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Freshpet is lower than the consensus estimate, resulting in an Earnings ESP of -57.87%, which complicates the prediction of an earnings beat [10][11]. - Freshpet currently holds a Zacks Rank of 5, further indicating a challenging outlook for surpassing the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Freshpet was expected to earn $0.44 per share but only achieved $0.36, resulting in a surprise of -18.18% [12]. - Over the past four quarters, Freshpet has beaten consensus EPS estimates three times [13]. Conclusion - Freshpet does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors when evaluating the stock ahead of its earnings release [16].

"Organizations continue to be challenged by increasingly stealthy and persistent cyber threats, which are slowing detection and response times," said Mark Hughes, Global Managing Partner for Cybersecurity Services, IBM. "By delivering agentic AI capabilities, IBM is automating threat hunting to help improve detection and response processes so clients can unlock new value from security operations and free up already scarce security resources." ARMONK, N.Y., April 28, 2025 /PRNewswire/ -- IBM (NYSE: IBM) toda ...

Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 38 years of trading experience, emphasizing his contrarian stock selection style and algorithmic analysis for identifying investment opportunities [1] Group 1: Investment Strategies - Paul Franke developed a system called "Victory Formation," which focuses on supply/demand imbalances indicated by specific stock price and volume movements [1] - The "Bottom Fishing Club" articles target deep-value stocks or those showing significant positive technical momentum reversals [1] - The "Volume Breakout Report" articles analyze positive trend changes supported by strong price and volume trading activity [1] Group 2: Performance and Recognition - Franke was consistently ranked among the top investment advisors nationally during the 1990s and achieved the 1 position in the Motley Fool® CAPS stock picking contest in 2008 and 2009 out of over 60,000 portfolios [1] - As of September 2024, he was ranked in the Top 3% of bloggers by TipRanks® for 12-month stock picking performance over the last decade [1] Group 3: Risk Management - Franke advises investors to implement stop-loss levels of 10% or 20% on individual stock choices and to maintain a diversified portfolio of at least 50 well-positioned stocks to enhance regular stock market outperformance [1]

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Viewpoints - Shifting business operations away from China is nearly impossible for other Asian economies due to China's central role as a market, supplier, and source of foreign direct investment [1][6][12] - Any trade restrictions imposed on China by other Asian economies would likely lead to retaliatory measures from China, severely impacting trade, capital flows, and growth prospects in the region [6][12][13] Summary by Sections Trade Restrictions and Challenges - The report analyzes which economies might be pressured to impose trade restrictions on China and concludes that most Asian economies outside of China would find it very difficult to implement such measures [3][6] - Economies like Vietnam, Thailand, and India, which have significant trade surpluses with the US and deficits with China, would struggle to impose tariffs on China due to their reliance on Chinese inputs [8][12] Economic Dependencies - China is a crucial source of final demand, inputs, and equipment for many Asian economies, particularly ASEAN countries, making it challenging for these economies to decouple from China [12][34] - Approximately 17% of exports from Asia (excluding China and Hong Kong) go to the US, while 16.6% go to China, highlighting the significant trade relationships within the region [12][26] Investment Flows - China accounts for 7.9% of foreign direct investment inflows into Asia (excluding China), with ASEAN economies being particularly reliant on Chinese investment [12][34] - The share of ASEAN in China's outward foreign direct investment has increased from 15% in 2018 to 20% in 2023, indicating growing economic ties [34][38] Supply Chain Implications - The report emphasizes that imposing tariffs on Chinese goods would disrupt the cross-border production networks in Asia, leading to inflation in consumer goods prices [12][30] - China holds a significant share in global exports of key products, such as mobile phones (37%) and computers (37%), meaning tariffs would likely lead to increased prices for these goods in other Asian economies [30][31] Conclusion - The report concludes that Asian economies are unlikely to impose trade and investment barriers against China, as it would severely disrupt their existing business models and economic growth [13][34]