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Anthropic Close to $170B Value With New Fundraise
Bloomberg Technology· 2025-07-30 18:15
What's phenomenal is the valuations, but also the change in valuation. Absolutely, yeah. The company was valued at 60 billion just a few months ago, so this is a really a tremendous leap for anthropic.Kate, you got some interesting details in the reporting about some of the financials, r, r, r in particular. What have we learned. So the companies at about $5 billion in recurring revenue and it's projecting to reach 9 billion by the end of the year.You also managed to name some of the big name investors. The ...
How Should Investors Approach UPS Stock Post Q2 Earnings Miss?
ZACKS· 2025-07-30 16:52
Core Insights - United Parcel Service (UPS) shares fell 10.57% to $90.84 following an earnings miss and a year-over-year revenue decline in Q2 2025 [1][2] - Although revenues of $21.2 billion exceeded expectations, they still represented a 2.7% decline year over year [3][10] - The company did not provide full-year guidance due to ongoing macroeconomic uncertainties [1] Financial Performance - Q2 2025 earnings per share were $1.55, missing the Zacks Consensus Estimate by a penny and declining 13.4% year over year [3][10] - Average daily volumes declined 3.8% year over year in the first half of 2025, attributed to weak consumer sentiment and tariff impacts [11] Market Position - Year-to-date, UPS shares have dropped 28%, underperforming the Zacks Transportation—Air Freight and Cargo industry's 16% decline [5][8] - Over the past year, UPS shares have decreased over 30%, while its industry and FedEx have seen declines of 21% and 22%, respectively [8] Challenges Facing UPS - The company is experiencing a demand slowdown due to declining shipping demand and lackluster online sales [11][12] - Concerns about dividend sustainability arise from an elevated payout ratio of 84%, with free cash flow barely covering dividend payments [13][15] Strategic Moves - UPS plans to reduce its workforce by 20,000, approximately 4% of its global workforce, and shut down 73 facilities to streamline operations [19][21] - The company has also agreed to cut Amazon volumes by more than 50% by June 2026, as Amazon was not considered its most profitable customer [21] Valuation - UPS is currently trading at a forward P/E of 11.99, lower than the industry average of 13.2 and FedEx [17] Investment Outlook - Despite attractive valuation and expansion efforts, near-term risks such as tariff uncertainties and declining earnings estimates suggest that buying UPS stock may be premature [19][22]
X @TechCrunch
TechCrunch· 2025-07-30 16:23
Ramp hits $22.5B valuation just 45 days after reaching $16B | TechCrunch https://t.co/eY0lTKwcrD ...
IXJ: A Bet On Global Healthcare Recovery
Seeking Alpha· 2025-07-30 05:33
I am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling, valuation, and qualitative analysis, demonstrated with hands-on roles in private equity, asset management and Real Estate. On Seeking Alpha, I aim to write about companies I find interesting sharing my insights and ...
X @Forbes
Forbes· 2025-07-30 01:12
WATCH: Here Are The WNBA’s Most Valuable Teams 2025 https://t.co/dJ7hKcb4OZ https://t.co/dJ7hKcb4OZ ...
Figma is coming public at an expensive level, says Jim Cramer
CNBC Television· 2025-07-29 23:59
powerful as the power of us. >> Who later this week we got a big IPO coming. Figma, the design software company, is looking at an initial valuation in the neighborhood of 20 billion bucks, making this the largest enterprise software deal since 2021.Now, my gut says that this stock should be able to roar right out of the gate. But you know what. I'm hesitant to recommend it.Even though the underlying business is excellent because I'm betting it will quickly get way too expensive. Now, if I'm wrong. If I'm wr ...
X @Forbes
Forbes· 2025-07-29 21:12
WATCH: Here Are The WNBA’s Most Valuable Teams 2025 https://t.co/GUpcGlCr1D https://t.co/GUpcGlCr1D ...
X @TechCrunch
TechCrunch· 2025-07-29 19:05
Anthropic reportedly nears $170B valuation with potential $5B round | TechCrunch https://t.co/iNRMl2Wyfi ...
Anthropic to be valued at $170B in Iconiq-led funding
CNBC Television· 2025-07-29 18:08
We have some more news. Mackenzie Seagalos has it in San Francisco. What are we learning here.Hey, Scott. So, Anthropic is in talks to raise as much as $5 billion in a new funding round that values the company at 170 billion. That's according to Bloomberg.They've got Iconic Capital leading the round. Now, this follows an FT report Friday that you and I talked about that Peggy AI startup's next valuation closer to $150 billion, which really underscores how quickly investor expectations for that clawed chatbo ...
Howmet Q2 Earnings Preview: Should You Buy the Stock Now or Wait?
ZACKS· 2025-07-29 15:11
Key Takeaways HWM is projected to post Q2 EPS of $0.87 on $1.99B revenues, up 29.9% and 5.8% year over year, respectively.Commercial and defense aerospace strength is likely to drive Q2 growth despite Boeing production headwinds.Valuation concerns and weakness in forged wheels may pressure HWM despite the recent 37.4% stock surge.Howmet Aerospace Inc. (HWM) is scheduled to release second-quarter 2025 results on July 31, before market open. The Zacks Consensus Estimate for earnings is currently pegged at 87 ...