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EPlus (PLUS) Tops Q4 Earnings Estimates
ZACKS· 2025-05-22 22:26
EPlus (PLUS) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 27.59%. A quarter ago, it was expected that this computer products reseller would post earnings of $1.22 per share when it actually produced earnings of $1.06, delivering a surprise of -13.11%.Over the last four quarters, th ...
里昂证券:美股对贸易战风险“极度自负” 盈利预期恐难兑现
news flash· 2025-05-22 10:10
里昂证券:美股对贸易战风险"极度自负" 盈利预期恐难兑现 金十数据5月22日讯,里昂证券首席股票策略师Alexander Redman警告称,美股投资者对贸易战冲击企 业盈利的严重性表现出"极度自负"。他指出,企业资本支出意愿出现本世纪第四次负增长、密歇根大学 消费者信心指数创数十年新低、三分之二美国家庭预计未来一年失业加剧等数据均亮起红灯。"关税期 间对企业和家庭信心遭到实质性打击,市场情绪难以回到去年12月水平。"Redman强调当前市场预期今 明两年标普500指数每股收益分别增长10%和14%,远超过去四五十年约6.7%的复合年增长率,存在明 显高估。"卖方机构不会提醒这些风险,因他们在2022-2023年预测经济衰退失准后信誉受损,不愿再度 逆势发声。" ...
Snowflake Inc. (SNOW) Beats Q1 Earnings and Revenue Estimates
ZACKS· 2025-05-21 22:16
Snowflake Inc. (SNOW) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.09%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.30, delivering a surprise of 76.47%.Over the last four quarters, the company ha ...
当前时点,A股与港股怎么看?
2025-05-21 15:14
当前时点,A 股与港股怎么看?20250521 摘要 企业盈利预期稳定,贸易战硬数据冲击尚未显现,政策支持逐步落地, A 股震荡中枢预计上修至半年线附近,不宜过度下调全年盈利预测。 A 股市场缺乏主线逻辑,板块轮动迅速。中美贸易休战窗口期,美国进 口商或加速备货,短期利好港口、航运板块,中国制造业的全球竞争力 持续提升。 大宗商品价格受关税冲击影响,油价受多重利空因素压制,但中东局势 变化和需求恢复可能推动油价回升,工业金属需求也将随各国自主可控 发展而上升,低位是布局机会。 公募基金新规扰动市场,但小逻辑也引发关注。银行、非银、公用事业、 生物医药、石油石化等欠配行业或受青睐,电子、电力设备等超配板块 可能受损。 公募基金或逐步调整业绩基准,选择更贴合自身配置行业和风格的指数, 短期活跃资金可能减少。持续看好新消费领域,但传统消费刺激政策短 期效果有限,6 月或是更好时间节点。 Q&A 当前 A 股市场的整体趋势如何? 当前 A 股市场处于宏观叙事逐步退潮的背景下,贸易战休战及内需财政政策预 期降低。我们维持震荡区间的判断,但认为震荡中枢有所调升。中国出口竞争 力未受破坏,加上降准降息等刺激政策,企业盈利预 ...
何小鹏:2025年实现销量翻倍,预计Q4实现盈利
news flash· 2025-05-21 13:23
金十数据5月21日讯,小鹏汽车董事长何小鹏在2025年Q1业绩会上表示,公司有信心在2025年实现销量 同比翻倍以上的增长,并预计将在第四季度实现盈利,全年达到规模性自由现金流转正。 何小鹏:2025年实现销量翻倍,预计Q4实现盈利 ...
Canada Goose (GOOS) Q4 Earnings and Revenues Surpass Estimates
ZACKS· 2025-05-21 13:00
Canada Goose shares have lost about 11.1% since the beginning of the year versus the S&P 500's gain of 1%. What's Next for Canada Goose? While Canada Goose has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? Canada Goose (GOOS) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.16 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring i ...
UCloudlink Group Inc. Sponsored ADR (UCL) Reports Q1 Loss, Tops Revenue Estimates
ZACKS· 2025-05-21 12:05
Group 1 - UCloudlink Group Inc. reported a quarterly loss of $0.02 per share, better than the Zacks Consensus Estimate of a loss of $0.04, representing an earnings surprise of 50% [1] - The company posted revenues of $18.75 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 3.02% and showing an increase from $18.13 million year-over-year [2] - UCloudlink Group has surpassed consensus EPS estimates for four consecutive quarters [2] Group 2 - The stock has underperformed, losing approximately 37.9% since the beginning of the year, while the S&P 500 has gained 1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters [4] - The current consensus EPS estimate for the next quarter is $0.01 on revenues of $22.5 million, and for the current fiscal year, it is -$0.06 on revenues of $95.2 million [7] Group 3 - The Zacks Industry Rank places the Business - Information Services sector in the top 17% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for UCloudlink Group is currently mixed, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market [6]
Auna S.A. (AUNA) Q1 Earnings Top Estimates
ZACKS· 2025-05-20 22:26
Auna S.A. (AUNA) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 90%. A quarter ago, it was expected that this company would post earnings of $0.15 per share when it actually produced earnings of $0.12, delivering a surprise of -20%.Over the last four quarters, the company has surpass ...
ViaSat (VSAT) Reports Q4 Loss, Tops Revenue Estimates
ZACKS· 2025-05-20 22:21
ViaSat (VSAT) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.03. This compares to loss of $0.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -166.67%. A quarter ago, it was expected that this provider of satellite and wireless networking technology would post a loss of $0.91 per share when it actually produced a loss of $1.23, delivering a surprise of -35.16%.Over the last four q ...
摩根大通CEO戴蒙警告:通胀与滞涨风险被严重低估 企业盈利预期将进一步下调
Zhi Tong Cai Jing· 2025-05-19 22:40
摩根大通(JPM.US)首席执行官戴蒙周一在该行于纽约举行的年度投资者日上发出警告称,市场和央行 正在低估美国创纪录财政赤字、贸易关税及地缘政治紧张局势所带来的风险。 戴蒙表示,当前股市自4月低点反弹,投资者信心有所恢复,但这种乐观情绪并未充分反映经济面临的 真实风险。"我们存在巨额财政赤字;而央行几乎表现得过于安逸,"他说道,"你们都认为他们能掌控 局势,而我并不这么认为。" 他进一步指出,"很多人现在感觉良好,是因为你们还没有真正感受到关税的威力。市场先跌10%,又 涨了回来,这种表现显示出了一种惊人的自满情绪。" 他的发言正值穆迪上周五下调美国信用评级,引发市场对债务风险的重新评估。而在过去几个月中,特 朗普政府的贸易政策也引发了市场对通胀上升和经济放缓的担忧。 戴蒙还警告称,市场目前对标普500指数企业的盈利预期过于乐观。他预计,随着企业在不确定性下削 减或撤回业绩指引,这些盈利预测将进一步下降。 "年初大家预测的盈利增长是12%左右,而六个月后可能会降到0%,"戴蒙说。"一旦盈利预期下调,市 盈率(PE)也会下降,股价自然会受到影响。" 他还表示,市场对滞涨(即经济停滞与通胀并存)的可能性估计过低, ...