Core Insights - Charter Communications, Inc. is set to release its third-quarter earnings results on October 31, with analysts expecting earnings of $9.29 per share, an increase from $8.82 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $13.75 billion, slightly down from $13.79 billion a year earlier [1] Financial Performance - In the previous quarter, Charter Communications reported a revenue growth of 0.6% year-on-year, reaching $13.77 billion, which exceeded the analyst consensus estimate of $13.76 billion [2] - Following the earnings report, the company's shares fell by 4.4%, closing at $230.92 [2] Analyst Ratings - Citigroup analyst Michael Rollins reinstated a Buy rating with a price target of $325 [5] - Goldman Sachs analyst Michael Ng assumed a Sell rating with a price target of $223 [5] - Wells Fargo analyst Steven Cahall reinstated an Equal-Weight rating with a price target of $300 [5] - UBS analyst John Hodulik maintained a Neutral rating and reduced the price target from $425 to $355 [5] - Morgan Stanley analyst Benjamin Swinburne maintained an Equal-Weight rating and raised the price target from $385 to $415 [5]

Earnings Report - Colgate-Palmolive Company is set to release its third-quarter earnings results on October 31, with analysts expecting earnings of 89 cents per share, a decrease from 91 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is $5.13 billion, up from $5.03 billion a year earlier [1] Previous Quarter Performance - In the second quarter, Colgate-Palmolive reported adjusted earnings per share of 92 cents, surpassing the analyst consensus estimate of 89 cents [2] - Following the second-quarter report, Colgate-Palmolive shares increased by 1% to close at $76.51 [2] Analyst Ratings and Price Targets - Raymond James analyst Olivia Tong maintained an Outperform rating but reduced the price target from $105 to $95 [4] - JP Morgan analyst Andrea Teixeira kept an Overweight rating while lowering the price target from $95 to $88 [4] - Piper Sandler analyst Michael Lavery assigned a Neutral rating with a price target of $84 [4] - Barclays analyst Lauren Lieberman maintained an Equal-Weight rating and cut the price target from $87 to $82 [4] - Morgan Stanley analyst Dara Mohsenian upheld an Overweight rating and decreased the price target from $104 to $96 [4]

Core Insights - Exxon Mobil Corporation is set to release its third-quarter earnings results on October 31, with expected earnings of $1.82 per share, a decrease from $1.92 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $87.71 billion, down from $90.02 billion a year earlier [1] Stock Performance - The stock has recently benefited from a sector-wide rally due to U.S. sanctions against Russian oil producers, which have driven crude prices higher, positively impacting Exxon's profitability [2] - Shares of Exxon Mobil closed at $114.69, reflecting a decline of 1.5% [2] Analyst Ratings - Wells Fargo analyst Sam Margolin initiated coverage with an Overweight rating and a price target of $156 [5] - Melius Research analyst James West initiated coverage with a Hold rating and a price target of $111 [5] - Piper Sandler analyst Ryan Todd maintained an Overweight rating and raised the price target from $134 to $145 [5] - Goldman Sachs analyst Neil Mehta reiterated a Neutral rating with a price target of $117 [5] - Morgan Stanley analyst Devin McDermott maintained an Overweight rating and slightly increased the price target from $134 to $135 [5]

Coinbase Global, Inc. (NASDAQ:COIN) will release earnings results for the third quarter, after the closing bell on Thursday, Oct. 30.Analysts expect the New York-based company to report quarterly earnings at $1.1 per share, up from 28 cents per share in the year-ago period. The consensus estimate for Coinbase's quarterly revenue is $1.8 billion, compared to $1.21 billion a year earlier, according to data from Benzinga Pro.The company missed analyst estimates for revenue in two straight quarters, but beat es ...

Core Insights - Western Digital Corporation is set to release its first-quarter earnings results on October 30, with analysts expecting earnings of $1.58 per share, a decrease from $1.78 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $2.73 billion, down from $4.09 billion a year earlier [1] Financial Performance - On July 30, Western Digital reported better-than-expected fourth-quarter results and provided first-quarter guidance that exceeded estimates [2] - Following the positive fourth-quarter results, Western Digital shares increased by 13.2%, closing at $141.38 [2] Analyst Ratings - UBS analyst Timothy Arcuri maintained a Neutral rating and raised the price target from $85 to $135 [4] - Mizuho analyst Vijay Rakesh maintained an Outperform rating and increased the price target from $120 to $160 [4] - Loop Capital analyst Ananda Baruah maintained a Buy rating and raised the price target from $92 to $150 [4] - Wedbush analyst Matt Bryson maintained an Outperform rating and increased the price target from $90 to $135 [4] - Citigroup analyst Asiya Merchant maintained a Buy rating and raised the price target from $110 to $135 [4]

Earnings Results - Mastercard is set to release its third-quarter earnings results on October 30, with analysts expecting earnings of $4.31 per share, an increase from $3.89 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $8.53 billion, compared to $7.37 billion a year earlier [1] Management Changes - Jill Kramer will join Mastercard as Chief Marketing and Communications Officer, effective December 1, 2025 [2] Stock Performance - Mastercard shares fell by 2% to close at $554.58 on the previous Wednesday [2] Analyst Ratings - Citigroup analyst Bryan Keane initiated coverage with a Buy rating and a price target of $735 [4] - Baird analyst David Koning maintained an Outperform rating and raised the price target from $640 to $660 [4] - Wells Fargo analyst Donald Fandetti maintained an Overweight rating and increased the price target from $625 to $650 [4] - Morgan Stanley analyst James Faucette maintained an Overweight rating and raised the price target from $639 to $661 [4] - Deutsche Bank analyst Bryan Keane reinstated a Buy rating with a price target of $650 [4]

Mastercard Incorporated (NYSE:MA) will release earnings results for the third quarter, before the opening bell on Thursday, Oct. 30.Analysts expect the Purchase, New York-based company to report quarterly earnings at $4.31 per share, up from $3.89 per share in the year-ago period. The consensus estimate for Mastercard's quarterly revenue is $8.53 billion, compared to $7.37 billion a year earlier, according to data from Benzinga Pro.On Oct. 21, Mastercard announced that Jill Kramer will join the company as C ...

Core Insights - Meta Platforms, Inc. is set to release its third-quarter earnings results on October 29, with expected earnings of $6.68 per share, an increase from $6.03 per share in the same period last year [1] - The consensus estimate for Meta's quarterly revenue is $49.37 billion, up from $40.59 billion a year earlier [1][2] - Meta has surpassed analyst revenue estimates for over 10 consecutive quarters [2] Analyst Ratings - The consensus rating for Meta stock is "Buy," with a highest price target of $1,086.00 and a lowest price target of $600.00, leading to a consensus price target of $826.95 [3] - Oppenheimer analyst Jason Helfstein has an Outperform rating with a revised price target of $825, down from $870 [5] - Cantor Fitzgerald analyst Deepak Mathivanan maintains an Overweight rating with a price target of $920 [5] - UBS analyst Stephen Ju has a Buy rating and increased the price target to $900 from $897 [5] - Wells Fargo analyst Ken Gawrelski raised the price target from $811 to $837 while maintaining an Overweight rating [5] - Mizuho analyst Lloyd Walmsley initiated coverage with an Outperform rating and a price target of $925 [5]

Core Insights - Starbucks Corporation is set to release its fourth-quarter earnings results on October 29, with analysts expecting earnings of 55 cents per share, a decrease from 80 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is $9.35 billion, an increase from $9.07 billion a year earlier [1] Dividend Information - On October 1, Starbucks raised its quarterly cash dividend from 61 cents to 62 cents per share [2] - Following the dividend announcement, Starbucks shares fell by 2.1%, closing at $85.43 [2] Analyst Ratings - Mizuho analyst Nick Setyan initiated coverage with a Neutral rating and a price target of $84 [4] - Barclays analyst Jeffrey Bernstein maintained an Overweight rating but reduced the price target from $115 to $95 [4] - Wells Fargo analyst Zachary Fadem kept an Overweight rating and lowered the price target from $105 to $100 [4] - Citigroup analyst Jon Tower maintained a Neutral rating and cut the price target from $99 to $84 [4] - Baird analyst David Tarantino upgraded the stock from Neutral to Outperform and increased the price target from $100 to $115 [4]

Core Viewpoint - CMOC's net profit for 3Q25 increased by 19% QoQ to RMB5.6 billion, significantly exceeding forecasts by 62% due to higher copper sales volume and a lower effective tax rate [1] Financial Performance - The company's copper sales volume decreased by 1% QoQ to 197.7k tonnes, but this was still 32% above forecasts due to a deviation from last year's seasonal pattern [2] - The effective profit tax rate was recorded at 27.5%, which is 9.5 percentage points lower than anticipated [2] - Cobalt sales were still recorded despite an export ban in the DRC, and trading profit surged 3.2 times QoQ, contributing to the strong earnings performance [2] Production Metrics - Copper output grew by 4% QoQ, while cobalt output fell by 12% QoQ, with the company continuing cobalt production despite the export ban [3] Future Earnings Expectations - Earnings are expected to surge by 42% QoQ in 4Q25, driven by a projected 10% increase in average LME copper prices and a rise in cobalt sales volume due to a secured export quota of 6.5k tonnes, which is 35% higher than 3Q25 sales [4] - A one-time gain of RMB1.5 billion from the disposal of a subsidiary in Xinjiang is also anticipated [4] Capital Expenditure and Growth Plans - The company plans to commence construction of Phase 2 of the KFM Mine in the DRC, with a capital expenditure of US$1.08 billion, which is 27% above previous forecasts [5] - This project is expected to add new capacity of 100k tonnes per annum of copper, with completion anticipated in the first half of 2027, at least six months ahead of prior estimates [5] Valuation Adjustments - The DCF-based target price has been raised from HK$13.91 to HK$15.56, reflecting increased earnings forecasts, equating to a 14.8x core 2025E P/E ratio [5]