Workflow
Earnings Growth
icon
Search documents
Focus on high quality among mid and small caps, says BofA's Jill Carey Hill
CNBC Television· 2025-08-12 17:48
learn more. >> Welcome back to The Exchange. Let's talk small caps.According to the latest Bank of America flow data, clients were net buyers last week of large and mid-cap stocks, but they were sellers of the small caps and according to their fund manager survey, 44% say large cap stocks will outperform small caps this year. That's a rise from the previous reading. Small caps have continued to underperform, with the Russell 2000 only up 1.5% so far this year.My next guest, though, remains near-term cautiou ...
TKO Group: Set For Strong Earnings Growth With Room For Valuation Catch-Up
Seeking Alpha· 2025-08-12 15:13
I am a fan of WWE since I was a kid, and afterwards, when the UFC started to make a mark, I could not help but start following the brand.Nabeel Bukhari is a law graduate with a specialization in company and corporate law, combined with self-taught expertise in financial analysis. He offers a unique perspective on business dynamics by integrating his legal knowledge with financial insights, making him a valuable asset in the financial realm. His work goes beyond traditional academics, published by respected ...
Global Partners (GLP) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2025-08-11 17:46
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores ...
Where you may be able to find profits in the market now
Yahoo Finance· 2025-08-11 16:23
So as you look at the markets here, obviously we have seen a few names sort of dominate the trade, but where do you think investors should be looking for sort of more potential upside right now. >> Good morning, Julie. Well, a growth shop as well as uh focusing on small caps uh predominantly uh within that some of the beaten up sectors that really haven't performed this year, healthcare, uh energy uh are a couple of sectors that we really like.Healthcare in particular has dropped as a percentage of the S&P ...
Citi's Scott Chronert: Q2 results showed strong beat, second half projections mostly intact
CNBC Television· 2025-08-11 15:48
>> Welcome back. S&P is coming off its best week since late June. Stocks are mixed as the market tries to add to some of those gains, as investors look ahead to some key data that's on deck later this week.Citi's U.S. Equity strategist, Scott Krone, is with us this morning. Just raised his target to 6600 from 6300. Happy Monday, Scott.Good to have you. >> Good morning Carl. >> Is this about an earnings season that's come in pretty strong. >> It's about earnings season that's coming pretty strong.The differe ...
Pettit: Fed cut and steady data could push the market higher
CNBC Television· 2025-08-11 13:25
And Drew, this is a market right now that has now pretty much hovered near record highs for a while. Is there a big catalyst coming up that could break us to even bigger bigger moves going into the third and fourth quarter this year. Hey, good morning, Dom.So, I think it's it's twofold really. I think actually getting a Fed cut and seeing economic data hang in there is how you can really push this market higher. Honestly, in our updated price target for the S&P, we nudged it higher to 6,600 for year end.And ...
美国股票策略 - 策略数据包 - 2025 年 8 月-US Equity Strategy_ Strategy Data Pack – August 2025
2025-08-11 02:58
August 8, 2025 04:01 AM GMT US Equity Strategy August 8, 2025 Strategy Data Pack – August 2025 Key Points: M O R G A N S T A N L E Y R E S E A R C H Michael Wilson Chief US Equity Strategist & CIO of Morgan Stanley M.Wilson@morganstanley.com +1 212 761-2532 Andrew Pauker Equity Strategist Andrew.Pauker@morganstanley.com +1 212 761-1328 Michelle M. Weaver, CFA US Thematic Strategist Michelle.M.Weaver@morganstanley.com +1 212 296- 5254 Diane Ding, Ph.D. Quantitative Strategist Qian.Ding@morganstanley.com +1 2 ...
Viavi Surpasses Q4 Earnings Estimates on Solid Revenue Growth
ZACKS· 2025-08-08 15:46
Key Takeaways Viavi posted Q4 revenue of $290.5M and non-GAAP EPS of $0.13, beating consensus on both fronts.NSE revenue rose 14.8% to $209.1M on fiber, aerospace and defense demand; OSP climbed to $81.4M.Non-GAAP operating margin improved 350 bps to 14.4% on volume growth and favorable product mix.Viavi Solutions Inc. (VIAV) reported solid fourth-quarter fiscal 2025 results, with both the top and bottom lines surpassing the Zacks Consensus Estimate. The company reported an increase in revenues backed by he ...
Wolverine Stock Gains 15% on Solid Earnings & Revenues in Q2
ZACKS· 2025-08-07 16:16
Key Takeaways WWW's Q2 revenues rose 11.5% to $474.2M, beating estimates and driven by key brand momentum.Adjusted EPS of $0.35 beat the $0.23 estimate, more than doubling from $0.15 last year.The gross margin hit a record 47.2%, aided by full-price sales, leaner inventory and supply-chain efficiency.Wolverine World Wide, Inc. (WWW) reported impressive second-quarter 2025 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. Also, revenues and earnings grew year over year. As a r ...
Dutch Bros Stock Rallies After Q2 Earnings Report: Details
Benzinga· 2025-08-06 21:13
Dutch Bros, Inc. BROS released its second-quarter results after Wednesday's closing bell. Here's a look at the details in the report. The Details: Dutch Bros reported quarterly earnings of 26 cents per share, which beat the analyst consensus estimate of 18 cents. Quarterly revenue clocked in at $415.8 million, which beat the Street estimate of $403.08 million.Read Next:  Palantir’s Alex Karp Tells Haters To ‘Read ‘Em And Weep’ Dutch Bros reported the following second-quarter highlights:Opened 31 new shops, ...