Supply-chain efficiency

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Prologis Gains 10.2% in a Month: Will it Continue to Rise?
ZACKS· 2025-05-21 17:51
Company Overview - Prologis Inc. (PLD) has seen its shares increase by 10.2% over the past month, outperforming the industry growth of 5.5% [1] - The company is an industrial real estate investment trust (REIT) focusing on distribution facilities for global trade and supply chain efficiency [1] Financial Performance - In the first quarter of 2025, Prologis reported core funds from operations (FFO) per share of $1.42, exceeding the Zacks Consensus Estimate of $1.38 and up from $1.28 in the same quarter last year [2] - The quarterly results were driven by increased rental revenues and strong leasing activity [2] Market Demand and Growth - The rising e-commerce market is enhancing demand for logistics infrastructure, benefiting Prologis due to its modern logistics facilities in key distribution markets [4] - In Q1 2025, Prologis commenced 65.1 million square feet of leases in its owned and managed portfolio, indicating strong operating performance [5] Strategic Acquisitions and Developments - Prologis is expanding its presence in high-growth markets through strategic acquisitions, with $811 million in acquisitions in Q1 2025 and an anticipated range of $750 million to $1.25 billion for the year [6] - Development starts are projected to be between $1.5 billion and $2.0 billion for 2025 [6] Industry Trends - The data center industry is experiencing significant growth, prompting Prologis to focus on warehouse conversions and new developments to capitalize on this trend [7] Financial Health - As of March 31, 2025, Prologis had total available liquidity of $6.52 billion, with strong credit ratings (A2 from Moody's and A from S&P) allowing for advantageous borrowing [8] Dividend Policy - Prologis has increased its dividend five times in the last five years, with a five-year annualized dividend growth rate of 13.71%, indicating a commitment to sustainable dividend payouts [9]
GAP Declines 23% in 3 Months: Is it the Right Time to Buy the Stock?
ZACKS· 2025-04-22 14:20
GAP Stock's 3-Month Performance At the current share price of $19.09, the Gap stock's price reflects a 12.4% premium to the company's 52-week low of $16.99. Meanwhile, the stock's price reflects a 37.6% discount from its 52-week high of $30.59. While the GAP stock reflects a significant decline in recent months, investors continue to analyze whether the decline is a reaction to the ongoing market conditions. Let us find out. Gap's Long-Term Game Play We expect the GAP stock to return to a growth trajectory, ...