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How Oklo Plans to Power the AI & Cloud Boom With Nuclear Energy
ZACKS· 2025-07-04 17:11
Group 1: Company Overview - Oklo Inc. is engaging with companies operating large data centers, which require significant energy for their operations [1][3] - The Aurora powerhouse, currently under development, aims to provide clean and reliable energy to these data centers if successfully commercialized [1][7] Group 2: Business Model and Strategy - Oklo's power-as-a-service model involves delivering electricity directly to data centers under long-term contracts, which is central to its strategy but not yet implemented [2][7] - The company is open to customer investments in its projects, which may include upfront payments or partnerships in energy systems to fund the construction of its power plant [2] Group 3: Market Demand and Customer Pipeline - Oklo is working with customers to identify optimal locations for future reactors, positioning itself to meet the growing demand for clean energy from data centers [3] - The customer pipeline for Oklo includes over 14 gigawatts of potential power capacity, indicating strong interest, though these are not binding contracts [3][7] Group 4: Industry Context - Talen Energy Corporation has partnered with Amazon Web Services to supply electricity directly to AWS data centers, generating revenue from its nuclear plant site [4] - Constellation Energy Corporation is expanding its nuclear offerings to meet the increasing power demand from AI and cloud computing, positioning its nuclear fleet as a stable solution for hyperscale data centers [5] Group 5: Financial Performance - Oklo's shares have increased by 551.2% over the past year, significantly outperforming the industry average gain of 54.1% [6] - The company currently trades at a price-to-book value of 27.76X, which is above the broader industry average of 5.57X [9]
Will Reddit Inc. (RDDT) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-07-04 17:11
Core Insights - Reddit Inc. is positioned to potentially continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates by an average of 297.00% in the last two quarters [1][2]. Earnings Performance - For the last reported quarter, Reddit Inc. achieved earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.02 per share, resulting in a surprise of 550.00% [2]. - In the previous quarter, the company was expected to report earnings of $0.25 per share but delivered $0.36 per share, yielding a surprise of 44.00% [2]. Earnings Estimates and Predictions - Recent estimates for Reddit Inc. have been trending upward, with a positive Earnings ESP of +35.71%, indicating increased analyst optimism regarding the company's earnings prospects [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a high likelihood of another earnings beat, with historical data showing that such combinations lead to positive surprises nearly 70% of the time [6][8]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions, which may be more accurate [7]. - A negative Earnings ESP does not necessarily indicate an earnings miss but can reduce the predictive power of the metric [9].
Can United (UAL) Keep the Earnings Surprise Streak Alive?
ZACKS· 2025-07-04 17:11
Core Insights - United Airlines (UAL) is well-positioned to continue its earnings-beat streak, particularly given its recent performance in the Zacks Transportation - Airline industry [1] - The airline has consistently exceeded earnings estimates, with an average surprise of 14.82% over the last two quarters [1] Earnings Performance - In the last reported quarter, United Airlines achieved earnings of $0.91 per share, surpassing the Zacks Consensus Estimate of $0.75 per share, resulting in a surprise of 21.33% [2] - For the previous quarter, the company reported earnings of $3.26 per share against an expected $3.01 per share, delivering a surprise of 8.31% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for United Airlines, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [6] Earnings ESP Metrics - United Airlines currently has an Earnings ESP of +2.16%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8] - The combination of a positive Earnings ESP and a Zacks Rank 3 indicates a potential for another earnings beat in the upcoming report, expected on July 16, 2025 [8]
Why Capital One (COF) Could Beat Earnings Estimates Again
ZACKS· 2025-07-04 17:10
Core Viewpoint - Capital One (COF) is positioned to potentially continue its earnings-beat streak, having a history of surpassing earnings estimates, particularly in the last two quarters with an average surprise of 13.55% [1][4]. Earnings Performance - For the most recent quarter, Capital One reported earnings of $3.66 per share against an expectation of $4.06, resulting in a surprise of 10.93%. In the previous quarter, the company reported $3.09 per share compared to a consensus estimate of $2.66, achieving a surprise of 16.17% [2]. Earnings Estimates and Predictions - Recent estimates for Capital One have been increasing, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat. The current Earnings ESP stands at +2.02%, reflecting analysts' growing optimism about the company's near-term earnings potential [4][7]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have historically produced positive surprises nearly 70% of the time, suggesting a high probability of beating consensus estimates [5]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate being more reflective of recent analyst revisions. This metric is crucial for predicting earnings outcomes [6]. Upcoming Earnings Report - Capital One's next earnings report is anticipated to be released on July 22, 2025, and the combination of a positive Earnings ESP and a Zacks Rank 3 indicates the potential for another earnings beat [7].
Why First Bancorp (FBP) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-07-04 17:10
Core Viewpoint - First Bancorp (FBP) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a solid history of exceeding expectations [1]. Earnings Performance - First Bancorp has a track record of surpassing earnings estimates, with an average surprise of 10.75% over the last two quarters [2]. - In the most recent quarter, the company reported earnings of $0.43 per share against an expectation of $0.47, resulting in a surprise of 9.30%. In the previous quarter, it reported $0.46 per share compared to a consensus estimate of $0.41, achieving a surprise of 12.20% [3]. Earnings Estimates and Predictions - Recent estimates for First Bancorp have been trending upward, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6]. - The current Earnings ESP for First Bancorp is +3.60%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [9]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests that First Bancorp has a high probability of beating consensus estimates, with historical data indicating that nearly 70% of stocks with this combination achieve positive surprises [7][9].
Why Ardagh Metal Packaging (AMBP) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-07-04 17:10
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Ardagh Metal Packaging S.A. (AMBP) . This company, which is in the Zacks Metal Products - Procurement and Fabrication industry, shows potential for another earnings beat.When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 75.00%, ...
Broadstone Net Lease: Industrial Portfolio Keeps Getting More And More Relevant
Seeking Alpha· 2025-07-04 17:09
Broadstone Net Lease (NYSE: BNL ) is one of my favorite picks across non-popular REITs — it deserves much more recognition and a higher valuation multiple. I understand why the market keeps a modest sentiment around this REIT due to its reorganization initiatives toWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend inv ...
上半年,儋州洋浦产业用地出让创历史新高→
Sou Hu Cai Jing· 2025-07-04 17:07
2025年上半年,儋州洋浦在土地资源配置领域交出亮眼成绩单,以高效供给与精准施策实现建设用地供应和产业用地出让的双重突破,彰显出区域土地资 源优化配置成效。数据显示,上半年全市累计供应建设用地29宗,总面积达4299.79亩,其中产业用地出让规模、成交金额均创历史同期新高。 2025年上半年,儋州产业用地供应实现突破性增长,成交土地价款5.1845亿元,同比攀升795.32%,量价增幅均创历史同期新高。 划拨与出让两类用地双线发力,精准匹配不同项目需求—— 划拨用地共16宗、面积2972.31亩;出让用地共13宗、面积1327.48亩。主要服务于福辰教育海南儋州环湾新城大学项目、华康医院等民生工程,以及年产 6000吨压力容器和100万台检定装置智能环保装备制造等产业项目,既完善了城市公共服务配套,也为产业升级提供了空间支撑。 亮眼数据的背后 是儋州创新举措与 精准施策的协同发力 市资规局主动与招商部门建立常态化沟通机制,在项目前期即采用"刚弹结合"模式,精准确定土地用途与规划指标,并通过串并联农转用、土地收储审批 程序,将要素保障难点化解在前端。为增强土地市场吸引力,儋州着力降低产业用地成本。支持产业项目以 ...
Are You Looking for a Top Momentum Pick? Why Old National Bancorp (ONB) is a Great Choice
ZACKS· 2025-07-04 17:06
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...
Are You Looking for a Top Momentum Pick? Why Perimeter Solutions, SA (PRM) is a Great Choice
ZACKS· 2025-07-04 17:06
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...