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3 Stocks To Watch For When Tariffs Subside
MarketBeat· 2025-04-25 13:10
Core Viewpoint - The global financial markets are closely monitoring the potential impacts of President Trump's trade tariffs, which could affect stocks across various countries and sectors. Two scenarios are presented for retail investors to consider regarding their portfolio strategies [1][2]. Group 1: Trade Environment Scenarios - A challenging trade environment could lead to sustained global GDP growth slowdown, but this scenario is deemed less likely as effective de-globalization would require significant cuts to the world economy [2]. - A more probable scenario involves a resolution of trade issues between the United States and its trading partners, alleviating fears related to tariffs [2]. Group 2: Investment Opportunities - Three stocks are highlighted as strong investment opportunities once tariff fears subside: Alibaba Group (NYSE: BABA), West Fraser Timber Co. (NYSE: WFG), and Canadian National Railway (NYSE: CNI) [3]. - Alibaba Group is noted for its strong market position despite recent negative sentiment surrounding China's stock market, with a current price of $119.16 and a potential price target of $150.36, indicating a possible upside of 26% [4][7]. - West Fraser Timber, a major Canadian lumber exporter, is expected to recover as clarity returns to the market, with a current price of $72.75 and a price target of $100.40, suggesting a potential increase of 38% [8][11]. - Canadian National Railway is positioned to benefit from increased lumber production and exports, with a current price of $97.58 and a price target of $120.36, indicating a potential upside of 23% [13][15].
Universal Logistics (ULH) Lags Q1 Earnings and Revenue Estimates
ZACKS· 2025-04-24 22:30
Core Viewpoint - Universal Logistics (ULH) reported quarterly earnings of $0.23 per share, significantly missing the Zacks Consensus Estimate of $0.48 per share, and down from $1.99 per share a year ago, indicating a substantial earnings surprise of -52.08% [1] Financial Performance - The company posted revenues of $382.39 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 4.55%, and down from $491.91 million year-over-year [2] - Over the last four quarters, Universal Logistics has surpassed consensus EPS estimates only once [2] Stock Performance - Universal Truckload shares have declined approximately 41.3% since the beginning of the year, compared to a decline of -8.6% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $432.3 million, and for the current fiscal year, it is $2.81 on revenues of $1.74 billion [7] Industry Outlook - The Transportation - Services industry, to which Universal Truckload belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Universal Truckload's stock performance [5][6]
Wabtec (WAB) is an Incredible Growth Stock: 3 Reasons Why
ZACKS· 2025-04-24 17:45
Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Company Overview - Westinghouse Air Brake Technologies (WAB) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] - The company specializes in manufacturing parts for locomotives, subways, and buses [3] Group 2: Earnings Growth - Wabtec's historical EPS growth rate is 16.3%, with projected EPS growth of 9.3% this year, surpassing the industry average of 8.5% [5] Group 3: Cash Flow Growth - Wabtec's year-over-year cash flow growth is 15.6%, significantly higher than the industry average of 7.6% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 10.9%, compared to the industry average of 6.5% [7] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Wabtec have increased, with the Zacks Consensus Estimate rising by 3.3% over the past month [9] Group 5: Investment Potential - Wabtec has earned a Growth Score of B and a Zacks Rank 2, indicating it is a potential outperformer and a solid choice for growth investors [11]
Old Dominion (ODFL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-04-23 14:35
For the quarter ended March 2025, Old Dominion Freight Line (ODFL) reported revenue of $1.37 billion, down 5.8% over the same period last year. EPS came in at $1.19, compared to $1.34 in the year-ago quarter.The reported revenue represents a surprise of +0.47% over the Zacks Consensus Estimate of $1.37 billion. With the consensus EPS estimate being $1.15, the EPS surprise was +3.48%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to d ...
Old Dominion Freight Line (ODFL) Q1 Earnings and Revenues Beat Estimates
ZACKS· 2025-04-23 13:10
Old Dominion Freight Line (ODFL) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 3.48%. A quarter ago, it was expected that this trucking company would post earnings of $1.17 per share when it actually produced earnings of $1.23, delivering a surprise of 5.13%.Over the last four quart ...
Rekor Systems to Announce First Quarter Fiscal 2025 Results
Newsfilter· 2025-04-23 11:30
Core Viewpoint - Rekor Systems, Inc. will release its financial results for Q1 2025 on May 14, 2025, after market close, followed by an earnings conference call at 4:30 p.m. Eastern Time [1] Group 1: Financial Results Announcement - The financial results for the first quarter of 2025 will be announced on May 14, 2025 [1] - An earnings conference call will take place on the same day at 4:30 p.m. Eastern Time to discuss the financial and operating results [1] Group 2: Conference Call Information - Participants can join the call by dialing in approximately 10 minutes before it starts, with specific numbers provided for North America [2] - A replay of the call will be available online approximately two hours after the live event for two weeks [2] Group 3: Company Overview - Rekor Systems, Inc. specializes in roadway intelligence systems utilizing AI-enabled computer vision and machine learning [3] - The company aggregates and transforms vast amounts of mobility data into actionable insights, aiming to enhance roadway safety, efficiency, and environmental sustainability [3]
Kelso Technologies Inc. Retirement of Chief Operating Officer and Appointment of Director
Globenewswire· 2025-04-22 23:18
WEST KELOWNA, British Columbia and BONHAM, Texas, April 22, 2025 (GLOBE NEWSWIRE) -- Kelso Technologies Inc. (TSX: KLS) (“Kelso” or “the Company”) announces that Anthony (Tony) Andrukaitis will retire from the Board of Directors effective June 3rd, 2025, and as Chief Operating Officer effective June 30th, 2025. Executive Vice President Amanda Smith will assume the role of COO starting July 1, 2025. The company and the board are pleased to welcome Mark Temen of Phoenix, Arizona, as the sixth member of the Ke ...
Earnings Preview: ArcBest (ARCB) Q1 Earnings Expected to Decline
ZACKS· 2025-04-22 15:06
The market expects ArcBest (ARCB) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Apr ...
Stay Ahead of the Game With Old Dominion (ODFL) Q1 Earnings: Wall Street's Insights on Key Metrics
ZACKS· 2025-04-21 14:21
Wall Street analysts expect Old Dominion Freight Line (ODFL) to post quarterly earnings of $1.14 per share in its upcoming report, which indicates a year-over-year decline of 14.9%. Revenues are expected to be $1.37 billion, down 6.3% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 4.4% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course ...
SaverOne Signs Expands Cooperation with Cemex: Signs Agreement with Cemex Czech Republic for Deployment of Its Driver Distraction Prevention System
Newsfilter· 2025-04-21 12:30
Core Insights - SaverOne 2014 Ltd. has signed a new commercial agreement with Cemex Czech Republic to deploy its Driver Distraction Prevention System (DDPS) across Cemex's cement truck fleet in the Czech Republic, marking an expansion of their collaboration in Europe [1][2][3] Company Overview - SaverOne specializes in developing transportation safety solutions, particularly focusing on preventing driver distraction caused by mobile phone usage while driving [5][8] - The company's technology aims to enhance road safety by preventing access to distracting applications while allowing necessary functions like navigation [5][6] Strategic Collaboration - The new agreement with Cemex follows a successful implementation of SaverOne's solutions in other European markets, including Israel [2][3] - Cemex emphasizes safety as a core value and is committed to adopting innovative technologies to protect drivers and communities [3][4] Market Potential - SaverOne targets commercial and private vehicle fleets, vehicle manufacturers, and insurance companies, with a focus on the Israeli, European, and US markets [6][8] - The anticipated EU regulations on monitoring and prevention of cellular distraction systems are expected to positively impact demand for SaverOne's technology [6] Technology and Innovation - SaverOne's system is designed to reduce the risk of accidents caused by mobile phone distractions, which are a leading cause of road accidents globally [5][6] - The company is also developing a sensor system for detecting vulnerable road users through their cellphone footprint [9]