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CRWD Bets on Agentic AI Security: Will it Unlock Next Growth Phase?
ZACKS· 2025-07-22 17:26
Key Takeaways CRWD launched falcon-mcp and AI Red Team Services to secure AI workflows and autonomous agents. Charlotte AI enhancements now enable machine-speed triage and response for agentic AI threats. FY26 revenue is projected to grow 20.9% to $4.78B as AI tools drive stronger enterprise adoption.CrowdStrike (CRWD) is strengthening its focus on agentic AI security as enterprises adopt artificial intelligence (AI) and generative AI (GenAI) technologies. These AI agents act autonomously and at machine s ...
Why American Water Works (AWK) is Poised to Beat Earnings Estimates Again
ZACKS· 2025-07-22 17:11
Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? American Water Works (AWK) , which belongs to the Zacks Utility - Water Supply industry, could be a great candidate to consider.When looking at the last two reports, this water utility has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 4.46%, on average, in the last two quarters.For the last reported quar ...
Will CDW (CDW) Beat Estimates Again in Its Next Earnings Report?
ZACKS· 2025-07-22 17:11
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 CDW (CDW) . This company, which is in the Zacks Computers - IT Services industry, shows potential for another earnings beat.This information technology company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two qu ...
AGNC Investment Q2 Earnings Miss Estimates, Book Value Declines Y/Y
ZACKS· 2025-07-22 16:56
Key Takeaways AGNC posted Q2 net spread income of 38 cents per share, missing estimates and down from 53 cents a year ago. The company's average asset yield rose to 4.87%, but the cost of funds climbed to 2.86% from 2% last year. AGNC posted a negative 1% economic return on tangible equity, including a 44-cent dip in book value per share.AGNC Investment Corp.’s (AGNC) second-quarter 2025 net spread and dollar roll income per common share (excluding estimated "catch-up" premium amortization benefit) of 38 ...
Equifax Shares Dip as Weaker Hiring and Tariffs Temper Guidance
PYMNTS.com· 2025-07-22 16:55
Core Insights - Equifax's second-quarter earnings exceeded expectations, driven by growth in non-mortgage-related revenues, particularly in consumer lending and government sectors [2][4][5] - Despite positive results, management maintained cautious guidance due to macroeconomic uncertainties, including tariffs and their effects on interest rates and hiring [3][7] - Mortgage-related activities showed a decline, with inquiries down 8% in the latest quarter, and expectations for a further 13% decrease in the second half of the year [4][11] Financial Performance - The company's revenue for the second quarter reached $1.5 billion, surpassing previous guidance by $27 million, with U.S. mortgage revenues increasing by 14% [4][5] - Non-mortgage revenue growth was noted at 4% for B2B segments, with specific growth in auto lending and financial institutions [10] - Workforce Solutions revenues are projected to grow by 5% through fiscal year 2025, while US Information Systems revenues are expected to increase by 7% [5] Market Conditions - Elevated mortgage rates, consistently above 6.7%, along with high housing prices and low inventory, have contributed to historically low home purchase and refinance activities [11] - The economic environment remains uncertain, impacting hiring trends and overall revenue expectations for the second half of the year [8][11] Future Outlook - The company anticipates potential growth in the mortgage business once refinancing activity picks up, particularly through the integration of traditional and alternative data sources [11][12] - New solutions based on consumer-permissioned bank transaction data are set to launch in the third quarter, aiming to enhance verification processes [9]
How to break the mold of modern leadership | Corina B Clark | TEDxSwansea
TEDx Talks· 2025-07-22 16:54
What if everything you’ve been taught about leadership is wrong? In this bold, deeply personal TEDx talk, Corina B. Clark, a nationally recognized healthcare executive shatters the stereotypes that still limit who gets to lead and how. Drawing on lessons from unconventional spaces including dance studios, pageants, and hospital war zones, she reveals how the real power to change the world is forged in unexpected places, and by unexpected people. Corina is a former NBA cheerleader turned nationally recognize ...
Slowdown in Leveraged Loan Issuance to Hurt Moody's Q2 Earnings
ZACKS· 2025-07-22 16:35
Key Takeaways MCO's Corporate Finance revenues are expected to drop 6.3% y/y on weaker leveraged loan issuance in Q2. Structured Finance revenues to likely fall 6.1% amid lower CMBS and ABS issuance volumes. MA revenues are projected to rise 8.7%, aided by strong demand and inorganic growth efforts.Moody's (MCO) is scheduled to announce second-quarter 2025 results on July 23, before the opening bell. The company’s Corporate Finance line, the largest revenue contributor at the Moody's Investors Service (“M ...
Starwood Property: Buy The Dip
Seeking Alpha· 2025-07-22 16:30
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.It pays to buy high-yielding stocks at the right price. That’s because buying the dip on a high-yield stock results in far more cash flow than the same dip o ...
Gold rallies to 5-week high on weaker USDX, dip in U.S. Treasury yields
KITCO· 2025-07-22 16:17
Jim Wyckoff has spent over 25 years involved with the stock, financial and commodity markets. He was a financial journalist with the FWN newswire service for many years, including stints as a reporter on the rough-and-tumble commodity futures trading floors in Chicago and New York. As a journalist, he has covered every futures market traded in the U.S., at one time or another. Jim is the proprietor of the "Jim Wyckoff on the Markets" analytical, educational and trading advisory service. Jim also worked as a ...
Allegion Gears Up to Post Q2 Earnings: Here's What to Expect
ZACKS· 2025-07-22 16:15
Key Takeaways ALLE's Q2 revenues are expected to grow 3.7% year over year to $1 billion, with EPS projected at $2. Strong demand in Allegion Americas and recent acquisitions are seen boosting the company's top line. Cost inflation, foreign exchange headwinds may offset gains; margin expected to dip 50 bps.Allegion plc (ALLE) is scheduled to release second-quarter 2025 results on July 24, before market open.The Zacks Consensus Estimate for ALLE’s second-quarter revenues is pegged at $1 billion, indicating ...