Core Viewpoint - Opendoor's stock has experienced significant volatility, with a recent surge attributed to hedge fund manager Eric Jackson's renewed interest and social media influence, despite the company's ongoing financial struggles and lack of fundamental improvements [2][3][4][13]. Company Overview - Opendoor proposed a reverse stock split to boost its share price, which had fallen below $1, potentially increasing the price by up to 50 times [1][13]. - The company has seen its stock price rise 189% in a week, closing at $2.25, marking its best weekly performance since going public [3]. - Opendoor's business model involves using technology to buy and sell homes, but it has faced challenges, including a significant drop in stock value from a peak of over $39 in February 2021 to $1.16 by the end of 2022 [6][7]. Financial Performance - Opendoor reported almost $370 million in losses over the past four quarters, with revenue and the number of homes sold declining in the first quarter compared to the previous year [13]. - Analysts project a more than 5% drop in revenue for the current year, followed by growth of 20% in 2026 and 12% in 2027 [15]. - Jackson's analysis anticipates $11.5 billion in revenue for 2029, significantly higher than current projections, with a forward price-to-sales ratio below 1 [16][18]. Market Position - With competitors like Zillow and Redfin exiting the instant-buying market, Opendoor faces reduced competition, allowing it to capitalize on homeowners looking to sell quickly for cash [17]. - Jackson believes that if Opendoor can achieve sustained profitability, its market valuation could increase significantly, potentially reaching $60 billion at a stock price of $82 [18]. Investor Sentiment - Jackson's influence on social media has been a key driver of Opendoor's recent stock performance, as he promotes the stock to his growing follower base [4][12]. - Despite the stock's recent rise, Jackson acknowledges the risks involved and the potential for further losses, emphasizing the importance of maintaining a good reputation in stock picking [19][20].

Kimberly-Clark de México, S. A. B. de C. V. (OTCPK:KCDMY) Q2 2025 Earnings Conference Call July 18, 2025 10:30 AM ET Company Participants Pablo Roberto Gonzalez Guajardo - CEO, General Director & Director Xavier Cortés Lascurain - CFO & Finance Director Conference Call Participants Alejandro Fuchs - Itaú Corretora de Valores S.A., Research Division Antonio Hernandez Velez Leija - Actinver Casa de Bolsa, S.A. de C.V., Research Division Juan José Guzmán Calderón - Scotiabank Global Banking and Markets, Resear ...

Core Insights - Toll Brothers, Inc. has launched two new collections of luxury townhomes at Overlook at Lenox Park in Brookhaven, Georgia, with sales now open [1][2] Group 1: Product Offerings - The Briarwood Collection features three-story townhomes with 3 bedrooms, 3.5 bathrooms, and 2-car garages, priced from the mid-$900,000s [2] - The Skyland Collection offers modern four-story townhomes with 3 to 4 bedrooms, 4 to 4.5 bathrooms, and 2-car garages, including rooftop terraces and private elevators [2] Group 2: Customer Experience - Toll Brothers provides a state-of-the-art Design Studio for home personalization, allowing customers to select from a wide array of options with professional assistance [4] - The community includes luxury amenities such as a serene pool, cabana, pavilion, and common spaces for socializing and relaxation [5] Group 3: Location and Accessibility - Overlook at Lenox Park is situated near Atlanta's best shopping, dining, and entertainment in Buckhead, as well as major commuter routes including the Downtown Connector [5] Group 4: Company Background - Toll Brothers, Inc. is a Fortune 500 Company and the leading builder of luxury homes in the United States, operating in over 60 markets across 24 states [8] - The company has received multiple accolades, including being named one of Fortune magazine's World's Most Admired Companies for over 10 years [9]

Key Takeaways TMUS is expected to report Q2 revenue growth, driven by postpaid service traction and 5G expansion. New fiber and prepaid plans with speed, price guarantees and added perks were launched during the quarter. TMUS completed a $2B 5G expansion in Florida and acquired Lumos to scale fiber access in the Country.T-Mobile, US, Inc. (TMUS) is set to report second-quarter 2025 results on July 23, after the closing bell. In the trailing four quarters, the company delivered an earnings surprise of 10.8 ...

Shares of Opendoor Technologies (OPEN 13.94%) were skyrocketing again today, capping off a remarkable week for the online home-flipper, which has surged on a combination of a meme stock rally, a possible short squeeze, and a thesis shared on Reddit and X.com that the company could be the next Carvana -- a stock that has jumped more than 100 times after nearly going into bankruptcy a few years ago.Today's move also likely benefits from it being Options Friday, as monthly options expires on the third Friday o ...

Core Insights - CoStar Group (CSGP) is expected to report second-quarter 2025 earnings on July 22, with projected revenues between $770 million and $775 million, indicating a year-over-year growth of 14% at the midpoint of the range [1][11] - The Zacks Consensus Estimate for revenues is currently at $771.67 million, suggesting a growth of 13.85% from the previous year's quarter [2] Revenue Growth Drivers - CoStar Group's second-quarter performance is likely to benefit from its strong portfolio of marketplaces, including Apartments.com, LoopNet, and Homes.com [4] - Apartments.com is projected to grow by 10% in Q2 2025, driven by increased traffic and higher advertising spending [4][11] - Homes.com has reached 104 million average monthly unique visitors in Q1 2025, contributing to overall traffic of 130 million unique visitors across CoStar Group sites [5] Segment Performance - LoopNet's revenue growth rate is anticipated to be 7% in the second quarter, supported by a revamped sales strategy focusing on broad subscription packages [6] - The Homes.com segment is expected to experience low single-digit revenue growth due to the impact of first-quarter cancellations [7] Acquisition Impact - CoStar Group's acquisition of Matterport is expected to enhance its real estate marketplaces by integrating 3D capture technology, contributing approximately $40 million to second-quarter revenues [8][9][11] Earnings Expectations - CoStar Group has an Earnings ESP of 0.00% and a Zacks Rank 3, indicating that the odds of an earnings beat are not favorable [12]

Financial Data and Key Metrics Changes - The company reported strong quarterly earnings of $534 million, resulting in earnings per share of $0.59, with adjusted earnings of $538 million or $0.60 per share [3] - Pretax pre-provision income increased by 14% year over year to $832 million, with a return on tangible common equity of 19% [3] - Average deposits grew organically by over 30% over the last five years, among the highest in its peer set [4] Business Line Data and Key Metrics Changes - Ending loans grew by 1%, while average loans remained stable; growth in ending business loans was driven by commercial and industrial (C&I) and real estate sectors [12] - Wealth management revenue has grown at more than an 8% compounded annual growth rate since 2018, contributing to record fee income [6] - Treasury management revenue increased by 8% year to date, with a 10% increase in total clients served [6] Market Data and Key Metrics Changes - Consumer deposits in priority markets grew by 20% more than in core markets during the quarter [14] - Average deposit balances in the Corporate Banking Group grew over 1% sequentially, while ending balances remained stable [15] - Net interest income rebounded, increasing by 5% linked quarter, with expectations for full year 2025 net interest income to grow between 3% to 5% [18] Company Strategy and Development Direction - The company is focused on modernizing its core technology platforms, including a new cloud-based commercial loan system and deposit system [8] - The company is not interested in depository M&A, preferring to execute its existing strategic plan and focus on organic growth [37] - The company aims to continue delivering top quartile results and has increased its dividend at a compounded annual growth rate of over 10% over the last six years [9] Management's Comments on Operating Environment and Future Outlook - Management noted that both business and consumer customers are in good shape, maintaining liquidity and managing debt levels well [31] - There is some uncertainty regarding interest rates and inflation, but overall sentiment among business customers has improved [30] - The company expects to maintain positive operating leverage over time, despite the need for ongoing investments [120] Other Important Information - The company executed $144 million in share repurchases and paid $224 million in common dividends during the quarter [23] - The estimated common equity Tier one ratio increased from 9.1% to 9.2% due to strong capital generation [23] Q&A Session Summary Question: Implications of the tax bill on loan growth and consumer spending - Management indicated that the tax package creates certainty for businesses and consumers, which is expected to lead to positive momentum in 2025 and 2026 [30][34] Question: Perspective on bank M&A activity - Management stated they are not interested in depository M&A, focusing instead on executing their current plan and exploring non-bank opportunities [37][39] Question: Details on net interest margin and deposit cost leverage - Management discussed the recent improvements in net interest margin and the expectation for stable to modest growth in the third quarter [18][52] Question: Loan growth dynamics and competitive backdrop - Management highlighted a 17% year-over-year increase in pipelines and emphasized their disciplined approach to portfolio management [59][61] Question: Credit quality and specific portfolios under scrutiny - Management noted that overall credit quality remains strong, with some challenges in specific portfolios, but they are manageable [106][108] Question: Approach to stablecoin solutions - Management expressed intent to participate in a consortium of banks for stablecoin solutions, similar to their involvement with Zelle [111][112]

Core Viewpoint - PulteGroup Inc. is expected to report a decline in earnings and revenues for the second quarter of 2025, primarily due to ongoing affordability challenges in the housing market and high mortgage rates impacting homebuyers [1][2][3]. Revenue Summary - The Zacks Consensus Estimate for Q2 2025 EPS has decreased to $2.93, reflecting an 18.2% decline from the previous year's EPS of $3.58 [2]. - Revenue is projected at $4.39 billion, indicating a 4.5% year-over-year decline [2]. - Home closings are expected to be between 7,400 and 7,800 units, down from 8,097 units a year ago, with a predicted decline of 6.6% year over year to 7,561 units [3][4]. Segment Performance - Homebuilding revenues, which contributed 97.4% to total revenues in Q1 2025, are expected to decrease by 4.3% year over year to $4.3 billion due to lower home closings [4]. - Financial services revenues, contributing 2.6% to total revenues in Q1, are expected to increase by 1.4% year over year to $113.2 million [4]. Pricing and Margins - The average selling price (ASP) for homes is expected to rise between $560,000 and $570,000, compared to $549,000 a year ago, with a predicted increase of 2.4% year over year to $562,200 [5][6]. - Gross margin is anticipated to shrink to 26.7% from 29.9% last year, impacted by higher buyer incentives and cost pressures [6][7]. Orders and Backlogs - Net new orders are expected to increase by 2.1% year over year to 7,811 units, while total backlog is projected to decline by 10.8% to 11,585 units, with the total backlog value decreasing by 7.3% year over year to $7.51 billion [8]. Earnings Prediction - The model indicates that PulteGroup may not achieve an earnings beat this quarter, with an Earnings ESP of -1.27% and a Zacks Rank of 4 (Sell) [9].

Core Insights - Liven Kodu 12 OÜ, a subsidiary of Liven AS, has signed a general contractor agreement with Mitt & Perlebach OÜ for the construction of residential buildings in phase II of the Luuslang project, with construction set to begin on August 1, 2025 [1][2] Group 1 - The construction will include four-storey residential buildings located at Jalami 6/1 and Jalami 6/2 in the Astangu neighbourhood of Haabersti [1] - A total of 39 new homes are expected to be completed by autumn 2026, alongside the reconstruction of the street and sewerage system on Astangu Street [2] - The total basic amount for the construction works is EUR 5.0 million plus VAT, with 15 out of the 39 homes, or 38%, already sold [2] Group 2 - By the end of 2023, 80 homes from phase I of the Luuslang project were completed, and future phases will include the construction of an additional 105 homes and a single-storey commercial building for catering use [3] - Kadarik Tüür Arhitektid OÜ is the architect responsible for the design of the residential buildings [3]

7月18日，利洁时集团宣布，已与私募基金公司Advent International达成协议，以48亿美元出售旗下 Essential Home业务，并保留对该业务的30%的股权。(智通财经) ...