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Foot Locker Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts
Benzinga· 2025-05-29 16:55
Foot Locker, Inc. FL will release its first-quarter earnings results before the opening bell on Thursday, May 29.Analysts expect the New York-based company to report quarterly earnings at 11 cents per share, versus a year-ago loss of 5 cents per share in the year-ago period. According to data from Benzinga Pro, Foot Locker projects to report quarterly revenue at $1.88 billion, compared to $1.9 billion a year earlier.On May 15, Foot Locker disclosed a definitive deal to be acquired by Dick's Sporting Goods I ...
Nvidia Q1 Highlights: China Export Ban Hits Results But Jensen Huang Says Demand 'Incredibly Strong'
Benzinga· 2025-05-29 04:40
NVIDIA Corporation NVDA reported first-quarter financial results after market close Wednesday.Here are the key highlights.Nvidia's Key Q1 Figures: Nvidia reported first-quarter revenue of $44.1 billion, up 69% year-over-year and up 12% from the fourth quarter. The revenue beat a Street consensus estimate of $43.2 billion.The company reported first-quarter earnings per share of 81 cents, missing a Street consensus estimate of 88 cents per share.Nvidia faced an export ban on H20 products to China on April 9. ...
Booz Allen Hamilton Downgraded: Analyst Flags Flat Revenue Growth, Margin Pressure
Benzinga· 2025-05-29 04:25
Goldman Sachs analyst Noah Poponak downgraded Booz Allen Hamilton Holding Corporation BAH from Neutral to Sell, lowering the price forecast from $108 to $94.Poponak notes that revenue and earnings growth may remain limited over the medium term, with valuation still facing downside risk.Medium-term revenue growth is now expected to be closer to flat, due to pressure on federal civilian spending and shifting priorities within the U.S. Department of Defense. Margins may also be at risk as contract structures e ...
Boston Scientific Scraps This Aortic Valve, Sticks To 2025 Outlook
Benzinga· 2025-05-29 03:40
产品调整 - 公司决定停止ACURATE neo2和Prime主动脉瓣系统的全球销售并放弃相关监管审批包括长期寻求的FDA批准 [1] - 该决策源于与监管机构讨论后临床及法规要求升级导致维持全球市场准入的成本过高 [3] 财务指引 - 公司重申2025年第二季度及全年有机销售额指引但未重申GAAP每股收益指引 [3][4] - 预计2025年GAAP每股收益1 86-1 93美元第二季度0 45-0 47美元 [4] - 上调2025年净销售额增长预期至报告基础15%-17%有机基础12%-14%原指引分别为12 5%-14 5%和10%-12% [5] - 调整后每股收益预期上调至2 87-2 94美元原指引2 80-2 87美元市场共识2 86美元 [5] 季度展望 - 预计2025年第二季度报告净销售额增长17 5%-19 5%有机增长13%-15%调整后每股收益71-73美分市场共识71美分 [5] 市场反应 - 公司股价当日下跌0 98%至105 13美元 [4]
Tech Analyst Expects Palantir Stock To Rise Above $400 As AI Revolution Kicks Into Gear
Benzinga· 2025-05-29 03:25
Palantir Technologies Inc (PLTR) 股票表现与AI定位 - 公司股票在过去一年中飙升近500%,主要受益于其在AI领域的定位 [1] - Wedbush分析师Dan Ives将公司称为"AI界的梅西",预计其将成为AI热潮的最大受益者之一 [1][2] - 分析师预测公司股价将在未来几年增长两倍以上,达到每股400美元以上 [2] - 预计公司市值将在未来2-3年内达到1万亿美元,当前市值为2911.9亿美元 [6] - 公司股价周三报124.81美元,上涨1.15% [7] Palantir的商业模式与竞争优势 - 公司在没有传统销售团队的情况下持续获得交易 [5] - 公司在政府和企业领域的AI应用处于领先地位 [6] - 公司CEO Alex Karp的战略被描述为"在下棋而其他人在下跳棋" [6] Nvidia (NVDA) 在AI革命中的角色 - Nvidia被视为AI革命的另一大受益者,其芯片是推动AI革命的关键 [3][4] - 分析师预计Nvidia的季度财报将成为科技股创新高的催化剂 [4] - AI需求持续超过供应,预计Nvidia的业绩将为科技投资者提供"明亮的绿灯" [3] 市场分歧与争议 - 许多分析师不同意对Palantir和Nvidia的乐观看法,特别是Palantir [5] - 分析师指出,即使在股价达到25美元、50美元和100美元时,许多分析师仍然不看好Palantir [5] - 公司已成为标普500指数中表现最好的股票之一 [5]
Vail Resorts CEO Shake-Up Spurs Hopes Of Growth Rebound
Benzinga· 2025-05-29 03:19
Vail Resorts, Inc. MTN shares are trading higher on Wednesday after the company announced the appointment of a new CEO on Tuesday, and reaffirmed 2025 guidance.Vail Resorts announced that Rob Katz, executive chair and former CEO, has been appointed current CEO. Katz will succeed Kirsten Lynch, who has stepped down as CEO and as a director of the board.Here are the key analyst takes on the development:JP Morgan analyst Matthew R. Boss upgraded the stock from Underweight to Neutral, with a price forecast of $ ...
AppLovin's Valuation Reflects High Expectations For Monetization Expansion: Analyst
Benzinga· 2025-05-29 03:05
Needham analyst Bernie McTernan reiterated its Hold rating on AppLovin Corp. APP on Wednesday.AppLovin’s primary tool for future growth is Axon 2, which is an ad optimizer operating within the DSP that allows advertisers to place ads according to specified return thresholds.In McTernan’s third AppLovin Ecommerce Tracker, the total number of websites in his sample using Axon grew by +3% compared to last month to 323, which includes 18 gross adds and 7 churns.Also Read: AppLovin’s Rapid Ad Growth, AI Gains Dr ...
Joby, Archer: Flying Cars On A $1 Trillion Runway, But Still Not Cleared For Takeoff
Benzinga· 2025-05-29 03:02
Flying cars – technically, electric vertical takeoff and landing vehicles, or eVTOLs – are inching closer to liftoff. But for investors in names like Joby Aviation Inc JOBY and Archer Aviation Inc ACHR, JPMorgan's latest insight is clear: the long-term runway looks promising, but near-term turbulence is hard to avoid.JPMorgan analyst Bill Peterson, after a conversation with McKinsey's Robin Riedel, said the eVTOL dream is alive—just not quite ready for boarding. Commercial service may begin in the next 12–1 ...
Stock Of The Day: Is Bright Horizons Breaking Out?
Benzinga· 2025-05-29 02:54
Bright Horizons Family Solutions Inc. BFAM is trading lower Wednesday. It is consolidating after rallying over the past week.The shares appear to be breaking out. This can be a bullish dynamic that suggests a move higher. This is why we have made it our Stock of the Day.As you can see on the chart, $130 has been resistance for the stock. It isn't a coincidence that there was resistance at this level. In October it was support, and levels that were support can convert into resistance.Some of the people who b ...
Nuclear Trio Oklo, Centrus, BWX Soar As Trump Supercharges Reactor Policy
Benzinga· 2025-05-29 02:42
The nuclear energy sector just got a jolt of presidential power—and Wall Street noticed. Shares of nuclear-power startup Oklo Inc OKLO, uranium supplier Centrus Energy Corp LEU, and reactor heavyweight BWX Technologies Inc BWXT charged higher this week as President Donald Trump signed a suite of executive orders aimed at reviving the U.S. nuclear industry.Trump’s Nuclear Push Ignites Analyst OptimismCalling it "the most consequential shift in energy policy of our lifetimes," William Blair analyst Jed Dorshe ...