Goldman Sachs analyst Brooke Roach reiterated a Neutral rating on the shares of VF Corp VFC and raised the price target from $22 to $25.VFC delivered a broad-based third-quarter beat, and raised its full-year 2025 free cash flow guidance, said the analyst.However, the company provided a fourth-quarter revenue forecast below consensus, primarily due to wholesale timing shifts and foreign exchange impacts. Overall, the analyst remains positive about the company’s progress with its Reinvent strategy, noting co ...

Tractor Supply Company (TSCO) has reported fourth-quarter 2024 results, wherein the top and bottom lines missed the Zacks Consensus Estimate. Meanwhile, sales and earnings per share (EPS) improved year over year. Sales benefited from higher store openings and improved comparable store sales (comps).Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Tractor Supply’s EPS of 44 cents improved 4.3% year over year but missed the Zacks Consensus Estimate of 45 cents.Net sales grew 3.1% year ...

Mastercard Incorporated (MA) reported fourth-quarter 2024 adjusted earnings of $3.82 per share, which surpassed the Zacks Consensus Estimate by 3.8%. The bottom line improved 20% year over year.Net revenues of the leading technology company in the global payments industry advanced 14% year over year to $7.5 billion. The top line beat the consensus mark by 1.4%.See the Zacks Earnings Calendar to stay ahead of market-making news.The strong quarterly results reflect benefits from increased gross dollar volume, ...

Following a strong artificial intelligence-led rally in the markets in 2024 and significant tech sector growth, investing heavily in technology or following a momentum investing approach seems rewarding. This is evident from the performance of the S&P 500 Information Technology Index, which has gained 24.82% over the past year.However, investing heavily in the technology sector to capitalize on AI’s growth potential, comes with increased concentration risk. This was highlighted when nearly $1 trillion in ma ...

文章核心观点 - Meta Platforms股价周四上涨 公司2024年第四季度财报表现出色 但VR业务亏损且2025年第一季度营收指引不及预期 此外公司还达成一项诉讼和解 并计划在2025年加大AI基础设施投入 [1][2][3][4][5] 股价表现 - Meta Platforms股价周四上涨 截至美国东部时间下午12:15上涨2% 盘中一度涨超5.1% 同期标准普尔500指数上涨0.2% 纳斯达克综合指数持平 [1] 财报情况 - 2024年第四季度Meta每股收益同比增长50%至8.02美元 远超华尔街预期的6.76美元 销售额达484亿美元 超过预期的470亿美元 [2] - Meta的VR业务Reality Labs仍在亏损 运营亏损达50亿美元 2025年第一季度营收指引也令人失望 预计营收中点比预期低约10亿美元 [3] 诉讼和解 - Meta达成与特朗普的诉讼和解 同意支付2500万美元 对该公司而言金额不大 [4] 未来规划 - 尽管有DeepSeek相关消息 公司仍计划在2025年以惊人速度建设AI基础设施 预计支出超600亿美元 较2024年增长约60% [5]

RBC Capital Markets analyst Ken Herbert cut the price forecast for General Dynamics Corporation GD to $280 from $290, while reiterating an Sector Perform rating.On Wednesday, the company reported revenue growth of 14.3% year over year to $13.338 billion, beating the consensus of $12.77 billion and EPS of $4.15 (up 14% Y/Y), above the consensus of $4.10.In its conference call, the company said it expects a 2025 effective tax rate of 17.5%. The CEO said Gulfstream deliveries will be around 150 aircraft in 202 ...

Spotify Technology S.A. (SPOT) is set to report its fourth-quarter 2024 results on Feb. 4, before the bell.See Zacks Earnings Calendar to stay ahead of market-making news.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at $1.92 per share, indicating 592.3% year-over-year growth. The consensus mark for revenues is pegged at $4.35 billion, indicating year-over-year growth of 10%.Two estimates for the to-be-reported quarter moved down over the past 30 days versus one upward revis ...

Caterpillar Inc. (CAT) reported adjusted earnings per share of $5.14 for the fourth quarter of 2024, which beat the Zacks Consensus Estimate of $4.97 by a margin of 3%. However, the bottom-line figure was down 2% year over year due to volume declines across its segments. The drop in sales volume was due to the impact of changes in dealer inventories and lower sales of CAT equipment to end users. Find the latest earnings estimates and surprises on Zacks Earnings Calendar.Including one-time items, Caterpillar ...

文章核心观点 Welltower附属公司拟9亿美元全现金收购NorthStar Healthcare及其40个老年生活社区组合，预计2025年上半年完成交易，该收购或强化公司区域密集化战略，公司有望受益于多元化医疗地产资产组合，过去六个月公司股价表现优于行业，同时还推荐了其他医疗REIT板块股票 [1][2][5] 收购交易情况 - Welltower附属公司计划以约9亿美元全现金收购NorthStar Healthcare及其40个老年生活社区组合 [1] - 收购待常规成交条件满足，预计2025年上半年完成，已获NorthStar Healthcare董事会一致批准，其股东将在特别会议上对合并进行投票，合并无融资条件 [2] 合并协议条款 - NorthStar Healthcare股东将获每股3.03美元现金，高于公司董事会2024年6月30日确定的每股2.96美元净资产价值 [3] - NorthStar Healthcare董事会和顾问可在合并协议签订日起40天内发起、征求和考虑替代收购提案，有权按协议条款终止与Welltower的协议以接受更优提案 [4] 公司管理层评论 - Welltower联合总裁兼首席投资官Nikhil Chaudhri表示很高兴达成收购协议，预计该组合将分配给与公司近期宣布的基金管理业务相关的实体 [5] - 凭借公司现有地理覆盖范围和优质老年住房运营商网络，该组合有望强化公司区域密集化战略 [5] 公司发展前景 - 公司多元化医疗地产资产组合分布在美国、加拿大和英国关键市场，老龄化人口和老年医疗支出预期增加或推动老年住房运营组合增长，门诊医疗板块有望受益于有利的门诊就诊趋势 [6] 公司股价表现 - 过去六个月，Zacks排名第二（买入）的Welltower公司股价上涨21.5%，跑赢行业3.7%的跌幅 [7] 其他推荐股票 - 医疗REIT板块其他排名靠前的股票有CareTrust REIT和Sabra Healthcare REIT，目前均为Zacks排名第二 [9] - CareTrust 2024年每股FFO的Zacks共识估计为1.50美元，同比增长6.4% [9] - Sabra 2024年每股FFO的Zacks共识估计为1.42美元，较上年同期增长6.8% [10]

Valero Energy Corporation (VLO) reported fourth-quarter 2024 adjusted earnings of 88 cents per share, which beat the Zacks Consensus Estimate of 13 cents. The bottom line, however, declined from $3.55 reported in the year-ago quarter.Total quarterly revenues decreased from $35,414 million in the prior-year quarter to $30,756 million. The top line, however, beat the Zacks Consensus Estimate of $30,729 million.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Better-than-expected quarterl ...