Nvidia-backed Vast Data secures $1.17B AI deal with CoreWeave (NASDAQ:NVDA)
Seeking Alpha· 2025-11-06 22:11
Vast Data has signed a $1.17 billion commercial agreement with cloud provider CoreWeave (CRWV) extending their existing partnership, the Nvidia-backed (NVDA) AI startup said on Thursday. Under the agreement, CoreWeave will use Vast as the primary data platform for its ...
KT Corporation to Report Q3 Earnings: How to Approach the Stock Now?
ZACKS· 2025-11-06 22:11
Key Takeaways KT is set to report third-quarter 2025 results on Nov. 7, 2025.AI partnerships with Microsoft and Palantir are expanding KT's AICT roadmap and enterprise reach.Heavy AI spending and a saturated Korean telecom market could pressure KT's short-term outlook.KT Corporation ((KT) will report its third-quarter 2025 results on Nov. 7, after market close. Based in South Korea, the company is one of the largest wireless carriers in the country, offering a host of telecommunications and data communicati ...
B&G Foods' Q3 Earnings Beat Estimates Despite Soft Sales
ZACKS· 2025-11-06 22:11
Key Takeaways B&G Foods posted Q3 EPS of 15 cents, up from 13 cents and above the consensus estimate.Improved pricing, cost discipline and lower interest expenses boosted profitability.The divestiture of Green Giant Canada aims to strengthen financial stability and focus.B&G Foods, Inc. ((BGS) posted third-quarter fiscal 2025 results, delivering better-than-expected earnings amid continued top-line pressures. While volumes remained weak across categories, improved pricing, cost control and lower interest ex ...
Tutor Perini Q3 Earnings & Revenues Beat Estimates, Both Up Y/Y
ZACKS· 2025-11-06 22:11
Key Takeaways Tutor Perini's Q3 EPS of $1.15 beat estimates and reversed a loss from the prior year.Revenues rose 31% year over year to $1.42 billion, exceeding consensus expectations.Backlog surged 54% to $21.6 billion, driven by new awards and contract adjustments.Tutor Perini Corporation (TPC) reported impressive third-quarter 2025 results, with earnings and revenues surpassing the Zacks Consensus Estimate and increasing year over year.The upside was primarily driven by increased project execution activi ...
After a 3rd Straight Beat, What's Next for Chevron Stock?
ZACKS· 2025-11-06 22:11
业绩表现 - 公司第三季度业绩超预期,实现连续第三个季度盈利超出市场预期,每股收益为1.85美元,高于预估的1.66美元,超出幅度达11.45% [1][2] - 季度产量创下纪录,达到每日408.6万桶油当量,主要受赫斯公司收购以及二叠纪盆地和哈萨克斯坦田吉兹油田产量提升的推动 [3] - 下游业务收益表现强劲,激增91%至11亿美元,强劲的炼油利润率有效抵消了上游利润因油价下跌带来的疲软 [7][8] 财务状况 - 运营现金流(不包括营运资本)同比增长近20%至99亿美元,轻松覆盖了34亿美元的股息和26亿美元的股票回购 [4][6] - 公司维持200亿美元年度股票回购计划和每股1.71美元的季度股息,显示对其现金生成能力的信心 [9] - 总资本支出和有机资本支出均为44亿美元,债务比率为18.0% [6] 运营亮点与挑战 - 美国产量同比飙升27%以上,体现了公司上游业务的深度和资本效率 [3] - 上游收益同比大幅下降28%,主要受油价走软以及与收购赫斯公司相关的交易成本影响 [10] - 赫斯公司的整合带来了即时费用和暂时的运营摩擦,对近期盈利能力造成拖累,预计显著协同效应要到2026年才会显现 [10] 估值与市场对比 - 公司股票远期市盈率约为19.5倍,显著高于壳牌公司的11倍和埃克森美孚的15倍 [14] - 尽管公司资产优质,但其溢价估值意味着未来的积极因素可能已在当前股价中得到体现 [15] - 市场共识预期公司2025年实际利润将大幅下降27.5% [14] 行业比较 - 与同行相比,公司股价年内涨幅相对温和,壳牌公司实现了两位数涨幅 [11] - 壳牌公司更精简的成本结构和快速扩张的液化天然气业务增强了其盈利韧性,而埃克森美孚在二叠纪盆区的创纪录产量成功缓解了油价下跌的影响 [11]
Evergy Inc (EVRG) Misses Q3 Earnings and Revenue Estimates
ZACKS· 2025-11-06 22:11
Evergy Inc (EVRG) came out with quarterly earnings of $2.03 per share, missing the Zacks Consensus Estimate of $2.14 per share. This compares to earnings of $2.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.14%. A quarter ago, it was expected that this electric utility would post earnings of $0.76 per share when it actually produced earnings of $0.82, delivering a surprise of +7.89%.Over the last four quarters, the comp ...
Corteva's Growth Is Taking Root, But The Stock Looks Fully Grown
Seeking Alpha· 2025-11-06 22:11
Corteva, Inc. ( CTVA ) is a worldwide farming company that makes seeds and crop protection products. I rated the stock as a Hold last fall because it already looked fairly priced, and there wereI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stock, option or simi ...
EchoStar Loss Widens on Charges
WSJ· 2025-11-06 22:09
EchoStar's third-quarter loss widened due to lower revenue and a charge on its multibillion-dollar sales of wireless spectrum, and the company appointed a new CEO. ...
Lyft Analysts Raise Their Forecasts After Upbeat Q3 Earnings
Benzinga· 2025-11-06 22:08
Lyft, Inc. (NASDAQ:LYFT) posted better-than-expected third-quarter earnings after Wednesday’s closing bell.Lyft reported quarterly earnings of 11 cents per share, which beat the consensus estimate of seven cents. Quarterly revenue came in at $1.68 billion, which missed the analyst consensus estimate of $1.69 billion."Our Q3 results prove that Lyft's comeback strategy is working," said CEO David Risher. "We once again smashed records, announced more autonomous vehicle partnerships, and last month, acquired a ...
Jessica Inskip's 3 Pillars for the Economy
Youtube· 2025-11-06 22:07
Joining me now here at the big board is Jessica Ensk, director of investor research, stockbrokers. com. Jessica, it's always good to see you whether in person or virtually.So you say the market is rallying on three key pillars. One, I want to know what you see those three key pillars as and then I've got to follow up on that. >> Sure.So the three key pillars are an easing Fed cycle, earnings growth, that's very very important, and strong economic conditions. Those are the three pillars that were holding us ...