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Full truck alliance: need to survive in a buyer's market
The company grew revenues nicely in Q4 2022 but was in a decelerating trend and likely to persist based...
April 6, 2023, 10:41 pm
Navios maritime partners: high contracted revenues and improving market condition
I don't expect Navios Maritime Partners' financial results in 1Q 2023 to be strong and attractive. However, the company's increased operating and avai...
April 6, 2023, 5:18 pm
What's in the cards for delta air (dal) in q1 earnings?
Delta Air's (DAL) first-quarter 2023 revenues are expected to have benefited from the buoyancy in the a...
April 6, 2023, 12:14 pm
Lamb weston (lw) q3 earnings and revenues top estimates
Lamb Weston (LW) delivered earnings and revenue surprises of 45.92% and 6.43%, respectively, for the quarter ended February 2023. Do the numbers hold ...
April 6, 2023, 11:28 am
Simulations plus (slp) q2 earnings beat, revenues up y/y
Simulations Plus' (SLP) Q2 results are driven by higher revenues in Software and Services business segm...
April 6, 2023, 9:11 am
Rpm international (rpm) q3 earnings and revenues top estimates
RPM International (RPM) delivered earnings and revenue surprises of 23.33% and 3.49%, respectively, for the quarter ended February 2023. Do the number...
April 6, 2023, 9:11 am
Montrose environmental: short-term pain but long-term story intact
Montrose Environmental's financial performance for 4Q22 was disappointing, and its guidance for 2023 is bleak due to a decline in CTEH. MEG's success ...
April 6, 2023, 12:53 am
Meta platforms: implicitly a bet on a startup venture
While Meta Platforms, Inc.'s core business Family of Apps has attractive economics, its ugly sister Reality Labs is destroying shareholder value at a ...
April 5, 2023, 1:37 pm
Tesla: great business, speculative stock
Tesla, Inc. is a rapidly expanding business with a great brand and multiple avenues for future growth. ...
April 5, 2023, 11:39 am
Noble corporation: strong buy on growing revenue and profitability
After a bankruptcy and timely acquisitions, Noble Corporation Plc is profitable on growing revenues. Based on the peer average EV/Sales and estimated ...
April 4, 2023, 11:26 pm
Resources connection (rgp) q3 earnings and revenues top estimates
Resources Connection (RGP) delivered earnings and revenue surprises of 131.25% and 1.85%, respectively, for the quarter ended February 2023. Do the nu...
April 4, 2023, 7:00 pm
Mercer international: current pessimism represents a good long-term opportunity
The company's revenues are slowing down as a result of weakening markets and high leverage. High cash a...
April 4, 2023, 7:00 pm
Why acuity brands plunged today
Acuity Brands missed on revenues but beat on profits. Still, investors seemed to be selling off any con...
April 4, 2023, 4:39 pm
Clear secure: hardware/software biometric play with revenue momentum
Clear Secure provides retinal scanning terminals at airports and other venues, which allow travelers to spend much less time going through security. C...
April 4, 2023, 2:04 pm
Msc industrial (msm) q2 earnings & revenues beat, rise y/y
MSC Industrial's (MSM) 2Q23 earnings gain from savings from its Mission Critical initiative that help offset inflationary cost pressure....
April 4, 2023, 12:56 pm
Subscription revenues aid the new york times' (nyt) growth
The New York Times Company (NYT) expects first-quarter 2023 subscription revenues to increase about 6-9...
April 4, 2023, 9:55 am
Msc industrial (msm) q2 earnings and revenues top estimates
MSC Industrial (MSM) delivered earnings and revenue surprises of 7.41% and 2.74%, respectively, for the quarter ended February 2023. Do the numbers ho...
April 4, 2023, 9:10 am
Here's a better pick over textron stock
We believe that Boeing stock (NYSE: BA) is currently a better pick than Textron stock (NYSE: TXT) despite being the more expensive of the two, trad...
April 4, 2023, 7:00 am
Vaalco energy: entering a new game
VAALCO Energy, Inc. oil and gas revenues for the fourth quarter of 2022 were $96.59 million compared to...
April 3, 2023, 7:46 pm
5 reits i felt like writing about
Strong demand from consumers pushes tenants to continue leasing space. The need for space drives revenues, which drives AFFO per share. Growth rates a...
April 3, 2023, 5:36 pm