Streetbeat News

Earnings

IFS

Intercorp Financial Services reported a strong Q4 2024 with a 71% profit increase. The company benefits from higher fee generation in Wealth Management and Credit Card segments, and targets a 16% ROE in 2025. A buy rating is confirmed due to better asset quality and consumer confidence recovery.

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February 09, 2025 | 9:00 am

HUSQF

Husqvarna AB (publ) held its Q4 2024 earnings call, discussing the company's financial performance for the fourth quarter and fiscal year 2024. Key participants included CEO Pavel Hajman and CFO Terry Burke.

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February 09, 2025 | 7:00 am

NFG

National Fuel Gas (NFG) is considered undervalued by approximately 11% based on a forward P/E of 12x. The company has shown strong growth and profitability, outperforming peers like Atmos Energy and UGI Corporation in total return over the past five years. NFG's integrated operations help mitigate commodity price swings, and it is well-positioned for double-digit gains with dividends and buybacks contributing about 4.5%.

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February 09, 2025 | 6:45 am

NEM

Newmont Gold's stock price fell due to disappointing earnings and poor management of analyst expectations, despite strong growth potential. The company produced 1.7 million ounces of gold in Q3 and expects strong Q4 performance. Newmont is divesting non-core assets, reducing debt, and has a $3 billion share repurchase program.

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February 09, 2025 | 6:30 am

NVO

Novo Nordisk's 2024 earnings surpassed expectations with 25% revenue growth, driven by diabetes, obesity, and rare disease segments. Despite promising CagriSema trial results, the market overreacted, causing a 20% stock drop.

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February 09, 2025 | 6:15 am

STNE

StoneCo's stock has dropped 22%, presenting a potential buying opportunity. Despite Brazil's economic challenges, StoneCo's strong financial results and attractive valuation suggest an 18% upside. The company's performance and momentum in Brazilian assets are key factors.

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February 09, 2025 | 6:00 am

MU

Micron's stock is considered undervalued at 6x its projected 2026 profits, with strong AI and cloud computing demand expected to drive growth. Analysts forecast a significant increase in operating profit from $9 billion in FY 2025 to $15 billion in FY 2026.

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February 09, 2025 | 5:45 am

CBL

CBL & Associates Properties, a retail REIT, is expected to see its AFFO reach $7.20 per share by 2025. This growth is driven by lower occupancy, benefits from Federal Reserve rate cuts, deleveraging efforts, and potential additional buybacks.

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February 09, 2025 | 4:45 am

CP

Canadian Pacific Kansas City (CP) faces short-term tariff risks but has strong long-term growth potential due to its unique rail network and nearshoring trends. Despite tariff threats, CP's Q4 2024 earnings showed revenue growth, improved EPS, and a stable operating ratio. Management anticipates over $5 billion in new revenue opportunities.

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February 09, 2025 | 4:45 am

AMZN

Amazon's Q4 2024 earnings exceeded expectations due to strong AWS performance, but weak Q1 2025 guidance led to a 3% stock drop. AWS's operating profits surged 62% YoY, highlighting its importance for Amazon's future profit growth. Despite the Q1 forecast, Amazon remains a compelling buy.

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February 09, 2025 | 4:30 am