Streetbeat News

Earnings

EPAM

EPAM Systems is recommended as a strong buy due to its Q3 earnings report showing significant EPS beat and a return to revenue growth. The company has increased cash flows from operations and holds a substantial cash reserve, potentially for share buybacks.

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January 19, 2025 | 10:30 pm

TREX

Trex Company, Inc. reported lower Q3 2024 revenue and earnings due to seasonal factors and high capital expenditures for its Arkansas plant. However, the company is expected to see growth post-2025 due to its cost-efficient manufacturing, scale, and use of recycled materials. Trex's cost-cutting initiatives and increased capacity from the new plant position it for double-digit earnings growth by late 2025 or early 2026.

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January 19, 2025 | 6:45 pm

KEYUF

Keyera's strong 2024 results are driven by marketing revenue, with a net profit of C$184.6M and an EPS of C$0.81. The company anticipates 7-8% annual EBITDA growth on fee-based revenue from 2024-2027, focusing on capital-efficient projects and debottlenecking initiatives. Despite a projected 30% drop in marketing income, higher fee-based EBITDA and reduced sustaining capex should boost distributable cash flow.

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January 19, 2025 | 5:00 pm

SCHW

Charles Schwab (SCHW) is set to report Q4 '24 earnings on January 21, 2025, with expectations of $0.91 EPS and $5.19 billion in revenue, indicating significant year-over-year growth. The 'cash sorting' issue is linked to the inverted Treasury yield curve.

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January 19, 2025 | 4:00 pm

NFLX

Netflix maintains its lead in the streaming industry as it approaches its earnings report. Analysts anticipate potential price increases for Netflix this year. Other sectors such as airlines, railroads, and credit card companies are also preparing to report earnings.

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January 19, 2025 | 3:15 pm

UNH

UnitedHealth (UNH) faces market pessimism due to a top-line miss in FQ4'24 and mixed FY2025 guidance amid rising medical costs. However, growth in Optum Rx and OptumHealth segments may offset challenges, presenting a contrarian buy opportunity.

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January 19, 2025 | 3:15 pm

HAFNF

Hafnia Limited, with a fleet of 115 vessels, reported strong 3Q24 results with YoY growth in revenue, EBITDA, and net income. Sanctions and constrained tanker supply are expected to drive strong tanker day rates in 2025, benefiting Hafnia investors.

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January 19, 2025 | 3:00 pm

MDGL

Madrigal Pharmaceuticals' REZDIFFRA shows strong growth potential with $100-$103M in Q4 sales and a 61% growth rate. Despite potential competition, its first-mover advantage and combination use position it well. Analysts project $515M in 2025 sales, making MDGL stock a strong buy.

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January 19, 2025 | 2:45 pm

INFY

Infosys, a leading IT services company, has experienced a 10% drop in its stock price due to a negative Q4 2025 outlook. Despite strong financials, the company faces challenges such as slower growth, fewer large deals, and rising costs, making it appear overvalued compared to peers.

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January 19, 2025 | 2:45 pm

AXP

American Express (AXP) is set to release its Q4 earnings report, with expectations of over 16% EPS growth and over 10% revenue growth. The company's strong brand and high-tier customer base justify its premium valuation. AXP's consistent 2024 trend suggests a potential buy opportunity if shares dip to around $280.

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January 19, 2025 | 2:45 pm