Streetbeat News

Earnings

IDT

IDT Corporation's Q2 earnings report highlights strong growth in its NRS and BOSS Money segments, both exceeding 30%. The company's current enterprise value is close to $1 billion, which is the estimated value of NRS alone. Shares are trading significantly below the intrinsic value estimate of $70.

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March 16, 2025 | 6:30 pm

CCL

DRI

FDX

GIS

MU

NKE

This week, the focus will be on the Federal Reserve's interest rate announcement amidst market corrections and declining consumer confidence. Additionally, earnings reports from FedEx, General Mills, and Darden are anticipated.

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March 16, 2025 | 6:15 pm

DEI

Douglas Emmett, an office REIT with a focus on California and Hawaii, is facing challenges due to weak office fundamentals impacting its FFO in 2024. The significance of its multifamily portfolio for NOI is increasing. The office downturn and expiring interest rate hedges will continue to affect FFO in 2025.

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March 16, 2025 | 5:30 pm

BEKSF

Bekaert reported strong 2024 results with a net profit of 238.9M EUR and a free cash flow yield in the mid-teens. The company announced a 6% dividend increase and a 200M EUR share repurchase program, reducing the share count to below 50M. Despite no expected growth in 2025, Bekaert's strong free cash flow and low net debt to EBITDA ratio make it a solid investment.

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March 16, 2025 | 4:00 pm

FSNUY

Fresenius SE has experienced a significant turnaround, with a 50% stock price increase and a 50.6% rise in operating income. The company's restructuring into Helios and Kabi segments has driven growth, especially in the biosimilar market. Debt reduction and dividend reinstatement highlight financial health.

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March 16, 2025 | 4:00 pm

FDX

FedEx Corporation is set to report its Q3 earnings on March 20. The company faces economic uncertainty, tariff risks, and weak consumer sentiment, which could lead to further downward revisions in EPS, revenue, and free cash flow.

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March 16, 2025 | 3:30 pm

BBAI

BigBear.ai faces significant challenges with minimal growth prospects, ongoing cash burn, and potential volatilities. Despite the AI SaaS boom and recent contract wins, the company's financial metrics are underwhelming, leading to a steep stock correction.

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March 16, 2025 | 3:30 pm

ENLAY

Enel reported strong Q4 and FY 2024 results, with notable performance in Spain and margin normalization in Italy. The company maintains a positive outlook due to deleveraging and potential shareholder remuneration. Enel trades at a discount to peers, offering a high yield.

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March 16, 2025 | 2:45 pm

ASTS

AST SpaceMobile's stock surged after reporting Q4 results, with shares up 32% at one point. Despite a subsequent decline, the stock remains above pre-earnings levels. However, concerns about cash burn could pose a problem.

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March 16, 2025 | 2:30 pm

VTRS

Levi & Korsinsky has initiated an investigation into Viatris Inc. for potential violations of federal securities laws following the company's disappointing financial results for Q4 and full year 2024.

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March 16, 2025 | 2:30 pm