Streetbeat News

Earnings

CROX

Crocs has reported strong Q4 2024 performance, but faces challenges due to mixed forward guidance, ongoing tariff issues, and potential economic headwinds. These factors may impact its future performance.

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February 16, 2025 | 3:15 pm

PYPL

PayPal is considered undervalued despite challenges, with a 60% YoY increase in free cash flow and a $15B buyback. Total Payment Volume (TPV) grew 10% YoY, while revenue increased 7% YoY. Unbranded processing (Braintree) now makes up 36% of TPV, affecting margins.

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February 16, 2025 | 3:15 pm

NNN

NNN REIT is highlighted as a strong investment opportunity due to its robust portfolio, high occupancy rates, and undervaluation compared to peers. The REIT's triple net lease structure reduces landlord responsibilities, making it appealing for passive income. Despite recent share price declines, NNN's consistent revenue and EBITDA growth, along with a 5.74% dividend yield, suggest strong long-term performance potential.

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February 16, 2025 | 3:15 pm

QQQ

SPY

US equity markets reached near record-highs amid positive earnings and rising inflation. The S&P 500 rebounded by 1.5%, and the Nasdaq 100 rallied nearly 3%. The Federal Reserve faces a complex policy outlook due to the fastest monthly rise in consumer prices since August.

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February 16, 2025 | 2:15 pm

DKNG

DraftKings reported weak Q4 financials due to NFL outcomes affecting the industry's hold percentage and increased marketing expenses. Despite this, user growth was strong. DraftKings aims for a strong 2025 with better hold percentages, new market entries, and iGaming growth. However, FanDuel has gained market share, overtaking DraftKings.

Portfolio Pulse from

February 16, 2025 | 1:45 pm

AAPL

AMZN

TOST

The S&P 500 is experiencing a steady climb in 2025, up 3% this year, with major components like Apple and Amazon reporting their earnings. The article suggests buying Toast stock due to its potential growth.

Portfolio Pulse from

February 16, 2025 | 1:00 pm

AM

The article discusses the author's strategy of investing in high-yield dividend stocks that are resilient and have strong cash flow and earnings. These stocks are seen as favorable in the current economic environment characterized by inflation and the Fed's 'higher for longer' interest rate stance. The author highlights the potential for steady income and long-term gains, despite risks such as rate cuts.

Portfolio Pulse from

February 16, 2025 | 12:45 pm

NVO

Novo Nordisk released its Q4 and full-year earnings report, resulting in a post-earnings stock price increase.

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February 16, 2025 | 12:15 pm

META

Meta Platforms' stock has risen 23% year to date, driven by a strong earnings report in January. A Wall Street firm predicts the stock could reach $935.

Portfolio Pulse from

February 16, 2025 | 11:45 am

ASC

Ardmore Shipping Corporation (ASC) held its Q4 2024 earnings call on February 13, 2025. Key participants included CEO Gernot Ruppelt and CFO Bart Kelleher. The call was attended by analysts such as Ben Nolan from Stifel.

Portfolio Pulse from

February 16, 2025 | 11:15 am