Streetbeat News

Earnings

HPQ

HP is seen as undervalued with potential for growth in 2025 due to AI PCs and Windows 10's end-of-life. Current low EPS expectations could lead to an upside surprise in upcoming earnings.

Portfolio Pulse from

February 16, 2025 | 4:00 pm

AMD

AVGO

NVDA

Wall Street analysts predict faster earnings growth for Advanced Micro Devices (AMD) compared to Broadcom (AVGO), but expect Broadcom's stock to outperform. Nvidia remains the leader in AI chip and network infrastructure.

Portfolio Pulse from

February 16, 2025 | 3:30 pm

SPGI

S&P Global's stock saw a significant rally after its fourth-quarter earnings report surpassed Wall Street expectations.

Portfolio Pulse from

February 16, 2025 | 3:15 pm

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.

Portfolio Pulse from

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.

Portfolio Pulse from

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.

Portfolio Pulse from

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.

Portfolio Pulse from

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