Streetbeat News

Revenues

MCD

McDonald's is expected to report slightly higher quarterly revenue compared to last year, but earnings estimates are down by 3.4%. This could be due to discounts impacting profit margins. Investors should watch the earnings report on Monday for more insights.

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February 09, 2025 | 9:15 pm

INTC

Intel is experiencing continued revenue declines, raising questions about the potential for its stock to rebound.

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February 09, 2025 | 5:30 pm

MNDY

monday.com's recent stock price dip is seen as a buying opportunity due to its strong strategy, high gross margins, and cost-effective solutions. The company is efficiently generating free cash flow and is making strategic moves to penetrate larger enterprises.

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February 09, 2025 | 5:30 pm

BC

Brunswick Corporation faces ongoing challenges in the US marine market, with significant demand weakness and deteriorating margins. Despite some positive signals from boat shows, 4Q24 results showed a 15.2% revenue decline, and 1Q25 guidance predicts a further 16% decline. Tariffs and FX headwinds add to the difficult environment.

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February 09, 2025 | 5:15 pm

VGT

The S&P 500 has seen significant growth, with a 23% increase in 2024 and over 80% in the past five years. A Vanguard ETF is predicted to outperform the S&P 500 by 2025.

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February 09, 2025 | 5:15 pm

AXTA

Axalta Coating is outperforming analyst estimates and is on track to achieve its growth targets earlier than planned. Despite weak topline growth due to end market conditions, there is potential for revenue surprises.

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February 09, 2025 | 5:15 pm

CDW

CDW Corp's 4Q24 results indicate a positive growth inflection with a 4% increase in hardware sales, signaling a return to year-over-year revenue growth. The company is expected to see significant revenue and earnings growth driven by enterprise hardware demand and strong growth in cloud and security services.

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February 09, 2025 | 5:00 pm

SLAB

Silicon Laboratories has been upgraded to a strong buy following impressive Q4 2024 results, with 91% year-over-year revenue growth. The company's outlook is bullish, with management projecting continued growth in Q1 2025, driven by strong performance in its CGM and ESL segments.

Portfolio Pulse from

February 09, 2025 | 4:45 pm

DIS

Disney is investing $60 billion in its experiences segment, which includes theme parks and resorts. Historically, such investments have proven beneficial for the company in the long term. Disney's media and entertainment assets, including its streaming division, continue to perform well.

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February 09, 2025 | 3:30 pm

RIVN

Rivian is expanding its production capabilities with a Department of Energy loan for a new plant in Georgia, targeting 615,000 annual production by 2030. The company is focusing on achieving positive gross margins in Q4 and plans to ramp up R2 production by 2026, aiming for profitability by 2027.

Portfolio Pulse from

February 09, 2025 | 3:15 pm