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Revenues

J

Jacobs has secured a significant role in the Boise Airport expansion project, which is expected to enhance its infrastructure growth and increase its project backlog.

Portfolio Pulse from

March 14, 2025 | 2:15 pm

TRP

TC Energy anticipates a 40 bcf/d increase in North American natural gas demand over the next decade, prompting plans to expand its pipeline network.

Portfolio Pulse from

March 14, 2025 | 2:15 pm

ULTA

Ulta Beauty reported strong Q4 earnings and sales, surpassing estimates due to a successful holiday season. The company expects increased sales for fiscal 2025, leading to a 6.5% rise in its stock price.

Portfolio Pulse from

March 14, 2025 | 2:15 pm

CEG

Constellation Energy (CEG) is a leading clean energy provider with a focus on nuclear power. Despite a recent stock correction, its strong fundamentals, long-term contracts, and growing demand for nuclear energy make it a compelling buy. The company has shown significant revenue growth and increased operating income due to lower expenses and operational efficiencies.

Portfolio Pulse from

March 14, 2025 | 2:15 pm

ZETA

Zeta Global is considered a strong buy despite recent market volatility. The company has robust fundamentals, impressive revenue and EPS growth, and a strong cash position. The stock is oversold, presenting a bullish setup with a DCF analysis indicating a fair share price of $28.13.

Portfolio Pulse from

March 14, 2025 | 2:15 pm

RETL

Consumers are adopting more strategic purchasing patterns due to high inflation, impacting the retail industry by keeping it in check.

Portfolio Pulse from

March 14, 2025 | 2:00 pm

REGN

Regeneron Pharmaceuticals faces revenue challenges due to Eylea's patent expiration, leading to increased competition and pricing pressures. However, other drugs like Dupixent and Libtayo offer potential for future growth.

Portfolio Pulse from

March 14, 2025 | 2:00 pm

VNQ

Despite the U.S. economy adding fewer-than-expected jobs in February, certain sectors showed resilience. Sector ETFs and stocks related to these sectors may benefit from this trend.

Portfolio Pulse from

March 14, 2025 | 1:45 pm

PD

PagerDuty reported fiscal 2025 Q4 earnings with an adjusted EPS of $0.22, surpassing the expected $0.16. Revenue also exceeded estimates, reaching $121.4 million compared to the anticipated $119 million.

Portfolio Pulse from

March 14, 2025 | 1:45 pm

FCNCA

First Citizens Bancshares (FCNCA) is facing economic challenges due to its commercial focus and rate sensitivity, with weaker loan demand and lower rates threatening future expectations. Despite spread compression, fee-based income is growing, and credit costs are under control. Economic uncertainty leads to conservative estimates for 2025-2027.

Portfolio Pulse from

March 14, 2025 | 1:45 pm