Streetbeat News

Revenues

AVDL

Avadel Pharmaceuticals' 2025 net sales guidance for Lumryz is below expectations due to patient attrition. The company is working to address these challenges and increase patient uptake. Legal updates have reduced risks, but there was a loss in the idiopathic hypersomnia market.

Portfolio Pulse from

January 12, 2025 | 8:45 am

DELL

Penguin Solution is experiencing strong growth in the AI infrastructure market, with a 24% year-over-year revenue increase and a 108% growth in adjusted EPS. Strategic partnerships with SK Telecom and Dell Technologies are enhancing its competitive edge.

Portfolio Pulse from

January 12, 2025 | 7:00 am

AYI

Acuity Brands Inc. is expected to see improved growth due to strong performance in its ABL and ISG segments, with a 2% year-over-year revenue increase in 1Q25. Easing interest rates and a strong non-residential construction pipeline further support its growth outlook.

Portfolio Pulse from

January 12, 2025 | 5:30 am

IVV

The 10-year Treasury yield remains above 4%, creating a challenging environment for stocks, particularly as strong jobs data reduces the likelihood of Federal Reserve rate cuts in 2025. This situation is putting pressure on the S&P 500.

Portfolio Pulse from

January 12, 2025 | 2:45 am

NDAQ

The Nasdaq index outperformed other major indices last year, climbing 28% compared to the S&P 500's 23% and the Dow Jones Industrial Average's 12%. The article suggests that the Nasdaq is expected to soar in 2025, and highlights three top AI stocks to consider buying before this anticipated rise.

Portfolio Pulse from

January 11, 2025 | 4:30 pm

PLXNF

Pluxee, a spin-off from Sodexo, is showing promising financial growth with double-digit revenue and EBITDA margin increases. The company reported strong Q1 FY 2025 results and has set ambitious mid-term financial targets.

Portfolio Pulse from

January 11, 2025 | 4:00 pm

LMT

Lockheed Martin has secured a $15.5 billion contract for its F-35 Lightning II stealth fighter jets, a significant boost for the company given the F-35's estimated $1 trillion lifetime value.

Portfolio Pulse from

January 11, 2025 | 3:00 pm

INCY

Incyte is experiencing robust growth driven by JAKAFI and OPZELURA, with future growth expected from new product launches like MONJUVI, ZYNZY, and NIKTIMVO in 2025. Analysts predict a 10% annual revenue growth until JAKAFI's patent expires in 2028, with potential for outperformance due to new launches.

Portfolio Pulse from

January 11, 2025 | 2:45 pm

AMZN

Amazon's stock rallied 44.4% in 2024, showcasing strong performance in the retail and cloud computing sectors.

Portfolio Pulse from

January 11, 2025 | 2:15 pm