Streetbeat News

Revenues

APAM

Artisan Partners Asset Management Inc. reported its December 2024 assets under management (AUM) at $161.2 billion, with Artisan Funds and Artisan Global Funds accounting for $77.6 billion and separate accounts and other AUM at $83.6 billion. The AUM includes $450 million of distributions not reinvested.

Portfolio Pulse from

January 10, 2025 | 9:30 pm

WBA

Walgreens Boots Alliance's stock surged over 25% following strong Q1 2025 earnings and revenue outperformance. Despite challenges like high debt and store closures, the company's strategic turnaround plan shows promise, focusing on improving reimbursement terms, streamlining operations, and boosting cash flow.

Portfolio Pulse from

January 10, 2025 | 9:15 pm

BAH

CRAI

FCN

The Zacks Consulting Services industry is expected to thrive due to strong service activities. Booz Allen Hamilton (BAH), FTI Consulting (FCN), and CRA International (CRAI) are highlighted as stocks well-positioned to benefit from this demand.

Portfolio Pulse from

January 10, 2025 | 9:15 pm

V

Visa Inc. (V) is showing strong growth in payments volume and processed transactions, raising questions about whether its stock is a buy at the current valuation.

Portfolio Pulse from

January 10, 2025 | 9:15 pm

BEN

Franklin Resources, Inc. (NYSE: BEN) reported a decrease in assets under management (AUM) to $1.58 trillion as of December 31, 2024, from $1.65 trillion at the end of November 2024. The decline was due to negative market impacts and long-term net outflows, particularly from Western Asset Management.

Portfolio Pulse from

January 10, 2025 | 9:15 pm

JWN

Nordstrom, Inc. reported a 4.9% increase in total net sales and a 5.8% increase in comparable sales for the holiday period ending January 4, 2025. The Nordstrom banner saw a 3.7% net sales increase, while Nordstrom Rack's net sales rose by 7.4%.

Portfolio Pulse from

January 10, 2025 | 9:15 pm

LUNR

Intuitive Machines is well-positioned for long-term growth in the lunar exploration sector due to its cutting-edge technology, strong management, and new contracts. The innovative pay-by-the-minute billing model and multi-mission synergies could enhance revenue streams and operational efficiency.

Portfolio Pulse from

January 10, 2025 | 7:15 pm

SQ

Block's recent performance metrics, raised FY2024 guidance, and promising FY2025 commentary suggest a growth acceleration. The company's improved monetization trend and higher ARPUs/gross margins are driven by cross-selling across its fintech and subscription offerings, leading to positive consensus forward estimates and SQ stock outperformance.

Portfolio Pulse from

January 10, 2025 | 7:15 pm

NFLX

TTD

The Trade Desk (TTD) is highlighted as a strong bullish investment by @LikeFolio's Megan Brantley, citing ad revenue spending as a key growth driver. Netflix (NFLX) is also noted for its ad revenue strength.

Portfolio Pulse from

January 10, 2025 | 7:00 pm

DAL

Delta Air Lines reported better-than-expected earnings for Q4 2024, with a significant 32% year-over-year increase in cargo revenues.

Portfolio Pulse from

January 10, 2025 | 7:00 pm