Streetbeat News

Revenues

HES

Hess CEO John Hess provided an optimistic outlook on oil demand, suggesting the market is nearing balance despite concerns over Chinese demand and increased production from the U.S. and non-OPEC countries. He also highlighted the untapped potential in Guyana.

Portfolio Pulse from

January 07, 2025 | 6:00 pm

AVA

Avista is poised for earnings growth and higher returns on equity due to substantial capital expenditure plans and favorable rate cases. Trading at a discount to peers, AVA offers value with a low P/E ratio and book value below asset replacement costs. Despite wildfire risks and regulatory challenges, AVA is set to benefit from rising electricity demand driven by AI data centers.

Portfolio Pulse from

January 07, 2025 | 6:00 pm

NVDA

Nvidia's CEO Jensen Huang confirmed the full production of Blackwell and new RTX models, which are expected to boost Nvidia's financial performance in the medium-term and maintain long-term demand.

Portfolio Pulse from

January 07, 2025 | 5:30 pm

SALRY

SalMar has released a correction for its Q4 2024 trading update, adjusting the harvest volumes for its Icelandic operations. The consolidated harvest volumes are now reported as 73.8 thousand tons, with specific figures for different regions.

Portfolio Pulse from

January 07, 2025 | 5:30 pm

SALRY

SalMar's Q4 2024 trading update reveals consolidated harvest volumes of 73.8, with significant contributions from Farming Central and Northern Norway. SalMar Aker Ocean reported no harvest, while Icelandic Salmon contributed 1.5.

Portfolio Pulse from

January 07, 2025 | 5:15 pm

AZO

AutoZone (AZO) is expected to benefit from strong performance in its DIY and commercial sectors, as well as the expansion of mega hubs supported by significant capital investment.

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January 07, 2025 | 5:15 pm

CRM

Salesforce's stock has risen by 27% in 2024, but concerns about slowing revenue growth and macroeconomic pressures suggest a cautious outlook for 2025.

Portfolio Pulse from

January 07, 2025 | 5:15 pm

UDR

UDR's preliminary Q4 results show decent revenue growth and high physical occupancy, but a decline in effective blended lease rates.

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January 07, 2025 | 5:15 pm

DUAVF

Dassault Aviation reported its aircraft deliveries, order intakes, and backlog for 2024. The company delivered 21 Rafale jets, exceeding the guided 20, and 31 Falcon jets, falling short of the guided 35.

Portfolio Pulse from

January 07, 2025 | 5:00 pm

LOW

Lowe's is seeing positive results from its pro-customer approach and omnichannel focus, which are contributing to stable performance in its Pro segment. This stability could help diversify revenue and reduce risks from changing consumer demand.

Portfolio Pulse from

January 07, 2025 | 4:45 pm