Streetbeat News

Revenues

UHS

Universal Health Services (UHS) stock is currently trading at a discount. The article evaluates its growth drivers and challenges to assess if it is a good investment opportunity.

Portfolio Pulse from

January 07, 2025 | 9:15 pm

KRP

Kimbell Royalty Partners, LP announced a $231 million acquisition of oil and natural gas royalty interests in the Midland Basin. The acquisition is expected to be immediately accretive to distributable cash flow per unit and will increase Kimbell's production and inventory. The transaction involves a mix of cash and common units.

Portfolio Pulse from

January 07, 2025 | 9:15 pm

MAC

Macerich has seen a significant rally over the past year due to optimism surrounding its Path Forward Plan. The REIT is trading at 13.5x its annualized Q3 FFO and offers a 3.31% dividend yield. An upcoming equity offering is expected to be accretive, but future revenue may decline due to asset sales and givebacks.

Portfolio Pulse from

January 07, 2025 | 9:00 pm

LEGN

Legend Biotech is highlighted as a top commercial biotech buyout candidate due to its innovative cell therapies, strong pipeline, and flagship product CARVYKTI, which has received multiple regulatory approvals and shows significant sales growth potential.

Portfolio Pulse from

January 07, 2025 | 9:00 pm

GFF

Griffon Corporation is facing topline growth challenges due to weak demand in North America, particularly in the CPP segment. However, the company is expected to improve margins through productivity enhancements and global sourcing expansion, supporting long-term profitability. The long-term outlook is promising with capacity expansion, market share gains in residential sectors, and anticipated market recovery.

Portfolio Pulse from

January 07, 2025 | 9:00 pm

WLDN

Willdan Group, Inc. has been awarded an $11 million energy and infrastructure modernization project by the City of South Lake Tahoe. The project aims to enhance energy and operational efficiencies, reduce carbon emissions, and support future growth and sustainability.

Portfolio Pulse from

January 07, 2025 | 8:15 pm

CASY

Casey's General Stores is experiencing promising growth, but investors should be cautious due to rising costs and its premium valuation.

Portfolio Pulse from

January 07, 2025 | 7:45 pm

T

The article discusses the significant importance of AT&T's guidance for its future performance. Investors are closely watching the company's guidance as it will heavily influence their investment decisions.

Portfolio Pulse from

January 07, 2025 | 7:15 pm

APPN

Appian (APPN) is experiencing consistent revenue growth and is expected to become profitable soon, making it a strong investment opportunity.

Portfolio Pulse from

January 07, 2025 | 7:15 pm

BILL

BILL Holdings is experiencing strong core revenue growth, primarily due to increasing subscription and transaction fees, making it an attractive option for growth-focused investors.

Portfolio Pulse from

January 07, 2025 | 7:15 pm