Streetbeat News

Revenues

MNST

Monster Beverage (MNST) is expected to see accelerated growth due to strong demand, effective price increases, and easier volume comparisons in FY25. Despite recent deceleration in net sales growth, constant currency sales are up 4.7% year-over-year.

Portfolio Pulse from

January 07, 2025 | 10:30 am

IIPR

Innovative Industrial Properties (IIPR) saw its stock decline by nearly 40% in December due to tenant defaults on multiple properties. This situation is particularly challenging for landlords managing multiple properties.

Portfolio Pulse from

January 07, 2025 | 10:00 am

TSLA

Tesla's vehicle delivery trends are raising concerns, and its shares may be overvalued. Tesla's stock has started 2025 on a weak note, with shares down nearly 2% year to date.

Portfolio Pulse from

January 07, 2025 | 9:45 am

JLL

Jones Lang LaSalle (JLL) is rated as a Buy due to its positive outlook in key business areas. The company's advisory and capital markets segments are poised for growth with a potential CRE market turnaround. Additionally, the Work Dynamics division has long-term growth potential, supported by JLL's financial capacity for strategic acquisitions.

Portfolio Pulse from

January 07, 2025 | 9:45 am

DPCDF

DPC Dash, the master franchisee of Domino's in China, is expanding rapidly with plans to open 300-350 new stores by 2026. The company is leveraging menu innovation, strategic partnerships, and digital investments to enhance its market presence.

Portfolio Pulse from

January 07, 2025 | 9:45 am

SG

Sweetgreen is expanding aggressively with plans for 40 new stores in 2025, driven by strong consumer demand. Operational efficiencies and menu diversification are enhancing customer experience and profitability.

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January 07, 2025 | 9:00 am

CYBR

CyberArk Software Ltd. is expected to experience rapid growth over the next two years, with a potential 30% increase in business. This growth is driven by a large total addressable market (TAM) and cross-selling opportunities, particularly through its Privilege Access Management solutions and recent acquisitions.

Portfolio Pulse from

January 07, 2025 | 9:00 am

PDD

PDD Holdings is expanding its free delivery services to Japan, Singapore, Taiwan, Korea, and Macau, aiming to enhance its global reach and offset domestic market weaknesses. PDD's competitive advantages include low-cost leadership, a superior supply chain, and strong user stickiness, positioning it as a share gainer against Alibaba and JD, particularly with its Temu platform. However, the lack of a proper return mechanism could limit broader adoption.

Portfolio Pulse from

January 07, 2025 | 9:00 am

MSFT

Microsoft plans to invest $3 billion to expand its Azure cloud-computing and AI capacity in India, as announced by CEO Satya Nadella.

Portfolio Pulse from

January 07, 2025 | 8:45 am