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Alaska Airlines Gets Boost From Premium, Expects Hit From IT Outage

Alaska Airlines Gets Boost From Premium, Expects Hit From IT Outage

Skift2 days ago
Alaska's second quarter turned out better than previously expected as revenue from premium seats and loyalty continued to grow.
Alaska Airlines reported record revenue for the second quarter, getting a boost from premium seating and its loyalty program.
Previously, Alaska pulled its 2025 guidance and forecasted as much as a six-point hit to revenues due to softening domes
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Earnings Miss: BE Semiconductor Industries N.V. Missed EPS By 11% And Analysts Are Revising Their Forecasts
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Earnings Miss: BE Semiconductor Industries N.V. Missed EPS By 11% And Analysts Are Revising Their Forecasts

Last week, you might have seen that BE Semiconductor Industries N.V. (AMS:BESI) released its quarterly result to the market. The early response was not positive, with shares down 8.5% to €117 in the past week. It was not a great result overall. While revenues of €148m were in line with analyst predictions, earnings were less than expected, missing statutory estimates by 11% to hit €0.40 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Taking into account the latest results, BE Semiconductor Industries' 19 analysts currently expect revenues in 2025 to be €612.9m, approximately in line with the last 12 months. Statutory earnings per share are expected to drop 13% to €1.87 in the same period. Before this earnings report, the analysts had been forecasting revenues of €632.8m and earnings per share (EPS) of €2.15 in 2025. From this we can that sentiment has definitely become more bearish after the latest results, leading to lower revenue forecasts and a substantial drop in earnings per share estimates. Check out our latest analysis for BE Semiconductor Industries The analysts made no major changes to their price target of €136, suggesting the downgrades are not expected to have a long-term impact on BE Semiconductor Industries' valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic BE Semiconductor Industries analyst has a price target of €170 per share, while the most pessimistic values it at €100.00. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation. Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 3.6% growth on an annualised basis. That is in line with its 3.0% annual growth over the past five years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 8.4% annually. So although BE Semiconductor Industries is expected to maintain its revenue growth rate, it's forecast to grow slower than the wider industry. The Bottom Line The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for BE Semiconductor Industries. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple BE Semiconductor Industries analysts - going out to 2027, and you can see them free on our platform here. It is also worth noting that we have found 1 warning sign for BE Semiconductor Industries that you need to take into consideration. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Earnings Update: Julius Bär Gruppe AG (VTX:BAER) Just Reported Its Interim Results And Analysts Are Updating Their Forecasts
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ALSO Holding AG Just Missed Earnings - But Analysts Have Updated Their Models
ALSO Holding AG Just Missed Earnings - But Analysts Have Updated Their Models

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ALSO Holding AG Just Missed Earnings - But Analysts Have Updated Their Models

Last week saw the newest half-year earnings release from ALSO Holding AG (VTX:ALSN), an important milestone in the company's journey to build a stronger business. Statutory earnings per share fell badly short of expectations, coming in at €3.38, some 29% below analyst forecasts, although revenues were okay, approximately in line with analyst estimates at €5.9b. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Following the latest results, ALSO Holding's five analysts are now forecasting revenues of €13.6b in 2025. This would be a substantial 22% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to soar 46% to €13.87. Yet prior to the latest earnings, the analysts had been anticipated revenues of €13.9b and earnings per share (EPS) of €14.15 in 2025. So it looks like the analysts have become a bit less optimistic after the latest results announcement, with revenues expected to fall even as the company is supposed to maintain EPS. View our latest analysis for ALSO Holding The average price target was steady at CHF314even though revenue estimates declined; likely suggesting the analysts place a higher value on earnings. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values ALSO Holding at CHF321 per share, while the most bearish prices it at CHF300. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects. These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the ALSO Holding's past performance and to peers in the same industry. One thing stands out from these estimates, which is that ALSO Holding is forecast to grow faster in the future than it has in the past, with revenues expected to display 48% annualised growth until the end of 2025. If achieved, this would be a much better result than the 4.2% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their revenue grow 9.3% per year. So it looks like ALSO Holding is expected to grow faster than its competitors, at least for a while. The Bottom Line The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. Still, earnings are more important to the intrinsic value of the business. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. With that in mind, we wouldn't be too quick to come to a conclusion on ALSO Holding. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple ALSO Holding analysts - going out to 2027, and you can see them free on our platform here. You should always think about risks though. Case in point, we've spotted 2 warning signs for ALSO Holding you should be aware of, and 1 of them makes us a bit uncomfortable. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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