Jefferies Lifts Amazon (AMZN) Price Target to $265, Sees Revenue and Margin Upside
'We see resilient revs and potential margin upside in Q2.'
In other news, BofA Securities analysts removed Amazon (AMZN) from its prestigious US 1 List on the same day. The US 1 List pinpoints the firm's top investment ideas.
Despite being removed from the list, the financial institution has confirmed that the company will maintain its 'Buy' rating. The rating affirmation signifies that Amazon is still a strong contender in the market.
Amazon.com Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions.
While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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PulteGroup Reports Second Quarter 2025 Financial Results
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Our operating and financial results allowed us to continue to return funds to shareholders, as we repurchased $300 million of stock in the second quarter, while generating a return on equity* of 23%. 'Over the course of the 2025 spring selling season, we saw consumers dealing with a range of issues from high interest rates and challenged affordability to macro concerns about the strength of the economy. We are encouraged, however, by the positive consumer response we saw to the pullbacks in interest rates in late June and at times earlier in the year. 'Given the market dynamics we experienced in the first half of the year, we have aligned our home production and land investment to effectively serve today's current core demand, while positioning us to retain and grow our market share as demand strengthens in the future.' Home sale revenues for the second quarter decreased by 4% from the prior year to $4.3 billion. Lower revenues for the quarter were the result of a 6% decrease in closings to 7,639 homes, partially offset by a 2% increase in average sales price to $559,000. For its second quarter, PulteGroup reported a home sale gross margin of 27.0%, which is down from 29.9% last year, but was consistent with the Company's previously provided guidance range. The Company's reported second quarter SG&A expense was $390 million, or 9.1% of home sale revenues. Prior year reported SG&A expense of $361 million, or 8.1% of home sale revenues, included the $52 million pre-tax insurance benefit recorded in the period. The Company reported net new orders for the second quarter of 7,083 homes, which is down 7% from prior year net new orders of 7,649 homes. The dollar value of net new orders in the second quarter was $3.9 billion, compared with $4.4 billion in the prior year quarter. 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You can identify these statements by the fact that they do not relate to matters of a strictly factual or historical nature and generally discuss or relate to forecasts, estimates or other expectations regarding future events. Generally, the words 'believe,' 'expect,' 'intend,' 'estimate,' 'anticipate,' 'plan,' 'project,' 'may,' 'can,' 'could,' 'might,' 'should,' 'will' and similar expressions identify forward-looking statements, including statements related to any potential impairment charges and the impacts or effects thereof, expected operating and performing results, planned transactions, planned objectives of management, future developments or conditions in the industries in which we participate and other trends, developments and uncertainties that may affect our business in the future. Such risks, uncertainties and other factors include, among other things: interest rate changes and the availability of mortgage financing; the impact of any changes to our strategy in responding to the cyclical nature of the industry or deteriorations in industry changes or downward changes in general economic or other business conditions, including any changes regarding our land positions and the levels of our land spend; economic changes nationally or in our local markets, including inflation, deflation, changes in consumer confidence and preferences and the state of the market for homes in general; supply shortages and the cost of labor and building materials; the availability and cost of land and other raw materials used by us in our homebuilding operations; a decline in the value of the land and home inventories we maintain and resulting possible future writedowns of the carrying value of our real estate assets; competition within the industries in which we operate; rapidly changing technological developments including, but not limited to, the use of artificial intelligence in the homebuilding industry; governmental regulation directed at or affecting the housing market, the homebuilding industry or construction activities, slow growth initiatives and/or local building moratoria; the availability and cost of insurance covering risks associated with our businesses, including warranty and other legal or regulatory proceedings or claims; damage from improper acts of persons over whom we do not have control or attempts to impose liabilities or obligations of third parties on us; weather related slowdowns; the impact of climate change and related governmental regulation; adverse capital and credit market conditions, which may affect our access to and cost of capital; the insufficiency of our income tax provisions and tax reserves, including as a result of changing laws or interpretations; the potential that we do not realize our deferred tax assets; our inability to sell mortgages into the secondary market; uncertainty in the mortgage lending industry, including revisions to underwriting standards and repurchase requirements associated with the sale of mortgage loans, and related claims against us; risks associated with the implementation of a new enterprise resource planning system; risks related to information technology failures, data security issues, and the effect of cybersecurity incidents and threats; the impact of negative publicity on sales; failure to retain key personnel; the impairment of our intangible assets; the disruptions associated with the COVID-19 pandemic (or another epidemic or pandemic or similar public threat or fear of such an event), and the measures taken to address it; the effect of cybersecurity incidents and threats; and other factors of national, regional and global scale, including those of a political, economic, business and competitive nature. 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For more information about PulteGroup, Inc. and PulteGroup brands, go to and Follow PulteGroup, Inc. on X: @PulteGroupNews. PulteGroup, Inc. Consolidated Statements of Cash Flows ($000's omitted) (Unaudited) Six Months Ended June 30, 2025 2024 Cash flows from operating activities: Net income $ 1,131,282 $ 1,472,109 Adjustments to reconcile net income to net cash from operating activities: Deferred income tax expense 19,798 89,321 Land-related charges 42,184 7,798 Depreciation and amortization 49,714 42,891 Equity income from unconsolidated entities (911 ) (40,069 ) Distributions of income from unconsolidated entities 3,060 2,358 Share-based compensation expense 30,973 29,084 Other, net (380 ) 120 Increase (decrease) in cash due to: Inventories (533,041 ) (473,665 ) Residential mortgage loans available-for-sale 47,986 (55,346 ) Other assets (175,258 ) (294,335 ) Accounts payable, accrued and other liabilities (193,674 ) (123,002 ) Net cash provided by operating activities 421,733 657,264 Cash flows from investing activities: Capital expenditures (64,138 ) (55,317 ) Investments in unconsolidated entities (7,954 ) (9,096 ) Distributions of capital from unconsolidated entities 39,419 3,474 Other investing activities, net (6,509 ) (5,262 ) Net cash used in investing activities (39,182 ) (66,201 ) Cash flows from financing activities: Repayments of notes payable (9,163 ) (318,288 ) Financial Services borrowings (repayments), net (28,549 ) 24,416 Proceeds from liabilities related to consolidated inventory not owned 16,633 32,721 Payments related to consolidated inventory not owned (22,438 ) (70,608 ) Share repurchases (600,000 ) (559,999 ) Excise tax on share repurchases (11,550 ) — Cash paid for shares withheld for taxes (23,761 ) (17,623 ) Dividends paid (90,077 ) (84,893 ) Net cash used in financing activities (768,905 ) (994,274 ) Net increase (decrease) in cash, cash equivalents, and restricted cash (386,354 ) (403,211 ) Cash, cash equivalents, and restricted cash at beginning of period 1,653,680 1,849,177 Supplemental Cash Flow Information: Interest paid (capitalized), net $ 8,088 $ 13,215 Income taxes paid (refunded), net $ 392,286 $ 365,061 Expand PulteGroup, Inc. Segment Data ($000's omitted) (Unaudited) Three Months Ended Six Months Ended June 30, June 30, 2025 2024 2025 2024 HOMEBUILDING: Home sale revenues $ 4,267,975 $ 4,448,168 $ 8,017,244 $ 8,267,754 Land sale and other revenues 34,622 39,825 87,176 77,042 Total Homebuilding revenues 4,302,597 4,487,993 8,104,420 8,344,796 Home sale cost of revenues (3,115,450 ) (3,117,482 ) (5,834,564 ) (5,806,569 ) Land sale and other cost of revenues (30,488 ) (38,873 ) (81,443 ) (75,917 ) Selling, general, and administrative expenses (390,453 ) (361,145 ) (783,790 ) (718,739 ) Equity income (loss) from unconsolidated entities, net (841 ) 1,117 (339 ) 39,019 Other income (expense), net (1,006 ) 13,324 5,355 30,008 FINANCIAL SERVICES: Income before income taxes $ 42,797 $ 63,378 $ 78,655 $ 104,357 Income before income taxes $ 807,156 $ 1,048,312 $ 1,488,294 $ 1,916,955 Expand PulteGroup, Inc. Segment Data, continued ($000's omitted) (Unaudited) Three Months Ended Six Months Ended June 30, June 30, 2025 2024 2025 2024 Home sale revenues $ 4,267,975 $ 4,448,168 $ 8,017,244 $ 8,267,754 Closings - units Northeast 451 378 790 663 Southeast 1,402 1,499 2,595 2,944 Florida 1,882 2,150 3,532 4,067 Midwest 1,272 1,196 2,362 2,186 Texas 1,218 1,472 2,257 2,800 West 1,414 1,402 2,686 2,532 7,639 8,097 14,222 15,192 Average selling price $ 559 $ 549 $ 564 $ 544 Net new orders - units Northeast 384 400 788 841 Southeast 1,405 1,396 2,761 2,790 Florida 1,773 1,746 3,642 3,718 Midwest 1,272 1,265 2,660 2,539 Texas 1,042 1,275 2,329 2,729 West 1,207 1,567 2,668 3,411 7,083 7,649 14,848 16,028 Net new orders - dollars $ 3,887,938 $ 4,358,508 $ 8,365,765 $ 9,057,167 Unit backlog Northeast 613 745 Southeast 2,078 2,092 Florida 2,905 3,443 Midwest 2,100 2,045 Texas 1,020 1,566 West 2,063 3,091 10,779 12,982 Dollars in backlog $ 6,843,239 $ 8,109,128 Expand PulteGroup, Inc. Segment Data, continued ($000's omitted) (Unaudited) Three Months Ended Six Months Ended June 30, June 30, 2025 2024 2025 2024 MORTGAGE ORIGINATIONS: Origination volume 4,984 5,105 9,255 9,437 Origination principal $ 2,164,755 $ 2,140,103 $ 4,030,773 $ 3,895,150 Capture rate 84.8 % 86.5 % 85.5 % 85.4 % Expand PulteGroup, Inc. Reconciliation of Non-GAAP Financial Measures This report contains information about our debt-to-capital ratios. These measures could be considered non-GAAP financial measures under the SEC's rules and should be considered in addition to, rather than as a substitute for, comparable GAAP financial measures. We calculate total net debt by subtracting total cash, cash equivalents, and restricted cash from notes payable to present the amount of assets needed to satisfy the debt. We use the debt-to-capital and net debt-to-capital ratios as indicators of our overall leverage and believe they are useful financial measures in understanding the leverage employed in our operations. We believe that these measures provide investors relevant and useful information for evaluating the comparability of financial information presented and comparing our profitability and liquidity to other companies in the homebuilding industry. Although other companies in the homebuilding industry report similar information, the methods used may differ. We urge investors to understand the methods used by other companies in the homebuilding industry to calculate these measures and any adjustments thereto before comparing our measures to those of such other companies. The following table sets forth a reconciliation of the debt-to-capital ratios ($000's omitted):
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13 minutes ago
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Henry Schein to Webcast Second Quarter 2025 Conference Call on Tuesday, August 5, 2025, at 8:00 a.m. ET
MELVILLE, N.Y.--(BUSINESS WIRE)--Henry Schein, Inc. (Nasdaq: HSIC), the world's largest provider of health care solutions to office-based dental and medical practitioners, announced today that it will release its second quarter 2025 financial results before the stock market opens on Tuesday, August 5, 2025, and will provide a live webcast of its earnings conference call on the same day beginning at 8:00 a.m. Eastern time. Speakers on the call will include Stanley M. Bergman, Chairman of the Board and Chief Executive Officer of Henry Schein, and Ronald N. South, Senior Vice President and Chief Financial Officer. Henry Schein, Inc. will release its second quarter 2025 financial results before the stock market opens on Tuesday, August 5, 2025, and will provide a live webcast of its earnings conference call on the same day beginning at 8:00 a.m. Eastern time. Share Investors can access the call by visiting A replay will be available on the Henry Schein website following the presentation. About Henry Schein, Inc. Henry Schein, Inc. (Nasdaq: HSIC) is a solutions company for health care professionals powered by a network of people and technology. With approximately 25,000 Team Schein Members worldwide, the Company's network of trusted advisors provides more than 1 million customers globally with more than 300 valued solutions that help improve operational success and clinical outcomes. Our Business, Clinical, Technology, and Supply Chain solutions help office-based dental and medical practitioners work more efficiently so they can provide quality care more effectively. These solutions also support dental laboratories, government and institutional health care clinics, as well as other alternate care sites. Henry Schein operates through a centralized and automated distribution network, with a selection of more than 300,000 branded products and Henry Schein corporate brand products in our distribution centers. A FORTUNE 500 Company and a member of the S&P 500® index, Henry Schein is headquartered in Melville, N.Y., and has operations or affiliates in 33 countries and territories. The Company's sales reached $12.7 billion in 2024 and have grown at a compound annual rate of approximately 11.2 percent since Henry Schein became a public company in 1995.
