Hamptons Lowers Outlook on UK Rental Growth as Home Demand Cools
The broker lowered its prediction for 2025 rental growth to 1% from the earlier 4.5%, and trimmed expectations for the following two years. The downgrades have been driven by the transfer of demand from the rental sector to the sales market as mortgage rates have fallen, as well as a weakness in the labor market, Hamptons said.
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Why Allegion Stock Soared on Thursday
Key Points Allegion beat on both the top and bottom lines for the period. Its also raised its full-year guidance for 2025. 10 stocks we like better than Allegion › Security products specialist Allegion (NYSE: ALLE) was popular with investors on Thursday, following its release of an encouraging quarterly earnings report. The document pleased investors, as they bid the company's stock up by more than 6% on the day. This compared rather favorably to the benchmark S&P 500 (SNPINDEX: ^GSPC), which essentially flatlined across the trading session. Encouraging growth in key fundamentals Well before Thursday's market open, Ireland-based Allegion unveiled its second-quarter results. These showed that the company managed to boost revenue by nearly 6% year over year to slightly over $1.02 billion. On an organic basis -- i.e., excluding the impact of divestitures and acquisitions, plus foreign currency movements -- the top line also increased, by a little over 3%. Meanwhile, non-GAAP (generally accepted accounting principles) adjusted net income also saw improvement, rising by 4% to nearly $177 million, or $2.04 per share. That meant a double beat for Allegion, as analysts tracking the company were collectively estimating it would post $1 billion in revenue, and a per-share adjusted net earnings figure of $1.99. In its earnings release, Allegion flagged the North American nonresidential market as a particular growth driver. It said this business rose at a high-single-digit percentage rate, while price adjustments were a crucial factor in a 50-basis-point improvement in adjusted operating margin (to a shade under 30%). Guidance gets a boost Compounding the good news about the rising fundamentals, Allegion raised its guidance for both revenue and profitability for full-year 2025. It now believes its top line will increase by 6.5% to 7.5% compared to 2024, while adjusted earnings per share should land at $8.00 to $8.15. The average analyst projection for the latter number is only $7.85. Should you buy stock in Allegion right now? Before you buy stock in Allegion, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Allegion wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $634,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,046,799!* Now, it's worth noting Stock Advisor's total average return is 1,037% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Allegion Stock Soared on Thursday was originally published by The Motley Fool
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As latest meme-stock drama unfolds, there's one thing that is different this time around
Meme-stock mania might be back, but old heads may have noticed that the moves this time around are lacking a certain explosiveness. To be sure, stocks like Opendoor Technologies Inc. OPEN, Kohl's Corp. KSS, GoPro Inc. GPRO and Krispy Kreme Inc. DNUT have still tallied huge moves. But the action has lacked a certain squeeze-y quality that was evident when GameStop Corp. GME took off in January 2021. During that month, shares of the struggling videogame retailer climbed more than 2,400% at their peak. America's 63 million family caregivers are mostly unpaid, stressed and begging for help Wall Street braces for deluge of Treasury bills, a crucial test of market demand My ex-husband's benefit will be $2,600 at retirement age, and mine is $2,200. Can I claim on his record instead? Homeowners in these states are the winners if Trump ends capital-gains taxes for home sellers As it turns out, there might be a fairly straightforward explanation for this. Garrett DeSimone, head of quantitative research at OptionMetrics, pointed out in commentary shared with MarketWatch on Thursday that the cost to borrow shares of Kohl's and Rocket Cos. Inc. RKT, another participant in the latest meme-stock drama, hasn't risen nearly as much as what investors witnessed with GameStop during its initial meme-inspired run. 'Market makers appear well positioned to provide liquidity in the latest rallies of Kohl's and Rocket, as reflected by implied lending rates. After the initial hype, borrowing costs have snapped back to moderate levels around 10% annualized,' DeSimone wrote in emailed commentary shared with MarketWatch. 'This stands in stark contrast to GameStop's January 2021 run, when lending costs soared to nearly 80% annualized, making the stock virtually impossible to borrow,' he added. What does that mean, exactly? 'Overall, this suggests that the potential for an extreme short squeeze is likely limited,' DeSimone said. The implied lending rate reflects the cost of shorting, derived from options prices and expressed on an annualized basis. For example, a 10% implied lending rate means that it would cost 10% of the stock's value a year to maintain a short position, DeSimone noted. Implied lending rates can also indicate the potential strength of a short squeeze, as high borrowing costs make it prohibitively expensive for an investor who has sold a stock short to maintain the position. One reason this has changed between 2021 and now, according to DeSimone, is that market makers have adjusted their pricing, removing some of the barriers to short selling that investors experienced last time around. However, this hasn't done much to dissuade investors — particularly those congregating on platforms like Reddit's RDDT WallStreetBets — from betting on stocks that have high short interest. As Bespoke Investment Group pointed out in a report shared with MarketWatch on Thursday, heavily shorted shares have dramatically outperformed the broader market since the S&P 500 SPX hit its 52-week closing low on April 8. 'His income is limited': Should I pay $800 a month towards my husband's $67,000 student debt? As latest meme-stock drama unfolds, there's one thing that is different this time around 'If I was writing the checks at Coke, I wouldn't write the check for this,' one expert says about cane-sugar Coke
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an hour ago
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Top Research Reports for NVIDIA, Netflix & Goldman Sachs
Friday, July 25, 2025 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp. (NVDA), Netflix, Inc. (NFLX), and The Goldman Sachs Group, Inc. (GS), as well as a micro-cap stock, AMREP Corp. (AXR). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today. You can see all of today's research reports here >>> Ahead of Wall Street The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning. You can read today's AWS here >>> Pre-Markets Moderate in the Green for Another Up-Week NVIDIA's shares have outperformed the Zacks Semiconductor - General industry over the past year (+54.7% vs. +45.3%). NVIDIA is benefiting from the strong growth of artificial intelligence (AI) and high-performance, accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA's Hopper and Blackwell architectures is aiding data center revenues. However, a limited supply of Blackwell GPUs could hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins. (You can read the full research report on NVIDIA here >>>) Shares of Netflix have outperformed the Zacks Broadcast Radio and Television industry over the past year (+87.0% vs. +66.6%). Netflix delivered strong second-quarter results with earnings of $7.19 per share (beating estimates by 1.7%) and revenue of $11.07 billion (up 16% YoY). The quarter was highlighted by Squid Game S3 becoming the company's sixth biggest season ever with 122M views. Operating income surged 45% to $3.8 billion with margins expanding to 34% from 27% last year, driven by price increases and low churn rates. Netflix raised its full-year 2025 revenue guidance to $44.8-$45.2 billion and increased operating margin targets to 29.5%. (You can read the full research report on Netflix here >>>) Goldman Sachs' shares have outperformed the Zacks Financial - Investment Bank industry over the past year (+44.1% vs. +39.8%). 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If you want an email notification each time Sheraz publishes a new article, please click here>>> Today's Must Read NVIDIA (NVDA) Rides on Strong Adoption of GPUs, Partnerships Netflix (NFLX) Rides on Subscriber Growth, Original Content Strength in IB Business Aids Goldman (GS) Amid Cost Woes Featured Reports Key Drugs Aid AstraZeneca (AZN) Sales, Pipeline StrongAstraZeneca's key drugs like Lynparza, Tagrisso, Imfinzi and Farxiga should continue to drive sales. Per the Zacks analyst, its pipeline is strong, with pivotal data readouts lined up. HIV Franchise Fuel Gilead (GILD) Amid Oncology ChallengesPer the Zacks analyst, Gilead's strong momentum in HIV franchise and Liver disease franchise drive growth for the company. However, the Cell therapy franchise is facing challenges. Strategic Investments, Acquisitions Aid California Water (CWT)Per the Zacks analyst, California Water's infrastructure investments should help it provide reliable services. It gains from the expansion of operations through acquisitions and organic activities. Kirby (KEX) Benefits From Share Buyback Amid Rising ExpensesPer the Zacks analyst, rewarding shareholders through share buybacks boosts investor confidence and positively impacts Kirby's bottom line. Rising expenses continue to act as a concern. Subscriber Strength Aids America Movil (AMX) Amid Tariff WoesPer the Zacks analyst, increasing user count and widespread revenue growth across all business units and regions are driving America Movil's performance. U.S.-imposed tariff uncertainty concerns. Casey's (CASY) Grocery & General Merchandise Unit to Fuel Sales Per the Zacks analyst, expanded assortment of Grocery & General Merchandise category are likely to fuel Casey's sales. The segment recorded same-store sales growth of 1.8% in the fourth-quarter. Walgreens (WBA) Gains on U.S. Retail Growth, New LaunchesThe Zacks analyst is upbeat on Walgreens' U.S Retail Pharmacy's turnaround, driven by new strategic merchandising initiatives and omni-channel expansion. Recent product launches also seem strategic. New Upgrades EchoPark Segment Strength Aids Sonic Automotive (SAH)EchoPark posted record Q2 income, emerging as Sonic's key growth driver. The Zacks analyst sees its data-driven inventory strategy and refined business model powering continued momentum ahead. Tenet (THC) to Gain From USPI Strength & Strategic DivestmentsPer the Zacks analyst, the rising surgical cases in the USPI business will drive Tenet Healthcare's performance, while divestments will help allocate capital to higher-return investments. Solid User Growth & Premium Content Demand Aids Snap (SNAP)Per the Zacks analyst, Snap benefits from an improving user growth driven by strong adoption of Augmented Reality (AR) Lenses and demand for premium content including Shows. New Downgrades Core Lab's (CLB) Revenue Hurt by Ongoing Sanction & TariffsThe Zacks analyst believes that despite partial recovery in assay services in Q2, uncertainty still looms over Core's revenue due to ongoing geopolitical conflicts and sanctions & tariffs. Weyerhaeuser (WY) is Hurting From Macro Risks & High CostsPer the Zacks analyst, Weyerhaeuser's prospects are hurting from the ongoing global market uncertainties and elevated cost and expense structure. A pause on China export concerns its sales volume. High Costs & Macro Woes Ail BJ's Restaurants (BJRI) ProspectsPer the Zacks analyst, BJ's Restaurants operations are likely to be affected by food inflation and potential tariff-related margin pressures. Also, an uncertain macro environment pose concerns. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Goldman Sachs Group, Inc. (GS) : Free Stock Analysis Report AstraZeneca PLC (AZN) : Free Stock Analysis Report Netflix, Inc. (NFLX) : Free Stock Analysis Report Gilead Sciences, Inc. (GILD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Snap Inc. (SNAP) : Free Stock Analysis Report AMREP Corporation (AXR): Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
