Latest news with #EarningsReport
Yahoo
20 hours ago
- Business
- Yahoo
Earnings To Watch: CSX (CSX) Reports Q2 Results Tomorrow
Freight rail services provider CSX (NASDAQ:CSX) will be reporting results this Wednesday after market close. Here's what to expect. CSX missed analysts' revenue expectations by 1.1% last quarter, reporting revenues of $3.42 billion, down 7% year on year. It was a softer quarter for the company, with a significant miss of analysts' EPS estimates and a miss of analysts' adjusted operating income estimates. Is CSX a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting CSX's revenue to decline 3.5% year on year to $3.57 billion, a deceleration from its flat revenue in the same quarter last year. Heading into earnings, analysts covering the company have grown increasingly bearish with revenue estimates seeing 14 downward revisions over the last 30 days (we track 17 analysts). CSX has missed Wall Street's revenue estimates five times over the last two years. Looking at CSX's peers in the transportation and logistics segment, only FedEx has reported results so far. It beat analysts' revenue estimates by 1.9% and delivered flat year-on-year revenue. The stock was down 3.2% on the results. Read our full analysis of FedEx's earnings results here. There has been positive sentiment among investors in the transportation and logistics segment, with share prices up 5.9% on average over the last month. CSX is up 11.1% during the same time. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Medpace (MEDP) Q2 Earnings Report Preview: What To Look For
Clinical research company Medpace Holdings (NASDAQ:MEDP) will be reporting results this Monday after market hours. Here's what to expect. Medpace beat analysts' revenue expectations by 6% last quarter, reporting revenues of $558.6 million, up 9.3% year on year. It was an exceptional quarter for the company, with an impressive beat of analysts' organic revenue estimates and an impressive beat of analysts' EPS estimates. Is Medpace a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Medpace's revenue to grow 2.6% year on year to $542 million, slowing from the 14.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $3.00 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Medpace has missed Wall Street's revenue estimates five times over the last two years. With Medpace being the first among its peers to report earnings this season, we don't have anywhere else to look to get a hint at how this quarter will unravel for life sciences tools & services stocks. However, the whole sector has been hit hard over the last month as stocks in Medpace's peer group are down 2.5% on average. Medpace's stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $301.61 (compared to the current share price of $311.86). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Medpace (MEDP) Q2 Earnings Report Preview: What To Look For
Clinical research company Medpace Holdings (NASDAQ:MEDP) will be reporting results this Monday after market hours. Here's what to expect. Medpace beat analysts' revenue expectations by 6% last quarter, reporting revenues of $558.6 million, up 9.3% year on year. It was an exceptional quarter for the company, with an impressive beat of analysts' organic revenue estimates and an impressive beat of analysts' EPS estimates. Is Medpace a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Medpace's revenue to grow 2.6% year on year to $542 million, slowing from the 14.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $3.00 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Medpace has missed Wall Street's revenue estimates five times over the last two years. With Medpace being the first among its peers to report earnings this season, we don't have anywhere else to look to get a hint at how this quarter will unravel for life sciences tools & services stocks. However, the whole sector has been hit hard over the last month as stocks in Medpace's peer group are down 2.5% on average. Medpace's stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $301.61 (compared to the current share price of $311.86). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
3 days ago
- Business
- Yahoo
Buy Microsoft Stock Now, or Wait for a Pullback?
Key Points Revenue growth accelerated in the company's most recently reported quarter. Microsoft is scheduled to report its fiscal fourth-quarter earnings later this month. The company pays a dividend, which should grow on an annual basis for the foreseeable future. 10 stocks we like better than Microsoft › Ahead of Microsoft's (NASDAQ: MSFT) quarterly earnings release on July 30, many investors are likely looking closely at their shares of the software giant. After all, the stock has seen an incredible run recently. Shares are up 42% from April 21 to July 17. Not only has the stock benefited from a sharp V-shaped recovery following a tariff-related sell-off that impacted much of the market, but it has also risen to a new all-time high. The problem? The valuation is now questionably rich. To the company's credit, it's seeing impressive business momentum. Revenue and profit are both rising at double-digit rates, and the company appears well positioned to benefit from tailwinds in artificial intelligence (AI) -- both in terms of increased demand for its AI-related services and cost efficiencies as AI boosts employee productivity. But the big question is whether the stock has risen too far, too fast. Clearly, the company has great momentum. But has a sky-high valuation already priced in the bull case for this stock? Accelerating growth Microsoft's fiscal third-quarter results from late April (its most recently reported quarter) capture how well the company is doing -- and why investors are bidding shares higher. Revenue rose 13% year over year -- an acceleration from 12% growth in fiscal Q2. Notably, when adjusting for foreign exchange, fiscal third-quarter revenue actually rose 15% year over year. Additionally, operating income grew even faster, rising 16%, or 19% in constant currency. "Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth," said Microsoft CEO Satya Nadella in the company's fiscal third-quarter earnings release. "From AI infra and platforms to apps, we are innovating across the stack to deliver for our customers." Driving the quarter's results was a 21% year-over-year increase in revenue from the company's intelligent cloud segment. Included in this segment is the company's cloud-computing business, Azure. The cloud-powering infrastructure systems and software segment contributed 33% year-over-year revenue growth. But slower-growing segments still did well. For instance, Microsoft's revenue from its productivity and business processes segment rose 10% year over year, helped by growing Microsoft 365 subscriptions. High expectations Such broad-based strength, driven by lucrative software and services, makes a compelling case for the company's long-term growth potential. But with shares now trading at a price-to-earnings multiple of nearly 40, is the valuation simply too high? Given the stock's recent run-up, investors shouldn't get too excited. On the one hand, Microsoft's balanced business clearly deserves a high valuation multiple. After all, the company has a healthy balance sheet, a strong suite of products, and is seeing double-digit top- and bottom-line growth. However, a price-to-earnings ratio of 40 seems to price in plenty of optimism. Altogether, I'd lean more toward calling the stock a hold instead of a buy at the stock's current price. One reason I'm comfortable with this view, despite the stock's high valuation, is that the company takes some risk off the table every quarter by paying investors a quarterly dividend. Microsoft is a great dividend stock. Though its dividend yield is just 0.7%, there's plenty of room for this dividend payment to grow over time. This is evident by the fact that the company is paying out less than 25% of its earnings in dividends. Additionally, if history is any indication of the future, more dividend increases are likely. The company has increased its dividend every year for 23 years straight. Also helping the bull case is Microsoft's share repurchase program. With plenty of excess cash, the company is aggressively buying back its stock. Combining its dividends and repurchases, the company spent $9.7 billion returning capital to shareholders in fiscal Q3, up 15% year over year. Overall, Microsoft shares may not be a great buy at their current price. On the other hand, the company is giving shareholders plenty of reasons to hold onto their shares. But given the stock's premium valuation, shareholders should expect a bumpy ride. Should you invest $1,000 in Microsoft right now? Before you buy stock in Microsoft, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Microsoft 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% 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 15, 2025 Daniel Sparks and his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Buy Microsoft Stock Now, or Wait for a Pullback? was originally published by The Motley Fool
Globe and Mail
3 days ago
- Business
- Globe and Mail
Buy Microsoft Stock Now, or Wait for a Pullback?
Key Points Revenue growth accelerated in the company's most recently reported quarter. Microsoft is scheduled to report its fiscal fourth-quarter earnings later this month. The company pays a dividend, which should grow on an annual basis for the foreseeable future. 10 stocks we like better than Microsoft › Ahead of Microsoft 's (NASDAQ: MSFT) quarterly earnings release on July 30, many investors are likely looking closely at their shares of the software giant. After all, the stock has seen an incredible run recently. Shares are up 42% from April 21 to July 17. Not only has the stock benefited from a sharp V-shaped recovery following a tariff-related sell-off that impacted much of the market, but it has also risen to a new all-time high. The problem? The valuation is now questionably rich. To the company's credit, it's seeing impressive business momentum. Revenue and profit are both rising at double-digit rates, and the company appears well positioned to benefit from tailwinds in artificial intelligence (AI) -- both in terms of increased demand for its AI-related services and cost efficiencies as AI boosts employee productivity. But the big question is whether the stock has risen too far, too fast. Clearly, the company has great momentum. But has a sky-high valuation already priced in the bull case for this stock? Accelerating growth Microsoft's fiscal third-quarter results from late April (its most recently reported quarter) capture how well the company is doing -- and why investors are bidding shares higher. Revenue rose 13% year over year -- an acceleration from 12% growth in fiscal Q2. Notably, when adjusting for foreign exchange, fiscal third-quarter revenue actually rose 15% year over year. Additionally, operating income grew even faster, rising 16%, or 19% in constant currency. "Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth," said Microsoft CEO Satya Nadella in the company's fiscal third-quarter earnings release. "From AI infra and platforms to apps, we are innovating across the stack to deliver for our customers." Driving the quarter's results was a 21% year-over-year increase in revenue from the company's intelligent cloud segment. Included in this segment is the company's cloud-computing business, Azure. The cloud-powering infrastructure systems and software segment contributed 33% year-over-year revenue growth. But slower-growing segments still did well. For instance, Microsoft's revenue from its productivity and business processes segment rose 10% year over year, helped by growing Microsoft 365 subscriptions. High expectations Such broad-based strength, driven by lucrative software and services, makes a compelling case for the company's long-term growth potential. But with shares now trading at a price-to-earnings multiple of nearly 40, is the valuation simply too high? Given the stock's recent run-up, investors shouldn't get too excited. On the one hand, Microsoft's balanced business clearly deserves a high valuation multiple. After all, the company has a healthy balance sheet, a strong suite of products, and is seeing double-digit top- and bottom-line growth. However, a price-to-earnings ratio of 40 seems to price in plenty of optimism. Altogether, I'd lean more toward calling the stock a hold instead of a buy at the stock's current price. One reason I'm comfortable with this view, despite the stock's high valuation, is that the company takes some risk off the table every quarter by paying investors a quarterly dividend. Microsoft is a great dividend stock. Though its dividend yield is just 0.7%, there's plenty of room for this dividend payment to grow over time. This is evident by the fact that the company is paying out less than 25% of its earnings in dividends. Additionally, if history is any indication of the future, more dividend increases are likely. The company has increased its dividend every year for 23 years straight. Also helping the bull case is Microsoft's share repurchase program. With plenty of excess cash, the company is aggressively buying back its stock. Combining its dividends and repurchases, the company spent $9.7 billion returning capital to shareholders in fiscal Q3, up 15% year over year. Overall, Microsoft shares may not be a great buy at their current price. On the other hand, the company is giving shareholders plenty of reasons to hold onto their shares. But given the stock's premium valuation, shareholders should expect a bumpy ride. Should you invest $1,000 in Microsoft right now? Before you buy stock in Microsoft, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft 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 $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% 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 15, 2025
