Latest news with #Q12025
Yahoo
14 hours ago
- Business
- Yahoo
Informa TechTarget to Announce 2025 First Quarter Financial Results on July 1, 2025
Live Conference Call and Webcast Scheduled to Begin at 5:00 p.m. ET on July 1, 2025 NEWTON, Mass., June 27, 2025--(BUSINESS WIRE)--TechTarget, Inc. (Nasdaq: TTGT) ("Informa TechTarget" or the "Company"), a leading growth accelerator for the B2B Technology sector, today announced that it plans to release its Q1 2025 financial results for the three months ended March 31, 2025 after the market closes on Tuesday, July 1, 2025. The Company's Chief Executive Officer, Gary Nugent, and Chief Financial Officer, Dan Noreck, will host a live conference call and webcast at 5:00 p.m. Eastern Time on that day to discuss the Company's financial results and outlook. The Q1 2025 financial results will be available prior to the conference call and webcast on the investor relations section of the Company's website at Conference Call Dial-In Information: United States (Toll Free): 1-833-470-1428 United States: 1-404-975-4839 United Kingdom (Toll Free): +44 808 189 6484 United Kingdom: +44 20 8068 2558 Global Dial-in Numbers Access code: 557186 Please access the call at least 10 minutes prior to the time the conference is set to begin. Please ask to be joined into the Informa TechTarget call. Conference Call Webcast Information: This webcast can be accessed via Informa TechTarget's website at Conference Call Replay Information: A replay of the conference call will be available via telephone beginning one (1) hour after the conference call through July 31, 2025 at 11:59 p.m. ET. To hear the replay: United States (Toll Free): 1-866-813-9403 United States: 1-929-458-6194 Access Code: 670569 A web version will also be available for replay during the same period on Informa TechTarget's website at About Informa TechTarget TechTarget, Inc. (Nasdaq: TTGT), which also refers to itself as Informa TechTarget, informs, influences and connects the world's technology buyers and sellers, helping accelerate growth from R&D to ROI. With a vast reach of over 220 highly targeted technology-specific websites and over 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. Underpinned by those audiences and their data, we offer expert-led, data-driven, and digitally enabled services that have the potential to deliver significant impact and measurable outcomes to our clients: Trusted information that shapes the industry and informs investment Intelligence and advice that guides and influences strategy Advertising that grows reputation and establishes thought leadership Custom content that engages and prompts action Intent and demand generation that more precisely targets and converts Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit and follow us on LinkedIn. © 2025 TechTarget, Inc. All rights reserved. All trademarks are the property of their respective owners. View source version on Contacts Investor Inquiries Daniel NoreckMitesh KotechaInforma TechTarget617-431-9200investor@ Media Inquiries Garrett MannCorporate CommunicationsInforma Sign in to access your portfolio
Yahoo
a day ago
- Business
- Yahoo
Capital One Financial Corporation (COF): A Bull Case Theory
We came across a bullish thesis on Capital One Financial Corporation on Pacific Northwest Edge's Substack by David. In this article, we will summarize the bull's thesis on COF. Capital One Financial Corporation's share was trading at $206.36 as of June 24th. COF's trailing and forward P/E ratios were 17.34 and 13.48, respectively, according to Yahoo Finance. A technician inserting a credit card into a point-of-sale machine for identity authentication. Capital One's acquisition of Discover Financial Services marks a transformative moment in the credit card and payments landscape, positioning the company as a direct rival to American Express in a way never seen before. While Capital One was already a dominant issuer in the credit card space—earning 86% of its Q1 2025 profits from credit cards—the acquisition grants it ownership of a full payment network for the first time. This vertically integrated model mirrors that of American Express, which has long benefited from higher interchange fees due to its dual role as both network and issuer. Discover, although more broadly accepted than AmEx, lacked premium appeal. Capital One now controls both models and is positioned to scale aggressively. This move gives Capital One an economic moat that's nearly impossible to replicate due to the complexity of establishing a reliable and widely accepted payments network. CEO Richard Fairbanks emphasized their strategy to grow the Discover network globally, slowly increasing international acceptance before ramping up brand investment. With the infrastructure in place, Capital One can now issue co-branded rewards cards, shift more volume onto its own network, and potentially serve as a network provider for other institutions. Despite issuing new stock to fund the acquisition, Capital One's strong history of buybacks and high free cash flow remains intact. The moat created by owning a network, combined with network effects and switching costs, significantly enhances Capital One's competitive position. In short, this acquisition elevates Capital One from a narrow-moat issuer to a formidable, wide-moat competitor with room to take share and grow earnings. Previously, we covered a on Capital One Financial Corporation by Stock Analysis Compilation in December 2024, which highlighted the long-term earnings upside from cost synergies via Discover's network. The company's stock price has appreciated by approximately 17% since our coverage. This is because the thesis began to play out. The thesis still stands as integration remains underway. David shares a similar view but emphasizes Capital One's emerging network moat and global ambitions. Capital One Financial Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 93 hedge fund portfolios held COF at the end of the first quarter, which was 89 in the previous quarter. While we acknowledge the risk and potential of COF as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. 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
Yahoo
2 days ago
- Business
- Yahoo
American Outdoor Brands (NASDAQ:AOUT) Surprises With Strong Q1, Stock Jumps 13.6%
Recreational products manufacturer American Outdoor Brands (NASDAQ:AOUT) announced better-than-expected revenue in Q1 CY2025, with sales up 33.8% year on year to $61.94 million. Its non-GAAP profit of $0.13 per share was significantly above analysts' consensus estimates. Is now the time to buy American Outdoor Brands? Find out in our full research report. "A portion of our anticipated fiscal 2026 demand was accelerated by retailers who acted to secure inventory of our most popular products – and our new products – including the ClayCopter™ and the BUBBA SFS Lite™. In many cases, those decisions were not only a reflection of excitement around our innovation pipeline, but also a prudent step by our partners to get ahead of a dynamic tariff environment and broader consumer uncertainty." Revenue: $61.94 million vs analyst estimates of $48.46 million (33.8% year-on-year growth, 27.8% beat) Adjusted EPS: $0.13 vs analyst estimates of -$0.11 (significant beat) Adjusted EBITDA: $3.46 million vs analyst estimates of $621,000 (5.6% margin, significant beat) Operating Margin: -1.5%, up from -11.9% in the same quarter last year Free Cash Flow Margin: 11.7%, down from 30.6% in the same quarter last year Market Capitalization: $139.2 million Spun off from Smith and Wesson in 2020, American Outdoor Brands (NASDAQ:AOUT) is an outdoor and recreational products company that offers outdoor and shooting sports products but does not sell firearms themselves. A company's long-term performance is an indicator of its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Regrettably, American Outdoor Brands's sales grew at a sluggish 5.8% compounded annual growth rate over the last five years. This was below our standard for the consumer discretionary sector and is a tough starting point for our analysis. Long-term growth is the most important, but within consumer discretionary, product cycles are short and revenue can be hit-driven due to rapidly changing trends and consumer preferences. American Outdoor Brands's annualized revenue growth of 7.8% over the last two years is above its five-year trend, but we were still disappointed by the results. This quarter, American Outdoor Brands reported wonderful year-on-year revenue growth of 33.8%, and its $61.94 million of revenue exceeded Wall Street's estimates by 27.8%. Looking ahead, sell-side analysts expect revenue to remain flat over the next 12 months, a deceleration versus the last two years. This projection doesn't excite us and indicates its products and services will see some demand headwinds. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Operating margin is an important measure of profitability as it shows the portion of revenue left after accounting for all core expenses – everything from the cost of goods sold to advertising and wages. It's also useful for comparing profitability across companies with different levels of debt and tax rates because it excludes interest and taxes. American Outdoor Brands's operating margin has been trending up over the last 12 months, but it still averaged negative 3% over the last two years. This is due to its large expense base and inefficient cost structure. American Outdoor Brands's operating margin was negative 1.5% this quarter. The company's consistent lack of profits raise a flag. We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company's growth is profitable. American Outdoor Brands's full-year EPS dropped 135%, or 23.9% annually, over the last four years. We tend to steer our readers away from companies with falling revenue and EPS, where diminishing earnings could imply changing secular trends and preferences. Consumer Discretionary companies are particularly exposed to this, and if the tide turns unexpectedly, American Outdoor Brands's low margin of safety could leave its stock price susceptible to large downswings. In Q1, American Outdoor Brands reported EPS at $0.13, up from $0 in the same quarter last year. This print easily cleared analysts' estimates, and shareholders should be content with the results. Over the next 12 months, Wall Street expects American Outdoor Brands's full-year EPS of $0.77 to shrink by 24%. We were impressed by how significantly American Outdoor Brands blew past analysts' EPS expectations this quarter. We were also excited its EBITDA outperformed Wall Street's estimates by a wide margin. Management said that "A portion of our anticipated fiscal 2026 demand was accelerated by retailers who acted to secure inventory of our most popular products – and our new products – including the ClayCopter™ and the BUBBA SFS Lite™. In many cases, those decisions were not only a reflection of excitement around our innovation pipeline, but also a prudent step by our partners to get ahead of a dynamic tariff environment and broader consumer uncertainty." Zooming out, we think this quarter featured some important positives. The stock traded up 13.2% to $13.65 immediately following the results. American Outdoor Brands put up rock-solid earnings, but one quarter doesn't necessarily make the stock a buy. Let's see if this is a good investment. We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
Yahoo
2 days ago
- Business
- Yahoo
UBS Raised the PT on AT&T (T), Keeps a Buy Rating
AT&T Inc. (NYSE:T) is one of the 10 Best and Cheap Stocks to Buy Now. On June 18, UBS raised the price target on AT&T Inc. (NYSE:T) from $30 to $31 while maintaining a Buy rating on the stock. The increased price rating is based on the improved confidence in the company's prospects and its strategic position in the competitive wireless market condition. AT&T Inc. (NYSE:T) released its Q1 2025 results on April 23. The company grew its revenue to $30.6 billion, reflecting a 2% year-over-year increase. The growth was driven by higher Mobility and Consumer Wireless revenue. In addition, the company added 324,000 postpaid customers with a churn rate of 0.83%. Looking ahead, management sees the Mobility Services revenue growing between the range of 2% to 3% for the full year. UBS notes that in Q2, wireless competition remained intense as carriers continued offering trade-in deals and switching promotions for most of the quarter. UBS believes the competitive environment is anticipated to result in higher gross additions and better subscriber churn rate. While we acknowledge the potential of T 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. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
2 days ago
- Business
- Yahoo
Embecta Corp. (EMBC) Lowered FY25 Guidance Amid Foreign Exchange Challenges
River Road Asset Management, an investment management company, released its 'River Road Small Cap Value Fund' Q1 2025 investor letter. A copy of the letter can be downloaded here. In the first quarter, AMG River Road Small Cap Value Fund (Class N) returned -3.94% compared to -7.74% returns for the Russell 2000 Value Index. The fund returned 1.30% for the one year ended March 31, 2025, compared to the index return of -3.12%. Stocks declined in the first quarter due to diminishing growth expectations and uncertainty surrounding trade policies, which crumbled the post-election increase in business, consumer, and investor confidence. The remaining gains were subsequently erased following 'Liberation Day.' For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, River Road Small Cap Value Fund highlighted stocks such as Embecta Corp. (NASDAQ:EMBC). Embecta Corp. (NASDAQ:EMBC) is a medical device company that focuses on the treatment of diabetes. The one-month return of Embecta Corp. (NASDAQ:EMBC) was -5.02%, and its shares lost 20.30% of their value over the last 52 weeks. On June 25, 2025, Embecta Corp. (NASDAQ:EMBC) stock closed at $9.93 per share, with a market capitalization of $580.334 million. River Road Small Cap Value Fund stated the following regarding Embecta Corp. (NASDAQ:EMBC) in its Q1 2025 investor letter: "The holding with the lowest contribution to active return in the portfolio during Q1 was Embecta Corp. (NASDAQ:EMBC), the world's #1 global provider of pen needles and syringes for insulin injections with more than eight billion units sold annually. EMBC reported better-than expected F1Q25 results but lowered FY25 revenue guidance due to foreign exchange headwinds following the recent appreciation of the U.S. Dollar." An assembly line of medical devices being packed for distribution. Embecta Corp. (NASDAQ:EMBC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held Embecta Corp. (NASDAQ:EMBC) at the end of the first quarter, which was 21 in the previous quarter. In the fiscal second quarter of 2025, Embecta Corp. (NASDAQ:EMBC) generated $259 million in revenue, reflecting a 9.8% decline year-over-year on a reported basis. While we acknowledge the potential of Embecta Corp. (NASDAQ:EMBC) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of PGNY 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. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. 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
