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Smartkarma Newswire

Match Group (MTCH) Earnings: Q3 Revenue Forecast Surpasses Estimates, Highlights Strong Outlook

By | Earnings Alerts
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  • Match Group’s third-quarter revenue forecast is projected to be between $910 million to $920 million, surpassing estimates of $889.8 million.
  • Adjusted operating income for the third quarter is expected to reach $330 million to $335 million, slightly below an estimate of $336.1 million.
  • The company’s adjusted operating margin is forecasted to be 36%, compared to an estimated 37.76%.
  • Free cash flow for the year is anticipated to be between $1.06 billion to $1.09 billion, exceeding earlier estimates ranging from $950.2 million.
  • Capital expenditure for the year is forecasted to be $55 million to $65 million, up from initial estimates of $52.4 million.
  • Second quarter results show adjusted operating income at $289.9 million, slightly below an estimate of $299.7 million.
  • The adjusted operating margin in the second quarter was 34%, slightly down from an estimate of 35.03%.
  • Second quarter revenue was $863.7 million, exceeding the estimate of $853.9 million.
  • Tinder’s direct revenue for the second quarter was $461.2 million, with a slight decline of 3.9% year-over-year, yet above the estimate of $453.8 million.
  • Hinge reported direct revenue of $167.5 million, surpassing the estimate of $165.8 million.
  • Match Group’s total payers count was 14.1 million, slightly below the estimate of 14.18 million.
  • The average revenue per payer came in at $20, ahead of the estimated $19.67.
  • Tinder’s revenue per payer was $17.14, surpassing the estimated $16.85, while Hinge’s was $31.96, exceeding the estimate of $31.08.
  • The company emphasized their goal to achieve a 36.5% adjusted operating income margin for the full year, excluding restructuring costs and a legal settlement charge, equating to roughly 35.4% on a reported basis.
  • Match Group plans to reinvest approximately $50 million in the second half of 2025 for product testing and geographic expansion.
  • The company foresees an improvement in SBC expenses to $260 to $270 million due to restructuring and headcount management.
  • Alternative payment options are being tested across brands, including Tinder and Hinge, potentially providing margin upside or funding growth initiatives.

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Match Group on Smartkarma

Analyst coverage of Match Group on Smartkarma reveals insights from Baptista Research. In one report titled “Match Group Doubles Down on Gen-Z With Bold Tinder Turnaround & Velocity Push; But Will It Work?” by Baptista Research, the focus is on Match Group’s strategic shifts highlighted in a recent financial results call. Led by new CEO Spencer Rascoff, the company aims to foster meaningful connections and unify its organizational structure for innovation. By consolidating brand units, Match Group leverages its scale and brand portfolio for future growth.

Another report from Baptista Research, “Match Group: Will the AI Integration Provide A Much-Needed Boost Its Share In The Growing Online Dating Market?“, delves into Match Group’s Fourth Quarter 2024 Earnings. Despite a 3% revenue increase to $3.5 billion in 2024, the company met its Adjusted Operating Income margin target of 36%, signaling effective cost management. With a bullish sentiment, analysts are optimistic about Match Group’s strategic directions and potential for growth in the online dating market.


A look at Match Group Smart Scores

FactorScoreMagnitude
Value0
Dividend3
Growth4
Resilience5
Momentum4
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Match Group, Inc. is positioned for a promising long-term future according to the Smartkarma Smart Scores. With a solid rating in growth and resilience, the company is set to capitalize on expanding its market presence and weathering potential economic challenges. Its momentum score also indicates a positive trend in the company’s performance, suggesting continued upward movement. Although the company does not score as well in terms of value, its strengths in dividend payouts show a commitment to rewarding shareholders. Overall, Match Group’s diverse portfolio of apps and services cater to a wide range of demographics, promising sustained growth and market relevance in the online dating industry.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Cirrus Logic (CRUS) Earnings: 1Q Adjusted EPS Surpasses Estimates as Sales Climb 8.9%

By | Earnings Alerts
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  • Cirrus Logic‘s adjusted earnings per share (EPS) for Q1 is $1.51, beating last year’s $1.12 and surpassing the estimate of $1.10.
  • Net sales reached $407.3 million, marking an 8.9% increase year-over-year (y/y), and exceeding the estimate of $364.3 million.
  • Audio net sales grew by 9.6% y/y, totaling $240.0 million, higher than the projected $219.6 million.
  • High-performance mixed-signals sales rose by 7.9% y/y to $167.2 million, surpassing the estimate of $145.4 million.
  • The adjusted gross margin improved to 52.6% from last year’s 50.6%, slightly above the estimate of 52%.
  • Operating expenses slightly decreased by 0.3% y/y to $141.6 million, under the estimated $145.2 million.
  • Research and Development (R&D) expenses dropped 2.3% y/y to $102.9 million, below the estimated $107.7 million.
  • Strong demand for custom boosted amplifiers and the introduction of the 22-nanometer smart codec in smartphones contributed to the robust financial performance, according to CEO John Forsyth.
  • Market sentiment includes 5 buy ratings, 3 hold ratings, and no sell ratings.

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Cirrus Logic on Smartkarma



Analysts on Smartkarma, such as Baptista Research, are closely covering Cirrus Logic, a company in the spotlight for its recent financial results. In one report titled “Cirrus Logic: 6 Major Game-Changers Impacting Its 2025 Performance & Beyond!” by Baptista Research, the company’s fourth quarter and full fiscal year 2025 results were analyzed. Cirrus Logic exceeded expectations with a revenue of $424.5 million for the March quarter, surpassing its guidance. For the full fiscal year 2025, the company achieved a revenue of $1.9 billion, reflecting a 6% year-over-year growth.

Another report by Baptista Research, titled “Cirrus Logic: The High-Performance Mixed Signal Expansion & Other Major Drivers,” delves into the company’s financial performance for the third quarter of fiscal year 2025. Despite facing challenges such as a 10% decline in sales year-over-year, Cirrus Logic reported revenues of $555.7 million, exceeding its guidance range. This was attributed to robust demand in the smartphone sector, highlighting both opportunities and obstacles for the company moving forward.



A look at Cirrus Logic Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth3
Resilience4
Momentum4
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

When looking at the long-term outlook for Cirrus Logic, the company appears to have a solid foundation. According to the Smartkarma Smart Scores, Cirrus Logic scores moderately across the board. With a score of 3 in Value, it suggests the company is reasonably valued compared to its peers. In terms of Growth, Cirrus Logic also achieves a score of 3, indicating potential for expansion. Additionally, with high scores of 4 in Resilience and Momentum, the company shows strength in weathering market fluctuations and sustaining its growth trajectory. However, the low score of 1 in Dividend signals that Cirrus Logic may not be a top choice for income-seeking investors.

Overall, Cirrus Logic, Inc. is a fabless semiconductor company based in Austin, Texas, specializing in the development of audio and voice IC and software solutions for various industries. The company’s Smartkarma Smart Scores paint a picture of a company with promising growth prospects, backed by strong resilience and momentum in the market. Despite its lower dividend score, Cirrus Logic‘s emphasis on mobile communications, automotive entertainment, and consumer audio applications positions it well for continued success in the long run.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Amgen Inc (AMGN) Earnings: Boosts FY Revenue Outlook to $35-36 Billion Amid Strong Q2 Performance

By | Earnings Alerts
  • Revenue Outlook: Amgen has increased its full-year revenue forecast to a range between $35 billion to $36 billion, compared to the prior range of $34.3 billion to $35.7 billion. The previous estimate was $35.36 billion.
  • Adjusted EPS Guidance: Expected adjusted earnings per share (EPS) is now forecasted between $20.20 to $21.30, an increase from the earlier range of $20 to $21.20. Previous estimates pegged EPS at $20.90.
  • Capital Expenditure: Amgen maintains its capital expenditure target at approximately $2.3 billion, higher than the estimated $2.05 billion.
  • Share Buyback Plan: The company is still planning for share buybacks up to $500 million.
  • Tariff Impact: The 2025 guidance includes tariffs that have already been implemented. However, it does not account for tariffs or price changes announced but not yet implemented.
  • Second Quarter Financial Results:
    • Adjusted EPS for the second quarter of 2025 increased to $6.02 from $4.97 year-over-year, surpassing estimates of $5.26.
    • Overall revenue growth was 9.4% year-over-year, reaching $9.18 billion, above the $8.91 billion estimate.
  • Key Product Sales Highlights:
    • Repatha revenue surged by 31% year-over-year to $696 million, exceeding the $673.4 million estimate.
    • Evenity revenue rose 32% to $518 million, beating the $486.9 million estimate.
    • Prolia revenue fell 3.7% to $1.12 billion against the $1.08 billion estimate.
    • Uplizna revenue saw a significant increase of 91% to $176 million, well above the $122.3 million estimate.
    • Tavenos revenue increased 55% to $110 million, surpassing the $100.7 million estimate.
  • Product and Pipeline Developments:
    • The Phase 2 trial of MariTide for chronic weight management is ongoing, with part 2 results expected in the fourth quarter of 2025.
    • Two Phase 3 trials for MariTide, targeting different obesity-related indications, are currently enrolling patients.
    • Amgen has started Phase 3 cardiovascular and heart failure trials, with an obstructive sleep apnea trial planned for late 2025.
  • Operational Efficiency:
    • Adjusted operating expenses rose by 8.2% year-over-year to $4.89 billion, slightly below the $4.94 billion estimate.
    • Adjusted research and development costs increased 18% to $1.69 billion, close to the $1.71 billion estimate.
    • Adjusted selling, general and administrative expenses decreased by 2.1% year-over-year to $1.65 billion, under the $1.68 billion estimate.

Amgen Inc on Smartkarma

On Smartkarma, independent analysts like Baptista Research are providing valuable insights into Amgen Inc, a leading biotechnology company. In one report titled “Amgen Inc.: What Is Its Commercial Strategy For UPLIZNA In New Indications?”, Baptista Research highlights Amgen’s strong first-quarter performance in fiscal year 2025. The company experienced a notable revenue increase of 9% year over year, driven by a 14% volume growth across its product portfolio. Success in various categories like general medicine, rare disease, inflammation, and oncology indicates successful market penetration and increasing patient adoption.

Another report by Baptista Research, “Amgen’s Big Bet on Obesity: Is This the Pharma Giant’s Next Breakout Moment?“, sheds light on Amgen’s rapid emergence in the obesity drug market. With the investigational drug MariTide showing promising Phase II results of up to 20% weight loss with monthly dosing, Amgen is strategically positioned to tap into the lucrative $100 billion market by 2030. With two Phase III trials targeting diabetic and non-diabetic patients underway, Amgen is poised for potential growth and market share expansion in the pharmaceutical industry.


A look at Amgen Inc Smart Scores

FactorScoreMagnitude
Value2
Dividend4
Growth3
Resilience3
Momentum3
OVERALL SMART SCORE3.0

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Amgen Inc. is positioned for favorable long-term prospects based on the Smartkarma Smart Scores analysis. With solid scores in Dividend, Growth, Resilience, and Momentum, the company demonstrates strength across key areas. The high Dividend score suggests a stable payout to investors, while the Growth and Resilience scores indicate potential for sustainable expansion and ability to withstand market challenges. Additionally, the Momentum score reflects positive market sentiment and indicates a promising future trajectory for Amgen Inc.

Amgen Inc. is an independent biotechnology medicines company specializing in human therapeutics. Focused on developing innovative treatments for serious illnesses, the company leverages advancements in cellular and molecular biology to create impactful medicines. The company’s robust performance across various Smartkarma Smart Scores factors positions it well for continued success in the dynamic biotechnology industry.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Advanced Energy Industries (AEIS) Earnings: Q2 Sales Surpass Expectations with Strong Data Center Performance

By | Earnings Alerts
  • Advanced Energy’s second-quarter sales reached $441.5 million, up 21% from last year, beating the estimate of $421.2 million.
  • Semiconductor Equipment net sales were $209.5 million, marking an 11% increase over the prior year but falling short of the $219.9 million estimate.
  • Industrial and Medical net sales were $68.6 million, a 13% decline year-over-year, just above the estimated $68 million.
  • Data Center Computing net sales surged to $141.6 million, a remarkable 94% increase, exceeding the $113.9 million estimate.
  • Telecom and Networking net sales decreased by 11% to $21.8 million, below the $23.3 million estimate.
  • Adjusted earnings per share (EPS) from continuing operations were $1.50.
  • The adjusted gross margin improved to 38.1% compared to 35.3% last year, nearly hitting the estimate of 38.2%.
  • Adjusted net income rose 77% year-over-year to $56.6 million, surpassing the $49.7 million estimate.
  • Research and Development (R&D) expenses increased by 13% to $59.0 million, above the estimated $55.2 million.
  • Operating income totaled $31.6 million, more than doubling last year’s $13.0 million but trailing the $35.2 million estimate.
  • The third-quarter forecast includes an adjusted EPS range of $1.20 to $1.70, against an estimate of $1.25.
  • The revenue forecast for the third quarter is between $420 million and $460 million, around the $421.5 million estimate.
  • CEO Steve Kelley attributed strong second-quarter results to high customer demand for AI data center solutions.
  • Market recommendations include 8 buys, 4 holds, and no sells.

Advanced Energy Industries on Smartkarma

Analysts on Smartkarma are closely covering Advanced Energy Industries, with Baptista Research providing valuable insights. In one report titled “Advanced Energy Industries Ramps Up Plasma Power Effortsβ€”Can It Corner the Semiconductor Market?”, the company’s strong financial performance in the first quarter of 2025 is highlighted. With revenue hitting $405 million, a 24% increase year-over-year, despite a slight 3% sequential decline, the earnings per share exceeded expectations. This indicates a promising growth trajectory, particularly in the Data Center Computing and Semiconductor sectors.

Furthermore, another report by Baptista Research titled “Advanced Energy Industries: The 5 Major Challenges That Can Hinder Growth in 2025! Major Drivers” discusses the company’s fourth quarter and full-year 2024 results, showcasing a robust finish to the year. Notable highlights include Q4 revenue reaching $450 million, an 11% increase sequentially and 3% year-over-year, driven by impressive performance in the semiconductor and data center computing markets. Specifically, the semiconductor revenue saw a significant 15% sequential increase and 19% year-over-year growth, pointing towards positive momentum for Advanced Energy Industries.


A look at Advanced Energy Industries Smart Scores

FactorScoreMagnitude
Value3
Dividend2
Growth3
Resilience4
Momentum5
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Advanced Energy Industries shows a promising long-term outlook. The company scores high in momentum and resilience, indicating strong trends and ability to withstand market challenges. Additionally, scoring moderately well in value and growth, Advanced Energy Industries demonstrates potential for future development and solid fundamentals. While the dividend score is lower, the overall positive scores suggest a favorable overall outlook for the company.

Advanced Energy Industries, Inc. specializes in manufacturing power conversion and control systems for various industrial equipment applications. Their systems play a crucial role in semiconductor, data storage, and flat panel display production processes utilizing gaseous plasmas. With a focus on developing innovative solutions for plasma-based thin film production, Advanced Energy Industries positioned itself as a key player in the industry.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Aflac Inc (AFL) Earnings: 2Q Adjusted EPS Surpasses Expectations Despite Revenue Decline

By | Earnings Alerts
  • Aflac’s adjusted earnings per share (EPS) for the second quarter was $1.78, slightly down from last year’s $1.83 but above the estimate of $1.71.
  • Revenue for the quarter came in at $4.16 billion, a decrease of 19% year-over-year, and below the estimated $4.36 billion.
  • The book value per share increased to $50.86 from last year’s $46.40, exceeding the estimate of $48.90.
  • US net premium income remained consistent with last year at $1.5 billion but was slightly below the estimated $1.51 billion.
  • US adjusted net investment income decreased by 5% year-over-year to $207 million.
  • Benefits and claims expenses rose by 4.6% year-over-year to $2.01 billion, slightly surpassing the estimate of $1.97 billion.
  • Analyst recommendations for Aflac include 3 buys, 9 holds, and 3 sells.

Aflac Inc on Smartkarma

Analyst coverage of Aflac Inc on Smartkarma reveals positive sentiments and in-depth analysis by Baptista Research. In one report titled “Aflac Inc.: Expanding Product Portfolio in Japan to Capitalize On Demographic Shifts!” by Baptista Research, Aflac’s financial results for the first quarter of 2025 were discussed. Despite mixed outcomes in Japan and the U.S., Aflac achieved adjusted earnings per diluted share of $1.66, remaining consistent with the previous year, amidst challenges like net investment losses.

Furthermore, another report by Baptista Research titled “Aflac Incorporated: Will Its Reinsurance & Capital Efficiency Help Up Its Game?” highlighted Aflac’s strong performance in the fourth quarter of 2024, showcasing a rise in net earnings per diluted share by 23.8% and adjusted earnings per diluted share by 15.7%. The report emphasized the crucial role of Aflac’s operations in Japan, which significantly contributed to the positive performance, with stable premium persistency and noteworthy growth in pretax adjusted earnings.


A look at Aflac Inc Smart Scores

FactorScoreMagnitude
Value3
Dividend3
Growth3
Resilience4
Momentum3
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

According to Smartkarma Smart Scores, Aflac Inc‘s long-term outlook appears promising. The company received a solid score of 4 for resilience, indicating its ability to withstand market challenges and maintain stability. This resilience is further supported by balanced scores of 3 in value, dividend, growth, and momentum. Aflac Inc, a leading provider of supplemental insurance in the United States and Japan, offers a range of products including accident/disability plans, cancer expense plans, and various healthcare coverage options. With a consistent performance across key factors, Aflac Inc seems well-positioned for steady growth and value creation in the foreseeable future.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Masimo Corp (MASI) Earnings: 2Q Revenue Meets Estimates with Strong Growth Forecast

By | Earnings Alerts
  • Masimo’s second-quarter revenue was $370.9 million, slightly above the estimate of $369 million.
  • The company’s forecasted annual revenue is between $1.51 billion and $1.54 billion, aligning with the estimate of $1.52 billion.
  • Katie Szyman, CEO of Masimo, emphasized the company’s strong performance and growth in its core healthcare business during the second quarter.
  • Analyst ratings indicate confidence in Masimo, with 6 buy ratings and 2 hold ratings, and no sell ratings noted.

Masimo Corp on Smartkarma

Analyst coverage of Masimo Corp on Smartkarma by Baptista Research has been insightful and positive. In the report titled “Masimo Corporation: Will The Sound United Divestiture & Financial Realignment Efforts Meet Their Ultimate Goal?”, the analyst highlights Masimo’s strategic shifts and operational restructuring following a successful first quarter of 2025. The focus on core healthcare operations post the divestiture of its consumer audio business is expected to drive future growth. The analysis presents a balanced view, discussing both opportunities and challenges for Masimo moving forward.

Another report by Baptista Research, “Masimo Corporation: The Strong Contracting”, delves into Masimo’s fourth quarter and full-year 2024 financial results. With consolidated revenues reaching $601 million in the fourth quarter, showing a 9% increase on a constant currency basis, Masimo demonstrated solid performance. Healthcare revenues grew by 9%, supported by the shipment of 65,000 technology boards and monitors. The report acknowledges the company’s accomplishments while also identifying areas for improvement, providing a bullish outlook on Masimo’s prospects.


A look at Masimo Corp Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth2
Resilience3
Momentum3
OVERALL SMART SCORE2.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores for Masimo Corp, the company appears to have a mixed long-term outlook. While it scores moderately in terms of growth, resilience, and momentum, its value and dividend scores are relatively lower. Masimo Corp focuses on designing and developing medical signal processing and sensor technology for noninvasive monitoring of physiological parameters, particularly in improving pulse oximetry effectiveness. This indicates that while the company shows promise in certain areas, investors may need to consider the lower value and dividend aspects when assessing its overall potential.

In summary, Masimo Corporation specializes in developing innovative technology for monitoring physiological parameters noninvasively. With moderate scores in growth, resilience, and momentum, the company demonstrates potential for future development and market stability. However, the lower scores in value and dividend factors suggest that investors should carefully weigh the company’s overall outlook before making investment decisions.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Skyworks Solutions (SWKS) Earnings: 4Q Adjusted EPS Surpasses Estimates with Strong Revenue Growth

By | Earnings Alerts
  • Skyworks Solutions forecasts adjusted EPS of $1.40 for the fourth quarter, beating the market estimate of 99 cents.
  • In the third quarter, the adjusted EPS was $1.33, an increase from $1.21 year-over-year, surpassing the estimate of $1.23.
  • Revenue for the third quarter reached $965.0 million, marking a 6.6% increase year-over-year, and exceeding the estimated $938.7 million.
  • The adjusted gross margin improved to 47.1% from the previous year’s 46%, also higher than the estimated 46.5%.
  • Research and Development expenses rose by 24% year-over-year to $199.4 million, exceeding the estimate of $184 million.
  • Adjusted operating income increased slightly by 1% quarter-over-quarter to $224.4 million, above the estimated $211.7 million.
  • The company observes momentum in the Mobile segment and sustained strength across Broad Markets, driven by long-term growth in edge IoT, automotive, and data center sectors.
  • Skyworks Solutions shares rose 5% in post-market trading to $71.00 with 20,164 shares traded.
  • Analyst ratings include 2 buys, 21 holds, and 5 sells.

Skyworks Solutions on Smartkarma

Analyst coverage of Skyworks Solutions on Smartkarma by Baptista Research has been positive. In the report “Skyworks Solutions: Its RF Expertise In The 5G Era Is Probably Its Single Biggest Competitive Edge! – Major Drivers,” the company’s second fiscal quarter 2025 results were highlighted. With revenue of $953 million and earnings per share of $1.24, Skyworks exceeded its guidance midpoint, showcasing strong operational efficiency.

Furthermore, in another report titled “Skyworks Solutions: Automotive Sector Expansion For Increased Connectivity & Automation!” Skyworks’ first fiscal quarter 2025 results were discussed. The company’s revenue of $1.068 billion, earnings per share of $1.60, and free cash flow of $338 million surpassed expectations, signaling successful revenue growth strategies, especially in the mobile and broad markets segments. The overall sentiment from Baptista Research leans bullish on Skyworks Solutions.


A look at Skyworks Solutions Smart Scores

FactorScoreMagnitude
Value3
Dividend4
Growth2
Resilience4
Momentum4
OVERALL SMART SCORE3.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Skyworks Solutions, Inc. is a wireless semiconductor company that specializes in designing and manufacturing radio frequency and semiconductor system solutions for mobile communications applications. The company offers front-end modules, radio frequency subsystems, and system solutions to customers in the wireless handset and infrastructure sectors across the globe. In terms of Smartkarma Smart Scores, Skyworks Solutions has a fairly positive outlook overall. With a Value score of 3, Dividend score of 4, Growth score of 2, Resilience score of 4, and Momentum score of 4, the company seems to be well-positioned for the long term.

While Skyworks Solutions may not exhibit the highest growth potential based on the score of 2, its strong scores in Dividend, Resilience, and Momentum indicate a stable and promising future ahead. Investors looking for a company with solid dividend prospects, resilience in the face of market uncertainties, and positive momentum may find Skyworks Solutions a suitable addition to their portfolio. Overall, the company’s Smart Scores suggest that it could present a good investment opportunity for those seeking a blend of value, income, and long-term growth potential in the semiconductor industry.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Halozyme Therapeutics (HALO) Earnings: Surpasses Estimates, Raises FY Revenue and EPS Forecast

By | Earnings Alerts
  • Halozyme has increased its full-year 2025 revenue forecast to a range of $1.28 billion to $1.36 billion, up from the previous guidance of $1.20 billion to $1.28 billion. The market estimate was $1.25 billion.
  • The company now expects adjusted Earnings Per Share (EPS) for 2025 to be between $6.00 and $6.40, compared to the earlier forecast of $5.30 to $5.70. The market estimate was $5.32.
  • Halozyme anticipates its adjusted EBITDA for 2025 to be between $865 million and $915 million, up from the prior forecast of $790 million to $840 million.
  • For the second quarter, Halozyme reported an EPS of $1.33, exceeding the estimate of $280.3 million with an actual revenue of $325.7 million.
  • The company’s adjusted EPS for the second quarter was $1.54, surpassing the market estimate of $1.25.
  • Research and Development (R&D) expenses amounted to $17.5 million, slightly above the estimate of $16.6 million.
  • Cash and cash equivalents were reported at $61.9 million, significantly below the estimate of $442.2 million.
  • Operating income for the second quarter was $202.4 million, higher than the estimated $159.8 million.
  • Halozyme is raising its financial guidance for 2025 and expects year-over-year growth of 26% to 33% in total revenue, 37% to 45% in adjusted EBITDA, and 42% to 51% in non-GAAP diluted EPS.
  • Dr. Helen Torley, President and CEO of Halozyme, commented on the strong performance and growth trends, signifying an upward revision in the financial guidance for the second time this year.
  • Analyst recommendations include 5 buys, 4 holds, and 1 sell.

Halozyme Therapeutics on Smartkarma

Analyst coverage of Halozyme Therapeutics on Smartkarma by Baptista Research indicates a positive outlook for the company’s future. In their report titled “Halozyme Therapeutics Unlocks Billion-Dollar Royalty Streams with Next-Gen Drug Formulations; How Will It Shape The Future Top-Line?”, the analysts highlight the company’s mixed first quarter 2025 performance, showcasing notable strengths and some challenges. Halozyme reported a 35% year-over-year increase in total revenue to $265 million, driven by a 39% rise in royalty revenue, particularly from key ENHANZE-enabled therapeutics. The adjusted EBITDA also saw a significant rise to $162 million, resulting in a 54% increase in net income to $118 million.

Another report by Baptista Research titled “Halozyme Therapeutics: European Market Expansion to Capture The Oncology Treatment Market!” praises the company’s robust financial and operational performance in 2024. Halozyme exceeded the $1 billion total revenue mark for the first time, marking a 22% increase over the previous year. Strong growth in royalty revenue, up 27% to $571 million, coupled with advancements in collaborative agreements, contributed to this achievement. The success of subcutaneous formulations of DARZALEX, Phesgo, and the introduction of VYVGART Hytrulo for generalized myasthenia gravis were key drivers of the company’s high-margin royalty revenue.


A look at Halozyme Therapeutics Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth4
Resilience3
Momentum3
OVERALL SMART SCORE2.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Halozyme Therapeutics, Inc. shows a promising long-term outlook based on a combination of factors. With a high growth score of 4, the company is positioned well for future expansion and development. This indicates strong potential for advancing its products in the diabetes, cancer, dermatology, and drug delivery markets. Additionally, a resilience score of 3 suggests the company has the ability to withstand challenges and maintain stability in the face of uncertainties, which is essential for long-term success.

While Halozyme Therapeutics may not score as high in value and dividend factors, with scores of 2 and 1 respectively, its momentum score of 3 reflects positive upward movement and market interest. Overall, the company’s innovative platform technology, focused on recombinant human hyaluronidase plus additional enzymes, positions it well for future collaborations and growth opportunities in the biopharmaceutical industry.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Upstart Holdings (UPST) Earnings: 2Q Revenue Surpasses Estimates with Impressive Adjusted EBITDA Growth

By | Earnings Alerts
  • Upstart’s second quarter revenue reached $257.3 million, a significant increase from $127.6 million the previous year.
  • This revenue figure surpassed the estimated $226.1 million.
  • Contribution profit rose to $140.5 million, marking an 85% increase year-over-year, compared to the estimated $118.3 million.
  • Adjusted EBITDA recorded at $53.1 million, a notable turnaround from a loss of $9.26 million in the prior year, and exceeded the estimate of $37.4 million.
  • The adjusted EBITDA margin stood at 21%, improving from -7% the previous year and surpassing the forecast of 16.5%.
  • Following the earnings report, Upstart shares increased by 4.7% in post-market trading, reaching a price of $86.51.
  • Over 9,706 shares were traded during this post-market session.
  • Current market analyst recommendations include 6 buys, 9 holds, and 3 sells.

Upstart Holdings on Smartkarma



Analyst coverage on Upstart Holdings by Baptista Research on Smartkarma highlights the company’s recent strong financial performance for the fourth quarter and full-year 2024. The research report emphasizes the significant progress made by Upstart Holdings, with a notable increase in origination volume and revenue. Sequentially, originations grew by 33%, while revenue saw a 35% increase, showcasing substantial growth compared to previous quarters and the prior year. The report, titled “Upstart Holdings Inc.: Expansion into New Loan Products & Markets As A Crucial Factor In Stock Trajectory!” underscores the company’s expansion into new loan products and markets as a crucial factor in its stock trajectory.



A look at Upstart Holdings Smart Scores

FactorScoreMagnitude
Value2
Dividend1
Growth2
Resilience2
Momentum5
OVERALL SMART SCORE2.4

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Upstart Holdings, Inc., a company focused on innovative AI lending solutions, has recently been evaluated using Smartkarma Smart Scores to gauge its long-term outlook. According to the scores, Upstart Holdings shows promising potential in terms of momentum, with a top score of 5. This suggests strong upward movement and market interest in the company’s offerings.

While Upstart Holdings scored lower on factors like value, dividend, growth, and resilience, its high momentum score indicates potential for significant future growth and success. The company’s focus on leveraging AI technology in the lending industry is seen as a key driver of its momentum and overall outlook in the market.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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Beiersdorf (BEI) Earnings: FY Forecast Cut Amid Slower Sales Growth; Prelim Results Miss Estimates

By | Earnings Alerts
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  • Beiersdorf revised its full-year organic sales growth forecast to around +3%, down from the previous expectation of +4% to +6%.
  • For consumer sales, the forecast is adjusted to +3% to +4%, previously predicted at +4% to +6%.
  • Organic tesa sales predictions remain unchanged at +1% to +3%.
  • Beiersdorf expects the adjusted EBITDA margin to be slightly above last year’s figure.
  • Preliminary first-half results show sales at EU5.19 billion, slightly below the estimated EU5.23 billion.
  • Organic first-half sales grew by +2.1%, beneath the expectation of +2.58%.
  • Consumer sales for the first half were EU4.33 billion, under the predicted EU4.38 billion.
  • Organic consumer sales showed +1.9% growth, falling short of the +2.51% estimate.
  • Tesa’s first-half sales matched the estimate at EU858 million, with organic growth at +3%, exceeding the estimate of +2.84%.
  • The preliminary adjusted EBIT margin for the first half was 16.1%, nearly aligning with the 16.2% estimate.
  • Second-quarter organic sales increased by +0.6%, less than the 1.5% anticipated.
  • Organic consumer sales for the second quarter were +1.5%, below the +2.7% forecast.
  • Tesa’s second-quarter organic sales declined by -3.7%, beating the expectation of a -4.23% drop.
  • The global skincare market grew slower than expected, especially in the second quarter and into July.
  • Beiersdorf is optimistic about the second half of the year due to a strong innovation pipeline.
  • The company plans to continue investing in the consumer segment to support successful new product launches.
  • Analyst recommendations include 16 buys, 7 holds, and 3 sells.

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Beiersdorf on Smartkarma

On Smartkarma, Baptista Research recently initiated coverage on Beiersdorf, providing valuable insights in their research report titled “Beiersdorf: Initiation of Coverage – Strategic Cuts, Smarter Growth β€” The Clean Slate Transformation!” The report highlights a mixed set of results for the first quarter of 2025, showcasing areas of growth alongside noted challenges within Beiersdorf AG. With a bullish sentiment, the analysis delves into the company’s strategic initiatives, shedding light on the potential and vulnerabilities in Beiersdorf’s diverse portfolio. Particularly, the Consumer division’s organic sales growth of 2.3% amidst a challenging market environment underscores the complex dynamics influencing Beiersdorf’s performance.


A look at Beiersdorf Smart Scores

FactorScoreMagnitude
Value3
Dividend2
Growth4
Resilience5
Momentum2
OVERALL SMART SCORE3.2

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Beiersdorf AG, a company known for developing a wide range of personal care, medical, and adhesive products, has received varying ratings across different factors impacting its long-term outlook. With a high Resilience score of 5, Beiersdorf demonstrates strength in weathering challenges and maintaining stability. This indicates that the company is well-positioned to navigate uncertainties and sustain its operations over time. Additionally, the Growth score of 4 suggests promising prospects for Beiersdorf in terms of expanding its market presence and enhancing its business performance in the future.

Despite these positive aspects, Beiersdorf’s overall outlook is tempered by more moderate scores in other areas. While the company has a Value score of 3, reflecting reasonable valuation metrics, its Dividend and Momentum scores of 2 each imply some room for improvement in terms of dividend payouts and market momentum. Taking these factors into consideration, Beiersdorf appears to have a solid foundation for long-term growth and resilience, although focusing on enhancing dividends and momentum could further enhance its overall performance.


Disclaimer: This article by Smartkarma is general in nature and 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. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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