Arcellx (NASDAQ:ACLX) Stock

Arcellx

Arcellx Inc is a clinical-stage biotechnology company reimagining cell therapy through the development of immunotherapies for patients with cancer and other incurable diseases.

Arcellx Inc

Earnings

News

Guidance

WBTN

WEBTOON Entertainment Sees Q1 Revenue $318M-$328M Vs $369.1M Est.

SPXC

SPX Techs Sees FY25 Adj. EPS $6.00-$6.25 Vs $6.12 Est.

ZoomInfo Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZI#NASDAQ">ZI</a>) reported quarterly earnings of $0.26 per share which beat the analyst consensus estimate of $0.22 by 18.18 percent. This is unchanged from the same period last year. The company reported quarterly sales of $309.10 million which beat the analyst consensus estimate of $297.63 million by 3.85 percent. This is a 2.31 percent decrease over sales of $316.40 million the same period last year.

Earnings Beats

ZoomInfo Technologies Q4 2024 Adj EPS $0.26 Beats $0.22 Estimate, Sales $309.10M Beat $297.63M Estimate

SPX Techs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPXC#NYSE">SPXC</a>) reported quarterly earnings of $1.51 per share which met the analyst consensus estimate. This is a 20.8 percent increase over earnings of $1.25 per share from the same period last year. The company reported quarterly sales of $533.700 million which beat the analyst consensus estimate of $532.715 million by 0.18 percent. This is a 13.70 percent increase over sales of $469.400 million the same period last year.

SPX Techs Q4 2024 Adj. EPS $1.51, Inline, Sales $533.700M Beat $532.715M Estimate

National Health Investors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NHI#NYSE">NHI</a>) reported quarterly earnings of $1.12 per share which beat the analyst consensus estimate of $1.11 by 0.9 percent. This is a 2.75 percent increase over earnings of $1.09 per share from the same period last year. The company reported quarterly sales of $85.75 million which beat the analyst consensus estimate of $82.67 million by 3.72 percent. This is a 7.91 percent increase over sales of $79.47 million the same period last year.

National Health Investors Q4 2024 FFO $1.12 Beats $1.11 Estimate, Sales $85.75M Beat $82.67M Estimate

Webtoon Entertainment (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBTN#NASDAQ">WBTN</a>) reported quarterly losses of $(0.03) per share which beat the analyst consensus estimate of $(0.34) by 91.18 percent. The company reported quarterly sales of $352.800 million which missed the analyst consensus estimate of $354.425 million by 0.46 percent.

Earnings Misses

Webtoon Entertainment Q4 2024 Adj. EPS $(0.03) Beats $(0.34) Estimate, Sales $352.800M Miss $354.425M Estimate

Extra Space Storage Sees 2025 Core FFO $8-$8.30

Light &amp; Wonder (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LNW#NASDAQ">LNW</a>) reported quarterly earnings of $1.42 per share which beat the analyst consensus estimate of $0.95 by 49.47 percent. The company reported quarterly sales of $797.000 million which missed the analyst consensus estimate of $797.867 million by 0.11 percent. This is a 3.51 percent increase over sales of $770.000 million the same period last year.

Light & Wonder Q4 2024 Adj. EPS $1.42 Beats $0.95 Estimate, Sales $797.000M Miss $797.867M Estimate

Extra Space Storage Q4 2024 FFO $2.03 Beats $2.02 Estimate, Sales $707.234M Miss $759.594M Estimate

IPAR

Interparfums Reaffirms FY25 Guidance And Sees EPS $5.35 Vs $5.31 Est.; Revenue $1.51B Vs $1.503 Est.

Boston Beer Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAM#NYSE">SAM</a>) reported quarterly losses of $(1.68) per share which missed the analyst consensus estimate of $(1.29) by 30.23 percent. The company reported quarterly sales of $402.30 million which beat the analyst consensus estimate of $389.18 million by 3.37 percent. This is a 2.18 percent increase over sales of $393.72 million the same period last year.

Boston Beer Co Q4 2024 Adj EPS $(1.68) Misses $(1.29) Estimate, Sales $402.30M Beat $389.18M Estimate

HURN

Huron Sees FY25 Revenue $1.58B-$1.66B; Sees Adj. EPS $6.80-$7.60

STRL

Sterling Sees FY25 Adj. EPS $7.90-$8.40 vs $6.49Est., Revenue $2B-$2.15B vs $2.123B Est.

Goldman Sachs analyst Kash Rangan reiterated a Buy rating on Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) with a <a target="_blank" href="https://www.benzinga.com/quote/MSFT/analyst-ratings" rel="noreferrer noopener">price target of $500</a>.
Rangan left his estimates for $88 billion and $91 billion in fiscal 2025 and 2026 capital expenditure unchanged following the recent report that Microsoft has potentially <a target="_blank" href="https://www.benzinga.com/25/02/43917474/microsoft-cancels-major-data-center-leases-raises-questions-on-ai-expansion-strategy" rel="noreferrer noopener">delayed or canceled</a> some of its AI data center leases.
While unconfirmed, Rangan noted this reporting emphasizes what the company has already telegraphed: that as a responsible capital allocator, Microsoft continues to invest in AI capacity prudently with an eye toward returns.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43938765/docusign-boasts-13-revenue-growth-in-q4-raises-full-year-guidance-due-to-ai-momentum" rel="noreferrer noopener">DocuSign Boasts 13% Revenue Growth In Q4, Raises Full-Year Guidance Due To AI Momentum</a>
The reported tactical adjustments to infrastructure imply the potential to participate in individual investments only at the right cost curve.
As Microsoft begins to shift capital expenditure investments towards shorter-lived assets, the analyst noted bias to the upside for fiscal 2026 capital expenditures as longer-lived components come online, and Microsoft dynamically adjusts investments with near-term demand. Furthermore, the shift from first to third-party assets could reflect a pivot to a more inference-oriented capacity, which would be positive for long-term earnings.
Rangan noted that as generative AI moves from the Infrastructure layer to the Platform and Application layers, Microsoft is well-positioned to capitalize on this shift as the only hyperscaler with a broad base of business applications.
The analyst stated EPS growth is poised to reaccelerate as capital expenditure growth moderates and Microsoft benefits from the higher-margin inference/application phase of generative AI.
At 30 times calendar 2025 EV/FCF, Microsoft is trading at a discernible discount to Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) (49 times), which has a $97 billion book of business and an increasing capital expenditure profile.
The analyst continues to favor Microsoft at these levels, given ~$300 billion in RPO, AI revenue scaling to a $13 billion run rate (+175%), commercial bookings at +75%, EPS growth, and an established AI position.
Microsoft is among the most compelling investment opportunities in the technology industry and across sectors. With a strong presence across all layers of the cloud stack, including applications, platforms, and infrastructure, Microsoft is well-positioned to capitalize on generative AI, public cloud consumption, SaaS adoption, digital transformation, AI/ML, BI/analytics, and DevOps.
Along with continued operating leverage, as its cloud business reaches a ~$100 billion run-rate, this should drive sustainable EPS growth, leading to a near doubling of earnings per share from fiscal 2024 to fiscal 2028. Price Action:&nbsp;MSFT stock closed down by 1.51% to $397.90 on Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/02/43939529/international-game-technology-q4-earnings-misses-estimates-amid-jackpot-slowdown-highlights-strategic-transformation-2025-growth-outlook" target="_blank" rel="noreferrer noopener">International Game Technology Misses Q4 Earnings Estimates Amid Jackpot Slowdown</a></li>
</ul>
Image via Shutterstock

Price Target

Reiteration

Analyst Ratings

Tech

Trading Ideas

MSFT

ORCL

Microsoft Trades At Discount To Oracle Despite Strong Cloud Position: Analyst

Buybacks

Zoominfo Approves An Additional Stock Repurchase Program Authorizing The Company To Repurchase Up To An Additional $500M Of The Company's Common Stock, Par Value $0.01 Per Share

ZipRecruiter (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZIP#NYSE">ZIP</a>) reported quarterly sales of $111.000 million which beat the analyst consensus estimate of $107.835 million by 2.93 percent. This is a 18.34 percent decrease over sales of $135.922 million the same period last year.

ZipRecruiter Q4 Sales $111.000M Beat $107.835M Estimate

Huron Consulting Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HURN#NASDAQ">HURN</a>) reported quarterly earnings of $1.90 per share which beat the analyst consensus estimate of $1.52 by 25 percent. This is a 47.29 percent increase over earnings of $1.29 per share from the same period last year. The company reported quarterly sales of $388.40 million which beat the analyst consensus estimate of $380.50 million by 2.08 percent. This is a 14.50 percent increase over sales of $339.23 million the same period last year.

Huron Consulting Gr Q4 2024 Adj EPS $1.90 Beats $1.52 Estimate, Sales $388.40M Beat $380.50M Estimate

Inter Parfums (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IPAR#NASDAQ">IPAR</a>) reported quarterly earnings of $0.75 per share which missed the analyst consensus estimate of $0.80 by 6.25 percent. This is a 134.38 percent increase over earnings of $0.32 per share from the same period last year. The company reported quarterly sales of $361.504 million which missed the analyst consensus estimate of $361.647 million by 0.04 percent. This is a 9.97 percent increase over sales of $328.739 million the same period last year.

Inter Parfums Q4 2024 GAAP EPS $0.75 Misses $0.80 Estimate, Sales $361.504M Miss $361.647M Estimate

Sterling Infrastructure Q4 2024 GAAP EPS $1.46 Beats $1.31 Estimate, Sales $498.800M Miss $531.250M Estimate

ZETA

Zeta Sees FY25 Revenue $1.235B-$1.245B Vs $1.212B Estimate

Press Releases

Arcellx to Participate at the H.C. Wainwright 2nd Annual Cell Therapy Virtual Conference

Arcellx to Participate in the 23rd Annual Needham Virtual Healthcare Conference

Arcellx to Participate in Two Upcoming Investor Conferences

Arcellx Provides First Quarter 2024 Financial Results

Kite and Arcellx Continue Momentum with Advances in Anito-Cel Multiple Myeloma Program

Arcellx and Kite Continue Momentum with Advances in Anito-Cel Multiple Myeloma Program

Arcellx Provides Second Quarter 2024 Financial Results and Business Updates

Arcellx to Present Clinical Data for Its Phase 1 and iMMagine-1 Studies in Patients with Relapsed or Refractory Multiple Myeloma at the 66th ASH Annual Meeting and Exposition and Announces Progress in iMMagine-3 Study

Arcellx Provides Third Quarter 2024 Financial Results and Business Highlights

Arcellx Announces New Positive Data for Its iMMagine-1 Study in Patients With Relapsed or Refractory Multiple Myeloma to be Presented During an Oral Presentation at the 66th ASH Annual Meeting and Exposition

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