L'intérêt à découvert pour Viatris donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Viatris. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Viatris (NASDAQ:VTRS) Stock, Rapport sur les intérêts à découvert

Viatris

Viatris was formed in November 2020 through the combination of Upjohn, a wholly owned subsidiary of Pfizer that specialized in off-patent drugs, and Mylan, a global pharmaceutical manufacturer that focused on generic and specialty drugs. By joining forces, Viatris became one of the largest generic drug manufacturers in the world, servicing over 165 countries. Generics (commoditized and complex) and biosimilars make up roughly 40% of Viatris' total sales. Remaining 60% of sales is derived from its portfolio of legacy products which includes Lipitor, Norvasc, Lyrica, and Viagra. While it covers more than 10 major therapeutic areas, Viatris has identified dermatology, ophthalmology, and gastroenterology as its three key areas of focus for future innovations.

Viatris Inc

Biotech

News

General

GSK Plc Reveals That  CDC Advisory Panel Recommends PENMENVY for Inclusion in Adolescent Meningococcal Vaccination Schedule

Baijiayun Group Ltd ("Baijiayun" or the "Company") (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RTC#NASDAQ">RTC</a>), a one-stop AI video solution provider, today announced that we have reached a strategic cooperation with Beijing Xinlantian Education Technology Co., Ltd. (hereinafter referred to as "Xinlantian"). This cooperation marks that Baijiayun, with its cutting - edge exploration in AI and large - language model technologies, will combine with Xinlantian's professional accumulation in the field of rehabilitation training for autistic children. Together, they will provide more efficient and personalized rehabilitation training programs for autistic children.
As the AI video technology service provider with the most in-depth comprehension of education, Baijiayun brings robust technical expertise in AI large model technologies. Xinlantian, through ten years of entrepreneurial experience, has accumulated specialized rehabilitation philosophies and a wealth of practical cases. The two parties will jointly develop an intelligent diagnostic assistance platform to create personalized rehabilitation plans tailored to each child's unique condition and training needs. Leveraging big data analytics and machine learning algorithms, the platform will enable real-time monitoring of training progress and outcomes. This precision-oriented approach ensures every child receives optimally customized rehabilitation programs, maximizing progress within shorter timeframes.
Additionally, Baijiayun will provide comprehensive support including SCRM management, online school platforms, intelligent diagnostics, and regulatory tools. These resources will empower Xinlantian to achieve refined management of parent leads, unified administration of teaching operations, real-time diagnosis of developmental challenges, and intelligent oversight of nationwide branches. Through these enhancements, Xinlantian will elevate service quality to deliver more holistic and professional rehabilitation services for autistic children and their families.

Baijiayun Group Forms Strategic Partnership With Xinlantian To Combine AI Video And Large Language Model Technologies With Decade-Long Expertise In Autism Rehabilitation, For Autistic Children Across China

Alcoa Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AA#NYSE">AA</a>) released its first-quarter results after Wednesday's closing bell. Here's a look at the key figures <a href="https://www.benzinga.com/pressreleases/25/04/b44852023/alcoa-corporation-reports-first-quarter-2025-results">from the quarter. </a>
The Details: Alcoa reported quarterly earnings of $2.15 per share, which beat the analyst consensus estimate of $1.70. Quarterly revenue came in at $3.37 billion, which missed the analyst consensus estimate of $3.53 billion and is an increase over revenue of $2.6 billion from the same period last year.
Read Next: <a href="https://www.benzinga.com/general/social-media/25/04/44817229/chinese-tiktok-influencers-expose-cheap-nike-lululemon-suppliers-to-bypass-trump-tariffs">Chinese TikTok Influencers &#8216;Expose&#8217; Cheap Nike, Lululemon Suppliers To Bypass Trump Tariffs&nbsp;</a>
<ul>
<li>Production: Alumina production decreased 1% sequentially to 2.35 million metric tons. In the aluminum segment, production decreased 1 percent sequentially to 564,000 metric tons. </li>
<li>Shipments: In the alumina segment, third-party shipments of alumina decreased 8% sequentially. In aluminum, total shipments decreased 5% sequentially. </li>
<li>Revenue: In the alumina segment, third-party revenue decreased 8%. In the aluminum segment, third-party revenue was flat.</li>
</ul>
&#8220;During the first quarter, we maintained our pace of delivering on key operational and capital allocation objectives, including forming the joint venture to support our San Ciprián operations and repositioning debt in Australia,&#8221; said Alcoa CEO William F. Oplinger. 
&#8220;A positive aluminum market led to stronger results for the first quarter, while we continued to focus on safety, stability, and operational excellence amidst economic uncertainty,&#8221; Oplinger added. 
AA Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Alcoa shares were up 0.92% after hours at $25.30 on Wednesday.  
Read More:
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<li><a href="https://www.benzinga.com/25/04/44821791/meta-platforms-used-buy-or-bury-strategy-to-monopolize-social-media-ftc-says">Meta Used &#8216;Buy Or Bury&#8217; Strategy To Monopolize Social Media, FTC Says&nbsp;</a></li>
</ul>
Photo Courtesy of Alcoa Corp.

Earnings

Commodities

After-Hours Center

Movers

Alcoa Shares Gain After Mixed Q1 Results: EPS Beat, Revenues Miss

Throughout the last three months, 5 analysts have evaluated Veralto (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLTO#NYSE">VLTO</a>), offering a diverse set of opinions from bullish to bearish.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $107.6, a high estimate of $116.00, and a low estimate of $100.00. A 5.61% drop is evident in the current average compared to the previous average price target of $114.00. 
<img src="https://www.benzinga.com/files/images/story/2025/1744837259_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The standing of Veralto among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Nathan Jones &#x7C;Stifel &#x7C;Lowers &#x7C;Buy &#x7C; $102.00&#x7C;$110.00 &#x7C; 
&#x7C;Andrew Kaplowitz &#x7C;Citigroup &#x7C;Lowers &#x7C;Neutral &#x7C; $100.00&#x7C;$116.00 &#x7C; 
&#x7C;Deane Dray &#x7C;RBC Capital &#x7C;Lowers &#x7C;Sector Perform &#x7C; $110.00&#x7C;$111.00 &#x7C; 
&#x7C;Nathan Jones &#x7C;Stifel &#x7C;Lowers &#x7C;Buy &#x7C; $110.00&#x7C;$116.00 &#x7C; 
&#x7C;Nathan Jones &#x7C;Stifel &#x7C;Lowers &#x7C;Buy &#x7C; $116.00&#x7C;$117.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Veralto. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Veralto compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Veralto's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Veralto's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/VLTO/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Veralto analyst ratings.</a>
<h2>Delving into Veralto's Background</h2>
Veralto Corp is a provider of essential technology solutions that safeguard many of the world's most vital resources. The company operates in two segments: Water Quality and Product Quality &amp; Innovation. Through the WQ segment, it improves the quality and reliability of water through brands including Hach, Trojan Technologies, and ChemTreat. Through the PQI segment, the company promotes consumer trust in products and helps enable product innovation through brands including Videojet, Linx, Esko, X-Rite, and Pantone.
<h3>Financial Milestones: Veralto's Journey</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Positive Revenue Trend: Examining Veralto's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 4.43% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Industrials sector.
Net Margin: Veralto's net margin is impressive, surpassing industry averages. With a net margin of 16.88%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 11.37%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Veralto's ROA stands out, surpassing industry averages. With an impressive ROA of 3.58%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Veralto's debt-to-equity ratio is below the industry average at 1.36, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: What Are They?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

VLTO

What Analysts Are Saying About Veralto Stock

In the preceding three months, 10 analysts have released ratings for OneStream (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OS#NASDAQ">OS</a>), presenting a wide array of perspectives from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">5</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $30.6, a high estimate of $38.00, and a low estimate of $26.00. Experiencing a 14.09% decline, the current average is now lower than the previous average price target of $35.62. 
<img src="https://www.benzinga.com/files/images/story/2025/1744837249_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
A comprehensive examination of how financial experts perceive OneStream is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Chris Quintero &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Overweight &#x7C; $27.00&#x7C;$34.00 &#x7C; 
&#x7C;Terry Tillman &#x7C;Truist Securities &#x7C;Lowers &#x7C;Buy &#x7C; $27.00&#x7C;$37.00 &#x7C; 
&#x7C;Adam Hotchkiss &#x7C;Goldman Sachs &#x7C;Lowers &#x7C;Buy &#x7C; $31.00&#x7C;$36.00 &#x7C; 
&#x7C;Brett Huff &#x7C;Stephens &amp; Co. &#x7C;Announces &#x7C;Overweight &#x7C; $27.00&#x7C;- &#x7C; 
&#x7C;Brett Huff &#x7C;Stephens &amp; Co. &#x7C;Announces &#x7C;Overweight &#x7C; $27.00&#x7C;- &#x7C; 
&#x7C;Chris Quintero &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Overweight &#x7C; $34.00&#x7C;$37.00 &#x7C; 
&#x7C;Daniel Jester &#x7C;BMO Capital &#x7C;Lowers &#x7C;Outperform &#x7C; $34.00&#x7C;$38.00 &#x7C; 
&#x7C;John Difucci &#x7C;Guggenheim &#x7C;Maintains &#x7C;Buy &#x7C; $35.00&#x7C;$35.00 &#x7C; 
&#x7C;Scott Berg &#x7C;Needham &#x7C;Maintains &#x7C;Buy &#x7C; $38.00&#x7C;$38.00 &#x7C; 
&#x7C;Mark Murphy &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $26.00&#x7C;$30.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to OneStream. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of OneStream compared to the broader market.</li>
<li>Price Targets: Analysts predict movements in price targets, offering estimates for OneStream's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into OneStream's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/OS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on OneStream analyst ratings.</a>
<h2>Delving into OneStream's Background</h2>
OneStream Inc is an AI-enabled and extensible software platform that unifies core financial functions and broader operational data and processes within a single platform. The Digital Finance Cloud of the company provides a comprehensive, dynamic, and predictive view of the entire enterprise, providing corporate leaders the control, visibility, and agility required to proactively adjust business and day-to-day execution. Company platform unifies core financial and operational data and processes within a single platform, with solutions that maintain the integrity of corporate reporting standards for Finance while providing operationally insights for business users.
<h3>OneStream's Financial Performance</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Revenue Growth: OneStream's remarkable performance in 3M is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 29.13%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: OneStream's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of -23.74%, the company may face hurdles in effective cost management.
Return on Equity (ROE): OneStream's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of -8.78%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -4.0%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: OneStream's debt-to-equity ratio is below the industry average at 0.05, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>How Are Analyst Ratings Determined?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where OneStream Stands With Analysts

Providing a diverse range of perspectives from bullish to bearish, 5 analysts have published ratings on Las Vegas Sands (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>) in the last three months.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Las Vegas Sands, presenting an average target of $55.6, a high estimate of $67.00, and a low estimate of $45.00. This current average has decreased by 0.89% from the previous average price target of $56.10. 
<img src="https://www.benzinga.com/files/images/story/2025/1744837239_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Las Vegas Sands. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Stephen Grambling &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $45.00&#x7C;$47.00 &#x7C; 
&#x7C;Stephen Grambling &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $49.00&#x7C;$51.00 &#x7C; 
&#x7C;Chad Beynon &#x7C;Macquarie &#x7C;Maintains &#x7C;Outperform &#x7C; $58.00&#x7C;$58.00 &#x7C; 
&#x7C;George Choi &#x7C;Citigroup &#x7C;Raises &#x7C;Buy &#x7C; $67.00&#x7C;$64.50 &#x7C; 
&#x7C;Daniel Politzer &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Overweight &#x7C; $59.00&#x7C;$60.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Las Vegas Sands. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Las Vegas Sands compared to the broader market.</li>
<li>Price Targets: Understanding forecasts, analysts offer estimates for Las Vegas Sands's future value. Examining the current and prior targets provides insight into analysts' changing expectations.</li>
</ul>
Capture valuable insights into Las Vegas Sands's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/LVS/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Las Vegas Sands analyst ratings.</a>
<h2>About Las Vegas Sands</h2>
Las Vegas Sands is the world's largest operator of fully integrated resorts, featuring casino, hotel, entertainment, food and beverage, retail, and convention center operations. The company owns the Venetian Macao, Sands Macao, Londoner Macao, Four Seasons Hotel Macao, and Parisian Macao, as well as the Marina Bay Sands resort in Singapore. We expect Sands to open a fourth tower in Singapore in 2031. Its Venetian and Palazzo Las Vegas assets in the US were sold to Apollo and Vici in 2022. After the sale of its Vegas assets, the company generates all its EBITDA from Asia, with its casino operations generating the majority of sales.
<h3>Understanding the Numbers: Las Vegas Sands's Finances</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Revenue Challenges: Las Vegas Sands's revenue growth over 3M faced difficulties. As of 31 December, 2024, the company experienced a decline of approximately -0.65%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: Las Vegas Sands's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 11.19% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Las Vegas Sands's ROE stands out, surpassing industry averages. With an impressive ROE of 10.27%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Las Vegas Sands's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.54% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 4.77.
<h2>Analyst Ratings: What Are They?</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Which Stocks Are Analysts Recommending Now?
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Where Las Vegas Sands Stands With Analysts

8 analysts have expressed a variety of opinions on Blackstone Mortgage Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BXMT#NYSE">BXMT</a>) over the past quarter, offering a diverse set of opinions from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts have set 12-month price targets for Blackstone Mortgage Trust, revealing an average target of $19.19, a high estimate of $20.50, and a low estimate of $17.50. Observing a 0.68% increase, the current average has risen from the previous average price target of $19.06. 
<img src="https://www.benzinga.com/files/images/story/2025/1744837230_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
The standing of Blackstone Mortgage Trust among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;-----------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Douglas Harter &#x7C;UBS &#x7C;Lowers &#x7C;Neutral &#x7C; $18.00&#x7C;$19.50 &#x7C; 
&#x7C;Richard Shane &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $18.50&#x7C;$20.00 &#x7C; 
&#x7C;Jade Rahmani &#x7C;Keefe, Bruyette &amp; Woods&#x7C;Lowers &#x7C;Market Perform &#x7C; $20.00&#x7C;$20.50 &#x7C; 
&#x7C;Jade Rahmani &#x7C;Keefe, Bruyette &amp; Woods&#x7C;Raises &#x7C;Market Perform &#x7C; $20.50&#x7C;$19.50 &#x7C; 
&#x7C;Douglas Harter &#x7C;UBS &#x7C;Raises &#x7C;Neutral &#x7C; $19.50&#x7C;$18.50 &#x7C; 
&#x7C;Richard Shane &#x7C;JP Morgan &#x7C;Raises &#x7C;Neutral &#x7C; $20.00&#x7C;$17.50 &#x7C; 
&#x7C;Jade Rahmani &#x7C;Keefe, Bruyette &amp; Woods&#x7C;Raises &#x7C;Market Perform &#x7C; $19.50&#x7C;$18.50 &#x7C; 
&#x7C;Richard Shane &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $17.50&#x7C;$18.50 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Blackstone Mortgage Trust. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Blackstone Mortgage Trust compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Blackstone Mortgage Trust's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Capture valuable insights into Blackstone Mortgage Trust's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/BXMT/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Blackstone Mortgage Trust analyst ratings.</a>
<h2>Delving into Blackstone Mortgage Trust's Background</h2>
Blackstone Mortgage Trust Inc is a real estate finance company involved in the origination and purchase of senior loans collateralized by commercial properties in North America, Europe, and Australia. The vast majority of the company's asset portfolio is comprised of floating rate loans secured by priority mortgages. These mortgages are mainly derived from office, hotel, and manufactured housing properties. A percentage of the collateralized real estate properties are located in New York, California, and the United Kingdom. Blackstone Mortgage Trust is managed by a subsidiary of The Blackstone Group and benefits from the market data provided by its parent company. Nearly all of Blackstone Mortgage Trust's revenue is generated in the form of interest income.
<h3>Blackstone Mortgage Trust: A Financial Overview</h3>
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Revenue Challenges: Blackstone Mortgage Trust's revenue growth over 3M faced difficulties. As of 31 December, 2024, the company experienced a decline of approximately -25.57%. This indicates a decrease in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.
Net Margin: Blackstone Mortgage Trust's net margin is impressive, surpassing industry averages. With a net margin of 32.5%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Blackstone Mortgage Trust's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 0.97%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Blackstone Mortgage Trust's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.18% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Blackstone Mortgage Trust's debt-to-equity ratio surpasses industry norms, standing at 4.15. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
<h2>The Core of Analyst Ratings: What Every Investor Should Know</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

BXMT

Deep Dive Into Blackstone Mortgage Trust Stock: Analyst Perspectives (8 Ratings)

Sea (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>) underwent analysis by 8 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">4</td>
<td align="right">3</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">3</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $159.12, a high estimate of $182.00, and a low estimate of $135.00. This upward trend is evident, with the current average reflecting a 15.4% increase from the previous average price target of $137.88.
<img src="https://www.benzinga.com/files/images/story/2025/1744837223_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
A clear picture of Sea's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Ranjan Sharma &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $135.00&#x7C;$160.00 &#x7C; 
&#x7C;Rob Sanderson &#x7C;Loop Capital &#x7C;Raises &#x7C;Buy &#x7C; $165.00&#x7C;$135.00 &#x7C; 
&#x7C;Navin Killa &#x7C;UBS &#x7C;Raises &#x7C;Buy &#x7C; $176.00&#x7C;$135.00 &#x7C; 
&#x7C;Jiong Shao &#x7C;Barclays &#x7C;Raises &#x7C;Overweight &#x7C; $182.00&#x7C;$148.00 &#x7C; 
&#x7C;Fawne Jiang &#x7C;Benchmark &#x7C;Raises &#x7C;Buy &#x7C; $150.00&#x7C;$130.00 &#x7C; 
&#x7C;Ranjan Sharma &#x7C;JP Morgan &#x7C;Raises &#x7C;Overweight &#x7C; $160.00&#x7C;$133.00 &#x7C; 
&#x7C;Thomas Chong &#x7C;Jefferies &#x7C;Raises &#x7C;Buy &#x7C; $157.00&#x7C;$131.00 &#x7C; 
&#x7C;Jiong Shao &#x7C;Barclays &#x7C;Raises &#x7C;Overweight &#x7C; $148.00&#x7C;$131.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Sea. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Sea compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Sea's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Sea's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/SE/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Sea analyst ratings.</a>
<h2>Discovering Sea: A Closer Look</h2>
Sea started as a gaming business, Garena, but in 2015 expanded into e-commerce. Sea operates Southeast Asia's largest e-commerce company, Shopee, in terms of gross merchandise value. Shopee is a hybrid C2C and B2C marketplace platform operating in Indonesia, Taiwan, Vietnam, Thailand, Malaysia, the Philippines, and Brazil. For Garena, Free Fire is the key revenue generating game. Sea's third business, SeaMoney, provides lending, payment, digital banking, and insurance services.As of March 31, 2024, Forrest Xiaodong Li, the founder, chairman and CEO, owned 59.8% of voting power and 18.5% of issued shares. Tencent owned 18.2% of issued shares with no voting power.
<h3>Sea: Financial Performance Dissected</h3>
Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.
Revenue Growth: Sea's revenue growth over a period of 3M has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 14.38%. This indicates a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Communication Services sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 4.79%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Sea's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 2.91%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.07%, the company showcases effective utilization of assets.
Debt Management: Sea's debt-to-equity ratio is below the industry average at 0.49, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: Simplified</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

What Analysts Are Saying About Sea Stock

Looking into the current session, Huntington Bancshares Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HBAN#NASDAQ">HBAN</a>) shares are trading at $13.27, after a 0.97% decrease. Over the past month, the stock decreased by 11.36%, but over the past year, it actually spiked by 0.68%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. 

<img src="https://www.benzinga.com/files/images/story/2025/1744837222_0.png" alt="Past Year Chart" />

<h3>How Does Huntington Bancshares P/E Compare to Other Companies?</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of the 11.74 in the Banks industry, Huntington Bancshares Inc. has a lower P/E ratio of 10.98. Shareholders might be inclined to think that the stock might perform worse than it's industry peers. It's also possible that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1744837222_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

Markets

HBAN

Price Over Earnings Overview: Huntington Bancshares

In the latest quarter, 8 analysts provided ratings for Samsara (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IOT#NYSE">IOT</a>), showcasing a mix of bullish and bearish perspectives.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">5</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $48.38, with a high estimate of $54.00 and a low estimate of $42.00. A negative shift in sentiment is evident as analysts have decreased the average price target by 9.99%. 
<img src="https://www.benzinga.com/files/images/story/2025/1744837215_0_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The standing of Samsara among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Keith Weiss &#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $50.00&#x7C;$56.00 &#x7C; 
&#x7C;James Fish &#x7C;Piper Sandler &#x7C;Lowers &#x7C;Overweight &#x7C; $44.00&#x7C;$50.00 &#x7C; 
&#x7C;Daniel Jester &#x7C;BMO Capital &#x7C;Maintains &#x7C;Outperform &#x7C; $48.00&#x7C;$48.00 &#x7C; 
&#x7C;James Fish &#x7C;Piper Sandler &#x7C;Maintains &#x7C;Overweight &#x7C; $50.00&#x7C;$50.00 &#x7C; 
&#x7C;Matthew Hedberg &#x7C;RBC Capital &#x7C;Lowers &#x7C;Outperform &#x7C; $54.00&#x7C;$64.00 &#x7C; 
&#x7C;Junaid Siddiqui &#x7C;Truist Securities &#x7C;Lowers &#x7C;Hold &#x7C; $42.00&#x7C;$50.00 &#x7C; 
&#x7C;Daniel Jester &#x7C;BMO Capital &#x7C;Lowers &#x7C;Market Perform &#x7C; $48.00&#x7C;$57.00 &#x7C; 
&#x7C;Michael Turrin &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Overweight &#x7C; $51.00&#x7C;$55.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Samsara. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Samsara compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Samsara's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Samsara's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/IOT/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Samsara analyst ratings.</a>
<h2>Get to Know Samsara Better</h2>
Samsara Inc provides an end-to-end solution for operations. The company's Connected Operations Platform consolidates data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and makes it easy for organizations to access, analyze, and act on data insights using its cloud dashboard, custom alerts and reports, mobile apps, and workflows.. The company derives almost all of its revenue from subscription services. Geographically, it derives a majority of its revenue from the United States. The company's customers ranges from small and medium-sized businesses to state and local governments.
<h3>Understanding the Numbers: Samsara's Finances</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Samsara's revenue growth over a period of 3M has been noteworthy. As of 31 January, 2025, the company achieved a revenue growth rate of approximately 25.34%. This indicates a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of -3.23%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Samsara's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of -1.08%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Samsara's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of -0.58%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Samsara's debt-to-equity ratio is below the industry average. With a ratio of 0.08, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>Analyst Ratings: What Are They?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying Samsara: Insights From 8 Analyst Reviews

Intercontinental Exchange (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ICE#NYSE">ICE</a>) has outperformed the market over the past 15 years by 3.32% on an annualized basis producing an average annual return of 13.61%. Currently, Intercontinental Exchange has a market capitalization of $91.03 billion. 
Buying $1000 In ICE: If an investor had bought $1000 of ICE stock 15 years ago, it would be worth $7,081.43 today based on a price of $158.44 for ICE at the time of writing.
<h3>Intercontinental Exchange's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744837215_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much You Would Have Made Owning Intercontinental Exchange Stock In The Last 15 Years

Kinder Morgan Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>) reported first-quarter financial results after the market close on Wednesday. Here&#8217;s a look at the key details <a href="https://www.benzinga.com/pressreleases/25/04/b44851818/kinder-morgan-reports-first-quarter-2025-financial-results">from the quarter</a>.
Q1 Earnings: Kinder Morgan reported first-quarter revenue of $4.24 billion, missing the&nbsp;<a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">consensus estimate</a>&nbsp;of $4.08 billion, according to&nbsp;<a href="http://pro.benzinga.com" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>. The energy infrastructure company reported adjusted quarterly earnings of 34 cents per share, missing analyst estimates of 35 cents per share.
Kinder Morgan reported first-quarter net income attributable to the company of $717 million, and adjusted EBITDA of $2.16 billion, up 1% year-over-year.
The company highlighted 8% backlog growth, driven by strong natural gas demand. Kinder Morgan noted that it&#8217;s actively pursuing &#8220;well over&#8221; 5 billion cubic feet per day of opportunities to serve the natural gas power generation sector.
See Also: <a href="https://www.benzinga.com/government/regulations/25/04/44850992/stocks-sink-as-powell-dismisses-fed-put-safety-net-gold-extends-massive-lead-over-nasdaq">Stocks Sink As Powell Dismisses &#8216;Fed Put&#8217; Safety Net, Gold Extends Massive Lead Over Nasdaq</a>
The company&#8217;s board approved a cash dividend of $0.2925&nbsp;per share for the&nbsp;first quarter, payable on May 15 to shareholders of record as of April 30. Kinder Morgan expects to declare dividends of $1.17 per share in total for 2025. 
&#8220;Obviously we are going through turbulent times, with some voicing fears of an economic downturn. History shows that our company is largely insulated against temporary volatility, due to our time-tested business model structured around long-term take-or-pay, fee-based contracts with credit-worthy customers. As has been the case in past periods of economic instability, our company can be a safe haven during the storm,&#8221; said Richard Kinder, executive chairman of Kinder Morgan.
&#8220;Looking past this temporary turbulence, we see a bright future based on robust market fundamentals combined with regulatory relief and a commitment to expediting energy infrastructure projects at the federal level.&#8221;
Guidance: Kinder Morgan expects full-year 2025 earnings of $1.27 per share versus <a href="http://pro.benzinga.com">Benzinga Pro</a> estimates of $1.28 per share. Kinder Morgan expects full-year net income attributable to the company to be up 8% compared to 2024. 
Kinder Morgan executives will further discuss the quarter on a conference call with investors and analysts at 4:30 p.m. ET.
KMI Price Action: <a href="http://benzinga.com/quote/kmi" target="_blank" rel="noreferrer noopener">Kinder Morgan shares</a> were up 0.37% after hours, trading at $27.105 at the time of publication Wednesday, according to <a href="http://pro.benzinga.com" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
Read Next:
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</ul>
Photo: <a href="https://www.shutterstock.com/g/JHVEPhoto">JHVEPhoto</a>/Shutterstock.

Guidance

Kinder Morgan Q1 Earnings: Revenue Beat, EPS Miss, Forward Guidance — 'Our Company Can Be A Safe Haven During The Storm'

Outlook for 2025
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Low End of</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">High End of</td>
</tr>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Guidance for 2025</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">Guidance for 2025</td>
</tr>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">(Per share/unit)</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">(Per share/unit)</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Net Income Available to Common Stockholders and Unitholders</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1.52</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1.62</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Add:&nbsp; Depreciation and Other Amortization of Real Estate (1)</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">1.37</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">1.37</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Less:&nbsp; Gain on Sale of Real Estate Through April 16, 2025 (1)</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">(0.02)</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">(0.02)</td>
</tr>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">NAREIT Funds From Operations</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2.87</td>
<td colspan="1" rowspan="1"> &nbsp;</td>
<td colspan="1" rowspan="1">$&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2.97</td>
</tr>
</tbody>
</table>
</figure><figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1"> &nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">(1) Amounts include our share from a joint venture and are net of any associated income tax provision or benefit.</td>
</tr>
</tbody>
</table>
</figure>
The following assumptions were used for guidance:
<ul>
<li>Average quarter-end in service occupancy of 95.0% to 96.0%.</li>
<li>SS NOI growth on a cash basis before termination fees of 6.0% to 7.0%. This range excludes $4.5 million of income related to the 3Q24 accelerated recognition of a tenant improvement reimbursement.</li>
<li>Includes the incremental costs expected in 2025 related to the Company's completed and under construction developments as of March 31, 2025 and the aforementioned planned second quarter starts of First Park 121 Building F and First Park New Castle Building B. In total, the Company expects to capitalize $0.09 per share of interest in 2025.</li>
<li>General and administrative expense ("G&amp;A") of $40.5 million to $41.5 million.</li>
<li>Guidance does not include the impact of any future investments, property sales, debt repurchases prior to maturity, debt issuances, or equity issuances post the date of this press release.</li>
</ul>

First Industrial Realty Trust Sees FY25 EPS $1.52-$162 Vs $1.62 Est.; Sees FY25 NAREIT FFO $2.87-$2.97

<h2 class="wp-block-heading">1. Timing and trend sensitivity are now table stakes</h2>
From AI infrastructure to next-gen consumer platforms, investors are increasingly drawn to founders who can spot a wave before it breaks. Founders who possess a strong grasp of emerging cultural trends and the understanding to strategically time their market entry are increasingly attractive to investors.
It&#8217;s not just about identifying a prospective sector, but understanding the subtle shifts in consumer behavior, technological progress, and societal changes that create opportunities for innovation. Whether it&#8217;s the rise of AI or the evolution of entertainment platforms, the ability to anticipate and position a venture at the right moment is crucial. Investors understand that even the best ideas can fail if the timing is off or they fail to move with the prevailing zeitgeist.
Gaming and entertainment are perfect examples of industries shaped by cultural timing. Neither the rapid growth of live streaming and interactive platforms nor the emergence of alternative mobile app stores could be purely attributed to new technologies. The shift was equally driven by shifts in social behaviors, media consumption and evolving regulations. Founders who understood these trends and timed their moves accordingly often found significant success.
Good examples here are the<a href="https://techcrunch.com/2024/08/16/fortnite-maker-epic-games-launches-its-app-store-on-ios-in-the-eu-worldwide-on-android/"> Epic Games Store</a> and<a href="https://techcrunch.com/2025/03/13/skich-challenges-epic-games-with-an-alternative-app-store-on-ios-in-the-eu/"> Skich</a>, which launched the first alternative games-focused iOS mobile stores in Europe following the recent implementation of a new regulation in the EU known as the Digital Markets Act (DMA). The DMA aims to foster fairness and competition by establishing various obligations and restrictions on major tech companies like Apple.
A key example is the prohibition it places on iOS from preventing the operation of third-party app stores. Conversely, even good projects can struggle if they misjudge the cultural moment. Therefore, a keen sense of timing and trend sensitivity is now a fundamental requirement for securing investment and achieving lasting growth in today&#8217;s fast-paced market.
<h2 class="wp-block-heading">2. Obsession with audience = product-market fit advantage</h2>
Whether it's mid-sized enterprise clients or Gen Z gamers, founders who build with true industry insight over gut feelings and assumptions are the ones getting funded. This approach ensures products resonate and address real needs, reducing investment risk. In 2025, understanding and establishing rapport with your user base is everything.
This understanding is best demonstrated through user feedback, community engagement, and data-driven iteration. In the games industry, for example, companies strive to build an audience around their products as early as possible. They create channels on Discord, engage with their audience on Reddit and Gameram, and share updates on X (formerly Twitter) and mirroring posts on the increasingly popular Bluesky.&nbsp;
Founders who can articulate their audience&#8217;s behaviors and motivations have a powerful edge. This detailed insight informs product development, marketing, and customer retention. A reliable metric that a PC game has resonated with its target audience is, for instance, the number of wishlists and following users it has on Steam.
Just recently, for example, Ubisoft and Unfrozen<a href="https://gamespace.com/all-articles/news/heroes-of-might-magic-olden-era-hit-500k-wishlists/"> announced</a> that their game Heroes of Might &amp; Magic: Olden Era, a continuation of the legendary game series, has garnered over 500,000 wishlists, which is considered a significant achievement. Savvy investors see this strong user connection as a sign of a sustainable business and a higher chance of long-term success.
<h2 class="wp-block-heading">3. Talent is a leading indicator of potential</h2>
Great people follow great ideas. A founder&#8217;s ability to attract top talent in engineering, creative, and commercial roles (regardless of sector) strongly indicates future potential. Assembling a high-caliber team is an early indicator of a compelling vision and the founder&#8217;s ability to execute on it. This assures investors that the necessary skills for success are in place, boosting long-term credibility across any sector. Furthermore, the quality of the initial hires often sets the standard for future recruitment, creating a positive feedback loop for talent acquisition.
A strong team amplifies the founder&#8217;s vision, bringing diverse skills and networks that accelerate progress. This early validation by experienced professionals also serves as a powerful endorsement of the founder&#8217;s leadership and the viability of the venture itself. Investors know that a capable team is crucial for navigating challenges and seizing opportunities. Attracting top talent reduces execution risk and increases the chances of further investment and lasting competitive advantage.
<h2 class="wp-block-heading">4. Building defensibility from the start is a must</h2>
In 2025, it's not just about getting to market fast — it's about staying there. Investors are looking for signs that a startup can maintain a competitive advantage over time and balance sustainability and growth. Whether through IP, proprietary tech, or a fiercely loyal community, founders need to think about moats earlier than ever. This applies across industries – from fintech to gaming to AI tools. A clearly defined and defensible competitive advantage significantly increases a startup&#8217;s valuation and attractiveness to potential acquirers down the line.
Early defensibility is key for long-term viability. Investors look for sustainable advantages to protect against competition. Founders who have a clear plan for building these moats from the beginning show a strong understanding of the market and a commitment to lasting value, making their startups more attractive. One example of such a moat is the first-mover advantage. For instance, Twitch, launched in 2011, benefits significantly from this.
According to<a href="https://streamscharts.com/platforms"> StreamsCharts</a> data from April 2025, Twitch has roughly five times more average concurrent viewers than its main competitor Kick, which launched much later in October 2022. This difference in audience size demonstrates the kind of unassailable foothold a confident first-mover can establish in the market.
<h2 class="wp-block-heading">5. Investors want clarity on monetization — vision isn't enough</h2>
Founders across all industries need to show a path to sustainable revenue. Whether you&#8217;re building a SaaS tool or a mobile game, making an initial splash isn't enough; the ability to monetize long-term is a key differentiator. This requires a realistic strategy and understanding the target audience&#8217;s willingness to pay. Articulating a clear pricing strategy and demonstrating early traction with paying customers can significantly bolster investor confidence.
Monetization plans must also be scalable and align with the business model. Investors want to see how revenue will grow and generate returns. A clear plan with realistic projections gives confidence that the founder has a viable path to a profitable business. This focus on revenue models is now very important for investors. Clearly outlining key performance indicators (KPIs) related to revenue generation will further strengthen your investment thesis and make your product attractive to both investors and savvy end users who are looking for something long-term.

Opinion

Success Stories

Startups

The 5 Traits That Make Founders Stand Out To Investors

American International Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIG#NYSE">AIG</a>) has outperformed the market over the past 5 years by 1.16% on an annualized basis producing an average annual return of 15.15%. Currently, American International Gr has a market capitalization of $48.05 billion. 
Buying $1000 In AIG: If an investor had bought $1000 of AIG stock 5 years ago, it would be worth $2,044.70 today based on a price of $80.98 for AIG at the time of writing.
<h3>American International Gr's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744836311_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

Synovus Finl (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNV#NYSE">SNV</a>) reported quarterly earnings of $1.30 per share which beat the analyst consensus estimate of $1.12 by 16.07 percent. This is a 64.56 percent increase over earnings of $0.79 per share from the same period last year. The company reported quarterly sales of $570.85 million which beat the analyst consensus estimate of $570.13 million by 0.13 percent. This is a 6.16 percent increase over sales of $537.73 million the same period last year.

Earnings Beats

Synovus Finl Q1 Adj $1.30 Beats $1.12 Estimate, Sales $570.85M Beat $570.13M Estimate

The first-quarter <a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">semiconductor earnings parade</a> kicks off with ASML Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) <a target="_blank" href="https://www.benzinga.com/25/04/44832382/nvidia-supplier-asml-beats-revenue-and-eps-estimates-euv-product-mix-performance-milestones-drive-q1-says-ceo" rel="noreferrer noopener">on Wednesday</a> and Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) on Thursday, followed by the U.S. semi and semicap peers in the following week.
For U.S. chip vendors, BofA Securities analysts Vivek Arya and Duksan Jang expect first-quarter results to beat as their original outlook was likely conservative and tariff-related pull-ins created a better demand environment.
However, the second-quarter outlook could be in line as companies could widen the guidance range.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/25/04/44841545/applied-materials-lam-research-kla-drop-amid-fresh-trade-war-fears-revenue-risk" rel="noreferrer noopener">Applied Materials, Lam Research, KLA Drop Amid Fresh Trade War Fears, Revenue Risk</a>
Regarding tariff impact, Arya and Jang expect U.S. chip companies to follow the example of early reporting companies Taiwan Semiconductor, ASML, Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), and Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>).
The analysts generically express concern on second-half demand headwinds and quantified gross margin headwinds from inflationary supply chain movements (such as Nvidia Corp (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nvda#NASDAQ">NVDA</a>) and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)) and higher U.S. sourcing.
Overall, semi-industry overhangs could persist pending clarity on new sectoral tariff rates (next several weeks), China retaliation, U.S. reciprocal tariffs, and AI diffusion rules (May 15).
On the positive side, despite some downside to estimates, valuation has become more compelling for high-quality areas in cloud/AI (Nvidia, Broadcom Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/avgo#NASDAQ">AVGO</a>)), design software (Cadence Design Systems, Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/cdns#NASDAQ">CDNS</a>), Synopsys, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>)) and semicap (Lam Research, KLA Corp (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/klac#NASDAQ">KLAC</a>)).
The analysts laid down two potential scenarios, which are modest tariff impact and dire tariff impact. Their modest scenario aligns with limited China and reciprocal tariffs, while the dire scenario implies the implementation of specific sectoral tariffs on semis/electronics (tariff rates not yet announced).
In a modest scenario, tariffs could drive roughly ~4% hit to calendar 2025 sales and ~6% hit to calendar 2026 versus current consensus, with EPS declines mostly ranging between 5%-25% (12%-13% average) inclusive of 150bps gross margin hit.
In a dire scenario, estimates could be further pushed down, with a 9% and 12% sales decline in calendar 2025 and 2026 and EPS declines mostly ranging between 15%-50% (25%-30% average) inclusive of a 500bps gross margin hit.
For revenue impact, the analysts noted companies with AI/cloud/industrial exposures to fare better in a potential tariff-induced demand downturn.
At the same time, those with consumer/auto are at greater risk. Nvidia, Lam Research, Cadence Design Systems, Synopsys, and Applied Materials, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) are among the companies with the least potential sales impact (at -1% to -6% sales impact), while Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>), ON Semiconductor Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) could fare worse (at -7% to -9% impact).
Importantly, even under the above distressed EPS scenario (dire tariffs), Nvidia, Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), Synopsys, and Marvell Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) have a 30%+ potential upside to historical P/E or PEG multiple at current stock price.
In a modest tariff scenario, the EPS hits of 12%-13% (2-2.5 times sales) are well below the 30%-40% reductions the analysts have seen in prior market downturns. However, the primary concern is PE multiple compression due to enhanced market risks.
The SOX index is currently trading at ~18 times forward PE, below the broader SPX at ~20 times, though above the 12-14 times PE at prior semi-industry downturns. Notably, the SOX index has more than given up the ~20% PE premium it gained during AI-fueled stock gains in calendar 2023 and 2024.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44844097/amd-flags-800-million-risk-from-new-us-chip-export-rules-as-china-tariffs-add-pressure" target="_blank" rel="noreferrer noopener">AMD Flags $800 Million Risk From New US Chip Export Rules As China Tariffs Add Pressure</a></li>
</ul>
Photo via Shutterstock

Tech

AMAT

ASML

AVGO

CDNS

INTC

KLAC

LRCX

MRVL

NVDA

NXPI

SNPS

These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel

F N B (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FNB#NYSE">FNB</a>) reported quarterly earnings of $0.32 per share which beat the analyst consensus estimate of $0.30 by 6.67 percent. This is a 5.88 percent decrease over earnings of $0.34 per share from the same period last year. The company reported quarterly sales of $411.61 million which beat the analyst consensus estimate of $409.66 million by 0.48 percent. This is a 1.17 percent increase over sales of $406.87 million the same period last year.

F N B Q1 Adj $0.32 Beats $0.30 Estimate, Sales $411.61M Beat $410.217M Estimate

First Industrial Realty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FR#NYSE">FR</a>) reported quarterly earnings of $0.68 per share which missed the analyst consensus estimate of $0.70 by 2.86 percent. This is a 13.33 percent increase over earnings of $0.60 per share from the same period last year. The company reported quarterly sales of $177.07 million which beat the analyst consensus estimate of $177.05 million by 0.01 percent. This is a 9.12 percent increase over sales of $162.27 million the same period last year.

Earnings Misses

First Industrial Realty Q1 FFO $0.68 Misses $0.70 Estimate, Sales $177.07M Beat $176.254M Estimate

Offerings

ERNA

Rnexa Therapeutics Files Prospectus For Resale Of 10.4M Shares Of Common Stock

Legal

Press Releases

STOCKHOLDER ALERT: Pending Securities Fraud Lawsuit Against Viatris (NASDAQ: VTRS)

The Gross Law Firm Notifies Viatris Inc. Investors of a Class Action Lawsuit and Upcoming Deadline – VTRS

VTRS INVESTOR DEADLINE: Robbins Geller Rudman & Dowd LLP Announces that Viatris Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

VTRS Investors Have Opportunity to Lead Viatris Inc. Securities Fraud Lawsuit

Bragar Eagel & Squire, P.C. Reminds Investors That Class Action Lawsuits Have Been Filed Against Viatris, Canopy Growth, and Everus and Encourages Investors to Contact the Firm

VIATRIS SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: KAHN SWICK & FOTI, LLC REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Viatris Inc. - VTRS

Viatris Inc. (VTRS) Investors Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit

VTRS INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Viatris Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit

Robbins LLP Reminds VTRS Stockholders With Large Losses to Contact the Firm for Information About Leading the Class Action Lawsuit Against Viatris Inc.

ROSEN, A RANKED AND LEADING FIRM, Encourages Viatris Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – VTRS

VTRS

Amneal Pharmaceuticals, Inc. - Class A Common Stock

Amneal Pharmaceuticals

Axsome Therapeutics

AstraZeneca PLC - American Depositary Shares

AstraZeneca

Bristol-Myers Squibb Company Common Stock

Bristol-Myers Squibb

Corcept Therapeutics Incorporated - Common Stock

Corcept Therapeutics

Elanco Animal Health Incorporated Common Stock

Elanco Animal Health

GSK plc American Depositary Shares (Each representing two Ordinary Shares)

HUTCHMED (China) Limited - American Depositary Shares

HUTCHMED (China)

Haleon plc American Depositary Shares (Each representing two Ordinary Shares)

Haleon

Jazz Pharmaceuticals plc - Ordinary Shares

Jazz Pharmaceuticals

Johnson & Johnson

Eli Lilly

Merck & Co

Novo Nordisk

Novartis

Organon

Prestige Consumer Healthcare Inc. Common Stock

Prestige Consumer

Pfizer

Dr. Reddy's Laboratories Ltd Common Stock

Dr Reddy's Laboratories

Royalty Pharma plc - Class A Ordinary Shares

Royalty Pharma

Sanofi

Takeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)

Takeda Pharmaceutical Co

Teva Pharmaceutical Industries Limited American Depositary Shares

Teva Pharmaceutical Indus

Verona Pharma plc - American Depositary Shares

Verona Pharma

Zoetis

Jefferies

Piper Sandler

Barclays

B of A Securities

BMO Capital

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Nestle Sponsored representing Registered Shares Series B

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How Cosmos Health&#39;s Acquisition Of Almost 100-Year-Old Company, Adding To Capabilities Like Contract Manufacturing, Could Generate Over $10 Million In Annual Gross Profit

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Viatris

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Viatris (NASDAQ:VTRS) Stock, Rapport sur les intérêts à découvert

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PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL