Shiseido Jumps as Much as 11% After Profit Beats Estimates
Shiseido's operating profit was ¥10.9 billion ($73.8 million) for the three months ended June, according to a company statement Wednesday. That compares with the average analyst expectation of ¥7.9 billion.
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15 minutes ago
- Yahoo
Analysts Have Made A Financial Statement On Harbour Energy plc's (LON:HBR) Interim Report
It's been a pretty great week for Harbour Energy plc (LON:HBR) shareholders, with its shares surging 18% to UK£2.27 in the week since its latest half-year results. Revenues were in line with expectations, at US$5.2b, while statutory losses ballooned to US$0.12 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Taking into account the latest results, Harbour Energy's eight analysts currently expect revenues in 2025 to be US$9.70b, approximately in line with the last 12 months. Harbour Energy is also expected to turn profitable, with statutory earnings of US$0.46 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$9.58b and earnings per share (EPS) of US$0.41 in 2025. Although the revenue estimates have not really changed, we can see there's been a solid gain to earnings per share expectations, suggesting that the analysts have become more bullish after the latest result. See our latest analysis for Harbour Energy The consensus price target was unchanged at UK£2.78, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Harbour Energy at UK£3.77 per share, while the most bearish prices it at UK£1.99. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Harbour Energy's revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 2.5% growth on an annualised basis. This is compared to a historical growth rate of 21% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 13% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Harbour Energy. The Bottom Line The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Harbour Energy following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Harbour Energy's revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Harbour Energy analysts - going out to 2027, and you can see them free on our platform here. It is also worth noting that we have found 2 warning signs for Harbour Energy (1 is potentially serious!) that you need to take into consideration. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
44 minutes ago
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Thinking of Buying Alibaba Stock? Here's 1 Green Flag and 1 Red Flag.
Key Points AI cloud could be the answer to Alibaba's next phase of growth. But core e-commerce is still dragging. Investors should have the right expectations when investing in the stock. 10 stocks we like better than Alibaba Group › Alibaba (NYSE: BABA) was once the crown jewel of China's internet economy. Today, it's more complicated. The e-commerce giant has faced regulatory crackdowns, weakening Chinese consumer marketing, and fierce competition from fast-moving rivals like Pinduoduo and Douyin. Yet beneath the surface, Alibaba is quietly undergoing a significant transformation -- one that could define its next decade. For investors considering the stock today, here's one green flag that signals long-term potential, and one red flag that still casts a shadow. Green flag: AI and cloud could rewrite Alibaba's growth story Alibaba is no longer content with being just an e-commerce platform. Its most ambitious bet today is on becoming an artificial intelligence (AI)-native enterprise -- and the heart of that shift lies in Alibaba Cloud. Once seen as a lower-margin, China-centric hosting business, Alibaba Cloud has repositioned itself around artificial intelligence. At the core of this transition is its integration with Qwen -- Alibaba's open-source large language model (LLM), which significantly expands the platform's reach beyond just cloud infrastructure. Qwen itself is no lightweight. The latest version, Qwen3, rivals the performance of OpenAI's GPT-4 and Google's Gemini in several benchmark tasks. But that's just one part of the story. The most significant strategic move that Alibaba Cloud has undertaken for Qwen is to make it open-source, inviting anyone to leverage its model to build their own AI applications. This open AI strategy positions Alibaba Cloud to expand beyond China into emerging markets and Southeast Asia, especially in markets where U.S. tech dominance is weaker. As developers build on Qwen, they will naturally utilize other services offered by Alibaba. In other words, Alibaba Cloud aims to become a full-stack AI ecosystem for developers and businesses. Besides investing in Qwen, Alibaba Cloud is also doubling down on its investment in core infrastructure, aiming to invest around $50 billion in the next three years. This planned investment will exceed Alibaba's total AI and cloud spending over the past decade, demonstrating the company's commitment to becoming a leading AI cloud provider. If successful, AI and cloud computing could become Alibaba's growth driver for the next decade, just as AWS is now a key growth driver for Amazon. Red flag: Core e-commerce is still struggling to regain its past glory While AI captures investor attention, Alibaba's core revenue continues to come from domestic commerce. In fiscal year 2025 (ended March 31), this segment accounted for 45% of revenue and 113% of adjusted earnings before interest, taxes, and amortization (EBITA) -- a sign that Alibaba's profits remain heavily dependent on its e-commerce operations. Note that EBITA was 113% since other segments recorded a combined loss in 2024. But growth is sluggish. In fiscal year 2025, ended March 31, 2025, Taobao and Tmall revenue grew just 3%, as consumer sentiment in China remained soft amid a weak economic backdrop and ongoing geopolitical tensions. At the same time, Alibaba is facing intense competition from Pinduoduo's low-price strategy and Douyin's short video commerce -- both of which are quickly capturing market share. Alibaba has attempted to respond by incorporating AI into its shopping experiences and intensifying efforts to reengage merchants and users. Encouragingly, domestic e-commerce revenue grew 9% year over year in the March 2025 quarter -- a notable improvement from the full-year trend. If Alibaba can sustain its execution, it can continue to ride the tailwinds of a growing GDP per capita and a growing retail industry. Still, Alibaba has to prove it can sustain this momentum. The structural pressures -- from competition to shifts in consumer behavior -- won't disappear overnight. What does it mean for investors? Alibaba is at a crossroads. On one hand, it's laying the foundation for long-term success through open-source AI, cloud infrastructure, and international expansion. On the other hand, its dominant Chinese e-commerce business is facing challenges that may persist for some time. For investors looking for short-term upside, there are cleaner growth stories elsewhere. However, those willing to wait for the AI flywheel to turn and who believe Alibaba can navigate China's evolving economic landscape may find this to be an underappreciated opportunity. Either way, Alibaba deserves a spot on your radar. Should you invest $1,000 in Alibaba Group right now? Before you buy stock in Alibaba Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alibaba Group wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Lawrence Nga has positions in Alibaba Group and PDD Holdings. The Motley Fool has positions in and recommends Amazon. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy. Thinking of Buying Alibaba Stock? Here's 1 Green Flag and 1 Red Flag. was originally published by The Motley Fool
Yahoo
an hour ago
- Yahoo
Hims & Hers Shares Plunge. Is This a Buying Opportunity or Should Investors Run for the Hills?
Key Points Hims & Hers Health continues to post robust growth. Shares sold off, however, after revenue missed analyst expectations. The stock is still reasonably valued given its growth prospects. 10 stocks we like better than Hims & Hers Health › Hims & Hers Health (NYSE: HIMS) is one of the most volatile stocks on the market at the moment, prone to big swings in either direction. This is true even intraday, as the stock plunged following the company's second-quarter results, only to rally back, only to plunge again. As of this writing, the stock is still trading up more than 130% this year. Let's take a closer look at the most recent earnings results for this telehealth company focused on providing accessible and affordable healthcare solutions for various health and wellness needs, and its prospects. Who knows, you might want to jump in on this somewhat volatile growth stock. Hims saw strong revenue growth in Q2 Hims & Hers continued to deliver outstanding revenue growth in Q2, with sales climbing 73% year over year to $544.8 million. That was toward the high end of its forecast for revenue of $530 million to $550 million, but it missed analyst expectations for revenue of $552 million. Monthly online revenue per subscriber jumped 30% to $74 per month, while the number of subscribers climbed 31% to nearly 2.44 million. The company said that the number of subscribers in both oral weight loss and dermatology grew more than 55% in the quarter. Customers using at least one personalized subscription increased by 89% to 1.5 million, representing more than 60% of the Hims & Hers subscriber base. It said that 70% of new patients who join the platform use a personalized treatment plan, and that the number of subscribers using a personalized treatment plan to treat multiple conditions skyrocketed 170% to more than 500,000. Revenue from GLP-1 weight loss drugs fell from $230 million in Q1 to $190 million in Q2, after Novo Nordisk ended a partnership with the telehealth company. Nonetheless, it still expects to generate $725 million of revenue this year from weight loss drugs, led by oral weight loss products and personalized doses. Hims & Hers continues to spend heavily on marketing to attract new customers. During the quarter, its marketing spending jumped 50% to nearly $218 million. Marketing expenses took up 40% of revenue in the quarter, though that was down from 46% a year ago, so the company continues to see leverage in this area despite the increased spending. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) surged to $82.2 million from $39.3 million a year ago. Adjusted earnings per share (EPS) came in at $0.17, topping the $0.15 analyst consensus as compiled by LSEG. Metric Q1 Results Growth (YOY) Revenue $544.8 million 73% Monthly online revenue per subscriber $74 30% Subscribers 2.44 million 31% Adjusted EBITDA $82.2 million 109% Adjusted EPS $0.17 183% Marketing expense $231 million 77% Marketing as % of revenue 40% (600 basis points) Gross margin 76% (500 basis points) Data source: Hims & Hers Health. YOY = year over year. Looking ahead, Hims & Hers maintained its forecast for 2025 revenue to be between $2.3 billion and $2.4 billion, equal to growth of 56% to 63%. It also kept its adjusted EBITDA guidance of $295 million to $335 million. For Q3, it projected revenue of between $570 million and $590 million, and adjusted EBITDA of $60 million to $70 million. The company is starting to look toward international expansion to bolster growth. It will begin by focusing on Canada next year, while its acquisition of Zava in July will help it expand into Europe. It also anticipates entering the Latin American and Asian markets in the coming years. Hims & Hers also continues to expand into new areas. It will launch hormonal health soon, starting with lab testing. The company believes this will help it reach its targets of $6.5 billion in revenue and $1.3 billion in adjusted EBITDA in 2030. Is the stock a buy? Hims & Hers continues to be a growth engine. Even though there's been some disruption from its spat with Novo Nordisk, it is still seeing strong growth across different health categories. With the company moving into new areas, like hormonal health and longevity, and looking to expand internationally, it has a lot of growth opportunities ahead. Meanwhile, with the majority of its subscribers on personalized treatment plans, it has a pretty sticky user base. From a valuation standpoint, the stock trades at a forward price-to-earnings (P/E) ratio of around 55 based on the analyst consensus for 2025. But its forward price/earnings-to-growth ratio (PEG) is under 0.6, and stocks with PEG ratios below 1 are usually considered undervalued. Given that it operates a subscription business with high gross margins, you can also look at the stock from a price-to-sales perspective; on that front, it trades at a multiple of 5.5 times 2025 analyst estimates. Overall, I'd say, based on the type of business the company is in, that it's still reasonably priced. However, it's still a volatile stock that carries some risk depending on what happens in the weight loss segment. Still, I really like its international opportunity, and think Hims & Hers Health could have solid long-term upside from here. Should you invest $1,000 in Hims & Hers Health right now? Before you buy stock in Hims & Hers Health, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Hims & Hers Health wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,427!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,119,863!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 4, 2025 Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Hims & Hers Health. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy. Hims & Hers Shares Plunge. Is This a Buying Opportunity or Should Investors Run for the Hills? was originally published by The Motley Fool 登入存取你的投資組合
