UBS Remains a Buy on Boeing (BA)
In a report released today, Gavin Parsons from UBS maintained a Buy rating on Boeing (BA – Research Report), with a price target of $226.00. The company's shares closed today at $208.18.
Confident Investing Starts Here:
Parsons covers the Industrials sector, focusing on stocks such as Boeing, Booz Allen, and HEICO. According to TipRanks, Parsons has an average return of 4.6% and a 70.00% success rate on recommended stocks.
In addition to UBS, Boeing also received a Buy from William Blair's Louie DiPalma in a report issued today. However, on May 16, Morgan Stanley reiterated a Hold rating on Boeing (NYSE: BA).
The company has a one-year high of $209.66 and a one-year low of $128.88. Currently, Boeing has an average volume of 9.32M.
Based on the recent corporate insider activity of 39 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of BA in relation to earlier this year. Earlier this month, Brendan J. Nelson, the SVP, President, Boeing Global of BA sold 640.00 shares for a total of $132,019.20.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
33 minutes ago
- Yahoo
Hewlett Packard Enterprise (NYSE:HPE) Beats Q1 Sales Targets, Provides Optimistic Revenue Guidance for Next Quarter
Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) beat Wall Street's revenue expectations in Q1 CY2025, with sales up 5.9% year on year to $7.63 billion. Guidance for next quarter's revenue was optimistic at $8.35 billion at the midpoint, 2.1% above analysts' estimates. Its non-GAAP profit of $0.38 per share was 16.3% above analysts' consensus estimates. Is now the time to buy Hewlett Packard Enterprise? Find out in our full research report. Revenue: $7.63 billion vs analyst estimates of $7.46 billion (5.9% year-on-year growth, 2.3% beat) Adjusted EPS: $0.38 vs analyst estimates of $0.33 (16.3% beat) Adjusted EBITDA: -$419 million vs analyst estimates of $1.14 billion (-5.5% margin, significant miss) Revenue Guidance for Q2 CY2025 is $8.35 billion at the midpoint, above analyst estimates of $8.18 billion Management raised its full-year Adjusted EPS guidance to $1.84 at the midpoint, a 2.2% increase Operating Margin: -14.5%, down from 5.9% in the same quarter last year Free Cash Flow was -$1.01 billion, down from $655 million in the same quarter last year Market Capitalization: $22.78 billion 'We delivered a solid performance, achieving yet another quarter of year-over-year revenue growth with strength in each of our product segments,' said Antonio Neri, president and CEO of Hewlett Packard Enterprise. Born from the 2015 split of the iconic Silicon Valley pioneer Hewlett-Packard, Hewlett Packard Enterprise (NYSE:HPE) provides edge-to-cloud technology solutions that help businesses capture, analyze, and act upon their data across hybrid IT environments. A company's long-term performance is an indicator of its overall quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. With $31.65 billion in revenue over the past 12 months, Hewlett Packard Enterprise is a behemoth in the business services sector and benefits from economies of scale, giving it an edge in distribution. This also enables it to gain more leverage on its fixed costs than smaller competitors and the flexibility to offer lower prices. However, its scale is a double-edged sword because finding new avenues for growth becomes difficult when you already have a substantial market presence. To accelerate sales, Hewlett Packard Enterprise likely needs to optimize its pricing or lean into new offerings and international expansion. As you can see below, Hewlett Packard Enterprise's sales grew at a sluggish 2.9% compounded annual growth rate over the last five years. This shows it failed to generate demand in any major way and is a rough starting point for our analysis. We at StockStory place the most emphasis on long-term growth, but within business services, a half-decade historical view may miss recent innovations or disruptive industry trends. Hewlett Packard Enterprise's annualized revenue growth of 3.4% over the last two years aligns with its five-year trend, suggesting its demand was consistently weak. This quarter, Hewlett Packard Enterprise reported year-on-year revenue growth of 5.9%, and its $7.63 billion of revenue exceeded Wall Street's estimates by 2.3%. Company management is currently guiding for a 8.3% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 6.4% over the next 12 months, an improvement versus the last two years. This projection is above the sector average and indicates its newer products and services will catalyze better top-line performance. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Operating margin is an important measure of profitability as it shows the portion of revenue left after accounting for all core expenses – everything from the cost of goods sold to advertising and wages. It's also useful for comparing profitability across companies with different levels of debt and tax rates because it excludes interest and taxes. Hewlett Packard Enterprise was profitable over the last five years but held back by its large cost base. Its average operating margin of 3.9% was weak for a business services business. Analyzing the trend in its profitability, Hewlett Packard Enterprise's operating margin might fluctuated slightly but has generally stayed the same over the last five years. This raises questions about the company's expense base because its revenue growth should have given it leverage on its fixed costs, resulting in better economies of scale and profitability. This quarter, Hewlett Packard Enterprise generated an operating margin profit margin of negative 14.5%, down 20.4 percentage points year on year. This contraction shows it was less efficient because its expenses grew faster than its revenue. We track the long-term change in earnings per share (EPS) for the same reason as long-term revenue growth. Compared to revenue, however, EPS highlights whether a company's growth is profitable. Hewlett Packard Enterprise's EPS grew at an unimpressive 4% compounded annual growth rate over the last five years. This performance was better than its flat revenue, but we take it with a grain of salt because its operating margin didn't expand and it didn't repurchase its shares, meaning the delta came from reduced interest expenses or taxes. In Q1, Hewlett Packard Enterprise reported EPS at $0.38, down from $0.42 in the same quarter last year. Despite falling year on year, this print easily cleared analysts' estimates. Over the next 12 months, Wall Street expects Hewlett Packard Enterprise's full-year EPS of $1.95 to stay about the same. We were impressed by how significantly Hewlett Packard Enterprise blew past analysts' EPS expectations this quarter. We were also glad its quarterly revenue guidance and full-year EPS forecast quarter exceeded Wall Street's estimates. Zooming out, we think this was a solid print. The stock traded up 3.3% to $18.25 immediately after reporting. Indeed, Hewlett Packard Enterprise had a rock-solid quarterly earnings result, but is this stock a good investment here? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Yahoo
36 minutes ago
- Yahoo
GeoPark Adopts Limited-Duration Shareholder Rights Plan
BOGOTA, Colombia, June 03, 2025--(BUSINESS WIRE)--GeoPark Limited ("GeoPark" or the "Company") (NYSE: GPRK), a leading independent energy company with over 20 years of successful operations across Latin America, today announced that its Board of Directors (the "Board") has unanimously adopted a limited-duration shareholder rights plan (the "Rights Plan"), effective immediately and that will expire in 364 days. The Company's Board, in consultation with its advisors, adopted the Rights Plan to protect value for GeoPark and all its stockholders given the unusually rapid and significant accumulation of the Company's common stock by a single stockholder. The Rights Plan is similar to plans adopted by other publicly traded companies and is intended to protect the long-term interests of GeoPark's shareholders and maximize the value of their investment. The Rights Plan is designed to reduce the likelihood that any shareholder gains undue influence or control of the Company through open market accumulation, without paying all shareholders an appropriate control premium or without providing the Board sufficient time to make informed judgments and take actions that are in the best interest of the Company and all of its shareholders. Key Terms of the Rights Plan Under the Rights Plan, the rights will become exercisable if an entity, person or group acquires beneficial ownership of 12% or more of GeoPark's outstanding common shares (including derivatives) in a transaction not approved by the Board. In the event that the rights become exercisable due to the triggering ownership threshold being crossed, each right will entitle its holder (other than the person, entity or group triggering the Rights Plan, whose rights will become void and will not be exercisable) to purchase, at the then-current exercise price, additional common shares having a then-current market value of twice the exercise price of the right. Additional Information Goldman Sachs & Co. LLC is serving as GeoPark's financial advisor and Davis Polk & Wardwell LLP is serving as legal counsel. NOTICE Additional information about GeoPark can be found in the "Invest with Us" section on the website at CAUTIONARY STATEMENTS RELEVANT TO FORWARD-LOOKING INFORMATION This press release contains statements that constitute forward-looking statements. Many of the forward-looking statements contained in this press release can be identified by the use of forward-looking words such as ''anticipate,'' ''believe'', ''could,'' ''expect,'' ''should,'' ''plan,'' ''intend,'' ''will,'' ''estimate'' and ''potential,'' among others. Forward-looking statements that appear in a number of places in this press release include, but are not limited to, statements regarding the intent, belief or current expectations, regarding various matters including the intended benefits of the Company's Rights Plan. Forward-looking statements are based on management's beliefs and assumptions, and on information currently available to the management. Such statements are subject to risks and uncertainties, and actual results may differ materially from those expressed or implied in the forward-looking statements due to various factors. Forward-looking statements speak only as of the date they are made, and the Company does not undertake any obligation to update them in light of new information or future developments or to release publicly any revisions to these statements in order to reflect later events or circumstances or to reflect the occurrence of unanticipated events. For a discussion of the risks facing the Company which could affect whether these forward-looking statements are realized, see the Company's filings with the U.S. Securities and Exchange Commission (SEC). View source version on Contacts For further information, please contact: INVESTOR RELATIONS: Maria Catalina Escobar Shareholder Value and Capital Markets Directormescobar@ Miguel Bello Investor Relations Officermbello@ Maria Alejandra Velez Investor Relations Leadermvelez@ MEDIA: Communications Departmentcommunications@ Kelsey Markovich / Ben SpicehandlerFGS GlobalGeoPark@
Yahoo
37 minutes ago
- Yahoo
Guidewire's (NYSE:GWRE) Q1 Sales Top Estimates, Stock Soars
Insurance industry-focused software maker Guidewire (NYSE:GWRE) announced better-than-expected revenue in Q1 CY2025, with sales up 22% year on year to $293.5 million. Guidance for next quarter's revenue was better than expected at $336 million at the midpoint, 1.1% above analysts' estimates. Its non-GAAP profit of $0.88 per share was 88.1% above analysts' consensus estimates. Is now the time to buy Guidewire? Find out in our full research report. Revenue: $293.5 million vs analyst estimates of $286.6 million (22% year-on-year growth, 2.4% beat) Adjusted EPS: $0.88 vs analyst estimates of $0.47 (88.1% beat) Adjusted Operating Income: $46.06 million vs analyst estimates of $39.63 million (15.7% margin, 16.2% beat) Revenue Guidance for Q2 CY2025 is $336 million at the midpoint, above analyst estimates of $332.2 million Operating Margin: 1.5%, up from -6.9% in the same quarter last year Free Cash Flow Margin: 9.5%, down from 28.4% in the previous quarter Annual Recurring Revenue: $960 million at quarter end, up 15.9% year on year Billings: $286.2 million at quarter end, up 26.4% year on year Market Capitalization: $18.05 billion Founded by two individuals involved in the development of leading procurement software Ariba, Guidewire (NYSE:GWRE) offers insurance companies a software-as-a-service platform to help sell their products and manage their workflows. Reviewing a company's long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Over the last three years, Guidewire grew its sales at a 12.6% annual rate. Although this growth is acceptable on an absolute basis, it fell short of our standards for the software sector, which enjoys a number of secular tailwinds. This quarter, Guidewire reported robust year-on-year revenue growth of 22%, and its $293.5 million of revenue topped Wall Street estimates by 2.4%. Company management is currently guiding for a 15.3% year-on-year increase in sales next quarter. Looking further ahead, sell-side analysts expect revenue to grow 13.5% over the next 12 months, similar to its three-year rate. This projection is admirable and indicates the market is forecasting success for its products and services. Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend. While reported revenue for a software company can include low-margin items like implementation fees, annual recurring revenue (ARR) is a sum of the next 12 months of contracted revenue purely from software subscriptions, or the high-margin, predictable revenue streams that make SaaS businesses so valuable. Guidewire's ARR punched in at $960 million in Q1, and over the last four quarters, its growth was solid as it averaged 14.7% year-on-year increases. This alternate topline metric grew slower than total sales, which likely means that the recurring portions of the business are growing slower than less predictable, choppier ones such as implementation fees. If this continues, the quality of its revenue base could decline. The customer acquisition cost (CAC) payback period represents the months required to recover the cost of acquiring a new customer. Essentially, it's the break-even point for sales and marketing investments. A shorter CAC payback period is ideal, as it implies better returns on investment and business scalability. Guidewire is extremely efficient at acquiring new customers, and its CAC payback period checked in at 17.7 months this quarter. The company's rapid recovery of its customer acquisition costs indicates it has a highly differentiated product offering and a strong brand reputation. These dynamics give Guidewire more resources to pursue new product initiatives while maintaining the flexibility to increase its sales and marketing investments. We were impressed by how significantly Guidewire blew past analysts' billings expectations this quarter. We were also happy its annual recurring revenue, EPS, adjusted operating income, and quarterly revenue guidance outperformed Wall Street's estimates. Overall, we think this was a solid quarter with some key areas of upside. The stock traded up 8.6% to $236.90 immediately after reporting. Sure, Guidewire had a solid quarter, but if we look at the bigger picture, is this stock a buy? We think that the latest quarter is just one piece of the longer-term business quality puzzle. Quality, when combined with valuation, can help determine if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. 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
