
Potential Tariff Impact on GDP Growth is Significant, ASML CFO

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
14 minutes ago
- Yahoo
Westwing Group SE (ETR:WEW) Released Earnings Last Week And Analysts Lifted Their Price Target To €14.67
The investors in Westwing Group SE's (ETR:WEW) will be rubbing their hands together with glee today, after the share price leapt 27% to €11.55 in the week following its half-yearly results. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Taking into account the latest results, the consensus forecast from Westwing Group's three analysts is for revenues of €446.4m in 2025. This reflects a credible 2.2% improvement in revenue compared to the last 12 months. The company is forecast to report a statutory loss of €0.16 in 2025, a sharp decline from a profit over the last year. Yet prior to the latest earnings, the analysts had been anticipated revenues of €450.1m and earnings per share (EPS) of €0.13 in 2025. So despite reconfirming their revenue estimates, the analysts are now forecasting a loss instead of a profit, which looks like a definite drop in sentiment following the latest results. View our latest analysis for Westwing Group Despite expectations of heavier losses next year,the analysts have lifted their price target 10% to €14.67, perhaps implying these losses are not expected to be recurring over the long term. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Westwing Group, with the most bullish analyst valuing it at €18.00 and the most bearish at €11.00 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view. Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. One thing stands out from these estimates, which is that Westwing Group is forecast to grow faster in the future than it has in the past, with revenues expected to display 4.5% annualised growth until the end of 2025. If achieved, this would be a much better result than the 0.3% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 7.8% per year. So although Westwing Group's revenue growth is expected to improve, it is still expected to grow slower than the industry. The Bottom Line The most important thing to take away is that the analysts are expecting Westwing Group to become unprofitable next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Westwing Group's revenue is expected to perform worse than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time. With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Westwing Group going out to 2027, and you can see them free on our platform here. And what about risks? Every company has them, and we've spotted 1 warning sign for Westwing Group you should know about. 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.
Yahoo
14 minutes ago
- Yahoo
Basler Aktiengesellschaft Just Beat Revenue Estimates By 30%
Explore Basler's Fair Values from the Community and select yours It's been a pretty great week for Basler Aktiengesellschaft (ETR:BSL) shareholders, with its shares surging 20% to €13.74 in the week since its latest quarterly results. Revenue of €59m came in a notable 30% ahead of expectations, while statutory earnings of €0.16 were in line with what the analysts had been forecasting. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Basler after the latest results. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Taking into account the latest results, Basler's four analysts currently expect revenues in 2025 to be €200.4m, approximately in line with the last 12 months. Basler is also expected to turn profitable, with statutory earnings of €0.21 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of €192.3m and earnings per share (EPS) of €0.14 in 2025. So it seems there's been a definite increase in optimism about Basler's future following the latest results, with a massive increase in the earnings per share forecasts in particular. See our latest analysis for Basler It will come as no surprise to learn that the analysts have increased their price target for Basler 7.9% to €13.73on the back of these upgrades. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Basler at €18.50 per share, while the most bearish prices it at €9.00. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. Of course, another way to look at these forecasts is to place them into context against the industry itself. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 1.3% by the end of 2025. This indicates a significant reduction from annual growth of 1.4% over the last five years. Compare this with our data, which suggests that other companies in the same industry are, in aggregate, expected to see their revenue grow 6.9% per year. It's pretty clear that Basler's revenues are expected to perform substantially worse than the wider industry. 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 Basler following these results. Fortunately, they also upgraded their revenue estimates, although our data indicates it is expected to perform worse than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving. With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Basler going out to 2027, and you can see them free on our platform here.. Even so, be aware that Basler is showing 1 warning sign in our investment analysis , you should know about... 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
14 minutes ago
- Yahoo
Meet the UK growth stock that analysts say can turn £2,000 into £3,085
Global stock markets have had a good run since April. As a result, a lot of growth stocks now look fully valued. There's still value to be found in this area of the market however, if we peak beneath the surface. Here's a look at a UK growth stock that City analysts believe could turn £2k into more than £3k over the next 12 months, or so. An under-the-radar FTSE 250 stock The stock I'm going to zoom in on today is Gamma Communications (LSE: GAMA). It's a provider of tech-focused business communication solutions that operates in the UK and Europe. Listed on the London Stock Exchange's main market (after a recent promotion from the AIM), it's a member of the FTSE 250 index. It currently trades for 1,078p and has a market-cap of £986m. Analysts expect big gains Looking at price targets here, analysts seem to be very bullish on this stock. Currently, the average target's 1,663p, which is 54% higher than the current share price. If that was to be hit, a £2,000 investment today would grow to about £3,085, ignoring trading commissions. Meanwhile, a £5,000 investment would grow to about £7,700. It's worth pointing out that the highest price target within the City is 1,940p. That price – which is around 80% higher than the current share price – is from analysts at Deutsche Bank. All of these price targets need to be taken with a grain of salt however. Often, forecasts turn out to be wrong and there's absolutely no guarantee that Gamma shares will rise to these levels. I'm bullish too I'm an investor in Gamma though. And I do see the potential for 1,663p in the medium term. To my mind, this stock's extremely undervalued. Currently, it trades on a price-to-earnings (P/E) ratio of just 11.6. That P/E ratio is below the UK market average. And I don't think the discount to the market here's justified. This is a company that's growing at a healthy rate as businesses move to digitalise their communications (and it expands into Europe). This year, revenue is forecast to increase 13%. 'I look forward with confidence given the medium-term market opportunity.'Gamma CEO Andrew Belshaw in March It's also a company with a really consistent track record. Over the last decade, revenues have grown every single year. Additionally, it's very profitable. Over the last five years, return on capital employed has averaged 22%, which is excellent. On top of this, it has a solid balance sheet, pays regular dividends (the yield's about 2% and growing rapidly), and it's doing share buybacks (which could boost earnings per share). Put all this together and it doesn't make sense that it's trading so cheaply, in my view. Worth a look? Of course, there are risks here. One is the economic weakness in the UK, hampering growth at present and could continue to do so. Another is the company's expansion into Europe (and the integration of recent European acquisitions). There's no guarantee this will pay off. I believe this stock has a lot of potential however. I think investors should consider it today. The post Meet the UK growth stock that analysts say can turn £2,000 into £3,085 appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Edward Sheldon has positions in Gamma Communications and London Stock Exchange Group. The Motley Fool UK has recommended Gamma Communications Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 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