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Top Stock Picks for Week of August 4, 2025

Top Stock Picks for Week of August 4, 2025

Globe and Mail18 hours ago
GE Aerospace (
GE
) (erstwhile General Electric Company) is a leading designer, developer and producer of jet engines, components and integrated systems for military, commercial and business aircraft. GE Aerospace has been witnessing strength in its businesses, driven by robust demand for commercial engines, propulsion and additive technologies. Rising U.S. & international defense budgets, geopolitical tensions, positive airline & airframer dynamics and robust demand for commercial air travel augur well for the company. Its portfolio-reshaping actions are likely to unlock values for its shareholders. GE Aerospace's commitment to reward its shareholders through dividends and share buybacks is encouraging. The company raised its dividend by 28.6% to 36 cents per share in February 2025. For 2025, GE Aerospace expects organic revenues to grow in the mid-teens-digit range from the year-ago level. The Zacks Consensus Estimate for GE Aerospace's third-quarter 2025 sales implies an improvement of 14.9% from the year-ago quarter's reported figure. GE boasts a long-term (three-to-five years) earnings growth rate of 15.8%. It currently sports a Zacks Rank #1 (Strong Buy).
Newmont Corporation (
NEM
) is one of the world's largest producers of gold with several active mines in Nevada, Peru, Australia and Ghana. The company is making notable progress with its growth projects. It is likely to gain from several projects, including the Tanami expansion. The acquisition of Newcrest also created an industry-leading portfolio and provided opportunities for significant synergies. The company also remains focused on improving operational efficiency and returning value to shareholders.For fiscal 2025, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.76 to $5.10 per share. NEM boasts an average earnings surprise of +32.8%. Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term. NEM is a #1 (Strong Buy) on the Zacks Rank, with a VGM Score of A. It also boasts a Value Style Score of B thanks to attractive valuation metrics. With a solid Zacks Rank and top-tier Value and VGM Style Scores, NEM should be on investors' short list.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
GE Aerospace (GE): Free Stock Analysis Report
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Duke Energy Q2 Earnings Higher Than Estimates, Revenues Rise Y/Y
Duke Energy Q2 Earnings Higher Than Estimates, Revenues Rise Y/Y

Globe and Mail

time2 minutes ago

  • Globe and Mail

Duke Energy Q2 Earnings Higher Than Estimates, Revenues Rise Y/Y

Duke Energy Corporation 's DUK second-quarter 2025 earnings of $1.25 per share beat the Zacks Consensus Estimate of $1.19 by 5%. The bottom line also improved 10.6% from $1.13 reported in the year-ago quarter, driven by the implementation of new rates and riders. DUK's Total Revenues Total operating revenues came in at $7.51 billion, which rose 4.7% from $7.17 billion in the year-ago period. The top line also beat the Zacks Consensus Estimate of $7.34 billion by 2.3%. The Regulated electric unit's operating revenues were $6.97 billion, up 3.3% year over year, contributing 92.8% to the quarter's total revenues. Revenues from the Regulated natural gas business totaled $462 million, up 33.1% year over year. The Non-regulated Electric and Other segment generated revenues of $78 million, which decreased 1.3% year over year. Highlights of DUK's Earnings Release Duke Energy's total operating expenses amounted to $5.69 billion in the reported quarter, up 4% year over year. The increase was primarily driven by higher expenses for the cost of natural gas, operation, maintenance and other, depreciation and amortization, as well as property and other taxes. The operating income increased 7.2% to $1.83 billion from $1.71 billion recorded in the year-ago quarter. Interest expenses rose to $897 million from $824 million recorded in the second quarter of 2024. For the reported quarter, the average number of customers in its Electric Utilities increased 1.5% year over year. Total electric sales volumes for the reported quarter went down 1.3% year over year to 64,461 gigawatt-hours. DUK's Segmental Highlights Electric Utilities & Infrastructure: This segment's earnings for the second quarter totaled $1,194 million, up from $1,090 million in the second quarter of 2024. Gas Utilities & Infrastructure: Earnings generated from this segment amounted to $6 million, which came in line with the year-ago figure. Other: The segment includes corporate interest expenses not allocated to other business units, resulting from Duke Energy's captive insurance company and other investments. This segment incurred a loss of $228 million compared with a loss of $200 million in the second quarter of 2024. Financial Condition of DUK As of June 30, 2025, Duke Energy had cash & cash equivalents of $344 million, up from $314 million on Dec. 31, 2024. As of June 30, 2025, the long-term debt was $78.91 billion compared with $76.34 billion as of Dec. 31, 2024. During the first six months of 2025, the company generated net cash from operating activities of $5.04 billion compared with $5.43 billion in the same period last year. 2025 Guidance by DUK Duke Energy reaffirmed its 2025 adjusted EPS guidance. The company still expects to generate adjusted EPS in the range of $6.17-$6.42. The Zacks Consensus Estimate for 2025 earnings is pegged at $6.31, which is a bit higher than the midpoint of the company's projected range. DUK continues to project long-term EPS growth of 5-7% through 2029. DUK's Zacks Rank Duke Energy currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Recent Utility Releases American Electric Power Company, Inc. AEP reported second-quarter 2025 operating EPS of $1.43, which beat the Zacks Consensus Estimate of $1.28 by 11.7%. The bottom line inched up 14.4% from $1.25 recorded in the year-ago quarter. AEP's revenues of $5.09 billion rose 11.1% from the year-ago quarter's level of $4.58 billion. The top line also beat the Zacks Consensus Estimate of $4.94 billion by 2.9%. CMS Energy Corporation CMS reported second-quarter 2025 EPS of 71 cents, which outpaced the Zacks Consensus Estimate of 67 cents by 6%. The bottom line also increased 7.6% from 66 cents in the prior-year quarter. Operating revenues totaled $1.84 billion, which surpassed the Zacks Consensus Estimate of $1.69 billion by 9%. The top line also increased 14.4% from $1.61 billion in the prior-year quarter. NextEra Energy, Inc. NEE reported second-quarter 2025 adjusted earnings of $1.05 per share, which topped the Zacks Consensus Estimate of $1.02 by 2.9%. The bottom line was also up nearly 9.4% year over year. In the second quarter, NextEra Energy's operating revenues were $6.7 billion, which missed the Zacks Consensus Estimate of $7.22 billion by 7.28%. However, the top line improved 10.4% year over year. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. NextEra Energy, Inc. (NEE): Free Stock Analysis Report Duke Energy Corporation (DUK): Free Stock Analysis Report American Electric Power Company, Inc. (AEP): Free Stock Analysis Report CMS Energy Corporation (CMS): Free Stock Analysis Report

Palantir books its first $1 billion in quarterly sales and dodges DOGE axe
Palantir books its first $1 billion in quarterly sales and dodges DOGE axe

Globe and Mail

time2 minutes ago

  • Globe and Mail

Palantir books its first $1 billion in quarterly sales and dodges DOGE axe

NEW YORK (AP) — Shares of Palantir Technologies sailed past previous record highs Tuesday after booking its first $1 billion sales quarter and raising its performance expectations for the year. The stock rose above $170 Tuesday after breaking previous records four times this year in the global artificial intelligence race. The previous high for the stock was set just over a week ago when its stock closed at $158.80. Since going public in 2020 when it posted a $1.17 billion annual loss, the artificial intelligence software company has swung swiftly to a profit and sales are booming. Profit rose 33% to $327 million in the second quarter. Its $1 billion quarterly revenue haul was fueled by a 53% spike in government sales, despite massive spending cuts under President Donald Trump and his Department of Government Efficiency, once led by the world's richest man Elon Musk. 'DOGE has had zero negative impact on Palantir's U.S. government business, which achieved its fastest growth rate since the second quarter of 2021,' wrote William Blair analysts Louie DiPalma and Bryce Sandberg. 'Palantir is clearly benefiting from AI industry momentum across its government and commercial customer bases.' The company also recorded a 93% jump in business sales. Overall U.S. revenue surged 68% to $733 million. Late Monday, Palantir raised its annual revenue expectations to between $4.14 billion and $4.15 billion. It also raised its U.S. commercial revenue guidance to more than $1.3 billion, which would mean that Palantir achieved a growth rate of at least 85%. 'This was a phenomenal quarter,' CEO Alex Karp said in a statement accompanying the earnings release. 'We continue to see the astonishing impact of AI leverage.' Karp believes AI will benefit everyone, saying during a call with industry analysts on Monday that Palantir is, 'bullish on all aspects of American life, including and especially people in the blue collar." He said Palantir wants to 'arm the working class or blue collar workers with AI agency enhancing skills,' and said that the company will reach out to labor leaders to help familiarize workers with the technology. 'People with less than a college education are creating a lot value and sometimes more value than people with a college education using our product,' Karp said. Palantir, headquartered in Denver, specializes in software platforms that pull together and analyze large amounts of data.

Textron Aviation Announces Additional Garmin Avionics Upgrade Option for Cessna Citation CJ1
Textron Aviation Announces Additional Garmin Avionics Upgrade Option for Cessna Citation CJ1

National Post

time2 minutes ago

  • National Post

Textron Aviation Announces Additional Garmin Avionics Upgrade Option for Cessna Citation CJ1

WICHITA, Kan. — Textron Aviation Inc., a Textron Inc. (NYSE: TXT) company, today announced customers can now upgrade their Cessna Citation CJ1 with the all-Garmin retrofit solution following Federal Aviation Administration (FAA) supplemental type certification (STC). Customers can have the upgrade installed at any of the company's global service network locations to add significant technological advances and new capabilities to their aircraft. Article content Article content The Garmin avionics upgrade — including the new, larger 12-inch G600 TXi flight display, TXi EIS, GTN™ 750Xi GPS/NAV/COMM and GFC™ 600 digital autopilot — is a cutting-edge solution for the CJ1 cockpit. The system offers situational awareness features such as Stabilized Approach monitoring and aural V-speed alerting during takeoff. Optionally, the upgrade can also include Garmin's GWX™ 8000 StormOptix™ weather radar, GDL® 60 datalink for the PlaneSync™ connected aircraft management system and more. Article content Article content 'At Textron Aviation, we're committed to enhancing customers' aircraft no matter where it is in its lifecycle, and offering the all-Garmin retrofit solution for the Cessna Citation CJ1 delivers on that commitment,' said Brian Rohloff, senior vice president, Customer Support. 'The upgrade enhances the in-flight experience, offering the latest technology available today to support pilots as missions and technology evolve.' Article content The Cessna Citation CJ1 light jet holds up to eight occupants, has a range of 1,266 nm and received certification in 2000. Textron Aviation produced nearly 200 CJ1s until 2005. Article content As the original equipment manufacturer of the aircraft, Textron Aviation can offer the OEM-certified upgrade of the Cessna Citation CJ1 avionics that maintains the system integrity as originally certified. Customers can have the upgrade installed at a Textron Aviation service center. Article content About Textron Aviation Customer Support Article content Textron Aviation, through its Beechcraft and Cessna brands, is renowned for its unrivaled global service network dedicated to complete life-cycle support. In addition to its expansive company-owned footprint, Textron Aviation's jet and turboprop customers have access to a global network of more than 300 authorized service facilities. Textron Aviation also offers a mobile support program featuring more than 40 mobile service units and on-site service technicians and support. Find additional information about Textron Aviation's service programs at Article content About Textron Aviation Article content We inspire the journey of flight. For more than 95 years, Textron Aviation Inc., a Textron Inc. company, has empowered our collective talent across the Beechcraft, Cessna and Hawker brands to design and deliver the best aviation experience for our customers. With a range that includes everything from business jets, turboprops, and high-performance pistons, to special mission, military trainer and defense products, Textron Aviation has the most versatile and comprehensive aviation product portfolio in the world and a workforce that has produced more than half of all general aviation aircraft worldwide. Customers in more than 170 countries rely on our legendary performance, reliability and versatility, along with our trusted global customer service network, for affordable and flexible flight. Article content Article content About Textron Inc. Article content Textron Inc. is a multi-industry company that leverages its global network of aircraft, defense, industrial and finance businesses to provide customers with innovative solutions and services. Textron is known around the world for its powerful brands such as Bell, Cessna, Beechcraft, Pipistrel, Jacobsen, Kautex, Lycoming, E-Z-GO, and Textron Systems. For more information, visit: Article content Certain statements in this press release are forward-looking statements which may project revenues or describe strategies, goals, outlook or other non-historical matters; these statements speak only as of the date on which they are made, and we undertake no obligation to update or revise any forward-looking statements. These statements are subject to known and unknown risks, uncertainties, and other factors that may cause our actual results to differ materially from those expressed or implied by such forward-looking statements. Article content Article content Article content Article content Contacts Article content Media Contact: Article content Article content Hailey Tucker Article content Article content

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