Millrose: Q2 Earnings Snapshot
The Miami-based company said it had net income of 68 cents per share.
The real estate investment trust that acquires and develops land for home builders posted revenue of $149 million in the period.
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29 minutes ago
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2 No-Brainer Industrial Stocks to Buy With $100 Right Now
Key Points Industrials have outperformed the S&P 500 in 2025, with strong earnings growth expected through 2027. Archer Aviation is a high-risk, high-reward eVTOL bet with blue-chip backers and growing momentum. UPS is cutting costs, narrowing margins, and sporting a hefty dividend. 10 stocks we like better than Archer Aviation › Industrial companies are often called the backbone of the economy. Year to date, they've also been the backbone of the stock market: As of late July, the sector has handily outpaced the broader S&P 500 (SNPINDEX: ^GSPC) with a 15% gain, almost double the index's return. Analysts from FactSet have also put the sector at the very top for revenue growth through 2027 and second only to the energy sector in EPS growth. Although even the best industrial stocks are cyclical and volatile at times, they're certainly not a sleepy corner of the market right now. If you didn't have a lot of money available to invest (say, just $100), but you were interested in buying into this sector, which industrial stocks should you consider? Here are two companies I'd give closer consideration to. 1. Archer Aviation Archer Aviation (NYSE: ACHR) is a California-based start-up building electric vertical takeoff and landing (eVTOL) aircraft. The company's goal is to bypass congested city streets with air taxi services that are fully electric. Think The Jetsons, except instead of flying cars that fold into your pocket, you get a battery-powered aircraft that cruises over traffic at about 150 miles per hour. Pretty cool, right? The market seems to think so. The stock is trading up 150%-plus over the last 12 months, riding a wave of optimism around eVTOL technology. In June, the company raised $850 million following a Trump administration executive order that calls for an accelerated rollout of eVTOL aircraft in the U.S. The company also has several partnerships with several heavyweight companies, including United Airlines, which hopes to fly its aircraft from airports into cities and back as part of its overall services to high-end customers, and Stellantis, which hopes to partner in the manufacture of Archer aircraft. And to top it all off, Archer was named the official air taxi service for the 2028 Los Angeles Olympics. All this seems to suggest that Archer could be changing how people taxi from select locations. But before you get too excited, it's fair to point out that the company isn't profitable. Not even close. It's pre-revenue, burning cash, and still hoping to get through a complex regulatory environment. And even with powerful partners in its corner, flawless execution is needed to turn its prototypes into real, profitable air taxi routes. With a $6.8 billion market cap (as of this writing), Archer's valuation nearly matches its supposed $6 billion order backlog, which it reported at the end of Q3 2024, signaling strong demand but pricing in a future that hinges on delivering these "contracts" without any hangups. Still, it's an industrial stock I'd watch closely, as one breakthrough -- like a major route deal -- could be what sends it soaring. 2. United Parcel Service United Parcel Service (NYSE: UPS) is a logistics giant that's navigating choppy economic waters at the moment. The stock price is down over 18% in 2025, trailing the S&P 500's 8.3% gain. After a rough 2023, which included a costly labor deal, and a rough 2024 in which the company reported declining freight volume and cut its guidance, a fresh start in 2025 was much needed. Management has been making tough calls -- ones that have surprised investors but make sound business sense. For one, it's in the midst of a $3.5 billion cost reduction effort, which involves trimming about 20,000 jobs and closing 73 facilities. It's also scaling back its relationship with Amazon, a company that made up about 12% of UPS' 2024 revenue, but has brought in thinner margins than the premium services UPS wants to prioritize. These moves are already starting to show up in the numbers. In Q2 2025, UPS reported a consolidated operating profit of $1.7 billion, up 3.3% from the previous quarter, despite a 0.7% decrease in revenue. At today's valuation, the stock trades at 15 times trailing earnings, a steep discount to its historical average and well below the industrial sector's average of 28. With costs coming down, margins expanding, and a 6.4% dividend yield to cushion the wait, this might be one of the better places to put your $100. Do the experts think Archer Aviation is a buy right now? The Motley Fool's expert analyst team, drawing on years of investing experience and deep analysis of thousands of stocks, leverages our proprietary Moneyball AI investing database to uncover top opportunities. They've just revealed their to buy now — did Archer Aviation make the list? When our Stock Advisor analyst team has a stock recommendation, it can pay to listen. After all, Stock Advisor's total average return is up 1,036% vs. just 181% for the S&P — that is beating the market by 855.09%!* Imagine if you were a Stock Advisor member when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $625,254!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,090,257!* The 10 stocks that made the cut could produce monster returns in the coming years. 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 July 29, 2025 Steven Porrello has positions in Archer Aviation. The Motley Fool has positions in and recommends Amazon, FactSet Research Systems, and United Parcel Service. The Motley Fool recommends Stellantis. The Motley Fool has a disclosure policy. 2 No-Brainer Industrial Stocks to Buy With $100 Right Now was originally published by The Motley Fool 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
39 minutes ago
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Starbucks Shortlists Dozen Firms Including Tencent for China Investment
(Bloomberg) -- Starbucks Corp. has shortlisted about a dozen parties including private equity firms and technology companies into the second round of a process to invest in its China business, people familiar with the situation said. The World's Data Center Capital Has Residents Surrounded An Abandoned Art-Deco Landmark in Buffalo Awaits Revival We Should All Be Biking Along the Beach Budapest's Most Historic Site Gets a Controversial Rebuild San Francisco in Talks With Vanderbilt for Downtown Campus Boyu Capital, Carlyle Group Inc., EQT AB, FountainVest Partners, KKR & Co., Hillhouse Investment and Primavera Capital are among the private equity firms invited to participate, along with tech giants Inc. and Tencent Holdings Ltd., the people said, asking not to be identified discussing private information. The shortlisted firms will be given access to the coffee chain's China financials so they can evaluate and prepare bids in the coming months, the people said. Fresh backing and more local expertise could help Starbucks expand its store count and further develop its supply chain in China, as well as enhance mobile platforms and brand strategies for Chinese consumers, according to the people. The search for a partner in China is 'not about capital,' Starbucks Chief Executive Officer Brian Niccol said on a July 29 earnings call with analysts. 'What this is about is how do we ensure that the Starbucks brand is in a much better place in the future.' Niccol has previously said the China business could grow to 20,000 stores from roughly 7,800. China is the Seattle-based chain's second-biggest market, but Starbucks has fallen behind local rivals such as Luckin Coffee Inc., which have boomed with much cheaper alternatives and frequent product launches. Starbucks has started to follow suit by incorporating lower-priced and tailored offerings such as fruit teas and sugar-free alternatives to its China menus. And there are signs of some improvement, with same-store sales rising in the latest quarter for the first time since the end of 2023, the company said this week. The process to introduce new backers in China attracted more than 20 potential investors in total, Niccol said on the call with analysts. Starbucks wants to retain a 'meaningful' stake in the business, he said. Bloomberg News first reported in May that Starbucks was reviewing its China operations. By July, the company had received proposals from prospective investors with an eye on taking a controlling stake in the business. The company has said it isn't considering a full sale. Deliberations are ongoing and may not lead to a transaction. Other industry and financial investors could also join at later stage when talks are more advanced, the people said. Starbucks declined to comment. Representatives for EQT, FountainVest, Hillhouse, KKR and Primavera also declined to comment. Boyu, Carlyle, and Tencent didn't respond to requests for comment. --With assistance from Echo Wong, Zheping Huang, Bei Hu and Claire Che. Russia Builds a New Web Around Kremlin's Handpicked Super App Everyone Loves to Hate Wind Power. Scotland Found a Way to Make It Pay Off It's Not Just Tokyo and Kyoto: Tourists Descend on Rural Japan Cage-Free Eggs Are Booming in the US, Despite Cost and Trump's Efforts How Podcast-Obsessed Tech Investors Made a New Media Industry ©2025 Bloomberg L.P.
Business Insider
an hour ago
- Business Insider
Don't Expect Apple Stock (AAPL) to Pop Until AI and Tariff Uncertainty Ease, Say Analysts
Apple (AAPL) stock was higher today after analysts largely gave a thumbs up to its strong Q3 results, but investors shouldn't expect a huge uptick until AI and tariff overhangs are dealt with. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. The tech giant yesterday announced earnings per share (EPS) of $1.57, which topped consensus expectations of $1.43. Revenue in the April through June quarter came in at $94.04 billion, beating Wall Street forecasts of $89.53 billion. The Silicon Valley-based company also reported that its iPhone sales grew 13% year-over-year during the quarter and its overall revenue grew 10%, the largest quarterly revenue growth since December 2021. Time for AI Krish Sankar, five-star TipRanks-rated analyst at TD Cowen, reiterated his Buy rating on the stock and kept a $275 price target. 'Revenue growth was better than feared, driven by above seasonal iPhone and Mac demand,' he said. He said that concerns over Apple's 'incomplete AI strategy' were an ongoing overhang for the stock but that the company has around 18 months to 'rectify' this. 'The personalized Siri is still on track for a 2026 release and Apple has increased AI retail spend across research and development,' he said. ' While investors are understandably focused on Apple's lack of leadership in AI models and Agentic AI systems, the declining cost to access models can be leveraged.'. Morgan Stanley analyst Erik Woodring raised the firm's price target on Apple to $240 from $235 and kept a Buy rating. He said Apple's report was its strongest quarterly report in over two years. Historically, he said this would be a quarter 'where bulls get louder,' but he doesn't expect Apple to 'break out until clarity emerges on tariffs and regulation.' Srini Pajjuri, analyst at Raymond James, raised the firm's price target on Apple to $240 from $230 and kept an Outperform rating. He was encouraged by accelerating capex spend and expects Apple Intelligence, including the much-awaited Siri update, to drive a multiyear upgrade cycle. Valuation Risk Needham analyst Laura Martin reiterated her Hold rating. She said the impressive financial performance was overshadowed by concerns about the company's future growth prospects. This included the anticipated delay in the integration of Apple Intelligence until after 2025 and the competitive pressure from Android's advancements. She highlighted the risk associated with Apple's heavy reliance on the iPhone, suggesting that if Apple's iOS system lags significantly behind Android, it could pose a substantial valuation risk for the company. Indeed, the group has struggled in comparison with its peers over the last 12 months. Is AAPL a Good Stock to Buy Now? On TipRanks, AAPL has a Moderate Buy consensus based on 13 Buy, 12 Hold and 1 Sell ratings. Its highest price target is $275. AAPL stock's consensus price target is $228.11, implying an 8.09% upside.
