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Globe and Mail
22 minutes ago
- Globe and Mail
Realty Income's $5B Plan and Global Reach: Is the Growth Sustainable?
Realty Income O is expanding its global real estate platform through disciplined, data-driven investments. In the second quarter of 2025, it deployed $1.2 billion at a 7.2% initial weighted average cash yield, with $889 million (76%) in Europe and $282 million in the United States, backed by a 15.2-year average lease term. The company sourced a record $43 billion in opportunities during the quarter, resulting in a selectivity ratio of less than 3%, reflecting its broad market visibility. European expansion is a central growth driver, benefiting from a fragmented market, favorable financing and a larger addressable market than the United States. Since 2019, Realty Income has significantly expanded across the continent, with Europe now accounting for 17% of its annualized base rent, recently adding Poland via a sale-leaseback involving Eko-Okna. Global reach and access to diverse capital pools enable efficient execution of cross-border deals while preserving risk-adjusted returns. In the United States, Realty Income remains selective, generating a 7% yield on second-quarter investments and achieving a 103.4% rent recapture rate across 346 leases. Active portfolio optimization included $117 million in sales, mainly vacant assets, to recycle capital into higher-quality opportunities. Seven years of proprietary predictive analytics guide sourcing, underwriting and asset management. These capabilities support a 98.6% occupancy rate across more than 15,600 properties and 1,630 clients in 91 industries, with a heavy weighting toward defensive sectors like grocery and convenience retail. Management raised 2025 investment guidance to $5 billion, leveraging its ability to provide full-service capital, including credit solutions, and positioning Realty Income to capture a portion of the $14 trillion global net lease market. Where Are Other Retail REITs Investing? Simon Property Group SPG continues to enhance its retail real estate portfolio through targeted development, redevelopment and acquisitions. In the second quarter of 2025, Simon Property Group acquired its partner's interest in Brickell City Centre, and its $512 million investment comprises retail and parking components, a premier mixed-use property in Miami. By the second quarter-end, Simon Property Group had active development projects across all platforms, representing its share of net costs at $1 billion with a blended yield of 9%. Around 40% of these costs were allocated to mixed-use developments. Kimco Realty KIM is advancing its investment strategy through high-yield redevelopments, selective acquisitions and capital recycling. In 2025, it targets $100-$125 million in net acquisitions, funded partly by $100-$150 million in dispositions of low-growth assets. Redevelopment projects are expected to deliver blended yields up to 17%, while its structured investment program, yielding 9-10%, builds a strategic acquisition pipeline. O's Price Performance, Valuation and Estimates Shares of Realty Income have risen 8.4% year to date against the industry 's decline of 7%. From a valuation standpoint, Realty Income trades at a forward 12-month price-to-FFO of 13.29, below the industry. It carries a Value Score of D. The Zacks Consensus Estimate for O's 2025 funds from operations per share has been revised marginally downward over the past 30 days. At present, Realty Income carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Simon Property Group, Inc. (SPG): Free Stock Analysis Report Kimco Realty Corporation (KIM): Free Stock Analysis Report This article originally published on Zacks Investment Research (
Globe and Mail
2 hours ago
- Globe and Mail
Palo Alto Networks' Pre-Q4 Earnings Analysis: Hold or Fold the Stock?
Palo Alto Networks, Inc. PANW is scheduled to report its fourth-quarter fiscal 2025 results on Aug. 18. Palo Alto Networks projects its fiscal fourth-quarter revenues in the range of $2.49-$2.51 billion, which suggests a year-over-year increase of 14-15%. The Zacks Consensus Estimate is pegged at $2.50 billion, which implies growth of 14.2% from the year-ago reported figure. After a two-for-one stock split of PANW stocks on Nov. 20, 2024, the consensus mark for PANW's fiscal fourth-quarter non-GAAP earnings has remained unchanged at 88 cents per share over the past 60 days, which calls for a 17.3% increase from the year-ago quarter's earnings. Image Source: Zacks Investment Research Palo Alto Networks' earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 5.1%. Palo Alto Networks, Inc. Price and EPS Surprise Palo Alto Networks, Inc. price-eps-surprise | Palo Alto Networks, Inc. Quote Earnings Whispers for PANW Our proven model does not conclusively predict an earnings beat for Palo Alto Networks this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here. PANW has an Earnings ESP of -0.53% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. You can see the complete list of today's Zacks #1 Rank stocks here. Factors Likely to Influence PANW's Q4 Results Palo Alto Networks' fourth-quarter fiscal 2025 performance is likely to have gained from the robust traction stemming from deal wins, along with continued progress in its platformization strategy, is expected to have pushed its revenues up. The increased adoption of its AI-powered XSIAM, SASE, and software firewall offerings, which enable enterprises to advance zero-trust network security, is likely to have contributed to the growing share of incremental Next-Generation Security Annual Recurring Revenues. Accelerating the adoption of multi-product platformization deals, often spanning both cloud and network security, is likely to boost overall platform uptake. In the third quarter, the company closed more than 90 new platformization transactions, bringing the total to approximately 1,250 within its top 5,000 customers. The accelerated migration to Palo Alto Networks' cloud platform is likely to have improved the adoption of its platforms. Moreover, the increased use of the cloud and remote networks in a hybrid working environment has resulted in escalating cyberattacks. This is leading to a rise in the demand for cybersecurity solutions. PANW's fiscal fourth-quarter performance is likely to have benefited from this demand surge. Federal Risk and Authorization Management Program (FedRAMP) recognitions are boosting the adoption of Palo Alto Networks' products by government organizations. The company's Prisma Access, Cortex XDR, Cortex Data Lake, Prisma Cloud and WildFire received FedRAMP recognitions. This FedRAMP recognition reflects the U.S. public sector's trust in PANW's IoT security solutions. This is anticipated to have encouraged the adoption of its products during the period under discussion. However, Palo Alto Networks is experiencing headwinds related to cannibalization risks related to the shift from its hardware to software and cloud-based solutions. Furthermore, as PANW's recently launched software has not yet achieved scale, it might have weighed on the gross margin in the to-be-reported quarter. Price Performance & Stock Valuation In the past year, Palo Alto Networks' shares have gained 3.2%, underperforming the Zacks Security industry's growth of 20.2%. The stock has also underperformed its industry peers, including CyberArk CYBR, CrowdStrike CRWD and Zscaler ZS. In the past year, shares of CyberArk, CrowdStrike and Zscaler have gained 53%, 65.5% and 45.9%, respectively. One-Year Price Return Performance Now, let's look at the value Palo Alto Networks offers investors at the current levels. Palo Alto Networks is currently trading at a low price-to-sales (P/S) multiple compared to the industry. PANW's forward 12-month P/S ratio sits at 11.23X, lower than the industry's forward 12-month P/S ratio of 11.9X. PANW Forward 12-Month P/S Ratio Palo Alto Networks stock also trades at a lower P/S multiple compared with other industry peers, including CyberArk, CrowdStrike and Zscaler. At present, CyberArk, CrowdStrike and Zscaler have P/S multiples of 14.14X, 20.23X and 13.49X, respectively. Investment Consideration Palo Alto Networks' innovative product offerings, strong customer base and expanding market opportunities in areas like Zero Trust and private 5G security solutions drive its growth potential. PANW's continuous technological advancements make it a compelling long-term investment opportunity. Nevertheless, Palo Alto Networks' near-term prospects might be hurt by softening IT spending as enterprises postpone large tech investments due to macroeconomic uncertainties and geopolitical issues. Over the past year, Palo Alto Networks has reported a slowdown in revenues, billings and adjusted earnings growth, citing uncertain macroeconomic conditions as the main cause. Conclusion: Hold Palo Alto Networks Stock Now Palo Alto Networks faces macroeconomic headwinds and challenges from the shift to software and cloud offerings, which can lead to revenue cannibalization. However, its strong go-to-market execution, including rapid platformization adoption and expansion into key growth areas, is helping it win customers and expand market share. While near-term pressures remain, the company's innovation-led strategy and long-term growth prospects make PANW a stock worth holding at present. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Palo Alto Networks, Inc. (PANW): Free Stock Analysis Report CyberArk Software Ltd. (CYBR): Free Stock Analysis Report Zscaler, Inc. (ZS): Free Stock Analysis Report CrowdStrike (CRWD): Free Stock Analysis Report
CTV News
4 hours ago
- CTV News
Facebook users report outages
The Meta logo is seen at the Vivatech show in Paris, France, June 14, 2023. (AP Photo/Thibault Camus) Facebook users are reporting outages on the social media platform Thursday morning, according to third-party website DownDetector. Issues appear to be related to the app's ability to load multiple posts. It is currently unclear how many users are affected. Beginning shortly after 4 a.m. ET, DownDetector saw a rise in user self-reports of outages, rising to a peak of 46 reports around 7 a.m. At time of this writing, 90 per cent of the outage reports were related to the Facebook app. Facebook outage Aug 14 2025 (Downdetector) U.S. Facebook users have also reported outages, peaking at 407 incidents as of shortly before 7 a.m. This is a developing story. More details to come.
