Informa CEO Bets on AI to Accelerate Growth
The U.K. events and academic-publishing group sees AI as a way to save time, make its marketing services more appealing to customers and generate more licensing revenue from content sitting in its archives.
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17 minutes ago
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Stocks to watch next week: CoreWeave, Cisco, Aviva, Entain and Persimmon
Earnings season is slowing down but next week several key companies are still set to release earnings, giving markets some insight into their performance and future prospects. In the US, AI infrastructure CoreWeave (CRWV) will tell markets on Tuesday how its $9bn all-stock acquisition of Core Scientific is going along, following resistance from Core Scientific's shareholders due to CoreWeave's stock price decline since the merger announcement. Markets are optimistic about Cisco (CSCO), who is set to report fiscal fourth-quarter earnings of $0.98 per share on $14.63bn in revenue. The company has consistently surpassed Wall Street estimates so we'll find out Wednesday if it's the case once again. In the UK, insurer Aviva (AV.L) will release its first results since acquiring Direct Line in a £6bn deal, with analysts divided on the short-term outlook. Also in the UK but with a US reach, Entain (ENT.L) the owner of Ladbrokes and Coral will report its interim result on Tuesday. Markets will want to hear more about the performance of its US joint venture, BetMGM. Persimmon (PSN.L), one of the UK's largest housebuilders, will on Wednesday offer a telling glimpse into the state of its own business, the housing market, and the broader UK economy. Here's more on what to look out for: CoreWeave (CRWV) - Reports second-quarter earnings on Tuesday 12 August CoreWeave, the New Jersey-based AI infrastructure firm with a market capitalisation of roughly $59bn, is set to report its second-quarter earnings, with analysts predicting a loss of $0.21 per share on revenues of $1.08bn. The Zacks Consensus Estimate, which has remained unchanged for the past 60 days, puts the anticipated loss at 23 cents per share, while total revenue is projected to reach $1.08bn. This will mark CoreWeave's (CRWV) second earnings release since it began trading publicly on March 28, 2025. The company, which focuses on providing scalable cloud infrastructure to support and accelerate generative AI has emerged as a key player in the AI data centre market. In addition to its financial results, analysts are particularly interested in the company's ongoing $9bn all-stock deal to acquire Core Scientific (CORZ), a data centre landlord that provides computing power to major tech players such as Microsoft (MSFT) and OpenAI. The merger, announced in July, was seen by many on Wall Street as a strategic move to reduce costs for CoreWeave (CRWV) by eliminating roughly $10bn in lease obligations. Core Scientific, which operates AI data centres across the US, leases out its computing power to these tech giants. Read more: UK taxpayers 'subsidising' S&P 500, says LSEG boss However, the deal has been met with resistance from some of Core Scientific's top shareholders. According to sources familiar with the matter, a number of these investors are preparing to vote against the merger unless the terms are adjusted. The core issue lies in the fixed ratio of 0.1235 newly issued CoreWeave (CRWV) shares offered to Core Scientific (CORZ) shareholders. This arrangement does not offer any protection if CoreWeave's stock price declines, which it has done significantly since the merger was first announced. CoreWeave's stock has dropped by around 30% since the deal was made public on July 7, causing Core Scientific's valuation in the acquisition to fall from approximately $20.25 per share to just over $13 per share. This sharp decline in value has left Core Scientific shareholders concerned about the fairness of the deal, with many now fearing they will be left short-changed. Cisco (CSCO) – reports fiscal fourth-quarter results on Wednesday 13 August Cisco, the $270bn California-based networking giant, is set to release its results amid a quietly growing wall of optimism. Deutsche Bank (DB) recently highlighted 'improved visibility towards durable mid-single-digit growth in upcoming years', noting tailwinds from AI infrastructure, enterprise deployments and sovereign spending. Cisco (CSCO) develops, manufactures and sells networking hardware, software, telecommunications equipment. According to Koyfin consensus data, the market expects Cisco (CSCO) to report $0.98 in earnings per share (EPS) on $14.63bn in revenue, reflecting year-on-year growth of approximately 13% and 7%, respectively. The company has beaten Wall Street estimates for 11 consecutive quarters. Full-year 2025 revenue and EPS are forecasted to reach $56.62bn and $3.79, respectively, with mid-single-digit growth expected in fiscal 2026. JPMorgan analysts have maintained their overweight rating on Cisco (CSCO), with a price target of $73.00. They cited anticipated revenue growth driven by the ongoing Campus upgrade cycle and the launch of the next-generation Catalyst-2026 switch series. This new product is expected to boost revenue by increasing both the average selling price and adoption rate. Aviva (AV.L) – reports half-year results on Thursday 14 August Insurer Aviva (AV.L) is set to release its first set of results since completing its takeover of Direct Line, following rival Legal & General's (LGEN.L) earnings a week earlier. The market is eager to see how the £6bn acquisition will impact Aviva's financials, with analysts divided on the near-term outlook. Morgan Stanley analysts believe Aviva (AV.L) could exceed consensus forecasts, citing strong potential from the integration of Direct Line. However, UBS (UBS) analysts suggest investors will need to be patient, as a more detailed update on the integration won't come until later in the year. The insurer's management has targeted £125m in cost savings from the acquisition, a goal shared prior to the deal's completion. In the meantime, dividends are expected to continue growing, with a yield forecast of 6.04% for 2025 and 6.48% for 2026. As of now, 10 out of 14 analysts rate the stock as a Buy or Strong Buy, reflecting optimism about the company's future. Read more: What are share buybacks? In Aviva's most recent full-year results, published on 27 February, operating profit rose 20% to £1.77bn, while the dividend climbed 7% to 35.7p a share. Looking ahead, the insurer is targeting £2bn of operating profit by 2026. General insurance premiums and assets under management also showed robust growth. Entain (ENT.L) – Reports interim 2025 results on Tuesday, 12 August Entain (ENT.L), the owner of Ladbrokes and Coral, has seen its shares soar more than 40% since the beginning of the year, with some analysts predicting the strong momentum could continue. A key driver behind this surge has been the impressive performance of its US joint venture, BetMGM, which has turned profitable and continues to show robust growth. In a recent second-quarter update, Entain (ENT.L) revealed that BetMGM is expected to generate net revenue of at least $2.7bn and EBITDA of at least $150m for the year. The company has lifted its annual guidance for BetMGM, thanks to ongoing strong online growth in the US. For 2025, Entain (ENT.L) forecasts that BetMGM's net revenues will total at least $2.6bn, up from an earlier forecast of $2.4bn to $2.5bn. The company credited this upgrade to higher punter bets in internet gaming and online sports, noting that trading has been 'broadly consistent' with the 34% jump in net revenues achieved during the first quarter. BetMGM, a joint venture between Entain and MGM Resorts, has been a growth engine for the FTSE 100 (^FTSE) bookmaker. Entain also expects BetMGM to deliver a minimum of $100m in earnings before interest, taxes, depreciation, and amortisation (EBITDA), an improvement from prior predictions that it would just be positive. For the wider business, analysts at Citi (C) expect modest revenue growth in both the full year and into 2026, with earnings per share forecast to rise by just over 2% in each of the next two years. Persimmon (PSN.L) – reports first-half results on Wednesday 13 August Persimmon (PSN.L), one of the UK's largest housebuilders, has seen its shares drop by more than 25% over the past year, despite broader market gains. Rising input costs, sluggish interest rate cuts, and housing affordability issues continue to weigh on the company, alongside the ongoing burden of fire safety and cladding remediation costs. 'Persimmon's shares have crumbled over the past year. They have fallen by more than a quarter, despite healthy gains from the headline indices. Input cost inflation remains an issue, as does housing affordability as interest rates come down only slowly, while the industry remains dogged by costs for fire safety and cladding remediation on historic projects. Taylor Wimpey (TW.L) has become the latest builder to set aside further provisions here," Russ Mould, AJ Bell investment director, Danni Hewson, AJ Bell head of financial analysis and Dan Coatsworth, AJ Bell investment analyst, wrote. The company has already set aside £275m for fire safety provisions, but investors are closely watching key metrics like its £1.1bn order book. Looking ahead, Persimmon has forecast between 11,000 and 11,500 completions this year, up from 10,664 in 2023. Analysts expect an operating profit of £447m, a 21% increase, largely due to a 4% rise in sales and the absence of last year's £36m in exceptional charges. With £259m in net cash as of December, analysts predict a small increase in Persimmon's dividend for 2025, from 60p to 62p per share. Other companies reporting next week include: Monday 11 August AST SpaceMobile (ASTS) Barrick Mining (B) AMC (AMC) Hypoport ( ING Group (ING) Marshalls (MSLH.L) Plus500 (PLUS.L) Salzgitter ( Tuesday 12 August Derwent London (DLN.L) Sea Limited ( Spirax (SPX.L) Wednesday 13 August Balfour Beatty (BBY.L) Beazley (BEZ.L) Hill & Smith (HILS.L) Thursday 14 August Admiral (ADM.L) Antofagasta (ANTO.L) Applied Materials (AMAT) Deere & Co (DE) (JD) NetEase (NTES) Nu (NU) Friday 15 August Flowers Foods (FLO) You can read Yahoo Finance's full calendar here.
Yahoo
17 minutes ago
- Yahoo
Profit margins for Irish supermarkets not 'notably high', says CCPC
A report from Ireland's Competition and Consumer Protection Commission (CCPC) indicates that profit margins for the Irish supermarkets do not appear to be 'notably high'. The report showed that for the year to February 2024, Tesco Ireland's operating profit margin decreased to 3.7% from 4% the previous year. Musgrave's profit margin also declined to 2.4% in 2023, a slight drop from 2.5%, while Aldi saw its profit margin reduce to 0.8% in 2023, down from 0.9% in 2022. In the update to 2023's high-level analysis of the Irish grocery retail sector, the consumer watchdog has stated that Irish supermarkets' profit margins are in line with those seen in the UK and other European regions. The CCPC's review encompassed an examination of market concentration, trends in grocery pricing both nationally and internationally, and broader issues pertinent to the sector that are within its scope. The findings from its analysis also revealed no evidence to suggest that competition within the Irish grocery retail sector is not working. It also notes that enhanced competition since 2005 has yielded significant advantages for consumers. Food price hikes in Ireland have remained substantially below the European average, aligning with a period of intensified market competition in Ireland. The CCPC stated: 'While food prices in Ireland remained high internationally, food inflation during the period analysed had been the lowest in the EU [European Union]'. The analysis indicates a considerable rise in grocery prices starting from 2021, with Irish consumers facing a 27% surge in prices by June 2025. The report continued: 'Ireland has experienced significant cumulative price increases since 2019 in import prices, agricultural commodity prices and producer prices, but retail prices have increased at a much slower pace. 'This may indicate that retailers are absorbing some of the cost pressures rather than passing them fully on to Irish consumers. "While the CCPC has not seen evidence to justify an in-depth study of the grocery retail sector, it remains a key market for the CCPC, which we will continue to review.' "Profit margins for Irish supermarkets not 'notably high', says CCPC" was originally created and published by Retail Insight Network, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio
Yahoo
17 minutes ago
- Yahoo
The Street Loves This ‘Strong Buy' Pharma Stock
Indivior (INDV) is up 90% since April and has consistently hit new highs, driven by optimism for Sublocade. INDV stock set its latest 52-week high in morning trading on Aug. 8. Technical indicators are overwhelmingly bullish. Indivior has a 100% 'Buy' rating from Barchart. Despite the current momentum, INDV is volatile and speculative. I recommend strict risk management and stop-loss strategies for any potential investment. Today's Featured Stock Valued at $3.03 billion, Indivior (INDV) is a specialty pharmaceutical company. It is engaged in discovering and developing medications and treatment for alcohol addiction, opioid overdose, cocaine intoxication, and co-occurring conditions, such as schizophrenia. Its future seems to be based on analysts' love of Sublocade, which is an extended-release injection of buprenorphine used for the treatment of moderate to severe opioid use disorder. Sublocade works by steadily releasing buprenorphine into the bloodstream, helping to reduce cravings and withdrawal symptoms associated with opioid dependence. More News from Barchart Robinhood Stock Seemingly Can't Be Stopped in 2025. Is It Too Late to Buy HOOD Here? Dear Ford Stock Fans, Mark Your Calendar for August 11 Cathie Wood Is Buying Shares of This Little-Known Ethereum Treasury Company. Should You? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! What I'm Watching I found today's Chart of the Day by using Barchart's powerful screening functions to sort for stocks with the highest technical buy signals; superior current momentum in both strength and direction; and a Trend Seeker 'buy' signal. I then used Barchart's Flipcharts feature to review the charts for consistent price appreciation. INDV checks those boxes. Since the Trend Seeker signaled a buy on April 25, the stock has gained 92.7%. INDV Price. vs Daily Moving Averages: Barchart Technical Indicators for Indivior Editor's Note: The technical indicators below are updated live during the session every 20 minutes and can therefore change each day as the market fluctuates. The indicator numbers shown below therefore may not match what you see live on the website when you read this report. These technical indicators form the Barchart Opinion on a particular stock. Indivior shares hit a new 52-week high on Aug. 8, touching $22.36 in morning trading. Indivior has a Weighted Alpha of +128.91. INDV has an 100% 'Buy' opinion from Barchart. The stock has gained 69.29% over the past year. INDV has its Trend Seeker 'Buy' signal intact. Indivior is trading above its 20-, 50-, and 100-day moving averages. The stock made 20 new highs and gained 46.08% in the last month. Relative Strength Index (RSI) is at 90%. There's a technical support level around $21.72. Don't Forget the Fundamentals $3.03 billion market capitalization. 12.36x trailing price-earnings ratio. Revenue is projected to decline 9.09% this year and another 1.16% next year. Earnings are estimated to increase only 1.10% this year and an additional 11.48% next year. Analyst and Investor Sentiment on Indivior I don't buy stocks because everyone else is buying, but I do realize that if major firms and investors are dumping a stock, it's hard to make money swimming against the tide. It looks like Wall Street analysts are bullish on INDV, and so is Morningstar. The Wall Street analysts tracked by Barchart have issued 7 'Strong Buy' and 1 'Moderate Buy' opinion on the stock. Their price targets are between $20-$30 with a consensus of $25.83. Morningstar thinks the stock is undervalued by 23% with a fair value of $28.77. Only 958 investors monitor the stock on Seeking Alpha, which rates the stock a 'Hold.' The Bottom Line on Indivior INDV currently has momentum and is hitting new highs. Analysts seem to think a turnaround may be in its future. I caution that INDV is volatile and even speculative in the current environment, which means investors should use strict risk management and stop-loss strategies. Today's Chart of the Day was written by Jim Van Meerten. Read previous editions of the daily newsletter here. Additional disclosure: The Barchart of the Day highlights stocks that are experiencing exceptional current price appreciation. They are not intended to be buy recommendations as these stocks are extremely volatile and speculative. Should you decide to add one of these stocks to your investment portfolio it is highly suggested you follow a predetermined diversification and moving stop loss discipline that is consistent with your personal investment risk tolerance. On the date of publication, Jim Van Meerten did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on 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
