Latest news with #Avantor
Yahoo
30-05-2025
- Business
- Yahoo
Why Is Teladoc (TDOC) Down 0.1% Since Last Earnings Report?
A month has gone by since the last earnings report for Teladoc (TDOC). Shares have lost about 0.1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Teladoc due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. It turns out, fresh estimates have trended downward during the past month. The consensus estimate has shifted -13.87% due to these changes. At this time, Teladoc has a strong Growth Score of A, though it is lagging a bit on the Momentum Score front with a B. Following the exact same course, the stock was allocated a grade of B on the value side, putting it in the top 40% for this investment strategy. Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Notably, Teladoc has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Teladoc belongs to the Zacks Medical Services industry. Another stock from the same industry, Avantor, Inc. (AVTR), has gained 0.6% over the past month. More than a month has passed since the company reported results for the quarter ended March 2025. Avantor reported revenues of $1.58 billion in the last reported quarter, representing a year-over-year change of -5.9%. EPS of $0.23 for the same period compares with $0.22 a year ago. Avantor is expected to post earnings of $0.25 per share for the current quarter, representing no change from the year-ago quarter. Over the last 30 days, the Zacks Consensus Estimate remained unchanged. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #4 (Sell) for Avantor. Also, the stock has a VGM Score of C. 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 Teladoc Health, Inc. (TDOC) : Free Stock Analysis Report Avantor, Inc. (AVTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
30-05-2025
- Business
- Yahoo
Why Avantor, Inc. (NYSE:AVTR) Could Be Worth Watching
Avantor, Inc. (NYSE:AVTR), is not the largest company out there, but it received a lot of attention from a substantial price movement on the NYSE over the last few months, increasing to US$17.68 at one point, and dropping to the lows of US$11.94. Some share price movements can give investors a better opportunity to enter into the stock, and potentially buy at a lower price. A question to answer is whether Avantor's current trading price of US$13.04 reflective of the actual value of the mid-cap? Or is it currently undervalued, providing us with the opportunity to buy? Let's take a look at Avantor's outlook and value based on the most recent financial data to see if there are any catalysts for a price change. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Great news for investors – Avantor is still trading at a fairly cheap price according to our price multiple model, where we compare the company's price-to-earnings ratio to the industry average. We've used the price-to-earnings ratio in this instance because there's not enough visibility to forecast its cash flows. The stock's ratio of 12.42x is currently well-below the industry average of 32.36x, meaning that it is trading at a cheaper price relative to its peers. However, given that Avantor's share is fairly volatile (i.e. its price movements are magnified relative to the rest of the market) this could mean the price can sink lower, giving us another chance to buy in the future. This is based on its high beta, which is a good indicator for share price volatility. See our latest analysis for Avantor Investors looking for growth in their portfolio may want to consider the prospects of a company before buying its shares. Although value investors would argue that it's the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. Though in the case of Avantor, it is expected to deliver a negative earnings growth of -17%, which doesn't help build up its investment thesis. It appears that risk of future uncertainty is high, at least in the near term. Are you a shareholder? Although AVTR is currently trading below the industry PE ratio, the adverse prospect of negative growth brings about some degree of risk. We recommend you think about whether you want to increase your portfolio exposure to AVTR, or whether diversifying into another stock may be a better move for your total risk and return. Are you a potential investor? If you've been keeping tabs on AVTR for some time, but hesitant on making the leap, we recommend you dig deeper into the stock. Given its current price multiple, now is a great time to make a decision. But keep in mind the risks that come with negative growth prospects in the future. If you want to dive deeper into Avantor, you'd also look into what risks it is currently facing. Be aware that Avantor is showing 3 warning signs in our investment analysis and 2 of those make us uncomfortable... If you are no longer interested in Avantor, you can use our free platform to see our list of over 50 other stocks with a high growth potential. 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. Sign in to access your portfolio
Associated Press
16-05-2025
- Business
- Associated Press
Avantor® to Participate in the 2025 RBC Capital Markets Global Healthcare Conference
RADNOR, Pa., May 16, 2025 /PRNewswire/ -- Avantor, Inc. (NYSE: AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries, announced that Brent Jones, Executive Vice President and Chief Financial Officer, will be participating in a fireside chat at the RBC Capital Markets Global Healthcare Conference in New York on Tuesday, May 20, 2025 at approximately 8:00 a.m. Eastern Time. To view the presentation slides and to hear a live audio webcast of the session, visit Events & Presentations in the Investor section of Avantor's website, Following the live webcast, the presentation slides will be available on our website and a replay of the webcast will be available for 30 days. About Avantor Avantor® is a leading life science tools company and global provider of mission-critical products and services to the life sciences and advanced technology industries. We work side-by-side with customers at every step of the scientific journey to enable breakthroughs in medicine, healthcare, and technology. Our portfolio is used in virtually every stage of the most important research, development and production activities at more than 300,000 customer locations in 180 countries. For more information, visit and find us on LinkedIn, X (Twitter) and Facebook. Investor Relations Contact Allison Hosak Senior Vice President, Global Communications Avantor 908-329-7281 [email protected] Global Media Contact Eric Van Zanten Head of External Communications Avantor 610-529-6219 [email protected] View original content to download multimedia: SOURCE Avantor and Financial News
Yahoo
12-05-2025
- Business
- Yahoo
AVTR Q1 Earnings Call: CEO Transition and Margin Focus Amid Weak Market Conditions
Life sciences company Avantor (NYSE:AVTR) missed Wall Street's revenue expectations in Q1 CY2025, with sales falling 5.9% year on year to $1.58 billion. Its non-GAAP profit of $0.23 per share was in line with analysts' consensus estimates. Is now the time to buy AVTR? Find out in our full research report (it's free). Revenue: $1.58 billion vs analyst estimates of $1.61 billion (5.9% year-on-year decline, 1.6% miss) Adjusted EPS: $0.23 vs analyst estimates of $0.23 (in line) Adjusted EBITDA: $269.5 million vs analyst estimates of $277.4 million (17% margin, 2.8% miss) Operating Margin: 9.3%, in line with the same quarter last year Free Cash Flow Margin: 5.1%, down from 6.4% in the same quarter last year Organic Revenue fell 2.1% year on year (-6.3% in the same quarter last year) Market Capitalization: $8.19 billion Avantor's first quarter results reflected ongoing challenges across its core markets, with management candidly acknowledging underperformance in revenue, particularly in the Lab Solutions segment. CEO Michael Stubblefield highlighted that customer caution in education, government, and early-stage biotech, along with policy changes and funding cuts, weighed on demand. In response, leadership is executing a series of targeted actions to regain momentum, including supply chain improvements, digital platform upgrades, and a renewed focus on account acquisition under Corey Walker, the newly onboarded President of Lab Solutions. Looking ahead, management's guidance incorporates persistent market headwinds but leans on cost transformation initiatives and operational discipline to protect margins and cash flow. Stubblefield stated, 'We are not satisfied with our growth and are taking aggressive actions to reignite the top line regardless of the macro backdrop.' The company's updated outlook assumes continued caution in public sector spending and uncertainty around tariffs, but management expects incremental savings from expanded cost programs to drive margin stability even if revenue remains pressured. Avantor's leadership addressed both internal and external factors behind first quarter results and outlined specific remediation steps. Management emphasized the need to control what is within their reach, including operational efficiency and strategic investments, while recognizing the impact of market-wide funding pressures and competition. CEO Transition Announced: Michael Stubblefield will step down as CEO when a successor is named. The Board seeks a leader with a proven growth record, signaling an intent to reset strategy and leadership focus. Lab Solutions Weakness: Reduced demand from academic, government, and early-stage biotech customers—attributed to U.S. policy changes and funding cuts—drove underperformance in Lab Solutions. Management noted increased competition, with some customer volume shifting to rivals. Cost Transformation Expansion: Avantor expanded its multiyear cost savings program, targeting $400 million in annual run-rate savings by 2027 (up from $300 million by 2026). The initiative aims to offset external headwinds and support margin stability. Digital and Pricing Initiatives: The company accelerated the rollout of an AI-enabled e-commerce platform and revamped its pricing strategy using digital tools, aiming to improve customer experience and profitability. The first phase of this pricing transformation is scheduled to go live later in the quarter. Strength in Bioprocessing Order Book: While Bioscience Production faced headwinds in controlled environment consumables, management reported strong growth in process ingredients and single-use offerings, with a healthy order book supporting expectations for improvement in the second quarter. Management's outlook for the rest of the year centers on persistent demand headwinds, ongoing cost discipline, and targeted investments in digital capabilities to offset external pressures and drive operational improvement. Market Uncertainty Remains: The company expects continued caution in education and government, muted funding for early-stage biotech, and ongoing competitive intensity, all of which may constrain top-line growth. Tariff and Policy Risks: Future performance will depend on how effectively Avantor navigates evolving global trade policies and tariff-related costs, particularly with 2% cost of goods sold exposure to China. Management is working to offset potential impacts through supply chain adjustments and pricing. Cost Initiatives as a Buffer: The expanded cost transformation program is expected to deliver incremental margin improvement and support free cash flow, even if revenue remains subdued. Early digital investments, including the AI-enabled e-commerce platform, are intended to enhance efficiency and strengthen customer retention. Michael Ryskin (Bank of America): Asked about the step-up in second quarter guidance and whether the improvement was due to timing or underlying market changes. Management attributed it to typical seasonal strength and timing, emphasizing a balanced and prudent outlook. Vijay Kumar (Evercore): Sought clarity on Bioprocessing demand, especially for controlled environment consumables. CEO Stubblefield explained demand weakness was due to customers optimizing usage in response to macro headwinds but expressed confidence in the order book and ongoing corrective actions. Rachel Vatnsdal Olson (JPMorgan): Probed for details on declines in academic and government equipment and consumables, and how these trends are reflected in guidance. Management confirmed both segments remain under pressure and current trends are assumed to persist for the year. Daniel Brennan (TD Cowen): Pressed on the impact of U.S.–China tariffs and how much of the exposure is included in guidance. CFO Brent Jones said no material impact from tariffs is assumed, with mitigation efforts underway, and provided context on alternative sourcing and flexibility. Luke Sergott (Barclays): Inquired about the scope of business transformation in Lab Solutions and whether changes address portfolio gaps or competitive weaknesses. Management emphasized cross-functional improvements, new leadership, and digital investments to drive commercial performance and customer retention. In upcoming quarters, the StockStory team will be monitoring (1) the effectiveness of digital and pricing initiatives in accelerating Lab Solutions growth, (2) any improvement in demand from academic, government, and biotech customers as funding environments evolve, and (3) execution of the expanded cost transformation program and its impact on margins and cash flow. Progress in mitigating tariff exposure and the outcome of the CEO transition will also be critical signposts for the company's trajectory. Avantor currently trades at a forward P/E ratio of 11×. Should you load up, cash out, or stay put? See for yourself in our free research report. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.
Yahoo
04-05-2025
- Business
- Yahoo
Is Avantor, Inc. (AVTR) One of the Best Falling Stocks to Buy According to Analysts?
We recently published a list of . In this article, we are going to take a look at where Avantor, Inc. (NYSE:AVTR) stands against other best falling stocks to buy according to analysts. Over the past two years, bulls have been in control, pushing US markets to new heights with each pullback. Major indices rallied to record highs as artificial intelligence emerged as a key investment theme, especially in the technology sector. Stocks also rallied amid expectations that the US Federal Reserve will cut interest rates on inflationary pressures subsiding significantly. The rally to record highs saw valuations get out of hand beyond historical norms. A change of administration and policies in the US was always going to be the catalyst to sway investors to exit risky bets amid the premium valuations. Donald Trump's taking over, waging a trade war against allies, and imposing stringent tariffs on imports into the US is the latest headwind that is sending US equity markets lower. The S&P 500 is already down by about 6%, and the tech-heavy NASDAQ is down by about 8%. The pullbacks come on growing concerns that the tariff war fuelled by Trump could plunge the global economy into recession. Similarly, there are growing fears that the US Federal Reserve will refrain from cutting interest rates as inflationary pressures show signs of edging higher. Consequently, the US equity market remains on edge, with stocks exposed to the tariff war pulling back by double-digit percentage points. The uncertainty around President Trump's tariffs and policies is sure to heighten volatility in the markets, as was the case in his first term. Trump's announcement of tariffs on Chinese imports in 2018 and 2019 caused stocks to perform poorly, according to data from economists at the Federal Reserve Bank of New York. Fast forward, we are seeing a repeat of similar performance in 2025, but on a larger scale. Nevertheless, a falling stock market will always present unique investment opportunities for investors with a high-risk tolerance. As prices come down, opportunities to invest in stocks trading at highly discounted valuations are increasingly cropping up. ″'Buying the dip' depends upon your timeframe,' says Richard Smith, CEO of investing tool RiskSmith. 'If you can keep your money in the markets for at least a couple of years, this is a good dip to buy. You'll likely be disappointed if you're banking on the market reversing [soon] and heading back up to new highs.' Although it's unclear if the stock sell-off will steepen in the weeks to come, there are exceptionally safe, historically inexpensive, time-tested stocks worth buying on the dip. In line with Warren Buffett's strategy of pursuing opportunities when there is a blood bath, the best stocks in a shaky market will always be those with a rare combination of quality and healthy potential for growth. To curate the list of the 11 best-falling stocks to buy according to analysts, we used the Finviz stock screener. We defined falling stocks as those trading within 0% to 10% of their 52-week lows. Using the Finviz stock screener, we got an aggregated list of stocks that fit our criteria. Next, we ranked these stocks in ascending order based on analysts' upside potential (as of May 2). We have also mentioned the hedge fund sentiment around each stock, as of Q4 2024. At Insider Monkey, we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (). A team of scientists working together to develop a new lab product or process. Avantor, Inc. (NYSE:AVTR) is a medical instruments and supplies company that provides mission-critical products and services to customers in biopharma, healthcare, education, and government sectors. Its stock has been under pressure, going by the 38% year-to-date slide. On April 28, RBC Capital reiterated a Buy rating on the stock but cut the price target to $20. On April 25, Avantor, Inc. (NYSE:AVTR) delivered mixed first-quarter 2025 results. While adjusted earnings per share came in at 23 cents better than the 22 cents a share delivered the same quarter last year, revenue fell 5.9% year-over-year to $1.58 billion. The sales slump was fueled by an 8% drop in the Laboratory Solutions segment, which was impacted by lower demand. The stock remains under pressure on the confirmation that CEO Michael Stubblefield is stepping down and a cut to the guidance. The company expects organic revenue to range between 1% and -1%, down from the previous guidance of 1% to 3%. It also expects EBITDA margin to range between 17.5% and 18.5%, down from an initial guidance of 18% to 19%. Avantor, Inc. (NYSE:AVTR) has reviewed its full-year outlook to reflect funding and policy-related headwinds. Nevertheless, the company has also moved to strengthen its Lab solution segment. It also plans to cut operational costs by $400 million by 2027. Overall, AVTR ranks 10th on our list of best falling stocks to buy according to analysts. While we acknowledge the potential of AVTR as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AVTR but that trades at less than 5 times its earnings check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
