Latest news with #Enviri
Yahoo
30-05-2025
- Business
- Yahoo
3 Cash-Burning Stocks Facing Headwinds
Rapid spending isn't always a sign of progress. Some cash-burning businesses fail to convert investments into meaningful competitive advantages, leaving them vulnerable. Negative cash flow can lead to trouble, but StockStory helps you identify the businesses that stand a chance of making it through. That said, here are three cash-burning companies to avoid and some better opportunities instead. Trailing 12-Month Free Cash Flow Margin: -2.1% Cooling America's first indoor ice rink in the 19th century, Enviri (NYSE:NVRI) offers steel and waste handling services. Why Should You Sell NVRI? Sales trends were unexciting over the last two years as its 7.1% annual growth was below the typical industrials company Cash-burning history makes us doubt the long-term viability of its business model Limited cash reserves may force the company to seek unfavorable financing terms that could dilute shareholders Enviri's stock price of $8.15 implies a valuation ratio of 2.6x forward EV-to-EBITDA. If you're considering NVRI for your portfolio, see our FREE research report to learn more. Trailing 12-Month Free Cash Flow Margin: -2.9% Founded in 1991 as one of the pioneers in translating genetic discoveries into clinical applications, Myriad Genetics (NASDAQ:MYGN) develops genetic tests that assess disease risk, guide treatment decisions, and provide insights across oncology, women's health, and mental health. Why Do We Think MYGN Will Underperform? Annual revenue growth of 1.8% over the last five years was below our standards for the healthcare sector Earnings per share fell by 29.7% annually over the last five years while its revenue grew, showing its incremental sales were much less profitable Negative returns on capital show that some of its growth strategies have backfired, and its shrinking returns suggest its past profit sources are losing steam Myriad Genetics is trading at $4.09 per share, or 32.5x forward P/E. To fully understand why you should be careful with MYGN, check out our full research report (it's free). Trailing 12-Month Free Cash Flow Margin: -1.8% Following its 2023 acquisition of DISH Network, EchoStar (NASDAQ:SATS) provides satellite communications, pay-TV services, wireless networks, and broadband solutions across consumer and enterprise markets. Why Are We Cautious About SATS? Incremental sales over the last five years were much less profitable as its earnings per share fell by 11.5% annually while its revenue grew 6.8 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position Unfavorable liquidity position could lead to additional equity financing that dilutes shareholders At $20.50 per share, EchoStar trades at 3.6x forward EV-to-EBITDA. Read our free research report to see why you should think twice about including SATS in your portfolio, it's free. 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 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). 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 for free. Sign in to access your portfolio
Yahoo
27-05-2025
- Business
- Yahoo
B&G Foods, AMC Networks, Enviri, Etsy, and Udemy Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +2.0%, S&P 500 +2.0%) as President Trump postponed the planned 50% tariff on European Union imports, shifting the start date to July 9, 2025. Companies with substantial business ties to Europe likely had some relief as the delay reduced near-term cost pressures and preserved cross-border demand. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Shelf-Stable Food company B&G Foods (NYSE:BGS) jumped 6%. Is now the time to buy B&G Foods? Access our full analysis report here, it's free. Broadcasting company AMC Networks (NASDAQ:AMCX) jumped 5.6%. Is now the time to buy AMC Networks? Access our full analysis report here, it's free. Waste Management company Enviri (NYSE:NVRI) jumped 5.7%. Is now the time to buy Enviri? Access our full analysis report here, it's free. Online Marketplace company Etsy (NASDAQ:ETSY) jumped 5.1%. Is now the time to buy Etsy? Access our full analysis report here, it's free. Consumer Subscription company Udemy (NASDAQ:UDMY) jumped 5.9%. Is now the time to buy Udemy? Access our full analysis report here, it's free. B&G Foods's shares are somewhat volatile and have had 13 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 7 months ago when the stock dropped 19.4% on the news that the company reported underwhelming third-quarter 2024 earnings. Its sales and earnings missed Wall Street's estimates. Given the poor results, it lowered its full-year revenue and EPS guidance, suggesting the weaknesses recorded during the quarter might persist as management called out a slower-than-expected recovery in sales trends. While the weak trends partly explained the declining volumes during the quarter, the sale of the Green Giant U.S. shelf-stable product line also had a negative impact. Overall, this was a weaker quarter. B&G Foods is down 40.5% since the beginning of the year, and at $4.25 per share, it is trading 55.7% below its 52-week high of $9.59 from June 2024. Investors who bought $1,000 worth of B&G Foods's shares 5 years ago would now be looking at an investment worth $177.39. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. 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
15-05-2025
- Business
- Yahoo
NVRI Q1 Earnings Call: Clean Earth Delivers, Steel Headwinds Persist, Rail Risk Reduced
Steel and waste handling company Enviri (NYSE:NVRI) missed Wall Street's revenue expectations in Q1 CY2025, with sales falling 8.7% year on year to $548.3 million. Its non-GAAP loss of $0.15 per share was 29.7% above analysts' consensus estimates. Is now the time to buy NVRI? Find out in our full research report (it's free). Revenue: $548.3 million vs analyst estimates of $560.1 million (8.7% year-on-year decline, 2.1% miss) Adjusted EPS: -$0.15 vs analyst estimates of -$0.21 (29.7% beat) Adjusted EBITDA: $66.94 million vs analyst estimates of $60.8 million (12.2% margin, 10.1% beat) Management lowered its full-year Adjusted EPS guidance to -$0.23 at the midpoint, a 73.1% decrease EBITDA guidance for the full year is $315 million at the midpoint, above analyst estimates of $310.9 million Operating Margin: 5.5%, in line with the same quarter last year Free Cash Flow was -$15.02 million compared to -$25.53 million in the same quarter last year Market Capitalization: $610.2 million Enviri's first quarter results reflected mixed dynamics across its segments, as management highlighted Clean Earth's margin expansion and operational resilience amid challenging market conditions. CEO Nick Grasberger pointed to Clean Earth's 'record first quarter results,' crediting both volume and price improvements, while Harsco Environmental faced ongoing steel market headwinds, and the Rail segment remained pressured by legacy contracts. Management also described the completion of a major contract renegotiation in Rail as a critical risk-reduction milestone, with new leadership appointments expected to further stabilize operations. Looking ahead, Enviri's full-year guidance is shaped by expectations of continued momentum in Clean Earth and stable performance in Harsco Environmental, despite global trade uncertainties and steel industry overcapacity. Grasberger cautioned that 'macroeconomic uncertainty driven by the ongoing global trade issues' could slow demand, but the company does not anticipate material direct impacts from new tariffs. Management is focused on operational efficiency, cash flow improvement, and executing IT initiatives in Clean Earth to drive future margin gains. Enviri's leadership discussed the divergent performance of its business units, with Clean Earth's operational improvements standing out. The Rail segment's contract renegotiation is expected to reduce ongoing financial risk, while steel market challenges continue to weigh on Harsco Environmental. Clean Earth Margin Expansion: Clean Earth achieved over 100 basis points of margin growth, driven by balanced price and volume increases, and ongoing operational efficiencies, particularly through routing and disposal optimization. Steel Market Pressures: Harsco Environmental continued to face excess capacity and subdued demand in the global steel sector. Management noted that recent EU actions to support local steelmakers could be beneficial, but an improvement in customer volumes has yet to materialize. Rail Contract Amendment: The renegotiation of a major engineered-to-order (ETO) contract with Deutsche Bahn resulted in higher contract revenue and a more realistic delivery schedule, reducing future penalty risk and improving segment outlook. IT and Productivity Initiatives: The rollout of the 'One Clean Earth' IT platform is expected to drive further efficiency gains and margin improvements, with management expressing optimism about additional cost-saving opportunities ahead. Leadership Team Renewal: The appointment of a new President and CFO for the Rail segment is intended to address operational bottlenecks and supply chain management, supporting a turnaround in that business unit. Management's outlook for the remainder of the year centers on Clean Earth's growth, operational improvements, and mitigating macroeconomic risks from global trade and steel overcapacity. Clean Earth Volume and IT Gains: Management expects Clean Earth's growth to be increasingly driven by volume improvements and productivity gains from the One Clean Earth IT initiative, supporting margin expansion. Steel Demand Uncertainty: Persistently weak global steel demand and ongoing capacity issues remain a risk for Harsco Environmental, though recent trade measures in Europe and a weaker U.S. dollar could provide some relief. Rail Recovery Path: Successful execution of amended ETO contracts, combined with new leadership and operational improvements, is critical to stabilizing Rail's performance and reducing its drag on consolidated cash flow. Larry Solow (CJS Securities): Asked about the impact of tariffs and steel demand on Harsco Environmental; management emphasized currency benefits and efficiency programs to offset site closures, while noting steel volumes are expected to remain flat in the near term. Larry Solow (CJS Securities): Inquired about Clean Earth's volume outlook; CEO Nick Grasberger highlighted visibility into second-quarter volume growth and the importance of IT-driven efficiencies, while acknowledging no signs yet of economic slowdown. Rob Brown (Lake Street Capital Markets): Sought details on the remaining risks in the Deutsche Bahn ETO contract; CFO Tom Vadaketh explained that risks are now mainly tied to successful product testing and homologation later this year. Rob Brown (Lake Street Capital Markets): Questioned the sustainability of Clean Earth's margin expansion; management stated that margin gains are broad-based and ongoing, with IT initiatives expected to drive further improvements. Davis Baynton (BMO Capital Markets): Asked about steel market capacity and underlying demand trends; management reiterated that volume growth is limited but expects a stronger second half from new site ramp-ups and operational initiatives. In the coming quarters, the StockStory team will monitor (1) Clean Earth's ability to sustain margin and volume growth as IT initiatives roll out, (2) any tangible recovery in global steel demand that could lift Harsco Environmental's volumes, and (3) the effectiveness of new Rail leadership and contract risk mitigation strategies. Progress in these areas, alongside macroeconomic conditions and potential shifts in trade policy, will be key to assessing Enviri's execution against its strategic goals. Enviri currently trades at a forward EV-to-EBITDA ratio of 2.4×. In the wake of earnings, is it a buy or sell? The answer lies in our free research report. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. 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 Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
Yahoo
13-05-2025
- Business
- Yahoo
Rogers, Enviri, 3M, Gates Industrial Corporation, and Helios Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after the major indices popped (Nasdaq +3.4%, S&P 500 +2.5%) in response to the positive outcome of U.S.-China trade negotiations, as both sides agreed to pause some tariffs for 90 days, signaling a potential turning point in ongoing tensions. This rollback cuts U.S. tariffs on Chinese goods to 30% and Chinese tariffs on U.S. imports to 10%, giving companies breathing room to reset inventories and supply chains. However, President Trump clarified that tariffs could go "substantially higher" if a full deal with China wasn't reached during the 90-day pause, but not all the way back to the previous levels. Still, the agreement has cooled fears of a prolonged trade war, helping stabilize expectations for global growth and trade flows and fueling renewed optimism. The optimism appeared concentrated in key trade-sensitive sectors, particularly technology, retail, and industrials, as lower tariffs reduce cost pressures and restore cross-border demand. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Electronic Components & Manufacturing company Rogers (NYSE:ROG) jumped 7.4%. Is now the time to buy Rogers? Access our full analysis report here, it's free. Waste Management company Enviri (NYSE:NVRI) jumped 5.5%. Is now the time to buy Enviri? Access our full analysis report here, it's free. General Industrial Machinery company 3M (NYSE:MMM) jumped 5.4%. Is now the time to buy 3M? Access our full analysis report here, it's free. Engineered Components and Systems company Gates Industrial Corporation (NYSE:GTES) jumped 7%. Is now the time to buy Gates Industrial Corporation? Access our full analysis report here, it's free. Gas and Liquid Handling company Helios (NYSE:HLIO) jumped 5.8%. Is now the time to buy Helios? Access our full analysis report here, it's free. Rogers's shares are not very volatile and have only had 9 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The previous big move we wrote about was 26 days ago when the stock dropped 5% on the news that Federal Reserve Chair Jerome Powell signaled a cautious stance on future monetary policy decisions during a speech in Chicago, emphasizing that trade tariffs could add upward pressure to inflation in the short term and complicate the Fed's efforts to stabilize the economy. He warned that such trade measures are "likely to move us further away from our goals," referring to the Fed's dual mandate of price stability and maximum employment. The comments did little to improve sentiment, as major indices were already in the negative territory in the morning session after Nvidia announced it might be unable to sell some high-end chips (including the H20 chips) to China due to export controls and requirements from the Trump administration. As a result, the company planned to take a $5.5 billion charge due to inventory writedowns and canceled sales. Adding to the sector's pressure, chip tool maker ASML posted weak bookings (a key demand indicator) which fell below Wall Street's expectations, noting that tariffs had made the industry's outlook more uncertain. Taken together, these updates likely fueled investor anxiety, amplifying concerns about global trade tensions, tech sector vulnerability, and the Fed's limited room to maneuver in an increasingly uncertain macro environment. Rogers is down 29% since the beginning of the year, and at $70.17 per share, it is trading 47.4% below its 52-week high of $133.40 from July 2024. Investors who bought $1,000 worth of Rogers's shares 5 years ago would now be looking at an investment worth $660.24. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Sign in to access your portfolio
Yahoo
04-05-2025
- Business
- Yahoo
Analysts Are Updating Their Enviri Corporation (NYSE:NVRI) Estimates After Its First-Quarter Results
It's been a good week for Enviri Corporation (NYSE:NVRI) shareholders, because the company has just released its latest quarterly results, and the shares gained 5.4% to US$7.07. Results look to have been somewhat negative - revenue fell 2.1% short of analyst estimates at US$548m, although statutory losses were somewhat better. The per-share loss was US$0.17, 32% smaller than the analysts were expecting prior to the result. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. Our free stock report includes 1 warning sign investors should be aware of before investing in Enviri. Read for free now. Following last week's earnings report, Enviri's three analysts are forecasting 2025 revenues to be US$2.30b, approximately in line with the last 12 months. Losses are predicted to fall substantially, shrinking 83% to US$0.26. Yet prior to the latest earnings, the analysts had been forecasting revenues of US$2.30b and losses of US$0.27 per share in 2025. It looks like there's been a modest increase in sentiment in the recent updates, with the analysts becoming a bit more optimistic in their predictions for losses per share, even though the revenue numbers were unchanged. View our latest analysis for Enviri There's been no major changes to the consensus price target of US$14.33, suggesting that reduced loss estimates are not enough to have a long-term positive impact on the stock's valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Enviri at US$24.00 per share, while the most bearish prices it at US$8.00. So we wouldn't be assigning too much credibility to analyst price targets in this case, because there are clearly some widely different views on what kind of performance this business can generate. With this in mind, we wouldn't rely too heavily the consensus price target, as it is just an average and analysts clearly have some deeply divergent views on the business. Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Enviri's revenue growth is expected to slow, with the forecast 0.4% annualised growth rate until the end of 2025 being well below the historical 8.7% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 6.7% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Enviri. The most obvious conclusion is that the analysts made no changes to their forecasts for a loss next year. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that Enviri's revenue is expected to perform worse than the wider industry. The consensus price target held steady at US$14.33, with the latest estimates not enough to have an impact on their price targets. With that in mind, we wouldn't be too quick to come to a conclusion on Enviri. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Enviri analysts - going out to 2027, and you can see them free on our platform here. Plus, you should also learn about the 1 warning sign we've spotted with Enviri . 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
