Latest news with #LosGatos
Yahoo
13 hours ago
- Business
- Yahoo
First Majestic Silver (AG) Up on Gold, Silver Rally
We recently published . First Majestic Silver Corp. (NYSE:AG) is one of Monday's biggest gainers. First Majestic Silver snapped a five-day losing streak on Monday, adding 4.95 percent to close at $8.69 apiece, as investors resorted to bargain-hunting while digesting the rally in the prices of gold and silver. During the trading session, spot prices of silver were up by 1.97 percent or 0.75 points at $38.93 per troy ounce, while gold spot prices increased by 1.42 percent or 47.64 points at $3,397.58. Additionally, First Majestic Silver Corp. (NYSE:AG) saw its share prices drop by 10.68 percent last week after trading lower in the past five consecutive days, making it a prime target for dip buyers. In recent news, First Majestic Silver Corp. (NYSE:AG) announced the production of 3.7 million ounces of silver in the second quarter of the year, representing a 76-percent increase from the 2.1 million silver ounces in the same period last year. The bulk of the figure, or 1.5 million ounces, was produced at the Los Gatos site alone. An open-pit mine framed by a mountain range, highlighting the company's vast mining concessions. Meanwhile, produced silver equivalent stood at 7.9 million ounces, marking a 48-percent increase from 5.3 million year-on-year. The impact of the production on its earnings performance is expected to be announced during market hours on August 14. While we acknowledge the potential of AG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . 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
a day ago
- Business
- Yahoo
Netflix's Outlook Remains Strong Post Q2 Earnings Beat: Time to Hold?
Netflix NFLX delivered another solid quarterly performance in second-quarter 2025, beating analyst expectations and raising full-year guidance across multiple metrics. (Read More: Netflix Q2 Earnings Beat on Squid Game Finale, 2025 Outlook Raised)The streaming giant's results demonstrate continued momentum in subscriber growth, advertising revenues, and content engagement, though investors face the question of whether current valuations offer attractive entry points or warrant a patient has delivered impressive returns for shareholders so far in 2025, with the streaming giant's shares surging approximately 35.7% year to date, significantly outpacing other streaming competitors like Apple AAPL, Amazon AMZN, and Disney DIS, as well as the broader Zacks Consumer Discretionary sector and the S&P 500. Shares of Apple have lost 14.5%, while Disney and Amazon have returned 8.8% and 3.6% in the same time frame, respectively. NFLX Outperforms Sector, Competition Image Source: Zacks Investment Research Strong Revenue Performance Drives Guidance The company reported second-quarter 2025 revenues of $11.079 billion, representing 16% year-over-year growth that exceeded the consensus estimate. More significantly, Netflix raised its full-year 2025 revenue forecast to $44.8-$45.2 billion from the previous range of $43.5-$44.5 billion. This upward revision indicates anticipated growth of 15%-16% on a reported basis, or 16%-17% when adjusted for foreign exchange increase in revenues stems from multiple growth drivers working in tandem. Member growth accelerated toward the end of the second quarter, exceeding internal forecasts, while the company's advertising business continues gaining traction with expectations to roughly double ad revenues in 2025. Currency effects also provided a tailwind, as U.S. dollar weakness against major currencies enhanced international revenue contributions when translated back to third-quarter 2025, Netflix projects revenues of $11.526 billion, representing 17% growth on both reported and currency-neutral bases. This guidance suggests sustained momentum across pricing, membership expansion, and advertising Zacks Consensus Estimate for NFLX's 2025 revenues is pegged at $44.85 billion, indicating 15% year-over-year growth. The consensus mark for earnings is pegged at $25.81 per share, indicating a 30.16% increase from the previous year. Netflix, Inc. Price and Consensus Netflix, Inc. price-consensus-chart | Netflix, Inc. Quote See the Zacks Earnings Calendar to stay ahead of market-making news. Margin Expansion Reflects Operational Efficiency Netflix's profitability outlook has similarly improved, with the company raising its full-year operating margin target to 29.5% on a currency-neutral basis from the previous 29% forecast. At current exchange rates, this translates to approximately 30% reported operating margin for 2025. The second-quarter operating margin of 34% demonstrated the company's ability to scale efficiently while investing heavily in improved margin guidance primarily reflects the revenue upside flowing through to profitability, as operating expenses remain largely unchanged from previous forecasts. This operational leverage underscores Netflix's maturing business model, where incremental revenue growth translates more directly to bottom-line cash flow projections have also increased to $8.0-$8.5 billion from approximately $8.0 billion previously, reflecting the enhanced revenues and margin outlook. This cash generation capability supports continued content investment while enabling shareholder returns through share repurchases. Robust Content Pipeline Supports Long-Term Growth Netflix's content slate in the second half of 2025 represents one of its strongest lineups, featuring highly anticipated returns of marquee franchises. The fifth and final season of Stranger Things headlines the offering, alongside the second season of Wednesday and the third season of Alice in Borderland. These established properties have demonstrated significant global appeal and engagement new content pipeline spans diverse genres and international markets, including Billionaires' Bunker from Money Heist creator Álex Pina, the thriller Black Rabbit starring Jason Bateman and Jude Law, and House of Guinness from Peaky Blinders creator Steven Knight. This international approach aligns with Netflix's successful "local for local" strategy while creating content with broader market offerings include major sequels like Happy Gilmore 2 and prestige projects from Academy Award winners, including Kathryn Bigelow's A House of Dynamite and Guillermo del Toro's Frankenstein. The diverse slate positions Netflix to capture engagement across demographic segments and viewing preferences. Live Programming Expansion Creates New Opportunities Netflix's expansion into live programming continues with significant sporting events, including marquee boxing matches and the NFL Christmas Day doubleheader. These events serve multiple strategic purposes: driving subscriber acquisition, commanding premium advertising rates, and creating appointment viewing that enhances engagement live programming strategy represents a differentiated approach within the streaming landscape, potentially creating competitive advantages in both subscriber retention and advertising monetization as the company scales these capabilities. Investment Considerations and Outlook Netflix's second-quarter results and raised guidance demonstrate continued execution across key operational metrics. The combination of subscriber growth, advertising revenue expansion, margin improvement, and strong content pipeline suggests the company remains well-positioned for sustained investors should consider current valuations relative to growth expectations and competitive dynamics within streaming. Netflix trades at a premium with a forward 12-month P/S ratio of 10.81 compared to the broader Zacks Broadcast Radio and Television industry's forward earnings multiple of 4.48. The raised guidance may already be reflected in current share prices, potentially limiting near-term upside despite strong fundamentals. NFLX's P/S F12M Ratio Depicts Premium Valuation Image Source: Zacks Investment Research Conclusion For existing shareholders, the results support a hold strategy given the company's demonstrated ability to execute across multiple growth vectors. New investors might consider waiting for more attractive entry points, particularly given the strong execution already evident in current valuations. The company's improving cash generation and margin expansion provide downside protection while the content pipeline supports long-term growth prospects. NFLX currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 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 Inc. (AMZN) : Free Stock Analysis Report Apple Inc. (AAPL) : Free Stock Analysis Report Netflix, Inc. (NFLX) : Free Stock Analysis Report The Walt Disney Company (DIS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
2 days ago
- Business
- Yahoo
First Majestic (AG) Falls 10.68% W/W After Record High
We recently published First Majestic Silver Corp. (NYSE:AG) is one of this week's top performers. First Majestic Silver dropped its share prices by 10.68 percent last week, finishing Friday at $8.28 versus $9.27 on July 11, as the company lacked further leads to support its recent rally to a record high. Last Monday, First Majestic Silver Corp. (NYSE:AG) soared to a new 52-week high of $9.48 after announcing on July 8 its total production figures for the second quarter of the year. However, the company was unable to support the momentum as investors already priced in the news, evident from the five straight days of declines last week. According to First Majestic Silver Corp. (NYSE:AG), it was able to mine 3.7 million ounces of silver during the period, representing a 76-percent increase from the 2.1 million silver ounces in the same period last year. The bulk of the figure, representing 1.5 million ounces, was produced at the Los Gatos site alone. An open-pit mine framed by a mountain range, highlighting the company's vast mining concessions. Meanwhile, silver equivalent produced stood at 7.9 million ounces, marking a 48-percent increase from 5.3 million year-on-year. Impact of the second quarter production to its second quarter earnings performance is expected to be announced during market hours on August 14. While we acknowledge the potential of AG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . 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
4 days ago
- Business
- Yahoo
Netflix Thrives as Estimates Topped, Forecast Raised
Netflix reported second-quarter results that exceeded investor expectations in every major metric. The company raised its forecast for full-year sales and profit margins, expecting to generate up to $45.2 billion in sales and an operating margin of 29.5%. Bloomberg Intelligence's Geetha Ranganathan has more on "Bloomberg The Close." 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
Wall Street Journal
4 days ago
- Business
- Wall Street Journal
Heard on the Street Recap: Down Stream
Netflix fell 5% after a positive quarterly earnings report. The streaming giant beat expectations with its second-quarter revenue and upgraded its full-year guidance. Investors were unimpressed, however, amid questions about how it will grow into an inflated valuation: its shares are up 36% this year.
