Latest news with #Mettler-Toledo
CNBC
20-05-2025
- Business
- CNBC
Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Dell, Alphabet, Boeing, Salesforce, Microsoft & more
Here are Tuesday's biggest calls on Wall Street: UBS upgrades Mettler-Toledo to buy from neutral UBS said the lab instrumentation medical company has resilience and pricing power. "We're upgrading Mettler-Toledo (MTD ) to Buy supported by a constructive view of: 1) incremental opportunities for service sales, 2) industry leading pricing power, 3) beneficial portfolio exposure, and 4) a medium-term tailwind from reshoring." Deutsche Bank upgrades MKS to buy from hold Deutsche said it sees an attractive entry point for the semicap company. "We upgrade MKSI to a Buy. Elevated sub-system inventories at semicap customers appear to have abated as of its most recent earnings report, one of our biggest concerns facing its core semiconductor sub-systems business when we initiated coverage June 2024." Bank of America reiterates Nvidia as buy The firm said it came away feeling more bullish after the CEO's keynote address at the Computex conference. " NVDA's key differentiators include its ability to: 1) expand its addressable market across multiple vectors of silicon, systems, software and services, 2) drive scale with global supply-chain partners, and 3) solid balance sheet to make strategic investments in the ecosystem." Goldman Sachs reiterates Microsoft as buy Goldman said it has "increasing conviction" in Microsoft's AI investments. "We reiterate our Buy rating while raising our PT to $550 (vs. $480 prior) as we mark-to-market our multiples." Wells Fargo reiterates JPMorgan as overweight Wells said the banking giant is firing on all cylinders following its investor day on Monday. "JPM further showcased "Goliath is Winning," given likely ongoing share gains with superior returns and efficiency, consistent w/our preview..." BMO reiterates Alphabet as outperform BMO said its survey checks of fears over Alphabet search competition are unwarranted. "Fears that Google Search will be disrupted by AI Search competitors are overblown, as users report higher levels of loyalty to Google and satisfaction with Google's AI Overviews. Reiterate Outperform and $200 Target Price." Wells Fargo initiates SAP as overweight Wells said the software solutions company is defensive. "SAP stands out as a defensive horizontal story w/ vertical (or at least idiosyncratic) traits likely to resonate in a fluid tape. See cloud migration momentum driving cont. growth re-accel & closing margin gap w/ mature peers." Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's sticking with top pick Tesla. "We find market expectations around Tesla's near-term automotive business remain too high and do not fully reflect the quantum of incremental capacity and competition coming out of China, ultimately having an impact in international markets." Wolfe upgrades LivaNova to outperform from peer perform Wolfe said the med-tech company is well positioned for growth. "What's sustainable organic growth for LIVN? 2025 guide is 7%-8% but we view real growth this year as 6%+ (not inclined to look through shut down of a smaller business). Is 6%+ a good zip code 2026+? Yes…do not believe this is crazy." Citi upgrades Kinetik Holdings to buy from neutral Citi said investors should buy the dip in the nat gas pipeline company. "We upgrade KNTK to Buy from Neutral following an > 20% decline in the stock price which we now believe has created a more attractive risk-return proposition." Wells Fargo reiterates Dell as a top pick Wells said it's sticking with the stock ahead of earnings next week. "Dell remains Top Pick - AI momentum (best positioned for materializing Blackwell cycle) + pos. trad'l server demand." KBW upgrades Blue Owl to outperform from market perform KBW said the alternative investment company is best positioned. " OWL is well positioned to benefit from growing retail demand for direct lending/credit strategies." Bernstein reiterates Boeing as outperform Bernstein raised its price target on Boeing to $249 per share from $218. "Key events over the last ten days have been: Qatar Airways widebody order, AviLease 737MAX order, IAG 787 order, UAE Chinook helicopter order, restart of deliveries to China, restart of KC-46 tanker deliveries, and some loosening of tariff concerns." Citi upgrades Air Lease to buy from neutral Citi said the air craft lessor is well positioned. "Buy-rated Air Lease should benefit from a global air travel resurgence, especially in Asia. Morgan Stanley reiterates Salesforce as overweight The firm said it's sticking with Salesforce heading into earnings next week. "Low investor expectations, matched with achievable targets and an undemanding multiple yield limited downside, framing a positive risk/reward. OW." Evercore ISI upgrades Hewlett Packard Enterprise to outperform from in line Evercore said it sees an attractive risk/reward for the stock and lifted its price target to $22 per share from $17. "Net/Net: We view the current risk/reward as favorable, with multiple pathways to upside if investors have the duration. Therefore, we're upgrading our rating on shares of HPE to Outperform and raising our target to $22." Loop downgrades MongoDB to hold from buy Loop said AI tailwinds are emerging slower than expected for the software company. "We are downgrading our rating on MDB from Buy to Hold and lowering our PT from $350 to $190."
Business Insider
20-05-2025
- Business
- Business Insider
Mettler-Toledo upgraded to Buy from Neutral at UBS
UBS upgraded Mettler-Toledo (MTD) to Buy from Neutral with a price target of $1,350, down from $1,530. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks straight to you inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Yahoo
16-05-2025
- Business
- Yahoo
MTD Q1 Earnings Call: Tariffs, Supply Chain Shifts, and Margin Mitigation Take Center Stage
Precision measurement company Mettler-Toledo (NYSE:MTD) reported Q1 CY2025 results beating Wall Street's revenue expectations , but sales fell by 4.6% year on year to $883.7 million. Its non-GAAP profit of $8.19 per share was 3.9% above analysts' consensus estimates. Is now the time to buy MTD? Find out in our full research report (it's free). Revenue: $883.7 million vs analyst estimates of $875.1 million (4.6% year-on-year decline, 1% beat) Adjusted EPS: $8.19 vs analyst estimates of $7.88 (3.9% beat) Adjusted EBITDA: $266.4 million vs analyst estimates of $246.3 million (30.1% margin, 8.2% beat) Management lowered its full-year Adjusted EPS guidance to $41.63 at the midpoint, a 2.5% decrease Operating Margin: 24.8%, down from 26.9% in the same quarter last year Free Cash Flow Margin: 20.1%, up from 18.6% in the same quarter last year Organic Revenue fell 2.7% year on year (0.1% in the same quarter last year) Market Capitalization: $23.76 billion Mettler-Toledo's first quarter results were shaped by ongoing global trade disruptions, cautious customer behavior, and a sharp focus on supply chain optimization. CEO Patrick Kaltenbach highlighted underlying growth in laboratory and process analytics, excluding shipping recovery impacts from the prior year, and emphasized the company's ability to offset volume headwinds with pricing actions and operational improvements. The quarter also saw mixed performance across regions, with China and core industrial markets experiencing particular softness, while process analytics and product inspection segments showed resilience. Looking ahead, management cited continued uncertainty driven by tariffs, slower macroeconomic trends, and delayed customer investment—especially in China and the industrial segment. CFO Shawn Vadala explained the company's lowered full-year earnings guidance and outlined ongoing mitigation efforts, including price increases, surcharges, and accelerated supply chain moves to counteract a projected $115 million annual tariff headwind. Kaltenbach stated, "We remain agile to respond to changes in market conditions and convinced of the long-term opportunity in our end markets." Mettler-Toledo's leadership underscored the quarter's operational complexity and the evolving external environment, which shaped both the Q1 results and the company's outlook for the rest of the year. Tariff Impact and Mitigation: Management estimated $115 million in annual tariff costs, with actions underway to fully offset this by next year. These include supply chain shifts, cost savings, and pricing adjustments, though a near-term margin headwind is expected. Supply Chain Resilience Initiatives: The company accelerated manufacturing expansion in Mexico to reduce exposure to China and diversify sourcing, a move designed to enhance flexibility and buffer against future trade policy changes. Laboratory and Process Analytics Growth: Excluding prior-year shipping recoveries, laboratory and process analytics segments saw growth, benefiting from innovations such as digital sensors for bioprocessing and new titration instruments, particularly in biopharma markets. Core Industrial and Food Retail Weakness: Core industrial sales declined modestly, and food retail contracted as anticipated. Delays in large industrial projects and cautious customer spending—especially in China—contributed to the softness. Service Business Expansion: Service revenues increased 6% in Q1, supported by targeted investments in sales programs and telesales, with management expressing confidence in the sustainability of this growth due to a large installed base and ongoing service initiatives. Management's outlook for the remainder of the year is shaped by external tariff risks, continued supply chain adaptation, and persistent macroeconomic uncertainty in key markets, particularly China. Tariff Mitigation Execution: The effectiveness and timing of supply chain relocation efforts, price increases, and surcharges will be crucial for offsetting tariff-driven margin pressure. Management expects most mitigation actions to be realized by the end of the year. Customer Investment Timing: Delayed customer investment, especially in China and core industrial, is expected to persist, with volume growth in the second half of the year likely to remain similar to the first half barring a significant shift in macro conditions. Growth in Biopharma and Service: Innovations in process analytics and laboratory automation, primarily serving biopharma, are expected to drive relative strength, while the service business—backed by a growing installed base—is positioned as a stable contributor to revenue and profitability. Dan Leonard (UBS): Asked about updated China growth forecasts and the impact of onshoring. Management projected slight declines in China, with lab up low single digits and industrial down. They noted onshoring is not yet a major revenue driver. Patrick Donnelly (Citi): Inquired about the breakdown of tariff impacts and pricing offsets. CFO Vadala detailed that supply chain moves, cost savings, and higher pricing should largely offset tariff costs over time, though near-term headwinds remain. Brandon Couillard (Wells Fargo): Sought clarity on whether order delays were concentrated in China or core industrial globally. Management confirmed customer hesitation and project delays are mainly a China issue, with U.S. delays linked to specific large projects. Rachel Vatnsdal (JPMorgan): Asked how customer caution and macro uncertainty affect second quarter versus back half expectations. Management replied that volume growth is expected to remain flat between halves, with pricing providing incremental support later in the year. Catherine Schulte (Baird): Queried about exposure to potential new European tariffs and capital deployment. Management confirmed significant U.S. imports from Switzerland and no change to buyback plans, regardless of share price movements. In upcoming quarters, the StockStory team will closely monitor (1) the pace and effectiveness of tariff mitigation initiatives, including supply chain relocation and pricing actions, (2) signs of stabilization or renewed investment among industrial and laboratory customers—particularly in China, and (3) sustained growth in process analytics and service revenues. Successful execution in these areas will be key to supporting margins and meeting revised earnings targets. Mettler-Toledo currently trades at a forward P/E ratio of 26.3×. Is the company at an inflection point that warrants a buy or sell? The answer lies in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out 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-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. 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Yahoo
07-05-2025
- Business
- Yahoo
10x Genomics (TXG) Reports Q1: Everything You Need To Know Ahead Of Earnings
Biotech company 10x Genomics (NASDAQ:TXG) will be announcing earnings results tomorrow after the bell. Here's what investors should know. 10x Genomics beat analysts' revenue expectations by 3.5% last quarter, reporting revenues of $165 million, down 10.3% year on year. It was a slower quarter for the company, with a significant miss of analysts' EPS estimates and full-year revenue guidance missing analysts' expectations. Is 10x Genomics a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting 10x Genomics's revenue to decline 5.9% year on year to $132.7 million, a reversal from the 5% increase it recorded in the same quarter last year. Adjusted loss is expected to come in at -$0.29 per share. 10x Genomics Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. 10x Genomics has missed Wall Street's revenue estimates twice over the last two years. Looking at 10x Genomics's peers in the life sciences tools & services segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Medpace delivered year-on-year revenue growth of 9.3%, beating analysts' expectations by 6%, and Mettler-Toledo reported a revenue decline of 4.6%, topping estimates by 1%. Medpace traded down 2.1% following the results while Mettler-Toledo was up 4.3%. Read our full analysis of Medpace's results here and Mettler-Toledo's results here. There has been positive sentiment among investors in the life sciences tools & services segment, with share prices up 5.9% on average over the last month. 10x Genomics is up 18.8% during the same time and is heading into earnings with an average analyst price target of $15.27 (compared to the current share price of $8.48). 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.
Yahoo
06-05-2025
- Business
- Yahoo
Earnings To Watch: Illumina (ILMN) Reports Q1 Results Tomorrow
Genomics company Illumina (NASDAQ:ILMN) will be announcing earnings results this Thursday afternoon. Here's what to expect. Illumina beat analysts' revenue expectations by 2.1% last quarter, reporting revenues of $1.10 billion, flat year on year. It was a strong quarter for the company, with an impressive beat of analysts' full-year EPS guidance estimates. Is Illumina a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Illumina's revenue to decline 1.9% year on year to $1.04 billion, in line with the 1.9% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.94 per share. Illumina Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Illumina has missed Wall Street's revenue estimates four times over the last two years. Looking at Illumina's peers in the life sciences tools & services segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Medpace delivered year-on-year revenue growth of 9.3%, beating analysts' expectations by 6%, and Mettler-Toledo reported a revenue decline of 4.6%, topping estimates by 1%. Medpace traded down 2.1% following the results while Mettler-Toledo was up 4.3%. Read our full analysis of Medpace's results here and Mettler-Toledo's results here. There has been positive sentiment among investors in the life sciences tools & services segment, with share prices up 3.7% on average over the last month. Illumina is up 5.3% during the same time and is heading into earnings with an average analyst price target of $115.55 (compared to the current share price of $77.35). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.
