Latest news with #Trefis
Forbes
13 hours ago
- Business
- Forbes
What To Expect From Freeport-McMoRan Stock's Q2?
CHONGQING, CHINA - APRIL 20: In this photo illustration, the Freeport-McMoRan logo is displayed on a ... More smartphone screen, with the company's blue and black branding visible in the background, on April 20, 2025, in Chongqing, China. (Photo illustration by) Freeport-McMoRan (NYSE:FCX) is scheduled to announce its earnings on Wednesday, July 23, 2025. The consensus earnings are estimated to be approximately $0.44 per share, and revenues are projected to rise by nearly 5% compared to the same quarter last year. This growth is anticipated to be fueled by higher copper prices and consistent production, especially from its Grasberg mine. Additionally, there could be extra advantages if U.S. tariffs on imported copper are implemented. Nonetheless, challenges persist due to copper price fluctuations and operational challenges in Indonesia. Overall, forecasts indicate moderate earnings growth and the possibility for upside if commodity prices and policy developments align. On a different note, can oil foster peace? See – Trump's Russia Math, Simplified. The company currently has a market capitalization of $65 billion. Over the past twelve months, it generated revenues of $25 billion and achieved operational profitability with $6.5 billion in operating profits and a net income of $1.8 billion. Therefore, if you are looking for upside with lower volatility than individual stocks, the Trefis High Quality portfolio offers an alternative – having outperformed the S&P 500 and produced returns exceeding 91% since its inception. See earnings reaction history of all stocks Freeport-McMoRan's Historical Odds Of Positive Post-Earnings Return Some insights on one-day (1D) post-earnings returns: Additional data for observed 5-Day (5D) and 21-Day (21D) returns following earnings are summarized along with the statistics in the table below. FCX 1D, 5D, and 21D Post Earnings Return Correlation Between 1D, 5D, and 21D Historical Returns A relatively lower-risk approach (though not effective if the correlation is weak) is to analyze the correlation between short-term and medium-term returns after earnings, identify a pair with the strongest correlation, and carry out the corresponding trade. For instance, if 1D and 5D demonstrate the highest correlation, a trader could position themselves "long" for the next 5 days if the 1D post-earnings return is positive. Here is some correlation data based on the 5-year and 3-year (more recent) history. Note that "correlation 1D_5D" refers to the relationship between 1D post-earnings returns and subsequent 5D returns. FCX Correlation Between 1D, 5D, and 21D Historical Returns Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (a combination of all 3, the S&P 500, S&P mid-cap, and Russell 2000), producing strong returns for investors. Additionally, if you are looking for upside with a smoother experience than an individual stock like Freeport-McMoRan, consider the High Quality portfolio, which has outperformed the S&P and achieved >91% returns since inception.
Forbes
6 days ago
- Business
- Forbes
What To Expect From Alcoa's Q2?
Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images Alcoa (NYSE:AA) is scheduled to announce its earnings on Wednesday, July 16, 2025. Consensus earnings are estimated to be approximately $0.51 per share, while revenues are projected to increase by nearly 2% compared to the same quarter last year. The company's results expectations are influenced by tariff disruptions, mixed performance among business units, and uncertain aluminum demand—slightly offset by sturdy alumina margins and effective internal cost management. The Alumina segment is anticipated to remain robust, benefiting from steady demand and advantageous cost structures. Meanwhile, the Aluminum segment faces pressure from elevated costs and weakness in global pricing, particularly affected by the tariff burden. The company has a current market capitalization of $7.9 billion. Revenue for the past twelve months reached $13 billion, and it was operationally profitable with $1.6 billion in operating profits and net income of $860 million. That being said, if you are looking for upside with lower volatility than individual stocks, the Trefis High Quality portfolio provides an alternative – it has outperformed the S&P 500 and generated returns exceeding 91% since its inception. View earnings reaction history of all stocks Alcoa's Historical Odds Of A Positive Post-Earnings Return Here are some insights regarding one-day (1D) post-earnings returns: Additional information regarding the observed 5-Day (5D) and 21-Day (21D) returns post earnings is summarized along with the statistics in the table below. 5-Day (5D) and 21-Day (21D) returns post earnings Correlation Between 1D, 5D, and 21D Historical Returns A relatively less risky strategy (though not applicable if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, identify a pair that has the highest correlation, and execute the corresponding trade. For instance, if 1D and 5D demonstrate the highest correlation, a trader can position themselves "long" for the subsequent 5 days if the 1D post-earnings return is positive. Below is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation 1D_5D refers to the correlation between 1D post-earnings returns and following 5D returns. Correlation Between 1D, 5D, and 21D Historical Returns Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (a combination of the S&P 500, S&P mid-cap, and Russell 2000), delivering strong returns for investors. Additionally, if you prefer upside with a more stable experience than investing in an individual stock like Alcoa, consider the High Quality portfolio, which has surpassed the S&P and achieved over 91% returns since its inception. Invest with Trefis Market-Beating Portfolios See all Trefis Price Estimates
Forbes
7 days ago
- Business
- Forbes
Buy JBHT Stock Ahead of Its Upcoming Earnings?
UKRAINE - 2021/05/08: In this photo illustration, the J.B. Hunt logo of the American transportation ... More and logistics company seen on a smartphone and on a pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images) JB Hunt Transport Services (NASDAQ:JBHT) is set to release its earnings report on Tuesday, July 15, 2025. Historically, JBHT has experienced a favorable one-day stock return after earnings announcements in 55% of cases over the last five years. The median positive return on these days was 1.4%, with an apex one-day gain of 8.7%. For traders focused on events, recognizing these historical trends can be advantageous. There are two main strategies: For the approaching quarter, analysts project earnings of $1.32 per share and sales amounting to $2.93 billion. These projections match the company's performance for the same quarter last year. Reviewing the company's broader financial outlook, it currently has a market capitalization of $15 billion. Over the past twelve months, the company generated $12 billion in revenue, with $816 million in operating income and a net profit of $561 million. Nonetheless, if you are looking for upside with reduced volatility compared to individual stocks, the Trefis High Quality portfolio offers an alternative — having outperformed the S&P 500 and delivering returns above 91% since its start. See earnings reaction history of all stocks JB Hunt Transport Services' Historical Odds of Positive Post-Earnings Return Observations regarding one-day (1D) post-earnings returns include: Additional data regarding observed 5-Day (5D) and 21-Day (21D) returns post earnings is summarized, along with the statistics in the table below. JBHT 1D, 5D, and 21D Post Earnings Return Correlation Between 1D, 5D, and 21D Historical Returns A comparatively lower-risk strategy (though ineffective if the correlation is minimal) involves understanding the correlation between short-term and medium-term returns post earnings, identifying a pairing with the strongest correlation, and executing the suitable trade. For instance, if 1D and 5D reflect the highest correlation, a trader can take a 'long' position for the following 5 days if the 1D post-earnings return is positive. Here is some correlation data derived from 5-year and 3-year (more recent) history. Please note that the correlation 1D_5D refers to the relationship between 1D post-earnings returns and following 5D returns. JBHT Correlation Between 1D, 5D and 21D Historical Returns Discover more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (a combination of all 3 indices: the S&P 500, S&P mid-cap, and Russell 2000), delivering strong returns for investors. Additionally, if you desire upside with a more stable experience than an individual stock like JB Hunt Transport Services, consider the High Quality portfolio, which has surpassed the S&P and achieved >91% returns since its inception.
Forbes
20-06-2025
- Business
- Forbes
Buy or Sell FDX Stock Ahead of Its Upcoming Earnings?
FedEx (NYSE:FDX) is set to release its fiscal Q4 2025 earnings on Tuesday, June 24, 2025. Historically, FedEx's stock has demonstrated varied reactions to earnings announcements over the last five years. After earnings releases, the stock has recorded positive one-day returns in 50% of instances, with a median increase of 6.6%. Conversely, in the remaining 50% of cases, it has faced negative one-day returns, with a median decrease of 4.8%. For event-driven traders, grasping these historical trends can prove advantageous. You can utilize this information in two main ways: Analysts anticipate FedEx will report earnings of $5.86 per share and sales of $21.8 billion for Q4 2025. This is an increase from the same quarter last year, when the earnings were $5.41 per share on sales of $22.1 billion. From a fundamental perspective, FedEx currently holds a market capitalization of $54 billion. In the past twelve months, the company achieved $88 billion in revenue, with operating profits reaching $6.0 billion and a net income of $3.9 billion, reflecting operational profitability. However, if you are looking for potential gains with lower volatility than individual stocks, the Trefis High Quality portfolio offers an alternative, having outperformed the S&P 500 and yielded returns exceeding 91% since its establishment. Separately, see – Archer Aviation: What's Happening With ACHR Stock? View the earnings reaction history of all stocks Here are some insights regarding one-day (1D) post-earnings returns: Additional information for the observed 5-Day (5D) and 21-Day (21D) returns after earnings is summarized along with the statistics in the table below. FDX 1D, 5D, and 21D Post Earnings Return Trefis A relatively lower-risk strategy (although not effective if the correlation is minimal) is to comprehend the correlation between short-term and medium-term returns post earnings, identify a pair with the highest correlation, and execute the appropriate trade. For instance, if 1D and 5D indicate the highest correlation, traders can position themselves 'long' for the following 5 days if the 1D post-earnings return is positive. Below is some correlation data based on a 5-year and 3-year (more recent) history. Note that correlation 1D_5D refers to the correlation between 1D post-earnings returns and subsequent 5D returns. Discover more about Trefis RV strategy, which has outperformed its all-cap stocks benchmark (a combination of the S&P 500, S&P mid-cap, and Russell 2000), producing robust returns for investors. Additionally, if you desire potential upside with a smoother experience compared to an individual stock like FedEx, contemplate the High Quality portfolio, which has outperformed the S&P and achieved >91% returns since its inception.
Forbes
20-06-2025
- Business
- Forbes
Is SOFI Stock A Buy After Its 15% Rally?
SoFi stock (NASDAQ: SOFI) has seen a significant increase of over 15% in the past month. This surge appears to be partly fueled by the successful IPO of Chime, which seems to have had a positive ripple effect across the broader fintech sector. After a multi-year freeze in public offerings, fintech companies like Chime are finally entering the market, albeit with more modest valuations and tempered expectations. See – Strong Growth, Improving Earnings Make Chime Stock A Buy? However, despite this recent rise, SoFi's stock, currently trading around $15, no longer appears attractive. We have a couple of key concerns that make its current valuation seem excessively high. Our conclusion is based on a comprehensive analysis comparing SoFi's current valuation with its recent operating performance and its historical and current financial health. We've evaluated SoFi Technologies across critical parameters including Growth, Profitability, Financial Stability, and Downturn Resilience. Our findings indicate that the company has only a moderate operating performance and financial condition. That said, if you seek upside with lower volatility than individual stocks, the Trefis High Quality portfolio presents an alternative - having outperformed the S&P 500 and generated returns exceeding 91% since its inception. On a separate note, see Archer Aviation: What's Happening With ACHR Stock? Going by what you pay per dollar of sales or profit, SOFI stock looks expensive compared to the broader market. SoFi Technologies' Revenues have grown considerably over recent years. SoFi Technologies' profit margins are much worse than most companies in the Trefis coverage universe. SoFi Technologies' balance sheet looks strong. SOFI stock has fared much worse than the benchmark S&P 500 index during some of the recent downturns. While investors have their fingers crossed for a soft landing by the U.S. economy, how bad can things get if there is another recession? Our dashboard How Low Can Stocks Go During A Market Crash captures how key stocks fared during and after the last six market crashes. In summary, SoFi Technologies' performance across the parameters detailed above is as follows: SoFi's performance across the analyzed parameters has been neutral. Considering its high valuation compared to the benchmark index, we believe the stock is currently unattractive. In fact, SoFi's own average price-to-sales (P/S) ratio over the last three years was 4.5 times, significantly lower than the current 5.9 times. While we acknowledge that the success of Chime's IPO and SoFi's expanding customer base might lead some investors to assign higher valuation multiples, it's crucial to consider the inherent risks. These include elevated interest rates and geopolitical tensions, both of which could impact the broader markets. Furthermore, SoFi has shown relatively less resilience to such adverse economic conditions. For investors seeking to mitigate these risks, our Trefis High Quality (HQ) Portfolio offers a compelling alternative. It applies a robust risk assessment framework to its collection of 30 stocks, which has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.
