Latest news with #ZTS
Yahoo
4 days ago
- Business
- Yahoo
Why Zoetis (ZTS) is a Top Momentum Stock for the Long-Term
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Many investors also have a go-to methodology that helps guide their buy and sell decisions. One way to find winning stocks based on your preferred way of investing is to use the Zacks Style Scores, which are indicators that rate stocks based on three widely-followed investing types: value, growth, and momentum. Different than value or growth investors, momentum-oriented investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks. Parsippany, NJ-based Zoetis Inc. came into existence following Pfizer's decision to spin off its animal health business. The entity started trading on the NYSE on Feb. 1, 2013, under the name Zoetis. The company is a leader in the animal health space, which focuses on livestock and companion animals in seven major product categories: parasiticides, vaccines, dermatology, anti-infectives, pain and sedation, other pharmaceutical and animal health diagnostics. Zoetis has a diversified business, which caters to eight core species — cattle, swine, poultry, fish and sheep (collectively, livestock) and dogs, cats and horses (collectively, companion animals). ZTS is a Zacks Rank #3 (Hold) stock, with a Momentum Style Score of B and VGM Score of B. Shares are up 3.2% over the past one week and up 7.4% over the past four weeks. ZTS has lost 1.4% in the last one-year period as well. Looking at trading volume, an average of 3,002,777.25 shares exchanged hands over the last 20 trading days. Momentum investors also pay close attention to a company's earnings. For ZTS, 10 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.18 to $6.26 per share for 2025. ZTS boasts an average earnings surprise of 5.2%. Investors should take the time to consider ZTS for their portfolios due to its solid Zacks Ranks, notable earnings metrics, and impressive Momentum and VGM Style Scores. 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 Zoetis Inc. (ZTS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
5 days ago
- Business
- Yahoo
Zoetis Inc. (ZTS): A Bull Case Theory
We came across a bullish thesis on Zoetis Inc. (ZTS) on Best Anchor Stocks' Substack. In this article, we will summarize the bulls' thesis on ZTS. Zoetis Inc. (ZTS)'s share was trading at $161.97 as of 22nd May. ZTS's trailing and forward P/E were 29.08 and 26.18 respectively according to Yahoo Finance. Syda Productions/ Zoetis (ZTS) reported mixed earnings that triggered a 5% sell-off, though the stock partially recovered the next day. While headline numbers were not disastrous, underlying concerns justified the reaction. Operational revenue grew 9%, but reported revenue rose just 1% due to FX headwinds and the recent divestiture of the low-margin MFA business, which ironically improved margins—gross margin expanded by 140 bps and operating margin by 150 bps. The company's capital return strategy remains robust, with buybacks accounting for 83% of free cash flow over the past year and a 2.4% year-over-year reduction in share count, boosting EPS growth above net income. Despite this, organic growth decelerated slightly, largely due to weaker-than-expected adoption of Librela, Zoetis' osteoarthritis pain monoclonal antibody. Though Librela posted 17% U.S. growth, management acknowledged slow uptake from poor awareness and macro pressures, leading to a downward revision of operational net income guidance. This is troubling, given Librela's previously expected outsized contribution to future growth and margins. However, Zoetis unveiled a new, long-acting OA pain MAB in the pipeline—administered quarterly, with fewer side effects and a distinct brand—which could reset the narrative if approved in late 2025. Meanwhile, core franchises in parasiticides and dermatology (Simparica and Apoquel) continue to post double-digit growth despite rising competition. The shift toward retail, now 21% of U.S. sales, enhances reach but slightly dilutes the vet-driven moat. Ultimately, while near-term execution challenges around Librela weigh on sentiment, Zoetis' market leadership, innovation pipeline, and structural tailwinds support a favorable long-term outlook. We have previously covered Zoetis Inc. (ZTS) in December 2024 wherein we summarized a bull thesis by Business Model Mastery on Substack. The author highlighted Zoetis (ZTS) as a top play on the booming pet care market. Since then, the company has delivered strong Q3 results, led by blockbuster osteoarthritis and dermatology treatments, retail expansion, and global growth. With rising chronic care demand and diagnostics adoption, ZTS remains a long-term compounder. Zoetis Inc. (ZTS) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 76 hedge fund portfolios held ZTS at the end of the fourth quarter which was 62 in the previous quarter. While we acknowledge the risk and potential of ZTS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ZTS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
03-04-2025
- Business
- Yahoo
Vertosoft Named Illumio's Newest Software Distributor for the Public Sector, Enhancing Cybersecurity Capabilities
LEESBURG, VIRGINIA / / April 3, 2025 / Vertosoft is thrilled to announce that they have been named as Illumio's newest software distributor for the public sector. With this newly formed partnership, Illumio Zero Trust Segmentation (ZTS), part of Illumio's breach containment platform, will be readily available to the public sector through Vertosoft's direct contracts as well through their partner network. The addition of Illumio's ZTS solution to Vertosoft's cybersecurity portfolio reinforces Vertosoft's commitment to helping the public sector contain breaches and enhance their security posture in support of their missions. "We are excited to partner with Illumio and deliver unmatched visibility and threat containment across agencies' infrastructures through their Zero Trust Segmentation solution." said Josh Slattery, Vice President of Tech Sales at Vertosoft. "Illumio's advanced cybersecurity capabilities align perfectly with Vertosoft's mission of delivering secure infrastructure to the public sector, ensuring that we can safeguard our nation's digital assets effectively." "Segmentation ensures that everyday attacks don't escalate into mission-impacting breaches," said Todd Palmer, Senior Vice President of Global Partner Sales and Alliances at Illumio. "Illumio Zero Trust Segmentation offers a straightforward and effective way to contain threats, minimize risk, and build resilience. We're thrilled to partner with Vertosoft to jointly deliver value to the public sector and empower them to stay agile against today's cyberthreats." Illumio's ZTS solution is designed to stop the spread of breaches and provide comprehensive visibility across hybrid attack surfaces. Offering unparalleled visibility, consistent enforcement, and enhanced cyber resilience, enabling government agencies to perform their missions despite increasing adversary attacks. With the Government Cloud achieving FedRAMP® Authorization to Operate at the Moderate Impact Level, Illumio ensures mission success through modern breach containment. By reducing unnecessary lateral movement across multi-cloud and hybrid infrastructures, protecting critical resources and preventing the spread of cyberattacks. Eliminating blind spots, preventing lateral movement, ringfencing high-value assets, and ensuring continuous protection, Illumio helps the public sector move securely to the cloud and control information sharing. About Vertosoft At Vertosoft we are a trusted, value-driven distributor of innovative technology solutions. Our experienced team and tailored services equip our channel partners and suppliers with the tools, contracts, and secure systems needed to succeed in the public sector market. Visit for more information. Visit for more information. Contact Information Mary Dawson Digital Marketing Managerinfo@ Nicole Bongianino Channel Marketing SOURCE: Vertosoft View the original press release on ACCESS Newswire Sign in to access your portfolio
Yahoo
29-01-2025
- Business
- Yahoo
Zoetis Inc. (ZTS): A Bull Case Theory
We came across a bullish thesis on Zoetis Inc. (ZTS) on Substack by Business Model Mastery. In this article, we will summarize the bulls' thesis on ZTS. Zoetis Inc. (ZTS)'s share was trading at $170.42 as of Jan 28th. ZTS's trailing and forward P/E were 32.03 and 29.41 respectively according to Yahoo Finance. Lucky Business/ Zoetis has emerged as a leader in the rapidly evolving animal health industry, benefiting from key trends like the humanization of pets, innovation in veterinary care, and a strong commitment to sustainability. As more pet owners view their animals as family members, the demand for advanced, human-grade veterinary care has skyrocketed, and Zoetis has capitalized on this shift. In its Companion Animal Segment, the company has seen remarkable growth, with a 15% operational increase in Q3 2024, driven by products like Librela and Solensia, which address osteoarthritis pain in aging pets. Solensia, in particular, achieved a 97% global revenue growth, highlighting the willingness of pet owners to invest in cutting-edge treatments for their animals. The trend towards preventive and chronic care has also benefited Zoetis, as a significant portion of its revenues now comes from treatments addressing long-term conditions in pets. Its Dermatology Franchise, including products like Apoquel and Cytopoint, grew 16% operationally in Q3 2024, reflecting the rising demand for chronic condition management as pets age. These products cater to common dermatological issues, which are increasingly prevalent among older pets. This growing demand for chronic care solutions aligns with the broader industry trend, as the global market for chronic disease diagnostics and treatments is expected to expand at a 7%-8% CAGR, with Zoetis well-positioned to capture a significant share. Diagnostics have become a cornerstone of Zoetis' strategy, particularly in the realm of preventive care. Through its therapeutic offerings like Librela, Zoetis has brought treatment to 500,000 new osteoarthritis patients since its U.S. launch. The growing adoption of diagnostic tools in veterinary care is another opportunity for the company, as the global veterinary diagnostics market is projected to reach $8.9 billion by 2027. Zoetis is leveraging its expertise to help veterinarians detect and manage conditions like arthritis and cancer early, improving outcomes for pets and driving revenue growth for the company. In addition to these therapeutic and diagnostic advancements, Zoetis has embraced retail distribution and e-commerce as key components of its strategy. The company has successfully driven 20% of Simparica Trio's U.S. sales through retail channels, highlighting the shift towards more convenient distribution methods. E-commerce, particularly for preventive care products, is a rapidly growing market, with online sales expected to grow at a 9% CAGR through 2030. This growing retail and online presence has helped Zoetis reach more pet owners, further enhancing its market position. Zoetis is also focusing on international growth, with its global revenues increasing by 13% operationally. The company has seen strong demand for both companion animal products and livestock vaccines in emerging markets, such as Brazil and Eastern Europe. By 2030, emerging markets are expected to account for 40% of global veterinary market growth, providing significant opportunities for Zoetis as it continues to expand its global footprint. In the livestock segment, Zoetis is pivoting toward sustainable, high-growth areas like vaccines and genetics, as demonstrated by its recent sale of its medicated feed additive portfolio for $400 million. These innovations not only improve animal health but also align with more sustainable farming practices, which are becoming increasingly important in today's climate-conscious world. With the livestock health market expected to grow at an 8.3% CAGR, Zoetis is well-positioned to remain a leader in both the companion animal and livestock health markets. Overall, Zoetis' focus on innovation, global expansion, and sustainability, combined with its leadership in therapeutic breakthroughs and diagnostics, ensures that the company is well-positioned to continue driving growth in the animal health industry. Whether addressing the needs of aging pets, tapping into emerging markets, or advancing sustainable solutions for livestock health, Zoetis is shaping the future of animal health and remains a top player in this dynamic and growing sector. Zoetis Inc. (ZTS) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 62 hedge fund portfolios held ZTS at the end of the third quarter which was 61 in the previous quarter. While we acknowledge the risk and potential of ZTS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ZTS but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
