Latest news with #guidance
Yahoo
2 hours ago
- Entertainment
- Yahoo
Your Daily MomScope for August 01, 2025
It takes a village to raise a child. Sometimes we need a little extra guidance from the stars to manage motherhood. Momscope is here to help. Aries Your child needs to get out and try something new from time to time. It's up to you to remind them about the importance of having and acting on this pioneering spirit. Encourage them to take that all-important first step. Taurus You need have no fears about your baby when they must mingle with children from another country or culture. Because they will always find a way to charm them, and find a way to communicate no matter what. You have only to watch and learn. Gemini Of course, preaching will not get you anywhere with your little one. But that doesn't mean you shouldn't keep repeating valuable life lessons. If they hear your advice and admonitions often enough, they'll eventually sink in. Cancer Miscommunication can so easily happen today. With their limited vocabulary, your tyke may say something that doesn't sound quite right. It's up to you to try to translate what they're saying and perhaps phrase it more effectively. Leo You will find an opportunity today to share your passion for travel with your little one. There's no time like the present to figure out where that next big trip will take you both -- even if it's only from your armchair. Find your cosmic purpose. Receive personalized astrological guidance with Astrology+. Virgo Go ahead and go with the flow today. Your baby may ask for something out of the ordinary -- like pancakes or cereal for supper. As long as they're getting some good nutrition and it's not unreasonable you can give in just this once. Libra Express yourself! There's no reason why all your work gear need be so conservative, and your 'momwear' even more so. Follow the tyke's example and wear something in a vibrant spring shade today. You'll be happy and right on trend. Scorpio Someone may urge you to take a financial risk today, but that wouldn't be the wisest thing to do. Hard times don't always call for desperate measures. You'll do much better if you stay on a sensible, time-worn path towards your goals. Sagittarius Time for a big adventure! There are so many things to see and do at the park or playground or zoo. Make an early start and pack a lunch, so you won't have to miss out on a single experience that's on tap. Capricorn Some days all you can do is persevere. Today, whenever it seems like you're making slow progress, be proud of the fact that you're making progress at all. And there's always someone waiting at day care to give you a big sticky hug. Aquarius Tag! You're it! Social director for the day, that is. That party at day care won't get organized by itself. Or maybe the tyke just can't get that tea party to come together. Once you're in charge, fun times are guaranteed. Pisces Whoops! You may have let the cat out of the bag about a secret. You could just wait and hope it all blows over. A better approach would be to get started right away on damage control, and everything will be fine. Do your stars align? Find out your Compatibility Score and reveal the truth! Solve the daily Crossword
Yahoo
7 hours ago
- Business
- Yahoo
Lam Research Projects Strong FY26, But China-Driven Growth Faces Market Skepticism
Lam Research (NASDAQ:LRCX) delivered stronger-than-expected earnings and raised its full-year guidance, driven by robust demand from China that defied broader industry headwinds. However, despite the upbeat tone and improved outlook, shares of the chipmaking equipment giant fell more than 5% in Thursday trading, as investors questioned the durability of growth driven largely by a geopolitically sensitive region. In its fiscal fourth quarter, Lam reported adjusted earnings of $1.33 per share on revenue of $5.171 billion, both figures surpassing Wall Street estimates of $1.20 and $4.997 billion, company also issued an optimistic forecast for the first quarter of fiscal 2026, projecting adjusted EPS in the range of $1.10 to $1.30 on revenue between $4.9 billion and $5.5 billion, well above consensus estimates of $0.98 and $4.607 billion. Driving the outperformance was a sharp uptick in orders from China, prompting Lam to revise its 2025 wafer fabrication equipment (WFE) market forecast upward from $100 billion to $105 billion. Analysts noted that the company's momentum in China now sets it apart from peers, particularly as consensus had expected the region's WFE spend to decline this year. Needham analyst Charles Shi, who maintained a Buy rating and lifted his price forecast from $110 to $115, described the quarter as a "strong beat-and-raise," underscored by demand in China and renewed multinational investment. According to Shi, China accounted for over 35% of Lam's revenue in the second quarter, up from 31% in the first quarter, and is expected to remain at that level in the third quarter. Shi also pointed to a $700 million sequential increase in deferred revenue as a clear sign of an expanding backlog, with over $1 billion in China-related orders expected to be fulfilled in the second half of 2025. However, management's early read on the calendar fourth quarter suggests a potential revenue pullback toward earlier-year levels, signaling that the China-driven surge may be nearing its peak. This dynamic, Shi warned, could add fuel to ongoing concerns that Lam is "overearning" in the Chinese market. Still, Shi raised his 2025 EPS estimate by 4% and bumped his 2026 revenue forecast by 2%, citing the stronger-than-expected baseline. Yet he acknowledged the market's growing skepticism over whether Lam's performance represents structural strength or a short-lived spike in demand. Goldman Sachs analyst James Schneider echoed that ambivalence. While reiterating a Buy rating and $115 price forecast, Schneider noted that Lam's results were impressive across the board, not merely a China story. He acknowledged investor positioning had already been bullish heading into the print, possibly limiting the upside reaction despite the beat. Schneider highlighted rising demand in both logic and memory segments as contributing to the revenue beat. China sales rose to 35% of total revenue, supported by both domestic firms and record multinational investments. Lam's updated WFE forecast is in line with Goldman's projections, and the company expects spending in the second half of 2025 to remain flat versus the first half. Looking ahead, Schneider believes Lam is well-positioned to outperform peers, thanks to its strong foothold in deposition and etch technologies, critical processes in advanced semiconductor manufacturing, as well as its exposure to NAND and High Bandwidth Memory (HBM). He sees the company's NAND upgrade momentum, particularly as memory suppliers increase layer counts, as a structural tailwind through 2026. Price Action: LRCX stock is trading lower by 5.10% to $94.02 at last check Thursday. Image via Shutterstock Latest Ratings for LRCX Date Firm Action From To Jan 2022 Morgan Stanley Maintains Overweight Jan 2022 Deutsche Bank Maintains Hold Jan 2022 Barclays Maintains Overweight View More Analyst Ratings for LRCX View the Latest Analyst Ratings UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? LAM RESEARCH (LRCX): Free Stock Analysis Report This article Lam Research Projects Strong FY26, But China-Driven Growth Faces Market Skepticism originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
Reuters
15 hours ago
- Business
- Reuters
Maire lifts H1 profits 36% and upgrades 2025 guidance
July 31 (Reuters) - Italian engineering group Maire ( opens new tab reported on Thursday a 36.2% increase in first half profit, benefiting from higher sales, and upgraded its guidance for 2025. Maire's core profit rose to 232.1 million euros ($265.2 million) which the company said reflected efficient management of overhead costs. Maire also revised its full year guidance, now forecasting revenue between 6.8 billion and 7.0 billon euros, and EBITDA in the range between 460 million euros and 490 million euros. Maire had previously forecasted revenue between 6.4 and 6.6 billion euros, and EBITDA in the range between 420 and 455 million euros. Order intake rose to 5.63 billion euros, up 2.21 billion euros year-on-year, driven mainly by the new contracts of the sustainable technology solutions business unit, led by NEXTCHEM. ($1 = 0.8750 euros)
Yahoo
18 hours ago
- Business
- Yahoo
Why Sysco Corporation Stock Dropped Today
Key Points Sysco beat on sales and beat on earnings -- but missed on guidance this morning. Earnings declined in Q4 and for all of 2025, but might grow again in 2026. Sysco's forecast for 2026 growth isn't as much as Wall Street was looking for. 10 stocks we like better than Sysco › Shares of Sysco Corporation (NYSE: SYY), the gigantic food services supplier, slipped 2.5% through 2:12 p.m. ET Tuesday despite "beating earnings" on top and bottom lines this morning. Analysts forecast Sysco would earn $1.39 per share on $21 billion in sales for its fiscal Q4 2025. Instead, Sysco earned $1.48 per share on $21.1 billion. Sysco Q4 earnings Sysco grew sales 3% year over year -- that's the good news. The bad news is that profit margins on those sales declined due to a goodwill impairment charge, cutting earnings by 13% in comparison to last year. Share buybacks helped mitigate the decline in earnings per share, but EPS still declined 11%, to $1.10 per share. For the full fiscal year, sales also increased 3%, with net income falling 6% and earnings per share down 4% at $3.73. So while sales growth was pretty steady all year long, earnings took a turn for the worse in the year's final quarter. Is Sysco stock a sell? Sysco CEO Kevin Hourican said the company will keep on growing sales at at least 3% in fiscal 2026 -- and perhaps as much as 5%. Sales could reach $84 billion or $85 billion. Earnings won't grow quite as fast, but at least they will grow. Hourican is expecting 1% to 3% earnings improvement to somewhere between $4.50 and $4.60 per share. That's less than the $4.70 per share that Wall Street was looking for. It probably pushes the stock's valuation up from just under 17 times earnings, to just over. With a 2.7% dividend yield, I'd want to see the company growing earnings in at least the midteens before buying. Unfortunately, it doesn't look like Sysco's going to manage that. At least not this year. Should you buy stock in Sysco right now? Before you buy stock in Sysco, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Sysco wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $633,452!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,083,392!* Now, it's worth noting Stock Advisor's total average return is 1,046% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Rich Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Sysco. The Motley Fool has a disclosure policy. Why Sysco Corporation Stock Dropped Today was originally published by The Motley Fool
Globe and Mail
a day ago
- Business
- Globe and Mail
Why Generac Rallied Today
Key Points Against tough comps and tariff concerns, Generac beat expectations in Q2. The company also raised its full-year guidance. Concerns over electricity scarcity may be boosting sales. 10 stocks we like better than Generac › Shares of on-premise generator company Generac (NYSE: GNRC) rallied on Wednesday, up 16.2% as of 1:32 p.m. ET. Generac reported earnings today that beat analyst expectations across the board; meanwhile, the company also raised the lower end of its full-year guidance, as first-half results appeared to de-risk the outlook while adding to optimism for future beats. Electricity scarcity on the minds of consumers? In the second quarter, Generac saw revenue rise 6.2%, with residential growth up 7% and commercial and industrial growth of 5%. Meanwhile, adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margins increased from 16.5% to 17.7%. Combined with share repurchases, which lowered the share count, adjusted non-GAAP (generally accepted accounting principles) earnings per share surged 22.2% to $1.65, beating expectations. Meanwhile, management increased the low end of its full-year guidance ranges, with the full-year revenue outlook now being in a tighter 2% to 5% range, as opposed to the prior 0% to 7% range. Adjusted EBITDA margins are now projected to be 18% to 19%, compared with last quarter's guidance of 17% to 19%. While the updated guidance didn't necessarily blow anyone away, it appears management is being conservative, and the second-quarter results handily surpassed street expectations. There has also been a lot of talk about artificial intelligence (AI) data center growth and the potential strain on the electricity grid, which may be feeding into businesses and consumers investing in on-premises generators. Generac is a high-quality name at a reasonable price After today's surge, Generac trades around 24 times this year's estimates and 21 times next year's estimates. While not especially cheap for a mid-single-digit grower, it's not demanding for a high-quality market leader. So, one can consider Generac a growth at a reasonable price (GARP) stock. Generac also tends to see a sales surge when there is a disaster that knocks out electricity to homes and businesses, which usually spurs sales activity for on-premises generators. As such, one can think of the stocks as a portfolio hedge against those scenarios. Should you invest $1,000 in Generac right now? Before you buy stock in Generac, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Generac wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $630,291!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,075,791!* Now, it's worth noting Stock Advisor's total average return is 1,039% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025
