Morning Movers Gapping up $アリスタ・ネットワークス(ANET.US)$, up 3%, is expected to release earnings results for its fourth quarter, after the closing bell on Feb. 12, 2024. Analysts expect the company to report quarterly earnings at $1.70 per share, compared to year-ago earnings of $1.41 per share. Gapping down $XPO INC(XPO.US)$was down 2.4% after shares of the transportation company were downgraded by Morgan Stanley to Underweight from Equal...
CEO Mario Harik attributes solid Q4 results to momentum in service quality, pricing, and productivity. Acquisition of Yellow's service centers expected to impact adjusted EBITDA and diluted earnings from 2024 onwards.
XPO's growth strategy has proven effective, with stock up 122% in the past year. CEO Mario Harik credits improved pricing to enhanced service and cost efficiency from the addition of 28 service centers. Harik hints at potential manufacturing sector recovery.
Despite the EPS decline, the strong revenue growth and insider buying in the last quarter indicate positive investor sentiment towards XPO. It might be beneficial to examine XPO further as its share price momentum remains strong.
CEO Mario Harik noted 'solid growth in revenue and profitability, strong forward momentum.' Bankruptcy of competitor Yellow useful for XPO amidst economic weakness, yet a flourishing economy would serve them better.
Based on clues of strong growth in profits and increased cash flow, XPO seems undervalued. Remember to assess financial health and management performance before investing or increasing holdings.
The high use of debt by XPO combined with a rather low ROE is considered not particularly appealing. Debt increases risk and limits the company's options for the future, hence substantial returns are expected to justify its usage.
XPO INCに関するコメント
Week of 4/29/2024
コラムToday's Morning Movers and Top Ratings: ANET, XPO, MNDY and More
Gapping up
$アリスタ・ネットワークス(ANET.US)$, up 3%, is expected to release earnings results for its fourth quarter, after the closing bell on Feb. 12, 2024. Analysts expect the company to report quarterly earnings at $1.70 per share, compared to year-ago earnings of $1.41 per share.
Gapping down
$XPO INC(XPO.US)$ was down 2.4% after shares of the transportation company were downgraded by Morgan Stanley to Underweight from Equal...
$XPO INC(XPO.US)$
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