Mark Clubb: There is undoubtedly too much noise in financial advice today … dressed up as wisdom and too many professionals repeating slogans instead of offering substance…” We agree.
Estée Lauder is currently considered a high-risk stock. The brand is iconic, but it’s facing real challenges—weak sales in China, a botched acquisition, rising debt, and a stock price that’s dropped over 83% from its peak.
These real estate investment trusts (REITs) yield 4% or more and offer double-digit growth in some cases. Buy them, hold them, and reinvest the dividends.
Freight delivery company Knight-Swift Transportation (NYSE:KNX) beat Wall Street’s revenue expectations in Q1 CY2025, but sales were flat year on year at $1.82 billion. Its non-GAAP profit of $0.28 per share was 18.4% above analysts’ consensus estimates.
Medical device company ResMed (NYSE:RMD) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 7.9% year on year to $1.29 billion. Its non-GAAP profit of $2.37 per share was in line with analysts’ consensus estimates.
Pest control company Rollins (NYSE:ROL) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 9.9% year on year to $822.5 million. Its non-GAAP profit of $0.22 per share was in line with analysts’ consensus estimates.
Auto parts and accessories retailer O’Reilly Automotive (NASDAQ:ORLY) missed Wall Street’s revenue expectations in Q1 CY2025 as sales rose 4% year on year to $4.14 billion. The company’s full-year revenue guidance of $17.55 billion at the midpoint came in 0.6% below analysts’ estimates. Its GAAP profit of $9.35 per share was 5.6% below analysts’ consensus estimates.
Equipment rental company United Rentals (NYSE:URI) reported Q1 CY2025 results exceeding the market’s revenue expectations, with sales up 6.7% year on year to $3.72 billion. The company expects the full year’s revenue to be around $15.85 billion, close to analysts’ estimates. Its non-GAAP profit of $8.86 per share was 0.5% above analysts’ consensus estimates.
Technology and consulting giant IBM (NYSE:IBM) reported Q1 CY2025 results beating Wall Street’s revenue expectations, but sales were flat year on year at $14.54 billion. The company expects next quarter’s revenue to be around $16.56 billion, close to analysts’ estimates. Its non-GAAP profit of $1.60 per share was 12% above analysts’ consensus estimates.
Enterprise workflow software maker ServiceNow (NYSE:NOW) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 18.6% year on year to $3.09 billion. Its non-GAAP profit of $4.05 per share was 5.6% above analysts’ consensus estimates.
Fluid and coating equipment company Graco (NYSE:GGG) met Wall Street’s revenue expectations in Q1 CY2025, with sales up 7.3% year on year to $528.3 million. Its non-GAAP profit of $0.70 per share was 4.2% above analysts’ consensus estimates.
Mexican fast-food chain Chipotle (NYSE:CMG) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 6.4% year on year to $2.88 billion. Its non-GAAP profit of $0.29 per share was 5.3% above analysts’ consensus estimates.
Analog chip manufacturer Texas Instruments (NASDAQ:TXN) beat Wall Street’s revenue expectations in Q1 CY2025, with sales up 11.1% year on year to $4.07 billion. The company expects next quarter’s revenue to be around $4.35 billion, close to analysts’ estimates. Its GAAP profit of $1.28 per share was 20.2% above analysts’ consensus estimates.
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 24.4% year on year to $4.72 billion. The company expects next quarter’s revenue to be around $5 billion, close to analysts’ estimates. Its non-GAAP profit of $1.04 per share was 3.8% above analysts’ consensus estimates.
One of the most intriguing concepts recently discussed by Chris Begg is the idea of Value Investing 3.0. But what is Value Investing 1.0? And what about Value Investing 2.0?
Secretary of State Rubio is dismantling a key climate diplomacy office, a move that is throwing U.S. international environmental efforts into disarray just months ahead of critical global talks.
In this brief market report, we will take a look at the various asset classes, sectors, equity categories, ETFs, and stocks that moved the market higher, as well as the market segments that defied the trend by moving lower.
In a recent poll, a significant number of voters said that President Trump's second term has been "chaotic" and "scary." The poll also indicates a considerable disapproval rate for Trump's handling of major issues.
With investor skepticism weighing on sentiment, contrasted by the opportunities in Waymo and Google Cloud, the disconnect between perception and performance has created a rare window of opportunity for long-term investors in Alphabet.
Despite Monday's dance to the downside, the S&P 500 enjoyed a pretty good week. This doesn't mean the market will be off to the races from here, but it can certainly be considered a positive.
The major indices closed with nice gains on Wednesday, but well off the highs achieved earlier in the session. It shouldn't be hard to tell what sector led – technology. But the bigger technical picture remains troubling.
Here is a short look at the 7 largest companies by market capitalization as of Saturday, April 26, 2025. Additionally, I have included the percentages of their gains on a year-to-date basis. Let's dive into the numbers.
Stocks stormed higher on Thursday, stretching a rebound on decent earnings, a Fed not yet kidnapped by the White House, and the novel idea that fewer tariffs might be better than more. And yet, skepticism continues to manifest.
