Cloudflare Stock Jumps After Earnings. This Analyst Is Still on the Sidelines. — Neutral
NET Barrons — May 09, 2025Jefferies analyst Brent Thill lowered his price target on Cloudflare to $150 from $170.

Ziff Davis, Inc. (NASDAQ:ZD ) Q1 2025 Earnings Conference Call May 9, 2025 8:30 AM ET Company Participants Bret Richter - Chief Financial Officer Vivek Shah - Chief Executive Officer Conference Call Participants Aaron Samuels - Susquehanna Rishi Jaluria - RBC Capital Markets Ross Sandler - Barclays Cory Carpenter - JPMorgan Ygal Arounian - Citi Robert Coolbrith - Evercore Operator Good day, ladies and gentlemen and welcome to the Ziff Davis First Quarter 2025 Earnings Conference Call. My name is Paul and I will be the operator assisting you today.

I am assigning Alibaba Group a hold rating due to macroeconomic uncertainties and awaiting more clarity on the company's future performance. Analysts expect Q4 '25 revenues of $33.17B with non-GAAP EPS of $1.77, despite a historical trend of overestimation. Key focus areas include improved cost structure, divestments from non-core businesses, and potential growth in cloud, AI, and core e-commerce segments.

NWSA Misses Q3 Earnings Estimates, Shares Up on Strong Top-Line Growth — Negative
NWSA Zacks Investment Research — May 09, 2025News Corporation's third-quarter fiscal 2025 results reflect growth in the Digital Real Estate Services, Book Publishing and Dow Jones segments.

AI Stocks Retreat, but the AI Revolution is Firmly Intact — Positive
AI WGO Zacks Investment Research — May 09, 2025The AI market will soar past $1 trillion in the next decade, but it's going to take tons of energy.

@LikeFolio's Andy Swan breaks down the I.T. budgets they have tracked so far for 2025 saying an "enormous amount of money is flowing into A.I.

Affirm's Q3 Earnings Beat Estimates on Solid GMV Growth — Positive
AFRM Zacks Investment Research — May 09, 2025AFRM's fiscal Q3 results benefit from improved repeat customer transactions and servicing income. It currently forecasts GMV to be in the range of $35.7-$36 billion in fiscal 2025.

OUTFRONT Media Q1 AFFO & Revenues Miss, Interest Expenses Dip — Negative
OUT Zacks Investment Research — May 09, 2025OUT's Q1 results reflect a year-over-year fall in revenues. Yet, a lower interest expense and operating expenses remain positives.

CODI INVESTOR ALERT: Robbins Geller Rudman & Dowd LLP Announces that Compass Diversified Holdings Investors with Substantial Losses Have Opportunity to Lead the Compass Diversified Class Action Lawsuit — Neutral
CODI GlobeNewsWire — May 09, 2025SAN DIEGO, May 09, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Compass Diversified Holdings (NYSE: CODI) publicly traded securities between May 1, 2024 and May 7, 2025, inclusive (the “Class Period”), have until July 8, 2025 to seek appointment as lead plaintiff of the Compass Diversified class action lawsuit. Captioned Matthews v. Compass Group Diversified Holdings, LLC, No. 25-cv-00981 (C.D. Cal.), the Compass Diversified class action lawsuit charges Compass Diversified Holdings, Compass Group Diversified Holdings, LLC, and certain of Compass Diversified's top current and former executives with violations of the Securities …

Super Group (SGHC) Limited (SGHC) Q1 2025 Earnings Call Transcript — Neutral
SGHC Seeking Alpha — May 09, 2025Super Group (NYSE:SGHC ) Limited (SGHC) Q1 2025 Earnings Call May 9, 2025 7:45 AM ET Company Participants Nkem Ojougboh - Head, Investor Relations Neal Menashe - Chief Executive Officer Alinda Van Wyk - Chief Financial Officer Conference Call Participants Jed Kelly - Oppenheimer Jason Tilchen - Canaccord Genuity Clark Lampen - BTIG Bernie McTernan - Needham Mike Hickey - The Benchmark Company Operator Hello, everyone and thank you for joining the Super Group First Quarter 2025 Earnings Webcast and Conference Call. My name is Lucy and I will be coordinating your call today.

MKS Instruments Q1: Stabilizing, More Appealing, Yet Too Indebted — Positive
MKSI Seeking Alpha — May 09, 2025MKS Instruments, Inc. is a well-positioned business which has been hurt by softer end markets and too much leverage incurred following the purchase of Atotech. Positioned for continued growth and supported by its innovative capabilities, MKS Instruments is a key supplier to semiconductor and industrial applications. Recent performance has been encouraging with better-than-expected quarterly results, though leverage remains high and cautious guidance reflects ongoing market uncertainties.

Hudson Technologies surged 20% post-earnings but retraced 4% despite YoY revenue and EPS declines, highlighting its volatility and sensitivity to refrigerant prices. The company focuses on reclaiming and reselling used refrigerants, crucial as virgin refrigerants are phased out, impacting its financials significantly. Q1 2025 saw a 15% revenue drop and a 76% decline in operating income, but strong cash flow and no debt position are positives.

Suzano S.A. (NYSE:SUZ ) Q1 2025 Earnings Conference Call May 9, 2024 8:30 AM ET Company Participants Beto Abreu - CEO Fabio Oliveira - Executive Vice-President-Paper and Packaging Leo Grimaldi - EVP, Pulp Commercial & Logistics Aires Galhardo - EVP of Pulp, Operations Engineering & Energy Marcos Assumpcao - Chief Financial & Investor Relations Officer Conference Call Participants Rodolfo De Angele - JPMorgan Rafael Barcellos - Bradesco BBI Daniel Sasson - Itau Bebea Caio Greiner - UBS Caio Ribeiro - Bank of America Marcio Farid - Goldman Sachs Eugenia Cavalheiro - Morgan Stanley Operator Ladies and gentlemen, thank you for …

Is Dollar Tree Stock a Buy, Hold or Sell at a P/E Multiple of 15.9X? — Positive
DLTR Zacks Investment Research — May 09, 2025DLTR's store and product expansion is promising, yet rising expenses and soft discretionary demand weigh on performance.

Nutrien Announces Mark Thompson as a Speaker at the BMO Farm to Market Conference — Neutral
NTR Business Wire — May 09, 2025SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that Mr. Mark Thompson, Nutrien's Executive Vice President and Chief Financial Officer, will be speaking at the BMO Farm to Market Conference on Thursday, May 15 at 11:00am EDT. The fireside chat will be video cast and available on the Company's website at https://www.nutrien.com/investors/events About Nutrien Nutrien is a leading global provider of crop inputs and services. We operate a world-class netwo.

NEW YORK , May 9, 2025 /PRNewswire/ -- Kyndryl Holdings, Inc. (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced that Chairman and Chief Executive Officer Martin Schroeter and Chief Financial Officer David Wyshner will speak at the J.P.Morgan Global Technology, Media and Communications Conference on Tuesday, May 13, 2025 at 10:10 a.m. ET. During the course of the event, they will discuss information regarding the Company's business and/or financial performance.

Warner Bros. Discovery Chief Financial Officer Gunnar Wiedenfels to Present at the MoffettNathanson 2025 Media, Internet and Communications Conference — Neutral
WBD PRNewsWire — May 09, 2025NEW YORK , May 9, 2025 /PRNewswire/ -- Warner Bros. Discovery, Inc. (Nasdaq: WBD) today announced that its Chief Financial Officer Gunnar Wiedenfels will present at MoffettNathanson's 2025 Media, Internet and Communications Conference on Thursday, May 15, 2025 at 3:10 p.m.

Shareholder Rights Advocates at Levi & Korsinsky Investigate Lantheus Holdings, Inc. (LNTH) Regarding Possible Securities Fraud Violations — Neutral
LNTH Accesswire — May 09, 2025NEW YORK, NY / ACCESS Newswire / May 9, 2025 / Levi & Korsinsky notifies investors that it has commenced an investigation of Lantheus Holdings, Inc. ("Lantheus Holdings, Inc.") (NASDAQ:LNTH) concerning possible violations of federal securities laws. On May 7, 2025, Lantheus reported its financial results for the first quarter of 2025.

United Bancorp, Inc. Reports 2025 First Quarter Earnings Performance — Neutral
UBCP Accesswire — May 09, 2025MARTINS FERRY, OH / ACCESS Newswire / May 9, 2025 / United Bancorp, Inc. (NASDAQ:UBCP) reported diluted earnings per share of $0.32 and net income of $1,872,000 for the three months ended March 31, 2025. Randall M.

Adtalem's strong Q3 2025 results, with revenue up 12.1% and EPS up 28%, highlight its robust growth and strong fundamentals in healthcare education. The strategic shift to focus on healthcare education, led by former CEO Lisa Wardell, has improved operational efficiency and student outcomes, setting a solid foundation for future growth. Adtalem's valuation metrics, including a PEG ratio of 0.25x TTM and 0.97x forward, indicate it is undervalued compared to peers, offering good investment value.
