U.S. refiner HF Sinclair posted a smaller-than-expected loss in the first quarter on Thursday, supported by sequential improvement in refining margins.

image for news US refiner HF Sinclair posts smaller-than-expected loss in first quarter

Hershey Hits the Sweet Spot for Defensive Investors — Neutral

HSY   MarketBeat — May 01, 2025

In a market often seeking refuge in stability, confectionery and snack giant The Hershey Company NYSE: HSY is generating noticeable pre-earnings buzz. Despite facing stock price pressure over the past year, down approximately 14%, reports indicate heightened investor attention surrounding the company ahead of its Q1 2025 earnings release on May 1st.

image for news Hershey Hits the Sweet Spot for Defensive Investors

Revenue was flat at $54.9 billion; revenue increased 19% excluding the impact of the previously communicated customer contract expiration GAAP 1 operating earnings were $730 million; GAAP diluted EPS was $2.10 Non-GAAP operating earnings increased 21% to $807 million, driven by segment profit growth across all of the company's operating segments; non-GAAP diluted EPS increased 13% to $2.35 Fiscal year 2025 non-GAAP EPS guidance2 raised and narrowed to $8.05 to $8.15, from $7.85 to $8.00 GI Alliance announces expansion into urology specialty therapeutic area DUBLIN, Ohio , May 1, 2025 /PRNewswire/ -- Cardinal Health (NYSE: CAH) today reported third quarter …

image for news Cardinal Health Reports Third Quarter Fiscal Year 2025 Results and Raises Fiscal Year 2025 Outlook

Palantir (PLTR 2.15%) is one of the most valuable companies in the world, with a market cap of around $250 billion. That places it within the top 50 largest companies, but some (including myself) question whether this is a legitimate valuation.

image for news Prediction: 2 Stocks That Will Be Worth More Than Palantir 3 Years From Now

MONACO, May 01, 2025 (GLOBE NEWSWIRE) -- Scorpio Tankers Inc. (NYSE: STNG) ("Scorpio Tankers" or the "Company") today reported its results for the three months ended March 31, 2025. The Company also announced that its board of directors (the "Board of Directors") has declared a quarterly cash dividend on its common shares of $0.40 per share.

image for news Scorpio Tankers Inc. Announces Financial Results for the First Quarter of 2025 and the Declaration of a Dividend

SMCI's preliminary Q3 FY25 results imply a revenue miss. But this is a timing delay, with sales expected to shift to Q4 FY25. There are no signs of demand issues. Lower gross margins are also likely to be a one-off due to inventory clearance and expedited delivery costs, which may actually confirm strong demand for new products. SMCI's valuations are reasonable near typical longer-term levels vs. its comps. And let's not lose sight of the bullish technicals vs. SPX500 near a key monthly support level.

image for news Super Micro Computer: Why You Should Buy Before The Full Q3 Earnings Release

Iron Mountain Reports First Quarter 2025 Results — Neutral

IRM   Business Wire — May 01, 2025

PORTSMOUTH, N.H.--(BUSINESS WIRE)--Iron Mountain Incorporated (NYSE: IRM), a global leader in information management services, announces financial results for the first quarter of 2025. “We are pleased with our strong start to 2025, delivering another record performance in Revenue, Adjusted EBITDA, and AFFO in the first quarter and above our expectations. Our team's focus on providing solutions that meet our customers' needs as part of our Matterhorn growth strategy continues to drive broad bas.

image for news Iron Mountain Reports First Quarter 2025 Results

Aptiv Reports First Quarter 2025 Financial Results — Neutral

APTV   Business Wire — May 01, 2025

SCHAFFHAUSEN, Switzerland--(BUSINESS WIRE)--Aptiv PLC (NYSE: APTV), a global technology company focused on making the world safer, greener and more connected, today reported a first quarter 2025 U.S. GAAP loss of $0.05 per diluted share. Excluding special items, first quarter earnings totaled $1.69 per diluted share. First Quarter Financial Highlights Include: U.S. GAAP revenue of $4.8 billion, a decrease of 2% Revenue decreased 1% adjusted for currency exchange and commodity movements, compare.

image for news Aptiv Reports First Quarter 2025 Financial Results

Granite Reports First Quarter 2025 Results — Neutral

GVA   Business Wire — May 01, 2025

WATSONVILLE, Calif.--(BUSINESS WIRE)--Granite Construction Incorporated (NYSE: GVA) today announced results for the quarter ended March 31, 2025. First Quarter 2025 Results Net loss attributable to Granite Construction Incorporated totaled $34 million, or $(0.77) per diluted share, compared to net loss attributable to Granite Construction Incorporated of $31 million, or $(0.70) per diluted share, for the same period in the prior year. Adjusted net income attributable to Granite Construction Inc.

image for news Granite Reports First Quarter 2025 Results

Revenue in Q1 2025 increased 45% to $12.73 billion driven by volume growth from Mounjaro and Zepbound. Pipeline progress included positive Phase 3 trial results for orforglipron (small molecule oral GLP-1 agonist) in Type 2 diabetes in the first of seven obesity and diabetes Phase 3 trials.

image for news Lilly reports first-quarter 2025 financial results and highlights pipeline momentum

RPM Completes Acquisition of The Pink Stuff — Neutral

RPM   Business Wire — May 01, 2025

MEDINA, Ohio--(BUSINESS WIRE)--RPM Completes Acquisition of The Pink Stuff.

image for news RPM Completes Acquisition of The Pink Stuff

Shelley Bausch Joins Kennametal Board of Directors — Neutral

KMT   PRNewsWire — May 01, 2025

PITTSBURGH , May 1, 2025 /PRNewswire/ -- Kennametal Inc. (NYSE: KMT) announced the election of Shelley Bausch to its Board of Directors, effective May 1, 2025. Bausch will replace Cindy L.

image for news Shelley Bausch Joins Kennametal Board of Directors

NEW YORK , May 1, 2025 /PRNewswire/ -- Foot Locker, Inc. (NYSE: FL) plans to report financial results for its first quarter ended May 3, 2025, before the U.S. markets open on Thursday, May 29, 2025. A conference call is scheduled for the same day at 8:00 a.m.

image for news FOOT LOCKER, INC. TO REPORT FIRST QUARTER FINANCIAL RESULTS ON THURSDAY, MAY 29

Hershey Reports First-Quarter 2025 Financial Results — Neutral

HSY   PRNewsWire — May 01, 2025

HERSHEY, Pa. , May 1, 2025 /PRNewswire/ -- The Hershey Company (NYSE: HSY) today announced net sales and earnings for the first quarter ended March 30, 2025.

image for news Hershey Reports First-Quarter 2025 Financial Results

OVL Vs. VOO: Old Dog Meets The New Dog — Positive

VOO   Seeking Alpha — May 01, 2025

I am always seeking ways to enhance total returns by exploring funds with options and derivative overlays on desirable assets. Investing in the S&P 500 can be efficiently achieved through low-cost funds like the Vanguard S&P 500 ETF. Utilizing options and derivatives on top of core assets can potentially boost portfolio performance. The focus is on integrating these strategies with assets I already want to own.

image for news OVL Vs. VOO: Old Dog Meets The New Dog

MGM China Reports 2025 First Quarter Results — Neutral

MGM   PRNewsWire — May 01, 2025

Sequential Growth in Adjusted EBITDA and Market S hare HONG KONG , May 1, 2025 /PRNewswire/ -- MGM China Holdings Limited ("MGM China" or the "Company"; SEHK Stock Code: 2282) today announced the selected unaudited financial data of the Company and its subsidiaries (the "Group") for the three months ended March 31, 2025 (the "Period"). The Group is pleased to see Macau's average daily visitor arrival in the first quarter up 12% quarter-to-quarter to 109,585, recovered to 95% of same period in 2019.

image for news MGM China Reports 2025 First Quarter Results

Wall Street sets Microsoft stock price for next 12 months — Positive

MSFT   Finbold — May 01, 2025

Although there has been some anxiety about the data center boom, rising technological competition from China, and the ongoing trade war, Wall Street analysts have remained overwhelmingly bullish about Microsoft (NASDAQ: MSFT).

image for news Wall Street sets Microsoft stock price for next 12 months

Shares of CVS Health Corp. CVS jumped 6.6% toward a one-year high in premarket trading Thursday, after the healthcare-services company and drugstore chain scored a triple-play with its earnings report, by beating and profit and revenue and raising its full-year outlook.

image for news CVS Health's stock surges toward a one-year high after an earnings triple play

Snowflake: A Must For The Modern Data Warehouse — Positive

SNOW   Seeking Alpha — May 01, 2025

Snowflake is overvalued based on reverse DCF analysis, but long-term investors should see good returns due to its strong financials and business model. Snowflake offers a scalable, cloud-native data warehousing solution, combining data lake and warehousing capabilities, with advanced SQL operations and data governance features. Opportunities include integrating gen AI workloads to boost productivity and revenue, with partnerships like Microsoft enhancing Snowflake's ecosystem.

image for news Snowflake: A Must For The Modern Data Warehouse

DigitalBridge Reports First Quarter 2025 Financial Results — Neutral

DBRG   Business Wire — May 01, 2025

BOCA RATON, Fla.--(BUSINESS WIRE)-- #digitalbridge--DigitalBridge Group, Inc. (“DigitalBridge” or the “Company”) (NYSE: DBRG), a leading global alternative asset manager dedicated to investing in digital infrastructure, today announced its financial results for the first quarter of 2025. The earnings presentation is available on the Shareholders section of the Company's website at the following link: Q1 2025 Presentation. First Quarter 2025 Conference Call The Company will conduct an earnings conference call an.

image for news DigitalBridge Reports First Quarter 2025 Financial Results