Arista Networks: Finally A Buy As It Increasingly Becomes A Gen-AI Winner — Positive

ANET   Seeking Alpha — February 20, 2025

Arista Networks looks a lot more compelling now, thanks to the robust data center related spending trends, as similarly reiterated by numerous market leaders. This is on top of the growing High Speed Data Center Switching dollar share and 100G/ 200G/ 400G switch port market share, with it likely to drive further growth. We believe that ANET is likely to benefit from the recently announced Stargate Project, thanks to its new partnerships with ORCL, beyond other hyperscalers.

image for news Arista Networks: Finally A Buy As It Increasingly Becomes A Gen-AI Winner

Carrier Global Corporation (NYSE:CARR ) Barclays 42nd Annual Industrial Select Conference February 20, 2025 9:15 AM ET Company Participants David Gitlin - Chairman & CEO Michael Rednor - Vice President, Investor Relations Conference Call Participants Julian Mitchell - Barclays Julian Mitchell Great. Well, thanks, everyone, for being here.

image for news Carrier Global Corporation (CARR) Barclays 42nd Annual Industrial Select Conference (Transcript)

Meta cracks down on buying and selling Instagram usernames with a new lawsuit — Neutral

META   Business Insider — February 20, 2025

Meta filed a lawsuit this week accusing a man of selling Instagram handles and "unauthorized" account reinstatement services. The Instagram usernames were listed at prices ranging from $700 to $50,000, the lawsuit says.

image for news Meta cracks down on buying and selling Instagram usernames with a new lawsuit

Here's Why TransUnion Stock Gains 3% Since Reporting Q4 Earnings Beat — Positive

TRU   Zacks Investment Research — February 20, 2025

Growth in revenues across Financial Services and Emerging Vertical benefits TRU's top line in the fourth quarter of 2024.

image for news Here's Why TransUnion Stock Gains 3% Since Reporting Q4 Earnings Beat

Zeta Global Stock Before Q4 Earnings: Smart Buy or Risky Move? — Neutral

ZETA   Zacks Investment Research — February 20, 2025

ZETA's top line in the fourth quarter of 2024 is expected to grow on the back of AI-driven innovations, enhancing customer experience.

image for news Zeta Global Stock Before Q4 Earnings: Smart Buy or Risky Move?

GIL Q4 Earnings & Sales Beat Estimates, Activewear Sales Rise Y/Y — Positive

GIL   Zacks Investment Research — February 20, 2025

Gildan Activewear's Q4 results reflect higher sales and earnings. The adjusted gross margin increases y/y due to lower raw material costs.

image for news GIL Q4 Earnings & Sales Beat Estimates, Activewear Sales Rise Y/Y

Pan American Silver Corp. (PAAS) Q4 2024 Earnings Call Transcript — Neutral

PAAS   Seeking Alpha — February 20, 2025

Pan American Silver Corp. (NYSE:PAAS ) Q4 2024 Results Conference Call February 20, 2025 11:00 AM ET Company Participants Siren Fisekci - Vice President, Investor Relations Michael Steinmann - President and Chief Executive Officer Steve Busby - Chief Operating Officer Chris Emerson - Vice President of Exploration and Geology Sean McAleer - Senior Vice President of Strategic Initiatives Conference Call Participants Cosmos Chiu - CIBC Don DeMarco - National Bank Financial Ovais Habib - Scotiabank Adrian Day - Adrian Day Asset Management Operator Thank you for standing by. This is the conference operator.

image for news Pan American Silver Corp. (PAAS) Q4 2024 Earnings Call Transcript

Claros Mortgage Trust, Inc. (CMTG) Q4 2024 Earnings Call Transcript — Neutral

CMTG   Seeking Alpha — February 20, 2025

Claros Mortgage Trust, Inc. (NYSE:CMTG ) Q4 2024 Earnings Conference Call February 20, 2025 10:00 AM ET Company Participants Anh Huynh - Vice President of Investor Relations Richard Mack - Chief Executive Officer and Chairman Michael McGillis - President, Chief Financial Officer and Director Priyanka Garg - Executive Vice President, Portfolio and Asset Management Conference Call Participants Richard Shane - JPMorgan Doug Harter - UBS Jade Rahmani - KBW Chris Muller - Citizens JMP Thomas Catherwood - BTIG Operator Welcome to Claros Mortgage Trust Fourth Quarter 2024 Earnings Conference Call. My name is Mary and I will be your conference …

image for news Claros Mortgage Trust, Inc. (CMTG) Q4 2024 Earnings Call Transcript

Gap Stock Slips Under 50-Day Moving Average: Risk or Reward? — Negative

BOOT  GAP  GCO  URBN   Zacks Investment Research — February 20, 2025

GAP's strong branding and innovation fuel growth, but economic risks loom. Is it a buy or hold?

image for news Gap Stock Slips Under 50-Day Moving Average: Risk or Reward?

Home Depot Shows Strength Ahead of Q4 Earnings: Is It Time to Buy? — Positive

HD   Zacks Investment Research — February 20, 2025

HD's Q4 results are expected to reflect top-line growth, backed by contributions from the SRS Distribution acquisition, increased hurricane-related demand and an extra 53rd week.

image for news Home Depot Shows Strength Ahead of Q4 Earnings: Is It Time to Buy?

Autohome Inc. (ATHM) Q4 2024 Earnings Call Transcript — Neutral

ATHM   Seeking Alpha — February 20, 2025

Autohome Inc. (NYSE:ATHM ) Q4 2024 Earnings Conference Call February 20, 2025 7:00 AM ET Company Participants Sterling Song - Investor Relations, Director Song Yang - Chief Executive Officer Craig Zeng - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Brian Gong - Citi Xiaodan Zhang - CICC Ritchie Sun - HSBC Operator Ladies and gentlemen, thank you for standing by for Autohome's Fourth Quarter and Full Year 2024 Earnings Conference Call. [Operator Instructions] As a reminder, this conference call is being recorded.

image for news Autohome Inc. (ATHM) Q4 2024 Earnings Call Transcript

Trimble Q4 Earnings & Revenues Surpass Estimates, Increase Y/Y — Positive

TRMB   Zacks Investment Research — February 20, 2025

Trimble's fourth-quarter 2024 results impress with strong organic ARR growth and solid 2025 guidance, boosting confidence in profitability and stability.

image for news Trimble Q4 Earnings & Revenues Surpass Estimates, Increase Y/Y

Tenaris S.A. (TS) Q4 2024 Earnings Call Transcript — Neutral

TS   Seeking Alpha — February 20, 2025

Tenaris S.A. (NYSE:TS ) Q4 2024 Earnings Conference Call February 20, 2025 8:00 AM ET Company Participants Giovanni Sardagna - Investor Relations Officer Paolo Rocca - Chairman & Chief Executive Officer Gabriel Podskubka - Chief Operating Officer Luca Zanotti - President, US Operations Conference Call Participants Arun Jayaram - JPMorgan Securities LLC Alessandro Pozzi - Mediobanca Marc Bianchi - TD Cowen Derek Podhaizer - Piper Sandler Kevin Roger - Kepler Cheuvreux Daniel Thomson - BNP Paribas Exane Mick Pickup - Barclays Operator Good day, and thank you for standing by.

image for news Tenaris S.A. (TS) Q4 2024 Earnings Call Transcript

Martin Marietta Declares Quarterly Cash Dividend — Neutral

MLM   GlobeNewsWire — February 20, 2025

RALEIGH, N.C., Feb. 20, 2025 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (“Martin Marietta” or the “Company”) today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.79 per share on the Company's outstanding common stock. This dividend will be payable on March 31, 2025, to shareholders of record at the close of business on March 3, 2025.

image for news Martin Marietta Declares Quarterly Cash Dividend

Investors love dividend stocks, especially the ultra-high-yield variety because they offer a significant income stream and have massive total return potential.

image for news Jefferies Loves 3 Very Large Crude Carriers That Pay Ultra-High-Yield Dividends Up to 12%

Sun Country Airlines: Extremely Undervalued With An Attractive Business Setup — Positive

SNCY   Seeking Alpha — February 20, 2025

Sun Country Airlines' business model shields it from revenue and cost fluctuations, focusing on profitable charters and cargo operations with predictable profits. Fourth quarter revenues grew 6.1% year-on-year, driven by higher revenues from lessee payments, holiday products, passenger, and cargo services. Operating income surged 52.2% to $26.1 million, highlighting the benefits of prioritizing cargo and charter operations over scheduled services.

image for news Sun Country Airlines: Extremely Undervalued With An Attractive Business Setup

Options Traders Target Crypto Stock Amid Bitcoin Buzz — Neutral

MSTR   Schaeffers Research — February 20, 2025

Software stock MicroStrategy Inc (NASDAQ:MSTR) has spent recent weeks consolidating around the $320 region, holding its +10% year-to-date level since the start of the year.

image for news Options Traders Target Crypto Stock Amid Bitcoin Buzz

City Office REIT, Inc. (CIO) Q4 2024 Earnings Call Transcript — Neutral

CIO   Seeking Alpha — February 20, 2025

City Office REIT, Inc. (NYSE:CIO ) Q4 2024 Earnings Conference Call February 20, 2025 11:00 AM ET Company Participants Tony Maretic - Chief Financial Officer, Treasurer and Corporate Secretary Jamie Farrar - Chief Executive Officer Conference Call Participants Upal Rana - KeyBanc Capital Markets Barry Oxford – Colliers Craig Kucera - Lucid Capital Markets Operator Good morning. And welcome to the City Office REIT, Inc. Fourth Quarter 2024 Earnings Conference Call.

image for news City Office REIT, Inc. (CIO) Q4 2024 Earnings Call Transcript

Ryanair Stock Plunges 19.7% in a Year: Should You Buy the Dip? — Neutral

RYAAY   Zacks Investment Research — February 20, 2025

With RYAAY shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

image for news Ryanair Stock Plunges 19.7% in a Year: Should You Buy the Dip?

Sonoco Earnings Miss Estimates in Q4, Sales Increase 2% Y/Y — Neutral

SON   Zacks Investment Research — February 20, 2025

SON's Q4 top line reflects low single-digit volume gains and the contribution from Eviosys, offset by the impact of the divestiture of Protexic and lower selling prices.

image for news Sonoco Earnings Miss Estimates in Q4, Sales Increase 2% Y/Y