Arista Networks: Finally A Buy As It Increasingly Becomes A Gen-AI Winner — Positive
ANET Seeking Alpha — February 20, 2025Arista 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.

Carrier Global Corporation (CARR) Barclays 42nd Annual Industrial Select Conference (Transcript) — Neutral
CARR Seeking Alpha — February 20, 2025Carrier 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.

Meta cracks down on buying and selling Instagram usernames with a new lawsuit — Neutral
META Business Insider — February 20, 2025Meta 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.

Here's Why TransUnion Stock Gains 3% Since Reporting Q4 Earnings Beat — Positive
TRU Zacks Investment Research — February 20, 2025Growth in revenues across Financial Services and Emerging Vertical benefits TRU's top line in the fourth quarter of 2024.

Zeta Global Stock Before Q4 Earnings: Smart Buy or Risky Move? — Neutral
ZETA Zacks Investment Research — February 20, 2025ZETA's top line in the fourth quarter of 2024 is expected to grow on the back of AI-driven innovations, enhancing customer experience.

GIL Q4 Earnings & Sales Beat Estimates, Activewear Sales Rise Y/Y — Positive
GIL Zacks Investment Research — February 20, 2025Gildan Activewear's Q4 results reflect higher sales and earnings. The adjusted gross margin increases y/y due to lower raw material costs.

Pan American Silver Corp. (PAAS) Q4 2024 Earnings Call Transcript — Neutral
PAAS Seeking Alpha — February 20, 2025Pan 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.

Claros Mortgage Trust, Inc. (CMTG) Q4 2024 Earnings Call Transcript — Neutral
CMTG Seeking Alpha — February 20, 2025Claros 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 …

Gap Stock Slips Under 50-Day Moving Average: Risk or Reward? — Negative
BOOT GAP GCO URBN Zacks Investment Research — February 20, 2025GAP's strong branding and innovation fuel growth, but economic risks loom. Is it a buy or hold?

Home Depot Shows Strength Ahead of Q4 Earnings: Is It Time to Buy? — Positive
HD Zacks Investment Research — February 20, 2025HD'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.

Autohome Inc. (ATHM) Q4 2024 Earnings Call Transcript — Neutral
ATHM Seeking Alpha — February 20, 2025Autohome 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.

Trimble Q4 Earnings & Revenues Surpass Estimates, Increase Y/Y — Positive
TRMB Zacks Investment Research — February 20, 2025Trimble's fourth-quarter 2024 results impress with strong organic ARR growth and solid 2025 guidance, boosting confidence in profitability and stability.

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.

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.

Jefferies Loves 3 Very Large Crude Carriers That Pay Ultra-High-Yield Dividends Up to 12% — Positive
DHT FRO INSW 24/7 Wall Street — February 20, 2025Investors love dividend stocks, especially the ultra-high-yield variety because they offer a significant income stream and have massive total return potential.

Sun Country Airlines: Extremely Undervalued With An Attractive Business Setup — Positive
SNCY Seeking Alpha — February 20, 2025Sun 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.

Options Traders Target Crypto Stock Amid Bitcoin Buzz — Neutral
MSTR Schaeffers Research — February 20, 2025Software 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.

City Office REIT, Inc. (CIO) Q4 2024 Earnings Call Transcript — Neutral
CIO Seeking Alpha — February 20, 2025City 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.

Ryanair Stock Plunges 19.7% in a Year: Should You Buy the Dip? — Neutral
RYAAY Zacks Investment Research — February 20, 2025With RYAAY shares moving south, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

Sonoco Earnings Miss Estimates in Q4, Sales Increase 2% Y/Y — Neutral
SON Zacks Investment Research — February 20, 2025SON'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.
