Insperity, Inc. (NYSE:NSP ) Q4 2024 Earnings Conference Call February 10, 2025 8:30 AM ET Company Participants Paul Sarvadi - Chairman & CEO Jim Allison - EVP, CFO & Treasurer Conference Call Participants Mark Marcon - Baird Jeff Martin - Roth Capital Partners Jasper Beaumont - Truist Andrew Nicholas - William Blair Andrew Polkowitz - JP Morgan Operator Good morning, my name is Jenny, I will be your conference operator today. I would like to welcome everyone to the Insperity fourth quarter 2024 earnings conference call.

FY25 capex projections show Amazon at ~$105B, Meta ~$63B, Alphabet ~$75B, and MSFT ~$85B—all funneling massive investments into AI data centers that reinforce the US compute cluster moat. DeepSeek-R1's efficient training (V3 cost: ~$5.58M) underscores algorithmic gains, yet Top500 data (US: 55.3% performance share vs. China's 2.7%) confirms that US compute clusters remain a dominant strategic asset. A ~50% one-year return target positions Nvidia Corporation stock attractively, though evolving efficient training architectures may temper long-term GPU demand—warranting ongoing vigilance for NVDA.

The mean of analysts' price targets for Allurion Technologies, Inc. (ALUR) points to a 374.7% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

The consensus price target hints at a 25.3% upside potential for Nextracker (NXT). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

The mean of analysts' price targets for Archer Aviation (ACHR) points to a 25.6% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

BSX, ENVA and CFR made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on February 10, 2025.

An improving economy, steepening of the yield curve, and improved investment banking and trading operations have been helping bank ETFs lately.

Huntsman (HUN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Noble Corporation PLC (NE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Now that the first quarter of 2025 is underway, investors across the board are probably looking to find the best ideas to get their portfolios started on the right foot. This way, they can have not only the momentum but also the liquidity necessary to chase the growth plays that will become available in later months.

It's been a bumpy start to 2025 for bitcoin and the broader cryptocurrency universe. Amid soaring optimism that this year could be a tipping point for bitcoin and other digital currencies, trade tariffs and indications inflation remains are among the factors weighing on risk assets.

FRISCO, Texas--(BUSINESS WIRE)--Addus HomeCare Corporation (Nasdaq: ADUS), a provider of home care services, announced today that it will release earnings for the fourth quarter and year-ended December 31, 2024, on Monday, February 24, 2025, after the market close. Addus HomeCare will host a conference call on Tuesday, February 25, 2025, at 9:00 a.m. Eastern Time. Joining the call from the Company will be Dirk Allison, Chairman and CEO, Brian Poff, Executive Vice President and CFO, and Brad Bic.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Pacira BioSciences, Inc. ("Pacira" or "the Company") (NASDAQ:PCRX) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between August 2, 2023 to August 8, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before March 14, 2025.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Fluence Energy, Inc. ("Fluence" or "the Company") (NASDAQ:FLNC) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Silvaco Group, Inc. ("Silvaco" or "the Company") (NASDAQ:SVCO) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Transocean Ltd. ("Transocean" or "the Company") (NYSE:RIG) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Nextracker Inc. ("Nextracker" or "the Company") (NASDAQ:NXT) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between February 1, 2024 and August 1, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before February 25, 2025.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in Liberty TripAdvisor Holdings, Inc. ("Liberty TripAdvisor" or "the Company") (OTCQB:LTRPA) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the Liberty TripAdvisor board breached its fiduciary duties to shareholders.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors in Vacasa, Inc. ("Vacasa" or "the Company") (NASDAQ:VCSA) for potential breaches of fiduciary duty on the part of its directors and management. The investigation focuses on determining if the Vacasa board breached its fiduciary duties to shareholders.

LOS ANGELES, CA / ACCESS Newswire / February 10, 2025 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against AstraZeneca PLC ("AstraZeneca" or "the Company") (NASDAQ:AZN) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between February 23, 2022 and December 17, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before February 21, 2025.