|
|
Recent Articles
-
Lennar Sees Softness in Housing Market
Jun 19, 2025
-
Image Source: TradingView.
On June 16, Lennar Corp. reported mixed fiscal second quarter results with revenue beating the consensus forecast but non-GAAP earnings per share missing the consensus mark. Total revenues fell to $8.4 billion in the quarter from $8.8 billion in the year-ago period, while second quarter net earnings, excluding mark-to-market losses on technology investments were $499 million, or $1.90 per share, compared to $3.38 per share in the same period a year ago.
-
Adobe Raises Guidance Due to AI Strength
Jun 19, 2025
-
Image: Adobe’s stock has been choppy the past few years.
Adobe’s cash flow from operations was $2.19 billion in the fiscal second quarter, and the firm exited the period with $19.69 billion Remaining Performance Obligations (RPO), with current accounting for 67% of them. During the quarter, Adobe repurchased approximately 8.6 million shares. Looking to all of fiscal year 2025, total revenue is targeted in the range of $23.5-$23.6 billion, better than the consensus estimate of $23.45 billion, while non-GAAP earnings per share is expected in the range of $20.50-$20.70 versus consensus of $20.36. We like Adobe's fundamentals, but don't include shares in any newsletter portfolio.
-
View Current and Archived Best Ideas Newsletters
Jun 15, 2025
-
View previous editions of the Best Ideas Newsletter in this article.
-
Valuentum's Best Ideas Newsletter Portfolio
Jun 15, 2025
-
We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
|
