This is a tough sell. You know the whole ad campaign thing. Just a really stupid story. But it came out that the chick is somehow Republican so now Trump has a liking for her and that kind of brands this company as Trumpy now. Fair value about $10.
WLDS Wearable Devices Ltd.- no vol/ $1.81 0.10(+6.16%)9:43 AM 08/06/25 NASDAQ |$USD |Realtime 6 months down 51%!!!! 1 month up 19% PSN Parsons Corporation- I have to read the report./ $76.10-0.91(-1.18%)9:51 AM 08/06/25 NYSE |$USD |Realtime If you remember I predicted it would sell off before recovering and I think in the pre it was dancing around $74./ I'm just not that nifty. margin pressures<------------
Arista surges as it takes advantage of capex windfall: analysts Aug. 06, 2025 9:42 AM ETArista Networks Inc (ANET) Arista Networks (NYSE:ANET)surged 14%during early market action Wednesday following its second quarter results that topped estimates as the networking solutions firm takes advantage of elevated capital expenditures in cloud and data center projects. "2Q results beat Street expectationsacross the board, with management now calling for 25% growth in 2025 vs. 17% prior, driven by solid growth in both Cloud and non-Cloud verticals," said Bank of America analysts, led by Tal Liani, in a Wednesday investor note. "We note the company's poor quarterly disclosure on basic growth drivers like vertical exposure, but at a high level, Arista is benefitting from elevated investments in both back-end and front-end Cloud networks following major capex increases by hyperscalers." BofA reiterated its Buy rating and increased its price target to $155 from $130. Meanwhile, KeyBanc maintained its Buy rating and hiked its price target up to $145 from $115. "Gross margin of 65.6% came in well ahead of guidance of 63% and consensus of 62.9%; operating margin came in at 48.8%, well ahead of guidance of 46% and consensus of 46.1%," said KeyBanc analysts Brandon Nispel and Matt Sbriglio, in a note. "FCF was $1.18B, meaningfully exceeding consensus of $852M and our $1.02B, driven off higher deferred revenue growth of 92% y/y." J.P. Morgan also increased its price target on the stock to $150 from $130 and reiterated its Overweight rating. "The company is now confident of the above momentum positioning it to reach its $10 bn revenue target in 2026, two years ahead of its earlier plan for 2028," said J.P. Morgan analysts, led by Samik Chatterjee, in a note. "As we move beyond 2026, most of the above demand drivers in relation to deployment of AI infrastructure will continue, with additional revenue opportunities opening up in relation to Scale-up AI networking starting in 2027."
Shares of Parsons Corp. (NYSE:PSN) tumbled 10% in premarket trading Wednesday, after the engineering and defense contractor posted second-quarter results that beat Wall Street’s earnings expectations but fell short on revenue growth and margin performance in key segments. Parsons reportedadjusted earnings of $0.78 a share, above analyst forecasts of $0.74, while revenue came in at $1.6 billion, matching consensus estimates. However, total revenue declined 5% year-over-year, and fell 9% on an organic basis, largely due to the wind-down of a confidential government contract that had previously contributed significant topline support. Segment results Despite upbeat commentary from executives and a slight upward revision to full-year guidance, investors appeared focused on weakness in the company’s federal solutions segment, which saw revenue plunge 19% and adjusted earnings before interest, taxes, depreciation and amortization drop 35% from the year-ago quarter. The segment’s margin contracted sharply, down 210 basis points to 8.3%, hurt by contract mix, increased bid investments, and critical hiring costs tied to long-term strategic pursuits. Parsons’ net income dropped 20% year-over-year to $55 million, with earnings slipping to $0.50 a share from $0.63 a year earlier. Adjusted ebitda also declined 1% to $149 million, though margin improved modestly to 9.4% due to strength in the critical infrastructure segment, which posted 14% revenue growth and a 73% jump in adjusted ebitda. Revised guidance In an attempt to offset concerns, the company raised its full-year 2025 revenue guidance to a range of $6.48 billion to $6.68 billion, slightly above its previous outlook. It also increased expectations for adjusted ebitda and operating cash flow. However, net income guidance was withheld, with management citing volatility from taxes, M&A activity and other one-time items. CEO Carey Smith sought to reassure investors, citing “exceptional free cash flow” and “unprecedented global infrastructure spending,” but the market reaction reflected caution around execution risks and uncertainty surrounding the post-confidential-contract revenue trajectory. Despite securing more than $1.5 billion in new bookings during the quarter, including high-profile government contracts valued more than $100 million each, Parsons’ book-to-bill ratio held steady at 1.0 times, suggesting limited near-term acceleration in backlog growth. Lets see what the Houses say tomorrow. On the surface LEIDOS is doing a better job/ Maybe should of looked there-
and Wrestling. Disney says NFL deal will boost profit in first year post close 08:52 DIS Disney says ESPN app will have more features, functionality than TV » Disney says Disneyland Paris, cruises should do 'very well' in Q4 » 08:57 DIS Disney reported strong results, says JPMorgan » 08:38 DIS Disney ends Q3 with 183M Disney+ and Hulu subscriptions, up 2.6M vs. Q2 » Disney raises FY25 adjusted EPS view to $5.85 from $5.75, consensus $5.77 » Disney reports Q3 adjusted EPS $1.61, consensus $1.44 » 06:40 DIS ESPN to launch direct-to-consumer streaming service on August 21 » 06:29 DIS <<<>>> For a very long time DIS has been struggling with how to get into betting without being obvious.... I would say an ESPN direct-to-consumer will do just that. I am very happy with these earnings. Next Stop $140≥.