Babcock & Wilcox (NYSE:BW) Bolsa

Babcock & Wilcox

Babcock & Wilcox Enterprises Inc is a power generation equipment supplier and servicing company that operates in three segments: B&W Renewable, B&W Environmental, and B&W Thermal. B&W Thermal, focuses on steam generation products and solutions for plants in the power generation, oil, and gas, and industrial sectors, generates the majority of the company's revenue. B&W Renewable focuses on sustainable power and heat generation while B&W Environmental focuses on emissions control. The company's customer base spans the industrial, electrical utility, and municipal industries located predominantly in the United States, Canada, Denmark, the United Kingdom, and other regions. Business in the U.S. contributes the vast majority of its revenue.

Medtronic, Fluor And 3 Stocks To Watch Heading Into Tuesday

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Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este lunes: PVH, PRGS, XOS, LOAR y BW.

5 acciones en el foco este lunes: PVH, PRGS, XOS, LOAR y BW

Babcock & Wilcox Enterprises, Inc. Common Stock

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Babcock & Wilcox Enterprises, Inc. 7.75% Series A Cumulative Perpetual Preferred Stock

Management

Sensata Technologies CFO Brian Roberts To Resign, Andrew Lynch Appointed Interim CFO Effective May 16

New Concept Energy (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/GBR#AMEX">GBR</a>) reported quarterly losses of $(0.01) per share. This is a 200 percent decrease over earnings of $0.01 per share from the same period last year. The company reported $38.00 thousand in sales this quarter. This is a 5.56 percent increase over sales of $36.00 thousand the same period last year.

New Concept Energy Q1 EPS $(0.01) Down From $0.01 YoY, Sales $38.00K Up From $36.00K YoY

NVFY

Nova Lifestyle Q1 EPS $(0.03) Up From $(0.65) YoY, Sales $2.63M Up From $2.38M YoY

Beam Glb (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BEEM#NASDAQ">BEEM</a>) reported quarterly losses of $(0.32) per share which missed the analyst consensus estimate of $(0.23) by 39.13 percent. The company reported $6.324 million in sales this quarter. This is a 56.57 percent decrease over sales of $14.561 million the same period last year.

Earnings Misses

BEEM

Beam Glb Q1 2025 Adj. EPS $(0.32) Misses $(0.23) Estimate, Sales $6.324M Down From $14.561M YoY

CAVA Group Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>) reported first-quarter financial results after the market close on Thursday. Here&#8217;s a rundown <a href="https://www.benzinga.com/pressreleases/25/05/b45451578/cava-group-reports-first-quarter-2025-results">of the report</a>.
Q1 Earnings: Cava's first-quarter revenue increased 28.2% year-over-year to $331.83 million, beating the <a href="http://benzinga.com/quote/CAVA/earnings" target="_blank" rel="noreferrer noopener">consensus estimate</a> of $326.88 million, according to <a href="http://pro.benzinga.com" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>. The Mediterranean fast-casual restaurant chain company reported first-quarter adjusted earnings of 22 cents per share, beating analyst estimates of 14 cents per share.
The company noted that net income included an income tax benefit of $10.7 million related to equity-based compensation.
Cava&nbsp;reported the same restaurant sales growth&nbsp;of 10.8% and traffic growth of 7.5%. The company said it opened 15 new restaurants during the quarter, bringing total locations up to 382, up 18.3% year-over-year.
Net cash provided by operating activities totaled $38.6 million and free cash flow came in at $2.7 million in the quarter. The company ended the period with $289.35 million in cash and cash equivalents.
&#8220;In spite of economic uncertainty and challenging weather, CAVA&#8217;s&nbsp;first quarter&nbsp;results demonstrate the continued strength of our category-defining brand,&#8221; said&nbsp;Brett Schulman, co-founder and CEO of Cava Group.
Guidance: Cava expects full-year same-restaurant sales growth to be between 6% and 8%, unchanged from prior guidance. The company expects to open between 64 and 68 new restaurants in total this year, up from prior guidance of 62 to 66 restaurants.
Cava&#8217;s management team will hold a conference call with investors and analysts to further discuss the quarter at 5 p.m. ET.
CAVA Price Action: <a href="https://www.benzinga.com/quote/CAVA" target="_blank" rel="noreferrer noopener">Cava shares</a> were down 4.10% in after-hours, trading at $95 at the time of publication Thursday, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
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Photo: courtesy of Cava Group.

Guidance

Restaurants

After-Hours Center

Movers

CAVA

Cava Group Reports Q1 Earnings: Revenue Jumps 28%, Company Bumps Up New Restaurant Openings Guidance

Milestone Scientific (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/MLSS#AMEX">MLSS</a>) reported quarterly losses of $(0.02) per share which missed the analyst consensus estimate of $(0.01) by 100 percent. This is unchanged from the same period last year. The company reported quarterly sales of $2.23 million which missed the analyst consensus estimate of $2.43 million by 8.32 percent. This is a 0.76 percent decrease over sales of $2.25 million the same period last year.

MLSS

Milestone Scientific Q1 EPS $(0.02) Misses $(0.01) Estimate, Sales $2.23M Miss $2.43M Estimate

JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)'s May 19 investor day arrives at a pivotal moment for the world's largest bank, with Wall Street watching closely for clarity on management succession and capital strategy as macroeconomic <a href="https://www.benzinga.com/news/econ-s">uncertainty clouds the outlook.</a>
Shares of JPMorgan have rebounded 33% since April's lows and now sit within 5% of February's all-time high, highlighting just how critical this event is for investors.
Up 12% year-to-date, JPMorgan has outpaced the broader Financial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>), which gained just 5.4% in the same period. 
In a note Thursday, Bank of America's analyst Ebrahim Poonawala said the stock's premium is "well deserved but raises the bar for near-term outperformance." 
He called JPMorgan the best-positioned among peers to manage macro uncertainty and leverage opportunities in AI, digital assets, and private credit.
According to Poonawala, there are the five core themes traders and analysts will watch closely.
See Also: <a href="https://www.benzinga.com/25/04/45071155/mild-recession-is-best-case-outcome-jpmorgan-ceo-jamie-dimon">Jamie Dimon Says Recession Is Best-Case Scenario</a>
<h3 class="wp-block-heading">1. CEO Succession: Will Jamie Dimon Signal a Timeline?</h3>
The Street isn't ready for a post-Dimon JPMorgan. 
&#8220;Obviously, best&nbsp;case for investors could be another five years of CEO Jamie Dimon at the helm,&#8221; Poonawala said.
At 69, Jamie Dimon is younger than peers like BlackRock's Larry Fink (72) or Blackstone's Steve Schwarzman (78). 
Yet succession chatter is growing. Marianne Lake, CEO of the Consumer Bank, is seen as the <a href="https://fortune.com/2025/01/17/jennifer-piepszak-exited-jpmorgans-ceo-race-but-theres-still-one-woman-in-the-running-to-succeed-jamie-dimon/">frontrunner</a> after COO Jenn Piepszak reportedly stepped back.
Also in the mix is Troy Rohrbaugh, co-CEO of the Corporate and Investment Bank. Both have over two decades at JPMorgan, and the bank's leadership pipeline is widely viewed as deep and capable.
The company could follow either Morgan Stanley's timeline model or Berkshire Hathaway's pre-announcement style, but any news may cause short-term volatility before clarity brings back investor confidence.
<h3 class="wp-block-heading">2. Capital Deployment: Where Will The $62 Billion Go?</h3>
JPMorgan's balance sheet strength is unmatched. It holds $38 billion in capital above regulatory minimums, and with another $24 billion expected by year-end, the war chest could reach $62 billion—on par with the Fed's 2024 stress test losses.
Despite this, management is playing it safe. Buybacks, which have averaged $6 billion per quarter, remain the preferred use of capital. The bank continues to dismiss the idea of special dividends or big-ticket M&amp;A.
"Capital flexibility is a key asset for JPMorgan," said Poonawala, but he indicated that "management has downplayed any meaningful shift in capital deployment strategy," likely sticking with a near-100% capital return ratio through repurchases and dividends.
<h3 class="wp-block-heading">3. Revenue Outlook: A Net Interest Income Beat in Sight?</h3>
With fewer rate cuts now priced in—just two expected for 2025 versus three before—there's room for JPMorgan to raise its $90 billion net interest income forecast. Last year's guidance pegged NII in the mid-$70 billion range.
Capital markets remain a drag. Dealogic data shows JPM's investment banking fees down 24% year-over-year in second quarter, slightly better than the 29% drop for peers. Yet, fee-based businesses like wealth management and payments could cushion the blow.
Poonawala highlighted digital initiatives like Kinexys, JPM's blockchain-powered payments network, as potential long-term tailwinds, especially under a crypto-friendly White House.
<h3 class="wp-block-heading">4. Expense Discipline: Has Spending Peaked?</h3>
After four straight years of expense growth above 7%, JPMorgan may now guide toward a more sustainable 4%-6% range. 
Headcount growth is slowing, and tech spending as a share of revenue has declined for two consecutive years.
Importantly, despite elevated costs, the bank still leads peers in efficiency. Management signaled that cost savings would likely come from unit cost improvements, not outright budget cuts.
<h3 class="wp-block-heading">5. Credit Risk: Consumer Remains Resilient, For Now</h3>
With consumer credit in focus, JPMorgan&#8217;s card portfolio—17% of total loans—is once again under the microscope. The portfolio has grown 80% since 2015, far above the industry's 65%.
Still, quality remains high. About 86% of JPM card loans go to borrowers with FICO scores above 600, and delinquency rates are low at 2.1%.
Under a moderate stress scenario, management sees a potential 6% EPS hit in 2025. Worst-case losses, using Fed assumptions, could cut profits by half—but JPMorgan is better positioned than most to weather such an outcome.
Read now: 
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</ul>
Image: Shutterstock

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ETFs

JPMorgan Investor Day Looms, Here Are 5 Core Topics To Watch

SOS FY24 EPS $(0.0299) Vs $(0.0269) YoY, Sales $231.42M Up From $92.42M YoY

Vox Royalty (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VOXR#NASDAQ">VOXR</a>) reported quarterly losses of $(0.01) per share which missed the analyst consensus estimate of $0.02 by 150 percent. The company reported quarterly sales of $2.68 million which missed the analyst consensus estimate of $3.50 million by 23.43 percent. This is a 7.04 percent decrease over sales of $2.88 million the same period last year.

VOXR

Vox Royalty Q1 EPS $(0.01) Misses $0.02 Estimate, Sales $2.68M Miss $3.50M Estimate

Acquisition Accelerates Growth of Falcon's Attractions Division with Industry-Leading IP, Technology, Talent, Capabilities, and Facilities

FBYD

Falcon's Beyond Global Acquires Oceaneering Entertainment Systems; Financial Terms Not Disclosed

SIFCO Industries (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/SIF#AMEX">SIF</a>) reported quarterly losses of $(0.23) per share. This is a 14.81 percent increase over losses of $(0.27) per share from the same period last year. The company reported $19.03 million in sales this quarter. This is a 7.25 percent decrease over sales of $20.52 million the same period last year.

SIFCO Industries Q2 EPS $(0.23) Up From $(0.27) YoY, Sales $19.03M Down From $20.52M YoY

TuHURA Biosciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HURA#NASDAQ">HURA</a>) reported quarterly losses of $(0.15) per share which missed the analyst consensus estimate of $(0.10) by 50 percent. This is a 62.5 percent increase over losses of $(0.40) per share from the same period last year.

HURA

TuHURA Biosciences Q1 EPS $(0.15) Misses $(0.10) Estimate

MDU Resources Appoints Darrel Anderson As Board Chair; Succeeds Dennis Johnson

SWK Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKH#NASDAQ">SWKH</a>) reported quarterly earnings of $0.66 per share which beat the analyst consensus estimate of $0.29 by 127.59 percent. This is a 450 percent increase over earnings of $0.12 per share from the same period last year. The company reported $11.83 million in sales this quarter. This is a 0.45 percent increase over sales of $11.78 million the same period last year.

Earnings Beats

SWKH

SWK Holdings Q1 Adj. EPS $0.66 Beats $0.29 Estimate, Sales $11.83M Up From $11.78M YoY

Take-Two Interactive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) is looking for FY2026 Adj EPS of $2.45-$2.70 vs $6.92 analyst estimate. sees sales of $5.900 billion-$6.000 billion vs $7.90 billion analyst estimate.

TTWO

Take-Two Interactive Sees FY2026 Adj EPS $2.45-$2.70 vs $6.92 Est; Sees Sales $5.900B-$6.000B vs $7.90B Est

Take-Two Interactive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) is looking for FY2026 GAAP EPS of $(2.79)-$(2.45) vs $1.17 analyst estimate. sees sales of $5.950 billion-$6.050 billion vs $7.90 billion analyst estimate.

Take-Two Interactive Sees FY2026 GAAP EPS $(2.79)-$(2.45) vs $1.17 Est; Sees Sales $5.950B-$6.050B vs $7.90B Est

Video game company Take-Two Interactive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) reported fourth-quarter financial results after <a href="https://www.benzinga.com/earnings">market close Thursday.</a>
Here are the key highlights.
What Happened: Take-Two announced fourth-quarter net bookings of $1.58 billion, up 17% year-over-year. The total beat a Street consensus estimate of $1.55 billion according to data<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0515"> from Benzinga Pro.</a>
The company reported adjusted earnings pre share or $1.08 for the quarter, missing a Street consensus estimate of $1.10 per share.
Net bookings from recurrent consumer spending were up 14% year-over-year in the quarter and made up 77% of total net bookings.
The company said the largest contributors to net bookings were "NBA 2K25," "Grand Theft Auto Online, "Grand Theft Auto V," "Civilization VII," "Toon Blast," "Match Factory!," "Empires &amp; Puzzles," "Red Dead Redemption 2" and "Red Dead Online."
Total net bookings for the fiscal year were $5.65 billion, up 6% year over year. Net bookings from recurrent consumer spending were up 7% year over year for the full fiscal year and made up 70% of total net bookings.
"We achieved outstanding results in our 2025 Fiscal Year, with each of our labels contributing meaningfully to our performance," Take-Two CEO Strauss Zelnick said.
Read Also: <a href="https://www.benzinga.com/quote/TTWO/analyst-ratings">Analyst Ratings On Take-Two Interactive </a>
What's Next: Take-Two is guiding for first quarter net bookings to be in a range of $1.25 billion to $1.30 billion.
The company guides for full fiscal-year net bookings to be in a range of $5.90 billion to $6.00 billion.
"Our Fiscal 2026&nbsp;outlook&nbsp;reflects continuing positive momentum, with Net Bookings&nbsp;guidance&nbsp;of&nbsp;$5.9&nbsp;to&nbsp;$6.0 billion. As we bring our exciting lineup to market, including&nbsp;Grand Theft Auto VI&nbsp;in Fiscal 2027, we expect to achieve record levels of Net Bookings that will establish a new baseline for our business and set us on a path of enhanced profitability," Zelnick said.
Take-Two's upcoming game lineup for 2025 includes "Mafia: The Old Country," "Borderlands 4" and "WWE 2K Mobile."
Future games include "NBA 2K26," "WWE 2K26" and "Grand Theft Auto VI," which <a href="https://www.benzinga.com/news/25/05/45166208/rockstar-games-delays-highly-anticipated-grand-theft-auto-vi-release">was recently delayed</a> to a new release date of May 26, 2026.
TTWO Price Action: Take-Two stock is down 1.7% to $228.33 in after-hours trading Thursday versus a 52-week trading range of $135.24 to $238.00.
Read Next: 
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</ul>
Image created using photos from Shutterstock.

Gaming

GTA VI Delay Looms Over Take-Two Earnings: Sales Beat, EPS Miss, Outlook Updated

Nuvve Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVVE#NASDAQ">NVVE</a>) reported quarterly losses of $(3.88) per share. This is a 77.04 percent increase over losses of $(16.90) per share from the same period last year. The company reported $900.00 thousand in sales this quarter. This is a 15.42 percent increase over sales of $779.76 thousand the same period last year.

NVVE

Nuvve Holding Q1 EPS $(3.88) Up From $(16.90) YoY, Sales $900.00K Up From $779.76K YoY

Take-Two Interactive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) is looking for Q1 Adj EPS of $0.20-$0.30 vs $0.23 analyst estimate. sees sales of $1.250 billion-$1.300 billion vs $1.26 billion analyst estimate.

Take-Two Interactive Sees Q1 Adj EPS $0.20-$0.30 vs $0.23 Est; Sees Sales $1.250B-$1.300B vs $1.26B Est

Take-Two Interactive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>) is looking for Q1 GAAP EPS of $(0.78)-$(0.65) vs $(0.66) analyst estimate. sees sales of $1.350 billion-$1.400 billion vs $1.26 billion analyst estimate.

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