Elevance Health (NYSE:ELV) Bolsa

Elevance Health

Elevance Health remains one of the leading health insurers in the U.S., providing medical benefits to 47 million medical members as of December 2023. The company offers employer, individual, and government-sponsored coverage plans. Elevance differs from its peers in its unique position as the largest single provider of Blue Cross Blue Shield branded coverage, operating as the licensee for the Blue Cross Blue Shield Association in 14 states. Through acquisitions, such as the Amerigroup deal in 2012 and MMM in 2021, Elevance's reach expands beyond those states through government-sponsored programs such as Medicaid and Medicare Advantage plans, too.

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The planned spin-off will result in two separate, publicly traded companies:
<ul>
<li>Costamare Inc. will remain a global container shipping provider, retaining the owned container vessels and Neptune Maritime Leasing Limited businesses.</li>
<li>Costamare Bulkers Holdings Limited will be an international owner and operator of dry bulk vessels and will hold the owned dry bulk vessels and the CBI operating platform.</li>
</ul>

News

General

CMRE

Costamare Announced Its Intent To Spin-off The Company's Dry Bulk Business Into A Standalone Company, Costamare Bulkers Holdings Limited

Guidance

NCLH

Norwegian Cruise Line Says Q1 2025 Net Yield Set To Increase ~$0.5% On Constant Currency Basis YoY

WRBY

Warby Parker Expects FY25 Net Revenue Of $878M - $893M (Est $872.097M), Representing Approximately 14% - 16% Growth YoY

Norwegian Cruise Line Sees FY25 Adj. Net Income ~$1.065B; Sees Adj. EPS ~$2.05 Vs $2.08 Estimate

Full Year 2025 Guidance
For the full year of 2025, excluding any contribution from the recently announced Australian asset acquisition, Civeo expects revenues of $630.0 million to $660.0 million, Adjusted EBITDA of $80.0 million to $90.0 million and capital expenditures of $25.0 million to $30.0 million. This guidance takes into account the recent reduction in currency exchange rates experienced since late 2024.
The Company expects the recently announced Australian asset acquisition to be completed by the end of the second quarter of 2025, subject to regulatory approvals and customary conditions, and we will provide updated 2025 guidance upon completion.

Earnings

CVEO

Civeo 2025 Outlook: Expects Revenue Of $630M-$660M Vs. $719.51M Est.; Sees Adjusted EBITDA Of $80M-$90M

HC Wainwright &amp; Co. analyst Joseph Pantginis reiterates Kura Oncology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KURA#NASDAQ">KURA</a>) with a Buy and maintains $40 price target.

Price Target

Reiteration

Analyst Ratings

KURA

HC Wainwright & Co. Reiterates Buy on Kura Oncology, Maintains $40 Price Target

Life Time Group Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LTH#NYSE">LTH</a>) raises FY2025 sales outlook from $2.91 billion-$2.97 billion to $2.92 billion-$2.98 billion vs $2.93 billion estimate.

Life Time Group Hldgs Raises FY2025 Sales Guidance from $2.91B-$2.97B to $2.92B-$2.98B vs $2.93B Est

Life Time Group Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LTH#NYSE">LTH</a>) reported quarterly earnings of $0.27 per share which beat the analyst consensus estimate of $0.15 by 80 percent. This is a 42.11 percent increase over earnings of $0.19 per share from the same period last year. The company reported quarterly sales of $663.30 million which beat the analyst consensus estimate of $657.76 million by 0.84 percent. This is a 18.69 percent increase over sales of $558.83 million the same period last year.

Earnings Beats

Life Time Group Hldgs Q4 Adj $0.27 Beats $0.15 Estimate, Sales $663.30M Beat $657.76M Estimate

2025 Outlook
For the full-year 2025, the Company is providing the following outlook:
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">Total Revenue</td>
<td colspan="1" rowspan="1">$2,575M – $2,650M</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Software and Services Revenue</td>
<td colspan="1" rowspan="1">$1,995M – $2,020M</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Hardware Revenue</td>
<td colspan="1" rowspan="1">$580M – $630M</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted EBITDA</td>
<td colspan="1" rowspan="1">$420M – $445M</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted EBITDA (%)</td>
<td colspan="1" rowspan="1">16.3% – 16.8%</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Non-GAAP Diluted EPS</td>
<td colspan="1" rowspan="1">$0.75 - $0.80</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted Free Cash Flow - Unrestricted1</td>
<td colspan="1" rowspan="1">$170M - $190M</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Conversion (as % of Adjusted EBITDA)</td>
<td colspan="1" rowspan="1">40% - 43%</td>
</tr>
</tbody>
</table>
</figure>

NCR Voyix Expects FY25 Revenue Of $2.575B-$2.650B Vs $2.183B, Adj EPS Of $0.75-$0.80 Vs $0.91 Est

The net purchase price was approximately $124.4 million after credits primarily for contractual lease costs. With this sale of its last remaining property, the Company is also updating the estimated aggregate shareholder liquidating distribution range from an estimated aggregate shareholder liquidating distribution range of $20.00 to $21.00 per common share previously announced on November 15, 2024, to an estimated aggregate shareholder liquidating distribution range of $20.55 to $20.70 per common share, inclusive of the initial liquidating distribution of $19.00 per common share paid by the Company on December 6, 2024.&nbsp;

REIT

Real Estate

Equity Commonwealth Has Closed On The Sale Of Its Last Remaining Property, 1225 Seventeenth Street, A 709,402 Square Foot Office Property In Denver, Colorado, For A Gross Sale Price Of $132.5M

JP Morgan analyst Bill Peterson maintains Joby Aviation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) with a Underweight and lowers the price target from $6 to $5.

JOBY

JP Morgan Maintains Underweight on Joby Aviation, Lowers Price Target to $5

International Seaways (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INSW#NYSE">INSW</a>) reported quarterly earnings of $0.72 per share which missed the analyst consensus estimate of $1.24 by 41.94 percent. The company reported quarterly sales of $194.61 million which beat the analyst consensus estimate of $186.16 million by 4.54 percent. This is a 22.38 percent decrease over sales of $250.73 million the same period last year.

Earnings Misses

INSW

International Seaways Q4 2024 GAAP EPS $0.72 Misses $1.24 Estimate, Sales $194.61M Beat $186.16M Estimate

Warby Parker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WRBY#NYSE">WRBY</a>) reported quarterly sales of $190.64 million which beat the analyst consensus estimate of $187.64 million by 1.60 percent. This is a 17.79 percent increase over sales of $161.85 million the same period last year.

Warby Parker Q4 Sales $190.64M Beat $187.64M Estimate

TechnipFMC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FTI#NYSE">FTI</a>) reported quarterly earnings of $0.54 per share which beat the analyst consensus estimate of $0.35 by 54.29 percent. This is a 285.71 percent increase over earnings of $0.14 per share from the same period last year. The company reported quarterly sales of $2.37 billion which beat the analyst consensus estimate of $2.30 billion by 2.90 percent. This is a 13.91 percent increase over sales of $2.08 billion the same period last year.

TechnipFMC Q4 2024 Adj EPS $0.54 Beats $0.35 Estimate, Sales $2.37B Beat $2.30B Estimate

NCR Voyix Q4 2024 Adj. EPS $0.22 Beats $0.14 Estimate, Sales $682.000M Miss $686.685M Estimate

JP Morgan analyst Doug Anmuth maintains eBay (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EBAY#NASDAQ">EBAY</a>) with a Neutral and raises the price target from $58 to $60.

EBAY

JP Morgan Maintains Neutral on eBay, Raises Price Target to $60

JP Morgan analyst Pinjalim Bora maintains Nutanix (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTNX#NASDAQ">NTNX</a>) with a Overweight and raises the price target from $83 to $90.

NTNX

JP Morgan Maintains Overweight on Nutanix, Raises Price Target to $90

Buybacks

GFL Environmental Say TSX Accepted Notice Of Intention To Commence Normal Course Issuer Bid

2025 guidance summary
<ul>
<li>GAAP revenue growth guidance range of (0.4)% to 0.7%</li>
<li>Adjusted constant currency revenue growth guidance range of 1.0% to 2.0%, which excludes the 2024 impact from increases in our reserves related to the Italian payback measure pertaining to prior years</li>
<li>GAAP EPS from continuing operations guidance range of $8.85 to $9.25.</li>
<li>Adjusted diluted EPS from continuing operations guidance range of $13.95 to $14.35</li>
</ul>
"In the fourth quarter, we delivered strong double-digit adjusted earnings per share growth" said Liam Kelly, Teleflex's Chairman, President and Chief Executive Officer. "The benefits of our diversified portfolio were evident as strong performances from Interventional and Surgical helped offset softness in Interventional Urology revenues. Palette Life Sciences revenues exceeded $75 million in 2025, which was above the $73-$75 million guidance. As announced in a separate press release today, we also took an important step forward in our durable growth strategy with the agreement to acquire substantially all of BIOTRONIK's Vascular Intervention business. This acquisition provides us with a diversified suite of products of coronary and peripheral interventions devices, which complements the Teleflex Interventional business. Also announced today in a separate press release is our intention to separate Teleflex into two publicly traded companies, RemainCo and NewCo. The separation is expected to simplify the operating model, streamline the manufacturing footprint, and increase management focus of each company."

Health Care

Teleflex Expects 2025 Revenue Growth Of (0.4)% To 0.7%, With Adjusted EPS Of $13.95-$14.35 Versus Consensus Of $15.23

JP Morgan analyst Seth Seifman maintains Kratos Defense &amp; Security (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KTOS#NASDAQ">KTOS</a>) with a Neutral and raises the price target from $24 to $27.

KTOS

JP Morgan Maintains Neutral on Kratos Defense & Security, Raises Price Target to $27

Press Releases

Elevance Health Appoints Nathan Rich Vice President, Investor Relations

Elevance Health Announces Appearance at UBS Global Healthcare Conference

Legal

Elevance Health, Inc. Shareholders are Encouraged to Reach Out to Johnson Fistel for More Information About Potentially Recovering Their Losses

Elevance Health, Inc. Shareholders are Encouraged to Reach Out to Johnson Fistel for More Information about Potentially Recovering Their Losses

AM Best Affirms Credit Ratings of Elevance Health, Inc. and Its Subsidiaries

Robbins LLP Informs Elevance Health Inc. Stockholders that it is Investigating the Officers and Directors of ELV to Determine if They Breached Fiduciary Duties Owed to Shareholders

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