StoneCo (NASDAQ:STNE) Bolsa

StoneCo

StoneCo Ltd is a provider of financial technology solutions. It serves MSMBs solutions, at fair prices, and provides the customer experience to help them manage their businesses and sell more. Its Stone Business Model combines end-to-end, cloud-based technology platforms; differentiated hyper-local and integrated distribution approaches; and white-glove, on-demand customer service. It has two segments Financial Services segment, which includes payments solutions, digital banking, credit, insurance solutions as well as the registry business. In the Software segment solution includes POS/ERP, TEF and QR Code gateways, reconciliation, CRM, OMS, e-commerce platform, engagement tool, ads solution, and marketplace hub. It generates the majority of its revenue from the Financial Services segment.

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FIVE

STNE

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este miércoles: SIG, WSM, HQY, STNE y FIVE.

5 acciones en el foco este miércoles: SIG, WSM, HQY, STNE y FIVE

Medtronic, Fluor And 3 Stocks To Watch Heading Into Tuesday

GETY

SGMO

Aquí tienes cinco acciones estadounidenses que podrían llamar la atención de los inversores este martes: IHS, HQY, GETY, SGMO y STNE.

5 acciones en el foco este martes: IHS, HQY, GETY, SGMO y STNE

StoneCo Ltd

In June, the U.S. Food and Drug Administration (FDA) approved&nbsp;Gilead Sciences, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) Yeztugo&nbsp;(lenacapavir) as pre-exposure prophylaxis (PrEP) to reduce the risk of sexually acquired HIV in adults and adolescents weighing at least 35kg, making it the first and only twice-yearly option available in the U.S. for people&nbsp;<a target="_blank" href="https://www.benzinga.com/news/fda/25/06/46023093/fda-approves-gileads-game-changing-twice-yearly-shot-to-prevent-hiv-transmission-critics-slam-28k-price-tag" rel="noreferrer noopener">who need or want PrEP</a>.
Data show that ≥99.9% of participants who received Yeztugo in the Phase 3 PURPOSE 1 and PURPOSE 2 trials remained HIV negative.
The first PrEP medication, which was also developed by Gilead, was approved in the&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b46004872/yeztugo-lenacapavir-is-now-the-first-and-only-fda-approved-hiv-prevention-option-offering-6-months" rel="noreferrer noopener">U.S. in 2012</a>.
On Friday, the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) adopted a positive opinion under accelerated review recommending lenacapavir—the company's injectable HIV-1 capsid inhibitor—for use as pre-exposure prophylaxis (PrEP) to reduce the risk of sexually acquired HIV-1 in adults and adolescents with <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">increased HIV-1 acquisition risk</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/health-care/25/07/46325593/gileads-lenacapavir-plan-faces-global-hurdles-as-it-commits-to-no-profit-access-for-2-million" rel="noreferrer noopener">Gilead's Lenacapavir Plan Faces Global Hurdles As It Commits To No-Profit Access for 2 Million</a>
The final European Commission (EC) decision is expected later this year. If approved, lenacapavir will be marketed in the European Union (EU) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46623974/gilead-receives-positive-chmp-opinions-under-accelerated-review-from-european-medicines-agency-for" rel="noreferrer noopener">under the trade name Yeytuo.</a>
If approved, lenacapavir will be granted one additional year of market exclusivity in the EU due to the new indication.
Data from Gilead's Phase 3 PURPOSE 1 and PURPOSE 2 trials supported the positive opinions.
In the&nbsp;<a target="_blank" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.gilead.com%2Fnews%2Fnews-details%2F2024%2Ffull-efficacy-and-safety-results-for-gilead-investigational-twice-yearly-lenacapavir-for-hiv-prevention-presented-at-aids-2024&amp;esheet=54296374&amp;newsitemid=20250724024903&amp;lan=en-US&amp;anchor=PURPOSE+1+trial&amp;index=1&amp;md5=6ae78a11dbc0a3b85088e73bb83a290e" rel="noreferrer noopener">PURPOSE 1 trial</a>, data at the primary analysis showed that administration of twice-yearly subcutaneous lenacapavir led to zero HIV infections among 2,134 participants, 100% reduction in HIV infections and superiority of prevention of HIV infections when compared with once-daily oral Truvada&nbsp;(emtricitabine 200mg and tenofovir disoproxil fumarate 300mg; F/TDF)&nbsp;in cisgender women in sub-Saharan Africa.
In the&nbsp;<a target="_blank" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.gilead.com%2Fnews%2Fnews-details%2F2024%2Fgilead-presents-full-purpose-2-data-results-for-twice-yearly-lenacapavir-for-hiv-prevention-at-hiv-glasgow&amp;esheet=54296374&amp;newsitemid=20250724024903&amp;lan=en-US&amp;anchor=PURPOSE+2+trial&amp;index=3&amp;md5=0681b3673e8bfe8b2783482c26070315" rel="noreferrer noopener">PURPOSE 2 trial</a>, there were two HIV infections among 2,179 participants in the twice-yearly subcutaneous lenacapavir group, demonstrating 99.9% of participants did not acquire HIV infection and superiority of prevention of HIV infections when compared with once-daily oral Truvada among a broad and geographically diverse range of cisgender men and gender-diverse people.
In both trials, lenacapavir demonstrated superiority in preventing HIV infections when compared with background HIV incidence.
Needham upgraded Gilead after positive feedback from a recent physician survey on Yeztugo.
Analyst Joseph Stringer says the physician survey has increased confidence in Yeztugo and could be a multi-billion dollar contributor to the top line over the next several years.
Needham models that the HIV PrEP TAM (actual people on therapy) could grow from approximately 500K to around 900K by 2035.
The analyst upgraded Gilead from Hold to a Buy rating <a target="_blank" href="https://www.benzinga.com/quote/GILD/analyst-ratings" rel="noreferrer noopener">with a price forecast of $133</a>.
Doctors predict the HIV prevention (PrEP) market will grow by about 49% by 2030, and Yeztugo could take about 38% of that growth. They favor Yeztugo because it's easier to take than the current treatments.
With around 70% of Gilead's revenue coming from its HIV drugs, Yeztugo could become a key driver of the company's future growth.
Needham says Yeztugo could generate $4.1 billion in sales by 2030—about 10% more than current expectations—and $6.4 billion by 2035, about 20% above consensus.
Price Action: GILD stock is up 2.75% at $116.31 at the last check on Friday.
Read Next:
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</ul>
Photo by Michael Moloney via Shutterstock

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General

GILD

Gilead's Newly Approved HIV Prevention Drug Poised To Add Billions To Future Sales

UBS analyst Timothy Chiodo maintains Fiserv (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>) with a Buy and lowers the price target from $225 to $170.

UBS Maintains Buy on Fiserv, Lowers Price Target to $170

UBS analyst Joshua Spector maintains Dow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>) with a Neutral and lowers the price target from $26 to $25.

UBS Maintains Neutral on Dow, Lowers Price Target to $25

UBS analyst A.J. Rice maintains Community Health Sys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CYH#NYSE">CYH</a>) with a Neutral and lowers the price target from $3.5 to $3.2.

UBS Maintains Neutral on Community Health Sys, Lowers Price Target to $3.2

Raymond James analyst Ric Prentiss reiterates United States Cellular (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USM#NYSE">USM</a>) with a Outperform and raises the price target from $78 to $84.

Reiteration

Raymond James Reiterates Outperform on United States Cellular, Raises Price Target to $84

UBS analyst John Sourbeer maintains West Pharmaceutical Servs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>) with a Buy and raises the price target from $285 to $320.

UBS Maintains Buy on West Pharmaceutical Servs, Raises Price Target to $320

Raymond James analyst Ric Prentiss reiterates Telephone and Data Sys (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDS#NYSE">TDS</a>) with a Outperform and raises the price target from $47 to $49.

Raymond James Reiterates Outperform on Telephone and Data Sys, Raises Price Target to $49

Watching WW International; Shares See A Spike In Volume, As Traders Circulate Lawmakers Press FDA To Target Compounded, Fake GLP-1 Drugs

BP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BP#NYSE">BP</a>) stock has been recovering recently from its April lows, along with other major oil and gas companies. This recovery is related to the improvement in oil prices lately. But why should you consider BP stock now?
While the stock has not outperformed its peers over the past five years, the company has become a potential takeover target for larger firms. Even if a takeover doesn&#8217;t happen, the activist investor Elliott has been building a stake in the company this year, which is something very interesting to watch.
Why Is It Important to Have an Activist Investor in Your Company?
Because of voting rights. Activist investors aim to influence the strategic direction of the company. This is crucial for BP, which has been struggling with recent board decisions and shifting targets. BP has also altered its strategy as we saw in February, when the company dropped its climate targets and announced a renewed focus on oil and gas. In July, most BP-related news has centered on the company planning to halt or exit its green energy projects.
Let the Numbers Speak for Themselves
The company is set to announce its quarterly earnings on August 5th, which are expected to provide more clarity about BP's future even if they are below the expectations, especially after it experienced revenue declines in the past two quarters. However, the real challenge lies in its profitability as the profit margin is in negative territory.
BP also has a high debt-to-equity ratio of 92%, which highlights the urgent need for change to lower its debt and improve profitability. The company has committed to cutting costs by $4–$5 billion through 2027. It also plans to divest $20 billion in assets by 2027 while increasing investments in oil and gas and reducing net debt from $23 billion to a target range of $14–$18 billion. There&#8217;s also growing pressure for the company to sell off its renewable energy projects.
<figure class="wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex"> 
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="554" data-id="16456" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144150/bp-new-1-1024x554.png" alt="" class="wp-image-16456" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144150/bp-new-1-1024x554.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144150/bp-new-1-300x162.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144150/bp-new-1-768x415.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144150/bp-new-1.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure> 
</figure>
BP's forward P/E ratio stands at 13.39 compared to the sector average of 13.75, keeping it competitive. The company is gradually narrowing the gap with its peers in terms of its debt-to-equity ratio.
Analyst Recommendations
The consensus price target is $35.98, based on ratings from 13 analysts. The highest target is $53, issued by Bernstein on February 8, 2023. The lowest is $29, issued by Jefferies on May 19, 2025. The three most recent analyst ratings came from Piper Sandler, Scotiabank, and Wells Fargo—released on July 15, July 11, and June 26, 2025, respectively. With an average price target of $33.67 from those three firms, there&#8217;s an implied 5.18% upside.
<figure class="wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-2 is-layout-flex wp-block-gallery-is-layout-flex"> 
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="538" data-id="16458" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144417/new-pic-1024x538.png" alt="" class="wp-image-16458" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144417/new-pic-1024x538.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144417/new-pic-300x158.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144417/new-pic-768x404.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/07/25144417/new-pic.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure> 
</figure>
Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga&#8217;s reporting and has not been edited for content or accuracy.

Equities

Commodities

Opinion

Why BP Stock Should Be On Your List Now?

WIIM

Hims & Hers Health, Inc. Class A Common Stock

HIMS

Hims & Hers Health shares are trading lower following a report indicating lawmakers are pressing the FDA to target compounded or fake GLP-1 drugs.

UBS analyst Nik Cremo maintains WEX (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WEX#NYSE">WEX</a>) with a Neutral and raises the price target from $138 to $185.

UBS Maintains Neutral on WEX, Raises Price Target to $185

Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is facing mounting pressure from investors as concerns intensify over its lagging generative AI (GenAI) strategy, a key driver of growth across the tech sector. 
With the company&#8217;s shares down 14% year-to-date, contrasting sharply with the S&amp;P 500&#8217;s 8% gain, the market is signaling a clear demand for a definitive plan to catch up with rivals like Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google and Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), which have aggressively integrated AI into their offerings. 
The upcoming fiscal third-quarter earnings call on July 31 is now seen as a critical juncture for Apple to unveil a substantial GenAI investment roadmap, potentially involving significant increases in capital expenditure for infrastructure and even a multi-billion dollar acquisition, to stem the innovation gap and justify its premium valuation.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46538668/apples-online-store-is-now-live-in-saudi-arabia-flagship-stores-coming-by-2026" target="_blank" rel="noreferrer noopener">Apple&#8217;s Online Store Is Now Live In Saudi Arabia, Flagship Stores Coming By 2026</a>
Needham analyst Laura Martin, who maintains a <a href="https://www.benzinga.com/quote/AAPL/analyst-ratings">Hold rating</a> on Apple shares, issued a cautionary note to investors ahead of the earnings release. Martin emphasized that Apple can no longer afford a passive stance without a clearly defined GenAI strategy or implementation plan.
So far, the analyst noted that Alphabet Google has emerged as the fastest adopter among Big Tech, embedding GenAI across its entire product suite and operational framework. As a result, iOS continues to lag further behind Android each quarter, she said. 
Since the iPhone remains Apple&#8217;s anchor product, driving both hardware upgrades and services revenue, Martin noted the widening innovation gap as a potential existential threat to Apple. 
Today&#8217;s most forward-thinking technologists want to work on GenAI to build what wasn&#8217;t previously possible. If Apple fails to give its employees the tools and freedom to integrate GenAI into its ecosystem, the analyst said it risks losing top AI talent to firms like Meta Platforms, OpenAI, or Anthropic.
With every quarter Apple delays its GenAI vision, criticism from both the media and Wall Street about Tim Cook&#8217;s leadership grows louder, he said. Apple shares have dropped 14% year-to-date, while the S&amp;P 500 is up 8%, a clear signal that investors expect Apple to act, as per the analyst.
Martin continues to advise caution ahead of next week&#8217;s earnings call. The analyst says Apple needs to present a defined GenAI investment plan. She says the company is trailing its peers by 1–2 years, and catching up will require elevated operating costs, increased capital expenditures, and potentially even a large acquisition.
Specifically, Martin is concerned Apple may announce a significant increase in CapEx guidance, from $12 billion in fiscal 2025 to somewhere between $30-$50 billion annually, to build GenAI-ready data centers, networking gear, and server infrastructure.
The analyst feared the company may announce a multi-billion-dollar annual licensing deal with Anthropic or another proprietary model developer to create a custom GenAI foundation for Apple.
She expressed concerns over the company&#8217;s announcement of higher operating expenses due to adding GenAI engineers, absorbing cloud usage costs (since Apple lacks its own cloud business), and building GenAI tools and systems.
Martin highlighted increased costs to retain GenAI talent as Apple faces fierce hiring competition from Meta and others and growing signs of talent attrition.
According to the analyst, a large-scale GenAI acquisition, such as Perplexity AI ($14 billion), would accelerate GenAI&#8217;s capabilities and close the gap.
Most Big Tech companies have already laid out GenAI roadmaps that aim to enhance return on invested capital (ROIC), and their valuations reflect that, despite higher costs and CapEx. 
In contrast, Martin noted that Apple&#8217;s forecasts don&#8217;t account for the incremental investment needed to catch up in the GenAI race. 
She said that Apple&#8217;s stock could come under pressure once the market prices are at the true cost of this catch-up. Until Apple&#8217;s GenAI capital plans align with the pace of its competitors, the analyst advised staying cautious.
Apple remains the only Big Tech firm still on the sidelines, allocating just $12 billion annually to CapEx. Martin noted this won&#8217;t be sustainable if Apple wants to remain competitive in a GenAI-driven world.
Apple currently trades at a forward FY2026 P/E of approximately 27.7x, which is 63% higher than Apple&#8217;s 10-year historical average of ~17x, nearly 25% higher than the S&amp;P 500&#8217;s average 2026 P/E of ~22x.
For Apple shares to justify this multiple, a major iPhone upgrade cycle is needed, something Martin doesn&#8217;t anticipate within the next 12 months.
She expects Apple will need to pour billions into GenAI over the next three years, costs that aren&#8217;t factored into current consensus estimates.
Martin noted that despite trading at a premium, Apple is delivering the slowest revenue and margin growth among Big Tech. In the March 2025 quarter, peers reported 2-3 times faster revenue growth and 3-12 times faster margin expansion. According to the analyst, these metrics suggest Apple&#8217;s premium valuation relative to peers is vulnerable.
Martin noted that Apple faces structural disadvantages in the long term. It can only use GenAI to enhance its own ecosystem, while Google not only improves Android with its Gemini LLM but also monetizes it through Google Cloud by licensing it to thousands of external customers, as per the analyst.
Similarly, Amazon.com (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) benefits from a large cloud business that earns revenue from GenAI startups building on its infrastructure, she said. Apple, lacking a cloud platform, bears GenAI costs without the offsetting revenue potential, putting it at a competitive and valuation disadvantage, as per the analyst.
Meanwhile, Apple&#8217;s Big Tech rivals are building platforms designed to bypass Apple&#8217;s ecosystem entirely, targeting its 15-30% App Store revenue share. Martin added that Apple remains exposed without a strategic GenAI plan to protect its moat.
AAPL&nbsp;Price Action:&nbsp;Apple stock is trading higher by 0.45% to $214.70 at last check Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46625455/samsung-in-talks-with-openai-and-perplexity-ai-for-galaxy-s26" target="_blank" rel="noreferrer noopener">Samsung In Talks With OpenAI And Perplexity AI For Galaxy S26</a></li>
</ul>
Image via Shutterstock

Tech

AAPL

AMZN

GOOGL

Apple Faces Existential Threat If It Fails To Act On GenAI

Raymond James analyst David Feaster reiterates TriCo Bancshares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TCBK#NASDAQ">TCBK</a>) with a Outperform and raises the price target from $43 to $45.

TCBK

Raymond James Reiterates Outperform on TriCo Bancshares, Raises Price Target to $45

Legal

Lawmakers Press FDA To Target Compounded, Fake GLP-1 Drugs

Simpson Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SSD#NYSE">SSD</a>) is set to give its latest quarterly earnings report on Monday, 2025-07-28. Here's what investors need to know before the announcement.
Analysts estimate that Simpson Manufacturing Co will report an earnings per share (EPS) of $2.31. 
Investors in Simpson Manufacturing Co are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
<h3>Earnings Track Record</h3>
During the last quarter, the company reported an EPS beat by $0.31, leading to a 0.19% increase in the share price on the subsequent day.
Here's a look at Simpson Manufacturing Co's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.54</td>
<td>1.22</td>
<td>2.40</td>
<td>2.48</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.85</td>
<td>1.31</td>
<td>2.21</td>
<td>2.31</td>
</tr>
<tr>
<td>Price Change %</td>
<td>0.0%</td>
<td>1.0%</td>
<td>-5.0%</td>
<td>-1.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753459347_0.png" alt="eps graph" />
<h3>Simpson Manufacturing Co Share Price Analysis</h3>
Shares of Simpson Manufacturing Co were trading at $163.55 as of July 24. Over the last 52-week period, shares are down 14.23%. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. 
<a href="https://www.benzinga.com/quote/SSD/earnings">To track all earnings releases for Simpson Manufacturing Co visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Preview: Simpson Manufacturing Co's Earnings

PotlatchDeltic (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PCH#NASDAQ">PCH</a>) is set to give its latest quarterly earnings report on Monday, 2025-07-28. Here's what investors need to know before the announcement.
Analysts estimate that PotlatchDeltic will report an earnings per share (EPS) of $0.12. 
The announcement from PotlatchDeltic is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Performance in Previous Earnings</h3>
In the previous earnings release, the company beat EPS by $0.16, leading to a 1.85% drop in the share price the following trading session.
Here's a look at PotlatchDeltic's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.17</td>
<td>-0.02</td>
<td>-0.06</td>
<td>0.15</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.33</td>
<td>0.07</td>
<td>0.04</td>
<td>0.17</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-2.0%</td>
<td>-1.0%</td>
<td>-4.0%</td>
<td>4.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753459339_0.png" alt="eps graph" />
<h3>PotlatchDeltic Share Price Analysis</h3>
Shares of PotlatchDeltic were trading at $40.68 as of July 24. Over the last 52-week period, shares are down 4.55%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<h3>Analyst Insights on PotlatchDeltic</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding PotlatchDeltic.
Analysts have given PotlatchDeltic a total of 3 ratings, with the consensus rating being Buy. The average one-year price target is $47.67, indicating a potential 17.18% upside.
<h3>Analyzing Ratings Among Peers</h3>
The following analysis focuses on the analyst ratings and average 1-year price targets of Outfront Media, Rayonier and Four Corners Property Tr, three prominent industry players, providing insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for Outfront Media, with an average 1-year price target of $18.0, suggesting a potential 55.75% downside.</li>
<li>Analysts currently favor an Neutral trajectory for Rayonier, with an average 1-year price target of $26.5, suggesting a potential 34.86% downside.</li>
<li>Analysts currently favor an Buy trajectory for Four Corners Property Tr, with an average 1-year price target of $30.0, suggesting a potential 26.25% downside.</li>
</ul>
<h3>Analysis Summary for Peers</h3>
In the peer analysis summary, key metrics for Outfront Media, Rayonier and Four Corners Property Tr are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>PotlatchDeltic</td>
<td>Buy</td>
<td>17.59%</td>
<td>$47.85M</td>
<td>1.28%</td>
</tr>
<tr>
<td>Outfront Media</td>
<td>Neutral</td>
<td>-4.36%</td>
<td>$169.40M</td>
<td>-3.75%</td>
</tr>
<tr>
<td>Rayonier</td>
<td>Neutral</td>
<td>-27.07%</td>
<td>$17.97M</td>
<td>-0.19%</td>
</tr>
<tr>
<td>Four Corners Property Tr</td>
<td>Buy</td>
<td>7.54%</td>
<td>$60.66M</td>
<td>1.82%</td>
</tr>
</tbody>
</table>

Key Takeaway:
PotlatchDeltic ranks at the top for Revenue Growth and Gross Profit among its peers. It is in the middle for Consensus and Return on Equity.
<h3>Get to Know PotlatchDeltic Better</h3>
PotlatchDeltic Corp is a REIT that owns and manages forestland in Alabama, Arkansas, Idaho, Minnesota, and Mississippi. Potlach operates in three segments. The timberlands segment covers the planting and harvesting of trees, as well as the construction and maintenance of roads. The wood products segment manufactures and distributes lumber, plywood, and other wood products. The real estate segment covers the sales generated from company-owned timberlands, as well as commercial and residential properties. The timberlands and the wood product segments combined drive the majority of the company's revenue.
<h3>A Deep Dive into PotlatchDeltic's Financials</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Positive Revenue Trend: Examining PotlatchDeltic's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 17.59% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Real Estate sector.
Net Margin: PotlatchDeltic's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of 9.62%, the company may encounter challenges in effective cost control.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 1.28%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 0.79%, the company showcases effective utilization of assets.
Debt Management: PotlatchDeltic's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.51.
<a href="https://www.benzinga.com/quote/PCH/earnings">To track all earnings releases for PotlatchDeltic visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Exploring PotlatchDeltic's Earnings Expectations

Olin (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OLN#NYSE">OLN</a>) is set to give its latest quarterly earnings report on Monday, 2025-07-28. Here's what investors need to know before the announcement.
Analysts estimate that Olin will report an earnings per share (EPS) of $0.02. 
Olin bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Past Earnings Performance</h3>
The company's EPS beat by $0.11 in the last quarter, leading to a 2.54% increase in the share price on the following day.
Here's a look at Olin's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>-0.10</td>
<td>-0.04</td>
<td>0.04</td>
<td>0.70</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.01</td>
<td>0.09</td>
<td>-0.21</td>
<td>0.62</td>
</tr>
<tr>
<td>Price Change %</td>
<td>3.0%</td>
<td>-9.0%</td>
<td>-8.0%</td>
<td>-7.000000000000001%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753459328_0.png" alt="eps graph" />
<h3>Market Performance of Olin's Stock</h3>
Shares of Olin were trading at $20.72 as of July 24. Over the last 52-week period, shares are down 53.19%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release. 
<h3>Analyst Insights on Olin</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Olin.
A total of 13 analyst ratings have been received for Olin, with the consensus rating being Neutral. The average one-year price target stands at $23.77, suggesting a potential 14.72% upside.
<h3>Analyzing Analyst Ratings Among Peers</h3>
In this analysis, we delve into the analyst ratings and average 1-year price targets of Hawkins, Tronox Holdings and Kronos Worldwide, three key industry players, offering insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Buy trajectory for Hawkins, with an average 1-year price target of $160.0, suggesting a potential 672.2% upside.</li>
<li>Analysts currently favor an Buy trajectory for Tronox Holdings, with an average 1-year price target of $7.2, suggesting a potential 65.25% downside.</li>
<li>Analysts currently favor an Sell trajectory for Kronos Worldwide, with an average 1-year price target of $7.75, suggesting a potential 62.6% downside.</li>
</ul>
<h3>Analysis Summary for Peers</h3>
Within the peer analysis summary, vital metrics for Hawkins, Tronox Holdings and Kronos Worldwide are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Olin</td>
<td>Neutral</td>
<td>0.54%</td>
<td>$148.70M</td>
<td>0.06%</td>
</tr>
<tr>
<td>Hawkins</td>
<td>Buy</td>
<td>10.00%</td>
<td>$52.24M</td>
<td>3.56%</td>
</tr>
<tr>
<td>Tronox Holdings</td>
<td>Buy</td>
<td>-4.65%</td>
<td>$99M</td>
<td>-6.46%</td>
</tr>
<tr>
<td>Kronos Worldwide</td>
<td>Sell</td>
<td>2.30%</td>
<td>$106.80M</td>
<td>2.18%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Olin ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. Olin is at the bottom for Return on Equity.
<h3>Get to Know Olin Better</h3>
Olin Corp manufactures and sells a variety of chemicals and chemical-based products. The company organizes itself into three segments based on the product type. The Chlor alkali products and Vinyls segment, which generates the majority of revenue, sells chlorine and caustic soda, which are used in a variety of industries including cosmetics, textiles, crop protection, and fire protection products. The Epoxy segment sells epoxy resins used in paints and coatings. The Winchester segment sells sporting ammunition and ammunition accessories under the Winchester brand. The majority of revenue comes from the United States.
<h3>Olin's Financial Performance</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Olin displayed positive results in 3 months. As of 31 March, 2025, the company achieved a solid revenue growth rate of approximately 0.54%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Materials sector.
Net Margin: Olin's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.07% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Olin's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.06% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Olin's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.02% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Olin's debt-to-equity ratio stands notably higher than the industry average, reaching 1.66. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<a href="https://www.benzinga.com/quote/OLN/earnings">To track all earnings releases for Olin visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What's Next: Olin's Earnings Preview

NBT Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NBTB#NASDAQ">NBTB</a>) is gearing up to announce its quarterly earnings on Monday, 2025-07-28. Here's a quick overview of what investors should know before the release.
Analysts are estimating that NBT Bancorp will report an earnings per share (EPS) of $0.82.
NBT Bancorp bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Past Earnings Performance</h3>
During the last quarter, the company reported an EPS beat by $0.06, leading to a 0.57% increase in the share price on the subsequent day.
Here's a look at NBT Bancorp's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.74</td>
<td>0.76</td>
<td>0.78</td>
<td>0.69</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.80</td>
<td>0.77</td>
<td>0.80</td>
<td>0.69</td>
</tr>
<tr>
<td>Price Change %</td>
<td>1.0%</td>
<td>-5.0%</td>
<td>0.0%</td>
<td>8.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753459317_0.png" alt="eps graph" />
<h3>NBT Bancorp Share Price Analysis</h3>
Shares of NBT Bancorp were trading at $41.55 as of July 24. Over the last 52-week period, shares are down 14.51%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release. 
<a href="https://www.benzinga.com/quote/NBTB/earnings">To track all earnings releases for NBT Bancorp visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

NBTB

A Glimpse of NBT Bancorp's Earnings Potential

Kilroy Realty (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KRC#NYSE">KRC</a>) is gearing up to announce its quarterly earnings on Monday, 2025-07-28. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Kilroy Realty will report an earnings per share (EPS) of $0.59.
The announcement from Kilroy Realty is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Historical Earnings Performance</h3>
The company's EPS missed by $0.01 in the last quarter, leading to a 3.36% drop in the share price on the following day.
Here's a look at Kilroy Realty's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.03</td>
<td>1.03</td>
<td>1.04</td>
<td>1.08</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.02</td>
<td>1.20</td>
<td>1.17</td>
<td>1.10</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-3.0%</td>
<td>-3.0%</td>
<td>-1.0%</td>
<td>-5.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753459307_0.png" alt="eps graph" />
<h3>Performance of Kilroy Realty Shares</h3>
Shares of Kilroy Realty were trading at $37.24 as of July 24. Over the last 52-week period, shares are up 1.56%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Analyst Insights on Kilroy Realty</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Kilroy Realty.
Kilroy Realty has received a total of 4 ratings from analysts, with the consensus rating as Neutral. With an average one-year price target of $36.0, the consensus suggests a potential 3.33% downside.
<h3>Comparing Ratings with Competitors</h3>
This comparison focuses on the analyst ratings and average 1-year price targets of SL Green Realty, Cousins Props and Highwoods Props, three major players in the industry, shedding light on their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Neutral trajectory for SL Green Realty, with an average 1-year price target of $64.5, suggesting a potential 73.2% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Cousins Props, with an average 1-year price target of $30.75, suggesting a potential 17.43% downside.</li>
<li>Analysts currently favor an Neutral trajectory for Highwoods Props, with an average 1-year price target of $30.5, suggesting a potential 18.1% downside.</li>
</ul>
<h3>Analysis Summary for Peers</h3>
The peer analysis summary presents essential metrics for SL Green Realty, Cousins Props and Highwoods Props, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Kilroy Realty</td>
<td>Neutral</td>
<td>-2.78%</td>
<td>$177.87M</td>
<td>0.72%</td>
</tr>
<tr>
<td>SL Green Realty</td>
<td>Neutral</td>
<td>0.86%</td>
<td>$118.74M</td>
<td>-0.31%</td>
</tr>
<tr>
<td>Cousins Props</td>
<td>Neutral</td>
<td>19.64%</td>
<td>$173.17M</td>
<td>0.43%</td>
</tr>
<tr>
<td>Highwoods Props</td>
<td>Neutral</td>
<td>-5.16%</td>
<td>$135.35M</td>
<td>4.13%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Kilroy Realty ranks in the middle among its peers for revenue growth, with a slight decline. It is at the bottom for gross profit, showing the lowest figure. However, it is at the top for return on equity, indicating a strong performance in this aspect.
<h3>About Kilroy Realty</h3>
Kilroy Realty is a premier owner and landlord of approximately 17 million square feet of office space across Los Angeles, San Diego, the San Francisco Bay Area, Austin, Texas, and greater Seattle. The company operates as a real estate investment trust.
<h3>Kilroy Realty's Economic Impact: An Analysis</h3>
Market Capitalization: Surpassing industry standards, the company's market capitalization asserts its dominance in terms of size, suggesting a robust market position.
Revenue Challenges: Kilroy Realty's revenue growth over 3 months faced difficulties. As of 31 March, 2025, the company experienced a decline of approximately -2.78%. This indicates a decrease in top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Real Estate sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 14.32%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Kilroy Realty's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.72% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Kilroy Realty's ROA stands out, surpassing industry averages. With an impressive ROA of 0.36%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Kilroy Realty's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.88.
<a href="https://www.benzinga.com/quote/KRC/earnings">To track all earnings releases for Kilroy Realty visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights Ahead: Kilroy Realty's Quarterly Earnings

Raymond James analyst Matthew McClintock maintains Tractor Supply (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>) with a Outperform and raises the price target from $57 to $65.

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