Business
fromTalkMarkets
32 minutes agoMeta Platforms, Inc.: Our Calculation Of Intrinsic Value
Meta Platforms' DCF intrinsic value per share is about $333, implying a roughly 50% downside relative to the current ~$667 market price.
Newmont ( NYSE: NEM) delivered a substantially stronger third quarter than Wall Street anticipated, with earnings per share of $1.71 beating consensus estimates of $1.44 by 19%, and revenue of $5.52 billion exceeding expectations of $5.27 billion by 4.7%.The gold producer's net income surged 95% year-over-year to $1.8 billion, driven by higher gold production and improved operational efficiency across its global portfolio.
16:25 CT - Good day to everyone, and welcome to another Tesla earnings call live blog. The Q3 2025 Update Letter seemed to be on the quieter side, but it's hard not to be impressed with Tesla's $4 billion free cash flow, an all-time high. Now we just have to see how the earnings call will go. 16:30 CT - Looks like the earnings call's livestream is up. It hasn't started yet, but the music's on. Here's the livestream:
IBM ( NYSE:IBM) heads into its third-quarter earnings tonight, up 30% year-to-date. After a stronger-than-expected second quarter-powered by software growth and robust mainframe refresh demand-attention now turns to where the company guidance for 2016 looks. Sentiment on whether AI-enabled software and Red Hat's hybrid-cloud momentum can drive another leg of margin expansion while free cash flow keeps pace with capital returns.
Such valuations are almost unheard of when you discount smaller companies. In the same vein, expanding the earnings multiple from here is going to be an uphill battle. Palantir managed to fight its way upwards by posting one stellar earnings beat after another. In Q2 2024, it beat revenue estimates by 3.99%, with a 3.17% beat the next quarter, and a stellar 6.65% beat to finish off the year.
Does Ford Motor Co. ( NYSE: F) have enough cash now and going forward to pay its rich dividend? There should be a great deal of skepticism accorded to a complex and detailed examination of Ford's financials. At risk is its current forward dividend yield of 5.22%, as provided by Yahoo. The figure is so high that it has become a primary reason to own the stock of the deeply troubled automaker.