US equity futures fall and oil briefly tops $100 a barrel as Iran escalated attacks on parts of Dubai, causing disruption in shipping. The Trump administration begins the first of several sweeping trade investigations that sets the stage for new tariffs. Max Kettner of HSBC discusses the market uncertainty as geopolitical risks mount. Bloomberg's Tom Mackenzie speaks with Deel President & CFO Joe ...
US equity futures fall and oil briefly tops $100 a barrel as Iran escalated attacks on parts of Dubai, causing disruption in shipping. The Trump administration begins the first of several sweeping trade investigations that sets the stage for new tariffs. Max Kettner of HSBC discusses the market uncertainty as geopolitical risks mount. Bloomberg's Tom Mackenzie speaks with Deel President & CFO Joe Kauffman on how AI changes in the workplace is helping business. (Source: Bloomberg)
The past six months have been a windfall for Globalstar’s shareholders. The company’s stock price has jumped 89.6%, hitting $56.77 per share. This run-up might have investors contemplating their next move. Is now still a good time to buy GSAT? Or are investors being too optimistic? Find out in our full research report, it’s free. Why Are We Positive On GSAT? Known for powering the emergency SOS fe...
The past six months have been a windfall for Globalstar’s shareholders. The company’s stock price has jumped 89.6%, hitting $56.77 per share. This run-up might have investors contemplating their next move. Is now still a good time to buy GSAT? Or are investors being too optimistic? Find out in our full research report, it’s free. Why Are We Positive On GSAT? Known for powering the emergency SOS feature in newer Apple iPhones, Globalstar (NASDAQ:GSAT) operates a network of low-earth orbit satellites that provide voice and data communications services in remote areas where traditional cellular networks don't reach. 1. Skyrocketing Revenue Shows Strong Momentum A company’s long-term sales performance can indicate its overall quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years. Over the last five years, Globalstar grew its sales at an incredible 16.3% compounded annual growth rate. Its growth surpassed the average business services company and shows its offerings resonate with customers. Globalstar Quarterly Revenue 2. Excellent Free Cash Flow Margin Boosts Reinvestment Potential If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills. Globalstar has shown terrific cash profitability, enabling it to reinvest, return capital to investors, and stay ahead of the competition while maintaining an ample cushion. The company’s free cash flow margin was among the best in the business services sector, averaging an eye-popping 45.1% over the last five years. The divergence from its underwhelming operating margin stems from the add-back of non-cash charges like depreciation and stock-based compensation. GAAP operating profit expenses these line items, but free cash flow does not. Globalstar Trailing 12-Month Free Cash Flow Margin 3. New Investments Bear Fruit as ROIC Jumps A company’s RO...
Sundry Photography/iStock Editorial via Getty Images Cemex ( CX ) +1.5% pre-market Thursday after saying it plans to sell ~$555M worth of assets in Colombia, as it seeks to focus on its core markets of the U.S., Mexico, and Europe. The Mexican cement maker said it agreed to sell much of its portfolio of Colombian cement assets, including the Caracolito cement plant and Santa Rosa grinding mill, t...
Sundry Photography/iStock Editorial via Getty Images Cemex ( CX ) +1.5% pre-market Thursday after saying it plans to sell ~$555M worth of assets in Colombia, as it seeks to focus on its core markets of the U.S., Mexico, and Europe. The Mexican cement maker said it agreed to sell much of its portfolio of Colombian cement assets, including the Caracolito cement plant and Santa Rosa grinding mill, to Holcim ( HCMLF ) ( HCMLY ) for $485M, and is in negotiations with third parties for the sale of other Colombia operations for an additional $70M. Cemex ( CX ) will retain the Maceo and Cúcuta cement plants in Colombia, with a total installed capacity of 1.6M tons/year, as well as the Clemencia grinding mill and other operations. "We began our portfolio rebalancing effort in 2018 and have accomplished most of what we have set out to do," Cemex ( CX ) CEO Jaime Muguiro said. More on Cemex Cemex Analyst/Investor Day - Slideshow Cemex Was Helped By FX, But Is Still Positioned For A Demand Upturn Seeking Alpha’s Quant Rating on Cemex
Joe Hendrickson Dick's Sporting Goods ( DKS ) traded higher in early action on Thursday after beating estimates with its Q4 earnings report and setting its full-year outlook. Comparable sales were up 3.1% during the quarter on a pro forma basis for Dick's and were down 3.4% for Foot Locker. Total sales increased 60.2% year-over-year to $6.23B to beat the consensus mark by $170M. The retailer's EPS...
Joe Hendrickson Dick's Sporting Goods ( DKS ) traded higher in early action on Thursday after beating estimates with its Q4 earnings report and setting its full-year outlook. Comparable sales were up 3.1% during the quarter on a pro forma basis for Dick's and were down 3.4% for Foot Locker. Total sales increased 60.2% year-over-year to $6.23B to beat the consensus mark by $170M. The retailer's EPS mark of $3.45 was ahead of the consensus estimate of $2.94. Non-GAAP operating margin was down 305 basis points from a year ago to 7.0%. On the balance sheet, Dick's ( DKS ) ended the quarter with an inventory position that was up 47% year-over-year to $4.9B. The company also ended the quarter with approximately $1.35B in cash and cash equivalents and total long-term debt of $1.91B. Looking ahead, Dick's Sporting Goods ( DKS ) sees FY27 revenue of $22.1B to $22.4B (midpoint $22.25) vs. $22.1B consensus and EPS of $13.50 to $14.50 (midpoint $14.00) vs. $14.97 consensus. On the development front, the company plans to open approximately 14 additional House of Sport locations and approximately 22 additional Dick's Field House locations in 2026. Executive Chairman Ed Stack noted Dick's ( DKS ) and Foot Locker are perfectly positioned at the intersection of sport and culture, which is becoming an even stronger part of everyday life. "For 2026, we expect to drive continued comp growth, strategic expansion of our square footage, and strong profitability for the Dick's business. We also look forward to returning the Foot Locker business to both top-line and bottom-line growth in 2026. We have deep conviction in the tremendous opportunity ahead for our entire company," he added. Shares of Dick's ( DKS ) edged 0.3% higher in premarket trading to cut into the year-to-date decline of more than 23%. More on Dick's Sporting Goods DICK'S Sporting Goods Hits Home Run In Retail With Buyout Of Foot Locker DICK'S Sporting Goods, Inc. (DKS) Q3 2025 Earnings Call Transcript Dick's Sporting Good...
Ben-Schonewille/iStock via Getty Images Update Since My Prior Article In my Jan. 7, 2026, article comparing Smith Douglas Homes Corp. ( SDHC ) with Green Brick Partners, Inc. ( GRBK ), I rated Smith Douglas a cautious Buy, noting that while the company possessed an efficient operating model and strong revenue growth, its valuation appeared somewhat rich relative to Green Brick at the time. Since t...
Ben-Schonewille/iStock via Getty Images Update Since My Prior Article In my Jan. 7, 2026, article comparing Smith Douglas Homes Corp. ( SDHC ) with Green Brick Partners, Inc. ( GRBK ), I rated Smith Douglas a cautious Buy, noting that while the company possessed an efficient operating model and strong revenue growth, its valuation appeared somewhat rich relative to Green Brick at the time. Since then, the housing market has remained under pressure from elevated mortgage rates and persistent affordability challenges, and Smith Douglas’ most recent earnings call confirmed that the industry is currently operating in what management described as a “recessionary housing environment” that has lasted roughly 18 months. The company’s Q4 2025 earnings results (see the full transcript here ) reflected these headwinds. Smith Douglas delivered 780 homes in the fourth quarter, generating $260 million in revenue, but revenue declined 9% year-over-year. Gross margin fell to 19.9%, down from 25.5% in the same quarter of the prior year, primarily due to increased buyer incentives and closing cost assistance used to address affordability concerns. For the full year 2025, the company delivered a record 2,908 homes, representing a 1% increase in closings, while revenue remained essentially flat at $971 million. However, profitability declined meaningfully as incentives increased: pretax income fell from $116.9 million in 2024 to $70.9 million in 2025, and adjusted net income declined from $88.1 million to $53.5 million. Management made it clear that the margin pressure is largely the result of a deliberate strategy to prioritize “pace over price,” meaning the company is willing to accept lower margins to maintain sales velocity and keep its production engine running. Despite the challenging environment, several operational metrics remain mildly encouraging. Net new home orders increased 3% year-over-year to 2,726 homes, and the company’s active community count expanded 28% to 100 commu...