Ultime notizie per FAT Brands (NASDAQ:FATBB) Azioni

FAT Brands

FAT Brands Inc is a multi-brand restaurant franchising company. It develops, markets, acquires, and manages quick service, fast casual, casual dining, and polished casual dining restaurant concepts around the world. The company operates as a franchisor of restaurants, where the company generally does not own or operate the restaurant locations but rather generates revenue by charging franchisees an initial franchise fee as well as ongoing royalties. For some of the company's brands, it also directly owns and operates restaurant locations. Its brands include Round Table Pizza, Fatburger, Johnny Rockets, Twin Peaks, and Elevation Burger among others. Geographically, the majority of the revenue for the company is generated from the United States.

FAT Brands Inc

JP Morgan analyst Michael Rehaut reiterated an <a href="https://www.benzinga.com/quote/SWK/analyst-ratings" target="_blank" rel="noopener">Underweight rating</a> on the shares of Stanley Black &amp; Decker Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWK#NYSE">SWK</a>) on May 2 and lowered the price forecast from $93.00 to $60.00.
The analyst outlined the main insights following Stanley Black &amp; Decker's first-quarter earnings call. As for first-quarter fiscal 2025 performance, net sales declined 3%, though he said organic growth excluding currency impacts rose 1%, aligning with our 2% forecast and company expectations.
Demand for the professional segment remained healthy, while the consumer and DIY categories stayed weak.
The company lowered its 2025 operating earnings per share forecast to $4.50, down from the prior midpoint estimate of $5.25, largely due to an anticipated $0.75 per share drag from tariffs.
On the revenue front, SWK now expects total and organic sales (excluding foreign exchange) to grow at a low single-digit pace, slightly better than previous guidance, which had called for flat growth with a ±150 basis point range. 
Also Read: <a href="https://www.benzinga.com/25/05/45194848/footwear-giant-skechers-to-go-private-in-more-than-9b-deal-with-3g-capital-stock-surges">Footwear Giant Skechers To Go Private At 30% Premium In PE Deal</a>
Organic growth expectations now sit in the low to mid-single digits, supported by mid-single-digit pricing increases driven mainly by tariffs compared to earlier guidance of modest pricing impact. 
To mitigate tariff effects, SWK introduced a high single-digit average price hike across U.S. retail channels in April and plans another price increase at the beginning of the third quarter, which could exceed the April hike. 
The company estimates annualized gross tariff exposure at $1.7 billion, with $900 million to $1.1 billion hitting in 2025. Price increases are expected to offset most of this, except for an estimated $140 million, mostly concentrated in the second quarter due to timing mismatches, translating to roughly $0.75 per share in impact.
Given these developments, the analyst has reduced 2025 and 2026 operating EPS estimates to $3.72 and $5.24, respectively, from $5.05 and $6.17. 
Looking at the long term, the company plans to shift its supply chain over the next 12 to 24 months to reduce tariff exposure.
That includes a complete exit from China and an increase in sourcing compliant with USMCA regulations via operations in Mexico, which the company described as a relatively straightforward process.
While the analyst still sees room for improved earnings visibility as home sales and remodeling activity stabilize over the next one to two years, the analyst&#8217;s more cautious forecast justifies a lower valuation. 
Price Action: SWK shares traded lower by 1.89% at $60.23 at last check on Monday.
Read Next: <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45199697/whats-going-on-with-lucid-group-stock-on-monday">What&#8217;s Going On With Lucid Group Stock On Monday?</a>
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News

Price Target

Reiteration

Analyst Ratings

General

Tariffs Take Toll On Stanley Black & Decker's 2025 Forecast, Says Analyst

Binance (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/bnb/usd">BNB</a>) founder Changpeng Zhao, also known as CZ, has offered his first detailed account of his prison experience, describing the mental and emotional strain, the fear he felt upon arrival and the realities of being <a href="https://www.benzinga.com/markets/cryptocurrency/24/09/41083961/changpeng-cz-zhaos-new-chapter-after-release-from-prison-will-continue-investing-in-blockc">confined with violent offenders.</a>
What Happened: "I would not wish that experience on anyone," he said in an <a href="https://x.com/farokh/status/1919425261801447629">interview</a> on Farouk Radio at the Token 2049 conference, reflecting on his incarceration following Binance's settlement with U.S. authorities.
He recalled being placed in a low-security U.S. prison alongside violent offenders. 
"My celly has a 30-year sentence for murdering two guys at once," he said. "I was scared… the minute you walk in, there are guys with tattoos, big, buffy guys, face tattoos, head tattoos. It's not fun."
Although Zhao had expected to serve in a minimum-security facility due to the non-violent nature of his offense, his non-U.S. citizenship placed him in a harsher environment. 
"Once you&#8217;re in prison, the prison guys don't care who you are," he said. "They treat you like anyone else."
The psychological toll, he said, was heavier than the physical hardship. 
"The most painful thing was mentally. I was always worried they might keep me longer than four months," he said, referencing the possibility of additional charges or detainers. "It becomes Hotel California. You can check in, but you can never check out."
Despite the challenges, Zhao said the experience reshaped his priorities. 
"Health is most important, then family," he said. "You don't miss the money. You don't miss the work. You miss your family."
He's now focused on advising founders, building an education platform, and spending high-quality time with his family. "Even if it's not a lot of time, I don't look at my phone. It's deliberate now."
Also Read: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45199299/ripple-commits-25m-to-us-teachers-and-classrooms-via-rlusd-stablecoin">Ripple Commits $25M To US Teachers And Classrooms Via RLUSD Stablecoin</a>
Why It Matters: Zhao also addressed the crypto industry's current moment, especially the emergence of meme coins, real-world assets (RWAs) and decentralized science (DeSci).
He acknowledged meme coins&#8217; grip on retail attention, but warned of their speculative nature. "Ninety-nine point nine percent of them will fail," he said. "It's taking attention away from utility projects."
He sees more promise in AI, DeSci and RWAs.
"AI will marry blockchain. AI is a post-blockchain technology," he said. "DeSci can be huge, using smart contracts to fund science on milestones. That's how we accelerate drug discovery, biology research."
Zhao, who stepped down from Binance amid regulatory pressure, also expressed cautious optimism about the shift in U.S. policy under the current administration. 
"I didn't expect the U.S. to do a 180 in 100 days," he said. "President Trump is pro-crypto, not just in words, in action. That changes everything."
Referring to recent news reports, including a Wall Street Journal <a href="https://x.com/cz_binance/status/1911017852255048110">story</a> alleging he cooperated with authorities to reduce his sentence, Zhao denied receiving special treatment.
"I was told I was being centrally monitored, but the other inmates and guards didn't know who I was," he said. "That article was just a hit job."
Zhao has applied for a presidential pardon but said it's out of his hands. "You can't lobby for it, but I wouldn't mind it."
Asked whether he would return to lead Binance, Zhao was firm: "That chapter is closed. I'm a one-shot pony, and I'm good with that."
Read Next: 
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45193805/strategy-acquires-1895-btc-for-180-million-as-bitcoin-etfs-bounce-back-with-18-billion-inflow">Strategy Acquires 1,895 BTC For $180 Million As Bitcoin ETFs Bounce Back With $1.8 Billion Inflow</a></li>
</ul>
Image: Shutterstock

Coverage of Bitcoin, Etherum, Ripple and all the latest digital currencies.

Cryptocurrency

$BNB

Binance Founder Changpeng Zhao Recounts Prison Hardships: 'I Was Scared, My Cellmate Had A Sentence For Murdering Two Guys At Once'

WIIM

AMOD

Alpha Modus shares are trading higher after the company announced its subsidiary reached a patient litigation settlement agreement with Kroger.

OPTT

Ocean Power Technologies shares are trading higher after the company announced it was awarded a contract to provide unmanned surface vehicles to a defense customer.

Wall Street rebounded last week, <a href="https://www.benzinga.com/government/regulations/25/05/45178002/wall-street-fully-recoups-tariff-led-losses-economy-contracts-in-first-quarter-yet-april-payrolls-remain-strong-this-week-in-markets">reversing the losses prompted by the Trump administration&#8217;s</a> tariff attack on April 2.
Encouraged by positive trade news and a surprisingly strong beginning to earnings season, the S&amp;P 500 recorded its second consecutive weekly gain — its longest winning run since May 2024. Tech giants Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) beat forecasts, with Microsoft recording a record week. Meanwhile, deflating inflation, robust jobs data and tariff anxiety kept the surroundings abuzz.
In contrast to this macro tailwind, a few leveraged and <a href="https://www.benzinga.com/etfs">thematic ETFs took center stage</a> with spectacular gains:
Defiance Daily Target 2X Long HIMS ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HIMZ#NASDAQ">HIMZ</a>) was the top performer with a stunning 91.3% weekly jump, fueled by increased investor appetite for telehealth and speculative momentum. New weight-loss medications and sustained demand from the underlying company, Hims &amp; Hers Health Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>), drove the rally.
MAX Airlines 3X Leveraged ETNs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETU#NYSE">JETU</a>) rose 16.2% as airline shares took off on tailwinds from an uptick in a few airline stocks.
MicroSectors FANG+ 3 Leveraged ETNs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FNGB#NYSE">FNGB</a>) jumped 13.2%, boosted by mega-cap tech outperformance.
United States Natural Gas Fund LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNG#NYSE">UNG</a>) surged 10.2% on inventory drawdowns that reignited gas bulls. A drop in production output and record LNG exports led the gains, <a href="https://tradingeconomics.com/commodity/natural-gas#:~:text=Natural%20gas%20is%20expected%20to,4.26%20in%2012%20months%20time.">according </a>to Trading Economics.
Direxion Daily Uranium Bull 2X ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URAA#NYSE">URAA</a>) rose 6%, as nuclear power talk and supply issues stoked demand for the uranium sector. The fourth round of nuclear talks between Iran and the U.S., which was supposed to happen on Saturday, was postponed, bringing the sector into the spotlight.
The ETF leaderboard indicates investors aren&#8217;t only riding the rally — they&#8217;re aiming for high-octane names in spaces with both narrative pull and near-term catalysts.
Also Read: • <a href="https://www.benzinga.com/etfs/specialty-etfs/25/05/45197995/exclusive-invest-like-buffett-this-etf-ceo-is-riding-the-berkshire-hathaway-buzz">EXCLUSIVE: &#8216;Invest Like Buffett,&#8217; This ETF CEO Is Riding The Berkshire Hathaway Buzz</a>
<h1 class="wp-block-heading">What Happened Last Week</h1>
Wall Street mounted a robust recovery, erasing losses from the Trump administration&#8217;s April 2 tariff shock, due to positive trade developments and a surprisingly robust start to earnings season.
Tech giants beat forecasts, with Microsoft standing out the brightest. The S&amp;P 500 recorded a second weekly gain, its best run since May 2024.
Top performers were Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) and Carrier Global Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CARR#NYSE">CARR</a>) (both +~20%).
Industrials and tech drove the rally; energy stocks fell as oil prices fell to $58, oil&#8217;s second-worst week this year. OPEC+ supply speculation and Trump saber-rattling over Iranian oil did not boost crude.
Macroeconomic news was mixed: GDP decreased 0.3% (vs. an expected 0.4% rise), yet reassuring jobs (177,000 nonfarm payrolls vs. 130,000 anticipated) and softening inflation provided cheer. Core PCE inflation came down to 2.6%.
Now, everyone&#8217;s eye is on the next Fed meeting. The rates will likely stay put, yet Fed Chair Jerome Powell&#8217;s commentary, particularly post-Trump&#8217;s renewed rate-cut pressure, is the big draw.
Read Next: 
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<li><a href="https://www.benzinga.com/25/05/45176609/were-not-guessing-the-market-were-managing-it-inside-tspys-bold-strategy-with-ceo-si-katara">&#8216;We&#8217;re Not Guessing The Market, We&#8217;re Managing It&#8217;: Inside TSPY&#8217;s Bold Strategy With CEO Si Katara</a></li>
</ul>
Photo: Mer_Studio/Shutterstock

Broad U.S. Equity ETFs

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AAPL

AMZN

ANET

CARR

FNGB

Hims & Hers Health, Inc. Class A Common Stock

HIMS

HIMZ

JETU

MSFT

URAA

ETFs Last Week: Tech-Fueled Rally Powers Gains During Trade Optimism

Rosenblatt analyst Blair Abernethy maintained a buy on Datadog (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) and lowered the <a href="https://www.benzinga.com/quote/DDOG/analyst-ratings" target="_blank" rel="noreferrer noopener">price target from $160 to $150</a> on Sunday.
Datadog will report first-quarter 2025 results on May 6, before the market opens.
For the first quarter, Abernethy expected total revenue of $739.6 million (versus FactSet Consensus of $741.7 million, guidance: $737 million-$741 million), up 21% Y/Y organically.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43694460/datadog-q4-earnings-margins-shrink-outlook-lags-expectations" rel="noreferrer noopener">Datadog Q4 Earnings: Margins Shrink, Outlook Lags Expectations</a>
Adjusted operating income of $164.9 million (versus FactSet Consensus of $166.5 million, guidance: $162 million-$166 million or ~22% operating margin), and EPS of $0.42 (versus FactSet Consensus of $0.43, guidance: $0.41-$0.43).
Datadog ended the fourth quarter with $4.2 billion in cash and $1.6 billion in debt, positioning it to continue funding its rapid growth and tucking in technology acquisitions.
Lately, Abernethy noted customers drove more measured investment in enterprise Digital Transformation projects and that demand for IT monitoring platforms and modern SIEM remained relatively stable.
The analyst noted recent strength in first-quarter CSP results, driven by cloud migration and new AI-driven workloads, as supportive of Datadog's first quarter.
Abernethy recalled that in the fourth quarter, AI drove 6% of Datadog's ARR (up from 3% last year).
Management cautioned that the rapid ramp-up in AI-driven applications could be followed by some optimization, creating growth volatility for Datadog this year.
Datadog has also stepped up its S&amp;M investments this year and is steadily broadening its integrated product offering on its platform.
The analyst expects the customer count to grow ~5k to ~35k (30k in the fourth quarter), growth in its large customer count (3,610 in the fourth quarter with ARR of $100k+), and an NRR still in the high 110% range.
Abernethy expects a broadening of product adoption in first-quarter from 83% of customers using 2+ products in the fourth quarter (no change in a year ago level), 50% of customers using 4+ products in the fourth quarter (up from the 47% level a year ago) and 26% of customers using 6+ products in fourth-quarter (up from 22% last year), which the analyst noted supports retention levels and reflects IT monitoring platform vendor consolidation.
Datadog's $100k+ ARR customers (12% of its customer count) generate 88% of ARR.
Abernethy noted that Datadog's largest customers continue to provide additional growth opportunities through new product additions and expanded monitoring use cases, including AI-driven applications.
Given the challenging macro environment, the analyst expects Datadog to maintain its ~19% guide for organic revenue growth for 2025 and operating margins of ~20%.
Price Action: DDOG stock is up 1.36% at $106.42 at last check on Monday.
Read Next:
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<li><a href="https://www.benzinga.com/news/earnings/25/05/45196247/on-semiconductor-q1-earnings-beat-estimates-ceo-optimistic-on-design-wins-despite-margin-decline" target="_blank" rel="noreferrer noopener">ON Semiconductor Q1 Earnings Beat Estimates, CEO Optimistic On Design Wins Despite Margin Decline</a></li>
</ul>
Photo: Shutterstock

Tech

Trading Ideas

DDOG

Datadog's AI, Cloud Migration, Expanding Product Adoption Drive Analyst Confidence Despite Growth Volatility Concerns

Palatin Technologies shares are trading lower. The company presented and highlighted PL9588 data at ARVO 2025.

UCAR

U Power shares are trading higher after the company announced the delivery of 21 USWAP battery-swapping MG EP vehicles.

From Phase 1 to Phase 14, Berkshire Hathaway has shown over 90% alignment with the Adhishthana Principles. With 146 months left in Berkshire's full 18-phase cycle, the key question now is what the future looks like through the lens of Adhishthana.
<figure class="wp-block-image aligncenter size-full is-resized"><img loading="lazy" decoding="async" width="764" height="826" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062159/Phase-18-Berkshire.png" alt="Berkshire Satoguna-led Phase 14" class="wp-image-12193" style="width:431px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062159/Phase-18-Berkshire.png 764w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062159/Phase-18-Berkshire-277x300.png 277w" sizes="(max-width: 764px) 100vw, 764px" /><figcaption class="wp-element-caption">Fig 1. Berkshire Satoguna-led Phase 14</figcaption></figure>
Phase 14 of Berkshire ended with a strong Satoguna move. In the framework, this indicates a period of strong upward momentum. This further suggests that Phase 18, beginning on January 1, 2031, will not witness any sharp initial correction and will likely achieve its Nirvana — the highest point of the underlying throughout the 18 phases.
But one strong phase alone doesn't determine the long-term direction. In the principles, Phases 14, 15, and 16 together form what is known as the Guna Triads. These phases collectively shape the final outcome of Phase 18.
<ul>
<li>Phase 15 begins on May 1, 2025, and runs through December 31, 2026. </li>
<li>Phase 16 follows from January 1, 2027, to December 31, 2028. </li>
</ul>
These two windows will ultimately define how Berkshire concludes its journey starting in January 2031.
<figure class="wp-block-image aligncenter size-full is-resized"><img loading="lazy" decoding="async" width="894" height="828" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062447/Class-B-Shares-Phase.png" alt="Berkshire (Class B) Phase 9" class="wp-image-12194" style="width:519px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062447/Class-B-Shares-Phase.png 894w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062447/Class-B-Shares-Phase-300x278.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062447/Class-B-Shares-Phase-768x711.png 768w" sizes="(max-width: 894px) 100vw, 894px" /><figcaption class="wp-element-caption">Fig. 2 Berkshire (Class B) Phase 9</figcaption></figure>
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" width="1200" height="540" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062625/Class-A-Shares.png" alt="Berkshire (Class A) Upcoming Phases" class="wp-image-12196" style="width:813px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062625/Class-A-Shares.png 1200w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062625/Class-A-Shares-300x135.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062625/Class-A-Shares-1024x461.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/05062625/Class-A-Shares-768x346.png 768w" sizes="(max-width: 1200px) 100vw, 1200px" /><figcaption class="wp-element-caption">Fig.3 Berkshire (Class A) Upcoming Phases</figcaption></figure>
For a more structured analysis, at Adhishthana we apply the framework to both Class A and B shares of Berkshire Hathaway. Interestingly, both classes reflect the cycle in their own way. Class A shares are entering Phase 15, while Class B shares are currently in Phase 9 — a phase associated with large-scale, supreme moves. If we reverse-map and align the timing of Berkshire with the principles, we can project that Class A shares may also exhibit a supreme move in Phase 15.
If Phase 15 is also Satoguna-led, it sets Berkshire (Class A) up for a very strong and clean rally in Phase 18, eventually leading it to achieve its long-anticipated Nirvana.
At Adhishthana, our clients are maintaining their long exposure in Berkshire Hathaway. We do expect a period of stagnation from January 1, 2029, to December 31, 2030. However, no long-term portfolio restructuring is planned, as we are all geared up to witness the final Nirvana move in Berkshire's cycle.
Disclaimer: This analysis is based on the proprietary Adhishthana Principles — a premium cyclical framework for decoding markets and macro events.

Equities

Long Ideas

Technicals

Opinion

Signals

Markets

Berkshire's Most Powerful Phase Still Lies Ahead

Last week, Sotera Health Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHC#NASDAQ">SHC</a>) reported adjusted earnings per share of 14 cents, up from 13 cents a year ago, beating the <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">consensus of 12 cents</a>.
The sterilization solutions and lab testing and advisory services provider reported sales of $254.52 million, up 2.6% year over year (+4.4% at constant currency), beating the <a href="https://www.benzinga.com/pressreleases/25/05/g45131515/sotera-health-reports-first-quarter-2025-results" target="_blank" rel="noreferrer noopener">consensus of $245.79 million</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/health-care/25/04/44966205/analyst-sees-opportunity-in-danaher-stock-as-sentiment-improves" rel="noreferrer noopener">Analyst Sees Opportunity In Danaher Stock As Sentiment Improves</a>
&#8220;We are pleased to report a solid start to the year with mid-single digit revenue growth and strong double-digit Adjusted EBITDA growth, on a constant currency basis,&#8221; said Chairman and CEO Michael B. Petras Jr. &#8220;We have consistently demonstrated the ability to sustain growth and navigate challenges through varying market conditions. Today, we are reaffirming our 2025 outlook as our team remains steadfast in our mission of Safeguarding Global Health.&#8221;
Guidance: Sotera Health affirms fiscal 2025 adj. earnings per share of 70 cents-76 cents versus the consensus of 74 cents.
The company reaffirmed the sales outlook of $1.14 billion-$1.17 billion compared to the consensus of $1.13 billion.
Goldman Sachs writes, &#8220;Sotera Health is uniquely insulated from the current Tariff policy, given their largely service-based model and exemptions of their Cobalt-60 supply business under the USMCA.&#8221;
Analyst Matthew Sykes upgraded Sotera Health&#8217;s rating on Monday to Buy from Neutral and raised the <a href="https://www.benzinga.com/quote/SHC/analyst-ratings" target="_blank" rel="noreferrer noopener">price target to $17 from $14</a>, representing a 36% upside.
Sykes adds that given the uncertain macro backdrop, Sotera Health represents a defensive growth option within Goldman Sach&#8217;s coverage universe without a meaningful impact from tariffs exposure to academia and government exposure.
Sotera Health is in a strong position despite uncertainty around tariffs, thanks to its service-based business model in Sterigenics and Nelson Labs. Products from Nelson Cobalt are also exempt from tariffs under a U.S. trade rule. 
The analyst added that there was significant legal uncertainty when Goldman Sachs began covering the stock with a Neutral rating in December 2024. However, the analyst now believes risk has decreased due to recent settlements.
&#8220;We believe SHC is an attractive way to gain exposure to the continued growth in the Medtech product innovation cycle. While potential litigation remains a risk, we believe the uncertainty has reduced following the recent IL settlement, and we expect this risk to lessen over time as they work through the process,&#8221; Skyes writes.
SHC Price Action: Solear Health stock is up 5.33% at $13.04 at publication on Monday
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45200539/alibabas-ant-group-eyes-hong-kong-ipo-for-ant-international-as-it-pushes-forward-with-fintech-growth" target="_blank" rel="noreferrer noopener">Alibaba&#8217;s Fintech Arm Ant Group Eyes Hong Kong IPO For Ant International</a></li>
</ul>
Photo: bixstock via Shutterstock

Analyst Color

Upgrades

Health Care

Movers

Sotera Health 'Is Uniquely Insulated From Potential Tariff Policy,' Goldman Sachs Says

Highlights the Board's Critical Skills and Experience Needed to Choose the Company's Next CEO and Drive Future Growth
Details How H Partners' Disingenuous Attacks on the Company's Strategy and Governance are Putting Shareholder Value at Risk
Urges Shareholders to Vote "FOR ALL" Harley-Davidson Director Nominees on the WHITE Proxy Card TODAY
MILWAUKEE, May 5, 2025 /PRNewswire/ -- Harley-Davidson, Inc. (the "Company" or "Harley-Davidson") (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HOG#NYSE">HOG</a>) Monday sent a <a href="https://c212.net/c/link/?t=0&amp;l=en&amp;o=4420068-1&amp;h=3274074551&amp;u=https%3A%2F%2Fcdn.prod.website-files.com%2F6800145d6ecd04adaedb9964%2F6818eda3b7ee71daa2601879_Harley-Davidson%2520Shareholder%2520Letter%25203.pdf&amp;a=letter+to+shareholders">letter to shareholders</a> in connection with the Company's 2025 Annual Meeting of Shareholders scheduled to be held on May 14, 2025.
The letter highlights:
<ul>
<li>In the face of one of the most challenging operating environments in Harley-Davidson's 120+-year history, the Company has outperformed its peers.</li>
<li>Each of Harley-Davidson's Director nominees is passionate about preserving Harley-Davidson's legacy and committed to supporting a successful leadership transition in line with governance best practices.
<ul>
<li>We believe the Directors targeted by H Partners are critical in choosing the next CEO to lead the Company, as they collectively bring deep institutional knowledge of Harley-Davidson, leadership experience with iconic brands, extensive expertise in manufacturing and engineering and track records of successful business transformation.</li>
</ul>
</li>
<li>After three years with their own representative on the Board – during which time H Partners fully supported the current CEO, endorsed the Hardwire strategic plan and voted in favor of all Directors standing for reelection – H Partners has launched what we view to be a misleading campaign that puts shareholder value and the Company's long-term strategy and thoughtful succession plan all at risk.
<ul>
<li>H Partners' recent U-turn is not about protecting shareholders' interests, it's about getting their own way – seeking to gain control of an American icon after their preferred CEO candidate did not receive even bare majority support.</li>
</ul>
</li>
</ul>

Harley-Davidson Defends Strategy, Calls For Shareholder Support Amid H Partners' Criticism

<a href="https://openai.com/index/evolving-our-structure/">https://openai.com/index/evolving-our-structure/</a>

NVDA

OpenAI Says Moving To A Normal Capital Structure Where Everyone Has Stock

<a href="https://x.com/wolfpackreports/status/1919452350432846210?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg">https://x.com/wolfpackreports/status/1919452350432846210?s=46&amp;t=dtUiyC3dUs5yGRgT9qYHWg</a>

ISRG

Watching Intuitive Surgical; Wolfpack Research Issues Report On The Stock, Stating They Have A Long Position

Oppenheimer analyst Timothy Horan initiates coverage on Iridium Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IRDM#NASDAQ">IRDM</a>) with a Outperform rating and announces Price Target of $34.

Initiation

IRDM

Oppenheimer Initiates Coverage On Iridium Communications with Outperform Rating, Announces Price Target of $34

Oppenheimer analyst Timothy Horan initiates coverage on AST SpaceMobile (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>) with a Perform rating.

ASTS

Oppenheimer Initiates Coverage On AST SpaceMobile with Perform Rating

Safehold (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAFE#NYSE">SAFE</a>) is set to give its latest quarterly earnings report on Tuesday, 2025-05-06. Here's what investors need to know before the announcement.
Analysts estimate that Safehold will report an earnings per share (EPS) of $0.42. 
The announcement from Safehold 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>Overview of Past Earnings</h3>
During the last quarter, the company reported an EPS missed by $0.01, leading to a 7.92% increase in the share price on the subsequent day.
Here's a look at Safehold's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.37</td>
<td>0.37</td>
<td>0.36</td>
<td>0.39</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.36</td>
<td>0.37</td>
<td>0.41</td>
<td>0.43</td>
</tr>
<tr>
<td>Price Change %</td>
<td>8.0%</td>
<td>-4.0%</td>
<td>2.0%</td>
<td>4.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1746468227_0.png" alt="eps graph" />
<h3>Performance of Safehold Shares</h3>
Shares of Safehold were trading at $16.15 as of May 02. Over the last 52-week period, shares are down 19.67%. Given that these returns are generally negative, long-term shareholders are likely upset going into this earnings release. 
<h3>Analysts' Perspectives on Safehold</h3>
Understanding market sentiments and expectations within the industry is crucial for investors. This analysis delves into the latest insights on Safehold.
Analysts have given Safehold a total of 6 ratings, with the consensus rating being Neutral. The average one-year price target is $23.67, indicating a potential 46.56% upside.
<h3>Peer Ratings Overview</h3>
In this analysis, we delve into the analyst ratings and average 1-year price targets of Outfront Media, Four Corners Property Tr and EPR Props, three key industry players, offering 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 $19.0, suggesting a potential 17.65% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Four Corners Property Tr, with an average 1-year price target of $30.5, suggesting a potential 88.85% upside.</li>
<li>Analysts currently favor an Neutral trajectory for EPR Props, with an average 1-year price target of $53.2, suggesting a potential 229.41% upside.</li>
</ul>
<h3>Peer Analysis Summary</h3>
In the peer analysis summary, key metrics for Outfront Media, Four Corners Property Tr and EPR Props 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>Safehold</td>
<td>Neutral</td>
<td>-10.83%</td>
<td>$90.81M</td>
<td>1.12%</td>
</tr>
<tr>
<td>Outfront Media</td>
<td>Neutral</td>
<td>-1.60%</td>
<td>$255.80M</td>
<td>11.33%</td>
</tr>
<tr>
<td>Four Corners Property Tr</td>
<td>Neutral</td>
<td>7.54%</td>
<td>$60.66M</td>
<td>1.82%</td>
</tr>
<tr>
<td>EPR Props</td>
<td>Neutral</td>
<td>2.58%</td>
<td>$148.85M</td>
<td>-0.61%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Safehold ranks at the bottom for Revenue Growth among its peers. It is in the middle for Gross Profit. Safehold is at the top for Return on Equity.
<h3>All You Need to Know About Safehold</h3>
Safehold Inc is a REIT that operates its business by acquiring, managing, and capitalizing ground leases. Ground leases are long-term contracts between the landlord (the Company) and a tenant or leaseholder. Ground leases generally represent ownership of the land underlying commercial real estate projects that are net leased by the fee owner of the land to the owners/operators of the real estate projects built thereon.
<h3>Financial Milestones: Safehold's Journey</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Safehold's revenue growth over a period of 3 months has faced challenges. As of 31 December, 2024, the company experienced a revenue decline of approximately -10.83%. This indicates a decrease in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Real Estate sector.
Net Margin: Safehold's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 28.34%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Safehold's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 1.12%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Safehold's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 0.38%, the company may face hurdles in achieving optimal financial performance.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.8.
<a href="https://www.benzinga.com/quote/SAFE/earnings">To track all earnings releases for Safehold visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Earnings

SAFE

Uncovering Potential: Safehold's Earnings Preview

UFP Techs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UFPT#NASDAQ">UFPT</a>) is gearing up to announce its quarterly earnings on Tuesday, 2025-05-06. Here's a quick overview of what investors should know before the release.
Analysts are estimating that UFP Techs will report an earnings per share (EPS) of $2.01.
The market awaits UFP Techs's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter.
It's important for new investors to understand that guidance can be a significant driver of stock prices.
<h3>Overview of Past Earnings</h3>
Last quarter the company beat EPS by $0.33, which was followed by a 10.46% drop in the share price the next day.
Here's a look at UFP Techs's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>2.13</td>
<td>1.81</td>
<td>1.53</td>
<td>1.10</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>2.46</td>
<td>2.39</td>
<td>1.86</td>
<td>1.66</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-10.0%</td>
<td>4.0%</td>
<td>1.0%</td>
<td>8.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1746468216_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of UFP Techs were trading at $202.21 as of May 02. Over the last 52-week period, shares are down 20.7%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<a href="https://www.benzinga.com/quote/UFPT/earnings">To track all earnings releases for UFP Techs visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

UFPT

An Overview of UFP Techs's Earnings

Great Lakes Dredge &amp; Dock (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLDD#NASDAQ">GLDD</a>) will release its quarterly earnings report on Tuesday, 2025-05-06. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate Great Lakes Dredge &amp; Dock to report an earnings per share (EPS) of $0.26.
Anticipation surrounds Great Lakes Dredge &amp; Dock's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
<h3>Overview of Past Earnings</h3>
The company's EPS beat by $0.06 in the last quarter, leading to a 5.01% drop in the share price on the following day.
Here's a look at Great Lakes Dredge &amp; Dock's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.23</td>
<td>0.18</td>
<td>0.02</td>
<td>0.07</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.29</td>
<td>0.13</td>
<td>0.11</td>
<td>0.31</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-5.0%</td>
<td>7.000000000000001%</td>
<td>0.0%</td>
<td>5.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1746468205_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Great Lakes Dredge &amp; Dock were trading at $9.62 as of May 02. Over the last 52-week period, shares are up 9.2%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<a href="https://www.benzinga.com/quote/GLDD/earnings">To track all earnings releases for Great Lakes Dredge &amp; Dock visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

GLDD

Exploring Great Lakes Dredge & Dock's Earnings Expectations

Madison Square Garden (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSGE#NYSE">MSGE</a>) is gearing up to announce its quarterly earnings on Tuesday, 2025-05-06. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Madison Square Garden will report an earnings per share (EPS) of $0.20.
The announcement from Madison Square Garden 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>Overview of Past Earnings</h3>
During the last quarter, the company reported an EPS missed by $0.43, leading to a 2.74% increase in the share price on the subsequent day.
Here's a look at Madison Square Garden's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q2 2025</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>1.99</td>
<td>-0.79</td>
<td>-0.52</td>
<td>0.17</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.56</td>
<td>-0.40</td>
<td>-0.53</td>
<td>0.06</td>
</tr>
<tr>
<td>Price Change %</td>
<td>3.0%</td>
<td>-9.0%</td>
<td>5.0%</td>
<td>1.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1746468197_0.png" alt="eps graph" />
<h3>Madison Square Garden Share Price Analysis</h3>
Shares of Madison Square Garden were trading at $33.55 as of May 02. Over the last 52-week period, shares are down 14.35%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<a href="https://www.benzinga.com/quote/MSGE/earnings">To track all earnings releases for Madison Square Garden visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

MSGE

What's Next: Madison Square Garden's Earnings Preview

Bristow Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTOL#NYSE">VTOL</a>) will release its quarterly earnings report on Tuesday, 2025-05-06. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate Bristow Group to report an earnings per share (EPS) of $0.58.
The announcement from Bristow Group 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>Earnings History Snapshot</h3>
The company's EPS beat by $0.49 in the last quarter, leading to a 9.22% increase in the share price on the following day.
Here's a look at Bristow Group's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.58</td>
<td>0.61</td>
<td>0.56</td>
<td>0.38</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>1.07</td>
<td>0.95</td>
<td>0.96</td>
<td>0.23</td>
</tr>
<tr>
<td>Price Change %</td>
<td>9.0%</td>
<td>9.0%</td>
<td>12.0%</td>
<td>13.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1746468187_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Bristow Group were trading at $30.16 as of May 02. Over the last 52-week period, shares are up 4.88%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<a href="https://www.benzinga.com/quote/VTOL/earnings">To track all earnings releases for Bristow Group visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

VTOL

Insights into Bristow Group's Upcoming Earnings

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