PayPal Holdings, Inc. – Common is under Algo Engine buy conditions. PayPal generated $8.4B in revenue in Q4’24, operating income was $1.5B, +2% year-over-year.
PayPal reported strong Q4 earnings, showing growth in active accounts, free cash flow, and operating income margins, and the board approved a $15B stock buyback authorization.
PayPal is trading at 14x P/E.
Guidance FY25: PayPal expects up to 10% year-over-year growth and an adjusted EPS range of $4.95-5.10 per-share.
On February 6, Honeywell – the Charlotte, N.C.-based conglomerate operating in industries such as aerospace, building automation, industrial automation, and energy and sustainability solutions – announced plans to split into three companies to boost stock returns.
Elliott Investment Management sees the stock increasing as much as 75% in the next two years.
By the second half of 2026, Honeywell plans to separate its automation and aerospace technologies businesses and to complete the spin off its advanced-materials unit.
These three independent companies will build “on the powerful foundation we have created, positioning each to pursue tailored growth strategies and unlock significant value for shareholders and customers,” Honeywell CEO Vimal Kapur.
HONEYWELL ANNOUNCES FOURTH QUARTER
AND FULL YEAR 2024 RESULTS; ISSUES 2025 GUIDANCE
Honeywell Completes Comprehensive Portfolio Review, Plans to Separate Automation and Aerospace,
Enabling the Creation of Three Industry-Leading Public Companies
Fourth Quarter Sales of $10.1 Billion, Reported Sales Up 7%
Fourth Quarter Earnings Per Share of $1.96 and Adjusted Earnings Per Share
of $2.47
Full Year Operating Cash Flow of $6.1 Billion and Free Cash Flow of $4.9 Billion.
Deployed a Record $14.6 Billion of Capital in 2024, Including $8.9 Billion to Acquisitions
Expect 2025 Adjusted Earnings Per Share of $10.10 – $10.50, Up 2% – 6%
Invesco PHLX Semiconductor is under Algo Engine buy conditions.
Pro Medicus’ profit jumped 42.7 per cent in the half-year to December after the company won and renewed several key contracts.
Profit rose to a record $51.7 million, while revenue rose by almost one-third to a record $97.2 million.
Origin Energy is under Algo Engine buy conditions. The recent result shows a 23% increase in core net profit for the first half, buoyed by earnings from its gas business.
Pexa Group is rated a buy.
The property settlement exchange increased its impairment forecast to between $35 million and $40 million for the 2025 financial year and announced the departure of Les Vance, its Australia chief executive.
13/2 update: There are early signs of buying, but wait for the cross above the 10-day average.
Our large-cap trading model has added nine new positions.
Lendlease is rated a buy.
AGL Energy is under Algo Engine buy conditions.
AGL reported a stronger-than-expected HY25 result with A$1.07 bn EBITDA, up 13%.
Meta, Amazon, Alphabet and Microsoft intend to spend as much as $320 billion combined on AI technologies and datacenter buildouts in 2025. That’s up from $230 billion in 2024.
Amazon offered the most ambitious spending initiative, aiming to spend over $100 billion.
Amazon is under Algo Engine sell conditions, and we’ll examine the stock more closely following a price retracement back toward $200.
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