Articles written by Lekha Gupta - Benzinga

Caterpillar Tariff Impact Less Severe Than Anticipated: Analyst

B Of A analyst reiterates Buy rating on Caterpillar with price target of $335. Company reported sales decline and below-consensus EPS. Retail sales grew +3%. Tariffs are a headwind but downside is less severe than expected. CAT stock up 1.35% at $313.45.

GM Cut Its 2025 Forecast On Tariffs But Core Business Holds Up, Says Goldman Sachs

Goldman Sachs analyst expects GM's FY25 guidance cut due to tariff uncertainty. Current policy could cost GM $4-5 billion, leading to revised EPS.

Dominion Dominates Q1: Earnings Soar 70% Year-Over-Year, Revenue Also Impresses

Dominion Energy Inc (NYSE:D) beats Q1 revenue consensus at $4.076B, reaffirms 2025 earnings guidance of $3.28-$3.52/share.

AGCO Corp Sticks To Full-Year Outlook Despite Q1 Sales Dip And Market Volatility

AGCO Corp reported Q1 results, reaffirmed 2025 outlook, with decline in sales and margins. Regional sales down, adjusted EPS beat expectations.

General Dynamics Bags Massive $12.4 Billion Submarine Contract

General Dynamics Corporation (GD) was awarded a $12.4 billion contract for two submarines, with potential to reach $17.2 billion. The submarines have a variety of missions and are built in partnership with HII's Newport News Shipbuilding.

Southern Company CEO Touts 'Solid Start' As Revenue Jumps 17%

Southern Company (NYSE:SO) reported 17.0% Y/Y revenue growth, beating consensus. Kilowatt-Hour sales and EPS also rose.

Builders Q1 Sales Slumps, Lowers FY25 Outlook, Cites Housing Market Weakness

BLDR reported lower sales and earnings in Q1 due to pandemic effects. Company authorized $500M stock buyback and lowered FY25 sales guidance.

This Is How Much It Will Cost General Motors From Trump's Tariff Policy

General Motors (NYSE: GM) shares up premarket after disclosing updated 2025 guidance, including estimated tariff impact and lowered EPS and cash flow outlook.

PayPal Gets Credit For Execution On Checkout And Venmo, But Questions Linger

PayPal (PYPL) shares drop after analysts lower price forecast/rating due to Q1 results missing estimates, but EPS and revenue growth remain steady.

Goldman Sachs Highlights Caterpillar's Strengths Despite Earnings Miss

Goldman Sachs analyst maintained Buy rating and $388 PT for Caterpillar Inc. despite Q1 revenue decline and EPS miss due to expected tariff costs.

TotalEnergies Misses Q1 Earnings But Lifts Dividend, Plans $2 Billion Buyback

TotalEnergies (NYSE:TTE) shares down premarket on lower Q1 adjusted EPS of $1.83 (-15% Y/Y), missed consensus of $1.88, but sales of $52.25B topped $44.91B.

Why Is Equinor Stock Trading Lower On Wednesday?

Equinor (EQNR) shares down after Q1 FY25 results, revenue up 19% Y/Y, production down 2% Y/Y. Plans $1.265B share buyback, $0.37 dividend/share.

Why Is UBS Stock Trading Lower On Wednesday?

UBS Group AG shares are down 1% Y/Y, with revenues of $12.56 billion missing consensus. CEO remains focused on clients and financial targets.

Trane Technologies Beat Q1 Estimates On Strong Order Growth, Ups Sales Outlook

Trane Technologies reports strong Q1 results, beating consensus revenue and EPS estimates. Backlog and cash flow also increased.

PPL Tops Q1 Estimates, Maintains Outlook With $20 Billion Investment Plan Through 2028

PPL Corporation (NYSE:PPL) reported strong first-quarter earnings, beating revenue and EPS consensus. It expects continued growth and efficiency in the coming years.

Stanley Black & Decker Braces For Tariff Impact, Lowers Outlook Despite Q1 Earnings Win

Stanley Black & Decker Inc. shares are trading down after the company reported first-quarter 2025 results.

Magnite's Growth Prospects Strengthen As CTV, Regulation Shift In Its Favor

Rosenblatt analyst initiates coverage on Magnite Inc. with a Buy rating and $18 price forecast. Potential growth if regulatory actions level the field with Google.

Why Is HSBC Stock Trading Higher On Tuesday?

HSBC Holdings (NYSE: HSBC) shares rise after reporting Q1 results, with revenue down 13% to $17.6B but adjusted EPS up to $1.95. Plans $3B buyback.

Mastercard Bets On Cross-Border Payments With $300 Million Corpay Deal

Mastercard and Corpay expand partnership to offer improved cross-border payment solutions, with Mastercard investing $300 million in Corpay's business.

Ecolab Navigates Soft Demand, Tariffs With Margin Gains, Confirms Full-Year Forecast

Ecolab Inc. (NYSE:ECL) reported Q1 sales of $3.69 billion, down 2% Y/Y and missing consensus estimate of $3.70 billion. Organic sales grew 3% Y/Y.