L’Oréal S.A. (OTC:LRLCY) Q1 2025 Earnings Call Transcript
Operator: Welcome to the conference call regarding L'Oréal's 2025 Half Year Results. The conference is about to begin. I now hand over to Eva Quiroga. Mrs.
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Jim Cramer on Chipotle: “It’s Just Gotten A Lot More Expensive”
“Everything’s changed since COVID, but we just keep acting like it hasn’t.
Jim Cramer on KeyCorp: “I Don’t Mind Owning the Stock at All”
“You know what? That’s an interesting question, but we had Chris Gorman on, and Chris was also on another show recently.
Jim Cramer on Micron: “I Think You Buy a Little Bit Here”
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer shared his views on.
Jim Cramer Believes “Uber’s going to $200”
Uber Technologies, Inc. (NYSE:UBER) is one of the stocks Jim Cramer shared his views on.
Jim Cramer Says Vertiv Has Been a “Phenomenal Winner Over the Past Few Years”
“This morning, we got some excellent results from Vertiv Holdings.
Jim Cramer on General Mills: “The Stock’s Going to Go Down Anyway”
“Yeah, I’ve gone from here to here, meaning, no, not much stance changed at all.
Williams Companies (WMB) Earnings Outlook Revised by Stifel, Buy Rating Stays Intact
The Williams Companies, Inc. (NYSE:WMB) ranks among the best performing energy stocks to buy now.
Jim Cramer on Costco: “I Think They’re Doing Everything Right”
“Well, you know what, I am glad you called me on Costco.
Hess Midstream LP (HESM) Back Under Morgan Stanley’s Radar After Chevron Merger
Hess Midstream LP (NYSE:HESM) ranks among the best performing energy stocks to buy now.
Jim Cramer on Starbucks: “I Think it Was a Very Positive Quarter”
Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer shared his views on.
Stifel Raises Price Target on Baker Hughes (BKR) After Strong Q2 2025 Earnings
Baker Hughes Company (NASDAQ:BKR) ranks among the best performing energy stocks to buy now.
Jim Cramer on Intel CEO: “He Totally Understands Everything”
“Okay, the foundry was ill-advised.
Solaris Energy Infrastructure (SEI) Beats Q2 Projections, Power Solutions Drive Growth
Solaris Energy Infrastructure, Inc. (NYSE:SEI) ranks among the best performing energy stocks to buy now.
Jim Cramer Believes On Holding “Is a Decent Buy Here.”
“You know, let me tell you something, the reason why I like the stock is that they have adjusted every time that there’s been a problem.
Piper Sandler Highlights EQT’s (EQT) Infrastructure Plans and Near-Term Natural Gas Challenges
EQT Corporation (NYSE:EQT) ranks among the best performing energy stocks to buy now.
Raymond James Backs Valero Energy (VLO) on Long-Term U.S. Refining Strength
Valero Energy Corporation (NYSE:VLO) ranks among the best performing energy stocks to buy now.
Jim Cramer on Microsoft: “Their AI Business is On Fire”
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer shared his views on.
Delek US (DK) Gets Price Target Boost Amid Refining and SOTP Upside
Delek US Holdings, Inc. (NYSE:DK) ranks among the best performing energy stocks to buy now. Mizuho kept its Outperform rating on Delek US Holdings, Inc.
Jim Cramer Breaks Down Meta’s Earnings Beat and Strong Forecast
“Tonight, we found out the smoke’s coming from Meta and Microsoft.
Uranium Energy Corp. (UEC) Rated Outperform by BMO on Low-Cost ISR Strategy
Uranium Energy Corp. (NYSE:UEC) ranks among the best performing energy stocks to buy now. Analysts at BMO Capital began covering Uranium Energy Corp.
Mizuho Boosts CVR Energy (CVI) Target Amid Refining and Fertilizer Headwinds
CVR Energy, Inc. (NYSE:CVI) ranks among the best performing energy stocks to buy now. On July 15, Mizuho maintained its Neutral rating on CVR Energy, Inc.
UBS Starts Centrus Energy (LEU) at Neutral on Nuclear Growth Hopes
Centrus Energy Corp. (NYSE:LEU) ranks among the best performing energy stocks to buy now. UBS began coverage of Centrus Energy Corp.
Mastercard (MA) Expands Receivables Manager and Commercial Direct Payments Worldwide
Mastercard Incorporated (NYSE:MA) ranks among the best stocks to buy for the next 6 months.
Broadcom (AVGO) Stock Rated Buy by Goldman Sachs on AI and M&A Strength
Broadcom Inc. (NASDAQ:AVGO) ranks among the best stocks to buy for the next 6 months. On July 10, Goldman Sachs began coverage of Broadcom Inc.
Apple (AAPL) Launches AppleCare One to Boost Services Revenue Growth
Apple Inc. (NASDAQ:AAPL) ranks among the best stocks to buy for the next 6 months. Apple Inc.
Visa (V) Targets Africa’s $1.5 Trillion Digital Economy With New Data Center
Visa Inc. (NYSE:V) ranks among the best stocks to buy for the next 6 months. On July 23, Visa Inc. (NYSE:V) launched its first data center in Africa in Johannesburg.
Goldman Sachs Hikes TSMC (TSM) Price Target on Strong AI Chip Demand
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best stocks to buy for the next 6 months.
NVIDIA (NVDA) Strikes $2.36B AI Data Center Deal With Malaysia’s YTL Power
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best stocks to buy for the next 6 months.
Alphabet (GOOGL) Stock Holds Strong Amid Legal Uncertainty, Says JPMorgan
Alphabet Inc. (NASDAQ:GOOGL) ranks among the best stocks to buy for the next 6 months. JPMorgan maintained its Overweight rating and $232 price target on Alphabet Inc.
Meta Platforms (META) Price Target Raised by Bernstein on AI and Ad Growth
Meta Platforms Inc. (NASDAQ:META) ranks among the best stocks to buy for the next 6 months.
Microsoft’s (MSFT) Azure Strength, AI Alliance in Focus Ahead of Q4 Earnings
Microsoft Corporation (NASDAQ:MSFT) ranks among the best stocks to buy for the next 6 months.
Stifel Boosts Amazon (AMZN) Price Target, Sees Q2 Earnings Beat Potential
Amazon.com, Inc. (NASDAQ:AMZN) ranks among the best stocks to buy for the next 6 months.
Wells Fargo Raises Arm Holdings (ARM) Price Target on AI Growth Momentum
Arm Holdings plc (NASDAQ:ARM) ranks among the best growth stocks to buy for the next 10 years.
Raymond James Starts Ares Management (ARES) Coverage, Highlights Strong Fee-Based Model
Ares Management Corporation (NYSE:ARES) ranks among the best growth stocks to buy for the next 10 years.
UBS Reaffirms Buy on Coterra Energy (CTRA) Amid Better-Than-Expected Oil Price Realization
Coterra Energy Inc. (NYSE:CTRA) ranks among the best growth stocks to buy for the next 10 years. In response to Coterra Energy Inc.
Oppenheimer Reaffirms Buy on Monolithic Power (MPWR), Citing Long-Term Growth Potential
Monolithic Power Systems, Inc. (NASDAQ:MPWR) ranks among the best growth stocks to buy for the next 10 years.
UBS Sees Margin Upside for Devon Energy (DVN) Amid Expense Savings
Devon Energy Corporation (NYSE:DVN) ranks among the best growth stocks to buy for the next 10 years.
Oppenheimer Raises The Trade Desk (TTD) Target on Strong Growth Forecasts
The Trade Desk, Inc. (NASDAQ:TTD) ranks among the best growth stocks to buy for the next 10 years.
TD Cowen Reaffirms Buy on Axon (AXON) Ahead of Earnings, Sees 29% Full-Year Growth
Axon Enterprise, Inc. (NASDAQ:AXON) ranks among the best growth stocks to buy for the next 10 years.
BofA Sees Huge Upside in Roblox (RBLX) as GAG Hits 21.3 Million Concurrent Users
Roblox Corporation (NYSE:RBLX) ranks among the best growth stocks to buy for the next 10 years.
Amphenol (APH) Stock Target Raised Despite AI Revenue Dip
Amphenol Corporation (NYSE:APH) ranks among the best growth stocks to buy for the next 10 years.
BMO Raises DraftKings (DKNG) Price Target Amid Strong State Gaming Growth
DraftKings Inc. (NASDAQ:DKNG) ranks among the best growth stocks to buy for the next 10 years. BMO Capital kept its Outperform rating on DraftKings Inc.
Cheniere Energy (LNG) Expands LNG Capacity with New Brownfield Projects, Boosts Cash Flow
Cheniere Energy, Inc. (NYSE:LNG) ranks among the best growth stocks to buy for the next 10 years.
Shopify’s (SHOP) Growth Driven by Enterprise, International, and In-Store Markets, Says UBS
Shopify Inc. (NYSE:SHOP) ranks among the best growth stocks to buy for the next 10 years. With a price target of $110, UBS reaffirmed its Neutral rating on Shopify Inc.
KBW Raises Blackstone (BX) Price Target After Strong Quarterly Earnings Beat
Blackstone Inc. (NYSE:BX) ranks among the best growth stocks to buy for the next 10 years. Keefe, Bruyette & Woods maintained its Market Perform rating on Blackstone Inc.
Sea Limited (SE) Stock Soars Fourfold; Bernstein Maintains Outperform Rating and Boosts Target
Sea Limited (NYSE:SE) ranks among the best growth stocks to buy for the next 10 years.
Scotiabank Rates MercadoLibre (MELI) Outperform, Highlights Peerless Moat in Payments and Commerce
MercadoLibre, Inc. (NASDAQ:MELI) ranks among the best growth stocks to buy for the next 10 years. Citing MercadoLibre, Inc.
Stifel Reaffirms Buy on Thermo Fisher (TMO) Despite Price Target Cut
Thermo Fisher Scientific Inc. (NYSE:TMO) ranks among the best medical stocks to buy according to analysts.
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