Updated
Updated · Yahoo Finance · Aug 25
StockStory Backs Boeing, Leidos and Flags Qualcomm in S&P 500 Screen
Updated
Updated · Yahoo Finance · Aug 25

StockStory Backs Boeing, Leidos and Flags Qualcomm in S&P 500 Screen

2 articles · Updated · Yahoo Finance · Aug 25

Summary

  • StockStory singled out Boeing and Leidos as S&P 500 names to watch, while telling investors to leave Qualcomm off their watchlist.
  • Qualcomm’s warning call centered on a projected 2.8% revenue decline over the next 12 months and a 12.7-point drop in operating margin over five years, despite 8.6% annual revenue growth over the last two years.
  • Boeing made the positive list on 60.4% average unit sales growth, an estimated 12.3% revenue increase ahead and 48.1% annual EPS growth that outpaced sales.
  • Leidos stood out for 15.9% average backlog growth, 16.8% annual EPS growth and a 6.5-point expansion in free-cash-flow margin, giving it more room for investment and shareholder returns.
  • The note follows another StockStory screen published earlier Tuesday that favored Corning while recommending investors sell Fluence Energy and Artivion.

Insights

Why is Corning's 40x earnings premium considered a safe haven while similar valuations spell disaster elsewhere?
Can Fluence Energy's massive backlog outpace its alarming cash burn before investors face severe dilution?
Will Artivion's strategic FDA approvals and acquisitions be enough to overcome the crushing weight of its leverage?