Tariffs, inflation and housing headwinds weigh on the industry. Yet, AWI, FTDR, ACA and ECG look primed to benefit from infrastructure and innovation tailwinds.
Oscar Health is deeply undervalued but faces high short-term uncertainty due to ACA-specific risks and sector-wide negative catalysts. The expiration of ACA subsidies, adverse selection, and new legislation threaten enrollment and profitability, making Oscar more vulnerable than diversified peers. Despite near-term headwinds, Oscar is uniquely positioned for long-term growth, especially if ICHRA adoption improves the ACA risk pool.
Arcosa, Inc. (NYSE:ACA ) Q2 2025 Earnings Conference Call August 8, 2025 8:30 AM ET Company Participants Antonio Carrillo - President, CEO & Director Erin Drabek - VP of Investor Relations Gail M. Peck - Chief Financial Officer Conference Call Participants Brent Edward Thielman - D.A.
Arcosa (ACA) came out with quarterly earnings of $1.27 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to earnings of $0.91 per share a year ago.
Wind power surges as U.S. demand grows-stocks like DTE, BEP, ACA and D eye big gains amid tech-driven energy shifts.
Arcosa (ACA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Arcosa (ACA) could produce exceptional returns because of its solid growth attributes.
The average of price targets set by Wall Street analysts indicates a potential upside of 25.5% in Arcosa (ACA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
NEE, OGE, POR and ACA are capitalizing on soaring wind energy demand, with strong backlogs and expansion plans boosting growth.
Arcosa (ACA) is well positioned to outperform the market, as it exhibits above-average growth in financials.
The mean of analysts' price targets for Arcosa (ACA) points to a 26.5% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Arcosa, Inc. (NYSE:ACA ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Erin Drabek - Director of Investor Relations Antonio Carrillo - President and Chief Executive Officer Gail Peck - Chief Financial Officer Conference Call Participants Julio Romero - Sidoti & Company. Brent Thielman - D.A.