Daniel Jones, Seeking Alpha Journalist Profile

Articles

SoFi Technologies: Buying This Plunge Makes Sense (NASDAQ:SOFI)

3 days ago | seekingalpha.com | Daniel Jones

SummaryDespite recent market downturns, SoFi Technologies has shown consistent revenue growth and an increase in user base, justifying a continued 'buy' rating. The Financial Services segment saw remarkable growth, with revenue doubling year-over-year, driven by the loan platform fee model and personal loan originations. While profitability metrics have been mixed, EBITDA improved significantly, and management forecasts strong revenue and net income growth for 2025.
Expedia Group Stock: Plunge Makes Shares Like Heavily-Discounted Plane Ticket

4 days ago | seekingalpha.com | Daniel Jones

SummaryExpedia Group's shares dropped 7.3% due to weak Q1 revenue and management's pessimistic near-term outlook. Despite the mixed quarter, Expedia's robust balance sheet, ongoing growth, and low trading multiples make it a strong buy opportunity. Management's cautious outlook is driven by economic concerns, but continued share buybacks and cost optimizations are expected to benefit shareholders.
Microsoft Continues To Perform Fabulously In A Tough Environment (NASDAQ:MSFT)

5 days ago | seekingalpha.com | Daniel Jones

May 09, 2025 11:38 AM ET, , , , , , , SummaryDespite a challenging 2025 market, Microsoft Corporation stands out with a 4.13% YTD gain, driven by strong cloud computing and AI investments. Microsoft's Q3 2025 revenue grew 13.3% to $70.07 billion, with significant contributions from its Intelligent Cloud and Productivity segments. The company boasts a net cash position of $36.74 billion, with robust shareholder returns through dividends and share buybacks.
AT&T: A Solid Investment Choice During Volatile Times (NYSE:T)

5 days ago | seekingalpha.com | Daniel Jones

SummaryAT&T remains significantly undervalued, with a 'strong buy' rating reaffirmed due to robust financial performance and promising guidance for 2025. Impressive growth in AT&T's Mobility and fiber broadband units, with substantial increases in subscribers and ARPU, underscores the company's strong fundamentals. Despite some weaknesses in the Business Wireline segment, AT&T's overall profitability and cash flow are on a positive trajectory, supporting continued investments and share buybacks.
Crane NXT Stock: Shares Offer Strong Potential On Continued Growth (NYSE:CXT)

6 days ago | seekingalpha.com | Daniel Jones

SummaryCrane NXT's stock surged 7% after Q1 2025 results that exceeded analysts' expectations. The company's growth is driven by acquisitions, such as OpSec Security and De La Rue Authentication, aiming for $3 billion in annual revenue by 2028. Despite economic uncertainties and tariff impacts, Crane NXT's long-term prospects remain strong, with management optimistic about achieving high EBITDA margins and significant revenue growth.
Patrick Industries: A Long-Term Play After Its Pullback (NASDAQ:PATK)

6 days ago | seekingalpha.com | Daniel Jones

SummaryBuying during tough times can yield strong long-term returns; Patrick Industries, despite recent challenges, remains a solid 'buy' candidate for long-term investors. Patrick Industries has shown strong performance, with a 97.2% stock increase since January 2022, outperforming the broader market's 27.1% gain. Despite mixed recent financial results and economic challenges, Patrick Industries' shares are considered cheap and potentially lucrative for long-term investors.
Blue Bird: A Strong Play, Even In Light Of Tariff Terror (BLBD)

6 days ago | seekingalpha.com | Daniel Jones

SummaryBlue Bird Corporation's Q2 2025 results showed revenue growth and higher adjusted EPS, despite missing analysts' earnings expectations, reinforcing my 'strong buy' rating. Management's narrowed guidance and reaffirmed long-term outlook, along with undervalued stock pricing, highlight significant growth potential, especially in electric bus deliveries.
Sonic Automotive Is On Sale (NYSE:SAH)

1 week ago | seekingalpha.com | Daniel Jones

SummarySonic Automotive has outperformed the S&P 500 recently, despite worries over tariffs. Recent data shows a 7.9% revenue increase, driven by new vehicle sales and higher average revenue per vehicle. Management is cautious about long-term conditions but remains focused on growth, with shares attractively priced relative to peers. High inventory levels and potential for higher prices due to tariffs justify maintaining a 'buy' rating for Sonic Automotive. Looking for a helping hand in the market?
Century Communities: Despite Some Pain, This Value Play Works (NYSE:CCS)

1 week ago | seekingalpha.com | Daniel Jones

May 07, 2025 5:40 PM ET, , , , , SummaryCentury Communities, Inc.'s stock is down 27.7% YTD, attributed to rising tariffs and higher interest rates, impacting homebuilding costs and consumer spending. Despite weakening fundamentals and declining profits, Century Communities remains undervalued compared to peers, justifying a Buy rating with potential for a 'strong buy'. Revenue and net income have dropped significantly in Q1 2025, with reduced home deliveries and lower average home prices.
Sturm, Ruger & Company: A Shot At Upside (NYSE:RGR)

1 week ago | seekingalpha.com | Daniel Jones

SummaryDespite past bearish predictions, current data suggests Sturm, Ruger & Company is stabilizing post-pandemic, with revenue and profitability returning to normal levels. The company faces declining gun popularity and background checks due to this stabilization, but political and economic uncertainties may drive future gun sales. Sturm, Ruger & Company’s strong net cash position and low price-to-book multiple make it a potential buyout candidate.