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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Sep 11, 2025
Booking Holdings Expects Mid-Teens Adjusted EBITDA Growth in 2025
Image Source: TradingView. Looking to the third quarter, Booking Holdings expects room nights growth in the range of 3.5%-5.5%, constant currency gross bookings growth of 4%-6%, constant currency revenue growth of 3%-5%, and adjusted EBITDA growth of 6%-9%. Looking to 2025, Booking Holdings expects constant currency gross bookings growth in the high-single-digits and constant currency revenue growth in the high-single-digits. Adjusted EBITDA growth for the year is targeted to expand at a mid-teens percentage pace. We continue to like Booking Holdings’ free cash flow profile, and the company remains an idea in the newsletter portfolios.
Sep 10, 2025
Shares of Dividend Growth Idea Oracle Surge!
Image Source: TradingView. Oracle’s non-GAAP operating income in the fiscal first quarter of 2026 was $6.2 billion, up 9% in USD and up 7% in constant currency. Non-GAAP net income was $4.3 billion in the quarter, up 8% in USD and up 6% in constant currency. We were impressed by the company’s remaining performance obligations growth in the quarter and management’s guidance calling for Oracle’s Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Management noted that most of the revenue in this 5-year forecast is already booked in its reported remaining performance obligations. Shares of Oracle surged on the news, and we continue to like Oracle in the newsletter portfolios.
Sep 8, 2025
Tesla’s Second Quarter Results Weren’t Great
Image Source: Tesla. Tesla’s cash flow from operating activities was $2.54 billion in the quarter, while it spent $2.4 billion in capex, resulting in free cash flow of $146 million. Its cash and investment balance was up 20% from last year, to $36.8 billion. All things considered, Tesla’s second quarter results weren’t great. The company experienced a decline in vehicle deliveries, lower regulatory credit revenue, reduced vehicle pricing, and a decline in Energy Generation and Storage revenue due to lower average sales prices. Meanwhile, operating income was impacted from higher operating expenses driven by AI and other R&D projects. We remain on the sidelines.
Sep 8, 2025
Albemarle Targets Positive Free Cash Flow for 2025
Image Source: TradingView. For the first half of 2025, Albemarle’s cash flow from operations increased $73 million to $538 million, and as management noted, the company expects to achieve positive free cash flow for the full year 2025 assuming current lithium market pricing persists. Albemarle reduced its capital expenditure outlook to the range of $650-$700 million. Assuming $9/kg LCE average lithium market price for 2025, net sales is targeted in the range of $4.9-$5.2 billion, with adjusted EBITDA in the range of $0.8-$1 billion. Albemarle exited the quarter with estimated liquidity of approximately $3.4 billion. We like Albemarle’s upside potential from here, as operations remain depressed from low lithium pricing. The company remains an idea in the ESG Newsletter portfolio.
Sep 2, 2025
Republic Services Remains a Cash Cow
Image Source: TradingView. Year-to-date, Republic Services’ cash flow from operations was $2.13 billion while year-to-date adjusted free cash flow was $1.42 billion. Year-to-date, Republic has invested $888 million in acquisitions. Year-to-date cash returned to shareholders was $407 million, consisting of $45 million of buybacks and $362 million of dividends paid. For full year 2025, Republic now expects revenue in the range of $16.675-$16.75 billion and adjusted EBITDA in the range of $5.275-$5.325 billion. Adjusted diluted earnings per share is reiterated in the range of $6.82-$6.90 for the year, while adjusted free cash flow is now targeted in the range of $2.375-$2.415 billion. We continue to like Republic Services in the newsletter portfolios.
Aug 31, 2025
Valuentum's Dividend Growth Newsletter Portfolio
We disclose the holdings of the Dividend Growth Newsletter portfolio in this article. This portfolio can always be found in each edition of the monthly Dividend Growth Newsletter.
Aug 28, 2025
Best Buy Puts Up Best Comp Growth in Three Years
Image Source: TradingView. We liked that Best Buy put up its strongest comparable store sales growth in the past three years, with domestic comparable online sales growth of 5.1%, lapping a decline of 1.6% in last year’s quarter. As a percentage of total domestic revenue, online revenue now accounts for 32.8% versus 31.5% last year. For the six month period ended August 2, cash flow from operations was $783 million, while capital spending was $341 million, resulting in free cash flow of $442 million, higher than its cash dividends paid of $403 million over the same time period. Best Buy covers dividends paid while it boasts a net cash position on the balance sheet. Shares yield 5% at the time of this writing.
Aug 28, 2025
AT&T Is Targeting Free Cash Flow in the Low-to-Mid $16 Billion Range for 2025
Image Source: TradingView. Looking to the full year 2025, AT&T expects consolidated service revenue growth in the low-single-digit range, with mobility service revenue growth of 3% or better and consumer fiber broadband revenue growth in the mid-to-high teens. For the year, AT&T is targeting adjusted EBITDA growth of 3% or better, with mobility EBITDA growth of roughly 3%, business wireline EBITDA lower by a low-double-digit range, and consumer wireline EBITDA growth in the low-to-mid-teens range. Free cash flow for 2025 is expected in the low-to-mid $16 billion range, while adjusted earnings per share is targeted in the range of $1.97-$2.07. We like AT&T but can’t get comfortable with its total debt load of $132.3 billion. We remain on the sidelines. Shares yield 3.8% at the time of this writing.
Aug 27, 2025
Nvidia Shines in Second Quarter of Fiscal 2026
Image Source: Nvidia. Looking to the third quarter of fiscal 2026, Nvidia expects revenue to be $54.0 billion, plus or minus 2%, an outlook that does not assume any H20 shipments to China. Consensus was at $52.76 billion. In the fiscal third quarter, GAAP and non-GAAP gross margins are expected to be 73.3% and 73.5%, respectively, plus or minus 50 basis points. The firm expects to end the year with non-GAAP gross margins in the mid-70% range. Nvidia continues to power the market higher, and while results weren’t as bullish as some were expecting, they were strong, nonetheless.
Aug 22, 2025
Dividend Increases/Decreases for the Week of August 22
Let's take a look at firms raising/lowering their dividends this week.


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