#analyst-ratings

#analyst-ratings

Compass Minerals reported a loss of $0.17 per share for Q4, beating the consensus estimate of a $0.23 loss by 25.7%. Revenue came in at $227.5 million, topping the $225.7 million estimate by 0.78%. More importantly, the quarter showed meaningful improvement versus the prior year. Net losses narrowed to $17.0 million from $48.3 million in Q4 FY2024, a 64.8% improvement. Revenue climbed 8.9% year over year from $208.8 million.

"If ChatGPT is somehow less reliant on Reddit, this refutes the idea that data licensing agreements will be re-upped for a higher rate," Champion wrote. "We understand why the stock is off. That said, we don't think anything has changed: Reddit content remains a potent asset for LLMs. Perhaps more importantly, the relationship (and traffic funnel) with Google seems intact. We expect a solid quarter and remain buyers of the stock."