Wrap Europe

Ryder's stock soars 80% on used vehicle sales, beating EPS forecasts by $0.27. Valuation target raised to $260.

FORM's 78.9x P/E and low FCF margin raise red flags. HNST's 37.8x P/E and negative returns signal risk.

Meta & MSFT cut jobs for AI spend. Valuations hinge on AI ROI, risks loom.

BEN's EPS fell 2.5% yearly, FG's margins dropped 21.6%, FIHL's P/B is 0.7x. Seek better growth.

BMI misses Q1 earnings & sales targets; valuation drops 20%. Timing issues cited, not structural.

Joby Aviation (80x rev multiple) launches Dubai air taxis w/ Uber. High risk, high reward eVTOL play.

COLB beats EPS estimates 5% on 40% revenue growth. Margin expansion & cost cuts eyed.