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Norwegian Cruise's Record Bookings Build: Can Pricing Power Hold?
ZACKS· 2025-09-25 15:20
Key Takeaways NCLH posted record Q2 bookings, driving advanced ticket sales to a historic $4 billion high.Q2 net yields rose 3.1% as ticket prices advanced 5.1%, with steady 4-4.5% gains each quarter.The Q3 outlook calls for 1.5% yield growth and 105.5% occupancy, aided by itinerary redeployments.Norwegian Cruise Line Holdings Ltd. (NCLH) is benefiting from a surge in consumer demand that has propelled its booking trends to historic highs. In second-quarter 2025, the company reported record bookings over a ...
Balance Sheet Strength Keeps COP Resilient Amid Price Volatility
ZACKS· 2025-09-25 15:20
Key Takeaways ConocoPhillips maintains a debt-to-capitalization of 26.4%, far below the industry's 49.1%.A strong balance sheet lets COP fund growth projects, acquisitions and dividend payments.COP trades at 5.37X EV/EBITDA, well below the industry average of 11.16X.ConocoPhillips (COP) is among the large oil and natural gas exploration and production companies, and therefore is highly vulnerable to fluctuations in commodity prices. Thus, just like any other upstream player, the company’s cash flow generati ...
PayPal's Buy Now Pay Later Grows Fast: What Drives This Surge?
ZACKS· 2025-09-25 15:16
Key Takeaways PayPal's BNPL volume rose over 20% in Q2 2025, with monthly active accounts up 18% year over year.A two-year deal with Blue Owl will see $7B of U.S. BNPL receivables purchased.Ace Hardware saw a 35% PayPal sales boost and 7x higher order values since adopting BNPL.PayPal Holdings’ (PYPL) Buy Now, Pay Later (BNPL) feature is a major growth engine. The company’s BNPL is a fast-growing payment mode allowing consumers to purchase goods online and pay for them in interest-free installments over wee ...
Credo Launches 224G PAM4 SerDes IP on TSMC N3 for 1.6T Networking
ZACKS· 2025-09-25 15:10
Core Insights - Credo Technology Group Holding Ltd has launched its 224G PAM4 SerDes Intellectual Property (IP) using TSMC's N3 technology, marking a significant advancement in data transmission capabilities [1][9] - The transition to 224G PAM4 per lane doubles data rates compared to the previous 112G PAM4, facilitating the development of 1.6Tbps connectivity solutions that reduce complexity, cost, and power consumption [2][9] - The 1.6T networking market is projected to reach $13 billion by 2028, with adoption expected to ramp up by the end of this year, indicating strong market potential for Credo's offerings [3] Product Offerings - Credo's diverse portfolio includes SerDes IP ranging from 28G to 224G, with various reach options such as long reach plus (LR+), long reach (LR), medium reach (MR), and very short reach plus (VSR) [4] - The introduction of the Bluebird DSP, a low-power solution for 1.6Tbps optical transceivers, supports 224Gbps per lane PAM4 data transmission while operating under 20 watts, making it suitable for AI and hyperscale data centers [6] Financial Projections - For fiscal 2026, Credo anticipates mid-single-digit sequential revenue growth, leading to an estimated 120% year-over-year increase, with revenues expected to exceed $800 million [7] - The company projects a non-GAAP net margin of around 40% for the upcoming quarters and fiscal 2026, indicating strong profitability potential [7] Market Performance - Credo currently holds a Zacks Rank 1 (Strong Buy), with its shares having surged 232.3% over the past six months, significantly outperforming the Zacks Electronics-Semiconductors industry's growth of 61.1% [8]
JPMorgan Targeting Affluent Clients: Will This Drive Fee Income?
ZACKS· 2025-09-25 15:06
Key Takeaways JPMorgan is deploying private client bankers in 53 affluent branches across four states.JPMorgan Private Client manages $1.16T in assets, with a long-term goal of $2T.Expansion strengthens cross-selling of investments, lending and advisory services.JPMorgan (JPM) is doubling down on affluent clients to strengthen its wealth management franchise. According to a Bloomberg report on MSN, the bank is deploying dedicated private client bankers across 53 branches in affluent areas of Florida, Texas, ...
Petrobras & Others Urge Cade to Safeguard Competition in Subsea Market
ZACKS· 2025-09-25 15:06
Key Takeaways Petrobras, Exxon and TechnipFMC asked Cade to review the Subsea7-Saipem merger.The firms warn that the deal may hike costs and reduce options in subsea oil and gas projects.The merger would eliminate opportunities for rival companies to participate in Brazil's public tenders.Per Reuters, Petróleo Brasileiro S.A. - Petrobras (PBR) , one of the largest integrated energy firms in Brazil, alongside Exxon Mobil Corporation (XOM) and TechnipFMC plc (FTI) , has petitioned Brazil’s antitrust regulator ...
HRMY Stock Down as Fragile X Syndrome Study Fails to Meet Goal
ZACKS· 2025-09-25 15:01
Key Takeaways HRMY shares dropped 16.56% after ZYN002 missed its main goal in the RECONNECT Fragile X study.Wakix generated $200.5M in Q2, with new phase III trials set to begin in narcolepsy and hypersomnia.HRMY expanded into rare epilepsy via Epygenix buyout, adding EPX-100 and EPX-200 to its pipeline.Shares of Harmony Biosciences Holdings, Inc. (HRMY) lost 16.56% on Sept. 24 after the company announced the failure of the late-stage registrational RECONNECT study on pipeline candidate ZYN002 in Fragile X ...
What's Cooking for Conagra Stock Ahead of Q1 Earnings Release?
ZACKS· 2025-09-25 15:01
Key Takeaways Conagra expects Q1 revenues of $2.61 billion, down 6.5% from the prior-year quarter's reported figure. Earnings are projected at 33 cents per share, a 37.7% decline from the year-ago quarter's level. Inflation, tariffs and soft demand likely to weigh on results, though frozen meals and snacks show strength.Conagra Brands, Inc. (CAG) is likely to witness a top and bottom-line decline when it reports first-quarter fiscal 2026 earnings on Oct. 1. The Zacks Consensus Estimate for revenues is pegge ...
Wall Street Analysts Think US Gold Corp (USAU) Could Surge 28.97%: Read This Before Placing a Bet
ZACKS· 2025-09-25 14:56
US Gold Corp (USAU) closed the last trading session at $15.12, gaining 13.3% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $19.5 indicates a 29% upside potential.The mean estimate comprises three short-term price targets with a standard deviation of $4.27. While the lowest estimate of $15.00 indicates a 0.8% decline from the current price level, the most optimistic analyst expect ...
Here's Why ATI (ATI) is a Strong Momentum Stock
ZACKS· 2025-09-25 14:50
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zac ...