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Reddit Benefits From Solid ARPU Growth: A Sign for More Upside?
ZACKS· 2026-02-18 15:42
Key Takeaways Reddit's Q4 2025 ARPU surged 42% YoY to $5.98, fueled by strong advertiser and user growth. RDDT added 121M daily users, up 19%, while active advertisers jumped 75% year over year. International revenue climbed 78%, with AI tools and automation expected to support ARPU growth. Reddit (RDDT) is benefiting from solid growth in Average Revenue Per User (ARPU). In the fourth quarter of 2025, ARPU increased 42% year over year to $5.98, indicating that portfolio expansions are driving higher moneti ...
Why First American Financial (FAF) is a Top Value Stock for the Long-Term
ZACKS· 2026-02-18 15:42
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.Featuring 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, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The ...
Here's Why Avnet (AVT) is a Strong Value Stock
ZACKS· 2026-02-18 15:41
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.Featuring 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, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alongside ...
Is Kaiser Aluminum (KALU) Outperforming Other Industrial Products Stocks This Year?
ZACKS· 2026-02-18 15:41
The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Kaiser Aluminum (KALU) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Industrial Products sector should help us answer this question.Kaiser Aluminum is a member of our Industrial Produ ...
Should Value Investors Buy PeapackGladstone Financial (PGC) Stock?
ZACKS· 2026-02-18 15:41
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use a variety of methods, in ...
Is SPX Technologies, Inc. (SPXC) Stock Outpacing Its Construction Peers This Year?
ZACKS· 2026-02-18 15:41
The Construction group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. SPX Technologies (SPXC) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Construction sector should help us answer this question.SPX Technologies is one of 92 individual stocks in the Construct ...
Are Conglomerates Stocks Lagging Sumitomo (SSUMY) This Year?
ZACKS· 2026-02-18 15:41
Core Viewpoint - Sumitomo Corp. is currently outperforming its peers in the Conglomerates sector, with a year-to-date performance of 25.2% compared to the sector average of 15.3% [4]. Company Performance - Sumitomo Corp. holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook [3]. - The Zacks Consensus Estimate for Sumitomo Corp.'s full-year earnings has increased by 0.7% over the past quarter, reflecting stronger analyst sentiment [3]. - The stock has shown a year-to-date return of 25.2%, outperforming the average gain of 15.3% in the Conglomerates group [4]. Industry Context - Sumitomo Corp. is part of the Diversified Operations industry, which includes 15 companies and currently ranks 90 in the Zacks Industry Rank [6]. - The average performance of the Diversified Operations industry has also been 15.3% year-to-date, indicating that Sumitomo Corp. is performing better than its industry peers [6]. - Another notable stock in the Conglomerates sector is Swire Pacific, which has achieved a year-to-date return of 26.9% and also holds a Zacks Rank of 2 (Buy) [4][5].
Retail ETFs in Spotlight as US Releases Holiday Season Report Card
ZACKS· 2026-02-18 15:35
Core Insights - The final reading for the 2025 holiday shopping season indicated flat retail sales at $735.0 billion, missing the expected 0.5% increase, with a year-over-year growth of 2.4% against a 2.7% rise in the Consumer Price Index, suggesting weak real spending momentum [1][10] Retail Performance Analysis - Large U.S. retailers like Walmart, Costco, and Alibaba are under pressure due to disappointing year-end sales, impacting profit margins and earnings, which raises concerns for retail ETFs that include these companies [2] - The stagnation in December retail sales was attributed to several economic factors, including persistent inflation, economic uncertainty, early promotions that pulled sales forward, and a K-shaped consumer behavior where higher-income households remained stable while lower-income households reduced spending [4][5][6][7] Future Outlook - The retail sector's recovery depends on moderating inflation and a rebounding U.S. economy, with expectations for gradual improvement in real consumer spending if demand stabilizes and retailers manage costs effectively [8][9] - Analysts project U.S. retail sales to grow by 3.5% year-over-year in 2026, with inflation anticipated to remain between 2.6% and 3.0% [11] Retail ETFs Spotlight - **State Street SPDR S&P Retail ETF (XRT)**: AUM of $681.4 million, exposure to 73 companies, gained 10.2% over the past year, charges 35 bps in fees [12][13] - **VanEck Retail ETF (RTH)**: AUM of $265.2 million, exposure to 26 companies, rallied 9.5% over the past year, charges 35 bps in fees [14] - **ProShares Online Retail ETF (ONLN)**: Net asset value of $52.84 million, exposure to 20 online retail stocks, gained 3% over the past year, charges 58 bps in fees [15] - **Amplify Online Retail ETF (IBUY)**: AUM of $124.5 million, exposure to 81 companies in online retail, charges 65 bps in fees [16]
Cytokinetics Wins EU Approval for Cardiovascular Drug Myqorzo
ZACKS· 2026-02-18 15:35
Key Takeaways Cytokinetics won EC approval for Myqorzo to treat adults with symptomatic obstructive HCM.Myqorzo showed significant pVO2 improvement in the phase III SEQUOIA-HCM study at 24 weeks.CYTK now has approvals in the U.S., EU and China, targeting a sizable oHCM market opportunity.Cytokinetics, Incorporated (CYTK) announced that the European Commission (EC) has approved Myqorzo (aficamten), 5 mg, 10 mg, 15 mg and 20 mg tablets, for the treatment of adult patients with symptomatic obstructive hypertro ...
CrowdStrike vs. Allot: Which Cybersecurity Stock Has an Edge Right Now?
ZACKS· 2026-02-18 15:35
Key Takeaways CRWD expects fiscal 2026 revenue growth of 21-22%, down from 29% in fiscal 2025.ALLT's SECaaS ARR jumped 60% Y/Y, driving 14% sales growth and higher 2025 guidance.ALLT trades at 4.23X forward sales versus CRWD at 18.37X, offering a valuation edge.CrowdStrike (CRWD) and Allot Inc. (ALLT) are both at the forefront of the cybersecurity space, playing key roles in guarding organizations from extensive cyberattacks. While CrowdStrike specializes in endpoint protection and extended detection and re ...