Key Takeaways Pagaya reported $24.5M GAAP net income in 1H25, reversing a $96M loss last year.Revenues rose 24.4% Y/Y to $616.4M on strong network growth, monetization and cost control.PGY raised 2025 revenue outlook to $1.25-$1.325B and net income to $55-$75M.Pagaya Technologies Ltd. (PGY) delivered a strong first half of 2025, marked by two consecutive quarters of positive GAAP net income. This represented a dramatic turnaround from the substantial losses experienced in the previous years. PGY, which is o ...

Core Insights - Deckers Outdoor Corporation (DECK) reported strong first-quarter fiscal 2026 results, driven by flagship brands HOKA and UGG, with revenues of $964.5 million, a 17% year-over-year increase, and earnings per share rising 24% to 93 cents, indicating robust consumer demand [1][11] Group 1: Brand Performance - HOKA emerged as the primary growth driver, achieving record quarterly revenues of $653.1 million, a 19.8% increase from the prior year, supported by global wholesale expansion and strong international demand [2][11] - UGG experienced 18.9% growth, reaching $265.1 million, marking its largest June quarter in history, with success attributed to diversification into men's footwear and year-round styles [3][11] Group 2: Strategic Initiatives - The company’s 365 initiative has successfully broadened UGG's consumer base while maintaining its iconic appeal, aided by strong wholesale momentum and new product launches [3][11] - Deckers has implemented selective price increases and operational efficiencies to counteract rising tariffs and freight costs, although these measures may impact near-term profitability [4][5] Group 3: Future Outlook - For second-quarter fiscal 2026, net sales are projected between $1.38 billion and $1.42 billion, with HOKA expected to grow by 10% and UGG anticipated to see mid-single-digit growth [6] - Deckers is well-positioned for continued long-term growth, with HOKA leading performance in running and UGG evolving into a versatile lifestyle brand [5]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1][2] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Kimball Electronics (KE) Analysis - Kimball Electronics (KE) has shown a four-week price change of 8.5%, indicating growing investor interest [4] - Over the past 12 weeks, KE's stock has gained 58.7%, with a beta of 1.28, suggesting it moves 28% more than the market [5] - KE has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] - The stock has received a Zacks Rank 1 (Strong Buy) due to upward trends in earnings estimate revisions, which attract more investors [7] - KE is currently trading at a Price-to-Sales ratio of 0.51, suggesting it is undervalued at 51 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides KE, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in the identification of potential winning stocks [9]

Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potential fails to justify their swelled-up valuation. In that phase ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate rev ...

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. -- ...

Core Viewpoint - The article emphasizes the importance of identifying and maintaining trends in short-term investing, highlighting that sound fundamentals and positive earnings estimates are crucial for sustaining momentum in stocks. Group 1: Trend Analysis - The trend is a critical factor for successful short-term investing, but it can reverse unexpectedly, leading to potential losses for investors [1] - A unique short-term trading strategy, the "Recent Price Strength" screen, helps identify stocks with strong fundamentals that can maintain their upward trends [2] Group 2: Stock Performance - Materion (MTRN) has shown a solid price increase of 45.2% over the past 12 weeks, indicating strong investor interest [3] - MTRN has also increased by 7.2% over the last four weeks, suggesting that the upward trend is still intact [4] Group 3: Market Position - MTRN is currently trading at 92.1% of its 52-week high-low range, indicating a potential breakout [5] - The stock holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [5][6] Group 4: Analyst Sentiment - The Average Broker Recommendation for MTRN is 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [6] - The Zacks Rank system has a strong historical performance, with Zacks Rank 1 stocks averaging a +25% annual return since 1988 [6] Group 5: Additional Opportunities - Besides MTRN, there are other stocks that meet the criteria of the "Recent Price Strength" screen, suggesting further investment opportunities [7] - The article encourages exploring over 45 Zacks Premium Screens tailored to different investing styles for potential stock picks [7]

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, ...

Alibaba (BABA) shares surged to their highest price in nearly four years after unveiling renewed plans to boost artificial intelligence (AI) spending beyond its original $50 billion-plus commitment, per a Bloomberg article, as quoted on Yahoo Finance. Chief Executive Officer Eddie Wu forecasted that global AI investment could grow to roughly $4 trillion over the next five years, and Alibaba seeks to keep pace with that momentum, the Bloomberg article noted.The very Bloomberg article added that the Alibaba C ...

Key Takeaways Epidiolex now drives over a quarter of Jazz's product sales and is on track for blockbuster status.Jazz balances growth with a strong oncology and neuroscience portfolio beyond cannabis therapies.Acquisition of Chimerix added Modeyso, its sixth oncology drug, after FDA approval for certain gliomas.JAZZ Pharmaceuticals (JAZZ) is not your typical cannabis stock involved in cultivation, processing, or sales of marijuana products. Instead, this commercial-stage biotech is the only one to market an ...