Workflow
Astera Labs Fits Into Credo's Playbook
Seeking Alpha· 2025-06-05 09:41
When I first initiated coverage on Astera Labs ( ALAB ) just over a month ago, the stock was trading at $70.75. As of the writing of this piece, the stock is trading at ~$95. From a Quant rating perspective, the companyAt Henriot Capital, we live by the principle that simplicity and common sense drive success. I’m passionate about building a hedge fund with a clear purpose, disciplined focus, and consistent alpha. Our approach is fully quant-driven—our model gives us the tickers, and we act on its recommend ...
How SMCI Stock Is Riding Nvidia's Blackwell Wave
Forbes· 2025-06-05 09:30
CHONGQING, CHINA - MAY 04: In this photo illustration, the logo of Super Micro Computer, Inc. ... More (Supermicro) is displayed on a smartphone screen, with the company's branding visible in the background, on May 04, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty Images Super Micro Computer stock (NASDAQ:SMCI) increased by nearly 5% during Friday's trading session and stands approximately 35% higher over the past month. Multiple factors have contributed to the stock's rise ...
Yiren Digital to Report First Quarter 2025 Financial Results on June 12, 2025
Prnewswire· 2025-06-05 09:30
BEIJING, June 5, 2025 /PRNewswire/ -- Yiren Digital Ltd. (NYSE: YRD) ("Yiren Digital"), an AI-powered platform providing a comprehensive suite of financial and lifestyle services in Asia, announced that it plans to release its unaudited financial results for the first quarter ended March 31, 2025 before U.S. market opens on Thursday, June 12, 2025.Yiren Digital's management will host an earnings conference call at 8:00 a.m. U.S. Eastern Time on June 12, 2025 (or 8:00 p.m. Beijing/Hong Kong Time on June 12, ...
Autohome Inc. to Hold Annual General Meeting on June 27, 2025
Prnewswire· 2025-06-05 09:30
BEIJING, June 5, 2025 /PRNewswire/ -- Autohome Inc. (NYSE: ATHM; HKEX: 2518) ("Autohome" or the "Company"), the leading online destination for automobile consumers in China, today announced that it will hold its annual general meeting of shareholders (the "AGM") at 18th Floor, Tower B, CEC Plaza, 3 Dan Ling Street, Haidian District, Beijing, The People's Republic of China on June 27, 2025 at 4:00 p.m. (Beijing time).Holders of record of ordinary shares of the Company at the close of business on June 2, 2025 ...
Semtech: Buy Rating Initiated On Transition Catalyst Potential And Valuation Upside
Seeking Alpha· 2025-06-05 09:29
Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable business models, mispriced cash flow potential, and intelligent capital allocation. Built on institutional standards, Moretus Research combines rigorous fundamental analysis with a high-signal, judgment-driven process—eschewing noise, narrative, and overl ...
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
Seeking Alpha· 2025-06-05 09:26
Nebius (NASDAQ: NBIS ) reported its results for Q1 on May 20th . It may have been the last significant IT company to report results for itsBert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his cov ...
Airworthiness Safety Conference 2025: Hear from Experts in Safety Management, Next-gen Safety, and Remote Pilot Systems (London, United Kingdom - October 21, 2025)
GlobeNewswire News Room· 2025-06-05 09:18
Dublin, June 05, 2025 (GLOBE NEWSWIRE) -- The "Safety in Airworthiness" has been added to ResearchAndMarkets.com's offering. Join leading experts and renowned speakers at an extraordinary global event hosted in London, dedicated to redefining aviation safety standards. This highly anticipated conference is set to become a pivotal meeting point for industry professionals passionate about enhancing safety measures and implementing innovative solutions in aviation. The conference extends a unique opportunity ...
General Motors: Navigating The Trade War Storm, Reducing My Price Target
Seeking Alpha· 2025-06-05 09:17
The TACO Trade has gripped Wall Street. That's the "Trump Always Chickens Out" mantra that some investors have adopted. It's worked so far, with the S&P 500 notching fresh multi-month highs this week. The All-Country World Index ( ACWIFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a n ...
The AES Corporation Remains Unscathed By Tariffs And Economic Downturns
Seeking Alpha· 2025-06-05 09:00
Group 1 - The AES Corporation has experienced a stock decline of nearly 20% since the previous analysis, which highlighted it as a strong buy [1] - The company operates across various sectors including logistics, construction, and retail, indicating a diverse operational background [1] - The investment strategy focuses on cyclical industries, which are expected to yield significant returns during economic recovery phases [1] Group 2 - The analyst holds a beneficial long position in AES shares, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation [2] - There is no business relationship between the analyst and AES, ensuring an unbiased perspective [2]
Bear of the Day: American Eagle Outfitters (AEO)
ZACKS· 2025-06-05 09:00
Company Overview - American Eagle Outfitters (AEO) is a specialty casual apparel retailer based in Pittsburgh, targeting individuals aged 15 to 25 with a range of clothing and accessories [1][9] - The company operates three main brands: AE Brand, Aerie by American Eagle, and AEO Direct, which includes both physical stores and e-commerce platforms [2][3] Industry Challenges - The number of malls in the US has significantly decreased from over 2,000 in the 1980s to approximately 700 today, with a notable decline in foot traffic exacerbated by the COVID-19 pandemic and a shift towards online shopping [4] - AEO's reliance on brick-and-mortar stores, which account for about two-thirds of its revenue, poses a vulnerability in the current retail landscape [4][9] Financial Performance - AEO shares have underperformed, down nearly 40% year-to-date compared to a flat S&P 500 [6] - Analysts predict negative earnings per share (EPS) growth for AEO, with a projected 52% decline in EPS next year [11] - The current Zacks Consensus Estimate for AEO's EPS shows a year-over-year decline of 46.15% for the current quarter and 52.30% for the current year [11] Competitive Landscape - AEO faces stiff competition, with rivals like Abercrombie & Fitch expecting a 70% increase in EPS for 2025, contrasting AEO's anticipated 14% growth [10] External Factors - Tariffs on goods sourced from countries such as China and Vietnam negatively impact AEO's business operations [5][9]