Bear of the Day: Paycom Software (PAYC)
ZACKS· 2025-10-24 12:01
It’s never fun when a market darling falls out of favor, especially one that used to print money faster than the Fed during COVID. But that’s exactly what’s happening with today’s Bear of the Day, Paycom Software ((PAYC). This once high-flying HR tech stock has been grounded by slowing growth, margin pressure, and increased competition in the payroll software space. If this were an episode of Shark Tank, Kevin O’Leary would be telling them to “take it behind the barn and shoot it.”Paycom has long been a fav ...
Bull of the Day: Advanced Energy Industries (AEIS)
ZACKS· 2025-10-24 12:01
Core Viewpoint - The article highlights Advanced Energy Industries (AEIS) as a key player in the semiconductor supply chain, particularly in providing high-precision power systems essential for chip manufacturing, amidst the growing demand driven by AI, EVs, and renewable energy [2][6]. Company Overview - AEIS is not a chipmaker or a major equipment manufacturer but specializes in high-performance power conversion, measurement, and control solutions for semiconductor and industrial applications [4]. - The company serves major customers like Applied Materials, Lam Research, and Tokyo Electron, providing the necessary power systems for their equipment [5]. Industry Context - The semiconductor industry is experiencing significant growth, with increasing demand for wafers driven by AI data centers, electric vehicles, and renewable energy technologies [6]. - A multi-year infrastructure boom in global semiconductor fabrication, particularly in the U.S., South Korea, and Taiwan, is expected to benefit AEIS [6]. Financial Performance - AEIS is projected to see a rebound in semiconductor capital equipment spending in 2025, following a soft 2024, with demand for advanced nodes beginning to recover [7]. - The current year Zacks Consensus Estimate for AEIS's earnings is $5.68, reflecting a 53% year-over-year growth, with expectations of further growth to $6.54 next year [9]. - Revenue forecasts indicate a 16.7% growth to $1.73 billion this year, with an additional 6.76% growth to $1.85 billion next year [9]. Profitability Metrics - AEIS's gross margins are currently around 38%, with management targeting low 40s by 2026 through improved product mix and cost discipline [10]. - The company focuses on sustainable profitability rather than chasing unprofitable growth, demonstrating disciplined execution in a cyclical sector [8][10].
Introducing The Yankee Candle YC Collection: A New Standard in Home Fragrance Inspired by Quiet Luxury for the Home
Prnewswire· 2025-10-24 12:01
Crafted by world-renowned perfumers, the premium Yankee Candle YC Collection reimagines home fragrance with an upscale aesthetic and fine fragrance SOUTH DEERFIELD, Mass., Oct. 24, 2025 /PRNewswire/ -- Yankee Candle®, the leader in home fragrance for more than 50 years, announced the debut of the Yankee Candle YC Collection, a new premium line that elevates the art of fragrance for modern living. Blending refined design and premium fragrance profiles, the Yankee Candle YC Collection is the latest milestone ...
Sierra Bancorp Announces Share Repurchase Program and Declares Quarterly Cash Dividend
Businesswire· 2025-10-24 12:01
Oct 24, 2025 8:01 AM Eastern Daylight Time Sierra Bancorp Announces Share Repurchase Program and Declares Quarterly Cash Dividend Share PORTERVILLE, Calif.--(BUSINESS WIRE)--Sierra Bancorp (Nasdaq: BSRR), parent of Bank of the Sierra, announced that its Board of Directors has approved a new share repurchase program authorizing the Company to repurchase up to one million (1,000,000) shares of its outstanding common stock, from time to time, commencing after the current share repurchase program expires on Oct ...
Amazon (NASDAQ: AMZN) Stock Price Prediction in 2030: Bull, Bear, & Baseline Forecasts (Oct 24)
247Wallst· 2025-10-24 12:00
Core Insights - Amazon.com Inc. has experienced significant growth since its IPO in 1997, with a stock price increase of over 294,600% and currently holding the fifth-largest market cap among publicly traded companies [3][4]. Historical Performance - From 2014 to 2024, Amazon's stock surged by more than 1,025%, rising from $19.94 to $223.75, with a notable increase of 150.70% from March 2020 to December 2024 [6]. - Revenue increased from $89 billion to $638 billion, a growth of over 616%, while net income grew from $0.241 billion to $59.2 billion, translating to a gain of 24,664.3% [7]. Key Drivers of Future Performance - **E-commerce Success**: Amazon accounted for 40% of all U.S. e-commerce sales in 2023, despite e-commerce representing only 15% of total retail sales [9]. - **Amazon Web Services (AWS)**: AWS is the largest cloud provider globally, generating $107.6 billion in sales in 2024, but faces competition from Microsoft Azure and Google Cloud [10]. - **Advertising Revenue**: In 2024, Amazon's advertising revenue reached $56.2 billion, nearly doubling from the previous three years, and is expected to continue growing [11]. Stock Price Predictions for 2030 - **Bull Case**: Estimated stock price of $431, assuming AWS maintains an 18% CAGR, e-commerce achieves $30 billion in operating profits, and advertising grows at a 15% CAGR [12][13]. - **Bear Case**: Estimated stock price of $77, based on a lower P/E ratio reflecting a low-growth state despite continued net income growth [15]. - **Baseline Case**: Estimated stock price of $250, with revenue projected to rise from $710 billion in 2025 to $1.153 trillion by 2030, and net income growing from $48.9 billion to $110.7 billion [16][17].
Tommy Hilfiger remixes tradition presenting “A Hilfiger Holiday”
Retail Times· 2025-10-24 12:00
Tommy Hilfiger, which is part of PVH Corp. [NYSE: PVH], presents “A Hilfiger Holiday” campaign, including singer, actress and global style icon JISOO, to celebrate a not-so-ordinary most wonderful time of the year.Building on a legacy of putting a spin on tradition, the campaign captures the Holiday season in full swing. It’s touchdowns in the snow, puppies wrapped in ribbon, and surprise guests pulling up a chair. JISOO steps into the campaign wearing elevated winter themed looks, creating cozy, feminine a ...
Dividend Roundup: General Motors, Nasdaq, Realty Income, and more (VIG:NYSEARCA)
Seeking Alpha· 2025-10-24 12:00
This week's dividend activity included increased payouts from Sunoco (SUN) and Huntington Ingalls (HII) as well as declarations from companies such as General Motors (NYSE:GM) and Nasdaq (NASDAQ:NDAQ). Additionally, looking towards next week, industry players such as Morgan Stanley ( ...
Nucor Corporation (NYSE: NUE) Quarterly Earnings Preview
Financial Modeling Prep· 2025-10-24 12:00
Earnings per Share (EPS) is expected to be $2.16, a 45% increase year-over-year.Projected revenue of approximately $8.15 billion, marking a 9.7% rise year-over-year.Financial metrics indicate a strong market valuation with a P/E ratio of approximately 24.64 and a current ratio of about 2.83.Nucor Corporation (NYSE: NUE) is a prominent player in the steel manufacturing industry, known for its diverse range of steel products. Operating across the United States, Canada, and Mexico, Nucor produces carbon and al ...
DOW INVESTOR DEADLINE TUESDAY: Dow Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit - RGRD
Globenewswire· 2025-10-24 12:00
SAN DIEGO, Oct. 24, 2025 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Dow Inc. (NYSE: DOW) securities between January 30, 2025 and July 23, 2025, all dates inclusive (the “Class Period”), have until this Tuesday, October 28, 2025 to seek appointment as lead plaintiff of the Dow class action lawsuit. Captioned Sarti v. Dow Inc., No. 25-cv-12744 (E.D. Mich.), the Dow class action lawsuit charges Dow, The Dow Chemical Company, a Dow subsidiary, and certain of D ...
Icotrokinra long-term results affirm promise of targeted oral peptide with high rates of durable skin clearance and favorable safety profile in difficult-to-treat scalp and genital psoriasis
Prnewswire· 2025-10-24 12:00
Accessibility StatementSkip Navigation In areas of high impact, 72% of patients with scalp psoriasis and 85% with genital psoriasis treated with icotrokinra achieved site-specific clear or almost clear skin at Week 52 in Phase 3 ICONIC-TOTAL study 67% of patients treated with icotrokinra achieved overall rates of clear or almost clear skin by Week 24, which was maintained through Week 52 Icotrokinra continues to show potential with its standout combination of exceptional skin clearance and favorable safety ...