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MRVL's Margin Pressure Mounts as AI Revenues Rise: Is it Sustainable?
ZACKS· 2025-07-03 16:31
Key Takeaways MRVL's revenues are rising due to strong demand for custom AI XPUs and high bandwidth memory chips. Higher manufacturing costs in AI silicon are driving a continued decline in MRVL's gross margin. MRVL faces stiff competition from AVGO and AMD in custom silicon solutions and AI accelerators.Marvell Technology’s (MRVL) top line is growing on the back of custom AI silicon chips that are experiencing massive traction among hyperscalers. However, Marvell Technology’s gross margin has been moving ...
Hewlett Packard Enterprise (HPE) Up 19.1% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-07-03 16:31
It has been about a month since the last earnings report for Hewlett Packard Enterprise (HPE) . Shares have added about 19.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Hewlett Packard Enterprise due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts.How Have Estimat ...
CrowdStrike (CRWD) Up 7.7% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-07-03 16:31
Group 1 - CrowdStrike Holdings (CRWD) shares have increased by approximately 7.7% over the past month, outperforming the S&P 500 [1] - Recent estimates for CrowdStrike have trended upward, with a consensus estimate shift of -32.3% [2] - CrowdStrike currently holds a Growth Score of B but has an F in Momentum and Value Scores, resulting in an overall VGM Score of F [3] Group 2 - The outlook for CrowdStrike indicates broadly upward trending estimates, with a Zacks Rank of 3 (Hold), suggesting an in-line return expected in the coming months [4] - In the same security industry, SentinelOne (S) has gained 0.9% over the past month, reporting revenues of $229.03 million, a year-over-year increase of +22.9% [5] - SentinelOne is projected to post earnings of $0.03 per share for the current quarter, reflecting a +200% change from the previous year, maintaining a Zacks Rank of 3 (Hold) [6]
Signet (SIG) Up 12.9% Since Last Earnings Report: Can It Continue?
ZACKS· 2025-07-03 16:31
A month has gone by since the last earnings report for Signet (SIG) . Shares have added about 12.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Signet due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out, fresh ...
Why Is HealthEquity (HQY) Down 10.4% Since Last Earnings Report?
ZACKS· 2025-07-03 16:31
A month has gone by since the last earnings report for HealthEquity (HQY) . Shares have lost about 10.4% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is HealthEquity due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns ...
Hims & Hers Health, Inc. (HIMS) Investors Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit
Prnewswire· 2025-07-03 16:31
BENSALEM, Pa., July 3, 2025 /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Hims & Hers Health, Inc. ("Hims" or the "Company") (NYSE: HIMS).IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN HIMS & HERS HEALTH, INC. (HIMS), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE AUGUST 25, 2025 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.Contact the Law Off ...
Tonner Drones Provides H1 2025 Business Update and Strategic Outlook Including Treasury Expansion into Crypto Sector
Globenewswire· 2025-07-03 16:30
Tonner Drones Provides H1 2025 Business Update and Strategic Outlook Including Treasury Expansion into Crypto Sector Paris, July 3, 2025 at 18:30, Tonner Drones (the “Company”) is pleased to provide an update on H1 where many things were developing positively for the company. In H2, Tonner Drones will further decide on its business strategy, while exploring emerging opportunities in the crypto sector to enhance shareholder value. Financial debt reduced by €1,4M from €5,5M to €4,1M.Cash and cash equivalents ...
Is Sterling Infrastructure Still a Buy at Premium Valuation?
ZACKS· 2025-07-03 16:26
Key Takeaways STRL shares trade at a 19.5% premium to the industry average based on the forward 12-month P/E ratio. Data center-related revenues surged nearly 60% in 1Q25, boosting the E-Infrastructure performance. Backlog rose 17% to $2.1B, with $1.2B from E-Infrastructure, supporting future growth and margin strength.Sterling Infrastructure, Inc.’s (STRL) shares are currently trading at a forward 12-month price-to-earnings (P/E) ratio of 25.29, a roughly 19.5% premium to the Zacks Engineering - R and D ...
Is Orchid Stock Worth Buying for Its Lucrative 20.3% Dividend Yield?
ZACKS· 2025-07-03 16:20
Key Takeaways ORC offers a 20.3% dividend yield and has increased payouts three times over five years. Improving loan demand and lower rates may drive stronger returns for ORC's RMBS portfolio. Earnings for 2025 are projected to rise 394.4%, but shares trade at a P/S far above industry average.Orchid Island Capital, Inc. (ORC) has a record of paying out regular dividends, currently yielding a staggering 20.3% compared with the industry average of 12.4%. The company has increased its dividend three times o ...
AMAT vs. KLAC: Which Semiconductor Equipment Stock is the Better Buy?
ZACKS· 2025-07-03 16:20
Key Takeaways KLA Corporation projects 2025 advanced packaging revenues of $850M, up from $500M in 2024. KLAC saw strong 2024 market share in process control, with EPS expected to grow 36.7% in fiscal 2025. AMAT faces China trade curbs and ICAPS slowdown, with EPS projected to rise 9.5% in fiscal 2025.Applied Materials (AMAT) and KLA Corporation (KLAC) are both key players in the semiconductor equipment market, serving distinct roles in the chip manufacturing process. While AMAT develops equipment for dep ...