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TriMas Corporation: Still A Good Catalyst In Play
Seeking Alpha· 2025-06-16 19:08
Back in January of this year, one company that I came out as bullish about was TriMas Corporation (NASDAQ: TRS ). On its own, the firm seemed to be slightly undervalued. However, I also identified it as a catalystCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P ...
DEADLINE APPROACHING: Berger Montague Advises Civitas Resources (NYSE: CIVI) Investors to Inquire About a Securities Fraud Class Action by July 1, 2025
GlobeNewswire News Room· 2025-06-16 19:06
PHILADELPHIA, June 16, 2025 (GLOBE NEWSWIRE) -- Berger Montague PC advises investors that a securities class action lawsuit has been filed against Civitas Resources, Inc. (“Civitas” or the “Company”) (NYSE: CIVI) on behalf of purchasers of Civitas securities between February 27, 2024 through February 24, 2025, inclusive (the “Class Period”). Investor Deadline: Investors who purchased or acquired Civitas securities during the Class Period may, no later than JULY 1, 2025, seek to be appointed as a lead plaint ...
Semis to See Macro, Geopolitical Headwinds in 2025: 2 Stocks
ZACKS· 2025-06-16 19:01
The analog/mixed signal semiconductor market as a whole should continue to grow this year, following a very strong 2024. Macro and geopolitical developments, particularly with respect to China given the industry’s dependence on it keep us cautious despite the fact that we are currently in a growth cycle in semiconductors. We think there may be opportunity in Semtech Corp. (SMTC) and Analog Devices (ADI) . The World Semiconductor Trade Statistics (WSTS), which supplies data to the Semiconductor Industry Asso ...
How Have These 3 Chip Heavyweights Been Doing?
Schaeffers Investment Research· 2025-06-16 18:56
Advanced Micro Devices Inc (NASDAQ:AMD) scored a price-target hike from Piper Sandler to $140 from $125 earlier, and was last seen leading the S&P 500 Index (SPX). Now looks like an great time to check in with the semiconductor giant, as well as sector  peers Micron Technology Inc (NASDAQ:MU) and Qualcomm Inc (NASDAQ:QCOM). AMD is up 9.7% to trade at $127.42 at last glance, set to snap a three-day losing streak with its biggest single-day percentage gain since April 9. Shares also eyeing their highest close ...
MIND Incurs Q1 Loss Amid Shipment Delays, Stock Down 11%
ZACKS· 2025-06-16 18:56
Shares of MIND Technology, Inc. (MIND) have declined 10.6% since the company reported its fiscal first quarter earnings for the period ended April 30, 2025, significantly underperforming the S&P 500 index, which dipped just 0.5% over the same timeframe. Over the past month, the stock has retreated 4.9% compared to the broader market’s modest gain of 0.5%.For the first quarter of fiscal 2026, MIND incurred a net loss of 12 cents per share compared to breakeven earnings per share in the year-ago quarter. The ...
Galileo Transforms SoFi Into the Backbone of Embedded Finance
ZACKS· 2025-06-16 18:56
Key Takeaways Galileo enables embedded payments and lending, helping SOFI diversify beyond consumer lending. Galileo adoption boosts SOFI's monetization potential as the digital banking market nears $165B by 2032. SOFI trades at 37.2X forward earnings vs. the industry's 17.98, despite an 8.5% YTD stock decline.Galileo, the B2B financial services arm of SoFi Technologies, Inc. (SOFI) , is emerging as a key engine of growth in the rapidly expanding embedded finance market. By offering seamless payment and l ...
Palantir Defies Bears, Leads S&P 500 in 2025
MarketBeat· 2025-06-16 18:51
Core Viewpoint - Palantir Technologies Inc. (PLTR) is experiencing significant stock performance, being the best-performing stock in the S&P 500, with an increase of over 89% in 2025, trading at $142.05 as of June 16, 2025 [1][2]. Group 1: Stock Performance and Market Dynamics - The immediate catalyst for PLTR's stock movement is the ongoing conflict between Israel and Iran, with speculation about the use of Palantir's technology in the region, although there is no confirmation [2]. - Institutional investment in Palantir has risen over the last three quarters, yet retail investors are primarily driving the stock's upward trend, with institutional ownership around 45% [5]. - On July 13, PLTR stock saw a trading volume of over 93 million shares, surpassing its average of 80.86 million shares, indicating strong liquidity [6]. Group 2: Company Technology and Market Position - Palantir is recognized for its data analytics capabilities, integrating data from various sources, including centralized databases like Amazon Web Services and Google Cloud, as well as decentralized systems like public blockchains [7][8]. - The company is also involved in the U.S. Department of Defense's operations and is part of the proposed Golden Dome missile defense system [3]. Group 3: Valuation and Analyst Ratings - The current P/E ratio for PLTR is 750.55, indicating a high valuation, with a consensus price target of $86.30, suggesting a potential downside of 39.54% from the current price [2][10]. - Earnings are projected to increase by about 10% over the next 12 months, but this growth may not justify the current valuation according to some analysts [11]. - Despite the high valuation, analysts note that the floor for PLTR stock is moving higher, which supports a long-term buy-and-hold strategy [12].
Champions Oncology: Biological IP Is The Real Asset - Not Preclinical Services
Seeking Alpha· 2025-06-16 18:47
Champions Oncology (NASDAQ: CSBR ) is a specialized platform that provides preclinical research services on oncology. The business is at a critical inflection point, slowly evolving its business model by monetizing its unique data asset through licensing. I believe this wouldI am currently working as an investment analyst at a family office. My specialty is identifying high-quality and/or severely mispriced investment ideas. I believe that a great investment idea would "jump" at you intuitively and it comes ...
Why Advanced Micro Devices Rallied Today
The Motley Fool· 2025-06-16 18:39
Shares of artificial intelligence (AI) chipmaker Advanced Micro Devices (AMD 8.81%) rallied 9.8% on Monday, as of 12:43 p.m. ETAMD made some big product announcements last week, especially around AI. Today, a Wall Street analyst wrote his positive conclusion on the event, and revealed some positive industry data in the PC space, too.Piper Sandler sees a snap-back in PC demand, GPUsLast week's big event centered on AMD's new Instinct MI350 accelerators, and upcoming MI400 "Helios" racks, which will be availa ...
Unusual Machines: High Risk, But Momentum Could Drive Further Upside
Seeking Alpha· 2025-06-16 18:39
Unusual Machines (NYSE: UMAC ) manufactures and sells small drones and components, positioning the company to capitalize on a government desire for sovereign manufacturing capabilities. While Unusual Machines' focus has historically been on retail sales, the company is trying to move into component manufacturing. This couldRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena ...