S&P Global (SPGI) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings p ...

Investors might want to bet on Rithm (RITM) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.The power of a changin ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

Investors might want to bet on Apogee Enterprises (APOG) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a cha ...

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Core Viewpoint - Palantir's stock has faced criticism from Citron Research, which argues that the stock remains overvalued despite a significant drop in price, with a current trading value of $173.10, down 2.3% for the day, but up 130% year to date [1][3]. Group 1: Valuation Concerns - Citron Research claims that Palantir's valuation exceeds its fundamentals, suggesting that if priced similarly to OpenAI, the stock would be around $40, which they do not consider a bargain [4]. - The bearish sentiment is reinforced by comments from OpenAI CEO Sam Altman, who described the AI market as a bubble, raising concerns about sustainable valuations in the sector [3]. Group 2: Insider Selling - Citron highlighted significant insider selling, noting that CEO Alex Karp has sold nearly $2 billion worth of stock over the past two years, labeling him as one of the most aggressive insiders in the tech sector [5]. Group 3: Mixed Analyst Opinions - Despite the bearish outlook from Citron, some analysts have raised their price targets for Palantir, with Wedbush's Dan Ives increasing his target from $160 to $200, citing strong second-quarter results and growing adoption of its AI suite [6]. - Palantir reported a 78% increase in earnings per share, surpassing $1 billion in revenue for the first time, with operating income of $464.4 million and free cash flow of $568.8 million, exceeding Wall Street estimates [7]. - Other analysts, including D.A. Davidson and Mizuho, have also revised their targets upward, indicating a generally positive sentiment among some market participants [8].

Core Viewpoint - Drexel Morgan & Co. has significantly increased its investment in United Parcel Service (UPS) by purchasing 100,000 shares, reflecting a bullish outlook on the company's future performance and dividend sustainability [2][3][8]. Investment Activity - The investment firm acquired 100,000 shares of UPS, with an estimated transaction value of approximately $9.86 million based on the average share price in Q2 2025 [2][3]. - Following this transaction, Drexel Morgan's total stake in UPS increased to 309,765 shares, valued at $27.08 million as of August 12, 2025 [2][3]. - UPS now constitutes 4.8% of Drexel Morgan's 13F reportable assets, which total $563.16 million as of the same date [3][4]. Company Performance - As of August 12, 2025, UPS shares were priced at $87.43, reflecting a decline of 29.4% over the past year, underperforming the S&P 500 by 47.2 percentage points [4]. - UPS has a market capitalization of $73.94 billion and reported revenue of $90.17 billion with a net income of $5.73 billion for the trailing twelve months (TTM) [5]. - The company offers a dividend yield of 7.48% as of August 12, 2025, with a forward P/E ratio of 11.91 [4][5]. Business Overview - UPS operates as a global leader in integrated freight and logistics, providing package delivery, transportation, logistics, and supply chain solutions across approximately 200 countries and territories [5][7]. - The company serves a diverse customer base, including individuals, small businesses, and large enterprises, with a focus on time-definite package delivery services and value-added logistics solutions [6][7]. Strategic Insights - Drexel Morgan's acquisition of UPS shares indicates a preference for large-capitalization, dividend-paying stocks, which aligns with its investment strategy [8]. - UPS's management has committed to significant capital allocation, including $1 billion for stock buybacks and $5.5 billion for dividends in 2025, amidst a challenging trading environment [9][10].

Core Insights - Microsoft is experiencing significant growth in its Azure platform, with cloud revenues increasing by 27% year-over-year to $46.7 billion in Q4 fiscal 2025, driven by a 39% rise in Azure and other cloud services [1][10] - Azure's annual revenues have surpassed $75 billion, making it the largest contributor to Microsoft's overall revenue growth, which reached $76.4 billion in Q4, an 18% increase from the previous year [2][10] - The growth momentum is attributed to enterprises migrating legacy workloads, scaling cloud-native applications, and deploying AI-driven solutions, with over 14,000 customers utilizing Azure AI Foundry for generative AI models [3] Financial Performance - Microsoft's capital expenditures reached a record $24.2 billion in the quarter, with plans to increase to $30 billion in Q1 fiscal 2026, potentially reaching $120 billion annually [4] - The Zacks Consensus Estimate projects revenue growth of 13.8% for fiscal 2026 and 14.3% for fiscal 2027 [5] Competitive Landscape - Amazon Web Services (AWS) maintains a leading position in the cloud infrastructure market with a 30-32% global market share, but faces increasing competition from Microsoft and Google due to their rapid advancements in AI-driven cloud services [6] - Google Cloud Platform (GCP) is emerging as a strong competitor, reporting $13.62 billion in revenues for Q2 2025, a 31.7% year-over-year increase, with an annual run rate exceeding $50 billion [7] Stock Performance and Valuation - Microsoft shares have appreciated 23.4% year-to-date, outperforming the Zacks Computer – Software industry and the broader Computer and Technology sector [8] - The stock is currently trading at a forward Price/Sales ratio of 11.83X, compared to the industry's 8.69X, indicating a premium valuation [11] - The Zacks Consensus Estimate for fiscal 2026 earnings is $15.32 per share, reflecting a 12.32% year-over-year growth [14]

Shares of Summit Midstream Corporation (SMC) have lost 14.6% since reporting second-quarter 2025 results, sharply underperforming the S&P 500 index’s 1% growth. Over the past month, the stock has fallen 18.4% against a 2.5% rally for the broader market, highlighting investor concerns about the company’s near-term performance despite ongoing strategic initiatives.Revenue & Earnings PerformanceSummit Midstream posted second-quarter revenues of $140.2 million, up 38% from $101.3 million in the year-ago period, ...

SAN DIEGO, Aug. 18, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP announces that it is investigating potential claims on behalf of investors of Nutex Health Inc. (NASDAQ: NUTX) regarding possible violations of federal securities laws. Investors who purchased Nutex Health securities may be eligible to recover losses stemming from alleged misrepresentations and omissions made by the company and its executives. What if I purchased Nutex Health securities? If you incurred significant losses and want to determin ...