NEW YORK, Aug. 20, 2025 (GLOBE NEWSWIRE) -- Wolf Haldenstein Adler Freeman & Herz LLP announces that a securities class action lawsuit has been filed in the United States District Court for District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired of SelectQuote, Inc. (NYSE: SLQT) (“SelectQuote or the “Company”) securities between September 9, 2020 and May 1, 2025, inclusive (the “Class Period”). PLEASE CLICK HERE TO JOIN THE CASE AND SUBM ...

Over the past several weeks, as the majority of the S&P 500 reports calendar Q2 earnings, one theme in the markets is resonating clearly: Investors are rushing into the safety of large-cap tech stocks while leaving small and mid-cap growth stocks in theWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...

Image source: The Motley Fool.Wednesday, Aug. 20, 2025 at 8:15 a.m. ETCall participantsChief Executive Officer and Vice Chairman — Tao ZouChief Financial Officer — Lili LiInvestor Relations — Nicole ShanNeed a quote from a Motley Fool analyst? Email [email protected] RisksChief Executive Officer Tao Zou stated, "in the longer term, if there's going to be, for example, like a killer app Gen AI application, where the inference demand for our customers experienced explosive growth and then the demand from the ...

Group 1 - The focus has shifted from primarily tech stocks to include offshore drilling, supply industry, and shipping sectors such as tankers, containers, and dry bulk [1] - There is an emerging interest in the fuel cell industry, which is still in its nascent stage [1] Group 2 - The individual has a background in auditing with PricewaterhouseCoopers and transitioned to day trading nearly 20 years ago [2] - The experience includes navigating significant market events such as the dotcom bubble, the aftermath of the World Trade Center attacks, and the subprime crisis [2]

Key Takeaways Ancora Holdings criticizes CSX's deteriorating performance under CEO Joe Hinrichs.CSX's operating ratio worsened from 58% in 2022 to about 67% year to date 2025.Ancora Holdings urges CSX to explore merger options with BNSF or CP to boost shareholder value.CSX Corporation (CSX) is currently grabbing everyone’s eyeballs after facing criticism from its investors due to its lackluster performance and failure to engage in merger talks to strengthen its foothold in the railroad industry.In a letter ...

Target shares tanked 7% after it tapped a longtime insider as its new chief executive – sorely disappointing investors who had hoped the struggling “cheap chic” retailer would lure a retail guru from outside.Michael Fiddelke, the 49-year-old chief operating officer of the “cheap chic” retailer, will take the helm Feb. 1 to replace CEO Brian Cornell who will step into the board’s executive chairman role, the company said Wednesday.Cornell, 66, who led the company for a decade, said: “There is no one better s ...

Core Viewpoint - Arthur J. Gallagher & Co. (AJG) is experiencing a short-term bearish trend as it trades below its 50-day simple moving average (SMA), which is a key indicator for identifying support and resistance levels [1] Price Performance - AJG shares have increased by 6.1% year-to-date, contrasting with a 13.9% decline in the industry. The Finance sector and the Zacks S&P 500 Composite have risen by 10.7% and 9.6%, respectively, during the same period [2] - The market capitalization of AJG stands at $77.2 billion, with an average trading volume of 1.5 million shares over the last three months [2] Valuation Metrics - AJG shares are trading at a price-to-book value of 3.35X, which is lower than the industry average of 4.31X, indicating that the shares are affordable compared to peers [4] Growth Projections - AJG has posted a 15% revenue compound annual growth rate (CAGR) from 2019 to 2024, with margins expanding to 33.3%. The company has completed 770 acquisitions since 2002, contributing to its inorganic growth [8][15] - The Zacks Consensus Estimate for 2025 revenues is $13.7 billion, reflecting a year-over-year increase of 20.8%. Current-year earnings are estimated at $10.98 per share, suggesting an 8.8% growth from the previous year [9] - Analysts project a 23% increase in earnings per share and a 22.8% increase in revenues for 2026 [9] Analyst Sentiment - Analysts have recently lowered their estimates for 2025 earnings, with a 0.2% decrease in the past week and a 0.1% decrease over the past month [11] Operational Insights - AJG's organic growth is expected to be between 6% and 8% in both the Brokerage and Risk Management segments for 2025, with an adjusted EBITDAC margin of 20.5% [14] - The company’s international operations currently account for about one-third of its revenues, with expectations for further growth in this area [16] Profitability Challenges - Rising expenses have impacted AJG's profitability, with net margin declining to 10.9% in Q2 2025 from 13.3% year-over-year [17] - Total debt has reached $13 billion, with a debt-to-capital ratio of 35.87, which is favorable compared to the industry average of 50.12 [18] - Return on equity has fallen to 13.2%, down 610 basis points year-over-year, indicating inefficiencies in utilizing shareholders' funds [19] Shareholder Value - AJG has raised its dividend five times in the past five years, achieving a five-year annualized growth of 7.9% and maintaining a payout ratio of 25% [20] Conclusion - AJG's strong global presence, client retention, and strategic acquisitions provide a solid foundation for growth in the insurance brokerage and risk management sectors. However, increasing expenses, high debt levels, and declining return metrics are beginning to affect profitability, which may temper near-term performance [21]

Core Insights - Masimo (MASI) received FDA 510(k) clearance for expanded indications of its O3 Regional Oximetry, which now includes delta hemoglobin parameters to track changes in hemoglobin levels, enhancing the ability to identify causes of tissue oxygen saturation shifts [1][6] - The O3 platform, built on Masimo's Root platform, utilizes near-infrared spectroscopy to measure continuous regional oxygen saturation (rSO2), providing deeper insights into oxygen imbalances and aiding precise clinical interventions [2][7] - The FDA approval broadens the clinical utility of O3 across all patient populations, including pediatrics and neonates, making it more valuable in critical care settings [4][8] Company Performance - Following the FDA announcement, MASI shares declined by 4.6% at market close, with a year-to-date loss of 11.2%, compared to the industry decline of 7.6% and a 9.5% gain in the S&P 500 [3] - Masimo currently has a market capitalization of $8.36 million and reported an earnings surprise of 8.13% in the last quarter [5] Industry Outlook - The FDA clearance is expected to act as a growth catalyst for Masimo by enhancing the adoption of its O3 platform and driving recurring revenue from monitoring solutions, positioning the company to capture a larger share of the high-margin brain and tissue monitoring market [4] - The global cerebral oximetry monitoring market was valued at $239.4 million in 2024 and is projected to grow at a CAGR of 6.7% from 2025 to 2034, driven by the increasing prevalence of neurological ailments and surgeries [10]

Core Insights - BetMGM has launched a suite of new features for its mobile app aimed at enhancing user experience ahead of the football season, focusing on speed and seamlessness in betting processes [1][5] Company Overview - BetMGM is a leading sports betting and gaming entertainment company, formed through a partnership between MGM Resorts International and Entain Plc, and has exclusive access to MGM's U.S. sports betting and online gaming operations [4] Product Enhancements - The new app features include a faster user interface, easier market discovery with a scrollable display, and new parlay builders for quick bet creation [5] - A live same-game parlay feature will be introduced for the professional football season, allowing real-time betting during games [5] - A redesigned rewards dashboard will provide players with a centralized view of their rewards points and tier progress, enhancing transparency [5] - Players can now research teams and players within the app, accessing real-time insights powered by extensive data analytics [5] - The app's visual design has been upgraded to reflect a modern aesthetic with a dark theme [5] Responsible Gaming - BetMGM emphasizes responsible gaming, integrating the GameSense program to provide resources for customers to play responsibly, ensuring a safe digital experience [2]

Core Insights - Dell Technologies' Client Solutions Group (CSG) is experiencing growth, particularly in the commercial PC market, which includes notebooks, desktops, workstations, and peripherals for enterprise customers [1] Group 1: Financial Performance - The commercial PC segment's growth is a critical driver for Dell's CSG, with a 5% revenue increase to $12.5 billion in Q1 of fiscal 2026 [2] - Commercial Client revenues increased 9% year over year to $11.04 billion in the fiscal first quarter [2] - Dell's shares have gained 17.4% year to date, outperforming the broader Zacks Computer & Technology sector's return of 13.9% [9] Group 2: Market Dynamics - Dell is benefiting from the recovering demand driven by the PC-refresh cycle, particularly with enterprise customers upgrading to new AI-capable Windows 11 devices [3] - The strongest demand for Dell's commercial PCs is in North America, where it holds a 32.4% market share [4] - Regions like EMEA and APJ have seen double-digit growth in Q1 of fiscal 2026, showcasing Dell's ability to cater to diverse markets globally [4] Group 3: Product Innovation - Product innovations, including a streamlined AI PC portfolio with advanced processors, longer battery life, and enterprise-grade security, have positioned Dell as a leader in the AI era [5] - The growing interest in generative AI-enabled PCs is expected to drive fresh demand for PCs in the coming years, benefiting competitors like HP [6][7] Group 4: Competitive Landscape - Dell faces stiff competition from HP and Apple, with HP focusing on launching innovative products and Apple benefiting from strong demand for its M4 chip series [6][8] - Apple's Mac sales reached $8.05 billion in Q3 of fiscal 2025, reflecting a 14.8% year-over-year increase [8] Group 5: Valuation and Estimates - Dell's forward 12-month Price/Sales ratio is 0.85X, significantly lower than the Computer & Technology sector's 6.74X [12] - The Zacks Consensus Estimate for Q2 fiscal 2026 earnings is $2.28 per share, indicating a year-over-year increase of 20.63% [14]