Core Insights - Monday.com Ltd. is experiencing a decline in share price due to growth concerns stemming from decreased SEO-driven traffic and increased marketing costs [1][3] - Bank of America Securities analyst Matt Bullock downgraded the stock from Buy to Neutral and reduced the price target from $240 to $205 [1][3] Traffic Trends - SEO-driven visits fell by 23.5% year-over-year in Q2 2025, worsening to a 25.3% decline in July, attributed to Google's AI Overviews rollout [2] - Less than 30% of signups originate from Google, prompting the analyst to utilize Similarweb data to assess growth impact [2] Revenue Estimates - Despite a 30% decline in shares since Q2 earnings, ongoing challenges and AI-related search risks have led to a balanced risk/reward outlook [3] - Revenue estimates for 2026 have been trimmed, with a price target cut to $205 from $240 [3] - If July 2025 traffic trends continue, Monday.com may face significant self-serve headwinds in H2 2025 and 2026 [3] ARR Impact - Bullock's analysis suggests a projected 5.2% decline in self-serve gross Annual Recurring Revenue (ARR) for 2026, resulting in approximately a 2-point drag on total gross ARR for that year [4] Current Stock Performance - As of the latest update, Monday.com shares are trading down by 1.33% at $171.07 [4]

Agriculture machinery manufacturers see me as one of their bulls. In particular, you probably know I frequently cover the three main Western manufacturers: Deere ( DE ), CNH Industrial ( CNH ), and AGCO Corporation (I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high ret ...

Core Insights - Walmart Inc. reported second-quarter fiscal 2026 results, with total revenues of $177.4 billion, exceeding the Zacks Consensus Estimate of $175.5 billion, while adjusted earnings per share (EPS) of 68 cents missed the estimate of 73 cents [1][3][11] - The company raised its fiscal 2026 net sales and adjusted EPS guidance, now expecting net sales growth of 3.75-4.75% and adjusted EPS in the range of $2.52-$2.62 [1][17] Financial Performance - Total revenues increased by 4.8% year over year, with a constant-currency growth of 5.6%, reflecting strong performance across all business segments [3][11] - Adjusted EPS rose 1.5% from the previous year, but fell short of expectations [3][11] - Operating income decreased by 8.2% year over year to $7.3 billion, impacted by legal and restructuring costs, although adjusted operating income increased by 0.4% [7][11] Segment Performance - Walmart U.S. segment net sales grew 4.8% to $120.9 billion, driven by grocery and health & wellness sales, with e-commerce sales rising 26% [8][9] - Walmart International segment net sales increased by 5.5% to $31.2 billion, with a 10.5% increase on a constant-currency basis, supported by strong performance in China and Flipkart [10][11] - Sam's Club U.S. segment net sales rose 6% to $21.2 billion, with e-commerce sales increasing by 26% [12][13] E-commerce and Digital Growth - Global e-commerce sales surged 25%, attributed to store-fulfilled pickup and delivery services [4][11] - Membership income increased by 15.3% globally, while advertising revenue advanced by 46% [4][11] Operating Metrics - Consolidated gross profit margin expanded by 4 basis points to 24.5%, supported by strong inventory management [5][11] - Operating expenses deleveraged by 64 basis points due to higher self-insured liability claims and technology investments [6][11] Future Outlook - For the third quarter of fiscal 2026, Walmart expects consolidated net sales growth of 3.75-4.75% and operating income growth of 3-6% [16][17] - The company anticipates net interest expenses to increase by $100-$200 million [17]

Key Takeaways B2Gold produced 229,454 ounces in Q2 2025, up 12.3% year over year and ahead of expectations.Goose Mine achieved its first gold pour, with commercial production set to ramp in Q3 2025.BTG forecasts 2025 sales of $3.21B, up 68.7% year over year, and EPS growth of 262.5%.B2Gold Corp. (BTG) delivered a strong second quarter in 2025, reporting consolidated gold production of 229,454 ounces, up 12.3% year over year and ahead of expectations. The solid results reflected strong performance across all ...

NEW YORK, Aug. 21, 2025 /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws and/or breaches of fiduciary duties to shareholders relating to:Dayforce, Inc. (NYSE: DAY)'s sale to Thoma Bravo for $70.00 per share in cash. If you are a Dayforce shareholder, click here to learn more about your rights and options.Black Hills Corp. (NYSE: BKH)'s merger with NorthWestern Energy Group, Inc. Upon completion of ...

U.S. stocks traded lower midway through trading, with the Dow Jones index falling around 50 points on Thursday.The Dow traded down 0.62% to 44,660.91 while the NASDAQ fell 0.74% to 21,016.48. The S&P 500 also fell, dropping, 0.66% to 6,353.29.Check This Out: How To Earn $500 A Month From Intuit Stock Ahead Of Q4 EarningsLeading and Lagging SectorsHealth care shares jumped by 0.7% on Thursday.In trading on Thursday, consumer staples stocks fell by 0.9%.Top HeadlineShares of Walmart Inc. WMT fell 4% on Thursd ...

NEW YORK, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  The Trade Desk, Inc. (“TTD” or the “Company”) (NASDAQ: TTD).  Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether TTD and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] After the market cl ...

NEW YORK, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of  Fortinet, Inc. (“Fortinet” or the “Company”) (NASDAQ: FTNT). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether Fortinet and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On August 6, 20 ...

NEW YORK, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of PubMatic, Inc. (“PubMatic” or the “Company”) (NASDAQ: PUBM).   Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether PubMatic and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On August 11, 2 ...

NEW YORK, Aug. 21, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Spirit Aviation Holdings, Inc. (“Spirit” or the “Company”) (NYSE: FLYY). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980.    The investigation concerns whether Spirit and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On ...