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Stock Market Sell-Off: 3 Growth Stocks That Are Absurdly Cheap
The Motley Fool· 2025-04-21 11:15
The recent stock market sell-off left nearly all stocks down from their all-time highs. However, some stocks were beaten down before the broader sell-off began, so they look unbelievably cheap now.This opens up a massive buying opportunity for long-term investors, as it's not often that you can scoop up shares this cheap. Three stocks that look like absolute bargains right now are Alphabet (GOOG -1.44%) (GOOGL -1.44%), Taiwan Semiconductor (TSM 0.13%), and Adobe (ADBE 1.26%). All three of these companies ar ...
Axxess and Texas Capital Enter Strategic Partnership to Enable Faster Payer Remittance for Care at Home Providers
Prnewswire· 2025-04-21 11:13
Product Integration to Help Speed Up Payment Reconciliation DALLAS, April 21, 2025 /PRNewswire/ -- Axxess, the leading global technology platform for healthcare at home, and Texas Capital, a full-service financial services firm that delivers customized solutions to businesses, entrepreneurs and individual customers, announced a product integration that will enable faster payment reconciliation for home health and hospice providers. The integration between Texas Capital's RevNow product and Axxess RCM optimi ...
Polyimide Industry Size, Shares & Market Trends Analysis Report 2025-2030 Featuring Key Players DuPont, SABIC, Ube Industries & More
GlobeNewswire News Room· 2025-04-21 11:05
Core Insights - The global polyimide market is projected to reach USD 1.83 billion by 2030, with a CAGR of 9% from 2025 to 2030 [1][10]. - The growth is primarily driven by demand from the electronics and semiconductor sectors, where polyimides are valued for their thermal stability and mechanical properties [2][3]. Market Drivers - The increasing use of smartphones, tablets, and wearable electronics is boosting the demand for flexible polyimide films [3]. - The expansion of data centers and cloud computing necessitates high-performance insulators that can withstand extreme conditions [3]. - In aerospace and automotive industries, polyimides are preferred for their lightweight and durable characteristics, contributing to fuel efficiency and reduced emissions [3]. - The rise of electric vehicles is further increasing the demand for polyimide components in battery systems and motor insulation [3]. Industry Trends - The trend towards miniaturization in various industries is benefiting the polyimide market, as there is a need for materials with excellent dimensional stability at microscopic scales [4]. - The medical device sector is increasingly utilizing polyimides for components that require biocompatibility and sterilization resistance [4]. - The renewable energy sector employs polyimides in solar panels, fuel cells, and energy storage systems due to their durability and resistance to environmental degradation [4]. Regional Insights - The Asia Pacific region dominates the global polyimide market, capturing a significant share due to its strong electronics manufacturing ecosystem [5]. - Key countries such as China, Japan, South Korea, and Taiwan are crucial in the production of semiconductors and consumer electronics, heavily utilizing polyimide materials [5]. - Japan remains a significant producer with companies like UBE Corporation and Kaneka Corporation, while China is rapidly enhancing its manufacturing capabilities [5]. Market Segmentation - The polyimide film segment held the largest revenue share of 68.24% in 2024, with an expected growth rate of 9.4% CAGR [9]. - The electrical & electronics segment led with a revenue share of 47.90% in 2024, while the automotive & transportation segment is projected to grow at a 9.6% CAGR [9]. - Asia Pacific is anticipated to maintain its dominance with a 53.68% market share in 2024, growing at a CAGR of 9.4% [9]. Strategic Developments - In December 2023, Arkema acquired a 54% stake in PIAM, South Korea's leading polyimide film producer, which is expected to drive a 13% annual growth in PIAM's sales due to rising demand in 5G antennas, OLED displays, flexible screens, and electric vehicles [9].
Applied Digital: AI Data Center Hype or Real Value?
MarketBeat· 2025-04-21 11:01
Core Insights - Applied Digital Inc. has shifted its focus from cryptocurrency mining hosting to artificial intelligence (AI) and high-performance computing (HPC) workloads, reflecting a strategic pivot in its business model [1][11] - The company is currently constructing its first AI data center in Ellendale, North Dakota, with plans for additional facilities, aiming to meet the growing demand for AI data center capacity [7][8] - Applied Digital's stock has experienced volatility, with a significant drop in value despite the hype surrounding AI data centers, raising questions about the company's execution and ability to secure major clients [2][11] Company Performance - For fiscal Q3 2025, Applied Digital reported an earnings per share (EPS) loss of $0.08, which was better than consensus estimates by $0.02, while revenues grew 22.1% year-over-year to $52.92 million, falling short of the expected $64.82 million [9][10] - The Data Center Hosting business generated $35.2 million, down 7% year-over-year, while the Cloud Services business saw a significant increase of 220% year-over-year to $17.8 million, although this segment is planned for sale [10] Industry Context - The demand for AI data centers is being driven by major hyperscalers like Meta, Microsoft, Amazon, Alphabet, and Oracle, all of which are investing heavily in expanding their AI data center capabilities [6][5] - AI data centers require specialized infrastructure to handle higher electrical capacities and advanced cooling solutions, differentiating them from traditional data centers [4][3] Future Outlook - Macquarie Asset Management plans to invest $5 billion to support Applied Digital's AI data center initiatives, which will help build up to 2 GW of capacity [4] - Analysts have set a 12-month stock price forecast for Applied Digital at $10.67, indicating a potential upside of 170.73% from the current price of $3.94 [9]
Badger Meter Q1 Earnings Beat on Solid Revenue Growth, Shares Soar 10%
ZACKS· 2025-04-21 10:45
Badger Meter, Inc. (BMI) reported earnings per share (EPS) of $1.30 for first-quarter 2025, which beat the Zacks Consensus Estimate by 20.4%. Also, the bottom line compared favorably with the year-ago quarter’s EPS of 99 cents. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Quarterly net sales were $222.2 million, up 13% from $196.3 million in the year-ago quarter, driven by higher utility water sales and the initial contribution from the SmartCover acquisition. The expansion not only ...
IBTA INVESTOR NOTICE: Ibotta, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Prnewswire· 2025-04-21 10:33
SAN DIEGO, April 21, 2025 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Ibotta, Inc. (NYSE: IBTA) publicly traded securities pursuant and/or traceable to Ibotta's registration statement and related prospectus issued in connection with Ibotta's initial public offering ("IPO") held on or around April 18, 2024, have until June 16, 2025 to seek appointment as lead plaintiff of the Ibotta class action lawsuit.  Captioned Fortune v. Ibotta, Inc., No. 25 ...
The Elephant In The Room - March Dividend Income Report
Seeking Alpha· 2025-04-21 10:30
My name is Mike and I’m the author of The Dividend Guy Blog & The Dividend Monk along with the owner and portfolio manager here at Dividend Stocks Rock (DSR). I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children. I started my online venture to educate people about investing and to be able to spend more time with my family. I started my career in the financial indu ...
ZBIO INVESTOR NOTICE: Zenas BioPharma, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Prnewswire· 2025-04-21 10:30
SAN DIEGO, April 21, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Zenas BioPharma, Inc. (NASDAQ: ZBIO) securities pursuant and/or traceable to Zenas BioPharma's registration statement issued in connection with Zenas BioPharma's initial public offering ("IPO") held on or around September 13, 2024, and were damaged thereby, have until June 16, 2025 to seek appointment as lead plaintiff of the Zenas BioPharma class action lawsuit.  Captioned Buathongsri v. Zen ...
Hertz: A Value Analysis After The Bill Ackman Rally
Seeking Alpha· 2025-04-21 10:23
Core Viewpoint - Hertz Global Holdings experienced a significant stock rally of over 44% following the announcement by hedge fund billionaire Bill Ackman of acquiring a 20% stake in the company [1]. Group 1 - The stock price surge indicates strong market interest and potential investor confidence in Hertz following Ackman's investment [1]. - Bill Ackman's involvement may signal a strategic shift or upcoming changes within Hertz that could enhance its market position [1].
Bear of the Day: AST SpaceMobile (ASTS)
ZACKS· 2025-04-21 10:20
Core Viewpoint - AST SpaceMobile is positioning itself as a leader in the satellite communications industry by providing cellular broadband connectivity directly to standard smartphones from space, aiming to create the world's first global cellular broadband network in space [1][2]. Company Overview - AST SpaceMobile is valued at $7.4 billion and focuses on specialized communications satellites [1]. - The company has a significant patent portfolio with over 3,450 patents and patent-pending claims supporting its technology [3]. Technology and Service - The SpaceMobile Service will utilize a constellation of high-powered, large phased-array satellites in low Earth orbit (LEO) to provide connectivity in areas lacking terrestrial network coverage [2]. - The initial deployment of five commercial satellites, named BlueBirds, is designed to connect directly to standard smartphones at broadband speeds, eliminating the need for special equipment [3][4]. Market Competition - AST SpaceMobile competes with established players like SpaceX's Starlink but has shown impressive growth since its first satellite launch six years ago and its public listing in 2021 [4]. Financial Performance - Projected sales for the current year are expected to increase by over 1,200%, from $4.4 million to $59 million, with further growth anticipated next year to over $275 million, representing a 370% increase [5]. - The stock is currently trading at a price-to-sales ratio of 125X for this year and is expected to drop to 27X next year [5]. Profit Outlook - Despite a high price-to-sales valuation, AST SpaceMobile's stock has received a Zacks 5 Rank due to a disappointing Q4 report, where revenue fell short of expectations [6]. - The company reported a net loss of $35.9 million for the quarter, an increase from a loss of $31.9 million in the same quarter the previous year [7]. - Analysts have adjusted the 2025 EPS consensus down by 12% following the report, indicating a projected loss of $0.74 [8].