Key Takeaways SKYT is gaining traction through new tech platforms, quantum projects and the Fab 25 acquisition plan. SKYT's forward P/S of 1.17X and value score of B make it attractive versus MRVL's 6.61X and value score of D. MRVL faces margin pressure from lower-margin custom silicon and softness in industrial segments.SkyWater Technology (SKYT) and Marvell Technology (MRVL) are both active players in the semiconductor space, with SKYT focusing on specialty foundry services and MRVL leading in custom si ...

NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces the filing of a class action lawsuit on behalf of purchasers of securities of Vestis Corporation (NYSE: VSTS) between May 2, 2024 and May 6, 2025, both dates inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 8, 2025. SO WHAT: If you purchased Vestis securities during the Class Period yo ...

Core Insights - Novo Nordisk (NVO) shares have increased by 5.8% in a week due to an activist hedge fund, Parvus Asset Management, acquiring a stake and a positive update on the obesity candidate amycretin [1][11] - The company is advancing amycretin into late-stage development, with plans to initiate the phase III program in Q1 2026 [2] - Novo Nordisk is expanding its obesity pipeline to maintain its market leadership amid rising competition from Eli Lilly and others [3][11] Company Developments - CVS Caremark has made Wegovy, Novo Nordisk's weight-loss drug, its preferred GLP-1 therapy for weight loss, effective July 1, enhancing NVO's competitive position [4] - The company is focusing on next-generation drugs for obesity, including CagriSema and monlunabant, with significant investments in manufacturing capacity [12][13] - Recent setbacks in the pipeline have led to a 26.1% decline in stock price over the past six months, despite recent recovery [14] Market Position - Novo Nordisk holds a 33.3% share in the global diabetes market and a 54% share in the GLP-1 segment as of Q1 2025 [7] - Wegovy revenues surged by 83% to DKK 17.4 billion in Q1 2025, driven by strong prescription growth [8] - The obesity market is projected to reach $100 billion by 2030, intensifying competition from companies like Eli Lilly, Amgen, and Viking Therapeutics [16][17] Financial Performance - Year-to-date, Novo Nordisk shares have decreased by 7.2%, underperforming the industry and S&P 500 [18] - The stock is currently trading at a price/earnings ratio of 18.99, higher than the industry average of 15.64, but below its five-year mean of 29.25 [20] - Earnings estimates for 2025 and 2026 have improved slightly, indicating potential for future growth [25] Strategic Outlook - The company is actively working on expanding the indications for its semaglutide products, which could significantly increase the patient pool and drive future revenues [32] - Despite past setbacks, the company is viewed as having long-term potential due to strong revenue growth from its key products [31][32] - Investors are advised to hold positions for long-term gains, while short-term investors may want to avoid the stock due to volatility [33]

BofA Securities analyst Michael Feniger maintained a Buy Rating on Caterpillar, Inc. CAT on Monday, with a price target of $385.Caterpillar’s Energy & Transportation (E&T) segment contributes about 40% of sales to overall to the company, Feniger noted.Given its diverse portfolio, it’s also the least-understood segment within Caterpillar, he added.Also Read: BofA Securities Stays Bullish On Caterpillar: ‘Surprisingly Durable’ US Economy, Global MomentumCaterpillar’s E&T segment is expected to drive the compa ...

Core Insights - Ralph Lauren Corporation (RL) and PVH Corporation (PVH) are significant players in the Textile-Apparel industry, each with unique strategies and brand identities [1][2] - Both companies are adapting to evolving global consumer demands through digital innovation, supply chain agility, and direct-to-consumer expansion [2][3] Ralph Lauren (RL) Overview - Ralph Lauren is focusing on brand elevation, geographic diversification, and personalized promotions to support growth and cost management [4][5] - The company anticipates low-single-digit revenue growth in constant currency for fiscal 2026, with stronger momentum expected in the first half [6] - Gross margin is projected to remain flat, with AUR growth and lower cotton costs offsetting headwinds from higher tariffs [7] - RL's fiscal 2026 sales and EPS are expected to grow by 3.5% and 10.9% year-over-year, respectively [13] PVH Overview - PVH holds a dominant position in the premium and lifestyle apparel industry, with a diversified business model that includes direct-to-consumer, wholesale, and licensing [8][9] - The company is advancing its PVH+ Plan, focusing on brand elevation, digital acceleration, and operational efficiency, but faces macro pressures and shipment delays [10][12] - PVH's fiscal 2025 sales are projected to grow by 1.4%, while EPS is expected to decline by 5.9% [16] Stock Performance and Valuation - RL is trading at a forward price-to-earnings multiple of 18.65X, significantly higher than the industry average of 11.22X, while PVH trades at a multiple of 5.55 [18] - Ralph Lauren's stock has gained 18.2% in the past three months, outperforming PVH and the broader industry [21] - Despite PVH's strong brand portfolio, its discounted valuation may reflect limited near-term visibility amid ongoing macroeconomic headwinds [19] Conclusion - RL is positioned as a stronger contender in 2025 due to consistent strategic execution, strong brand equity, and a promising financial outlook [22] - For investors seeking stability and consistent growth, RL presents a compelling investment opportunity [25]

Core Viewpoint - First Horizon Corporation's credit ratings outlook has been upgraded to positive by Moody's, reflecting improvements in its regional banking franchise and deposit quality [1][9]. Group 1: Ratings and Outlook - Moody's upgraded First Horizon's long-term issuer rating and senior unsecured notes, affirming its Baa3 long-term issuer rating [1]. - The positive outlook is attributed to First Horizon's strengthening regional banking franchise in the Southeast and effective risk management [2][6]. - Moody's expects ongoing improvements in asset quality and funding despite uncertain economic conditions [2]. Group 2: Financial Performance - First Horizon has demonstrated consistent performance with decent asset quality, strong capitalization, and adequate liquidity [3]. - The bank's tangible common equity (TCE) ratio is 10.6% and the CET1 ratio is 10.9% as of March 2025, both within or slightly above target ranges [5]. - Profitability is recovering, supported by specialty lending and effective deposit pricing management, although fee income remains volatile [5][9]. Group 3: Risk Management and Future Prospects - Moody's noted that an upgrade is likely if First Horizon continues prudent risk management and improves deposit quality [7]. - The bank's deposit franchise has shown resilience, particularly after the collapse of its planned merger with Toronto-Dominion Bank [4]. - Ongoing improvements in capital, asset quality, and funding diversification support the positive outlook [6]. Group 4: Market Performance - Over the past year, First Horizon's shares have increased by 36.5%, outperforming the industry's growth of 24.4% [8].

Group 1 - Kingstone Companies, Inc. (NASDAQ: KINS) is a small property and casualty insurer with a long history in New York [1] - The company has been relatively quiet for many years, but the stock has shown interest from investors [1] Group 2 - The company is characterized by growth in revenue, earnings, and free cash flow, which are important investment criteria [1] - Kingstone Companies has excellent growth prospects and favorable valuations, making it an attractive option for investors [1]

Core Viewpoint - A class action securities lawsuit has been filed against Digimarc Corporation, alleging securities fraud that negatively impacted investors between May 3, 2024, and February 26, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit claims that Digimarc's management made false statements regarding a significant commercial partner's contract renewal, which was not expected to continue on the same terms [2]. - It is alleged that the renegotiation of this large commercial contract would adversely affect Digimarc's subscription revenue and annual recurring revenue [2]. - The lawsuit contends that the positive statements made by the defendants about the company's business and prospects were materially misleading or lacked a reasonable basis [2]. Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until July 7, 2025, to request to be appointed as lead plaintiff in the case [3]. - Participation in the lawsuit does not require serving as a lead plaintiff, and class members may be entitled to compensation without any out-of-pocket costs [3]. Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years as one of the leading securities litigation firms in the United States [4].

Core Viewpoint - A class action securities lawsuit has been filed against Krispy Kreme, Inc. alleging securities fraud that negatively impacted investors between February 25, 2025, and May 7, 2025 [1][2]. Group 1: Allegations of the Lawsuit - The lawsuit claims that demand for Krispy Kreme products significantly declined at McDonald's locations following the initial marketing launch [2]. - It is alleged that the drop in demand at McDonald's contributed to a decrease in average sales per door per week [2]. - The partnership with McDonald's is claimed to be unprofitable, posing a substantial risk to its continuation [2]. - As a result of these issues, the company is said to have paused its expansion into new McDonald's locations [2]. - The defendants' positive statements regarding the company's business and prospects are alleged to be materially misleading and lacking a reasonable basis [2]. Group 2: Next Steps for Affected Investors - Investors who suffered losses during the specified timeframe have until July 15, 2025, to request appointment as lead plaintiff [3]. - Participation in the lawsuit does not require serving as a lead plaintiff to share in any potential recovery [3]. - Class members may be entitled to compensation without incurring any out-of-pocket costs or fees [3]. Group 3: Firm Background - Levi & Korsinsky has a history of securing hundreds of millions of dollars for shareholders and has a strong track record in high-stakes securities litigation [4]. - The firm has over 70 employees dedicated to serving clients and has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years [4].

Core Viewpoint - A class action securities lawsuit has been filed against UroGen Pharma Ltd. for alleged securities fraud affecting investors between July 27, 2023, and May 15, 2025 [1][2]. Group 1: Lawsuit Details - The complaint alleges that the ENVISION clinical study was inadequately designed, lacking a concurrent control arm, which undermined the effectiveness evidence for UGN-102 [2]. - It is claimed that UroGen Pharma did not heed FDA warnings regarding the study design, leading to substantial risk that the New Drug Application (NDA) for UGN-102 would not be approved [2]. - The lawsuit asserts that the defendants' positive statements about the company's business and prospects were materially misleading and lacked a reasonable basis due to these issues [2]. Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until July 28, 2025, to request appointment as lead plaintiff, although participation in any recovery does not require this role [3]. - Class members may be entitled to compensation without any out-of-pocket costs or fees, with no obligation to participate [3]. Group 3: Firm Background - Levi & Korsinsky has a strong track record, having secured hundreds of millions for shareholders and being recognized as one of the top securities litigation firms in the U.S. for seven consecutive years [4].