For once the SEC, perhaps having finally learned its lesson from the Global Financial Crisis, or simply because it read one too many critical pieces in the press in recent weeks, is not waiting until the credit bubble bursts to warn the raters not to engage in rating shopping. Bloomberg, which was the first to highlight Egan-Jones' role in rating thousands of credit ratings in the multi-trillion private credit market, reports that the Securities and Exchange Commission has been scrutinizing Egan-Jones Ratin ...

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Key Takeaways NIKE trades at a 30.94X forward P/E, above the industry average of 25.96X, raising valuation concerns.The stock has lost 17.5% YTD, and trades below both its 50- and 200-day moving averages.Management's "Win Now" and "Sport Offense" plans aim to restore growth amid tariffs and margin headwinds.NIKE Inc. (NKE) remains fundamentally strong, supported by decisive steps to reposition the business for sustainable, profitable long-term growth. However, its current forward 12-month price-to-earnings ...

Key Takeaways Green Dot will report third-quarter 2025 results on Nov. 10 after market close.Revenues are expected to rise 20% year over year, led by 31% B2B services growth.Despite strong B2B trends, GDOT's model shows no clear signal for an earnings beat.Green Dot Corporation (GDOT) is set to report its third-quarter 2025 results on Nov. 10, after the bell.The company has a strong history of earnings surprises. Earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and miss ...

Key Takeaways COP posted a Q3 adjusted EPS of $1.61 and revenues of $15.5B, beating estimates. However, earnings fell y/y.Higher output in Europe, MENA and the Asia Pacific lifted the total production to 2,399 MBoe/d in 3Q25.COP cuts the 2025 cost guidance, and expects 2026 capital spending and operating costs to trend lower.ConocoPhillips (COP) has reported third-quarter 2025 adjusted earnings per share of $1.61, which beat the Zacks Consensus Estimate of $1.40. The bottom line decreased from the prior-yea ...

Company Performance - Maersk reported quarterly EBITDA of $2.68 billion, exceeding analyst forecasts of $2.6 billion but down from $4.8 billion in the same period last year [2][3] - The company raised its full-year operating profit forecast to between $9 billion and $9.5 billion, up from the previous guidance of $8 billion to $9.5 billion [3] Demand and Resilience - Maersk's CEO highlighted the "resilience" in demand across all geographies, noting a pickup in the U.S. market towards the end of the quarter as the seasonal year-end peak approaches [3] - The company has managed to control costs and improve margins across all business segments despite inflationary pressures and uncertainty [4] Industry Context - Ongoing trade flow disruptions are affecting firms across various sectors, necessitating a shift in how CFOs approach procurement mapping to enhance operational resilience [5][6] - The importance of a mapped and traceable supply chain is emphasized, allowing companies to model disruption costs and evaluate near-shoring opportunities [5][6]

Core Viewpoint - AppLovin Corp has reported a strong quarter, driven by its AI-driven AXON 2.0 platform and the early success of its self-serve eCommerce portal [1][3]. Financial Performance - The company achieved approximately 85% incremental adjusted EBITDA margins, indicating industry-leading profitability [2][5]. - Revenue and adjusted EBITDA exceeded guidance, with fourth-quarter revenue projected at $1.59 billion, an increase from the previous forecast of $1.52 billion [6][7]. Strategic Developments - Management highlighted three key themes: continued strength in advertising, promising early results from the eCommerce portal, and sustained high incremental margins despite investments in cloud hosting and customer acquisition [4][5]. - The early tests in eCommerce suggest a significant long-term opportunity to expand its auction platform beyond gaming, with scaling expected to accelerate through 2026 and beyond [4][5]. Analyst Insights - Goldman Sachs analyst Eric Sheridan maintained a Neutral rating on AppLovin, raising the price forecast from $630 to $720, reflecting confidence in the company's growth potential [3]. - Sheridan noted that while eCommerce revenue growth is modest in the fourth quarter, its contribution is expected to scale significantly next year [6]. Shareholder Returns - The company expanded its share repurchase authorization to $3.3 billion, following $500 million in buybacks during the third quarter [6].

Investors looking to put capital to work in this difficult-to-predict market certainly have plenty to consider right now. ...

As of this writing, Babcock & Wilcox Enterprises, Inc. ( BW ) stock has gained 2,080% from its April lows. Incredibly, there's a strong case not that the stock has run too far, but that it hasn't ralliedI've been contributing to Seeking Alpha and other investment websites since 2011, with a general (though far from rigid) focus on value over growth. I got my Series 7 and 63 back in 1999, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail brokerage in NYC.Analyst’ ...

Core Insights - Babcock & Wilcox Enterprises, Inc. (BW) stock has experienced a significant increase of 2,080% since its lows in April, suggesting a strong upward momentum in its valuation [1] Group 1 - The stock may not have rallied enough despite the substantial increase, indicating potential for further growth [1] - The author has been involved in investment analysis since 2011, focusing on value investing, which may provide context for the analysis of BW [1] Group 2 - The author holds a beneficial long position in BW shares, indicating a personal investment interest in the company's performance [2]