Intuitive Machines, Inc. (NASDAQ: LUNR ) caught my eye soon after its IPO in February 2023, but given the hype behind space exploration companies back then – which saw LUNR stock surge more than 250% in one trading session after its IPO – I thought the bestDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Truist analyst William Stein attended CES 2025 this past week and hosted several meetings with high-profile companies in the semiconductor sector.The over-arching theme is that spending on AI infrastructure is firm, which benefits Nvidia Corp NVDA as it penetrates the $35 billion client compute market, challenging Intel Corp INTC and Advanced Micro Devices, Inc AMD.Demand for diversified end market semiconductors is mixed to weak, with ON Semiconductor Corp ON sounding particularly weak, prompting an analys ...

Market Performance and Valuation - Archer Aviation and Joby Aviation have significantly outperformed the Clean Tech sector, with Archer gaining 145% and Joby gaining 86% over the past six months [2] - The market gains are driven by speculative inflows and market movements aligned with Tesla and Rocket Lab USA, despite regulatory hurdles not being fully cleared [2] - Elevated valuations of both companies could retreat as regulatory challenges persist, with Archer trading as if regulatory hurdles have already been cleared [2] Regulatory and Certification Challenges - Ongoing safety testing and certification remain significant hurdles for both companies, despite potential regulatory easing under the upcoming Trump administration [3] - Archer's partnership with defense tech company Anduril is promising but its immediate valuation upside is capped, with a price target of $9 reflecting incremental earnings potential from defense ventures [3] - Joby's leadership in for-credit testing and partnerships, such as with Toyota, indicate future growth, but certification uncertainties and market volatility imply downside risk, with a raised price target of $6 [4] Growth Potential and Capital Raises - Both companies may require capital raises to fund commercialization efforts, with investors needing to tread carefully due to high short interest that could lead to rapid price declines despite operational progress [5] - Significant long-term potential is seen for both companies as they push toward commercialization, but near-term risks remain tied to market enthusiasm outpacing operational milestones [5]

Constellation Brands, Inc.’s (STZ) has reported third-quarter fiscal 2025 results, wherein the bottom and top lines missed the Zacks Consensus Estimate. The company’s sales dropped year over year.Comparable earnings per share (EPS) of $3.25 improved 0.3% year over year in the fiscal third quarter but lagged the Zacks Consensus Estimate of $3.34. On a reported basis, the company recorded EPS of $3.39 compared with $2.76 in the year-ago quarter.Stay up-to-date with all quarterly releases: See Zacks Earnings C ...

For Walgreens Boots Alliance CEO Tim Wentworth, the company’s turnaround process is not a sprint but a marathon.“We still have substantial work to do here,” he told analysts during the company’s first-quarter earnings call Friday (Jan. 10). “While our turnaround will take time, our early progress reinforces our belief in a sustainable, retail pharmacy-led operating model. Our focus is on our balance sheet. Sustained operating cash flows are front and center, and it’s a multiyear process to consistently and ...

Stock Performance - Delta's shares surged 10% in recent trading, making it one of the biggest gainers in the S&P 500 on a day when the index was down 1.5% [1] Profit Sharing - Delta announced a "Profit Sharing Day" on February 14, where eligible employees will receive an estimated payout of 10% of their eligible earnings, equivalent to an average of five weeks of additional pay [2][3] - The cumulative payout for employees is estimated at $1.4 billion as their share of Delta's 2024 profits [2] - Over the past 10 years, Delta has distributed more than $1 billion in profit sharing to its employees [3] Financial Performance - Delta reported record fourth-quarter revenue and operating profit, driven by increased customer preference for premium seating [4][5] - Main cabin ticket sales rose 2% year-over-year in Q4, while "premium products" ticket revenue surged 8% [5] - For the full year, main cabin sales remained flat at just under $25 billion, while premium revenue increased 8% to $20.6 billion [5] Market Positioning - Delta positions itself as the "premium" U S airline, a message emphasized 11 times in its report [5] - The company's CEO, Ed Bastian, noted that consumers are increasingly seeking the premium products and experiences that Delta provides [5]

The advent of AI has sent the semiconductor industry into overdrive over the past year. Volatility is part of the price of admission.The market ended the week on a somber note as the economy once again took center stage. Investors were digesting a surprisingly robust jobs report that highlighted the Federal Reserve's ongoing battle with inflation, the potential for future interest rate cuts, and what it means for the overall economy. To add insult to injury, a decision by the Biden administration regarding ...

Delta Air Lines (DAL) reported fourth-quarter 2024 earnings (excluding 56 cents from non-recurring items) of $1.85 per share, which surpassed the Zacks Consensus Estimate of $1.76. Earnings increased 44.5% on a year-over-year basis due to low fuel costs.Find latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues of $15.56 billion surpassed the Zacks Consensus Estimate of $14.99 billion and increased 9.4% on a year-over-year basis, driven by strong holiday travel demand. Adjusted operating re ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks ...