When evaluating stocks concerning new technology, such as AST Spacemobile (NASDAQ: ASTS ), what I find most important is to get a grasp of what the future business model could look like and imagine how itNine to 5 by day. Hobbyist stock trader by night. I got an MBA and a CFA ... so that should count for something. I only care about my own greedy interests and I love feeding trolls. Not your financial advisor. Information for entertainment purposes only. Diamond hands are forever.Analyst’s Disclosure: I/we ...

Rivian Automotive, Inc. NASDAQ: RIVN is a key player in the electric vehicle (EV) market, and the company’s stock is currently trading just below $20, marking a potential inflection point for investor consideration. Investors often analyze key moments (such as dropping below a multiple of 10) to differentiate volatility from fundamental changes in a company's growth strategy. Rivian Automotive TodayRIVNRivian Automotive$16.92 +0.63 (+3.87%) 52-Week Range$9.50▼$18.86Price Target$14.24Add to WatchlistRivian' ...

Core Insights - Wix.com Ltd reported non-GAAP EPS of $1.55 for Q1 2025, missing the Zacks Consensus Estimate of $1.66, but up from $1.29 in the same quarter last year [1] - Quarterly revenues increased by 13% year over year to $473.7 million, surpassing the Zacks Consensus Estimate of $471.8 million and management's guidance of $469-$473 million [2] Financial Performance - Creative Subscriptions revenues, accounting for 71.3% of total revenues, rose by 11% year over year to $337.7 million, while Business Solutions revenues increased by 18% to $136 million [4] - Non-GAAP gross margin improved to 69% from 68% in the prior year, with Creative Subscriptions achieving 84% and Business Solutions at 31% [6] - Non-GAAP operating income was reported at $99.8 million, compared to $69.4 million in the previous year [6] User Engagement and Market Position - As of March 31, 2025, Wix had 288 million registered users, with shares gaining 8.7% over the past year, outperforming the Zacks Computer-IT Services sector's growth of 8.1% [3] - Partners' revenues increased by 24% year over year to $171.6 million, driven by the Wix Studio platform's strong adoption [5] Cash Flow and Shareholder Returns - Cash flow from operations was $145.5 million, up from $113.8 million in the previous year, with free cash flow at $142.4 million [9] - The company repurchased $200 million worth of shares in January 2025 and has authorized an additional $200 million for share repurchase, totaling $400 million [9] Future Outlook - Wix maintains its 2025 revenue growth guidance of 12-14%, estimating revenues between $1.97 billion and $2 billion [10] - For Q2 2025, revenues are expected to be between $485 million and $489 million, indicating an 11-12% growth from the prior year [12]

Core Insights - SAP SE has partnered with Accenture to launch ADVANCE, a cloud transition solution for companies with annual revenues up to $5 billion, enabling rapid implementation in six to twelve months [1][2] - ADVANCE offers preconfigured, industry-specific solutions that integrate SAP Business Suite with Accenture's operational expertise, streamlining finance, procurement, supply chain, and workforce management [2][4] Product Features - ADVANCE packages reduce system complexity and operational costs by incorporating preconfigured industry processes and best practices [5] - The offering emphasizes speed and agility, providing industry-tailored accelerators for quick business outcomes and transparent pricing for efficient budget management [6] - Integration of AI agents and predictive analytics allows businesses to adapt to market changes and enhance decision-making [7] Financial Performance - SAP's cloud revenues reached €4.99 billion, a 27% year-over-year increase, with Cloud ERP Suite revenues growing 34% to €4.25 billion, accounting for 85% of total cloud revenues [9] - For the year, SAP anticipates cloud revenues between €21.6 billion and €21.9 billion, reflecting a 26-28% increase year-over-year [12] Market Outlook - SAP maintains a positive growth outlook despite global uncertainties, with expectations for cloud and software revenues between €33.1 billion and €33.6 billion, indicating an 11-13% year-over-year increase [12][11] - The company's stock has performed well, with a 54.3% increase over the past year compared to the industry's 9.6% growth [13]

Group 1 - The real estate market is currently experiencing slow movement in home sales, indicating a challenging environment for investors and owners [1] - The author has extensive experience in private credit and commercial real estate (CRE) mezzanine financing, suggesting a strong background in financial analysis and investment strategies [1] - The author has collaborated with prominent CRE developers, which may provide insights into industry trends and investment opportunities [1] Group 2 - The article emphasizes the importance of classical value ratios in portfolio selection, highlighting a value investing approach [1] - The author's fluency in Mandarin and experience in Asia may offer a unique perspective on international investment opportunities [1]

Thank you for reading my research on Seeking Alpha. If you want to learn even more about my method and how I discover these investment opportunities, please check out my subscription marketplace service, Compounding Healthcare , and sign up for a free trial.After years of strategic pivots and battling the bureaucracy, Novavax (NASDAQ: NVAX ) has finally secured full FDA approval of their COVID-19 vaccine, NUVAXOVID. Not only does the BLA approval validate Novavax’s recombinant protein-based vaccine technolo ...

Northern Graphite Comments on US Department of Commerce Preliminary Decision to Place Tariffs of up to 721% on China Graphite AAMMay 21, 2025 8:15 AM EDT | Source: Northern Graphite CorporationOttawa, Ontario--(Newsfile Corp. - May 21, 2025) - Northern Graphite Corporation (TSXV: NGC) (OTCQB: NGPHF) (FSE: 0NG) (XSTU: 0NG) (the "Company" or "Northern") is pleased to comment on a U.S. Department of Commerce ("Commerce") preliminary decision to impose tariffs of up to 721% on natural and artifici ...

Lowe's (LOW) came out with quarterly earnings of $2.92 per share, beating the Zacks Consensus Estimate of $2.88 per share. This compares to earnings of $3.06 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 1.39%. A quarter ago, it was expected that this home improvement retailer would post earnings of $1.83 per share when it actually produced earnings of $1.93, delivering a surprise of 5.46%. Over the last four quarters, the ...

While there's simply no denying the remarkable ascent of e-commerce and technology juggernaut Amazon.com Inc. AMZN, even the biggest stalwarts of industry are not completely immune to broader fundamental pressure. As the U.S. economy struggles under the weight of elevated inflation and trade tariffs, AMZN stock finds itself caught in a sentiment tug-of-war. On one hand, analysts can easily argue that the e-commerce behemoth represents the best house in the worst block. While consumers overall may be struggl ...

Canada Goose's revenue was up 7.4% from the same period last year. Net income attributable to shareholders for the fiscal fourth quarter ending March 30 was CA$27.1 million, or 28 Canadian cents per diluted share, compared with a net income attributable to shareholders of CA$5 million, or 5 Canadian cents per diluted share in the prior year period. As of Monday's close, shares had fallen nearly 14% year to date, hitting an all-time low last month after Barclay's analysts downgraded the stock and cut their p ...