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Synopsys: Hurt By Design Issues (NASDAQ:SNPS)
Seeking Alpha· 2025-09-12 18:21
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!I last took a look at shares of Synopsys, Inc. (NASDAQ: SNPS ) in the spring of 2024, when I concluded that the company was selling assets on the cheap ahead of the Ansys deal closing.As the leade ...
Gold Rush: Top 5 Gold Mining Stocks
Seeking Alpha· 2025-09-12 18:21
Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools [1][2] - Cress is dedicated to removing emotional biases from investment decisions through a data-driven approach, utilizing sophisticated algorithms to simplify investment research [2][4] - His background includes founding CressCap Investment Research, which was acquired by Seeking Alpha in 2018, and previously running a proprietary trading desk at Morgan Stanley [3][4] Company Contributions - Seeking Alpha's Quant Rating system, created by Cress, is designed to interpret data for investors and provide insights on investment directions, saving time for users [1][2] - The platform offers a systematic stock recommendation tool called Alpha Picks, aimed at helping long-term investors build a high-quality portfolio [1] Professional Background - Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management, positioning him as an expert in various investment topics [4] - His previous experience includes founding a quant hedge fund and leading international business development at Northern Trust, showcasing a strong background in finance and investment [3][4]
Needham's Laura Martin on media landscape: Consolidate or risk going out of business
Youtube· 2025-09-12 18:21
Welcome back to the exchange. Sources telling our David Faber that Paramount Sky Dance could be making a bid for Warner Brothers Discovery as soon as next week. WBD up 50% week to date on that news.Our next guest says the merger makes sense for strategic and economic reasons, but she maintains her hold rating on both stocks. For more, let's bring in Nem's Laura Martin. Laura, it's uh it's great to have you here.I mean the way the market has responded to these reports is not just to to carry Warner Brothers ...
Kewaunee Scientific Q1 Earnings Rise Y/Y, Stock Slides 19%
ZACKS· 2025-09-12 18:20
Core Viewpoint - Kewaunee Scientific Corporation's stock has significantly underperformed the market despite strong financial results for the first quarter of fiscal 2026, raising concerns among investors about future performance [1][13][14] Earnings & Revenue Performance - The company reported first-quarter fiscal 2026 sales of $71.1 million, a 46.9% increase from $48.4 million in the prior-year quarter [2] - Net earnings rose 41.1% to $3.1 million from $2.2 million a year ago [2] - Diluted earnings per share grew 40.5% to $1.04 from 74 cents in the same quarter last year [2] - EBITDA nearly doubled to $6.3 million from $3.3 million in the prior-year period [2] Domestic and International Sales - Domestic sales soared 53% to $54.4 million, while international sales advanced 30.2% to $16.8 million [4] - Domestic segment net earnings increased to $4.7 million compared to $2.9 million a year ago [4] - International earnings improved to $0.6 million from $0.5 million [4] Order Backlog and Working Capital - The company's order backlog stood at $205 million as of July 31, 2025, up from $159.4 million a year earlier [3] - Working capital rose to $66.7 million from $56 million a year earlier [5] - Total cash on hand increased to $20.4 million at quarter-end from $17.2 million in April 2025 [5] Debt Metrics - Short-term debt declined to $4.3 million from $4.8 million in April [5] - Long-term debt eased to $60.3 million from $60.7 million [5] - The debt-to-equity ratio improved to 0.94-to-1 from 0.99-to-1 three months earlier [5] Management Commentary - CEO Thomas D. Hull III noted that strong quarterly results were achieved amid challenging market conditions [6] - The company expects uneven quarterly performance through fiscal 2026 due to volatility in project delivery timelines [6][11] Strategic Focus - Management reiterated its commitment to growth through organic means and acquisitions, supported by investments in people, processes, and technology [7] - The integration of Nu Aire's results significantly boosted domestic sales and earnings [8][12] Corporate Segment Performance - The corporate segment continued to weigh on consolidated results, with a pre-tax net loss of $3.1 million compared to a $2 million loss a year ago [9] - Corporate segment EBITDA was negative $2.3 million, reflecting higher compliance costs and ongoing investments [9] Future Outlook - Management expects unadjusted EBITDA for fiscal 2026 to surpass that of fiscal 2025 [10] - Despite anticipated pressure on near-term earnings due to strategic investments, leadership remains confident in long-term growth prospects [11]
Exclusive: Vista-backed device management software firm Jamf explores a sale, sources say
Reuters· 2025-09-12 18:20
Core Viewpoint - Device management software provider Jamf is considering a sale due to its declining stock price, making it an attractive takeover target for other companies [1] Company Summary - Jamf is a provider of device management software [1] - The company is currently facing weakness in its stock price, which has prompted discussions about a potential sale [1] Industry Summary - The current market conditions have positioned Jamf as a prime candidate for acquisition by other firms [1]
AstraZeneca pauses £200mn Cambridge investment amid UK pharma uncertainty
Invezz· 2025-09-12 18:20
AstraZeneca has become the latest major drugmaker to scale back investment in the United Kingdom, pausing a planned £200 million ($271 million) expansion of its Cambridge research site. The move, whic... ...
Chewy Stock Is Down After Strong FCF Results - CHWY Is Worth 15%+ More
Yahoo Finance· 2025-09-12 18:17
Chewy Inc. (CHWY) stock is down after reporting strong Q2 revenue and free cash flow (FCF) growth and FCF margins on Sept. 10. As a result, CHWY looks undervalued here by at least 15%-16%. One way to play it is to short out-of-the-money put options. CHWY is down to $35.13 in midday trading on Friday, September 12. This is after it peaked at $42.33 on September 5, before its results were released. More News from Barchart CHWY - last 3 months - Barchart - As of Sept. 12, 2025 However, after reviewing Chew ...
Gold keeps hitting record after record. Is it time to think about selling?
Yahoo Finance· 2025-09-12 18:17
Money is rotating into bonds, money markets and precious metals because the era of 20% to 30% stock-market returns can’t last forever, LaValle said.Gold serves as an “insurance policy. You don’t cancel it when the premium rises, and you don’t double down when it pays out,” he said. “You rightsize it, you hold it and you let it do its job.”Despite record highs, the investment case for gold hasn’t changed, Louis LaValle, co-founder and chief executive officer at Frontier Investments, told MarketWatch. “Every ...
Tether CEO launches new US-based stablecoin
Yahoo Finance· 2025-09-12 18:16
Tether is known as the world's largest stablecoin issuer. Recently, Tether announced USA₮, a proposed U.S.-regulated, dollar-backed stablecoin, and appointed former White House aide Bo Hines to be its future CEO. This move makes a strong statement regarding Tether's priority of transparency, governance, and U.S. regulatory attention from the get-go. USA₮ will be designed to qualify for the GENIUS Act, the new United States law for stablecoins. This regulation provides a robust framework within which the ...
JPM Targets 20% Asia Hiring Boost to Ride Digital, Trade Growth
ZACKS· 2025-09-12 18:16
Key Takeaways JPMorgan plans a 20% corporate banking headcount rise in the Asia Pacific in 2026.The bank sees growth, driven by digitalization, trade flows and globalizing Asian corporates.JPMorgan expands as competitors slow, capturing talent and market share across the region.JPMorgan (JPM) is ramping up hiring in its corporate banking division throughout the Asia Pacific region as part of an aggressive growth strategy, aiming to boost headcount by another 20% in 2026, per a Reuters report.The co-head of ...