Key Takeaways ACM won a global environmental services contract from the U.S. Air Force Civil Engineer Center. The deal includes a $1.5B ceiling, a five-year base period and an optional five-year extension. ACM will handle all project phases, supporting restoration, compliance and resource protection.AECOM (ACM) has been awarded a multiple-award task order contract by the U.S. Air Force Civil Engineer Center to support global architecture and engineering services. The contract covers various environmental ...

MongoDB Inc (NASDAQ:MDB) stock is up 17.1% at $233.84, after the data platform company reported better-than-expected first-quarter results and lifted its full-year forecast, citing strength in its cloud-based service. Monness Crespi Hardt upgraded the stock to "buy" from "neutral" after the earnings event, while no fewer than six analysts lifted their price targets -- though a couple threw in price-target cuts. Today's pop has MDB trading at its highest level since March, though it still isn't fully recover ...

Apple is hosting its 2025 Worldwide Developers Conference starting Monday, with the keynote scheduled for Monday at 10 a.m. PT / 1 p.m. ET.The company is expected to unveil changes to its operating systems, iOS, iPadOS, macOS, watchOS, tvOS, and visionOS. We’re also expecting a dedicated gaming app, new AirPod features, and more. You can watch the keynote and subsequent sessions through Apple’s event page or head to Apple’s YouTube channel to watch them. Alternatively, you can bookmark this page and watch ...

Core Insights - Sprouts Farmers Market, Inc. (SFM) has ambitious plans to open at least 35 new stores in 2025, focusing primarily on reinforcing existing markets while also exploring new regions like the Midwest and Northeast [1][7] - The company achieved a notable 11.7% comparable store sales growth in the first quarter and currently operates 443 stores across 24 states, with a strong pipeline of nearly 120 approved stores and over 85 signed leases [1][7] - SFM aims for a long-term goal of expanding beyond 1,000 locations nationwide, with the Midwest and Northeast being critical to this vision [2][7] Expansion Strategy - SFM's management has demonstrated effective store execution, which supports its aggressive expansion plans [1] - The company is targeting an annual unit growth of 10% as part of its long-term expansion strategy [3] Competitive Landscape - Grocery Outlet Holding Corp. (GO) plans to open 33-35 new stores in 2025, focusing on high-return markets and operational synergy [4] - Natural Grocers by Vitamin Cottage, Inc. (NGVC) is taking a steadier approach, planning three to four new store openings in fiscal 2025, with future plans to increase openings to six to eight annually [5] Financial Performance - SFM's stock has performed well, with a year-to-date increase of 34.7%, surpassing the industry growth of 19.8% [6] - The Zacks Consensus Estimate indicates a year-over-year sales growth of 13.7% and earnings per share growth of 35.5% for the current financial year [9] Valuation Metrics - SFM's forward 12-month price-to-sales ratio is 1.82, significantly higher than the industry average of 0.27 [8]

Key Takeaways FDA grants platform tech designation to SRPT's rAAVrh74 viral vector used in SRP-9003 The tag lets Sarepta reuse clinical and manufacturing data across other rAAVrh74-based therapies. SRP-9003 is in a phase III trial for LGMD2E/R4; data expected later this month.Sarepta Therapeutics (SRPT) announced that the FDA has granted platform-technology designation to its viral vector rAAVrh74, used in the investigational gene therapy SRP-9003. This therapy is being evaluated in a late-stage study for ...

I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

Viatris Inc. (NASDAQ:VTRS) Jefferies Global Healthcare Conference June 5, 2025 8:10 AM ET Company Participants Corinne M. Le Goff - Chief Commercial Officer Theodora Mistras - Chief Financial Officer Conference Call Participants Yuchen Ding - Jefferies LLC, Research Division Yuchen Ding Good morning, and welcome to the day 2 of the Jefferies Healthcare Conference. My name is Dennis Ding, spec pharma analyst here at Jefferies. I have the great pleasure of having the Viatris here, the CFO, Doretta and the CMO ...

Core Viewpoint - Micron Technology is experiencing a cyclical downturn despite the AI boom, with its stock performance lagging behind other tech stocks, raising questions about its investment potential [1][2][3]. Group 1: Stock Performance and Market Context - As of June 3, Micron's total return is 33% below its all-time highs from the previous summer, indicating a potential buying opportunity or the beginning of a prolonged decline [2]. - Micron's stock performance has closely mirrored that of other AI-oriented tech stocks like Dell Technologies, ASML Holding, and Applied Materials, suggesting a broader market trend affecting these companies [3]. - In contrast, Nvidia's stock gained 25% during the same period, while the S&P 500 index rose by 14%, highlighting that not all AI-focused companies are equally impacted [5]. Group 2: Financial Performance - Micron reported a 38% year-over-year revenue increase in March, but this was a significant slowdown from a 93% increase two quarters prior, indicating a deceleration in growth [6]. - The company's profits have followed a similar downward trend, contributing to investor impatience with the stock [7]. Group 3: Strategic Positioning and Future Prospects - Micron is well-positioned to manage the current slowdown, with in-house chip factories capable of stockpiling memory chips until demand from major customers increases [8]. - The company is set to launch next-generation power-efficient data center memory in 2026, which will offer a 60% increase in memory bandwidth and lower power consumption, directly benefiting from Nvidia's success [9]. - Analysts expect Micron's profits to surge in 2025, with the stock currently trading at just 9.4 times forward earnings estimates, suggesting that the market has not yet priced in this anticipated growth [11]. - Sales of low-power, high-performance data center chips are projected to rise from $1 billion last year to "multibillion dollars" in 2025, which should enhance Micron's profit margins [12]. Group 4: Investment Outlook - The current slowdown provides long-term investors with an opportunity to acquire Micron shares at a lower price, as the company typically generates wealth over its business cycles [13].

Mama's Creations, Inc. (MAMA) closed the last trading session at $8.36, gaining 26.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $11 indicates a 31.6% upside potential.The mean estimate comprises four short-term price targets with a standard deviation of $2.16. While the lowest estimate of $9 indicates a 7.7% increase from the current price level, the most optimistic analyst e ...

HUTCHMED (HCM) closed the last trading session at $15.30, gaining 4.8% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $25.75 indicates a 68.3% upside potential.The mean estimate comprises four short-term price targets with a standard deviation of $9.71. While the lowest estimate of $18 indicates a 17.7% increase from the current price level, the most optimistic analyst expects the ...