Key Takeaways NEXT signs $9 billion in EPC contracts with Bechtel to build Train 4 and Train 5 at Rio Grande LNG. The $4.77 billion Train 4 deal and $4.32 billion Train 5 deal include fixed pricing through Sept. 15, 2025. NEXT aims to reach FID on Train 4 before pricing validity ends and advances supply deals for Train 5.NextDecade Corporation (NEXT) , a U.S.-based liquefied natural gas producer, announced that it has finalized contracts with Bechtel Energy for the construction of Train 4 and Train 5 at i ...

Key Takeaways AMT has surged 18.7% YTD, outperforming peers and the broader market on strategic growth moves. AMT is investing $600M in data centers to tap AI-driven demand and diversify revenue sources. 75% of AMT's $1.5B discretionary 2025 spending is targeted at low-risk developed markets.Shares of American Tower (AMT) have rallied 18.7% so far this year, closing at $217.70 on Thursday on the NYSE. The stock has outperformed the Zacks REIT and Equity Trust - Other industry and the S&P 500 composite as ...

Sociedad Química y Minera de Chile (NYSE: SQM ) is not only a mining company but an indispensable piece in the puzzle of the global energy transition. SQM produces the lithium that powers our cellphones, electric cars, and storageI am an individual investor with over five years of experience in personal investing, holding a PhD in Economics from UCEMA. My investment approach focuses on value companies with solid long-term potential. I share my knowledge with the community by offering analysis to support ind ...

AVGO's options are cheap and the stock is not far off record highsThis commentary first appeared on Forbes Great Speculations, where Schaeffer's Investment Research is a regular contributor.Chipmaker Broadcom Inc (NASDAQ:AVGO) has had a busy month. The semiconductor company cleared the $1 trillion market cap level on the way to a record high of $265.43 on June 4. One day later though, AVGO gapped lower by 5%, after the company’s fiscal-year revenue forecast fell short of estimates. The shares have battled b ...

Core Insights - ONEOK Inc. (OKE) is benefiting from increased fee-based earnings and capital expenditures aimed at strengthening its position in high-production regions [1][8] - The company is exposed to competitive risks in its pipeline business [1][6] Positive Drivers for OKE - ONEOK is expected to gain from long-term fee-based commitments across its three segments: Natural Gas Gathering and Processing, Natural Gas Liquids, and Natural Gas Pipelines and Refined Products and Crude [2] - More than 88% of its 2024 earnings are fee-based, with over 90% of 2025 revenues anticipated to come from fees [2][8] - The annual growth rate for natural gas liquid volumes from the Rocky Mountain region has exceeded 20%, while natural gas processing volumes have grown at 10% over the past five years [2] Capital Expenditures and Expansion - The company is investing in organic-growth projects to expand its services for crude-oil and natural-gas producers, with capital expenditures expected to be between $2.8 billion and $3.2 billion in 2025 [3] - In February 2025, ONEOK and MPLX LP formed joint ventures to construct a new 400,000 barrel-per-day liquefied petroleum gas export terminal in Texas City, along with a new pipeline connecting to its Mont Belvieu storage facility [4] Headwinds for OKE - ONEOK does not own all the land for its pipelines, which poses risks of incurring higher costs and potential operational impacts if land rights are not renewed [5] - The natural gas and natural gas liquid pipeline industries are highly competitive, with many energy companies forming master limited partnerships to launch pipeline services [6] Stock Performance - Over the past year, OKE shares have increased by 6.1%, compared to the industry's growth of 14.1% [7]

Back at the tail end of December of last year, I made the tough decision to downgrade Meridian Corporation (NASDAQ: MRBK ) from a ‘buy’ to a ‘hold’. Leading up to that point, shares of the company had risen by 18% atCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of ...

Core Insights - CrowdStrike (CRWD) is focusing on the next generation of Security Information and Event Management (SIEM) to enhance enterprise protection against cyber threats [1] - The Falcon Next-Gen SIEM modernizes incident detection, investigation, and response for businesses [1] Product Features - Unlike traditional SIEM tools, CrowdStrike's solution offers faster insights and lower operational costs by integrating with its Falcon platform [2] - The Falcon agent automates data collection for endpoints and cloud workloads, unifying detection across data sources and implementing AI-based investigations [3] - The Next-Gen SIEM provides 24/7 managed detection and response services, ensuring scalability and improved compliance support [4] Market Performance - The Falcon Adversary OverWatch Next-Gen SIEM, launched in April 2025, extends threat hunting capabilities to third-party data sources, enhancing real-time threat detection [5] - The Next-Gen SIEM has achieved 100% year-over-year annual recurring revenue (ARR) growth in Q1 of fiscal 2026, significantly outpacing the company's overall ARR growth of 22% [6] Competitive Landscape - Competitors like Palo Alto Networks (PANW) and IBM are also enhancing their SIEM offerings, with PANW's Cortex XSIAM showing 200% ARR growth year-over-year [7][8] - The legacy SIEM market is becoming outdated, creating opportunities for multiple players in the Next-Gen SIEM space, which could serve as a growth engine for CrowdStrike [9] Financial Metrics - CrowdStrike shares have increased by 39.4% year-to-date, outperforming the Zacks Security industry's growth of 21% [10] - The company trades at a forward price-to-sales ratio of 23.18X, higher than the industry average of 14.63X [12] Earnings Estimates - The Zacks Consensus Estimate indicates an 11% decline in fiscal 2026 earnings, followed by a projected growth of 34.7% in 2027, with recent upward revisions in estimates [13]

Key Takeaways CCL's 11.90X forward P/E is well below the industry average of 18.15X, signaling a discounted valuation. Record advance bookings and high pricing power highlight strong demand across North America and Europe. 2025 EPS is projected to rise 32%, with analysts targeting up to 44.3% upside from the current share price.Carnival Corporation & plc (CCL) is currently trading at a discount relative to its industry, with its forward 12-month price-to-earnings (P/E) ratio sitting below its five-year av ...

Key Takeaways Data Vantage is expected to deliver mid to high single-digit organic net revenue growth in 2025. CBOE benefits from a diversified business mix that ensures steady revenue generation. CBOE continues to build global breadth through strategic acquisitions while generating cost synergies.Shares of Cboe Global Markets, Inc. (CBOE) have gained 35.1% in the past year, outperforming the industry's growth of 27.9%, the Finance sector’s return of 20.7% and the Zacks S&P 500 composite’s appreciation of ...

Key Takeaways DECK trades nearly 52% below its 52-week high, lagging peers and broader retail and market indexes. Weaker HOKA DTC sales and rising promotions signal pressure on growth and consumer demand. Tariffs may add $150M in FY26 costs, with EPS and gross margin both expected to decline in Q1.Deckers Outdoor Corporation (DECK) has witnessed a significant decline over the past six months, with its shares plummeting 49%, underperforming the Zacks Retail-Apparel and Shoes industry's drop of 15.7%. The c ...