Should Value Investors Buy QuidelOrtho (QDEL) Stock?
ZACKS· 2025-06-18 14:41
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use a variety of methods, including tried-and-true valuation metr ...
Are Medical Stocks Lagging Acurx Pharmaceuticals (ACXP) This Year?
ZACKS· 2025-06-18 14:41
Investors interested in Medical stocks should always be looking to find the best-performing companies in the group. Has Acurx Pharmaceuticals, Inc. (ACXP) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Acurx Pharmaceuticals, Inc. is one of 998 companies in the Medical group. The Medical group currently sits at #6 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual ...
Has ASML Holding (ASML) Outpaced Other Computer and Technology Stocks This Year?
ZACKS· 2025-06-18 14:41
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. ASML (ASML) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.ASML is one of 608 companies in the Computer and Technology ...
Are Investors Undervaluing Jabil (JBL) Right Now?
ZACKS· 2025-06-18 14:41
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use a variety of methods, including tried-and-true valuation metrics, to find these stocks.Luckily, Zacks has developed ...
Has Heico (HEI) Outpaced Other Aerospace Stocks This Year?
ZACKS· 2025-06-18 14:41
The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Heico Corporation (HEI) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.Heico Corporation is a member of our Aerospace group, which includes 54 different companies and currently sits at #1 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 dif ...
Is GEN DIGITAL INC (GEN) Stock Outpacing Its Business Services Peers This Year?
ZACKS· 2025-06-18 14:41
The Business Services group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Gen Digital (GEN) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Business Services sector should help us answer this question.Gen Digital is one of 271 individual stocks in the Business ...
Steel Stock Pops on Upbeat Guidance
Schaeffers Investment Research· 2025-06-18 14:40
Core Viewpoint - Nucor Corp is experiencing a rise in stock price due to a strong second-quarter profit forecast, despite a slight decline in expected earnings compared to the previous year [1]. Group 1: Financial Performance - Nucor expects earnings between $2.55 and $2.65 per share for the second quarter, which is a small decline from $2.68 reported in the same quarter last year, but still above analyst estimates of $2.36 per share [1]. - The stock is currently trading at $128.15, reflecting a 4.9% increase [1]. Group 2: Stock Performance - Nucor's stock is at its highest levels since March and has seen an approximate 8% increase since the start of 2025 [2]. - The shares are facing resistance at their 160-day trendline, which has historically limited price increases [2]. Group 3: Options Activity - There is a notable surge in call options volume, with 5,095 calls exchanged, which is four times the typical volume for this time [3]. - The June 140 call is the most popular among traders, followed by the July 130 call, indicating strong interest in upward price movement [3]. - Nucor's Schaeffer's Volatility Index (SVI) is at 38%, suggesting that traders are currently pricing in low volatility expectations [3].
Amazon CEO Jassy says AI will reduce its corporate workforce in the next few years
TechXplore· 2025-06-18 14:35
Core Insights - Amazon CEO Andy Jassy predicts that the adoption of generative artificial intelligence will lead to a reduction in the corporate workforce over the next few years as the company seeks efficiency gains through increased AI usage [3][4]. Group 1: Workforce Implications - Jassy indicated that fewer employees will be needed for certain jobs, while there will be a demand for new types of roles as the company transitions to AI [4]. - Amazon is currently developing over 1,000 generative AI services and applications, which is only a small fraction of its future plans [4]. Group 2: AI Integration and Employee Engagement - Employees are encouraged to engage with AI initiatives, participate in training, and contribute to brainstorming sessions to enhance customer service and operational efficiency [5]. Group 3: Investment in Infrastructure - Amazon plans to invest $10 billion in a new campus in North Carolina to bolster its cloud computing and AI infrastructure, with similar investments in data centers across Mississippi, Indiana, and Ohio [6]. - The company has committed $20 billion for two data center complexes in Pennsylvania to meet the growing demand for AI products [7]. Group 4: AI Applications and Collaborations - Amazon has begun testing AI-assisted dubbing for its Prime streaming service and has integrated generative AI into its Alexa product [8]. - The company is investing an additional $4 billion in AI startup Anthropic and collaborating with Intel to develop custom AI chips for Amazon Web Services [9].
NVIDIA vs. Arm Holdings: Which AI Chip Designer Has an Edge?
ZACKS· 2025-06-18 14:35
Core Insights - NVIDIA Corporation (NVDA) and Arm Holdings Plc (ARM) are pivotal players in the semiconductor industry, particularly in the context of artificial intelligence (AI) growth [1][2] - NVIDIA is recognized for its dominance in the GPU market, while Arm is gaining traction with its AI-optimized CPU architectures [1] NVIDIA Overview - NVIDIA is central to AI computing, with significant demand from data centers, gaming, and autonomous vehicles [3] - In Q1 of fiscal 2026, NVIDIA's data center revenues surged 73% year-over-year to $39.1 billion, indicating robust business strength [3][11] - The company’s new GPU platforms, Hopper 200 and Blackwell, are rapidly adopted, enhancing performance for AI workloads [4] - Despite facing export restrictions that led to a projected loss of $10.5 billion in sales from China, NVIDIA anticipates $45 billion in revenues for Q2, reflecting a 50% year-over-year growth [5][11] - NVIDIA's earnings per share (EPS) is projected to increase by 42.1% in fiscal 2026 and 31.3% in fiscal 2027, with upward revisions in estimates indicating strong confidence [12][13] Arm Holdings Overview - Arm Holdings has a long-standing role in the semiconductor sector, with its low-power chip designs prevalent in smartphones and tablets [6] - The company is well-positioned to benefit from the rise of AI and IoT, focusing on energy-efficient chips for smart devices and cloud infrastructure [7] - Arm's business model relies on licensing and royalties, providing steady revenue without heavy capital expenditures [8] - However, Arm faces challenges from global trade issues, with 10-20% of its royalty revenues linked to U.S. shipments, and competition from RISC-V technology in China [9][11] - EPS for Arm is expected to grow by 5.5% in fiscal 2026 and 34.8% in 2027, but recent downward trends in estimates reflect uncertainty [12][14] Comparative Analysis - Over the past year, NVIDIA shares have increased by 6.2%, while Arm Holdings shares have decreased by 16.9% [11] - In terms of valuation, NVIDIA's price-to-sales (P/S) ratio stands at 16.26X, significantly lower than Arm Holdings' 31.2X, suggesting better value for NVIDIA relative to its growth potential [15] - Overall, NVIDIA's scale, technological leadership, and ability to navigate challenges position it as a more favorable investment compared to Arm Holdings, which faces tariff risks and high valuation concerns [16]
Darden to Post Q4 Earnings: What's in Store for the Stock?
ZACKS· 2025-06-18 14:35
Core Insights - Darden Restaurants, Inc. (DRI) is set to report its fourth-quarter fiscal 2025 results on June 20, with earnings per share (EPS) expected to be $2.96, reflecting an 11.7% increase from the previous year [1][8] - Revenue is projected at $3.26 billion, indicating a 10.3% rise compared to the same quarter last year [2][8] Factors Influencing Performance - Darden's fourth-quarter performance is anticipated to benefit from strong brand momentum, strategic menu promotions, and enhanced digital capabilities [3] - Key promotions at Olive Garden, such as the "Buy One, Take One" offer, and seasonal menu items at LongHorn Steakhouse are expected to drive customer traffic [4] - Revenue contributions from Olive Garden and LongHorn Steakhouse are predicted to increase by 6.2% and 9.9% year over year, reaching $1.4 billion and $838 million, respectively [5] Cost Considerations - The partnership with Uber Direct is likely to positively impact performance, with early trends showing check averages approximately 20% higher than traditional to-go orders [6] - However, inflationary pressures, particularly in commodity and labor costs, are expected to affect margins, with an overall inflation rate projected at 3% for the quarter [7] Earnings Prediction - The model indicates a potential earnings beat for Darden, with an Earnings ESP of +0.08% and a Zacks Rank of 3 [8][9]