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Should You Buy, Sell or Hold Dell Technologies Stock at P/S of 0.77X?
ZACKS· 2025-06-20 15:45
Core Insights - Dell Technologies (DELL) shares are undervalued with a Value Score of A and a forward 12-month P/S ratio of 0.77X compared to the sector average of 6.36X [1][10] - Despite a year-to-date increase of 1.2%, DELL has underperformed the Zacks Computer and Technology sector, which saw a 1.6% increase, due to macroeconomic challenges and competition [3][5] - The broader PC market recovery is slower than anticipated, with customers delaying purchases and a competitive pricing environment impacting profitability [4] Financial Performance - DELL's AI server orders surged to $12.1 billion in Q1 FY26, with $1.8 billion shipped and a backlog of $14.4 billion, indicating strong future growth potential [10][15] - For Q2 FY26, revenues are projected between $28.5 billion and $29.5 billion, suggesting a 16% year-over-year growth, with a consensus estimate of $29.09 billion [17] - Non-GAAP earnings are expected to be $2.25 per share, indicating a 15% growth at the mid-point, with a consensus estimate of $2.26 per share reflecting a 19.58% year-over-year growth [18] Strategic Partnerships and Innovations - DELL is expanding its partner base, including collaborations with Lowe's, NVIDIA, and Worley, enhancing customer experiences and driving innovation [8][11][13] - The company is focusing on AI infrastructure, with advancements in the Dell AI Factory and the introduction of next-generation PowerEdge servers to accelerate enterprise AI adoption [12][14] - The demand for AI-optimized servers is a key growth driver, supported by strong enterprise interest in generative AI applications [14]
Hershey's Cocoa Challenge: Will Demand Shaping Offset Costs?
ZACKS· 2025-06-20 15:45
Key Takeaways HSY may face up to $100M in unmitigated costs each in Q3 and Q4 from cocoa and Canadian tariffs. HSY is pivoting to lower cocoa items and using price pack architecture to preserve consumer demand. Innovation pipelines and reduced reliance on cocoa inputs are key to HSY's cost-mitigation efforts.The Hershey Company (HSY) is facing mounting pressure from soaring cocoa prices and tariff-related impacts, with up to $100 million in potential unmitigated costs per quarter in the second half of 202 ...
ASTS Gains Traction in Satellite Connectivity Space: Will it Persist?
ZACKS· 2025-06-20 15:45
Key Takeaways ASTS teams up with Vodafone Idea to expand satellite-to-phone connectivity across India's vast mobile market. ASTS has completed satellite voice and video calls using standard smartphones with major telecom partners. Shares are up 295.2% in a year, but falling 2025 and 2026 earnings estimates remain a concern.AST SpaceMobile (ASTS) is building the world’s first and only global cellular broadband network in space, accessible directly by standard smartphones (4G-LTE/5G devices) for commercial ...
Will Wolverine's Bet on Saucony & Merrell Pay Off in the Long Run?
ZACKS· 2025-06-20 15:45
Key Takeaways Saucony's revenues rose 29.6% to $129.8M, with the Asia-Pacific sales more than doubling y/y. Merrell's revenues climbed 13.2% to $150.6M, marking nine U.S. hiking share gains in 10 quarters. The gross margin grew nearly 400 bps at Saucony and above 200 bps at Merrell on pricing and mix.Wolverine World Wide, Inc. (WWW) delivered a strong performance in the first quarter of 2025, led by the continued momentum of its two flagship brands, Saucony and Merrell. These brands, which anchor the comp ...
BIC: Remuneration of Corporate Officer
Globenewswire· 2025-06-20 15:45
Group 1 - The Board of Directors of Société BIC appointed Mr. Rob Versloot as the new Chief Executive Officer effective September 15, 2025 [2] - The remuneration policy for Mr. Versloot for the 2025 fiscal year includes an annual fixed remuneration of €1,060,000, with a variable remuneration target of 100% of the fixed compensation and a maximum of 150% based on performance [4] - Long-term incentives for Mr. Versloot include performance shares valued at €1,590,000 [4] Group 2 - The Board will determine the remuneration policy for the new CEO for the 2026 fiscal year at its year-end meeting, which will be presented to the Annual Shareholders Meeting in 2026 [3] - Mr. Versloot's non-compete agreement includes a 12-month period with an indemnity equal to one year of annual compensation, and termination indemnity is set at one year of fixed and variable compensation if revoked by the Board under certain conditions [4] - BIC is recognized for its commitment to sustainability and education, with a presence in over 160 countries and a diverse portfolio of products [6]
Faruqi & Faruqi Reminds West Pharmaceuticals Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of July 7, 2025 - WST
Prnewswire· 2025-06-20 15:45
Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against West Pharmaceutical Services, Inc. due to allegations of misleading statements and operational inefficiencies that have negatively impacted the company's financial performance [2][4]. Group 1: Allegations Against West Pharmaceutical Services - The complaint alleges that West and its executives violated federal securities laws by making false and misleading statements regarding customer demand and product performance [4]. - Specific claims include that West was experiencing significant destocking in its High-Value Products portfolio, contrary to its public statements [4]. - The SmartDose device, which was marketed as a high-margin growth product, was actually dilutive to profit margins due to operational inefficiencies [4]. - The company faced risks of costly restructuring activities, including exiting contracts with long-standing customers in the continuous glucose monitoring sector [4]. Group 2: Financial Impact and Stock Performance - The truth about the company's financial struggles was revealed on February 13, 2025, when West issued weak revenue and earnings forecasts for 2025, attributing this to contract manufacturing challenges and the loss of major customers [5]. - Following this announcement, West's stock price plummeted by $123.17 per share, a decline of 38%, closing at $199.11 [5]. Group 3: Legal Proceedings and Investor Actions - Investors who purchased securities in West between February 16, 2023, and February 12, 2025, are encouraged to discuss their legal rights and options with Faruqi & Faruqi [1][2]. - There is a deadline of July 7, 2025, for investors to seek the role of lead plaintiff in the federal securities class action against West [2][6]. - The firm is also seeking information from whistleblowers, former employees, and shareholders regarding West's conduct [7].
Roche's Lunsumio and Polivy combination significantly prolongs remission for people with relapsed or refractory large B-cell lymphoma
GlobeNewswire News Room· 2025-06-20 15:45
Pivotal phase III SUNMO study demonstrated an 11.5 month median progression-free survival - three times longer than R-GemOx1This well-tolerated investigational combination therapy avoids traditional chemotherapy and may be suitable for outpatient community careThese data demonstrate Roche's commitment to providing options for diverse patient and healthcare system needs in this difficult-to-treat lymphoma Basel, 20 June 2025 - Roche (SIX: RO, ROG; OTCQX: RHHBY) presented today results from the phase III SUNM ...
Faruqi & Faruqi Reminds Iovance Biotherapeutics Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of July 14, 2025 - IOVA
Prnewswire· 2025-06-20 15:45
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses Exceeding $100,000 In Iovance To Contact Him Directly To Discuss Their OptionsIf you suffered losses exceeding $100,000 in Iovance between August 8, 2024 and May 8, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).[You may also click here for additional information]NEW YORK, June 20, 2025 /PRNewswire/ -- ...
Roche’s Lunsumio and Polivy combination significantly prolongs remission for people with relapsed or refractory large B-cell lymphoma
Globenewswire· 2025-06-20 15:45
Pivotal phase III SUNMO study demonstrated an 11.5 month median progression-free survival - three times longer than R-GemOx1This well-tolerated investigational combination therapy avoids traditional chemotherapy and may be suitable for outpatient community careThese data demonstrate Roche's commitment to providing options for diverse patient and healthcare system needs in this difficult-to-treat lymphoma Basel, 20 June 2025 - Roche (SIX: RO, ROG; OTCQX: RHHBY) presented today results from the phase III SUNM ...
Compagnie de l'Odet : Availability of the description of share buyback program
Globenewswire· 2025-06-20 15:45
Group 1 - The shareholders of Compagnie de l'Odet authorized a share buyback program during the Combined General Meeting held on June 17, 2025 [2] - The Board of Directors has been granted the authority to implement the share buyback program and can delegate powers in accordance with the law [2] - Details of the share buyback program will be included in the 2024 annual financial report as per the regulations of the Autorité des Marchés Financiers (AMF) [2]