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SMR Gains From Rising Data Center Needs: Will it Drive Revenue Growth?
ZACKS· 2025-08-22 18:56
Core Insights - NuScale Power Corporation is experiencing growth due to rising energy demands from data centers, particularly those supporting advanced AI systems [1][11] - Data centers are projected to triple their energy consumption over the next three years, potentially accounting for 12% of U.S. electricity consumption by 2028, creating significant opportunities for NuScale Power [2] - Major technology companies like Meta, Microsoft, Alphabet, and Oracle are increasingly committing to nuclear energy and SMR technology to meet sustainability goals, enhancing NuScale Power's market position [3][4] Industry Dynamics - NuScale Power's small modular reactor (SMR) technology provides consistent, carbon-free energy, aligning with the needs of hyperscale data centers [2][11] - The company has established a strong manufacturing ecosystem and strategic partnerships, such as with ENTRA1, positioning it well to meet global energy needs [5][11] - Competition in the nuclear energy sector is intensifying, with companies like Oklo and Constellation Energy also targeting the growing energy demands of data centers [6] Competitive Landscape - Oklo has formed a collaboration with Vertiv to develop advanced power and thermal management solutions for data centers, utilizing onsite nuclear power plants [7] - Constellation Energy has secured a 20-year power purchase agreement with Meta to supply nuclear power for AI data centers, starting in 2027, which will support Meta's growth and sustainability efforts [8] Financial Performance - NuScale Power's stock has surged 86.8% year-to-date, outperforming the Zacks Computer & Technology sector and the Zacks Electronics-Power Generation industry [9] - The stock is currently trading at a premium, with a forward 12-month Price/Sales ratio of 79.24X compared to the sector's 6.56X, indicating a high valuation [12] - The Zacks Consensus Estimate for 2025 indicates a loss of 46 cents per share, which has widened recently, while the company reported earnings of 42 cents per share in the previous year [14]
BHVN Deadline: BHVN Investors with Losses in Excess of $100K Have Opportunity to Lead Biohaven Ltd. Securities Fraud Lawsuit
Prnewswire· 2025-08-22 18:53
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Biohaven Ltd. securities during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit [1] Group 1: Class Action Details - The class period for the Biohaven securities is from March 24, 2023, to May 14, 2025, inclusive [1] - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by September 12, 2025 [2] Group 2: Legal Representation - Investors are encouraged to select qualified counsel with a successful track record in securities class actions [3] - Rosen Law Firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time [3] - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [3] Group 3: Allegations Against Biohaven - The lawsuit alleges that Biohaven made false and misleading statements regarding the regulatory prospects of its drug, troriluzole, and its efficacy for treating bipolar disorder [4] - It is claimed that the overstated prospects were likely to negatively impact Biohaven's business and financial condition once revealed [4] - Investors are said to have suffered damages when the true details about the company's statements became public [4]
IRBT Deadline: IRBT Investors with Losses in Excess of $100K Have Opportunity to Lead iRobot Corporation Securities Fraud Lawsuit
Prnewswire· 2025-08-22 18:53
NEW YORK, Aug. 22, 2025 /PRNewswire/ --Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of iRobot Corporation (NASDAQ: IRBT) between January 29, 2024 and March 11, 2025, both dates inclusive (the "Class Period"), of the important September 5, 2025 lead plaintiff deadline.So What: If you purchased iRobot securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.What to ...
Intuit's Soft Guidance Shakes Stock, Analysts Bet On TurboTax, AI For Rebound
Benzinga· 2025-08-22 18:52
Intuit INTU shares are trading lower after the company’s first-quarter revenue guidance fell short of estimates. Multiple analysts lowered their price forecasts following the report.Keybanc analyst Alex Markgraff maintains Intuit as an Overweight and has lowered the price forecast from $850 to $825.RBC Capital analyst Rishi Jaluria reiterates Intuit with an Outperform and a $850 price forecast.Also Read: Intuit Stock Slides On Q4 Earnings: The DetailsKeyBancMarkgraff trimmed his price forecast after factori ...
CHINA HONGQIAO(01378.HK):STRENGTHENING COST LEADERSHIP MAINTAIN \"BUY\"
Ge Long Hui· 2025-08-22 18:49
1H2025 earnings grew by 35.0% YoY, in line with the previous positive profit alert. The profit growth in 1H2025 was mainly attributable to three factors: 1) margin improvement driven by higher prices of primary aluminum and alumina; 2) improved operational efficiency (SG&A expenses declined by 5.1% YoY to RMB2.68 bn); and 3) optimized debt structure with lower finance costs (down by 17.7% YoY to RMB1.28 bn). Demonstrating strong confidence in future development, the management announced a share buyback plan ...
SRPT Deadline: SRPT Investors with Losses in Excess of $100K Have Opportunity to Lead Sarepta Therapeutics, Inc. Securities Fraud Lawsuit
Prnewswire· 2025-08-22 18:49
NEW YORK, Aug. 22, 2025 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Sarepta Therapeutics, Inc. (NASDAQ: SRPT) between June 22, 2023 and June 24, 2025, both dates inclusive (the "Class Period"), of the important August 25, 2025 lead plaintiff deadline.So What: If you purchased Sarepta Therapeutics securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee ar ...
Why TreeHouse Foods Rallied Today
The Motley Fool· 2025-08-22 18:47
The indebted private-label food manufacturer rallied on the prospect of interest rate cuts.Shares of private label food manufacturer TreeHouse Foods (THS 10.68%) rallied double digits on Friday, appreciating 10.5% as of 1:21 p.m. ET.Today, Federal Reserve Chair Jay Powell appeared to hint at interest rate cuts in the months ahead. The prospect of rate cuts led to a bout of buying and short covering in many rate-dependent stocks. As a highly indebted name, TreeHouse was no exception.Jay Powell hints rate cut ...
Why Shares of Palantir Are Rising Today After a Big Losing Streak
The Motley Fool· 2025-08-22 18:47
Palantir is coming off a rough last week of trading.Shares of the artificial intelligence decision-making company Palantir (PLTR 1.74%) traded nearly 2.3% higher as of 2:37 p.m. ET today, after being up as much as 4.5% earlier today. There is no obvious reason behind the move, but it is likely being driven by the broader-market rally.Coming off a big losing streakPalantir stock has seemingly been invincible. It's up over 1,600% in the past five years and over 110% this year. But the stock has struggled as o ...
ARKK And QQQM: More Reasons To Go With QQQM
Seeking Alpha· 2025-08-22 18:46
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Sensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, dire ...
Taylor Devices' Q4 Earnings Surge Y/Y on Defense Demand
ZACKS· 2025-08-22 18:46
Shares of Taylor Devices, Inc. (TAYD) have gained 4.7% since the company reported its earnings for the quarter ended May 31, 2025. This compares favorably to the S&P 500 index, which has declined 1.2% in the same time frame. However, over the past month, Taylor Devices’ stock has declined 5.8%, underperforming the S&P 500’s 0.7% growth. This divergence suggests that while the immediate post-earnings reaction was positive, broader market factors or company-specific concerns may have weighed on the shares mor ...