Evolution is part of life and investing. While history isn't linear, financial options tend to improve over time when there is more data and information from people to learn from.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busi ...

Key Takeaways Gold remains above $3,300 per ounce after a 27% YTD rally fueled by tariffs and central bank buying.Barrick advances Goldrush, Fourmile, Lumwana, and Reko Diq, strengthening its production pipeline.Kinross grows output at Tasiast and Paracatu, while boosting cash flow and reducing debt levels.Barrick Mining Corporation (B) and Kinross Gold Corporation (KGC) are two prominent players in the gold mining space with global operations. While gold prices have fallen from their April 2025 highs, they ...

Vancouver, British Columbia--(Newsfile Corp. - August 22, 2025) - Bravada Gold Corporation (TSXV: BVA) (OTC Pink: BGAVF) (FSE: BRTN) ("Bravada" or "Company") announces that the following incumbent directors were re-elected at the Company's annual general meeting held on August 21, 2025: Joseph A. Kizis, Jr., Lawrence Page, K.C., Michael Rowley, G. Ross McDonald, John Kerr and Nigel Bunting. In addition, the shareholders re-appointed Smythe LLP, Chartered Accountants as auditors of Bravada and approved the ...

Journey Energy Inc. Announces Renewal of Its Normal Course Issuer BidAugust 22, 2025 9:30 AM EDT | Source: Journey Energy Inc.Calgary, Alberta--(Newsfile Corp. - August 22, 2025) - Journey Energy Inc. (TSX: JOY) (OTCQX: JRNGF) ("Journey", or the "Company") announces today that it has received approval from the Toronto Stock Exchange (the "TSX") to undertake a renewal of its normal course issuer bid (the "Bid") to purchase up to 3,400,000 common shares, representing approximately 7.5% of the pu ...

Group 1: Technology Sector Overview - Information technology is one of the top-performing sectors in 2025, but returns are unevenly distributed across the tech universe [1] - The Magnificent Seven, including major firms like Apple Inc. and Alphabet, have performed in line with the broader market, with the Roundhill Magnificent Seven ETF returning 9.6% compared to 9.3% for the S&P 500 year-to-date [2] Group 2: Indie Semiconductor Inc. - Indie Semiconductor, a specialized semiconductor maker for the automotive industry, has a market cap under $1 billion and reported a non-GAAP gross margin of 49.1% in Q2 2025 [3][4] - The company is preparing to scale production of its 77 GHz radar chipset and has found success with its LXM laser product, which could address a market worth up to $5 billion by 2030 [4] - Five out of six analysts have given indie a Buy rating, with a 12-month stock price forecast of $5.90, indicating a potential upside of 37.85% from the current price of $4.28 [5] Group 3: ACM Research Inc. - ACM Research, which specializes in chipmaking equipment, reported a revenue increase of over 6% year-over-year to over $215 million, driven by sales of its Ultra C WB wet bench tool [7][8] - The company has nearly doubled its long-term revenue forecast for its Chinese business to $2.5 billion, anticipating significant growth in the semiconductor space [8] - ACM shares have risen almost 14% year-to-date, with a consensus price target of $26.33, suggesting further upside potential [9] Group 4: Arteris Inc. - Arteris focuses on on-chip interconnect fabric technology and reported Q2 2025 revenue of $16.5 million, beating expectations despite a GAAP net loss of $9.13 million [10][11] - The company has a market cap under $400 million and is expected to have a significant impact in the AI chip industry, with all three analysts rating its shares as a Buy [12] - Analysts project a 12-month stock price forecast of $15.00 for Arteris, indicating a potential upside of 63.40% from the current price of $9.18 [10]

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Core Insights - Ubiquiti Inc. reported quarterly earnings of $3.57 per share, significantly exceeding the Zacks Consensus Estimate of $1.94 per share, and up from $1.74 per share a year ago, representing an earnings surprise of +84.02% [1] - The company achieved revenues of $759.15 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 23.43%, compared to $507.46 million in the same quarter last year [2] - Ubiquiti has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The sustainability of Ubiquiti's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $2.21 on revenues of $629.43 million, and for the current fiscal year, it is $9.29 on revenues of $2.5 billion [7] Industry Context - The Wireless Equipment industry, to which Ubiquiti belongs, is currently ranked in the top 33% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Ubiquiti's stock performance [5][6]

Core Viewpoint - Roblox has faced significant scrutiny due to child safety controversies and shutdown rumors, yet its stock has nearly doubled year-to-date, indicating potential for further growth [1] Stock Ratings and Price Targets - Wolfe Research analyst Shweta Khajuria upgraded Roblox's stock rating from "Peerperform" to "Outperform," with a price target of $150, representing an approximate 28% upside from the current price of $117 [2] - The average target price for Roblox over the next 12 months is $146.74, based on 18 ratings, with the highest projection at $170 and the lowest at $77 [3] Analyst Consensus - Khajuria's price target aligns with the majority view, as nearly all analysts on the platform maintain a "Buy" rating, predicting price levels similar to hers [5] Financial Estimates - The analyst increased Roblox's fiscal 2026 bookings and EBITDA estimates by 7% and 13%, respectively [5] - The market anticipates regional pricing to contribute an additional $318 million in incremental bookings (+5%), while advertising revenue is expected to add about $300 million (+4%) in incremental gross revenue [6]

Core Viewpoint - RIOT Platforms stock is currently valued at approximately $13 per share, reflecting an 11% decline over the past month, which correlates with a 3.5% drop in Bitcoin's price, raising questions about its investment viability [1][2] Valuation Assessment - The company's valuation is assessed against its operational results and financial condition, revealing a moderate financial status and operational performance [2] - RIOT Platforms has a price-to-sales (P/S) ratio of 7.8, significantly higher than the S&P 500's ratio of 3.2, indicating a costly valuation compared to the broader market [4][12] Revenue Growth - RIOT Platforms has experienced substantial revenue growth, with an average annual increase of 28.6% over the past three years, compared to 6.1% for the S&P 500 [8] - Revenues surged by 93.5% from $280 million to $542 million in the last 12 months, outpacing the S&P 500's growth of 5.0% [8] - Quarterly revenues rose 118.5% to $153 million from $70 million year-over-year, while the S&P 500 saw a 4.8% improvement [8] Profitability Analysis - Profit margins for RIOT Platforms are notably lower than most companies in the Trefis coverage universe, indicating weak profitability [6] - The adjusted EBITDA margin for the last twelve months stands at 113%, suggesting high profitability when accounting for non-cash expenses [13] Financial Stability - The balance sheet of RIOT Platforms appears strong, with a debt of $870 million against a market capitalization of $4.6 billion, resulting in a debt-to-equity ratio of 18.8% [15] - Cash and cash equivalents amount to $314 million, contributing to a cash-to-assets ratio of 7.3%, slightly above the S&P 500's 6.8% [15] Downturn Resilience - RIOT stock has historically performed poorly during market downturns, with a peak-to-trough decline of 95.8% from $77.90 in February 2021 to $3.29 in December 2022, compared to a 25.4% decline for the S&P 500 [16] - The stock has not yet recovered to its pre-crisis peak, indicating vulnerability during economic downturns [16] Investment Outlook - Analysts suggest RIOT Platforms is a solid buy, with an average price target exceeding $17, indicating a potential upside of nearly 40% [17] - For risk-averse investors, the Trefis High Quality Portfolio, which includes 30 stocks, has consistently outperformed its benchmark with superior returns and reduced risk [18]

Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...