Workflow
The Western Union Company (WU) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript
Seeking Alpha· 2025-11-18 17:18
Question-and-Answer SessionTien-Tsin HuangJPMorgan Chase & Co, Research Division Of course, and always a special place in my heart. I always say it out loud, right, Western Union one of the first names I followed when I first started and whether it was through First Data and in the old days. And I have framed somewhere, my Western Union initiation report. So I have to show it to you one day and get you to sign it. So before we get started into the strategy, I thought we built into what you talked about in ...
NIQ Global Intelligence plc (NIQ) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript
Seeking Alpha· 2025-11-18 17:18
To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...
Waters Corporation (WAT) Presents at Jefferies London Healthcare Conference 2025 Transcript
Seeking Alpha· 2025-11-18 17:18
Question-and-Answer SessionMaybe we could -- I think, if we were sitting here a year ago, we'd be talking about the replacement cycle starting to kick off. We're a year into it. Maybe just talk a little bit about some of the trends you saw in 3Q, orders obviously outpacing revenues. So, talk about the momentum, the durability and how the pharma discussions are going now.Udit BatraPresident, CEO & Director Yes. Firstly, thank you for having me here, Tycho, and it's great to be here. I'm not surprised the fir ...
Tue: Nice tumbles as TASE falls sharply
En.Globes.Co.Il· 2025-11-18 17:18
The Tel Aviv Stock Exchange fell today. The Tel Aviv 35 Index fell 1.90% to 3,385.71 points, the Tel Aviv 125 Index fell 1.90% to 3,431.45 points; and the BlueTech Global Index fell 2.31% to 580.96 points. The All Bond corporate bond index fell 0.09% to 419.37 points. Turnover totalled NIS 3.90 billion in equities and NIS 4.29 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.895% higher from Monday, at NIS 3.27/$, and the representative shekel-euro rate was ...
Power Solutions: Sell-Off Looks Overdone. Investors Shouldn't Ignore This Dip.
Seeking Alpha· 2025-11-18 17:18
As a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better ...
Amazon Stock Slides Below Key Level After Bond Sale. Debate About AI Spending Keeps Heating Up.
Investors· 2025-11-18 17:17
TRENDING: 13 Fallen S&P 500 Stocks Slip Into Bear MarketAmazon (AMZN) stock slid Tuesday, pulling back further from the highs it reached earlier this month after a strong Q3 earnings report. The company issued $15 billion of bonds late Monday, as investors are growing leery about the huge sums tech giants are spending on AI infrastructure.The transaction marked Amazon's first bond sale since 2022. It continues a trend that has been Google parent Alphabet (GOOGL), Oracle (ORCL) and Facebook parent Meta Platf ...
Upstart's Push Into Auto and Home Loans: Will Diversification Pay Off?
ZACKS· 2025-11-18 17:16
Key Takeaways Upstart is broadening its business as auto, home and small-dollar loans reach 12% of originations.UPST saw auto, home and small-dollar volumes rise about 300% year over year in the third quarter.Upstart added seven funding partners and saw strong demand for its oversubscribed securitization.Upstart Holdings (UPST) is leaning more into diversification as it works to broaden its business beyond personal loans. Management highlighted that newer verticals, like auto, home and small-dollar loans, a ...
Deutsche Bank Sets RoTE Above 13% & Outlines Growth Plan by 2028
ZACKS· 2025-11-18 17:16
Key Takeaways Deutsche Bank targets 2028 RoTE to be above 13% as part of its next Global Hausbank strategy phase.DB aims for revenues of more than 37B euros by 2028, driven by scaled asset gathering, payments, and advisory.DB plans a payout ratio of 60% starting in 2026 while keeping its CET1 ratio within the 13.5%-14.0% range.Deutsche Bank AG (DB) has outlined a new multi-year strategy that sets fresh growth and profitability targets through 2028, marking the next phase of its Global Hausbank expansion pla ...
Ventas Stock Rallies 16.2% in Three Months: Will It Continue to Gain?
ZACKS· 2025-11-18 17:16
Key Takeaways Ventas posted higher same-store cash NOI, driven by strong SHOP and OM&R portfolio performance.The company accelerated SHOP growth through accretive investments and conversions of triple-net assets.Ventas strengthened liquidity, improved leverage and advanced capital recycling with asset sales and buys.Shares of Ventas (VTR) have risen 16.2% over the past three months compared with the industry’s 1.5% growth.The rising healthcare spending and an aging population will aid Ventas’ senior housing ...
ACHR Outperforms Industry Over the Past Year: Should You Buy?
ZACKS· 2025-11-18 17:16
Core Insights - Archer Aviation Inc. (ACHR) has seen a share price increase of 44.7% over the past year, outperforming the Zacks Aerospace-Defense industry's growth of 22.9% and the broader Zacks Aerospace sector's gain of 20.6% [1] - Other industry players like RTX Corporation and Huntington Ingalls have also performed well, with share price increases of 47.6% and 61.8%, respectively [2] Group 1: Company Performance - ACHR's strong performance may attract investors, but it is essential to evaluate whether the company's fundamentals can sustain long-term growth or if the recent surge is temporary [3] - The Zacks Consensus Estimate indicates a year-over-year improvement in ACHR's losses for 2025 and 2026 [11] - ACHR's stock is currently trading at a discount, with a trailing 12-month Price/Book (P/B TTM) ratio of 2.92X compared to the industry average of 6.29X [13] Group 2: Strategic Developments - In November 2025, Archer Aviation signed an agreement to supply Anduril Industries and EDGE Group with its electric powertrain technology to support the development of Anduril's Omen Autonomous Air Vehicle system [4] - The company has acquired Hawthorne Airport in Los Angeles for $126 million, which will support its planned LA air taxi network and serve as a testbed for AI-powered technologies [5] - Archer Aviation has entered into an agreement with Korean Air to launch its Midnight eVTOL aircraft in Korea, with plans for Korean Air to purchase up to 100 aircraft [6] Group 3: Market Trends and Challenges - The global eVTOL market is expected to grow steadily due to rising demand for urban air mobility and advancements in sustainable transportation [7] - Despite short-term prospects, ACHR faces long-term uncertainties, including certification hurdles, supply-chain issues, and fluctuating demand for eVTOL travel [9][15] - The company's future growth will depend on its ability to design, build, and certify its aircraft, as well as public perception regarding safety, noise, and cost [16]