3 Uncomfortable Questions For Target's New CEO
Forbes· 2025-08-20 16:25
Target faces challenges to reinvigorate business strategy and performance. Getty ImagesThe impulsive reaction to Target’s long-overdue CEO change is — what took so long?The bull’s-eye retailer’s well-publicized include plateaued sales since 2022 and shares down 60% from their 2021 peak. During outgoing CEO Brian Cornell’s eleven-year tenure, Target stock grew a pedestrian, cumulative 76%. That’s roughly 5% per year, just slightly over compounded inflation and risk-free rates. Conversely, rival Walmart and t ...
Will Headwinds Derail Trade Desk's Double-Digit Growth Trajectory?
ZACKS· 2025-08-20 16:21
Key Takeaways The Trade Desk projects at least $717M in Q3 revenue, up 14% year over year.Growth is slowing from Q1's 25% and Q2's 18.6%, signaling a maturing trajectory.Rising operating costs, up 17.8%, are pressuring margins amid competition and uncertainty.The Trade Desk, Inc. (TTD) reported second-quarter 2025 revenues of $694 million, reflecting an 18.6% year-over-year increase. The figure exceeded the company’s guidance of at least $682 million and topped the consensus estimate by 1.4%. Connected TV ( ...
DexCom Expands Access and Innovation While Balancing Headwinds
ZACKS· 2025-08-20 16:21
Key Takeaways DXCM posts strong growth, expanding access and raising FY25 revenue outlook.DXCM momentum led by type 2 wins, Stelo adoption and 15-day G7 launch.DXCM focuses on global growth, AI integration and margin recovery.DexCom, Inc. (DXCM) reported second-quarter 2025 results that highlighted robust top-line growth, continued progress in expanding access and meaningful product innovation. Revenues grew 15% year over year to $1.16 billion, with broad-based contributions from both the U.S. and internati ...
GEHC Positioned for Growth With AI, Global Expansion and Margins
ZACKS· 2025-08-20 16:21
Key Takeaways GEHC posts 7% revenue growth and steady EPS, reaffirming FY25 outlook.GEHC momentum is driven by Imaging demand, diagnostics and AI expansion.GEHC leverages global reach, innovation and efficiency to sustain growth.GE HealthCare Technologies (GEHC) posted a solid second-quarter 2025 earnings report, underscoring its ability to deliver growth amid a challenging macro backdrop. Revenues rose 7% year over year to $5.25 billion, driven by strength in Imaging, Patient Care Solutions and Pharmaceuti ...
Starbucks Stock Falls 19% in 6 Months: Time to Buy or Stay Away?
ZACKS· 2025-08-20 16:21
Key Takeaways Starbucks stock fell 18.6% in six months, underperforming the industry and the S&P 500.EPS estimates for 2025 and 2026 dropped 11.2% and 6.8% in the past 30 days.U.S. comparable sales fell 2% in 3Q25, with EPS down 45% and margins under pressure.Starbucks Corporation (SBUX) shares have declined 18.6% over the past six months, compared to a 6% decrease in the industry. In the same time frame, the S&P 500 has risen 7.4%.At the same time frame, Starbucks has underperformed other industry players, ...
Nvidia's Silicon Silk Road: From China's Firewalls To Saudi Arabia's Data Palaces
Benzinga· 2025-08-20 16:20
If the original Silk Road moved silk and spices, the 2025 version is trading in silicon. At the center sits NVIDIA Corp NVDA, the $4 trillion chip colossus, threading its GPUs through the geopolitical maze of China's firewalls and Saudi Arabia's gilded data palaces. The stakes? Not just who builds the fastest AI, but who controls the digital infrastructure of the next decade.Track NVDA stock here.China's Workarounds and Walling OffFor Nvidia, China has been both a goldmine and a minefield. The U.S. slapped ...
Keysight's Q3 Earnings Surpass Estimates, Revenues Rise Y/Y
ZACKS· 2025-08-20 16:16
Key Takeaways Keysight's Q3 sales rose to $1.35B from $1.22B, beating guidance and consensus estimates.CSG revenues grew 11% on AI data-center demand and aerospace and defense momentum.EISG revenues climbed to $412M, driven by strength in the semiconductor and general electronics verticals.Keysight Technologies, Inc. (KEYS) reported strong third-quarter fiscal 2025 results, wherein both bottom and top lines beat the Zacks Consensus Estimate. Based in Santa Rosa, CA, the leading electronic design and testing ...
Is the Options Market Predicting a Spike in Turtle Beach Stock?
ZACKS· 2025-08-20 16:16
Investors in Turtle Beach Corporation (TBCH) need to pay close attention to the stock based on moves in the options market lately. That is because the Oct 17, 2025 $07.50 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It cou ...
Chemours Enters Strategic Agreement With SRF to Boost Supply
ZACKS· 2025-08-20 16:16
Key Takeaways Chemours signed strategic agreements with SRF to expand global supply and flexibility.The deal grants Chemours access to SRF's capacity for fluoropolymers and fluoroelastomers.The partnership supports Chemours' shift toward higher value applications without upfront CapEx.The Chemours Company (CC) signed strategic agreements with SRF Limited (“SRF”), a manufacturer of industrial and specialty intermediates, including fluoropolymers, to strengthen its supply chain all across the globe while also ...
SYM vs. COHR: Which Technology Services Stock Has an Edge?
ZACKS· 2025-08-20 16:16
Key Takeaways Symbotic posted 26% revenue growth in Q325, driven by its $22.4 B backlog.Coherent's revenues rose 23% in fiscal 2025, fueled by AI datacenter and telecom recovery.COHR trades at a cheaper valuation than SYM and benefits from a strong product portfolio.Symbotic (SYM) and Coherent Corp. (COHR) are well-established names in the Zacks Technology Services industry. Symbotic, based in Wilmington, MA, develops, commercializes, and deploys innovative, comprehensive technology solutions for improving ...