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PayPal's Growth And Buybacks Are Expected To Double Shareholders Returns
Seeking Alpha· 2025-10-18 08:53
Mehmood is the founder and director of Moods Investment Research based in Ontario, Canada. He has 20+ years of experience working as the vice president of Mashreqbank in Dubai, UAE. He has vast experience in analyzing securities and investing in capital markets. He has the experience of managing a sizable portfolio of equities and real estate investments and has been involved in financial and investment consultancy. He has a BA (Hons) degree with a double major in Law & Politics from York University, Toront ...
ASML Results Update: Price Power Remains Key In A Growing Market
Seeking Alpha· 2025-10-18 08:48
At current market valuation levels, the earnings season will add crucial information for the continuation of the recent bull market. ASML (NASDAQ: ASML ) is traditionally among the first firms to report, together with some banks, and mayI believe in an integrated approach to understand business. In this way, I foster a unique blend of experience in the CFO and Investment pathways. As such my goal is to perform consistent analysis that reflects an inside view of firm mechanics and the value perspective for i ...
Neurocrine Biosciences: Buy Rated As Q3 2025 Earnings Catalyst Approaches (NASDAQ:NBIX)
Seeking Alpha· 2025-10-18 08:47
Neurocrine Biosciences, Inc. (NASDAQ: NBIX ) stock has had a stellar six-month performance with double-digit gains, recovering from 52-week lows recorded in April 2025. However, the past month has been slowish, with marginal losses of below one percent. That said, theGamu Dave Innocent Pasi is a seasoned financial professional and writer, bringing a wealth of experience from his prior roles as a financial analyst and in investment research. With a strong background in analyzing financial statements, capital ...
Neurocrine Biosciences: Buy Rated As Q3 2025 Earnings Catalyst Approaches
Seeking Alpha· 2025-10-18 08:47
Neurocrine Biosciences, Inc. (NASDAQ: NBIX ) stock has had a stellar six-month performance with double-digit gains, recovering from 52-week lows recorded in April 2025. However, the past month has been slowish, with marginal losses of below one percent. That said, theGamu Dave Innocent Pasi is a seasoned financial professional and writer, bringing a wealth of experience from his prior roles as a financial analyst and in investment research. With a strong background in analyzing financial statements, capital ...
1 Top Cryptocurrency to Buy Before It Soars over 500%, According to Standard Chartered
The Motley Fool· 2025-10-18 08:45
Standard Chartered thinks Ethereum has strong potential.Standard Chartered (STAN -3.54%) global head of digital assets research, Geoff Kendrick, says he believes Ethereum (ETH 3.77%) could reach $25,000 by 2028. That's a 505% increase from the closing price of $4,128 on Oct. 14. Kendrick, who is known for his bullish predictions, also thinks Ethereum could reach $7,500 by the end of this year. Kendrick identified two major drivers that could propel Ethereum to new highs. One is heavy corporate and instituti ...
Netflix Earnings Preview: Q3 2025
Seeking Alpha· 2025-10-18 08:45
Wachiwit/iStock Editorial via Getty Images Netflix Inc. (NFLX) will report third quarter 2025 results on Tuesday, Oct. 21, 2025. Here are the key numbers that we're watching. The preview Expectations have remained stable throughout the third quarter. In the previous ...
State Street Corporation 2025 Q3 - Results - Earnings Call Presentation (NYSE:STT) 2025-10-18
Seeking Alpha· 2025-10-18 08:31
Group 1 - The article does not provide any specific content or key points related to a company or industry [1]
Tuya Stock: Quiet Execution, Strong Margins, And A Billion-Dollar Cash Cushion (NYSE:TUYA)
Seeking Alpha· 2025-10-18 08:30
Core Insights - Tuya Inc. (NYSE: TUYA) is maintaining profitability while experiencing growth, despite the stock price being mostly flat since the last coverage in May [1] Company Performance - The company reported Q1 2025 results that align with expectations, indicating stable performance [1] - Tuya is focusing on strong fundamentals and real potential in the tech, infrastructure, and internet services sectors [1] Analyst Background - The analysis is conducted by a financial analyst with a background in petroleum and gas engineering, holding FMVA® and BIDA® certifications [1] - The analyst emphasizes the importance of understanding business growth, market reactions, and data storytelling [1]
Weekly Commentary: Infestation
Seeking Alpha· 2025-10-18 08:30
Core Insights - The individual has extensive experience in the investment banking sector, particularly as a "professional bear" for approximately 30 years, indicating a focus on short-selling strategies [1] - The career began in late 1989 with a short-biased hedge fund, highlighting a long-standing commitment to macroeconomic analysis and investment strategies [1] - The individual has worked with notable firms and figures in the industry, including PrudentBear and Dr. Richebacher, which emphasizes a strong foundation in economic theory and market analysis [1] Career Highlights - The individual was hired as a trader for a short-biased hedge fund in San Francisco in late 1989, marking the start of a significant career in finance [1] - Experience includes roles at Fleckenstein Capital and East Shore Partners, showcasing a diverse background in investment management [1] - A 16-year tenure at PrudentBear as a strategist and portfolio manager, concluding in 2014, reflects a long-term commitment to analyzing market trends and economic conditions [1] Educational Background - Graduated summa cum laude from the University of Oregon with majors in Accounting and Finance in 1984, followed by an MBA from Indiana University in 1989, indicating a strong academic foundation in finance [1] - Early career included working as a treasury analyst at Toyota during significant economic events, which fostered a passion for macro analysis [1] Analytical Philosophy - The individual emphasizes the importance of contemporaneous analysis, inspired by historical economic writings, suggesting a belief in the value of understanding current market dynamics [1] - The perspective on the current global economic environment as a "Bubble period" indicates a critical view of prevailing market conditions and a focus on identifying underlying risks [1]
1 Unstoppable Stock Down 43% to Buy Hand Over Fist, According to Wall Street
The Motley Fool· 2025-10-18 08:30
Core Insights - The investing world is currently focused on artificial intelligence (AI), with many AI stocks reaching all-time highs, but not all are performing well, as seen with Airbnb's stock, which is down 43% from its peak in early 2021 [2] Group 1: Business Performance and Market Position - Airbnb's stock is currently trading at $123, with a Wall Street consensus price target of $139, indicating potential for long-term growth [2] - The platform generated $23.5 billion in gross booking spend last quarter, showing strong performance in its original markets [3] - Despite a mature presence in English-speaking markets, Airbnb sees significant growth potential in non-English-speaking countries, where its market share remains small [4] Group 2: International Expansion Strategy - Airbnb is localizing its product and marketing strategies for international markets, which has already resulted in increased customer demand, particularly in Japan, where first-time bookings rose by 15% year-over-year [5] - Continued international expansion is expected to drive solid bookings, revenue, and earnings growth over the next decade [6] Group 3: Product and Service Expansion - Airbnb is expanding beyond its core home-sharing model by revamping its Experiences product and launching new Services for customers, which include various add-ons for vacationers [8] - The company plans to integrate AI tools to enhance customer service and improve operational efficiency, with a focus on AI-driven travel search capabilities [9] Group 4: Financial Metrics and Valuation - Airbnb's current enterprise value-to-EBIT ratio is 25, with an EBIT margin of 22.5%, which has the potential to expand due to investments in international growth and new product categories [13] - The company is experiencing a 13% year-over-year revenue growth, with expectations for continued double-digit growth in the future [14] - A stock buyback program is being initiated, which is expected to enhance earnings per share (EPS) growth over the long term [14]