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Is It Worth Investing in SLB (SLB) Based on Wall Street's Bullish Views?
ZACKS· 2026-03-03 15:31
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about SLB (SLB) .SLB currently has an average brokerage recommendation (ABR) of 1.43, on a scale of 1 ...
Compared to Estimates, L.B. Foster (FSTR) Q4 Earnings: A Look at Key Metrics
ZACKS· 2026-03-03 15:31
L.B. Foster (FSTR) reported $160.37 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 25.1%. EPS of $0.22 for the same period compares to -$0.02 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $157.89 million, representing a surprise of +1.57%. The company delivered an EPS surprise of -66.5%, with the consensus EPS estimate being $0.66.While investors scrutinize revenue and earnings changes year-over-year and how they compare with W ...
X @The Economist
The Economist· 2026-03-03 15:31
Iran’s Supreme Leader was killed on February 28th, aged 86 https://t.co/No7iVJl82P ...
Medtronic CFO Thierry Piéton to speak at upcoming investor conferences
Prnewswire· 2026-03-03 15:31
Medtronic CFO Thierry Piéton to speak at upcoming investor conferences [Accessibility Statement] Skip NavigationGALWAY, Ireland, March 3, 2026 /PRNewswire/ -- Medtronic plc (NYSE:MDT), a global leader in healthcare technology, today announced that Thierry Piéton, Medtronic executive vice president and chief financial officer, will participate in fireside chats at the following investor conferences:Barclays 28th Annual Global Healthcare ConferenceTuesday, March 10, 2026, at 10:30 a.m. a.m. EST (9:30a.m. CST) ...
构建自主可控的集成电路产业体系
半导体行业观察· 2026-03-03 15:30
作者简介 王阳元, 北京大学集成电路学院,北京 100871 卜伟海, 北方集成电路技术创新中心(北京)有限公司,北京 100176 于燮康, 国家集成电路封测产业链技术创新战略联盟,无锡 320214 王润声, 北京大学集成电路学院,北京 100871 王永文, 北京大学软件与微电子学院,北京 102600 刘伟平, 北京华大九天科技股份有限公司,北京 100102 杨德仁, 浙江大学材料科学与工程学院,杭州 310058 严晓浪, 浙江大学材料科学与工程学院,杭州 310058 陈南翔, 长江存储科技控股有限责任公司,武汉 430078 张兴, 北京大学集成电路学院,北京 100871 赵晋荣, 北方华创微电子装备有限公司,北京 100176 康劲, 北方集成电路技术创新中心(北京)有限公司,北京 100176 魏少军, 清华大学集成电路学院,北京 100084 作者简介: 王阳元,教授,中国科学院院士,研究方向为微纳电子学的新器件、新工艺技术和新结构电路,电子信 箱:yywang@pku.edu.cn 摘要 本文立足世界经济50年长波周期演进规律,聚焦第5个长波周期核心引擎——集成电路产业,系统 梳理了 ...
资产配置日报:冲击放大-20260303
HUAXI Securities· 2026-03-03 15:30
3 月 3 日,中东地区美伊冲突持续发酵,权益市场放量下跌。万得全 A 下跌 2.97%,全天成交额 3.16 万亿 元,较昨日(3 月 2 日)放量 1118 亿元。港股方面,恒生指数下跌 1.12%,恒生科技下跌 2.26%。南向资金净流 入 60.81 亿港元,其中腾讯控股和小米集团分别净流入 25.59 亿港元和 7.81 亿港元,而阿里巴巴和中远海能则分 别净流出 12.09 亿港元和 3.84 亿港元。 地缘局势升级导致的流动性冲击延续,亚太市场普跌。上证指数、日经 225和韩国综指分别下跌 1.43%、 3.06%和 7.24%,且均为"昨日跌幅不大,今日大幅调整"的行情,或是市场在随地缘局势升级而不断调整预期。 从 A股内部来看,流动性冲击的特征明显。一是小微盘大跌,中证 2000 下跌 4.16%;二是隐含波动率大幅上 升,沪 300ETF IV 指数上升 12.56%,指向兑现情绪持续发酵。 地缘局势影响下,此前活跃度不高的筹码有所松动。市场延续放量状态,成交额放大至 3.16 万亿元。2 月市 场虽然在大跌后持续修复,但成交不活跃始终是隐忧,代表这段上涨缺乏资金确认,属于偏弱格局下的修复 ...
X @Andrew Tate
Andrew Tate· 2026-03-03 15:30
Pray for peace everywhere.Irregardless of where they live. https://t.co/6cLwYRedgM ...
X @BSCN
BSCN· 2026-03-03 15:30
⚡️ JUST IN: U.S. GOVERNMENT MOVES $BTC IN POSSIBLE TEST TRANSACTIONThe U.S. government has transferred 0.0378 $BTC, roughly $2,520, from a government-held wallet in what appears to be a test transaction.The small size is consistent with a wallet verification move ahead of a larger transfer.On-chain data confirms the movement via Arkham Intelligence.Source: @lookonchain ...
Trading Opportunities Silver & Gold Sell-Off, AI Bull Cases in AAPL & MSFT
Youtube· 2026-03-03 15:30
Tell me David Shazeski is with me, CEO of Sound Planning Group to give us some of his thoughts pertaining to this market reaction, day four of this Iran war in the Middle East conflict. Your thoughts. >> I mean, well, we're seeing the market right now pull back.It had room to pull back. Everything has run really well. It's been strong and you know, now we're seeing some of the hiccups and the volatility of a changing world order.And so, um, I think one of the places that we should probably be paying attenti ...
Rogers Communications (NYSE:RCI) FY Conference Transcript
2026-03-03 15:32
Summary of Rogers Communications FY Conference Call (March 03, 2026) Company Overview - **Company**: Rogers Communications (NYSE: RCI) - **Industry**: Telecommunications Key Points Regulatory Environment and MVNO Impact - The MVNO (Mobile Virtual Network Operator) regime is under scrutiny, with expectations that participants will eventually need to build their own networks after a seven-year period of using existing networks [14][18] - Current regulatory frameworks in Canada favor an owner/operator model, which is essential for encouraging capital investment in network infrastructure [17][18] - Concerns were raised about the sustainability of the MVNO model, which may lead to a permanent wholesale market that discourages investment in retail services [17][18] Capital Expenditure (CapEx) Strategy - Rogers is committed to maintaining an owner/operator model and will not significantly reduce CapEx despite regulatory uncertainties [21] - CapEx has been reduced from CAD 4 billion in previous years to a guidance of CAD 3.3-3.5 billion for 2026, while still focusing on network investment to support a projected CAD 10 billion EBITDA [22] - The company is experiencing 30%-40% data growth annually across both wireline and wireless sectors, necessitating ongoing investment [22] Subscriber Growth Trends - Subscriber growth in Canada has slowed, with expectations of 2% to 2.5% growth for 2026, down from 2.5% in 2025 [24][26] - The first quarter of the year is typically weak for subscriber additions due to seasonal factors and low population growth [24][26] - Heavy discounting in the market has been observed, attributed to competitors' struggles with negative net additions [29][34] Pricing and Competitive Strategy - Rogers has resisted the urge to match aggressive discounting strategies from competitors, focusing instead on maintaining pricing integrity [30][41] - The company aims to prioritize postpaid customers and manage customer life cycles effectively, using a tiered subsidy model to encourage upgrades [50][51] Satellite Service Development - Rogers is in the early stages of commercializing satellite services in Atlantic Canada, with initial trials showing promising results [54][55] - The partnership with Starlink is expected to enhance coverage and service offerings, particularly for remote areas [54][55] MLSE Acquisition and Future Plans - Rogers is in the process of acquiring the remaining 25% interest in MLSE (Maple Leaf Sports & Entertainment), with a valuation expected to be between CAD 20 billion and CAD 25 billion [63][64] - The acquisition is anticipated to enhance the company's media assets and create significant value, with plans to bring in minority investors post-acquisition [63][64] - The goal is to reduce leverage from the current 3.9 times to approximately 3.5 times through this transaction and subsequent recapitalization [65][68] Valuation and Market Perception - The company believes that the value of its sports assets is not currently reflected in its share price, and plans to leverage institutional investments to strengthen its balance sheet [64][73] - Regular updates on sports franchise valuations from sources like Sportico and Forbes will help maintain awareness of asset worth [73] Additional Insights - The discussion highlighted the challenges of balancing subscriber growth, pricing strategies, and regulatory pressures in a competitive telecommunications landscape [18][24][30] - The focus on premium brand offerings and managing customer life cycles is seen as crucial for long-term revenue growth and EBITDA improvement [50][51]