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Looking for Growth Opportunities Outside the U.S. Market? This International ETF Soared Past the S&P 500 Last Year
The Motley Fool· 2026-01-23 12:32
The iShares Core MSCI EAFE is a low-cost exchange-traded fund that invests in many top international stocks.Investing in U.S. stocks has been a time-tested way to grow your wealth over the years. That's evident with the performance of the S&P 500 index, which includes the top companies on the U.S. markets: It has risen by close to 80% in just the past three years.But because the index has risen so much in a relatively short time frame, you may want to consider investments in other parts of the world that ca ...
CACI(CACI) - 2026 Q2 - Earnings Call Transcript
2026-01-22 14:00
CACI International (NYSE:CACI) Q2 2026 Earnings call January 22, 2026 08:00 AM ET Speaker1Ladies and gentlemen, thank you for standing by. Welcome to the CACI International Second Quarter Fiscal Year 2026 Earnings Conference Call. Today's call is being recorded. At this time, all lines are in a listen-only mode. Later, we will announce the opportunity for questions, and instructions will be given at that time. If you should need any assistance during this call, please press star zero, and someone will help ...
SAP: A Costly Myth Masks A Forming Contrarian Setup
Seeking Alpha· 2026-01-21 17:22
It seems investors have made up their minds that as the AI revolution unfolds, software companies are doomed. This is why shareholders of companies such as Adobe ( ADBE ), Salesforce ( CRM ), Intuit ( INTUI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on inv ...
Kyndryl Unveils New Approach to Driving SAP Modernization Powered by Agentic AI
Prnewswire· 2026-01-21 15:40
Kyndryl and SAP have a long-standing strategic alliance and Kyndryl recently achieved recognition as a global RISE with SAP delivery partner. In addition to leveraging AI within its Clean Field approach, Kyndryl is applying AI-driven services for several SAP solutions to accelerate customers' adoption and optimization of SAP transformation initiatives. Visit the Kyndryl and SAP global alliance page to learn more. Kyndryl's collaboration with Nova Intelligence underpins new Clean Field approach that supports ...
SAP shares hit 17-month low as AI-driven selloff burns $130 bln
Reuters· 2026-01-21 14:37
Core Viewpoint - Shares in Germany's SAP have continued a months-long downtrend, reaching their lowest point since August 2024, with a total market value loss of approximately $130 billion since last year's record high [1] Group 1 - SAP's stock price decline has been significant, indicating ongoing challenges for the company [1] - The current market value loss reflects a substantial decrease from previous highs, highlighting investor concerns [1]
SAP: A Software Bear Market Weighs Ahead Of Earnings (NYSE:SAP)
Seeking Alpha· 2026-01-20 02:11
It has been a strong year-plus for European equities, but not all names have participated in the big bull run. SAP SE ( SAP ) is down 10% over the past 12 months, badly lagging the Vanguard FTSEFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to financial data. Working with ...
SAP: A Software Bear Market Weighs Ahead Of Earnings
Seeking Alpha· 2026-01-20 02:11
Group 1 - European equities have experienced a strong performance over the past year, but not all companies have benefited equally, with SAP SE down 10% in the last 12 months [1] - SAP SE's performance has significantly lagged behind the Vanguard FTSE, indicating potential challenges for the company in the current market environment [1]
BlackLine, Inc. (BL): A Bull Case Theory
Yahoo Finance· 2026-01-19 22:01
We came across a bullish thesis on BlackLine, Inc. on r/valueinvesting by Exciting-Context6012. In this article, we will summarize the bulls’ thesis on BL. BlackLine, Inc.'s share was trading at $52.65 as of Janaury 16th. BL’s trailing P/E was 47.86 according to Yahoo Finance. invest, investment, accountant, accounting, account, money, funds, business, trade, market, earnings, capital, risk, wealth, man, growth, index, foreign, profits, return, desk, Nonwarit/Shutterstock.com BlackLine, Inc. (BL) is a p ...
SAP: My Play Against 'AI Is Killing Software'
Seeking Alpha· 2026-01-19 12:32
I wouldn't want to be on the wrong side of one of the biggest mega cycles in stock market history, which is why I don't envy SAP ( SAP ) and its software peers.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and ma ...
诺和诺德美股股价暴涨,公司减肥口服药在美开局稳健
Feng Huang Wang· 2026-01-16 23:32
周五(1月16日)美股盘中,诺和诺德股价暴涨8%,最高时报62.02美元,创去年9月以来的最高水平。 不过,分析师们仍提醒,需要看到更多数据,才能全面评估Wegovy口服药的早期需求情况。 Nedelcovych也表示,他希望看到直销渠道的完整表现,该渠道对这款口服药的推广"具有显著潜力"。 尽管如此,这一初步数据仍提振了诺和诺德从主要竞争对手礼来手中夺回更多市场份额的希望。 截至发稿,诺和诺德股价报61.59美元,按美股计算总市值达2735亿美元,超过SAP重返欧盟地区前三大最具价值的上市 公司之列,仅次于阿斯麦和LVMH。 早期处方数据显示,诺和诺德在美国新推出的用于治疗肥胖的GLP-1口服药在上市初期表现令人鼓舞。 Leerink Partners分析师David Risinger在报告中引用了IQVIA截至1月9日当周的数据称,Wegovy口服药上市首周大约收获 了3100张处方。 Leerink的分析师还指出,作为对比,礼来的减肥针Zepbound在上市后的首个完整周内约完成了1900张处方。 TD Cowen的报告则参照了Symphony的数据,该行分析师在周五发布的报告中写道,对于首款减重口服药 ...