Flex Ltd. (FLEX) is benefiting from robust demand in its data center, networking and automotive power electronics segments. In the past month, shares have jumped 21.8%, driven by better-than-anticipated results and a robust outlook.Flex reported fourth-quarter fiscal 2025 results, wherein earnings and revenues not only beat the Zacks Consensus Estimate but also grew year over year. Buoyed by this solid performance, Flex issued a positive outlook for fiscal 2026. Strong execution and a favorable product mix ...

Cyngn announces the notice of allowance for a new patent related to the Company's autonomous vehicle (AV) solutions. MENLO PARK, Calif., May 28, 2025 /PRNewswire/ -- Cyngn Inc. (the "Company" or "Cyngn") (Nasdaq: CYN) announced the notice of allowance for a new patent related to the Company's innovative autonomous vehicle (AV) solutions. Cyngn Receives Notice of Allowance for 23rd U.S. Patent for its AI-Powered Autonomous Vehicle Technologies. Cyngn Receives Notice of Allowance for 23rd U.S. Patent for its ...

In connection with the subscription period for Terranet AB’s rights issue of units, which runs from May 27 to June 11, 2025, the company invites shareholders and other interested parties to a digital investor meeting. The meeting will be held via Microsoft Teams on June 3, 2025, at 14:00 CEST. During the session, Terranet’s CEO Lars Lindell will present the company’s latest progress, including the development of BlincVision, plans for the launch of the Minimum Viable Product (MVP), and continued collaborati ...

Tesla (NASDAQ: TSLA) stock could decline over 40%, according to the outlook by banking giant UBS, which reaffirmed its bearish stance on the electric vehicle (EV) manufacturer. In an investor note on May 27, UBS analyst Joseph Spak reiterated his 'Sell' rating on Tesla, maintaining a price target of $190 per share, a 43% drop from the last market closing value of $339. Finbold Meanwhile, Tesla's image has taken a hit in Europe, with UBS attributing the damage partly to CEO Elon Musk's political statements a ...

Reading the tea leaves on Nvidia While there is still broader market uncertainty, particularly as U.S. Treasury yields surged, investors seem to have renewed faith in AI demand and Nvidia currently trades at a cheaper forward earnings multiple than earlier this year, so it's not a bad time for long-term oriented buyers to buy shares or start dollar-cost averaging again. A ride-sharing company with autonomous potential Many sports fans may know David Tepper as the owner of the NFL's Carolina Panthers. But in ...

May 20, 2025 10:00 PM GMT China Autos & Shared Mobility: Investor Presentation | Asia Pacific Japan Summit – AI-Enabled Mobility & Humanoid Robotics | M | | | | --- | --- | --- | | | | Update | | May 20, 2025 10:00 PM GMT | | | | China Autos & Shared Mobility: Investor | Morgan Stanley Asia Limited+ | | | Presentation Asia Pacific | Tim Hsiao | | | | Equity Analyst | | | | Tim.Hsiao@morganstanley.com | +852 2848-1982 | | Japan Summit – AI-Enabled | Stanley Wang Research Associate | | | | Stanley.Wang@morgan ...

Core Viewpoint - Uber Technologies faces mixed sentiment among shareholders due to a revenue miss and lack of interest from Elon Musk in acquiring the company, despite the stock nearing all-time highs [1] Financial Performance - In Q1 2025, Uber reported revenue of $11.5 billion, a 14% increase year-over-year, but missed analyst estimates by approximately $86 million, indicating a slowdown from 18% growth in 2024 [3] - The number of trips grew by 18% annually in Q1, slightly below the 19% rise in 2024, attributed to increased frequency among monthly active platform consumers (MAPCs) likely due to the Uber One membership program [4] - Uber reported nearly $1.8 billion in net income for Q1, significantly improved from a loss of $654 million in the same quarter last year, aided by a $402 million income tax benefit [5] Growth Projections - Analysts forecast 15% revenue growth for both 2025 and 2026, reflecting the platform's increasing popularity [5] - Despite concerns, Uber's stock has risen nearly 40% over the past 12 months, with a current P/E ratio of 16, indicating reasonable pricing even when considering a forward P/E ratio of 25 [6] Business Segments - Uber's mobility and delivery segments showed strong performance, with revenue growth of 15% and 18% respectively, while freight revenue declined by 2%, accounting for only 11% of total revenue in Q1 [7] - The potential for Uber to evolve into a self-driving car stock is significant, with partnerships established with companies like Alphabet's Waymo and May Mobility, allowing users to request autonomous rides in select cities [8] Competitive Advantage - The combination of human and autonomous drivers may provide Uber with a competitive edge over companies like Tesla, as the transition to autonomous services is not expected to eliminate human drivers in the near term [9] Investment Outlook - Current conditions suggest that it is not the right time to abandon Uber stock, as the company's core segments continue to grow at double-digit rates, making it attractive even at a forward P/E ratio of 25 [10][11] - The potential success in autonomous vehicles could further enhance revenue, solidifying Uber's role in personal transportation [11]

Core Viewpoint - The rising U.S. budget deficit is impacting investor sentiment, leading to stock sell-offs, which may present buying opportunities for informed investors [1] Group 1: Uber Technologies (UBER) - Uber Technologies is highlighted as a stock pick following its Go-Get 2025 event, where it introduced new products aimed at user attraction [3][4] - Evercore analyst Mark Mahaney reiterated a buy rating on UBER with a price target of $115, noting the launch of Price Lock and Prepaid Pass as significant new offerings [4][5] - Mahaney believes Uber can sustain approximately 30% earnings growth, maintaining its position as one of Evercore's top "Longs" despite a solid year-to-date rally [7] Group 2: CyberArk Software (CYBR) - CyberArk Software reported better-than-expected Q1 2025 results, with subscription annual recurring revenue reaching $1.028 billion [8] - Baird analyst Shrenik Kothari reaffirmed a buy rating on CYBR, raising the price target to $460, citing strong performance across key metrics [9][10] - Kothari noted that CyberArk's identity security platform continues to attract customers, with no impact from macro pressures on deal flow [12] Group 3: Palo Alto Networks (PANW) - Palo Alto Networks delivered market-beating earnings and revenue for Q3 FY25, although its adjusted gross margin fell short of expectations [14] - TD Cowen analyst Shaul Eyal reiterated a buy rating on PANW with a price target of $230, highlighting strong results and significant product revenue growth [15][16] - Eyal expects Palo Alto to remain a market leader in next-gen firewalls and to expand into adjacent security markets, leveraging its large customer base for cross-selling opportunities [18]

Tesla Inc TSLA bull and analyst Dan Ives has raised the price target on the electric vehicle stock once again ahead of an upcoming robotaxi launch.The Tesla Analyst: Wedbush analyst Ives maintained an Outperform rating on Tesla and raised the price target from $350 to $500.Read Also: Tesla Q1 Misses Estimates As Tariff Pressures Weigh On Outlook, Lower-Cost EVs Still On TrackThe Analyst Takeaways: Tesla is set to benefit from a new era of autonomous vehicles, Ives said in the new investor note."We believe t ...

In a recent report, Goldman Sachs singled out some notable surprises among the companies that saw an uptick in hedge fund ownership.As stocks that see increases in hedge fund ownership tend to perform well in their sectors, they are certainly worth keeping an eye on. But what about Knight-Swift (NYSE: KNX)?Is the transportation industry profitable?Judging by Goldman Sachs reports, it appears that Wall Street has set its sights on Knight-Swift Transportation, the largest truckload carrier in the U.S. Sure, t ...