Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive adopts technology enthusiastically, utilizing decades of expertise and experience among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Company Overview - TTM Technologies (TTMI) shares increased by 7.5% to close at $35.70, with a notable trading volume indicating strong investor interest [1] - The stock has gained 23.7% over the past four weeks, reflecting positive market sentiment [1] Financial Performance - TTM Technologies is projected to report quarterly earnings of $0.52 per share, representing a year-over-year increase of 33.3% [2] - Expected revenues for the upcoming quarter are $667.99 million, which is a 10.4% increase compared to the same quarter last year [2] Market Trends - The company is experiencing strong demand in aerospace and defense, data center computing driven by generative AI, and networking markets [1] - The consensus EPS estimate for TTM has remained unchanged over the last 30 days, indicating stability in earnings expectations [3] Industry Context - TTM Technologies is part of the Zacks Electronics - Miscellaneous Components industry, which includes other companies like TE Connectivity (TEL) [3] - TE Connectivity's consensus EPS estimate has changed by -0.1% to $2.07, reflecting an 8.4% increase from the previous year [4]

Core Insights - Zscaler's stock has increased by 18.2% in the past month, outperforming the Zacks Security industry's return of 14.8%, leading investors to consider whether to hold or take profits [1] Group 1: Performance and Demand - The demand for Zscaler's cybersecurity solutions is strong, driven by increasing threats such as nation-state cyber warfare and ransomware attacks [1] - Zscaler achieved a 12-month trailing dollar-based retention rate of 115% in Q2 fiscal 2025, supported by larger bundle sales and robust upsells [2] - Remaining Performance Obligations increased by 28% year over year, indicating strong future revenue commitments [2] Group 2: Government Sector Expansion - Zscaler is enhancing its GovCloud solutions to comply with government security standards, expanding its presence among government agencies [3] - The company added one cabinet-level agency client in Q4, bringing its total to 13 out of 15 U.S. cabinet-level agencies, indicating growth potential in the public sector [4] Group 3: AI Integration and Partnerships - Zscaler is implementing generative AI in its offerings, collaborating with NVIDIA and CrowdStrike to enhance its cybersecurity solutions [5][6] - The integration of NVIDIA's AI technologies strengthens Zscaler's Zero Trust Security model, improving its capabilities in threat intelligence and real-time insights [6] Group 4: Financials and Investments - Zscaler's revenue for fiscal 2025 is projected to increase by 22.2% year over year, reflecting strong demand for its products [8] - Non-GAAP sales and marketing expenses rose by 12.9% year over year to $237.5 million, accounting for 36.7% of Q2 fiscal 2025 revenues, indicating aggressive market strategies [10] - R&D expenses surged by 34.7% year over year to $105 million, representing 16.2% of total revenues, highlighting the company's commitment to innovation [11] Group 5: Valuation Concerns - Zscaler's premium valuation is evident with a Forward 12-month P/S ratio of 11.56X, significantly higher than the sector average of 5.71X, raising concerns about overvaluation [12] Group 6: Investment Recommendation - Despite the premium valuation, Zscaler's AI innovations and strong position in the Zero Trust security space suggest it is a stock worth retaining, currently holding a Zacks Rank 3 (Hold) [15]

Group 1 - Lightwave Logic, Inc. will participate in the 37th Annual ROTH Conference on March 17-18, 2025, where President Tom Zelibor and CFO Jim Marcelli will meet with investors [1] - The ROTH Conference will feature various formats including 1-on-1 meetings, fireside chats, and panels with executives from around 450 companies across multiple growth sectors [2] - Lightwave Logic specializes in proprietary electro-optic (EO) polymers that enable high-speed data transmission with lower power consumption, targeting applications in telecommunications and generative AI [4] Group 2 - ROTH is an investment bank focused on growth companies, providing services such as capital raising, equity research, and M&A advisory [3]