NEW YORK, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Synopsys, Inc. (“Synopsys” or the “Company”) (NASDAQ: SNPS) investors of an upcoming deadline involving a securities fraud class action lawsuit commenced against the Company. Should You Join This Class Action Lawsuit? Do you, or did you, own shares of Synopsys, Inc. (NASDAQ: SNPS)?Did you purchase your shares between December 4, 2024 and September 9, 2025, inclusive?Did you lose money ...

Core Insights - Academy Sports and Outdoors, Inc. has appointed Michael Dastugue, Shannon Hennessy, and Clay Johnson to its Board of Directors, effective December 1, 2025, enhancing the company's strategic capabilities in various areas [1][2][5] Group 1: Board Appointments - Michael Dastugue brings over 30 years of experience in accounting, finance, real estate, and retail operations, having served as CFO for Hanesbrands and Walmart [2][3] - Shannon Hennessy has 25 years of experience in restaurant leadership and consulting, recently serving as CEO of Habit Burger & Grill and previously as CFO for KFC [3][4] - Clay Johnson has over 25 years of experience in digital transformation and cybersecurity, most recently as Chief Digital and Technology Officer for Yum! Brands [4] Group 2: Strategic Implications - The addition of these industry veterans is expected to strengthen Academy's business strategies and support its Long Range Plan for growth [1][2] - The new board members' expertise aligns with Academy's focus on digital transformation, artificial intelligence, accounting, finance, and real estate [1][2] Group 3: Company Overview - Academy Sports and Outdoors is a leading full-line sporting goods and outdoor recreation retailer in the U.S., with over 300 stores across 21 states [6] - The company's mission is to provide "Fun for All," supported by a localized merchandising strategy that appeals to a broad consumer base [6]

Core Insights - Cryptocurrency stocks are positioned to benefit from rising crypto prices and have lower market caps than Bitcoin, allowing for greater potential returns [1] - Companies like Robinhood and Cipher Mining are highlighted as promising growth stocks in the crypto sector due to their strong revenue generation and strategic initiatives [2][8] Group 1: Robinhood - Robinhood has experienced significant growth in crypto transaction revenue, surging over 300% year over year in Q3 [3] - Overall transaction-based revenue increased by 129% year over year, with net interest revenue and other revenue rising by 66% and 100% year over year, respectively [4] - The company is diversifying its revenue streams, with investments in prediction markets expected to further boost transaction-based revenue [5] - Q4 is showing strong early performance, with record monthly trading volumes across various asset classes [6] - Robinhood aims to be a comprehensive platform for investment and speculative opportunities [7] Group 2: Cipher Mining - Cipher Mining is leveraging its crypto mining infrastructure to create AI data centers, positioning itself uniquely in the market [9] - The company has secured significant deals, including a 10-year $3 billion agreement with Fluidstack and a 15-year $5.5 billion deal with Amazon [10] - With a pipeline of 3.2 gigawatts, Cipher Mining has the capacity to support multiple large tech deals, which is crucial given the high energy demands of AI technologies [11] - The company has a market cap below $10 billion, indicating substantial growth potential if it can secure more deals in the future [12]

Core Viewpoint - The world is undergoing rapid changes due to advancements in artificial intelligence and machine learning, with a significant impact expected on Tesla's value in the coming years due to its improved full self-driving software [1][2]. Company Overview - Tesla is the largest automaker globally, with a market capitalization of $1.4 trillion, primarily generating sales from its Model Y electric SUV and Model 3 electric sedan, along with other models like the Model S, Model X, and Cybertruck [4]. - The company incorporates advanced technology in its vehicles, including centralized touchscreens, autopilot features, and over-the-air software updates [4]. Stock Performance - Tesla's shares have increased over 4% this year, which is moderate compared to other automakers, with General Motors leading at a 36% increase, while Toyota and Honda are up less than 5%, and Stellantis NV has decreased nearly 20% [5]. - The price-to-earnings ratio for Tesla is exceptionally high at 280, indicating that investors are paying a significant premium for the stock compared to other automakers, which have P/E ratios below 15 [6]. Financial Results - In the third quarter, Tesla reported revenue of $28.09 billion, up from $25.18 billion year-over-year, but experienced a decline in margins from 10.8% to 5.8% [7]. - The net income for the quarter was $1.95 billion, down from $2.18 billion in Q3 2024, and the earnings per share were $0.37, missing analysts' expectations of $0.41 [7].

Group 1: Market Trends and Innovations - Wall Street is witnessing signs of breakdown in several hyped trends and innovations that have historically driven stock market growth [1][3] - The internet's arrival in the mid-1990s significantly altered the growth trajectory for American businesses and retail investors [2] - Currently, three major trends are emerging simultaneously: Artificial Intelligence (AI), Quantum Computing, and Bitcoin treasury strategy, raising concerns about potential simultaneous market bubbles in 2026 [3] Group 2: Artificial Intelligence (AI) - AI is viewed as a transformative technology that could rival the internet, enabling software to make decisions without human oversight [4] - Despite high sales growth in AI infrastructure, there are concerns about the optimization of AI solutions and the return on investment for businesses [5] - AI stock valuations are difficult to justify, with companies like Palantir Technologies (PLTR) exhibiting a trailing-12-month price-to-sales (P/S) ratio of 102, which is unsustainable historically [6][8] Group 3: Quantum Computing - Quantum computing is identified as a second potential market bubble, with stocks like IonQ, Rigetti Computing, and D-Wave Quantum experiencing significant price increases [8][9] - These companies face challenges due to the untested nature of quantum technology and the long timeline required for practical business applications [11] - Current valuations for quantum computing stocks are extremely high, with P/S ratios of 130, 906, and 246, indicating bubble territory [12] Group 4: Bitcoin Treasury Strategy - The Bitcoin treasury strategy involves companies using cash or issuing stock to purchase Bitcoin, which is perceived as a hedge against inflation [14][15] - Companies adopting this strategy are generally losing money and diluting shareholder value, raising concerns about sustainability [18][19] - Bitcoin itself is facing scrutiny regarding its real-world utility, with potential implications for the valuation of companies holding Bitcoin on their balance sheets [20]

Financial Data and Key Metrics Changes - The company reported a 24% year-over-year revenue growth, reaching $148 million in Q3 2025, exceeding guidance of 21% to 23% [16][19] - Adjusted diluted earnings per share increased to $0.40, surpassing guidance of $0.33 to $0.36 [18] - Gross margins expanded to 71.6%, up 170 basis points from the previous year, exceeding guidance of 68% [17] - Adjusted EBITDA for the quarter was $29 million, above the guidance of $26 million to $28 million [18] Business Line Data and Key Metrics Changes - Il Makiage experienced double-digit online revenue growth, with a target of $1 billion revenue by 2028 [11] - SpoiledChild is expected to generate $225 million in revenue for 2025, indicating strong performance [12] - International revenue increased approximately 40% year-over-year in the first nine months of 2025, with successful scaling in existing markets [11] Market Data and Key Metrics Changes - The company noted that 83% of revenue still comes from the U.S., with international markets contributing 17% [23] - New geographic expansions include Italy, Spain, Netherlands, Ireland, Sweden, and Denmark, with testing in Japan, Mexico, and Korea [24] Company Strategy and Development Direction - The launch of Methodic, a new brand focused on dermatology, aims to transform medical care with high-efficacy treatments [5][6] - The company plans to expand Methodic into new medical domains beyond dermatology in the future [7] - Continued investment in technology and innovation, particularly in AI and proprietary datasets, is a key focus for driving direct-to-consumer growth [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a challenging industry backdrop, citing strong repeat customer rates as a buffer against acquisition cost increases [40] - The outlook for 2025 has been raised, with expected net revenue between $806 million and $809 million, representing 24% to 25% year-over-year growth [19] Other Important Information - The company ended the quarter with $793 million in cash and cash equivalents, plus an additional $200 million available on undrawn credit facilities [19] - Methodic's launch includes a significant media campaign, marking the largest TikTok activation in the company's history [10] Q&A Session Summary Question: Can you unpack the 40% year-to-date growth in international markets? - Management noted that 83% of revenue still comes from the U.S., with international growth being strategically important and focused on existing markets [23][24] Question: Thoughts on Methodic's ability to bring in new customers? - Management indicated that Methodic will attract both new and existing customers, with a mixed approach to user acquisition [25][27] Question: How to think about Methodic's brand for 2026? - Expectations are for Methodic to scale faster than SpoiledChild, with a focus on user acquisition and long-term growth [32][34] Question: Views on the health of the U.S. consumer? - Management acknowledged external softness but highlighted strong internal performance and repeat customer growth as mitigating factors [40] Question: Is the growth algorithm for 2026 any different? - No changes to the growth algorithm of 20% revenue growth and 20% adjusted EBITDA margin were indicated [42] Question: How replicable is the data model for international efforts? - Management confirmed a measured approach for Methodic, starting only in the U.S. before considering international expansion [64] Question: Are the molecules for Methodic prescription or non-prescription? - The initial products will be a combination of OTC and cosmetic, with a focus on non-prescription offerings [67][93] Question: What is the total addressable market (TAM) for Methodic? - The TAM is viewed in terms of the number of people suffering from chronic skin conditions, with a focus on improving access and outcomes [84]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to concerns about power grid strain and rising electricity prices [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI advancements [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses significant nuclear energy infrastructure assets, making it a crucial player in the U.S. energy strategy [7] - The company is noted for its capability in executing large-scale engineering, procurement, and construction projects across various energy sectors [7] Financial Position - The company is completely debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing indirect exposure to multiple growth opportunities without high premiums [9][10] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off-the-radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a potential for significant upside in the context of its critical role in the AI and energy sectors [10] Future Outlook - The convergence of AI, energy infrastructure, and tariffs presents a unique investment opportunity, with the potential for substantial returns as the demand for AI continues to rise [14][15] - The influx of talent into the AI sector is expected to drive rapid advancements, further solidifying the importance of energy infrastructure in supporting this growth [12][13]

Core Insights - Digital Realty Trust, Inc. (DLR) is valued at a market cap of $57.2 billion and operates data centers, supporting cloud computing and enterprise IT infrastructure [1] - DLR has underperformed the broader market, with a 3% decline over the past 52 weeks compared to a 13.4% gain in the S&P 500 Index [2] - The company reported stronger-than-expected Q3 results, with total operating revenue increasing 10.2% year-over-year to $1.6 billion, surpassing consensus estimates [4] Financial Performance - DLR's core FFO for Q3 was $1.89, up 13.2% year-over-year, exceeding analyst expectations of $1.78 [4] - For the current fiscal year, analysts expect DLR's FFO to grow 9.5% year-over-year to $7.35 [5] - DLR has a promising FFO surprise history, exceeding consensus estimates in each of the last four quarters [5] Analyst Ratings - Among 30 analysts covering DLR, the consensus rating is a "Moderate Buy," with 19 "Strong Buy," 2 "Moderate Buy," 8 "Hold," and 1 "Strong Sell" [5] - The configuration of ratings has become slightly more bullish, with 18 analysts suggesting a "Strong Buy" rating [6] - Truist Financial Corporation maintained a "Buy" rating on DLR with a price target of $200, indicating an 18.8% potential upside [6]

Core Insights - Artificial intelligence is facilitating Main Street investors in replicating the investment strategies of prominent Wall Street investors like Warren Buffett, Cathie Wood, and Ray Dalio [1] - Mirrored trading is highlighted as a viable strategy, particularly due to the concentrated portfolios and low turnover of successful investors [1] Group 1: Tracking Investment Portfolios - Investors can track top investors' portfolios through 13F filings, which are submitted quarterly to the SEC [3] - 13F filings serve as a valuable source for investment ideas, allowing investors to pre-screen stocks held by legendary investors [3] - It is important to consider when a position was established, as older positions may not be suitable for new investments [3] Group 2: Limitations of 13F Filings - 13F reports are filed 45 days after the end of the quarter, making them a delayed source of information [4] - While modern tools like WhaleWisdom and Tiburon AI provide quicker access to filings, they still reflect past trades and should not be used for passive copying [4] Group 3: AI-Powered Trading Tools - AI-driven mobile trading apps such as Magnifi, TickerTags, and CloneMyPortfolio enhance the ease of tracking high-profile investors' portfolios [4] - These apps allow users to manage portfolios that adjust automatically based on the trading actions of notable investors [4] Group 4: Risks of AI Trading Strategies - There are inherent risks in over-relying on AI trading strategies, as many models focus on textual patterns rather than numerical data [5]

Q3 2025 Performance - Total revenue for Q3 2025 reached $181.4 million[9], representing a 1.8% increase[9] - Operating income for Q3 2025 was $5.4 million[9] - Adjusted EBITDA for Q3 2025 amounted to $21.4 million[9] - Restaurant-Level Adjusted EBITDA for Q3 2025 was $36.7 million[9] - Net income for Q3 2025 was $0.8 million[9] Q3 YTD 2025 Performance - Total revenue for Q3 YTD 2025 reached $546.3 million[14], showing a 3.9% growth[13] - Operating income for Q3 YTD 2025 was $33.3 million[16] - Adjusted EBITDA for Q3 YTD 2025 amounted to $72.7 million[16] - Restaurant-Level Adjusted EBITDA for Q3 YTD 2025 was $117.8 million[16] - Net income for Q3 YTD 2025 was $14.8 million[16] Fiscal 2025 Financial Targets - The company expects revenue between $730 million and $733 million[19] - The company plans to open 8 new restaurants[17, 19]