Bonnie Datta, Co-founder and CCO at Zemetric will be join the team as Senior Vice President of Global Commercial Operations. Kapil Singhi, Co-founder and Engineering Head will assume a senior role in global charger development. Bowie, Md., July 14, 2025 (GLOBE NEWSWIRE) -- Blink Charging Co. (NASDAQ: BLNK) ("Blink" or the "Company"), a leading global owner, operator, and provider of electric vehicle (EV) charging equipment and services, today announced the Company's acquisition of 100% of the equity of Zeme ...

Core Insights - ABB Ltd's Electrification segment is a key driver of overall growth, with strong customer activities in major markets such as utilities and buildings [1][3] - The segment's orders in Q1 2025 totaled $4.39 billion, reflecting a 2% year-over-year increase, while the order backlog reached a record $8.17 billion [1][7] - Revenue for the Electrification segment grew by 6% year-over-year during the same period [1][7] Segment Performance - The Electrification segment benefits from effective execution of its order backlog, particularly in medium voltage and power protection businesses [2] - Increased project wins and improving customer activity in short-cycle businesses are positive indicators for future performance [2] - The acquisition of Siemens' Wiring Accessories is expected to further support revenue growth in upcoming quarters [2] Market Challenges - There are concerns regarding muted customer demand in the hyperscale data center market and weakness in the residential building market in China [3] - Global trade policy uncertainties may impact the segment's near-term performance [3] - Despite these challenges, ongoing electrification trends and a strong order backlog position the segment for continued growth [3] Peer Comparison - Eaton Corporation's Electrical Americas segment reported net sales of $3.01 billion in Q1 2025, up 11.9% year-over-year, with a 6% increase in backlog [4] - EnerSys' Energy Systems segment generated net sales of $399 million in Q4 fiscal 2025, reflecting an 8% year-over-year increase, driven by data center growth [5] Valuation and Estimates - ABB shares have gained 13% over the past six months, outperforming the industry growth of 6.5% [6] - The company is trading at a forward price-to-earnings ratio of 23.61X, slightly above the industry average of 23.13X [9] - The Zacks Consensus Estimate for ABB's second-quarter 2025 earnings has declined over the past 60 days [10]

Core Insights - Ouster Inc. (OUST) has identified a $20 billion opportunity in the automotive LiDAR market, driven by increasing safety standards, consumer demand for advanced safety features, and growing OEM adoption of Level 3+ autonomy [1][8] - The company is well-positioned to serve the automotive ecosystem, providing scalable, software-driven LiDAR solutions for both ADAS and autonomous applications [2] - The electrification trend and commercial use cases are further driving LiDAR demand, with Ouster's software-enabled platform offering hardware sales and recurring revenues [3] - Ouster's integrated technology stack and platform strategy present a compelling investment opportunity despite competition, particularly from Chinese firms [4] Industry Dynamics - The shift towards enhanced safety and autonomy is making LiDAR a critical technology in the automotive sector [2] - The trend of electrification is encouraging EV makers to adopt LiDAR for safety and performance differentiation [3] Competitive Landscape - Aeva Technologies is emerging as a leader in the automotive LiDAR market, securing Tier 1 deals and offering advanced 4D FMCW technology [5] - Luminar Technologies is also a key player, partnering with major OEMs and providing long-range, high-resolution sensors [6] Financial Performance - OUST shares have gained 101.6% year to date, outperforming the industry [7] - Estimates for OUST's 2025 and 2026 earnings and revenues have increased over the past 60 days, indicating positive market sentiment [8][11] Valuation Metrics - OUST is currently trading at a price-to-sales multiple of 7.4, significantly higher than the industry average of 1.66, indicating an expensive valuation [10] Earnings Estimates - The Zacks Consensus Estimate for OUST's earnings per share for 2025 shows a slight upward movement, with year-over-year increases expected for revenues and earnings [11][12]

Group 1 - The company Hubbell (NYSE: HUBB) provides utility and electrical solutions across the utility market, including smart meters, communications systems, electrical transmission, light industrial, and wireless communications [1] - The company is expected to benefit from megatrends such as electrification, grid upgrades, and data center expansions [1]

Core Insights - Richardson Electronics has entered a global technology partner agreement with Pakal Technologies to supply advanced 650V and 1200V silicon-based power switches, enhancing efficiency for customers worldwide [1][3] - Pakal Technologies has introduced the IGTO(t) - a new high-voltage silicon power semiconductor, which offers up to 30% lower conduction losses compared to modern IGBTs, making it suitable for various applications including electric vehicles and renewable energy systems [2][8] - The partnership aims to leverage Richardson Electronics' global reach and experience in launching high-performance power products to bring Pakal's innovative technology to market [3] Company Overview - Richardson Electronics, Ltd. is a global manufacturer specializing in engineered solutions, green energy products, and power conversion components, with over 50% of its products manufactured in the U.S. and Germany [4] - The company has a strong focus on providing specialized technical expertise and engineered solutions across various markets, including alternative energy, healthcare, and industrial sectors [4][6] - Pakal Technologies is a pioneering power semiconductor company based in San Francisco, known for its proprietary IGTO(t) architecture that supports next-generation electrification in multiple sectors [8]

Company Overview - Valeo is a technology company that partners with automakers and new mobility players, focusing on innovations to enhance cleaner, safer, and smarter mobility [3] - The company has a strong technological and industrial leadership in four key areas: electrification, driving assistance systems, interior experience reinvention, and lighting, which are essential for the transformation of mobility [3] Financial Performance - Valeo reported sales of €21.5 billion in 2024 [4] - As of December 31, 2024, the company employed 106,100 people across 28 countries, operating 155 plants and 46 research and development centers, along with 18 distribution platforms [4] Share Capital Information - As of June 30, 2025, Valeo's issued capital was €244,633,504, with a par value of €1 per share [1] - The total number of shares was 244,633,504, resulting in 275,025,608 theoretical voting rights and 274,825,529 exercisable voting rights [1][2]

Core Insights - STMicroelectronics N.V. is recognized as a fundamentally sound and vertically integrated leader in the semiconductor industry, benefiting from long-term growth trends in electrification, industrial automation, and edge AI [1] Company Overview - The company has established a strong competitive advantage, which has resulted in returns significantly exceeding its cost of capital [1] Industry Position - STMicroelectronics is strategically positioned at the center of key growth areas, including electrification and industrial automation, which are expected to drive future demand for semiconductors [1]

Core Insights - Wuxi Lead Intelligent Equipment Co., Ltd. (LEAD) Chairman Mr. Yanqing Wang received the Best International Interview award from Battery-News for his insights on battery manufacturing and electrification trends [1][3][5] Group 1: Recognition and Awards - The award was based on an interview conducted in March 2024, which was praised for its clarity and strategic foresight [3][5] - The recognition highlights LEAD's reputation as a pioneer in advanced battery production solutions, particularly in all-solid-state battery manufacturing [4] Group 2: Industry Insights - Mr. Wang's interview discussed the transformation in battery manufacturing and the rise of intelligent automotive technologies [3][4] - The perspectives shared reflect LEAD's commitment to innovation, sustainability, and cross-border collaboration in the energy sector [4]

Business Overview - Solaris Energy Infrastructure has a market capitalization of approximately $1.5 billion and an enterprise value of approximately $2.0 billion[4] - The company anticipates its power solutions segment to contribute over 80% of its Adjusted EBITDA, while logistics solutions are expected to contribute less than 20%[6, 9] Growth and Expansion - Solaris expects to grow its fleet to 1.7 GW by the second half of 2027, with 71% of the pro forma fleet already contracted[10, 13] - The company has established a joint venture with a key data center customer for approximately 900 MW of power generation[18] - Additional orders for 330 MW will expand the fleet to approximately 1.7 GW by 2H 2027[13] Financial Performance and Projections - Solaris anticipates an annual Adjusted EBITDA contribution of $575-600 million pro forma for power fleet equipment deliveries[22] - The company projects a potential annual Adjusted EBITDA of $440-465 million from its 1.7 GW power solutions fleet[22] - Q1 2025 Adjusted EBITDA was $47 million, with Q2 2025 guidance between $50-55 million and Q3 2025 guidance between $55-60 million[93] Fleet Composition - The pro forma 1.7 GW fleet includes 55% of 16.5 MW units and 37% of units greater than 35 MW[52] - Approximately 67% of the 1.7 GW fleet is contracted to data centers, with 4% contracted to energy and 29% available beginning in 2H 2026[44]

The US is lagging developing nations in Asia in the race to electrify https://t.co/oVhIwqO2Cc ...