Key Takeaways Wendy's digital sales surpassed 20% in Q1 2025, with app engagement hitting a record high. Gamified app features and targeted content are helping increase customer interaction and conversions. Fresh AI deployment in 168 stores is raising average checks and improving order accuracy and productivity.The Wendy’s Company ((WEN) is leaning on digital investments to improve engagement and drive sales as consumer traffic remains under pressure. In the first quarter of 2025, the company continued to ...

Core Viewpoint - Autodesk is positioned for potential new highs in Q3 due to its cloud transition, AI adoption, and strong financial performance, consistently outperforming consensus figures and providing favorable guidance [1][3] Financial Performance - Autodesk's revenue grew by 15% in Q1, an increase from 11% in the previous quarter and year, driven by client wins and market penetration [4] - The consensus for Q2 revenue growth is 14%, slightly lower than Q1, but revisions may lead to a higher range before results are released [9] - The company is forecasted to maintain a modest double-digit CAGR through the middle of the next decade, with earnings growth expected to outpace revenue growth [3] Market Sentiment - Analyst coverage remains steady with 23 analysts covering the stock, leading to a Moderate Buy sentiment that could shift to Strong Buy with recent revisions [2] - The price target for Autodesk has been raised to $343.64, indicating a potential upside of approximately 10% from current levels [1][2] Stock Dynamics - Autodesk's stock is at a critical resistance point, retesting highs from 2021, with a potential move above these levels signaling a market shift [5] - The company has reduced its share count by approximately 0.5% year over year through share repurchases, providing leverage for shareholders [10] Institutional Activity - Institutions own about 90% of Autodesk's stock, with a trend of buying in the first half of the year followed by selling in Q2, although initial reports for Q3 indicate significant buying activity [11][12]

Data cybersecurity company Rubrik announced Wednesday its intent to acquire Predibase. Predibase is a venture-backed startup that helps companies train and fine-tune open source AI models to customize them to their needs. Rubrik is the latest company to make an acquisition with the goal of boosting enterprise AI agent adoption. Terms of the deal were not disclosed, though CNBC reported that the deal was between $100 million and $500 million, a sizable range. Rubrik declined to comment on the deal size. Pr ...

Key Takeaways UIS raised its 2025 L&S revenue outlook to $410M, up from $390M on stronger client demand. Higher AI adoption and longer renewals are driving deeper reliance on its platforms. With 65% of L&S revenues due in second half, UIS expects stronger cash flow stability through year-end.Unisys Corporation (UIS) is leaning more heavily on its Licensing and Support (L&S) services, which emerged as a bright spot in the first-quarter 2025 performance. The company expects L&S revenues in 2025 to hit $410 ...

12 June 2025 | 11:15AM EDT The Goldman Sachs Group, Inc. Where to Invest Now Tariff Truce (for now) June 2025 David Kostin Chief US Equity Strategist Goldman, Sachs & Co. 1-212-902-6781 david.kostin@gs.com Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a82b5aa6b9f6 US Equity Market 2 c45a43530f604d12bcb9a82b5aa ...

Core Viewpoint - Freshworks Inc. (NASDAQ: FRSH) has experienced a significant decline of 72% from its all-time high (ATH) in 2021, with a year-to-date return of negative 7.6% [1] Company Performance - The stock's poor performance may lead many investors to dismiss it, but a focus on fundamentals is essential for a comprehensive analysis [1] Investment Strategy - The analysis emphasizes the importance of identifying strong businesses at reasonable prices for long-term investment, with a particular interest in technology companies and a global investment perspective [1]

Despite having the most accessible technological revolution in human history at our fingertips, most people aren't grabbing hold. Let me say that again. One of the most powerful technologies ever created is freely available to almost everyone.But only one in 10 people are using generative AI daily. What we're seeing right now is a rapid rise in AI advancements, but slow growth in AI adoption rates. The funny thing is when I first started training people on how to use AI, I thought the biggest challenge woul ...

Microsoft TodayMSFTMicrosoft$470.92 -1.83 (-0.39%) 52-Week Range$344.79▼$473.43Dividend Yield0.71%P/E Ratio37.92Price Target$511.57Add to WatchlistMicrosoft Corporation NASDAQ: MSFT has been one of the best-performing Magnificent Seven stocks in 2025. The stock increased over 23% in the three months ending June 10, which corresponds to a broader market move. This also takes into account the company’s April earnings report. The company beat on revenue and earnings and confirmed its full-year guidance. That ...

AI adoption is outpacing the internet.It took the web 23 years to reach 90% of users outside North America.It took ChatGPT just 3.The next big wave isn’t coming -- it’s already here. ...

Investment Rating - The report maintains a Neutral rating for Futu Holdings since July 14, 2021 [10]. Core Insights - Futu reported a positive net profit growth in 1Q25, primarily due to better-than-expected cost savings and a reduction in client acquisition costs (CAC) [1]. - The management's guidance for 2025 indicates that CAC will remain high due to market volatility, despite the positive performance in 1Q25 [1][2]. - The guidance for paying user growth in 2025 is set at 800,000, reflecting a cautious outlook given the anticipated slowdown in new user growth starting from 2Q25 [2]. - A lower HIBOR rate is expected to negatively impact interest income growth, with management indicating that a 25 basis points rate cut could lead to a pre-tax profit decrease of HK$ 8-10 million per month [3]. - The report highlights the potential positive impact of stablecoin adoption, AI integration, and market expansion into regions like Japan and New Zealand on Futu's competitive edge [16]. Financial Estimates - The revenue estimates for 2025 have been slightly adjusted downwards by 1%, while net profit estimates have been revised upwards by 4% [17]. - The new target price for Futu is set at US$ 111.11, reflecting a 3% decrease from the previous target [17]. - The report projects total revenue for 2025 at HK$ 17,039.5 million, with net income expected to reach HK$ 6,600.1 million, indicating a growth rate of 21.5% [5][13]. Key Data - Futu's market capitalization is reported at US$ 15.0 billion [5]. - The company is positioned within the China Brokers & Asset Management sector, with a notable M&A rank of 3 [5]. - The report outlines a projected EPS of HK$ 47.74 for 2025, with a P/E ratio of 17.7 [10][5].