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Penguin Solutions: Analyst Says Buy The Stock On 'Weakness Tied To Meta's Hardware Order Timing'
Yahoo Finance· 2025-10-10 02:30
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Penguin Solutions Inc (NASDAQ:PENG) guided to 6% revenue growth for fiscal 2026, below Street expectations of 10%, with limited near-term visibility into new hardware deployments for Meta Platforms Inc (NASDAQ:META), according to Rosenblatt Securities. The Penguin Solutions Analyst: Analyst Kevin Cassidy reiterated a Buy rating, while lowering the price target from $36 to $30. The Penguin Solutions Thesis: T ...
CoreWeave Stock: Insiders Are Selling, But Everyone Else Is Buying
Benzinga· 2025-08-21 23:51
CoreWeave, Inc. CRWV stock is at the center of an interesting market dynamic: while insiders are selling shares post-IPO lockup, analysts and influential institutional investors are stepping in. CRWV stock is moving. See the real-time price action here. Insiders Sell CRWV H.C. Wainwright & Co. analyst Kevin Dede upgraded CoreWeave from Neutral to Buy on Thursday and announced a $180 price target for the stock. The analyst highlighted CoreWeave's raised revenue guidance for fiscal year 2025 and the company's ...
Is a Summer Slowdown Ahead for Microsoft Stock?
MarketBeat· 2025-06-11 11:44
Core Viewpoint - Microsoft Corporation has shown strong performance in 2025, with a stock increase of over 23% in the three months ending June 10, supported by positive earnings reports and full-year guidance [1][2]. Financial Performance - Microsoft reported better-than-expected revenue and earnings in its April earnings report, confirming its full-year guidance [1]. - Year-over-year earnings per share (EPS) growth is expected to decline from a range of 14% to 17% in 2025 to around 11% to 14% in 2026, indicating that the stock may be priced for stronger growth than it will deliver [2]. Valuation Metrics - As of June 10, Microsoft stock is trading at approximately 37 times earnings and about 36 times forward earnings, which is a 5% premium to its historical norms [3]. - Compared to competitors, Amazon.com Inc. trades around 39 times earnings, while Apple Inc. trades around 31 times earnings, with Microsoft's growth prospects considered stronger [4]. Technical Analysis - A golden cross pattern was formed in Microsoft stock, indicating a potential bullish trend, as the 50-day simple moving average crossed above the 200-day simple moving average [5][6]. - The golden cross pattern is based on the stock's six-month chart, suggesting a longer-term bullish outlook [7]. Market Sentiment - The 12-month stock price forecast for Microsoft is $511.57, representing an 8.63% upside based on 33 analyst ratings [9]. - Institutional buying has decreased by nearly 50% in the last quarter, which may indicate a pause in activity as the stock approaches all-time highs [9][10]. - Despite the decrease in institutional volume, the long-term outlook for Microsoft remains bullish, particularly due to its partnership with OpenAI [10][11].
Amazon Q1 Earnings Preview: Cheaper Than Walmart
Seeking Alpha· 2025-04-14 16:10
Group 1 - The article reiterates a "buy" rating for Amazon (NASDAQ: AMZN) with a price target of $288, driven by expected strong growth in Amazon Web Services (AWS) due to enterprise AI adoption and innovations like Trainium [1] - The author emphasizes the importance of sustainable, growth-driven companies that maximize shareholder equity, aligning with the investment strategy of a family office fund led by Amrita [1] - Amrita's background includes five years in high-growth supply-chain start-ups and collaboration with venture capital firms, focusing on user acquisition and maximizing returns during the pandemic [1] Group 2 - The newsletter "The Pragmatic Optimist," co-founded by Amrita, focuses on portfolio strategy, valuation, and macroeconomics, aiming to democratize financial literacy [1] - The newsletter has been recognized as the Top Newsletter in Finance on popular platforms, indicating its influence and reach in the financial community [1]