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3 Reasons Why Growth Investors Shouldn't Overlook Quanta Services (PWR)
ZACKS· 2025-07-01 17:45
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates involves significant challenges and risks [1] Group 1: Company Overview - Quanta Services (PWR) is currently highlighted as a recommended growth stock, benefiting from a favorable Growth Score and a top Zacks Rank [2] - The company operates as a specialty contractor for utility and energy sectors, making it a strong growth pick [3] Group 2: Earnings Growth - Quanta Services has a historical EPS growth rate of 23.2%, with projected EPS growth of 15.2% for the current year, surpassing the industry average of 13.9% [4] Group 3: Cash Flow Growth - The year-over-year cash flow growth for Quanta Services stands at 24.6%, significantly higher than the industry average of 14.4% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 21.9%, compared to the industry average of 6.2% [6] Group 4: Earnings Estimate Revisions - There have been upward revisions in current-year earnings estimates for Quanta Services, with the Zacks Consensus Estimate increasing by 0.1% over the past month [8] Group 5: Investment Positioning - Quanta Services has achieved a Growth Score of B and a Zacks Rank 2, indicating strong potential for outperformance in the growth stock category [9]
Is McKesson (MCK) a Solid Growth Stock? 3 Reasons to Think "Yes"
ZACKS· 2025-07-01 17:45
Core Viewpoint - Growth investors are increasingly focused on identifying stocks with above-average financial growth, which can lead to solid returns, but finding such stocks is challenging due to their inherent risks and volatility [1] Group 1: Company Overview - McKesson is identified as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 16%, with projected EPS growth of 12.6% this year, significantly outperforming the industry average of 1.3% [5] - McKesson's sales are expected to grow by 13% this year, compared to the industry average of 1.1% [7] Group 2: Key Metrics - The asset utilization ratio for McKesson is 4.95, indicating that the company generates $4.95 in sales for every dollar in assets, which is substantially higher than the industry average of 0.72 [6] - The current-year earnings estimates for McKesson have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month [9] Group 3: Investment Potential - McKesson has achieved a Zacks Rank of 2 (Buy) and a Growth Score of A, indicating its potential as an outperformer and a solid choice for growth investors [11]
ROSEN, A TOP-RANKED LAW FIRM, Encourages Reddit, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – RDDT
GlobeNewswire News Room· 2025-07-01 17:42
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Reddit, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - The Class Period for the lawsuit is from October 29, 2024, to May 20, 2025, and the lead plaintiff deadline is August 18, 2025 [1]. - Investors may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1]. - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [2][5]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [3]. - The firm has achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time and has been ranked highly for its success in this area [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering funds for clients [3]. Group 3: Case Allegations - The lawsuit alleges that during the Class Period, defendants made false and misleading statements regarding user engagement and advertising revenues due to changes in Google Search's algorithm [4]. - It is claimed that these algorithm changes led to a significant reduction in traffic to Reddit, which the defendants were aware of but failed to disclose [4]. - The lawsuit asserts that the true impact of these changes was not communicated to investors, resulting in damages when the information became public [4].
NOW vs. TYL: Which Cloud-Based Enterprise Software Stock Has an Edge?
ZACKS· 2025-07-01 17:41
Core Insights - ServiceNow (NOW) and Tyler Technologies (TYL) are key players in the cloud-based enterprise software market, focusing on different customer segments [1] - The digital transformation market is projected to reach approximately $4 trillion by 2027, with a CAGR of 16.2% from 2022 to 2027, benefiting both companies [2] ServiceNow Highlights - ServiceNow is experiencing increased adoption of its workflows, with 72 transactions exceeding $1 million in net new annual contract value (ACV) by Q1 2025 [3] - The company reported a 20% year-over-year growth in customers with over $5 million in ACV, totaling 508 customers [3] - The introduction of the Core Business Suite in May 2025 aims to enhance efficiency across various business operations [4] - ServiceNow's AI-driven solutions in Security and Risk are enhancing enterprise security and operational efficiency [5] - Expected subscription revenues for Q2 are between $3.03 billion and $3.035 billion, reflecting a year-over-year increase of 19% to 19.5% [6] Tyler Technologies Highlights - Tyler Technologies provides essential software for the public sector, focusing on stable revenue sources like property taxes [7] - The transition from outdated systems to cloud-based solutions is expected to increase Tyler's recurring revenues, which currently make up about 80% of total revenues [8] - Tyler has made 14 acquisitions in the last five years, with the acquisition of Computing System Innovations (CSI) enhancing its document processing capabilities [9][10] - The company projects full-year 2025 revenues between $2.31 billion and $2.35 billion, indicating an 8.94% year-over-year growth [11] Earnings and Valuation - The Zacks Consensus Estimate for ServiceNow's 2025 earnings is $16.54 per share, reflecting an 18.82% increase from fiscal 2024 [12] - Tyler's earnings estimate for 2025 has declined to $11.13 per share, suggesting a 16.54% growth over 2024 [12] - Both companies have consistently beaten earnings estimates, with ServiceNow showing a higher average surprise of 6.61% compared to Tyler's 3.82% [13] - Year-to-date, ServiceNow shares have declined by 4.4%, while Tyler shares have increased by 1.9% [14] - In terms of valuation, both companies are considered overvalued, with Tyler trading at a forward Price/Sales ratio of 10.48X, lower than ServiceNow's 14.99X [17] Conclusion - Both ServiceNow and Tyler Technologies are positioned to benefit from the demand for digital transformation despite macroeconomic challenges [19] - ServiceNow holds a competitive advantage with a stronger portfolio and partner base, while Tyler faces challenges from competition and economic conditions [19]
Deadline Alert: Hims & Hers Health, Inc. (HIMS) Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP About Securities Fraud Lawsuit
GlobeNewswire News Room· 2025-07-01 17:41
Core Viewpoint - Hims & Hers Health, Inc. is facing a class action lawsuit due to allegations of deceptive practices related to the promotion and sale of illegitimate versions of the drug Wegovy, resulting in a significant drop in its stock price following the termination of its partnership with Novo Nordisk [2][3]. Group 1: Company Actions and Events - On April 29, 2025, Hims announced a collaboration with Novo Nordisk to sell a bundled offering of Wegovy on its platform [2]. - On June 23, 2025, Novo Nordisk terminated its partnership with Hims, citing deceptive promotion and safety risks associated with Hims' products [2]. - Following the termination announcement, Hims' share price fell by $22.24, or 34.6%, closing at $41.98 per share on June 23, 2025 [2]. Group 2: Lawsuit Details - The class action lawsuit alleges that Hims made materially false and misleading statements and failed to disclose adverse facts about its business and operations [3]. - Specific allegations include Hims' engagement in deceptive practices regarding the sale of knockoff Wegovy versions and the risk of partnership termination with Novo Nordisk [3]. - The lawsuit claims that Hims' positive statements about its business lacked a reasonable basis due to these undisclosed risks [3].
宁波鄞州核心小体量商地溢价37.2%成交,海曙月湖旁商地同日亮相
Sou Hu Cai Jing· 2025-07-01 17:36
潮新闻客户端 记者 郑青青 6月30日下午,宁波鄞州区白鹤街道一宗商业用地出让,引发市场热议。经过21轮竞价,兴宁桥东原宁蔬果品批发市场北侧地块由宁波搏威工贸溢价 37.2%竞得,成交总价8118.28万元,折合楼面价6283元/㎡。 查阅企业信息,宁波搏威工贸有限公司为今年5月新成立的公司,注册地在鄞州区横溪镇,注册资本1000万元,总共2个个人股东。 成交地块位于老江东核心区域,南侧即为刚交付的中海·江东兴樾府,西北侧即为地铁4号线兴宁桥东站,南侧还规划有地铁10号线经过。当前地块周边住 宅小区林立,生活氛围浓厚,对商业需求量大。 △地块航拍图(浙江省自然资源网上交易中心) 根据规划条件,地块体量不大,总建面约1.3万㎡,严禁设置类住宅,其中零售商业建面占比约50%。竞得企业需须在出让年期内自持全部物业,不得转 让。 △地块出让截图 据浙报传媒地产研究院统计,近两年宁波市区小体量+低总价+核心区位的商业商务地块,备受市场青睐。 2024年3月,首南鄞州公园南侧零售商业、餐饮、旅馆用地溢价203.9%成交,该宗地块用地面积仅4074㎡,总体量6925.8㎡。 2024年6月,长丰宁丰板块,宁波七中东侧一宗零 ...
网红书店年内闭店超50家,消费习惯变革倒逼商业模式转型
Sou Hu Cai Jing· 2025-07-01 17:36
本文基于以下微博话题的智搜结果生成 针对近年来网红书店大规模闭店现象,以下从核心问题、商业困境及转型方向进行深度分析,结合行业现状与消 费者行为变化: 一、现状:闭店潮背后的数据与现象 闭店规模与品牌 2024年初至2025年4月,全国至少7家知名网红书店品牌关闭超50家门店: 茑屋书店:关闭西安、上海、天津3家门店; 十点书店:厦门3家门店全部关闭; 钟书阁:重庆旗舰店停业; 言几又:从60家锐减至3家,关闭57家门店。> 波及北京、上海、西安、厦门等十余座城市,标志"颜值经济"模式 遇阻。 成本与收入倒挂 高成本结构:网红书店多位于商业综合体,租金占运营成本30%-50%,叠加设计装修投入(如两层书墙、螺旋楼 梯); 收入依赖非书业务:图书销售占比不足30%,利润贡献低于10%,主要靠咖啡、文创(溢价达3-10倍)支撑,但消 费者对170元袜子、640元酒杯等定价抵触强烈。 流量转化失效 打卡≠消费:90%顾客以拍照为目的,购书转化率不足5%,如南京先锋书店因商拍干扰读者被迫拆除标志性门 头; 选品脱离需求:书籍侧重小众艺术、设计类,大众读物稀缺,书架上层多为装饰书壳,实用性低。 外部冲击加剧 生存对比 ...
嘉银科技上涨2.25%,报16.38美元/股,总市值8.74亿美元
Jin Rong Jie· 2025-07-01 17:36
嘉银科技从创立之初就将科技创新刻入企业发展基因,坚持数字+科技双驱动,重点构建以大数据驱动为 核心理念的云服务平台和智能风控体系。 放眼全球,嘉银科技业务已经覆盖东南亚、非洲、拉丁美洲等多个地区,未来将继续推广到更多国家和地 区。 7月2日,嘉银科技(JFIN)盘中上涨2.25%,截至01:15,报16.38美元/股,成交88.76万美元,总市值8.74 亿美元。 财务数据显示,截至2025年03月31日,嘉银科技收入总额17.76亿人民币,同比增长20.35%;归母净利 润5.39亿人民币,同比增长97.56%。 资料显示,嘉银集团公司是中国领先的科技服务集团,致力于以大数据、云计算、人工智能等技术在消 费场景内连接消费者与金融机构,让每位用户都能享受到高效便捷的科技服务,同时助力金融机构业务高 速增长。 嘉银科技由严定贵先生于2011年6月18日创立,总部在中国上海。嘉银科技于2019年5月10日在美国纳斯 达克成功上市,股票代码:JFIN。 嘉银科技全面聚焦科技战略,在科技领域全面开花结果,"天引"智能资金管理平台高效匹配资金资产,"明 鉴"智能风控引擎大幅优化风控水平,"大禹"数据资产管理平台系统提升 ...
诺亚控股上涨2.09%,报12.19美元/股,总市值8.06亿美元
Jin Rong Jie· 2025-07-01 17:31
诺亚财富管理业务主要包括分销以人民币、美元及其他币种计价的私募股权、私募证券、公募基金等产 品以及提供保障传承类综合服务。诺亚的服务网络覆盖了中国大陆的主要城市,以及中国香港、纽约、 硅谷、新加坡和洛杉矶。1,109名客户经理通过该网络为客户提供定制化的财富管理解决方案,满足客户 的投资需求。截至2024年3月31日,公司财富管理业务拥有超过45万名注册客户。通过歌斐资产管理,诺亚 管理着以人民币、美元及其他货币计价的私募股权、私募证券、房地产、多策略和其他投资产品。 本文源自:金融界 财务数据显示,截至2025年03月31日,诺亚控股收入总额6.15亿人民币,同比减少5.38%;归母净利润 1.49亿人民币,同比增长13.29%。 资料显示,诺亚控股有限公司(纽交所代码:NOAH,港交所代码:6686)是一家领先的财富管理服务提供商, 主要为华语高净值投资者提供全球投资和资产配置的一站式综合咨询服务。2024年一季度,诺亚分销的 投资产品总值为人民币189亿元(26亿美元)。截至2024年3月31日,通过旗下的歌斐资产管理公司,诺亚的 总资产管理规模达人民币1,533亿元(212亿美元)。 7月2日,诺亚控 ...
Banco Santander Chile welcomes Andrés Trautmann Buc as the Bank's New CEO and Country Head
Globenewswire· 2025-07-01 17:31
Core Insights - Banco Santander Chile has appointed Andrés Trautmann Buc as the new CEO and Country Head, succeeding Román Blanco, who had a successful tenure [1][2] - The bank is recognized as the leading institution in Chile for loans, serving nearly one in three SMEs, and boasts a return on equity (ROE) of 25.9% [2] - Trautmann aims to leverage Santander's global presence to enhance the growth of Chilean companies and improve customer service across different regions [2][3] Company Performance - As of March 31, 2025, Banco Santander Chile reported total assets of Ch$67,059,423 million (approximately US$70,284 million) and total gross loans of Ch$41,098,666 million (approximately US$43,075 million) [5] - The bank's total deposits stood at Ch$30,607,715 million (approximately US$32,080 million) with bank owners' equity of Ch$4,400,233 million (approximately US$4,612 million) [5] - The BIS capital ratio was reported at 16.9%, with a core capital ratio of 10.7% [5] Employee and Branch Network - Banco Santander Chile employs 8,712 people and operates 237 branches throughout the country [6] - The bank has received high credit ratings from various agencies, including an A2 rating from Moody's and A- from Standard & Poor's, all with a stable outlook [6] Leadership Background - Andrés Trautmann has a strong background in the banking sector, having joined Santander in 2007 and held various key positions, including Head of Markets and Executive Vice President of CIB [3][4] - His leadership is expected to drive the bank's growth and innovation in digital banking and customer service [4]