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Equinix: A Data Center REIT With Proven Success Model, And Still Time To Buy
Seeking Alpha· 2025-06-26 15:01
Albert Anthony is the pen name of a Croatian-American business author who is a media contributor on investor platform Seeking Alpha, where he has over +1K followers, & also writes for platforms like Investing dot com and is launching a book on Amazon in 2025 called Financial Markets: The Next Generation. Calling himself part of the new generation of analysts in the financial markets, he comes from a non-traditional financial background having been an analyst in the IT sector for several Fortune 500 companie ...
Defense Stock Slips on $500 Million Stock Offering
Schaeffers Investment Research· 2025-06-26 15:00
Shares of Kratos Defense and Security Solutions Inc (NASDAQ:KTOS) are down 2.6% at $41.25 at last glance, after the company announced the sale of $500 million in stock. It is unclear which projects will be funded through the capital raise, but Stifel reiterated its "buy" rating and said that Kratos "enjoys a rich opportunity set to make incremental investments behind growth."Today's dip has KTOS falling further from its recent June 23, 19-year high of $46.52. The stock's February and April pullbacks were bo ...
ICE Hits 52-Week High, Trades at a Discount: How to Play the Stock
ZACKS· 2025-06-26 15:00
Key Takeaways ICE remains well-positioned to capitalize on accelerated digitization in the mortgage industry. Strategic acquisitions have delivered expense synergies and portfolio expansion, enhancing service offerings. Despite rising operating expenses, ICE maintains a low-risk balance sheet supporting long-term stability.Intercontinental Exchange Inc. (ICE) hit a 52-week high of $181.65 on June 25. Shares closed at $180.53 after gaining 21.2% year to date, outperforming the industry, the sector and the ...
EHang: Beyond Short-Term Challenges, Regulatory Approvals Signify An Upside
Seeking Alpha· 2025-06-26 14:59
Group 1 - EHang Holdings Limited (NASDAQ: EH) has received regulatory approval for the Air Operator Certificate (AOC), marking a significant milestone for the company as it enables commercial human-carrying low-altitude travel in China [1] - The approval of AOC is expected to drive growth and investment opportunities within the low-altitude travel sector, highlighting the potential for innovation and sustainability in this emerging market [1] - The analyst emphasizes a unique investment approach called "First Principles," which focuses on breaking down complex problems to identify overlooked investment opportunities in technology and finance [1] Group 2 - The article reflects a strong belief in the future of EHang Holdings Limited, driven by advancements in regulatory frameworks and technological innovation [1]
Chip Stock Hits 2025 Peak Before Reversing Gains
Schaeffers Investment Research· 2025-06-26 14:58
Core Viewpoint - Micron Technology Inc's stock is experiencing a decline despite beating fiscal third-quarter earnings and revenue expectations, with significant price-target increases from analysts [1][2]. Group 1: Earnings and Stock Performance - Micron's stock is down 1.7%, trading at $125.06, despite a strong earnings report [1]. - The stock reached a year-to-date peak of $129.85 before reversing gains, indicating volatility in its price movement [3]. - Year-to-date, shares have gained 50.8%, suggesting strong overall performance despite recent declines [3]. Group 2: Analyst Ratings and Price Targets - A total of 26 out of 30 analysts have a "buy" or better rating on Micron, reflecting positive sentiment in the market [2]. - The 12-month consensus price objective for Micron is $137.40, which represents a 7.7% premium over the current stock price [2]. Group 3: Options Trading Activity - Options trading volume is significantly higher than usual, with 139,000 calls and 97,000 puts exchanged, indicating increased investor interest [4]. - The most active option is the weekly 6/27 130-strike call, where new positions are being opened [4]. - Micron's stock has a high Schaeffer's Volatility Scorecard (SVS) score of 96 out of 100, indicating it has historically delivered larger-than-expected price swings [4].
高陞集团控股(01283) - 2025 - 年度业绩
2025-06-26 14:58
高陞集團控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:1283) 截 至2025年3月31日止年度之全年業績公告 財務摘要 香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司(「聯交所」)對 本 公 告 的 內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失 承 擔 任 何 責 任。 ACCEL GROUP HOLDINGS LIMITED 末期股息 董事會已決議建議派發本年度末期股息每股1.4港 仙(2024年:每 股1.3港 仙)。 – 1 – • 本集團於截至2025年3月31日止年度錄得收益約556,417,000港 元(2024年: 約553,537,000港 元)。 • 本集團於截至2025年3月31日止年度錄得毛利約88,525,000港元及毛利率 15.9%(2024年:毛 利 約87,834,000港元及毛利率15.9%)。 • 於截至2025年3月31日止年度的溢利為約47,020,000港元(20 ...
Here's Why Garmin (GRMN) is a Strong Momentum Stock
ZACKS· 2025-06-26 14:56
Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors identify stocks with the potential to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated based on value, growth, and momentum characteristics, with scores ranging from A to F, where A indicates the highest potential for outperformance [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Value Score - The Value Score identifies attractive stocks based on valuation ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow, appealing to value investors [3] Growth Score - The Growth Score assesses stocks based on projected and historical earnings, sales, and cash flow, targeting growth investors [4] Momentum Score - The Momentum Score helps investors capitalize on price trends and earnings outlook changes, focusing on short-term price movements [5] VGM Score - The VGM Score combines the three Style Scores to provide a comprehensive rating, highlighting stocks with strong value, growth, and momentum characteristics [6] Zacks Rank Integration - The Zacks Rank utilizes earnings estimate revisions to guide investors in stock selection, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% since 1988 [7][8] - To maximize returns, investors should consider stocks with a Zacks Rank of 1 or 2 alongside Style Scores of A or B [9] Stock Highlight: Garmin (GRMN) - Garmin, based in Olathe, Kansas, is rated 3 (Hold) on the Zacks Rank and has a VGM Score of A, indicating potential for momentum investors [11] - Recent upward revisions in earnings estimates for fiscal 2025 have increased the Zacks Consensus Estimate by $0.08 to $7.99 per share, with an average earnings surprise of 17.7% [12]
Axon's $1.75B Senior Notes Raise: Can Growth Plans Deliver Returns?
ZACKS· 2025-06-26 14:56
Core Insights - Axon Enterprise, Inc. is utilizing the debt markets to finance its growth, issuing $1.75 billion in senior notes to enhance liquidity and support long-term initiatives [1][8] - The company plans to invest in AI-powered products, expand its global presence, and develop infrastructure projects to drive recurring revenues across various sectors [3][8] - Axon's capital structure adjustments reflect confidence in a multi-year growth strategy, providing flexibility amid macroeconomic and regulatory challenges [4] Financial Summary - In Q1 2025, Axon reported cash and cash equivalents of $1.09 billion and short-term investments of $1.1 billion [1] - A portion of the debt proceeds was used to retire approximately $403 million of convertible notes, reducing future dilution risk [2][8] - Axon incurred a $28.7 million debt inducement expense and saw its interest expense rise to $7.8 million, a 329% increase year-over-year [2] Market Performance - Axon's stock has increased by 163.1% over the past year, significantly outperforming the industry growth of 46.4% [7] - The company is currently trading at a forward price-to-earnings ratio of 1,114.20X, which is substantially higher than the industry average of 47.19X [10] Earnings Estimates - The Zacks Consensus Estimate for Axon's second-quarter 2025 earnings has been rising over the past 60 days, indicating positive market sentiment [11]
Must-Watch EV and AV Stocks to Supercharge Your Portfolio
ZACKS· 2025-06-26 14:56
An updated edition of the March 13, 2025 article.Electric and autonomous vehicles are no longer just the future—they’re quickly becoming the present. Per BloombergNEF, global electric vehicle (EV) sales are expected to hit nearly 22 million this year, a sharp 25% jump from last year. One in every four cars sold this year will be either fully electric or a plug-in hybrid. And a big part of this boom is happening in China, which is expected to account for nearly two-thirds of all EV sales. Europe and the Unit ...
MRC Global Exhibits Strong Prospects Amid Persisting Headwinds
ZACKS· 2025-06-26 14:56
Key Takeaways MRC saw a 3% revenue rise in gas utilities, fueled by housing growth and lower energy price exposure. Increased MRO activity and data center demand are expected to support MRC's revenue growth in 2025. MRC returned $388M to shareholders in 2024 and aims to buy back $125M more under a new program through 2028.MRC Global Inc. (MRC) is benefiting from solid momentum across the gas utility sector, driven by new home construction in some U.S. states and lower exposure to energy price volatility. ...