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NV Bekaert SA (BEKAY) Q4 2025 Sales/Trading Call Transcript
Seeking Alpha· 2026-02-26 14:57
Core Viewpoint - Bekaert is conducting a results call to discuss its financial performance and future outlook, with key insights expected from the CEO and CFO [1][2]. Group 1: Company Overview - Bekaert is presenting information regarding its financial results and future expectations, indicating a structured approach to investor communication [2][5]. Group 2: Management Statements - The presentation includes forward-looking statements that reflect management's current views on future events, acknowledging the presence of risks and uncertainties that could affect actual outcomes [3]. - Bekaert emphasizes that it does not commit to updating forward-looking statements based on new information or future events, thereby managing investor expectations regarding the reliability of such statements [4].
Jim Cramer on GE Vernova: “I Still Like It”
Yahoo Finance· 2026-02-26 14:56
GE Vernova Inc. (NYSE:GEV) is one of the stocks that was on Jim Cramer’s radar recently. During the episode, a caller asked if the stock still has more room to run at the current level or not. Cramer replied: Well, GE Vernova is presuming with that price-to-earnings multiple that will continue to build power plants, that will build nuclear power plants, that will need more energy. It’s probably the single most stock that’s most positioned for us… need more energy in the country. So I’ve gotta say, I still ...
Jim Cramer Highlights Salesforce’s Low Valuation After Decline
Yahoo Finance· 2026-02-26 14:56
Salesforce, Inc. (NYSE:CRM) is one of the stocks that was on Jim Cramer’s radar recently. Cramer highlighted it as “formerly the king of the enterprise software stocks,” as he stated: The problem is that most stocks in the service economy and the tech economy trade at relatively high multiples, and people simply aren’t willing to pay as much for them with these AI apocalypse fears floating around. The multiples are too high. We see it in Salesforce, reports this week. This company, formerly the king of th ...
Jim Cramer on Charles Schwab: “I Think It’s a Steal Because the AI Threat Here Is a Borderline Non-Existent Threat”
Yahoo Finance· 2026-02-26 14:56
The Charles Schwab Corporation (NYSE:SCHW) is one of the stocks that was on Jim Cramer’s radar recently. Cramer was bullish on the stock due to its valuation, as he said: Two weeks ago, for instance, an online insurance marketplace called Insurify released a new application that uses ChatGPT to compare insurance rates. Immediately, the insurance brokerage stocks tanked. The next day, a company called Altruist came out of nowhere with an AI-powered tax planning offering to help financial advisors create pe ...
Jim Cramer Suggests Playing With House’s Money on Powell
Yahoo Finance· 2026-02-26 14:56
Company Overview - Powell Industries, Inc. (NASDAQ:POWL) manufactures custom electrical systems, including power control rooms and circuit breakers for industrial markets, and also provides support services [3]. Stock Performance - Since Jim Cramer's positive comments about Powell Industries, the stock has increased by over 116% [4]. - A caller reported a 214% upside after investing in the stock nine months ago at $172, indicating significant appreciation in value [1]. Analyst Commentary - Jim Cramer expressed strong support for Powell Industries, referring to it as a "great industrial energy infrastructure stock" and suggesting that it is a desirable addition to an investment portfolio [3]. - Cramer advised the caller to sell one-third of their position to secure profits while allowing the remaining shares to be played with "the house's money" [1].
Jim Cramer on Gartner: “We’re Going to Have to Say No to That”
Yahoo Finance· 2026-02-26 14:56
Company Overview - Gartner, Inc. (NYSE:IT) is a research and advisory company that provides subscription-based insights, expert access, consulting services, and executive conferences [2] Recent Performance - Gartner was noted as the fifth worst performer in the S&P 500 in 2025, with a decline of almost 48% last year [2] - The company has faced challenges due to the rise of AI, which allows businesses to access information independently, reducing the need for Gartner's research services [2] Market Sentiment - Jim Cramer expressed concerns about Gartner's recent performance and the competitive threat posed by AI advancements, indicating a lack of confidence in the stock's recovery [1][2]
英伟达跌幅一度扩大至3% 财报再超预期却遇冷
Ge Long Hui A P P· 2026-02-26 14:56
格隆汇2月26日|英伟达财报再超预期却遇冷淡回应,股价跌幅一度扩大至3%。公司Q4营收同比大增 73%至681亿美元创新高,Q1业绩指引强劲。 ...
Jim Cramer Recommends Eli Lilly over Novo Nordisk
Yahoo Finance· 2026-02-26 14:56
Novo Nordisk A/S (NYSE:NVO) is one of the stocks Jim Cramer commented on. Answering a caller’s question about the stock during the lightning round, Cramer said: Oh no, you don’t want to be in Novo Nordisk. You want to be in Eli Lilly. Novo Nordisk is really good at cutting prices. Eli Lilly’s great at making drugs. Photo by Adam Nowakowski on Unsplash Novo Nordisk A/S (NYSE:NVO) manufactures pharmaceuticals for chronic conditions, including diabetes, obesity, and rare blood or endocrine disorders. The ...
美股异动丨派拉蒙天舞涨7.5%,Q4营收及营业利润均超预期
Ge Long Hui· 2026-02-26 14:56
此外,派拉蒙日前向华纳董事会提交了修订后的收购提案,将全现金收购报价提高至每股31美元,并增 设了包括延期补偿金、承担竞争对手分手费在内的一系列强有力的交易保护条款。华纳董事会表示,派 拉蒙修订后的提案"有合理预期"可能构成优于与奈飞现有协议的"公司更优提案"。(格隆汇) 派拉蒙天舞(PSKY.US)涨7.5%,报10.92美元。 消息面上,派拉蒙天舞公布第四财季业绩,营收为81.5亿美元,高于市场预期的81.2亿美元;调整后的 息税折旧摊提前营业利润为6.12亿美元,亦高于预期的5.62亿美元。期内,电视部门收入下降5%至47.1 亿美元,但由于采取积极的成本削减措施,其调整后盈利仍超过10亿美元;流媒体业务营收为22.1亿美 元,Paramount+的订阅用户增至7890万。 ...
Can SoundHound's Bengaluru Hub Accelerate Global Agentic AI Growth?
ZACKS· 2026-02-26 14:56
Core Insights - SoundHound AI, Inc. (SOUN) has opened a new innovation hub in Bengaluru, India, to accelerate the global rollout of its agentic AI platform, resulting in a 1.9% increase in SOUN stock during trading hours, indicating investor optimism [1] Group 1: Expansion and Development - The Bengaluru facility is part of SoundHound's strategy to expand its global development footprint and support innovation in agentic AI offerings, leveraging one of the largest technology talent pools [2] - The hub aims to enhance research and development efforts, enabling faster iteration of enterprise-grade conversational and workflow-based AI solutions [2] Group 2: Product and Market Positioning - SoundHound's agentic AI platform manages complex interactions across various channels, serving industries such as automotive, restaurants, retail, healthcare, financial services, and government, positioning the Bengaluru hub to contribute across multiple verticals [3] - The expansion aligns with SoundHound's broader strategy to scale enterprise AI globally and deepen its international presence, enhancing geographic diversification and supporting global customer deployments [4] Group 3: Financial Outlook - The near-term financial impact of the new hub is expected to be limited, but it strengthens SoundHound's innovation pipeline and access to specialized talent, with longer-term benefits dependent on the company's ability to translate development capacity into scalable enterprise adoption and revenue growth [5] - SOUN's stock has trended downward by 27.6% over the past six months, underperforming compared to the Zacks Computers - IT Services industry, the Zacks Computer and Technology sector, and the S&P 500 index [8] Group 4: Competitive Landscape - SoundHound faces competition from C3.ai and Cerence, both of which are expanding their capabilities in conversational and agentic AI, with C3.ai focusing on enterprise AI automation and Cerence strengthening its automotive AI footprint [6][7] - C3.ai's expanding product suite keeps it in contention with SoundHound for contracts across various sectors, while Cerence maintains strong legacy relationships in key accounts [6][7] Group 5: Earnings Estimates - SOUN's earnings estimates for 2026 indicate a loss per share of 6 cents, but with an expected year-over-year growth of 56.9% [13] - Current earnings estimates for the upcoming quarters remain unchanged, reflecting stability in projections [14]