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Here is Why Growth Investors Should Buy Calix (CALX) Now
ZACKS· 2025-07-25 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Calix (CALX) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [4]. - Calix's projected EPS growth for the current year is 107.1%, significantly surpassing the industry average of 17.9% [5]. Group 2: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important metric for assessing a company's efficiency in generating sales [6]. - Calix has an S/TA ratio of 0.94, indicating it generates $0.94 in sales for every dollar in assets, compared to the industry average of 0.58 [6]. Group 3: Sales Growth - Sales growth is another key indicator of a company's performance, with Calix expected to achieve a sales growth rate of 13.3% this year, outpacing the industry average of 5.7% [7]. Group 4: Earnings Estimate Revisions - Trends in earnings estimate revisions are correlated with stock price movements, with positive revisions being favorable [8]. - The current-year earnings estimates for Calix have increased by 166.7% over the past month, indicating strong upward momentum [9]. Group 5: Overall Positioning - Calix has achieved a Growth Score of A and a Zacks Rank of 2, positioning it well for potential outperformance in the growth stock category [11].
MicroStrategy Rises 131% in a Year: Buy, Sell or Hold the MSTR Stock?
ZACKS· 2025-07-25 17:41
Key Takeaways MSTR shares rose 7.4% in a month, outperforming its sector but trailing MARA and RIOT stocks.Strategy now holds 607,770 bitcoins, adding 6,220 BTC in July for $739.8 million.Subscription revenue surged 62% to $37.1M, driven by Mosaic AI and rising demand for Strategy One cloud tools.MicroStrategy (MSTR) , doing business as “Strategy,” shares have appreciated 131% in the trailing 12 months, outperforming both the Zacks Computer - Software industry and Zacks Computer and Technology sector that h ...
There's a lot of impact of tariffs still to come, says Wolfe Research's Tobin Marcus
CNBC Television· 2025-07-25 17:40
Meanwhile, that August 1st deal deadline still about a week away. Sectoral tariffs could be coming down at any time. Let's dive in with Tobin Marcus.He's head of policy and politics at Wolf Research. And Tobin, I do wonder if this market reaction is telling us something even as people are tallying up the damage, the effect on corporate America, which is bearing the brunt of this so far. It's almost like the market is willing to look past that.Why. Yeah, certainly we're not seeing a lot of market reaction to ...
Why Gilead Sciences Stock Just Popped
The Motley Fool· 2025-07-25 17:37
Gilead stock is flashing "buy" in bright green letters.Biopharmaceuticals stock Gilead Sciences (GILD 2.70%) jumped 2.5% through 12:30 p.m. ET Friday after Needham & Co. upgraded the shares to a buy rating and slapped a $133 price target on the $116 stock.Key to the analyst's analysis is Gilead's new Yeztugo prescription medication for pre-exposure prevention of HIV-1. What Needham says about GileadCiting a survey of physicians, Needham reports in a note covered on The Fly this morning that the market for ...
Should Meta Platforms Stock Be in Your Portfolio Pre-Q2 Earnings?
ZACKS· 2025-07-25 17:31
Key Takeaways META expects Q2 revenues of $42.5B to $45.5B, with ad strength driving a 14.77% year-over-year increase.AI-enhanced ad tools and massive platform reach fuel advertiser demand across META's platforms.Reality Labs' projected loss and rising AI investments are expected to pressure METAs margins.Meta Platforms (META) is set to report its second-quarter 2025 results on July 30.META expects total revenues between $42.5 billion and $45.5 billion for the second quarter of 2025. The Zacks Consensus Est ...
Cytokinetics Merits A Speculative Buy Rating
Seeking Alpha· 2025-07-25 17:23
Live Chat on The Biotech Forum has been dominated by discussion of covered call opportunities in recent quarters. To see what I and the other season biotech investors are targeting as trading ideas in real-time, just initiate your free trial into The Biotech Forum by clicking HERE .Today, I put Cytokinetics, Incorporated (NASDAQ: CYTK ) in the spotlight for the first time in 2025. I last posted research on this mid-cap biopharma in November 2024. The stock hit a bump when a snag occurred around the approval ...
ServiceNow: The 2nd Wave of AI Spending Is Here
MarketBeat· 2025-07-25 17:21
ServiceNow TodayNOWServiceNow$969.24 -26.94 (-2.70%) 52-Week Range$678.66▼$1,198.09P/E Ratio122.16Price Target$1,114.87Add to WatchlistServiceNow’s NYSE: NOW Q2 results and guidance update are a wow moment for investors and an eye-opener for those waiting on AI’s second wave. The second wave, the rise of agentic services and the application of AI, is expected to be a larger, faster-growing, and longer-sustained rally than infrastructure, which has been a rocket-ship of gains for technology investors. The t ...
Calls of the Day: Gilead, Chipotle and P&G
CNBC Television· 2025-07-25 17:18
>> All right we're back. Let's do some calls. The first one is Needham.They upgraded Gilead today to a buy 133 is the price target. They like positive survey that they got for one of their drugs. 70% of Gilead's revenue comes from the HIV franchise.So it was related to that. Rob Kitchen owns that name. And you bought more.>> Correct. >> It's up a good bit. Year to date up like 28% still trades cheap very high quality company with a reasonable valuation.I think that that change is just further success in tha ...
Strength Seen in Broadridge Financial (BR): Can Its 4.3% Jump Turn into More Strength?
ZACKS· 2025-07-25 17:16
Broadridge Financial Solutions (BR) shares soared 4.3% in the last trading session to close at $252.99. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 1.9% gain over the past four weeks.The stock is benefiting from the company's recurring revenue model, contributions from acquisitions, growth prospects, and dividend payouts.This technology outsourcing company is expected to post quarterly earnings of $3.51 per share in its upcom ...
Healthpeak Q2 FFO Meets Estimates, Same-Store NOI Rises Y/Y
ZACKS· 2025-07-25 17:05
Key Takeaways DOC posted Q2 FFO of 46 cents per share, matching estimates and up from 45 cents in the prior-year quarter.Same-store cash NOI rose 3.5% year over year, led by growth in outpatient, lab and CCRC segments.Lab and outpatient leases had 6% cash-releasing spreads, with 87% and 85% tenant retention, respectively.Healthpeak Properties, Inc. (DOC) reported second-quarter 2025 funds from operations (“FFO”) as adjusted per share of 46 cents, meeting the Zacks Consensus Estimate. The metric was 45 cents ...