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LiveRamp (RAMP) Upgraded to Strong Buy: Here's Why
ZACKS· 2025-06-30 17:01
Core Viewpoint - LiveRamp (RAMP) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system is based on the consensus measure of EPS estimates from sell-side analysts, reflecting the company's changing earnings picture [1][2]. - A strong correlation exists between earnings estimate revisions and near-term stock price movements, making the Zacks rating system valuable for investors [4][6]. Institutional Investor Influence - Institutional investors utilize earnings estimates to determine the fair value of a company's shares, impacting stock price movements through their buying or selling actions [4]. LiveRamp's Earnings Outlook - For the fiscal year ending March 2026, LiveRamp is expected to earn $2.28 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 27.1% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - LiveRamp's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting potential for higher stock prices in the near term [10].
OneMedNet Announces Additional $3.7 Million of Funding in Private Placement Transactions and Approximately $11 Million in Reductions in Liabilities
Globenewswire· 2025-06-24 12:19
MINNEAPOLIS, June 24, 2025 (GLOBE NEWSWIRE) -- OneMedNet Corporation (Nasdaq: ONMD) (“OneMedNet” or the “Company”), the leading provider of regulatory-grade imaging Real-World Data (iRWD), today announced that it has entered into agreements with accredited investors in private placement transactions at $0.42 per share of common stock that resulted in gross proceeds of approximately $3.7 million, before deducting fees and expenses payable by the Company. Certain Company’s founders and directors participated ...
海天瑞声(688787):AI数据领军企业,全球化布局打造第二成长曲线
Soochow Securities· 2025-06-22 08:09
证券研究报告·公司深度研究·IT 服务Ⅱ 海天瑞声(688787) AI 数据领军企业,全球化布局打造第二成长 曲线 买入(首次) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 170.01 | 237.08 | 345.39 | 482.65 | 643.88 | | 同比(%) | (35.33) | 39.45 | 45.68 | 39.74 | 33.41 | | 归母净利润(百万元) | (30.39) | 11.34 | 31.69 | 55.70 | 90.63 | | 同比(%) | (203.16) | 137.31 | 179.54 | 75.77 | 62.71 | | EPS-最新摊薄(元/股) | (0.50) | 0.19 | 0.53 | 0.92 | 1.50 | | P/E(现价&最新摊薄) | (187.62) | 502.88 | 179.90 | 102.35 | 62.90 | [T ...
青岛市政集团和城发集团两大国企合并,国企重组整合加速
Sou Hu Cai Jing· 2025-06-13 15:00
不仅是青岛市政集团和城发集团合并组建市政开发集团,打造新型智慧城市建设运营集团,此前,国信 集团整合内部资源,成立青岛海洋发展集团,搭建一二三产联通融合的海洋产业生态体系;华通集团和 有关市属企业,对市属企业有关数据产业资源实施专业化整合,组建青岛数据集团;将饮料集团重组并 入青啤集团,实现强强联合,打造食品饮料产业赛道世界一流企业;市国资委配合市财政局整合市属企 业融资担保业务资源,组建青岛融资担保集团。 其中,去年11月海洋集团正式组建后,构建以现代渔业与食品、海洋药物与生物制品为支柱产业,以海 工装备等战略新兴领域为培育产业的五大产业体系。力争用3年时间,实现资产总额300亿元、收入120 亿元、利润10亿元,综合实力进入全国海洋产业集团前列,力争到2035年带动千亿级海洋产业集群发 展。 继青岛饮料集团重组并入青啤集团后,青岛市属国企整合再出大招。6月13日,青岛市政府新闻办召开 政策例行吹风会,介绍《青岛市市属企业主责主业管理办法》相关情况,会上透露,青岛市政集团和城 发集团合并组建市政开发集团,打造新型智慧城市建设运营集团。这背后的逻辑就是逐步解决同质化竞 争问题,有效提升资源配置效率,推进国有经 ...
中行山西省分行打造数智创新“新引擎”
Zhong Guo Jin Rong Xin Xi Wang· 2025-06-13 13:11
Group 1 - China Bank Shanxi Branch has developed a comprehensive financial innovation service system to support technology-based enterprises, aiming to inject continuous momentum into the innovation development of Shanxi's tech sector, with over 100 billion yuan in loans projected by May 2025 [1] - Shanxi Jiashida Robot Technology Co., Ltd. transformed from a small R&D team into a national-level specialized "little giant" enterprise, receiving 3 million yuan in credit loans during critical development phases, with credit support increasing to nearly 70 million yuan over ten years [2] - In January, China Bank announced a plan to provide no less than 1 trillion yuan in financial support for the AI industry chain over the next five years, with Shanxi Branch already providing nearly 500 million yuan to over ten AI enterprises by May 2025 [3] Group 2 - Taiyuan Fulairida Logistics Equipment Technology Co., Ltd. received 50 million yuan in funding from China Bank Shanxi Branch, enabling the development of advanced smart warehousing systems and equipment, enhancing operational efficiency and promoting low-carbon storage solutions [4] - Datong has become a significant data center hub, with over 204,000 large-scale data centers and more than 3 million servers supporting high-tech industries, showcasing the city's transformation from coal mining to data processing [5] - China Bank Shanxi Branch tailored financial products for Datong's enterprises facing funding challenges, simplifying approval processes and reducing financing costs, with nearly 500 million yuan in loans issued to a specific data service company by May 2025 [6][7]
I'm Still Bullish On Tempus AI
Seeking Alpha· 2025-06-07 14:06
Core Insights - Tempus AI, Inc. (NASDAQ: TEM) is a technology company focused on precision medicine, primarily in genomics and data services, with a recent expansion into AI applications for healthcare [1] Company Overview - The company's core business revolves around genomics and data services, which has shown impressive growth [1] - Tempus AI is now integrating artificial intelligence into its healthcare solutions, indicating a strategic shift towards advanced technology applications [1] Growth and Expansion - The expansion into AI for healthcare applications has contributed to the company's growth trajectory, highlighting its commitment to innovation in the medical field [1]
政策再提速!数据要素建设迎顶层部署,将建10个国家级试验区
Xuan Gu Bao· 2025-06-05 23:30
据央视新闻6月5日从国家数据局了解到,我国将在北京、浙江、安徽等地部署建设10个国家数据要素综 合试验区,支持各地在培育经营主体、繁荣壮大数据市场等方面开展先行先试,全面释放实体经济和数 字经济融合效能。 5月底,国家数据局曾举办"数据要素×"首场新闻发布会,介绍"数据要素×"行动实施情况及2025年"数据 要素×"大赛总体考虑。国家数据局政策和规划司副司长栾婕表示,根据有关方面的研究测算显示,中 央企业成立数字科技类公司近500家,约66%的行业龙头企业购买过数据,同时还有一批以数据为主营 业务的企业成功上市。 另外,国家数据局综合司日前还印发了《数字中国建设2025年行动方案》,方案提出,到2025年底,数 字中国建设取得重要进展,数字领域新质生产力不断壮大,数字经济发展质量和效益大幅提升,数字经 济核心产业增加值占国内生产总值比重超过10%,数据要素市场建设稳步推进。 中邮证券指出,随着政策体系加速完善的大框架下,数据要素的资本化潜力加速释放。据数据要素社不 完全统计,2024年已有55家上市公司、228家非上市公司实现数据资产入表。《2024年中国数据交易市 场研究分析报告》预测,数据资产入表规模将从 ...
Watch 3 Little-Known Mid-Cap AI Stocks That Have Climbed Past Month
ZACKS· 2025-06-04 12:06
Industry Overview - The artificial intelligence (AI) investment trend in the United States remains strong, with significant capital expenditure planned for AI infrastructure development, amounting to $325 billion by 2025, reflecting a 46% year-over-year increase in spending on the AI ecosystem [1][2] Company Insights Innodata Inc. (INOD) - Innodata is positioned as a key player in the AI sector by providing essential data for training advanced language models, with a long-term growth outlook supported by increasing demand for data services [6][10] - The company has launched a Generative AI Test & Evaluation Platform, enhancing its AI service offerings, and is expected to benefit from the growing need for data engineering in large language model development [8][9] - Innodata's expected revenue growth rate is 40.3%, while earnings are projected to decline by 19.1% for the current year [11] Fastly Inc. (FSLY) - Fastly offers infrastructure software for cloud computing and has introduced the Fastly AI Accelerator, which optimizes generative AI applications for developers [12][13] - The company operates an edge cloud platform that enhances application performance, requiring minimal code changes for developers [13] - Fastly's expected revenue growth rate is 8.7%, with earnings growth projected at 16.7% for 2025, and earnings estimates have improved by 10% over the last 30 days [14] AeroVironment Inc. (AVAV) - AeroVironment specializes in robotic systems and services for government and commercial clients, integrating AI and computer vision into its products [15][16] - The company provides a range of unmanned systems and related services, primarily to the U.S. Department of Defense and allied governments [16][17] - AeroVironment's expected revenue growth rate is 26.1%, with earnings growth projected at 33.6% for the current year [18]
Innodata: Providing The Data Behind The AI Revolution
Seeking Alpha· 2025-06-03 07:24
Core Insights - Innodata (NASDAQ: INOD) is positioned as a key player in the artificial intelligence sector by providing essential data services to firms, indicating its importance in the growing AI market [1] Company Overview - The company is experiencing rapid revenue growth, highlighting its potential for future expansion and profitability in the data services industry [1]
景联文科技完成数千万元Pre-A轮融资,布局公共数据生产运营|早起看早期
36氪· 2025-05-29 00:01
景联文的目标是帮助挖掘公共数据的最大价值。 刘云涛表示,今年公司预计营收增速400%以上,目前客户结构已涵盖政府、头部AI厂商、AI研究机构。而布局公共数据运营业 务后,景联文将构建完整的数据服务生态体系。 文 | 李安琪 编辑 | 李勤 封面来源 | Unsplash 36氪获悉,数据服务公司"景联文科技"于近期完成了数千万元Pre-A轮融资,投资方为杭州金投集团旗下基金。据悉,景联文科技 本轮融资将用于公共数据生产运营的布局、智能化语料工程平台构建、以及自建垂直领域高质量标注基地,打造"平台+基地+行 业"的数据链闭环生态。 景联文科技成立于2012年,是一家AI数据服务运营商。据景联文CEO刘云涛介绍,公司业务经历了从生物识别算法,到数据采集 标注,再到高质量AI数据集生产运营三个阶段演变。目前,公司聚焦的领域包括公共数据、AI大模型、自动驾驶与医疗等。 刘云涛向36氪表示,高质量数据集是人工智能发展的"燃料"。"AI-ready的前提是Data-ready,数据质量决定模型效果。高质量数 据集的供给是AI行业化落地的关键要素,也是促进数据要素繁荣交易的根基。" 今年5月国家数据局表示,将继续加大中央财 ...