Company Performance - DocuSign (DOCU) closed at $73.55, reflecting a -3.68% change from the previous day, underperforming the S&P 500's daily loss of 0.33% [1] - Over the past month, DocuSign shares have appreciated by 0.46%, lagging behind the Computer and Technology sector's gain of 5.24% and the S&P 500's gain of 4.07% [1] Upcoming Financial Results - DocuSign is expected to report an EPS of $0.84, indicating a 13.4% decline compared to the same quarter last year [2] - The consensus estimate for revenue is projected at $778.96 million, representing a 5.83% growth year-over-year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $3.54 per share and revenue at $3.16 billion, reflecting changes of -0.28% and +6.05% respectively from the prior year [3] - Recent adjustments to analyst estimates indicate evolving short-term business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - DocuSign is currently trading at a Forward P/E ratio of 21.6, which is below the industry average of 28.6 [6] - The company has a PEG ratio of 9.43, compared to the Internet - Software industry's average PEG ratio of 2.21 [7] Industry Context - The Internet - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [8] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [8]

In the latest close session, Uber Technologies (UBER) was down 1.05% at $95.39. This change lagged the S&P 500's 0.33% loss on the day. At the same time, the Dow lost 0.63%, and the tech-heavy Nasdaq lost 0.22%. Shares of the ride-hailing company witnessed a gain of 12.59% over the previous month, beating the performance of the Computer and Technology sector with its gain of 5.24%, and the S&P 500's gain of 4.07%.Market participants will be closely following the financial results of Uber Technologies in its ...

OneSpan (OSPN) closed the most recent trading day at $15.77, moving -10.14% from the previous trading session. This change lagged the S&P 500's daily loss of 0.33%. Meanwhile, the Dow lost 0.63%, and the Nasdaq, a tech-heavy index, lost 0.22%. Shares of the internet security company witnessed a gain of 8% over the previous month, beating the performance of the Computer and Technology sector with its gain of 5.24%, and the S&P 500's gain of 4.07%.Investors will be eagerly watching for the performance of OneS ...

RT Mario Nawfal (@MarioNawfal)🇱🇸 STARLINK ZAPS AFRICAN SCHOOLS TO THE FUTUREMarakabei and Bocheletsane High Schools in Lesotho now have high-speed internet thanks to Starlink.Classrooms once offline are now plugged into the world.From isolation to innovation, futures unlocked.Source: @Starlink, @TConnectAfrica ...

Connectivity & Digital Inclusion - Starlink is connecting remote schools in Lesotho to reliable high-speed internet, bridging the digital divide [1] - T-Connect has brought Starlink to Marakabei & Bocheletsane High Schools in Lesotho, transforming classrooms into digital gateways [1] Education & Future Opportunities - The initiative aims to unlock a world of possibility for students and teachers [1] - The project focuses on unlocking futures by connecting schools [1]

Core Insights - MercadoLibre (MELI) is heavily reliant on Brazil, which accounts for over 50% of its revenues, with strong growth in both commerce and fintech sectors [1][4] - The company plans a significant investment of 34 billion reais ($5.8 billion) in Brazil for 2025, marking a 48% increase from the previous year [4][9] - Recent geopolitical tensions, particularly President Trump's 50% tariff on Brazilian imports, have raised concerns about potential impacts on MercadoLibre's operations and consumer spending in Brazil [2][3] Financial Performance - In Q1 2025, MercadoLibre reported net revenues of $3.08 billion from Brazil, reflecting a 20% year-over-year increase [3] - The Zacks Consensus Estimate for 2025 revenues from Brazil is projected at $14.3 billion [3] - The second-quarter 2025 earnings estimate stands at $12.01 per share, indicating a 14.60% year-over-year growth [15] Competitive Landscape - MercadoLibre faces increasing competition in Brazil from Amazon and Sea Limited's Shopee, both of which are expanding their market presence [5][6] - Amazon offers over 100 million products and has established a robust logistics network in Brazil [5] - Shopee is leveraging aggressive pricing and mobile-first strategies to capture market share in Brazil [6] Stock Performance and Valuation - MELI shares have increased by 41.7% year-to-date, outperforming the Zacks Internet-Commerce industry and the Retail-Wholesale sector [7] - The stock is currently trading at a forward Price/Sales ratio of 3.91X, compared to the industry's 2.17X, indicating a higher valuation [11]

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 must act by the lead plaintiff deadline to represent other class members [2]. Group 2: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time [3]. - The firm was ranked No. 1 by ISS Securities Class Action Services for the number of settlements in 2017 and has consistently ranked in the top 4 since 2013, recovering hundreds of millions for investors [3]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a Titan of Plaintiffs' Bar by Law360 in 2020 [3]. Group 3: Case Allegations - The lawsuit alleges that defendants made false and misleading statements regarding the impact of Google Search algorithm changes on Reddit's traffic and advertising revenues [4]. - Key points include that users were obtaining answers directly from Google Search, leading to reduced traffic to Reddit, and that the defendants were aware of this situation [4]. - The lawsuit claims that when the true details were revealed, investors suffered damages due to the misleading information provided by the defendants [4].

Industry Overview - Ecommerce sales in Q1 2025 grew by 6.1% compared to Q1 2024, while total retail sales increased by 4.5%, with ecommerce accounting for approximately 16.2% of total U.S. retail sales [1] - The ecommerce industry is experiencing a shift towards digital influencers and advanced technologies such as AR/VR, social commerce, generative AI, and the Metaverse [4][5] - The Zacks Internet - Commerce industry ranks 51, placing it in the top 21% of nearly 250 Zacks industries, indicating positive near-term prospects [8][9] Current Trends - The retail experience is increasingly blending online and offline activities, with consumers preferring faster delivery and pickup options [7] - Subscription models for repeat-use items are gaining traction, making it easier for consumers to order and for retailers to plan [7] - Social commerce is becoming popular, particularly among Gen-Z, with platforms like TikTok leading the way [14] Performance Metrics - The Zacks Electronic - Commerce Industry has gained 18% over the past year, outperforming the broader Zacks Retail and Wholesale Sector (16.5%) and the S&P 500 (11.9%) [12] - The industry is currently trading at a price-to-forward earnings (P/E) ratio of 24.6X, which is a premium of 8.6% to the S&P 500 and a discount of 0.8% to the broader retail sector [16] Company Highlights Groupon, Inc. (GRPN) - Groupon operates an online marketplace connecting buyers and sellers across various sectors, with over 76% of its 2024 revenue coming from the U.S. [19] - The company has shown a positive trend in earnings estimates, with the 2025 estimate moving from a loss of $0.18 to a profit of $0.30 per share [21] - Groupon's shares have increased by 146.9% over the past year, primarily in the last two months [22] CarGurus, Inc. (CARG) - CarGurus offers an online marketplace for new and used cars, with 93% of its 2024 revenue generated in the U.S. [25] - The company has no debt and is focused on improving dealer profitability through data-driven solutions, which is driving its market share [27] - Analysts estimate a 25% earnings growth for 2025, with revenues expected to increase by 5% [28]

Core Insights - The individual has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] - Investment philosophy is based on thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not yet be recognized by the broader market [1] - Background in auditing and finance, combined with hands-on investing experience, allows for unique insights and actionable ideas for investors [1]

Group 1 - Leidos (LDOS) has shown strong year-to-date performance, returning approximately 13.2%, outperforming the average gain of 7.8% in the Computer and Technology sector [4] - The Zacks Rank for Leidos is currently 2 (Buy), indicating a favorable outlook based on earnings estimate revisions and improving earnings outlooks [3] - Leidos is part of the Computers - IT Services industry, which has seen an average loss of 9.9% this year, further highlighting Leidos' strong performance relative to its peers [6] Group 2 - Creative Realities, Inc. (CREX) has also outperformed the sector with a year-to-date increase of 38%, and its consensus EPS estimate has risen by 196.8% over the past three months [5] - The Computers - IT Services industry, which includes Leidos, is ranked 91 in the Zacks Industry Rank, while the Internet - Software industry, which includes Creative Realities, is ranked 67 and has gained 15.9% year to date [6] - Investors should continue to monitor both Leidos and Creative Realities, Inc. for potential sustained strong performance in the Computer and Technology sector [7]