Key Takeaways New tariffs may dent pricing and margin flexibility in China. APH's China revenue rose 18.4% in Q1, led by IT datacom demand. APH stock is up 41.4% YTD, outpacing sector and industry peers.Amphenol (APH) designs and manufactures connectors, interconnect systems, antennas, sensors and high-speed specialty cable. With vertically integrated facilities in over 30 countries, it supports diverse end markets, including IT datacom, automotive, mobile devices, and industrial applications. APH supplie ...

  Calgary, Alberta / July 10, 2025 – TheNewswire - Credissential Inc. (“Credissential” or the “Company”) (CSE: WHIP) (OTC: IPTNF) (FSE: 9YZ) is pleased to announce that its wholly owned subsidiary, Antenna Transfer Inc. (“Antenna”), has entered into a binding exclusive license and platform agreement with Effective Acceleration Ventures Limited (“EAV”) for the deployment and use of the Antenna Platform (the “Platform”) by EAV. Antenna, operating under the domain Antennatransfer.io, is a proprietary quantum- ...

Operator demand fuels Gilat’s momentum across GEO, MEO, and LEO VHTS constellationsPETAH TIKVA, Israel, July 09, 2025 (GLOBE NEWSWIRE) -- Gilat Satellite Networks Ltd. (NASDAQ: GILT, TASE: GILT), a worldwide leader in satellite networking technology, solutions and services, today announced that its Commercial Division has received over $22 million in orders from leading satellite operators around the world. The orders are scheduled for delivery over the next 12 months. These new orders reflect Gilat’s growi ...

Core Insights - Globalstar, Inc. has successfully installed its first 6-meter tracking antenna, Clifton-8, for the C-3 mobile satellite system, marking the beginning of a significant global initiative to enhance its ground infrastructure as part of the Extended MSS Network [1][11] - The company plans to deploy over 90 new antennas across approximately 35 ground stations in 25 countries, which includes major upgrades to existing infrastructure and the establishment of new ground stations to improve global connectivity [3][11] - Globalstar's commitment to high-performance satellite communications is driven by increasing demand for mobile connectivity across various industries and remote areas [4] Financial Performance - In the last reported quarter, Globalstar achieved revenues of $60 million, reflecting a 6% year-over-year increase, primarily due to higher service revenues [8] - The company has reiterated its financial outlook for 2025, projecting revenues between $260 million and $285 million, with an expected adjusted EBITDA margin of approximately 50% [9] Strategic Developments - Globalstar is enhancing its spectrum and wholesale capacity services, particularly in government and consumer sectors, with its Band n53 being a critical resource for 5G innovation [6] - The company has inaugurated a new Satellite Operations Control Center in March 2025, which significantly enhances its operational capabilities and supports its strategic growth in next-generation satellite solutions [7] - A partnership with GCT Semiconductor Holding aims to develop two-way satellite messaging systems for mobile devices, integrating advanced IoT and 4G/5G semiconductor technology into Globalstar's product offerings [8]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores rate stocks based on value, growth, and momentum, serving as complementary indicators to the Zacks Rank [2][3] - Each stock receives a rating from A to F, with A indicating the highest potential for outperforming the market [3] Value Score - The Value Style Score identifies attractive stocks using ratios like P/E, PEG, and Price/Sales, focusing on finding undervalued stocks [3] Growth Score - The Growth Style Score assesses a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score evaluates stocks based on price trends and earnings outlook, helping investors capitalize on upward or downward price movements [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for selecting stocks with the best value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios [7] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41%, significantly outperforming the S&P 500 [8] Stock Selection Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [10] - Stocks with lower ranks but high Style Scores may still carry risks due to downward earnings outlooks [11] Company Spotlight: Amphenol (APH) - Amphenol is rated 2 (Buy) on the Zacks Rank, with a VGM Score of B, indicating strong growth potential [12] - The company forecasts a year-over-year earnings growth of 41.8% for the current fiscal year, supported by a recent upward revision in earnings estimates [13]

Core Insights - Amphenol (APH) and Bel Fuse (BELFB) are prominent manufacturers of electrical and electronic products, with Amphenol focusing on connectors, interconnect systems, antennas, and cables, while Bel Fuse offers products that power, protect, and connect electronic circuits [1][2] Market Overview - The global electronic components market was valued at $393.63 billion in 2024 and is projected to grow to $847.88 billion by 2032, with a CAGR of 10.3% from 2025 to 2032, presenting significant growth opportunities for both companies [3] Amphenol (APH) Analysis - Amphenol's diversified business model reduces volatility across end markets and geographies, with strong demand in commercial aerospace and defense driving growth [4] - The company anticipates high-single-digit sequential sales growth in Q2 2025, supported by demand for jetliners and next-gen aircraft [4] - The increasing use of AI and machine learning is expected to enhance APH's long-term prospects in the IT datacom market [5] - Acquisitions have bolstered APH's product offerings, contributing 8% to 2024 revenues, with notable acquisitions including CIT and Lutze [6][7] - APH's acquisition of CommScope's Andrew business is projected to add approximately $0.09 to earnings in 2025, while the LifeSync acquisition enhances its medical interconnect product range [7] Bel Fuse (BELFB) Analysis - Bel Fuse also benefits from a diversified business model, with a backlog of orders reaching $395.7 million, up 4% sequentially, driven by strength in aerospace, defense, space, and AI [8] - However, Bel Fuse faces challenges from lower sales in the consumer market and elevated costs associated with the Enercon acquisition, impacting revenues [9][10] - The company is implementing cost-saving initiatives expected to materialize over the next 12 to 18 months [11] Stock Performance and Valuation - Year-to-date, APH shares have increased by 37.9%, outperforming BELFB's 12.1% rise [12] - Valuation metrics indicate APH shares are overvalued with a Value Score of D, while BELFB shares are considered cheap with a Value Score of B [15] - APH's forward 12-month Price/Sales ratio stands at 5.58X, significantly higher than BELFB's 1.82X [18] Earnings Estimates - The Zacks Consensus Estimate for APH's 2025 earnings is $2.68 per share, reflecting a 41.8% year-over-year increase [19] - For Bel Fuse, the consensus estimate for 2025 earnings is $6.05 per share, indicating an 84.45% year-over-year increase [20] Investment Outlook - Amphenol is viewed as a stronger investment option compared to Bel Fuse, benefiting from acquisitions and solid cash flow, while Bel Fuse is facing tariff-related challenges [21] - Amphenol holds a Zacks Rank 2 (Buy), while Bel Fuse has a Zacks Rank 3 (Hold) [22]

Financial Data and Key Metrics Changes - Fiscal Q2 net sales increased by 17% to $18.9 million year over year, with gross profit margin at 31.5%, exceeding the target of 30% [6][21] - Operating profit was $106,000 compared to an operating loss of $415,000 in Q2 2024, and adjusted EBITDA was over $1.1 million with a 6% margin [6][22] - Consolidated net loss was $245,000 or $0.02 per diluted share, while non-GAAP net income was $701,000 or $0.07 per diluted share, a significant improvement from a net loss of $4.3 million or $0.41 per diluted share in the prior year [22] Business Line Data and Key Metrics Changes - The company is diversifying its product offerings, with growth in wireless, aerospace, public safety, and industrial sectors [7][8] - Custom cabling projects from aerospace clients have led to repeat business, enhancing credibility in precision-demanding industries [9] - Direct air cooling (DAC) systems are gaining traction, with innovations aimed at reducing energy consumption and costs compared to traditional HVAC systems [10][11] Market Data and Key Metrics Changes - The company has over 100 opportunities in its sales pipeline for wireless DAS build-outs in stadiums and venues, indicating a recovery in this market post-COVID [12][13] - The DAC systems are expanding into wireline telecom, edge data centers, and energy applications, driven by AI demand for data centers [11][12] - The backlog increased from $15 million to $18.4 million, reflecting strong demand across various product lines [6][25] Company Strategy and Development Direction - The company is transitioning from a product-focused model to an integrated solutions provider, enhancing its market diversity [7][18] - There is a focus on operational efficiency, cost management, and leveraging prior acquisitions to create new opportunities [14][19] - The company is actively working to diversify its supply chain to mitigate tariff impacts, with most production domestically sourced [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the second half of fiscal 2025, despite uncertainties related to tariffs and supply chain impacts [15][17] - The company anticipates Q3 sales to be in line with Q2, representing a significant increase over the previous year's Q3 sales of $16.8 million [20] - Management highlighted a strong team and platform for growth, with a focus on penetrating new markets and increasing customer engagement [20][18] Other Important Information - The company is managing its working capital effectively, with cash and cash equivalents at $3.6 million and a current ratio of approximately 1.6:1 [23] - Inventory levels decreased to $12.6 million from $14.7 million, reflecting improved procurement and supply chain processes [24] Q&A Session Summary Question: What is credited for the backlog growth? - The backlog growth is spread across several product areas, indicating a healthy mix of short and long-term opportunities [28][30] Question: Can you provide a revenue contribution breakdown for products like small cells and DAS systems? - The company does not disclose specific contributions but notes that small cells and DAS systems are significant growth areas, particularly in wireless applications [34][36] Question: What is the expected contribution timeline for DAS opportunities? - DAS opportunities are contributing continuously, with expectations for increased performance in the second half of the year [40][41] Question: What is the outlook for the wireless provider contributing 11% of revenue? - The company sees potential for growth with multiple customers contributing to sales, indicating a diverse customer base [44][46] Question: Can you elaborate on the credit facility and expected savings? - The company expects to finalize a new credit agreement in Q3, anticipating meaningful interest rate reductions [53][54] Question: How will the company achieve its 10% EBITDA target? - The company aims to improve product mix, reduce costs, and enhance operational efficiency to reach the EBITDA target [56][58] Question: What is the growth outlook for DAC and small cell products? - Both DAC and small cell products are expected to continue driving growth, supported by diverse customer bases and regional budgets [60][61]

Core Insights - Credissential Inc. is transforming its CoinCMPLY platform into a B2B crypto tax preparation solution and is seeking Certified Public Accountants (CPAs) for product development feedback [1][2][3] Group 1: CPA Initiative - The CPA recruitment initiative is part of Credissential's strategic vision to create a diversified financial technology ecosystem addressing market gaps through its software platforms [2] - The company is looking for both cryptocurrency-experienced and traditional CPAs to provide early feedback on the quantum-secured SaaS platform designed for accounting firms [2][3] - This initiative aims to build a platform that addresses real-world accounting challenges as cryptocurrency adoption grows in North America [3][4] Group 2: Leadership Changes - Mr. George Nguyen has been appointed to the board of directors, bringing extensive experience in cloud migration and digital scalability [5][6] - Mr. Nguyen has been granted 100,000 Restricted Share Units (RSUs) as part of his appointment, subject to a standard hold period [7] - Mr. Sebastian Lowes has resigned as General Counsel and director of the company, with the company expressing gratitude for his service [8] Group 3: Company Overview - Credissential is an AI-powered financial services software developer focused on the development and commercialization of products like Credissential Dealerflow, Antenna, and CoinCMPLY [9] - The company aims to address critical friction points in financial transactions, enabling efficient, secure, and compliant value transfer for businesses and individuals [9]

Core Viewpoint - American Tower (AMT) has experienced an 11.8% increase in share price over the past three months, contrasting with a 0.4% decline in the industry, driven by strong demand for its communication real estate portfolio due to rising wireless penetration and 5G deployment efforts [1][4]. Company Overview - American Tower owns a geographically diversified communication real estate portfolio, which positions it well to capture increasing demand from wireless carriers [1][4]. - The company benefits from long-term leases with tenants, ensuring stable cash flows and supporting its growth initiatives [2][5]. Financial Performance - In the first quarter of 2025, AMT reported adjusted funds from operations (AFFO) of $2.75 per share, surpassing the Zacks Consensus Estimate of $2.60, reflecting a year-over-year revenue increase [3]. - The company recorded organic tenant billings growth of 4.7% and total tenant billings growth of 5.2% in the same quarter, indicating robust demand for its services [6]. Market Position and Growth Drivers - The advancement of mobile technology and the increase in mobile data usage globally are driving growth in the wireless industry, leading to additional equipment deployment by service providers [4]. - American Tower's portfolio includes nearly 149,000 communication sites worldwide, enhancing its ability to meet incremental demand [4]. Financial Stability - As of March 31, 2025, American Tower had a net leverage ratio of 5.0 and total liquidity of $11.7 billion, providing financial flexibility for its operations [8]. - The company holds investment-grade credit ratings of BBB and Baa3, allowing it to borrow at favorable rates [8]. Dividend Strategy - American Tower has a disciplined capital distribution strategy, having increased its dividend 15 times with an annualized growth rate of 9.07% over the past five years, indicating a commitment to enhancing shareholder value [9]. Analyst Outlook - Analysts are optimistic about American Tower, with the Zacks Consensus Estimate for its 2025 AFFO revised upward by 1.1% to $10.14 over the past month, reflecting positive sentiment in the market [10].

Core Viewpoint - IHS Holding Limited is expected to report first-quarter 2025 results on May 20, with a strong year-over-year revenue growth driven by high demand for communication infrastructure solutions [1][2]. Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for IHS Holding's revenues in the March quarter is $421.26 million, reflecting an increase from $417.74 million in the same quarter last year [5]. - The consensus estimate for adjusted earnings per share is set at 17 cents [5]. Group 2: Market Demand and Growth Drivers - IHS Holding is experiencing robust demand for its communication infrastructure services, particularly in emerging markets like Africa and Latin America, due to increased mobile adoption and high-bandwidth application usage [3]. - The company's initiatives in exploring new revenue opportunities in fiber, Distributed Antenna Systems, small cells, and data centers are contributing positively to its growth [2]. Group 3: Infrastructure Developments - IHS Brazil's neutral infrastructure model is facilitating 5G implementation in urban areas, with distributed antenna systems gaining traction in key locations such as shopping centers and airports [4]. - The company is investing in base transceiver stations, fiber connectivity, and telecom towers to enhance colocation opportunities, which is expected to positively impact first-quarter earnings [5].