Group 1 - Johnson & Johnson is set to release its second-quarter earnings on July 16, with analysts estimating adjusted earnings of $2.68 per share and sales of $22.85 billion [1] - Investor focus will be on the updated 2025 guidance, the impact of tariffs and biosimilars, and the progress of the company's pipeline and recent product launches [1][3] - Bank of America Securities has updated its revenue estimates for Johnson & Johnson for 2025 and beyond ahead of the earnings release [2] Group 2 - Bank of America slightly increased its second-quarter 2025 revenue and EPS estimates by 1% due to improved foreign exchange rates, with similar modest increases projected for the later 2020s [4] - Despite the upward revisions, Bank of America maintains a Neutral rating and a price forecast of $61, considering the stock fairly valued [5] - Johnson & Johnson anticipates a $2 billion net headwind in 2025, affecting various assets while Xarelto is expected to benefit [6] Group 3 - CFO Joseph Wolk revised the estimated 2025 tariff impact down to $200 million from $400 million, with the majority expected in the second half of the year [7] - A federal court sided with the U.S. Department of Health and Human Services, rejecting Johnson & Johnson's attempt to alter its participation in the 340B Drug Pricing Program [7][8]

TAINAN, Taiwan, July 08, 2025 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that it will hold a conference call with investors and analysts on Thursday, August 7, 2025, at 8:00 a.m. US Eastern Daylight Time and 8:00 p.m. Taiwan Time to discuss the Company's second quarter 2025 financial results. HIMAX TECHNOLOGIES, INC. SECOND QUARTER 2025 EARNINGS CONFERENCE ...

6 July 2025 | 2:08PM HKT Desay SV (002920.SZ): Mgmt. visit: Smart driving continues to grow; full stack solutions to accelerate deployment We visited Desay SV in Huizhou recently. Management remains positive on the smart driving trend, domain controllers growth, full stack solutions, and ongoing costs control and operation efficiency. We are positive on Desay SV's product expansion from smart cockpit to smart driving and automotive software, supporting them to better ride on the growing smart driving trend ...

Group 1: Zacks Premium and Style Scores - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, Equity Research reports, and Premium stock screens [1] - The Zacks Style Scores are complementary indicators that rate stocks based on value, growth, and momentum characteristics, helping investors identify stocks likely to outperform the market in the next 30 days [2][3] Group 2: Value, Growth, and Momentum Scores - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales, appealing to value investors [3] - The Growth Score assesses a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow to find sustainable growth stocks [4] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes, catering to momentum traders [5] Group 3: VGM Score and Zacks Rank - The VGM Score combines Value, Growth, and Momentum Scores, providing a comprehensive indicator for investors seeking a balanced approach [6] - The Zacks Rank is a proprietary model that utilizes earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.62% since 1988, significantly outperforming the S&P 500 [7][8] Group 4: Stock Analysis - Acuity, Inc. - Acuity, Inc., headquartered in Atlanta, GA, manufactures and distributes lighting fixtures and related components, focusing on energy efficiency and comfort for various applications [11] - Acuity has a Zacks Rank of 3 (Hold) and a VGM Score of A, with a Value Style Score of B, supported by a forward P/E ratio of 17.61, making it attractive for value investors [12] - Recent upward revisions in earnings estimates and a Zacks Consensus Estimate increase of $0.31 to $17.34 per share indicate positive momentum for Acuity [12][13]

Company Overview - Acuity, Inc. is headquartered in Atlanta, GA, and is the parent company of Acuity Brands Lighting, Inc. It manufactures and distributes lighting fixtures and related components, including luminaries, lighting controls, and integrated systems designed for energy efficiency and comfort in various applications [11]. Investment Ratings - Acuity, Inc. currently holds a Zacks Rank of 3 (Hold) with a VGM Score of A, indicating a solid overall performance [12]. - The company has a Momentum Style Score of B, with shares increasing by 16% over the past four weeks [12]. Earnings Estimates - In the last 60 days, four analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.31 to $17.34 per share [12]. - Acuity, Inc. has an average earnings surprise of 5.6%, suggesting a positive trend in earnings performance [12]. Investment Considerations - With a strong Zacks Rank and high Momentum and VGM Style Scores, Acuity, Inc. is recommended for investors looking for potential opportunities [13].

Core Insights - Silicon Motion Technology Corporation has appointed Mr. Jeffrey Ju as Senior Vice President of Platform & Strategy to enhance strategic platform development and ecosystem partnerships [1][2] - Mr. Ju will focus on engaging with top-tier customers in various markets including PC, smartphone, automotive, and server, while also strengthening global R&D capabilities [2][3] - His previous experience includes co-founding ZEKU Technology and significant roles at MediaTek, where he contributed to growing the mobile chipset business to over US$4 billion annually [3] Company Overview - Silicon Motion is a global leader in designing and marketing NAND flash controllers for solid-state storage devices, supplying more SSD controllers than any other company worldwide [4] - The company is the leading merchant supplier of eMMC and UFS embedded storage controllers used in smartphones and IoT devices, and also provides customized high-performance solutions for data centers and automotive applications [4]

CLEVELAND, June 30, 2025 (GLOBE NEWSWIRE) -- Parker Hannifin Corporation (NYSE:PH), the global leader in motion and control technologies, today announced that it has agreed to acquire Curtis Instruments, Inc. from Rehlko, for approximately $1 billion in cash. The transaction is subject to customary closing conditions, including receipt of applicable regulatory approvals, and is expected to close by the end of calendar year 2025. "Rehlko is proud of the legacy and performance of Curtis as a high-performing, ...

Let's dive into the Switch 2 Pro controller, which looks very similar to the old Switch Pro Controller. These are standalone controllers that pair to the new Switch 2 and provide a more comfortable gaming experience when compared to the standard Joy-Cons. The Switch 2 Pro Controller has a number of new features to help it earn that Pro title.Let me tell you all about it. Both controllers feel pretty similar in your hands, which is good since I always felt the Switch Pro Controller was very comfortable. They ...

INVESTOR PRESENTATION NASDAQ: TBCH | MARCH 2025 SAFE HARBOR STATEMENT & IMPORTANT INFORMATION Forward-Looking Information and Statements This presentation, including the appendix, includes forward-looking information and statements within the meaning of the federal securities laws. Except for historical information contained in this release, statements in this release may constitute forward-looking statements regarding assumptions, projections, expectations, targets, intentions or beliefs about future event ...

June 19, 2025 02:51 AM GMT Semiconductor Production Equipment | Japan Stronger Restrictions on Chip Exports to China and Our SPE Picks Taiwan's Bureau of Foreign Trade, Ministry of Economic Affairs updated the entity list on its website on Jun 14, adding Huawei and SMIC. With possibility of other US allies making similar moves, we focus on Disco and Advantest as they make back-end SPE exposed to relatively little regulatory risk. Key Takeaways Taiwan adds Huawei, SMIC to export control list: Taiwan's Bureau ...