JERSEY CITY, N.J., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Verisk (Nasdaq: VRSK), a leading strategic data analytics and technology partner to the global insurance industry, will report its financial results for the fiscal third quarter ended September 30, 2025, on Wednesday, October 29, 2025, before the market open. The press release, with accompanying financial information, will be posted on the Verisk investor website at http://investor.verisk.com. Verisk’s management team will host a live audio webcast to dis ...

FORESIGHT ENTERPRISE VCT PLCLEI: 213800MWJNR3WZZ3ZP42 26 SEPTEMBER 2025 UNAUDITED HALF-YEARLY FINANCIAL REPORTFOR THE PERIOD ENDED 30 JUNE 2025 Financial Highlights After adding back the dividend payment of 3.1p made on 16 May 2025, NAV Total Return per share as at 30 June 2025 was 54.7p, representing an increase in NAV Total Return of 0.4% in the half year.The Company fully exited its investment in Hospital Services Group Limited, realising gains of £7.6 million in the period. Including accrued interest of ...

Core Viewpoint - Palantir Technologies has seen a significant stock increase of 141% this year, making it the top-performing stock in the S&P 500 for two consecutive years, with momentum still strong [1][2] Valuation Analysis - Jim Cramer describes Palantir stock as "ridiculously cheap" following a strong second quarter earnings report, although this perspective may not be universally accepted [2] - Traditional valuation metrics for Palantir show a price-to-earnings (P/E) ratio of 621 and a forward P/E of 287, indicating high valuation levels compared to typical SaaS companies [5] - Palantir's price-to-sales (P/S) multiple is significantly higher than its peers and is expanding, suggesting the stock is becoming more expensive relative to other SaaS stocks [8] Rule of 40 Metric - The Rule of 40, a SaaS metric combining revenue growth and profit margin, shows Palantir's score at 94%, which is higher than any enterprise software company generating at least $1 billion in revenue [10] - Palantir's combination of accelerating revenue and improving profitability is noted as unmatched in the software sector, supporting the argument for its valuation [11] Critique of Valuation Methodology - Relying solely on the Rule of 40 for valuation is considered controversial and potentially flawed, as it may not accurately reflect sustainable growth or competitive dynamics [13][15] - The use of adjusted non-GAAP figures in calculating the Rule of 40 can create misleading impressions of profitability and growth [14] - Institutional investors typically prioritize traditional valuation methods over industry-specific metrics like the Rule of 40, which may lead to pressure to reduce exposure to stocks perceived as overvalued [16]

Market Overview - Concerns about a potential bear market have eased, with the S&P 500 index rallying and currently up 1% for the year [1] Company Performance NRG Energy - NRG Energy is the top-performing stock on the S&P 500, up 76% this year, driven by the acquisition of natural gas generation facilities from LS Power, which will double its generating capacity [4] - The company reported Q1 earnings with revenue of $8.6 billion, a 16% year-over-year increase, and net income of $750 million, up 47% [5] - Shares trade at around 25 times trailing earnings, considered expensive for an energy stock, but may be a good long-term investment due to rising energy demands from AI [6] Palantir Technologies - Palantir Technologies is up 71% this year, benefiting from strong growth in its AI-driven data analytics business [7] - The company reported Q1 earnings with revenue of $883.9 million, a 39% year-over-year increase, and projects full-year revenue of around $3.9 billion [8] - Despite strong growth, the stock trades at 560 times trailing profits, raising concerns about potential overvaluation and the possibility of a correction [9] Uber Technologies - Uber Technologies has increased by 52% this year, with Q1 gross bookings rising by 14% and revenue totaling $11.5 billion [10][11] - The operating profit surged from $172 million a year ago to $1.2 billion, indicating strong financial performance [11] - The stock trades at 16 times trailing earnings, and despite its recent rise, it may still present investment opportunities due to its flexible business model and growth potential [12]

Core Insights - The S&P 500 index fell 7.1% and the Nasdaq Composite index dropped 11.1% in the first 100 days of the second Trump administration, indicating a challenging market environment [1][2] - Despite the overall market decline, 161 out of 502 S&P 500 stocks posted positive returns during this period, highlighting pockets of resilience [2] Company Performance - **Palantir Technologies**: Achieved a 100-day price gain of 65% and a 1-year total return of 428.9%, with a market cap of $274.1 billion. The company reported a 36% year-over-year revenue increase and improved free cash flow margins from 50% to 63% [4][8] - **Philip Morris International**: Recorded a 100-day price gain of 40.9% and a 1-year total return of 87.2%, with a market cap of $264.7 billion [4] - **Dollar General**: Experienced a 100-day price gain of 36.9%, despite a previous negative total return of 47% over the past year. The company reported a 4.5% year-over-year revenue increase and positive same-store sales growth [4][13][14] - **VeriSign**: Achieved a 100-day price gain of 34.5% and a 1-year total return of 65%, with a market cap of $26.3 billion [4] - **Netflix**: Saw a 100-day price gain of 31.9% and a 1-year total return of 105.8%, with a market cap of $482.4 billion. The company reported strong earnings growth and industry-leading profit margins [4][10][11] Market Trends - The performance of low-priced retailers like Dollar General tends to improve during economic uncertainty, as consumer confidence declines [15] - Companies like Netflix have shown resilience and growth independent of government policies, indicating a strong business model [10][12]