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Bull of the Day: LiveRamp (RAMP)
ZACKS· 2025-07-10 12:01
Company Overview - LiveRamp Holdings is a San Francisco-based data-connectivity platform that is experiencing rising earnings expectations even in a volatile market [2] - The company has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a significant upward trend in analysts' earnings estimates [2] Earnings and Revenue Growth - The current year Zacks Consensus Estimate for LiveRamp has increased from $2.86 to $2.88, forecasting a 26% earnings growth for next year following a 34% growth this year [3] - Revenue growth is also strong, projected at 7.6% for this year and 11.3% for the next year [3] Industry Position - LiveRamp operates within the Technology Services industry, which ranks in the Top 21% of the Zacks Industry Rank [4] - The company's products, such as IdentityLink, Safe Haven, Privacy Manager, and Authenticated Traffic Solutions (ATS), are essential for marketers navigating privacy regulations and the decline of third-party cookies [4] Stock Performance - LiveRamp's stock has been on the rise since Q2 2024, correlating with increased earnings estimates [5] - Although the last quarter's earnings report met revenue expectations, it missed earnings by 3.23%, marking the first earnings miss since Q1 2023 [5]
Universal Health Services (UHS) is a Top-Ranked Momentum Stock: Should You Buy?
ZACKS· 2025-07-08 14:56
Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies, including daily updates on Zacks Rank and Industry Rank, access to the Zacks 1 Rank List, Equity Research reports, and Premium stock screens [1] Zacks Style Scores - Zacks Style Scores are indicators designed to help investors select stocks with the highest potential to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [2] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales to find attractive investment opportunities [3] - The Growth Score assesses a company's financial health and future outlook by analyzing projected and historical earnings, sales, and cash flow to identify stocks with sustainable growth potential [4] - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes, emphasizing the importance of following market trends [5] - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors who utilize multiple investment strategies [6] Zacks Rank and Style Scores Integration - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to assist investors in building successful portfolios, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 that also have Style Scores of A or B, while stocks with a 3 (Hold) rank should also possess high Style Scores to ensure potential upside [9][10] Company Spotlight: Universal Health Services (UHS) - Universal Health Services Inc. operates various healthcare facilities and currently holds a 3 (Hold) rating on the Zacks Rank, with a VGM Score of A and a Momentum Style Score of B, indicating potential for growth [11] - Recent analyst revisions have positively impacted UHS's earnings estimates for fiscal 2025, with the Zacks Consensus Estimate rising by $0.19 to $19.43 per share, alongside an average earnings surprise of 13.8% [12]
Simon Boosts Portfolio With Brickell City Centre's Retail Arm Buyout
ZACKS· 2025-06-30 14:50
Key Takeaways SPG acquires Brickell City Centre's 500,000-sq-ft retail asset and will now wholly own and manage it. The open-air center hosts 90 retailers and 15 dining spots across three city blocks. Simon invests in premium assets despite e-commerce growth and macroeconomic concerns.Simon Property Group (SPG) recently announced that it has purchased Swire Properties’ stake in Brickell City Centre’s open-air shopping center and will now wholly own and manage the asset. Earlier, SPG held a 25% non-managin ...
Stolt-Nielsen Limited to Host a Video Conference to Present the Results for the Second Quarter and First Half of 2025
Globenewswire· 2025-06-26 15:15
LONDON, June 26, 2025 – Stolt-Nielsen Limited (Oslo Børs: SNI) will host a virtual presentation to discuss the Company’s unaudited results for the second quarter and first half of 2025 on Thursday, July 3, 2025 at 15:00 CEST (09:00 EDT, 14:00 BST). The virtual presentation will be hosted by: - Mr. Udo Lange - Chief Executive Officer, Stolt-Nielsen Limited - Mr. Jens F. Grüner-Hegge - Chief Financial Officer, Stolt-Nielsen Limited- Mr. Alex Ng - Vice President Strategy & Business Development, Stolt-Nielsen L ...
估值曾超140亿?联合利华拿下新品牌
3 6 Ke· 2025-06-25 03:39
作为快消巨头的联合利华,在2025年,又要收购新的化妆品品牌了。 6月23日,联合利华于官网发布新闻稿,宣布其已与成长型股权公司Summit Partners签署协议,收购美国男士个人护理品牌Dr. Squatch。截至目前,该交易 条款尚未披露,预计将于今年晚些时候完成,须获得惯例监管批准和成交条件。 据新闻稿显示,收购Dr. Squatch标志着联合利华将产品组合扩展到高端和高增长领域又迈出了一步。 "我们很高兴能够在国际上扩展Dr. Squatch,并在快速增长的男士个人护理领域补充我们的产品。"联合利华个人护理总裁Fabian Garcia对于本次收购如是 评价道。 Dr. Squatch首席执行官Josh Friedman则表示:"Dr. Squatch才刚刚起步,很高兴有机会扩大品牌规模。" Dr. Squatch产品系列 图源:联合利华官网 图源:联合利华官网 值得关注的是,本次收购是继2025开年收购印度初创护肤品牌Minimalist、英国可持续个人护理品牌Wild后,联合利华今年迎来的第三次收购新动向。之 于快消巨头联合利华,此举背后意味着什么?此次收购新闻稿还透露了什么信息? 联合利华盯 ...
读书 | 投资的边界:驾驭可控之事
淡水泉投资· 2025-06-24 23:58
重要提示:本材料不构成淡水泉任何形式的要约、承诺或其他法律文件,亦非任何投资、法律或财务等方面的专业建议。过往业绩不预示未来表现。投资须谨慎。 作者巴里·里索尔茨(Barry Ritholtz)是美国知名的财经作家、专栏作者、博主、市场策略师,同时也是Ritholtz财富管理公司(Ritholtz Wealth Management)的创始人、董事长兼首席投资官。里索尔茨拥有30多年的投资经验,在财经媒体界影响力也不小。他主持的彭博电台《商业大师》 (Masters in Business)播客节目在金融圈获誉颇多,也在彭博观点(Bloomberg Opinion)和《华 盛顿邮报》( The Washington Post )开设专栏。他的投 资见解受到投资者的推崇。 那么,书中提到了哪些投资中需要防范,并且可以通过自己的掌控能力做好应对的事呢? 01 观念的误区 互联网时代,来自各种专家的建议、全天候的新闻和社交媒体信息无处不在,但其实很少有人能预知未来。 如何应对互联网时代的信息过载?如何鉴别市场的噪音与信号?作者建议要重构自己的信息"食谱"—— 先从通过信息"减法"做起,减少日常信息中不必 要的噪音干 ...
环球市场动态:新型政策性金融工具将带动财政加速发力
citic securities· 2025-06-12 05:31
环球市场动态 新 型 政 策 性 金 融 工 具 将 带 动 财 政 加 速 发 力 股 票 中美第二日磋商进展顺利,达成贸 易框架,中国市场周三整体走强, 券商股引领大市,港交所上市大湾 区企业或可在深交所挂牌;海外市 场趋于谨慎,欧洲股市未能守住盘 初涨幅;美国 5 月 CPI 低于预期, 美股早盘升至三个月最高水平后出 现获利回吐,最终小幅走弱。 外 汇 / 商 品 在美中贸易谈判接近成功、以及美 伊新一轮核协议对峙的推动下,周 三国际原油价格大幅上涨;美国通 胀数据低于预期,强化了投资者对 美联储降息的押注,助推金价上扬。 固 定 收 益 周三美国国债上涨,低于预期的通 胀数据以 10 年期美债强劲招标结 果带来提振。亚洲债券市场持续稳 健,韩国和东南亚债市表现突出, 中国投资级债券利差收窄 2-4 个基 点。 产品及投资方案部 注:bp/bps=基点;pt/pts=百分点 中信证券财富管理 (香港) 免责声明请参考封底 2025 年 6 月 12 日 新思科技 (SNPS US; 500.73 美元; 目标价: 643 美元) 当季业绩超预期,出口管制影响存在不确定 性。受益于下游 AI&HPC 强 ...
Zacks Industry Outlook Penumbra, Integer and AngioDynamics
ZACKS· 2025-06-09 16:36
For Immediate ReleaseChicago, IL – June 9, 2025 – Today, Zacks Equity Research discusses Penumbra (PEN) , Integer Holdings (ITGR) and AngioDynamics (ANGO) .Industry: Medical InstrumentsLink: https://www.zacks.com/commentary/2487141/3-medical-instruments-stocks-winning-big-with-genai-amid-global-gloomOver the past year, advancements in artificial intelligence (AI) and predictive analytics have rapidly revolutionized the Medical Instruments industry, driving innovation in diagnostics, patient monitoring and p ...
Facephi Enhances Digital Security with Advanced Behavioral Biometrics to Prevent Sophisticated Real-Time Fraud
Globenewswire· 2025-06-09 15:57
Its new product creates unique behavioral profiles to detect complex fraud without compromising the user experience.This technology upgrade boosts real-time security by combining artificial intelligence and contextual analysis to identify anomalous patterns and suspicious behavior.With this new service, Facephi offers continuous protection against threats like identity theft and new account fraud (NAF). ALICANTE, Spain, June 09, 2025 (GLOBE NEWSWIRE) -- Facephi, a Spanish technology company specializing in ...
Aware Achieves Best-in-Class Performance in DHS RIVTD Testing for Passive Liveness Detection
Globenewswire· 2025-06-03 12:30
Results Underscore the Strength of Aware Approach to Combating Fraud Without User FrictionLAS VEGAS, June 03, 2025 (GLOBE NEWSWIRE) -- Aware, Inc. (NASDAQ: AWRE), a leading global biometric authentication company, announced today that it achieved best-in-class performance in the U.S. Department of Homeland Security’s (DHS) Remote Identity Validation Technology Demonstration (RIVTD), specifically excelling with passive liveness detection in Track 3: presentation attack detection (PAD). Led by the DHS Science ...