Advanced Micro Devices (AMD 6.40%) stock is seeing another day of gains in Tuesday's trading. The semiconductor company's share price was up 6.1% as of 1 p.m. ET. Meanwhile, the S&P 500 index was up 1%, and the Nasdaq Composite index was up 1.5%.AMD's valuation is moving higher today following an announcement that the company has entered into a new partnership with HCLTech to develop artificial intelligence (AI), digital, and cloud solutions. The stock is also getting a boost from bullish momentum for the b ...

KYIV, Ukraine, June 05, 2025 (GLOBE NEWSWIRE) -- Kyivstar Group Ltd., Ukraine’s leading digital operator (“Kyivstar Group” or “the Company”) and a subsidiary of VEON Ltd. (Nasdaq: VEON) (“VEON Group” or “VEON”), today announced the public filing of its Registration Statement on Form F-4 (the “Registration Statement”) with the Securities and Exchange Commission (“SEC”). This filing represents a milestone in Kyivstar Group’s plans to be listed on the Nasdaq Stock Market LLC (“Nasdaq”) following the anticipate ...

Core Insights - Celestica Inc. (CLS) has outperformed the industry and peers with a stock gain of 24.3% over the past three months, compared to the industry's 15.4% growth and Flex Ltd. (FLEX) and Jabil Inc. (JBL) gains of 17.3% and 14.7% respectively [1][7]. Company Overview - With over two decades of manufacturing experience, Celestica focuses on next-generation, cloud-optimized data storage and AI networking solutions, operating primarily as a behind-the-scenes partner for electronics businesses [2]. - The company provides a comprehensive range of services in the electronics market, including design, manufacturing, and supply chain management [2]. Growth Drivers - The ongoing generative AI (GenAI) boom has significantly benefited Celestica, driven by strong demand for AI/ML compute and networking products from hyperscale customers [5]. - Key products include the high-performance 800G family of network switches and storage solutions like the SC6100 controller and SD6200 platform, which are essential for AI applications [5][6]. - Celestica's innovative Photonic Fabric solution enhances AI infrastructure, supporting scalable and sustainable business models [5]. Financial Performance - Earnings estimates for Celestica have increased by 5.7% for 2025 to $5.05 and by 2.4% for 2026 to $6.07, indicating positive sentiment regarding the company's growth potential [8][7]. Market Environment - Despite strong demand trends, Celestica expresses skepticism about the macro environment due to trade policy uncertainties, although recent U.S. government exemptions for key IT hardware provide some near-term clarity [9]. - The company is actively collaborating with customers to navigate the evolving policy landscape [9]. Challenges - Celestica faces ongoing margin pressures due to high research and development costs associated with sophisticated products, leading to high operating expenses [10][15]. - The company competes with industry giants like Foxconn, Jabil, Flex, and Sanmina Corporation, as well as smaller regional players, in a highly cyclical semiconductor industry [11]. Future Outlook - As production volumes increase and costs decrease, the potential applications for silicon photonics are expected to expand across various industries, positioning Celestica for sustained growth [14].

Veeva Systems Inc. (VEEV) is well-poised for growth in the coming quarters, courtesy of its strong product portfolio. The optimism, led by a solid fourth-quarter fiscal 2025 performance and strategic deals, is expected to contribute further. However, rising operational costs remain a cause for concern.This Zacks Rank #3 (Hold) company’s shares have risen 13.2% in the year-to-date period compared with 11.6% growth of the industry. The S&P 500 Composite has decreased 1.8% during the said time frame.The renown ...

Industry Overview - The technology services industry is mature with strong demand for services, and revenues, income, and cash flows are expected to gradually return to pre-pandemic levels, supporting stable dividends for most players [1] - The industry thrived in 2024 and continued its momentum into the first quarter of 2025 [1] - The global shift towards digitization is creating opportunities in markets such as 5G, blockchain, and artificial intelligence (AI), with companies rapidly adopting generative AI, machine learning (ML), and data science to gain competitive advantages [4] Investment Outlook - The Zacks-defined Technology Services industry ranks within the top 26% of Zacks Ranked Industries, indicating an expectation to outperform the market over the next three to six months [2] - Five mid and small-sized technology services stocks with strong short-term upside potential are recommended: Byrna Technologies Inc. (BYRN), Climb Global Solutions Inc. (CLMB), Adeia Inc. (ADEA), Priority Technology Holdings Inc. (PRTH), and Ivanhoe Electric Inc. (IE) [2][3] Company Highlights Byrna Technologies Inc. (BYRN) - Engaged in developing and selling less-lethal personal security solutions across multiple regions [6] - Average short-term price target indicates a potential increase of 48.6% from the last closing price of $25.53, with a target range of $33-$38 [8] - Expected revenue and earnings growth rates for the current year are 30.2% and 12.9%, respectively [9] Climb Global Solutions Inc. (CLMB) - Operates as a value-added IT distribution and solutions company [10] - Average short-term price target suggests a potential increase of 26.2% from the last closing price of $110.28, with a target range of $136 [13] - Expected revenue and earnings growth rates for the current year are 5% and 2.7%, respectively [14] Adeia Inc. (ADEA) - Operates as a media and semiconductor intellectual property licensing company [16] - Average short-term price target indicates a potential increase of 25.2% from the last closing price of $13.75, with a target range of $17-$18 [18] - Expected revenue and earnings growth rates for the current year are 9.2% and 7.1%, respectively [18] Priority Technology Holdings Inc. (PRTH) - Functions as a payment technology company with multiple segments [20] - Average short-term price target suggests a potential increase of 71.6% from the last closing price of $7.46, with a target range of $10-$16 [24] - Expected revenue and earnings growth rates for the current year are 11.4% and over 100%, respectively [25] Ivanhoe Electric Inc. (IE) - Focuses on minerals exploration and development, particularly for electrification [27] - Average short-term price target indicates a potential increase of 105.9% from the last closing price of $6.85, with a target range of $10-$20 [28] - Expected revenue and earnings growth rates for the current year are 2.6% and 51.4%, respectively [28]

Teradata (TDC) reported first-quarter 2025 non-GAAP earnings of 66 cents per share, which beat the Zacks Consensus Estimate by 15.79%. The bottom line increased 15.8% year over year.Revenues of $418 million missed the Zacks Consensus Estimate by 1.71%. The figure declined 10% year over year on a reported basis and 8% on a constant-currency (cc) basis.Total annual recurring revenues (ARR) at the end of the first quarter declined 3% year over year to $1.442 billion. The figure fell 2% at cc. Public cloud ARR ...

We initiate on DELL with a Strong Buy and $135 PT. Dell Technologies is a global leader in IT infrastructure, commercial PCs, and cloud solutions across Infrastructure Solutions Group, Client Solutions Group, and VMware. Our conviction is based on two compounding catalysts:Moretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify comp ...

Core Insights - Zscaler's stock has increased by 18.2% in the past month, outperforming the Zacks Security industry's return of 14.8%, leading investors to consider whether to hold or take profits [1] Group 1: Performance and Demand - The demand for Zscaler's cybersecurity solutions is strong, driven by increasing threats such as nation-state cyber warfare and ransomware attacks [1] - Zscaler achieved a 12-month trailing dollar-based retention rate of 115% in Q2 fiscal 2025, supported by larger bundle sales and robust upsells [2] - Remaining Performance Obligations increased by 28% year over year, indicating strong future revenue commitments [2] Group 2: Government Sector Expansion - Zscaler is enhancing its GovCloud solutions to comply with government security standards, expanding its presence among government agencies [3] - The company added one cabinet-level agency client in Q4, bringing its total to 13 out of 15 U.S. cabinet-level agencies, indicating growth potential in the public sector [4] Group 3: AI Integration and Partnerships - Zscaler is implementing generative AI in its offerings, collaborating with NVIDIA and CrowdStrike to enhance its cybersecurity solutions [5][6] - The integration of NVIDIA's AI technologies strengthens Zscaler's Zero Trust Security model, improving its capabilities in threat intelligence and real-time insights [6] Group 4: Financials and Investments - Zscaler's revenue for fiscal 2025 is projected to increase by 22.2% year over year, reflecting strong demand for its products [8] - Non-GAAP sales and marketing expenses rose by 12.9% year over year to $237.5 million, accounting for 36.7% of Q2 fiscal 2025 revenues, indicating aggressive market strategies [10] - R&D expenses surged by 34.7% year over year to $105 million, representing 16.2% of total revenues, highlighting the company's commitment to innovation [11] Group 5: Valuation Concerns - Zscaler's premium valuation is evident with a Forward 12-month P/S ratio of 11.56X, significantly higher than the sector average of 5.71X, raising concerns about overvaluation [12] Group 6: Investment Recommendation - Despite the premium valuation, Zscaler's AI innovations and strong position in the Zero Trust security space suggest it is a stock worth retaining, currently holding a Zacks Rank 3 (Hold) [15]

Core Viewpoint - Veeva Systems Inc. is positioned for growth due to a strong product portfolio and strategic deals, despite concerns over rising operational costs [1][11]. Company Performance - Veeva's shares have increased by 4.9% year-to-date, outperforming the industry decline of 1.6% and the S&P 500's decrease of 8.9% [1]. - The company has a market capitalization of $35.88 billion and anticipates a growth rate of 26.2% over the next five years [2]. Growth Drivers - Veeva's robust product portfolio includes the next-gen Vault CRM, with 20 new customers acquired in the fourth quarter, particularly from small and mid-sized biotech firms [3]. - The introduction of AI-driven innovations such as CRM Voice Control and MLR Bot aims to enhance efficiency and compliance [4]. - Veeva's Data Cloud solutions are gaining traction, with Compass supporting over 100 brands and Pulse securing its first seven-figure deal [5]. - Strategic partnerships, including Boehringer Ingelheim's commitment to Veeva Vault CRM and a collaboration with Walgreens Boots Alliance, are expected to enhance market presence [6][8]. Financial Results - Veeva reported better-than-expected results for the fourth quarter of fiscal 2025, with both earnings and revenues exceeding consensus estimates [9]. - The company experienced a 20.6% year-over-year increase in general and administrative expenses, with total operating expenses rising by 9.3% [11][12]. Future Outlook - The Zacks Consensus Estimate for fiscal 2026 earnings per share has increased by 4 cents to $7.30, with first-quarter fiscal 2026 revenues expected to reach $727.9 million, reflecting an 11.9% year-over-year improvement [13].

Company Overview - DocuSign, Inc. (NASDAQ: DOCU) is a leading provider of electronic signature and agreement cloud solutions, gaining recognition during the COVID-19 pandemic due to increased demand for digital workflows [1] Financial Performance - The company experienced a significant increase in valuation during the peak of the pandemic, reflecting the surge in remote work and digital solutions [1] Investment Insights - Noor Darwish, a former management consultant, has successfully rotated his portfolio into crypto-related equities, achieving a 250% gain on GDLC shares, which he purchased at $6 and sold at $21 [1] - Darwish's investment strategy includes focusing on companies trading at substantial discounts to their net asset value or liquidation value [1] - He has also engaged in Grayscale private placements, yielding an 80% gain in six months [1] Tax Strategy - Darwish relocated to Puerto Rico to benefit from a 0% capital gains tax rate on equities and cryptocurrencies under the Act 60 program, allowing him to avoid taxes on his significant gains [1] Job Application Service - The company OverApply, run by Darwish, has applied to over 300,000 jobs on behalf of clients, resulting in more than 4,000 interviews and 500 job offers [1]