The Home Depot, Inc. (NYSE:HD) is included among the 15 Best Long Term Stocks to Buy According to Reddit. Telsey Advisory Lowers Home Depot (HD) Price Target to $430, Maintains Outperform Rating On November 19, Telsey Advisory lowered i​ts‍ price target​ fo⁠r The Home Depot, Inc. (NYSE:HD) to $430⁠ from $455 while keepin‌g a​n Outperfo​rm⁠ rati‍ng on the stock, according to a report by the Fly. The analyst said that⁠, despi‌te a s⁠lightly weaker near-term outloo⁠k, H‍ome Depot‌ remains a “long-term winne ...

Valued at a market cap of $18.3 billion, CDW Corporation (CDW) provides a wide range of IT solutions across the United States, the United Kingdom, and Canada. The company delivers hardware, software, and integrated IT services to corporate, small business, and public sector customers, including those in government, education, and healthcare. Shares of the Vernon Hills, Illinois-based company have lagged behind the broader market over the past 52 weeks. CDW stock has decreased 21.5% over this time frame, w ...

Core Insights - Ubiquiti, Inc. reported strong first-quarter fiscal 2026 results, with both revenue and net income exceeding Zacks Consensus Estimates, driven by robust demand in the Enterprise Technology segment [1][9] Financial Performance - Net income on a GAAP basis was $207.9 million or $3.43 per share, up from $128 million or $2.12 in the same quarter last year, reflecting solid top-line growth despite higher operating expenses [2] - Non-GAAP net income was $209.3 million or $3.46 per share, compared to $129.3 million or $2.14 in the prior-year quarter, beating the Zacks Consensus Estimate by 98 cents [2] Revenue Breakdown - Total net sales increased to $733.8 million from $550.3 million year-over-year, surpassing the consensus estimate by $51 million [3][9] - The Enterprise Technology segment generated $657.1 million in revenues, up from $470.2 million in the prior-year quarter, exceeding the estimate of $582.4 million [3] - Service Provider Technology revenues were $76.6 million, down from $80.2 million in the year-ago quarter, primarily due to weakness in South America, Asia Pacific, and North America [4] Regional Performance - North America revenues reached $382.8 million, compared to $271.2 million in the year-ago quarter [5] - EMEA revenues totaled $263.1 million, up from $204.9 million [5] - Asia Pacific revenues increased to $53.1 million from $40.9 million [5] - South America revenues were $34.7 million, slightly up from $33.3 million a year ago [5] Profitability Metrics - Gross profit for the quarter was $337.4 million, with a margin of 46%, compared to $231.6 million and a margin of 42.1% in the prior year [6] - Operating income rose to $261.7 million from $169.2 million year-over-year [7] Cash Flow and Liquidity - Ubiquiti generated $198.5 million in cash from operating activities, down from $233.7 million in the prior-year quarter [8] - As of September 30, 2025, the company had $177.2 million in cash and cash equivalents, with $29 million in other long-term liabilities [8]

Core Points - Inspired Entertainment, Inc. has completed the sale of its UK holiday parks business and associated leisure assets to GENDA Inc. for approximately £18.6 million in cash [1][2] - The transaction received all necessary regulatory approvals and met all closing conditions [2] Company Overview: Inspired Entertainment, Inc. - Inspired is a leading B2B provider of gaming content, technology, hardware, and services, operating in approximately 35 jurisdictions worldwide [3] - The company supplies gaming systems and associated terminals for around 75,000 gaming machines and offers virtual sports products through approximately 25,000 retail venues [3] Company Overview: GENDA Inc. - GENDA is a global entertainment company that operates a diverse range of businesses, including amusement, karaoke, lifestyle, tourism, food & beverage, and character merchandising [5][6] - The company operates around 1,100 locations and approximately 14,000 mini-locations across various countries, including Japan, the United States, and the United Kingdom [6]

Industry Overview - The artificial intelligence (AI) sector is experiencing significant growth, driven by the expansion of cloud computing and data centers, with a robust demand scenario supporting this momentum [1] - The demand for data center capacity has surged to manage and store the increasing volume of cloud computing-based data [1] Capital Expenditure Trends - Four of the "magnificent 7" stocks are set to invest $380 billion in 2025 for AI infrastructure development, marking a 54% year-over-year increase in capital spending on the AI ecosystem [2][7] - Companies involved in this investment are projecting double-digit growth in 2026, fueled by AI infrastructure and data center expansion [7] Company-Specific Insights Amphenol Corp. (APH) - Amphenol provides AI and machine learning-based connectivity solutions, holding an estimated 33% market share in AI-powered data center interconnects [4][5] - The company is expected to see revenue and earnings growth rates of 10.6% and 17.5%, respectively, for the next year, with an 11.5% improvement in earnings estimates over the last 30 days [9] Western Digital Corp. (WDC) - Western Digital's cloud end market, which constitutes 89% of total revenue, surged 31% in the last reported quarter, driven by high-capacity HDD demand [10] - The company anticipates a 20% revenue increase in fiscal second-quarter 2026, supported by strong data center demand and high-capacity drive adoption [12] - Expected revenue and earnings growth rates for the current year are -12.3% and 49.7%, respectively, with a 10.6% improvement in earnings estimates over the last week [13] Vertiv Holdings Co. (VRT) - Vertiv's sales grew by 35%, reflecting strong market demand and an extensive product portfolio that includes thermal systems and modular solutions [15] - The company has an expected revenue and earnings growth rate of 20.3% and 25.6%, respectively, for next year, with a 6.6% improvement in earnings estimates over the last 30 days [17] Corning Inc. (GLW) - Corning focuses on innovative optical connectivity products, with an expected revenue and earnings growth rate of 10.1% and 19.8%, respectively, for next year [21] - The demand for optical solutions is strong due to changing data consumption patterns and the need for faster data transfer [20] TE Connectivity plc (TEL) - TE Connectivity is benefiting from strong demand in its Industrial Solutions segment, particularly in AI applications [22] - The company has an expected revenue and earnings growth rate of 9.2% and 16.6%, respectively, for the current year, with a 7.4% improvement in earnings estimates over the last week [24]

Core Insights - Tractor Supply Company (NASDAQ:TSCO) is recognized among the 15 Dividend Growth Stocks with the highest growth rates [1] - The company operates the largest chain of rural lifestyle retail stores in the U.S., catering to hobby farmers, ranchers, homeowners, and pet owners [2] - Baird analyst Peter Benedict raised the price target for TSCO to $67 from $65, maintaining an Outperform rating, following solid third-quarter results [3] - TSCO has a strong dividend history, having increased payouts for 16 consecutive years, with a 5-year growth rate of 25.7% and a current quarterly dividend of $0.23 per share, yielding 1.70% as of October 30 [4]

Core Viewpoint - Microsoft Corporation (NASDAQ:MSFT) is expected to report strong quarterly results, continuing its trend as a leading player among hyperscalers, as highlighted by Jim Cramer [1]. Company Overview - Microsoft develops and provides a range of products including software, hardware, and cloud-based services, with offerings in productivity tools, enterprise solutions, AI technologies, and consumer products [1]. Market Sentiment - Jim Cramer emphasized the importance of investing in individual stocks, particularly mentioning Microsoft alongside other major companies like Amazon and Tesla, suggesting that these stocks are where significant profits can be made [1]. Investment Perspective - While Microsoft is recognized for its potential as an investment, there are opinions suggesting that certain AI stocks may present greater upside potential and lower downside risk compared to Microsoft [1].

I am releasing a conversation today with Ledger’s @_pgauthier from their Op3n event where they are announcing their latest hardware.Very impressed by the way their team has weaved software and hardware together to keep customers’ bitcoin safe. ...

Core Insights - Alphabet (GOOGL) stock has experienced a significant upward trend, achieving a cumulative return of 8% over six consecutive days, adding approximately $242 billion to its market capitalization, which now stands at about $3.1 trillion [2][3] - The stock's year-to-date performance shows a 36.0% increase compared to the end of 2024, significantly outperforming the S&P 500, which has returned 14.5% during the same period [3] Investment Considerations - The recent rally raises questions for investors regarding whether GOOGL remains a buy or if it is prudent to lock in recent gains, given the company's diverse product offerings [4] - Despite the attractive performance, GOOGL stock is considered relatively expensive, and there are risks associated with investing in a single stock, suggesting a diversified investment approach may be more beneficial [5][8] Market Trends - The current momentum in GOOGL stock may indicate growing investor confidence, as multi-day winning streaks can lead to follow-on buying [6] - There are currently 69 S&P 500 constituents with three or more consecutive days of gains, indicating a broader trend in the market [7]

Group 1 - META is seen as a more advantageous investment compared to GOOGL due to a disparity between valuation and performance [2] - Trefis High Quality Portfolio, in collaboration with Empirical Asset Management, has shown positive returns during market downturns, suggesting a diversified strategy can mitigate risks [2][4] - Alphabet (GOOGL) offers a wide range of products and services, including advertising, cloud solutions, and health technology, which may still provide underlying advantages [3] Group 2 - Evaluating Alphabet's stock price involves comparing current metrics with those from a year ago to identify trends in valuation and growth [5] - A sustained underperformance in revenue and operating income growth for Alphabet could indicate that its stock is overpriced relative to competitors [6] - The Trefis High Quality Portfolio has delivered over 91% returns since inception, outperforming the S&P 500, highlighting the benefits of a multi-faceted investment strategy [7]