HERZLIYA, Israel, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement, payments, and loyalty platform designed to help merchants scale their business, today announced its participation in NRF 2026, taking place January 11–13, 2026 at the Jacob K. Javits Convention Center in New York. At NRF 2026, Nayax will showcase new products and platform enhancements designed for enterprise specialty and fashion retailers. The presentation will highlight Nayax’s expanded ...

With a market cap of $26.8 billion, Tractor Supply Company (TSCO) is a U.S.-based rural lifestyle retailer offering a wide range of merchandise, including livestock and pet supplies, seasonal and recreational products, tools, hardware, and clothing. The company serves recreational farmers, ranchers, and rural customers through its Tractor Supply Company, Petsense, and Orscheln Farm and Home stores, as well as online platforms. The Brentwood, Tennessee-based company is set to announce its fiscal Q4 2025 r ...

Group 1 - Oracle Corporation is involved in a significant deal with OpenAI, which is a $300 billion five-year agreement that has not been formally announced but is reflected in the remaining performance obligation line [1] - The company provides a range of services including cloud and on-premise software, databases, IT infrastructure, hardware, consulting, and support services [2] - There is a belief that while Oracle has potential as an investment, other AI stocks may offer greater upside potential and carry less downside risk [3]

Group 1 - Oracle Corporation has a significant amount of debt, raising $18 billion in the bond market in September, which has led to increased scrutiny through aggressive buying of credit default swaps [1] - The company provides a range of services including cloud and on-premise software, databases, IT infrastructure, hardware, consulting, and support services to help businesses manage operations [2] - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Oracle, indicating a competitive landscape in the tech sector [3]

Core Insights - Corning Incorporated (GLW) is experiencing robust revenue growth, with Q3 revenues reaching $4.27 billion, up from $3.73 billion year-over-year, surpassing the Zacks Consensus Estimate of $4.21 billion [1][9] Optical Communications Segment - The demand for AI integration is driving hyperscalers to enhance their data center capabilities, benefiting Corning due to its extensive portfolio of data center solutions, including optical fiber and connectors. The Optical Communications segment is projected to generate $6.27 billion in revenues by 2025, reflecting a 34.7% year-over-year growth [2] Specialty Materials Segment - The Specialty Materials segment is a significant growth driver, with Corning focusing on advanced cover materials. The company is expected to generate $2.28 billion in revenues from this segment by 2025, indicating a 13.3% year-over-year increase [3] Solar Industry Entry - Corning's entry into the solar industry is seen as a high-return, low-risk opportunity, with the U.S. solar market projected to grow at a compound annual growth rate of 12.34% from 2025 to 2030. The company possesses essential components for innovation in this sector [4] Semiconductor Polysilicon Production - Corning is a leading producer of semiconductor polysilicon, crucial for solar wafer manufacturing. The establishment of the largest solar ingot and wafer facility in Michigan enhances its position in the U.S. solar supply chain [5] Revenue Growth of Other Tech Players - Ubiquiti, Inc. reported Q3 revenues of $733.8 million, up from $550.3 million year-over-year, driven by the proliferation of IoT devices. The company is expected to generate $2.66 billion in revenues from the Enterprise Technology segment in fiscal 2026, reflecting an 18.3% year-over-year growth [6] - Celestica, Inc. generated $3.19 billion in revenues in Q3, benefiting from the demand for AI infrastructure. The company is projected to achieve $3.45 billion in revenues by 2025, indicating a 35.46% year-over-year growth [7] Price Performance and Valuation - Corning's shares have increased by 89.2%, while the communications components industry has grown by 139.4%. The company's shares currently trade at 30.41 times forward 12-month earnings, which is lower than the industry average [10][11] Earnings Estimates - Earnings estimates for Corning for 2025 and 2026 have seen upward revisions over the past 60 days, indicating positive market sentiment [12]

Group 1 - Oracle Corporation (NYSE:ORCL) is facing skepticism from analysts, particularly regarding delays in its data center expansion plans, despite the company refuting these claims [1][2] - The current market sentiment indicates that many AI stocks, including Oracle, have been overbought and are experiencing significant declines, suggesting a need for stabilization before further investment [1][2] - Analysts suggest that while Oracle has potential, other AI stocks may present better investment opportunities with higher upside potential and lower downside risk [3]

Group 1 - META has a lower Price to Operating Income (P/OpInc) ratio compared to Alphabet, indicating a potentially more attractive valuation [3] - Despite the lower valuation, META exhibits higher growth in revenue and operating income than Alphabet [3] - The discrepancy in stock price between META and Alphabet may suggest that purchasing META stock could be more advantageous than acquiring GOOGL stock [2][4] Group 2 - A method to evaluate Alphabet's stock price involves analyzing its performance metrics over the past year, which may indicate whether the current valuation is justified [6] - Prolonged underperformance in revenue and operating income growth for Alphabet could suggest that its stock is priced high relative to peers and may not recover quickly [6] - The Trefis High Quality Portfolio aims to mitigate stock-specific risk while providing upside potential, outperforming benchmarks like the S&P 500 and Russell indices [5][7]

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Core Insights - Ollie's Bargain Outlet Holdings, Inc. (OLLI) reported mixed results for Q3 fiscal 2025, with revenues slightly below estimates but earnings exceeding expectations, showing year-over-year improvement in both metrics [1][10] - The company raised its full-year sales and earnings outlook, indicating strong momentum from Q3 and a positive start to Q4 [2] Financial Performance - Adjusted earnings were 75 cents per share, surpassing the Zacks Consensus Estimate of 71 cents and reflecting a 29.3% increase from 58 cents in the prior year [3][10] - Net sales increased by 18.6% to $613.6 million, driven by new store openings and solid comparable-store performance, although it fell short of the $616 million estimate [4][10] - Comparable-store sales grew by 3.3%, supported by mid-single-digit growth in transactions, despite a lower average ticket price [4] Category Performance - Key performing categories included food, seasonal items, hardware, stationery, and lawn & garden, with management noting that retail consolidation and improved deal flow in consumables enhanced traffic and customer acquisition [5] Margin Analysis - Gross profit rose by 18.3% to $253.7 million, while gross margin slightly decreased by 10 basis points to 41.3% due to higher supply-chain costs [6] - SG&A expenses as a percentage of net sales improved by 50 basis points to 29.4%, reflecting lower professional fees and optimized marketing expenditures [7] - Operating income increased by 24.5% to $55.4 million, with operating margin expanding by 40 basis points to 9% [8] Store Expansion - The company opened 32 new stores in the quarter, bringing the total to 645 stores, an 18.1% increase year-over-year, and completed 86 store openings year-to-date, exceeding the initial target of 75 [9] Customer Engagement - Membership in the loyalty program, Ollie's Army, grew by 11.8% to 16.6 million members, with significant growth among younger and higher-income demographics [11] Financial Position - Ollie's Bargain ended the quarter with $432.2 million in total cash and investments, a 42.2% year-over-year increase, maintaining a debt-light balance sheet [12] - The company repurchased $12 million worth of stock, with $293 million remaining under its current authorization [13] Future Outlook - For fiscal 2025, net sales are projected between $2,648 million and $2,655 million, with comparable store sales growth forecasted at 3.2% to 3.5% [14] - Adjusted earnings are expected to be in the range of $3.81 to $3.87 per share, an increase from the previous outlook [15]

Core Insights - Insight Enterprises, Inc. (NASDAQ:NSIT) is viewed as a strong hardware stock by analysts, with a consensus 1-year median price target of $117, indicating a potential upside of 38.89% [1] - A recent coverage initiation by Luke Morison from Canaccord assigned a 'Hold' rating with a price target of $100, suggesting an 18% upside from the current price [2] Financial Performance - In the third quarter, Insight Enterprises reported an EPS of $2.43, which was $0.06 below estimates, and revenue of $2 billion, missing forecasts by $0.15 billion [3] - The company anticipates a modest improvement in demand from large clients, with guidance indicating flat gross profit for hardware and a slight increase in cloud services [4] Future Outlook - The full-year EPS projection for Insight Enterprises is set between $9.60 and $9.90, reflecting management's cautious optimism [4] - The company's strategic focus on AI and cybersecurity through recent acquisitions positions it favorably in emerging sectors [3][4]