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PDD Holdings is reiterated as a Strong Buy, supported by a fortress balance sheet and compelling long-term potential. PDD is entering a major investment cycle, allocating RMB 100 billion over three years to build first-party brands and strengthen supply chains. Despite near-term margin pressure and regulatory risks, PDD's major net cash position remains among China's best, with valuation and growth metrics also being very attractive. Live financial news intelligence
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PDD Holdings: Even 'Deeply Undervalued' May Be An Understatement Now | FMP Stock News | |
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This Overlooked Growth Stock Is Absurdly Cheap Right Now | FMP Stock News | |
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One of the most overlooked growth stocks that is trading at an absurdly cheap valuation right now is Pinterest (PINS 0.80%). The stock is down around 40% over the past year, despite continued strong revenue growth, a cheap valuation, and the backing of renowned activist investor Elliott Investment Management.The stock's sell-off over the past year has left it trading at a forward price-to-earnings (P/E) ratio of just 11 times current-year estimates and below 9.5 times next year's consensus. This comes despite the company seeing 18% year-over-year (15% in constant currency) revenue growth in the first quarter, to over $1 billion. Today's Change ( -0.80 %) $ -0.17 Current Price $ 21.16 An AI-powered shoppable discovery destination Over the past few years, the company has done a great job of repositioning its platform from a simple online vision board to a shoppable discovery destination. It has leaned into artificial intelligence (AI) features and become a leader in multimodal search capabilities, especially with visual searches. AI is also helping it improve the personalization and curation it delivers to its users. At the same time, its AI-powered performance ad suite, Performance Plus, is helping advertisers automate marketing campaigns to optimize their ad spending. It can better target potential customers, improve bidding, and even help with AI image generation to improve a campaign's visuals. The business has also been booming in international markets, with European revenue jumping 27% to $186 million and rest-of-world revenue surging 59% to $72 million in Q1 2026. The growth is coming from both an increase in monthly active users and higher average revenue per user (ARPU). Pinterest's international business continues to be under-monetized, and this remains a large opportunity for the company moving forward. Elliott Investment Management gave Pinterest a big vote of confidence in early March when it bought $1 billion in convertible senior notes directly from the company. Elliott's notes have an initial conversion price of $22.72 and carry a modest 1.75% interest rate. Elliott also owns over $500 million in common stock. Pinterest used the proceeds from the convertible notes to immediately buy back its own shares as part of a $1 billion accelerated share repurchase (ASR) agreement. This was part of a new $3.5 billion share buyback program that it put in place. Image source: The Motley Fool. Time to buy Pinterest Pinterest is betting big that by having a leading visual search solution, it will become one of the biggest winners in e-commerce. That's why it recently signed a $4 billion multi-year infrastructure deal with Amazon Web Services. This makes sense, as Pinterest has a great flywheel business for AI. It can use AI to attract and keep more users on its platform, which draws in advertisers. It then supplies these advertisers with AI tools to better target and convert potential customers from the users on its platform. The fact that its users tend to already have a high intent to shop makes this a great symbiotic relationship. Given the opportunities to continue to monetize its platform through the use of AI, Pinterest is one of the cheapest and most overlooked stocks in the market today. |
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Wall Street sets Roku stock price target amid $22B acquisition | FMP Stock News | |
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Wall Street analysts have issued ratings for Roku, Inc. (NASDAQ: ROKU) stock amid the company’s roughly $22 billion acquisition by Fox Corp. (NASDAQ: FOXA).On Tuesday, June 16, Finbold analyzed 11 Roku stock ratings issued after the acquisition by Fox. Piper Sandler’s (NYSE: PIPR) Thomas Champion downgraded Roku to neutral from overweight and raised his price target to $160 from $148. Jefferies’ (NYSE: JEF) James Heaney downgraded the stock to hold from buy and lifted his target to $160 from $150. J.P. Morgan likewise stepped down to neutral, setting its target at the $160 deal price. Evercore ISI cut Roku to in line from outperform and trimmed its target to $160 from $185. Baird downgraded the stock to neutral from outperform with a $160 target, citing a less attractive risk-to-reward after Roku’s run-up. Wolfe Research’s Peter Supino lowered Roku’s rating to peer perform from outperform, with a fair value of $149. Loop Capital downgraded the stock to hold from buy, while raising its target to $155 from $145. Citizens JMP downgraded the stocks to market perform after earlier raising its target to $175 amid speculation about a sale. KeyBanc moved to sector weight from overweight. William Blair cut the stock to market perform from outperform and removed it from its Analyst Conviction List. Meanwhile, Fox Advisors set a $160 target on Roku stock. Roku stock surges on $22 billion acquisition deal ROKU stock surged more than 17% over the past five days, trading at about $141.54 at press time. As such, the company saw its market capitalization rise to approximately $20.9 billion. Roku stock 5-day chart. Source: Finbold Wall Street analysts expect the company’s stock to surge in the near future following the strategic acquisition deal. “Roku pioneered streaming TV and scaled it into a leading CTV platform. Together, we intend to lead its next chapter,” Lachlan K. Murdoch, Executive Chair and CEO of Fox Corporation, said. As such, bullish sentiment for the stock could increase in the near future, bolstered by robust fundamentals. Best Crypto Exchange for Intermediate Traders and Investors Invest in cryptocurrencies and 3,000+ other assets including stocks and precious metals. 0% commission on stocks - buy in bulk or just a fraction from as little as $10. Other fees apply. For more information, visit etoro.com/trading/fees. Copy top-performing traders in real time, automatically. eToro USA is registered with FINRA for securities trading. 30+ million Users worldwide eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you should not expect to be protected if something goes wrong. Take 2 mins to learn more. Join Finbold's newsroom, become a Sales Executive today! Apply now to join Finbold as a crypto/finance news writer! |
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Cobalt Blue advances US critical minerals refinery plan with Glomar Minerals | FMP Stock News | |
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Cobalt Blue Holdings Ltd (ASX:COB, OTC:CBBHF) (ASX: COB, OTC: CBBHF) and Glomar Minerals LLC have advanced plans for Project Infinity, a proposed polymetallic nodule refinery in the United States.The consortium, formed in March 2026, aims to build and operate what it says would be the world’s first commercial polymetallic nodule refinery in the US, targeting production of manganese, cobalt, nickel and copper from deep-sea nodules. Site shortlist narrowed Cobalt Blue said the Project Infinity site selection process had moved from an initial list of more than 30 locations to a shortlist of 4 candidate sites across Texas, North Carolina and Louisiana. The companies have engaged with 8 State Economic Development Offices and held in-person meetings with senior government representatives at the Select USA Investment Summit in Washington DC. Shortlisted sites are being assessed for port access, infrastructure, workforce availability, permitting pathways, utilities, transport links and proximity to reagents. The selection process prioritises brownfield locations with capacity for expansion and jurisdictions with streamlined environmental and regulatory frameworks. Site visits are now being planned. Figure 1: Potential US Locations Samples arrive at Broken Hill Cobalt Blue has received 25 kilograms of polymetallic nodules from Glomar Minerals’ licence areas in the Clarion-Clipperton Zone (CCZ) at its Broken Hill Technology Centre. Initial bench-scale testing and characterisation have commenced, with the work designed to establish baseline design criteria and support the scope of a future pre-feasibility study. The company said early data highlighted the strong multi-metal grades of the CCZ nodules, supporting their potential as an alternative to land-based resources. Cobalt Blue managing director and CEO Dr Andrew Tong said the arrival of the samples was a key milestone. “In the global race for critical minerals, control of processing will define the winners,” Tong said. “The nodule samples now at our Broken Hill Technology Centre mark a key milestone in demonstrating our technology at scale and underscore Cobalt Blue’s role as a leader in critical minerals processing.” Project Infinity targets US supply chain gaps Project Infinity is designed as a fully integrated business to harvest, process, market and sell critical minerals from polymetallic nodules, aligning with US objectives to establish secure domestic critical minerals supply chains. The project aims to process 200,000 tonnes of polymetallic nodules and 7,500 tonnes of cobalt hydroxide each year. The cobalt hydroxide is expected to be sourced from ESG-compliant operations in the Democratic Republic of Congo and is intended to improve refinery economics while addressing gaps in US domestic production of manganese and cobalt. Using Cobalt Blue’s proprietary technology, developed for its Kwinana Cobalt Refinery, the proposed US refinery would produce high-purity manganese sulphate and cobalt sulphate for battery markets, as well as nickel and copper metal. A second phase is expected to examine recovery of iron, titanium and light rare earths from remaining leach residues. Glomar licence base Glomar Minerals holds 100% interests in 2 exploration tenements, UK1 and UK2, in the CCZ, covering about 133,000 square kilometres. It also holds a 19.9% interest in a third CCZ licence, OMS, covering about 58,000 square kilometres. Figure 2: Glomar License Base The company said more than US$40 million had been invested across these licences since 2012, including oceanographic surveys, environmental surveys and technical studies covering harvesting and processing. Importantly, Glomar is working toward the release of a maiden resource statement. Glomar Minerals executive chairman Robbie Diamond said the 4 shortlisted sites represented an important step toward building US processing and refining infrastructure for critical minerals used in manufacturing, defence and next-generation technologies. Next Steps Cobalt Blue and Glomar Minerals will continue site visits and selection work in the US while bench-scale testing progresses at the Broken Hill Technology Centre. New surveys and sample collections are planned between July and October 2026, with a ship scheduled to depart New Zealand. Newly collected samples will be sent to Cobalt Blue for pilot testwork as part of the feasibility studies for Project Infinity. Furthermore, detailed process flowsheets and feasibility studies are expected to begin once funding is secured. |
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Dimerix licenses DMX-200 rights in Asia to Everest Medicines in deal worth up to A$481 million | FMP Stock News | |
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Dimerix Ltd (ASX:DXB, OTC:SBMJF) has entered into an exclusive licence agreement with Everest Medicines for the commercialisation of its Phase 3 drug candidate DMX-200 across Greater China, South Korea and parts of Southeast Asia.The agreement covers DMX-200 for all indications, including focal segmental glomerulosclerosis (FSGS), in Chinese mainland, Hong Kong SAR, Macao SAR, Taiwan region, South Korea, Singapore, Malaysia, Thailand, Indonesia, Vietnam and the Philippines. Under the deal, Dimerix will receive a US$10 million, or around A$14.1 million, upfront payment within 45 business days of execution. The company is also eligible for up to US$330 million, or around A$467 million, in potential success-based development, regulatory and commercial milestone payments, plus tiered royalties of 10-15% on net sales in the licensed territories. Fifth regional licensing deal The Everest agreement is the fifth licensing transaction for DMX-200, following earlier deals with Advanz Pharma, Taiba Rare, Fuso Pharmaceutical Industries and Amicus Therapeutics, now BioMarin. More than A$65 million had been received before the Everest transaction, and across the five licensing agreements the company may be eligible to receive up to around A$1.9 billion in aggregate upfront and potential milestone payments, in addition to royalties on net sales. The company retains rights to DMX-200 in all other unlicensed territories. Dimerix CEO and managing director Dr Nina Webster said the partnership significantly expanded the potential reach of DMX-200 into large underserved Asian markets, while allowing the company to maintain its focus on the global registrational program. “We are delighted to establish this partnership with Everest Medicines, a company with strong rare renal disease expertise and a proven track record in commercialising in Greater China, South Korea and certain Southeast Asian countries. Importantly, this collaboration significantly expands the potential reach of DMX-200 into a large and underserved patient population. Everest is well positioned to maximise the opportunity in the licensed regions, while allowing Dimerix to retain focus on progressing our global registrational program, delivering value for shareholders and providing real hope for patients with FSGS across the globe in need of treatment options.” What it means for Dimerix Everest will be responsible for supporting regulatory submissions and maintaining the regulatory dossier in the licensed territories, as well as all commercialisation costs. Dimerix will continue to fund and execute the global ACTION3 study, with the two companies to form a joint steering committee to align development and commercialisation of DMX-200 for FSGS in the licensed territories. "This collaboration with Dimerix marks an important step in advancing our strategic focus in kidney disease and further strengthening our innovative renal portfolio. Patients with FSGS in China have long faced significant unmet medical needs due to the lack of targeted treatment options. The positive interim results from the global pivotal Phase 3 study of DMX-200 underscore its potential to offer a meaningful new therapy for these patients, Yifang Wu, Chairman of the Board, Everest Medicines, said. "Leveraging our proven expertise in clinical development and commercialisation, we are committed to accelerating access to DMX-200 in China and beyond and exploring other glomerulopathies. We look forward to working closely with Dimerix to bring this innovative therapy to more patients in need.” The agreement provides Dimerix with near-term non-dilutive funding through the upfront payment, as well as potential longer-term exposure to milestone payments and royalties if DMX-200 progresses through regulatory and commercial milestones. The licensed regions represent a substantial target market, with an estimated 500,000 to 1 million people living with FSGS in the territories and no approved therapies for the disease across these regions. About DMX-200 and FSGS DMX-200 is a small molecule inhibitor of chemokine receptor 2, or CCR2, being developed for FSGS, a rare and serious kidney disease. The treatment is being evaluated in the pivotal Phase 3 ACTION3 clinical trial, which is fully recruited in its adult cohort with 333 patients enrolled across 21 countries, including Chinese mainland, Hong Kong SAR, Taiwan region, Thailand and Malaysia. FSGS causes progressive scarring in the kidney’s filtering units, leading to proteinuria, loss of kidney function and, in some cases, end-stage renal disease. Dimerix is a clinical-stage biopharmaceutical company focused on inflammatory diseases, including kidney diseases. Its lead program is DMX-200 for FSGS, which was identified using the company’s proprietary Receptor-HIT technology platform. What’s next Dimerix will continue progressing the ACTION3 Phase 3 trial, while Everest prepares to support regulatory and commercialisation activities in its licensed territories. The trial has reported positive interim results, with DMX-200 performing better than placebo in reducing proteinuria at that time. Dimerix also said there had been no safety concerns to date after 8 reviews by the independent data monitoring committee, the latest in June 2026. An external statistical blinded review in April 2026 confirmed the study remained appropriately powered at more than 90% to demonstrate a treatment effect for the primary endpoint of proteinuria, if DMX-200 continues to reduce proteinuria as anticipated. |
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Memphasys signs national supply agreement with Monash IVF for Felix sperm selection system | FMP Stock News | |
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Memphasys Ltd (ASX:MEM, OTC:MPHSF, FRA:IG7) has executed a 12-month exclusive national supply agreement with Monash IVF Group Ltd (ASX:MVF) (ASX) for the rollout of its Felix™ automated sperm selection system across Australia.The agreement follows more than 10 years of collaboration between the companies and comes after Monash IVF conducted the pivotal Felix clinical trial, which concluded in 2025. The deal represented the largest commercial arrangement for Felix to date and marked a key step in its transition from product validation to scaled commercial deployment. Agreement follows clinical validation Felix will initially be deployed at two Monash IVF Group clinics during a 3-month rollout phase. This stage will include implementation, staff training, system troubleshooting and the collection of embryology and clinical outcome data. If the initial rollout is completed successfully, the full 12-month supply term will begin, enabling national deployment across Monash IVF’s Australian clinic network. Monash IVF operates 22 clinics across all mainland capital cities and reported 12,085 stimulated IVF cycles in FY2025, with most involving intracytoplasmic sperm injection, or ICSI. Terms support recurring revenue model Commercial terms of the agreement remain confidential, but Memphasys said the contract was expected to support significant ongoing revenue generation through the supply of Felix cartridges and consoles. Initial delivery of cartridges and consoles is expected to begin immediately as part of the rollout phase. The agreement also includes a quarterly ordering schedule, giving Memphasys greater visibility over production planning and cash flow. Performance reviews and good-faith extension negotiations provide a pathway for expansion beyond the initial 12-month term, subject to adoption across Monash IVF’s network. Anchor customer for Australian commercialisation Memphasys said the agreement provided an anchor customer deployment in Australia and a reference site for broader market expansion. The company has secured inclusion of Felix on the Australian Register of Therapeutic Goods, allowing commercial deployment in Australia. “Executing this agreement with Monash IVF is a significant commercial milestone for Memphasys, validating both the clinical value of Felix and our commercialisation strategy,” Memphasys Commercialisation Committee chair Marjan Mikel said. “Beyond the contracted revenue opportunity, Monash IVF provides a world-class reference customer and a strong platform to support broader adoption of Felix across Australia and international markets.” Strategy targets local and international growth Memphasys said Australia was a strategically important market for Felix, with more than 60,000 fresh IVF cycles performed annually. The Monash IVF agreement adds to the company’s growing commercial footprint, with Felix now positioned across Australia, Europe, the Middle East and North Africa, India, Japan and Southeast Asia. The company said Monash IVF’s clinical standing could support broader adoption of Felix in existing and new markets. Memphasys has also established manufacturing capacity, supply chain infrastructure and quality systems to support the Monash IVF agreement and future growth opportunities. What comes next The next step is the three-month implementation phase at the initial two Monash IVF clinics. Subject to successful completion and final site confirmation, Felix will then be rolled out across Monash IVF’s national network under the 12-month supply agreement. Memphasys also expects the outcomes of the pivotal Monash IVF clinical trial to be published in the near future, providing further independent validation of Felix against conventional sperm selection methods. About Memphasys Memphasys is an Australian reproductive biotechnology company commercialising the Felix System, a patented bio-separation technology designed to isolate viable sperm cells for assisted reproduction. The system combines electrophoresis and size-exclusion membranes to provide a fast, gentle and standardised sperm selection process. Memphasys’ commercial strategy is focused on building contracted sales through direct and distribution-led channels, scaling production to improve margins and positioning Felix as a new global standard in sperm preparation for assisted reproductive technology procedures. |
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ROKU Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Proposed Sale of Roku to Fox Corporation | FMP Stock News | |
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MONSEY, N.Y., June 16, 2026 (GLOBE NEWSWIRE) -- The Monsey law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of Roku, Inc. (Nasdaq: ROKU) (“Roku”) to Fox Corporation (“Fox”) pursuant to which Roku shareholders will receive $96.00 in cash, and 0.9693 shares of FOX Class A common stock, for each Roku Class A and Class B share outstanding.In trading on June 15, 2026, the day the deal was announced, the price of Roku shares fell nearly 2%. Roku’s stock price has continued to fall in trading on June 16, 2026. If you remain a Roku shareholder and have concerns about the fairness of the proposed sale, you may contact our firm at the following link to discuss your legal rights at no charge: https://wohlfruchter.com/cases/roku/ Alternatively, you may contact us by phone at 866-833-6245, or via email at [email protected]. “We are investigating whether the Roku Board of Directors acted in the best interests of Roku shareholders in approving the sale,” explained Joshua Fruchter, a founding partner of Wohl & Fruchter. “This includes whether the cash consideration and exchange ratio agreed upon are fair to Roku shareholders, and whether all material information regarding the transaction has been fully disclosed. We encourage Roku stockholders to contact us if they have any concerns.” About Wohl & Fruchter Wohl & Fruchter LLP has for over a decade been representing investors in litigation arising from fraud and other corporate misconduct, and recovered hundreds of millions of dollars in damages for investors. Please visit our website, www.wohlfruchter.com, to learn more about our Firm, or contact one of our partners. Contact: Wohl & Fruchter LLP Joshua E. Fruchter Toll Free 866.833.6245 [email protected] www.wohlfruchter.com |
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Netflix eyes Lionsgate after losing to Fox on Roku deal: report | FMP Stock News | |
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Netflix is denying a report that it’s interested in buying Lionsgate — the movie studio behind the “John Wick” and “Hunger Games” franchises — after it purportedly lost out on acquiring streaming giant Roku to Fox Corp.Semafor reported Tuesday that Netflix is one of a number of media companies eyeing Lionsgate, though the Los Gatos, Calif.-based firm has not put in a formal indication of interest yet. Shares of Lionsgate jumped nearly 11% in midday trading. But the streaming giant denied it has any such interest in a statement to The Post. “Netflix is not interested and is not pursuing Lionsgate,” a rep said. Netflix boss Ted Sarandos. Getty Images for Netflix To date, Netflix, home to “Stranger Things,” “Bridgerton” and “The Crown,” has preferred to grow from within rather than expand through large acquisitions. A rep for Netflix said the streamer “did not put in a formal bid for Roku.” Fox Corp. CEO Lachlan Murdoch announced Monday that the company was acquiring Roku for about $22 billion. Fox Corp. is sister company to The Post’s corporate parent News Corp. Lionsgate, home to the “John Wick” and “Hunger Games” movie franchises, is reportedly drawing interest from potential buyers. Getty Images for Lionsgate Studios Yonkers Neflix, meanwhile, produces original shows and films and competes with the biggest channels available on Roku, like Disney’s streamers and Comcast’s Peacock, sources noted. Fox CEO Lachlan Murdoch said Monday that his company will acquire Roku for $22 billion. FOX Image Collection via Getty Images In the past, Netflix co-CEO Ted Sarandos has described the company’s approach to M&A as “disciplined.” Netflix had expressed interest in buying Roku, according to Semafor. ZUMAPRESS.com It declined to raise its $82.7 billion offer to buy Warner Bros. Discovery in February, losing a protracted bidding war to Paramount Skydance, which offered $110 billion. In Netflix’s earnings call in April, Sarandos said during the pursuit of WBD, “We really built our M&A muscle.” “We’ve learned so much about deal execution, about early integration,” he added. |
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Roku Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Roku, Inc. - ROKU | FMP Stock News | |
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Roku Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Roku, Inc. - ROKU Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Roku, Inc. (NasdaqGS: ROKU) to Fox Corporation (NasdaqGS: FOXA, FOX). Under the terms of the proposed transaction, shareholders of Roku will receive $96.00 in cash and 0.9693 shares of Fox Class A common stock for each Roku Class A and Class B that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.If you believe that this transaction undervalues the Company and/or if you would like to discuss your legal rights regarding the proposed sale, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn ([email protected]) toll free at any time at 855-768-1857, or visit https://www.ksfcounsel.com/cases/nasdaqgs-roku/ to learn more. To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com. CONNECT WITH US: Facebook || Instagram || YouTube || TikTok || LinkedIn View source version on businesswire.com: https://www.businesswire.com/news/home/20260616309357/en/ Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure |
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Fox Is Buying Roku. Is It a Better Buy than Netflix, Disney, and Paramount Skydance? | FMP Stock News | |
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The streaming industry's strategic consolidations continue, although the most recent one took more than a few investors by surprise. Just days after Paramount Skydance (PSKY 1.81%) cleared a major regulatory hurdle to move forward with its acquisition of Warner Bros. Discovery (WBD 0.86%), media powerhouse Fox Corp. (FOX 4.01%) (FOXA 4.42%) announced on Monday, June 15, that it intends to purchase streaming technology outfit Roku (ROKU 1.84%) for $22 billion in stock and cash.It's a good fit for several reasons, not the least of which is that the merger of two relatively small players in the business shouldn't raise any serious antitrust concerns that larger players might encounter. The bigger upside is simply that Roku's place in the industry offers a much more promising future than mere content creation -- a role increasingly rife with challenges that may never go away. Image source: Getty Images. Roku by the numbers On the off-chance you're not aware, Roku makes streaming hardware. It's best known for its set-top boxes that attach to a television, offering users a way to access their streaming services. More recently, though, it's licensed its tech and brand name to TV manufacturers. In addition to hardware revenue, Roku receives payments from streaming services like Netflix and Paramount+ for promoting and distributing their programming. Indeed, this business accounted for 90% of Roku's total first-quarter revenue of $1.25 billion, versus only 10% from device sales and licensing. Today's Change ( -1.84 %) $ -2.59 Current Price $ 138.31 And Roku made quite a name for itself on this front. Although it doesn't account for the majority of the rather fragmented connected-television market, Roku's hardware is the most commonly used in the Western Hemisphere and within North America, where it enjoys a 36% market share in both regions, according to numbers from Pixalate. It's leading in Latin America too, with connected-TV market share of 42%. All told, more than 100 million households worldwide now use its streaming tech. This, of course, is what Fox is eyeing. As the TV entertainment industry continues to move away from conventional cable and toward streaming, being a streaming gatekeeper offers some control over what consumers can easily access, and how they can be monetized. And Fox could certainly use the help. Smart, strategic positioning Don't misread the message. Fox is doing fine in terms of cable-TV market share. The cable-TV market itself, however, is shrinking. Comcast's (CMCSA 1.29%) Xfinity lost another 322,000 paying customers last quarter, while Charter's Spectrum shed another 60,000, extending long-standing streaks of subscriber attrition. Again, this crowd is increasingly viewing streaming content, which TV-ratings agency Nielsen says now accounts for more total viewing time in the United States than cable programming and network broadcasts combined. Fox is simply ensuring it has a seat at the table -- by owning the table. This doesn't mean Roku or Fox can favor their own streaming apps over others, if and when this acquisition is allowed to move forward. The pairing may not be of particular concern to the Federal Communications Commission (FCC), since it won't change (at least not initially) any programming that's currently available. But odds are good that the Department of Justice (DOJ) will scrutinize the fact that a major network and a minor streamer will have control of a major means of content distribution. Fox will almost certainly be required to make assurances that it will remain impartial. Impartial, however, doesn't mean Roku can't prominently feature Fox's free-to-watch (100% ad-supported) streaming channel Tubi, which Nielsen reports is now more watched within the U.S. than Paramount+ or Comcast's Peacock. For that matter, so is Roku's homegrown free-to-watch streaming service The Roku Channel. As the two biggest ad-supported streaming venues in the U.S., these two platforms should complement one another's growth. Then there's the other hook: Fox's sports arm. While it doesn't offer access to the most sporting events, when and where it chooses to compete, it does so in a big way. For instance, its coverage of Super Bowl LIX in early 2025 was the single most-watched sporting event of the year, according to Nielsen -- and it was also on Tubi. There's little doubt that Fox could leverage its sports reach to cross-promote Roku, and vice versa. Despite the market's initial response, it makes good sense Connect the dots. This is a brilliant buy. Sure, there are other combinations that could conceivably work. Almost all of them face at least one significant complication, though: Any prospective partner like Walt Disney or Paramount Skydance already owns a broadcast network. It's unlikely the FCC or the DOJ would allow two majors to operate under the same roof. Netflix is a neutral streaming name that could do well by entering the distribution technology business, although it's arguable that uniting the world's biggest streaming name with the Western Hemisphere's top streaming distribution platform would raise more than a few regulatory eyebrows. Netflix also seems to be doing fine on its own, and isn't interested in changing its corporate chemistry. Pairing a respectably-sized media name like Fox with an increasingly important media distributor, however, is a cost-effective win-win. Moreover, with Roku's distribution leverage at its disposal, bundled content partnerships -- like plans for a sports-focused streaming package called Venu that Fox, Disney, and Warner Bros. ultimately abandoned in early 2025 due to regulatory hassles -- come back into focus, with Fox holding most of the cards. That's why it's a bit surprising that the acquisition announced on Monday hasn't happened yet, and particularly surprising that Comcast didn't make a bid. It definitely had something to gain by easing into the streaming hardware and distribution business. Comcast could also have done something special with Roku by leveraging its existing cable, broadband, and even mobile infrastructure, as well as its NBC broadcast network, Universal Studios, and its streaming service Peacock. Fox doesn't bring quite as much to the table. It brings enough, though, and Roku certainly offers something complementary at a time when a larger content library alone is of little value. Streaming programming has essentially become a commodity; there's so much of it that consumers are struggling to sift through all of their choices. It's the intermediaries that are best positioned to monetize streaming programming. Investors punished the deal anyway, sending Fox shares lower on Monday. However, that's arguably a reflection of sheer surprise, along with the seemingly high price the company's paying for Roku. It's worth the premium, though. A great deal of synergy is waiting to be unlocked by this pairing. |
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2026-06-16 04:48
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Prediction: This Will Be Micron's Stock Price by Late 2027 (Hint: It Implies Big Gains) | FMP Stock News | |
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Micron Technology (MU 5.50%) has been one of the best performers in the S&P 500 (^GSPC 0.57%) year to date, with shares up 240%. The stock has become a popular way to participate in the artificial intelligence trade because the company is a key supplier of memory chips.I think Micron will reach $1,500 per share after the company reports fourth-quarter financial results for fiscal 2027 (which ends in August). That implies 52% upside from the current share price of $990. Image source: The Motley Fool Micron is growing quickly because of a memory chip supply shortage Micron is a semiconductor company that produces memory chips and storage solutions based on NAND flash and DRAM technology. Both chip types play an important role in artificial intelligence (AI). NAND serves as long-term storage, and it loads data into DRAM, where logic chips process it. Micron reported exceptional financial results in the second quarter of fiscal 2026, which ended in February. Revenue rose 196% to $23.8 billion and non-GAAP net income surged 682% to $12.20 per diluted share. And CEO Sanjay Mehrotra told analysts that "we anticipate exceptional records across revenue, gross margin, EPS, and free cash flow" in the third quarter. However, Micron's impressive results were driven primarily by a memory chip supply shortage, which caused NAND and DRAM prices to triple and quadruple, respectively, in the past year. Morningstar analyst William Kerwin says the company lacks a competitive moat. As proof, despite strong financial results, Micron lost market share in NAND and DRAM in the recent quarter. Looking ahead suggests that while the pricing power Micron currently enjoys will probably last a little longer, it will not last forever. Memory chip manufacturers, including market leaders Samsung and SK Hynix, are working to add production capacity, and several new fabrication plants should be online by 2028. At that point, supply could oversaturate the market and trigger a downturn. The memory chip industry has historically been highly cyclical Logic chips such as CPUs and GPUs can be highly differentiated, but memory chips are seen as interchangeable commodities. As a result, memory chip producers lack inherent pricing power and are instead at the whim of industry cycles. Periods of undersupply, and higher prices, are followed by periods of oversupply, and lower prices, and vice versa. For instance, pandemic-driven demand for personal computing devices such as laptops and gaming consoles led to a memory chip boom in 2021. But manufacturers oversupplied the market and were eventually forced to cut prices. That caused memory chip revenue to drop 40% by 2023. Some analysts think the AI boom has fundamentally altered the industry. Hyperscalers are signing multiyear contracts with memory chip producers to ensure supply visibility, and those deals deviate from the historical norm by covering much longer periods. Years instead of months. Micron just signed a five-year contract for the first time in history. Those deals may keep prices more stable, but I doubt they represent a structural shift in the industry. Memory chip sales could still drop sharply, albeit more slowly, when supply inevitably catches demand. So investors must decide what Micron stock is worth today knowing the company may hit an earnings cliff in the next two or three years. Today's Change ( -5.50 %) $ -59.79 Current Price $ 1028.20 Why Micron could reach $1,500 per share by late 2027 Wall Street expects the current memory chip cycle to peak in 2028. In turn, the consensus estimate says Micron's adjusted earnings will increase at 172% annually to reach $98.52 per share in fiscal 2027. That makes the current valuation of 45 times adjusted earnings look rather cheap. However, the current valuation is likely to get compressed as the memory chip cycle approaches its peak. Micron traded around 15 times adjusted earnings when the last cycle was nearing its peak, so I will assume the stock drops to that level by late 2027. If Micron matches Wall Street's consensus estimate (i.e., non-GAAP earnings of $98.52 per share in fiscal 2027) and the stock trades at 15 times adjusted earnings, the share price will be about $1,500 when the company reports financial results for fiscal 2027. |
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2026-06-16 05:31
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Micron Stock Charges Toward New High and Could Reach This Level | FMP Stock News | |
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Micron stock is setting records and Wall Street is racing to raise price targets for the memory-chip maker. |
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2026-06-16 06:40
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Why Is Micron Stock Gaining Tuesday? | FMP Stock News | |
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The stock is also drawing support ahead of its June 24 earnings report. After Monday’s sharp rally, Tuesday’s premarket move suggests investors remain confident as they await the next major catalyst.Earnings In FocusMicron is scheduled to report earnings on June 24. Wall Street expects earnings of $19.63 per share, up from $1.91 a year earlier. Revenue is projected to reach $34.43 billion, compared with $9.30 billion in the prior-year period. The stock trades at 51.3 times earnings, reflecting a premium valuation. Analysts maintain a consensus Buy rating with an average price forecast of $990.42. On June 15, TD Cowen analyst Krish Sankar maintained a Buy rating and raised his price forecast to $1,500 from $660, citing a structural shift in AI-driven memory demand. Speaking to CNBC on Monday, Sankar said AI-related memory demand continues to outpace supply, supporting stronger pricing and earnings power for longer than in past cycles. He also pointed to strong demand for high-bandwidth memory (HBM), rising AI infrastructure spending, and durable DRAM pricing as key drivers of the bullish outlook. RBC Capital analyst Srini Pajjuri also reiterated an Outperform rating and increased his price forecast to $1,200 from $525 on Monday. Wolfe Research maintained its Outperform rating and raised its price forecast to $1,250 on June 11. Technical AnalysisMicron remains in a powerful long-term uptrend. The stock trades 22.7% above its 20-day simple moving average (SMA), 61.6% above its 50-day SMA, and 189.2% above its 200-day SMA. Those wide gaps highlight the strength of the current momentum. The moving average structure also remains bullish. The 20-day SMA sits above the 50-day SMA, while the 50-day SMA remains above the 200-day SMA following a golden cross formed in June 2025. However, momentum has begun to cool. The moving average convergence divergence (MACD) indicator remains below its signal line, and the histogram is negative. That suggests buying momentum has slowed, even as the broader uptrend remains intact. Micron is also trading above its previous 52-week high of $1,097.47. Holding above that former resistance level could reinforce the current breakout, while any pullback will likely be measured against the stock’s rising moving averages. MU Price Action: Micron Technology shares were up 2.97% at $1,120.36 during premarket trading on Tuesday. The stock is trading at a new 52-week high, according to Benzinga Pro data. Photo via Shutterstock Market News and Data brought to you by Benzinga APIs © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. To add Benzinga News as your preferred source on Google, click here. |
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2026-06-17 08:02
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2026-06-16 08:06
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Micron and Sandisk shares are phenomenally ‘overbought.' Are memory stocks flying too close to the sun? | FMP Stock News | |
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HomeIndustriesComputers/ElectronicsBooming AI demand has sent Micron and Sandisk shares far into overbought territory, but historic hardware backlogs are sustaining a rallyPublished: June 16, 2026 at 8:06 a.m. ETMemory-chip makers like Micron Technology and Sandisk have been some of the biggest winners of the artificial-intelligence build-out as their shares continue to skyrocket. The rally is causing momentum indicators to flash signals that could signify a heavily crowded trade ripe for a correction. Shares of Micron MU have surged 275% in 2026 and nearly 830% in the past year, sending the stock’s trailing 14-month Relative Strength Index to 90.98 — its highest level since September 1995, according to Dow Jones Market Data. The pattern was initially pointed out by the account @Barchart in a Sunday X post. |
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2026-06-17 08:02
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2026-06-16 08:50
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Micron: Playing The Expectations Game | FMP Stock News | |
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Micron Technology has surged over 155% in recent months, driven by AI-fueled demand and exceptional revenue and earnings growth. MU's Q3 expectations are extremely high, with consensus revenue at $34.47B (+270% YoY) and non-GAAP EPS of $19.69 (+930% YoY). Growth rates are set to decelerate, so future share price support may hinge on capital returns, a potential stock split, or acquisitions. |
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2026-06-17 08:02
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2026-06-16 09:37
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Up 770% YTD, How High Can Micron Go? | FMP Stock News | |
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© Canva | AndreyPopov from Getty Images and 400tmax from Getty Images SignatureFew stocks have rewritten their own story in 2026 the way Micron Technology (NASDAQ:MU | MU Price Prediction) has. Shares closed at $1,087.99 on June 15, up 281% year to date and 843% over the past year, with net income growing 770.8% year over year last quarter. Our 24/7 Wall St. price target for Micron is $701.69, implying 35.51% downside over the next 12 months. The recommendation is sell, with confidence of 90% (high). Metric Value Current Price $1,087.99 24/7 Wall St. Price Target $701.69 Upside/Downside -35.51% Recommendation SELL Confidence Level 90% Why We Could Be Wrong Our 24/7 Wall St. price target sits well below where Micron trades today, and we want to be upfront: this is one of the most divisive stocks in the market. Real upside could come from an extended HBM supply shortage stretching into 2027, or from analyst targets like Aletheia Capital’s $1,600 Street-high. Consider our number one datapoint among many. A detailed bull case follows. From $115 to $1,088 in 12 Months Micron jumped 14.61% in the past week alone and 50.14% in the past month, helped by an 8% pop tied to a US-Iran truce and a wave of analyst upgrades. Shares trade just 21% below the 52-week high of $1,097.47. Fiscal Q2 2026 revenue hit $23.86B, beating consensus by 22.28%, with non-GAAP EPS of $12.20 versus $8.73 expected. Management guided fiscal Q3 to $33.5B in revenue and roughly 81% gross margin. The Case for $1,500+ TD Cowen raised its target from $660 to $1,500, RBC Capital Markets moved to $1,200, and Cantor Fitzgerald sits at $1,500, all framing memory as an AI growth asset rather than a cyclical commodity. CEO Sanjay Mehrotra told investors “AI has not just increased demand for memory; it has fundamentally recast memory as a defining strategic asset in the AI era.” HBM is sold out through 2026, Micron can fulfill only 50% to two-thirds of key customer demand, and Cloud Memory ran at a 74% gross margin. If pricing stays tight, the bull scenario pushes Micron to $1,149.77 in our model, with Street targets reaching $1,600. What Could Go Wrong Memory has always been cyclical, and the current cycle is extraordinarily steep. Our bear case projects $544.00, a 50% drawdown, if HBM supply catches up or hyperscaler capex pauses. Insider activity skews toward selling, with 102 recent transactions, net direction selling. Capex is rising fast, with fiscal 2026 spending guided above $25 billion and another step up in 2027. Bulls counter that this is the cost of locking in multi-year customer demand, including Micron’s first five-year strategic supply agreement, which should smooth cyclical volatility. Micron Price Prediction 2026-2030 Our 24/7 Wall St. price target of $701.69 reflects a sell at 90% confidence. The tipping factor: forward P/E math on $28.39 in earnings simply does not support $1,088 unless the AI memory cycle runs hotter and longer than any prior memory upcycle. The thesis would turn more constructive if forward EPS estimates push above $40 on confirmed 2027 HBM contracts. The setup would look more cautious if hyperscaler capex growth slows or NAND pricing softens before fiscal year-end. Year 24/7 Wall St. Price Target 2026 $701.69 2027 $640 2028 $575 2029 $520 2030 $491.56 These projections assume Micron continues executing on HBM but normalizes off peak pricing. Significant upside could come from sustained AI memory tightness into 2028, while a NAND glut or capex pullback remains the key risk. |
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2026-06-17 08:02
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2026-06-16 10:31
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Earnings Growth & Price Strength Make Micron (MU) a Stock to Watch | FMP Stock News | |
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Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.One of our most popular services, Zacks Premium offers daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter. All are useful tools to find what stocks to buy, what to sell, and what are today's hottest industries. Also included in Zacks Premium is the Focus List. This is a long-term portfolio of top stocks that have all the traits to beat the market. Breaking Down the Zacks Focus ListIf you could get access to a curated list of stocks to kickstart your investment portfolio, wouldn't you jump at the chance to take a peek? Enter the Zacks Focus List. It's a portfolio made up of 50 stocks that are set to beat the market over the next 12 months; each company selected serves as a foundation for long-term investors looking to create an individual portfolio. One thing that makes the Focus List even more advantageous is that each pick comes with a full Zacks Analyst Report. This helps explain why each stock was selected and why we believe it's a good pick for the long-term. The portfolio's past performance only solidifies why investors should consider it as a starting point. For 2020, the Focus List gained 13.85% on an annualized basis compared to the S&P 500's return of 9.38%. Cumulatively, the portfolio has returned 2,519.23% while the S&P returned 854.95%. Returns are for the period of February 1, 1996 to March 31, 2021. Focus List MethodologyWhen stocks are picked for the Focus List, it reflects our enduring reliance on the power of earnings estimate revisions. Earnings estimates, or expectations of growth and profitability, come from brokerage analysts who track publicly traded companies; these analysts work together with company management to analyze every aspect that may affect future earnings, like interest rates, the economy, and sector and industry optimism. Earnings estimate revisions are very important, since investors also need to take into consideration what a company will earn in the future. The stocks that receive positive changes to earnings estimates are more likely to receive even more upward changes in the future. Take this example: if an analyst raised their estimates last month, they'll probably do so again this month, and other analysts will follow. Utilizing the power of earnings estimate revisions is when the Zacks Rank joins the party. A unique, proprietary stock-rating model, the Zacks Rank uses changes to quarterly earnings expectations to help investors create a winning portfolio. The Zacks Rank consists of four main pillars: Agreement, Magnitude, Upside, and Surprise. Each one is given a raw score, which is recalculated every night and compiled into the Rank. Then, stocks are classified into five groups, ranging from "Strong Buy" to "Strong Sell," using this data. The Focus List is comprised of stocks hand-picked from a long list of #1 (Strong Buy) or #2 (Buy) ranked companies, meaning that each new addition boasts a bullish earnings consensus among analysts. It can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding Focus List stocks, there's a great chance you'll be getting into companies whose future earnings estimates will be raised, which can lead to price momentum. Focus List Spotlight: Micron (MU - Free Report) Idaho-based Micron Technology has established itself as one of the leading worldwide providers of semiconductor memory solutions. MU, a #1 (Strong Buy) stock, was added to the Focus List on December 27, 2016 at $23.26 per share. Since then, shares have increased 4577.52% to $1. Six analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $1.87 to $60.23. MU also boasts an average earnings surprise of 21.7%. Additionally, MU's earnings are expected to grow 626.5% for the current fiscal year. Reveal Winning StocksUnlock all of our powerful research, tools and analysis, including the Zacks #1 Rank List, Equity Research Reports, Zacks Earnings ESP Filter, Premium Screener and more, as part of Zacks Premium. You'll quickly identify which stocks to buy, hold and sell, and target today's hottest industries, to help improve the performance of your portfolio. Gain full access now >> |
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2026-06-17 08:02
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2026-06-16 11:56
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You Missed Micron's 811% Run — but There's Still 40% More Upside, According to Wall Street | FMP Stock News | |
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The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs. Every AI server requires massive amounts of DRAM and high-bandwidth memory (HBM), and supply remains tight even after a year of record production. That shift has transformed Micron Technology (NYSE:MU) from a cyclical memory manufacturer into one of the market’s biggest AI winners. The stock has already delivered extraordinary gains, but Wall Street believes the story may not be finished. An 811% Gain Doesn’t Mean The Opportunity Is Gone Micron opened trading on this date one year ago at approximately $118 per share. Twelve months on and the stock trades around $1,075, an 811% return that turned a $10,000 investment into more than $91,000. Most investors would assume that kind of move leaves little upside remaining. TD Cowen disagrees. The firm raised its price target on Micron to $1,500 from $660 while maintaining its Buy rating. That target implies roughly 40% upside from current levels. The firm’s analyst team pointed to stronger-than-expected AI demand and a longer period of favorable memory pricing as the key drivers behind the increase. Notably, TD Cowen is not alone. Cantor Fitzgerald also carries a $1,500 target, while Susquehanna has gone even higher with a $1,750 target. mu The Memory Cycle Looks Different This Time Memory has historically been one of the semiconductor industry’s most cyclical businesses. Prices rise, manufacturers expand capacity, supply catches up, and prices fall. That’s the pattern investors have seen for decades. The current cycle contains two key differences. First, TD Cowen now expects pricing strength to extend through the second half of 2027. Previously, analysts expected a digestion period to begin during the first half of 2027, but stronger CPU demand and continued AI infrastructure deployments have pushed that timeline further out. Second, analysts increasingly view AI as a structural shift rather than a temporary demand surge. A cyclical upswing eventually returns to prior demand levels. A structural shift, though, raises the baseline. AI data centers need dramatically more memory per server than traditional computing workloads. Even if growth slows, the floor for future demand may remain far above where it stood before the AI era. Bank of America recently argued that memory supply elasticity is structurally lower because of capital, packaging, and power constraints across the industry. Simply, supply can’t respond as quickly as it did during prior cycles. Micron’s Competitive Position Keeps Improving Only three companies produce advanced memory at scale: Micron, SK hynix, and Samsung. Micron trails its industry peers — not by much, in some sectors — but that concentrated industry structure gives Micron more pricing power than it enjoyed in past cycles. Management has also been signing longer-term customer agreements, creating greater revenue visibility than memory investors traditionally received. Analysts estimate Micron could generate approximately $150 per share in earnings during 2027 if current trends continue. Surprisingly, Micron still trades at valuation levels that assume memory remains highly cyclical. Several analysts argue that if AI-driven demand proves more durable, investors may continue assigning a higher earnings multiple to the stock. Key Takeaway In short, Micron’s 811% gain over the past year doesn’t automatically mean the opportunity has passed. The bull case rests on two simple ideas: memory pricing may remain strong longer than expected, and AI has permanently increased demand for advanced memory products. TD Cowen’s new $1,500 price target reflects both assumptions. Granted, memory remains a cyclical industry beyond AI and investors should expect volatility. Yet Micron today looks very different from the commodity memory company many investors remember. With AI servers consuming unprecedented amounts of DRAM and HBM, the company has become a critical supplier to one of the fastest-growing technology markets in history. If Wall Street’s forecasts prove accurate, Micron’s remarkable run may have another chapter left to write. |
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2026-06-17 08:02
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2026-06-16 12:17
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Stock Of The Day: Did Micron Technology Break Out Again? | FMP Stock News | |
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Shares of Micron Technology, Inc. (NASDAQ:MU) are moving lower on Tuesday. They have gained almost 300% since January 1.Micron is the Stock of the Day. It appears to be breaking out again. The rally may continue. If a stock is trending higher, there is more demand for it than there is supply. Investors and traders who wish to acquire shares are forced to outbid each other and pay premiums to attract sellers. This forces the shares into an uptrend. The dynamic changes when the shares reach a resistance level. At these levels, there is enough supply of shares for sale to fill all buy orders. Buyers can acquire all the shares they need to without paying higher prices, and the rally ends or pauses. Sometimes stocks reverse and head lower after reaching resistance. This happens when some of the sellers who created the resistance become anxious and impatient. They become concerned that other sellers will be willing to sell at lower prices. They know the buyers will go to whoever is willing to sell at the lowest price. As a result, they reduce their offer prices. Other concerned sellers see this and do the same. This can result in a snowball effect that pushes the price lower. Sometimes when stocks reach resistance, the buyers eventually overpower the sellers, and the price moves higher. When this happens, traders say it is a ‘breakout'. Breakouts can be a bullish dynamic. They show that the sellers who created the resistance are gone. With this supply removed from the market, buyers will be forced to outbid each other again. This can put the shares into a new uptrend. As you can see on the chart, Micron broke out in April. It also broke out in May. A move higher followed each. The stock had been attempting to break out, but as of Tuesday’s pullback, it remains below resistance around $1,090. Micron will need to clear that level to confirm a new uptrend. MU Price Action: Micron Technology shares were down 4.05% at $1043.91 at the time of publication on Tuesday, according to Benzinga Pro data. Photo: Shutterstock Market News and Data brought to you by Benzinga APIs © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. To add Benzinga News as your preferred source on Google, click here. |
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2026-06-17 08:02
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2026-06-16 18:45
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Micron (MU) Falls More Steeply Than Broader Market: What Investors Need to Know | FMP Stock News | |
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In the latest trading session, Micron (MU - Free Report) closed at $1,020.76, marking a -6.18% move from the previous day. This change lagged the S&P 500's 0.57% loss on the day. On the other hand, the Dow registered a gain of 0.64%, and the technology-centric Nasdaq decreased by 1.15%.Prior to today's trading, shares of the chipmaker had gained 59.64% outpaced the Computer and Technology sector's gain of 2.85% and the S&P 500's gain of 2.14%. The investment community will be paying close attention to the earnings performance of Micron in its upcoming release. The company is slated to reveal its earnings on June 24, 2026. The company is forecasted to report an EPS of $19.72, showcasing a 932.46% upward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $34.24 billion, up 268.09% from the prior-year quarter. For the full year, the Zacks Consensus Estimates project earnings of $60.23 per share and a revenue of $111.55 billion, demonstrating changes of +626.54% and +198.45%, respectively, from the preceding year. Investors should also note any recent changes to analyst estimates for Micron. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 2.43% increase. Micron is currently a Zacks Rank #1 (Strong Buy). Looking at its valuation, Micron is holding a Forward P/E ratio of 18.07. This signifies a discount in comparison to the average Forward P/E of 27.36 for its industry. The Computer - Integrated Systems industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 14, which puts it in the top 6% of all 250+ industries. The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions. |
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2026-06-17 08:02
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2026-06-16 19:21
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Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs? | FMP Stock News | |
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Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (SNDK 5.39%) have soared more than 700% in 2026 as of this writing, while Micron Technology (MU 5.50%) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply can't keep up, pushing prices for NAND flash and dynamic random access memory (DRAM) sharply higher.But which of these two stocks is the better buy today? Image source: The Motley Fool. Sandisk: a pure bet on the flash shortage In its fiscal third quarter of 2026 (the period ended April 3, 2026), the flash specialist's revenue jumped 97% from the prior quarter and 251% from a year earlier, to $5.95 billion. Non-GAAP (adjusted) earnings per share reached $23.41, up from $6.20 in fiscal Q2. Powering its growth, Sandisk's data center revenue climbed 233% sequentially. Today's Change ( -5.39 %) $ -113.58 Current Price $ 1994.28 What may matter more for a notoriously cyclical business is how much of that demand Sandisk has nailed down. Fortunately, it has signed five multiyear supply agreements that lock in firm customer commitments, covering more than a third of its fiscal 2027 output and backed by over $11 billion in enforceable financial guarantees. "Data center has become our fastest-growing market, and the workloads driving that demand, including inference, reasoning, and agentic systems, represent a structural and durable shift in how the world's most consequential technology is built and deployed," said Sandisk CEO David Goeckeler in the company's fiscal third-quarter earnings call. Sandisk is also returning cash to shareholders. It recently authorized a $6 billion share buyback. And it carries no debt. Micron: the broader memory play Micron's momentum is similarly spectacular. In its fiscal second quarter of 2026 (the period ended Feb. 26, 2026), the memory and storage maker posted revenue of $23.86 billion, nearly triple the year-ago figure, with adjusted earnings per share of $12.20 and a record gross margin of about 75%. DRAM made up $18.8 billion of that, or 79% of revenue, while NAND accounted for the rest. Within its DRAM business, HBM -- the dense, stacked chips that pair with AI accelerators from the likes of Nvidia -- is the scarcest, highest-value product in the memory market, and Micron has said its HBM output for 2026 is already sold out. Today's Change ( -5.50 %) $ -59.79 Current Price $ 1028.20 And the company notably began shipping its newest HBM for Nvidia's next-generation Vera Rubin platform earlier this year. "Both AI and traditional server demand are constrained by lack of adequate DRAM and NAND supply," said Micron CEO Sanjay Mehrotra in the company's fiscal second-quarter earnings call. Looking ahead, Micron is guiding for an even bigger fiscal third quarter, with revenue of about $33.5 billion -- a single quarter that would exceed its revenue for any full year through fiscal 2024. But this growth story comes with high costs. Micron expects to spend more than $25 billion on new plants and equipment this fiscal year. On valuation, Sandisk initially looks more expensive, with a price-to-earnings ratio of about 69 as of this writing, while Micron's is 49. But these valuation metrics don't tell the full story. Since the two companies are growing so quickly, it's probably better to view them based on their forward price-to-earnings ratios, or valuation multiples that compare their prices to analysts' consensus forecasts for earnings per share over the next 12 months. By this measure, Sandisk and Micron have forward price-to-earnings multiples of about 11 and 10, respectively, making them look priced very similarly based on their future prospects. So, which is the better buy? Overall, I think Micron is the better bet. Its DRAM and HBM exposure puts it in a vital part of the AI memory market, and it generates enormous cash even while funding a heavy build-out. Meanwhile, Sandisk's business is arguably narrower than Micron's, leaving it with greater downside risk if the cycle turns. And after a run-up this big, I'd rather own the broader business. |
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2026-06-17 08:02
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2026-06-17 02:32
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Micron: New Data Indicates Consensus Estimates Are Too Conservative (Earnings Preview) | FMP Stock News | |
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HomeEarnings AnalysisTech SummaryMicron is experiencing unprecedented demand for DRAM, NAND, HBM, and enterprise SSDs, driving record revenue and gross margins.MU's supply-demand imbalance is expected to persist beyond 2026, supported by Strategic Customer Agreements that enhance earnings visibility and pricing power.Consensus estimates for MU's FY26 and FY27 earnings are likely too conservative, with forward P/E potentially overstated and substantial upside remaining.I rate MU a Buy, citing derisked cyclicality, strong operating leverage, and favorable long-term demand trends despite execution and pricing risks. Alexander Sikov/iStock via Getty Images Introduction Micron (MU) has historically been treated as a deeply cyclical memory stock, but the current cycle looks materially different. AI-driven demand for DRAM, NAND, HBM, and enterprise SSDs has created insatiable demand for MU 148 Followers Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. |
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2026-06-17 08:02
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2026-06-16 16:30
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Billionaire Ken Griffin Sold Amazon and Nvidia but Quietly Loaded Up on This Healthcare Giant | FMP Stock News | |
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Ken Griffin, the billionaire CEO of the investment firm Citadel Advisors, has an impeccable reputation on Wall Street, having delivered superior returns over the long run. It's no wonder, then, that every move he and his team make is carefully scrutinized. And he was a busy man during the first quarter. Citadel Advisors decreased its stake in some popular artificial intelligence (AI) stocks. The firm sold 2.9 million shares of Nvidia (NVDA 2.16%), while offloading six million shares of Amazon (AMZN 0.01%).Both tech leaders remain among Citadel Advisors' largest holdings, but perhaps the decision to reduce its stake in these companies was to reallocate capital into attractive opportunities. And one notable stock that Citadel Advisors bought during the quarter looks like such an opportunity. Image source: The Motley Fool. A beaten-down healthcare leader Intuitive Surgical (ISRG +0.17%) has lagged the market recently. The company is dealing with headwinds from multiple sources. Let's consider three of them. First, Intuitive Surgical will face increased competition in the robotic-assisted surgery (RAS) market moving forward. Last year, Medtronic earned approval for a competing system, the Hugo, while Johnson & Johnson is also racing toward clearance of its own device, the Ottava. Second, several of Intuitive Surgical's products, including its da Vinci 5 -- the newest model of its famous, market-leading da Vinci system -- carry lower margins than the company's average. Selling more of these platforms can drag down margins, at least in the short term. Third, steep tariffs have impacted Intuitive Surgical's financial results. Because of all these factors -- and despite pretty strong financial results -- the stock has dropped by 20% over the past 12 months. There is more to the story Given all the problems Intuitive Surgical is facing, why did Citadel Advisors take this opportunity to increase its stake in the company by 30.3% during the first quarter? One likely answer is that, despite the medical device specialist's struggles, its long-term prospects remain bright, and it could deliver superior returns, especially at current levels. None of Intuitive Surgical's obstacles is anywhere near insurmountable. Yes, competition will increase, but the company has a massive lead, having spent the past 26 years since the da Vinci system was first launched expanding its installed base, improving patient outcomes, and gathering real-world data from procedures to inform its device development. Today's Change ( 0.17 %) $ 0.72 Current Price $ 417.27 Further, Intuitive Surgical benefits from a wide moat due to high switching costs, and the company still has a massive addressable market to tap into. It's also worth noting that it could be one of the winners as AI continues to transform the healthcare sector. Intuitive Surgical is actively exploring ways to use AI to improve its technology, which could help cement its leading position in its niche over the long run. How will the company address lower margins on some of its devices? Those should pay for themselves several times over, eventually. Absorbing lower margins in the early stages of scaling a new device helps the company grow its installed base and eventually results in stronger revenue and earnings from the sale of instruments and accessories, which are replaced regularly and generate recurring, higher-margin revenue for the healthcare giant. So, this strategy is well worth it. And as far as tariffs are concerned, Intuitive Surgical can deal with them eventually through modest cost increases across its large pool of existing customers, most of whom should stay put, given the few alternatives to Intuitive Surgical's devices on the market. Looking at the valuation The bears would also point out that Intuitive Surgical still looks expensive, trading at 39.7x forward earnings, more than twice the healthcare sector's average of 17.4x. Even so, Intuitive Surgical continues to grow its revenue and earnings much faster than most of its peers, especially those in the medical device niche. Further, the company's large addressable RAS market and strong competitive edge help justify a steep premium. My view is that Intuitive Surgical is a strong buy after having lost significant value over the past year. Prosper Junior Bakiny has positions in Amazon, Intuitive Surgical, Johnson & Johnson, and Nvidia. The Motley Fool has positions in and recommends Amazon, Intuitive Surgical, Medtronic, and Nvidia. The Motley Fool recommends Johnson & Johnson and recommends the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool has a disclosure policy. |
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AMC Stock Climbs Tuesday: What's Driving The Move? | FMP Stock News | |
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AMC Entertainment shares are climbing with conviction. What’s fueling AMC momentum? What Is Driving AMC’s Recent Capital Raise?AMC said it completed its previously announced $150 million at-the-market equity offering, selling about 105.3 million shares and raising the full amount. Management framed the proceeds as a way to strengthen cash, improve financial flexibility, and support priorities like boosting Adjusted EBITDA and reducing leverage.AMC is also leaning on industry and operating momentum, citing a record May box office and six films with domestic opening weekends above $75 million over the past 11 weeks. The company previously said May attendance reached 25.5 million guests globally, its strongest May since 2019, reinforcing the "demand is recovering" message behind the capital raise. Critical Price Levels To Watch For AMCFrom a longer-term chart perspective, AMC is in a rebound phase: at $2.36 it's trading well above its 20-day ($1.81), 50-day ($1.63), and 200-day ($1.90) moving averages, which often acts like "trend confirmation" after a basing period. The catch is the bigger-picture trend is still repairing, with the 50-day SMA still below the 200-day SMA (a bearish longer-term structure that can cap rallies). Momentum is improving: MACD is above its signal line and the histogram is positive, which typically means upside pressure is building versus the prior downswing rather than fading. MACD compares shorter- and longer-term trend forces and being above the signal line suggests buyers are gaining control of the near-term tape. The equity-offering headline also matters technically because supply can become an overhang after sharp runs, so bulls usually want to see price hold above the 200-day area on pullbacks. Key longer-term context: the stock's recent swing low formed in March (near the 52-week low of 93 cents), while the last swing high was in June, leaving a wide trading range that can stay choppy. Key Resistance: $2.50 — lines up with a round-number area near the Street's high target and a likely supply zone after the recent run Key Support: $1.90 — near the 200-day SMA/EMA zone ($1.90–$1.92), a common "line in the sand" in trend repairs What Is AMC Entertainment Holdings?AMC Entertainment Holdings is in the theatrical exhibition business, owning and operating theaters across the U.S. and Europe, with the U.S. as its main revenue driver. It also leans on premium formats and in-theater amenities like plush recliners, MacGuffins full bars, and AMC Dine-In locations to lift per-guest spending. That backdrop ties directly to the current narrative: AMC is pointing to improving industry demand (including a record May box office and multiple $75 million-plus domestic opening weekends recently) while raising capital to shore up liquidity. For a company where leverage and cash runway have been recurring investor focus points, funding moves like this can quickly become the main driver of near-term trading. AMC Stock Price Movement on TuesdayAMC Stock Price Activity: AMC Entertainment shares were up 4.39% at $2.38 at the time of publication on Tuesday, according to Benzinga Pro data. Image: Shutterstock Market News and Data brought to you by Benzinga APIs © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. To add Benzinga News as your preferred source on Google, click here. |
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AMC Global Media Appoints Hozefa Lokhandwala as Chief Financial Officer | FMP Stock News | |
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June 16, 2026 16:05 ET | Source: AMC Global Media Inc.NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- AMC Global Media Inc. (NASDAQ: AMCX) announced Hozefa Lokhandwala has joined the company as Chief Financial Officer, effective today. Lokhandwala joins AMC Global Media with more than two decades of financial leadership experience across media, corporate strategy and investment banking. He will be based in New York and will report to AMC Global Media’s CEO Kristin Dolan. “Hozefa is a highly respected and accomplished media executive with the financial discipline, industry expertise and strategic perspective to help guide AMC Global Media during this dynamic period in our industry,” said Dolan. “We look forward to benefiting from his leadership and experience as we continue to advance our strategic priorities and position the company for long-term success.” “AMC Global Media is behind some of my favorite television shows of all time, and I have long admired its rare combination of celebrated storytelling, valuable IP and disciplined strategic focus,” said Lokhandwala. “I’m thrilled to join Kristin and the leadership team at this exciting moment and to help leverage the company’s strong collection of assets as it continues to build on its momentum.” Lokhandwala most recently served as an Independent Director for MSG Networks. Prior to MSG Networks, he worked at Vice Media Group serving as Co-Chief Executive Officer after joining as Chief Strategy Officer in 2018. Earlier in his career, Lokhandwala served as a Managing Director in the Media Investment Banking Group at J.P. Morgan, where as Head of Content & Entertainment Investment Banking he advised media clients on mergers and acquisitions, capital markets and corporate finance matters across diversified media, programming networks, film and entertainment, gaming, music and digital media. Before joining J.P. Morgan, he was an investment banker in the Media & Entertainment Group at Bear Stearns and also worked in the Business & Finance group at Morgan Lewis, advising on M&A and finance transactions. He holds an MBA from Columbia Business School, a JD from Brooklyn Law School and a BA from Oberlin College. He also serves on the Board of Trustees for Oberlin College, including as Chair of the Risk Management & Audit Committee. Lokhandwala succeeds Patrick O’Connell, the company’s former Chief Financial Officer who stepped down in March as part of a planned departure announced in January. The appointment comes as AMC Global Media continues to build momentum across its business. The company recently reported another quarter of double-digit streaming revenue growth and robust free cash flow, highlighting continued progress across its targeted streaming portfolio which is now the company’s largest source of domestic revenue. The company also continues to build on the strength of its owned franchises and fan-focused strategy, including the recent premiere of Anne Rice’s The Vampire Lestat on AMC and AMC+, which generated strong early audience engagement and critical acclaim, further demonstrating the company’s ability to create high-quality, franchise-driven programming with broad cultural resonance. About AMC Global Media AMC Global Media is the ultimate destination for premier storytelling, known for some of the most celebrated original content in television and film history. The Company creates and curates celebrated series and films across distinct brands and makes them available to audiences everywhere. Its portfolio includes targeted streaming services AMC+, Acorn TV, Shudder, Sundance Now, ALLBLK, HIDIVE and ALL REALITY; cable networks AMC, BBC AMERICA, IFC, SundanceTV and We TV; film distribution labels Independent Film Company and RLJE Films; AMC Studios, its in-house studio, production and distribution operation; and AMC Networks International, its international programming business. |
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BlackBerry Answers Rising Demand for Sovereign Endpoint Control | FMP Stock News | |
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BlackBerry UEM advances AI-assisted operations and post-quantum readiness while strengthening data residency and cloud independence with expanded macOS support for enterprise, defense and governmentsWATERLOO, ON / ACCESS Newswire / June 16, 2026 / BlackBerry Secure Communications, a division of BlackBerry Limited (NYSE:BB)(TSX:BB), today announced enhanced capabilities coming to BlackBerry® Unified Endpoint Management (UEM) designed to meet growing demand for sovereign endpoint control across enterprise, government, and regulated industries. Sovereign control over endpoints is becoming a mainstream requirement well beyond traditional regulated sectors, driven by tightening data-residency requirements across Europe, finalized post-quantum cryptography standards, and accelerating adoption of Apple devices in environments that cannot route management through a public cloud. The upcoming UEM release extends the BlackBerry platform's sovereign endpoint management capabilities across AI-assisted operations, post-quantum cryptography, macOS, multi-tenant environments and secure file sharing. "Organizations should not have to choose between modern capabilities and sovereign control," said Nathan Jenniges, Senior Vice President and General Manager, BlackBerry Secure Communications. "These enhancements enable customers to adopt AI, prepare for the post‑quantum era, and manage diverse device fleets on infrastructure they own and control." As enterprises and governments expand macOS deployments, many endpoint management solutions remain tethered to vendor‑hosted clouds, introducing jurisdictional exposure that European and public‑sector buyers are actively designing out of their environments. BlackBerry is expanding macOS management within UEM through its on‑premises deployment model, enabling organizations to manage Apple, Windows and Android devices from a single console without cloud dependency or third‑party data paths. BlackBerry UEM is the first and only endpoint management solution certified by Germany's Federal Office for Information Security under Common Criteria, validated for managing Apple and Samsung devices in government environments. To address emerging cryptographic risks, BlackBerry UEM is advancing its post‑quantum roadmap by upgrading cryptographic libraries on devices and aligning with NIST post‑quantum standards as part of its path toward FIPS 140‑3 accreditation. These enhancements embed quantum‑resistant protections from the UEM server through to secured applications on end‑user devices. Combined with UEM's BSI Common Criteria certification and NATO Restricted alignment, this provides regulated buyers in Europe and beyond with a migration path grounded in independently validated credentials rather than reliance on a single national standard. The release also introduces expanded multi‑tenant management capabilities to support service providers and complex enterprise and government estates that require strong separation between departments, agencies or customers. A modernized UEM console and refreshed administrator experience reduce operational complexity while supporting scale in sovereign, on‑premises environments. Secure AI-assisted capabilities are optional and can be enabled at an organization's discretion, improving efficiency while operating within BlackBerry's security first architecture and under organizational control. Rounding out the release, enhancements to BlackBerry's secure file-sharing capability embed access controls directly into each document, so protection travels with the file itself rather than depending on a network perimeter, addressing exfiltration risk in zero-trust environments. The new capabilities are expected to be available in the summer of 2026, with select management and multi‑tenant console enhancements becoming generally available later in 2026. To learn more about the latest BlackBerry UEM enhancement, read the blog. ### About BlackBerry BlackBerry (NYSE:BB)(TSX:BB) provides enterprises and governments the intelligent software and services that power the world around us. Based in Waterloo, Ontario, the company's high-performance foundational software enables major automakers and industrial giants alike to unlock transformative applications, drive new revenue streams and launch innovative business models, all without sacrificing safety, security, and reliability. With a deep heritage in Secure Communications, BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management. For more information, visit BlackBerry.com and follow @BlackBerry. © 2026 BlackBerry Limited. Trademarks, including but not limited to BLACKBERRY and EMBLEM Design, are the trademarks or registered trademarks of BlackBerry Limited, and the exclusive rights to such trademarks are expressly reserved. All other trademarks are the property of their respective owners. BlackBerry is not responsible for any third-party products or services. Media Contacts: BlackBerry Media Relations +1 (519) 597-7273 [email protected] SOURCE: BlackBerry |
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Teladoc (TDOC) Gains As Market Dips: What You Should Know | FMP Stock News | |
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Teladoc (TDOC - Free Report) ended the recent trading session at $7.57, demonstrating a +1.47% change from the preceding day's closing price. This move outpaced the S&P 500's daily loss of 0.57%. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.The telehealth services provider's stock has climbed by 17.48% in the past month, exceeding the Medical sector's gain of 4.28% and the S&P 500's gain of 2.14%. Market participants will be closely following the financial results of Teladoc in its upcoming release. The company is expected to report EPS of -$0.24, down 26.32% from the prior-year quarter. Alongside, our most recent consensus estimate is anticipating revenue of $614.69 million, indicating a 2.72% downward movement from the same quarter last year. For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.92 per share and a revenue of $2.51 billion, representing changes of +19.3% and -0.92%, respectively, from the prior year. Investors should also take note of any recent adjustments to analyst estimates for Teladoc. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability. Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system. The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.97% higher within the past month. Teladoc currently has a Zacks Rank of #3 (Hold). The Medical Services industry is part of the Medical sector. At present, this industry carries a Zacks Industry Rank of 109, placing it within the top 45% of over 250 industries. The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions. |
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The retro bedroom color that adds $2,277 to your home's value, according to Zillow | FMP Stock News | |
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Zillow's 2026 paint color analysis finds warm, nature-inspired tones drive higher offers, while one trendy color can wipe out $18,000 in home valueA warm chocolate brown bedroom can add nearly $2,300 to a home's offer price. Sage green is the only color to rank in the top tier across every room. Ochre yellow painted throughout a home can shave $18,164 off a home's value. , /PRNewswire/ -- Chocolate brown is back, and this time it's worth thousands. Painting a bedroom chocolate brown can add $2,277 to a home's offer price, according to Zillow's 2026 Paint Color Analysis. It's the highest-value interior color choice in this year's study. Zillow® research finds that today's buyers are drawn to warm, grounded interiors over all-white walls. In the living room, pale blue commands $1,723 more than white, and charcoal gray $1,509 more. In the bedroom, it's not just chocolate brown that beats white. Charcoal gray also commands higher offers, by $1,240, and sage green tops white by $1,035. "White will always be a timeless, versatile choice, but sellers who default to all-white walls everywhere may be leaving money on the table," said Amanda Pendleton, Zillow's home trends expert. "Buyers today respond to homes with soul, and paint is one of the easiest, most affordable ways to add personality and character to a space. The right colors can stop a shopper mid-scroll and instantly create an emotional connection, which ultimately drives higher offers. If a seller were to repaint the top performing color in each room, they could add more than $5,000 to their bottom line." Sage green is the new white Sage green emerges as the standout performer of 2026. It is the only color to rank in the top tier across every single room, scoring high points from buyers for the bathroom, living room and bedroom. This easy-to-live-with earth tone is the safest bet across the board. When painted in the bedroom, sage green could add more than $1,000 to offer prices; in the living room, nearly $500. Dark and moody kitchens deliver real ROI The moody kitchen trend is here to stay. Homes with charcoal gray and dark plum kitchens may get the highest offers, commanding an additional $1,373 and $867 respectively. If a seller can only repaint one room, the data points clearly to the kitchen: The range between the best and worst colors is nearly $8,000 (from charcoal gray at +$1,373 to ochre yellow at −$6,630), making it the highest-stakes room for color decisions. The $18,000 mistake to avoid The wrong colors carry real consequences. Ochre yellow is the single worst color a seller can paint their interior walls and may shave an estimated $18,164 off a home's offer price when painted in the kitchen, living room, bedroom and bathroom. When painted in the kitchen alone, this shade of dark gold could reduce offers by $6,630. Buyers may also offer nearly $8,000 less for homes with a bathroom painted fire-hydrant red. Pale pink ranks in the bottom three for every room, too, potentially costing sellers $6,013 in the bathroom and $4,201 in the kitchen. The bottom line for sellers Before pulling out the drop cloth and paint roller, homeowners should consult with a trusted local real estate agent for advice on what buyers are looking for in their particular neighborhood. The right paint color is a strong start, but savvy sellers pair it with a broader strategy: Test the market before going live. Zillow Preview℠ lets sellers introduce a home to the broadest audience of buyers before it officially goes active. Real-time signals such as saves, shares and tour requests help sellers and their agents refine their strategy before the listing hits the market. Highlight the right features. Outdoor amenities, personalized or custom features, and recent renovations contribute to higher sale prices, so sellers should flaunt them in their listings. Homes with outdoor kitchens, quartzite countertops or white oak floors sell for as much as 5.3% more. Win the scroll. Today's buyers fall in love online before they ever set foot in a home. Listings with high-resolution photography, virtual tours and interactive floor plans, which are all included in Zillow Showcase℠, tend to sell faster and for more money. Methodology This research was conducted by Zillow's behavioral science team, which surveyed more than 4,400 recent and prospective home buyers around the country. In the study, buyers were randomly assigned images of a home with interior spaces painted in one of 11 colors. Each color got a score based on how much buyers liked a home, how interested they were in buying the home, their likelihood of touring the home and the price they would be willing to pay for the home. About Zillow Group Zillow Group, Inc. (Nasdaq: Z and ZG) is reimagining real estate to make home a reality for more and more people. As the most visited real estate app and website in the United States, Zillow connects hundreds of millions of consumers with innovative technology, trusted agents and loan officers, and seamless digital solutions. With industry-leading tools and resources, Zillow supercharges real estate professionals so hey can grow their businesses and deliver exceptional client experiences. For renters and housing providers, Zillow offers not only a robust marketplace but a set of end-to-end products and services to streamline applications, leases, payments and more. Zillow's ecosystem spans the entire home journey — from dreaming and shopping to renting, buying, selling and financing. Zillow Group's affiliates, subsidiaries and brands include Zillow®, Zillow Premier Agent®, Zillow Home Loans®, Zillow Rentals®, Zillow® New Construction, Trulia®, StreetEasy®, Out East®, HotPads®, Follow Up Boss®, ShowingTime®, dotloop® and Zillow® Closing. All marks herein are owned by MFTB Holdco, Inc., a Zillow affiliate. Zillow Home Loans, LLC is an Equal Housing Lender, NMLS #10287 (www.nmlsconsumeraccess.org). © 2026 MFTB Holdco, Inc., a Zillow affiliate. (ZFIN) SOURCE Zillow Group, Inc. |
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Bronstein, Gewirtz & Grossman LLC Urges Zillow Group, Inc. Investors to Act: Class Action Filed Alleging Investor Harm | FMP Stock News | |
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New York, New York--(Newsfile Corp. - June 16, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/Z. Zillow Case Details The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that: Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times.What's Next for Zillow Investors? A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/Z, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff. No Cost to Zillow Investors We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful. Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action? Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com "Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC. Follow us for updates on LinkedIn, X, Facebook, or Instagram. Attorney advertising. Prior results do not guarantee similar outcomes. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301082 Source: Bronstein, Gewirtz & Grossman, LLC Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs. Contact Us |
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ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Zillow Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm - Z, ZG | FMP Stock News | |
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New York, New York--(Newsfile Corp. - June 16, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces it has filed a class action lawsuit on behalf of purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 10, 2026 in the securities class action first filed by the Firm.SO WHAT: If you purchased Zillow common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO NEXT: To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 10, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm achieved the largest ever securities class action settlement against a Chinese Company at the time. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers. DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff. Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm or on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm. Attorney Advertising. Prior results do not guarantee a similar outcome. ------------------------------- To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301728 Source: The Rosen Law Firm PA Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs. Contact Us |
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Deadline Approaching: Zillow Group, Inc. (Z, ZG) Shareholders Who Lost Money Urged To Contact Law Offices of Howard G. Smith | FMP Stock News | |
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BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith reminds investors of the upcoming August 10, 2026 deadline to file a lead plaintiff motion in the case filed on behalf of investors who purchased Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ: Z, ZG) Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the “Class Period”).IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ZILLOW GROUP, INC. (Z, ZG), CONTACT THE LAW OFFICES OF HOWARD G. SMITH TO PA. |
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Z, ZG Investor News: A Class Action Was Filed on Behalf of Zillow Investors That Lost Money – Contact BFA Law Before August 10 Legal Deadline | FMP Stock News | |
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A securities fraud class action lawsuit has been filed on behalf of Zillow investors after its stock plummeted over 16% because of Zillow’s alleged anticompetitive agreement with Redfin, potentially violating federal securities laws.NEW YORK--(BUSINESS WIRE)--Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ:Z, ZG) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from potential violations of the federal securities laws. A securities fraud class action lawsuit has been filed on behalf of Zillow investors after its stock plummeted over 16% because of Zillow’s alleged anticompetitive agreement with Redfin, potentially violating federal securities laws. ShareIf you invested in Zillow, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/zillow-class-action-lawsuit. Key Details of the Zillow ($Z, $ZG) Class Action: Lead Plaintiff Deadline: August 10, 2026Alleged Misconduct: Securities fraud relating to Zillow’s allegedly anticompetitive agreement with Redfin CorporationLargest Alleged Stock Drop: February 11, 2026 – 16.54% Stock Drop on Class C shares; 17.13% Stock Drop on Class A shares.Court: U.S. District Court for the Western District of WashingtonAction: Contact BFA Law to discuss your rightsInvestors have until August 10, 2026 to ask the Court to be appointed to lead the case. The complaint asserts securities fraud claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Zillow Class C and Class A common stock. The class action is pending in the U.S. District Court for the Western District of Washington. It is captioned Breidert v. Zillow Group, Inc., et al., No. 26-cv-02016. Why is Zillow Being Sued for Securities Fraud? On February 6, 2025, Zillow entered into an agreement with Redfin through which Zillow became the exclusive provider of multifamily rental listings on Redfin’s platform and affiliate websites, including Rent.com. According to the complaint, during the relevant period, Zillow characterized the agreement with Redfin as a “partnership” that would provide Zillow exclusive access to Redfin’s advertising platform. As alleged, in truth, under the terms of the agreement, Zillow paid Redfin $100 million to stop competing with Zillow, facilitate the transition of its multifamily rental advertising business to Zillow, and close the remainder of its business. Why did Zillow’s Stock Drop? On September 30, 2025, the FTC filed a complaint against Zillow and Redfin alleging violations of the federal antitrust laws. According to the FTC complaint, “Zillow and Redfin executed an unlawful agreement to remove competition from [the online rental marketplaces industry], starting with a $100 million payment to Redfin to exit the [Internet Listing Services] market.” In sum, the FTC alleged, “[t]his agreement is nothing more than an end run around competition on the merits with Redfin for customers…” This news caused the price of Zillow’s Class C and A common stock to decline 4.33% and 4.5%, respectively. On February 10, 2026, Zillow’s CFO told investors that Zillow experienced increased legal expenses which “will result in approximately 200 basis points headwind to EBITDA margins in Q1.” On this news, the price of Zillow’s Class C and A common stock declined 16.54%, and 17.13%, respectively. Finally, on May 7, 2026, Reuters reported that a “federal judge rejected [Zillow and Redfin’s] request to end a [FTC] lawsuit accusing them of illegally agreeing to suppress competition for online apartment rental listings.” This news caused the price of Zillow’s Class C and A common stock to decline 1.9% and 1.76%, respectively. Click here for more information: https://www.bfalaw.com/cases/zillow-class-action-lawsuit. What Can You Do? If you invested in Zillow, you may have legal options and are encouraged to submit your information to the firm. All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses. Submit your information by visiting: https://www.bfalaw.com/cases/zillow-class-action-lawsuit Or contact: Adam McCall [email protected] 212.789.3619 Why Bleichmar Fonti & Auld LLP? BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named “Elite Trial Lawyers” by the National Law Journal, “Litigation Stars” by Benchmark Litigation, among the top “500 Leading Plaintiff Financial Lawyers” by Lawdragon, “Titans of the Plaintiffs’ Bar” by Law360 and “SuperLawyers” by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.’s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd. For more information about BFA and its attorneys, please visit https://www.bfalaw.com. https://www.bfalaw.com/cases/zillow-class-action-lawsuit Attorney advertising. Past results do not guarantee future outcomes. |
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Zillow Group Securities Fraud Class Action Arising from Alleged Anticompetitive Agreement and Related Regulatory Risks - Investors May Contact Lewis Kahn, Esq., at Kahn Swick & Foti, LLC | FMP Stock News | |
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New York, New York and New Orleans, Louisiana--(Newsfile Corp. - June 16, 2026) - Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with substantial losses that they have until August 10, 2026 to file lead plaintiff applications in a securities class action lawsuit against Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) ("Zillow" or the "Company"), if they purchased or otherwise acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the "Class Period"). This action is pending in the United States District Court for the Western District of Washington.Cannot view this video? Visit: https://www.youtube.com/watch?v=hIyQUNEoCGc What You May Do If you purchased shares of Zillow as described above and would like to discuss your legal rights and how this case might affect you and your right to recover for your economic loss, you may, without obligation or cost to you, contact KSF Managing Partner Lewis Kahn toll-free at 1-877-515-1850 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-zg-z/?prs=nf to learn more. If you wish to serve as a lead plaintiff in this class action, you must petition the Court by August 10, 2026. CLICK HERE for more information About the Lawsuit Zillow and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws. The alleged false and misleading statements and omissions include, but are not limited to, that: (i) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (ii) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (iii) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (iv) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. The case is Breidert v. Zillow Group, Inc., et al., 26-cv-02016. To Learn More, Click HERE About Kahn Swick & Foti, LLC KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors, in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg. TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services To learn more about KSF, you may visit www.ksfcounsel.com. For More Information about the case, Click HERE CONNECT WITH US: Facebook || Instagram || YouTube || TikTok || LinkedIn To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301782 Source: Kahn Swick & Foti, LLC Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs. Contact Us |
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ZILLOW CLASS ACTION ALERT: Bragar Eagel & Squire, P.C. Announces that a Class Action Lawsuit Has Been Filed Against Zillow Group, Inc. and Encourages Investors to Contact the Firm | FMP Stock News | |
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Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Zillow (Z) To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648. Click here to participate in the action. NEW YORK, June 16, 2026 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (“Zillow” or the “Company”) (NASDAQ:Z) in the United States District Court for the Western District of Washington on behalf of all persons and entities who purchased or otherwise acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”). Investors have until August 10, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit. Allegation Details: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. Next Steps: If you purchased or otherwise acquired Zillow shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you. About Bragar Eagel & Squire, P.C.: Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes. Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn. Contact Information: Bragar Eagel & Squire, P.C. Brandon Walker, Esq. Melissa Fortunato, Esq. (212) 355-4648 [email protected] www.bespc.com |
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Forget Walmart: This E-Commerce and Fintech Giant Is Growing 40% YoY and Is a Better Buy | FMP Stock News | |
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© courtesy of Walmart Inc.Walmart (NYSE:WMT | WMT Price Prediction) is the comfort trade of 2026, hitting fresh highs on the back of a 29% one-year gain and a reputation as the retailer that always finds a way. But here’s what you should actually be watching. The Hot Ticker Is Quietly Breaking Walmart now trades at a trailing PE of 43 and a forward PE of 41, which is what investors used to pay for hyper-growth software. What are they getting for it? Quarterly revenue growth of 7.3% YoY, a net profit margin of 3.14%, and a dividend yield of 0.79%. The most recent quarter barely cleared the bar: revenue of $175.68B grew 6.1% YoY while adjusted EPS of $0.66 narrowly beat expectations, both rounding errors. The real tell is underneath the headline. Free cash flow turned negative at $1.9 billion as capex surged 34% YoY to $6.68 billion. Operating cash flow fell 12.4% YoY. Return on investment slipped 40 basis points to 14.9%. And management is still flagging IEEPA tariff uncertainty as an unresolved risk. This is a mature retailer paying a growth multiple while its cash generation goes the wrong way. The PEG ratio sums it up: 4.77. The Better Buy Is Growing Ten Times Faster MercadoLibre (NASDAQ:MELI) is the Latin American e-commerce and fintech operator the headline-chasers are ignoring, and that is exactly the setup retirement money should want. Three reasons it belongs in the portfolio Walmart is crowding out. 1. Growth velocity that is not slowing. Q1 2026 revenue hit $8.85 billion, up 49.03% YoY, the company’s strongest growth rate since Q2 2022. Commerce grew 47% YoY; fintech grew 51% YoY. Brazil revenue grew 55% YoY in USD, Mexico 62%. Operating cash flow more than doubled to $2.08 billion, +119.81% YoY. 2. A fintech engine built for inflation. Mercado Pago’s monthly active users hit 83 million, +29% YoY, with AUM near $20 billion, +77% YoY. The credit portfolio grew 104% YoY to $6.6 billion with 2.7 million cards issued in the quarter. With over half of Mexico’s population using informal credit and Argentina credit-to-GDP at one-fifth of Brazil’s level, this is structural penetration with a long runway. 3. Valuation and insider conviction line up. MELI’s PEG ratio is 0.98 against a forward PE of 31. Director Alejandro Aguzin spent open-market dollars on 600 shares at roughly $1,655 on May 22, 2026, the kind of deliberate accumulation boards rarely do at tops. Analyst consensus sits at $2,216.96 against today’s $1,646.36, with the stock down 30.59% over the past year. That is the discount. The Action Walmart at 43 times earnings with shrinking cash flow is a crowded defensive trade dressed up as a growth story. MercadoLibre at 42 times trailing earnings is growing ten times faster, compounding a fintech book at triple digits, and trading well below its 52-week high of $2,645.22. For retirement investors weighing the two, the data points to a wide valuation and growth gap, with MELI trading at a discount to consensus while WMT trades at a growth multiple on decelerating cash flow. |
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Why the Market Dipped But MercadoLibre (MELI) Gained Today | FMP Stock News | |
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In the latest close session, MercadoLibre (MELI - Free Report) was up +1.68% at $1,674.08. The stock exceeded the S&P 500, which registered a loss of 0.57% for the day. Meanwhile, the Dow experienced a rise of 0.64%, and the technology-dominated Nasdaq saw a decrease of 1.15%.The operator of an online marketplace and payments system in Latin America's stock has climbed by 3.81% in the past month, exceeding the Retail-Wholesale sector's loss of 3.04% and the S&P 500's gain of 2.14%. Analysts and investors alike will be keeping a close eye on the performance of MercadoLibre in its upcoming earnings disclosure. On that day, MercadoLibre is projected to report earnings of $8.69 per share, which would represent a year-over-year decline of 15.71%. At the same time, our most recent consensus estimate is projecting a revenue of $9.77 billion, reflecting a 43.9% rise from the equivalent quarter last year. In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $40.97 per share and a revenue of $40.36 billion, indicating changes of +3.98% and +39.68%, respectively, from the former year. Investors should also take note of any recent adjustments to analyst estimates for MercadoLibre. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. As of now, MercadoLibre holds a Zacks Rank of #5 (Strong Sell). In terms of valuation, MercadoLibre is presently being traded at a Forward P/E ratio of 40.19. This represents a premium compared to its industry average Forward P/E of 16.73. We can additionally observe that MELI currently boasts a PEG ratio of 1.01. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Internet - Commerce was holding an average PEG ratio of 1.01 at yesterday's closing price. The Internet - Commerce industry is part of the Retail-Wholesale sector. Currently, this industry holds a Zacks Industry Rank of 109, positioning it in the top 45% of all 250+ industries. The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. You can find more information on all of these metrics, and much more, on Zacks.com. |
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Solidion Technology Announced AI-Assisted Design and Manufacturing Technology of Bipolar Solid-State Batteries for Space Vehicles, Ground, Sea, Air and Infrastructure | FMP Stock News | |
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The company's revolutionary, patented bipolar electrode-to-pack technology increases the battery energy and power densities; reducing weight, volume, and cost, /PRNewswire/ -- Solidion Technology, Inc. (Nasdaq: STI), an advanced battery technology solutions provider, today unveiled their patented bipolar electrode-to-pack (BEEP) battery technology, engineered to power electric vertical take-off and landing (eVTOL) aircraft, drones, robots, AI data centers, space infrastructure and devices. Conventional Monopolar Battery vs Bipolar Battery Architecture Rather than making individual cells and modules, Solidion's AI-assisted designed BEEP technology entails directly stacking and connecting bipolar electrodes and solid electrolyte layers in series and in parallel to produce a solid-state battery pack that delivers exceptional power and energy densities. Solid-state batteries are expected to revolutionize the electric vehicle and space industries with their inherent safety, fast charging, significantly extended driving or flying range on a single battery charge. However, two major issues have prevented the wide-spread commercialization of solid-state lithium batteries: the difficulty and high cost of manufacturing solid-state batteries and the limited space and payload weight available in an EV for ground, sea, air, or space transportation to accommodate a bulky and heavy battery system. Current battery pack designs devote much of that space to fire mitigation, a large number of connectors between cells or modules, and large volumes of protective housing materials. Solidion's BEEP technology solves both this design issue and reduces the manufacturing challenges, while contributing to reduced battery weight, volume and cost. This is accomplished owing to the BEEP pack requiring only one casing and a small number of connectors – instead of the hundreds of housings and connectors in today's batteries. The bipolar electrode stacking procedure is intrinsically simpler and easier when compared to making individual cells and using external cables to connect multiple pre-fabricated cells. Jaymes Winters, Chief Executive Officer of Solidion Technology, stated: "BEEP represents a fundamental rethinking of how battery packs are built. By eliminating the redundant housings, connectors, and fire mitigation systems that burden conventional designs, we've created a pathway to batteries that are lighter, smaller, safer, and less expensive to manufacture — precisely the attributes demanded by next-generation eVTOL, space, and AI infrastructure applications. We believe this technology positions Solidion at the forefront of the solid-state battery revolution." About Solidion Technology, Inc. Headquartered in Dallas, Texas, with pilot production facilities in Dayton, Ohio, Solidion Technology (NASDAQ: STI) is an advanced battery technology solutions provider focused on manufacturing next-generation battery materials and components, and developing high-performance batteries for energy storage, including UPS systems serving the AI data center market, electric vehicles, and aerospace applications. The Company holds a portfolio of over 385 patents, covering innovations such as high-capacity, silane-gas-free and graphene-enabled silicon anodes, biomass-based graphite, and advanced lithium-sulfur and lithium-metal technologies. For more information, please visit www.solidiontech.com or contact Investor Relations. Cautionary Note Regarding Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Solidion Technology Inc. (NASDAQ: STI) (the "Company," "Solidion," "we," "our" or "us") desires to take advantage of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 and is including this cautionary statement in connection with this safe harbor legislation. The words "forecasts," "believe," "may," "estimate," "continue," "anticipate," "intend," "should," "plan," "could," "target," "potential," "is likely," "expect," and similar expressions, as they relate to us, are intended to identify forward-looking statements. We undertake no obligation to publicly update any forward-looking statements, whether as a result of new information, future developments, or otherwise, except as may be required by law. SOURCE Solidion Technology, Inc. |
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2026-06-16 10:31
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Brokers Suggest Investing in Sea Limited (SE): Read This Before Placing a Bet | FMP Stock News | |
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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Sea Limited Sponsored ADR (SE - Free Report) . Sea Limited currently has an average brokerage recommendation (ABR) of 1.38, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 20 brokerage firms. An ABR of 1.38 approximates between Strong Buy and Buy. Of the 20 recommendations that derive the current ABR, 15 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 75% and 10% of all recommendations. Brokerage Recommendation Trends for SE Check price target & stock forecast for Sea Limited here>>> The ABR suggests buying Sea Limited, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation. Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation. This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements. Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision. ABR Should Not Be Confused With Zacks RankIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures. Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5. Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide. In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research. In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks. Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements. Is SE a Good Investment?Looking at the earnings estimate revisions for Sea Limited, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $4.24. Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Sea Limited. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Sea Limited. |
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Should Value Investors Buy Occidental Petroleum (OXY) Stock? | FMP Stock News | |
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The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving room for profits. Zacks has developed the innovative Style Scores system to highlight stocks with specific traits. For example, value investors will be interested in stocks with great grades in the "Value" category. When paired with a high Zacks Rank, "A" grades in the Value category are among the strongest value stocks on the market today. One company to watch right now is Occidental Petroleum (OXY - Free Report) . OXY is currently sporting a Zacks Rank #2 (Buy), as well as an A grade for Value. Another valuation metric that we should highlight is OXY's P/B ratio of 1.63. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. This company's current P/B looks solid when compared to its industry's average P/B of 1.70. OXY's P/B has been as high as 1.94 and as low as 1.27, with a median of 1.65, over the past year. Value investors also use the P/S ratio. The P/S ratio is calculated as price divided by sales. Some people prefer this metric because sales are harder to manipulate on an income statement. This means it could be a truer performance indicator. OXY has a P/S ratio of 2.29. This compares to its industry's average P/S of 2.84. Finally, we should also recognize that OXY has a P/CF ratio of 4.59. This figure highlights a company's operating cash flow and can be used to find firms that are undervalued when considering their impressive cash outlook. OXY's P/CF compares to its industry's average P/CF of 5.27. Over the past 52 weeks, OXY's P/CF has been as high as 4.78 and as low as 3.32, with a median of 4.31. Value investors will likely look at more than just these metrics, but the above data helps show that Occidental Petroleum is likely undervalued currently. And when considering the strength of its earnings outlook, OXY sticks out as one of the market's strongest value stocks. |
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This Stock Is Up 58% This Year. Is It too Late to Buy? | FMP Stock News | |
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Intellia Therapeutics (NTLA 2.48%), a clinical-stage biotech company, did not start the year on a strong note. The company was dealing with regulatory issues: The U.S. Food and Drug Administration had put a pair of its phase 3 studies on clinical hold following the death of a patient from liver damage. However, Intellia Therapeutics was able to overcome that obstacle and resume its late-stage clinical trials. And since then, the company has made even more progress on the clinical front, helping send its stock price much higher. Shares are up 58% year to date. Is it still time to invest in Intellia Therapeutics?Image source: Getty Images. A promising gene editing treatment On April 27, Intellia Therapeutics announced positive results from a phase 3 clinical trial for one of its leading candidates, lonvo-z. This investigational gene-editing medicine targets hereditary angioedema (HAE), a rare genetic condition that causes painful swelling attacks across the body. Although there are standards of care for this condition, there is no permanent cure. The disease, although very rare (it affects about one person in 50,000), places a significant financial burden on patients, their families, and the healthcare system. Lonvo-z could help address some of those issues as a one-time gene editing treatment for HAE. But is it effective? The phase 3 data Intellia Therapeutics recently released tells us that it is. In the study, patients who received a single infusion of lonvo-z had an 87% reduction in attacks compared with those who received a placebo after about six months of treatment. Further, 62% of patients who received lonvo-z were completely free of attacks, compared with just 11% in the placebo group. Intellia Therapeutics has begun submitting an application to the FDA for approval of lonvo-z. It plans to launch the medicine in the first half of 2027. Looking at the commercial opportunity Lonvo-z could become the standard of care in HAE. How much in sales might the medicine generate at its peak? First, note that since it affects one person in 50,000, that means there are roughly 7,000 people in the U.S. who suffer from it. That seems like a small patient population. However, gene editing treatments tend to be expensive. We don't know how much lonvo-z will cost if it earns approval, but it wouldn't be surprising if it goes for several hundred thousand dollars, perhaps even over $1 million. It's also worth noting that lonvo-z is an in vivo gene editing therapy. Today's Change ( -2.48 %) $ -0.37 Current Price $ 14.55 That means it avoids the complex cell collection and editing process that ex vivo methods typically require and that can take weeks to complete. In fact, lonvo-z is administered in just two to four hours, after which the patient can go home. This will make the medicine much more attractive to health insurance companies and other third-party payers, as well as to patients and their families. For the sake of argument, let's suppose lonvo-z will be priced at $1 million per treatment course, while keeping in mind that, since this is a one-time gene-editing treatment, once a patient receives the therapy, they are no longer in the addressable pool. So, it could have a total addressable opportunity of $7 billion in the U.S. It likely won't capture this entire opportunity on its own. Assuming a 50% penetration rate, we could estimate lonvo-z's lifetime sales at about $3.5 billion in the country. And since it will take a while to ramp up revenue for the medicine, annual peak sales may never get to $1 billion. Is Intellia Therapeutics stock a buy? The market is well aware that even though lonvo-z looks promising, its commercial opportunity in HAE is fairly small. That's why even after its impressive run this year, Intellia Therapeutics is worth just about $2.1 billion. In my view, that's a somewhat fair valuation given lonvo-z's potential. However, Intellia Therapeutics has other pipeline candidates that could be even more promising. Nex-z, the medicine whose phase 3 studies were put on clinical hold by the FDA, is being investigated in patients with transthyretin amyloidosis (ATTR). This progressive genetic condition leads to various cardiovascular (and other) symptoms and can be life-threatening. Intellia Therapeutics is developing nex-z in partnership with Regeneron Pharmaceuticals (REGN 0.04%). There are between 250,000 and 500,000 patients with ATTR worldwide, and there is a significant need for new treatment options. Provided nex-z can ace its ongoing late-stage clinical trials, Intellia Therapeutic' prospects will get much brighter, and its shares will soar. We likely won't see results for nex-z's ongoing studies until next year, though, given that Intellia Therapeutics plans to complete enrollment for one of the studies in the second half of 2026. Intellia Therapeutics has enough cash on hand to keep the lights on through all this, though, at least until 2028, according to management. And the collaboration with a biotech giant of Regeneron's stature can help in that department as well. With all that said, what should investors do? There is a significant risk in investing in a clinical-stage company, particularly one specializing in gene editing. Unforeseen clinical and regulatory setbacks are fairly common in this niche. And if that does happen to Intellia, its share price will drop off a cliff. However, for investors comfortable with significant volatility, Intellia Therapeutics might offer ample upside if it can execute its strategy nearly flawlessly over the next few years. |
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SpaceX Just Passed TSM. Can It Overtake Amazon This Week? | FMP Stock News | |
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SpaceX (NASDAQ:SPCX) spent more than two decades transforming itself from an ambitious rocket startup into one of the world’s most important technology companies. Today, it dominates commercial space launches, operates the largest satellite internet network through Starlink, and has expanded into markets that span telecommunications, defense, aerospace, and space exploration. Led by Elon Musk, the company sits at the center of several industries measured in the trillions of dollars, giving investors a rare opportunity to buy a business with multiple long-term growth drivers under one roof. That combination of market leadership and future potential helps explain why SpaceX’s public debut captured so much attention. The company held the largest IPO in history last Friday, raising $75 billion and entering the market with a valuation of $1.8 trillion. Investors wasted little time bidding shares higher, and the rally has quickly propelled SpaceX up the ranks of the world’s most valuable companies. SpaceX Is Already Climbing the Market-Cap Rankings SpaceX raised $75 billion in its IPO last Friday and entered the public markets with a valuation of approximately $1.8 trillion. That immediately made SPCX the world’s eighth-largest publicly traded company. But the market wasn’t finished buying. While the space company closed its first trading day 19% higher, lifting its market capitalization to roughly $2.1 trillion, Monday brought another wave of buying. The stock gained 19.6% more, adding approximately $412 billion in market value in a single session and pushing its valuation to $2.52 trillion. That move allowed SpaceX to pass Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) and claim the No. 7 spot among the world’s most valuable companies. Here’s how the leaderboard currently looks: Rank Company Market Value 1. Nvidia (NASDAQ:NVDA) $5.14 trillion 2. Alphabet (NASDAQ:GOOG) $4.47 trillion 3. Alphabet (NASDAQ:GOOGL) $4.47 trillion 4 Apple (NASDAQ:AAPL) $4.35 trillion 5 Microsoft (NASDAQ:MSFT) $2.97 trillion 6 Amazon (NASDAQ:AMZN) $2.65 trillion 7 SpaceX $2.52 trillion 8 Taiwan Semiconductor Manufacturing $2.29 trillion The next target is obvious. Amazon’s $2.65 trillion valuation sits only about 5.2% above SpaceX’s current value. Amazon Is Within Reach, Microsoft Is Possible. At its current pace, overtaking Amazon should be easy as it would not require much additional appreciation. A gain of roughly 5.2% would be enough to move SpaceX into sixth place. Microsoft presents a slightly larger hurdle, but not an impossible one. With a market capitalization of $2.97 trillion, Microsoft stands about 18% above SpaceX’s current valuation. That is still within the realm of possibility during the early stages of a hot IPO. It could reach it by week’s end if the momentum continues. The challenge grows much steeper after that. Apple, currently the fourth-largest company, carries a market capitalization of $4.35 trillion. That is approximately 72% larger than SpaceX’s current value. For a company already worth more than $2.5 trillion, adding nearly $2 trillion in market value is no small task. IPO Euphoria Doesn’t Last Forever History offers an important lesson for investors. Mega-IPOs often experience a period of enthusiasm immediately after listing as institutions, retail investors, and momentum traders compete for shares. That said, the initial excitement rarely lasts indefinitely. Many high-profile IPOs spend months — or even years — working through lofty expectations after the first burst of enthusiasm fades. The larger the company, the harder it becomes to sustain rapid gains because each percentage increase represents hundreds of billions of dollars in additional value. SpaceX remains a unique business. It dominates commercial launches, has a growing satellite business, and benefits from the leadership of Elon Musk. Its long-term growth prospects appear substantial. Granted, a great company is not automatically a great investment at every price. Valuation still matters. Investors who buy solely because a stock is rising often discover that momentum can reverse just as quickly, particularly with IPOs. Key Takeaway In short, SpaceX’s debut has been extraordinary. A $75 billion IPO, a rise from $1.8 trillion to $2.52 trillion in two trading sessions, and already placing seventhmfst among the world’s most valuable companies is a remarkable achievement. Amazon sits only 5.2% away, and Microsoft is within 18%. Apple, however, remains in another league altogether. Regardless of where SpaceX ranks next week, investors should focus on a more important question: Would they be comfortable owning the company for the next decade? Successful investing is rarely about making a quick buck. It is about buying exceptional businesses, holding them through market cycles, and allowing compounding to do the heavy lifting over years and decades. SpaceX may ultimately reward patient shareholders. Chasing hype, however, has a much less reliable track record. |
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It | FMP Stock News | |
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TSMC (TSM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this chip company have returned +11.5% over the past month versus the Zacks S&P 500 composite's +2.1% change. The Zacks Semiconductor - Circuit Foundry industry, to which TSMC belongs, has gained 9.2% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, TSMC is expected to post earnings of $3.69 per share, indicating a change of +49.4% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.9% over the last 30 days. The consensus earnings estimate of $15.3 for the current fiscal year indicates a year-over-year change of +43.7%. This estimate has changed +0.3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $19.07 indicates a change of +24.7% from what TSMC is expected to report a year ago. Over the past month, the estimate has changed +0.4%. With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for TSMC. The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth. For TSMC, the consensus sales estimate for the current quarter of $39.76 billion indicates a year-over-year change of +32.2%. For the current and next fiscal years, $161.88 billion and $204.92 billion estimates indicate +32.2% and +26.6% changes, respectively. Last Reported Results and Surprise HistoryTSMC reported revenues of $35.9 billion in the last reported quarter, representing a year-over-year change of +40.6%. EPS of $3.49 for the same period compares with $2.12 a year ago. Compared to the Zacks Consensus Estimate of $35.5 billion, the reported revenues represent a surprise of +1.13%. The EPS surprise was +5.44%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period. ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects. Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. TSMC is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about TSMC. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term. |
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Is It Worth Investing in TSMC (TSM) Based on Wall Street's Bullish Views? | FMP Stock News | |
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Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about TSMC (TSM - Free Report) . TSMC currently has an average brokerage recommendation (ABR) of 1.35, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 17 brokerage firms. An ABR of 1.35 approximates between Strong Buy and Buy. Of the 17 recommendations that derive the current ABR, 13 are Strong Buy and two are Buy. Strong Buy and Buy respectively account for 76.5% and 11.8% of all recommendations. Brokerage Recommendation Trends for TSM Check price target & stock forecast for TSMC here>>> The ABR suggests buying TSMC, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation. Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision. Zacks Rank Should Not Be Confused With ABRIn spite of the fact that Zacks Rank and ABR both appear on a scale from 1 to 5, they are two completely different measures. Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5. It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them. On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks. There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices. Should You Invest in TSM?In terms of earnings estimate revisions for TSMC, the Zacks Consensus Estimate for the current year has increased 0.3% over the past month to $15.3. Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for TSMC. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Therefore, the Buy-equivalent ABR for TSMC may serve as a useful guide for investors. |
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2026-06-17 08:01
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Ways AAPL Will Beat Memory Shortages & ARM, TSM Importance to Apple | FMP Stock News | |
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Supply chain bottlenecks and margin pressures are two key headwinds Ali Mogharabi sees for Apple (AAPL) that can hit what he considers strong demand for its products. A memory shortage making tech products more expensive adds to those uncertainties, though Ali believes Apple can pass rising costs onto the consumer. |
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2026-06-17 08:01
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2026-06-16 18:45
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TSMC (TSM) Registers a Bigger Fall Than the Market: Important Facts to Note | FMP Stock News | |
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In the latest close session, TSMC (TSM - Free Report) was down 3.53% at $425.83. This change lagged the S&P 500's daily loss of 0.57%. Elsewhere, the Dow gained 0.64%, while the tech-heavy Nasdaq lost 1.15%.The chip company's stock has climbed by 11.48% in the past month, exceeding the Computer and Technology sector's gain of 2.85% and the S&P 500's gain of 2.14%. Investors will be eagerly watching for the performance of TSMC in its upcoming earnings disclosure. The company's upcoming EPS is projected at $3.69, signifying a 49.39% increase compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $39.76 billion, indicating a 32.23% increase compared to the same quarter of the previous year. Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $15.3 per share and revenue of $161.88 billion. These totals would mark changes of +43.66% and +32.22%, respectively, from last year. It's also important for investors to be aware of any recent modifications to analyst estimates for TSMC. These latest adjustments often mirror the shifting dynamics of short-term business patterns. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.32% higher within the past month. TSMC presently features a Zacks Rank of #2 (Buy). With respect to valuation, TSMC is currently being traded at a Forward P/E ratio of 28.86. This represents no noticeable deviation compared to its industry average Forward P/E of 28.86. It's also important to note that TSM currently trades at a PEG ratio of 1.29. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. TSM's industry had an average PEG ratio of 1.29 as of yesterday's close. The Semiconductor - Circuit Foundry industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 6, which puts it in the top 3% of all 250+ industries. The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. You can find more information on all of these metrics, and much more, on Zacks.com. |
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2026-06-17 08:01
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2026-06-16 10:51
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Abbott's CGM Growth Story Stays Intact Despite Q1 Moderation | FMP Stock News | |
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Key Takeaways Abbott's CGM sales rose 7.5% to $2 billion in Q1, impacted by tender renewal delays and tough comparisons.ABT expects CGM to return to double-digit growth in Q2, supported by market trends and innovation.Abbott expanded Libre with dual glucose-ketone sensors, AI features and broader Lingo app access. Abbott’s (ABT - Free Report) continuous glucose monitoring (CGM) business is a key driver within its Diabetes Care division, although the pace moderated in the first quarter of 2026. Sales rose 7.5% to $2 billion, reflecting a delay in the renewal process tied to an international tender, as well as a difficult comparison to the prior year related to the shelf restocking dynamics. On a promising note, management expects CGM to return to double-digit growth in the second quarter.The Libre portfolio, Abbott’s flagship CGM franchise, is used by more than 8 million people across more than 60 countries. Looking at the broader trend, the business added more than $1 billion in sales in 2025 for the third consecutive year. Abbott pins its success in CGM to favorable underlying market fundamentals, cost and scale advantages and continued innovation, which have supported adoption across all of the various user groups. More recently, the company broadened the portfolio with CE Mark approval for Libre Duo and Libre Duo 10 Day, described as the world's first dual glucose???ketone sensing technology for people with diabetes. The systems provide real-time visibility into glucose levels for daily diabetes management as well as rising ketones associated with diabetic ketoacidosis (DKA). Shortly afterward, Medtronic’s Diabetes carve-out, MiniMed, expanded its agreement with Abbott to commercialize these dual glucose-ketone sensors for exclusive integration with MiniMed smart dosing systems. Another landmark study conducted across 24 U.K. clinical sites and involving 303 participants found that people using FreeStyle Libre CGM achieved better glucose outcomes than those relying on traditional fingersticks. Earlier this year, Abbott introduced Libre Assist, a generative AI-powered feature within the Libre app that helps users predict how food choices affect their glucose levels and provides personalized meal guidance. In late 2025, Abbott also expanded its over-the-counter CGM and app, Lingo, to Android devices, extending access to real-time glucose data to more people. Updates From ABT’s Industry PeersDexCom (DXCM - Free Report) recently announced results from the CONNECT randomized controlled trial, demonstrating clinically significant benefit for all adult Type 2 non-insulin using patients regardless of age, gender, ethnicity, baseline A1C, body mass index, education level, income and insurance coverage. It also showed an additional clinically significant reduction in A1C when using Dexcom G7 with various combinations of current standards of care diabetes medication, including metformin, GLP-1s and SGLT2s. Insulet (PODD - Free Report) announced new clinical results highlighting the next breakthroughs in tubeless Automated Insulin Delivery (AID) systems. Results from the STRIVE pivotal trial and the EVOLUTION 3 feasibility study showed meaningful improvements in glucose control for people with diabetes using Insulet’s future AID system — Omnipod 6 — and fully closed-loop system for type 2 diabetes. The Zacks Rundown for ABT StockOver the past three months, ABT shares have plunged 19.9% compared with the industry’s 14.4% decline. Image Source: Zacks Investment Research Abbott is trading at a forward, five-year Price/Sales (P/S) of 2.94X, lower than its median, but above the industry average. Image Source: Zacks Investment Research Here’s how estimates for Abbott’s 2026 and 2027 earnings are shaping up. Image Source: Zacks Investment Research Abbott currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. |
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2026-06-17 08:00
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2026-06-16 08:47
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Health Care ETFs: XLV Delivers Low Fees and Solid Returns | FMP Stock News | |
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Choosing between the State Street Health Care Select Sector SPDR ETF (XLV +0.03%) and the iShares U.S. Healthcare ETF (IYH 0.08%) often comes down to a preference for lower fees versus broader diversification.Both funds provide concentrated exposure to the U.S. healthcare market, encompassing pharmaceutical giants and medical technology companies. While they share top holdings like Eli Lilly and Co. (LLY 0.62%), Johnson & Johnson (JNJ 0.18%), and AbbVie Inc. (ABBV +0.47%), differences in cost and market-cap concentration could significantly impact long-term results. Snapshot (cost & size)MetricIYHXLVIssueriSharesSPDRExpense ratio0.38%0.08%1-yr return (as of June 8, 2026)15.30%15.60%Dividend yield1.20%1.70%Beta0.580.57AUM$3.2 billion$39.2 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. The State Street Health Care Select Sector SPDR ETF is notably more affordable, with an expense ratio of 0.08% compared to the 0.38% charged by the iShares U.S. Healthcare ETF. For income-focused investors, XLV also offers a higher payout, providing more yield per dollar invested than IYH. Performance & risk comparisonMetricIYHXLVMax drawdown (5 yr)(17.90%)(17.10%)Growth of $1,000 over 5 years (total return)$1,273$1,342What's insideThe State Street Health Care Select Sector SPDR ETF (XLV) provides exposure to 60 healthcare companies specifically selected from the S&P 500. Its largest positions include Eli Lilly and Co. at 16.52%, Johnson & Johnson at 10.15%, and AbbVie Inc. at 7.15%. Launched in 1998, it has paid $2.51 per share over the trailing 12 months. Its portfolio is 100% weighted toward the healthcare sector and excludes smaller companies not found in the large-cap benchmark. The iShares U.S. Healthcare ETF (IYH) holds a larger basket of 102 stocks, which may appeal to those seeking exposure to mid-cap companies alongside large-cap leaders. Its largest positions include Eli Lilly and Co. at 16.17%, Johnson & Johnson at 9.81%, and AbbVie Inc. at 6.94%. Launched in 2000, it has a trailing-12-month dividend of $0.81 per share. Like its counterpart, it maintains 100% exposure to the healthcare sector but offers slightly broader diversification across market capitalizations. For more guidance on ETF investing, check out the full guide at this link. Which looks like the better buyThe State Street Health Care Select Sector SPDR ETF (XLV) and the iShares U.S. Healthcare ETF (IYH) are both viable choices for those who are seeking exposure to the U.S. healthcare sector. Let’s see how these exchange-traded funds (ETFs) compare to one another. First, there’s XLV. This fund has a history stretching back nearly 30 years, to 1998, making it one of the first sector-focused ETFs. Over its long history, the fund has performed well. Its 812% return over its lifetime equates to a compound annual growth rate (CAGR) of 8.4%. The benchmark S&P 500, by comparison, has generated a total return of 907% and a CAGR of 8.8% over this same period. In other words, the XLV has slightly underperformed the market over its lifetime — but not by much. In addition, there were long stretches during which XLV outperformed. At any rate, XLV offers investors wide exposure to the healthcare sector at an affordable price; the fund’s expense ratio is only 0.08%. As for income, the fund has a respectable dividend yield of 1.6%. Turning to IYH, this fund has a similarly long history, having been started in 2000. Over its lifetime, the fund has generated a total return of 596%, equating to a CAGR of 7.7%. However, the S&P 500 has delivered better returns, with a 728% total return and an 8.5% CAGR over the same period. As for fees, IYH has higher fees compared to XLV, with an expense ratio of 0.38%. Its dividend yield, meanwhile, is lower at 1.3%. In summary, many investors, particularly buy-and-hold investors, may favor XLV due to its lower fees, higher dividend yield, and superior historical performance. |
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2026-06-17 08:00
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2026-06-16 13:00
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Eli Lilly vs. Novo Nordisk: Better Obesity Drug Stock? | FMP Stock News | |
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Analysts project that the weight loss market will grow rapidly in the coming years. Investors looking to cash in on this may turn to the companies that lead this niche: Eli Lilly (LLY 0.62%) and Novo Nordisk (NVO 0.73%). These pharmaceutical giants have moved in opposite directions on the market over the past year: Eli Lilly has gained 40%, while Novo Nordisk's shares have dropped 42%. But that doesn't tell us which is more likely to perform well over the medium term. Let's decide that by looking more deeply into each company.Image source: The Motley Fool. The market leader Eli Lilly's weight loss lineup includes Zepbound, which is currently the best-selling medicine in this niche. The company also recently received approval for Foundayo. This oral GLP-1 therapy is helping it expand its addressable market and attract patients who were hesitant to use injectable drugs. Eli Lilly is posting outstanding revenue and earnings growth, partly thanks to its dominance in chronic weight management. In the first quarter, the company's revenue jumped 56% year over year to $19.8 billion. Its earnings per share soared 170% year over year to $8.26. Today's Change ( -0.62 %) $ -7.05 Current Price $ 1122.30 In addition to its current crop of medicines, Eli Lilly has a deep pipeline in weight management. One of the more promising candidates it is working on is called retatrutide, an investigational therapy that mimics the action of three gut hormones, which could lead to improved efficacy. Retatrutide has performed extremely well in clinical studies so far. Meanwhile, beyond its weight-loss lineup and pipeline, Eli Lilly has important products and candidates in other fields, including oncology, immunology, and neuroscience. So, Eli Lilly isn't just a weight loss stock. Can Novo Nordisk keep up? Novo Nordisk was once the leader in the anti-obesity market. Now, the company is playing catch-up. However, several recent developments could help the Denmark-based drugmaker avoid being left in the dust by its competitor. Novo Nordisk launched its oral GLP-1, Wegovy pill, in January, months before Foundayo earned approval. Oral Wegovy has been a smashing success so far, with more than two million prescriptions as of the end of the first quarter. Meanwhile, the original injectable Wegovy continues to post decent sales growth, too. Today's Change ( -0.73 %) $ -0.32 Current Price $ 43.60 Further, Novo Nordisk has earned approval for a high-dose formulation of Wegovy that is even more effective. This could help the company compete with Zepbound. Novo Nordisk also has attractive pipeline candidates, including its own triple agonist, UBT251. The company's amycretin, a dual agonist of the GLP-1 and amylin hormones, is also undergoing phase 3 studies in oral and subcutaneous formulations, while the company's CagriSema is expected to earn approval by year-end. Novo Nordisk does not have a particularly impressive lineup or pipeline beyond diabetes and obesity, but the company could be one of the winners as the weight loss market continues to grow. Which is the better buy? Eli Lilly generates higher revenue and earnings while growing both faster organically. Eli Lilly also has a stronger lineup -- with Zepbound's efficacy unmatched by any approved weight-loss drug so far -- and a pipeline in its core therapeutic area that is just as deep as Novo Nordisk's. True, Novo Nordisk's forward price-to-earnings of 13 looks much more attractive than Eli Lilly's 31.3. The healthcare sector's average is 17.4. However, Eli Lilly has earned a premium given its dominance in weight loss and its diversified portfolio that boasts attractive candidates in other areas. So, Eli Lilly is a much better buy right now. |
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2026-06-17 08:00
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Published
2026-06-16 13:06
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Eli Lilly Takes Another Stab at the Market for Painkillers. This Attempt Might Work. | FMP Stock News | |
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Eli Lilly is acquiring Austin-based 4E Therapeutics, the developer of non-addictive painkillers, for an undisclosed amount. |
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2026-06-17 08:00
1mo ago
Published
2026-06-16 06:15
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3 Dividend Stocks to Hold for the Long Haul | FMP Stock News | |
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Original source text
Investing in dividend stocks is a great way to earn superior returns over the long run. How do we know that? According to some research, most of the S&P 500's returns over the past several decades can be attributed to reinvested dividends and compounding. This fact makes a strong case for dividend investing. However, buying shares in just any old company that happens to pay dividends isn't the way to go: They aren't all created equal. With that said, let's consider three excellent dividend stocks that are worth investors' hard-earned cash: Bristol Myers Squibb (BMY 1.44%), Merck (MRK 2.79%), and Medtronic (MDT +0.22%). Here's why these three income stocks are worth sticking with for the long term.Image source: Getty Images. 1. Bristol Myers Squibb Bristol Myers is a leading pharmaceutical company with a deep portfolio of medicines spanning many therapeutic areas, particularly oncology. The drugmaker typically generates decent revenue and earnings, although it has encountered challenges in recent years due to patent cliffs. Bristol Myers is bouncing back, though. Newer approvals are helping push sales in the right direction. The company's first-quarter revenue climbed by 3% year over year to $11.5 billion. Bristol Myers' growth portfolio -- composed of newer medicines that won't encounter patent cliffs anytime soon -- posted even stronger growth. Its sales were $6.2 billion, 12% higher than the year-ago period. These newer medicines should account for a larger percentage of Bristol Myers' top line within a few years and lift sales growth even higher. And while there are other patent cliffs on the horizon -- particularly that of Bristol Myers' anticoagulant, Eliquis -- the drugmaker has a deep pipeline of promising candidates that should help it overcome them. Today's Change ( -1.44 %) $ -0.82 Current Price $ 56.31 In fact, one of Bristol Myers' most exciting pipeline assets is a potential successor to Eliquis called milvexian. Bristol Myers thinks this medicine has multibillion-dollar potential, partly because it could avoid one key drawback of traditional anticoagulants: Bleeding risk. Bristol Myers has plenty of other candidates beyond this one. Over the long run, it should succeed in developing newer and better products while growing its sales and earnings at a decent clip. Lastly, Bristol Myers has an attractive dividend program, with a forward yield of 4.4%. It has increased its payouts by 65.8% over the past decade. All good reasons why Bristol Myers is an attractive blue chip dividend stock to buy and hold for a long time. 2. Merck Merck has also faced challenges in recent years, particularly with one of its growth franchises -- HPV vaccines Gardasil and Gardasil 9 -- whose sales haven't been strong due to weak demand in some Asian regions. Many investors also fear that other drugmakers are coming to take Merck's crown in the cancer drug market. The company reigns supreme thanks to Keytruda, the world's best-selling cancer medicine, but several "Keytruda killers" are in development and could hit the market within a few years. At any rate, Keytruda itself will lose patent exclusivity by the end of the decade. Is Merck still worth considering, given all these factors? My view is that it is. Here are three reasons why. First, the company has received approval for a newer, subcutaneous version of Keytruda, called Keytruda Qlex, that is much faster to administer than the original intravenous version while remaining as effective. Keytruda Qlex should extend the franchise's patent exclusivity into the next decade. Today's Change ( -2.79 %) $ -3.30 Current Price $ 114.90 Second, while Merck will face increased competition, it has worked hard to diversify its lineup and decrease its reliance on Keytruda. Some of the company's newer products already have an annual revenue run rate of over $1 billion. Winrevair, a medicine for pulmonary arterial hypertension first approved in 2024, generated $525 million in revenue in the first quarter, up 88% year over year. Merck's Capvaxive, a pneumonia vaccine, is performing well, too. Third, just like any self-respecting pharmaceutical giant, Merck also has a deep pipeline that should lead to brand-new approvals and label expansions. The company has expanded its pipeline in recent years through acquisitions and now boasts exciting programs, including a highly promising influenza medicine that could address an unmet need in that area. Finally, Merck offers an attractive forward dividend yield of 3%. The drugmaker has increased its payouts by 93.8% over the past decade. Merck should continue paying -- and raising -- its dividends for a long time, making it a good pick for income seekers. 3. Medtronic Medtronic has struggled to grow revenue at a pace satisfactory to the market in recent years. The company's profits and margins have also often disappointed. However, the medical device specialist has made significant progress in addressing its issues. Medtronic announced it would spin off its diabetes care division -- which had been a drag on operating margins -- into a stand-alone, publicly traded company. It has also launched products that are meaningfully impacting top-line growth, and others that eventually will. Medtronic PFA (Pulse Field Ablation) franchise -- devices that use a novel technology to treat a heart problem -- has been a bright spot in recent quarters. Today's Change ( 0.22 %) $ 0.18 Current Price $ 80.38 Further, Medtronic earned approval for the Hugo system, a robotic-assisted surgery (RAS) device, last year. It will allow the company to compete with the leader in this niche, Intuitive Surgical. The RAS market is arguably underpenetrated, and although Medtronic may not take the top spot away from Intuitive Surgical -- the latter has a two-decade lead -- it could still meaningfully contribute to top-line growth. Meanwhile, thanks to a large product portfolio and regular approvals, Medtronic generates consistent revenue and earnings. That's how it has maintained such a strong dividend program. Medtronic has increased its payouts for an impressive 48 consecutive years. The company also offers a forward yield of 3.6%. Medtronic should continue rewarding investors with regular payout increases for a long time. |
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