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SoFi Technologies is rated 'Strong Buy' with a $22–$26 fair value, reflecting a significant discount to peers despite robust book value growth. SOFI's tech-enabled banking model drives high product-per-member growth and fee diversification, with 43% of new products in Q1 coming from existing members. The company trades at 2x book value versus JPMorgan's 2.62x and Nu Holdings' 5x, yet boasts superior credit quality and a simpler, lower-risk balance sheet. Live financial news intelligence
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2026-07-25 15:10
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SoFi Technologies: Great Execution At A Discount | FMP Stock News | |
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Joby Aviation: Future Is Here Already | FMP Stock News | |
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56.35K FollowersAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in JOBY over the next 72 hours. 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. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal. 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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2026-07-25 14:58
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2026-07-25 10:07
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Gladstone Land: Why A Dividend Cut Is Likely | FMP Stock News | |
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HomeDividends AnalysisDividend IdeasReal Estate AnalysisSummaryGladstone Land faces rising OpEx, dividend coverage issues, and tenant concentration risks, prompting a revised 'Hold' rating.LAND’s shift to crop-share agreements increased exposure to farm trends and seasonality, further pressuring AFFO and dividend sustainability.I see a necessary dividend reset to $0.30/share and a $6/share price target, reflecting required deleveraging and cost control.Current valuation and risk profile do not justify entry; I await meaningful financial improvements or a lower share price.Looking for more investing ideas like this one? Get them exclusively at Wolf of Value. Learn More » BJP7images/iStock Editorial via Getty Images A few years ago, I was a lot more "into" and interested in REITs than I am today. The business model and the corresponding yields were very appealing to me when I built a more income-centric investment portfolio. However, around 35.34K Followers Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment. Short-term trading, options trading/investment and futures trading are potentially extremely risky investment styles. They generally are not appropriate for someone with limited capital, limited investment experience, or a lack of understanding for the necessary risk tolerance involved. I own the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in my articles. I own the Canadian tickers of all Canadian stocks I write about. Please note that investing in European/Non-US stocks comes with withholding tax risks specific to the company's domicile as well as your personal situation. Investors should always consult a tax professional as to the overall impact of dividend withholding taxes and ways to mitigate these. 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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2026-07-25 14:36
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2026-07-25 10:30
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NextEra Energy vs Brookfield Renewable: The Better Dividend Stock | FMP Stock News | |
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This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.© hrui / iStock via Getty Images NextEra Energy (NYSE:NEE | NEE Price Prediction) and Brookfield Renewable Partners (NYSE:BEP) both posted Q1 2026 results that sharpen a long-running income debate. NextEra leaned on its Florida utility and a swelling renewables backlog. Brookfield leaned on hydro cash flow and a Westinghouse-driven nuclear push, while a derivatives mark dragged GAAP earnings. For dividend investors, the two now offer very different flavors of the same clean-power thesis. Florida Utility Cash vs. Global Hydro Cash NextEra’s Q1 was clean. Adjusted EPS came in at $1.09, up 10% YoY, on revenue of $6.70B. Florida Power & Light added roughly 100,000 customers and brought about 600 MW of new solar online, while NextEra Energy Resources booked a record origination quarter with 4 GW added to a backlog now near 33 GW. CEO John Ketchum told investors NextEra expects “to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032″. That is the kind of visibility income buyers pay up for. Brookfield’s quarter looked messier on the surface. GAAP net loss hit $295M, weighed by a $193M mark-to-market hit on long-term power derivatives. Underneath, proportionate FFO reached $375M, or $0.55 per unit, up 19% YoY, and the business commissioned roughly 1,800 MW of new capacity. Connor Teskey framed the tone plainly, citing “the multi-decade trends of reindustrialization and electrification” amplified by data centers. Hydroelectric alone contributed $712M in revenue, the closest thing in renewables to a utility annuity. The Dividend Math Is Not Close Dividend Lens NEE BEP Quarterly payout $0.6232 $0.392 Indicated yield 2.64% 4.89% Growth target ~10% through 2026, then 6% through 2028 5% to 9% annually Structure C-corp, 1099 LP, K-1 Brookfield pays you more today. NextEra grows the check faster and does not saddle you with a K-1. The current quarterly step from $0.5665 in 2025 to $0.6232 in 2026 shows NextEra still walking that 10% path. The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted. Brookfield moved from $0.373 to $0.392, a solid mid-single-digit bump backed by a 12-year weighted-average contract duration and 92% contracted revenue for the rest of 2026. What I Am Watching Into 2027 For NextEra, I want to see the 9.5 GW of new gas-fired generation tied to the U.S.-Japan trade deal move from press release to concrete, and the Duane Arnold nuclear restart deliver its expected $0.16 in annual adjusted EPS. For Brookfield, the Boralex acquisition, the 3,000 MW Google hydro framework, and Westinghouse’s AP1000 push will determine whether that 12% to 15% long-term total return target holds. Rising corporate borrowings, now $4.8B versus $3.7B, deserve attention too. Why I Lean NEE for Sleep-at-Night Income If I am building a core dividend position and I want to stop thinking about it, I take NextEra. The regulated FPL earnings base, a beta of 0.667, and a clear 8%-plus EPS runway through 2032 give me a rare mix of yield growth and stability. The 18.64% one-year return is a welcome tailwind on top of the thesis. If I already own steady utilities and I want a higher current payout with more upside variance, Brookfield fits, especially given its 22.14% YTD move and Westinghouse optionality. I would not own it in a taxable account without accepting the K-1 friction. For most income investors I talk to, NextEra remains the cleaner dividend stock today. If You'd Bought Amazon When the Motley Fool Said To…In September 2002, Stock Advisor told subscribers to buy Amazon. In December 2004, Netflix. In April 2005, Nvidia. The newsletter still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Here's how to get this month's picks: - Join Stock Advisor for one year, with a 30-day money-back guarantee - Get this month's two new picks — plus the Top 10 Rankings and the full historical pick list - Read the analysis, decide for yourself, and trade through your own brokerage Five years from now, you'll probably wish you'd bought this month's picks. Don't miss them. Contact [email protected] for any questions or corrections. |
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2026-07-25 14:32
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2026-07-25 07:55
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Nuclear Company Oklo Receives Startup Authorization for Groves Reactor, A Key Step In Its Regulatory Journey | FMP Stock News | |
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On Thursday, nuclear start-up Oklo (OKLO -8.43%) announced some welcome news. The company received “startup authorization” from the U.S. Department of Energy (DoE) for its Groves Reactor in Texas under the Reactor Pilot Program (RPP).According to the company, the authorization “allows Oklo to load nuclear fuel, conduct startup testing, and proceed toward first criticality.” It’s a big step forward for Oklo and one that is likely to have a major impact on the company’s regulatory future. Here’s what this authorization means for Oklo and why it’s a bigger deal than it seems for Oklo investors. Image source: The Motley Fool. Slower than molassesIn the world of nuclear regulations, safety is the biggest priority. That makes sense given the massive destructive potential of even a small nuclear reactor. Speed, on the other hand, isn’t a priority. If anything, that’s an understatement. Obtaining commercial certification from the U.S. Nuclear Regulatory Commission (NRC) for a new reactor design takes years or even decades. Oklo knows this better than anyone: the company began the regulatory journey for its novel sodium-cooled fast reactor SMR with the NRC in November 2016, almost ten years ago. It finally was able to submit its combined license application for the Aurora Powerhouse design in March 2020. And it’s still anybody’s guess when it might be awarded a commercial license. The company has completed three of the five steps of its DoE RPP regulatory review for construction and operation, while an NRC audit is in progress. Once the audit is completed, the company can formally request a commercial license. It will undergo further NRC review before receiving approval... assuming neither the audit nor the review turns up any material issues that need to be corrected. A breakneck paceThis painfully slow process is one of the reasons the U.S. hasn’t begun construction of a new nuclear power plant since 1976, and why only two existing plants have added new reactors since 1993. The Trump Administration aimed to change that with the RPP, which was enacted by executive order in 2025 to speed up the deployment of nuclear reactors in the U.S. The RPP instructs the NRC to create an expedited pathway to approve reactors that have been safely tested by the DoE, with a deadline of 18 months to evaluate and approve new construction and operation licenses. The RPP allowed the Groves Reactor project to move forward at unprecedented speed. The time from groundbreaking to receiving start-up authorization was just over 10 months, which included construction, hiring, fuel and equipment procurement, and the DoE authorization process. Today's Change ( -8.43 %) $ -3.71 Current Price $ 40.29 Even Oklo CEO Jacob DeWitte seemed surprised by the breakneck pace. "This facility marks the fastest time that we are aware of to go from greenfield to substantial completion for a full-scale, privately funded and sited reactor in history,” he said in a press release. But the important part was what he said next: “And this experience is fully translatable to future commercial deployments.” Here’s why that should be music to shareholders’ ears. The hidden benefitThe Groves Reactor isn’t a nuclear power plant, nor does it feature Oklo’s unique sodium-cooled fast reactor SMRs. It’s a water-cooled test reactor designed to use low-enriched uranium for the production of isotopes, like those used in radiation therapy for cancer. Currently, most radioactive isotopes used in the U.S. are produced overseas. The Groves Reactor is part of an effort to increase domestic production. But Oklo’s primary goal is to build SMRs for power generation. The Aurora Powerhouse uses a different reactor design and fuel, and serves a different purpose. So, how does this move Oklo towards that goal? Well, in the world of nuclear authorizations, repeating yourself is a good thing. Through the RPP, certain portions of DoE approval are expected to directly transfer to the NRC approval process, expediting the review time frame. Image source: Getty Images. The takeawayBecause Groves is a commercial-scale facility, Oklo notes it can “repeat the experience with demonstrated experience in siting, building, commissioning, and operating its commercial reactors in the future.” The company also believes that the “repeatable approach to engineering, construction, commissioning, operations, and regulatory authorization ... helps reduce execution risk and accelerate future deployments across all of Oklo’s business units.” If the process for the Aurora Powerhouse moves forward as quickly as the Groves process, Oklo could find itself months or even years ahead of schedule on its ultimate plan. |
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2026-07-25 14:18
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2026-07-25 07:39
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Should You Forget SpaceX Stock? | FMP Stock News | |
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Down 15% from June's initial public offering price and more than 30% below its post-IPO peak, it's safe to say many investors are more than a little disappointed in Space Exploration Technologies' (SPCX -2.85%) -- you know it better as SpaceX -- shares so far.So now what? Is it worth buying or continuing to hold at its current price? Or, should investors take the recent weakness at face value and throw in towel on this ticker? Maybe something in between. History says With the dust of this mid-June IPO finally settling, it's time to say out loud what most people have only been quietly thinking to themselves. That is, like almost all other major initial public offerings for the past three decades, this one was buoyed by hype that was never built to last. Today's Change ( -2.85 %) $ -3.37 Current Price $ 114.87 The stock could continue sinking before finding a bottom, too. Brokerage firm Edward Jones reports that between 2011 and 2020 -- a period when then-Facebook Meta, Peloton, Snapchat parent Snap, and Twitter (now X) all went public -- the average newly minted technology stock was down 14% from its IPO price just six months following its public offering. Again, IPO hype has an all-too-familiar pattern. Never mind the end of the lockups keeping current SPCX shareholders from shedding their now-deteriorating positions, which, of course, would only add to the selling pressure. Longer-term, still a long shot Just don't feel like you necessarily need to forego a stake in SpaceX forever. Post-IPO performance numbers from Nasdaq Economic Research indicate that between 2010 and 2020, newly public companies generating annual revenue in excess of $100 million end up, on average, at least keeping pace with the broad market's gains, if not slightly beating them. Image source: Getty Images. Still, take that information with a grain of salt. While the average three-year performance is positive, this average is skewed by a small handful of overperformers. Nearly two-thirds of these stocks were still in the red three years after their IPO. In other words, don't bet the farm if you decide to go bottom-fishing. James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms and Peloton Interactive. The Motley Fool has a disclosure policy. |
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How Is SpaceX (SPCX) Already the Largest of 3,372 Holdings in This $97.7 Billion Vanguard ETF? | FMP Stock News | |
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After weeks of waiting, investment management firm Vanguard finally updated the holdings of its 48 passively managed equity exchange-traded funds (ETFs).Unsurprisingly, Space Exploration Technologies (SPCX -2.85%) popped up in the Vanguard Total Stock Market ETF, the Vanguard Growth ETF, and the Vanguard Mega Cap Growth ETF, among others. By far the biggest surprise was that, as of June 30, SpaceX is the No. 1 holding in the Vanguard Extended Market ETF (VXF -0.28%), ahead of 3,371 other stocks. This is no small ETF by any means -- the Vanguard Extended Market ETF has $97.7 billion in net assets and traces its inception date back to December 2001. Here's why SpaceX is now the top holding of the Vanguard Extended Market ETF and how it compares to the other Vanguard ETFs that bought SpaceX in June. Image source: Getty Images. SpaceX is making waves in the ETF world The Vanguard Extended Market ETF's 6,775,494 shares of SpaceX were valued at $1.158 billion as of June 30. The fund includes a blend of small- and mid-cap stocks, with a few large caps sprinkled in. So you may be wondering why a stock like SpaceX is in the ETF, given it has a $1.63 trillion market cap and is one of the 10 largest U.S. companies by market cap. SpaceX's initial public offering was the largest in history based on SpaceX's valuation. But SpaceX raised just $75 billion by selling 555 million shares at $135 each and another $10.7 billion from underwriters with options to buy additional shares -- far less than its valuation. So the number of shares available for public trading on the Nasdaq -- known as the float -- is only around 5% of SpaceX's total shares outstanding. Because SpaceX's float is such a small percentage of its market cap, the rules-based S&P 500 Completion Index that the Vanguard Extended Market ETF is modeled after probably classified SpaceX as something other than a megacap stock. This is why SpaceX was pole-vaulted to the fund's top holding in a matter of weeks. These same market dynamics are why SpaceX makes up such a small percentage of funds like the Vanguard Growth ETF. If SpaceX were weighted by market cap, it would have a weighting similar to Meta Platforms at about 3.4%. Instead, SpaceX is just 0.29% of the fund, weighted by a multiple of its float rather than market cap. NYSEMKT: VXFVanguard Index Funds - Vanguard Extended Market ETF Today's Change ( -0.28 %) $ -0.66 Current Price $ 236.13 The IPO wild west is just beginning Float-based market cap weightings are effective because they act as a check-and-balance system on ETF demand. If SpaceX were weighted by market cap, then ETFs would artificially drive up its price, given how few of its outstanding shares are available for trading on the Nasdaq. But the pattern in which passively managed Vanguard ETFs are buying SpaceX showcases the imperfect system of megacap IPOs. As SpaceX gradually unlocks shares starting Aug. 6, investors can expect it to make up a larger share of well-known ETFs like the Vanguard Growth ETF and Vanguard Total Stock Market ETF. But that larger float will also likely trigger SpaceX's removal from the Vanguard Extended Market ETF. How ETFs are responding to SpaceX is a reminder to always understand what you're buying and why you're holding it. In the case of the Vanguard Extended Market ETF, I wouldn't be surprised if it dumped its entire SpaceX holding before the end of the year, but also had a short period where upcoming megacap IPOs like Anthropic and OpenAI would become top holdings, only to eventually be removed from the ETF. |
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2026-07-25 14:18
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SpaceX isn't the wireless threat that investors fear — unless someone breaks this unspoken agreement | FMP Stock News | |
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HomeIndustriesTelecommunicationsTelecom StocksTelecom StocksIt would likely be too expensive and time-consuming for SpaceX to build a mobile network on its own. But the major wireless carriers have to hope one of their rivals doesn’t sell out.July 25, 2026, 8:00 a.m. ETEver since T-Mobile and Sprint merged in 2020, the U.S. wireless-communications market has operated as a comfortable oligopoly. But lately, investors have worried that Elon Musk’s SpaceX plans to disrupt what’s been a predictable market for telecommunications services. SpaceX’s SPCX Starlink business has so far been a niche provider to rural areas. But the company’s initial-public-offering prospectus in May revealed that Starlink Mobile has ambitions to massively penetrate suburban and urban markets too — with the goal of providing better connectivity than what can be offered by cell towers on the ground. |
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2026-07-25 14:18
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2026-07-25 09:13
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Here's when SpaceX stock will crash to $50, according to ChatGPT | FMP Stock News | |
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SpaceX (NASDAQ: SPCX) could decline to $50 per share between August 2026 and the first half of 2027 if a series of bearish catalysts align, according to ChatGPT.Notably, the AI model does not consider a drop to $50 the most likely outcome. However, it believes the risk becomes more significant if insider selling accelerates after lockup restrictions are lifted, earnings disappoint, and progress on Starship remains delayed. The assessment comes after SpaceX stock fell about 50% from its post-IPO high above $225 to trade around $115 as of press time. SpaceX 30-day stock price chart. Source: Finbold ChatGPT identified August through October 2026 as the period most likely to trigger another major decline. The company is scheduled to report second-quarter earnings on August 4, while more than 911 million previously restricted shares are expected to become eligible for sale shortly afterward. A combination of weaker-than-expected financial results and heavy insider selling could increase downward pressure on the stock as the market adjusts to a significantly larger share float. Additional lockup expirations expected in 2027 could create a second period of elevated volatility. Odds of SpaceX stock dropping to $50 Despite these risks, ChatGPT believes SpaceX’s business fundamentals reduce the probability of a collapse to $50. In this line, Starlink has become the company’s primary earnings engine, generating approximately $3.26 billion in quarterly revenue and about $1.19 billion in operating income. Meanwhile, SpaceX continues to dominate commercial launch services and is expanding its presence in government and defense contracts. The company generated roughly $18.7 billion in revenue during 2025, representing annual growth of about 33%. Based on current fundamentals, ChatGPT views a trading range of $90 to $130 as the most likely outcome over the coming months, assigning a 45% probability to that scenario. The model estimates a 30% chance of the stock falling to between $70 and $90 and a 15% probability of a decline into the $50 to $70 range. The likelihood of SpaceX falling below $50 is estimated at 10%. SpaceX stock price prediction. Source: ChatGPT SpaceX stock sell-off explained Meanwhile, the recent selloff has been driven largely by concerns over valuation and increasing share supply rather than weakening business performance. Following its June IPO at $135, SpaceX surged above $225 as investors piled into one of the market’s most anticipated listings. Sentiment later shifted as attention turned to upcoming lockup expirations and the company’s premium valuation. Starship delays have also weighed on the stock, as the program remains central to SpaceX’s long-term growth strategy. 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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2026-07-25 14:17
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2026-07-25 09:10
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Apple Earnings Preview: Q3 2026 | FMP Stock News | |
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Apple's total revenue expected for fiscal Q3 has ticked up since late January but is flat at $108.1 billion from last quarter, according to Visible Alpha consensus. Expectations for the high-margin Services segment remained stable for Q3 at $31.4 billion. Apple stock has been up 11.3% since May and 26.3% since January 2026. |
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2026-07-25 14:17
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2026-07-25 08:41
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Tesla: Strip Out SpaceX And The Tax Benefit, And You're Left With $77 Million | FMP Stock News | |
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HomeEarnings AnalysisConsumer SummaryI previously called the SpaceX optionality, and that call was dead wrong. The business underneath it got worse, so I'm downgrading to a sell.Texas registrations quadrupled in six weeks. Cars actually driving unsupervised: still about twenty. Registered isn't driving, and I need unsupervised autonomous driving.Strip out the SpaceX mark and the tax benefit, and roughly $77 million of profit is left on $28.2 billion of revenue. A 1.4% operating margin is the real quarter.I'm watching two things into late October: does the driverless fleet finally grow, and does SPCX bounce back? If they do, this downgrade ages badly. hirun/iStock via Getty Images Two-thirds of Tesla's (TSLA) reported profit this quarter traces back to a stock Elon Musk's other company just took public. Equity gains, or should I say “gainz” to sound a bit cooler, because there are quite a few tech 14.12K Followers Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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. I am not a registered investment adviser, broker, dealer, or tax professional. This article, including any comments or replies I post, reflects my personal opinions only and is provided for informational and educational purposes. Nothing I write is investment, legal, tax, or financial advice, or a personalized recommendation to buy, sell, hold, or short any security. My views may change without notice. Nothing I write is tailored to any reader’s objectives, financial situation, risk tolerance, or portfolio. Investing involves risk, including possible loss of principal. Readers should conduct their own research and consult a qualified professional before making investment decisions. 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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2026-07-25 14:17
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2026-07-25 08:26
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3 Major Reasons to Buy Coca-Cola Before July 28 Q2 Earnings | FMP Stock News | |
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Coca-Cola (NYSE:KO | KO Price Prediction) offers retirement investors a rare combination of reliable income and accelerating growth ahead of its upcoming Q2 earnings report on July 28. The company just raised its dividend for the 64th consecutive year, expanded its operating margin from 32.9% to 35.0%, and raised 2026 EPS guidance from 8% to 9%. Coca-Cola may trade like a sleepy consumer staple, but its latest results show a Dividend King gaining momentum.Three Reasons the Buy Case Writes Itself The cash machine is accelerating. Q1 2026 delivered $12.47B in revenue, up 12.07% year over year, on 10% organic growth and EPS of $0.86 that beat estimates by 5.87%, the fourth consecutive EPS beat. Free cash flow climbed 131.85% year over year to $1.755B, and management guided to roughly $12.2B of free cash flow for 2026. That covers the $8.8B in dividends paid in 2025 with meaningful room to spare. Dividend income is durable and growing. Coca-Cola’s quarterly payout rose from $0.51 to $0.53 in 2026, giving a 2.51% dividend yield layered on top of a 45.97% return on equity. Coca-Cola raised the dividend through 2008, 2020, and every macro shock in between. Management is prioritizing share buybacks too. KO repurchased $477M in Q1 2026 with roughly $5.2B still authorized. Shares are already up 17.67% year to date and 20.71% over one year. Why Coca-Cola Deserves to Trade at a Premium Coca-Cola’s classic competitor is PepsiCo (NASDAQ:PEP), which offers a fatter 4.24% dividend yield at a cheaper 18 P/E. While Pepsi may look optically cheaper, PepsiCo’s quarterly revenue growth of 6.4% is roughly half of Coca-Cola’s 12.1%, and its 16.8% operating margin is a fraction of KO’s 35.0%. Keurig Dr Pepper (NASDAQ:KDP) is worse on quality, with the company reporting a 6.31% ROE and quarterly earnings growth of -47.7%. Investors pay a premium for KO because KO is a better business. KO’s One Weak Spot The bear case for Coca-Cola revolves around input-cost pressure and a 17% decline in Asia Pacific operating income. However, consolidated operating margin still expanded 210 basis points, and North America, EMEA, Latin America, and Bottling Investments all posted double-digit revenue growth in Q1 2026. For retirement portfolios needing rising income backed by a fortress balance sheet, Coca-Cola may be worth a closer look ahead of July 28 Q2 earnings. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coca-Cola didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections. |
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2026-07-25 08:34
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Alphabet vs. Apple: Which Warren Buffett Favorite Is the Better Buy Right Now? | FMP Stock News | |
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Although Warren Buffett no longer heads Berkshire Hathaway, its stock trades and positions continue to attract plenty of attention. At one time, nearly half of the conglomerate's massive stock portfolio consisted of its stake in Apple (AAPL +3.53%), and though it has sold a large number of shares, the iPhone maker remains its largest equity position.More recently, Berkshire has been adding to its position in Google parent Alphabet (GOOGL +0.58%) (GOOG +0.21%), even as the conglomerate continues to increase its liquidity by selling other companies' shares. Still, that position remains much smaller than its Apple holdings, and Buffett has publicly said he sold Apple "too soon." Despite that admission, Alphabet is likely the better buy among these two "Magnificent Seven" stocks right now, and here's why. Image source: The Motley Fool. Comparing Apple and Alphabet Apple now makes up around 21% of Berkshire's portfolio, significantly above the approximately 8% of the portfolio it now has invested in Alphabet. Moreover, investors have plenty of reasons to like Apple. For one, it has outperformed Alphabet so far in 2026 as a device upgrade cycle, particularly with the iPhone, has helped accelerate its revenue growth. AAPL data by YCharts. Nonetheless, Alphabet has delivered higher shareholder returns than Apple over the past one-year and five-year periods. Also, Berkshire Hathaway's most obvious indication as to whether it prefers Alphabet or Apple is its recent activity. Over the last year, it sold more than 52 million Apple shares, and that came after selling more than 600 million shares in prior quarters. That took its position down to around 228 million shares. Today's Change ( 3.53 %) $ 11.36 Current Price $ 333.02 In contrast, Berkshire had never traded Alphabet until the third quarter of 2025, when it made its first buy. It purchased more shares in 2026's first quarter, and then announced in June that it had invested $10 billion more in the company in the second quarter via a private placement, buying those shares directly from Alphabet. Analysts now believe it holds more than 86 million Alphabet shares. Buffett later said that he was behind Berkshire's decision to invest in Alphabet. Furthermore, Alphabet has become the more prominent AI innovator of these two, particularly with the success of Google Gemini and the market leadership of Waymo in the emerging autonomous vehicle market. In contrast, Apple appears to have little interest in getting involved in the AI infrastructure race, and has signed deals to run its next-generation Apple Foundation Models on the Google Cloud platform. Despite its competitive advantages, Alphabet has offered investors a more attractive valuation in recent months. It trades at 25 times trailing earnings, well below the Apple price-to-earnings ratio (P/E) of 39. And the Google parent's earnings multiple had fallen to as low as 19 in July last year, giving Berkshire all the more reason to begin buying the stock when it did. Choose Alphabet over Apple As Berkshire Hathaway's recent behavior confirms, Alphabet is likely the better buy right now, although the iPhone's continued strength and its current upgrade cycle give Berkshire a compelling incentive to hold Apple stock. Today's Change ( 0.21 %) $ 0.66 Current Price $ 319.00 However, over the last year, it is also clear that Berkshire expressed its preference by selling Apple shares and buying Alphabet stock. Moreover, the latter trades at a lower P/E despite Apple's decision to use the Google parent's AI platform. Thus, investors contemplating this question should probably take their cues from Berkshire's actions and choose Alphabet's stock over Apple's. |
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Alphabet: Won't Be This Cheap For Long | FMP Stock News | |
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The market is getting increasingly skeptical about Google's declining free cash flow margins. I think the market is overreacting. I believe Google is investing aggressively in AI from a position of strength, not one of weakness. Google has been able to infuse AI pervasively across its ecosystem, and it is not looking to slow down. |
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Google Puzzlingly Fined $1B For Being Too Google For The EU's Tastes | FMP Stock News | |
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Close-up of a person's hand holding an iPhone and using Google AI Mode, an experimental mode utilizing artificial intelligence and large language models to process Google search queries, Lafayette, California, March 24, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty Images Apple’s Siri AI isn’t very smart. That’s why future iPhones will pair Siri with Google’s highly regarded Gemini AI. Seemingly what you’ve just read has been glossed over by the European Union (EU). As news accounts the last few days indicate, the EU has fined Google $1 billion for “unfairly” favoring “its own services on its widely used search engine.” Except that Google’s “widely used search engine” is widely used for many reasons, including that Google’s services are unrivaled. In other words, Google could deemphasize its services only if it wanted to drive users away from its own “widely used search engine.” This is worth remembering with a deeper look into the EU’s fine top of mind. It’s not so much about Google as it’s about third-party entities that want their products and services more heavily emphasized on Google’s “widely used search engine.” Ok, but the third parties can’t have it both ways. Neither can EU regulators. What makes favoring on Google’s “widely used search engine” so desirable for entities outside Google is how popular Google is among individuals the world over. Which means that Google, to remain Google, must continue to not just meet, but lead the needs of users who have myriad choices. This includes prominently featuring its unrivaled products. About this, Apple instructs. Popular as the iPhone is, Apple has never hidden from Siri’s limitations. It similarly hasn’t hidden from the fact that at least at present, it doesn’t have a ChatGPT, Copilot, Gemini, Grok, or Meta AI equivalent. Has the latter signaled Apple’s decline? Far from it. MORE FOR YOU As was argued here in March, and surely without knowing what’s ahead in AI or anything else (how many inside and outside technology predicted the before and after of November 30, 2022?), Apple has positioned itself brilliantly for the potential commoditization of AI. Rather than spend copious sums developing it, Apple opened its iPhones and other devices up to the genius of others. This once again includes Google and its Gemini AI. Fully cognizant that the utility of its products is quite a bit greater when paired with technological advances achieved outside its own Cupertino walls, Apple is actively opening its “widely used” devices to non-Apple technology. Which is something EU regulators plainly glossed over in foisting the $1 billion fine on Google. Really, what is Google supposed to do? Do EU regulators seriously expect it to favor the technology of others on its widely used search engine, particularly if what’s produced by others doesn’t measure up to what’s been developed inside Google? EU regulators aren’t just demanding that Google choose a path of self-harm that is anti-consumer, they’re also demanding that it harm itself in such a way that will imperil the commercial development of the very third parties intent on utilizing Google’s popularity as their own growth strategy. Which requires a look at the accusatory core of the EU’s case and its $1 billion fine of Google. Implied in the latter is that in favoring its own services over those of outside providers, Google has been restraining the development and growth of outside providers. Nothing could be further from the truth. See Apple again. As evidenced by Apple’s incorporation of Google’s Gemini into its Siri product, no business can remain great by providing a subpar product. Google’s Gemini will immediately make Apple’s products a great deal more appealing in the marketplace, and so will Google’s suite of products and services be much more appealing the better they are, and regardless of where the improvements come from. Fines aren’t the answer to the EU’s laments, but better third parties are. |
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Alphabet: No FCF Pain, No Compute/Advertising Gain; SpaceX Gains Create Noise | FMP Stock News | |
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HomeEarnings AnalysisCommunication ServicesSummaryAlphabet's FQ2'26 showed negative free cash flow due to aggressive CapEx, with the pessimism further fed by the management's raised FY2026 guidance.Otherwise, Q2 seasonally reports lower cash flows, with the richer TTM cash flow/revenue ratio of 41.6% and the growing cloud backlog mitigating overbuilding concerns.These developments underscore GOOG's AI-driven growth pains, since hefty CapEx must first happen before rich compute/ad monetization may occur.Despite the premium valuations, GOOG's strong balance sheet, oversold technicals, and rich upside potential to my LTPT of $431.70 justify the upgraded Buy rating.Short-term risks include insider selling, SPCX lockup expiries, and seasonal weakness in August/September, with a Buy Zone in the $290s–$320s offering better entries. Techa Tungateja/iStock via Getty Images I previously downgraded Alphabet Inc., aka Google (GOOG, GOOGL, GOOG:CA), as a Hold in May 2026, attributed to the reduced margin of safety from the outsized rally in April/early May 2026. In this article, I 15.98K Followers Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG 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. The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss. 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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Amazon Earnings Preview: Q2 2026 | FMP Stock News | |
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HomeEarnings AnalysisSummaryAccording to Visible Alpha consensus, Amazon's total revenue for North America of $113.8 billion expected for Q2 edged upward since the February 2026 release.The International operating profit margin range is more extreme at 1.7% to 13.4%, with consensus settling at 4.2%.Given the current backdrop and increasing energy and chip prices, there are questions about whether the Company will raise its full year CapEx guidance.hapabapa/iStock Editorial via Getty Images What's happening to margins? According to Visible Alpha consensus, Amazon's (AMZN) total revenue for North America of $113.8 billion expected for Q2 has edged upward since the February 2026 release, driven by resilience in Amazon's online 3.82K Followers |
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1 Reason to Buy Amazon Stock Before July 30 That Has Nothing to Do With AWS | FMP Stock News | |
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Consumers know Amazon (AMZN -0.70%) best for its retail footprint. Investors, who tend to do a deeper dive on the company, tend to focus on the profitability of Amazon Web Services and Amazon's AI business.Nonetheless, one other source of revenue has driven higher growth. Better still, that business directly leverages the company's e-commerce site, which is visited by an estimated 2.2 billion people monthly. Image source: The Motley Fool. Amazon's lesser-known business segment Investors often forget about Amazon's advertising services business. Advertising services generated over $17 billion in net sales in the first quarter of 2026, about 9.5% of the company's total. On a trailing-12-month basis, it grew by 24% year over year. That was well above the 17% net sales growth for the overall company, and third only to AWS and Amazon's "other" category in terms of growth. Admittedly, Amazon itself is probably to blame for this segment attracting relatively little attention. The only metric the company publishes for this business is net sales. Moreover, Amazon divides its advertising services revenues among the North America and international segments, and offers no clarity about how much it contributes to each of them. Today's Change ( -0.70 %) $ -1.64 Current Price $ 232.02 So investors have no idea how much operating income the ad business generates. This is significant because such ad businesses tend to have little additional overhead as they scale. Since Amazon has underperformed in 2026, knowing more about how that segment is performing could give investors a reason to buy the stock. Ultimately, the outlook for the advertising business is probably an excellent reason to buy Amazon stock. It will probably remain a vibrant growth area for the company. Furthermore, even if Amazon chooses not to provide more clarity on how advertising benefits the company's financials, having a major business that's growing as fast as its advertising services unit is can only be good for the consumer discretionary stock over the long term. Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy. |
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AMD: The Next Leg Higher | FMP Stock News | |
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AMD's Advancing AI 2026 event transformed the company into a full-stack AI infrastructure provider with Helios, MI450, and Zen 6 Venice platforms. Microsoft, Meta, and OpenAI validated AMD's strategy through major AI infrastructure commitments, significantly expanding its long-term revenue opportunity. Consensus expects Q2 revenue of $11.31 billion and EPS of $1.61, while analysts issued 35 EPS upgrades and zero revenue downgrades. |
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Prediction: Greg Abel Will Buy a Stock That Warren Buffett Spent Decades Passing On for This Simple Reason | FMP Stock News | |
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Warren Buffett has never been shy about the great businesses he let slip through his fingers. One of the most painful was McDonald's (MCD +0.75%), which Berkshire Hathaway (BRKB +0.79%) (BRKA +1.14%) sold in the late 1990s in a move Buffett flatly called "a very big mistake." Berkshire has passed on the stock ever since. I think Greg Abel, Berkshire's new chief executive officer, will eventually buy it back, and the reason is simple: McDonald's is a textbook Berkshire business.Today's Change ( 0.75 %) $ 1.96 Current Price $ 264.76 The mold McDonald's fits Forget the burgers for a moment. McDonald's is best understood as a real estate and royalty machine wearing a fast-food uniform. Roughly 95% of its restaurants are run by franchisees, which means McDonald's itself collects high-margin franchise fees and rent on prime real estate while its operators shoulder the day-to-day risk of running the restaurants. The result is capital-light, remarkably predictable cash flow, exactly the quality Buffett spent his career hunting for. Layer on the rest of the checklist and the fit is almost eerie. McDonald's owns one of the most recognized brands on earth, a genuine competitive moat. It has pricing power built over decades. It generates enormous free cash flow. And it has raised its dividend -- which yields about 2.8% -- for nearly 50 consecutive years. A wide moat, durable earnings, dependable and growing cash returns: This is the archetype of the kind of company Berkshire was built to own. Today's Change ( 0.79 %) $ 3.86 Current Price $ 494.71 The one that got away The history stings precisely because Buffett knew all this. At the end of 1996, Berkshire held about 30 million McDonald's shares, a 4.3% stake worth roughly $1.4 billion. Within two years, he had sold, and in his 1998 shareholder letter, he admitted the error in plain language, joking that shareholders would have been better off had he "regularly snuck off to the movies during market hours." That stake would be worth more than $10 billion today, before counting decades of dividends. It is a rare unforced error from the greatest investor of his era, and a reminder that even Buffett sometimes let a wonderful business go. Image source: Getty Images. Why Abel might change that Here is where the simple reasoning comes in. Abel has shown he is more willing than the famously price-sensitive Buffett to act decisively and pay a fair price for quality, as his recent moves into large, fully valued businesses suggest. Buying McDonald's would require no leap into unfamiliar territory, no wrestling with a business model he does not understand, which is what kept Buffett out of so many technology names. It is a company Berkshire knows well and already wishes it still owned. For a leader looking to put Berkshire's mountain of cash to work in proven, moat-protected businesses, repurchasing the one that got away is about as natural a move as it gets. The caveat worth naming To be clear, this is a prediction, not a certainty, and the point is less about guessing Abel's next trade than recognizing what makes a stock Berkshire-worthy. McDonald's is not cheap and Berkshire may well find more compelling values elsewhere. Predictions about any single purchase are educated guesses at best. Whether Abel actually pulls the trigger, McDonald's is the sort of business long-term investors can own with real confidence: a wide-moat, cash-gushing royalty and real estate operation that even Buffett wished he had never sold. That is the deeper lesson here. Instead of trying to predict Berkshire's next move, study the investing template it uses: durable brands, predictable cash flows, and pricing power, and McDonald's checks every box. If Greg Abel is hunting for Berkshire-worthy consumer businesses, this is the blueprint, and I would not be surprised to see Berkshire own it again. |
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Pfizer's Dividend Yield Looks Almost Too Good. Here's Why Management Isn't Worried. | FMP Stock News | |
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Pfizer (PFE -0.20%) has a shockingly high dividend yield of 6.8%. The S&P 500 Index (^GSPC +0.05%) has a 1% yield, and the average pharmaceutical stock's yield is roughly 1.5%. Given that huge disparity, it looks like Pfizer's yield is too good to be true.There are reasons for the high yield that need to be monitored. However, management doesn't seem too worried about the dividend. Here are some reasons why, and why you might want to buy ultra-high-yield Pfizer. Pfizer's management is focused on maintaining the dividend Pfizer's dividend, like all dividends, is paid at the discretion of the board of directors. That said, the company's management team has been very clear about its support for the dividend. The dividend was mentioned directly on two slides in the first-quarter 2026 earnings presentation. One slide, focused on 2026 capital allocation priorities, stated that the company wants to "maintain and grow our dividend." A second slide, directed at longer-term growth, made "maintain dividend" a stated goal. Image source: Getty Images. If the board was actively considering cutting the dividend, management wouldn't likely have mentioned the dividend on those two slides. Meanwhile, it is important to examine what supports the dividend. The answer isn't earnings, which are under pressure right now, because a company's dividend payments appear on its cash flow statement. The number is fairly large for Pfizer, with the first-quarter dividend payment totaling $2.445 billion. Annualize that, and you get nearly $10 billion. The company generated $2.6 billion from operating activities, which actually covers the dividend. However, the dividend isn't the only thing the company has to pay for. After paying dividends, paying down debt, and investing in its business, the company's cash balance at the end of the first quarter was higher than at the start. And not just a little higher, $560 million higher. The source of the extra cash was Pfizer selling long-term investments. Turning to the balance sheet, the company still has $11.3 billion in long-term investments, in addition to $1.7 billion in cash. Watch Pfizer's dividend, but there's plenty to support it This isn't meant to suggest that investors should simply ignore the headwinds Pfizer is facing today. While the company looks capable of supporting the dividend, investors are worried about the pharmaceutical company's future, which has pushed the stock lower and the yield higher. That said, most of the problems the company faces are normal for the pharmaceutical industry. Today's Change ( -0.20 %) $ -0.05 Current Price $ 24.53 For example, Pfizer has several blockbuster drugs set to lose patent protection. However, its research and development haven't yet produced new drugs to fill the gap. In fact, the company has clearly fallen behind peers in the hot GLP-1 weight-loss space, after it had to stop work on a drug there in 2025. The thing is, R&D doesn't work on a timeline, even though patent expirations do. Sometimes things just don't line up as well as investors would like. Pfizer has a long and successful history of developing drugs. Notably, in the case of GLP-1 drugs, it quickly adjusted and bought another company with a more attractive drug candidate. And it has numerous drugs working through the approval process beyond it, as well. Think long-term with Pfizer Pfizer is still a well-run drug company. It is just working through a difficult period, which has Wall Street worried about the future. If you think long-term, however, you may want to consider buying Pfizer and its outsize yield while everyone else is scared. The company is clearly standing behind the dividend, and when you dig a little deeper, it appears to have the wherewithal to keep supporting it. |
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Telecom Earnings Reveal a Sector That Finally Looks Healthier | FMP Stock News | |
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Three telecom giants reported Q2 earnings over three days, and now that the market has had time to digest, a theme is emerging in the sector.One positive trend from the trio of reports last week is that telecommunications companies are no longer paying up for growth through promotions or subsidization. All three companies grew earnings per share (EPS) year over year (YOY) in Q2, indicating stronger retention economics and subscriber growth. Additionally, all three increased shareholder returns through buybacks and dividends, a signal to the market that management thinks it's sitting on a cheap stock. To choose a winner from Q2, we’ll need to break down the earnings reports in greater detail. Despite earnings, subscriber, and cash flow growth, not every stock responded the same way after its release. The sector as a whole might be its healthiest in years, but not every carrier is capturing upside in the same way. Get AT&T alerts: AT&T: Q2 Metrics Show Convergence Thesis Unlocking New Growth OpportunitiesOverall MarketRank™100th Percentile Analyst RatingModerate Buy Upside/Downside21.3% Upside Short Interest LevelHealthy Dividend StrengthStrong News Sentiment0.77 Insider TradingN/A Proj. Earnings Growth9.48% See Full Analysis Shares of AT&T Inc. NYSE: T popped more than 3% following its July 22 earnings release, driven by rapid growth and low churn as its services converge. In its Q2 2026 results, the company reported a clear EPS beat and a slight revenue miss, but the underlying numbers are the true driver of the reaction. AT&T added 432,000 postpaid phone subscribers and 646,000 internet subscribers, with more than 147,000 being new accounts, not just extra lines. Home internet service is a key area, with revenue growing 27% year-over-year (YOY), and management expects fiber internet to reach more than 40 million households by the end of the year. Another bullish beacon is the impressively low churn rates in Q2 despite carrier price increases. Postpaid wireless churn declined to 0.86% YOY, indicating that fewer than 1% of customers cancel their plans each month. Additionally, 42% of home internet customers now subscribe to AT&T wireless, supporting the ‘convergence’ thesis of selling wireless and internet services to the same households. The Q2 metrics show that this strategy is not only driving growth and earnings but also decreasing churn rates. Management reaffirmed full-year EPS guidance of $2.25 to $2.35 and free cash flow guidance of $18 billion while committing to $45 billion in shareholder returns through 2028. The share repurchase program was increased from $8 billion to $10 billion, as CEO John Stankey cited improved cash flow and the stock's value (10.29 times forward earnings). If there’s one fly in the ointment, it’s the dividend, which has remained frozen at $1.11 annually since 2022 and continues to be stagnant despite the capital return commitments. T-Mobile: Headline Numbers Shroud Murky Guidance That Triggered Sell-OffOverall MarketRank™99th Percentile Analyst RatingModerate Buy Upside/Downside40.4% Upside Short Interest LevelBearish Dividend StrengthModerate News Sentiment0.71 Insider TradingSelling Shares Proj. Earnings Growth23.46% See Full Analysis T-Mobile US Inc. NASDAQ: TMUS is only one of three to sell off following its Q2 2026 earnings release, which might seem odd given that it beat EPS estimates by more than 15% and raised adjusted free cash flow guidance to a range of $18.4 billion to $18.8 billion. But while the company grew subscribers above consensus, the 277,000 total postpaid net accounts additions represented a 13% YOY decline. T-Mobile doesn’t publish phone churn rates (only account churn rates), but management prepared the market for a weak Q3 due to “rate plan modernization,” i.e., price hikes. Q3 postpaid net account guidance of just 250,000 adds likely triggered the sell-off. Disappointing results following a strong start to the year in Q1, and the market punished the missteps. It should be noted that despite the weak subs and troublesome guidance, the earnings growth does appear real. Average revenue per account (ARPA) grew 2% to $152.91, and management guided full-year ARPA to 2.5% to 3%. T-Mobile is deliberately trading volume for monetization, accepting lower subscriber growth in exchange. Verizon: The Cash Flow King Posts Biggest Upside SurpriseOverall MarketRank™93rd Percentile Analyst RatingHold Upside/Downside8.0% Upside Short Interest LevelHealthy Dividend StrengthStrong News Sentiment0.71 Insider TradingN/A Proj. Earnings Growth6.02% See Full Analysis Verizon Communications Inc. NYSE: VZ called the game this quarter thanks to a massive subscriber beat and guidance raise. Expectations were high coming into the Q2 2026 report, but the company surpassed EPS projections (6.6% YOY growth) despite a roughly 2.5% revenue miss vs. consensus. However, the most impressive numbers were the subscriber metrics. Verizon added 184,000 postpaid phone nets in Q2, smashing the consensus expectation of 106,000 and a swift reversal from Q2 2025 when the company lost phone subscribers. The company also added 348,000 broadband subs, bringing the total first-half adds over one million. Phone churn improved 84 basis points, an impressive feat when paired with lower acquisition and retention costs. Management expects mobility and broadband service revenue to grow 3% in Q3 and 4% in Q4, and boosted full-year EPS estimates to $4.99 to $5.04 and free cash flow estimates to $21.9 billion to $22.1 billion. The cash influx strengthened Verizon’s industry-best dividend, which now yields 6.25% and absorbs only about 31% of free cash flow. Verizon also has a 20-year track record of dividend payout increases, making it the most shareholder-friendly of the major telecoms. If Verizon’s report contained a red flag, it's that the record profitability and cash flow sit on declining revenue. Management expects revenue growth to pick up in the second half of the year, but this guidance projection is now the most crucial for any of the three major telecoms. A strong Q3 is needed to confirm which trajectory is real. Should You Invest $1,000 in AT&T Right Now?Before you consider AT&T, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and AT&T wasn't on the list. While AT&T currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. "Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce. Get This Free Report |
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NextEra Energy Got Cheaper While The AI Buildout Pushed Its Backlog To 35.1 GW | FMP Stock News | |
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42.33K FollowersAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NEE 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. Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you. 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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Take-Two Interactive: After November 19th, The Gaming World Won't Be The Same | FMP Stock News | |
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306 FollowersAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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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2026-07-25 08:00
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Logistics giants are racing to keep up with healthcare boom as GLP-1s highlight need for cold storage | FMP Stock News | |
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As demand rises for specialized medications like GLP-1s, logistics companies including UPS and FedEx are adapting their strategies to be able to better ship and store those pharmaceuticals.Most injectable GLP-1 medications, including Novo Nordisk's Ozempic and Wegovy and Eli Lilly's Mounjaro and Zepbound, require refrigerated storage for shipment. The Covid pandemic put healthcare logistics at center stage in 2020, as the shipping of temperature-controlled vaccines quickly became a crucial part of keeping the virus at bay. And as more money has been poured into new pharmaceutical innovations, the transportation of those products have come under the spotlight. Logistics companies are now investing millions of dollars and strengthening dozens of temperature-controlled facilities to tap into the market. In June, UPS announced a new $48 million investment in temperature-controlled facilities as it sees a growing demand for critical treatments. According to Growth Market Reports, the demand for temperature-sensitive biologics is projected to grow at an 8.3% compound annual growth rate through 2033 and reach a market value of roughly $39.1 billion. Obesity and diabetes drugs, meanwhile, have been booming in popularity. A July Gallup poll found that 11% of Americans take GLP-1 medications for weight loss purposes in 2026, up from just 3% in 2024. But if they're not stored and shipped at the correct temperature, they risk losing their efficacy. The Food and Drug Administration has warned that improper storage during shipping can affect the medicine's quality and recommends patients do not use GLP-1 drugs that arrive "warm or with insufficient refrigeration." Other biologics, like some vaccines, insulin and antibiotics, also require specialized shipment to maintain efficacy. For logistics companies, that means ensuring the proper storage and movement every step of the way. Bulking upHealthcare logistics have proven to be one of UPS' biggest opportunities. On an earnings call with analysts in April, CEO Carol Tomé said the company's global healthcare portfolio has gained market share every year since 2021, generating its first ever $3 billion healthcare revenue quarter in the first quarter of this year. UPS President of Healthcare John Bolla told CNBC that the company is seeing more healthcare companies looking for partners to keep up with the volume. "One of the biggest opportunities we see is supporting the shift toward more specialized therapies and more care delivered outside of traditional healthcare settings," Bolla said. He said UPS is experiencing "rapid growth" in biologics, cell and gene therapies, though the biggest challenge is that the margin for error is small — even a brief stray from the correct temperature can ruin the medicines, Bolla said. "But that's also what's creating such a significant opportunity in healthcare logistics," he said. "As treatments become more specialized and supply chains become more complex, healthcare companies need partners that can provide not just temperature-controlled storage or transportation, but end-to-end visibility, control and reliability across the entire network." FedEx is also tapping into the trend, launching a life sciences organization earlier this month specifically to support the movement of pharmaceuticals and other healthcare products. On an earnings call in June, FedEx's Chief Customer Officer Brie Carere told analysts that healthcare transportation revenue in fiscal year 2026 reached nearly $10 billion. "We're building end-to-end solutions focused on global pharma customers, and what's so important with global pharma is that you have to recognize that there's a patient at the end of every delivery or someone that's waiting to be treated," said Nick Gennari, FedEx's president of healthcare. "So we take this very, very seriously." With GLP-1s specifically, Gennari said there's an increasing complexity to delivering those medications, with forms ranging from injectables to oral pills and going direct-to-consumer. But with that complexity comes a growth opportunity for FedEx, which he said is "ideally positioned." Gennari said FedEx has specialized technology, including its machine learning engine that allows customers to see product movement with predictive abilities, as well as its technology that identifies healthcare products and treats each differently depending on its unique needs. Gennari also said he's "very comfortable" with the company's base capabilities and its plans for expansion, including cold-chain logistics. "Much of the infrastructure that's required to be successful in this space, we already have. We have the airline; we have an incredible schedule; we have the lift capabilities. The network is hardened and works very well," he said. Complex supply chainsC.H. Robinson told CNBC the logistics company had surpassed $1 billion in revenue in healthcare logistics alone over the past year, largely due to the growth in GLP-1 drugs, as it has been investing in temperature-controlled facilities. "You need to really have that end-to-end connectivity, so you've got to have a really nice network and infrastructure built out in order to properly service the healthcare customers," said Ronnie Davis, the company's vice president of North American surface transportation. Davis said the supply chain for medications has also become more complicated. In addition to requiring refrigeration, many drugs have a short shelf life and need to be delivered in precise windows of time. "A lot of the innovation has been on getting the drugs to the market," Davis said. "I think what you're starting to see is that's really putting stress on the capabilities of the cold chain supply chains in the marketplace. … With the rise of GLP-1s and other specialized medicine, it's really creating a competitive nature for the same refrigerated supply resources that are there and, quite candidly, that supply is not unlimited, it's constrained." Davis said C.H. Robinson is working to amp up its capabilities, especially to keep up with the higher volume. At the same time, he added, pharma companies are also trying to get creative to bring their products to market with a longer shelf life. That innovation is also intersecting with the growth of artificial intelligence capabilities, according to Hendrik Venter, CEO of DHL Supply Chain. The logistics company uses AI to monitor critical life science products, tracking temperatures and anticipating where an issue might happen. "You're seeing the industry moving from conventional to biopharma," Venter told CNBC. "You need to have a supply chain that is resilient and capable of shipping in all of these various temperature zones." The company announced last year that it plans to invest 2 billion euros ($2.25 billion) in health logistics by 2030, with half of that allocated to the Americas. A lot of pharmaceutical companies are also outsourcing their warehousing activities to DHL, Venter said. The company takes over those facilities, manages them and integrates them into the rest of their network. DHL launched a pharmaceutical air corridor around the world, with a dedicated aircraft and connected network that ensures the drugs are not being shipped through separate regulatory environments. "You cannot lose a shipment. You cannot replace it. It needs to be delivered on time, every time, in the right quality and temperatures," Venter said. "So we continue to selectively look at how to strengthen that network." |
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2026-07-25 14:07
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FSLR DEADLINE ALERT: ROSEN, SKILLED INVESTOR COUNSEL, Encourages First Solar, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - FSLR | FMP Stock News | |
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New York, New York--(Newsfile Corp. - July 25, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of First Solar, Inc. (NASDAQ: FSLR) between February 26, 2025 and February 24, 2026, inclusive (the "Class Period"), of the important August 24, 2026 lead plaintiff deadline.SO WHAT: If you purchased First Solar securities 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 First Solar class action, go to https://rosenlegal.com/cases/first-solar-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 24, 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. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. 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 has achieved the largest ever securities class action settlement against a Chinese Company. 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 billions 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, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on First Solar's business; (2) defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. To join the First Solar class action, go to https://rosenlegal.com/cases/first-solar-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, 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/306461 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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2026-07-25 14:04
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Apple's Fight With Micron Just Took a Wild Turn — And It Could Reshape the Memory Market | FMP Stock News | |
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The AI boom has transformed semiconductors from a cyclical business into one of the world’s most strategically important industries. Memory chips, once viewed as commodity components, have become a bottleneck for everything from smartphones to AI servers. That has given suppliers unusual pricing power while forcing customers to rethink their supply chains. Nowhere is that tension more visible than in Apple‘s (NASDAQ:AAPL | AAPL Price Prediction) reported push to buy lower-cost memory from China’s ChangXin Memory Technologies (CXMT), even though the company has been blacklisted by the U.S. government because of its ties to the Chinese military and state. The dispute says as much about the future of the memory industry as it does about Apple. Apple Wants Cheaper Memory, but the Politics Are Expensive According to multiple media reports, Apple is lobbying the Trump administration for permission to source memory from CXMT. Buying chips from the company is reportedly not outright illegal, but doing so without government approval could expose Apple to political criticism and reputational damage because of CXMT’s placement on U.S. restricted-entity lists. Apple’s reported argument is straightforward. It claims Micron Technology (NASDAQ:MU) is taking advantage of today’s tight memory market by charging excessive prices. That criticism comes after Micron’s gross margins climbed above 80% as AI demand continues to outpace supply. Ironically, Apple has long been known for charging premium prices itself. Just weeks ago, CEO Tim Cook announced price increases of roughly 20% across several MacBook and iPad models, saying Apple could no longer absorb higher component costs. Cook even described today’s memory shortage as a “100-year flood” event. That makes Apple’s accusations of price gouging harder to separate from its own efforts to protect product margins. Tim Cook calls it a 100-year flood. Now Apple is risking a geopolitical firestorm to escape Micron’s 80 percent AI margins. © 24/7 Wall St. Micron Says Customers Created the Problem Micron has reportedly pushed back against Apple’s proposal while lobbying the administration to reject any exemptions for CXMT. The company’s argument is that large device makers, including Apple, spent years squeezing suppliers for lower prices. Those aggressive negotiations hurt profitability across the memory industry and discouraged investment in new manufacturing capacity. When generative AI suddenly sent demand soaring, the industry did not have enough supply. Micron argues that today’s higher prices reflect genuine scarcity and tens of billions of dollars being invested in new fabrication plants, including major U.S. manufacturing projects supported by the CHIPS Act. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today. Company AI Memory Products Highest-Margin Business Micron HBM, DDR5, LPDDR5X High-bandwidth memory (HBM) CXMT DDR5, LPDDR5X, LPDDR4X, RDIMM, MRDIMM Conventional DRAM That distinction matters. CXMT manufactures mainstream DRAM used in PCs, smartphones, and enterprise servers. It does not produce high-bandwidth memory (HBM), the advanced chips powering Nvidia‘s (NASDAQ:NVDA) AI accelerators. Because HBM commands much higher prices and margins than commodity DRAM, it remains the engine behind Micron’s earnings growth. The Bigger Story Isn’t Apple Surprisingly, this dispute has less to do with Apple than with how valuable advanced memory has become. Apple wants lower-cost conventional DRAM to protect margins on consumer devices. Micron wants pricing that supports years of capital spending needed to expand production. Meanwhile, the fastest-growing part of the industry — HBM — faces little competitive pressure because only a handful of companies can manufacture it at scale. That leaves Micron in an enviable position. Even if Apple eventually receives approval to buy some lower-cost conventional memory from CXMT, it would do little to weaken Micron’s leadership in AI memory, where demand continues to outstrip supply. Key Takeaway In short, Apple’s reported campaign highlights the growing tension between technology companies trying to control costs and semiconductor manufacturers finally earning healthy returns after years of razor-thin profitability. Granted, Apple has every incentive to lower its bill of materials. But accusing suppliers of gouging rings hollow when Apple has long charged premium prices for its products and raised its own prices by roughly 20% while defending those increases as necessary. For investors, the bigger investment thesis hasn’t changed. Conventional DRAM pricing may fluctuate as new suppliers emerge, but HBM remains the profit center that matters most. As long as AI infrastructure spending continues at today’s pace, Micron’s competitive advantage rests far less on commodity memory pricing than on its ability to supply the premium chips powering the AI revolution. Ultimately, that’s the market smart investors should be watching. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections. |
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2026-07-25 14:04
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2026-07-25 09:23
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Should You Buy Micron Stock Below $1,000? Here's What the Math Says. | FMP Stock News | |
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Micron Technology (MU -7.24%) stock has been on a wild ride between June 22 and July 22, trading as low as $804 and as high as $1,255. Given the volatile price swings over that time, when Micron's stock price falls below $1,000, investors may be wondering whether it's a "buy-the-dip" moment or if it's better to stay on the sidelines.Based on the median price target from 54 analysts tracked by CNN, here's what the math suggests about whether buying Micron below $1,000 has a favorable risk-to-reward setup. Image source: The Motley Fool. Where Micron stock could be in the next 12 months According to 54 analysts, the median price target for Micron over the next year is $1,600. We can work out what a return would look like if Micron were to reach that price target based on two recent closing prices. On July 20, Micron closed at $865.46 per share, so if the stock were to reach $1,600, that would have been a gain of 84.8%. From its closing price of $959.48 on July 22, reaching that $1,600 target would be a gain of 66.7%. To offer an even wider lens on the risk-to-reward setup, the highest price target among the 52 analysts tracked by CNN was $2,200, while the lowest was $361. Today's Change ( -7.24 %) $ -71.69 Current Price $ 918.52 What price targets offer Price targets are estimates, and there are not only internal factors within the company, but also external factors that analysts can't envision that could affect those estimates over the next 12 months. That's why price targets aren't guaranteed to come true, and they shouldn't be used as the main reason for buying a stock. That said, it does help gauge the upside potential of a stock and what might happen under the worst-case scenario. Based on the hypotheticals shared earlier, in which Micron could trade up to around 85% higher over the next 12 months, investors who can handle the risk and price swings may benefit from investing when Micron falls below $1,000. Expectations matter A stock returning another 60% to 85% over the next year is exceptional. And as memory and storage chip shortages are expected to continue for the foreseeable future, Micron is poised to continue benefiting and could offer those kinds of returns. But those potential gains may still manage to disappoint some investors. As of this writing, the stock has climbed more than 780% over the past 12 months. In comparison, a gain in a range between 60% and 85% may sound like a letdown to anyone just investing in Micron now. There's also the fact that there's no guarantee the stock price will climb that high or provide a gain at all. That makes Micron a more attractive investment for those who are still comfortable if it doesn't reach a specific price target over the next year and view it more as a long-term investment. Memory and storage demand from artificial intelligence (AI) is expected to keep growing, so as long as Micron keeps meeting that demand from AI and keeps its margins high, the stock price can continue climbing. |
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2026-07-25 14:03
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TSMC: I Was Wrong | FMP Stock News | |
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10.43K FollowersAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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. Bohdan Kucheriavyi is not a financial/investment advisor, broker, or dealer. He's solely sharing personal experience and opinion; therefore, all strategies, tips, suggestions, and recommendations shared are solely for informational purposes. There are risks associated with investing in securities. Investing in stocks, bonds, options, exchange-traded funds, mutual funds, and money market funds involves the risk of loss. Loss of principal is possible. Some high-risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. 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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2026-07-25 14:02
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2026-07-25 08:42
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How I Think ServiceNow Will Survive The SaaSpocalypse | FMP Stock News | |
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ServiceNow is rated a strong buy, driven by its strategic pivot to become the AI agent control tower for enterprises. NOW's aggressive M&A, including Armis and Veza, directly addresses governance and security bottlenecks critical for enterprise AI adoption. Transition away from seat-based pricing and core ticketing disruption positions NOW defensively against SaaS commoditization and AI-driven competition. |
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2026-07-25 13:51
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2026-07-25 08:00
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Eli Lilly, Dell Among Stocks To Watch As Market Leadership Shifts | FMP Stock News | |
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StoreSubscribeSign In My Subscriptions Founder's ClubSwingTraderLeaderboardMarketSurgeeIBDIBD DigitalIBD LiveCustomer Center My Stock Lists Email Preferences Help & Support Sign Out Search stocks or keywords Sections My IBD MARKET TREND STOCK LISTS STOCK RESEARCH NEWSECONOMY VIDEOS & PODCASTS HOW TO INVESTEDUCATIONAL RESOURCESStoreMy Products Founder's ClubSwingTraderLeaderboardMarketSurgeeIBDIBD DigitalIBD Live Recently Searched Bank of America Pops To New High, Leads 17 Newcomers To IBD 50, Other Top Stock lists Blue Chips Lead Stock Market, But Memory, Chip Stocks Take Heat As Nasdaq Breaches Key Level Dow Jones Futures: Apple Earnings, Iran News, Fed Meeting Loom As AI Stocks Sell Off As AI-related stocks weaken, investors are rotating into other sectors, such as energy and health care. Thus, this week's stocks to watch include Energy Transfer (ET), Eli Lilly (LLY), ATI (ATI) and J.B. Hunt Transport Services (JBHT). But Dell Technologies (DELL), whose growth is coming largely from AI products, is forming a sturdy base and is a tech stock to… Copyright ©2026 Investor's Business Daily, LLC. All rights reserved. 87990cbe856818d5eddac44c7b1cdeb8 |
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Weekend Morning Brew: Market Shifts Amid Geopolitical Tensions and Tech Developments | FMP Stock News | |
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Weekly Market HighlightsThis week, 706 stocks gained more than 10%, while 888 stocks declined by more than 10%, indicating significant market turbulence.The ov |
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2026-07-25 13:39
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The Single Biggest Opportunity to Buy Enphase Energy Before July 28 Earnings | FMP Stock News | |
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Enphase Energy (NASDAQ:ENPH | ENPH Price Prediction) has pulled back sharply, making the stock worth a closer look ahead of Q2 earnings on July 28. The solar hardware leader now trades at 19 times forward earnings, holds $474 million in cash, and has opened its products to utilities serving 30 million customer accounts.Analysts See Meaningful Upside Shares closed at $36.70 on Friday, July 24, down 23.25% from a month ago and 50.23% below the 52-week high of $73.74. The company’s forward P/E sits at 19, while Wall Street’s mean price target is $48.47, implying meaningful upside. The base case AI model prices the stock’s fair value at $65.66 with 90% confidence. Independent fair-value screens place the stock 18.7% to 20% below intrinsic value. Management Recently Repurchased Shares Above Today’s Price Enphase closed 2025 with $474.32 million in cash, up 28.5% YoY, and $268.7 million of buyback authorization remaining. Management repurchased roughly $130 million of stock across the first half of 2025 at average prices of $62.71 and $42.67 per share. Both figures sit above today’s quote. Insiders are already voting with real money, with net buying across 12 recent transactions. The 30 Million-Customer Catalyst Is Just Getting Started U.S. sell-through demand jumped 21% QoQ in Q4, the strongest reading in over two years. The IQ Meter Collar cleared 52 U.S. utilities serving roughly 30 million customer accounts. Certified battery installers grew from 19,500 to over 22,000. A new safe harbor agreement adds around $68 million over 12 to 24 months. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enphase Energy didn't make the cut. Grab the names FREE today. FY2025 revenue grew 10.72% to $1.473 billion, operating income rose 103.81%, and net income expanded 67.68%. EPS beat estimates in three of the last four quarters, including a 22.63% Q4 beat. Enphase Crushes SolarEdge Where It Matters Most SolarEdge Technologies (NASDAQ:SEDG) is one of Enphase’s primary competitors in residential solar hardware, and reported a Q1 net loss of $57.37 million and carries a Sell rating from BMO Capital with a $36 price target vs a current price of $42.60. Enphase generated $172.13 million of net income and $95.90 million of free cash flow in 2025. Why Tariffs Do Not Break the Comeback Thesis Reciprocal tariffs are expected to reduce the company’s gross margin by roughly five percentage points through Q1 2026, but Enphase is already absorbing that pressure. Its Q4 non-GAAP gross margin still reached 46.1%, while 1.31 million U.S.-made microinverters qualified for Section 45X production tax credits. Enphase’s expanding domestic manufacturing footprint should help offset tariff pressure and position the company to benefit from policies favoring U.S. production. For growth-oriented investors, the current valuation appears to reflect the near-term tariff risk without fully recognizing Enphase’s cash position and recovery catalysts. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enphase Energy didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections. |
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2026-07-25 13:31
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2026-07-25 08:45
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5 Monthly Dividend Stocks Paying Up To 18.2% | FMP Stock News | |
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Pen with money on the calendargetty Why sit around and wait all quarter long for a dividend payment where there are monthly dividend stocks available? Monthly divvies are where the retirement party is at! These income “cheat codes” arrive alongside our bills and recurring expenses. What a concept! But be careful because some monthly payers don’t pay enough to matter. Take Permian Basin Royalty Trust (PBT), which pays monthly but these divvies add up to just 1.2% annually. Gee, thanks. PBT Dividend Yield Ycharts We need monthly payers that are committed to maximizing not just the frequency of shareholder rewards, but the size of the payout. And we need to shoot high—we shouldn’t settle for anything less than what it would take to retire on dividends alone. Fortunately for us, many monthly dividend stocks fall within the high-yield acronyms: real estate investment trusts (REITs), business development companies (BDCs) and the like. MORE FOR YOU Today, for instance, I’ve put together a five-pack of monthly dividends that shell out an average of 10.6% annually. That means even half a million bucks evenly invested across them would generate a hefty “salary” of $53,000. Monthly Payers Contrarian Outlook Let’s take a look. Monthly Dividend #1: Healthpeak Properties (DOC)I’ll start with Healthpeak Properties (DOC), a healthcare REIT whose roughly 690 properties include outpatient medical facilities and laboratories, which are leased out to biopharma firms, health systems, physician groups, medical device manufacturers and more. Healthpeak also deals in senior housing, albeit not as directly as it did just a few months ago. In March, DOC spun off that part of the business with an initial public offering of Janus Living (JAN). It wasn’t a full exit, however. Healthpeak not only retained more than 80% of the newly formed REIT, but it also is Janus’s external manager. A couple months later, DOC received a much-needed jolt after reporting better-than-expected earnings and upgrading its funds from operations (FFO) outlook. Among the reasons for management’s optimism: The senior housing environment is improving, Janus appears primed to aggressively invest, and a weak laboratories market showed small signs that it’s starting to inflect. And just this week, Healthpeak announced a $2.1 billion joint venture with Brookfield Asset Management (BAM) that will help DOC to pay down nearer-term debt (though it could be a short-term weight on earnings, too). Healthpeak’s stock has delivered a year-to-date total return of almost 45% thanks to its summer ramp-up. It’s a welcome development for shareholders that have suffered through a decade-plus downtrend. However, new money is now buying a yield that’s well below historical highs and closer to a longer-term middle ground, while the P/FFO has wafted to just above 13—not wildly overpriced, but not discount territory either. Monthly Dividend #2: Itau Unibanco Holding (ITUB)Most international companies pay dividends just once or twice a year, and some will even do a lopsided interim-and-final system. That’s practically useless for income planning. Itaú Unibanco Holding (ITUB) isn’t exactly a conventional payer itself, but it at least doles out something each and every month. Itaú Unibanco is the largest bank by assets in both Brazil and all of Latin America. It offers consumer banking products like credit cards and loans, but also commercial banking, advisory, real estate lending, life insurance and more. And while it’s headquartered in Brazil, it has operations across the Americas and Europe. The company has printed bigger top and bottom lines every year since 2020, and it’s coming off a record-breaking first quarter in which it posted a $2.5 billion profit and a return on equity of around 25%. The company is also one of the region’s leaders in digital assets, giving it another potential growth avenue. ITUB’s distributions are tied to performance, so Itaú Unibanco has increasingly been sharing the wealth with its stockholders. But while it pays much more frequently than most, it still has an odd system. I’ve written several times about companies with regular-and-supplemental dividend programs. Itaú goes a step farther. The company distributes small monthly payments of “interest on capital” (IOC), but it will also make larger additional IOC payments throughout the year as able, then an actual dividend—usually its biggest payment—once a year. The monthly payment only comes out to less than half a percent’s worth of yield; the real money is in those larger IOC distributions and the dividend. So while the dividends are a nice sweetener for investors who like ITUB for its growth potential, it’s not an ideal situation for retirement planners reliant on regular income. Monthly Dividend #3: Gladstone Investment (GAIN)Let’s shift to business development companies, starting with one that has a regular-and-supplemental system like ITUB (but with a much more substantial baseline of income). For the unfamiliar: BDCs were created by Congress in 1980 to spur investment in small businesses. Traditional banks often shunned smaller companies, either charging extremely high rates to compensate for the risk or outright refusing to lend to them. Enter BDCs, which provide equity, debt and other financing to small businesses that otherwise might not be able to raise capital. Gladstone Investment (GAIN), for instance, provides financing to lower-middle-market companies that generate EBITDA (earnings before interest, taxes, depreciation and amortization) of between $4 million and $15 million annually, have attractive fundamentals and are run by strong management teams. GAIN runs a small portfolio of just 29 investment companies right now, largely clustered in the business/consumer services, consumer products and manufacturing industries. Its investments include Phoenix Door Systems (industrial doors), ImageWorks Display (retail display shelving) and Old World Christmas (holiday-geared retail). Gladstone Investment also stands out for its deal mix. Like with most BDCs, the majority of Gladstone’s financing is debt-based, and currently, all of that debt is floating-rate in nature. But GAIN is happier than most to deal in equity. Gladstone says the average BDC’s equity exposure is between 5% and 10%; its target is closer to 25%. This shields GAIN from interest-rate declines but puts it behind the 8-ball when rates climb. There’s plenty to like from an operational standpoint. Net asset value has grown by nearly 30% between its fiscal Q1 and its recently reported fiscal Q4. Return on equity is consistently in the double digits and above peers. The dividend is best described as “good with the potential for greatness.” GAIN’s monthly dividend comes out to a little less than 6%, which is high compared to the average stock and far better than what ITUB offers, but low relative to the BDC space. However, Gladstone Investment also pays supplemental distributions when it locks in gains from its equity investments. Right now, for instance, Gladstone Investment has gone roughly a year since its last supplemental. It might pay one later this year. It might do so in early 2027. It might be even longer; it’s hard to tell. Still, it’s a decent income baseline with the potential for more, and it’s paid out by one of the industry’s better names. Pricing could be better, though, with GAIN shares currently trading right around the BDC’s net asset value. Monthly Dividend #4: PennantPark Floating Rate Capital (PFLT)PennantPark Floating Rate Capital (PFLT) is another BDC that provides financing primarily via floating-rate senior secured loans—mostly first lien—but also through some equity and joint venture investments. Its target companies generate $10 million to $50 million in annual EBITDA. This “value-added” BDC lends its expertise in specific industries, hence its portfolio focus on five categories: healthcare, consumer, business services, government services and software/technology. Earlier this year, I wrote that PennantPark Floating Rate’s dividend has routinely outstripped its net investment income (NII), and did so again to close out 2025. The company insisted then that it could keep covering the payout. PFLT adjusted its monthly dividend program from 10.25 cents per share to an 8-cent regular, as well as supplemental dividends (50% of excess earnings). The first two supplemental dividends since the reduction were 0.33 cents apiece. But not all dividend cuts are created equally. In the case of PFLT, its dividend cut is more a reflection of lower base rates than any underlying portfolio issues. In fact, the company’s credit quality is high relative to the sector, and sponsor investment activity is improving. Moreover, PFLT continues to trade for a song, priced at a 32% discount to NAV. Monthly Dividend #5: Invesco Mortgage Capital (IVR)It’s hard to find better yields than in the mortgage REIT (mREIT) space, where double-digit payouts are the norm. Mortgage REITs borrow at short-term rates, purchase mortgages paying long-term rates, then pocket the spread. Short-term rates are usually lower than long-term rates. But the ideal scenario is that short-term rates are also declining while long-term rates hold steady or also decline. In that scenario, mREITs’ existing mortgages, which were issued when rates were higher, will yield more than newly issued ones (and thus be worth more). On the flip side, rising rates weigh on the value of existing mortgages. Invesco Mortgage Capital (IVR), for instance, owns “agency” mortgage-backed securities (MBS) from entities like Fannie Mae and Freddie Mac. These securities feel interest-rate pressure too, but it’s not as great because their MBSs are backed by the agencies, and thus they have virtually no default risk. I’ll also note that rising interest rates reduce the risk of prepayment, mostly because mortgage holders are less likely to refinance. While Invesco Mortgage Capital yields a mouth-watering 18%, mortgage REITs historically have been prone to unstable dividends, and IVR is no different. Near the end of 2025, IVR announced a modest 6% dividend hike to 36 cents per share to be paid in January. But in January, the company announced it would start to issue monthly dividends of 12 cents per share (so, the same amount each quarter). Invesco Mortgage Capital has mostly underperformed its peers since COVID, but it has behaved much better over the past year or so. Dividend coverage, per its “earnings available per distribution” (EAD), is fine for now, too. But despite an effectively flat year-to-date performance (even accounting for its massive payout), shares trade at a thin discount to its shrinking book value. |
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PICS SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds PicS N.V. (PICS) Investors of Securities Class Action Lawsuit Deadline on August 4, 2026 | FMP Stock News | |
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In PicS To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired PicS Class A Common stock in and/or traceable to PicS' January 30, 2026 initial public offering ("IPO") and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against PicS N.V. ("PicS" or the "Company") (NASDAQ: PICS) and reminds investors of the August 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com. As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) PicS N.V. had conducted an evaluation of its credit evaluation procedures in December 2025 and determined that such procedures were deficient and in need of enhancement; (2) as a result of the new procedures PicS N.V. had implemented in December 2025, PicS N.V. had reclassified approximately R$590 million of exposures previously classified as Stage 2 to Stage 3, leading to an incremental ECL charge of R$88 million in the three months ended December 31, 2025; (3) PicS N.V. had experienced a heightened, but unreported, Stage 3 formation rate of more than 7% in the fourth quarter of 2025 that deviated substantially from the historical results and trends provided in the offering documents; (4) the IPO's offering documents had materially overstated the quality and ability of PicS N.V.'s credit models and user data to inform PicS N.V.'s underwriting practices and to allow PicS N.V. to timely and effectively monitor, assess, and identify adverse credit events, credit risks, and credit deterioration across its portfolio; and (5) PicS N.V. suffered from degradations in customer credit quality and heightened risks of default and loan impairment as a result of its entrance into materially riskier business lines leading up to the IPO, resulting in undisclosed adverse financial and operational trends such as heightened incidents of default, which predated the IPO and were internally projected by PicS N.V. to continue to worsen following the IPO, materially impairing PicS N.V.'s business, operations, and financial results. On or around January 29, 2026, PicPay conducted its initial public offering ("IPO"), selling 22.86 million Class A common shares priced at $19.00 per share. Then, on March 18, 2026, PicPay released its fourth quarter 2025 financial results and revealed that, as part of the Company's "annual review of expected credit loss parameters," it had made several "enhancements" to its Expected Credit Loss ("ECL") calculations, and "implemented a stricter policy to accelerate the classification of renegotiated non-performing exposures from Stage 2 to Stage 3." Consequently, "R$590 million of Stage 2 portfolio balances were reclassified to Stage 3, resulting in an ECL increase of R$88 [$17.56 million USD]." Stage 3 is the Company's highest risk category for its credit portfolio. On this news, PicPay's stock price fell $3.56 per share, or 22.5%, to close at $12.27 per share on March 19, 2026. The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not. Faruqi & Faruqi, LLP also encourages anyone with information regarding PicS' conduct to contact the firm, including whistleblowers, former employees, shareholders and others. To learn more about the PicS N.V. class action, go to www.faruqilaw.com/PICS or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). Follow us for updates on LinkedIn, on X, or on Facebook. Frequently Asked Questions (FAQ) for Investors Regarding the PicS N.V. Securities Class Action Lawsuit: What is the PicS N.V. securities fraud lawsuit about? The PicS N.V. securities fraud lawsuit is a federal securities class action alleging that PicS N.V. (NASDAQ: PICS) and its executives made false and misleading statements to investors in connection with the Company's January 30, 2026 IPO by concealing that the Company had already identified deficiencies in its credit evaluation procedures in December 2025, had reclassified approximately R$590 million of exposures from Stage 2 to Stage 3 (its highest credit risk category) resulting in an incremental expected credit loss charge of R$88 million, and was experiencing a Stage 3 formation rate exceeding 7% in Q4 2025 - a significant deviation from the historical trends presented in the IPO's offering documents. As the truth emerged on March 18, 2026, when PicS disclosed these credit portfolio deteriorations as part of its Q4 2025 financial results, PICS shares fell $3.56 per share, or 22.5%, to close at $12.27 - well below the $19.00 IPO price - causing significant losses for investors. Who may be eligible to participate in the PicS N.V. class action lawsuit? Investors who purchased PicS N.V. (PICS) Class A common stock in and/or traceable to the Company's January 30, 2026 initial public offering and suffered financial losses may be eligible to participate in the PicS securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former PicS employees, and others with relevant information about the Company's conduct are also encouraged to come forward. What is a lead plaintiff, and how can I seek appointment in the PicS N.V. lawsuit? A lead plaintiff in the PicS N.V. class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any PicS investor who purchased PICS Class A common stock in or traceable to the IPO may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 4, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class. What should investors do if they purchased PicS N.V. stock in the IPO? Investors who purchased PicS N.V. (PICS) Class A common stock in and/or traceable to the January 30, 2026 IPO and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the PicS N.V. securities class action is August 4, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/PICS for more information. Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306282 Source: Faruqi & Faruqi LLP 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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2026-07-25 13:17
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2026-07-25 07:56
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Intel vs. IonQ: Comparing Revenue Trends Between Artificial Intelligence and Quantum Computing Chipmakers | FMP Stock News | |
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Intel: Steady Scale in RevenueIntel (INTC -7.89%) primarily generates revenue by designing, manufacturing, and selling computing processors, graphics units, and edge computing systems to equipment manufacturers and service providers internationally.It recently announced restructuring and workforce reductions to reduce organizational complexity, and for the quarter ended June 27, 2026, it reported a net income margin of approximately -68%. IonQ: Accelerating Revenue GrowthIonQ (IONQ -3.76%) primarily earns revenue by developing general-purpose quantum computing systems and providing access to them through prominent third-party and proprietary cloud services. It launched a commercial satellite monitoring capability and secured a regional network agreement, while reporting an EBIT margin of approximately -420% for the quarter ended March 31, 2026. Why Revenue Matters for Retail InvestorsMonitoring revenue allows investors to evaluate a company's ability to attract customers and generate sales over time. This metric helps to measure a company’s overall size, market footprint, and long-term trajectory. Quarterly Revenue for Intel and IonqQuarter (Period End)Intel RevenueIonQ RevenueQ3 2024$13.3 billion (period ended Sept. 2024)$12.4 million (period ended Sept. 2024)Q4 2024$14.3 billion (period ended Dec. 2024)$11.7 million (period ended Dec. 2024)Q1 2025$12.7 billion (period ended March 2025)$7.6 million (period ended March 2025)Q2 2025$12.9 billion (period ended June 2025)$20.7 million (period ended June 2025)Q3 2025$13.7 billion (period ended Sept. 2025)$39.9 million (period ended Sept. 2025)Q4 2025$13.7 billion (period ended Dec. 2025)$61.9 million (period ended Dec. 2025)Q1 2026$13.6 billion (period ended March 2026)$64.7 million (period ended March 2026)Q2 2026$16.1 billion (period ended June 2026)Not yet reportedData source: Company filings. Data as of July 24, 2026. Foolish TakeAs the veteran technology company, Intel’s revenue towers over IonQ. However, despite the tailwind provided by the artificial intelligence boom, Intel has struggled to capitalize on the trend. That is, until CEO Lip-Bu Tan entered the picture in 2025. Under Tan, Intel made new foundry deals and partnerships, such as its multi-year collaboration with Google parent Alphabet. Now, the company’s sales are showing revenue acceleration. In the first quarter, its sales of $13.6 billion represented 7% year-over-year growth. In Q2, its $16.1 billion was a 25% year-over-year increase. This indicates the changes under Tan are helping Intel to capture AI spending. The up-and-coming IonQ is working on nascent quantum computing technology, which is why its sales are so much smaller than Intel’s. Even so, its revenue is accelerating at a far greater pace as organizations begin to adopt quantum computers. The company’s Q1 sales of $64.7 million represented a whopping 755% year-over-year increase. IonQ is putting the pieces together to deliver comprehensive quantum computing solutions, from quantum cybersecurity to quantum computers in space. The company claims to be the first to launch a citywide quantum computing network in Geneva. If it can continue the current trend of rapid revenue growth, IonQ is poised to become a major player in the field. Robert Izquierdo has positions in Alphabet, Intel, and IonQ. The Motley Fool has positions in and recommends Alphabet, Intel, and IonQ. The Motley Fool has a disclosure policy. |
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2026-07-25 13:15
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2026-07-25 13:15
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Chanos: Spekulace a rostoucí nabídka nových akcií nejsou pro trh dobrým znamením | Patria Stock News | |
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Index S&P 500 je „v podstatě na historických maximech“, pod povrchem se toho děje hodně. Řada akcií si vede nevalně, hodně jich naopak parabolicky roste. Pro RiskReversal Media to uvedl známý investor Jim Chanos, který se zaměřuje na sázky na pokles cen akcií. Podle něj je současné prostředí z hlediska této strategie velmi zajímavé. I proto, že nyní jsou na trhu akcie, které si nevedou dobře kvůli tomu, že „dav je nemiluje“.Chanos vysvětloval, že už nespravuje vlastní portfolia, ale jen portfolia klientů, která pomáhá navrhovat. K dění na trhu pak připomněl, že nyní se začíná zvedat nabídka nových akcií, jak ze strany primárních úpisů, tak ze strany sekundárních emisí. Dalším významným rysem jsou vysoké valuace a „spekulace retailových investorů“. To obecně „není pro trh jako celek dobré znamení, doposud si vede ok.“ Hyperscaleři vydávávají „rekordní objem nových akcií a obligací“, celkově je podle experta na trhu hodně dluhů „mimorozvahových“. Chanos v této souvislosti zmínil roky před finanční krizí, kdy si lidé „brali hypotéky, aby kupovali nemovitosti.“ Probíhaly tedy také transakce financované dluhy a podle Chanose mají přitom nemovitosti větší tendenci držet si hodnotu. Současná situace se odlišuje v tom, že jsou stovky miliard dolarů investovány do infrastruktury, jejíž využití a míra návratnosti vykazují značnou nejistotu. Výnosy desetiletých vládních dluhopisů se přitom pohybují kolem 4,6 %, ale „pokud by šly k 6 – 7 %, vše by se zhroutilo,“ řekl investor s tím, že „toto riziko není dostatečně doceněno“. Příkladem příliš nízké návratnosti jsou podle investora například některé kancelářské budovy. Následně se diskutovalo o tom, že výnosy desetiletých dluhopisů by se nemusely dostat na uvedené úrovně na to, aby trhy začaly větřit problémy. Podle Chanose by mohl být spouštěčem už pohyb k 5 %, kdy by se začaly rozšiřovat rizikové spready na korporátních dluhopisech a dluhovém financování obecně. Chanos pak mluvil o tom, že během internetové bubliny prováděly investice většinou společnosti, které byly ziskové a zaměřovaly se na zdokonalování svých IT systémů. Šlo o firmy od Coca-Coly až po Bank of America. Když bublina praskala, snížily své objednávky na IT vybavení, což se dotklo společností, jako je Cisco. Nyní podle Chanose provádí investice do infrastruktury také ziskové společnosti – hyperscaleři. Ovšem „zbytek společností v ekosystému je na tom jinak, získávají peníze od domů rizikového kapitálu.“ Přitom současná výše investic výrazně převyšuje tu z devadesátých let i relativně k velikosti celého amerického hospodářství. Podle investora se nakonec ale nenaplní současné plány dalších investic do umělé inteligence a její infrastruktury. Ty totiž stojí na aktuální vysoké mezní návratnosti těchto investic. „Lidé nyní dělají dlouhodobá investiční rozhodnutí na základě současných spotových cen,“ dodal expert s tím, že takový postup připomíná například budování železnic v devatenáctém století. Na jeho počátku také stály velmi vysoké ceny dopravy, které podnítily prudký nárůst přepravních kapacit. „A pak, když poptávka trochu klesla, ceny zkolabovaly a investoři zkrachovali.“ |
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2026-07-25 13:14
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2026-07-25 07:30
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BTU SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds Peabody Energy Investors of Securities Class Action Lawsuit Deadline on August 24, 2026 | FMP Stock News | |
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Peabody Energy To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in Peabody Energy between October 14, 2024 and May 4, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Peabody Energy Corporation ("Peabody Energy" or the "Company") (NYSE: BTU) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com. As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Peabody Energy's Centurion mine and the multitude of issues causing delays to the ramp-up and the return to full longwall production dates. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Peabody Energy's securities at artificially inflated prices. On March 30, 2026, Peabody Energy issued a press release lowering guidance pertaining to Centurion mine's expected first quarter 2026 output, announcing that sales volume from the Centurion mine was expected to deliver approximately 250,000 tons in the first quarter due to "greater-than-anticipated mine commissioning challenges" (compared to previous estimates of around 700,000 tons). On this news, Peabody Energy's stock price fell $3.82, or approximately 9.7%, to close at $35.68 per share on March 30, 2026. On May 5, 2026, Peabody Energy issued a press release disclosing the Company's failure to ramp-up Centurion by the long-awaited March 2026 deadline and cutting guidance related to full year met segment volumes to reflect the increased cost and substantial volume decrease, reducing the full year sales outlook for Centurion to 2.5 million tons compared to the original expectation of 3.5 million tons. On this news, Peabody Energy's stock price fell $1.52, or 5.7%, to close at $25.00 per share on May 5, 2026. The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not. Faruqi & Faruqi, LLP also encourages anyone with information regarding Peabody Energy's conduct to contact the firm, including whistleblowers, former employees, shareholders and others. To learn more about the Peabody Energy class action, go to www.faruqilaw.com/BTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). Follow us for updates on LinkedIn, on X, or on Facebook. Frequently Asked Questions (FAQ) for Investors Regarding the Peabody Energy Securities Class Action Lawsuit: What is the Peabody Energy securities fraud lawsuit about? The lawsuit alleges that Peabody Energy Corporation (NYSE: BTU) and certain of its officers and directors made materially false and misleading statements and/or concealed material adverse facts concerning the true condition of the Company's Centurion mine, including the nature and severity of issues allegedly causing delays to its ramp-up and return to full longwall production. The complaint alleges that, throughout the Class Period, defendants provided investors with overwhelmingly positive statements about the Centurion mine while purportedly withholding information about the multitude of operational challenges affecting it. These allegedly false and misleading statements are said to have caused investors to purchase Peabody Energy securities at artificially inflated prices. The inflation in the stock price allegedly began to correct when Peabody Energy disclosed, on March 30, 2026, that first quarter 2026 output from the Centurion mine was expected to reach only approximately 250,000 tons — well below prior estimates of approximately 700,000 tons — due to "greater-than-anticipated mine commissioning challenges," and further when the Company disclosed on May 5, 2026 that it had failed to ramp up the mine by its March 2026 deadline and cut its full-year sales outlook for Centurion from 3.5 million tons to 2.5 million tons. Who may be eligible to participate in the lawsuit? Investors who purchased or otherwise acquired Peabody Energy Corporation (NYSE: BTU) securities on the NASDAQ between October 14, 2024 and May 4, 2026, inclusive, may be eligible to participate in this lawsuit as members of the proposed class. Eligibility to participate is not limited to investors who seek appointment as lead plaintiff; any qualifying class member may share in any recovery that may ultimately be obtained. Investors who purchased Peabody Energy securities during the Class Period and suffered losses are encouraged to review their transaction records to determine whether they fall within the defined class. Participation in a class action does not require that an investor take any individual legal action or incur separate legal fees to potentially benefit from any recovery achieved on behalf of the class. What is a lead plaintiff, and how can I seek appointment? A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy and the selection of lead counsel. Any class member who purchased Peabody Energy securities during the Class Period and suffered a loss may move the court for appointment as lead plaintiff, and courts typically appoint the movant with the largest financial interest in the outcome of the litigation who otherwise satisfies applicable legal requirements. The deadline to file a motion seeking appointment as lead plaintiff is August 24, 2026. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in the class and share in any recovery that may result from the litigation — class members who do not serve as lead plaintiff retain the ability to benefit from any settlement or judgment. What should investors do if they purchased Peabody Energy stock during the Class Period? Investors who purchased Peabody Energy Corporation (NYSE: BTU) securities between October 14, 2024 and May 4, 2026, inclusive, are encouraged to promptly review their brokerage records and account statements to confirm the dates and prices at which they acquired and, if applicable, sold their shares. Investors should take steps to preserve all relevant documentation, including transaction confirmations, account statements, and any communications relating to their Peabody Energy holdings, as such records may be relevant to establishing eligibility and calculating losses. Given that the lead plaintiff motion deadline is August 24, 2026, investors wishing to be considered for appointment as lead plaintiff should act well in advance of that date. Investors may wish to consult with Faruqi & Faruqi, LLP or other qualified securities counsel to evaluate their legal rights and options before the deadline. Why should investors contact Faruqi & Faruqi, LLP? Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Peabody Energy securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation. Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306279 Source: Faruqi & Faruqi LLP 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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2026-07-25 13:12
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2026-07-25 08:27
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What Does the Dropbox CTO's Sale of Nearly 13,000 Company Shares Mean for Investors? | FMP Stock News | |
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Ali Dasdan, Chief Technology Officer of Dropbox, Inc. (DBX +2.67%), reported a sale of 12,972 shares on July 14, 2026, according to an SEC Form 4 filing.Transaction summaryMetricValueTransaction value$389,160Shares sold (directly held)12,972Post-transaction shares (directly held)~501,639Post-transaction value~$15.03 millionTransaction value based on SEC Form 4 weighted average sale price ($30.00); post-transaction value based on July 14, 2026 market close ($29.97). Key questionsWhat was the context for this equity disposition? The sale was conducted through a pre-arranged Rule 10b5-1 trading plan established in May 2025, which allows insiders to execute trades according to predetermined schedules to avoid potential conflicts involving non-public information.How does this transaction impact the CTO's long-term alignment with the company? Despite the sale of 12,972 shares, Dasdan retains a significant direct interest of ~501,639 shares; furthermore, the executive holds restricted stock units with vesting schedules extending through November 15, 2030, ensuring ongoing exposure to long-term performance milestones.What are the fundamental financial metrics for Dropbox currently? The company reports trailing twelve-month revenue of $2.5 billion and net income of $472.6 million, while the stock has delivered an 11% return over the 12-month period ending on the July 14, 2026 transaction date.What is the market valuation of the executive's remaining direct equity? At the July 15, 2026 market close price of $30.35 per share, the executive's ~501,639 directly held shares represent a total market value of approximately $15.2 million.Company OverviewMetricValueShare Price (as of market close 2026-07-15)$30.35Market Capitalization$7.7 billionRevenue (TTM)$2.5 billionNet Income (TTM)$472.6 millionCompany SnapshotDropbox provides comprehensive file backup, synchronization, and sharing solutions through its integrated platform, which includes specialized products such as Dropbox Sign for digital signatures, Dropbox Dash for unified search and discovery, Dropbox Reclaim.ai for calendar management, and DocSend for document tracking and analytics.The company operates a subscription-based business model that generates recurring revenue from both individual users and enterprise customers through tiered pricing structures, with additional revenue streams derived from specialized vertical solutions and premium features.Dropbox serves a diverse customer base ranging from individual consumers and small businesses to large enterprises across multiple industries, with particular strength in professional services, financial services, and technology sectors requiring robust content collaboration capabilities.Dropbox maintains a market capitalization of $7.7 billion with TTM revenue of $2.5 billion and net income of $472.6 million, reflecting strong profitability and operational efficiency in the cloud storage and content collaboration sector. The company's diversified product portfolio extends beyond traditional file storage to encompass specialized workflow solutions, positioning it as a comprehensive platform for enterprise content management and collaboration. With 2,113 employees and a one-year stock appreciation of 10.63%, Dropbox demonstrates sustained market confidence in its ability to capture growth opportunities within the expanding digital workplace infrastructure market. What this transaction means for investorsThe July 14 sale of Dropbox stock by CTO Ali Dasdan was a non-discretionary transaction executed as part of his Rule 10b5-1 trading plan. This suggests the disposition is not a red flag for investors. In addition, Dasdan maintained a substantial equity stake in the company post-transaction, with over half a million directly-held shares. Dasdan’s sale occurred at a time when Dropbox stock was on an upswing. Shares were near their 52-week high of $32.40 when the CTO sold for a weighted average price of $30.00 per share. Dropbox stock was up due to solid performance in the first quarter. Revenue rose to $629.5 million, up from $624.7 million in 2025, with a gross margin of nearly 80%. The company is also profitable with Q1 net income of $114.5 million. Dropbox introduced new artificial intelligence tools to make working with its solutions easier and more efficient for customers. Its customer base has remained steady over the past three years at over 18 million subscribers through 2025. Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Dropbox. The Motley Fool has a disclosure policy. |
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2026-07-25 13:12
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2026-07-25 08:42
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AppFolio: Secure Demand Trends, Attractive Price | FMP Stock News | |
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34.26K FollowersAnalyst’s Disclosure: I/we have a beneficial long position in the shares of APPF 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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2026-07-25 07:16
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Medpace: Cancellations Are Normalizing | FMP Stock News | |
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Medpace Holdings demonstrates strong Q2 2026 net new business awards, with a 1.13x net book-to-bill and $3.0B backlog. Oncology bookings are robust, while cardiometabolic awards have declined; management expects mix normalization over the next year. Guidance is lifted on improved RFP trends, biotech funding breadth, and moderated cancellations, supporting growth momentum into 2027. |
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2026-07-25 12:58
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2026-07-25 08:10
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VRRM SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds Verra (VRRM) Investors of Securities Class Action Lawsuit Deadline on August 4, 2026 | FMP Stock News | |
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Verra To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in Verra between February 24, 2026 and May 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Verra Mobility Corporation ("Verra" or the "Company") (NASDAQ: VRRM) and reminds investors of the August 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com. According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra's relationship with Avis Budget Group ("Avis"), and in particular obtaining a contract extension with Avis. Further, the Company minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives. On May 26, 2026, Verra issued a press release announcing a termination notice from Avis regarding its contract and accordingly lowered its 2026 full-year financial outlook. Almost one week later on June 1, 2026, the Company announced a sudden and surprising transition of its President and Chief Executive Officer David Roberts. Following this news, the price of Verra's common stock declined dramatically. From a closing market price of $13.08 per share on May 26, 2026, Verra's stock price fell to $3.85 per share on May 27, 2026, a decline of about 71%. The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not. Faruqi & Faruqi, LLP also encourages anyone with information regarding Verra's conduct to contact the firm, including whistleblowers, former employees, shareholders and others. To learn more about the Verra class action, go to www.faruqilaw.com/VRRM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). Follow us for updates on LinkedIn, on X, or on Facebook. Frequently Asked Questions (FAQ) for Investors Regarding the Verra Mobility Securities Class Action Lawsuit: What is the Verra Mobility securities fraud lawsuit about? The lawsuit alleges Verra Mobility misled investors about the strength of its relationship with Avis Budget Group, the likelihood of a contract extension, and the risk that major rental car companies could replace Verra's services with alternative solutions. Who may be eligible to participate in the lawsuit? Investors who purchased or acquired Verra Mobility (NASDAQ: VRRM) securities between February 24, 2026 and May 26, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct described in the complaint. What is a lead plaintiff, and how can I seek appointment? A lead plaintiff represents the interests of the proposed class and helps oversee the litigation. Investors seeking appointment must file a motion with the court by August 4, 2026. Investors can share in any recovery without serving as lead plaintiff. What should investors do if they purchased Verra Mobility stock during the Class Period? Investors should review their transaction records, preserve relevant documents, and evaluate their legal rights. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline. Why should investors contact Faruqi & Faruqi, LLP? Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Verra Mobility securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation. Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306283 Source: Faruqi & Faruqi LLP 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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2026-07-25 12:54
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2026-07-25 08:15
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Tenet Healthcare's Ambulatory Growth Offsets Emerging Policy Headwinds | FMP Stock News | |
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Tenet Healthcare delivered another strong earnings beat, with non-GAAP EPS up 43.5% and operating margins expanding, driven by Ambulatory segment growth. Ambulatory revenue rose 10% year-over-year with 37.9% margins, offsetting weaker hospital segment growth and ACA exchange headwinds. FY2026 guidance was raised: revenue to $5.03B and adjusted free cash flow to $3.025B, supporting a $2B increase in share repurchase authorization. |
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2026-07-25 12:52
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2026-07-25 08:10
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Strategic Education: Increased Risk In ETS Division Driven By Sophia Learning | FMP Stock News | |
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Strategic Education could face near-term headwinds in its high-growth ETS segment, particularly Sophia Learning, due to academic integrity concerns raised by recent press scrutiny in the Washington Post. Quality-enhancing initiatives at Sophia may temporarily depress revenue growth, though long-term value remains if academic rigor is maintained. STRA trades at 5.65x EV/NTM EBITDA, near peer valuations and historical lows, suggesting limited downside but warranting caution before new investments. |
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2026-07-25 12:50
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2026-07-25 07:40
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BMI SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Reminds Badger Meter (BMI) Investors of Securities Class Action Lawsuit Deadline on August 3, 2026 | FMP Stock News | |
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Badger Meter To Contact Him Directly To Discuss Their OptionsIf you purchased or acquired securities in Badger Meter between April 18, 2024 and April 16, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Badger Meter, Inc. ("Badger Meter" or the "Company") (NYSE: BMI) and reminds investors of the August 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company. Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com. As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that Badger Meter's strong financial results reflected "ongoing favorable industry trends," "secular growth drivers," and "solid operating execution." They likewise touted "strong" demand and said they were seeing "robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth," and that Badger Meter possessed a "long runway" for growth. The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not. Faruqi & Faruqi, LLP also encourages anyone with information regarding Badger Meter's conduct to contact the firm, including whistleblowers, former employees, shareholders and others. To learn more about the Badger Meter class action, go to www.faruqilaw.com/BMI or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). Follow us for updates on LinkedIn, on X, or on Facebook. Frequently Asked Questions (FAQ) for Investors Regarding the Badger Meter Securities Class Action Lawsuit: What is the Badger Meter securities fraud lawsuit about? The Badger Meter securities fraud lawsuit is a federal securities class action alleging that Badger Meter, Inc. (NASDAQ: BMI) and its executives made false and misleading statements to investors by touting "strong" demand, a "robust" order pipeline, and a "long runway" for growth while concealing that the Company's financial results were not sustainable. As the truth emerged through a series of disclosures — including disappointing Q2 2025 results and a sequential sales decline forecast on July 22, 2025, missed revenue expectations and a 6% sequential decline in utility water sales on January 28, 2026, and Q1 2026 earnings that missed consensus estimates by $0.26 per share with revenue missing by $28.58 million on April 17, 2026 — BMI's stock price dropped sharply, causing significant losses for investors. Who may be eligible to participate in the Badger Meter class action lawsuit? Investors who purchased or acquired Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Badger Meter securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Badger Meter employees, and others with relevant information about the Company's conduct are also encouraged to come forward. What is a lead plaintiff, and how can I seek appointment in the Badger Meter lawsuit? A lead plaintiff in the Badger Meter class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Badger Meter investor who purchased BMI stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 3, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class. What should investors do if they purchased Badger Meter stock during the Class Period? Investors who purchased Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Badger Meter securities class action is August 3, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/BMI for more information. Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306268 Source: Faruqi & Faruqi LLP 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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2026-07-25 12:41
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2026-07-25 08:03
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Here's why flying car stocks like Joby and Archer Aviation falling | FMP Stock News | |
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Top flying car stocks such as Joby Aviation and Archer Aviation have tumbled this year, wiping out billions of dollars in market value. Joby Aviation shares have fallen 48% year to date and 60% over the past 12 months, while Archer Aviation has declined 37% and 57%, respectively, despite both companies moving closer to commercial operations.Archer Aviation vs Joby Aviation stocks | Source: TradingView Electric vertical takeoff and landing (eVTOL) companies have been in the spotlight in the past few years as they seek to disrupt the transportation industry. Their goal is to build small electric aircrafts that can travel by between 241 km/h and 322 km/hr carrying about 4 passengers. Archer’s Midnight will have a 160 km range, while Joby Aviation’s S4 has a 241 km range. Archer and Joby have worked hard in the past few years to develop, test, and receive federal authorization for their flights. In this time, they have raised billions of dollars by selling shares and by receiving investments from external funders. Toyota has become Joby’s biggest shareholder with 128 million shares. It also counts companies like Intel and Delta Air Lines as investors. Archer has received huge investments from Stellantis, the parent company of Jeep and Fiat. The companies have also made a lot of progress in inking deals ahead of their launches. Joby Aviation finalized an electric air taxi deal with Virgin Atlantic this week. It also has similar deals with Delta Air Lines, Uber, Saudi Arabia, and Dubai. Archer has deals with United Airlines, which will buy up to 200 aircrafts, Ethiopian Airlines, and Southwest. Analysts estimates that the eVTOL industry has more room to grow in the near term. A study by Markets and Markets estimates that it will have a compounded annual growth rate (CAGR) of 12.3% between 2025 and 2035. Its market size will hit $5 billion then. Joby and Archer are now gearing towards their commercialization stage, which will happen later this year or early 2026. READ MORE: Why is Archer Aviation's stock jumping 18% today? In theory, JOBY and ACHR stocks should be having a great year as they transition from cash spending to revenue generation. Their stocks have, however, plunged this year amid numerous concerns, which explains why their short short interest have soared. Joby has a short interest of 10%, while Archer has 14.28%. There are several concerns among investors. First, the two companies have always been dilutive, a trend that will continue even when the commercialization process starts. Archer’s outstanding shares have jumped from 110 million in 2021 to over 623 million today. Joby’s outstanding shares have risen from 300 million in 2021 to over 560 million today. The two companies have adequate cash in their balance sheets, with Joby and Archer having $2.4 billion and $1.8 billion in cash. Still, as we have seen with many startups, profitability will take time, which will see them raise more cash in equity and debt over time. The next key catalyst for these stocks will be in early August when they release their financial results. Joby will release on August 5, while Archer releases two days after that. Analysts are largely positive about Joby and Archer, with their targets being higher than where they are today. Cannacord Genuity has a target of $11.50, while Morgan Stanley sees Joby rising to $13. Needham and Oppenheimer have a target of $18. On the other hand, the consensus Archer Aviation stock target is $11.8, up sharply from the current $4.75. Canaccord, Needham, and Goldman Sachs see the stock rising to $12, $9, and $11, respectively. |
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2026-07-25 12:39
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2026-07-25 07:53
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Littelfuse vs. Corning: Big Tech Partnerships Win the Revenue War | FMP Stock News | |
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Littelfuse: Evaluating Recent RevenueLittelfuse (LFUS -2.48%) generates revenue primarily by designing and manufacturing electronic components and circuit protection technologies for various transportation and industrial applications.It outlined its strategic long-term objectives at a May 2026 investor event, and it reported about an 11% net income margin for the quarter ended March 28, 2026. Today's Change ( -2.48 %) $ -10.31 Current Price $ 404.86 Corning: Evaluating Recent RevenueCorning (GLW -6.16%) earns revenue largely by producing specialty glass, optical fiber, and ceramic substrates for telecommunications, displays, and vehicles. While entering a multiyear commercial partnership to expand domestic manufacturing capacity in May 2026, it recorded an approximately 15% EBIT margin for the quarter ended March 31, 2026. Why Revenue Matters for Retail InvestorsRevenue here refers to the data provider's standardized income-statement revenue line item, providing investors with a fundamental measure of the total money a business brings in before any expenses are deducted. Quarterly Revenue for Littelfuse and CorningQuarter (Period End)Littelfuse RevenueCorning RevenueQ2 2024 (period ended June 2024)$558.5 million $3.3 billionQ3 2024 (period ended Sept. 2024)$567.4 million$3.4 billionQ4 2024 (period ended Dec. 2024)$529.5 million$3.5 billionQ1 2025 (period ended March 2025)$554.3 million$3.5 billionQ2 2025 (period ended June 2025)$613.4 million$3.9 billionQ3 2025 (period ended Sept. 2025)$624.6 million$4.1 billionQ4 2025 (period ended Dec. 2025)$593.9 million$4.2 billionQ1 2026 (period ended March 2026)$657.0 million$4.1 billionData source: Company filings. Data as of July 13, 2026. Foolish TakeRevenue figures can give investors a snapshot of a company’s overall financial health, trajectory, and valuation. The data above can tell us a few things. The most obvious is that Corning is a much bigger business than Littelfuse. Indeed, it sports a $134 billion market cap, compared to Littelfuse’s $10.5 billion. Both companies are also growing their revenue: For the time period in question, Littelfuse’s revenue increased by 17.6%, while Corning’s increased by 24%. What’s remarkable about that is that Corning is showing more revenue growth despite being a much larger company. Corning is benefiting from the current AI data center boom and boasts partnerships with Nvidia, Broadcom, Meta Platforms, and Amazon, in addition to its long-standing relationship with Apple to supply the glass for iPhones. That’s a pretty impressive moat that captures both ongoing stability and current market trends. Yet Littelfuse posted a revenue gain in Q1, while Corning’s revenue declined. One quarter of reporting doesn’t make a trend, but interested investors may want to do a deeper dive into the companies’ quarterly results for specifics. If Littelfuse can accelerate its revenue growth and continue to close the gap with Corning, it could be a worthy investment, despite its smaller size. Both Corning and Littelfuse could be affected by cyclicality in the technology, transportation, and industrials markets, which are affected by economic cycles, tariffs, oil prices, and other macroeconomic factors. Investors should consider both companies’ net income margins, which indicate how much of each dollar earned converts into profit after expenses, taxes, and interest. Ongoing and future partnerships will also be something to watch here, as they can give investors visibility into future revenue as well as overall market demand. Sarah Sidlow has positions in Apple, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Amazon, Apple, Broadcom, Corning, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy. |
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2026-07-25 12:38
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2026-07-25 08:00
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3 Apartment REITs to Buy for Passive Income Before July Ends | FMP Stock News | |
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Apartment real estate investment trusts (REITs) are set up for a better second half of 2026, and the July income calendar makes this a natural moment to look at the group. New multifamily supply is rolling off. Housing starts peaked at 1.522 million units in March and fell to 1.177 million by May, a sharp deceleration that historically translates into stronger pricing power for existing landlords 12 to 18 months out. Demographics reinforce the setup: Millennials aging into peak household formation and Gen Z entering the rental market are colliding with a construction sector whose Q1 2026 growth was just 1.0%, keeping structural undersupply intact.Three names stand out for investors who want durable, cash distributions rather than speculation. Each is a different flavor of the same thesis. Mid-America Apartment Communities (MAA) Mid-America Apartment Communities (NYSE:MAA | MAA Price Prediction) is the Sun Belt anchor of this list, with a $16.8 billion market cap and a dividend record that few residential REITs can match. Management just declared its 128th consecutive quarterly dividend, extending a payout streak that dates back to the company’s 1994 IPO with no cuts or suspensions. The 2026 quarterly rate stepped up to $1.53 per share from $1.515 in 2025, and the forward yield sits around 4.3%. The next payment comes on July 31 with an ex-dividend date is July 15. The bull case is clear. MAA guided 2026 Core FFO to $8.35 to $8.71 per share, and CEO Brad Hill has been direct that Sun Belt supply is decelerating in a way that should reset lease pricing. Same-store occupancy held at 95.7% in Q4 2025, and an $932 million, 2,522-unit development pipeline gives the company organic growth optionality without needing to overpay in the acquisition market. Shares have quietly perked up, gaining 3.75% year to date to $142.67. Risk to watch: Q4 2025 EPS came in at 48 cents, missing the 90-cent estimate, and a $53 million legal settlement charge plus roughly 25 cents per share of interest expense headwind in 2026 mean the recovery will be uneven quarter to quarter. Equity Residential (EQR) Equity Residential (NYSE:EQR) is the coastal counterweight to MAA. At a $27 billion market cap, it is the largest name on this list, and its urban portfolio is doing exactly what the bull thesis predicted. San Francisco delivered 6.0% Q4 revenue growth and New York 4.2% growth at 97.6% occupancy. Resident turnover fell to 7.8% in Q1 2026, the lowest in company history, which is the sort of retention that quietly compounds cash flow. The dividend was raised 1.4% to an annual rate of $2.81, with the last payment of 70 cents hitting shareholders on July 10. Yield sits at roughly 4.0%. Management has been aggressive on capital returns, repurchasing about 4.8 million shares in 2025 at an average price of $62.03, with another $200 million planned for the first half of 2026. S&P affirmed the A- credit rating with a positive outlook, and Goldman Sachs raised its price target to $71. Shares are up 14.68% year to date to $70.62. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equity Residential didn't make the cut. Grab the names FREE today. Risk to watch: EQR’s expansion markets (Denver, Atlanta, Dallas/Austin) are still showing negative revenue growth, and Q1 2026 EPS of $0.24 missed the $0.29 estimate after $36.6 million of insurance and litigation reserves. Income-focused investors interested in building broader dividend exposure alongside REITs may want to review the free Ten Dividend Kings research report as a companion read. Camden Property Trust (CPT) Camden Property Trust (NYSE:CPT) is the smallest of the three at a $11.6 billion market cap, and it is the most direct bet on the Sun Belt supply cliff. The portfolio spans 172 properties and 58,759 apartment homes across 16 markets. Q1 2026 EPS of 40 cents beat the 25-cent estimate, and management raised the 2026 EPS midpoint to 66 cents with Core FFO guided to $6.60 to $6.90 per share. Under new CEO Alex Jessett, Camden is deploying its $600 million share repurchase program aggressively, buying back 2.63 million shares in Q1 at an average $105.88, plus $171.3 million of post-quarter acquisitions in Alpharetta and Lake Nona. The last quarterly dividend of $1.06 paid out on July 17, for an annualized rate of $4.24 and a yield of about 3.6%. Shares have gained 8.39% year to date to $118.24. Risk to watch: Same-property NOI declined 0.7% year over year, Austin revenue fell 2.7%, and a $53 million litigation settlement tied to revenue management software pushed net debt to EBITDA to 4.7x. Blended new lease rates were still negative at -1.4%, so the pricing recovery is not yet in the numbers. What to Watch Next All three REITs pay in July, all three have raised distributions into 2026, and all three benefit from the same supply-demand equation. MAA offers the deepest dividend track record and highest yield, EQR offers the coastal recovery story with the strongest year-to-date price action, and CPT offers the highest-conviction Sun Belt turnaround if new leases inflect positive later in 2026. The catalyst to keep an eye on: Q2 2026 earnings reports, where blended lease rate trends will show whether the supply thesis is finally translating into pricing power. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equity Residential didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections. |
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2026-07-25 12:33
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2026-07-25 06:46
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Reddit: Why I'm Bullish On The Multi-Year Setup Here | FMP Stock News | |
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Reddit remains a strong buy despite a 14% decline since my last coverage and underperformance versus the benchmark. RDDT has consistently beaten analyst estimates and accelerated revenue growth, posting a 69% top-line expansion last quarter. EPS surged over 7x year-over-year, from $0.13 to $1.01, reinforcing confidence in management and operational momentum. |
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2026-07-25 12:12
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2026-07-25 06:20
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I'm Calling It: NuScale Power Stock Will Double as This Catalyst Hits | FMP Stock News | |
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It's been a tough year for NuScale Power (SMR -8.17%) investors. Since 2026 began, shares of the popular nuclear energy stock have fallen by roughly 45%.NuScale's market cap is now down to just $3.2 billion. That looks like a bargain compared to the company's growth potential. Bank of America believes nuclear energy will be a $10 trillion opportunity in the coming decades. Small modular reactors, or SMRs -- the exact nuclear technology that NuScale specializes in -- are expected to take a big share of that opportunity. NuScale's stock price has struggled in 2026 for several reasons. The biggest, perhaps, has been a lack of tangible catalysts. NuScale has several impressive opportunities in its project pipeline, but there hasn't been much traction in converting these deals into revenue-generating assets. NuScale's biggest project is a 6 GW system intended for the Tennessee Valley Authority (TVA), a major utility serving the eastern U.S. The deal between NuScale and TVA was signed in September 2025. At the time, NuScale's stock price hovered around $40 per share. At least from a headline perspective, there has been little progress on the deal since, sending NuScale's stock price below $10 earlier this month. But there's good news: A major catalyst for NuScale's TVA project should be arriving soon. This catalyst is so meaningful that it wouldn't be surprising to see NuScale shares double as the catalyst approaches. Today's Change ( -8.17 %) $ -0.72 Current Price $ 8.09 Here's the growth catalyst NuScale Power investors should be monitoring closely Right now, the deal between NuScale and TVA is largely non-binding. The next step would be to sign a power purchase agreement (PPA). This agreement would commit TVA to buy power from NuScale's SMR system at a predetermined price for years, or even decades, to come. In short, it guarantees that NuScale will generate revenue from the nuclear project, allowing it to begin construction. Image source: Getty Images. In May, NuScale's management team noted that it remains very bullish on signing a PPA agreement with TVA by the end of 2026. "ENTRA1 [NuScale's financing partner, which will be the party that actually signs the PPA with TVA] has updated us the discussions with TVA are advancing well toward a definitive PPA," NuScale's CEO revealed on a call with investors. "We remain highly encouraged by the progress and the strategic alignment between ENTRA1, TVA, and NuScale." NuScale's CFO was even more specific. "We're hopeful that TVA can come across the line at some point later this year," he added. "We believe that's a strong possibility." There is no guarantee that a PPA will be signed before the end of 2026. And to be clear, NuScale has failed to meet its own guidance in the past. But it is hard to overstate how valuable a signed PPA would be for the company. With its stock price tumbling, NuScale's access to capital is growing more limited and costly. If the company's biggest project gets a firm revenue pathway, expect shares to rebound aggressively. A PPA not only improves access to capital, but it would also be a huge vote of confidence in the viability of the reset of NuScale's project pipeline. |
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